![Kathleen D. Speer](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Prior to joining CapitalWorks, Ms. Speer was an auditor at Ernst & Young, LLP for eight years.
She has extensive industry experience auditing banking institutions with a focus on investment, derivative and securitization accounting/operations, tax accounting, and trust operations.
She also has had significant involvement in the review of credit administration operations, as well as loan review functions at various banking institutions.
While at Ernst & Young, LLP she audited over 75 different investment funds, including, common and collective trust funds, hedge funds, private equity funds and funds of funds.
Additionally, she has industry experience in healthcare, mortgage origination, and insurance industries.
Ms. Speer has received specialized training in negotiation, fraud detection, and personnel management.
Ms. Speer graduated magna cum laude from Albion College with a Bachelor of Arts degree in Economics and Management.
She has an MBA from the Weatherhead School of Management at Case Western Reserve University.
| Companies | Position | End |
|---|---|---|
CW Industrial Partners LLC
 CW Industrial Partners LLC Investment ManagersFinance CW Industrial Partners invest in lower middle-market companies located in the United States and Canada with an EBITDA of USD 3 to 12 million, revenues of USD 20 to 100 million, and enterprise values of USD 15 to 100 million. The firm targets companies operating in the fields of manufacturing, value-added distribution, business & financial services and other industries. It acquires controlling interests and provides financing for corporate carve-outs and buyout transactions. | Director of Finance/CFO | 2011-12-30 |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Provides assurance, auditing, tax, legal, technology and consulting & managed services | Comptroller/Controller/Auditor | - |
Active
Inactive
Listed companies
Private companies
| Private companies | 4 |
|---|---|
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Provides assurance, auditing, tax, legal, technology and consulting & managed services | Commercial Services |
Albion College
 Albion College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Case Western Reserve University
 Case Western Reserve University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CW Industrial Partners LLC
CW Industrial Partners LLC Investment ManagersFinance CW Industrial Partners invest in lower middle-market companies located in the United States and Canada with an EBITDA of USD 3 to 12 million, revenues of USD 20 to 100 million, and enterprise values of USD 15 to 100 million. The firm targets companies operating in the fields of manufacturing, value-added distribution, business & financial services and other industries. It acquires controlling interests and provides financing for corporate carve-outs and buyout transactions. | Finance |
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