EFTA02709097.pdf
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From: Richard Kahn <
Sent: Thursday, May 21, 2015 8:15 PM
To: jeffrey E.
Subject: Fwd: resume from Russell
Attachments: MICHAEL SHANKMAN - Resume May15.dooc; Untitled attachment 00080.htm
attached is another resume from Russell that =ppears a lot stronger than Craig please advise if =ou would like to Skype
or speak with Michael and if so timing thank you
http://spifunds.com/management-team/michael-shankman/
=div class="">
Richard Kahn
HBRK Associates Inc.
Nell2
tel
fax
cel
Begin forwarded message:
From: =
To: =/b>"'Richard Kahn— <
Subject: =/b>resume from =ussell
Date: =/b>May 21, 2015 at 10:16:02 AM =DT
Hi Rich„ I just =poke to this gentleman at length, he sounds very sharp and he explained =t length that he was
involved in many aspects of family office =ealth management and has had a lot of exposure to partnership =ccounting
as they were involved with hedge fuds, fund to funds and =arious investments. He has been involved on the tax
partnership audit =ide, capital calls, fund allocations, and day to day involvement on all =spects of the individual family
wealth from a singular office, I =eally liked him, He can do a phone interview today if you wanted to =hat with him for a
few minutes to get a feel. He is sending me his =ompensation„ All in he is around 350K
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I will be getting =nother one this evening from a CPA that I know from Needham Financial. =im Giangrasso,
Hi Russell,
The role sounds fantastic, =hallenging and exactly what I am looking for. I am currently the =FO at a family office
that also co-invests and manages various =and-of-funds and has many private equity investments. I am =ctively looking
for a similar role that will allow me to focus on the =amily's investments, reporting, tax, estate planning and cash
=anagement. I have been a CPA since 2001. In today's =andscape, a CFO must be more than just a CPA and be able to
manage, =rganize and improve all aspects of the firm while taking pride and =esponsibility for their work. Hopefully you
will see that I am =hat person.
I am available for a conversation to =earn more about the position. Please reply via email or call my =ell MI
looking forward to =orking with you.
Thank you,
Michael Shankman
Russell Katulak
Founding Partner
lemstone Associates
2
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New York, NY 10168
cell
Russell =atulak
Founding =artner
Jemstone =ssociates
New York, NY 10168
<mailto:[email protected]>
cell
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EFTA02709099
ℹ️ Document Details
SHA-256
49375608c92214aa500e371d52baa84a2d890740782eb00baa04b4f977ebf818
Bates Number
EFTA02709097
Dataset
DataSet-11
Type
document
Pages
3
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