Case File
efta-efta00856413DOJ Data Set 9OtherFrom: "Jeffrey E." <[email protected]>
Date
Unknown
Source
DOJ Data Set 9
Reference
efta-efta00856413
Pages
3
Persons
0
Integrity
Extracted Text (OCR)
Text extracted via OCR from the original document. May contain errors from the scanning process.
From: "Jeffrey E." <[email protected]>
To: Richard Kahn
Subject: Re: resume from Russell
Date: Thu, 21 May 2015 21:23:02 +0000
Skype
On Thursday, May 21, 2015, Richard Kahn
> wrote:
attached is another resume from Russell that appears a lot stronger than Craig
please advise if you would like to Skype or speak with Michael and if so timing
thank you
Richard Kahn
HBRK Associates Inc.
575 Lexington Avenue 4th Floor
New York, NY 10022
tel 212-971-1306
fax 646-350-0954
cell 917-414-7584
Begin forwarded message:
From:
To: "'Richard Kahn"
Subject: resume from Russell
Date: May 21, 2015 at 10:16:02 AM EDT
Hi Rich„ I just spoke to this gentleman at length, he sounds very sharp and he explained at length that he was involved
in many aspects of family office wealth management and has had a lot of exposure to partnership accounting as they
were involved with hedge fuds, fund to funds and various investments. He has been involved on the tax partnership
audit side, capital calls, fund allocations, and day to day involvement on all aspects of the individual family wealth from
a singular office, I really liked him, He can do a phone interview today if you wanted to chat with him for a few minutes
to get a feel. He is sending me his compensation„ All in he is around 350K
I will be getting another one this evening from a CPA that I know from Needham Financial. Jim Giangrasso,
EFTA00856413
Hi Russell,
The role sounds fantastic, challenging and exactly what I am looking for. I am currently the CFO at a family office that
also co-invests and manages various fund-of-funds and has many private equity investments. I am actively looking for
a similar role that will allow me to focus on the family's investments, reporting, tax, estate planning and cash
management. I have been a CPA since 2001. In today's landscape, a CFO must be more than just a CPA and be able
to manage, organize and improve all aspects of the firm while taking pride and responsibility for their work. Hopefully
you will see that I am that person.
I am available for a conversation to learn more about the position. Please reply via email or call my cell
Looking forward to working with you.
Thank you,
Michael Shankman
Russell Katulak
Founding Partner
Jemstone Associates
380 Lexington Ave
Near 41st and 42" Street (17th floor)
New York, NY 10168
212-551-1154
cell 917-685-6926
Russell Katulak
Founding Partner
Jemstone Associates
380 Lexington Ave
Near 41st and 42" Street (17th floor)
New York, NY 10168
EFTA00856414
212-551-1154
cell 917-685-6926
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EFTA00856415
Technical Artifacts (7)
View in Artifacts BrowserEmail addresses, URLs, phone numbers, and other technical indicators extracted from this document.
Email
[email protected]Fax
fax 646-350-0954Phone
212-551-1154Phone
212-971-1306Phone
646-350-0954Phone
917-414-7584Phone
917-685-6926Related Documents (6)
DOJ Data Set 10CorrespondenceUnknown
EFTA Document EFTA01765224
0p
DOJ Data Set 11OtherUnknown
EFTA02328489
1p
DOJ Data Set 10CorrespondenceUnknown
EFTA Document EFTA02125460
0p
DOJ Data Set 9OtherUnknown
From: "Jeffrey E." <[email protected]>
4p
DOJ Data Set 11OtherUnknown
EFTA02489202
1p
DOJ Data Set 10OtherUnknown
EFTA02086739
1p
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