CNL Retirement Corp.
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CNL Retirement Corp. Employees
Employee
Years
Job
Industry
Sonya Brauer Sonya Brauer's CNL Retirement Corp. Experience January 2004 - December 2006
Job Manager of South East Ramp at Orlando Sanford International Airport
Industry Real Estate
Experience
South East Ramp / Winter Park Construction November 2012 - Present
CNLBank April 2012 - November 2012
CNLBank December 2006 - March 2012
CNLBank December 2006 - March 2012
CNL Retirement Corp. January 2004 - December 2006
CNL Financial Group January 1998 - December 2006
CNL Financial Group, Inc. January 1998 - January 2004
Lincoln Property Company February 1995 - January 1998
Skills
Construction Management, Facilities Management, Contract / Lease..., Due Diligence, Property Management, Contractual Agreements, Lease Negotiations, Contract Negotiation, Real Estate Development, Project Planning, Interior Design, Management, Process Scheduler, Space-planning, Real Estate, Real Estate Transactions, Negotiation, Mixed-use, Team Building, System Administration, Commercial Real Estate, Residential Homes, Feasibility Studies, Customer Service, Retail, Procurement, Renovation, Land Acquisition, Location Intelligence, Asset Managment, Banking, Contract Management, Corporate Real Estate, Disposition, Construction, Portfolio Management, Budgets, Strategic Planning, Real Estate Economics, Leases, Financial Analysis, Asset Management, Finance, Human Resources, Entitlements, Leadership, Project Management, Process Improvement, Brokerage, Executive Management
Education
Seminole State College of Florida 1987 — 1988
Certificate, Computer Software
Lake Howell High School 1981 — 1984
High School, General Studies
South East Ramp / Winter Park Construction November 2012 - Present
CNLBank April 2012 - November 2012
CNLBank December 2006 - March 2012
CNLBank December 2006 - March 2012
CNL Retirement Corp. January 2004 - December 2006
CNL Financial Group January 1998 - December 2006
CNL Financial Group, Inc. January 1998 - January 2004
Lincoln Property Company February 1995 - January 1998
Skills
Construction Management, Facilities Management, Contract / Lease..., Due Diligence, Property Management, Contractual Agreements, Lease Negotiations, Contract Negotiation, Real Estate Development, Project Planning, Interior Design, Management, Process Scheduler, Space-planning, Real Estate, Real Estate Transactions, Negotiation, Mixed-use, Team Building, System Administration, Commercial Real Estate, Residential Homes, Feasibility Studies, Customer Service, Retail, Procurement, Renovation, Land Acquisition, Location Intelligence, Asset Managment, Banking, Contract Management, Corporate Real Estate, Disposition, Construction, Portfolio Management, Budgets, Strategic Planning, Real Estate Economics, Leases, Financial Analysis, Asset Management, Finance, Human Resources, Entitlements, Leadership, Project Management, Process Improvement, Brokerage, Executive Management
Education
Seminole State College of Florida 1987 — 1988
Certificate, Computer Software
Lake Howell High School 1981 — 1984
High School, General Studies
Matthew Huggins Matthew Huggins's CNL Retirement Corp. Experience 2003 - 2007
Job General Counsel at PowerDMS
Industry Legal Services
Experience
PowerDMS 2014 - Present
Google 2009 - 2014
Matthew P. Huggins, Chartered 2008 - 2009
OneOncology, Inc. 2007 - 2008
CNL Retirement Corp. 2003 - 2007
Miller & Martin PLLC 1997 - 2002
Baker Donelson 1993 - 1997
Skills
Corporate Law, Contract Negotiation, Start-ups, Internet Companies, Senior Living..., Due Diligence, Licensing, Restructuring, Strategic Partnerships, Mergers, Intellectual Property, Middle Market, Private Equity, Corporate Governance, Securities Regulation, Mergers & Acquisitions, Litigation, E-commerce, Joint Ventures, Venture Capital, Acquisitions, Gigs
Education
Emory University School of Law 1990 — 1993
JD
Wheaton College 1986 — 1990
BA, English Literature
PowerDMS 2014 - Present
Google 2009 - 2014
Matthew P. Huggins, Chartered 2008 - 2009
OneOncology, Inc. 2007 - 2008
CNL Retirement Corp. 2003 - 2007
Miller & Martin PLLC 1997 - 2002
Baker Donelson 1993 - 1997
Skills
Corporate Law, Contract Negotiation, Start-ups, Internet Companies, Senior Living..., Due Diligence, Licensing, Restructuring, Strategic Partnerships, Mergers, Intellectual Property, Middle Market, Private Equity, Corporate Governance, Securities Regulation, Mergers & Acquisitions, Litigation, E-commerce, Joint Ventures, Venture Capital, Acquisitions, Gigs
Education
Emory University School of Law 1990 — 1993
JD
Wheaton College 1986 — 1990
BA, English Literature
Daryl Davis, CPA Daryl Davis, CPA's CNL Retirement Corp. Experience 2005 - 2007
Job Controller at Hollywood Detox Center
Industry Accounting
Experience
Hollywood Detox Center March 2015 - Present
Daryl D. Davis, CPA May 2003 - Present
Physicians United Plan August 2012 - July 2014
Dorado Services, Inc. February 2011 - January 2012
Roadway Management, Inc. April 2010 - March 2011
HCP, Inc. 2004 - November 2009
CNL Retirement Corp. 2005 - 2007
CNL Retirement Corp. 2004 - 2005
Shores, Tagman, Butler & Company, PA 1997 - 2003
Skills
Insurance, Real Estate Investment, Real Estate Development, Accounting, Cash Management
Education
Stetson University 1996 — 1997
Post-Bacc, Accounting
Stetson University 1992 — 1996
B.B.A., Accounting/General Business
Hollywood Detox Center March 2015 - Present
Daryl D. Davis, CPA May 2003 - Present
Physicians United Plan August 2012 - July 2014
Dorado Services, Inc. February 2011 - January 2012
Roadway Management, Inc. April 2010 - March 2011
HCP, Inc. 2004 - November 2009
CNL Retirement Corp. 2005 - 2007
CNL Retirement Corp. 2004 - 2005
Shores, Tagman, Butler & Company, PA 1997 - 2003
Skills
Insurance, Real Estate Investment, Real Estate Development, Accounting, Cash Management
Education
Stetson University 1996 — 1997
Post-Bacc, Accounting
Stetson University 1992 — 1996
B.B.A., Accounting/General Business
Lance Shook, M.B.A. Lance Shook, M.B.A.'s CNL Retirement Corp. Experience January 2004 - December 2004
Job Executive Vice President at Florida Orange Groves Winery
Industry Wine and Spirits
Experience
Key West Winery July 2015 - Present
Florida Orange Groves Inc. & Winery August 2010 - Present
Bank of Asheville November 2008 - August 2010
Discovery Land Company July 2006 - November 2008
Western Carolina University July 2005 - December 2007
CNL Retirement Corp. January 2004 - December 2004
Skills
Event Planning, Social Media, Marketing, Public Speaking, Sales Management, Commercial Banking, Commercial Lending, Banking, Branch Banking, Loans, Operations Management, Business Development, Leadership, New Business Development, Strategic Planning, Management, Sales, Financial Analysis, Budgets, Team Building, Account Management
Education
Western Carolina University 2005 — 2008
Master of Business Administration, Business
University of Central Florida - College of Business Administration 2000 — 2005
Finance, Finance
University of Central Florida 2000 — 2004
Business Administration, Finance
Key West Winery July 2015 - Present
Florida Orange Groves Inc. & Winery August 2010 - Present
Bank of Asheville November 2008 - August 2010
Discovery Land Company July 2006 - November 2008
Western Carolina University July 2005 - December 2007
CNL Retirement Corp. January 2004 - December 2004
Skills
Event Planning, Social Media, Marketing, Public Speaking, Sales Management, Commercial Banking, Commercial Lending, Banking, Branch Banking, Loans, Operations Management, Business Development, Leadership, New Business Development, Strategic Planning, Management, Sales, Financial Analysis, Budgets, Team Building, Account Management
Education
Western Carolina University 2005 — 2008
Master of Business Administration, Business
University of Central Florida - College of Business Administration 2000 — 2005
Finance, Finance
University of Central Florida 2000 — 2004
Business Administration, Finance
Christyne Albury's CNL Retirement Corp. Experience 1997 - 2007
Job First Vice President OREO Group at SunTrust Bank
Industry Real Estate
Experience
SunTrust Bank October 2009 - Present
Marcus & Millichap July 2009 - October 2009
Wyndham Vacation Ownership, Inc. July 2007 - November 2008
CNL Retirement Corp. 1997 - 2007
Lincoln Property Company 1993 - 1997
Skills
Disposition, Due Diligence, Asset Management, Investment Properties, Mergers & Acquisitions, Acquisitions, Finance, Negotiation, Property, REO, Team Building, Management, Real Estate Economics, Project Planning, Lease Negotiations, Leases, Contract Negotiation, Tenant, Commercial Real Estate, Mergers, Land Acquisition, Property Management, Real Estate Financing, Commercial Lending, Real Estate Transactions, Entitlements, Portfolio Management, Real Estate, Credit, Loans, Underwriting, Valuation, Real Estate Development, Investors, Banking, Commercial Mortgages, Financial Analysis, Location Intelligence, Feasibility Studies, Corporate Real Estate, Investments, Loss Mitigation, Brokerage, Asset, Dispositions
Education
University of Central Florida
Bachelor's degree, Legal Studies, General
SunTrust Bank October 2009 - Present
Marcus & Millichap July 2009 - October 2009
Wyndham Vacation Ownership, Inc. July 2007 - November 2008
CNL Retirement Corp. 1997 - 2007
Lincoln Property Company 1993 - 1997
Skills
Disposition, Due Diligence, Asset Management, Investment Properties, Mergers & Acquisitions, Acquisitions, Finance, Negotiation, Property, REO, Team Building, Management, Real Estate Economics, Project Planning, Lease Negotiations, Leases, Contract Negotiation, Tenant, Commercial Real Estate, Mergers, Land Acquisition, Property Management, Real Estate Financing, Commercial Lending, Real Estate Transactions, Entitlements, Portfolio Management, Real Estate, Credit, Loans, Underwriting, Valuation, Real Estate Development, Investors, Banking, Commercial Mortgages, Financial Analysis, Location Intelligence, Feasibility Studies, Corporate Real Estate, Investments, Loss Mitigation, Brokerage, Asset, Dispositions
Education
University of Central Florida
Bachelor's degree, Legal Studies, General
Rob Burgess Rob Burgess's CNL Retirement Corp. Experience 2002 - 2006
Job VP Project Management at ROC Seniors Housing Fund Manager
Industry Management Consulting
Experience
ROC Seniors Housing Fund Manage March 2014 - Present
Sonata Health Care February 2013 - February 2014
Senior Living Communities, LLC November 2006 - December 2012
CNL Retirement Corp. 2002 - 2006
Skills
Marketing, Real Estate Development, Strategic Planning, Customer Service, Team Building, Market Analysis, Project Planning, Marketing Strategy, Time Management, Management, New Business Development, Contract Management, Sales, Leadership, Residential Homes, Start-ups, Sales Management
Education
Clemson University 1988 — 1993
Bachelor of Science (BS), Construction Science and Management
ROC Seniors Housing Fund Manage March 2014 - Present
Sonata Health Care February 2013 - February 2014
Senior Living Communities, LLC November 2006 - December 2012
CNL Retirement Corp. 2002 - 2006
Skills
Marketing, Real Estate Development, Strategic Planning, Customer Service, Team Building, Market Analysis, Project Planning, Marketing Strategy, Time Management, Management, New Business Development, Contract Management, Sales, Leadership, Residential Homes, Start-ups, Sales Management
Education
Clemson University 1988 — 1993
Bachelor of Science (BS), Construction Science and Management
Chris Caputo Chris Caputo's CNL Retirement Corp. Experience July 2004 - April 2005
Job Portfolio Manager at Integrity Fixed Income Management, LLC
Industry Investment Management
Experience
Integrity Fixed Income Management, LLC April 2005 - Present
Episcopal Church of the Ascension January 2011 - December 2013
CNL Retirement Corp. July 2004 - April 2005
Trusco Capital Management August 2002 - July 2004
Skills
Portfolio Management, Finance, Nonprofits, Leadership Development, Microsoft Excel, Customer Service, Microsoft Word, Strategic Planning, Microsoft Office, PowerPoint, Stewardship, Research, Team Building, Coaching, Outlook
Education
Rollins College - Crummer Graduate School of Business 2000 — 2002
Master of Business Administration (MBA), Finance
University of West Florida 1996 — 1998
BA, Psychology
John Carroll University 1994 — 1996
Integrity Fixed Income Management, LLC April 2005 - Present
Episcopal Church of the Ascension January 2011 - December 2013
CNL Retirement Corp. July 2004 - April 2005
Trusco Capital Management August 2002 - July 2004
Skills
Portfolio Management, Finance, Nonprofits, Leadership Development, Microsoft Excel, Customer Service, Microsoft Word, Strategic Planning, Microsoft Office, PowerPoint, Stewardship, Research, Team Building, Coaching, Outlook
Education
Rollins College - Crummer Graduate School of Business 2000 — 2002
Master of Business Administration (MBA), Finance
University of West Florida 1996 — 1998
BA, Psychology
John Carroll University 1994 — 1996
Tammy Dailor Tammy Dailor's CNL Retirement Corp. Experience May 2003 - October 2006
Job Transaction Management at CBRE
Industry Real Estate
Experience
Dollar General September 2010 - March 2012
HCP October 2006 - May 2009
CNL Retirement Corp. May 2003 - October 2006
CNL Hotels & Resorts May 1997 - May 2003
Skills
Microsoft Office, Customer Service, Team Collaboration, Critical Thinking, Problem Solving, Process Improvement, Proactive self-starter, Learning Quickly, Highly resourceful, Organization, Retail, Hospitality Management, Medical Office
Education
University of Central Florida 1995 — 1997
Bachelor's in Business Administration
Western Washington University 1991 — 1993
Dollar General September 2010 - March 2012
HCP October 2006 - May 2009
CNL Retirement Corp. May 2003 - October 2006
CNL Hotels & Resorts May 1997 - May 2003
Skills
Microsoft Office, Customer Service, Team Collaboration, Critical Thinking, Problem Solving, Process Improvement, Proactive self-starter, Learning Quickly, Highly resourceful, Organization, Retail, Hospitality Management, Medical Office
Education
University of Central Florida 1995 — 1997
Bachelor's in Business Administration
Western Washington University 1991 — 1993
Cetin Aygen's CNL Retirement Corp. Experience October 2003 - September 2007
Job VP, Fund Management at CNL Financial Group
Industry Commercial Real Estate
Experience
CNL Financial Group December 2011 - Present
Servant Healthcare Investments October 2007 - April 2012
CNL Retirement Corp October 2003 - September 2007
Koc Holding A.S. July 1997 - June 2001
Skills
Valuation, Mergers, Underwriting, Financial Modeling, Financial Analysis, Due Diligence, Asset Managment, Real Estate Economics, Investments, Financial Reporting, Portfolio Management, Finance, Asset Management, Mergers & Acquisitions
Education
Rollins College - Crummer Graduate School of Business 2001 — 2002
MBA
Boğaziçi University 1993 — 1997
BA
CNL Financial Group December 2011 - Present
Servant Healthcare Investments October 2007 - April 2012
CNL Retirement Corp October 2003 - September 2007
Koc Holding A.S. July 1997 - June 2001
Skills
Valuation, Mergers, Underwriting, Financial Modeling, Financial Analysis, Due Diligence, Asset Managment, Real Estate Economics, Investments, Financial Reporting, Portfolio Management, Finance, Asset Management, Mergers & Acquisitions
Education
Rollins College - Crummer Graduate School of Business 2001 — 2002
MBA
Boğaziçi University 1993 — 1997
BA
Darren Morse's CNL Retirement Corp. Experience 2004 - 2006
Job Project Manager, West Florida Region
Industry Real Estate
Experience
Kitson & Partners March 2007 - Present
Colonial Properties Trust June 2006 - February 2007
CNL Retirement Corp. 2004 - 2006
Skills
Real Estate, Real Estate Development, Finance, Commercial Real Estate, Investment Properties, Asset Management, Contract Negotiation, Dispositions, Financial Analysis
Education
University of Florida 2000 — 2004
University of Florida - Warrington College of Business Administration 2000 — 2004
BSBA, Finance Major, Urban Planning Minor
Lake Howell High School 1997 — 2000
Kitson & Partners March 2007 - Present
Colonial Properties Trust June 2006 - February 2007
CNL Retirement Corp. 2004 - 2006
Skills
Real Estate, Real Estate Development, Finance, Commercial Real Estate, Investment Properties, Asset Management, Contract Negotiation, Dispositions, Financial Analysis
Education
University of Florida 2000 — 2004
University of Florida - Warrington College of Business Administration 2000 — 2004
BSBA, Finance Major, Urban Planning Minor
Lake Howell High School 1997 — 2000
John Mark Ramsey's CNL Retirement Corp. Experience 2003 - 2007
Job President, CEO, and Board Member at Sentio Healthcare Properties, Inc.
Industry Real Estate
Experience
Sentio Investments, LLC January 2012 - Present
Sentio Healthcare Properties, Inc. January 2012 - Present
Servant Healthcare Investments May 2007 - December 2011
CNL Retirement Corp. 2003 - 2007
Skills
Investment Properties, Investments, Brokerage, Due Diligence, Real Estate Transactions, Real Estate, Real Estate Economics, Real Estate Development, Acquisitions, Real Estate Financing, Forecasting, Property Management, Financial Modeling, Finance, Private Equity, Asset Management
Education
Florida State University - College of Business 1991 — 1993
Sentio Investments, LLC January 2012 - Present
Sentio Healthcare Properties, Inc. January 2012 - Present
Servant Healthcare Investments May 2007 - December 2011
CNL Retirement Corp. 2003 - 2007
Skills
Investment Properties, Investments, Brokerage, Due Diligence, Real Estate Transactions, Real Estate, Real Estate Economics, Real Estate Development, Acquisitions, Real Estate Financing, Forecasting, Property Management, Financial Modeling, Finance, Private Equity, Asset Management
Education
Florida State University - College of Business 1991 — 1993
Miranda Steele-Sobon's CNL Retirement Corp. Experience 2003 - 2005
Job Financial Reporting Manager
Industry Telecommunications
Experience
TIAA-CREF August 2007 - May 2014
Starwood Vacation Ownership 2005 - 2006
CNL Retirement Corp. 2003 - 2005
CNL 2001 - 2003
Skills
Financial Reporting, Financial Analysis, Accounting, GAAP, General Ledger, Real Estate, Account Reconciliation, Banking
Education
Florida Metropolitan University 2000 — 2002
MBA, Accounting
University of Central Florida - College of Business Administration 1997 — 1999
BSBA, Accounting
Solano Community College 1994 — 1997
AA/AS, Liberal Arts/Business
TIAA-CREF August 2007 - May 2014
Starwood Vacation Ownership 2005 - 2006
CNL Retirement Corp. 2003 - 2005
CNL 2001 - 2003
Skills
Financial Reporting, Financial Analysis, Accounting, GAAP, General Ledger, Real Estate, Account Reconciliation, Banking
Education
Florida Metropolitan University 2000 — 2002
MBA, Accounting
University of Central Florida - College of Business Administration 1997 — 1999
BSBA, Accounting
Solano Community College 1994 — 1997
AA/AS, Liberal Arts/Business
Rebecca M Monroe, CPA's CNL Retirement Corp. Experience 2001 - 2006
Job Vice President of Asset Management at CNL Financial Group
Industry Real Estate
Experience
CNL Financial Group May 2013 - Present
Starwood Vacation Ownership February 2012 - May 2013
Brookdale Senior Living July 2009 - December 2011
Heritage Green July 2007 - April 2010
CNL Retirement Corp. 2001 - 2006
Capmark 1997 - 2000
Skills
Financial Analysis, Financial Reporting, Real Estate Development, Asset Management, Finance, Due Diligence, Financial Modeling, Financial Services
Education
Samford University 1993 — 1999
MBA, Accounting
CNL Financial Group May 2013 - Present
Starwood Vacation Ownership February 2012 - May 2013
Brookdale Senior Living July 2009 - December 2011
Heritage Green July 2007 - April 2010
CNL Retirement Corp. 2001 - 2006
Capmark 1997 - 2000
Skills
Financial Analysis, Financial Reporting, Real Estate Development, Asset Management, Finance, Due Diligence, Financial Modeling, Financial Services
Education
Samford University 1993 — 1999
MBA, Accounting
James Hendrix's CNL Retirement Corp. Experience 2003 - 2006
Job at The Legacy Companies
Industry Real Estate
Experience
The Legacy Companies January 2009 - Present
HJK Consulting October 2006 - January 2009
CNL Retirement Corp. 2003 - 2006
Plaut Sigma Solutions 2001 - 2003
Skills
REIT, Real Estate Acquisitions, Business Development, Market Analysis, Valuation, Real Estate Development, Financial Analysis, Financial Modeling, Finance, Healthcare, Real Estate Economics, Joint Ventures, Risk Management, Asset Management, Start-ups, Contract Negotiation, Venture Capital, Portfolio Management, Location Intelligence, Private Equity, Real Estate Transactions, Investments, Budgets, Real Estate Financing, Due Diligence, Strategic Planning, Real Estate, Disposition, Executive Management, Mergers & Acquisitions, Investment Properties
Education
Rollins College - Crummer Graduate School of Business 2006 — 2008
M.B.A.
Wake Forest University 1990 — 1994
B.A.
The Legacy Companies January 2009 - Present
HJK Consulting October 2006 - January 2009
CNL Retirement Corp. 2003 - 2006
Plaut Sigma Solutions 2001 - 2003
Skills
REIT, Real Estate Acquisitions, Business Development, Market Analysis, Valuation, Real Estate Development, Financial Analysis, Financial Modeling, Finance, Healthcare, Real Estate Economics, Joint Ventures, Risk Management, Asset Management, Start-ups, Contract Negotiation, Venture Capital, Portfolio Management, Location Intelligence, Private Equity, Real Estate Transactions, Investments, Budgets, Real Estate Financing, Due Diligence, Strategic Planning, Real Estate, Disposition, Executive Management, Mergers & Acquisitions, Investment Properties
Education
Rollins College - Crummer Graduate School of Business 2006 — 2008
M.B.A.
Wake Forest University 1990 — 1994
B.A.
Edwin Hendriksen's CNL Retirement Corp. Experience October 2003 - March 2007
Job Senior Vice President Development & Investments North America at citizenM hotels
Industry Hospitality
Experience
citizenM hotels January 2014 - Present
Greenstone Advisors, LLC 2009 - Present
Keen Partners January 2010 - December 2012
Inland American Lodging Advisor, Inc. April 2007 - February 2009
CNL Retirement Corp. October 2003 - March 2007
CNL Hotels & Resorts January 2001 - October 2003
Skills
Real Estate, Hotels, Negotiation, Real Estate Investment, Due Diligence, Business Development, Valuation, Investments, Real Estate Development, Mergers, Asset Managment, Financial Analysis, Hospitality, Business Strategy, Disposition, Strategic Planning, Asset Management, Acquisitions, Investment Properties, Real Estate Economics, Project Finance, Private Equity, Financial Modeling, Contract Negotiation, Commercial Real Estate, Real Estate Financing, Aquisition, Mergers, Dispositions
Education
Rollins College - Crummer Graduate School of Business 1996 — 1998
MBA, Finance
Rollins College 1992 — 1996
BA, Economics and Business Administration
K.S.G. De Breul 1985 — 1992
VWO
citizenM hotels January 2014 - Present
Greenstone Advisors, LLC 2009 - Present
Keen Partners January 2010 - December 2012
Inland American Lodging Advisor, Inc. April 2007 - February 2009
CNL Retirement Corp. October 2003 - March 2007
CNL Hotels & Resorts January 2001 - October 2003
Skills
Real Estate, Hotels, Negotiation, Real Estate Investment, Due Diligence, Business Development, Valuation, Investments, Real Estate Development, Mergers, Asset Managment, Financial Analysis, Hospitality, Business Strategy, Disposition, Strategic Planning, Asset Management, Acquisitions, Investment Properties, Real Estate Economics, Project Finance, Private Equity, Financial Modeling, Contract Negotiation, Commercial Real Estate, Real Estate Financing, Aquisition, Mergers, Dispositions
Education
Rollins College - Crummer Graduate School of Business 1996 — 1998
MBA, Finance
Rollins College 1992 — 1996
BA, Economics and Business Administration
K.S.G. De Breul 1985 — 1992
VWO
Arceldine Decene-Beltre's CNL Retirement Corp. Experience August 2003 - October 2006
Job Vice President Accountig at HCP, Inc.
Industry Real Estate
Experience
HCP August 2003 - Present
CNL Retirement Corp August 2003 - October 2006
Simon Property Group 2000 - 2003
Chelsea Property Group, Inc. 2000 - 2003
The Gale Company, LLC 1998 - 2000
The O'Connor Group, LLC 1995 - 1998
Dusco, Inc. 1989 - 1995
PricewaterhouseCoopers 1986 - 1989
Education
Pace University 1982 — 1986
BBA, CPA
HCP August 2003 - Present
CNL Retirement Corp August 2003 - October 2006
Simon Property Group 2000 - 2003
Chelsea Property Group, Inc. 2000 - 2003
The Gale Company, LLC 1998 - 2000
The O'Connor Group, LLC 1995 - 1998
Dusco, Inc. 1989 - 1995
PricewaterhouseCoopers 1986 - 1989
Education
Pace University 1982 — 1986
BBA, CPA
Diana Doty's CNL Retirement Corp. Experience 2003 - 2006
Job Chief Financial Officer at Trinity Lifestyles Management
Industry Hospital & Health Care
Experience
Trinity Lifestyles Management March 2013 - Present
HCP October 2006 - February 2013
CNL Retirement Corp. 2003 - 2006
CNL Restaurants, Inc. 2001 - 2003
CNL Financial Services 1998 - 2001
Darden Restaurants 1995 - 1998
HBJ Insurance Companies 1987 - 1995
Skills
Asset Management, Finance, Real Estate Economics, Management, Accounting, Due Diligence, Disposition, Real Estate Development, Investment Properties, Financial Analysis, Contract Negotiation, Budgets, Financial Modeling, Real Estate Transactions, Real Estate, Asset Managment
Education
University of Central Florida - College of Business Administration 1978 — 1985
BSBA, Accounting, Finance
Trinity Lifestyles Management March 2013 - Present
HCP October 2006 - February 2013
CNL Retirement Corp. 2003 - 2006
CNL Restaurants, Inc. 2001 - 2003
CNL Financial Services 1998 - 2001
Darden Restaurants 1995 - 1998
HBJ Insurance Companies 1987 - 1995
Skills
Asset Management, Finance, Real Estate Economics, Management, Accounting, Due Diligence, Disposition, Real Estate Development, Investment Properties, Financial Analysis, Contract Negotiation, Budgets, Financial Modeling, Real Estate Transactions, Real Estate, Asset Managment
Education
University of Central Florida - College of Business Administration 1978 — 1985
BSBA, Accounting, Finance
Sharon Yester's CNL Retirement Corp. Experience June 2002 - March 2007
Job Chief Operating Officer at Bourne Financial Group
Industry Real Estate
Experience
Bourne Financial Group May 2015 - Present
CNL Financial Group January 2013 - Present
CNL Financial Grooup July 2011 - Present
CNL Financial Group July 2011 - Present
CNL Financial Group. 2011 - Present
CNL Financial Group 2011 - Present
CNL Retirement Corp. June 2002 - March 2007
EdenCare 2000 - 2002
Resources for Senior Living July 1998 - June 2000
Horizon Healthcare June 1996 - May 1998
Skills
Due Diligence, Asset Managment, Investments, Property Management, Real Estate Development, Disposition, Financial Analysis, Real Estate, Real Estate Economics, Leases, Leadership Development..., Asset Management, Real Estate Financing, Contract Negotiation, Valuation, Mergers & Acquisitions, Management, Leadership, Finance
Education
Chaffey Co
San Bernardino Valley College
Bourne Financial Group May 2015 - Present
CNL Financial Group January 2013 - Present
CNL Financial Grooup July 2011 - Present
CNL Financial Group July 2011 - Present
CNL Financial Group. 2011 - Present
CNL Financial Group 2011 - Present
CNL Retirement Corp. June 2002 - March 2007
EdenCare 2000 - 2002
Resources for Senior Living July 1998 - June 2000
Horizon Healthcare June 1996 - May 1998
Skills
Due Diligence, Asset Managment, Investments, Property Management, Real Estate Development, Disposition, Financial Analysis, Real Estate, Real Estate Economics, Leases, Leadership Development..., Asset Management, Real Estate Financing, Contract Negotiation, Valuation, Mergers & Acquisitions, Management, Leadership, Finance
Education
Chaffey Co
San Bernardino Valley College