About
Lloyd joined Evidity in 2021 and brings nearly 30 years in accounting and finance for alternative asset firms including hedge funds and venture funds. He is a CPA and CFA who began his career at BDO.
Experience
- Alternative Asset CFO Services LLCFounder and Managing Membercurrent2020 — presentNew York City Metropolitan Area
- New Science VenturesChief Financial Officer and Chief Compliance Officer2017 — 2019New York City
- Aisling CapitalChief Financial Officer and Chief Compliance Officer2008 — 2017New York City
Education
- Queens CollegeBachelor’s Degree, Accounting and Economics, magna cum laude1981 — 1985
Skills & more
Strategic PlanningNegotiationDue Diligence11Private Equity8Financial Analysis6Venture Capital2Financial Modeling1Start-ups1Valuation1Investments2Financial Reporting1Business Planning1
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Investor RelationsIPOEntrepreneurshipFinanceHedge FundsHedge AccountingMergers & AcquisitionsCorporate FinanceM&A experienceU.S. SEC FilingsProcess ImprovementBudgets- CFA Institute Charterholder — CFA Institute
From Lloyd's professional profile.
Same school
Also attended Queens College17
Lloyd AppelChief Financial Officer at Differential VenturesKevin BernalSenior Associate at Mighty CapitalIsaac ZafaraniCo-Founder, Vero | Serial Entrepreneur at Vetted AcceleratorLeah RachmanDirector of Administration at SINEWAVE VENTURESRavi SinghChief Financial Officer at Oak HC/FTJordan OdinskyPartner at Ground Up Ventures
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