Each year, Bridge transforms the lives of over 2,500 homeless and at-risk Boston youth ages 18 to 24, helping them overcome the effects of poverty, abuse, and neglect through a continuum of care including medical, residential, educational, and counseling services. If you are interested in volunteering, making a contribution, or donating helpful items such as clothing or school supplies, please contact me.

Shepherd Kaplan Krochuk, LLC is an alternative asset management firm that manages a series of hedge funds as well as a private equity fund and two real estate funds for those that seek attractive risk-adjusted returns. - As CFO, I oversaw the major aspects of administration and financial reporting for each of the funds, inclusive of monthly financial closes, financial statement preparation, audited statements, tax return preparation and issuance, monthly/quarterly investor reporting, valuation of portfolio companies, investor relations team, general partner accounting and partnering with in-house general counsel to ensure proper drafting of PPM’s and subscription documents.- Integral part of the “Deal Team” that reviews and approves new investments for the private equity fund. Focused on the financial aspects of potential portfolio companies with a review of historical financial statements, forward looking projections, valuations performed on the company, waterfall impact, and a general review of the company’s landscape/market.

Shepherd Kaplan LLC is a wholly controlled subsidiary of Shepherd Kaplan Krochuk, LLC that provides comprehensive wealth management services to high net-worth individuals, family offices, trusts, endowments and institutions.Brought into the company in 2008 as Director of Finance to enhance and build out the finance team as well as create an equity structure for new members. After successfully building out the finance team, creating an equity program and bringing a new level of financial reporting inclusive of custom KPI dashboards, I was later promoted to the company's first CFO.As CFO I was primarily responsible for the following: - Strategy - Budgeting and forecasting - Maintaining banking and insurance relationships - Cross-functional team development - Accurate financial reporting to the executive team and interested outside parties - In charge of all aspects of human resources within the firm including benefits, compensation, hiring and staff development

Provided assurance and financial consulting services to clients in various industries, including registered investment advisors, family offices, hedge funds, retail and manufacturing. Guided companies of all sizes, from publicly traded companies to closely-held and growth start-up companies, through complex financial reporting needs, Sarbanes-Oxley compliance and highly complicated as well as technical accounting transactions. Focused on revenue recognition models, equity financing, and mark-to-market valuations for investments.

Performed financial statement audit, review, compilation and tax services. Investigated fraudulent and voidable transfers of assets, reconstructed accounting records from available debtor records, and analyzed accounting data of bankrupt companies.