Head of Investment Operations and Investment Compliance

• Jan 2022 - Present

Head of WHI Funds Services

• 2013 - Feb 2022

Managing a group of professionals responsible for all WHI Funds operations, administration and financial reporting.Areas of expertise include: investor and investment compliance matters and administration; managing relationships with service providers, including audit firms, fund administrators, brokers/custodians, software and research firm service providers; review and preparation of US GAAP compliant audited financials; preparation of SEC filings for investment advisors; management of staff. Ability to translate challenges into opportunities, coming up with actionable steps for achieving goals, impeccable follow-through and ability to move forward multiple projects at the same time. Ability to identify ways to collaborate with people of different backgrounds, styles of work and personalities. Co-workers view me as a balanced manager equally skilled in being results and people oriented, trustworthy, with high integrity and sense of ownership of projects.Developing, enhancing and documenting risk based operational procedures, performing efficiency review of existing processes and pursuing automation where applicable. Show less

Manager of Hedge Fund Accounting Group

• Nov 2008 - 2013

Manager Mergers&Acquisitions Financial Due Diligence

• Aug 2007 - Oct 2008

Managing team of professionals performing financial due diligence for a variety of companies undergoing mergers and acquisitions transactions. Preparation of reports, conducting interviews with management, financial analytics, review of financial data. Managing team of professionals performing financial due diligence for a variety of companies undergoing mergers and acquisitions transactions. Preparation of reports, conducting interviews with management, financial analytics, review of financial data.

Client Reporting

• Jul 2006 - Jul 2007

Full responsibility for preparation of financial statements for hedge funds and private equity funds. Full responsibility for preparation of financial statements for hedge funds and private equity funds.

Manager

• Oct 2000 - Jun 2006

Manager

• Aug 1994 - Oct 2000