Manager Management

Stephen A. Gilmartin, CPA

*** ******** **., ***** *****, New York 10965

Contact Information: 845-***-****; abhvsh@r.postjobfree.com

SUMMARY OF QUALIFICATIONS

Senior level family office certified public accountant with extensive

experience preparing financial statements, tax compliance, investment

reporting, cash management and information technology.

EXPERIENCE

The Acorn Foundation for the Arts and Sciences, Inc., New York, NY

August, 2007 - Present

Controller - Family Office

. Direct all wealth management activities for several high net worth

individuals and related entities.

. Report directly to family members; manage two certified public

accountants and two bookkeepers.

. Safeguard assets of family members by reviewing internal controls and

initiating improvements.

. Manage all aspects of office including human resources, information

technology and building security.

. Prepare individual, partnership, corporate, foundation, fiduciary and

gift tax returns.

. Plan, structure and implement sophisticated tax minimization strategies.

. Financial reporting including financial statements, cash flow reports,

budgets and various analyses.

. Other recordkeeping, bookkeeping, bill payment, payroll processing and

medical claims processing.

. Cash management including cash flow planning and projections.

. Monitor financial stability of financial institutions and identify

alternative short term investments.

. Monitor secured credit facilities; manage collateral, negotiate

agreements.

. Monthly analysis of budget to actual financial results. Analyze and

explain variances.

. Investment planning, oversight and reporting.

. Coordinate with investment advisors, fund managers and consultants.

. Ongoing performance monitoring and rebalancing of asset allocations.

. Manage liquidity, private equity capital calls, new alternative

investments and redemptions.

. Review company information technology and initiate changes to improve

efficiency and security.

. Plan and implement philanthropic mission, foundation management and

individual giving.

. Insurance analysis and oversight as part of overall risk management.

Central National Gottesman Inc., Purchase, NY

October, 2005 - July, 2007

Controller - Family Office

Tax Director - Corporate Investment Division

. Managed 60 entities and over 100 bank and brokerage accounts.

. Reported directly to corporate shareholders and other family members;

managed three accountants.

. Provided accurate financial statements, management reports and investment

analysis.

. Processed payables, receivables, accruals and journal entries.

. Prepared investment portfolio reports and performance reports. Reconciled

to manager reports.

. Tax compliance for all corporations, individuals, employee benefits,

foundations and trusts.

. Created tax saving strategies and identified tax issues.

. Prepared year-end work papers for twelve entities audited or reviewed by

outside accounting firm.

. Supervised pension and profit sharing plan distributions to participants.

. Prepared risk-return analysis of portfolios.

. Monitored distribution of grants from several foundations.

. Filed annual business reports, resale certificates and other required tax

forms with all applicable states and municipalities.

. Managed all technology issues related to the investment division.

American Express Tax & Business Service, New York, NY

November, 2004 - September, 2005

Tax Manager - Financial Services Group

. Prepared and reviewed federal, state and local income taxes for

corporations, partnerships, individuals, trusts and foundations.

. Clients were mainly high net worth individuals employed in the financial

services industry.

. Tested for wash sales, constructive receipts, straddles, short sales and

qualified dividends.

. Built and managed client relationships.

. Managed a team of tax professionals and assistants working on client

projects.

Stephen A. Gilmartin, CPA, New York, NY June, 2002

- October, 2004

Clients included a hedge fund, real estate investment companies, a direct

access broker-dealer, an internet company and a technology security

company.

. Consultant for Gettenberg Consulting from October 2003 to November 2004,

a Wall Street professional service organization. Provided accounting,

regulatory reporting, bookkeeping and tax preparation services to Broker-

Dealers and Hedge Funds.

M.J. Meehan & Co., LLC, New York, NY May, 1989

- June, 2002

Controller

Self clearing Broker-Dealer; New York Stock Exchange specialist firm;

Meehan family office, majority owners of M.J. Meehan.

Directly managed a staff of five accountants.

Assisted partner in charge of operations with the management of human

resources, information technology and security clearance.

Prepared monthly financial statements in accordance with GAAP.

Responsible for accounting, regulatory reporting, tax compliance and

personal financial planning.

Provided comprehensive tax and estate planning for several high net worth

individuals.

Instrumental in automating accounting and the security settlement process.

Evaluated, reconciled and accounted for investments in Venture Partnerships

and Hedge Funds.

Oppenheim, Appel, Dixon CPA's, Senior Accountant, New York, NY April,

1986 - April, 1989

Senior Accountant

Assigned to the financial service area, auditing Brokers and Dealers in

Securities and Hedge funds.

Paul Freed, CPA, Senior Accountant, New York, NY November,

1984 - April, 1986

Senior Accountant

Responsibilities included tax preparation; audits; Focus report

preparation; and client write-ups.

Dean, Witter, Reynolds Inc., Staff Accountant, New York, NY

June, 1983 - November, 1984

Staff Accountant

Responsibilities included preparation of journal entries, account analysis

and reconciliation.

COMPUTER SKILLS

Excel, Intuit Pro Series, Quicken, QuickBooks, MAS 90, Portia, Advent Axys,

CCH Tax Pro FX, Word.

EDUCATION / LICENSURE

BS in Business, Concentration in Accounting, State University of New York

at Oswego (1979 - 1983)

Certified Public Accountant, State of New York (1987)

National Association of Securities Dealers, Series 27 (1994) - inactive

PROFESSIONAL AFFILIATIONS

American Institute of Certified Public Accountants.

New York State Society of CPA's.

Former Member of the New York Stock Exchange - admitted July 1, 1993.

Former Board of Directors - Catholic Guardian Society, a division of

Catholic Charities of New York.

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