First Winthrop Corp
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First Winthrop Corp Employees
Ackman-Ziff January 2012 - Present
Winthrop Realty Partners April 2005 - January 2012
First Winthrop Corp April 2001 - April 2005
Skills
Retail, Excel, Structured Finance, Bloomberg, Microsoft Office, Real Estate Investment, Property Management, Dispositions, Asset Management, Financial Analysis, Valuation, Financial Modeling, Asset Managment, Disposition, Real Estate, CMBS, Mezzanine, Equities, Underwriting, Real Estate Economics, Joint Ventures, Due Diligence, Investments, Real Estate Development, Finance, Real Estate Transactions, Loan Origination, Real Estate Financing, Commercial Real Estate, Investment Properties, Leases, Property, Acquisitions, Microsoft Excel, Brokerage, Corporate Real Estate
Education
Tufts University
Magna Cum Laude
D'Amore-McKim School of Business at Northeastern University
Dean's Graduate Scholar
University of Ghana
Semester Abroad
PTC July 2015 - Present
PTC November 2014 - June 2015
EMC November 2010 - November 2014
Hollingsworth & Vose Company July 2010 - October 2010
First Winthrop Corp. May 2008 - August 2008
Skills
Variance Analysis, Microsoft Office, Microsoft Excel, Leadership, Microsoft Word, Research, Time Management, Program Management
Education
The College of Wooster 2006 — 2010
Bachelor's degree, Mathematics
Fontbonne Academy 2002 — 2006
High School Diploma
First Winthrop Corp May 2008 - Present
AREA Property Partners LP 2008 - Present
AREA Property Partners LP (formerly Apollo Real Estate Advisors) 2008 - Present
Apollo Real Estate Advisors January 2008 - April 2008
BearingPoint 2007 - 2008
David Landau & Associates June 2007 - December 2007
Corporate Finance Group, Inc. September 2006 - March 2007
Morales Associates, Inc August 2002 - September 2006
Avis Investment Holding, Inc January 1995 - December 2001
HomeviewJamaica.com 1998 - 2001
Skills
Financial Analysis, Real Estate, Financial Modeling, Private Equity, Financial Reporting, Asset Managment, Valuation, Real Estate Economics, Accounting, Mergers, Property Management, Sarbanes-Oxley Act, Real Estate Development, Internal Controls, Management Consulting, Strategic Planning, Budgets, Process Improvement, Investments, Forecasting, Mergers & Acquisitions, Disposition, Finance, Asset Management, Real Estate Transactions, Due Diligence
Education
Capella University 2007 — 2008
Masters Program, Finance & Accounting
Wittenberg University 1963 — 1967
BS, Finance & Accounting
First Winthrop Corp May 2005 - June 2014
CB Richard Ellis August 2001 - May 2005
Harvard Pilgrim Health Care June 1999 - August 2001
Harvard Pilgrim Health Care August 1996 - June 1999
Skills
Account Reconciliation, Accounting, General Ledger, Financial Statements, Bank Reconciliation, Budgets, Cash Management, Finance, Financial Audits, Corporate Finance, Financial Analysis, Financial Reporting, MRI Software, Balance, GAAP, Sarbanes-Oxley Act
Education
Curry College 1999 — 2000
Certificate, Accounting
Boston University 1992 — 1996
BA, Psychology and Economics
NQHS
Artery Capital Group December 2012 - Present
New Classics By Sandy Spring Builders. September 2008 - November 2012
Gary Lee Development July 2002 - December 2008
Andersen Corporate Finance/Arthur Andersen LLP December 1997 - May 2002
NHP Inc. September 1992 - November 1997
First Winthrop Corp October 1984 - May 1992
Skills
Mergers, Due Diligence, Private Equity, Joint Ventures, Corporate Finance, Financial Modeling, Financial Analysis, Strategic Planning, Contract Negotiation, Asset Management, Business Development, Capital Markets, Commercial Real Estate, Contract Management, Real Estate Economics, Executive Management, Entrepreneurship, Finance, Investments, Investors, Management, Managerial Finance, Mergers, Real Estate, Real Estate Development, Strategic Partnerships
Education
Boston University 1979 — 1984
Bachelor of Science, School of Management
Tyler, Simms & St. Sauveur, CPAs October 2012 - Present
Wilkinson Consulting May 2011 - October 2012
Kaufman, Rossin & Co. September 2009 - April 2011
DiCicco, Gulman & Company January 2008 - January 2009
Deloitte Tax LLP May 2002 - July 2007
Arthur Andersen LLP March 1997 - May 2002
Reznick Group December 1995 - March 1997
First Winthrop Corp April 1985 - December 1995
Coopers & Lybrand January 1983 - April 1985
Skills
Federal Tax, State Taxation, Public-private..., Partnership Taxation, Tax Research, International..., Partnership Accounting, Equity Transactions, Complex Transactions, S Corporations, Federal Taxation, Entity Selection, Use Tax, Tax Return Preparation, Cost Segregation, Purchase Price..., Intangible Assets, Private Equity/Venture..., Buyouts, Recapitalizations, Work-outs, CMBS, Distressed Property, Real Estate Negotiation, Section 8, LIHTC, REO, 1031 Exchanges, High Net Worth..., Section 704(b), Hedge Funds, Distressed Debt, Corporate Tax, Tax Accounting, Deal Structuring, Private Placements, Alternative Investments, Real Estate Investment, Aircraft Leasing, Payroll Taxes, Training & Development, Equity Valuation, Mergers, Due Diligence, Private Equity, Tax, US Tax, Mergers & Acquisitions, Negotiation, Real Estate Transactions
Education
D'Amore-McKim School of Business at Northeastern University 1980 — 1983
Masters, Information Systems
Northeastern University 1975 — 1980
Bachelor of Science with Honor, Criminal Justice
Memorial High School 1971 — 1975
Diploma
RiverOak Investment Corp., LLC January 2000 - Present
Stearns and Yerrall June 1986 - October 1994
First Winthrop Corp August 1984 - June 1986
Skills
Property Negotiations, Asset Managment, Investment Properties, Investor Sales, Deal Sourcing, Corporate Real Estate, Negotiation, Real Estate Transactions, Real Estate Economics, Equities, Disposition, Commercial Real Estate, Financial Structuring, Real Estate Financing
Education
Columbia University - Columbia Business School 1982 — 1984
MBA, Real Estate Finance
Amherst College 1974 — 1979
Bachelor of Science (BS), Economics
The Community Builders, Inc. March 2008 - Present
MMA Financial May 2003 - February 2008
The Community Builders, Inc. May 1986 - April 2003
First Winthrop Corp August 1980 - May 1986
Skills
Asset Managment, Investor Reporting, LIHTC, Affordable Housing, Tax Credits, Real Estate Economics, Real Estate, Asset Management, Portfolio Management, Analysis, Property, Disposition, Leases, Real Estate Transactions
Education
Bentley University 1982 — 1989
MBA, Finance
Northeastern University 1975 — 1980
Bachelors, Economics, Summa Cum Laude
InterSystems 2013 - Present
Bentley University July 2011 - Present
The Princeton Review December 2008 - August 2011
El Dorado Marketing Group 2006 - 2008
Celt Corporation 2004 - 2005
Bentley College 2000 - 2004
Learn to Grow, Inc. 1996 - 2000
First Winthrop Corp 1988 - 1994
Feeley & Driscoll, P.C. 1987 - 1988
Skills
Sarbanes-Oxley Act, Accounting, Financial Analysis, Tax, Financial Reporting, GAAP, Auditing, CPA, Cash Flow, Cash Management, Corporate Finance, Corporate Tax, Finance, Financial Accounting, Financial Audits, Financial Modeling, General Ledger, Internal Controls, Mergers, Microsoft Excel, Payroll, QuickBooks, Start-ups, US GAAP, Accounts Payable, Variance Analysis, PeopleSoft
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1988 — 1992
MST
Bentley University 1981 — 1985
BS
My Virtual CFO August 2010 - Present
Structurvest June 2012 - December 2014
H2O Applied Technologies April 2013 - June 2014
CWCapital October 2011 - March 2013
First Winthrop Corp July 2006 - August 2011
Benco Construction December 2005 - November 2006
Kimrick, LP November 2004 - November 2005
Diversafile, LLC July 2003 - October 2004
Caporicci, Cropper & Larson, LLC May 2000 - July 2000
Skills
Financial Reporting, Accounting, Financial Analysis, QuickBooks, Finance, Corporate Finance, Strategic Financial..., Investments, Auditing, Financial Statements, GAAP, Budgets, Tax Returns, Forecasting, Tax, Management, Bookkeeping, Microsoft Excel, Consolidation, Account Reconciliation, Access, Microsoft Office, Small Business, Financial Modeling, Microsoft Word, Internal Controls, SEC filings, Mergers & Acquisitions, Cost Accounting, General Ledger, Investment Properties, Financial Accounting, US GAAP, Executive Management, Income Tax, CPA, Cash Flow, Sarbanes-Oxley Act, Training, Software Implementation, Start-ups, Due Diligence, Accounts Payable, Process Engineering, Xero, Efficiency Analysis, Small Business..., Real Estate Investment, Accounts Receivable, SEC reporting
Education
The University of Texas at Arlington 2003 — 2006
BBA, Accounting
Brigham Young University 1996 — 2002
Freddie Mac December 2014 - Present
T. Rowe Price (Consultant) April 2013 - January 2015
Fannie Mae (Consultant) November 2011 - September 2012
Tufts Medical Center September 2009 - July 2011
First Winthrop Corp. June 2006 - March 2009
Reebok International 1999 - 2006
Commonwealth of Massachusetts, Controller's Ofc. April 1996 - July 1999
Skills
Access, Business Analysis, Visio, Excel, Cognos, RequisitePro, Requirements Gathering, Data Analysis, HP Quality Center, Rational Clear Quest, Siemens Invision, SAP R/3, Business Objects, Crystal Reports, MRI Software, Monarch Pro, Boston Workstation, HTML, Process Improvement, Microsoft Office, Requirements Analysis, Business Intelligence, SDLC, SharePoint, Microsoft Excel
Education
Northeastern University
Winthrop Management April 2013 - Present
First Winthrop Corp 2004 - June 2012
Winthrop Realty Trust 2004 - June 2012
Arthur Andersen LLP 1981 - 1988
Skills
Due Diligence, Financial Modeling, Asset Managment, SEC Financial Reporting, Real Estate, US GAAP, Financial Analysis, Financial Reporting, Asset Management, Accounting, Internal Controls, Auditing, Forecasting, SEC filings, Budgets, Valuation, Investments, Real Estate Economics, Mergers & Acquisitions, Finance, Disposition, Corporate Finance, GAAP, Financial Accounting, Sarbanes-Oxley Act, Restructuring, Business Valuation, SEC Filings
Education
Babson College 1980 — 1981
MBA
Colby College 1974 — 1978
WS Packaging Group 2004 - Present
Promo Edge Division May 1996 - August 2004
F.A. Davis 1993 - 1996
First Winthrop Corp 1989 - 1993
Education
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1999
MBA, Marketing
University of Vermont 1981 — 1985
BA, English & Polical Science
Winthrop Management November 2012 - Present
Bell Partners Inc February 2012 - November 2012
Grubb and Ellis October 2008 - April 2011
Steven D. Bell & Company March 2007 - October 2008
Colonial Properties Trust 2006 - February 2007
Cornerstone Reality Income Trust 1995 - 2006
First Winthrop Corp July 1993 - December 1995
Knight Austin January 1986 - July 1993
Skills
Apartments, PowerPoint, Rentals, Property Management, Leases, Location Intelligence, OneSite, Contract Negotiation, Sales, Real Estate, Budgets, Yardi, AMSI, Fair Housing, Yardi Voyager, Lease Administration, Real Estate Development
Education
Art Institute of Philadelphia 1983 — 1985
Interior Design
Art Institute of Philadelphia
Salem high school
Iron Mountain September 2014 - Present
Iron Mountain September 2013 - May 2014
Iron Mountain June 2012 - September 2013
Iron Mountain February 2010 - June 2012
Iron Mountain June 2008 - February 2010
Iron Mountain August 2003 - May 2008
First Winthrop Corp October 2001 - August 2003
Ernst & Young August 1996 - September 2001
Skills
Enterprise Reporting..., Consolidations,..., SEC Financial Reporting, Enterprise Systems..., Accounting for Income..., Purchase Accounting, Budgeting and..., Management Reporting, Real Estate Accounting, Restructuring
Education
Boston College - Wallace E. Carroll Graduate School of Management 2003 — 2006
MSF, Finance
University of Georgia - Terry College of Business 1992 — 1996
First Winthrop Corp October 2008 - Present
First Marblehead May 2007 - October 2008
Enterprise Rent-A-Car 2005 - 2007
Skills
QuickBooks, Internal Controls, Tax, Financial Reporting, Fixed Assets, Auditing, Account Reconciliation, Finance, Financial Analysis, Sarbanes-Oxley Act, Accounting, Budgets, Financial Modeling, GAAP, Accounts Receivable, Financial Statements, US GAAP, Accounts Payable, Financial Accounting, General Ledger
Education
UMass Boston 2001 — 2005
Bachelor's degree, Accounting and Finance
Potomac Realty Capital March 2007 - Present
First Winthrop Corp 2001 - 2007
Education
The University of Edinburgh 1999 — 2000
Western Michigan University 1987 — 1992
BS, Political Science and Economics
Edelstein & Company LLP December 2013 - Present
Novogradac & Company LLP October 2009 - December 2013
RSM McGladrey November 2005 - October 2009
First Winthrop Corp 2001 - 2005
Ernst & Young 2000 - 2001
Reznick Group 1998 - 2000
reznick 1998 - 2000
Skills
Tax, Accounting, Auditing, GAAP, CPA, Financial Analysis, Financial Reporting, Due Diligence, Partnership Taxation, Corporate Tax, Internal Controls, US GAAP, Real Estate, Income Tax, Financial Modeling, Tax Preparation, Tax Accounting, General Ledger, Tax Returns, Tax Research, Financial Accounting, Financial Statements, SEC filings, QuickBooks
Education
Bentley University 1994 — 1998
BS, Accountacy
St. John's Prep 1990 — 1994
degree, liberal arts
AEW Capital Management 2007 - 2009
Deutsche Bank Berkshire Mortgage 1993 - 2007
First Winthrop Corp 1987 - 1993
Claremont Financial Services 1985 - 1987
Boston Financial Group 1984 - 1985
Education
Simmons College - Simmons School of Management 1982 — 1983
MBA
First Winthrop Corp December 2005 - Present
Winthrop Realty Trust 2005 - Present
Skills
Tax, Accounting, Tax Research, Corporate Tax, Tax Accounting, Tax Preparation, SEC filings, GAAP, Income Tax, Partnership Taxation, CPA, International Tax
Education
Bentley University
MST, Taxation
CRA International February 2006 - Present
Standish Mellon Asset Management July 2001 - February 2006
Standish Ayer & Wood November 1999 - July 2001
General Investment & Development June 1994 - March 1999
Winthrop Managment August 1989 - June 1994
First Winthrop Corp August 1989 - June 1994
Skills
Accounts Payable, Accruals, Account Reconciliation, Financial Reporting, General Ledger, Invoicing, Accounting, Financial Analysis, Expenses, Journal Entries, Sarbanes-Oxley Act, SEC filings, Budgets, Due Diligence, GAAP, Revenue Recognition, Fixed Assets, Finance, Variance Analysis, Microsoft Dynamics SL, Cash Management, Accounts Receivable, Internal Controls, US GAAP
Education
Bunker Hill Community College 1984 — 1987
Associates, Liberal Arts
Brookwood Financial Partners, LLC March 2011 - Present
Basiques March 2010 - March 2011
Glen Urquhart School September 1999 - December 2009
Morgan Stanley Smith Barney 2000 - 2002
First Winthrop Corp September 1983 - June 1993
Skills
Fundraising, Policy, Marketing, Strategic Planning, Sales, Public Speaking, Social Media, Negotiation, Training, Contract Negotiation, Real Estate, Start-ups
Education
Boston University School of Law 1986 — 1988
LLM, Tax
UNH School of Law 1980 — 1983
JD, Law
Wellesley College 1974 — 1978
BA, Political Science and Government
Flag Wharf, Inc. March 2010 - March 2012
First Winthrop Corp September 2007 - January 2008
BARKAN MANAGEMENT November 2006 - August 2007
Loomis Fargo February 2005 - August 2005
Princeton Properties August 2000 - November 2003
General Investment August 1998 - March 2000
Skills
General Ledger
Education
Bentley University
CHS June 2012 - Present
Hawkins, Inc. April 2010 - May 2012
Delta Air Lines July 2009 - January 2010
Northwest Airlines May 2008 - June 2009
Northwest Airlines December 2005 - May 2008
Northwest Airlines November 2001 - December 2005
Northwest Airlines March 2000 - November 2001
First Winthrop Corp January 1998 - April 2000
Popp Telcom October 1995 - December 1997
Skills
SEC Reporting, Technical Accounting, Sarbanes-Oxley..., Account Reconciliation, Accounting, Cash Flow, Finance, Financial Reporting, Financial Statements, Fixed Assets, GAAP, Mergers & Acquisitions, Process Improvement, SEC filings, Sarbanes-Oxley, Consolidation, Investments, SEC Filings, Sarbanes-Oxley Act, Tax
Education
Boston College 1991 — 1995
BS, Accounting