Kathleen D. Speer
Profile
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.
Former positions of Kathleen D. Speer
| Companies | Position | End |
|---|---|---|
CW Industrial Partners LLC
 CW Industrial Partners LLC Investment ManagersFinance CW Industrial Partners LLC (CW Industrial Partners) is a private equity firm founded in 1999 by Rob G McCreary. The firm is headquartered in Cleveland, Ohio. | Director of Finance/CFO | 30/12/2011 |
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Comptroller/Controller/Auditor | - |
Training of Kathleen D. Speer
| Albion College | Undergraduate Degree |
| Case Western Reserve University | Masters Business Admin |
Experiences
Positions held
Linked companies
| Private companies | 2 |
|---|---|
CW Industrial Partners LLC
CW Industrial Partners LLC Investment ManagersFinance CW Industrial Partners LLC (CW Industrial Partners) is a private equity firm founded in 1999 by Rob G McCreary. The firm is headquartered in Cleveland, Ohio. | Finance |
Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Commercial Services |
- Stock Market
- Insiders
- Kathleen D. Speer
