Rothstein Kass

Description

Headquarters: Roseland, New Jersey, United States Founded: 1959 Parent organization: KPMG LLP Subsidiary: Rothstein Kass Business Advisory Services, LLC

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Rothstein Kass Employees

Employee
Years
Job
Industry
Thomas Chapline Thomas Chapline Dallas/Fort Worth Area Details
Thomas Chapline's Rothstein Kass Experience January 2013 - March 2013
Job Bachelor of Business Administration in Accounting at SMU
Industry Accounting
Experience
KPMG US  October 2014 - Present
Rothstein Kass   January 2013 - March 2013
Southern Tide  August 2011 - January 2013
Morgan Stanley Smith Barney  July 2011 - August 2011
Muller Bressler Brown  June 2010 - August 2010

Skills
Advertising, Leadership

Education
Southern Methodist University - Cox School of Business   2013 — 2014
MS in Accounting, Accounting

Southern Methodist University - Cox School of Business   2009 — 2013
Bachelor of Business Administration, Accounting

Dominick Mingione Dominick Mingione Greater New York City Area Details
Dominick Mingione's Rothstein Kass Experience October 2008 - April 2009
Job Senior Fund Accountant at Citco
Industry Accounting
Experience
The Citco Group of Companies  February 2014 - Present
Solus Alternative Asset Management  May 2013 - Present
Citi  March 2010 - Present
Rothstein Kass   October 2008 - April 2009
Locke Capital Management   December 2007 - April 2008
Mendonca & Suarez   June 2007 - October 2007
Greg Bernicker & Associates   January 2007 - May 2007

Skills
Auditing

Education
St. John's University, The Peter J. Tobin College of Business   2007 — 2008
MBA, Accounting

St. John's University, The Peter J. Tobin College of Business   2003 — 2007
BA, Accounting

Patrick Clancy Patrick Clancy San Francisco Bay Area Details
Patrick Clancy's Rothstein Kass Experience November 2011 - January 2014
Job Manager, National Financial Services Business Development at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP  November 2014 - Present
KPMG US  January 2014 - November 2014
Rothstein Kass   November 2011 - January 2014
Rothstein Kass   June 2010 - June 2010
Northwestern Mutual  January 2008 - January 2009
Clancy Machine Tool Inc.   2004 - 2006

Skills
Hedge Funds, Fund Of Funds, Business Advisory, Real Estate Private..., Asset Managment, Investments, Alternative Investments, Financial Services, Commerical Services, Financial Accounting, Financial Reporting, Auditing, GAAP, Financial Analysis, Valuation, Bloomberg, Private Equity, Due Diligence, Finance, Venture Capital, Equities, Asset Management, Strength Training

Education
Saint Mary's College of California
Bachelor of Science, Accounting

Michelle Verga Michelle Verga Staten Island, New York Details
Michelle Verga's Rothstein Kass Experience November 2012 - July 2014
Job Senior Accountant at SS&C Technologies
Industry Management Consulting
Experience
SS&C Technologies  November 2014 - Present
KPMG  July 2014 - November 2014
Rothstein Kass   November 2012 - July 2014

Skills
Auditing, External Audit, Accounting, Financial Accounting, Financial Reporting, US GAAP, IFRS, Assurance, Financial Services, Microsoft Excel, GAAP, Financial Statements

Education
St. John's University   2011 — 2012
Master of Business Administration (MBA), Accounting

St. John's University   2007 — 2011
Bachelor's degree, Accounting

Richard Llanos Richard Llanos Jackson Heights, New York Details
Richard Llanos's Rothstein Kass Experience December 2010 - April 2011
Job Accounts Receivable at Wurth USA
Industry Automotive
Experience
Wurth USA  September 2011 - Present
Rothstein Kass   December 2010 - April 2011
Meadowlands Racing & Entertainment  May 2010 - November 2010

Skills
Account Reconciliation

Education
Saint Peter's University   2007 — 2010
Bachelor's Degree, Accounting

Ryan Curtis, CPA Ryan Curtis, CPA Greater Los Angeles Area Details
Ryan Curtis, CPA's Rothstein Kass Experience September 2008 - December 2010
Job Specialist at PIMCO
Industry Accounting
Experience
PIMCO  January 2011 - Present
Rothstein Kass   September 2008 - December 2010
Western Asset Management Company  July 2006 - September 2008
Z57 Internet Solutions  April 2004 - February 2006
PETCO  July 2002 - March 2004

Skills
Accounting, Auditing, Account Reconciliation, General Ledger, Portfolio Management, Hedge Funds, Analysis, Financial Services, Journal Entries, Budgets, Bank Reconciliation, Mutual Funds, GAAP, Financial Reporting, Internal Controls, Equities, Financial Analysis, Financial Statements, Securities, Management, Derivatives

Education
San Diego State University-California State University
BS, Business Administration (Accounting)

Daniel Cone Daniel Cone Moraga, California Details
Daniel Cone's Rothstein Kass Experience January 2014 - April 2014
Job Santa Clara University CAAP Graduate; CPA Candidate
Industry Accounting
Experience
KPMG US  October 2014 - Present
Rothstein Kass   January 2014 - April 2014
Sea Products West   February 2012 - June 2013
Moraga Country Club  August 2010 - February 2012

Skills
Microsoft Excel, Financial Analysis, Teamwork, Accounting, Golf, Customer Service, Microsoft Office, PowerPoint, Sales, Microsoft Word

Education
Santa Clara University   2013 — 2013
CAAP Accounting Program, Accounting

Saint Mary's College of California   2006 — 2010
Bachelor of Business Administration (B.B.A.)

Christina Woo Christina Woo San Francisco Bay Area Details
Christina Woo's Rothstein Kass Experience November 2013 - June 2014
Job Senior Associate Audit at KPMG
Industry Accounting
Experience
KPMG US  July 2014 - Present
Rothstein Kass   November 2013 - June 2014
Rothstein Kass   November 2012 - March 2013
Benefit Cosmetics  February 2012 - May 2012
Accounting Students Organization  December 2011 - May 2012
Accounting Students Organization  May 2011 - December 2011
Becker Professional Review  August 2010 - August 2011
Accounting Students Organization  January 2011 - May 2011
Volunteer Income Tax Assistance  January 2011 - April 2011
Accounting Students Organization  January 2010 - December 2010

Skills
Internal Audit, Auditing, Financial Accounting, Accounting, Management, Financial Reporting, Microsoft Office, Tax Preparation, GAAP, Microsoft Excel, Financial Statements

Education
San Francisco State University   2007 — 2012
Bachelor of Science (B.S.), Business Administration, Concentration: Accounting

San Francisco State University   2007 — 2012
Bachelor of Arts (B.A.), Japanese Language and Literature

Dan Carbonella Dan Carbonella Staten Island, New York Details
Dan Carbonella's Rothstein Kass Experience September 2005 - November 2008
Job Partner at Daszkowski, Tompkins, Weg & Carbonella P.C.
Industry Accounting
Experience
Daszkowski, Tompkins, Weg & Carbonella P.C.   January 2008 - Present
Rothstein Kass   September 2005 - November 2008

Skills
QuickBooks, Accounting, Auditing, CPA, Journal Entries, Tax Returns, Financial Planners, Financial Services, Lacerte, Hedge Funds, Tax, GAAP, Tax Accounting, Tax Research, Partnership Taxation

Education
St. John's University   2004 — 2005
Master of Business Administration (MBA), Accounting

St. John's University   2000 — 2004
Bachelor of Science (BS), Accounting

Staten Island Tech   1996 — 2000

Richard Bollinger Richard Bollinger Memphis, Tennessee Details
Richard Bollinger's Rothstein Kass Experience August 2010 - 2013
Job Fixed Income Sales at Duncan Williams Inc.
Industry Capital Markets
Experience
Duncan Williams Inc.  July 2012 - Present
Rothstein Kass LLC   September 2010 - 2013
Rothstein Kass   August 2010 - 2013
KPMG US  January 2008 - May 2009
KPMG US  January 2008 - May 2009
McKesson Pharmaceutical  May 2008 - September 2008
Kean Miller Law Firm   December 2006 - December 2007

Skills
GAAP, Financial Statements, Hedge Funds, Assurance, Financial Reporting, Accounting, SEC filings, General Ledger, External Audit, Internal Controls, CPA, Financial Analysis, US GAAP, Auditing, SOX 404, Big 4, Tax, Financial Accounting, Sarbanes-Oxley Act, Fixed Income, Capital Markets, Finance, Fixed Assets, Bonds, Municipal Bonds, High Yield Bonds, Government Bonds, Convertible Bonds, Fixed Income Analysis, Fixed Income Portfolio...

Education
Southern Methodist University - Cox School of Business   2010 — 2010
Master of Science, Accounting (MSA)

Southern Methodist University   2005 — 2009
Bachelor's Degree, Accounting (B.B.A.)

Memphis University School   1999 — 2004

Morgan Grifka Morgan Grifka Orlando, Florida Area Details
Morgan Grifka's Rothstein Kass Experience January 2011 - April 2011
Job Senior Financial Analyst, Domestic Travel Operations The Walt Disney Company
Industry Hospitality
Experience
The Walt Disney Company  August 2015 - Present
The Walt Disney Company  June 2013 - August 2015
The Walt Disney Company  January 2013 - June 2013
Rothstein Kass   January 2011 - April 2011
BBVA Compass  August 2007 - May 2009
Bank of America  February 2006 - February 2007

Skills
Accounting, Financial Reporting, Microsoft Excel, Financial Analysis, Budgets, Account Reconciliation, Financial Accounting, Auditing, Accounts Receivable, Microsoft Word, General Ledger, PowerPoint, Finance, Forecasting, Internal Controls

Education
University of Florida - Hough Graduate School of Business   2011 — 2012
Masters, International Business

SDA Bocconi   2012 — 2012
Graduate Exchange Student, International Business

University of Florida - Warrington College Of Business   2009 — 2011
Bachelors, Accounting

Santa Fe College   2007 — 2009
AA, Accounting

Marleigh Truman Marleigh Truman Greater Philadelphia Area Details
Marleigh Truman's Rothstein Kass Experience November 2012 - June 2014
Job Senior Audit Associate at KPMG
Industry Accounting
Experience
KPMG  July 2014 - Present
Rothstein Kass   November 2012 - June 2014
Rothstein Kass   January 2012 - March 2012
Fox Wyndrum Associates   May 2010 - December 2011
New England Music Camp  June 2008 - August 2010
BloomsByTheBox.com   May 2010 - June 2010
Abercrombie & Fitch  November 2008 - May 2009

Skills
Auditing, Financial Statements, Microsoft Office, Customer Service

Education
Rutgers Graduate Business School   2011 — 2012
MBA, Accounting

Rutgers University-New Brunswick   2007 — 2011
BA, Economics

James Cua James Cua Greater New York City Area Details
James Cua's Rothstein Kass Experience September 2011 - October 2013
Job Senior Associate at PwC
Industry Accounting
Experience
PwC  November 2013 - Present
Rothstein Kass   September 2011 - October 2013
Citco Fund Services  September 2009 - September 2011
MetLife  February 2009 - September 2009
Morgan Stanley  2004 - 2008

Skills
Fund Accounting, Accounting, Hedge Funds, Fund Administration

Education
Rutgers, The State University of New Jersey-Newark   2006 — 2008
MBA, Finance

Jesse Mercado Jesse Mercado Los Angeles, California Details
Jesse Mercado's Rothstein Kass Experience June 2013 - June 2014
Job Tax Staff Accountant at Nigro Karlin Segal Feldstein & Bolno
Industry Accounting
Experience
Nigro Karlin Segal Feldstein & Bolno  July 2014 - Present
Rothstein Kass   June 2013 - June 2014
H&R Block  December 2012 - June 2013

Skills
Accounting, QuickBooks, Microsoft Excel, Tax Preparation, Data Entry

Education
University of Southern California   2012 — 2013
Master of Business Administration (M.B.A.), Taxation

Sonoma State University   2007 — 2011
Accounting

Ling Fang Ling Fang Greater New York City Area Details
Ling Fang's Rothstein Kass Experience July 1998 - December 2004
Job Wealth Management Advisor
Industry Financial Services
Experience
Merrill Lynch  September 2011 - 2012
Standard Chartered Bank  December 2009 - August 2010
Ramius Capital Group  May 2006 - October 2008
Rohatyn Group   January 2005 - May 2006
Rothstein Kass   July 1998 - December 2004
Rothstein Kass/Bisys   1997 - 2004

Skills
Hedge Funds, Alternative Investments, Fund Accounting, Fund Of Funds, Equities, Wealth Management, Philanthropy

Education
Rutgers, The State University of New Jersey-Newark   1996 — 1997
Master, MBA in professional accounting

Allison Bedford Allison Bedford Greater New York City Area Details
Allison Bedford's Rothstein Kass Experience 2004 - 2008
Job Senior International Tax Analyst at Honeywell
Industry Financial Services
Experience
Honeywell  August 2013 - Present
Honeywell  August 2013 - Present
CIT  June 2011 - August 2013
Rufolo & Stein   January 2011 - May 2011
Seton Hall University School of Law  September 2010 - December 2010
Telcordia Technologies  July 2010 - August 2010
Proskauer Rose LLP  April 2009 - July 2010
Rothstein Kass   2004 - 2008

Skills
CPA, Passed the February...

Education
Seton Hall University School of Law   2008 — 2011

State University of New York at Albany   2000 — 2004
Bachelor's degree, Accounting

Paige P. Utkov, CPA Paige P. Utkov, CPA Dallas, Texas Details
Paige P. Utkov, CPA's Rothstein Kass Experience November 2011 - July 2014
Job Senior Accountant at Rosewood Management Corporation
Industry Accounting
Experience
Rosewood Management Corporation   August 2015 - Present
Strait Capital Company Ltd   September 2014 - August 2015
KPMG US  July 2014 - September 2014
Rothstein Kass   November 2011 - July 2014
Maverick Capital  April 2010 - October 2010
Weaver  February 2010 - May 2010
U.S. House of Representatives on Capitol Hill   May 2009 - August 2009

Skills
Financial Analysis, Accounting, Microsoft Excel, QuickBooks, PowerPoint, Private Equity, Tax, Financial Accounting, Microsoft Word, Microsoft Office, Financial Statements, Financial Reporting, GAAP, Tax Returns

Education
Southern Methodist University   2010 — 2011
Masters of Science, Accounting & Taxation

Southern Methodist University - Cox School of Business   2006 — 2010
Bachelors of Business Administration, Accounting

Michael Sekzer Michael Sekzer Greater New York City Area Details
Michael Sekzer's Rothstein Kass Experience June 2013 - August 2013
Job Tax Associate at KPMG LLP
Industry Accounting
Experience
KPMG US  October 2014 - Present
St. John's University   September 2013 - May 2014
Rothstein Kass   June 2013 - August 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, HTML, Strategic Planning

Education
St. John's University   2009 — 2014
Master of Science (MS), Accounting

Lisa Jenny Lisa Jenny Greater New York City Area Details
Lisa Jenny's Rothstein Kass Experience September 1997 - March 2003
Job accountant at Sobel
Industry Accounting
Experience
Sobel & Co., LLC   September 2009 - Present
Smolin Lupin & Co  February 2005 - September 2007
Rothstein Kass   September 1997 - March 2003

Skills
General Ledger, Auditing, Accounting, Financial Reporting, GAAP, Tax, Small Business

Education
Rutgers, The State University of New Jersey-Newark   1994 — 1997
b.s., accounting CPA track

Kimberly Sarno Kimberly Sarno Greater New York City Area Details
Kimberly Sarno's Rothstein Kass Experience February 2012 - June 2013
Job Tax Manager
Industry Accounting
Experience
Ross Rosenthal & Company, LLP   2014 - Present
Rothstein Kass   February 2012 - June 2013
EisnerAmper LLP  2008 - 2010
Friedman LLP  2003 - 2008
Price Waterhouse Coopers  2002 - 2003
CohnReznick LLP  1997 - 2002

Skills
Tax Research, Corporate Tax, Partnership Taxation, Tax Accounting, Tax, Income Tax, ProSystem fx Tax, Tax Returns, Tax Preparation, International Tax, CPA, Financial Reporting, Tax Advisory, General Ledger, High Net Worth..., US GAAP, GoSystems, S Corporations

Education
Rutgers, The State University of New Jersey-Newark

Johnnie Lawrence Jr., CPA, CFP®, MST Johnnie Lawrence Jr., CPA, CFP®, MST New York, New York Details
Johnnie Lawrence Jr., CPA, CFP®, MST's Rothstein Kass Experience 2005 - 2008
Job Client Accounting & Tax Services at Rockefeller & Co., Inc.
Industry Financial Services
Experience
Rockefeller & Co., Inc.   2014 - Present
St. James Development Corp.   2009 - 2014
The Ayco Company, L.P.   2012 - 2013
Jeffries & Company   2011 - 2011
Withum Smith & Brown  2010 - 2011
Marks Paneth & Shron LLP  2009 - 2009
Neuberger Berman  2008 - 2009
Rothstein Kass   2005 - 2008
Prudential Financial  2003 - 2005
United States Air Force  1998 - 2004

Skills
Financial Reporting, Auditing, Accounting, Tax, Tax Accounting, Tax Preparation, CPA, Tax Research, Income Tax, QuickBooks, Finance, Internal Controls, Microsoft Excel, Financial Accounting, Financial Analysis, GAAP, US GAAP, Tax Returns, SEC filings, Corporate Tax, Financial Statements, Financial Planning

Education
Fairleigh Dickinson University-Florham Campus   2008 — 2010
Master of Science (M.S.)

Rutgers, The State University of New Jersey-Newark   1998 — 2000
BS

Andrew Treubig Andrew Treubig Greater New York City Area Details
Andrew Treubig's Rothstein Kass Experience January 2014 - February 2014
Job Audit Associate at KPMG US
Industry Accounting
Experience
KPMG US  October 2014 - Present
The Kitchen  May 2012 - September 2014
Rothstein Kass   January 2014 - February 2014
Phi Chi Chapter - Delta Kappa Epsilon   September 2011 - July 2012
Frank Livelli, MD   May 2011 - August 2011
YOR Health  June 2009 - August 2009
Vector Marketing  May 2009 - August 2009
Central Bergen Lacrosse Camp   July 2008 - August 2008

Skills
Word, Customer Service, Economics, Teamwork, Customer Relations, Facebook, Retail, Microsoft Word, Microsoft Office, Spanish, Outlook, Sales, PowerPoint, Social Networking, Access, Financial Analysis, Research, Microsoft Excel, Social Media, Event Planning, Management, Data Analysis, Social Media Marketing, Public Speaking, Training, Marketing, Nonprofits, Leadership, Human Resources, Time Management, Fundraising, Teaching, Market Research, Team Leadership, Strategic Planning, Public Relations, Recruiting, Analysis, Coaching, Advertising, Windows, English, Event Management, Marketing Communications, Finance, Photoshop, Community Outreach, Project Management, Editing, Team Building

Education
Rutgers, The State University of New Jersey-Newark   2013 — 2014
Master of Business Administration (MBA), Professional Accounting

Rutgers University, New Brunswick   2008 — 2012
Bachelor of Arts (B.A.), Economics; Organizational Leadership

Bergen Catholic High School   2004 — 2008

Dani Moheisen Dani Moheisen Paterson, New Jersey Details
Dani Moheisen's Rothstein Kass Experience January 2014 - February 2014
Job FS Audit Associate I at KPMG
Industry Accounting
Experience
KPMG  October 2014 - Present
Rothstein Kass   January 2014 - February 2014
Rite Aid  March 2008 - May 2013

Skills
Customer Service, Time Management, PowerPoint, Microsoft Word, Microsoft Office, Teamwork, Microsoft Excel, Data Analysis, Auditing, Team Leadership, Financial Accounting, Presentation Skills, Income Tax, Financial Reporting, Hedge Funds, CCH ProSystem fx, eAudit

Education
Rutgers, The State University of New Jersey-Newark   2013 — 2014
Master of Business Administration (M.B.A.), Professional Accounting

Rutgers, The State University of New Jersey-New Brunswick   2009 — 2013
Bachelor of Science (B.S.), Kinesiology and Exercise Science

Cameron Shepherd Cameron Shepherd Dallas/Fort Worth Area Details
Cameron Shepherd's Rothstein Kass Experience October 2012 - June 2014
Job Audit Senior Associate at KPMG
Industry Accounting
Experience
KPMG US  July 2014 - Present
Rothstein Kass   October 2012 - June 2014

Skills
Accounting, PowerPoint, Financial Reporting, Financial Analysis, Auditing

Education
Southern Methodist University - Cox School of Business   2011 — 2012
Master of Science in Accounting

Southern Methodist University   2007 — 2011
Bachelor of Business Administration (BBA), Accounting

Scott Cohen, CPA Scott Cohen, CPA Greater Los Angeles Area Details
Scott Cohen, CPA's Rothstein Kass Experience 2003 - 2005
Job Actively Seeking Employment Opportunities in the Alternative Investments Industry
Industry Financial Services
Experience
North Street Global Fund Services   April 2014 - September 2014
Hedge Solutions   October 2005 - April 2014
Rothstein Kass   2003 - 2005
Cliffwood Partners   2001 - 2003
Ernst & Young  1996 - 2001

Skills
Mutual Funds, Hedge Funds, Leadership, Management, Start-ups, Investments, Funding, Portfolio Management, Risk Management, Alternative Investments, Hedging, Trading, Fund Administration, Equities, Private Equity, Asset Management, Securities, Fixed Income

Education
Katella High School

San Francisco State University

Anthony Parisi, CPA Anthony Parisi, CPA Greater New York City Area Details
Anthony Parisi, CPA's Rothstein Kass Experience November 2009 - June 2014
Job Audit Manager at KPMG
Industry Accounting
Experience
KPMG US  July 2014 - Present
Rothstein Kass   November 2009 - June 2014

Skills
GAAP, Fund Accounting, Hedge Funds, Fund Of Funds, Alternative Investments, Financial Accounting, Microsoft Office, US GAAP, Payroll, Bloomberg, Auditing, Financial Analysis, Financial Statements, Tax, Accounting, CPA, Financial Reporting

Education
St. John's University   2004 — 2009
BS/MBA, Accounting

Kyle Park Kyle Park Dallas, Texas Details
Kyle Park's Rothstein Kass Experience November 2013 - July 2014
Job Audit Senior Associate at KPMG
Industry Accounting
Experience
KPMG US  July 2014 - Present
Rothstein Kass   November 2013 - July 2014

Skills
Microsoft Excel, Accounting, Financial Accounting, Financial Reporting, US GAAP, Microsoft Office, GAAP, Financial Analysis, Auditing, Financial Modeling, Financial Statements, Internal Controls, PowerPoint

Education
Southern Methodist University - Cox School of Business   2012 — 2013
Master of Science (MS), Accounting

Southern Methodist University - Cox School of Business   2008 — 2013
Bachelor of Business Administration (B.B.A.), Accounting

Nicholas Manos, CPA Nicholas Manos, CPA Nutley, New Jersey Details
Nicholas Manos, CPA's Rothstein Kass Experience November 2011 - Present
Job Auditor at Rothstein Kass
Industry Accounting
Experience
Rothstein Kass   November 2011 - Present

Skills
Auditing, US GAAP, SEC filings, Financial Reporting, Financial Accounting, Accounting, External Audit, Assurance, CCH ProSystem fx, Alternative Investments, Hedge Funds, Financial Statements, Financial Audits, Microsoft Excel, Fund Accounting, Bloomberg, Fund Of Funds, CPA, Financial Statement..., Derivatives, Financial Analysis, Financial Modeling

Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science (BS), Accounting

Bekah (Lynes) Paradise Bekah (Lynes) Paradise Northborough, Massachusetts Details
Bekah (Lynes) Paradise's Rothstein Kass Experience November 2013 - June 2014
Job Administrative Assistant at JDJ Family Office Services
Industry Accounting
Experience
JDJ Family Office Services Corp.   June 2014 - Present
Rothstein Kass   November 2013 - June 2014
Northwestern Mutual  May 2011 - October 2013
GraceCom   June 2009 - June 2010

Skills
Microsoft Excel, Administrative..., Outlook, PowerPoint, Microsoft Word, Travel Arrangements, Coordinate Meetings, Executive Calendar..., Office Management, Microsoft Publisher, Office Administration, QuickBooks, Management, Administrative..., Lotus Notes

Education
Skidmore College   2007 — 2009
Bachelor of Arts (B.A.), Classics and Classical Languages, Literatures, and Linguistics

Cathlyn Driscoll Cathlyn Driscoll Greater New York City Area Details
Cathlyn Driscoll's Rothstein Kass Experience April 2003 - December 2006
Job Graphic Designer, Web Designer, SEO
Industry Marketing and Advertising
Experience
Branding4Newbies & Search Engine Friend, LLC   June 2006 - Present
Rothstein Kass   April 2003 - December 2006
GE American Communications, Inc.   1995 - 1996
Vernon News   May 1986 - May 1988

Education
Sussex County Community College   1998 — 2001
AAS, Graphics & Web Design

Rutgers, The State University of New Jersey-Newark   1977 — 1982
BA, Theatre Arts Television Production

Grade School

Ramsey High School

Dylan Razzagone, CPA Dylan Razzagone, CPA Greater New York City Area Details
Dylan Razzagone, CPA's Rothstein Kass Experience November 2011 - June 2014
Job Senior Derivatives Accountant at NRG Energy
Industry Accounting
Experience
NRG Energy  December 2014 - Present
KPMG US  July 2014 - December 2014
Rothstein Kass   November 2011 - June 2014
Rothstein Kass   January 2011 - March 2011

Skills
Time Management, Microsoft Office, Accounting, Microsoft Excel, PowerPoint, Photoshop, Microsoft Word, Financial Reporting, Outlook, Auditing, Financial Accounting, Financial Statements, Sarbanes-Oxley Act, Internal Controls, Social Networking, Public Speaking, GAAP, US GAAP, Adobe Acrobat, Analytical Skills, QuickBooks

Education
Rutgers, The State University of New Jersey-Newark   2010 — 2011
Master of Business Administration (MBA), Professional Accounting

Temple University   2004 — 2008
Bachelor of Arts

University of Hawaii at Manoa
Cultural Anthropology

Marggie Weekley Marggie Weekley Dallas/Fort Worth Area Details
Marggie Weekley's Rothstein Kass Experience January 2008 - November 2010
Job Assistant Controller
Industry Accounting
Experience
Becker Drapkin Management   May 2013 - Present
Deloitte & Touche  November 2010 - May 2013
Rothstein Kass   January 2008 - November 2010

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

Education
Southern Methodist University - Cox School of Business   2007 — 2007
MSA, Accounting

The University of Texas at Austin - Red McCombs School of Business   2005 — 2006
Exchange Student, Accounting

Tecnológico de Monterrey   2002 — 2006
BFA, Finance and Accounting

Randy Maizuss Randy Maizuss Greater Los Angeles Area Details
Randy Maizuss's Rothstein Kass Experience December 2006 - March 2007
Job Accounts Receivable Specialist
Industry Law Practice
Experience
Sacks & Zolonz Law Firm   March 2007 - Present
Rothstein Kass   December 2006 - March 2007
Investors Business Daily  January 2000 - November 2006

Skills
Customer Service, Outlook, Microsoft Excel, Accounts Receivable, Microsoft Office, Microsoft Word, Windows, Organizational..., Collections, FileMaker

Education
Sonoma State University   1995 — 1997
Bachelors, English

Santa Monica College   1991 — 1994
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities

Tiffany Colbert Tiffany Colbert San Francisco Bay Area Details
Tiffany Colbert's Rothstein Kass Experience May 2008 - May 2008
Job Senior Accountant
Industry Financial Services
Experience
San Francisco Federal Credit Union  July 2014 - Present
San Francisco Federal Credit Union  November 2012 - July 2014
San Francisco Federal Credit Union  December 2011 - December 2012
San Francisco Federal Credit Union  August 2010 - November 2011
San Francisco Federal Credit Union  September 2008 - July 2010
Rothstein Kass   May 2008 - May 2008

Skills
Financial Analysis, Microsoft Excel, Tax Reporting, Monthly Close Process, Turbo Tax, Account Reconciliation, Cost Allocation, Vendor Management, Accounting, Accounts Payable, Credit

Education
San Francisco State University   2005 — 2010
Bachelor of Science, Business Administration- Accounting

Debbie Saint-Festin Debbie Saint-Festin Greater New York City Area Details
Debbie Saint-Festin's Rothstein Kass Experience September 2008 - April 2009
Job Tax Consultant/Accountant
Industry Accounting
Experience
St. Festin Group, Inc.   April 2010 - June 2014
Rothstein Kass   September 2008 - April 2009

Skills
Internal Controls, Tax, Financial Analysis, Financial Reporting, Accounting, Assurance, Auditing

Education
St. John's University, The Peter J. Tobin College of Business   2005 — 2007
Master's, Taxation

Leo J. Zatta, CPA, CVA, CFE, CFF Leo J. Zatta, CPA, CVA, CFE, CFF Greater New York City Area Details
Leo J. Zatta, CPA, CVA, CFE, CFF's Rothstein Kass Experience September 1978 - September 1980
Job Regent at Seton Hall University
Industry Accounting
Experience
Seton Hall University  July 2015 - Present
RD Legal Funding LLC  July 2011 - Present
Team Walker   January 2001 - Present
Wiss & Company, LLP   1980 - July 2011
Wiss & Company, LLP   September 1980 - June 1988
Rothstein Kass   September 1978 - September 1980

Skills
Business Valuation, Forensic Accounting, CPA, Financial Analysis, Finance, Certified Fraud Examiner, Fraud, Auditing, Valuation, SEC filings, Small Business, Strategic Financial..., Cash Flow, US GAAP, GAAP, Due Diligence, Tax, Internal Controls, Sarbanes-Oxley Act, Financial Accounting, Accounting, Mergers & Acquisitions, Financial Reporting, IFRS, Assurance, Financial Statements, External Audit, Income Tax, Corporate Tax, Tax Accounting, Financial Audits, Financial Planning

Education
Seton Hall University   1977 — 1988
BS, MBA, MS, Accouting/Finance/Tax

John Della Fave John Della Fave Greater New York City Area Details
John Della Fave's Rothstein Kass Experience February 2013 - May 2013
Job Advisory at Dixon Hughes Goodman LLP
Industry Financial Services
Experience
Dixon Hughes Goodman LLP  August 2014 - Present
New Jersey Army National Guard  2011 - Present
Rutherford Economic Development Committee   January 2010 - Present
The Explorers Club  October 2009 - Present
Rothstein Kass   February 2013 - May 2013
Superior Court of New Jersey  January 2009 - August 2009
European Union  January 2009 - April 2009

Skills
Research, Public Speaking, Policy Analysis, International Relations, Government, Microsoft Office, Non-profits, Policy, Fundraising, Legal Research, Editing, PowerPoint, Microsoft Excel, Community Outreach, Public Relations, Leadership

Education
The London School of Economics and Political Science (LSE)   2010 — 2011
MSc, Population and Development

Saint Joseph's University   2006 — 2010
BA, Economics, International Relations, Business Administration

Jennifer Ricciardi Jennifer Ricciardi Greater New York City Area Details
Jennifer Ricciardi's Rothstein Kass Experience August 2012 - May 2014
Job Manager at Flynn Family Office
Industry Accounting
Experience
Flynn Family Office   June 2014 - Present
Rothstein Kass   August 2012 - May 2014
Rothstein Kass   October 2007 - August 2012

Education
St. John's University, The Peter J. Tobin College of Business   2002 — 2007
BS / MBA, Accounting

Jaclynn LeQueux Jaclynn LeQueux Greater New York City Area Details
Jaclynn LeQueux's Rothstein Kass Experience November 2013 - June 2014
Job Audit Associate at KPMG US
Industry Accounting
Experience
KPMG US  July 2014 - Present
Rothstein Kass   November 2013 - June 2014
World Wide Sales  April 2013 - October 2013
Gucci Group  July 2012 - December 2012
Patriot Pickle   April 2012 - August 2012
Gucci Group  June 2011 - September 2011

Skills
Proven Leadership Skills, Analytical Abilities, Attention To Detail, Analytical Skills, Financial Statements, Accounts Receivable, QuickBooks, Auditing, Cash Flow, Invoicing, Journal Entries, Fixed Assets, Budgets, Management, CPA, Balance, Inventory Management, Sales Tax, Preparation, Investments, Internal Audit, Project Planning, Time Management, US GAAP

Education
Rutgers, The State University of New Jersey-New Brunswick   2010 — 2012
Bachelor of Science (B.S.), Accounting, 3.00

Ricky Rahaman Ricky Rahaman New York, New York Details
Ricky Rahaman's Rothstein Kass Experience January 2008 - June 2014
Job Tax Partner at KPMG US
Industry Accounting
Experience
KPMG US  July 2014 - Present
Rothstein Kass   January 2008 - June 2014

Skills
Tax, Private Equity, Mergers & Acquisitions, Financial Reporting, CPA, GAAP, Accounting, Tax Advisory, US GAAP, Internal Controls, Due Diligence, Tax Accounting

Education
Seton Hall University   2000 — 2003
MS Tax

University of Virginia   1987 — 1991
BS Commerce, Accounting

Jonathan Keating Jonathan Keating Greater New York City Area Details
Jonathan Keating's Rothstein Kass Experience November 2009 - November 2013
Job P. Schoenfeld Asset Management LP
Industry Accounting
Experience
PSAM  November 2013 - Present
Rothstein Kass   November 2009 - November 2013
3PD, Inc.   June 2004 - April 2009
Sigmund Cohn Corp.  June 2007 - September 2007

Skills
GAAP, Handyman Services, Financial Accounting, Financial Analysis, Assurance, Sarbanes-Oxley Act, Accounting, Financial Statements, US GAAP, Auditing, Microsoft Excel, Financial Reporting, Microsoft Office, CPA, Internal Controls, SEC filings, External Audit, Tax, Tax Accounting

Education
Rutgers, The State University of New Jersey-Newark   2005 — 2009
BS, Accounting

Carissa Crail Carissa Crail Sacramento, California Details
Carissa Crail's Rothstein Kass Experience September 2007 - October 2008
Job Registered Nurse
Industry Medical Practice
Experience
University of the Pacific, McGeorge School of Law  November 2008 - January 2012
Rothstein Kass   September 2007 - October 2008

Skills
Critical Care, Nursing, Critical Thinking, Patient Safety, Direct Patient Care, Quality Patient Care, Registered Nurses, Nursing Process, Ventilators, Infusion Pumps, Wound Care, Highly detail oriented, Therapeutic..., Teamwork, Eagerness to Learn, Quick Study, Quick Thinker, Medical Terminology, Infusions

Education
Samuel Merritt College   2013 — 2013
Bachelor's Degree, Registered Nursing/Registered Nurse

University of California, San Diego   2005 — 2007
Psychology

Brogan Perrelli Brogan Perrelli San Francisco, California Details
Brogan Perrelli's Rothstein Kass Experience January 2014 - July 2014
Job Senior Audit Associate at KPMG US
Industry Accounting
Experience
KPMG US  July 2014 - Present
Rothstein Kass   January 2014 - July 2014
Crowe Horwath LLP  January 2012 - December 2013
Perry-Smith LLP  July 2011 - August 2011

Skills
Lotus Notes, Caseware, Monarch, Financial Analysis, Creative Problem Solving, Microsoft Excel, Microsoft Word, PowerPoint, Auditing, Financial Accounting, Fund Accounting, Critical Thinking, Teamwork, SEC Financial Reporting, Financial Reporting, Accounting, Financial Statements, Customer Service, GAAP, Internal Controls

Education
Sonoma State University   2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance

Carlo Ferolino Carlo Ferolino Greater New York City Area Details
Carlo Ferolino's Rothstein Kass Experience October 2008 - April 2009
Job at
Industry Accounting
Experience
New York Presbyterian Hospital  April 2013 - Present
Bank of New York Mellon  June 2010 - December 2012
Rothstein Kass   October 2008 - April 2009

Skills
Alternative Investments, Private Equity, Account Reconciliation, Accounting, Fund Of Funds, General Ledger, Financial Analysis, Financial Reporting, Financial Statements, Financial Accounting

Education
Rutgers, The State University of New Jersey-Newark   2003 — 2008
BS in Accounting, Accounting

Danny Aeina Danny Aeina Los Angeles, California Details
Danny Aeina's Rothstein Kass Experience February 2011 - June 2013
Job Sales & Accounting Manager
Industry Accounting
Experience
J Brand Factory Outlet   June 2013 - Present
Rothstein Kass   February 2011 - June 2013

Skills
Tax Research, Tax, Partnership Taxation, High Net Worth..., GAAP, ProSystem fx Tax, GoSystems, CPA, CCH Research, RIA, CCH ProSystem fx, Media & Entertainment, Real Estate, Broker-Dealer, Denim, RIA CheckPoint, Men's Fashion, Fashion, Fashion Illustration, Corporate Tax, Tax Preparation, Tax Accounting, Tax Law, International Tax, Income Tax, Tax Returns, Entertainment Management, Microsoft Excel, Accounting

Education
UCLA   2008 — 2010
Bachelor's Degree, Accounting

Santa Monica College   2006 — 2008
Associate's Degree, Accounting

Kimberly B. Urquhart Kimberly B. Urquhart Greater New York City Area Details
Kimberly B. Urquhart's Rothstein Kass Experience October 2012 - June 2014
Job CPA Candidate
Industry Accounting
Experience
Financial Industry Regulatory Authority (FINRA)   September 2014 - Present
Rothstein Kass   October 2012 - June 2014
Systematic Financial Management  January 2010 - May 2012
PNC Financial Services Group  February 2007 - January 2010
Systematic Financial Management  July 2009 - December 2009

Skills
Accounting, Auditing, Excel, Assurance, Financial Statements, Private Equity, US GAAP, External Audit, Financial Audits, Financial Reporting, Hedge Funds, Retail Banking

Education
Rutgers, The State University of New Jersey-Newark   2010 — 2012
B.S., Accounting

Taylor Colbert, CPA Taylor Colbert, CPA Dallas, Texas Details
Taylor Colbert, CPA's Rothstein Kass Experience November 2013 - June 2014
Job Fund Analyst at Highland Capital Management | CFA Level III Candidate
Industry Accounting
Experience
Highland Capital Management, L.P.   July 2015 - Present
KPMG  July 2015 - July 2015
KPMG  July 2014 - July 2015
Rothstein Kass   November 2013 - June 2014

Education
Southern Methodist University - Cox School of Business   2012 — 2013
Master of Science (M.S.), Accounting

Southern Methodist University   2008 — 2012
Bachelor of Business Administration (B.B.A.), Financial Consulting

Blessie Ghee Millare Blessie Ghee Millare San Francisco Bay Area Details
Blessie Ghee Millare's Rothstein Kass Experience October 2012 - June 2014
Job Senior Audit Associate at KPMG US
Industry Accounting
Experience
KPMG US  July 2014 - Present
Rothstein Kass   October 2012 - June 2014
Duo Dance Academy   May 2006 - December 2011

Skills
Accounting, Tax Preparation, Financial Accounting, Auditing, Hedge Funds, CPA, GAAP, Venture Capital, Financial Reporting, QuickBooks, Real Estate Accounting, Real Estate, US GAAP, Microsoft Excel, Tax, Microsoft Office, PowerPoint, Financial Analysis, Private Equity

Education
San Francisco State University, College of Business   2008 — 2012
Bachelor's degree, Accounting

Ernest Castillo, CPA Ernest Castillo, CPA San Francisco Bay Area Details
Ernest Castillo, CPA's Rothstein Kass Experience November 2010 - July 2014
Job Audit Manager Asset Management at KPMG US
Industry Accounting
Experience
KPMG US  July 2014 - Present
Rothstein Kass   November 2010 - July 2014
AT&T Mobility  December 2005 - August 2010

Skills
Audit, Registered Investment..., Hedge Funds, Financial Accounting, Public Speaking, Accounting, Financial Reporting, GAAP, CPA, Internal Controls, Account Reconciliation, Financial Analysis, Financial Statements, Hedge Accounting, Fund Of Funds, Private Equity, Venture Capital, Auditing, Valuation, SEC filings

Education
San Francisco State University   2005 — 2010
Bachelor's degree, Accounting

San Francisco State University, College of Business   2005 — 2010
BS, Accounting

Sarah McCurdy Sarah McCurdy Saint Louis, Missouri Details
Sarah McCurdy's Rothstein Kass Experience January 2013 - March 2013
Job Audit Associate KPMG, CPA
Industry Accounting
Experience
KPMG US  October 2014 - Present
Sukilynn Fashion Photography   May 2014 - August 2014
Southern Methodist University  August 2013 - May 2014
TomboyKC fashion site   September 2013 - March 2014
MLP Investments   May 2013 - August 2013
Rothstein Kass   January 2013 - March 2013
Bloomingdale's  May 2012 - August 2012
LarsonAllen  May 2011 - August 2011

Skills
Computer Proficiency, Guitar, Graphic Design, Microsoft Excel, CCH ProSystem fx, Financial Audits, External Audit, Singing, Music Production, Percussion, Mathematics

Education
Southern Methodist University   2009 — 2014
Master's degree, Accounting

Southern Methodist University   2009 — 2013
BBA Accounting

University of Virginia   2011 — 2011
Semester at sea, International finance and real estate

Rachelle Writer Rachelle Writer San Francisco, California Details
Rachelle Writer's Rothstein Kass Experience January 2007 - July 2014
Job Senior Administrative Assistant at KPMG US
Industry Accounting
Experience
KPMG US  July 2014 - Present
Rothstein Kass   January 2007 - July 2014
HARTY PIPELINES, INC   January 2001 - January 2007
CHEVY’S, INC   January 1998 - January 2001

Skills
Accounts Payable, Accounts Receivable, Auditing, Invoicing, Payroll, Accounting, Spreadsheets, Financial Statements, Microsoft Excel, Financial Reporting, Microsoft Office, Budgets, Account Reconciliation, Finance, PowerPoint, Microsoft Word, Customer Service, Analysis, Outlook, Financial Analysis

Education
San Francisco State University   1997 — 2002
Bachelor of Arts, Communications

Pinole Valley HS

Michael Melissinos Michael Melissinos Greater New York City Area Details
Michael Melissinos's Rothstein Kass Experience 2007 - 2007
Job Owner of Melissinos Trading
Industry Investment Management
Experience
Melissinos Trading, LLC   2011 - Present
SMB Capital  2009 - 2011
Bear Stearns & JPMorgan   2007 - 2009
Rothstein Kass   2007 - 2007

Skills
Investments, Options, Asset Managment, Risk Management, Asset Allocation, Investment Management, Due Diligence, Investment Strategies, Financial Services, Asset Management, Managed Futures, Commodity

Education
Seton Hall University   2002 — 2006
Accounting

Christian Brothers Academy   1998 — 2002

Jenny Souksavath Jenny Souksavath San Francisco Bay Area Details
Jenny Souksavath's Rothstein Kass Experience October 2008 - Present
Job Supervisor/ Manager Alternative Investments, Audit
Industry Financial Services
Experience
Rothstein Kass   October 2008 - Present
KPMG US  October 2008 - Present
Wells Fargo  June 2006 - July 2008

Skills
Alternative Investments, Private Equity, GAAP, Auditing, Tax Preparation, Fund Of Funds, Fund Accounting, SEC filings, US GAAP, Venture Capital, Financial Services, CPA, Hedge Funds, Financial Reporting, Tax, SEC Filings, Accounting

Education
San Francisco State University, College of Business   2004 — 2007
BS Business Administration & Accounting Emphasis, Accounting & Business

Catherine Dias Catherine Dias Greater New York City Area Details
Catherine Dias's Rothstein Kass Experience January 2006 - June 2014
Job Senior Administrative Assistant at KPMG US
Industry Accounting
Experience
KPMG US  July 2014 - Present
Rothstein Kass   January 2006 - June 2014
Bank of America  April 2002 - January 2006

Skills
QuickBooks, Tax, Executive..., Microsoft Office, Accounting, Auditing, Financial Statements, Financial Reporting, GAAP

Education
Rutgers, The State University of New Jersey-Newark   2003 — 2006
Bachelors, French and Portuguese

Université de Toulouse-le-Mirail (Toulouse II)
DEUG, Portuguese

college louis pasteur

Greg Buron Greg Buron Greater New York City Area Details
Greg Buron's Rothstein Kass Experience January 2013 - August 2013
Job Financial Service Auditor for KPMG
Industry Accounting
Experience
KPMG US  2014 - Present
Cynergy Data  May 2013 - June 2014
Rothstein Kass   January 2013 - August 2013
Maxim Group  June 2011 - August 2011

Skills
Accounting Principals, GAAP Standards, Microsoft Excel, Accounts Payable, Financial Reporting, Hedge Funds, Financial Services, Credit, Accounting, Time Management, Accounts Receivable, Portfolio Management, Internal Controls, CPA, Mutual Funds, Tax, General Ledger, Auditing, Financial Accounting, Financial Analysis

Education
University of Scranton   2008 — 2012
Bachelor's degree, Accounting

Sacred Heart University   2008 — 2010
Accounting

Deana Yetter Deana Yetter New York, New York Details
Deana Yetter's Rothstein Kass Experience November 2012 - July 2014
Job Senior Tax Associate at KPMG
Industry Financial Services
Experience
KPMG US  July 2014 - Present
Rothstein Kass   November 2012 - July 2014
Lane Gorman Trubitt PLLC  July 2011 - October 2012

Skills
QuickBooks, Financial Analysis, Accounting, Accounts Payable, Microsoft Excel, Financial Statements, Bookkeeping, Financial Reporting, General Ledger, Accounts Receivable, GAAP, Tax, Internal Controls, US GAAP, Hedge Funds, Private Equity, Financial Services

Education
Southern Methodist University - Cox School of Business   2011 — 2012
MSA, Accounting

Southern Methodist University- Edwin L. Cox School of Business   2007 — 2011
BBA, Accounting

Saint Georges School   1996 — 2007

Chris Hines Chris Hines Dallas, Texas Details
Chris Hines's Rothstein Kass Experience October 2008 - May 2011
Job Controller at Anson Group of Funds
Industry Investment Management
Experience
Anson Group of Funds   March 2013 - Present
Invesco US  May 2011 - April 2013
Rothstein Kass   October 2008 - May 2011

Education
Southern Methodist University   2007 — 2008
Master's Degree, Accounting

Southern Methodist University   2003 — 2007
Bachelor's Degree, Accounting

John Lyden John Lyden Livingston, New Jersey Details
John Lyden's Rothstein Kass Experience July 1997 - December 2000
Job JSL Bookkeeping & Tax Services LLC
Industry Accounting
Experience
JSL Bookkeeping and Tax Services, LLC   December 2011 - Present
LegalShield, Independent Associate  May 2013 - Present
Credit Justice Services  August 2013 - Present
Private Venture  February 2004 - September 2011
UBS Financial Services, Inc  August 2001 - February 2004
Penske Automotive Group  December 2000 - August 2001
Rothstein Kass   July 1997 - December 2000
ERNST & YOUNG LLP  July 1996 - July 1997
PJ Mechanical.   1994 - 1996

Skills
Quickbooks, Word, PowerPoint, Outlook, Microsoft Office, Excel, Tax Audits, Fixed Assets, Accounting, Financial Reporting, Payroll, Cash Flow, Compliance, Financial Planning, Accounts Payable, Budgeting, Audit, General Ledger, Auditing, Due Diligence, Internal Controls, Tax, Bookkeeping, Reconciliations, Supervisory Skills, Small Business, Financial Accounting, SOX, GAAP, Signal Processing, Promotional Products, Strategic Financial..., Microsoft Excel, QuickBooks, Budgets, Banking, Finance, Account Reconciliation, Financial Analysis, Sarbanes-Oxley Act, Microsoft Word, Internal Audit, Accounts Receivable, CPA, Cash Management, Employee Benefits, Managerial Finance, Financial Audits, Variance Analysis, Tax Accounting

Education
St. Peter's College   2001 — 2004
MBA in progress, Finance

St. Peter's College   1989 — 1993
Bachelor of Science, Accounting

Hudson Catholic High School   1983 — 1987

Cody Zucker Cody Zucker Newark, New Jersey Details
Cody Zucker's Rothstein Kass Experience January 2013 - April 2013
Job .
Industry Accounting
Experience
KPMG US  October 2014 - Present
Deloitte  June 2013 - August 2013
Rothstein Kass   January 2013 - April 2013

Skills
Accounting, Financial Accounting, Microsoft Excel, Financial Analysis, Leadership, Auditing, Financial Reporting, Teamwork, Financial Statements, Finance, Time Management, US GAAP, Tax, Microsoft Word, PowerPoint, Microsoft Office, Operations Management, Bookkeeping, Outlook, Access, Data Analysis, Tax Preparation, Tax Research, Partnership Taxation, QuickBooks, GAAP, Tax Accounting, CCH ProSystem fx

Education
Rutgers, The State University of New Jersey-Newark   2011 — 2013
Bachelor's degree, Accounting

Michael Throckmorton Michael Throckmorton Dallas, Texas Details
Michael Throckmorton's Rothstein Kass Experience 2013 - 2014
Job Audit Senior Associate Alternative Investments at KPMG US
Industry Accounting
Experience
KPMG US  2014 - Present
Rothstein Kass   2013 - 2014
Kapila & Company  May 2012 - July 2012
Turner & Associates, LLP   June 2010 - July 2010

Education
Southern Methodist University - Cox School of Business   2012 — 2013
Master of Science (M.S.), Accounting

Southern Methodist University   2007 — 2011
Bachelor of Business Administration, Accounting

Ransom Everglades High School   2004 — 2007

Marissa DeSimone-Murray, CPA Marissa DeSimone-Murray, CPA Staten Island, New York Details
Marissa DeSimone-Murray, CPA's Rothstein Kass Experience October 2007 - July 2014
Job Senior Manager at KPMG
Industry Accounting
Experience
KPMG US  July 2014 - Present
Rothstein Kass   October 2007 - July 2014

Skills
CPA, Fund Of Funds, GAAP, US GAAP, Financial Statements, Fund Accounting

Education
St. John's University
Master of Science (MS), Accounting

J. Michael Sousoulas J. Michael Sousoulas Dallas/Fort Worth Area Details
J. Michael Sousoulas's Rothstein Kass Experience November 2013 - June 2014
Job Audit Senior Associate at KPMG
Industry Accounting
Experience
KPMG  July 2014 - Present
Rothstein Kass   November 2013 - June 2014
Park Place Dealerships  May 2013 - November 2013
The Ward Group, Inc.   October 2012 - May 2013
Rothstein Kass   January 2012 - March 2012
Kappa Sigma Fraternity  May 2010 - May 2011
Wunderlich Securities  December 2009 - January 2010
Vector Marketing Company  May 2009 - November 2009

Skills
Financial Analysis, Microsoft Excel, Accounting, Auditing, Leadership, Financial Reporting, Microsoft Word, Financial Statements, Finance, Financial Modeling, Microsoft Office, Sales, PowerPoint, Financial Accounting, Forecasting, Investments, Getting to Yes

Education
The University of Texas at Dallas   2012 — 2013
Master of Science (MS), Accounting

Southern Methodist University - Cox School of Business   2008 — 2012
Bachelor of Business Administration, Accounting

Kristen Stinson-Scudese Kristen Stinson-Scudese Greater New York City Area Details
Kristen Stinson-Scudese's Rothstein Kass Experience August 2005 - June 2014
Job Senior Tax Manager
Industry Accounting
Experience
KPMG US  July 2014 - Present
Rothstein Kass   August 2005 - June 2014
Deloitte  2001 - 2004
Arthur Andersen & Co.   1996 - 2000

Skills
Tax, Tax Research, Partnership Taxation, CPA, Income Tax, Private Clients, Tax Preparation, Tax Returns, Tax Advisory, Big 4, Sales Tax, High Net Worth..., ProSystem fx Tax, GoSystems, State Tax, IRS

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

Seton Hall University
Bachelor of Science (BS), Accounting

Stephen Cuneo Stephen Cuneo San Francisco Bay Area Details
Stephen Cuneo's Rothstein Kass Experience February 2014 - June 2014
Job Director, National Financial Services Business Development at BDO USA, LLP
Industry Financial Services
Experience
BDO USA, LLP  September 2014 - Present
Rothstein Kass   February 2014 - June 2014
Rothstein Kass   December 2008 - January 2014
Valuation Research Corp.   November 2006 - December 2008
Bank of America  September 2003 - October 2006
Bank of America  September 1999 - October 2002

Skills
Private Equity, Venture Capital, Due Diligence, Mergers & Acquisitions, Alternative Investments, Hedge Funds, Valuation, Corporate Development, Fund Of Funds, Business Valuation, Business Development, Strategy, Equities

Education
Thunderbird School of Global Management   1993 — 1994
Master of International Management, International Finance, 3.7

Santa Clara University
MBA, Bachelors

Colleen Luzaj Colleen Luzaj Greater New York City Area Details
Colleen Luzaj's Rothstein Kass Experience December 2007 - June 2013
Job Controller at FYI Solutions (FYI Systems, Inc.)
Industry Accounting
Experience
FYI Solutions (FYI Systems, Inc.)   September 2013 - Present
Rothstein Kass   December 2007 - June 2013
Toys R Us  December 2006 - November 2007
Sax Macy Fromm & Co  August 1992 - November 2006

Skills
Financial Accounting, Accounting, Auditing, Financial Reporting, US GAAP, Capacity Management, Capacity Planning, Capacity Utilization, Utilization Management, Job Scheduling, Project Management, ProStaff Scheduling..., ERISA, Nonprofits, Human Capital, Internal Controls, Account Reconciliation, GAAP, Financial Analysis, QuickBooks, General Ledger, Dependable Team Player, Process Improvement, Procedures Documentation, Employee Relations, Financial Statements, SEC filings, Income Tax, Controllership Functions, Tax Accounting, Tax Preparation, Tax Returns, Tax, CPA

Education
Seton Hall University   1983 — 1987
BS, Accounting

Columbia High School, Maplewood, N.J.

Greg Brophy Greg Brophy San Francisco Bay Area Details
Greg Brophy's Rothstein Kass Experience October 2007 - May 2009
Job Director, Business Development at AnswerLab
Industry Market Research
Experience
AnswerLab  March 2015 - Present
AnswerLab  February 2014 - March 2015
AnswerLab  June 2012 - February 2014
AnswerLab  January 2012 - June 2012
TFB CPA   May 2010 - January 2012
Rothstein Kass   October 2007 - May 2009

Skills
User Experience, Strategy, Competitive Analysis, Mobile Applications, Analytics, Social Media Marketing, Leadership, Usability, Digital Strategy, Market Research

Education
Saint Mary's College of California   2003 — 2007
BS, Accounting

Laura E. Huapaya Laura E. Huapaya Greater New York City Area Details
Laura E. Huapaya's Rothstein Kass Experience 2011 - 2013
Job SAP Consultant
Industry Accounting
Experience
CSC  2014 - Present
Rothstein Kass   2011 - 2013
Kohl's Department Stores  2009 - 2011
Rutgers University  2008 - 2011
Gucci Group  June 2010 - August 2010

Skills
Auditing, Tax, Tax Research, Financial Reporting, Microsoft Excel, Financial Accounting, Management, Internal Controls, Variance Analysis, Sarbanes-Oxley Act, Time Management, Access, Financial Analysis, Sales Tax, SAP

Education
Rutgers, The State University of New Jersey-Newark   2007 — 2011
Bachelors of Science, Accounting, Minor in Political Science

Colegio Peruano Chino Juan XXIII

Sean Farley Sean Farley Greater New York City Area Details
Sean Farley's Rothstein Kass Experience October 2005 - April 2008
Job Certified Public Accountant
Industry Accounting
Experience
Sean Farley, CPA, LLC   June 2010 - Present
George Farley, PC   May 2008 - Present
Five Tool Sports Management, LLC   August 2007 - Present
Rothstein Kass   October 2005 - April 2008

Skills
Accounting, Tax Preparation, Financial Statements, Bookkeeping, Tax, Strategic Financial..., Sales Tax, IRS, US GAAP, GAAP, Auditing

Education
Rutgers University-New Brunswick   2000 — 2005
BS, Accounting

Anne Bolitho Anne Bolitho Greater New York City Area Details
Anne Bolitho's Rothstein Kass Experience November 2012 - Present
Job Senior Audit Associate at KPMG US
Industry Accounting
Experience
KPMG US  July 2014 - Present
Rothstein Kass   November 2012 - Present
Rothstein Kass   January 2012 - April 2012

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Accounting, CCH ProSystem fx, Auditing, Hedge Funds, Fund Of Funds, Financial Services, Financial Accounting, GAAP, Tax Research, Financial Reporting

Education
Saint Mary's College   2008 — 2012
Bachelor of Business Administration (BBA), Accounting

Detroit Country Day   2004 — 2008

Elaine Belmonte Elaine Belmonte Greater New York City Area Details
Elaine Belmonte's Rothstein Kass Experience November 2013 - June 2014
Job Senior Auditor
Industry Accounting
Experience
Leucadia National Corporation  December 2014 - Present
KPMG US  July 2014 - December 2014
Rothstein Kass   November 2013 - June 2014
Citizen Schools  October 2013 - December 2013
Rothstein Kass   May 2013 - November 2013
Rothstein Kass   October 2012 - May 2013
Quality Chiropractic  June 2008 - September 2012
Quality Chiropractic  January 2011 - April 2011

Skills
Microsoft Excel, Hedge Funds, GoSystems, CCH ProSystem fx, Tax, Auditing, Financial Services, Fund Of Funds, Tax Returns, Financial Statements, Tax Preparation, Partnership Tax Returns

Education
Rutgers, The State University of New Jersey-Newark   2011 — 2012
Master of Accountancy, Financial Accounting

Berkeley College-New York   2008 — 2011
Bachelor of Science (B.S.), Accounting

J. Kelly Dayton J. Kelly Dayton Baltimore, Maryland Details
J. Kelly Dayton's Rothstein Kass Experience January 2013 - March 2013
Job Accountant
Industry Accounting
Experience
Plank Industries   July 2015 - Present
EY  August 2014 - July 2015
Genesco Sports Enterprises  April 2012 - April 2014
Rothstein Kass   January 2013 - March 2013
Accelerate Capital Management LLC   February 2011 - October 2012
Laura Beazley Realtors   May 2011 - January 2012
S.A.F.E. Management at Ford Field   February 2011 - February 2011
The Classic Catering People  April 2006 - October 2010
Metroscape Development   April 2009 - June 2009

Skills
Quantitative Analytics, Auditing, Client Correspondence, Learn New Software..., Advertising, Highly detail oriented, Highly personable, Microsoft Excel, Microsoft Word, Microsoft Publisher, Account Reconciliation, Quantitative Research, Research, Accounting, Finance, Social Media

Education
Southern Methodist University - Cox School of Business   2013 — 2014
Master of Science in Accounting (MSA), Accounting

Southern Methodist University - Edwin L. Cox School of Business   2009 — 2013
Bachelor of Arts (B.A.), Accounting and Economics

Friends School of Baltimore   2005 — 2009

Michael Lubelli Michael Lubelli Staten Island, New York Details
Michael Lubelli's Rothstein Kass Experience January 2013 - June 2014
Job Tax Associate at EisnerAmper LLP
Industry Accounting
Experience
EisnerAmper LLP  July 2014 - Present
Rothstein Kass   January 2013 - June 2014
Waterlume Lawn Sprinklers   June 2006 - December 2012
M. Miranda & Associates   September 2011 - May 2012
Liberty Tax Service  January 2010 - April 2010

Skills
General Ledger, Tax, QuickBooks, Microsoft Excel

Education
St. Francis College   2007 — 2012
Bachelor of Science; Masters of Science, Accounting

Danielle Heath, MBA, CPA, CFE Danielle Heath, MBA, CPA, CFE Dallas/Fort Worth Area Details
Danielle Heath, MBA, CPA, CFE's Rothstein Kass Experience October 2010 - October 2010
Job Senior Compliance Auditor
Industry Accounting
Experience
Think Finance  April 2013 - May 2014
Rent-A-Center  January 2013 - March 2013
JCPenney  August 2012 - December 2012
JCPenney  November 2010 - July 2012
Rothstein Kass   October 2010 - October 2010
Rothstein Kass   January 2009 - September 2010
Rothstein Kass   January 2008 - April 2008

Skills
US GAAP, SQL, Microsoft Excel, Data Analytic, SOX Compliancy, Hedge Funds, Benefits Accounting, Auditing, CPA, External Audit, Internal Audit, GAAP

Education
University of Texas at Dallas - Naveen Jindal School of Management   2008 — 2011
MBA, Accounting, Finance

Southern Methodist University - Cox School of Business   2004 — 2008
BBA, Accounting

Aravin Rajendra Aravin Rajendra Greater New York City Area Details
Aravin Rajendra's Rothstein Kass Experience December 2004 - April 2006
Job Manager, Database Systems
Industry Information Technology and Services
Experience
Fragomen, Del Rey, Bernsen & Loewy, LLP   April 2006 - Present
Rothstein Kass   December 2004 - April 2006
TSL (MSS Group)   December 2002 - December 2004
Sakon LLC   November 2001 - November 2002
IPX Communications   August 2000 - November 2001
Banks Brothers Corporation Inc   January 1998 - August 2000

Skills
Database Design, Databases, T-SQL, SSIS, Microsoft SQL Server, SSRS, Database Administration, Disaster Recovery, Performance Tuning, Data Warehousing, Data Migration, Business Intelligence, Relational Databases, SQL Tuning, SQL, Database Admin, Database Security, Software Development, Software Project..., Data Center, System Administration, Data Transformation, SQL Server, Data Integration, Data Analysis, Capacity Planning, Database Development, Database Analysis, Database..., SQL Server Clustering, Database Performance..., Database Performance..., SQL Server Replication, Change Control, Code Review, SQL Azure, Database Management, Database Encryption, SQL Server DTS/SSIS, Index Tuning, TSQL, SQL Server..., SQL Server Source..., Common Language..., Change Data Capture..., Performance Data..., Table Partition, Transparent Data..., ITIL Process, Integration

Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor's degree, Computer Science

Shari P. (Harris) Rothenberg, CPA, MST Shari P. (Harris) Rothenberg, CPA, MST Greater New York City Area Details
Shari P. (Harris) Rothenberg, CPA, MST's Rothstein Kass Experience 2004 - 2013
Job PROFESSIONAL SERVICE | CUSTOMER DRIVEN | LEADERSHIP | OPERATIONS
Industry Accounting
Experience
Rothstein Kass   2004 - 2013
Rothstein Kass   1993 - 2004
Elliot L. Kaplan, CPA   1992 - 1993

Skills
Accounting, CPA, Training, Performance Management, Leadership Development, Succession Planning, Organizational..., Auditing, Management, Employee Training, Leadership, Talent Management, Human Resources, Coaching, Instructional Design, Policy, Employee Relations, Budgets, Training Delivery, Tax, Onboarding, Process Improvement, Staff Development, Strategic Thinking, Team Building, Management Development, Management Consulting, Customer Service, Communication Skills

Education
Seton Hall University   1996 — 1998
Master of Science (M.S.), Taxation

State University of New York at Albany   1988 — 1992
Bachelor of Science (B.S.), Accounting

Michelle Juarbe Michelle Juarbe Greater New York City Area Details
Michelle Juarbe's Rothstein Kass Experience 2001 - 2003
Job Vice President at Citi Hedge Fund Services North Amercia, Inc.
Industry Financial Services
Experience
Citi Hedge Fund Services North America, Inc.   October 2001 - Present
Rothstein Kass   2001 - 2003
Maher Terminals  1998 - 2001

Skills
Alternative Investments, Fund Of Funds, Financial Reporting, Hedge Funds, US GAAP, Fund Accounting, Back Office, IFRS, Accounting, Auditing, Fund Administration, Financial Services, Private Equity, Financial Statements, Derivatives

Education
Saint Peter's University   1997 — 2001
Bachelors, Accounting

Sabrina Ho Stimel Sabrina Ho Stimel San Francisco Bay Area Details
Sabrina Ho Stimel's Rothstein Kass Experience February 2008 - June 2014
Job Tax Partner at KPMG US, specializing in highnetworth individual taxes within the alternative investment industry
Industry Accounting
Experience
KPMG US  July 2014 - Present
Rothstein Kass   February 2008 - June 2014
Deloitte  February 2007 - January 2008
WTAS / Arthur Andersen   September 2001 - February 2007

Skills
Tax, Estate Planning, Tax Research, Tax Accounting, CPA, Partnership Taxation, Income Tax, Tax Preparation, Tax Advisory, Accounting, Due Diligence, International Tax, US GAAP

Education
University of California, Berkeley   1997 — 2001
Bachelor of Arts, Economics and Business Administration Minor

San Jose State University
Masters, Taxation

Christopher Mears Christopher Mears Greater New York City Area Details
Christopher Mears's Rothstein Kass Experience 1992 - Present
Job National Practice LeaderHedge Funds at KPMG US
Industry Accounting
Experience
KPMG US  July 2014 - Present
Rothstein, Kass & Company, P.C.   1992 - Present
Rothstein Kass   1992 - Present
Arthur Andersen  December 1988 - February 1992

Education
Rutgers, The State University of New Jersey-Newark   1985 — 1989
BS, Accounting

Michael Cisiewicz, CPA Michael Cisiewicz, CPA Greater New York City Area Details
Michael Cisiewicz, CPA's Rothstein Kass Experience September 2000 - June 2014
Job Senior Manager at KPMG US
Industry Accounting
Experience
KPMG US  July 2014 - Present
Rothstein Kass   September 2000 - June 2014
UPRR, LLC  1998 - 2000

Skills
Fund Of Funds, Auditing, Hedge Funds, CPA, US GAAP, GAAP, Financial Statements, Tax Accounting, Swaps, Interest Rate Swaps, Equity Swaps, FX Swaps, Total Return Swaps, Inflation Swaps, Variance Swaps, SEC, Private Equity, Offshore Funds, Tax Preparation, Fund Administration, Microsoft Excel, Microsoft Word, Adobe, Equity Valuation, Equity Derivatives, US GAAP reporting, GAAP Standards, Accounting, Leadership, Team Leadership, Business Valuation, Due Diligence, Tax Research, Financial Reporting, Financial Services, Options, FX Options, Index Options

Education
St. Peter's College   1995 — 1998

Evan Jehle Evan Jehle Greater New York City Area Details
Evan Jehle's Rothstein Kass Experience July 2000 - May 2014
Job Partner at Flynn Family Office
Industry Accounting
Experience
Flynn Family Office (FFO)   June 2014 - Present
Rothstein Kass   July 2000 - May 2014

Skills
Tax, Accounting, Tax Research, CPA, Tax Accounting, Tax Preparation, Income Tax, Financial Reporting, Internal Controls, Financial Accounting, General Ledger, Tax Returns, Financial Statements, Family Office, QuickBooks, High Net Worth..., Bookkeeping, Account Reconciliation, Strategic Financial..., Small Business, Financial Planners, Accountants, Investments, Financial Planning

Education
Saint John's University - Peter J. Tobin College of Business   1995 — 2000
BS/MS, Accounting

Joseph Sarno, JD CPA Joseph Sarno, JD CPA Dallas, Texas Details
Joseph Sarno, JD CPA's Rothstein Kass Experience 2005 - 2007
Job Joseph Sarno, an experienced CPA and attorney in Dallas, Texas
Industry Accounting
Experience
FINRA Corporation   2011 - 2013
Annandale Capital LLC   2008 - 2010
Rothstein Kass   2005 - 2007
Carlson Capital LP  2000 - 2005
TCP Holdings   1997 - 2000
Travis Wolff  1996 - 1997

Skills
Auditing, Accounting, Due Diligence, Securities, Hedge Funds, Financial Analysis

Education
Southern Methodist University Dedman School of Law   2006 — 2010
Juris Doctorate, Law

State University of New York College at Brockport
Bachelors of Science, Accounting

State University of New York at Canton
Associates of Science, Engineering Science

Beth Manzi Beth Manzi Greater New York City Area Details
Beth Manzi's Rothstein Kass Experience 1993 - 2004
Job COO at PEF Services LLC
Industry Financial Services
Experience
PEF Services LLC  October 2010 - Present
PEF Services LLC  July 2009 - April 2011
Washington Corner Capital Management, L.P.   November 2007 - July 2009
AWSCPA-NJ   2007 - 2009
Citi  January 2005 - November 2007
BISYS  2005 - 2007
Rothstein Kass   1993 - 2004
MACED-Mountain Association for Community Economic Development   July 1998 - August 1999

Education
Seton Hall University   1989 — 1993
BS, Accounting

Ronald Yuen Ronald Yuen San Francisco Bay Area Details
Ronald Yuen's Rothstein Kass Experience 2013 - 2013
Job Advertising Revenue Accounting and Operations at LinkedIn
Industry Accounting
Experience
Saba  February 2014 - August 2014
Sony Pictures Entertainment  March 2011 - January 2013
Rothstein Kass   2013 - 2013
BDO  2007 - 2007

Skills
Financial Analysis, US GAAP, Financial Reporting, Auditing, Corporate Finance, Start-ups, SAP R/3, SAP BW, Financial Accounting, Microsoft Office, Variance Analysis, Business Strategy, Financial Audits, Sarbanes-Oxley Act, Finance, Oracle Applications, Salesforce.com, Account Reconciliation, GAAP, Revenue Analysis, CaseWare, GAAS, Headcount, Bloomberg Terminal, IDC Pricing, Partnership Accounting, Avalara, Magento, Ariba, Sales & Use Tax..., Essbase, Accounting, Microsoft Excel, Revenue Recognition

Education
Santa Clara University - Leavey School of Business
Bachelor of Science in Commerce, Accounting

Amanda Bigham Amanda Bigham Greater New York City Area Details
Amanda Bigham's Rothstein Kass Experience October 2009 - July 2014
Job Tax Manager at KPMG US
Industry Accounting
Experience
KPMG US  July 2014 - Present
Rothstein Kass   October 2009 - July 2014
Citi Hedge Fund Services North America, Inc.   May 2005 - September 2009

Skills
Tax, Tax Accounting, Hedge Funds, Microsoft Word, Financial Services, Tax Preparation, Partnership Taxation, Auditing, Accounting, High Net Worth..., Tax Research, Financial Reporting

Education
Seton Hall University   2002 — 2006

Michael W. Carter Michael W. Carter Greater New York City Area Details
Michael W. Carter's Rothstein Kass Experience March 1997 - June 1999
Job VP, Director of Operations at The Millburn Corporation
Industry Financial Services
Experience
The Millburn Corporation  March 2000 - Present
Sidoti & Company, LLC   June 1999 - February 2000
Rothstein Kass   March 1997 - June 1999

Education
Rutgers, The State University of New Jersey-Newark
B.S., Accounting

Nick Valentini Nick Valentini Greater New York City Area Details
Nick Valentini's Rothstein Kass Experience May 2008 - Present
Job Student at Saint John's University Peter J. Tobin College of Business
Industry Accounting
Experience
Rothstein Kass   May 2008 - Present
Mendonca and Suarez CPA LLC   May 2007 - October 2007

Education
St. John's University, The Peter J. Tobin College of Business   2002 — 2008

Gina Irvolino Perrone Gina Irvolino Perrone Greater New York City Area Details
Gina Irvolino Perrone's Rothstein Kass Experience September 2005 - November 2005
Job Account Executive at Dimension PR
Industry Public Relations and Communications
Experience
Dimension PR   March 2011 - Present
Pipeline Communications  November 2006 - May 2010
Rothstein Kass   September 2005 - November 2005
Success Communications Group (Cherenson Group)   September 2004 - April 2005
Rothstein Kass   June 2004 - August 2004

Skills
Social Media, Social Media Marketing, Public Relations

Education
Seton Hall University   2001 — 2005
BA, Communication

Julissa M Cruz Julissa M Cruz Greater New York City Area Details
Julissa M Cruz's Rothstein Kass Experience 2005 - 2008
Job Senior Tax Accountant
Industry Accounting
Experience
Untracht Early LLC  September 2008 - July 2013
Rothstein Kass   2005 - 2008
Rothstein Kass & Co. PC   2005 - 2008
chubb  2004 - 2005

Education
Saint Peter's University   2000 — 2004

Wing Ning Ng Wing Ning Ng San Francisco Bay Area Details
Wing Ning Ng's Rothstein Kass Experience March 2012 - June 2014
Job Administrative Assistant at Rothstein Kass
Industry Accounting
Experience
KPMG US  July 2014 - Present
Rothstein Kass   March 2012 - June 2014
Deloitte  June 2003 - February 2012
PACIFIC RIM TRANSPORT, INC   April 2000 - March 2002

Skills
Tax Processing, Reports Creation, E-filing, Engagement Letters, New Client Acceptance, CCH Binder, Tax

Education
San Francisco State University
Bachelor of Science, Business Administration

Greg Fox Greg Fox San Francisco Bay Area Details
Greg Fox's Rothstein Kass Experience August 2010 - June 2014
Job Senior Tax and Accounting Manager
Industry Accounting
Experience
Criterion Capital Management  June 2015 - Present
KPMG  July 2014 - May 2015
Rothstein Kass   August 2010 - June 2014
Moss Adams LLP  January 2009 - August 2010
Grant Thornton LLP  August 2005 - January 2009

Skills
Partnership Taxation, Tax Research, Tax, CPA, Accounting, Tax Accounting, Tax Preparation, Income Tax, Fund Of Funds, Tax Returns, GAAP

Education
San Francisco State University   2003 — 2005
Master of Business Administration (MBA), Accounting & Taxation

Santa Clara University   1994 — 1997
Bachelor of Science (BS), Sociology

UC Berkeley   1993 — 1993

Bonnie Yu Bonnie Yu Greater New York City Area Details
Bonnie Yu's Rothstein Kass Experience June 2010 - Present
Job Perella Weinberg Partners
Industry Financial Services
Experience
Perella Weinberg Partners  August 2013 - Present
Rothstein Kass   June 2010 - Present
Rothstein Kass   November 2005 - June 2010
Walden VC   January 2004 - October 2005
Chu and Waters, LLP  January 2002 - December 2004

Skills
GAAP, Tax, Financial Reporting, Accounting, Fund Of Funds, Auditing, Partnership Taxation, Fund Accounting, Financial Accounting, Internal Controls, Hedge Funds, US GAAP, SEC filings, Financial Analysis, Bloomberg, Tax Accounting, Financial Modeling, Financial Statements, Variance Analysis, Accounts Receivable, Corporate Tax, Sarbanes-Oxley Act, Tax Preparation, Tax Research

Education
San Francisco State University, College of Business   2000 — 2005
BS, Accounting

Nidhi Baranwal, CPA Nidhi Baranwal, CPA Greater New York City Area Details
Nidhi Baranwal, CPA's Rothstein Kass Experience 2006 - 2008
Job Senior Fund Accountant at Quadrant Capital Advisors
Industry Accounting
Experience
Quadrant Capital Advisors  July 2012 - Present
Riverstone Holding   June 2008 - October 2012
Rothstein Kass   2006 - 2008

Skills
Accounting, Financial Analysis, Financial Modeling, Financial Reporting, Fund Accounting, GAAP, Microsoft Excel, Mutual Funds, Valuation, Financial Statements, US GAAP, CPA

Education
Rutgers, The State University of New Jersey-Newark   2011 — 2012
Master's degree, Accounting

Rutgers, The State University of New Jersey-Newark   2004 — 2006
BS, Accounting & Finance

Thomas Scalabrini Thomas Scalabrini Greater New York City Area Details
Thomas Scalabrini's Rothstein Kass Experience August 2009 - February 2014
Job Partner at Echelon Advisors, LLC
Industry Accounting
Experience
Echelon Advisors, LLC   February 2014 - Present
Rothstein Kass   August 2009 - February 2014
Wilmington Family Office   July 2006 - August 2009
Deutsche Bank  January 2004 - July 2006
KPMG  January 1997 - February 2004
Hoke, Inc  January 1994 - January 1997
Asset Management Group  November 1992 - January 1994
Grant Thornton  November 1987 - January 1992

Skills
CPA, Tax, Income Tax, Corporate Tax, Accounting, Tax Research, Tax Accounting, SEC filings, Financial Reporting, US GAAP, Internal Controls, Tax Preparation

Education
Rutgers, The State University of New Jersey-Newark   1983 — 1985
BA

Karen Crisalli Karen Crisalli Staten Island, New York Details
Karen Crisalli's Rothstein Kass Experience November 2012 - June 2014
Job Staff Accountant at PEF Services, LLC
Industry Accounting
Experience
PEF Services LLC  October 2014 - Present
KPMG  July 2014 - October 2014
Rothstein Kass   November 2012 - June 2014
St. John's University   September 2011 - May 2012
Becker Professional Education  September 2011 - May 2012
Rothstein Kass   June 2011 - September 2011
Reuben Warner Associates   March 2008 - May 2011

Skills
Accounting, Analysis, Entrepreneurship, GAAP, Event Planning, Financial Reporting, Interviews, Microsoft Excel, PowerPoint, QuickBooks, Social Networking, Teaching

Education
Saint John's University - Peter J. Tobin College of Business   2011 — 2012
MBA

Saint John's University - Peter J. Tobin College of Business   2008 — 2011
BS in Accounting

Tony (Anthony) Berta Tony (Anthony) Berta San Francisco Bay Area Details
Tony (Anthony) Berta's Rothstein Kass Experience 1997 - 2004
Job Director of Operations at Agile Hedge Solutions
Industry Financial Services
Experience
Agile Hedge Solutions   March 2012 - Present
Citi Hedge Fund Services North America, Inc.   2007 - March 2012
BISYS Hedge Fund Services  2004 - 2007
Rothstein Kass   1997 - 2004

Education
Seton Hall University   1994 — 1997
Bachelor of Science (B.S.), Accounting, 3.9

Kelly (Dawson) Dreishpoon Kelly (Dawson) Dreishpoon Greater New York City Area Details
Kelly (Dawson) Dreishpoon's Rothstein Kass Experience December 2004 - March 2008
Job VPCapital One Bank
Industry Banking
Experience
Capital One  April 2013 - Present
Capital One  July 2012 - April 2013
Capital One  July 2011 - July 2012
Capital One Bank  April 2008 - June 2011
Rothstein Kass   December 2004 - March 2008
JPMorgan Chase  June 1998 - June 2003

Skills
Risk Management, Financial Services, Sarbanes-Oxley Act, Internal Controls, Auditing, Financial Analysis, Enterprise Risk..., Internal Audit, Mergers & Acquisitions, Financial Risk

Education
Saint Joseph's University - Erivan K. Haub School of Business   1989 — 1993
BS, Accounting

Charles Laing Charles Laing Greater Los Angeles Area Details
Charles Laing's Rothstein Kass Experience February 2000 - April 2001
Job Property Manager at Santa Barbara District Union
Industry Real Estate
Experience
Santa Barbara District Union   June 2011 - Present
DSL Construction Corp   June 2004 - March 2011
Rothstein Kass   February 2000 - April 2001

Skills
Corporate Real Estate, Management, Entrepreneurship, Microsoft Excel, Team Building, Microsoft Office, Sales Management, Account Management, Social Media Marketing, Real Estate, Creative Problem Solving, Investment Properties, Property Management, Strategic Planning, Customer Service

Education
Southwestern University   1978 — 1982
BBA, Accounting, Economic

Laurie Chatoff Laurie Chatoff San Francisco, California Details
Laurie Chatoff's Rothstein Kass Experience December 2000 - March 2008
Job Chief Financial Officer at Ironwood Capital Management
Industry Investment Management
Experience
Ironwood Capital Management  October 2010 - Present
Laurel Fund Services (Formerly Laurie Chatoff & Associates)   April 2008 - March 2012
Rothstein Kass   December 2000 - March 2008

Education
San Francisco State University, College of Business   1987 — 1989
B.S., Business Administration - Accounting

Candice Crawford, CPA Candice Crawford, CPA Dallas, Texas Details
Candice Crawford, CPA's Rothstein Kass Experience November 2010 - December 2012
Job
Industry Consumer Electronics
Experience
Mosaic Sales Solutions  May 2013 - Present
Locke Lord LLP  December 2012 - May 2013
Rothstein Kass   November 2010 - December 2012
Lincoln Property Company  June 2007 - July 2008

Education
Southern Methodist University - Cox School of Business   2005 — 2010
Masters/Bachelors, Accounting

Champions School of Real Estate

Jhonny Martinez Jhonny Martinez Greater New York City Area Details
Jhonny Martinez's Rothstein Kass Experience April 2011 - December 2011
Job Senior Tax Associate
Industry Financial Services
Experience
Ernst & Young  January 2012 - Present
Rothstein Kass   April 2011 - December 2011
Somerset Capital Group, Ltd.   January 2011 - April 2011
Deloitte Touche Tohmatsu  January 2008 - December 2010

Skills
Hedge Funds, Tax, Partnership Taxation, Fund Of Funds

Education
Sacred Heart University   2004 — 2008
Bachelors, Accounting

Gary(Seokgyun) Chang Gary(Seokgyun) Chang Greater New York City Area Details
Gary(Seokgyun) Chang's Rothstein Kass Experience January 2006 - April 2009
Job Senior Accountant at Kim Lee & Co.
Industry Accounting
Experience
Honors Review  January 2010 - Present
Rothstein Kass   January 2006 - April 2009

Education
Rutgers, The State University of New Jersey-Newark   2002 — 2005
B.A., Accountng, 3.80 (Major GPA)

Maris Fernandez Maris Fernandez Greater New York City Area Details
Maris Fernandez's Rothstein Kass Experience 2007 - 2009
Job Owner at Fernandez Tax & Accounting Services
Industry Accounting
Experience
Fernandez Tax & Accounting Services   July 2011 - Present
Rothstein Kass   2007 - 2009

Skills
Accounting, Financial Reporting, Financial Accounting, Financial Analysis, Income Tax, Auditing, Internal Controls, Internal Audit, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, QuickBooks, Turbo Tax, Sarbanes-Oxley Act, Accounting Systems, Bookkeeping, Business, Food, Filipino food, Non-profits, Wellness, Risk Assessment, General Ledger, GAAP, Finance, Accounting System, CPA

Education
BISK CPA Review School   2009 — 2010

Silliman University
Bachelor in Business Administration, Accounting

Chris Kovach, CPA Chris Kovach, CPA San Francisco Bay Area Details
Chris Kovach, CPA's Rothstein Kass Experience 2003 - 2014
Job Senior Manager Audit at KPMG LLP
Industry Accounting
Experience
KPMG LLP  2014 - Present
Rothstein Kass   2003 - 2014

Skills
Hedge Funds, Auditing, IFRS, Accounting, Venture Capital, Assurance, Fund Of Funds, Financial Services, SEC, Fair Value, Financial Reporting, Financial Accounting, Internal Controls, Investments, Alternative Investments

Education
San Francisco State University

SAM (DOV) BERNATH SAM (DOV) BERNATH Greater New York City Area Details
SAM (DOV) BERNATH's Rothstein Kass Experience October 2003 - January 2005
Job FINANCIAL OFFICER AT VICTORIA CLASSICS
Industry Accounting
Experience
VICTORIA CLASSICS  December 2007 - Present
SOMERSET DEVELOPMENT  August 2005 - December 2007
Rothstein Kass   October 2003 - January 2005

Education
Rutgers, The State University of New Jersey-Newark
MBA

Lajja Shah Lajja Shah Hoffman Estates, Illinois Details
Lajja Shah's Rothstein Kass Experience September 2007 - March 2009
Job Property Tax Analyst at Sears Holdings Corporation
Industry Accounting
Experience
Sears Holdings Corporation  January 2010 - June 2013
Sears Holdings Corporation  January 2010 - May 2013
Rothstein Kass & Co. P.C   October 2007 - March 2009
Rothstein Kass   September 2007 - March 2009
The Prudential Insurance Co. of America  September 2005 - May 2007

Education
Rutgers-The State University ofNJ
B.S, Accounting

Essex County Community College
A.S, Accounting

Rutgers, The State University of New Jersey-Newark
B.S. Accounting, Accounting

Allen Shteynberg, CPA Allen Shteynberg, CPA Greater New York City Area Details
Allen Shteynberg, CPA's Rothstein Kass Experience October 2005 - June 2014
Job Senior Manager at KPMG
Industry Accounting
Experience
KPMG US  July 2014 - Present
Rothstein Kass   October 2005 - June 2014

Skills
Hedge Funds, Fund Of Funds, Private Equity, Tax Reporting, SEC Financial Reporting, CPA

Education
St. John's University
Bachelor's degree, Accounting

Alex Velaochaga Alex Velaochaga Greater New York City Area Details
Alex Velaochaga's Rothstein Kass Experience October 2007 - December 2012
Job Tax Senior at Deloitte
Industry Accounting
Experience
Deloitte  November 2014 - Present
SS&C GlobeOp  January 2014 - October 2014
Rothstein Kass   October 2007 - December 2012

Education
Rutgers, The State University of New Jersey-Newark   2002 — 2006
BS, Accounting

Christina Danile Flynn Christina Danile Flynn Greater New York City Area Details
Christina Danile Flynn's Rothstein Kass Experience October 2002 - June 2014
Job Senior Manager at KPMG
Industry Accounting
Experience
AWSCPA - NJ Affiliate   July 2015 - Present
AWSCPA   July 2015 - Present
KPMG  July 2014 - Present
AWSCPA   July 2014 - June 2015
AWSCPA - NJ Affiliate   July 2013 - June 2015
AWSCPA   July 2013 - June 2014
Rothstein Kass   October 2002 - June 2014
AWSCPA - NJ Affiliate   July 2011 - June 2013
AWSCPA   July 2010 - June 2013

Skills
CPA, Auditing, Financial Reporting, Partnership Taxation, US GAAP, Tax Preparation, Financial Statements, Financial Analysis, Accounting, GAAP, Income Tax, Financial Accounting, Corporate Tax, Audits of Employee..., Audits of manufacturers..., Audits of broker/dealers, Tax Provisions, Management, Tax, Finance, Due Diligence, Sarbanes-Oxley Act

Education
St. John's University   1997 — 2002
Master of Science (M.S.)

St. John's University, The Peter J. Tobin College of Business   1997 — 2002
MS

Lauren M. Cambria, M.B.A. Lauren M. Cambria, M.B.A. Greater New York City Area Details
Lauren M. Cambria, M.B.A.'s Rothstein Kass Experience January 2012 - May 2013
Job Financial Service Associate at New York Community Bancorp, Inc.
Industry Accounting
Experience
New York Community Bancorp, Inc.   August 2014 - Present
Loretta Aquino, C.P.A.   September 2013 - Present
Rothstein Kass   January 2012 - May 2013
Deloitte & Touche  September 2009 - January 2012
Northfield Bank  April 2004 - August 2009
The Madison Square Garden Company  September 2007 - December 2007

Skills
Auditing, Sarbanes-Oxley Act, QuickBooks, Internal Controls, Lacerte, Personal Income Tax..., SOX Compliancy, Corporate Tax Planning, PCAOB standards, GAAP, SEC filings, Tax Accounting, Financial Accounting, Bookkeeping, Financial Statements, Financial Reporting, Microsoft Excel, US GAAP, Personal Tax Planning, CCH, Inventory Control, Branch Banking, Citrix, FASB, Fund Accounting, IFRS, Accounting, Microsoft Office

Education
St. John's University, The Peter J. Tobin College of Business   2004 — 2009
BS/MBA, Accounting

Anthony J Aceti Anthony J Aceti Greater New York City Area Details
Anthony J Aceti's Rothstein Kass Experience 1978 - Present
Job Partner at KPMG
Industry Accounting
Experience
KPMG  July 2014 - Present
Rothstein Kass   1978 - Present

Skills
Tax, Auditing, Private Equity, Hedge Funds, Alternative Investments, Due Diligence, Sarbanes-Oxley Act, Financial Reporting, Fund Of Funds, Accounting

Education
Saint Peter's University   1972 — 1976

Katelyn Velaochaga Katelyn Velaochaga Greater New York City Area Details
Katelyn Velaochaga's Rothstein Kass Experience July 2007 - August 2014
Job Tax Manager at Deloitte Tax LLP
Industry Accounting
Experience
Deloitte  August 2014 - Present
Rothstein Kass   July 2007 - August 2014
State of New Jersey  September 2004 - July 2007
Lord Abbett  April 2003 - September 2004

Education
Rutgers, The State University of New Jersey-Newark   2009 — 2014
MS, Tax

Saint Peter's University   2004 — 2006
MBA, Finance

Saint Peter's University   2000 — 2004
BS, Accountancy

Anthony Abruzzo Anthony Abruzzo Greater New York City Area Details
Anthony Abruzzo's Rothstein Kass Experience October 2006 - November 2008
Job Partner Abruzzo Accounting LLC
Industry Accounting
Experience
Abruzzo Accounting LLC   December 2008 - Present
Rothstein Kass   October 2006 - November 2008

Skills
QuickBooks, Tax Returns, Partnership Taxation, Sales Tax, Tax Preparation, Payroll Taxes, Tax Advisory, Corporate Tax Planning

Education
St. Peter's College   2011 — 2012
Master's degree, Taxation

Saint Joseph's University   2002 — 2006
Bachelor's degree, Accounting

Anthony Busino, CPA Anthony Busino, CPA Walnut Creek, California Details
Anthony Busino, CPA's Rothstein Kass Experience November 2010 - July 2014
Job Audit Manager at KPMG US
Industry Accounting
Experience
KPMG US  July 2015 - Present
KPMG US  July 2014 - Present
Rothstein Kass   November 2010 - July 2014
Ardis health  May 2010 - November 2010
Lang Media  January 2010 - March 2010
Autotask  January 2009 - December 2009

Skills
Accounting, GAAP, Auditing, Financial Reporting, Financial Statements, Financial Analysis, Financial Accounting, Microsoft Excel, US GAAP, Management

Education
College of St. Rose   2008 — 2010
MS, Accounting

Siena College   2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting

Austin Tom Austin Tom Dallas/Fort Worth Area Details
Austin Tom's Rothstein Kass Experience November 2011 - June 2014
Job Senior Associate at KPMG
Industry Accounting
Experience
KPMG  July 2014 - Present
Rothstein Kass   November 2011 - June 2014
McKesson  2010 - 2010
Krueger & Catalano Capital Partners, LLC   May 2008 - June 2008

Skills
GAAP, Accounting, Financial Reporting, Policy, CPA, US GAAP, Financial Services

Education
Southern Methodist University - Cox School of Business   2010 — 2011
Master of Science in Accounting

Southern Methodist University - Cox School of Business   2008 — 2010
BBA, Financial Consulting

Matthew Schwartzman Matthew Schwartzman Greater New York City Area Details
Matthew Schwartzman's Rothstein Kass Experience January 2011 - March 2014
Job Controller at Family Office
Industry Financial Services
Experience
Family Office  March 2014 - Present
Rothstein Kass   January 2011 - March 2014
Citi Hedge Fund Services North America   February 2008 - January 2011

Skills
Hedge Funds, Fund Of Funds, Offshore Funds, Private Equity, Investor Reporting, Financial Statement..., Fund Accounting, Alternative Investments, Fund Administration, Derivatives

Education
University at Albany, SUNY   2006 — 2007
Master of Science, Professional Accountancy

Skidmore College   2002 — 2006
Bachelor of Science, Management & Business, French

Youmna Assad, CPA Youmna Assad, CPA San Francisco Bay Area Details
Youmna Assad, CPA's Rothstein Kass Experience August 2007 - July 2014
Job Senior Manager at Moss Adams LLP
Industry Real Estate
Experience
Moss Adams LLP  June 2015 - Present
BDO USA, LLP  December 2014 - June 2015
KPMG  July 2014 - December 2014
Rothstein Kass   August 2007 - July 2014
Novogradac & Company LLP  January 2004 - August 2007

Skills
Auditing, GAAP, Accounting, Private Equity, Real Estate, Financial Statements, Alternative Investments, US GAAP, Consolidation, SEC filings

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2012 — 2013
Executive MBA

California State University   2001 — 2003
Bachelor of Science, Business Administration "Accountancy"

Sacramento City College   1999 — 2001
Associate in Arts, Business Transfer

Caton Sanders Caton Sanders Dallas/Fort Worth Area Details
Caton Sanders's Rothstein Kass Experience January 2011 - March 2011
Job Assistant Vice President, Global Corporate Credit Risk Media/Telecommunications at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch  August 2014 - Present
Bank of America Merrill Lynch  September 2011 - July 2014
Wilcox Swartzwelder & Co.   June 2011 - September 2011
Rothstein Kass   January 2011 - March 2011
Gerald L. Ray & Associates, Ltd.   June 2010 - December 2010
North Star Resource Group (Dallas)   June 2010 - August 2010

Skills
Valuation, Accounting, Credit Analysis, Financial Modeling, Microsoft Excel, Private Equity, Investment Banking

Education
Southern Methodist University - Cox School of Business   2007 — 2011
Bachelor of Business Administration, Financial Consulting, Accounting

Florence University of the Arts (Florence, Italy)
Italian language, arts and culture

Stefani Boydman Stefani Boydman Greater New York City Area Details
Stefani Boydman's Rothstein Kass Experience November 2011 - August 2014
Job Senior at WithumSmith+Brown
Industry Accounting
Experience
WithumSmith+Brown  September 2014 - Present
Rothstein Kass   November 2011 - August 2014
Rothstein Kass   January 2011 - March 2011

Skills
Account Reconciliation, Accounting, Auditing, Bloomberg Terminal, Financial Accounting, Financial Reporting, GAAP, Microsoft Office, PowerPoint, Internal Controls, Microsoft Word, Financial Analysis, US GAAP, Customer Service, Facebook, Social Media Marketing, Microsoft Excel, Financial Statements, Advertising, Social Media

Education
Rutgers, The State University of New Jersey-Newark   2010 — 2011

Thomas Peck Thomas Peck Dallas/Fort Worth Area Details
Thomas Peck's Rothstein Kass Experience 2013 - 2014
Job Senior Alternative Investments at KPMG US
Industry Financial Services
Experience
KPMG US  2014 - Present
Rothstein Kass   2013 - 2014
Headington Oil Co.   May 2012 - August 2012
View Capital Advisors, LLC  January 2012 - May 2012
Peak Construction  May 2009 - August 2011
AVST  June 2010 - August 2010
DVD Conversions by Thomas Peck   January 2003 - July 2010

Skills
Marketing, Final Cut Pro, Photoshop, Editing, PowerPoint, Sales, Finance, Investments, Microsoft Excel, Management, Leadership, Microsoft Office, Microsoft Word, Social Media, Financial Analysis, Customer Service, Social Networking, Financial Modeling, Social Media Marketing, Accounting

Education
Southern Methodist University - Cox School of Business   2012 — 2013
Masters, Assurance and Advisory

Southern Methodist University - Cox School of Business   2008 — 2012
B.B.A, Finance; Film

University of Virginia, Semester at Sea   2010 — 2010
International Business

Travis Thomason Travis Thomason Greater Denver Area Details
Travis Thomason's Rothstein Kass Experience October 2006 - July 2010
Job Audit Manager at Spicer Jeffries
Industry Accounting
Experience
Spicer Jeffries  January 2012 - Present
BDO USA, LLP  August 2010 - December 2012
Rothstein Kass   October 2006 - July 2010
Rothstein Kass   2006 - 2010

Skills
Alternative Investments, Private Equity, Hedge Funds, Accounting, US GAAP, Financial Reporting, Financial Accounting, GAAP, CPA

Education
Southwestern Adventist University
Bachelor of Business Administration (B.B.A.), Accounting

Bilkis Begum Bilkis Begum Roseland, New Jersey Details
Bilkis Begum's Rothstein Kass Experience November 2011 - June 2014
Job Senior Audit Associate at Rothstein Kass
Industry Accounting
Experience
KPMG US  July 2014 - Present
Rothstein Kass   November 2011 - June 2014
Gucci America, Inc.   January 2010 - May 2010

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

Education
Rutgers, The State University of New Jersey-Newark   2007 — 2011
BS, Accounting and Management; MIS Concentration

Brittany Dea Brittany Dea San Francisco Bay Area Details
Brittany Dea's Rothstein Kass Experience June 2012 - Present
Job
Industry Accounting
Experience
Rothstein Kass   June 2012 - Present
CA Department of Corporation   February 2011 - January 2012
Ascend SFSU  January 2011 - December 2011
Volunteer Income Tax Assistance  January 2011 - April 2011
Volunteer Income Tax Assistance  January 2010 - April 2010

Education
American Business School in Paris, France   2012 — 2012

San Francisco State University   2007 — 2011
Bachelor of Science (BS), Accounting and Information Systems

Jamie Cuccurullo Jamie Cuccurullo Greater New York City Area Details
Jamie Cuccurullo's Rothstein Kass Experience November 2011 - June 2014
Job Senior Associate at KPMG
Industry Accounting
Experience
KPMG US  July 2014 - Present
Rothstein Kass   November 2011 - June 2014
PricewaterhouseCoopers  October 2009 - November 2011
St. John's University   September 2008 - May 2009

Skills
Auditing, US GAAP, Internal Controls

Education
St. John's University, The Peter J. Tobin College of Business   2004 — 2009
BS/MBA, Accounting

Yasmine Bedir Yasmine Bedir Greater New York City Area Details
Yasmine Bedir's Rothstein Kass Experience October 2012 - June 2014
Job Auditor at KPMG US
Industry Accounting
Experience
TD Bank Group  Senior Audit AssociateKPMG USJuly 2014 - Present
Rothstein Kass   October 2012 - June 2014
Wyndham Worldwide  May 2011 - August 2011

Skills
Accounting, Business Strategy, Financial Accounting, Financial Analysis, Financial Reporting, Microsoft Excel, Microsoft Word, Microsoft Office

Education
Rutgers, The State University of New Jersey-Newark   2008 — 2012

Joseph Franzese Joseph Franzese Greater New York City Area Details
Joseph Franzese's Rothstein Kass Experience October 1998 - July 2003
Job Accounting Manager at Caxton Alternative Management LP
Industry Financial Services
Experience
Caxton Alternative Management LP   August 2003 - Present
Rothstein Kass   October 1998 - July 2003

Skills
Hedge Funds, Fund Accounting, GAAP, Account Reconciliation, CPA, Financial Reporting, Financial Accounting, Auditing, Equities, Internal Controls, Financial Statements, Accounting, Financial Analysis, Due Diligence

Education
Saint John's University - Peter J. Tobin College of Business   1994 — 1998
Bachelor of Science, Accounting

Jigar Amin Jigar Amin Greater New York City Area Details
Jigar Amin's Rothstein Kass Experience March 2012 - August 2013
Job Tax Senior Associate of PwC
Industry Financial Services
Experience
PwC  February 2014 - Present
Rothstein Kass   March 2012 - August 2013
Rothstein Kass   March 2012 - August 2013
Citigroup Inc.  May 2010 - March 2012
BlackRock  January 2007 - April 2010

Skills
Accounting, Microsoft Excel, Financial Accounting, Microsoft Office, Partnership Taxation, Corporate Tax, Hedge Funds, Private Equity, Fund Of Funds, State and Local Tax

Education
Rutgers, The State University of New Jersey-Newark   2006 — 2009
Bachelor of Science, Accounting & Finance

Gbemisola Daniyan Gbemisola Daniyan Greater New York City Area Details
Gbemisola Daniyan's Rothstein Kass Experience October 2008 - Present
Job FS Audit Supervising Senior at Rothstein Kass
Industry Accounting
Experience
Rothstein Kass   October 2008 - Present

Skills
GAAP, US GAAP, External Audit, Auditing, Assurance, CPA, Fund Of Funds, QuickBooks, Hedge Accounting, Financial Statements, Sarbanes-Oxley Act

Education
Rutgers, The State University of New Jersey-Newark
Bachelor of Science (B.S.), Accounting and Finance

Laura Veloso-Gonzalez Laura Veloso-Gonzalez Greater New York City Area Details
Laura Veloso-Gonzalez's Rothstein Kass Experience January 2007 - August 2011
Job at
Industry Staffing and Recruiting
Experience
Jennison Associates LLC  August 2015 - Present
Russell Reynolds Associates  July 2014 - August 2015
Russell Reynolds Associates  September 2011 - June 2014
Rothstein Kass   January 2007 - August 2011

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Management, GAAP, Corporate Financial..., Financial Statement..., Peer Reviews, Consolidated Financial..., Financial Statement..., Hedge Funds, Internal Controls, Financial Accounting, Account Reconciliation, General Insurance, PeopleSoft Financial, Sage FAS Fixed Assets, Concur

Education
Rutgers, The State University of New Jersey-Newark   2007 — 2008
Master's degree, Accounting

Rutgers, The State University of New Jersey-Newark   2003 — 2007
Bachelor's degree, Accounting

Jerome Ponce Jerome Ponce Greater New York City Area Details
Jerome Ponce's Rothstein Kass Experience October 2008 - May 2013
Job Experienced Accounting and Audit Professional
Industry Accounting
Experience
Geltrude & Company  May 2013 - May 2014
Rothstein Kass   October 2008 - May 2013
new jersey sports and exposition authority  July 2005 - October 2008

Skills
Auditing, Accounting, Financial Statements, Audits of Employee..., Private Equity, Accounts Receivable, GAAP, Financial Analysis, Broker-Dealer, SEC filings, Financial Accounting, US GAAP, Tax Accounting, Cost Accounting, Tax, Partnership Taxation, Tax Returns, General Ledger, Internal Controls, Account Reconciliation, Tax Preparation, Training, CPA, Corporate Tax, Income Tax, Alternative Investments, Manufacturing, Real Estate Transactions, investments, CCH ProSystem fx, Tax Research, External Audit, Financial Reporting, IFRS, Sarbanes-Oxley Act, Variance Analysis, Fund Accounting, SEC Filings

Education
St. Peter's College   2006 — 2007
Master of Science (MS), Accounting

St. Peter's College   2001 — 2005
Bachelor of Science (BS), Accounting

Andrew Sharaf Andrew Sharaf Tenafly, New Jersey Details
Andrew Sharaf's Rothstein Kass Experience January 2014 - April 2014
Job Family Office Group Tax Intern at Rothstein Kass
Industry Accounting
Experience
Stop & Shop  November 2010 - May 2014
Rothstein Kass   January 2014 - April 2014
Rothstein Kass   June 2013 - June 2013

Skills
Tax Preparation, Microsoft Office, Account Reconciliation, Tax Accounting

Education
Rutgers, The State University of New Jersey-Newark   2014 — 2015
Master's Degree, Financial Accounting

Rutgers, The State University of New Jersey-Newark   2009 — 2014
Bachelor's Degree, Accounting

Tenafly High School

Tenafly High School

Tenafly High School

Lisa Vien Lisa Vien Dallas/Fort Worth Area Details
Lisa Vien's Rothstein Kass Experience June 2013 - June 2014
Job Tax Associate at KPMG
Industry Accounting
Experience
KPMG  July 2014 - Present
Rothstein Kass   June 2013 - June 2014

Education
Southern Methodist University   2009 — 2012
Bachelors of Business Administration, Accounting

The University of Texas at Dallas   2012 — 2013

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