Schwartz & Company, LLP
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Schwartz & Company, LLP Employees
Employee
Years
Job
Industry
Michael Patane Michael Patane's Schwartz & Company, LLP Experience January 2011 - December 2011
Job Staff Accountant at Schultheis & Panettieri, LLP
Industry Accounting
Experience
Schultheis & Panettieri, LLP April 2013 - Present
Yusen Logistics (Americas), Inc October 2012 - April 2013
Schwartz & Company, LLP January 2011 - December 2011
Carlyle At the Race Palace June 2007 - December 2010
Skills
Mac OS X, Windows, Excel, PowerPoint, Word, Social Networking, Accounting, QuickBooks
Education
LIU Post 2012 — 2013
Master's degree, Accounting (Concentration in Tax)
Nassau Community College 2007 — 2009
AAS, Liberal Arts; Creative Business Communications Information Technology
Adelphi University, School of Business 2009 — 2011
Bachelor of Business Administration (BBA), Accounting
Schultheis & Panettieri, LLP April 2013 - Present
Yusen Logistics (Americas), Inc October 2012 - April 2013
Schwartz & Company, LLP January 2011 - December 2011
Carlyle At the Race Palace June 2007 - December 2010
Skills
Mac OS X, Windows, Excel, PowerPoint, Word, Social Networking, Accounting, QuickBooks
Education
LIU Post 2012 — 2013
Master's degree, Accounting (Concentration in Tax)
Nassau Community College 2007 — 2009
AAS, Liberal Arts; Creative Business Communications Information Technology
Adelphi University, School of Business 2009 — 2011
Bachelor of Business Administration (BBA), Accounting
Eric Pekkerman Eric Pekkerman's Schwartz & Company, LLP Experience June 2015 - Present
Job Accountant
Industry Accounting
Experience
Schwartz & Company, LLP June 2015 - Present
La Sala, CPA, P.C. January 2015 - June 2015
Giffuni and Young May 2012 - August 2012
North Shore Wellness Centre June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Public Speaking, Access, Time Management, Leadership, Research, Financial Reporting, QuickBooks, Peachtree, RIA, CCH Intelliconnect
Education
Hofstra University 2013 — 2013
Master of Science (MS), Taxation, 3.17
James Madison University 2008 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
Kings Park High School 2004 — 2008
Schwartz & Company, LLP June 2015 - Present
La Sala, CPA, P.C. January 2015 - June 2015
Giffuni and Young May 2012 - August 2012
North Shore Wellness Centre June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Public Speaking, Access, Time Management, Leadership, Research, Financial Reporting, QuickBooks, Peachtree, RIA, CCH Intelliconnect
Education
Hofstra University 2013 — 2013
Master of Science (MS), Taxation, 3.17
James Madison University 2008 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
Kings Park High School 2004 — 2008
John L. Duffy John L. Duffy's Schwartz & Company, LLP Experience May 2012 - August 2012
Job New Products Planner at Teradyne, Inc.
Industry Logistics and Supply Chain
Experience
Teradyne June 2014 - Present
Sandown Fire Department July 2010 - Present
BAE Systems December 2013 - January 2014
BAE Systems May 2013 - August 2013
Quinsigamond Community College September 2012 - January 2013
Schwartz & Company, LLP May 2012 - August 2012
Canobie Lake Park April 2010 - August 2011
Skills
Microsoft Office, QuickBooks, Solidworks, CAD, Maple, Adobe Acrobat, easyC, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service
Education
University of Massachusetts at Amherst - Isenberg School of Management 2013 — 2014
Bachelor of Business Administration (B.B.A.), Operations and Information Management
Quinsigamond Community College 2012 — 2012
Associate of Science (A.S.), Business Administration and Management, General
Teradyne June 2014 - Present
Sandown Fire Department July 2010 - Present
BAE Systems December 2013 - January 2014
BAE Systems May 2013 - August 2013
Quinsigamond Community College September 2012 - January 2013
Schwartz & Company, LLP May 2012 - August 2012
Canobie Lake Park April 2010 - August 2011
Skills
Microsoft Office, QuickBooks, Solidworks, CAD, Maple, Adobe Acrobat, easyC, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service
Education
University of Massachusetts at Amherst - Isenberg School of Management 2013 — 2014
Bachelor of Business Administration (B.B.A.), Operations and Information Management
Quinsigamond Community College 2012 — 2012
Associate of Science (A.S.), Business Administration and Management, General
Mikhail Stoliarov, CPA, CVA, MST Mikhail Stoliarov, CPA, CVA, MST's Schwartz & Company, LLP Experience 2005 - 2005
Job CPA at Gibgot Willenbacher & Co.
Industry Accounting
Experience
Gibgot Willenbacher & Co. January 2008 - Present
International Longevity Center 2006 - 2008
Cerini and Associates, LLP 2006 - 2006
Schwartz & Company, LLP 2005 - 2005
Adelphi University 2004 - 2005
Skills
QuickBooks, Financial Accounting, Financial Reporting, Forensic Accounting, Tax, Internal Controls, Partnership Taxation, Budgets, Financial Analysis, Corporate Finance, Auditing, Financial Statements, General Ledger, CPA, GAAP, Corporate Tax, Tax Preparation, Accounts Receivable, Managerial Finance, Accounting, Tax Accounting, Tax Research, Tax Returns
Education
Fordham University 2009 — 2011
Master of Science (MS), Taxation
Adelphi University 2002 — 2006
B.B.A., Accounting & Finance
Gibgot Willenbacher & Co. January 2008 - Present
International Longevity Center 2006 - 2008
Cerini and Associates, LLP 2006 - 2006
Schwartz & Company, LLP 2005 - 2005
Adelphi University 2004 - 2005
Skills
QuickBooks, Financial Accounting, Financial Reporting, Forensic Accounting, Tax, Internal Controls, Partnership Taxation, Budgets, Financial Analysis, Corporate Finance, Auditing, Financial Statements, General Ledger, CPA, GAAP, Corporate Tax, Tax Preparation, Accounts Receivable, Managerial Finance, Accounting, Tax Accounting, Tax Research, Tax Returns
Education
Fordham University 2009 — 2011
Master of Science (MS), Taxation
Adelphi University 2002 — 2006
B.B.A., Accounting & Finance
Lauren Labita Lauren Labita's Schwartz & Company, LLP Experience June 2013 - August 2013
Job Audit, EY
Industry Accounting
Experience
EY July 2015 - Present
Cool Crafts of Long Island, Inc. September 2012 - March 2015
EY June 2014 - August 2014
Schwartz & Company, LLP June 2013 - August 2013
Sterling Equities February 2012 - August 2012
Skills
Microsoft Word, Research, Microsoft Office, PowerPoint, QuickBooks, ePace, Microsoft Excel, Public Speaking, Organization, Outlook, Data Entry, Financial Statements, Journal Entries
Education
Molloy College 2014 — 2015
Master of Business Administration (M.B.A.), Accounting
Molloy College 2011 — 2015
Bachelor of Science (B.S.), Accounting
Wantagh High School 2007 — 2011
EY July 2015 - Present
Cool Crafts of Long Island, Inc. September 2012 - March 2015
EY June 2014 - August 2014
Schwartz & Company, LLP June 2013 - August 2013
Sterling Equities February 2012 - August 2012
Skills
Microsoft Word, Research, Microsoft Office, PowerPoint, QuickBooks, ePace, Microsoft Excel, Public Speaking, Organization, Outlook, Data Entry, Financial Statements, Journal Entries
Education
Molloy College 2014 — 2015
Master of Business Administration (M.B.A.), Accounting
Molloy College 2011 — 2015
Bachelor of Science (B.S.), Accounting
Wantagh High School 2007 — 2011
Angela Chacon, CPA Angela Chacon, CPA's Schwartz & Company, LLP Experience October 2010 - Present
Job Senior Accountant at Schwartz & Company, LLP
Industry Accounting
Experience
Schwartz & Company, LLP October 2010 - Present
Schwartz & Company, LLP January 2009 - September 2010
Skills
QuickBooks, Partnership Taxation, Tax Preparation, Tax Accounting, Tax Research, Auditing, Accounting, Sales Tax, Reviews, Compilation, GAAP
Education
Adelphi University
Master of Business Administration (MBA), Accounting
Schwartz & Company, LLP October 2010 - Present
Schwartz & Company, LLP January 2009 - September 2010
Skills
QuickBooks, Partnership Taxation, Tax Preparation, Tax Accounting, Tax Research, Auditing, Accounting, Sales Tax, Reviews, Compilation, GAAP
Education
Adelphi University
Master of Business Administration (MBA), Accounting
Maria M. Sanjurjo Maria M. Sanjurjo's Schwartz & Company, LLP Experience January 2007 - Present
Job Partner at Schwartz & Company, LLP
Industry Accounting
Experience
Schwartz & Company, LLP January 2007 - Present
Schwartz & Company, LLP January 2002 - January 2007
Prager and Fenton LLP 1998 - 2002
Skills
Accountants, Financial Statements, General Ledger, GAAP, Internal Controls, Hedge Funds, Tax Preparation, Financial Accounting, Partnership Taxation, Due Diligence, Budgets, Start-ups
Education
Long Island University 1992 — 1995
Schwartz & Company, LLP January 2007 - Present
Schwartz & Company, LLP January 2002 - January 2007
Prager and Fenton LLP 1998 - 2002
Skills
Accountants, Financial Statements, General Ledger, GAAP, Internal Controls, Hedge Funds, Tax Preparation, Financial Accounting, Partnership Taxation, Due Diligence, Budgets, Start-ups
Education
Long Island University 1992 — 1995
Brooke Sameyah's Schwartz & Company, LLP Experience January 2015 - 2015
Job Head Office Intern at 21st Century Fox
Industry Financial Services
Experience
21st Century Fox September 2015 - Present
Schwartz & Company, LLP January 2015 - 2015
Downtown Magazine NYC June 2014 - August 2014
Lester's NYC February 2013 - June 2014
Skills
Accounting, Fashion, Sales, Social Media Marketing, Social Networking, Apparel, Event Planning, Public Speaking, Marketing
Education
Hofstra University 2012 — 2016
21st Century Fox September 2015 - Present
Schwartz & Company, LLP January 2015 - 2015
Downtown Magazine NYC June 2014 - August 2014
Lester's NYC February 2013 - June 2014
Skills
Accounting, Fashion, Sales, Social Media Marketing, Social Networking, Apparel, Event Planning, Public Speaking, Marketing
Education
Hofstra University 2012 — 2016
Peter Alexander, CPA Peter Alexander, CPA's Schwartz & Company, LLP Experience December 2012 - Present
Job Certified Public Accountant at Schwartz & Company, LLP
Industry Accounting
Experience
Schwartz & Company, LLP December 2012 - Present
Farber Blicht Eyerman & Herzog LLP July 2012 - December 2012
Trachtenberg & Pauker, LLP October 2007 - July 2012
Harvard Club of New York 2005 - 2007
Skills
Tax Preparation, GAAP, ProSystem fx Tax, Tax, Income Tax, QuickBooks, Auditing, Accounting, Partnership Taxation, CPA, Corporate Tax, Financial Accounting, Tax Returns, US GAAP, Financial Statements, Financial Reporting, Payroll
Education
State University of New York College at Old Westbury
Bachelor of Science (B.S.), Accounting, 3.9
Herricks High School
Nassau Community College
Associate of Science (A.S.), Computer Science
State University of New York at Stony Brook
Schwartz & Company, LLP December 2012 - Present
Farber Blicht Eyerman & Herzog LLP July 2012 - December 2012
Trachtenberg & Pauker, LLP October 2007 - July 2012
Harvard Club of New York 2005 - 2007
Skills
Tax Preparation, GAAP, ProSystem fx Tax, Tax, Income Tax, QuickBooks, Auditing, Accounting, Partnership Taxation, CPA, Corporate Tax, Financial Accounting, Tax Returns, US GAAP, Financial Statements, Financial Reporting, Payroll
Education
State University of New York College at Old Westbury
Bachelor of Science (B.S.), Accounting, 3.9
Herricks High School
Nassau Community College
Associate of Science (A.S.), Computer Science
State University of New York at Stony Brook
Alyssa Del Casino's Schwartz & Company, LLP Experience June 2015 - Present
Job Administrator at Schwartz & Company, LLC
Industry Accounting
Experience
Schwartz & Company, LLP June 2015 - Present
Payless ShoeSource June 2012 - June 2015
Payless ShoeSource August 2011 - June 2012
Payless ShoeSource May 2009 - August 2011
Skills
Visual Merchandising, Store Management, Merchandising, Retail, Loss Prevention, Customer Service, Inventory Management, Retail Sales, Cashiering, Inventory Control, Microsoft Office, Time Management, Hiring, Leadership, Training, Coaching, Employee Training, Sales, Recruiting, Customer Satisfaction, P, Profit, PowerPoint, Microsoft Excel, Microsoft Word, Social Media
Education
Dowling College 2009 — 2011
Bachelor of Business Administration (B.B.A.), International Business, 3.67
Marco Polo Institute 2009 — 2009
Bachelor of Business Administration (B.B.A.), Hotel, Resort, Tourism Management, 4.0
Paul Smith's College 2007 — 2009
Bachelor of Business Administration (B.B.A.), Hotel, Resort, Tourism Management, 3.9
Schwartz & Company, LLP June 2015 - Present
Payless ShoeSource June 2012 - June 2015
Payless ShoeSource August 2011 - June 2012
Payless ShoeSource May 2009 - August 2011
Skills
Visual Merchandising, Store Management, Merchandising, Retail, Loss Prevention, Customer Service, Inventory Management, Retail Sales, Cashiering, Inventory Control, Microsoft Office, Time Management, Hiring, Leadership, Training, Coaching, Employee Training, Sales, Recruiting, Customer Satisfaction, P, Profit, PowerPoint, Microsoft Excel, Microsoft Word, Social Media
Education
Dowling College 2009 — 2011
Bachelor of Business Administration (B.B.A.), International Business, 3.67
Marco Polo Institute 2009 — 2009
Bachelor of Business Administration (B.B.A.), Hotel, Resort, Tourism Management, 4.0
Paul Smith's College 2007 — 2009
Bachelor of Business Administration (B.B.A.), Hotel, Resort, Tourism Management, 3.9
Josselyn Portillo Josselyn Portillo's Schwartz & Company, LLP Experience September 2008 - November 2008
Job Senior Tax Accountant at EY
Industry Accounting
Experience
EY October 2012 - Present
EY October 2011 - Present
Ernst & Young January 2010 - October 2011
Schwartz & Company, LLP September 2008 - November 2008
EY June 2008 - August 2008
Skills
Translation, Spanish, English, Tax Advisory, Accounting, SEC filings, Corporate Tax, Tax Preparation, GAAP, Tax, Income Tax, Tax Returns, Financial Statements
Education
Adelphi University 2005 — 2009
Bachelor of Business Administration (BBA), Accounting
Florence University of the Arts 2009 — 2009
Study Abroad through Queen College Winter Program 2009, Photography
EY October 2012 - Present
EY October 2011 - Present
Ernst & Young January 2010 - October 2011
Schwartz & Company, LLP September 2008 - November 2008
EY June 2008 - August 2008
Skills
Translation, Spanish, English, Tax Advisory, Accounting, SEC filings, Corporate Tax, Tax Preparation, GAAP, Tax, Income Tax, Tax Returns, Financial Statements
Education
Adelphi University 2005 — 2009
Bachelor of Business Administration (BBA), Accounting
Florence University of the Arts 2009 — 2009
Study Abroad through Queen College Winter Program 2009, Photography
James Tamborrino James Tamborrino's Schwartz & Company, LLP Experience May 2008 - September 2008
Job Internal Auditor at Nawrocki Smith, LLP
Industry Accounting
Experience
Nawrocki Smith, LLP February 2014 - Present
Brinster & Bergman, LLP July 2013 - January 2014
Abbey's Nursery & Landscaping May 2013 - July 2013
Marcum LLP 2013 - 2013
R.S Abrams & Co. LLP February 2011 - May 2011
PC Richard & Son June 2010 - August 2010
Schwartz & Company, LLP May 2008 - September 2008
Skills
Auditing, Accounting, Income Tax, Payroll Taxes, Tax, Tax Preparation, Financial Accounting, Tax Returns, Financial Reporting, Microsoft Excel, Internal Controls
Education
Long Island University, C.W. Post Campus 2011 — 2012
Master's degree, Accounting, 3.43
University at Albany 2008 — 2010
Bachelor's degree, Accounting, 3.02
Long Island University, C.W. Post Campus 2006 — 2008
Accounting, 3.4
Nawrocki Smith, LLP February 2014 - Present
Brinster & Bergman, LLP July 2013 - January 2014
Abbey's Nursery & Landscaping May 2013 - July 2013
Marcum LLP 2013 - 2013
R.S Abrams & Co. LLP February 2011 - May 2011
PC Richard & Son June 2010 - August 2010
Schwartz & Company, LLP May 2008 - September 2008
Skills
Auditing, Accounting, Income Tax, Payroll Taxes, Tax, Tax Preparation, Financial Accounting, Tax Returns, Financial Reporting, Microsoft Excel, Internal Controls
Education
Long Island University, C.W. Post Campus 2011 — 2012
Master's degree, Accounting, 3.43
University at Albany 2008 — 2010
Bachelor's degree, Accounting, 3.02
Long Island University, C.W. Post Campus 2006 — 2008
Accounting, 3.4
Nikohl Stegman's Schwartz & Company, LLP Experience November 2003 - July 2006
Job Assurance Manager in Alternative Investment Group at Marcum LLP
Industry Accounting
Experience
Marcum LLP July 2006 - Present
Schwartz & Company, LLP November 2003 - July 2006
Skills
Accounting, Financial Reporting, Financial Accounting, GAAP, QuickBooks, Assurance, Hedge Funds, Investments, US GAAP, Alternative Investments, Auditing, Internal Controls, Financial Statements, Financial Audits, Private Equity, Cash Flow, Fund Accounting, Valuation, External Audit, Fund Of Funds, Account Reconciliation, Asset Management, Bookkeeping, Accruals, Preparation, Journal Entries, Accountants
Education
Adelphi University 2002 — 2004
Bachelor of Science (B.S.), Accounting
Marcum LLP July 2006 - Present
Schwartz & Company, LLP November 2003 - July 2006
Skills
Accounting, Financial Reporting, Financial Accounting, GAAP, QuickBooks, Assurance, Hedge Funds, Investments, US GAAP, Alternative Investments, Auditing, Internal Controls, Financial Statements, Financial Audits, Private Equity, Cash Flow, Fund Accounting, Valuation, External Audit, Fund Of Funds, Account Reconciliation, Asset Management, Bookkeeping, Accruals, Preparation, Journal Entries, Accountants
Education
Adelphi University 2002 — 2004
Bachelor of Science (B.S.), Accounting
Jackie Maltz's Schwartz & Company, LLP Experience February 2005 - July 2011
Job Office Manager at CondeBoyce, LLP
Industry Executive Office
Experience
CondeBoyce, LLP June 2014 - Present
OCLI June 2013 - March 2014
Schwartz & Company, LLP February 2005 - July 2011
Valerie Wilson Travel April 1996 - February 2005
Skills
Financial Reporting, Budgets, Microsoft Office, QuickBooks, Accounting, Executive Office..., Creative Problem Solving, Marketing Strategy, Reporting & Analysis, Employee Training, Business Travel, Customer Retention, Office Administration, Recruiting, Database Administration, Adobe Acrobat, Team-oriented, Contract Negotiation, Cost Savings Strategies, Hotel Booking, Outlook, Management, Accounts Payable, Time Management
Education
University at Albany, SUNY 1996 — 1998
English
CondeBoyce, LLP June 2014 - Present
OCLI June 2013 - March 2014
Schwartz & Company, LLP February 2005 - July 2011
Valerie Wilson Travel April 1996 - February 2005
Skills
Financial Reporting, Budgets, Microsoft Office, QuickBooks, Accounting, Executive Office..., Creative Problem Solving, Marketing Strategy, Reporting & Analysis, Employee Training, Business Travel, Customer Retention, Office Administration, Recruiting, Database Administration, Adobe Acrobat, Team-oriented, Contract Negotiation, Cost Savings Strategies, Hotel Booking, Outlook, Management, Accounts Payable, Time Management
Education
University at Albany, SUNY 1996 — 1998
English
Yarik Kim, CPA, CFA's Schwartz & Company, LLP Experience 2004 - Present
Job Manager
Industry Accounting
Experience
Schwartz & Company, LLP 2004 - Present
Skills
Fund Of Funds, Hedge Funds, Alternative Investments, Venture Capital, Private Equity, Financial Reporting
Education
Adelphi University
B.S. Accounting
Adelphi University
B.S. Finance
Schwartz & Company, LLP 2004 - Present
Skills
Fund Of Funds, Hedge Funds, Alternative Investments, Venture Capital, Private Equity, Financial Reporting
Education
Adelphi University
B.S. Accounting
Adelphi University
B.S. Finance
Kevin Masie's Schwartz & Company, LLP Experience June 2004 - December 2005
Job AVP at J.P. Morgan
Industry Accounting
Experience
J.P. Morgan August 2013 - Present
Bank of New York Mellon February 2011 - August 2013
Ajilon September 2010 - February 2011
FLSV Fund Administration June 2009 - August 2010
Marcum LLP January 2006 - March 2009
Schwartz & Company, LLP June 2004 - December 2005
Skills
Hedge Funds, Alternative Investments, Private Equity, Investments, Investran, Accounting, Fund Accounting, GAAP, Financial Audits, Financial Analysis, Financial Reporting, Auditing, US GAAP, Internal Controls, Financial Accounting, Management, Finance
Education
Hofstra University 2002 — 2004
Bachelor of Business Administration (B.B.A.), Accounting
J.P. Morgan August 2013 - Present
Bank of New York Mellon February 2011 - August 2013
Ajilon September 2010 - February 2011
FLSV Fund Administration June 2009 - August 2010
Marcum LLP January 2006 - March 2009
Schwartz & Company, LLP June 2004 - December 2005
Skills
Hedge Funds, Alternative Investments, Private Equity, Investments, Investran, Accounting, Fund Accounting, GAAP, Financial Audits, Financial Analysis, Financial Reporting, Auditing, US GAAP, Internal Controls, Financial Accounting, Management, Finance
Education
Hofstra University 2002 — 2004
Bachelor of Business Administration (B.B.A.), Accounting
Brian Gani's Schwartz & Company, LLP Experience December 2012 - September 2014
Job Audit Senior at Citrin Cooperman
Industry Accounting
Experience
Citrin Cooperman September 2014 - Present
Schwartz & Company, LLP December 2012 - September 2014
Friedman LLP October 2008 - May 2012
Cyrus Capital Partners June 2007 - August 2007
Skills
Auditing, Accounting, QuickBooks, Internal Controls, Corporate Tax, Financial Reporting, GAAP, Tax, Financial Analysis, Income Tax, US GAAP, Financial Accounting, General Ledger, Sarbanes-Oxley Act, Tax Preparation, SEC filings, Tax Accounting
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2010
Master of Financial Accounting, Accounting
University of Rhode Island - College of Business Administration 2004 — 2007
BA, Accounting
Citrin Cooperman September 2014 - Present
Schwartz & Company, LLP December 2012 - September 2014
Friedman LLP October 2008 - May 2012
Cyrus Capital Partners June 2007 - August 2007
Skills
Auditing, Accounting, QuickBooks, Internal Controls, Corporate Tax, Financial Reporting, GAAP, Tax, Financial Analysis, Income Tax, US GAAP, Financial Accounting, General Ledger, Sarbanes-Oxley Act, Tax Preparation, SEC filings, Tax Accounting
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2010
Master of Financial Accounting, Accounting
University of Rhode Island - College of Business Administration 2004 — 2007
BA, Accounting
Kevin Cassidy, CPA's Schwartz & Company, LLP Experience August 2012 - May 2013
Job Shalik, Morris & Company, LLP
Industry Accounting
Experience
Shalik Morris & Co CPA August 2014 - Present
Grassi & Co. May 2013 - Present
Schwartz & Company, LLP August 2012 - May 2013
Ernst & Young, LLP May 2002 - July 2012
Arthur Andersen, LLP November 1998 - May 2002
Moses & Schreiber, LLP November 1996 - November 1998
AIG March 1996 - November 1996
Skills
Tax, Tax Accounting, Corporate Tax, US Tax, International Tax, Tax Preparation, Income Tax, Partnership Taxation, GoSystems, Tax Returns, Accounting, Financial Reporting, CPA, Auditing, Tax Research
Education
Saint John's University 1993 — 1996
Bachelor's of Science, Accounting
Holy Trinity High School 1986 — 1990
Shalik Morris & Co CPA August 2014 - Present
Grassi & Co. May 2013 - Present
Schwartz & Company, LLP August 2012 - May 2013
Ernst & Young, LLP May 2002 - July 2012
Arthur Andersen, LLP November 1998 - May 2002
Moses & Schreiber, LLP November 1996 - November 1998
AIG March 1996 - November 1996
Skills
Tax, Tax Accounting, Corporate Tax, US Tax, International Tax, Tax Preparation, Income Tax, Partnership Taxation, GoSystems, Tax Returns, Accounting, Financial Reporting, CPA, Auditing, Tax Research
Education
Saint John's University 1993 — 1996
Bachelor's of Science, Accounting
Holy Trinity High School 1986 — 1990
Danielle Shurek's Schwartz & Company, LLP Experience May 2007 - June 2011
Job Independent Consultant at The Pampered Chef
Industry Accounting
Experience
The Pampered Chef January 2013 - July 2013
Schwartz & Company, LLP May 2007 - June 2011
Gettry Marcus Stern & Lehrer, CPA, P.C. 2005 - 2007
Education
University at Albany, SUNY 2001 — 2005
B.A., Information Science & Policy
The Pampered Chef January 2013 - July 2013
Schwartz & Company, LLP May 2007 - June 2011
Gettry Marcus Stern & Lehrer, CPA, P.C. 2005 - 2007
Education
University at Albany, SUNY 2001 — 2005
B.A., Information Science & Policy
Cindy Cha's Schwartz & Company, LLP Experience February 2007 - April 2008
Job Audit Senior at Deloitte & Touche, LLP
Industry Accounting
Experience
Deloitte & Touche, LLP April 2011 - Present
Schultheis & Panettieri July 2008 - March 2011
Schwartz & Company, LLP February 2007 - April 2008
Skills
SEC filings, GAAP, US GAAP, Auditing, Financial Reporting, Sarbanes-Oxley Act, Accounting, Internal Controls, CPA, Financial Analysis, Financial Accounting, Financial Statements, Variance Analysis, Financial Modeling, Financial Statement..., Valuation, Accounts Payable, Microsoft Excel
Education
Hofstra University 2004 — 2008
BBA, Accounting
Deloitte & Touche, LLP April 2011 - Present
Schultheis & Panettieri July 2008 - March 2011
Schwartz & Company, LLP February 2007 - April 2008
Skills
SEC filings, GAAP, US GAAP, Auditing, Financial Reporting, Sarbanes-Oxley Act, Accounting, Internal Controls, CPA, Financial Analysis, Financial Accounting, Financial Statements, Variance Analysis, Financial Modeling, Financial Statement..., Valuation, Accounts Payable, Microsoft Excel
Education
Hofstra University 2004 — 2008
BBA, Accounting
Seth Schwartz's Schwartz & Company, LLP Experience November 2006 - Present
Job Manager at Schwartz & Company, LLP
Industry Accounting
Experience
Schwartz & Company, LLP November 2006 - Present
BDO Seidman, LLP January 2003 - November 2006
Skills
CPA, Accounting, Auditing, Entrepreneurship, Finance, Financial Analysis, Financial Reporting, Financial Services, GAAP, Equities, Assurance, Small Business, Tax, US GAAP, Internal Controls, Hedge Funds
Education
LIU Post 2010 — 2012
MS Taxation, Taxation
Adelphi University 2001 — 2003
BA, Accounting
State University of New York at Buffalo - School of Management 1999 — 2001
Finance
Schwartz & Company, LLP November 2006 - Present
BDO Seidman, LLP January 2003 - November 2006
Skills
CPA, Accounting, Auditing, Entrepreneurship, Finance, Financial Analysis, Financial Reporting, Financial Services, GAAP, Equities, Assurance, Small Business, Tax, US GAAP, Internal Controls, Hedge Funds
Education
LIU Post 2010 — 2012
MS Taxation, Taxation
Adelphi University 2001 — 2003
BA, Accounting
State University of New York at Buffalo - School of Management 1999 — 2001
Finance
Wei Xu, CPA's Schwartz & Company, LLP Experience October 2010 - December 2012
Job Tax Supervisor at Grassi & Co.
Industry Accounting
Experience
Grassi & Co. June 2015 - Present
Grassi & Co. June 2013 - May 2015
Grassi & Co. December 2012 - May 2013
Schwartz & Company, LLP October 2010 - December 2012
Crohn's & Colitis Foundation of America June 2010 - August 2010
Margo Kane CPA May 2009 - August 2010
Philip J. Palladino CPA January 2009 - April 2009
Hofstra Volunteer Income Tax Assistance January 2009 - April 2009
Hofstra Volunteer Income Tax Assistance January 2008 - April 2008
Skills
Income Tax, Tax Returns, Accounting, Corporate Tax, General Ledger, Tax, Financial Reporting, ProSystem fx Tax, QuickBooks, Lacerte, Tax Research, S Corporations, Tax Preparation, Partnership Taxation, US Tax, Financial Analysis, Tax Accounting
Education
Hofstra University
Master, Accounting
Shanghai University of Finance and Economics
Bachelor, Business Management; Electronic Business
Grassi & Co. June 2015 - Present
Grassi & Co. June 2013 - May 2015
Grassi & Co. December 2012 - May 2013
Schwartz & Company, LLP October 2010 - December 2012
Crohn's & Colitis Foundation of America June 2010 - August 2010
Margo Kane CPA May 2009 - August 2010
Philip J. Palladino CPA January 2009 - April 2009
Hofstra Volunteer Income Tax Assistance January 2009 - April 2009
Hofstra Volunteer Income Tax Assistance January 2008 - April 2008
Skills
Income Tax, Tax Returns, Accounting, Corporate Tax, General Ledger, Tax, Financial Reporting, ProSystem fx Tax, QuickBooks, Lacerte, Tax Research, S Corporations, Tax Preparation, Partnership Taxation, US Tax, Financial Analysis, Tax Accounting
Education
Hofstra University
Master, Accounting
Shanghai University of Finance and Economics
Bachelor, Business Management; Electronic Business
Daniel Lo Re, CPA's Schwartz & Company, LLP Experience January 2010 - April 2010
Job Experienced Senior at EisnerAmper LLP
Industry Accounting
Experience
EisnerAmper LLP September 2012 - Present
Kreitzman & Kreitzman, CPAs July 2010 - June 2012
Schwartz & Company, LLP January 2010 - April 2010
Skills
Microsoft Office, Microsoft Excel, Lacerte, QuickBooks, Creative Solutions..., UltraTax, CCH ProSystem fx, 1099-ETC, Auditing, Internal Controls, Bookkeeping, Accruals, Corporate Tax, Accounting, Financial Reporting, Microsoft Word, PowerPoint, GAAP, Financial Accounting, Financial Statements, US GAAP
Education
Adelphi University 2010 — 2011
Master of Business Administration (MBA), Accounting, 3.9
Adelphi University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting, 3.9
EisnerAmper LLP September 2012 - Present
Kreitzman & Kreitzman, CPAs July 2010 - June 2012
Schwartz & Company, LLP January 2010 - April 2010
Skills
Microsoft Office, Microsoft Excel, Lacerte, QuickBooks, Creative Solutions..., UltraTax, CCH ProSystem fx, 1099-ETC, Auditing, Internal Controls, Bookkeeping, Accruals, Corporate Tax, Accounting, Financial Reporting, Microsoft Word, PowerPoint, GAAP, Financial Accounting, Financial Statements, US GAAP
Education
Adelphi University 2010 — 2011
Master of Business Administration (MBA), Accounting, 3.9
Adelphi University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting, 3.9
Tomislav Kostadinov, CPA's Schwartz & Company, LLP Experience June 2010 - August 2013
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs January 2015 - Present
Goldman Sachs September 2013 - December 2014
Schwartz & Company, LLP June 2010 - August 2013
Adelphi University May 2009 - August 2010
Adelphi University September 2008 - August 2009
AIG Advisor Group November 2007 - July 2008
Skills
ProSystem fx Engagement, BDO's APT, SBIC Program Electronic..., BackStop Solutions, Bloomberg Terminal, Quickbooks, MS Office Suite, Fluent in Bulgarian, Comprehension of spoken..., QuickBooks, Microsoft Excel, Microsoft Office, Financial Reporting, Financial Analysis, Auditing, Accounting, GAAP, US GAAP, Tax Accounting
Education
Adelphi University 2005 — 2010
Bachelor of Science (BS), Finance, General
Adelphi University 2005 — 2010
Bachelor of Business Administration (BBA), Accounting
Goldman Sachs January 2015 - Present
Goldman Sachs September 2013 - December 2014
Schwartz & Company, LLP June 2010 - August 2013
Adelphi University May 2009 - August 2010
Adelphi University September 2008 - August 2009
AIG Advisor Group November 2007 - July 2008
Skills
ProSystem fx Engagement, BDO's APT, SBIC Program Electronic..., BackStop Solutions, Bloomberg Terminal, Quickbooks, MS Office Suite, Fluent in Bulgarian, Comprehension of spoken..., QuickBooks, Microsoft Excel, Microsoft Office, Financial Reporting, Financial Analysis, Auditing, Accounting, GAAP, US GAAP, Tax Accounting
Education
Adelphi University 2005 — 2010
Bachelor of Science (BS), Finance, General
Adelphi University 2005 — 2010
Bachelor of Business Administration (BBA), Accounting
Lauren Anne Lopreste's Schwartz & Company, LLP Experience June 2014 - June 2015
Job Tax Analyst at CA Technologies
Industry Accounting
Experience
CA Technologies June 2015 - Present
Schwartz & Company, LLP June 2014 - June 2015
La Sala CPA October 2013 - June 2014
Ideal Tax Consultants Inc. January 2012 - April 2014
Bloomingdale's October 2011 - December 2011
Contemporary Women's Care October 2010 - June 2011
Diapoules & Feinstein, CPAs P.C. April 2009 - April 2010
EXPRESS April 2008 - April 2009
Skills
Peachtree, Quickbooks, Microsoft Office, Outlook, Internet Research, Typing, ProSeries Tax Program, UltraTax Program, Sage, Bookkeeping, Accounting, QuickBooks, Online Research, Sales, Invoicing, Bank Reconciliation, Management, Payroll, Account Reconciliation, Tax, Microsoft Excel, Financial Accounting, Financial Reporting
Education
State University of New York at Stony Brook 2012 — 2014
Master of Business Administration (MBA), Finance, General
Dowling College 2009 — 2011
Bachelor of Business Administration (BBA), Accounting, 3.69
CA Technologies June 2015 - Present
Schwartz & Company, LLP June 2014 - June 2015
La Sala CPA October 2013 - June 2014
Ideal Tax Consultants Inc. January 2012 - April 2014
Bloomingdale's October 2011 - December 2011
Contemporary Women's Care October 2010 - June 2011
Diapoules & Feinstein, CPAs P.C. April 2009 - April 2010
EXPRESS April 2008 - April 2009
Skills
Peachtree, Quickbooks, Microsoft Office, Outlook, Internet Research, Typing, ProSeries Tax Program, UltraTax Program, Sage, Bookkeeping, Accounting, QuickBooks, Online Research, Sales, Invoicing, Bank Reconciliation, Management, Payroll, Account Reconciliation, Tax, Microsoft Excel, Financial Accounting, Financial Reporting
Education
State University of New York at Stony Brook 2012 — 2014
Master of Business Administration (MBA), Finance, General
Dowling College 2009 — 2011
Bachelor of Business Administration (BBA), Accounting, 3.69
Charles DeRiso's Schwartz & Company, LLP Experience January 2015 - Present
Job Intern at Schwartz & Company, LLP
Industry Accounting
Experience
Schwartz & Company, LLP January 2015 - Present
Reno's Catering March 2008 - Present
I.B.E.W. Local 3 June 2014 - August 2014
Guardian Group Realty April 2013 - August 2013
Christine Quinn 2013 Campaign for New York City Mayor May 2013 - July 2013
I.B.E.W. Local 3 June 2012 - August 2012
Skills
Creativity, Creative Problem Solving, People Skills, Time Management, Social Media Marketing, Marketing, Teamwork, Microsoft Excel, Microsoft Word, Advertising, Event Planning, Sales, Market Research, Social Networking, Facebook, Event Management, Recruiting, Selling, Social Media, Public Relations, Direct Marketing, Marketing Research, Online Advertising, Hospitality, Negotiation, Inventory Management, Marketing Strategy, Customer Service, Fashion, Blogging, Management, Marketing Communications, Online Marketing
Education
LIU Post 2011 — 2015
Accounting
Long Island University, C.W. Post Campus 2011 — 2015
Bachelor of Science, Accounting with a Double Minor in Comprehensive Business & Economics, 3.5
Schwartz & Company, LLP January 2015 - Present
Reno's Catering March 2008 - Present
I.B.E.W. Local 3 June 2014 - August 2014
Guardian Group Realty April 2013 - August 2013
Christine Quinn 2013 Campaign for New York City Mayor May 2013 - July 2013
I.B.E.W. Local 3 June 2012 - August 2012
Skills
Creativity, Creative Problem Solving, People Skills, Time Management, Social Media Marketing, Marketing, Teamwork, Microsoft Excel, Microsoft Word, Advertising, Event Planning, Sales, Market Research, Social Networking, Facebook, Event Management, Recruiting, Selling, Social Media, Public Relations, Direct Marketing, Marketing Research, Online Advertising, Hospitality, Negotiation, Inventory Management, Marketing Strategy, Customer Service, Fashion, Blogging, Management, Marketing Communications, Online Marketing
Education
LIU Post 2011 — 2015
Accounting
Long Island University, C.W. Post Campus 2011 — 2015
Bachelor of Science, Accounting with a Double Minor in Comprehensive Business & Economics, 3.5