Experience:

Over thirty five years of public accounting experience. Specific responsibilities include scheduling, planning, control and review of audit, accounting and business advisory engagements. Client responsibility also includes providing manual and automated systems development, business advisory services, tax planning and preparation and general accounting work.

Professional Qualifications:

• Certified Public Accountant, Commonwealth of Massachusetts
• Certified Public Accountant, State of New Hampshire
• Member, American Institute of Certified Public Accountants
• Member, Massachusetts Society of Certified Public Accountants

Education:

• Suffolk University, Boston, Massachusetts Master of Business Administration, May, 1979
• Merrimack College, North Andover, Massachusetts Bachelor of Science in Business Administration May, 1976 Major - Accounting

Community and Professional Activities:

• Northmark Bank, Incorporator and past Board Member
• Boys & Girls Club of Lawrence, Treasurer and Board Member
• St. Joseph's Melkite Church, Parish Council Member and Co-Chairman of Capital Campaign
• Merrimack College, Member of President's Council
• Greater Lawrence Mental Health Center, Past Board Member and Treasurer
• Lazarus House, Inc., Member of Planned Giving Committee
• University of Massachusetts (Lowell Campus), Past Auditing and Accounting Instructor - Evening Division.

Experience:

Over thirty five years of public accounting experience. Responsible for planning and managing the audits and accounting services for a diverse group of clients. Responsibilities include reviewing accounting and audit engagements, financial statements and tax returns, preparing client management letters and assisting clients with various computerized accounting applications.

Professional Qualifications:

• Certified Public Accountant, Commonwealth of Massachusetts
• Certified Public Accountant, State of New Hampshire
• Member, American Institute of Certified Public Accountants
• Member, Massachusetts Society of Certified Public Accountants

Education:

• Merrimack College, North Andover, Massachusetts Bachelor of Science in Business Administration May, 1977 Major - Accounting

Community and Professional Activities:

• Covenant Health Systems, Director and Chair of Audit Committee
• Merrimack College, Member of President's Advisory Board
• Mary Immaculate Health Care Services, Member of Finance Committee, Past Chairperson
• North Andover Zoning Board of Appeals, Past Member (15 years)
• Greater Lawrence Sanitary District, Past Chairperson
• Northern Essex Community College, Past Accounting Instructor - Evening Division

Experience:

Over thirty years of tax and accounting experience including three years as tax manager of the domestic operations of a Fortune 500 company. Responsibilities include tax planning and research for individuals, closely held corporations, partnerships and non-profit organizations, the effective implementation of such research and planning, preparation of corporate, partnership, individual, trust and information tax returns.

Professional Qualifications:

• Certified Public Accountant, Commonwealth of Massachusetts
• Member, American Institute of Certified Public Accountants
• Member, Massachusetts Society of Certified Public

Education:

• Bentley College, Waltham, Massachusetts Master of Science in Taxation, February, 1987 Bachelor of Science in Accountancy, May, 1981