Experience

Concept Fund Services

• United States
• Financial Services
• 1 - 100 Employee

• Principal of Fund Administration

  • Feb 2006 - Present

  The Concept Fund Services team draws on broad expertise and deep resources to help you manage your responsibilities for current and pending compliance and tax rules. We identify potential areas of risk and exposure and offer solutions. Finely attuned to adhering to best practices, we match the particular needs of your funds with the services we provide — paying careful attention to deadlines and keeping you compliant at reasonable costs. At the end of the day, our goal is to give you the compliance support to act confidently in your relationships with investment managers, sponsors, investors, custodians, and selling agents. Show less


Bessemer Venture Partners
• United States
• Venture Capital and Private Equity Principals
• 100 - 200 Employee
• Tax Manager

  • Dec 2000 - Jan 2006

POLAKOFF & MICHAELSON CPA, P.C
• United States
• Accounting
• Audit & Tax Senior II

  • Jan 1997 - Dec 2000