Weiser LLP
Industry: Company
DescriptionFounded: 1921 Subsidiaries: Integrity Consulting Solutions LLC,
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Weiser LLP Employees
Prudential Financial November 2014 - Present
The Siegfried Group, LLP May 2013 - October 2014
Re Sources Usa, Inc c/o Publicis Groupe March 2011 - March 2013
Avis Budget Group October 2007 - April 2011
Weiser LLP January 2005 - October 2007
LSW 2005 - 2005
Skills
Sarbanes-Oxley Act, Financial Reporting, GAAP, Accounting, Auditing, US GAAP, Internal Controls, SEC filings, Financial Accounting, General Ledger, Cash Flow, Finance, Financial Analysis
Education
Rutgers, The State University of New Jersey-Newark 2001 — 2005
Bachelor of Science (BS), Accounting
Baker Tilly Virchow Krause, LLP April 2010 - Present
Weiser LLP October 2005 - April 2010
Lipman, Selznick & Witkowski PA May 1982 - October 2005
Skills
Trusts, Income Tax, Tax, Tax Accounting, High Net Worth..., CPA, Tax Research, Nonprofits, Corporate Tax, Partnership Taxation, Tax Preparation, Tax Returns, ProSystem fx Tax, GAAP, Accounting, US GAAP, Small Business, Financial Reporting
Education
Seton Hall University 1983 — 1986
MS, Taxation
Rutgers, The State University of New Jersey-Newark 1974 — 1979
BS, Accounting
DeVito, Snowden & Co., LLC May 2009 - Present
Friedman LLP August 2008 - May 2009
J.H. Cohn LLP May 2005 - August 2008
The Goodman CPA Group, PLLC December 2004 - May 2005
Weiser LLP January 1998 - December 2004
Rose, Dratch, Dear & Beeferman, P.A. November 1988 - January 1998
Smolin, Lupin & Co., P.A. May 1983 - November 1988
N. Tannenbaum & Co. December 1981 - April 1983
United Way of Union County September 1980 - July 1981
Skills
Tax, Tax Research, Corporate Tax, Tax Preparation, Partnership Taxation, ProSystem fx Tax, Income Tax, Tax Returns, Accounting, GAAP, US GAAP, FIN 48, Auditing, SEC filings, S Corporations, Tax Accounting, Financial Reporting, CPA, Internal Controls, IRS, Mergers & Acquisitions
Education
Fairleigh Dickinson University 1988 — 1994
MS, Taxation
Rutgers, The State University of New Jersey-Newark 1978 — 1980
BA, Accounting
Valuations Consulting October 2014 - Present
Solutionary October 2013 - June 2014
TotalWellness October 2012 - October 2013
Twisplays, Inc. July 2010 - July 2013
Weiser LLP December 2008 - April 2009
Houlihan Lokey December 2005 - December 2007
Fortis Capital 2001 - 2005
Gilat Satellite Networks 1996 - 2001
Skills
Computer Proficiency, Wireless, Network Communications, satellite, valuations, investment banking, commercial banking, Microsoft Office, wind energy, shipping, Hebrew, Analysis, writing, credit, trading, charting, Business Development, Business Strategy, International M&A, International, Valuation, Business Valuation, Venture Capital, Corporate Development, Start-ups, Executive Management, Business Modeling, Private Equity, Commercial Banking, Credit, Investment Banking, Satellite, Shipping, Trading, Wind, Corporate Finance, Finance, Investments, Management, Marketing Strategy, Strategic Planning, Strategy, Strategic Partnerships, Chart
Education
Massachusetts Institute of Technology - Sloan School of Management 1977 — 1981
B.S.
The Dalton High School 1971 — 1977
High School Diploma
Fuentes & Angel CPAs LLC January 2015 - Present
NYSSCPA-Nassau Chapter June 2015 - Present
Lynne M. Fuentes, CPA January 2010 - Present
NYSSCPA-Nassau Chapter June 2014 - May 2015
NYSSCPA-Nassau Chapter June 2013 - May 2014
NYSSCPA-Nassau Chapter June 2012 - May 2013
Jaeckle, Kearney & Lepselter CPA's PC January 2008 - December 2009
Weiser LLP January 1998 - December 2007
Skills
Tax Preparation, CPA, Tax, Accounting, Financial Reporting, Corporate Tax, Microsoft Excel, Tax Accounting, Income Tax, Tax Returns, GAAP, Partnership Taxation, QuickBooks, Tax Research
Education
Hofstra University 1997 — 1998
Bachelor of Business Administration (BBA), Accounting
Holy Trinity
Holy Trinity
Holy Trinity
Frankfurt Kurnit Klein & Selz, PC October 2006 - Present
Herzfeld & Rubin, P.C. December 1999 - October 2006
Weiser, LLP June 1994 - November 1999
Skills
Accounting, Financial Reporting, Payroll, Law Firms Accounting, Income Tax for Attorneys, Employee Benefits, Wealth Management, Employment Law, Tax, Start-ups, Finance, Accounts Receivable, Corporate Law, Litigation, Corporate Governance, General Ledger, Due Diligence, Legal Research, Outlook, Accounts Payable, QuickBooks, Litigation Support
Education
Fordham Gabelli School of Business 1998 — 2001
MBA, Finance
City University of New York-Brooklyn College 1990 — 1994
BS, Accounting
Broadridge November 2011 - Present
Marsh, Inc. November 2007 - November 2011
PricewaterhousCoopers August 2005 - November 2007
Weiser LLP October 2002 - August 2005
J.H. Cohn LLP October 1999 - May 2001
Skills
Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, Finance, US GAAP, Variance Analysis, Financial Modeling, Internal Controls, Accounting, Financial Accounting, GAAP, Hyperion Enterprise, Auditing, Essbase, Managerial Finance, Sarbanes-Oxley, Consolidation, General Ledger, Account Reconciliation, Cash Flow, Process Improvement, Cash Management, SEC Filings, Accounts Receivable, Acquisition Integration, Financial Statements, Management, Corporate Finance, Analysis, Blackline..., Blackline -..., reconci, Bank Reconciliation, recon, G/L Reconciliations, BlackLine
Education
Rutgers, The State University of New Jersey-Newark 1996 — 1999
BS, Accounting
WeiserMazars LLP September 2004 - Present
Weiser LLP December 2001 - September 2004
Education
Binghamton University - School of Management 1996 — 2001
Investment Banking Institute
Wall Street Prep
Robert E. Ransom CPA, PC August 2010 - Present
Weiser LLP 2007 - 2010
Rhodes Group 2002 - 2007
Shields & Company 1997 - 2002
Skills
Due Diligence, Hedge Funds, Mergers & Acquisitions, Auditing, Finance, Mergers, Start-ups, Valuation, SEC Filings, Accounting, Budgets
Education
University of Delaware - Lerner College of Business and Economics
BS, Accounting
Weiss CPA PLLC June 2010 - Present
Weiser LLP January 2007 - May 2010
GinsbergWeiss LLP July 1994 - December 2006
Ginsberg & Grill June 1989 - July 1994
PricewaterhouseCoopers September 1988 - May 1989
Skills
Management, Accounting, GAAP, Due Diligence, Financial Reporting, Auditing, Corporate Tax, Tax, CPA, Internal Controls, Tax Preparation, Income Tax, Tax Accounting, Small Business, Partnership Taxation, Financial Analysis
Education
Pace University-Pleasantville/Briarcliff Campus 1985 — 1988
Bachelor of Business Administration (BBA), Accounting
JNR Development, LLC June 2012 - Present
Orleans Homebuilders November 2000 - October 2011
Price Waterhouse Coopers January 1999 - November 2000
Imowitz Koenig & Co., LLP January 1997 - January 1999
Weiser LLP November 1995 - January 1997
Skills
Budgets, Real Estate, Financial Modeling
Education
Adelphi University
B.B.A, Accounting
Billtrust May 2015 - Present
AmeriHealth Administrators April 2012 - May 2015
Clinical Financial Services July 2009 - September 2011
Buckeye Partners,LP October 2005 - April 2009
Weiser LLP 2003 - 2005
ETS 1998 - 2003
Staten Island University Hospital 1993 - 1998
Loews Corporation 1988 - 1993
Skills
SOX and SSAE16, ERM, Process Improvement, Treasury Management, SOX, Internal Audit, Risk Assessment, Reconciliation, Compliance, Internal Controls, LEAN Six Sigma, Sarbanes-Oxley Act, Financial Reporting, Financial Risk, Auditing, Accounting, Risk Management, Forecasting, External Audit, Account Reconciliation, Enterprise Risk..., IT Audit, Finance, Sarbanes-Oxley, Budgets, Cash Management, COSO, PeopleSoft, Banking, Quality Auditing, CPA, Management, Financial Analysis, Training
Education
Saint John's University - Peter J. Tobin College of Business 1982 — 1986
Bachelor of Science, Accounting
Manhattanville College December 2011 - Present
Schanfield Risk Management Advisors, LLC June 2007 - Present
Sojitz Corporation of America 2006 - 2007
Grant Thornton, LLP 2005 - 2005
Weiser, LLP 2004 - 2004
Itochu International January 2000 - January 2003
PricewaterhouseCoopers, LLP January 1997 - January 1999
Philips Electronics 1996 - 1997
Hoffmann - La Roche Inc January 1990 - January 1995
Altria Group, Inc. (formerly Philip Morris Companies) January 1982 - January 1989
Skills
Risk Management
Education
McGill University 1974 — 1978
MSC, Public Accountancy
Loyola College
Bachelor of Science, Biology/Chemistry
Newark Public Schools February 2012 - Present
Weiser LLP November 2007 - March 2009
Suplee, Clooney & Company January 2006 - October 2007
Skills
Audit, Financial Reporting, General Ledger, Internal Controls, Accounts Receivable, Auditing, Accounting, GAAP, Fixed Assets, Bookkeeping, Finance, Variance Analysis, Budgets, QuickBooks, Financial Statements
Education
Kean University 2006 — 2007
MS, Accounting
Kean University 2002 — 2005
BS, Accounting
Withersworldwide September 2015 - Present
Legal Information Institute September 2014 - November 2014
Withers Bergman LLP June 2014 - August 2014
Legal Information Institute August 2013 - May 2014
Vera Institute of Justice May 2013 - July 2013
Penn State University August 2008 - May 2012
Penn State University August 2010 - May 2011
Teach For America 2010 - 2010
Weiser LLP July 2009 - August 2009
Skills
Cantonese, Mandarin, French, InDesign, QuarkXPress, Laboratory Experience, Pagemaker, Academic Writing, Nonprofits, Publishing, Leadership, Marketing, Research, Public Speaking, Laboratory, Microsoft Excel, Editing, PowerPoint, Community Outreach
Education
Cornell University 2012 — 2015
J.D. Candidate
The Pennsylvania State University; Schreyer Honors College 2008 — 2012
Bachelor of Arts, English; Comparative Literature; Biology
RHS
Citrix Systems May 2007 - Present
Citrix Systems 2007 - Present
Citigroup December 2005 - May 2007
Corente November 2000 - December 2005
WAGNER-WEBER ASSOCIATES, INC October 1994 - November 2000
Mabon Securites (Subsidiary of IMI) August 1994 - October 1994
SG Cowen September 1991 - August 1994
Weiser LLP January 1990 - September 1991
Mercantile Stores Company Inc November 1988 - January 1990
Education
New York University - Polytechnic School of Engineering 1984 — 1989
Berdon LLP September 2011 - Present
The Siegfried Group November 2010 - April 2011
Cornerstone Accounting Group, LLP January 2008 - April 2009
Deloitte & Touche LLP January 2005 - December 2007
Weiser, LLP November 2002 - December 2004
Ernst & Young, LP (Real Estate Group) November 2000 - November 2002
Imowitz & Koenig Co. LLP September 1998 - November 2000
The Bank of New York (Unit Investment Trust) November 1995 - January 1998
Skills
Real Estate, US GAAP reporting, Financial Reporting, Internal Controls, Real Estate Transactions, Due Diligence, Cash Flow Forecasting, Lease Documentation, Commercial Real Estate, Private Equity, Auditing, General Ledger, Tax, Accountants
Education
New York University 2004 — 2006
MS, Real Estate Investment and Finance
Baruch College, City University of New York (CUNY) 1991 — 1995
BBA, Accounting
BDO USA, LLP November 2010 - September 2011
Weiser LLP September 2008 - March 2009
Shearman and Sterling 2009 - 2009
RSM McGladrey October 2005 - September 2008
Skills
Accounting, Auditing, Budgets, CPA, Financial Statements, GAAP, Internal Controls, Software Documentation, Variance Analysis, Journal Entries, US GAAP, Hedge Funds, Financial Accounting, Tax
Education
Queens College 2002 — 2004
Bachelors, Accounting
Northeast Acura October 2012 - Present
Schenectady JCC August 2010 - March 2012
Imperial Pools, Inc January 2007 - March 2012
Holiday Inn August 2006 - January 2007
Marriott May 2006 - July 2006
Weiser, LLP December 2005 - March 2006
SHERATON SUITES ON May 2004 - December 2005
Crowne Plaza Hartford, CT March 1998 - May 2004
CROWNE PLAZA HARTFORD DOWNTOWN March 1998 - May 2004
Skills
Accounts Payable, Invoicing, Accounting, Bank Reconciliation, Journal Entries, PeopleSoft, Auditing, Variance Analysis, Financial Statements, Revenue Analysis, Front Office, Hospitality Industry, Accounts Receivable, Management
Education
Mount Ida College 1989 — 1991
Associates, Hotel/Restaurant Management
Mt. Ida College 1989 — 1991
Associates, Hotel and Restaurant Management
Milton N. Hoffman & Co June 2011 - Present
Graf Repetti & Co., LLP October 2010 - May 2011
Weiser LLP January 2004 - May 2010
Rubin & Katz LLP (Merged with Weiser in January 2004) December 1993 - December 2003
Chassin Levine Rosen & Company July 1987 - November 1993
Education
Adelphi University 1983 — 1987
Bachelors, Accounting
Samson Electrical Supply September 2007 - Present
U.S. Navy Reserve October 1990 - September 2013
Amper, Politziner & Mattia July 2006 - September 2007
Weiser LLP June 2005 - June 2006
Lipman, Selznick & Witkowski June 2002 - June 2005
Topel & Silver CPA's October 2001 - June 2002
Wiss & Company, LLP September 1998 - October 2001
The Curchin Group September 1998 - September 1998
Skills
CPA, GAAP, Accounting, Auditing, Internal Controls, Tax Preparation, Tax, Financial Accounting, Financial Reporting, QuickBooks, Sarbanes-Oxley Act, General Ledger, US GAAP, SEC filings, Cash Flow, Corporate Tax, Sarbanes-Oxley, Income Tax, Bookkeeping, Financial Analysis, Account Reconciliation, Accounts Payable, Accounts Receivable, Accruals, Analysis, Budgets, Cash Management, Corporate Finance, DoD, Due Diligence, Finance, Financial Audits, Financial Modeling, Government Contracting, Mergers, Organizational..., Payroll, Process Improvement, Security Clearance, Small Business, Strategic Financial..., Tax Returns, Variance Analysis, Assurance, Consolidation, Financial Planning, Financial Statements, Fixed Assets, Forecasting, Policy
Education
Monmouth University 2002 — 2006
MBA, Business-Accounting
Monmouth University 1995 — 1999
Allianz Life 2009 - Present
deepSEE Consulting 2009 - Present
Second Judicial District of Minnesota June 2008 - Present
Medtronic September 2001 - Present
Thomson Reuters September 1997 - Present
Ramsey County 1992 - Present
Weiser LLP January 1990 - Present
Skills
Organizational..., Employee Engagement, Leadership Development, Workshop Facilitation, Training, Leadership, Organizational..., Performance Management, Talent Management, Career Development, Instructional Design, Executive Coaching, MBTI, Change Management
Education
St. Catherine University 1961 — 1965
BA, English
University of St. Thomas
Master's degree, Human Resources Management and Services
Berg Partners LLC 2015 - 2015
PwC 2014 - 2015
Bush Tecosky Goodman Feldman 2012 - 2014
Pastor & Golbois CPAs 2011 - 2012
Gillespie & Associates 2011 - 2011
Self-employed 2009 - 2011
Self-employed 2009 - 2011
Weiser LLP 2010 - 2010
Goldstein, Zugman, Weinstein & Poole LLC 2006 - 2009
Boies, Schiller & Flexner, LLP 2005 - 2005
Skills
GAAP, Legal Research, Reviews, GAAS, SOX 404, Tax Research, Tax, Variance Analysis, Accounting, Financial Analysis, Financial Reporting, Auditing, Income Tax
Education
Florida Atlantic University 2005 — 2007
BBA, Accounting
Penn State University 1997 — 2001
BS, Marketing
LIU Post 2004 — 2004
A.B.A., Paralegal Certificate
Navigant June 2012 - May 2015
WithumSmith+Brown January 2009 - June 2012
Deloitte FAS LLP February 2006 - December 2008
Weiser LLP April 1990 - December 2005
Skills
Forensic Accounting, Auditing, Management Consulting, Hospitals, Internal Controls, Due Diligence, Healthcare, Business Valuation, CPA, Compliance, Revenue Cycle, Process Improvement, Healthcare Consulting, Managed Care, Healthcare Management, Healthcare Industry, Practice Management, Strategy, Management, Strategic Planning, Leadership, Mergers & Acquisitions, Healthcare Information..., Performance Improvement, HIPAA, Enterprise Risk..., Finance, Accounting, Home Care, Executive Management, Physicians
Education
Baruch College, City University of New York (CUNY) 1973 — 1976
MBA, Public Accounting
Baruch College, City University of New York (CUNY) 1969 — 1973
BBA, Teaching of Accounting & Business Practice, Day High Schools
Marks Paneth & Shron LLP January 2005 - Present
amex tbs (formerly GGK) 1995 - 2003
Weiser LLP 1990 - 1995
siegel mendlowitz & Rich (merged into Weiser & Co.) 1986 - 1990
Skills
Tax, Partnership Taxation, Accounting, SEC filings, Internal Controls, Financial Accounting, Corporate Tax, Real Estate, Tax Research, Payroll, Tax Preparation, Corporate Finance, General Ledger, Managerial Finance, Financial Analysis, Forensic Accounting, CPA, QuickBooks, Income Tax, Cash Flow, International Tax, GAAP, Tax Accounting, Auditing, Financial Reporting, Small Business, Internal Audit, Estate Planning, Budgets, Tax Advisory, Financial Statements, Sarbanes-Oxley Act, High Net Worth..., Sales Tax, US GAAP, Tax Returns, Tax Law
Education
New York University - Leonard N. Stern School of Business 1987 — 1992
MBA, taxation
State University of New York College at Oswego 1983 — 1985
BA, ACCOUNTING
State University of New York at Albany 1981 — 1983
Accounting
BASF Corp. Florham Park, NJ June 2012 - Present
Sun Chemical July 2005 - June 2012
US Navy December 1983 - April 2006
Sun Chemical July 2002 - July 2005
J.H. Cohn LLP February 2000 - July 2002
Weiser LLP December 1998 - February 2000
RGL Forensics April 1997 - December 1998
Campos & Stratis LLP January 1995 - April 1997
Skills
Employee Resources..., Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Accounting, Managerial Finance, Auditing, SAP, Internal Audit, Cash Management, Process Improvement, Finance, Financial Audits, Treasury, Consolidation, Policy, Banking, Cash Flow, Business Strategy, Project Management, CO-PA, GAAP, Management, Treasury Management, US GAAP, Mergers & Acquisitions, Forecasting, Business Process, Accounts Payable, Financial Modeling, Management Consulting, Financial Analysis, Leadership, Shared Services, Working Capital..., Analysis, Financial Accounting
Education
City University of New York-College of Staten Island 1988 — 1993
Bachelor of Science, Accounting
Goldman Sachs October 1994 - Present
Weiser LLP 1992 - 1994
Skills
Trading Systems, Equity Derivatives, Equities, Electronic Trading, Derivatives, Fixed Income, Bloomberg, Middle Office, Market Data, Autosys, Sybase, FX Options, Prime Brokerage, Capital Markets, Exchange Connectivity, Equity Research, Equity Trading, Fidessa, Credit Derivatives
Education
New Jersey City University 2010 — 2013
City University of New York-NYC College of Technology 2002 — 2008
Bachelors, Computer - Networking
AllWriteUp.com, Inc September 1999 - Present
Eric J Fecci CPA PC September 1993 - Present
Weiser LLP December 1991 - September 1993
UHY Advisors September 1988 - December 1991
Skills
Non-profits, Start-ups, Accounting, Real Estate, Management Consulting, Small Business, Strategic Planning, Business Planning, Quickbooks, Budgeting, Business Strategy, Auditing, Nonprofits, Coaching, Budgets, Management, Finance
Education
Iona College 1985 — 1988
BBA, Public Accounting
McGladrey 2005 - Present
Goldstein Golub Kessler LLP 1998 - 2005
American Express Tax & Business Services 1998 - 2005
Eisner & Lubin 1986 - 1997
Weiser LLP 1980 - 1986
Skills
Income Tax, Tax Returns, Tax, Trusts, Partnership Taxation, Corporate Tax, Tax Research, Tax Accounting, High Net Worth..., International Tax, Tax Preparation, SEC, Accounting, Auditing, CPA, Forensic Accounting
Education
City University of New York-Baruch College
BBA, Accounting
New York Institute of Technology
MBA
Landauer Valuation & Advisory - Division of Newmark Grubb Knight Frank June 2014 - Present
Landauer Valuation & Advisory - Division of Newmark Grubb Knight Frank July 2012 - June 2014
Grubb & Ellis Valuation and Consulting Services January 2007 - December 2010
Weiser, LLP January 2004 - January 2007
Landauer Realty Group November 1996 - January 2004
Skills
Portfolio Valuation, Annual Financial..., Appraisal Review, Market & Economic..., Feasibility and Highest..., Acquisition and..., Purchase Price..., Capital Markets Support..., Partnership Interest..., Expert Witness..., Mediation & Arbitration, Valuation, Due Diligence, Appraisals, Portfolio Management, Purchase Price..., Financial Reporting, Financial Analysis, Property, Real Estate Economics, Disposition, Real Estate, Brokerage, Shopping Centers, Real Estate Development, Corporate Real Estate, Dispositions
Education
Southern Illinois University, Carbondale 1988 — 1992
BS, Industrial Engineering Technology
St. Moritz Security Services September 2010 - Present
Rosenthal and Rosenthal, Inc December 2004 - August 2008
Weiser, LLP June 2003 - May 2004
Dopkins & Company July 2000 - March 2003
The CIT Group January 1998 - July 2000
Skills
Asset Based Lending, Asset Protection, Commercial Lending, Credit Analysis, Lines Of Credit, Customer Service, Spreadsheets, Microsoft Excel, Microsoft Word, Physical Security, Credit Risk, Loans, Financial Risk, Credit, Underwriting, Training, Accounts Receivable, Analysis, Auditing, Banking, Budgets, Commercial Banking, Commercial Finance, Due Diligence, Fraud, Management, Portfolio Management, Small Business Lending, Business Development, Risk Management, Financial Structuring, Finance, Financial Analysis, Trade Finance
Education
Springfield College
Bachelor of Science Degree, Business Administration
Geller & Company April 2013 - Present
AMC Networks July 2011 - April 2013
Cablevision July 2007 - July 2011
Ivy Asset Management December 2006 - May 2007
Weiser, LLP November 2004 - November 2006
The Whitmore Group 2000 - 2004
Skills
Accounting, Auditing, Budgets, Financial Analysis, Financial Statements, General Ledger, Journal Entries
Education
Hofstra University
Ward LLP 2009 - Present
BNI 2009 - 2011
Deloitte & Touche 2007 - April 2009
Weiser LLP 2004 - 2007
Hoffberg Oberfest Burger & Berger 1997 - 2005
Salibello & Broder LLP 1994 - 1996
Skills
SEC filings, Accounting, Auditing, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Financial Analysis, Financial Accounting, US GAAP, Due Diligence, GAAP, CPA, Tax Preparation, Financial Modeling, Tax
Education
City University of New York-Herbert H. Lehman College 1974 — 1978
BS, Accounting
Mater Christi HS 1970 — 1974
VALRHONA March 2014 - Present
VALRHONA December 2012 - March 2014
VALRHONA August 2012 - December 2012
Tom Cat Bakery January 2011 - August 2012
Grow Gourmet Inc. November 2009 - August 2012
Cheezwhse.com September 2008 - October 2009
Greystone Private Equity September 2006 - September 2008
GoIndustry April 2005 - September 2006
Weiser LLP November 2003 - April 2005
Project Management Institute December 2002 - October 2003
Skills
New Business Development, Leadership, Marketing
Education
Dublin Institute of Technology 1994 — 1999
Advanced Diploma in Marketing Techniques, Marketing
Trinity College Dublin
BSc, Management
Weiser LLP February 2007 - Present
JP Morgan April 2006 - February 2007
Education
Kingsborough Community College 2003 — 2005
A.A.S, Childhood Education
Valuations Consulting October 2014 - Present
Solutionary October 2013 - June 2014
TotalWellness October 2012 - October 2013
Twisplays, Inc. July 2010 - July 2013
Weiser LLP December 2008 - April 2009
Houlihan Lokey Howard and Zukin December 2005 - December 2007
Fortis Capital 2001 - 2005
Gilat Satellite Networks 1997 - 2001
Skills
Microsoft Office, Computer Proficiency, valuations, writing, credit, trading, analysis, Technical Writing, banking, commercial banking, investment banking, international, Business Development, Hebrew, Scuba Diving, Business Strategy, Finance, Investment Banking, Valuation, Management Consulting, Hedge Funds, Commercial Banking, Commercial Real Estate, Equities, Business Planning, Banking, Entrepreneurship, Analysis, Energy, Trading, Credit, Corporate Finance, Strategic Planning
Education
Massachusetts Institute of Technology - Sloan School of Management 1977 — 1981
BS, Management Science
The Dalton High School 1971 — 1977
High School, Liberal Arts and Sciences/Liberal Studies
Julie I. Vaiman, Esq., CPA July 2010 - Present
Brooklyn College August 2010 - December 2010
Deloitte August 2008 - August 2010
Deloitte Tax LLP 2008 - August 2010
Weiser LLP December 2006 - May 2008
Horizon Claim Services, Inc July 2000 - September 2003
Skills
US Tax Court trial..., IRS, Tax Returns, Bookkeeping, Tax, Tax Preparation, Payroll, Accounting, Auditing, Bankruptcy, Tax Law, CPA, Corporate Tax, Sales Tax, Tax Research, Income Tax, Due Diligence
Education
Pace University School of Law 2003 — 2006
Juris Doctor
City University of New York-Brooklyn College 1996 — 2000
CPA Accounting, Political Science
Mizuho Securities Co., Ltd. June 2015 - Present
Experis September 2014 - Present
Astoria Federal Savings November 2012 - September 2014
First National Bank of Long Island July 2010 - November 2012
Weiser LLP September 2005 - April 2009
Parsons Brinckerhoff January 2005 - August 2005
Spectrum Research July 2002 - October 2004
City / Parish of Baton Rouge LA June 2001 - June 2002
Skills
Internal Audit, Enterprise Risk..., SOX, Risk Assessment, Fraud Investigations, Accounting, J-SOX, Audit, Internal Controls, Auditing, Assurance, Risk, Risk Management, Financial Reporting, Financial Risk, Financial Analysis, Cash Management, Finance, IFRS, Sarbanes-Oxley, SEC filings, Fraud, CPA, Sarbanes-Oxley Act, Operational Risk..., SEC Filings
Education
Louisiana State University and Agricultural and Mechanical College 1997 — 2002
BS, Accounting
The Cooper Union for the Advancement of Science and Art 1992 — 1994
CBIZ MHM LLC August 2015 - Present
Hertz Herson, LLP January 2013 - July 2015
Citrin Cooperman & Company, LLP November 2011 - January 2013
Iona College September 2009 - 2013
Weiser, LLP August 2005 - November 2009
Weinick Sanders Leventhal LLP 2005 - 2005
Gelfand, Rennert & Feldman, LLP June 2001 - July 2004
Maier Markey & Justic LLP 1996 - 1999
Skills
Tax, Accounting, Financial Reporting, QuickBooks, Auditing, Bookkeeping, Income Tax, Tax Preparation, Accounts Payable, Accounts Receivable, Financial Analysis, Internal Controls, Financial Accounting, Partnership Taxation, Corporate Tax
Education
Iona College 2005 — 2008
MBA, Finance & HR
Harrison High School 1991 — 1993
Resolute Forest Products September 2012 - Present
Resolute Forest Products (formerly AbitibiBowater, Inc.) January 2009 - September 2012
Robert M. Heil CPA September 2007 - November 2008
WEISER LLP June 2006 - August 2007
Ford Motor Credit Company (October 1991 to May 2006) December 2004 - May 2006
Ford Motor Credit Company July 2001 - December 2004
Ford Motor Credit Company May 2000 - July 2001
Ford Motor Credit Company May 1998 - April 2000
Skills
Accounting, Financial Reporting, Financial Analysis, Human Resources, Account Reconciliation, Auditing, Payroll, Accounts Receivable, Finance, Internal Audit, Credit, Accounts Payable, Credit Risk, Bookkeeping, Financial Statements
Education
Winthrop University 2012 — 2014
MBA, Finance
Erskine College 1987 — 1991
B.S. Business Administration, Accounting
Woodmont High
Mary C Poggemann LLC April 2015 - Present
Delaware Eye Care Center February 2010 - November 2014
Liberty Tax Service January 2010 - April 2010
Cosmo Films, New Castle, DE March 2009 - December 2009
Weiser, LLP November 2008 - March 2009
Beard Miller, LLP July 2006 - November 2008
Poggemann, Inc. - Accounting, Consulting, and Tax Services January 2001 - July 2006
Konek & Saddoris, CPA's June 2003 - May 2004
MetLife 2001 - 2003
Skills
Accounting, Consulting, Bookkeeping, Tax, Business Management, Financial Reporting, Financial Analysis, Controllership Functions, Treasury Management, Corporate Accounting..., Private Sector..., Non-Profit Accounting..., Small Business..., Medical Billing and..., Fund Accounting, General Ledger, Accounts Payable, Accounts Receivable, Payroll Processing and..., Microsoft Office Suite, Microsoft Excel, Microsoft Powerpoint, Microsoft Word, Microsoft Access, Public Acounting, College Teaching, Teaching Adults, Marketing Research, Accounting Software, QuickBooks Accounting..., Peachtree Accounting..., Tax Preparation Software, Mergers & Acquisitions, Bank Reconciliation, Employee Training, Staff Supervision, Customer Service, Data Analysis, Payroll, Auditing, Account Reconciliation, Financial Statements, Leadership, Finance
Education
Drake University
Master of Business Administration (MBA), Accounting & Finance
DePaul University
Bachelor of Science in Commerce, Double Major: Accountancy & Operations Management
City Colleges of Chicago-Harry S Truman College
Associate's Degree, Business Administration (Emphasis in Accounting)
Manheim at Cox Automotive July 2015 - Present
KPIT April 2011 - April 2015
Four Paws Orlando August 2010 - April 2011
Alexander Gallo Holdings/Esquire Deposition May 2006 - August 2010
Weiser LLP (Regional CPA firm) 2005 - 2006
Weiser LLP 2003 - 2005
Skills
Accounting, Financial Reporting, Accounts Receivable, Budgets, Accounts Payable, Process Improvement, Auditing, Finance, QuickBooks, Outlook, Microsoft Excel, Financial Analysis, Project Management, Strategic Planning, Leadership, Management, Microsoft Office, Business Analysis, Access, Forecasting, Business Process..., Software Documentation, ERP, Small Business, Great Plains Software, Accounting Management, Mergers & Acquisitions, Account Reconciliation, Business Process, Invoicing, SAP R/3, ADP Payroll, Banking/Finance/Cash..., Operations Management, Payroll/Invoicing/Collec..., Audit..., Accounts P&R, Month-end Closing..., Monthly Reconciliations, Internal Reports, System Analysis, Acquisition Integration, Program Design &..., Budget Development &..., Staff/End-user Training, Project Analysis, Project Leadership, Customer Service, Productivity Improvement, Strong Attention to...
Education
Long Island University, C.W. Post Campus 2004 — 2005
Bachelor's Degree, Accounting
MWI 2009 - Present
Weiser LLP 2005 - Present
ARG Capital Partners LLP 2004 - Present
PwC 1999 - 2002
District of Vermont Bankruptcy Court 1996 - 1999
District of Vermont Bankruptcy Court 1985 - 1999
Skills
Bankruptcy, Alternative Dispute..., Mediation, Arbitration, Litigation, Dispute, Personal Injury, Product Liability, Dispute Resolution, Courts, Commercial Litigation, Family Law
Education
Fordham University School of Law
Doctor of Law (JD)
Iona College
Master of Business Administration (MBA), John G. Hagan Graduate School of Business
Manhattan College
Bachelor of Business Administration (B.B.A.)
Lamar Advertising July 2010 - Present
Re:Sources January 2007 - July 2010
Weiser LLP August 2006 - December 2006
Wegmann Dazet & Company June 2005 - July 2006
Ericksen, Krentel & Laporte June 2004 - June 2005
Kushner LaGraize LLC January 2002 - June 2004
Skills
Income Tax, Payroll Taxes, Accounting, Financial Reporting, ProSystem fx Tax, Tax, QuickBooks, CPA, Financial Analysis, PeopleSoft, Corporate Tax, Financial Statements, Account Reconciliation, Great Plains Software
Education
University of New Orleans 2002 — 2004
Master, Accounting with Taxation Option
University of New Orleans 1998 — 2002
Bachelor, Accounting
Bayerische Landesbank November 2009 - Present
Weiser LLP January 2009 - November 2009
KPMG February 2007 - December 2008
Citigroup August 2005 - December 2006
Calyon May 2001 - August 2005
BNP Paribas November 1993 - May 2001
Deloitte & Touche October 1988 - October 1993
Education
Baruch College, City University of New York (CUNY) 1983 — 1988
BBA, Public Accounting
Manhattan Associates June 2015 - Present
FIS - Fidelity Information Services January 2015 - May 2015
Reliance Financial Corporation - An FIS Company November 2009 - January 2015
Weiser LLP April 2007 - November 2009
US Securities & Exchange Commission May 2005 - April 2007
Additional Experience October 1996 - April 2004
Skills
Risk Management, Security, IT Audit, Risk Assessment, Information Security, Project Management, Information Technology, Internal Controls, Leadership, Start-ups, Financial Risk, Analysis, Change Management, Management, Software Documentation, Financial Reporting, Strategic Planning, Program Management, Process Improvement, Cross-functional Team..., Auditing, Governance, Finance, Internal Audit, Business Continuity, Disaster Recovery, Financial Services, Vendor Management, Business Process..., Executive Management, Consulting, Sarbanes-Oxley Act, Securities, Banking, Business Analysis, IT Operations
Education
University of Florida - Warrington College Of Business 2004 — 2005
MBA, Information Technology
University of Virginia 1992 — 1996
BA, Economics
Clear Thinking Group June 2007 - Present
Weiser LLP May 2005 - May 2007
FTI Consulting April 2001 - May 2005
PricewaterhouseCoopers April 2001 - May 2005
Popular Club Plan June 1995 - April 2001
Hanover Direct 1993 - 1995
Herman's Sporting Goods, Inc. August 1985 - May 1993
Skills
Business Process..., Accounting, Restructuring, Corporate Finance, Finance, Cash Flow, Budgets, Managerial Finance, Financial Analysis, Management, Strategic Financial..., Analysis, Due Diligence, Strategic Planning, Business Planning, Telecommunications, Management Consulting, Financial Modeling, Retail
Education
Seton Hall University 1980 — 1985
BS
Seton Hall Prep
Helming & Company January 2013 - Present
DRH Consulting November 2008 - Present
The Institute of Internal Auditors 2008 - Present
Accounting Management Solutions, Inc. May 2012 - August 2012
Dixon Hughes Goodman LLP August 2011 - November 2011
New Jersey City University January 2010 - July 2011
New York University 2008 - July 2011
Environmental Logistics Services LLC August 2010 - September 2010
Weiser LLP February 2005 - February 2009
DRH Consulting May 2003 - February 2005
Skills
Risk Management, SOX, Risk Assessment, Internal Audit, Controlling, Consulting, Business Process..., Sarbanes-Oxley Act, Auditing, Governance, IT Audit, Financial Reporting, Management Consulting, Finance, Managerial Finance, Accounting, Strategy, Enterprise Risk..., Analysis, Financial Risk, Financial Services, Leadership, Strategic Financial..., Business Strategy, Due Diligence, Financial Analysis, Mergers & Acquisitions, Program Management, Financial Modeling, IFRS, Private Equity, Business Development, Financial Planning
Education
University of California, Berkeley, Haas School of Business 1986 — 1988
MBA, Finance
University of Pennsylvania - The Wharton School 1976 — 1980
BSE, Accounting/ Organizational Management
New York University
none
EisnerAmper LLP January 2015 - March 2015
Fortress Investment Group March 2014 - June 2014
Eminence Capital March 2013 - November 2013
Cedar Hill Capital Partners December 2010 - March 2013
Digital Century Capital July 2007 - December 2010
Morgan Stanley Investment Management November 2006 - July 2007
Weiser LLP October 2003 - November 2006
Skills
Hedge Funds, Accounting, GAAP, Fund Accounting, Financial Reporting, Financial Statements, SEC filings, Internal Controls, Account Reconciliation, Equities, Fixed Income, Derivatives, MBS, CDS, Auditing, Financial Accounting, Managerial Accounting, Finance, Microsoft Excel, Microsoft Office, Advent Geneva, Advent Partner, Bloomberg Terminal, Citco Æxeo Technology..., Eze Castle OMS, IDEA Data Analysis, Omgeo Oasys, QuickBooks, Peachtree, ProSystem fx Engagement, Financial Audits, Bloomberg, Financial Analysis, Management Accounting
Education
City University of New York-Baruch College - Zicklin School of Business
Bacholar of Business Administration (BBA), Accounting
Middlesex County Utilites Authority January 2007 - Present
Weiser LLP September 1993 - November 2006
Lipman, Selznick & Witkowski (now merged into Weiser, LLP) 1993 - 2006
Skills
Auditing, Financial Reporting
Education
Rutgers University-New Brunswick 1988 — 1992
Bachelor’s Degree, Accounting
CohnReznick LLP February 1999 - Present
Weiser LLP 1984 - 1999
Education
University of Rhode Island - College of Business Administration 1980 — 1984
Bachelor's degree, Accounting and Business/Management
Pilgrim High School
Marcum LLP - Real Estate Assurance Services December 2010 - Present
Weiser LLP October 2006 - February 2010
KPMG LLP July 2004 - June 2006
KPMG Phoomchai Audit Limited Thailand November 2000 - June 2004
North Luzon Railways Corporation November 1999 - October 2000
Sycip, Gorres, Velayo & Company September 1998 - October 1999
Sunvision Cable, Inc September 1997 - May 1998
Ester Corporation September 1996 - September 1997
Education
Philippine School of Business Administration 1990 — 1994
JPMorgan Chase Bank, N.A. October 2005 - Present
Weiser LLP September 1997 - October 2005
Richard A. Eisner & Co., LLP November 1991 - September 1997
Skills
Asset Based Finance, Cross-border..., Due Diligence, Structured Finance
Education
Bryant University 1987 — 1991
B.S. - Business Administration, Accounting
Hightstown High School 1984 — 1987
Wei, Wei & Co., LLP August 2014 - Present
MGI Repetti LLP December 2010 - June 2014
Mitchell Mertz CPA October 2009 - March 2011
Weiser LLP September 2006 - September 2009
Weiser LLP 2006 - 2009
Eisner LLP May 2000 - August 2006
Cornick, Garber & Sandler, LLP May 1992 - April 2000
Deloite & Touche January 1989 - April 1992
MannJudd Landau 1977 - 1989
Mann Judd Landau 1977 - 1989
Skills
Accounting, Manufacturing, Auditing, Mergers, Management Consulting, Audit, Financial Reporting, Real Estate, SEC reporting, GAAP, SEC filings, Finance, CPA, Mergers & Acquisitions, Tax, US GAAP, Internal Controls, Corporate Tax, Assurance, Income Tax, Financial Accounting, Financial Statements
Education
Long Island University, C.W. Post Campus 1971 — 1975
BS in Accounting, Accounting
Ernst & Young September 2008 - Present
Weiser LLP January 2005 - September 2008
Education
Temple University - Fox School of Business and Management 1994 — 1996
MS, Taxation
Temple University - Fox School of Business and Management
BBA, Accounting
Canoe Brook Management LLC December 2014 - Present
Culler Consulting January 2014 - December 2014
EisnerAmper LLP August 2010 - December 2013
Amper, Politziner & Mattia, LLP August 2008 - August 2010
Paul Weiss May 2005 - March 2008
Paul, Weiss, Rifkind, Wharton & Garrison LLP 2005 - 2008
Holland & Knight LLP September 2002 - May 2005
Pillsbury Winthrop Shaw Pittman 1988 - August 2002
Pillsbury Winthrop LLP 1988 - 2001
Weiser LLP 1986 - 1988
Skills
Finance
Education
Fairleigh Dickinson University 1978 — 1980
MBA, Finance
University of Maryland College Park 1967 — 1970
BS, Economics
Mistras Group, Inc. March 2011 - Present
MGA Audit Services March 2010 - March 2011
Weiser LLP November 2008 - February 2010
Accume Partners February 2006 - November 2008
Party City 2002 - 2006
Unilever Bestfoods 1998 - 2002
KPMG 1996 - 1998
KPMG 1993 - 1996
Skills
Internal Controls, Sarbanes-Oxley Act, Internal Audit, Business Process, Auditing, Risk Assessment, Risk Management, Project Management, Financial Risk, Change Management, Governance, Accounting, Process Improvement, Financial Analysis, Budgets
Education
Pace University - Lubin School of Business 1986 — 1989
BBA, Finance / Accounting
CR Bard Tax Manager of Reporting and PlanningC.R. BardMarch 2010 - July 2013
PwC September 2005 - March 2010
Weiser LLP October 2000 - June 2002
Skills
Tax, Mergers & Acquisitions, Due Diligence, SEC filings, International Tax, Tax Returns, US GAAP, Estate Tax Planning, Insurance, Forecasting
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2002 — 2005
JD, Taxation
Yeshiva University 1997 — 2000
BA, Accounting
STEPHEN J. CARACCIA, CPA, P.C. December 1992 - Present
A to Z Bohemian Glass, Inc. April 2000 - October 2009
Weiser LLP 1985 - 1993
Siegel Mendlowitz & Rich, PC (merged into Weiser LLP) 1985 - 1990
Skills
Individual Taxation, Software Training, Accounting, High Net Worth..., Small Business..., Small Business Taxation, Universal Accounting..., Tax, Quickbooks, Financial Reporting, Income Tax, Tax Compliance, Small Business, Forecasts and..., CPA, Management, Leadership, GAAP, Analysis, Strategic Financial..., Finance, US GAAP, Tax Preparation, Internal Controls, Financial Planning, QuickBooks
Education
Fairfield University 1981 — 1985
BS, Accounting
Archbishop Molloy HS 1977 — 1981
Carol S. Rosengarten, CPA, PC March 2012 - Present
EisnerAmper LLP December 2009 - March 2012
Salibello & Broder LLP January 2002 - November 2009
Moss Adams LLP November 2000 - November 2001
Prager and Fenton May 1997 - October 2000
Weiser LLP August 1996 - March 1997
Klockner Steel Trade November 1994 - July 1996
Sargoy, Stein, Rosen & Shapiro October 1993 - October 1994
New Line Cinema Corporation November 1990 - April 1993
Paul Scherer & Company August 1987 - November 1990
Skills
Accounting, Auditing, Royalties, Licensing, Publishing, Tax Preparation, Music Licensing, Music Industry, Film Industry, Participation, Music Publishing, Merchandising, Compliance Audits, Forensic Accounting, Broadway, Bookkeeping, Quality Auditing, CPA, Payroll, Internal Controls, Accounts Payable, Accounts Receivable, Forecasting, Sarbanes-Oxley Act, Financial Statements, Budgets, Analysis, Internal Audit, Due Diligence, GAAP, Financial Reporting, Corporate Tax
Education
Hofstra University 1982 — 1984
B.B.A, Public Accounting
State University of New York at Buffalo 1980 — 1982
Bachelor of Business Administation (Accounting Major)
NYU Langone Medical Center May 2011 - Present
PLI September 2008 - May 2011
SAP training 2010 - 2011
Weiser LLP April 2007 - September 2008
Skills
Business Analysis, Crystal Reports, Data Analysis, IT Management, Strategic Planning, Change Management, Business Development, ITIL, Management, Process Improvement, Disaster Recovery, Program Management, Project Management, System Administration, Database Design, Requirements Gathering, HTML, Analysis, Business Process..., Healthcare Information..., Integration, Business Intelligence, Databases, SQL, SDLC, Visio, Software Project...
Education
Georgia Institute of Technology 1998 — 2002
Bachelor's degree - Computer Science
Moffitt & Moffitt LLC July 2013 - Present
ParenteBeard LLC January 2009 - June 2013
Weiser LLP September 2005 - December 2008
WeiserMazars LLP 2005 - 2008
Lipman, Selznick & Witkowski (now merged into Weiser, LLP) 1991 - 2008
Lipman, Selznick & Witkowski 1991 - 2005
Skills
CPA, Corporate Tax, Tax Preparation, Tax Research, Partnership Taxation, S Corporations, Corporate Tax Planning, Income Tax, Accounting, Internal Controls, Financial Statements, Tax Advisory, Tax Accounting, Tax, High Net Worth..., State Tax, Tax Law, Financial Reporting, Tax Returns, Small Business, Personal Tax Planning, ProSystem fx Tax, International Tax, Forensic Accounting
Education
Montclair State University 1973 — 1977
Weiser LLP January 2008 - Present
Education
Pace University - Lubin School of Business 2006 — 2010
MBA, Accounting
University at Albany, SUNY 2002 — 2006
BA, psychology
Barclays November 2011 - Present
Credit Suisse May 2007 - September 2011
Goldman Sachs August 2005 - April 2007
Jefferies & Company November 2000 - August 2005
Weiser LLP 1998 - 2000
Education
Indiana University - Kelley School of Business 1993 — 1997
BS, Accounting
Syosset High School 1989 — 1993
NYC Business Integrity Commission July 2007 - Present
Weiser LLP August 2005 - February 2007
NYC Department of Investigation June 1998 - March 2005
Skills
Internal Controls, Internal Audit, Sarbanes-Oxley Act, Financial Reporting, Tax, Financial Accounting, SEC filings, Investigation, Assurance, US GAAP, Mergers & Acquisitions, Risk Assessment, Certified Fraud Examiner, Evidence, IT Audit, Financial Modeling, Sarbanes-Oxley, Enterprise Risk..., Governance, GAAP, Financial Audits, Forensic Analysis, Government, Internal Investigations, CPA, Financial Statements, AML, Consolidation, IFRS, Policy, Financial Analysis
Education
City University of New York 1994 — 1998
Bachelor of Arts (BA), Accounting & Information Systems
Ogden CAP Properties January 2006 - Present
Bristol Consultants May 1996 - January 2006
Weiser LLP May 1991 - May 1996
Skills
Tax, Financial Reporting, Corporate Tax, Income Tax, Internal Controls, Auditing, GAAP, Tax Preparation, Tax Accounting
Education
Binghamton University - School of Management 1984 — 1987
bs in accounting, accounting
Zapken and Loeb LLP Tax ManagerIsraeloff, Trattner & Co. P.C.May 2009 - January 2014
Holtz Rubenstein Reminick June 2008 - April 2009
Biscotti Toback & Company 2006 - 2008
Weiser LLP 1997 - 2006
Skills
Tax Preparation, Tax, Accounting, Tax Research
Education
New York Institute of Technology 1982 — 1986
BS-Accounting, Accounting
Plainview Kennedy High School 1978 — 1982
Allianz Asset Management August 2015 - Present
Brown Brothers Harriman November 2012 - August 2015
KKR July 2008 - May 2012
ISACA 2002 - 2012
Weiser LLP October 2005 - July 2008
Colgate Palmolive March 2004 - September 2005
Skills
SAP R/3, ACL/IDEA, Visio, PeopleSoft, SAP, Financial Services, Finance, Banking, IBM iSeries, Mainframe, Microsoft Excel, Oracle, Microsoft Office, Microsoft SQL Server, Unix
Education
Baruch College 2001 — 2002
MBA, Computer Information Systems
FGC Azare 1996 — 2001
High School Diploma
Federal Polytechnic Ilaro, Nigeria 1991 — 1996
BA, Accounting
FGC Azare
Federal Government College Azare
High School Diploma
McGovern Garry LLC January 2008 - Present
Weiser LLP June 2007 - January 2008
COHEN, FRIEDMAN, DORMAN & CO. 1989 - 2007
Cohen Frieman Dorman and Leen 1989 - 2007
Skills
Tax Preparation, Accounting, Mergers & Acquisitions, Corporate Tax, CPA, Partnership Taxation, Tax Returns, Tax Accounting, GAAP, Tax Research, Small Business, QuickBooks, Financial Reporting, Bookkeeping, S Corporations, SEC filings, US GAAP, Budgets, Management Consulting, Tax, Start-ups, Business Planning
Education
Rider University 1985 — 1989
Bachelors, Accounting
Madison High School
Icahn School of Medicine at Mount Sinai May 2015 - Present
Mount Sinai Health System June 2009 - May 2015
Weiser LLP October 2007 - April 2009
KPMG Advisory June 1999 - October 2007
Deloitte May 1998 - May 1999
Beth Israel Medical Center September 1993 - May 1998
APM September 1990 - September 1993
Skills
Managed Care, Healthcare, Healthcare Information..., Healthcare Consulting, Healthcare Management, Financial Analysis, Healthcare Industry, Hospitals, EMR
Education
New York University - Leonard N. Stern School of Business 1995 — 1999
MBA, Finance
Stanford University 1986 — 1990
Bachelor of Arts, Economics, English
WithumSmith+Brown August 2012 - Present
ParenteBeard LLC November 2011 - July 2012
Weiser LLP July 2003 - November 2011
KPMG 2000 - 2002
KPMG 2000 - 2002
Rothstein Kass 1998 - 2001
Education
Rutgers University School of Law - Newark 1989 — 1993
BS, Accounting
PwC November 2011 - Present
Weiser LLP February 2010 - November 2011
Imowitz Koenig & Co. LLP August 2002 - January 2010
Deloitte & Touche October 1996 - October 2002
Skills
Legal Research, Tax Preparation and Law, GAAP, Tax Law, Accounting, Investments, Due Diligence, Tax, Mergers, Assurance, Tax Preparation, Sarbanes-Oxley Act, Tax Accounting, Hedge Funds, Income Tax, Tax Returns, SEC filings, Financial Analysis, Auditing, Financial Accounting, Internal Controls, Financial Reporting
Education
Pace University 1998 — 2004
MST, Taxation
Yeshiva University 1989 — 1993
BS, Accounting
Kleiman & Weinshank LLP September 2013 - Present
Hertz Herson & Company LLP January 2013 - August 2013
Raich Ende Malter & Co., LLP June 2008 - December 2012
Weiser LLP 2005 - 2008
Todres & Company LLP 1988 - 2005
Skills
Tax, Tax Preparation, Accounting, Corporate Tax, Financial Reporting, Income Tax, Microsoft Excel, SEC filings, CPA, Budgets, Auditing, GAAP, Financial Accounting, Tax Accounting, SEC Filings, Financial Analysis, Partnership Taxation, QuickBooks, Tax Research, Tax Returns, US GAAP
Education
Le Moyne College 1982 — 1986
BS, Accounting
RBC Capital Markets July 2013 - Present
CIT Group Inc. October 2011 - July 2013
CIT Group Inc. April 2010 - October 2011
WTP Advisors August 2009 - April 2010
The McGraw Hill Companies May 2009 - August 2009
Weiser LLP February 2009 - April 2009
Skills
Accounting, Financial Analysis, Financial Reporting, Corporate Finance, Tax, Strategic Financial..., Auditing, Sarbanes-Oxley Act, Financial Accounting, Financial Modeling, General Ledger, Finance, Due Diligence, QuickBooks, Corporate Tax, Forecasting, Internal Controls, Account Reconciliation, Mergers, Accounts Payable, GAAP, SEC filings
Education
Rutgers University-New Brunswick 2009 — 2012
MBA, Finance
Rutgers, The State University of New Jersey-Newark 2006 — 2009
Bachelor of Science, Accounting
PricewaterhouseCoopers September 2010 - Present
School of Visual Arts May 2008 - August 2008
Weiser LLP June 2007 - August 2007
Skills
Financial Reporting, Internal Controls, Finance, US GAAP, Auditing, Accounting, Sarbanes-Oxley Act, GAAP
Education
Lehigh University 2005 — 2009
BS, Accounting
City University of New York-Hunter College 2009 — 2010
MS, Accounting
Lawrence Shoenthal April 2011 - Present
WeiserMazars LLP April 2011 - Present
Weiser LLP July 1999 - April 2011
Lopez Edwards Frank & Co July 1987 - June 1999
Biller & Snyder May 1982 - July 1987
Skills
Due Diligence, Tax Law, Tax, International Tax, Mergers, Real Estate, Transportation, Manufacturing, Brokers, Maritime Law, Motion Picture..., Corporate Tax, Mergers & Acquisitions, Auditing, E-commerce, Transfer Pricing, Corporate Finance, Managerial Finance, Corporate Law, Income Tax, Financial Services, Accounting, Restructuring, Audit, Management, Corporate Governance
Education
New York University, Graduate School of Law 1972 — 1975
Brooklyn Law School 1964 — 1968
JD
New York University - Leonard N. Stern School of Business 1956 — 1961
B.S. in Public Accounting, Public Accounting
weiser llp formerly senior partnerweiserJuly 1984 - Present
WeiserMazars LLP January 1984 - January 2013
Skills
Litigation Support, Litigation, GAAP, CPA, SEC accounting and..., Accounting, Courts, Due Diligence, SEC filings, Forensic Accounting, Nonprofits, Auditing, Corporate Tax, Tax, US GAAP, Internal Controls, Business Valuation, Assurance, Expert Witness, Tax Accounting, IFRS, Sarbanes-Oxley Act, Income Tax, Consolidation, Financial Statements, Enterprise Risk..., Financial Accounting, Tax Returns, Financial Audits, Tax Preparation, Financial Reporting
Education
Baruch College, City University of New York (CUNY) 1964 — 1970
mba, Accountancy
Baruch College, City University of New York (CUNY) 1959 — 1963
BBA, public accountancy
Bronx High School of Science 1955 — 1959
PwC June 2015 - Present
PwC May 2011 - Present
Weiser LLP June 2008 - September 2010
Accume Partners November 2002 - May 2008
Zone Telecom October 2000 - November 2002
Skills
Enterprise Risk..., SOX, Mergers, Internal Audit, Risk, Accounting, Auditing, Business Process..., CPA
Education
Saint Joseph's University - Erivan K. Haub School of Business 1995 — 1998
MBA, Finance
La Salle University - School of Business Administration 1984 — 1988
BS, Finance & Accounting Dual Major
CONSULTANT January 2012 - Present
Hamilton & MacAvery CPA'S December 2010 - January 2012
Bernath & Rosenberg September 2009 - December 2010
The Resnick Druckman Group LLC May 2009 - October 2009
Weiser LLP January 2006 - April 2009
Livingston, Wachtell & Co., LLP January 2005 - January 2006
CBIZ Business Solutions, Inc July 1984 - January 2005
Skills
Tax, Corporate Tax, Tax Returns, Tax Research, QuickBooks, Auditing, Financial Statements, Mentoring, Train Staff, Financial Accounting, General Ledger, Income Tax, Financial Planners, Tax Preparation, Tax Law, Tax Accounting, GAAP, CPA, Internal Controls, Account Reconciliation, Accounting, Sales Tax, High Net Worth..., US GAAP, SEC filings, Tax Advisory, Accountants, International Tax, IRS, Forensic Accounting, Sarbanes-Oxley Act, FIN 48
Education
Baruch College, City University of New York (CUNY) 1966 — 1970
BBA, Accounting
Baruch College of the City University of New York
Bachelor of Business Administration, Accounting
Weiser LLP November 2007 - February 2009
Education
Pace University - Lubin School of Business 2002 — 2007
BBA, Public Accounting
Weiser LLP August 1999 - Present
Education
Saint John's University 1993 — 1998
MBA, Taxation
Pace University 1980 — 1984
BBA, Public Accounting & Accounting Information Systems
Rosa Mexicano Restaurants December 2014 - Present
Rosa Mexicano Restaurants July 2014 - November 2014
K&R Realty Management Inc. January 2014 - June 2014
Seeger Weiss LLP 2009 - September 2013
Park West Executive Services January 2006 - May 2009
Weiser LLP October 2003 - January 2006
J.H. Cohn LLP June 1999 - September 2003
Levine Mandelbaum Neider Wohl September 1998 - May 1999
Wohl and Entwistle LLP May 1994 - August 1998
Mudge Rose Guthrie Alexander & Ferdon LLP January 1988 - April 1994
Skills
Financial Reporting, Accounting, Financial Statements, Accounts Payable, Cash Flow, Variance Analysis, Forecasting, Budgets, Accounts Receivable, Auditing
Education
Pace University 1995 — 2000
MBA, ACCOUNTING
St. Scholastica's College
Bachelor's Degree, Mathematics
Gillen & Johnson, P.A. September 2009 - Present
Weiser LLP June 2007 - December 2008
Cohen Friedman Dorman Leen & Co. October 2001 - June 2007
Skills
Lacerte, QuickBooks, Microsoft Word, Microsoft Excel, Efile Cabinet, BNA, Peachtree, ProSystem fx Tax, Tax Preparation, GAAP, US GAAP, CPA, Tax Returns, Accounting, Tax
Education
Kean University 1992 — 1994
Accounting
St Pius X High School
Capital One July 2011 - Present
Specialty Finance Advisors February 2010 - June 2011
CapitalSource December 2003 - February 2010
Ernst & Young December 1997 - December 2003
Weiser LLP February 1988 - December 1997
Middle market accounting firm (NYC) May 1985 - February 1988
Skills
Due Diligence, Private Equity, Finance, Mergers & Acquisitions, Credit, Financial Reporting, Financial Accounting, Healthcare, Financial Audits, Commercial Banking
Education
Binghamton University - School of Management 1981 — 1985
B.S., Accounting
Con Edison June 2012 - Present
KPMG US November 2010 - May 2012
AdMeld Inc. July 2010 - October 2010
Weiser LLP October 2007 - April 2009
Mark Paneth & Sharon LLP August 2006 - September 2006
Wassermann and Wise January 2004 - April 2004
Skills
Accounting, Tax, QuickBooks, Account Reconciliation, Accounts Receivable, Accounts Payable, CPA, ProSystem fx Tax, GAAP, SEC filings, US GAAP, Internal Controls, Financial Reporting, Financial Analysis, Fixed Assets, Auditing, General Ledger, Sarbanes-Oxley Act, Financial Accounting, Journal Entries, Financial Audits
Education
Baruch College, City University of New York (CUNY) 2004 — 2007
BBA, Accounting, Psychology
TMX Group October 2011 - Present
TGO Consulting Inc. October 2010 - October 2011
PricewaterhouseCoopers June 2005 - December 2009
Cole Systems Associates, Inc. August 2000 - May 2004
Weiser LLP August 1997 - August 2000
Skills
Microsoft SQL Server, Microsoft SQL Server..., Microsoft Dynamics GP, Microsoft Excel Visual..., International Project..., Project Management Tools, Requirements Analysis, Contract Management, Third Party Vendor..., IT Outsourcing, Technology Enabled..., Business Analysis, Solution Architecture, Data Integration, Great Plains Software, Project Management, SSRS, ERP
Education
Brandeis University 1994 — 1997
BA, Computer Science, Economics
Balance Sheet Management Services October 2013 - Present
Forster, Garbus & Garbus June 2010 - September 2013
Rugsusa.com November 2009 - January 2010
Khozem Master CPA June 2009 - October 2009
Weiser, LLP February 2008 - April 2008
JPMorgan Chase September 2007 - February 2008
Stanley Hochhauser & Co., CPA, PC February 2006 - April 2006
Skills
Microsoft Office, TaxWorks, Adobe Acrobat, QuickBooks, AS400 system, Laserfiche, Journal Entries, General Ledger, Income Tax, Accounts Payable, Account Reconciliation, Accounting, Tax, Spreadsheets, Payroll, Banking, Financial Statements, Bookkeeping, Management, Access, Invoicing, Microsoft Excel
Education
Hofstra University 2006 — 2013
Bachelor of Applied Science (B.A.Sc.), Accounting
Nassau Community College 2003 — 2006
Associate of Science (A.S.), Accounting
Murry Bergtraum High School 1998 — 2002
Accounting
Schweitzer Mauduit International. April 2015 - Present
Havertys Furniture Co, Inc. June 2000 - March 2015
Weiser LLP January 1998 - January 2000
Edward Issac & company, LLP 1996 - 1997
Mirchandan & Company 1992 - 1995
Skills
Tax Advisory, Tax, Financial Accounting, International Tax, Tax Research, Accounts Payable, Auditing, UK Corporation Tax, Transfer Pricing, Use Tax, Sales & Use Tax, Account Reconciliation, Income Tax, Accounting, Fixed Assets, Corporate Tax, Journal Entries, Tax Accounting, Financial Statements, Accruals, General Ledger, Accounts Receivable
Education
University of Mumbai 1984 — 1988
Bachelors, Accounting
Prudential Financial September 2013 - Present
Deloitte September 2010 - August 2013
Johnson & Johnson June 2009 - September 2010
Weiser LLP January 2009 - April 2009
Skills
Analysis, Budgets, PowerPoint, Management, SharePoint, Corporate Finance, Internal Audit, Software Documentation, Risk Management, Finance, Forecasting, Financial Audits, SAP, Microsoft Word, Access
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2010
Masters, Accounting
Arcesium LLC July 2015 - Present
The D. E. Shaw Group October 2013 - July 2015
Bank of New York Mellon November 2010 - September 2013
ideeli December 2009 - November 2010
Weiser LLP May 2007 - August 2008
Amboy Bank May 2006 - August 2006
Skills
Bloomberg, Financial Reporting, Internal Controls, Financial Analysis, Account Reconciliation, Accounts Payable, Bank Reconciliation, Cash Management, Accounting, Financial Modeling, Microsoft Excel, Microsoft Word, Electronic Funds..., Treasury Services, Accounts Receivable, Invoice Processing, Customer Service, Employee Training
Education
Johnson and Wales University 2005 — 2009
Accounting
Red Bank Catholic High School 2001 — 2005
Cameron Engineering & Associates LLP November 2010 - Present
Sixty Entin Ventures LLC 2001 - 2013
Nova Records Management December 2006 - December 2009
Eagle Business Archives LLC 1996 - 2006
Eagle Transfer Corp 1995 - 2005
Weiser LLP 1994 - 1995
Weitz & Klein CPA's 1991 - 1994
Silberdick & Peritz CPA's (Now Weiser LLP) 1987 - 1991
Skills
Deltek, Microsoft Dynamics, QuickBooks, Microsoft Excel, ProSeries, Financial Reporting, Internal Controls, Project Management, GAAP, Budgets, Sarbanes-Oxley Act, SEC filings, Strategic Planning, Business Analysis, Invoicing, Accounting, CPA, Document Management, Financial Analysis, Microsoft Office, Leadership, Process Improvement, Contract Negotiation, General Ledger, Marketing, Financial Statements, US GAAP, Finance, Mergers & Acquisitions, Cash Flow, Auditing, Forecasting
Education
Adelphi University
BS, Accounting
Weiser LLP January 2007 - April 2009
CBIZ Accounting, Tax and Advisory Services January 2006 - December 2006
Oikos Ventures LLC/Steven K. Aronoff, PC December 2000 - January 2006
Martoni Enterprises January 2000 - August 2000
The Chase Manhattan Bank November 1983 - January 2000
Skills
Tax, QuickBooks, General Ledger, Financial Accounting, Auditing, Account Reconciliation, Financial Statements, Tax Preparation, Tax Research, Tax Returns, Corporate Tax, Bookkeeping, Accounts Payable, Accounting, Income Tax, Journal Entries, Bank Reconciliation, Payroll, CPA, Peachtree, Financial Analysis, Accounts Receivable, Variance Analysis, Payroll Taxes
Education
Borough of Manhattan Community College 2011 — 2011
Certificate of Completion, Medical Assistant Specialist
City University of New York-Brooklyn College 1988 — 1995
BS, Accounting
Brown Brothers Harriman November 2012 - Present
Kohlberg Kravis Roberts - KKR July 2008 - May 2012
Weiser LLP October 2005 - July 2008
Education
Federal Polytechnic Ilaro, Ogun State, Nigeria 2001 — 2006
Bachelor's degree, Accounting, 3.7
Baruch College, City University of New York (CUNY) 2001 — 2002
Master of Business Administration (MBA), Computer and Information Systems Security/Information Assurance, 3.83
Hilton Fort Lauderdale Beach Resort May 2015 - Present
ESquared Hospitality / BLT Restaurants March 2014 - February 2015
Park South Hospitality June 2012 - March 2014
Pacha New York June 2010 - May 2012
Commercial Real Estate Finance Council November 2009 - June 2010
Aldan Troy Group September 2008 - November 2009
Rein Teen Tours June 2008 - August 2008
Gucci May 2007 - August 2007
Weiser LLP August 2003 - January 2007
Kenneth Cole Productions June 2006 - August 2006
Skills
Sales, Customer Service, Event Management, Event Planning, Corporate Events, Coordinating Events, Advertising
Education
University of Maryland College Park 2004 — 2008
Bachelor of Science, Marketing
LG ELECTRONICS USA, INC June 2013 - April 2014
Frankel Loughran Starr & Vallone January 2010 - January 2011
Weiser LLP January 2007 - April 2010
Weiser LLP January 2007 - January 2010
Deloitte and Touché January 2005 - January 2007
Deliotte & Touche 2005 - 2007
Frankel Loughran Starr & Vallone January 2001 - January 2005
KPMG US January 1999 - January 2000
Skills
Tax, Corporate Tax, Accounting, Auditing, GAAP, Tax Returns, CPA, General Ledger, Tax Law, Preparation, Tax Accounting, International Tax, Income Tax, Tax Preparation, State Tax, Partnership Taxation, Tax Advisory
Education
Pace University
Bachelor of Business Administration; MBA, Taxation
Nestlé Waters North America June 2015 - Present
Avon Products, Inc. December 2012 - June 2015
Avon Products Inc. November 2009 - December 2012
Avon Products Inc. June 2009 - November 2009
Avon Products Inc. May 2007 - June 2009
Avon Products Inc. April 2006 - May 2007
Weiser LLP January 2002 - April 2006
Skills
Tax, Financial Reporting, Accounting, General Ledger, Financial Analysis, GAAP, US GAAP, Strategic Financial..., Accounts Payable, Accounts Receivable, Sarbanes-Oxley Act, Internal Controls, Sarbanes-Oxley, Corporate Finance, Consolidation, Auditing
Education
University at Albany, SUNY 1997 — 2001
B.S., Accounting, Economics, Business Administration
Department of Commerce April 2010 - Present
Robert Half International January 2010 - April 2010
ROSENBERG, NEUWIRTH & KUCHNER November 2007 - November 2009
BANK OF AMERICA CORP March 2007 - October 2007
MANPOWER, INC October 2006 - March 2007
Weiser LLP January 2005 - September 2006
J.H. Cohn, L.L.P. September 2001 - November 2003
Education
Adelphi University
MBA, Accounting
Adelphi University
BBA, Finance
The University of Chicago
HS Diploma
Weiser LLP ManagerWeiserMazars LLP2003 - Present
Martorella & Grasso PC September 1998 - August 2003
Skills
QuickBooks, Private client services, High Net Worth..., Speaks Italian
Education
Hofstra University 1974 — 1978
Adelphi University 1979 — 1980
MBA
ERNST&YOUNG December 2014 - Present
Frydland Stevens, LLC August 2008 - December 2014
Weiser LLP March 2006 - June 2008
Skills
Partnership Taxation, Tax, Accounting, Corporate Tax, Investments, Tax Preparation, Tax Research
Education
Pace University - Lubin School of Business 2003 — 2007
BBA, Accounting
WeiserMazars LLP October 2011 - Present
Weiser LLP 2008 - Present
WeiserMazars LLP April 2006 - August 2008
WATER AUTHORITY OF WESTERN NASSAU COUNTY June 2003 - April 2006
Education
LIU Post 2003 — 2008
BS/MBA, Accounting
Hicksville High School
Pinnacle Commercial Development, Inc. October 2011 - Present
Van Duyne, Behrens & Co., P.A. April 2009 - June 2011
Weiser LLP December 2008 - March 2009
Education
Rutgers University-New Brunswick 2006 — 2008
B.S., Accounting
Brookdale Community College 2005 — 2006
A.A., Business Administration
Real Possibilities, LLC ManagerWeiser LLP2006 - 2008
Weiser LLP 2006 - 2008
Education
University of Delaware
Schembre & Gannon CPAs LLC 2011 - 2014
Frankel and Topche PC 2008 - 2010
Bowne & Co. November 1998 - November 2004
Weiser LLP November 1993 - November 1998
Education
State University of New York at Albany 1989 — 1993
Bachelor of Science in Business Administration, Accounting
Sacred Heart Academy 1985 — 1989
High School