Michael Shankman, CPA Bedminster, NJ 07921 Chief Financial Officer Sur:unary A versatile and seasoned CPA, currently with a family office focusing on private equity and hedge fund investments, with expertise in partnership accounting and tax, high net worth individual tax, trust accounting and tax. Able to manage multiple projects simultaneously, while consistently improving the overall accounting and reporting processes for increased efficiency. Experience Summit Private Investments, Inc. (Summit, NJ) 2004-Present Chief Financial Officer A family office co-investing with external investors mainly through find-of-fiords • Overall responsibility for family tax and investments, fund investments, corporate accounting, tax and audit while managing two accounting staff and multiple outside service providers. • Prepare monthly and quarterly family accounting and performance reports, manage private equity cash calls/distributions, and assist in estate planning through use of trusts and tax preparation for internal family investment partnerships. • Individual tax work for family including, coordination of all source documents, review of quarterly estimates, liaison with outside CPA firm and review return drafts, planning/analysis of future tax issues and final sign-off authority. • Family investment partnership work includes, assist in due diligence decision prior to investment, manage public security brokerage account, make investment trades, create analysis/performance reports, assemble and prepare tax return information including multiple K-ls, prepare tax estimates as needed, and manage cash for capital calls. • Routinely work with multiple investment types including private equity, hedge funds, fund-of- funds, master limited partnerships, marketable securities and special purpose vehicles. • Supervise all firm corporate accounting including monthly financial statements, payment of bills, receipt of revenue, oversee vendor agreements, pay