CARTA Fund Services, LLC

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CARTA Fund Services, LLC Employees

Employee
Years
Job
Industry
Viktoriya Savvoulides Viktoriya Savvoulides Darien, Connecticut Details
Viktoriya Savvoulides's CARTA Fund Services, LLC Experience August 2014 - Present
Job Cash Management Supervisor at CARTA Fund Services, LLC
Industry Financial Services
Experience
CARTA Fund Services, LLC   August 2014 - Present
Triple Point Technology, Inc.   2012 - July 2014
Hillswick Asset Management, LLC / Pier Capital, LLC   2007 - 2011

Skills
Financial Analysis, Investment Valuation, Banking, Bank Reconciliation, Corporate Finance, Fixed Income, Equities, Financial Markets, Accounting, Debt Management, Cash Flow Forecasting, Global Cash Management, Account Reconciliation, Collection Strategy, Cash Collection, Policy Writing, Procedure Development, Procedure Creation, Procedure Manuals, Superior Client Service, Financial Accounting, Financial Modeling, Investments, Derivatives, Treasury

Education
The University of Connecticut School of Business   2007 — 2010
MBA, Finance

University of Connecticut   2005 — 2006
BGS, Finance

Bob Chowaniec Bob Chowaniec Darien, Connecticut Details
Bob Chowaniec's CARTA Fund Services, LLC Experience January 2015 - Present
Job VP Operations & Corporate Strategy at CARTA Fund Services, LLC
Industry Venture Capital & Private Equity
Experience
CARTA Fund Services, LLC   January 2015 - Present
Carta Fund Services, LLC   May 2014 - January 2015
Independent Contractor *   April 2007 - April 2014
SVI (Thailand)   May 2006 - March 2007
Benchmark Electronics (Thailand)   October 2003 - April 2006
Parlex Asia Pacific (Shanghai)   August 2002 - September 2003
Parlex Asia Pacific   May 2000 - July 2002
World Circuit Technology   October 1998 - February 2000
ADFlex Solutions  August 1997 - September 1998
ADFlex Solutions  December 1993 - August 1997

Skills
Product Development, Supply Chain, Program Management, Engineering, Lean Manufacturing, Change Management, Planning, Inventory Management, Supply Chain Management, Manufacturing, Process Improvement, Team Building, Customer Relations, Customer Service, Continuous Improvement, Project Planning, Business Development, Operations Management, Materials Management, Project Management, Strategy, Sales Operations, New Business Development, Cross-functional Team..., Process Engineering, Product Management, Six Sigma

Education
Clarkson University   1992 — 1993
BS, Mechanical Engineering

State University of New York College at Cortland   1989 — 1992
Physics/Chemistry

Tim Toska Tim Toska Greater New York City Area Details
Tim Toska's CARTA Fund Services, LLC Experience July 2013 - Present
Job Client Director at Carta Fund Services, LLC
Industry Venture Capital & Private Equity
Experience
Carta Fund Services, LLC   July 2013 - Present
Portfolio Advisors, LLC  January 2008 - June 2013
KPMG  August 2004 - January 2008
Ark Asset Management  2000 - 2001

Skills
Financial Reporting, Financial Analysis, Financial Modeling, Private Equity, Accounting, US GAAP, Due Diligence, Corporate Finance, Valuation, SEC filings, Sarbanes-Oxley Act, GAAP, Internal Controls, Financial Accounting, CPA, Mergers & Acquisitions, Finance

Education
New York University - Leonard N. Stern School of Business   2009 — 2012
MBA, Corporate Finance, Financial Instruments and Markets, and Global Business

Penn State University   2000 — 2004
BS, Accounting

Drew Kirkeby Drew Kirkeby Greater New York City Area Details
Drew Kirkeby's CARTA Fund Services, LLC Experience April 2015 - Present
Job Client Manager at Carta Fund Services
Industry Financial Services
Experience
CARTA Fund Services, LLC   April 2015 - Present
CARTA Fund Services, LLC   July 2013 - April 2015
Portfolio Advisors LLC  January 2013 - July 2013
Portfolio Advisors LLC  January 2012 - December 2012
Portfolio Advisors LLC  December 2010 - December 2011
PwC  June 2008 - December 2010
University of New Haven  August 2008 - March 2009

Skills
Hedge Funds, Private Equity, Finance, Financial Audits, Fund Accounting, Accounting, Capital Allocation, Financial Reporting, Equities, Mutual Funds, Venture Capital

Education
University of New Haven   2004 — 2009
BA, Finance, Accounting, Business Admin.

Shelton High School

Kyle Broderick Kyle Broderick Greater New York City Area Details
Kyle Broderick's CARTA Fund Services, LLC Experience July 2015 - Present
Job Summer Intern at CARTA Fund Services, LLC
Industry
Experience
CARTA Fund Services, LLC   July 2015 - Present
Central Connecticut Acoustics, Inc.   June 2014 - August 2014

Education
Boston College   2014 — 2018
Accounting and Finance

Joe Franco Joe Franco Greater New York City Area Details
Joe Franco's CARTA Fund Services, LLC Experience November 2014 - Present
Job Analyst at CARTA Fund Services, LLC
Industry Financial Services
Experience
CARTA Fund Services, LLC   November 2014 - Present
The Scienomics Group (an Omnicom Company)   February 2013 - November 2014
Standard Motor Products  November 2011 - February 2013
Iona College  September 2007 - May 2011
UBS  September 2010 - December 2010

Skills
Microsoft Excel, Access, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Word, Budgets, JD Edwards, Excel, Word, Mainframe, Logility, Microsoft Dynamics SL, Financials, Profit Analysis, Options, Stock Option, Bloomberg Terminal, Microsoft Dynamics NAV, Peachtree, Private Equity

Education
Iona College   2007 — 2011
BBA, Business Finance

Westlake   2003 — 2007

Brian Berkowitz, CPA Brian Berkowitz, CPA Greater New York City Area Details
Brian Berkowitz, CPA's CARTA Fund Services, LLC Experience May 2014 - Present
Job Client Director at CARTA Fund Services, LLC
Industry Accounting
Experience
CARTA Fund Services, LLC   May 2014 - Present
Castleton Commodities International  November 2013 - May 2014
CRT Capital Group  February 2013 - November 2013
CRT Capital Group  July 2011 - February 2013
CRT Capital Group  September 2009 - July 2011
Black Diamond  May 2008 - September 2009
KPMG  August 2004 - April 2008

Skills
Financial Reporting, Due Diligence, Financial Analysis, Microsoft Excel, Financial Modeling, Finance, Equities, Process Improvement, Financial Accounting, Sarbanes-Oxley Act, Corporate Finance, Auditing, Accounting, US GAAP, Internal Controls, Bloomberg, Mergers & Acquisitions, SEC filings, Consolidation, Asset Management, Fixed Income, GAAP, Account Reconciliation, External Audit, Revenue Recognition, Variance Analysis, CPA, Big 4, Financial Services, Sarbanes-Oxley, Cash Management, Financial Statements, Securities, Strategic Financial...

Education
Quinnipiac University - School of Business   2003 — 2004
MBA, Finance

Quinnipiac University - School of Business   1999 — 2003
BS, Accounting

Great Neck North High School

Louis Crasto Louis Crasto New York, New York Details
Louis Crasto's CARTA Fund Services, LLC Experience February 2015 - Present
Job Managing Director at CARTA Fund Services, LLC
Industry Investment Management
Experience
CARTA Fund Services, LLC   February 2015 - Present
Centre Lane Partners   September 2008 - February 2015
Continental Entertainent Group   July 2007 - September 2008
Steelpoint Capital Partners   June 2003 - July 2007
Moore Capital Management  February 2000 - June 2003
Salomon Smith Barney  January 1997 - February 2000
Dean Witter Discover & Co  May 1990 - January 1997
Ernst & Young  September 1989 - May 1990

Skills
Venture Capital, Private Equity, Hedge Funds, Auditing, Finance, Corporate Finance, Due Diligence, Equities, Mergers & Acquisitions, Financial Analysis, Financial Modeling, Investment Banking, Investments, Capital Markets, Valuation

Education
Pace University   1985 — 1989
BBA, Finance

Colin Feeney Colin Feeney Greater New York City Area Details
Colin Feeney's CARTA Fund Services, LLC Experience July 2013 - Present
Job Client Director at Carta Fund Services, LLC
Industry Venture Capital & Private Equity
Experience
Carta Fund Services, LLC   July 2013 - Present
Portfolio Advisors, LLC  May 2004 - June 2013
Ernst & Young  July 2000 - May 2004

Skills
Financial Reporting, Private Equity, Financial Analysis, SEC filings, Accounting, Financial Modeling, Corporate Finance, Due Diligence, Valuation, Internal Controls, CPA, Sarbanes-Oxley Act, Auditing, Alternative Investments, Investor Relations, Microsoft Excel, US GAAP, Fund Of Funds, GAAP, External Audit

Education
Fairfield University   1997 — 2001
MBA - Finance & BS - Accounting, Accounting & Finance

Sean M. Reilly Sean M. Reilly Greater New York City Area Details
Sean M. Reilly's CARTA Fund Services, LLC Experience March 2014 - Present
Job CARTA Fund Services, LLC
Industry Venture Capital & Private Equity
Experience
CARTA Fund Services, LLC   March 2014 - Present
Hudson Clean Energy  October 2008 - February 2014

Skills
Corporate Finance, Valuation, Private Equity, Hedge Funds, Due Diligence, Fund Of Funds, Venture Capital, Alternative Investments, Investments, Financial Modeling

Education
Penn State University