Stephan Puhlmann Email and Phone Number
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Currently, I am a Senior Controller at Colbeck Capital Management, a New York-based strategic lender that specializes in providing capital to companies during periods of transition when traditional sources of capital are less accessible. I manage Colbeck's financial and performance reporting, including overseeing work performed by the firm's external audit, tax, and fund administration teams. Prior to joining Colbeck, I was the Controller at Green Bay Ventures, where I was responsible for all middle- and back-office operations, including fund accounting, internal and external reporting, budgeting, investor relations, tax, legal, human resources, and compliance. Prior to joining Green Bay Ventures, I worked at Apollo Global Management, where I oversaw the management and reporting for multiple credit funds and managed accounts. Prior to joining Apollo, I audited multiple hedge funds and mutual funds at EY. Prior to joining EY, I spent several years working in door-to-door sales for Vivint, Inc.Additionally, I am a CFA charterholder and a New York CPA. I am also actively involved with CFA Society New York's Business Management Interest Group, which focuses on discussing and addressing the operational and business challenges faced when running today's investment firm.
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TreasurerThe Residents Of Sylvan Terrace, Inc.New York, Ny, Us
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Senior ControllerColbeck Capital Management Sep 2020 - PresentNew York, Ny, Us -
ControllerGreen Bay Ventures Sep 2017 - Sep 2020San Francisco, California, UsI was the Controller for Green Bay Ventures ("GBV"), a San Francisco based venture capital firm. In my role, I have primary responsibility for the firm's middle- and back-office operations, including the firm's financial reporting, tax, audit, valuations, treasury, legal, compliance, human resources, and investor relations. -
AssociateApollo Global Management Llc Jul 2014 - Aug 2017New York, New York, UsWhile at Apollo, I oversaw several managed accounts and funds of one, which were invested across the firm's credit platform in liquid and illiquid opportunistic credit, leveraged loans, high yield bonds, private debt, and debt- and equity-tranche CLOs and structured products. For these accounts, I was primarily responsible for overseeing the financial, performance, and investor reporting. My work also included reviewing issues related to compliance, marketing, and operations for these accounts.I also managed the credit platform's financial statement library, which standardized the annual financial statements and accompanying notes across a wide range of open- and closed-end funds with a myriad of investment strategies. This project's purpose was to develop a standard template for fund financial statements and notes, aiming to benefit financial statement preparers and reviewers, auditors, and investors alike. -
Staff AuditorEy Sep 2012 - Jul 2014London, GbWhile at EY, I worked with several clients in the asset management space. I have experience with hedge funds, mutual funds, BDCs, ETFs, and funds of funds. Within the hedge fund space, I had exposure to multiple strategies, including long-short equity, distressed structured products, and quantitative, among others.Outside my normal accounting role, I worked with EY's beta testing and design feedback team for the firm's new auditing software that is currently under development. I was also on the Asset Management group's People Advisory Board, a forum for discussing the issues and needs of EY's strongest asset--its human capital. -
Sales RepresentativeVivint, Inc. May 2006 - Aug 2012Provo, Ut, UsDuring my time with Vivint, I gained valuable sales and life skills. On a daily basis I was challenged with uncovering hidden buying motives to turn disinterested home owners into satisfied buyers of residential home security systems. Even when others would quit and give up, I was able to maintain focus and determination in this door-to-door environment to end up successful at the end of each day. For example, during the economic slump I increased my year-over-year sales by 41% from 2009 to 2010. Aside from the solitary nature of direct sales, I worked in a team environment to hit aggressive office sales goals to become the top-selling office in 2008 and among the top three selling offices during three times from 2008 to 2012. -
Project ManagerRpm Revenue Drivers, Llc Sep 2011 - Dec 2011Orem, Ut, UsAfter joining RPM, I directed a market research and beta-customer acquisition project with a tight deadline for a new software development client. RPM focuses on helping young companies grow faster by providing consulting in the realm of revenue generation and expansion. During this project, I was also given the responsibility to train three new associate analysts as part of this market research. For another project, I provided the financial analysis to assist a fresh foods supplier improve profitability, make strategic decisions, and secure venture capital funding to fuel more rapid expansion and growth. I was also able to provide recommendations for control improvements and improved data backup procedures following an IT security breach. -
Quality InspectorPipe Reconstruction, Inc. Jan 2011 - Feb 2011I joined PRI for one of their projects in Spain at the Vandellos nuclear power plant. The project was to install carbon fiber to the interior side of the nuclear reactor's cooling system during a planned outage. I was tasked with training the local installers in the proper application and inspecting their work.
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InternThe Planning Group Of Scottsdale, Llc Feb 2010 - Apr 2010Scottsdale, Az, UsDuring my internship with The Planning Group, a Scottsdale-based wealth management firm meeting the needs of HNWIs, I gathered and organized information about unfunded, existing life insurance policies, which could then provide opportunities for alternative investment strategies to the firm's clients. I also created, edited, and distributed informational and multimedia marketing materials to clients. I also assisted with the office's IT needs providing cursory held desk support and website administration.
Stephan Puhlmann Skills
Stephan Puhlmann Education Details
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Brigham Young UniversityAccounting
Frequently Asked Questions about Stephan Puhlmann
What company does Stephan Puhlmann work for?
Stephan Puhlmann works for The Residents Of Sylvan Terrace, Inc.
What is Stephan Puhlmann's role at the current company?
Stephan Puhlmann's current role is Treasurer.
What is Stephan Puhlmann's email address?
Stephan Puhlmann's email address is sp****@****ail.com
What is Stephan Puhlmann's direct phone number?
Stephan Puhlmann's direct phone number is +148078*****
What schools did Stephan Puhlmann attend?
Stephan Puhlmann attended Brigham Young University.
What skills is Stephan Puhlmann known for?
Stephan Puhlmann has skills like Financial Analysis, Accounting, Business Strategy, Financial Reporting, Microsoft Office, Microsoft Excel, Data Analysis, Sales, Market Research, Forecasting, Financial Modeling, Training.
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