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
Katy Reed, CPA Katy Reed, CPA Dallas/Fort Worth Area Details
Katy Reed, CPA's Rothstein Kass Experience November 2011 - May 2014
Job Financial Services Associate at Rothstein Kass
Industry Financial Services
Experience
Rothstein Kass   November 2011 - May 2014
Venable Royalty, Ltd.   September 2009 - June 2011
Rothstein Kass   January 2011 - May 2011

Skills
Passed CPA Exam..., Microsoft Excel, Microsoft Office, Auditing, Hedge Funds, Alternative Investments, Fund Of Funds, Fund Accounting, Finance, Accounting, Financial Reporting, Financial Analysis, Financial Accounting, US GAAP, GAAP, Internal Controls

Education
Southern Methodist University - Cox School of Business   2009 — 2011
Bachelors of Business Administration, Accounting

Monterey Peninsula College   2007 — 2009
Associates of Arts, General Studies

Timothy J Lozott Timothy J Lozott Las Vegas, Nevada Area Details
Timothy J Lozott's Rothstein Kass Experience March 2007 - June 2008
Job Assistant Controller at American Homes 4 Rent
Industry Real Estate
Experience
American Homes 4 Rent  April 2014 - Present
Brokers Alliance, Partners Advantage, World Financial Group (WFG)   August 2013 - Present
Army National Guard  December 2010 - Present
CityView  October 2011 - July 2013
IMT Residential  2010 - 2011
American Realty Advisors  July 2008 - December 2009
Rothstein Kass   March 2007 - June 2008
O&S Holdings  March 2006 - March 2007
Arden Realty, Inc.   April 2000 - March 2006
United States Marine Corps  September 1989 - January 1998

Skills
Financial Reporting, Budgeting, Financial Analysis, Accounting, GAAP, Budgets, Cash Flow, Internal Controls, Real Estate, Finance, Sarbanes-Oxley Act, Analysis, Financial Statements, Management

Education
Northwestern California University School of Law   2009 — 2010
Juris Doctor, Law

West Coast School of Law   2005 — 2007
Bachelor of Science in Law, Law

National University   1996 — 1999
Bachelor, of Business Administration & Accounting

LD Sergi Trager LD Sergi Trager Los Angeles, California Details
LD Sergi Trager's Rothstein Kass Experience November 2012 - May 2014
Job Tax Principal at Deloitte Tax LLP
Industry Accounting
Experience
Deloitte  August 2014 - Present
Rothstein Kass   November 2012 - May 2014
WTAS  February 2011 - November 2012
Proskauer Rose LLP  2007 - 2010
O'Melveny & Myers LLP   2003 - 2008
Arthur Andersen  1995 - 1997

Skills
Tax Law, Tax Advisory, Tax, Tax Research, Venture Capital, Corporate Tax, Due Diligence, Estate Tax Planning, International Tax, Private Equity, Financial Planners, Mergers, Partnership Taxation, SEC filings, Trusts

Education
UCLA School of Law   1998 — 2001
J.D., Busness Tax

Oberlin College
Bachelor of Arts (B.A.), Economics

James A. Raymond Jr., CPA James A. Raymond Jr., CPA Greater New York City Area Details
James A. Raymond Jr., CPA's Rothstein Kass Experience August 2006 - May 2013
Job Manager at Marks Paneth LLP
Industry Accounting
Experience
Marks Paneth LLP  November 2014 - Present
Dorfman Abrams Music, LLC  June 2013 - November 2014
Rothstein Kass   August 2006 - May 2013
Mironov, Sloan & Parziale, LLC   August 2003 - August 2006

Skills
Tax, Income Tax, Partnership Taxation, Tax Returns, GAAP, Financial Statements, Financial Reporting, Financial Accounting, Auditing, Accounting, Not for Profit, CPA, US GAAP, Internal Controls, SEC filings, Financial Analysis, High Net Worth..., Tax Preparation, Tax Research, External Audit, Assurance, Sarbanes-Oxley Act, QuickBooks, General Ledger, SEC Filings

Education
Moravian College   1998 — 2002
Bachelor's degree, Accounting

Gary Arrick Gary Arrick Greater New York City Area Details
Gary Arrick's Rothstein Kass Experience September 2009 - March 2013
Job Chief Financial Officer at National Basketball Players Association (NBPA)
Industry Accounting
Experience
National Basketball Players Association (NBPA)   March 2015 - Present
GMA Forensics LLC   April 2013 - Present
Kroll  December 2013 - March 2015
Rothstein Kass   September 2009 - March 2013
Huron Consulting Group  2003 - July 2009
BDO  2000 - 2003
PricewaterhouseCoopers  1988 - 2000

Skills
Forensic Accounting, Fraud, Litigation Support, Financial Reconstruction, Forensic Due Diligence, Certified Fraud Examiner, Auditing, Internal Investigations, Internal Controls, Regulatory Compliance, Computer Forensics, Forensic Analysis, Due Diligence, Financial Reporting, Investigation, Private Investigations, Litigation Consulting, Accounting, CPA, Banking, Mergers & Acquisitions, FCPA, Finance, Damages Quantification, Private Equity, Expert Witness, Situational Triage, Audit, Alternative Investments, Alternative Dispute..., Tax Investigations, Corporate Branding, Business Strategy, Content Development

Education
Pace University - Lubin School of Business   1986 — 1988
MBA, Public Accounting

School of Visual Arts
BFA

Athina Kritharis Athina Kritharis Greater New York City Area Details
Athina Kritharis's Rothstein Kass Experience January 2014 - April 2014
Job Auditor at KPMG US
Industry Accounting
Experience
KPMG US  January 2015 - Present
Rothstein Kass   January 2014 - April 2014
Rothstein Kass   January 2013 - April 2013
Rothstein Kass   January 2012 - August 2012

Skills
Microsoft Word, Hedge Funds, Financial Analysis, Microsoft Excel, PowerPoint, GoSystems, Management, Microsoft Office, Sarbanes-Oxley Act

Education
The London School of Economics and Political Science (LSE)   2014 — 2014
Summer School Session, Finance, General

Northeastern University   2010 — 2014
Bachelor of Science (BS), Accounting and Finance

Kelly Lauer Kelly Lauer Allentown, Pennsylvania Area Details
Kelly Lauer's Rothstein Kass Experience December 2003 - June 2014
Job Senior Manager at KPMG US
Industry Accounting
Experience
KPMG US  July 2014 - Present
Rothstein Kass   December 2003 - June 2014
Lucent Technologies  December 1998 - December 2001

Skills
US GAAP, Financial Reporting, GAAP, Auditing, Financial Accounting, CPA, External Audit, Financial Statements, Tax, Internal Controls, Tax Accounting, Sarbanes-Oxley Act, Assurance, Big 4, Hedge Funds

Education
Muhlenberg College   1998 — 2003
Accounting and Busness Administration, Accounting and Finance, 3.682

Lehighton High School   1983 — 1986

Eric Horodyski Eric Horodyski Greater New York City Area Details
Eric Horodyski's Rothstein Kass Experience May 2011 - July 2014
Job Senior FrontEnd Developer at IEEE
Industry Computer Software
Experience
IEEE  February 2015 - Present
KPMG US  July 2014 - Present
Rothstein Kass   May 2011 - July 2014
Montclair State University  February 2010 - May 2011
Romulus Design   June 2008 - June 2009

Skills
JavaScript, SharePoint, Software Development, HTML 5, User Experience, Agile Methodologies, Microsoft Dynamics, C#, Java, Advanced CSS, .NET, Graphic Design, Silverlight, LESS/SASS, jQuery, MVC, MVVM, MVP, PHP, Microsoft SQL Server, OData, Web Services, Web Design, Web Development, WCF Services, MySQL, AJAX, CSS, Databases, Apache, LINQ, WCF, TFS, HTML5

Education
Montclair State University   2006 — 2010
Computer Science, Bachelor of Science, Personal Computing

Gebran Mansour Gebran Mansour Boston, Massachusetts Details
Gebran Mansour's Rothstein Kass Experience January 2013 - April 2014
Job KPMG US
Industry Accounting
Experience
KPMG US  January 2015 - Present
Rothstein Kass   January 2013 - April 2014
New England Baptist Hospital  January 2012 - December 2012
Northeastern University Latino/a Student Cultural Center   September 2010 - November 2012

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Public Speaking, Spanish, Event Planning, Social Media, Access, Project Planning, Accounting, Data Analysis, Teamwork

Education
Northeastern University   2010 — 2014
Bachelor of Science Degree, Business Administration: Accounting and Marketing

Eugene Chew, CPA, CGMA, CA Eugene Chew, CPA, CGMA, CA San Francisco Bay Area Details
Eugene Chew, CPA, CGMA, CA's Rothstein Kass Experience October 2007 - August 2011
Job
Industry Accounting
Experience
Cypress Financial Corporation  February 2012 - January 2015
Grant Thornton LLP  August 2011 - January 2012
Rothstein Kass   October 2007 - August 2011
KPMG  September 2004 - March 2007
KPMG Singapore  August 2000 - August 2004

Skills
GAAP, Accounting, Private Equity, Hedge Funds, Financial Services, Banking, Mortgage Lending, Fund Of Funds, Tax, Aircraft Leasing, Leasing, Risk Management, SEC filings, SEC Filings, Auditing, Internal Controls, US GAAP, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act

Education
Nanyang Technological University   1997 — 2000
Bachelor

Stewart Linder, CPA, CGMA Stewart Linder, CPA, CGMA Greater New York City Area Details
Stewart Linder, CPA, CGMA's Rothstein Kass Experience 1982 - 1984
Job Controller at AxiomSL
Industry Computer Software
Experience
AxiomSL  April 2013 - Present
Neighbors-helping-Neighbors USA, Inc.   February 2012 - March 2013
XL Marketing Corporation   July 2010 - September 2011
Horizon Media, Inc  1996 - 2009
Carrier Travel, Inc.   1994 - 1996
Perry H. Koplik & Sons   1987 - 1994
M.S. Ackerman & Co.   1984 - 1987
Rothstein Kass   1982 - 1984

Skills
Accounting System, Leadership, Financial Reporting, Team Leadership, Working Capital..., Cost control and..., Financial Policies &..., HR Policies, Financial Analysis, Involvement and..., Management, Accounting, Finance, Forecasting, Budgets

Education
Montclair State University   1978 — 1982
BS – Business Administration, Accounting

Westfield High School   1975 — 1978

Kelly Fantasia Kelly Fantasia Greater New York City Area Details
Kelly Fantasia's Rothstein Kass Experience 2000 - 2005
Job HR Director at Untracht Early LLC
Industry Accounting
Experience
Untracht Early LLC  October 2013 - Present
Grant Thornton, LLP  November 2005 - October 2013
Rothstein Kass/Bisys   2000 - 2005
Rothstein Kass & Company, P.C.   2000 - 2005
Rothstein Kass   2000 - 2005

Skills
Onboarding, Human Resources, Talent Acquisition, Employee Relations, Employee Benefits, Talent Management, Succession Planning, College Recruiting, Benefits Administration, HRIS, Organizational Design, Workforce Planning, Performance Management, PeopleSoft, New Hire Orientations, Payroll, Applicant Tracking..., HR Policies, Deferred Compensation, Employee Engagement, Recruiting, Taleo, Compensation & Benefit, Personnel Management, Employer Branding, ADP Payroll, Internet Recruiting, Benefits Negotiation, Interviews, HR Consulting, Executive Search

Education
Monmouth University   1993 — 1997
Bachelors, Management/Marketing

Monmouth University   1993 — 1997
Management/Marketing

Brian Puglisi Brian Puglisi Cresskill, New Jersey Details
Brian Puglisi's Rothstein Kass Experience January 2011 - 2011
Job MBA Graduate
Industry Accounting
Experience
Credit Suisse  April 2015 - Present
High Touch Construction, Inc   October 2013 - October 2014
Tenakill Swim Club & Cresskill Municipal Pool   2007 - 2013
Rothstein Kass   January 2011 - 2011

Skills
PowerPoint, Microsoft Excel, Microsoft Word, Financial Analysis, Microsoft Office, Teamwork

Education
Manhattan College   2013 — 2014
Master of Business Administration (MBA)

Manhattan College   2009 — 2013
B.S. in Accounting, Accounting and Business/Management

Bergen Catholic High School   2005 — 2009
Academic Honors

Marianne (Bibbo) Weber Marianne (Bibbo) Weber Livingston, New Jersey Details
Marianne (Bibbo) Weber's Rothstein Kass Experience March 2012 - March 2014
Job Inspections Specialist at PCAOB
Industry Accounting
Experience
PCAOB  April 2014 - Present
Rothstein Kass   March 2012 - March 2014
Rothstein Kass   October 2001 - March 2012

Skills
Tax, Financial Reporting, Financial Accounting, Tax Preparation, QuickBooks, Tax Research, Partnership Taxation, Tax Accounting, US GAAP, SEC filings

Education
Montclair State University   2001 — 2005
Master of Business Administration (MBA), Accounting

Montclair State University   1997 — 2001
Bachelor's degree, Accounting

Ken Bordieri Ken Bordieri Greater New York City Area Details
Ken Bordieri's Rothstein Kass Experience January 2011 - December 2011
Job Investment Sales Commercial Real Estate
Industry Real Estate
Experience
Sabre Real Estate Group  December 2014 - Present
Grassi & Co.   January 2012 - November 2013
Rothstein Kass   January 2011 - December 2011
Biscotti, Toback & Company, CPA's PC   June 2009 - January 2011
Berdon LLP  February 2006 - April 2009
Schoenfeld Mendelsohn Goldfarb, LLP   January 2005 - January 2006

Skills
Corporate Tax, Tax, Tax Accounting, Tax Research, Accounting, Income Tax, International Tax, Partnership Taxation, Tax Preparation, Financial Reporting, Financial Services

Education
Saint John's University   2002 — 2004
BS, Accounting

Nassau Community College   1996 — 2001
Associates of Science, Business

Daniel Art Daniel Art Santa Monica, California Details
Daniel Art's Rothstein Kass Experience June 2011 - June 2014
Job Manager at Lionsgate
Industry Entertainment
Experience
Lionsgate  September 2015 - Present
Lionsgate  June 2014 - September 2015
Rothstein Kass   June 2011 - June 2014
Rothstein Kass   January 2010 - April 2010
Liberty Mutual Insurance  June 2008 - December 2008

Skills
Tax, GAAP, Account Reconciliation, Internal Controls, Sarbanes-Oxley, Financial Reporting, Financial Services, Financial Modeling, Microsoft Excel, Valuation, Access, Outlook, Microsoft Word, PowerPoint, Microsoft Office, CPA, Hedge Funds, Accounting, Financial Accounting, Auditing

Education
University of California, Los Angeles   2013 — 2014
Arts, Entertainment, and Media Management

Northeastern University   2006 — 2011
BSBA, Finance, Accounting

Fairfield College Preparatory   2002 — 2006
High School Diploma, General Studies

Brian Kaplan Brian Kaplan Greater New York City Area Details
Brian Kaplan's Rothstein Kass Experience 1994 - 1996
Job Assistant Vice President at State Street
Industry Financial Services
Experience
State Street Alternative Investment Solutions  February 2014 - Present
State Street Alternative Investment Solutions  November 2012 - February 2014
GlobeOp Financial Services  January 2006 - July 2012
GlobeOp Financial Services  November 2003 - December 2005
American Express  January 2002 - November 2003
Merrill Lynch  2000 - 2001
Princeton Financial Systems  1997 - 2000
Rothstein Kass   1994 - 1996
Merrill Lynch  1991 - 1994

Skills
Hedge Funds, Financial Reporting, Fund Administration, Fund Accounting, Alternative Investments, Fund Of Funds, Derivatives, Equities, Fixed Income, Swaps, FX Options, Mutual Funds, Private Equity, Accounting, CDS, Asset Managment, Asset Management, Auditing, US GAAP, Finance, Financial Statements, Middle Office

Education
Montclair State University   1986 — 1990
BS, Accounting

Justin Feldman Justin Feldman New York, New York Details
Justin Feldman's Rothstein Kass Experience November 2009 - January 2013
Job AVP/Operational Due Diligence Analyst at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein  February 2013 - Present
Rothstein Kass   November 2009 - January 2013
Madison Square Garden  June 2008 - August 2008

Skills
Accounting, Due Diligence

Education
Lehigh University - College of Business and Economics   2005 — 2009
B.S., Accounting

Carissa Polanco Carissa Polanco Greater New York City Area Details
Carissa Polanco's Rothstein Kass Experience July 2013 - July 2014
Job Sr. Associate HRIS at KPMG
Industry Accounting
Experience
KPMG  July 2014 - Present
Rothstein Kass   July 2013 - July 2014
BlackRock Financial Management  April 2010 - July 2013
BlackRock  March 2006 - August 2010
AICPA  January 2000 - March 2006

Skills
HRIS, Talent Management, Human Resources, Training, Onboarding, Talent Acquisition, Employee Training, Recruiting, Employee Benefits, Integration, Project Management, Management, Project Planning, Vendor Management, Mergers & Acquisitions, Halogen

Education
New Jersey City University   1999 — 2006
B.S., Computer Science

St. Peter's College   1997 — 1998
Bachelor of Science (B.S.), Computer Science

Michael Cimilluca Michael Cimilluca Greater New York City Area Details
Michael Cimilluca's Rothstein Kass Experience December 2004 - August 2005
Job IFS NAV Manager
Industry Financial Services
Experience
State Street  August 2014 - Present
Citi Hedge Fund Services Inc   January 2011 - August 2014
Citi Hedge Fund Services Inc   January 2010 - December 2010
BISYS-RK Alternative Investment Services Inc   January 2007 - December 2009
BISYS-RK Alternative Investment Services Inc   August 2005 - December 2006
Rothstein Kass   December 2004 - August 2005

Skills
Hedge Funds, Fund Accounting, Middle Office, Portfolio Management, Fixed Income, Alternative Investments, Financial Statements, Fund Of Funds, Equities, Finance, Securities, Excel, Writing, Organization, Timely Decision Making, Driving Results, Technology, Allocations, SSAE 16, Management, Access, Back Office, Outlook, Word, PowerPoint, Internet Explorer, Chrome, Managing Processes

Education
Pace University   2000 — 2004
BBA, Finance

Madeleine Brooks Madeleine Brooks Greater New York City Area Details
Madeleine Brooks's Rothstein Kass Experience June 2009 - August 2009
Job Senior Associate at EY
Industry Accounting
Experience
EY  October 2013 - Present
Ernst & Young  July 2011 - October 2013
Berkman, Henoch, Peterson & Peddy, P.C.   October 2010 - July 2011
Ernst & Young  June 2010 - August 2010
Rothstein Kass   June 2009 - August 2009
WeiserMazars LLP  June 2008 - August 2008

Skills
GoSystems, Microsoft Excel, Tax Preparation, Tax Returns, Partnership Taxation, Tax Accounting, Big Four, CPA, Auditing

Education
Long Island University, C.W. Post Campus   2010 — 2010
Master of Science (M.S.), Accountancy, 3.834

Syracuse University   2006 — 2009
Bachelor of Science (B.S.), Accounting/CPA, 3.29

Allison Pengue Allison Pengue Greater New York City Area Details
Allison Pengue's Rothstein Kass Experience October 2011 - October 2013
Job Associate at FLSV Fund Administration LLC
Industry Accounting
Experience
FLSV Fund Administration LLC   November 2013 - Present
Rothstein Kass   October 2011 - October 2013
Rothstein Kass   November 2009 - October 2011
Grill and Partners   May 2008 - August 2008
Russell Reynolds Associates  July 2007 - August 2007

Skills
GAAP, Financial Reporting, Financial Statements, Broker-Dealer, Accounting, US GAAP

Education
Muhlenberg College   2005 — 2009
Accounting

Beata Olszewski Beata Olszewski Braintree, Massachusetts Details
Beata Olszewski's Rothstein Kass Experience January 2014 - June 2014
Job Financial Services Auditing Intern at KPMG
Industry Financial Services
Experience
Advanta Real Estate   August 2012 - Present
KPMG US  January 2015 - May 2015
Rothstein Kass   January 2014 - June 2014
Northeastern University Graduate School of Business Administration   September 2013 - December 2013

Skills
Microsoft Excel, PowerPoint, Teamwork, Real Estate, Microsoft Office, Outlook, Accounting, Customer Service, Time Management, Auditing, Administration, Analysis

Education
Northeastern University   2012 — 2015
Bachelor's Degree, Accounting and Finance, 3.86

The London School of Economics and Political Science (LSE)

Jeffrey Stomski Jeffrey Stomski Greater New York City Area Details
Jeffrey Stomski's Rothstein Kass Experience July 2003 - June 2014
Job Chief Financial Officer at Blue Helm Capital Management LP
Industry Financial Services
Experience
Blue Helm Capital Management LP   August 2015 - Present
Spring Mountain Capital, LP  November 2014 - July 2015
KPMG US (Rothstein Kass)   July 2014 - November 2014
Rothstein Kass   July 2003 - June 2014

Skills
Private Equity, Hedge Funds, Valuation, Fund Of Funds, Alternative Investments, Auditing, Tax, CPA, Fund Accounting, US GAAP, GAAP, Financial Reporting, Equities, Securities, Investments, Fixed Income, Financial Services, Financial Modeling, Accounting, Business Valuation, Internal Controls, Financial Statements, Fund Administration, Financial Accounting, Asset Management, Partnership Taxation, Financial Analysis, External Audit, Derivatives, Forensic Accounting, Corporate Finance, Tax Accounting, Bloomberg, Financial Statement..., Financial Audits, IFRS, Tax Research, Hedge Accounting, Corporate Tax, Mergers & Acquisitions, International Tax, Strategic Financial..., Finance, Sarbanes-Oxley Act, High Net Worth..., Investor Relations, Financial Structuring, Income Tax, FASB

Education
Muhlenberg College   1999 — 2003
Bachelor of Arts (BA), Accounting and Economics

Michael A. Provini, CPA Michael A. Provini, CPA Greater New York City Area Details
Michael A. Provini, CPA's Rothstein Kass Experience June 2004 - May 2009
Job Partner at O'Connor Davies, LLP
Industry Accounting
Experience
O'Connor Davies, LLP   July 2009 - Present
Rothstein Kass   June 2004 - May 2009
M.D. Oppenheim   1994 - 2004
Broza, Block & Rubino   1988 - 1993

Skills
Hedge Funds, Alternative Investments, Private Equity, Fund Of Funds, Derivatives, Audit, Financial Reporting, Options, Swaps, Securities, Fixed Income, Partnership Taxation, Equities, Valuation, Due Diligence, Accounting, SEC reporting, GAAP, Internal Controls, Auditing, Fund Administration, Compliance, Fund Accounting, Commodities, CPA, Financial Statements, SEC filings, External Audit, US GAAP, Financial Accounting, Internal Audit, Tax, Forensic Accounting, Tax Accounting, Corporate Tax, Commodity

Education
Monmouth University   1985 — 1988
Bachelors, Accounting Major Finance Minor

Hoby Park Hoby Park New York, New York Details
Hoby Park's Rothstein Kass Experience October 2012 - May 2013
Job Hedge Fund Accountant at UBS
Industry Accounting
Experience
UBS  July 2014 - Present
BTG Pactual  March 2014 - June 2014
TD Ameritrade  June 2013 - February 2014
Rothstein Kass   October 2012 - May 2013
Flash Global Logistics Inc.  December 2011 - October 2012
Core Technology Solutions  January 2011 - September 2011
National Securities Corporation  May 2010 - September 2010

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Access Database, PeopleSoft, Microsoft CRM, Financial Accounting, Tax Preparation, Corporate Tax, Tax Accounting, Tax Returns, State Tax, Auditing, GoSystems, CCH ProSystem fx, CCH, MFACT

Education
William Paterson University of New Jersey   2006 — 2010
B.S., Business Administration/Economics

William Paterson University, Christos M. Costsakos College of Business
Bachelor of Science

Metropolitan State University of Denver   2012 — 2013
Certificate of Accounting, Accounting

Cristina Kandesse Wang, CPA CFF MBA Cristina Kandesse Wang, CPA CFF MBA Greater New York City Area Details
Cristina Kandesse Wang, CPA CFF MBA's Rothstein Kass Experience November 2000 - September 2001
Job Director, Corporate Financial Controller at The Rohatyn Group
Industry Financial Services
Experience
The Rohatyn Group  September 2010 - Present
Chilton Investment Company  April 2008 - September 2010
Bear Stearns  March 2008 - April 2008
Deloitte  September 2001 - March 2008
Rothstein Kass   November 2000 - September 2001
Mitsui & Co., Ltd.   June 2000 - November 2000

Skills
Auditing, Strategic Financial..., Cash Flow, Financial Accounting, Financial Reporting, Internal Controls, Financial Analysis, Sarbanes-Oxley Act, Accounting, Financial Modeling, GAAP, US GAAP, Due Diligence, Financial Statements, Hedge Funds, SEC filings, Tax, Assurance, Internal Audit

Education
Pace University   1999 — 2002
MBA, International Business

Nyack College   1996 — 1999
Bachelor of Science, Accounting

Shumon Ahmed Shumon Ahmed Greater New York City Area Details
Shumon Ahmed's Rothstein Kass Experience June 2004 - February 2010
Job Founder at High Transparency Reporting, LLC
Industry Accounting
Experience
SS&C GlobeOp  February 2010 - February 2015
Rothstein Kass   June 2004 - February 2010

Skills
Financial Reporting, Financial Statements, US GAAP, Accounting, Auditing, GAAP, Leadership, Fund Accounting, Financial Accounting, Internal Controls, Tax, CPA, Consulting

Education
Montclair State University   1999 — 2004
Bachelor's Degree, Accounting, Overall GPA of 3.54

John F. Kennedy High School   1995 — 1999
High School, College Prepatory

John Ricciardi John Ricciardi Greater New York City Area Details
John Ricciardi's Rothstein Kass Experience October 2007 - September 2010
Job Controller at Snow Phipps Group, LLC
Industry Accounting
Experience
Snow Phipps Group, LLC   July 2014 - Present
Siguler Guff & Company  September 2010 - July 2014
Rothstein Kass   October 2007 - September 2010

Skills
Alternative Investments, Private Equity, Financial Reporting, Valuation, Operational Due..., Asset Management, Fund Of Funds, Fund Accounting, Hedge Funds, Auditing

Education
Lehigh University - College of Business and Economics   2003 — 2007
Bachelor of Science (B.S.), Accounting and Finance

Craig L. Kanzel, CPA Craig L. Kanzel, CPA Greater New York City Area Details
Craig L. Kanzel, CPA's Rothstein Kass Experience January 2011 - June 2014
Job Principal at Raiche Ende Malter & Co. LLP
Industry Accounting
Experience
Raich Ende Malter & Co. LLP   January 2015 - Present
KPMG US  July 2014 - January 2015
Rothstein Kass   January 2011 - June 2014
Hecht And Company, P.C.   February 2010 - January 2011
McGladrey & Pullen, LLP / RSM McGladrey, Inc.   October 2000 - June 2009

Skills
Auditing, CPA, Management, Accounting, GAAP, Assurance, Leadership, Training, Employee Benefits, SEC filings, US GAAP, Sarbanes-Oxley Act, US GAAS, Internal Controls, Financial Reporting, Financial Accounting, Financial Statements, Due Diligence, Revenue Recognition, Broker-Dealer, SEC Filings

Education
Pace University - Lubin School of Business   1986 — 1989
BBA, Accounting and Taxation

Dana LaCondre Nugent Dana LaCondre Nugent Greater New York City Area Details
Dana LaCondre Nugent's Rothstein Kass Experience 2008 - 2009
Job Senior Associate
Industry Accounting
Experience
Jeffrey A. Lovas & Co   January 2010 - Present
Rothstein Kass   2008 - 2009
Washington Academy  2006 - 2008
Hickory Industries   2003 - 2006

Skills
Auditing, Accounting, Financial Reporting, Internal Controls, Financial Accounting, Financial Analysis, Tax, External Audit, Assurance, GAAP, US GAAP, Sarbanes-Oxley Act, Bookkeeping, Payroll

Education
Montclair Kimberley Academy

Montclair State University
Bachelor's degree, Accounting

University of Maryland College Park

Vlad Dolinsky Vlad Dolinsky Greater New York City Area Details
Vlad Dolinsky's Rothstein Kass Experience November 2005 - April 2009
Job Hedge Fund Administration
Industry Financial Services
Experience
Citco Fund Administration   September 2009 - Present
Rothstein Kass   November 2005 - April 2009
McGladrey & Pullen  August 2004 - November 2005
HedgeFund.Net  March 2003 - July 2004
Alpha Investment Management  July 2000 - November 2002
Ernst & Young  October 1998 - July 2000

Skills
Derivatives, Financial Analysis, Options, Financial Modeling, Account Reconciliation, Financial Services, Hedge Funds, Fund Administration, Valuation, Capital Markets, Asset Management, Tax, Fund Of Funds, Securities, Mergers & Acquisitions, Fixed Income, Internal Controls, Accounting, Finance, Private Equity, Financial Statements, Auditing, Portfolio Management, Trading, Equities, Alternative Investments, Due Diligence, CDS, Investments

Education
Pace University - Lubin School of Business   1992 — 1995
BBA, Accounting

Shardul N. Vyas Shardul N. Vyas Greater New York City Area Details
Shardul N. Vyas'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
IMS Health  October 2007 - January 2012
IMS Health  June 2005 - September 2007

Skills
Revenue Recognition, Revenue Analysis, Financial Analysis, Financial Accounting, Financial Audits, Internal Controls, Internal Audit, SAP, Hyperion HFM, Essbase, Microsoft Office, Microsoft Excel, Microsoft Word, Accounts Receivable, Collections, Visio, Variance Analysis, Account Reconciliation

Education
Rutgers, The State University of New Jersey - Rutgers Business School
Master of Financial Accounting

Rutgers, The State University of New Jersey - Rutgers Business School
Bachelor of Science Accounting and Finance

Middlesex County College
Associate in Computer Science

Bombay University
Bachelor of Commerce (B.Com.)

Brian Kelleher Brian Kelleher Greater New York City Area Details
Brian Kelleher's Rothstein Kass Experience October 2006 - July 2014
Job Tax Partner at KPMG
Industry Accounting
Experience
KPMG US  July 2014 - Present
Rothstein Kass   October 2006 - July 2014
RSM McGladrey  December 1995 - September 2006

Skills
CPA, Tax Advisory, Tax Accounting, Tax Research, Partnership Taxation, Financial Planners, Tax, GAAP

Education
Pace University   2001 — 2003
Master of Science, Taxation

University of Maryland College Park   1985 — 1989
Bachelor of Science, Accounting

Melissa Mancino Melissa Mancino Newark, New Jersey Details
Melissa Mancino's Rothstein Kass Experience October 2008 - June 2010
Job Distribution Team Leader at PSEG
Industry Accounting
Experience
Public Service Electric and Gas  August 2015 - Present
Public Service Electric and Gas  July 2014 - August 2015
Public Service Electric and Gas  February 2014 - July 2014
Fundtech  August 2013 - January 2014
TD Bank Group  November 2011 - May 2013
Protiviti  May 2011 - October 2011
The Siegfried Group  November 2010 - April 2011
Rothstein Kass   October 2008 - June 2010
Deloitte AG  September 2003 - September 2008

Skills
Internal Controls, Auditing, Financial Reporting, Sarbanes-Oxley Act, SEC filings, Accounting, GAAP, External Audit, US GAAP, Internal Audit, Assurance, Financial Analysis, Financial Accounting, Special Assignments, Risk Based Audits, Engagement Planning, Audits of Employee..., Capital Adequacy, Regulatory Capital, Basel II, RWA, OSFI, FFIEC, CCAR, Basel I, Consolidated Financial..., Oracle Applications, ERP Implementations, Intercompany..., Intercompany Accounts, Financial Statement..., Consolidated Reporting, Utility Industry, Power Transmission, Transmission Lines, Legal Issues, A/R Collections, Lease Negotiations, Project Management, FERC

Education
Montclair State University   1999 — 2003
BA, Accounting

Brittany Godorov Brittany Godorov Philadelphia, Pennsylvania Details
Brittany Godorov's Rothstein Kass Experience November 2013 - June 2014
Job Senior Associate at The Siegfried Group
Industry Accounting
Experience
The Siegfried Group  July 2015 - Present
KPMG US  July 2014 - July 2015
Rothstein Kass   November 2013 - June 2014
Rothstein Kass   November 2011 - October 2013
Muhlenberg College  June 2008 - May 2011

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Microsoft Word, Time Management, Financial Reporting, Social Media, Auditing, Accounting, Financial Accounting, Financial Statements, GAAP, Hedge Funds, Internal Controls, Bloomberg Terminal, Fund Accounting, US GAAP, Fund Of Funds, SEC filings

Education
Muhlenberg College   2007 — 2011
BA, Accounting and Finance

Matthew Kelly, CPA Matthew Kelly, CPA Greater New York City Area Details
Matthew Kelly, CPA's Rothstein Kass Experience November 2010 - August 2013
Job •Accounting Manager, Private Equity at LS Power
Industry Accounting
Experience
LS Power  September 2015 - Present
LS Power  August 2013 - September 2015
Rothstein Kass   November 2010 - August 2013

Skills
GAAP, CPA, Financial Statements, Auditing, Accounting, Financial Reporting, Private Equity, Cash Flow, Financial Statement..., Financial Accounting, US GAAP, Hedge Funds, Fund Of Funds, Bloomberg Terminal, Financial Analysis, Separately Managed..., Performance Reviews, Valuation, Capital Allocation, Analytics, Investran, Internal Controls, Real Estate

Education
Rutgers, The State University of New Jersey-Newark   2009 — 2010
MBA, Accounting

Montclair State University   2004 — 2008
BS, Biology

Nathan Levy, CPA, MST Nathan Levy, CPA, MST San Francisco Bay Area Details
Nathan Levy, CPA, MST's Rothstein Kass Experience November 2013 - June 2014
Job Tax Associate at KPMG US
Industry Accounting
Experience
KPMG US  July 2014 - Present
Rothstein Kass   November 2013 - June 2014
Agoura Youth Basketball Association   June 2010 - June 2013
Rothstein Kass   January 2013 - March 2013
Vita  January 2012 - April 2012
Martini, Iosue & Akpovi   December 2011 - December 2011

Skills
Tax, Accounting, Auditing, Financial Accounting, Microsoft Excel, Hedge Fund Accounting, Account Reconciliation, Income Tax, Tax Returns, Tax Research, QuickBooks, Tax Preparation, Financial Reporting, Financial Analysis, CPA

Education
California Polytechnic State University   2012 — 2013
Master of Science, Accounting; Tax

California Polytechnic State University   2010 — 2012
Bachelor of Science, Business Administration; Accounting, Overall GPA: 3.965 Major GPA: 3.956

Moorpark College   2008 — 2010
Associate of Arts, Liberal Arts & Sciences, General; Business Administration, Overall GPA 4.0

Douglas Brady, CPA Douglas Brady, CPA Dallas/Fort Worth Area Details
Douglas Brady, CPA's Rothstein Kass Experience November 2010 - October 2012
Job MLP Tax Senior Associate at PwC
Industry Accounting
Experience
PwC  July 2015 - Present
PwC  October 2012 - Present
Rothstein Kass   November 2010 - October 2012
Pasternak & Associates PC   June 2009 - July 2009
Apple Retail  June 2006 - August 2008
Cadence McShane Corp.   May 2004 - August 2005

Education
Southern Methodist University - Cox School of Business   2009 — 2010
Masters of Science in Accounting, Taxation

Loyola University Chicago   2005 — 2009
Bachelors of Business Administration, Accounting

Hebron High School   2001 — 2005

John DeAngelo, CPA John DeAngelo, CPA Greater New York City Area Details
John DeAngelo, CPA's Rothstein Kass Experience November 2011 - November 2014
Job Senior Accountant at WithumSmith+Brown
Industry Accounting
Experience
WithumSmith+Brown  December 2014 - Present
Rothstein Kass   November 2011 - November 2014

Education
Muhlenberg College   2007 — 2011
Bachelor of Arts (B.A.), Accounting and Finance

Kevin K. Wu, MBA Kevin K. Wu, MBA Greater New York City Area Details
Kevin K. Wu, MBA's Rothstein Kass Experience October 2011 - March 2013
Job Financial Analyst at Societe Generale Corporate and Investment Banking SGCIB
Industry Real Estate
Experience
Societe Generale Corporate and Investment Banking - SGCIB  June 2015 - Present
Notary Public of the State of New Jersey   June 2013 - Present
Notary Public of the State of New York   June 2008 - Present
Creative Circle  March 2013 - June 2015
Singles-Social   September 2004 - July 2014
Rothstein Kass   October 2011 - March 2013
Macerich  March 2008 - October 2011
Capitol Risk Concepts, Ltd.   August 2006 - March 2008
High Ridge Properties   June 2004 - August 2006

Skills
Financial Analysis, Project Management, Real Estate, Facilities Management, Commercial Real Estate, Operations Management, Strategic Planning, Organizational..., Office Management, Event Planning, Event Management, Management, Strategy, Marketing, Social Media Marketing, Microsoft Excel, PowerPoint, Project Planning, Microsoft Word, Financial Accounting, Marketing Strategy, Marketing Management, Contract Negotiation, Corporate Finance, Balance Sheet Review, Process Improvement, Organizational Behavior, Economics, Business Statistics, Legal Familiarity, Microsoft Project, Visio

Education
Long Island University, Brooklyn Campus   2008 — 2010
Masters, Business Administration, 3.51 GPA

State University of New York College at Purchase   2006 — 2008
Bachelor of Arts, Liberal Arts, 3.40 GPA

Rockland Community College   2001 — 2003
Associate of Applied Sciences (A.A.S.), Computer Local Area Networking

Rockland Community College   2001 — 2003
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies

Ramapo Senior High School

Ramapo Senior High School

Ferdous Hussain Ferdous Hussain Greater New York City Area Details
Ferdous Hussain's Rothstein Kass Experience October 2011 - May 2012
Job Senior Planning & Analysis at Prudential Financial
Industry Financial Services
Experience
Prudential Financial  December 2013 - Present
Prudential Financial  May 2012 - December 2013
Rothstein Kass   October 2011 - May 2012
NASDAQ OMX  August 2009 - October 2011

Skills
Financial Reporting, QuickBooks, Financial Statements, Accounting, US GAAP, Journal Entries, Accounts Payable, STAT Reporting, Financial Modeling, Financial Analysis, Investment Strategies, Analysis, Strategic Financial..., Financial Planning

Education
Montclair State University   2006 — 2011
Business, Accounting and Finance

Passaic County Technical Institute   2002 — 2006
Academy of Finance

Lysa Delefeti Lysa Delefeti Greater New York City Area Details
Lysa Delefeti's Rothstein Kass Experience 1997 - 2000
Job Sr. Administrative Assistant
Industry Real Estate
Experience
Commercial Real Estate Company   May 2007 - Present
Freelance - part-time   January 2006 - December 2009
Sobel & Co., LLC   October 2001 - November 2006
Alampi, D'Argenio & Guaglardi, LLC   April 2001 - October 2001
XO Communications  2000 - 2001
Rothstein Kass   1997 - 2000

Skills
Administrative..., Human Resources, Microsoft Office, Event Planning, Project Management, Outlook, Spreadsheets, PowerPoint, Teamwork, Research, Problem Solving, Interviews, Microsoft Word, Human Resources..., Marketing Material..., Administrative Support, Project Planning, Desktop Publishing, Organizing, Newsletters, Research/Create..., Basic Graphic Design, Process Improvement, Internal Communications, Planning, Coordination, Expense Reports, Time Management, Personal Development, Making Deadlines, Procedure Manuals, Employee Training, Communication, Eblasts, Social Media, Light Bookkeeping Duties, Administrative...

Education
Penn Foster Career School   2009 — 2009
Career Diploma, Administrative Assistant

Madison Area Technical College
Associates, Administrative Assistant

Melissa Bickert Melissa Bickert Greater New York City Area Details
Melissa Bickert's Rothstein Kass Experience January 2005 - January 2007
Job CPA
Industry Accounting
Experience
U.S. Bank   March 2012 - Present
AT&T Mobility  January 2010 - February 2012
Centennial Communications Corp.  January 2007 - December 2009
Rothstein Kass   January 2005 - January 2007
Berdon LLP  November 2001 - December 2004

Skills
Strategic Planning, Accounting, CPA, Tax, Sarbanes-Oxley, Auditing, Income Tax, Finance, Mergers & Acquisitions, Access, Invoicing, IFRS, SEC filings, External Audit, Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, SEC Filings

Education
Rowan University   1998 — 2001
BS, Accounting

Ocean County College   1996 — 1998
Associates, Business Administration

Heather Smith, MBA Heather Smith, MBA Fort Worth, Texas Details
Heather Smith, MBA's Rothstein Kass Experience January 2012 - March 2012
Job KPMG Audit Associate Asset Management
Industry Accounting
Experience
KPMG US  October 2014 - Present
University of Tulsa  June 2013 - September 2014
Rothstein Kass   January 2012 - March 2012
Dixon Hughes Goodman LLP  June 2011 - August 2011

Skills
Accounting, Fund Accounting, Financial Analysis, Auditing, Internal Controls, US GAAP, Financial Audits, Hedge Funds, Private Equity, Alternative Investments, Client Interaction, Oil & Gas, Fund Of Funds, Financial Reporting, GAAP, Management, Microsoft Word, Public Speaking, Microsoft Office, Finance, PowerPoint

Education
University of Tulsa   2013 — 2014
Master of Business Administration (MBA), Accounting

Texas Christian University   2010 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance

Missouri State University   2008 — 2010
Accounting

Kris Lulaj Kris Lulaj Bronx, New York Details
Kris Lulaj's Rothstein Kass Experience January 2014 - June 2014
Job Audit Intern at KPMG
Industry Accounting
Experience
Private Tutoring  December 2010 - Present
Rothstein Kass   January 2014 - June 2014
The Stuyvesant Spectator  November 2009 - June 2012

Education
Northeastern University   2012 — 2017
Bachelor's Degree, Business Administration: Accounting & Finance, 3rd year, 3.8

Stuyvesant High School   2008 — 2012
High School Diploma

Kyle Grunstra Kyle Grunstra Roseland, New Jersey Details
Kyle Grunstra's Rothstein Kass Experience November 2010 - Present
Job Audit Manager at KPMG US
Industry Accounting
Experience
KPMG US  July 2014 - Present
Rothstein Kass   November 2010 - Present

Skills
Financial Reporting, Hedge Funds, Fund Of Funds, Auditing, Financial Services, Alternative Investments, GAAP, SEC Filings

Education
Montclair State University   2008 — 2010
Master of Business Administration (MBA), Accounting and Finance

University of Delaware   2002 — 2006
BS, Economics

Erin Farrell Erin Farrell San Francisco, California Details
Erin Farrell's Rothstein Kass Experience November 2011 - June 2014
Job Tax Senior Associate at KKR
Industry Accounting
Experience
KKR  November 2014 - Present
KPMG  July 2014 - November 2014
Rothstein Kass   November 2011 - June 2014
State Street  January 2010 - June 2010
HomeAid America  June 2009 - August 2009
HomeAid America  June 2008 - August 2008
State Street Global Advisors  January 2008 - June 2008

Skills
Tax, Financial Statements, Financial Accounting, GAAP, Financial Reporting, Accounting, Financial Analysis, US GAAP, Investments, Tax Returns, Microsoft Excel

Education
Northeastern University   2006 — 2011
BSBA, Accounting and Finance

Northeastern University   2006 — 2011
Bachelor of Science Degree; Masters, Business AdministrationMay 2011; Accounting and Finance; Accounting

Mater Dei High School   2002 — 2006

Mitch Arias, MCSD Mitch Arias, MCSD Greater New York City Area Details
Mitch Arias, MCSD's Rothstein Kass Experience February 2005 - October 2010
Job Senior Software Engineer
Industry Information Technology and Services
Experience
Fragomen, Del Rey, Bernsen & Loewy   September 2010 - Present
Rothstein Kass   February 2005 - October 2010
ADP  May 2000 - February 2005
Dranetz-BMI  1997 - 1999

Skills
Microsoft SQL Server, .NET, IIS, C#, Databases, JavaScript, WCF, ASP.NET MVC, ASP.NET WebForms, Entity Framework

Education
New Jersey Institute of Technology   2000 — 2004
Bachelor of Science in Computer Science, Computer Science

DeVry University   1995 — 1997
Associate in Applied Science, Electronics Engineering Technology

Caroline Garone, MBA Caroline Garone, MBA Greater New York City Area Details
Caroline Garone, MBA's Rothstein Kass Experience October 2011 - September 2012
Job Associate Director of Client Demand Generation at SourceMedia
Industry Financial Services
Experience
SourceMedia  June 2014 - Present
SourceMedia  September 2012 - June 2014
Rothstein Kass   October 2011 - September 2012
NYS Collection  June 2009 - October 2011
USI Affinity Goldman Sachs Capital Partners Company   May 2008 - August 2008

Skills
Marketing, Market Research, QuickBooks, Merchandising, Web Site Production, Event Planning, Virtual Events, Social Media Marketing, Corporate Events, Event Management, ExactTarget, Strategic Planning, Microsoft Office, Budgets, Leadership, Social Media, Trade Shows, Sales, Public Relations, Facebook, Management, Online Advertising

Education
Monmouth University   2010 — 2011
Masters, Business Administration

Monmouth University   2005 — 2009
Bachelor of Science, Business Administration; Marketing

Holmdel High School   2003 — 2005
High School

St. Joseph Hill Academy   2001 — 2003
High School

Melony Castro Melony Castro Old Bridge, New Jersey Details
Melony Castro's Rothstein Kass Experience June 2010 - June 2014
Job Tax Manager at KPMG US
Industry Accounting
Experience
KPMG US  July 2014 - Present
Rothstein Kass   June 2010 - June 2014
Rothstein Kass   July 2004 - June 2010

Skills
Fund Of Funds, Financial Reporting, GAAP, US GAAP, Auditing, Accounting, CPA, Financial Accounting, Fund Accounting, Income Tax, Internal Controls, Partnership Taxation, Tax, Tax Accounting, Tax Research

Education
Lehigh University - College of Business and Economics   2000 — 2004
Bachelors of Science, Accounting

Jacqueline Kennedy Onassis High School   1996 — 2000
International Business

Sean Fallon, CPA Sean Fallon, CPA Greater New York City Area Details
Sean Fallon, CPA's Rothstein Kass Experience December 2013 - June 2014
Job Audit Manager at KPMG US
Industry Accounting
Experience
KPMG US  July 2014 - Present
KPMG US  June 2014 - Present
Rothstein Kass   December 2013 - June 2014
Wiss & Company, LLP   September 2010 - November 2013

Skills
Internal Controls, GAAP, Accounting, CPA, ProSystem fx Tax, US GAAP, Financial Accounting, Tax

Education
Marist College   2006 — 2010
BS, Accounting

Dan Byrne Dan Byrne Greater New York City Area Details
Dan Byrne's Rothstein Kass Experience May 2005 - June 2014
Job Partner at KPMG / Alternative Investments Group
Industry Financial Services
Experience
KPMG US  July 2014 - Present
Rothstein Kass   May 2005 - June 2014
PricewaterhouseCoopers  September 1995 - November 2004

Skills
Tax Research, Tax Accounting, Partnership Taxation, International Tax, Hedge Funds, Income Tax, Corporate Tax, Tax, Tax Advisory, Private Equity, Due Diligence, Mergers, Tax Law, GAAP

Education
New York University School of Law
LL.M., Taxation

Seton Hall University School of Law
J.D.

Villanova University
Bachelors of Science, Accountancy

Corey Winkler, CPA Corey Winkler, CPA Greater New York City Area Details
Corey Winkler, CPA's Rothstein Kass Experience November 2012 - July 2014
Job Senior at KPMG
Industry Accounting
Experience
KPMG  July 2014 - Present
Rothstein Kass   November 2012 - July 2014
Fulton Financial Corporation  May 2010 - August 2010

Skills
Microsoft Word, PowerPoint, Microsoft Excel, Research, Spanish, Fundraising, Microsoft Office

Education
Muhlenberg College   2008 — 2012
Bachelors, Cum Laude, Accounting, Spanish

Universiteit Maastricht   2010 — 2010
N/A, European Economics, Business

Joshua Suchow Joshua Suchow Greater New York City Area Details
Joshua Suchow's Rothstein Kass Experience November 2010 - June 2014
Job
Industry Accounting
Experience
Irving Place Capital  June 2015 - Present
KPMG US  July 2014 - June 2015
Rothstein Kass   November 2010 - June 2014
Muhlenberg College  August 2009 - May 2010
L.J. Altfest & Co   June 2008 - August 2008
Department of Treasury  September 2007 - December 2007

Skills
Financial Reporting, Financial Analysis, Accounting, Hedge Funds, Auditing, Financial Accounting, Tax, Financial Services, Finance, US GAAP, Internal Controls

Education
Muhlenberg College   2005 — 2009
Bachelor of Arts (B.A.), Accounting and Finance, Magna Cum Laude

Jennifer Siegel, CPA Jennifer Siegel, CPA Greater New York City Area Details
Jennifer Siegel, CPA's Rothstein Kass Experience 2002 - 2009
Job Director of Internal Audit at PBF Energy
Industry Accounting
Experience
PBF Energy  January 2014 - Present
PBF Energy  May 2012 - Present
Fazio Mannuzza Roche Tankel LaPilusa, LLC  May 2009 - March 2012
Rothstein Kass   2002 - 2009
Ernst & Young  December 2003 - December 2004
Arthur Andersen, LLP  August 2001 - May 2002

Skills
Income Tax, Auditing, GAAP, CPA, Forensic Accounting, Tax Preparation, External Audit, Employee Benefits, Partnership Taxation, Financial Analysis, Accounting, Corporate Tax, Tax, US GAAP, Financial Reporting, Internal Controls, Tax Returns, IFRS, Tax Accounting, Sarbanes-Oxley Act, SEC filings, Financial Accounting, Consolidation, General Ledger, Financial Statements, Cash Flow, Financial Audits, QuickBooks, Account Reconciliation, Accountants, Variance Analysis, Internal Audit, Cost Accounting, Business Valuation

Education
Muhlenberg College   1997 — 2001
BA, Accounting and Businesss

Maastricht University   2000 — 2000
International Business

Danielle Ferretti-Gulla Danielle Ferretti-Gulla Greater New York City Area Details
Danielle Ferretti-Gulla's Rothstein Kass Experience January 2002 - December 2004
Job Property Accountant
Industry Accounting
Experience
Mountain Development Corp.  January 2005 - Present
Rothstein Kass   January 2002 - December 2004
Premiere Foods Inc.   January 1990 - December 2001

Skills
Accounting, Property Management, Risk Management, General Ledger, Financial Reporting, Accounts Payable, Account Reconciliation, Accounts Receivable, Accruals, Team Leadership, Financial Statements, QuickBooks, Financial Analysis, Journal Entries, GAAP, Variance Analysis, Bank Reconciliation, Fixed Assets, Financial Accounting, Cash Flow, Consolidation, Revenue Recognition

Education
Montclair State University   1986 — 1989
Bachelor of Business Administration (BBA), Business Administration and Management, General

West Essex High School

West Essex High School

Dorothy Bryant, MBA Dorothy Bryant, MBA Greater New York City Area Details
Dorothy Bryant, MBA's Rothstein Kass Experience December 2012 - June 2014
Job Tax Technology at KPMG
Industry Wholesale
Experience
KPMG US  July 2014 - Present
Rothstein Kass   December 2012 - June 2014
Artisan Manufacturing   February 2010 - December 2012
AF Supply   July 2005 - February 2010

Skills
Integrity, Patience, Diligent, Trade Shows, Account Management, Direct Sales, Customer Service, National Accounts, Key Account Management, Marketing Strategy, Pricing, Cold Calling, Sales, QuickBooks, Accounting, Selling, Budgets, Microsoft Excel, Forecasting, Invoicing, Outlook, New Business Development, Purchasing, Retail, Management

Education
New Jersey City University   2012 — 2015
Master of Business Administration (M.B.A.), Finance, Current GPA 3.92

New Jersey City University   2006 — 2011
Bachelor of Arts, English Literature and Writing

Harrison High   2001 — 2005

Erin Oliveri Erin Oliveri Greater New York City Area Details
Erin Oliveri's Rothstein Kass Experience August 2011 - December 2012
Job Associate Producer at Travelzoo
Industry Online Media
Experience
Travelzoo  December 2012 - Present
Pasta's Kitchen Blog   2010 - Present
Rothstein Kass   August 2011 - December 2012
Berns Communications Group  July 2010 - July 2011
Pioneer Investments  July 2008 - December 2008

Skills
Public Relations, Social Media, Marketing Communications, Corporate Communications, Media Relations, Editing, Blogging, Journalism, Press Releases, New Media, Internal Communications, Digital Marketing, Facebook, Newsletters, Content Development, Content Strategy, Web Content Management, Strategic Communications, Social Media Marketing, Social Networking, Copy Editing, AP Style, Copywriting, Editorial, Publicity

Education
Northeastern University
BA, Journalism

David Britman David Britman Greater New York City Area Details
David Britman's Rothstein Kass Experience November 2009 - June 2010
Job Vice President, Reengineering & Implementation at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group  July 2011 - Present
Navigant Consulting  June 2010 - July 2011
Rothstein Kass   November 2009 - June 2010
Deutsche Bank  March 2009 - November 2009
QBE the Americas  November 2008 - February 2009
Merrill Lynch  April 2007 - May 2008
Ernst & Young  January 2000 - April 2007
IFF  June 1998 - January 2000
AT&T Solutions  1996 - 1998
AT&T Bell Labs  1986 - 1996

Skills
Finance Transformation, Finance Function..., Chart of Accounts, Program Management, Shared Services, Oracle E-Business Suite, IT Strategy, Business Analysis, Business Process..., Financial Analysis, Financial Reporting, Business Process..., Risk Management, Change Management, Business Intelligence, CXO level engagement, Business Transformation, Financial Services, Analysis, Consulting, Enterprise Architecture, Management, Finance, Leadership, Integration, Product Management, ERP, Forecasting, Sarbanes-Oxley Act, Executive Management, Portfolio Management, Capital Markets, Project Management

Education
Northwestern University   1984 — 1985
MS

Northwestern University   1980 — 1984
BS

Paul Szep Paul Szep Greater New York City Area Details
Paul Szep's Rothstein Kass Experience 1997 - 2004
Job CPA
Industry Financial Services
Experience
FocusPoint Private Capital Group   March 2014 - Present
PEF Services LLC  June 2011 - February 2014
Hedge Funds   January 2011 - June 2011
Galleon International   April 2004 - April 2010
RK Consulting  1997 - 2004
Rothstein Kass   1997 - 2004

Skills
Alternative Investments, Asset Management, Bloomberg, Due Diligence, Equities, Fund Accounting, Fund Of Funds, Hedge Funds, Private Equity, Valuation, Venture Capital

Education
Montclair State University   1990 — 1994

Joseph Pacello Joseph Pacello Greater New York City Area Details
Joseph Pacello's Rothstein Kass Experience 2000 - 2005
Job Tax Partner, Rothstein Kass
Industry Accounting
Experience
Rothstein Kass & Co.   2000 - Present
rothstein kass   2000 - 2005

Education
Temple University - James E. Beasley School of Law   1998 — 2000
LL.M., Taxation

New York Law School   1991 — 1994
JD, Law

Seton Hall University   1987 — 1991
B.S., Accounting

Abhishek Mohnot, CPA, MBT Abhishek Mohnot, CPA, MBT Greater Los Angeles Area Details
Abhishek Mohnot, CPA, MBT's Rothstein Kass Experience October 2008 - January 2012
Job Tax Manager
Industry Accounting
Experience
CohnReznick LLP  January 2012 - Present
Rothstein Kass   October 2008 - January 2012
The Chugh Firm  2006 - 2008

Skills
Tax, CPA, Accounting, S Corporations, High Net Worth..., US GAAP, Auditing, Income Tax, Tax Preparation, Corporate Tax, Partnership Taxation, Financial Reporting, Tax Research, Internal Controls, Financial Accounting, Tax Accounting, Financial Statements, QuickBooks, International Tax, Accountants

Education
University of Southern California - Marshall School of Business   2009 — 2011
Masters, Tax

Nagpur University   2003 — 2006
Masters, Accounting (Commerce)

Erin M. Connolly-Kriarakis Erin M. Connolly-Kriarakis Roseland, New Jersey Details
Erin M. Connolly-Kriarakis's Rothstein Kass Experience October 2008 - August 2012
Job Regional Marketing Manager at CohnReznick LLP
Industry Accounting
Experience
CohnReznick LLP  February 2014 - Present
Grant Thornton LLP  December 2012 - February 2014
Rothstein Kass   October 2008 - August 2012
IncreMental Advantage   November 2006 - May 2008

Skills
Conferences, Event Management, Budgeting, Event Planning, Marketing Strategy, Strategic Planning, Public Relations, Social Media, Excel, Public Speaking, PowerPoint, Negotiation, Research, Word, Writing, Marketing Communications, Microsoft Office, Contract Negotiation, Business Strategy, Team Building, Promotions, Online Marketing, Special Events, Outlook, Trade Shows, Social Networking, Contract Negotiations, Hospitality, Volunteer Management, ROI Strategies, Thought Leadership, Salesforce.com, Sales Logix, Microsoft Dynamics CRM, Events, Microsoft Excel, Microsoft Word, Budgets, Business Planning, Leadership, Management, Relationship Management, Strategy

Education
New York University   2009 — 2010
Professional Certificate, Meeting, Conference and Event Management

Monmouth University   2002 — 2006
Bachelor of Arts, Public Relations and Journalism

Cherokee High School   1999 — 2002

Jessica Nicole Smith Jessica Nicole Smith Stamford, Connecticut Details
Jessica Nicole Smith's Rothstein Kass Experience September 2011 - July 2014
Job Senior Tax Associate
Industry Accounting
Experience
KPMG US  July 2014 - Present
Rothstein Kass   September 2011 - July 2014
BDO USA, LLP  August 2010 - September 2011
PRICEWATERHOUSECOOPERS, LLP  July 2006 - November 2009

Skills
Tax, Investments, Private Equity, Tax Research, Tax Returns, Corporate Tax, Budgets, State Tax, Partnership Taxation, Tax Accounting, GAAP, CPA, SEC filings, Tax Preparation, Internal Audit

Education
Marist College   2002 — 2006
Bachelor of Science, Accounting

Marlon J. Dunbar, CPA/PFS, EA, MSA Marlon J. Dunbar, CPA/PFS, EA, MSA United States Details
Marlon J. Dunbar, CPA/PFS, EA, MSA's Rothstein Kass Experience 2013 - 2014
Job Senior Manager Tax & Family Office at Untracht Early LLC
Industry Accounting
Experience
Untracht Early LLC  2014 - Present
Rothstein Kass   2013 - 2014
RSSM, LLP   2011 - 2013
EisnerAmper LLP  2010 - 2011
Starr & Company, LLC   2006 - 2010
EBM   2002 - 2006
American Express Tax & Business Svcs. (Provident Financial Mgmt.)   1999 - 2002
Smith Barney  1997 - 1999

Skills
Tax, High Net Worth..., Accounting, Income Tax, Tax Preparation, Corporate Tax, QuickBooks, Family Office, Investment Advisory, Management, Partnerships, Private Foundations, Media & Entertainment, Tour Accounting, Professional Services, Music Publishing, Film Production, Business Management, Professional Sports, Royalty Accounting, Record Company..., Investment Partnerships

Education
City University of New York
MS, Accountancy

Middlebury College
BA, Economics

Pulin Amin Pulin Amin Greater New York City Area Details
Pulin Amin's Rothstein Kass Experience October 2008 - February 2011
Job Assurance Senior
Industry Accounting
Experience
BDO USA, LLP  February 2011 - Present
Rothstein Kass   October 2008 - February 2011

Skills
Financial Reporting, Mergers & Acquisitions, Financial Analysis, Hedge Funds, Financial Accounting, Auditing, Finance, Investments

Education
Montclair State University   2005 — 2008
Bachelor of Science (BS), Accounting, Finance and International Business

Montclair State University

Brian Pierson, CPA Brian Pierson, CPA Greater New York City Area Details
Brian Pierson, CPA's Rothstein Kass Experience 2001 - 2004
Job Director of Risk Management at Foot Locker
Industry Accounting
Experience
Foot Locker  October 2014 - Present
Foot Locker  August 2012 - October 2014
CohnReznick LLP  January 2004 - August 2012
Rothstein Kass   2001 - 2004

Education
Montclair State University   1998 — 2001
Bachelor of Science (BS), Business Administration with Concentration in Accounting

Frank E. Reheis, III Frank E. Reheis, III Greater New York City Area Details
Frank E. Reheis, III's Rothstein Kass Experience October 2001 - December 2003
Job Chief Financial Officer at Montclair Radiology
Industry Medical Practice
Experience
Montclair Radiology  August 2011 - Present
Cornerstone Accounting Group LLP (Formerly The Schonbraun McCann Group)   December 2003 - July 2011
Rothstein Kass   October 2001 - December 2003

Skills
Financial Reporting, GAAP, Accounting, Financial Accounting, Auditing, General Ledger, US GAAP, SEC filings, Internal Controls, Financial Statements, Sarbanes-Oxley Act, Variance Analysis, Forecasting, Financial Analysis, Financial Audits, QuickBooks, Microsoft Excel, Mergers & Acquisitions, Health Care Compliance, Anti-Kickback Statute, Radiology, Group Practice..., Payer Relations, Tax, Due Diligence, Cash Flow, Sarbanes-Oxley

Education
Muhlenberg College   1997 — 2001
Bachelors, Accounting and Business

Joseph Cassano, CPA Joseph Cassano, CPA Greater New York City Area Details
Joseph Cassano, CPA's Rothstein Kass Experience September 2006 - June 2014
Job Senior Manager at Withum Smith + Brown, PC
Industry Accounting
Experience
WithumSmith+Brown  July 2015 - Present
KPMG US  July 2014 - July 2015
Rothstein Kass   September 2006 - June 2014

Skills
Auditing, Derivatives, Financial Reporting, Fund Accounting, Fund Of Funds, GAAP, Hedge Funds, SEC filings, US GAAP, Private Equity, CPA, Financial Analysis, Internal Controls, Partnership Taxation, Valuation

Education
Pace University   2000 — 2004

Christopher Lastre Christopher Lastre Greater New York City Area Details
Christopher Lastre's Rothstein Kass Experience October 2005 - June 2010
Job Assistant Controller at Seer Capital Management
Industry Accounting
Experience
Seer Capital Management  August 2013 - Present
MSD Capital  July 2010 - August 2013
Rothstein Kass   October 2005 - June 2010

Skills
Hedge Funds, Financial Reporting, Accounting, Audit, Fund Of Funds, Excel, Fund Accounting, GAAP, Alternative Investments, Auditing, Internal Controls, Tax Accounting, US GAAP, CPA, SEC filings, Financial Analysis, Financial Modeling, Financial Statements

Education
Monmouth University   2000 — 2005
BS/BA, Accounting

Rich Ziobro, CPA Rich Ziobro, CPA Greater New York City Area Details
Rich Ziobro, CPA's Rothstein Kass Experience January 2003 - June 2014
Job VP Global Accounting Policy at Prudential Real Estate Investors
Industry Financial Services
Experience
Prudential Real Estate Investors  September 2015 - Present
KPMG US  July 2014 - August 2015
Rothstein Kass   January 2003 - June 2014
Videre Group   September 2000 - January 2003

Skills
Fund Accounting, GAAP, CPA, Hedge Funds, Fund Of Funds, Financial Reporting, Accounting, Auditing, Alternative Investments, Financial Accounting, US GAAP, Financial Statements, Internal Controls, Tax, Tax Accounting, Partnership Taxation, Private Equity

Education
Montclair State University   1997 — 2000
B.S., Accounting

Micha Stark Micha Stark Greater New York City Area Details
Micha Stark's Rothstein Kass Experience January 2011 - April 2011
Job Staff Assurance & Attestation at Marcum LLP
Industry Accounting
Experience
Marcum LLP  May 2013 - Present
Cornerstone Accounting Group  September 2012 - May 2013
Rothstein Kass   January 2011 - April 2011
Biotest Pharmaceuticals  January 2008 - June 2008
Trendium, Inc.   2006 - 2007

Skills
Active Directory, Linux, Microsoft Office, Outlook, Windows Server, Operating Systems, Solaris, Windows, Microsoft Excel, Networking, Microsoft Word, QuickBooks, Financial Accounting, Financial Reporting, Accounting, Internal Controls, Financial Analysis

Education
Montclair State University   2009 — 2011
MBA, Accounting

University of Central Florida   1998 — 2002

Gary Spada Gary Spada Greater New York City Area Details
Gary Spada's Rothstein Kass Experience August 1998 - December 2006
Job Controller/ VP of accounting at East Air Corporation
Industry Airlines/Aviation
Experience
East Air Corporation   January 2007 - Present
Rothstein Kass   August 1998 - December 2006

Education
Montclair State University   1978 — 1981

Jenica Jesena, CPA Jenica Jesena, CPA Greater New York City Area Details
Jenica Jesena, CPA's Rothstein Kass Experience December 2003 - 2010
Job CPA
Industry Accounting
Experience
Robert M. Saunders CPAs LLC   June 2013 - Present
Contract Tax Accountant   February 2013 - June 2013
Grant Thornton  September 2010 - February 2013
Rothstein Kass   December 2003 - 2010
Unico National   December 2002 - December 2003

Skills
High Net Worth..., Private Companies, Tax, Tax Accounting, Partnership Taxation, Income Tax, Tax Preparation, Tax Research, Corporate Tax, Tax Returns, Accounting, QuickBooks

Education
Montclair State University   2000 — 2005
BS, Business admin w/ conc accounting

Fairleigh Dickinson University-Florham Campus
MST, Taxation

Eva Calderaro Eva Calderaro Greater New York City Area Details
Eva Calderaro's Rothstein Kass Experience July 2007 - September 2010
Job Experienced Internal Auditor and Consultant/ CPA
Industry Financial Services
Experience
Accounting firm in northern nj   January 2011 - Present
Rothstein Kass   July 2007 - September 2010
Pershing  2005 - 2007
MetLife  2001 - 2006

Skills
Accounting, Auditing, Financial Analysis, Internal Audit

Education
Pace University - Lubin School of Business

Manny Pires Manny Pires Greater New York City Area Details
Manny Pires's Rothstein Kass Experience December 1999 - June 2014
Job SharePoint Platform Manager
Industry Information Technology and Services
Experience
KPMG US  July 2014 - Present
Rothstein Kass   December 1999 - June 2014

Skills
SharePoint, Business Intelligence, Microsoft SQL Server, Microsoft CRM, .NET, CRM, TFS, SSIS, T-SQL, Software Development, Information Technology, SSRS, MS Project, InfoPath, Databases, Database Design, SDLC, Microsoft Office, SQL Server, Excel, Reporting & Analysis, PMP, Elite, Mobile Technology, HTML 5, ERP, Project Management, Visio, VB.NET, Microsoft Excel, Enterprise Architecture, Enterprise Software, Financial Reporting, SQL, Software Project..., Business Analysis, Integration, Internal Controls, System Administration, Management, IT Management

Education
New Jersey Institute of Technology   2003 — 2005
Master's Degree, Management Information Systems, General

Michael J. Loiacono, CPA Michael J. Loiacono, CPA Greater New York City Area Details
Michael J. Loiacono, CPA's Rothstein Kass Experience December 2007 - July 2014
Job Tax Manager at KPMG US
Industry Accounting
Experience
KPMG US  October 2014 - Present
KPMG US  July 2014 - September 2014
Rothstein Kass   December 2007 - July 2014
Fried & Kowgios CPA's LLP   July 2005 - December 2007

Skills
Tax, Tax Accounting, Tax Preparation, Financial Accounting, Accounting, General Ledger, Financial Statements, Account Reconciliation, Auditing, US GAAP, Financial Analysis, Financial Reporting, GAAP, CPA

Education
Pace University   2001 — 2005
Bachelor of Business Administration (B.B.A.), Accounting

Jacqueline Cormier, CPA Jacqueline Cormier, CPA New York, New York Details
Jacqueline Cormier, CPA's Rothstein Kass Experience October 2007 - March 2010
Job Fund Accountant at Eton Park Capital Management
Industry Financial Services
Experience
DivCore Real Estate Asset Management LLC   January 2014 - Present
Eton Park Capital Management  2010 - January 2014
Rothstein Kass   October 2007 - March 2010

Skills
Accounting, Financial Reporting, Fund Accounting, Alternative Investments

Education
Marist College
Bachelor of Science, Accounting

Chris Benjey Chris Benjey Greater New York City Area Details
Chris Benjey's Rothstein Kass Experience November 2010 - June 2014
Job Senior Tax Manager at KPMG US
Industry Accounting
Experience
KPMG US  July 2014 - Present
Rothstein Kass   November 2010 - June 2014
BDO USA, LLP  2008 - 2010

Education
New York University School of Law
LL.M., Taxation

Nita Mistry Nita Mistry Greater New York City Area Details
Nita Mistry's Rothstein Kass Experience 1998 - 2004
Job Fund Accounting Supervisor at PEF Services LLC
Industry Accounting
Experience
PEF Services LLC  August 2013 - Present
Deutsche Bank (DB Hedge Fund Advisors Group)   August 2007 - December 2009
BISYS Alternative Investment Services   2004 - 2007
Rothstein Kass   1998 - 2004
Banco Espirito Santo  1996 - 1998

Skills
Fund Of Funds, Hedge Funds, Auditing, Accounting, Tax, Fund Accounting, Alternative Investments, Fund Administration, Private Equity, Asset Management, Equities, GAAP, Derivatives, Due Diligence, Valuation, Bloomberg, Investments, Internal Controls

Education
Pace University   1992 — 1996
BBA, Accounting

Pace University - Lubin School of Business   1992 — 1996

James Hays James Hays Greater Los Angeles Area Details
James Hays's Rothstein Kass Experience August 2006 - April 2009
Job CFO/CCO at St. Cloud Capital
Industry Financial Services
Experience
St. Cloud Capital   2009 - Present
Rothstein Kass   August 2006 - April 2009
Meloni Hribal Tratner  February 2004 - August 2006

Skills
Finance, Valuation, Accounting, Auditing, Investments, Hedge Funds, GAAP, Tax

Education
University of Southern California - Marshall School of Business   2006 — 2009
Masters, MBA

Oklahoma State University   1998 — 2002
Bachelors, Accounting

Terence Meadowcroft Terence Meadowcroft Greater New York City Area Details
Terence Meadowcroft's Rothstein Kass Experience 1988 - 2005
Job Partner at Strategic Fund Services
Industry Investment Management
Experience
Strategic Fund Services   January 2010 - Present
Aroya Capital   September 2007 - March 2010
BISYS  January 2005 - September 2007
Rothstein Kass   1988 - 2005

Skills
Tax, Accounting, Hedge Funds, Private Equity, Financial Reporting, Fund Of Funds, Income Tax, Auditing, Tax Returns, SEC filings, Fund Administration, Alternative Investments, Tax Accounting, Partnership Taxation

Education
Pace University   1979 — 1983
BBA, Accounting

Daniel Massaro Daniel Massaro Greater New York City Area Details
Daniel Massaro's Rothstein Kass Experience January 1997 - September 2001
Job Chief Financial Officer at New York Shipping Association, Inc.
Industry Retail
Experience
New York Shipping Association, Inc.   June 2009 - Present
The Great A&P Tea Co., Inc.   September 2001 - June 2009
Rothstein Kass   January 1997 - September 2001

Skills
Auditing, Internal Audit, Finance, GAAP, Accounting, Internal Controls, Financial Reporting, Sarbanes-Oxley Act, Forecasting, Budgets, Financial Analysis, Process Improvement, Sarbanes-Oxley, Strategic Financial..., US GAAP, Financial Accounting, Financial Planning

Education
Montclair State University   1993 — 1996
BS, Business Administration

Janine Bilancia, SPHR Janine Bilancia, SPHR Greater New York City Area Details
Janine Bilancia, SPHR's Rothstein Kass Experience March 2012 - May 2014
Job Human Resources Business Partner at Prudential Financial
Industry Human Resources
Experience
Prudential Financial  May 2014 - Present
Rothstein Kass   March 2012 - May 2014
Chartis Insurance  2010 - 2011
Cornerstone Accounting Group LLP/The Schonbraun McCann Group   2006 - 2010
Macy’s East Corporate Headquarters   2004 - 2006
Montclair State University  January 2001 - January 2004

Skills
Employee Relations, Talent Acquisition, Onboarding, Talent Management, HRIS, Recruiting, Succession Planning, Human Resources, Workforce Planning, Employee Benefits, Interviews, Organizational..., Deferred Compensation, New Hire Orientations, Applicant Tracking..., Training, Internet Recruiting, Payroll, Temporary Placement, Performance Appraisal, Compensation Planning, Management, Mentoring

Education
Montclair State University
M.A, Industrial and Organizational Psychology

Montclair State University
B.A, Psychology

Mehul Karia Mehul Karia Greater New York City Area Details
Mehul Karia's Rothstein Kass Experience August 2008 - December 2010
Job Human Resources at International Securities Exchange (ISE)
Industry Human Resources
Experience
International Securities Exchange Holdings, Inc. (ISE Holdings)   September 2014 - Present
Wenner Media (Rolling Stone, Men's Journal & Us Weekly)   January 2011 - August 2014
Rothstein Kass   August 2008 - December 2010
NASDAQ  June 2007 - August 2008
Dreskin, Gillman, Granet, Inc   May 2005 - August 2006

Skills
Onboarding, HRIS, Employee Relations, Employment Verifications, Background Checks, ADP Payroll, Microsoft Excel, Microsoft Word, Microsoft Visio, Microsoft Powerpoint, Organizational Charts

Education
Pace University   2004 — 2008
BBA, Business Management

Neil Tendler Neil Tendler Greater New York City Area Details
Neil Tendler's Rothstein Kass Experience July 2009 - June 2014
Job Partner at Echelon Advisors, LLC
Industry Accounting
Experience
Echelon Advisors, LLC   February 2014 - Present
Rothstein Kass   July 2009 - June 2014
Wilmington Trust  July 2006 - July 2009
Deutsche Bank  January 2004 - June 2006
KPMG US  1987 - 2004
Coopers&Lybrand  1981 - 1987

Skills
Tax, Partnership Taxation, Tax Preparation, Tax Accounting, Hedge Funds, CPA, Accounting, SEC filings, High Net Worth..., Corporate Tax, Income Tax, Estate Planning, GAAP, Tax Research, Financial Reporting

Education
Pace University
Master of Science (MS), Taxation

State University of New York at Albany   1977 — 1981
Bachelor of Science (BS), Accounting

Joe Puglisi Joe Puglisi Greater New York City Area Details
Joe Puglisi's Rothstein Kass Experience July 1998 - September 2013
Job Partner at Citrin Cooperman
Industry Accounting
Experience
Citrin Cooperman  September 2013 - Present
Rothstein Kass   July 1998 - September 2013
Bruno, DiBello, CPA Certified Public Accountants   December 1996 - July 1998
Bear Stearns  July 1994 - December 1996

Skills
Private Equity, SEC filings, Due Diligence, Auditing, Accounting, GAAP, Corporate Finance, Sarbanes-Oxley Act, Tax, CPA, Mergers & Acquisitions, Consolidation, Finance, IPO, US GAAP, Financial Services, Forecasting, Internal Controls, Financial Reporting, Financial Statements, Cash Management, Tax Accounting, Income Tax, Corporate Tax, Partnership Taxation

Education
Pace University   1990 — 1994
BBA, Public Accounting

Peter Bucciarelli Peter Bucciarelli Greater New York City Area Details
Peter Bucciarelli's Rothstein Kass Experience 1993 - 1996
Job Assistant Controller at ORBCOMM
Industry Wireless
Experience
ORBCOMM  2015 - Present
RGP  2014 - 2015
SeaCube Container Leasing Ltd.   2010 - 2013
GenTek, Inc.   2007 - 2010
CBS Outdoor  2005 - 2007
AT&T  2001 - 2005
Expanets  2000 - 2001
KPMG  1996 - 2000
Rothstein Kass   1993 - 1996

Skills
SEC reporting, Technical Accounting, Financial Reporting, Internal Controls, SOX 404, SOX Compliancy, Financial Audits, External Audit, XBRL, IPO, SEC filings, Accounting, Sarbanes-Oxley Act, Auditing, SEC Filings, Financial Accounting

Education
Lehigh University - College of Business and Economics   1989 — 1993
Bachelor of Science, Accounting

Cassandra Garcia, PHR-CA Cassandra Garcia, PHR-CA Greater Los Angeles Area Details
Cassandra Garcia, PHR-CA's Rothstein Kass Experience April 2011 - December 2012
Job Talent Acquisition Manager at 24Hr HomeCare
Industry Hospital & Health Care
Experience
24Hr HomeCare  October 2014 - Present
SCH&A - Health Insurance Services and Benefits Specialist   January 2013 - October 2014
Rothstein Kass   April 2011 - December 2012
Archbishop Mitty High School  October 2009 - April 2011
Rothstein Kass   June 2008 - September 2009
Loyola Marymount University  August 2007 - May 2008
Loyola Marymount University  January 2007 - May 2008

Skills
Event Planning, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Word, Outlook, Microsoft Office, Research, Social Media, Recruiting, Marketing, Strategic Planning, Budget, Social Media Marketing, Teaching, Employee Relations, Event Management, Team Building, Interviews, Customer Service, Training, New Hire Orientations, Personnel Management

Education
Loyola Marymount University   2004 — 2008
BA, Sociology, Business

Archbishop Mitty High School   2000 — 2004

Steve Galeotti Steve Galeotti Greater New York City Area Details
Steve Galeotti's Rothstein Kass Experience February 2008 - October 2008
Job Associate Risk Manager at Weill Cornell Medical College
Industry Insurance
Experience
SRM Consulting   November 2009 - Present
Weill Cornell Medical College  November 2009 - Present
Rothstein Kass   February 2008 - October 2008
Arthur J. Gallagher  May 2006 - September 2007
Marsh  February 1999 - May 2006

Skills
Higher Education, Life Sciences, Biotechnology, Risk Assessment, Enterprise Risk..., Healthcare, Analysis, Business Development, Proposal Writing, Brokers, Risk Management, Casualty, Liability, Property & Casualty..., Professional Liability, Legal Liability, Claims Management, Commercial Insurance

Education
New York University   1980 — 1983
MA, Occupational Safety & Health

Pratt Institute   1969 — 1974
Bach of Engineering, Chemical Engineering

Benjamin Salazar Benjamin Salazar Denver, Colorado Details
Benjamin Salazar's Rothstein Kass Experience June 2011 - August 2014
Job Brinkerhoff Revenig & Corrigan
Industry Accounting
Experience
Brinkerhoff Revenig & Corrigan PC   August 2014 - Present
RedLine  September 2013 - Present
Rothstein Kass   June 2011 - August 2014
Smith Brooks & Bolshoun & CO., LLP   December 2010 - April 2011
Lewis Hooper & Dick, LLC   December 2008 - August 2010

Skills
Tax Research, Partnership Taxation, Private Equity, Hedge Funds, Fund Of Funds, Tax Accounting, International Tax, Corporate Tax, S Corporations, Tax Preparation, Tax Returns, ProSystem fx Tax, GoSystems, Financial Statements, Tax Advisory, Financial Accounting

Education
University of Denver
Master of Taxation, tax, accounting

Metropolitan State University of Denver
Accounting

Dmitry Gerts, CPA Dmitry Gerts, CPA Brooklyn, New York Details
Dmitry Gerts, CPA's Rothstein Kass Experience October 2008 - December 2010
Job Supervisor at Citco Fund Services
Industry Financial Services
Experience
Citco Fund Services  December 2012 - Present
Citco Fund Services  December 2010 - December 2012
Rothstein Kass   October 2008 - December 2010
Rothstein Kass   October 2006 - October 2008

Education
Pace University - Lubin School of Business   2002 — 2006
BBA, Public Accounting

Al-Nesha Jones, CPA, MBA Al-Nesha Jones, CPA, MBA Greater New York City Area Details
Al-Nesha Jones, CPA, MBA's Rothstein Kass Experience January 2006 - April 2006
Job Associate Manager, Financial Reporting at Prudential
Industry Accounting
Experience
Prudential  September 2010 - Present
Ernst & Young  October 2008 - November 2010
Ernst & Young  January 2007 - September 2008
Ernst & Young  September 2006 - December 2006
KPMG Audit  June 2006 - August 2006
Rothstein Kass   January 2006 - April 2006
Becton Dickinson  2005 - 2006

Skills
Auditing, Accounting, SEC filings, CPA, Management, Recruiting, Financial Statements, Microsoft Excel, Project Planning, Finance, Training, Strategy, Internal Controls, Sarbanes-Oxley Act, US GAAP, Assurance, External Audit, Financial Analysis

Education
Montclair State University   2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General

Montclair State University   2002 — 2007
B.S., Business Administration, double concentration in Acctg & Mktg

Lisa Reilly, PHR Lisa Reilly, PHR San Francisco, California Details
Lisa Reilly, PHR's Rothstein Kass Experience November 2005 - February 2013
Job
Industry Information Technology and Services
Experience
LinkedIn  September 2015 - Present
Aon Hewitt  February 2013 - Present
Rothstein Kass   November 2005 - February 2013
DPM Mellon  February 2004 - November 2005
Spherion  February 2001 - February 2004

Skills
UltiPro, Cognos, ADP Payroll, HRIS, Word, Excel, PowerPoint, Customer Service, Payroll, Benefits, Employee Relations, Onboarding, Benefits Administration, Outlook, Employee Benefits, Ultipro, Training, Human Resources, Recruiting, Microsoft Excel, Leadership, Organizational..., PeopleSoft, Consulting, Management

Education
New Jersey Institute of Technology   2008 — 2010
MS, Information Systems

Penn State University   1996 — 2000
BS, Business Administration

Cassandra Fenyk Cassandra Fenyk Greater New York City Area Details
Cassandra Fenyk's Rothstein Kass Experience October 2007 - October 2008
Job Keynote Speaker | Marketing Strategist | Copywriter | Social Media, Websites, Blogs & Auto Responders
Industry Marketing and Advertising
Experience
Shark Bite Coaching   March 2009 - Present
EnTech Engineering PC  May 2014 - September 2014
Mancini Duffy  January 2013 - April 2014
NK Architects  June 2011 - July 2012
KS Engineers, P.C.   February 2011 - June 2011
STV Incorporated  March 2009 - February 2011
Rothstein Kass   October 2007 - October 2008
Hatch Mott MacDonald  March 2001 - October 2007
Various Colleges  September 1999 - March 2007
Tritech Marketing  May 2000 - March 2001

Skills
Copywriting, Social Media Marketing, Marketing, SEO, Marketing Strategy, Proposal Writing, Strategic Research, Press Releases, Advertising, Online Marketing, Business Development, Online Advertising, Strategic Planning, Market Research, Management, Marketing Communications, Project Management, Social Media, Newsletters, Project Planning, Strategy, Social Networking, New Business Development, Adobe Creative Suite, Leadership, Blogging, Campaign Management, Online Campaign..., ecommerce, Content Management, Web Content Optimization, search engine..., web analytics, Social Media Advertising

Education
Nova Southeastern University   2005 — 2007
MS, Computing Technologies in Education

Montclair State University   1994 — 1998
MBA, International Business/Marketing

Montclair State University   1990 — 1994
BS, Marketing, Management

John Smallstey John Smallstey Greater New York City Area Details
John Smallstey's Rothstein Kass Experience October 2005 - April 2009
Job Accounting Manager at AMERRA Capital Management, LLC
Industry Financial Services
Experience
Amerra Capital Management, LLC  May 2013 - Present
SS&C Technologies  August 2010 - April 2013
Grant Thornton LLP  October 2009 - August 2010
Rothstein Kass   October 2005 - April 2009

Skills
US GAAP, GAAP, Financial Accounting, Financial Statements, Financial Reporting, Accounting, Fund Accounting

Education
Montclair State University   2001 — 2005
Bachelor, Accounting/Finance

Caryn Epstein, CMP Caryn Epstein, CMP Greater New York City Area Details
Caryn Epstein, CMP's Rothstein Kass Experience 2013 - 2014
Job Executive Director, Head of Sponsorships at Morgan Stanley
Industry Marketing and Advertising
Experience
Morgan Stanley  2014 - Present
Rothstein Kass   2013 - 2014
The Golf Club of Purchase   2009 - 2013
Morgan Stanley  2003 - 2009
UBS Wealth Management  2000 - 2002
Bla-Bla. com   2000 - 2000
Advertising Research Foundation  1999 - 2000
GEM Communications & International Gaming & Wagering Business Magazine   1996 - 1999
The Sunshine Group  1994 - 1996
Turner Broadcasting, Inc.   1991 - 1994

Skills
Event Management, Hospitality, Department Budget..., Superior Client Service, Business Planning, Budgets, Leadership, Food & Beverage, Customer Service, Management, Integrated Marketing, Client Services, Trade Shows, Hospitality Industry, Marketing, Advertising, Revenue Analysis, Brand Development, Contract Negotiation, Human Resources, Sales, Sponsorship, Marketing Strategy, Hospitality Management, Resorts

Education
New York University
Sports, Entertainment & Event Marketing

Syracuse University - Martin J. Whitman School of Management
BS, Marketing

James Capezio, CPA James Capezio, CPA Greater New York City Area Details
James Capezio, CPA's Rothstein Kass Experience 2005 - 2009
Job Assistant Vice President of Financial Reporting at Usbancorp Fund Services, LLC
Industry Accounting
Experience
Usbancorp Fund Services, LLC (aquired AIS Fund Administration)   June 2010 - Present
AIS Fund Administration  June 2010 - October 2013
Rothstein Kass   2005 - 2009

Skills
Hedge Funds, Fund Of Funds, Tax, Fund Accounting, Budgets, Internal Controls, Auditing, Financial Statements, Financial Reporting, Accounting

Education
Montclair State University   1993 — 1998
B.S., Professional Accounting, Accounting

Belleville High School   1987 — 1991
HS Diploma, Colledge Prep/Accounting

Glenn Fisher Glenn Fisher Fort Lauderdale, Florida Details
Glenn Fisher's Rothstein Kass Experience July 2010 - June 2013
Job Managing Director, Grant Thornton
Industry Accounting
Experience
Grant Thornton LLP  September 2013 - Present
Rothstein Kass   July 2010 - June 2013
Daszkal Bolton LLP  June 2003 - August 2009

Skills
Corporate Tax, Partnership Taxation, International Tax, Tax Accounting, Income Tax, SEC filings, US GAAP, Tax, Accounting for Income..., Private Equity, CPA, GAAP, Auditing, Accounting, Tax Research, Financial Reporting

Education
New York University School of Law   1997 — 2000
Master of Laws (LLM), Taxation

New York Law School   1991 — 1994
Juris Doctor (J.D.), Law

Rider University
Bachelor's Degree, Accounting

Obioma Nwokeh Obioma Nwokeh Greater New York City Area Details
Obioma Nwokeh's Rothstein Kass Experience 2004 - 2009
Job Auditor at McGladrey & Pullen
Industry Financial Services
Experience
McGladrey & Pullen  February 2011 - October 2012
GSC Group  October 2009 - February 2011
Rothstein Kass   2004 - 2009
Mandelbaum and Mandelbaum   2003 - 2004

Skills
Internal Controls, SEC filings, Financial Reporting, Accounting, CPA, GAAP, US GAAP, Auditing, Sarbanes-Oxley Act, Tax Accounting, Tax, Financial Accounting, General Ledger, Financial Statements

Education
Montclair State University   1999 — 2003
Business Admistration, Accounting

Joanna Kowal Joanna Kowal Greater New York City Area Details
Joanna Kowal's Rothstein Kass Experience November 2005 - Present
Job Tax Manager Commercial Services
Industry Accounting
Experience
Rothstein Kass   November 2005 - Present
Mintz Rosenfeld   2003 - 2005
Sturcke & Associates   2001 - 2002

Skills
Partnership Taxation, Tax, Tax Accounting, Tax Research, Tax Preparation, GAAP, Tax Returns, Corporate Tax, Income Tax, International Tax, S Corporations, ProSystem fx Tax

Education
Montclair State University   1998 — 2002
Accounting

Rutgers, The State University of New Jersey - Rutgers Business School
MST, Taxation

Pam Rose Nemeth Pam Rose Nemeth Greater New York City Area Details
Pam Rose Nemeth's Rothstein Kass Experience December 2011 - June 2014
Job Senior Tax Associate
Industry Accounting
Experience
CohnReznick LLP  September 2015 - Present
KPMG US  July 2014 - September 2015
Rothstein Kass   December 2011 - June 2014
EisnerAmper LLP  February 2008 - May 2011
The Schonbraun McCann Group  November 2005 - February 2008
De Dietrich Process Systems, Inc.   February 2004 - November 2005

Skills
Tax Accounting, Corporate Tax, Partnership Taxation, Income Tax, Tax Preparation, International Tax, Tax Research, Tax Returns, Financial Reporting, Tax, GAAP, GoSystems, CPA, General Ledger, ProSystem fx Tax

Education
Nova Southeastern University   2010 — 2013
MST, Taxation

Mary Washington College   1999 — 2003
BS, Business, Accounting

Cynthia Amo (CPA) Cynthia Amo (CPA) Bloomfield, New Jersey Details
Cynthia Amo (CPA)'s Rothstein Kass Experience 2006 - 2009
Job Auditor at PricewaterhouseCoopers
Industry Accounting
Experience
PricewaterhouseCoopers  November 2010 - Present
Rothstein Kass   2006 - 2009

Skills
Sarbanes-Oxley Act, Financial Reporting, Internal Controls, US GAAP, Auditing

Education
Montclair State University   2008 — 2010
MBA, Finance and International Business

University at Albany, SUNY

Dhiraj Sharma, CPA Dhiraj Sharma, CPA Toronto, Canada Area Details
Dhiraj Sharma, CPA's Rothstein Kass Experience October 2006 - September 2010
Job Financial and Regulatory Reporting Citco (Canada), Inc.
Industry Accounting
Experience
Citco (Canada), Inc.   November 2010 - Present
Rothstein Kass   October 2006 - September 2010

Skills
US GAAP, Fund Accounting, Fund Of Funds, Auditing, GAAP, Accounting, Private Equity, Hedge Funds, IFRS, Tax, Financial Statements, Financial Reporting, Financial Services, Internal Controls

Education
Montclair State University   2002 — 2006
Bachelor's of Science, Finance and Accounting

Jorge Bonifaz Jorge Bonifaz Greater New York City Area Details
Jorge Bonifaz's Rothstein Kass Experience October 2007 - May 2009
Job Financial Analyst at The Blackstone Group
Industry Accounting
Experience
The Blackstone Group  September 2013 - Present
Deloitte  October 2011 - September 2013
SS&C Technologies  March 2010 - October 2011
Rothstein Kass   October 2007 - May 2009

Skills
Private Equity, Hedge Funds, Broker-Dealer, Fund Of Funds, Alternative Investments, Fund Accounting, Financial Reporting, Accounting, IFRS, GAAP, Auditing, Financial Accounting, Tax, US GAAP, Financial Analysis, External Audit, Financial Statements

Education
Montclair State University
B.S., Accounting, Finance & International Business

Karen Van Kat Karen Van Kat Greater New York City Area Details
Karen Van Kat's Rothstein Kass Experience January 1985 - February 1994
Job Accounting manager at Kinder Morgan
Industry Oil & Energy
Experience
Kinder Morgan  January 2003 - Present
M.J. Rudolph Corporation   February 1994 - December 2002
Rothstein Kass   January 1985 - February 1994

Skills
Variance Analysis, Accruals, General Ledger, Account Reconciliation, Gas, Project Management, Operations Management, Project Planning, Procurement, Oil & Gas, Budgets, Pipelines

Education
Montclair State University   1981 — 1985
Bachelor's degree, Accounting, Summa cum laude

Daniel Piasecki Daniel Piasecki Greater New York City Area Details
Daniel Piasecki's Rothstein Kass Experience October 2012 - June 2014
Job Senior Tax Associate at Rothstein Kass
Industry Accounting
Experience
KPMG US  July 2014 - Present
Rothstein Kass   October 2012 - June 2014
Rothstein Kass   January 2011 - September 2012
Gregg Bernicker & Assoc., PC, CPA's   June 2007 - June 2009

Skills
Accounting, Tax, GAAP, General Ledger, Tax Preparation, Financial Reporting, Financial Accounting, Financial Statements

Education
Monmouth University   2001 — 2006
BS, Accounting

Alvin Dimalanta Alvin Dimalanta Greater New York City Area Details
Alvin Dimalanta's Rothstein Kass Experience January 2013 - June 2014
Job Senior Audit Associate at KPMG US
Industry Accounting
Experience
KPMG US  July 2014 - Present
Rothstein Kass   January 2013 - June 2014
Rothstein Kass   January 2011 - April 2011
RINET Company, LLC  January 2010 - June 2010
Rothstein Kass   January 2009 - June 2009

Skills
Auditing, Financial Reporting, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Outlook, Accounting

Education
Northeastern University   2012 — 2012
Master of Science in Accounting, Accounting

Northeastern University   2007 — 2012
BSBA, Accounting

Kevan Bhatt Kevan Bhatt Greater New York City Area Details
Kevan Bhatt's Rothstein Kass Experience November 2010 - July 2012
Job Senior Consultant at TechWerxe
Industry Information Technology and Services
Experience
TechWerxe   July 2012 - Present
Rothstein Kass   November 2010 - July 2012
Rothstein Kass   2010 - 2012
Family Justice Center  May 2009 - August 2009
OpticNET Solutions   October 2008 - July 2009
Staples  September 2007 - September 2008
JPMorgan Chase  July 2006 - September 2006

Skills
Active Directory, Information Technology, Financial Analysis, Network Security, Networking, Operating Systems, Security, Servers, TCP/IP, Troubleshooting, XP, Windows 7, Windows, Visio, Windows XP, Computer Hardware, Hardware, Microsoft Office

Education
New Jersey Institute of Technology   2005 — 2010
BS, Information Technology; Network Security

New Jersey Institute of Technology
Information Technology - Network Security, Network Security

Boskey Shah Boskey Shah Aiken, South Carolina Details
Boskey Shah's Rothstein Kass Experience October 2007 - May 2013
Job Tax Accountant Supervisor at Rothstein Kass
Industry Accounting
Experience
Rothstein Kass   October 2007 - May 2013

Skills
Partnership Taxation, Tax Accounting, Tax Research, Internal Controls, Tax Returns, Corporate Tax

Education
Montclair State University
Bachelors, Accounting

Estee Levy Estee Levy New York, New York Details
Estee Levy's Rothstein Kass Experience 1995 - 2003
Job at Solas Capital Management LLC
Industry Financial Services
Experience
Solas Capital Management LLC   May 2011 - Present
Valmiki Capital Mangement   2005 - 2006
Northsound Capital, LLC   2003 - 2005
Rothstein Kass   1995 - 2003

Education
Fairleigh Dickinson University-College at Florham   2009 — 2011
Master of Science (MS), Taxation

Montclair State University   2001 — 2005
Bachelor of Science (BS), Accounting and Finance

Joe Dente Joe Dente Greater New York City Area Details
Joe Dente's Rothstein Kass Experience January 2012 - Present
Job Allocation Specialist at Rothstein Kass
Industry Financial Services
Experience
Rothstein Kass   January 2012 - Present
Northwestern Mutual Financial Network  June 2010 - January 2012

Education
Monmouth University   2006 — 2010
Bachelors, Finance

Chris Rassam Chris Rassam Greater New York City Area Details
Chris Rassam's Rothstein Kass Experience October 2003 - August 2006
Job Hedge Fund Accounting and Middle Office at Luminus Management, LLC
Industry Financial Services
Experience
Luminus Management, LLC   September 2008 - Present
Old Lane  August 2006 - September 2008
Rothstein Kass   October 2003 - August 2006

Skills
Accounting, Financial Services, Hedge Funds, Auditing, Fixed Income, Fund Of Funds, Analysis, Commodity, Credit, Derivatives, Equity Derivatives, Options, Valuation, Equities, Finance

Education
Muhlenberg College   1999 — 2003
Bachelors, Accounting / Finance

Koula Louros, CPA Koula Louros, CPA New York, New York Details
Koula Louros, CPA's Rothstein Kass Experience January 2011 - August 2013
Job Accounting Analyst at Millennium Partners
Industry Accounting
Experience
Millennium Partners  August 2013 - Present
Rothstein Kass   January 2011 - August 2013
Maidenform  October 2010 - December 2010

Education
Rutgers University-New Brunswick   2010 — 2010
Master of Accountancy

Lehigh University - College of Business and Economics   2006 — 2010
Bachelor of Science

Cidneye Busby Cidneye Busby Greater New York City Area Details
Cidneye Busby's Rothstein Kass Experience 1999 - 2000
Job Consultant
Industry Financial Services
Experience
Consultant  2013 - Present
Bloomberg  2007 - 2013
Computershare  2006 - 2007
David Landau & Associates, LLC   2005 - 2006
Friedman LLP  2004 - 2005
Radics & Co., LLC   2000 - 2004
Rothstein Kass   1999 - 2000

Skills
SOX, Compliance, Risk Assessment, Risk Management, Auditing, Risk, Policy, Internal Controls, Internal Audit, Accounting, COSO, SAS70, Process Improvement, Banking, External Audit, Business Continuity, Disaster Recovery, Sarbanes-Oxley Act, Financial Risk

Education
New York University   2008 — 2010
MS, Management and Systems/Enterprise Risk Management

City University of New York-Medgar Evers College   1995 — 1999
BS, Accounting

City University of New York-Medgar Evers College   1993 — 1995
AAS, Computer Applications

Jaclyn Ardus Jaclyn Ardus New York, New York Details
Jaclyn Ardus's Rothstein Kass Experience November 2009 - Present
Job Supervising Senior Financial Services Auditor at Rothstein Kass
Industry Accounting
Experience
Rothstein Kass   November 2009 - Present

Skills
Financial Statements, Hedge Funds, Financial Audits, Alternative Investments, Fund Of Funds, Financial Analysis, Financial Reporting, US GAAP

Education
Lehigh University - College of Business and Economics   2005 — 2009
Accounting

Phillips Exeter Academy   2001 — 2005

Frank Bonn Frank Bonn Dallas/Fort Worth Area Details
Frank Bonn's Rothstein Kass Experience November 2006 - September 2010
Job Consultant at Soloman Edwards Group, LLC
Industry Accounting
Experience
Soloman Edwards Group, LLC   January 2012 - Present
BDO USA, LLP  September 2010 - January 2012
Rothstein Kass   November 2006 - September 2010
Ernst & Young  June 1997 - November 2006

Education
New Mexico State University   1990 — 1993

Jarrett Ganan Jarrett Ganan Greater Los Angeles Area Details
Jarrett Ganan's Rothstein Kass Experience January 2013 - June 2014
Job Tax Manager at Nigro Karlin Segal Feldstein & Bolno
Industry Accounting
Experience
Nigro Karlin Segal Feldstein & Bolno  August 2015 - Present
Nigro Karlin Segal Feldstein & Bolno  July 2014 - July 2015
Rothstein Kass   January 2013 - June 2014
WTAS  July 2011 - January 2013
Delta Properties  January 2010 - July 2011
Blanchard, Krasner & French   May 2008 - August 2008
Delta Properties  May 2007 - August 2007
Delta Properties  May 2006 - August 2006
Protiviti  May 2005 - August 2005

Skills
Tax Compliance, Tax, Tax Accounting, Excel, Word, Compliance

Education
University of San Diego School of Law   2009 — 2009
Master of Laws (LLM), Taxation

University of San Diego School of Law   2006 — 2009
Doctor of Law (JD), Law

Loyola Marymount University   2002 — 2006
BS, Accounting

Loyola Marymount University, College of Business Administration   2002 — 2006
Bachelor of Arts (BA), Finance, General

Tim Klag Tim Klag Greater New York City Area Details
Tim Klag's Rothstein Kass Experience 1994 - 1996
Job Partner, Head Trader at HHR Asset Management, LLC
Industry Financial Services
Experience
HHR Asset Management, LLC   June 1997 - Present
Rothstein Kass   1994 - 1996
Grant Thornton  1994 - 1995

Education
Muhlenberg College   1990 — 1993
BA, Accounting

Cedar Ridge High School

Peter Samon Peter Samon Greater New York City Area Details
Peter Samon's Rothstein Kass Experience February 2011 - November 2011
Job Senior Tax Accountant at EY
Industry Accounting
Experience
EY  December 2013 - Present
Thomson Reuters  December 2012 - December 2013
Rothstein Kass   February 2011 - November 2011
US Trust  June 1978 - February 2011

Skills
Auditing, SEC filings, GAAP, US GAAP, Internal Controls, Accounting, CPA, Financial Reporting, Financial Accounting, Sarbanes-Oxley Act, Corporate Tax

Education
LIU Brooklyn   1971 — 1975
MBA, Accounting

Pace University   1965 — 1970
BA, History

Johnathan Lawrence Johnathan Lawrence Greater New York City Area Details
Johnathan Lawrence's Rothstein Kass Experience January 2008 - June 2008
Job Ambitious & selfmotivated professional with experience looking to further develop reporting and data analysis skills.
Industry Information Technology and Services
Experience
Fragomen, Del Rey, Bernsen & Loewy   November 2013 - Present
PVH  September 2013 - November 2013
PwC  April 2012 - April 2013
PwC  February 2011 - April 2012
JPMorgan Chase  January 2010 - May 2010
Northeastern University: Residential Life  January 2009 - December 2009
Northeastern University: Residential Life  November 2008 - December 2009
Rothstein Kass   January 2008 - June 2008
Northeastern University: Snell Library   September 2006 - August 2007

Skills
Auditing, Microsoft Excel, Data Analysis, Spreadsheets, Reporting Systems, Data Validation, Reporting & Analysis, Business Objects, Databases, Access, PowerPoint, Ad Hoc Reporting, Microsoft Word, Financial Services, Account Reconciliation, SQL, JavaScript, Lotus Notes, HTML, Outlook, Management, CRM, Leadership

Education
Northeastern University   2006 — 2009
Bachelor of Science, Business Administration; Accounting and Finance

Ilana Gutman, CPA Ilana Gutman, CPA New York, New York Details
Ilana Gutman, CPA's Rothstein Kass Experience November 2010 - October 2012
Job Accountant at Trevi Retail LLC
Industry Accounting
Experience
Hubb NYC Properties LLC   October 2012 - Present
Rothstein Kass   November 2010 - October 2012
Mutual of America  June 2009 - August 2009

Skills
Microsoft Excel, Outlook, Microsoft Word, Accounting, Financial Reporting, Microsoft Office, Financial Analysis, Auditing

Education
Muhlenberg College   2006 — 2010
Bachelor of Arts, Accounting and Finance

Neil Zelinski Neil Zelinski San Francisco Bay Area Details
Neil Zelinski's Rothstein Kass Experience June 1998 - December 2001
Job Financial Services Professional
Industry Financial Services
Experience
Ironwood Capital Management  January 2002 - September 2011
Rothstein Kass   June 1998 - December 2001

Education
Lehigh University - College of Business and Economics   1994 — 1998
B.S., Accounting

Matt Weidemoyer Matt Weidemoyer Greater Philadelphia Area Details
Matt Weidemoyer's Rothstein Kass Experience October 1997 - January 2000
Job Investor
Industry Financial Services
Experience
The Blackstone Group  January 2000 - January 2013
Rothstein Kass   October 1997 - January 2000
Chubb  June 1995 - October 1997

Skills
Valuation, Fixed Income, Financial Modeling, Portfolio Management, Asset Management, Equities, Trading, Investment Banking, Hedge Funds, Alternative Investments, Investments, Private Equity, Capital Markets, Asset Managment, Due Diligence, Bloomberg, Fund Of Funds

Education
Moravian College   1991 — 1995
BS, Accounting

Angelo Nevado Angelo Nevado West Orange, New Jersey Details
Angelo Nevado's Rothstein Kass Experience October 2007 - June 2009
Job Accountant
Industry Financial Services
Experience
Mondelēz International  July 2012 - Present
Clean Venture / Cycle Chem   July 2010 - July 2012
Rothstein Kass   October 2007 - June 2009

Skills
Exceptional analytical,..., High awareness of time..., Extensive work..., Intermediate work..., Proficient with MAS and..., Took a lead role in a..., Proud member of INROADS..., Accounting, Auditing, Fixed Assets, Accounts Payable, Payroll, Journal Entries, Accruals, Bank Reconciliation, Invoicing, Financial Audits, Microsoft Excel, Depreciation, Expenses, GAAP, US GAAP, General Ledger, Account Reconciliation, Variance Analysis, Revenue Recognition, Consolidation, Year End Accounts, Analysis, Software Documentation, Financial Analysis, Finance, Balance

Education
New Jersey City University   2001 — 2007
Bachelor of Applied Science (B.A.Sc.), Accounting

Josh Fairweather Josh Fairweather Totowa, New Jersey Details
Josh Fairweather's Rothstein Kass Experience October 2007 - November 2009
Job Premium Sales Accountant at Legends Hospitality
Industry Food & Beverages
Experience
Legends Hospitality  March 2012 - Present
Caesars Atlantic City  November 2009 - March 2012
Rothstein Kass   October 2007 - November 2009

Skills
General Ledger, Financial Statements, Financial Reporting, Accounting, Auditing, Financial Analysis, Internal Controls, GAAP

Education
Montclair State University   2003 — 2007
Bachelor of Science (BS), Accounting

Meghan DeSanto, CPA Meghan DeSanto, CPA New York, New York Details
Meghan DeSanto, CPA's Rothstein Kass Experience October 2007 - December 2012
Job Senior Fund Accountant at Renaissance Technologies LLC
Industry Accounting
Experience
Renaissance Technologies LLC  January 2013 - Present
Rothstein Kass   October 2007 - December 2012

Education
Lehigh University - College of Business and Economics   2003 — 2007
Bachelor of Science (BS), Accounting

KrisAnne Rosenzweig KrisAnne Rosenzweig West Orange, New Jersey Details
KrisAnne Rosenzweig's Rothstein Kass Experience October 2006 - April 2009
Job Senior Accountant at Viva International Group
Industry Apparel & Fashion
Experience
Stay at home mom  December 2014 - Present
Viva International Group  August 2010 - April 2015
Tronex Company  February 2010 - May 2010
Rothstein Kass   October 2006 - April 2009

Skills
Budgets, Forecasting, Microsoft Word, Microsoft Office, Auditing, Outlook, Microsoft Excel, Account Reconciliation, General Ledger, Financial Analysis, Accounting, Financial Reporting, Cash Flow, Internal Audit

Education
Montclair State University   2002 — 2006
Bachelor of Science (BS), Accounting

Nathan Baumgartner, CPA Nathan Baumgartner, CPA Louisville, Kentucky Area Details
Nathan Baumgartner, CPA's Rothstein Kass Experience November 2010 - May 2013
Job Law Student at Brandeis School of Law at the University of Louisville
Industry Accounting
Experience
Brandeis School of Law at the University of Louisville   Senior AssociateMountjoy Chilton Medley LLPJune 2013 - August 2014
Rothstein Kass   November 2010 - May 2013
Baker Tilly Virchow Krause, LLP  June 2009 - August 2009
Kroger  June 2008 - August 2008

Skills
GAAP, Hedge Funds, Fund Of Funds, Financial Reporting, Accounting, CPA, Auditing, Financial Statements, Microsoft Excel, CCH ProSystem fx, Microsoft Word

Education
Louis D. Brandeis School of Law at the University of Louisville   2014 — 2017

University of Notre Dame   2009 — 2010
Master of Science (MS), Accounting

University of Notre Dame   2005 — 2009
Bachelor of Business Administration (BBA), Accounting

Rosanny Vargas Rosanny Vargas Paterson, New Jersey Details
Rosanny Vargas's Rothstein Kass Experience 2010 - 2013
Job Accounting Professional
Industry Accounting
Experience
PBF Energy Company LLC   August 2013 - Present
Rothstein Kass   2010 - 2013

Education
Montclair State University
Bachelor of Science (BS), Business Administration/Accounting/Finance

Douglas Velasco Douglas Velasco Westfield, New Jersey Details
Douglas Velasco's Rothstein Kass Experience January 2014 - April 2014
Job Tax Associate at KPMG US
Industry Accounting
Experience
KPMG US  October 2014 - Present
Rothstein Kass   January 2014 - April 2014
MAIA  2006 - 2012

Skills
Microsoft Excel, Accounting, Microsoft Office, PowerPoint, Microsoft Word, Financial Accounting, Research, Financial Analysis, Social Networking

Education
Rutgers Business School   2013 — 2014
Masters of Accountancy, Accounting

Marist College   2009 — 2013
Bachelor of Science (B.S.), Accounting

Glenn Roe Glenn Roe Succasunna, New Jersey Details
Glenn Roe's Rothstein Kass Experience 1983 - 1985
Job Peer Review Manager at NJCPA
Industry Nonprofit Organization Management
Experience
New Jersey Society of CPAs  August 2014 - Present
County of Morris  April 1994 - July 2014
County of Morris  April 1987 - April 1994
Touche Ross and Co  1985 - April 1987
Rothstein Kass   1983 - 1985

Skills
Account Reconciliation, Budget Process, Operating Budgets, Capital Budgeting, Budget Monitoring, Department Budgeting, Business Process..., Customer Service, Claims Management, Microsoft Excel, General Ledger, Interviews, Microsoft Word, Labor Relations, Payroll, Accounts Payable, Payroll Taxes, Performance Appraisal, Youth Mentoring, Youth Ministry, Youth Development, Christian Ministry, Mentoring Of Staff

Education
Montclair State University
Bachelor of Science (BS), Accounting

Christina O'Grady Christina O'Grady Caldwell, New Jersey Details
Christina O'Grady's Rothstein Kass Experience November 2010 - Present
Job Audit Senior at Rothstein Kass
Industry Accounting
Experience
Rothstein Kass   November 2010 - Present

Education
Muhlenberg College   2006 — 2010
Bachelor of Arts (BA), Accounting and Finance

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