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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.