Mobile WORK EXPERIENCE: Rothstein Kass - Principal Aug. 2011 — Present Financial Services Group Principal dedicated to diverse group of private equity and hedge funds. Responsible for tax planning and compliance, accounting and financial consulting for investment advisers, funds and their principals. Clients include: MHR, Atalaya, Scopus, Eton Park. • Author of numerous client bulletins, including proposed regulations on *1411 - net investment income tax; §446 notional principal contract (swap) re Dodd Frank, §871(m) - U.S. withholding on dividend equivalents, ERISA liability - trade or business (Sun Capital), mixed straddles. • Member of RK National Tax Advisory Group responsible for developing tax strategies for financial services clientele. • Improved compliance delivery and team response time on year•over-year basis with increased planning and accountability on all large engagements with highly organized project plans and budgets. • Provide frequent technical training to all levels including topics of client bulletins, tax straddles, ISDA protocols, distressed debt, §754 election and calculation of §743/§734 adjustments. Berkeley Quantitative, LP — Chief Financial Officer Oct. 2010 — Aug. 2011 Responsible for accounting and financial functions for systematic CFA managed hedge funds and managed accounts. Investment manager — Elwyn Berlekamp (Medallion). AUM/employees at peak $280M/18. • Responsible for accounting and trading function, including daily cash management, reconciliation of position and cash, review of broker/administrator record keeping and monitoring of position/limits and trading with futures exchanges, and margin monitoring across four custodians. • Responsible for operational launch of three funds, including account set up and negotiation of fund contracts, including offering documents, prime brokerage, fund administration and trading agreements. • Managed year end audit and tax return process with various audit and tax fir