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Kristine Wheeler

Investor

Manager of Reporting & Financial Analysis at Evans Capital

South Shore of Boston

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About

Kristine Wheeler joined Evans Capital in 2022 as Manager of Financial Reporting and Analysis. She previously worked as a Senior Associate at Browne Consulting Group serving venture-backed biotech companies and spent five years as a Tax Supervisor at Edelstein & Company focused on investment partnership taxation and reporting for a single family office. She holds a BS in Accounting from Bentley University.

Experience

  1. Family OfficeManager of Financial Reporting and Analysiscurrent2022 — present
  2. Browne Consulting GroupSenior Accountant2021 — 2022
  3. Edelstein & Company LLPTax Supervisor2021
  4. Edelstein & Company LLPSenior Tax Associate2019 — 2021
  5. Edelstein & Company LLPTax Associate2017 — 2019Boston, Massachusetts
  6. WithumStaff Accountant2016 — 2017
  7. Bentley UniversityRecords Financial Aid Assistant2012 — 2016Bentley University
  8. D&S Landscaping & ExcavatingAccounting Assistant2015 — 2016Newton, MA
  9. American TowerAccounting and Finance Intern2015Greater Boston
  10. EXPRESSSales Associate2013 — 2014Natick, Ma
  11. EC Restaurants CorpCorporate Accounting Intern2014Boston, MA
  12. NetVenturesDatabase and Research Intern2013Newtonville, massachusetts

Skills & more

Teamwork6Public Speaking3Leadership4Microsoft Office7Microsoft Excel7Microsoft Word6PowerPoint7Spreadsheets4Outlook3Time Management3Social Media3Invoicing4
+5 moreAccountingCustomer ServiceSocial NetworkingVisioMicrosoft Outlook

From Kristine's professional profile.

Colleagues at Evans Capital

Bridgett Evans
Managing Partner at Evans Capital
Bridgitt Evans
Managing Partner at Evans Capital
Bruce R. Evans
Senior Advisor and former Managing Director of Summit Partners
Suzy Almeida
Sr. Executive Assistant & Office Manager at Evans Capital
Whitney Malak
Director of Real Assets at Evans Capital

Frequently asked questions

Who is Kristine Wheeler?
Kristine Wheeler joined Evans Capital in 2022 as Manager of Financial Reporting and Analysis. She previously worked as a Senior Associate at Browne Consulting Group serving venture-backed biotech companies and spent five years as a Tax Supervisor at Edelstein & Company focused on investment partnership taxation and reporting for a single family office. She holds a BS in Accounting from Bentley University.
Where does Kristine Wheeler work?
Kristine Wheeler is Manager of Reporting & Financial Analysis at Evans Capital.
Where did Kristine Wheeler go to school?
Kristine Wheeler studied at Bentley University (Bachelor of Applied Science (B.A.Sc.), Accounting).

Same school

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