Rothstein Kass
Description
Headquarters: Roseland, New Jersey, United States Founded: 1959 Parent organization: KPMG LLP Subsidiary: Rothstein Kass Business Advisory Services, LLC
Rothstein Kass List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Rothstein Kass. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Rothstein Kass Salaries. You can even request information on how much does Rothstein Kass pay if you want to. Learn about salaries, pros and cons of working for Rothstein Kass directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
1,188 Rothstein Kass employees in database. Find out everything there's to know about Rothstein Kass employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Rothstein Kass Employees
Employee
Years
Job
Industry
Wen Zhou Wen Zhou's Rothstein Kass Experience November 2012 - November 2013
Job Experienced Associate at PwC
Industry Accounting
Experience
PwC December 2013 - Present
Rothstein Kass November 2012 - November 2013
Galleros Koh LLP February 2011 - December 2011
Rutgers University June 2010 - February 2011
Skills
GAAP, Auditing, US GAAP, Accounting, Financial Reporting, Financial Accounting, Financial Statements, Sarbanes-Oxley Act, General Ledger, Microsoft Excel, Accounts Receivable, Fixed Assets, Accounts Payable, External Audit, SEC filings, Financial Analysis
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2012
Master of Accounting, Accounting
Rutgers, The State University of New Jersey - Rutgers Business School 2007 — 2011
Bachelor of Science (BS), Accounting
PwC December 2013 - Present
Rothstein Kass November 2012 - November 2013
Galleros Koh LLP February 2011 - December 2011
Rutgers University June 2010 - February 2011
Skills
GAAP, Auditing, US GAAP, Accounting, Financial Reporting, Financial Accounting, Financial Statements, Sarbanes-Oxley Act, General Ledger, Microsoft Excel, Accounts Receivable, Fixed Assets, Accounts Payable, External Audit, SEC filings, Financial Analysis
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2012
Master of Accounting, Accounting
Rutgers, The State University of New Jersey - Rutgers Business School 2007 — 2011
Bachelor of Science (BS), Accounting
Talia Albano Talia Albano's Rothstein Kass Experience February 2014 - June 2014
Job Account Manager at JDJ Family Office Services
Industry Accounting
Experience
JDJ Family Office Services June 2014 - Present
Rothstein Kass February 2014 - June 2014
Cambridge Systematics April 2013 - February 2014
Cambridge Systematics July 2008 - March 2013
BNY Mellon May 2007 - January 2008
Skills
Accounts Receivable, Journal Entries, Account Reconciliation, Invoicing, Microsoft Excel, General Ledger, Monthly Close, Deltek, Payroll, ADP Payroll, Accounting, Financial Reporting, Accounts Payable, Cost Accounting, QuickBooks, Bookkeeping
Education
Roger Williams University 2004 — 2008
Bachelor of Science (BS), Accounting
JDJ Family Office Services June 2014 - Present
Rothstein Kass February 2014 - June 2014
Cambridge Systematics April 2013 - February 2014
Cambridge Systematics July 2008 - March 2013
BNY Mellon May 2007 - January 2008
Skills
Accounts Receivable, Journal Entries, Account Reconciliation, Invoicing, Microsoft Excel, General Ledger, Monthly Close, Deltek, Payroll, ADP Payroll, Accounting, Financial Reporting, Accounts Payable, Cost Accounting, QuickBooks, Bookkeeping
Education
Roger Williams University 2004 — 2008
Bachelor of Science (BS), Accounting
Kaitlin McLaughlin Kaitlin McLaughlin's Rothstein Kass Experience November 2008 - June 2014
Job Associate Designer at KPMG US
Industry Marketing and Advertising
Experience
KPMG US July 2014 - Present
Rothstein Kass November 2008 - June 2014
Rothstein Kass March 2008 - November 2008
World Internet Marketing, Inc. June 2006 - August 2006
Skills
Adobe Creative Suite, Microsoft Office, Microsoft Word, PowerPoint, Typography, Illustration, QuarkXPress, HTML, Branding & Identity, ExactTarget, Newsletters, Logo Design, Creative Direction
Education
Rowan University 2003 — 2007
Bachelor of Fine Arts (BFA), Graphic Design
KPMG US July 2014 - Present
Rothstein Kass November 2008 - June 2014
Rothstein Kass March 2008 - November 2008
World Internet Marketing, Inc. June 2006 - August 2006
Skills
Adobe Creative Suite, Microsoft Office, Microsoft Word, PowerPoint, Typography, Illustration, QuarkXPress, HTML, Branding & Identity, ExactTarget, Newsletters, Logo Design, Creative Direction
Education
Rowan University 2003 — 2007
Bachelor of Fine Arts (BFA), Graphic Design
Jill Nazzaro, PHR Jill Nazzaro, PHR's Rothstein Kass Experience April 2010 - June 2014
Job Manager HR Communications at KPMG
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass April 2010 - June 2014
Rothstein Kass October 2006 - April 2010
Skills
Accounting, GAAP, Talent Management, Financial Analysis, Microsoft Excel, Auditing, Financial Reporting, Financial Statements, US GAAP, Human Resources, CPA, Talent Acquisition, Financial Accounting, Management, Payroll, QuickBooks
Education
Rutgers University 2006 — 2007
Master's degree, Financial Accounting
Rutgers University 2002 — 2006
Bachelors, Accounting
KPMG US July 2014 - Present
Rothstein Kass April 2010 - June 2014
Rothstein Kass October 2006 - April 2010
Skills
Accounting, GAAP, Talent Management, Financial Analysis, Microsoft Excel, Auditing, Financial Reporting, Financial Statements, US GAAP, Human Resources, CPA, Talent Acquisition, Financial Accounting, Management, Payroll, QuickBooks
Education
Rutgers University 2006 — 2007
Master's degree, Financial Accounting
Rutgers University 2002 — 2006
Bachelors, Accounting
Morley Faller Morley Faller's Rothstein Kass Experience 2014 - 2014
Job Audit Associate at KPMG US
Industry Accounting
Experience
KPMG US October 2014 - Present
Rothstein Kass 2014 - 2014
Lone Pine Capital February 2013 - March 2013
Chimera Securities June 2012 - October 2012
Krasdale Foods, Inc. June 2011 - August 2011
Klingenstein, Fields June 2010 - August 2010
Education
Rutgers Graduate Business School 2013 — 2014
M.B.A., Professional Accounting
University of Michigan 2008 — 2012
Bachelor of Arts (B.A.), Economics
Scarsdale
KPMG US October 2014 - Present
Rothstein Kass 2014 - 2014
Lone Pine Capital February 2013 - March 2013
Chimera Securities June 2012 - October 2012
Krasdale Foods, Inc. June 2011 - August 2011
Klingenstein, Fields June 2010 - August 2010
Education
Rutgers Graduate Business School 2013 — 2014
M.B.A., Professional Accounting
University of Michigan 2008 — 2012
Bachelor of Arts (B.A.), Economics
Scarsdale
Shirin Patel Shirin Patel's Rothstein Kass Experience June 2012 - June 2014
Job Senior Tax Associate at KPMG US
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass June 2012 - June 2014
Rothstein Kass January 2012 - April 2012
UBS Wealth Management April 2011 - December 2011
Skills
Tax, Hedge Funds, High Net Worth..., Management Companies, Private Equity, Tax Accounting, GAAP, US GAAP, Partnership Taxation, Financial Statements, Income Tax, Tax Research, Journal Entries, Tax Preparation
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2006 — 2010
Bachelor's Degree, Accounting and Finance
KPMG US July 2014 - Present
Rothstein Kass June 2012 - June 2014
Rothstein Kass January 2012 - April 2012
UBS Wealth Management April 2011 - December 2011
Skills
Tax, Hedge Funds, High Net Worth..., Management Companies, Private Equity, Tax Accounting, GAAP, US GAAP, Partnership Taxation, Financial Statements, Income Tax, Tax Research, Journal Entries, Tax Preparation
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2006 — 2010
Bachelor's Degree, Accounting and Finance
Yasar Anjum Yasar Anjum's Rothstein Kass Experience January 2014 - March 2014
Job Audit Associate at KPMG US
Industry Financial Services
Experience
KPMG US October 2014 - Present
Rothstein Kass January 2014 - March 2014
New Jersey Books August 2009 - September 2013
Advanced Health Media (AHM) March 2013 - June 2013
HFP Capital Markets March 2012 - June 2012
New Jersey Performing Arts Center September 2010 - January 2011
Skills
Financial Analysis, Marketing Management, Microsoft Excel, Microsoft Word, Stocks, Stock Market Analysis, Marketing Strategy, Leadership, Sales, Market Research, Access, Time Management, Teamwork, Public Speaking, Marketing
Education
Rutgers Graduate Business School 2013 — 2014
Master of Business Administration (MBA), Accounting
Rutgers, The State University of New Jersey - Rutgers Business School 2008 — 2012
Bachelor of Arts, Finance and Marketing
KPMG US October 2014 - Present
Rothstein Kass January 2014 - March 2014
New Jersey Books August 2009 - September 2013
Advanced Health Media (AHM) March 2013 - June 2013
HFP Capital Markets March 2012 - June 2012
New Jersey Performing Arts Center September 2010 - January 2011
Skills
Financial Analysis, Marketing Management, Microsoft Excel, Microsoft Word, Stocks, Stock Market Analysis, Marketing Strategy, Leadership, Sales, Market Research, Access, Time Management, Teamwork, Public Speaking, Marketing
Education
Rutgers Graduate Business School 2013 — 2014
Master of Business Administration (MBA), Accounting
Rutgers, The State University of New Jersey - Rutgers Business School 2008 — 2012
Bachelor of Arts, Finance and Marketing
Michael Chiodo Michael Chiodo's Rothstein Kass Experience October 2005 - August 2008
Job Manager at FD Fund Administration
Industry Investment Management
Experience
FD Fund Administration October 2013 - Present
Hunt Companies August 2008 - October 2013
Capmark August 2008 - March 2010
Rothstein Kass October 2005 - August 2008
Skills
GAAP, Due Diligence, Financial Analysis, Financial Reporting, Accounting, Internal Controls, Auditing, Financial Modeling, Tax, Valuation, US GAAP, Financial Accounting, Investments, Sarbanes-Oxley Act, Private Equity, Forecasting, Real Estate Private..., Asset Management
Education
Penn State University 2001 — 2005
BS, Accounting
FD Fund Administration October 2013 - Present
Hunt Companies August 2008 - October 2013
Capmark August 2008 - March 2010
Rothstein Kass October 2005 - August 2008
Skills
GAAP, Due Diligence, Financial Analysis, Financial Reporting, Accounting, Internal Controls, Auditing, Financial Modeling, Tax, Valuation, US GAAP, Financial Accounting, Investments, Sarbanes-Oxley Act, Private Equity, Forecasting, Real Estate Private..., Asset Management
Education
Penn State University 2001 — 2005
BS, Accounting
Joseph Maiello, CPA Joseph Maiello, CPA's Rothstein Kass Experience November 2010 - November 2011
Job Financial Services
Industry Accounting
Experience
Deutsche Bank Asset and Wealth Management November 2013 - Present
Deloitte November 2011 - October 2013
Rothstein Kass November 2010 - November 2011
Auxiliary Police October 2009 - May 2010
Rothstein, Kass & Company June 2009 - August 2009
Skills
Tax Research, Finance, SEC filings, IT Audit, CPA, Process Improvement, US GAAP, Corporate Finance, Data Analysis, Financial Modeling, Internal Controls, Business Process..., Strategic Financial..., Access, Financial Statements, GAAP
Education
Penn State University 2006 — 2010
Bachelor of Science, Accounting
Monsignor Farrell
Deutsche Bank Asset and Wealth Management November 2013 - Present
Deloitte November 2011 - October 2013
Rothstein Kass November 2010 - November 2011
Auxiliary Police October 2009 - May 2010
Rothstein, Kass & Company June 2009 - August 2009
Skills
Tax Research, Finance, SEC filings, IT Audit, CPA, Process Improvement, US GAAP, Corporate Finance, Data Analysis, Financial Modeling, Internal Controls, Business Process..., Strategic Financial..., Access, Financial Statements, GAAP
Education
Penn State University 2006 — 2010
Bachelor of Science, Accounting
Monsignor Farrell
Nadia Hristova Nadia Hristova's Rothstein Kass Experience February 2006 - October 2008
Job looking for a job in a public accounting firm
Industry Accounting
Experience
Widener University 2009 - 2013
EY July 2010 - June 2011
KPMG US May 2009 - April 2010
Rothstein Kass February 2006 - October 2008
Deloitte November 2004 - December 2005
BNY Mellon May 2000 - October 2004
Skills
Microsoft Office
Education
Widener University 2009 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.4
Widener University 2003 — 2004
Master of science, Taxation, 3.9
Rutgers University – Camden 1999 — 2001
Bachelor of Science (BS), Finance, General, 3.4
Widener University 2009 - 2013
EY July 2010 - June 2011
KPMG US May 2009 - April 2010
Rothstein Kass February 2006 - October 2008
Deloitte November 2004 - December 2005
BNY Mellon May 2000 - October 2004
Skills
Microsoft Office
Education
Widener University 2009 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.4
Widener University 2003 — 2004
Master of science, Taxation, 3.9
Rutgers University – Camden 1999 — 2001
Bachelor of Science (BS), Finance, General, 3.4
Elana Vasi, CPO® Elana Vasi, CPO®'s Rothstein Kass Experience August 2012 - June 2014
Job Manager at JDJ Family Office Services
Industry Financial Services
Experience
JDJ Family Office Services June 2014 - Present
St. Mary's & St. Timothy's Catholic Churches September 2004 - January 2015
Rothstein Kass August 2012 - June 2014
JDJ Resources May 2006 - July 2012
Trinity Repertory Company August 2005 - May 2006
Skills
Event Planning, Microsoft Office, Administrative Support, Providing family office..., Organization, Office Management, Payroll, Family Office, Executive..., Travel Arrangements, Household, Concierge Services, Administrative...
Education
Providence College 2001 — 2005
Bachelor of Arts (BA)
National Association of Professional Organizers
Certified Professional Organizer
JDJ Family Office Services June 2014 - Present
St. Mary's & St. Timothy's Catholic Churches September 2004 - January 2015
Rothstein Kass August 2012 - June 2014
JDJ Resources May 2006 - July 2012
Trinity Repertory Company August 2005 - May 2006
Skills
Event Planning, Microsoft Office, Administrative Support, Providing family office..., Organization, Office Management, Payroll, Family Office, Executive..., Travel Arrangements, Household, Concierge Services, Administrative...
Education
Providence College 2001 — 2005
Bachelor of Arts (BA)
National Association of Professional Organizers
Certified Professional Organizer
Burak Kaplan, CPA, MST Burak Kaplan, CPA, MST's Rothstein Kass Experience October 2008 - July 2013
Job Senior Manager at KPMG US
Industry Accounting
Experience
KPMG US October 2014 - Present
PwC July 2013 - November 2014
Rothstein Kass October 2008 - July 2013
Automotive Products July 2003 - May 2008
Skills
International Tax, Financial Statements, Customer Service, Account Reconciliation, Invoicing, Tax, Tax Accounting, Tax Research, Partnership Taxation, Financial Services, Tax Returns, Income Tax, GAAP, CPA, Tax Preparation
Education
Rutgers Graduate Business School 2012 — 2013
Master of Accountancy, Taxation
Rutgers University 2003 — 2008
BS, Accounting
Montville Township High School 1999 — 2003
KPMG US October 2014 - Present
PwC July 2013 - November 2014
Rothstein Kass October 2008 - July 2013
Automotive Products July 2003 - May 2008
Skills
International Tax, Financial Statements, Customer Service, Account Reconciliation, Invoicing, Tax, Tax Accounting, Tax Research, Partnership Taxation, Financial Services, Tax Returns, Income Tax, GAAP, CPA, Tax Preparation
Education
Rutgers Graduate Business School 2012 — 2013
Master of Accountancy, Taxation
Rutgers University 2003 — 2008
BS, Accounting
Montville Township High School 1999 — 2003
Kimberly Bolton Kimberly Bolton's Rothstein Kass Experience August 2012 - June 2014
Job Bookkeeper at JDJ Family Office Services
Industry Financial Services
Experience
JDJ Family Office Services June 2014 - Present
The First Universalist Church in Providence, RI January 2013 - Present
Rothstein Kass August 2012 - June 2014
JDJ Resources December 2011 - July 2012
St. Mary's Church March 2008 - June 2012
Crown Optical/ Essilor April 2009 - August 2011
Rhode Island College September 2004 - June 2008
Skills
Microsoft Office, Excel, Word, Assembly, Music, Records Management, QuickBooks, Citrix, Microsoft Word, Microsoft Excel
Education
Rhode Island College 2004 — 2008
Music BA, Voice
Johnston Senior High School
Johnston Senior High School
JDJ Family Office Services June 2014 - Present
The First Universalist Church in Providence, RI January 2013 - Present
Rothstein Kass August 2012 - June 2014
JDJ Resources December 2011 - July 2012
St. Mary's Church March 2008 - June 2012
Crown Optical/ Essilor April 2009 - August 2011
Rhode Island College September 2004 - June 2008
Skills
Microsoft Office, Excel, Word, Assembly, Music, Records Management, QuickBooks, Citrix, Microsoft Word, Microsoft Excel
Education
Rhode Island College 2004 — 2008
Music BA, Voice
Johnston Senior High School
Johnston Senior High School
Patrick McDowell III Patrick McDowell III's Rothstein Kass Experience October 2012 - July 2014
Job Senior Associate at KPMG US
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass October 2012 - July 2014
The Mercadien Group July 2011 - August 2011
Rothstein Kass January 2011 - April 2011
Skills
Auditing, Hedge Funds, Microsoft Excel, Partnership Accounting, Accounting, Financial Reporting, GAAP, Financial Accounting, Financial Statements, US GAAP, Financial Analysis, General Ledger, Journal Entries, CCH ProSystem fx, Microsoft Office
Education
Rider University 2007 — 2011
BS, Accounting
KPMG US July 2014 - Present
Rothstein Kass October 2012 - July 2014
The Mercadien Group July 2011 - August 2011
Rothstein Kass January 2011 - April 2011
Skills
Auditing, Hedge Funds, Microsoft Excel, Partnership Accounting, Accounting, Financial Reporting, GAAP, Financial Accounting, Financial Statements, US GAAP, Financial Analysis, General Ledger, Journal Entries, CCH ProSystem fx, Microsoft Office
Education
Rider University 2007 — 2011
BS, Accounting
John F. Bonner, Attorney, CPA, CFA's Rothstein Kass Experience 2007 - 2010
Job A Compliance and Advisory Professional
Industry Financial Services
Experience
Joseph P. Melvin Company, LLC October 2013 - December 2014
Volunteer 2013 - 2013
Delaware County Court of Common Pleas May 2012 - August 2012
Philadelphia Court of Common Pleas June 2011 - August 2011
Rothstein Kass 2007 - 2010
Avalon Beach Patrol 2001 - 2002
Skills
Financial Reporting, Tax, Estate Planning, Real Estate, Alternative Investments, Financial Accounting, Auditing, Financial Analysis, Partnership Taxation, Financial Services, CPA, SEC filings, Finance, Valuation, Tax Preparation, Hedge Funds
Education
Cardinal O'Hara High School
Penn State University
B.S., Accounting
St. Aloysius Academy Elementary School
Temple University - James E. Beasley School of Law
Doctor of Law (JD), Law
Temple University - James E. Beasley School of Law
LLM Candidate
Joseph P. Melvin Company, LLC October 2013 - December 2014
Volunteer 2013 - 2013
Delaware County Court of Common Pleas May 2012 - August 2012
Philadelphia Court of Common Pleas June 2011 - August 2011
Rothstein Kass 2007 - 2010
Avalon Beach Patrol 2001 - 2002
Skills
Financial Reporting, Tax, Estate Planning, Real Estate, Alternative Investments, Financial Accounting, Auditing, Financial Analysis, Partnership Taxation, Financial Services, CPA, SEC filings, Finance, Valuation, Tax Preparation, Hedge Funds
Education
Cardinal O'Hara High School
Penn State University
B.S., Accounting
St. Aloysius Academy Elementary School
Temple University - James E. Beasley School of Law
Doctor of Law (JD), Law
Temple University - James E. Beasley School of Law
LLM Candidate
Eric Lebovitch Eric Lebovitch's Rothstein Kass Experience January 2013 - March 2013
Job KPMG Accountant
Industry Accounting
Experience
KPMG October 2014 - Present
EMSAR - Equipment Management Service and Repair December 2013 - April 2014
Rothstein Kass January 2013 - March 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Social Media, Facebook, Time Management, Accounting, GAAP, Leadership, Research, Editing
Education
Rider University
KPMG October 2014 - Present
EMSAR - Equipment Management Service and Repair December 2013 - April 2014
Rothstein Kass January 2013 - March 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Photoshop, Social Media, Facebook, Time Management, Accounting, GAAP, Leadership, Research, Editing
Education
Rider University
Robert Rosati Robert Rosati's Rothstein Kass Experience January 2014 - April 2014
Job Financial Services Tax Associate at KPMG
Industry Accounting
Experience
KPMG US January 2015 - Present
KPMG US January 2015 - Present
Rothstein Kass January 2014 - April 2014
Rothstein Kass January 2013 - March 2013
Robert Small & Associates, LLC January 2012 - December 2012
PNC August 2010 - December 2012
Skills
Microsoft Excel, Microsoft Word, Accounting, Financial Analysis, Tax, Access, PowerPoint, Auditing, Financial Reporting, Time Management
Education
Rider University 2014 — 2014
Master's Degree, Accounting
Rider University 2010 — 2013
Bachelor of Science (BS), Accounting
KPMG US January 2015 - Present
KPMG US January 2015 - Present
Rothstein Kass January 2014 - April 2014
Rothstein Kass January 2013 - March 2013
Robert Small & Associates, LLC January 2012 - December 2012
PNC August 2010 - December 2012
Skills
Microsoft Excel, Microsoft Word, Accounting, Financial Analysis, Tax, Access, PowerPoint, Auditing, Financial Reporting, Time Management
Education
Rider University 2014 — 2014
Master's Degree, Accounting
Rider University 2010 — 2013
Bachelor of Science (BS), Accounting
Aimee Willsey Aimee Willsey's Rothstein Kass Experience January 2014 - June 2014
Job Senior Audit Associate at KPMG
Industry Accounting
Experience
KPMG US July 2015 - Present
KPMG US July 2014 - July 2015
Rothstein Kass January 2014 - June 2014
Ernst & Young June 2012 - December 2013
Chatterbox Drive-In June 2007 - September 2012
Skills
Accounting, Microsoft Excel, Microsoft Word, Access, Time Management, Organized, Analytical, Team worker, Microsoft Office, PowerPoint, Outlook, Fast Learner, Spanish, Spreadsheets, Data Entry, Customer Service, Auditing, GAAP, Master Data Management, PMO, Teamwork
Education
Ramapo College of New Jersey 2008 — 2012
Bachelor of Science, Accounting
Universidad de Deusto 2011 — 2011
N/A
Sussex County Community College 2008 — 2010
A.S., Accounting
KPMG US July 2015 - Present
KPMG US July 2014 - July 2015
Rothstein Kass January 2014 - June 2014
Ernst & Young June 2012 - December 2013
Chatterbox Drive-In June 2007 - September 2012
Skills
Accounting, Microsoft Excel, Microsoft Word, Access, Time Management, Organized, Analytical, Team worker, Microsoft Office, PowerPoint, Outlook, Fast Learner, Spanish, Spreadsheets, Data Entry, Customer Service, Auditing, GAAP, Master Data Management, PMO, Teamwork
Education
Ramapo College of New Jersey 2008 — 2012
Bachelor of Science, Accounting
Universidad de Deusto 2011 — 2011
N/A
Sussex County Community College 2008 — 2010
A.S., Accounting
Chris Condon Chris Condon's Rothstein Kass Experience October 2013 - July 2014
Job Senior Tax Associate Alternative Investments
Industry Accounting
Experience
KPMG July 2014 - Present
Rothstein Kass October 2013 - July 2014
PwC June 2013 - October 2013
Rothstein Kass November 2010 - June 2013
Skills
Accounting, Tax, Tax Preparation, Financial Accounting, Financial Analysis, Tax Accounting, Tax Returns, QuickBooks, Fund Of Funds, Financial Reporting, US GAAP, GAAP, Financial Services, Cost Accounting, Financial Statements, Hedge Funds, SEC filings, Partnership Taxation, GoSystems, Private Equity, Fund Accounting
Education
Rutgers Business School 2009 — 2010
MBA, Accounting
KPMG July 2014 - Present
Rothstein Kass October 2013 - July 2014
PwC June 2013 - October 2013
Rothstein Kass November 2010 - June 2013
Skills
Accounting, Tax, Tax Preparation, Financial Accounting, Financial Analysis, Tax Accounting, Tax Returns, QuickBooks, Fund Of Funds, Financial Reporting, US GAAP, GAAP, Financial Services, Cost Accounting, Financial Statements, Hedge Funds, SEC filings, Partnership Taxation, GoSystems, Private Equity, Fund Accounting
Education
Rutgers Business School 2009 — 2010
MBA, Accounting
Abbas Fatakdawala's Rothstein Kass Experience January 2014 - April 2014
Job Staff Accountant at Kids Preferred
Industry Accounting
Experience
Kids Preferred May 2014 - Present
L'Oréal April 2014 - May 2014
Rothstein Kass January 2014 - April 2014
Kumar B. Trivedi CPA LLC January 2011 - March 2012
Skills
QuickBooks, Microsoft Excel, Fixed Asset Depreciation, Microsoft Word, Journal Entries, ProSystem fx Tax, GoSystems, CCH ProSystem fx, Consolidated Financial..., Lacerate Professional..., CFS Payroll System, Amortization Schedules, Consolidated Returns, Mac OS, Bookkeeping, Data Entry, Bank Reconciliation, Tax Research, Payroll, Financial Statements, Tax Returns, Accounts Payable, Account Reconciliation, Accounting, Financial Reporting, Microsoft Office, Auditing
Education
Rutgers Business School 2009 — 2013
Bachelor's of Science, Accounting
Kids Preferred May 2014 - Present
L'Oréal April 2014 - May 2014
Rothstein Kass January 2014 - April 2014
Kumar B. Trivedi CPA LLC January 2011 - March 2012
Skills
QuickBooks, Microsoft Excel, Fixed Asset Depreciation, Microsoft Word, Journal Entries, ProSystem fx Tax, GoSystems, CCH ProSystem fx, Consolidated Financial..., Lacerate Professional..., CFS Payroll System, Amortization Schedules, Consolidated Returns, Mac OS, Bookkeeping, Data Entry, Bank Reconciliation, Tax Research, Payroll, Financial Statements, Tax Returns, Accounts Payable, Account Reconciliation, Accounting, Financial Reporting, Microsoft Office, Auditing
Education
Rutgers Business School 2009 — 2013
Bachelor's of Science, Accounting
Hadley Cook's Rothstein Kass Experience November 2011 - August 2013
Job Accounting and Operations at Hedge Fund (Undisclosed)
Industry Accounting
Experience
Hedge Fund (Undisclosed) August 2013 - Present
Rothstein Kass November 2011 - August 2013
Rothstein Kass January 2010 - March 2011
The Childrens Place March 2010 - April 2010
Skills
Accounting, Hedge Funds, Auditing, Alternative Investments, Financial Services, Customer Service, Financial Reporting, Financial Analysis, Financial Accounting, QuickBooks, Microsoft Excel, Valuation, Economics, Finance, GAAP, Private Equity
Education
Seton Hall University 2010 — 2011
M.S, Accounting
Richmond, The American International University in London 2007 — 2009
BA, International Business
Hedge Fund (Undisclosed) August 2013 - Present
Rothstein Kass November 2011 - August 2013
Rothstein Kass January 2010 - March 2011
The Childrens Place March 2010 - April 2010
Skills
Accounting, Hedge Funds, Auditing, Alternative Investments, Financial Services, Customer Service, Financial Reporting, Financial Analysis, Financial Accounting, QuickBooks, Microsoft Excel, Valuation, Economics, Finance, GAAP, Private Equity
Education
Seton Hall University 2010 — 2011
M.S, Accounting
Richmond, The American International University in London 2007 — 2009
BA, International Business
Brent Blaze Brent Blaze's Rothstein Kass Experience 2000 - 2005
Job SVP at CITI
Industry Accounting
Experience
Citi Hedge Fund Services North America Inc. June 2000 - Present
BISYS Fund Services 2006 - 2007
Rothstein Kass 2000 - 2005
Skills
Fund Of Funds, Hedge Funds, Alternative Investments, Fund Accounting, Private Equity, Accounting, Valuation, Audit, Tax, Financial Services, Fund Administration, Due Diligence, Equities, Derivatives, Middle Office, Options, Swaps, Financial Risk, Corporate Actions, Equity Derivatives, Back Office, Auditing, Investments
Education
Rutgers, The State University of New Jersey-Newark 2001 — 2006
MBA, Accounting/Finance
Rutgers University-New Brunswick 2001 — 2005
Rutgers University-New Brunswick 1996 — 2000
Citi Hedge Fund Services North America Inc. June 2000 - Present
BISYS Fund Services 2006 - 2007
Rothstein Kass 2000 - 2005
Skills
Fund Of Funds, Hedge Funds, Alternative Investments, Fund Accounting, Private Equity, Accounting, Valuation, Audit, Tax, Financial Services, Fund Administration, Due Diligence, Equities, Derivatives, Middle Office, Options, Swaps, Financial Risk, Corporate Actions, Equity Derivatives, Back Office, Auditing, Investments
Education
Rutgers, The State University of New Jersey-Newark 2001 — 2006
MBA, Accounting/Finance
Rutgers University-New Brunswick 2001 — 2005
Rutgers University-New Brunswick 1996 — 2000
David Shanosky David Shanosky's Rothstein Kass Experience August 1989 - August 1991
Job ★ AVP, Eastern Region Manager ★Production Underwriter delivering profitable growth with Strength, Service and Expertise!
Industry Insurance
Experience
RLI Insurance Company January 2008 - Present
Chubb Group of Insurance Companies February 2002 - February 2008
CNA Insurance Company July 1996 - January 2002
Aon February 1993 - July 1996
Rothstein Kass August 1989 - August 1991
Skills
Reinsurance, Commercial Insurance, Property & Casualty..., Professional Liability, Employment Practices..., Underwriting, Liability, Risk Management, Excess, D&O, Claim, Casualty, Insurance, Legal Liability, Brokers, Casualty Insurance
Education
University of North Texas 1991 — 1992
MBA, Risk Management and Insurance
Rutgers, The State University of New Jersey - Rutgers Business School 1985 — 1989
BS, Accounting
St. Peter's High School, New Brunswick, NJ 1981 — 1985
RLI Insurance Company January 2008 - Present
Chubb Group of Insurance Companies February 2002 - February 2008
CNA Insurance Company July 1996 - January 2002
Aon February 1993 - July 1996
Rothstein Kass August 1989 - August 1991
Skills
Reinsurance, Commercial Insurance, Property & Casualty..., Professional Liability, Employment Practices..., Underwriting, Liability, Risk Management, Excess, D&O, Claim, Casualty, Insurance, Legal Liability, Brokers, Casualty Insurance
Education
University of North Texas 1991 — 1992
MBA, Risk Management and Insurance
Rutgers, The State University of New Jersey - Rutgers Business School 1985 — 1989
BS, Accounting
St. Peter's High School, New Brunswick, NJ 1981 — 1985
Daniella Savarese Daniella Savarese's Rothstein Kass Experience August 2013 - August 2013
Job Finance Intern at Datacolor
Industry Accounting
Experience
Datacolor May 2015 - Present
WithumSmith+Brown January 2015 - April 2015
Janssen, Pharmaceutical Companies of Johnson and Johnson June 2014 - January 2015
Target October 2011 - March 2014
Rothstein Kass August 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, Customer Service, Time Management, PowerPoint, Microsoft Word, Accounting, Teamwork, Access, Team Building, Finance, Cashiering, Spreadsheets, Customer Satisfaction, Financial Analysis, Data Analysis, Leadership, Public Speaking, Research, Telephone Skills
Education
Rider University 2012 — 2016
Bachelor of Science (BS), Accounting and Finance
Datacolor May 2015 - Present
WithumSmith+Brown January 2015 - April 2015
Janssen, Pharmaceutical Companies of Johnson and Johnson June 2014 - January 2015
Target October 2011 - March 2014
Rothstein Kass August 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, Customer Service, Time Management, PowerPoint, Microsoft Word, Accounting, Teamwork, Access, Team Building, Finance, Cashiering, Spreadsheets, Customer Satisfaction, Financial Analysis, Data Analysis, Leadership, Public Speaking, Research, Telephone Skills
Education
Rider University 2012 — 2016
Bachelor of Science (BS), Accounting and Finance
Danielle Aliparo's Rothstein Kass Experience January 2014 - April 2014
Job Audit Associate
Industry Higher Education
Experience
BDO USA, LLP September 2014 - Present
Aliparo & Associates January 2009 - Present
Rutgers University September 2013 - August 2014
Rothstein Kass January 2014 - April 2014
Travel Advocates May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, QuickBooks, Accounting, Financial Accounting, Auditing, General Ledger, Access, Accounts Payable, Microsoft Office, Outlook, Financial Analysis, Financial Reporting, Accounts Receivable, Data Entry, Data Analysis, Account Reconciliation, Research, ProSeries, CCH ProSystem fx, Microsoft CRM
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2014
Master's degree, Masters in Financial Accounting
Rutgers, The State University of New Jersey-Newark 2011 — 2013
Bachelor of Science, Accounting
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2011
Masters in Financial Accounting, Accounting
BDO USA, LLP September 2014 - Present
Aliparo & Associates January 2009 - Present
Rutgers University September 2013 - August 2014
Rothstein Kass January 2014 - April 2014
Travel Advocates May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, QuickBooks, Accounting, Financial Accounting, Auditing, General Ledger, Access, Accounts Payable, Microsoft Office, Outlook, Financial Analysis, Financial Reporting, Accounts Receivable, Data Entry, Data Analysis, Account Reconciliation, Research, ProSeries, CCH ProSystem fx, Microsoft CRM
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2014
Master's degree, Masters in Financial Accounting
Rutgers, The State University of New Jersey-Newark 2011 — 2013
Bachelor of Science, Accounting
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2011
Masters in Financial Accounting, Accounting
Corey Wu Corey Wu's Rothstein Kass Experience January 2014 - April 2014
Job Accountant Assistant at EMSAR
Industry Accounting
Experience
KPMG US 2015 - Present
EMSAR - Equipment Management Service and Repair May 2013 - Present
Beta Alpha Psi - Kappa Epsilon Chapter - Rider University May 2013 - Present
Rothstein Kass January 2014 - April 2014
Wills, Owens & Baker, P.C. February 2013 - April 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Time Management, Accounting, Financial Accounting, Tax
Education
Rider University 2014 — 2015
Master of Accountancy, Accounting
Rider University 2010 — 2014
Bachelor of Business Administration (BBA), Accounting
KPMG US 2015 - Present
EMSAR - Equipment Management Service and Repair May 2013 - Present
Beta Alpha Psi - Kappa Epsilon Chapter - Rider University May 2013 - Present
Rothstein Kass January 2014 - April 2014
Wills, Owens & Baker, P.C. February 2013 - April 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Time Management, Accounting, Financial Accounting, Tax
Education
Rider University 2014 — 2015
Master of Accountancy, Accounting
Rider University 2010 — 2014
Bachelor of Business Administration (BBA), Accounting
Yi-Chang Lee, CPA Yi-Chang Lee, CPA's Rothstein Kass Experience October 2012 - November 2013
Job Assurance Senior Associate Asset Management
Industry Accounting
Experience
PwC December 2013 - Present
Rothstein Kass October 2012 - November 2013
ADP June 2011 - July 2012
Warner Music Group January 2011 - May 2011
ATA CPA Group January 2010 - April 2010
Skills
Financial Analysis, Accounting, Accounts Receivable, Accounts Payable, Financial Modeling, Excel, Word, Oracle, PowerPoint, Quickbooks, Access, SharePoint, Financial Accounting, Microsoft Word, CPA, Big 4, Financial Audits, Financial Reporting, US GAAP, Finance, GAAP, Financial Statements, External Audit, Assurance
Education
Rutgers Business School 2007 — 2012
Bachelor of science, Accounting & Finance
PwC December 2013 - Present
Rothstein Kass October 2012 - November 2013
ADP June 2011 - July 2012
Warner Music Group January 2011 - May 2011
ATA CPA Group January 2010 - April 2010
Skills
Financial Analysis, Accounting, Accounts Receivable, Accounts Payable, Financial Modeling, Excel, Word, Oracle, PowerPoint, Quickbooks, Access, SharePoint, Financial Accounting, Microsoft Word, CPA, Big 4, Financial Audits, Financial Reporting, US GAAP, Finance, GAAP, Financial Statements, External Audit, Assurance
Education
Rutgers Business School 2007 — 2012
Bachelor of science, Accounting & Finance
Anthony Manochio Anthony Manochio's Rothstein Kass Experience May 2007 - August 2009
Job Principal SEC Consultant Seasoned Professional with expertise in SEC Reporting and Technical Accounting
Industry Accounting
Experience
Etonien, LLC December 2013 - Present
Time Inc 2014 - 2014
Rothstein Kass May 2007 - August 2009
Global Crossing May 2003 - April 2007
AICPA May 2000 - April 2003
Scholastic December 1999 - April 2000
Tiffany & Co. November 1997 - October 1999
Skills
CPA, Diversified financial /..., Areas of expertise..., Team oriented, willing..., Seasoned professional..., Achieved significant..., Sarbanes-Oxley Act, Financial Reporting, SEC filings, Accounting, Internal Audit
Education
Rutgers University 1981 — 1986
BA Accounting, Accounting
Seton Hall Prep
Seton Hall Prep
Etonien, LLC December 2013 - Present
Time Inc 2014 - 2014
Rothstein Kass May 2007 - August 2009
Global Crossing May 2003 - April 2007
AICPA May 2000 - April 2003
Scholastic December 1999 - April 2000
Tiffany & Co. November 1997 - October 1999
Skills
CPA, Diversified financial /..., Areas of expertise..., Team oriented, willing..., Seasoned professional..., Achieved significant..., Sarbanes-Oxley Act, Financial Reporting, SEC filings, Accounting, Internal Audit
Education
Rutgers University 1981 — 1986
BA Accounting, Accounting
Seton Hall Prep
Seton Hall Prep
Ermal Pervizi Ermal Pervizi's Rothstein Kass Experience November 2013 - July 2014
Job Senior Audit Associate at KPMG US
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass November 2013 - July 2014
The Vitamin Shoppe October 2011 - September 2013
Gucci Group May 2011 - August 2011
Gucci Group January 2011 - May 2011
Skills
Tax Research, Accounting, Tax Accounting, Tax Preparation, Canadian Tax, Accounts Receivable, Hedge Funds, Auditing, Financial Accounting, Fund Of Funds, Alternative Investments, Financial Audits, US GAAP, GAAP, Financial Analysis, Financial Reporting, Internal Controls, Microsoft Excel
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2012 — 2014
Master of Science (M.S.), Accounting, 3.4 GPA
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2011
Bachelor of Science (B.S.), Accounting
KPMG US July 2014 - Present
Rothstein Kass November 2013 - July 2014
The Vitamin Shoppe October 2011 - September 2013
Gucci Group May 2011 - August 2011
Gucci Group January 2011 - May 2011
Skills
Tax Research, Accounting, Tax Accounting, Tax Preparation, Canadian Tax, Accounts Receivable, Hedge Funds, Auditing, Financial Accounting, Fund Of Funds, Alternative Investments, Financial Audits, US GAAP, GAAP, Financial Analysis, Financial Reporting, Internal Controls, Microsoft Excel
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2012 — 2014
Master of Science (M.S.), Accounting, 3.4 GPA
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2011
Bachelor of Science (B.S.), Accounting
David Hohlman, CPA's Rothstein Kass Experience October 2006 - June 2010
Job Controller at Tiger Veda
Industry Financial Services
Experience
Tiger Veda Management March 2014 - Present
Long Light Capital, LLC June 2011 - February 2014
Prisma Capital Partners June 2010 - June 2011
Rothstein Kass October 2006 - June 2010
Skills
Fund Of Funds, Hedge Funds, Alternative Investments, Accounting, Fund Accounting, Financial Accounting, Private Equity, Financial Reporting
Education
Penn State University 2002 — 2006
BS, Accounting
Tiger Veda Management March 2014 - Present
Long Light Capital, LLC June 2011 - February 2014
Prisma Capital Partners June 2010 - June 2011
Rothstein Kass October 2006 - June 2010
Skills
Fund Of Funds, Hedge Funds, Alternative Investments, Accounting, Fund Accounting, Financial Accounting, Private Equity, Financial Reporting
Education
Penn State University 2002 — 2006
BS, Accounting
Syed Murtaza Syed Murtaza's Rothstein Kass Experience November 2013 - June 2014
Job Experienced Assurance Associate at PwC
Industry Accounting
Experience
PwC December 2014 - Present
KPMG US July 2014 - December 2014
Rothstein Kass November 2013 - June 2014
Rothstein Kass January 2013 - April 2013
Drucker, Math & Whitman, P.C. January 2012 - May 2012
United Way of Central Jersey February 2012 - April 2012
Skills
Financial Reporting, IFRS, QuickBooks, ProSystem fx Tax, Audit Command Language, Microsoft Office, Access Database, HTML, SAP Business One, Visual Basic, Regression Analysis, Peachtree, Foreign Languages, Urdu, Persian, US GAAP, SEC filings, Auditing, Tax, GAAP, CPA
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2012 — 2014
Master of Science (M.S.), Financial Accounting
Rutgers, The State University of New Jersey - Rutgers Business School 2008 — 2012
Bachelors of Science, Accounting, Economics
PwC December 2014 - Present
KPMG US July 2014 - December 2014
Rothstein Kass November 2013 - June 2014
Rothstein Kass January 2013 - April 2013
Drucker, Math & Whitman, P.C. January 2012 - May 2012
United Way of Central Jersey February 2012 - April 2012
Skills
Financial Reporting, IFRS, QuickBooks, ProSystem fx Tax, Audit Command Language, Microsoft Office, Access Database, HTML, SAP Business One, Visual Basic, Regression Analysis, Peachtree, Foreign Languages, Urdu, Persian, US GAAP, SEC filings, Auditing, Tax, GAAP, CPA
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2012 — 2014
Master of Science (M.S.), Financial Accounting
Rutgers, The State University of New Jersey - Rutgers Business School 2008 — 2012
Bachelors of Science, Accounting, Economics
Tom Angell Tom Angell's Rothstein Kass Experience October 1983 - June 1995
Job Partner, Alternative Investments at KPMG US
Industry Accounting
Experience
WithumSmith+Brown October 2015 - Present
KPMG US July 2014 - September 2015
Rothstein Kass & Company, P.C. July 1995 - June 2014
Rothstein Kass October 1983 - June 1995
Skills
Business Process..., Strategic Planning, Accounting, Financial Reporting, Internal Controls, Financial Analysis, Auditing, Corporate Finance, Financial Accounting, GAAP, CPA, US GAAP, Income Tax, SEC filings, Business Valuation, Financial Statements, Corporate Tax
Education
Rutgers Graduate School of Management 1982 — 1987
MBA, Information systems
Rutgers, The State University of New Jersey-New Brunswick 1977 — 1981
Bachelor of Business Administration, Business Administration
WithumSmith+Brown October 2015 - Present
KPMG US July 2014 - September 2015
Rothstein Kass & Company, P.C. July 1995 - June 2014
Rothstein Kass October 1983 - June 1995
Skills
Business Process..., Strategic Planning, Accounting, Financial Reporting, Internal Controls, Financial Analysis, Auditing, Corporate Finance, Financial Accounting, GAAP, CPA, US GAAP, Income Tax, SEC filings, Business Valuation, Financial Statements, Corporate Tax
Education
Rutgers Graduate School of Management 1982 — 1987
MBA, Information systems
Rutgers, The State University of New Jersey-New Brunswick 1977 — 1981
Bachelor of Business Administration, Business Administration
Ashmeet Singh Ashmeet Singh'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
C. Wonder November 2013 - December 2013
The Museum of Modern Art August 2012 - April 2013
Old Navy May 2011 - March 2013
TTI Telecom March 2010 - September 2010
Rutgers University October 2008 - April 2010
Skills
Microsoft Excel, PeopleSoft, PowerPoint, Access, Microsoft Word, Microsoft Office, Customer Service, Accounting, Retail, Teamwork, Sales, Payroll, File Management, Sales Management, Customer Satisfaction, Fast Learner, HTML, Flow Charts, Outlook, Leadership, Time Management, Data Entry, Auditing
Education
Rutgers Graduate Business School 2013 — 2014
Master's degree, Accounting
Rutgers Business School 2007 — 2012
B.S, Accounting; Concentration in Management Information Systems
Rutgers, The State University of New Jersey-Newark
Rutgers, The State University of New Jersey-Newark
KPMG US October 2014 - Present
Rothstein Kass January 2014 - March 2014
C. Wonder November 2013 - December 2013
The Museum of Modern Art August 2012 - April 2013
Old Navy May 2011 - March 2013
TTI Telecom March 2010 - September 2010
Rutgers University October 2008 - April 2010
Skills
Microsoft Excel, PeopleSoft, PowerPoint, Access, Microsoft Word, Microsoft Office, Customer Service, Accounting, Retail, Teamwork, Sales, Payroll, File Management, Sales Management, Customer Satisfaction, Fast Learner, HTML, Flow Charts, Outlook, Leadership, Time Management, Data Entry, Auditing
Education
Rutgers Graduate Business School 2013 — 2014
Master's degree, Accounting
Rutgers Business School 2007 — 2012
B.S, Accounting; Concentration in Management Information Systems
Rutgers, The State University of New Jersey-Newark
Rutgers, The State University of New Jersey-Newark
Julio Cuevas Julio Cuevas's Rothstein Kass Experience January 2014 - April 2014
Job Audit Associate at KPMG
Industry Accounting
Experience
KPMG US October 2014 - Present
Rothstein Kass January 2014 - April 2014
Pathmark Stores, Inc. October 2007 - May 2013
Wats Room Inc. May 2006 - January 2007
Skills
Data Entry, Accounts Receivable, Accounting, Accounts Payable, Bookkeeping, Spreadsheets, Financial Statements, Microsoft Excel, Access, Microsoft Word, Journal Entries, Account Reconciliation, Peachtree, Outlook, General Ledger
Education
Rutgers Graduate Business School 2013 — 2014
Master of Accountancy, Financial Accounting
Rutgers Business School 2010 — 2012
Bachelor of Science (BS), Accounting
KPMG US October 2014 - Present
Rothstein Kass January 2014 - April 2014
Pathmark Stores, Inc. October 2007 - May 2013
Wats Room Inc. May 2006 - January 2007
Skills
Data Entry, Accounts Receivable, Accounting, Accounts Payable, Bookkeeping, Spreadsheets, Financial Statements, Microsoft Excel, Access, Microsoft Word, Journal Entries, Account Reconciliation, Peachtree, Outlook, General Ledger
Education
Rutgers Graduate Business School 2013 — 2014
Master of Accountancy, Financial Accounting
Rutgers Business School 2010 — 2012
Bachelor of Science (BS), Accounting
Joseph Feher Joseph Feher's Rothstein Kass Experience 1988 - 1990
Job Business Operations & Analytics at Bayer Pharmaceuticals
Industry Pharmaceuticals
Experience
Bayer Pharmaceuticals January 2014 - Present
Ipsen June 2012 - July 2013
Novartis October 2009 - June 2012
Novartis January 1998 - October 2009
Rothstein Kass 1988 - 1990
Skills
Certified Public..., CPA, Managed Care, Neurology, Oncology, Pharmaceutical Sales, Pharmaceutical Industry, Auditing, Financial Analysis, Cardiology, Cross-functional Team..., Product Launch, Biotechnology, Strategic Planning, Leadership, Global Marketing, Strategy, Forecasting, Business Planning, CRM, Management, Competitive Analysis, Sales Operations, Team Leadership, Sales Effectiveness, Program Management, Training, Budgets, Business Analysis, Team Building, P&L Management, Executive Management, Sales Management, Analysis, Market Access, Endocrinology, Gastroenterology, Sales, Business Process...
Education
Rutgers University 1984 — 1988
Bachelor of Science (BS), Accounting
Bayer Pharmaceuticals January 2014 - Present
Ipsen June 2012 - July 2013
Novartis October 2009 - June 2012
Novartis January 1998 - October 2009
Rothstein Kass 1988 - 1990
Skills
Certified Public..., CPA, Managed Care, Neurology, Oncology, Pharmaceutical Sales, Pharmaceutical Industry, Auditing, Financial Analysis, Cardiology, Cross-functional Team..., Product Launch, Biotechnology, Strategic Planning, Leadership, Global Marketing, Strategy, Forecasting, Business Planning, CRM, Management, Competitive Analysis, Sales Operations, Team Leadership, Sales Effectiveness, Program Management, Training, Budgets, Business Analysis, Team Building, P&L Management, Executive Management, Sales Management, Analysis, Market Access, Endocrinology, Gastroenterology, Sales, Business Process...
Education
Rutgers University 1984 — 1988
Bachelor of Science (BS), Accounting
Edwin Ruiz Edwin Ruiz's Rothstein Kass Experience February 2011 - Present
Job Account Manager, Rothstein Kass
Industry Accounting
Experience
Rothstein Kass February 2011 - Present
Clark & Elbing LLP May 2009 - January 2011
Cedar Management Group September 2007 - January 2009
Skills
QuickBooks, Accounts Payable, Accounts Receivable, Microsoft Excel, Microsoft Word, Outlook, Microsoft Office, Goldmine, Customer Service, Financial Reporting, PowerPoint, Spanish, Microsoft CRM
Education
Pennsylvania State University-Penn State Altoona 2002 — 2006
BS, Business, Management, Marketing, and Related Support Services
Rothstein Kass February 2011 - Present
Clark & Elbing LLP May 2009 - January 2011
Cedar Management Group September 2007 - January 2009
Skills
QuickBooks, Accounts Payable, Accounts Receivable, Microsoft Excel, Microsoft Word, Outlook, Microsoft Office, Goldmine, Customer Service, Financial Reporting, PowerPoint, Spanish, Microsoft CRM
Education
Pennsylvania State University-Penn State Altoona 2002 — 2006
BS, Business, Management, Marketing, and Related Support Services
Christopher Williams, CPA, MST's Rothstein Kass Experience October 2012 - January 2014
Job Tax Manager
Industry Accounting
Experience
Deloitte Tax, LLP January 2014 - Present
Rothstein Kass October 2012 - January 2014
Rothstein Kass October 2009 - September 2012
Rothstein Kass October 2008 - September 2009
Rothstein Kass October 2006 - September 2008
Samuel Klein & Co January 2006 - October 2006
A&P January 1999 - October 2006
Skills
Tax, Tax Research, Partnership Taxation, Tax Accounting, Tax Preparation, Hedge Funds, Tax Returns, CPA, Fund Of Funds, GoSystems, IRS, International Tax, Tax Advisory, CCH ProSystem fx, CCH Intelliconnect, ProSystem fx Tax, Bookkeeping, FIN 48, Income Tax, Accounting, QuickBooks, State Tax, CCH, Auditing, Budgets, Corporate Tax
Education
Rutgers Business School 2011 — 2013
Masters of Taxation, Taxation
Rutgers Business School 2002 — 2006
Bachelor of Science, Accounting
Deloitte Tax, LLP January 2014 - Present
Rothstein Kass October 2012 - January 2014
Rothstein Kass October 2009 - September 2012
Rothstein Kass October 2008 - September 2009
Rothstein Kass October 2006 - September 2008
Samuel Klein & Co January 2006 - October 2006
A&P January 1999 - October 2006
Skills
Tax, Tax Research, Partnership Taxation, Tax Accounting, Tax Preparation, Hedge Funds, Tax Returns, CPA, Fund Of Funds, GoSystems, IRS, International Tax, Tax Advisory, CCH ProSystem fx, CCH Intelliconnect, ProSystem fx Tax, Bookkeeping, FIN 48, Income Tax, Accounting, QuickBooks, State Tax, CCH, Auditing, Budgets, Corporate Tax
Education
Rutgers Business School 2011 — 2013
Masters of Taxation, Taxation
Rutgers Business School 2002 — 2006
Bachelor of Science, Accounting
Komal Merai's Rothstein Kass Experience September 2010 - May 2013
Job Associate at Conifer Financial Services
Industry Accounting
Experience
Conifer Financial Services January 2014 - Present
Rothstein Kass September 2010 - May 2013
Lord Abbett & Co. LLC September 2007 - November 2010
Skills
Financial Reporting, Accounting, GAAP, Internal Controls, Auditing, Financial Analysis, Financial Accounting, SEC filings, Sarbanes-Oxley Act, Tax, Hedge Funds, US GAAP, Account Reconciliation, Bloomberg, Valuation, Financial Modeling, Corporate Finance, Microsoft Office, Microsoft Excel, Finance, Financial Statements, Equities, Investments
Education
Rutgers University 2002 — 2007
BS, Accounting and Finance
Rutgers, The State University of New Jersey-Newark 2002 — 2007
Bachelor's of Science, Accounting and Finance
Conifer Financial Services January 2014 - Present
Rothstein Kass September 2010 - May 2013
Lord Abbett & Co. LLC September 2007 - November 2010
Skills
Financial Reporting, Accounting, GAAP, Internal Controls, Auditing, Financial Analysis, Financial Accounting, SEC filings, Sarbanes-Oxley Act, Tax, Hedge Funds, US GAAP, Account Reconciliation, Bloomberg, Valuation, Financial Modeling, Corporate Finance, Microsoft Office, Microsoft Excel, Finance, Financial Statements, Equities, Investments
Education
Rutgers University 2002 — 2007
BS, Accounting and Finance
Rutgers, The State University of New Jersey-Newark 2002 — 2007
Bachelor's of Science, Accounting and Finance
Joseph Lupo Joseph Lupo's Rothstein Kass Experience January 2014 - June 2014
Job Audit Associate at KPMG US
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass January 2014 - June 2014
Hoop Heaven March 2009 - December 2013
Get In The Game Collectibles LLC June 2009 - September 2012
J.R. Lupo CPA February 2011 - April 2012
Feldman, Holtzman, Lupo CPA LLC June 2007 - August 2008
Skills
Accounting, Budgets, Auditing, Due Diligence, Analysis, Financial Reporting, Customer Service, US GAAP, Tax Preparation, Microsoft Office, Sarbanes-Oxley Act, Financial Statements, Income Tax, Microsoft Excel, QuickBooks, Financial Analysis, Financial Accounting, Internal Controls, Tax Research, Tax, External Audit, Account Reconciliation, Team Building, Outlook, Finance, PowerPoint, Assurance, CPA, Financial Audits, Accounts Receivable, GAAP, Corporate Tax, Financial Modeling, Management, Internal Audit, Payroll, Tax Returns, Risk Management, Training, SEC filings, Access, Tax Accounting, Data Analysis, Corporate Finance, Accounts Payable, Microsoft Word, General Ledger, Forecasting, Business Planning, Strategic Financial...
Education
Rutgers Graduate Business School 2012 — 2013
MBA, Accounting
Rutgers University-New Brunswick 2008 — 2011
BA, School of Management and Labor Relations, Labor Studies and Employment Relations
Adelphi University School of Business 2007 — 2008
KPMG US July 2014 - Present
Rothstein Kass January 2014 - June 2014
Hoop Heaven March 2009 - December 2013
Get In The Game Collectibles LLC June 2009 - September 2012
J.R. Lupo CPA February 2011 - April 2012
Feldman, Holtzman, Lupo CPA LLC June 2007 - August 2008
Skills
Accounting, Budgets, Auditing, Due Diligence, Analysis, Financial Reporting, Customer Service, US GAAP, Tax Preparation, Microsoft Office, Sarbanes-Oxley Act, Financial Statements, Income Tax, Microsoft Excel, QuickBooks, Financial Analysis, Financial Accounting, Internal Controls, Tax Research, Tax, External Audit, Account Reconciliation, Team Building, Outlook, Finance, PowerPoint, Assurance, CPA, Financial Audits, Accounts Receivable, GAAP, Corporate Tax, Financial Modeling, Management, Internal Audit, Payroll, Tax Returns, Risk Management, Training, SEC filings, Access, Tax Accounting, Data Analysis, Corporate Finance, Accounts Payable, Microsoft Word, General Ledger, Forecasting, Business Planning, Strategic Financial...
Education
Rutgers Graduate Business School 2012 — 2013
MBA, Accounting
Rutgers University-New Brunswick 2008 — 2011
BA, School of Management and Labor Relations, Labor Studies and Employment Relations
Adelphi University School of Business 2007 — 2008
Jeffrey Suk's Rothstein Kass Experience November 2013 - July 2014
Job Senior Audit Associate at KPMG
Industry Accounting
Experience
KPMG July 2014 - Present
Rothstein Kass November 2013 - July 2014
Pepperdine University September 2012 - July 2013
Pepperdine University January 2011 - April 2013
The Cornucopia Foundation May 2011 - September 2011
Pepperdine University January 2010 - May 2010
Skills
Microsoft Excel, Accounting, PowerPoint, Microsoft Word, QuickBooks, Analysis, Data Analysis, Microsoft Office, Photoshop, Event Planning, Leadership, Nonprofits, Research, Public Speaking, Microsoft Access, CCH ProSystem fx
Education
Pepperdine University 2009 — 2013
BS, Accounting, Cumulative GPA: 3.7; Major GPA: 3.6
Pepperdine University (Lausanne, Switzerland) 2010 — 2010
KPMG July 2014 - Present
Rothstein Kass November 2013 - July 2014
Pepperdine University September 2012 - July 2013
Pepperdine University January 2011 - April 2013
The Cornucopia Foundation May 2011 - September 2011
Pepperdine University January 2010 - May 2010
Skills
Microsoft Excel, Accounting, PowerPoint, Microsoft Word, QuickBooks, Analysis, Data Analysis, Microsoft Office, Photoshop, Event Planning, Leadership, Nonprofits, Research, Public Speaking, Microsoft Access, CCH ProSystem fx
Education
Pepperdine University 2009 — 2013
BS, Accounting, Cumulative GPA: 3.7; Major GPA: 3.6
Pepperdine University (Lausanne, Switzerland) 2010 — 2010
Alice Ree's Rothstein Kass Experience June 2013 - June 2013
Job Financial Service Tax Intern
Industry Accounting
Experience
KPMG US February 2015 - April 2015
KPMG US July 2014 - August 2014
Rothstein Kass KPMG LLP June 2014 - July 2014
Allied Building Products December 2013 - January 2014
Hewlett-Packard October 2013 - December 2013
Revlon September 2013 - October 2013
MeeLocal August 2013 - October 2013
Allied Building Products June 2013 - August 2013
Rothstein Kass June 2013 - June 2013
Kaplan Test Prep and Admissions May 2011 - September 2012
Skills
Leadership, Public Speaking, Facebook, Social Networking, Advertising, PowerPoint, Social Media, Fundraising, Microsoft Office, Research, Teaching, Sales, Marketing, Access, Microsoft Excel, Retail, Teamwork, Sarbanes-Oxley, CRM, Microsoft Word, Retail Sales, Guerrilla Marketing, Trend, TeamMate, Visio, EWP, Outlook, GoSystems, Lead Generation, Team Leadership, CCH ProSystem fx, Presentations, Team Building
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2015
Bachelor of Science (B.S.), Accounting, Marketing
Rutherford High School 2006 — 2010
KPMG US February 2015 - April 2015
KPMG US July 2014 - August 2014
Rothstein Kass KPMG LLP June 2014 - July 2014
Allied Building Products December 2013 - January 2014
Hewlett-Packard October 2013 - December 2013
Revlon September 2013 - October 2013
MeeLocal August 2013 - October 2013
Allied Building Products June 2013 - August 2013
Rothstein Kass June 2013 - June 2013
Kaplan Test Prep and Admissions May 2011 - September 2012
Skills
Leadership, Public Speaking, Facebook, Social Networking, Advertising, PowerPoint, Social Media, Fundraising, Microsoft Office, Research, Teaching, Sales, Marketing, Access, Microsoft Excel, Retail, Teamwork, Sarbanes-Oxley, CRM, Microsoft Word, Retail Sales, Guerrilla Marketing, Trend, TeamMate, Visio, EWP, Outlook, GoSystems, Lead Generation, Team Leadership, CCH ProSystem fx, Presentations, Team Building
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2015
Bachelor of Science (B.S.), Accounting, Marketing
Rutherford High School 2006 — 2010
Clarissa Beck's Rothstein Kass Experience January 2012 - April 2012
Job Audit Associate at Deloitte
Industry Accounting
Experience
New Jersey Turnpike Authority April 2015 - Present
Deloitte September 2014 - April 2015
Rider University August 2013 - May 2014
KPMG June 2013 - August 2013
Rider University September 2012 - May 2013
Rothstein Kass January 2012 - April 2012
Deloitte 2012 - 2012
Skills
Auditing, Accounting, Leadership, Valuation, Microsoft Office, Life Science Industry, Healthcare, SOX 404, Financial Reporting, Financial Accounting, Sarbanes-Oxley Act
Education
Rider University 2013 — 2014
Master of Accountancy, Fraud and Forensics Concentration
Rider University 2009 — 2013
Bachelor of Science (BS), Accounting
New Jersey Turnpike Authority April 2015 - Present
Deloitte September 2014 - April 2015
Rider University August 2013 - May 2014
KPMG June 2013 - August 2013
Rider University September 2012 - May 2013
Rothstein Kass January 2012 - April 2012
Deloitte 2012 - 2012
Skills
Auditing, Accounting, Leadership, Valuation, Microsoft Office, Life Science Industry, Healthcare, SOX 404, Financial Reporting, Financial Accounting, Sarbanes-Oxley Act
Education
Rider University 2013 — 2014
Master of Accountancy, Fraud and Forensics Concentration
Rider University 2009 — 2013
Bachelor of Science (BS), Accounting
Asif Ibrar Asif Ibrar's Rothstein Kass Experience January 2014 - March 2014
Job
Industry Financial Services
Experience
Gen II Fund Services, LLC October 2014 - December 2014
Rothstein Kass January 2014 - March 2014
Chafia Capital Partners May 2011 - May 2013
IBUYTEXTBOOKSFAST.COM December 2009 - December 2012
Riani & Co., CPA,PC January 2011 - May 2011
Skills
Accounting, QuickBooks, Budgets, Auditing, Financial Accounting, Microsoft Excel, Teamwork, Microsoft Office, Management, Financial Analysis, Equity Valuation, Bookkeeping, Internal Audit, Accounts Payable, Payroll, General Ledger, Financial Reporting, Tax Preparation, Tax, PowerPoint, Account Reconciliation, Financial Statements, Cash Flow, GAAP, Securities, Hedge Funds, CPA, Microsoft Word, Research, Income Tax, Accounts Receivable, Internal Controls, Tax Returns, Derivatives, Hedge Accounting, Capital Allocation, CCH ProSystem fx, Aura, PwC TeamMate, Assurance, Proxy Statements, Real Estate Economics, Finance, US GAAP
Education
Rutgers Graduate Business School 2013 — 2014
Master's Degree, Master of Accountancy in Financial Accounting
Rutgers Business School 2007 — 2012
Bachelor of Science (B.S.), Accounting
Gen II Fund Services, LLC October 2014 - December 2014
Rothstein Kass January 2014 - March 2014
Chafia Capital Partners May 2011 - May 2013
IBUYTEXTBOOKSFAST.COM December 2009 - December 2012
Riani & Co., CPA,PC January 2011 - May 2011
Skills
Accounting, QuickBooks, Budgets, Auditing, Financial Accounting, Microsoft Excel, Teamwork, Microsoft Office, Management, Financial Analysis, Equity Valuation, Bookkeeping, Internal Audit, Accounts Payable, Payroll, General Ledger, Financial Reporting, Tax Preparation, Tax, PowerPoint, Account Reconciliation, Financial Statements, Cash Flow, GAAP, Securities, Hedge Funds, CPA, Microsoft Word, Research, Income Tax, Accounts Receivable, Internal Controls, Tax Returns, Derivatives, Hedge Accounting, Capital Allocation, CCH ProSystem fx, Aura, PwC TeamMate, Assurance, Proxy Statements, Real Estate Economics, Finance, US GAAP
Education
Rutgers Graduate Business School 2013 — 2014
Master's Degree, Master of Accountancy in Financial Accounting
Rutgers Business School 2007 — 2012
Bachelor of Science (B.S.), Accounting
Jasmine Patel's Rothstein Kass Experience June 2011 - June 2011
Job Global AML Audit Associate at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase & Co. 2015 - Present
Invesco US 2013 - 2015
EY September 2012 - November 2013
Bank of New York Mellon May 2011 - August 2011
Rothstein Kass June 2011 - June 2011
UBS September 2010 - May 2011
Skills
HTML, JavaScript, Bloomberg Terminal, Financial Statement..., RIA, Microsoft Excel, Private Equity, Sarbanes-Oxley, GAAP, Financial Reporting, Auditing, Financial Services, PowerPoint, Microsoft Word, Access
Education
Rutgers Graduate Business School 2012 — 2013
MS, Financial Accountancy
Rutgers, The State University of New Jersey - Rutgers Business School 2008 — 2012
BS, Accounting
Dr. Ronald E. McNair Academic High School 2004 — 2008
JPMorgan Chase & Co. 2015 - Present
Invesco US 2013 - 2015
EY September 2012 - November 2013
Bank of New York Mellon May 2011 - August 2011
Rothstein Kass June 2011 - June 2011
UBS September 2010 - May 2011
Skills
HTML, JavaScript, Bloomberg Terminal, Financial Statement..., RIA, Microsoft Excel, Private Equity, Sarbanes-Oxley, GAAP, Financial Reporting, Auditing, Financial Services, PowerPoint, Microsoft Word, Access
Education
Rutgers Graduate Business School 2012 — 2013
MS, Financial Accountancy
Rutgers, The State University of New Jersey - Rutgers Business School 2008 — 2012
BS, Accounting
Dr. Ronald E. McNair Academic High School 2004 — 2008
Nina Parmar's Rothstein Kass Experience 2013 - 2013
Job Investor Relations Manager at Astra Capital Management, LLC
Industry Financial Services
Experience
Astra Capital Management, LLC March 2015 - Present
JPMorgan Chase 2013 - 2015
Rutgers Business School May 2012 - August 2013
Rothstein Kass 2013 - 2013
Rothstein Kass 2013 - 2013
Dr. Blumberg's Eyecare April 2009 - September 2011
Endless, Inc. December 2007 - March 2009
News12 NJ August 2008 - January 2009
Skills
Financial Management, Risk Analysis, Office Management, Administrative..., Sales Management, Client Management /..., Organizational Skills, Mathematics, Analytical Skills, Bookkeeping, Interpersonal..., Customer Service, Finance, Managerial Finance, Forecasting, Team Leadership, Financial Reporting, Accounting, Microsoft Excel, Financial Analysis, PowerPoint, Accounts Payable, Microsoft Office, Internal Audit, Financial Accounting, Analysis, Budgets, Invoicing, Auditing, Account Reconciliation, GAAP, Statistics, Administrative..., Social Media, Time Management, Data Analysis, Software Documentation, Leadership, Outlook, QuickBooks, Administration, Management, Research, Interpersonal..., Public Speaking, Financial Statements, Payroll, Economics, Accounts Receivable, SAS
Education
Rutgers Business School 2012 — 2013
Master of Business Administration (M.B.A.)
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2010
Bachelor of Science (BS), Meteorology and Atmospheric Sciences
Astra Capital Management, LLC March 2015 - Present
JPMorgan Chase 2013 - 2015
Rutgers Business School May 2012 - August 2013
Rothstein Kass 2013 - 2013
Rothstein Kass 2013 - 2013
Dr. Blumberg's Eyecare April 2009 - September 2011
Endless, Inc. December 2007 - March 2009
News12 NJ August 2008 - January 2009
Skills
Financial Management, Risk Analysis, Office Management, Administrative..., Sales Management, Client Management /..., Organizational Skills, Mathematics, Analytical Skills, Bookkeeping, Interpersonal..., Customer Service, Finance, Managerial Finance, Forecasting, Team Leadership, Financial Reporting, Accounting, Microsoft Excel, Financial Analysis, PowerPoint, Accounts Payable, Microsoft Office, Internal Audit, Financial Accounting, Analysis, Budgets, Invoicing, Auditing, Account Reconciliation, GAAP, Statistics, Administrative..., Social Media, Time Management, Data Analysis, Software Documentation, Leadership, Outlook, QuickBooks, Administration, Management, Research, Interpersonal..., Public Speaking, Financial Statements, Payroll, Economics, Accounts Receivable, SAS
Education
Rutgers Business School 2012 — 2013
Master of Business Administration (M.B.A.)
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2010
Bachelor of Science (BS), Meteorology and Atmospheric Sciences
Angus Choi Angus Choi's Rothstein Kass Experience June 2013 - June 2013
Job Financial Operations Intern at Boeing
Industry Financial Services
Experience
Boeing May 2015 - August 2015
BDO USA, LLP January 2015 - May 2015
Prudential Financial June 2014 - August 2014
CohnReznick LLP June 2014 - June 2014
Rothstein Kass June 2013 - June 2013
Skills
Microsoft Office, Access, Microsoft Excel, Teamwork, Time Management, Microsoft Word, Budgets, Auditing, Leadership Development, Research, Customer Service, Financial Accounting, Public Speaking
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2016
Bachelor of Science (B.S.), Accounting and Management Information Systems
Boeing May 2015 - August 2015
BDO USA, LLP January 2015 - May 2015
Prudential Financial June 2014 - August 2014
CohnReznick LLP June 2014 - June 2014
Rothstein Kass June 2013 - June 2013
Skills
Microsoft Office, Access, Microsoft Excel, Teamwork, Time Management, Microsoft Word, Budgets, Auditing, Leadership Development, Research, Customer Service, Financial Accounting, Public Speaking
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2016
Bachelor of Science (B.S.), Accounting and Management Information Systems
Nicole Ojakian, PHR, SHRM-CP's Rothstein Kass Experience January 2008 - April 2013
Job Human Resources Director at Mesoblast
Industry Biotechnology
Experience
Mesoblast April 2013 - Present
Rothstein Kass January 2008 - April 2013
Resource Options, Inc. February 2007 - January 2008
Winter Wyman August 2005 - January 2007
Yellow Book USA February 2003 - August 2005
Skills
Onboarding, Recruiting, Employee Relations, Human Resources, Employee Engagement, Philanthropy, Employee Benefits, Talent Acquisition, Personnel Management, Leadership, Training, Internal Communications, Benefits Administration, Management, Ultipro, Talent Management, Temporary Placement, Team Building, College Recruiting, SharePoint, Advertising Sales, Staffing Services, Applicant Tracking..., Succession Planning, New Hire Orientations, Interviews, HRIS, Workforce Planning
Education
Rutgers University-New Brunswick 2014 — 2015
Master's degree, Labor Studies
Providence College 1998 — 2002
Bachelor of Arts (BA), Social Science, Minor in Business Administration
Mesoblast April 2013 - Present
Rothstein Kass January 2008 - April 2013
Resource Options, Inc. February 2007 - January 2008
Winter Wyman August 2005 - January 2007
Yellow Book USA February 2003 - August 2005
Skills
Onboarding, Recruiting, Employee Relations, Human Resources, Employee Engagement, Philanthropy, Employee Benefits, Talent Acquisition, Personnel Management, Leadership, Training, Internal Communications, Benefits Administration, Management, Ultipro, Talent Management, Temporary Placement, Team Building, College Recruiting, SharePoint, Advertising Sales, Staffing Services, Applicant Tracking..., Succession Planning, New Hire Orientations, Interviews, HRIS, Workforce Planning
Education
Rutgers University-New Brunswick 2014 — 2015
Master's degree, Labor Studies
Providence College 1998 — 2002
Bachelor of Arts (BA), Social Science, Minor in Business Administration
Wenli Xie Wenli Xie's Rothstein Kass Experience January 2008 - April 2009
Job Contract Accountant at Behr Process Corporation
Industry Accounting
Experience
Behr Process Corporation May 2015 - Present
Accu-Counting, LLC March 2015 - Present
Rothstein Kass January 2008 - April 2009
University of Miami September 2005 - May 2006
NH, Amsterdam Tropen Hotel August 2004 - December 2004
Skills
Successfully passed all..., COMPUTER SKILLS:...
Education
Rutgers University-New Brunswick 2007 — 2008
Master's Degree, Master of Accountacy
University of Miami
Bachelor's Degree, Financial Accounting
HES Amsterdam School of Business
International Financial Management
Behr Process Corporation May 2015 - Present
Accu-Counting, LLC March 2015 - Present
Rothstein Kass January 2008 - April 2009
University of Miami September 2005 - May 2006
NH, Amsterdam Tropen Hotel August 2004 - December 2004
Skills
Successfully passed all..., COMPUTER SKILLS:...
Education
Rutgers University-New Brunswick 2007 — 2008
Master's Degree, Master of Accountacy
University of Miami
Bachelor's Degree, Financial Accounting
HES Amsterdam School of Business
International Financial Management
Andrew Castor, CPA Andrew Castor, CPA's Rothstein Kass Experience October 2006 - February 2011
Job Financial Services and Analysis
Industry Financial Services
Experience
LG Household & Health Care, Ltd. (LG 생활건강) April 2012 - May 2015
United States Army Reserve June 2009 - May 2015
Rothstein Kass October 2006 - February 2011
Skills
Auditing, Accounting, Coaching, Business Strategy, Leadership, Financial Analysis, Hedge Funds, Human Resources, Financial Reporting, Financial Accounting, Internal Controls, Audit, Excel, Documentation, Risk Management, Tax, Project Planning, Due Diligence, Cross-cultural Teams, Microsoft Office, Management, Cross-cultural..., Cross Cultural..., International Business, Data Analysis, Consumer Products, Korean Culture, Latin American culture, International...
Education
UC Santa Barbara 2004 — 2006
B.A., Business Economics
Riverside Community College 2002 — 2004
Business Administration
LG Household & Health Care, Ltd. (LG 생활건강) April 2012 - May 2015
United States Army Reserve June 2009 - May 2015
Rothstein Kass October 2006 - February 2011
Skills
Auditing, Accounting, Coaching, Business Strategy, Leadership, Financial Analysis, Hedge Funds, Human Resources, Financial Reporting, Financial Accounting, Internal Controls, Audit, Excel, Documentation, Risk Management, Tax, Project Planning, Due Diligence, Cross-cultural Teams, Microsoft Office, Management, Cross-cultural..., Cross Cultural..., International Business, Data Analysis, Consumer Products, Korean Culture, Latin American culture, International...
Education
UC Santa Barbara 2004 — 2006
B.A., Business Economics
Riverside Community College 2002 — 2004
Business Administration
Lanny Tejeda Lanny Tejeda's Rothstein Kass Experience October 2008 - December 2011
Job Fund Accounting Analyst
Industry Accounting
Experience
TPG Capital July 2015 - Present
J.P. Morgan December 2011 - Present
Rothstein Kass October 2008 - December 2011
Skills
Financial Reporting, SEC filings, US GAAP, Auditing, GAAP, Account Reconciliation, Accounting, Financial Analysis, Financial Accounting
Education
Ramapo College of New Jersey 2003 — 2008
Bachelors, Accounting
TPG Capital July 2015 - Present
J.P. Morgan December 2011 - Present
Rothstein Kass October 2008 - December 2011
Skills
Financial Reporting, SEC filings, US GAAP, Auditing, GAAP, Account Reconciliation, Accounting, Financial Analysis, Financial Accounting
Education
Ramapo College of New Jersey 2003 — 2008
Bachelors, Accounting
Dana LaMere's Rothstein Kass Experience September 2009 - March 2010
Job Investment Consultant
Industry Financial Services
Experience
Towers Watson June 2015 - Present
PSEG November 2014 - May 2015
PSEG August 2011 - October 2014
PSEG March 2010 - August 2011
Rothstein Kass September 2009 - March 2010
Deloitte June 2006 - September 2009
Skills
CPA, Investment Advisory, Investments, Auditing, Pensions, Financial Analysis, US GAAP, SEC filings, Internal Controls, Sarbanes-Oxley Act, Due Diligence, Variance Analysis, GAAP, Financial Modeling, Management, Sarbanes-Oxley
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2016
Master of Business Administration (MBA), Finance, General
Ramapo College of New Jersey 2002 — 2006
Bachelor of Science (BS), Accounting and Finance
Towers Watson June 2015 - Present
PSEG November 2014 - May 2015
PSEG August 2011 - October 2014
PSEG March 2010 - August 2011
Rothstein Kass September 2009 - March 2010
Deloitte June 2006 - September 2009
Skills
CPA, Investment Advisory, Investments, Auditing, Pensions, Financial Analysis, US GAAP, SEC filings, Internal Controls, Sarbanes-Oxley Act, Due Diligence, Variance Analysis, GAAP, Financial Modeling, Management, Sarbanes-Oxley
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2016
Master of Business Administration (MBA), Finance, General
Ramapo College of New Jersey 2002 — 2006
Bachelor of Science (BS), Accounting and Finance
Melissa A. Petrina, M.A Melissa A. Petrina, M.A's Rothstein Kass Experience January 2014 - March 2014
Job Audit Associate at KPMG US
Industry Accounting
Experience
KPMG US September 2015 - Present
Passaic County Community College May 2011 - September 2015
Rothstein Kass January 2014 - March 2014
Stop & Shop July 2009 - October 2013
Law Offices of Andrew F. Garruto May 2013 - September 2013
Skills
Accounting, Microsoft Excel, Leadership, Microsoft Word, Time Management, Customer Service, Access, Budgets, Auditing, Teamwork, Financial Accounting, PowerPoint, QuickBooks, Finance, Microsoft Office, Account Reconciliation, Financial Analysis, Organization, Accounts Receivable, Data Entry, Spreadsheets, Software Documentation, Accounts Payable, Analytics, Financial Audits, CCH, Microsoft Powerpoint, Outlook, Analysis, Bank Reconciliation, General Ledger
Education
Rutgers Graduate Business School 2013 — 2014
Master's in Financial Accounting, Accounting
Rutgers, The State University of New Jersey-Newark 2011 — 2013
Accounting, Business Administration, Magna Cum Laude
Passaic County Community College 2009 — 2011
A.S, Business Administration/Accounting, High Honors
Clifton High School 2005 — 2009
HS Diploma, Business, Graduated
KPMG US September 2015 - Present
Passaic County Community College May 2011 - September 2015
Rothstein Kass January 2014 - March 2014
Stop & Shop July 2009 - October 2013
Law Offices of Andrew F. Garruto May 2013 - September 2013
Skills
Accounting, Microsoft Excel, Leadership, Microsoft Word, Time Management, Customer Service, Access, Budgets, Auditing, Teamwork, Financial Accounting, PowerPoint, QuickBooks, Finance, Microsoft Office, Account Reconciliation, Financial Analysis, Organization, Accounts Receivable, Data Entry, Spreadsheets, Software Documentation, Accounts Payable, Analytics, Financial Audits, CCH, Microsoft Powerpoint, Outlook, Analysis, Bank Reconciliation, General Ledger
Education
Rutgers Graduate Business School 2013 — 2014
Master's in Financial Accounting, Accounting
Rutgers, The State University of New Jersey-Newark 2011 — 2013
Accounting, Business Administration, Magna Cum Laude
Passaic County Community College 2009 — 2011
A.S, Business Administration/Accounting, High Honors
Clifton High School 2005 — 2009
HS Diploma, Business, Graduated
STEPHANIE DIRUBBA's Rothstein Kass Experience July 2012 - May 2014
Job Accounting Services Senior @ Grassi & Co. CPAS
Industry Accounting
Experience
Grassi & Co. October 2014 - Present
Flynn Family Office (FFO) *Formerly a Division of Rothstein Kass June 2014 - October 2014
Rothstein Kass July 2012 - May 2014
Graceffo, Hough & Weintraub, LLP March 2009 - July 2012
Eichenbaum & Stylianou, LLC June 2008 - February 2009
Dischino Associates February 2008 - May 2008
MWW Group September 2007 - December 2007
Skills
Accounting, Auditing, Financial Reporting, Quickbooks, Audit, QuickBooks, Income Tax, Bank Reconciliation, Invoicing, Financial Statements, Accountants, Budgets, Finance, Microsoft Excel, Payroll, Tax, Bookkeeping, Corporate Finance, Tax Preparation, Account Reconciliation, Tax Returns, Internal Controls, General Ledger, GAAP, CPA, Accounts Receivable
Education
Rutgers Business School 2005 — 2009
BS, Accounting
Grassi & Co. October 2014 - Present
Flynn Family Office (FFO) *Formerly a Division of Rothstein Kass June 2014 - October 2014
Rothstein Kass July 2012 - May 2014
Graceffo, Hough & Weintraub, LLP March 2009 - July 2012
Eichenbaum & Stylianou, LLC June 2008 - February 2009
Dischino Associates February 2008 - May 2008
MWW Group September 2007 - December 2007
Skills
Accounting, Auditing, Financial Reporting, Quickbooks, Audit, QuickBooks, Income Tax, Bank Reconciliation, Invoicing, Financial Statements, Accountants, Budgets, Finance, Microsoft Excel, Payroll, Tax, Bookkeeping, Corporate Finance, Tax Preparation, Account Reconciliation, Tax Returns, Internal Controls, General Ledger, GAAP, CPA, Accounts Receivable
Education
Rutgers Business School 2005 — 2009
BS, Accounting
Jennifer Geronimo Jennifer Geronimo's Rothstein Kass Experience November 2010 - October 2012
Job Alternative Investment Associate at BBR Partners
Industry Accounting
Experience
BBR Partners December 2013 - Present
Itaú Unibanco October 2012 - December 2013
Rothstein Kass November 2010 - October 2012
Lerch, Vinci & Higgins, LLP September 2008 - October 2010
Skills
Auditing, Financial Reporting, Accounting, Financial Analysis, Financial Accounting, Intercollegiate..., Financial Statements, Internal Controls, Finance, Microsoft Excel, Financial Modeling
Education
William Paterson University of New Jersey 2008 — 2010
Master of Business Administration, Accounting
Penn State University 2004 — 2008
Bachelor of Science, Accounting
Immaculate Heart Academy 2000 — 2004
BBR Partners December 2013 - Present
Itaú Unibanco October 2012 - December 2013
Rothstein Kass November 2010 - October 2012
Lerch, Vinci & Higgins, LLP September 2008 - October 2010
Skills
Auditing, Financial Reporting, Accounting, Financial Analysis, Financial Accounting, Intercollegiate..., Financial Statements, Internal Controls, Finance, Microsoft Excel, Financial Modeling
Education
William Paterson University of New Jersey 2008 — 2010
Master of Business Administration, Accounting
Penn State University 2004 — 2008
Bachelor of Science, Accounting
Immaculate Heart Academy 2000 — 2004
Shaquan Herron's Rothstein Kass Experience January 2014 - March 2014
Job Audit Associate at KPMG
Industry Accounting
Experience
KPMG October 2014 - Present
Rothstein Kass January 2014 - March 2014
Wakefern Food Corp. January 2013 - May 2013
Wakefern Food Corp. April 2010 - December 2012
Skills
Microsoft Excel, Access, PowerPoint, Microsoft Word, Accounting, Financial Accounting, External Audit, Financial Analysis, General Ledger, Payroll, Management, Time Management, Invoicing, Tax, Research, Forecasting, Outlook
Education
Rutgers, The State University of New Jersey-Newark 2013 — 2014
Master of Accountancy, Financial Accounting
Rutgers University-New Brunswick 2009 — 2013
Bachelor of Science (B.S.), Accounting
Penn State University 2008 — 2009
Accounting
KPMG October 2014 - Present
Rothstein Kass January 2014 - March 2014
Wakefern Food Corp. January 2013 - May 2013
Wakefern Food Corp. April 2010 - December 2012
Skills
Microsoft Excel, Access, PowerPoint, Microsoft Word, Accounting, Financial Accounting, External Audit, Financial Analysis, General Ledger, Payroll, Management, Time Management, Invoicing, Tax, Research, Forecasting, Outlook
Education
Rutgers, The State University of New Jersey-Newark 2013 — 2014
Master of Accountancy, Financial Accounting
Rutgers University-New Brunswick 2009 — 2013
Bachelor of Science (B.S.), Accounting
Penn State University 2008 — 2009
Accounting
Arya Bhavsar's Rothstein Kass Experience January 2012 - March 2012
Job Audit Associate at McGladrey
Industry Accounting
Experience
McGladrey October 2013 - Present
Rothstein Kass January 2012 - March 2012
First Quality June 2011 - August 2011
Skills
Accounting, US GAAP, Auditing, Financial Reporting, Tax, Financial Accounting, QuickBooks, Financial Analysis, GAAP, CPA, Microsoft Excel, SEC filings, Finance, Financial Statements, Financial Modeling
Education
Penn State University 2008 — 2013
May 2013, Master of Accounting
McGladrey October 2013 - Present
Rothstein Kass January 2012 - March 2012
First Quality June 2011 - August 2011
Skills
Accounting, US GAAP, Auditing, Financial Reporting, Tax, Financial Accounting, QuickBooks, Financial Analysis, GAAP, CPA, Microsoft Excel, SEC filings, Finance, Financial Statements, Financial Modeling
Education
Penn State University 2008 — 2013
May 2013, Master of Accounting
Joseph Di Leonardo Joseph Di Leonardo's Rothstein Kass Experience November 2013 - July 2014
Job Auditor at KPMG US
Industry Accounting
Experience
KPMG US (formerly Rothstein Kass) July 2014 - Present
Rothstein Kass November 2013 - July 2014
Elisa's Pastry Shop October 2005 - 2013
TD January 2011 - December 2011
Skills
Auditing, Private Equity, Brokerage, Payroll, Bookkeeping, Customer Service, Accounting, Bank Reconciliation, Fixed Assets, Equities, Expenses, Revenue, Accounts Payable, Accounts Receivable, Financial Statements, Notary Public, GAAP, Microsoft Office, Outlook Express, Microsoft Excel, PowerPoint, QuickBooks, Invoice Processing, Investments, Member of AICPA, General Ledger
Education
Rider University 2011 — 2013
Bachelor's degree, Accounting
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2011
Accounting
KPMG US (formerly Rothstein Kass) July 2014 - Present
Rothstein Kass November 2013 - July 2014
Elisa's Pastry Shop October 2005 - 2013
TD January 2011 - December 2011
Skills
Auditing, Private Equity, Brokerage, Payroll, Bookkeeping, Customer Service, Accounting, Bank Reconciliation, Fixed Assets, Equities, Expenses, Revenue, Accounts Payable, Accounts Receivable, Financial Statements, Notary Public, GAAP, Microsoft Office, Outlook Express, Microsoft Excel, PowerPoint, QuickBooks, Invoice Processing, Investments, Member of AICPA, General Ledger
Education
Rider University 2011 — 2013
Bachelor's degree, Accounting
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2011
Accounting
Rachel Marcelino Rachel Marcelino's Rothstein Kass Experience November 2013 - July 2014
Job Senior Tax Associate at KPMG US
Industry Accounting
Experience
KPMG US September 2015 - Present
KPMG US July 2014 - Present
Rothstein Kass November 2013 - July 2014
IDT Corporation December 2011 - October 2013
AT&T Mobility October 2006 - January 2012
AT&T Mobility October 2006 - January 2012
Skills
SOX Compliancy, Operations Audit, Internal Audit, Microsoft Office, Financial Accounting, Sarbanes-Oxley Act, Financial Audits, Auditing, Sarbanes-Oxley, Internal Controls, Accounting, Accounts Payable, Accounts Receivable
Education
Rutgers Graduate Business School 2012 — 2013
Master's degree, Financial Accounting
Rutgers, The State University of New Jersey-Newark 2002 — 2007
Bachelor of Science (BS), Accounting
KPMG US September 2015 - Present
KPMG US July 2014 - Present
Rothstein Kass November 2013 - July 2014
IDT Corporation December 2011 - October 2013
AT&T Mobility October 2006 - January 2012
AT&T Mobility October 2006 - January 2012
Skills
SOX Compliancy, Operations Audit, Internal Audit, Microsoft Office, Financial Accounting, Sarbanes-Oxley Act, Financial Audits, Auditing, Sarbanes-Oxley, Internal Controls, Accounting, Accounts Payable, Accounts Receivable
Education
Rutgers Graduate Business School 2012 — 2013
Master's degree, Financial Accounting
Rutgers, The State University of New Jersey-Newark 2002 — 2007
Bachelor of Science (BS), Accounting
Steve O'Hanlon Steve O'Hanlon's Rothstein Kass Experience 2007 - 2013
Job Alternative Investment Solutions Private Equity Fund Services at State Street
Industry Accounting
Experience
State Street September 2014 - Present
Rothstein Kass 2007 - 2013
Skills
GAAP, Accounting, Auditing, Financial Statements, Financial Reporting, CPA, Internal Controls, Partnership Taxation, Tax Accounting, Fund Accounting, Financial Accounting, Tax Preparation, Tax, Fund Of Funds, Corporate Tax, Financial Audits, Microsoft Excel, Sarbanes-Oxley Act, Budgets, Asset Allocation, Hedge Accounting, Financial Services, Equities, Derivatives, Bloomberg Terminal, CCH ProSystem fx, External Audit, Income Tax, SEC Filings, US GAAP, Hedge Funds, Private Equity, Account Reconciliation, Due Diligence, General Ledger, Investments, Accounts Payable, Assurance, Valuation, Alternative Investments, Variance Analysis, Management, Financial Analysis, Finance, Microsoft Word, Microsoft Office, ProSystem fx Engagement, Fund Administration
Education
Ramapo College of New Jersey 2002 — 2007
BS, Accounting
State Street September 2014 - Present
Rothstein Kass 2007 - 2013
Skills
GAAP, Accounting, Auditing, Financial Statements, Financial Reporting, CPA, Internal Controls, Partnership Taxation, Tax Accounting, Fund Accounting, Financial Accounting, Tax Preparation, Tax, Fund Of Funds, Corporate Tax, Financial Audits, Microsoft Excel, Sarbanes-Oxley Act, Budgets, Asset Allocation, Hedge Accounting, Financial Services, Equities, Derivatives, Bloomberg Terminal, CCH ProSystem fx, External Audit, Income Tax, SEC Filings, US GAAP, Hedge Funds, Private Equity, Account Reconciliation, Due Diligence, General Ledger, Investments, Accounts Payable, Assurance, Valuation, Alternative Investments, Variance Analysis, Management, Financial Analysis, Finance, Microsoft Word, Microsoft Office, ProSystem fx Engagement, Fund Administration
Education
Ramapo College of New Jersey 2002 — 2007
BS, Accounting
Vincent Hetsberger Vincent Hetsberger's Rothstein Kass Experience September 2011 - June 2014
Job Sr. Systems Engineer at Moody's Corporation
Industry Financial Services
Experience
Moody's Corporation March 2015 - Present
KPMG US July 2014 - March 2015
Rothstein Kass September 2011 - June 2014
The Children's Place October 2004 - September 2011
ADP 2000 - 2004
Skills
Virtualization, Storage Area Networks, Data Center, Audio Video, Security, Enterprise Storage, Switches, VMware, VMware Infrastructure, Networking, Video, vSphere, Vendor Management, Cisco UCS, Windows Server, Active Directory, Disaster Recovery, SAN, Cisco Technologies, VMware vSphere, Hardware, VMware ESX, Storage
Education
University of Phoenix 2006 — 2010
B.S. Information Technology, Information Systems
Rowan University 1998 — 2000
Moody's Corporation March 2015 - Present
KPMG US July 2014 - March 2015
Rothstein Kass September 2011 - June 2014
The Children's Place October 2004 - September 2011
ADP 2000 - 2004
Skills
Virtualization, Storage Area Networks, Data Center, Audio Video, Security, Enterprise Storage, Switches, VMware, VMware Infrastructure, Networking, Video, vSphere, Vendor Management, Cisco UCS, Windows Server, Active Directory, Disaster Recovery, SAN, Cisco Technologies, VMware vSphere, Hardware, VMware ESX, Storage
Education
University of Phoenix 2006 — 2010
B.S. Information Technology, Information Systems
Rowan University 1998 — 2000
Todd McManus Todd McManus's Rothstein Kass Experience 1999 - 2001
Job 13+ years of Financial, Operational and Customer Service experience
Industry Accounting
Experience
Superior Court of NJ November 2012 - Present
ICP International July 2011 - February 2012
Manheim New Jersey April 2010 - January 2011
Manheim New Jersey January 2006 - April 2010
Manheim New Jersey July 2002 - June 2006
JH Cohn, LLP October 2001 - July 2002
Rothstein Kass 1999 - 2001
Skills
Customer Service, Logistics, QuickBooks, Management, Team Building, Process Improvement, Microsoft Excel, Procedure Creation, Automotive, Customer-focused, Purchasing, Finance, Analysis, Accounts Payable, Accounting, Customer Satisfaction, Sales
Education
Penn State University 1995 — 1999
Bachelor of Science, Accounting
Superior Court of NJ November 2012 - Present
ICP International July 2011 - February 2012
Manheim New Jersey April 2010 - January 2011
Manheim New Jersey January 2006 - April 2010
Manheim New Jersey July 2002 - June 2006
JH Cohn, LLP October 2001 - July 2002
Rothstein Kass 1999 - 2001
Skills
Customer Service, Logistics, QuickBooks, Management, Team Building, Process Improvement, Microsoft Excel, Procedure Creation, Automotive, Customer-focused, Purchasing, Finance, Analysis, Accounts Payable, Accounting, Customer Satisfaction, Sales
Education
Penn State University 1995 — 1999
Bachelor of Science, Accounting
Steven Silvers, CPA Steven Silvers, CPA's Rothstein Kass Experience October 2007 - November 2008
Job Senior Staff Accountant at ABILITY Network
Industry Financial Services
Experience
ABILITY Network July 2015 - Present
THL Credit Advisors LLC July 2014 - July 2015
Grant Thornton LLP August 2013 - July 2014
Grant Thornton LLP August 2011 - August 2013
Seamans Capital Management January 2011 - February 2011
Barbara Meyer LCSW-R February 2009 - March 2010
Rothstein Kass October 2007 - November 2008
D.B. Zwirn & Co. March 2007 - September 2007
Yeshiva University 2006 - 2007
IDT Entertainment 2006 - 2006
Skills
GAAP, Financial Reporting, Financial Statements, Financial Analysis, Microsoft Excel, Auditing, Accounting, External Audit, Sarbanes-Oxley Act, QuickBooks, Finance, Accounts Payable, US GAAP, SEC filings, Financial Accounting, Analysis, CPA, Cash Flow, Account Reconciliation
Education
City University of New York-Queens College 2010 — 2010
Certificate, Accelerated Paralegal Certificate Program
Yeshiva University 2004 — 2007
B.S., Accounting
ABILITY Network July 2015 - Present
THL Credit Advisors LLC July 2014 - July 2015
Grant Thornton LLP August 2013 - July 2014
Grant Thornton LLP August 2011 - August 2013
Seamans Capital Management January 2011 - February 2011
Barbara Meyer LCSW-R February 2009 - March 2010
Rothstein Kass October 2007 - November 2008
D.B. Zwirn & Co. March 2007 - September 2007
Yeshiva University 2006 - 2007
IDT Entertainment 2006 - 2006
Skills
GAAP, Financial Reporting, Financial Statements, Financial Analysis, Microsoft Excel, Auditing, Accounting, External Audit, Sarbanes-Oxley Act, QuickBooks, Finance, Accounts Payable, US GAAP, SEC filings, Financial Accounting, Analysis, CPA, Cash Flow, Account Reconciliation
Education
City University of New York-Queens College 2010 — 2010
Certificate, Accelerated Paralegal Certificate Program
Yeshiva University 2004 — 2007
B.S., Accounting
Alex Guidice Alex Guidice's Rothstein Kass Experience November 2011 - Present
Job Senior Tax Associate at Rothstein Kass
Industry Accounting
Experience
Rothstein Kass November 2011 - Present
Chubb Corporation December 2010 - March 2011
Firmenich, Inc May 2007 - May 2010
Firmenich, Inc June 2006 - May 2007
Skills
Accounting, Financial Reporting, Financial Analysis, Auditing, Microsoft Excel, US GAAP, Analysis, PowerPoint, Microsoft Office, Internal Controls, Microsoft Word, Financial Accounting, Account Reconciliation, Tax, Financial Statements, General Ledger
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2011
MBA, Professional Accounting
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2006
BA Communications, Information and Library Studies
Rothstein Kass November 2011 - Present
Chubb Corporation December 2010 - March 2011
Firmenich, Inc May 2007 - May 2010
Firmenich, Inc June 2006 - May 2007
Skills
Accounting, Financial Reporting, Financial Analysis, Auditing, Microsoft Excel, US GAAP, Analysis, PowerPoint, Microsoft Office, Internal Controls, Microsoft Word, Financial Accounting, Account Reconciliation, Tax, Financial Statements, General Ledger
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2010 — 2011
MBA, Professional Accounting
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2006
BA Communications, Information and Library Studies
Elvis Cabrera Elvis Cabrera's Rothstein Kass Experience October 2012 - July 2014
Job Financial Services Auditor at KPMG US
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass October 2012 - July 2014
Rothstein Kass January 2012 - April 2012
J & L Income Tax Services March 2011 - March 2011
Realogy November 2010 - January 2011
Michael Kors September 2009 - December 2009
Skills
Tax, Auditing, Accounting, GAAP, QuickBooks, Microsoft Excel, Financial Statements
Education
Ramapo College of New Jersey 2006 — 2010
B.A., International Business, Concentration in Accounting
KPMG US July 2014 - Present
Rothstein Kass October 2012 - July 2014
Rothstein Kass January 2012 - April 2012
J & L Income Tax Services March 2011 - March 2011
Realogy November 2010 - January 2011
Michael Kors September 2009 - December 2009
Skills
Tax, Auditing, Accounting, GAAP, QuickBooks, Microsoft Excel, Financial Statements
Education
Ramapo College of New Jersey 2006 — 2010
B.A., International Business, Concentration in Accounting
Dana King Dana King's Rothstein Kass Experience July 2010 - June 2014
Job Senior Associate at KPMG US
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass July 2010 - June 2014
Novartis February 2004 - September 2010
Skills
Training, Human Resources, Leadership, Management, Program Management, Customer Service, Budgets, Project Planning, Account Management, Negotiation, Event Planning, Events Coordination, Employee Relations, Marketing, Sales
Education
Ramapo College of New Jersey 2000 — 2004
BS
KPMG US July 2014 - Present
Rothstein Kass July 2010 - June 2014
Novartis February 2004 - September 2010
Skills
Training, Human Resources, Leadership, Management, Program Management, Customer Service, Budgets, Project Planning, Account Management, Negotiation, Event Planning, Events Coordination, Employee Relations, Marketing, Sales
Education
Ramapo College of New Jersey 2000 — 2004
BS
Waranya Oshiro's Rothstein Kass Experience August 1997 - December 2003
Job Supervisor at Untracht Early LLC
Industry Accounting
Experience
Untracht Early LLC January 2004 - Present
rothstein kass August 1997 - December 2003
Skills
Tax, Hedge Funds, Tax Preparation, Accounting, Tax Returns, Partnership Taxation, Fund Of Funds, Tax Accounting, CPA, US GAAP, Financial Statements
Education
Rutgers, The State University of New Jersey-Newark 1996 — 1997
Rutgers University-New Brunswick 1992 — 1996
Untracht Early LLC January 2004 - Present
rothstein kass August 1997 - December 2003
Skills
Tax, Hedge Funds, Tax Preparation, Accounting, Tax Returns, Partnership Taxation, Fund Of Funds, Tax Accounting, CPA, US GAAP, Financial Statements
Education
Rutgers, The State University of New Jersey-Newark 1996 — 1997
Rutgers University-New Brunswick 1992 — 1996
Kornel Crisostomo, MBA, CPA (Inactive), CFE's Rothstein Kass Experience November 2005 - November 2007
Job Accounting
Industry Defense & Space
Experience
Internet Corporation for Assigned Names and Numbers September 2013 - December 2013
Raytheon January 2008 - July 2013
Raytheon January 2008 - October 2010
Rothstein Kass November 2005 - November 2007
Sony Pictures Entertainment March 2003 - November 2005
Enterprise Rent-A-Car June 2001 - March 2003
Skills
Auditing, Financial Reporting, Sarbanes-Oxley Act, Variance Analysis, Process Improvement, Internal Audit, Enterprise Risk..., Risk Management, Analysis, Risk Assessment, Accounting, General Ledger, GAAP, Finance
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2003 — 2005
MBA, Business Administration - Finance
University of Southern California - Marshall School of Business 1997 — 2001
BS, Business Administration - Corporate Finance
Internet Corporation for Assigned Names and Numbers September 2013 - December 2013
Raytheon January 2008 - July 2013
Raytheon January 2008 - October 2010
Rothstein Kass November 2005 - November 2007
Sony Pictures Entertainment March 2003 - November 2005
Enterprise Rent-A-Car June 2001 - March 2003
Skills
Auditing, Financial Reporting, Sarbanes-Oxley Act, Variance Analysis, Process Improvement, Internal Audit, Enterprise Risk..., Risk Management, Analysis, Risk Assessment, Accounting, General Ledger, GAAP, Finance
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2003 — 2005
MBA, Business Administration - Finance
University of Southern California - Marshall School of Business 1997 — 2001
BS, Business Administration - Corporate Finance
Marla Mintz's Rothstein Kass Experience 1993 - 1999
Job Financial Professional in Transition
Industry Financial Services
Experience
Millbrook Capital Management March 2002 - June 2012
Rothstein Kass 1993 - 1999
Skills
Private Equity, Fund Administration, Management, Alternative Investments, Fund Of Funds, Hedge Funds, Tax, Accounting
Education
Rutgers University-New Brunswick 1991 — 1993
Millbrook Capital Management March 2002 - June 2012
Rothstein Kass 1993 - 1999
Skills
Private Equity, Fund Administration, Management, Alternative Investments, Fund Of Funds, Hedge Funds, Tax, Accounting
Education
Rutgers University-New Brunswick 1991 — 1993
Anthony Donzella's Rothstein Kass Experience August 2007 - August 2011
Job Renaissance Associates Ltd Forensic Accounting
Industry Accounting
Experience
Renaissance Associates Ltd June 2015 - Present
PCAOB August 2011 - May 2015
Rothstein Kass August 2007 - August 2011
Deloitte & Touche September 2004 - August 2007
Skills
SEC filings, US GAAP, GAAP, CPA, Internal Controls, Sarbanes-Oxley Act, Auditing, Financial Reporting, External Audit, Accounting, Big 4, Financial Accounting, Tax, Financial Analysis, Sarbanes-Oxley, IFRS, Financial Statements, Revenue Recognition, Internal Audit, Assurance
Education
Rutgers University-New Brunswick 2000 — 2004
Renaissance Associates Ltd June 2015 - Present
PCAOB August 2011 - May 2015
Rothstein Kass August 2007 - August 2011
Deloitte & Touche September 2004 - August 2007
Skills
SEC filings, US GAAP, GAAP, CPA, Internal Controls, Sarbanes-Oxley Act, Auditing, Financial Reporting, External Audit, Accounting, Big 4, Financial Accounting, Tax, Financial Analysis, Sarbanes-Oxley, IFRS, Financial Statements, Revenue Recognition, Internal Audit, Assurance
Education
Rutgers University-New Brunswick 2000 — 2004
Richard Sumida's Rothstein Kass Experience September 1997 - June 2014
Job Managing Director at KPMG
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass September 1997 - June 2014
Skills
Hedge Funds, Financial Reporting, GAAP, Accounting, Fund Of Funds, SEC filings, CPA, Auditing, US GAAP
Education
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1997
Bachelor of Science (B.S.), Accounting
KPMG US July 2014 - Present
Rothstein Kass September 1997 - June 2014
Skills
Hedge Funds, Financial Reporting, GAAP, Accounting, Fund Of Funds, SEC filings, CPA, Auditing, US GAAP
Education
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1997
Bachelor of Science (B.S.), Accounting
Craig Dalinsky, CPA's Rothstein Kass Experience September 2002 - August 2005
Job VP at Citi Hedge Fund Services
Industry Financial Services
Experience
Citi Hedge Fund Services September 2002 - Present
Rothstein Kass September 2002 - August 2005
Skills
Hedge Funds, Fund Of Funds, Fund Accounting, Alternative Investments, Fund Administration, Private Equity, Fixed Income, Middle Office, Securities, Equities, Derivatives, US GAAP, Financial Reporting, Financial Services, Bloomberg
Education
Rider University 2001 — 2002
Master's Degree, Accounting
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
Bachelor's Degree, Major: Accounting, Minor: Computer Science
Citi Hedge Fund Services September 2002 - Present
Rothstein Kass September 2002 - August 2005
Skills
Hedge Funds, Fund Of Funds, Fund Accounting, Alternative Investments, Fund Administration, Private Equity, Fixed Income, Middle Office, Securities, Equities, Derivatives, US GAAP, Financial Reporting, Financial Services, Bloomberg
Education
Rider University 2001 — 2002
Master's Degree, Accounting
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
Bachelor's Degree, Major: Accounting, Minor: Computer Science
Laura Yaeger's Rothstein Kass Experience April 2003 - June 2004
Job Tax Manager at LFL Veritas LLC
Industry Accounting
Experience
LFL Veritas LLC July 2004 - Present
Rothstein Kass April 2003 - June 2004
Deloitte November 2000 - March 2003
Skills
Tax, Auditing, Tax Returns, QuickBooks, GAAP, Accounting, Internal Controls, Income Tax, ProSystem fx Tax, Fixed Assets, General Ledger, Financial Reporting, Financial Accounting
Education
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2000
Bachelor of Science (BS), Accounting
LFL Veritas LLC July 2004 - Present
Rothstein Kass April 2003 - June 2004
Deloitte November 2000 - March 2003
Skills
Tax, Auditing, Tax Returns, QuickBooks, GAAP, Accounting, Internal Controls, Income Tax, ProSystem fx Tax, Fixed Assets, General Ledger, Financial Reporting, Financial Accounting
Education
Rutgers, The State University of New Jersey-New Brunswick 1996 — 2000
Bachelor of Science (BS), Accounting
Chad Poplawski's Rothstein Kass Experience December 2004 - June 2014
Job Associate Director, Product Management, Tax Technology Practice at KPMG US
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass December 2004 - June 2014
Skills
Tax, Accounting, Partnership Taxation, Financial Reporting, Tax Research, Microsoft CRM, Business Analysis, Business Process..., Financial Services, Private Equity, Hedge Funds, Tax Accounting, Software Project..., Tax Software, Financial Accounting, Leadership, Software Development, Team Building, SharePoint, Income Tax, Financial Statements, Financial Analysis, Software Solution..., Business Strategy, IT Strategy
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2009
MBA
Penn State University
KPMG US July 2014 - Present
Rothstein Kass December 2004 - June 2014
Skills
Tax, Accounting, Partnership Taxation, Financial Reporting, Tax Research, Microsoft CRM, Business Analysis, Business Process..., Financial Services, Private Equity, Hedge Funds, Tax Accounting, Software Project..., Tax Software, Financial Accounting, Leadership, Software Development, Team Building, SharePoint, Income Tax, Financial Statements, Financial Analysis, Software Solution..., Business Strategy, IT Strategy
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2009
MBA
Penn State University
Ralph Natilli's Rothstein Kass Experience October 2005 - June 2014
Job Partner at KPMG US
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass October 2005 - June 2014
Goldstein Golub Kessler LLP October 1998 - September 2005
Berdon LLP November 1992 - October 1998
Skills
Financial Reporting, Auditing, Hedge Funds, Tax, Alternative Investments
Education
Pace University - Lubin School of Business 1988 — 1992
KPMG US July 2014 - Present
Rothstein Kass October 2005 - June 2014
Goldstein Golub Kessler LLP October 1998 - September 2005
Berdon LLP November 1992 - October 1998
Skills
Financial Reporting, Auditing, Hedge Funds, Tax, Alternative Investments
Education
Pace University - Lubin School of Business 1988 — 1992
Faith Vakil's Rothstein Kass Experience September 2000 - 2002
Job Independent Consultant
Industry Accounting
Experience
MBO Partners May 2015 - Present
Fannie Mae April 2009 - September 2010
Fannie Mae April 2008 - April 2009
Fannie Mae September 2004 - April 2008
Goldman Sachs Asset Management January 2003 - September 2004
Rothstein Kass September 2000 - 2002
PepsiCo 1998 - 1998
Skills
Financial Reporting, US GAAP, Sarbanes-Oxley Act, SEC filings, Accounting, Sarbanes-Oxley, Financial Modeling, Valuation, Financial Analysis, External Audit, Financial Accounting, Internal Controls, Auditing, Managerial Finance, Process Improvement, Internal Audit, Business Analysis, GAAP, Essbase, CPA, Due Diligence, Consolidation, Risk Management, Strategic Financial..., Finance, Derivatives, Capital Markets, Banking, Analysis, Corporate Finance, Enterprise Risk..., Financial Risk
Education
UCLA Anderson School of Management 2007 — 2007
Certificate, Womens Leadership
Penn State University 1995 — 2000
BS, Accounting
MBO Partners May 2015 - Present
Fannie Mae April 2009 - September 2010
Fannie Mae April 2008 - April 2009
Fannie Mae September 2004 - April 2008
Goldman Sachs Asset Management January 2003 - September 2004
Rothstein Kass September 2000 - 2002
PepsiCo 1998 - 1998
Skills
Financial Reporting, US GAAP, Sarbanes-Oxley Act, SEC filings, Accounting, Sarbanes-Oxley, Financial Modeling, Valuation, Financial Analysis, External Audit, Financial Accounting, Internal Controls, Auditing, Managerial Finance, Process Improvement, Internal Audit, Business Analysis, GAAP, Essbase, CPA, Due Diligence, Consolidation, Risk Management, Strategic Financial..., Finance, Derivatives, Capital Markets, Banking, Analysis, Corporate Finance, Enterprise Risk..., Financial Risk
Education
UCLA Anderson School of Management 2007 — 2007
Certificate, Womens Leadership
Penn State University 1995 — 2000
BS, Accounting
Stephen Fried, CPA's Rothstein Kass Experience 2005 - 2007
Job CPA at McEnerney, Brady & Company
Industry Government Administration
Experience
McEnerney, Brady & Company, CPA's November 2011 - Present
Credit Suisse 2009 - 2011
Mourant International Finance Administration 2007 - 2009
Rothstein Kass 2005 - 2007
AIG 1999 - 2001
Education
Rutgers University
Bachelor's degree, Economics
McEnerney, Brady & Company, CPA's November 2011 - Present
Credit Suisse 2009 - 2011
Mourant International Finance Administration 2007 - 2009
Rothstein Kass 2005 - 2007
AIG 1999 - 2001
Education
Rutgers University
Bachelor's degree, Economics
Marilou Aquino's Rothstein Kass Experience September 2004 - October 2006
Job Napier Park Global Capital (formerly Citi Capital Advisors)
Industry Financial Services
Experience
Napier Park Global Capital (formerly Citi Capital Advisors) October 2006 - Present
Citi October 2006 - November 2012
Rothstein Kass September 2004 - October 2006
Skills
Hedge Funds, Alternative Investments, Fixed Income, Loans, Auditing, Taxations, Hedge Accounting, Fund Of Funds, Bloomberg, Fund Accounting, Investment Banking, Investments, Equities, Fund Administration, Private Equity
Education
Rutgers, The State University of New Jersey - Rutgers Business School
Bachelor of Science (BS), Accounting
Napier Park Global Capital (formerly Citi Capital Advisors) October 2006 - Present
Citi October 2006 - November 2012
Rothstein Kass September 2004 - October 2006
Skills
Hedge Funds, Alternative Investments, Fixed Income, Loans, Auditing, Taxations, Hedge Accounting, Fund Of Funds, Bloomberg, Fund Accounting, Investment Banking, Investments, Equities, Fund Administration, Private Equity
Education
Rutgers, The State University of New Jersey - Rutgers Business School
Bachelor of Science (BS), Accounting
Kenneth Seifert Jr., CPA's Rothstein Kass Experience October 2001 - July 2014
Job Assistant Controller at Apollo Global Management LLC
Industry Financial Services
Experience
Apollo Global Management LLC June 2015 - Present
KPMG US July 2014 - May 2015
Rothstein Kass October 2001 - July 2014
Ryan and Wetmore, PC June 2000 - August 2000
Skills
Financial Reporting, Auditing, Hedge Funds, Accounting, Fund Of Funds, Alternative Investments, Audit, Fund Accounting, Private Equity, Private Placements, Valuation, Business Development, CPA, US GAAP, GAAP, SEC Filings
Education
Penn State University 1997 — 2001
Accounting
Apollo Global Management LLC June 2015 - Present
KPMG US July 2014 - May 2015
Rothstein Kass October 2001 - July 2014
Ryan and Wetmore, PC June 2000 - August 2000
Skills
Financial Reporting, Auditing, Hedge Funds, Accounting, Fund Of Funds, Alternative Investments, Audit, Fund Accounting, Private Equity, Private Placements, Valuation, Business Development, CPA, US GAAP, GAAP, SEC Filings
Education
Penn State University 1997 — 2001
Accounting
Allison Vega's Rothstein Kass Experience January 2012 - August 2012
Job Financial Manager at Wilkin Management Group, Inc.
Industry Financial Services
Experience
Wilkin Management Group, Inc. January 2013 - Present
Rothstein Kass January 2012 - August 2012
Seagul Capital LP September 2010 - December 2011
Rothstein Kass September 2003 - September 2010
EisnerAmper LLP December 2000 - September 2003
Skills
●MS Office (Word,..., Account Reconciliation, Accounting, Auditing, Budgets, Finance, Financial Reporting, Financial Statements, GAAP, Tax
Education
Ramapo College of New Jersey 1994 — 1999
Bachelor of Applied Science (B.A.Sc.), Accounting
Wilkin Management Group, Inc. January 2013 - Present
Rothstein Kass January 2012 - August 2012
Seagul Capital LP September 2010 - December 2011
Rothstein Kass September 2003 - September 2010
EisnerAmper LLP December 2000 - September 2003
Skills
●MS Office (Word,..., Account Reconciliation, Accounting, Auditing, Budgets, Finance, Financial Reporting, Financial Statements, GAAP, Tax
Education
Ramapo College of New Jersey 1994 — 1999
Bachelor of Applied Science (B.A.Sc.), Accounting
Vera Gjekmarkaj, CPA, MST's Rothstein Kass Experience June 2004 - December 2005
Job Director Tax Services at PwC
Industry Accounting
Experience
PwC 2011 - Present
Smart Business Advisory & Consulting 2005 - 2011
Rothstein Kass June 2004 - December 2005
Skills
Income Tax, Tax, Analysis, CPA, Corporate Tax, FIN 48, GAAP, Tax Accounting, Tax Advisory
Education
Villanova University School of Law 2007 — 2010
MST, Taxation
Rutgers University-New Brunswick 2002 — 2004
PwC 2011 - Present
Smart Business Advisory & Consulting 2005 - 2011
Rothstein Kass June 2004 - December 2005
Skills
Income Tax, Tax, Analysis, CPA, Corporate Tax, FIN 48, GAAP, Tax Accounting, Tax Advisory
Education
Villanova University School of Law 2007 — 2010
MST, Taxation
Rutgers University-New Brunswick 2002 — 2004
Dean Winick's Rothstein Kass Experience June 2004 - January 2005
Job Vice President at Neuberger Berman
Industry Accounting
Experience
Neuberger Berman May 2009 - Present
Lehman Brothers November 2005 - May 2009
BISYS Fund Services January 2005 - November 2005
Rothstein Kass June 2004 - January 2005
Skills
Private Equity, Fund Accounting, Performance Analysis, Fund Administration, Alternative Investments, Fund Of Funds, Financial Reporting, Financial Analysis, Financial Modeling, Accounting, Fixed Income, Corporate Finance
Education
Penn State University 2000 — 2004
Bachelor of Science (BS), Accounting
Neuberger Berman May 2009 - Present
Lehman Brothers November 2005 - May 2009
BISYS Fund Services January 2005 - November 2005
Rothstein Kass June 2004 - January 2005
Skills
Private Equity, Fund Accounting, Performance Analysis, Fund Administration, Alternative Investments, Fund Of Funds, Financial Reporting, Financial Analysis, Financial Modeling, Accounting, Fixed Income, Corporate Finance
Education
Penn State University 2000 — 2004
Bachelor of Science (BS), Accounting
Lisa Cappiello's Rothstein Kass Experience October 2011 - November 2013
Job Tax Principal at WithumSmith + Brown
Industry Accounting
Experience
WithumSmith+Brown August 2015 - Present
Grassi & Co. November 2013 - July 2015
Rothstein Kass October 2011 - November 2013
Caxton Associates LLC 1992 - September 2011
Skills
CPA, Fund Of Funds, Hedge Funds, Income Tax, Partnership Taxation, Private Equity, Tax, Tax Preparation, Accounting, Corporate Tax, Account Reconciliation, Equities, Financial Accounting, Financial Analysis, Financial Reporting, Financial Statements, Fund Accounting, General Ledger, GAAP, International Tax, Tax Accounting, Tax Advisory, Tax Research, Derivatives
Education
Rider University 1982 — 1986
WithumSmith+Brown August 2015 - Present
Grassi & Co. November 2013 - July 2015
Rothstein Kass October 2011 - November 2013
Caxton Associates LLC 1992 - September 2011
Skills
CPA, Fund Of Funds, Hedge Funds, Income Tax, Partnership Taxation, Private Equity, Tax, Tax Preparation, Accounting, Corporate Tax, Account Reconciliation, Equities, Financial Accounting, Financial Analysis, Financial Reporting, Financial Statements, Fund Accounting, General Ledger, GAAP, International Tax, Tax Accounting, Tax Advisory, Tax Research, Derivatives
Education
Rider University 1982 — 1986
Kellie Murphy's Rothstein Kass Experience 2000 - 2005
Job Manager at WeiserMazars LLP
Industry Accounting
Experience
WeiserMazars LLP December 2007 - Present
Rothstein Kass 2000 - 2005
Skills
Internal Controls, Accounting, Energy, Financial Reporting, Auditing, Manufacturing, Due Diligence, US GAAP, Financial Analysis
Education
Rider University 1996 — 2000
WeiserMazars LLP December 2007 - Present
Rothstein Kass 2000 - 2005
Skills
Internal Controls, Accounting, Energy, Financial Reporting, Auditing, Manufacturing, Due Diligence, US GAAP, Financial Analysis
Education
Rider University 1996 — 2000
James P. Garner, Jr.'s Rothstein Kass Experience September 2004 - April 2007
Job Senior Vice President at Citi
Industry Accounting
Experience
Citi April 2013 - Present
Citi December 2010 - April 2013
EisnerAmper LLP November 2007 - December 2010
Dorian A. Vergos & Co. April 2007 - October 2007
Rothstein Kass September 2004 - April 2007
Lawrence & Richards, LLC 2000 - 2004
Skills
Accounting, Alternative Investments, Financial Reporting, Financial Services, Hedge Funds, Private Equity, SEC filings, Tax, Corporate Tax, Financial Accounting, Income Tax, Tax Preparation, Fund Accounting, Fund Of Funds, Tax Returns, Fund Administration, US GAAP, Financial Analysis, Management, Investments, Due Diligence, Finance, GAAP
Education
Ramapo College of New Jersey 2000 — 2002
B.S., Accounting
MPHS
MPHS
Citi April 2013 - Present
Citi December 2010 - April 2013
EisnerAmper LLP November 2007 - December 2010
Dorian A. Vergos & Co. April 2007 - October 2007
Rothstein Kass September 2004 - April 2007
Lawrence & Richards, LLC 2000 - 2004
Skills
Accounting, Alternative Investments, Financial Reporting, Financial Services, Hedge Funds, Private Equity, SEC filings, Tax, Corporate Tax, Financial Accounting, Income Tax, Tax Preparation, Fund Accounting, Fund Of Funds, Tax Returns, Fund Administration, US GAAP, Financial Analysis, Management, Investments, Due Diligence, Finance, GAAP
Education
Ramapo College of New Jersey 2000 — 2002
B.S., Accounting
MPHS
MPHS
Brett Stansfield's Rothstein Kass Experience August 2003 - June 2005
Job Vice President at Citi Hedge Fund Services North America, Inc. (subsidiary of Citi Group)
Industry Financial Services
Experience
Citi Hedge Fund Services North America, Inc. January 2012 - Present
Citi Hedge Fund Services (sub of CitiGroup) June 2008 - January 2013
GSC Group 2005 - 2008
BISYS Fund Services June 2005 - December 2005
Rothstein Kass August 2003 - June 2005
Skills
Fund Accounting, Valuation, Hedge Funds, Fixed Income, Alternative Investments, Financial Analysis, Fund Administration, Equities, Bloomberg, Fund Of Funds, Financial Reporting, Cash Management, Derivatives, Private Equity, Asset Management, Capital Markets, Investment Banking, Mutual Funds, Financial Services
Education
Rider University 1999 — 2003
Citi Hedge Fund Services North America, Inc. January 2012 - Present
Citi Hedge Fund Services (sub of CitiGroup) June 2008 - January 2013
GSC Group 2005 - 2008
BISYS Fund Services June 2005 - December 2005
Rothstein Kass August 2003 - June 2005
Skills
Fund Accounting, Valuation, Hedge Funds, Fixed Income, Alternative Investments, Financial Analysis, Fund Administration, Equities, Bloomberg, Fund Of Funds, Financial Reporting, Cash Management, Derivatives, Private Equity, Asset Management, Capital Markets, Investment Banking, Mutual Funds, Financial Services
Education
Rider University 1999 — 2003
Amy Sharry's Rothstein Kass Experience December 2006 - September 2012
Job Senior Project Manager, Inside Sales Strategy & Growth at ADP
Industry Accounting
Experience
ADP June 2013 - Present
Grant Thornton LLP September 2012 - June 2013
Rothstein Kass December 2006 - September 2012
KPMG, LLP September 2003 - August 2006
Troll Communications December 2001 - August 2003
NUI Corp. 1995 - 2001
Reed Travel Group January 1990 - January 1994
Reed Travel Group January 1990 - January 1994
Skills
Email Marketing, Marketing Communications, Marketing Strategy, Thought Leadership, Marketing, Digital Marketing, Internal Communications, Social Media, Direct Marketing, Lead Generation, Social Media Marketing, Advertising, Public Relations, Market Research, Marketing Management, Strategy, Leadership, Brand Development
Education
Rutgers University-New Brunswick 1987 — 1989
B.A., Communications
Rutgers University, Cook College
Bachelor of Arts, Communications
ADP June 2013 - Present
Grant Thornton LLP September 2012 - June 2013
Rothstein Kass December 2006 - September 2012
KPMG, LLP September 2003 - August 2006
Troll Communications December 2001 - August 2003
NUI Corp. 1995 - 2001
Reed Travel Group January 1990 - January 1994
Reed Travel Group January 1990 - January 1994
Skills
Email Marketing, Marketing Communications, Marketing Strategy, Thought Leadership, Marketing, Digital Marketing, Internal Communications, Social Media, Direct Marketing, Lead Generation, Social Media Marketing, Advertising, Public Relations, Market Research, Marketing Management, Strategy, Leadership, Brand Development
Education
Rutgers University-New Brunswick 1987 — 1989
B.A., Communications
Rutgers University, Cook College
Bachelor of Arts, Communications
Peter McGuire's Rothstein Kass Experience 2000 - 2004
Job Controller at Galleon Group
Industry Accounting
Experience
Galleon Group Assistant ControllerSeneca CapitalJuly 2004 - May 2006
Rothstein Kass 2000 - 2004
Education
Rutgers University-New Brunswick 1995 — 1998
BS, Accounting
Galleon Group Assistant ControllerSeneca CapitalJuly 2004 - May 2006
Rothstein Kass 2000 - 2004
Education
Rutgers University-New Brunswick 1995 — 1998
BS, Accounting
Jigar Mahiji's Rothstein Kass Experience October 2007 - December 2008
Job Senior Tax Analyst at Johnson & Johnson
Industry Accounting
Experience
Johnson & Johnson June 2015 - Present
Credit Suisse April 2012 - June 2015
Untracht Early LLC January 2009 - January 2012
Rothstein Kass October 2007 - December 2008
Citi 2005 - 2007
Skills
Accounting, Tax, Account Reconciliation, Financial Analysis, Tax Preparation, Corporate Tax, Partnership Taxation, Financial Statements, GAAP, Income Tax, GoSystems, Tax Returns, US GAAP, Tax Accounting, CPA, Auditing, Financial Reporting
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2009
MAccy, Financial Accounting
Rutgers, The State University of New Jersey-Newark 2003 — 2007
Bachelors of Science, Accounting
Johnson & Johnson June 2015 - Present
Credit Suisse April 2012 - June 2015
Untracht Early LLC January 2009 - January 2012
Rothstein Kass October 2007 - December 2008
Citi 2005 - 2007
Skills
Accounting, Tax, Account Reconciliation, Financial Analysis, Tax Preparation, Corporate Tax, Partnership Taxation, Financial Statements, GAAP, Income Tax, GoSystems, Tax Returns, US GAAP, Tax Accounting, CPA, Auditing, Financial Reporting
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2009
MAccy, Financial Accounting
Rutgers, The State University of New Jersey-Newark 2003 — 2007
Bachelors of Science, Accounting
Naman Antani's Rothstein Kass Experience January 2009 - November 2010
Job Senior Auditor at Ernst & Young
Industry Accounting
Experience
Ernst & Young October 2011 - Present
McGladrey November 2010 - October 2011
Rothstein Kass January 2009 - November 2010
Skills
US GAAP, GAAP, Financial Reporting, Auditing, Financial Accounting, Internal Controls, Accounting, Financial Analysis, Tax, IFRS, Internal Audit, Financial Audits, Financial Modeling, General Ledger, Variance Analysis, Bloomberg Terminal
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2007 — 2009
Bachelor of Science (BSc), Accounting
Ernst & Young October 2011 - Present
McGladrey November 2010 - October 2011
Rothstein Kass January 2009 - November 2010
Skills
US GAAP, GAAP, Financial Reporting, Auditing, Financial Accounting, Internal Controls, Accounting, Financial Analysis, Tax, IFRS, Internal Audit, Financial Audits, Financial Modeling, General Ledger, Variance Analysis, Bloomberg Terminal
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2007 — 2009
Bachelor of Science (BSc), Accounting
Matthew Marcopolus's Rothstein Kass Experience January 2013 - July 2013
Job Senior Digital Copy Approval Specialist at Ethicon, Inc.
Industry Pharmaceuticals
Experience
Ethicon, Inc. March 2014 - Present
Rothstein Kass January 2013 - July 2013
MetLife June 2011 - July 2012
STC Logistics August 2008 - June 2011
ooVoo May 2008 - August 2008
SunGard June 2007 - September 2007
Rutgers University April 2006 - September 2006
Skills
Social Media Marketing, Competitive Analysis, Online Advertising, Social Media, Marketing Strategy, Advertising, New Business Development, Strategic Planning, Market Research, Product Management, Product Marketing, Marketing, Brand Management, B2B, Marketing Management, Marketing Communications, Public Relations, Sales, Training, Forecasting
Education
Rutgers Graduate Business School 2006 — 2008
Master of Business Administration (MBA)
Rutgers, The State University of New Jersey-Newark 2003 — 2008
MBA, Marketing, Management & Global Business
Ethicon, Inc. March 2014 - Present
Rothstein Kass January 2013 - July 2013
MetLife June 2011 - July 2012
STC Logistics August 2008 - June 2011
ooVoo May 2008 - August 2008
SunGard June 2007 - September 2007
Rutgers University April 2006 - September 2006
Skills
Social Media Marketing, Competitive Analysis, Online Advertising, Social Media, Marketing Strategy, Advertising, New Business Development, Strategic Planning, Market Research, Product Management, Product Marketing, Marketing, Brand Management, B2B, Marketing Management, Marketing Communications, Public Relations, Sales, Training, Forecasting
Education
Rutgers Graduate Business School 2006 — 2008
Master of Business Administration (MBA)
Rutgers, The State University of New Jersey-Newark 2003 — 2008
MBA, Marketing, Management & Global Business
Diomaris Olivo's Rothstein Kass Experience January 2007 - November 2008
Job Internal Audit Professional
Industry Accounting
Experience
Express Scripts 2013 - 2015
Harsco Infrastructure, Americas 2009 - 2011
Rothstein Kass January 2007 - November 2008
Skills
GAAP, Internal Controls, Tax Research, US GAAP, Financial Reporting, Auditing, Sarbanes-Oxley Act, Financial Accounting, SEC filings, Accounting, Financial Statements, Tax Preparation, External Audit, Health Insurance, Medicare Part D, Microsoft Excel, HIPAA
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2008
MBA, Accounting
Rutgers University-New Brunswick 2001 — 2005
BA, Political Science
Express Scripts 2013 - 2015
Harsco Infrastructure, Americas 2009 - 2011
Rothstein Kass January 2007 - November 2008
Skills
GAAP, Internal Controls, Tax Research, US GAAP, Financial Reporting, Auditing, Sarbanes-Oxley Act, Financial Accounting, SEC filings, Accounting, Financial Statements, Tax Preparation, External Audit, Health Insurance, Medicare Part D, Microsoft Excel, HIPAA
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2008
MBA, Accounting
Rutgers University-New Brunswick 2001 — 2005
BA, Political Science
Michael Tenny's Rothstein Kass Experience October 2006 - June 2014
Job Senior Manager at WithumSmith+Brown
Industry Accounting
Experience
WithumSmith+Brown July 2014 - Present
Rothstein Kass October 2006 - June 2014
George Farley, P.C. January 2006 - October 2006
Skills
Financial Services, Auditing, SEC, CPA, Financial Reporting, GAAP, SEC filings, Financial Statements, US GAAP, SEC Filings, Internal Controls, Accounting, Financial Accounting, Financial Analysis, Tax, Tax Preparation, Corporate Tax, Tax Accounting, Income Tax, Sarbanes-Oxley Act, General Ledger
Education
Ramapo College of New Jersey 2003 — 2006
Bachlor's, Accounting
WithumSmith+Brown July 2014 - Present
Rothstein Kass October 2006 - June 2014
George Farley, P.C. January 2006 - October 2006
Skills
Financial Services, Auditing, SEC, CPA, Financial Reporting, GAAP, SEC filings, Financial Statements, US GAAP, SEC Filings, Internal Controls, Accounting, Financial Accounting, Financial Analysis, Tax, Tax Preparation, Corporate Tax, Tax Accounting, Income Tax, Sarbanes-Oxley Act, General Ledger
Education
Ramapo College of New Jersey 2003 — 2006
Bachlor's, Accounting
Gus Kalliaras's Rothstein Kass Experience October 1998 - June 2014
Job Partner at KPMG
Industry Financial Services
Experience
Rothstein Kass October 1998 - June 2014
Skills
Tax Accounting, Securities, Partnership Taxation, Due Diligence, Accounting, Auditing, Fund Of Funds, Mutual Funds, Income Tax, Investment Strategies, Alternative Investments, Hedge Funds, QuickBooks, Financial Reporting, GAAP, Financial Accounting, Financial Services
Education
Rider University 1989 — 1993
Rothstein Kass October 1998 - June 2014
Skills
Tax Accounting, Securities, Partnership Taxation, Due Diligence, Accounting, Auditing, Fund Of Funds, Mutual Funds, Income Tax, Investment Strategies, Alternative Investments, Hedge Funds, QuickBooks, Financial Reporting, GAAP, Financial Accounting, Financial Services
Education
Rider University 1989 — 1993
Vincent Capodanno, CPA's Rothstein Kass Experience 1998 - 2001
Job Manager at WithumSmith+Brown
Industry Accounting
Experience
WithumSmith+Brown August 2012 - Present
ParenteBeard LLC November 2011 - July 2012
Weiser LLP July 2003 - November 2011
KPMG 2000 - 2002
KPMG 2000 - 2002
Rothstein Kass 1998 - 2001
Education
Rutgers University School of Law - Newark 1989 — 1993
BS, Accounting
WithumSmith+Brown August 2012 - Present
ParenteBeard LLC November 2011 - July 2012
Weiser LLP July 2003 - November 2011
KPMG 2000 - 2002
KPMG 2000 - 2002
Rothstein Kass 1998 - 2001
Education
Rutgers University School of Law - Newark 1989 — 1993
BS, Accounting
Cecilia Cheng's Rothstein Kass Experience November 2011 - December 2013
Job Management Accountant at GFI Group
Industry Accounting
Experience
GFI Group December 2013 - Present
Rothstein Kass November 2011 - December 2013
McGladrey & Pullen July 2010 - November 2011
McGladrey & Pullen September 2008 - June 2010
Skills
Internal Controls, GAAP, Financial Reporting, CPA, US GAAP, Auditing, Accounting, SEC filings, Financial Analysis, Financial Accounting, Financial Statements, Private Equity, Sarbanes-Oxley Act, Bloomberg, Variance Analysis, Accounts Payable, Accounts Receivable, Commercials, Risk Assessment, Press Releases, Bank Reconciliation, P&L Analysis, Corporate Tax, Tax Research, Tax
Education
Penn State University
Accounting
GFI Group December 2013 - Present
Rothstein Kass November 2011 - December 2013
McGladrey & Pullen July 2010 - November 2011
McGladrey & Pullen September 2008 - June 2010
Skills
Internal Controls, GAAP, Financial Reporting, CPA, US GAAP, Auditing, Accounting, SEC filings, Financial Analysis, Financial Accounting, Financial Statements, Private Equity, Sarbanes-Oxley Act, Bloomberg, Variance Analysis, Accounts Payable, Accounts Receivable, Commercials, Risk Assessment, Press Releases, Bank Reconciliation, P&L Analysis, Corporate Tax, Tax Research, Tax
Education
Penn State University
Accounting
Howard Liu's Rothstein Kass Experience July 2008 - January 2011
Job Senior Tax Manager
Industry Accounting
Experience
EisnerAmper LLP January 2012 - Present
BDO USA, LLP January 2011 - January 2012
Rothstein Kass July 2008 - January 2011
Rothstein Kass June 2006 - June 2008
The Schonbraun McCann Group 2003 - 2006
Skills
Real Estate, Private Equity, High Net Worth..., Tax, Tax Research, Partnership Taxation, Income Tax, Tax Accounting, Tax Returns, CPA, Tax Advisory, GoSystems, Tax Preparation, IRS, LLC, REIT
Education
Queens College 1992 — 1996
BA, Accounting, Economics
EisnerAmper LLP January 2012 - Present
BDO USA, LLP January 2011 - January 2012
Rothstein Kass July 2008 - January 2011
Rothstein Kass June 2006 - June 2008
The Schonbraun McCann Group 2003 - 2006
Skills
Real Estate, Private Equity, High Net Worth..., Tax, Tax Research, Partnership Taxation, Income Tax, Tax Accounting, Tax Returns, CPA, Tax Advisory, GoSystems, Tax Preparation, IRS, LLC, REIT
Education
Queens College 1992 — 1996
BA, Accounting, Economics
Jean Jin's Rothstein Kass Experience January 2002 - December 2004
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
Citi Hedge Fund Services October 2011 - July 2014
Paskewitz Asset Management, LLC May 2010 - October 2011
Citi June 2007 - May 2010
ALLEN & COMPANY LLC 2006 - 2007
BISYS-RK ALTERNATIVE INVESTMENT SERVICES January 2005 - October 2006
Rothstein Kass January 2002 - December 2004
Skills
Hedge Funds, Valuation, Portfolio Management, Equities, Account Reconciliation
Education
Rutgers, The State University of New Jersey-Newark 2000 — 2001
MBA
Renmin University of China 1987 — 1991
Bachelor
Morgan Stanley July 2014 - Present
Citi Hedge Fund Services October 2011 - July 2014
Paskewitz Asset Management, LLC May 2010 - October 2011
Citi June 2007 - May 2010
ALLEN & COMPANY LLC 2006 - 2007
BISYS-RK ALTERNATIVE INVESTMENT SERVICES January 2005 - October 2006
Rothstein Kass January 2002 - December 2004
Skills
Hedge Funds, Valuation, Portfolio Management, Equities, Account Reconciliation
Education
Rutgers, The State University of New Jersey-Newark 2000 — 2001
MBA
Renmin University of China 1987 — 1991
Bachelor
Doug Johnstone's Rothstein Kass Experience October 2006 - November 2008
Job Auditor at Merck Pharmaceuticals
Industry Accounting
Experience
Barnes & Noble September 2014 - Present
Merck November 2008 - September 2014
Rothstein Kass October 2006 - November 2008
Skills
Sarbanes-Oxley Act, Auditing, Financial Reporting, Internal Controls, Internal Audit, Accounting, FCPA, Financial Accounting, Financial Analysis, SAP, Quality Auditing, Forecasting, Strategic Financial..., Risk Assessment, US GAAP, Process Improvement, Budgets, Fraud, Fraud Detection, Hyperion Enterprise
Education
Rutgers Business School
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Barnes & Noble September 2014 - Present
Merck November 2008 - September 2014
Rothstein Kass October 2006 - November 2008
Skills
Sarbanes-Oxley Act, Auditing, Financial Reporting, Internal Controls, Internal Audit, Accounting, FCPA, Financial Accounting, Financial Analysis, SAP, Quality Auditing, Forecasting, Strategic Financial..., Risk Assessment, US GAAP, Process Improvement, Budgets, Fraud, Fraud Detection, Hyperion Enterprise
Education
Rutgers Business School
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Effin Logue's Rothstein Kass Experience April 2012 - July 2014
Job We Build Valuable Careers with our People
Industry Accounting
Experience
DHG January 2015 - Present
KPMG July 2014 - December 2014
Rothstein Kass April 2012 - July 2014
Citigroup August 1997 - April 2012
Mattel October 1994 - July 1997
Allied Signal (now Honeywell) June 1993 - October 1994
General Electric April 1989 - July 1993
TRW April 1987 - April 1989
Beneficial Mgmt Corp September 1985 - April 1987
Skills
Compensation, Global HR, Succession Planning, Talent Acquisition, Workforce Planning, Performance Management, Employee Relations, Organizational..., Leadership Development, Executive Coaching, Change Management, Deferred Compensation, Human Resources, Onboarding, Employee Benefits, Employee Engagement, HRIS, Talent Management, Benefits Administration, Management, Personnel Management, PeopleSoft, Applicant Tracking..., HR Policies, Organizational Design, College Recruiting, Interviews, Leadership, Recruiting, Mergers & Acquisitions, New Hire Orientations, Vendor Management
Education
Rutgers University-New Brunswick 1986 — 1989
MS, Industrial Relations and Human Resources
University of Colorado Boulder - Leeds School of Business 1981 — 1985
BS, Human Resources
DHG January 2015 - Present
KPMG July 2014 - December 2014
Rothstein Kass April 2012 - July 2014
Citigroup August 1997 - April 2012
Mattel October 1994 - July 1997
Allied Signal (now Honeywell) June 1993 - October 1994
General Electric April 1989 - July 1993
TRW April 1987 - April 1989
Beneficial Mgmt Corp September 1985 - April 1987
Skills
Compensation, Global HR, Succession Planning, Talent Acquisition, Workforce Planning, Performance Management, Employee Relations, Organizational..., Leadership Development, Executive Coaching, Change Management, Deferred Compensation, Human Resources, Onboarding, Employee Benefits, Employee Engagement, HRIS, Talent Management, Benefits Administration, Management, Personnel Management, PeopleSoft, Applicant Tracking..., HR Policies, Organizational Design, College Recruiting, Interviews, Leadership, Recruiting, Mergers & Acquisitions, New Hire Orientations, Vendor Management
Education
Rutgers University-New Brunswick 1986 — 1989
MS, Industrial Relations and Human Resources
University of Colorado Boulder - Leeds School of Business 1981 — 1985
BS, Human Resources
James Heacock's Rothstein Kass Experience November 1996 - June 2014
Job Senior Manager at KPMG LLP
Industry Accounting
Experience
KPMG LLP July 2014 - Present
Rothstein Kass November 1996 - June 2014
Skills
GAAP, Auditing, US GAAP, Tax, Partnership Taxation, Internal Controls, Financial Reporting, Tax Accounting, Financial Accounting
Education
Rutgers Graduate School of Management
MBA, Accounting
KPMG LLP July 2014 - Present
Rothstein Kass November 1996 - June 2014
Skills
GAAP, Auditing, US GAAP, Tax, Partnership Taxation, Internal Controls, Financial Reporting, Tax Accounting, Financial Accounting
Education
Rutgers Graduate School of Management
MBA, Accounting
Vinti Malkani's Rothstein Kass Experience 2006 - 2009
Job Sr Internal Auditor
Industry Accounting
Experience
CBS Corporation 2011 - Present
PwC 2010 - 2011
Crowe Horwath LLP 2009 - 2010
Rothstein Kass 2006 - 2009
Education
Rutgers University
Masters, Accountancy
CBS Corporation 2011 - Present
PwC 2010 - 2011
Crowe Horwath LLP 2009 - 2010
Rothstein Kass 2006 - 2009
Education
Rutgers University
Masters, Accountancy
Matthew Gilman, CPA's Rothstein Kass Experience December 1997 - November 2003
Job CFO and CCO at Hound Partners, LLC
Industry Financial Services
Experience
Hound Partners, LLC August 2009 - Present
Diker Management, LLC December 2003 - May 2008
Rothstein Kass December 1997 - November 2003
Skills
Hedge Funds, Accounting, Auditing, Tax, CPA, Fund Accounting, Fund Of Funds, GAAP, Financial Reporting, Alternative Investments, Due Diligence, Investor Relations, Financial Accounting, Valuation, Financial Analysis, Equities
Education
Rider University 1990 — 1994
BS, Accounting
Hound Partners, LLC August 2009 - Present
Diker Management, LLC December 2003 - May 2008
Rothstein Kass December 1997 - November 2003
Skills
Hedge Funds, Accounting, Auditing, Tax, CPA, Fund Accounting, Fund Of Funds, GAAP, Financial Reporting, Alternative Investments, Due Diligence, Investor Relations, Financial Accounting, Valuation, Financial Analysis, Equities
Education
Rider University 1990 — 1994
BS, Accounting
Peter Chung's Rothstein Kass Experience January 2010 - March 2010
Job Senior Fund Accountant at Citco Fund Services
Industry Accounting
Experience
Citco Fund Services August 2014 - Present
SS&C Technologies September 2011 - August 2014
Solix Inc. February 2011 - August 2011
Rothstein Kass January 2010 - March 2010
Skills
Accounting, Microsoft Office, QuickBooks, Strategic Planning, Tax, Research, Budgets, Account Reconciliation, PowerPoint, Microsoft Excel, Microsoft Word, Financial Accounting, Financial Reporting, Invoicing, Software Documentation, Financial Analysis, Auditing, General Ledger
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2007 — 2009
BS, accounting
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
BS, Accounting
Citco Fund Services August 2014 - Present
SS&C Technologies September 2011 - August 2014
Solix Inc. February 2011 - August 2011
Rothstein Kass January 2010 - March 2010
Skills
Accounting, Microsoft Office, QuickBooks, Strategic Planning, Tax, Research, Budgets, Account Reconciliation, PowerPoint, Microsoft Excel, Microsoft Word, Financial Accounting, Financial Reporting, Invoicing, Software Documentation, Financial Analysis, Auditing, General Ledger
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2007 — 2009
BS, accounting
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
BS, Accounting
Greg Mazur, CPA's Rothstein Kass Experience January 2006 - April 2009
Job Vice President at BlackRock Kelso Capital
Industry Financial Services
Experience
BlackRock Kelso Capital Vice PresidentBlackRock Kelso CapitalNovember 2011 - Present
UBP Asset Management January 2010 - November 2011
Rothstein Kass January 2006 - April 2009
Skills
Hedge Funds, Accounting, Audit, Asset Management, Fund Of Funds, Private Equity, Alternative Investments, Investments, Financial Analysis, Valuation, Excel, GAAP, Financial Reporting, Auditing, Word, Financial Accounting
Education
Penn State University 2001 — 2005
Bachelors, Accounting
BlackRock Kelso Capital Vice PresidentBlackRock Kelso CapitalNovember 2011 - Present
UBP Asset Management January 2010 - November 2011
Rothstein Kass January 2006 - April 2009
Skills
Hedge Funds, Accounting, Audit, Asset Management, Fund Of Funds, Private Equity, Alternative Investments, Investments, Financial Analysis, Valuation, Excel, GAAP, Financial Reporting, Auditing, Word, Financial Accounting
Education
Penn State University 2001 — 2005
Bachelors, Accounting
Kellie McCaffrey's Rothstein Kass Experience October 2006 - July 2010
Job
Industry Accounting
Experience
Morgan Stanley July 2011 - September 2013
Deloitte & Touche December 2010 - July 2011
Rothstein Kass October 2006 - July 2010
Philadelphia KiXX January 2008 - May 2008
Philadelphia KiXX August 2004 - May 2008
North Brunswick Township Board of Education November 2004 - October 2006
Philadelphia Barrage April 2005 - August 2006
North Brunswick Township High School June 2001 - September 2005
New Jersey Center of Dance September 2001 - June 2004
Skills
Auditing, Hedge Funds, Equities, Accounting, Valuation, Financial Statements, Derivatives, Internal Controls, US GAAP, Investments, Financial Audits
Education
University of Delaware - Lerner College of Business and Economics 2002 — 2006
Bachelors, Accounting
Rutgers University-New Brunswick 2002 — 2002
Business Administration
North Brunswick Township High School
Morgan Stanley July 2011 - September 2013
Deloitte & Touche December 2010 - July 2011
Rothstein Kass October 2006 - July 2010
Philadelphia KiXX January 2008 - May 2008
Philadelphia KiXX August 2004 - May 2008
North Brunswick Township Board of Education November 2004 - October 2006
Philadelphia Barrage April 2005 - August 2006
North Brunswick Township High School June 2001 - September 2005
New Jersey Center of Dance September 2001 - June 2004
Skills
Auditing, Hedge Funds, Equities, Accounting, Valuation, Financial Statements, Derivatives, Internal Controls, US GAAP, Investments, Financial Audits
Education
University of Delaware - Lerner College of Business and Economics 2002 — 2006
Bachelors, Accounting
Rutgers University-New Brunswick 2002 — 2002
Business Administration
North Brunswick Township High School
Sean Sawey's Rothstein Kass Experience September 2008 - April 2014
Job Tax Supervisor at Richey May & Co., LLP
Industry Accounting
Experience
Richey May & Co., LLP April 2014 - Present
Rothstein Kass September 2008 - April 2014
Skills
Tax Research, Tax Preparation, Partnership Taxation, Tax Accounting, Tax, Income Tax, Tax Returns, CPA, Hedge Funds, ProSystem fx Tax, GoSystems, GAAP, Corporate Tax, Fund Of Funds, Private Equity, US GAAP, CCH ProSystem fx, International Tax, Alternative Investments
Education
Ramapo College of New Jersey 2003 — 2005
Bachelor's Degree, Accounting and Finance
Richey May & Co., LLP April 2014 - Present
Rothstein Kass September 2008 - April 2014
Skills
Tax Research, Tax Preparation, Partnership Taxation, Tax Accounting, Tax, Income Tax, Tax Returns, CPA, Hedge Funds, ProSystem fx Tax, GoSystems, GAAP, Corporate Tax, Fund Of Funds, Private Equity, US GAAP, CCH ProSystem fx, International Tax, Alternative Investments
Education
Ramapo College of New Jersey 2003 — 2005
Bachelor's Degree, Accounting and Finance
Justin Castagnacci's Rothstein Kass Experience October 2007 - June 2014
Job Assurance Senior Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP August 2014 - Present
Rothstein Kass October 2007 - June 2014
Skills
GAAP, Financial Reporting, Hedge Funds, Audit, Auditing, Financial Accounting, Accounting, CPA, Excel, Internal Controls, Business Strategy, Derivatives, Hedge Accounting, Equities, Financial Services, Sarbanes-Oxley Act, SEC filings, Asset Allocation, CCH ProSystem fx, Budgets, Bloomberg Terminal, Partnership Taxation, Personnel Management, Staff Development, Financial Analysis, Microsoft Excel, Financial Statements, Tax, Tax Preparation, US GAAP, Partnership Accounting
Education
Penn State University 2003 — 2007
BS, Accounting
BDO USA, LLP August 2014 - Present
Rothstein Kass October 2007 - June 2014
Skills
GAAP, Financial Reporting, Hedge Funds, Audit, Auditing, Financial Accounting, Accounting, CPA, Excel, Internal Controls, Business Strategy, Derivatives, Hedge Accounting, Equities, Financial Services, Sarbanes-Oxley Act, SEC filings, Asset Allocation, CCH ProSystem fx, Budgets, Bloomberg Terminal, Partnership Taxation, Personnel Management, Staff Development, Financial Analysis, Microsoft Excel, Financial Statements, Tax, Tax Preparation, US GAAP, Partnership Accounting
Education
Penn State University 2003 — 2007
BS, Accounting
Allyza Lopez, CPA's Rothstein Kass Experience October 2006 - March 2011
Job Manager Internal Audit at Omnicom Group
Industry Accounting
Experience
Omnicom Group April 2011 - Present
Rothstein Kass October 2006 - March 2011
Skills
Internal Controls, Auditing, US GAAP, Sarbanes-Oxley Act, Financial Reporting, SEC filings
Education
Providence College 2002 — 2006
BS, Accountancy
Omnicom Group April 2011 - Present
Rothstein Kass October 2006 - March 2011
Skills
Internal Controls, Auditing, US GAAP, Sarbanes-Oxley Act, Financial Reporting, SEC filings
Education
Providence College 2002 — 2006
BS, Accountancy
Dan Borenstein's Rothstein Kass Experience 2002 - 2004
Job CFO at Sandell Asset Management
Industry Financial Services
Experience
Sandell Asset Management July 2014 - Present
Man Group 2012 - 2014
Ore Hill Partners 2007 - 2012
Gracie Capital 2004 - 2007
Rothstein Kass 2002 - 2004
Skills
Alternative Investments, Hedge Funds
Education
Rutgers Business School 2001 — 2004
University of Delaware 1997 — 2001
Golda Och Academy 1984 — 1997
Sandell Asset Management July 2014 - Present
Man Group 2012 - 2014
Ore Hill Partners 2007 - 2012
Gracie Capital 2004 - 2007
Rothstein Kass 2002 - 2004
Skills
Alternative Investments, Hedge Funds
Education
Rutgers Business School 2001 — 2004
University of Delaware 1997 — 2001
Golda Och Academy 1984 — 1997
Seth Levy, CPA's Rothstein Kass Experience February 2004 - December 2004
Job at One William Street Capital Management LP
Industry Investment Management
Experience
One William Street Capital January 2015 - Present
GoldenTree Asset Management August 2007 - January 2015
BISYS Fund Services January 2005 - July 2007
Rothstein Kass February 2004 - December 2004
Skills
Tax, Accounting, Private Equity, GAAP, International Tax, Partnership Taxation, CPA, Hedge Funds, Alternative Investments, Fund Of Funds
Education
Rutgers University – Camden 1999 — 2003
BS
One William Street Capital January 2015 - Present
GoldenTree Asset Management August 2007 - January 2015
BISYS Fund Services January 2005 - July 2007
Rothstein Kass February 2004 - December 2004
Skills
Tax, Accounting, Private Equity, GAAP, International Tax, Partnership Taxation, CPA, Hedge Funds, Alternative Investments, Fund Of Funds
Education
Rutgers University – Camden 1999 — 2003
BS
Glenda Simoes's Rothstein Kass Experience May 2008 - April 2010
Job Benefits Analyst III Disability SME at Horizon BCBSNJ
Industry Human Resources
Experience
Horizon Blue Cross Blue Shield of New Jersey May 2014 - Present
Maidenform August 2010 - July 2014
Rothstein Kass May 2008 - April 2010
Ermenegildo Zegna October 2007 - May 2008
Atlantic Homecare & Hospice August 2002 - October 2007
Skills
MS Office 2007, SAP, SmartBen, Lawson HRIS, Ultipro, HR Perspectives, Checkpoint HR, Human Resources, Perspectives, Employee Benefits, Benefits Administration, Recruiting, HRIS, Deferred Compensation, Training, Microsoft Office 2007, FMLA, Payroll, Onboarding, Management, New Hire Orientations, Software Documentation, Employee Relations, Vendor Management, Performance Appraisal
Education
Rutgers University-New Brunswick 2004 — 2007
Bachelors, Labor Studies and Employment Relations
Horizon Blue Cross Blue Shield of New Jersey May 2014 - Present
Maidenform August 2010 - July 2014
Rothstein Kass May 2008 - April 2010
Ermenegildo Zegna October 2007 - May 2008
Atlantic Homecare & Hospice August 2002 - October 2007
Skills
MS Office 2007, SAP, SmartBen, Lawson HRIS, Ultipro, HR Perspectives, Checkpoint HR, Human Resources, Perspectives, Employee Benefits, Benefits Administration, Recruiting, HRIS, Deferred Compensation, Training, Microsoft Office 2007, FMLA, Payroll, Onboarding, Management, New Hire Orientations, Software Documentation, Employee Relations, Vendor Management, Performance Appraisal
Education
Rutgers University-New Brunswick 2004 — 2007
Bachelors, Labor Studies and Employment Relations
Rebecca Lockhart's Rothstein Kass Experience November 2011 - May 2013
Job Senior Auditor at Anchin, Block & Anchin LLP
Industry Accounting
Experience
Anchin, Block & Anchin LLP October 2013 - Present
Rothstein Kass November 2011 - May 2013
Skills
GAAP, Accounting, US GAAP, Auditing, Corporate Finance, Financial Reporting, Financial Statements, Financial Accounting, External Audit, CPA, Sarbanes-Oxley Act, Microsoft Excel
Education
Rutgers, The State University of New Jersey-Newark 2007 — 2009
Bachelors, Accounting
Raritan Valley Community College 2005 — 2007
Associates, Liberal Arts
Anchin, Block & Anchin LLP October 2013 - Present
Rothstein Kass November 2011 - May 2013
Skills
GAAP, Accounting, US GAAP, Auditing, Corporate Finance, Financial Reporting, Financial Statements, Financial Accounting, External Audit, CPA, Sarbanes-Oxley Act, Microsoft Excel
Education
Rutgers, The State University of New Jersey-Newark 2007 — 2009
Bachelors, Accounting
Raritan Valley Community College 2005 — 2007
Associates, Liberal Arts
Sagar Shah, CPA, MBA's Rothstein Kass Experience October 2008 - October 2011
Job Partner at Shah and Sons Associates LLC
Industry Accounting
Experience
Shah and Sons Associates LLC October 2011 - Present
Rothstein Kass October 2008 - October 2011
Siemens January 2007 - July 2007
Scottrade May 2006 - December 2006
Skills
CPA, Accounting, Financial Reporting, Auditing, Financial Analysis, Tax, Financial Accounting, Internal Controls, Valuation, GAAP, US GAAP, Private Equity, Financial Modeling, Hedge Funds, Corporate Finance, Due Diligence, Sarbanes-Oxley Act, Assurance, Microsoft Excel, Financial Statements, Corporate Tax, SEC filings
Education
Rutgers Business School 2007 — 2008
MBA, Accouting
Rutgers University-New Brunswick 2004 — 2007
BA, Economics
Shah and Sons Associates LLC October 2011 - Present
Rothstein Kass October 2008 - October 2011
Siemens January 2007 - July 2007
Scottrade May 2006 - December 2006
Skills
CPA, Accounting, Financial Reporting, Auditing, Financial Analysis, Tax, Financial Accounting, Internal Controls, Valuation, GAAP, US GAAP, Private Equity, Financial Modeling, Hedge Funds, Corporate Finance, Due Diligence, Sarbanes-Oxley Act, Assurance, Microsoft Excel, Financial Statements, Corporate Tax, SEC filings
Education
Rutgers Business School 2007 — 2008
MBA, Accouting
Rutgers University-New Brunswick 2004 — 2007
BA, Economics
Marlene Minnelli's Rothstein Kass Experience February 2012 - June 2014
Job Tax Administrator at Nigro Karlin Segal Feldstein & Bolno
Industry Accounting
Experience
Rothstein Kass February 2012 - June 2014
Aflac November 2011 - January 2012
Bank of America February 2011 - April 2011
Stonefield Josephson January 1980 - April 2010
Skills
Outlook
Education
Pasadena City College
AA, General
Rothstein Kass February 2012 - June 2014
Aflac November 2011 - January 2012
Bank of America February 2011 - April 2011
Stonefield Josephson January 1980 - April 2010
Skills
Outlook
Education
Pasadena City College
AA, General
Megan Maguire Kim's Rothstein Kass Experience October 2003 - June 2014
Job Manager at KPMG
Industry Accounting
Experience
KPMG July 2014 - Present
Rothstein Kass October 2003 - June 2014
Skills
Hedge Funds, Auditing, Financial Reporting, Tax, Fund Of Funds, Private Equity, US GAAP, CPA, Internal Controls, Partnership Taxation, Financial Accounting, Financial Statements
Education
Rutgers, The State University of New Jersey-Newark 2002 — 2003
MBA, Professional Accounting
Rutgers, The State University of New Jersey-New Brunswick 1998 — 2002
BA, Economics
KPMG July 2014 - Present
Rothstein Kass October 2003 - June 2014
Skills
Hedge Funds, Auditing, Financial Reporting, Tax, Fund Of Funds, Private Equity, US GAAP, CPA, Internal Controls, Partnership Taxation, Financial Accounting, Financial Statements
Education
Rutgers, The State University of New Jersey-Newark 2002 — 2003
MBA, Professional Accounting
Rutgers, The State University of New Jersey-New Brunswick 1998 — 2002
BA, Economics
Jesse Shemesh's Rothstein Kass Experience 2007 - 2009
Job Portfolio Manager at Kite and Key Realty Group
Industry Financial Services
Experience
Waksard Capital, LLC July 2011 - September 2014
BDO USA, LLP 2011 - 2012
Investors of Change, LLC 2009 - 2011
Rothstein Kass 2007 - 2009
Johnson & Johnson 2006 - 2007
Skills
Due Diligence, Valuation, Private Equity, Real Estate, Alternative Investments, Financial Accounting, Real Estate Transactions, Mergers & Acquisitions, Investments, CPA, Finance, Hedge Funds, Tax, Asset Management, Financial Services, Real Estate Development, Portfolio Management, Equities, Funding, International Tax, Asset Managment, Mortgage Lending, 1031 Exchanges, Financial Structuring, Foreign Investment, Financial Advisory, Loan Modifications, Accounting, Derivatives, REO, Foreclosures, Loans, Short Sales, Judgment Collections, Enforcement Of Judgments, Judgment Recovery, Note Buying, Whole Loan Trading, Investment Properties
Education
Penn State University 2002 — 2007
Accounting, Business Law
Waksard Capital, LLC July 2011 - September 2014
BDO USA, LLP 2011 - 2012
Investors of Change, LLC 2009 - 2011
Rothstein Kass 2007 - 2009
Johnson & Johnson 2006 - 2007
Skills
Due Diligence, Valuation, Private Equity, Real Estate, Alternative Investments, Financial Accounting, Real Estate Transactions, Mergers & Acquisitions, Investments, CPA, Finance, Hedge Funds, Tax, Asset Management, Financial Services, Real Estate Development, Portfolio Management, Equities, Funding, International Tax, Asset Managment, Mortgage Lending, 1031 Exchanges, Financial Structuring, Foreign Investment, Financial Advisory, Loan Modifications, Accounting, Derivatives, REO, Foreclosures, Loans, Short Sales, Judgment Collections, Enforcement Of Judgments, Judgment Recovery, Note Buying, Whole Loan Trading, Investment Properties
Education
Penn State University 2002 — 2007
Accounting, Business Law
Marie Ekshian's Rothstein Kass Experience 2012 - 2013
Job Financial Analyst at Alexandria Real Estate Equities, Inc.
Industry Accounting
Experience
Alexandria Real Estate Equities, Inc. June 2015 - Present
VCA Antech August 2013 - June 2015
Rothstein Kass 2012 - 2013
Skills
Financial Modeling, QuickBooks, Microsoft Excel, Financial Analysis, Accounting, Microsoft Office, Financial Statement..., Financial Reporting, Access, PowerPoint, Auditing, Microsoft Word, Mergers, Financial Accounting, Research
Education
University of Southern California 2011 — 2012
Master's degree, Accounting
University of California, Los Angeles 2008 — 2010
Bachelors, Sociology
Pasadena City College
Alexandria Real Estate Equities, Inc. June 2015 - Present
VCA Antech August 2013 - June 2015
Rothstein Kass 2012 - 2013
Skills
Financial Modeling, QuickBooks, Microsoft Excel, Financial Analysis, Accounting, Microsoft Office, Financial Statement..., Financial Reporting, Access, PowerPoint, Auditing, Microsoft Word, Mergers, Financial Accounting, Research
Education
University of Southern California 2011 — 2012
Master's degree, Accounting
University of California, Los Angeles 2008 — 2010
Bachelors, Sociology
Pasadena City College
Nicholas Bussanich's Rothstein Kass Experience November 2008 - May 2013
Job Compliance at FHLBank New York
Industry Accounting
Experience
FHL-Bank New York April 2014 - Present
ISACA-NJ chapter 2012 - Present
CohnReznick-MC,FC,FHNY May 2013 - March 2014
Rothstein Kass November 2008 - May 2013
CBIZ MHM, LLC 2006 - 2008
AHT Financial Services November 2003 - February 2006
IBM 2001 - 2003
Merrill Lynch 2000 - 2001
Prudential Financial 1997 - 2000
TCG-Twin County Grocers 1995 - 1997
Skills
Accounting, GAAP, Assurance, Valuation, Sarbanes-Oxley Act, SEC filings, Financial Modeling, General Ledger, Asset Managment, Financial Analysis, Accounts Receivable, Oracle General Ledger, CRISC, CISA
Education
Stevens Institute of Technology
MSIS, Information Systems
Pace University - Lubin School of Business
BA, Accounting
Secaucus High School
FHL-Bank New York April 2014 - Present
ISACA-NJ chapter 2012 - Present
CohnReznick-MC,FC,FHNY May 2013 - March 2014
Rothstein Kass November 2008 - May 2013
CBIZ MHM, LLC 2006 - 2008
AHT Financial Services November 2003 - February 2006
IBM 2001 - 2003
Merrill Lynch 2000 - 2001
Prudential Financial 1997 - 2000
TCG-Twin County Grocers 1995 - 1997
Skills
Accounting, GAAP, Assurance, Valuation, Sarbanes-Oxley Act, SEC filings, Financial Modeling, General Ledger, Asset Managment, Financial Analysis, Accounts Receivable, Oracle General Ledger, CRISC, CISA
Education
Stevens Institute of Technology
MSIS, Information Systems
Pace University - Lubin School of Business
BA, Accounting
Secaucus High School
John Recker's Rothstein Kass Experience October 2013 - June 2014
Job Facilitator of Business Transformation & Process Improvement
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass October 2013 - June 2014
Rothstein Kass October 2009 - October 2013
Rothstein Kass June 2005 - October 2009
GHI June 2004 - August 2004
Skills
Business Process..., Business Strategy, Program Management, Project Management, Project Portfolio..., Data Analysis, Vendor Management, Team Leadership, Shared Services, Financial Analysis, Microsoft Excel, CRM, Hedge Funds, Balanced Scorecard, MS Project, Consulting, SharePoint, Financial Services, Investor Allocations, Mergers & Acquisitions, Alternative Investments, Microsoft Office, Leadership, Business Analysis
Education
Quinnipiac University 2001 — 2005
Bachelor of Science (BS), Business Management
KPMG US July 2014 - Present
Rothstein Kass October 2013 - June 2014
Rothstein Kass October 2009 - October 2013
Rothstein Kass June 2005 - October 2009
GHI June 2004 - August 2004
Skills
Business Process..., Business Strategy, Program Management, Project Management, Project Portfolio..., Data Analysis, Vendor Management, Team Leadership, Shared Services, Financial Analysis, Microsoft Excel, CRM, Hedge Funds, Balanced Scorecard, MS Project, Consulting, SharePoint, Financial Services, Investor Allocations, Mergers & Acquisitions, Alternative Investments, Microsoft Office, Leadership, Business Analysis
Education
Quinnipiac University 2001 — 2005
Bachelor of Science (BS), Business Management
Christine Huffman's Rothstein Kass Experience January 2012 - July 2013
Job Wine Educator at WALT Wines
Industry Wine and Spirits
Experience
WALT Wines November 2014 - Present
Rutberg & Company July 2013 - December 2014
Charles Creek Vineyard June 2013 - October 2014
Rothstein Kass January 2012 - July 2013
Goldman Sachs September 2011 - December 2011
Burrill & Company October 2010 - August 2011
Barclays Capital September 2008 - August 2010
Barclays Capital June 2005 - August 2010
Lehman Brothers June 2005 - September 2008
Bear Stearns March 2002 - May 2005
Skills
PowerPoint, Online Research, Travel Arrangements, Calendaring, Calendars, Concur, Expense Management, Spreadsheets, Salesforce.com, Outlook, Time Management, Microsoft Excel, Accounting, Expense Reports, PeopleSoft, Management
Education
Queens College City University 1994 — 2002
Bachelor of Arts, Psychology
Queens College 1992 — 2002
BA, Psychology
WALT Wines November 2014 - Present
Rutberg & Company July 2013 - December 2014
Charles Creek Vineyard June 2013 - October 2014
Rothstein Kass January 2012 - July 2013
Goldman Sachs September 2011 - December 2011
Burrill & Company October 2010 - August 2011
Barclays Capital September 2008 - August 2010
Barclays Capital June 2005 - August 2010
Lehman Brothers June 2005 - September 2008
Bear Stearns March 2002 - May 2005
Skills
PowerPoint, Online Research, Travel Arrangements, Calendaring, Calendars, Concur, Expense Management, Spreadsheets, Salesforce.com, Outlook, Time Management, Microsoft Excel, Accounting, Expense Reports, PeopleSoft, Management
Education
Queens College City University 1994 — 2002
Bachelor of Arts, Psychology
Queens College 1992 — 2002
BA, Psychology
Manali Shah's Rothstein Kass Experience November 2011 - August 2012
Job Accounting Analyst at Sanofi
Industry Accounting
Experience
Sanofi April 2015 - Present
Ernst & Young September 2012 - April 2015
Rothstein Kass November 2011 - August 2012
Becker Professional Education July 2010 - May 2011
Rutgers Business School January 2010 - February 2011
Barnes & Noble College Booksellers May 2010 - August 2010
Barnes & Noble College Booksellers January 2010 - May 2010
Skills
Accounting, QuickBooks, Financial Reporting, Auditing, Microsoft Excel, Financial Accounting, Financial Analysis, PeopleSoft, Access, Accounts Payable, PowerPoint, Microsoft Word, Account Reconciliation, GAAP, General Ledger, Payroll
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2011
Masters, Financial Accounting candidate
Rutgers, The State University of New Jersey-Newark 2009 — 2011
Sanofi April 2015 - Present
Ernst & Young September 2012 - April 2015
Rothstein Kass November 2011 - August 2012
Becker Professional Education July 2010 - May 2011
Rutgers Business School January 2010 - February 2011
Barnes & Noble College Booksellers May 2010 - August 2010
Barnes & Noble College Booksellers January 2010 - May 2010
Skills
Accounting, QuickBooks, Financial Reporting, Auditing, Microsoft Excel, Financial Accounting, Financial Analysis, PeopleSoft, Access, Accounts Payable, PowerPoint, Microsoft Word, Account Reconciliation, GAAP, General Ledger, Payroll
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2011 — 2011
Masters, Financial Accounting candidate
Rutgers, The State University of New Jersey-Newark 2009 — 2011
Joshua Kam's Rothstein Kass Experience July 2008 - July 2011
Job Senior Associate at Talbot, Korvola & Warwick, LLP
Industry Accounting
Experience
Talbot, Korvola & Warwick LLP June 2012 - Present
Kevin E. Fordyce, CPA August 2011 - December 2011
Rothstein Kass July 2008 - July 2011
KPMG 2006 - 2008
Education
Pepperdine University 2002 — 2006
B.S., Accounting
Punahou School
Talbot, Korvola & Warwick LLP June 2012 - Present
Kevin E. Fordyce, CPA August 2011 - December 2011
Rothstein Kass July 2008 - July 2011
KPMG 2006 - 2008
Education
Pepperdine University 2002 — 2006
B.S., Accounting
Punahou School
Snehesh Patel's Rothstein Kass Experience September 2004 - June 2014
Job Tax Senior Manager at KPMG US
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass September 2004 - June 2014
MasterCard International 2003 - 2004
Skills
Tax Accounting, Accounting, Tax, Tax Research, Hedge Funds, Fund Of Funds, Private Equity, CPA, Financial Services
Education
Pace University-Pleasantville/Briarcliff Campus 2002 — 2004
Bachelor of Science, Accounting
Westchester Community College 2000 — 2002
Associate in Science, Accounting
KPMG US July 2014 - Present
Rothstein Kass September 2004 - June 2014
MasterCard International 2003 - 2004
Skills
Tax Accounting, Accounting, Tax, Tax Research, Hedge Funds, Fund Of Funds, Private Equity, CPA, Financial Services
Education
Pace University-Pleasantville/Briarcliff Campus 2002 — 2004
Bachelor of Science, Accounting
Westchester Community College 2000 — 2002
Associate in Science, Accounting
Ashley Langmacher, CPA's Rothstein Kass Experience January 2008 - September 2013
Job at
Industry Accounting
Experience
Catholic Health Initiatives September 2014 - Present
Catholic Health Initiatives August 2013 - September 2014
Rothstein Kass January 2008 - September 2013
Skills
Partnership Taxation, High Net Worth..., Hedge Funds, Fund Of Funds, Asset Management..., CPA, MBA, Microsoft Excel, Tax Research, Tax Accounting, Tax Preparation, Tax Returns, Tax
Education
Regis University 2008 — 2009
MBA, Accounting and Finance
Regis University 2004 — 2008
Bachelor of Science (B.S.), Accounting and Business/Management
Catholic Health Initiatives September 2014 - Present
Catholic Health Initiatives August 2013 - September 2014
Rothstein Kass January 2008 - September 2013
Skills
Partnership Taxation, High Net Worth..., Hedge Funds, Fund Of Funds, Asset Management..., CPA, MBA, Microsoft Excel, Tax Research, Tax Accounting, Tax Preparation, Tax Returns, Tax
Education
Regis University 2008 — 2009
MBA, Accounting and Finance
Regis University 2004 — 2008
Bachelor of Science (B.S.), Accounting and Business/Management
Jaleelah Fudda's Rothstein Kass Experience October 2006 - July 2008
Job Senior Accountant, Financial Reporting at Actavis plc
Industry Pharmaceuticals
Experience
Actavis plc October 2013 - Present
Warner Chilcott (acquired by Actavis plc on October 1, 2013) August 2008 - October 2013
Rothstein Kass October 2006 - July 2008
Skills
Financial Reporting, Ad Hoc Reporting, Consolidation, GAAP, Sarbanes-Oxley Act, US GAAP, Accounting, SEC filings, CPA
Education
Rutgers University-New Brunswick 2001 — 2006
BS, Accounting
Actavis plc October 2013 - Present
Warner Chilcott (acquired by Actavis plc on October 1, 2013) August 2008 - October 2013
Rothstein Kass October 2006 - July 2008
Skills
Financial Reporting, Ad Hoc Reporting, Consolidation, GAAP, Sarbanes-Oxley Act, US GAAP, Accounting, SEC filings, CPA
Education
Rutgers University-New Brunswick 2001 — 2006
BS, Accounting
Lee Ehly's Rothstein Kass Experience September 1997 - 2000
Job Chief Financial Officer at Alternative Investment Management LLC
Industry Investment Management
Experience
Alternative Investment Management LLC May 2012 - Present
Hunter Global Investors May 2002 - December 2011
PwC 2000 - 2001
Rothstein Kass September 1997 - 2000
Skills
CPA, GAAP, SEC filings, Partnership Accounting, FASB, Financial Reporting, US GAAP, Internal Controls, Fund Accounting, FAS 5, Financial Accounting, Hedge Funds
Education
Rutgers University-New Brunswick 1994 — 1997
BS, Accounting
Alternative Investment Management LLC May 2012 - Present
Hunter Global Investors May 2002 - December 2011
PwC 2000 - 2001
Rothstein Kass September 1997 - 2000
Skills
CPA, GAAP, SEC filings, Partnership Accounting, FASB, Financial Reporting, US GAAP, Internal Controls, Fund Accounting, FAS 5, Financial Accounting, Hedge Funds
Education
Rutgers University-New Brunswick 1994 — 1997
BS, Accounting
Trisha Markulics Jemal's Rothstein Kass Experience 2003 - 2005
Job Accountant at Millennium Partners
Industry Investment Management
Experience
Millennium Partners December 2006 - September 2013
Glenview Capital September 2005 - November 2006
Rothstein Kass 2003 - 2005
Skills
Hedge Funds
Education
Penn State University 1999 — 2003
Millennium Partners December 2006 - September 2013
Glenview Capital September 2005 - November 2006
Rothstein Kass 2003 - 2005
Skills
Hedge Funds
Education
Penn State University 1999 — 2003
Jonathan Weinberg's Rothstein Kass Experience January 2014 - April 2014
Job Tax Accountant at Leshkowitz & Co
Industry Accounting
Experience
Leshkowitz & Co January 2015 - Present
EY August 2014 - December 2014
Rothstein Kass January 2014 - April 2014
Samuel S. Adelsberg & Co. September 2012 - June 2013
Los Angeles Summer Community Kollel April 2008 - January 2009
Upper New York NCSY January 2007 - January 2009
Skills
ProSystem fx Tax, CCH ProSystem fx, Microsoft Excel, Microsoft Word, Microsoft Powerpoint
Education
Queens College 2013 — 2015
Master's Degree, Accounting
Queens College
Bachelor of Science, Accounting and Information Systems
Yeshiva University, Azrieli Graduate School of Jewish Education and Administration
Master of Science, Jewish Education
Yeshiva University, Yeshiva College
Bachelor of Arts, Psychology
Leshkowitz & Co January 2015 - Present
EY August 2014 - December 2014
Rothstein Kass January 2014 - April 2014
Samuel S. Adelsberg & Co. September 2012 - June 2013
Los Angeles Summer Community Kollel April 2008 - January 2009
Upper New York NCSY January 2007 - January 2009
Skills
ProSystem fx Tax, CCH ProSystem fx, Microsoft Excel, Microsoft Word, Microsoft Powerpoint
Education
Queens College 2013 — 2015
Master's Degree, Accounting
Queens College
Bachelor of Science, Accounting and Information Systems
Yeshiva University, Azrieli Graduate School of Jewish Education and Administration
Master of Science, Jewish Education
Yeshiva University, Yeshiva College
Bachelor of Arts, Psychology
Doyle Yoon's Rothstein Kass Experience January 2014 - April 2014
Job Senior International Tax Counsel at EY
Industry Law Practice
Experience
EY 2015 - Present
CIT May 2014 - May 2015
Rothstein Kass January 2014 - April 2014
Law Office of Robert J. DeGroot, Esq. February 2005 - May 2012
Superior Court of New Jersey - Essex County February 2008 - August 2008
Northrop Grumman August 2003 - May 2004
Uniqema Inc. July 2002 - December 2002
Education
Rutgers Graduate Business School 2012 — 2013
Master of Business Administration (M.B.A.), Professional Accounting
Seton Hall University School of Law 2004 — 2007
Juris Doctor
Saint Charles University - Prague, Czech Republic 2006 — 2006
Study Abroad Program
Virginia Polytechnic Institute and State University 1999 — 2004
Bachelor of Science (B.S.), Industrial Engineering
Mountain Lakes High School
EY 2015 - Present
CIT May 2014 - May 2015
Rothstein Kass January 2014 - April 2014
Law Office of Robert J. DeGroot, Esq. February 2005 - May 2012
Superior Court of New Jersey - Essex County February 2008 - August 2008
Northrop Grumman August 2003 - May 2004
Uniqema Inc. July 2002 - December 2002
Education
Rutgers Graduate Business School 2012 — 2013
Master of Business Administration (M.B.A.), Professional Accounting
Seton Hall University School of Law 2004 — 2007
Juris Doctor
Saint Charles University - Prague, Czech Republic 2006 — 2006
Study Abroad Program
Virginia Polytechnic Institute and State University 1999 — 2004
Bachelor of Science (B.S.), Industrial Engineering
Mountain Lakes High School
Mabelly Bermudez's Rothstein Kass Experience September 2009 - Present
Job Administrative Assistant at Mueser Rutledge Consulting Engineers
Industry Financial Services
Experience
Mueser Rutledge Consulting Engineers October 2013 - Present
Rothstein Kass September 2009 - Present
Davis & Gilbert LLP March 2005 - March 2009
Marketing Management Group July 2004 - March 2005
Omni Commercial LLC September 2001 - July 2004
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Outlook, PowerPoint, CRM, Adobe Acrobat, Finance, Spreadsheets, Administrative..., Lotus Notes, Mergers & Acquisitions, QuickBooks, Auditing, Human Resources
Education
Plaza College 2000 — 2002
Associate of Arts (A.A.), Computer Support Specialist
Mueser Rutledge Consulting Engineers October 2013 - Present
Rothstein Kass September 2009 - Present
Davis & Gilbert LLP March 2005 - March 2009
Marketing Management Group July 2004 - March 2005
Omni Commercial LLC September 2001 - July 2004
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Outlook, PowerPoint, CRM, Adobe Acrobat, Finance, Spreadsheets, Administrative..., Lotus Notes, Mergers & Acquisitions, QuickBooks, Auditing, Human Resources
Education
Plaza College 2000 — 2002
Associate of Arts (A.A.), Computer Support Specialist
Aharon-Krispin Anat's Rothstein Kass Experience July 2012 - Present
Job Sr. Manager at Rothstein Kass
Industry Accounting
Experience
Rothstein Kass July 2012 - Present
Friedman LLP October 2007 - July 2012
CohnReznick LLP September 1999 - September 2007
Skills
Tax Accounting, Tax
Education
Rutgers Business School 2002 — 2005
Master's degree, Taxation
Rothstein Kass July 2012 - Present
Friedman LLP October 2007 - July 2012
CohnReznick LLP September 1999 - September 2007
Skills
Tax Accounting, Tax
Education
Rutgers Business School 2002 — 2005
Master's degree, Taxation
Jesse Peltz's Rothstein Kass Experience January 2014 - June 2014
Job Senior Associate, Alternative Investments at KPMG
Industry Accounting
Experience
KPMG July 2014 - Present
Rothstein Kass January 2014 - June 2014
Skills
US GAAP
Education
Penn State University 2008 — 2012
Bachelor of Science (B.S.), Accounting
KPMG July 2014 - Present
Rothstein Kass January 2014 - June 2014
Skills
US GAAP
Education
Penn State University 2008 — 2012
Bachelor of Science (B.S.), Accounting
Joseph Hellman's Rothstein Kass Experience October 2012 - July 2014
Job Senior Associate Audit at KPMG US
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass October 2012 - July 2014
Skills
General Ledger, Accounting, Financial Reporting, GAAP
Education
Penn State University 2007 — 2012
Master's degree, Accounting
KPMG US July 2014 - Present
Rothstein Kass October 2012 - July 2014
Skills
General Ledger, Accounting, Financial Reporting, GAAP
Education
Penn State University 2007 — 2012
Master's degree, Accounting