Casey Hoffman Email and Phone Number
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Working with SaaS, Tech-enabled Services and Multi-location Healthcare Services Industry Founders, CEOs, CFOs and Investors to provide an alternative solution to in-house F&A, providing Scalable & Modernized Finance-as-a-Service to support the needs of institutionally-backed, high growth businesses in early stage/venture, growth equity, and lower/middle markets.Consero Global is disrupting the way PE and VC backed software and business services companies setup and scale their finance department. Backed by BV Investment Partners, Consero is the pioneer of the Finance as a Service (FaaS) category. Consero’s FaaS model combines cutting edge technology, processes, and people in a fully-managed solution to deliver precise financial visibility and improved operational scalability, plus a lower and more predictable cost structure. Over 85% of the 250+ operating companies that we partner with are backed by blue chip private equity and venture capital investors.
Continuserve
View- Website:
- continuserve.com
- Employees:
- 597
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Vice President, Private Equity Business DevelopmentContinuserveTampa, Fl, Us
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Director L Private Equity & Venture Capital Business Development At Consero GlobalConsero Global May 2021 - PresentAustin, Tx, UsConsero Global, backed by BV Investment Partners, is the pioneer of the Finance as a Service (FaaS) category. We are disrupting the way PE and VC backed software and business services companies setup and scale their finance department. Consero’s FaaS model combines cutting edge technology, processes, and people (when needed) in a fully-managed solution to deliver precise financial visibility and improved operational scalability, plus a lower and more predictable cost structure. Over 85% of the 300+ operating companies that we partner with are backed by private equity and venture capital investors.Why do private equity port cos struggle with their finance & accounting function?https://www.youtube.com/watch?v=cBf27BK2yeQPresident's Club - 2024Top Revenue Producer - 2022 -
Director | Private Equity & Venture Capital | Office Of The Cfo ServicesConsero Global May 2021 - PresentAustin, Tx, Us
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Account Executive, Gartner Invest For Asset ManagersGartner Mar 2019 - May 2021Stamford, Ct, UsConnecting investors with objective, unbiased primary research in over 1,4000 markets and over 2,000 in-house Gartner subject matter experts, located globally.Responsible for current account satisfaction, retention, and growth of new investment partnerships.Gartner Invest is the world’s leading provider of fundamental analysis on technology companies and market trends.Collaborating with Investment Professionals in areas such as:• Prospecting & Pipeline development• Deal flow velocity• Due diligence• Staff extension• Portfolio company deep dives• Market overviews• Real-time market disruption tracking• End-user perspective and feedback• Board meeting preparation• M&A opportunities/white-space analysisFeel free to contact me: catherine.hoffman@gartner.com -
Client Manager, Gartner Invest For Asset ManagersGartner May 2016 - Mar 2019Stamford, Ct, UsAligning TMT research analysts and portfolio managers (VC, PE, hedge fund, public equity, fixed income and debt financing firms) with relevant Gartner research and viewpoints across:SOFTWARE, HARDWARE, SEMICONDUCTORS, COMMUNICATIONS, IT SERVICES.Expert on all things Gartner for Asset Managers, while providing concierge level client support to existing seatholders for Gartner Invest product line.Enabling clients to save time and increase profitability through best-alignment of resources.Proactive monitoring and dissemination of research specific to clients' areas of interest, portfolio holdings and latest trends in the market.Invest Client Manager Global Top Performer for 2017 & 2018 based upon Client Retention & Satisfaction
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Senior Associate, Investment ConsultingSegal Rogerscasey Oct 2011 - May 2016New York, Ny, UsConsultant to Institutional Defined Benefit and Defined Contribution Plans, with a focus on Taft-Hartley clients, Government and Education sectors.Determine, recommend and implement appropriate asset allocation strategies and best-in-class manager selection for client portfolios.Present Quarterly Financial Market Updates and Portfolio Performance reviews at client meetings.Work closely with Fund Administrators and Legal Counsel to draft Investment Policy Statements, complete funding documents, and oversee transfer of assets.Assess RFP responses for Defined Contribution record keeping services and producing client presentations.Conduct fee analysis on DB and DC plans.Prepare internal responses to RFPs for Investment Consulting services.Conduct due diligence on investment management strategies across Fixed Income, Equity, Real Estate and Alternatives.Prepare external client memos and presentations.Act as Primary point of contact for client servicing. -
Associate, Investment ConsultingSegal Rogerscasey Sep 2007 - Sep 2011New York, Ny, Us
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Associate, Marketing StrategyJ&J Marine Yacht Sales Jan 2007 - Aug 2007- Prepared marketing material for power and sail boats- Oversight of sales website and marketing emails- Attendance, set-up, and presentation of inventory at local Yacht Shows
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Intern, Research & Grant ProposalsYale University Careers Dec 2003 - Jun 2006New Haven, Ct, Us- Worked at the Yale University School of Nursing on a variety of studies - Input and assessment of data on breast cancer and diabetes research studies- Conducted research for inclusion in grant proposals
Casey Hoffman Skills
Casey Hoffman Education Details
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University Of ConnecticutFinance & Management -
Emlyon Business SchoolInternational Business
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Providence CollegeHistory/Italian
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Sacred Heart Academy, Hamden, Ct 06514
Frequently Asked Questions about Casey Hoffman
What company does Casey Hoffman work for?
Casey Hoffman works for Continuserve
What is Casey Hoffman's role at the current company?
Casey Hoffman's current role is Vice President, Private Equity Business Development.
What is Casey Hoffman's email address?
Casey Hoffman's email address is ca****@****ner.com
What is Casey Hoffman's direct phone number?
Casey Hoffman's direct phone number is +121225*****
What schools did Casey Hoffman attend?
Casey Hoffman attended University Of Connecticut, Emlyon Business School, Providence College, Sacred Heart Academy, Hamden, Ct 06514.
What are some of Casey Hoffman's interests?
Casey Hoffman has interest in Education, Arts And Culture, Environment, Economic Empowerment.
What skills is Casey Hoffman known for?
Casey Hoffman has skills like Asset Allocation, Investments, Pensions, Alternative Investments, Hedge Funds, Fixed Income, Investment Advisory, Equities, Asset Managment, Portfolio Management, Capital Markets, Private Equity.
Who are Casey Hoffman's colleagues?
Casey Hoffman's colleagues are Begum S, Ritik Sharma, Andrew Meartz, Aaditya Patil, Mohammed Asad, Suresh N, Rajath Kumar.
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