WHAT I DO
I have extensive knowledge of the hedge fund industry, providing audit services to a wide array of financial services entities. These include master-feeder funds, funds of funds, private equity funds, and management companies. My scope extends to many funds with over $1 billion in AUM. I ...
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WHAT I DO
I have extensive knowledge of the hedge fund industry, providing audit services to a wide array of financial services entities. These include master-feeder funds, funds of funds, private equity funds, and management companies. My scope extends to many funds with over $1 billion in AUM. I led an initiative to co-sponsor an event with other service providers to increase the firm’s visibility in the market. Additionally, I was one of four partners to lead and create an effort to increase business by focusing on funds that are audited by smaller national accounting firms. These efforts directly led to several proposals.
WHY I AM GOOD AT WHAT I DO
I work closely with my clients to meet their deadlines and offer insights into any issues that could impact them. I do not wait until the last minute to get things done and I believe in proper planning to avoid last-minute rushes. With proper planning and open dialogue, I foster strong relationships with my clients. It is essential that they see me as their trusted advisor.
WHAT IS UNIQUE ABOUT ME
I am a team player whose greatest strength is building teams with members who work together and respect each other. People who work with me quickly realize I have their best interests at heart. I have been asked to mentor numerous staff members throughout the years, many of whom have stayed in touch with me during their careers.
CORE COMPETENCIES
Team Development & Leadership
Multi-Billion Dollar Funds
Accounting
Auditing
Finance
Hedge Funds
Financial Reporting
Private Equity
US GAAP
Big 4
Asset Management
Investments
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