Annie Silverstein (Ingaldson), CPA

Inquirer
DISC Type : cd

Director, Fund Accounting Transformation at HarbourVest Partners

Boston, Massachusetts, United States

Overview

Annie Silverstein is a Director of Fund Accounting Transformation at HarbourVest Partners, specializing in financial operations and process improvement. A CPA, she has progressed through several roles at the firm, building on her early career experience at PwC. She earned a Bachelors degree from Providence College and studied Finance at the London School of Economics.

Her career demonstrates a focused trajectory within a single firm, moving from Accounting Manager to Director while leading transformation initiatives.

Personality Overview

Hard To Convince

Demanding

Upfront

They don’t always try to control the conversation but neither do they like yielding it fully.  They focus on objectivity in a pitch and pay little attention to bells and whistles. They care equally about the product and its potential impact.

Topics They Care About

Fund Accounting
Her entire career at HarbourVest Partners has been in fund accounting, culminating in her current leadership role in the space.
Financial Transformation
Her title and promotions are specifically in "Fund Accounting Transformation, " indicating this is her core professional focus and expertise.
Process Improvement
[Predicted] Her role in "Transformation" suggests a strong focus on enhancing and optimizing financial systems and accounting workflows.

Media Appearances

Annie has no verified media appearances

Work History

3-2026
Director, Fund Accounting Transformation at HarbourVest Partners
3-2024 - 3-2026
Assistant Controller, Fund Acounting Transformation at HarbourVest Partners
3-2023 - 3-2024
Accounting Manager at HarbourVest Partners
9-2015 - 2-2018
Assurance Associate at PwC
6-2014 - 8-2014
Assurance Intern at PwC

Education

2011 - 2015
Bachelor’s Degree from Providence College
2013 - 2013
Finance from The London School of Economics and Political Science (LSE)

More Information

Social Presence :

Prographics :

Exp : 5 Location : Boston, Massachusetts, United States Job Level : Mid-senior Designation : Director, Fund Accounting Transformation at HarbourVest Partners
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Insights For Selling To Annie

During A Call Or A Meeting

DO's

  • Make sure that you you respond to any queries from them quickly
  • Highlight the competitive differentiation of your product
  • Ask them questions confidently while doing discovery, don’t be apologetic

DONT's

  • Avoid long winding pitches, stay objective
  • Don't try too hard to get friendly, let it happen with time
  • Refrain from asking too many questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Annie is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Annie

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Annie move?

  • Their decision making speed is somewhere in the middle.
  • Can Annie take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Annie

Personality Compatibility


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