Spicer & Oppenheim
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Spicer & Oppenheim Employees
Employee
Years
Job
Industry
Diane Womack Diane Womack's Spicer & Oppenheim Experience January 1982 - July 1989
Job Shareholder at Stahl Consulting Group
Industry Accounting
Experience
Stahl Consulting Group May 2008 - Present
Navigant Consulting November 2005 - August 2007
FTI Consulting January 2001 - October 2005
Margolin, Winer & Evens LLP November 1990 - January 2001
Bellmarc Realty July 1989 - November 1990
Spicer & Oppenheim January 1982 - July 1989
Skills
Forensic Accounting, Business Valuation, Litigation Consulting, CPA, Fraud, Due Diligence, Tax Preparation, Certified Fraud Examiner, Mergers & Acquisitions, Expert Witness, Valuation, Shareholder, CFF, Litigation Support, Courts, Asset Tracing, Tax, Corporate Tax, Bankruptcy, Accounting
Education
Queens College
BA, Accounting, English
Stahl Consulting Group May 2008 - Present
Navigant Consulting November 2005 - August 2007
FTI Consulting January 2001 - October 2005
Margolin, Winer & Evens LLP November 1990 - January 2001
Bellmarc Realty July 1989 - November 1990
Spicer & Oppenheim January 1982 - July 1989
Skills
Forensic Accounting, Business Valuation, Litigation Consulting, CPA, Fraud, Due Diligence, Tax Preparation, Certified Fraud Examiner, Mergers & Acquisitions, Expert Witness, Valuation, Shareholder, CFF, Litigation Support, Courts, Asset Tracing, Tax, Corporate Tax, Bankruptcy, Accounting
Education
Queens College
BA, Accounting, English
Susan Rojas Susan Rojas's Spicer & Oppenheim Experience 1989 - 1992
Job
Industry Nonprofit Organization Management
Experience
Quantum Leap Health Care Collaborative October 2013 - Present
Susan E. Rojas, Enrolled Agent January 1991 - Present
EarthShare California December 2011 - June 2013
EarthShare California 2011 - 2013
Tax-Aid 1989 - April 2010
San Francisco Girls Chorus September 2005 - March 2009
Presenting Solutions, Inc. September 1998 - January 2001
Accounting Solutions 1995 - 1998
Spicer & Oppenheim 1989 - 1992
Skills
Accounting, Bookkeeping, Quickbooks, Tax, Budgeting, Payroll, Small Business, Payroll Processing, General Ledger, Financial Reporting, Accounts Payable, Cash Flow, Accounts Receivable, Tax Preparation, Financial Accounting, Non-profits, Start-ups, Financial Analysis, QuickBooks, Budgets, Nonprofits, Income Tax, Corporate Tax, GAAP, Finance, Management, Auditing, Account Reconciliation, Tax Returns
Education
San Francisco State University 1980 — 1983
Bachelor of Science (B.S.)
San Francisco State University, College of Business 1978 — 1983
BS
Quantum Leap Health Care Collaborative October 2013 - Present
Susan E. Rojas, Enrolled Agent January 1991 - Present
EarthShare California December 2011 - June 2013
EarthShare California 2011 - 2013
Tax-Aid 1989 - April 2010
San Francisco Girls Chorus September 2005 - March 2009
Presenting Solutions, Inc. September 1998 - January 2001
Accounting Solutions 1995 - 1998
Spicer & Oppenheim 1989 - 1992
Skills
Accounting, Bookkeeping, Quickbooks, Tax, Budgeting, Payroll, Small Business, Payroll Processing, General Ledger, Financial Reporting, Accounts Payable, Cash Flow, Accounts Receivable, Tax Preparation, Financial Accounting, Non-profits, Start-ups, Financial Analysis, QuickBooks, Budgets, Nonprofits, Income Tax, Corporate Tax, GAAP, Finance, Management, Auditing, Account Reconciliation, Tax Returns
Education
San Francisco State University 1980 — 1983
Bachelor of Science (B.S.)
San Francisco State University, College of Business 1978 — 1983
BS
Sandhya Subbarao Sandhya Subbarao's Spicer & Oppenheim Experience 1987 - 1990
Job Reporter, The Columbia Journalist
Industry Newspapers
Experience
Forbes, Inc. June 2014 - October 2014
Hewitt Associates and Towers Perrin 1997 - 1999
Projecto Alternativas 1994 - 1995
The World Bank May 1992 - September 1992
Kibbutz Gevulot 1990 - 1991
Spicer & Oppenheim 1987 - 1990
Skills
Public Speaking, Public Relations, Non-profits, Social Media, Editing, Advertising, Copy Editing, Event Management, Nonprofits, Strategic Planning
Education
Columbia University - Graduate School of Journalism 2012 — 2014
Journalism
William E. Simon School of Business 1991 — 1993
Finance and International Business
University of Hertfordshire 1986 — 1987
Accounting
University of Mumbai 1983 — 1986
Accounting and Business Management
Forbes, Inc. June 2014 - October 2014
Hewitt Associates and Towers Perrin 1997 - 1999
Projecto Alternativas 1994 - 1995
The World Bank May 1992 - September 1992
Kibbutz Gevulot 1990 - 1991
Spicer & Oppenheim 1987 - 1990
Skills
Public Speaking, Public Relations, Non-profits, Social Media, Editing, Advertising, Copy Editing, Event Management, Nonprofits, Strategic Planning
Education
Columbia University - Graduate School of Journalism 2012 — 2014
Journalism
William E. Simon School of Business 1991 — 1993
Finance and International Business
University of Hertfordshire 1986 — 1987
Accounting
University of Mumbai 1983 — 1986
Accounting and Business Management
Steven Weissbluth Steven Weissbluth's Spicer & Oppenheim Experience 1986 - 1989
Job Director of Recruitment
Industry Staffing and Recruiting
Experience
Advice Personnel September 2005 - Present
SuperSolver, Inc. February 2013 - December 2013
Robert Half Management Resources October 2004 - August 2005
Advisen January 2003 - March 2004
Liberty Brokerage 1991 - 2000
D. E. Shaw & Co. 1989 - 1991
Spicer & Oppenheim 1986 - 1989
Skills
Real Estate, Finance, Recruiting, Financial Services, Accountants, Tax, Hedge Funds, GAAP, Management, Payroll, Internal Audit, Investments, Financial Reporting, Cash Management, Due Diligence, Internal Controls, Asset Managment, Financial Accounting, Managerial Finance, Strategic Financial..., Auditing, Human Resources, Banking, Asset Management, Restructuring, Executive Search, Permanent Placement
Education
University of Massachusetts at Amherst - Isenberg School of Management 1981 — 1985
Bachelor's of Business Administration, Accounting
Advice Personnel September 2005 - Present
SuperSolver, Inc. February 2013 - December 2013
Robert Half Management Resources October 2004 - August 2005
Advisen January 2003 - March 2004
Liberty Brokerage 1991 - 2000
D. E. Shaw & Co. 1989 - 1991
Spicer & Oppenheim 1986 - 1989
Skills
Real Estate, Finance, Recruiting, Financial Services, Accountants, Tax, Hedge Funds, GAAP, Management, Payroll, Internal Audit, Investments, Financial Reporting, Cash Management, Due Diligence, Internal Controls, Asset Managment, Financial Accounting, Managerial Finance, Strategic Financial..., Auditing, Human Resources, Banking, Asset Management, Restructuring, Executive Search, Permanent Placement
Education
University of Massachusetts at Amherst - Isenberg School of Management 1981 — 1985
Bachelor's of Business Administration, Accounting
Lisa Buckser-Schulz Lisa Buckser-Schulz's Spicer & Oppenheim Experience 1988 - 1990
Job Legal Operations Consultant at RGP
Industry Legal Services
Experience
RGP June 2015 - Present
Alloy Group April 2015 - Present
The Garden City Group 2010 - 2015
A.B. Data 2007 - 2010
Labaton Sucharow 2002 - 2007
Bernstein Litowitz Berger & Grossmann 1996 - 2002
Schulte Roth & Zabel LLP 1993 - 1996
Spicer & Oppenheim 1988 - 1990
National Futures Association 1986 - 1988
Skills
Class Actions, Litigation, Project Management, Securities Litigation, Commercial Litigation, Civil Litigation, Corporate Law, Arbitration, Litigation Support, Legal Research, Legal Writing, Litigation Management, Bankruptcy, Competition Law, Courts, Securities
Education
Fordham University School of Law 1989 — 1993
JD, Law
Rutgers University-New Brunswick 1982 — 1986
B.S., Accounting
RGP June 2015 - Present
Alloy Group April 2015 - Present
The Garden City Group 2010 - 2015
A.B. Data 2007 - 2010
Labaton Sucharow 2002 - 2007
Bernstein Litowitz Berger & Grossmann 1996 - 2002
Schulte Roth & Zabel LLP 1993 - 1996
Spicer & Oppenheim 1988 - 1990
National Futures Association 1986 - 1988
Skills
Class Actions, Litigation, Project Management, Securities Litigation, Commercial Litigation, Civil Litigation, Corporate Law, Arbitration, Litigation Support, Legal Research, Legal Writing, Litigation Management, Bankruptcy, Competition Law, Courts, Securities
Education
Fordham University School of Law 1989 — 1993
JD, Law
Rutgers University-New Brunswick 1982 — 1986
B.S., Accounting
Stephen Bondi Stephen Bondi's Spicer & Oppenheim Experience 1980 - 1982
Job Chief Operating Officer at van Biema Value Partners, LLC
Industry Financial Services
Experience
van Biema Value Partners, LLC June 2010 - Present
Asset Alliance Corporation July 2000 - May 2010
Hedge Harbor 2000 - May 2010
Gabelli & Company 1982 - 2000
Gabelli Asset Management 1982 - 2000
Spicer & Oppenheim 1980 - 1982
Skills
Hedge Funds, Alternative Investments, Private Equity, Investments, Equities, Mergers, Mutual Funds, Fund Of Funds, Asset Management, Investor Relations, Securities, Series 7, Finance, Derivatives, Investment Advisory, Mergers & Acquisitions, Capital Markets, Financial Services
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Executive MBA Program
Hofstra University 1978 — 1980
BBA, Accounting
VS Central
VS Central
van Biema Value Partners, LLC June 2010 - Present
Asset Alliance Corporation July 2000 - May 2010
Hedge Harbor 2000 - May 2010
Gabelli & Company 1982 - 2000
Gabelli Asset Management 1982 - 2000
Spicer & Oppenheim 1980 - 1982
Skills
Hedge Funds, Alternative Investments, Private Equity, Investments, Equities, Mergers, Mutual Funds, Fund Of Funds, Asset Management, Investor Relations, Securities, Series 7, Finance, Derivatives, Investment Advisory, Mergers & Acquisitions, Capital Markets, Financial Services
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Executive MBA Program
Hofstra University 1978 — 1980
BBA, Accounting
VS Central
VS Central
richard shapiro's Spicer & Oppenheim Experience August 1983 - November 1990
Job Tax Director at EisnerAmper LLP
Industry Accounting
Experience
EisnerAmper LLP April 2013 - Present
EY May 1995 - May 2009
Goldstein Golub Kessler May 1994 - April 1995
Grant Thornton LLP December 1990 - April 1994
Spicer & Oppenheim August 1983 - November 1990
Demov Morris Levin & Shein January 1981 - August 1983
Stroock & Stroock & Lavan LLP June 1978 - December 1980
Shearman & Sterling LLP September 1973 - June 1978
Skills
Federal incme tax...
Education
New York University School of Law 1974 — 1977
Master of Laws (LLM) in Taxation, Tax
Columbia Law School 1970 — 1973
Doctor of Law (J.D.), Law
Brown University 1966 — 1970
A.B., Political Science
EisnerAmper LLP April 2013 - Present
EY May 1995 - May 2009
Goldstein Golub Kessler May 1994 - April 1995
Grant Thornton LLP December 1990 - April 1994
Spicer & Oppenheim August 1983 - November 1990
Demov Morris Levin & Shein January 1981 - August 1983
Stroock & Stroock & Lavan LLP June 1978 - December 1980
Shearman & Sterling LLP September 1973 - June 1978
Skills
Federal incme tax...
Education
New York University School of Law 1974 — 1977
Master of Laws (LLM) in Taxation, Tax
Columbia Law School 1970 — 1973
Doctor of Law (J.D.), Law
Brown University 1966 — 1970
A.B., Political Science
Annmarie Gagliardi-Lopez Annmarie Gagliardi-Lopez's Spicer & Oppenheim Experience 1986 - 1987
Job Vice President of Finance at GSE Dynamics, Inc.
Industry Accounting
Experience
GSE Dynamics, Inc. April 2014 - Present
Condos Brothers Construction Corp. January 2014 - January 2014
Topaz LIghting Corporation / Topaz Management Corporation June 2004 - September 2013
Telrad Connegy Inc. August 1993 - May 2004
BDO USA, LLP July 1987 - July 1993
Spicer & Oppenheim 1986 - 1987
Skills
Accounting, Management, Budgets, Financial Analysis, Financial Statements, Mergers & Acquisitions, Executive Management, Internal Controls, Cash Flow, Finance, CPA, Financial Reporting, Human Resources, US GAAP, Auditing, Small Business, Health Insurance, Forecasting, General Insurance, Legal Assistance, Contractual Agreements, Project Management
Education
Binghamton University
Bachelor of Science (BS), Accounting
Stony Brook University 2014 — 2014
Project Management
GSE Dynamics, Inc. April 2014 - Present
Condos Brothers Construction Corp. January 2014 - January 2014
Topaz LIghting Corporation / Topaz Management Corporation June 2004 - September 2013
Telrad Connegy Inc. August 1993 - May 2004
BDO USA, LLP July 1987 - July 1993
Spicer & Oppenheim 1986 - 1987
Skills
Accounting, Management, Budgets, Financial Analysis, Financial Statements, Mergers & Acquisitions, Executive Management, Internal Controls, Cash Flow, Finance, CPA, Financial Reporting, Human Resources, US GAAP, Auditing, Small Business, Health Insurance, Forecasting, General Insurance, Legal Assistance, Contractual Agreements, Project Management
Education
Binghamton University
Bachelor of Science (BS), Accounting
Stony Brook University 2014 — 2014
Project Management
Marty Pembroke Marty Pembroke's Spicer & Oppenheim Experience 1983 - 1986
Job Managing Director at EisnerAmper Fund Services llc
Industry Financial Services
Experience
EisnerAmper LLP February 2012 - Present
HLW Fund Services LLC January 2009 - February 2012
Spectrum Global Fund Administration December 2006 - December 2008
Griffin Kubik Stephens & Thompson September 2001 - December 2006
Cleary Gull Inc. December 1996 - August 2001
Tucker Anthony Capital Markets December 1996 - August 2001
Rodman & Renshaw September 1995 - December 1996
Fuji Securities March 1986 - September 1995
Spicer & Oppenheim 1983 - 1986
Skills
Hedge Funds, Alternative Investments, Fund Administration, Management, Fund Of Funds, Securities, Mergers & Acquisitions, Asset Management, Private Equity, Investments, Accounting
Education
University of Illinois at Chicago 1976 — 1980
BS, Accounting
EisnerAmper LLP February 2012 - Present
HLW Fund Services LLC January 2009 - February 2012
Spectrum Global Fund Administration December 2006 - December 2008
Griffin Kubik Stephens & Thompson September 2001 - December 2006
Cleary Gull Inc. December 1996 - August 2001
Tucker Anthony Capital Markets December 1996 - August 2001
Rodman & Renshaw September 1995 - December 1996
Fuji Securities March 1986 - September 1995
Spicer & Oppenheim 1983 - 1986
Skills
Hedge Funds, Alternative Investments, Fund Administration, Management, Fund Of Funds, Securities, Mergers & Acquisitions, Asset Management, Private Equity, Investments, Accounting
Education
University of Illinois at Chicago 1976 — 1980
BS, Accounting
James McKeon James McKeon's Spicer & Oppenheim Experience January 1986 - November 1990
Job Tax Manager at RG Brenner
Industry Accounting
Experience
RGBrenner 2008 - Present
RG Brenner 2008 - Present
Spicer & Oppenheim January 1986 - November 1990
Education
Hofstra University 1983 — 1985
Master of Business Administration (M.B.A.), Taxation
Dowling College 1977 — 1982
Bachelor of Business Administration (BBA), Business/Managerial Economics
RGBrenner 2008 - Present
RG Brenner 2008 - Present
Spicer & Oppenheim January 1986 - November 1990
Education
Hofstra University 1983 — 1985
Master of Business Administration (M.B.A.), Taxation
Dowling College 1977 — 1982
Bachelor of Business Administration (BBA), Business/Managerial Economics
Mitchell Rosenthal Mitchell Rosenthal's Spicer & Oppenheim Experience June 1984 - November 1989
Job Partner at Anchin Block Anchin LLP
Industry Accounting
Experience
Anchin Block Anchin LLP December 1990 - Present
Laventhal & Horwath December 1989 - November 1990
Spicer & Oppenheim June 1984 - November 1989
Skills
High Net Worth..., Tax, Accounting, Fund Of Funds, Hedge Funds, Due Diligence, SEC filings, Investment Advisory..., Financial Services, Partnership Taxation
Education
City University of New York-Baruch College 1976 — 1981
Bachelor of Science (BS), Accounting
Anchin Block Anchin LLP December 1990 - Present
Laventhal & Horwath December 1989 - November 1990
Spicer & Oppenheim June 1984 - November 1989
Skills
High Net Worth..., Tax, Accounting, Fund Of Funds, Hedge Funds, Due Diligence, SEC filings, Investment Advisory..., Financial Services, Partnership Taxation
Education
City University of New York-Baruch College 1976 — 1981
Bachelor of Science (BS), Accounting
David Grumer David Grumer's Spicer & Oppenheim Experience September 1987 - November 1990
Job Partner at Citrin Cooperman & Company, LLP
Industry Accounting
Experience
Citrin Cooperman & Company, LLP November 2007 - Present
Kaufmann Gallucci & Grumer LLP January 2003 - November 2007
David H Grumer CPA December 1990 - December 2002
Spicer & Oppenheim September 1987 - November 1990
Laventhol & Horwath September 1978 - September 1987
Skills
Financial Services, Partnerships, Investment Advisory..., Accounting, Auditing, Due Diligence, Private Equity, Financial Reporting, Business Valuation, Mergers, Internal Controls, Valuation, Internal Audit, Strategic Financial..., GAAP, Corporate Finance, General Ledger, Mergers & Acquisitions, Managerial Finance, SEC filings, Partnership Taxation, Finance, CPA, Financial Accounting, US GAAP, Restructuring, Income Tax, Financial Analysis, Corporate Tax, Financial Statements, Financial Modeling, Sarbanes-Oxley Act, Financial Risk, International Tax, Tax Returns, Corporate Governance, RIAs, Hedge Funds
Education
Baruch College, City University of New York (CUNY) 1970 — 1975
BBA, Public Accounting
Brooklyn Tech 1966 — 1970
Citrin Cooperman & Company, LLP November 2007 - Present
Kaufmann Gallucci & Grumer LLP January 2003 - November 2007
David H Grumer CPA December 1990 - December 2002
Spicer & Oppenheim September 1987 - November 1990
Laventhol & Horwath September 1978 - September 1987
Skills
Financial Services, Partnerships, Investment Advisory..., Accounting, Auditing, Due Diligence, Private Equity, Financial Reporting, Business Valuation, Mergers, Internal Controls, Valuation, Internal Audit, Strategic Financial..., GAAP, Corporate Finance, General Ledger, Mergers & Acquisitions, Managerial Finance, SEC filings, Partnership Taxation, Finance, CPA, Financial Accounting, US GAAP, Restructuring, Income Tax, Financial Analysis, Corporate Tax, Financial Statements, Financial Modeling, Sarbanes-Oxley Act, Financial Risk, International Tax, Tax Returns, Corporate Governance, RIAs, Hedge Funds
Education
Baruch College, City University of New York (CUNY) 1970 — 1975
BBA, Public Accounting
Brooklyn Tech 1966 — 1970
Joseph Palazzolo Joseph Palazzolo's Spicer & Oppenheim Experience 1986 - 1989
Job Sr. Tax Manager at Parsons Brinckerhoff
Industry Accounting
Experience
Parsons Brinckerhoff (civil engineering) January 2015 - Present
Medidata Solutions Inc. (technology; SaaS based software) December 2011 - September 2014
Hachette Filipacchi Media US (media; magazine publisher) June 2008 - December 2011
Primedia Inc. (media; publishing, internet, broadcasting) August 1995 - May 2008
Deloitte & Touche 1989 - 1995
Spicer & Oppenheim 1986 - 1989
Education
Pace University - Lubin School of Business
MS, Taxation
State University of New York College at Oswego
BS, Accounting
Parsons Brinckerhoff (civil engineering) January 2015 - Present
Medidata Solutions Inc. (technology; SaaS based software) December 2011 - September 2014
Hachette Filipacchi Media US (media; magazine publisher) June 2008 - December 2011
Primedia Inc. (media; publishing, internet, broadcasting) August 1995 - May 2008
Deloitte & Touche 1989 - 1995
Spicer & Oppenheim 1986 - 1989
Education
Pace University - Lubin School of Business
MS, Taxation
State University of New York College at Oswego
BS, Accounting
Ed Czekaj's Spicer & Oppenheim Experience January 1986 - December 1990
Job VPCFO EN Engineering, LLC
Industry Oil & Energy
Experience
EN Engineering September 2007 - Present
Primera Engineers September 2004 - September 2007
Montgomery Watson Harza October 1996 - August 2004
MWH October 1996 - August 2004
Arthur Andersen December 1990 - October 1996
Spicer & Oppenheim January 1986 - December 1990
First Chicago December 1977 - January 1986
Skills
Due Diligence, Financial Reporting, Financial Analysis, Mergers, Budgets, Accounting, Managerial Finance, Strategic Planning, Internal Controls, Financial Modeling
Education
DePaul University 1979 — 1983
Bachelor of Science (BS), Accounting
St. Laurence H.S. 1975 — 1979
SJSA
EN Engineering September 2007 - Present
Primera Engineers September 2004 - September 2007
Montgomery Watson Harza October 1996 - August 2004
MWH October 1996 - August 2004
Arthur Andersen December 1990 - October 1996
Spicer & Oppenheim January 1986 - December 1990
First Chicago December 1977 - January 1986
Skills
Due Diligence, Financial Reporting, Financial Analysis, Mergers, Budgets, Accounting, Managerial Finance, Strategic Planning, Internal Controls, Financial Modeling
Education
DePaul University 1979 — 1983
Bachelor of Science (BS), Accounting
St. Laurence H.S. 1975 — 1979
SJSA
Samia Rashed's Spicer & Oppenheim Experience August 1986 - December 1989
Job Director at Farallon Capital Management
Industry Real Estate
Experience
Farallon Capital Management October 1994 - Present
Tenderloin Neighborhood Development Corporation 2006 - 2013
Kenneth Leventhal & Company (now merged with E&Y) 1989 - 1994
Spicer & Oppenheim August 1986 - December 1989
Skills
Hedge Funds, Financial Modeling, Asset Managment, Valuation, Investments, Corporate Finance, Financial Analysis, Due Diligence
Education
Golden Gate University 1983 — 1986
BS, Accounting
University of California, Berkeley 1982 — 1983
Undeclared
Farallon Capital Management October 1994 - Present
Tenderloin Neighborhood Development Corporation 2006 - 2013
Kenneth Leventhal & Company (now merged with E&Y) 1989 - 1994
Spicer & Oppenheim August 1986 - December 1989
Skills
Hedge Funds, Financial Modeling, Asset Managment, Valuation, Investments, Corporate Finance, Financial Analysis, Due Diligence
Education
Golden Gate University 1983 — 1986
BS, Accounting
University of California, Berkeley 1982 — 1983
Undeclared
Heidi Muckler's Spicer & Oppenheim Experience 1988 - 1989
Job Owner, HFM Valuation
Industry Accounting
Experience
HFM Valuation March 2002 - Present
Blaustein & Company 1997 - 2002
Cohen & Muckler 1992 - 1993
spicer & oppenheim 1988 - 1989
ADP 1987 - 1988
Education
Hofstra University 1987 — 1989
MBA, Business Administration, Accounting
New York University 1978 — 1982
B.S., Accounting, Business
HFM Valuation March 2002 - Present
Blaustein & Company 1997 - 2002
Cohen & Muckler 1992 - 1993
spicer & oppenheim 1988 - 1989
ADP 1987 - 1988
Education
Hofstra University 1987 — 1989
MBA, Business Administration, Accounting
New York University 1978 — 1982
B.S., Accounting, Business
Alan D. Lasko, CPA, CIRA, CFF's Spicer & Oppenheim Experience July 1978 - September 1990
Job Owner, Alan D.Lasko & Associates, PC
Industry Accounting
Experience
Alan D. Lasko & Associates, P. C. January 1998 - Present
Friedman Eisenstein Raemer & Schwartz, LLP October 1990 - December 1997
Spicer & Oppenheim July 1978 - September 1990
Skills
Bankruptcy, Restructuring, Chapter 11, Litigation Support, Forensic Accounting, Workout, Accounting, Valuation, Creditors' Rights, Debtors, Receiverships, Chapter 7, Liquidation, Reorganization, Due Diligence, Business Valuation, Assignee, Bankruptcy Tax, Expert Witness, Commercial Litigation, Tax, Mergers & Acquisitions, Small Business, Finance, Turn Around Management, Corporate Actions, Income Tax, Trials, Corporate Governance, Trusts, CPA, Financial Advisory, LLC, Cash Flow, Commercial Real Estate, Private Equity, Estate Planning, Corporate Law, Funding, IPO, Tax Law, Financial Structuring, Litigation, Civil Litigation
Education
Bradley University 1973 — 1976
BS Business, Accounting
Alan D. Lasko & Associates, P. C. January 1998 - Present
Friedman Eisenstein Raemer & Schwartz, LLP October 1990 - December 1997
Spicer & Oppenheim July 1978 - September 1990
Skills
Bankruptcy, Restructuring, Chapter 11, Litigation Support, Forensic Accounting, Workout, Accounting, Valuation, Creditors' Rights, Debtors, Receiverships, Chapter 7, Liquidation, Reorganization, Due Diligence, Business Valuation, Assignee, Bankruptcy Tax, Expert Witness, Commercial Litigation, Tax, Mergers & Acquisitions, Small Business, Finance, Turn Around Management, Corporate Actions, Income Tax, Trials, Corporate Governance, Trusts, CPA, Financial Advisory, LLC, Cash Flow, Commercial Real Estate, Private Equity, Estate Planning, Corporate Law, Funding, IPO, Tax Law, Financial Structuring, Litigation, Civil Litigation
Education
Bradley University 1973 — 1976
BS Business, Accounting
Jeanette Kirazian's Spicer & Oppenheim Experience 1990 - 1990
Job Outsourced CFO and Tax Advisor
Industry Financial Services
Experience
Libertas Accounting Services April 2012 - Present
Permanens Capital Advisors L.P. May 2011 - April 2012
Caravel Management LLC June 2009 - May 2011
Steeple Capital January 2008 - June 2009
Banc of America Securities 1996 - 2007
Goldstein Golub Kessler 1990 - 1996
Spicer & Oppenheim 1990 - 1990
Farkouh Furman & Faccio 1987 - 1990
Farkouh Furman & Faccio 1987 - 1990
Skills
Hedge Funds, Alternative Investments, Accounting, CPA, Financial Services, Tax, Private Equity, Mutual Funds, Finance, Asset Management, Due Diligence, Portfolio Management, Equities, Investments, Auditing
Education
Pace University - Lubin School of Business
MS, Taxation
Pace University - Lubin School of Business
BBA, Accounting
Libertas Accounting Services April 2012 - Present
Permanens Capital Advisors L.P. May 2011 - April 2012
Caravel Management LLC June 2009 - May 2011
Steeple Capital January 2008 - June 2009
Banc of America Securities 1996 - 2007
Goldstein Golub Kessler 1990 - 1996
Spicer & Oppenheim 1990 - 1990
Farkouh Furman & Faccio 1987 - 1990
Farkouh Furman & Faccio 1987 - 1990
Skills
Hedge Funds, Alternative Investments, Accounting, CPA, Financial Services, Tax, Private Equity, Mutual Funds, Finance, Asset Management, Due Diligence, Portfolio Management, Equities, Investments, Auditing
Education
Pace University - Lubin School of Business
MS, Taxation
Pace University - Lubin School of Business
BBA, Accounting
E. Sue Klein's Spicer & Oppenheim Experience January 1980 - February 1989
Job Treasurer at Night Sky Holdings LLC
Industry Hospitality
Experience
Night Sky Holdings LLC February 1989 - Present
Spicer & Oppenheim January 1980 - February 1989
Skills
Hospitality Management, Budgets, Customer Service, Food & Beverage, Accounting, Forecasting, Financial Reporting, Hospitality
Education
Colorado State University 1974 — 1978
BS, Accounting
Night Sky Holdings LLC February 1989 - Present
Spicer & Oppenheim January 1980 - February 1989
Skills
Hospitality Management, Budgets, Customer Service, Food & Beverage, Accounting, Forecasting, Financial Reporting, Hospitality
Education
Colorado State University 1974 — 1978
BS, Accounting
Chris Schodowski's Spicer & Oppenheim Experience September 1989 - October 1990
Job Sr. Director of Finance at Leviton Manufacturing Co., Inc.
Industry Electrical/Electronic Manufacturing
Experience
Leviton Manufacturing Co Inc October 2013 - Present
Leviton Manufacturing Co Inc July 1996 - October 2013
Leviton Manufacturing Co Inc 1994 - 1996
Leviton Manufacturing Co Inc May 1992 - December 1994
Grant Thornton LLP October 1990 - May 1992
Spicer & Oppenheim September 1989 - October 1990
Skills
Internal Controls, Logistics, International Business, Accounting, Trade Compliance, C-TPAT, Customs Regulations, Auditing, Internal Audit, Cost Accounting, Import, Export, International Logistics, Import Export, Financial Analysis, International Trade, Customs Brokerage, INCO terms, Manufacturing, Import/Export Operations, Free Trade Agreements, Ocean, 3PL, Logistics Management, Management, NAFTA, Six Sigma, Supply Chain, Supply Chain Management, Process Improvement, Continuous Improvement, Cross-functional Team...
Education
Saint John's University - Peter J. Tobin College of Business 1985 — 1989
Bachelor of Science (BS), Accounting
St. Joseph's Prep - Princeton, NJ 1981 — 1985
Leviton Manufacturing Co Inc October 2013 - Present
Leviton Manufacturing Co Inc July 1996 - October 2013
Leviton Manufacturing Co Inc 1994 - 1996
Leviton Manufacturing Co Inc May 1992 - December 1994
Grant Thornton LLP October 1990 - May 1992
Spicer & Oppenheim September 1989 - October 1990
Skills
Internal Controls, Logistics, International Business, Accounting, Trade Compliance, C-TPAT, Customs Regulations, Auditing, Internal Audit, Cost Accounting, Import, Export, International Logistics, Import Export, Financial Analysis, International Trade, Customs Brokerage, INCO terms, Manufacturing, Import/Export Operations, Free Trade Agreements, Ocean, 3PL, Logistics Management, Management, NAFTA, Six Sigma, Supply Chain, Supply Chain Management, Process Improvement, Continuous Improvement, Cross-functional Team...
Education
Saint John's University - Peter J. Tobin College of Business 1985 — 1989
Bachelor of Science (BS), Accounting
St. Joseph's Prep - Princeton, NJ 1981 — 1985
Kay Noon, CPA's Spicer & Oppenheim Experience August 1987 - October 1989
Job Senior Accounting Manager at EchoStar Corporation
Industry Telecommunications
Experience
EchoStar Corporation March 2010 - Present
Dish Network March 2010 - May 2012
Time Warner Cable September 2007 - June 2009
Time Warner Cable January 1998 - September 2007
Time Warner Cable January 1995 - December 1997
Time Warner Cable April 1992 - December 1994
Ernst & Young October 1989 - April 1992
Spicer & Oppenheim August 1987 - October 1989
Skills
Accounting, Microsoft Excel, Management, Training, Hyperion Enterprise, Financial Reporting, Sarbanes-Oxley Act, PeopleSoft, General Ledger, Variance Analysis, Financial Analysis, SEC filings, Forecasting, Internal Controls, GAAP, Account Reconciliation, Budgets, Access, Process Improvement, Analysis, Executive Management, Mergers & Acquisitions, Finance, Auditing, Accruals, Strategic Financial..., Financial Statements, Sarbanes-Oxley, US GAAP, Revenue Recognition, Fixed Assets, Consolidation, Accounts Receivable, Accounts Payable
Education
University of Colorado Colorado Springs 1983 — 1986
BSBA, Accounting
EchoStar Corporation March 2010 - Present
Dish Network March 2010 - May 2012
Time Warner Cable September 2007 - June 2009
Time Warner Cable January 1998 - September 2007
Time Warner Cable January 1995 - December 1997
Time Warner Cable April 1992 - December 1994
Ernst & Young October 1989 - April 1992
Spicer & Oppenheim August 1987 - October 1989
Skills
Accounting, Microsoft Excel, Management, Training, Hyperion Enterprise, Financial Reporting, Sarbanes-Oxley Act, PeopleSoft, General Ledger, Variance Analysis, Financial Analysis, SEC filings, Forecasting, Internal Controls, GAAP, Account Reconciliation, Budgets, Access, Process Improvement, Analysis, Executive Management, Mergers & Acquisitions, Finance, Auditing, Accruals, Strategic Financial..., Financial Statements, Sarbanes-Oxley, US GAAP, Revenue Recognition, Fixed Assets, Consolidation, Accounts Receivable, Accounts Payable
Education
University of Colorado Colorado Springs 1983 — 1986
BSBA, Accounting
Neil Eisenband's Spicer & Oppenheim Experience August 1980 - October 1987
Job Chief Financial Office at Polaroid Fotobar
Industry Consumer Goods
Experience
Polaroid Fotobar June 2012 - Present
Successories March 2009 - Present
Acuity Management, Inc. June 1989 - Present
Healthy Mothers, Healthy Babies Coalition of Palm Beach County September 2010 - Present
PureBrands, LLC January 2010 - January 2013
Ocwen Financial Corporation October 1987 - June 1989
Spicer & Oppenheim August 1980 - October 1987
Skills
Financial Analysis, Mergers, Forecasting, Executive Management, CPA, Sarbanes-Oxley Act, Accounting, Internal Controls, Financial Reporting, Leadership, Microsoft Excel, GAAP, Strategic Planning, Financial Accounting, Investor Relations, Tax Accounting, Accounts Payable, Team Leadership, Business Planning, Mergers & Acquisitions, Risk Management, Finance, US GAAP, Tax, Corporate Finance, Managerial Finance, Private Equity, Revenue Recognition, Financial Modeling, Due Diligence, Consolidation, Restructuring, Corporate Tax, Cash Management, Cash Flow, Strategic Financial..., Financial Statements, Treasury Management, Financial Audits, Auditing
Education
Pace University - Lubin School of Business 1982 — 1985
Master's degree, Tax Law/Taxation
University at Albany, SUNY 1976 — 1980
Bachelor's degree, Accounting
Polaroid Fotobar June 2012 - Present
Successories March 2009 - Present
Acuity Management, Inc. June 1989 - Present
Healthy Mothers, Healthy Babies Coalition of Palm Beach County September 2010 - Present
PureBrands, LLC January 2010 - January 2013
Ocwen Financial Corporation October 1987 - June 1989
Spicer & Oppenheim August 1980 - October 1987
Skills
Financial Analysis, Mergers, Forecasting, Executive Management, CPA, Sarbanes-Oxley Act, Accounting, Internal Controls, Financial Reporting, Leadership, Microsoft Excel, GAAP, Strategic Planning, Financial Accounting, Investor Relations, Tax Accounting, Accounts Payable, Team Leadership, Business Planning, Mergers & Acquisitions, Risk Management, Finance, US GAAP, Tax, Corporate Finance, Managerial Finance, Private Equity, Revenue Recognition, Financial Modeling, Due Diligence, Consolidation, Restructuring, Corporate Tax, Cash Management, Cash Flow, Strategic Financial..., Financial Statements, Treasury Management, Financial Audits, Auditing
Education
Pace University - Lubin School of Business 1982 — 1985
Master's degree, Tax Law/Taxation
University at Albany, SUNY 1976 — 1980
Bachelor's degree, Accounting
Brian Conn's Spicer & Oppenheim Experience January 1986 - November 1990
Job VP Corporate Controller at Werner Co.
Industry Construction
Experience
Werner Co. April 2013 - Present
Emerson Electric Co. - Knaack June 1999 - April 2013
BDO Seidman LLC 1990 - May 1999
Spicer & Oppenheim January 1986 - November 1990
Lipschultz Bros., Levin & Gray November 1982 - December 1985
Evans, Marshall & Pease 1979 - 1982
Skills
Internal Controls, General Ledger, Budgets, Auditing, Financial Analysis, Accounting, Financial Reporting, Revenue Recognition, Sarbanes-Oxley Act, Consolidation, Strategic Planning, US GAAP, Managerial Finance, Forecasting, Cash Flow, SEC filings, GAAP, CPA
Education
University of Illinois at Urbana-Champaign - College of Business
BS, Accounting
Werner Co. April 2013 - Present
Emerson Electric Co. - Knaack June 1999 - April 2013
BDO Seidman LLC 1990 - May 1999
Spicer & Oppenheim January 1986 - November 1990
Lipschultz Bros., Levin & Gray November 1982 - December 1985
Evans, Marshall & Pease 1979 - 1982
Skills
Internal Controls, General Ledger, Budgets, Auditing, Financial Analysis, Accounting, Financial Reporting, Revenue Recognition, Sarbanes-Oxley Act, Consolidation, Strategic Planning, US GAAP, Managerial Finance, Forecasting, Cash Flow, SEC filings, GAAP, CPA
Education
University of Illinois at Urbana-Champaign - College of Business
BS, Accounting
Forrest A. Daniels, DSc, FACHE's Spicer & Oppenheim Experience 1988 - 1990
Job Progressive healthcare executive
Industry Hospital & Health Care
Experience
Northwestern Memorial Hospital 1993 - 1994
Spicer & Oppenheim 1988 - 1990
Skills
Strategic Planning, Healthcare Management, Compliance, Program Development, Mentoring, Operations, Fundraising, Change Leadership, FQHC Management, Hospital Operations, Non-profit..., Executive Management, Ambulatory Care, Patient Centered Care, Grant Writing, Leadership Development, Quality Management, Customer Service, Team Building
Education
University of Alabama at Birmingham 2009 — 2012
DSc, Health Administration
Indiana University-Northwest 1991 — 1992
MPA, Health Services Administration
Howard University 1984 — 1988
BBA, Accounting
Northwestern Memorial Hospital 1993 - 1994
Spicer & Oppenheim 1988 - 1990
Skills
Strategic Planning, Healthcare Management, Compliance, Program Development, Mentoring, Operations, Fundraising, Change Leadership, FQHC Management, Hospital Operations, Non-profit..., Executive Management, Ambulatory Care, Patient Centered Care, Grant Writing, Leadership Development, Quality Management, Customer Service, Team Building
Education
University of Alabama at Birmingham 2009 — 2012
DSc, Health Administration
Indiana University-Northwest 1991 — 1992
MPA, Health Services Administration
Howard University 1984 — 1988
BBA, Accounting
Joseph Kiely's Spicer & Oppenheim Experience 1979 - 1984
Job President at JMK Financial Services LLC
Industry Financial Services
Experience
JMK Financial Services LLC January 2010 - Present
Varana Capital LLC 2011 - February 2015
Virginia Uranium Inc. May 2007 - December 2012
Cadence Investment Management, LLC November 2003 - June 2008
Monarch Capital Holdings, Ltd. January 2000 - November 2003
Baker Nye Greenblatt, LLC June 1989 - December 1999
Simms Capital Management, Ltd. June 1984 - June 1989
Spicer and Oppenheim, CPA's 1979 - 1984
Spicer & Oppenheim 1979 - 1984
Skills
Hedge Funds, Investment Strategies, Equities, Finance, Start-ups, Fixed Income, Investments, Derivatives, Investment Advisory, Asset Management, Financial Services, Financial Modeling, Auditing, Alternative Investments, Private Equity, Securities
Education
Dowling College 1970 — 1974
BBA, Accounting
JMK Financial Services LLC January 2010 - Present
Varana Capital LLC 2011 - February 2015
Virginia Uranium Inc. May 2007 - December 2012
Cadence Investment Management, LLC November 2003 - June 2008
Monarch Capital Holdings, Ltd. January 2000 - November 2003
Baker Nye Greenblatt, LLC June 1989 - December 1999
Simms Capital Management, Ltd. June 1984 - June 1989
Spicer and Oppenheim, CPA's 1979 - 1984
Spicer & Oppenheim 1979 - 1984
Skills
Hedge Funds, Investment Strategies, Equities, Finance, Start-ups, Fixed Income, Investments, Derivatives, Investment Advisory, Asset Management, Financial Services, Financial Modeling, Auditing, Alternative Investments, Private Equity, Securities
Education
Dowling College 1970 — 1974
BBA, Accounting
Cliff Wexler, CFA's Spicer & Oppenheim Experience 1987 - 1987
Job Managing Regulatory Coordinator Southern Region at Financial Industry Regulatory Authority (FINRA)
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) April 2015 - Present
Financial Industry Regulatory Authority (FINRA) July 2009 - March 2015
UBS Financial Services Inc. July 2006 - April 2009
UBS Chairman's Office July 2001 - June 2006
Bear Stearns April 1993 - July 2001
Fidelity Investments 1988 - 1993
Spicer & Oppenheim 1987 - 1987
Drexel Burnham Lambert 1982 - 1986
Dreyfus 1980 - 1980
Skills
FINRA, Internal Audit, Series 24, Brokerage Operations, Correspondent Clearing, Regulatory Reporting, Investment Advisory, Mutual Funds, Operational Risk, Enterprise Risk..., Series 27, Financial Accounting, Financial Analysis, Financial Audits, Financial Risk, Financial Markets, Managerial Finance, Certified Fraud Examiner, Chartered Financial..., system, CISA, Securities, Risk Management, AML, Auditing, Capital Markets, Due Diligence, Operational Risk..., Internal Controls, Asset Management, Investment Banking, Derivatives, Brokers, Hedge Funds, Series 7, Accounting, Financial Services, Financial Regulation, Fixed Income, Equities, Investment Management, Corporate Governance, KYC, Sarbanes-Oxley Act, Anti Money Laundering
Education
Pace University - Lubin School of Business 1981 — 1984
MBA, Financial Management
Hofstra University 1976 — 1979
BBA, Accounting
Oceanside High School
Financial Industry Regulatory Authority (FINRA) April 2015 - Present
Financial Industry Regulatory Authority (FINRA) July 2009 - March 2015
UBS Financial Services Inc. July 2006 - April 2009
UBS Chairman's Office July 2001 - June 2006
Bear Stearns April 1993 - July 2001
Fidelity Investments 1988 - 1993
Spicer & Oppenheim 1987 - 1987
Drexel Burnham Lambert 1982 - 1986
Dreyfus 1980 - 1980
Skills
FINRA, Internal Audit, Series 24, Brokerage Operations, Correspondent Clearing, Regulatory Reporting, Investment Advisory, Mutual Funds, Operational Risk, Enterprise Risk..., Series 27, Financial Accounting, Financial Analysis, Financial Audits, Financial Risk, Financial Markets, Managerial Finance, Certified Fraud Examiner, Chartered Financial..., system, CISA, Securities, Risk Management, AML, Auditing, Capital Markets, Due Diligence, Operational Risk..., Internal Controls, Asset Management, Investment Banking, Derivatives, Brokers, Hedge Funds, Series 7, Accounting, Financial Services, Financial Regulation, Fixed Income, Equities, Investment Management, Corporate Governance, KYC, Sarbanes-Oxley Act, Anti Money Laundering
Education
Pace University - Lubin School of Business 1981 — 1984
MBA, Financial Management
Hofstra University 1976 — 1979
BBA, Accounting
Oceanside High School
Catherine Atkins's Spicer & Oppenheim Experience June 1985 - December 1989
Job
Industry Accounting
Experience
Atkins & Grainger, PLLC January 2013 - Present
Catherine A. Atkins, P.C. July 1991 - Present
Skills For Living, Inc. October 2007 - March 2010
Spicer & Oppenheim June 1985 - December 1989
Arthur Andersen August 1978 - June 1980
Skills
Nonprofits, Management Consulting, Accounting, Strategic Planning, Non-profits, Forecasting, Due Diligence, Financial Analysis, Investments, QuickBooks, Consulting, Strategic Financial..., Budgets, Entrepreneurship, Analysis, Business Strategy, Leadership, Mergers & Acquisitions, Process Improvement, Corporate Finance
Education
University of Houston, C.T. Bauer College of Business 1976 — 1978
Masters of Science in Accountancy, Tax
Southwestern University 1972 — 1974
Sociology
Atkins & Grainger, PLLC January 2013 - Present
Catherine A. Atkins, P.C. July 1991 - Present
Skills For Living, Inc. October 2007 - March 2010
Spicer & Oppenheim June 1985 - December 1989
Arthur Andersen August 1978 - June 1980
Skills
Nonprofits, Management Consulting, Accounting, Strategic Planning, Non-profits, Forecasting, Due Diligence, Financial Analysis, Investments, QuickBooks, Consulting, Strategic Financial..., Budgets, Entrepreneurship, Analysis, Business Strategy, Leadership, Mergers & Acquisitions, Process Improvement, Corporate Finance
Education
University of Houston, C.T. Bauer College of Business 1976 — 1978
Masters of Science in Accountancy, Tax
Southwestern University 1972 — 1974
Sociology
Alan Solursh's Spicer & Oppenheim Experience June 1989 - June 1990
Job Managing Director at JP Morgan
Industry Financial Services
Experience
J.P. Morgan August 1993 - Present
Bear Stearns August 1993 - May 2008
Breslauer, Jacobson, Rutman & Chapman July 1990 - July 1993
Spicer & Oppenheim June 1989 - June 1990
Skills
Series 7, Securities, Asset Managment, Wealth Management, Equities, Investments, Portfolio Management, Financial Modeling, Behavioral Finance, University Teaching, Retirement, Asset Management, Wealth Management..., Alternative Investments, Asset Allocation, Fixed Income, High Net Worth..., Start-ups, Venture Capital, Hedge Funds, Restructuring, Financial Analysis, Private Equity, Corporate Finance
Education
New York University - Leonard N. Stern School of Business 1989 — 1990
MBA, Accounting
University of California, San Diego 1985 — 1989
BA, Quantitative Economics & Decision Science
J.P. Morgan August 1993 - Present
Bear Stearns August 1993 - May 2008
Breslauer, Jacobson, Rutman & Chapman July 1990 - July 1993
Spicer & Oppenheim June 1989 - June 1990
Skills
Series 7, Securities, Asset Managment, Wealth Management, Equities, Investments, Portfolio Management, Financial Modeling, Behavioral Finance, University Teaching, Retirement, Asset Management, Wealth Management..., Alternative Investments, Asset Allocation, Fixed Income, High Net Worth..., Start-ups, Venture Capital, Hedge Funds, Restructuring, Financial Analysis, Private Equity, Corporate Finance
Education
New York University - Leonard N. Stern School of Business 1989 — 1990
MBA, Accounting
University of California, San Diego 1985 — 1989
BA, Quantitative Economics & Decision Science
Colleen Buckley, CPA, CFE's Spicer & Oppenheim Experience January 1985 - December 1985
Job Partner at Shepard Schwartz & Harris LLP
Industry Accounting
Experience
Shepard Schwartz & Harris LLP 1979 - Present
Spicer & Oppenheim January 1985 - December 1985
Skills
CPA, Internal Controls, Income Tax, GAAP, Auditing, Financial Reporting, Financial Analysis, Independence & Ethics, Not for Profit, Certified Public..., Certified Fraud Examiner, Tax, Financial Statements, Forensic Accounting, Corporate Tax, Tax Accounting, Tax Preparation
Education
Northern Illinois University 1975 — 1979
BS, Accountancy
Senn
Shepard Schwartz & Harris LLP 1979 - Present
Spicer & Oppenheim January 1985 - December 1985
Skills
CPA, Internal Controls, Income Tax, GAAP, Auditing, Financial Reporting, Financial Analysis, Independence & Ethics, Not for Profit, Certified Public..., Certified Fraud Examiner, Tax, Financial Statements, Forensic Accounting, Corporate Tax, Tax Accounting, Tax Preparation
Education
Northern Illinois University 1975 — 1979
BS, Accountancy
Senn
israel press's Spicer & Oppenheim Experience November 1987 - December 1990
Job President at Specialized Capital Inc.
Industry Accounting
Experience
Specialized Capital Inc. August 2006 - Present
Grant Thornton LLP December 1990 - August 2006
Spicer & Oppenheim November 1987 - December 1990
Skills
Tax Preparation, Sales Tax, Income Tax, Bookkeeping, Tax, Tax Compliance, Corporate Tax, Auditing, Partnership Taxation, Due Diligence, Financial Reporting, Financial Accounting, International Tax, Accounting, Accounts Payable, Estate Planning, Forensic Accounting, Budgets, Business Valuation, Investments, Accounts Receivable, CPA, Tax Accounting, Strategic Financial..., Tax Research, SEC filings, QuickBooks, Mergers, Valuation, Private Equity, Financial Analysis, Corporate Finance, Internal Controls, US GAAP, Tax Law, Cash Flow, Risk Management, Financial Modeling, Restructuring, Finance, Venture Capital, Financial Structuring, Alternative Investments, Management Consulting, Managerial Finance, Asset Managment, IPO, Business Planning, Hedge Funds, Divestitures
Education
City University of New York-Baruch College 1962 — 1972
MBA Tax BBA Accounting, Accounting & Taxation
none
Specialized Capital Inc. August 2006 - Present
Grant Thornton LLP December 1990 - August 2006
Spicer & Oppenheim November 1987 - December 1990
Skills
Tax Preparation, Sales Tax, Income Tax, Bookkeeping, Tax, Tax Compliance, Corporate Tax, Auditing, Partnership Taxation, Due Diligence, Financial Reporting, Financial Accounting, International Tax, Accounting, Accounts Payable, Estate Planning, Forensic Accounting, Budgets, Business Valuation, Investments, Accounts Receivable, CPA, Tax Accounting, Strategic Financial..., Tax Research, SEC filings, QuickBooks, Mergers, Valuation, Private Equity, Financial Analysis, Corporate Finance, Internal Controls, US GAAP, Tax Law, Cash Flow, Risk Management, Financial Modeling, Restructuring, Finance, Venture Capital, Financial Structuring, Alternative Investments, Management Consulting, Managerial Finance, Asset Managment, IPO, Business Planning, Hedge Funds, Divestitures
Education
City University of New York-Baruch College 1962 — 1972
MBA Tax BBA Accounting, Accounting & Taxation
none
Charles Ricottone's Spicer & Oppenheim Experience 1987 - 1995
Job Director at BNP Paribas
Industry Banking
Experience
Ricfarm Consulting January 2013 - Present
BNP Paribas 2008 - 2012
Banc of America Prime Brokerage 2000 - 2008
spicer & oppenheim 1987 - 1995
Skills
Hedge Funds, Finance, Derivatives, Valuation, Portfolio Management, Corporate Finance, Risk Management, Equity Derivatives, Bloomberg, Bonds, Credit Risk, Credit Derivatives, Electronic Trading, Back Office, Wealth Management, Structured Products, Swaps, Investor Relations, Options, Trading, Financial Markets, Banking, Mergers
Education
Baruch College, City University of New York (CUNY) 1973 — 1980
BBA, Accounting
Ricfarm Consulting January 2013 - Present
BNP Paribas 2008 - 2012
Banc of America Prime Brokerage 2000 - 2008
spicer & oppenheim 1987 - 1995
Skills
Hedge Funds, Finance, Derivatives, Valuation, Portfolio Management, Corporate Finance, Risk Management, Equity Derivatives, Bloomberg, Bonds, Credit Risk, Credit Derivatives, Electronic Trading, Back Office, Wealth Management, Structured Products, Swaps, Investor Relations, Options, Trading, Financial Markets, Banking, Mergers
Education
Baruch College, City University of New York (CUNY) 1973 — 1980
BBA, Accounting
Matt Luttinger's Spicer & Oppenheim Experience 1984 - 1990
Job Partner at Grant Thornton
Industry Accounting
Experience
Grant Thornton December 1990 - Present
Spicer & oppenheim 1984 - 1990
Skills
Tax, Corporate Finance, Due Diligence, Financial Analysis, CPA, Internal Audit, Tax Accounting, Financial Reporting, Financial Accounting, Internal Controls, External Audit, US GAAP, Assurance, Corporate Tax, IFRS, Hedge Funds, Valuation, SEC filings, Mergers & Acquisitions, Financial Modeling, Accounting, Auditing, Business Valuation, Enterprise Risk..., Finance, GAAP, Investments, Private Equity, Sarbanes-Oxley Act, SEC Filings
Education
Bentley University 1971 — 1975
bs, accounting
Grant Thornton December 1990 - Present
Spicer & oppenheim 1984 - 1990
Skills
Tax, Corporate Finance, Due Diligence, Financial Analysis, CPA, Internal Audit, Tax Accounting, Financial Reporting, Financial Accounting, Internal Controls, External Audit, US GAAP, Assurance, Corporate Tax, IFRS, Hedge Funds, Valuation, SEC filings, Mergers & Acquisitions, Financial Modeling, Accounting, Auditing, Business Valuation, Enterprise Risk..., Finance, GAAP, Investments, Private Equity, Sarbanes-Oxley Act, SEC Filings
Education
Bentley University 1971 — 1975
bs, accounting
Mary Rose Bosko's Spicer & Oppenheim Experience 1986 - 1988
Job Asst Vice President at Zurich
Industry Accounting
Experience
Zurich Insurance July 2004 - Present
Insurance Services Office July 1995 - November 2001
Home Insurance Company January 1993 - July 1995
Spicer & Oppenheim 1986 - 1988
Skills
Insurance, Enterprise Risk..., SEC filings, Pensions, Financial Accounting, Forecasting, Budgets, Reinsurance, Retirement, Financial Reporting, Financial Analysis, Change Management, Financial Risk, Sarbanes-Oxley Act, IFRS, Managerial Finance, Strategic Financial..., Mergers & Acquisitions, Risk Management, Auditing, GAAP, Sarbanes-Oxley, Life Insurance, Financial Modeling, Internal Controls, Finance, US GAAP
Education
New York University - Leonard N. Stern School of Business 1984 — 1986
B.S., Accounting
Fairfield University 1982 — 1984
Zurich Insurance July 2004 - Present
Insurance Services Office July 1995 - November 2001
Home Insurance Company January 1993 - July 1995
Spicer & Oppenheim 1986 - 1988
Skills
Insurance, Enterprise Risk..., SEC filings, Pensions, Financial Accounting, Forecasting, Budgets, Reinsurance, Retirement, Financial Reporting, Financial Analysis, Change Management, Financial Risk, Sarbanes-Oxley Act, IFRS, Managerial Finance, Strategic Financial..., Mergers & Acquisitions, Risk Management, Auditing, GAAP, Sarbanes-Oxley, Life Insurance, Financial Modeling, Internal Controls, Finance, US GAAP
Education
New York University - Leonard N. Stern School of Business 1984 — 1986
B.S., Accounting
Fairfield University 1982 — 1984
Frederick Gerkens, Esq.'s Spicer & Oppenheim Experience September 1980 - June 1982
Job Law Office of Frederick W. Gerkens, Esq.
Industry Law Practice
Experience
Law Office of Frederick W. Gerkens, Esq. January 2011 - Present
John Jay College of Criminal Justice (CUNY) January 2012 - Present
Glancy Binkow & Goldberg LLP June 2007 - 2010
Lovell Stewart Halebian LLP March 2003 - May 2007
Wechsler Harwood Halebian & Feffer LLP (n/k/a Harwood Feffer LLP) June 1997 - March 2003
Law Offices of Marc L. Ames; Fischbach Hertan & Ives 1996 - 1997
United States Securities and Exchange Commission February 1995 - August 1995
PaineWebber Inc. (n/k/a UBS Financial Services, Inc.) July 1985 - June 1992
Coopers & Lybrand (n/k/a PricewaterhouseCoopers LLP) July 1982 - May 1985
Spicer & Oppenheim September 1980 - June 1982
Skills
ACL (audit command..., Litigation, Legal Writing, Commercial Litigation, Appeals, Courts, Mediation, Employment Law, Securities Regulation, Class Actions, Securities, Competition Law, Management
Education
Fordham University School of Law 1995 — 1997
LL.M., Corporate, Banking & Finance Law
New York Law School 1992 — 1995
J.D.
Fordham University
Advanced Professional Certificate, Tax
Baruch College, City University of New York (CUNY)
Post-Masters Certificate, Tax
Temple University
M.B.A., Accounting & Finance
Temple University
B.A., Psychology
Harriton High (Lower Merion) School
High School Diploma
Law Office of Frederick W. Gerkens, Esq. January 2011 - Present
John Jay College of Criminal Justice (CUNY) January 2012 - Present
Glancy Binkow & Goldberg LLP June 2007 - 2010
Lovell Stewart Halebian LLP March 2003 - May 2007
Wechsler Harwood Halebian & Feffer LLP (n/k/a Harwood Feffer LLP) June 1997 - March 2003
Law Offices of Marc L. Ames; Fischbach Hertan & Ives 1996 - 1997
United States Securities and Exchange Commission February 1995 - August 1995
PaineWebber Inc. (n/k/a UBS Financial Services, Inc.) July 1985 - June 1992
Coopers & Lybrand (n/k/a PricewaterhouseCoopers LLP) July 1982 - May 1985
Spicer & Oppenheim September 1980 - June 1982
Skills
ACL (audit command..., Litigation, Legal Writing, Commercial Litigation, Appeals, Courts, Mediation, Employment Law, Securities Regulation, Class Actions, Securities, Competition Law, Management
Education
Fordham University School of Law 1995 — 1997
LL.M., Corporate, Banking & Finance Law
New York Law School 1992 — 1995
J.D.
Fordham University
Advanced Professional Certificate, Tax
Baruch College, City University of New York (CUNY)
Post-Masters Certificate, Tax
Temple University
M.B.A., Accounting & Finance
Temple University
B.A., Psychology
Harriton High (Lower Merion) School
High School Diploma
Ann Cotaj's Spicer & Oppenheim Experience August 1986 - May 1988
Job Controller at Weeden & Co.
Industry Financial Services
Experience
Weeden & Co. July 1988 - Present
Spicer & Oppenheim August 1986 - May 1988
Skills
Financial Reporting, Accounting, Reconciliation, Financial Modeling, Currency, Due Diligence, Equities, Forecasting, Valuation, Asset, Payments, P&L, FX, Options
Education
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1986
BS, Accounting
Weeden & Co. July 1988 - Present
Spicer & Oppenheim August 1986 - May 1988
Skills
Financial Reporting, Accounting, Reconciliation, Financial Modeling, Currency, Due Diligence, Equities, Forecasting, Valuation, Asset, Payments, P&L, FX, Options
Education
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1986
BS, Accounting
Marc Bratman's Spicer & Oppenheim Experience 1982 - 1990
Job CPA at Marc Bratman, CPA
Industry Accounting
Experience
Marc Bratman, CPA 2001 - Present
Deloitte 1990 - 2001
Spicer & Oppenheim 1982 - 1990
Skills
Tax Preparation
Education
UCLA School of Law 1970 — 1973
CSUN 1966 — 1970
Bachelor of Science (BS), Accounting
Marc Bratman, CPA 2001 - Present
Deloitte 1990 - 2001
Spicer & Oppenheim 1982 - 1990
Skills
Tax Preparation
Education
UCLA School of Law 1970 — 1973
CSUN 1966 — 1970
Bachelor of Science (BS), Accounting