Whittlesey & Hadley, PC
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Whittlesey & Hadley, PC Employees
Whittlesey & Hadley, PC September 2013 - Present
CohnReznick LLP September 2000 - August 2013
J.H. Cohn LLP 2000 - 2010
CCR LLP January 1997 - September 2000
Skills
Corporate Tax, FIN 48, Tax, Tax Research, FAS109, CPA, Tax Accounting, Sarbanes-Oxley Act, Income Tax, ProSystem fx Tax, Partnership Taxation, GAAP, SEC filings, International Tax, US GAAP, S Corporations, Tax Preparation, Auditing, Transfer Pricing, Tax Advisory, Accounting, Tax Returns, SEC Filings
Education
University of Hartford 2000 — 2005
Masters, Taxation
Central Connecticut State University 1994 — 1996
BS, Accounting
Middlesex Community College 1992 — 1994
AS, Accounting
Whittlesey & Hadley, PC - Certified Public Accountants and Consultants August 2008 - Present
Whittlesey & Hadley, PC January 2006 - August 2008
Snyder & Haller, PC 1989 - 2006
Skills
Audit, Tax & Consulting, Valuation Services, Audit, Auditing, Accounting, Tax, Financial Reporting, Corporate Tax, Financial Accounting, Financial Modeling, QuickBooks, Risk Assessment, Strategic Planning, Internal Controls, Risk Management, Banking, SEC filings, Microsoft Excel, Sarbanes-Oxley Act, Financial Analysis, GAAP
Education
Fairfield University 1981 — 1983
MS, Finance / Accounting
Greater Hartford Jaycees Foundation January 2011 - Present
Whittlesey & Hadley, PC June 2004 - Present
Skills
Accounting, Financial Reporting, Tax Preparation, GAAP, Internal Controls
Education
The University of Connecticut School of Business 2003 — 2004
Masters of Science, Accounting
The University of Connecticut School of Business 1999 — 2003
Bachelor of Science, Accounting
Vesta Corporation March 2015 - Present
Vesta Corporation October 2012 - March 2015
Whittlesey & Hadley, PC July 2006 - October 2012
Comcast Spotlight May 2006 - July 2006
LGC&D October 2005 - April 2006
Skills
Auditing, Financial Statements, GAAP, Financial Reporting, Financial Analysis, Accounting, US GAAP, Financial Accounting, Internal Controls, Tax Credits, Nonprofits, Finance, General Ledger, Sarbanes-Oxley Act, Affordable Housing, Non-profits, Account Reconciliation, Financial Audits, Budgets, Management, ProSystem fx Tax, Single Audit, Employee Training, Yardi Voyager, Yardi - Payscan, LIHTC, Yardi -...
Education
University of Rhode Island - College of Business Administration 2001 — 2005
BS, Accounting
Windsor High School 1997 — 2001
Sea Tea Imrpov
Improvisational Comedy/Theater
Casasanta & Associates, LLC December 2011 - Present
Whittlesey & Hadley, PC June 2005 - December 2011
Newington Republican Town Committee 2005 - 2011
Wright for Treasurer April 2010 - December 2010
Newington Chapter of UNICO National July 2008 - June 2010
MetLife 2004 - 2005
Hamilton Sundstrand Federal Credit Union 1992 - 2004
Skills
CPA, Certified Financial..., Tax Preparation, Accounting, Financial Reporting, Corporate Tax, Small Business, Bookkeeping, Estate Planning, Insurance, Financial Accounting, Retirement Planning, Income Tax, Payroll, Tax Returns, Financial Analysis, Tax Accounting, Asset Managment, Partnership Taxation, QuickBooks, Trusts, Internal Controls, Tax, US GAAP, Strategic Financial..., Cost Accounting, Financial Statements, Estate Tax Planning, LLC, Mergers & Acquisitions, Payroll Taxes, Auditing, GAAP, ProSystem fx Tax, Sales Tax, Budgets, General Ledger, Finance, Account Reconciliation, Sarbanes-Oxley Act, External Audit, Cash Flow
Education
University of Hartford 1982 — 1986
MSPA, Accounting
Boston College 1980 — 1982
CT ANG November 2013 - Present
Connecticut Air National Guard July 2002 - November 2013
Manchester Community College January 2011 - January 2013
CIGNA April 2012 - July 2012
London & Company, LLP December 2010 - April 2011
Kosovsky, Pratesi & Company, LLC November 2009 - April 2010
Whittlesey & Hadley, PC January 2008 - November 2009
Skills
Accounting, QuickBooks, Auditing, Financial Accounting, Financial Reporting, Financial Analysis, Tax Preparation, Tax, ProSystem fx Tax, Non-profits, Microsoft Excel, GAAP, Management, Strategic Planning
Education
Community College of the Air Force 2014 — 2015
Associate of Science (A.S.), Hospitality & Fitness Management
Community College of the Air Force 2014 — 2015
Associate of Science (A.S.), Human Resources Management
Post University 2008 — 2010
MBA, Leadership
Eastern Connecticut State University 2005 — 2007
BS, Accounting
Manchester Community College 2004 — 2007
AS, Accounting
Manchester Community College 2004 — 2007
AS, Business Administration
Nicola, Yester & Company, P.C. January 2014 - Present
Nicola, Yester & Company, P.C. 2013 - Present
ConnectiCare January 2005 - December 2006
Whittlesey & Hadley, PC January 2001 - December 2004
CIGNA Healthcare November 1998 - December 2000
Skills
CPA, Accoun, Tax Preparation, Financial, Business Valuation, Financial Audits, Accounting, Financial Reporting, Corporate Tax, Tax, Tax Accounting, Income Tax, Financial Accounting, US GAAP, GAAP, S Corporations, Financial Statements
Education
Central Connecticut State University 1987 — 1989
Bachelor of Science (B.S.), Accounting
The University of Connecticut School of Business 1985 — 1987
Undergraduate studies, Accounting
Farmington High School 1981 — 1985
Undergraduate studies
Whittlesey & Hadley, PC July 2006 - Present
Skills
Financial Reporting, Analytical Skills, Highly Detailed, Highly motivated..., Problem Solving, Team Management, US GAAP reporting, Project Management, Deadline Oriented, Organization Skills, Business Networking, Auditing, Accounting, Financial Analysis, CPA, Financial Statements, GAAP, Financial Accounting, Internal Controls, US GAAP
Education
Central Connecticut State University 2000 — 2005
Bachelor of Science, Accounting and Finance
Norwich Free Academy 1996 — 2000
Luke Financial Company April 2002 - Present
Principal Financial Group 2004 - 2006
Principal Financial Group 2004 - 2006
Principal Financial Group 2004 - 2006
Lucas Group February 1991 - March 2002
PwC 1983 - 1990
Price Waterhouse Coopers 1987 - 1989
Whittlesey & Hadley, PC May 1983 - May 1986
Education
Baylor University - Hankamer School of Business 1986 — 1988
Antioch University
Central Connecticut State University
WebsterRogers LLP April 2014 - Present
Whittlesey & Hadley, PC 2008 - 2013
Apogee Business Consulting, LLC 2002 - 2009
Elon University 2007 - 2008
Kerkering Barberio 1999 - 2001
Speedline Technologies 1991 - 1999
Skills
Operations Management, Marketing, Marketing Communications, Profitability..., Product Development, Product Management, Positioning, Executive Coaching, Technical Writing, International Business, Content Development, Joint Ventures, Accounting, Marketing Management, Public Relations, Corporate Communications, Strategic Planning, Marketing Strategy, Start-ups, International Sales, New Business Development, Cross-functional Team..., Manufacturing, Contract Negotiation, Budgets, Product Marketing, Process Improvement, Financial Analysis, Business Development, Business Strategy, Leadership, Business Planning, Management Consulting, Mergers & Acquisitions, Forecasting, CRM, Executive Management, Financial Modeling, Financial Accounting, Financial Reporting, Internal Controls
Education
Southern Connecticut State University
BA, magna cum laude, Mathematics/economics
University of New Haven
Master of Business Administration (M.B.A.), Marketing and operations
C. Lewis & Company, LLP June 2008 - Present
University of Connecticut - Dining Services May 2007 - June 2008
Whittlesey & Hadley, PC January 2007 - April 2007
Skills
Accounting, Microsoft Excel, Financial Analysis, Financial Modeling, Insurance, Forecasting, Internal Controls, Business Analysis, Financial Accounting, Data Analysis, Business Valuation
Education
The University of Connecticut School of Business 2004 — 2008
Bachelor of Science, Accounting
Holy Cross High School 2002 — 2004
Accounting Services August 2014 - Present
Minuteman Press Danbury Ct. February 2012 - Present
Alstom Power October 2005 - September 2009
Whittlesey & Hadley, PC 1998 - 2005
Connecticut Limo January 1996 - September 1998
UnionTell & Associates/ Thomas J. Demchak, CPA December 1992 - January 1996
Anquilarre, Lipnicki & Ruocco, CPA's LLC 1989 - 1992
Skills
Direct Sales, Digital Printing, Offset Printing, Print Production..., B2B Marketing, B2B services, Financial Accounting, Managerial Experience, Self-driven, Management, Sales, Financial Reporting, Marketing, B2B, Banners, Budgets, Small Business, CRM, Direct Mail, Graphic Design, Wide Format Printing, New Business Development, Account Management, Nonprofits, Corporate Gifts, Finance, Brochures, Graphics, Advertising, Business Development, Labels
Education
Plymouth State University 1985 — 1989
BS, Accounting
Old Saybrook Sr. High School 1980 — 1984
High School
MassMutual Financial Group June 2012 - Present
Whittlesey & Hadley, PC August 2011 - June 2012
Whittlesey & Hadley, PC August 2008 - July 2011
Skills
ProSystem fx Tax, Auditing, Tax Preparation, Financial Accounting, Financial Reporting, Accounting, Internal Controls, Tax, QuickBooks, General Ledger, Financial Analysis, Payroll, Account Reconciliation, US GAAP, Internal Audit, Financial Statements, GAAP
Education
University of Hartford 2011 — 2012
Master of Science (MS), Accounting, 4.0
University of Massachusetts at Amherst - Isenberg School of Management 2004 — 2008
Bachelor of Business Administration (BBA), Accounting, 3.377
Connecticut Society of CPAs May 2010 - Present
Robert Half Management Resources September 1987 - Present
ESPN 1984 - 1987
Whittlesey & Hadley, PC 1979 - 1983
Fleet Bank 1978 - 1979
Skills
Auditing
Education
Northeastern University 1973 — 1978
Bachelor of Science, Accounting
SERC (State Education Resource Center) August 2015 - Present
Urban League of Greater Hartford September 2012 - August 2015
National Association of Black Accountants, Inc. Greater Hartford Chapter July 2012 - January 2013
Whittlesey & Hadley, PC February 2006 - September 2012
BlumShapiro December 2003 - January 2006
Connecticut Housing Finance Authority July 1998 - October 2003
Skills
Auditing, Financial Accounting, Compliance, Accounting, Internal Controls, Tax Preparation, Financial Reporting, Tax, GAAP, QuickBooks, Financial Analysis, Corporate Tax, General Ledger, Financial Modeling, CPA, Finance, Budgets, US GAAP, External Audit
Education
Kean University 1987 — 1991
BS, Accounting
Northland Community and Technical College August 2012 - Present
John Chappell, CPA May 2008 - Present
RoseRyan May 2005 - November 2008
Gatto, Pope & Walwick, LLP July 2004 - May 2005
Robert Half Finance & Accounting 2002 - 2004
PwC 2001 - 2002
Whittlesey & Hadley, PC July 1999 - August 2001
Skills
Testing, Documentation, Internal Controls, Compliance, Accounting, SOX, General Ledger, Big 4, Biotechnology, Reconciliations, Reconciliation, Sarbanes-Oxley Act, Sarbanes-Oxley, Account Reconciliation, Software Documentation, Finance, US GAAP, SEC filings, CPA
Education
University of California, Santa Barbara 1994 — 1998
BA, Economics with Accounting Emphasis
The American Lung Association of the Notheast February 2015 - Present
Easter Seals Goodwill Industries October 2012 - Present
THE ANNIE E. CASEY FOUNDATION March 2010 - February 2013
Whittlesey & Hadley, PC January 2008 - March 2010
UHY LLP January 2005 - November 2007
Skills
ProSystem fx Tax, Accounting, Auditing, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Financial Analysis, GAAP, Corporate Tax, Tax, QuickBooks, General Ledger, SEC filings, Microsoft Excel, Financial Accounting, Tax Preparation, Payroll, Partnership Taxation, Microsoft Word, Account Reconciliation, Internal Audit, US GAAP, Financial Statements, Financial Audits, Journal Entries, External Audit, Variance Analysis, Consolidation, Sarbanes-Oxley, Revenue Recognition, Accounts Receivable, Nonprofits, Great Plains Software, Outlook, Lotus Notes, Accruals, Bank Reconciliation, Microsoft Office, Expenses, Bookkeeping, PowerPoint, Tax Returns, Fixed Assets, Accounts Payable, Budgets, Finance
Education
Quinnipiac University 2004 — 2005
Bachelor’s Degree of Science, Accounting
Quinnipiac University 1999 — 2003
Bachelor’s Degree of Science, Business Management
SUMMIT CONSULTING GROUP, INC. May 1993 - Present
DATA CAPTURE SOLUTIONS January 2004 - January 2005
STEVE PARK MOTORSPORTS March 1997 - March 2000
Diversified Business Consulting January 1991 - April 1993
WHITTLESEY & HADLEY, PC December 1989 - September 1990
VECCHITTO & SCHULZ/VECCHITTO, MACCA & CO. October 1986 - November 1989
Hamilton Test Systems/CT Emissions January 1986 - October 1986
Israel Gordon, PC CPA May 1985 - September 1985
Skills
Strategic Planning, Accounting, Business & Individual..., Part TIme COO/CFO, Tax, Contract Negotiation, Team Building, Negotiation, Strategy, Entrepreneurship, Start-ups, Process Improvement, Financial Analysis
Education
Bryant University 1982 — 1986
BS IN BA, Accounting...Concentrations in Law, Economics, Industrial Psychology..Also Military Science
Whittlesey & Hadley, PC July 2013 - Present
Braver PC 2003 - 2013
Shapiro, Weiss & Company 1992 - 2003
Allied Signal 1980 - 1988
Skills
Human Resources, Recruiting, Performance Management, Talent Management, Talent Acquisition, Accounting, Financial Reporting, Management, Budgets, Strategic Planning, Personnel Management, Employee Benefits, Team Building, Management Consulting, Payroll, Mergers & Acquisitions, Finance, Marketing, Cash-flow Management
Education
University of Pennsylvania - The Wharton School 1983 — 1985
Political Science Management
University of the Witwatersrand 1968 — 1976
BS, Accounting & Auditing
Northeast Thermography May 1995 - Present
Whittlesey & Hadley, PC May 1992 - May 1995
Seward and Monde CPA's July 1990 - May 1992
Skills
Offset Printing, Digital Printing, Print Management, Variable Data Printing, Wide Format Printing, Direct Mail, Corporate Gifts, Account Management, B2B, Pre-press, Labels, Print On Demand, Bindery, Direct Marketing
Education
Central Connecticut State University 1986 — 1990
BS, Accounting
Whittlesey & Hadley, P.C. January 2012 - Present
Whittlesey & Hadley, PC December 2008 - December 2011
Kaman Aerospace June 2004 - December 2008
KPMG LLP August 1984 - June 2004
Skills
Accounting, Microsoft Office, Real Estate, Finance, Financial Reporting, PowerPoint, Nonprofits, Financial Accounting, Auditing, Financial Analysis, SEC filings, US GAAP, GAAP, Internal Controls, Sarbanes-Oxley Act, Management
Education
University of Connecticut 1980 — 1984
B.S., Accounting
Whittlesey & Hadley, PC
Skills
GAAP, Tax Preparation, Financial Reporting, ProSystem fx Tax, Financial Accounting, Corporate Tax, Tax, Internal Controls, Accounting, QuickBooks, Auditing, Tax Accounting, CPA, General Ledger, US GAAP, Financial Statements, Sarbanes-Oxley Act, Financial Analysis, External Audit, Account Reconciliation
Education
University of Connecticut 1976 — 1980
BS, Accounting
Whittlesey & Hadley, PC September 2011 - Present
Cornerstone Financial Group January 2006 - April 2009
Skills
Auditing, Bank Reconciliation, Tax Returns, Microsoft Excel, Invoicing, Banking, Financial Audits, Employee Benefits, Preparation, GAAP, Balance Sheet, Accounting, Financial Reporting, ProSystem fx Tax, QuickBooks
Education
The University of Connecticut 2007 — 2011
Bachelor of Science (BS), Accounting
Quinnipiac University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
The University of Connecticut School of Business 2007 — 2011
Bachelor of Science, Business Administration; Accounting
TRUMPF November 2011 - Present
Whittlesey & Hadley, PC August 2010 - November 2011
Parent, McLaughlin & Nangle, CPAs July 2008 - July 2010
Skills
Financial Reporting, Internal Controls, Finance, Financial Accounting, Microsoft Excel, Auditing, Accounting, Financial Analysis
Education
Assumption College 2004 — 2008
BA, Accounting
Whittlesey & Hadley, PC January 2009 - Present
Education
Manchester Community College
Associates Degree, General Studies
Whittlesey & Hadley, PC May 2005 - Present
Trantolo & Trantolo, Butler Norris & Gold, Kenny & Brimmer July 1998 - March 2004
Skills
Accounting, Financial Reporting, Tax Preparation, Financial Accounting, Auditing, Tax, Payroll, Financial Statements, Financial Analysis, Internal Controls
Education
Manchester Community College 1988 — 1993
Associate's degree, General Studies
Whittlesey & Hadley, PC September 2010 - Present
Price Waterhouse Coopers 1993 - 2010
Ernst & Young 1985 - 1993
Skills
Accounting, Financial Reporting, Mergers, Auditing, SOX, Due Diligence, Private Equity, Risk Management, Valuation, Financial Modeling
Education
Bryant University 1981 — 1985
BS in BA, Accouinting
Whittlesey & Hadley, PC 1984 - Present
Skills
Financial Modeling, Non-profits, Tax Preparation, Financial Statements, Financial Accounting, Financial Reporting, Account Reconciliation, Auditing, Internal Controls, Public Speaking, Accounting, Tax Accounting, Tax, Valuation, GAAP, Strategy, Financial Services, Insurance, General Ledger, Mergers & Acquisitions, Sarbanes-Oxley Act, QuickBooks, Nonprofits, Management, Financial Analysis, Strategic Planning, Leadership, US GAAP, Corporate Tax
Education
Bryant University 1980 — 1984
Pottery Barn October 2010 - February 2011
Mark Twain House & Museum 2002 - 2011
Kemper Asociates Architect 2007 - 2008
Wentworth, D'Angelos & Kaufman, Ins. September 2006 - December 2006
Mandell & Blau, MD's, PC May 2005 - November 2005
Whittlesey & Hadley, PC November 2003 - May 2005
Sisters of Providence Health System 1990 - 1997
Education
Union College 1981 — 1985
B.A., Economics
Longmeadow High School 1980 — 1981
Diploma
New Canaan High School 1977 — 1980
Peg Mathisen January 1990 - Present
Pella Window and Doors-CT November 1984 - January 1990
Whittlesey & Hadley, PC December 1980 - November 1984
Skills
Accounting, Financial Reporting, Financial Analysis, Auditing, Management Consulting, Internal Controls, Tax, Financial Accounting, GAAP, Sarbanes-Oxley Act
Education
State University of New York at Albany 1977 — 1978
BA, Accounting, sociology
Suffolk County Community College 1974 — 1976
AAS, Accounting
Whittlesey & Hadley, PC January 2013 - Present
Walt Disney World February 2008 - Present
Abercrombie & Fitch September 2007 - Present
Education
The University of Connecticut 2010 — 2012
Bachelor of Arts (B.A.), Communication, General
The University of Connecticut School of Business 2010 — 2012
Bachelor of Science, Accounting
Boston University 2006 — 2009
Prospector Partners, LLC March 2006 - Present
Whittlesey & Hadley, PC September 1997 - March 2006
Coopers & Lybrand September 1993 - September 1995
Ernst & Young August 1990 - September 1993
Education
Central Connecticut State University 1986 — 1990
Bachelor of Science (B.S.)