Annie B. Kowal
Director of Finance/CFO at Heartwood Partners, LLC
Profile
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.
Annie B. Kowal active positions
Companies | Position | Start |
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Heartwood Partners, LLC
Heartwood Partners, LLC Investment ManagersFinance Heartwood Partners, LLC(Heartwood Partners) is a private equity firm founded in 1982 by Brian Fitzgerald. The firm is headquartered in Norwalk, Connecticut. | Director of Finance/CFO | 2014-12-31 |
Former positions of Annie B. Kowal
Companies | Position | End |
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Greenfield Partners LLC
Greenfield Partners LLC Investment ManagersFinance Greenfield Partners LLC (Greenfield Partners) is an independent private equity firm founded in 1997 by Gene A. Gorab. The firm is headquartered in South Norwalk. | Private Equity Analyst | 2015-01-30 |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Corporate Officer/Principal | 2003-10-30 |
Training of Annie B. Kowal
University of Connecticut | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
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Linked companies
Private companies | 3 |
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Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Commercial Services |
Heartwood Partners, LLC
Heartwood Partners, LLC Investment ManagersFinance Heartwood Partners, LLC(Heartwood Partners) is a private equity firm founded in 1982 by Brian Fitzgerald. The firm is headquartered in Norwalk, Connecticut. | Finance |
Greenfield Partners LLC
Greenfield Partners LLC Investment ManagersFinance Greenfield Partners LLC (Greenfield Partners) is an independent private equity firm founded in 1997 by Gene A. Gorab. The firm is headquartered in South Norwalk. | Finance |
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