John Smallstey Email & Phone Number
Head of Operations and Finance @ Bequest Legacy Investing
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John Smallstey Location
- Florida, United States
John Smallstey Work
- Head of Operations and Finance @ (October 2026 - Present)
- Principal Advisor (Part-time Advisory) @ Land O' Lakes Financial Solutions, LLC (December 2025 - Present)
- Fund Accounting Manager @ (April 2026 - October 2026)
- Controller @ (November 2025 - January 2026)
- Manager @ (July 2024 - October 2025)
- Manager @ South Watch LLC (January 2024 - July 2024)
- Manager @ (July 2023 - January 2024)
- Controller @ (May 2022 - March 2023)
- Accounting Manager @ (May 2013 - April 2022)
- Assistant Manager @ (August 2010 - April 2013)
- Senior Auditor @ (October 2009 - August 2010)
- Senior Auditor @ (October 2005 - April 2009)
John Smallstey Education
- Montclair State University
Bachelor (Accounting/Finance)
2001-2005
John Smallstey Skills
- Accounting
- Artificial Intelligence (AI)
- Auditing
- Broker-Dealer Operations
- CPA
- Cash Flow Forecasting
- Consumer Products
- Financial Analysis
- Financial Reporting
- Financial Services
- Financial Statements
- Fund Accounting
- Fund Administration
- Fund Services
- Fund of Funds (FOF)
- Hedge Funds
- Microsoft Excel
- Private Credit
- Private Equity
- Small Business Accounting
- Tax
- US GAAP
- Valuation Modeling
John Smallstey Summary
- John Smallstey, based in Florida, United States, is currently a Head of Operations and Finance at Bequest Asset Management. John Smallstey brings experience from previous roles at Land O' Lakes Financial Solutions, LLC, Gen II Fund Services, Bequest Asset Management and Integrated Solutions. John Smallstey holds a 2001 - 2005 Bachelor in Accounting/Finance @ Montclair State University. With a robust skill set that includes Accounting, Artificial Intelligence (AI), Auditing, Broker-Dealer Operations, CPA and more. John Smallstey has 2 emails and 1 mobile phone numbers on RocketReach.
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