WTP Advisors
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WTP Advisors Employees
Employee
Years
Job
Industry
Lindsay Blackwell Lindsay Blackwell's WTP Advisors Experience October 2008 - March 2012
Job Associate User Experience Designer
Industry Design
Experience
Slide UX January 2015 - Present
Spiceworks June 2013 - December 2014
Austin Community College - ACC-HCC Millennial Mentoring Project December 2013 - March 2014
Women, Infants and Children Program (WIC) August 2013 - December 2013
Self Employed January 2010 - June 2013
WTP Advisors October 2008 - March 2012
Skills
Photoshop, HTML, CSS, Sublime Text, Illustrator, Balsamiq Mockups, Research, Wireframes, InDesign, Web Design, Mac, Flash, Social Media, Microsoft Office, Wordpress, PC, Adobe Fireworks, Keynote
Education
Austin Community College 2012 — 2014
Associate of Arts and Sciences (AAS), Web and Interactive Design
Syracuse University 2002 — 2006
BA, Music
Slide UX January 2015 - Present
Spiceworks June 2013 - December 2014
Austin Community College - ACC-HCC Millennial Mentoring Project December 2013 - March 2014
Women, Infants and Children Program (WIC) August 2013 - December 2013
Self Employed January 2010 - June 2013
WTP Advisors October 2008 - March 2012
Skills
Photoshop, HTML, CSS, Sublime Text, Illustrator, Balsamiq Mockups, Research, Wireframes, InDesign, Web Design, Mac, Flash, Social Media, Microsoft Office, Wordpress, PC, Adobe Fireworks, Keynote
Education
Austin Community College 2012 — 2014
Associate of Arts and Sciences (AAS), Web and Interactive Design
Syracuse University 2002 — 2006
BA, Music
Thomas Figgatt, Sr. Thomas Figgatt, Sr.'s WTP Advisors Experience June 2010 - January 2012
Job Tax Planning and Problem Solving, Accounting & Financial Analysis
Industry Accounting
Experience
Intuit December 2012 - April 2013
WTP Advisors June 2010 - January 2012
Strategy Consultant March 2009 - May 2010
IBM December 2007 - February 2009
IBM Systems & Technology Group January 2004 - December 2007
IBM Systems and Technology Group January 2002 - January 2004
IBM January 2000 - December 2001
IBM Global Business Services September 1998 - December 1999
IBM June 1997 - September 1998
IBM January 1996 - December 1997
Skills
Microsoft Office, QuickBooks, Visio, PowerPoint, Access, Cross-functional Team..., Business Strategy, Marketing Strategy, Management, Project Management, Competitive Analysis, Leadership, Financial Analysis, Strategic Planning, Product Marketing, Taxation, Tax Audit Representation, Tax Collection..., Personal Tax Planning, Business Tax Planning, QuickBooks ProAdvisor, Microsoft Access, Microsoft Visio, Microsoft PowerPoint, Accounting, Management Consulting, Mergers & Acquisitions, Business Planning, Tax, Finance
Education
Golden Gate University 2013 — 2015
Master of Science in Taxation (MST), Tax Law/Taxation
Sacred Heart University 2009 — 2010
Certificates, Accounting and Taxation
Harvard Business School 1975 — 1977
MBA, Marketing, Finance
Vassar College 1971 — 1975
BA, Economics, Minor in Computer Science
Massachusetts Institute of Technology 1973 — 1974
-, Economcs, Management, Computer Science
Loomis School 1967 — 1971
HS Diploma
NTPI- NAEA
Intuit December 2012 - April 2013
WTP Advisors June 2010 - January 2012
Strategy Consultant March 2009 - May 2010
IBM December 2007 - February 2009
IBM Systems & Technology Group January 2004 - December 2007
IBM Systems and Technology Group January 2002 - January 2004
IBM January 2000 - December 2001
IBM Global Business Services September 1998 - December 1999
IBM June 1997 - September 1998
IBM January 1996 - December 1997
Skills
Microsoft Office, QuickBooks, Visio, PowerPoint, Access, Cross-functional Team..., Business Strategy, Marketing Strategy, Management, Project Management, Competitive Analysis, Leadership, Financial Analysis, Strategic Planning, Product Marketing, Taxation, Tax Audit Representation, Tax Collection..., Personal Tax Planning, Business Tax Planning, QuickBooks ProAdvisor, Microsoft Access, Microsoft Visio, Microsoft PowerPoint, Accounting, Management Consulting, Mergers & Acquisitions, Business Planning, Tax, Finance
Education
Golden Gate University 2013 — 2015
Master of Science in Taxation (MST), Tax Law/Taxation
Sacred Heart University 2009 — 2010
Certificates, Accounting and Taxation
Harvard Business School 1975 — 1977
MBA, Marketing, Finance
Vassar College 1971 — 1975
BA, Economics, Minor in Computer Science
Massachusetts Institute of Technology 1973 — 1974
-, Economcs, Management, Computer Science
Loomis School 1967 — 1971
HS Diploma
NTPI- NAEA
Matthew Subilia, CPA Matthew Subilia, CPA's WTP Advisors Experience January 2011 - October 2013
Job Capital Markets Tax Manager at GE Capital
Industry Accounting
Experience
GE Capital October 2013 - Present
WTP Advisors January 2011 - October 2013
Incremental Capital / Four Points Partners March 2008 - December 2010
PwC September 2006 - March 2008
Education
Northeastern University 2005 — 2006
Masters of Science in Accounting (MSA)
Northeastern University 2005 — 2006
Master of Business Administration (MBA)
Skidmore College 2001 — 2005
Bachelor of Science (BS), Management and Business
GE Capital October 2013 - Present
WTP Advisors January 2011 - October 2013
Incremental Capital / Four Points Partners March 2008 - December 2010
PwC September 2006 - March 2008
Education
Northeastern University 2005 — 2006
Masters of Science in Accounting (MSA)
Northeastern University 2005 — 2006
Master of Business Administration (MBA)
Skidmore College 2001 — 2005
Bachelor of Science (BS), Management and Business
Fuad S. Saba Fuad S. Saba's WTP Advisors Experience January 2014 - September 2014
Job Managing Director at FGMK, LLC
Industry Accounting
Experience
FGMK, LLC September 2014 - Present
WTP Advisors January 2014 - September 2014
SabaConsulting, LLC February 2013 - December 2013
Navistar June 2005 - February 2013
BP Amoco October 2002 - November 2004
Ernst & Young October 1996 - February 2002
KPMG 1994 - 1996
Deloitte & Touche 1984 - 1993
First National Bank of Chicago 1981 - 1984
Skills
International Tax, Mergers, International Tax..., Tax, Transfer Pricing, Tax Law, Joint Ventures, Due Diligence, Corporate Tax, Sarbanes-Oxley Act, Mergers & Acquisitions, Finance, Strategic Planning, Restructuring, Financial Analysis, Management, SEC filings, Financial Reporting, US GAAP, Internal Controls, Tax Accounting, Cross-border..., Treasury, CPA, Auditing, Start-ups, GAAP, Sarbanes-Oxley, Accounting, Corporate Finance, IFRS, Hyperion Enterprise, Business Valuation, Big 4, Income Tax
Education
Pace University 1988 — 1993
M. Sc.- Tax, Corporate Taxation
University of Michigan - Stephen M. Ross School of Business 1976 — 1978
MBA, Accounting, operations management, Graduated cum laude
FGMK, LLC September 2014 - Present
WTP Advisors January 2014 - September 2014
SabaConsulting, LLC February 2013 - December 2013
Navistar June 2005 - February 2013
BP Amoco October 2002 - November 2004
Ernst & Young October 1996 - February 2002
KPMG 1994 - 1996
Deloitte & Touche 1984 - 1993
First National Bank of Chicago 1981 - 1984
Skills
International Tax, Mergers, International Tax..., Tax, Transfer Pricing, Tax Law, Joint Ventures, Due Diligence, Corporate Tax, Sarbanes-Oxley Act, Mergers & Acquisitions, Finance, Strategic Planning, Restructuring, Financial Analysis, Management, SEC filings, Financial Reporting, US GAAP, Internal Controls, Tax Accounting, Cross-border..., Treasury, CPA, Auditing, Start-ups, GAAP, Sarbanes-Oxley, Accounting, Corporate Finance, IFRS, Hyperion Enterprise, Business Valuation, Big 4, Income Tax
Education
Pace University 1988 — 1993
M. Sc.- Tax, Corporate Taxation
University of Michigan - Stephen M. Ross School of Business 1976 — 1978
MBA, Accounting, operations management, Graduated cum laude
Doug Schwerdt Doug Schwerdt's WTP Advisors Experience April 2014 - September 2014
Job Accounting Specialist Cost Distribution and Analysis at Hess Corporation
Industry Accounting
Experience
Hess Corporation September 2014 - Present
WTP Advisors April 2014 - September 2014
PwC February 2013 - January 2014
Hewlett-Packard April 2011 - September 2012
Robert Half Management Resources 2009 - 2011
KPMG 2008 - 2008
Ceteris, a Duff & Phelps business 2005 - 2006
Ernst & Young 2003 - 2005
CrossBorder Solutions (now Thomson Reuters) 2002 - 2003
Arthur Andersen & Co. 1998 - 2002
Skills
Transfer Pricing, Restructuring, Cost Allocation, Financial Modeling, Financial Analysis, Valuation, International Tax, Cross-border M&A, Project Management, IP, Litigation Support, Supply Chain..., Intercompany Financing, Cost Sharing, ASC 740, Advance Pricing..., Tax Research, Treasury, Microsoft Excel, Business Development, Forecasting, Auditing, Economics, Benchmarking, Business Valuation, Due Diligence, FIN 48, Tax
Education
Florida State University - College of Business 2007 — 2008
MBA, Corporate Finance and Supply Chain Management
DePaul University 1994 — 1998
Bachelor of Science in Commerce, Finance
Hess Corporation September 2014 - Present
WTP Advisors April 2014 - September 2014
PwC February 2013 - January 2014
Hewlett-Packard April 2011 - September 2012
Robert Half Management Resources 2009 - 2011
KPMG 2008 - 2008
Ceteris, a Duff & Phelps business 2005 - 2006
Ernst & Young 2003 - 2005
CrossBorder Solutions (now Thomson Reuters) 2002 - 2003
Arthur Andersen & Co. 1998 - 2002
Skills
Transfer Pricing, Restructuring, Cost Allocation, Financial Modeling, Financial Analysis, Valuation, International Tax, Cross-border M&A, Project Management, IP, Litigation Support, Supply Chain..., Intercompany Financing, Cost Sharing, ASC 740, Advance Pricing..., Tax Research, Treasury, Microsoft Excel, Business Development, Forecasting, Auditing, Economics, Benchmarking, Business Valuation, Due Diligence, FIN 48, Tax
Education
Florida State University - College of Business 2007 — 2008
MBA, Corporate Finance and Supply Chain Management
DePaul University 1994 — 1998
Bachelor of Science in Commerce, Finance
Emily Ornella Emily Ornella's WTP Advisors Experience June 2012 - October 2012
Job Global Sales Coordinator at Delta Air Lines
Industry Airlines/Aviation
Experience
Delta Air Lines November 2014 - Present
Delta Air Lines May 2014 - November 2014
Delta Air Lines May 2013 - May 2014
Cincy Event Planning February 2013 - June 2013
University of Cincinnati January 2013 - May 2013
Cincy Magazine June 2012 - December 2012
WTP Advisors June 2012 - October 2012
Skills
Adobe, Microsoft Office, Microsoft Excel, Organization, Event Planning, Management, Leadership, Social Media, Advertising, Sales, Project Management, Time Management, Email Marketing, Marketing, Social Networking, Social Media Marketing, Research, Online Advertising
Education
University of Cincinnati 2010 — 2014
Bachelors, Marketing, Minor: Psychology
Università degli Studi di Torino 2013 — 2013
Marketing
Delta Air Lines November 2014 - Present
Delta Air Lines May 2014 - November 2014
Delta Air Lines May 2013 - May 2014
Cincy Event Planning February 2013 - June 2013
University of Cincinnati January 2013 - May 2013
Cincy Magazine June 2012 - December 2012
WTP Advisors June 2012 - October 2012
Skills
Adobe, Microsoft Office, Microsoft Excel, Organization, Event Planning, Management, Leadership, Social Media, Advertising, Sales, Project Management, Time Management, Email Marketing, Marketing, Social Networking, Social Media Marketing, Research, Online Advertising
Education
University of Cincinnati 2010 — 2014
Bachelors, Marketing, Minor: Psychology
Università degli Studi di Torino 2013 — 2013
Marketing
Colin Casciano's WTP Advisors Experience June 2012 - November 2014
Job Senior Consultant at Ryan
Industry Accounting
Experience
Ryan December 2014 - Present
WTP Advisors June 2012 - November 2014
Customized Mortgage Solutions June 2011 - August 2011
Rockland Lake State Park May 2011 - August 2011
Rockland Lake State Park May 2010 - August 2010
Rockland Lake State Park June 2006 - August 2009
Skills
Tax, Accounting, Microsoft Excel, Financial Analysis, PowerPoint, Finance, Social Media, Financial Modeling, Public Speaking
Education
Providence College 2008 — 2012
Bachelor of Science (BS), Accounting/Finance Minor
Don Bosco Preparatory High School 2005 — 2008
Ryan December 2014 - Present
WTP Advisors June 2012 - November 2014
Customized Mortgage Solutions June 2011 - August 2011
Rockland Lake State Park May 2011 - August 2011
Rockland Lake State Park May 2010 - August 2010
Rockland Lake State Park June 2006 - August 2009
Skills
Tax, Accounting, Microsoft Excel, Financial Analysis, PowerPoint, Finance, Social Media, Financial Modeling, Public Speaking
Education
Providence College 2008 — 2012
Bachelor of Science (BS), Accounting/Finance Minor
Don Bosco Preparatory High School 2005 — 2008
Catherine L. (McMahon) Schwartz Catherine L. (McMahon) Schwartz's WTP Advisors Experience January 2009 - December 2014
Job Experienced Human Resources Professional
Industry Human Resources
Experience
OperationsInc August 2015 - September 2015
WTP Advisors January 2009 - December 2014
BNY Mellon September 1986 - September 2008
Skills
Human Resources, Due Diligence, Auditing, Tax, College Recruiting, Management Consulting, Restructuring, Financial Analysis, Income Tax, International Tax, Onboarding, Accounting, Employee Relations, Process Improvement, Talent Acquisition, Financial Services, Talent Management, Employee Benefits, Financial Reporting, Banking, PeopleSoft, Mergers & Acquisitions, Corporate Tax, Finance, Performance Management, Management, Tax Accounting, Personnel Management, Strategic Financial..., Microsoft Excel, HRIS, Succession Planning, Account Reconciliation, Workforce Planning, Cash Management, Financial Planning
Education
Iona College
Bachelor of Arts (B.A.), Communication Arts
OperationsInc August 2015 - September 2015
WTP Advisors January 2009 - December 2014
BNY Mellon September 1986 - September 2008
Skills
Human Resources, Due Diligence, Auditing, Tax, College Recruiting, Management Consulting, Restructuring, Financial Analysis, Income Tax, International Tax, Onboarding, Accounting, Employee Relations, Process Improvement, Talent Acquisition, Financial Services, Talent Management, Employee Benefits, Financial Reporting, Banking, PeopleSoft, Mergers & Acquisitions, Corporate Tax, Finance, Performance Management, Management, Tax Accounting, Personnel Management, Strategic Financial..., Microsoft Excel, HRIS, Succession Planning, Account Reconciliation, Workforce Planning, Cash Management, Financial Planning
Education
Iona College
Bachelor of Arts (B.A.), Communication Arts
Mike Novack, CPA Mike Novack, CPA's WTP Advisors Experience February 2011 - May 2012
Job Regional Accountant at Gallagher Benefit Services
Industry Accounting
Experience
Gallagher Benefit Services August 2014 - Present
Selden Fox, Ltd. June 2012 - July 2014
WTP Advisors February 2011 - May 2012
BDO USA, LLP 2010 - 2010
Illini Hi-Reach January 2008 - August 2009
AED January 2006 - April 2008
Skills
Auditing, Financial Reporting, Tax, Forecasting, Financial Statements, Accounts Payable, Accounting, PowerPoint, Financial Accounting, Bookkeeping, Journal Entries, Audit, Financial Analysis, US GAAP, Internal Controls, Excel, Word, CCH ProSystem fx, Oracle, International Tax, Corporate Tax, Federal Tax, Microsoft Office, QuickBooks, Maintaining Strong..., COSO Framework, Account Reconciliation, Microsoft Excel
Education
Northern Illinois University 2008 — 2010
Bachelors, Accountancy
Fenwick HS 2000 — 2004
Gallagher Benefit Services August 2014 - Present
Selden Fox, Ltd. June 2012 - July 2014
WTP Advisors February 2011 - May 2012
BDO USA, LLP 2010 - 2010
Illini Hi-Reach January 2008 - August 2009
AED January 2006 - April 2008
Skills
Auditing, Financial Reporting, Tax, Forecasting, Financial Statements, Accounts Payable, Accounting, PowerPoint, Financial Accounting, Bookkeeping, Journal Entries, Audit, Financial Analysis, US GAAP, Internal Controls, Excel, Word, CCH ProSystem fx, Oracle, International Tax, Corporate Tax, Federal Tax, Microsoft Office, QuickBooks, Maintaining Strong..., COSO Framework, Account Reconciliation, Microsoft Excel
Education
Northern Illinois University 2008 — 2010
Bachelors, Accountancy
Fenwick HS 2000 — 2004
Craig Schultz Craig Schultz's WTP Advisors Experience April 2010 - April 2012
Job Manager at PwC Specializing in Sales and Business Development
Industry Marketing and Advertising
Experience
PricewaterhouseCoopers LLP April 2012 - Present
WTP Advisors April 2010 - April 2012
ToolWatch January 2008 - May 2010
Accruit August 2004 - January 2008
Ceridian January 2000 - August 2004
T.A. Myers & Co. April 1991 - January 2000
Skills
Business Development, Sales, Sales Management, Salesforce.com, Account Management, New Business Development, Sales Process, Start-ups, SaaS, Solution Selling, Product Development, Business Analysis, Strategic Planning, Strategic Partnerships, Prospecting Skills, Closing Abilities, Cold Calling Experience, Client Facing Skills, Trust Building, Building Relationships, Creative Marketer, Sales Presentations, Presentation Coaching, Presentation Development, Relationship Management
Education
University of Colorado Boulder - Leeds School of Business 1981 — 1986
PricewaterhouseCoopers LLP April 2012 - Present
WTP Advisors April 2010 - April 2012
ToolWatch January 2008 - May 2010
Accruit August 2004 - January 2008
Ceridian January 2000 - August 2004
T.A. Myers & Co. April 1991 - January 2000
Skills
Business Development, Sales, Sales Management, Salesforce.com, Account Management, New Business Development, Sales Process, Start-ups, SaaS, Solution Selling, Product Development, Business Analysis, Strategic Planning, Strategic Partnerships, Prospecting Skills, Closing Abilities, Cold Calling Experience, Client Facing Skills, Trust Building, Building Relationships, Creative Marketer, Sales Presentations, Presentation Coaching, Presentation Development, Relationship Management
Education
University of Colorado Boulder - Leeds School of Business 1981 — 1986
Jonathan Mendes Jonathan Mendes's WTP Advisors Experience June 2012 - December 2014
Job Senior Consultant at Ryan
Industry Financial Services
Experience
Ryan December 2014 - Present
WTP Advisors June 2012 - December 2014
New York Life Insurance Company June 2011 - August 2011
Education
Boston College - Wallace E. Carroll Graduate School of Management 2015 — 2018
Master of Business Administration (M.B.A.)
Providence College 2008 — 2012
Bachelor of Science (B.S.), Accounting and Finance
Ryan December 2014 - Present
WTP Advisors June 2012 - December 2014
New York Life Insurance Company June 2011 - August 2011
Education
Boston College - Wallace E. Carroll Graduate School of Management 2015 — 2018
Master of Business Administration (M.B.A.)
Providence College 2008 — 2012
Bachelor of Science (B.S.), Accounting and Finance
Kyle McDonald's WTP Advisors Experience August 2008 - November 2011
Job Vice President Finance Operations Support, Tax at BlackRock
Industry Financial Services
Experience
BlackRock July 2015 - Present
Barclays December 2013 - June 2015
American Express November 2011 - December 2013
WTP Advisors August 2008 - November 2011
Skills
Management Consulting, Tax, Auditing, Account Management, Financial Analysis, Management, Tax Accounting, International Tax, Accounting, Corporate Tax, Financial Reporting, Sarbanes-Oxley Act, Business Process..., Financial Modeling, Microsoft Excel, Internal Controls, Due Diligence, Financial Accounting, Finance, College Basketball, Financial Audits
Education
Babson College 2004 — 2008
Bachelors, Business Administration, Finance, Accounting
BlackRock July 2015 - Present
Barclays December 2013 - June 2015
American Express November 2011 - December 2013
WTP Advisors August 2008 - November 2011
Skills
Management Consulting, Tax, Auditing, Account Management, Financial Analysis, Management, Tax Accounting, International Tax, Accounting, Corporate Tax, Financial Reporting, Sarbanes-Oxley Act, Business Process..., Financial Modeling, Microsoft Excel, Internal Controls, Due Diligence, Financial Accounting, Finance, College Basketball, Financial Audits
Education
Babson College 2004 — 2008
Bachelors, Business Administration, Finance, Accounting
Ava Sun Ava Sun's WTP Advisors Experience June 2008 - October 2014
Job Senior Tax Manager at GE Energy Financial Services
Industry Accounting
Experience
GE Energy Financial Services October 2014 - Present
WTP Advisors June 2008 - October 2014
Morgan Stanley Fund Services USA LLC November 2007 - May 2008
Iona College August 2006 - May 2008
Education
Northeastern University 2014 — 2015
Master of Science (MS), Taxation
New York University 2009 — 2011
Certificate of Income Tax Planning and Reporting
Iona College 2004 — 2008
BBA, International Business & Economics
GE Energy Financial Services October 2014 - Present
WTP Advisors June 2008 - October 2014
Morgan Stanley Fund Services USA LLC November 2007 - May 2008
Iona College August 2006 - May 2008
Education
Northeastern University 2014 — 2015
Master of Science (MS), Taxation
New York University 2009 — 2011
Certificate of Income Tax Planning and Reporting
Iona College 2004 — 2008
BBA, International Business & Economics
Timothy Stickley Timothy Stickley's WTP Advisors Experience July 2013 - August 2014
Job Specialize in Litigation Consulting and Forensic Accounting at WTP Advisors, a multiservice business consulting company
Industry Financial Services
Experience
Clarity Consulting Group August 2014 - Present
WTP Advisors July 2013 - August 2014
Boucher Stickley Group, LLC June 2010 - July 2013
Decision Modeling Inc June 2010 - July 2013
Decision Modeling, Inc. August 1997 - June 2010
Skills
Accounting, Insurance, Income Tax, Management, Investments, Corporate Tax, Due Diligence, Forensic Accounting, Finance, Litigation Consulting, Financial Analysis, Litigation Support, Expert Witness, Management Consulting, Mergers & Acquisitions, Strategic Planning, Auditing, CPA, Leadership, Tax Accounting, Financial Reporting
Education
American University 1996 — 1997
MS, Accounting
Rensselaer Polytechnic Institute 1984 — 1987
BS, Management Information Systems
Clarity Consulting Group August 2014 - Present
WTP Advisors July 2013 - August 2014
Boucher Stickley Group, LLC June 2010 - July 2013
Decision Modeling Inc June 2010 - July 2013
Decision Modeling, Inc. August 1997 - June 2010
Skills
Accounting, Insurance, Income Tax, Management, Investments, Corporate Tax, Due Diligence, Forensic Accounting, Finance, Litigation Consulting, Financial Analysis, Litigation Support, Expert Witness, Management Consulting, Mergers & Acquisitions, Strategic Planning, Auditing, CPA, Leadership, Tax Accounting, Financial Reporting
Education
American University 1996 — 1997
MS, Accounting
Rensselaer Polytechnic Institute 1984 — 1987
BS, Management Information Systems
Kash Mansori's WTP Advisors Experience February 2015 - Present
Job Director at WTP Advisors
Industry Financial Services
Experience
WTP Advisors February 2015 - Present
MINA Economic Consulting, LLC July 2014 - Present
Cherry Bekaert October 2012 - June 2014
Experis Finance (f/k/a Jefferson Wells) 2008 - October 2012
Ernst & Young 2006 - 2008
Colby College 1998 - 2006
Skills
Transfer Pricing, Economics, Financial Analysis, Financial Modeling, Valuation, Finance, International Tax, Forecasting, Tax Advisory
Education
Princeton University 1993 — 1998
Ph.D., Economics
Wesleyan University 1986 — 1990
B.A., History and Economics
Colby
Colby
WTP Advisors February 2015 - Present
MINA Economic Consulting, LLC July 2014 - Present
Cherry Bekaert October 2012 - June 2014
Experis Finance (f/k/a Jefferson Wells) 2008 - October 2012
Ernst & Young 2006 - 2008
Colby College 1998 - 2006
Skills
Transfer Pricing, Economics, Financial Analysis, Financial Modeling, Valuation, Finance, International Tax, Forecasting, Tax Advisory
Education
Princeton University 1993 — 1998
Ph.D., Economics
Wesleyan University 1986 — 1990
B.A., History and Economics
Colby
Colby
Richard Isacsson's WTP Advisors Experience August 2011 - September 2012
Job Manager at Avalon Lake Partners
Industry Financial Services
Experience
Avalon Lake Partners September 2012 - Present
WTP Advisors August 2011 - September 2012
WTP Advisors September 2010 - August 2011
Wormser Energy Solutions October 2009 - September 2010
Gulliver Realty May 2009 - September 2010
Weeden & Co. April 2005 - June 2005
Weeden & Co. June 2003 - August 2003
Skills
Excel, Economics, Business Analysis, Microsoft Excel, Accounting, Start-ups, Analysis, Finance, Asset Management, Management Consulting, Risk Management, Hedge Funds, Microsoft Office, Due Diligence, Management, Financial Analysis, Financial Modeling
Education
Boston University 2005 — 2009
B.A., Economics
Wooster School 2001 — 2005
Avalon Lake Partners September 2012 - Present
WTP Advisors August 2011 - September 2012
WTP Advisors September 2010 - August 2011
Wormser Energy Solutions October 2009 - September 2010
Gulliver Realty May 2009 - September 2010
Weeden & Co. April 2005 - June 2005
Weeden & Co. June 2003 - August 2003
Skills
Excel, Economics, Business Analysis, Microsoft Excel, Accounting, Start-ups, Analysis, Finance, Asset Management, Management Consulting, Risk Management, Hedge Funds, Microsoft Office, Due Diligence, Management, Financial Analysis, Financial Modeling
Education
Boston University 2005 — 2009
B.A., Economics
Wooster School 2001 — 2005
Molly Griffin's WTP Advisors Experience July 2012 - September 2012
Job Alternative Asset PracticeGartland and Mellina Group
Industry Marketing and Advertising
Experience
Gartland and Mellina Group September 2012 - Present
WTP Advisors July 2012 - September 2012
Dydacomp August 2010 - July 2012
Compliance Environmental International February 2010 - May 2010
Talbots December 2006 - January 2010
SAVAUSA May 2009 - August 2009
Skills
E-commerce, Social Media, Blogging, Facebook, Direct Mail, Content Creation, Public Relations, Email Marketing, Event Planning, Operations Management, Business Development, Social Media Marketing, Marketing Strategy, Marketing, Advertising, Content Strategy, Sales, Management
Education
Loyola University Maryland 2006 — 2010
Bachelor of Business Administration, Marketing
Gartland and Mellina Group September 2012 - Present
WTP Advisors July 2012 - September 2012
Dydacomp August 2010 - July 2012
Compliance Environmental International February 2010 - May 2010
Talbots December 2006 - January 2010
SAVAUSA May 2009 - August 2009
Skills
E-commerce, Social Media, Blogging, Facebook, Direct Mail, Content Creation, Public Relations, Email Marketing, Event Planning, Operations Management, Business Development, Social Media Marketing, Marketing Strategy, Marketing, Advertising, Content Strategy, Sales, Management
Education
Loyola University Maryland 2006 — 2010
Bachelor of Business Administration, Marketing
Thomas Shevlin, CPA's WTP Advisors Experience December 2010 - June 2012
Job Senior Manager at The Gagnon Group, LLC
Industry Accounting
Experience
The Gagnon Group, LLC May 2015 - Present
Ryan June 2012 - May 2015
WTP Advisors December 2010 - June 2012
WTP Advisors June 2009 - December 2010
BAE Systems May 2008 - August 2008
Braver PC June 2007 - August 2007
Skills
Tax, Accounting, Corporate Tax, International Tax, Tax Accounting, Microsoft Excel, Corporate Tax Compliance, ASC 740, Data Management, Microsoft Access, Internal Controls, GAAP, Tax Preparation, FIN 48, Income Tax, Access, Tax Advisory, Management, Leadership, Financial Analysis
Education
Bentley University 2012 — 2014
Master of Business Administration (MBA), Law and Taxation
Babson College 2005 — 2009
BS, Business Administration, Accounting, Information Technology Management
The Gagnon Group, LLC May 2015 - Present
Ryan June 2012 - May 2015
WTP Advisors December 2010 - June 2012
WTP Advisors June 2009 - December 2010
BAE Systems May 2008 - August 2008
Braver PC June 2007 - August 2007
Skills
Tax, Accounting, Corporate Tax, International Tax, Tax Accounting, Microsoft Excel, Corporate Tax Compliance, ASC 740, Data Management, Microsoft Access, Internal Controls, GAAP, Tax Preparation, FIN 48, Income Tax, Access, Tax Advisory, Management, Leadership, Financial Analysis
Education
Bentley University 2012 — 2014
Master of Business Administration (MBA), Law and Taxation
Babson College 2005 — 2009
BS, Business Administration, Accounting, Information Technology Management
Edita Grajqevci Edita Grajqevci's WTP Advisors Experience July 2009 - October 2014
Job Tax Manager Capital Markets GE Capital
Industry Accounting
Experience
GE Capital October 2014 - Present
WTP Advisors July 2009 - October 2014
Perrigo February 2005 - August 2006
Skills
Financial Modeling, Financial Analysis, Accounting, Tax, Management Consulting, Leadership, Corporate Finance, Valuation, Corporate Tax, Auditing, Financial Reporting, Due Diligence
Education
Pace University - Lubin School of Business 2007 — 2009
MBA, Financial Management
Hope College 2000 — 2004
B.S., Chemistry, French Language and Literature
GE Capital October 2014 - Present
WTP Advisors July 2009 - October 2014
Perrigo February 2005 - August 2006
Skills
Financial Modeling, Financial Analysis, Accounting, Tax, Management Consulting, Leadership, Corporate Finance, Valuation, Corporate Tax, Auditing, Financial Reporting, Due Diligence
Education
Pace University - Lubin School of Business 2007 — 2009
MBA, Financial Management
Hope College 2000 — 2004
B.S., Chemistry, French Language and Literature
Stefanie Lividini Stefanie Lividini's WTP Advisors Experience October 2010 - September 2012
Job Corsair Capital Management
Industry Financial Services
Experience
Corsair Capital Management December 2014 - Present
Gartland and Mellina Group September 2012 - October 2014
WTP Advisors October 2010 - September 2012
Skills
Hedge Funds, Tax, Financial Accounting, Financial Operations, Fund Of Funds, RFP, Operational Due..., Fund Accounting, Management Accounting, Start-ups, Restructuring, Finance, Asset Management, Capital Markets, Cost Management, Cost Control, Financial Reporting, Financial Modeling, Private Equity, Internal Controls, Due Diligence, Alternative Investments, Equities, Financial Analysis, Valuation, Corporate Finance, Accounting, Strategic Financial..., Investment Management, Financial Services, Investments, Fixed Income, International Tax, Securities, Bloomberg, Fund Administration, Investment Banking, Derivatives, Mutual Funds, Prime Brokerage
Education
Fordham University
B.A., Economics / Sociology
Iona College
Master of Business Administration (M.B.A.), Finance
Corsair Capital Management December 2014 - Present
Gartland and Mellina Group September 2012 - October 2014
WTP Advisors October 2010 - September 2012
Skills
Hedge Funds, Tax, Financial Accounting, Financial Operations, Fund Of Funds, RFP, Operational Due..., Fund Accounting, Management Accounting, Start-ups, Restructuring, Finance, Asset Management, Capital Markets, Cost Management, Cost Control, Financial Reporting, Financial Modeling, Private Equity, Internal Controls, Due Diligence, Alternative Investments, Equities, Financial Analysis, Valuation, Corporate Finance, Accounting, Strategic Financial..., Investment Management, Financial Services, Investments, Fixed Income, International Tax, Securities, Bloomberg, Fund Administration, Investment Banking, Derivatives, Mutual Funds, Prime Brokerage
Education
Fordham University
B.A., Economics / Sociology
Iona College
Master of Business Administration (M.B.A.), Finance
Ilicia Silverman Ilicia Silverman's WTP Advisors Experience October 2011 - September 2012
Job Sales Director Hedge Fund Asset Servicing at SunGard
Industry Banking
Experience
SunGard September 2015 - Present
EY September 2013 - August 2015
Avalon Lake Partners LLC (Formerly WTP Advisors) September 2012 - August 2013
WTP Advisors October 2011 - September 2012
Credit Suisse 2007 - 2011
SunGard 2005 - 2007
Global Investment Systems 2003 - 2005
Financial Models Co. 2001 - 2003
Merrill Lynch 1998 - 2001
Cantor Fitzgerald 1993 - 1998
Skills
Business Development, Direct Sales, FINRA, Hedge Funds, Operational Due..., Alternative Investments, Equities, Technology, Systems, Fixed Income, Marketing, Derivatives, Portfolio Management, Outsourcing, Financial Markets, Capital Markets, Trading Systems, Prime Brokerage, Investments, Mergers & Acquisitions, Asset Management, Start-ups, Electronic Trading, Trading, Financial Services, Finance, Financial Modeling
Education
Trinity College-Hartford 1988 — 1992
Bachelor of Arts
Stuyvesant High School 1984 — 1988
VCS
SunGard September 2015 - Present
EY September 2013 - August 2015
Avalon Lake Partners LLC (Formerly WTP Advisors) September 2012 - August 2013
WTP Advisors October 2011 - September 2012
Credit Suisse 2007 - 2011
SunGard 2005 - 2007
Global Investment Systems 2003 - 2005
Financial Models Co. 2001 - 2003
Merrill Lynch 1998 - 2001
Cantor Fitzgerald 1993 - 1998
Skills
Business Development, Direct Sales, FINRA, Hedge Funds, Operational Due..., Alternative Investments, Equities, Technology, Systems, Fixed Income, Marketing, Derivatives, Portfolio Management, Outsourcing, Financial Markets, Capital Markets, Trading Systems, Prime Brokerage, Investments, Mergers & Acquisitions, Asset Management, Start-ups, Electronic Trading, Trading, Financial Services, Finance, Financial Modeling
Education
Trinity College-Hartford 1988 — 1992
Bachelor of Arts
Stuyvesant High School 1984 — 1988
VCS
Ryan Fote Ryan Fote's WTP Advisors Experience July 2007 - December 2013
Job Tax Manager at GE Capital Aviation Services (GECAS)
Industry Accounting
Experience
GE Capital Aviation Services (GECAS) December 2013 - Present
WTP Advisors July 2007 - December 2013
Education
Williams College 2004 — 2007
BA
Bentley University 2011 — 2012
MST
GE Capital Aviation Services (GECAS) December 2013 - Present
WTP Advisors July 2007 - December 2013
Education
Williams College 2004 — 2007
BA
Bentley University 2011 — 2012
MST
Adam Packer Adam Packer's WTP Advisors Experience November 2010 - December 2014
Job Manager, International Tax at Ryan
Industry Law Practice
Experience
Ryan November 2010 - Present
WTP Advisors November 2010 - December 2014
Ryan May 2010 - September 2010
Questar Corp. May 2008 - May 2010
Skills
Corporate Law, International Tax, Transfer Pricing, Tax, Energy Industry, Energy, Research and..., Microsoft Excel, Tax Accounting, Mergers & Acquisitions, Tax Law, Financial Reporting, Financial Analysis, Tax Advisory, Accounting, Income Tax, Management, Corporate Tax
Education
Boston University School of Law 2009 — 2010
LL.M. in Taxation, International Tax Emphasis
Boston University School of Law 2006 — 2009
J.D., Law
University of Utah 2001 — 2005
B.A. with Honors, magna cum laude, History, English
Ryan November 2010 - Present
WTP Advisors November 2010 - December 2014
Ryan May 2010 - September 2010
Questar Corp. May 2008 - May 2010
Skills
Corporate Law, International Tax, Transfer Pricing, Tax, Energy Industry, Energy, Research and..., Microsoft Excel, Tax Accounting, Mergers & Acquisitions, Tax Law, Financial Reporting, Financial Analysis, Tax Advisory, Accounting, Income Tax, Management, Corporate Tax
Education
Boston University School of Law 2009 — 2010
LL.M. in Taxation, International Tax Emphasis
Boston University School of Law 2006 — 2009
J.D., Law
University of Utah 2001 — 2005
B.A. with Honors, magna cum laude, History, English
Kristi Fote Kristi Fote's WTP Advisors Experience June 2010 - June 2012
Job Vice President at The Fotec Group, LLC
Industry Financial Services
Experience
The Fotec Group, LLC July 2012 - Present
WTP Advisors June 2010 - June 2012
CB Richard Ellis, Inc July 2008 - June 2010
E.S. Originals Inc May 2007 - June 2008
First Data Corporation May 2003 - May 2007
Skills
Business Relationship..., Event Management, Creative Concept Design, Business Strategy, Account Management, Business Development
Education
University of Colorado Boulder - Leeds School of Business
B.S, Business Administration; Management; Finance
The Fotec Group, LLC July 2012 - Present
WTP Advisors June 2010 - June 2012
CB Richard Ellis, Inc July 2008 - June 2010
E.S. Originals Inc May 2007 - June 2008
First Data Corporation May 2003 - May 2007
Skills
Business Relationship..., Event Management, Creative Concept Design, Business Strategy, Account Management, Business Development
Education
University of Colorado Boulder - Leeds School of Business
B.S, Business Administration; Management; Finance
David Burstein David Burstein's WTP Advisors Experience November 2010 - November 2012
Job Director of Business Development at The Gagnon Group, LLC
Industry Accounting
Experience
The Gagnon Group, LLC January 2015 - Present
WTP Advisors November 2010 - November 2012
The Farms Country Club April 2005 - October 2010
Skills
International Tax, Accounting, Business Development, Leadership, Corporate Tax, Golf, Financial Analysis, Strategic Financial..., Customer Service, Strategic Planning, Financial Modeling, Tax, Financial Reporting, Microsoft Excel, Sales
Education
Central Connecticut State University
Wethersfield High
The Gagnon Group, LLC January 2015 - Present
WTP Advisors November 2010 - November 2012
The Farms Country Club April 2005 - October 2010
Skills
International Tax, Accounting, Business Development, Leadership, Corporate Tax, Golf, Financial Analysis, Strategic Financial..., Customer Service, Strategic Planning, Financial Modeling, Tax, Financial Reporting, Microsoft Excel, Sales
Education
Central Connecticut State University
Wethersfield High
Seemal Chaudry, CPA Seemal Chaudry, CPA's WTP Advisors Experience December 2009 - May 2011
Job Sr. International Tax Analyst at GE Capital
Industry Accounting
Experience
GE Capital September 2013 - Present
Terex July 2011 - August 2013
WTP Advisors December 2009 - May 2011
Citigroup May 2008 - December 2009
Goodrich January 2006 - July 2006
Skills
Tax, International Tax, Corporate Tax, Income Tax, Accounting, Tax Accounting, Auditing, Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Mergers & Acquisitions, General Ledger, US GAAP
Education
The University of Connecticut
BS, Accounting
GE Capital September 2013 - Present
Terex July 2011 - August 2013
WTP Advisors December 2009 - May 2011
Citigroup May 2008 - December 2009
Goodrich January 2006 - July 2006
Skills
Tax, International Tax, Corporate Tax, Income Tax, Accounting, Tax Accounting, Auditing, Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Mergers & Acquisitions, General Ledger, US GAAP
Education
The University of Connecticut
BS, Accounting
Anthony Licitra Anthony Licitra's WTP Advisors Experience July 2013 - December 2014
Job Capital Markets Tax Manager at Synchrony Financial
Industry Accounting
Experience
Synchrony Financial April 2015 - Present
Ryan December 2014 - April 2015
WTP Advisors July 2013 - December 2014
WTP Advisors July 2011 - July 2013
WTP Advisors November 2009 - July 2011
Skills
State Compliance, FAS109, Like-Kind Exchanges, International Compliance, Federal Compliance, Provision, Transfer Pricing
Education
University of Denver 2012 — 2014
Master's degree, Taxation
Keene State College 2004 — 2008
BS, Business Management
GHS
Synchrony Financial April 2015 - Present
Ryan December 2014 - April 2015
WTP Advisors July 2013 - December 2014
WTP Advisors July 2011 - July 2013
WTP Advisors November 2009 - July 2011
Skills
State Compliance, FAS109, Like-Kind Exchanges, International Compliance, Federal Compliance, Provision, Transfer Pricing
Education
University of Denver 2012 — 2014
Master's degree, Taxation
Keene State College 2004 — 2008
BS, Business Management
GHS
Adam Ludman Adam Ludman's WTP Advisors Experience June 2010 - November 2011
Job Vice President, Corporate Tax at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase March 2014 - Present
American Express November 2011 - February 2014
WTP Advisors June 2010 - November 2011
Margolis Edelstein February 2009 - May 2009
Borgata Hotel Casino & Spa May 2008 - August 2008
Ladas & Parry LLP September 2004 - August 2006
Skills
Tax Law, Tax Accounting, Corporate Tax, International Tax, Tax Compliance, Transfer Pricing, Legal Research, Tax, Intellectual Property, Tax Research, Mergers, Estate Planning, Income Tax, Finance, Restructuring, State Tax, Business Planning, Tax Advisory, Financial Services, Due Diligence
Education
Georgetown University Law Center 2009 — 2010
Master of Laws (LL.M.), Taxation
Widener University School of Law 2006 — 2009
Juris Doctor, Law
Villanova University 2000 — 2004
Bachelor of Arts, History, Political Science, Summer Business Institute
JPMorgan Chase March 2014 - Present
American Express November 2011 - February 2014
WTP Advisors June 2010 - November 2011
Margolis Edelstein February 2009 - May 2009
Borgata Hotel Casino & Spa May 2008 - August 2008
Ladas & Parry LLP September 2004 - August 2006
Skills
Tax Law, Tax Accounting, Corporate Tax, International Tax, Tax Compliance, Transfer Pricing, Legal Research, Tax, Intellectual Property, Tax Research, Mergers, Estate Planning, Income Tax, Finance, Restructuring, State Tax, Business Planning, Tax Advisory, Financial Services, Due Diligence
Education
Georgetown University Law Center 2009 — 2010
Master of Laws (LL.M.), Taxation
Widener University School of Law 2006 — 2009
Juris Doctor, Law
Villanova University 2000 — 2004
Bachelor of Arts, History, Political Science, Summer Business Institute
Kyle Beltran Kyle Beltran's WTP Advisors Experience June 2011 - May 2013
Job Insights Consultant at InfoScout
Industry Market Research
Experience
InfoScout September 2015 - Present
Analytic Partners January 2015 - September 2015
Analytic Partners June 2014 - December 2014
Analytic Partners May 2013 - June 2014
WTP Advisors June 2011 - May 2013
Skills
International Tax, Microsoft Excel, Data Analysis, PowerPoint, Market Research, Research, Analytics, Analysis, Microsoft Word, Financial Analysis, Management
Education
University of Delaware 2007 — 2011
Bachelor of Science (BS), Mathematics and Economics
InfoScout September 2015 - Present
Analytic Partners January 2015 - September 2015
Analytic Partners June 2014 - December 2014
Analytic Partners May 2013 - June 2014
WTP Advisors June 2011 - May 2013
Skills
International Tax, Microsoft Excel, Data Analysis, PowerPoint, Market Research, Research, Analytics, Analysis, Microsoft Word, Financial Analysis, Management
Education
University of Delaware 2007 — 2011
Bachelor of Science (BS), Mathematics and Economics
Rich Steen Rich Steen's WTP Advisors Experience June 2011 - June 2014
Job Senior Associate at KPMG
Industry Accounting
Experience
KPMG US June 2014 - Present
WTP Advisors June 2011 - June 2014
Skills
International Tax, Income Tax, Tax Research, Accounting, GAAP, Financial Accounting, Financial Reporting, Sarbanes-Oxley Act, Business Valuation, Tax Law, Financial Analysis, Big 4, US Tax
Education
Saint Joseph's University 2013 — 2016
MBA, Business Administration and Management, General
James Madison University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
KPMG US June 2014 - Present
WTP Advisors June 2011 - June 2014
Skills
International Tax, Income Tax, Tax Research, Accounting, GAAP, Financial Accounting, Financial Reporting, Sarbanes-Oxley Act, Business Valuation, Tax Law, Financial Analysis, Big 4, US Tax
Education
Saint Joseph's University 2013 — 2016
MBA, Business Administration and Management, General
James Madison University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
Dave Rutkowski Dave Rutkowski's WTP Advisors Experience April 2007 - March 2012
Job Consultant at Citi
Industry Accounting
Experience
Citi March 2012 - Present
WTP Advisors April 2007 - March 2012
Tax Technologies, Inc. October 2005 - March 2007
PricewaterhouseCoopers October 1999 - September 2005
Goodyear Tire & Rubber Company August 1997 - August 1999
Skills
International Tax, Accounting, Corporate Tax, Tax, Financial Reporting, Income Tax, Internal Audit, Financial Statements, Internal Controls, Tax Accounting, Tax Returns, Account Reconciliation, CPA, Assurance, Sarbanes-Oxley Act, Finance
Education
Mercyhurst University 1992 — 1996
BA, Accounting
Citi March 2012 - Present
WTP Advisors April 2007 - March 2012
Tax Technologies, Inc. October 2005 - March 2007
PricewaterhouseCoopers October 1999 - September 2005
Goodyear Tire & Rubber Company August 1997 - August 1999
Skills
International Tax, Accounting, Corporate Tax, Tax, Financial Reporting, Income Tax, Internal Audit, Financial Statements, Internal Controls, Tax Accounting, Tax Returns, Account Reconciliation, CPA, Assurance, Sarbanes-Oxley Act, Finance
Education
Mercyhurst University 1992 — 1996
BA, Accounting
Michael Harkey Michael Harkey's WTP Advisors Experience September 2010 - June 2011
Job Manager at KPMG
Industry Accounting
Experience
KPMG June 2011 - Present
WTP Advisors September 2010 - June 2011
Boies, Schiller & Flexner LLP June 2007 - August 2007
Education
Georgetown University Law Center 2009 — 2010
LL.M., Taxation, With Distinction, Dean's List Honors
New York Law School 2005 — 2008
J.D., cum laude, Dean's List Honors, Dean's Scholar
Texas A&M University 1998 — 2003
B.S., Psychology, Political Science, Business
KPMG June 2011 - Present
WTP Advisors September 2010 - June 2011
Boies, Schiller & Flexner LLP June 2007 - August 2007
Education
Georgetown University Law Center 2009 — 2010
LL.M., Taxation, With Distinction, Dean's List Honors
New York Law School 2005 — 2008
J.D., cum laude, Dean's List Honors, Dean's Scholar
Texas A&M University 1998 — 2003
B.S., Psychology, Political Science, Business
Aaron Jurist Aaron Jurist's WTP Advisors Experience June 2009 - July 2011
Job Associate at Rialto Capital Management
Industry Financial Services
Experience
Rialto Capital Management December 2012 - Present
Rialto Capital Management July 2011 - December 2012
WTP Advisors June 2009 - July 2011
Maximus Advisors July 2008 - February 2009
Marcus & Millichap 2009 - 2009
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Finance
Education
University of Maryland College Park 2005 — 2009
BS, Finance
Rialto Capital Management December 2012 - Present
Rialto Capital Management July 2011 - December 2012
WTP Advisors June 2009 - July 2011
Maximus Advisors July 2008 - February 2009
Marcus & Millichap 2009 - 2009
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Finance
Education
University of Maryland College Park 2005 — 2009
BS, Finance
Charles Aikman's WTP Advisors Experience June 2010 - November 2014
Job Director International Tax at Ryan
Industry Accounting
Experience
Ryan December 2014 - Present
WTP Advisors June 2010 - November 2014
Law Offices of Kupets & DeCaro, P.C. August 2008 - May 2010
Skills
Tax, Accounting, Due Diligence, Management Consulting, Tax Accounting, Income Tax, Corporate Tax, Microsoft Excel, Financial Reporting, Financial Modeling, Tax Returns
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
M.B.A., Finance
DePaul University College of Law 2007 — 2010
J.D., Taxation
Penn State University 2003 — 2007
B.S., Finance
Ryan December 2014 - Present
WTP Advisors June 2010 - November 2014
Law Offices of Kupets & DeCaro, P.C. August 2008 - May 2010
Skills
Tax, Accounting, Due Diligence, Management Consulting, Tax Accounting, Income Tax, Corporate Tax, Microsoft Excel, Financial Reporting, Financial Modeling, Tax Returns
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2010
M.B.A., Finance
DePaul University College of Law 2007 — 2010
J.D., Taxation
Penn State University 2003 — 2007
B.S., Finance
Ian Del Río's WTP Advisors Experience December 2012 - Present
Job Sr. Consultant with WTP Advisors
Industry Management Consulting
Experience
WTP Advisors December 2012 - Present
Argentum Consulting USA January 2007 - Present
Ericsson January 2010 - August 2011
Ericsson, Mexico March 2008 - December 2009
ASERCA February 2006 - December 2007
Mexican Mission to the European Union April 2000 - July 2004
Mexican Ministry of the Economy 1998 - 2000
Mexican Ministry of Finance 1996 - 1997
Skills
Economics, International Relations, Business Strategy, Business Case, Negotiation, Management Consulting, Strategic Planning, Team Leadership, Competitive Analysis, Conflict Resolution, Management, Leadership, Marketing Strategy, Transfer Pricing, Consulting, Telecommunications, Business Process, Analysis, Project Planning, Due Diligence, Analytics, Marketing, Mergers & Acquisitions, Go-to-market Strategy, Start-ups, Valuation, Budgets, Business Development
Education
Carlson School of Management
Transfer Pricing
Boston University - School of Management 2002 — 2004
MBA, Management
Boston University 2003 — 2004
Diploma, International Relations for Business
Boston University 2002 — 2003
Diploma, Finance
Instituto Tecnológico Autónomo de México 1992 — 1997
bachelors, Economics
WTP Advisors December 2012 - Present
Argentum Consulting USA January 2007 - Present
Ericsson January 2010 - August 2011
Ericsson, Mexico March 2008 - December 2009
ASERCA February 2006 - December 2007
Mexican Mission to the European Union April 2000 - July 2004
Mexican Ministry of the Economy 1998 - 2000
Mexican Ministry of Finance 1996 - 1997
Skills
Economics, International Relations, Business Strategy, Business Case, Negotiation, Management Consulting, Strategic Planning, Team Leadership, Competitive Analysis, Conflict Resolution, Management, Leadership, Marketing Strategy, Transfer Pricing, Consulting, Telecommunications, Business Process, Analysis, Project Planning, Due Diligence, Analytics, Marketing, Mergers & Acquisitions, Go-to-market Strategy, Start-ups, Valuation, Budgets, Business Development
Education
Carlson School of Management
Transfer Pricing
Boston University - School of Management 2002 — 2004
MBA, Management
Boston University 2003 — 2004
Diploma, International Relations for Business
Boston University 2002 — 2003
Diploma, Finance
Instituto Tecnológico Autónomo de México 1992 — 1997
bachelors, Economics
Jeff Santoro's WTP Advisors Experience January 2009 - January 2010
Job Vice President in Loan Origination at LoanCore Capital
Industry Financial Services
Experience
LoanCore Capital / Jefferies LoanCore April 2011 - Present
Jefferies January 2010 - April 2011
WTP Advisors January 2009 - January 2010
Credit Suisse June 2008 - December 2008
Credit Suisse June 2007 - August 2007
RBS Greenwich Capital June 2006 - August 2006
Education
College of the Holy Cross 2004 — 2008
BA, Economics
LoanCore Capital / Jefferies LoanCore April 2011 - Present
Jefferies January 2010 - April 2011
WTP Advisors January 2009 - January 2010
Credit Suisse June 2008 - December 2008
Credit Suisse June 2007 - August 2007
RBS Greenwich Capital June 2006 - August 2006
Education
College of the Holy Cross 2004 — 2008
BA, Economics
Tom Ohlgren's WTP Advisors Experience 2007 - Present
Job Director at WTP Advisors
Industry Accounting
Experience
WTP Advisors 2007 - Present
Tax Technologies, Inc. 2002 - 2007
PwC 1996 - 2001
Skills
Marketing Strategy, Financial Reporting, GAAP, Tax, Private Equity, Tax Research, Corporate Tax, Income Tax, Restructuring, Sarbanes-Oxley Act, Bookkeeping, Product Launch, CPA, Sales, Customer Service, Tax Returns, Tax Law, Acquisition Integration, Cross-functional Team..., QuickBooks, International Tax, Product Development, Data Collection, Tax Accounting, Business Transformation, Mergers & Acquisitions, Transfer Pricing, Accounting, Tax Advisory, Microsoft Word, Partnership Taxation, Business Valuation, Budgets, Financial Analysis, Corporate Finance, Due Diligence, Coaching, SEC filings, Business Process..., Valuation, Auditing, Process Engineering, Forecasting, Tax Preparation, Financial Modeling, Management Consulting, Sales Management, Forensic Accounting, Process Improvement, Financial Accounting
Education
Concordia College
Bachelor's degree, Accounting, English Writing
WTP Advisors 2007 - Present
Tax Technologies, Inc. 2002 - 2007
PwC 1996 - 2001
Skills
Marketing Strategy, Financial Reporting, GAAP, Tax, Private Equity, Tax Research, Corporate Tax, Income Tax, Restructuring, Sarbanes-Oxley Act, Bookkeeping, Product Launch, CPA, Sales, Customer Service, Tax Returns, Tax Law, Acquisition Integration, Cross-functional Team..., QuickBooks, International Tax, Product Development, Data Collection, Tax Accounting, Business Transformation, Mergers & Acquisitions, Transfer Pricing, Accounting, Tax Advisory, Microsoft Word, Partnership Taxation, Business Valuation, Budgets, Financial Analysis, Corporate Finance, Due Diligence, Coaching, SEC filings, Business Process..., Valuation, Auditing, Process Engineering, Forecasting, Tax Preparation, Financial Modeling, Management Consulting, Sales Management, Forensic Accounting, Process Improvement, Financial Accounting
Education
Concordia College
Bachelor's degree, Accounting, English Writing
Chris DeVoe's WTP Advisors Experience July 2013 - Present
Job Director, International Tax at Ryan
Industry Accounting
Experience
Ryan December 2014 - Present
WTP Advisors July 2013 - Present
WTP Advisors April 2011 - June 2013
Ernst & Young July 2008 - April 2011
General Electric January 2007 - July 2008
Skills
Tax, Tax Accounting, Corporate Tax, Foreign Currency..., International Tax, Income Tax, FIN 48, SEC Financial Reporting, Transfer Pricing, Tax Advisory, Financial Statements, Sarbanes-Oxley Act, SEC Filings, Tax Law
Education
Fordham Gabelli School of Business 2001 — 2002
MBA, Accounting
Hofstra University 1996 — 1999
BBA, Marketing
Ryan December 2014 - Present
WTP Advisors July 2013 - Present
WTP Advisors April 2011 - June 2013
Ernst & Young July 2008 - April 2011
General Electric January 2007 - July 2008
Skills
Tax, Tax Accounting, Corporate Tax, Foreign Currency..., International Tax, Income Tax, FIN 48, SEC Financial Reporting, Transfer Pricing, Tax Advisory, Financial Statements, Sarbanes-Oxley Act, SEC Filings, Tax Law
Education
Fordham Gabelli School of Business 2001 — 2002
MBA, Accounting
Hofstra University 1996 — 1999
BBA, Marketing
Nancy Voth PhD, CFA's WTP Advisors Experience January 2014 - Present
Job Director at WTP Advisors
Industry Financial Services
Experience
WTP Advisors January 2014 - Present
Deloitte August 2010 - December 2013
Deloitte October 2009 - July 2010
Deloitte March 2008 - September 2009
LECG February 2004 - February 2008
Skills
Transfer Pricing, Financial Modeling, Tax Advisory, Management Consulting, Big 4
Education
ASA classes
ASA classes
ASA classes
ASA classes
ASA classes
University of Minnesota-Twin Cities
Ph.D., Applied Economics
Thunderbird School of Global Management
Masters of International Management, Finance, General
Drew University
Bachelor of Arts (B.A.), Economics and Political Science
WTP Advisors January 2014 - Present
Deloitte August 2010 - December 2013
Deloitte October 2009 - July 2010
Deloitte March 2008 - September 2009
LECG February 2004 - February 2008
Skills
Transfer Pricing, Financial Modeling, Tax Advisory, Management Consulting, Big 4
Education
ASA classes
ASA classes
ASA classes
ASA classes
ASA classes
University of Minnesota-Twin Cities
Ph.D., Applied Economics
Thunderbird School of Global Management
Masters of International Management, Finance, General
Drew University
Bachelor of Arts (B.A.), Economics and Political Science
Nicholas Papadakis's WTP Advisors Experience August 2009 - April 2010
Job Associate Director at RBC Capital Markets
Industry Accounting
Experience
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
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
Jim Fyhrie's WTP Advisors Experience January 2005 - Present
Job Principal, WTP Advisors
Industry Accounting
Experience
WTP Advisors January 2005 - Present
Tax Technologies, Inc. 2002 - 2005
Tax Technologies, Inc. 2002 - 2005
PricewaterhouseCoopers 1997 - 2001
United States Air Force November 1990 - July 1997
Skills
Corporate Tax, Tax, International Tax, Tax Accounting, Income Tax, Accounting, Transfer Pricing, Auditing, Financial Reporting, Due Diligence, Tax Research, Financial Analysis
Education
University of Iowa 1993 — 1997
Bachelor of Business Administration (B.B.A.), Accounting
Moorhead High School
WTP Advisors January 2005 - Present
Tax Technologies, Inc. 2002 - 2005
Tax Technologies, Inc. 2002 - 2005
PricewaterhouseCoopers 1997 - 2001
United States Air Force November 1990 - July 1997
Skills
Corporate Tax, Tax, International Tax, Tax Accounting, Income Tax, Accounting, Transfer Pricing, Auditing, Financial Reporting, Due Diligence, Tax Research, Financial Analysis
Education
University of Iowa 1993 — 1997
Bachelor of Business Administration (B.B.A.), Accounting
Moorhead High School
Jason A. Scosta's WTP Advisors Experience June 2008 - June 2009
Job Associate at Royal Bank of Scotland
Industry Investment Banking
Experience
Royal Bank of Scotland October 2013 - Present
GE Capital September 2011 - September 2013
Chemtura July 2009 - August 2011
WTP Advisors June 2008 - June 2009
Citi October 2006 - May 2008
Skills
Transfer Pricing, International Tax, Credit Analysis, Economics, Credit Risk, Financial Services, Corporate Finance, Business Valuation, Financial Modeling, Due Diligence, Bloomberg, Accounting, Tax Accounting, Corporate Tax, Investment Research, Risk Management, Microsoft Office, Valuation, Capital Management, Financial Analysis
Education
Iona College 2005 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Brookfield High School
Royal Bank of Scotland October 2013 - Present
GE Capital September 2011 - September 2013
Chemtura July 2009 - August 2011
WTP Advisors June 2008 - June 2009
Citi October 2006 - May 2008
Skills
Transfer Pricing, International Tax, Credit Analysis, Economics, Credit Risk, Financial Services, Corporate Finance, Business Valuation, Financial Modeling, Due Diligence, Bloomberg, Accounting, Tax Accounting, Corporate Tax, Investment Research, Risk Management, Microsoft Office, Valuation, Capital Management, Financial Analysis
Education
Iona College 2005 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Brookfield High School
Bohdan Kohut's WTP Advisors Experience 2012 - 2013
Job Operations | Project Management | Sales
Industry Real Estate
Experience
Spectrum Services, Inc. 2013 - Present
WTP Advisors 2012 - 2013
Continental, LLC 2007 - 2011
Skills
Accounting, Microsoft Excel, PowerPoint, Microsoft Word, Project Management, Marketing Management, Languages, Painting, Money Management, Sales, Communication, Negotiation, Financial Modeling, Due Diligence, Financial Accounting
Education
The University of Connecticut 2007 — 2011
Bachelor of Science (B.S.), Business and Technology / Marketing Management
Spectrum Services, Inc. 2013 - Present
WTP Advisors 2012 - 2013
Continental, LLC 2007 - 2011
Skills
Accounting, Microsoft Excel, PowerPoint, Microsoft Word, Project Management, Marketing Management, Languages, Painting, Money Management, Sales, Communication, Negotiation, Financial Modeling, Due Diligence, Financial Accounting
Education
The University of Connecticut 2007 — 2011
Bachelor of Science (B.S.), Business and Technology / Marketing Management
Colleen Netzell's WTP Advisors Experience November 2014 - Present
Job Director at WTP Advisors
Industry Computer Hardware
Experience
WTP Advisors November 2014 - Present
Colleen Netzell CPA LLC February 2014 - November 2014
Digi International 2009 - February 2014
Colleen Netzell CPA, LLC 2003 - 2009
Alliant Techsystems Inc. 2003 - 2004
Deloitte Tax LLP 2000 - 2002
Skills
Accounting, Auditing, US GAAP, International Tax, Sarbanes-Oxley Act, GAAP, Variance Analysis, Sarbanes-Oxley, Hyperion Enterprise, Financial Reporting, Corporate Tax, Sales Tax, Tax, Income Tax, Tax Research, Tax Advisory, Mergers & Acquisitions, CPA, State and Local Tax
Education
William Mitchell College of Law 1993 — 1996
JD
University of Minnesota - Carlson School of Management 1988 — 1992
MBT
WTP Advisors November 2014 - Present
Colleen Netzell CPA LLC February 2014 - November 2014
Digi International 2009 - February 2014
Colleen Netzell CPA, LLC 2003 - 2009
Alliant Techsystems Inc. 2003 - 2004
Deloitte Tax LLP 2000 - 2002
Skills
Accounting, Auditing, US GAAP, International Tax, Sarbanes-Oxley Act, GAAP, Variance Analysis, Sarbanes-Oxley, Hyperion Enterprise, Financial Reporting, Corporate Tax, Sales Tax, Tax, Income Tax, Tax Research, Tax Advisory, Mergers & Acquisitions, CPA, State and Local Tax
Education
William Mitchell College of Law 1993 — 1996
JD
University of Minnesota - Carlson School of Management 1988 — 1992
MBT
Mitch Schwartz's WTP Advisors Experience 2006 - Present
Job Managing Director at WTP Advisors
Industry Accounting
Experience
WTP Advisors 2006 - Present
Tax Technologies, Inc. 2001 - 2006
EY 1999 - 2001
Thomson Reuters 1990 - 1999
First City Industries 1988 - 1990
National Telephone Directory Corp 1986 - 1988
Deloitte 1983 - 1986
Avon 1979 - 1983
Skills
International Tax, Tax, Income Tax, Corporate Tax, Transfer Pricing, Tax Accounting, Auditing, Sarbanes-Oxley Act, Tax Research, Accounting, Due Diligence, Corporate Finance, Hedge Funds, Tax Preparation, Financial Modeling, Tax Law, Financial Accounting, Financial Analysis, Financial Reporting, Strategic Financial..., Internal Controls, Business Valuation, Tax Advisory, Tax Returns, GAAP, Mergers & Acquisitions, Financial Planning
Education
Seton Hall University School of Law 1979 — 1983
JD, Law
Rutgers, The State University of New Jersey-Newark 1975 — 1979
BA, Accounting
WTP Advisors 2006 - Present
Tax Technologies, Inc. 2001 - 2006
EY 1999 - 2001
Thomson Reuters 1990 - 1999
First City Industries 1988 - 1990
National Telephone Directory Corp 1986 - 1988
Deloitte 1983 - 1986
Avon 1979 - 1983
Skills
International Tax, Tax, Income Tax, Corporate Tax, Transfer Pricing, Tax Accounting, Auditing, Sarbanes-Oxley Act, Tax Research, Accounting, Due Diligence, Corporate Finance, Hedge Funds, Tax Preparation, Financial Modeling, Tax Law, Financial Accounting, Financial Analysis, Financial Reporting, Strategic Financial..., Internal Controls, Business Valuation, Tax Advisory, Tax Returns, GAAP, Mergers & Acquisitions, Financial Planning
Education
Seton Hall University School of Law 1979 — 1983
JD, Law
Rutgers, The State University of New Jersey-Newark 1975 — 1979
BA, Accounting
Daniel Verona's WTP Advisors Experience January 2012 - July 2013
Job
Industry Accounting
Experience
Clarfeld Financial Advisors November 2013 - Present
FUJIFILM Holdings America Corporation November 2013 - November 2013
WTP Advisors January 2012 - July 2013
Avalon Lake Partners March 2013 - June 2013
PepsiCo August 2011 - January 2012
Skills
Tax Accounting, Financial Accounting, Microsoft Excel, Account Reconciliation, Corporate Tax, International Tax, Income Tax, Strategic Financial..., Accounting, Tax, CPA, Transfer Pricing, Tax Advisory, Tax Returns, Financial Reporting
Education
Pace University 2015 — 2019
Masters, Taxation
University Of Rhode Island- College of Business 2007 — 2011
BS, Accounting
University of Rhode Island - College of Business Administration 2007 — 2011
BS, Accounting
Harrison High School
Clarfeld Financial Advisors November 2013 - Present
FUJIFILM Holdings America Corporation November 2013 - November 2013
WTP Advisors January 2012 - July 2013
Avalon Lake Partners March 2013 - June 2013
PepsiCo August 2011 - January 2012
Skills
Tax Accounting, Financial Accounting, Microsoft Excel, Account Reconciliation, Corporate Tax, International Tax, Income Tax, Strategic Financial..., Accounting, Tax, CPA, Transfer Pricing, Tax Advisory, Tax Returns, Financial Reporting
Education
Pace University 2015 — 2019
Masters, Taxation
University Of Rhode Island- College of Business 2007 — 2011
BS, Accounting
University of Rhode Island - College of Business Administration 2007 — 2011
BS, Accounting
Harrison High School
Andrew Dowe's WTP Advisors Experience February 2012 - Present
Job Manager at WTP Advisors
Industry Accounting
Experience
WTP Advisors February 2012 - Present
Tax Technologies, Inc. January 2006 - January 2012
Skills
International Tax, Process Improvement, Excel, Access, Corptax, Tax Preparation, Tax Audits, Tax, Tax Compliance, Tax Accounting, Income Tax, Federal Tax, Process Engineering
Education
SUNY at Buffalo 2003 — 2005
Bachelor of Business Administration (BBA), Accounting and Finance
WTP Advisors February 2012 - Present
Tax Technologies, Inc. January 2006 - January 2012
Skills
International Tax, Process Improvement, Excel, Access, Corptax, Tax Preparation, Tax Audits, Tax, Tax Compliance, Tax Accounting, Income Tax, Federal Tax, Process Engineering
Education
SUNY at Buffalo 2003 — 2005
Bachelor of Business Administration (BBA), Accounting and Finance
Nicholaus List's WTP Advisors Experience July 2014 - December 2014
Job Senior Tax Associate at Ryan, LLC
Industry Accounting
Joseph C Lembo's WTP Advisors Experience December 2007 - December 2014
Job Proactive Tax Consulting and Planning
Industry
Experience
Prestige Wealth Management Group January 2015 - Present
WTP Advisors December 2007 - December 2014
Pinnacle Foods Corporation January 2006 - November 2007
The Newark Group 1988 - December 2005
Heldor Industries , Inc 1986 - 1988
Warner Lambert Co , (pharmaceutical) 1980 - 1986
Sterling Drug, Inc 1977 - 1980
Illinois Department of Revenue 1974 - 1977
Skills
Proficient...
Education
Fairleigh Dickinson University
Bachelor of Science (BS) Accounting , MBA
Fairleigh Dickinson University
Bachelor of Science (BS) , Masters of Businesss Administration, BS Accounting, MBA Taxation
Prestige Wealth Management Group January 2015 - Present
WTP Advisors December 2007 - December 2014
Pinnacle Foods Corporation January 2006 - November 2007
The Newark Group 1988 - December 2005
Heldor Industries , Inc 1986 - 1988
Warner Lambert Co , (pharmaceutical) 1980 - 1986
Sterling Drug, Inc 1977 - 1980
Illinois Department of Revenue 1974 - 1977
Skills
Proficient...
Education
Fairleigh Dickinson University
Bachelor of Science (BS) Accounting , MBA
Fairleigh Dickinson University
Bachelor of Science (BS) , Masters of Businesss Administration, BS Accounting, MBA Taxation