Ann Koerner
Director of Finance/CFO at CORE Industrial Partners, LLC
Profile
Mrs. Koerner, Chief Financial & Compliance Officer at CORE, is responsible for fund operations, all fund financial transactions, and compliance functions.
Before joining CORE, she served as the Vice President and Controller of Beecken Petty O'Keefe & Company, a private equity management firm that invests in middle-market buy-out transactions, recapitalizations, and growth platforms exclusively in the healthcare industry, where she focused on general accounting and finance and helped to implement an SEC-registered investment advisor compliance program.
Prior to joining Beecken Petty O'Keefe & Company, Mrs. Koerner worked at Omnium and Crowe Horwath LLP.
Mrs. Koerner is a C.P.A and graduated from Miami University (OH) with a BS in Accounting and Finance.
Ann Koerner active positions
Companies | Position | Start |
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CORE Industrial Partners, LLC
CORE Industrial Partners, LLC Investment ManagersFinance CORE Industrial Partners LLC (CORE Industrial Partners) is a private equity firm founded in 2016 by John May. The firm is headquartered in Chicago, Illinois. | Director of Finance/CFO | 31/01/2020 |
Former positions of Ann Koerner
Companies | Position | End |
---|---|---|
Beecken Petty O'Keefe & Co. LP
Beecken Petty O'Keefe & Co. LP Investment ManagersFinance Beecken Petty O'Keefe & Co LP (BPOC) is a private equity firm founded in 1996 by Dave Beecken, Bill Petty, and Ken O’Keefe. The firm is headquartered Chicago, Illinois. | Comptroller/Controller/Auditor | 31/01/2020 |
Omnium LLC
Omnium LLC Investment Trusts/Mutual FundsMiscellaneous Omnium provides world-class, technology-driven fund administration through an unparalleled delivery of service through software. Leveraging cutting-edge technology and exceptional intellect, they flexibly support the investment strategies of hedge funds and financial institutions globally. Omnium ranks among the fastest-growing administration service providers for hedge funds and financial institutions. With more than $60 billion in assets under administration, Omnium provides world-class, technology-driven fund administration services to clients operating across a broad spectrum of investment strategies and asset classes. Established in 2007, Omnium operates in the world's major financial centers including Chicago, New York, Hong Kong and San Francisco. | Corporate Officer/Principal | 30/04/2010 |
Training of Ann Koerner
Miami University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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CORE Industrial Partners, LLC
CORE Industrial Partners, LLC Investment ManagersFinance CORE Industrial Partners LLC (CORE Industrial Partners) is a private equity firm founded in 2016 by John May. The firm is headquartered in Chicago, Illinois. | Finance |
Beecken Petty O'Keefe & Co. LP
Beecken Petty O'Keefe & Co. LP Investment ManagersFinance Beecken Petty O'Keefe & Co LP (BPOC) is a private equity firm founded in 1996 by Dave Beecken, Bill Petty, and Ken O’Keefe. The firm is headquartered Chicago, Illinois. | Finance |
Omnium LLC
Omnium LLC Investment Trusts/Mutual FundsMiscellaneous Omnium provides world-class, technology-driven fund administration through an unparalleled delivery of service through software. Leveraging cutting-edge technology and exceptional intellect, they flexibly support the investment strategies of hedge funds and financial institutions globally. Omnium ranks among the fastest-growing administration service providers for hedge funds and financial institutions. With more than $60 billion in assets under administration, Omnium provides world-class, technology-driven fund administration services to clients operating across a broad spectrum of investment strategies and asset classes. Established in 2007, Omnium operates in the world's major financial centers including Chicago, New York, Hong Kong and San Francisco. | Miscellaneous |
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