With 25 years of experience, Caroline has developed deep expertise in financial strategy, investment planning, and operational efficiency. She excels in managing complex financial transactions and optimizing multi-state operations. Her collaborative approach involves partnering with multiple stakeholders, fund administrators, and legal teams to create tailored strategies that drive growth and maximize value. With a focus on venture capital, real estate organizations, and family offices, Caroline helps clients navigate strategic decisions that align with their long-term goals.
Caroline currently leads Finance at R7, where she oversees all aspects of financial management, including reporting, valuations, and compliance. She works closely with fund administrators to ensure seamless reporting across entities, manages annual audits, and provides strategic insights to support operational growth.
Caroline holds a Master of Taxation degree from Golden Gate University, along with a Certificate in Estate Planning. She earned dual Bachelor of Science degrees in Accounting and Finance from the University of Arizona and maintains her CPA licenses in California and Illinois.