Who has worked at WTP Advisors
| Position at WTP Advisors | Previous job position | |
|---|---|---|
| Amit Mathur | DirectorSince Jan 2006 |
PricewaterhouseCoopersInternational Tax Manager 1998 - 2005 |
| Anthony Licitra | ManagerSince Jul 2013 Senior Tax AssociateJul 2011 - Jul 2013 Tax AssociateNov 2009 - Jul 2011 |
|
| Ava Sun | ManagerSince Jun 2008 |
Morgan Stanley Fund Services USA LLCInvestor Services Intern Nov 2007 - May 2008 |
| Ava Sun | AssociateSince Jun 2008 |
Morgan Stanley Fund Services USA LLCInvestor Services Intern Nov 2007 - May 2008 |
| Brian Schwam | Managing DirectorSince May 2010 |
Schwam International Tax LLCNational Managing Director May 2010 - May 2010 |
| Brittany Roberts | Client Relations DirectorSince Oct 2013 |
CLEVELAND GOLF/SRIXONTerritory Manager Jun 2011 - Oct 2013 |
| Caroline Hartnett | International Tax ConsultantSince Aug 2010 |
Tax Technologies, Inc.International Tax Consultant Nov 2002 - Aug 2010 |
| Charles Aikman | ManagerSince Jun 2010 |
Law Offices of Kupets & DeCaro, P.C.Law Clerk Aug 2008 - May 2010 |
| Chris Devoe | Managing Director, Tax - Tax Accounting Practice LeaderSince Jul 2013 Director, Tax - Tax Accounting Practice LeaderApr 2011 - Jun 2013 |
Ernst & YoungTax Senior Manager Jul 2008 - Apr 2011 |
| Daniel Verona | AssociateSince Jan 2012 |
PepsiCoSales Analyst - Distributor Volume Reporting Aug 2011 - Jan 2012 |
| David Burstein | Business DevelopmentSince Nov 2010 |
The Farms Country ClubAssistant Golf Professional Apr 2005 - Oct 2010 |
| David Wain | PartnerSince 2005 |
PricewaterhouseCoopersSenior Manager Dec 1993 - Aug 2004 |
| Edita Grajqevci | ManagerSince Jul 2009 |
PerrigoChemist 2004 - 2006 |
| Ian Boccaccio | Partner and Co-FounderSince May 2005 |
|
| Jeffrey Robert Malo | ||
| Jim Fyhrie | PartnerSince 2005 |
PricewaterhouseCoopersManager 1997 - 2001 |
| John Schanck | Business Development DirectorSince Aug 2008 |
JJS Management LLCPresident 2000 - 2008 |
| Jon Reemtsma | ConsultantSince 2009 |
Ernst & YoungManager International Tax 2006 - 2008 |
| Laura Wells | Senior AssociateSince Jan 2013 AssociateAug 2011 - Jan 2013 |
Thomson ReutersSenior Tax Associate Apr 2010 - Aug 2011 |
| Luke Mckinlay | AssociateSince Jul 2011 |
Best BuySales Associate Apr 2006 - Jul 2011 |
| Marlon Dee | Senior AssociateSince Jan 2009 |
Bank of AmericaFinancial Analyst Jun 2007 - Jan 2009 |
| Michael Calderone | AssociateSince Jun 2012 |
RuffaloCODYCaller Sep 2009 - May 2012 |
| Michael J Minihan | PartnerSince May 2005 |
PricewaterhouseCoopersSenior Int'l Tax Manager 1998 - 2004 |
| Michael Peluso | ManagerSince Jan 2012 Senior AssociateJul 2009 - Dec 2011 AssociateMar 2008 - Jun 2009 |
State Street Bank and TrustFund Accountant Nov 2007 - Mar 2008 |
Former Employees
| Position at WTP Advisors | Next job position | |
|---|---|---|
| Aaron Jurist | AssociateJun 2009 - Jul 2011 |
Rialto Capital ManagementAssociate Since Dec 2012 |
| Adam Ludman | Senior Tax AssociateJun 2010 - Nov 2011 |
American ExpressTax Attorney, U.S. Tax Planning, Reporting & Withholding Since Nov 2011 |
| Bohdan Kohut | AssociateSince 2012 Tax Associate2012 - Jan 2013 |
|
| Craig Schultz | VP - Business DevelopmentApr 2010 - Apr 2012 Vice President - Business DevelopmentApr 2010 - Apr 2012 |
PricewaterhouseCoopersManager Since Apr 2012 |
| Dave Rutkowski | DirectorApr 2007 - Mar 2012 |
CitiConsultant Since Mar 2012 |
| David Bender | Manager2011 - 2012 |
Corptax, Inc.Lead Engagement Manager Since 2013 |
| Harald Rehm | DirectorSince Jun 2011 |
Argus Tax, Inc.Director Since Jun 2011 |
| Harris Bogner | DirectorAug 2012 - Sep 2012 |
Avalon Lake Partners, LLCDirector Since Sep 2012 |
| Ilicia Silverman | Director - Head of Capital Markets Business DevelopmentOct 2011 - Sep 2012 |
Avalon Lake Partners LLCPartner - Head of Business Development Since Sep 2012 |
| Jeff Santoro | Senior AssociateJan 2009 - Jan 2010 |
LoanCore CapitalVice President Since Apr 2011 |
| Jill Murphy | Director - Capital Markets2011 - 2012 |
Avalon Lake PartnersDirector Since Sep 2012 |
| Kristi Fote | Business Development AssociateJun 2010 - Jun 2012 Business Development Manager2010 - 2012 |
The Fotec Group, LLCVice President Since Jul 2012 |
| Kyle Mcdonald | Senior AssociateAug 2008 - Nov 2011 |
American ExpressManager - Global Tax Technology & Operations Since Nov 2011 |
| Lindsay Blackwell | Graphic DesignerOct 2008 - Mar 2012 |
SpiceworksGraphic Design Intern Since Jun 2013 |
| Lou Sala | PartnerJan 2011 - Sep 2012 |
Avalon Lake Partners LLCManaging Partner & CEO Since Sep 2012 |
| Matthew George | Consultant2007 - 2009 |
HonorVet.orgConsultant Since 2011 |
| Michael Harkey | Tax AssociateSep 2010 - Jun 2011 |
KPMGTax Associate Since Jun 2011 |
| Molly Griffin | AssociateJul 2012 - Sep 2012 |
Avalon Lake PartnersSenior Associate Since Sep 2012 |
| Nicholas Papadakis | AssociateAug 2009 - Apr 2010 |
CIT Group Inc.AVP - Corporate Finance: Business Planning & Analysis Since Oct 2011 |
| Richard Isacsson | Senior Associate - Capital MarketsAug 2011 - Sep 2012 AssociateSep 2010 - Aug 2011 |
Avalon Lake PartnersManager Since Sep 2012 |
| Scott Davis | Executive Vice President - Business DevelopmentAug 2009 - Nov 2011 |
The Turquoise Reef GroupBoard Member Since Jan 2012 |