1
Recent Placements Partner & Practice Leader, International Tax Southeast Regional CPA Firm Tax Partner, New York – National CPA Firm Tax Partner, Bay Area – Mega-Regional CPA Firm – West Coast Audit Partner, Retail and Consumer Products, Northeast Region (NYC, NJ, CT) – National CPA Firm Principal, State & Local Tax – Regional CPA Firm – New York City Chief Financial Officer – Privately-Held Consumer Products Company, Midwest Chief Audit Officer – Regional Bank, New Jersey President – Nationally Recognized CPA Association – New Jersey Vice President, Tax – Prominent Family Office – Midwest Vice President, Tax – Prominent Private Equity Firm – Mid-Atlantic Region Client Relationship Executive, Southwest – National CPA Firm Allan Koltin - CEO For sixteen consecutive years, Allan has been named by Accounting Today as one of the Top 100 Most Influential People in the accounting profession. In 2015, he was recognized as one of the “10 Most Influential” in the profession. Allan was also voted one of the 10 Most Recommended Consultants for the tenth straight year in the “Annual Survey of Firms” conducted by INSIDE Public Accounting. In 2012 through 2014, Allan was named by CPA Practice Advisor as one of the Top 25 Thought Leaders in the profession. Within public accounting, his specialties include firm strategy, governance, profitability, compensation, growth, human capital, and mergers & acquisitions. Highly sought after for his extensive industry experience as well as his ability to engage and inspire audiences, Allan enjoys delivering keynote addresses at major industry conferences. As part of his portfolio of work, he facilitates partner retreats and provides executive coaching for public accounting firms nationwide. Mitchell Bassler - Director, Executive Search Mitch is a tenured, successful executive search professional with long-term, core expertise in client management, recruiting, and recruiting team leadership. His portfolio of assignments includes placing accounting and finance executives in public accounting as well as in private industry. He works diligently to help public accounting firms and other professional services firms attract and retain the senior-level talent needed to compete in a highly competitive marketplace. Within public accounting, his specialties include placing top-flight partners who will spearhead strategic new ventures, completing lateral partner searches, as well as placing partners who will succeed retiring leaders, taking their existing practices to the next level. Donna Cox - Director of Operations and Human Resources Donna has been with KCG for 20 years. She is responsible for planning, development, and implementation of all aspects of the human resources programs, policies, objectives, and initiatives in collaboration with the CEO. Additionally, she assists Allan with various aspects of his consulting engagements. Angela Bruks - Research Associate Angela is a multi-talented research and administrative professional possessing a diversified skill set that spans research, project leadership, administrative support, human resources management, and project management. During the past fifteen years, she has worked in a wide range of industries, including professional services, financial services, consumer goods, and HR consulting. She is particularly adept at leading projects from beginning to end, with an eye for detail and the highest level of quality.

Allan Koltin - CEO Recent Placements Search Marketing Brochure.pdf · 4/28/2016  · new ventures, completing lateral partner searches, as well as placing ... the next level. Donna

  • Upload
    others

  • View
    1

  • Download
    0

Embed Size (px)

Citation preview

Page 1: Allan Koltin - CEO Recent Placements Search Marketing Brochure.pdf · 4/28/2016  · new ventures, completing lateral partner searches, as well as placing ... the next level. Donna

RecentPlacements

•Partner&PracticeLeader,InternationalTax–SoutheastRegionalCPAFirm

•TaxPartner,NewYork–NationalCPAFirm

•TaxPartner,BayArea–Mega-RegionalCPAFirm–WestCoast

•AuditPartner,RetailandConsumerProducts,NortheastRegion(NYC,NJ,CT)–NationalCPAFirm•Principal,State&LocalTax–RegionalCPAFirm–NewYorkCity

•ChiefFinancialOfficer–Privately-HeldConsumerProductsCompany,Midwest

•ChiefAuditOfficer–RegionalBank,NewJersey

•President–NationallyRecognizedCPAAssociation–NewJersey

•VicePresident,Tax–ProminentFamilyOffice–Midwest

•VicePresident,Tax–ProminentPrivateEquityFirm–Mid-AtlanticRegion

• ClientRelationshipExecutive,Southwest–NationalCPAFirm

AllanKoltin-CEOForsixteenconsecutiveyears,AllanhasbeennamedbyAccountingTodayasoneoftheTop100MostInfluentialPeopleintheaccountingprofession.In 2015, he was recognized as one of the “10 Most Influential” in theprofession. Allan was also voted one of the 10 Most RecommendedConsultants for the tenth straight year in the “Annual Survey of Firms”conductedbyINSIDEPublicAccounting.In2012through2014,AllanwasnamedbyCPAPracticeAdvisorasoneoftheTop25ThoughtLeadersintheprofession.Withinpublicaccounting,hisspecialtiesincludefirmstrategy,governance, profitability, compensation, growth, human capital, andmergers & acquisitions. Highly sought after for his extensive industryexperience as well as his ability to engage and inspire audiences, Allanenjoysdeliveringkeynoteaddressesatmajorindustryconferences.Aspartof his portfolio of work, he facilitates partner retreats and providesexecutivecoachingforpublicaccountingfirmsnationwide.MitchellBassler-Director,ExecutiveSearchMitchisatenured,successfulexecutivesearchprofessionalwithlong-term,core expertise in client management, recruiting, and recruiting teamleadership. Hisportfolioofassignments includesplacingaccountingandfinanceexecutives inpublicaccountingaswellas inprivate industry.Heworks diligently to help public accounting firms and other professionalservicesfirmsattractandretainthesenior-leveltalentneededtocompetein a highly competitive marketplace. Within public accounting, hisspecialtiesincludeplacingtop-flightpartnerswhowillspearheadstrategicnew ventures, completing lateral partner searches, as well as placingpartnerswhowillsucceedretiringleaders,takingtheirexistingpracticestothenextlevel.DonnaCox-DirectorofOperationsandHumanResourcesDonnahasbeenwithKCG for20years. She is responsible forplanning,development, and implementation of all aspects of the humanresources programs, policies, objectives, and initiatives in collaborationwith theCEO. Additionally, sheassistsAllanwithvariousaspectsofhisconsultingengagements.AngelaBruks-ResearchAssociateAngela is a multi-talented research and administrative professionalpossessing a diversified skill set that spans research, project leadership,administrative support, human resources management, and projectmanagement.Duringthepastfifteenyears,shehasworkedinawiderangeofindustries,includingprofessionalservices,financialservices,consumergoods,andHRconsulting.Sheisparticularlyadeptatleadingprojectsfrombeginningtoend,withaneyefordetailandthehighestlevelofquality.