Leadership Overview
Citrin Cooperman has 10 executives leading key functions including business advisory, tax strategy, assurance, and information technology.
Focused on delivering comprehensive financial solutions, Citrin Cooperman maintains a commitment to excellence in attest, assurance, tax, and forensic services for a diverse client base.
Focused on delivering comprehensive financial solutions, Citrin Cooperman maintains a commitment to excellence in attest, assurance, tax, and forensic services for a diverse client base.
Leadership Roles at Citrin Cooperman
Kimberly Paul - Chief Information Officer
Kimberly Paul, the Chief Information Officer at Citrin Cooperman, directs the firm's digital transformation and technology infrastructure. Overseeing the implementation of secure, scalable IT systems, the Chief Information Officer ensures that the firm's data management and cybersecurity protocols meet the highest industry standards. This leadership role involves managing the firm's technology roadmap and integrating advanced software solutions to support accounting and advisory functions. By modernizing the firm's digital capabilities, Kimberly Paul directly impacts the firm's operational efficiency and data security. The Chief Information Officer collaborates with the C-suite to align technology investments with the firm's strategic goals. Through the deployment of robust IT infrastructure, Paul supports the firm's commitment to innovation and client service. This position requires a focus on maintaining a secure and reliable technology environment that enables the firm to deliver high-quality financial services in a digital-first world.

Lawrence Andler - Managing Director
Lawrence Andler, the Managing Director at Citrin Cooperman, directs high-level business advisory initiatives across the firm. Overseeing complex client engagements, the Managing Director ensures the delivery of precise valuation and forensic services. This leadership role involves coordinating with internal tax and assurance teams to provide holistic financial guidance. By optimizing operational workflows, Lawrence Andler directly impacts the firm's ability to scale advisory services for diverse market sectors. The Managing Director maintains rigorous standards for quality control, ensuring that all client deliverables align with the firm's reputation for excellence. Through strategic oversight of regional engagements, Andler secures long-term client relationships and drives consistent growth in the advisory practice. This position requires constant collaboration with other firm leaders to refine service offerings and adapt to evolving regulatory landscapes within the accounting industry.
Marci Cohen - Managing Director
Marci Cohen, the Managing Director at Citrin Cooperman, manages the firm's tax strategy and compliance operations. Overseeing the tax department, the Managing Director ensures that all client filings meet stringent regulatory requirements while maximizing financial efficiency. This leadership role involves developing innovative tax planning solutions for complex corporate structures. By integrating advanced analytical tools into the tax workflow, Marci Cohen directly impacts the firm's capacity to handle high-volume client portfolios. The Managing Director coordinates with the assurance team to provide seamless financial reporting, ensuring that tax strategies remain consistent with overall business objectives. Through the implementation of proactive tax advisory services, Cohen strengthens the firm's market position. This role demands deep technical expertise and a focus on delivering value-added insights that help clients navigate the complexities of modern tax legislation and financial reporting standards.
Rashida Motiwalla - Managing Director
Rashida Motiwalla, the Managing Director at Citrin Cooperman, leads the firm's assurance and audit practice. Overseeing the execution of attest services, the Managing Director ensures the accuracy and integrity of financial statements for a wide range of corporate clients. This leadership role involves managing audit teams and maintaining strict adherence to professional standards. By streamlining the audit process, Rashida Motiwalla directly impacts the firm's operational efficiency and client satisfaction. The Managing Director collaborates with the business advisory group to identify potential risks and opportunities for clients during the audit cycle. Through the application of rigorous analytical methodologies, Motiwalla provides stakeholders with clear, actionable financial insights. This position requires constant engagement with regulatory bodies and internal quality assurance teams to uphold the firm's commitment to transparency and excellence in all financial reporting activities.
Dannell Lyne - Managing Director
Dannell Lyne, the Managing Director at Citrin Cooperman, directs the firm's forensic accounting and litigation support services. Overseeing complex investigations, the Managing Director ensures that all findings meet the highest standards for legal and regulatory scrutiny. This leadership role involves managing forensic teams and providing expert testimony for high-stakes financial disputes. By leveraging advanced data analysis techniques, Dannell Lyne directly impacts the firm's ability to uncover financial irregularities and provide clear evidence for legal proceedings. The Managing Director coordinates with the valuation team to assess damages and provide comprehensive financial reports. Through the strategic management of forensic engagements, Lyne strengthens the firm's reputation in the litigation support market. This role requires a deep understanding of both accounting principles and legal requirements, ensuring that all forensic work remains objective, thorough, and defensible in any professional or judicial setting.
Pamela Burman - Managing Director
Pamela Burman, the Managing Director at Citrin Cooperman, oversees the firm's business valuation practice. Directing the valuation team, the Managing Director ensures that all assessments of business assets and entities are accurate, defensible, and aligned with current market conditions. This leadership role involves managing complex valuation projects for mergers, acquisitions, and financial reporting purposes. By applying sophisticated financial modeling, Pamela Burman directly impacts the firm's ability to provide reliable data for strategic decision-making. The Managing Director collaborates with the tax and advisory departments to ensure that valuation outcomes support broader client goals. Through the implementation of standardized valuation methodologies, Burman maintains the firm's high standards for professional excellence. This position requires constant monitoring of market trends and regulatory changes, ensuring that all valuation services remain relevant and effective for clients navigating significant financial transactions and corporate restructuring.
Donna Martin - Managing Director
Donna Martin, the Managing Director at Citrin Cooperman, leads the firm's internal operational scaling and resource management. Overseeing the allocation of professional staff across various service lines, the Managing Director ensures that the firm maintains optimal capacity to meet client demands. This leadership role involves managing cross-departmental workflows and improving internal processes to enhance overall productivity. By streamlining resource deployment, Donna Martin directly impacts the firm's ability to deliver timely and high-quality services. The Managing Director coordinates with other firm leaders to align operational capacity with strategic growth objectives. Through the implementation of efficient management systems, Martin supports the firm's commitment to operational excellence. This position requires a focus on continuous improvement and the ability to balance the needs of different service departments, ensuring that the firm remains agile and responsive in a competitive accounting market.
John Weeden - Managing Director
John Weeden, the Managing Director at Citrin Cooperman, directs the firm's strategic expansion and market development initiatives. Overseeing the growth of the firm's service footprint, the Managing Director ensures that the firm effectively reaches new client segments and geographic markets. This leadership role involves identifying business development opportunities and fostering partnerships that align with the firm's long-term vision. By driving market penetration strategies, John Weeden directly impacts the firm's revenue growth and competitive standing. The Managing Director collaborates with the advisory and tax teams to tailor service offerings to the specific needs of emerging industries. Through the execution of targeted growth plans, Weeden strengthens the firm's presence in key sectors. This position requires a deep understanding of market dynamics and the ability to translate strategic goals into actionable business development plans that support the firm's overall success.
Zeshan Siddiqui - Managing Director
Zeshan Siddiqui, the Managing Director at Citrin Cooperman, manages the firm's specialized financial consulting and risk management services. Overseeing the development of risk mitigation strategies, the Managing Director ensures that clients receive proactive guidance on navigating financial uncertainties. This leadership role involves managing consulting engagements and providing insights that help clients optimize their financial health. By integrating risk assessment into the firm's advisory framework, Zeshan Siddiqui directly impacts the firm's ability to provide comprehensive support for complex business challenges. The Managing Director coordinates with the assurance and tax teams to ensure that risk management strategies are fully integrated into the client's financial operations. Through the application of analytical rigor, Siddiqui enhances the firm's value proposition. This role requires a focus on delivering actionable advice that helps clients achieve stability and growth in an increasingly volatile economic environment.
Kevin Costello - Managing Director
Kevin Costello, the Managing Director at Citrin Cooperman, leads the firm's client relationship management and service delivery excellence. Overseeing the client experience, the Managing Director ensures that all interactions with the firm are seamless, professional, and aligned with client expectations. This leadership role involves managing key account relationships and ensuring that the firm's service delivery remains consistent across all departments. By prioritizing client satisfaction, Kevin Costello directly impacts the firm's retention rates and long-term growth. The Managing Director collaborates with the technical teams to ensure that client needs are met with high-quality, timely solutions. Through the implementation of client-focused service standards, Costello strengthens the firm's reputation for reliability and trust. This position requires a deep commitment to understanding client goals and the ability to foster strong, enduring partnerships that support the firm's mission of providing exceptional financial services.
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