Fundraising Fox

Kristine Wheeler

Investor

Manager of Reporting & Financial Analysis at Evans Capital

South Shore of Boston

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

Education

  1. Bentley UniversityBachelor of Applied Science (B.A.Sc.), Accounting2012 β€” 2016

Skills & more

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

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Kristine Wheeler is Manager of Reporting & Financial Analysis at Evans Capital.

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