Education:
B.S.
Comm. - McGill University, Montreal, Canada
MBA -
Concordia University, Montreal, Canada
MS
Accounting - CW Post, Long Island University, NY
Licenses:
CPA -
New York and Florida
NASD
Series 27 (Financial Operations, Principal)
Experience:
Five years audit experience at various levels of respon-
sibility with "Big
5" firms.
Six
years audit experience with national accounting firms,
both small and
medium size.
Client
base including areas of Retailing, Broker Dealers,
Financial Services, Not-for-profit entities, Private, Public,
and Nonpublic
companies, Focus reports filings.
Estate,
Trust, and Fiduciary Accounting and filings -
Federal and State
returns.
Personal,
corporate tax returns. partnership
informational
returns
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