SaxBST Company
Industry: Company
DescriptionHeadquarters: Albany, NY Founded: 1972 Subsidiary: CFO for Hire, LLC
SaxBST List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at SaxBST. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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79 SaxBST employees in database. Find out everything there's to know about SaxBST employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
SaxBST Employees
Employee
Years
Job
Industry
Thomas Gaveglio Thomas Gaveglio's SaxBST Experience October 2011 - September 2015
Job Kushner Companies
Industry Accounting
Experience
Kushner Companies September 2015 - Present
SaxBST October 2011 - September 2015
State Street May 2011 - October 2011
Skills
Accounting, GAAP, Financial Analysis, Anti Money Laundering, OMB Circular A-133
Education
Rowan University 2007 — 2011
Bachelor's degree, Accounting/Finance
Kushner Companies September 2015 - Present
SaxBST October 2011 - September 2015
State Street May 2011 - October 2011
Skills
Accounting, GAAP, Financial Analysis, Anti Money Laundering, OMB Circular A-133
Education
Rowan University 2007 — 2011
Bachelor's degree, Accounting/Finance
Randy Boughton Randy Boughton's SaxBST Experience November 2013 - December 2014
Job Senior Auditor
Industry Accounting
Experience
Ulster County Comptrollers Office December 2014 - Present
SaxBST November 2013 - December 2014
Daniel D. Gagnon CPA, PC November 2010 - November 2013
Skills
Auditing, Accounting, Financial Reporting, Internal Controls, Internal Audit, Tax Preparation, Tax, GAAP, Financial Accounting, External Audit, QuickBooks, Small Business, Fixed Assets, Accruals, Bookkeeping, Cash Flow, Nonprofits, Tax Returns, Income Tax, Tax Research, Tax Services
Education
Pace University - Lubin School of Business 2008 — 2009
MBA, Accounting
Pace University-Pleasantville/Briarcliff Campus 2004 — 2008
BBA, Accounting
Kingston High School 2000 — 2004
NYS Regents, NYS Regents
Ulster County Comptrollers Office December 2014 - Present
SaxBST November 2013 - December 2014
Daniel D. Gagnon CPA, PC November 2010 - November 2013
Skills
Auditing, Accounting, Financial Reporting, Internal Controls, Internal Audit, Tax Preparation, Tax, GAAP, Financial Accounting, External Audit, QuickBooks, Small Business, Fixed Assets, Accruals, Bookkeeping, Cash Flow, Nonprofits, Tax Returns, Income Tax, Tax Research, Tax Services
Education
Pace University - Lubin School of Business 2008 — 2009
MBA, Accounting
Pace University-Pleasantville/Briarcliff Campus 2004 — 2008
BBA, Accounting
Kingston High School 2000 — 2004
NYS Regents, NYS Regents
Donna Fricchione Donna Fricchione's SaxBST Experience October 2013 - Present
Job Manager at SaxBST
Industry Accounting
Experience
SaxBST October 2013 - Present
Caristia, Kulsar & Wade 2007 - 2012
Skills
Accounting, Financial Reporting, Tax Preparation, Income Tax, CPA, Tax Research, Tax Accounting
Education
Fairleigh Dickinson University 2013 — 2016
MST, Taxation
Montclair State University
Bachelor of Science (BS), Accounting
SaxBST October 2013 - Present
Caristia, Kulsar & Wade 2007 - 2012
Skills
Accounting, Financial Reporting, Tax Preparation, Income Tax, CPA, Tax Research, Tax Accounting
Education
Fairleigh Dickinson University 2013 — 2016
MST, Taxation
Montclair State University
Bachelor of Science (BS), Accounting
Irfan Mussa Irfan Mussa's SaxBST Experience January 2014 - June 2015
Job Accountant/ Financial Services Professional
Industry Financial Services
Experience
SaxBST January 2014 - June 2015
Morgan Stanley Wealth Management August 2011 - August 2012
Garden State Securities May 2010 - July 2011
John Thomas Financial January 2009 - May 2010
Skills
Risk Management, Alternative Investments, Series 63, Financial Modeling, Equities, Finance, Valuation, Financial Analysis, Fixed Income, Hedge Funds, Investments, Banking, Presentations, Corporate Finance, Wealth Management, Bloomberg
Education
Rutgers University 2013 — 2015
Master's degree, Financial Accounting, 3.5
Rutgers, The State University of New Jersey-Newark 2005 — 2010
Bachelor of Science, Accounting
Clifton High School
SaxBST January 2014 - June 2015
Morgan Stanley Wealth Management August 2011 - August 2012
Garden State Securities May 2010 - July 2011
John Thomas Financial January 2009 - May 2010
Skills
Risk Management, Alternative Investments, Series 63, Financial Modeling, Equities, Finance, Valuation, Financial Analysis, Fixed Income, Hedge Funds, Investments, Banking, Presentations, Corporate Finance, Wealth Management, Bloomberg
Education
Rutgers University 2013 — 2015
Master's degree, Financial Accounting, 3.5
Rutgers, The State University of New Jersey-Newark 2005 — 2010
Bachelor of Science, Accounting
Clifton High School
Nia Forshee, CPA Nia Forshee, CPA's SaxBST Experience July 2014 - Present
Job Audit Manager at SaxBST
Industry Accounting
Experience
SaxBST July 2014 - Present
Bollam Sheedy Torani & Co. July 2013 - July 2014
DeJoy, Knauf & Blood, LLP October 2010 - July 2013
Friedman LLP October 2007 - March 2011
Steven Baum, P.C. June 2007 - October 2007
Gibraltar Industries August 2006 - October 2007
Skills
Auditing, Accounting, Payroll, Tax, General Ledger, Financial Reporting, Cash Flow, Financial Analysis, US GAAP, Internal Controls, QuickBooks, Corporate Tax, Tax Preparation, CPA, GAAP
Education
State University of New York at Buffalo - School of Management 2003 — 2007
BS, Registered Accounting/Internal Audit
SaxBST July 2014 - Present
Bollam Sheedy Torani & Co. July 2013 - July 2014
DeJoy, Knauf & Blood, LLP October 2010 - July 2013
Friedman LLP October 2007 - March 2011
Steven Baum, P.C. June 2007 - October 2007
Gibraltar Industries August 2006 - October 2007
Skills
Auditing, Accounting, Payroll, Tax, General Ledger, Financial Reporting, Cash Flow, Financial Analysis, US GAAP, Internal Controls, QuickBooks, Corporate Tax, Tax Preparation, CPA, GAAP
Education
State University of New York at Buffalo - School of Management 2003 — 2007
BS, Registered Accounting/Internal Audit
Danielle Atkinson Danielle Atkinson's SaxBST Experience June 2013 - December 2014
Job Senior Marketing Coordinator at WithumSmith+Brown
Industry Marketing and Advertising
Experience
WithumSmith+Brown December 2014 - Present
SaxBST June 2013 - December 2014
SaxBST December 2010 - June 2013
Blanc Industries, Inc. / Brinker Displays April 2008 - December 2010
New Jersey Monthly Magazine August 2007 - March 2008
Skills
Event Planning, Advertising, Social Media, Social Media Marketing, Public Relations, Event Management, Email Marketing, Account Marketing, Marketing Communications, Communication, Coordinating Events, Online Advertising, Microsoft Word, Microsoft Excel, PowerPoint, Online Communications, Online Research, Product Marketing, Direct Marketing, Market Research, Marketing, Marketing Strategy, Social Networking, Trade Shows, Small Business, Accounting
Education
Fairleigh Dickinson University 2002 — 2007
Marketing, Minor in Business Administration
WithumSmith+Brown December 2014 - Present
SaxBST June 2013 - December 2014
SaxBST December 2010 - June 2013
Blanc Industries, Inc. / Brinker Displays April 2008 - December 2010
New Jersey Monthly Magazine August 2007 - March 2008
Skills
Event Planning, Advertising, Social Media, Social Media Marketing, Public Relations, Event Management, Email Marketing, Account Marketing, Marketing Communications, Communication, Coordinating Events, Online Advertising, Microsoft Word, Microsoft Excel, PowerPoint, Online Communications, Online Research, Product Marketing, Direct Marketing, Market Research, Marketing, Marketing Strategy, Social Networking, Trade Shows, Small Business, Accounting
Education
Fairleigh Dickinson University 2002 — 2007
Marketing, Minor in Business Administration
Andy Farinich Andy Farinich's SaxBST Experience January 2014 - April 2014
Job Tax Intern at Nisivoccia
Industry Accounting
Experience
Nisivoccia LLP Accounting, Audit & Business Advisory September 2014 - Present
Nisivoccia LLP Accounting, Audit & Business Advisory September 2014 - January 2015
SaxBST January 2014 - April 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Microsoft Office, Financial Analysis, QuickBooks, Teamwork, Customer Service, Financial Reporting, Access, Outlook, Financial Accounting, Time Management, Research, Auditing
Education
Fairleigh Dickinson University-College at Florham 2012 — 2015
Master of Science (M.S.), Taxation, Senior
Salve Regina University 2011 — 2012
Accounting
Nisivoccia LLP Accounting, Audit & Business Advisory September 2014 - Present
Nisivoccia LLP Accounting, Audit & Business Advisory September 2014 - January 2015
SaxBST January 2014 - April 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Accounting, Microsoft Office, Financial Analysis, QuickBooks, Teamwork, Customer Service, Financial Reporting, Access, Outlook, Financial Accounting, Time Management, Research, Auditing
Education
Fairleigh Dickinson University-College at Florham 2012 — 2015
Master of Science (M.S.), Taxation, Senior
Salve Regina University 2011 — 2012
Accounting
Patrina DeBiase's SaxBST Experience January 2014 - September 2015
Job Client Services Manager
Industry Human Resources
Experience
SaxBST January 2014 - September 2015
RE/MAX Executive August 2013 - January 2014
Allen Tate Realtors June 2013 - September 2013
Re/Max Accomplished Realty January 2011 - May 2013
Pulte Homes May 2006 - January 2010
NationsBank 1996 - September 1998
Skills
Real Estate, Management, Budgets, Customer Service, New Business Development, Negotiation, Contract Negotiation, Listings, Luxury, Financial Analysis, Strategic Planning, Sales Management, Selling, Sales, Marketing, Property Management, Business Development, Online Marketing, Social Networking, Real Estate Development, Microsoft Word, Forecasting, Training, Outlook, Construction Management, Administartion, Inventory Management, New Home Sales, Customer Retention, Microsoft Excel, PowerPoint, Process Improvement, Team Leadership, Residential Homes, Team Building, Administrative..., Project Planning, Sales Process, Account Management, Purchasing, Sales Operations, Real Estate Transactions, Customer Satisfaction, Marketing Strategy, Microsoft Office, Leadership, Investment Properties, Pricing, Single Family Homes, Recruiting
Education
Superior School of Real Estate 2007 — 2007
Real Estate
Kaplan University 2002 — 2004
Business Administration
SaxBST January 2014 - September 2015
RE/MAX Executive August 2013 - January 2014
Allen Tate Realtors June 2013 - September 2013
Re/Max Accomplished Realty January 2011 - May 2013
Pulte Homes May 2006 - January 2010
NationsBank 1996 - September 1998
Skills
Real Estate, Management, Budgets, Customer Service, New Business Development, Negotiation, Contract Negotiation, Listings, Luxury, Financial Analysis, Strategic Planning, Sales Management, Selling, Sales, Marketing, Property Management, Business Development, Online Marketing, Social Networking, Real Estate Development, Microsoft Word, Forecasting, Training, Outlook, Construction Management, Administartion, Inventory Management, New Home Sales, Customer Retention, Microsoft Excel, PowerPoint, Process Improvement, Team Leadership, Residential Homes, Team Building, Administrative..., Project Planning, Sales Process, Account Management, Purchasing, Sales Operations, Real Estate Transactions, Customer Satisfaction, Marketing Strategy, Microsoft Office, Leadership, Investment Properties, Pricing, Single Family Homes, Recruiting
Education
Superior School of Real Estate 2007 — 2007
Real Estate
Kaplan University 2002 — 2004
Business Administration
Ashleigh Martel-Smith, CPA Ashleigh Martel-Smith, CPA's SaxBST Experience December 2008 - Present
Job Certified Public Accountant
Industry Accounting
Experience
SaxBST December 2008 - Present
Marcum & Kliegman LLP September 2007 - December 2008
Marcum LLP 2007 - 2008
Skills
Internal Controls, Auditing, GAAP, Financial Reporting, SEC filings, CPA, Accounting, US GAAP, Financial Accounting, Financial Statements, General Ledger, Sarbanes-Oxley Act
Education
Hartwick College 2001 — 2005
BS - Accounting, Accounting
SaxBST December 2008 - Present
Marcum & Kliegman LLP September 2007 - December 2008
Marcum LLP 2007 - 2008
Skills
Internal Controls, Auditing, GAAP, Financial Reporting, SEC filings, CPA, Accounting, US GAAP, Financial Accounting, Financial Statements, General Ledger, Sarbanes-Oxley Act
Education
Hartwick College 2001 — 2005
BS - Accounting, Accounting
Shehan Chandrasekera Shehan Chandrasekera's SaxBST Experience May 2014 - Present
Job Tax Associate at SaxBST
Industry Accounting
Experience
SaxBST May 2014 - Present
P/T October 2013 - December 2014
Wiss & Company, LLP January 2014 - April 2014
Bergen Community College February 2010 - December 2013
Singer Nelson Charlmers September 2012 - August 2013
Skills
Access, Accounts Payable, Teamwork, Financial Reporting, Microsoft Excel, Microsoft Word, Accounts Receivable, Microsoft Office, Customer Service, PowerPoint, Research, Outlook, Teaching, US GAAP, QuickBooks, Time Management, Analysis, Data Analysis, English, Windows, Photoshop, HTML, Public Speaking, Budgets, Strategic Planning, Datatel, TAM, SharePoint, Auditing, Caseware, CCH ProSystem fx, ProSystem fx Tax
Education
Rutgers, The State University of New Jersey - Rutgers Business School
MS Taxation, Tax Law/Taxation
William Paterson University of New Jersey 2012 — 2013
Bachelor of Science (BS), Accounting (Hon.), 4.0
Bergen Community College 2010 — 2012
Associates of Science (A.S.), Accounting and Business Management (Hon.), 4.0
SaxBST May 2014 - Present
P/T October 2013 - December 2014
Wiss & Company, LLP January 2014 - April 2014
Bergen Community College February 2010 - December 2013
Singer Nelson Charlmers September 2012 - August 2013
Skills
Access, Accounts Payable, Teamwork, Financial Reporting, Microsoft Excel, Microsoft Word, Accounts Receivable, Microsoft Office, Customer Service, PowerPoint, Research, Outlook, Teaching, US GAAP, QuickBooks, Time Management, Analysis, Data Analysis, English, Windows, Photoshop, HTML, Public Speaking, Budgets, Strategic Planning, Datatel, TAM, SharePoint, Auditing, Caseware, CCH ProSystem fx, ProSystem fx Tax
Education
Rutgers, The State University of New Jersey - Rutgers Business School
MS Taxation, Tax Law/Taxation
William Paterson University of New Jersey 2012 — 2013
Bachelor of Science (BS), Accounting (Hon.), 4.0
Bergen Community College 2010 — 2012
Associates of Science (A.S.), Accounting and Business Management (Hon.), 4.0
Eliana Garces's SaxBST Experience November 2014 - Present
Job Accountant Associate
Industry Financial Services
Experience
SaxBST November 2014 - Present
Global Association of Risk Professionals (GARP) 2013 - October 2014
FX Solutions 2009 - 2012
Gourmet Foods Inc February 2007 - June 2009
Skills
Accounting, Account Reconciliation, Financial Reporting, Accounts Payable, Microsoft Office, Great Plains Software, Teamwork, Financial Analysis, Financial Accounting, Microsoft Excel, US GAAP, Bilingual, Invoicing, Customer Service, Equities, External Audit, General Ledger, Auditing, Management, QuickBooks, Accounts Receivable, GAAP
Education
Montclair State University 2005 — 2009
Bachelor's degree, Accounting
SaxBST November 2014 - Present
Global Association of Risk Professionals (GARP) 2013 - October 2014
FX Solutions 2009 - 2012
Gourmet Foods Inc February 2007 - June 2009
Skills
Accounting, Account Reconciliation, Financial Reporting, Accounts Payable, Microsoft Office, Great Plains Software, Teamwork, Financial Analysis, Financial Accounting, Microsoft Excel, US GAAP, Bilingual, Invoicing, Customer Service, Equities, External Audit, General Ledger, Auditing, Management, QuickBooks, Accounts Receivable, GAAP
Education
Montclair State University 2005 — 2009
Bachelor's degree, Accounting
Lindsey (Farr) Amadon Lindsey (Farr) Amadon's SaxBST Experience July 2015 - Present
Job Senior Audit Associate at SaxBST
Industry Accounting
Experience
SaxBST July 2015 - Present
SaxBST May 2014 - July 2015
SaxBST May 2012 - May 2014
Mary D Farr Accounting, LLC January 2007 - December 2011
Stewarts Shop June 2009 - August 2011
Skills
QuickBooks, Invoicing, Bank Reconciliation, Tax, Tax Returns, Quicken, Time Management, Accounting, Auditing, Payroll Taxes, Banking, Microsoft Excel, Financial Reporting, Internal Controls, Microsoft Word, PowerPoint, General Ledger, Budgets, Microsoft Office, Outlook
Education
Siena College 2011 — 2014
Masters of Science, Accounting
Bryant University 2010 — 2011
SaxBST July 2015 - Present
SaxBST May 2014 - July 2015
SaxBST May 2012 - May 2014
Mary D Farr Accounting, LLC January 2007 - December 2011
Stewarts Shop June 2009 - August 2011
Skills
QuickBooks, Invoicing, Bank Reconciliation, Tax, Tax Returns, Quicken, Time Management, Accounting, Auditing, Payroll Taxes, Banking, Microsoft Excel, Financial Reporting, Internal Controls, Microsoft Word, PowerPoint, General Ledger, Budgets, Microsoft Office, Outlook
Education
Siena College 2011 — 2014
Masters of Science, Accounting
Bryant University 2010 — 2011
Christopher Manico's SaxBST Experience January 2015 - Present
Job Tax Associate at SaxBST
Industry Accounting
Experience
SaxBST January 2015 - Present
LCS&Z, LLP January 2014 - December 2014
Hoffman Car Wash June 2013 - December 2013
General Electric Company June 2012 - June 2013
Russell Parker Tax Accounting Firm August 2011 - April 2013
Hannaford Bros. Co February 2005 - August 2012
Skills
Accounting, Taxations, Financial Accounting, Tax, Project Management
Education
SUNY Albany 2012 — 2013
Master's degree, Taxation
University at Albany 2008 — 2013
Bachelor of Accounting; M.S, Taxation; Accounting; Taxation
SUNY Albany 2008 — 2012
Bachelor's degree, Accounting
Shaker High School
SaxBST January 2015 - Present
LCS&Z, LLP January 2014 - December 2014
Hoffman Car Wash June 2013 - December 2013
General Electric Company June 2012 - June 2013
Russell Parker Tax Accounting Firm August 2011 - April 2013
Hannaford Bros. Co February 2005 - August 2012
Skills
Accounting, Taxations, Financial Accounting, Tax, Project Management
Education
SUNY Albany 2012 — 2013
Master's degree, Taxation
University at Albany 2008 — 2013
Bachelor of Accounting; M.S, Taxation; Accounting; Taxation
SUNY Albany 2008 — 2012
Bachelor's degree, Accounting
Shaker High School
Robert Hopper Robert Hopper's SaxBST Experience January 1989 - Present
Job Principal at SaxBST
Industry Accounting
Experience
SaxBST January 1989 - Present
Education
Rutgers, The State University of New Jersey-Newark 1973 — 1977
Bachelor's degree, Accounting
SaxBST January 1989 - Present
Education
Rutgers, The State University of New Jersey-Newark 1973 — 1977
Bachelor's degree, Accounting
Austin Leff Austin Leff's SaxBST Experience January 2014 - Present
Job Audit Associate at SaxBST
Industry Accounting
Experience
SaxBST January 2014 - Present
CostaRothbort LLC August 2013 - December 2013
Armao, Costa & Ricciardi, CPAs, P.C. January 2013 - May 2013
The Modern August 2010 - February 2011
Dos Caminos April 2007 - June 2010
VuDu Studios September 2004 - March 2007
Skills
Auditing, Tax Preparation, Forensic Accounting, Prosystems, QuickBooks, Microsoft Excel, Microsoft Access, Microsoft Word, Microsoft Windows, Microsoft Office, Accounting, Financial Statements
Education
State University of New York College at Old Westbury 2012 — 2014
B.S., Accounting, 4.0
Nassau Community College 2004 — 2005
Certification, Studio Recording Technology
Nassau Community College 1999 — 2002
Associates Degree, Liberal Arts
SaxBST January 2014 - Present
CostaRothbort LLC August 2013 - December 2013
Armao, Costa & Ricciardi, CPAs, P.C. January 2013 - May 2013
The Modern August 2010 - February 2011
Dos Caminos April 2007 - June 2010
VuDu Studios September 2004 - March 2007
Skills
Auditing, Tax Preparation, Forensic Accounting, Prosystems, QuickBooks, Microsoft Excel, Microsoft Access, Microsoft Word, Microsoft Windows, Microsoft Office, Accounting, Financial Statements
Education
State University of New York College at Old Westbury 2012 — 2014
B.S., Accounting, 4.0
Nassau Community College 2004 — 2005
Certification, Studio Recording Technology
Nassau Community College 1999 — 2002
Associates Degree, Liberal Arts
Christopher O'Keefe, CPA Christopher O'Keefe, CPA's SaxBST Experience October 2013 - Present
Job Associate at SaxBST LLP
Industry Accounting
Experience
SaxBST October 2013 - Present
NIP Group, Inc. September 2011 - October 2013
Capital Financial Partners, LLC September 2010 - May 2011
Skills
Accounting, Bank Reconciliation, Journal Entries, General Ledger, Financial Statements, Microsoft Excel, Account Reconciliation, Accounts Receivable, Accounts Payable, Outlook, Financial Accounting, Cash Flow, CPA, TAM
Education
Loyola University Maryland 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
SaxBST October 2013 - Present
NIP Group, Inc. September 2011 - October 2013
Capital Financial Partners, LLC September 2010 - May 2011
Skills
Accounting, Bank Reconciliation, Journal Entries, General Ledger, Financial Statements, Microsoft Excel, Account Reconciliation, Accounts Receivable, Accounts Payable, Outlook, Financial Accounting, Cash Flow, CPA, TAM
Education
Loyola University Maryland 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Paul Zarecki, CPA, CFE, CFF Paul Zarecki, CPA, CFE, CFF's SaxBST Experience October 2005 - Present
Job Certified Fraud Examiner and Forensic Accountant at SaxBST
Industry Accounting
Experience
SaxBST October 2005 - Present
Skills
Forensic Accounting, Fraud, Internal Controls, Internal Audit, Risk Assessment, CPA, Accounting, Tax, Auditing, GAAP, US GAAP, Financial Statements, Financial Reporting, Financial Accounting, Certified Fraud Examiner, Finance
Education
Le Moyne College 1988 — 1990
Bachelor's degree, Accounting
Hudson Valley Community College 1986 — 1988
Associate's degree, Accounting and Business/Management
SaxBST October 2005 - Present
Skills
Forensic Accounting, Fraud, Internal Controls, Internal Audit, Risk Assessment, CPA, Accounting, Tax, Auditing, GAAP, US GAAP, Financial Statements, Financial Reporting, Financial Accounting, Certified Fraud Examiner, Finance
Education
Le Moyne College 1988 — 1990
Bachelor's degree, Accounting
Hudson Valley Community College 1986 — 1988
Associate's degree, Accounting and Business/Management
Carolyn Houck Carolyn Houck's SaxBST Experience December 2008 - Present
Job Human Resource Manager at SaxBST
Industry Human Resources
Experience
SaxBST December 2008 - Present
PricewaterhouseCoopers November 1982 - July 2007
Skills
Recruiting, Employee Relations, Performance Management, Human Resources, Employee Benefits, Succession Planning, Workforce Planning, Benefits Administration, Management Consulting, Performance Appraisal, Auditing, Payroll
Education
State University of New York College of Agriculture and Technology at Cobleskill
SaxBST December 2008 - Present
PricewaterhouseCoopers November 1982 - July 2007
Skills
Recruiting, Employee Relations, Performance Management, Human Resources, Employee Benefits, Succession Planning, Workforce Planning, Benefits Administration, Management Consulting, Performance Appraisal, Auditing, Payroll
Education
State University of New York College of Agriculture and Technology at Cobleskill
Scott Loesch Scott Loesch's SaxBST Experience June 2013 - Present
Job Senior Analyst at SaxBST
Industry Accounting
Experience
SaxBST June 2013 - Present
Reinsel Kuntz Lesher LLP February 2012 - September 2012
WireMesh Products September 2008 - February 2012
Skills
Accounting, Financial Analysis, PowerPoint, Forensic Accounting, EnCase, Microsoft Excel, Microsoft Word, Financial Modeling, Business Valuation, Valuation, Computer Forensics, Analytics, Data Analysis, Research, Market Research, Industry Research, No-Fault, Business Interruption..., CPA
Education
State University of New York at Albany 2012 — 2013
Master of Science (MS), Forensic Accounting, Overall/Major: 3.74 - Received Graduate Academic Excellence Award-MS Forensic A.
York College of Pennsylvania 2009 — 2012
Bachelor of Science (BS), Accounting, Overall: 3.88, Major: 4.0 - Graduated Magna Cum Laude
SaxBST June 2013 - Present
Reinsel Kuntz Lesher LLP February 2012 - September 2012
WireMesh Products September 2008 - February 2012
Skills
Accounting, Financial Analysis, PowerPoint, Forensic Accounting, EnCase, Microsoft Excel, Microsoft Word, Financial Modeling, Business Valuation, Valuation, Computer Forensics, Analytics, Data Analysis, Research, Market Research, Industry Research, No-Fault, Business Interruption..., CPA
Education
State University of New York at Albany 2012 — 2013
Master of Science (MS), Forensic Accounting, Overall/Major: 3.74 - Received Graduate Academic Excellence Award-MS Forensic A.
York College of Pennsylvania 2009 — 2012
Bachelor of Science (BS), Accounting, Overall: 3.88, Major: 4.0 - Graduated Magna Cum Laude
Kevin Sforza Kevin Sforza's SaxBST Experience June 2013 - August 2013
Job Middle Market Underwriting Trainee at Zurich North America
Industry Insurance
Experience
Zurich North America June 2015 - Present
Ironshore Insurance May 2014 - August 2014
D-BAT Mountainside Baseball and Softball Academy December 2011 - May 2014
SaxBST June 2013 - August 2013
Union Paving and Construction June 2009 - August 2011
Skills
Microsoft Excel, Baseball, Mathematics, Social Skills, Business Services, Leadership, Computers, Social Media, Microsoft Office, Microsoft Word, Golf, PowerPoint, Insurance, Accounting, Stock Market, Financial Analysis, Finance
Education
Seton Hall University 2011 — 2015
Bachelor’s Degree, Accounting, Graduated
Governor Livingston High School 2007 — 2011
Zurich North America June 2015 - Present
Ironshore Insurance May 2014 - August 2014
D-BAT Mountainside Baseball and Softball Academy December 2011 - May 2014
SaxBST June 2013 - August 2013
Union Paving and Construction June 2009 - August 2011
Skills
Microsoft Excel, Baseball, Mathematics, Social Skills, Business Services, Leadership, Computers, Social Media, Microsoft Office, Microsoft Word, Golf, PowerPoint, Insurance, Accounting, Stock Market, Financial Analysis, Finance
Education
Seton Hall University 2011 — 2015
Bachelor’s Degree, Accounting, Graduated
Governor Livingston High School 2007 — 2011
Meaghan Scovello Meaghan Scovello's SaxBST Experience November 2010 - Present
Job Valuation, Forensic and Litigation Group
Industry Accounting
Experience
SaxBST November 2010 - Present
KPMG September 2008 - November 2010
Skills
Auditing, Financial Audits, Valuation, Financial Statements, Accounting, Internal Controls, SEC filings, GAAP, CPA, US GAAP, Sarbanes-Oxley Act, External Audit
Education
Siena College 2004 — 2008
BS, Accounting
SaxBST November 2010 - Present
KPMG September 2008 - November 2010
Skills
Auditing, Financial Audits, Valuation, Financial Statements, Accounting, Internal Controls, SEC filings, GAAP, CPA, US GAAP, Sarbanes-Oxley Act, External Audit
Education
Siena College 2004 — 2008
BS, Accounting
Ronald L Guzior Ronald L Guzior's SaxBST Experience January 1988 - Present
Job Partner at BST
Industry Accounting
Experience
SaxBST January 1988 - Present
Bloch & Johnson CPAs P.C. September 1985 - December 1987
Skills
Accounting, QuickBooks, Internal Controls, Financial Reporting, Auditing, Partnership Taxation, Tax Preparation, US GAAP, Tax Research, CPA, Financial Accounting, Financial Statements, GAAP, Forensic Accounting, Corporate Tax, Budgets, Strategic Planning, Tax, Cost Accounting, Income Tax, Financial Analysis, Due Diligence, Nonprofits, Sarbanes-Oxley Act, Fixed Assets, Small Business, Partner Management
Education
Siena College 1980 — 1984
BBA, Accounting
SaxBST January 1988 - Present
Bloch & Johnson CPAs P.C. September 1985 - December 1987
Skills
Accounting, QuickBooks, Internal Controls, Financial Reporting, Auditing, Partnership Taxation, Tax Preparation, US GAAP, Tax Research, CPA, Financial Accounting, Financial Statements, GAAP, Forensic Accounting, Corporate Tax, Budgets, Strategic Planning, Tax, Cost Accounting, Income Tax, Financial Analysis, Due Diligence, Nonprofits, Sarbanes-Oxley Act, Fixed Assets, Small Business, Partner Management
Education
Siena College 1980 — 1984
BBA, Accounting
Charles Amodio Charles Amodio's SaxBST Experience October 2005 - Present
Job Partner at SaxBST
Industry Accounting
Experience
SaxBST October 2005 - Present
Skills
CPA, Forensic Accounting, Litigation, Analysis, Claim, Fraud, Insurance, Internal Controls, Audits of Employee..., Auditing, Forensic Analysis, Customer Service, GAAP, US GAAP, Accounting, Tax, Tax Research, Financial Analysis, Financial Reporting, Management, Financial Statements
Education
The College of Saint Rose 1995 — 1997
SaxBST October 2005 - Present
Skills
CPA, Forensic Accounting, Litigation, Analysis, Claim, Fraud, Insurance, Internal Controls, Audits of Employee..., Auditing, Forensic Analysis, Customer Service, GAAP, US GAAP, Accounting, Tax, Tax Research, Financial Analysis, Financial Reporting, Management, Financial Statements
Education
The College of Saint Rose 1995 — 1997
Christopher Lazzaro, CPA, MBA Christopher Lazzaro, CPA, MBA's SaxBST Experience September 2006 - Present
Job Senior Tax Manager at SaxBST
Industry Accounting
Experience
SaxBST September 2006 - Present
Skills
Tax, Accounting, Tax Research, Partnership Taxation, Corporate Tax, Income Tax, US Tax, Tax Accounting, ProSystem fx Tax, S Corporations, Tax Preparation, Financial Analysis, Tax Returns, Tax Advisory, Fixed Assets, Nonprofits, Financial Planning, Financial Planners, ASC 740
Education
Montclair State University 2006 — 2010
Master of Business Administration (MBA), Accounting
Saint Michael's College 2002 — 2006
Bachelor’s Degree, Accounting
SaxBST September 2006 - Present
Skills
Tax, Accounting, Tax Research, Partnership Taxation, Corporate Tax, Income Tax, US Tax, Tax Accounting, ProSystem fx Tax, S Corporations, Tax Preparation, Financial Analysis, Tax Returns, Tax Advisory, Fixed Assets, Nonprofits, Financial Planning, Financial Planners, ASC 740
Education
Montclair State University 2006 — 2010
Master of Business Administration (MBA), Accounting
Saint Michael's College 2002 — 2006
Bachelor’s Degree, Accounting
Sheka Mansaray's SaxBST Experience July 2014 - Present
Job SaxBST
Industry Accounting
Experience
SaxBST July 2014 - Present
SaxBST October 2013 - June 2014
Fairleigh Dickinson University August 2008 - 2013
Barnes & Noble June 2011 - August 2011
Skills
Accounting, Financial Reporting, Excel, Tax Preparation, Accounts Receivable, Auditing, Business Communications, Team Leadership, PeopleSoft, Access, Finance, Financial Accounting, Social Media, Research, PowerPoint, Microsoft Excel, Time Management, Microsoft Word
Education
Fairleigh Dickinson University 2012 — 2013
Master of Science (M.S.), Accounting
Fairleigh Dickinson University-Metropolitan Campus 2008 — 2012
Bachelor of Science (B.S.), Accounting
SaxBST July 2014 - Present
SaxBST October 2013 - June 2014
Fairleigh Dickinson University August 2008 - 2013
Barnes & Noble June 2011 - August 2011
Skills
Accounting, Financial Reporting, Excel, Tax Preparation, Accounts Receivable, Auditing, Business Communications, Team Leadership, PeopleSoft, Access, Finance, Financial Accounting, Social Media, Research, PowerPoint, Microsoft Excel, Time Management, Microsoft Word
Education
Fairleigh Dickinson University 2012 — 2013
Master of Science (M.S.), Accounting
Fairleigh Dickinson University-Metropolitan Campus 2008 — 2012
Bachelor of Science (B.S.), Accounting
Jessica McCloud Jessica McCloud's SaxBST Experience August 2011 - Present
Job Senior Analyst at SaxBST
Industry Accounting
Experience
SaxBST August 2011 - Present
Trans World Entertainment May 2011 - August 2011
LCS&Z, LLP January 2011 - April 2011
The College of Saint Rose September 2010 - April 2011
Trans World Entertainment May 2010 - September 2010
GE June 2009 - May 2010
Skills
Internal Audit, Accounting, Internal Controls, Auditing, Financial Reporting, Tax, Financial Analysis, Financial Accounting, GAAP, CPA, Financial Statements
Education
The College of Saint Rose 2010 — 2011
Master of Science (MS), Accounting
State University of New York at Albany 2008 — 2010
Bachelor of Science (BS), Accounting
Hudson Valley Community College 2006 — 2008
Associate of Science (AS), Business Administration and Management, General
SaxBST August 2011 - Present
Trans World Entertainment May 2011 - August 2011
LCS&Z, LLP January 2011 - April 2011
The College of Saint Rose September 2010 - April 2011
Trans World Entertainment May 2010 - September 2010
GE June 2009 - May 2010
Skills
Internal Audit, Accounting, Internal Controls, Auditing, Financial Reporting, Tax, Financial Analysis, Financial Accounting, GAAP, CPA, Financial Statements
Education
The College of Saint Rose 2010 — 2011
Master of Science (MS), Accounting
State University of New York at Albany 2008 — 2010
Bachelor of Science (BS), Accounting
Hudson Valley Community College 2006 — 2008
Associate of Science (AS), Business Administration and Management, General
Travis Duran's SaxBST Experience November 2014 - Present
Job Associate at SaxBST
Industry Accounting
Experience
SaxBST November 2014 - Present
Northeast Dental Management March 2013 - October 2014
Atlantic Insurors December 2012 - March 2013
Towers Watson June 2012 - August 2012
Fordham IT at Fordham University March 2011 - October 2011
Northstar Travel Media, LLC June 2011 - August 2011
AMS Electronics June 2010 - September 2010
Vector Marketing June 2009 - September 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Citrix, Google Analytics, Google Docs, Google Sites, Fishbowl Inventory, Access, Financial Analysis, QuickBooks, Financial Reporting, Computer Repair, Computer Hardware..., Computer Maintenance, Computer Network..., Cloud Computing, Bank Reconciliation, Microsoft Office, Research, Sales, Accounting, Public Speaking
Education
Montclair State University 2012 — 2014
Master's degree, Accounting
Fordham University 2008 — 2012
Bachelor of Science (BS), Accounting Information Systems
Gabelli School of Business 2008 — 2012
Bachelor of Science, Accounting Information Systems
Don Bosco Preparatory High School 2004 — 2008
High School Diploma
SaxBST November 2014 - Present
Northeast Dental Management March 2013 - October 2014
Atlantic Insurors December 2012 - March 2013
Towers Watson June 2012 - August 2012
Fordham IT at Fordham University March 2011 - October 2011
Northstar Travel Media, LLC June 2011 - August 2011
AMS Electronics June 2010 - September 2010
Vector Marketing June 2009 - September 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Citrix, Google Analytics, Google Docs, Google Sites, Fishbowl Inventory, Access, Financial Analysis, QuickBooks, Financial Reporting, Computer Repair, Computer Hardware..., Computer Maintenance, Computer Network..., Cloud Computing, Bank Reconciliation, Microsoft Office, Research, Sales, Accounting, Public Speaking
Education
Montclair State University 2012 — 2014
Master's degree, Accounting
Fordham University 2008 — 2012
Bachelor of Science (BS), Accounting Information Systems
Gabelli School of Business 2008 — 2012
Bachelor of Science, Accounting Information Systems
Don Bosco Preparatory High School 2004 — 2008
High School Diploma
Brian Mastrelli Brian Mastrelli's SaxBST Experience January 1997 - January 2000
Job Director at CohnReznick LLP
Industry Accounting
Experience
CohnReznick LLP November 2002 - Present
EisnerAmper LLP January 2000 - November 2002
SaxBST January 1997 - January 2000
Skills
Auditing, GAAP, CPA, Internal Controls, US GAAP, Accounting, Financial Reporting, Financial Accounting, External Audit, SEC Filings
Education
Montclair State University 1994 — 1996
Bachelor of Science, Business, Accounting
CohnReznick LLP November 2002 - Present
EisnerAmper LLP January 2000 - November 2002
SaxBST January 1997 - January 2000
Skills
Auditing, GAAP, CPA, Internal Controls, US GAAP, Accounting, Financial Reporting, Financial Accounting, External Audit, SEC Filings
Education
Montclair State University 1994 — 1996
Bachelor of Science, Business, Accounting
Bethany Lillie Bethany Lillie's SaxBST Experience July 2015 - Present
Job Senior Audit Associate at SaxBST
Industry Accounting
Experience
SaxBST July 2015 - Present
SaxBST March 2014 - June 2015
Anchin, Block & Anchin LLP November 2012 - March 2014
CID Entertainment June 2012 - November 2012
Syracuse University September 2011 - May 2012
Hartwick College September 2009 - June 2011
Hartwick College July 2009 - June 2011
Hartwick College March 2008 - June 2011
Kushi & Myers June 2010 - August 2010
Skills
Event Planning, Microsoft Office, PowerPoint, Research, Outlook, Microsoft Word, Non-profits, Accounts Payable, Financial Accounting, Accounting, QuickBooks, Nonprofits, Fundraising, Time Management, Financial Statements, Microsoft Excel, Management, Training, Auditing
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2012
Master of Science (MS), Accounting
Hartwick College 2007 — 2011
Bachelors of Science, Bachelors of Art, Accounting CPA, Business Administration, Religious Studies
Copenhagen Business School 2009 — 2009
Bachelor of Arts, Business Administration
SaxBST July 2015 - Present
SaxBST March 2014 - June 2015
Anchin, Block & Anchin LLP November 2012 - March 2014
CID Entertainment June 2012 - November 2012
Syracuse University September 2011 - May 2012
Hartwick College September 2009 - June 2011
Hartwick College July 2009 - June 2011
Hartwick College March 2008 - June 2011
Kushi & Myers June 2010 - August 2010
Skills
Event Planning, Microsoft Office, PowerPoint, Research, Outlook, Microsoft Word, Non-profits, Accounts Payable, Financial Accounting, Accounting, QuickBooks, Nonprofits, Fundraising, Time Management, Financial Statements, Microsoft Excel, Management, Training, Auditing
Education
Syracuse University - Martin J. Whitman School of Management 2011 — 2012
Master of Science (MS), Accounting
Hartwick College 2007 — 2011
Bachelors of Science, Bachelors of Art, Accounting CPA, Business Administration, Religious Studies
Copenhagen Business School 2009 — 2009
Bachelor of Arts, Business Administration
John Z. Murphy John Z. Murphy's SaxBST Experience September 2015 - Present
Job Director, Business Developement at SaxBST
Industry Financial Services
Experience
SaxBST September 2015 - Present
Gravitas May 2013 - September 2015
Lenox Advisors November 2011 - May 2013
Certified Financial Services April 2010 - October 2011
Skills
Strategic Financial..., Estate Planning, Retirement Planning, Wealth Management, Investments, Organization, Asset Protection, Disabilities, Strategic Planning, Fixed Annuities, Retirement, Series 7, Disability Insurance, Long-term Care, Insurance, Life Insurance, 401k, Mutual Funds, Asset Allocation, Securities, Long Term Care Insurance, Wealth, Asset Managment, Risk Management, Financial Analysis, Buy-sell Agreements, Alternative Investments, Financial Services, Investment Advisory, Employee Benefits, Financial Advisory, Fixed Income, Portfolio Management, Finance
Education
Ramapo College of New Jersey 2005 — 2010
Business Communications, Finance
SaxBST September 2015 - Present
Gravitas May 2013 - September 2015
Lenox Advisors November 2011 - May 2013
Certified Financial Services April 2010 - October 2011
Skills
Strategic Financial..., Estate Planning, Retirement Planning, Wealth Management, Investments, Organization, Asset Protection, Disabilities, Strategic Planning, Fixed Annuities, Retirement, Series 7, Disability Insurance, Long-term Care, Insurance, Life Insurance, 401k, Mutual Funds, Asset Allocation, Securities, Long Term Care Insurance, Wealth, Asset Managment, Risk Management, Financial Analysis, Buy-sell Agreements, Alternative Investments, Financial Services, Investment Advisory, Employee Benefits, Financial Advisory, Fixed Income, Portfolio Management, Finance
Education
Ramapo College of New Jersey 2005 — 2010
Business Communications, Finance
Kimberly (Frisbee) Wright Kimberly (Frisbee) Wright's SaxBST Experience November 2008 - Present
Job Tax Manager at SaxBST
Industry Accounting
Experience
SaxBST November 2008 - Present
Trans World Entertainment September 2005 - November 2008
Skills
Income Tax, Corporate Tax, Tax Preparation, Microsoft Excel
Education
The College of Saint Rose 2001 — 2005
Master's degree, Accounting
SaxBST November 2008 - Present
Trans World Entertainment September 2005 - November 2008
Skills
Income Tax, Corporate Tax, Tax Preparation, Microsoft Excel
Education
The College of Saint Rose 2001 — 2005
Master's degree, Accounting
Gina Perrone, CPA, MST Gina Perrone, CPA, MST's SaxBST Experience September 2011 - Present
Job Tax Senior at SMF
Industry Accounting
Experience
SaxBST September 2011 - Present
Gramkow, Carnevale, Seifert & Co., LLC December 2008 - September 2011
Skills
Income Tax, Tax, Tax Research, Tax Advisory, CPA, QuickBooks, Tax Returns, Accounting, Fixed Assets, GAAP, Tax Preparation, Partnership Taxation, Corporate Tax, Auditing, Tax Accounting, International Tax, Financial Accounting, Account Reconciliation, Internal Controls, US Tax, ProSystem fx Tax, Sales Tax, Financial Reporting, US GAAP, General Ledger
Education
Fairleigh Dickinson University 2009 — 2011
Masters, Taxation
Montclair State University 2000 — 2004
BS, Accounting
SaxBST September 2011 - Present
Gramkow, Carnevale, Seifert & Co., LLC December 2008 - September 2011
Skills
Income Tax, Tax, Tax Research, Tax Advisory, CPA, QuickBooks, Tax Returns, Accounting, Fixed Assets, GAAP, Tax Preparation, Partnership Taxation, Corporate Tax, Auditing, Tax Accounting, International Tax, Financial Accounting, Account Reconciliation, Internal Controls, US Tax, ProSystem fx Tax, Sales Tax, Financial Reporting, US GAAP, General Ledger
Education
Fairleigh Dickinson University 2009 — 2011
Masters, Taxation
Montclair State University 2000 — 2004
BS, Accounting
Heather Lorenzo, CPA's SaxBST Experience December 2014 - September 2015
Job HLLCPA, LLC
Industry Accounting
Experience
SaxBST December 2014 - September 2015
Sax Macy Fromm & Co PC November 2000 - July 2012
Barry N. Rein & Associates May 1999 - November 2000
World Savings and Loan 1992 - 1999
Skills
Accounting, Payroll, Tax, QuickBooks, Tax Preparation, Tax Research, Income Tax, Corporate Tax, Financial Analysis, Real Estate, Tax Accounting, Small Business, Partnership Taxation
Education
Ramapo College of New Jersey 1991 — 1995
BS, Accounting
SaxBST December 2014 - September 2015
Sax Macy Fromm & Co PC November 2000 - July 2012
Barry N. Rein & Associates May 1999 - November 2000
World Savings and Loan 1992 - 1999
Skills
Accounting, Payroll, Tax, QuickBooks, Tax Preparation, Tax Research, Income Tax, Corporate Tax, Financial Analysis, Real Estate, Tax Accounting, Small Business, Partnership Taxation
Education
Ramapo College of New Jersey 1991 — 1995
BS, Accounting
Brittany Tangora's SaxBST Experience June 2015 - Present
Job Aspiring Entertainment Product Manager
Industry Public Relations and Communications
Experience
SaxBST June 2015 - Present
Tangora Technologies Inc January 2009 - Present
Righteous Babe Records February 2015 - May 2015
Macy's May 2014 - September 2014
S & B Staffing - Sargent and Blais May 2013 - August 2013
Skills
Communication, Public Relations, Sales, Event Planning, Social Media, Facebook, Social Networking, PowerPoint, Microsoft Office, Microsoft Excel, Time Management, Public Speaking, Leadership, Customer Service, Microsoft Word
Education
Canisius College 2012 — 2016
Communication and Media Studies, Junior
SaxBST June 2015 - Present
Tangora Technologies Inc January 2009 - Present
Righteous Babe Records February 2015 - May 2015
Macy's May 2014 - September 2014
S & B Staffing - Sargent and Blais May 2013 - August 2013
Skills
Communication, Public Relations, Sales, Event Planning, Social Media, Facebook, Social Networking, PowerPoint, Microsoft Office, Microsoft Excel, Time Management, Public Speaking, Leadership, Customer Service, Microsoft Word
Education
Canisius College 2012 — 2016
Communication and Media Studies, Junior
Todd Teresco Todd Teresco's SaxBST Experience November 2014 - Present
Job Senior Tax Manager at SaxBST
Industry Accounting
Experience
SaxBST November 2014 - Present
PricewaterhouseCoopers November 2005 - October 2014
Com-Tech Electonics November 2001 - November 2005
Wojeski & Company CPAs, PC September 1996 - October 2001
Education
The College of Saint Rose 1992 — 1996
Bachelor of Science (B.S.), Accounting
SaxBST November 2014 - Present
PricewaterhouseCoopers November 2005 - October 2014
Com-Tech Electonics November 2001 - November 2005
Wojeski & Company CPAs, PC September 1996 - October 2001
Education
The College of Saint Rose 1992 — 1996
Bachelor of Science (B.S.), Accounting
Jesse Bertram's SaxBST Experience January 2002 - Present
Job IT Systems Administrator at SaxBST
Industry Accounting
Experience
SaxBST January 2002 - Present
Albany Society for the Advancement of Philanthropy (ASAP) November 2009 - Present
Pitney Bowes June 2000 - January 2002
Skills
Servers, Help Desk Support, Citrix, VPN, Lotus Notes, Microsoft Office, Video Conferencing, Blackberry Enterprise..., Hardware, WAN, Technical Training, Technical Writing, iPhone Support, Virtual Assistance, Software Installation, DNS, Norton Ghost, GoToMeeting, VMware, Remote Assistance, Windows Server, Windows, Good for Enterprise, VoIP, PGP, iOS, CCH ProSystem fx, Caseware, VNC, Dell Computers, Adobe Acrobat, Android, WordPress, Web Design
Education
Bryant and Stratton College 1999 — 2000
A.O.S (2), (1) Internet & Networking (2) Programming
Hudson Valley Community College 1995 — 1996
SaxBST January 2002 - Present
Albany Society for the Advancement of Philanthropy (ASAP) November 2009 - Present
Pitney Bowes June 2000 - January 2002
Skills
Servers, Help Desk Support, Citrix, VPN, Lotus Notes, Microsoft Office, Video Conferencing, Blackberry Enterprise..., Hardware, WAN, Technical Training, Technical Writing, iPhone Support, Virtual Assistance, Software Installation, DNS, Norton Ghost, GoToMeeting, VMware, Remote Assistance, Windows Server, Windows, Good for Enterprise, VoIP, PGP, iOS, CCH ProSystem fx, Caseware, VNC, Dell Computers, Adobe Acrobat, Android, WordPress, Web Design
Education
Bryant and Stratton College 1999 — 2000
A.O.S (2), (1) Internet & Networking (2) Programming
Hudson Valley Community College 1995 — 1996
Missy Setzer Missy Setzer's SaxBST Experience November 2010 - Present
Job Manager at SaxBST
Industry Accounting
Experience
SaxBST November 2010 - Present
Dr. Samuel Romano DMD May 2010 - November 2010
ParenteBeard, LLC January 2010 - July 2010
Donahue & Co, CPAs January 2009 - January 2010
Rod's Steak and Seafood Grill November 2007 - December 2008
Skills
Cash Flow, Financial Statements, Tax, Auditing, QuickBooks, Payroll, GAAP, Accounting, Corporate Tax
Education
Fairleigh Dickinson University 2006 — 2010
BS, Accounting
Fairleigh Dickinson University 2006 — 2010
MS, Accounting
SaxBST November 2010 - Present
Dr. Samuel Romano DMD May 2010 - November 2010
ParenteBeard, LLC January 2010 - July 2010
Donahue & Co, CPAs January 2009 - January 2010
Rod's Steak and Seafood Grill November 2007 - December 2008
Skills
Cash Flow, Financial Statements, Tax, Auditing, QuickBooks, Payroll, GAAP, Accounting, Corporate Tax
Education
Fairleigh Dickinson University 2006 — 2010
BS, Accounting
Fairleigh Dickinson University 2006 — 2010
MS, Accounting
Caleb Barton, CFE, MSFA's SaxBST Experience October 2013 - Present
Job SaxBST Forensic, Valuation, and Litigation Group
Industry Accounting
Experience
SaxBST October 2013 - Present
Financial Industry Regulatory Authority May 2013 - August 2013
Wells Fargo June 2012 - May 2013
Ford Motor Company May 2011 - August 2012
Paulsen Development Company May 2006 - March 2010
Skills
Accounting, Analysis, Team Leadership, Microsoft Excel, Sales, Public Speaking, Financial Analysis, Management, Research, Customer Service, Fraud Detection, Financial Markets, Stock Market, Music, Auditing, QuickBooks, Finance, Financial Reporting
Education
State University of New York at Albany 2014 — 2015
Master's Degree, Forensic Accounting, Concentration in Finance
State University of New York at Albany 2010 — 2014
Bachelor's Degree, Accounting, 3.86 - Summa Cum Laude
SaxBST October 2013 - Present
Financial Industry Regulatory Authority May 2013 - August 2013
Wells Fargo June 2012 - May 2013
Ford Motor Company May 2011 - August 2012
Paulsen Development Company May 2006 - March 2010
Skills
Accounting, Analysis, Team Leadership, Microsoft Excel, Sales, Public Speaking, Financial Analysis, Management, Research, Customer Service, Fraud Detection, Financial Markets, Stock Market, Music, Auditing, QuickBooks, Finance, Financial Reporting
Education
State University of New York at Albany 2014 — 2015
Master's Degree, Forensic Accounting, Concentration in Finance
State University of New York at Albany 2010 — 2014
Bachelor's Degree, Accounting, 3.86 - Summa Cum Laude
Anwar Abdel-Aziz Anwar Abdel-Aziz's SaxBST Experience November 2014 - June 2015
Job Staff Accountant
Industry Real Estate
Experience
SaxBST November 2014 - June 2015
novo nordisk December 2008 - October 2014
Skills
Accounts Payable, Financial Accounting, Financial Analysis, Microsoft Excel, Budgets, Financial Reporting, Accounting, Auditing, Finance, Account Reconciliation, Financial Statements, Accounting, and..., Tax, GAAP, Accounts Receivable, Payroll Processing, Intercompany..., Financial Statement..., Financial Statement..., Customer Service, Microsoft Office, Management
Education
Montclair State University 2010 — 2013
Master of Business Administration (MBA), Accounting
Ohio University 1998 — 2002
Bachelor of Arts (BA), Economics
SaxBST November 2014 - June 2015
novo nordisk December 2008 - October 2014
Skills
Accounts Payable, Financial Accounting, Financial Analysis, Microsoft Excel, Budgets, Financial Reporting, Accounting, Auditing, Finance, Account Reconciliation, Financial Statements, Accounting, and..., Tax, GAAP, Accounts Receivable, Payroll Processing, Intercompany..., Financial Statement..., Financial Statement..., Customer Service, Microsoft Office, Management
Education
Montclair State University 2010 — 2013
Master of Business Administration (MBA), Accounting
Ohio University 1998 — 2002
Bachelor of Arts (BA), Economics
Branden Elmendorf, MBA, CPA's SaxBST Experience August 2013 - Present
Job Senior Associate at SaxBST, LLP
Industry Accounting
Experience
SaxBST August 2013 - Present
Skills
GAAP, Tax Accounting, Corporate Tax, Accounting, CPA, Tax Returns, Tax Preparation, Tax
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2009
MBA, Accounting
Siena College 2003 — 2006
BS, Economics, Accounting
Gloversville HS
Gloversville HS
SaxBST August 2013 - Present
Skills
GAAP, Tax Accounting, Corporate Tax, Accounting, CPA, Tax Returns, Tax Preparation, Tax
Education
Syracuse University - Martin J. Whitman School of Management 2007 — 2009
MBA, Accounting
Siena College 2003 — 2006
BS, Economics, Accounting
Gloversville HS
Gloversville HS
Joseph DeBarr, CPA Joseph DeBarr, CPA's SaxBST Experience October 2013 - Present
Job Associate at SaxBST LLP
Industry Accounting
Experience
SaxBST October 2013 - Present
Syracuse University August 2012 - May 2013
Skills
PowerPoint, Accounting, Microsoft Office, Teamwork, Public Speaking, Microsoft Word, Microsoft Excel
Education
Syracuse University 2012 — 2013
M.S. (Martin J. Whitman School of Management), Accounting
Keuka College 2008 — 2012
Bachelor of Science (BS), Accounting
SaxBST October 2013 - Present
Syracuse University August 2012 - May 2013
Skills
PowerPoint, Accounting, Microsoft Office, Teamwork, Public Speaking, Microsoft Word, Microsoft Excel
Education
Syracuse University 2012 — 2013
M.S. (Martin J. Whitman School of Management), Accounting
Keuka College 2008 — 2012
Bachelor of Science (BS), Accounting
Brendan K. Kennedy Brendan K. Kennedy's SaxBST Experience January 2014 - Present
Job Partner, SaxBST
Industry Accounting
Experience
SaxBST January 2014 - Present
Government Finance Officers Association (GFOA) 2015 - Present
BST Financial and Management Consultants December 2012 - December 2013
KPMG LLP December 2000 - December 2012
BST 1999 - 2000
Skills
Auditing, US GAAP, Internal Controls, External Audit, Big 4, Financial Reporting, Financial Accounting, IT Audit, Financial Analysis, CPA, Assurance, Management
Education
Siena College 1998 — 2002
BBA, Accounting
Colonie High School 1994 — 1998
SaxBST January 2014 - Present
Government Finance Officers Association (GFOA) 2015 - Present
BST Financial and Management Consultants December 2012 - December 2013
KPMG LLP December 2000 - December 2012
BST 1999 - 2000
Skills
Auditing, US GAAP, Internal Controls, External Audit, Big 4, Financial Reporting, Financial Accounting, IT Audit, Financial Analysis, CPA, Assurance, Management
Education
Siena College 1998 — 2002
BBA, Accounting
Colonie High School 1994 — 1998
Cristina Bermudez, CPA, MST's SaxBST Experience 2014 - Present
Job Tax Manager at SaxBST LLP
Industry Accounting
Experience
SaxBST 2014 - Present
SaxBST July 2013 - July 2014
Sax Macy Fromm & Co September 2007 - June 2013
Valley National Bank January 2005 - January 2006
Skills
Accounting, Tax, Quickbooks, Income Tax, Tax Research, Tax Returns, Microsoft Excel, Corporate Tax, Account Reconciliation, QuickBooks, Payroll, Fixed Assets, Partnership Taxation, ProSystem fx Tax, Tax Preparation, Not for Profit, S Corporations, CPA
Education
Fairleigh Dickinson University 2006 — 2008
MS, Taxation
Montclair State University 2003 — 2005
BS, International Business & Management
SaxBST 2014 - Present
SaxBST July 2013 - July 2014
Sax Macy Fromm & Co September 2007 - June 2013
Valley National Bank January 2005 - January 2006
Skills
Accounting, Tax, Quickbooks, Income Tax, Tax Research, Tax Returns, Microsoft Excel, Corporate Tax, Account Reconciliation, QuickBooks, Payroll, Fixed Assets, Partnership Taxation, ProSystem fx Tax, Tax Preparation, Not for Profit, S Corporations, CPA
Education
Fairleigh Dickinson University 2006 — 2008
MS, Taxation
Montclair State University 2003 — 2005
BS, International Business & Management
Thomas Farley Thomas Farley's SaxBST Experience September 2008 - November 2014
Job at
Industry Accounting
Experience
MISTRAS Group, Inc. December 2014 - Present
SaxBST September 2008 - November 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Ramapo College of New Jersey 2004 — 2008
Bachelor's degree, Accounting
MISTRAS Group, Inc. December 2014 - Present
SaxBST September 2008 - November 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Ramapo College of New Jersey 2004 — 2008
Bachelor's degree, Accounting
Andy Lee, CPA, MSA Andy Lee, CPA, MSA's SaxBST Experience July 2012 - June 2014
Job Senior Financial Analyst at Stryker
Industry Accounting
Experience
Stryker July 2014 - Present
SaxBST July 2012 - June 2014
SaxBST July 2011 - June 2012
SaxBST November 2010 - June 2011
OptumInsight July 2007 - October 2010
OptumInsight June 2006 - June 2007
Skills
Financial Reporting, Internal Controls, Auditing, IFRS, External Audit, GAAP, US GAAP, Assurance, Sarbanes-Oxley Act, Financial Accounting, Tax, Accounting, SEC filings, Internal Audit, CPA, Corporate Tax, Financial Audits, Big 4, Income Tax, General Ledger, Financial Statements, Financial Analysis, Consolidation
Education
Seton Hall University 2008 — 2010
Master's Degree, Accounting
University of Connecticut 2003 — 2006
Bachelor's Degree, Biological Science
Stryker July 2014 - Present
SaxBST July 2012 - June 2014
SaxBST July 2011 - June 2012
SaxBST November 2010 - June 2011
OptumInsight July 2007 - October 2010
OptumInsight June 2006 - June 2007
Skills
Financial Reporting, Internal Controls, Auditing, IFRS, External Audit, GAAP, US GAAP, Assurance, Sarbanes-Oxley Act, Financial Accounting, Tax, Accounting, SEC filings, Internal Audit, CPA, Corporate Tax, Financial Audits, Big 4, Income Tax, General Ledger, Financial Statements, Financial Analysis, Consolidation
Education
Seton Hall University 2008 — 2010
Master's Degree, Accounting
University of Connecticut 2003 — 2006
Bachelor's Degree, Biological Science
Lawrence Gradzki, CPA, JD, LLM's SaxBST Experience October 1983 - Present
Job Tax Principal at SaxBST
Industry Accounting
Experience
SaxBST October 1983 - Present
Skills
Partnership Taxation, Tax Research, Corporate Tax, Real Estate, Manufacturing and..., High Wealth Individual..., Tax Law, GAAP, Mergers & Acquisitions, Tax Advisory, ProSystem fx Tax, Tax Preparation, US GAAP, CPA, US Tax, S Corporations, Income Tax, High Net Worth..., Accounting
Education
University of Bridgeport School of Law (LLM) 1984 — 1987
Master of Laws (LL.M.), Taxation
Seton Hall Law School (JD) 1980 — 1983
Doctor of Law (J.D.)
Fairleigh Dickinson University 1975 — 1979
Bachelor's degree, Accounting
SaxBST October 1983 - Present
Skills
Partnership Taxation, Tax Research, Corporate Tax, Real Estate, Manufacturing and..., High Wealth Individual..., Tax Law, GAAP, Mergers & Acquisitions, Tax Advisory, ProSystem fx Tax, Tax Preparation, US GAAP, CPA, US Tax, S Corporations, Income Tax, High Net Worth..., Accounting
Education
University of Bridgeport School of Law (LLM) 1984 — 1987
Master of Laws (LL.M.), Taxation
Seton Hall Law School (JD) 1980 — 1983
Doctor of Law (J.D.)
Fairleigh Dickinson University 1975 — 1979
Bachelor's degree, Accounting
Charlene Gopaul Charlene Gopaul's SaxBST Experience September 2015 - Present
Job Tax Associate at SaxBST
Industry Accounting
Experience
SaxBST September 2015 - Present
Rosenfield and Company PLLC February 2014 - September 2015
Squan July 2013 - February 2014
Skills
Banking, Excel, Access, Word, Cash, Microsoft Office, Retail Banking, Accounting, Microsoft Excel, Microsoft Word, Peachtree, QuickBooks, Auditing, Budgets, General Ledger, Tax, Invoicing
Education
Rutgers, The State University of New Jersey-Newark 2013 — 2015
Masters, Taxation
Rutgers, The State University of New Jersey-Newark 2010 — 2013
Bachelor's degree, Accounting
Bergen Community College 2006 — 2010
Associate of Arts and Sciences (A.A.S.), Accounting/ Business Administration
SaxBST September 2015 - Present
Rosenfield and Company PLLC February 2014 - September 2015
Squan July 2013 - February 2014
Skills
Banking, Excel, Access, Word, Cash, Microsoft Office, Retail Banking, Accounting, Microsoft Excel, Microsoft Word, Peachtree, QuickBooks, Auditing, Budgets, General Ledger, Tax, Invoicing
Education
Rutgers, The State University of New Jersey-Newark 2013 — 2015
Masters, Taxation
Rutgers, The State University of New Jersey-Newark 2010 — 2013
Bachelor's degree, Accounting
Bergen Community College 2006 — 2010
Associate of Arts and Sciences (A.A.S.), Accounting/ Business Administration
Stephanie Higa, CPA Stephanie Higa, CPA's SaxBST Experience October 2011 - July 2014
Job Senior Accountant
Industry Higher Education
Experience
Production Resource Group July 2014 - Present
SaxBST October 2011 - July 2014
PNC's Regional Service September 2007 - May 2011
Skills
Microsoft Office, Access, Financial Services, Spanish, Auditing, Accounting, Customer Service, Account Reconciliation, Banking, Microsoft Excel, PowerPoint, Microsoft Word, Financial Reporting, Financial Statements, Financial Analysis, Tax, Financial Accounting
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2011
Masters, Accounting
Rutgers University Business School 2006 — 2010
Bachelors, Accounting
Production Resource Group July 2014 - Present
SaxBST October 2011 - July 2014
PNC's Regional Service September 2007 - May 2011
Skills
Microsoft Office, Access, Financial Services, Spanish, Auditing, Accounting, Customer Service, Account Reconciliation, Banking, Microsoft Excel, PowerPoint, Microsoft Word, Financial Reporting, Financial Statements, Financial Analysis, Tax, Financial Accounting
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2011
Masters, Accounting
Rutgers University Business School 2006 — 2010
Bachelors, Accounting
Michael Raymond, CPA/ABV/CFF Michael Raymond, CPA/ABV/CFF's SaxBST Experience March 1999 - Present
Job Partner at SaxBST LLP
Industry Financial Services
Experience
SaxBST March 1999 - Present
Skills
Business Valuation, Mergers & Acquisitions, Litigation Support, Valuation, Expert Witness, Tax, Financial Reporting, Litigation, Finance, Trials, Private Equity, Courts, Personal Injury, Management, Forensic Accounting, CPA, Auditing, Accounting, Internal Controls, GAAP
Education
Lehigh University
Siena College
BBA, Accounting
SaxBST March 1999 - Present
Skills
Business Valuation, Mergers & Acquisitions, Litigation Support, Valuation, Expert Witness, Tax, Financial Reporting, Litigation, Finance, Trials, Private Equity, Courts, Personal Injury, Management, Forensic Accounting, CPA, Auditing, Accounting, Internal Controls, GAAP
Education
Lehigh University
Siena College
BBA, Accounting
Corin Huff's SaxBST Experience December 2014 - Present
Job Marketing Coordinator at SaxBST
Industry Public Relations and Communications
Experience
SaxBST December 2014 - Present
Solix Inc. August 2013 - December 2014
Caryl Communications Inc. November 2010 - July 2013
Caldwell College December 2007 - January 2011
Skills
Press Releases, Media Relations, Public Relations, Non-profits, Social Media, Marketing Communications, Social Media Marketing, Copywriting, Internal Communications, Crisis Communications, Corporate Communications, Marketing, Email Marketing, Market Research
Education
Seton Hall University 2014 — 2017
Master of Arts, Strategic Communications
Montclair State University 1995 — 1999
B.A., English
SaxBST December 2014 - Present
Solix Inc. August 2013 - December 2014
Caryl Communications Inc. November 2010 - July 2013
Caldwell College December 2007 - January 2011
Skills
Press Releases, Media Relations, Public Relations, Non-profits, Social Media, Marketing Communications, Social Media Marketing, Copywriting, Internal Communications, Crisis Communications, Corporate Communications, Marketing, Email Marketing, Market Research
Education
Seton Hall University 2014 — 2017
Master of Arts, Strategic Communications
Montclair State University 1995 — 1999
B.A., English
Mark Stancher Mark Stancher's SaxBST Experience November 2014 - Present
Job Associate at SaxBST
Industry Financial Services
Experience
SaxBST November 2014 - Present
Celebrity Series of Boston June 2012 - August 2012
The Elisabeth Morrow School 2009 - 2009
Skills
Microsoft Office, SPSS, QuickBooks, Mathematica, Qualtrics, Data Analysis, Economics, Statistics, Linear Programming, Linear Programming..., ProSystem fx Tax, Caseware, Auditing, Financial Accounting, Tax Returns
Education
Fairleigh Dickinson University-Metropolitan Campus 2013 — 2014
Master of Science (MS), Accounting
Boston College 2009 — 2013
Bachelor's degree, Mathematics
SaxBST November 2014 - Present
Celebrity Series of Boston June 2012 - August 2012
The Elisabeth Morrow School 2009 - 2009
Skills
Microsoft Office, SPSS, QuickBooks, Mathematica, Qualtrics, Data Analysis, Economics, Statistics, Linear Programming, Linear Programming..., ProSystem fx Tax, Caseware, Auditing, Financial Accounting, Tax Returns
Education
Fairleigh Dickinson University-Metropolitan Campus 2013 — 2014
Master of Science (MS), Accounting
Boston College 2009 — 2013
Bachelor's degree, Mathematics
Ann DeLucco, CPA Ann DeLucco, CPA's SaxBST Experience September 2011 - Present
Job Senior Associate at SaxBST
Industry Accounting
Experience
SaxBST September 2011 - Present
BST Financial and Management Consultants October 2010 - September 2011
McGladrey June 2010 - August 2010
Goldman Sachs January 2010 - May 2010
Bollam, Sheedy and Torani September 2008 - August 2009
NonPublic Educational Services, Inc October 2006 - April 2007
Skills
Auditing, Financial Statements, CPA, Internal Audit
Education
Fordham University - Graduate School of Business Administration 2010 — 2011
MBA, Accounting
Fordham University 2006 — 2010
Bachelor of Science, Accounting
SaxBST September 2011 - Present
BST Financial and Management Consultants October 2010 - September 2011
McGladrey June 2010 - August 2010
Goldman Sachs January 2010 - May 2010
Bollam, Sheedy and Torani September 2008 - August 2009
NonPublic Educational Services, Inc October 2006 - April 2007
Skills
Auditing, Financial Statements, CPA, Internal Audit
Education
Fordham University - Graduate School of Business Administration 2010 — 2011
MBA, Accounting
Fordham University 2006 — 2010
Bachelor of Science, Accounting
Maria Venetz Maria Venetz's SaxBST Experience July 2013 - September 2014
Job QuickBooks Pro Advisor
Industry Accounting
Experience
QuickBooks Training Center 2008 - Present
SaxBST July 2013 - September 2014
Rick Edwards, Transamerica Financial Services 2006 - July 2013
Liberty Tax Service January 1998 - May 1998
Jackson & Hewitt Tax Service January 1996 - April 1997
NYS Department of Health 1985 - 1990
NYS Senate January 1984 - September 1985
Skills
Bookkeeping, Tax Preparation, Tax Accounting, QuickBooks, Accounts Payable, Tax, IRS, Financial Accounting, Accounting, Invoicing, Sales Tax, Bank Reconciliation
Education
The Sage Colleges - Russell Sage College 2010 — 2014
Bachelors, Accounting
Albany Business College 1981 — 1984
Associate, Business
Bryant & Stratton College - Albany
Associate's degree, Accounting, 3.75
QuickBooks Training Center 2008 - Present
SaxBST July 2013 - September 2014
Rick Edwards, Transamerica Financial Services 2006 - July 2013
Liberty Tax Service January 1998 - May 1998
Jackson & Hewitt Tax Service January 1996 - April 1997
NYS Department of Health 1985 - 1990
NYS Senate January 1984 - September 1985
Skills
Bookkeeping, Tax Preparation, Tax Accounting, QuickBooks, Accounts Payable, Tax, IRS, Financial Accounting, Accounting, Invoicing, Sales Tax, Bank Reconciliation
Education
The Sage Colleges - Russell Sage College 2010 — 2014
Bachelors, Accounting
Albany Business College 1981 — 1984
Associate, Business
Bryant & Stratton College - Albany
Associate's degree, Accounting, 3.75
James Sullivan, CPA James Sullivan, CPA's SaxBST Experience June 2014 - Present
Job Audit Senior Associate at SaxBST
Industry Accounting
Experience
SaxBST June 2014 - Present
Testone, Marshall & Discenza, LLP September 2010 - May 2014
Testone, Marshall & Discenza, LLP January 2008 - August 2010
Wegmans Food Markets June 2004 - August 2010
Skills
Accounting, Auditing, Single Audit, Government Accounting, CPA, Financial Statements, Nonprofits, School Districts, US GAAP, Tax Accounting, Internal Controls, Financial Reporting, Financial Accounting
Education
Le Moyne College 2005 — 2010
B.S./M.B.A., Accounting
SaxBST June 2014 - Present
Testone, Marshall & Discenza, LLP September 2010 - May 2014
Testone, Marshall & Discenza, LLP January 2008 - August 2010
Wegmans Food Markets June 2004 - August 2010
Skills
Accounting, Auditing, Single Audit, Government Accounting, CPA, Financial Statements, Nonprofits, School Districts, US GAAP, Tax Accounting, Internal Controls, Financial Reporting, Financial Accounting
Education
Le Moyne College 2005 — 2010
B.S./M.B.A., Accounting
Anthony Dattolo's SaxBST Experience October 2013 - December 2013
Job Montclair State University Graduate
Industry Higher Education
Experience
SaxBST October 2013 - December 2013
Capitol Securities Management May 2013 - October 2013
Skills
Research, Public Speaking, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Event Planning, Data Analysis, Social Networking, SPSS, Fundraising, Public Relations, Teamwork, Time Management, Facebook, Statistics, Nonprofits, Creative Writing, Leadership, Customer Service
Education
Montclair State University 2010 — 2015
Bachelor's degree, Business Adminstration with a focus in Management and Marketing
SaxBST October 2013 - December 2013
Capitol Securities Management May 2013 - October 2013
Skills
Research, Public Speaking, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Social Media, Event Planning, Data Analysis, Social Networking, SPSS, Fundraising, Public Relations, Teamwork, Time Management, Facebook, Statistics, Nonprofits, Creative Writing, Leadership, Customer Service
Education
Montclair State University 2010 — 2015
Bachelor's degree, Business Adminstration with a focus in Management and Marketing
Julia McDonald Setola's SaxBST Experience September 2013 - Present
Job Tax Manager at SaxBST
Industry Accounting
Experience
SaxBST September 2013 - Present
ThomsonReuters - Onesource Trust Tax January 2001 - September 2013
PricewaterhouseCoopers October 1999 - January 2001
US Trust August 1995 - September 1999
Skills
Tax Preparation, Tax Compliance, Trusts, Estate Tax Planning
Education
Fairleigh Dickinson University-Metropolitan Campus 1990 — 1991
MBA, Accounting
Siena College 1985 — 1989
B.S., Management
SaxBST September 2013 - Present
ThomsonReuters - Onesource Trust Tax January 2001 - September 2013
PricewaterhouseCoopers October 1999 - January 2001
US Trust August 1995 - September 1999
Skills
Tax Preparation, Tax Compliance, Trusts, Estate Tax Planning
Education
Fairleigh Dickinson University-Metropolitan Campus 1990 — 1991
MBA, Accounting
Siena College 1985 — 1989
B.S., Management
Ian Ragaini's SaxBST Experience May 2000 - Present
Job IT Manager SaxBST
Industry Financial Services
Experience
SaxBST May 2000 - Present
Skills
Project Management, Lotus Domino..., Lotus Notes, Domino Database..., Microsoft Office 2000,..., Windows 2000, XP, 7, 8, Windows Server NT,..., Avaya Communication..., Avaya Site..., Avaya IP Telephony, IT Audit, Technical Writing, Technical Training, Disaster Recovery..., Video Conferencing, IT Budget Development..., Process Improvement, Enterprise Smartphones..., Sarbanes-Oxley Act, Change Management, Internal Controls, Training, Disaster Recovery, Management
Education
Bryant and Stratton College 1998 — 2000
Dual Associate Degrees - Networking / Computer Programming, Computer Systems Networking and Telecommunications
SaxBST May 2000 - Present
Skills
Project Management, Lotus Domino..., Lotus Notes, Domino Database..., Microsoft Office 2000,..., Windows 2000, XP, 7, 8, Windows Server NT,..., Avaya Communication..., Avaya Site..., Avaya IP Telephony, IT Audit, Technical Writing, Technical Training, Disaster Recovery..., Video Conferencing, IT Budget Development..., Process Improvement, Enterprise Smartphones..., Sarbanes-Oxley Act, Change Management, Internal Controls, Training, Disaster Recovery, Management
Education
Bryant and Stratton College 1998 — 2000
Dual Associate Degrees - Networking / Computer Programming, Computer Systems Networking and Telecommunications
Sheryl Campbell's SaxBST Experience March 1997 - Present
Job Group Administrator
Industry Financial Services
Experience
SaxBST March 1997 - Present
Zdarsky, Sawicki & Agostinelli November 1990 - October 1996
Kavinoky & Cook April 1987 - October 1990
Paul M. Michalek, Esq. June 1983 - April 1987
Skills
NYS Notary Public, Leadership Development, Teamwork, Social Media, Event Planning, Legal Research
Education
Hilbert College
Associate's degree, Legal Assistant/Paralegal
SaxBST March 1997 - Present
Zdarsky, Sawicki & Agostinelli November 1990 - October 1996
Kavinoky & Cook April 1987 - October 1990
Paul M. Michalek, Esq. June 1983 - April 1987
Skills
NYS Notary Public, Leadership Development, Teamwork, Social Media, Event Planning, Legal Research
Education
Hilbert College
Associate's degree, Legal Assistant/Paralegal
Daniel Lynn's SaxBST Experience October 2013 - June 2014
Job at
Industry Accounting
Experience
Prime Companies June 2015 - Present
The United Group of Companies July 2014 - June 2015
SaxBST October 2013 - June 2014
LeverPoint Management, LLC August 2011 - September 2013
Shallo, Galluscio, Bianchi, & Fucito CPAs PC May 2009 - August 2011
KPMG August 2007 - April 2009
RJ Carignan Insurance Company January 2005 - July 2007
The Bonadio Group February 2007 - April 2007
Skills
Financial Accounting, CPA, General Ledger, Financial Reporting, Tax Returns, Internal Controls, Accounting, Auditing, Cash Flow, Financial Analysis
Education
Siena College 2005 — 2007
BS, Accounting
Prime Companies June 2015 - Present
The United Group of Companies July 2014 - June 2015
SaxBST October 2013 - June 2014
LeverPoint Management, LLC August 2011 - September 2013
Shallo, Galluscio, Bianchi, & Fucito CPAs PC May 2009 - August 2011
KPMG August 2007 - April 2009
RJ Carignan Insurance Company January 2005 - July 2007
The Bonadio Group February 2007 - April 2007
Skills
Financial Accounting, CPA, General Ledger, Financial Reporting, Tax Returns, Internal Controls, Accounting, Auditing, Cash Flow, Financial Analysis
Education
Siena College 2005 — 2007
BS, Accounting
Amit Nigalaye's SaxBST Experience November 2014 - Present
Job Audit Associate at SaxBST
Industry Accounting
Experience
SaxBST November 2014 - Present
Prudential Financial January 2014 - November 2014
O'Connor Davies, LLP February 2013 - June 2013
Bhargava Capital September 2011 - August 2012
Northwestern Mutual June 2009 - August 2009
Skills
Series 7, Microsoft Excel, Microsoft Word, SAS programming, Accounting, Auditing, Tax Accounting, Finance, Economics, Statistical Modeling, Mutual Funds
Education
Seton Hall University 2012 — 2013
Master of Science (MS), Accounting
Boston University 2007 — 2011
Bachelor of Arts (B.A.), Economics, Minor in Statistics
Wayne Hills High School 2003 — 2007
SaxBST November 2014 - Present
Prudential Financial January 2014 - November 2014
O'Connor Davies, LLP February 2013 - June 2013
Bhargava Capital September 2011 - August 2012
Northwestern Mutual June 2009 - August 2009
Skills
Series 7, Microsoft Excel, Microsoft Word, SAS programming, Accounting, Auditing, Tax Accounting, Finance, Economics, Statistical Modeling, Mutual Funds
Education
Seton Hall University 2012 — 2013
Master of Science (MS), Accounting
Boston University 2007 — 2011
Bachelor of Arts (B.A.), Economics, Minor in Statistics
Wayne Hills High School 2003 — 2007
Marjan Ebrahimi's SaxBST Experience February 2014 - April 2014
Job Student at Fairleigh Dickinson University
Industry Accounting
Experience
CohnReznick LLP November 2014 - Present
Bay Head Yacht Club June 2014 - October 2014
Organico March 2013 - June 2014
SaxBST February 2014 - April 2014
Masouleh Corp. October 2011 - September 2012
Hasbro October 2010 - May 2011
Prophecy Asset Management Inc. June 2009 - August 2009
Epiphany Equity Research, LLC June 2008 - August 2008
Skills
Financial Analysis, Financial Reporting, Microsoft Excel, PowerPoint, Microsoft Word, Accounting, Microsoft Office, Data Analysis, Financial Accounting, Analysis, Cost Accounting, Auditing, QuickBooks, US GAAP, Internal Controls, Sarbanes-Oxley Act, SAP, Accounts Payable, Accounts Receivable
Education
Fairleigh Dickinson University 2012 — 2014
Master of Science (MS), Accounting
University of Rhode Island - College of Business Administration 2007 — 2011
Bachelor of Science (BS), Accounting
Mahwah High School 2003 — 2007
CohnReznick LLP November 2014 - Present
Bay Head Yacht Club June 2014 - October 2014
Organico March 2013 - June 2014
SaxBST February 2014 - April 2014
Masouleh Corp. October 2011 - September 2012
Hasbro October 2010 - May 2011
Prophecy Asset Management Inc. June 2009 - August 2009
Epiphany Equity Research, LLC June 2008 - August 2008
Skills
Financial Analysis, Financial Reporting, Microsoft Excel, PowerPoint, Microsoft Word, Accounting, Microsoft Office, Data Analysis, Financial Accounting, Analysis, Cost Accounting, Auditing, QuickBooks, US GAAP, Internal Controls, Sarbanes-Oxley Act, SAP, Accounts Payable, Accounts Receivable
Education
Fairleigh Dickinson University 2012 — 2014
Master of Science (MS), Accounting
University of Rhode Island - College of Business Administration 2007 — 2011
Bachelor of Science (BS), Accounting
Mahwah High School 2003 — 2007
Adib Nassery's SaxBST Experience 2005 - 2006
Job Financial Analyst at A.M. Best Company
Industry Insurance
Experience
A.M. Best Company 2011 - Present
AIG 2007 - 2011
Hunt Mortgage Group 2006 - 2007
SaxBST 2005 - 2006
Wiss & Company, LLP 2003 - 2005
Skills
Risk Management, Financial Analysis, Financial Reporting, Budgeting, Expense Reports, Auditing, Credit Analysis, Forecasting, Financial Projection, Sarbanes-Oxley Act, Property & Casualty..., SEC, 10Q, 10K, SEC Financial Reporting
Education
William Paterson University of New Jersey 2002 — 2004
Accounting, Accounting
Fordham University 1997 — 2001
Bachelor of Science, Business Administration, Finance, Business Economics
A.M. Best Company 2011 - Present
AIG 2007 - 2011
Hunt Mortgage Group 2006 - 2007
SaxBST 2005 - 2006
Wiss & Company, LLP 2003 - 2005
Skills
Risk Management, Financial Analysis, Financial Reporting, Budgeting, Expense Reports, Auditing, Credit Analysis, Forecasting, Financial Projection, Sarbanes-Oxley Act, Property & Casualty..., SEC, 10Q, 10K, SEC Financial Reporting
Education
William Paterson University of New Jersey 2002 — 2004
Accounting, Accounting
Fordham University 1997 — 2001
Bachelor of Science, Business Administration, Finance, Business Economics
Michelle Cannizzaro's SaxBST Experience October 2014 - Present
Job Associate Tax
Industry Accounting
Experience
SaxBST October 2014 - Present
Rothstein Kass November 2013 - Present
CPA ADVISORY GROUP January 2013 - Present
KPMG US July 2014 - October 2014
Sharpe, Kawam, Carmosino & Co., LLC January 2012 - April 2012
Wyndham Vacation Ownership May 2011 - August 2011
CPA Advisory Group January 2011 - April 2011
Skills
Income Tax, QuickBooks
Education
Fairleigh Dickinson University 2008 — 2012
SaxBST October 2014 - Present
Rothstein Kass November 2013 - Present
CPA ADVISORY GROUP January 2013 - Present
KPMG US July 2014 - October 2014
Sharpe, Kawam, Carmosino & Co., LLC January 2012 - April 2012
Wyndham Vacation Ownership May 2011 - August 2011
CPA Advisory Group January 2011 - April 2011
Skills
Income Tax, QuickBooks
Education
Fairleigh Dickinson University 2008 — 2012
Lynda Jo Smith's SaxBST Experience December 2000 - Present
Job Certified Bookkeeper, Quickbooks ProAdvisor at BST
Industry Accounting
Experience
SaxBST December 2000 - Present
SaxBST June 1991 - Present
Education
State University of New York at Albany
Bachelor of Science (BS), Management Sciences and Quantitative Methods
SaxBST December 2000 - Present
SaxBST June 1991 - Present
Education
State University of New York at Albany
Bachelor of Science (BS), Management Sciences and Quantitative Methods
Kelly Hsu CPA, MST's SaxBST Experience August 2012 - August 2015
Job Senior tax associate at Marcum LLP
Industry Accounting
Experience
Marcum LLP August 2015 - Present
SaxBST August 2012 - August 2015
Kuan C Tsai & Associates November 2009 - December 2010
H&R Block November 2008 - November 2009
Ernst & Young May 2004 - August 2004
Skills
Accounting, CPA, S Corporations, C-Corp, Multi-state tax returns, Individual Returns, Gift Tax, Mandarin, Spanish, Tax Consolidation, Classical Guitar, Piano, Tax Law, Trusts, FATCA, Auditing, Tax
Education
Rutgers, The State University of New Jersey-Newark 2010 — 2012
Master's degree, Taxation
Indiana University Bloomington 2003 — 2007
Bachelor of Science (B.S.), Accounting
Marcum LLP August 2015 - Present
SaxBST August 2012 - August 2015
Kuan C Tsai & Associates November 2009 - December 2010
H&R Block November 2008 - November 2009
Ernst & Young May 2004 - August 2004
Skills
Accounting, CPA, S Corporations, C-Corp, Multi-state tax returns, Individual Returns, Gift Tax, Mandarin, Spanish, Tax Consolidation, Classical Guitar, Piano, Tax Law, Trusts, FATCA, Auditing, Tax
Education
Rutgers, The State University of New Jersey-Newark 2010 — 2012
Master's degree, Taxation
Indiana University Bloomington 2003 — 2007
Bachelor of Science (B.S.), Accounting
Shmuel Kalfa's SaxBST Experience September 2013 - Present
Job Tax Associate at SaxBST LLP
Industry Accounting
Experience
SaxBST September 2013 - Present
Sax Macy Fromm & Co July 2013 - Present
Sax Macy Fromm & Co October 2012 - Present
Sax Macy Fromm & Co February 2012 - April 2012
Riveredge Management LLC January 2010 - May 2011
Education
Brooklyn College 2011 — 2012
BS, Accounting
Brooklyn College 2004 — 2008
BA, History
SaxBST September 2013 - Present
Sax Macy Fromm & Co July 2013 - Present
Sax Macy Fromm & Co October 2012 - Present
Sax Macy Fromm & Co February 2012 - April 2012
Riveredge Management LLC January 2010 - May 2011
Education
Brooklyn College 2011 — 2012
BS, Accounting
Brooklyn College 2004 — 2008
BA, History
Emily Mastrianni's SaxBST Experience June 2014 - Present
Job Audit Associate at SaxBST
Industry Accounting
Experience
SaxBST June 2014 - Present
Tice, Brunell & Company, CPAs, P. C. September 2013 - May 2014
Tice, Brunell & Company, CPAs, P. C. January 2013 - May 2013
Whitney M Young Jr Health Center September 2011 - October 2012
Lark Street Business Improvement District May 2012 - May 2012
Volunteer Income Tax Assistance (VITA) February 2012 - April 2012
Department of Health Bureau of HCRA Operations and Financial Analysis May 2011 - August 2011
Commission on Economic Opportunity May 2011 - August 2011
Summit Vacations LLC January 2008 - January 2009
Skills
General Ledger, Tax Preparation, Account Reconciliation, Financial Accounting, Financial Reporting, Financial Analysis, Variance Analysis, Microsoft Excel, Cash Management, Financial Statement..., Access, Accounting, Analysis, Corporate Tax, Budgets, GAAP, Income Tax, Tax Returns, Teamwork
Education
Siena College 2012 — 2013
Master of Science (M.S.), Accounting
Siena College 2010 — 2012
B.S, Accounting
SaxBST June 2014 - Present
Tice, Brunell & Company, CPAs, P. C. September 2013 - May 2014
Tice, Brunell & Company, CPAs, P. C. January 2013 - May 2013
Whitney M Young Jr Health Center September 2011 - October 2012
Lark Street Business Improvement District May 2012 - May 2012
Volunteer Income Tax Assistance (VITA) February 2012 - April 2012
Department of Health Bureau of HCRA Operations and Financial Analysis May 2011 - August 2011
Commission on Economic Opportunity May 2011 - August 2011
Summit Vacations LLC January 2008 - January 2009
Skills
General Ledger, Tax Preparation, Account Reconciliation, Financial Accounting, Financial Reporting, Financial Analysis, Variance Analysis, Microsoft Excel, Cash Management, Financial Statement..., Access, Accounting, Analysis, Corporate Tax, Budgets, GAAP, Income Tax, Tax Returns, Teamwork
Education
Siena College 2012 — 2013
Master of Science (M.S.), Accounting
Siena College 2010 — 2012
B.S, Accounting
Matthew Walrath's SaxBST Experience May 2014 - Present
Job Audit Associate at SaxBST
Industry Accounting
Experience
SaxBST May 2014 - Present
GE Corporate Tax June 2013 - May 2014
Eagle Crest Golf Club April 2008 - June 2013
Pryba Tobin & Company, PC January 2013 - April 2013
US Foods May 2010 - August 2012
Skills
CCH ProSystem fx, Lacerte, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Diet Planning
Education
Siena College 2013 — 2014
Master of Science (M.S.), Accounting
Siena College 2009 — 2013
Bachelor of Science (B.S.), Accounting
SaxBST May 2014 - Present
GE Corporate Tax June 2013 - May 2014
Eagle Crest Golf Club April 2008 - June 2013
Pryba Tobin & Company, PC January 2013 - April 2013
US Foods May 2010 - August 2012
Skills
CCH ProSystem fx, Lacerte, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Diet Planning
Education
Siena College 2013 — 2014
Master of Science (M.S.), Accounting
Siena College 2009 — 2013
Bachelor of Science (B.S.), Accounting
Jacqueline Cooke's SaxBST Experience October 2010 - January 2014
Job Office Manager/Admin. Asst.
Industry Law Practice
Experience
SaxBST October 2010 - January 2014
Various Contract Assignments 2013 - 2014
Education
Stony Brook University
Bachelor of Arts (B.A.), Political Science / English, 3.4
SaxBST October 2010 - January 2014
Various Contract Assignments 2013 - 2014
Education
Stony Brook University
Bachelor of Arts (B.A.), Political Science / English, 3.4
Jonathan Deem's SaxBST Experience October 2014 - Present
Job Intern at SaxBST
Industry
Experience
SaxBST October 2014 - Present
Outback Steakhouse October 2012 - Present
Education
State University of New York at Albany 2013 — 2015
Bachelor's degree, Accounting
SaxBST October 2014 - Present
Outback Steakhouse October 2012 - Present
Education
State University of New York at Albany 2013 — 2015
Bachelor's degree, Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY