CakeResume Talent Search

Advanced filters
On
4-6 years
6-10 years
10-15 years
More than 15 years
United States
Avatar of the user.
Avatar of the user.
Financial Advisor, Financial Planning Specialist @Morgan Stanley
2014 ~ Present
More than one year
Wealth Management
Wealth Management Services
Financial Analysis
Part-time / Interested in working remotely
10-15 years
University of Huelva
Spanish Studies
Avatar of Joseph Petry.
More than one year
planning, and project analysis to a diverse range of private sector companies. For instance, Dr. Joseph Petry assisted Prairie Plantation in the creation of a business plan and its application for state licensure and evaluated market potential for a solar startup. He also currently guides Betterman Digital Wealth, Inc., in rendering client financial services. Previously, Dr. Joseph Petry spent nearly two decades teaching economics and finance at a Big Ten University, from which he received his bachelor of science and doctor in philosophy in economics. As a professor there, he developed and taught
Leadership + Management
Financial Services
Financial Analysis
Full-time / Interested in working remotely
More than 15 years
Avatar of Andrew Costa.
Avatar of Andrew Costa.
President @Costa Capital
2006 ~ Present
Managing Director
More than one year
in the development of thousands of followers via 'The Global Wealth Show' and other mediums. He is a very opinionated financial professional, and seeks to provide others with the experience that has been the source of his success. Managing Director [email protected] Work Experience Global Wealth Management, Managing Director, Jan 2010 ~ Present Co-Founder of Global Wealth Management Costa Capital, President, Jan 2006 ~ Present Self-Employed wealth management expert Education Florida State University, Master of Science (MS), Bachelor of Science BS Finance General, 2000 ~ 2004 Skills Management Financial Planning Financial Services Retirement Planning Recent Blog
Confidence
Management
Community
Employed
Not open to opportunities
Full-time / Not interested in working remotely
10-15 years
Florida State University
Bachelor of Science BS Finance General
Avatar of Lou Mancusi.
Avatar of Lou Mancusi.
Managing Director of Noyes Advisors @Noyes Advisors
2015 ~ Present
More than one year
private and public institutions — trust him to help achieve their goals of retirement planning, college planning, wealth transfer, and financial planning. Work Experience Managing Director - NovPresent Creates comprehensive wealth management solutions through the use of resources of Investment Management. Helping clients reach goals of retirement planning, college planning, wealth transfer, financial planning. Executive Director - SepNov 2015 Oppenheimer & Co. Inc. Senior Vice President - NovDec 2012 Wintrust Wealth Management. Wealth Management Lou Mancusi is a wealth advisor with 25+ years of experience in the financial services industry. He resides in Chicago, Illinois. Learn
Wealth Management
finance
Retirement Planning
Not open to opportunities
Full-time / Not interested in working remotely
More than 15 years
Loyola University of Chicago
Finance
Avatar of the user.
Avatar of the user.
President @MPAC Consulting Group
More than one year
Financial Planning
finance
Retirement Planning
Not open to opportunities
Full-time / Remote Only
More than 15 years
Southern Methodist University
Political Science and Government
Avatar of Joseph Bosso.
Avatar of Joseph Bosso.
MBA Summer Intern – Business Analyst @SEI Wealth Platform
2015 ~ 2015
Consultant
More than one year
/josephbosso Education Georgia Institute of Technology, Master of Business Administration (MBA), IT, 2014 ~ 2016 Joseph Bosso attended Clemson University and the Georgia Institute of Technology Scheller School of Business. Clemson University, Bachelor of Science (BS), Financial Management, 2005 ~ 2008 Joseph Bosso holds a Bachelor’s degree in Financial Management in Clemson University. Work Experience Market Cube LLC, Project Manager Intern, Jun 2016 ~ Present Market Cube is an online sample and research operations company dedicated to helping our clients look good and maximize their ROI. SEI Wealth Platform, MBA Summer Intern – Business Analyst, Jun 2015 ~ Aug 2015
Microsoft Office
Data analysis
Digital Marketing
Full-time / Interested in working remotely
4-6 years
Georgia Institute of Technology
IT
Avatar of Shaun Greenwald.
Offline
Avatar of Shaun Greenwald.
Offline
CPA @CPA practice
2012 ~ Present
Accounting & Tax Staff
Within three months
of experience and a deep-seated commitment to client service, Shaun took the entrepreneurial leap, establishing his own CPA practice. Since its inception, Shaun's practice has been a stalwart provider of diverse services, catering to the needs of both small businesses and individual clients. His repertoire of services includes comprehensive offerings such as bookkeeping, accounting, tax consultation, and business services. Shaun's personalized approach and dedication to client satisfaction have positioned his practice as a trusted partner for those navigating the complexities of financial management. Legacy of Expertise and Client-Centric Services Shaun's professional
Accounting
Employed
Open to opportunities
Full-time / Interested in working remotely
10-15 years
Baruch College - CUNY
Taxation
Avatar of the user.
Avatar of the user.
Managing Partner @Above The Line Consulting
2001 ~ 2005
Chief of Staff
More than one year
Business Development
Sales
Marketing
Not open to opportunities
Full-time / Not interested in working remotely
More than 15 years
University of Florida

The Most Lightweight and Effective Recruiting Plan

Search resumes and take the initiative to contact job applicants for higher recruiting efficiency. The Choice of Hundreds of Companies.

  • Browse all search results
  • Unlimited access to start new conversations
  • Resumes accessible for only paid companies
  • View users’ email address & phone numbers
Search Tips
1
Search a precise keyword combination
senior backend php
If the number of the search result is not enough, you can remove the less important keywords
2
Use quotes to search for an exact phrase
"business development"
3
Use the minus sign to eliminate results containing certain words
UI designer -UX
Only public resumes are available with the free plan.
Upgrade to an advanced plan to view all search results including tens of thousands of resumes exclusive on CakeResume.

Definition of Reputation Credits

Technical Skills
Specialized knowledge and expertise within the profession (e.g. familiar with SEO and use of related tools).
Problem-Solving
Ability to identify, analyze, and prepare solutions to problems.
Adaptability
Ability to navigate unexpected situations; and keep up with shifting priorities, projects, clients, and technology.
Communication
Ability to convey information effectively and is willing to give and receive feedback.
Time Management
Ability to prioritize tasks based on importance; and have them completed within the assigned timeline.
Teamwork
Ability to work cooperatively, communicate effectively, and anticipate each other's demands, resulting in coordinated collective action.
Leadership
Ability to coach, guide, and inspire a team to achieve a shared goal or outcome effectively.
Within three months
CPA
CPA practice
2012 ~ Present
Lawrence, NJ, USA
Professional Background
Current status
Employed
Job Search Progress
Open to opportunities
Professions
Accountant / Treasurer
Fields of Employment
Finance
Work experience
10-15 years
Management
Skills
Accounting
Languages
English
Native or Bilingual
Job search preferences
Positions
Accounting & Tax Staff
Job types
Full-time
Locations
Remote
Interested in working remotely
Freelance
Educations
School
Baruch College - CUNY
Major
Taxation
Print

Shaun Greenwald

Shaun Greenwald's captivating transition from the vibrant streets of Los Angeles, CA, to establishing himself as a distinguished Certified Public Accountant (CPA) with his own practice is a testament to resilience, academic rigor, and an enduring passion for accounting.

Growing up in Los Angeles, Shaun's educational trajectory took a significant turn when he relocated to Lawrence, NY, during his high school years. It was during this period that Shaun immersed himself in Talmudic studies at the Ner Israel Rabbinical College, laying the groundwork for his disciplined approach to learning and problem-solving.

Post high school, Shaun pursued higher education at Queens College, undertaking a dual major in Math and Accounting. This academic pursuit culminated in the attainment of a Bachelor of Arts degree in 2000, marking the inception of his professional journey in the field of accounting.


Professional Odyssey in Accounting Giants

Shaun's professional voyage commenced in esteemed accounting firms, including PricewaterhouseCoopers (PwC), Grant Thornton, and KPMG. Specializing in the taxation of investment and real estate partnerships, alongside catering to high-net-worth individuals, Shaun honed his expertise in auditing and tax practices. His dedication to the field was underscored by the attainment of his New York State CPA license in 2005.

While at PwC, Shaun's commitment to continuous learning led him to pursue and successfully complete his Masters in Taxation from Baruch College in 2012. This academic achievement further enriched his understanding of tax intricacies and fortified his position as a seasoned tax professional.


Entrepreneurial Leap into CPA Practice

In 2012, armed with a wealth of experience and a deep-seated commitment to client service, Shaun took the entrepreneurial leap, establishing his own CPA practice. Since its inception, Shaun's practice has been a stalwart provider of diverse services, catering to the needs of both small businesses and individual clients.

His repertoire of services includes comprehensive offerings such as bookkeeping, accounting, tax consultation, and business services. Shaun's personalized approach and dedication to client satisfaction have positioned his practice as a trusted partner for those navigating the complexities of financial management.


Legacy of Expertise and Client-Centric Services

Shaun's professional trajectory, from his early immersion in Talmudic studies to steering his own CPA practice, reflects a commitment to excellence and a relentless pursuit of knowledge. His legacy is not merely one of academic and professional achievements but also of building lasting relationships with clients by providing tailored financial solutions.

As Shaun continues to guide businesses and individuals through the intricacies of finance, his journey stands as an inspiration for aspiring accountants and entrepreneurs alike.

  Lawrence Township, NJ, USA    

    

Work Experience

CPA  •  CPA practice

January 2012 - Present

In 2012, armed with a wealth of experience and a deep-seated commitment to client service, Shaun took the entrepreneurial leap, establishing his own CPA practice. Since its inception, Shaun's practice has been a stalwart provider of diverse services, catering to the needs of both small businesses and individual clients.

His repertoire of services includes comprehensive offerings such as bookkeeping, accounting, tax consultation, and business services. Shaun's personalized approach and dedication to client satisfaction have positioned his practice as a trusted partner for those navigating the complexities of financial management.

Education

Baruch College - CUNY

Taxation

2011 - 2012

Bachelor of Arts degree

Math and Accounting

1996 - 2000

Queens College

Math and Accounting

1995 - 2000

Skills


  • Accounting

Languages


  • English — Native or Bilingual
Resume
Profile

Shaun Greenwald

Shaun Greenwald's captivating transition from the vibrant streets of Los Angeles, CA, to establishing himself as a distinguished Certified Public Accountant (CPA) with his own practice is a testament to resilience, academic rigor, and an enduring passion for accounting.

Growing up in Los Angeles, Shaun's educational trajectory took a significant turn when he relocated to Lawrence, NY, during his high school years. It was during this period that Shaun immersed himself in Talmudic studies at the Ner Israel Rabbinical College, laying the groundwork for his disciplined approach to learning and problem-solving.

Post high school, Shaun pursued higher education at Queens College, undertaking a dual major in Math and Accounting. This academic pursuit culminated in the attainment of a Bachelor of Arts degree in 2000, marking the inception of his professional journey in the field of accounting.


Professional Odyssey in Accounting Giants

Shaun's professional voyage commenced in esteemed accounting firms, including PricewaterhouseCoopers (PwC), Grant Thornton, and KPMG. Specializing in the taxation of investment and real estate partnerships, alongside catering to high-net-worth individuals, Shaun honed his expertise in auditing and tax practices. His dedication to the field was underscored by the attainment of his New York State CPA license in 2005.

While at PwC, Shaun's commitment to continuous learning led him to pursue and successfully complete his Masters in Taxation from Baruch College in 2012. This academic achievement further enriched his understanding of tax intricacies and fortified his position as a seasoned tax professional.


Entrepreneurial Leap into CPA Practice

In 2012, armed with a wealth of experience and a deep-seated commitment to client service, Shaun took the entrepreneurial leap, establishing his own CPA practice. Since its inception, Shaun's practice has been a stalwart provider of diverse services, catering to the needs of both small businesses and individual clients.

His repertoire of services includes comprehensive offerings such as bookkeeping, accounting, tax consultation, and business services. Shaun's personalized approach and dedication to client satisfaction have positioned his practice as a trusted partner for those navigating the complexities of financial management.


Legacy of Expertise and Client-Centric Services

Shaun's professional trajectory, from his early immersion in Talmudic studies to steering his own CPA practice, reflects a commitment to excellence and a relentless pursuit of knowledge. His legacy is not merely one of academic and professional achievements but also of building lasting relationships with clients by providing tailored financial solutions.

As Shaun continues to guide businesses and individuals through the intricacies of finance, his journey stands as an inspiration for aspiring accountants and entrepreneurs alike.

  Lawrence Township, NJ, USA    

    

Work Experience

CPA  •  CPA practice

January 2012 - Present

In 2012, armed with a wealth of experience and a deep-seated commitment to client service, Shaun took the entrepreneurial leap, establishing his own CPA practice. Since its inception, Shaun's practice has been a stalwart provider of diverse services, catering to the needs of both small businesses and individual clients.

His repertoire of services includes comprehensive offerings such as bookkeeping, accounting, tax consultation, and business services. Shaun's personalized approach and dedication to client satisfaction have positioned his practice as a trusted partner for those navigating the complexities of financial management.

Education

Baruch College - CUNY

Taxation

2011 - 2012

Bachelor of Arts degree

Math and Accounting

1996 - 2000

Queens College

Math and Accounting

1995 - 2000

Skills


  • Accounting

Languages


  • English — Native or Bilingual