SPECIALISTS

Jacob D. Rose

Partner, Citrin Cooperman Advisors LLC
Partner, Citrin Cooperman & Company, LLP

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Experience

Jake is a partner in Citrin Cooperman’s Assurance practice based out of the Braintree office. Jake is an experienced professional with over 13 years of experience focused on financial services, life sciences and technology industries.

Jake is a CPA, providing a wide variety of accounting, audit, and consulting services to public and private clients in a number of specialized industries, including financial services, registered advisers and funds, private equity, venture capital, real estate, technology and life sciences. Jake has experience working on audits of both public and privately held clients, overseeing all facets of audit and advisory engagements including planning, execution and deliverables. He specializes in audits, reviews, compilations, and consultation on general accounting, business strategy, operations, budgeting and forecasts, regulatory and internal controls.

Prior to Citrin Cooperman, Jake held senior positions in the assurance practice at PwC and BDO focused on the asset management, technology, and life sciences sectors and was a Vice President at State Street Corporation focused on financial reporting of registered and private fund products.

CREDENTIALS

Education

Bachelor of Accounting, Bridgewater State University

Master of Management, Bridgewater State University

Licenses

Certified Public Accountant in the State of Massachusetts

Affiliations

Member, American Institute of Certified Public Accountants (AICPA)

Member, Massachusetts Society of Certified Public Accountants (MSCPA)

WORK-LIFE BALANCE

Outside the Office

Jake likes to boat and fish with his wife and ten-year-old daughter.

Get in touch with Jacob D. Rose today.

Fill out the form below to get in direct contact with Jacob D. Rose and start your personalized consultation journey.

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* I understand and agree to Citrin Cooperman’s Privacy Notice, which governs how Citrin Cooperman collects, uses, and shares my personal information. This includes my right to unsubscribe from marketing emails and further manage my Privacy Choices at any time. If you are a California Resident, please refer to our California Notice at Collection. If you have questions regarding our use of your personal data/information, please send an e-mail to privacy@citrincooperman.com.

Get in touch with Jacob D. Rose today.

Fill out the form below to get in direct contact with Jacob D. Rose and start your personalized consultation journey.

* Required

* I understand and agree to Citrin Cooperman’s Privacy Notice, which governs how Citrin Cooperman collects, uses, and shares my personal information. This includes my right to unsubscribe from marketing emails and further manage my Privacy Choices at any time. If you are a California Resident, please refer to our California Notice at Collection. If you have questions regarding our use of your personal data/information, please send an e-mail to privacy@citrincooperman.com.

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Home Office
icon MASSACHUSETTS Suite 300: T: (781) 356-2000