Responsible for reporting, cash management, bill pay, investment monitoring and office administration for this large, multi-generation family office, which includes numerous partnerships, LLCs, corporations, trusts, political action committees and foundations. Responsibilities also include due diligence of external private equity and hedge fund managers and all financial aspects of internal private equity teams.

Responsible for all financial aspects of a private equity manager, its eight funds and several operating businesses focused on U.S. and international renewable power and water desalination. Responsibilities included participating in fund marketing, investor relations, SEC filings, acquisitions and divestitures.

Responsible for supervising all aspects of financial audits of public and private clients in various industries including manufacturing, real estate, pharmaceuticals, technology and financial services.

Certified Public Accountant