Experience

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  Acute Care Experts

  • Independent Financial Advisor
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  Acute Care Experts, Inc.

  • Old Bridge, New Jersey

  • Independent Financial Advisor

    • Apr 2016 - Present
    • Old Bridge, New Jersey
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  T.A. McKay & Co., Inc.

  • New York, NY

  • Chief Financial Officer

    • Aug 2011 - Present
    • New York, NY

    Responsible for financial information and reporting of Simplon Partners and Simplon International Limited. These are two funds with approximately $250 million in investments. The funds specialize in distressed corporate bonds..My role is to provide support to two funds that do not require a ful...

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  Motashaw's Advisory Services

  • Tax Specialist and Financial Advisor

    • Sep 2009 - Present

    I currently teach Managerial Accounting (ACC102), Accounting for Small Businesses -Quickbooks (SBM 102) and Financial Accounting (ACC101). As a Certified Public Accountant with a Masters in Accounting I have an in depth knowledge of accounting, taxation, business principles and current business ...

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  Quickbooks applications, Financial Accounting, ...

  • Central New Jersey

  • Adjunct Professor-Middlesex County College

    • Sep 2009 - Present
    • Central New Jersey

    I teach Quickbooks Pro to students who are entrepreneurs and owners of Small Businesses. I specialize in service level business, billings and accounts receivable, vendor payments and cash reconciliations.

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  Bookkeeping, Taxes and More, LLP,

  • Chief Financial Officer supporting smaller businesses

    • May 2007 - Present

    Provide accounting, tax and financial advisory support for individuals and companies engaged in business that cannot afford a full time controller. This work includes but is not limited to providing bookkeeping and payroll services, setting up accounting records for small businesses through Qu...

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  Bank of New York Mellon

  • Managing Director

    • Sep 2000 - May 2007

    Responsible for financial operations. Business was the international securities arm of Bank of NY....Bank of NY sold the business in early 2007. Handled global reporting, risk analysis, financial evaluations, preparation of financial statements, preparation of reports for management. Responsib...

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  BNY ConvergEx

  • Managing Director

    • 2000 - 2007

    Responsible for financial information preparation and distribution for international securities division.

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  Brean Murray, Carret & Co.

  • Chief Financial Officer

    • May 1997 - Sep 2000

    Investment Banking firm that acted as fund manager, investment banking, securities sales, market maker. Responsible for all financial activities.

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  Intercapital Garban

  • Chief Financial Officer, Chief Operating Officer

    • May 1982 - Sep 1997

    Major brokerage firm involved in interdealer brokerage in the US government bonds, municipal bonds, corporate bonds, international bonds and mortgage backed securities. Responsible for al aspects of the firm first as Chief Financial Officer and then Chief Operating Officer. Built the firm inter...

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  Ernst and Young

  • Audit Principal

    • Jun 1972 - May 1982

    Audit Principal responsible for audits of Fortune 25 companies involved in manufacturing, financial services, music production, international operations. Also responsible for audits of construction companies, real estate firms, retail operations, apparel manufacturing, fraud audits, bankruptcy r...