Estee C. Dorfman
CPA providing accounting & tax services for individuals & small businesses. Series 27 Financial/Operations Principal.
- Role
- Partner at Dorfman & Dorfman, Cpas
- Location
- Wilmington, MA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Estee C. Dorfman
Specialties: Accounting and Tax Services for individuals, small business and…
Experience
Partner
Oct 2008 — Present
Family owned accounting firm providing accounting & tax services to small business, individuals & broker-dealers.
Education
Suffolk University - Sawyer Business School
MSA, Accounting
2004 — 2010
Bentley University
Certificate - Finance
1998 — 2000
Bentley University
BS - Marketing
1991 — 1995
Skills
- Cpa
- U.s. Securities and Exchange Commission (Sec)
- Sec
- Broker-Dealer
- Financial Statements
- Tax
- Sec Filings
- Financial Analysis
- Investments
- Securities
- Management
- Analysis
- Review
- Finance
- Risk Management
- Due Diligence
- Mergers & Acquisitions
- Accounting
- Compilation
- Small Business
- Equities
- Financial Operations Principal
- Series 27
- U.s. Sec Filings
- Finra
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