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efta-02709097DOJ Data Set 11Other

EFTA02709097

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DOJ Data Set 11
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efta-02709097
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EFTA Disclosure
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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 EFTA_R1_02114075 EFTA02709097 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 EFTA_R1_02114076 EFTA02709098 New York, NY 10168 cell Russell =atulak Founding =artner Jemstone =ssociates New York, NY 10168 cell <mailto:[email protected]> EFTA_R1_02114077 EFTA02709099

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Phone2114075
Phone2114076
Phone2114077
Phone2709097
Phone2709098
Phone2709099
URLhttp://spifunds.com/management-team/michael-shankman

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