Gary Bonner Email & Phone Number

Franklin, Tn, Us

Fort Wayne, In, Us

Lake Mary, Florida , Us

St. Louis, Mo, Us

Franklin, Tennessee, Us

Served as COO of Entwood Holdings and one of its portfolio companies where responsibilities included oversight of technology, finance, operations, cybersecurity and administrative areas.

As a founding member of a newly formed registered investment advisory (RIA) firm, oversaw the growth in assets under management (AUM) from $450 million with 10 employees to $9 billion in AUM and 72 employees, serving 550 client families. Responsibilities included: leadership, corporate and trading operations, human resources, technology, cybersecurity, and comprehensive involvement in strategy, finance and compliance. Represented the firm as a speaker and participant in conferences, industry panels and advisory boards.

• Evaluated, engaged, and oversaw implementations of portfolio accounting and trading systems, client portal, CRM, billing and revenue management systems, cloud-based phone system, onsite and cloud-based network infrastructure, and cloud-based file system across multiple locations• Designed and implemented a business continuity plan that allowed the firm to work seamlessly while remote, with 100% uptime• Designed and built a resilient cybersecurity program, including phishing campaigns, cybersecurity awareness training, managed detection and response, endpoint threat detection and reporting, systematic patch management of 140 endpoints, two-factor authentication (2FA), network monitoring, mobile device management, penetration testing and vulnerability assessments

• Improved time to collect fees by 80% through a streamlined quarterly revenue calculation and billing process • Executed all finance and accounting functions for the firm including budgets, forecasts, accounts payable and receivable, quarterly close, annual audits and tax filings, and management, board and shareholder reporting• Coordinated two separate private equity investments into the firm, including one by The Carlyle Group, working with bankers, lawyers and outside shareholders to lead the process from due diligence data collection through closing

• Developed and implemented the firm’s compliance policies and procedures, code of ethics and personal trading policy • Worked with outside counsel on the creation of new investment limited partnerships and other legal and compliance matters• Maintained the ADV and filed annual updates • Guided the firm through SEC examinations

Sandy Springs, Georgia, Us

Billings, Mt, Us

Dublin 2, Ie