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
Alonzo Guzman Alonzo Guzman's Rothstein Kass Experience January 2009 - March 2009
Job Assurance Manager at Ernst & Young
Industry Accounting
Experience
EY January 2011 - Present
Ernst & Young July 2012 - September 2012
Clifton Gunderson LLP January 2010 - January 2011
Rothstein Kass January 2009 - March 2009
Skills
Assurance, Auditing, US GAAP, Accounting, Internal Controls, Financial Reporting, Sarbanes-Oxley Act, External Audit, Financial Accounting, Financial Statements, GAAP, Sarbanes-Oxley, CPA, Financial Audits, SOX 404
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2009
MPA, Accounting
The University of Texas at Austin - Red McCombs School of Business 2003 — 2008
BBA, Accounting
EY January 2011 - Present
Ernst & Young July 2012 - September 2012
Clifton Gunderson LLP January 2010 - January 2011
Rothstein Kass January 2009 - March 2009
Skills
Assurance, Auditing, US GAAP, Accounting, Internal Controls, Financial Reporting, Sarbanes-Oxley Act, External Audit, Financial Accounting, Financial Statements, GAAP, Sarbanes-Oxley, CPA, Financial Audits, SOX 404
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2009
MPA, Accounting
The University of Texas at Austin - Red McCombs School of Business 2003 — 2008
BBA, Accounting
Joseph Matthew Cancino, CPA Joseph Matthew Cancino, CPA's Rothstein Kass Experience October 2013 - June 2014
Job Senior Audit Associate at KPMG US
Industry Accounting
Experience
KPMG US December 2014 - Present
KPMG US July 2014 - November 2014
Rothstein Kass October 2013 - June 2014
Novogradac & Company LLP January 2011 - March 2012
City of Orinda August 2010 - December 2010
Novogradac & Company LLP January 2010 - March 2010
The Daily Californian August 2007 - July 2009
UC Berkeley's International House June 2008 - December 2008
John F. Kennedy High School July 2005 - August 2006
Skills
Microsoft Excel, Management, Public Speaking, GAAP, QuickBooks, Accounting, ProSystem fx Tax, Financial Analysis, Auditing, Research, Nonprofits, US GAAP, Financial Statements, Tax, Analysis
Education
Haas School of Business, UC Berkeley 2007 — 2009
Bachelor of Science (B.S.), Business Administration
University of California, Berkeley 2005 — 2009
Bachelor's degree, Business Administration
University of California, Berkeley Extension Program 2009 — 2009
Accounting
KPMG US December 2014 - Present
KPMG US July 2014 - November 2014
Rothstein Kass October 2013 - June 2014
Novogradac & Company LLP January 2011 - March 2012
City of Orinda August 2010 - December 2010
Novogradac & Company LLP January 2010 - March 2010
The Daily Californian August 2007 - July 2009
UC Berkeley's International House June 2008 - December 2008
John F. Kennedy High School July 2005 - August 2006
Skills
Microsoft Excel, Management, Public Speaking, GAAP, QuickBooks, Accounting, ProSystem fx Tax, Financial Analysis, Auditing, Research, Nonprofits, US GAAP, Financial Statements, Tax, Analysis
Education
Haas School of Business, UC Berkeley 2007 — 2009
Bachelor of Science (B.S.), Business Administration
University of California, Berkeley 2005 — 2009
Bachelor's degree, Business Administration
University of California, Berkeley Extension Program 2009 — 2009
Accounting
Jonathan Huang Jonathan Huang's Rothstein Kass Experience November 2013 - June 2014
Job Tax Associate at KPMG US
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass November 2013 - June 2014
Novogradac & Company LLP January 2013 - March 2013
AER Worldwide September 2011 - November 2012
BioMedixUSA, Inc. January 2011 - September 2011
AXT, Inc. August 2010 - December 2010
AXT, Inc. January 2008 - August 2008
AXT, Inc. June 2007 - August 2007
Skills
CCH ProSystem fx, GoSystems, Syspro, Sage Pro, QuickBooks, FileMaker
Education
University of California, Irvine 2008 — 2010
Bachelor of Arts, Business Economics, Accounting Minor
KPMG US July 2014 - Present
Rothstein Kass November 2013 - June 2014
Novogradac & Company LLP January 2013 - March 2013
AER Worldwide September 2011 - November 2012
BioMedixUSA, Inc. January 2011 - September 2011
AXT, Inc. August 2010 - December 2010
AXT, Inc. January 2008 - August 2008
AXT, Inc. June 2007 - August 2007
Skills
CCH ProSystem fx, GoSystems, Syspro, Sage Pro, QuickBooks, FileMaker
Education
University of California, Irvine 2008 — 2010
Bachelor of Arts, Business Economics, Accounting Minor
Steven Menna Steven Menna's Rothstein Kass Experience June 2008 - June 2014
Job Partner Alternative Investments at KPMG US
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass June 2008 - June 2014
Rothstein Kass June 2008 - June 2014
Ernst & Young October 1994 - April 2008
Skills
Fund Of Funds, Hedge Funds, Alternative Investments, Portfolio Management, Private Equity, Leadership, Investments, Securities, CPA, Swaps, Auditing, Mutual Funds, Financial Modeling, Fund Accounting, Fixed Income, Due Diligence, Asset Management, Valuation, Securities Lending, SEC filings, Derivatives, Management, Equities, Fund Administration, Venture Capital, Capital Markets
Education
State University of New York at New Paltz 1988 — 1992
BS, Accounting and Business Management
Minisink Valley
KPMG US July 2014 - Present
Rothstein Kass June 2008 - June 2014
Rothstein Kass June 2008 - June 2014
Ernst & Young October 1994 - April 2008
Skills
Fund Of Funds, Hedge Funds, Alternative Investments, Portfolio Management, Private Equity, Leadership, Investments, Securities, CPA, Swaps, Auditing, Mutual Funds, Financial Modeling, Fund Accounting, Fixed Income, Due Diligence, Asset Management, Valuation, Securities Lending, SEC filings, Derivatives, Management, Equities, Fund Administration, Venture Capital, Capital Markets
Education
State University of New York at New Paltz 1988 — 1992
BS, Accounting and Business Management
Minisink Valley
Todd Kesterson Todd Kesterson's Rothstein Kass Experience March 2013 - June 2014
Job Director Family Office Services at Kaufman Rossin & Co.
Industry Accounting
Experience
Kaufman, Rossin & Co. June 2014 - Present
Rothstein Kass March 2013 - June 2014
Cox Partners 1999 - 2012
SAMCO Acceptance Corp 1995 - 1999
Ernst & Young 1989 - 1995
University of North Texas 1987 - 1989
Hutton & Hutton, CPA 1987 - 1988
Skills
Accounting, Internal Controls, Investments, Tax, Start-ups, Finance, Financial Reporting, Auditing, Financial Analysis, Strategic Financial..., Managerial Finance, Due Diligence, Tax Preparation, Financial Modeling, Income Tax, Corporate Finance, Tax Accounting, Mergers & Acquisitions, Private Equity, Financial Services, CPA, Forecasting, Management Consulting, Financial Planning
Education
University of North Texas 1988 — 1989
Master's degree, Accounting
University of North Texas 1984 — 1988
Bachelor's degree, Accounting
University of Arkansas at Fayetteville 1984 — 1985
Accounting and Business/Management
Kaufman, Rossin & Co. June 2014 - Present
Rothstein Kass March 2013 - June 2014
Cox Partners 1999 - 2012
SAMCO Acceptance Corp 1995 - 1999
Ernst & Young 1989 - 1995
University of North Texas 1987 - 1989
Hutton & Hutton, CPA 1987 - 1988
Skills
Accounting, Internal Controls, Investments, Tax, Start-ups, Finance, Financial Reporting, Auditing, Financial Analysis, Strategic Financial..., Managerial Finance, Due Diligence, Tax Preparation, Financial Modeling, Income Tax, Corporate Finance, Tax Accounting, Mergers & Acquisitions, Private Equity, Financial Services, CPA, Forecasting, Management Consulting, Financial Planning
Education
University of North Texas 1988 — 1989
Master's degree, Accounting
University of North Texas 1984 — 1988
Bachelor's degree, Accounting
University of Arkansas at Fayetteville 1984 — 1985
Accounting and Business/Management
Taylor Somerville, CFA Taylor Somerville, CFA's Rothstein Kass Experience October 2001 - June 2004
Job at McVean Trading and Investment
Industry Financial Services
Experience
McVean Trading and Investment October 2006 - Present
Compass Financial Advisors June 2004 - October 2006
Rothstein Kass October 2001 - June 2004
Skills
Bloomberg, Alternative Investments, Valuation, Hedge Funds, Equities, Financial Analysis, Financial Modeling, Derivatives, Investments, Fixed Income, Asset Management, Securities, Bloomberg Terminal, Technical Analysis, Futures Trading
Education
University of Alabama 1997 — 2001
Bachelor of Science in Commerce and Business Administration, Finance
McVean Trading and Investment October 2006 - Present
Compass Financial Advisors June 2004 - October 2006
Rothstein Kass October 2001 - June 2004
Skills
Bloomberg, Alternative Investments, Valuation, Hedge Funds, Equities, Financial Analysis, Financial Modeling, Derivatives, Investments, Fixed Income, Asset Management, Securities, Bloomberg Terminal, Technical Analysis, Futures Trading
Education
University of Alabama 1997 — 2001
Bachelor of Science in Commerce and Business Administration, Finance
Connie Lau Connie Lau's Rothstein Kass Experience September 2005 - April 2012
Job Assistant Controller at Venrock
Industry Accounting
Experience
Venrock November 2013 - Present
Venrock March 2013 - October 2013
Rothstein Kass September 2005 - April 2012
Skills
GAAP, Fund Of Funds, Accounting, Financial Reporting, Auditing, US GAAP, Tax, CPA, Internal Controls, Hedge Funds, Private Equity, Financial Accounting, Fund Accounting, Partnership Taxation
Education
University of California, Berkeley 2001 — 2005
Bachelor of Arts (B.A.), Economics
University of California, Berkeley - Walter A. Haas School of Business 2001 — 2005
Bachelor's degree, Business Administration and Management, General
Venrock November 2013 - Present
Venrock March 2013 - October 2013
Rothstein Kass September 2005 - April 2012
Skills
GAAP, Fund Of Funds, Accounting, Financial Reporting, Auditing, US GAAP, Tax, CPA, Internal Controls, Hedge Funds, Private Equity, Financial Accounting, Fund Accounting, Partnership Taxation
Education
University of California, Berkeley 2001 — 2005
Bachelor of Arts (B.A.), Economics
University of California, Berkeley - Walter A. Haas School of Business 2001 — 2005
Bachelor's degree, Business Administration and Management, General
Kimberly Treviño Kimberly Treviño's Rothstein Kass Experience August 2007 - August 2010
Job Owner at Emporium of Fluff
Industry Accounting
Experience
Emporium of Fluff April 2012 - Present
UT Southwestern Medical Center January 2011 - October 2012
Rothstein Kass August 2007 - August 2010
East Texas Medical Center 2002 - 2007
Skills
Auditing, Accounting, Account Reconciliation, GAAP, Financial Statements, Hedge Funds, Financial Reporting, General Ledger, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Accounts Payable, Variance Analysis, Financial Services, Financial Accounting, US GAAP, Tax, Fixed Assets, Forecasting, Management, Budgets, Microsoft Excel, Cost Accounting, Internal Audit
Education
University of Texas at Tyler 2004 — 2007
BBA, Accounting
Tyler Junior College 2000 — 2002
Bachelor of Arts (B.A.)
Emporium of Fluff April 2012 - Present
UT Southwestern Medical Center January 2011 - October 2012
Rothstein Kass August 2007 - August 2010
East Texas Medical Center 2002 - 2007
Skills
Auditing, Accounting, Account Reconciliation, GAAP, Financial Statements, Hedge Funds, Financial Reporting, General Ledger, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Accounts Payable, Variance Analysis, Financial Services, Financial Accounting, US GAAP, Tax, Fixed Assets, Forecasting, Management, Budgets, Microsoft Excel, Cost Accounting, Internal Audit
Education
University of Texas at Tyler 2004 — 2007
BBA, Accounting
Tyler Junior College 2000 — 2002
Bachelor of Arts (B.A.)
Ignacio Griego Ignacio Griego's Rothstein Kass Experience October 2005 - January 2014
Job Assurance Partner at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP November 2014 - Present
KPMG US January 2014 - November 2014
Rothstein Kass October 2005 - January 2014
PwC October 2002 - September 2005
Skills
Auditing, CPA, Hedge Funds, Alternative Investments, Private Equity, Fund Of Funds, Valuation, Investments, Derivatives, Asset Managment, Fund Accounting, Venture Capital, Securities, Accounting, Financial Reporting, SEC filings, Financial Analysis, Financial Services, Portfolio Management, Investment Management, Due Diligence, Financial Modeling, Options, Mutual Funds, Fixed Income, Bloomberg, Capital Markets, Asset Management, Equities
Education
University of California, Berkeley 1998 — 2002
BS, BA, Business Administration, Economics
BDO USA, LLP November 2014 - Present
KPMG US January 2014 - November 2014
Rothstein Kass October 2005 - January 2014
PwC October 2002 - September 2005
Skills
Auditing, CPA, Hedge Funds, Alternative Investments, Private Equity, Fund Of Funds, Valuation, Investments, Derivatives, Asset Managment, Fund Accounting, Venture Capital, Securities, Accounting, Financial Reporting, SEC filings, Financial Analysis, Financial Services, Portfolio Management, Investment Management, Due Diligence, Financial Modeling, Options, Mutual Funds, Fixed Income, Bloomberg, Capital Markets, Asset Management, Equities
Education
University of California, Berkeley 1998 — 2002
BS, BA, Business Administration, Economics
Eddie Swain Eddie Swain's Rothstein Kass Experience November 2013 - June 2014
Job Tax Associate at KPMG US
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass November 2013 - June 2014
Novogradac & Company LLP January 2013 - April 2013
Morgan Stanley April 2012 - June 2012
LogixData April 2011 - August 2011
Skills
Alternative Investments, Hedge Funds, Fund Of Funds, Partnership Taxation, Tax Preparation, Financial Services, Microsoft Office, Financial Statements, Adobe Creative Suite, CCH ProSystem fx, Financial Modeling, Accounting, Financial Reporting, GAAP, Tax, ProSystem fx Tax
Education
University of California, Davis 2010 — 2012
Bachelor of Science (B.S.), Managerial Economics, Overall GPA: 3.71
KPMG US July 2014 - Present
Rothstein Kass November 2013 - June 2014
Novogradac & Company LLP January 2013 - April 2013
Morgan Stanley April 2012 - June 2012
LogixData April 2011 - August 2011
Skills
Alternative Investments, Hedge Funds, Fund Of Funds, Partnership Taxation, Tax Preparation, Financial Services, Microsoft Office, Financial Statements, Adobe Creative Suite, CCH ProSystem fx, Financial Modeling, Accounting, Financial Reporting, GAAP, Tax, ProSystem fx Tax
Education
University of California, Davis 2010 — 2012
Bachelor of Science (B.S.), Managerial Economics, Overall GPA: 3.71
Libera Scotto Di Carlo Libera Scotto Di Carlo's Rothstein Kass Experience May 2012 - August 2013
Job Benefits Analyst at Rady Children's Hospital
Industry Human Resources
Experience
Rady Children's Hospital-San Diego December 2014 - Present
HD Supply July 2014 - December 2014
HD Supply September 2013 - July 2014
Rothstein Kass May 2012 - August 2013
EisnerAmper LLP November 2009 - May 2012
Skills
Human Resources, Onboarding, College Recruiting, Management, Job Scheduling, Microsoft Office, Ultipro, PeopleSoft, Adobe Creative Suite, WordPress, Employee Relations, HRIS, Interviews, Leadership, New Hire Orientations, Recruiting, Kronos Timekeeping, iCIMS, Leave of Absence, Workers Compensation, Employee Benefits
Education
State University of New York at Albany 2005 — 2009
Bachelor of Science (B.S.), Accounting
Rady Children's Hospital-San Diego December 2014 - Present
HD Supply July 2014 - December 2014
HD Supply September 2013 - July 2014
Rothstein Kass May 2012 - August 2013
EisnerAmper LLP November 2009 - May 2012
Skills
Human Resources, Onboarding, College Recruiting, Management, Job Scheduling, Microsoft Office, Ultipro, PeopleSoft, Adobe Creative Suite, WordPress, Employee Relations, HRIS, Interviews, Leadership, New Hire Orientations, Recruiting, Kronos Timekeeping, iCIMS, Leave of Absence, Workers Compensation, Employee Benefits
Education
State University of New York at Albany 2005 — 2009
Bachelor of Science (B.S.), Accounting
Antonella Thompson Antonella Thompson's Rothstein Kass Experience June 2001 - November 2004
Job Concur Support Specialist at Realogy Holdings Corp.
Industry Financial Services
Experience
Realogy Holdings Corp. February 2015 - Present
Citi August 2007 - March 2013
BISYS Fund Services December 2004 - July 2007
Rothstein Kass June 2001 - November 2004
ETA Management April 1999 - May 2001
Skills
Accounts Payable, Facilities Management, Managerial Experience, Management, Staff development and..., Meeting and event..., Spreadsheets, Database creations, Inventory Management, Oracle, Microsoft Excel, Microsoft Publisher, Microsoft Word, SharePoint, Concur, Securities, Procure-to-Pay, Financial Services, Finance, Auditing, Credit, Portfolio Management, Accounting, Hedge Funds, Fund Accounting, Customer Service, Invoicing, Analysis, Alternative Investments, Asset Management, Investments, Mutual Funds, Fixed Income
Education
State University of New York College at Oneonta 1992 — 1994
Bachelor of Arts, Psychology
Suffolk County Community College 1989 — 1991
Associates of Arts, Liberal Arts
Realogy Holdings Corp. February 2015 - Present
Citi August 2007 - March 2013
BISYS Fund Services December 2004 - July 2007
Rothstein Kass June 2001 - November 2004
ETA Management April 1999 - May 2001
Skills
Accounts Payable, Facilities Management, Managerial Experience, Management, Staff development and..., Meeting and event..., Spreadsheets, Database creations, Inventory Management, Oracle, Microsoft Excel, Microsoft Publisher, Microsoft Word, SharePoint, Concur, Securities, Procure-to-Pay, Financial Services, Finance, Auditing, Credit, Portfolio Management, Accounting, Hedge Funds, Fund Accounting, Customer Service, Invoicing, Analysis, Alternative Investments, Asset Management, Investments, Mutual Funds, Fixed Income
Education
State University of New York College at Oneonta 1992 — 1994
Bachelor of Arts, Psychology
Suffolk County Community College 1989 — 1991
Associates of Arts, Liberal Arts
Jonathan S. Dworkin, CPA Jonathan S. Dworkin, CPA's Rothstein Kass Experience October 2012 - June 2014
Job Audit Manager at EisnerAmper LLP
Industry Accounting
Experience
EisnerAmper LLP September 2014 - Present
KPMG US July 2014 - August 2014
Rothstein Kass October 2012 - June 2014
Rothstein Kass October 2011 - September 2012
Rothstein Kass October 2010 - September 2011
Rothstein Kass October 2009 - September 2010
Rothstein Kass October 2008 - September 2009
Alpha Epsilon Pi Fraternity, University at Albany March 2006 - May 2008
Skills
GAAP, Fund Accounting, CCH ProSystem fx, Financial Reporting, Financial Accounting, Accounting, Auditing, GoSystems, Assurance, US GAAP, Internal Audit, Internal Controls, External Audit, Bookkeeping, Income Tax, Corporate Tax
Education
University at Albany, SUNY 2004 — 2008
Bachelor of Science, Accounting
EisnerAmper LLP September 2014 - Present
KPMG US July 2014 - August 2014
Rothstein Kass October 2012 - June 2014
Rothstein Kass October 2011 - September 2012
Rothstein Kass October 2010 - September 2011
Rothstein Kass October 2009 - September 2010
Rothstein Kass October 2008 - September 2009
Alpha Epsilon Pi Fraternity, University at Albany March 2006 - May 2008
Skills
GAAP, Fund Accounting, CCH ProSystem fx, Financial Reporting, Financial Accounting, Accounting, Auditing, GoSystems, Assurance, US GAAP, Internal Audit, Internal Controls, External Audit, Bookkeeping, Income Tax, Corporate Tax
Education
University at Albany, SUNY 2004 — 2008
Bachelor of Science, Accounting
Shane Sirotiak Shane Sirotiak's Rothstein Kass Experience October 2009 - June 2012
Job Financial Accountant I at USAA
Industry Accounting
Experience
USAA March 2014 - Present
NuStar Energy Corporation June 2012 - March 2014
Rothstein Kass October 2009 - June 2012
RadioShack May 2008 - August 2008
Education
Texas Christian University - M.J. Neeley School of Business 2008 — 2009
Masters, Accounting
Texas Christian University - M.J. Neeley School of Business 2004 — 2008
BBA, Accounting/Finance
USAA March 2014 - Present
NuStar Energy Corporation June 2012 - March 2014
Rothstein Kass October 2009 - June 2012
RadioShack May 2008 - August 2008
Education
Texas Christian University - M.J. Neeley School of Business 2008 — 2009
Masters, Accounting
Texas Christian University - M.J. Neeley School of Business 2004 — 2008
BBA, Accounting/Finance
Antonella Puca Antonella Puca's Rothstein Kass Experience September 2008 - June 2013
Job Senior Manager Alternative Investments at KPMG US
Industry Financial Services
Experience
KPMG US August 2013 - Present
NYSSA December 2014 - Present
Rothstein Kass September 2008 - June 2013
Ernst & Young December 2002 - May 2006
Rothstein Kass November 2000 - November 2002
New York University September 1997 - May 1999
Education
Università degli Studi di Napoli 'Federico II' 1984 — 1990
Laurea, Economics, 110/110 cum laude
New York University
M.A., Music History, Medieval Studies, GPA: 3.9
KPMG US August 2013 - Present
NYSSA December 2014 - Present
Rothstein Kass September 2008 - June 2013
Ernst & Young December 2002 - May 2006
Rothstein Kass November 2000 - November 2002
New York University September 1997 - May 1999
Education
Università degli Studi di Napoli 'Federico II' 1984 — 1990
Laurea, Economics, 110/110 cum laude
New York University
M.A., Music History, Medieval Studies, GPA: 3.9
Jonathan Teich, CPA Jonathan Teich, CPA's Rothstein Kass Experience November 2009 - August 2012
Job Assistant Controller at Daruma Capital Management
Industry Accounting
Experience
Daruma Capital Management August 2012 - Present
Rothstein Kass November 2009 - August 2012
Education
University at Albany, SUNY
BS, Accounting
Daruma Capital Management August 2012 - Present
Rothstein Kass November 2009 - August 2012
Education
University at Albany, SUNY
BS, Accounting
Chris Sluty, CPA's Rothstein Kass Experience October 2006 - June 2013
Job Cofounder, COO at FloQast
Industry Accounting
Experience
FloQast July 2013 - Present
Rothstein Kass October 2006 - June 2013
Skills
Accounting, Financial Services, Financial Reporting, Auditing, GAAP, Hedge Funds, Private Equity, SEC filings, Due Diligence, CPA, Internal Controls, Financial Analysis, Tax, Financial Accounting, US GAAP
Education
Syracuse University - Martin J. Whitman School of Management 2002 — 2006
Bachelor of Science (BS), Accounting
FloQast July 2013 - Present
Rothstein Kass October 2006 - June 2013
Skills
Accounting, Financial Services, Financial Reporting, Auditing, GAAP, Hedge Funds, Private Equity, SEC filings, Due Diligence, CPA, Internal Controls, Financial Analysis, Tax, Financial Accounting, US GAAP
Education
Syracuse University - Martin J. Whitman School of Management 2002 — 2006
Bachelor of Science (BS), Accounting
Jessica Kim Jessica Kim's Rothstein Kass Experience May 2013 - May 2014
Job HR Generalist at Rockwood Capital
Industry Real Estate
Experience
Rockwood Capital August 2015 - Present
Andersen Tax May 2014 - July 2015
Rothstein Kass May 2013 - May 2014
Blackstone Technology Group March 2012 - May 2013
Innovations PSI June 2010 - March 2012
UC Davis Internship & Career Center September 2009 - June 2010
Skills
Recruiting, Human Resources, Applicant Tracking..., Talent Acquisition, Vendor Management, Onboarding, Employee Relations
Education
University of California, Davis 2006 — 2010
Bachelor of Arts, Communication
Rockwood Capital August 2015 - Present
Andersen Tax May 2014 - July 2015
Rothstein Kass May 2013 - May 2014
Blackstone Technology Group March 2012 - May 2013
Innovations PSI June 2010 - March 2012
UC Davis Internship & Career Center September 2009 - June 2010
Skills
Recruiting, Human Resources, Applicant Tracking..., Talent Acquisition, Vendor Management, Onboarding, Employee Relations
Education
University of California, Davis 2006 — 2010
Bachelor of Arts, Communication
Angela Gumba Angela Gumba's Rothstein Kass Experience 2005 - 2006
Job Social Worker
Industry Government Administration
Experience
City and County of San Francisco - Human Services Agency 2012 - Present
Pacific Logistics Corp 2008 - 2009
Nitto Tire U.S.A., Inc. 2007 - 2008
Rothstein Kass 2005 - 2006
Skills
Administrative Support, Customer Service, Outlook, Word, Excel, Microsoft Office, PowerPoint, Customer Relations, Problem Solving, Windows
Education
University of California, Irvine 2003 — 2005
B.A., Cognitive Psychology
Jesse Bethel High School
City and County of San Francisco - Human Services Agency 2012 - Present
Pacific Logistics Corp 2008 - 2009
Nitto Tire U.S.A., Inc. 2007 - 2008
Rothstein Kass 2005 - 2006
Skills
Administrative Support, Customer Service, Outlook, Word, Excel, Microsoft Office, PowerPoint, Customer Relations, Problem Solving, Windows
Education
University of California, Irvine 2003 — 2005
B.A., Cognitive Psychology
Jesse Bethel High School
Jerry Koshy's Rothstein Kass Experience January 2013 - January 2014
Job Business Measurement and Evaluation Analyst at Stream Energy
Industry Accounting
Experience
Stream Energy February 2014 - Present
Rothstein Kass January 2013 - January 2014
Crosstex Energy May 2012 - December 2012
VITA/TCE February 2011 - August 2012
Emersons Commercial Management US, LLC August 2011 - January 2012
Fort Worth ISD August 2011 - November 2011
Skills
General Ledger, Auditing, Internal Controls, Internal Audit, Accounting, Financial Reporting, Financial Accounting, Account Reconciliation, Microsoft Excel, GAAP, Financial Analysis, US GAAP, QuickBooks, Journal Entries, CPA, Accounts Receivable, Sarbanes-Oxley, Variance Analysis, Financial Statements, Budgets, Financial Audits, PeopleSoft, External Audit, Pivot Tables, Bank Reconciliation, Assurance, Consolidation, Outlook, Payroll, Tax, Cost Accounting, Peachtree, Sarbanes-Oxley Act, Tax Preparation, Revenue Recognition
Education
The University of Texas at Dallas - School of Management 2011 — 2012
Master's Degree, Accounting and Management in Information Systems
The University of Texas at Dallas 2008 — 2011
Bachelor of Science (BS), Accounting
Stream Energy February 2014 - Present
Rothstein Kass January 2013 - January 2014
Crosstex Energy May 2012 - December 2012
VITA/TCE February 2011 - August 2012
Emersons Commercial Management US, LLC August 2011 - January 2012
Fort Worth ISD August 2011 - November 2011
Skills
General Ledger, Auditing, Internal Controls, Internal Audit, Accounting, Financial Reporting, Financial Accounting, Account Reconciliation, Microsoft Excel, GAAP, Financial Analysis, US GAAP, QuickBooks, Journal Entries, CPA, Accounts Receivable, Sarbanes-Oxley, Variance Analysis, Financial Statements, Budgets, Financial Audits, PeopleSoft, External Audit, Pivot Tables, Bank Reconciliation, Assurance, Consolidation, Outlook, Payroll, Tax, Cost Accounting, Peachtree, Sarbanes-Oxley Act, Tax Preparation, Revenue Recognition
Education
The University of Texas at Dallas - School of Management 2011 — 2012
Master's Degree, Accounting and Management in Information Systems
The University of Texas at Dallas 2008 — 2011
Bachelor of Science (BS), Accounting
Lauren Corsello's Rothstein Kass Experience August 2013 - August 2013
Job Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co. July 2015 - Present
Hatchet Publications, Inc. January 2014 - January 2015
PwC June 2014 - August 2014
Rothstein Kass August 2013 - August 2013
PwC June 2013 - June 2013
Prudential Financial May 2013 - May 2013
Baker Tilly Virchow Krause, LLP May 2013 - May 2013
Skills
Leadership, Internal Audit, Internal Controls, SOX Compliancy, SOX 404, PowerPoint, Accounting, Business Process, Risk Management, REIT, Hedge Funds, Organization Skills, Teamwork, Close Attention to..., Spanish, Microsoft Excel, Public Speaking, Management, Microsoft Word, Marketing, QuickBooks, SPSS, Conscientious, Microsoft Office, Access
Education
The George Washington University - School of Business 2011 — 2014
Bachelor of Accountancy
Morris Knolls High School 2007 — 2011
High School
JPMorgan Chase & Co. July 2015 - Present
Hatchet Publications, Inc. January 2014 - January 2015
PwC June 2014 - August 2014
Rothstein Kass August 2013 - August 2013
PwC June 2013 - June 2013
Prudential Financial May 2013 - May 2013
Baker Tilly Virchow Krause, LLP May 2013 - May 2013
Skills
Leadership, Internal Audit, Internal Controls, SOX Compliancy, SOX 404, PowerPoint, Accounting, Business Process, Risk Management, REIT, Hedge Funds, Organization Skills, Teamwork, Close Attention to..., Spanish, Microsoft Excel, Public Speaking, Management, Microsoft Word, Marketing, QuickBooks, SPSS, Conscientious, Microsoft Office, Access
Education
The George Washington University - School of Business 2011 — 2014
Bachelor of Accountancy
Morris Knolls High School 2007 — 2011
High School
Robert Levin Robert Levin's Rothstein Kass Experience November 2006 - June 2014
Job Partner, Flynn Family Office
Industry Accounting
Experience
Flynn Family Office (FFO) June 2014 - Present
Rothstein Kass November 2006 - June 2014
Goldstein Golub & Kessler 1996 - 2006
Skills
CPA, Accounting
Education
State University of New York College at Oneonta
State University of New York College at Oneonta
Flynn Family Office (FFO) June 2014 - Present
Rothstein Kass November 2006 - June 2014
Goldstein Golub & Kessler 1996 - 2006
Skills
CPA, Accounting
Education
State University of New York College at Oneonta
State University of New York College at Oneonta
Kyle Wagner Kyle Wagner's Rothstein Kass Experience December 2011 - June 2014
Job Senior at KPMG US
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass December 2011 - June 2014
BDO USA, LLP September 2008 - December 2011
BDO Cayman Islands May 2011 - July 2011
Skills
Excel, Word, US GAAP, GAAP, Accounting, Auditing, Internal Controls, Financial Reporting, Financial Accounting, Assurance, External Audit, General Ledger, Financial Analysis, QuickBooks
Education
Stephen F. Austin State University 2003 — 2008
Masters, Accounting
KPMG US July 2014 - Present
Rothstein Kass December 2011 - June 2014
BDO USA, LLP September 2008 - December 2011
BDO Cayman Islands May 2011 - July 2011
Skills
Excel, Word, US GAAP, GAAP, Accounting, Auditing, Internal Controls, Financial Reporting, Financial Accounting, Assurance, External Audit, General Ledger, Financial Analysis, QuickBooks
Education
Stephen F. Austin State University 2003 — 2008
Masters, Accounting
Jillian Dintino Jillian Dintino's Rothstein Kass Experience June 2011 - August 2011
Job Audit Senior at Deloitte
Industry Accounting
Experience
Deloitte October 2012 - Present
Rothstein Kass June 2011 - August 2011
First Niagara Bank May 2010 - July 2010
Skills
Accounting, Account Reconciliation, Auditing
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2012
Master of Science (M.S.), Accounting
Syracuse University - Martin J. Whitman School of Management 2008 — 2011
Bachelors of Science, Accounting
Deloitte October 2012 - Present
Rothstein Kass June 2011 - August 2011
First Niagara Bank May 2010 - July 2010
Skills
Accounting, Account Reconciliation, Auditing
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2012
Master of Science (M.S.), Accounting
Syracuse University - Martin J. Whitman School of Management 2008 — 2011
Bachelors of Science, Accounting
Mary Paulakis Mary Paulakis's Rothstein Kass Experience November 2011 - June 2014
Job Accountant at Bessemer Trust
Industry Accounting
Experience
Bessemer Trust December 2014 - Present
KPMG US July 2014 - November 2014
Rothstein Kass November 2011 - June 2014
Daszkowski, Tompkins & Weg P.C., CPA January 2009 - June 2009
Skills
Fixed Assets, Private Equity, Fund Of Funds, Expenses, Accounts Payable, Accounts Receivable, Journal Entries, Accruals, Microsoft Excel, Microsoft Word, CCH ProSystem fx, Financial Statements
Education
Saint John's University - Peter J. Tobin College of Business 2006 — 2011
B.S. & Master of Science (M.Sc.), Accounting
Bessemer Trust December 2014 - Present
KPMG US July 2014 - November 2014
Rothstein Kass November 2011 - June 2014
Daszkowski, Tompkins & Weg P.C., CPA January 2009 - June 2009
Skills
Fixed Assets, Private Equity, Fund Of Funds, Expenses, Accounts Payable, Accounts Receivable, Journal Entries, Accruals, Microsoft Excel, Microsoft Word, CCH ProSystem fx, Financial Statements
Education
Saint John's University - Peter J. Tobin College of Business 2006 — 2011
B.S. & Master of Science (M.Sc.), Accounting
Hillary Bauer's Rothstein Kass Experience June 2013 - June 2013
Job Audit Associate at KPMG
Industry Accounting
Experience
Holiday Inn Hotel and Convention Center October 2008 - Present
Rothstein Kass June 2013 - June 2013
The City of Scranton-Office of Business Administration September 2012 - December 2012
Bath Fitter May 2011 - September 2011
Skills
Microsoft Office, Customer Service, Active Team Player, ServSafe Alcohol..., Organization, Self-driven, Analysis
Education
University of Scranton 2011 — 2014
Bachelor of Science (BS), Accounting
The University of Manchester 2012 — 2012
Study Abroad
University of New Haven 2010 — 2011
Criminal Justice
Holiday Inn Hotel and Convention Center October 2008 - Present
Rothstein Kass June 2013 - June 2013
The City of Scranton-Office of Business Administration September 2012 - December 2012
Bath Fitter May 2011 - September 2011
Skills
Microsoft Office, Customer Service, Active Team Player, ServSafe Alcohol..., Organization, Self-driven, Analysis
Education
University of Scranton 2011 — 2014
Bachelor of Science (BS), Accounting
The University of Manchester 2012 — 2012
Study Abroad
University of New Haven 2010 — 2011
Criminal Justice
Struan McArdle Struan McArdle's Rothstein Kass Experience November 2013 - June 2014
Job Audit Associate at KPMG
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass November 2013 - June 2014
University of Texas at Dallas January 2013 - May 2013
Ericsson August 2011 - May 2012
Burris Management Inc. October 2008 - January 2011
TIAA-CREF April 2007 - August 2008
ICT Group June 2006 - April 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, C++, Java, Finance, Financial Analysis, Auditing, Strategic Planning, Accounting, Budgets
Education
The University of Texas at Dallas 2011 — 2013
Masters of Science, Accounting and Finance, 3.86
The University of Texas at Dallas 2000 — 2004
Bachelor of Science (B.S.), Software Engineering and Computer Science
KPMG US July 2014 - Present
Rothstein Kass November 2013 - June 2014
University of Texas at Dallas January 2013 - May 2013
Ericsson August 2011 - May 2012
Burris Management Inc. October 2008 - January 2011
TIAA-CREF April 2007 - August 2008
ICT Group June 2006 - April 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, C++, Java, Finance, Financial Analysis, Auditing, Strategic Planning, Accounting, Budgets
Education
The University of Texas at Dallas 2011 — 2013
Masters of Science, Accounting and Finance, 3.86
The University of Texas at Dallas 2000 — 2004
Bachelor of Science (B.S.), Software Engineering and Computer Science
David Holland, CPA David Holland, CPA's Rothstein Kass Experience October 2008 - September 2011
Job Senior Financial Analyst at BorgWarner Morse TEC
Industry Accounting
Experience
BorgWarner October 2013 - Present
Testone, Marshall & Discenza, LLP September 2011 - October 2013
Rothstein Kass October 2008 - September 2011
Skills
Accounting, Account Reconciliation, QuickBooks, US GAAP, Budgets, Internal Controls, Financial Reporting, Income Tax, Financial Accounting, CPA, GAAP, Auditing, Tax, Microsoft Excel, Accounts Payable, General Ledger, Financial Statements, Tax Preparation
Education
Syracuse University 2004 — 2008
BS, Accounting / Finance
BorgWarner October 2013 - Present
Testone, Marshall & Discenza, LLP September 2011 - October 2013
Rothstein Kass October 2008 - September 2011
Skills
Accounting, Account Reconciliation, QuickBooks, US GAAP, Budgets, Internal Controls, Financial Reporting, Income Tax, Financial Accounting, CPA, GAAP, Auditing, Tax, Microsoft Excel, Accounts Payable, General Ledger, Financial Statements, Tax Preparation
Education
Syracuse University 2004 — 2008
BS, Accounting / Finance
Jay Potts Jay Potts's Rothstein Kass Experience September 2011 - June 2014
Job Controller at Main Street Advisors
Industry Financial Services
Experience
Main Street Advisors,LLC July 2014 - Present
Rothstein Kass September 2011 - June 2014
McGladrey November 2009 - September 2011
Skills
US GAAP, Broker Dealers, Financial Services, Private Equity, PCAOB standards, Entertainment Accounting, Financial Audits, Microsoft Excel, Broker-Dealer, Hedge Funds, SEC filings, GAAP, Financial Reporting, Auditing, Fund Accounting, Financial Accounting, Accounting, Internal Controls, SEC Filings, Financial Analysis
Education
Suffolk University 2005 — 2009
Bachelor's degree, Accounting with a minor in Business Management and Information Technology
Bishop Stang High School
Bishop Stang High School
Main Street Advisors,LLC July 2014 - Present
Rothstein Kass September 2011 - June 2014
McGladrey November 2009 - September 2011
Skills
US GAAP, Broker Dealers, Financial Services, Private Equity, PCAOB standards, Entertainment Accounting, Financial Audits, Microsoft Excel, Broker-Dealer, Hedge Funds, SEC filings, GAAP, Financial Reporting, Auditing, Fund Accounting, Financial Accounting, Accounting, Internal Controls, SEC Filings, Financial Analysis
Education
Suffolk University 2005 — 2009
Bachelor's degree, Accounting with a minor in Business Management and Information Technology
Bishop Stang High School
Bishop Stang High School
Howard Rim's Rothstein Kass Experience June 2009 - July 2009
Job Senior Analyst at Goldman Sachs
Industry Accounting
Experience
Goldman Sachs September 2015 - Present
KPMG October 2012 - Present
National Football League June 2011 - August 2011
KPMG LLP June 2010 - July 2010
Rothstein Kass June 2009 - July 2009
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2012
Master in Science, Accounting
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
Bachelor in Science, Accounting
Goldman Sachs September 2015 - Present
KPMG October 2012 - Present
National Football League June 2011 - August 2011
KPMG LLP June 2010 - July 2010
Rothstein Kass June 2009 - July 2009
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2012
Master in Science, Accounting
Syracuse University - Martin J. Whitman School of Management 2007 — 2011
Bachelor in Science, Accounting
Lori Kozen Lori Kozen's Rothstein Kass Experience June 2004 - August 2004
Job Senior Manager Audit at KPMG LLP
Industry Accounting
Experience
KPMG LLP - Silicon Valley July 2012 - Present
KPMG LLP - Silicon Valley July 2010 - July 2012
KPMG LLP - Silicon Valley July 2007 - June 2010
KPMG LLP - Silicon Valley August 2005 - June 2007
Rothstein Kass June 2004 - August 2004
Skills
Auditing, Accounting
Education
University of California, Berkeley - Walter A. Haas School of Business 2001 — 2005
Bachelor of Science, Emphasis in Accounting
Cupertino High School 1997 — 2001
KPMG LLP - Silicon Valley July 2012 - Present
KPMG LLP - Silicon Valley July 2010 - July 2012
KPMG LLP - Silicon Valley July 2007 - June 2010
KPMG LLP - Silicon Valley August 2005 - June 2007
Rothstein Kass June 2004 - August 2004
Skills
Auditing, Accounting
Education
University of California, Berkeley - Walter A. Haas School of Business 2001 — 2005
Bachelor of Science, Emphasis in Accounting
Cupertino High School 1997 — 2001
Kashif Hussain, CPA's Rothstein Kass Experience September 2008 - June 2013
Job Audit Partner and Practice Leader at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP June 2013 - Present
Rothstein Kass September 2008 - June 2013
Reznick Group December 2005 - July 2008
Arthur Andersen/KPMG January 2001 - December 2005
Skills
Accounting, Auditing, Due Diligence, SEC filings, GAAP, Financial Audits, Internal Controls, Financial Reporting, CPA, Strategic Financial..., Financial Analysis, Risk Management, Financial Statements, Consolidation, Private Equity, US GAAP, Tax, Sarbanes-Oxley Act, Financial Accounting, Assurance, Corporate Tax, Income Tax, IFRS, Tax Accounting, Forensic Accounting, External Audit, Cash Flow, Tax Preparation, Revenue Recognition, Partnership Taxation, General Ledger, Internal Audit, Mergers & Acquisitions, Tax Returns, Corporate Finance, Restructuring, Financial Modeling, Start-ups, SEC Filings, Financial Planning
Education
The George Washington University - School of Business 1999 — 2000
Master of Accountancy, Accounting
The George Washington University - School of Business 1995 — 1997
Bachelor Of Accounting, Accounting/Tax
BDO USA, LLP June 2013 - Present
Rothstein Kass September 2008 - June 2013
Reznick Group December 2005 - July 2008
Arthur Andersen/KPMG January 2001 - December 2005
Skills
Accounting, Auditing, Due Diligence, SEC filings, GAAP, Financial Audits, Internal Controls, Financial Reporting, CPA, Strategic Financial..., Financial Analysis, Risk Management, Financial Statements, Consolidation, Private Equity, US GAAP, Tax, Sarbanes-Oxley Act, Financial Accounting, Assurance, Corporate Tax, Income Tax, IFRS, Tax Accounting, Forensic Accounting, External Audit, Cash Flow, Tax Preparation, Revenue Recognition, Partnership Taxation, General Ledger, Internal Audit, Mergers & Acquisitions, Tax Returns, Corporate Finance, Restructuring, Financial Modeling, Start-ups, SEC Filings, Financial Planning
Education
The George Washington University - School of Business 1999 — 2000
Master of Accountancy, Accounting
The George Washington University - School of Business 1995 — 1997
Bachelor Of Accounting, Accounting/Tax
Michelle Liu, CPA Michelle Liu, CPA's Rothstein Kass Experience October 2008 - April 2011
Job Accountant at MSD Capital
Industry Accounting
Experience
MSD Capital April 2011 - Present
Rothstein Kass October 2008 - April 2011
NYLIFE Securities Inc., New York City June 2007 - August 2007
UBS Financial Services Inc., Syracuse January 2007 - May 2007
The Conference Board, Hong Kong October 2006 - December 2006
Education
Syracuse University 2004 — 2008
Bachelor of Science Accounting and Finance, Business
MSD Capital April 2011 - Present
Rothstein Kass October 2008 - April 2011
NYLIFE Securities Inc., New York City June 2007 - August 2007
UBS Financial Services Inc., Syracuse January 2007 - May 2007
The Conference Board, Hong Kong October 2006 - December 2006
Education
Syracuse University 2004 — 2008
Bachelor of Science Accounting and Finance, Business
Steve Weinstock, CPA Steve Weinstock, CPA's Rothstein Kass Experience January 2008 - December 2010
Job Tax Manager Investment Management at PwC
Industry Accounting
Experience
PricewaterhouseCoopers LLP December 2010 - Present
Rothstein Kass January 2008 - December 2010
Education
Touro College 2000 — 2002
Accounting
PricewaterhouseCoopers LLP December 2010 - Present
Rothstein Kass January 2008 - December 2010
Education
Touro College 2000 — 2002
Accounting
Jeff Clark, CPA's Rothstein Kass Experience June 2004 - May 2005
Job Controller at Agile Hedge Solutions, LLC
Industry Financial Services
Experience
Agile Hedge Solutions, LLC March 2015 - Present
Lateef Investment Management September 2013 - January 2015
Makena Capital March 2011 - September 2013
Conifer Securities May 2007 - September 2010
Citco Fund Services June 2005 - May 2007
Rothstein Kass June 2004 - May 2005
Ernst & Young 1997 - 1998
Skills
Finance, Due Diligence, Alternative Investments, Financial Statements, Fund Accounting, Fund Of Funds, Fund Administration, Hedge Funds, Investments, Portfolio Management, Valuation
Education
University of San Francisco - School of Management 2002 — 2003
MBA, Finance
University of Arizona 1993 — 1997
Bachelors of Science in Business Administration, Dual concentration in Finance and Accounting
Agile Hedge Solutions, LLC March 2015 - Present
Lateef Investment Management September 2013 - January 2015
Makena Capital March 2011 - September 2013
Conifer Securities May 2007 - September 2010
Citco Fund Services June 2005 - May 2007
Rothstein Kass June 2004 - May 2005
Ernst & Young 1997 - 1998
Skills
Finance, Due Diligence, Alternative Investments, Financial Statements, Fund Accounting, Fund Of Funds, Fund Administration, Hedge Funds, Investments, Portfolio Management, Valuation
Education
University of San Francisco - School of Management 2002 — 2003
MBA, Finance
University of Arizona 1993 — 1997
Bachelors of Science in Business Administration, Dual concentration in Finance and Accounting
Brian Odell Brian Odell's Rothstein Kass Experience October 2007 - July 2010
Job Accountant at Odell Financial Services, Inc.
Industry Accounting
Experience
Odell Financial Services January 2015 - Present
John W. Odell, CPA November 2013 - December 2014
Couto DeFranco, PA October 2011 - October 2013
Rothstein Kass October 2007 - July 2010
Skills
Tax, Accounting, QuickBooks, Tax Accounting, Financial Reporting, Financial Accounting, Tax Preparation, Tax Research, Partnership Taxation, Income Tax, Corporate Tax, General Ledger, Tax Returns, Financial Statements, Financial Analysis, Account Reconciliation, GAAP
Education
Syracuse University 2004 — 2007
Bachelor's, Accounting
Verona High School 1999 — 2003
Odell Financial Services January 2015 - Present
John W. Odell, CPA November 2013 - December 2014
Couto DeFranco, PA October 2011 - October 2013
Rothstein Kass October 2007 - July 2010
Skills
Tax, Accounting, QuickBooks, Tax Accounting, Financial Reporting, Financial Accounting, Tax Preparation, Tax Research, Partnership Taxation, Income Tax, Corporate Tax, General Ledger, Tax Returns, Financial Statements, Financial Analysis, Account Reconciliation, GAAP
Education
Syracuse University 2004 — 2007
Bachelor's, Accounting
Verona High School 1999 — 2003
Edward Goo, CPA Edward Goo, CPA's Rothstein Kass Experience November 2011 - February 2014
Job Assistant Vice President
Industry Financial Services
Experience
GCM Grosvenor May 2015 - Present
Cyrus Capital Partners March 2014 - May 2015
Rothstein Kass November 2011 - February 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft CRM, Outlook, CCH ProSystem fx, GoSystems, Citrix, PowerPoint, Customer Service, Accounting, Financial Accounting, Tax, Auditing, Tax Preparation, Tax Returns, Data Entry, Cash Flow, Financial Statements, ProSystem fx Tax, Hedge Funds, Private Equity, CPA, Account Reconciliation, GAAP, Investments, Partnership Taxation, Tax Accounting, Financial Reporting, Variance Analysis, Fund Accounting, Fund Of Funds, Tax Research, Financial Analysis, Financial Services, Fixed Income, Derivatives, Financial Modeling, Equities
Education
Syracuse University 2007 — 2011
Bachelor of Science (BS), Accounting and Finance
GCM Grosvenor May 2015 - Present
Cyrus Capital Partners March 2014 - May 2015
Rothstein Kass November 2011 - February 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft CRM, Outlook, CCH ProSystem fx, GoSystems, Citrix, PowerPoint, Customer Service, Accounting, Financial Accounting, Tax, Auditing, Tax Preparation, Tax Returns, Data Entry, Cash Flow, Financial Statements, ProSystem fx Tax, Hedge Funds, Private Equity, CPA, Account Reconciliation, GAAP, Investments, Partnership Taxation, Tax Accounting, Financial Reporting, Variance Analysis, Fund Accounting, Fund Of Funds, Tax Research, Financial Analysis, Financial Services, Fixed Income, Derivatives, Financial Modeling, Equities
Education
Syracuse University 2007 — 2011
Bachelor of Science (BS), Accounting and Finance
Vincent Alessi's Rothstein Kass Experience November 2011 - June 2012
Job Auditor at New York State Insurance Fund
Industry Accounting
Experience
New York State Insurance Fund October 2014 - Present
Nationwide Court Services, Inc. January 2014 - October 2014
Broadridge Financial Solutions October 2013 - January 2014
Rothstein Kass November 2011 - June 2012
Central New York Veterans Outreach Center April 2011 - May 2011
Enterprise Rent-A-Car December 2004 - November 2008
Skills
Financial Statements, Tax, Internal Controls, Tax Returns, Management, Business Planning, Marketing, Accounting, QuickBooks, Financial Accounting, Financial Reporting, Accounts Payable, General Ledger, Accounts Receivable, Tax Preparation, Payroll, Forecasting, Microsoft Excel, Budgets, Journal Entries, Time Management, Financial Analysis, Account Reconciliation, Outlook, Fixed Assets
Education
State University of New York Institute of Technology 2010 — 2011
Bachelor of Science, Accounting
Suffolk Community College 2009 — 2009
Associate of Science, Accounting
State University of New York College at Oswego 2001 — 2004
BS, Marketing
West Islip High School 1994 — 1998
New York State Insurance Fund October 2014 - Present
Nationwide Court Services, Inc. January 2014 - October 2014
Broadridge Financial Solutions October 2013 - January 2014
Rothstein Kass November 2011 - June 2012
Central New York Veterans Outreach Center April 2011 - May 2011
Enterprise Rent-A-Car December 2004 - November 2008
Skills
Financial Statements, Tax, Internal Controls, Tax Returns, Management, Business Planning, Marketing, Accounting, QuickBooks, Financial Accounting, Financial Reporting, Accounts Payable, General Ledger, Accounts Receivable, Tax Preparation, Payroll, Forecasting, Microsoft Excel, Budgets, Journal Entries, Time Management, Financial Analysis, Account Reconciliation, Outlook, Fixed Assets
Education
State University of New York Institute of Technology 2010 — 2011
Bachelor of Science, Accounting
Suffolk Community College 2009 — 2009
Associate of Science, Accounting
State University of New York College at Oswego 2001 — 2004
BS, Marketing
West Islip High School 1994 — 1998
Angela Ty Angela Ty's Rothstein Kass Experience October 2007 - July 2014
Job Alternative Investments Audit Senior Manager
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass October 2007 - July 2014
Deloitte & Touche 2004 - 2007
Skills
SEC filings, Accounting, GAAP, US GAAP, Auditing, Valuation, Financial Accounting, Corporate Tax, Private Equity, Sarbanes-Oxley Act, Hedge Funds, Assurance, Big 4, Financial Reporting, Due Diligence, Internal Controls, External Audit, Tax, Fund Of Funds, CPA, Financial Statements, Partnership Taxation, IFRS, Financial Analysis, Financial Modeling, Tax Accounting, Consolidation, Business Valuation, Fund Accounting, Teamwork, Revenue Recognition, Financial Audits, Sarbanes-Oxley, Tax Research, Income Tax, Enterprise Risk..., Tax Preparation
Education
University of California, Berkeley 2000 — 2004
BS, Business Administration
University of California, Berkeley - Walter A. Haas School of Business 2000 — 2004
BS, Business Administration
KPMG US July 2014 - Present
Rothstein Kass October 2007 - July 2014
Deloitte & Touche 2004 - 2007
Skills
SEC filings, Accounting, GAAP, US GAAP, Auditing, Valuation, Financial Accounting, Corporate Tax, Private Equity, Sarbanes-Oxley Act, Hedge Funds, Assurance, Big 4, Financial Reporting, Due Diligence, Internal Controls, External Audit, Tax, Fund Of Funds, CPA, Financial Statements, Partnership Taxation, IFRS, Financial Analysis, Financial Modeling, Tax Accounting, Consolidation, Business Valuation, Fund Accounting, Teamwork, Revenue Recognition, Financial Audits, Sarbanes-Oxley, Tax Research, Income Tax, Enterprise Risk..., Tax Preparation
Education
University of California, Berkeley 2000 — 2004
BS, Business Administration
University of California, Berkeley - Walter A. Haas School of Business 2000 — 2004
BS, Business Administration
Carol Kopyta Carol Kopyta's Rothstein Kass Experience June 1988 - September 1991
Job Office Manager/Bookkeeper and Administrative Coordinator
Industry Accounting
Experience
Kenilworth Fire Department October 2009 - Present
Penn Tool Co Inc March 1997 - Present
United Counties Trust Co April 1992 - December 1996
Rothstein Kass June 1988 - September 1991
Skills
Microsoft Word, Microsoft Excel, Customer Service, Team Building, Process Improvement, Negotiation, Administration, Strategic Planning, Management, Account Management, Sales
Education
Strayer University (VA) 2004 — 2007
BS, Business Management
Union County College 1997 — 2002
Associates, Business Management
Union High School 1985 — 1988
Diploma, General
Kenilworth Fire Department October 2009 - Present
Penn Tool Co Inc March 1997 - Present
United Counties Trust Co April 1992 - December 1996
Rothstein Kass June 1988 - September 1991
Skills
Microsoft Word, Microsoft Excel, Customer Service, Team Building, Process Improvement, Negotiation, Administration, Strategic Planning, Management, Account Management, Sales
Education
Strayer University (VA) 2004 — 2007
BS, Business Management
Union County College 1997 — 2002
Associates, Business Management
Union High School 1985 — 1988
Diploma, General
Alexandra Krasnochtcheki's Rothstein Kass Experience July 2011 - December 2012
Job Financial Analyst at Chevron
Industry Accounting
Experience
Chevron February 2013 - Present
Rothstein Kass July 2011 - December 2012
Deloitte Tax, LLP August 2010 - July 2011
Deloitte Tax, LLP August 2008 - August 2010
UC Davis April 2008 - June 2008
Deloitte Tax, LLP June 2007 - September 2007
Skills
Partnership Taxation, Tax Research, Tax, GoSystems, Income Tax, Tax Accounting, Corporate Tax, Tax Preparation, Tax Advisory, CPA, Accounting, GAAP, Financial Analysis, Finance, International Tax
Education
University of California, Davis 2004 — 2008
Managerial Economics/ Accounting
Chevron February 2013 - Present
Rothstein Kass July 2011 - December 2012
Deloitte Tax, LLP August 2010 - July 2011
Deloitte Tax, LLP August 2008 - August 2010
UC Davis April 2008 - June 2008
Deloitte Tax, LLP June 2007 - September 2007
Skills
Partnership Taxation, Tax Research, Tax, GoSystems, Income Tax, Tax Accounting, Corporate Tax, Tax Preparation, Tax Advisory, CPA, Accounting, GAAP, Financial Analysis, Finance, International Tax
Education
University of California, Davis 2004 — 2008
Managerial Economics/ Accounting
John Schwint's Rothstein Kass Experience November 2009 - November 2013
Job Senior Accountant at LibreMax Capital, LLC
Industry Accounting
Experience
LibreMax Capital, LLC December 2013 - Present
Rothstein Kass November 2009 - November 2013
Rothstein Kass June 2008 - August 2008
Verizon May 2007 - August 2007
Skills
CPA, GAAP, Financial Reporting, Alternative Investments, Hedge Funds, Fund Accounting, Fund Of Funds, Bloomberg Terminal, Valuation
Education
Syracuse University 2005 — 2009
B.S., Accounting, Finance
Syracuse University - Martin J. Whitman School of Management 2005 — 2009
Bachelor of Science (BS), Accounting and Finance
LibreMax Capital, LLC December 2013 - Present
Rothstein Kass November 2009 - November 2013
Rothstein Kass June 2008 - August 2008
Verizon May 2007 - August 2007
Skills
CPA, GAAP, Financial Reporting, Alternative Investments, Hedge Funds, Fund Accounting, Fund Of Funds, Bloomberg Terminal, Valuation
Education
Syracuse University 2005 — 2009
B.S., Accounting, Finance
Syracuse University - Martin J. Whitman School of Management 2005 — 2009
Bachelor of Science (BS), Accounting and Finance
Raylan Wong Raylan Wong's Rothstein Kass Experience January 2011 - January 2012
Job Product Deployment Associate at TrialPay
Industry Internet
Experience
TrialPay January 2012 - May 2013
Rothstein Kass January 2011 - January 2012
The Walt Disney Company June 2010 - December 2010
PlayMesh July 2009 - June 2010
Wachovia, A Wells Fargo Company July 2008 - September 2008
Education
University of California, Irvine 2006 — 2010
B.A., Business Economics, Accounting
TrialPay January 2012 - May 2013
Rothstein Kass January 2011 - January 2012
The Walt Disney Company June 2010 - December 2010
PlayMesh July 2009 - June 2010
Wachovia, A Wells Fargo Company July 2008 - September 2008
Education
University of California, Irvine 2006 — 2010
B.A., Business Economics, Accounting
Andrea Shirocky, MS, PHR's Rothstein Kass Experience August 2008 - December 2008
Job Human Resources Generalist at CWS Corporate Housing
Industry Human Resources
Experience
CWS Corporate Housing April 2015 - Present
Heart Hospital of Austin September 2013 - April 2015
Young Professionals of Aggieland November 2012 - September 2013
St. Joseph Regional Health Center May 2011 - September 2013
Texas A&M Byrne Student Success Center January 2010 - May 2011
MBS Rehab March 2009 - January 2010
Rothstein Kass August 2008 - December 2008
Skills
PeopleSoft, Kronos, Meditech, Employee Benefits, Training, HRIS, Leadership, Research, Auditing, Employee Relations, Deferred Compensation, Recruiting, Performance Mangement..., Compensation & Benefit, Salary Review, Market Analysis, Human Resources, Talent Acquisition, Onboarding, Organizational..., Performance Management, Employee Engagement, Instructional Design, Career Development, Leadership Development, Personnel Management, HR Policies, Compensation & Benefits
Education
Texas A&M University 2009 — 2011
Master of Science, Human Resource Development
Texas A&M University 2005 — 2008
Bachelor of Science, Human Resource Development
CWS Corporate Housing April 2015 - Present
Heart Hospital of Austin September 2013 - April 2015
Young Professionals of Aggieland November 2012 - September 2013
St. Joseph Regional Health Center May 2011 - September 2013
Texas A&M Byrne Student Success Center January 2010 - May 2011
MBS Rehab March 2009 - January 2010
Rothstein Kass August 2008 - December 2008
Skills
PeopleSoft, Kronos, Meditech, Employee Benefits, Training, HRIS, Leadership, Research, Auditing, Employee Relations, Deferred Compensation, Recruiting, Performance Mangement..., Compensation & Benefit, Salary Review, Market Analysis, Human Resources, Talent Acquisition, Onboarding, Organizational..., Performance Management, Employee Engagement, Instructional Design, Career Development, Leadership Development, Personnel Management, HR Policies, Compensation & Benefits
Education
Texas A&M University 2009 — 2011
Master of Science, Human Resource Development
Texas A&M University 2005 — 2008
Bachelor of Science, Human Resource Development
Scott Band's Rothstein Kass Experience November 2009 - June 2014
Job Tax Manager at KPMG US
Industry Financial Services
Experience
KPMG US October 2015 - Present
KPMG US July 2014 - September 2015
Rothstein Kass November 2009 - June 2014
Wells Fargo Advisors July 2009 - October 2009
CB Richard Ellis June 2007 - August 2007
Morgan Stanley Smith Barney June 2006 - August 2006
Education
Syracuse University 2005 — 2009
B.S.
KPMG US October 2015 - Present
KPMG US July 2014 - September 2015
Rothstein Kass November 2009 - June 2014
Wells Fargo Advisors July 2009 - October 2009
CB Richard Ellis June 2007 - August 2007
Morgan Stanley Smith Barney June 2006 - August 2006
Education
Syracuse University 2005 — 2009
B.S.
Dennis Lyons's Rothstein Kass Experience November 2009 - June 2014
Job Tax Manager at DK Partners, PC
Industry Accounting
Experience
DK Partners, PC January 2015 - Present
KPMG US July 2014 - December 2014
Rothstein Kass November 2009 - June 2014
KPMG February 2008 - April 2008
Skills
Tax Preparation, Tax, Accounting, Partnership Taxation, Tax Research, Hedge Funds, CPA, Tax Accounting, Private Equity, Fund Of Funds, Tax Returns, ProSystem fx Tax, GoSystems, US GAAP, Corporate Tax
Education
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2009
Masters in Professional Accounting, Accounting
DK Partners, PC January 2015 - Present
KPMG US July 2014 - December 2014
Rothstein Kass November 2009 - June 2014
KPMG February 2008 - April 2008
Skills
Tax Preparation, Tax, Accounting, Partnership Taxation, Tax Research, Hedge Funds, CPA, Tax Accounting, Private Equity, Fund Of Funds, Tax Returns, ProSystem fx Tax, GoSystems, US GAAP, Corporate Tax
Education
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2009
Masters in Professional Accounting, Accounting
Charlene Hadinata Charlene Hadinata's Rothstein Kass Experience January 2014 - March 2014
Job FIDS Associate at EY
Industry Accounting
Experience
Rothstein Kass January 2014 - March 2014
Deutsche Bank June 2011 - August 2011
Skills
Microsoft Office
Education
University of California, Berkeley 2010 — 2013
Bachelor of Arts (B.A.), Economics
Rothstein Kass January 2014 - March 2014
Deutsche Bank June 2011 - August 2011
Skills
Microsoft Office
Education
University of California, Berkeley 2010 — 2013
Bachelor of Arts (B.A.), Economics
Kyle van Schoonhoven Kyle van Schoonhoven's Rothstein Kass Experience February 2014 - June 2014
Job Apprentice Artist at Sarasota Opera
Industry Music
Experience
Brooklyn Voice : NYC Voice Lessons and Coachings January 2014 - Present
New York Opera Exchange January 2014 - Present
Christ Church, NYC September 2013 - Present
Opera North June 2014 - August 2014
Rothstein Kass February 2014 - June 2014
Weill Cornell Medical College September 2013 - January 2014
Manhattan Opera Studio October 2013 - December 2013
Opera Slavica June 2013 - August 2013
Spoleto Festival USA May 2012 - June 2013
Opera New Jersey May 2012 - July 2012
Skills
Opera Performance, Art Song, Music, Oratorio, Choir Section Leader..., Acting, Classical, Opera, Singing, Music Education, Vocal, Musical Theatre, Voice Lessons, Lieder, Performing Arts, Choral, Chamber Music, Musicians, Vocalist, Vocal Coaching, Stage, Finale, Contemporary Music, Ensemble, Music Performance, Music Technology, Performing, Music Theory, Vocal Instruction, General Music, Recitals, Operetta, Concerts, Music History, Church Music, Musical Direction, Solo Recitals, Sacred Music, Sibelius, Solo Performance, Diction, Live Performer, Plays, Entertainment, Vocals, Songs, Music Preparation, Music Pedagogy, Musicality, Baroque
Education
Westminster Choir College 2011 — 2013
MM, Vocal Performance and Pedagogy
SUNY Fredonia 2006 — 2011
BM, Music Education
Brooklyn Voice : NYC Voice Lessons and Coachings January 2014 - Present
New York Opera Exchange January 2014 - Present
Christ Church, NYC September 2013 - Present
Opera North June 2014 - August 2014
Rothstein Kass February 2014 - June 2014
Weill Cornell Medical College September 2013 - January 2014
Manhattan Opera Studio October 2013 - December 2013
Opera Slavica June 2013 - August 2013
Spoleto Festival USA May 2012 - June 2013
Opera New Jersey May 2012 - July 2012
Skills
Opera Performance, Art Song, Music, Oratorio, Choir Section Leader..., Acting, Classical, Opera, Singing, Music Education, Vocal, Musical Theatre, Voice Lessons, Lieder, Performing Arts, Choral, Chamber Music, Musicians, Vocalist, Vocal Coaching, Stage, Finale, Contemporary Music, Ensemble, Music Performance, Music Technology, Performing, Music Theory, Vocal Instruction, General Music, Recitals, Operetta, Concerts, Music History, Church Music, Musical Direction, Solo Recitals, Sacred Music, Sibelius, Solo Performance, Diction, Live Performer, Plays, Entertainment, Vocals, Songs, Music Preparation, Music Pedagogy, Musicality, Baroque
Education
Westminster Choir College 2011 — 2013
MM, Vocal Performance and Pedagogy
SUNY Fredonia 2006 — 2011
BM, Music Education
Paul Russell, CPA Paul Russell, CPA's Rothstein Kass Experience January 2010 - July 2014
Job Manager | Energy & Natural Resources
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass January 2010 - July 2014
Chili's January 2006 - December 2009
Rothstein Kass January 2009 - March 2009
Skills
Accounting, Financial Reporting, Auditing, GAAP, Financial Accounting, General Ledger, SEC filings, US GAAP, Financial Statements, Sarbanes-Oxley Act, Internal Controls
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2009
Master in Professional Accounting, Accounting
KPMG US July 2014 - Present
Rothstein Kass January 2010 - July 2014
Chili's January 2006 - December 2009
Rothstein Kass January 2009 - March 2009
Skills
Accounting, Financial Reporting, Auditing, GAAP, Financial Accounting, General Ledger, SEC filings, US GAAP, Financial Statements, Sarbanes-Oxley Act, Internal Controls
Education
The University of Texas at Austin - Red McCombs School of Business 2005 — 2009
Master in Professional Accounting, Accounting
Erika Graham's Rothstein Kass Experience January 2011 - August 2014
Job Operations Specialist at Carlson Capital, L.P.
Industry Investment Management
Experience
Carlson Capital, L.P. August 2014 - Present
KPMG US July 2014 - August 2014
Rothstein Kass January 2011 - August 2014
Skills
Financial Reporting, Hedge Funds, Auditing, Financial Services, Finance, Accounting, Financial Analysis, Alternative Investments, Equity Derivatives, Interest Rate..., Interest Rate Swaps, Fund Of Funds, Total Return Swaps, CDS, US GAAP, Fund Accounting, Derivatives, Account Reconciliation
Education
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2010
MPA/BBA, Accounting
Carlson Capital, L.P. August 2014 - Present
KPMG US July 2014 - August 2014
Rothstein Kass January 2011 - August 2014
Skills
Financial Reporting, Hedge Funds, Auditing, Financial Services, Finance, Accounting, Financial Analysis, Alternative Investments, Equity Derivatives, Interest Rate..., Interest Rate Swaps, Fund Of Funds, Total Return Swaps, CDS, US GAAP, Fund Accounting, Derivatives, Account Reconciliation
Education
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2010
MPA/BBA, Accounting
Jeffrey Steiger's Rothstein Kass Experience September 2003 - August 2004
Job Senior Digital Analytics Specialist at Centric Digital
Industry Management Consulting
Experience
Centric Digital July 2014 - Present
Centric Digital December 2013 - July 2014
AMC Networks August 2011 - November 2013
Cablevision August 2004 - August 2011
Rothstein Kass September 2003 - August 2004
Skills
Web Analytics, Analytics, Google Analytics, Digital Strategy, Market Research, Microsoft Excel, PPC, Digital Research, Financial Reporting, Sarbanes-Oxley Act, Accounting, SEM, Financial Analysis, Variance Analysis, Financial Modeling, Technology Research, Auditing, Budgets, comScore, Forecasting, Strategic Financial..., Business Strategy, Digital Media, Research, Internal Controls, E-commerce, Mobile Strategy, Mobile Devices, Mobile Marketing, Organizational Design, Big Data, Social Media, Digital Marketing, Digital, Data Visualization, Finance, US GAAP, SEC filings
Education
Market Motive
Certified Practitioner, Web Analytics
SUNY Albany 1999 — 2003
Bachelor of Business Administration (B.B.A.), Accounting
Centric Digital July 2014 - Present
Centric Digital December 2013 - July 2014
AMC Networks August 2011 - November 2013
Cablevision August 2004 - August 2011
Rothstein Kass September 2003 - August 2004
Skills
Web Analytics, Analytics, Google Analytics, Digital Strategy, Market Research, Microsoft Excel, PPC, Digital Research, Financial Reporting, Sarbanes-Oxley Act, Accounting, SEM, Financial Analysis, Variance Analysis, Financial Modeling, Technology Research, Auditing, Budgets, comScore, Forecasting, Strategic Financial..., Business Strategy, Digital Media, Research, Internal Controls, E-commerce, Mobile Strategy, Mobile Devices, Mobile Marketing, Organizational Design, Big Data, Social Media, Digital Marketing, Digital, Data Visualization, Finance, US GAAP, SEC filings
Education
Market Motive
Certified Practitioner, Web Analytics
SUNY Albany 1999 — 2003
Bachelor of Business Administration (B.B.A.), Accounting
Jayde Ying Yip, CPA's Rothstein Kass Experience November 2009 - October 2011
Job Manager at Partner Fund Management
Industry Financial Services
Experience
Partner Fund Management January 2013 - Present
Partner Fund Management October 2011 - Present
Rothstein Kass November 2009 - October 2011
UC Berkeley Business Office September 2007 - June 2009
UC Berkeley International House Accounting Department September 2006 - June 2009
Merrill Lynch June 2008 - August 2008
Fireman’s Fund Insurance Company December 2007 - December 2007
Skills
Hedge Funds, Investments, Audit, Economics, Accounts Payable, Real Estate Development, Real Estate, Banking, Investment Banking, Auditing, Financial Modeling, Due Diligence, Portfolio Management, Accounting, Valuation, Analysis, Finance, Financial Reporting, Financial Analysis, Internal Controls, Management, Microsoft Excel, Tax, Financial Services, Internal Audit
Education
University of California, Berkeley 2005 — 2009
B.A., Statistics
University of California, Berkeley 2005 — 2009
B.A. (Honors), Economics, GPA - 3.91
Partner Fund Management January 2013 - Present
Partner Fund Management October 2011 - Present
Rothstein Kass November 2009 - October 2011
UC Berkeley Business Office September 2007 - June 2009
UC Berkeley International House Accounting Department September 2006 - June 2009
Merrill Lynch June 2008 - August 2008
Fireman’s Fund Insurance Company December 2007 - December 2007
Skills
Hedge Funds, Investments, Audit, Economics, Accounts Payable, Real Estate Development, Real Estate, Banking, Investment Banking, Auditing, Financial Modeling, Due Diligence, Portfolio Management, Accounting, Valuation, Analysis, Finance, Financial Reporting, Financial Analysis, Internal Controls, Management, Microsoft Excel, Tax, Financial Services, Internal Audit
Education
University of California, Berkeley 2005 — 2009
B.A., Statistics
University of California, Berkeley 2005 — 2009
B.A. (Honors), Economics, GPA - 3.91
Dan Harvey's Rothstein Kass Experience February 2013 - June 2014
Job Software Engineer at KPMG
Industry Computer Software
Experience
KPMG US July 2014 - Present
Rothstein Kass February 2013 - June 2014
TRANZACT September 2012 - February 2013
Rothstein Kass July 2008 - September 2012
Skills
.NET, SharePoint, T-SQL, WCF, ASP.NET, VB.NET, Windows, Silverlight, Software Development, LINQ, C#, WPF, SharePoint 2010, Design Patterns, jQuery, Windows 7, SharePoint 2013, Solution Architecture, Web Services, TFS, OOP, JavaScript, CRM, Windows Services, Service Oriented..., Kendo, Knockout, Test Driven Development, Enterprise Architecture, IIS, JSON, MVVM, Microsoft CRM, Project Management, Agile Methodologies, Database Design, ASP.NET MVC, ASP.NET AJAX, Project Planning, Web Development, AJAX, Databases, WCF Services, Microsoft SQL Server, Visual Studio, ADO.NET, SQL, MVC, HTML 5, AngularJS
Education
State University of New York College at Oneonta 2005 — 2008
B.S., Math/Computer Science
KPMG US July 2014 - Present
Rothstein Kass February 2013 - June 2014
TRANZACT September 2012 - February 2013
Rothstein Kass July 2008 - September 2012
Skills
.NET, SharePoint, T-SQL, WCF, ASP.NET, VB.NET, Windows, Silverlight, Software Development, LINQ, C#, WPF, SharePoint 2010, Design Patterns, jQuery, Windows 7, SharePoint 2013, Solution Architecture, Web Services, TFS, OOP, JavaScript, CRM, Windows Services, Service Oriented..., Kendo, Knockout, Test Driven Development, Enterprise Architecture, IIS, JSON, MVVM, Microsoft CRM, Project Management, Agile Methodologies, Database Design, ASP.NET MVC, ASP.NET AJAX, Project Planning, Web Development, AJAX, Databases, WCF Services, Microsoft SQL Server, Visual Studio, ADO.NET, SQL, MVC, HTML 5, AngularJS
Education
State University of New York College at Oneonta 2005 — 2008
B.S., Math/Computer Science
Somer Washington, CPA Somer Washington, CPA's Rothstein Kass Experience August 2006 - June 2014
Job Senior Manager
Industry Accounting
Experience
KPMG US July 2014 - Present
Texas Wall Street Women January 2013 - Present
Children's Chorus of Greater Dallas September 2013 - Present
Dallas County Community College District July 2010 - December 2014
Rothstein Kass August 2006 - June 2014
Ryan & Company, Inc. August 2004 - August 2006
Skills
Accounting, Alternative Investments, Auditing, CPA, Derivatives, Financial Accounting, Hedge Funds, Microsoft Excel, Financial Reporting, GAAP, US GAAP
Education
The University of Texas at Austin - Red McCombs School of Business 2001 — 2004
MPA, Accounting
The University of Texas at Austin - Red McCombs School of Business 1999 — 2004
BBA, Accounting
KPMG US July 2014 - Present
Texas Wall Street Women January 2013 - Present
Children's Chorus of Greater Dallas September 2013 - Present
Dallas County Community College District July 2010 - December 2014
Rothstein Kass August 2006 - June 2014
Ryan & Company, Inc. August 2004 - August 2006
Skills
Accounting, Alternative Investments, Auditing, CPA, Derivatives, Financial Accounting, Hedge Funds, Microsoft Excel, Financial Reporting, GAAP, US GAAP
Education
The University of Texas at Austin - Red McCombs School of Business 2001 — 2004
MPA, Accounting
The University of Texas at Austin - Red McCombs School of Business 1999 — 2004
BBA, Accounting
Katie Wynn's Rothstein Kass Experience October 2012 - May 2013
Job Audit Senior Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP May 2013 - Present
Rothstein Kass October 2012 - May 2013
Education
University of California, Berkeley 2008 — 2012
Bachelor's degree, Economics and History
BDO USA, LLP May 2013 - Present
Rothstein Kass October 2012 - May 2013
Education
University of California, Berkeley 2008 — 2012
Bachelor's degree, Economics and History
Nancy Zhang, CPA's Rothstein Kass Experience September 2007 - December 2007
Job Tax Manager at Clifton Douglas, LLP
Industry Accounting
Experience
Clifton Douglas, LLP October 2012 - Present
Clifton Douglas March 2010 - September 2012
Clifton Douglas, LLP February 2008 - February 2010
Rothstein Kass September 2007 - December 2007
Pacific Gas and Electric Company June 2007 - September 2007
Skills
Tax, Corporate Tax, Income Tax, Internal Controls, Tax Preparation, Account Reconciliation, Tax Returns, Fixed Assets, Financial Statements, Tax Law, Due Diligence, Analysis, FIN 48, Microsoft Excel, Accounting, Mergers, Tax Accounting
Education
University of California, Berkeley 2005 — 2007
B.S, Mathematics, Economics
Clifton Douglas, LLP October 2012 - Present
Clifton Douglas March 2010 - September 2012
Clifton Douglas, LLP February 2008 - February 2010
Rothstein Kass September 2007 - December 2007
Pacific Gas and Electric Company June 2007 - September 2007
Skills
Tax, Corporate Tax, Income Tax, Internal Controls, Tax Preparation, Account Reconciliation, Tax Returns, Fixed Assets, Financial Statements, Tax Law, Due Diligence, Analysis, FIN 48, Microsoft Excel, Accounting, Mergers, Tax Accounting
Education
University of California, Berkeley 2005 — 2007
B.S, Mathematics, Economics
James Chon's Rothstein Kass Experience November 2012 - July 2014
Job Senior Associate at KPMG US
Industry Accounting
Experience
KPMG US July 2014 - July 2015
Rothstein Kass November 2012 - July 2014
Skills
GAAP, US GAAP, Auditing, Internal Controls, Financial Reporting, SEC filings, Accounting, CPA, Financial Accounting, Sarbanes-Oxley Act, Tax, Financial Statements, External Audit, General Ledger, Assurance
Education
University of California, Irvine 2003 — 2008
KPMG US July 2014 - July 2015
Rothstein Kass November 2012 - July 2014
Skills
GAAP, US GAAP, Auditing, Internal Controls, Financial Reporting, SEC filings, Accounting, CPA, Financial Accounting, Sarbanes-Oxley Act, Tax, Financial Statements, External Audit, General Ledger, Assurance
Education
University of California, Irvine 2003 — 2008
Elizabeth Chu Elizabeth Chu's Rothstein Kass Experience April 2008 - December 2013
Job Tax Manager
Industry Accounting
Experience
PwC January 2014 - Present
Rothstein Kass April 2008 - December 2013
Rothstein Kass November 2005 - April 2008
Skills
Hedge Funds, Partnership Taxation, Fund Of Funds, Alternative Investments, CPA, State Tax, Tax Returns, Partnership Tax Returns, Tax Preparation, Tax Research, Tax, Financial Accounting, Income Tax, Tax Accounting, Auditing, Accounting
Education
University of Southern California 2010 — 2012
Master’s Degree, Taxation
University of California, Berkeley 2001 — 2005
Bachelor’s Degree, Business Administration
PwC January 2014 - Present
Rothstein Kass April 2008 - December 2013
Rothstein Kass November 2005 - April 2008
Skills
Hedge Funds, Partnership Taxation, Fund Of Funds, Alternative Investments, CPA, State Tax, Tax Returns, Partnership Tax Returns, Tax Preparation, Tax Research, Tax, Financial Accounting, Income Tax, Tax Accounting, Auditing, Accounting
Education
University of Southern California 2010 — 2012
Master’s Degree, Taxation
University of California, Berkeley 2001 — 2005
Bachelor’s Degree, Business Administration
Lori Maltzman Lori Maltzman's Rothstein Kass Experience 2007 - 2010
Job Business Development Specialist at Dentons
Industry Legal Services
Experience
Dentons July 2015 - Present
KPMG March 2011 - July 2015
Podvey, Meanor, Catenacci, Hildner, Cocoziello & Chattman, P.C. 2010 - March 2011
Rothstein Kass 2007 - 2010
Kaye Scholer LLP 2006 - 2007
Orrick, Herrington & Sutcliffe LLP 2003 - 2006
Jefferson Wells 1999 - 2002
Skills
Marketing Strategy, Marketing Communications, Business Strategy, Marketing, Social Media Marketing, Strategic Planning, Market Research, Strategy, Leadership, Event Management, Business Development, Event Planning, Budgets, Advertising, Account Management
Education
Syracuse University 1994 — 1998
BS, Marketing
Dentons July 2015 - Present
KPMG March 2011 - July 2015
Podvey, Meanor, Catenacci, Hildner, Cocoziello & Chattman, P.C. 2010 - March 2011
Rothstein Kass 2007 - 2010
Kaye Scholer LLP 2006 - 2007
Orrick, Herrington & Sutcliffe LLP 2003 - 2006
Jefferson Wells 1999 - 2002
Skills
Marketing Strategy, Marketing Communications, Business Strategy, Marketing, Social Media Marketing, Strategic Planning, Market Research, Strategy, Leadership, Event Management, Business Development, Event Planning, Budgets, Advertising, Account Management
Education
Syracuse University 1994 — 1998
BS, Marketing
Rachel Ryu Rachel Ryu's Rothstein Kass Experience January 2012 - April 2012
Job Tax Senior at Deloitte
Industry Accounting
Experience
Deloitte July 2013 - Present
Rothstein Kass January 2012 - April 2012
Rothstein Kass June 2011 - June 2011
Skills
Microsoft office excel, Tax, Accounting, Microsoft Excel, GAAP, Corporate Tax, Tax Accounting, US GAAP
Education
Syracuse University - Martin J. Whitman School of Management 2008 — 2012
Bachelor of Arts (BA), Accounting, CPA
Syracuse University London 2010 — 2010
Bachelor of Arts (BA), Accounting, Junior
Deloitte July 2013 - Present
Rothstein Kass January 2012 - April 2012
Rothstein Kass June 2011 - June 2011
Skills
Microsoft office excel, Tax, Accounting, Microsoft Excel, GAAP, Corporate Tax, Tax Accounting, US GAAP
Education
Syracuse University - Martin J. Whitman School of Management 2008 — 2012
Bachelor of Arts (BA), Accounting, CPA
Syracuse University London 2010 — 2010
Bachelor of Arts (BA), Accounting, Junior
Anthony Panza, CPA Anthony Panza, CPA's Rothstein Kass Experience 1989 - 1996
Job Partner at CohnReznick LLP
Industry Accounting
Experience
CohnReznick LLP 1996 - Present
Rothstein Kass 1989 - 1996
Grant Thornton LLP 1986 - 1989
Skills
Tax, Partnership Taxation, Tax Compliance, Hedge Funds, Tax Advisory, Financial Services
Education
Fairleigh Dickinson University-Florham Campus 1991 — 1995
Master's Degree, Taxation
University of Bridgeport 1976 — 1980
Bachelor's Degree, Accounting
CohnReznick LLP 1996 - Present
Rothstein Kass 1989 - 1996
Grant Thornton LLP 1986 - 1989
Skills
Tax, Partnership Taxation, Tax Compliance, Hedge Funds, Tax Advisory, Financial Services
Education
Fairleigh Dickinson University-Florham Campus 1991 — 1995
Master's Degree, Taxation
University of Bridgeport 1976 — 1980
Bachelor's Degree, Accounting
Noah Fleischman Noah Fleischman's Rothstein Kass Experience November 2013 - June 2014
Job Associate at KPMG US
Industry Financial Services
Experience
KPMG US July 2014 - Present
Rothstein Kass November 2013 - June 2014
Rothstein Kass June 2012 - August 2012
Skills
Microsoft Excel
Education
The University of Connecticut 2012 — 2013
Master of Science (MS), Accounting
Syracuse University 2008 — 2012
BS, Accounting
Daniel Hand High School 2004 — 2008
KPMG US July 2014 - Present
Rothstein Kass November 2013 - June 2014
Rothstein Kass June 2012 - August 2012
Skills
Microsoft Excel
Education
The University of Connecticut 2012 — 2013
Master of Science (MS), Accounting
Syracuse University 2008 — 2012
BS, Accounting
Daniel Hand High School 2004 — 2008
Mason Giddens, CPA Mason Giddens, CPA's Rothstein Kass Experience November 2010 - August 2012
Job Chief Financial Officer at Giddens Homes
Industry Accounting
Experience
Giddens Homes September 2012 - Present
Rothstein Kass November 2010 - August 2012
XTO Energy 2007 - 2009
Cypress Valley Preserve 2005 - 2006
Skills
SEC filings, Auditing, Sarbanes-Oxley Act, US GAAP, Accounting, Sarbanes-Oxley, Financial Reporting, Financial Accounting, Financial Statements, Journal Entries, Accounts Receivable, Financial Analysis
Education
Texas Christian University 2005 — 2011
Masters of Accounting
Giddens Homes September 2012 - Present
Rothstein Kass November 2010 - August 2012
XTO Energy 2007 - 2009
Cypress Valley Preserve 2005 - 2006
Skills
SEC filings, Auditing, Sarbanes-Oxley Act, US GAAP, Accounting, Sarbanes-Oxley, Financial Reporting, Financial Accounting, Financial Statements, Journal Entries, Accounts Receivable, Financial Analysis
Education
Texas Christian University 2005 — 2011
Masters of Accounting
Andrew Blake, CPA Andrew Blake, CPA's Rothstein Kass Experience November 2009 - August 2010
Job Senior Associate at Riveron Consulting
Industry Accounting
Experience
Riveron Consulting November 2014 - Present
FTI Consulting March 2014 - October 2014
FTI Consulting June 2012 - March 2014
FTI Consulting September 2010 - May 2012
Rothstein Kass November 2009 - August 2010
MBAF 2007 - 2008
Skills
Accounting, Auditing, MS Office Suite, Tax Research, Accounting Research, Analysis, Financial Reporting, US GAAP, GAAS, Fraud Claims, Investigation, Consulting, PCAOB standards
Education
The University of Texas at Austin 2008 — 2009
Master of Public Accounting, Financial Reporting and Assurance
University of Colorado at Boulder 2004 — 2007
Bachelor's degree, Accounting
Riveron Consulting November 2014 - Present
FTI Consulting March 2014 - October 2014
FTI Consulting June 2012 - March 2014
FTI Consulting September 2010 - May 2012
Rothstein Kass November 2009 - August 2010
MBAF 2007 - 2008
Skills
Accounting, Auditing, MS Office Suite, Tax Research, Accounting Research, Analysis, Financial Reporting, US GAAP, GAAS, Fraud Claims, Investigation, Consulting, PCAOB standards
Education
The University of Texas at Austin 2008 — 2009
Master of Public Accounting, Financial Reporting and Assurance
University of Colorado at Boulder 2004 — 2007
Bachelor's degree, Accounting
Ken MacFarlane Ken MacFarlane's Rothstein Kass Experience January 2011 - May 2011
Job Unemployed at Unemployed
Industry Accounting
Experience
Unemployed Financial AnalystUTRS, Inc.May 2012 - April 2013
Louis Berger Group, Inc. October 2011 - February 2012
Rothstein Kass January 2011 - May 2011
VIP Wireless December 2010 - December 2010
Lake Mohawk Golf Club April 2002 - December 2010
Oldcastle Materials Group, inc. May 2009 - August 2009
Education
Susquehanna University 2006 — 2010
Bachelor's of Science in Accounting, Accounting
FSU Complex, London Fall Program 2008 — 2008
18 credits, International Business courses
Unemployed Financial AnalystUTRS, Inc.May 2012 - April 2013
Louis Berger Group, Inc. October 2011 - February 2012
Rothstein Kass January 2011 - May 2011
VIP Wireless December 2010 - December 2010
Lake Mohawk Golf Club April 2002 - December 2010
Oldcastle Materials Group, inc. May 2009 - August 2009
Education
Susquehanna University 2006 — 2010
Bachelor's of Science in Accounting, Accounting
FSU Complex, London Fall Program 2008 — 2008
18 credits, International Business courses
Joshua Blumenthal Joshua Blumenthal's Rothstein Kass Experience October 1998 - June 2014
Job Partner at KPMG
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass October 1998 - June 2014
Skills
Fund Of Funds, Hedge Funds, Alternative Investments, Private Equity, Securities, Equities, Accounting, Tax, Financial Reporting, Audit, Fund Accounting
Education
University of Arizona 1995 — 1998
KPMG US July 2014 - Present
Rothstein Kass October 1998 - June 2014
Skills
Fund Of Funds, Hedge Funds, Alternative Investments, Private Equity, Securities, Equities, Accounting, Tax, Financial Reporting, Audit, Fund Accounting
Education
University of Arizona 1995 — 1998
Mary Richardson, CPA's Rothstein Kass Experience October 2013 - June 2014
Job Accountant at Alameda County Transportation Commission
Industry Accounting
Experience
Alameda County Transportation Commission August 2014 - Present
KPMG US July 2014 - July 2014
Rothstein Kass October 2013 - June 2014
Rothstein Kass November 2011 - October 2013
Skills
GAAP, US GAAP, Financial Accounting, Financial Reporting, Auditing, Budgets, Financial Statements, Hedge Funds, Internal Controls, Investments, Account Reconciliation, External Audit, Financial Services
Education
University of California, Berkeley 2007 — 2011
BA, Environmental Economics & Policy
Alameda County Transportation Commission August 2014 - Present
KPMG US July 2014 - July 2014
Rothstein Kass October 2013 - June 2014
Rothstein Kass November 2011 - October 2013
Skills
GAAP, US GAAP, Financial Accounting, Financial Reporting, Auditing, Budgets, Financial Statements, Hedge Funds, Internal Controls, Investments, Account Reconciliation, External Audit, Financial Services
Education
University of California, Berkeley 2007 — 2011
BA, Environmental Economics & Policy
Jonathan Peterson, CPA Jonathan Peterson, CPA's Rothstein Kass Experience June 2007 - August 2007
Job Financial Reporting Manager at Reliance Steel & Aluminum Co.
Industry Accounting
Experience
Reliance Steel & Aluminum Co. October 2013 - Present
Deloitte & Touche August 2008 - October 2013
Rothstein Kass June 2007 - August 2007
Skills
GAAP, Audit, Excel, Accounting, Financial Accounting, Internal Controls, Financial Reporting, Sarbanes-Oxley Act, US GAAP, SEC Filings, Financial Statements, Auditing, IFRS, Sarbanes-Oxley, CPA, Analysis, Consolidation, Finance, Financial Analysis, SEC filings, Microsoft Excel
Education
Syracuse University - Martin J. Whitman School of Management 2005 — 2007
Accounting, Accounting CPA Track
Reliance Steel & Aluminum Co. October 2013 - Present
Deloitte & Touche August 2008 - October 2013
Rothstein Kass June 2007 - August 2007
Skills
GAAP, Audit, Excel, Accounting, Financial Accounting, Internal Controls, Financial Reporting, Sarbanes-Oxley Act, US GAAP, SEC Filings, Financial Statements, Auditing, IFRS, Sarbanes-Oxley, CPA, Analysis, Consolidation, Finance, Financial Analysis, SEC filings, Microsoft Excel
Education
Syracuse University - Martin J. Whitman School of Management 2005 — 2007
Accounting, Accounting CPA Track
Brian Cook's Rothstein Kass Experience November 2010 - August 2013
Job Fund Accountant at OchZiff Capital Management
Industry Accounting
Experience
Och-Ziff Capital Management August 2013 - Present
Rothstein Kass November 2010 - August 2013
Huron Consulting Group November 2009 - September 2010
School of Business at University at Albany August 2008 - May 2009
Department of Residential Life at University at Albany June 2007 - June 2008
Department of Residential Life at University at Albany August 2005 - June 2007
Skills
Hedge Funds, Fund Of Funds, Accounting, Tax, Financial Reporting, Auditing, Private Equity, Excel, PowerPoint, SEC reporting, Microsoft Office, Research, Financial Analysis, Word, SOX, Outlook, Audit, Data Analysis, Financial Accounting, Investments, Valuation, Microsoft Excel, Analysis, SEC filings, Corporate Finance, Finance, CPA, US GAAP, Financial Statements, Financial Modeling, General Ledger, Equities, GAAP, Financial Services, Alternative Investments, Sarbanes-Oxley Act, Microsoft Word
Education
University at Albany, SUNY 2008 — 2009
Masters, Taxation
University at Albany, SUNY 2004 — 2008
BS, Accouting
Och-Ziff Capital Management August 2013 - Present
Rothstein Kass November 2010 - August 2013
Huron Consulting Group November 2009 - September 2010
School of Business at University at Albany August 2008 - May 2009
Department of Residential Life at University at Albany June 2007 - June 2008
Department of Residential Life at University at Albany August 2005 - June 2007
Skills
Hedge Funds, Fund Of Funds, Accounting, Tax, Financial Reporting, Auditing, Private Equity, Excel, PowerPoint, SEC reporting, Microsoft Office, Research, Financial Analysis, Word, SOX, Outlook, Audit, Data Analysis, Financial Accounting, Investments, Valuation, Microsoft Excel, Analysis, SEC filings, Corporate Finance, Finance, CPA, US GAAP, Financial Statements, Financial Modeling, General Ledger, Equities, GAAP, Financial Services, Alternative Investments, Sarbanes-Oxley Act, Microsoft Word
Education
University at Albany, SUNY 2008 — 2009
Masters, Taxation
University at Albany, SUNY 2004 — 2008
BS, Accouting
Craig Rothman Craig Rothman's Rothstein Kass Experience February 2005 - June 2014
Job Partner at EisnerAmper LLP
Industry Accounting
Experience
EisnerAmper LLP July 2014 - Present
Rothstein Kass February 2005 - June 2014
Goldstein Golub Kessler January 1995 - January 2005
Rosen Seymour Shapps Martin & Company September 1988 - December 1994
Education
State University of New York College at Oswego 1984 — 1988
BS, Accounting
EisnerAmper LLP July 2014 - Present
Rothstein Kass February 2005 - June 2014
Goldstein Golub Kessler January 1995 - January 2005
Rosen Seymour Shapps Martin & Company September 1988 - December 1994
Education
State University of New York College at Oswego 1984 — 1988
BS, Accounting
Spencer Kasner's Rothstein Kass Experience June 2008 - August 2008
Job Manager at Ernst & Young
Industry Accounting
Experience
EY July 2009 - Present
Rothstein Kass June 2008 - August 2008
First Data Corporation May 2007 - August 2007
Skills
Partnership Taxation, Tax Research, Real Estate, International Tax, State Tax, CPA, US GAAP, Tax Accounting, Income Tax, Financial Statements, Tax Preparation, Big 4, Tax, Accounting, Fixed Assets, Tax Advisory, GoSystems, GAAP, Corporate Tax, Tax Returns, SEC filings
Education
University at Albany, SUNY 2005 — 2009
Bachelors, Accounting
EY July 2009 - Present
Rothstein Kass June 2008 - August 2008
First Data Corporation May 2007 - August 2007
Skills
Partnership Taxation, Tax Research, Real Estate, International Tax, State Tax, CPA, US GAAP, Tax Accounting, Income Tax, Financial Statements, Tax Preparation, Big 4, Tax, Accounting, Fixed Assets, Tax Advisory, GoSystems, GAAP, Corporate Tax, Tax Returns, SEC filings
Education
University at Albany, SUNY 2005 — 2009
Bachelors, Accounting
Sumu Cooper Sumu Cooper's Rothstein Kass Experience February 2012 - February 2013
Job Sr. Software Engineer at RDA Corporation
Industry Computer Software
Experience
RDA Corporation February 2013 - September 2014
Rothstein Kass February 2012 - February 2013
Hill Physicians Medical Group May 2006 - February 2012
Activant Solutions June 2005 - May 2006
CustomPC June 2001 - June 2005
Skills
SharePoint, ASP.NET, ASP.NET MVC, Project Server, SSRS, CSS, C#, VB.NET, .NET, ASP, TFS 2010, InfoPath, SharePoint Designer, TFS, MVC, LINQ, WCF, jQuery, Microsoft SQL Server, SSIS, Visio, JavaScript, VBScript, Web Services, SQL, Windows Server, Databases, Microsoft Office..., Integration, Web Applications, Database Design, SharePoint Server
Education
Trident University International
Computer Science
RDA Corporation February 2013 - September 2014
Rothstein Kass February 2012 - February 2013
Hill Physicians Medical Group May 2006 - February 2012
Activant Solutions June 2005 - May 2006
CustomPC June 2001 - June 2005
Skills
SharePoint, ASP.NET, ASP.NET MVC, Project Server, SSRS, CSS, C#, VB.NET, .NET, ASP, TFS 2010, InfoPath, SharePoint Designer, TFS, MVC, LINQ, WCF, jQuery, Microsoft SQL Server, SSIS, Visio, JavaScript, VBScript, Web Services, SQL, Windows Server, Databases, Microsoft Office..., Integration, Web Applications, Database Design, SharePoint Server
Education
Trident University International
Computer Science
Alyssa Claxton Alyssa Claxton's Rothstein Kass Experience October 2012 - Present
Job Audit Associate at Rothstein Kass
Industry Accounting
Experience
Rothstein Kass October 2012 - Present
Granada Theater Dallas November 2010 - June 2011
Deep Eddy Sweet Tea Vodka August 2010 - June 2011
Jose, Henry, Brantley, MacLean and Alvarado July 2009 - May 2011
TCU Campus Recreation Center June 2009 - December 2009
Pierce Private Day School June 2006 - August 2007
Education
Texas Christian University 2011 — 2012
Master's degree, Accounting
Texas Christian University 2007 — 2011
Bachelors of Business Administration, Accounting and Finance
Coppell High School 2004 — 2007
Rothstein Kass October 2012 - Present
Granada Theater Dallas November 2010 - June 2011
Deep Eddy Sweet Tea Vodka August 2010 - June 2011
Jose, Henry, Brantley, MacLean and Alvarado July 2009 - May 2011
TCU Campus Recreation Center June 2009 - December 2009
Pierce Private Day School June 2006 - August 2007
Education
Texas Christian University 2011 — 2012
Master's degree, Accounting
Texas Christian University 2007 — 2011
Bachelors of Business Administration, Accounting and Finance
Coppell High School 2004 — 2007
Carl Scheuten Carl Scheuten's Rothstein Kass Experience September 1997 - June 2014
Job Partner at WithumSmith+Brown
Industry Accounting
Experience
WithumSmith+Brown July 2015 - Present
KPMG US July 2014 - June 2015
Rothstein Kass September 1997 - June 2014
Skills
GAAP, CPA, SEC filings, Financial Reporting, Accounting, Auditing, US GAAP, Internal Controls, Financial Accounting
Education
Stockton University 1991 — 1994
BS, Accounting
WithumSmith+Brown July 2015 - Present
KPMG US July 2014 - June 2015
Rothstein Kass September 1997 - June 2014
Skills
GAAP, CPA, SEC filings, Financial Reporting, Accounting, Auditing, US GAAP, Internal Controls, Financial Accounting
Education
Stockton University 1991 — 1994
BS, Accounting
Gary S. Kaminsky Gary S. Kaminsky's Rothstein Kass Experience January 2012 - April 2013
Job Exploring opportunities in industry to better utilize my 28 years of regulatory/compliance experience
Industry Investment Management
Experience
GSK Consulting LLC August 2015 - Present
ConceptONE, LLC May 2013 - August 2015
Rothstein Kass January 2012 - April 2013
GSK Consulting January 2009 - January 2012
SECP, LLC January 2005 - January 2012
Rock Hill Partners June 2002 - December 2004
Rose Glen Capital Group, Inc June 1996 - June 2002
Susquehanna Investment Group April 1993 - June 1996
Dechert, Price & Rhoads March 1990 - April 1993
US Securities and Exchange Commission January 1986 - April 1990
Skills
Hedge Funds, Enterprise Risk..., Compliance, Operations Management, Securities Regulation, Financial Services, Investments, Trading, Derivatives, Valuation, Options, Private Equity, Start-ups, Mutual Funds, Venture Capital, Investment Management, Due Diligence, Capital Markets
Education
State University of New York at Buffalo - Law School 1982 — 1985
JD, Law
University of North Carolina at Chapel Hill 1978 — 1982
BA, Political Science
GSK Consulting LLC August 2015 - Present
ConceptONE, LLC May 2013 - August 2015
Rothstein Kass January 2012 - April 2013
GSK Consulting January 2009 - January 2012
SECP, LLC January 2005 - January 2012
Rock Hill Partners June 2002 - December 2004
Rose Glen Capital Group, Inc June 1996 - June 2002
Susquehanna Investment Group April 1993 - June 1996
Dechert, Price & Rhoads March 1990 - April 1993
US Securities and Exchange Commission January 1986 - April 1990
Skills
Hedge Funds, Enterprise Risk..., Compliance, Operations Management, Securities Regulation, Financial Services, Investments, Trading, Derivatives, Valuation, Options, Private Equity, Start-ups, Mutual Funds, Venture Capital, Investment Management, Due Diligence, Capital Markets
Education
State University of New York at Buffalo - Law School 1982 — 1985
JD, Law
University of North Carolina at Chapel Hill 1978 — 1982
BA, Political Science
Rahul Chhajed's Rothstein Kass Experience July 2013 - July 2013
Job Commercial Real Estate Broker at Matthews Retail Advisors
Industry Accounting
Experience
Matthews Retail Advisors August 2015 - Present
UCSB AS Program Board November 2013 - June 2015
PricewaterhouseCoopers June 2014 - August 2014
UCSB Annual Fund March 2013 - October 2013
Rothstein Kass July 2013 - July 2013
HSBC InvestDirect (India) Limited July 2010 - July 2010
Skills
Microsoft Word, Communication, Time Management, Dedication to..., Social Networking, Team Leadership, Highly resourceful, Economics, Public Speaking, Real Estate, Tutoring, Following Directions, Microsoft Excel, Financial Analysis, Market Research, Teamwork, Leadership, Microsoft Office
Education
University of California, Santa Barbara 2011 — 2015
Bachelor of Arts (B.A.), Economics/Accounting
Università Commerciale 'Luigi Bocconi' 2014 — 2014
Finance & Business
Crescenta Valley High School 2007 — 2011
High School Diploma
Matthews Retail Advisors August 2015 - Present
UCSB AS Program Board November 2013 - June 2015
PricewaterhouseCoopers June 2014 - August 2014
UCSB Annual Fund March 2013 - October 2013
Rothstein Kass July 2013 - July 2013
HSBC InvestDirect (India) Limited July 2010 - July 2010
Skills
Microsoft Word, Communication, Time Management, Dedication to..., Social Networking, Team Leadership, Highly resourceful, Economics, Public Speaking, Real Estate, Tutoring, Following Directions, Microsoft Excel, Financial Analysis, Market Research, Teamwork, Leadership, Microsoft Office
Education
University of California, Santa Barbara 2011 — 2015
Bachelor of Arts (B.A.), Economics/Accounting
Università Commerciale 'Luigi Bocconi' 2014 — 2014
Finance & Business
Crescenta Valley High School 2007 — 2011
High School Diploma
Daniel Goldwater's Rothstein Kass Experience August 2002 - May 2004
Job Certified Public Accountant
Industry Accounting
Experience
American Jewish Committee November 2012 - Present
American Lung Association - National Headquarters - NYC September 2010 - September 2012
Grant Thornton, LLP June 2004 - September 2010
Rothstein Kass August 2002 - May 2004
Andersen September 2001 - April 2002
Skills
Financial Reporting, Accounting, Auditing, Internal Controls, GAAP, US GAAP, CPA, External Audit, Financial Accounting, Financial Analysis
Education
State University of New York at Albany 1997 — 2001
Bachelor's degree, Accounting
American Jewish Committee November 2012 - Present
American Lung Association - National Headquarters - NYC September 2010 - September 2012
Grant Thornton, LLP June 2004 - September 2010
Rothstein Kass August 2002 - May 2004
Andersen September 2001 - April 2002
Skills
Financial Reporting, Accounting, Auditing, Internal Controls, GAAP, US GAAP, CPA, External Audit, Financial Accounting, Financial Analysis
Education
State University of New York at Albany 1997 — 2001
Bachelor's degree, Accounting
Gabe Kottler's Rothstein Kass Experience January 2009 - December 2009
Job Senior Accountant at Hudson River Trading
Industry Financial Services
Experience
Hudson River Trading January 2010 - Present
Rothstein Kass January 2009 - December 2009
PricewaterhouseCoopers January 2008 - January 2009
PricewaterhouseCoopers January 2006 - December 2007
Skills
Auditing, CPA, Accounting, Private Equity, Internal Controls, Microsoft Excel, SEC filings, Financial Reporting, GAAP, Sarbanes-Oxley, Financial Modeling, Hedge Funds, US GAAP, Investment Management, Financial Audits, Assurance, Tax, Financial Analysis
Education
Syracuse University 2001 — 2005
Bachelor's, S.I. Newhouse School of Public Communications - Advertising
Syracuse University - Martin J. Whitman School of Management 2001 — 2005
Bacherlor's, Accounting
Hudson River Trading January 2010 - Present
Rothstein Kass January 2009 - December 2009
PricewaterhouseCoopers January 2008 - January 2009
PricewaterhouseCoopers January 2006 - December 2007
Skills
Auditing, CPA, Accounting, Private Equity, Internal Controls, Microsoft Excel, SEC filings, Financial Reporting, GAAP, Sarbanes-Oxley, Financial Modeling, Hedge Funds, US GAAP, Investment Management, Financial Audits, Assurance, Tax, Financial Analysis
Education
Syracuse University 2001 — 2005
Bachelor's, S.I. Newhouse School of Public Communications - Advertising
Syracuse University - Martin J. Whitman School of Management 2001 — 2005
Bacherlor's, Accounting
Stephen Grofcsik, CPA's Rothstein Kass Experience September 2006 - September 2007
Job Finance Director at TransForce Inc.
Industry Accounting
Experience
TransForce Inc. July 2014 - Present
Dynamex April 2009 - July 2014
Rothstein Kass September 2006 - September 2007
Netherland, Sewell & Associates September 2004 - September 2006
Skills
Accounting, General Ledger, Financial Analysis, Account Reconciliation, Sarbanes-Oxley Act, Financial Reporting, Variance Analysis, Auditing, GAAP, Financial Modeling, Internal Controls, US GAAP, Financial Accounting, Accounts Payable, SEC filings, CPA, Excel Programming/Macros, QlikView Development, Oracle E-Business Suite, Oracle PL/SQL..., C#, Income Statement, Internal Audit, Journal Entries, Cash Flow, Accounts Receivable, Invoicing
Education
The University of Texas at Austin 1998 — 2003
PPA, Accounting / Finance
The University of Texas at Austin - The Red McCombs School of Business 1998 — 2003
BBA/PPA, Accounting
TransForce Inc. July 2014 - Present
Dynamex April 2009 - July 2014
Rothstein Kass September 2006 - September 2007
Netherland, Sewell & Associates September 2004 - September 2006
Skills
Accounting, General Ledger, Financial Analysis, Account Reconciliation, Sarbanes-Oxley Act, Financial Reporting, Variance Analysis, Auditing, GAAP, Financial Modeling, Internal Controls, US GAAP, Financial Accounting, Accounts Payable, SEC filings, CPA, Excel Programming/Macros, QlikView Development, Oracle E-Business Suite, Oracle PL/SQL..., C#, Income Statement, Internal Audit, Journal Entries, Cash Flow, Accounts Receivable, Invoicing
Education
The University of Texas at Austin 1998 — 2003
PPA, Accounting / Finance
The University of Texas at Austin - The Red McCombs School of Business 1998 — 2003
BBA/PPA, Accounting
Brian Matlock, CPA, MBA's Rothstein Kass Experience 2009 - 2014
Job Partner: Energy Alternative Investments Funds at KPMG US
Industry Accounting
Experience
KPMG US 2014 - Present
Rothstein Kass 2009 - 2014
Whitley Penn 2000 - 2009
Education
Texas Wesleyan University 1997 — 2001
BBA / MBA, Accounting and Management Information Systems
KPMG US 2014 - Present
Rothstein Kass 2009 - 2014
Whitley Penn 2000 - 2009
Education
Texas Wesleyan University 1997 — 2001
BBA / MBA, Accounting and Management Information Systems
Celia Charles, CPA's Rothstein Kass Experience January 2008 - June 2014
Job Manager at EisnerAmper LLP
Industry Accounting
Experience
EisnerAmper LLP September 2014 - Present
KPMG US July 2014 - August 2014
Rothstein Kass January 2008 - June 2014
TCU Financial Services September 2006 - December 2007
Dixon Hughes PLLC May 2007 - July 2007
First Horizon Home Loans May 2006 - August 2006
Scottrade March 2005 - December 2005
Skills
GAAP, US GAAP, CPA, SEC filings, Financial Statements, Auditing, Internal Controls, Accounting, Sarbanes-Oxley Act, Corporate Tax, External Audit, Tax
Education
Texas Christian University - M.J. Neeley School of Business 2002 — 2007
BBA & MAc, Accounting & Finance
EisnerAmper LLP September 2014 - Present
KPMG US July 2014 - August 2014
Rothstein Kass January 2008 - June 2014
TCU Financial Services September 2006 - December 2007
Dixon Hughes PLLC May 2007 - July 2007
First Horizon Home Loans May 2006 - August 2006
Scottrade March 2005 - December 2005
Skills
GAAP, US GAAP, CPA, SEC filings, Financial Statements, Auditing, Internal Controls, Accounting, Sarbanes-Oxley Act, Corporate Tax, External Audit, Tax
Education
Texas Christian University - M.J. Neeley School of Business 2002 — 2007
BBA & MAc, Accounting & Finance
DeeDee Griffith's Rothstein Kass Experience January 2007 - July 2012
Job Senior Associate
Industry Accounting
Experience
J.P. Morgan July 2012 - Present
Rothstein Kass January 2007 - July 2012
Skills
US GAAP
Education
University of Texas at Dallas - Naveen Jindal School of Management 2008 — 2009
Masters, Accounting and Information Systems Management
Texas Christian University - M.J. Neeley School of Business 2004 — 2006
Longview
J.P. Morgan July 2012 - Present
Rothstein Kass January 2007 - July 2012
Skills
US GAAP
Education
University of Texas at Dallas - Naveen Jindal School of Management 2008 — 2009
Masters, Accounting and Information Systems Management
Texas Christian University - M.J. Neeley School of Business 2004 — 2006
Longview
Noory Song's Rothstein Kass Experience November 2007 - April 2009
Job Supervising Senior at McGladrey & Pullen
Industry Accounting
Experience
McGladrey & Pullen October 2009 - Present
Rothstein Kass November 2007 - April 2009
RSM McGladrey & Pullen July 2005 - November 2007
Skills
Audit, Financial Institutions, Financial Reporting, Hedge Funds, Auditing, US GAAP
Education
The Ohio State University Fisher College of Business 2000 — 2005
BSBA, Accounting, Japanese
McGladrey & Pullen October 2009 - Present
Rothstein Kass November 2007 - April 2009
RSM McGladrey & Pullen July 2005 - November 2007
Skills
Audit, Financial Institutions, Financial Reporting, Hedge Funds, Auditing, US GAAP
Education
The Ohio State University Fisher College of Business 2000 — 2005
BSBA, Accounting, Japanese
Shari Rothenberg's Rothstein Kass Experience August 1993 - Present
Job Director of Learning & Professional Development at Rothstein Kass
Industry Accounting
Experience
Rothstein Kass August 1993 - Present
Education
University at Albany, SUNY 1988 — 1992
Rothstein Kass August 1993 - Present
Education
University at Albany, SUNY 1988 — 1992
Steve Rothstein's Rothstein Kass Experience 2000 - 2005
Job Attorney
Industry Entertainment
Experience
Steven Rothstein, Esq. January 2007 - Present
rothmar media PartnerRothstein Kass2000 - 2005
Rothstein Kass 2000 - 2005
Skills
Legal Advice, Contract Negotiation, Business Strategy, Business Planning, Music Industry, Entertainment Law, Management, Tax, Music Publishing, Marketing Strategy, Strategic Planning, Music, Social Media, Entertainment, Private Equity, Small Business, New Business Development, Tax Preparation, Music Supervision, Social Media Marketing, Music Licensing, Tax Accounting, Hedge Funds, Accounting, Auditing, Digital Media, Marketing, A&R
Education
The University of Detroit Law School 1990 — 1993
Doctor of Law (J.D.), Arts, Entertainment, and Media Management
The George Washington University 1985 — 1989
Bachelor's degree
Steven Rothstein, Esq. January 2007 - Present
rothmar media PartnerRothstein Kass2000 - 2005
Rothstein Kass 2000 - 2005
Skills
Legal Advice, Contract Negotiation, Business Strategy, Business Planning, Music Industry, Entertainment Law, Management, Tax, Music Publishing, Marketing Strategy, Strategic Planning, Music, Social Media, Entertainment, Private Equity, Small Business, New Business Development, Tax Preparation, Music Supervision, Social Media Marketing, Music Licensing, Tax Accounting, Hedge Funds, Accounting, Auditing, Digital Media, Marketing, A&R
Education
The University of Detroit Law School 1990 — 1993
Doctor of Law (J.D.), Arts, Entertainment, and Media Management
The George Washington University 1985 — 1989
Bachelor's degree
Ira Mosberg, CPA's Rothstein Kass Experience July 2000 - September 2003
Job Financial Services Professional
Industry Investment Management
Experience
Welch Capital Partners September 2013 - Present
Morgan Stanley Fund Services April 2013 - August 2013
Bridger Management, LLC August 2007 - December 2012
JWM Partners, LLC September 2003 - August 2007
Rothstein Kass July 2000 - September 2003
Skills
Hedge Funds, SMA, Audit, Financial Services, Tax, Partnership Accounting, Financial Reporting, Fixed Income, Equities, Options, Swaps, Trade Execution, Trade Settlement, Bloomberg, EMSX, 13F, FATCA, Investor Reporting, Geneva, Axys
Education
Tulane University 1994 — 1998
BSM, Accounting
Tulane University - A.B. Freeman School of Business 1994 — 1998
BSM, Accounting
Welch Capital Partners September 2013 - Present
Morgan Stanley Fund Services April 2013 - August 2013
Bridger Management, LLC August 2007 - December 2012
JWM Partners, LLC September 2003 - August 2007
Rothstein Kass July 2000 - September 2003
Skills
Hedge Funds, SMA, Audit, Financial Services, Tax, Partnership Accounting, Financial Reporting, Fixed Income, Equities, Options, Swaps, Trade Execution, Trade Settlement, Bloomberg, EMSX, 13F, FATCA, Investor Reporting, Geneva, Axys
Education
Tulane University 1994 — 1998
BSM, Accounting
Tulane University - A.B. Freeman School of Business 1994 — 1998
BSM, Accounting
Robert Solomon's Rothstein Kass Experience August 2008 - August 2012
Job Marketing and Communications Strategist
Industry Public Relations and Communications
Experience
Lake Fenton Communications Director of Marketing & CommunicationsFlynn Family Office
Flynn Family Office (FFO) June 2014 - May 2015
Rothstein Kass August 2008 - August 2012
Gavin Anderson & Company April 2006 - July 2008
Rubenstein Associates 2001 - 2006
Citigate Dewe Rogerson 2000 - 2001
Financial Dynamics 1999 - 2000
GCI Group 1998 - 1999
Grey Direct 1998 - 1998
Principal Communications 1996 - 1997
Skills
Public Speaking, Investor Relations, Internal Communications, Social Media Marketing, Hedge Funds, Alternative Investments, Crisis Communications, Creative Direction, Social Media, Investments, Private Equity, Public Relations, Thought Leadership, Asset Management, Marketing Communications, Message Development, Marketing, Fund Of Funds, Financial Services, Strategic Public..., Financial Reporting, Media Relations, SEC filings, Venture Capital, IPO, Business Valuation, Valuation, Strategic Communications, Strategy, Press Releases, Corporate Communications, Blogging, Marketing Strategy
Education
University at Albany, SUNY 1991 — 1995
Fox Lane High School 1988 — 1991
Lake Fenton Communications Director of Marketing & CommunicationsFlynn Family Office
Flynn Family Office (FFO) June 2014 - May 2015
Rothstein Kass August 2008 - August 2012
Gavin Anderson & Company April 2006 - July 2008
Rubenstein Associates 2001 - 2006
Citigate Dewe Rogerson 2000 - 2001
Financial Dynamics 1999 - 2000
GCI Group 1998 - 1999
Grey Direct 1998 - 1998
Principal Communications 1996 - 1997
Skills
Public Speaking, Investor Relations, Internal Communications, Social Media Marketing, Hedge Funds, Alternative Investments, Crisis Communications, Creative Direction, Social Media, Investments, Private Equity, Public Relations, Thought Leadership, Asset Management, Marketing Communications, Message Development, Marketing, Fund Of Funds, Financial Services, Strategic Public..., Financial Reporting, Media Relations, SEC filings, Venture Capital, IPO, Business Valuation, Valuation, Strategic Communications, Strategy, Press Releases, Corporate Communications, Blogging, Marketing Strategy
Education
University at Albany, SUNY 1991 — 1995
Fox Lane High School 1988 — 1991
Danny Grune's Rothstein Kass Experience 2000 - 2004
Job Treasury Manager at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon ManagerBisys2000 - 2006
Citi Private Equity Services, Inc. (Formally BISYS Private Equity Services, Inc.) 2000 - 2006
Rothstein Kass 2000 - 2004
Education
Stockton University 1995 — 2000
Bank of New York Mellon ManagerBisys2000 - 2006
Citi Private Equity Services, Inc. (Formally BISYS Private Equity Services, Inc.) 2000 - 2006
Rothstein Kass 2000 - 2004
Education
Stockton University 1995 — 2000
Gurbir Singh, CPA's Rothstein Kass Experience October 2008 - November 2014
Job Fund Accounting and Financial Reporting Manager at Western & Southern Financial Group
Industry Financial Services
Experience
Western & Southern Financial Group January 2015 - Present
KPMG US October 2008 - December 2014
Rothstein Kass October 2008 - November 2014
State Street July 2007 - August 2008
Education
The Ohio State University Fisher College of Business 2004 — 2007
Western & Southern Financial Group January 2015 - Present
KPMG US October 2008 - December 2014
Rothstein Kass October 2008 - November 2014
State Street July 2007 - August 2008
Education
The Ohio State University Fisher College of Business 2004 — 2007
Stanley Lezon, CPA's Rothstein Kass Experience October 1998 - July 2000
Job Vice President at Prudential Financial
Industry Financial Services
Experience
Prudential Financial March 2005 - Present
Travelers Insurance May 2002 - March 2005
Kostin, Ruffkess & Company, LLC July 2000 - May 2002
Rothstein Kass October 1998 - July 2000
Skills
Auditing, Internal Controls, Sarbanes-Oxley Act, Internal Audit, Financial Analysis, Accounting, Financial Reporting, Financial Modeling, Insurance, Tax, Variance Analysis, Corporate Finance, Corporate Tax, CPA, Financial Services, Banking, Treasury, Retirement
Education
The University of Connecticut School of Business 1994 — 1998
BS, Accounting
Prudential Financial March 2005 - Present
Travelers Insurance May 2002 - March 2005
Kostin, Ruffkess & Company, LLC July 2000 - May 2002
Rothstein Kass October 1998 - July 2000
Skills
Auditing, Internal Controls, Sarbanes-Oxley Act, Internal Audit, Financial Analysis, Accounting, Financial Reporting, Financial Modeling, Insurance, Tax, Variance Analysis, Corporate Finance, Corporate Tax, CPA, Financial Services, Banking, Treasury, Retirement
Education
The University of Connecticut School of Business 1994 — 1998
BS, Accounting
Monica Ferguson, CPA's Rothstein Kass Experience October 2012 - April 2014
Job Chief Financial Officer at 5X5 Management Company, LLC
Industry Accounting
Experience
5X5 Management Company, LLC July 2015 - Present
Rosewood Management Corporation April 2014 - July 2015
Rothstein Kass October 2012 - April 2014
Archon Group September 2010 - October 2012
KPMG Audit July 2010 - September 2010
KPMG Audit September 2008 - July 2010
Skills
US GAAP, Audit, Accounting, Financial Reporting
Education
Texas Christian University - M.J. Neeley School of Business 2007 — 2008
MAc, Accounting
University of Oklahoma 2003 — 2006
BBA, Accounting
5X5 Management Company, LLC July 2015 - Present
Rosewood Management Corporation April 2014 - July 2015
Rothstein Kass October 2012 - April 2014
Archon Group September 2010 - October 2012
KPMG Audit July 2010 - September 2010
KPMG Audit September 2008 - July 2010
Skills
US GAAP, Audit, Accounting, Financial Reporting
Education
Texas Christian University - M.J. Neeley School of Business 2007 — 2008
MAc, Accounting
University of Oklahoma 2003 — 2006
BBA, Accounting
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
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
Linda Ruggiero's Rothstein Kass Experience June 2011 - July 2014
Job Sr. Assistant at KPMG US
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass June 2011 - July 2014
Cordys February 2010 - April 2011
Ernst & Young July 2003 - January 2010
Skills
Outlook, QuickBooks, Administrative..., Microsoft Excel, Office Management, Microsoft Word, PowerPoint, Spreadsheets, Travel Arrangements, Accounts Payable, Accounting, Microsoft Office
Education
Union County College 1992 — 1994
American Sign Language (ASL)
KPMG US July 2014 - Present
Rothstein Kass June 2011 - July 2014
Cordys February 2010 - April 2011
Ernst & Young July 2003 - January 2010
Skills
Outlook, QuickBooks, Administrative..., Microsoft Excel, Office Management, Microsoft Word, PowerPoint, Spreadsheets, Travel Arrangements, Accounts Payable, Accounting, Microsoft Office
Education
Union County College 1992 — 1994
American Sign Language (ASL)
Barry Gao's Rothstein Kass Experience 2010 - Present
Job Investment Division Manager at SinoGlobal Education Foundation
Industry Accounting
Experience
Sino-Global Education Foundation September 2012 - Present
Rothstein Kass 2010 - Present
China Merchants Fund March 2010 - July 2010
Education
University of California, Berkeley 2005 — 2009
Sino-Global Education Foundation September 2012 - Present
Rothstein Kass 2010 - Present
China Merchants Fund March 2010 - July 2010
Education
University of California, Berkeley 2005 — 2009
Adriana Ayala Martinez's Rothstein Kass Experience November 2011 - June 2014
Job Alternative Investments Audit at KPMG US
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass November 2011 - June 2014
Rothstein Kass October 2008 - October 2011
Deloitte & Touche September 2005 - October 2008
Skills
GAAP, SEC filings, Auditing, Financial Reporting, Accounting, Internal Controls, US GAAP, Financial Accounting, Sarbanes-Oxley Act, Financial Statements, Financial Analysis
Education
University of California, Berkeley
Business
KPMG US July 2014 - Present
Rothstein Kass November 2011 - June 2014
Rothstein Kass October 2008 - October 2011
Deloitte & Touche September 2005 - October 2008
Skills
GAAP, SEC filings, Auditing, Financial Reporting, Accounting, Internal Controls, US GAAP, Financial Accounting, Sarbanes-Oxley Act, Financial Statements, Financial Analysis
Education
University of California, Berkeley
Business
Blake Reidy's Rothstein Kass Experience October 2007 - November 2008
Job Vice President CVA Valuations at Citi Bank
Industry Financial Services
Experience
Citi September 2014 - Present
TD Securities May 2010 - September 2014
RBS Global Banking & Markets May 2009 - April 2010
Rothstein Kass October 2007 - November 2008
Skills
Hedge Funds, Fixed Income, Bloomberg, Valuation, Derivatives, Alternative Investments, Financial Analysis
Education
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
Bachelor of Science, Bachelor of Science
Citi September 2014 - Present
TD Securities May 2010 - September 2014
RBS Global Banking & Markets May 2009 - April 2010
Rothstein Kass October 2007 - November 2008
Skills
Hedge Funds, Fixed Income, Bloomberg, Valuation, Derivatives, Alternative Investments, Financial Analysis
Education
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
Bachelor of Science, Bachelor of Science
Jeremy Walter's Rothstein Kass Experience November 2009 - November 2012
Job Portfolio Analyst
Industry Financial Services
Experience
Halberstadt Financial November 2012 - Present
Rothstein Kass November 2009 - November 2012
Education
State University of New York at Albany 2006 — 2008
Master of Science (MS), Accounting
State University of New York at Albany 2002 — 2006
Bachelor of Arts (BA), Economics
Halberstadt Financial November 2012 - Present
Rothstein Kass November 2009 - November 2012
Education
State University of New York at Albany 2006 — 2008
Master of Science (MS), Accounting
State University of New York at Albany 2002 — 2006
Bachelor of Arts (BA), Economics
Jason Bellows's Rothstein Kass Experience January 2012 - June 2014
Job Tax Manager at KPMG US
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass January 2012 - June 2014
UBS Financial Services September 2007 - December 2011
GlobeOp Financial Services 2004 - 2007
Robeco 2002 - 2004
Anchin, Block & Anchin LLP 2001 - 2002
ING Barings/ABN AMRO Prime Brokerage 1999 - 2001
Rothstein Kass 1996 - 1999
Feldman, Radin & Company 1994 - 1996
Skills
Fund Of Funds, Financial Services, Accounting, Equities, Mutual Funds, Fixed Income, Financial Analysis, Asset Management, Fund Accounting, Derivatives, Corporate Actions, Alternative Investments, General Ledger, Auditing, Private Equity, Securities, Partnership Taxation, Valuation, Due Diligence, Bloomberg, Hedge Funds, Investor Relations, Internal Controls, GAAP, Financial Reporting, Financial Modeling, Capital Markets, Fund Administration, Financial Markets, US GAAP, Financial Accounting, Portfolio Management, Series 7, Tax, Investment Advisory, Asset Allocation, Wealth Management, Corporate Tax, Investment Management, High Net Worth..., Investment Banking, Financial Audits, Trading, Financial Statements, CPA, Options, Corporate Finance, Investments, Account Reconciliation, SEC filings
Education
The College of New Jersey 1990 — 1994
BS, Accounting
KPMG US July 2014 - Present
Rothstein Kass January 2012 - June 2014
UBS Financial Services September 2007 - December 2011
GlobeOp Financial Services 2004 - 2007
Robeco 2002 - 2004
Anchin, Block & Anchin LLP 2001 - 2002
ING Barings/ABN AMRO Prime Brokerage 1999 - 2001
Rothstein Kass 1996 - 1999
Feldman, Radin & Company 1994 - 1996
Skills
Fund Of Funds, Financial Services, Accounting, Equities, Mutual Funds, Fixed Income, Financial Analysis, Asset Management, Fund Accounting, Derivatives, Corporate Actions, Alternative Investments, General Ledger, Auditing, Private Equity, Securities, Partnership Taxation, Valuation, Due Diligence, Bloomberg, Hedge Funds, Investor Relations, Internal Controls, GAAP, Financial Reporting, Financial Modeling, Capital Markets, Fund Administration, Financial Markets, US GAAP, Financial Accounting, Portfolio Management, Series 7, Tax, Investment Advisory, Asset Allocation, Wealth Management, Corporate Tax, Investment Management, High Net Worth..., Investment Banking, Financial Audits, Trading, Financial Statements, CPA, Options, Corporate Finance, Investments, Account Reconciliation, SEC filings
Education
The College of New Jersey 1990 — 1994
BS, Accounting
Michelle (Zito) Conigliaro's Rothstein Kass Experience 2011 - June 2014
Job Accounting Analyst at 40 North
Industry Accounting
Experience
40 North August 2014 - Present
Flynn Family Office (FFO) June 2014 - August 2014
Rothstein Kass 2011 - June 2014
WeiserMazars LLP 2008 - April 2011
PricewaterhouseCoopers 2006 - 2008
Skills
QuickBooks, Datafaction, Account Management, Cash Flow, Budgets, Wire Transfers, International Tax, CPA, Auditing, Financial Reporting, Financial Analysis, Due Diligence, Sarbanes-Oxley Act, Internal Controls, ProSystem fx Tax
Education
St. John's University, The Peter J. Tobin College of Business 2001 — 2006
Master, Taxation
40 North August 2014 - Present
Flynn Family Office (FFO) June 2014 - August 2014
Rothstein Kass 2011 - June 2014
WeiserMazars LLP 2008 - April 2011
PricewaterhouseCoopers 2006 - 2008
Skills
QuickBooks, Datafaction, Account Management, Cash Flow, Budgets, Wire Transfers, International Tax, CPA, Auditing, Financial Reporting, Financial Analysis, Due Diligence, Sarbanes-Oxley Act, Internal Controls, ProSystem fx Tax
Education
St. John's University, The Peter J. Tobin College of Business 2001 — 2006
Master, Taxation
Scarlett Lu's Rothstein Kass Experience June 2008 - June 2008
Job Senior Fund Accountant at SS&C Technologies
Industry Accounting
Experience
SS&C Technologies November 2014 - Present
EY January 2014 - November 2014
McGladrey October 2013 - January 2014
McGladrey October 2011 - October 2013
Northwestern Mutual May 2010 - October 2011
Career Exploration Services College of Arts and Science January 2009 - May 2010
RSM McGladrey June 2009 - September 2009
Syracuse Center for Career Services March 2009 - May 2009
WeiWei& Co.LLP June 2008 - August 2008
Rothstein Kass June 2008 - June 2008
Skills
Accounting, Financial Analysis, Financial Reporting, Auditing, Internal Controls, Financial Accounting, GAAP, Financial Statements, Microsoft Excel, Hedge Funds
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2011
Masters, Accounting
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Bachelor of Science, Accounting and Finance (CPA Track)
SS&C Technologies November 2014 - Present
EY January 2014 - November 2014
McGladrey October 2013 - January 2014
McGladrey October 2011 - October 2013
Northwestern Mutual May 2010 - October 2011
Career Exploration Services College of Arts and Science January 2009 - May 2010
RSM McGladrey June 2009 - September 2009
Syracuse Center for Career Services March 2009 - May 2009
WeiWei& Co.LLP June 2008 - August 2008
Rothstein Kass June 2008 - June 2008
Skills
Accounting, Financial Analysis, Financial Reporting, Auditing, Internal Controls, Financial Accounting, GAAP, Financial Statements, Microsoft Excel, Hedge Funds
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2011
Masters, Accounting
Syracuse University - Martin J. Whitman School of Management 2006 — 2010
Bachelor of Science, Accounting and Finance (CPA Track)
Clint Duncan's Rothstein Kass Experience October 2008 - March 2010
Job Senior Strategy Analyst, Distribution and Data Commercialization at American Airlines
Industry Financial Services
Experience
American Airlines May 2014 - Present
American Airlines December 2012 - Present
DynCorp International August 2010 - December 2012
Rothstein Kass October 2008 - March 2010
American Airlines 2008 - 2009
First Rate 2007 - 2007
Merrill Lynch 2005 - 2006
Skills
Financial Reporting, Accounting, Variance Analysis, Finance, General Ledger, Financial Analysis, GAAP, US GAAP, Auditing, Financial Modeling, Internal Controls, Financial Accounting, Account Reconciliation, Sarbanes-Oxley Act, SEC filings
Education
Texas Christian University - M.J. Neeley School of Business 2005 — 2007
Bachelor of Business Administration, Finance, Accounting
Tarrant County College
American Airlines May 2014 - Present
American Airlines December 2012 - Present
DynCorp International August 2010 - December 2012
Rothstein Kass October 2008 - March 2010
American Airlines 2008 - 2009
First Rate 2007 - 2007
Merrill Lynch 2005 - 2006
Skills
Financial Reporting, Accounting, Variance Analysis, Finance, General Ledger, Financial Analysis, GAAP, US GAAP, Auditing, Financial Modeling, Internal Controls, Financial Accounting, Account Reconciliation, Sarbanes-Oxley Act, SEC filings
Education
Texas Christian University - M.J. Neeley School of Business 2005 — 2007
Bachelor of Business Administration, Finance, Accounting
Tarrant County College
Sultaan Mokal's Rothstein Kass Experience February 2004 - October 2007
Job CPA
Industry Accounting
Experience
McGladrey & Pullen October 2007 - March 2009
Rothstein Kass February 2004 - October 2007
Duke Energy June 2001 - February 2004
PricewaterhouseCoopers September 1998 - May 2001
Education
The University of Texas at Austin - Red McCombs School of Business 1994 — 1998
MPA, BBA, Accounting
The University of Texas at Austin 1994 — 1997
BA, Economics
McGladrey & Pullen October 2007 - March 2009
Rothstein Kass February 2004 - October 2007
Duke Energy June 2001 - February 2004
PricewaterhouseCoopers September 1998 - May 2001
Education
The University of Texas at Austin - Red McCombs School of Business 1994 — 1998
MPA, BBA, Accounting
The University of Texas at Austin 1994 — 1997
BA, Economics
Eugene Shin's Rothstein Kass Experience January 2013 - Present
Job Litigation and Forensic Services Consultant
Industry Financial Services
Experience
Rothstein Kass January 2013 - Present
Navigant Consulting October 2004 - December 2012
Skills
Data Analysis, SAS, Access, R, Financial Modeling, Valuation, Financial Analysis, Microsoft SQL Server, Due Diligence, Business Valuation, Corporate Finance, Management Consulting, Strategy, Litigation, Business Strategy, Forensic Accounting, Finance, Economics
Education
UCLA Anderson School of Management 2010 — 2013
MBA
University of California, Berkeley 2000 — 2004
BA, Economics
Rothstein Kass January 2013 - Present
Navigant Consulting October 2004 - December 2012
Skills
Data Analysis, SAS, Access, R, Financial Modeling, Valuation, Financial Analysis, Microsoft SQL Server, Due Diligence, Business Valuation, Corporate Finance, Management Consulting, Strategy, Litigation, Business Strategy, Forensic Accounting, Finance, Economics
Education
UCLA Anderson School of Management 2010 — 2013
MBA
University of California, Berkeley 2000 — 2004
BA, Economics
Stuart Kralstein's Rothstein Kass Experience October 2006 - June 2014
Job Partner at KPMG US
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass October 2006 - June 2014
American Express Tax and Business 1998 - 2006
goldstein golub & kessler 1987 - 2006
Skills
Private Equity, Tax, Hedge Funds, Alternative Investments, Accounting, Fund Of Funds
Education
St. John's University, The Peter J. Tobin College of Business 1985 — 1986
MBA, Accounting
KPMG US July 2014 - Present
Rothstein Kass October 2006 - June 2014
American Express Tax and Business 1998 - 2006
goldstein golub & kessler 1987 - 2006
Skills
Private Equity, Tax, Hedge Funds, Alternative Investments, Accounting, Fund Of Funds
Education
St. John's University, The Peter J. Tobin College of Business 1985 — 1986
MBA, Accounting
Joshua Hopkovitz, CPA's Rothstein Kass Experience October 2008 - May 2009
Job Secretary/Treasurer at Altitude Fuel
Industry Accounting
Experience
Altitude Fuel December 2013 - Present
Eisner Associates September 2009 - November 2013
Rothstein Kass October 2008 - May 2009
Skills
Auditing, Tax, Tax Research, Tax Accounting, Tax Preparation, Accounting, Partnership Taxation, Tax Returns, Corporate Tax, Sales Tax, CPA, General Ledger, Payroll, Account Reconciliation, Microsoft Excel, Certified Public..., Audit, Excel, Reconciliation, Word, Microsoft Office, Bookkeeping, Tax Services, QuickBooks, Microsoft Word
Education
Touro College 2004 — 2008
Graduate Studies in Talmudic Law & Ethics
Yeshiva University
B.S., Accounting
Altitude Fuel December 2013 - Present
Eisner Associates September 2009 - November 2013
Rothstein Kass October 2008 - May 2009
Skills
Auditing, Tax, Tax Research, Tax Accounting, Tax Preparation, Accounting, Partnership Taxation, Tax Returns, Corporate Tax, Sales Tax, CPA, General Ledger, Payroll, Account Reconciliation, Microsoft Excel, Certified Public..., Audit, Excel, Reconciliation, Word, Microsoft Office, Bookkeeping, Tax Services, QuickBooks, Microsoft Word
Education
Touro College 2004 — 2008
Graduate Studies in Talmudic Law & Ethics
Yeshiva University
B.S., Accounting
Agnieszka Nowakowicz's Rothstein Kass Experience 2007 - 2008
Job Accountant
Industry Accounting
Experience
Rothstein Kass 2007 - 2008
Education
University of Delaware 2005 — 2007
Bachelor of Science, Accounting
School name:
Technical University of Wroclaw
Rothstein Kass 2007 - 2008
Education
University of Delaware 2005 — 2007
Bachelor of Science, Accounting
School name:
Technical University of Wroclaw
Anthony Tessler's Rothstein Kass Experience September 2004 - June 2007
Job Assistant Vice President at CIT
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) January 2010 - July 2013
Morgan Stanley June 2007 - October 2009
Rothstein Kass September 2004 - June 2007
Skills
Hedge Funds, Accounting, Portfolio Management, Fixed Income, Equities, Mutual Funds, Analysis, Securities, Finance, Financial Analysis, Auditing, Due Diligence
Education
Rutgers Business School 2003 — 2004
MBA, Accounting
Tufts University 1997 — 2001
Bachelor of Arts, English
Financial Industry Regulatory Authority (FINRA) January 2010 - July 2013
Morgan Stanley June 2007 - October 2009
Rothstein Kass September 2004 - June 2007
Skills
Hedge Funds, Accounting, Portfolio Management, Fixed Income, Equities, Mutual Funds, Analysis, Securities, Finance, Financial Analysis, Auditing, Due Diligence
Education
Rutgers Business School 2003 — 2004
MBA, Accounting
Tufts University 1997 — 2001
Bachelor of Arts, English
Philip Antico's Rothstein Kass Experience October 2001 - November 2014
Job Senior Manager at WithumSmith+Brown
Industry Accounting
Experience
WithumSmith+Brown November 2014 - Present
Rothstein Kass October 2001 - November 2014
Cavalcante & Company September 1999 - July 2001
Skills
SEC filings, CPA, Auditing, Financial Statements, SEC, Tax, Financial Reporting, Accounting, Financial Accounting, General Ledger, GAAP, Tax Preparation
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 2001
BS/MS, Accounting
St. John's University, The Peter J. Tobin College of Business 1996 — 2001
BS/MS, Accounting
WithumSmith+Brown November 2014 - Present
Rothstein Kass October 2001 - November 2014
Cavalcante & Company September 1999 - July 2001
Skills
SEC filings, CPA, Auditing, Financial Statements, SEC, Tax, Financial Reporting, Accounting, Financial Accounting, General Ledger, GAAP, Tax Preparation
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 2001
BS/MS, Accounting
St. John's University, The Peter J. Tobin College of Business 1996 — 2001
BS/MS, Accounting
John Bialick, CPA's Rothstein Kass Experience January 2008 - January 2014
Job Financial Services Audit Manager at EY
Industry Accounting
Experience
EY January 2014 - Present
Rothstein Kass January 2008 - January 2014
Skills
Auditing, Financial Accounting, Valuation, Tax, Financial Reporting, Internal Controls, Real Estate Private..., US GAAP, ASC 820, CPA, Alternative Investments, GAAP, Fund Of Funds, Fund Accounting
Education
The College of New Jersey 2005 — 2007
Bachelors of Science, Accounting
EY January 2014 - Present
Rothstein Kass January 2008 - January 2014
Skills
Auditing, Financial Accounting, Valuation, Tax, Financial Reporting, Internal Controls, Real Estate Private..., US GAAP, ASC 820, CPA, Alternative Investments, GAAP, Fund Of Funds, Fund Accounting
Education
The College of New Jersey 2005 — 2007
Bachelors of Science, Accounting
Jason Cannon's Rothstein Kass Experience November 2009 - May 2011
Job Finance at Select Equity Group, Inc.
Industry Accounting
Experience
Select Equity Group June 2011 - Present
Rothstein Kass November 2009 - May 2011
Rothstein Kass June 2008 - August 2008
Skills
Finance, Hedge Funds, Financial Reporting, Microsoft Excel, Fund Of Funds, Alternative Investments, US GAAP, Auditing, Equities, Financial Statements, Bloomberg, Derivatives
Education
Syracuse University 2005 — 2009
B.S, CPA Accounting
Select Equity Group June 2011 - Present
Rothstein Kass November 2009 - May 2011
Rothstein Kass June 2008 - August 2008
Skills
Finance, Hedge Funds, Financial Reporting, Microsoft Excel, Fund Of Funds, Alternative Investments, US GAAP, Auditing, Equities, Financial Statements, Bloomberg, Derivatives
Education
Syracuse University 2005 — 2009
B.S, CPA Accounting
Nicholas Valentini's Rothstein Kass Experience 2008 - 2009
Job Senior Accountant at Bohler Engineering
Industry Accounting
Experience
Bohler Engineering May 2011 - Present
G&B Fishing Systems June 2009 - June 2011
Rothstein Kass 2008 - 2009
Skills
Accounting, Accounts Payable, Auditing, Budgets, Financial Analysis, Financial Reporting, General Ledger, Microsoft Excel, QuickBooks, Financial Statements, Payroll, Accounts Receivable
Education
St. John's University, The Peter J. Tobin College of Business 2002 — 2007
MBA, Accounting
Bohler Engineering May 2011 - Present
G&B Fishing Systems June 2009 - June 2011
Rothstein Kass 2008 - 2009
Skills
Accounting, Accounts Payable, Auditing, Budgets, Financial Analysis, Financial Reporting, General Ledger, Microsoft Excel, QuickBooks, Financial Statements, Payroll, Accounts Receivable
Education
St. John's University, The Peter J. Tobin College of Business 2002 — 2007
MBA, Accounting
Eric Holley, CPA's Rothstein Kass Experience November 2012 - May 2014
Job Manager at NOW CFO
Industry Accounting
Experience
NOW CFO June 2014 - Present
Rothstein Kass November 2012 - May 2014
Saville, Dodgen & Co. January 2010 - October 2012
Mesquite Independent School District January 2007 - December 2010
Skills
US GAAP, GAAP, Accounting, Auditing, Financial Accounting, Financial Reporting, External Audit, CPA, Internal Controls, Financial Statements, Financial Audits, Tax
Education
The University of Texas at Dallas - School of Management 2009 — 2011
Master's degree, Accounting
The University of Texas at Austin 2002 — 2006
Bachelor of Arts (B.A.), Biochemistry
NOW CFO June 2014 - Present
Rothstein Kass November 2012 - May 2014
Saville, Dodgen & Co. January 2010 - October 2012
Mesquite Independent School District January 2007 - December 2010
Skills
US GAAP, GAAP, Accounting, Auditing, Financial Accounting, Financial Reporting, External Audit, CPA, Internal Controls, Financial Statements, Financial Audits, Tax
Education
The University of Texas at Dallas - School of Management 2009 — 2011
Master's degree, Accounting
The University of Texas at Austin 2002 — 2006
Bachelor of Arts (B.A.), Biochemistry
Harrison Blase, CPA's Rothstein Kass Experience September 2004 - June 2007
Job CFO
Industry Financial Services
Experience
Virage Capital Management June 2014 - Present
Kaufman Rossin Fund Services November 2012 - June 2014
Blue River Partners October 2009 - November 2012
Swank Capital, LLC June 2007 - May 2010
Rothstein Kass September 2004 - June 2007
Skills
Investments, Hedge Funds, Fund Of Funds, SEC filings, Private Equity, Mutual Funds, Alternative Investments, Accounting, Start-ups, Due Diligence, Equities, Asset Management
Education
The University of Texas at Austin - Red McCombs School of Business 1998 — 2003
Master in Professional Accounting, Accounting
Virage Capital Management June 2014 - Present
Kaufman Rossin Fund Services November 2012 - June 2014
Blue River Partners October 2009 - November 2012
Swank Capital, LLC June 2007 - May 2010
Rothstein Kass September 2004 - June 2007
Skills
Investments, Hedge Funds, Fund Of Funds, SEC filings, Private Equity, Mutual Funds, Alternative Investments, Accounting, Start-ups, Due Diligence, Equities, Asset Management
Education
The University of Texas at Austin - Red McCombs School of Business 1998 — 2003
Master in Professional Accounting, Accounting
Teresa (Bui) Takasaki, CPA's Rothstein Kass Experience July 2006 - October 2008
Job Senior Accountant at molina healthcare
Industry Accounting
Experience
molina April 2011 - Present
CB Richard Ellis November 2008 - June 2010
Rothstein Kass July 2006 - October 2008
Bank of New York Mellon July 2005 - July 2006
Skills
Access, Account Reconciliation, Accounting, Accounts Payable, Accounts Receivable, Auditing, Analysis
Education
University of California, Irvine 2001 — 2005
Bachelor of Arts, Economics
molina April 2011 - Present
CB Richard Ellis November 2008 - June 2010
Rothstein Kass July 2006 - October 2008
Bank of New York Mellon July 2005 - July 2006
Skills
Access, Account Reconciliation, Accounting, Accounts Payable, Accounts Receivable, Auditing, Analysis
Education
University of California, Irvine 2001 — 2005
Bachelor of Arts, Economics
Ryan Kozyra's Rothstein Kass Experience October 2005 - August 2011
Job Portfolio Accountant
Industry Accounting
Experience
Arden Asset Management August 2011 - Present
Rothstein Kass October 2005 - August 2011
Education
Stockton University 2003 — 2005
BS, Accounting
Arden Asset Management August 2011 - Present
Rothstein Kass October 2005 - August 2011
Education
Stockton University 2003 — 2005
BS, Accounting
Vinh Sin's Rothstein Kass Experience February 2011 - June 2014
Job IS Analyst
Industry Information Technology and Services
Experience
LesConcierges July 2014 - October 2014
Rothstein Kass February 2011 - June 2014
Skills
Windows 7, Networking, Active Directory, Blackberry Enterprise..., Good Mobile..., Windows Migration and..., Network Printers, Sharepoint, Microsoft Office 2010, Cisco Wireless, Citrix (XenApp and AMC), PC Hardware, VPN, VMware vSphere, Data Center, Microsoft Certified..., Antivirus, Cisco Technologies, Help Desk Support, Citrix, Android, Hardware, Virtualization, Technical Support, TCP/IP, OS X, VMware, Windows Server, iOS, DHCP, IT Operations, Troubleshooting, Microsoft Exchange, Friendly Personality
Education
University of California, Davis
B.S., Managerial Economics
LesConcierges July 2014 - October 2014
Rothstein Kass February 2011 - June 2014
Skills
Windows 7, Networking, Active Directory, Blackberry Enterprise..., Good Mobile..., Windows Migration and..., Network Printers, Sharepoint, Microsoft Office 2010, Cisco Wireless, Citrix (XenApp and AMC), PC Hardware, VPN, VMware vSphere, Data Center, Microsoft Certified..., Antivirus, Cisco Technologies, Help Desk Support, Citrix, Android, Hardware, Virtualization, Technical Support, TCP/IP, OS X, VMware, Windows Server, iOS, DHCP, IT Operations, Troubleshooting, Microsoft Exchange, Friendly Personality
Education
University of California, Davis
B.S., Managerial Economics
Adam Podhaizer's Rothstein Kass Experience January 2011 - June 2014
Job Manager in Alternative Investments at KPMG US
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass January 2011 - June 2014
Deloitte & Touche June 2008 - January 2011
Skills
Tax, Corporate Tax, Income Tax, Tax Accounting, GAAP, Partnership Tax Returns, Partnership Taxation, Tax Research
Education
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
BS, Finance/Accounting
KPMG US July 2014 - Present
Rothstein Kass January 2011 - June 2014
Deloitte & Touche June 2008 - January 2011
Skills
Tax, Corporate Tax, Income Tax, Tax Accounting, GAAP, Partnership Tax Returns, Partnership Taxation, Tax Research
Education
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
BS, Finance/Accounting
Walt Tsin's Rothstein Kass Experience November 2002 - March 2011
Job CFO Seer Capital Management
Industry Accounting
Experience
Seer Capital Management April 2011 - Present
Rothstein Kass November 2002 - March 2011
Skills
Private Equity, Hedge Funds, Fund Of Funds, Alternative Investments, Accounting, Financial Reporting, Audit, Valuation, Due Diligence, Financial Analysis, Compliance, GAAP, Financial Accounting, Investor Relations, Start-ups, CPA, SEC filings, Tax
Education
Syracuse University
Seer Capital Management April 2011 - Present
Rothstein Kass November 2002 - March 2011
Skills
Private Equity, Hedge Funds, Fund Of Funds, Alternative Investments, Accounting, Financial Reporting, Audit, Valuation, Due Diligence, Financial Analysis, Compliance, GAAP, Financial Accounting, Investor Relations, Start-ups, CPA, SEC filings, Tax
Education
Syracuse University
Elaine Huang's Rothstein Kass Experience June 2011 - June 2014
Job Director of Taxation at TORA
Industry Accounting
Experience
TORA February 2015 - Present
KPMG US July 2014 - Present
Tax Aid 2003 - Present
Rothstein Kass June 2011 - June 2014
Deloitte Tax LLP August 2007 - June 2011
Skills
High Net Worth..., Tax Preparation, Tax, Partnership Taxation, CPA, Tax Returns, GAAP, Tax Accounting, Income Tax
Education
University of California, Berkeley 2003 — 2007
Economics, Chinese
TORA February 2015 - Present
KPMG US July 2014 - Present
Tax Aid 2003 - Present
Rothstein Kass June 2011 - June 2014
Deloitte Tax LLP August 2007 - June 2011
Skills
High Net Worth..., Tax Preparation, Tax, Partnership Taxation, CPA, Tax Returns, GAAP, Tax Accounting, Income Tax
Education
University of California, Berkeley 2003 — 2007
Economics, Chinese
Michelle Eisen's Rothstein Kass Experience October 2008 - June 2011
Job Controller at Logicworks
Industry Accounting
Experience
Logicworks December 2011 - Present
Phreesia June 2011 - December 2011
Rothstein Kass October 2008 - June 2011
Rothstein Kass October 2006 - October 2008
Skills
GAAP, CPA, Financial Reporting, Auditing, US GAAP, Internal Controls, Accounting, Financial Accounting, Tax, Corporate Tax, Financial Statements, Tax Preparation, Tax Accounting, SEC filings, Revenue Recognition
Education
Tulane University 2002 — 2006
BSM, Accounting
Logicworks December 2011 - Present
Phreesia June 2011 - December 2011
Rothstein Kass October 2008 - June 2011
Rothstein Kass October 2006 - October 2008
Skills
GAAP, CPA, Financial Reporting, Auditing, US GAAP, Internal Controls, Accounting, Financial Accounting, Tax, Corporate Tax, Financial Statements, Tax Preparation, Tax Accounting, SEC filings, Revenue Recognition
Education
Tulane University 2002 — 2006
BSM, Accounting
John Leach, CPA/MST's Rothstein Kass Experience August 2007 - January 2010
Job Tax Investment Partnerships and UHNW/Family Office
Industry Financial Services
Experience
WG&S, LLP October 2014 - Present
Fortress Investment Group February 2014 - September 2014
Ziff Brothers Investments January 2010 - January 2014
Rothstein Kass August 2007 - January 2010
Decosimo January 2006 - May 2007
Education
The University of Memphis 2005 — 2007
MS, Accounting, Concentration in Taxation
University of Tennessee-Knoxville 1999 — 2004
BA, Political Science, Minor in Business Administration
University of Kent 2003 — 2003
Foreign Exhange Program, International Relations
WG&S, LLP October 2014 - Present
Fortress Investment Group February 2014 - September 2014
Ziff Brothers Investments January 2010 - January 2014
Rothstein Kass August 2007 - January 2010
Decosimo January 2006 - May 2007
Education
The University of Memphis 2005 — 2007
MS, Accounting, Concentration in Taxation
University of Tennessee-Knoxville 1999 — 2004
BA, Political Science, Minor in Business Administration
University of Kent 2003 — 2003
Foreign Exhange Program, International Relations
Joshua Glaser's Rothstein Kass Experience October 2008 - August 2009
Job Wealth Strategies Analyst at U.S. Trust
Industry Law Practice
Experience
U.S. Trust May 2014 - Present
Abraham, Fruchter & Twersky, LLP January 2012 - May 2012
Hon. Paul G. Feinman August 2011 - December 2011
New York College of Podiatric Medicine June 2011 - August 2011
Law Offices of Lilli Marder June 2010 - August 2010
Rothstein Kass October 2008 - August 2009
Education
University of Miami School of Law 2012 — 2013
Master of Laws (LLM), Taxation
Touro College Jacob D. Fuchsberg Law Center 2009 — 2012
Doctor of Law (JD)
Yeshiva University 2005 — 2008
B.S., Accounting
U.S. Trust May 2014 - Present
Abraham, Fruchter & Twersky, LLP January 2012 - May 2012
Hon. Paul G. Feinman August 2011 - December 2011
New York College of Podiatric Medicine June 2011 - August 2011
Law Offices of Lilli Marder June 2010 - August 2010
Rothstein Kass October 2008 - August 2009
Education
University of Miami School of Law 2012 — 2013
Master of Laws (LLM), Taxation
Touro College Jacob D. Fuchsberg Law Center 2009 — 2012
Doctor of Law (JD)
Yeshiva University 2005 — 2008
B.S., Accounting
Jeremy Guerrido's Rothstein Kass Experience June 2013 - August 2013
Job High NetWorth Lending Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2014 - Present
Rothstein Kass June 2013 - August 2013
Concept Real Estate Group, LLC May 2012 - August 2012
Abercrombie & Fitch May 2009 - September 2011
Skills
Relationship Management, Securities Lending, Private Banking, Strategic Planning, Stock Trading, Accounting, Microsoft Office, Microsoft Excel, Finance, Management, Financial Analysis, Analysis, Customer Service, Microsoft Word, Leadership, Research, Business Development, Sales, Project Management
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2013
Bachelor of Science (B.S.), Accounting
Morgan Stanley February 2014 - Present
Rothstein Kass June 2013 - August 2013
Concept Real Estate Group, LLC May 2012 - August 2012
Abercrombie & Fitch May 2009 - September 2011
Skills
Relationship Management, Securities Lending, Private Banking, Strategic Planning, Stock Trading, Accounting, Microsoft Office, Microsoft Excel, Finance, Management, Financial Analysis, Analysis, Customer Service, Microsoft Word, Leadership, Research, Business Development, Sales, Project Management
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2013
Bachelor of Science (B.S.), Accounting
Adrienne Hadley, CPA's Rothstein Kass Experience August 2011 - June 2014
Job
Industry Accounting
Experience
Country Fresh, Inc. July 2014 - Present
Rothstein Kass August 2011 - June 2014
Price Waterhouse Coopers February 2007 - January 2011
Powell, Ebert, & Smolik, P.C. 2011 - 2011
Skills
Income Tax, Tax Research, Partnership Taxation, Fixed Assets, Tax Preparation, Tax Accounting, Tax, GoSystems, US GAAP, Financial Statements, CPA
Education
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2006
Master in Professional Accounting
The University of Texas at Austin 1999 — 2003
BS
Country Fresh, Inc. July 2014 - Present
Rothstein Kass August 2011 - June 2014
Price Waterhouse Coopers February 2007 - January 2011
Powell, Ebert, & Smolik, P.C. 2011 - 2011
Skills
Income Tax, Tax Research, Partnership Taxation, Fixed Assets, Tax Preparation, Tax Accounting, Tax, GoSystems, US GAAP, Financial Statements, CPA
Education
The University of Texas at Austin - The Red McCombs School of Business 2005 — 2006
Master in Professional Accounting
The University of Texas at Austin 1999 — 2003
BS
Ghoribet Tan's Rothstein Kass Experience November 2009 - July 2013
Job Controller at BAMKO
Industry Accounting
Experience
BAMKO August 2014 - Present
BDO USA, LLP July 2013 - July 2014
Rothstein Kass November 2009 - July 2013
Disney ABC Television Group 2008 - 2008
Warner Bros. Studios 2007 - 2007
Skills
Auditing, Analysis, Account Reconciliation, Accounting, Financial Accounting, Internal Controls, US GAAP, CPA
Education
University of Southern California 2005 — 2009
Accounting and Business Administration
The Hong Kong University of Science and Technology 2008 — 2008
Business Administration
BAMKO August 2014 - Present
BDO USA, LLP July 2013 - July 2014
Rothstein Kass November 2009 - July 2013
Disney ABC Television Group 2008 - 2008
Warner Bros. Studios 2007 - 2007
Skills
Auditing, Analysis, Account Reconciliation, Accounting, Financial Accounting, Internal Controls, US GAAP, CPA
Education
University of Southern California 2005 — 2009
Accounting and Business Administration
The Hong Kong University of Science and Technology 2008 — 2008
Business Administration
Sally Stephens, CPA's Rothstein Kass Experience November 2010 - June 2014
Job Manager Asset Management at KPMG US
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein Kass November 2010 - June 2014
HLB June 2009 - August 2009
Rothstein Kass January 2009 - March 2009
Skills
CPA, Financial Reporting, Auditing, US GAAP, Fund Of Funds, Hedge Funds, Financial Audits, Derivatives, Financial Accounting, GAAP
Education
Texas Christian University - M.J. Neeley School of Business 2009 — 2010
Master of Accounting
Texas Christian University - M.J. Neeley School of Business 2004 — 2008
Bachelor of Business Administration (BBA), Accounting
KPMG US July 2014 - Present
Rothstein Kass November 2010 - June 2014
HLB June 2009 - August 2009
Rothstein Kass January 2009 - March 2009
Skills
CPA, Financial Reporting, Auditing, US GAAP, Fund Of Funds, Hedge Funds, Financial Audits, Derivatives, Financial Accounting, GAAP
Education
Texas Christian University - M.J. Neeley School of Business 2009 — 2010
Master of Accounting
Texas Christian University - M.J. Neeley School of Business 2004 — 2008
Bachelor of Business Administration (BBA), Accounting
Marc P. Cerbone's Rothstein Kass Experience October 2012 - Present
Job Commercial Services Tax Senior Associate at Rothstein Kass
Industry Accounting
Experience
Rothstein Kass October 2012 - Present
Rothstein Kass November 2011 - October 2012
NYCB April 2007 - October 2011
Rothstein Kass June 2010 - August 2010
Skills
Accounting, Financial Audits, Financial Reporting, Analysis, Microsoft Excel, Microsoft Word, Outlook, Auditing, Tax Preparation, Income Tax, Corporate Tax, Tax Accounting
Education
Saint John's University - Peter J. Tobin College of Business 2006 — 2011
Master of Science (M.S.), Accounting
Rothstein Kass October 2012 - Present
Rothstein Kass November 2011 - October 2012
NYCB April 2007 - October 2011
Rothstein Kass June 2010 - August 2010
Skills
Accounting, Financial Audits, Financial Reporting, Analysis, Microsoft Excel, Microsoft Word, Outlook, Auditing, Tax Preparation, Income Tax, Corporate Tax, Tax Accounting
Education
Saint John's University - Peter J. Tobin College of Business 2006 — 2011
Master of Science (M.S.), Accounting
Eric (Kim Ting) Tay, CPA's Rothstein Kass Experience November 2012 - June 2014
Job Senior Associate, Audit at KPMG US
Industry Accounting
Experience
KPMG US July 2014 - Present
Rothstein kass November 2012 - June 2014
PartsChannel, Inc. HQ 2008 - November 2012
PartsChannel, Inc. HQ 2006 - 2007
PartsChannel, Inc. HQ 2004 - 2005
Skills
Customer Service, Internal Audit, Management, Financial Statements, Accounts Payable, Financial Analysis, Budgets, Software Documentation, Accounting, Financial Reporting, Account Reconciliation, Payroll, Human Resources, General Ledger, Insurance, QuickBooks, Access, Variance Analysis
Education
The University of Texas at Dallas
Master's degree, Accounting and Information Management
University of Arkansas at Fayetteville
Bachelor of Business Administration (B.B.A.), Finance
KPMG US July 2014 - Present
Rothstein kass November 2012 - June 2014
PartsChannel, Inc. HQ 2008 - November 2012
PartsChannel, Inc. HQ 2006 - 2007
PartsChannel, Inc. HQ 2004 - 2005
Skills
Customer Service, Internal Audit, Management, Financial Statements, Accounts Payable, Financial Analysis, Budgets, Software Documentation, Accounting, Financial Reporting, Account Reconciliation, Payroll, Human Resources, General Ledger, Insurance, QuickBooks, Access, Variance Analysis
Education
The University of Texas at Dallas
Master's degree, Accounting and Information Management
University of Arkansas at Fayetteville
Bachelor of Business Administration (B.B.A.), Finance
Brandon Singles's Rothstein Kass Experience September 2006 - April 2008
Job Senior Manager of Fund Reporting at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments February 2012 - Present
Columbus Avenue Consultants May 2011 - January 2012
RenaissanceRe October 2008 - April 2011
Lehman Brothers April 2008 - October 2008
Rothstein Kass September 2006 - April 2008
Skills
Financial Reporting, Financial Accounting, Hedge Funds, Mutual Funds, Private Equity, Financial Analysis, Bloomberg, Equities, Financial Services, Fixed Income, Finance, Securities, Accounting, Fund Accounting, Process Improvement, Valuation
Education
Strome College of Business 2004 — 2006
Finance Degree and Accounting Degree, Investment Accounting and Finance
Old Dominion University - College of Business and Public Administration 2003 — 2006
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Fidelity Investments February 2012 - Present
Columbus Avenue Consultants May 2011 - January 2012
RenaissanceRe October 2008 - April 2011
Lehman Brothers April 2008 - October 2008
Rothstein Kass September 2006 - April 2008
Skills
Financial Reporting, Financial Accounting, Hedge Funds, Mutual Funds, Private Equity, Financial Analysis, Bloomberg, Equities, Financial Services, Fixed Income, Finance, Securities, Accounting, Fund Accounting, Process Improvement, Valuation
Education
Strome College of Business 2004 — 2006
Finance Degree and Accounting Degree, Investment Accounting and Finance
Old Dominion University - College of Business and Public Administration 2003 — 2006
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Ilsia Almonte's Rothstein Kass Experience October 2007 - January 2014
Job Tax Accountant
Industry Accounting
Experience
Rothstein Kass October 2007 - January 2014
Education
Syracuse University 2003 — 2007
Bachelor's degree, Accounting
Rothstein Kass October 2007 - January 2014
Education
Syracuse University 2003 — 2007
Bachelor's degree, Accounting