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Trusted insiders cause many unwanted cybersecurity incidents affecting businesses, including data breaches—the majority are attributed to carelessness or disgruntled employees, aggrieved business partners, and third-party software providers. Being aware of the risks and instituting proactive measures into business processes is an effective way to identify red flags before they cause operational disruption and unnecessary expenditure of financial resources.
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    Jim Mottola
    Vice President - Data Privacy, Investigations and Security, Porzio Compliance Services
    James G. Mottola is a Vice President of Data Privacy, Investigations, and Security for Porzio Compliance Services. Mr. Mottola has more than 25 years of experience in the United States Secret Service including serving as the former Special Agent in charge of the Newark Field Office of the United States Secret Service. Mr. Mottola leverages his experience to counsel and advise clients on matters of information security, data privacy, physical security, schools safety, internal corporate investigations, incident response management, and other compliance-related matters.

    Jim works with emerging businesses, educational institutions, and organizations to provide a strategic perspective, in a wide range of security matters. He advises clients in the areas of risk identification and mitigation to help them prepare, respond and recover from cyber-related events to reduce the likelihood and impact of financial fraud and increase organizational resilience. He has experience leading and managing personnel in both national and international security and investigative matters.

    Before Porzio, Jim was the Director of Forensic Investigations and Risk Mitigation Services at Sobel & Co. He further developed his unique skill set during his years as a Special Agent in the New York, Phoenix, and Frankfurt, Germany office and culminating in his role as the Special Agent in Charge of the Newark Field Office in New Jersey. Jim holds a Certified Protection Professional (CPP) certification from ASIS, a Certified Information Security Manager (CISM) certification offered by ISACA, and a Masters of Management, specialization in Organizational Change.
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    Brad Muniz
    Member of the Firm, SobelCo
    Brad E. Muniz, Member of the Firm and Director of Accounting and Auditing at SobelCo, serves small businesses and individuals in the areas of accounting, auditing, tax, and business consulting. Brad has over 25 years of experience in the areas of financial reporting, tax compliance, and planning for closely-held businesses, SEC registrants, nonprofit organizations, and strategic business planning. Brad utilizes his expertise to ensure that the quality of all SobelCo engagements exceeds the client expectations while complying with American Institute of Certified Public Accountants (AICPA), and Public Company Accounting Oversight Board (PCAOB) requirements, in addition to other industry guidelines.

    Credentials and Professional Associations
    Certified Public Accountant
    Chartered Global Management Accountant (CGMA)
    Past President of the New Jersey Society of CPAs
    Appointed to the 2008/2009 New Jersey Society of CPAs Board of Trustees
    Served as the Chair for the NJ CPA-PAC and the Vice-Chair of the NJSCPA Chapter Operations Committee
    Served on the NJCPA Sports & Entertainment, Young CPAs, Personal Financial Planning, Accounting Educators & Students, and Government Relations committees
    Past President, Vice President, Treasurer and Director of the Morris/Sussex Chapter
    Member of the AICPA and the Financial Planning Association
    Member of the Allinial Global North America Network CPE Committee
    Member of the Board of the New Jersey chapter of RMA
    Served as an Adjunct Professor of Accounting at William Paterson University and the College of Saint Elizabeth

    Community Involvement and Philanthropy
    Serves on the Board of Directors and as Treasurer of Family Intervention Services Inc.
    Previously served on the Board of Court Appointed Special Advocates (CASA) of Morris and Sussex Counties
    Served on and acted in an advisory capacity to numerous nonprofit boards
    Past member of the Parsippany Troy Hills Zoning Board
    Has served on the Lake Parsippany Property Owners Association’s Board of Directors as president and treasurer
    Past member of the Knoll Country Club Golf Advisory Committee
    Served as treasurer of the Raoul Wallenberg Foundation
    Served as a director of the Playwrights Theater of New Jersey
    Served as trustee of the Katherine Gibbs Business School
    Was a Member of the Morris County Council on Aging, Disabilities, and Veteran Services
    Education

    Bachelor of Arts in Accounting, William Paterson University