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
James Ignacio James Ignacio San Jose, California Details
James Ignacio's Rothstein Kass Experience June 2013 - June 2013
Job Certified Audit Staff at Lindquist LLP
Industry Accounting
Experience
Lindquist LLP  December 2014 - Present
Get Satisfaction  October 2013 - May 2014
University of San Francisco  June 2013 - August 2013
Rothstein Kass   June 2013 - June 2013
Astia  July 2012 - June 2013
BTI Business Team   January 2010 - May 2011
St. Thomas More Catholic High School  September 2008 - May 2010
ATG ENTERPRISES INCORPORATED   November 2009 - March 2010

Skills
Public Speaking, Photoshop, Salesforce.com, Microsoft Excel, Social Media, PowerPoint, Customer Service, Research, Fundraising, Team Building, Social Networking, Accounting, Entrepreneurship

Education
University of San Francisco   2010 — 2014
Accounting, Senior

Christina Marciniak Christina Marciniak Prescott, Arizona Details
Christina Marciniak's Rothstein Kass Experience 2006 - 2010
Job Computer Technician at EmbryRiddle Aeronautical University
Industry Computer Hardware
Experience
Embry-Riddle Aeronautical University  October 2013 - Present
Northcentral University  August 2010 - October 2013
Rothstein Kass   2006 - 2010
Geek Squad  July 2002 - August 2006

Skills
Windows, Troubleshooting, Windows 7, Printers, Visio, Computer Hardware, Active Directory, XP, Network Security, Remote Desktop, Information Technology, VPN, Blackberry, Technical Support, Help Desk Support, Android, MS Project, Access, Database Administration, System Administration, Disaster Recovery, IT Operations, SharePoint, Microsoft SQL Server, IT Management, Databases, Windows XP

Education
University of Phoenix   2011 — 2013
Bachelor of Science, Information Systems Security

ITT Technical Institute   1999 — 2001
Associate of Science (A.S.), Information Technology / Computer Networking

Janae Dean Janae Dean San Francisco Bay Area Details
Janae Dean's Rothstein Kass Experience January 2004 - November 2008
Job Accounting Manager at Newman Minerals, LLC
Industry Higher Education
Experience
Newman Minerals, LLC   October 2013 - Present
Golden Fox Venues   January 2011 - March 2015
Dream Careers Inc.  November 2008 - September 2012
Rothstein Kass   January 2004 - November 2008
US Army  February 1999 - March 2002

Skills
Accounting, Financial Reporting, Auditing, Financial Accounting, Fund Accounting, QuickBooks, Microsoft Office, Internal Controls, Tax, Financial Analysis, Financial Statements, CPA, Public Speaking, Financial Modeling, Customer Service, GAAP, US GAAP, Social Networking, General Ledger

Education
University of Phoenix   2008 — 2012
Bachelor of Science (B.S.), Accounting and Business/Management

William Nelson William Nelson Greater Los Angeles Area Details
William Nelson's Rothstein Kass Experience February 2014 - June 2014
Job Senior Tax Associate at KPMG
Industry Accounting
Experience
KPMG US  July 2014 - Present
Rothstein Kass   February 2014 - June 2014
Smith Mandel & Associates LLP  August 2012 - January 2014
Tasteful Cakes   April 2011 - July 2011
NBCUniversal, Inc.   June 2010 - October 2010
NBCUniversal, Inc.   June 2009 - October 2009

Skills
Journal Entries, Customer Service, Microsoft Office, Analysis, Fixed Assets, Tax, QuickBooks, Financial Accounting

Education
University of California, Riverside   2008 — 2012
Bachelor of Science, Business Administration with a concentration in Accounting

Marcus Lam Marcus Lam Beverly Hills, California Details
Marcus Lam's Rothstein Kass Experience November 2011 - June 2014
Job Senior Assurance Associate at PwC
Industry Accounting
Experience
PwC  August 2014 - Present
Rothstein Kass   November 2011 - June 2014
Kakimoto and Nagashima LLP   January 2009 - December 2010
Make-A-Wish Foundation  2008 - 2010
MCL Health Management  September 2005 - August 2008

Skills
Auditing, Financial Reporting, Accounting, GAAP, Financial Analysis, Time Management, QuickBooks, US GAAP, Finance, CPA, Financial Accounting

Education
UCLA Extension   2008 — 2010
Accounting and Business

University of California, Los Angeles   2000 — 2004
Bachelor of Science (B.S.), Psychobiology

Brian Trentacost Brian Trentacost Greater New York City Area Details
Brian Trentacost's Rothstein Kass Experience 2009 - 2009
Job Regional Sales Manager East at China Telecom Americas
Industry Telecommunications
Experience
China Telecom Americas  July 2015 - Present
Baltusrol Golf Club  June 2009 - Present
Comcast Business  November 2013 - July 2015
Cablevision  August 2011 - October 2013
Old Chatham Golf Club  August 2010 - May 2011
Office Furniture Partnership  January 2008 - May 2011
Canoe Brook Country Club  April 2007 - June 2009
Rothstein Kass   2009 - 2009

Skills
PowerPoint, New Business Development, Microsoft Office, Analysis, Microsoft Excel, Salesforce.com, Time Management, Data Analysis, Sales, Analytics, Human Resources, Networking, Retail, Microsoft Word, Account Management, Management, Enterprise Software, Sales Presentations, Leadership, Cold Calling, Marketing, Business Development, Sales Management, Solution Selling, VoIP, Direct Sales, Customer Service, Telecommunications, Sales Process

Education
University of North Carolina at Chapel Hill   2008 — 2011
Bachelor of Arts, Economics

Diane Barrera Diane Barrera San Francisco Bay Area Details
Diane Barrera's Rothstein Kass Experience 2012 - June 2014
Job Audit Senior at KPMG
Industry Accounting
Experience
KPMG US  July 2014 - Present
Rothstein Kass   2012 - June 2014
Wells Fargo Advisors  June 2011 - January 2012
JPMorgan Chase  May 2005 - July 2010

Skills
Sales, Financial Reporting, CRM, Financial Accounting, Auditing, Accounting, Microsoft Excel, Microsoft Office, Bloomberg, Banking, Account Reconciliation, Financial Analysis, Leadership

Education
University of San Francisco   2010 — 2012
B.S., Finance/Accounting

Robert Leavy Robert Leavy Bronx, New York Details
Robert Leavy's Rothstein Kass Experience June 2013 - July 2013
Job The University of Scranton Graduate, CPA studying
Industry Accounting
Experience
KPMG US  October 2014 - Present
University of Scranton  August 2013 - June 2014
University of Scranton  August 2010 - June 2014
University of Scranton  August 2010 - June 2014
Rothstein Kass   June 2013 - July 2013
Residence Life University of Scranton   August 2011 - May 2013
McGrail Merkel Quinn & Associates  February 2013 - April 2013

Skills
PowerPoint, Microsoft Excel, Microsoft Word, Student Leadership, Microsoft Office, Public Speaking, Research, Event Planning, Time Management, Outlook, Teamwork, Leadership, Accounting, Critical Thinking, Higher Education, Statistics, Volunteer Management, Student Development, Social Media

Education
University of Scranton   2010 — 2014
Bachelor of Science (BS), Accounting

Iona Preparatory School   2006 — 2010

Cordell Gee, CPA Cordell Gee, CPA Los Angeles, California Details
Cordell Gee, CPA's Rothstein Kass Experience November 2011 - June 2014
Job Senior Tax Associate at KPMG
Industry Accounting
Experience
KPMG US  July 2014 - Present
Rothstein Kass   November 2011 - June 2014

Skills
Tax Accounting, Tax Research, Partnership Taxation, Financial Reporting, Corporate Tax, Tax, CCH ProSystem fx, Microsoft Excel, CPA, Financial Accounting, Accounting, Income Tax, GAAP, Hedge Funds, ProSystem fx Tax, Tax Preparation, Tax Returns, Microsoft Word, Microsoft Office, Auditing

Education
University of California, Los Angeles   2007 — 2011
Bachelor of Science, Psychobiology, Minor in Accounting

Mitchell Ito Mitchell Ito Los Angeles, California Details
Mitchell Ito's Rothstein Kass Experience June 2013 - August 2013
Job Tax Associate at PwC
Industry Accounting
Experience
PwC  July 2014 - Present
Los Angeles Sparks  May 2014 - July 2014
Roger CPA Review  September 2013 - May 2014
Rothstein Kass   June 2013 - August 2013
Hancock Real Estate Strategies   June 2012 - August 2012
Halston  May 2012 - August 2012
IMPACT Basketball Academy  May 2011 - August 2011
Golden State Warriors  May 2010 - August 2011
UC Berkeley  June 2008 - August 2010

Skills
Microsoft Office, Basketball Coaching, Group Leadership, Market Research, Marketing Strategy, Analysis, Entrepreneurship, Time Management, Facebook, Budgets, Event Planning, Social Media, Microsoft Excel, Social Networking

Education
University of Southern California   2010 — 2014
Bachelor of Science (B.S.), Accounting, Overall GPA: 3.72- Magna Cum Laude

Marshall School of Business ExCEL Program- Botswana   2012 — 2012

X-Culture International Business Project   2012 — 2013

Kerry Narveson Kerry Narveson Greater Denver Area Details
Kerry Narveson's Rothstein Kass Experience October 2006 - June 2014
Job Senior Audit Manager at KPMG US
Industry Accounting
Experience
KPMG US  October 2014 - Present
KPMG US  July 2014 - October 2014
Rothstein Kass   October 2006 - June 2014

Skills
CPA, GAAP, Internal Controls, SEC filings, US GAAP

Education
University of Colorado at Boulder   2002 — 2006
Bachelor of Science (B.S.), Accounting

Cheng Zhou Cheng Zhou Jersey City, New Jersey Details
Cheng Zhou's Rothstein Kass Experience September 2013 - June 2014
Job Associate Developer at KPMG
Industry Information Technology and Services
Experience
KPMG US  July 2014 - Present
Rothstein Kass   September 2013 - June 2014
Tata Consultancy Services  July 2012 - August 2013
University of Maryland  February 2011 - May 2012
PCTEST Engineering Laboratory, Inc   January 2012 - April 2012

Skills
JavaScript, Java, C#, JDBC, MySQL, .NET, HTML, CSS, Visual Basic, SQL

Education
University of Maryland College Park   2008 — 2012
B.S, Electrical Engineering

Kit Zhu Kit Zhu Denver, Colorado Details
Kit Zhu's Rothstein Kass Experience January 2014 - April 2014
Job Research Assistant at University of Colorado Denver
Industry Accounting
Experience
University of Colorado Denver  January 2015 - Present
Self Employed  May 2008 - Present
Tobin Ruparel Konczak & Mundell   January 2015 - April 2015
Rothstein Kass   January 2014 - April 2014
Explorer Games: Aywas.com   January 2010 - December 2013
CCH, a part of Wolters Kluwer  January 2012 - January 2013
University of Nebraska–Lincoln  August 2008 - November 2010

Skills
Accounting, Art, Digital Illustration, Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Leadership, Public Speaking, Financial Accounting, Individual Taxation, Accounting for Small..., Spreadsheets, Financial Reporting, Financial Analysis, QuickBooks

Education
University of Colorado Denver   2013 — 2015
Master of Science (MS), Accounting, 3.83

University of Nebraska-Lincoln   2008 — 2011
Bachelor of Science (BS), Accounting and Business/Management, 3.25

Chloe Moodley, PCC Chloe Moodley, PCC New York, New York Details
Chloe Moodley, PCC's Rothstein Kass Experience March 2008 - July 2013
Job PwC US Leadership Coaching Center of Excellence
Industry Professional Training & Coaching
Experience
PwC  August 2015 - Present
Michael C. Fina  July 2013 - August 2015
Rothstein Kass   March 2008 - July 2013
TopSurgeons   March 2006 - November 2007
City of Refuge  January 2002 - December 2005

Skills
Employee Engagement, Employee Relations, Talent Management, Performance Management, Human Resources, Leadership Development, Emotional Intelligence, Executive Coaching, Organizational..., Leadership, Team Building, Training, Management, Organizational..., Workshop Facilitation, Organizational Design, Personnel Management, Employee Training, HR Consulting, Career Counseling

Education
Christian Leadership University   2010 — 2013
Doctor of Counseling

CI Graduate School   1995 — 1997
Master of Arts (M.A.), Counseling

University of KwaZulu-Natal   1991 — 1994
Master of Arts (M.A.), Music Theory and Composition

University of KwaZulu-Natal   1985 — 1988
Bachelor of Arts (B.A.), Music Performance, General

Rachel Green Rachel Green Los Angeles, California Details
Rachel Green's Rothstein Kass Experience 2013 - 2013
Job Assurance Associate at PwC
Industry Financial Services
Experience
PwC  January 2015 - Present
UCSB Accounting Association  January 2014 - December 2014
Becker Professional Education  May 2013 - December 2014
PwC  June 2014 - August 2014
UCSB Accounting Association  January 2013 - December 2013
Pura Stainless   October 2012 - May 2013
Ernst & Young  2013 - 2013
PwC  2013 - 2013
KPMG US  2013 - 2013
Rothstein Kass   2013 - 2013

Skills
Accounting, US GAAP, Financial Audits, Microsoft Excel, Financial Analysis, Sarbanes-Oxley Act, Microsoft Word, QuickBooks, Time Management, Customer Service, Spanish-speaking, Invoice Processing, Bank Statements, Bank Reconciliation, Account Reconciliation, Marketing Operations, Phone Etiquette, Email Etiquette, Monthly Closing, Credit Analysis, International Sales, Sales Operations, Manufacturing Operations, Invoicing, Journal Entries, General Ledger, Financial Statements, Accounts Receivable, Spreadsheets, Accounts Payable, Inventory, Bookkeeping, Purchase Orders, Auditing, Investments

Education
University of California, Santa Barbara   2011 — 2014
Bachelor’s Degree, Economics & Accounting

Wendy Levy Wendy Levy New York, New York Details
Wendy Levy's Rothstein Kass Experience April 2011 - June 2014
Job Executive Coordinator, Office of the Global CTO at Capgemini
Industry Accounting
Experience
Capgemini  May 2015 - Present
KPMG  July 2014 - May 2015
Rothstein Kass   April 2011 - June 2014
BDO USA, LLP  June 2004 - March 2011
Brand Sense Marketing   February 2002 - June 2004
Pardee Homes  April 2001 - February 2002

Skills
Management, Outlook, Public Speaking, Event Planning, Report Writing, Office Administration, Teamwork, Customer Experience, Leadership, PowerPoint, Microsoft Excel, Microsoft Word, Photoshop, Microsoft Office, Organization, Typing, Account Management, Customer Service, Filing, Writing, Time Management, Accounting, Business Correspondence, Problem Solving, Research

Education
University of California, San Diego   1996 — 2000
Bachelor's degree, Communication, General

Daisy Chung Daisy Chung San Francisco, California Details
Daisy Chung's Rothstein Kass Experience January 2014 - March 2014
Job Audit Associate at KPMG US
Industry Accounting
Experience
KPMG US  October 2014 - Present
Rothstein Kass   January 2014 - March 2014
Carolyn Howie Boyle's Bookkeeping Service   May 2012 - December 2013
Hall Capital Partner LLC   March 2012 - August 2012

Education
University of San Francisco   2010 — 2013
Bachelor of Science (BS), Accounting

Convent of the Sacred Heart   2006 — 2010

Jennifer Seltzer, CPA Jennifer Seltzer, CPA Greater New York City Area Details
Jennifer Seltzer, CPA's Rothstein Kass Experience November 2011 - June 2014
Job Senior Auditor at KPMG
Industry Accounting
Experience
KPMG  July 2014 - Present
Rothstein Kass   November 2011 - June 2014
Newman & Associates   May 2011 - July 2011
Carr, Riggs & Ingram, LLC   January 2010 - July 2010

Skills
Auditing, Financial Accounting, Financial Reporting, Financial Audits, Accounts Receivable, Cash Management, Consolidation, Private Equity, Financial Statement..., Tax, Variance Analysis

Education
University of Central Florida - College of Business Administration   2010 — 2011
Master of Science, Accounting

University of Florida - Warrington College Of Business   2006 — 2009
Bachelor of Science, Accounting

Lauren (Coate) Allora Lauren (Coate) Allora Greater New York City Area Details
Lauren (Coate) Allora's Rothstein Kass Experience June 2010 - May 2014
Job Vice President at Merrill Lynch
Industry Accounting
Experience
Merrill Lynch  April 2015 - Present
Flynn Family Office (FFO)   June 2014 - March 2015
Rothstein Kass   June 2010 - May 2014

Skills
Wealth Management

Education
UCLA   1998 — 2002
BA, Italian, Business

Kevin Walsh Kevin Walsh Los Angeles, California Details
Kevin Walsh's Rothstein Kass Experience January 2014 - June 2014
Job Analyst at Trinity Capital LLC
Industry Investment Banking
Experience
Trinity Capital LLC  March 2015 - Present
KPMG US  July 2014 - March 2015
Rothstein Kass   January 2014 - June 2014

Skills
Microsoft Excel, Financial Reporting, Financial Analysis, Financial Accounting, Microsoft Word, Accounting, Auditing, Tax, Leadership, Research, PowerPoint, Microsoft Office, Public Speaking, Financial Modeling, Data Analysis, Finance

Education
University of Notre Dame   2009 — 2013
Bachelor of Business Administration (BBA), Accounting

Assumption High School   2005 — 2009

Kathryn Vroom, CPA Kathryn Vroom, CPA San Francisco Bay Area Details
Kathryn Vroom, CPA's Rothstein Kass Experience October 2010 - January 2012
Job Freestyle Capital
Industry Financial Services
Experience
Freestyle Capital   January 2012 - Present
Hospice of Santa Barbara   March 2007 - Present
Rothstein Kass   October 2010 - January 2012
West Coast Asset Management  September 2008 - October 2010
Balance Financial Management  June 2009 - September 2010

Skills
GAAP, Accounting, Financial Accounting, Internal Controls, Auditing, Account Reconciliation, CPA, Finance, Financial Statements, SEC filings, Tax, Financial Analysis, Financial Reporting, Hedge Funds, SEC Filings

Education
UCSD Rady School of Management   2012 — 2015
Master of Business Administration (MBA), MBA Class of 2015

University of California, Santa Barbara   2004 — 2008
Bachelor's, Economics, Accounting, Spanish

Audrey Birkhimer Audrey Birkhimer San Francisco Bay Area Details
Audrey Birkhimer's Rothstein Kass Experience January 2007 - September 2010
Job Tax and Accounting
Industry Accounting
Experience
BPM (Burr Pilger Mayer)   August 2015 - Present
Strand Boyce Associates CPAs   September 2013 - May 2015
DZH Phillips LLP  January 2012 - April 2013
Rothstein Kass   January 2007 - September 2010

Skills
Auditing, Tax, Accounting, GAAP, Partnership Taxation, Tax Research, Tax Accounting, Income Tax, Hedge Funds, Tax Preparation, Corporate Tax, Financial Accounting, Financial Statements, QuickBooks

Education
University of San Francisco   2004 — 2006
BSBA, Accounting

Jay Shepulski Jay Shepulski Greater New York City Area Details
Jay Shepulski's Rothstein Kass Experience October 1998 - June 2014
Job Partner at WithumSmith+Brown
Industry Accounting
Experience
WithumSmith+Brown  July 2014 - Present
Rothstein Kass   October 1998 - June 2014

Education
University of Scranton   1994 — 1998
Bachelor of Science (BS), Accounting

Daniel A. Kirstein, CPA Daniel A. Kirstein, CPA Greater Los Angeles Area Details
Daniel A. Kirstein, CPA's Rothstein Kass Experience October 2007 - October 2012
Job Assistant Controller at DEFY Media
Industry Accounting
Experience
DEFY Media  June 2014 - Present
PwC  October 2012 - June 2014
Rothstein Kass   October 2007 - October 2012

Skills
US GAAP, CPA, Assurance, Financial Statements, Consolidation, ASC 926, Media and Entertainment, Real Estate, Internal Audit, Financial Accounting, Financial Analysis, External Audit

Education
University of California, Santa Barbara
B.A., Economics

University of Sussex
Economics

Philip Barno Philip Barno Greater New York City Area Details
Philip Barno's Rothstein Kass Experience September 2000 - November 2003
Job Controller at Caxton Alternative Management LP
Industry Financial Services
Experience
Caxton Alternative Management LP   January 2012 - Present
Caxton Associates  November 2003 - December 2011
Rothstein Kass   September 2000 - November 2003

Education
University of Delaware   1996 — 2000
Bachelor of Science (B.S.), Accounting

Jamie Panizales Jamie Panizales San Francisco Bay Area Details
Jamie Panizales's Rothstein Kass Experience November 2012 - June 2014
Job Senior Audit Associate at KPMG
Industry Accounting
Experience
KPMG US  July 2014 - Present
Rothstein Kass   November 2012 - June 2014
UC Santa Barbara  July 2011 - June 2012
Law Office of David S. Chesley   June 2009 - September 2009

Skills
Accounting, Financial Reporting, Microsoft Excel, GAAP, CPA, Auditing, Financial Accounting, US GAAP, Income Tax, Investments, Financial Statements, Hedge Funds, Tax, Economics, QuickBooks, Budgets

Education
University of California, Santa Barbara   2010 — 2012
Bachelor of Arts (B.A.), Economics and Accounting

Colegio de las Hijas de Jesus   1996 — 2008

Rebecca Monico, CFA (Borden) Rebecca Monico, CFA (Borden) Cleveland/Akron, Ohio Area Details
Rebecca Monico, CFA (Borden)'s Rothstein Kass Experience January 2007 - April 2007
Job Associate at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets  July 2008 - Present
PricewaterhouseCoopers  May 2007 - July 2007
Rothstein Kass   January 2007 - April 2007

Skills
Equity Capital Markets, Equities, Mergers, Investment Banking, Valuation, Mergers & Acquisitions, Accounting

Education
University of Colorado Boulder - Leeds School of Business   2004 — 2008
B.S., Finance and Accounting

Shawn Henderson Shawn Henderson Rochester, New York Details
Shawn Henderson's Rothstein Kass Experience January 2014 - April 2014
Job Asset Management Intern at KPMG US
Industry Accounting
Experience
KPMG US  January 2015 - April 2015
Rothstein Kass   January 2014 - April 2014

Skills
Tax, ProSystem fx Tax, GoSystem Tax RS

Education
University of Connecticut   2011 — 2016
Accounting

Brighton High School   2008 — 2011

Carrie Collins Carrie Collins Boston, Massachusetts Details
Carrie Collins's Rothstein Kass Experience September 2013 - June 2014
Job Vice President, Finance
Industry Accounting
Experience
Corbelis   October 2014 - Present
JDJ Family Office Services  June 2014 - September 2014
Rothstein Kass   September 2013 - June 2014
Walter & Shuffain, P.C.   August 2010 - September 2013
Canyon Ranch  June 2009 - August 2010
Smith, Watson & Company, LLP   December 2008 - June 2009
Walter & Shuffain, P.C.   September 2006 - December 2008
Brazee & Huban, CPAs   December 2005 - April 2006

Skills
Accounts Payable, Auditing, GAAP, Budgets, Financial Statements, Tax, CPA, Accounting, Accounts Receivable, Payroll, Analysis, Corporate Tax, General Ledger, Tax Returns, Tax Preparation, Financial Reporting

Education
University of Massachusetts, Amherst   2006 — 2007
Master of Science (M.S.), Accounting

University of Massachusetts, Amherst   2004 — 2006
Bachelor of Business Administration (B.B.A.), Accounting

Michael Barton Michael Barton Greater New York City Area Details
Michael Barton's Rothstein Kass Experience January 2013 - November 2014
Job Chief Financial Officer at Goodwin Procter LLP
Industry Accounting
Experience
Goodwin Procter LLP  January 2015 - Present
Rothstein Kass   January 2013 - November 2014
Grant Thornton LLP  August 2007 - December 2012
Grant Thornton LLP  January 2004 - July 2007
Grant Thornton LLP  July 2002 - December 2003
Grant Thornton LLP  March 2000 - July 2002
ICF Kaiser International  1998 - March 2000
Rowan & Blewitt  1990 - 1995

Skills
Financial Reporting, Financial Analysis, Strategic Financial..., Strategic Planning, Financial Modeling, Corporate Finance, Business Process..., Cash Flow Forecasting, M&A experience, Business Analysis, Corporate Tax, Restructuring, Business Intelligence, Capital Budgeting, Enterprise Software, Data Warehousing, Metrics, Talent Management, Valuation, M&A analysis, International Finance, Capital Structure, People Skills, Dashboard, Mergers & Acquisitions, Strategy, M&A Modeling, M&A execution, Financial Systems, International Project..., Master Data Management, Business Intelligence..., Business Process Design, Private Placements, Revolving Lines of..., Capital Projects, Strategic IT Management, ERP Implementations, Financial Software..., CRM Integration, Compensation Structures, SEC filings, Finance, Compensation Structure..., Strategic Investment, Developer of People, Senior Management..., CFOs, COOs

Education
Virginia Polytechnic Institute and State University - Pamplin College of Business   1996 — 1998
MBA, Finance

University of Richmond   1986 — 1990
BA, International Relations

Episcopal High School   1983 — 1986

Brooke Neary, CPA Brooke Neary, CPA Greater New York City Area Details
Brooke Neary, CPA's Rothstein Kass Experience November 2011 - June 2014
Job Senior Accountant at Stelliam Investment Management
Industry Accounting
Experience
Stelliam Investment Management  June 2015 - Present
KPMG US  July 2014 - June 2015
Rothstein Kass   November 2011 - June 2014
Somerset Tire Service  May 2010 - August 2010
Somerset Tire Service  May 2009 - August 2009

Skills
GAAP, CPA, Accounting, Microsoft Excel, Hedge Funds, Financial Analysis, Auditing, Financial Accounting, Financial Statements

Education
University of Miami   2007 — 2010
Bachelor of Business Administration (BBA), Accounting

Shelly Kim Shelly Kim Orange County, California Area Details
Shelly Kim's Rothstein Kass Experience July 2006 - April 2008
Job Accounting & Finance Recruiting
Industry Staffing and Recruiting
Experience
Century Group  August 2015 - Present
KaVo Kerr Group (a Danaher Company)   October 2013 - August 2015
Grifols  April 2010 - October 2013
Rothstein Kass   July 2006 - April 2008

Skills
Recruiting, Technical Recruiting, Talent Mining, Customer Service, Medical Devices, Pharmaceutical Industry, Talent Acquisition, Cross-functional Team..., Hiring, Human Resources, Leadership, Management, Pharmaceutical Sales, Product Launch, SAP, Sales, Sales Operations, Selling, Strategy, Training

Education
University of Southern California
BA, Business, Finance, Organizational Management

Roxana Garcia-Cejia Roxana Garcia-Cejia San Francisco, California Details
Roxana Garcia-Cejia's Rothstein Kass Experience October 2012 - March 2013
Job Senior Assurance Associate at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP  November 2013 - Present
Rothstein Kass   October 2012 - March 2013
UCSB - Housing and Residential Services  October 2009 - March 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Outlook, Access, Go Systems Audit, Citrix, Adobe Acrobat, Customer Service, Spanish, Time Management, PowerPoint

Education
University of California, Santa Barbara   2008 — 2012
Bachelor of Arts (BA), Business Economics with an emphasis in Accounting

Patrick Telford, CPA Patrick Telford, CPA Orange County, California Area Details
Patrick Telford, CPA's Rothstein Kass Experience October 2008 - September 2011
Job Financial Reporting Analyst at Thales
Industry Accounting
Experience
Thales  November 2014 - Present
McGladrey  January 2014 - November 2014
Deloitte  September 2011 - January 2014
Rothstein Kass   October 2008 - September 2011

Skills
Certified Public..., US GAAP, Auditing, Financial Reporting, Internal Controls, Accounting, Financial Accounting, CPA, Financial Statements, External Audit

Education
University of California, Santa Barbara   2005 — 2008
BA, Business Economics

Brian Kantor Brian Kantor Greater New York City Area Details
Brian Kantor's Rothstein Kass Experience November 2009 - November 2011
Job Senior Associate at PwC
Industry Accounting
Experience
PwC  November 2011 - Present
Rothstein Kass   November 2009 - November 2011
Crowe Horwath International - Global Corporate Advisors (GCA)   May 2008 - August 2008

Skills
Asset Management, Accounting, Auditing, Assurance, GAAP, US GAAP, GAAS, Fund Accounting, Financial Reporting, Financial Accounting, Financial Services, Alternative Investments

Education
University of Notre Dame   2005 — 2009
B.B.A., Accountancy

Joe Bailitz Joe Bailitz San Francisco Bay Area Details
Joe Bailitz's Rothstein Kass Experience March 2010 - June 2014
Job Partner at KPMG
Industry Accounting
Experience
KPMG US  July 2014 - Present
Rothstein Kass   March 2010 - June 2014
Ernst & Young  July 2006 - June 2009
Ernst & Young  July 1991 - June 2006

Skills
Private Equity, Venture Capital, SEC reporting, IPO, SOX, GAAP, Real Estate, Investment Advisory, Real Estate Investment, Investments, Asset Management, Audit, Accounting, Mutual Funds, Real Estate Private..., SEC filings, Sarbanes-Oxley Act, Auditing, Hedge Funds, CPA, Assurance, US GAAP

Education
University of Illinois at Urbana-Champaign - College of Business   1987 — 1991
B.S., Accountancy

Michelle Zubke, CPA Michelle Zubke, CPA Greater Denver Area Details
Michelle Zubke, CPA's Rothstein Kass Experience January 2010 - December 2012
Job Senior Manager, Global Tax at TeleTech
Industry Accounting
Experience
TeleTech  December 2012 - Present
Rothstein Kass   January 2010 - December 2012
Liberty Global  July 2008 - August 2008

Skills
Tax Research, Tax Accounting, CPA, Tax Returns, Income Tax, Tax, US GAAP, Partnership Taxation, GAAP, International Tax, SEC Financial Reporting, Statutory Accounting, VAT, Account Reconciliation

Education
University of Denver College of Law   2012 — 2013
Masters of Taxation, Taxation

University of Denver   2005 — 2009
B.S., Accounting

Shawn. Horn Shawn. Horn Greater New York City Area Details
Shawn. Horn's Rothstein Kass Experience 2004 - 2005
Job Vice President at Citi
Industry Accounting
Experience
Citi  September 2014 - Present
Citi  2008 - September 2014
Citi  2004 - 2008
Rothstein Kass   2004 - 2005
Commerce Bank  2003 - 2004

Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Fixed Income, Bloomberg, Fund Accounting, Equities, Fund Administration, Derivatives

Education
University of Scranton   2000 — 2004
BS, Major: Accounting Minor:Finance

Hunterdon Central   1996 — 2000

Elie Kurtz, CPA Elie Kurtz, CPA Greater Los Angeles Area Details
Elie Kurtz, CPA's Rothstein Kass Experience November 2009 - June 2013
Job Audit Senior Manager at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP  July 2015 - Present
BDO USA, LLP  July 2013 - June 2015
Rothstein Kass   November 2009 - June 2013
Gnosiis International   October 2008 - October 2009
Capitol Records  June 2008 - September 2008
Sony Pictures Entertainment  June 2007 - August 2007

Skills
Auditing, Accounting, Financial Statements, Consolidation, GAAP, Financial Reporting, CPA, Financial Accounting, US GAAP, Financial Analysis

Education
University of California, Santa Barbara   2005 — 2009
Bachelors, Business Economics, with an Accounting Emphasis

Brian Veronesi Brian Veronesi Greater Boston Area Details
Brian Veronesi's Rothstein Kass Experience September 2013 - June 2014
Job Client Services Associate at tonneson + co
Industry Accounting
Experience
tonneson + co  September 2015 - Present
JDJ Family Office Services  June 2014 - September 2015
Rothstein Kass   September 2013 - June 2014
Accounting Resources Inc.  August 2011 - September 2013
Allan S. Goodman, Inc. - Rogo Distributors   May 2010 - April 2011
Allan S. Goodman, Inc. - Rogo Distributors   2007 - 2010

Skills
QuickBooks, Microsoft Excel, Financial Reporting, Account Reconciliation, Bank Reconciliation, Journal Entries, Accounting, Tax, Accounts Payable, Time Management, Event Planning

Education
University of New Hampshire   2006 — 2010
Bachelor's degree, Sociology/Business

Ankit Chovatia Ankit Chovatia San Francisco Bay Area Details
Ankit Chovatia's Rothstein Kass Experience November 2010 - June 2014
Job Finance Manager at Makena Capital Management, LLC
Industry Financial Services
Experience
Makena Capital Management, LLC  January 2015 - Present
KPMG US  July 2014 - December 2014
Rothstein Kass   November 2010 - June 2014

Skills
Accounting, Auditing, US GAAP, Internal Controls, Financial Analysis, Hedge Funds, Financial Reporting, Financial Statements, Fund Of Funds, Alternative Investments, GAAP, Leadership, Business Development, Business Planning, Tax, CPA, Financial Accounting

Education
University of San Francisco   2008 — 2010
Business Administration, Accounting, Finance

Jennifer Hase, CPA Jennifer Hase, CPA Fort Collins, Colorado Details
Jennifer Hase, CPA's Rothstein Kass Experience October 2008 - March 2009
Job Assistant Controller at KeyPoint Government Solutions
Industry Accounting
Experience
KeyPoint Government Solutions  July 2015 - Present
Pinnacle Agriculture Holdings, LLC  March 2014 - July 2015
Advanced Energy  September 2011 - March 2014
JBS  May 2010 - September 2011
Country Insurance & Financial Services  July 2009 - May 2010
Rothstein Kass   October 2008 - March 2009

Skills
Financial Reporting, Financial Analysis, Accounting, Internal Controls, Auditing, Strategic Financial..., Tax, General Ledger, Budget, Microsoft Excel, Forecasting, Sarbanes-Oxley Act, Financial Accounting, US GAAP, GAAP, Financial Statements, CPA, Process Improvement, Consolidation, Tax Preparation, Financial Modeling, Account Reconciliation, Accounts Payable, Accounts Receivable, Finance, Microsoft Word, Microsoft Office, Variance Analysis, SAP, SEC filings, PowerPoint, Customer Service, Journal Entries, Insurance, Revenue Recognition, Cash Management, PeopleSoft, Bookkeeping, Analysis, Tax Research, External Audit, ERP, Mergers, Business Process..., Accruals, Cash Flow Forecasting, Fixed Assets, Sarbanes-Oxley, Managerial Finance, Budgets

Education
University of Northern Colorado   2006 — 2008
Bachelor of Science, Business Administration - Accounting

Northeastern Junior College   2005 — 2006
Associate of Science, Business

Jacob Wiskel Jacob Wiskel San Francisco Bay Area Details
Jacob Wiskel's Rothstein Kass Experience October 2012 - June 2014
Job Senior Audit Associate at KPMG US
Industry Accounting
Experience
KPMG US  July 2014 - Present
Rothstein Kass   October 2012 - June 2014
UCSB Ice Hockey   March 2010 - January 2012
Alpha Tau Omega Fraternity  November 2009 - November 2010
Rothstein Kass   June 2010 - June 2010
Fujitsu  June 2009 - September 2009

Skills
Financial Analysis, Budgets, Hedge Funds, Investment Valuation, Accounting, Microsoft Office, Excel, Auditing, Alternative Investments, Microsoft Excel, Financial Services, Investments, CPA, Corporate Finance, Financial Accounting, Finance, Financial Statements, Financial Modeling, Accounts Payable

Education
University of California, Santa Barbara   2008 — 2012
Bachelor of Arts (B.A.), Business Economics, Spanish Minor

San Ramon Valley High School   2004 — 2008

Mayra Moreno Mayra Moreno Los Angeles, California Details
Mayra Moreno's Rothstein Kass Experience November 2012 - June 2014
Job Senior Audit Associate at KPMG LLP
Industry Accounting
Experience
KPMG US  July 2014 - Present
Rothstein Kass   November 2012 - June 2014

Education
University of California, Santa Barbara   2008 — 2012
Bachelor of Arts (B.A.), Economics and Accounting

Sally Lu Sally Lu Greater Los Angeles Area Details
Sally Lu's Rothstein Kass Experience June 2012 - August 2012
Job Senior Tax Accountant at EY
Industry Accounting
Experience
EY  October 2015 - Present
EY  January 2014 - October 2015
Cathay Bank  July 2013 - December 2013
UC Santa Barbara  September 2012 - June 2013
Becker Professional Education  April 2012 - June 2013
UC Santa Barbara  March 2012 - June 2013
UC Santa Barbara  January 2011 - June 2013
Boys and Girls Clubs of America  September 2012 - December 2012
Rothstein Kass   June 2012 - August 2012

Skills
Microsoft Office, Chinese, PowerPoint, Microsoft Excel, Research, Event Planning, Facebook, Customer Service, Accounting, Teamwork, Financial Analysis, Financial Accounting

Education
UC Santa Barbara   2009 — 2013
Bachelor of Arts (B.A.), Economics & Accounting

Adam Zoucha Adam Zoucha Greater Los Angeles Area Details
Adam Zoucha's Rothstein Kass Experience June 2011 - June 2011
Job Business Development Representative at FloQast
Industry Computer Software
Experience
FloQast  February 2015 - Present
Deloitte  September 2013 - February 2015
University of Southern California  June 2012 - May 2013
University of Southern California  August 2008 - May 2012
Inventor Labs   May 2011 - August 2011
Rothstein Kass   June 2011 - June 2011
Northwestern Mutual  May 2010 - August 2010
Foundation for Cross Connection Control USC   February 2010 - June 2010
Industrial Plumbing Supply   December 2008 - August 2009

Skills
Audit Software, Monthly Close Process, Year-end Close, SOX 404, Competitive Analysis, Leadership, Finance, CPA, Marketing, Start-ups, Research, Account Management, QuickBooks, Public Speaking, Sales, Analysis, Social Media, Business Development, Cold Calling, Accounting, WebEx, Direct Sales, Financial Modeling, Police Instruction, Microsoft Excel, Microsoft Office

Education
University of Southern California   2012 — 2013
Master's of Accounting Audit, Accounting and Finance, Graduate

University of Southern California - Marshall School of Business   2008 — 2012
BS, Business Administration and Management, General

Ashley Laurens, CPA Ashley Laurens, CPA Los Angeles, California Details
Ashley Laurens, CPA's Rothstein Kass Experience November 2010 - June 2014
Job Manager at KPMG
Industry Accounting
Experience
KPMG US  July 2014 - Present
Rothstein Kass   November 2010 - June 2014
Noodle Head, Inc.   June 2009 - September 2010
Princess Cruises  June 2008 - August 2008

Skills
Microsoft Excel, Microsoft Word, CCH ProSystem fx, Citrix, Hedge Funds, Fund Of Funds, Offshore Funds, Equity Derivatives

Education
University of California, Santa Barbara   2006 — 2010
Bachelor of Arts (B.A.), Accounting

Meline Navasardyan Meline Navasardyan Greater Los Angeles Area Details
Meline Navasardyan's Rothstein Kass Experience November 2009 - November 2013
Job Auditor at PwC
Industry Accounting
Experience
PwC  December 2013 - Present
Rothstein Kass   November 2009 - November 2013
Kayne Anderson Capital Advisors  May 2008 - September 2008

Education
University of Southern California
B.S., Accounting

Kyle Clark, CPA Kyle Clark, CPA San Francisco Bay Area Details
Kyle Clark, CPA's Rothstein Kass Experience September 2012 - June 2014
Job Audit Manager at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP  April 2015 - Present
Agile Hedge Solutions   October 2014 - March 2015
KPMG US  July 2014 - September 2014
Rothstein Kass   September 2012 - June 2014
Rothstein Kass   November 2010 - September 2012
Environmental Chemical Corporation  June 2008 - September 2008

Skills
Hedge Funds, Valuation, US GAAP, Allocations, Fund Of Funds, Financial Statements, GAAP, Accounting, Investments, CPA

Education
University of California, Santa Barbara   2006 — 2010
B.A., Business Economics Emphasis in Accounting

Cindy Liu, CPA Cindy Liu, CPA Dallas/Fort Worth Area Details
Cindy Liu, CPA's Rothstein Kass Experience November 2010 - May 2014
Job Lantern Asset Management, LP
Industry Financial Services
Experience
Lantern Asset Management, LP   May 2014 - Present
Rothstein Kass   November 2010 - May 2014
Kayne Anderson Capital Advisors  April 2009 - June 2010
Lowe Enterprises  June 2008 - March 2009

Skills
Accounting, GAAP, Financial Accounting, Financial Reporting, Auditing, CPA, Financial Statements, Internal Controls, Fund Of Funds, Venture Capital, Hedge Funds

Education
University of California, Los Angeles   2006 — 2010
Bachelor's degree, Business Economics, Accounting Minor

Mallory McCool Mallory McCool Greater Los Angeles Area Details
Mallory McCool's Rothstein Kass Experience January 2014 - April 2014
Job Audit Associate at Deloitte
Industry Accounting
Experience
Deloitte  September 2014 - Present
Rothstein Kass   January 2014 - April 2014
Wedbush Securities  May 2013 - September 2013

Education
University of California, Santa Barbara   2009 — 2013
Bachelor of Arts (B.A.), Economics and Accounting

Heather Nordstrom, CPA Heather Nordstrom, CPA Denver, Colorado Details
Heather Nordstrom, CPA's Rothstein Kass Experience January 2011 - March 2011
Job Internal Auditor at Leprino Foods
Industry Accounting
Experience
Leprino Foods  July 2015 - Present
Ultra Petroleum  April 2014 - July 2015
Deloitte  September 2012 - April 2014
Rothstein Kass   January 2011 - March 2011
Premier Members Federal Credit Union  July 2009 - December 2010

Skills
Auditing, Income Tax, Financial Accounting, Accounting, Financial Statements, Cash Flow

Education
University of Colorado Boulder - Leeds School of Business   2007 — 2012
Concurrent Bachelor/Master of Science, Accounting

Allison Rieders, CPA Allison Rieders, CPA Greater New York City Area Details
Allison Rieders, CPA's Rothstein Kass Experience October 2012 - June 2014
Job Fund Accountant, Centerbridge Partners
Industry Accounting
Experience
Centerbridge Partners  July 2015 - Present
KPMG US  July 2014 - July 2015
Rothstein Kass   October 2012 - June 2014
University of Florida  March 2009 - April 2012
Masa Israel Journey  August 2009 - June 2010

Skills
Auditing, Financial Reporting, Financial Services, Financial Statements, Financial Accounting, US GAAP, Valuation, Leadership, GAAP, Accounting, Internal Controls, Sarbanes-Oxley Act, Hedge Funds, SEC filings

Education
University of Florida - Fisher School of Accounting   2008 — 2012
Master's degree, Accounting

University of Florida - Warrington College Of Business   2008 — 2012
Bachelor's degree, Accounting

Isaac Lin Isaac Lin Greater Los Angeles Area Details
Isaac Lin's Rothstein Kass Experience January 2014 - March 2014
Job Tax Associate at KPMG US
Industry Accounting
Experience
KPMG US  October 2014 - Present
Rothstein Kass   January 2014 - March 2014
PwC  July 2013 - August 2013

Skills
Accounting, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, QuickBooks, Financial Accounting, Tax, Teamwork, Financial Reporting

Education
University of California, Irvine - The Paul Merage School of Business   2013 — 2014
Master of Professional Accountancy

University of California, Irvine - The Paul Merage School of Business   2009 — 2013
Bachelor of Arts (B.A.), Business Administration

Eli Weintraub Eli Weintraub Greater New York City Area Details
Eli Weintraub's Rothstein Kass Experience January 2014 - March 2014
Job Assurance Associate at PwC
Industry Accounting
Experience
PwC  August 2014 - Present
Rothstein Kass   January 2014 - March 2014
UBS Financial Services Inc  June 2011 - May 2012
U. David Weintraub Advisory, LLC   May 2010 - June 2011
Special Care for Families and Children's Services Inc   September 2010 - December 2010
OU Yachad   June 2010 - July 2010
OU Yachad   June 2009 - August 2009
OHEL Children's Home and Family Services  December 2007 - June 2009
OU Yachad   November 2008 - May 2009
Camp Mesorah  July 2008 - August 2008

Skills
Financial Modeling, Real Estate, Teaching, Management, Microsoft Word, Outlook, Adolescents, Wealth Management, Customer Service, English, Financial Analysis, Portfolio Management, Microsoft Excel, Public Speaking, Leadership Development, Teamwork, Microsoft Office, Program Development, Internal Controls, Community Outreach, Corporate Finance, Windows, Team Leadership, Mutual Funds, PowerPoint, Asset Allocation, Recruiting, Bloomberg Terminal, Social Networking, Social Media, Asset Management, Strategic Planning, Policy Analysis, Event Planning, Social Skills, Editing, Public Relations, Facebook, Bloomberg, Investments, Capital Markets, Fundraising, Leadership, Analysis, Access, Nonprofits, QuickBooks, Budgets, Accounting, Equities

Education
City University of New York-Queens College   2009 — 2013
Accounting, Minor: (Honors) Business and Liberal Arts & Economics

University of Melbourne   2012 — 2012
Exchange Student

Christopher R. Tambasco, CPA Christopher R. Tambasco, CPA Greater Boston Area Details
Christopher R. Tambasco, CPA's Rothstein Kass Experience August 2012 - July 2013
Job Manager at NorthStar Advisors LLC
Industry Financial Services
Experience
NorthStar Advisors LLC   February 2015 - Present
OneVision Resources  July 2013 - January 2015
Rothstein Kass   August 2012 - July 2013
JDJ Resources  January 2009 - August 2012
JDJ Resources  June 2007 - January 2009
Samet & Company  June 2005 - June 2007

Skills
Tax Preparation, Accounting, High Net Worth..., Financial Reporting, Account Reconciliation, Strategic Financial..., Financial Accounting, Accounts Receivable, Tax, Bookkeeping, Income Tax, Investments, Estate Planning, Budgets, Finance, Management, Financial Planning

Education
University of Massachusetts, Amherst   2001 — 2005
Bachelor Degree, Accounting

Joe Romano Joe Romano Greater New York City Area Details
Joe Romano's Rothstein Kass Experience September 2011 - Present
Job Property Financial Analyst at Vornado Realty Trust
Industry Accounting
Experience
Vornado Realty Trust  January 2015 - Present
Rothstein Kass   September 2011 - Present
KPMG US  July 2014 - December 2014
Ferrioli, Wielkotz, Cerullo, & Cuva   June 2009 - December 2010

Skills
Financial Accounting, Accounting, Financial Reporting, US GAAP, Internal Audit, Management, Due Diligence, Auditing, Access, General Ledger, Microsoft Excel, Forecasting, GAAP, Financial Analysis, Valuation, Internal Controls, Microsoft Office, Budgets, SEC filings, Account Reconciliation, External Audit, Variance Analysis, Analysis, Tax, Sarbanes-Oxley Act, Strategy, Leadership, Outlook, Financial Statements, Finance, Microsoft Word, Income Tax, Tax Accounting, Corporate Tax, Corporate Finance, Assurance, Financial Modeling, PowerPoint, Strategic Financial..., Tax Preparation, CPA

Education
University of Scranton   2005 — 2009
"BS", Accounting

Jamie Ruane Jamie Ruane Greater New York City Area Details
Jamie Ruane's Rothstein Kass Experience September 2002 - 2005
Job Vice President at Citi Hedge Fund Services NA
Industry Financial Services
Experience
Citi  2007 - Present
BNY Mellon  2007 - 2007
BISYS Fund Services  2005 - 2007
Rothstein Kass   September 2002 - 2005

Skills
Fund Accounting, Investor Relations, Investor Reporting, Hedge Funds, Alternative Investments, Fund Of Funds, Fund Administration, Securities, Investments, Financial Services, Private Equity, Equities

Education
University of Scranton   1998 — 2002
Bachelor of Science (BS), Accounting

Timothy Tyrrell, CPA Timothy Tyrrell, CPA Nutley, New Jersey Details
Timothy Tyrrell, CPA's Rothstein Kass Experience October 2006 - February 2014
Job Manager at SS&C Technologies
Industry Accounting
Experience
SS&C Technologies  September 2014 - Present
Conifer Financial Services  February 2014 - September 2014
Rothstein Kass   October 2006 - February 2014

Skills
Hedge Funds, Financial Reporting, Derivatives, Accounting, Financial Accounting, GAAP, CPA

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

Jeffrey Eller Jeffrey Eller New York, New York Details
Jeffrey Eller's Rothstein Kass Experience January 2013 - April 2013
Job Underwriting Analyst at Merchant Cash and Capital LLC
Industry Financial Services
Experience
Merchant Cash and Capital LLC  September 2014 - Present
CohnReznick LLP  December 2013 - April 2014
Related Companies  September 2013 - November 2013
Rothstein Kass   January 2013 - April 2013
GoldenTree Asset Management  June 2011 - July 2011

Skills
Microsoft Excel, Accounting, Analysis, Data Analysis, Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Financial Analysis, Investments, Access, Management, Outlook, Research, Financial Reporting, Sales, Budgets, Leadership, Finance, Internal Controls, Equities, Financial Services

Education
University of Delaware   2007 — 2012
B.S, Accounting and Finance

University of Delaware - Lerner College of Business and Economics   2007 — 2011
B.S., Finance and Accounting

Brian Lopes Brian Lopes New York, New York Details
Brian Lopes's Rothstein Kass Experience June 2013 - August 2013
Job Associate at KPMG US
Industry Accounting
Experience
KPMG US  October 2014 - Present
University of Scranton  September 2010 - June 2014
Rothstein Kass   June 2013 - August 2013

Skills
Accounting, Microsoft Excel, Finance, Microsoft Word, Microsoft Office, Investments, Bloomberg Terminal, Taxations, Financial Analysis, Social Networking, Public Speaking

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

Red Bank Catholic   2006 — 2010

Derek Woznicki, CPA Derek Woznicki, CPA Chicago, Illinois Details
Derek Woznicki, CPA's Rothstein Kass Experience November 2010 - August 2012
Job Fund Controller at Standish Management, LLC
Industry Accounting
Experience
Standish Management, LLC  October 2014 - Present
Fortress Investment Group  August 2012 - September 2014
Rothstein Kass   November 2010 - August 2012
University of Notre Dame  May 2006 - August 2010

Skills
Investments, Investment Banking, Private Equity, GAAP, Accounting, Financial Statements, Cash Flow Forecasting, Financial Reporting, US GAAP, SEC filings, Cash Flow, Financial Modeling

Education
University of Notre Dame - Mendoza College of Business   2009 — 2010
MSA, Accountancy-Tax Services

University of Notre Dame   2005 — 2009
BBA, Accountancy, Spanish

Sid Jain Sid Jain Greater Los Angeles Area Details
Sid Jain's Rothstein Kass Experience February 2014 - June 2014
Job Tax Associate at KPMG
Industry Accounting
Experience
KPMG US  July 2014 - Present
Rothstein Kass   February 2014 - June 2014
Eadie and Payne, LLP  August 2012 - January 2014
R.A. Bianchi & Associates   January 2012 - April 2012
Positive Investments   May 2010 - January 2012
The Black Voice News   January 2009 - March 2010

Education
University of California, Riverside   2006 — 2010
B.S, Business Administration; AccountingCore Business

Kelly Loughney Kelly Loughney Greater New York City Area Details
Kelly Loughney's Rothstein Kass Experience October 2007 - July 2010
Job Senior Associate at McGladrey
Industry Accounting
Experience
McGladrey  January 2015 - Present
Farkouh, Furman & Faccio   October 2013 - June 2014
EisnerAmper LLP  January 2011 - April 2013
Rothstein Kass   October 2007 - July 2010

Skills
GAAP, Accounting, Auditing, Financial Reporting, Financial Accounting, Financial Statements, Internal Audit, Financial Audits, Fund Accounting, Financial Analysis, Fund Of Funds, Hedge Funds, Due Diligence, Valuation, US GAAP, Account Reconciliation

Education
University of Scranton   2003 — 2007
B.S, Accounting

Peter Hanselmann, CPA Peter Hanselmann, CPA Chicago, Illinois Details
Peter Hanselmann, CPA's Rothstein Kass Experience November 2011 - June 2013
Job Senior Consultant, Officer at Northern Trust Corporation
Industry Accounting
Experience
Northern Trust Corporation  January 2015 - Present
ADW Capital   August 2014 - November 2014
Aksia  July 2013 - August 2014
Rothstein Kass   November 2011 - June 2013

Skills
Auditing, GAAP, Financial Reporting, Internal Controls, Financial Modeling, Microsoft Excel, Hedge Funds, Financial Services, Alternative Investments, External Audit, Financial Statements, Fund Of Funds, Economics, Due Diligence, Finance, Financial Analysis, Private Equity, Accounting, US GAAP, Valuation, Investments, Assurance, Financial Accounting, CPA

Education
University of Notre Dame   2010 — 2011
Master of Science in Accountancy, Financial Reporting and Assurance

University of Notre Dame   2006 — 2010
Bachelor of Business Administration (BBA), Accountancy, Economics

David Lerner David Lerner Greater New York City Area Details
David Lerner's Rothstein Kass Experience June 2012 - August 2012
Job Financial Services Assurance Associate at EY
Industry Accounting
Experience
EY  September 2013 - Present
Rothstein Kass   June 2012 - August 2012
New York City Police Department  June 2011 - August 2011

Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Social Media, Outlook, Research, Data Analysis, Facebook, GoSystems, Citrix, CCH

Education
University of Illinois at Urbana-Champaign   2012 — 2013
Master of Accounting Science, Accounting

University of Illinois at Urbana-Champaign - College of Business   2008 — 2012
Bachelor's degree, Accounting

livingston high

Douglas Walck Douglas Walck Greater New York City Area Details
Douglas Walck's Rothstein Kass Experience October 2010 - June 2014
Job Manager – Accounting and Operations at Destrier Capital Management
Industry Investment Management
Experience
Destrier Capital Management   July 2015 - Present
KPMG US  July 2014 - July 2015
Rothstein Kass   October 2010 - June 2014

Skills
Accounting, CPA, Financial Accounting, Financial Reporting, US GAAP, GAAP, Auditing, Financial Analysis, Microsoft Excel

Education
University of Richmond   2009 — 2010
MSA, Accounting

University of Richmond   2005 — 2009
BSBA, Accounting, Marketing

Jose Sambade Jose Sambade Raleigh-Durham, North Carolina Area Details
Jose Sambade's Rothstein Kass Experience July 2010 - April 2013
Job Sr Consultant Insight Consulting Services, MS SQL Server
Industry Information Technology and Services
Experience
Insight  April 2013 - Present
Rothstein Kass   July 2010 - April 2013
Macy's  April 2008 - July 2010
Tower Group Companies  March 2004 - April 2008
Tri-Mar Consulting, Inc   2003 - 2004

Skills
SSIS, SSRS, T-SQL, Microsoft SQL Server, SharePoint, Databases, SQL, Business Intelligence, Data Warehousing, Disaster Recovery, Database Design, Windows Server, Data Modeling, Business Analysis, VMware, SDLC, ETL, Integration, Web Services, IT Management, Software Development, Requirements Analysis, IIS, Visio

Education
University of Phoenix   2003 — 2005
MS, Computer Information Systems

University of North Carolina School of the Arts   1992 — 1996
BFA, Technical Theater

Matt Wiszynski Matt Wiszynski Greater Denver Area Details
Matt Wiszynski's Rothstein Kass Experience November 2011 - June 2014
Job Senior Accountant at Brinkman Partners
Industry Accounting
Experience
Brinkman Partners  December 2014 - Present
KPMG  July 2014 - October 2014
Rothstein Kass   November 2011 - June 2014
U.S. Army NATO   January 2007 - December 2010
2d Infantry Division, U.S. Army   July 2004 - December 2006

Skills
Accounting, Financial Reporting, US GAAP, Auditing, CCH ProSystem fx, Microsoft Office, Financial Statement..., Private Equity, SEC filings, Broker-Dealer, Defined Contribution, Defined Benefit, Financial Accounting, Human Resources, Microsoft Excel, Financial Analysis, Financial Statements, Cost Accounting

Education
University of Maryland University College   2007 — 2011
B.S., Accounting

Virginia Polytechnic Institute and State University   2000 — 2004
Political Science with concentration in Legal Studies

West Essex Regional High School   1996 — 2000
High School Diploma

Angela Zheng, CPA, MAc. Angela Zheng, CPA, MAc. Greater Los Angeles Area Details
Angela Zheng, CPA, MAc.'s Rothstein Kass Experience January 2008 - January 2013
Job Tax Manager
Industry Accounting
Experience
HCVT  February 2013 - June 2015
Rothstein Kass   January 2008 - January 2013
HCVT  January 2006 - January 2008

Skills
Tax, Partnership Taxation, Tax Accounting, Tax Research, Income Tax, Tax Returns, US GAAP, Tax Compliance, Tax Preparation, Corporate Tax, Tax Advisory, Tax Law

Education
University of Iowa   2002 — 2004
MAc.

Brian Sleece Brian Sleece Charlotte, North Carolina Area Details
Brian Sleece's Rothstein Kass Experience 2005 - 2008
Job Recruiting Manager (Accounting & Finance) at Sherpa
Industry Accounting
Experience
Sherpa  January 2014 - Present
The Gotham Search Group   2012 - 2013
Palantir Associates(Spinoff of Rothstein Kass Executive Search)   2008 - 2012
Rothstein Kass   2005 - 2008
Suburban Propane  2002 - 2004

Skills
Private Equity, Investment Banking, Hedge Funds, Accounting, Financial Services, Cash Management, Temporary Placement, Marketing, Financial Reporting, Networking, Equities, CPA, Tax, Financial Analysis, Financial Recruiting, Recruiting

Education
University of Rhode Island   1997 — 2001
Management, Management

Steve Necel Steve Necel Greater New York City Area Details
Steve Necel's Rothstein Kass Experience 2002 - 2004
Job Controller at Marlowe Partners LP
Industry Accounting
Experience
Marlowe Partners LP   February 2014 - Present
IFS International Funds Services (NA) LLC   April 2011 - September 2012
Condor Capital Holdings LLC   July 2010 - April 2011
Oikos Advisors LLC   December 2009 - July 2010
Avenue Capital Group  2004 - August 2009
Rothstein Kass   2002 - 2004

Skills
US GAAP, Private Equity, IFRS, GAAP, Fund Of Funds, VBA, Distressed Debt, Derivatives

Education
University of Richmond   1998 — 2002
BSBA, Accounting

Amy Bloom Amy Bloom Greater New York City Area Details
Amy Bloom's Rothstein Kass Experience January 2011 - January 2014
Job Senior Tax Manager at UHY LLP
Industry Accounting
Experience
UHY LLP  February 2014 - Present
Rothstein Kass   January 2011 - January 2014
CBIZ MHM, LLC (FKA: Mahoney Cohen & Company)   August 2007 - January 2011
CBIZ MHM LLC (FKA: Mahoney Cohen & Company)   August 2003 - August 2007
Ernst & Young  September 2001 - August 2003

Skills
Tax Returns, Partnerships, Corporations, tax due diligence, Tax Research, High Net Worth..., Foreign Compliance, CPA, S corporations

Education
University of North Carolina at Chapel Hill   1996 — 2001
MAC, Taxation

University of North Carolina at Chapel Hill - Kenan-Flagler Business School   1996 — 2001
BSBA, Business

Liz Renda Liz Renda Scranton, Pennsylvania Area Details
Liz Renda's Rothstein Kass Experience August 2003 - December 2004
Job Director of Finance at Johnson College
Industry Accounting
Experience
Johnson College  November 2011 - Present
Scranton Parking Authority   November 2008 - November 2011
CPG International  March 2006 - 2008
Parente Randolph  December 2004 - March 2006
Rothstein Kass   August 2003 - December 2004

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

Education
University of Scranton   1999 — 2003
Bach Science, Accounting

Scranton Preparatory School   1995 — 1999

Ken Eagle Ken Eagle Greater New York City Area Details
Ken Eagle's Rothstein Kass Experience 1999 - 2005
Job Principal and Controller at KKR Prisma
Industry Financial Services
Experience
KKR  August 2005 - Present
Rothstein Kass   1999 - 2005

Skills
Fund Of Funds, Hedge Funds, Alternative Investments, Fund Accounting, CPA, Accounting, Asset Allocation, Asset Management, Bloomberg, Capital Markets, Derivatives, Equities, Due Diligence, Financial Services, Financial Modeling, Fixed Income, GAAP, Corporate Finance, Financial Statements, High Net Worth..., Investment Banking, Investments, Investor Relations, Mutual Funds, Options, Partnership Taxation, SEC filings, Securities, Tax, US GAAP, Valuation

Education
University of Delaware
Bachelor of Science (BS), Accounting

Richard Bloom Richard Bloom Greater New York City Area Details
Richard Bloom's Rothstein Kass Experience July 2009 - January 2014
Job Partner | Private Client Services | Trust and Estates | WeiserMazars LLP
Industry Financial Services
Experience
WeiserMazars LLP  January 2014 - Present
Rothstein Kass   July 2009 - January 2014
Wilmington Family Office   July 2006 - June 2009
Deutsche Bank  July 2004 - June 2006
KPMG  1987 - 2004
KPMG Peat Marwick  1987 - 2004

Skills
Tax, Corporate Tax, Income Tax, Trusts, Tax Accounting, Partnership Taxation, CPA, Tax Research, Tax Advisory, High Net Worth..., Tax Returns, International Tax, Tax Preparation, Tax Law, Estate Law, Financial Planning

Education
University of Delaware   1983 — 1987
Bachelor of Science, Accounting

Manalapan High School

Steve Gannalo, CPA Steve Gannalo, CPA New York, New York Details
Steve Gannalo, CPA's Rothstein Kass Experience October 2008 - December 2011
Job Assistant Fund Controller at The Raine Group
Industry Accounting
Experience
The Raine Group  November 2014 - Present
Fortress Investment Group  January 2012 - October 2014
Rothstein Kass   October 2008 - December 2011

Skills
Hedge Funds, Auditing, Accounting, CPA, US GAAP, Financial Analysis, Financial Reporting, Internal Controls, Financial Modeling, Financial Accounting, Private Equity, Financial Statements, Fund Accounting, GAAP, Financial Services

Education
University of Richmond - Robins School of Business   2004 — 2008
BA in Leadership Studies, Double Major in Leadership Studies and Accounting

Peter Choe Peter Choe Newport Beach, California Details
Peter Choe's Rothstein Kass Experience August 2003 - July 2010
Job Controller at MIG Capital
Industry Investment Management
Experience
MIG Capital   February 2014 - Present
Cornerstone Acquisition & Management Company   December 2012 - January 2014
MIG Capital   May 2012 - January 2013
Carmel Capital Partners   November 2010 - May 2012
Rothstein Kass   August 2003 - July 2010
Allen, Haight & Monaghan LLP   2001 - 2003
Grobstein, Horwath & Company LLP   1996 - 2001

Skills
Accounting, Hedge Funds, Auditing

Education
University of California, Los Angeles   1986 — 1992
Bachelor of Arts (B.A.), Economics

Helen Bi Helen Bi United States Details
Helen Bi's Rothstein Kass Experience January 2007 - January 2009
Job Auditor at Alameda County
Industry Financial Services
Experience
Alameda County  February 2015 - Present
Glass, Lewis & Co.   February 2014 - December 2014
Glass, Lewis & Co.   October 2009 - February 2014
Rothstein Kass   January 2007 - January 2009
University of San Francisco  October 2004 - June 2006

Skills
Accounting, GAAP, Financial Reporting, Auditing, Financial Accounting, Financial Analysis, Tax, Hedge Funds, Microsoft Excel, QuickBooks, Internal Controls, Microsoft Office, Access, Financial Statement...

Education
University of San Francisco   2002 — 2006
Bachelor's of Science, Business Administration with an emphasis in Accounting

Vinny Lenza Vinny Lenza Greater New York City Area Details
Vinny Lenza's Rothstein Kass Experience November 2005 - August 2008
Job Assistant Controller at GoldenTree Asset Management LP
Industry Accounting
Experience
GoldenTree Asset Management  August 2008 - Present
Rothstein Kass   November 2005 - August 2008

Skills
Accounting, Alternative Investments, Asset Management, Auditing, Financial Accounting, Fund Of Funds, GAAP, Hedge Funds, Internal Controls, Microsoft Office, Private Equity, SEC filings

Education
University of Delaware   1998 — 2002

Andrew de Montille Andrew de Montille Greater New York City Area Details
Andrew de Montille's Rothstein Kass Experience April 2009 - January 2013
Job Partner and COO at Worth Venture Partners
Industry Management Consulting
Experience
Worth Venture Partners, LLC   January 2013 - Present
The Intaba Group LLC   January 2009 - Present
Rothstein Kass   April 2009 - January 2013
Catalpa Capital LLC   March 2007 - January 2009
Lehman Brothers  June 2003 - March 2007

Skills
Hedge Funds, Private Equity, Alternative Investments, Venture Capital, Due Diligence, Equities, Asset Management, Investments, Financial Modeling, Capital Markets, Financial Analysis, Fixed Income, Derivatives, Investor Relations, Portfolio Management, Start-ups, Fund Of Funds, Strategy, Business Strategy, Financial Reporting, Investment Management, Business Valuation, Mergers, Risk Management, Entrepreneurship, SEC filings, Valuation, Mergers & Acquisitions, Project Management, Asset Managment, Accounting, Investment Banking, Strategic Planning

Education
University of Pennsylvania   2000 — 2004
Bachelor of Science, Computer and Telecommunications Engineering

Vivian F. Lee Vivian F. Lee Greater Los Angeles Area Details
Vivian F. Lee's Rothstein Kass Experience January 2010 - September 2011
Job Tax Manager at Reliance Steel & Aluminum
Industry Accounting
Experience
Reliance Steel & Aluminum  October 2011 - Present
Rothstein Kass   January 2010 - September 2011
Castle & Cooke  May 2009 - September 2009
KPMG LLP  May 2007 - April 2009
Reznick Group  September 2005 - April 2007
Tarpley & Under wood, PC   May 2004 - August 2004

Education
University of Georgia - Terry College of Business   2000 — 2005
MAcc & BBA, Accounting - Taxation

Candice Tran Candice Tran Greater Denver Area Details
Candice Tran's Rothstein Kass Experience December 2011 - Present
Job Executive Assistant at Rothstein Kass
Industry Accounting
Experience
Rothstein Kass   December 2011 - Present
Publication Printers Corp.   July 2007 - November 2011
O'Connor Graphic Design   March 2006 - May 2007

Skills
Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Telecommunications, Marketing, Troubleshooting, Customer Service, Marketing Strategy, Management, Marketing Communications, Photoshop, Outlook, Account Management, Windows, Microsoft Word, Process Improvement, Advertising, Accounting

Education
University of Colorado at Denver   2002 — 2006
Bachelor of Arts (B.A.), Communication and Media Studies

Charles Vartanian, CPA Charles Vartanian, CPA Greater Los Angeles Area Details
Charles Vartanian, CPA's Rothstein Kass Experience October 2007 - 2013
Job supervising senior associate at Rothstein Kass
Industry Accounting
Experience
Standish Management, LLC  2013 - Present
Rothstein Kass   October 2007 - 2013
UCSB  2006 - 2007

Skills
Hedge Funds, Private Equity, Accounting, Fund Of Funds, Audit, Alternative Investments, Auditing

Education
University of California, Santa Barbara   2003 — 2007
BA, Business/Economics emphasis in Accounting

Randy Serif Rende Randy Serif Rende Greater Los Angeles Area Details
Randy Serif Rende's Rothstein Kass Experience January 2008 - November 2008
Job at ABM Industries
Industry Accounting
Experience
ASR Construction Co.   May 2013 - Present
ABM Parking   January 2009 - April 2013
Rothstein Kass   January 2008 - November 2008

Skills
General Ledger, SOX, Microsoft Office, JD Edwards, Financial Analysis, CPA Candidate

Education
University of California, Santa Barbara   2006 — 2007
BA, Business Economics

Eric Fouche Eric Fouche Greater New York City Area Details
Eric Fouche's Rothstein Kass Experience April 2011 - Present
Job Associate Active Directory and Messaging Services at KPMG US
Industry Accounting
Experience
KPMG US  July 2014 - Present
Rothstein Kass   April 2011 - Present
New Horizons Computer Learning Centers - 5 Point Enterprises   August 2009 - January 2011
New Horizons CLC  April 2005 - August 2009
New Horizons Computer Learning Centers - Ohio Valley   October 2003 - April 2005
Tender Mercies, Inc  1993 - August 2000

Skills
SharePoint, Active Directory, Windows Server, Information Technology, Training, Disaster Recovery, VMware, Microsoft Office, Windows, Troubleshooting, Process Improvement, Windows 7, Access, Project Management, Team Leadership, Network Administration, Customer Service, Leadership, Management, Network Security, Security, Software Documentation, Web Design, Team Building

Education
University of Cincinnati   1987 — 1992
BA, Psychology

Cindy Fan, CPA Cindy Fan, CPA Greater Los Angeles Area Details
Cindy Fan, CPA's Rothstein Kass Experience September 2004 - January 2010
Job Assistant Tax Director
Industry Accounting
Experience
Kayne Anderson Capital Advisors  February 2010 - Present
Rothstein Kass   September 2004 - January 2010

Skills
Fund Of Funds, Alternative Investments, Hedge Funds, Tax, Accounting, SEC filings, CPA, Financial Analysis, US GAAP, Financial Reporting, GAAP

Education
University of Southern California   1997 — 2004
BS, BA, MBT, Accounting, PoliSci, Tax

Rob Hartnett Rob Hartnett Washington D.C. Metro Area Details
Rob Hartnett's Rothstein Kass Experience January 2007 - June 2014
Job Tax Partner at KPMG US
Industry Accounting
Experience
KPMG US  July 2014 - Present
Colorado-Wyoming Chapter, National MS Society   December 2008 - Present
Rothstein Kass   January 2007 - June 2014
Arthur Bell, Certified Public Accountants  January 1995 - December 2006
Seitz & McCudden   August 1991 - December 1994

Skills
Private Equity, Investments, Alternative Investments, Tax, Hedge Funds, Fund Of Funds, Due Diligence, Asset Management, Financial Reporting, Accounting, GAAP, US GAAP, Auditing, CPA, Financial Accounting

Education
University of Delaware   1988 — 1990
Bachelor of Science, Accounting

University of Tennessee:Knoxville   1986 — 1988

Daniel Poplos Daniel Poplos Greater Philadelphia Area Details
Daniel Poplos's Rothstein Kass Experience October 2006 - May 2008
Job Treasury Manager at Styron LLC
Industry Chemicals
Experience
Styron LLC  December 2013 - Present
Styron LLC  November 2011 - December 2013
Marsh  September 2010 - October 2011
Marsh  July 2008 - December 2010
Rothstein Kass   October 2006 - May 2008
Applied Card Systems/Bank   May 2005 - September 2005

Skills
Financial Reporting, Accounting, Financial Modeling, Forecasting, Financial Analysis, Sarbanes-Oxley Act, Finance, Auditing, Mergers & Acquisitions, Corporate Finance, US GAAP, Budgets, Variance Analysis, Internal Controls

Education
University of Delaware - Lerner College of Business and Economics
Accounting

Helen Connelly Helen Connelly Saint Louis, Missouri Details
Helen Connelly's Rothstein Kass Experience October 2007 - April 2010
Job Tax Accountant
Industry Accounting
Experience
The Carlyle Group  July 2010 - May 2013
Rothstein Kass   October 2007 - April 2010
LSI Industries  2006 - 2007

Skills
Financial Reporting, GAAP, Tax, CPA

Education
University of North Texas   2005 — 2007
Master's, Tax

Moneer Bandy Moneer Bandy Portland, Oregon Area Details
Moneer Bandy's Rothstein Kass Experience September 2006 - May 2007
Job Founder at devSchool.io
Industry Computer Software
Experience
devSchool.io   June 2015 - Present
LifeCell  April 2014 - Present
Citadel, SA   June 2007 - Present
Rothstein Kass   September 2006 - May 2007

Skills
Financial Reporting, Ruby on Rails, Entrepreneurship, Due Diligence, GAAP, Financial Analysis, JavaScript, Ruby, PostgreSQL, Git, Mergers & Acquisitions, Heroku, CSS, Economics, New Business Development, Management, HTML 5, Hedge Funds, Web Development, Negotiation, CSS3, Economic Research, Retail, Python, Wholesale Operations, Philosophy, Meteor

Education
University of California, Santa Barbara   2002 — 2006
B.A, Business Economics with Accounting

Patrick Thompsen Patrick Thompsen United States Details
Patrick Thompsen's Rothstein Kass Experience August 2006 - August 2010
Job Payroll Tax Accountant
Industry Accounting
Experience
IDM Payroll & Insurance Services   July 2013 - Present
CrossFit Adventure   October 2012 - April 2014
Fleet Feet Sports  December 2012 - December 2013
Crunch Fitness  December 2011 - June 2012
Spiegel Accountancy Corp.  January 2011 - March 2011
Rothstein Kass   August 2006 - August 2010
Leighton & Bonovich, CPA   October 2004 - August 2006

Skills
Accounting, Payroll Taxes, Payroll, Auditing, Financial Services, Budgets, US GAAP, Tax, Internal Controls, Investments, GAAP, Management, Training, Bookkeeping, Financial Reporting, Hedge Funds, Financial Analysis, QuickBooks, Financial Statements, Financial Accounting, Microsoft Excel

Education
University of California, Santa Barbara   1999 — 2004
B.A.; Business Economics, Accounting

Liberty High School   1995 — 1999

Mike Drennen Mike Drennen Greater New York City Area Details
Mike Drennen's Rothstein Kass Experience SeniorCiti Hedge Fund Administration2005 - 2008
Job Senior II at Rothstein Kass
Industry Accounting
Experience
Rothstein Kass   SeniorCiti Hedge Fund Administration2005 - 2008

Education
University of Delaware - Lerner College of Business and Economics
BA, Accounting

Joe Rivera Joe Rivera Greater New York City Area Details
Joe Rivera's Rothstein Kass Experience 1998 - 2004
Job CFO
Industry Financial Services
Experience
Caravel Management   June 2011 - Present
Hull Capital   October 2006 - May 2011
Bisys Fund Services  2004 - 2006
Rothstein Kass   1998 - 2004

Skills
Fund Of Funds, Equities, Hedge Funds, Alternative Investments, Fund Accounting, Due Diligence, Fund Administration, Private Equity, Valuation, Financial Modeling, GAAP, General Ledger, Financial Reporting, Fixed Income, Asset Management, Securities, SEC filings, Accounting

Education
University of Miami   1990 — 1994
Bachelor of Business Administration (BBA), Accounting

Saint Joseph Regional H.S.   1986 — 1990

Jenn Levi Pierguidi Jenn Levi Pierguidi Greater Los Angeles Area Details
Jenn Levi Pierguidi's Rothstein Kass Experience October 2001 - August 2003
Job Experienced Accountant LOOKING FOR A JOB!
Industry Accounting
Experience
Sciens Capital Partners   April 2007 - March 2008
Needham & Company, LLC   July 2005 - April 2007
J.P. Morgan Investment Management Inc.   September 2003 - July 2005
Rothstein Kass   October 2001 - August 2003

Education
University of California, Santa Barbara   1998 — 2001
BA, Accounting

University of California, Santa Barbara   1998 — 2001
BA, Spanish

Eduardo Venzor Eduardo Venzor Greater Denver Area Details
Eduardo Venzor's Rothstein Kass Experience November 2013 - June 2014
Job Audit Associate at KPMG US
Industry Financial Services
Experience
KPMG US  July 2014 - May 2015
Rothstein Kass   November 2013 - June 2014
TCA, Inc.   October 2012 - October 2013

Skills
Microsoft Office, Data Entry, Financial Analysis, Financial Accounting, Client Services, Salesforce.com

Education
University of San Francisco   2008 — 2012
B.S., Business Administration, Finance, Majors: Finance, Accounting

Brian Siegel Brian Siegel Greater New York City Area Details
Brian Siegel's Rothstein Kass Experience 2000 - 2012
Job Senior Manager at EY
Industry Accounting
Experience
Ernst & Young  July 2012 - Present
Rothstein Kass   2000 - 2012

Education
University of Delaware   1998 — 2000
BS, Accounting

Rutgers Preparatory School   1990 — 1994

Marilyn Rigo Marilyn Rigo Greater New York City Area Details
Marilyn Rigo's Rothstein Kass Experience January 2006 - April 2009
Job Controller at Savoy Bank
Industry Accounting
Experience
Savoy Bank  May 2015 - Present
Crowe Horwath LLP  September 2009 - May 2015
Rothstein Kass   January 2006 - April 2009
Dadia and Company CPAs   November 2004 - December 2005
Lepanto Ceramics, Inc.   July 1999 - March 2002
RCBC Savings Bank   July 1995 - June 1999
Punongbayan & Araullo  November 1992 - May 1995

Skills
GAAP, US GAAP, Financial Reporting, Accounting, Tax, External Audit, SEC filings, Auditing, General Ledger, Sarbanes-Oxley Act, Financial Accounting, Internal Controls, Financial Analysis

Education
University of San Jose - Recoletos   1987 — 1991
Bachelors, Accounting

Matthew DiBrienza Matthew DiBrienza Greater New York City Area Details
Matthew DiBrienza's Rothstein Kass Experience July 2008 - Present
Job Principal at Rothstein Kass
Industry Accounting
Experience
Rothstein Kass   July 2008 - Present
The Blackstone Group  1997 - 1997

Skills
Fund Of Funds, Hedge Funds, Alternative Investments, Fund Accounting, Private Equity, CPA, Partnership Taxation, GAAP, SEC filings, US GAAP, Due Diligence, Valuation, Asset Management, Equities, Investments, Financial Statements, Derivatives, Bloomberg, Financial Modeling, Venture Capital, Fixed Income, SEC Filings

Education
University of Scranton   1994 — 1998
Bachelor's degree, Accounting

Marisela Luviano, CPA Marisela Luviano, CPA Houston, Texas Area Details
Marisela Luviano, CPA's Rothstein Kass Experience January 2007 - June 2008
Job Senior Audit Manager; Investment Companies
Industry Accounting
Experience
Melton & Melton, LLP   July 2014 - Present
Melton & Melton, LLP   July 2011 - June 2014
Melton & Melton, LLP   July 2009 - June 2011
Melton & Melton, LLP   June 2008 - June 2009
Rothstein Kass   January 2007 - June 2008

Skills
Auditing, Financial Statements, GAAP, Accounting, CPA, Financial Accounting, US GAAP, Internal Controls, Tax, QuickBooks, Financial Reporting

Education
University of Houston-Downtown   2003 — 2006
Bachelors, Business

Lindsay Chamings Lindsay Chamings San Francisco, California Details
Lindsay Chamings's Rothstein Kass Experience 2010 - Present
Job Managing Director
Industry Accounting
Experience
KPMG  July 2014 - Present
Rothstein Kass   2010 - Present
Ernst & Young  October 2009 - September 2010
Wind River  October 2007 - September 2009
Deloitte  January 2005 - September 2007

Skills
Accounting, CPA, GAAP, SEC filings, Project Management, Tax, Income Tax, Tax Preparation, Corporate Tax, Tax Returns, Tax Accounting, Tax Advisory, International Tax, Hedge Funds, Financial Services, Partnership Taxation, Tax Research

Education
University of Minnesota - Carlson School of Management   2000 — 2003
Bachelor of Arts (B.A.), Accounting and Finance, 3.7

Kevin Kleinberg, CPA Kevin Kleinberg, CPA Greater Los Angeles Area Details
Kevin Kleinberg, CPA's Rothstein Kass Experience October 2008 - June 2010
Job Partner Accounting and Finance
Industry Accounting
Experience
LCN Ventures   April 2010 - Present
Nuemark, LLC   March 2007 - Present
Akanthos Capital Management LLC   July 2010 - July 2012
Rothstein Kass   October 2008 - June 2010

Skills
CPA

Education
University of California, Los Angeles
B.A., Business Economics and Accounting

Cassandra Foos Cassandra Foos Denver, Colorado Details
Cassandra Foos's Rothstein Kass Experience August 2004 - June 2014
Job Director, Accounting at Woodfield Fund Administration, LLC
Industry Accounting
Experience
Woodfield Fund Administration, LLC  June 2014 - Present
Rothstein Kass   August 2004 - June 2014
Sun Microsystems  August 2000 - May 2004

Skills
Accounting, Hedge Funds, US GAAP, Private Equity, Auditing, Team Leadership, Securities, Financial Services, Fund Of Funds, Derivatives, Swaps, SEC filings, GAAP, Venture Capital, CPA

Education
University of Colorado Boulder - Leeds School of Business   2000 — 2004
Business Administration, Accounting

Joe Duldulao Joe Duldulao San Francisco Bay Area Details
Joe Duldulao's Rothstein Kass Experience October 2006 - November 2012
Job Associate Director at HC Global Fund Services, LLC
Industry Financial Services
Experience
HC Global Fund Services, LLC   August 2015 - Present
Agile Hedge Solutions   January 2013 - May 2015
Rothstein Kass   October 2006 - November 2012

Education
University of California, Santa Barbara   2002 — 2006
B.A., Business Economics with Accounting Emphasis

Justin Kimball Justin Kimball Greater Denver Area Details
Justin Kimball's Rothstein Kass Experience November 2010 - September 2013
Job Senior Accountant at CVentures, Inc.
Industry Accounting
Experience
CVentures, Inc.   September 2013 - Present
Rothstein Kass   November 2010 - September 2013
University of Denver  2008 - 2010
DCT Industrial  2008 - 2008

Skills
Hedge Funds, US GAAP, Alternative Investments, Fund Of Funds, Microsoft Office, CCH ProSystem fx, PowerPoint, Accounting, Microsoft Word, Microsoft Excel, SEC filings, GAAP, Auditing, CPA, Financial Reporting

Education
University of Denver - Daniels College of Business   2009 — 2010
Master's degree, Accountancy

University of Denver - Daniels College of Business   2005 — 2009
Bachelor of Science, Accounting

Mario Gasbarro Mario Gasbarro Greater Denver Area Details
Mario Gasbarro's Rothstein Kass Experience October 2007 - June 2014
Job Audit Senior Manager, Financial Services at KPMG US
Industry Accounting
Experience
KPMG US  July 2014 - Present
Rothstein Kass   October 2007 - June 2014

Skills
Fund Of Funds, Partnership Taxation, GAAP, CPA, US GAAP, Fund Accounting, Financial Statements, Hedge Accounting, Financial Statement..., Financial Audits, Microsoft Office, Hedge Funds, SEC filings

Education
University of Colorado at Boulder - Leeds School of Business   2002 — 2007
Master's Degree, Accounting

University of Colorado at Boulder - Leeds School of Business   2002 — 2007
Bachelor's Degree, Finance

Travis Breznak Travis Breznak San Francisco Bay Area Details
Travis Breznak's Rothstein Kass Experience October 2008 - August 2012
Job Controller, Redmile Group, LLC
Industry Accounting
Experience
Redmile Group, LLC   September 2012 - Present
Carmel Partners  July 2012 - September 2012
Rothstein Kass   October 2008 - August 2012

Skills
GAAP, US GAAP, Accounting, Financial Reporting, SEC filings, Auditing, Internal Controls, Woodworking, Financial Statements, CPA, Partnership Taxation, Friendly Personality, Craftsmanship, Strength & Conditioning, Financial Accounting

Education
UCSB   2006 — 2008
Business Economics

wes barrow wes barrow Greater Los Angeles Area Details
wes barrow's Rothstein Kass Experience April 2006 - June 2014
Job Partner at KPMG
Industry Accounting
Experience
KPMG  July 2014 - Present
Rothstein Kass   April 2006 - June 2014
Grant Thornton LLP  2006 - 2009
Arthur Andersen & Co.   1976 - 2002
Arthur Andersen & Co.   1976 - 2002

Skills
Partnership Taxation, CPA, Tax, Forensic Accounting, Accounting, Income Tax, Tax Research, Financial Reporting, GAAP, Tax Accounting, International Tax, Tax Preparation, Corporate Tax, SEC filings, Fund Of Funds, US GAAP, Sarbanes-Oxley Act, Auditing, Hedge Funds, Private Equity, Internal Controls

Education
University of Southern California
Bachelor's Degree, Business Administration - emphasis in Accounting

Priscilla Chan Priscilla Chan Greater Los Angeles Area Details
Priscilla Chan's Rothstein Kass Experience 2004 - 2010
Job Controller at Brentwood Associates
Industry Financial Services
Experience
Brentwood Associates  November 2013 - Present
AIG  2010 - 2013
Rothstein Kass   2004 - 2010
G&G  June 2002 - June 2003

Skills
Hedge Funds, Private Equity, General Ledger, Operations Management, Statutory Accounting, US GAAP reporting, Due Diligence, GAAP, Financial Accounting

Education
University of Southern California
BS, Accounting

Susanna Lui, CPA Susanna Lui, CPA Greater Los Angeles Area Details
Susanna Lui, CPA's Rothstein Kass Experience October 2006 - December 2008
Job Senior Financial Analyst, Corporate Finance at Dole Food Company
Industry Music
Experience
Dole Food Company  December 2010 - Present
Universal Music Group  January 2009 - December 2010
Rothstein Kass   October 2006 - December 2008

Skills
Accounting, Corporate Finance, Financial Accounting, Financial Reporting, Financial Modeling, Variance Analysis, Financial Analysis, US GAAP, Sarbanes-Oxley Act, Auditing, Internal Controls

Education
University of California, Santa Barbara
B.A, Business Economics, Accounting

Deborah L Ossege Deborah L Ossege Long Beach, California Details
Deborah L Ossege's Rothstein Kass Experience March 2011 - March 2012
Job MRI Software Manager/Expert
Industry Information Technology and Services
Experience
TFI Resources  April 2014 - May 2014
Ossege Consulting   March 2012 - January 2014
Rothstein Kass   March 2011 - March 2012
MRI Software LLC  January 2010 - May 2010
IRES  July 2003 - January 2010
Management Reports International   February 1999 - June 2003
Quantra   May 1995 - January 1999
Ossege Consulting   June 1993 - December 1994
Case Culp & Accociates   September 1991 - June 1993

Skills
Software Documentation, Troubleshooting, SaaS, Enterprise Software, Databases, Analysis, SharePoint, Training, Management, Testing, Process Improvement, Microsoft Office, Business Analysis, SQL, Technical Support, Visio, Business Intelligence, Customer Service, Program Management, Software Implementation, Project Management, Microsoft Excel, System Administration, Call Center, Business Process, Microsoft SQL Server, Security, Windows, Access, Problem Solving, Consulting, Leadership

Education
University of Cincinnati   1990 — 1991
English

Marc Muschel Marc Muschel New York, New York Details
Marc Muschel's Rothstein Kass Experience November 2011 - March 2013
Job Experienced Associate at PwC
Industry Accounting
Experience
PwC  February 2015 - Present
Marcum LLP  March 2013 - January 2015
Rothstein Kass   November 2011 - March 2013
Kosher Sports Inc.   May 2007 - August 2009
Laurus Capital Management  May 2008 - August 2008

Skills
Microsoft Office, Excel, PowerPoint, Word, Outlook, Microsoft Excel, Microsoft Word, QuickBooks, Account Reconciliation, Accounts Payable, Financial Accounting, Financial Reporting, Accounting, Tax Preparation, Tax, Auditing, Financial Analysis

Education
Yeshiva University   2010 — 2011
Masters, Accounting

Yeshiva University   2007 — 2010
BS, Accounting

University of Maryland College Park   2006 — 2007

Ramaz Upper School

Dex Cure, CPA Dex Cure, CPA Greater Denver Area Details
Dex Cure, CPA's Rothstein Kass Experience November 2011 - June 2014
Job Managing Member at Cato Capital, LLC
Industry Accounting
Experience
Cato Capital, LLC   April 2015 - Present
Sandy Acres   July 2014 - June 2015
Rothstein Kass   November 2011 - June 2014

Skills
Data Analysis, Financial Analysis, Microsoft Excel, Financial Modeling, Accounting, PowerPoint, Microsoft Word, Microsoft Office, Financial Reporting, Auditing, Financial Accounting, Valuation, Research, Corporate Finance, CPA, GAAP

Education
University of Notre Dame - Mendoza College of Business   2006 — 2010
Master's of Science in Accountancy, Accounting

Philip Chang Philip Chang Los Angeles, California Details
Philip Chang's Rothstein Kass Experience January 2014 - July 2014
Job Senior Associate at KPMG
Industry Accounting
Experience
KPMG  July 2014 - Present
Rothstein Kass   January 2014 - July 2014
Novogradac & Company LLP  January 2013 - December 2013
Novogradac & Company LLP  January 2012 - April 2012
Croxall Capital Planning   2010 - 2010

Skills
ProSystem fx Tax, Microsoft Office, Microsoft Excel, Microsoft Word, Accounting, Auditing, Tax Returns, Internal Controls, Photoshop, Community Service, Mutual Funds, Variable Annuities

Education
University of California, Santa Cruz   2007 — 2011
Bachelor of Science (B.S.), Business Administration and Management, General

Frederick Heidler Frederick Heidler San Francisco Bay Area Details
Frederick Heidler's Rothstein Kass Experience October 2008 - April 2010
Job Business Development Associate at Aperio Group, LLC
Industry Financial Services
Experience
Aperio Group, LLC  November 2013 - October 2014
State Street Global Advisors  October 2011 - October 2012
BCA Research  September 2010 - September 2011
Rothstein Kass   October 2008 - April 2010

Skills
Hedge Funds, Equities, Alternative Investments, Bloomberg, Asset Management, Fixed Income, Asset Managment, Investment Strategies, Management, Strategy, Financial Analysis

Education
University of San Francisco   2010 — 2012
M.Sc. in Finance

University of San Francisco   2006 — 2008
Bachelor of Science (B.S.)

Bellarmine College Preparatory   1999 — 2003

Allison Barrientos, CPA Allison Barrientos, CPA Monterey, California Details
Allison Barrientos, CPA's Rothstein Kass Experience October 2007 - October 2010
Job Wealth Manager at Integris Wealth Management
Industry Investment Management
Experience
Rothstein Kass   October 2007 - October 2010

Skills
Alternative Investments, Hedge Funds, Investment Management, Personal Financial..., Investments, Mutual Funds, Investment Advisory, Asset Management, Bloomberg, Equities, Private Equity, Securities, Valuation

Education
University of California, Santa Barbara
BA, Business Economics

Lyly Nguyen Lyly Nguyen San Francisco Bay Area Details
Lyly Nguyen's Rothstein Kass Experience October 2007 - March 2011
Job Fund Accountant at Farallon Capital Management
Industry Accounting
Experience
Farallon Capital Management  March 2011 - Present
Rothstein Kass   October 2007 - March 2011
Instor Solutions  December 2004 - September 2007

Education
University of California, Los Angeles   2002 — 2004
BS, Mathematics/Economics

William Gewanter, CPA William Gewanter, CPA Greater New York City Area Details
William Gewanter, CPA's Rothstein Kass Experience September 2002 - August 2006
Job Assistant Controller at Angelo, Gordon & Co.
Industry Investment Management
Experience
Angelo, Gordon & Co.   September 2006 - Present
Rothstein Kass   September 2002 - August 2006

Education
University of Delaware - Lerner College of Business and Economics   1998 — 2002
BS, Accounting

University of Delaware

Min Woo Bae Min Woo Bae Greater Los Angeles Area Details
Min Woo Bae's Rothstein Kass Experience November 2009 - May 2013
Job Tax Manager at Kayne Anderson Capital Advisors
Industry Accounting
Experience
Kayne Anderson Capital Advisors  October 2014 - Present
Deloitte  June 2013 - October 2014
Rothstein Kass   November 2009 - May 2013

Skills
Financial Services, Accounting, Hedge Funds, CPA, Tax, Tax Research, GAAP, Partnership Taxation, Financial Accounting, Tax Accounting, US GAAP, Income Tax, Financial Reporting, Financial Analysis, Auditing

Education
University of Southern California   2008 — 2009
MBT, Taxation

University of Massachusetts, Amherst   2003 — 2008
BBA, Accounting

Allison Taylor, CPA Allison Taylor, CPA Austin, Texas Area Details
Allison Taylor, CPA's Rothstein Kass Experience January 2009 - October 2012
Job Global Banking Analyst at Whole Foods Market
Industry Accounting
Experience
Whole Foods Market  October 2012 - Present
Rothstein Kass   January 2009 - October 2012
Brinker International  May 2003 - December 2008

Education
University of North Texas
Hospitality Management & Accounting

Toni McMeekan Toni McMeekan Greater New York City Area Details
Toni McMeekan's Rothstein Kass Experience January 2000 - December 2003
Job Senior HR Consultant at Rutgers University
Industry Higher Education
Experience
Rutgers University  January 2004 - Present
Rothstein Kass   January 2000 - December 2003

Education
University of Massachusetts, Amherst   1994 — 1998
BA, Sociology

Ana York Ana York San Francisco, California Details
Ana York's Rothstein Kass Experience August 2006 - December 2010
Job
Industry Internet
Experience
G. Hensler & Co./49 Square Miles   May 2012 - June 2013
SalviSeoul   September 2011 - September 2012
Enthuse Inc.   January 2011 - May 2012
Rothstein Kass   August 2006 - December 2010
Rothstein Kass   March 2001 - August 2006

Skills
Event Planning, Adobe Acrobat, Photoshop, Oil Painting, Acrylic Painting, Watercolor, Figure Drawing, Corporate Etiquette, Administrative..., Office Administration, Office Management, Facilities Management, Spreadsheets, Microsoft Office, Executive Support, Project Management, Windows & Mac operating..., Marketing, Accounts Payable, Highly detail oriented, Fine Art Photography, Aperture, Social Media, Mobile Applications, Account Reconciliation, Research, Financials, Drawing, Proofreading, Negotiation, Coordinating Events, Events Coordination, Raw Food, Cooking, Invoicing, Administrative..., Management, Microsoft Excel, Accounting, Training, Sales

Education
University of California, Berkeley Extension   2000 — 2001
Certificate, Web Page, Digital/Multimedia and Information Resources Design

University of California, Santa Cruz
BA, Art

Trevor Jung Trevor Jung San Francisco, California Details
Trevor Jung's Rothstein Kass Experience June 2012 - August 2012
Job Client Services Associate at Glass, Lewis & Co.
Industry Financial Services
Experience
Glass, Lewis & Co.   March 2014 - Present
Hunter Wise Financial Group, LLC  February 2013 - September 2013
US Department of Commerce, Economic Development Administration  August 2012 - February 2013
Sigma Pi Fraternity  2010 - 2013
Rothstein Kass   June 2012 - August 2012

Skills
SQL, R, NoSQL, Big Data, Microsoft Excel, Accounting, Microsoft Office, Microsoft Word, Client Development, Data Entry, FileMaker, Management, Manage Client..., Salesforce Training, Spanish, CAP IQ, Cold Calling Experience, Sales Presentations

Education
University of San Francisco
Master's Degree, Analytics/Data Science

University of California, Irvine   2009 — 2013
Bachelor's degree, Business Economics

Brandon Winkler Brandon Winkler Oklahoma City, Oklahoma Area Details
Brandon Winkler's Rothstein Kass Experience October 2007 - November 2012
Job Executive Vice President of Finance at Ackerman McQueen
Industry Accounting
Experience
Ackerman McQueen  January 2013 - Present
Rothstein Kass   October 2007 - November 2012

Skills
SEC filings, US GAAP, Assurance, Financial Accounting, Auditing, CPA, IFRS, Accounting, External Audit, GAAP, Financial Analysis, Financial Reporting, Fund Accounting, Internal Controls, Corporate Tax, Tax, Income Tax

Education
University of Colorado at Boulder   2002 — 2007
Master of Science (MS), Accounting

Beverly Tang, CPA Beverly Tang, CPA San Francisco, California Details
Beverly Tang, CPA's Rothstein Kass Experience October 2011 - September 2013
Job
Industry Accounting
Experience
Aduro Advisors   February 2015 - Present
PCO Investment Management   September 2013 - January 2015
Rothstein Kass   October 2011 - September 2013
Rothstein Kass   October 2010 - September 2011
Rothstein Kass   October 2008 - September 2010
Rothstein Kass   October 2006 - September 2008

Skills
Accounting, Hedge Funds, Auditing, Financial Services, Microsoft Excel, Microsoft Office, Microsoft Word, US GAAP, GAAS, Tax, Financial Statements, Teamwork, Fund Of Funds, Investments, CPA, Financial Accounting, Financial Reporting, Finance

Education
UCSB   2002 — 2006
Bachelor of Arts (B.A.)

George Washington High School   1999 — 2002

International Studies Academy   1998 — 1999

May Kao May Kao San Francisco Bay Area Details
May Kao's Rothstein Kass Experience December 2004 - May 2013
Job Assistant Project Controller at Rockwood Capital
Industry Accounting
Experience
Rockwood Capital  August 2013 - Present
Rothstein Kass   December 2004 - May 2013

Skills
GAAP, Internal Controls, US GAAP, Financial Reporting, Auditing, External Audit, Financial Statements, SEC filings, Assurance, Consolidation, CPA, Accounting, Financial Accounting, Financial Analysis, Hedge Funds

Education
University of Colorado Boulder - Leeds School of Business   2000 — 2004
Bachelor of Applied Science (BASc), Accounting

Ivy Leung Ivy Leung Greater Los Angeles Area Details
Ivy Leung's Rothstein Kass Experience October 2006 - September 2008
Job Controller at Kayne Anderson Capital Advisors
Industry Investment Management
Experience
Kayne Anderson Capital Advisors  September 2008 - Present
Rothstein Kass   October 2006 - September 2008

Education
University of Southern California
Bachelor of Science (BS), Accounting

Gabriella Pettinato Gabriella Pettinato Greater New York City Area Details
Gabriella Pettinato's Rothstein Kass Experience May 2011 - June 2014
Job Manager, Learning & Development at KPMG US
Industry Accounting
Experience
KPMG US  July 2014 - Present
Rothstein Kass   May 2011 - June 2014
Rothstein Kass   October 2002 - May 2011

Skills
CPA, Internal Controls, US GAAP, Financial Reporting, Accounting, Financial Accounting, SEC filings, GAAP, Auditing, Tax

Education
University of Scranton   1998 — 2002
Bachelor of Science, Accounting

Eduardo Lechuga Eduardo Lechuga Greater Los Angeles Area Details
Eduardo Lechuga's Rothstein Kass Experience January 2014 - April 2014
Job Audit Associate at KPMG US
Industry Accounting
Experience
KPMG US  October 2014 - Present
Rothstein Kass   January 2014 - April 2014
University of California, Santa Barbara Alumni Association   June 2012 - December 2013
Deloitte  June 2011 - August 2011

Education
University of California, Santa Barbara   2011 — 2013
Bachelor of Arts (BA), Economics and Accounting

University of California, Santa Cruz   2009 — 2011
Economics

Hee Jo Chun Hee Jo Chun Greater Los Angeles Area Details
Hee Jo Chun's Rothstein Kass Experience June 2006 - October 2014
Job Tax Manager at KPMG US
Industry Financial Services
Experience
KPMG US  October 2014 - Present
Rothstein Kass   June 2006 - October 2014

Skills
Alternative Investments, State Tax, Partnership Taxation, High Net Worth..., Fund Of Funds

Education
University of California, Riverside   2003 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General

Edward Assaf Edward Assaf New York, New York Details
Edward Assaf's Rothstein Kass Experience January 2014 - July 2014
Job Tax Associate at KPMG US
Industry Accounting
Experience
KPMG  July 2014 - Present
Rothstein Kass   January 2014 - July 2014

Skills
Accounting, Microsoft Excel, Analysis, Partnership Taxation, Hedge Funds, Private Equity, GoSystems, Lacerte

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

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