My objective is to exceed the expectations of employer (and clients if applicable), by delivering the highest quality service in a timely manner and at a reasonable cost. I bring depth of knowledge and seasoned financial judgment that was developed as a partner in a CPA firm for 20+ years. I have significant experience working with entities in a wide range of industries, including closely held and private equity owned service, manufacturing and distribution businesses, every type of insurance company, private foundations and other endowed organizations, hedge funds, real estate partnerships and other entities formed for tax efficient investment. I have been securities licensed (FINRA S7 and 66) and managed client investment portfolios. I am accustomed to successfully dealing with complex and time sensitive issues pertaining to accounting, tax, IT and other financial and business matters. I am also experienced with business formation, acquisition and disposition, as well as with management succession and exit strategies. I am highly computer literate and work comfortably with MS Office and various accounting software packages. I have excellent written and verbal communication skills, and five years experience managing a productive and efficient office with over 50 professional and support personnel. I would like to work in the western suburbs of Philadelphia, or in South Jersey (inclusive of Cape May County).

Highlights:

• Insurance
• Investments
• CPA