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EFTA00300879

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GERRY ROTH KESSEL Fair Lawn, NJ SUMMARY Financial Executive with extensive family office experience. Successfully complete and prioritize time sensitive projects in addition to having managed and analyzed multiple bank and investment accounts for Ronald O. Perelman, Howard Gittis, Ian Schrager, other High Net Worth Individuals and numerous entities (corporations, LLC's, trusts). Uniquely combine strong transactional and analytical skills with hands on experience. Recognized for willingness to take on challenging assignments. Build trusting and effective relationships with family members, top executives, lawyers in diverse practice areas, investment advisors, tax accountants and actuaries. PROFESSIONAL EXPERIENCE FINANCIAL QUARTERBACK, New York, NY November 2011-Present Consultant for variety of high net worth individuals, their related companies and a start-up nonprofit organization. Manage all financial activity including investment analysis, banking, financial statement and cash flow preparation, budgets, bank compliance and coordination of tax preparation and legal matters. Investigate cost saving opportunities. ESTATE OF HOWARD GITTIS, New York, NY consultant 2011-Present (Former Vice Chairman of MacAndrews & Forbes Holdings Inc.) full time 2008 - 2010 Responsible for all financial and operational matters for estate of high net worth individual. Manage all aspects of the Estate of Howard Gittis. Handle banking and investment management for personal accounts, various trusts and privately held businesses. Coordinate sales of assets. Advocate on behalf of Estate with multiple private equity investment managers. Work closely with estate lawyers and tax accountants on completion of Form 706 and other tax filings. Update executors and family members periodically. Execute assignment of all remaining assets from Estate to a new Partnership made up of Trusts Under the Will of Howard Gittis. Continue managing all financial matters for the Partn

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Independent research project. Not affiliated with the U.S. Department of Justice, FBI, any government agency, or Anthropic. All analytical text on this site is AI-generated (Claude, Anthropic) and iteratively fact-checked against source documents, but may contain errors. Verify all claims against linked EFTA sources before citing.
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