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James Filonuk is a seasoned accounting professional with 29 years of experience in corporate tax, auditing, financial reporting, and strategic planning. He has held senior roles at Glatman & Filonuk CPAs PC and Glatman & Filonuk Wealth Management, and has worked as an AVP at National Westminster Bank and an IT specialist at Hempstead Bank. With an MBA and B.S. in Accounting from St. John's University, James has developed a strong foundation in finance and accounting. He is certified as a CPA and has expertise in tax preparation, customer service, and financial planning.

Credentials

  • CPA
    -

Experience

    • Partner
      • Mar 1995 - Present
      • Melville, NY

      Income Tax Preparation and Accounting Services for Individuals and Small Businesses.

    • Financial Advisor
      • Jan 2001 - Present
      • Melville, NY

      Financial Planning, Investment Advisory Services

  • National Westminster Bank
    • Greater New York City Area
    • AVP
      • Jun 1980 - Mar 1995
      • Greater New York City Area

      Perform both financial and data processing systems audits. Assigned to outside accounting firm (Peat Marwick Mitchell) to assist on their year end audit of the bank in multiple years.

    • IT Unit
      • 1977 - 1978

      Monitor data for a Point of Sale System deployed primarily on the North Shore of Nassau County on Long Island. Troubleshoot and remediate customer and system problems.

Education

  • 1981 - 1985
    St. John's University
  • 1976 - 1980
    St. John's University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Accounting”

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