Bankers' Breakfast (E1810719)

Kevin is the owner of Kevin R. Birdsall, CPA in Monvale, NJ. He's a process driven financial manager with 15 + years of experience along with diverse operational experience in the areas of planning & analysis, sales & marketing, supply chain / logistics, service operations and information technology. Well respected as a strong team leader with a solid reputation for achieving results. Committed to implementing improvement techniques that drive business operations to success.

Kevin's specialties include: ERP System Implementation (SAP), Financial Oversight, Cross-Functional Leadership, Customer Centric, Team Building, Demand Management, Process Improvements, Global Logistics, Order Management, Pricing and Budget Performance.

Kevin earned his BBA in Accounting from Pace University and MBA from Fordham Gabelli School of Business.

Joseph Lauricella is a Managing Director – Wealth Management, Portfolio Manager, and Chartered Retirement Planning Counselor with UBS Financial Services Inc. UBS is the world's largest wealth manager and in 2016 was recognized by Euromoney as "Best Global Wealth Manager" as well as "Best Research and Asset Allocation Advice". Prior to joining UBS, Joe was a Branch Manager, Senior Resident Director, Managing Director and Portfolio Manager for Merrill Lynch for over 20 years.

His team provides exclusive access to institutional level banking and investing services to a select group of affluent individuals, Wall Street executives, businesses, foundations and nonprofit organizations. He focuses on investment and estate issues in coordination with tax specialists, attorneys, and trust specialists who are all dedicated to delivering superior service and support to their clients.

Joe was nationally recognized when he was named to Barron's Magazine America's Top 1,200 Financial Advisors in 2013, 2014, 2015, 2016 & 2017*.

Joe Lauricella's educational accomplishments include a Cornell University Economics Degree and a Yale University research grant. He also completed The University of Pennsylvania-Wharton School of Business Financial Consultant Program.

Joe is a well-known philanthropist who is a patron of numerous charities, nonprofit organizations, hospitals and universities.

Ms. McGrath is a Managing Director in the New York City office of Crowe. She has over 20 years experience providing tax consulting and compliance services to clients in the financial services industry.

Ms. McGrath has variety of experience ranging from start-up de-novo companies to multi-state public companies with multi-billion-dollar balance sheets. In addition to running the tax compliance aspect of engagements she spends a significant amount of her time in the area of ASC 740. She also provides strategic tax planning and handles IRS and state tax examinations.

She is a member of both the AICPA and the PICPA, and earned her B.S. in Accounting from Drexel University.

Ms. Ross is the small business banking team leader and assistant director of Retail Banking at Kearny Bank. An accomplished financial professional with a demonstrated ability to drive performance by strategically developing plans that align with corporate goals. Coaches and helps drive Branch Management team to achieve business results and deliver quality service to all clients. Collaborates with partners in order to exceed established goals and grow market share. Skilled at creating and flawlessly rolling out small business strategies that motivates and drives results in order to create a winning team atmosphere.

Her specialties include: strategic planning, sales management, team training & development, oaching, quality service delivery, organizational effectiveness, problem resolution and change management.

Veronica attend St. Peter's University.

Lee Rouson was born in Elizabeth City, North Carolina and currently lives in Flanders, New Jersey. Lee is a former running back in the NFL for the New York Giants. He was the NFL Special Teams Player of the Year in 1986. He played a significant role in the Giants 39-20 win in Super Bowl XXI. Lee attended the University of Colorado and was awarded Freshman All Big Eight, All Big Eight Honorable Mention, and Blue/Grey All Star Classic. Lee was traded to the Cleveland Browns, where he earned the starting running back position. After suffering a severe ankle injury, Rouson decided to retire, having played seven years in the NFL.

Lee is the Commissioner of the Institute for Leadership, a non-profit organization dedicated to empowering our next generation of leaders. Lee is also working as a motivational speaker travelling to schools and churches around the country empowering others to become leaders, and motivating youth to overcome adversity.