RICHARD D'AGOSTINO, CPA Cell e-mar Experience: Perilune Group, LLC, New York, NY 1/11 — present CFO — Multi-Family Office • Accountable for full operational, tax and accounting activities of staff of 5 covering investing, charitable and personal entities • Review and approve various legal entity tax returns and related payments to respective jurisdictions • Implemented new legal entity structure to achieve tax optimization for family members • Assist principal family member in analysis and selection of portfolio investments • Monitor monthly close process in conjunction with external administrator • Correspond directly with and guide family members to ensure their family goals/needs are attended to appropriately • Guide and mentor staff to achieve both firm and employee specific goals • Coordinate office interaction with external service providers and consultants • Transitioned office to electronic filing system, instituted on-line banking and reduced manual processes • Review and approve all cash movements Paul Soros Investments, New York, NY 9/06 — 1/11 CFO — Single Family Office • Responsible for daily oversight of over 20 investment vehicles holding hedge funds, private equity funds and directs • Prepare weekly and monthly portfolio performance/activity reports for various family members • Monitor cash and liability management to satisfy funding and debt obligations of both family members and entities • Facilitate cash movements for individuals and investment vehicles • Interact with external managers and administrators in all aspects of direct and indirect investments • Negotiate and maintain credit facilities including compliance thereof • Prepare individual and entity tax estimates as well as contribute to family tax planning initiatives • Daily and direct communication with CEO and patriarch of family • Responsible for payroll and other administrative matters Swiss Reinsurance Company, New York, NY (Group sold