Tony Zecca
Senior Managing Director, POWER Consulting Tony’s strong strategic, growth & financial skills coupled with his 13-year success as National Managing Partner of a large consulting group allows him to bring a unique and strong skill set to any project. His work with accounting firms, technology companies and other professional service firms (ranging in size from […]
Barry Wagman, CPA
Director of Mergers & Acquisitions Mr. Wagman has spent his entire career in the CPA arena. Prior to joining Whitman Transition Advisors, he practiced Public Accounting for over 25 years and was elected Managing Partner for a 125 person regional CPA firm. While with the CPA firm he was very active in the New York […]
Richard Shippee
Marketing & Communications Prior to establishing Richard Shippee Communications, Shippee had a four-decade career in marketing and communications for organizations and professional services firms. During the first dot.com boom he directed west coast marketing operations for management consultancy, A.T. Kearney. He later joined Deloitte in New York to manage public relations and media relations throughout […]
Kim Nguyen
Director of Talent Acquisition Kim specializes in the placement of CPA and Accounting professionals. Her career background allows her to understand the technical and professional requirements for each position. She spent three years as vice-president at JP Morgan Chase, where she managed a multi-million-dollar loan portfolio and specialized in risk management strategy. Prior to that was an eleven-year career […]
Tavi Meketon
Senior VP, Strategy & Education Tavi has strategic expertise focused on driving growth and directing organizational initiatives across multiple environments by creating and implementing effective solutions that are aligned with long-term objectives. Highlights: Drove a 42% revenue increase over an eight-year period by creating and implementing a strategic plan focused on comprehensive and consultative financial […]
Jeffrey Kraft
Director of Business Development Jeff has over 25 years of experience working with CPAs, CPA Firms, and their clients. Accounting firms of all sizes have relied on him for banking and business solutions. He has an extensive background in relationship banking, credit and lending, professional sales development, and marketing, The professional services divisions that he […]
Richard Fisher, CPA, SHRM-SCP, SPHR
Managing Director Rick was the Partner-in-Charge of a top twenty CPA firm for over thirty years. Rick is a CPA, and a SHRM-SCP with over forty years of diversified experience in accounting, finance and human resources. During that period, Rick had a unique combination of responsibilities including recruiting, mentoring, compensation strategies, development of personnel policies, […]
Kay Conklin
Business Development Manager Kay comes to Whitman Transition Advisors with extensive experience in sales and customer service. She spent 30 years in a variety of key account management and business development positions in the video distribution industry. Kay has won numerous awards on a regional and national level, and is a recognized leader in portfolio […]
Nancy Egan
Managing Director Nancy has extensive financial, technical, and strategic sales and consulting experience. She began her career as a financial analyst in the banking and chemical industries, evaluating capital investments and preparing earnings and cash flow forecasts. Nancy later joined a software firm as a client services manager, supporting their financial clients and later became […]
Bill Carlino
Managing Director Bill Carlino joined Transition Advisors as Managing Director of National Consulting Services after serving for nearly 12 years as editor-in-chief and editorial director of Accounting Today and AccountingToday.com, where he was responsible for all content both in print and online. During his tenure as editor, Accounting Today won a number of financial journalism […]
