Experience

Summit Place Financial Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Managing Director | Senior Wealth Advisor

  • Jan 2023 - 1 year

  United States

• Vice President | Senior Wealth Advisor

  • Sep 2021 - Feb 2023

• Vice President, Wealth Advisor

  • Jul 2020 - Sep 2021

• Wealth Management Advisor

  • Nov 2018 - Jul 2020

  Summit, New Jersey As Wealth Management Advisor, I work with our multigenerational families providing regular proactive advice and expertise on all aspects of financial planning. I enjoying helping my clients develop and implement their financial plans. I collaborate and work closely with my colleagues and outside advisors to offer the best advice and solutions to my clients. I also work closely with the next generation.



Glenmede

• United States
• Financial Services
• 300 - 400 Employee

• Relationship Management Officer

  • Nov 2014 - Oct 2018

  Morristown, NJ - Managed client relationships by providing appropriate wealth management advice, administration and financial planning - Identified client planning issues and developed solutions to help clients meet goals and objectives - Collaborated with tax professionals, attorneys and outside trustees - Participated in new business development - Prepared presentations customized to client's wealth objectives, including detailed net worth statements and financial planning models -… Show more - Managed client relationships by providing appropriate wealth management advice, administration and financial planning - Identified client planning issues and developed solutions to help clients meet goals and objectives - Collaborated with tax professionals, attorneys and outside trustees - Participated in new business development - Prepared presentations customized to client's wealth objectives, including detailed net worth statements and financial planning models - Collaborated with team in preparing client meeting materials - Trained and managed Relationship Management Associates

• Wealth Advisory Associate

  • Jul 2012 - Nov 2014

  Morristown, NJ - Served as subject matter expert on Financial Planning and Wealth Planning needs for NJ region - Supported Relationship Managers with 100 relationships with over $3 Billion AUM - Managed distribution requests, overdraft resolutions, bill pay and daily transactions - Collaborated with Business Development to develop proposals for new business opportunities - Lead the creation and development of an educational networking event with 3 moderators, including myself.



Rothstein Kass

• Accounting
• 1 - 100 Employee

• Senior Tax Accountant

  • 2012 - Aug 2012

  Roseland - Prepared/reviewed tax returns, tax projects, estimated tax vouchers and extensions - Attended client meetings and maintained client relationships. - Analyzed and prepared individual tax returns. - Gathered information and prepared Partnership/Corporate tax returns for Hedge Fund Companies. - Worked directly with Staff and Managers to meet client/filing deadlines



Deloitte & Touche

• 1 - 100 Employee

• Senior Tax Consultant- Business Tax Services

  • Nov 2009 - Jan 2012

  Parsippany, NJ Compliance Tax Experience - Managed tax compliance assignments including both Federal and State tax returns. - Prepare/review tax returns for high net worth individuals. - Assist with analyzing specialized client related issues on a current and annual basis. - Prepare/review tax returns for non for profits, trusts, and gifts. - Give explanation about IRS notices, regulations and tax laws. - Review tax projections, estimated tax vouchers and extensions prepared by staff.… Show more Compliance Tax Experience - Managed tax compliance assignments including both Federal and State tax returns. - Prepare/review tax returns for high net worth individuals. - Assist with analyzing specialized client related issues on a current and annual basis. - Prepare/review tax returns for non for profits, trusts, and gifts. - Give explanation about IRS notices, regulations and tax laws. - Review tax projections, estimated tax vouchers and extensions prepared by staff. - Attend client meetings and maintain client relationships. - Offer tax advice and study tax laws for potential tax savings for corporate and individual clients. - Reporting to multiple tax partners of a major national CPA firm on various projects, mostly compliance related - Analyze and prepare individual tax returns, for individuals whose net worth is between 1 and 300 million. - Prepare spreadsheets and financial analysis of estates of high net worth. - Assist and train peers and associates with Excel, Word, PowerPoint and GoSystem . - Attend various networking functions. Technical Tax Experience - ASC 740 (formerly FAS 109 and FIN 48) Implementation for the transparency of uncertain tax positions to the IRS. - Worked with domestic and international audit teams in order to verify tax provision totals for the clients financial statements and annual reports. - Drafted tax provision foot note, FIN 48 and ARB 23. - Implemented tax planning strategies for large corporations to reduce clients tax liability. Show less



Anthony L. D'Arminio Jr. PA EA

• Senior Staff Accountant

  • Aug 2005 - Oct 2009

  Randolph, NJ - Facilitated conversion of client accounts from manual to digital, Reconciled client accounts by means of using QuickBooks - Prepared/reviewed tax returns, tax projects, estimated tax vouchers and extensions for high net worth clients. - Attended client meetings and maintained client relationships. - Prepared spreadsheets and financial analysis of estates of high net worth clients. - Analyzed and prepared individual tax returns, for individuals whose net worth… Show more - Facilitated conversion of client accounts from manual to digital, Reconciled client accounts by means of using QuickBooks - Prepared/reviewed tax returns, tax projects, estimated tax vouchers and extensions for high net worth clients. - Attended client meetings and maintained client relationships. - Prepared spreadsheets and financial analysis of estates of high net worth clients. - Analyzed and prepared individual tax returns, for individuals whose net worth was between $500k and $50 million. - Generated reports which assisted in month-end processing - Assisted in preparation of individual, corporate, and partnership tax returns, quarterly taxes, and payroll taxes, process and distributed daily checks, reviewed check requests. - Led and supervised tax staff to create complete and accurate tax returns resulting in little or no tax review notes. - Trained new accounting staff on accounting procedures. Show less



WithumSmith+Brown

• Accounting
• 1 - 100 Employee

• Intern/Staff Accountant

  • 2008 - Aug 2008

  - Participated in the auditing of client companies’ financial statements. - Preformed field work, tested internal controls and worked with audit programs.