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Professionals on the Move – September 21, 2015

A weekly roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.

BillingTree Adds Business Development Director
BillingTree recently added Greg Mallin as director of new business development. In this new role, he will focus on extending access to the company’s payment services and solutions to broader markets and industries. Malin previously held several leadership roles.

CPA Practice Advisor Recognizes CohnReznick Leaders
CohnReznick LLP leaders Lucas Matesa, CPA, partner, and Jeff Moskowitz, CPA, senior manager, have both been named among CPA Practice Advisor’s 40 Under 40 for 2015. Matesa provides audit, accounting, and advisory services to a variety of clients, including real estate developers and investors, mortgage companies, private real estate investment trust, and state and local government agencies. For the past five years, he has served as a board member and Finance Committee Chair for Project PLASE, a non-profit organization that provides housing and support services to homeless citizens in Baltimore.

Moskowitz works in CohnReznick’s Quality Review Department, where he provides analysis of annual financial statements in compliance with SEC regulations, internal control procedure assessments, and annual audits of private companies. Within his local community, Moskowitz serves on the youth committee for a local institution and has coordinated and hosted several local events and charitable efforts to benefit not-for-profit organizations with causes ranging from support for families in need to assisting at-risk children and young adults.

Bank of America Merrill Lynch Names New Global Commercial Banking Senior Client Manager
Bank of America Merrill Lynch recently announced it has named Christian Bienvenu as senior vice president and senior client manager. In his new role, Bienvenu will help middle market companies with annual revenues of $50 million to $2 billion meet their financial goals. He received his Bachelor of Science degree in business administration from Castleton State College in Vermont.

PwC Appoints New Assurance (Audit) Diversity Leader
PricewaterhouseCoopers recently announced the appointment of Laura Martinez as Assurance (Audit) Diversity Leader. Martinez has 25 years of experience working with financial services clients. She has served in a variety of leadership roles including Market Team Leader, Co-Leader of the San Francisco Financial Services Assurance Practice and leader of PwC’s Regulated Investment Funds Assurance Practice.

Belfint, Lyons & Shuman, P.A. Recognized as a 2015 Top Workplace
Belfint, Lyons & Shuman, P.A. was recently recognized as one of the 2015 Top Workplaces by The News Journal for the seventh consecutive year. The Top Workplaces program awards Delaware organizations based solely on the opinions of employees through workplace surveys.

Grant Thornton Announces Audit Practice Leader
Grant Thornton LLP recently announced that Luke Ratke, CPA has once again joined the firm as a partner and leader of the its Pittsburgh Audit practice. Ratke’s experience includes working with publicly and privately held companies in the retail and manufacturing industries. He received a master’s degree in accounting, a bachelor’s degree in business administration in accounting and a bachelor’s degree in computer applications from the University of Notre Dame.

AICPA Names New Director of Taxation
The American Institute of CPAs recently named Cari Weston, CPA, CGMA as director of taxation. In her new role, Weston will lead the AICPA’s Taxation Team in providing the information and resources required by AICPA members who provide tax planning, preparation, examination and representation services to their clients. Weston has 20 years of public accounting experience, having owned her own practice firm before joining the AICPA in 2013. She regularly represents the AICPA in webcasts and speaking engagements and as a media spokesperson on both technical and practice management tax topics. Weston has also contributed articles to several AICPA publications. She graduated with her Bachelor of Science in Accountancy and Master of Science in Taxation from Arizona State University’s W.P. Carey School of Business.