People on the move: Marcum promotes 13 to partner
September 8, 2017 11:38 AM
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Elliott Davis Decosimo admits six shareholders; BDO leader wins CPA.com’s Innovative Practitioner Award; and other recent hires, promotions and personnel news from firms across the country.
CALIFORNIA
Bradley Meyer and Linsday Schroeder were promoted to audit and tax manager at White Nelson Diehl Evans, Carlsbad.
GEORGIA
Jennifer Cybul was hired as chief human resources officer at Bennett Thrasher, Atlanta.
INDIANA
Frank Jakosz was appointed a principal at CapinCrouse, Indianapolis.
AJ Snyder was hired as a cost segregation consultant and Nic Cullina was hired as an R&D tax credit consultant, at McGuire Sponsel, Indianapolis.
AJ Snyder was hired as a cost segregation consultant and Nic Cullina was hired as an R&D tax credit consultant, at McGuire Sponsel, Indianapolis.
MARYLAND
Daniel Russell, a member of the audit and attestation group and of the client accounting services group of HeimLantz, Annapolis, earned his Certified Valuation Analyst designation.
MASSACHUSETTS
Tracy Curley was hired as a partner at CohnReznick, Boston, where she will be a member of the firm’s technology and life sciences industry practice. Curely has more than 25 years of experience providing audit and financial reporting services to companies in the public and private sectors, with concentrations in technology, life sciences and renewable energy.
NEW YORK
David Moshashvili was hired as a principal in the audit department at MBAF, New York.
Michael O’Keefe was appointed a senior director in the financial industry advisory services practice in New York at Alvarez & Marsal.
Jason Jacobs, partner in the financial services practice group at Baker Tilly Virchow Krause, New York, was appointed to the board of directors of the Insurance Federation of New York.
Marcum, New York, promoted 13 people to partner: Mary Anne Mascarenas Alino, Gary Rosen and Daniel Roche in New York City; Jana Aristizabal, Miami; Sougata Banerjee, Irvine, Calif.; Barry Burchel, Deerfield, Ill.; Joanne Cristiano, New Haven, Conn.; Sunil Jain, San Francisco; Thomas Keane, Neptune, N.J.; Kim Lowney and Lawrence Montgomery in Philadelphia; Lori Rock, Los Angeles; and Peter Scavuzzo, Melville, N.Y.
Michael O’Keefe was appointed a senior director in the financial industry advisory services practice in New York at Alvarez & Marsal.
Jason Jacobs, partner in the financial services practice group at Baker Tilly Virchow Krause, New York, was appointed to the board of directors of the Insurance Federation of New York.
Marcum, New York, promoted 13 people to partner: Mary Anne Mascarenas Alino, Gary Rosen and Daniel Roche in New York City; Jana Aristizabal, Miami; Sougata Banerjee, Irvine, Calif.; Barry Burchel, Deerfield, Ill.; Joanne Cristiano, New Haven, Conn.; Sunil Jain, San Francisco; Thomas Keane, Neptune, N.J.; Kim Lowney and Lawrence Montgomery in Philadelphia; Lori Rock, Los Angeles; and Peter Scavuzzo, Melville, N.Y.
PENNSYLVANIA
Jonathan Clark, partner in the tax services group, was admitted to the partnership of RKL, Wyomissing.
Timothy Peters, a member of Smith Kearns & Co., York, was presented with United Way of Washington County’s Jesse L. Kagle Award for Distinguished Service, which recognizes a volunteer for their commitment to community and the organization's mission, and is named for longtime United Way of Washington County executive director Jesse L. Kagle Jr., who passed away in 1987.
Timothy Peters, a member of Smith Kearns & Co., York, was presented with United Way of Washington County’s Jesse L. Kagle Award for Distinguished Service, which recognizes a volunteer for their commitment to community and the organization's mission, and is named for longtime United Way of Washington County executive director Jesse L. Kagle Jr., who passed away in 1987.
SOUTH CAROLINA
Elliott Davis Decosimo, Greenville, announced it has admitted six new shareholders: Lucy Gates, who focuses primarily in the areas of corporate, partnership and state taxation and is based in the Chattanooga office; Melody Horton, who provides comprehensive tax planning and compliance services to clients with multistate and international operations specializing in the manufacturing, distribution and technology sectors; Brett Lanzl, who offers assurance and transaction advisory services, including merger and acquisition due diligence; Bobbi Jo Lazarus, who has more than 12 years of public accounting experience focusing on tax planning and compliance services; Cory Ouellette, who provides tax planning and compliance services to real estate clients and assists with partnership tax issues; and Joe Wall, who has more than 20 years of experience in public accounting and works with high-net-worth individuals.
Elizabeth Dinndorf was appointed an associate in the assurance and advisory services department at Scott and Company, Columbia.
Elizabeth Dinndorf was appointed an associate in the assurance and advisory services department at Scott and Company, Columbia.
TEXAS
Connie Zhang was hired as a tax partner at MaloneBailey, Houston.
VIRGINIA
Kelly Johnson, national leader of business services and outsourcing at BDO USA, McLean, won CPA.com’s 2017 Innovative Practitioner Award, recognizing innovation in process, services or technology implementation in public accounting firms, for leading the development of BDODrive, a cloud-based, integrated solution for financial management, accounting services and business intelligence. The platform provides real-time, streamlined accounting information via dashboards for clients, operational efficiencies and access to BDO’s specialized expertise for businesses. Johnson will be recognized at the 2017 Digital CPA Conference December 4-6 in San Francisco. CPA.com also announced the two runners-up. First runner up is Michael Lynch, principal of SC&H Group’s CFO advisory services practice, who developed an outsourced accounting practice focused in part on emerging life science and software-as-a-service companies. Second runner up is Jonathan Kraftchick, managing director, Cherry Bekaert, who developed training programs to educate auditors on coming changes in artificial intelligence and machine learning and how these innovations might impact the profession.
John (Dean) Williams was appointed a tax director in the tax team at Mitchell Wiggins, Richmond.
John (Dean) Williams was appointed a tax director in the tax team at Mitchell Wiggins, Richmond.
WASHINGTON, D.C.
Karen Hawkins was selected to chair the American Bar Association’s Section of Taxation, where she will serve a one-year term, to be succeeded by Eric Solomon, of Washington, D.C., who will serve this year as chair-elect.
