Operating Team

Penny Breen Photo Penny Breen
PB Group LLC, Outsource Consultant

Penny manages all finance and administration functions of the firm; including financial reporting, tax reporting, compliance, human resources, and investor relations. She works closely with Investing Partners on all deal closings and tracking of investment performance. Penny brings more than 26 years of financial and entrepreneurial experience to Kodiak.

Prior to joining Kodiak, Penny served as a finance consultant at Globespan Capital Partners, a venture capital firm focusing on information technology investments, where she was responsible for working various high level accounting and tax projects, as well as, assisting with the development of dashboards for Investing Partners. Prior to her consulting work, Penny was CFO at Delta Global Trading with responsibilities for trading, hedging strategies, trading relationships, finance, operations, and compliance. Delta was a hedge fund specializing in global fixed income and derivative markets, and one of the many investing groups of Paloma Partners.

Penny grew up in an entrepreneurial family going back many generations and she fulfilled one of her life dreams of creating and owning her own couture boutique. Her target market was professional woman desiring one-stop shopping for professional, casual and evening attire. The business was successful during many market upheavals and the decrease in discretionary spending. Prior to owning her own business, Penny was with Millipore Corporation as a Manager of Finance, Talbots as in Internal Auditor and Internal Control Specialist, and started her career in Public Accounting.

Penny is an active member of the Bentley Executive Club, Women in Alternative Assets, and WAVE. Active in several local community and civic organizations, she has been instrumental in raising funds for community organizations.

Penny has a B.S. in Accounting from Bentley University.

Statement of Purpose
"My goal within an organization is to drive and develop the finance group to add incredible value to the Investment team and the organization as a whole. To create a team atmosphere and collaborate with all to get to the best possible outcome for Investors and Companies. Lead by example and encourage all to do the same where ever they fall within the organization."