Fundraising Fox

David Levesque

Investor

Assistant Controller at Heartwood

Stamford, Connecticut, United States

About

Assistant Controller responsible for investment accounting for the funds and co-investment funds. Previously at Odyssey Re and Rockit Solutions.

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Experience

  1. Heartwood PartnersAssistant Controllercurrent2024 — present
  2. Heartwood PartnersFund Accountant2022 — 2024Norwalk, Connecticut, United States
  3. OdysseyReStaff Investment Accountant2021 — 2022Stamford, Connecticut, United States
  4. Rockit Solutions, LLCStaff Fund Accountant2020 — 2021Stamford, Connecticut, United States
  5. SS&C TechnologiesFinancial Reporting Accountant2019 — 2020Windsor, Connecticut
  6. SS&C TechnologiesStaff Accountant2018 — 2019Windsor, Connecticut
  7. Waste ManagementIntern2016 — 2017Windsor, Connecticut
  8. ShopRite SupermarketsGrocery Clerk2013 — 2017Bristol Connecticut

Education

  1. University of ConnecticutFinance, General2016 — 2018
  2. CT State TunxisAssociate of Science (A.S.), Business Administration2013 — 2016
  3. Bristol Eastern High SchoolHigh School Diploma2009 — 2013

Skills & more

Microsoft OfficeMicrosoft Word1Crystal ReportsMicrosoft ExcelCustomer ServiceTime ManagementTeamworkCAMRADebt and DericativesCredit Default Swap (CDS)Pivot TablesVlookup
+3 moreHyperion Financial Management (HFM)Financial ReportingFinancial Statements
  • Bloomberg Market Concept Certificate — Bloomberg

From David's professional profile.

Same school

Also attended University of Connecticut58

Vinnie McSweeneyInvestor at OpenView Venture PartnersAmy ErrettInvestor at True VenturesKevin C. WangPrincipal at .406 VenturesRay UpdykeSVP, Finance, Operations at Alpaca VCGenene MorrisEditorial Director at Red Cell IncubationJinlin WangPartner at Foothill Ventures

+ 52 more

Shared employers

Also worked at Heartwood Partners18

Robert TuckerCo-Founder at HeartwoodJohn WillertInvestor at HeartwoodJohn NewmanInvestor at HeartwoodMark AllsteadtCo-Founder at HeartwoodSaer BrownVice President at HeartwoodBrian ChungVice President at Heartwood

+ 12 more

Also worked at OdysseyRe1

Stephen SchmalhoferPartner at Teamworthy Ventures

Also worked at SS&C Technologies11

Jayeon YooHead of Finance Operations at Samsung Catalyst FundMike TrapanesePartner at Convective CapitalShane BatesFinance at Collide CapitalAllen ChanFund Finance at Katalyst VenturesPeter JoyDirector at OakglenGary AndersonChief Financial Officer at Transpose Platform Management

+ 5 more

Also worked at Waste Management4

Greg KaparskiHead of Finance at Scout VenturesMelanie BellCo-Founder, Strategic Piece at Seed Round CapitalLeslie Goldman TepperFounding Partner at The Artemis FundDuncan CarlsonAssociate at LOWERCARBON

Colleagues at Heartwood

Adams Robinson
Associate at Heartwood
Aidan Schraff
Associate at Heartwood
Andrea V. Nelson
Managing Director at Heartwood
Berat Rifati
Chief Financial Officer & Chief Compliance Officer at Heartwood
Brian Chung
Vice President at Heartwood
Brian Fitzgerald
Chairman Emeritus at Heartwood
Casey Gordon
Executive Assistant at Heartwood
Demetrios Dounis
Managing Partner at Heartwood