Rothstein Kass
Headquarters: Roseland, New Jersey, United States Founded: 1959 Parent organization: KPMG LLP Subsidiary: Rothstein Kass Business Advisory Services, LLC
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Rothstein Kass Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
WithumSmith+Brown December 2014 - Present
Rothstein Kass November 2011 - November 2014
Education
Muhlenberg College 2007 — 2011
Bachelor of Arts (B.A.), Accounting and Finance
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
East Air Corporation January 2007 - Present
Rothstein Kass August 1998 - December 2006
Education
Montclair State University 1978 — 1981
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Rothstein Kass January 2012 - Present
Northwestern Mutual Financial Network June 2010 - January 2012
Education
Monmouth University 2006 — 2010
Bachelors, Finance
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
PBF Energy Company LLC August 2013 - Present
Rothstein Kass 2010 - 2013
Education
Montclair State University
Bachelor of Science (BS), Business Administration/Accounting/Finance
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
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
Rothstein Kass November 2010 - Present
Education
Muhlenberg College 2006 — 2010
Bachelor of Arts (BA), Accounting and Finance