Summary
Overview
Work History
Education
Skills
Activities
Certification
Timeline
Generic

Kerri Cagnassola

Fairfield,CT

Summary

Experienced accounting professional with 30 years of expertise in managing clients, leading financial growth initiatives, and launching successful entrepreneurial ventures. Proven ability to provide strategic financial guidance, manage complex accounting processes, and build long-lasting relationships with clients and teams from diverse backgrounds. A strong leader with a passion for mentoring, team development, and empowering others through knowledge sharing. Currently pursuing a master’s degree in accounting with the goal of transitioning into academia, where I can leverage real-world experience to inspire and educate future accounting professionals.

Overview

31
31
years of professional experience
1
1
Certification

Work History

Partner

K&J Partnership, LLC
01.2019 - Current
  • Co-owner of venture real estate fund that seeks investment opportunities in Fairfield County and has successfully completed seven transactions
  • Responsible for evaluating opportunities, securing financing, market research, deal structuring, vendor relations, and tax planning

Partner

Frasier Capital LLC
09.2006 - Current
  • Responsible for outsourced finance and accounting services for several small businesses with LLC structures
  • Provided outsourced business consulting and operational support to a local CEO for 14 years, facilitating revenue growth from $100k to $4MM
  • Negotiating insurance contracts, interviewing and hiring, integrating new vendor software, 401k and pension management, and preparation of financials and budgets for two local companies (2006-2024)
  • Responsible for all accounting, IT functions, fund formation, financial controls, and financial reporting for a start-up private equity firm in CA with $500 million of assets under management (Riverwood Capital LLC)

CFO

Main Street Resources
02.2002 - 09.2006
  • Responsible for all the accounting, finance and cash flow for 2 small private equity funds totaling $300MM
  • Managed Charitable Foundation of firm that donated 20% of the advisory profits
  • Responsible for licensing process, valuation, fund reporting, and government compliance associated with SBIC fund
  • Responsible for investor relations (over 100 CEO investors)
  • Managed relationships with external auditors and legal council

Controller Structured Debt Group

Whitney & Company
05.1998 - 02.2002
  • Worked as part of a team that structured CBO, CDO, SBIC and Mezzanine Funds
  • Built reporting packages critical for fund compliance and LP reporting needs
  • Responsible for partner allocations, tax reporting, and integrity of fund performance

Ernst & Young LLC
08.1993 - 05.1998
  • Managed audit teams specializing in Partnerships and Hedge Funds.

Education

Bachelor of Arts - Accounting

Villanova University
1993

Master of Science - Accounting

Fairfield University
Fairfield, CT
05.2025

Skills

  • Proficient in Microsoft Office
  • Quickbooks
  • Partnership Accounting
  • Sales Force Software

Activities

  • Active in many local charities, PTAs, and Diabetes organizations.
  • Enjoy golf and tennis in free time.

Certification

  • CPA 1996 (currently in the process of reinstatement)

Timeline

Partner

K&J Partnership, LLC
01.2019 - Current

Partner

Frasier Capital LLC
09.2006 - Current

CFO

Main Street Resources
02.2002 - 09.2006

Controller Structured Debt Group

Whitney & Company
05.1998 - 02.2002

Ernst & Young LLC
08.1993 - 05.1998

Master of Science - Accounting

Fairfield University

Bachelor of Arts - Accounting

Villanova University

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Kerri Cagnassola