Simonson, Lipschutz & Fogel P.C.
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Simonson, Lipschutz & Fogel P.C. Employees
Employee
Years
Job
Industry
Angela M Ducker, CPA Angela M Ducker, CPA's Simonson, Lipschutz & Fogel P.C. Experience July 1995 - September 1999
Job McKonly & Asbury | Sr Tax Manager in Private Client Services
Industry Accounting
Experience
McKonly & Asbury January 2015 - Present
Drucker & Scaccetti, P.C. January 2009 - December 2014
BlackRock October 2006 - November 2008
Merrill Lynch Trust Company October 2004 - October 2006
Duane Morris LLP July 2003 - May 2004
Drucker & Scaccetti, P.C. September 1999 - August 2003
Simonson, Lipschutz & Fogel P.C. July 1995 - September 1999
Jacobs & Barbone, PA July 1991 - July 1995
Capaldi, Reynolds & Associates October 1988 - July 1991
Skills
Tax, Trusts, Tax Returns, Corporate Tax, Partnership Taxation, Tax Compliance, Tax Preparation, Income Tax, Estate Planning, Private Equity, CPA, Accounting, Finance, Financial Statements, Tax Accounting, Tax Research, Financial Analysis, High Net Worth..., Auditing
Education
Stockton University 1984 — 1989
BA, Accounting
Penn Manor High School
McKonly & Asbury January 2015 - Present
Drucker & Scaccetti, P.C. January 2009 - December 2014
BlackRock October 2006 - November 2008
Merrill Lynch Trust Company October 2004 - October 2006
Duane Morris LLP July 2003 - May 2004
Drucker & Scaccetti, P.C. September 1999 - August 2003
Simonson, Lipschutz & Fogel P.C. July 1995 - September 1999
Jacobs & Barbone, PA July 1991 - July 1995
Capaldi, Reynolds & Associates October 1988 - July 1991
Skills
Tax, Trusts, Tax Returns, Corporate Tax, Partnership Taxation, Tax Compliance, Tax Preparation, Income Tax, Estate Planning, Private Equity, CPA, Accounting, Finance, Financial Statements, Tax Accounting, Tax Research, Financial Analysis, High Net Worth..., Auditing
Education
Stockton University 1984 — 1989
BA, Accounting
Penn Manor High School
Kathleen Blake Kathleen Blake's Simonson, Lipschutz & Fogel P.C. Experience September 1990 - August 1992
Job Owner
Industry Textiles
Experience
The English Wilton Co., LLC September 2011 - Present
D & L Marketing Group, Ltd. August 1992 - August 2011
Enterprise Weaving Co., Ltd. June 2004 - March 2009
BDO Seidman, LLP April 1993 - April 1994
Simonson, Lipschutz & Fogel P.C. September 1990 - August 1992
Skills
Business Strategy, New Business Development, Marketing Strategy, Business Planning, International Business, Strategic Planning, Negotiation, Product Development, Sales Management, Business Development, Entrepreneurship, Marketing, Retail, Management, Management Consulting
Education
Southern New Hampshire University 2010 — 2012
Global MBA/MSAcctg, Accounting and International Business
East Carolina University 1985 — 1987
BSAcctg, Accounting, International Business
James Madison University 1983 — 1984
International Business
The English Wilton Co., LLC September 2011 - Present
D & L Marketing Group, Ltd. August 1992 - August 2011
Enterprise Weaving Co., Ltd. June 2004 - March 2009
BDO Seidman, LLP April 1993 - April 1994
Simonson, Lipschutz & Fogel P.C. September 1990 - August 1992
Skills
Business Strategy, New Business Development, Marketing Strategy, Business Planning, International Business, Strategic Planning, Negotiation, Product Development, Sales Management, Business Development, Entrepreneurship, Marketing, Retail, Management, Management Consulting
Education
Southern New Hampshire University 2010 — 2012
Global MBA/MSAcctg, Accounting and International Business
East Carolina University 1985 — 1987
BSAcctg, Accounting, International Business
James Madison University 1983 — 1984
International Business
Ilene W McCaffrey Ilene W McCaffrey's Simonson, Lipschutz & Fogel P.C. Experience May 1990 - August 2008
Job Ilene W. McCaffrey, CPA
Industry Accounting
Experience
Ilene W. McCaffrey,CPA September 2008 - Present
Simonson, Lipschutz & Fogel P.C. May 1990 - August 2008
Skills
Microsoft Excel, Auditing, Financial Reporting, Tax Research, QuickBooks, Tax Preparation, Corporate Tax, Bank Reconciliation, Partnership Taxation, Income Tax, Bookkeeping, Internal Controls, CPA, Tax Accounting, Nonprofits, Tax, Strategic Planning, Accounting, Tax Returns, IRS, SEC filings, Financial Analysis, GAAP, CCH ProSystem fx, Tax Advisory, Cash Flow, Financial Accounting
Education
University of Pennsylvania - The Wharton School 1972 — 1975
BS, Accounting
Ilene W. McCaffrey,CPA September 2008 - Present
Simonson, Lipschutz & Fogel P.C. May 1990 - August 2008
Skills
Microsoft Excel, Auditing, Financial Reporting, Tax Research, QuickBooks, Tax Preparation, Corporate Tax, Bank Reconciliation, Partnership Taxation, Income Tax, Bookkeeping, Internal Controls, CPA, Tax Accounting, Nonprofits, Tax, Strategic Planning, Accounting, Tax Returns, IRS, SEC filings, Financial Analysis, GAAP, CCH ProSystem fx, Tax Advisory, Cash Flow, Financial Accounting
Education
University of Pennsylvania - The Wharton School 1972 — 1975
BS, Accounting
Jeffrey I. Lipschutz, CPA Jeffrey I. Lipschutz, CPA's Simonson, Lipschutz & Fogel P.C. Experience May 1990 - October 2008
Job Senior Relationship Manager, Tax Services
Industry Accounting
Experience
Simonson, Lipschutz & Fogel P.C. May 1990 - October 2008
Jeffrey I Lipschutz, Ltd. May 1979 - April 1990
Gold & Company May 1977 - May 1979
Simonson, Singer, Fenerty & Lipschutz May 1974 - May 1977
Laventhol & Horwath December 1961 - May 1974
Education
University of Pennsylvania - The Wharton School 1957 — 1961
BS in Economics, Accounting, Finance
Simonson, Lipschutz & Fogel P.C. May 1990 - October 2008
Jeffrey I Lipschutz, Ltd. May 1979 - April 1990
Gold & Company May 1977 - May 1979
Simonson, Singer, Fenerty & Lipschutz May 1974 - May 1977
Laventhol & Horwath December 1961 - May 1974
Education
University of Pennsylvania - The Wharton School 1957 — 1961
BS in Economics, Accounting, Finance
Keith Gontarek Keith Gontarek's Simonson, Lipschutz & Fogel P.C. Experience September 1999 - October 2008
Job CPA
Industry Accounting
Experience
Internal Revenue Service August 2012 - Present
WeiserMazars LLP October 2009 - August 2012
RSM McGladrey 2008 - 2009
Simonson, Lipschutz & Fogel P.C. September 1999 - October 2008
Education
Temple University 1995 — 1999
BBA, Accounting
Internal Revenue Service August 2012 - Present
WeiserMazars LLP October 2009 - August 2012
RSM McGladrey 2008 - 2009
Simonson, Lipschutz & Fogel P.C. September 1999 - October 2008
Education
Temple University 1995 — 1999
BBA, Accounting
Liza N. Zumsteg, CPA Liza N. Zumsteg, CPA's Simonson, Lipschutz & Fogel P.C. Experience January 2007 - October 2008
Job Manager at RW Group, LLC
Industry Accounting
Experience
RW Group, LLC October 2011 - Present
Consulting Services June 2011 - November 2011
Shechtman Marks Devor PC December 2009 - May 2011
McGladrey November 2008 - May 2009
Simonson, Lipschutz & Fogel P.C. January 2007 - October 2008
Belfint, Lyons & Shuman, P.A. July 2004 - December 2006
BNY Mellon May 2000 - July 2004
Skills
Certified Public..., Auditing, Government Auditing, Accounting, Small Business, Audits of Employee..., CCH ProSystem fx, Caseware, Non-profits, Real Estate, HUD audits, Financial Reporting, Internal Controls, QuickBooks, Financial Audits, External Audit, Regulatory Audits, CPA, Member of AICPA, Financial Statement..., Compilation Of..., Yellow Book, GAAP, Nonprofits
Education
Goldey Beacom College 1998 — 2002
Bachelor of Science (B.S.), Accounting
RW Group, LLC October 2011 - Present
Consulting Services June 2011 - November 2011
Shechtman Marks Devor PC December 2009 - May 2011
McGladrey November 2008 - May 2009
Simonson, Lipschutz & Fogel P.C. January 2007 - October 2008
Belfint, Lyons & Shuman, P.A. July 2004 - December 2006
BNY Mellon May 2000 - July 2004
Skills
Certified Public..., Auditing, Government Auditing, Accounting, Small Business, Audits of Employee..., CCH ProSystem fx, Caseware, Non-profits, Real Estate, HUD audits, Financial Reporting, Internal Controls, QuickBooks, Financial Audits, External Audit, Regulatory Audits, CPA, Member of AICPA, Financial Statement..., Compilation Of..., Yellow Book, GAAP, Nonprofits
Education
Goldey Beacom College 1998 — 2002
Bachelor of Science (B.S.), Accounting
Matt Brach Matt Brach's Simonson, Lipschutz & Fogel P.C. Experience 1993 - 1995
Job Vice President Argosy Capital
Industry Venture Capital & Private Equity
Experience
Argosy Capital April 2012 - Present
Julip Run Capital February 2009 - March 2012
CD Ventures June 2004 - June 2010
Reznick Group June 2003 - June 2004
Constellation Energy May 2002 - June 2003
Ernst & Young 1996 - 2002
Simonson, Lipschutz & Fogel P.C. 1993 - 1995
Skills
Valuation, Private Equity, Venture Capital, Financial Analysis, Business Planning, Business Strategy, Mergers, Financial Modeling, Strategic Planning, Start-ups, Entrepreneurship, Due Diligence, Entrepreneur, Fundraising, Negotiation
Education
University of Maryland - Robert H. Smith School of Business 1998 — 2000
MBA, Finance/Entrepreneurship
Villanova University 1989 — 1993
BSA, Accounting/Finance
St. Johns 1985 — 1989
High School
Shrine of The Most Blessed Sacrament - Washington DC
Argosy Capital April 2012 - Present
Julip Run Capital February 2009 - March 2012
CD Ventures June 2004 - June 2010
Reznick Group June 2003 - June 2004
Constellation Energy May 2002 - June 2003
Ernst & Young 1996 - 2002
Simonson, Lipschutz & Fogel P.C. 1993 - 1995
Skills
Valuation, Private Equity, Venture Capital, Financial Analysis, Business Planning, Business Strategy, Mergers, Financial Modeling, Strategic Planning, Start-ups, Entrepreneurship, Due Diligence, Entrepreneur, Fundraising, Negotiation
Education
University of Maryland - Robert H. Smith School of Business 1998 — 2000
MBA, Finance/Entrepreneurship
Villanova University 1989 — 1993
BSA, Accounting/Finance
St. Johns 1985 — 1989
High School
Shrine of The Most Blessed Sacrament - Washington DC
David Gill, Jr., MST, CPA/PFS, CFP®'s Simonson, Lipschutz & Fogel P.C. Experience December 2000 - October 2003
Job Director at Haefele, Flanagan & Co., p.c.
Industry Accounting
Experience
Haefele Flanagan March 2011 - Present
Heffler, Radetich & Saitta LLP January 2010 - February 2011
Master, Sidlow & Assoiates, P. A. October 2003 - January 2010
Simonson, Lipschutz & Fogel P.C. December 2000 - October 2003
Heffler, Radetich & Saitta LLP 1996 - 2000
Skills
Real Estate, Manufacturing, Business Services, Retail, Construction, Tax, Corporate Tax, Tax Preparation, Accounting, Income Tax, Auditing, Tax Accounting, Financial Reporting, CPA, Tax Returns, Tax Research, Estate Planning, Estate Tax Planning, Partnership Taxation, ProSystem fx Tax, Finance, Tax Advisory, Sales Tax, General Ledger, US Tax, S Corporations, QuickBooks, Personal Tax Planning, Financial Statements, IRS, High Net Worth..., Tax Law, Financial Planners, Bookkeeping, Cash Flow, Business Tax Planning, Due Diligence, CCH ProSystem fx, Corporate Tax Planning, Small Business, Property Tax, Strategic Financial..., International Tax, US GAAP, Account Reconciliation, Consolidated Returns, Tax Audit Representation, Financial Accounting, Consolidation, Financial Analysis
Education
Widener University 2006 — 2011
MST, Masters in Taxation
Widener University 2006 — 2011
MSFP, Masters in Financial Planning
La Salle University 1992 — 1996
BS, Accounting
La Salle University - School of Business Administration 1992 — 1996
BS, Accounting
North Catholic High School 1988 — 1992
Diploma
Haefele Flanagan March 2011 - Present
Heffler, Radetich & Saitta LLP January 2010 - February 2011
Master, Sidlow & Assoiates, P. A. October 2003 - January 2010
Simonson, Lipschutz & Fogel P.C. December 2000 - October 2003
Heffler, Radetich & Saitta LLP 1996 - 2000
Skills
Real Estate, Manufacturing, Business Services, Retail, Construction, Tax, Corporate Tax, Tax Preparation, Accounting, Income Tax, Auditing, Tax Accounting, Financial Reporting, CPA, Tax Returns, Tax Research, Estate Planning, Estate Tax Planning, Partnership Taxation, ProSystem fx Tax, Finance, Tax Advisory, Sales Tax, General Ledger, US Tax, S Corporations, QuickBooks, Personal Tax Planning, Financial Statements, IRS, High Net Worth..., Tax Law, Financial Planners, Bookkeeping, Cash Flow, Business Tax Planning, Due Diligence, CCH ProSystem fx, Corporate Tax Planning, Small Business, Property Tax, Strategic Financial..., International Tax, US GAAP, Account Reconciliation, Consolidated Returns, Tax Audit Representation, Financial Accounting, Consolidation, Financial Analysis
Education
Widener University 2006 — 2011
MST, Masters in Taxation
Widener University 2006 — 2011
MSFP, Masters in Financial Planning
La Salle University 1992 — 1996
BS, Accounting
La Salle University - School of Business Administration 1992 — 1996
BS, Accounting
North Catholic High School 1988 — 1992
Diploma
Priscilla T. Lewis, CPA, MST's Simonson, Lipschutz & Fogel P.C. Experience January 2007 - October 2008
Job Tax Manager at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP November 2008 - Present
Simonson, Lipschutz & Fogel P.C. January 2007 - October 2008
Skills
Tax, Accounting, CPA, Tax Research, CCH ProSystem fx, Corporate Tax, Income Tax, Tax Advisory, Partnership Taxation, Tax Accounting, Tax Preparation, Financial Accounting, ProSystem fx Tax
Education
Philadelphia University 2008 — 2009
Master of Science, Taxation
Drexel University 2004 — 2006
B.S. in Business Administration, Accounting
McGladrey LLP November 2008 - Present
Simonson, Lipschutz & Fogel P.C. January 2007 - October 2008
Skills
Tax, Accounting, CPA, Tax Research, CCH ProSystem fx, Corporate Tax, Income Tax, Tax Advisory, Partnership Taxation, Tax Accounting, Tax Preparation, Financial Accounting, ProSystem fx Tax
Education
Philadelphia University 2008 — 2009
Master of Science, Taxation
Drexel University 2004 — 2006
B.S. in Business Administration, Accounting
Vince Mazzei's Simonson, Lipschutz & Fogel P.C. Experience November 1990 - September 1995
Job President & CFO at Royal Paper Products, Inc.
Industry Wholesale
Experience
Royal Paper Products, Inc. September 1995 - Present
Simonson, Lipschutz & Fogel P.C. November 1990 - September 1995
Laventhol & Horwath September 1985 - October 1990
Skills
Tax, Financial Reporting, Accounting, Auditing
Education
La Salle University - School of Business Administration 1981 — 1985
BA, Accounting
Royal Paper Products, Inc. September 1995 - Present
Simonson, Lipschutz & Fogel P.C. November 1990 - September 1995
Laventhol & Horwath September 1985 - October 1990
Skills
Tax, Financial Reporting, Accounting, Auditing
Education
La Salle University - School of Business Administration 1981 — 1985
BA, Accounting
Joseph McLaughlin's Simonson, Lipschutz & Fogel P.C. Experience 2004 - 2005
Job Senior Tax Accountant
Industry Accounting
Experience
Abo and Company, LLC 2011 - Present
Tait, Weller & Baker 2006 - 2011
Garfield Park Academy 2005 - 2006
Simonson, Lipschutz & Fogel P.C. 2004 - 2005
Voynow, Bayard, & Company 1998 - 2004
Skills
Tax Accounting, Tax, Income Tax, Corporate Tax, Microsoft Excel, Tax Preparation, Tax Returns, Accounting, Financial Statements, Tax Research, Partnership Taxation, Tax Advisory, Microsoft Word, Account Reconciliation, Financial Reporting, Microsoft Office, Fixed Assets, Financial Accounting, FAS109, FIN 48, Consolidated Returns, GoSystems, CCH ProSystem fx, ProSystem fx Tax, Multi-state tax returns, Individual Returns, C-Corp, Tax Audit Representation, Tax Dispute Resolution, High Net Worth..., Payroll, Internal Audit
Education
University of Pittsburgh
BS, Business/Psychology Dual Major
Abo and Company, LLC 2011 - Present
Tait, Weller & Baker 2006 - 2011
Garfield Park Academy 2005 - 2006
Simonson, Lipschutz & Fogel P.C. 2004 - 2005
Voynow, Bayard, & Company 1998 - 2004
Skills
Tax Accounting, Tax, Income Tax, Corporate Tax, Microsoft Excel, Tax Preparation, Tax Returns, Accounting, Financial Statements, Tax Research, Partnership Taxation, Tax Advisory, Microsoft Word, Account Reconciliation, Financial Reporting, Microsoft Office, Fixed Assets, Financial Accounting, FAS109, FIN 48, Consolidated Returns, GoSystems, CCH ProSystem fx, ProSystem fx Tax, Multi-state tax returns, Individual Returns, C-Corp, Tax Audit Representation, Tax Dispute Resolution, High Net Worth..., Payroll, Internal Audit
Education
University of Pittsburgh
BS, Business/Psychology Dual Major
Denise Kligge's Simonson, Lipschutz & Fogel P.C. Experience 2003 - 2004
Job Telecommunications Professional
Industry Telecommunications
Experience
Simonson, Lipschutz & Fogel P.C. 2003 - 2004
Bell Telephone 1990 - 2001
Education
Holy Family University 1992 — 2000
ba
Simonson, Lipschutz & Fogel P.C. 2003 - 2004
Bell Telephone 1990 - 2001
Education
Holy Family University 1992 — 2000
ba
Kelly Patterson, CPA, MBA's Simonson, Lipschutz & Fogel P.C. Experience January 1995 - April 1998
Job
Industry Information Technology and Services
Experience
Integration Systems LLC (iSys) November 2012 - September 2013
Pinnacle Holdings Inc January 2008 - November 2011
Parkway Corporation 2004 - 2007
Trammell Crow Company 1998 - 2004
Simonson, Lipschutz & Fogel P.C. January 1995 - April 1998
Ostroff, Fair & Co December 1991 - January 1995
Skills
Microsoft Office, Oracle Financials, Oracle Discoverer, Quickbooks, Argus Modeling, Rent Manager, QuickBooks, Accounting, Leases, Business Analysis, Finance, Leadership, Analysis, Management, Financial Modeling, Payroll, Financial Analysis, Human Resources, General Ledger, Oracle E-Business Suite, Sarbanes-Oxley Act
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2011
MBA
Drexel University 1986 — 1990
BS Business
Integration Systems LLC (iSys) November 2012 - September 2013
Pinnacle Holdings Inc January 2008 - November 2011
Parkway Corporation 2004 - 2007
Trammell Crow Company 1998 - 2004
Simonson, Lipschutz & Fogel P.C. January 1995 - April 1998
Ostroff, Fair & Co December 1991 - January 1995
Skills
Microsoft Office, Oracle Financials, Oracle Discoverer, Quickbooks, Argus Modeling, Rent Manager, QuickBooks, Accounting, Leases, Business Analysis, Finance, Leadership, Analysis, Management, Financial Modeling, Payroll, Financial Analysis, Human Resources, General Ledger, Oracle E-Business Suite, Sarbanes-Oxley Act
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2011
MBA
Drexel University 1986 — 1990
BS Business
Vadim Shapiro CPA's Simonson, Lipschutz & Fogel P.C. Experience September 2005 - October 2007
Job Accounting Professional
Industry Accounting
Experience
CPA Firm November 2010 - Present
Teitelman Rosenthal Block Berg & Company LLP May 2008 - July 2010
Simonson, Lipschutz & Fogel P.C. September 2005 - October 2007
Education
Drexel University - College of Business and Administration 2002 — 2005
BS, Accounting
CPA Firm November 2010 - Present
Teitelman Rosenthal Block Berg & Company LLP May 2008 - July 2010
Simonson, Lipschutz & Fogel P.C. September 2005 - October 2007
Education
Drexel University - College of Business and Administration 2002 — 2005
BS, Accounting
Denise Kligge's Simonson, Lipschutz & Fogel P.C. Experience March 2003 - March 2004
Job ...Striking out Cervical Cancer
Industry Nonprofit Organization Management
Experience
Amy's Fund, Inc. January 2005 - Present
bell atlantic 2001 - Present
verizon 1980 - 2010
bell atlantic 1970 - 2010
The Arc of Montgomery, Berks, and Bucks Counties April 2006 - October 2008
Solutions 4 the Medical Office March 2004 - August 2005
Simonson, Lipschutz & Fogel P.C. March 2003 - March 2004
verizon 1969 - November 2001
Verizon 2000 - 2001
verizon 1980 - 2000
Education
Holy Family University 1992 — 2002
BA, all
Amy's Fund, Inc. January 2005 - Present
bell atlantic 2001 - Present
verizon 1980 - 2010
bell atlantic 1970 - 2010
The Arc of Montgomery, Berks, and Bucks Counties April 2006 - October 2008
Solutions 4 the Medical Office March 2004 - August 2005
Simonson, Lipschutz & Fogel P.C. March 2003 - March 2004
verizon 1969 - November 2001
Verizon 2000 - 2001
verizon 1980 - 2000
Education
Holy Family University 1992 — 2002
BA, all
Jeffrey I. Lipschutz, CPA's Simonson, Lipschutz & Fogel P.C. Experience May 1990 - October 2008
Job Business consultant at McGladrey LLP
Industry Accounting
Experience
McGladrey LLP May 2013 - Present
McGladrey, LLP October 2011 - April 2013
McGladrey LLP November 2008 - September 2011
Simonson, Lipschutz & Fogel P.C. May 1990 - October 2008
Jeffrey I. Lipschutz, Ltd May 1979 - May 1990
Gold & Company May 1977 - May 1979
Simonson, Singer, Fenerty & Lipschutz May 1974 - May 1977
Laventhol & Horwath LP December 1961 - May 1974
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, CCH ProSystem fx, Go Systems Fast Tax, PowerPoint, QuickBooks, Mas 90, Sage Business Works, Caseware, Go Systems Audit, BNA Income Tax Planner, TValue, TaxInterest for Windows
Education
University of Pennsylvania - The Wharton School 1958 — 1961
Bachelor's degree, Accounting and Finance, 3.5
McGladrey LLP May 2013 - Present
McGladrey, LLP October 2011 - April 2013
McGladrey LLP November 2008 - September 2011
Simonson, Lipschutz & Fogel P.C. May 1990 - October 2008
Jeffrey I. Lipschutz, Ltd May 1979 - May 1990
Gold & Company May 1977 - May 1979
Simonson, Singer, Fenerty & Lipschutz May 1974 - May 1977
Laventhol & Horwath LP December 1961 - May 1974
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, CCH ProSystem fx, Go Systems Fast Tax, PowerPoint, QuickBooks, Mas 90, Sage Business Works, Caseware, Go Systems Audit, BNA Income Tax Planner, TValue, TaxInterest for Windows
Education
University of Pennsylvania - The Wharton School 1958 — 1961
Bachelor's degree, Accounting and Finance, 3.5
Veronica Yankanich's Simonson, Lipschutz & Fogel P.C. Experience January 1992 - December 1993
Job Accountant
Industry Accounting
Experience
LMA February 2013 - Present
Comcast 1999 - 2001
Board of Pensions of the Presbyterian Church January 1997 - December 1998
BDO Seidman, LLP January 1994 - December 1996
Simonson, Lipschutz & Fogel P.C. January 1992 - December 1993
Monetary Management Corporation July 1990 - October 1991
Skills
Auditing, Accounting, Finance, Strategic Planning, Customer Service, General Ledger
Education
Holy Family College 1986 — 1990
B.A., Accounting
LMA February 2013 - Present
Comcast 1999 - 2001
Board of Pensions of the Presbyterian Church January 1997 - December 1998
BDO Seidman, LLP January 1994 - December 1996
Simonson, Lipschutz & Fogel P.C. January 1992 - December 1993
Monetary Management Corporation July 1990 - October 1991
Skills
Auditing, Accounting, Finance, Strategic Planning, Customer Service, General Ledger
Education
Holy Family College 1986 — 1990
B.A., Accounting
Denise Kopyar's Simonson, Lipschutz & Fogel P.C. Experience 1995 - 2008
Job Partner
Industry Accounting
Experience
Citrin Cooperman Audit DirectorCitrin CoopermanOctober 2011 - Present
McGladrey November 2008 - October 2011
Simonson, Lipschutz & Fogel P.C. 1995 - 2008
Simonson, Lipschutz & Fogel P.C. 1995 - 2008
Simonson, Lipschutz & Fogel P.C. 1995 - 2008
Skills
Internal Controls, US GAAP, Auditing, Financial Analysis, Financial Reporting, Accounting, Real Estate, GAAP, CPA, Financial Statements, Income Tax, Financial Accounting, Finance
Education
Drexel University
Master of Business Administration (M.B.A.)
State University of New York at Binghamton
Bachelor's degree, Business/Commerce, General
Citrin Cooperman Audit DirectorCitrin CoopermanOctober 2011 - Present
McGladrey November 2008 - October 2011
Simonson, Lipschutz & Fogel P.C. 1995 - 2008
Simonson, Lipschutz & Fogel P.C. 1995 - 2008
Simonson, Lipschutz & Fogel P.C. 1995 - 2008
Skills
Internal Controls, US GAAP, Auditing, Financial Analysis, Financial Reporting, Accounting, Real Estate, GAAP, CPA, Financial Statements, Income Tax, Financial Accounting, Finance
Education
Drexel University
Master of Business Administration (M.B.A.)
State University of New York at Binghamton
Bachelor's degree, Business/Commerce, General
Jim Capasso's Simonson, Lipschutz & Fogel P.C. Experience September 2000 - October 2008
Job Director at Citrin Cooperman
Industry Accounting
Experience
Citrin Cooperman August 2014 - Present
McGladrey November 2008 - August 2014
Simonson, Lipschutz & Fogel P.C. September 2000 - October 2008
Skills
CPA, Auditing, GAAP, Assurance, Internal Controls, US GAAP, External Audit, Financial Reporting, Accounting, Tax, Financial Accounting, Corporate Tax, Financial Statements, Revenue Recognition, Tax Preparation, IFRS
Education
Holy Family University 1996 — 2000
Bachelor of Arts (B.A.), Accounting
Citrin Cooperman August 2014 - Present
McGladrey November 2008 - August 2014
Simonson, Lipschutz & Fogel P.C. September 2000 - October 2008
Skills
CPA, Auditing, GAAP, Assurance, Internal Controls, US GAAP, External Audit, Financial Reporting, Accounting, Tax, Financial Accounting, Corporate Tax, Financial Statements, Revenue Recognition, Tax Preparation, IFRS
Education
Holy Family University 1996 — 2000
Bachelor of Arts (B.A.), Accounting
Kelli Tomczak's Simonson, Lipschutz & Fogel P.C. Experience September 2000 - June 2004
Job at Resource Residential
Industry Financial Services
Experience
Resource Residential September 2014 - Present
Resource Real Estate, Inc. July 2004 - September 2014
Simonson, Lipschutz & Fogel P.C. September 2000 - June 2004
Skills
Accounting, Financial Analysis, Financial Reporting, Auditing, Tax Preparation, Financial Modeling, Forecasting, Asset Management, Budgets, Contract Negotiation, Due Diligence, Investment Properties, Investments
Education
King's College 1996 — 2000
Bachelor's degree, Accounting
Resource Residential September 2014 - Present
Resource Real Estate, Inc. July 2004 - September 2014
Simonson, Lipschutz & Fogel P.C. September 2000 - June 2004
Skills
Accounting, Financial Analysis, Financial Reporting, Auditing, Tax Preparation, Financial Modeling, Forecasting, Asset Management, Budgets, Contract Negotiation, Due Diligence, Investment Properties, Investments
Education
King's College 1996 — 2000
Bachelor's degree, Accounting
Linda Ha Tran-Varner, CMA's Simonson, Lipschutz & Fogel P.C. Experience September 2001 - December 2002
Job Senior Accountant at Wohlsen Construction Company
Industry Construction
Experience
Wohlsen Construction Company April 2006 - Present
Hess & Hess, CPAs January 2003 - April 2006
Simonson, Lipschutz & Fogel P.C. September 2001 - December 2002
Skills
General Ledger..., Cost Accounting, Bank Reconciliation, Financial Statements, Budgeting & Forecasting, Financial Statement..., External Audit, Internal Audit, Tax Preparation, Data Analysis, Customer Support, Professional Ethics, Construction Accounting, General Ledger, Account Reconciliation
Education
Penn State University 1997 — 2001
Bachelor's Degree, Accounting
Wohlsen Construction Company April 2006 - Present
Hess & Hess, CPAs January 2003 - April 2006
Simonson, Lipschutz & Fogel P.C. September 2001 - December 2002
Skills
General Ledger..., Cost Accounting, Bank Reconciliation, Financial Statements, Budgeting & Forecasting, Financial Statement..., External Audit, Internal Audit, Tax Preparation, Data Analysis, Customer Support, Professional Ethics, Construction Accounting, General Ledger, Account Reconciliation
Education
Penn State University 1997 — 2001
Bachelor's Degree, Accounting