December 15, 2021 | BY admin
Mark has over 25 years of experience in accounting, finance and operations. As Roth&Co.’s Chief Financial Officer, Mark is responsible for maintaining overall leadership and management for the firm’s financial operations, including:
• Safeguarding the firm’s assets
• Assisting in developing plans to improve firm performance
• Advising leadership on strategic, business, and operating decisions
Mark’s experience spans a diversity of industries including energy, AV technology, building materials, and food manufacturing. He has served in various executive positions providing financial and management reporting, budgeting and forecasting, treasury, project management, operations and business development.
Mark received his bachelor’s degree in Accounting from Yeshiva University, Sy Syms School of Business.
When outside of the office, Mark enjoys spending time with family and friends, traveling and sports.
August 24, 2016 | BY admin
Chaya joined Roth&Co in 2004 after graduating from high school. She continued her studies in Touro College, while determinedly climbing the ranks at the firm. Chaya started as a secretary, and after 12 years and numerous promotions, is now director of the Roth&Co human resources department.
Chaya developed the human resources department from the ground up, and now oversees all human resource aspects for a continuously growing firm of 90+ employees. As director of human resources, Chaya is involved with the strategic growth of the Roth&Co team. She is in charge of talent acquisition and development, as well as employee on-boarding, retention, and turnover.
Chaya uses her knowledge and experience to consult individuals on the various human resource aspects and needs of their businesses.
March 07, 2016 | BY admin
Ahron is Roth&Co’s tax attorney, based out of the firm’s New York office.
Aron graduated with a JD in law from the university of Maryland, and was previously a partner in a tax law firm.
Ahron uses his unique background in accounting, tax, and law to help individuals and businesses resolve tax controversies with the IRS.
Ahron was previously a partner in a tax law firm before coming to Roth&Co
Education and Accomplishments
Ahron graduated from the University of Maryland with a JD law degree.
He received his Masters in Tax from the Robinson College of Business in 2011.
Outside of Roth&Co
Ahron lives in Atlanta, Georgia, and enjoys spending the weekends with his family.
February 18, 2020 | BY admin
Experience & Expertise
Shulem Rosenbaum is a certified public accountant and is accredited in business valuations by the AICPA. Shulem joined Roth&Co in 2013 and has since climbed the ranks to become manager of our Advisory Services division. Shulem started his career with tax preparation and review and tax controversy. He currently focuses on forensic accounting, business valuation, due diligence procedures, estate planning, business succession planning and asset protection, management advisory and business services, providing expert witness services, and arbitration and litigation support.
Shulem was awarded the Superior Scholar award from the New York State Society of CPAs, and the highly coveted and prestigious Elijah Watt Sells Award from the AICPA. Shulem is frequently quoted in publications like the Journal of Accountancy, Microsoft News, the Hamodia newspaper and the Ami magazine. He is also a faculty member of Touro College since 2014 and serves as a professor of accounting.
Education & Affiliations
Shulem is a CPA with a Bachelor of Science in Accounting from Touro College, where he was honored with the Outstanding Scholar award. Shulem is further accredited in Business Valuations (ABV). He is a member of American Institute of Certified Public Accountants (AICPA), Forensics and Valuation Services (FVS) by AICPA, New York State Society of Certified Public Accountants (NYSSCPA).
July 18, 2016 | BY admin
Leah has been working at Roth&Co since 2007. She started as a Junior and has moved up the ranks to Manager. Leah has experience in a broad range of industries including wholesale, retail, real estate, non profits as well as high-net worth individuals and trusts. Leah provides her clients with a full service all encompassing experience. She assists her clients in all areas of their accounting needs from setting up their Quickbooks files, filing sales and payroll returns, preparing reviewed financial statements to preparing multi state tax returns as well as assisting them in attaining bank financing. Leah is committed to helping her clients in any area of their financial needs.
Leah grew up in Toronto, Canada and has lived in Baltimore, New York, and Phoenix. Leah graduated in 2004 from Seneca College in Toronto with an accounting and finance degree, and is a Certified Public Accountant as well as an official certified Quick Books Pro advisor, since 2011.
Leah is the development editor of a Quickbooks textbook Quickbooks for the Accounting Student, published in 2014
Outside of Roth&Co
Leah enjoys spending time with her family, playing competitive basketball, and hiking. Leah also volunteers her time as an accountant consultant for her local Phoenix kollel.