Stephen Jahelka

Chief Operating Officer

Westbury, New York

Professional Profile

Call Me When

Call Me When... Either you or your client can benefit from trusted advise in the tax, accounting, or advisory space!

Contact Method

Profession

  • Accountant
  • Professional Certifications

    Chartered Financial Analyst

    Functional Expertise

  • Arbitration
  • Assurance
  • Audit
  • Board of Directors (not for profit)
  • Bookkeeping
  • Business development
  • Business management
  • Buy side/Acquisitions
  • Cash management
  • Due diligence
  • Estate planning
  • Expert witness
  • Family business
  • Finance
  • Forensic accounting
  • Fundraising
  • Human Resources
  • Information technology
  • Investor relations
  • Litigation support
  • Marketing
  • Mediation
  • Mergers
  • Operations
  • Payroll
  • Real estate
  • Sell side/Divestiture
  • Social media
  • Strategic planning
  • Transaction advisory
  • Trusts
  • Exit/Transition Planning
  • Bankruptcy
  • Business Focus

    Transition Planning Certification

    Client Industries

  • Business Services
  • Consumer Services
  • Financial Services
  • Non-profit
  • Client Results

    Membership

    Tri-State

    Member Since

    New Member

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX