About
Corporate Controller responsible for accounting of the firm's limited partnerships, LP communications, and due diligence and acquisition processes.
Experience
- Heartwood PartnersCorporate Controllercurrent1994 β presentNorwalk, Connecticut, United States
- Heartwood PartnersAsst. Controller1994 β 2022301 Merritt 7, 3rd Floor, Norwalk, CT 06851
Education
- Quinnipiac University1989 β 1993
Skills & more
Strategic Planning5Leadership2Financial Reporting10Private Equity7Financial Analysis7Accounting4Financial Modeling2US GAAP2Business Strategy3Valuation2Mergers & Acquisitions2Process Improvement1
+2 more
Due DiligenceCorporate FinanceFrom Wendy's professional profile.
Same school
Also attended Quinnipiac University9
Katie WeissAdvisor at Chloe CapitalStu LibbyVenture Partner at Runa CapitalDavidInvestor at Hartmann CapitalSarah ThomasVenture Partner at AgeTech CapitalKevin CrowleySenior Managing Director, Investments at Connecticut InnovationsTheodore WitekSpecial Advisor at Lumira Ventures
+ 3 more
Shared employers
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
David Levesque
Assistant Controller at Heartwood


















