Walsh, Jastrem & Browne, LLP
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Walsh, Jastrem & Browne, LLP Employees
Employee
Years
Job
Industry
Daniel Kissane Daniel Kissane's Walsh, Jastrem & Browne, LLP Experience September 2012 - April 2014
Job Senior Tax Accountant at Textron
Industry Accounting
Experience
Textron April 2014 - Present
Walsh, Jastrem & Browne, LLP September 2012 - April 2014
Digital Federal Credit Union May 2009 - May 2012
CVS Pharmacy November 2006 - March 2012
TJX May 2011 - September 2011
TJX 2007 - 2008
Skills
Microsoft Office, Accounting, Analytical Techniques, Business Communications, Accounting Procedures, Checkpoint, Oracle, Excel, PowerPoint, Access, Word, Microsoft Word, Microsoft Excel, Spreadsheets, General Ledger, QuickBooks
Education
Benedictine University 2012 — 2013
Master of Business Administration (M.B.A.), Accounting, Graduate Student
Bryant University 2008 — 2012
Bachelor of Science (BS), Accounting
Assabet Valley Regional Technical School 2004 — 2008
High School Diploma, Business Technology
Textron April 2014 - Present
Walsh, Jastrem & Browne, LLP September 2012 - April 2014
Digital Federal Credit Union May 2009 - May 2012
CVS Pharmacy November 2006 - March 2012
TJX May 2011 - September 2011
TJX 2007 - 2008
Skills
Microsoft Office, Accounting, Analytical Techniques, Business Communications, Accounting Procedures, Checkpoint, Oracle, Excel, PowerPoint, Access, Word, Microsoft Word, Microsoft Excel, Spreadsheets, General Ledger, QuickBooks
Education
Benedictine University 2012 — 2013
Master of Business Administration (M.B.A.), Accounting, Graduate Student
Bryant University 2008 — 2012
Bachelor of Science (BS), Accounting
Assabet Valley Regional Technical School 2004 — 2008
High School Diploma, Business Technology
Brittany (Cavalear) Davis-Cooke Brittany (Cavalear) Davis-Cooke's Walsh, Jastrem & Browne, LLP Experience February 2013 - Present
Job Administrator at Walsh, Jastrem & Browne, LLP
Industry Marketing and Advertising
Experience
Walsh, Jastrem & Browne, LLP February 2013 - Present
Highland Mountain June 2011 - October 2011
Stoneham Community Child Care Center June 2005 - January 2008
Skills
Marketing, Microsoft Office, Social Media Marketing, Social Media, Facebook, PowerPoint, Email Marketing, Time Management, Marketing Communications, Market Research, Customer Service, Microsoft Excel, SEO, Microsoft Word, Online Advertising, Marketing Strategy, Event Planning, SPSS, Event Management
Education
University of Massachusetts Dartmouth 2007 — 2011
Bachelor of Science, Marketing
Walsh, Jastrem & Browne, LLP February 2013 - Present
Highland Mountain June 2011 - October 2011
Stoneham Community Child Care Center June 2005 - January 2008
Skills
Marketing, Microsoft Office, Social Media Marketing, Social Media, Facebook, PowerPoint, Email Marketing, Time Management, Marketing Communications, Market Research, Customer Service, Microsoft Excel, SEO, Microsoft Word, Online Advertising, Marketing Strategy, Event Planning, SPSS, Event Management
Education
University of Massachusetts Dartmouth 2007 — 2011
Bachelor of Science, Marketing
Nicholas Ensko Nicholas Ensko's Walsh, Jastrem & Browne, LLP Experience January 2011 - April 2011
Job Senior Accountant at WithumSmith + Brown, PC
Industry Accounting
Experience
WithumSmith+Brown September 2011 - Present
Johnson & Wales University August 2010 - May 2012
United States Army Institute of Environmental Medicine (USARIEM) May 2011 - August 2011
Walsh, Jastrem & Browne, LLP January 2011 - April 2011
Natick Soldier System Center May 2010 - August 2010
Johnson & Wales University August 2009 - May 2010
Market Basket September 2003 - January 2010
US Army (USARIEM) May 2009 - August 2009
Johnson & Wales University August 2008 - May 2009
US Army (USARIEM) May 2008 - August 2008
Skills
Accounting, Budgets, Human Resources, Tax, Time Management, Auditing, Microsoft Word, Teamwork, Training, Microsoft Office, Customer Service, QuickBooks, Microsoft Excel, Access, Data Entry, Accounts Payable, Payroll, Financial Accounting, Financial Reporting, Outlook, PowerPoint, General Ledger, Financial Statements, GAAP, Tax Preparation, US GAAP, Tax Returns, Income Tax, Spreadsheets, Analysis, SEC filings, Bookkeeping, Corporate Tax, Accounts Receivable, Account Reconciliation, Leadership, Bank Reconciliation, Journal Entries, Tax Research, Partnership Taxation, Team Leadership, Cash Flow, Tax Accounting, Sales Tax, Fixed Assets, Balance, Accruals, Cash Management, Finance, Goal Oriented
Education
Johnson & Wales University 2010 — 2012
Masters of Business Administration, Global Business Leadership, Enhanced Accounting Program
Johnson and Wales University 2007 — 2010
Bachelor of Science; Associate of Science; Bachelor's, Accounting
WithumSmith+Brown September 2011 - Present
Johnson & Wales University August 2010 - May 2012
United States Army Institute of Environmental Medicine (USARIEM) May 2011 - August 2011
Walsh, Jastrem & Browne, LLP January 2011 - April 2011
Natick Soldier System Center May 2010 - August 2010
Johnson & Wales University August 2009 - May 2010
Market Basket September 2003 - January 2010
US Army (USARIEM) May 2009 - August 2009
Johnson & Wales University August 2008 - May 2009
US Army (USARIEM) May 2008 - August 2008
Skills
Accounting, Budgets, Human Resources, Tax, Time Management, Auditing, Microsoft Word, Teamwork, Training, Microsoft Office, Customer Service, QuickBooks, Microsoft Excel, Access, Data Entry, Accounts Payable, Payroll, Financial Accounting, Financial Reporting, Outlook, PowerPoint, General Ledger, Financial Statements, GAAP, Tax Preparation, US GAAP, Tax Returns, Income Tax, Spreadsheets, Analysis, SEC filings, Bookkeeping, Corporate Tax, Accounts Receivable, Account Reconciliation, Leadership, Bank Reconciliation, Journal Entries, Tax Research, Partnership Taxation, Team Leadership, Cash Flow, Tax Accounting, Sales Tax, Fixed Assets, Balance, Accruals, Cash Management, Finance, Goal Oriented
Education
Johnson & Wales University 2010 — 2012
Masters of Business Administration, Global Business Leadership, Enhanced Accounting Program
Johnson and Wales University 2007 — 2010
Bachelor of Science; Associate of Science; Bachelor's, Accounting
Benjamin Besse Benjamin Besse's Walsh, Jastrem & Browne, LLP Experience 2011 - 2011
Job Sr. Business Analyst at Boston Scientific
Industry Biotechnology
Experience
Boston Scientific March 2014 - Present
Federal Trade Commission March 2012 - December 2013
College & Cook Magazine, LLC 2011 - 2013
Town of Wenham, Massachusetts 2012 - 2012
Walsh, Jastrem & Browne, LLP 2011 - 2011
Claudia J. Worth, CPA 2010 - 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Access, Research, Accounting, Spanish, Nonprofits, Data Analysis, Public Speaking, Analysis, Statistics, Market Research, SPSS
Education
The George Washington University - School of Business
Bachelor of Business Administration, Finance
Boston Scientific March 2014 - Present
Federal Trade Commission March 2012 - December 2013
College & Cook Magazine, LLC 2011 - 2013
Town of Wenham, Massachusetts 2012 - 2012
Walsh, Jastrem & Browne, LLP 2011 - 2011
Claudia J. Worth, CPA 2010 - 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Access, Research, Accounting, Spanish, Nonprofits, Data Analysis, Public Speaking, Analysis, Statistics, Market Research, SPSS
Education
The George Washington University - School of Business
Bachelor of Business Administration, Finance
John D'Agostino, CPA John D'Agostino, CPA's Walsh, Jastrem & Browne, LLP Experience August 2009 - July 2010
Job Senior Analyst at Ernst & Young
Industry Financial Services
Experience
Ernst & Young August 2012 - Present
Santander Bank, N.A. 2015 - 2015
Santander Bank, N.A. 2015 - 2015
Santander Bank, N.A. 2015 - 2015
Bracebridge Capital, LLC 2011 - 2011
Walsh, Jastrem & Browne, LLP August 2009 - July 2010
Grant Thornton 2006 - 2009
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2012
Master of Business Administration (M.B.A.), Finance, General
Isenberg School of Management, UMass Amherst 2002 — 2006
BBA, Accounting
Ernst & Young August 2012 - Present
Santander Bank, N.A. 2015 - 2015
Santander Bank, N.A. 2015 - 2015
Santander Bank, N.A. 2015 - 2015
Bracebridge Capital, LLC 2011 - 2011
Walsh, Jastrem & Browne, LLP August 2009 - July 2010
Grant Thornton 2006 - 2009
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2012
Master of Business Administration (M.B.A.), Finance, General
Isenberg School of Management, UMass Amherst 2002 — 2006
BBA, Accounting
Kimberly Hartford, CPA's Walsh, Jastrem & Browne, LLP Experience February 2009 - June 2011
Job Accounting Manager at Fidelity Investments
Industry Accounting
Experience
Fidelity Investments November 2014 - Present
Fidelity Investments June 2011 - November 2014
Walsh, Jastrem & Browne, LLP February 2009 - June 2011
PricewaterhouseCoopers, LLP September 2007 - January 2009
Skills
Auditing, Financial Reporting, Account Reconciliation, Financial Statements, Internal Controls
Education
Northeastern University
Master of Science, Accounting
University of New Hampshire
Bachelor of Science, Business Administration; Accounting
Fidelity Investments November 2014 - Present
Fidelity Investments June 2011 - November 2014
Walsh, Jastrem & Browne, LLP February 2009 - June 2011
PricewaterhouseCoopers, LLP September 2007 - January 2009
Skills
Auditing, Financial Reporting, Account Reconciliation, Financial Statements, Internal Controls
Education
Northeastern University
Master of Science, Accounting
University of New Hampshire
Bachelor of Science, Business Administration; Accounting
Wilson Yi Wilson Yi's Walsh, Jastrem & Browne, LLP Experience January 2005 - October 2005
Job Client Advisor at RINET Company, LLC
Industry Financial Services
Experience
RINET Company, LLC October 2012 - Present
Gibson Sotheby's International Realty November 2002 - Present
H&R Block December 2008 - April 2014
H&R Block December 2010 - October 2012
American Personnel October 2010 - August 2012
Walsh, Jastrem & Browne, LLP January 2005 - October 2005
Gibson Sotheby's International Realty July 2002 - April 2005
Walsh, Jastrem & Browne, LLP January 2004 - December 2004
MFS Investment Management September 2000 - July 2001
MFS Investment Management July 1998 - August 2000
Skills
Investments, Real Estate, Luxury, Referrals, Relocation, Investment Properties, Condos, Sellers, Finance, Real Estate Financing, Single Family Homes, Property, Investors, Buyer Representation, Buyers, Listings, First Time Home Buyers, New Home Sales, Income Tax, Residential Homes, Selling, Family Office, Financial Markets, Financial Transactions, Retirement Planning, Wealth Accumulation, Wealth Accumulation..., Wealth Preservation..., Wealth Management, Wealth Management..., 401k Rollovers, Alternative Investments, Estate Tax Planning, High Net Worth..., Income Property, Inheritance Tax Planning, Intergenerational..., Investment Advisory, Investment Strategies, Multi-generational..., Multi-generational..., Personal Tax Planning, Retirement Benefits, Retirement Savings, Series 65, Strategic Financial..., Tax-planning, Tax Preparation, Tax Returns
Education
Northeastern University 1990 — 1995
Bachelor of Science in Business Administration, Accounting, Finance and Management
Boston Latin School 1986 — 1990
College Preparatory Program
RINET Company, LLC October 2012 - Present
Gibson Sotheby's International Realty November 2002 - Present
H&R Block December 2008 - April 2014
H&R Block December 2010 - October 2012
American Personnel October 2010 - August 2012
Walsh, Jastrem & Browne, LLP January 2005 - October 2005
Gibson Sotheby's International Realty July 2002 - April 2005
Walsh, Jastrem & Browne, LLP January 2004 - December 2004
MFS Investment Management September 2000 - July 2001
MFS Investment Management July 1998 - August 2000
Skills
Investments, Real Estate, Luxury, Referrals, Relocation, Investment Properties, Condos, Sellers, Finance, Real Estate Financing, Single Family Homes, Property, Investors, Buyer Representation, Buyers, Listings, First Time Home Buyers, New Home Sales, Income Tax, Residential Homes, Selling, Family Office, Financial Markets, Financial Transactions, Retirement Planning, Wealth Accumulation, Wealth Accumulation..., Wealth Preservation..., Wealth Management, Wealth Management..., 401k Rollovers, Alternative Investments, Estate Tax Planning, High Net Worth..., Income Property, Inheritance Tax Planning, Intergenerational..., Investment Advisory, Investment Strategies, Multi-generational..., Multi-generational..., Personal Tax Planning, Retirement Benefits, Retirement Savings, Series 65, Strategic Financial..., Tax-planning, Tax Preparation, Tax Returns
Education
Northeastern University 1990 — 1995
Bachelor of Science in Business Administration, Accounting, Finance and Management
Boston Latin School 1986 — 1990
College Preparatory Program
Kate Sama, CPA's Walsh, Jastrem & Browne, LLP Experience November 2010 - November 2012
Job Vice President at Northern Trust Hedge Fund Services
Industry Financial Services
Experience
Northern Trust Hedge Fund Services September 2013 - Present
Mitchell & Titus, LLP November 2012 - August 2013
Walsh, Jastrem & Browne, LLP November 2010 - November 2012
Grant Thornton August 2008 - November 2010
Grant Thornton August 2006 - August 2008
Grant Thornton October 2004 - August 2006
Skills
Tax, Hedge Funds, CPA, Non-profits, Financial Services, Accounting, Financial Reporting, Auditing, Internal Controls, Financial Accounting, Financial Analysis, US GAAP, General Ledger, SEC filings, Valuation, GAAP
Education
D'Amore-McKim School of Business at Northeastern University 2003 — 2004
MS/MBA, Accounting
Wellesley College 1999 — 2003
BA, Anthropology
Lake Braddock 1996 — 1999
Northern Trust Hedge Fund Services September 2013 - Present
Mitchell & Titus, LLP November 2012 - August 2013
Walsh, Jastrem & Browne, LLP November 2010 - November 2012
Grant Thornton August 2008 - November 2010
Grant Thornton August 2006 - August 2008
Grant Thornton October 2004 - August 2006
Skills
Tax, Hedge Funds, CPA, Non-profits, Financial Services, Accounting, Financial Reporting, Auditing, Internal Controls, Financial Accounting, Financial Analysis, US GAAP, General Ledger, SEC filings, Valuation, GAAP
Education
D'Amore-McKim School of Business at Northeastern University 2003 — 2004
MS/MBA, Accounting
Wellesley College 1999 — 2003
BA, Anthropology
Lake Braddock 1996 — 1999
George Gilpin, CPA's Walsh, Jastrem & Browne, LLP Experience February 2005 - March 2009
Job Bracebridge Capital LLC
Industry Accounting
Experience
Bracebridge Capital LLC March 2009 - Present
Walsh, Jastrem & Browne, LLP February 2005 - March 2009
Speaker DiMasi Victory Fund September 2004 - December 2004
Speaker Finneran House Victory Fund February 2004 - September 2004
Massachusetts House of Representatives 2001 - 2004
Skills
Finance, Hedge Funds, Public Policy, Legislative Relations, Securities, Financial Reporting, Financial Analysis, Tax, Alternative Investments, Accounting, Due Diligence, Financial Modeling, Valuation, Mutual Funds
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2005
Master of Science in Accountancy
Merrimack College 1996 — 2001
Bachelor of Arts, Political Science
Bracebridge Capital LLC March 2009 - Present
Walsh, Jastrem & Browne, LLP February 2005 - March 2009
Speaker DiMasi Victory Fund September 2004 - December 2004
Speaker Finneran House Victory Fund February 2004 - September 2004
Massachusetts House of Representatives 2001 - 2004
Skills
Finance, Hedge Funds, Public Policy, Legislative Relations, Securities, Financial Reporting, Financial Analysis, Tax, Alternative Investments, Accounting, Due Diligence, Financial Modeling, Valuation, Mutual Funds
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2004 — 2005
Master of Science in Accountancy
Merrimack College 1996 — 2001
Bachelor of Arts, Political Science
Michelle (McCarrick) Currie's Walsh, Jastrem & Browne, LLP Experience January 2013 - September 2014
Job Fund Accountant at Parthenon Capital Partners
Industry Accounting
Experience
Parthenon Capital September 2014 - Present
Walsh, Jastrem & Browne, LLP January 2013 - September 2014
Walsh, Jastrem & Browne, LLP December 2004 - December 2012
The Commonwealth of Massachusetts May 2003 - December 2004
The Finneran Committee January 2002 - May 2003
Skills
Tax, Tax Preparation, Bookkeeping, Tax Returns, Accounting, Auditing, Human Resources, Financial Reporting, Office Management, Financial Analysis, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office
Education
Bridgewater State College 2011 — 2016
Master’s Degree, Accounting
Roger Williams University 1997 — 2001
B.A., English Literature
Boston Latin School 1991 — 1997
Diploma
Parthenon Capital September 2014 - Present
Walsh, Jastrem & Browne, LLP January 2013 - September 2014
Walsh, Jastrem & Browne, LLP December 2004 - December 2012
The Commonwealth of Massachusetts May 2003 - December 2004
The Finneran Committee January 2002 - May 2003
Skills
Tax, Tax Preparation, Bookkeeping, Tax Returns, Accounting, Auditing, Human Resources, Financial Reporting, Office Management, Financial Analysis, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office
Education
Bridgewater State College 2011 — 2016
Master’s Degree, Accounting
Roger Williams University 1997 — 2001
B.A., English Literature
Boston Latin School 1991 — 1997
Diploma
David Caruso, CPA's Walsh, Jastrem & Browne, LLP Experience January 2012 - June 2013
Job Associate, Operations and Reporting at Arrowstreet Capital
Industry Accounting
Experience
Arrowstreet Capital June 2013 - Present
Walsh, Jastrem & Browne, LLP January 2012 - June 2013
Walsh, Jastrem & Browne, LLP February 2007 - January 2012
Putnam Investments August 2005 - January 2007
Skills
CPA, Tax, Partnership Taxation, Auditing, Hedge Funds, Fund Of Funds, ProSystem fx Tax, Financial Statements
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2008
Masters, Accountancy
Bridgewater State College 2003 — 2007
Bachelors, Accounting
Arrowstreet Capital June 2013 - Present
Walsh, Jastrem & Browne, LLP January 2012 - June 2013
Walsh, Jastrem & Browne, LLP February 2007 - January 2012
Putnam Investments August 2005 - January 2007
Skills
CPA, Tax, Partnership Taxation, Auditing, Hedge Funds, Fund Of Funds, ProSystem fx Tax, Financial Statements
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2007 — 2008
Masters, Accountancy
Bridgewater State College 2003 — 2007
Bachelors, Accounting
Susan (Ferguson) Colella's Walsh, Jastrem & Browne, LLP Experience October 2008 - January 2013
Job Accounting Manager at Michel Associates, Ltd.
Industry Accounting
Experience
Michel Associates, Ltd. June 2015 - Present
Michel Associates, Ltd. October 2013 - June 2015
Hartnett & Company January 2013 - September 2013
Walsh, Jastrem & Browne, LLP October 2008 - January 2013
Augustinian Volunteers August 2007 - June 2008
The Savings Bank - TSB May 2005 - July 2007
Skills
Auditing, Hedge Funds, Microsoft Word, Accounting, Tax, Microsoft Excel, Corporate Tax, Investments, Excel, Word, General Ledger, Financial Analysis, QuickBooks, Financial Reporting, SEC filings, CPA
Education
Southern New Hampshire University 2011 — 2015
Master of Science (MS)
Merrimack College 2003 — 2007
B.S.
Michel Associates, Ltd. June 2015 - Present
Michel Associates, Ltd. October 2013 - June 2015
Hartnett & Company January 2013 - September 2013
Walsh, Jastrem & Browne, LLP October 2008 - January 2013
Augustinian Volunteers August 2007 - June 2008
The Savings Bank - TSB May 2005 - July 2007
Skills
Auditing, Hedge Funds, Microsoft Word, Accounting, Tax, Microsoft Excel, Corporate Tax, Investments, Excel, Word, General Ledger, Financial Analysis, QuickBooks, Financial Reporting, SEC filings, CPA
Education
Southern New Hampshire University 2011 — 2015
Master of Science (MS)
Merrimack College 2003 — 2007
B.S.
Jessica Feener's Walsh, Jastrem & Browne, LLP Experience January 2007 - Present
Job Senior Accountant at Walsh, Jastrem & Browne, LLP
Industry Accounting
Experience
Walsh, Jastrem & Browne, LLP January 2007 - Present
Skills
Tax, Accounting, Bank Reconciliation, Tax Preparation, GAAP, Auditing, Financial Analysis, Corporate Tax, General Ledger, Partnership Taxation, CPA, Tax Returns, Management, Financial Reporting, Microsoft Word
Education
Salem State University 2005 — 2008
Certificate, Accounting
Merrimack College 2000 — 2004
Bachelor's, Economics
Walsh, Jastrem & Browne, LLP January 2007 - Present
Skills
Tax, Accounting, Bank Reconciliation, Tax Preparation, GAAP, Auditing, Financial Analysis, Corporate Tax, General Ledger, Partnership Taxation, CPA, Tax Returns, Management, Financial Reporting, Microsoft Word
Education
Salem State University 2005 — 2008
Certificate, Accounting
Merrimack College 2000 — 2004
Bachelor's, Economics
Elisa McAndrew's Walsh, Jastrem & Browne, LLP Experience 2001 - 2003
Job Senior Accountant at ACIS
Industry Leisure, Travel & Tourism
Experience
ACIS May 2003 - Present
Walsh, Jastrem & Browne, LLP 2001 - 2003
Grant Thornton LLP 2000 - 2001
Skills
Excel, Word, ADP Payroll, Paychex, Quickbooks, Access, Accpac, Great Plains Software, Cash-Pro Banking..., Outlook, QuickBooks, Auditing, Microsoft Word, Accounting, Account Reconciliation, Microsoft Excel, General Ledger, Social Media, Accounts Payable, Payroll, Financial Reporting
Education
Suffolk University 1997 — 2000
Bachelor's degree, Accounting, 3.48
Onteora High School
ACIS May 2003 - Present
Walsh, Jastrem & Browne, LLP 2001 - 2003
Grant Thornton LLP 2000 - 2001
Skills
Excel, Word, ADP Payroll, Paychex, Quickbooks, Access, Accpac, Great Plains Software, Cash-Pro Banking..., Outlook, QuickBooks, Auditing, Microsoft Word, Accounting, Account Reconciliation, Microsoft Excel, General Ledger, Social Media, Accounts Payable, Payroll, Financial Reporting
Education
Suffolk University 1997 — 2000
Bachelor's degree, Accounting, 3.48
Onteora High School
Sara (Green) Crozier, CPA's Walsh, Jastrem & Browne, LLP Experience December 2009 - March 2015
Job Supervisor at WithumSmith+Brown
Industry Accounting
Experience
WithumSmith+Brown December 2009 - Present
Walsh, Jastrem & Browne, LLP December 2009 - March 2015
Deloitte Tax, LLP January 2006 - May 2009
Skills
Corporate Tax, Tax Research, CPA, Tax Preparation, High Net Worth..., Microsoft Office, CCH ProSystem fx, Multi-state tax returns, Presentation Preparation, Trusts, Estates, Partnerships, RIA
Education
Bentley University
Master of Science, Taxation
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2006
Masters of Science, Accountancy
Bentley University 2002 — 2005
Bachelor's of Science, Accounting Information Systems
Crittenden County High School 1998 — 2001
WithumSmith+Brown December 2009 - Present
Walsh, Jastrem & Browne, LLP December 2009 - March 2015
Deloitte Tax, LLP January 2006 - May 2009
Skills
Corporate Tax, Tax Research, CPA, Tax Preparation, High Net Worth..., Microsoft Office, CCH ProSystem fx, Multi-state tax returns, Presentation Preparation, Trusts, Estates, Partnerships, RIA
Education
Bentley University
Master of Science, Taxation
Bentley College - Elkin B. McCallum Graduate School of Business 2005 — 2006
Masters of Science, Accountancy
Bentley University 2002 — 2005
Bachelor's of Science, Accounting Information Systems
Crittenden County High School 1998 — 2001
Evan Goetjen's Walsh, Jastrem & Browne, LLP Experience January 2013 - April 2013
Job Associate at CohnReznick LLP
Industry Accounting
Experience
CohnReznick LLP December 2013 - Present
Walsh, Jastrem & Browne, LLP January 2013 - April 2013
Westford Real Estate Management, LLC May 2011 - August 2011
simsbury crew June 2008 - July 2009
Skills
Accounting, Microsoft Excel, PowerPoint, ProSystem fx Tax, General Ledger, Financial Statements, CCH Research, audit, Tax
Education
Bentley University 2012 — 2013
Master of Science in Accounting, Accounting, Graduate Student
Roger Williams University 2008 — 2012
Bachelor of Science (B.S.), Accounting, Graduated
CohnReznick LLP December 2013 - Present
Walsh, Jastrem & Browne, LLP January 2013 - April 2013
Westford Real Estate Management, LLC May 2011 - August 2011
simsbury crew June 2008 - July 2009
Skills
Accounting, Microsoft Excel, PowerPoint, ProSystem fx Tax, General Ledger, Financial Statements, CCH Research, audit, Tax
Education
Bentley University 2012 — 2013
Master of Science in Accounting, Accounting, Graduate Student
Roger Williams University 2008 — 2012
Bachelor of Science (B.S.), Accounting, Graduated
Jim Koopman's Walsh, Jastrem & Browne, LLP Experience November 2006 - November 2007
Job Assistant Controller at Parthenon Capital Partners
Industry Venture Capital & Private Equity
Experience
Parthenon Capital January 2011 - Present
Parthenon Capital November 2007 - December 2010
Walsh, Jastrem & Browne, LLP November 2006 - November 2007
MFS Investment Management January 2006 - October 2006
MFS Investment Management November 2003 - December 2005
State Street January 2000 - October 2003
Skills
Accounting, Financial Analysis, Financial Reporting
Education
University of Massachusetts Boston 2010 — 2012
MS, Accounting
University of Massachusetts Boston 1994 — 1998
BS, Management/Accounting
Braintree High School 1990 — 1994
Parthenon Capital January 2011 - Present
Parthenon Capital November 2007 - December 2010
Walsh, Jastrem & Browne, LLP November 2006 - November 2007
MFS Investment Management January 2006 - October 2006
MFS Investment Management November 2003 - December 2005
State Street January 2000 - October 2003
Skills
Accounting, Financial Analysis, Financial Reporting
Education
University of Massachusetts Boston 2010 — 2012
MS, Accounting
University of Massachusetts Boston 1994 — 1998
BS, Management/Accounting
Braintree High School 1990 — 1994
Brian Headley, CPA's Walsh, Jastrem & Browne, LLP Experience January 2013 - December 2014
Job
Industry Accounting
Experience
GW & Wade, LLC December 2014 - Present
Walsh, Jastrem & Browne, LLP January 2013 - December 2014
Walsh, Jastrem & Browne, LLP 2009 - 2012
Parent, McLaughlin & Nangle, CPAs 2005 - 2009
Skills
Accounting, Tax Returns, Hedge Funds, Audit, GAAP, Financial Reporting, CPA
Education
Northeastern University 2005 — 2006
MSA, Accounting
College of the Holy Cross 2001 — 2005
BA, Economics-Accounting
GW & Wade, LLC December 2014 - Present
Walsh, Jastrem & Browne, LLP January 2013 - December 2014
Walsh, Jastrem & Browne, LLP 2009 - 2012
Parent, McLaughlin & Nangle, CPAs 2005 - 2009
Skills
Accounting, Tax Returns, Hedge Funds, Audit, GAAP, Financial Reporting, CPA
Education
Northeastern University 2005 — 2006
MSA, Accounting
College of the Holy Cross 2001 — 2005
BA, Economics-Accounting
Steve Yardumian's Walsh, Jastrem & Browne, LLP Experience 2003 - March 2015
Job Partner at WithumSmith+Brown
Industry
Experience
WithumSmith+Brown March 2015 - Present
Walsh, Jastrem & Browne, LLP 2003 - March 2015
H.C. Wainwright & Co. 1997 - 2002
Deloitte 1985 - 1997
Education
Columbia University in the City of New York
BA, Economics
Roxbury Latin School
Rutgers, The State University of New Jersey-Newark
MBA, Accounting
WithumSmith+Brown March 2015 - Present
Walsh, Jastrem & Browne, LLP 2003 - March 2015
H.C. Wainwright & Co. 1997 - 2002
Deloitte 1985 - 1997
Education
Columbia University in the City of New York
BA, Economics
Roxbury Latin School
Rutgers, The State University of New Jersey-Newark
MBA, Accounting