Wolf & Company
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Wolf & Company Employees
Employee
Years
Job
Industry
John Morley John Morley's Wolf & Company Experience 1985 - 1996
Job President at Bank of Easton
Industry Banking
Experience
Bank of Easton April 2013 - Present
Bank of Easton April 1998 - April 2013
Wolf & Company, P.C. 1985 - 1997
Wolf & Company 1985 - 1996
Skills
Banking, Financial Analysis, Financial Reporting, Risk Management, Strategic Planning, Accounting, Mergers, Mergers & Acquisitions, Strategic Financial..., Auditing, Cash Management, Credit, Internal Controls, Financial Modeling, Managerial Finance, Investments, Financial Risk, Finance, Treasury Management, Loans, Credit Analysis, Portfolio Management
Education
Boston College 1981 — 1985
Bachelor of Science (BS), Accounting and Finance
Canton High School 1978 — 1981
Bank of Easton April 2013 - Present
Bank of Easton April 1998 - April 2013
Wolf & Company, P.C. 1985 - 1997
Wolf & Company 1985 - 1996
Skills
Banking, Financial Analysis, Financial Reporting, Risk Management, Strategic Planning, Accounting, Mergers, Mergers & Acquisitions, Strategic Financial..., Auditing, Cash Management, Credit, Internal Controls, Financial Modeling, Managerial Finance, Investments, Financial Risk, Finance, Treasury Management, Loans, Credit Analysis, Portfolio Management
Education
Boston College 1981 — 1985
Bachelor of Science (BS), Accounting and Finance
Canton High School 1978 — 1981
Pam Prestinario Pam Prestinario's Wolf & Company Experience 1977 - 1981
Job CPA at Jonker & Associates
Industry Accounting
Experience
Jonker & Associates June 1994 - Present
Cetera Financial Specialists LLC October 1994 - Present
Laventhal & Horwath May 1981 - July 1981
Wolf & Company 1977 - 1981
Skills
Accounting, QuickBooks, Finance, Securities, Microsoft Word, Tax, Financial Reporting, Customer Service, CPA, Financial Analysis, Microsoft Excel, Insurance
Education
Lewis University 1973 — 1976
BS, Accounting
Aurora Central Catholic High School 1969 — 1973
Jonker & Associates June 1994 - Present
Cetera Financial Specialists LLC October 1994 - Present
Laventhal & Horwath May 1981 - July 1981
Wolf & Company 1977 - 1981
Skills
Accounting, QuickBooks, Finance, Securities, Microsoft Word, Tax, Financial Reporting, Customer Service, CPA, Financial Analysis, Microsoft Excel, Insurance
Education
Lewis University 1973 — 1976
BS, Accounting
Aurora Central Catholic High School 1969 — 1973
Jason Locke Jason Locke's Wolf & Company Experience Golf Course AttendantUniversity Golf CourseMarch 1999 - September 1999
Job Owner, Wolf & Company
Industry Accounting
Experience
Wolf & Company Golf Course AttendantUniversity Golf CourseMarch 1999 - September 1999
Education
CA School of Business 2002 — 2004
CA, Accounting
The University of British Columbia 1998 — 2002
Bachelor, Accounting
California State University-San Bernardino 1999 — 2000
Accounting
Wolf & Company Golf Course AttendantUniversity Golf CourseMarch 1999 - September 1999
Education
CA School of Business 2002 — 2004
CA, Accounting
The University of British Columbia 1998 — 2002
Bachelor, Accounting
California State University-San Bernardino 1999 — 2000
Accounting
Elizabeth Asmar Elizabeth Asmar's Wolf & Company Experience October 2012 - September 2013
Job Sr. Administrative Assistant at McGladrey
Industry Writing and Editing
Experience
McGladrey July 2014 - Present
McGladrey January 2014 - April 2014
Wolf & Company October 2012 - September 2013
Averett Warmus Durkee May 2006 - August 2012
Skills
Excellent time and..., Skilled at..., Craftmanship, Great eye for detail, Remarkable ability to..., Excellent public..., Editing, Microsoft Word, Proofreading
Education
University of Central Florida 2004 — 2006
Bachelor of Science (BS), Business Administration and Management, General
University of Central Florida - College of Business Administration
Bachelor of Science (B.S.), Business Administration and Management, General
McGladrey July 2014 - Present
McGladrey January 2014 - April 2014
Wolf & Company October 2012 - September 2013
Averett Warmus Durkee May 2006 - August 2012
Skills
Excellent time and..., Skilled at..., Craftmanship, Great eye for detail, Remarkable ability to..., Excellent public..., Editing, Microsoft Word, Proofreading
Education
University of Central Florida 2004 — 2006
Bachelor of Science (BS), Business Administration and Management, General
University of Central Florida - College of Business Administration
Bachelor of Science (B.S.), Business Administration and Management, General
Donald Payne's Wolf & Company Experience September 2002 - September 2005
Job Risk Management Officer at MA PRIM Board
Industry Investment Management
Experience
Massachusetts PRIM Board November 2006 - Present
The Mentor Network September 2005 - November 2006
Wolf & Company September 2002 - September 2005
Skills
Sarbanes-Oxley Act, Due Diligence, Financial Reporting, Portfolio Management, Financial Risk, Risk Management, Investments, Real Estate, Internal Controls, Financial Modeling, Financial Analysis
Education
Boston College 1998 — 2002
Xaverian Brothers HS 1994 — 1998
Massachusetts PRIM Board November 2006 - Present
The Mentor Network September 2005 - November 2006
Wolf & Company September 2002 - September 2005
Skills
Sarbanes-Oxley Act, Due Diligence, Financial Reporting, Portfolio Management, Financial Risk, Risk Management, Investments, Real Estate, Internal Controls, Financial Modeling, Financial Analysis
Education
Boston College 1998 — 2002
Xaverian Brothers HS 1994 — 1998
Lynne Caver's Wolf & Company Experience 1986 - 1990
Job Finance Director
Industry Higher Education
Experience
California Institute of Technology September 2007 - Present
Caltech January 2004 - August 2007
Ashlock & Trimarche 2002 - 2004
David Smith CPA/John Hornick CPA 1998 - 2002
Taylor and Lieberman, AAC, CPAs 1991 - 1997
Wolf & Company 1986 - 1990
Troiano, Connolly & Company 1984 - 1986
Skills
Research, Data Analysis, Budgets, Process Improvement, Accounting, Management, Variance Analysis, Financial Analysis, Finance, Forecasting, Financial Reporting, Strategic Planning, Leadership, Strategy, Microsoft Excel, Business Process...
Education
College of the Holy Cross 1980 — 1984
BA, Economics/Accounting
California Institute of Technology September 2007 - Present
Caltech January 2004 - August 2007
Ashlock & Trimarche 2002 - 2004
David Smith CPA/John Hornick CPA 1998 - 2002
Taylor and Lieberman, AAC, CPAs 1991 - 1997
Wolf & Company 1986 - 1990
Troiano, Connolly & Company 1984 - 1986
Skills
Research, Data Analysis, Budgets, Process Improvement, Accounting, Management, Variance Analysis, Financial Analysis, Finance, Forecasting, Financial Reporting, Strategic Planning, Leadership, Strategy, Microsoft Excel, Business Process...
Education
College of the Holy Cross 1980 — 1984
BA, Economics/Accounting
Cynthia Mahoney Rock Cynthia Mahoney Rock's Wolf & Company Experience August 2011 - March 2012
Job BSA Administrator at Freedom Credit Union
Industry Banking
Experience
FREEDOM CREDIT UNION September 2012 - Present
WOLF & COMPANY August 2011 - March 2012
POLISH NATIONAL CREDIT UNION February 2006 - August 2011
COCC September 2003 - February 2006
CREDIT DATA SERVICES September 1998 - February 2003
Skills
Risk Assessment, Policy, Compliance, Auditing, AML, Procedure Development, Training Coordination, Project Management
Education
Fairfield University
Business
St. John's School of Business
Software Specialist, Software Support
FREEDOM CREDIT UNION September 2012 - Present
WOLF & COMPANY August 2011 - March 2012
POLISH NATIONAL CREDIT UNION February 2006 - August 2011
COCC September 2003 - February 2006
CREDIT DATA SERVICES September 1998 - February 2003
Skills
Risk Assessment, Policy, Compliance, Auditing, AML, Procedure Development, Training Coordination, Project Management
Education
Fairfield University
Business
St. John's School of Business
Software Specialist, Software Support
Sara Honig Sara Honig's Wolf & Company Experience October 2009 - August 2010
Job Benefits Manger at Historic Hudson Valley
Industry Human Resources
Experience
Historic Hudson Valley September 2015 - Present
Xylem Inc. June 2014 - October 2014
Bloomberg LP April 2012 - June 2014
Aegis Media August 2010 - April 2012
Wolf & Company October 2009 - August 2010
Endo Pharmaceuticals (formerly Indevus Pharmaceuticals) July 2007 - October 2009
Skills
Benefits Administration, Employee Relations, Applicant Tracking..., HRIS, Performance Management, Customer Service, Human Resources, Employee Benefits, Time Management, Onboarding, Talent Management, Recruiting, Management, Talent Acquisition, Leadership, Employee Engagement
Education
Emmanuel College 2008 — 2010
Masters, Human Resources
Bryant University 2002 — 2006
BS, Business
Historic Hudson Valley September 2015 - Present
Xylem Inc. June 2014 - October 2014
Bloomberg LP April 2012 - June 2014
Aegis Media August 2010 - April 2012
Wolf & Company October 2009 - August 2010
Endo Pharmaceuticals (formerly Indevus Pharmaceuticals) July 2007 - October 2009
Skills
Benefits Administration, Employee Relations, Applicant Tracking..., HRIS, Performance Management, Customer Service, Human Resources, Employee Benefits, Time Management, Onboarding, Talent Management, Recruiting, Management, Talent Acquisition, Leadership, Employee Engagement
Education
Emmanuel College 2008 — 2010
Masters, Human Resources
Bryant University 2002 — 2006
BS, Business
Susan (Hamilton) Porter's Wolf & Company Experience 1982 - 1985
Job CPA CFP at Croyle & Associates PC
Industry Accounting
Experience
Croyle & Associates PC 2006 - Present
O'Hara & Company 2000 - 2006
Yoshida & Sokolski, P.C. 1996 - 2000
Leydon and Gallagher 1994 - 1996
KPMG 1986 - 1994
Wolf & Company 1982 - 1985
Skills
Tax Research, Tax Preparation, Financial Planners, Tax, Income Tax, CPA, Tax Accounting, GAAP, Corporate Tax, S Corporations, Tax Returns, Partnership Taxation, Tax Advisory
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1987 — 1993
MS, Taxation
University of Massachusetts Lowell 1978 — 1982
B.S., Accounting
Westford Academy
Croyle & Associates PC 2006 - Present
O'Hara & Company 2000 - 2006
Yoshida & Sokolski, P.C. 1996 - 2000
Leydon and Gallagher 1994 - 1996
KPMG 1986 - 1994
Wolf & Company 1982 - 1985
Skills
Tax Research, Tax Preparation, Financial Planners, Tax, Income Tax, CPA, Tax Accounting, GAAP, Corporate Tax, S Corporations, Tax Returns, Partnership Taxation, Tax Advisory
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1987 — 1993
MS, Taxation
University of Massachusetts Lowell 1978 — 1982
B.S., Accounting
Westford Academy
Frank Vrkljan, CPA's Wolf & Company Experience January 1981 - January 1985
Job Results Driven Controller, CFO
Industry Accounting
Experience
World Financial Group (WFG) October 2011 - Present
C D Peacock 1998 - 2011
C D Peacock 1992 - 1998
Triangle Mobile Electronics 1991 - 1992
Glynwed International 1987 - 1991
Philip Rosenstrock 1985 - 1987
Wolf & Company January 1981 - January 1985
Skills
Cash Management, Troubleshooting, Budgeting, Accounting, Negotiation, Financial Management, Analysis, Inventory Management, Strategic Planning, Cost Reduction, P&L Management, Vendor Relations, Staff Development, Financial Modeling, Forecasting, Expenses, Process Improvement, Financial Reporting, Planning, Payroll Processing, Business Strategy, Small Business, Team Building, Financial Control, Auditing, Budget Development, Contract Negotiation, Business Consulting, Retail Management, Great Plains Software, Microsoft Excel, Budgets, Cash Flow, Management Consulting, Account Reconciliation, Financial Audits, Managerial Finance, Variance Analysis, Internal Audit, Mergers & Acquisitions, Payroll, Financial Analysis, Leadership, Strategic Financial..., Internal Controls, Finance, Management, Human Resources, P&L, Executive Management
Education
University of Illinois at Chicago
Bachelors of Science, Accounting and Business/Management
World Financial Group (WFG) October 2011 - Present
C D Peacock 1998 - 2011
C D Peacock 1992 - 1998
Triangle Mobile Electronics 1991 - 1992
Glynwed International 1987 - 1991
Philip Rosenstrock 1985 - 1987
Wolf & Company January 1981 - January 1985
Skills
Cash Management, Troubleshooting, Budgeting, Accounting, Negotiation, Financial Management, Analysis, Inventory Management, Strategic Planning, Cost Reduction, P&L Management, Vendor Relations, Staff Development, Financial Modeling, Forecasting, Expenses, Process Improvement, Financial Reporting, Planning, Payroll Processing, Business Strategy, Small Business, Team Building, Financial Control, Auditing, Budget Development, Contract Negotiation, Business Consulting, Retail Management, Great Plains Software, Microsoft Excel, Budgets, Cash Flow, Management Consulting, Account Reconciliation, Financial Audits, Managerial Finance, Variance Analysis, Internal Audit, Mergers & Acquisitions, Payroll, Financial Analysis, Leadership, Strategic Financial..., Internal Controls, Finance, Management, Human Resources, P&L, Executive Management
Education
University of Illinois at Chicago
Bachelors of Science, Accounting and Business/Management
Louis Zahorak's Wolf & Company Experience January 1985 - January 1988
Job Senior PM _ Head of Credit Research at CalPERS
Industry Investment Management
Experience
CalPERS, California Public Employees January 2005 - Present
Barclays Global Investors December 1999 - September 2004
AMERITECH CORPORATION January 1988 - January 1999
WOLF & COMPANY January 1985 - January 1988
WARADY January 1982 - January 1985
Skills
Credit Analysis, Fixed Income, Credit, Credit Risk, Financial Analysis, Derivatives, Securities, Portfolio Management, Investments, Hedging, Valuation, Trading, Finance, Asset Allocation, Bonds, Credit Derivatives, Risk Management, High Yield
Education
The University of Chicago Booth School of Business 1992 — 1995
MBA, Finance
North Park College 1979 — 1982
B.A, Accounting
Kellogg School of Management Executive Program at Northwestern University
CalPERS, California Public Employees January 2005 - Present
Barclays Global Investors December 1999 - September 2004
AMERITECH CORPORATION January 1988 - January 1999
WOLF & COMPANY January 1985 - January 1988
WARADY January 1982 - January 1985
Skills
Credit Analysis, Fixed Income, Credit, Credit Risk, Financial Analysis, Derivatives, Securities, Portfolio Management, Investments, Hedging, Valuation, Trading, Finance, Asset Allocation, Bonds, Credit Derivatives, Risk Management, High Yield
Education
The University of Chicago Booth School of Business 1992 — 1995
MBA, Finance
North Park College 1979 — 1982
B.A, Accounting
Kellogg School of Management Executive Program at Northwestern University
Marty Scafidi's Wolf & Company Experience 1967 - 1971
Job PRES at MARTIN J. SCAFIDI, P.C.
Industry Accounting
Experience
MARTIN J. SCAFIDI, P.C. September 1989 - Present
WOLF & COMPANY 1967 - 1971
Skills
Tax, CPA, Financial Analysis, Accounting, Strategic Financial..., Income Tax, Tax Preparation, Small Business, Tax Returns, Cash Management, Financial Reporting, Auditing, Budgets, Tax Law, Portfolio Management, Mergers & Acquisitions, Financial Advisory, Estate Planning, Corporate Tax, Account Reconciliation, Accounts Payable, Investments, General Ledger, Financial Statements, QuickBooks, Internal Audit, Due Diligence, Tax Accounting, Financial Services, Forecasting, Finance, S Corporations, IRS, Partnership Taxation, SEC filings, Forensic Accounting, Tax Research, Financial Planners, Payroll Taxes, GAAP, US GAAP, Cash Flow, Sales Tax, Financial Planning
Education
Bentley University 1963 — 1967
BSA, ACCOUNTING
MARTIN J. SCAFIDI, P.C. September 1989 - Present
WOLF & COMPANY 1967 - 1971
Skills
Tax, CPA, Financial Analysis, Accounting, Strategic Financial..., Income Tax, Tax Preparation, Small Business, Tax Returns, Cash Management, Financial Reporting, Auditing, Budgets, Tax Law, Portfolio Management, Mergers & Acquisitions, Financial Advisory, Estate Planning, Corporate Tax, Account Reconciliation, Accounts Payable, Investments, General Ledger, Financial Statements, QuickBooks, Internal Audit, Due Diligence, Tax Accounting, Financial Services, Forecasting, Finance, S Corporations, IRS, Partnership Taxation, SEC filings, Forensic Accounting, Tax Research, Financial Planners, Payroll Taxes, GAAP, US GAAP, Cash Flow, Sales Tax, Financial Planning
Education
Bentley University 1963 — 1967
BSA, ACCOUNTING
Molly Floto's Wolf & Company Experience January 2008 - January 2009
Job Administrative Assistant at Haemonetics
Industry Hospital & Health Care
Experience
Haemonetics July 2012 - Present
Brigham and Women's Hospital April 2009 - September 2009
Wolf & Company January 2008 - January 2009
Chico's FAS Inc December 2005 - October 2007
Chico's FAS Inc October 2004 - December 2005
Skills
Outlook, Administrative..., Microsoft Excel, Travel Arrangements, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Data Entry, Office Administration, Office Management, Calendaring, Accounts Receivable, Budgets, Marketing, Management, Event Management, Invoicing
Education
Florida Gulf Coast University
Bachelor of Arts, Liberal Studies
Miami University
Haemonetics July 2012 - Present
Brigham and Women's Hospital April 2009 - September 2009
Wolf & Company January 2008 - January 2009
Chico's FAS Inc December 2005 - October 2007
Chico's FAS Inc October 2004 - December 2005
Skills
Outlook, Administrative..., Microsoft Excel, Travel Arrangements, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Data Entry, Office Administration, Office Management, Calendaring, Accounts Receivable, Budgets, Marketing, Management, Event Management, Invoicing
Education
Florida Gulf Coast University
Bachelor of Arts, Liberal Studies
Miami University
Nancy Breetwor - Malone - Corman's Wolf & Company Experience 1972 - 1976
Job Independent Accounting Professional
Industry Accounting
Experience
Coopers & Lybrand Consulting 1978 - 1981
Wolf & Company 1972 - 1976
Milton J. Katz 1967 - 1972
Peat Marwick 1966 - 1967
Education
University of California, Los Angeles 1962 — 1966
BA, Business
Coopers & Lybrand Consulting 1978 - 1981
Wolf & Company 1972 - 1976
Milton J. Katz 1967 - 1972
Peat Marwick 1966 - 1967
Education
University of California, Los Angeles 1962 — 1966
BA, Business
Mark H. Fowler's Wolf & Company Experience 1974 - 1977
Job President at Stowe Management Corporation
Industry Management Consulting
Experience
Stowe Management Corporation 1979 - Present
Management Design Associates 1977 - 1979
Wolf & Company 1974 - 1977
Skills
Business Strategy, Rapid Growth, Crisis Management, Mergers, CPA Industry, Succession Planning, Exit Strategies, Business Acquisition, Acquisition Integration, Leadership Development, Start-ups, Program Management, Management, Managerial Finance, Business Development, Process Improvement, Finance, Consulting, Recruiting, Operations Management, Marketing Strategy, Executive Management, Entrepreneurship, Budgets, Project Management, Small Business, Mergers & Acquisitions
Education
University of Hartford 1972 — 1973
Psychology
The University of Connecticut
BA, Accounting
Stowe Management Corporation 1979 - Present
Management Design Associates 1977 - 1979
Wolf & Company 1974 - 1977
Skills
Business Strategy, Rapid Growth, Crisis Management, Mergers, CPA Industry, Succession Planning, Exit Strategies, Business Acquisition, Acquisition Integration, Leadership Development, Start-ups, Program Management, Management, Managerial Finance, Business Development, Process Improvement, Finance, Consulting, Recruiting, Operations Management, Marketing Strategy, Executive Management, Entrepreneurship, Budgets, Project Management, Small Business, Mergers & Acquisitions
Education
University of Hartford 1972 — 1973
Psychology
The University of Connecticut
BA, Accounting