Profil
Annie is the Chief Financial Officer & Chief Compliance Officer of Heartwood Partners.
She possesses an extensive background in accounting, primarily in private equity, and is responsible for fund administration and compliance.
Prior to joining Heartwood Partners, she was a Senior Fund Controller with Greenfield Partners, a real estate private equity firm in Westport, CT.
While at Greenfield, her responsibilities included fund level accounting and reporting, oversight of portfolio company accounting, and assisting the acquisitions and asset management teams with investment-related matters.
Prior to Greenfield, Annie was a Real Estate Accountant at Grove International Partners.
Annie began her career at Deloitte & Touche where she was a Manager in the Assurance and Advisory Services group.
She has a BS degree from the University of Connecticut and is a Certified Public Accountant in Connecticut.
Postes actifs de Annie B. Kowal
| Sociétés | Poste | Début |
|---|---|---|
Heartwood Partners, LLC
Heartwood Partners, LLC Investment ManagersFinance Heartwood Partners invests in companies located in the US with an EBITDA of USD 5 - 30 million and revenue of USD 30 - 400 million. The firm targets companies operating in the fields of agriculture, aftermarket auto/truck parts, manufacturing, distribution, food, and consumer services. It provides financing in the form of equity and debt for buyout transactions. The firm acquires control and minority interest and make co-investments. It takes a seat on the board of directors. | Directeur Financier/CFO | 01/01/2015 |
Anciens postes connus de Annie B. Kowal
| Sociétés | Poste | Fin |
|---|---|---|
Greenfield Partners LLC
Greenfield Partners LLC Investment ManagersFinance Greenfield Partners invests in real estate companies located in the US. The firm invests directly and in conjunction with operating partners. | Analyste en capital-investissement | 31/01/2015 |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, financial advisory and tax consulting services | Corporate Officer/Principal | 31/10/2003 |
Formation de Annie B. Kowal
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Fonctions occupées
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Inactives
Sociétés cotées
Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Femme
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, financial advisory and tax consulting services | Commercial Services |
Heartwood Partners, LLC
Heartwood Partners, LLC Investment ManagersFinance Heartwood Partners invests in companies located in the US with an EBITDA of USD 5 - 30 million and revenue of USD 30 - 400 million. The firm targets companies operating in the fields of agriculture, aftermarket auto/truck parts, manufacturing, distribution, food, and consumer services. It provides financing in the form of equity and debt for buyout transactions. The firm acquires control and minority interest and make co-investments. It takes a seat on the board of directors. | Finance |
Greenfield Partners LLC
Greenfield Partners LLC Investment ManagersFinance Greenfield Partners invests in real estate companies located in the US. The firm invests directly and in conjunction with operating partners. | Finance |
University of Connecticut
University of Connecticut Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















