Rothstein Kass
Description
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
Employee
Years
Job
Industry
Sebastian Spears Sebastian Spears's Rothstein Kass Experience January 2013 - March 2013
Job Law Clerk at Densborn Blachly LLP
Industry Law Practice
Experience
Densborn Blachly LLP May 2015 - Present
Indiana Department of Revenue August 2014 - Present
Rothstein Kass January 2013 - March 2013
Griffin Strategies September 2012 - December 2012
Roche Diagnostics May 2012 - August 2012
The Magnolia Group January 2012 - May 2012
Roche Diagnostics June 2009 - August 2011
Southern Methodist University August 2010 - May 2011
Southern Methodist University Men's Basketball September 2009 - May 2011
Skills
Data Analysis, Sales, PowerPoint, Excel, Inventory Management, SAP, Statistics, Microsoft Office, Public Speaking, Microsoft Word, Social Media, Leadership, Management, Event Planning, Research, Social Networking, Facebook, Time Management, Customer Service, Teamwork, Nonprofits, Contract Drafting, Survey Analysis, Organization Skills, Legal Research
Education
Indiana University Robert H. McKinney School of Law 2013 — 2016
Juris Doctor, Law, 2L
Southern Methodist University - Cox School of Business 2009 — 2013
Bachelor, Accounting
Lawrence North High School
Densborn Blachly LLP May 2015 - Present
Indiana Department of Revenue August 2014 - Present
Rothstein Kass January 2013 - March 2013
Griffin Strategies September 2012 - December 2012
Roche Diagnostics May 2012 - August 2012
The Magnolia Group January 2012 - May 2012
Roche Diagnostics June 2009 - August 2011
Southern Methodist University August 2010 - May 2011
Southern Methodist University Men's Basketball September 2009 - May 2011
Skills
Data Analysis, Sales, PowerPoint, Excel, Inventory Management, SAP, Statistics, Microsoft Office, Public Speaking, Microsoft Word, Social Media, Leadership, Management, Event Planning, Research, Social Networking, Facebook, Time Management, Customer Service, Teamwork, Nonprofits, Contract Drafting, Survey Analysis, Organization Skills, Legal Research
Education
Indiana University Robert H. McKinney School of Law 2013 — 2016
Juris Doctor, Law, 2L
Southern Methodist University - Cox School of Business 2009 — 2013
Bachelor, Accounting
Lawrence North High School
Cesar Rodriguez-Salas , CPA, CFE's Rothstein Kass Experience March 2008 - June 2009
Job Finance & Content Accounting at Netflix
Industry Accounting
Experience
Netflix July 2014 - Present
Green Hasson Janks September 2009 - July 2014
Rothstein Kass March 2008 - June 2009
Ernst & Young January 2005 - November 2006
Skills
Internal Controls, Auditing, Sarbanes-Oxley Act, CPA, Assurance, External Audit, Big 4, Financial Analysis, Due Diligence, Royalties, Forensic Accounting, Litigation Consulting, Media & Entertainment
Education
University of Puerto Rico 2000 — 2004
BBA, Accounting
Harvard Business School
Netflix July 2014 - Present
Green Hasson Janks September 2009 - July 2014
Rothstein Kass March 2008 - June 2009
Ernst & Young January 2005 - November 2006
Skills
Internal Controls, Auditing, Sarbanes-Oxley Act, CPA, Assurance, External Audit, Big 4, Financial Analysis, Due Diligence, Royalties, Forensic Accounting, Litigation Consulting, Media & Entertainment
Education
University of Puerto Rico 2000 — 2004
BBA, Accounting
Harvard Business School
Chanh Phan Chanh Phan's Rothstein Kass Experience January 2014 - March 2014
Job Audit Associate at KPMG US
Industry Accounting
Experience
KPMG US October 2014 - Present
Rothstein Kass January 2014 - March 2014
Louie and Stettler May 2011 - May 2013
Volunteer August 2009 - December 2009
Skills
Teamwork, Organization &..., Communication, Customer Service, Always Willing to Learn, Microsoft Excel, Microsoft Word, PowerPoint, Auditing, Accounting, Time Management, Accounts Payable, Financial Reporting, US GAAP
Education
Golden Gate University 2013 — 2014
Master of Accountancy, Accounting
UC Davis 2006 — 2010
Bachelor of Arts (B.A.), Economics and Psychology
KPMG US October 2014 - Present
Rothstein Kass January 2014 - March 2014
Louie and Stettler May 2011 - May 2013
Volunteer August 2009 - December 2009
Skills
Teamwork, Organization &..., Communication, Customer Service, Always Willing to Learn, Microsoft Excel, Microsoft Word, PowerPoint, Auditing, Accounting, Time Management, Accounts Payable, Financial Reporting, US GAAP
Education
Golden Gate University 2013 — 2014
Master of Accountancy, Accounting
UC Davis 2006 — 2010
Bachelor of Arts (B.A.), Economics and Psychology
Ashley Crowe, CPA Ashley Crowe, CPA's Rothstein Kass Experience November 2010 - August 2011
Job Vice President at BBR Partners
Industry Accounting
Experience
BBR Partners August 2013 - Present
HSBC Securities September 2011 - August 2013
Rothstein Kass November 2010 - August 2011
Skills
Hedge Funds, Finance, Financial Services, Auditing, Fund Of Funds, Financial Statements, Derivatives, Financial Analysis, Accounting, Financial Accounting, Tax, Internal Controls, Equities, Bloomberg, Financial Risk
Education
Fordham University 2010 — 2011
MS in Professional Accounting, Accounting
Villanova University 2006 — 2009
BS in Accountancy, BA of Business Administration, Finance
Universita 'di Urbino
BBR Partners August 2013 - Present
HSBC Securities September 2011 - August 2013
Rothstein Kass November 2010 - August 2011
Skills
Hedge Funds, Finance, Financial Services, Auditing, Fund Of Funds, Financial Statements, Derivatives, Financial Analysis, Accounting, Financial Accounting, Tax, Internal Controls, Equities, Bloomberg, Financial Risk
Education
Fordham University 2010 — 2011
MS in Professional Accounting, Accounting
Villanova University 2006 — 2009
BS in Accountancy, BA of Business Administration, Finance
Universita 'di Urbino
Anthony LaMastro, CPA's Rothstein Kass Experience November 2011 - December 2013
Job Fund Accountant/Operations Associate at Owl Creek Asset Management
Industry Accounting
Experience
Owl Creek Asset Management December 2013 - Present
Rothstein Kass November 2011 - December 2013
Skills
Auditing, Hedge Funds, Accounting, Financial Accounting, Financial Audits, US GAAP, Member of AICPA, CPA, Stocks, Investments, Fund Of Funds, Offshore Funds, Private Equity, Allocations, Financial Statement..., Auditing Standards, GAAS, Performance Reviews, Financial Statements, Financial Reporting, Consolidated Financial...
Education
George Mason University 2006 — 2011
Bachelor of Science (BS), Accounting
Owl Creek Asset Management December 2013 - Present
Rothstein Kass November 2011 - December 2013
Skills
Auditing, Hedge Funds, Accounting, Financial Accounting, Financial Audits, US GAAP, Member of AICPA, CPA, Stocks, Investments, Fund Of Funds, Offshore Funds, Private Equity, Allocations, Financial Statement..., Auditing Standards, GAAS, Performance Reviews, Financial Statements, Financial Reporting, Consolidated Financial...
Education
George Mason University 2006 — 2011
Bachelor of Science (BS), Accounting
Ruoyu (Roy-yu) Zhang's Rothstein Kass Experience January 2014 - April 2014
Job Tax Consultant II at Deloitte
Industry Financial Services
Experience
Deloitte July 2014 - Present
Rothstein Kass January 2014 - April 2014
HNA Holding Group March 2013 - August 2013
HSBC June 2011 - September 2011
Skills
Financial Modeling, Risk Management, Financial Statement..., Credit, Accounting, Credit Risk, Matlab, Equity Derivatives, Bloomberg, Corporate Tax, Financial Analysis, Tax Advisory, Tax Preparation, VBA, Corporate Finance, Partnership Taxation, Hedge Funds, Private Equity
Education
Fordham University - Graduate School of Business Administration 2012 — 2013
Master's degree, Accounting
The Ohio State University - The Max M. Fisher College of Business 2010 — 2012
Bachelor's Degree, Accounting and Finance, Magna Cum Laude
Ohio University 2008 — 2010
Accounting and Finance
Deloitte July 2014 - Present
Rothstein Kass January 2014 - April 2014
HNA Holding Group March 2013 - August 2013
HSBC June 2011 - September 2011
Skills
Financial Modeling, Risk Management, Financial Statement..., Credit, Accounting, Credit Risk, Matlab, Equity Derivatives, Bloomberg, Corporate Tax, Financial Analysis, Tax Advisory, Tax Preparation, VBA, Corporate Finance, Partnership Taxation, Hedge Funds, Private Equity
Education
Fordham University - Graduate School of Business Administration 2012 — 2013
Master's degree, Accounting
The Ohio State University - The Max M. Fisher College of Business 2010 — 2012
Bachelor's Degree, Accounting and Finance, Magna Cum Laude
Ohio University 2008 — 2010
Accounting and Finance
Stephen Mobbs, CPA's Rothstein Kass Experience November 2011 - May 2012
Job CPA at NextEra Energy Resources
Industry Accounting
Experience
NextEra Energy Resources June 2015 - Present
University of Miami February 2014 - May 2015
Financial Industry Regulatory Authority (FINRA) January 2015 - April 2015
Cantera and Associates, Inc. March 2014 - June 2014
US Securities and Exchange Commission September 2013 - November 2013
Swindell, Bohn, Durden & Phillips May 2013 - August 2013
Rothstein Kass November 2011 - May 2012
Skills
Accounting, SEC filings, Tax, PowerPoint, Microsoft Excel, Financial Reporting, Financial Accounting
Education
University of Miami 2012 — 2015
Juris Doctor (JD), Cum Laude
The London School of Economics and Political Science (LSE) 2011 — 2011
Leadership in Organizations
University of Florida 2010 — 2011
Master of Science (MS), Accounting
Florida State University 2005 — 2009
Bachelor of Science (BS), Accounting
NextEra Energy Resources June 2015 - Present
University of Miami February 2014 - May 2015
Financial Industry Regulatory Authority (FINRA) January 2015 - April 2015
Cantera and Associates, Inc. March 2014 - June 2014
US Securities and Exchange Commission September 2013 - November 2013
Swindell, Bohn, Durden & Phillips May 2013 - August 2013
Rothstein Kass November 2011 - May 2012
Skills
Accounting, SEC filings, Tax, PowerPoint, Microsoft Excel, Financial Reporting, Financial Accounting
Education
University of Miami 2012 — 2015
Juris Doctor (JD), Cum Laude
The London School of Economics and Political Science (LSE) 2011 — 2011
Leadership in Organizations
University of Florida 2010 — 2011
Master of Science (MS), Accounting
Florida State University 2005 — 2009
Bachelor of Science (BS), Accounting
Matthew Walsh, CPA Matthew Walsh, CPA's Rothstein Kass Experience September 2012 - May 2014
Job Senior Accountant at Hudson River Trading
Industry Accounting
Experience
Hudson River Trading April 2014 - Present
Rothstein Kass September 2012 - May 2014
J.P. Morgan June 2012 - September 2012
J.P. Morgan June 2011 - June 2012
Rothstein Kass October 2008 - June 2011
Skills
SEC reporting, Financial Reporting, Audit, Regulatory Reporting, Accounting, Business Planning, Headcount Management, Auditing, Financial Audits, Private Equity, US GAAP, CPA, Risk Management
Education
Lehigh University 2004 — 2008
BS, Accounting
Hudson River Trading April 2014 - Present
Rothstein Kass September 2012 - May 2014
J.P. Morgan June 2012 - September 2012
J.P. Morgan June 2011 - June 2012
Rothstein Kass October 2008 - June 2011
Skills
SEC reporting, Financial Reporting, Audit, Regulatory Reporting, Accounting, Business Planning, Headcount Management, Auditing, Financial Audits, Private Equity, US GAAP, CPA, Risk Management
Education
Lehigh University 2004 — 2008
BS, Accounting
Shiraz Ahmad Siddiqi Shiraz Ahmad Siddiqi's Rothstein Kass Experience November 2013 - June 2014
Job Financial Auditor at KPMG US
Industry Accounting
Experience
KPMG US July 2015 - Present
KPMG US July 2014 - July 2015
Rothstein Kass November 2013 - June 2014
Magnetic Resonance of New Jersey (MRNJ) - Nutley, NJ January 2013 - May 2013
American Diagnostic Imaging - Newark, NJ May 2011 - January 2013
Hudson Radiology Center - Bayonne, NJ June 2010 - May 2011
Hudson County Community College July 2009 - May 2010
Skills
QuickBooks, Microsoft Operating..., Microsoft Office, Microsoft Word, Microsoft Excel, Access, English, Urdu, Hindi, Punjabi, Pashto, AdvanceMD, Medics Premiere, Windows, Customer Service, Analysis, Training, Accounting, Invoicing, Management, Account Reconciliation, Accounts Payable, Accounts Receivable, Outlook, Teamwork, Payroll, Tax, Leadership, Data Entry, Budgets, PowerPoint, Data Analysis, SAP, Time Management, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Financial Accounting, General Ledger, Auditing, Inventory Management, Microsoft Publisher, Public Speaking, Visio, Banking, Team Leadership, Research, Team Building, Lotus Notes, Software Documentation
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2013
Bachelor of Science (BS), Accounting, 3.3
Rutgers University 2010 — 2013
Bachelor of Science (BS), Accounting, 3.3
Hudson County Community College 2008 — 2010
Associate of Science (A.S.), Accounting, 3.6
KPMG US July 2015 - Present
KPMG US July 2014 - July 2015
Rothstein Kass November 2013 - June 2014
Magnetic Resonance of New Jersey (MRNJ) - Nutley, NJ January 2013 - May 2013
American Diagnostic Imaging - Newark, NJ May 2011 - January 2013
Hudson Radiology Center - Bayonne, NJ June 2010 - May 2011
Hudson County Community College July 2009 - May 2010
Skills
QuickBooks, Microsoft Operating..., Microsoft Office, Microsoft Word, Microsoft Excel, Access, English, Urdu, Hindi, Punjabi, Pashto, AdvanceMD, Medics Premiere, Windows, Customer Service, Analysis, Training, Accounting, Invoicing, Management, Account Reconciliation, Accounts Payable, Accounts Receivable, Outlook, Teamwork, Payroll, Tax, Leadership, Data Entry, Budgets, PowerPoint, Data Analysis, SAP, Time Management, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Financial Accounting, General Ledger, Auditing, Inventory Management, Microsoft Publisher, Public Speaking, Visio, Banking, Team Leadership, Research, Team Building, Lotus Notes, Software Documentation
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2013
Bachelor of Science (BS), Accounting, 3.3
Rutgers University 2010 — 2013
Bachelor of Science (BS), Accounting, 3.3
Hudson County Community College 2008 — 2010
Associate of Science (A.S.), Accounting, 3.6
Brendan Roberts, CPA Brendan Roberts, CPA's Rothstein Kass Experience August 2011 - June 2014
Job Recruiting Manager at Sherpa
Industry Accounting
Experience
Sherpa August 2015 - Present
Dixon Hughes Goodman LLP August 2014 - July 2015
Rothstein Kass August 2011 - June 2014
Rothstein Kass January 2011 - August 2011
GSC Group September 2008 - January 2011
Kevin P. Martin & Associates PC September 2006 - August 2008
Skills
Financial Reporting, Accounting, Private Equity, Acquisitions, Financial Analysis, Due Diligence, Valuation, Hedge Funds, Finance, GAAP, Investments, Financial Statements, Mergers, Auditing, Portfolio Management, Mergers & Acquisitions
Education
University of Massachusetts Boston 2006 — 2008
MBA
Gordon College 2002 — 2006
Undergraduate
Sherpa August 2015 - Present
Dixon Hughes Goodman LLP August 2014 - July 2015
Rothstein Kass August 2011 - June 2014
Rothstein Kass January 2011 - August 2011
GSC Group September 2008 - January 2011
Kevin P. Martin & Associates PC September 2006 - August 2008
Skills
Financial Reporting, Accounting, Private Equity, Acquisitions, Financial Analysis, Due Diligence, Valuation, Hedge Funds, Finance, GAAP, Investments, Financial Statements, Mergers, Auditing, Portfolio Management, Mergers & Acquisitions
Education
University of Massachusetts Boston 2006 — 2008
MBA
Gordon College 2002 — 2006
Undergraduate
Brian Steib's Rothstein Kass Experience November 2010 - May 2013
Job Bank Examiner
Industry Financial Services
Experience
Office of the Comptroller of the Currency January 2014 - Present
Rothstein Kass November 2010 - May 2013
Rothstein Kass January 2010 - March 2010
New Jersey Transit June 2005 - May 2009
Skills
Accounting, Auditing, Financial Reporting, Internal Controls, US GAAP, Microsoft Excel, Budgets, GAAP, Accounts Payable, Microsoft Office, Legal Research, Legal Document Review, Property Management, Real Estate
Education
Rutgers Business School 2009 — 2010
M.B.A., Accounting
Lehigh University 1999 — 2003
B.A., English, Philosophy
Office of the Comptroller of the Currency January 2014 - Present
Rothstein Kass November 2010 - May 2013
Rothstein Kass January 2010 - March 2010
New Jersey Transit June 2005 - May 2009
Skills
Accounting, Auditing, Financial Reporting, Internal Controls, US GAAP, Microsoft Excel, Budgets, GAAP, Accounts Payable, Microsoft Office, Legal Research, Legal Document Review, Property Management, Real Estate
Education
Rutgers Business School 2009 — 2010
M.B.A., Accounting
Lehigh University 1999 — 2003
B.A., English, Philosophy
Dakshesh Patel Dakshesh Patel's Rothstein Kass Experience 2005 - 2008
Job Senior Accountant at AIG
Industry Accounting
Experience
AIG March 2015 - Present
AIG February 2013 - February 2015
E&Y October 2010 - February 2013
BlackRock September 2008 - August 2010
Rothstein Kass 2005 - 2008
Skills
Auditing, US GAAP, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, CPA, External Audit, GAAP, SEC filings, Enterprise Risk..., Financial Accounting, Financial Modeling, Financial Statements, IFRS, Internal Audit, Sarbanes-Oxley, Tax
Education
Kean University 2000 — 2005
Bachelor of Science (B.S.), Accounting
AIG March 2015 - Present
AIG February 2013 - February 2015
E&Y October 2010 - February 2013
BlackRock September 2008 - August 2010
Rothstein Kass 2005 - 2008
Skills
Auditing, US GAAP, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, CPA, External Audit, GAAP, SEC filings, Enterprise Risk..., Financial Accounting, Financial Modeling, Financial Statements, IFRS, Internal Audit, Sarbanes-Oxley, Tax
Education
Kean University 2000 — 2005
Bachelor of Science (B.S.), Accounting
Rob Kucenski Rob Kucenski's Rothstein Kass Experience September 2008 - July 2014
Job Senior Manager at KPMG US
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass September 2008 - July 2014
Citigroup January 2005 - September 2008
Skills
Hedge Funds, CPA, US GAAP, GAAP, Alternative Investments, Private Equity, SEC filings, Financial Reporting, Fund Of Funds, Auditing, Tax, Internal Controls, Fund Accounting, Accounting
Education
University of Delaware 1996 — 2000
Bachelor of Science, Accounting
Fairleigh Dickinson University
KPMG US July 2014 - Present
Rothstein Kass September 2008 - July 2014
Citigroup January 2005 - September 2008
Skills
Hedge Funds, CPA, US GAAP, GAAP, Alternative Investments, Private Equity, SEC filings, Financial Reporting, Fund Of Funds, Auditing, Tax, Internal Controls, Fund Accounting, Accounting
Education
University of Delaware 1996 — 2000
Bachelor of Science, Accounting
Fairleigh Dickinson University
Elyse Kalish, CPA's Rothstein Kass Experience September 2008 - June 2014
Job Tax Manager at KPMG US
Industry Accounting
Experience
KPMG US September 2008 - Present
Rothstein Kass September 2008 - June 2014
RSM McGladrey 2006 - 2008
Skills
Financial Reporting, Accounting, GAAP, Financial Analysis, CPA, Tax Accounting, Financial Accounting, US GAAP, Tax Preparation, Auditing, Tax Research, Tax, SEC filings, Internal Controls, Partnership Taxation, Income Tax, Private Equity, Bookkeeping, Corporate Tax, Tax Returns, Hedge Funds, Financial Services, QuickBooks
Education
Indiana University - Kelley School of Business 2002 — 2006
BS, Accounting & Operations Management
KPMG US September 2008 - Present
Rothstein Kass September 2008 - June 2014
RSM McGladrey 2006 - 2008
Skills
Financial Reporting, Accounting, GAAP, Financial Analysis, CPA, Tax Accounting, Financial Accounting, US GAAP, Tax Preparation, Auditing, Tax Research, Tax, SEC filings, Internal Controls, Partnership Taxation, Income Tax, Private Equity, Bookkeeping, Corporate Tax, Tax Returns, Hedge Funds, Financial Services, QuickBooks
Education
Indiana University - Kelley School of Business 2002 — 2006
BS, Accounting & Operations Management
Carlie Leduc Carlie Leduc's Rothstein Kass Experience 2013 - 2013
Job Physical Therapist Aide, ChiroMedical Group
Industry Hospital & Health Care
Experience
CBS Interactive October 2011 - May 2013
Rothstein Kass 2013 - 2013
Landmark Education July 2006 - December 2012
Google November 2010 - October 2011
Sport Management Master's Program July 2008 - August 2010
University of San Francisco January 2010 - May 2010
San Andres Apostol January 2009 - May 2009
University of San Francisco August 2007 - June 2008
Bon Appetit August 2006 - May 2008
University of San Francisco January 2007 - May 2007
Skills
PowerPoint, Microsoft Excel, Photoshop, Microsoft Word, Spanish, French, Google Apps, Public Speaking, Event Planning, Teaching, Social Media, Non-profits, Social Networking, Coaching, Editing, Fundraising, Social Media Marketing, Research, Microsoft Office, Customer Service, Nonprofits, Marketing Strategy, Leadership, Entrepreneurship, Advertising, Event Management, Program Management, Team Leadership, Recruiting, Time Management, Organizational...
Education
Landmark Education 2006 — 2010
University of San Francisco 2006 — 2010
2010 B.A, International Studies; World Religions & Spiritualities
Santa Clara University 2009 — 2009
Study Abroad, Casa de la Solidaridad
Tokay High School 2002 — 2006
The French Class
CBS Interactive October 2011 - May 2013
Rothstein Kass 2013 - 2013
Landmark Education July 2006 - December 2012
Google November 2010 - October 2011
Sport Management Master's Program July 2008 - August 2010
University of San Francisco January 2010 - May 2010
San Andres Apostol January 2009 - May 2009
University of San Francisco August 2007 - June 2008
Bon Appetit August 2006 - May 2008
University of San Francisco January 2007 - May 2007
Skills
PowerPoint, Microsoft Excel, Photoshop, Microsoft Word, Spanish, French, Google Apps, Public Speaking, Event Planning, Teaching, Social Media, Non-profits, Social Networking, Coaching, Editing, Fundraising, Social Media Marketing, Research, Microsoft Office, Customer Service, Nonprofits, Marketing Strategy, Leadership, Entrepreneurship, Advertising, Event Management, Program Management, Team Leadership, Recruiting, Time Management, Organizational...
Education
Landmark Education 2006 — 2010
University of San Francisco 2006 — 2010
2010 B.A, International Studies; World Religions & Spiritualities
Santa Clara University 2009 — 2009
Study Abroad, Casa de la Solidaridad
Tokay High School 2002 — 2006
The French Class
Greg Ostrofsky, CPA Greg Ostrofsky, CPA's Rothstein Kass Experience November 2010 - October 2013
Job Fund Accountant at Davidson Kempner
Industry Accounting
Experience
Davidson Kempner Capital Management October 2013 - Present
Rothstein Kass November 2010 - October 2013
Garbarini & Co. June 2010 - November 2010
Skills
Auditing, Hedge Funds, External Audit, CPA
Education
Lehigh University - College of Business and Economics 2005 — 2009
BS, Accounting, Finance, Marketing
Davidson Kempner Capital Management October 2013 - Present
Rothstein Kass November 2010 - October 2013
Garbarini & Co. June 2010 - November 2010
Skills
Auditing, Hedge Funds, External Audit, CPA
Education
Lehigh University - College of Business and Economics 2005 — 2009
BS, Accounting, Finance, Marketing
Vincent Calcagno Vincent Calcagno's Rothstein Kass Experience November 2003 - June 2014
Job Alternative Investments Outsourced CFO & COO Solutions
Industry Investment Management
Experience
Agile Fund Solutions, LLC August 2015 - Present
KPMG US July 2014 - July 2015
Rothstein Kass November 2003 - June 2014
Family Office 1999 - 2003
Coopers & Lybrand February 1994 - January 1999
Skills
Hedge Funds, Fund Of Funds, Private Equity Funding, Financial Services, Capital Markets, Mutual Funds, Alternative Investments, Private Equity, Equities, Investments, Venture Capital, Fund Administration, Due Diligence, Finance, Auditing, Valuation, Tax, Fund Accounting, Securities, Family Office, Financial Reporting, Derivatives, Accounting, High Net Worth..., Financial Markets, US GAAP, Business Valuation, Strategy, Investment Banking, Mergers, Options, Bonds, Internal Controls, Financial Modeling, Fixed Income, Mergers & Acquisitions, Prime Brokerage
Education
Fordham University 1990 — 1994
Bachelor of Science (B.S.), Public Accounting
Holy Cross High School 1987 — 1990
Agile Fund Solutions, LLC August 2015 - Present
KPMG US July 2014 - July 2015
Rothstein Kass November 2003 - June 2014
Family Office 1999 - 2003
Coopers & Lybrand February 1994 - January 1999
Skills
Hedge Funds, Fund Of Funds, Private Equity Funding, Financial Services, Capital Markets, Mutual Funds, Alternative Investments, Private Equity, Equities, Investments, Venture Capital, Fund Administration, Due Diligence, Finance, Auditing, Valuation, Tax, Fund Accounting, Securities, Family Office, Financial Reporting, Derivatives, Accounting, High Net Worth..., Financial Markets, US GAAP, Business Valuation, Strategy, Investment Banking, Mergers, Options, Bonds, Internal Controls, Financial Modeling, Fixed Income, Mergers & Acquisitions, Prime Brokerage
Education
Fordham University 1990 — 1994
Bachelor of Science (B.S.), Public Accounting
Holy Cross High School 1987 — 1990
Jack Harding Jack Harding's Rothstein Kass Experience November 2013 - May 2014
Job Associate Accountant at KPMG
Industry Accounting
Experience
KPMG May 2014 - Present
Rothstein Kass November 2013 - May 2014
Skills
Financial Reporting, Auditing, Financial Analysis, Financial Accounting, Microsoft Excel, Internal Controls, Account Reconciliation
Education
Iona College 2010 — 2012
Bachelor's degree, Accounting
KPMG May 2014 - Present
Rothstein Kass November 2013 - May 2014
Skills
Financial Reporting, Auditing, Financial Analysis, Financial Accounting, Microsoft Excel, Internal Controls, Account Reconciliation
Education
Iona College 2010 — 2012
Bachelor's degree, Accounting
Amir Bagherzadeh Amir Bagherzadeh's Rothstein Kass Experience October 2012 - June 2014
Job Accounting Manager Accomplice
Industry Accounting
Experience
Accomplice VC June 2015 - Present
KPMG US July 2014 - June 2015
Rothstein Kass October 2012 - June 2014
Rothstein Kass November 2010 - October 2012
Skills
Accounting, SEC filings, Financial Accounting, Financial Analysis, Financial Reporting, Microsoft Office, Microsoft Excel, QuickBooks, Auditing, PowerPoint, Microsoft Word, US GAAP, Outlook, CPA, External Audit, GAAP, Financial Statements, Assurance, Private Equity, Alternative Investments, Venture Capital, Brokers
Education
Lehigh University 2006 — 2010
BS, Accounting
Accomplice VC June 2015 - Present
KPMG US July 2014 - June 2015
Rothstein Kass October 2012 - June 2014
Rothstein Kass November 2010 - October 2012
Skills
Accounting, SEC filings, Financial Accounting, Financial Analysis, Financial Reporting, Microsoft Office, Microsoft Excel, QuickBooks, Auditing, PowerPoint, Microsoft Word, US GAAP, Outlook, CPA, External Audit, GAAP, Financial Statements, Assurance, Private Equity, Alternative Investments, Venture Capital, Brokers
Education
Lehigh University 2006 — 2010
BS, Accounting
Davide DeFilippis's Rothstein Kass Experience January 2014 - April 2014
Job Real Estate Tax Associate
Industry Accounting
Experience
KPMG US September 2014 - Present
Rothstein Kass January 2014 - April 2014
HBO August 2013 - January 2014
US Army March 2004 - July 2008
Skills
Military, Operational Planning, Analysis, Risk Assessment, Risk Management, Accounts Receivable, Contractual Agreements, Royalties, License Management, International Tax, International Business, Team Management, Account Reconciliation, Leadership, Internal Controls, Accounting, Teamwork, Auditing
Education
Rutgers, The State University of New Jersey-Newark 2011 — 2014
Accounting, finance
Kean University 2009 — 2011
KPMG US September 2014 - Present
Rothstein Kass January 2014 - April 2014
HBO August 2013 - January 2014
US Army March 2004 - July 2008
Skills
Military, Operational Planning, Analysis, Risk Assessment, Risk Management, Accounts Receivable, Contractual Agreements, Royalties, License Management, International Tax, International Business, Team Management, Account Reconciliation, Leadership, Internal Controls, Accounting, Teamwork, Auditing
Education
Rutgers, The State University of New Jersey-Newark 2011 — 2014
Accounting, finance
Kean University 2009 — 2011
Jeff Kollin Jeff Kollin's Rothstein Kass Experience March 2009 - June 2014
Job Principal at KPMG US
Industry Financial Services
Experience
KPMG US July 2014 - Present
Rothstein Kass March 2009 - June 2014
R3 Capital Partners July 2008 - March 2009
Lehman Brothers January 1998 - June 2008
Accenture 1989 - 1991
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Equities, Private Equity, Prime Brokerage, Capital Markets, Asset Managment, Fixed Income, Derivatives, Securities, Valuation, Investment Banking, Investments, Due Diligence, Asset Management, Options, Investment Management, Equity Derivatives, Trading, Emerging Markets, Financial Services, Venture Capital, Mutual Funds, FX Options
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance / International Business
Lehigh University 1985 — 1989
BS, Industrial Engineering
KPMG US July 2014 - Present
Rothstein Kass March 2009 - June 2014
R3 Capital Partners July 2008 - March 2009
Lehman Brothers January 1998 - June 2008
Accenture 1989 - 1991
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Equities, Private Equity, Prime Brokerage, Capital Markets, Asset Managment, Fixed Income, Derivatives, Securities, Valuation, Investment Banking, Investments, Due Diligence, Asset Management, Options, Investment Management, Equity Derivatives, Trading, Emerging Markets, Financial Services, Venture Capital, Mutual Funds, FX Options
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance / International Business
Lehigh University 1985 — 1989
BS, Industrial Engineering
Andrew Byrnes, CPA Andrew Byrnes, CPA's Rothstein Kass Experience June 2013 - May 2014
Job Tax Analyst at Goldman Sachs
Industry Accounting
Experience
Goldman Sachs May 2014 - Present
Rothstein Kass June 2013 - May 2014
Rothstein Kass January 2013 - April 2013
Skills
Tax, Tax Preparation, Private Equity, Hedge Funds, Tax Research, Partnership Taxation, GAAP, US GAAP, CPA
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2012 — 2013
Master of Accountancy, Financial Accounting
Kean University 2010 — 2012
Bachelor of Science (BS), Accounting
Goldman Sachs May 2014 - Present
Rothstein Kass June 2013 - May 2014
Rothstein Kass January 2013 - April 2013
Skills
Tax, Tax Preparation, Private Equity, Hedge Funds, Tax Research, Partnership Taxation, GAAP, US GAAP, CPA
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2012 — 2013
Master of Accountancy, Financial Accounting
Kean University 2010 — 2012
Bachelor of Science (BS), Accounting
Claire Rotella Claire Rotella's Rothstein Kass Experience August 2011 - July 2013
Job
Industry Nonprofit Organization Management
Experience
Rothstein Kass August 2011 - July 2013
Lyon November 2010 - July 2011
Fred Torres Collaborations January 2010 - August 2010
Park Avenue Armory January 2009 - September 2009
Haverford College, Office of International Programs January 2007 - May 2008
Accenture May 2007 - August 2007
Starbucks May 2005 - August 2005
V2 Records April 2004 - May 2004
Skills
Social Media, Administrative..., Research, Microsoft Office, Editing, Events, Microsoft Word, Microsoft Excel, Tessitura, Writing, Proofreading, Photoshop, FileMaker, Outlook, Social Networking, CRM
Education
Haverford College 2004 — 2008
Bachelor of Arts (BA), History, Psychology
Newark Academy 2001 — 2004
International Baccalaureate (IB) Diploma
Rothstein Kass August 2011 - July 2013
Lyon November 2010 - July 2011
Fred Torres Collaborations January 2010 - August 2010
Park Avenue Armory January 2009 - September 2009
Haverford College, Office of International Programs January 2007 - May 2008
Accenture May 2007 - August 2007
Starbucks May 2005 - August 2005
V2 Records April 2004 - May 2004
Skills
Social Media, Administrative..., Research, Microsoft Office, Editing, Events, Microsoft Word, Microsoft Excel, Tessitura, Writing, Proofreading, Photoshop, FileMaker, Outlook, Social Networking, CRM
Education
Haverford College 2004 — 2008
Bachelor of Arts (BA), History, Psychology
Newark Academy 2001 — 2004
International Baccalaureate (IB) Diploma
Gabriela Moul, CMP Gabriela Moul, CMP's Rothstein Kass Experience October 2012 - May 2014
Job Event Manager at AIG
Industry Insurance
Experience
AIG May 2014 - Present
Rothstein Kass October 2012 - May 2014
KPMG March 2004 - October 2012
Novartis October 2000 - March 2004
Cendant August 1998 - October 2000
Skills
Event Management, Event Planning, Marketing Communications, Microsoft Office, Budget, Customer Service, Strategic Planning, Project Management, Marketing, Training, Hospitality, Corporate Events, Trade Shows, Hotels, Hospitality Management, Marketing Management, Performance Management, Negotiation, Meeting Planning, Contract Negotiation
Education
Johnson and Wales University 1992 — 1996
Bachelor of Science, Hospitality Sales and Meeting Management
AIG May 2014 - Present
Rothstein Kass October 2012 - May 2014
KPMG March 2004 - October 2012
Novartis October 2000 - March 2004
Cendant August 1998 - October 2000
Skills
Event Management, Event Planning, Marketing Communications, Microsoft Office, Budget, Customer Service, Strategic Planning, Project Management, Marketing, Training, Hospitality, Corporate Events, Trade Shows, Hotels, Hospitality Management, Marketing Management, Performance Management, Negotiation, Meeting Planning, Contract Negotiation
Education
Johnson and Wales University 1992 — 1996
Bachelor of Science, Hospitality Sales and Meeting Management
James Parillo, CPA James Parillo, CPA's Rothstein Kass Experience September 2013 - January 2014
Job Tax Senior Manager at KPMG US
Industry Accounting
Experience
KPMG US February 2014 - Present
Rothstein Kass September 2013 - January 2014
Rothstein Kass October 2010 - October 2013
Rothstein Kass October 2009 - October 2010
Rothstein Kass July 2007 - October 2009
Berson & Corrado, LLP July 2005 - January 2007
Skills
Tax, Hedge Funds, Accounting, Tax Accounting, Tax Returns, Fund Of Funds, Partnership Taxation, Quickbooks, Excel, Alternative Investments, Tax Compliance, Tax Preparation, Tax Research, Private Equity, Accounts Receivable, CPA, Financial Services, QuickBooks, Financial Reporting, Microsoft Excel, Finance
Education
Ithaca College 2001 — 2005
BS, Accounting
KPMG US February 2014 - Present
Rothstein Kass September 2013 - January 2014
Rothstein Kass October 2010 - October 2013
Rothstein Kass October 2009 - October 2010
Rothstein Kass July 2007 - October 2009
Berson & Corrado, LLP July 2005 - January 2007
Skills
Tax, Hedge Funds, Accounting, Tax Accounting, Tax Returns, Fund Of Funds, Partnership Taxation, Quickbooks, Excel, Alternative Investments, Tax Compliance, Tax Preparation, Tax Research, Private Equity, Accounts Receivable, CPA, Financial Services, QuickBooks, Financial Reporting, Microsoft Excel, Finance
Education
Ithaca College 2001 — 2005
BS, Accounting
Wendy Nunn Wendy Nunn's Rothstein Kass Experience February 2010 - June 2014
Job Senior Manager at KPMG US
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass February 2010 - June 2014
KPMG February 2008 - November 2009
PricewaterhouseCoopers September 1992 - January 2008
Skills
CPA, Auditing, Employee Benefits, SEC filings, US GAAP, GAAP, Financial Reporting, Financial Accounting, Accounting
Education
Lehigh University 1988 — 1992
Bachelor's degree, Accounting
Princeton Day School
KPMG US July 2014 - Present
Rothstein Kass February 2010 - June 2014
KPMG February 2008 - November 2009
PricewaterhouseCoopers September 1992 - January 2008
Skills
CPA, Auditing, Employee Benefits, SEC filings, US GAAP, GAAP, Financial Reporting, Financial Accounting, Accounting
Education
Lehigh University 1988 — 1992
Bachelor's degree, Accounting
Princeton Day School
Brittney Watson Brittney Watson's Rothstein Kass Experience February 2008 - June 2010
Job Project Coordinator at Power Home Remodeling Group
Industry Consumer Services
Experience
Power Home Remodeling Group November 2010 - Present
Rothstein Kass February 2008 - June 2010
Inditex December 2006 - February 2008
Skills
Executive Level..., Marketing, Merchandising, Project Coordination, Visual Merchandising, Office Management, Corporate Events, Strategic Policy..., Intranet Portals, Vendor Relationships, Training, Microsoft Office, Heavy Calendaring, Customer Service, Document Management, Document Preparation
Education
Kean University 2005 — 2009
Bachelor of Science (B.S.), Marketing
Power Home Remodeling Group November 2010 - Present
Rothstein Kass February 2008 - June 2010
Inditex December 2006 - February 2008
Skills
Executive Level..., Marketing, Merchandising, Project Coordination, Visual Merchandising, Office Management, Corporate Events, Strategic Policy..., Intranet Portals, Vendor Relationships, Training, Microsoft Office, Heavy Calendaring, Customer Service, Document Management, Document Preparation
Education
Kean University 2005 — 2009
Bachelor of Science (B.S.), Marketing
Luigi Aversano, CPA's Rothstein Kass Experience June 2007 - April 2009
Job Controller
Industry Financial Services
Experience
Incline Global Management LLC March 2012 - Present
Goldman Sachs July 2009 - March 2012
Rothstein Kass June 2007 - April 2009
Abbate DeMarinis LLP September 2004 - June 2007
Skills
Advent Geneva, Advent Partner, Microsoft Office, Advanced Excel, Bloomberg Terminal, Advent, Hedge Funds, Securities, Fund Of Funds, Alternative Investments, Derivatives, Financial Statements, Account Reconciliation
Education
Hofstra University 2000 — 2004
BBA, Accounting
Incline Global Management LLC March 2012 - Present
Goldman Sachs July 2009 - March 2012
Rothstein Kass June 2007 - April 2009
Abbate DeMarinis LLP September 2004 - June 2007
Skills
Advent Geneva, Advent Partner, Microsoft Office, Advanced Excel, Bloomberg Terminal, Advent, Hedge Funds, Securities, Fund Of Funds, Alternative Investments, Derivatives, Financial Statements, Account Reconciliation
Education
Hofstra University 2000 — 2004
BBA, Accounting
Douglas Moini Douglas Moini's Rothstein Kass Experience January 2008 - December 2012
Job Audit Alternative Investments at PwC
Industry Accounting
Experience
PwC December 2013 - Present
Rothstein Kass January 2008 - December 2012
Ernst & Young March 2004 - December 2007
Citrin Cooperman & Company, LLP February 2003 - February 2004
AmeriCap Advisers, LLC May 2002 - January 2003
American Express Tax & Business Services, Inc./Goldstein Golub Kessler December 1997 - April 2002
Richard A. Eisner & Company, LLP November 1996 - December 1997
Yohalem Gillman & Company April 1996 - November 1996
Skills
Accounting, Hedge Funds, Fund Of Funds, Auditing, Equities, Derivatives, Financial Reporting, Internal Controls, Tax, Financial Statements
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2015
Master of Accountancy in Taxation, Taxation
Hofstra University 1986 — 1990
Bachelor of Business Administration, Accounting; accounting
PwC December 2013 - Present
Rothstein Kass January 2008 - December 2012
Ernst & Young March 2004 - December 2007
Citrin Cooperman & Company, LLP February 2003 - February 2004
AmeriCap Advisers, LLC May 2002 - January 2003
American Express Tax & Business Services, Inc./Goldstein Golub Kessler December 1997 - April 2002
Richard A. Eisner & Company, LLP November 1996 - December 1997
Yohalem Gillman & Company April 1996 - November 1996
Skills
Accounting, Hedge Funds, Fund Of Funds, Auditing, Equities, Derivatives, Financial Reporting, Internal Controls, Tax, Financial Statements
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2015
Master of Accountancy in Taxation, Taxation
Hofstra University 1986 — 1990
Bachelor of Business Administration, Accounting; accounting
Randy Sisselman's Rothstein Kass Experience January 2012 - August 2013
Job Sr. Specialist, Financial Accounting at McGraw Hill Financial
Industry Accounting
Experience
McGraw Hill Financial December 2013 - Present
Rothstein Kass January 2012 - August 2013
H&R Block December 2009 - May 2011
Bloomberg December 2008 - May 2009
One Source Video June 2007 - June 2008
Equity Source Home Loans, LLC January 2006 - June 2007
Skills
Data Entry, Microsoft Excel, Finance, Customer Service, Auditing, PowerPoint, Accounting, Financial Services, Financial Reporting, Budgets, Account Reconciliation, General Ledger, Cash Flow, Financial Statements, Financial Accounting, Bank Reconciliation, Software Documentation
Education
Kean University 2010 — 2012
Post Baccalaureate, Accounting
Kean University 2002 — 2006
Bachelor or Science, Earth Science/Meteorology
McGraw Hill Financial December 2013 - Present
Rothstein Kass January 2012 - August 2013
H&R Block December 2009 - May 2011
Bloomberg December 2008 - May 2009
One Source Video June 2007 - June 2008
Equity Source Home Loans, LLC January 2006 - June 2007
Skills
Data Entry, Microsoft Excel, Finance, Customer Service, Auditing, PowerPoint, Accounting, Financial Services, Financial Reporting, Budgets, Account Reconciliation, General Ledger, Cash Flow, Financial Statements, Financial Accounting, Bank Reconciliation, Software Documentation
Education
Kean University 2010 — 2012
Post Baccalaureate, Accounting
Kean University 2002 — 2006
Bachelor or Science, Earth Science/Meteorology
MOHAMMED SADEQUE MOHAMMED SADEQUE's Rothstein Kass Experience January 2014 - March 2014
Job Assurance Associate at PwC
Industry Accounting
Experience
PwC January 2015 - Present
Tyco June 2014 - August 2014
Rothstein Kass January 2014 - March 2014
Kean University May 2013 - December 2013
Skills
Internal Controls, Sarbanes-Oxley Act, Financial Audits, Hedge Funds, Budgets, Accounts Payable, Accounting, Accounts Receivable, Research, External Audit, Internal Audit
Education
Rider University 2013 — 2014
Master's degree, Accounting
Kean University 2011 — 2013
Bachelor's Degree, Accounting
PwC January 2015 - Present
Tyco June 2014 - August 2014
Rothstein Kass January 2014 - March 2014
Kean University May 2013 - December 2013
Skills
Internal Controls, Sarbanes-Oxley Act, Financial Audits, Hedge Funds, Budgets, Accounts Payable, Accounting, Accounts Receivable, Research, External Audit, Internal Audit
Education
Rider University 2013 — 2014
Master's degree, Accounting
Kean University 2011 — 2013
Bachelor's Degree, Accounting
Layla Hadgi-Maleki Layla Hadgi-Maleki's Rothstein Kass Experience October 2013 - May 2014
Job Senior Fund Accountant at Woodfield Fund Administration, LLC
Industry Financial Services
Experience
Woodfield Fund Administration, LLC June 2014 - Present
Rothstein Kass October 2013 - May 2014
MG Stover & Co. July 2013 - October 2013
Rothstein Kass January 2011 - July 2013
Specialty Sports Venture August 2009 - August 2010
The Chotin Group May 2006 - February 2008
Skills
Financial Analysis, Management, Auditing, Accounting, Finance, Financial Reporting, Hedge Funds, Alternative Investments, US GAAP reporting, SEC filings, US GAAP, Financial Modeling, Valuation, Sarbanes-Oxley Act
Education
University of Denver - Daniels College of Business 2010 — 2011
MACC
University of Denver 2005 — 2009
B.S.B.A, Finance
Griffith University 2008 — 2008
Finance and International Studies
Smoky Hill High School 2001 — 2005
Woodfield Fund Administration, LLC June 2014 - Present
Rothstein Kass October 2013 - May 2014
MG Stover & Co. July 2013 - October 2013
Rothstein Kass January 2011 - July 2013
Specialty Sports Venture August 2009 - August 2010
The Chotin Group May 2006 - February 2008
Skills
Financial Analysis, Management, Auditing, Accounting, Finance, Financial Reporting, Hedge Funds, Alternative Investments, US GAAP reporting, SEC filings, US GAAP, Financial Modeling, Valuation, Sarbanes-Oxley Act
Education
University of Denver - Daniels College of Business 2010 — 2011
MACC
University of Denver 2005 — 2009
B.S.B.A, Finance
Griffith University 2008 — 2008
Finance and International Studies
Smoky Hill High School 2001 — 2005
Jordan Odette Jordan Odette's Rothstein Kass Experience April 2012 - July 2012
Job Account Management at The Access Group
Industry Pharmaceuticals
Experience
The Access Group March 2015 - Present
Bayer HealthCare December 2014 - March 2015
J. Knipper & Company May 2013 - September 2014
Mondelēz International March 2013 - May 2013
Covance July 2012 - January 2013
Rothstein Kass April 2012 - July 2012
inVentiv Health January 2010 - April 2012
inVentiv Health August 2010 - January 2011
inVentiv Health January 2010 - August 2010
Summit Area YMCA October 2007 - December 2009
Skills
Microsoft Office, SumTotal, Windows & Mac OS, Healthcare, Customer Relations, Data Analysis, Word, Employee Relations, Microsoft Word, Mac OS, Training, Program Management, Leadership Development, Organizational..., Team Building, Change Management, Strategic Planning, Process Improvement, Software Documentation, Account Management, Project Management, Pharmaceutical Industry, Event Planning, Business Analysis, Cross-functional Team..., Leadership, Marketing, Team Leadership, Budgets
Education
Florida Atlantic University
Business Administration, Management and Operations
The Access Group March 2015 - Present
Bayer HealthCare December 2014 - March 2015
J. Knipper & Company May 2013 - September 2014
Mondelēz International March 2013 - May 2013
Covance July 2012 - January 2013
Rothstein Kass April 2012 - July 2012
inVentiv Health January 2010 - April 2012
inVentiv Health August 2010 - January 2011
inVentiv Health January 2010 - August 2010
Summit Area YMCA October 2007 - December 2009
Skills
Microsoft Office, SumTotal, Windows & Mac OS, Healthcare, Customer Relations, Data Analysis, Word, Employee Relations, Microsoft Word, Mac OS, Training, Program Management, Leadership Development, Organizational..., Team Building, Change Management, Strategic Planning, Process Improvement, Software Documentation, Account Management, Project Management, Pharmaceutical Industry, Event Planning, Business Analysis, Cross-functional Team..., Leadership, Marketing, Team Leadership, Budgets
Education
Florida Atlantic University
Business Administration, Management and Operations
James Prisco James Prisco's Rothstein Kass Experience November 1993 - August 1994
Job Controller at Walton Communities
Industry Real Estate
Experience
Walton Communities July 2009 - Present
American Recycling of Georgia June 2007 - July 2009
Leath Furniture, LLC February 1999 - May 2007
American International Group (AIG) June 1996 - April 1998
Wells Fargo Armored Service Corporation September 1994 - June 1996
Rothstein Kass November 1993 - August 1994
Education
Certified Public Accountant
Kean University 1989 — 1993
Bachelor of Science (magna cum laude), Accounting
Walton Communities July 2009 - Present
American Recycling of Georgia June 2007 - July 2009
Leath Furniture, LLC February 1999 - May 2007
American International Group (AIG) June 1996 - April 1998
Wells Fargo Armored Service Corporation September 1994 - June 1996
Rothstein Kass November 1993 - August 1994
Education
Certified Public Accountant
Kean University 1989 — 1993
Bachelor of Science (magna cum laude), Accounting
John McDonough, CPA John McDonough, CPA's Rothstein Kass Experience May 2004 - August 2005
Job Vice President Tax Director at Access Industries, Inc.
Industry Financial Services
Experience
Access Industries April 2011 - Present
Reservoir Capital Group February 2008 - May 2011
Ernst & Young August 2005 - February 2008
Rothstein Kass May 2004 - August 2005
Skills
Private Equity, Hedge Funds, Tax Law, Tax Compliance, Corporate Tax, Tax, Accounting, Investments, International Tax, Mutual Funds, Internal Audit, Partnership Taxation, Financial Analysis
Education
Rutgers, The State University of New Jersey-Newark 2005 — 2009
MS, Taxation
Lehigh University - College of Business and Economics 2000 — 2004
B.S. Economics, Accounting
Access Industries April 2011 - Present
Reservoir Capital Group February 2008 - May 2011
Ernst & Young August 2005 - February 2008
Rothstein Kass May 2004 - August 2005
Skills
Private Equity, Hedge Funds, Tax Law, Tax Compliance, Corporate Tax, Tax, Accounting, Investments, International Tax, Mutual Funds, Internal Audit, Partnership Taxation, Financial Analysis
Education
Rutgers, The State University of New Jersey-Newark 2005 — 2009
MS, Taxation
Lehigh University - College of Business and Economics 2000 — 2004
B.S. Economics, Accounting
Glen Roland, CPA Glen Roland, CPA's Rothstein Kass Experience June 2000 - October 2005
Job Corporate Controller at Comar
Industry Accounting
Experience
Comar Inc. May 2015 - Present
Brother International Corporation February 2011 - May 2015
EisnerAmper LLP November 2005 - February 2011
Rothstein Kass June 2000 - October 2005
Skills
SEC filings, Accounting, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, Auditing, GAAP, Financial Reporting, Forecasting, Mergers & Acquisitions, Due Diligence, IFRS
Education
Georgian Court University 1992 — 1996
BS, Accounting
University at Albany, SUNY 1990 — 1992
Business
Comar Inc. May 2015 - Present
Brother International Corporation February 2011 - May 2015
EisnerAmper LLP November 2005 - February 2011
Rothstein Kass June 2000 - October 2005
Skills
SEC filings, Accounting, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, Auditing, GAAP, Financial Reporting, Forecasting, Mergers & Acquisitions, Due Diligence, IFRS
Education
Georgian Court University 1992 — 1996
BS, Accounting
University at Albany, SUNY 1990 — 1992
Business
Robert Troyano CPA, CFP®'s Rothstein Kass Experience October 2000 - February 2002
Job Managing Partner at RMT Wealth Management
Industry Financial Services
Experience
RMT Wealth Management January 2010 - Present
Money Concepts April 1995 - February 2010
Rothstein Kass October 2000 - February 2002
AIG Global Investment Group 1991 - 2000
Skills
Roth IRA, Asset Managment, Investments, Securities, Employee Benefits, Tax, Retirement, Financial Analysis, Series 7, Mutual Funds, Wealth Management, Hedge Funds
Education
Pace University - Lubin School of Business 1988 — 1992
MBA, Financial Management
University of Maryland College Park 1984 — 1986
BS, Finance
Fairleigh Dickinson University
Saddle Brook High School
RMT Wealth Management January 2010 - Present
Money Concepts April 1995 - February 2010
Rothstein Kass October 2000 - February 2002
AIG Global Investment Group 1991 - 2000
Skills
Roth IRA, Asset Managment, Investments, Securities, Employee Benefits, Tax, Retirement, Financial Analysis, Series 7, Mutual Funds, Wealth Management, Hedge Funds
Education
Pace University - Lubin School of Business 1988 — 1992
MBA, Financial Management
University of Maryland College Park 1984 — 1986
BS, Finance
Fairleigh Dickinson University
Saddle Brook High School
Alessandra Corasaniti's Rothstein Kass Experience February 2014 - March 2014
Job Staff Accountant at Vilardi and Co.
Industry Accounting
Experience
Vilardi and Co August 2011 - Present
Rothstein Kass February 2014 - March 2014
Skills
QuickBooks, Microsoft Excel, Microsoft Word, Lacerte, Business Advising, People Skills, Accounting, Financial Statements, Bilingual, Tax Research
Education
Hofstra University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting, 3.0
Rutgers University
Accounting
Vilardi and Co August 2011 - Present
Rothstein Kass February 2014 - March 2014
Skills
QuickBooks, Microsoft Excel, Microsoft Word, Lacerte, Business Advising, People Skills, Accounting, Financial Statements, Bilingual, Tax Research
Education
Hofstra University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting, 3.0
Rutgers University
Accounting
Robert Porcelli Robert Porcelli's Rothstein Kass Experience December 2010 - November 2013
Job Senior Accountant at SS&C GlobeOp Private Equity
Industry Accounting
Experience
SS&C GlobeOp November 2013 - Present
Rothstein Kass December 2010 - November 2013
Skills
Accounting, Auditing, Financial Reporting, GAAP, Financial Accounting, CPA, Internal Controls, US GAAP, QuickBooks, Financial Audits, Risk Assessment, External Audit, Financial Statements, Hedge Funds, Microsoft Excel, Financial Analysis, Private Equity, Account Reconciliation, Financial Services
Education
Kean University 2009 — 2010
Master's degree, Accounting
Fairleigh Dickinson University-College at Florham 1999 — 2003
Bachelor of Arts (BA), History and Political Science
SS&C GlobeOp November 2013 - Present
Rothstein Kass December 2010 - November 2013
Skills
Accounting, Auditing, Financial Reporting, GAAP, Financial Accounting, CPA, Internal Controls, US GAAP, QuickBooks, Financial Audits, Risk Assessment, External Audit, Financial Statements, Hedge Funds, Microsoft Excel, Financial Analysis, Private Equity, Account Reconciliation, Financial Services
Education
Kean University 2009 — 2010
Master's degree, Accounting
Fairleigh Dickinson University-College at Florham 1999 — 2003
Bachelor of Arts (BA), History and Political Science
Grazyna Bober Grazyna Bober's Rothstein Kass Experience March 2008 - Present
Job Corporate Paralegal at Rothstein Kass
Industry Legal Services
Experience
Rothstein Kass March 2008 - Present
SGS North America Inc. July 2000 - October 2006
Krakowski Zarzad Drog January 1977 - April 1987
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, HTML
Education
Fairleigh Dickinson University-Florham Campus 2005 — 2006
Paralegal, Law, Paralegal Certificate
Uniwersytet Jagielloński w Krakowie
Rothstein Kass March 2008 - Present
SGS North America Inc. July 2000 - October 2006
Krakowski Zarzad Drog January 1977 - April 1987
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, HTML
Education
Fairleigh Dickinson University-Florham Campus 2005 — 2006
Paralegal, Law, Paralegal Certificate
Uniwersytet Jagielloński w Krakowie
Anthony Pagliuca Anthony Pagliuca's Rothstein Kass Experience January 2014 - June 2014
Job Tax Associate at KPMG
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass January 2014 - June 2014
The Dannon Company June 2011 - May 2013
Education
Iona College 2012 — 2013
Master of Business Administration (MBA), Accounting and Finance, 3.7
Iona College 2008 — 2012
Bachelor of Business Administration (BBA), Accounting, 3.2
KPMG US July 2014 - Present
Rothstein Kass January 2014 - June 2014
The Dannon Company June 2011 - May 2013
Education
Iona College 2012 — 2013
Master of Business Administration (MBA), Accounting and Finance, 3.7
Iona College 2008 — 2012
Bachelor of Business Administration (BBA), Accounting, 3.2
Shaun McLean Shaun McLean's Rothstein Kass Experience December 2003 - July 2014
Job Tax Partner at BKD CPAs & Advisors
Industry Accounting
Experience
BKD CPAs & Advisors August 2015 - Present
KPMG US July 2014 - July 2015
Rothstein Kass December 2003 - July 2014
Skills
Tax Preparation, Tax, Income Tax, Partnership Taxation, Hedge Funds, Structuring, Tax Returns, Alternative Investments, Tax Services, IRS, Venture Capital, Private Equity, Tax Compliance, Tax Accounting, Tax Research, CPA, Corporate Tax, Financial Structuring, Fund Of Funds, High Net Worth...
Education
Fairleigh Dickinson University 2007 — 2009
Master of Science, Taxation
Marist College 1996 — 2000
Master of Science, Accounting
BKD CPAs & Advisors August 2015 - Present
KPMG US July 2014 - July 2015
Rothstein Kass December 2003 - July 2014
Skills
Tax Preparation, Tax, Income Tax, Partnership Taxation, Hedge Funds, Structuring, Tax Returns, Alternative Investments, Tax Services, IRS, Venture Capital, Private Equity, Tax Compliance, Tax Accounting, Tax Research, CPA, Corporate Tax, Financial Structuring, Fund Of Funds, High Net Worth...
Education
Fairleigh Dickinson University 2007 — 2009
Master of Science, Taxation
Marist College 1996 — 2000
Master of Science, Accounting
Cyndi Funes, CPA's Rothstein Kass Experience January 2008 - April 2009
Job Assistant Controller
Industry Retail
Experience
Gerson & Gerson, Inc. September 2015 - Present
alice + olivia July 2014 - August 2015
alice + olivia May 2012 - July 2014
Fifth & Pacific Companies, Inc. April 2011 - May 2012
CBS Outdoor November 2009 - April 2011
Rothstein Kass January 2008 - April 2009
Macy's November 2004 - August 2007
Tiffany & Co. June 2003 - September 2004
Skills
General Ledger, Account Reconciliation, GAAP, Financial Statements, Accounting, Financial Reporting, Accounts Receivable, Sarbanes-Oxley Act, Consolidation, Auditing, Internal Controls, Financial Analysis, Accounts Payable, Microsoft Excel, Variance Analysis, Forecasting, Journal Entries, Financial Accounting, Internal Audit, JD Edwards, QuickBooks, SEC filings, Tax, Sales Audit, Budget Process, Budget Monitoring, Financial Variance..., Monthly Close Process, Inventory Control, Sales & Use Tax, Commercial Rent Tax, Multi-state tax returns, P&L Management, Gross Margin
Education
Rutgers University 2007 — 2008
MBA, Accounting
Kean University 2000 — 2003
Bachelor of Science, Management Science: Concentration in Intl Business
CCIS
Gerson & Gerson, Inc. September 2015 - Present
alice + olivia July 2014 - August 2015
alice + olivia May 2012 - July 2014
Fifth & Pacific Companies, Inc. April 2011 - May 2012
CBS Outdoor November 2009 - April 2011
Rothstein Kass January 2008 - April 2009
Macy's November 2004 - August 2007
Tiffany & Co. June 2003 - September 2004
Skills
General Ledger, Account Reconciliation, GAAP, Financial Statements, Accounting, Financial Reporting, Accounts Receivable, Sarbanes-Oxley Act, Consolidation, Auditing, Internal Controls, Financial Analysis, Accounts Payable, Microsoft Excel, Variance Analysis, Forecasting, Journal Entries, Financial Accounting, Internal Audit, JD Edwards, QuickBooks, SEC filings, Tax, Sales Audit, Budget Process, Budget Monitoring, Financial Variance..., Monthly Close Process, Inventory Control, Sales & Use Tax, Commercial Rent Tax, Multi-state tax returns, P&L Management, Gross Margin
Education
Rutgers University 2007 — 2008
MBA, Accounting
Kean University 2000 — 2003
Bachelor of Science, Management Science: Concentration in Intl Business
CCIS
Kaare Mathison Kaare Mathison's Rothstein Kass Experience January 2012 - June 2014
Job Finance and Operations at Barstrength Fitness, LLC
Industry Financial Services
Experience
Barstrength Fitness, LLC May 2015 - Present
Nigro Karlin Segal Feldstein & Bolno March 2015 - May 2015
Evolution Capital Management August 2014 - November 2014
Rothstein Kass January 2012 - June 2014
Liberty Tax Service January 2011 - April 2011
Golds Gym September 2010 - December 2010
Officer Candidates School United States Marine Corps July 2010 - August 2010
Officer Candidates School United States Marine Corps July 2009 - August 2009
Sonoma Valley Tax Service January 2001 - April 2006
Skills
Tax, Microsoft Excel, Microsoft Office, Accounting, Financial Reporting, Microsoft Word, Auditing, Tax Advisory, Financial Analysis, Internal Controls, Tax Accounting, Due Diligence, Hedge Funds, Hedge Accounting, Partnership Taxation, Financial Accounting, Drake Software, ProSystem Software, GoSystem Software
Education
Golden Gate University 2011 — 2012
Master of Science Taxation, Taxation
University of Oregon 2006 — 2010
Bachelor of Science, Business Administration
Sonoma Valley High School
Barstrength Fitness, LLC May 2015 - Present
Nigro Karlin Segal Feldstein & Bolno March 2015 - May 2015
Evolution Capital Management August 2014 - November 2014
Rothstein Kass January 2012 - June 2014
Liberty Tax Service January 2011 - April 2011
Golds Gym September 2010 - December 2010
Officer Candidates School United States Marine Corps July 2010 - August 2010
Officer Candidates School United States Marine Corps July 2009 - August 2009
Sonoma Valley Tax Service January 2001 - April 2006
Skills
Tax, Microsoft Excel, Microsoft Office, Accounting, Financial Reporting, Microsoft Word, Auditing, Tax Advisory, Financial Analysis, Internal Controls, Tax Accounting, Due Diligence, Hedge Funds, Hedge Accounting, Partnership Taxation, Financial Accounting, Drake Software, ProSystem Software, GoSystem Software
Education
Golden Gate University 2011 — 2012
Master of Science Taxation, Taxation
University of Oregon 2006 — 2010
Bachelor of Science, Business Administration
Sonoma Valley High School
Anush Nersisyan, CPA Anush Nersisyan, CPA's Rothstein Kass Experience November 2010 - June 2014
Job Audit Manager at KPMG
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass November 2010 - June 2014
Glendale Community College June 2008 - June 2010
City of Glendale, CA June 2005 - September 2005
Skills
Fund Of Funds, Hedge Funds, GAAP, Auditing, Alternative Investments, Financial Reporting, Fixed Income, Equities, Options, Derivatives, Bonds, CCH ProSystem fx, CPA, Fund Accounting, Microsoft Excel, SEC Filings, Accounting, Financial Accounting, US GAAP, Finance, Financial Analysis, Tax, Internal Controls
Education
University of Southern California 2007 — 2009
Bachelor of Science (BS), Accounting
Glendale Community College 2004 — 2007
Associate's Degree
KPMG US July 2014 - Present
Rothstein Kass November 2010 - June 2014
Glendale Community College June 2008 - June 2010
City of Glendale, CA June 2005 - September 2005
Skills
Fund Of Funds, Hedge Funds, GAAP, Auditing, Alternative Investments, Financial Reporting, Fixed Income, Equities, Options, Derivatives, Bonds, CCH ProSystem fx, CPA, Fund Accounting, Microsoft Excel, SEC Filings, Accounting, Financial Accounting, US GAAP, Finance, Financial Analysis, Tax, Internal Controls
Education
University of Southern California 2007 — 2009
Bachelor of Science (BS), Accounting
Glendale Community College 2004 — 2007
Associate's Degree
Anne Dixon Anne Dixon's Rothstein Kass Experience November 2012 - July 2014
Job Fund Controller at Standish Management, LLC
Industry Accounting
Experience
Standish Management, LLC January 2015 - Present
KPMG US July 2014 - January 2015
Rothstein Kass November 2012 - July 2014
C&D llp January 2012 - November 2012
Balance Financial Management August 2011 - December 2011
UC Santa Barbara February 2009 - February 2011
Skills
Tax, Auditing, Accounting, Finance, Corporate Finance, US GAAP, Financial Accounting, GAAP, PowerPoint, Microsoft Excel, Financial Reporting
Education
University of California, Santa Barbara 2007 — 2012
Economics & Accounting; Sociology, Technology Management
Fudan University 2011 — 2011
Semester Abroad Program (Shanghai, China), Business and Economics
University of Illinois Laboratory High School 2003 — 2007
Standish Management, LLC January 2015 - Present
KPMG US July 2014 - January 2015
Rothstein Kass November 2012 - July 2014
C&D llp January 2012 - November 2012
Balance Financial Management August 2011 - December 2011
UC Santa Barbara February 2009 - February 2011
Skills
Tax, Auditing, Accounting, Finance, Corporate Finance, US GAAP, Financial Accounting, GAAP, PowerPoint, Microsoft Excel, Financial Reporting
Education
University of California, Santa Barbara 2007 — 2012
Economics & Accounting; Sociology, Technology Management
Fudan University 2011 — 2011
Semester Abroad Program (Shanghai, China), Business and Economics
University of Illinois Laboratory High School 2003 — 2007
Amanda Lu Amanda Lu's Rothstein Kass Experience January 2014 - April 2014
Job Tax Associate at McGladrey
Industry Accounting
Experience
McGladrey November 2014 - Present
Rothstein Kass January 2014 - April 2014
UCLA September 2011 - April 2013
Laney College September 2007 - June 2009
Skills
QuickBooks, Accounting, Accounts Payable, Microsoft Excel, Financial Reporting, PowerPoint, Accounts Receivable, Microsoft Word, Customer Service, Teaching, Forecasting, Chinese, Bookkeeping, InDesign, Photoshop, Corel Draw, Lacerte, RIA, CCH Intelliconnect, Tax Accounting, Income Tax, Tax Preparation, Tax Returns, Sales Tax, ProSystem fx Tax, GoSystems, Hedge Funds, English, GAAP, General Ledger, Mandarin, Microsoft Office, R, Tax
Education
Golden Gate University 2013 — 2014
Master's degree, Taxation (Cohort Program)
University of California, Los Angeles 2009 — 2011
Bachelor's degree, Business/Economic/Accounting
McGladrey November 2014 - Present
Rothstein Kass January 2014 - April 2014
UCLA September 2011 - April 2013
Laney College September 2007 - June 2009
Skills
QuickBooks, Accounting, Accounts Payable, Microsoft Excel, Financial Reporting, PowerPoint, Accounts Receivable, Microsoft Word, Customer Service, Teaching, Forecasting, Chinese, Bookkeeping, InDesign, Photoshop, Corel Draw, Lacerte, RIA, CCH Intelliconnect, Tax Accounting, Income Tax, Tax Preparation, Tax Returns, Sales Tax, ProSystem fx Tax, GoSystems, Hedge Funds, English, GAAP, General Ledger, Mandarin, Microsoft Office, R, Tax
Education
Golden Gate University 2013 — 2014
Master's degree, Taxation (Cohort Program)
University of California, Los Angeles 2009 — 2011
Bachelor's degree, Business/Economic/Accounting
Kristin Haran Kristin Haran's Rothstein Kass Experience November 2011 - April 2013
Job Financial Analyst at Signpost
Industry Financial Services
Experience
Signpost April 2014 - Present
Signpost April 2013 - April 2014
Rothstein Kass November 2011 - April 2013
Skills
Auditing, US GAAP, Internal Controls, Microsoft Excel, Financial Reporting, Financial Accounting, Financial Analysis, CPA, Finance, Financial Modeling, Sarbanes-Oxley Act, External Audit, Financial Statements, Microsoft Word, Start-ups
Education
Lehigh University 2007 — 2011
Bachelor's degree, Accounting
Signpost April 2014 - Present
Signpost April 2013 - April 2014
Rothstein Kass November 2011 - April 2013
Skills
Auditing, US GAAP, Internal Controls, Microsoft Excel, Financial Reporting, Financial Accounting, Financial Analysis, CPA, Finance, Financial Modeling, Sarbanes-Oxley Act, External Audit, Financial Statements, Microsoft Word, Start-ups
Education
Lehigh University 2007 — 2011
Bachelor's degree, Accounting
Kellie Brandzel Kellie Brandzel's Rothstein Kass Experience February 2013 - June 2014
Job Associate Technology at KPMG US
Industry Accounting
Experience
KPMG US (acquired Rothstein Kass in July 2014) July 2014 - Present
Rothstein Kass February 2013 - June 2014
Bederson LLP August 1998 - January 2013
Skills
SharePoint, CCH ProSystem fx, Microsoft Office, Windows Server, Windows 7
Education
Kean University 1996 — 2001
Bachelor of Science (BS), Computer Science
KPMG US (acquired Rothstein Kass in July 2014) July 2014 - Present
Rothstein Kass February 2013 - June 2014
Bederson LLP August 1998 - January 2013
Skills
SharePoint, CCH ProSystem fx, Microsoft Office, Windows Server, Windows 7
Education
Kean University 1996 — 2001
Bachelor of Science (BS), Computer Science
Anthony Pagano Anthony Pagano's Rothstein Kass Experience October 2005 - June 2014
Job Senior Manager at KPMG US
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass October 2005 - June 2014
Various January 2001 - September 2005
PwC October 1999 - January 2001
Skills
GAAP, Financial Reporting, Auditing, Accounting, Fund Of Funds, Tax, CPA, Internal Controls, Fund Accounting, Financial Accounting, US GAAP, Hedge Funds, SEC filings, Tax Accounting, Partnership Taxation
Education
Lehigh University 1995 — 1999
Bachelor of Science (BS), Accounting and Business/Management
KPMG US July 2014 - Present
Rothstein Kass October 2005 - June 2014
Various January 2001 - September 2005
PwC October 1999 - January 2001
Skills
GAAP, Financial Reporting, Auditing, Accounting, Fund Of Funds, Tax, CPA, Internal Controls, Fund Accounting, Financial Accounting, US GAAP, Hedge Funds, SEC filings, Tax Accounting, Partnership Taxation
Education
Lehigh University 1995 — 1999
Bachelor of Science (BS), Accounting and Business/Management
Patrizia (Patty) Paglianite's Rothstein Kass Experience November 2006 - December 2007
Job HR Manager at ProSight Specialty Insurance
Industry Insurance
Experience
ProSight Specialty Insurance July 2015 - Present
Ericsson June 2012 - July 2015
DSM Pharmaceutical Products January 2008 - June 2012
Rothstein Kass November 2006 - December 2007
The Ascher Group January 2005 - November 2006
Skills
Employee Relations, Talent Management, Performance Management, Human Resources, Recruiting, Deferred Compensation, Talent Acquisition, Onboarding, Training, Change Management, Personnel Management, Management, Applicant Tracking..., Employee Engagement, Policy, HR Policies, Workforce Planning, HRIS, Succession Planning, College Recruiting, Organizational..., Technical Recruiting
Education
Montclair State University 2001 — 2003
BA, Communication Studies
Fairleigh Dickinson University
HR Management Certificate
mother seton
ProSight Specialty Insurance July 2015 - Present
Ericsson June 2012 - July 2015
DSM Pharmaceutical Products January 2008 - June 2012
Rothstein Kass November 2006 - December 2007
The Ascher Group January 2005 - November 2006
Skills
Employee Relations, Talent Management, Performance Management, Human Resources, Recruiting, Deferred Compensation, Talent Acquisition, Onboarding, Training, Change Management, Personnel Management, Management, Applicant Tracking..., Employee Engagement, Policy, HR Policies, Workforce Planning, HRIS, Succession Planning, College Recruiting, Organizational..., Technical Recruiting
Education
Montclair State University 2001 — 2003
BA, Communication Studies
Fairleigh Dickinson University
HR Management Certificate
mother seton
Jennifer Stark Jennifer Stark's Rothstein Kass Experience June 2008 - November 2013
Job Administrative Assistant at Starr, Darcy, Starr P.C. CPA's
Industry
Experience
Starr, Darcy, Starr P.C. CPA's January 2015 - Present
Rothstein Kass June 2008 - November 2013
Sax Macy Fromm & Co., PC April 1996 - May 2008
Dress Barn April 1995 - March 1996
A & S Department Stores June 1993 - December 1994
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Tax Accounting
Education
Johnson & Wales University 1991 — 1993
Associates Degree, Fashion Merchandising/Retail Management
Starr, Darcy, Starr P.C. CPA's January 2015 - Present
Rothstein Kass June 2008 - November 2013
Sax Macy Fromm & Co., PC April 1996 - May 2008
Dress Barn April 1995 - March 1996
A & S Department Stores June 1993 - December 1994
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Tax Accounting
Education
Johnson & Wales University 1991 — 1993
Associates Degree, Fashion Merchandising/Retail Management
Melissa Randall, SPHR Melissa Randall, SPHR's Rothstein Kass Experience November 2010 - June 2014
Job Associate Director, Human Resources at Cognizant Technology Solutions
Industry Information Technology and Services
Experience
Cognizant Technology Solutions November 2014 - Present
KPMG US July 2014 - November 2014
Rothstein Kass November 2010 - June 2014
BASF October 2006 - December 2008
KPMG April 2004 - July 2005
Corporate Family Network 2002 - 2004
Skills
Organizational..., Employee Relations, Leadership Development, Recruiting, Succession Planning, Change Management, Women's initiatives, Performance Management, Diversity, Coaching and Mentoring, Work Life Balance, Coaching, Training, Leadership, Talent Management, Management, Strategic Planning, Talent Acquisition, Personal Development, Onboarding, Team Building, Culture Change, Team Leadership, Program Management, Strategy, Human Resources, Employee Benefits, Organizational..., Business Strategy, Business Development, Executive Development, Employee Engagement, Personnel Management, Management Consulting, Workforce Planning, Executive Coaching, Employee Training, Career Development, Workshop Facilitation, Policy
Education
Fairleigh Dickinson University 2004 — 2006
MA, Organizational Behavior
Fordham University 1997 — 1999
MSW, Social Work
University of Maryland College Park 1993 — 1997
BS, Family Stidies
Cognizant Technology Solutions November 2014 - Present
KPMG US July 2014 - November 2014
Rothstein Kass November 2010 - June 2014
BASF October 2006 - December 2008
KPMG April 2004 - July 2005
Corporate Family Network 2002 - 2004
Skills
Organizational..., Employee Relations, Leadership Development, Recruiting, Succession Planning, Change Management, Women's initiatives, Performance Management, Diversity, Coaching and Mentoring, Work Life Balance, Coaching, Training, Leadership, Talent Management, Management, Strategic Planning, Talent Acquisition, Personal Development, Onboarding, Team Building, Culture Change, Team Leadership, Program Management, Strategy, Human Resources, Employee Benefits, Organizational..., Business Strategy, Business Development, Executive Development, Employee Engagement, Personnel Management, Management Consulting, Workforce Planning, Executive Coaching, Employee Training, Career Development, Workshop Facilitation, Policy
Education
Fairleigh Dickinson University 2004 — 2006
MA, Organizational Behavior
Fordham University 1997 — 1999
MSW, Social Work
University of Maryland College Park 1993 — 1997
BS, Family Stidies
Patricia Giarratano, CPA Patricia Giarratano, CPA's Rothstein Kass Experience December 2003 - August 2008
Job Tax Director at Caler, Donten, Levine, Cohen, Porter & Veil, PA
Industry Accounting
Experience
Caler, Donten, Levine, Cohen, Porter & Veil, PA August 2014 - Present
Patricia A Giarratano, CPA January 2010 - Present
McGladrey September 2012 - July 2014
Marcum LLP August 2008 - December 2009
Rothstein Kass December 2003 - August 2008
Amper Politziner & Mattia November 2001 - December 2003
Bederson Financial Services October 1994 - November 2001
Skills
Tax Return Preparation, Estate Tax Planning, Bookkeeping, Income Tax, Tax Research, Tax Compliance, Tax Returns, High Net Worth..., Accounting, Financial Planning, Tax, Partnership Taxation, Tax Preparation, Tax Accounting, Compliance, Tax Audits, Estate Planning, Federal Tax, Trusts, Tax Controversy, Individual Taxation, Tax Services, Tax Law, IRS, Corporate Tax, Quickbooks, Preparation, Small Business, Management Consulting, Sales Tax, S Corporations, Tax Advisory, Small Business..., LLC, Business Tax, Tax Credits, Strategic Financial..., Forensic Accounting, Finance
Education
Fairleigh Dickinson University 1998 — 2001
MST, taxation
Montclair State University 1987 — 1989
BS, Accounting
Caler, Donten, Levine, Cohen, Porter & Veil, PA August 2014 - Present
Patricia A Giarratano, CPA January 2010 - Present
McGladrey September 2012 - July 2014
Marcum LLP August 2008 - December 2009
Rothstein Kass December 2003 - August 2008
Amper Politziner & Mattia November 2001 - December 2003
Bederson Financial Services October 1994 - November 2001
Skills
Tax Return Preparation, Estate Tax Planning, Bookkeeping, Income Tax, Tax Research, Tax Compliance, Tax Returns, High Net Worth..., Accounting, Financial Planning, Tax, Partnership Taxation, Tax Preparation, Tax Accounting, Compliance, Tax Audits, Estate Planning, Federal Tax, Trusts, Tax Controversy, Individual Taxation, Tax Services, Tax Law, IRS, Corporate Tax, Quickbooks, Preparation, Small Business, Management Consulting, Sales Tax, S Corporations, Tax Advisory, Small Business..., LLC, Business Tax, Tax Credits, Strategic Financial..., Forensic Accounting, Finance
Education
Fairleigh Dickinson University 1998 — 2001
MST, taxation
Montclair State University 1987 — 1989
BS, Accounting
Henry Chou Henry Chou's Rothstein Kass Experience October 2005 - July 2008
Job Senior Financial Analyst
Industry Accounting
Experience
The Walt Disney Company September 2010 - November 2010
DIRECTV June 2009 - September 2009
Rothstein Kass October 2005 - July 2008
Education
University of California, Irvine - The Paul Merage School of Business 2008 — 2010
MBA, Finance/Accounting
Lehigh University 2001 — 2005
The Walt Disney Company September 2010 - November 2010
DIRECTV June 2009 - September 2009
Rothstein Kass October 2005 - July 2008
Education
University of California, Irvine - The Paul Merage School of Business 2008 — 2010
MBA, Finance/Accounting
Lehigh University 2001 — 2005
Stephen Sung Stephen Sung's Rothstein Kass Experience January 2014 - June 2014
Job Audit Senior Associate at KPMG US
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass January 2014 - June 2014
Novogradac & Company LLP January 2013 - April 2013
HSBC November 2007 - June 2010
Skills
Customer Service, Financial Analysis, Accounting, Outlook, Insurance, Finance, Microsoft Excel, Life Insurance, PowerPoint, Microsoft Office, Microsoft Word, Forecasting, QuickBooks, Lacerte, Financial Reporting, Bookkeeping, Management, Auditing, Financial Statements
Education
Golden Gate University 2012 — 2013
Master of Accountancy, Accounting
University of California, Riverside 2003 — 2007
BA, Business Economics
KPMG US July 2014 - Present
Rothstein Kass January 2014 - June 2014
Novogradac & Company LLP January 2013 - April 2013
HSBC November 2007 - June 2010
Skills
Customer Service, Financial Analysis, Accounting, Outlook, Insurance, Finance, Microsoft Excel, Life Insurance, PowerPoint, Microsoft Office, Microsoft Word, Forecasting, QuickBooks, Lacerte, Financial Reporting, Bookkeeping, Management, Auditing, Financial Statements
Education
Golden Gate University 2012 — 2013
Master of Accountancy, Accounting
University of California, Riverside 2003 — 2007
BA, Business Economics
Mayur Dodeja's Rothstein Kass Experience 2004 - 2005
Job Director of Development at Fascet LLC
Industry Financial Services
Experience
Fascet LLC April 2005 - Present
Rothstein Kass 2004 - 2005
Infragistics 2000 - 2001
Skills
Microsoft SQL Server, Software Development, .NET, C#, T-SQL, ASP.NET, JavaScript, SQL, SSRS, WCF, ASP.NET MVC
Education
Kean University 2000 — 2004
Fascet LLC April 2005 - Present
Rothstein Kass 2004 - 2005
Infragistics 2000 - 2001
Skills
Microsoft SQL Server, Software Development, .NET, C#, T-SQL, ASP.NET, JavaScript, SQL, SSRS, WCF, ASP.NET MVC
Education
Kean University 2000 — 2004
Joe Prudente's Rothstein Kass Experience March 2005 - April 2008
Job Director at Virtusa
Industry Financial Services
Experience
Virtusa Capital Markets Consulting Group November 2013 - Present
Marathon Asset Management December 2009 - October 2013
Acumen Solutions April 2008 - October 2008
Rothstein Kass March 2005 - April 2008
Change Dynamics LLC May 2001 - March 2005
Merrill Lynch & Co. March 1986 - April 2001
Skills
Enterprise Risk..., Governance, Sarbanes-Oxley Act, Auditing, Risk Management, Financial Reporting, Accounting, Internal Controls, Compliance, Internal Audit, Financial Accounting, Due Diligence, Business Analysis, GAAP, Financial Services, Sarbanes-Oxley, Mergers & Acquisitions, Financial Analysis, Change Management, Business Process..., Asset Management, Corporate Finance, Finance, Portfolio Management, Private Equity, Strategic Financial..., Derivatives, Executive Management
Education
Hofstra University 1984 — 1989
MBA, Computer Information Systems
St. John's University, The Peter J. Tobin College of Business 1979 — 1983
BS, Accounting
Virtusa Capital Markets Consulting Group November 2013 - Present
Marathon Asset Management December 2009 - October 2013
Acumen Solutions April 2008 - October 2008
Rothstein Kass March 2005 - April 2008
Change Dynamics LLC May 2001 - March 2005
Merrill Lynch & Co. March 1986 - April 2001
Skills
Enterprise Risk..., Governance, Sarbanes-Oxley Act, Auditing, Risk Management, Financial Reporting, Accounting, Internal Controls, Compliance, Internal Audit, Financial Accounting, Due Diligence, Business Analysis, GAAP, Financial Services, Sarbanes-Oxley, Mergers & Acquisitions, Financial Analysis, Change Management, Business Process..., Asset Management, Corporate Finance, Finance, Portfolio Management, Private Equity, Strategic Financial..., Derivatives, Executive Management
Education
Hofstra University 1984 — 1989
MBA, Computer Information Systems
St. John's University, The Peter J. Tobin College of Business 1979 — 1983
BS, Accounting
Jyotshna Kansakar, CPA's Rothstein Kass Experience January 2008 - March 2008
Job Financial Auditor at Google
Industry Accounting
Experience
Google July 2013 - Present
Moodys Corporation March 2011 - July 2013
Deloitte & Touche January 2009 - February 2011
Covanta Energy May 2008 - December 2008
Rothstein Kass January 2008 - March 2008
Deloitte & Touche LLP June 2007 - August 2007
Rothstein, Kass & Company January 2007 - March 2007
Skills
Sarbanes-Oxley Act, Accounting, Auditing, Financial Reporting, Corporate Tax, US GAAP, Internal Controls, Financial Accounting, IFRS, Finance, Tax, Internal Audit, GAAP
Education
Fairleigh Dickinson University 2008 — 2008
Masters, Accounting
Fairleigh Dickinson University 2004 — 2008
Bachelors, Accounting
AVM
Google July 2013 - Present
Moodys Corporation March 2011 - July 2013
Deloitte & Touche January 2009 - February 2011
Covanta Energy May 2008 - December 2008
Rothstein Kass January 2008 - March 2008
Deloitte & Touche LLP June 2007 - August 2007
Rothstein, Kass & Company January 2007 - March 2007
Skills
Sarbanes-Oxley Act, Accounting, Auditing, Financial Reporting, Corporate Tax, US GAAP, Internal Controls, Financial Accounting, IFRS, Finance, Tax, Internal Audit, GAAP
Education
Fairleigh Dickinson University 2008 — 2008
Masters, Accounting
Fairleigh Dickinson University 2004 — 2008
Bachelors, Accounting
AVM
Alexa Vieira LaBianca's Rothstein Kass Experience September 2006 - May 2014
Job Director, Human Resources at Andersen Tax
Industry Accounting
Experience
Andersen Tax May 2014 - Present
Rothstein Kass September 2006 - May 2014
Merrill Lynch May 2002 - September 2006
Societe Generale 2000 - 2002
Prudential Securities 2000 - 2001
Skills
Recruiting, Human Resources, Talent Management, Performance Management, Onboarding, Talent Acquisition, Employee Relations, Organizational..., Interviews, Succession Planning, College Recruiting, Employee Engagement, Microsoft Excel, Management, Financial Reporting, SharePoint
Education
Georgetown University 1996 — 2000
Bachelor of Arts (B.A.)
San Francisco University High School 1993 — 1996
High School
Andersen Tax May 2014 - Present
Rothstein Kass September 2006 - May 2014
Merrill Lynch May 2002 - September 2006
Societe Generale 2000 - 2002
Prudential Securities 2000 - 2001
Skills
Recruiting, Human Resources, Talent Management, Performance Management, Onboarding, Talent Acquisition, Employee Relations, Organizational..., Interviews, Succession Planning, College Recruiting, Employee Engagement, Microsoft Excel, Management, Financial Reporting, SharePoint
Education
Georgetown University 1996 — 2000
Bachelor of Arts (B.A.)
San Francisco University High School 1993 — 1996
High School
Rehani, Rishi's Rothstein Kass Experience August 2004 - September 2005
Job Senior Accountant, C.P.A. at R. Rehani & Co., CPA's
Industry Accounting
Experience
R. Rehani & Co., CPA's January 2006 - Present
Rothstein Kass August 2004 - September 2005
PricewaterhouseCoopers Limited January 2003 - August 2004
Skills
Budgets, CPA, Corporate Tax, Finance, Financial Reporting, Internal Controls, Microsoft Excel, US GAAP, Auditing, Accounting, Financial Analysis, Tax, Financial Accounting, Financial Statements, Income Tax, SEC filings, GAAP, Tax Returns, SAP, Financial Modeling, QuickBooks, Valuation, Microsoft Office, General Ledger, Fixed Assets, Sarbanes-Oxley Act
Education
Hofstra University 2000 — 2002
BBA, Accounting
R. Rehani & Co., CPA's January 2006 - Present
Rothstein Kass August 2004 - September 2005
PricewaterhouseCoopers Limited January 2003 - August 2004
Skills
Budgets, CPA, Corporate Tax, Finance, Financial Reporting, Internal Controls, Microsoft Excel, US GAAP, Auditing, Accounting, Financial Analysis, Tax, Financial Accounting, Financial Statements, Income Tax, SEC filings, GAAP, Tax Returns, SAP, Financial Modeling, QuickBooks, Valuation, Microsoft Office, General Ledger, Fixed Assets, Sarbanes-Oxley Act
Education
Hofstra University 2000 — 2002
BBA, Accounting
Saul Hoffman's Rothstein Kass Experience November 2011 - June 2014
Job Senior Tax Associate at KPMG
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass November 2011 - June 2014
Software Developers LLC January 2009 - October 2011
Seller Cloud January 2009 - October 2010
Skills
QuickBooks, Accounting, Tax, Microsoft Excel, Accounts Payable, Accounts Receivable, Tax Preparation, Bookkeeping, Microsoft Word, Forecasting, Auditing, CPA, Financial Accounting, Financial Reporting
Education
Fairleigh Dickinson University 2009 — 2011
ms, accounting
KPMG US July 2014 - Present
Rothstein Kass November 2011 - June 2014
Software Developers LLC January 2009 - October 2011
Seller Cloud January 2009 - October 2010
Skills
QuickBooks, Accounting, Tax, Microsoft Excel, Accounts Payable, Accounts Receivable, Tax Preparation, Bookkeeping, Microsoft Word, Forecasting, Auditing, CPA, Financial Accounting, Financial Reporting
Education
Fairleigh Dickinson University 2009 — 2011
ms, accounting
Wing Cheng, CPA, MST's Rothstein Kass Experience October 2013 - July 2014
Job Tax Manager at KPMG
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass October 2013 - July 2014
Rothstein Kass October 2012 - September 2013
Rothstein Kass January 2011 - September 2012
Perry-Smith LLP July 2010 - December 2010
Perry-Smith LLP June 2008 - June 2010
H&R Block December 2007 - April 2008
Adina For Life February 2007 - February 2008
Education
Golden Gate University 2010 — 2012
Master's degree, Taxation, GPA 4.0
University of California, Berkeley 2005 — 2006
Bachelor of Arts (BA), Economics
KPMG US July 2014 - Present
Rothstein Kass October 2013 - July 2014
Rothstein Kass October 2012 - September 2013
Rothstein Kass January 2011 - September 2012
Perry-Smith LLP July 2010 - December 2010
Perry-Smith LLP June 2008 - June 2010
H&R Block December 2007 - April 2008
Adina For Life February 2007 - February 2008
Education
Golden Gate University 2010 — 2012
Master's degree, Taxation, GPA 4.0
University of California, Berkeley 2005 — 2006
Bachelor of Arts (BA), Economics
Howard Hong, CPA's Rothstein Kass Experience October 2007 - June 2014
Job Controller at Covey Park Energy
Industry Accounting
Experience
Covey Park Energy October 2014 - Present
KPMG US July 2014 - October 2014
Rothstein Kass October 2007 - June 2014
Deloitte & Touche, USA January 2005 - October 2007
Skills
US GAAP, GAAP, SEC filings, CPA, Auditing, Financial Reporting, Internal Controls, Accounting, Sarbanes-Oxley Act, Financial Accounting, External Audit, Financial Analysis, General Ledger, Income Tax, Internal Audit, Financial Statements, Sarbanes-Oxley, SEC Filings
Education
The University of Texas at Dallas 2003 — 2004
Master's degree, Accounting
Jinan University 1996 — 2000
Bachelor of Science (BS), Accounting
Covey Park Energy October 2014 - Present
KPMG US July 2014 - October 2014
Rothstein Kass October 2007 - June 2014
Deloitte & Touche, USA January 2005 - October 2007
Skills
US GAAP, GAAP, SEC filings, CPA, Auditing, Financial Reporting, Internal Controls, Accounting, Sarbanes-Oxley Act, Financial Accounting, External Audit, Financial Analysis, General Ledger, Income Tax, Internal Audit, Financial Statements, Sarbanes-Oxley, SEC Filings
Education
The University of Texas at Dallas 2003 — 2004
Master's degree, Accounting
Jinan University 1996 — 2000
Bachelor of Science (BS), Accounting
Carol Su's Rothstein Kass Experience July 2004 - August 2006
Job Senior Controller (Tishman Speyer China Fund) at Tishman Speyer
Industry Real Estate
Experience
Tishman Speyer July 2012 - Present
FTI Consulting September 2006 - July 2012
Rothstein Kass July 2004 - August 2006
Skills
Due Diligence, Tax, Accounting, Portfolio Management, Auditing, Investments, Real Estate, Finance, Restructuring, Business Planning, Financial Accounting, Cash Flow, Investment Properties, Internal Audit
Education
Lehigh University 2000 — 2004
B.S, Accounting, Supply Chain Management
TC
TC
Tishman Speyer July 2012 - Present
FTI Consulting September 2006 - July 2012
Rothstein Kass July 2004 - August 2006
Skills
Due Diligence, Tax, Accounting, Portfolio Management, Auditing, Investments, Real Estate, Finance, Restructuring, Business Planning, Financial Accounting, Cash Flow, Investment Properties, Internal Audit
Education
Lehigh University 2000 — 2004
B.S, Accounting, Supply Chain Management
TC
TC
William Yahara's Rothstein Kass Experience October 2010 - June 2014
Job Senior Manager at Deloitte
Industry Accounting
Experience
Deloitte June 2015 - Present
KPMG US July 2014 - June 2015
Rothstein Kass October 2010 - June 2014
Bisys/Citi October 2004 - October 2010
Rothstein Kass September 2002 - October 2004
Skills
CPA, US GAAP, Financial Analysis, Fund Accounting, Hedge Funds, Private Equity, Alternative Investments, Fund Administration, Financial Services, Derivatives, Options, Securities, Finance, Fixed Income, Equities, Tax Accounting, Management, Internal Controls, Financial Accounting
Education
Fairleigh Dickinson University 2012 — 2015
Master of Science (MS), Taxation, Currently Attending
Montclair State University 2009 — 2012
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2002
Bachelor of Science (BS), Accounting
Deloitte June 2015 - Present
KPMG US July 2014 - June 2015
Rothstein Kass October 2010 - June 2014
Bisys/Citi October 2004 - October 2010
Rothstein Kass September 2002 - October 2004
Skills
CPA, US GAAP, Financial Analysis, Fund Accounting, Hedge Funds, Private Equity, Alternative Investments, Fund Administration, Financial Services, Derivatives, Options, Securities, Finance, Fixed Income, Equities, Tax Accounting, Management, Internal Controls, Financial Accounting
Education
Fairleigh Dickinson University 2012 — 2015
Master of Science (MS), Taxation, Currently Attending
Montclair State University 2009 — 2012
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1999 — 2002
Bachelor of Science (BS), Accounting
Efe Bazuaye's Rothstein Kass Experience January 2005 - March 2008
Job Senior Accountant
Industry Accounting
Experience
Deloitte & Touche LLP April 2008 - March 2009
Rothstein Kass January 2005 - March 2008
Skills
Auditing, Financial Statements
Education
Kean University
Bachelor of Science, Accounting
Kean University 1998 — 2002
University of Benin 1999 — 2001
Diploma, Data Processing
Deloitte & Touche LLP April 2008 - March 2009
Rothstein Kass January 2005 - March 2008
Skills
Auditing, Financial Statements
Education
Kean University
Bachelor of Science, Accounting
Kean University 1998 — 2002
University of Benin 1999 — 2001
Diploma, Data Processing
Robert Siegel's Rothstein Kass Experience January 2011 - June 2014
Job Tax partner at Citrin Cooperman
Industry Accounting
Experience
Citrin Cooperman July 2014 - Present
Rothstein Kass January 2011 - June 2014
Schulman, Wolfson & Abruzzo LLP July 2009 - December 2010
Friedman, llp 2006 - 2009
J.H. Cohn LLP 2004 - 2006
rothstein kass 1989 - 2004
eisner, llp 1998 - 2000
Skills
Tax Preparation, CPA, Corporate Tax, Partnership Taxation, Tax Accounting, Tax Research, Income Tax, Tax, Accounting
Education
Fairleigh Dickinson University 1993 — 1998
masters, taxation
University of Delaware 1985 — 1989
cranford HIGH SCHOOL 1981 — 1985
Citrin Cooperman July 2014 - Present
Rothstein Kass January 2011 - June 2014
Schulman, Wolfson & Abruzzo LLP July 2009 - December 2010
Friedman, llp 2006 - 2009
J.H. Cohn LLP 2004 - 2006
rothstein kass 1989 - 2004
eisner, llp 1998 - 2000
Skills
Tax Preparation, CPA, Corporate Tax, Partnership Taxation, Tax Accounting, Tax Research, Income Tax, Tax, Accounting
Education
Fairleigh Dickinson University 1993 — 1998
masters, taxation
University of Delaware 1985 — 1989
cranford HIGH SCHOOL 1981 — 1985
Allan Blitshtein's Rothstein Kass Experience January 2008 - October 2010
Job Tax Manager at WorldQuant
Industry Accounting
Experience
WorldQuant LLC February 2015 - Present
TRG Management, LP October 2012 - February 2015
PwC / Apollo Global Management May 2012 - October 2012
Apollo Global Management LLC November 2010 - April 2012
Rothstein Kass January 2008 - October 2010
Ernst & Young January 2006 - August 2006
Skills
Hedge Funds, Private Equity, Partnership Taxation, Tax, Tax Research, Tax Preparation, Tax Compliance
Education
Indiana University - Kelley School of Business 2003 — 2007
Bachelor of Science (B.S.), Accounting and Finance
WorldQuant LLC February 2015 - Present
TRG Management, LP October 2012 - February 2015
PwC / Apollo Global Management May 2012 - October 2012
Apollo Global Management LLC November 2010 - April 2012
Rothstein Kass January 2008 - October 2010
Ernst & Young January 2006 - August 2006
Skills
Hedge Funds, Private Equity, Partnership Taxation, Tax, Tax Research, Tax Preparation, Tax Compliance
Education
Indiana University - Kelley School of Business 2003 — 2007
Bachelor of Science (B.S.), Accounting and Finance
Dina Verissimo's Rothstein Kass Experience May 2005 - August 2011
Job Accounts Receivable at Rothstein Kass
Industry Accounting
Experience
Rothstein Kass May 2005 - August 2011
Skills
Accounts Receivable
Education
Kean University
Rothstein Kass May 2005 - August 2011
Skills
Accounts Receivable
Education
Kean University
William Marino's Rothstein Kass Experience October 1999 - January 2004
Job Accounting/Operations at Apollo Capital Management
Industry Financial Services
Experience
Apollo Management March 2007 - Present
Citco Fund Services January 2004 - March 2007
Rothstein Kass October 1999 - January 2004
Skills
Hedge Funds, Equities, Fixed Income, Swaps, Trading
Education
New York University 2004 — 2005
Certificate, Financial Risk Management
Lehigh University 1995 — 1999
BS Accounting
Apollo Management March 2007 - Present
Citco Fund Services January 2004 - March 2007
Rothstein Kass October 1999 - January 2004
Skills
Hedge Funds, Equities, Fixed Income, Swaps, Trading
Education
New York University 2004 — 2005
Certificate, Financial Risk Management
Lehigh University 1995 — 1999
BS Accounting
Gina McAllister's Rothstein Kass Experience August 2009 - September 2010
Job Business Manager at Fortitude Financial Management
Industry Accounting
Experience
Fortitude Financial Management January 2011 - Present
The Blackhouse Foundation January 2011 - Present
The Image Initiative, Inc. July 2004 - Present
Rothstein Kass August 2009 - September 2010
Grant Tani Barash & Altman December 2005 - October 2008
Frankel & Kohn CPAs April 2004 - November 2005
Robert Half June 2000 - April 2004
Northern Trust Corporation February 1999 - May 2000
LaSalle Bank March 1998 - January 1999
Skills
Accounting, Financial Reporting, Tax, Cash Flow, Financial Management, Financial Analysis, Management, Forecasting, Analysis, Business Process..., Management Consulting, Small Business, Managerial Finance, Budgets, Financial Modeling, Business Planning, Finance, Process Improvement, Cross-functional Team..., Leadership, Strategy, Team Leadership, Due Diligence, Consulting, Film Production, Income Statement, Portfolio Management, Strategic Planning, Start-ups, Financial Advisory, Corporate Finance, Strategic Financial..., Investments, Banking, Business Strategy, Entrepreneurship, Business Development, Financial Services, Financial Planning, Private Equity, Retirement Planning, New Business Development, Strategic Consulting
Education
Howard University 2000 — 2002
MBA, Finance
Michigan State University 1988 — 1992
BA, Finance/Management
Fortitude Financial Management January 2011 - Present
The Blackhouse Foundation January 2011 - Present
The Image Initiative, Inc. July 2004 - Present
Rothstein Kass August 2009 - September 2010
Grant Tani Barash & Altman December 2005 - October 2008
Frankel & Kohn CPAs April 2004 - November 2005
Robert Half June 2000 - April 2004
Northern Trust Corporation February 1999 - May 2000
LaSalle Bank March 1998 - January 1999
Skills
Accounting, Financial Reporting, Tax, Cash Flow, Financial Management, Financial Analysis, Management, Forecasting, Analysis, Business Process..., Management Consulting, Small Business, Managerial Finance, Budgets, Financial Modeling, Business Planning, Finance, Process Improvement, Cross-functional Team..., Leadership, Strategy, Team Leadership, Due Diligence, Consulting, Film Production, Income Statement, Portfolio Management, Strategic Planning, Start-ups, Financial Advisory, Corporate Finance, Strategic Financial..., Investments, Banking, Business Strategy, Entrepreneurship, Business Development, Financial Services, Financial Planning, Private Equity, Retirement Planning, New Business Development, Strategic Consulting
Education
Howard University 2000 — 2002
MBA, Finance
Michigan State University 1988 — 1992
BA, Finance/Management
Derek Sager's Rothstein Kass Experience 1998 - 2000
Job Corporate Controller
Industry Information Technology and Services
Experience
Computer Aid, Inc. June 2009 - August 2011
PricewaterhouseCoopers January 2001 - June 2009
Rothstein Kass 1998 - 2000
Skills
US GAAP, Accounting, Internal Controls, Financial Accounting, Financial Reporting, Forecasting, GAAP, Auditing, CPA, Financial Analysis, Revenue Recognition
Education
Lehigh University 1994 — 1998
BS, Accounting
Lehigh University - College of Business and Economics 1994 — 1998
Computer Aid, Inc. June 2009 - August 2011
PricewaterhouseCoopers January 2001 - June 2009
Rothstein Kass 1998 - 2000
Skills
US GAAP, Accounting, Internal Controls, Financial Accounting, Financial Reporting, Forecasting, GAAP, Auditing, CPA, Financial Analysis, Revenue Recognition
Education
Lehigh University 1994 — 1998
BS, Accounting
Lehigh University - College of Business and Economics 1994 — 1998
Randall Holmes's Rothstein Kass Experience August 2003 - December 2003
Job Controller at Adelante Capital Management
Industry Financial Services
Experience
Adelante Capital Management October 2012 - Present
Citi Hedge Fund Services North America Inc. December 2009 - September 2012
Standish Management August 2008 - October 2009
Citi August 2007 - July 2008
BISYS December 2003 - August 2007
Rothstein Kass August 2003 - December 2003
Investors Bank & Trust August 2001 - June 2003
Skills
Fund Administration, Fund Of Funds, Hedge Funds, Private Equity, Alternative Investments, Fund Accounting, Accounting, Fixed Income, Venture Capital, Valuation, Financial Services, Equities, Back Office, Auditing, Securities, Investments, Asset Management
Education
University of Wollongong 2000 — 2001
Corporate Finanace
University of Massachusetts at Amherst - Isenberg School of Management 1997 — 2001
Corporate Finance, Finance
Norwell High School 1993 — 1997
Adelante Capital Management October 2012 - Present
Citi Hedge Fund Services North America Inc. December 2009 - September 2012
Standish Management August 2008 - October 2009
Citi August 2007 - July 2008
BISYS December 2003 - August 2007
Rothstein Kass August 2003 - December 2003
Investors Bank & Trust August 2001 - June 2003
Skills
Fund Administration, Fund Of Funds, Hedge Funds, Private Equity, Alternative Investments, Fund Accounting, Accounting, Fixed Income, Venture Capital, Valuation, Financial Services, Equities, Back Office, Auditing, Securities, Investments, Asset Management
Education
University of Wollongong 2000 — 2001
Corporate Finanace
University of Massachusetts at Amherst - Isenberg School of Management 1997 — 2001
Corporate Finance, Finance
Norwell High School 1993 — 1997
Pete Vocaturo's Rothstein Kass Experience 2003 - April 2009
Job Collections Supervisor at Citrin Cooperman
Industry Accounting
Experience
Citrin Cooperman 2014 - Present
Fleetwash, Inc. August 2010 - August 2014
Rothstein Kass 2003 - April 2009
Goodrich Aerospace/TRW 2000 - 2003
PRG / Production Arts Lighting 1995 - 2000
Homestead Insurance 1990 - 1995
Skills
Accounts Receivable, Credit, Billing, Budgeting, Financial Reporting, Financial Analysis, Account Reconciliation, General Ledger, Accounting, Forecasting, Outlook, Collections Management, Internal Audit, Auditing, Museum Collections, Budgets, Invoicing, Tax, Analysis, Finance, Management, Financial Statements, Sarbanes-Oxley Act, Business Planning, Hyperion Enterprise, Internal Controls, Consolidation, GAAP, Cash Flow, Variance Analysis, US GAAP, Financial Accounting
Education
University of Phoenix 2004 — 2006
MBA, International Business
Fairleigh Dickinson University 1978 — 1982
B.S, Business Management
Citrin Cooperman 2014 - Present
Fleetwash, Inc. August 2010 - August 2014
Rothstein Kass 2003 - April 2009
Goodrich Aerospace/TRW 2000 - 2003
PRG / Production Arts Lighting 1995 - 2000
Homestead Insurance 1990 - 1995
Skills
Accounts Receivable, Credit, Billing, Budgeting, Financial Reporting, Financial Analysis, Account Reconciliation, General Ledger, Accounting, Forecasting, Outlook, Collections Management, Internal Audit, Auditing, Museum Collections, Budgets, Invoicing, Tax, Analysis, Finance, Management, Financial Statements, Sarbanes-Oxley Act, Business Planning, Hyperion Enterprise, Internal Controls, Consolidation, GAAP, Cash Flow, Variance Analysis, US GAAP, Financial Accounting
Education
University of Phoenix 2004 — 2006
MBA, International Business
Fairleigh Dickinson University 1978 — 1982
B.S, Business Management
Caroline Blake's Rothstein Kass Experience September 1994 - July 1996
Job Financial Services Professional
Industry Financial Services
Experience
Wachovia Bank 1999 - 2002
OFFITBANK 1995 - 1999
Rothstein Kass September 1994 - July 1996
Integra Property Management August 1993 - September 1994
Skills
Fixed Income, Investments, Hedge Funds, Financial Analysis, Portfolio Management, Asset Management, Finance, Equities, Management, Strategic Planning, Accounting, Microsoft Office, Cash Management, Auditing, Forecasting, Budgets, Bank Reconciliation, Accounts Payable, Accounts Receivable, Financial Reporting, GAAP, PnL, General Ledger, Adjustments, Accruals, Financial Statements, NAV, QuickBooks, Quicken, Account Reconciliation, Variance Analysis, Financial Services, Journal Entries, Microsoft Excel, Banking, Bookkeeping, Analysis, Business Analysis
Education
La Salle University - School of Business Administration 1989 — 1993
Bachelor of Applied Science (BASc), Accounting
Wachovia Bank 1999 - 2002
OFFITBANK 1995 - 1999
Rothstein Kass September 1994 - July 1996
Integra Property Management August 1993 - September 1994
Skills
Fixed Income, Investments, Hedge Funds, Financial Analysis, Portfolio Management, Asset Management, Finance, Equities, Management, Strategic Planning, Accounting, Microsoft Office, Cash Management, Auditing, Forecasting, Budgets, Bank Reconciliation, Accounts Payable, Accounts Receivable, Financial Reporting, GAAP, PnL, General Ledger, Adjustments, Accruals, Financial Statements, NAV, QuickBooks, Quicken, Account Reconciliation, Variance Analysis, Financial Services, Journal Entries, Microsoft Excel, Banking, Bookkeeping, Analysis, Business Analysis
Education
La Salle University - School of Business Administration 1989 — 1993
Bachelor of Applied Science (BASc), Accounting
Mei Jou's Rothstein Kass Experience February 2011 - December 2011
Job .
Industry Accounting
Experience
Rothstein Kass February 2011 - December 2011
George McCrimlisk & Company January 2010 - January 2011
Skills
Internal Controls, Invoicing, Journal Entries, Management, Sarbanes-Oxley Act, Investments, Payroll, CPA, Nonprofits, SEC filings, Revenue Recognition, PeopleSoft, SAP
Education
Georgia Institute of Technology - Georgia Tech College of Management 2003 — 2008
Accounting, Management, Industrial Engineering, Statistics
Georgia Institute of Technology 2003 — 2007
Management, Accounting, Tax Accountant
Rothstein Kass February 2011 - December 2011
George McCrimlisk & Company January 2010 - January 2011
Skills
Internal Controls, Invoicing, Journal Entries, Management, Sarbanes-Oxley Act, Investments, Payroll, CPA, Nonprofits, SEC filings, Revenue Recognition, PeopleSoft, SAP
Education
Georgia Institute of Technology - Georgia Tech College of Management 2003 — 2008
Accounting, Management, Industrial Engineering, Statistics
Georgia Institute of Technology 2003 — 2007
Management, Accounting, Tax Accountant
Andrea Lillard, CPA's Rothstein Kass Experience January 2003 - January 2005
Job Senior Manager at KPMG
Industry Financial Services
Experience
KPMG US January 2007 - Present
Citi Hedge Fund Services North America (formerly BISYS Hedge Fund Services/RK Consulting) January 2004 - January 2007
Rothstein Kass January 2003 - January 2005
Skills
Hedge Funds, Investments, Alternative Investments, Auditing, Tax, CPA, Fund Of Funds, Securities, Mutual Funds, Financial Services, Financial Statements, Start-ups, Leadership, Funding, US GAAP, GAAP, SEC filings, Financial Reporting, Accounting, Internal Controls, Private Equity
Education
Lehigh University 1998 — 2002
BA Spanish and Sociology, BS Accounting, Masters Elementary Education
KPMG US January 2007 - Present
Citi Hedge Fund Services North America (formerly BISYS Hedge Fund Services/RK Consulting) January 2004 - January 2007
Rothstein Kass January 2003 - January 2005
Skills
Hedge Funds, Investments, Alternative Investments, Auditing, Tax, CPA, Fund Of Funds, Securities, Mutual Funds, Financial Services, Financial Statements, Start-ups, Leadership, Funding, US GAAP, GAAP, SEC filings, Financial Reporting, Accounting, Internal Controls, Private Equity
Education
Lehigh University 1998 — 2002
BA Spanish and Sociology, BS Accounting, Masters Elementary Education
Adam Brazer, CPA's Rothstein Kass Experience September 2004 - November 2005
Job Manager, Financial Accounting Group at Samsung Electronics America
Industry Accounting
Experience
Samsung Electronics America January 2014 - Present
Lord Abbett September 2011 - December 2013
Morgan Stanley October 2007 - September 2011
Ernst & Young November 2005 - September 2007
Rothstein Kass September 2004 - November 2005
Skills
Financial Statements, Financial Audits, Auditing, General Ledger, Internal Controls, Consolidation, Journal Entries, External Audit, Financial Accounting, Sarbanes-Oxley, Accounting, Sarbanes-Oxley Act, Finance, Financial Analysis, Financial Reporting
Education
Lehigh University 2000 — 2004
BS, Accounting
Samsung Electronics America January 2014 - Present
Lord Abbett September 2011 - December 2013
Morgan Stanley October 2007 - September 2011
Ernst & Young November 2005 - September 2007
Rothstein Kass September 2004 - November 2005
Skills
Financial Statements, Financial Audits, Auditing, General Ledger, Internal Controls, Consolidation, Journal Entries, External Audit, Financial Accounting, Sarbanes-Oxley, Accounting, Sarbanes-Oxley Act, Finance, Financial Analysis, Financial Reporting
Education
Lehigh University 2000 — 2004
BS, Accounting
Martin Hoffman's Rothstein Kass Experience 2006 - 2009
Job Principal at Martin R. Hoffman, CPA
Industry Accounting
Experience
Martin R. Hoffman, CPA June 2009 - Present
Rothstein Kass 2006 - 2009
Rose Dratch & Gilbert 2001 - 2005
ASSA ABLOY 1994 - 1999
Skills
Accounting, Auditing, Tax, Financial Reporting, Financial Statements, Internal Controls, Income Tax, Financial Services, Hedge Funds, Financial Accounting, CPA, US GAAP, GAAP
Education
Fairleigh Dickinson University
BS, Accounting
Martin R. Hoffman, CPA June 2009 - Present
Rothstein Kass 2006 - 2009
Rose Dratch & Gilbert 2001 - 2005
ASSA ABLOY 1994 - 1999
Skills
Accounting, Auditing, Tax, Financial Reporting, Financial Statements, Internal Controls, Income Tax, Financial Services, Hedge Funds, Financial Accounting, CPA, US GAAP, GAAP
Education
Fairleigh Dickinson University
BS, Accounting
Kraig C. Moore's Rothstein Kass Experience August 2013 - June 2014
Job Manager at JDJ Family Office Services
Industry Accounting
Experience
JDJ Family Office Services June 2014 - Present
Rothstein Kass August 2013 - June 2014
Capital Services LLC April 2009 - August 2013
KPMG September 2007 - November 2008
Summerfuel - f/k/a Academic Study Associates June 2007 - August 2007
University of Massachusetts Amherst March 2005 - May 2007
Volunteer Income Tax Assistance January 2007 - April 2007
Ghana Business Development & Global Citizenship Program January 2007 - January 2007
University of Massachusetts Amherst August 2006 - December 2006
KPMG June 2006 - August 2006
Skills
Auditing, Accounting, Financial Reporting, Tax, Account Reconciliation, Finance, Microsoft Excel, Leadership, Budgets, Excel, Audit, PowerPoint, Word, Microsoft Office, Outlook, Budgeting, Document Management, Small Business..., Tax Preparation, Corporate Tax, Partnership Taxation, Trust Accounting, Personal Finance
Education
University of Massachusetts at Amherst - Isenberg School of Management 2003 — 2007
BBA, Accounting & Information Systems, Economics, Certification in Public Policy & Administration
Imperial College London 2006 — 2006
Semester on Exchange, Business
Hingham High School 1999 — 2003
High School Education
JDJ Family Office Services June 2014 - Present
Rothstein Kass August 2013 - June 2014
Capital Services LLC April 2009 - August 2013
KPMG September 2007 - November 2008
Summerfuel - f/k/a Academic Study Associates June 2007 - August 2007
University of Massachusetts Amherst March 2005 - May 2007
Volunteer Income Tax Assistance January 2007 - April 2007
Ghana Business Development & Global Citizenship Program January 2007 - January 2007
University of Massachusetts Amherst August 2006 - December 2006
KPMG June 2006 - August 2006
Skills
Auditing, Accounting, Financial Reporting, Tax, Account Reconciliation, Finance, Microsoft Excel, Leadership, Budgets, Excel, Audit, PowerPoint, Word, Microsoft Office, Outlook, Budgeting, Document Management, Small Business..., Tax Preparation, Corporate Tax, Partnership Taxation, Trust Accounting, Personal Finance
Education
University of Massachusetts at Amherst - Isenberg School of Management 2003 — 2007
BBA, Accounting & Information Systems, Economics, Certification in Public Policy & Administration
Imperial College London 2006 — 2006
Semester on Exchange, Business
Hingham High School 1999 — 2003
High School Education
Erik Otterbein's Rothstein Kass Experience June 2007 - Present
Job CPA at Rothstein Kass
Industry Accounting
Experience
Rothstein Kass June 2007 - Present
BDO Seidman, LLP 2005 - 2007
Education
Fordham University 2000 — 2004
BS, Accounting
Rothstein Kass June 2007 - Present
BDO Seidman, LLP 2005 - 2007
Education
Fordham University 2000 — 2004
BS, Accounting
Mark (Yechiel) Gertzfeld, CPA's Rothstein Kass Experience January 2012 - May 2014
Job Tax Senior at Deloitte
Industry Accounting
Experience
Deloitte June 2015 - Present
EY May 2014 - May 2015
Rothstein Kass January 2012 - May 2014
Rothstein Kass June 2010 - January 2012
Empirian Property Management, Inc January 2009 - June 2010
Jacob Rosenfeld, CPA August 2008 - January 2009
Skills
Financial Reporting, Accounting, General Ledger, Financial Statements, Account Reconciliation, Analysis, CPA, Corporate Tax, Income Tax, Microsoft Excel, Partnership Taxation, QuickBooks, Tax, Tax Preparation, Tax Returns, Journal Entries, Preparation, Balance Sheet, Tax Accounting
Education
Fairleigh Dickinson University
Master of Science, Accounting
Telshe Yeshiva
Bachelor of Arts, Talmudic/Judaic Studies
Deloitte June 2015 - Present
EY May 2014 - May 2015
Rothstein Kass January 2012 - May 2014
Rothstein Kass June 2010 - January 2012
Empirian Property Management, Inc January 2009 - June 2010
Jacob Rosenfeld, CPA August 2008 - January 2009
Skills
Financial Reporting, Accounting, General Ledger, Financial Statements, Account Reconciliation, Analysis, CPA, Corporate Tax, Income Tax, Microsoft Excel, Partnership Taxation, QuickBooks, Tax, Tax Preparation, Tax Returns, Journal Entries, Preparation, Balance Sheet, Tax Accounting
Education
Fairleigh Dickinson University
Master of Science, Accounting
Telshe Yeshiva
Bachelor of Arts, Talmudic/Judaic Studies
Zhen Zhou's Rothstein Kass Experience October 2006 - December 2010
Job Risk & Control Analyst at JPMorgan Chase
Industry Accounting
Experience
JPMorgan Chase June 2014 - Present
American International Group December 2010 - June 2014
Rothstein Kass October 2006 - December 2010
Lehigh University College of Business and Economics September 2005 - May 2006
Skills
SAP BPC, Hyperion,..., Accounts Payable, Accounts Receivable, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Auditing, Financial Accounting, Financial Analysis, Accounting, GAAP, US GAAP, CPA, Private Equity, Tax, Corporate Finance, Internal Audit, Equities, Business Valuation, Hedge Funds, Due Diligence
Education
Lehigh University - College of Business and Economics 2004 — 2006
Master of Science (M.S.), Accounting and Information Analysis
Lehigh University 2002 — 2004
Master of Education (M.Ed.), Educational Leadership
Shanghai International Studies University
Bachelor of Arts (B.A.), English Language and Literature
JPMorgan Chase June 2014 - Present
American International Group December 2010 - June 2014
Rothstein Kass October 2006 - December 2010
Lehigh University College of Business and Economics September 2005 - May 2006
Skills
SAP BPC, Hyperion,..., Accounts Payable, Accounts Receivable, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Auditing, Financial Accounting, Financial Analysis, Accounting, GAAP, US GAAP, CPA, Private Equity, Tax, Corporate Finance, Internal Audit, Equities, Business Valuation, Hedge Funds, Due Diligence
Education
Lehigh University - College of Business and Economics 2004 — 2006
Master of Science (M.S.), Accounting and Information Analysis
Lehigh University 2002 — 2004
Master of Education (M.Ed.), Educational Leadership
Shanghai International Studies University
Bachelor of Arts (B.A.), English Language and Literature
Ben Condon's Rothstein Kass Experience September 2012 - December 2013
Job
Industry Accounting
Experience
WithumSmith+Brown January 2014 - Present
Rothstein Kass September 2012 - December 2013
Rothstein Kass October 2008 - September 2012
Siemens Building Technologies May 2006 - August 2006
Skills
GAAP, Auditing, Accounting, Due Diligence, Microsoft Excel, Financial Statements, Financial Reporting, Financial Analysis, Financial Modeling, QuickBooks
Education
Lehigh University - College of Business and Economics 2004 — 2008
BS, Accounting
Lake Forest High School 2000 — 2004
WithumSmith+Brown January 2014 - Present
Rothstein Kass September 2012 - December 2013
Rothstein Kass October 2008 - September 2012
Siemens Building Technologies May 2006 - August 2006
Skills
GAAP, Auditing, Accounting, Due Diligence, Microsoft Excel, Financial Statements, Financial Reporting, Financial Analysis, Financial Modeling, QuickBooks
Education
Lehigh University - College of Business and Economics 2004 — 2008
BS, Accounting
Lake Forest High School 2000 — 2004
Gabriele Caporaso's Rothstein Kass Experience November 2009 - October 2012
Job Senior Fund Accountant at Fortress Investment Group
Industry Financial Services
Experience
Fortress Investment Group October 2012 - Present
Rothstein Kass November 2009 - October 2012
Emigrant Bank August 2008 - November 2009
Forest Hills Financial Group January 2007 - August 2008
Skills
Financial Analysis, Banking, Credit, Financial Statement..., Credit Analysis, Loans, Credit Risk, Auditing, Financial Reporting, Corporate Finance, Financial Modeling, Accounting, Bloomberg, Account Reconciliation, Commercial Lending, Internal Controls
Education
Hofstra University 2008 — 2008
Accounting Certificate Program, Accounting
The University of Connecticut School of Business 2002 — 2006
Bachelor of Science (B.S.), Marketing
Fortress Investment Group October 2012 - Present
Rothstein Kass November 2009 - October 2012
Emigrant Bank August 2008 - November 2009
Forest Hills Financial Group January 2007 - August 2008
Skills
Financial Analysis, Banking, Credit, Financial Statement..., Credit Analysis, Loans, Credit Risk, Auditing, Financial Reporting, Corporate Finance, Financial Modeling, Accounting, Bloomberg, Account Reconciliation, Commercial Lending, Internal Controls
Education
Hofstra University 2008 — 2008
Accounting Certificate Program, Accounting
The University of Connecticut School of Business 2002 — 2006
Bachelor of Science (B.S.), Marketing
Jeffrey Bellitti, CPA's Rothstein Kass Experience January 2010 - June 2010
Job Transfer Pricing Specialist at the Internal Revenue Service
Industry Accounting
Experience
Internal Revenue Service August 2012 - Present
Internal Revenue Service June 2010 - August 2012
Rothstein Kass January 2010 - June 2010
Deloitte May 2007 - January 2010
Grant Thornton LLP August 2004 - May 2007
Skills
Transfer Pricing, International Tax, Tax Law, Income Tax, Tax Accounting, US GAAP, Financial Analysis
Education
Fordham University - Graduate School of Business Administration 2010 — 2013
Master's Degree, Tax Law/Taxation
State University of New York College at Geneseo 2000 — 2004
Bachelor's Degree, Accounting
Internal Revenue Service August 2012 - Present
Internal Revenue Service June 2010 - August 2012
Rothstein Kass January 2010 - June 2010
Deloitte May 2007 - January 2010
Grant Thornton LLP August 2004 - May 2007
Skills
Transfer Pricing, International Tax, Tax Law, Income Tax, Tax Accounting, US GAAP, Financial Analysis
Education
Fordham University - Graduate School of Business Administration 2010 — 2013
Master's Degree, Tax Law/Taxation
State University of New York College at Geneseo 2000 — 2004
Bachelor's Degree, Accounting
Shalaka Kachare's Rothstein Kass Experience October 2006 - August 2009
Job Finance/Accounting
Industry Financial Services
Experience
Symphony Asset Management LLC June 2013 - Present
Ironwood Capital Management January 2012 - May 2013
Standish Management January 2010 - October 2010
Rothstein Kass October 2006 - August 2009
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, GAAP, SEC filings, Accounting, Fund Accounting, Financial Reporting, Auditing, Tax, CPA, Private Equity, US GAAP, Equities, Internal Controls, Sarbanes-Oxley Act, Financial Accounting, Investments, Financial Services, Financial Analysis, SEC Filings
Education
Golden Gate University 2006 — 2009
MBA, Finance
Symphony Asset Management LLC June 2013 - Present
Ironwood Capital Management January 2012 - May 2013
Standish Management January 2010 - October 2010
Rothstein Kass October 2006 - August 2009
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, GAAP, SEC filings, Accounting, Fund Accounting, Financial Reporting, Auditing, Tax, CPA, Private Equity, US GAAP, Equities, Internal Controls, Sarbanes-Oxley Act, Financial Accounting, Investments, Financial Services, Financial Analysis, SEC Filings
Education
Golden Gate University 2006 — 2009
MBA, Finance
Audrey Ang, CPA's Rothstein Kass Experience December 2008 - October 2011
Job Accounting Manager at Institute of International Education
Industry Accounting
Experience
Institute of International Education October 2014 - Present
Crohn's & Colitis Foundation of America November 2011 - October 2014
Rothstein Kass December 2008 - October 2011
PricewaterhouseCoopers October 2004 - September 2008
Skills
Accounting, Audit, Tax, Hedge Funds, Fund Of Funds, Outlook, Partnership Taxation, SEC filings, Auditing, Financial Services, Financial Reporting
Education
Georgetown University 2000 — 2004
Bachelor of Science, Accounting and International Business
New York University 2011 — 2012
NYU-SCPS Certificate, Not-For-Profit Accounting and Governmental Reporting
Georgetown University - The McDonough School of Business 2000 — 2004
Bachelor of Science, Accounting and International Business
University College Dublin 2002 — 2003
Institute of International Education October 2014 - Present
Crohn's & Colitis Foundation of America November 2011 - October 2014
Rothstein Kass December 2008 - October 2011
PricewaterhouseCoopers October 2004 - September 2008
Skills
Accounting, Audit, Tax, Hedge Funds, Fund Of Funds, Outlook, Partnership Taxation, SEC filings, Auditing, Financial Services, Financial Reporting
Education
Georgetown University 2000 — 2004
Bachelor of Science, Accounting and International Business
New York University 2011 — 2012
NYU-SCPS Certificate, Not-For-Profit Accounting and Governmental Reporting
Georgetown University - The McDonough School of Business 2000 — 2004
Bachelor of Science, Accounting and International Business
University College Dublin 2002 — 2003
Joseph Colombo's Rothstein Kass Experience July 2012 - May 2014
Job Tax Manager at Apax Partners LP
Industry Accounting
Experience
Apax Partners May 2014 - Present
Rothstein Kass July 2012 - May 2014
Marks Paneth & Shron LLP September 2010 - July 2012
Becker Professional Review September 2010 - May 2011
Battery Park City Authority November 2009 - September 2010
Skills
Income Tax, Partnership Taxation, Corporate Tax, Private Foundations, Taxation of Trusts, Tax Preparation, QuickBooks, Tax, Accounting, Financial Statements, Tax Research, Finance, Auditing, CPA, Account Reconciliation, Tax Returns, GAAP, International Tax, US GAAP, PowerPoint, SEC filings, Tax Accounting, SEC Filings, Financial Accounting, General Ledger, Internal Controls
Education
Pace University
Farmingdale State University of New York
AS
Apax Partners May 2014 - Present
Rothstein Kass July 2012 - May 2014
Marks Paneth & Shron LLP September 2010 - July 2012
Becker Professional Review September 2010 - May 2011
Battery Park City Authority November 2009 - September 2010
Skills
Income Tax, Partnership Taxation, Corporate Tax, Private Foundations, Taxation of Trusts, Tax Preparation, QuickBooks, Tax, Accounting, Financial Statements, Tax Research, Finance, Auditing, CPA, Account Reconciliation, Tax Returns, GAAP, International Tax, US GAAP, PowerPoint, SEC filings, Tax Accounting, SEC Filings, Financial Accounting, General Ledger, Internal Controls
Education
Pace University
Farmingdale State University of New York
AS
Jaymie Steiner, CPA's Rothstein Kass Experience October 2003 - June 2014
Job Senior Manager at KPMG US
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass October 2003 - June 2014
Skills
Fund Of Funds, Fund Accounting, Audit, Tax, GAAP, Auditing, US GAAP, CPA, Accounting, Hedge Funds, Alternative Investments, Financial Services, Internal Audit, SEC filings, Venture Capital, Tax Accounting, Financial Reporting
Education
Hofstra University
Bachelor's degree, Accounting
KPMG US July 2014 - Present
Rothstein Kass October 2003 - June 2014
Skills
Fund Of Funds, Fund Accounting, Audit, Tax, GAAP, Auditing, US GAAP, CPA, Accounting, Hedge Funds, Alternative Investments, Financial Services, Internal Audit, SEC filings, Venture Capital, Tax Accounting, Financial Reporting
Education
Hofstra University
Bachelor's degree, Accounting
Brett Connole, CPA's Rothstein Kass Experience September 2007 - December 2013
Job Assistant Controller at Scopia Capital Management LP
Industry Accounting
Experience
Scopia Capital Management LP July 2015 - Present
JAT Capital Management, LP December 2013 - July 2015
Rothstein Kass September 2007 - December 2013
Ernst & Young September 2006 - August 2007
Skills
Accounting, Audit, Hedge Funds, Fund Of Funds, Partnership Taxation, Financial Markets, Fund Accounting, Advisory, Investment Products, Valuation, Team Management, Team Leadership, Auditing, Investments, Alternative Investments, Offshore Funds, Limited Partnerships, Limited Companies, Derivatives, Capital Allocation
Education
Lehigh University - College of Business and Economics 2002 — 2006
B.S. Accounting, Accounting and Finance
Scopia Capital Management LP July 2015 - Present
JAT Capital Management, LP December 2013 - July 2015
Rothstein Kass September 2007 - December 2013
Ernst & Young September 2006 - August 2007
Skills
Accounting, Audit, Hedge Funds, Fund Of Funds, Partnership Taxation, Financial Markets, Fund Accounting, Advisory, Investment Products, Valuation, Team Management, Team Leadership, Auditing, Investments, Alternative Investments, Offshore Funds, Limited Partnerships, Limited Companies, Derivatives, Capital Allocation
Education
Lehigh University - College of Business and Economics 2002 — 2006
B.S. Accounting, Accounting and Finance
Lindsay E. Snyder, CPA's Rothstein Kass Experience October 2007 - May 2010
Job Corporate Accounting at Technology Crossover Ventures
Industry Accounting
Experience
Technology Crossover Ventures January 2013 - Present
Plural Investments, LLC September 2011 - December 2012
Touradji Capital Management, LP May 2010 - September 2011
Rothstein Kass October 2007 - May 2010
Skills
Tax, Auditing, Management, Corporate Finance, Accounting, Financial Services, Hedge Funds
Education
Florida Atlantic University 2005 — 2007
Masters, Accounting
Florida Atlantic University 2001 — 2005
BBA, Accounting
Technology Crossover Ventures January 2013 - Present
Plural Investments, LLC September 2011 - December 2012
Touradji Capital Management, LP May 2010 - September 2011
Rothstein Kass October 2007 - May 2010
Skills
Tax, Auditing, Management, Corporate Finance, Accounting, Financial Services, Hedge Funds
Education
Florida Atlantic University 2005 — 2007
Masters, Accounting
Florida Atlantic University 2001 — 2005
BBA, Accounting
Dan Grayzel's Rothstein Kass Experience May 2011 - March 2012
Job Business Analyst Transformation Services at AIG
Industry Management Consulting
Experience
AIG March 2014 - Present
EY March 2012 - March 2014
Rothstein Kass May 2011 - March 2012
Rothstein Kass October 2008 - May 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Strategic Planning, Budgets
Education
Lehigh University 2004 — 2008
Bachelor's degree, Accounting and Finance
AIG March 2014 - Present
EY March 2012 - March 2014
Rothstein Kass May 2011 - March 2012
Rothstein Kass October 2008 - May 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Strategic Planning, Budgets
Education
Lehigh University 2004 — 2008
Bachelor's degree, Accounting and Finance
Souleymane Traore's Rothstein Kass Experience October 2007 - September 2008
Job Accountant at Lakeside Financial Group
Industry Financial Services
Experience
Lakeside Financial Group January 2013 - Present
Levi Strauss & Co. December 2011 - Present
Molatore Scroggin Peterson & C January 2011 - August 2011
Rothstein Kass October 2007 - September 2008
Jeld-Wen June 2006 - September 2006
Skills
GAAP, Accounting, Tax, Auditing, Financial Reporting, Microsoft Office, Finance, Financial Accounting, Sarbanes-Oxley Act, US GAAP, Financial Statements, Account Reconciliation, Analysis, Financial Analysis, Internal Controls
Education
Golden Gate University 2008 — 2012
Master, Accountancy/Finance
Santa Clara University - Leavey School of Business 2007 — 2007
Certificate, Accounting/Finance
Oregon Institute of Technology 2002 — 2007
Bachelor of Science, Business Administrative/Marketing/Accounting
Lakeside Financial Group January 2013 - Present
Levi Strauss & Co. December 2011 - Present
Molatore Scroggin Peterson & C January 2011 - August 2011
Rothstein Kass October 2007 - September 2008
Jeld-Wen June 2006 - September 2006
Skills
GAAP, Accounting, Tax, Auditing, Financial Reporting, Microsoft Office, Finance, Financial Accounting, Sarbanes-Oxley Act, US GAAP, Financial Statements, Account Reconciliation, Analysis, Financial Analysis, Internal Controls
Education
Golden Gate University 2008 — 2012
Master, Accountancy/Finance
Santa Clara University - Leavey School of Business 2007 — 2007
Certificate, Accounting/Finance
Oregon Institute of Technology 2002 — 2007
Bachelor of Science, Business Administrative/Marketing/Accounting
Michael Friedman, CPA, CFE's Rothstein Kass Experience 2008 - 2009
Job Accountant at Marks Paneth & Shron LLP
Industry Accounting
Experience
Marks Paneth LLP January 2012 - Present
KVB Partners November 2009 - February 2012
Rothstein Kass 2008 - 2009
Skills
Financial Reporting, QuickBooks, Account Reconciliation, ProSystem fx Tax, Partnership Taxation, Financial Statements, External Audit, Accounting, UK Corporation Tax, GoSystems, US GAAP, Auditing, CPA, Accounts Receivable, Internal Controls, Accounts Payable, Financial Accounting, GAAP, Tax, Tax Preparation, General Ledger
Education
Fairleigh Dickinson University 2006 — 2007
MS, Accountancy
Marks Paneth LLP January 2012 - Present
KVB Partners November 2009 - February 2012
Rothstein Kass 2008 - 2009
Skills
Financial Reporting, QuickBooks, Account Reconciliation, ProSystem fx Tax, Partnership Taxation, Financial Statements, External Audit, Accounting, UK Corporation Tax, GoSystems, US GAAP, Auditing, CPA, Accounts Receivable, Internal Controls, Accounts Payable, Financial Accounting, GAAP, Tax, Tax Preparation, General Ledger
Education
Fairleigh Dickinson University 2006 — 2007
MS, Accountancy
Daniel Drucker's Rothstein Kass Experience November 2013 - June 2014
Job Senior Audit Associate at KPMG US
Industry Accounting
Experience
KPMG US July 2015 - Present
KPMG US July 2014 - June 2015
Rothstein Kass November 2013 - June 2014
Christian Dior Couture May 2012 - October 2013
Chubb June 2010 - August 2010
Indiana University Bloomington January 2009 - May 2009
Best Buy August 2006 - January 2008
Skills
Microsoft Office, QuickBooks, Accounting, Finance, Microsoft Excel, Auditing, PowerPoint, Financial Reporting, Microsoft Word, Financial Accounting
Education
Indiana University Bloomington 2007 — 2011
Bachelor's degree, Accounting and Finance
KPMG US July 2015 - Present
KPMG US July 2014 - June 2015
Rothstein Kass November 2013 - June 2014
Christian Dior Couture May 2012 - October 2013
Chubb June 2010 - August 2010
Indiana University Bloomington January 2009 - May 2009
Best Buy August 2006 - January 2008
Skills
Microsoft Office, QuickBooks, Accounting, Finance, Microsoft Excel, Auditing, PowerPoint, Financial Reporting, Microsoft Word, Financial Accounting
Education
Indiana University Bloomington 2007 — 2011
Bachelor's degree, Accounting and Finance
Ling Chen, CPA's Rothstein Kass Experience January 2009 - July 2014
Job Tax Managing Director at KPMG US
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass January 2009 - July 2014
Investment Group January 2008 - December 2008
GSC Group January 2007 - December 2007
Education
Fairleigh Dickinson University 1999 — 2002
MST
KPMG US July 2014 - Present
Rothstein Kass January 2009 - July 2014
Investment Group January 2008 - December 2008
GSC Group January 2007 - December 2007
Education
Fairleigh Dickinson University 1999 — 2002
MST
Karen Rankin's Rothstein Kass Experience October 2003 - May 2005
Job Senior Accountant at SERV Behavioral Health System, Inc.
Industry Accounting
Experience
SERV Behavioral Health System, Inc. March 2013 - Present
Borough of Manasquan June 2012 - March 2013
Lambrides, Arnold, Moulthrop LLP June 2005 - February 2012
Rothstein Kass October 2003 - May 2005
Skills
Accounting, Accounts Payable, Account Reconciliation, Accounts Receivable, Bank Reconciliation, Fixed Assets, Financial Accounting, Tax Preparation, Payroll, Analysis, Microsoft Excel, Microsoft Word, QuickBooks, Outlook Express, Access, Accruals
Education
Montclair State University 1999 — 2003
Bachelor's degree, Bus Admin: Accounting
Fairleigh Dickinson University
Tax Courses, Taxation
SERV Behavioral Health System, Inc. March 2013 - Present
Borough of Manasquan June 2012 - March 2013
Lambrides, Arnold, Moulthrop LLP June 2005 - February 2012
Rothstein Kass October 2003 - May 2005
Skills
Accounting, Accounts Payable, Account Reconciliation, Accounts Receivable, Bank Reconciliation, Fixed Assets, Financial Accounting, Tax Preparation, Payroll, Analysis, Microsoft Excel, Microsoft Word, QuickBooks, Outlook Express, Access, Accruals
Education
Montclair State University 1999 — 2003
Bachelor's degree, Bus Admin: Accounting
Fairleigh Dickinson University
Tax Courses, Taxation
Daniel McGuigan, CPA's Rothstein Kass Experience November 2011 - June 2014
Job Entrepreneur / Freelance CPA Work
Industry Accounting
Experience
KPMG US July 2014 - November 2014
Rothstein Kass November 2011 - June 2014
Rothstein Kass May 2012 - December 2012
Lehigh University July 2011 - August 2011
Skills
CCH ProSystem fx, Accounting, Financial Analysis, Auditing, Microsoft Excel, GoSystem Tax RS, Capital Markets, Bloomberg, Financial Services, CPA, Finance, Valuation, Private Equity, Tax, Internal Controls, Investments
Education
Lehigh University - College of Business and Economics 2007 — 2011
Bachelors of Science, Accounting, Finance
KPMG US July 2014 - November 2014
Rothstein Kass November 2011 - June 2014
Rothstein Kass May 2012 - December 2012
Lehigh University July 2011 - August 2011
Skills
CCH ProSystem fx, Accounting, Financial Analysis, Auditing, Microsoft Excel, GoSystem Tax RS, Capital Markets, Bloomberg, Financial Services, CPA, Finance, Valuation, Private Equity, Tax, Internal Controls, Investments
Education
Lehigh University - College of Business and Economics 2007 — 2011
Bachelors of Science, Accounting, Finance
Robert Jinkins's Rothstein Kass Experience 2002 - 2004
Job Senior Director at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP August 2006 - Present
PricewaterhouseCoopers 2004 - July 2006
Rothstein Kass 2002 - 2004
myCFO, Inc. 2000 - 2002
PricewaterhouseCoopers 1992 - 2000
Ernst & Young 1985 - 1990
Skills
Corporate Tax, Tax Accounting, Partnership Taxation, Income Tax, Tax, Venture Capital, Tax Services, Accounting, FAS109, Private Equity, Mergers & Acquisitions, S Corporations, Tax Advisory, Tax Research, Financial Analysis
Education
Golden Gate University
Master of Science, Taxation
San Francisco State University
Bachelors, Business, accounting emphasis
BDO USA, LLP August 2006 - Present
PricewaterhouseCoopers 2004 - July 2006
Rothstein Kass 2002 - 2004
myCFO, Inc. 2000 - 2002
PricewaterhouseCoopers 1992 - 2000
Ernst & Young 1985 - 1990
Skills
Corporate Tax, Tax Accounting, Partnership Taxation, Income Tax, Tax, Venture Capital, Tax Services, Accounting, FAS109, Private Equity, Mergers & Acquisitions, S Corporations, Tax Advisory, Tax Research, Financial Analysis
Education
Golden Gate University
Master of Science, Taxation
San Francisco State University
Bachelors, Business, accounting emphasis
Nichol Chiarella, CPA's Rothstein Kass Experience August 2007 - July 2010
Job Senior Tax Manager at Anchin, Block & Anchin LLP
Industry Accounting
Experience
Anchin, Block & Anchin LLP August 2012 - Present
BDO USA, LLP August 2010 - September 2012
Rothstein Kass August 2007 - July 2010
Vanacore DeBenedictus DiGovanni & Weddell 2005 - 2007
Wojeski & Co 2000 - 2003
Skills
Tax, Tax Research, Corporate Tax, Income Tax, Accounting, Tax Preparation, Partnership Taxation, Tax Accounting, Financial Reporting, Internal Controls, Auditing, GAAP, Tax Returns, CPA, International Tax
Education
Fairleigh Dickinson University 2008 — 2010
MS, Taxation with a Certificate in Corporate Specialization
University at Albany, SUNY 1997 — 2001
BS, Accounting
Newburgh Free Academy
Anchin, Block & Anchin LLP August 2012 - Present
BDO USA, LLP August 2010 - September 2012
Rothstein Kass August 2007 - July 2010
Vanacore DeBenedictus DiGovanni & Weddell 2005 - 2007
Wojeski & Co 2000 - 2003
Skills
Tax, Tax Research, Corporate Tax, Income Tax, Accounting, Tax Preparation, Partnership Taxation, Tax Accounting, Financial Reporting, Internal Controls, Auditing, GAAP, Tax Returns, CPA, International Tax
Education
Fairleigh Dickinson University 2008 — 2010
MS, Taxation with a Certificate in Corporate Specialization
University at Albany, SUNY 1997 — 2001
BS, Accounting
Newburgh Free Academy
Jared Montagna's Rothstein Kass Experience October 2008 - February 2013
Job Investment Management Firm
Industry Financial Services
Experience
Investment Management Firm February 2013 - Present
Rothstein Kass October 2008 - February 2013
Skills
Auditing, Microsoft Excel, Microsoft Office, US GAAP, Management, GAAP, Financial Accounting, Microsoft Word, Internal Controls
Education
Lehigh University 2004 — 2008
B.A., Accounting
Investment Management Firm February 2013 - Present
Rothstein Kass October 2008 - February 2013
Skills
Auditing, Microsoft Excel, Microsoft Office, US GAAP, Management, GAAP, Financial Accounting, Microsoft Word, Internal Controls
Education
Lehigh University 2004 — 2008
B.A., Accounting
Jordan Simmonds's Rothstein Kass Experience 2010 - 2012
Job Investment Professional at Solis Capital Partners LLC
Industry Venture Capital & Private Equity
Experience
Solis Capital Partners LLC 2015 - Present
Armory Securities, LLC (FKA The Seaport Group) 2013 - 2015
Trinity Capital LLC 2012 - 2013
Rothstein Kass 2010 - 2012
Beacon Pointe Advisors 2010 - 2010
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Financial Accounting, Corporate Finance, Valuation, Due Diligence, US GAAP, Mergers, Investment Banking, CPA, Investments, Banking, Restructuring, Distressed Opportunities
Education
University of California, Santa Barbara 2004 — 2009
Bachelor of Arts (B.A.), Business and Economics with Emphasis in Accounting
Griffith University 2007 — 2007
Global Security and International Relations
Solis Capital Partners LLC 2015 - Present
Armory Securities, LLC (FKA The Seaport Group) 2013 - 2015
Trinity Capital LLC 2012 - 2013
Rothstein Kass 2010 - 2012
Beacon Pointe Advisors 2010 - 2010
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Financial Accounting, Corporate Finance, Valuation, Due Diligence, US GAAP, Mergers, Investment Banking, CPA, Investments, Banking, Restructuring, Distressed Opportunities
Education
University of California, Santa Barbara 2004 — 2009
Bachelor of Arts (B.A.), Business and Economics with Emphasis in Accounting
Griffith University 2007 — 2007
Global Security and International Relations
Mark Pollak's Rothstein Kass Experience 2011 - July 2014
Job Senior Tax Associate at KPMG US
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass 2011 - July 2014
Bernath and Rosenberg P.C. October 2009 - October 2011
Skills
Tax, Partnership Taxation, Accounting, Tax Preparation, Tax Research, Tax Accounting, GAAP, Financial Reporting, Auditing, Tax Returns, Corporate Tax, Income Tax, Financial Accounting, QuickBooks, CPA, General Ledger, ProSystem fx Tax, Bookkeeping, Financial Statements
Education
Fairleigh Dickinson University 2008 — 2009
MS, Accounting
KPMG US July 2014 - Present
Rothstein Kass 2011 - July 2014
Bernath and Rosenberg P.C. October 2009 - October 2011
Skills
Tax, Partnership Taxation, Accounting, Tax Preparation, Tax Research, Tax Accounting, GAAP, Financial Reporting, Auditing, Tax Returns, Corporate Tax, Income Tax, Financial Accounting, QuickBooks, CPA, General Ledger, ProSystem fx Tax, Bookkeeping, Financial Statements
Education
Fairleigh Dickinson University 2008 — 2009
MS, Accounting
Brian Fitz-Gerald's Rothstein Kass Experience December 2010 - August 2012
Job Finance Manager, Transportation Costs at Mondelēz International
Industry Financial Services
Experience
Mondelēz International July 2015 - Present
Mondelēz International January 2015 - Present
Mondelēz International October 2013 - December 2014
Mondelēz International August 2012 - October 2013
Rothstein Kass December 2010 - August 2012
Ernst & Young August 2008 - November 2010
Cape Cod Five June 2006 - August 2006
Plymouth Savings Bank June 2005 - August 2005
Skills
Accounting, Auditing, SEC filings, Banking, Budgets, Loans, Financial Reporting, GAAP, US GAAP, Internal Controls, CPA, Financial Accounting, Financial Analysis, Financial Statements, Private Equity, Sarbanes-Oxley Act
Education
Seton Hall University 2013 — 2015
Master of Business Administration (MBA), Management
Ithaca College 2004 — 2008
B.S., Accounting and Finance (Dual Degrees)
Mondelēz International July 2015 - Present
Mondelēz International January 2015 - Present
Mondelēz International October 2013 - December 2014
Mondelēz International August 2012 - October 2013
Rothstein Kass December 2010 - August 2012
Ernst & Young August 2008 - November 2010
Cape Cod Five June 2006 - August 2006
Plymouth Savings Bank June 2005 - August 2005
Skills
Accounting, Auditing, SEC filings, Banking, Budgets, Loans, Financial Reporting, GAAP, US GAAP, Internal Controls, CPA, Financial Accounting, Financial Analysis, Financial Statements, Private Equity, Sarbanes-Oxley Act
Education
Seton Hall University 2013 — 2015
Master of Business Administration (MBA), Management
Ithaca College 2004 — 2008
B.S., Accounting and Finance (Dual Degrees)
Kimberly Grech's Rothstein Kass Experience November 2011 - June 2014
Job Senior Audit Associate at KPMG
Industry Accounting
Experience
KPMG July 2014 - Present
Rothstein Kass November 2011 - June 2014
Wells Fargo September 2008 - December 2010
Skills
Auditing, Account Reconciliation, Banking, Training, Financial Accounting, Microsoft Excel, Customer Service, Credit, Loans, Sales, Accounting, Financial Reporting, GAAP, Hedge Funds, Access, Accounts Payable, Budgets, Internal Controls
Education
San Francisco State University 2008 — 2011
Bachelor of Science, Accounting
Folsom Lake College 2005 — 2008
Associates of Arts, Social Science
KPMG July 2014 - Present
Rothstein Kass November 2011 - June 2014
Wells Fargo September 2008 - December 2010
Skills
Auditing, Account Reconciliation, Banking, Training, Financial Accounting, Microsoft Excel, Customer Service, Credit, Loans, Sales, Accounting, Financial Reporting, GAAP, Hedge Funds, Access, Accounts Payable, Budgets, Internal Controls
Education
San Francisco State University 2008 — 2011
Bachelor of Science, Accounting
Folsom Lake College 2005 — 2008
Associates of Arts, Social Science
Gregory Kastner's Rothstein Kass Experience November 2002 - August 2008
Job Financial Services Senior Tax Manager, California CPA
Industry Accounting
Experience
BDO USA, LLP November 2010 - June 2015
Marcum LLP October 2008 - October 2010
Rothstein Kass November 2002 - August 2008
Bernstein Fox Whitman July 1998 - November 1999
Breslow, Loeb, Baumohl & Wall June 1997 - July 1998
KPMG Peat Marwick January 1995 - May 1996
Linsco Private Ledger July 1993 - August 1994
Skills
Hedge Funds, Tax, Alternative Investments, High Net Worth..., Partnership Taxation, CPA, Tax Accounting, Securities, Financial Services, Financial Structuring, Fund Of Funds, Tax Research
Education
Golden Gate University 2004 — 2005
Masters, Taxation - Half completed
University of California, Davis 1989 — 1993
Bachelors of Arts, Economics
BDO USA, LLP November 2010 - June 2015
Marcum LLP October 2008 - October 2010
Rothstein Kass November 2002 - August 2008
Bernstein Fox Whitman July 1998 - November 1999
Breslow, Loeb, Baumohl & Wall June 1997 - July 1998
KPMG Peat Marwick January 1995 - May 1996
Linsco Private Ledger July 1993 - August 1994
Skills
Hedge Funds, Tax, Alternative Investments, High Net Worth..., Partnership Taxation, CPA, Tax Accounting, Securities, Financial Services, Financial Structuring, Fund Of Funds, Tax Research
Education
Golden Gate University 2004 — 2005
Masters, Taxation - Half completed
University of California, Davis 1989 — 1993
Bachelors of Arts, Economics
Bill Dickin's Rothstein Kass Experience July 2004 - January 2011
Job Financial & Management Consultant
Industry Accounting
Experience
Hagerty Consulting February 2013 - Present
The Siegfried Group 2012 - 2012
PwC 2012 - 2012
Rothstein Kass July 2004 - January 2011
Skills
Hedge Funds, Audit, Tax Accounting, Fund Of Funds, Alternative Investments, Investment Strategies, Partnership Accounting, US GAAP, Allocations, Valuation, Financial Reporting, Assurance, Public Assistance..., Management Consulting, Tax, Auditing, Financial Statements, Private Equity, Internal Controls, Accounting, Finance, Account Reconciliation
Education
Lehigh University - College of Business and Economics 2000 — 2004
BS, Accounting
Hagerty Consulting February 2013 - Present
The Siegfried Group 2012 - 2012
PwC 2012 - 2012
Rothstein Kass July 2004 - January 2011
Skills
Hedge Funds, Audit, Tax Accounting, Fund Of Funds, Alternative Investments, Investment Strategies, Partnership Accounting, US GAAP, Allocations, Valuation, Financial Reporting, Assurance, Public Assistance..., Management Consulting, Tax, Auditing, Financial Statements, Private Equity, Internal Controls, Accounting, Finance, Account Reconciliation
Education
Lehigh University - College of Business and Economics 2000 — 2004
BS, Accounting
Yubin Fang, CPA's Rothstein Kass Experience October 2007 - July 2012
Job Assistant Controller at Ramius Alternative Solutions
Industry Financial Services
Experience
Ramius LLC July 2014 - Present
J.P. Morgan May 2013 - July 2014
Morgan Stanley July 2012 - May 2013
Rothstein Kass October 2007 - July 2012
Skills
Hedge Funds, Private Equity, Fund Of Funds, Financial Reporting, Partnership Taxation, K-1, Accounting, Finance, Auditing, Alternative Investments, Financial Analysis, Tax, US GAAP, Mutual Funds, Valuation, SEC filings, Financial Modeling, GAAP, Financial Statements, CPA
Education
Lehigh University 2006 — 2007
Master of Science (MS), Accounting
Lehigh University 2004 — 2006
Bachelor of Science (BS), Finance
The University of Connecticut 2002 — 2004
Ramius LLC July 2014 - Present
J.P. Morgan May 2013 - July 2014
Morgan Stanley July 2012 - May 2013
Rothstein Kass October 2007 - July 2012
Skills
Hedge Funds, Private Equity, Fund Of Funds, Financial Reporting, Partnership Taxation, K-1, Accounting, Finance, Auditing, Alternative Investments, Financial Analysis, Tax, US GAAP, Mutual Funds, Valuation, SEC filings, Financial Modeling, GAAP, Financial Statements, CPA
Education
Lehigh University 2006 — 2007
Master of Science (MS), Accounting
Lehigh University 2004 — 2006
Bachelor of Science (BS), Finance
The University of Connecticut 2002 — 2004
Kajali Kishore's Rothstein Kass Experience January 2011 - April 2011
Job Tax Experienced Associate at PwC
Industry Accounting
Experience
PwC July 2012 - Present
PwC July 2011 - June 2012
Golden Gate University July 2010 - July 2011
Rothstein Kass January 2011 - April 2011
Arnell Enterprises July 2007 - December 2007
Skills
Tax, Tax Research, Partnership Taxation, Tax Accounting, Income Tax, Corporate Tax, International Tax, Accounting, Financial Analysis, Tax Advisory, Tax Returns
Education
Golden Gate University 2010 — 2011
MS, Taxation
Institute Of Chartered Accountants of India 2004 — 2006
Ranchi University 2003 — 2006
B.Com., Accounting & Taxation
Sacred Heart Convent School 1999 — 2001
PwC July 2012 - Present
PwC July 2011 - June 2012
Golden Gate University July 2010 - July 2011
Rothstein Kass January 2011 - April 2011
Arnell Enterprises July 2007 - December 2007
Skills
Tax, Tax Research, Partnership Taxation, Tax Accounting, Income Tax, Corporate Tax, International Tax, Accounting, Financial Analysis, Tax Advisory, Tax Returns
Education
Golden Gate University 2010 — 2011
MS, Taxation
Institute Of Chartered Accountants of India 2004 — 2006
Ranchi University 2003 — 2006
B.Com., Accounting & Taxation
Sacred Heart Convent School 1999 — 2001
David Goodman, CPA's Rothstein Kass Experience August 2010 - May 2014
Job Audit Manager at Raich Ende Malter & Co., LLP
Industry Accounting
Experience
Raich Ende Malter & Co., LLP February 2015 - Present
Flynn Family Office (Rothstein Kass spin-off) June 2014 - February 2015
Rothstein Kass August 2010 - May 2014
Rothstein Kass October 2001 - August 2010
Skills
QuickBooks, Datafaction, CCH ProSystem fx, US GAAP, GAAP, Wealth Management, Tax, CPA, Financial Reporting, Tax Preparation, Financial Statements, Auditing, Internal Controls, Accounting, Tax Accounting, Financial Accounting, Partnership Taxation
Education
Lehigh University - College of Business and Economics 1997 — 2001
BS, Accounting
Blair
Raich Ende Malter & Co., LLP February 2015 - Present
Flynn Family Office (Rothstein Kass spin-off) June 2014 - February 2015
Rothstein Kass August 2010 - May 2014
Rothstein Kass October 2001 - August 2010
Skills
QuickBooks, Datafaction, CCH ProSystem fx, US GAAP, GAAP, Wealth Management, Tax, CPA, Financial Reporting, Tax Preparation, Financial Statements, Auditing, Internal Controls, Accounting, Tax Accounting, Financial Accounting, Partnership Taxation
Education
Lehigh University - College of Business and Economics 1997 — 2001
BS, Accounting
Blair
Vlad Yunger, CFA's Rothstein Kass Experience 2006 - 2007
Job Valuation associate at Davidson Kempner Capital Management
Industry Investment Management
Experience
Davidson Kempner Capital Management April 2011 - Present
Goldman Sachs January 2008 - April 2011
Rothstein Kass 2006 - 2007
Skills
SEC filings, Hedge Funds, Private Equity, Valuation, Financial Analysis, Corporate Finance, Financial Reporting, Alternative Investments, Accounting, Investments, Securities, Bloomberg, Derivatives, Fixed Income, Account Reconciliation, Pivot Tables, Microsoft Excel, Business Valuation, Financial Statement..., Outlook, Financial Modeling, Fund Of Funds, Due Diligence, Risk Management, US GAAP
Education
Lehigh University 2002 — 2006
BS, Accounting & Finance
Davidson Kempner Capital Management April 2011 - Present
Goldman Sachs January 2008 - April 2011
Rothstein Kass 2006 - 2007
Skills
SEC filings, Hedge Funds, Private Equity, Valuation, Financial Analysis, Corporate Finance, Financial Reporting, Alternative Investments, Accounting, Investments, Securities, Bloomberg, Derivatives, Fixed Income, Account Reconciliation, Pivot Tables, Microsoft Excel, Business Valuation, Financial Statement..., Outlook, Financial Modeling, Fund Of Funds, Due Diligence, Risk Management, US GAAP
Education
Lehigh University 2002 — 2006
BS, Accounting & Finance
Farhan Syed, CPA's Rothstein Kass Experience January 2011 - Present
Job Senior Manager at KPMG US
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass January 2011 - Present
Citi Hedge Fund Services North America, Inc. 2005 - 2010
BISYS Fund Services 2005 - 2006
Education
Kean University 1999 — 2001
B.S, Finance
KPMG US July 2014 - Present
Rothstein Kass January 2011 - Present
Citi Hedge Fund Services North America, Inc. 2005 - 2010
BISYS Fund Services 2005 - 2006
Education
Kean University 1999 — 2001
B.S, Finance
Michelle Cannizzaro's Rothstein Kass Experience November 2013 - Present
Job Associate Tax
Industry Accounting
Experience
SaxBST October 2014 - Present
Rothstein Kass November 2013 - Present
CPA ADVISORY GROUP January 2013 - Present
KPMG US July 2014 - October 2014
Sharpe, Kawam, Carmosino & Co., LLC January 2012 - April 2012
Wyndham Vacation Ownership May 2011 - August 2011
CPA Advisory Group January 2011 - April 2011
Skills
Income Tax, QuickBooks
Education
Fairleigh Dickinson University 2008 — 2012
SaxBST October 2014 - Present
Rothstein Kass November 2013 - Present
CPA ADVISORY GROUP January 2013 - Present
KPMG US July 2014 - October 2014
Sharpe, Kawam, Carmosino & Co., LLC January 2012 - April 2012
Wyndham Vacation Ownership May 2011 - August 2011
CPA Advisory Group January 2011 - April 2011
Skills
Income Tax, QuickBooks
Education
Fairleigh Dickinson University 2008 — 2012
Juli Jayoung Park's Rothstein Kass Experience January 2011 - Present
Job Senior at Rothstein Kass
Industry Accounting
Experience
Rothstein Kass January 2011 - Present
Education
경희대학교 / Kyung Hee University
Rothstein Kass January 2011 - Present
Education
경희대학교 / Kyung Hee University
Alan Pech's Rothstein Kass Experience 2006 - 2007
Job Seeking New Opportunities
Industry Internet
Shannon Park's Rothstein Kass Experience June 2013 - June 2014
Job
Industry Accounting
Experience
KPMG US October 2014 - Present
KPMG US July 2014 - October 2014
Rothstein Kass June 2013 - June 2014
Tate & Tryon, CPAs & Consultants June 2012 - August 2012
Skills
Microsoft Excel, ProSystem fx Tax, Tax Preparation, Tax Accounting, Tax, Income Tax, Corporate Tax, CPA
Education
Lehigh University 2009 — 2013
Bachelor's Degree, Accounting
KPMG US October 2014 - Present
KPMG US July 2014 - October 2014
Rothstein Kass June 2013 - June 2014
Tate & Tryon, CPAs & Consultants June 2012 - August 2012
Skills
Microsoft Excel, ProSystem fx Tax, Tax Preparation, Tax Accounting, Tax, Income Tax, Corporate Tax, CPA
Education
Lehigh University 2009 — 2013
Bachelor's Degree, Accounting
Betsy Ranjan's Rothstein Kass Experience January 2011 - October 2012
Job Manager at KPMG
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass & Company November 2012 - June 2014
Rothstein Kass January 2011 - October 2012
Bederson & Company LLP June 2006 - January 2011
Gerald Brignola CPA PA June 1996 - June 2006
Skills
Tax Returns, Financial Reporting, Tax, Tax Preparation, Microsoft Excel, Microsoft Word, Microsoft Office, ProSystem fx Tax, GoSystems, Efiling, CRM, Elite, Account Reconciliation, QuickBooks, Accounting
Education
Enoptions Inc 2011 — 2011
Business Analysis
Rockland Community College 2010 — 2010
certificate, Medical Coding
Felician College 1999 — 2003
Bachelors, Computer Science
Felician College 1999 — 2003
BS, Computer Science
KPMG US July 2014 - Present
Rothstein Kass & Company November 2012 - June 2014
Rothstein Kass January 2011 - October 2012
Bederson & Company LLP June 2006 - January 2011
Gerald Brignola CPA PA June 1996 - June 2006
Skills
Tax Returns, Financial Reporting, Tax, Tax Preparation, Microsoft Excel, Microsoft Word, Microsoft Office, ProSystem fx Tax, GoSystems, Efiling, CRM, Elite, Account Reconciliation, QuickBooks, Accounting
Education
Enoptions Inc 2011 — 2011
Business Analysis
Rockland Community College 2010 — 2010
certificate, Medical Coding
Felician College 1999 — 2003
Bachelors, Computer Science
Felician College 1999 — 2003
BS, Computer Science
Steven Guerra, MBA's Rothstein Kass Experience March 2003 - March 2004
Job Supervisor, IT Operations at Simpson Thacher
Industry Information Technology and Services
Experience
Simpson Thacher & Bartlett LLP January 2015 - Present
Simpson Thacher & Bartlett LLP March 2006 - December 2014
Simpson Thacher & Bartlett LLP March 2004 - March 2006
Rothstein Kass March 2003 - March 2004
Rothstein Kass March 2002 - March 2004
Skills
IT Strategy, Information Security, Canon/NT-Ware Uniflow..., Screen Connect, Business Analysis, Mobile Devices, Citrix, Microsoft Office, Project Management, Research, Windows Server, WiFi, Local Area Network, TCP/IP, Windows 7, Cloud Computing, Security, Analysis, OS X, Team Leadership, Coaching & Mentoring, Data Analysis, iOS, Network Security, Strategy, Vendor Management, IT Operations, Leadership, Management, Strategic Planning, Microsoft Excel, Troubleshooting, Disaster Recovery
Education
Hofstra University 2011 — 2013
Master of Business Administration (M.B.A.), Strategic Business Management, Management & Entrepreneurship
Hofstra University 1997 — 2001
Bachelor of Business Administration (BBA), Management Information Systems, General
Simpson Thacher & Bartlett LLP January 2015 - Present
Simpson Thacher & Bartlett LLP March 2006 - December 2014
Simpson Thacher & Bartlett LLP March 2004 - March 2006
Rothstein Kass March 2003 - March 2004
Rothstein Kass March 2002 - March 2004
Skills
IT Strategy, Information Security, Canon/NT-Ware Uniflow..., Screen Connect, Business Analysis, Mobile Devices, Citrix, Microsoft Office, Project Management, Research, Windows Server, WiFi, Local Area Network, TCP/IP, Windows 7, Cloud Computing, Security, Analysis, OS X, Team Leadership, Coaching & Mentoring, Data Analysis, iOS, Network Security, Strategy, Vendor Management, IT Operations, Leadership, Management, Strategic Planning, Microsoft Excel, Troubleshooting, Disaster Recovery
Education
Hofstra University 2011 — 2013
Master of Business Administration (M.B.A.), Strategic Business Management, Management & Entrepreneurship
Hofstra University 1997 — 2001
Bachelor of Business Administration (BBA), Management Information Systems, General
Joshua Grimm, CPA's Rothstein Kass Experience July 2011 - July 2014
Job Audit Manager Alternative Investments at KPMG US
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass July 2011 - July 2014
Rothstein Kass January 2011 - April 2011
Target 2008 - 2010
Skills
Hedge Funds, Venture Capital, Private Equity, Auditing, Management, Financial Services, GAAP, Fund Of Funds, US GAAP, Financial Analysis, Financial Reporting, Financial Accounting, SEC filings, SEC Filings, Accounting, CPA
Education
Golden Gate University 2010 — 2011
Master’s Degree, Accounting, Highest Honors
Pepperdine University 2005 — 2009
Bachelor’s Degree, Business Administration, Summa Cum Laude
High School
KPMG US July 2014 - Present
Rothstein Kass July 2011 - July 2014
Rothstein Kass January 2011 - April 2011
Target 2008 - 2010
Skills
Hedge Funds, Venture Capital, Private Equity, Auditing, Management, Financial Services, GAAP, Fund Of Funds, US GAAP, Financial Analysis, Financial Reporting, Financial Accounting, SEC filings, SEC Filings, Accounting, CPA
Education
Golden Gate University 2010 — 2011
Master’s Degree, Accounting, Highest Honors
Pepperdine University 2005 — 2009
Bachelor’s Degree, Business Administration, Summa Cum Laude
High School
Mark Deters, CPA's Rothstein Kass Experience January 2008 - May 2014
Job WithumSmith+Brown
Industry Accounting
Experience
WithumSmith+Brown September 2014 - Present
Sharpe, Kawam, Carmosino & Co., LLC May 2014 - September 2014
Rothstein Kass January 2008 - May 2014
Skills
GAAP, Accounting, Auditing, Financial Reporting, SEC filings, CPA, Consolidation, External Audit, Financial Accounting, Financial Statements, Internal Controls, Mergers & Acquisitions, Revenue Recognition, US GAAP
Education
Fairleigh Dickinson University 2005 — 2007
Master of Science (M.S.), Accounting
Lycoming College 1995 — 1999
Bachelor of Arts (B.A.), Business Administration and Management, General
WithumSmith+Brown September 2014 - Present
Sharpe, Kawam, Carmosino & Co., LLC May 2014 - September 2014
Rothstein Kass January 2008 - May 2014
Skills
GAAP, Accounting, Auditing, Financial Reporting, SEC filings, CPA, Consolidation, External Audit, Financial Accounting, Financial Statements, Internal Controls, Mergers & Acquisitions, Revenue Recognition, US GAAP
Education
Fairleigh Dickinson University 2005 — 2007
Master of Science (M.S.), Accounting
Lycoming College 1995 — 1999
Bachelor of Arts (B.A.), Business Administration and Management, General
Robert Fortunato's Rothstein Kass Experience 1986 - 1998
Job Member/Owner at Fortunato & Pirrello, LLC
Industry Accounting
Experience
Fortunato & Pirrello, LLC January 2011 - Present
Fortunato & Alampi, LLC January 1988 - December 2010
Rothstein Kass 1986 - 1998
Education
Fairleigh Dickinson University 1983 — 1985
M.B.A., Taxation
Montclair State University 1977 — 1982
B.S., Accounting
Seton Hall University School of Law
Fortunato & Pirrello, LLC January 2011 - Present
Fortunato & Alampi, LLC January 1988 - December 2010
Rothstein Kass 1986 - 1998
Education
Fairleigh Dickinson University 1983 — 1985
M.B.A., Taxation
Montclair State University 1977 — 1982
B.S., Accounting
Seton Hall University School of Law
Joy Gross's Rothstein Kass Experience March 2012 - Present
Job Manager Learning and Development at KPMG
Industry Accounting
Experience
KPMG July 2014 - Present
Rothstein Kass March 2012 - Present
Cerebral Palsy of North Jersey (CPNJ) September 2003 - March 2012
New York Mercantile Exchange December 1989 - June 2001
Skills
Strategic Planning, Organizational..., Training, Management Consulting, Succession Planning, Employee Engagement, Employee Relations, Onboarding, Talent Management, Change Management, Performance Management, Talent Acquisition, Organizational, Cross-functional Team..., Per, Succ, Development & delivery..., Project Management, Team Management, Vendor Management, Leadership Development
Education
Kean University
Bachelor's Degree, English - Speech and Media
Montclair State University
Master's Degree, Training & Develoment
KPMG July 2014 - Present
Rothstein Kass March 2012 - Present
Cerebral Palsy of North Jersey (CPNJ) September 2003 - March 2012
New York Mercantile Exchange December 1989 - June 2001
Skills
Strategic Planning, Organizational..., Training, Management Consulting, Succession Planning, Employee Engagement, Employee Relations, Onboarding, Talent Management, Change Management, Performance Management, Talent Acquisition, Organizational, Cross-functional Team..., Per, Succ, Development & delivery..., Project Management, Team Management, Vendor Management, Leadership Development
Education
Kean University
Bachelor's Degree, English - Speech and Media
Montclair State University
Master's Degree, Training & Develoment
Erik Otterbein's Rothstein Kass Experience June 2007 - February 2013
Job CPA
Industry Financial Services
Experience
The Hampshire Companies April 2014 - Present
SS&C GlobeOp March 2013 - March 2014
Rothstein Kass June 2007 - February 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Budgets, Public Speaking, C++, C, Editing, Strategic Planning, Negotiation, Java, Accounting, CPA, Financial Reporting, Private Equity, Financial Modeling
Education
Fordham University 2000 — 2004
BS, Business/Accounting
The Hampshire Companies April 2014 - Present
SS&C GlobeOp March 2013 - March 2014
Rothstein Kass June 2007 - February 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Budgets, Public Speaking, C++, C, Editing, Strategic Planning, Negotiation, Java, Accounting, CPA, Financial Reporting, Private Equity, Financial Modeling
Education
Fordham University 2000 — 2004
BS, Business/Accounting
Travis Villarreal's Rothstein Kass Experience November 2011 - June 2014
Job Analyst at SandsPoint Capital Advisors LLC
Industry Accounting
Experience
Santander Consumer USA Inc. September 2015 - Present
SandsPoint Capital Advisors LLC November 2014 - September 2015
KPMG US July 2014 - November 2014
Rothstein Kass November 2011 - June 2014
Education
Texas Christian University 2010 — 2011
Master's of Accounting (MAC), Accounting
Faulkner University 2006 — 2010
Bachelor of Arts (B.A.), Accounting
Santander Consumer USA Inc. September 2015 - Present
SandsPoint Capital Advisors LLC November 2014 - September 2015
KPMG US July 2014 - November 2014
Rothstein Kass November 2011 - June 2014
Education
Texas Christian University 2010 — 2011
Master's of Accounting (MAC), Accounting
Faulkner University 2006 — 2010
Bachelor of Arts (B.A.), Accounting
Bridget Castoria's Rothstein Kass Experience October 1998 - April 2004
Job CFO at CommonWealth Opportunity Capital
Industry Financial Services
Experience
CommonWealth Opportunity Capital May 2013 - Present
Cypress Capital Management LP February 2012 - April 2013
Spring Point Capital, LLC April 2004 - December 2011
Rothstein Kass October 1998 - April 2004
Skills
Hedge Funds, Valuation, Equities, Investments, Alternative Investments, Due Diligence
Education
Idaho State University 1994 — 1998
Bachelor of Science (B.S.), Accounting
Tawa College 1989 — 1993
CommonWealth Opportunity Capital May 2013 - Present
Cypress Capital Management LP February 2012 - April 2013
Spring Point Capital, LLC April 2004 - December 2011
Rothstein Kass October 1998 - April 2004
Skills
Hedge Funds, Valuation, Equities, Investments, Alternative Investments, Due Diligence
Education
Idaho State University 1994 — 1998
Bachelor of Science (B.S.), Accounting
Tawa College 1989 — 1993
Michael Alescio's Rothstein Kass Experience July 1991 - April 1996
Job Senior Tax Manager at KPMG US
Industry Financial Services
Experience
KPMG US June 2015 - Present
Cantor Fitzgerald May 2013 - May 2015
Levin Capital Strategies January 2006 - May 2013
Lazard April 1996 - December 2005
Rothstein Kass July 1991 - April 1996
Skills
Tax Accounting, Tax Research, Tax, Corporate Tax, Partnership Taxation, SEC filings, Income Tax, Tax Preparation, US GAAP, GAAP, Financial Statements, Financial Accounting, Sarbanes-Oxley Act, IFRS, Financial Reporting, Internal Controls, Accounts Receivable, Due Diligence, Auditing, Accounting, CPA, FIN 48, Tax Advisory, Tax Returns, US Tax, Tax Law, Mergers, SEC Filings
Education
Fairleigh Dickinson University 1992 — 1995
Master of Science (M.S.), Taxation
Rider University 1980 — 1984
Bachelor of Science, Accounting
KPMG US June 2015 - Present
Cantor Fitzgerald May 2013 - May 2015
Levin Capital Strategies January 2006 - May 2013
Lazard April 1996 - December 2005
Rothstein Kass July 1991 - April 1996
Skills
Tax Accounting, Tax Research, Tax, Corporate Tax, Partnership Taxation, SEC filings, Income Tax, Tax Preparation, US GAAP, GAAP, Financial Statements, Financial Accounting, Sarbanes-Oxley Act, IFRS, Financial Reporting, Internal Controls, Accounts Receivable, Due Diligence, Auditing, Accounting, CPA, FIN 48, Tax Advisory, Tax Returns, US Tax, Tax Law, Mergers, SEC Filings
Education
Fairleigh Dickinson University 1992 — 1995
Master of Science (M.S.), Taxation
Rider University 1980 — 1984
Bachelor of Science, Accounting
Elizabeth (McDermott) Kuhfuss's Rothstein Kass Experience August 2003 - December 2004
Job Senior Management Company Accountant
Industry Financial Services
Experience
American Securities July 2014 - Present
Legg Mason June 2013 - March 2014
UBP Asset Management 2005 - 2012
BISYS Fund Services August 2003 - October 2005
Rothstein Kass August 2003 - December 2004
Skills
Financial Reporting, Fund Accounting, Financial Accounting, Fund Of Funds, Bloomberg, Private Equity, Fund Administration, Microsoft Excel, Asset Allocation, Financial Statements
Education
Lehigh University - College of Business and Economics 1999 — 2003
Bachelor of Science (B.S.), Accounting
American Securities July 2014 - Present
Legg Mason June 2013 - March 2014
UBP Asset Management 2005 - 2012
BISYS Fund Services August 2003 - October 2005
Rothstein Kass August 2003 - December 2004
Skills
Financial Reporting, Fund Accounting, Financial Accounting, Fund Of Funds, Bloomberg, Private Equity, Fund Administration, Microsoft Excel, Asset Allocation, Financial Statements
Education
Lehigh University - College of Business and Economics 1999 — 2003
Bachelor of Science (B.S.), Accounting
Daniel Ricciardi's Rothstein Kass Experience October 2010 - September 2013
Job Private Equity & Real Estate Associate at Kemnay Advisory Services
Industry Financial Services
Experience
Kemnay Advisory Services September 2013 - Present
Rothstein Kass October 2010 - September 2013
Education
Lehigh University 2006 — 2010
Bachelor of Science (BS), Accounting
Kemnay Advisory Services September 2013 - Present
Rothstein Kass October 2010 - September 2013
Education
Lehigh University 2006 — 2010
Bachelor of Science (BS), Accounting