Citrin Cooperman Executive and Leadership Team

Alan Badey, the Chief Executive Officer at Citrin Cooperman, directs the firm's overall strategic vision and operational execution. Badey guides the company's expansion initiatives, ensuring alignment with its core mission of delivering comprehensive accounting and business advisory services. Overseeing all major departments, the Chief Executive Officer drives innovation in service delivery and client engagement. This leadership role involves fostering a culture of excellence and accountability across the organization. By championing new service offerings and market penetration strategies, Alan Badey directly impacts the firm's sustained growth and market leadership. Ultimately, Badey secures the firm's long-term financial health and competitive positioning within the accounting industry.

Linda Marcus, the Chief Financial Officer at Citrin Cooperman, manages the firm's financial health and strategic fiscal planning. Marcus oversees all financial operations, including budgeting, forecasting, and resource allocation, ensuring robust financial controls and compliance. Directing the finance and accounting departments, the Chief Financial Officer provides critical insights into profitability and investment opportunities. This leadership position involves optimizing financial performance and managing risk effectively. By developing and implementing sound financial strategies, Linda Marcus directly supports the firm's ability to invest in talent and technology. Ultimately, Marcus ensures the financial stability and operational efficiency necessary for sustained business advisory services.

Daniel Shaughnessy, the President, Advisory Services at Citrin Cooperman, drives the strategic direction and growth of the firm's advisory practice. Shaughnessy oversees the development and delivery of specialized business advisory, valuation, and forensic services, catering to diverse client needs. Leading the advisory services division, the President, Advisory Services ensures the highest standards of client service and technical expertise. This position involves identifying new market opportunities and expanding the scope of advisory offerings. By cultivating strong client relationships and leading a team of expert advisors, Daniel Shaughnessy directly enhances the firm's reputation for comprehensive business solutions. Ultimately, Shaughnessy positions the firm as a trusted partner for clients seeking strategic financial guidance.

Jeff Kovacs, the President, Citrin Cooperman and Company, LLP at Citrin Cooperman, manages the core operations of the firm's primary accounting and tax entity. Kovacs oversees the execution of attest, assurance, and tax services, ensuring compliance and quality across all engagements. Directing the operations of Citrin Cooperman and Company, LLP, the President, Citrin Cooperman and Company, LLP focuses on optimizing service delivery and operational efficiency. This leadership role involves managing client portfolios and ensuring the effective deployment of resources. By driving operational excellence within the LLP, Jeff Kovacs directly contributes to the firm's ability to meet client expectations for accuracy and timeliness. Ultimately, Kovacs ensures the foundational strength of the firm's traditional accounting and tax practices.

Patricia Cummings, the President & Chief Risk Officer, Firm's Attest Practice & , Citrin Cooperman Advisors Llc at Citrin Cooperman, leads the firm's attest practice and manages enterprise-wide risk. Cummings directs the quality control and risk management frameworks for all assurance and attest engagements, ensuring adherence to professional standards. Overseeing the firm's attest practice and risk functions, the President & Chief Risk Officer, Firm's Attest Practice & , Citrin Cooperman Advisors Llc safeguards the integrity of client audits and regulatory compliance. This critical role involves identifying and mitigating potential risks across all service lines. By championing robust risk management protocols, Patricia Cummings directly enhances the firm's reputation for reliability and ethical conduct. Ultimately, Cummings ensures the highest levels of quality and compliance in the firm's attest and advisory operations.

Kimberley Paul, the Chief Information Officer at Citrin Cooperman, architects the firm's technology strategy and digital transformation initiatives. Paul directs the implementation of advanced IT infrastructure and systems, enhancing operational efficiency and data security across all service lines. Overseeing the information technology division, the Chief Information Officer ensures seamless integration of technological solutions that support client service delivery and internal operations. This critical role involves evaluating emerging technologies and driving innovation in digital platforms. By optimizing the firm's technological capabilities, Kimberley Paul directly contributes to improved client experiences and data integrity. Ultimately, Paul safeguards the firm's digital assets and enhances its competitive edge through technological advancement.

Michael Hull, the Chief Information Officer & Director, Information Technology at Citrin Cooperman, spearheads the firm's technology infrastructure and IT operations. Hull manages the day-to-day functioning of the information technology department, ensuring system reliability and performance. Leading the IT team, the Chief Information Officer & Director, Information Technology focuses on maintaining robust cybersecurity measures and supporting the firm's extensive technology needs. This position involves overseeing hardware, software, and network management to support all business functions. By ensuring the stability and security of the IT environment, Michael Hull directly enables the seamless delivery of attest, tax, and advisory services. Ultimately, Hull provides the technological backbone essential for the firm's operational continuity and client trust.

Melissa Hartshorn, the Chief People Officer at Citrin Cooperman, shapes the firm's human capital strategy and talent management programs. Hartshorn oversees all aspects of employee relations, recruitment, professional development, and compensation, fostering a positive and productive work environment. Leading the human resources function, the Chief People Officer ensures the attraction and retention of top talent essential for delivering specialized accounting and advisory services. This role involves cultivating a strong organizational culture that aligns with the firm's values and growth objectives. By implementing innovative HR policies and programs, Melissa Hartshorn directly enhances employee engagement and organizational effectiveness. Ultimately, Hartshorn builds and sustains a high-performing workforce capable of meeting evolving client demands.