Highly skilled Chief Financial Officer/Chief Operating Officer with high level expertise in Hedge Funds, Long-Only Funds, Separately Management Accounts, Single Stock Funds, Investment Management and Family Office structured Entities. Additional fields of expertise are tax related matters for Funds, High Net Worth individuals and for Trust and Estate purposes. Collaborated with the investment side of the business and the traders through out my career to assist in all aspects of the business. Possess excellent leadership and communication skills and extremely dedicated team player.
Direct all financial and operational aspects of a hedge fund managing over $6 billion in assets under management (AUM) at its peak.
Collaborate closely with the Founders, Portfolio Managers and the Senior Investment team to develop and implement the fund's strategic vision and growth plans.
Oversee all accounting functions, financial reporting, and budgeting activities to ensure accurate and timely reporting.
Implement risk management strategies to mitigate market, credit, and operational risks.
Streamline back-office operations and financial processes, resulting in significant cost savings and increased operational efficiency.
Lead due diligence processes for potential investments and manage relationships with external service providers, including prime brokers, custodians, and auditors in addition handled all current investor questions related to their investment in the Funds.
Ensure compliance with regulatory requirements, such as SEC, CFTC, and accounting standards.
Oversaw financial planning and analysis, budgeting, and forecasting activities for a private equity firm managing $200 million in AUM.
Developed financial models to evaluate investment opportunities, track performance, and optimize portfolio returns.
Prepared and presented investor presentations, fund financial statements, and performance reports.
Audit
Tax
Exercise, soccer, golf, family time and coaching.