Rothstein Kass
Headquarters: Roseland, New Jersey, United States Founded: 1959 Parent organization: KPMG LLP Subsidiary: Rothstein Kass Business Advisory Services, LLC
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Rothstein Kass Employees
Marcum LLP August 2015 - Present
McGladrey June 2014 - July 2015
Rothstein Kass August 2009 - May 2014
EY August 2006 - June 2009
Izara Capital Management, LLC October 2005 - August 2006
Tremont Capital Management June 2000 - August 2005
Ernst & Young LLP October 1995 - June 2000
US Army September 1987 - June 1990
Skills
Fund Of Funds, Accounting, Alternative Investments, Asset Managment, Auditing, CPA, Capital Markets, Due Diligence, Finance, Financial Services, Fund Accounting, Fund Administration, GAAP, Hedge Funds, Internal Controls, Investments, Management, Private Equity, SEC, Start-ups, US GAAP, Valuation, Asset Management, Financial Reporting, Financial Advisory, External Audit, Financial Accounting, Assurance, Financial Statements
Education
Marist College 1993 — 1995
Bachelor’s Degree, Accounting, Summa cum laude (3.97 GPA)
Dutchess Community College 1990 — 1993
Associate’s Degree, Business Administration, 3.98
KPMG US July 2014 - Present
Rothstein Kass November 2013 - June 2014
Yerba Buena Engineering and Construction INC August 2008 - November 2013
Vargas & Esquivel Construction, Inc. August 2001 - May 2006
Education
City College of San Francisco 2009 — 2012
Associate of Arts (AA), Business Administration and Management, General
PartnersAdmin LLC June 2010 - Present
Standish Management, LLC 2008 - 2010
Western Asset Management 2006 - 2008
Rothstein Kass 2001 - 2006
Skills
Fund Accounting, Financial Reporting, Hedge Funds, Fund Administration, Fund Of Funds, Private Equity, US GAAP, GAAP, Alternative Investments
Education
State University of New York at Albany 1998 — 2001
Bachelor of Business Administration (B.B.A.), Accounting
Dutchess Community College 1996 — 1998
Accounting
Discovery Office Systems September 2013 - Present
Thirty-One Gifts October 2012 - Present
Merry Hearts Preschool January 2010 - April 2012
Target December 2007 - May 2009
Tommy Bahama January 2007 - December 2007
Rothstein Kass August 2006 - October 2006
Cal EPA Department of Toxic Substances Control October 2004 - May 2006
Astro Business Technologies July 2002 - July 2004
Skills
Employee Training, Employee Relations, Onboarding, Human Resources, Recruiting, New Hire Orientations, Benefits Administration, Performance Management, FMLA, Talent Management, HRIS, Succession Planning, HR Policies, Labor Relations, Applicant Tracking..., Talent Acquisition, Accurate Data Entry
Education
California State University-Sacramento 2004 — 2006
Bachelor of Business Administration (B.S.), Human Resources Management
Las Positas College 2002 — 2004
Associate of Arts (A.A.)
KPMG July 2014 - Present
Rothstein Kass May 2014 - June 2014
Kleiner Perkins Caufield & Byers December 2012 - April 2014
PricewaterhouseCoopers September 2003 - November 2012
Sun Microsystems June 2002 - August 2002
JVS June 2001 - August 2001
BridgePath September 1999 - August 2000
Smith Barney August 1999 - September 1999
Skills
Financial Reporting, Accounting, Auditing, Private Equity, Venture Capital, GAAP, Finance, Strategy, US GAAP, Valuation, Financial Analysis, Financial Audits, Sarbanes-Oxley Act, Due Diligence, Financial Modeling, SEC filings, Management, Internal Controls, Business Valuation, Mergers & Acquisitions, Assurance, IPO, Public Speaking, Training, CPA, Financial Accounting, External Audit, Microsoft Office, Leadership, Cross-functional Team..., Business Strategy, Analysis, Asset Management, Tax, Corporate Finance, Economics, Team Leadership, Research, PowerPoint, Staff Development, Asset Managment, Microsoft Excel, Financial Services, Revenue Recognition, Consolidation
Education
Santa Clara University 2003 — 2003
Certificate of Advanced Accounting Proficiency
Colorado College 1999 — 2003
Bachelor of Arts cum laude, Distinction in Economics with a Business Emphasis
Los Altos High School 1996 — 1999
ABDD Capital March 2015 - Present
KPMG US July 2014 - February 2015
Rothstein Kass January 2013 - June 2014
World Trade Copiers December 2011 - February 2014
Skills
Accounting, Corporate Tax, Financial Statements, Financial Reporting, Accounts Receivable, Accounts Payable, QuickBooks, Payroll, Leadership, Management Accounting, Tax Returns, ProSystem fx Tax, GoSystems, Managerial Accounting
Education
Emory University - Goizueta Business School 2003 — 2008
Bachelor of Business Administration, Accounting and Finance, 3.2
BROOKLYN COLLEGE 2012 — 2012
Continued Education, Accounting, 3.7
The Glenmede Trust Company, N.A. November 2014 - Present
Glenmede July 2012 - Present
Rothstein Kass 2012 - August 2012
Deloitte & Touche November 2009 - January 2012
Anthony L. D'Arminio Jr. PA EA August 2005 - October 2009
WithumSmith+Brown 2008 - August 2008
Skills
Accounting, Holistic Financial..., Personal Financial..., Auditing, Wealth Advising, Finance, QuickBooks, Tax, Strategic Financial..., Tax Preparation, Bookkeeping, Big 4, Microsoft Excel, CPA, Payroll Taxes, Financial Planning, Financial Statements
Education
Centenary College 2008 — 2010
MBA, Finance
Fairleigh Dickinson University-Florham Campus 2004 — 2008
Bachelor, Accounting
Energy Healing Strategies 2014 - Present
Rothstein Kass January 2002 - June 2011
KPMG US September 1990 - December 1999
Skills
Healing Practitioner, Energy Healing, Vibrational Healing, Self-healing, Healing, Stress, Alternative Medicine, Naturopathy, Healing Touch, Coaching, Allergy, Training, Strategy, Quantum touch
Education
University of Southern California 1992 — 1995
Master's degree MBT, Business Taxation
California State University-Northridge 1987 — 1990
Bachelor of Science (B.S.), Business Admin, Accounting, Business Administration and Accounting
KPMG US July 2014 - Present
Rothstein Kass March 2012 - Present
Charles Pankow Builders 2011 - 2011
Skills
SQL, Microsoft SQL Server, Active Directory, Windows Server, XP, JavaScript, Java, Oracle, ASP.NET, Servers, Computer Hardware, Windows 7, Microsoft Excel, Microsoft Office, Windows XP, VMware, SharePoint
Education
DeVry University-California 2009 — 2011
Bachelors of Science, Computer Information Systems
Amstar Group June 2014 - Present
Rothstein Kass October 2012 - June 2014
Thai Pepper October 2010 - July 2012
CardioTabs May 2010 - August 2010
Skills
Time Management, Accounting, Microsoft Excel, Management, Microsoft Word, Microsoft Office, PowerPoint, Outlook, Customer Service, Teamwork, Access, Leadership, Forecasting, Financial Analysis, Data Analysis
Education
Colorado State University 2007 — 2011
Bachelor of Science, Business Administration; Accounting/Economics
Colorado State University
Blue Canyon Technologies, LLC August 2015 - Present
Roubaix Capital, LLC June 2015 - August 2015
Independence Capital Asset Partners, LLC September 2013 - June 2015
Rothstein Kass January 2011 - August 2013
Skills
Accounting, Microsoft Excel, Account Reconciliation, CPA, Financial Reporting, QuickBooks, Tax Preparation, Performance Measurement, Philanthropy, Microsoft Office, US GAAP, Stock Market, Hedge Funds, Financial Services, Tax Accounting, Public Sector Accounting, Financial Analysis, Leadership, PowerPoint, GAAP, Customer Service, SEC filings, Tax, Payroll Processing, Accounts Payable
Education
Colorado State University 2006 — 2010
Bachelor's of Science, Business Administration w/ Concentration in Accounting
KPMG US July 2014 - Present
Rothstein Kass November 2013 - June 2014
California State University, Northridge June 2011 - July 2013
California State University, Northridge August 2011 - December 2012
Pacific Theaters Corporation May 2011 - September 2011
California State University, Northridge August 2010 - June 2011
Skills
Leadership, Training, Teamwork, Customer Service, Auditing, Financial Accounting, Data Entry, Time Management, Financial Analysis, Analysis, Financial Statements
Education
CSUN 2008 — 2013
BS, Accountancy, 3.33
KPMG July 2014 - Present
Rothstein Kass August 2011 - June 2014
Navigant September 2010 - July 2011
Navigant March 2008 - September 2010
Skills
Economics, Econometrics, Relational Databases, Large-scale Data..., Statistical Data..., SAS programming, Microsoft Excel, Regression Analysis, Monte Carlo Simulation, Correlation Analysis, Forensic Accounting, Fraud Detection, Corporate Fraud..., Securities Fraud, Damage Assessment, Intellectual Property..., Expert Reports, Industry Research, Wage & Hour, Litigation Consulting, Due Diligence, Corporate Finance, Data Analysis
Education
Claremont McKenna College 2003 — 2006
Bachelor of Arts (B.A.), Economics, Cum laude
University of California, San Diego
Rothstein Kass December 2001 - April 2002
Skills
Mathematics, Designs, Architecture, Interior Design, Architectural Drawings, ArchiCAD, AutoCAD Architecture, SketchUp, Vray, Revit, Rhino, Drawing, Architectural Design, Model Making, BIM, Construction Drawings, Submittals, CAD, Hand Drafting
Education
El Camino College 2000 — 2004
Associate of Science (A.S.), Architecture
St.Franciss of Assisi 1993 — 1996
High School diploma
KPMG US July 2014 - Present
Rothstein Kass November 2010 - July 2014
Skills
US GAAP, Financial Accounting, SEC filings, Financial Reporting, Financial Statements, Internal Controls, Sarbanes-Oxley Act, QuickBooks, General Ledger, GoSystems, ProSystem fx Tax, CCH ProSystem fx, Tax, Accounting, CPA, GAAP, Tax Preparation
Education
California State University-Northridge 2009 — 2011
Master of Science in Taxation
California State University-Northridge 2007 — 2009
Bachelor of Science (BS), Accounting and Finance
Lido Advisors, LLC October 2012 - Present
Lido Consulting, Inc. October 2012 - Present
Rothstein Kass July 2009 - October 2012
Law office of Kern & Wooley February 2008 - June 2009
Trailhead Advisors, Inc. May 2007 - November 2008
Skills
Executive..., Fundraising, Microsoft Office, PowerPoint, Excel, Word, Social Media Marketing, Event Planning, Marketing, Facebook, PC, Google Docs, Microsoft CRM, Elite Webview, Elite, Public Speaking, Microsoft Word, Business Development, Conference Coordination, Advertising, Microsoft Excel, Event Management, Leadership, Accounting, Administrative..., CRM, New Business Development, Marketing Strategy, Access, Research, Hedge Funds, Strategy, Management, Market Research, Investments, Alternative Investments, Social Media, Equities, Mergers & Acquisitions, Sales, Financial Services, Customer Service, Financial Analysis, Due Diligence, Private Equity, Asset Management, Financial Modeling, Finance, Start-ups, Strategic Planning
Education
DePaul University
Santa Monica College
Economics
Marymount Highschool 1998 — 2002
St. Paul the Apostle School 1990 — 1998
1-8
Deluxe Digital Cinema EMEA April 2015 - Present
Deluxe Media, Inc. f/k/a Deluxe Digital Studios, Inc. October 2014 - April 2015
Boroda Holm CPA January 2014 - April 2014
Rothstein Kass January 2013 - March 2013
H&R Block December 2011 - April 2012
Skills
Accounting, Tax, Auditing, Account Reconciliation, Bookkeeping, Income Tax, Financial Accounting, QuickBooks, Tax Preparation, Financial Reporting, Tax Returns, Accounts Payable, Microsoft Excel, SAP, Microsoft Office
Education
California State University-Northridge 2011 — 2014
Bachelor of Science (BS), Accounting
College of the Canyons 2008 — 2011
Associate of Science (A.S.), Accounting Transfer
Deloitte July 2014 - Present
Deloitte January 2014 - June 2014
Rothstein Kass June 2013 - August 2013
Payless Repo Auto August 2009 - 2013
Express Finance May 2006 - 2013
Education
California State University-Northridge 2011 — 2013
Bachelor of Science in Accountancy
Los Angeles Pierce College 2006 — 2010
Accounting
Precision Bookkeeping & Accounting Services March 2011 - Present
Basic Energy Services July 2009 - March 2011
Montgomery Coscia Greilich LLP August 2006 - July 2009
Rothstein Kass August 2005 - August 2006
The Walt Disney Company January 2004 - June 2005
Skills
QuickBooks, SAP, Vertex, General Ledger, GAAP, IFTA, Microsoft Office, Great Plains Software, Auditing, Sales & Use Tax..., Accounts Payable, Accounting, Account Reconciliation, Property Tax, Payroll Taxes, Financial Reporting
Education
California State University-Northridge 2002 — 2005
Bachelor of Science (B.S.), Accounting
San Diego State University-California State University
Bachelor of Science in Accountancy, Accounting
MFA - Moody, Famiglietti & Andronico June 2012 - Present
KPMG, LLP October 2001 - June 2012
Rothstein Kass October 1999 - October 2001
Skills
SEC filings, US GAAP, Sarbanes-Oxley Act, Revenue Recognition, Financial Reporting, CPA, Financial Audits, Auditing, IPO, Internal Controls, Mergers, Accounting, Risk Management, IFRS, Intangible Assets, Technical Accounting..., Stock Compensation
Education
Cornell University - Johnson Graduate School of Management 2014 — 2015
Certificate, Business Strategy - Achieving Competitive Advantage
Cornell University 1995 — 1999
Bachelor's Degree, Applied Economics and Business Management
Stuyvesant High School 1991 — 1995
Regents Diploma
Weaver September 2015 - Present
KPMG US July 2014 - Present
Rothstein Kass November 2013 - June 2014
Windstream Communications June 2012 - August 2012
Skills
Accounting, Auditing, Microsoft Excel, Financial Accounting, Financial Reporting, Bloomberg Terminal, CCH ProSystem fx, Athletic Training, Baseball, Microsoft Word, PowerPoint, Internal Controls, GAAP, Financial Statements
Education
California State University-Long Beach
Master of Arts (M.A.), Sport Management
Hendrix College 2012 — 2013
Master of Arts (M.A.), Accounting
Hendrix College 2008 — 2012
Bachelor of Arts (B.A.), Economics & Business
Citrin Cooperman February 2015 - Present
KPMG US October 2012 - February 2015
Rothstein Kass 2012 - 2013
Sax Macy Fromm & Co PC January 2004 - October 2012
JH Cohn 1999 - 2003
Skills
Tax, CPA, Tax Returns, ProSystem fx Tax, Tax Research, Partnership Taxation, Tax Accounting, High Net Worth..., Income Tax, Corporate Tax, Lacerte, Bookkeeping, Payroll Taxes, Tax Preparation, S Corporations, IRS, State Tax Planning, QuickBooks, Tax Advisory, General Ledger, Journal Entries, Hedge Funds, Business Advisory, Tax Law, Fixed Assets, Account Reconciliation, Sales Tax
Education
Fairleigh Dickinson University 2009 — 2014
Master's Degree
Montclair State University 1985 — 1990
BS
Simon-Kucher & Partners February 2014 - August 2015
Rothstein Kass August 2012 - February 2014
JDJ Resources June 2012 - August 2012
Doug J. Murstein CPA and Associates, Inc. January 2012 - June 2012
Typhoon Asian Bistro September 2011 - April 2012
Showa Boston Institute October 2010 - February 2012
Emmanuel College November 2009 - January 2012
Starbucks Coffee Company November 2008 - September 2011
Skills
Customer Service, Spanish, Teamwork, Tutoring, Accounting, Highly detail oriented, Exceptionally well..., Self-motivated..., Tax Preparation, PowerPoint
Education
Emmanuel College 2008 — 2012
Bachelor of Arts (B.A.), summa cum laude, Accounting, 3.97
Fulvio & Associates, LLP November 2014 - Present
KPMG US July 2014 - November 2014
Rothstein Kass October 2011 - July 2014
Rothstein Kass January 2011 - March 2011
University February 2009 - May 2009
Drew University May 2007 - September 2007
P December 2005 - August 2006
Skills
Microsoft Excel, Networking, Data Analysis, Research, Programming, Databases, Financial Accounting, Corporate Tax, Auditing, Financial Reporting, Financial Statements, Financial Audits, Financial Services, GAAP, Accounting, US GAAP
Education
Rutgers University, Rutgers Business School 2010 — 2011
MBA, Professional Accounting
Drew University 2007 — 2010
Bachelor of Arts degree, Computer Science
McDowell Properties June 2015 - Present
KPMG US July 2014 - June 2015
Rothstein Kass November 2009 - June 2014
Moss Adams LLP 2009 - 2009
AT&T August 2004 - July 2008
Skills
Hedge Fund Taxation, Private Equity Taxation, Venture Capital Taxation, Fund of Funds Taxation, Partnership Tax Returns, Tax Returns, Private Equity, Investments, Tax, Financial Analysis, Tax Research, Venture Capital, Tax Accounting, Accounting, Financial Reporting, Hedge Funds, CPA, GAAP, Financial Accounting, US GAAP, Auditing, Financial Statements, Finance
Education
Golden Gate University 2008 — 2009
Master's degree, Taxation
CSU Sacramento 2005 — 2007
Bachelor of Science (BS), Criminal Justice/Law Enforcement Administration
KPMG US July 2014 - Present
Rothstein Kass October 2012 - June 2014
Columbia Plastics, Inc June 2007 - August 2012
Skills
QuickBooks, Accounts Payable, Accounting, Accounts Receivable, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Customer Service, Budgets, Finance, Financial Statements, Financial Audits, Financial Reporting, Bookkeeping, Account Reconciliation, General Ledger, Internal Controls, CPA, US GAAP, Research, Leadership
Education
California State University-Northridge 2007 — 2011
Bachelor of Science in Accountancy and Finance, Accounting
EY October 2013 - Present
Rothstein Kass January 2013 - September 2013
Deloitte May 2012 - August 2012
Rothstein Kass January 2012 - April 2012
New York City Police Department July 2006 - September 2010
Skills
Microsoft Excel, GoSystems, CCH ProSystem fx, Microsoft Word, PowerPoint, Tax, Leadership, Financial Statements, Accounting, Account Reconciliation, Auditing, Internal Controls
Education
City University of New York-Herbert H. Lehman College 2011 — 2013
Bachelor of Science (BS), Accounting
inVentiv Health July 2012 - Present
Henkel April 2009 - July 2012
Grant Thornton LLP December 2005 - February 2009
Rothstein Kass June 2004 - August 2005
Skills
Employee Relations, Performance Management, Organizational..., Talent Management, Employee Engagement, Onboarding, Change Management, Talent Acquisition, Training, Coaching Staff, Performance Improvement, Six Sigma, Reorganisation, Competency Based..., Employee Recognition, College Recruiting
Education
Fairleigh Dickinson University
Bachelor of Arts, Psychology
Auda Private Equity LLC 2007 - Present
Rothstein Kass 2003 - 2007
Lawrence Ruben Company 1999 - 2003
32BJ SEIU 1995 - 1999
Skills
CPA, Financial Reporting, Financial Accounting, General Ledger, Private Equity, Microsoft Office, Fund Of Funds, PowerPoint, 10Q, Accounting Research, FASB, SEC filings, US GAAP, 10K, GAAP, Fund Accounting, Assurance, Tax Research, External Audit, Partnership Taxation
Education
City University of New York-Herbert H. Lehman College
Bachelor of Science in Accounting
EQT Corporation August 2014 - Present
EQT Corporation May 2014 - August 2014
KKR June 2011 - July 2013
Rothstein Kass October 2007 - June 2011
vSpring Capital May 2006 - July 2006
Skills
Financial Modeling, Hedge Funds, Private Equity, Finance, Investments, Derivatives, Alternative Investments, Corporate Finance, Leadership, Fixed Income, Bloomberg, Sensitivity Analysis, Valuation, FactSet, Leveraged Finance, PowerPoint, Asset Management, Microsoft Excel, Optimization, Risk Solver, Monte Carlo Simulation, Partnerships, MLP, @Risk, Treasury, Capital Markets
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2015
Master of Business Administration (MBA)
Brigham Young University - Marriott School of Management 2005 — 2007
B.S., Accounting
NA BUSINESS ADVISORS AND CPAS, INC January 2011 - Present
Moadeb & Associates, Inc January 2007 - December 2010
Rothstein Kass 2005 - 2006
Skills
Tax, Accounting, CPA, QuickBooks, Income Tax, Individual Counselling, Management Consulting, Client Counseling, Business Analysis, Social Skills, Due Diligence, GAAP, Small Business, Internal Controls, Auditing, Estate Tax Planning, Financial Reporting, US GAAP, Strategic Financial..., Mergers & Acquisitions, Financial Accounting, Forensic Accounting, S Corporations, Financial Planning
Education
California State University-Northridge 2000 — 2002
Bachelor of Applied Science (B.A.Sc.), Accounting, 3.81
Larson Gross PLLC January 2015 - Present
Kmpg LLP July 2014 - January 2015
Rothstein Kass January 2013 - July 2014
Pride Collision Centers November 2001 - January 2013
Bookstein Tax Clinic September 2012 - December 2012
Skills
Financial Reporting, Financial Accounting, Accounting, Microsoft Office, PowerPoint, Microsoft Excel, Tax Preparation, Payroll, Tax
Education
California State University-Northridge 2006 — 2012
BS, Accountancy
Art Institute of Los Angeles 1998 — 2000
AA, Computer Animation
John Concannon, CPA, LLC October 2012 - Present
The Mironov Group November 2007 - October 2012
Rothstein Kass August 2002 - October 2007
EisnerAmper LLP January 2000 - July 2002
Arthur Andersen LLP January 1996 - December 1999
Skills
Income Tax, Tax Preparation, Sales Tax, Partnership Taxation, Quickbooks, Tax Research, Estate Planning, Mergers, IRS, Consolidation, Corporate Tax, Real Estate, Tax Accounting, Trusts, Tax Returns, Tax, Tax Compliance, QuickBooks, Auditing, Mergers & Acquisitions, International Tax, S Corporations, High Net Worth..., SEC filings, GAAP, Sarbanes-Oxley Act, Tax Advisory, Financial Accounting, CPA, Forensic Accounting, Financial Reporting, Financial Statements, Internal Controls, Estate Tax Planning, Accounting, Financial Audits, Tax Law, US GAAP
Education
Fairleigh Dickinson University 2002 — 2006
Master of Science, Taxation
New Jersey City University 1979 — 1982
Bachelor of Science, Accounting
EisnerAmper LLP December 2008 - June 2011
Lazard Freres & Co. July 2005 - December 2008
Rothstein Kass January 2004 - July 2005
Skills
Financial Reporting, Tax, Accounting, US GAAP, SEC filings, Tax Accounting, GAAP, Internal Controls, Corporate Tax, Tax Research, Partnership Taxation, Financial Statements, Income Tax, International Tax, Auditing, Tax Preparation
Education
City University of New York-College of Staten Island 1996 — 2002
Bachelor, Accounting
Golbar & Associates, CPA's and Net Worth Advisors September 1989 - Present
Rothstein Kass September 1987 - September 1989
Coopers & Lybrand 1985 - 1987
Robert Mchale, CPA September 1982 - September 1985
Skills
Income Tax, Tax Returns, Partnership Taxation, Tax Compliance, Corporate Tax, Tax Research, Sales Tax, Audit, GAAP, Accounting, International Tax, Financial Reporting, Internal Controls, Bookkeeping, Tax Law, Financial Accounting, Auditing, Financial Planning, Cash Flow, General Ledger, Financial Analysis, Payroll, Compliance, Trusts, Due Diligence, Financial Management, Tax Preparation, Management Consulting, Mergers, Valuation, Real Estate, Restructuring, IRS, Tax Audits, Individual Taxation, Forensic Accounting, Business Planning, Small Business..., Tax Return Preparation, Budgeting, Internal Audit, US GAAP, QuickBooks, Strategic Financial..., CPA, Tax Advisory, Arbitration, Tax, Budgets, High Net Worth...
Education
California State University-Northridge 1983 — 1985
Bachelor's degree, Business Administration/Accounting
Santa Monica College 1980 — 1982
AA, Business Management
HG Capital, LLC July 2014 - Present
Citco Fund Services January 2011 - July 2014
Rothstein Kass January 2006 - November 2009
Novogradac & Company LLP September 2003 - December 2005
Skills
GAAP, Internal Controls, Auditing, Risk Assessment, Tax Returns, Corporate Finance, Accounting, Tax, Sarbanes-Oxley Act, Financial Audits, Valuation, Financial Statements, Private Equity, Financial Reporting, US GAAP, Financial Modeling, Finance, Hedge Funds, Budgets, CPA, Financial Accounting, SEC filings, Financial Analysis
Education
California State University-Sacramento 2001 — 2003
Bachelor of Science (BS), Accounting
Al-Dawha Private School 1986 — 1997
Golden Gate University
MBA, Finance
KPMG US July 2014 - Present
Rothstein Kass November 2013 - June 2014
ConvergEx Group May 2012 - October 2013
Chartis June 2010 - May 2012
Skills
Financial Reporting, Accounting, General Ledger, Account Reconciliation, Financial Analysis, Sarbanes-Oxley Act, GAAP, Internal Controls, Financial Statements, Variance Analysis, Financial Accounting, US GAAP, Accounts Payable, Corporate Tax, Tax, Tax Accounting, Consolidation, Tax Preparation, Tax Returns, Income Tax, Finance
Education
Hunter College 2006 — 2010
Bachelor of Science (BS), Accounting
KPMG US July 2014 - Present
Rothstein Kass November 2011 - June 2014
Atlas Accounting January 2005 - November 2011
Skills
CPA, Partnership Taxation, Tax Accounting, Tax, Tax Research, Tax Returns, ProSystem fx Tax
Education
California State University-Northridge 2008 — 2011
Bachelor of Science (B.S.), Accounting
Santa Monica College 2005 — 2006
TeleTech October 2014 - Present
TeleTech October 2013 - October 2014
Epsilon May 2012 - October 2013
Rothstein Kass November 2009 - April 2012
Spicer Jeffries January 2007 - June 2008
Skills
Financial Reporting, Auditing, GAAP, Account Reconciliation, Sarbanes-Oxley Act, Internal Controls, Accounting, External Audit, Revenue Recognition, Invoicing, US GAAP, CPA
Education
Colorado State University 2005 — 2008
Bachelor's degree, Accounting
Grandview High School 2001 — 2005
Agility Economics, LLC January 2015 - Present
KPMG US July 2014 - January 2015
Rothstein Kass August 2011 - June 2014
Navigant 2005 - 2011
LECG 2004 - 2005
Economic Analysis LLC 2000 - 2004
Skills
Financial Modeling, Valuation, Due Diligence, Financial Analysis, Business Valuation, Corporate Finance, Forensic Accounting, Internal Controls, Mergers & Acquisitions, Economics, Data Analysis, Finance, Private Equity, Litigation Support, Financial Services, Management
Education
Claremont McKenna College 1995 — 1999
Bachelor of Arts (B.A.), Economics
Georgia Institute of Technology 1994 — 1995
Ecole Superieure de Commerce de Dijon
PwC January 2015 - March 2015
Rothstein Kass January 2014 - March 2014
Rutgers Business School September 2010 - October 2013
Becker Professional Education September 2012 - May 2013
NobleStrategy, LLC June 2012 - August 2012
Skills
Financial Analysis, Microsoft Excel, Accounting, PowerPoint, Microsoft Word, Financial Accounting, QuickBooks, Inventory Management, Microsoft Office, Leadership, Analysis, Management, Event Planning, Financial Reporting, Data Analysis, Time Management, Teamwork, Access
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2013
Bachelor of Science (B.S.), Accounting and Management Information Systems, 3.285
Essex County College 2007 — 2010
Associate of Science (A.S.), Accounting, 3.63; Cum Laude
Financial Reporting Technologies, LLC January 2012 - Present
Rothstein Kass October 2003 - August 2010
Skills
Financial Reporting, Financial Statements, Hedge Funds, Auditing, Accounting, Fund Of Funds, Alternative Investments, Financial Audits, Management, Financial Services, Financial Accounting, CPA
Education
Fairleigh Dickinson University 1998 — 2003
BS, Accounting
Livingston High School 1994 — 1998
Stealth Mode Startup Company May 2015 - Present
Teach For America August 2013 - April 2015
PUC Schools August 2013 - April 2015
PwC June 2012 - August 2012
PwC June 2012 - July 2012
Rothstein Kass January 2012 - May 2012
CMC Student Alumni Relations Committee October 2011 - May 2012
Claremont Colleges Rugby Football Club February 2011 - February 2012
Associated Students of CMC Budget Committee September 2011 - January 2012
Skills
Microsoft Office, French, Accounting, Team Leadership, Excel, Bloomberg, Corporate Finance, Microsoft Excel, PowerPoint, Equities, Finance, Venture Capital, Mergers & Acquisitions, Economics, Budgets, Hedge Funds, Financial Analysis, Valuation, Private Equity, Management, Capital Markets, Management Consulting, Derivatives, Data Analysis, Fundraising, Auditing, Training, Forecasting, Due Diligence, Project Planning, DCF, Spanish
Education
Claremont McKenna College 2010 — 2013
Bachelor of Arts, Economics; Accounting, and Psychology
Middlebury College 2009 — 2009
BA, International Politics/Economics
St. John's School 2002 — 2009
High School
Garden City Group, LLC July 2014 - Present
Rothstein Kass March 2011 - December 2013
Hemming Morse Inc. 2007 - 2011
Moss Adams LLP 2006 - 2007
Skills
Forensic Accounting, Fraud, Expert Witness, Accounting, Certified Fraud Examiner, Business Valuation, Finance, Financial Modeling, Financial Analysis, Litigation, Due Diligence, Financial Statements, Financial Accounting, US GAAP, Internal Controls, Litigation Support
Education
University of Melbourne 2005 — 2006
Master, Accounting
Central Washington University 1997 — 2001
BS, Accounting
University of Pennsylvania Health System January 2013 - Present
Foundations Behavioral Health January 2012 - December 2012
McGladrey & Pullen July 2007 - June 2009
Rothstein Kass September 2006 - May 2007
Clifton Gunderson LLP June 2005 - August 2006
Skills
Accounting, Auditing
Education
Drexel University 2010 — 2011
Bachelor of Nursing, Nursing
University of Maryland - Robert H. Smith School of Business 2001 — 2005
Bachelor of Arts, Accounting
Clifton High
St. Philip the Apostle
University of Maryland College Park
DataForm Software January 2013 - May 2014
DMF Solutions March 2011 - December 2012
Citco Fund Services August 2010 - January 2011
Rothstein Kass September 2009 - May 2010
Citigroup April 2006 - September 2009
Consultant February 2004 - February 2006
Skills
C#, Microsoft SQL Server, WCF, Visual Studio, ASP.NET, VB.NET, Design Patterns, Oracle, Databases, WinForms, Test Driven Development, SOA, Eclipse, SharePoint, T-SQL
Education
DeVry University 2004 — 2006
Associated In Applied Science, Computer Information Systems
KPMG LLC August 2014 - Present
Rothstein Kass October 2013 - July 2014
Skills
GAAP, US GAAP, Auditing, Internal Controls, Accounting, Financial Reporting, Financial Accounting, External Audit, Financial Statements, Sarbanes-Oxley Act, Assurance, General Ledger
Education
California State University-Northridge 2011 — 2013
Bachelor of Science (B.S.), Accountancy
KPMG US July 2014 - Present
Rothstein Kass November 2006 - June 2014
Squar Milner May 2005 - May 2006
Skills
Financial Services, Tax, Accounting, Hedge Funds, Private Equity, Alternative Investments, Tax Research, Partnership Taxation, Tax Accounting, Income Tax, International Tax, Tax Preparation, Tax Returns, GAAP, Financial Accounting, Fund Of Funds, Financial Reporting, Securities, GoSystems, ProSystem fx Tax, CCH ProSystem fx, Partnership Tax Returns, Preparation, Depreciation, Fixed Assets, FIN 48, Financial Analysis, Tax Advisory, US GAAP, IRS, CCH, Partnership Accounting, US Tax, Multi-state tax returns, Pass-through Entities, CCH Research, Revenue Recognition, S Corporations, Personal Income Tax..., C-Corp, Corporate Tax, Financial Instruments, CCH Intelliconnect, Hedge Accounting, Member of AICPA, Big 4, Internal Revenue Code, Limited Partnerships
Education
California State University-Northridge 2008 — 2010
Master's degree, Taxation
University of California, Riverside 2002 — 2005
Bachelor of Science (BS), Business Administration, Management and Operations
KPMG US July 2014 - Present
Rothstein Kass October 2013 - June 2014
Rothstein Kass November 2011 - October 2013
NYCB January 2010 - January 2011
Skills
CPA, Auditing, GAAP, Private Equity, US GAAP, Microsoft Excel, Financial Audits, Cash Flow, Financial Reporting, Financial Statements, Account Reconciliation
Education
City University of New York-College of Staten Island 2007 — 2010
Bachelor's degree, Accounting
CoAdvantage November 2014 - Present
Sandoz March 2014 - November 2014
Media News Group July 2012 - March 2014
Rothstein Kass August 2008 - July 2012
Bradsby Group 2007 - 2008
BASIC 2006 - 2007
Skills
Employee Relations, Recruiting, Performance Management, Employee Benefits, Human Resources, Benefits Administration, HRIS, Talent Acquisition, Onboarding, Applicant Tracking..., New Hire Orientations, College Recruiting, FMLA, Workforce Planning, Interviews, Personnel Management, Temporary Placement, Training, Talent Management, HR Policies, Leadership, Leadership Development, Management, Coaching, Succession Planning, Strategy, Organizational Design, Conflict Resolution, Consulting, Deferred Compensation
Education
Colorado State University 2009 — 2009
SHRM Learning System, SHRM Learning System
Western Michigan University 2002 — 2007
Bachelor of Arts and Science, Communication Studies
Western Michigan University 2002 — 2007
Bachelors of Arts, and Sciences; Communications Studies; Organizational Communication
KPMG US July 2014 - Present
Rothstein Kass December 2002 - June 2014
Arthur Andersen 2000 - 2002
Skills
Financial Services, Tax Returns, Hedge Funds, Tax, Tax Preparation, CPA, Tax Research, Tax Accounting, Private Equity, Partnership Taxation, Income Tax, GoSystems, Fund Of Funds, GAAP, US GAAP
Education
Fairleigh Dickinson University 2004 — 2007
M.S., Taxation
The College of New Jersey 1996 — 2000
B.S., Accounting
Canali November 2014 - Present
Canali June 2013 - November 2014
Basler February 2013 - March 2013
Canali January 2013 - February 2013
Pershing- A BNY Mellon Company May 2012 - August 2012
Rothstein Kass January 2012 - March 2012
Fairfield University October 2008 - May 2011
Viaco Limited June 2010 - August 2010
UBS Investment Bank March 2010 - May 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Accounting, Financial Accounting, Teamwork, Auditing, Research, Leadership, Management, Data Analysis, Social Media
Education
Fairfield University 2007 — 2011
Bachelor of Science, Accounting
Mediterranean Center for Arts and Sciences
KPMG US July 2014 - Present
Rothstein Kass November 2013 - Present
Wright Family Office, Inc. May 2011 - October 2012
FM Trading Co., Inc. Diamond Cutters and Manufacturers April 2007 - February 2010
Skills
Bilingual in Hebrew and..., Semi-proficient in...
Education
Southern Methodist University - Cox School of Business 2012 — 2013
Master of Science in Accounting, Accounting
Southern Methodist University - Cox School of Business 2010 — 2012
Bachelor of Business Administration, Finance
Collin County Community College 2008 — 2010
Illumination Asset Management, LLC October 2014 - Present
Illumination Asset Management, LLC September 2012 - October 2014
Dalton Investments, LLC March 2012 - September 2012
Coast Asset Management, LLC September 2007 - March 2012
Rothstein Kass September 2004 - September 2007
Informa Research Services (formally BISYS) January 1998 - January 2004
ICDC College January 1997 - January 1998
Data Systems West January 1996 - January 1997
Skills
Accounting, Audit, Fund Of Funds, Financial Reporting, Equities, Portfolio Management, Due Diligence, Excel, Banking, Research, Asset Management, Investments, Valuation, Word, PowerPoint, Securities, Pricing, SOX, Budgeting, Risk, Auditing, Tax, General Ledger, Hedge Funds
Education
California State University-Northridge
Master of Business Administration, Accounting
California State University-Northridge
Bachelor of Science, Business Administration - Finance
KPMG US July 2014 - Present
Rothstein Kass October 2007 - July 2014
"Meritum" Spolka z.o.o. September 1999 - October 2002
Skills
Tax
Education
Essex County College
Associate in Science, Accounting
Technical University of Wroclaw
Master's, Business Administration
KPMG US July 2014 - Present
Rothstein Kass 1998 - 2014
Simpson & Simpson CPA's 1996 - 1998
R&B Realty Group 1993 - 1996
Skills
Auditing, Financial Services, Financial Statements, Broker-Dealer, GAAP, CPA, Accounting, Financial Reporting
Education
California State University-Northridge 1988 — 1996
BS, MBA, Accounting
Ithan Elementary School - Parent Teacher Organization September 2012 - Present
BMW of North America, LLC September 2003 - September 2006
Rothstein Kass October 2001 - September 2003
Education
California State University-Northridge 1995 — 2001
Bachelor of Science (B.S.), Accountancy
KPMG US July 2014 - Present
Rothstein Kass May 2010 - June 2014
BDO August 2007 - May 2010
Person&Company, LLP January 2006 - August 2007
Mercedes Benz USA April 2005 - December 2005
Skills
Tax, Accounting, Tax Advisory, Portfolio Management, Partnership Taxation, International Tax, Income Tax, Financial Services
Education
Fairleigh Dickinson University 2012 — 2015
MST, U.S. Federal and International Taxation
University of New Haven 2004 — 2005
MBA, Finance/Accounting
Universitatea Transilvania din Brașov, Romania 2002 — 2003
MS, Marketing
Universitatea Transilvania din Brașov, Romania 1998 — 2002
BS, Organizational Management & Economics
Rothstein Kass November 2011 - May 2013
State of New Jersey February 2011 - November 2011
Skills
Financial Reporting, Accounting, Healthcare, Nursing, Financial Accounting, Patient Safety, EMR, Internal Controls, Auditing, GAAP, Financial Analysis, Microsoft Excel, Microsoft Office, Finance, PowerPoint, Analysis, Nursing Care
Education
Drexel University College of Nursing & Health Professions Division of Undergraduate Nursing 2014 — 2015
Bachelor’s Degree, Registered Nursing/Registered Nurse
Rutgers, The State University of New Jersey - Rutgers Business School 2005 — 2010
B.S., Accounting and MIS
Searchmetrics, Inc August 2014 - Present
QuinStreet August 2013 - August 2014
Ampush May 2013 - May 2014
Rothstein Kass August 2011 - November 2012
Palantir Technologies August 2010 - July 2011
Placer ARC August 2009 - July 2010
Rigel Pharmaceuticals, Inc. July 2007 - July 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Outlook, Research, Data Analysis, Recruiting, Windows, Training, Adobe Acrobat, Client Service Oriented, Communication Skills, Networking, Spreadsheets, Operations Management, Event Management, Legal Research, Legalese, Administrative..., Formatting Documents, Travel Planning, Management, Blogging, Social Media Marketing, Editing, SEO, Marketing, Social Networking, Online Marketing, Administrative..., Google Analytics, Social Media, Content Strategy, Public Relations, Email Marketing, Communication
Education
California State University-Sacramento 2003 — 2007
Bachelor of Science (B.S.), Biology/Biological Sciences, General
Folsom High School
KPMG US July 2014 - Present
Rothstein Kass September 2012 - Present
Rothstein Kass June 2011 - September 2012
Allstar Donuts January 2000 - June 2011
Dattani & Co March 2008 - August 2010
Skills
Tax, Tax Preparation, GAAP, Accounting, CPA, Bookkeeping, Auditing
Education
San Francisco State University, College of Business 2007 — 2010
BS, Accounting
College of San Mateo 2003 — 2007
A.A. Degree, Accounting; Business Administration and Liberal Studies
McGladrey October 2014 - Present
Rothstein Kass June 2013 - July 2013
Skills
Forensic Accounting, Litigation Consulting, Data Analysis, Financial Statement..., Financial Modeling, Statistics, Mathematics, Analysis, Financial Reporting, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Teamwork, Public Speaking, Valuation, Strategic Consulting
Education
Claremont McKenna College 2010 — 2014
Bachelor of Arts (BA), Economics-Accounting
Apple October 2014 - Present
Apple September 2012 - July 2014
Apple August 2008 - September 2012
Apple November 2010 - October 2011
Apple August 2008 - October 2008
Rothstein Kass January 2008 - April 2008
Skills
Writing, Mac OS, iOS, HTML, CSS, Social Networking, eBay, iPhone, iPad, Social Media, Keynote, iPhoto, Mac, Twitter, Facebook, Facebook Fan Page..., iMovie, Adobe Photoshop, Adobe Dreamweaver, Adobe Acrobat, iPod, Pinterest, Tumblr, Blogger, WordPress, Sales, Leadership, Analytical Skills, Resume Writing, Aperture, Mac OS X, Customer Service, Retail, Teamwork, Interior Design, Conflict Resolution, Brand Loyalty, Employee Loyalty, Activism, Klout, OS X, Photoshop, iWork, iLife, Adobe Creative Suite, Customer Experience, Visual Merchandising
Education
Essex County College 2004 — 2007
Business Administration
Hunter College 2011 — 2012
Continuing Education - Italian
KPMG US July 2014 - Present
Rothstein Kass November 2011 - June 2014
Education
California State University-Northridge
Family Office October 2013 - Present
Kayne Anderson Capital Advisors July 2012 - August 2013
Rothstein Kass April 2011 - July 2012
Rothstein Kass October 2008 - April 2011
Skills
Hedge Funds, Private Equity, Venture Capital, Alternative Investments, Family Office, Auditing, Fund Of Funds, Financial Planners, Financial Services, Valuation, Asset Management, GAAP, SEC filings, CPA, US GAAP, Fund Accounting
Education
University of California, Los Angeles 2005 — 2008
B.A., Economics and Accounting
City College of San Francisco 2003 — 2005
A.A.
Sacred Heart Cathedral Preparatory 1999 — 2003
High School
Shearman & Sterling LLP October 2013 - Present
Shearman & Sterling LLP May 2012 - July 2012
Rothstein Kass January 2010 - March 2010
Education
Cornell Law School 2010 — 2013
Doctor of Law (JD)
Rutgers, The State University of New Jersey-Newark 2007 — 2010
Bachelor of Science (BS), Accounting and Finance
Woods Family Office June 2014 - Present
A T & C Corp. June 2008 - April 2015
Rothstein Kass June 2013 - August 2013
Beta Alpha Psi August 2012 - May 2013
VITA (Volunteer Income Tax Assistance) September 2009 - May 2013
Skills
Financial Accounting, Accounting, Tax Preparation, QuickBooks, Peachtree, Financial Reporting, GAAP, Microsoft Word, Microsoft Office, Bookkeeping
Education
University of Illinois at Urbana-Champaign 2015 — 2016
Master’s Degree, Taxation
California State University-Northridge 2008 — 2013
Accountancy, Junior
KPMG September 2014 - Present
KPMG October 2012 - September 2014
KPMG January 2011 - April 2012
Rothstein Kass June 2010 - August 2010
Liz Claiborne June 2009 - August 2009
Skills
Microsoft Excel, Tax, Microsoft Office
Education
Tulane University - A.B. Freeman School of Business 2007 — 2012
BSM/MACC, Accounting & Finance
Comillas Pontifical University 2009 — 2009
Business
Rothstein Kass January 2014 - Present
Nisivoccia LLP Accounting, Audit & Business Advisory January 2013 - December 2013
Fairleigh Dickinson University September 2012 - December 2012
Wedgewood Communications March 2011 - May 2012
OfficeTeam August 2010 - March 2011
Raritan Inc. April 2008 - August 2009
Skills
Microsoft Office, FileMaker, Marketing, Sage, Strategic Planning, Filemaker Pro, SalesLogix, ProSystem fx Tax, GoSystems, Outlook, CCH ProSystem fx, Time Management, Financial Reporting, PowerPoint, Teamwork, Accounting, Microsoft Excel, Auditing, QuickBooks, Social Media
Education
Fairleigh Dickinson University 2008 — 2013
Bachelor of Science (BS), Accounting
McGladrey June 2014 - June 2015
Rothstein Kass January 2013 - May 2014
Siemens Industry September 2010 - March 2011
Siemens Healthcare September 2009 - March 2010
Siemens Healthcare September 2008 - March 2009
Skills
Microsoft Excel, Internal Controls, Financial Analysis, Microsoft Office, Process Improvement, Financial Statements, Account Reconciliation, Accounting, Auditing, Accounts Receivable, GAAP
Education
Drexel University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
LaSalle College High School
Citi December 2014 - Present
Rothstein Kass October 2005 - May 2013
Skills
Fund Of Funds, GAAP, Financial Reporting, Financial Accounting, Auditing, Tax Accounting, US GAAP, Accounting, Internal Controls, Alternative Investments, CPA, SEC filings, General Ledger, Hedge Funds, Private Equity, Financial Statements, Allocations, Financial Audits
Education
Fairleigh Dickinson University 2001 — 2005
Master of Science (MS), Accounting
Portware, LLC January 2009 - Present
Stoneleigh Park Holdings, LLC April 2004 - Present
Rothstein Kass October 2007 - December 2008
Waterford Holdings, LLC and Worldco, LLC July 1993 - April 2004
Kaufmann & Company CPA's July 1990 - July 1993
Skills
Financial Analysis, Strategic Planning, Equities, Financial Modeling, Business Strategy, Investments, Microsoft Excel, Due Diligence, Accounting, Project Management, Mergers, Valuation, Business Analysis, Corporate Finance, Derivatives, Mergers & Acquisitions, Securities, Fixed Income, Trading, Strategy, Finance, Start-ups, Alternative Investments, Private Equity, Entrepreneurship, Venture Capital, Financial Services, Financial Markets, Investment Banking, Management, Auditing, Equity Trading, Options
Education
Rutgers, The State University of New Jersey-Newark 2005 — 2009
MBA, Concentration in Finance
Columbia University in the City of New York 2000 — 2003
None, Courses in Mathematics
New York Institute of Finance 1998 — 2002
Wall Street Finance courses
Siena College 1983 — 1988
BBA Accounting, Accounting
KPMG US July 2014 - Present
Rothstein Kass 2004 - 2014
Rothstein Kass 2004 - 2008
ADP 2001 - 2004
Ridgefield Park School District 1999 - 2001
Skills
Project Management, Program Management, Financial Reporting, Continuous Process..., Coaching & Leadership..., IT Financial Management, VMware, EMC Storage, Technology Management, Storage Virtualization, CPA, Strategic Planning, Disaster Recovery, Business Continuity, IT Operations Management, Audio/ Video..., Data Center..., Cloud Computing, Information Architecture, Vendor & Contract..., APC, Cisco Technologies, Building Relationships, Data Center, Business Analysis, Enterprise Software
Education
University of Phoenix
Bachelor's Degree, Bachelor of Science in Information Technology
County College of Morris
Associate's Degree, Associate of Science in Mechanical Engineering
Mesa West Capital April 2014 - Present
Rothstein Kass January 2013 - February 2014
California State University, Northridge August 2012 - December 2013
Wells Fargo March 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Public Speaking, Teamwork, Windows, Data Analysis, English, Access, Outlook
Education
California State University-Northridge 2009 — 2013
Bachelor of Science (B.S.), Accounting and Finance
Elysium Management LLC October 2013 - Present
Rothstein Kass August 2011 - October 2013
Berkeley Quantitative October 2010 - August 2011
Caip Partners, LLC 2006 - October 2010
Ampere Capital 2005 - 2006
Pequot Capital 1999 - 2005
Goldstein Golub Kessler & Co PC 1986 - 1999
Education
Claremont McKenna College 1979 — 1983
BA, Economics/ Accounting
Portsmouth Abbey 1976 — 1979
Goldman Sachs July 2014 - Present
Rothstein Kass November 2011 - July 2014
Quest Diagnostics, Inc May 2010 - August 2010
Fairleigh Dickinson University August 2008 - January 2009
Education
Fairleigh Dickinson University 2007 — 2011
Masters of Science in Accounting, Accounting
Wroxton College 2009 — 2009
St. Joseph by the Sea
KPMG US June 2014 - Present
Rothstein Kass January 1987 - June 2014
Singer & Co January 1980 - December 1986
Skills
Hedge Funds, Family Office, CPA, Fund Of Funds, Alternative Investments, Private Equity, Finance, Investment Management, Venture Capital, Due Diligence, Investments, Valuation, Asset Management, Equities, Securities, Tax, Portfolio Management, Investor Relations, Accounting, Mutual Funds, Private Placements, Financial Structuring, Financial Modeling, Business Valuation, Corporate Finance, SEC filings, Fund Accounting, Financial Services, Mergers & Acquisitions, Investment Advisory, Bloomberg, Partnership Taxation, Strategic Financial..., Bonds, Asset Managment, Fixed Income, Derivatives, Options, Prime Brokerage, IPO, Investment Banking, High Net Worth..., Wealth Management, Investment Strategies, Funding, Financial Advisory, Financial Markets, Restructuring, GAAP
Education
California State University-Northridge 1975 — 1979
Bachelor of Science (B.S.), Accounting
Greater New York Insurance Companies April 2014 - Present
Rothstein Kass September 2012 - April 2014
Department of Citywide Administrative Services July 2009 - September 2012
Swiss Re July 2008 - May 2009
The Schonbraun McCann Group 2007 - 2008
Macy's 2005 - 2006
Pressler and Pressler 2002 - 2004
Skills
Business Process..., Data Analysis, Recruitment/Retention, Workforce Planning, Project Implementation, Project Coordination, Strategic Planning, human resources, Human Resources, Onboarding, Applicant Tracking..., Recruiting, HRIS, Resume Writing, Management, PeopleSoft, Performance Management, Talent Acquisition, Sourcing, Job Analysis, Talent Management, HR Policies, Program Management, Organizational..., Budgets, Employee Relations, Analysis, Interviews, Employee Benefits
Education
Capella University 2004 — 2006
Masters, Industrial Organizational Psychology
Montclair State University 1998 — 2001
B.A., Psychology/Paralegal
Standish Management, LLC August 2008 - Present
Rothstein Kass October 2005 - June 2008
Skills
US GAAP, Accounting, Auditing, GAAP, Fund Of Funds, Financial Reporting, Internal Controls, Private Equity, Financial Analysis, Fund Accounting, Due Diligence, Valuation, Financial Modeling, Financial Accounting
Education
California State University-Northridge 2001 — 2005
BDO USA, LLP July 2013 - Present
Rothstein Kass October 2008 - May 2013
Bidz.com Inc July 2007 - September 2008
Skills
Sarbanes-Oxley Act, Accounting, Financial Reporting, QuickBooks, Auditing, Internal Controls, GAAP, Financial Statements, Accounts Receivable, Consolidation, Income Tax, Management, US GAAP, CPA, Invoicing, Financial Accounting, General Ledger, Assurance, Microsoft Excel, Fixed Assets, Financial Audits
Education
California State University-Los Angeles 2006 — 2007
B.S., Business Administration, Accounting
Demetrius Berkower LLP December 2012 - Present
Blank, Govlich and Tsikman, CPA, LLP 2004 - Present
ACSB & Company LLP January 2011 - December 2012
BGT Fund Administration January 2006 - December 2010
Rothstein Kass November 1999 - April 2005
Chapman Capital, LLC 2005 - 2005
Skills
Hedge Funds, Fund Of Funds, Tax, Investment Management, Auditing, Accounting, Tax Preparation, Financial Services, Financial Reporting, Investments, Financial Analysis, Alternative Investments, Internal Controls, Private Equity, Financial Accounting
Education
California State University-Northridge 1994 — 1995
MIS, Finance
Odessa State Polytechnic University 1987 — 1992
BS, Economics, Management Information Systems
Rothstein Kass Marketing CoordinatorMDY Advanced Technologies2000 - 2002
Education
City University of New York-Hunter College
Zero Cost Solar Inc. January 2015 - Present
Weston Capital Management, Inc. June 2000 - December 2014
Rothstein Kass October 1997 - June 2000
Dorfman & Rutt, LLP September 1995 - October 1997
Skills
Accounting, Financial Modeling, Financial Analysis, Financial Reporting, Fundraising, Due Diligence, Budgets
Education
CSUN
Bachelor's degree, Accounting
Rothstein Kass January 2006 - October 2007
Rothstein Kass January 2005 - December 2005
Skills
QuickBooks, Partnership Taxation, Tax, Accounting, Tax Accounting, CPA, Income Tax, Tax Returns, Tax Research, Corporate Tax, Tax Preparation, IRS, Sales Tax
Education
City University of New York-Herbert H. Lehman College 1987 — 1989
Master, Accounting
Fu Jen Catholic University 1980 — 1984
BBA, ACCOUNTING
Kayne Anderson Capital Advisors, L.P. June 2015 - Present
Kayne Anderson Capital Advisors May 2011 - June 2015
Rothstein Kass October 2008 - May 2011
Rothstein Kass February 2007 - April 2007
Skills
Hedge Funds, Private Equity, Auditing, Accounting, Financial Modeling, GAAP, Equities, Valuation, Alternative Investments, Investments, Tax, Securities, Finance, Mutual Funds, Portfolio Management, Financial Analysis
Education
California State University-Northridge 2004 — 2008
BS, Accounting, Finance, Business Administration
KPMG US July 2014 - Present
Rothstein Kass November 2010 - June 2014
J.H. Cohn LLP June 2005 - April 2010
Rothstein Kass November 2003 - June 2005
Skills
Tax Research, Partnership Taxation, Tax Accounting, Corporate Tax, CPA, Tax, Tax Preparation, GAAP, Income Tax, US GAAP, Tax Returns, ProSystem fx Tax, Accounting, Auditing, Financial Accounting, Tax Law, Financial Statements
Education
Fairleigh Dickinson University 2007 — 2010
MS, Taxation
University of Maryland - Robert H. Smith School of Business 1999 — 2003
BS, Accounting
Rothstein Kass October 2003 - Present
Skills
Group Policy, Windows Server, Active Directory, Microsoft Certified..., Windows 7, Troubleshooting, Microsoft CRM, Microsoft Office, SQL, Enterprise Vault, Microsoft Exchange, ePolicy Orchestrator, ADFS 2.0, Blackberry Enterprise..., IIS, Customer Service, Citrix, Organized Multi-tasker
Education
NJIT
BS, Information Technology
Essex County College
Associates, Computer Science
Kaiser Permanente March 2015 - Present
KPMG US July 2014 - March 2015
Rothstein Kass January 2013 - June 2014
Texas Comptroller of Public Accounts June 2010 - December 2012
Stanislawski & Company, Inc February 2008 - April 2009
Southern California Edison May 2008 - October 2008
Accounting Society January 2008 - June 2008
I Sports Supply Co June 2007 - February 2008
Zeta Epsilon Tau Fraternity May 2006 - May 2007
Skills
Accounting
Education
California State University 2007 — 2009
B.S, Business Administration; Option in Accounting
California State University-Los Angeles 2007 — 2009
Sandalwood Securities, Inc. June 2010 - Present
AWSCPA NJ July 2013 - Present
Rothstein Kass October 2005 - May 2010
rothstein kass 2005 - 2008
AT&T December 2000 - October 2005
AT&T 2000 - 2005
Calltrol Corp September 1998 - November 2000
Skills
Financial Reporting, Accounting, Auditing, GAAP, Financial Accounting, Internal Controls, Tax, US GAAP, CPA, SEC filings, Financial Analysis, Public Relations, Financial Statements, QuickBooks, General Ledger, Financial Audits, Tax Preparation, Sarbanes-Oxley Act, Fund Of Funds, Corporate Tax, Tax Accounting, Fund Accounting
Education
Fairleigh Dickinson University 2004 — 2007
MS, Accounting
University of Delaware 1994 — 1998
BA, Geography
High Point Solutions November 2011 - Present
J.H. Cohn LLP January 2011 - December 2011
Deloitte January 2010 - January 2011
Rothstein Kass August 2008 - January 2010
Citi Hedge Fund Services N.A. July 2006 - August 2008
Citi Hedge Fund Services North America, Inc. January 2005 - July 2006
Rothstein Kass September 2003 - January 2005
Skills
Accounting, Tax Accounting, Financial Reporting, Auditing, Tax, Financial Accounting, Corporate Tax, CPA, US GAAP, Internal Controls, Tax Preparation, Financial Analysis, Tax Returns, GAAP
Education
Fairleigh Dickinson University 2005 — 2007
MBA, Finance
Rothstein Kass January 2008 - May 2011
Stonefield Josephson 2006 - 2008
Good Swartz Brown & Berns LLP 2004 - 2006
Skills
GAAP, Auditing, Tax, US GAAP, SEC filings, Accounting
Education
California State University-Northridge 2002 — 2004
BS, Accounting
KPMG US July 2014 - Present
Rothstein Kass July 2005 - June 2014
Smolin Lupin & Co November 2003 - July 2005
Skills
GAAP, Accounting, Auditing, Financial Reporting, Fund Of Funds, Fund Accounting, Tax, CPA, Tax Preparation, Financial Accounting, Internal Controls, General Ledger, Partnership Taxation, US GAAP, Account Reconciliation, Financial Statements, Tax Accounting, QuickBooks, Hedge Funds
Education
Montclair State University 2003 — 2005
MBA, business administration
County College of Morris 1997 — 2001
Associates of Science, Accounting
Prudential Financial May 2012 - Present
Prudential Financial October 2007 - April 2012
Rothstein Kass 2005 - 2007
Education
Fairleigh Dickinson University 2004 — 2004
M.S., Accounting
Fairleigh Dickinson University 2000 — 2004
B.S, Accounting
Cammeby's International Group June 2013 - Present
Ernst & Young October 2011 - May 2013
Rothstein Kass October 2008 - October 2011
Skills
US GAAP, Accounting, GAAP, Auditing, Tax, Tax Research, Partnership Taxation, Financial Statements, Tax Accounting, Corporate Tax, Financial Accounting, Tax Returns, SEC filings, CPA
Education
Fairleigh Dickinson University 2006 — 2008
MS in Accounting
Millburn Corporation January 2010 - December 2013
Ernst & Young December 2006 - January 2010
Rothstein Kass October 2005 - December 2006
Asset Alliance Corporation August 2004 - September 2005
Skills
GAAP, Financial Analysis, Financial Reporting, Financial Modeling, SEC filings, Internal Controls, IFRS, Due Diligence, Tax, Hedge Funds, Auditing, US GAAP, Fund Accounting, Accounting
Education
City University of New York-Brooklyn College 2001 — 2005
Bachelor of Science (B.S.), Accounting
NBCUniversal April 2012 - Present
Rothstein Kass January 2012 - March 2012
Rothstein Kass August 2011 - January 2012
Rothstein Kass June 2009 - August 2011
The Walt Disney Company November 2005 - May 2009
KPMG LLP October 2003 - November 2005
KPMG April 2003 - October 2003
Stroock & Stroock & Lavan LLP January 2002 - April 2003
Summit Entertainment August 2000 - January 2002
Skills
Tax, Finance, Income Tax, International Tax, Business Strategy, Entertainment, Mergers & Acquisitions, Management, Payroll, Joint Ventures, Corporate Finance, Restructuring, Financial Reporting, Due Diligence, Financial Analysis
Education
New York University School of Law 1997 — 1998
LLM, Tax
California Western School of Law 1991 — 1994
JD, Law
University of Connecticut 1987 — 1991
BS, Finance
GCM Grosvenor February 2014 - Present
Rothstein Kass August 2004 - February 2014
PricewaterhouseCoopers February 2004 - August 2004
Education
Fairleigh Dickinson University 1999 — 2003
B.S, Accounting
Rothstein Kass July 2013 - Present
HMX, LLC March 2010 - June 2013
International Women's Apparel January 1998 - March 2009
Skills
Apparel, Merchandising, Retail, Forecasting, Customer Service, Microsoft Office, Fashion, Trend Analysis
Education
Central Michigan University
EisnerAmper LLP January 2012 - Present
BDO USA, LLP November 2010 - December 2011
Rothstein Kass January 1992 - October 2010
Skills
Partnership Taxation, Private Equity, Financial Services, CPA, Tax, Leadership, Tax Returns, Auditing, SEC filings, Tax Accounting, Tax Advisory, Corporate Tax, GAAP, Tax Law, Tax Research, Financial Accounting, Internal Controls, Marketing, US GAAP, Financial Reporting, Asset Management, Hedge Funds, Fund Of Funds, International Tax, Income Tax, Tax Preparation, Financial Planners, QuickBooks, Due Diligence, Corporate Finance, Mergers & Acquisitions, Financial Analysis, Accounting
Education
Fairleigh Dickinson University 2000 — 2004
MS, Taxation
Seton Hall University School of Law 1994 — 1998
JD, Law
Rutgers, The State University of New Jersey-Newark 1991 — 1992
MBA, Professional Accounting
Penn State University 1986 — 1990
BS, Marketing, Minor in Business Logistics
KPMG 2014 - Present
Rothstein Kass 2010 - 2014
DOROT 2009 - 2010
Gould Paper Corporation 2006 - 2007
Skills
Accounting, Financial Analysis, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Due Diligence, Forecasting, Analysis, Tax Returns, Research, Tax, Auditing, Tax Research, Finance, CCH ProSystem fx, State Tax
Education
City University of New York-College of Staten Island 2004 — 2008
Bachelor of Science (BS), Accounting
Kayne Anderson Capital Advisors May 2004 - Present
Rothstein Kass September 2000 - May 2004
Skills
Fund Of Funds, Hedge Funds, Financial Modeling, Valuation, Finance, SEC Filings, Private Equity, Internal Controls
Education
California State University-Northridge 1998 — 2000
BS in Accountancy
Withers Bergman December 2014 - Present
Independent Estate Tax Consultant June 2014 - December 2014
WithumSmith+Brown November 2012 - May 2014
Parness & Parness PC January 2012 - November 2012
Rothstein Kass July 2008 - December 2011
EisnerAmper LLP September 2002 - July 2008
Education
Fairleigh Dickinson University
MST, taxation
Seton Hall University School of Law
JD
The Pantry May 2014 - Present
The Pantry December 2010 - May 2014
The Pantry April 2009 - December 2010
Deloitte November 2004 - April 2009
Rothstein Kass October 2003 - November 2004
Skills
Accounting, Financial Reporting, Forecasting, GAAP, IFRS, Financial Modeling, Auditing, Essbase, Microsoft Excel, Management, SEC filings, Finance
Education
Villanova University 1999 — 2003
Bachelor of Science, Accountancy
Duke University - The Fuqua School of Business
Larson & Rosenberger November 2009 - Present
Rothstein Kass October 2008 - March 2009
Education
Claremont McKenna College 2004 — 2008
BA, Econ-Accounting
Farallon Capital Management April 2014 - Present
Rothstein Kass January 2007 - April 2014
Macias Gini & O'Connell LLP August 2005 - December 2006
Skills
GAAP, Financial Reporting, Hedge Funds, Fund Of Funds, Leadership, Microsoft Excel, Alternative Investments, Partnership Taxation, Fund Accounting, Internal Controls, Financial Statements
Education
California State University-Hayward - School of Business and Economics 2003 — 2005
BSc, Business Administration (option in Accounting)
Diablo Valley College 2001 — 2003
St. Paul's Co-educational College 1995 — 1999
US Bank February 2010 - Present
Rothstein Kass September 2007 - April 2009
Warner Bros. Entertainment Group of Companies 2005 - 2006
Skills
Financial Reporting, Accounting, Auditing, Compliance, Hedge Funds, SEC reporting, Investments, SEC filings, Financial Statements, Financial Services, Portfolio Management, Mutual Funds, SEC Filings
Education
California State University-Northridge 2002 — 2007
BS, Accounting
Tarlow & Co., CPA's July 2009 - Present
Rothstein Kass August 2008 - May 2009
Mahoney Cohen & Company, CPA, PC May 1996 - August 2008
Shulman, Weingarten & Co. May 1992 - October 1996
Skills
Accounting, Financial Reporting, Auditing, Internal Controls, Financial Accounting, Tax, General Ledger, US GAAP, External Audit, Bookkeeping, QuickBooks, ProSystem fx Engagement, Engagement CS, GoSystem Tax RS, Go System Audit, PPC Engagement Manager
Education
Hunter College 1986 — 1990
Bachelor of Science (B.S.), Accounting
Deloitte July 2014 - Present
Rothstein Kass November 2011 - July 2014
Leaf, Saltzman, Manganelli, Pfeil & Tendler, LLP February 2010 - November 2011
Valley National Group March 2007 - May 2009
Skills
Tax, Accounting, Tax Preparation, Leadership, QuickBooks, Nonprofits, Microsoft Excel, Private Equity, Income Tax, Financial Analysis
Education
Lehigh University 2007 — 2009
BS, Accounting, Economics
Drew University 2005 — 2006
Economics
Landmark Education
Beach Point Capital Management LP June 2009 - Present
Akanthos Capital Management, LLC April 2006 - May 2009
Rothstein Kass October 2003 - March 2006
Education
California State University-Northridge 1999 — 2003
Bachelors, Accountancy
California State University-Northridge 1999 — 2003
Bachelors, Business Administration w/Finance
Party City September 2013 - Present
Flexon Industries June 2012 - September 2013
EK Success January 2011 - February 2012
EK Success for Martha Stewart June 2009 - December 2011
EK Success August 2007 - May 2009
EK Success January 2007 - August 2007
BISYS January 2005 - January 2007
Rothstein Kass January 2004 - January 2005
Skills
Product Marketing, Product Management, Market Research, Product Development, Competitive Analysis, Product Launch, Cross-functional Team..., Pricing, Consumer Products, Project Management, Marketing Strategy, Marketing, Brand Development, Market Planning, Trade Shows
Education
County College of Morris 2001 — 2003
Associate in Applied Science, Marketing, Advertising, Economics
Henson and Company October 2010 - Present
PwC June 2011 - January 2012
Becker Professional Education 2009 - August 2010
Rothstein Kass September 2008 - May 2009
PricewaterhouseCoopers, LLP 2003 - 2008
Skills
Auditing, IFRS, Financial Statements, CPA, Financial Reporting, Microsoft Office, Tax Law, Tax Accounting, Revenue Recognition, Compliance Audits, Public Speaking, Classroom Instruction, Instructor-led Training, Financial Instruments, Learning Management, External Audit, Forensic Accounting, Quality Assurance, US GAAP, US GAAP reporting, SEC filings, Content Development, Content Writing, Technical Writing, Articulate Suite, Tax Research, Real Estate Development, Leases, FIN 48, GAAP
Education
California State University-Northridge 2000 — 2004
B.S., Accountancy
KPMG July 2014 - Present
Rothstein Kass November 2010 - Present
Joseph Opoczynski, CPA January 2010 - April 2010
Bloomberg LP October 2009 - December 2009
Skills
Auditing, CPA, Internal Controls, US GAAP, GAAP
Education
Fairleigh Dickinson University 2006 — 2008
Master of Science (MS), Accounting
Marlin Equity Partners December 2014 - Present
Imperial Capital, LLC June 2014 - November 2014
MSD Capital April 2010 - June 2014
Rothstein Kass October 2007 - April 2010
Related June 2007 - August 2007
Skills
Hedge Funds, Mutual Funds, Financial Services, CPA, Fund Accounting, Financial Reporting, Accounting, GAAP, Financial Accounting, US GAAP, Auditing, Financial Statements, Internal Controls, SEC filings, Tax
Education
City University of New York-Hunter College
Bachelor's Degree, Accounting, Cum Laude
KPMG US July 2014 - Present
Rothstein Kass October 2006 - June 2014
Skills
CPA, Fund Of Funds, Hedge Funds, Auditing, US GAAP, Accounting, Tax, Financial Accounting, SEC filings, Financial Reporting, Internal Controls, GAAP, Private Equity, Partnership Taxation
Education
California State University-Northridge 2004 — 2006
Bachelors, Accountancy
KPMG US July 2014 - September 2014
Rothstein Kass October 2013 - June 2014
Rothstein Kass October 2011 - October 2013
Rothstein Kass January 2010 - October 2011
KPMG September 2006 - December 2009
Skills
Big 4, Financial Accounting, Tax Preparation, Partnership Taxation, CPA, High Net Worth..., Tax Returns, S Corporations, ProSystem fx Tax, GoSystems, Partnership Tax Returns, Tax Research, Tax, Tax Accounting, State Tax
Education
Fairleigh Dickinson University 2011 — 2015
Master of Science (M.S.), Taxation
Manhattan College 2002 — 2006
Bachelor of Science, Accounting
The Financial Bodyguard Insurance services January 2010 - Present
Rothstein Kass 2004 - 2008
Skills
Tax, Licensed Life & Health..., Long Term Care Insurance, Disability Insurance, Employee Benefits Design, Premium Financing, Permanent Life Insurance, Term Life Insurance, High Net Worth..., Financial Planners, Estate Tax Planning, Finance, Partnership Taxation, Retirement, Estate Planning, Small Business, Corporate Tax, Income Tax, Tax Returns, Tax Law, Strategic Financial..., 401k, Trusts, Whole Life, Profit Sharing, 401k Rollovers, Employee Benefits, Group Benefit Plans, Financial Planning, Life Insurance
Education
California State University-Northridge 2000 — 2010
Master of Science, Taxation
KPMG US July 2014 - Present
Rothstein Kass April 2012 - June 2014
Service Support Specialties November 2010 - March 2012
Skills
.NET, C#, Visual Basic, Java, HTML, ASP.NET, SQL Server, JavaScript, CSS, Visual Studio, VB.NET, jQuery, T-SQL, WCF, TFS, AJAX, Web Services, Databases, SQL, Database Design, Web Development, Eclipse, Software Development, Programming, Software Engineering, OOP, Visio, LINQ, Microsoft CRM, HTML 5, Microsoft SQL Server, SDLC, WCF Services
Education
DeVry University
Associate in Applied Science, Computer Information Systems 02/2010; Computer Forensics
DeVry University
Bachelor of Science, Computer Information Systems; Computer Forensics
Apollo Education Group December 2014 - Present
Air Methods June 2014 - November 2014
W.J. Bradley Mortgage Capital, LLC May 2013 - June 2014
Rothstein Kass December 2011 - May 2013
Rothstein Kass November 2010 - November 2011
Rothstein Kass January 2010 - March 2010
Skills
US GAAP, GAAP, CPA, Auditing, Accounting, SEC filings, Internal Controls, Financial Reporting, Financial Accounting, Fund Of Funds, Financial Statements, Finance, External Audit
Education
Colorado State University 2006 — 2009
Bachelor of Science (BS), Accounting and Finance
API Accounting Practices, Inc. April 2015 - Present
EY January 2014 - October 2014
Seiler LLP October 2012 - December 2013
EisnerAmper LLP December 2011 - June 2012
Rothstein Kass January 2010 - September 2011
Macy's June 2004 - January 2010
Standish Management, LLC February 2008 - July 2009
Wells Fargo Bank August 2005 - February 2008
RHL Design Group August 2001 - June 2004
Skills
Hedge Funds, Fund Accounting, Financial Reporting, Audit, Accounting, Alternative Investments, Valuation, Financial Statements, Fund Of Funds, Bloomberg, Not for Profit, Nonprofits, Liquidation, Equities, Private Foundations, RIAs, Investment Companies, Registered Investment..., Reviews, Auditing, Financial Accounting
Education
San Francisco State University, College of Business 2007 — 2009
Bachelor of Science, Business Administration, Accounting
Diablo Valley College 2005 — 2007
Associates of Science, Business Administration, Business
Alhambra High School
The Bank of New York Mellon December 2010 - Present
Rothstein Kass October 2006 - December 2010
Nextel Communications 2002 - 2006
Skills
Financial Analysis, Accounting, Sarbanes-Oxley Act, GAAP, Internal Controls, IFRS, Tax, Financial Reporting, Financial Accounting, Auditing, Microsoft Excel, Tax Preparation, Hedge Funds, Fund Of Funds, K-1, US GAAP, External Audit, Financial Statements, Microsoft Office, GoSystems, CCH ProSystem fx, ProSystem fx Tax, Adobe Acrobat, Communication Skills, Managerial Skills, Financial Services, FAS 157, SFAS 161, FIN 48, Equities, Investments
Education
Pace University 2004 — 2006
MBA, Accounting
City University of New York-Hunter College 1997 — 2002
BA, Computer Science
GSO Capital Partners September 2013 - Present
Ernst & Young December 2010 - September 2013
Rothstein Kass January 2007 - December 2010
Skills
CPA, Partnership Taxation, Accounting, Corporate Tax, Financial Reporting, GAAP, Income Tax, Tax, Tax Accounting, Tax Preparation, Tax Research, US GAAP, Internal Controls, Auditing
Education
Fairleigh Dickinson University
MS, Accounting
Rothstein Kass August 2011 - Present
The Moth December 2010 - May 2011
Freshpair December 2007 - May 2009
Bliss July 2005 - December 2007
Fashion Institute of Technology January 2001 - August 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Windows, Research, Outlook, Editing, Management, Administrative..., Time Management
Education
Columbia University in the City of New York
Bachelor of Arts (B.A.)
MTF December 2014 - Present
Rothstein Kass July 2012 - October 2013
The FORT Group February 2006 - May 2012
IntelliSpace January 2002 - February 2006
Intellispace Inc October 1999 - January 2002
Staples April 1995 - June 2000
Skills
Telecommunications, Adobe Creative Suite, Microsoft Office, Strategic Planning, Microsoft Excel, Troubleshooting, VPN, Networking, Servers, Active Directory, Firewalls, Microsoft Exchange, Routers, Computer Hardware, Technical Support, Software Installation, Security
Education
Dover Business College 1999 — 2000
Associate's degree, Computer Installation and Repair Technology/Technician
Friedman LLP December 2008 - Present
The Sziklay Borresen Group, LLC March 2003 - November 2008
Ross, Rosenthal & Company 1995 - March 2003
Rothstein Kass 1988 - 1994
David Fischer & Company 1983 - 1987
Skills
Tax Preparation, Corporate Tax, Tax Accounting, CPA, Income Tax, Tax Research, Tax Returns, Tax, ProSystem fx Tax, Trust Taxation, Partnership Taxation, Tax-planning, Sales Tax, Estate & Gift Taxation, Individual Income Tax, Private Foundations
Education
Old Dominion University 1980 — 1982
B.S., Business/Accounting
County College of Morris 1978 — 1980
Associate of Arts (A.A.), Business
BNY Mellon August 2008 - August 2009
Rothstein Kass January 2005 - April 2007
Standard Chartered Bank September 2000 - June 2001
PwC August 1997 - August 2000
Skills
Accounting, Audit, Financial Reporting, Auditing
Education
California State University-Northridge 2003 — 2005
Bachelor of Science (B.S.), Accounting
CertainTeed Corporation February 2015 - Present
Modnique March 2014 - Present
Bidz.com September 2007 - February 2014
Rothstein Kass October 2005 - April 2007
Gibson, Dunn & Crutcher LLP February 2000 - October 2005
Skills
Human Resources, Microsoft Office, Microsoft Excel, Onboarding, Benefits Administration, HRIS, Employee Relations, FMLA, Employee Benefits, College Recruiting, Recruiting, Training, Talent Acquisition, Interviews, Management, Performance Management, Employee Training, Personnel Management, Ultipro, Team Building, Conflict Resolution, Payroll, Data Entry, Leadership, Social Networking, Retail, Teamwork
Education
California State University-Long Beach
Bachelor of Science (BS), Business Administration/Human Resources Management
Rothstein Kass 2013 - Present
Skills
Accounting, QuickBooks, Tax Preparation, Auditing, Tax, Financial Reporting
Education
Colorado Technical University
New York Life March 2013 - Present
Citi January 2013 - January 2014
Rothstein Kass November 2011 - December 2012
Fifth & Pacific Companies, Inc. February 2010 - August 2010
Skills
Auditing, Internal Audit, Sarbanes-Oxley Act, Financial Accounting, Finance, Accounting, Financial Analysis
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2011
Master of Science (MS), Accounting
Rutgers, The State University of New Jersey - Rutgers Business School 2008 — 2011
Bachelor of Science (BS), Accounting and Finance
Essex County College
James Caldwell High School
CohnReznick LLP July 2015 - Present
CohnReznick LLP July 2014 - June 2015
Rothstein Kass January 2013 - February 2014
Jewish Vocational Service April 2007 - December 2012
Education
California State University-Northridge 2008 — 2012
Bachelor of Science (BS), Accounting
Rothstein Kass January 2012 - Present
Rothstein Kass January 2011 - January 2012
Guzman Distributors July 2008 - January 2012
Skills
Microsoft Office, Peachtree, Elite Webview, Microsoft CRM, Lotus 123, Bilingual, Bilingual-English/Spanis...
Education
City University of New York-Herbert H. Lehman College
Bachelor's Degree, Computer Science