Spicer and Oppenheim
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Spicer and Oppenheim Employees
Employee
Years
Job
Industry
Dinyar Mistry Dinyar Mistry's Spicer and Oppenheim Experience 1986 - 1990
Job Vice President and Controller at PG&E Corporation
Industry Utilities
Experience
Pacific Gas and Electric Company 2011 - Present
PG&E Corporation 2010 - Present
PG&E Corporation 2009 - 2010
Pacific Gas and Electric Company 2005 - 2008
Pacific Gas and Electric Company 2000 - 2005
Pacific Gas and Electric Company 1994 - 1999
KPMG US 1990 - 1994
Spicer and Oppenheim 1986 - 1990
Skills
Accounting, Finance, Regulatory Analysis, Risk Management, Financial Reporting, Strategic Planning, Process Improvement
Education
Golden Gate University
Master of Science (MS), Taxation
SEC institute
SEC institute
SEC institute
Sydenham College, Bombay University
Bachelor of Commerce (B.Com.)
Texas Christian University - M.J. Neeley School of Business
Master of Business Administration (MBA)
Pacific Gas and Electric Company 2011 - Present
PG&E Corporation 2010 - Present
PG&E Corporation 2009 - 2010
Pacific Gas and Electric Company 2005 - 2008
Pacific Gas and Electric Company 2000 - 2005
Pacific Gas and Electric Company 1994 - 1999
KPMG US 1990 - 1994
Spicer and Oppenheim 1986 - 1990
Skills
Accounting, Finance, Regulatory Analysis, Risk Management, Financial Reporting, Strategic Planning, Process Improvement
Education
Golden Gate University
Master of Science (MS), Taxation
SEC institute
SEC institute
SEC institute
Sydenham College, Bombay University
Bachelor of Commerce (B.Com.)
Texas Christian University - M.J. Neeley School of Business
Master of Business Administration (MBA)
Phyllis Fisher CPA Phyllis Fisher CPA's Spicer and Oppenheim Experience 1980 - 1982
Job Controller at Aviary Capital Enterprises Inc. and The Henry and Marilyn Taub Foundation
Industry Financial Services
Experience
Aviary Capital Enterprises Inc. and The Henry and Marilyn Taub Foundation January 1998 - Present
Spicer and Oppenheim 1980 - 1982
Skills
Accounting, Financial Reporting, Financial Analysis, Internal Controls, GAAP, Tax, Auditing, US GAAP, Financial Accounting, Microsoft Excel, QuickBooks, Strategic Planning, CPA, Due Diligence, Financial Planning, Forecasting, Cash Management
Education
City University of New York-Brooklyn College
Bachelor of Science in Accounting
Aviary Capital Enterprises Inc. and The Henry and Marilyn Taub Foundation January 1998 - Present
Spicer and Oppenheim 1980 - 1982
Skills
Accounting, Financial Reporting, Financial Analysis, Internal Controls, GAAP, Tax, Auditing, US GAAP, Financial Accounting, Microsoft Excel, QuickBooks, Strategic Planning, CPA, Due Diligence, Financial Planning, Forecasting, Cash Management
Education
City University of New York-Brooklyn College
Bachelor of Science in Accounting
Angela Hoffmann's Spicer and Oppenheim Experience September 1988 - September 1990
Job Accounting Professional
Industry Accounting
Experience
AJ Capital Partners January 2014 - Present
CBRE May 2010 - October 2013
The Prime Group, Inc. September 1990 - May 2010
Spicer and Oppenheim September 1988 - September 1990
Skills
General Ledger, Accounting, Variance Analysis, Financial Statements, Accounts Payable
Education
University of Illinois at Urbana-Champaign 1984 — 1988
Bachelor of Science (BS)
AJ Capital Partners January 2014 - Present
CBRE May 2010 - October 2013
The Prime Group, Inc. September 1990 - May 2010
Spicer and Oppenheim September 1988 - September 1990
Skills
General Ledger, Accounting, Variance Analysis, Financial Statements, Accounts Payable
Education
University of Illinois at Urbana-Champaign 1984 — 1988
Bachelor of Science (BS)
Peter C Orlandi Peter C Orlandi's Spicer and Oppenheim Experience July 1984 - September 1986
Job Controller/CFO
Industry Banking
Experience
Peter C Orlandi, CPA November 2011 - Present
CITIGROUP January 1996 - October 2011
ING Barings April 1993 - January 1996
The Chase Manhattan Bank March 1988 - March 1993
Shearson Lehman Brothers September 1986 - March 1988
SPICER AND OPPENHEIM July 1984 - September 1986
AFRIMET INDUSSA September 1982 - July 1984
PRICEWATERHOUSE COOPERS/PANNELL KERR FORSTER October 1977 - August 1982
Skills
Derivatives, Controller, Financial Accounting, CPA, SOX, FX, Audit, Swaps, Operations, FX Options, Sarbanes-Oxley Act, Auditing, Financial Reporting, Capital Markets, Finance, Cash Flow, Valuation, Treasury, Internal Controls, Forecasting, Trading, Internal Audit, Securities, Investments, Tax, SEC filings, Mergers, Financial Modeling, Financial Analysis, Account Reconciliation, Accounting, GAAP, Mergers & Acquisitions, Financial Risk, Due Diligence, Risk Management, Cash Flow Forecasting, Cash Management, Sarbanes-Oxley, Analysis, Financial Services, Corporate Finance, Treasury Management, Financial Statements, Hedging, Restructuring, Strategic Financial..., Private Equity, Hedge Funds
Education
Pace University
MS, Taxation
Pace University-Pleasantville/Briarcliff Campus
BBA, Accounting
NRHS
Peter C Orlandi, CPA November 2011 - Present
CITIGROUP January 1996 - October 2011
ING Barings April 1993 - January 1996
The Chase Manhattan Bank March 1988 - March 1993
Shearson Lehman Brothers September 1986 - March 1988
SPICER AND OPPENHEIM July 1984 - September 1986
AFRIMET INDUSSA September 1982 - July 1984
PRICEWATERHOUSE COOPERS/PANNELL KERR FORSTER October 1977 - August 1982
Skills
Derivatives, Controller, Financial Accounting, CPA, SOX, FX, Audit, Swaps, Operations, FX Options, Sarbanes-Oxley Act, Auditing, Financial Reporting, Capital Markets, Finance, Cash Flow, Valuation, Treasury, Internal Controls, Forecasting, Trading, Internal Audit, Securities, Investments, Tax, SEC filings, Mergers, Financial Modeling, Financial Analysis, Account Reconciliation, Accounting, GAAP, Mergers & Acquisitions, Financial Risk, Due Diligence, Risk Management, Cash Flow Forecasting, Cash Management, Sarbanes-Oxley, Analysis, Financial Services, Corporate Finance, Treasury Management, Financial Statements, Hedging, Restructuring, Strategic Financial..., Private Equity, Hedge Funds
Education
Pace University
MS, Taxation
Pace University-Pleasantville/Briarcliff Campus
BBA, Accounting
NRHS
Glenn Schwartz Glenn Schwartz's Spicer and Oppenheim Experience May 1974 - August 1978
Job Certified Public Accountant and Consultant
Industry Financial Services
Experience
Wealth Management Partners January 2008 - Present
PRISM Global Advisors LLC December 2003 - December 2007
Glenn P Schwartz CPA December 1995 - March 2003
Citadel LLC December 1991 - August 1995
PwC December 1988 - December 1991
RFG Company August 1984 - December 1988
PwC August 1978 - August 1984
Spicer and Oppenheim May 1974 - August 1978
Skills
Hedge Funds, Investment Management, Portfolio Management, Investments, Securities, Equities, Financial Accounting, Trading, Family Office, Proprietary Trading, Fixed Income, Mutual Funds, Accounting, Alternative Investments, Finance, Derivatives, Financial Services
Education
University of Illinois at Chicago
Bachelor of Science (B.S.), Accounting
Wealth Management Partners January 2008 - Present
PRISM Global Advisors LLC December 2003 - December 2007
Glenn P Schwartz CPA December 1995 - March 2003
Citadel LLC December 1991 - August 1995
PwC December 1988 - December 1991
RFG Company August 1984 - December 1988
PwC August 1978 - August 1984
Spicer and Oppenheim May 1974 - August 1978
Skills
Hedge Funds, Investment Management, Portfolio Management, Investments, Securities, Equities, Financial Accounting, Trading, Family Office, Proprietary Trading, Fixed Income, Mutual Funds, Accounting, Alternative Investments, Finance, Derivatives, Financial Services
Education
University of Illinois at Chicago
Bachelor of Science (B.S.), Accounting
Lisa Toback, CPA Lisa Toback, CPA's Spicer and Oppenheim Experience 1986 - 1989
Job Senior Level Accounting and Financial Services Professional Specializing in Nonprofit Organizations
Industry Accounting
Experience
Kiwi Partners Inc. 2008 - Present
Self-Employed 1999 - 2007
Ernst & Young 1989 - 1999
Spicer and Oppenheim 1986 - 1989
Home Life Insurance 1985 - 1986
Drescher, Dorkin, Kaplan and Company 1983 - 1985
Skills
Process Engineering, Project Implementation, Financial Systems..., Not-for-Profit..., Accounting Systems, Operational Streamlining, Accounting System, Financial Reporting, Management, Internal Controls, Strategy, Process Improvement, Accounting, Analysis, Accounting Research, Finance, GAAP, CPA, Financial Statements
Education
SUNY Albany 1979 — 1983
B.S., Accounting
Kiwi Partners Inc. 2008 - Present
Self-Employed 1999 - 2007
Ernst & Young 1989 - 1999
Spicer and Oppenheim 1986 - 1989
Home Life Insurance 1985 - 1986
Drescher, Dorkin, Kaplan and Company 1983 - 1985
Skills
Process Engineering, Project Implementation, Financial Systems..., Not-for-Profit..., Accounting Systems, Operational Streamlining, Accounting System, Financial Reporting, Management, Internal Controls, Strategy, Process Improvement, Accounting, Analysis, Accounting Research, Finance, GAAP, CPA, Financial Statements
Education
SUNY Albany 1979 — 1983
B.S., Accounting
Jay Borow's Spicer and Oppenheim Experience June 1973 - October 1990
Job Managing Director at Berkeley Research Group LLC
Industry Financial Services
Experience
Berkeley Research Group LLC June 2015 - Present
Capstone Advisory Group LLC January 2004 - Present
FTI Consulting September 1999 - January 2004
Kahn Consulting, Inc. September 1992 - September 1999
Arthur Andersen October 1990 - October 1992
Spicer and Oppenheim June 1973 - October 1990
Skills
Restructuring, Private Equity, Leveraged Finance, Debt Restructuring, Due Diligence, Special Situations, Mergers & Acquisitions, Bankruptcy, Corporate Finance, Financial Structuring, Business Valuation, LBO, Turn Around Management, Investment Banking, High Yield, Capital Markets, Corporate Development, Forensic Accounting, Litigation, Corporate Governance, Financial Modeling, Cross-border..., Alternative Investments, Valuation, Divestitures, Workout, Acquisition Integration
Education
Pace University
Brooklyn College
Bachelor of Science (BS), Accounting
James Madison High School 1965 — 1969
marine park junior high school
Berkeley Research Group LLC June 2015 - Present
Capstone Advisory Group LLC January 2004 - Present
FTI Consulting September 1999 - January 2004
Kahn Consulting, Inc. September 1992 - September 1999
Arthur Andersen October 1990 - October 1992
Spicer and Oppenheim June 1973 - October 1990
Skills
Restructuring, Private Equity, Leveraged Finance, Debt Restructuring, Due Diligence, Special Situations, Mergers & Acquisitions, Bankruptcy, Corporate Finance, Financial Structuring, Business Valuation, LBO, Turn Around Management, Investment Banking, High Yield, Capital Markets, Corporate Development, Forensic Accounting, Litigation, Corporate Governance, Financial Modeling, Cross-border..., Alternative Investments, Valuation, Divestitures, Workout, Acquisition Integration
Education
Pace University
Brooklyn College
Bachelor of Science (BS), Accounting
James Madison High School 1965 — 1969
marine park junior high school
Michael Coltharp, CPA, MBA's Spicer and Oppenheim Experience 1987 - 1989
Job CFO at Home Loan & Investment Company; CFO at Home Loan State Bank
Industry Accounting
Experience
Colorado Mesa University August 2013 - Present
The Home Loan and Investment Company and Home Loan State Bank June 2011 - Present
Mortgage Solutions of Colorado October 2009 - November 2010
Thornburg Mortgage November 2007 - October 2009
Centennial Bank Holdings, Inc. January 2005 - November 2007
Self-employed October 2003 - January 2005
StorNet, Inc. January 2001 - December 2003
BDO Seidman 1998 - 2001
Clifton Gunderson, LLC 1990 - 1998
Spicer and Oppenheim 1987 - 1989
Skills
Mergers, 10Q, SOX, Management Consulting, Profit & Loss Management, Bankruptcy, Policy/Procedure..., SEC reporting, IPO, Cash Management, Financial Reporting, Forecasting, Cost Analysis, 10K, GAAP, Restructuring, Internal Controls, Financial Analysis, Technical Accounting, Sarbanes-Oxley Act, SEC filings, Strategic Financial..., Auditing, Budgets, Analysis, Strategy, Mergers & Acquisitions, Financial Planning, Accounting, Finance, Management, Strategic Planning, Due Diligence, Risk Management, Process Improvement
Education
University of Colorado Denver 2001 — 2004
MS, Finance
University of Colorado Boulder - Leeds School of Business 2001 — 2003
MBA, MBA
University of Colorado at Colorado Springs 1982 — 1987
Bachelor of Science, Accounting/Finance
Colorado Mesa University August 2013 - Present
The Home Loan and Investment Company and Home Loan State Bank June 2011 - Present
Mortgage Solutions of Colorado October 2009 - November 2010
Thornburg Mortgage November 2007 - October 2009
Centennial Bank Holdings, Inc. January 2005 - November 2007
Self-employed October 2003 - January 2005
StorNet, Inc. January 2001 - December 2003
BDO Seidman 1998 - 2001
Clifton Gunderson, LLC 1990 - 1998
Spicer and Oppenheim 1987 - 1989
Skills
Mergers, 10Q, SOX, Management Consulting, Profit & Loss Management, Bankruptcy, Policy/Procedure..., SEC reporting, IPO, Cash Management, Financial Reporting, Forecasting, Cost Analysis, 10K, GAAP, Restructuring, Internal Controls, Financial Analysis, Technical Accounting, Sarbanes-Oxley Act, SEC filings, Strategic Financial..., Auditing, Budgets, Analysis, Strategy, Mergers & Acquisitions, Financial Planning, Accounting, Finance, Management, Strategic Planning, Due Diligence, Risk Management, Process Improvement
Education
University of Colorado Denver 2001 — 2004
MS, Finance
University of Colorado Boulder - Leeds School of Business 2001 — 2003
MBA, MBA
University of Colorado at Colorado Springs 1982 — 1987
Bachelor of Science, Accounting/Finance
Mark Hampshire's Spicer and Oppenheim Experience September 1987 - February 1989
Job CAA Project Manager at Chrysler LLC
Industry Automotive
Experience
Chrysler June 2005 - Present
Porsche Engineering Services June 2000 - June 2005
SDRC January 1999 - June 2000
Perkins Technology October 1990 - November 1998
Whitely Electronics February 1989 - October 1989
Spicer and Oppenheim September 1987 - February 1989
Wheelers Chartered Accountants October 1983 - September 1987
Skills
Project Management, Catia, Teamcenter, CAE, Automotive, Unigraphics, Engineering, PDM, CAD, Solid Modeling, Product Lifecycle..., Accounting, NXOpen, Software Development
Education
Loughborough University 1989 — 1990
M.Sc.
Leeds Beckett University 1979 — 1981
B.Sc.
Chrysler June 2005 - Present
Porsche Engineering Services June 2000 - June 2005
SDRC January 1999 - June 2000
Perkins Technology October 1990 - November 1998
Whitely Electronics February 1989 - October 1989
Spicer and Oppenheim September 1987 - February 1989
Wheelers Chartered Accountants October 1983 - September 1987
Skills
Project Management, Catia, Teamcenter, CAE, Automotive, Unigraphics, Engineering, PDM, CAD, Solid Modeling, Product Lifecycle..., Accounting, NXOpen, Software Development
Education
Loughborough University 1989 — 1990
M.Sc.
Leeds Beckett University 1979 — 1981
B.Sc.
Mindy Sheldon's Spicer and Oppenheim Experience June 1984 - October 1987
Job Senior Manager Income Tax at Capsugel
Industry Telecommunications
Experience
Tink's Magical Vacations October 2012 - Present
Capsugel April 2012 - Present
Avaya October 2000 - December 2011
CIT June 1990 - October 2000
Deloitte January 1987 - May 1990
Spicer and Oppenheim June 1984 - October 1987
Martin Ginsberg and associates 1981 - 1984
Skills
Auditing, Hyperion Enterprise, Tax Accounting, Accounting, Tax, Income Tax, SEC filings, Corporate Tax, SAP, Financial Reporting, Business Analysis, Due Diligence, Sarbanes-Oxley Act, Transfer Pricing, Process Improvement
Education
Seton Hall University 1990 — 1994
MS, Taxation
Pace University 1982 — 1984
BBA, Public Accounting
Tink's Magical Vacations October 2012 - Present
Capsugel April 2012 - Present
Avaya October 2000 - December 2011
CIT June 1990 - October 2000
Deloitte January 1987 - May 1990
Spicer and Oppenheim June 1984 - October 1987
Martin Ginsberg and associates 1981 - 1984
Skills
Auditing, Hyperion Enterprise, Tax Accounting, Accounting, Tax, Income Tax, SEC filings, Corporate Tax, SAP, Financial Reporting, Business Analysis, Due Diligence, Sarbanes-Oxley Act, Transfer Pricing, Process Improvement
Education
Seton Hall University 1990 — 1994
MS, Taxation
Pace University 1982 — 1984
BBA, Public Accounting
Bruce Wirgler, CPA's Spicer and Oppenheim Experience 1983 - 1990
Job Owner, CW Financial Services
Industry Accounting
Experience
CW Financial Services Senior ManagerPwC1998 - 2002
Spicer and Oppenheim 1983 - 1990
Skills
Income Tax, Tax, International Tax, Tax Research, Accounting, CPA, Tax Advisory
Education
Golden Gate University
Master of Science, Taxation
California State University-Hayward 1978 — 1981
Business Administration, Accounting
CW Financial Services Senior ManagerPwC1998 - 2002
Spicer and Oppenheim 1983 - 1990
Skills
Income Tax, Tax, International Tax, Tax Research, Accounting, CPA, Tax Advisory
Education
Golden Gate University
Master of Science, Taxation
California State University-Hayward 1978 — 1981
Business Administration, Accounting
Nathan Gorin's Spicer and Oppenheim Experience 1981 - 1988
Job Chief Financial Officer at Asset Alliance
Industry Financial Services
Experience
Asset Alliance / Hedge Harbor 2010 - Present
Nomura Securities 2004 - 2009
Cantor Fitzgerald 2002 - 2004
Safra National Bank 2000 - 2002
Citigroup – Salomon Smith Barney 1995 - 2000
James Capel (HSBC) / Barings Securities 1989 - 1995
Spicer and Oppenheim 1981 - 1988
Skills
Hedge Funds, Private Equity, FINRA, Alternative Investments, Equities, Mergers & Acquisitions, Investments, Financial Services, Fixed Income, Investment Management, Asset Management, Investor Relations, Capital Markets, Financial Reporting, Derivatives, Finance, Mutual Funds
Education
Baruch College, City University of New York (CUNY)
BBA, Accounting
Pace University - Lubin School of Business
MS, Taxation
Asset Alliance / Hedge Harbor 2010 - Present
Nomura Securities 2004 - 2009
Cantor Fitzgerald 2002 - 2004
Safra National Bank 2000 - 2002
Citigroup – Salomon Smith Barney 1995 - 2000
James Capel (HSBC) / Barings Securities 1989 - 1995
Spicer and Oppenheim 1981 - 1988
Skills
Hedge Funds, Private Equity, FINRA, Alternative Investments, Equities, Mergers & Acquisitions, Investments, Financial Services, Fixed Income, Investment Management, Asset Management, Investor Relations, Capital Markets, Financial Reporting, Derivatives, Finance, Mutual Funds
Education
Baruch College, City University of New York (CUNY)
BBA, Accounting
Pace University - Lubin School of Business
MS, Taxation
Dave Jandak's Spicer and Oppenheim Experience January 1984 - July 1989
Job VP of Finance at FirstService Residential
Industry Real Estate
Experience
Wolin-Levin, Inc. July 1989 - Present
Spicer and Oppenheim January 1984 - July 1989
Skills
Property Management, Accounts Payable, Financial Reporting, General Ledger, Accounting, Real Estate, Accounts Receivable, Budgets, Financial Analysis, Financial Accounting, Financial Statements, Due Diligence, Cash Flow, Payroll, Contract Negotiation, Auditing, GAAP
Education
DePaul University 1979 — 1983
Bachelor of Science (BS), Accounting
Wolin-Levin, Inc. July 1989 - Present
Spicer and Oppenheim January 1984 - July 1989
Skills
Property Management, Accounts Payable, Financial Reporting, General Ledger, Accounting, Real Estate, Accounts Receivable, Budgets, Financial Analysis, Financial Accounting, Financial Statements, Due Diligence, Cash Flow, Payroll, Contract Negotiation, Auditing, GAAP
Education
DePaul University 1979 — 1983
Bachelor of Science (BS), Accounting