Experience

Long Run Partners
• Financial Services
• 1 - 100 Employee
• Controller

  • Oct 2023 - Present

Hum Capital
• United States
• Financial Services
• 1 - 100 Employee
• Controller

  • Nov 2022 - Aug 2023


IQ-EQ

• Luxembourg
• Financial Services
• 700 & Above Employee

• Senior Manager

  • May 2021 - Nov 2022

  Outsourced CFO function for hedge fund and private equity clients. Outsourced CFO function for hedge fund and private equity clients.



Hildene Capital Management

• United States
• Investment Management
• 1 - 100 Employee

• Fund Controller / Director of Operations

  • Jan 2012 - Jun 2020

  Pricing, P&L, month-end close, finalize NAV, annual audit, cash/position reconciliations, daily repo/OTC margin, trade settlements, cash monitoring, etc. Pricing, P&L, month-end close, finalize NAV, annual audit, cash/position reconciliations, daily repo/OTC margin, trade settlements, cash monitoring, etc.



Del Mar Asset Management

• United States
• Real Estate

• Associate / V.P.

  • Oct 2009 - Jan 2012

  -Ops (margin, cash management, settlements) -Accounting (pricing, P&L, month-end close) -Ops (margin, cash management, settlements) -Accounting (pricing, P&L, month-end close)



Societe Generale

• France
• Banking
• 700 & Above Employee

• Associate

  • May 2009 - Oct 2009

  Product control for equity derivatives group. Product control for equity derivatives group.



Drake Management

• Investment Management
• 1 - 100 Employee

• Vice President

  • Sep 2003 - May 2009

  Pricing Drake's investments and calculating daily returns for hedge funds and managed accounts. Pricing Drake's investments and calculating daily returns for hedge funds and managed accounts.



Investec

• United Kingdom
• Financial Services
• 700 & Above Employee

• Accountant

  • Jun 2000 - Jun 2003

  Daily P&L, month-end close, line-of-business analysis, etc. Daily P&L, month-end close, line-of-business analysis, etc.