CARTA Fund Services, LLC
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CARTA Fund Services, LLC Employees
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
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
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
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
CARTA Fund Services, LLC July 2015 - Present
Central Connecticut Acoustics, Inc. June 2014 - August 2014
Education
Boston College 2014 — 2018
Accounting and Finance
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
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
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
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
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