Since 2010, Maximilian Caldwell has been working in The Carlyle Group. Maximilian is an experienced Vice President and Controller, Carlyle Direct Lending with over 20 years of work experience. According to Maximilian's CV and work profile, Maximilian Caldwell has worked at more than five companies with numerous backgrounds and gained different skills. Maximilian attended school at the Fordham University from 2006 to 2007. This professional has professional certification in Certified Public Accountancy and Series 27 - Financial and Operations Principal. Maximilian can be found in New York, New York – where the professional currently lives. You can search for the person's contacts. We can also provide you with exhaustive contact information upon request.
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Max Caldwell
Last updated Jun 07, 2024
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Work History
Vice President and Controller, Carlyle Direct Lending
VP Fund Management and Controller on Carlyle's BDCs, TCG BDC, Inc. (NASDAQ: CGBD / June 2017 IPO / $2.2bn AUM, plus $1.3bn AUM joint venture / 2013 launch) and TCG BDC II, Inc. (private / $1...
Feb 2010 — May 2019
Vice President of Finance
Rye, NY
GAMCO Investors, Inc.: VP - Finance G.distributors, LLC: Financial & Operations Principal (FINOP)
from May 2019
Senior Auditor, Assurance and Advisory Business Services
Responsible for gaining an understanding of the client’s business and performing audit procedures in accordance with the firm’s global audit methodology to ensure accuracy of the reporting o...
Sep 2007 — Feb 2010
Corporate Finance, Transaction Advisory Services
Intern in the finance group during college, working 20+ hours during the school year and full-time over the summer. Assisted in gathering, manipulating and synthesizing large amounts of data...
Dec 2005 — Jun 2007
Dockmaster and Race Committee and Head Rowing Instructor
Worked 7 summers in various capacities. Operated the launch service for 4 years: in charge of the dock and mooring field, drove people to and from their boats, and scheduling for 2 other lau...
Jun 1999 — Aug 2005
Education
2006 — 2007
2003 — 2006
2001 — 2003
Occupations
Executive
Vice President of Finance
Vice President
Accountant
Controller
Financial Director
Chief Accountant
Investor
Manager
Professor
School Principal
Financial Manager
Chief Executive
Financial Officer
Account Manager
Operations Manager
School Administrator
Educational Manager
Skills
Bdcs
Accounting
Finance
Auditing
Financial Analysis
Hedge Funds
Private Equity
Financial Modeling
Us Gaap
Due Diligence
Investments
Valuation
Financial Reporting
Corporate Finance
Internal Controls
Asset Management
Gaap
Sarbanes Oxley Act
Microsoft Excel
U.s. Securities and Exchange Commission
Bdc
Fund Administration
U.s. Sec Filings
Financial Accounting
Management