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Kevin Stapleton CPA is a seasoned financial professional with over 28 years of experience in corporate finance, tax, and financial planning. He has worked with Ernst & Young LLP and AXA Financial, providing financial advisory services to clients. Kevin holds a Master of Business Administration from Long Island University and a Bachelor of Business Administration from Manhattan College.

Experience

    • Financial Planner
      • 2002 - 2010
      • Secaucus NJ

      Recent experience in personal financial planning and tax consultation in association with Ernst & Young LLP.Assisted clients with financial concerns including pension benefit elections and asset allocation decisions. Utilized proprietary E&Y financial models to provide, implement and moni...

  • AXA Financial
    • New York, New York
    • Senior Financial Accountant
      • 1973 - 2001
      • New York, New York

      Over twenty-eight years experience in the life insurance industry with AXA Financial (formerly Equitable Life) of New York City in the areas of corporate accounting, financial statement analysis, internal controls, cost allocation and budgeting.

Education

  • 1976 - 1981
    Long Island University
  • 1965 - 1973
    Manhattan College

Suggested Services

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

Industry Focus. “Financial Services”

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