Mary Ellen Mundy has served as a superb resource and trusted business advisor to numerous Sobel clients since joining Sobel & Co. in January of 2003. As a Director in Sobel & Co.’s Audit and Accounting practice, Mary Ellen brings the combined strength of her experience of over twenty years in public accounting and her skilled expertise in private industry.
Mary Ellen is responsible for Sobel & Co.'s audit work with Broker-Dealers, Hedge Funds and Investment Advisors. Her experience and depth of knowledge of FINRA, The PCAOB and The SEC are essential to our clients’ regulatory reporting needs and requirements.
Mary Ellen has worked with entrepreneurs and corporate CEOs alike, serving clients in the financial, manufacturing, retail, technology, social services and not-for-profit arenas. Her breadth of knowledge and deep understanding of business has assisted clients in other fields as well, ranging from employee benefit plans to managing client engagements involving Sarbanes-Oxley compliance. Mary Ellen's Audit background is augmented by her skilled efforts in tax preparation and advice in corporate, partnership, and individual tax returns.
Mary Ellen's unique professional history has made her an invaluable asset to Sobel & Co. Mary Ellen was a CPA with one of the country's "top 30" Accounting firms for more than ten years, and she also served as the Director of Accounting of Finance for a large healthcare system in Pennsylvania. Her industry expertise includes banking, automotive dealerships, transportation, finance, hospitals, retail, manufacturing and construction.
Credentials and Professional Associations
- Certified Public Accountant in both New Jersey and Pennsylvania
- Member of the American Institute of Certified Public Accountants
- Member of the New Jersey CPA Society
- Member of the Pennsylvania Institute of Certified Public Accountants
BS earned at Misericordia University