Untracht Early LLC

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Untracht Early LLC Employees

Employee
Years
Job
Industry
Amy Trudelle Amy Trudelle Farmington, Connecticut Details
Amy Trudelle's Untracht Early LLC Experience June 2013 - October 2014
Job Senior Tax Accountant at Crowe Horwath LLP
Industry Accounting
Experience
Crowe Horwath LLP  July 2015 - Present
Saslow Lufkin & Buggy, LLP   November 2014 - July 2015
Untracht Early LLC   June 2013 - October 2014
Moore Stephens  October 2012 - May 2013
CohnReznick LLP  December 2010 - September 2012

Education
University of Hartford   2004 — 2006
MSAT, Taxation, 3.54

Becker College   1999 — 2003
Bachelor's degree, Accounting, 3.54

Brielle Schwartz Brielle Schwartz Greater New York City Area Details
Brielle Schwartz's Untracht Early LLC Experience November 2014 - Present
Job Staff Accountant at Untracht Early LLC
Industry Accounting
Experience
Untracht Early LLC   November 2014 - Present
Student Working Professionals   May 2014 - October 2014
Becker Professional Education  June 2013 - May 2014
Ruotolo, Spewak & Co.   December 2012 - May 2014
WithumSmith+Brown  July 2013 - August 2013
VIA - Visions in Innovative Accounting  October 2011 - January 2013
College Works Painting  December 2011 - April 2012

Skills
Quickbooks, Microsoft Office, JMP, SAS, Pro Series, Microsoft Excel, Accounting, QuickBooks, SAP, Auditing, Access, Tax Preparation, Microsoft Word, Financial Reporting, Bookkeeping, Social Media, Financial Statements, Tax, Financial Analysis, Tax Returns, Budgets, Financial Accounting, General Ledger, Journal Entries, Tax Accounting, Creative Solutions..., Bank Reconciliation, Income Tax, Account Reconciliation, CPA, Payroll, Accounts Payable, Finance, Marketing, Sales, GAAP, Fixed Assets, Time Management, Small Business

Education
Rowan University   2010 — 2014
Bachelor of Science (B.S.) Accounting, Bachelor of Science (B.S.) Marketing

James Bohannon James Bohannon Orlando, Florida Area Details
James Bohannon's Untracht Early LLC Experience November 2012 - Present
Job Staff Accountant at Untracht Early LLC
Industry Accounting
Experience
Untracht Early LLC   November 2012 - Present
Sentry Management Inc.  May 2011 - October 2012
Merit Fasteners   May 2005 - December 2010
US Army  July 2000 - July 2004

Skills
Microsoft Excel, Financial Statements, Accounting, QuickBooks, Tax

Education
University of Central Florida - College of Business Administration   2010 — 2012
Bachelor of science, Accounting

Seminole Community College   2006 — 2009
Associate of Arts (A.A.), General Education

University of Central Florida
Master of Science (M.S.), Accounting

Jennifer Boggess Jennifer Boggess North Grafton, Massachusetts Details
Jennifer Boggess's Untracht Early LLC Experience 2005 - 2011
Job Accounting Professional
Industry Accounting
Experience
Untracht Early LLC   2005 - 2011
Deloitte  October 1999 - October 2004

Skills
Auditing, Accounting, Tax, Financial Reporting, CPA, GAAP, Financial Accounting

Education
Seton Hall University   2002 — 2002
Master of Business Administration (M.B.A.), Finance, General, 4.0

Montclair State University   1995 — 1999
Bachelor of Science (B.S.), Accounting and Business/Management, 3.8

Thomas A. Koch II, CPA Thomas A. Koch II, CPA Greater New York City Area Details
Thomas A. Koch II, CPA's Untracht Early LLC Experience 2012 - 2012
Job Corporate Restructuring and Turnaround Management Analyst at Alvarez & Marsal
Industry Financial Services
Experience
Alvarez & Marsal  March 2015 - Present
Deloitte  September 2013 - March 2015
Untracht Early LLC   2012 - 2012
Credit Agricole CIB  June 2011 - August 2011

Skills
Auditing, Finance, Accounting, Financial Analysis, Microsoft Excel, US GAAP, Financial Modeling, Financial Reporting, Microsoft Word, Microsoft Office, Internal Controls, Sarbanes-Oxley Act, Financial Statements, PowerPoint, Accounts Payable, Financial Accounting, Assurance, Research, Corporate Finance

Education
Wake Forest University   2012 — 2013
Master of Science in Accountancy, Transaction & Assurance Services

Clemson University - College of Business and Behavioral Science   2008 — 2012
Bachelor's Degree, Accounting and Finance

Chatham High School   2004 — 2008

Jaime Barrett Jaime Barrett Greater New York City Area Details
Jaime Barrett's Untracht Early LLC Experience July 2013 - Present
Job Manager at Untracht Early LLC
Industry Accounting
Experience
Untracht Early LLC   July 2013 - Present
Untracht Early LLC   July 2005 - June 2013
Untracht Early LLC   June 2000 - June 2005

Skills
Accounting, Tax Accounting, Personal Income Tax..., Trust Taxation, Personal Financial..., Family Partnerships, Microsoft Excel, Microsoft Word, QuickBooks, Quicken, ProSystem fx Tax, CCH ProSystem fx, CCH Research, Financial Statements, Tax Preparation, Income Tax, Corporate Tax, GAAP

Education
Ramapo College of New Jersey   1996 — 2000
Bachelor of Science (BS), Accounting

Lori George Lori George United States Details
Lori George's Untracht Early LLC Experience June 2014 - Present
Job Manager at Untracht Early LLC
Industry Accounting
Experience
Untracht Early LLC   June 2014 - Present
Untracht Early LLC   November 1999 - June 2014
J.B. Hanauer   November 1986 - November 1999

Skills
Financial Reporting, Accounting, Microsoft Excel, Microsoft Office, Financial Analysis, Vendor Management, Balance Sheet Review, Insurance Policy..., Insurance Policy...

Education
University of Delaware

Kevin Nitsche Kevin Nitsche Greater New York City Area Details
Kevin Nitsche's Untracht Early LLC Experience June 2014 - August 2014
Job MSA Student at Fordham University
Industry Accounting
Experience
Allied Building Products  May 2015 - August 2015
Untracht Early LLC   June 2014 - August 2014
Citi  May 2013 - August 2013
Philadelphia 76ers  October 2012 - December 2012

Skills
Microsoft Excel, Finance, Microsoft Office, Financial Accounting, Accounting, Financial Analysis, PowerPoint, Critical Thinking, Market Research, Financial Modeling

Education
Fordham University   2015 — 2016
Master's Degree, Accounting

Rowan University   2011 — 2015
Bachelor’s Degree, Accounting

National University of Ireland, Galway   2014 — 2014
Business, Arts

Waldwick High School

Steven Tanis Steven Tanis Wayne, New Jersey Details
Steven Tanis's Untracht Early LLC Experience September 2004 - December 2009
Job Tax Accountant | stevenstanis@gmail.com
Industry Accounting
Experience
Steven S. Tanis, LLC (Sole Practitioner)   January 2014 - Present
Sobel & Co., LLC   July 2011 - October 2013
Untracht Early LLC   September 2004 - December 2009
Fisher Chemical - A Fisher Scientific Company   November 2001 - August 2004
Wiss & Company, LLP   November 1999 - October 2001

Skills
CPA, Income Tax, Tax Preparation, Accounting

Education
Rutgers, The State University of New Jersey - Rutgers Business School   2009 — 2011
Master of Accountancy in Taxation

Rutgers Graduate School of Magagement
MBA in Professional Accounting

Montclair State University
Bachelor of Science (BS), Mathematics

Brian Dethlefsen Brian Dethlefsen Basking Ridge, New Jersey Details
Brian Dethlefsen's Untracht Early LLC Experience March 2014 - August 2014
Job Accounting M/S Student at Montclair State University
Industry Accounting
Experience
Untracht Early LLC   March 2014 - August 2014
WithumSmith+Brown  May 2013 - August 2013

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Public Speaking, Teamwork, Leadership

Education
Montclair State University   2014 — 2015
Master's Degree, Accounting

Montclair State University   2010 — 2014
Bachelor of Science (BS), Accounting

Yifei (Vera) Zeng Yifei (Vera) Zeng Florham Park, New Jersey Details
Yifei (Vera) Zeng's Untracht Early LLC Experience June 2014 - Present
Job Staff Accountant at Untracht Early LLC
Industry Accounting
Experience
Untracht Early LLC   June 2014 - Present
Broome County Dept. of Audit and Control   September 2013 - December 2013
Lesko Financial Services, Inc   September 2012 - December 2012
Binghamton University Library   September 2011 - December 2012
Accounting Department of Broome County Social Services   June 2012 - August 2012
Broome County Department of Social Services  January 2012 - April 2012

Skills
PowerPoint, Microsoft Excel, Access, Financial Accounting, Microsoft Word, QuickBooks, Microsoft Office, Accounting, Research, Financial Statements, Finance, Financial Analysis, Tax, Auditing, Financial Reporting, Financial Statement..., Account Reconciliation, Bookkeeping, Data Analysis, Accounts Payable, General Ledger

Education
State University of New York at Binghamton   2012 — 2013
Master of Science (MS), Accounting, 3.54

State University of New York at Binghamton   2011 — 2012
Bachelor's degree, Accounting, 3.54

Michael Fede Michael Fede Greater New York City Area Details
Michael Fede's Untracht Early LLC Experience November 2013 - Present
Job Staff Accountant at Untracht Early LLC
Industry Accounting
Experience
Untracht Early LLC   November 2013 - Present
Samuel Klein and Company  July 2012 - September 2012

Skills
Financial Statements, GAAP, Tax, Income Tax, Microsoft Excel, Microsoft Office, Tax Preparation

Education
Montclair State University   2009 — 2013
Bachelor of Science (BS), Accounting

Jessica Monico, MBA Jessica Monico, MBA Greater New York City Area Details
Jessica Monico, MBA's Untracht Early LLC Experience January 2007 - January 2007
Job Sales Finance Manager, Mars Chocolate NA
Industry Financial Services
Experience
Mars Chocolate NA  July 2014 - Present
Rutgers Business School  August 2012 - May 2014
Advance Publications Inc.  June 2013 - August 2013
AOC SOLUTIONS, INC   July 2008 - July 2012
Untracht Early LLC   January 2007 - January 2007

Skills
Process Improvement, Technical Writing, Statistics, Data Analysis, Reconciliations, General Ledger..., Excel, PowerPoint, Word, Visio, Financial Analysis, Analytical Abilities, Quality Assurance, Skilled Communicator, Microsoft Word, Microsoft Excel, Account Reconciliation, Accounting, Analytical Skills, Analysis, Project Management, Auditing, Management Consulting, Business Strategy, Leadership, Corporate Finance, Financial Modeling, Budgets, Management, Strategic Financial...

Education
Rutgers University   2012 — 2014
Master of Business Administration (MBA), Accounting and Finance

Lafayette College   2004 — 2008
Bachelor of Arts, MATHEMATICS AND ECONOMICS

Thomas Misch Thomas Misch Greater New York City Area Details
Thomas Misch's Untracht Early LLC Experience July 2015 - Present
Job Assurance Senior at Untracht Early LLC
Industry Accounting
Experience
Untracht Early LLC   July 2015 - Present
Untracht Early LLC   November 2012 - June 2015
Bacci Italian Restaurant   May 2009 - October 2012
Saint Joseph's University  January 2010 - April 2012
Day & Zimmermann Inc  May 2011 - August 2011
Yours & Mine Jewelers   December 2006 - December 2010

Skills
QuickBooks, EXCEL, POWERPOINT, WORD, SAP, MAC, PC, Accounting, ProSystem fx Tax, ePace, Tax Preparation, Auditing

Education
Saint Joseph's University   2008 — 2012
Bachelor of Science, Business Administration; Accounting

Christian Brothers Academy   2004 — 2008

Howard M. Kirschner, CPA, M.B.A. Taxation Howard M. Kirschner, CPA, M.B.A. Taxation Greater New York City Area Details
Howard M. Kirschner, CPA, M.B.A. Taxation's Untracht Early LLC Experience March 2010 - April 2010
Job Tax Consultant at Levine & Seltzer CPAs LLP
Industry Financial Services
Experience
Levine & Seltzer CPAs LLP   March 2015 - Present
Howard M. Kirschner, CPA, M.B.A.   January 2009 - Present
PricewaterhouseCoopers  January 2015 - March 2015
Wiss & Company, LLP   February 2014 - April 2014
AltResources LLC   June 2011 - January 2013
Untracht Early LLC   March 2010 - April 2010
The Blackstone Group  1999 - 2008
Weil, Gotshal & Manges LLP   1994 - 1999
Drexel Burnham Lambert, Inc.   1989 - 1994
Spear Leads & Kellogg   1985 - 1989

Skills
Tax, Tax Compliance, Accounting, Private Equity, Corporate Tax, GAAP, Income Tax, Tax Audits, International Tax, Tax Returns, Partnership Taxation, Tax Accounting, IRS, Sales Tax, Tax Law, Cash Management, QuickBooks, Sarbanes-Oxley Act, Internal Controls, Auditing, Federal Tax, Asset Management, Tax Advisory, Financial Statements, Cash Flow, Forensic Accounting, Finance, Tax Research, Due Diligence, High Net Worth..., Transfer Pricing, Investments, Property Tax, SEC filings, Trusts, CPA, Big 4, Expatriate Tax, FIN 48, LLC, US GAAP, Preparation, Financial Planners, Fund Of Funds, US Tax, Estate Tax Planning, State Tax, FATCA, Indirect Taxation, Restructuring

Education
St. John's University, The Peter J. Tobin College of Business   1984 — 1987
MBA, Taxation

City University of New York-Queens College   1975 — 1979
BA, Accounting & Economics

Martin Van Buren High School   1973 — 1975
Academic

Kelly Fantasia Kelly Fantasia Greater New York City Area Details
Kelly Fantasia's Untracht Early LLC Experience October 2013 - Present
Job HR Director at Untracht Early LLC
Industry Accounting
Experience
Untracht Early LLC   October 2013 - Present
Grant Thornton, LLP  November 2005 - October 2013
Rothstein Kass/Bisys   2000 - 2005
Rothstein Kass & Company, P.C.   2000 - 2005
Rothstein Kass  2000 - 2005

Skills
Onboarding, Human Resources, Talent Acquisition, Employee Relations, Employee Benefits, Talent Management, Succession Planning, College Recruiting, Benefits Administration, HRIS, Organizational Design, Workforce Planning, Performance Management, PeopleSoft, New Hire Orientations, Payroll, Applicant Tracking..., HR Policies, Deferred Compensation, Employee Engagement, Recruiting, Taleo, Compensation & Benefit, Personnel Management, Employer Branding, ADP Payroll, Internet Recruiting, Benefits Negotiation, Interviews, HR Consulting, Executive Search

Education
Monmouth University   1993 — 1997
Bachelors, Management/Marketing

Monmouth University   1993 — 1997
Management/Marketing

Chris Souza Chris Souza Middletown, New Jersey Details
Chris Souza's Untracht Early LLC Experience January 2005 - Present
Job Senior Tax Manager at Untracht Early LLC
Industry Accounting
Experience
Untracht Early LLC   January 2005 - Present
Deloitte & Touche LLP  October 1999 - December 2004

Skills
Partnership Taxation, Tax Accounting, Income Tax, Tax, Accounting, International Tax, Tax Preparation, Tax Returns, US GAAP, CPA, Tax Research, Sales Tax, GAAP, IRS, Corporate Tax

Education
Seton Hall University   2009 — 2012
Master of Science (MS), Taxation

Rutgers University-New Brunswick   1994 — 1999
Bachelor of Science (BS), Accounting

Ross Barbakoff Ross Barbakoff Greater New York City Area Details
Ross Barbakoff's Untracht Early LLC Experience December 2014 - Present
Job Tax Accountant
Industry Accounting
Experience
Untracht Early LLC   December 2014 - Present
Levine Jacobs & Comapny, LLC   May 2013 - August 2013
Siemens  June 2012 - August 2012

Education
Fordham University - Graduate School of Business Administration   2013 — 2014
Master's Degree, Accounting

Syracuse University   2009 — 2013
Bachelor's Degree, Accounting

Viktoriya Malkova Viktoriya Malkova Wayne, New Jersey Details
Viktoriya Malkova's Untracht Early LLC Experience June 2014 - June 2014
Job Tax Intern Private Wealth at Deloitte
Industry Accounting
Experience
Deloitte  June 2015 - Present
Wyndham Worldwide  January 2015 - May 2015
Untracht Early LLC   June 2014 - June 2014
Lipsi Cosmetics   January 2013 - May 2013
Bergen Community College  September 2012 - December 2012

Skills
Team Leadership, Customer Service, Networking, Research, Strategic Financial..., Financial Accounting, Cost Accounting, Accounting, Financial Planning, Financial Analysis, Time Management, Tax, Financial Reporting

Education
William Paterson University of New Jersey   2014 — 2016
Bachelor of Science (BS), Accounting and Financial Planning

Bergen Community College   2010 — 2013
Associate's degree, Accounting

Anastasia Noce Anastasia Noce Greater New York City Area Details
Anastasia Noce's Untracht Early LLC Experience January 2012 - April 2012
Job Staff II Accountant at WithumSmith+Brown
Industry Accounting
Experience
WithumSmith+Brown  January 2014 - Present
WithumSmith+Brown  January 2013 - January 2014
Untracht Early LLC   January 2012 - April 2012

Skills
Peachtree, Organizational..., Bank Reconciliation, Microsoft Excel, Microsoft Word, QuickBooks, Tax Preparation, Management, Auditing, Accounting, Tax, Financial Reporting, Tax Research, GAAP, CPA, Tax Accounting, US GAAP, Partnership Taxation, Outlook, Tax Returns, Financial Analysis

Education
Fairleigh Dickinson University   2009 — 2012
Bachelor of Science, Accounting

County College of Morris   2008 — 2009

Morris County Vocational School District   2004 — 2009

Robert Faiges Jr. Robert Faiges Jr. Greater New York City Area Details
Robert Faiges Jr.'s Untracht Early LLC Experience November 2011 - November 2013
Job Management Company Accountant at OchZiff Capital Management
Industry Accounting
Experience
Och-Ziff Capital Management  November 2013 - Present
Untracht Early LLC   November 2011 - November 2013
WeiserMazars LLP  December 2010 - May 2011
Northrop Grumman Information Systems  May 2007 - September 2009

Skills
Accounting, PowerPoint, Invoicing, Auditing, Financial Statements, QuickBooks, Spreadsheets, Financial Reporting, Tax Preparation, Tax, Account Reconciliation, GAAP, US GAAP, Financial Accounting

Education
Fairleigh Dickinson University   2009 — 2011
Bachelor of Science, Accounting

Rider University   2007 — 2009
Accounting

Dennis Murtha, CPA Dennis Murtha, CPA Greater New York City Area Details
Dennis Murtha, CPA's Untracht Early LLC Experience September 2003 - Present
Job Senior Assurance Manager at Untracht Early LLC
Industry Accounting
Experience
Untracht Early LLC   September 2003 - Present
Brown Brothers Harriman  January 2000 - September 2000
Merrill Lynch  September 1998 - January 2000

Skills
Auditing, GAAP, US GAAP, Income Tax, Tax, Tax Preparation, Financial Reporting, Financial Statements, Accounting, Internal Controls, QuickBooks, Partnership Taxation, General Ledger, Sales Tax, Consolidation, Hedge Funds, Financial Audits, Payroll, CPA, Tax Returns, Assurance, Financial Services, Bookkeeping, CCH ProSystem fx, Small Business

Education
Monmouth University   2001 — 2003
Masters of Business Administration, Accounting

Monmouth University
BS, Business Administration concentration in Management

Jessica Wolff, CPA Jessica Wolff, CPA Hillsborough, New Jersey Details
Jessica Wolff, CPA's Untracht Early LLC Experience September 2005 - Present
Job Tax Supervisor at Untracht Early LLC
Industry Accounting
Experience
Untracht Early LLC   September 2005 - Present

Skills
Tax, Income Tax, Tax Preparation, Tax Returns, QuickBooks, Sales Tax, ProSystem fx Tax, IRS, Tax Research, Preparation, State Tax, Financial Analysis, Internal Controls, International Tax, Microsoft Excel, Forensic Accounting, CPA

Education
Muhlenberg College   2000 — 2004
Bachelor of Business Administration (B.B.A.), Accounting & Marketing, A

Maria Scala Maria Scala Greater New York City Area Details
Maria Scala's Untracht Early LLC Experience July 2013 - Present
Job Tax Accountant at Untracht Early LLC
Industry Accounting
Experience
Untracht Early LLC   July 2013 - Present
Cliffside Park Housing Authority   June 2011 - June 2013
Cliffside Park Housing Authority   June 2004 - May 2011
JCC on the Palisades  January 2006 - May 2009

Skills
Tax Preparation, Microsoft Excel, Partnership Taxation, Microsoft Word, Accounting, Microsoft Office, Social Networking, Outlook, Research, PowerPoint, Social Media, Writing, ProSystem fx Tax, Access, Windows

Education
Fordham Gabelli School of Business   2007 — 2011
Business Administration, Accounting, Business Law

Cliffside Park High School   2003 — 2007

Michael Henke Michael Henke Mountain Lakes, New Jersey Details
Michael Henke's Untracht Early LLC Experience July 2002 - November 2002
Job Partner at Ernst & Young LLP
Industry Financial Services
Experience
Ernst & Young  November 2001 - Present
Untracht Early LLC   July 2002 - November 2002
Arthur Andersen LLP  September 2001 - March 2002

Education
Fordham University   1997 — 2001
Bachelor of Science (BS), Accounting

Todd J. Rosenblatt Todd J. Rosenblatt Freehold, New Jersey Details
Todd J. Rosenblatt's Untracht Early LLC Experience September 2002 - September 2006
Job Financial Advisor, Financial Services Representative at MetLife Premier Client Group of New Jersey, an Office of MetLife
Industry Financial Services
Experience
Financial Services Representative at MetLife Premier Client Group of New Jersey,   October 2007 - Present
LFL Veritas, LLC   September 2006 - September 2007
Untracht Early LLC   September 2002 - September 2006

Skills
Retirement Planning, Series 7, Retirement, Mutual Funds, Wealth Management, Investments, Series 63, Fixed Annuities, Asset Allocation, IRAs, Investment Advisory, Portfolio Management, 401k Rollovers

Education
Seton Hall University
Masters of Science, Taxation

Syracuse University   1988 — 1992
Bachelor of Science, Accounting

Vitaliy Kokhman Vitaliy Kokhman Greater New York City Area Details
Vitaliy Kokhman's Untracht Early LLC Experience November 2012 - March 2014
Job
Industry Accounting
Experience
Untracht Early LLC   November 2012 - March 2014
Maersk Inc.  June 2010 - December 2011
TD Bank NA  July 2004 - December 2009

Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Accounting, Microsoft Word, Customer Service, Teamwork, Time Management, Financial Reporting, Outlook, Auditing, Banking, Access, Financial Accounting

Education
Fairleigh Dickinson University   2010 — 2011
Bachelor's degree- Accounting, Accounting

County College of Morris   2005 — 2009
Associate's degree, Business Administration.

Divina Andrada Divina Andrada Springfield, New Jersey Details
Divina Andrada's Untracht Early LLC Experience 2006 - July 2013
Job Accountant
Industry Accounting
Experience
Untracht Early LLC   2006 - July 2013
B2d Semago CPAs and Business Advisors   2004 - 2006
PC Age  1998 - 2004

Skills
Accounting, Financial Reporting, GAAP, Tax Preparation, US GAAP, Financial Statements, General Ledger, Internal Controls, Financial Analysis, QuickBooks, Financial Accounting, Auditing

Education
Rutgers, The State University of New Jersey-Newark
BS

David Calotta, CPA David Calotta, CPA Greater New York City Area Details
David Calotta, CPA's Untracht Early LLC Experience February 2007 - July 2011
Job CPA/MBA audit manager at ADP
Industry Accounting
Experience
ADP  April 2015 - Present
Sobel & Co., LLC   July 2011 - March 2015
Untracht Early LLC   February 2007 - July 2011
Starbucks  March 2005 - January 2008

Skills
Auditing, Accounting, Financial Reporting, GAAP, Tax, Internal Controls, Financial Accounting, Financial Analysis, Tax Preparation, QuickBooks, Microsoft Excel, Income Tax, Financial Statements, Microsoft Office, General Ledger, CPA, Retail, Manufacturing, Inventory, Analytics, Corporate Tax, Employee Benefits, Small Business..., Tax Compliance, Distribution, Employee Benefit Plan..., Employee Training, Internal Control..., Legal Compliance, Internal Audit

Education
Fairleigh Dickinson University-Florham Campus   2013 — 2015
Master of Business Administration (M.B.A.), Management, 3.8

Ramapo College of New Jersey   2004 — 2008
Bachelor of Science (B.S.), Accounting, 3.2

Randolph High School   2000 — 2004
High School

Allison Cavagnaro Allison Cavagnaro Greater New York City Area Details
Allison Cavagnaro's Untracht Early LLC Experience September 2006 - May 2012
Job Controller at MBLM
Industry Accounting
Experience
MBLM  July 2013 - Present
Tipping Point Partners LLC  June 2012 - July 2013
Untracht Early LLC   September 2006 - May 2012

Skills
Financial Reporting, Accounting, Tax, Auditing, GAAP, Internal Controls, Corporate Tax, Tax Preparation, Partnership Taxation, Assurance, Accountants, Tax Returns, US GAAP, QuickBooks, Financial Analysis

Education
University of Scranton   2002 — 2006
Bachelor's degree, Accounting

Kerwyn Velasco Kerwyn Velasco Greater New York City Area Details
Kerwyn Velasco's Untracht Early LLC Experience September 2008 - July 2010
Job Solutions Consultant at Rsam
Industry Information Technology and Services
Experience
Rsam  August 2015 - Present
Modulo Security Solutions - North America   August 2014 - August 2015
Modulo Security Solutions - North America   November 2013 - August 2014
Sunera LLC  September 2012 - November 2013
Robert Half International  January 2012 - September 2012
Smolin Lupin & Co  January 2011 - December 2011
Untracht Early LLC   September 2008 - July 2010
South Jersey Gas Company  December 2007 - May 2008
Amtrak  2007 - 2007

Skills
Auditing, Disaster Recovery, Security, Risk Assessment, Accounting, SDLC, COBIT, CISM, Project Management, Financial Reporting, SOX Compliancy, Business Intelligence, Databases, Modulo, IT GRC, Backtrack, Active Directory, Narrative, Oracle R12, Oracle Security, GRC Automation, Qualys API Integration, Microsoft SQL Server, Qualys, Nessus, XML, LDAP, Sarbanes-Oxley Act, IT Audit, Information Security, Business Continuity

Education
NJIT   2011 — 2012
Masters, Information Systems

Rowan University   2004 — 2008
Bachelors of Science, Accounting

Jefferson township high school   2000 — 2004

RoseMarie Franklin RoseMarie Franklin Greater New York City Area Details
RoseMarie Franklin's Untracht Early LLC Experience June 2015 - Present
Job Tax Manager at Untracht Early LLC
Industry Food Production
Experience
Untracht Early LLC   June 2015 - Present
Aerosoles  June 2013 - June 2015
Pinnacle Foods  October 2010 - May 2013
UBS  2005 - 2010
CIT  2004 - 2005
PwC  2000 - 2004
Deloitte  1994 - 2000

Education
Rutgers, The State University of New Jersey-Newark
MBA, professional accounting

David Untracht David Untracht Greater New York City Area Details
David Untracht's Untracht Early LLC Experience May 1993 - Present
Job CPA and Senior Principal, Untracht Early LLC
Industry Accounting
Experience
Untracht Early LLC   May 1993 - Present

Skills
High Net Worth..., Tax, Tax Compliance, Hedge Funds, Private Equity, Trusts, Estate Planning, Income Tax, Corporate Tax, Accounting, Auditing, Tax Research, Partnership Taxation, GAAP, Compliance, International Tax, Tax Preparation, Tax Accounting, Financial Reporting, Investments, Tax Returns, Business Valuation, Corporate Finance, Forensic Accounting, Assurance, Strategic Financial..., Financial Accounting, Tax Advisory, IRS, Tax Law, SEC filings, Internal Controls, US GAAP

Education
Seton Hall University   1980 — 1985
Master of Science (MS), Taxation

Seton Hall University   1978 — 1980
Master of Business Administration (MBA)

Rutgers, The State University of New Jersey-New Brunswick   1975 — 1978
Bachelor of Arts (BA), Economics and Political Science

Richard Veltre Richard Veltre Greater New York City Area Details
Richard Veltre's Untracht Early LLC Experience June 2001 - December 2003
Job CEO Harbour Rock LLC | CFO Orthofeet Inc.
Industry Management Consulting
Experience
Harbour Rock LLC   November 2009 - Present
Orthofeet   December 2014 - Present
Seton Hall University  August 2012 - December 2014
Egg by Susan Lazar  April 2014 - November 2014
Veltre & Associates LLC   January 2003 - May 2012
Seaview Consulting Group, Inc.   May 2005 - November 2009
Untracht Early LLC   June 2001 - December 2003
Meisel, Tuteur & Lewis P.C.   November 1999 - January 2001
PricewaterhouseCoopers  September 1992 - August 1999

Skills
Management Consulting, Budgeting, Real Estate, Real Estate Investment, Real Estate Development, Private Equity, Mergers, Corporate Finance, Restructuring, Cash Flow, Start-ups, Start-up Ventures, Entrepreneur, Entrepreneurship, Entrepreneurial Finance, SME management, Early Stage Companies, Early Stage Ventures, Venture Development, New Venture Development, Business Planning, Business Ideas, Business Strategy, Business Analysis, Accounting, Tax, Budgets, Mergers & Acquisitions, Investment Properties, Strategic Planning, CRM, Small Business, Consulting, Management, Auditing, Executive Management, Program Management, Due Diligence, Investments, Financial Modeling, Venture Capital, Business Valuation, Strategy, Finance, Financial Analysis, Valuation, Strategic Financial..., Managerial Finance, CPA, Financial Planning

Education
Seton Hall University   1995 — 1998
MBA, Finance

Seton Hall University   1988 — 1992
BS, Accounting

Seton Hall Preparatory School   1984 — 1988
High School Diploma

Natalya Gridina Natalya Gridina Cranford, New Jersey Details
Natalya Gridina's Untracht Early LLC Experience February 2015 - Present
Job Untracht Early LLC, tax accounting
Industry Accounting
Experience
Untracht Early LLC   February 2015 - Present
Deloitte Tax LLP  2005 - 2008

Skills
Accounting, Financial Reporting, General Ledger, Internal Controls, Auditing, Tax Accounting, Tax Preparation

Education
Rutgers University
MBA, Professional Accounting

Odessa National 'I.I. Mecnikov' University
MS, Applied Mathematics

Morgan Torres Morgan Torres Greater New York City Area Details
Morgan Torres's Untracht Early LLC Experience November 2013 - Present
Job Staff Accountant at Untracht Early LLC
Industry Accounting
Experience
Untracht Early LLC   November 2013 - Present
Northwestern Mutual  September 2012 - September 2013

Skills
Partnership Taxation, Microsoft Excel, Accounting, QuickBooks, Financial Reporting, Partnership Tax Returns, Tax Advisory, Hedge Funds, Asset Management, Financial Accounting, ProSystem fx Tax, Financial Analysis, Retirement Planning, Strategic Financial..., ProSystem fx Engagement, Life Insurance, Access, Disability Insurance, Mutual Funds, Financial Planning

Education
Rowan University   2010 — 2013
Bachelor's degree, Accounting

Katie Guglielmo, CPA Katie Guglielmo, CPA Greater New York City Area Details
Katie Guglielmo, CPA's Untracht Early LLC Experience June 2007 - August 2007
Job External Reporting and Technical Accounting at Michael Kors
Industry Accounting
Experience
Michael Kors  August 2015 - Present
Michael Kors  April 2013 - July 2015
LVMH  March 2012 - March 2013
Ernst & Young  September 2009 - January 2012
Ernst & Young  June 2008 - August 2008
Deloitte & Touche  June 2008 - August 2008
Untracht Early LLC   June 2007 - August 2007

Skills
GAAP, Auditing, SEC filings, Internal Controls, Financial Reporting, Accounting, Financial Statements, Financial Audits, Finance, Account Reconciliation, Forecasting, Retail

Education
Loyola College in Maryland   2005 — 2009
BBA, Accounting

Cristiana Wilson Cristiana Wilson Greater New York City Area Details
Cristiana Wilson's Untracht Early LLC Experience June 2015 - Present
Job HR Assistant at Untracht Early LLC
Industry Human Resources
Experience
Untracht Early LLC   June 2015 - Present
Marist College  January 2015 - May 2015
Condé Nast  December 2014 - May 2015
MDOL   May 2014 - August 2014

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Social Media, Public Speaking, Windows, Time Management, Leadership

Education
Marist College   2011 — 2015
Bachelor of Science (B.S.), Business Administration, Human Resources

Ridge High School   2007 — 2011

Alan Ackermann,CPA Alan Ackermann,CPA Greater New York City Area Details
Alan Ackermann,CPA's Untracht Early LLC Experience September 2006 - Present
Job partner at Untracht Early LLC
Industry Accounting
Experience
Untracht Early LLC   September 2006 - Present

Skills
Tax, Personal Tax Planning, Corporate Tax Planning, State Tax Planning, Tax Compliance, Sales & Use Tax..., Business Tax Planning, High Net Worth..., Personal Income Tax..., Tax Controversy..., Mitigation of State and...

Education
Iowa State University - College of Business   1966 — 1970
Bachelor’s Degree, Accounting

Kris Bachmann Jr Kris Bachmann Jr Millstone Township, New Jersey Details
Kris Bachmann Jr's Untracht Early LLC Experience November 2013 - Present
Job Professional Accountant
Industry Accounting
Experience
Untracht Early LLC   November 2013 - Present
Centrestate Fitness And Wellness Center   March 2009 - October 2013
Ogilvy CommonHealth Worldwide  May 2011 - January 2013

Skills
PowerPoint, Microsoft Excel, QuickBooks, Fitness, Water Safety Instructor, Lifeguarding, Swimming, Time Management, Microsoft Word, Accounting, Microsoft Powerpoint, Cpr Certified, BloomBerg Certified, Culinary Skills, Tax Preparation, Auditing, Finance, Outlook, MS Excel Pivot Tables

Education
Rowan University   2009 — 2013
Bachelor of Applied Science (BASc), Accounting and Finance, Senior

Rich Fuchs, CPA Rich Fuchs, CPA Greater New York City Area Details
Rich Fuchs, CPA's Untracht Early LLC Experience May 2015 - Present
Job Senior Manager at Untracht Early LLC
Industry Accounting
Experience
Untracht Early LLC   May 2015 - Present

Skills
Hedge Funds, Private Equity, US GAAP, Financial Reporting, Broker-Dealer Compliance, Broker-Dealer Operations, Registered Investment..., Fund Of Funds, Alternative Investments, IFRS, Valuation, Equities, Options, Mutual Funds, Investments, Accounting, FX, Financial Analysis, Fixed Income

Education
Rutgers, The State University of New Jersey-Newark   2004 — 2005
MBA, Accounting

Sacred Heart University   1997 — 2000
B.S., Psychology

Sarah Doctor Sarah Doctor Greater New York City Area Details
Sarah Doctor's Untracht Early LLC Experience July 2013 - March 2015
Job Marketing Specialist at Wilkin & Guttenplan, P.C.
Industry Marketing and Advertising
Experience
Wilkin & Guttenplan, P.C.   August 2015 - Present
Untracht Early LLC   July 2013 - March 2015
Untracht Early LLC   July 2011 - June 2013
Untracht Early LLC   January 2010 - July 2012
Randolph Township Board of Education  September 2005 - December 2009

Skills
Microsoft Excel, Microsoft Word, PowerPoint, InDesign, Constant Contact, Photoshop Elements, Marketing, Microsoft Office, Marketing Material..., Event Planning, Brand Development..., Building Brand Awareness, Email Marketing, Contact Ease CRM, Digital Marketing, Graphic Design, Charity Work, Project Coordination, Coordinating Events, Corporate Identity, Corporate Events, Brand Awareness, Event Management, Social Media

Education
Fairleigh Dickinson University   2013 — 2015
Bachelor of Science (BS), Marketing

County College of Morris   2011 — 2013
Associate's degree, Business Administration

Randolph High School   2002 — 2006

Muhlenberg College

Madeline Ginns Madeline Ginns Greater New York City Area Details
Madeline Ginns's Untracht Early LLC Experience July 2015 - Present
Job HR Analyst at Untracht Early LLC
Industry Accounting
Experience
Untracht Early LLC   July 2015 - Present
Untracht Early LLC   September 2012 - Present
Rivera Business Development Group  February 2012 - May 2012
Northwestern Mutual  May 2008 - August 2009

Skills
Human Resources, College Recruiting, Onboarding

Education
University of Delaware
Bachelors of Science, Finance, Economics

Stephanie Mocreia Stephanie Mocreia Matawan, New Jersey Details
Stephanie Mocreia's Untracht Early LLC Experience July 2013 - Present
Job Tax Supervisor at Untracht Early LLC
Industry Accounting
Experience
Untracht Early LLC   July 2013 - Present
Untracht Early LLC   January 2012 - July 2013
Deloitte  June 2008 - December 2011

Skills
Tax Accounting, Tax, Income Tax, Partnership Taxation, Accounting, Auditing, Tax Research

Education
University of Phoenix   2011 — 2013
Master of Science (M.S.), Accounting

Kean University   2006 — 2008
Bacherlor of Science, Accounting

Lindsay Gaal, PHR, MHRM Lindsay Gaal, PHR, MHRM Greater New York City Area Details
Lindsay Gaal, PHR, MHRM's Untracht Early LLC Experience August 2012 - September 2013
Job Senior HR Manager at Friedman LLP
Industry Human Resources
Experience
Friedman LLP  September 2013 - Present
Untracht Early LLC   August 2012 - September 2013
Friedman LLP  August 2009 - August 2012
Mercedes Benz USA  May 2008 - July 2009
Susquehanna Bank  January 2008 - May 2008
Corporate Synergies  February 2007 - May 2008
Coach  2007 - 2007

Skills
Compliance, Excel, Employee Relations, Word, Outlook, Microsoft Excel, Marketing, Microsoft Office, Payroll, Accounting, Leadership, Microsoft Word, Recruiting, Human Resources, Management, Auditing, Performance Management, Personnel Management, Strategic Planning, QuickBooks, Financial Analysis, Financial Reporting, Employee Benefits, Account Reconciliation

Education
Rowan University
BS, Human Resource Management and Management

Rutgers, The State University of New Jersey-New Brunswick
MHRM, Human Resource Management

Jordan Reback Jordan Reback Greater New York City Area Details
Jordan Reback's Untracht Early LLC Experience September 2009 - Present
Job Untracht Early LLC
Industry Accounting
Experience
Untracht Early LLC   September 2009 - Present
Matarrazo Farms/Four Sister's Winery   May 2004 - August 2008

Skills
Accounting, Income Tax, Microsoft Office, QuickBooks, Tax, Financial Analysis, ProSystem fx Tax, Tax Preparation, GAAP, Corporate Tax, Financial Reporting

Education
Susquehanna University   2005 — 2009
BS, Accounting, Economics

University of Phoenix   2013 — 2014
Master of Business Administration (MBA)

Kami Hitner Kami Hitner Greater New York City Area Details
Kami Hitner's Untracht Early LLC Experience February 2001 - Present
Job Tax Administrative Leader at Untracht Early LLC
Industry Accounting
Experience
Untracht Early LLC   February 2001 - Present

Skills
Microsoft Excel, Bank Reconciliation, Bookkeeping, Microsoft Office, Account Reconciliation, GoFileRoom, FileInTime, CCH ProSystem fx, Financial Analysis

Education
Post University   2012 — 2014
Bachelor's Degree, Business Administration and Management, General

University of Phoenix
Associates, Business Administration

Vernon Township High School   1990 — 2000

Post University
BA, Business Management

Joseph Catanzaro Joseph Catanzaro Whippany, New Jersey Details
Joseph Catanzaro's Untracht Early LLC Experience November 2014 - Present
Job Staff Accountant at Untracht Early LLC
Industry Accounting
Experience
Untracht Early LLC   November 2014 - Present
WithumSmith+Brown  June 2012 - August 2013

Skills
Accounting, Microsoft Excel, Microsoft Word, Childcare, Baseball, Softball, Football, Economics, Teamwork, Leadership, Financial Analysis, Auditing

Education
Saint Joseph's University   2010 — 2014
Bachelor's Degree, Accounting/Economics, 3.52

Rutgers, The State University of New Jersey-Newark   2014 — 2014
Master's Degree, Financial Accounting, 3.60

Kimberly McHale Kimberly McHale Greater New York City Area Details
Kimberly McHale's Untracht Early LLC Experience September 2006 - Present
Job Accountant at Untracht Early LLC
Industry Accounting
Experience
Untracht Early LLC   September 2006 - Present
ParenteBeard LLC  July 1998 - November 2005

Skills
Accounting, Tax, Financial Reporting, Income Tax, Tax Preparation, Corporate Tax, GAAP

Education
Bloomsburg University of Pennsylvania   1995 — 1998
Bachelor of Science (BS), Accounting

University of Pittsburgh   1994 — 1995

Craig Silberberg Craig Silberberg Greater New York City Area Details
Craig Silberberg's Untracht Early LLC Experience March 2015 - June 2015
Job Consultant at Untracht Early LLC
Industry Accounting
Experience
Untracht Early LLC   March 2015 - June 2015
Anchin, Block & Anchin LLP   September 2009 - September 2014
BDO Seidman, LLP  June 1992 - September 2009
Drexel Burnham Lambert  July 1986 - November 1990

Skills
Hedge Funds, Accounting, Financial Services, Private Equity, Alternative Investments, Fund Of Funds, Due Diligence, Financial Reporting, US GAAP, SEC filings, GAAP, Auditing

Education
Baruch College, City University of New York (CUNY)   1990 — 1992
Masters, Accounting

University at Albany, SUNY   1982 — 1986
BS, Economics

Robert Miranda Robert Miranda Greater New York City Area Details
Robert Miranda's Untracht Early LLC Experience January 2009 - August 2009
Job Financial Reporting Analyst at Allergan plc
Industry Pharmaceuticals
Experience
Allergan  October 2014 - Present
Daiichi Sankyo Pharmaceuticals  June 2013 - October 2014
Ciao Bella Gelato  October 2012 - May 2013
The Newark Group  April 2012 - May 2013
ADF Companies, LLC  May 2011 - September 2011
Untracht Early LLC   January 2009 - August 2009
KPMG US  September 2007 - November 2008
KPMG LLP  June 2006 - August 2006
Bear Stearns Companies Inc   June 2005 - August 2005

Skills
Microsoft Office, Photoshop, 1SYNC, Financial Analysis, Financial Reporting, QuickBooks, Accounting, MAS 500, Marketing, Marketing Strategy

Education
Fairleigh Dickinson University   2011 — 2013
Master of Business Administration (M.B.A.)

Saint Bonaventure University   2003 — 2007
Bachelor of Business Administration (B.B.A.), Accounting, GPA: 3.4 - Cum Laude

Michael F. McHale, CPA Michael F. McHale, CPA Scranton, Pennsylvania Area Details
Michael F. McHale, CPA's Untracht Early LLC Experience September 2003 - January 2012
Job Partner at Dorfman Abrams Music, LLC
Industry Accounting
Experience
Dorfman Abrams Music, LLC  April 2012 - Present
The McHale Group, LLC   January 2012 - Present
Untracht Early LLC   September 2003 - January 2012
Parente Randolph  1993 - 2003

Skills
Accounting, Tax, Audit, Auditing, Management Consulting, Business Valuation, Financial Reporting, Small Business, Compliance, Tax Services, Manufacturing, Business Advisory, Non-profits, Assurance, Bookkeeping, Accountants

Education
University of Scranton   1988 — 1992
B.S., Accounting

Matt Fullam Matt Fullam Greater New York City Area Details
Matt Fullam's Untracht Early LLC Experience May 2009 - August 2010
Job Senior Audit Associate at KPMG
Industry Accounting
Experience
KPMG  August 2013 - Present
KPMG  June 2011 - August 2011
Untracht Early LLC   May 2009 - August 2010
TMP Direct  June 2007 - August 2008

Skills
PowerPoint, QuickBooks, Accounting, Financial Statements, Financial Accounting, Analysis, Auditing, General Ledger, Management, Tax, GAAP, Microsoft Excel, US GAAP, Financial Reporting, IFRS

Education
University of Connecticut   2012 — 2013
Master’s Degree, Accounting, GPA: 4.11

Lehigh University - College of Business and Economics   2008 — 2012
B.S., Accounting

Chris Borkes Chris Borkes Greater New York City Area Details
Chris Borkes's Untracht Early LLC Experience April 2015 - Present
Job Marketing Manager | Digital Marketing Specialist | CrossFunctional Team Leader
Industry Marketing and Advertising
Experience
Untracht Early LLC   April 2015 - Present
Colts Ice Hockey   April 2015 - Present
Trade Supply Group  May 2013 - March 2015
GE Healthcare  January 2012 - February 2013
GE Healthcare  2011 - 2012
Western Pest Services  May 2010 - August 2010

Skills
Marketing Strategy, Advertising, Marketing, Marketing Research, Marketing Management, Direct Marketing, Social Media, Sales, Graphic Design, Cross-functional Team..., Business Development, New Business Development, Digital Marketing, SEO, Email Marketing, Brand Management, Product Launch, Product Development, Business Strategy, Pricing, Google Analytics, Google Adwords, Channel Strategy, Social Media Marketing, SEM, Marketing Communications, Online Advertising

Education
Seton Hall University   2007 — 2011
B.S.

Kyle Drost Kyle Drost Greater New York City Area Details
Kyle Drost's Untracht Early LLC Experience November 2011 - Present
Job Assurance Senior at Untracht Early LLC
Industry Accounting
Experience
Untracht Early LLC   November 2011 - Present
Stop and Shop  November 2006 - October 2011
Stryker Orthopaedics  January 2011 - May 2011
Middlesex County College  June 2010 - August 2010
Fairway Golf Center   March 2005 - November 2006

Skills
Time Management, QuickBooks, Auditing, Accounting, Accounts Payable, Financial Reporting, Tax Preparation, US GAAP, Financial Statements, Finance, GAAP

Education
Ramapo College of New Jersey   2009 — 2011
B.S. in Accounting, Accounting

Middlesex County College   2007 — 2009
A.A. in Business, Business

Hallie Farber Hallie Farber Greater New York City Area Details
Hallie Farber's Untracht Early LLC Experience January 2012 - January 2012
Job Advisory Associate for KPMG
Industry Accounting
Experience
KPMG  June 2014 - Present
Lafayette College  August 2013 - May 2014
Lafayette College  August 2010 - May 2014
Lafayette College  January 2012 - January 2014
Eggland's Best, Inc.   May 2012 - August 2013
Untracht Early LLC   January 2012 - January 2012
Pizzeta Enoteca   May 2011 - August 2011
Value Research Group, LLC   September 2008 - August 2010

Skills
Statistics, Data Analysis, Mathematica, Research, PowerPoint, Analysis, Economics, Mathematics, Internal Audit, Internal Controls, Accounting, SOX Testing, Spanish-speaking, Microsoft Office, Piano, Spanish

Education
Lafayette College   2010 — 2014
Bachelor of Arts (B.A.), Mathematics, Senior

Waranya Oshiro Waranya Oshiro Greater New York City Area Details
Waranya Oshiro's Untracht Early LLC Experience January 2004 - Present
Job Supervisor at Untracht Early LLC
Industry Accounting
Experience
Untracht Early LLC   January 2004 - Present
rothstein kass  August 1997 - December 2003

Skills
Tax, Hedge Funds, Tax Preparation, Accounting, Tax Returns, Partnership Taxation, Fund Of Funds, Tax Accounting, CPA, US GAAP, Financial Statements

Education
Rutgers, The State University of New Jersey-Newark   1996 — 1997

Rutgers University-New Brunswick   1992 — 1996

Michael Emr Michael Emr Greater New York City Area Details
Michael Emr's Untracht Early LLC Experience January 1995 - December 1999
Job CPA and Partner at Botwinick & Company, LLC. Tax compliance specialist and strategic business consultant.
Industry Accounting
Experience
Botwinick & Company LLC   December 2008 - Present
Michael E. Emr, CPA LLC   January 2002 - November 2008
UniTeller Financial Services   January 2000 - December 2001
Untracht Early LLC   January 1995 - December 1999

Skills
Accounting, Tax, Financial Planning, Compliance, Strategic Financial..., Income Tax, Tax Preparation, Financial Reporting, Finance, Corporate Tax, CPA, Internal Audit, Small Business, Consolidation, Restructuring, Financial Analysis, Financial Accounting, GAAP, Financial Statements, Tax Accounting, QuickBooks, US GAAP, Trusts, Real Estate, Tax Research, High Net Worth..., Tax Advisory, Tax Returns, IRS

Education
Rensselaer Polytechnic Institute   1989 — 1993
B.S., Management, Accounting and Finance

Bergen Catholic High School   1985 — 1989

Marlon J. Dunbar, CPA/PFS, EA, MSA Marlon J. Dunbar, CPA/PFS, EA, MSA United States Details
Marlon J. Dunbar, CPA/PFS, EA, MSA's Untracht Early LLC Experience 2014 - Present
Job Senior Manager Tax & Family Office at Untracht Early LLC
Industry Accounting
Experience
Untracht Early LLC   2014 - Present
Rothstein Kass  2013 - 2014
RSSM, LLP   2011 - 2013
EisnerAmper LLP  2010 - 2011
Starr & Company, LLC   2006 - 2010
EBM   2002 - 2006
American Express Tax & Business Svcs. (Provident Financial Mgmt.)   1999 - 2002
Smith Barney  1997 - 1999

Skills
Tax, High Net Worth..., Accounting, Income Tax, Tax Preparation, Corporate Tax, QuickBooks, Family Office, Investment Advisory, Management, Partnerships, Private Foundations, Media & Entertainment, Tour Accounting, Professional Services, Music Publishing, Film Production, Business Management, Professional Sports, Royalty Accounting, Record Company..., Investment Partnerships

Education
City University of New York
MS, Accountancy

Middlebury College
BA, Economics

Christine FitzPatrick Christine FitzPatrick Greater New York City Area Details
Christine FitzPatrick's Untracht Early LLC Experience May 2010 - Present
Job Marketing and Business Development Professional
Industry Marketing and Advertising
Experience
Untracht Early LLC   May 2010 - Present
White & Case LLP  June 2007 - May 2010
Heller Ehrman LLP  April 2005 - June 2007
Loeb & Loeb LLP  May 2002 - April 2005
Gibbons Del Deo   2002 - 2002
Covington & Burling  November 1999 - November 2001

Skills
Professional Services..., Legal Marketing, Marketing Management, Marketing..., New Business Development, Marketing Research, Marketing Communications, Small Business..., Company Branding, Media Relations, Social Media Marketing

Education
Providence College   1995 — 1999
B.S.

Thomas Edgar Thomas Edgar Greater New York City Area Details
Thomas Edgar's Untracht Early LLC Experience 2014 - Present
Job Director of Operations at Untracht Early LLC
Industry Investment Management
Experience
Untracht Early LLC   2014 - Present
Caxton Associates LP  2009 - 2014
TRG Management LP (The Rohatyn Group)   2006 - 2009
Sole Proprietor  1998 - 2008
Untracht Early LLC   2000 - 2006
Altech Corporation   1997 - 2000
PricewaterhouseCoopers  1999 - 1999
Applebee's (EHI Realty, Inc.)   1995 - 1997

Skills
Hedge Funds, Private Equity, CPA, Tax, Financial Reporting, International Tax, Valuation, Auditing, Accounting, Business Valuation, Alternative Investments, US GAAP, Asset Management, Partnership Taxation, Tax Accounting, Fund Accounting, Financial Statements, Tax Preparation, Internal Controls, FIN 48, Transfer Pricing, Derivatives, Operations, Financial Analysis, Modeling, SQL, VBA, UK Tax, Australian Tax, Macro Tax Adviser, IFRS, Financial Accounting, Asset Managment, GAAP, Income Tax, Tax Advisory

Education
Kean University   1999 — 2002
BS, Accounting

Certified Public Accountant
New York State

Middlesex County College   1996 — 1999
AAS, Accounting

Richard Cagnetta Richard Cagnetta Greater New York City Area Details
Richard Cagnetta's Untracht Early LLC Experience February 2014 - Present
Job Tax Director at Untracht Early LLC
Industry Investment Management
Experience
Untracht Early LLC   February 2014 - Present
Perry Capital  August 2008 - October 2012
Caxton Associates  March 2003 - July 2008
Ernst & Young  August 1994 - February 2003

Skills
Hedge Funds, Private Equity, Alternative Investments, Fund Of Funds, Financial Analysis, Asset Managment, Tax, Derivatives, Equities, Accounting, Asset Management, Fixed Income, Trading Systems, Valuation, Securities

Education
Fordham University - Graduate School of Business Administration   1992 — 1994
MBA / MS, Professional Accounting / Taxation

University at Albany, SUNY   1986 — 1990
BS, Finance

Sherrell A. Blair Sherrell A. Blair Greater New York City Area Details
Sherrell A. Blair's Untracht Early LLC Experience September 1999 - December 1999
Job Associate Director MRL Finance at Merck
Industry Pharmaceuticals
Experience
Merck  August 2012 - Present
Merck  March 2011 - August 2012
Merck  April 2008 - March 2011
Schering-Plough Pharmaceuticals  September 2005 - April 2008
Thomson Financial  July 2003 - September 2005
Dun & Bradstreet  January 2001 - July 2003
Dun & Bradstreet  April 2000 - January 2001
Health Products Research  December 1999 - April 2000
Untracht Early LLC   September 1999 - December 1999
J.B. Hanauer and Co.   November 1996 - September 1999

Education
Fairleigh Dickinson University   2002 — 2004
MBA, Marketing

Fairleigh Dickinson University   1990 — 1999
BA, Management / Accounting

Julissa M Cruz Julissa M Cruz Greater New York City Area Details
Julissa M Cruz's Untracht Early LLC Experience September 2008 - July 2013
Job Senior Tax Accountant
Industry Accounting
Experience
Untracht Early LLC   September 2008 - July 2013
Rothstein Kass  2005 - 2008
Rothstein Kass & Co. PC   2005 - 2008
chubb  2004 - 2005

Education
Saint Peter's University   2000 — 2004

Len Michielli Len Michielli Greater New York City Area Details
Len Michielli's Untracht Early LLC Experience HR DirectorWiss & Company, LLP1986 - 2003
Job Firm Administrator at Untracht Early LLC
Industry Accounting
Experience
Untracht Early LLC   HR DirectorWiss & Company, LLP1986 - 2003

Skills
Financial Reporting, Corporate Tax, Income Tax, Cash Flow, Tax, Accounting, Assurance, SEC filings, QuickBooks, Account Reconciliation, Financial Accounting, Financial Analysis, Tax Accounting, Payroll, US GAAP, General Ledger, Internal Audit, Bookkeeping, Microsoft Word, Tax Returns, CPA, Forensic Accounting, Sarbanes-Oxley Act, Cost Accounting, Internal Controls, Accountants, Small Business, Trusts, Accounts Receivable, Great Plains Software, Corporate Finance, Tax Preparation, External Audit, GAAP, Auditing, Financial Statements, Business Valuation, Bank Reconciliation, Accounts Payable, Cash Management, Sales Tax, Strategic Financial..., Accruals, Tax Research

Education
The College of New Jersey   1973 — 1977

Andrea (Infante) Nodoro, CPA Andrea (Infante) Nodoro, CPA Greater New York City Area Details
Andrea (Infante) Nodoro, CPA's Untracht Early LLC Experience January 2014 - Present
Job Senior Tax Manager, Untracht Early, LLC
Industry Accounting
Experience
Untracht Early LLC   January 2014 - Present
Untracht Early LLC   January 2013 - January 2014
Ross, Rosenthal & Co   November 2007 - December 2012
The MDE Group, Inc.   November 2000 - November 2007
Deloitte & Touche, LLP   January 1996 - November 2000
Sterling, Nappen & Chavkin   September 1993 - December 1995

Skills
Tax, Accounting, Income Tax, Tax Preparation, Partnership Taxation, CPA, Tax Accounting, Tax Returns, Tax Research

Education
Fairleigh Dickinson University   2011 — 2013
MST, Taxation

Seton Hall University   1993 — 1995
MBA, Accounting

Villanova University   1989 — 1993
BA, Psychology

Aamir Hasan Aamir Hasan Greater New York City Area Details
Aamir Hasan's Untracht Early LLC Experience July 2014 - August 2014
Job Alternative Investments at KPMG
Industry Accounting
Experience
KPMG  February 2015 - Present
Untracht Early LLC   July 2014 - August 2014
Fairleigh Dickinson University Silberman College of Business  January 2014 - July 2014
Guardian Financial Services   September 2011 - January 2013

Skills
Financial Accounting, Accounting, Analysis, Asset Allocation, Macroeconomics, Microeconomics, Data Analysis, Economics

Education
Fairleigh Dickinson University-Florham Campus   2013 — 2014
Master's Degree, Accounting

Rutgers, The State University of New Jersey - Rutgers Business School
Bachelor's Degree, Economics

Jigar Mahiji Jigar Mahiji Greater New York City Area Details
Jigar Mahiji's Untracht Early LLC Experience January 2009 - January 2012
Job Senior Tax Analyst at Johnson & Johnson
Industry Accounting
Experience
Johnson & Johnson  June 2015 - Present
Credit Suisse  April 2012 - June 2015
Untracht Early LLC   January 2009 - January 2012
Rothstein Kass  October 2007 - December 2008
Citi  2005 - 2007

Skills
Accounting, Tax, Account Reconciliation, Financial Analysis, Tax Preparation, Corporate Tax, Partnership Taxation, Financial Statements, GAAP, Income Tax, GoSystems, Tax Returns, US GAAP, Tax Accounting, CPA, Auditing, Financial Reporting

Education
Rutgers, The State University of New Jersey-New Brunswick   2007 — 2009
MAccy, Financial Accounting

Rutgers, The State University of New Jersey-Newark   2003 — 2007
Bachelors of Science, Accounting

Ryan S. Curran, CPA Ryan S. Curran, CPA Greater New York City Area Details
Ryan S. Curran, CPA's Untracht Early LLC Experience August 2010 - May 2011
Job Principal at Curran LLP
Industry Accounting
Experience
Curran LLP   August 2013 - Present
Hanini Group   August 2012 - Present
Marks Paneth & Shron LLP  June 2011 - August 2012
Untracht Early LLC   August 2010 - May 2011
Sax Macy Fromm & Co  September 2007 - August 2010
Deloitte  June 2007 - August 2007

Skills
Microsoft Office, Quickbooks, Financial Reporting, Financial Modeling, Financial Analysis, QuickBooks, Accounting, Auditing, Corporate Tax, Tax Accounting, Finance, Financial Statements, Cash Flow, CPA, Tax Preparation, Assurance

Education
Rutgers University School of Law - Newark   2012 — 2016
JD, Taxation / Real Estate / Transactions

Rutgers Business School   2006 — 2008
BS, Accounting / Finance

New Jersey Institute of Technology   2003 — 2005

Rebecca Perreault-Alicea Rebecca Perreault-Alicea Greater New York City Area Details
Rebecca Perreault-Alicea's Untracht Early LLC Experience July 2015 - Present
Job Tax Manager at Deloitte Tax LLP
Industry Law Practice
Experience
Untracht Early LLC   July 2015 - Present
Deloitte Tax LLP  October 2006 - June 2015

Skills
Tax Law, Tax, Legal Research, Legal Writing, Tax Advisory, Tax Research, Tax Accounting, Westlaw, Private Equity

Education
Villanova University School of Law   2005 — 2006
LLM

Quinnipiac University School of Law   2002 — 2005
Juris Doctorate

University of Tampa   1998 — 2002
B.A.

Luke Rendine, CPA Luke Rendine, CPA Greater New York City Area Details
Luke Rendine, CPA's Untracht Early LLC Experience July 2014 - Present
Job Tax Manager at Untracht Early LLC
Industry Accounting
Experience
Untracht Early LLC   July 2014 - Present
Untracht Early LLC   July 2011 - June 2014
Untracht Early LLC   2009 - 2011
Untracht Early LLC   September 2006 - September 2009

Skills
Partnership Taxation, Tax Preparation, Accounting, Income Tax, CPA, Tax Accounting

Education
Lebanon Valley College   2002 — 2006
BS, Business Administration & Accounting

Jomil Guerrero Jomil Guerrero Greater New York City Area Details
Jomil Guerrero's Untracht Early LLC Experience August 2001 - June 2004
Job Corporate Vice President at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company  January 2015 - Present
New York Life Investments  September 2011 - December 2014
The Riverside Company  May 2009 - September 2011
Muirfield Capital Management  June 2004 - May 2009
Untracht Early LLC   August 2001 - June 2004

Education
University of Central Florida   1994 — 1998
BS, Accounting

Rhoda Lee Rhoda Lee Greater New York City Area Details
Rhoda Lee's Untracht Early LLC Experience August 2015 - Present
Job Client Service Accountant at Untracht Early LLC
Industry Security and Investigations
Experience
Untracht Early LLC   August 2015 - Present
McRoberts Protective Agency, Inc  January 2010 - July 2015
McRoberts Protective Agency, Inc.   May 2006 - December 2013
McRoberts Protective Agency, Inc  September 2005 - January 2010
McRoberts Protective Agency, Inc  September 2005 - October 2005

Skills
Accounts Payable, Accounts Receivable, Payroll, Sales Tax, Payroll Taxes, ADP Payroll, Supervisory Skills, Accounting, Great Plains Software, Accruals, Benefits Administration, Bank Reconciliation

Education
Berkeley College   2003 — 2006
Bachelor's Degree, Accounting, GPA: 3.858 Magna Cum Laude

Yetty Handayani, CPA Yetty Handayani, CPA Greater New York City Area Details
Yetty Handayani, CPA's Untracht Early LLC Experience May 2015 - Present
Job Experienced Accountant
Industry Accounting
Experience
Untracht Early LLC   May 2015 - Present
LT Apparel Group  July 2013 - May 2015
N. Cheng & Co., P.C.   March 2010 - July 2013
Institute of International Education  June 2009 - August 2009
Food Bank For New York City  January 2006 - April 2009
Brooklyn Public Library  October 2004 - July 2006

Skills
QuickBooks, Account Reconciliation, Financial Statements, Accounting, GAAP, Microsoft Excel, Journal Entries, Microsoft Office, Outlook, Financial Reporting, Microsoft Word, Analysis, PowerPoint, Intacct, Consolidated Financial..., Foreign Exchange, English, Microsoft Dynamics SL, Tax, Sales Tax, Intercompany..., General Ledger

Education
City University of New York-Baruch College - Zicklin School of Business   2008 — 2009
MS, Accountancy

University of Derby   2002 — 2003
Bachelor of Arts, Business Administration concentrating in Accounting, Finance, and Marketing

Joseph Lakata Joseph Lakata Greater New York City Area Details
Joseph Lakata's Untracht Early LLC Experience 2000 - 2001
Job Financial Services Professional
Industry Financial Services
Experience
D & M Holdings DENON   2003 - 2009
Collinson Brothers   2001 - 2003
Untracht Early LLC   2000 - 2001
Kawasaki "K" Line America   1993 - 2000
Benz/AEG   1989 - 1993

Education
Pace University
MBA, Taxation

Saint Peter's University
BS, Economics/Mathematics

Sammi Ma Sammi Ma Greater New York City Area Details
Sammi Ma's Untracht Early LLC Experience August 2014 - Present
Job Tax Staff at Untracht Early LLC
Industry Accounting
Experience
Untracht Early LLC   August 2014 - Present
Kevin P. Suszko, CPA, PC   March 2010 - July 2014
Seton Hall University  January 2008 - May 2010
Pan-China Certified Public Accountants   June 2009 - August 2009

Skills
Microsoft Excel, Data Analysis, Microsoft Office, Analysis, Financial Reporting, Financial Analysis, Accounting, Tax, QuickBooks, US GAAP, PowerPoint, Financial Accounting

Education
Seton Hall University   2008 — 2010
Master of Science (M.S.), Taxation

Seton Hall University   2006 — 2008
Master of Science (M.S.), Accounting

Macao Polytechnic Institute   2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting and Finance

Marina Margarucci, CPA Marina Margarucci, CPA Greater New York City Area Details
Marina Margarucci, CPA's Untracht Early LLC Experience August 2012 - June 2014
Job Senior Accountant at Tailwind Capital
Industry Financial Services
Experience
Tailwind Capital  June 2015 - Present
Integro Insurance Brokers  June 2014 - June 2015
Untracht Early LLC   August 2012 - June 2014
Capital Access Network, Inc.   February 2011 - August 2012
BNY Mellon  June 2009 - June 2010
Columbia Bank New Jersey  December 2007 - August 2008

Skills
Accounting, Financial Analysis, Financial Reporting, Auditing, QuickBooks, Microsoft Excel, Financial Modeling, Access, Corporate Finance, Banking, Budgets, Analysis, PowerPoint, Microsoft Office, Financial Services, Credit, Fund Accounting, Loans, Fund Of Funds, Financial Statements, General Ledger, GAAP, Sarbanes-Oxley Act, Internal Controls, US GAAP

Education
Rutgers, The State University of New Jersey - Rutgers Business School   2010 — 2011
Masters in Financial Accounting

Rutgers, The State University of New Jersey - Rutgers Business School   2006 — 2010
Bachelor of Science (BS), Accounting

Raquel Arrechea Raquel Arrechea Greater New York City Area Details
Raquel Arrechea's Untracht Early LLC Experience January 2001 - Present
Job CPA and Senior Tax Manager at Untracht Early LLC
Industry Accounting
Experience
Untracht Early LLC   January 2001 - Present
PricewaterhouseCoopers  1991 - 1993

Skills
Tax, Partnership Taxation, Tax Preparation, Income Tax, Financial Reporting, Accounting, Tax Accounting, IRS, International Tax, Tax Research, Tax Returns, CPA, ProSystem fx Tax, Internal Controls

Education
NYU Stern School of Business   1987 — 1991
BS, Accounting

Fairleigh Dickinson University
MS, Taxation

Fairleigh Dickinson University
Financial Planning and Services

Suzy Lee Suzy Lee Greater New York City Area Details
Suzy Lee's Untracht Early LLC Experience January 2015 - Present
Job Senior Tax Manager at Untracht Early LLC
Industry Accounting
Experience
Untracht Early LLC   January 2015 - Present
PricewaterhouseCoopers  July 2000 - December 2014
CIT  November 1998 - June 2000

Skills
Tax, Corporate Tax, Accounting, Tax Advisory, Private Equity, Financial Reporting, Financial Services, Tax Accounting, GAAP, Hedge Funds, Commodity Futures, Broker-Dealer Compliance, International Tax

Education
Seton Hall University   1998 — 2001
MS, Taxation

Sandra Grochola Sandra Grochola Greater New York City Area Details
Sandra Grochola's Untracht Early LLC Experience July 2015 - Present
Job Senior Tax Accountant at Untracht Early LLC
Industry Accounting
Experience
Untracht Early LLC   July 2015 - Present
PricewaterhouseCoopers  November 2010 - June 2015

Skills
CPA, Auditing, Corporate Tax, Accounting, Tax Preparation

Education
Northeastern University   2010 — 2010
MSA

Northeastern University   2006 — 2010
BSBA, Accounting and Finance

Peter Larkin, CPA, MBA Peter Larkin, CPA, MBA Greater New York City Area Details
Peter Larkin, CPA, MBA's Untracht Early LLC Experience June 2009 - August 2009
Job Senior Tax Associate at PwC
Industry Accounting
Experience
PwC  October 2011 - Present
Retail Solutions, Inc  October 2010 - June 2011
Providence College  June 2010 - June 2011
Untracht Early LLC   June 2009 - August 2009
Credit Suisse  June 2007 - August 2007

Skills
Microsoft Office, Microsoft Excel, Analysis, Customer Service, Social Media, Tax, Facebook, Public Speaking, Data Analysis, PowerPoint, Financial Reporting

Education
Providence College   2006 — 2011
B.S. & MBA, Accountancy

Seton Hall Preparatory School   2002 — 2006

Andreas Savva Andreas Savva Greater New York City Area Details
Andreas Savva's Untracht Early LLC Experience August 2011 - November 2011
Job Senior Accountant at Farkouh, Furman & Faccio
Industry Accounting
Experience
Farkouh, Furman & Faccio   October 2013 - Present
Deloitte & Touche LLP  November 2011 - August 2013
Untracht Early LLC   August 2011 - November 2011
Untracht Early LLC   September 2006 - July 2011
M.D Oppenheim   September 2004 - September 2006

Skills
Bilingual, Accounting, Auditing, Hedge Funds, Financial Statements, Tax Preparation, Assurance, Partnership Taxation, Financial Reporting, QuickBooks

Education
Kean University   1998 — 2004
MS, Accounting

Kean University   1998 — 2004
BS & MS, Accounting

Kashanna Johnson Kashanna Johnson Greater New York City Area Details
Kashanna Johnson's Untracht Early LLC Experience August 2002 - Present
Job Family Office Associate at Untracht Early LLC
Industry Accounting
Experience
Untracht Early LLC   August 2002 - Present

Education
Kean University   2015 — 2017
Business Administration and Management, General

Rob Valerio, CPA Rob Valerio, CPA Greater New York City Area Details
Rob Valerio, CPA's Untracht Early LLC Experience 1996 - 1996
Job Senior Director, Fleet Planning at Hertz Equipment Rental
Industry Construction
Experience
Hertz Equipment Rental  September 2011 - Present
Hertz Equipment Rental  2008 - September 2011
Hertz Equipment Rental  2000 - 2007
Hertz Equipment Rental  1999 - 2000
Rifkin & Company, CPAs   1996 - 1999
Untracht Early LLC   1996 - 1996
Enterprise Rent-A-Car  1994 - 1995

Education
Rutgers, The State University of New Jersey - Rutgers Business School
BS, Accounting

Heath Standorf Heath Standorf New York, New York Details
Heath Standorf's Untracht Early LLC Experience August 2012 - April 2013
Job Financial Planner at Goldman Sachs Family Office
Industry Financial Services
Experience
Ayco, a Goldman Sachs Company  April 2013 - Present
Untracht Early LLC   August 2012 - April 2013
Untracht Early LLC   January 2010 - August 2012
Mosaic Wealth Management Group, Inc  August 2009 - December 2009

Skills
Tax Planning, Tax Preparation, Tax, Income Tax, Financial Planning, Estate Planning, Partnership Taxation, Tax Returns, Accounting, Financial Reporting, QuickBooks, Bank Reconciliation, Bookkeeping, Account Reconciliation, Financial Analysis, Trusts, Microsoft Excel, ProSystem fx Tax, CCH Intelliconnect

Education
University of Central Florida   2009 — 2010
Master of Science (M.S.), Accounting

University of Central Florida   2006 — 2009
Bachelor of Science (B.S.), Accounting

Carol Helm Carol Helm Bloomfield, New Jersey Details
Carol Helm's Untracht Early LLC Experience 2005 - 2009
Job Accounting Professional
Industry Accounting
Experience
Untracht Early LLC   2005 - 2009

Education
Hohokus School-RETS Nutley   2012 — 2012
Diploma, Computer Accounting/Medical Biller/Coder, B

Rob Petrella, CPA Rob Petrella, CPA Jersey City, New Jersey Details
Rob Petrella, CPA's Untracht Early LLC Experience November 2012 - Present
Job Senior Accountant at Untracht Early LLC
Industry Accounting
Experience
Untracht Early LLC   November 2012 - Present

Skills
Auditing, Bookkeeping, Tax Preparation, Social Skills, Microsoft Office, Financial Reporting, Partnership Taxation, ProSystem fx Tax, ProSystem fx Engagement, QuickBooks, Hedge Funds, Private Equity

Education
Loyola University Maryland   2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting