Brian Petersen Email and Phone Number
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Experienced investment product and corporate entity CFO/Treasurer with a demonstrated history of leading high performing teams in the financial services industry. Skilled in Corporate Finance and Accounting, Investment Securities, Mutual Funds, Institutional Products, Financial Services Operations, Relationship Management, Financial Analysis, Executive Presentations, Mentoring and Employee Career Development. CPA with a Master’s Degree focused in Accounting from University of Denver.
Harrison Street Private Wealth
View- Website:
- versuscapital.com
- Employees:
- 37
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Cfo And CooHarrison Street Private WealthDenver, Co, Us
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Chief Financial OfficerVersus Capital Advisors Jan 2022 - PresentDenver, Colorado, United States• Serves as the Adviser's CFO, with responsibility for the firm’s corporate accounting and finance functions including capital allocation planning, budgeting, forecasting, financial statement production and tax filings.• Serves as the CFO and Treasurer of the firm's affiliated closed-end interval funds, with responsibility for oversight of all ongoing accounting and administration related operations as well as structuring and operational considerations of new products ideas.• Provides strategic direction and career development to the firm's corporate finance and product accounting teams. -
Managing Director - Fund Financial OperationsVersus Capital Advisors Jul 2019 - Dec 2021Greater Denver AreaServed as the CFO and Treasurer of the firm's affiliated closed-end interval funds, responsible for:• Oversight of the day-to-day operations of the funds including investment valuation, NAV production, financial reporting and accounting policy administration, • Tax filings and reporting, • Audit and Valuation Committee related board presentations and information delivery,• Service provider oversight and relationship management,• Career development of direct reports.
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Fund Cfo/Treasurer & Senior Vice PresidentOppenheimerfunds Feb 2016 - Jun 2019Greater Denver Area• Provide strategic direction and career development to a twenty person team.• Establish, communicate and monitor compliance with all policies regarding accounting, investment valuation, income distribution and financial statement disclosure for 100+ investment products (mutual funds, ETFs, collective investment trusts, LLCs, LPs and Cayman entities) with over $200 billion of net assets.• Manage relationships with investment product service providers including accounting/administration agents, external audit firms and investment pricing services.• Primary informational reference to three separate investment product audit committees including delivery of formal quarterly board presentations.• Chair corporate executive committees related to investment valuation, financial statement certification and dividend distribution policy.• Serve as trust company’s CFO and director to 10+ Cayman domiciled investment entities. -
Vice President Corporate FinanceOppenheimerfunds Oct 2013 - Jan 2016Greater Denver Area• Budgeting, forecasting, expense/profitability management and reporting for business units with 600+ employees and expense budgets of $300+ million.• Perform economic assessments for macro level projects such as system platform replacements and pricing models for our services.• Negotiate contract terms and fee rates with brokers/dealers.
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Assistant Fund TreasurerOppenheimerfunds Jun 2004 - Sep 2013Greater Denver Area• Key team member of a project to assess, recommend and implement the out-sourcing of our fund accounting and middle-office functions to a third-party service provider.• Establish a new team within the firm to set investment product accounting and financial reporting policy and manage external companies that provide services to investment products.• Direct production, review and dissemination of all financially related periodic board reports, including the annual investment advisory contract renewal materials. Coordinated evaluation, testing and implementation of an electronic board material delivery process. • Administer the firm's process for review and provision of required SEC regulatory filings and related certifications. Ensure adequate issue resolution and timely completion of all fund audit processes.• Negotiate, implement and monitor programs for investment products including security and derivative investment valuation services, credit facilities and securities lending arrangements.
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Assistant Vice President - Fund AccountingOppenheimerfunds Aug 2002 - May 2004Greater Denver Area• Managed operational oversight of the department's Financial and Board Reporting teams.• Lead various departmental projects including:- Departmental launch process for all of the company's new products.- Annual credit facility syndication and renewal.- Coordination of the department's annual SAS 70 internal control review.
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Fund Accounting ManagerOppenheimerfunds Nov 1998 - Jul 2002Greater Denver Area• Managed a team responsible for the daily net asset value oversight of over fifty equity mutual funds.• Lead numerous departmental projects including:- Departmental re-organization into a functionalized structure.- Conversion of the accounting and custodial operations of an acquired trust fund platform to the company including implementation of a securities lending program.- Establishment of the operational infrastructure for six external portfolio managers.
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Audit SeniorPricewaterhousecoopers Sep 1994 - Oct 1998Greater Denver Area• Performed financial statement audits for various companies and organizations (mutual funds, transfer agents, investment advisors, construction and not-for-profit) to include:- Coordination of entire audit process from planning through execution and statement issuance.- Supervision of audit teams comprised of up to six staff throughout detail testing.- Daily interaction with key client personnel, audit managers and partners.- Review of SEC registration statements and mutual fund tax provisions.
Brian Petersen Skills
Brian Petersen Education Details
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Summa Cum Laude -
Accounting
Frequently Asked Questions about Brian Petersen
What company does Brian Petersen work for?
Brian Petersen works for Harrison Street Private Wealth
What is Brian Petersen's role at the current company?
Brian Petersen's current role is CFO and COO.
What is Brian Petersen's email address?
Brian Petersen's email address is bp****@****nds.com
What is Brian Petersen's direct phone number?
Brian Petersen's direct phone number is (781)-522*****
What schools did Brian Petersen attend?
Brian Petersen attended University Of Denver, University Of Denver.
What skills is Brian Petersen known for?
Brian Petersen has skills like Mutual Funds, Alternative Investments, Financial Analysis, Hedge Funds, Asset Management, Investments, Securities, Financial Services, Equities, Bloomberg, Finance, Financial Modeling.
Who are Brian Petersen's colleagues?
Brian Petersen's colleagues are Becca Edil, Sibendu Naskar, Michael A. M., Kelly Mcewen, Ryan Burke, Ashley Johnson, Cpa, Kelly Bolduc.
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