Jeff Rose

Initial COO and CFO for equity focused long/short fund which I helped grow 10x in six years. Managed finance, operations, legal, compliance, investor relations, business development, and related functions. Wrote and implemented firm policies. Reviewed and approved monthly financial statements. Responsible for tax planning and review of tax returns. Coordinated audits. Prepared budget, reviewed variances and forecasted cash flows. Created and improved infrastructure and operating processes to handle increased volume, new accounts, additional instruments and other changes. Primary contact for new and potential investors. Executed two strategic transactions and negotiated multiple agreements with key investors and counterparties. Evaluated and managed relationships with counterparties and key service providers (including bank, auditors, lawyers, prime broker, executing brokers, administrator, and technology consultant).