Cole Real Estate Investments
Cole Real Estate Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Cole Real Estate Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Cole Real Estate Investments Salaries. You can even request information on how much does Cole Real Estate Investments pay if you want to. Learn about salaries, pros and cons of working for Cole Real Estate Investments directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
94 Cole Real Estate Investments employees in database. Find out everything there's to know about Cole Real Estate Investments employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Cole Real Estate Investments Employees
The SRL Group September 2014 - Present
Poshinary January 2010 - Present
Walton International Group March 2010 - December 2011
Cole Real Estate Investments April 2009 - March 2010
Cole Real Estate Investments February 2007 - April 2009
AmREIT 2003 - 2006
Skills
Public Relations, Marketing, Marketing Strategy, Corporate Communications, Strategic Planning, Investments, Project Management, Real Estate, Product Marketing, Email Marketing, Advertising, Business Development, Strategy
Education
Rice University - Jesse H. Jones Graduate School of Business 2011 — 2013
Master of Business Administration (MBA)
Rice University 2001 — 2003
MBA
Healthcare Trust of America, Inc. January 2014 - December 2014
Cole Real Estate Investments September 2011 - January 2014
TGen March 2011 - September 2011
Activator Methods International, Ltd. March 2010 - March 2011
Arizona State University October 2006 - November 2009
Gila County June 2005 - November 2007
Skills
Account Reconciliation, Accounting, Accounts Payable, Accounts Receivable, Invoicing, Spreadsheets, Journal Entries, QuickBooks, General Ledger, Bank Reconciliation, Accruals, Fixed Assets, Variance Analysis
Education
Arizona State University - W. P. Carey School of Business 2006 — 2010
Bachelor's, Accounting
Meritage Homes September 2014 - Present
KB Home March 2014 - April 2014
KB Home August 2013 - March 2014
Walton Development and Management May 2012 - July 2013
Cole Real Estate Investments September 2010 - May 2012
Deloitte & Touche September 2008 - September 2010
Target August 2007 - October 2007
Target June 2007 - August 2007
TONI&GUY September 2002 - May 2007
Education
Grand Canyon University 2011 — 2013
MBA
University of Arizona, Eller College of Management 2004 — 2008
BSBA
AB April 2015 - Present
Wellesley Investment Advisors, Inc. July 2014 - March 2015
Cole Real Estate Investments October 2011 - October 2013
Fidelity Investments June 2000 - August 2011
T. Rowe Price October 1993 - May 2000
Skills
Retirement, Series 63, Sales, Marketing, Series 7, Consulting, Spanish, Series 66
Education
University of Southern California - Marshall School of Business 2011 — 2013
MBA, Finance, Accounting, Marketing
University of Salamanca Spain
Ohio Wesleyan University 1987 — 1991
Bachelor of Arts (BA), Business/Managerial Economics & Spanish
The Severn School 1982 — 1987
High School
HomeSmart Connect Real Estate April 2015 - Present
Coldwell Banker Residential Brokerage October 2012 - March 2015
Cole Real Estate Investments March 2011 - August 2012
Oz Architects October 2007 - March 2011
Shutters on the Beach Hotel November 2003 - August 2007
Citigroup 1984 - 1991
Skills
Real Estate, Marketing, Meeting Planning, Property Management, Residential Homes, First Time Home Buyers, Investment Properties, Leases, Consulting, Buyer Representation, Seller Representation, Listing Homes, Relocation Buyers, International..., Customer Service, Customer Satisfaction, Teamwork, Office Management
Education
Graduate School of Business Administration Zurich
Bachelor of Business Administration (BBA), Small Business Administration/Management
School of Hotel Management Lucerne
Bachelor of Hotel Management, Hospitality Administration/Management
VEREIT, Inc. January 2012 - Present
Cole Real Estate Investments June 2010 - January 2012
Related Urban Management Company April 2010 - June 2010
Related Urban October 2007 - June 2010
International Capital Partners September 2005 - June 2007
RREEF Management Company September 2002 - September 2005
Cabot Industrial Trust April 1999 - December 2001
Skills
Portfolio Management, Landlords, Management, Property, Lease Negotiations, Property Management, Condos, Construction Management, Negotiation, Facilities Management, Loans, Retail, Accounting, Financial Modeling, Leadership, Construction, Sales, Human Resources, Real Estate, Strategic Planning, Landlord, Financial Reporting, Contract Management
Education
Arizona State University 1988 — 1991
B.S., Accounting
Inland Securities Corporation July 2015 - Present
American Realty Capital Properties, Cole Capital March 2014 - June 2015
Cole Real Estate Investments January 2010 - March 2014
AIG Advisor Group November 2006 - January 2010
AIG Advisor Group November 2004 - November 2006
J.P. Carey Asset Management December 2000 - August 2004
Skills
Series 7, Alternative Investments, Series 63, Mutual Funds, Series 24, Securities, FINRA, Investments, Asset Managment, Asset Allocation, Wealth Management, Investment Strategies, Portfolio Management, Retirement Planning, Investment Advisory, Due Diligence, Financial Analysis, Equities, Financial Advisory, Hedge Funds, Asset Management
Education
Stetson University 1993 — 1996
BA, Economics, Political Science
Healthcare Trust of America, Inc. December 2014 - Present
Move, Inc January 2014 - January 2015
Cole Real Estate Investments April 2010 - February 2014
Goldman Sachs 2007 - 2010
Skills
Capital Markets, Investor Relations, Equities, Equity Research, Investment Banking, Equity Capital Markets, Alternative Investments, Series 7, Fixed Income, Business Strategy, Valuation, Series 63, Mutual Funds, Asset Management, Hedge Funds, Financial Modeling, Investments, Securities, Asset Allocation, Investment Strategies, Bloomberg, Private Equity
Education
University of Iowa - Henry B. Tippie College of Business
B.B.A., Finance
Cole Real Estate Investments 2007 - Present
Education
Brigham Young University
Bachelor's degree, Business/Commerce, General
Stream Realty Partners, L.P. April 2015 - Present
American Realty Capital February 2014 - April 2015
Cole Real Estate Investments May 2010 - January 2014
CRA - Corporate Realty Advisors, LLC December 2008 - September 2011
1031 Exchange March 2006 - December 2008
Ryan Companies US, Inc. June 1998 - March 2006
Park Avenue of Wayzata, Inc. 1988 - 1998
Skills
Leases, Real Estate, Real Estate Development, Property Management, Disposition, Investment Properties, Acquisitions, Apartments, Brokerage, Due Diligence, Real Estate Economics, Commercial Real Estate, Corporate Real Estate, Location Intelligence, Dispositions, Mergers, Real Estate Transactions, Lease Administration, Lease Negotiations, Property, Real Estate Financing, Asset Management, Contract Negotiation, Portfolio Management, Selling, Landlords, REO, Land Acquisition, Tenant, Shopping Centers, Facilities Management, Valuation, Entitlements, Appraisals, Loans, Financial Analysis, Yardi, Investments, Investors, Negotiation, Financial Modeling, Sales
Education
CCIM Institute
CCIM Designee
Building Owners and Managers Institute
RPA
Metropolitan State University
BA
Oral Roberts University
Inland Real Estate Investment Corporation August 2013 - Present
Cole Real Estate Investments November 2010 - June 2013
EndPoint Financial LLC June 2008 - November 2010
GFI Capital Resources Group May 2007 - June 2008
Goldman, Sachs & Co. 2004 - 2007
Morgan Stanley Investment Management 2002 - 2004
Goldman, Sachs & Co. 2001 - 2002
Goldman Sachs & Co. 1997 - 2001
Lehman Brothers 1991 - 1997
Skadden Arps 1985 - 1991
Skills
Asset Managment, Investment Banking, Real Estate, Asset Management, Portfolio Management, Structured Finance, Investments, Corporate Finance, Mergers & Acquisitions, Loans, Finance, Real Estate Development, Commercial Real Estate, Credit, Equities, Hedge Funds, Investment Properties, Underwriting, Commercial Mortgages, Financial Services, Brokerage
Education
Hofstra University School of Law 1980 — 1983
JD, Law
The George Washington University 1970 — 1974
BA, Psychology
OliverMcMillan November 2013 - Present
Liquidity Services, Inc October 2012 - October 2013
Cole Real Estate Investments June 2008 - October 2012
Quadna, Inc. July 2007 - July 2008
Skills
Financial Accounting, US GAAP, Microsoft Office, Real Estate Taxes, Fixed Assets, Account Reconciliation, Excel, General Ledger..., Sales Tax, GAAP, Accounting, Accounts Payable, Great Plains Software, MRI Software, Monthly Close Process, Accruals, Year-end Close, AvidXchange, German, Month End Close, General Ledger, Property Tax, Cash Flow, Accounts Receivable, Cost Accounting, Financial Reporting, Sarbanes-Oxley Act, Microsoft Excel, Internal Controls, CPA, Consolidation, Auditing, Revenue Recognition, Financial Statements, Variance Analysis, Financial Analysis
Education
Arizona State University 2004 — 2008
B.S. Accountancy
SkyTouch Technology October 2014 - January 2015
Best Western International November 2013 - October 2014
TriWest Healthcare Alliance April 2013 - November 2013
Arizona Department of Education January 2013 - April 2013
Global Water Resources June 2012 - January 2013
Insight Integrated Systems, a division of Insight Investments, LLC June 2011 - June 2012
Cole Real Estate Investments November 2008 - April 2011
Pearson August 2007 - November 2008
DHL December 2004 - August 2007
American Power Conversion August 1996 - August 2004
Skills
ITIL, PMP, Data Center, Business Process..., Vendor Relations, Team Building, Requirements Analysis, Vendor Management, IT Management, Process Improvement, SDLC, Program Management, Software Project..., Six Sigma, Change Management, Business Management, Project Portfolio..., Disaster Recovery, Business Analysis, IT Strategy, Process Engineering, Team Leadership, MS Project, Portfolio Management, Contract Negotiations, Business Process, IT Governance, Mentoring, Visio, Project Planning, Strategic Planning, Operations Management, IT Service Management, Customer Relations, SharePoint, Risk Management, Cloud Computing, SaaS, Project Management, Scrum, Customer Service, Budgets, PMO, Management, Governance, Information Technology, Integration, Training, E-commerce, CRM
Education
University of Rhode Island - College of Business Administration 2001 — 2003
Masters, Business Administration
Johnson and Wales University 1995 — 1999
BS, Management Information Systems
MTS Research Advisors April 2014 - Present
ING U.S. Investment Management February 2011 - April 2014
Cole Real Estate Investments August 2007 - February 2011
Troon Golf July 2003 - August 2007
Ernst & Young July 2001 - July 2003
Skills
Financial Analysis, Forecasting, Team Building, Financial Modeling, Management, Budgets, Business Planning, Valuation, Data Analysis, Microsoft Excel, Analysis, Finance, Strategic Financial..., Business Analysis, Corporate Finance, Strategic Planning, Business Strategy, Variance Analysis, Financial Reporting, Investments, Due Diligence, Internal Controls, Managerial Finance, Financial Accounting, Asset Management, Strategy, Mutual Funds, Real Estate, Financial Services, Private Equity, Alternative Investments
Education
Arizona State University - W. P. Carey School of Business 2008 — 2009
MBA
Arizona State University 1997 — 2001
Finance
Voya Investment Management November 2013 - Present
Cole Real Estate Investments January 2012 - October 2013
Ivy Funds September 2005 - December 2011
Education
Florida State University 1994 — 1998
Bachelor of Science (BS), Marketing
VEREIT (formally known as Cole Real Estate Investments) July 2014 - Present
AvenueWest Corporate Housing 2014 - 2014
HomeSmart Realty March 2013 - December 2013
Cole Real Estate Investments April 2009 - December 2012
Cole Real Estate Investments April 2007 - March 2009
Cole Real Estate Investments November 2005 - March 2007
Resources Global Professionals November 1997 - March 2005
Skills
Property Management, Budgeting, Portfolio Management, Human Resources, Shopping Centers, Employee Relations, Account Reconciliation, Lease Administration, Single Tenant, REIT, Residential Homes, Real Estate Transactions, Disposition, Strategy
Education
Fort Lewis College
American Realty Capital Properties April 2015 - Present
American Realty Capital Properties July 2009 - April 2015
Cole Real Estate Investments June 2013 - February 2014
Cole Capital January 2011 - June 2013
Cole Capital 2009 - April 2011
Vanguard March 2007 - 2009
The Vanguard Group 2005 - 2009
Vanguard July 2005 - March 2007
Bank of America June 2000 - July 2005
Skills
Strategic Planning, Customer Relations, Excel, Process Improvement, PowerPoint, Mutual Funds, Budgeting, Financial Planning, Word, Mentoring, Financial Analysis, Microsoft Office, Forecasting, Change Management, Research, Financial Reporting, Public Speaking, Analysis, Problem Solving, Microsoft Excel, Strategic Financial..., Customer Service, Sales, Operations Management, Financial Modeling, Budgets
Education
Arizona State University - W. P. Carey School of Business 2001 — 2005
Finance, Finance
Glynlyon Inc. May 2014 - Present
David Orr Photography May 2001 - Present
Odysseyware 2014 - 2015
Alliance Residential Company November 2013 - May 2014
Adaptive Curriculum November 2010 - March 2013
Cole Real Estate Investments October 2007 - November 2010
Rio Salado College 2010 - 2010
Frontdoors Lifestyle News August 2004 - October 2007
CB Richard Ellis February 2001 - August 2004
Skills
Brochures, Marketing, Photoshop, Advertising, Online Marketing, Social Media, Management, Direct Mail, InDesign, Business Development, WordPress, Leadership, Illustrator, Graphic Design, Email Marketing, Web Design, Adobe Creative Suite, Sales, Social Media Marketing, Marketing Communications, Photography, Logo Design, Lead Generation, Graphics, Trade Shows, Product Marketing, SEO, Editing, Newsletters, Brand Development, Corporate Branding, Copywriting
Education
Northern Arizona University 1996 — 2000
Bachelor of Science, Journalism
Northern Lights Capital Group February 2015 - Present
United Launch Alliance (ULA) July 2014 - February 2015
ULA - United Launch Alliance - Lockheed Martin & Boeing July 2012 - July 2014
Transamerica Capital, Inc May 2011 - August 2011
Transamerica Capital, Inc. May 2010 - August 2010
TransMontaigne Partners May 2009 - August 2009
Cole Real Estate Investments May 2008 - July 2008
Education
Colorado State University 2008 — 2012
B.S, Business Administration; Finance -
Littleton High School
Liberty Distribution Company LLC March 2014 - Present
First American Title September 2013 - February 2014
McCarthy Cook & Co. April 2012 - August 2013
Davis Enterprises November 2011 - March 2012
Cole Real Estate Investments 2010 - 2011
CB Richard Ellis 2006 - 2010
Equity Residential 2004 - 2005
Skills
Accounting, GAAP, Financial Reporting, Financial Accounting, Cash Flow, US GAAP, Fixed Assets, Account Reconciliation, Accounts Payable, Accounts Receivable, Accruals, Auditing, CPA, Finance, Financial Analysis, Financial Statements, General Ledger
Education
Arizona State University West 2002 — 2003
Post Bacc Certificate, Accounting
Arizona State University 1996 — 2000
BA, Broadcast Journalism/Broadcast Business Management
Blue Cross Blue Shield of Arizona February 2010 - Present
Cole Real Estate Investments 2007 - 2009
The Leukemia & Lymphoma Society January 2007 - August 2007
JW Marriott Desert Ridge Resort & Spa April 2004 - January 2007
Scottsdale Convention & Visitors Bureau May 1999 - April 2004
Skills
Contract Negotiation, Meeting Planning, Public Relations, Corporate Gifts, Event Planning, Trade Shows, Event Management, Corporate Events, Hospitality, Registration, Marketing, Hotels, Location Intelligence, Social Media Marketing, Sales, Social Media, Fundraising, Account Management, Advertising, B2B, Brand Awareness, Brand Development, Budgets, Corporate Communications, Customer Satisfaction, Customer Service, Direct Marketing, Email Marketing, Facebook, Incentives, Integrated Marketing, Leadership, Management, Market Planning, Market Research, Marketing Communications, Marketing Management, Marketing Strategy, Media Relations, New Business Development, Newsletters, Non-profits, Nonprofits, Online Advertising, Online Marketing, Parties, Relationship Marketing, Social Networking, Sponsorship, Strategic Planning
Education
Arizona State University
Bachelor of Arts, Liberal Arts
Cole Capital May 2015 - Present
Cole Capital February 2014 - Present
Cole Real Estate Investments May 2011 - Present
Cole Real Estate Investments November 2008 - May 2011
Cole Real Estate Investments November 2007 - November 2008
Cole Real Estate Investments November 2006 - November 2007
UBS April 2005 - November 2006
Hills & Company August 2003 - August 2004
Skills
Excel, PowerPoint, Word, Investments, Finance, Salesforce.com, Financial Analysis, Sales, Insurance, Research, Asset Allocation, Marketing, Economics, Strategic Planning, Sales Management
Education
University of Arizona 1999 — 2003
Bachelors, Economics
University of Arizona 1999 — 2003
Bachelors, Political Science
Behringer Net Lease Advisors 2012 - 2015
Behringer Net Lease Advisors 2012 - 2015
Petra Capital Advisors, LLC June 2012 - November 2013
Embree Capital Markets Group, Inc. September 2010 - June 2012
Embree Capital Advisors, LLC September 2010 - June 2012
American Realty Capital September 2008 - March 2010
Cole Real Estate Investments June 2004 - September 2007
Hadley Enterprise Restaurant Opportunity Funds January 1997 - December 2002
CNL Financial Group January 1990 - December 1997
Wendwest, Inc. July 1985 - January 1990
Skills
Real Estate Investments, 1031 Exchanges, Investment Sales and..., EB 5 Investor..., Private Equity Funding, Mergers and Acquisitions, Investment Properties, Investments, Mergers, Program Management, Asset Managment, Portfolio Management, Private Equity
Education
Grand Canyon University 1979 — 1983
B.S., Business Administration
Cole Real Estate Investments March 2012 - Present
IMH Financial Corporation 2005 - March 2012
Education
Arizona State University
FINRA Series 7, 22, and 63 Securities Licenses
EY September 2013 - Present
Cole Real Estate Investments June 2013 - September 2013
Arizona State University August 2012 - May 2013
Cole Real Estate Investments June 2012 - August 2012
C.E.I.P. Marín Ocete October 2011 - May 2012
BDO USA, LLP June 2011 - August 2011
ASU Office of University Initiatives June 2010 - July 2011
Skills
Microsoft Office, Budgeting, Excel, PowerPoint, Accounting, Word, Auditing, Microsoft Excel, Budgets, Financial Statements, Financial Reporting, Finance, Tax, Analysis, Internal Audit, Financial Accounting, CPA, Microsoft Word
Education
Arizona State University, W. P. Carey School of Business 2012 — 2013
Master's degree, Accounting
Arizona State University, W. P. Carey School of Business 2007 — 2011
Bachelor of Science, Accountancy & Finance
Corona del Sol High School 2003 — 2007
The Carlyle Group March 2014 - Present
Cole Real Estate Investments December 2010 - February 2014
BlackRock January 2006 - November 2010
Raymond James & Associates, Inc 2003 - 2006
Capital Resource Advisors (now dba Rogerscasey) 1999 - 2003
McKinsey & Company 1996 - 1999
Skills
Asset Management, Investments, Strategy, Management Consulting, Series 7, Series 63, Investment Strategies, Product Development, Retirement, Relationship Management, Alternative Investments, Portfolio Management, Mutual Funds, Equities, Financial Services, Asset Allocation, Securities, Wealth Management, Hedge Funds, Management
Education
Harvard Law School 1993 — 1996
J.D., magna cum laude
University of Puget Sound 1989 — 1993
B.A., Business Administration
Vanguard February 2014 - Present
Investment Marketing Services January 2012 - Present
Palo Verde Capital January 2011 - January 2012
Cole Real Estate Investments April 2009 - January 2011
ING July 2002 - April 2009
Bear Stearns June 1985 - June 2002
Skills
Marketing Strategy, Corporate Communications, Email Marketing, Product Marketing, Direct Marketing, Social Networking, Public Relations, Mutual Funds, Advertising, Management, Marketing, Marketing Management, Integrated Marketing, Demonstrated success..., Exceptional..., Strong program..., Real Estate, Brand Development, Leadership, Event Planning, Event Management, Strategic Planning, Cross-functional Team..., Digital Marketing, Budgets, Product Management, Project Management, Sales, Strategy, Investments, Forecasting, Market Research, Online Marketing, Financial Services, Entrepreneurship, Business Development, CRM, Business Planning, Social Media Marketing
Education
Adelphi University
BBA, Finance
Alorica 2015 - Present
SourceHOV 2014 - 2015
Stream Global Services 2011 - 2014
LifeLock 2010 - 2011
CGC Consultants, LLC 2010 - 2011
Cole Real Estate Investments 2008 - 2010
TeleTech Holdings, Inc. 2000 - 2007
Telecom Wireless 2000 - 2001
Monaco Finance 1998 - 2000
Brownstein Hyatt Farber Schreck 1998 - 2000
Skills
Process Improvement, Management, Mergers & Acquisitions, Strategy, Due Diligence, Executive Management, Corporate Governance, Leadership, Outsourcing, Corporate Law, Mergers, Intellectual Property, Start-ups, Risk Management, Restructuring, Vendor Management, Finance, IPO, Licensing, Corporate Finance, Privacy Law, Securities Regulation, CRM, Negotiation, Human Resources, SEC filings, Legal Compliance, Business, Litigation, Real Estate, Capital Markets, Legal Liability, Strategic Planning, Legal Advice, Legal Writing, Compensation & Benefit, Marketing, Competitive Analysis, Compliance, Customer Experience, Lease Negotiations
Education
St. Mary's University School of Law 1990 — 1993
JD, Law
University of Innsbruck 1991 — 1992
JD/Cert, International Law
The University of Chicago 1986 — 1990
BA/MA, Psychology
Vestar November 2012 - Present
Cole Real Estate Investments September 2011 - October 2012
Cassidy Turley 2004 - May 2011
Red Mountain West Properties 2003 - 2004
Skills
Leases, Disposition, Corporate Real Estate, Property Management, Tenant
Education
Indiana University-Northwest 1994 — 1999
B.S., Business Administration, Marketing Minor
Tucker School of Real Estate 2007 — 2007
Real Estate Salesperson License, Indiana Real Estate
First Republic Bank September 2014 - Present
Paramount Mortgage Company September 2013 - September 2014
Cole Real Estate Investments June 2013 - August 2013
Fiesta Bowl December 2012 - January 2013
Cole Real Estate Investments June 2012 - August 2012
Fiesta Bowl December 2011 - January 2012
Skills
Life Insurance, Permanent Life Insurance, Customer Service, Mortgage Banking, Microsoft Excel, Residential Mortgages, VA loans, Analysis, Budgets, Jumbo Mortgage, PowerPoint, Communication, Microsoft Office, Public Speaking, Time Management, Refinance, Mortgage Lending
Education
Gonzaga University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
American Realty Capital Properties April 2015 - Present
American Realty Capital Properties February 2014 - April 2015
Cole Real Estate Investments August 2013 - January 2014
US Airways April 2011 - August 2013
Deloitte August 2008 - March 2011
Deloitte June 2006 - July 2006
Skills
SOX 404, Financial Statements, Sarbanes-Oxley, Tax, Hyperion Enterprise, Account Reconciliation, External Audit, CPA, Financial Reporting, Accounting, GAAP, Sarbanes-Oxley Act, SEC Filings, Internal Controls, Auditing, Financial Analysis, US GAAP, Financial Accounting, General Ledger, Finance, Internal Audit, Consolidation
Education
Arizona State University 2007 — 2008
Masters, Accountancy and Information Systems
Arizona State University 2003 — 2006
BS, Accountancy
DLA Piper July 2014 - Present
Snell & Wilmer 2013 - 2014
Kutak Rock LLP 2012 - 2013
Cole Real Estate Investments 2010 - 2012
WestCor Construction March 2001 - August 2004
Skills
Real Estate, Legal Writing, Legal Research, Real Estate Transactions, Commercial Real Estate, Leases, Finance
Education
Arizona State University College of Law 2009 — 2012
J.D.
Brigham Young University 2004 — 2009
B.A., International Relations
KLS Diversified Asset Management LP September 2014 - Present
Post Crossing Asset Management, LLC May 2013 - Present
Spurwink River Consulting February 2013 - May 2013
Cole Real Estate Investments November 2011 - December 2012
DDJ Capital Management 2008 - 2011
Evergreen Investments 2007 - 2008
Trusco Capital Management January 2005 - July 2007
Evergreen Investments 2007 - 2007
RogersCasey (formerly CRA Rogerscasey ) 1998 - 2005
SEI 1991 - 2000
Skills
Hedge Funds, Fixed Income, Investment Strategies, Investments, Portfolio Management, Equities, Alternative Investments, Mutual Funds, Investment Management, Asset Management, Asset Allocation, Financial Advisory, Series 7, Investment Advisory, Capital Markets, Asset Managment, Securities, Series 63, Equity Research, Wealth Management, Due Diligence, Retirement, Endowments, Financial Services, Strategy, Investor Relations, Series 24, Investment Banking, Pension Funds, Bonds, Separately Managed..., Bloomberg, Fund Of Funds, Institutional, Structured Finance, ETFs, FINRA, 401k, Financial Markets, Series 65, Structured Products, Institutional..., Private Equity, Valuation, Emerging Markets, Pensions, Financial Modeling, Options, High Net Worth..., Client Service
Education
Bentley University 1974 — 1979
Marketing - Major Finance - Minor
Edward Jones October 2010 - Present
Cole Real Estate Investments 2013 - 2013
Genworth Financial Advisors Corp. May 2009 - April 2012
Charles Schwab January 2008 - May 2009
Charles Schwab January 1998 - December 2007
John Hancock January 1997 - January 1998
Skills
Series 7, Customer Satisfaction, Mutual Funds, Retirement Planning, Securities, Finance, Insurance
Education
Salpointe
University of Arizona
Bachelor of Science, Finance
Cole Capital June 2015 - Present
Cole Capital June 2014 - June 2015
Cole Capital January 2013 - June 2014
Cole Real Estate Investments September 2011 - January 2013
AAA Arizona September 2008 - May 2011
Pepsi Beverages Company August 2007 - September 2008
Medtronic October 2005 - June 2007
Fastidious Financial Services June 2002 - October 2005
Medtronic October 2000 - June 2002
Medtronic October 1996 - October 2000
Skills
Financial Modeling, Forecasting, Financial Analysis, Variance Analysis, Strategic Planning, Finance, Business Analysis, Management, Budgets, Process Improvement, Business Strategy, Managerial Finance, Microsoft Office, Essbase, Corporate Finance, SAP, Vlookup, Salesforce.com, P&L Management, NPV, Business Planning, Project Planning, Strategic Financial..., Executive Management, Business Modeling, Cognos, Pivot Tables, Entrepreneurship, Due Diligence, Hyperion Planning, Cash Flow, Strategy, Business Performance..., Performance Dashboards, Operations Management, Financial Reporting, ROI Optimization, International Business, Private Equity, International Business..., Financial Statements, Real Estate Investment..., Alternative Investments, Financial Planning, Microsoft Office Suite, Zephyr Style Advisor, Hedge Funds, Real Assets, Structured Products, Managed Futures
Education
Thunderbird School of Global Management 2010 — 2012
MBA, Global Management
Boston University 2004 — 2006
Certificate, Financial Planning
Arizona State University 1997 — 2001
BS, Finance
CAIA Association
Peregrine Private Capital September 2015 - Present
Cole Real Estate Investments October 2006 - August 2015
Education
Syracuse University 1982 — 1983
Master of Business Administration (MBA), Marketing
The King's College 1977 — 1981
Bachelor of Science (BS), Business Administration and Management, General
Starwood Hotels & Resorts May 2014 - Present
Cole Real Estate Investments January 2004 - May 2014
Skills
Financial Reporting, General Ledger, Financial Metrics, Process Improvement, Microsoft Excel, Financial Analysis, Lease Documentation, SEC Financial Reporting, Commercial Real Estate, US GAAP, Consolidated Financial..., Accounting, Investments
Education
Western International University
Bachelor of Science (B.S.), Accounting, Magna Cum Laude
Scottsdale Community College
Associate of Science (A.S.), Accounting
Eagle Capital Markets Group, a division of Griffin Capital Securities, Inc. March 2015 - Present
Cole Real Estate Investments January 2009 - March 2015
Cole Real Estate 2009 - March 2015
Transamerica Capital Inc February 2000 - January 2009
Skills
Insurance, Series 7, Series 63, Series 24, Financial Services, Mutual Funds, Business Development, Separately Managed..., Fixed Annuities, Investments, Asset Allocation, Retirement Planning, 401k, Alternative Investments, Wealth Management
Education
Central Michigan University 1987 — 1991
Bachelor of Science, Finance
State Street Global Advisors January 2015 - Present
State Street Global Advisors May 2013 - January 2015
Cole Real Estate Investments February 2012 - November 2012
Columbia Management September 2004 - February 2012
Columbia Management April 2002 - September 2004
UBS 2001 - 2002
Skills
Mutual Funds, Product Development, Marketing Strategy, Separately Managed..., Fixed Income, Equities, Alternative Investments, Asset Allocation, Defined Contribution, Series 7, Investment Strategies, Series 63, Morningstar, ETFs, Investment Management, Investments, Investment Advisory, Strategy, Retirement
Education
Northwestern University - Kellogg School of Management 2008 — 2012
MBA, Finance, Marketing
Saint Lawrence University 1997 — 2001
BS, Psychology and Economics
Copenhagen Business School 2000 — 2000
Semester Abroad, International Business
VEREIT January 2013 - Present
Cole Real Estate Investments January 2012 - January 2013
Merrill Lynch January 2007 - January 2012
Merrill Lynch October 1996 - January 2007
American Merchandising Co. October 1995 - November 1996
Katz Communications November 1994 - October 1995
Kodak November 1993 - October 1994
Skills
Portfolio Management, Business Intelligence, Wealth Management, IT Strategy, Mutual Funds, SDLC, Vendor Management, Data Warehousing, Business Analysis, Program Management, Risk Management, CRM, Business Process..., Analysis, Project Management, Asset Management, Financial Services, Software Development, Separately Managed..., Strategic Thinking, Unified Managed Accounts, Business Development, Business Strategy, Fixed Income, Relationship Management, Series 7, Investments
Education
State University of New York at Buffalo 1987 — 1991
B.S., Finance and MIS
Infusionsoft September 2014 - Present
Dave Johnson Realty October 2012 - September 2014
Cole Real Estate Investments March 2012 - September 2012
Insight August 2007 - March 2012
The 23rd Floor Events Center December 2005 - August 2007
Brigham Young University April 2004 - December 2005
Skills
Marketing Research, Non-profits, Salesforce.com, Marketing, Marketing Strategy, Sales, Event Management, Social Media, Lead Generation, Sponsorship, Product Marketing, Event Planning, Analytics, Business Strategy, Public Speaking, Training, Budgets, Cross-functional Team..., Online Marketing, Online Advertising, Social Media Marketing, Nonprofits, Email Marketing, Management, Trade Shows, Strategy, Negotiation, Selling, Account Management, Leadership, Market Research, CRM, Entrepreneurship, Direct Sales, Sales Process
Education
Brigham Young University 2002 — 2006
Bachelors of Science, Business, Leisure Services Management
VEREIT, Inc. April 2015 - Present
VEREIT, Inc. January 2014 - April 2015
Cole Real Estate Investments January 2013 - December 2013
Cole Capital January 2011 - December 2012
Cole Capital June 2007 - December 2010
RRS & Company May 2005 - June 2007
Skills
GAAP, Account Reconciliation, General Ledger, Accounting, Fixed Assets, Financial Accounting, US GAAP, Accounts Payable, Financial Analysis, Accounts Receivable, CAM, Property Taxes, Multi-State Sales Tax, Flux Analysis, Financial Statements, Variance Analysis
Education
Arizona State University West
BS, Accountancy
Meritage Homes May 2015 - Present
Maracay Homes September 2009 - May 2015
Cole Real Estate Investments August 2007 - June 2009
Engle Homes July 2005 - August 2007
KB Home July 2003 - July 2005
Skills
Approvals, Land Acquisition, Joint Ventures, Entitlements, Real Estate Development, Real Estate, Construction Management, Disposition, Residential Homes, Land Development, Contract Negotiation, Management, Homebuilding, Construction, Feasibility Studies, Real Estate Transactions, Value Engineering, Property, Investment Properties, Process Scheduler, Negotiation, Acquisitions, Financial Analysis, Location Intelligence, Real Estate Economics, Due Diligence, Investors, Commercial Real Estate, Mergers & Acquisitions, Property Management, Dispositions
Education
Arizona State University, W. P. Carey School of Business 2009 — 2011
MBA, Finance
Brigham Young University 1997 — 2000
B.S., Economics
FIRST THINGS FIRST . August 2015 - Present
LifeLock June 2014 - September 2014
Cable One December 2010 - June 2014
Lumension April 2010 - November 2010
Cole Real Estate Investments January 2008 - August 2009
Wolters Kluwer January 2002 - November 2007
SkyMall October 1999 - December 2001
MicroAge October 1997 - October 1999
Coopers & Lybrand 1990 - 1997
Skills
Facilities Management, Procurement, Outlook, Leadership, Event Planning, Strategic Planning, Project Management, Event Management, Team Building, Microsoft Word, Budgets, Data Analysis, Social Media, Public Speaking, Negotiation, Sales, Microsoft Office, Research, PowerPoint, Marketing, Workshop Facilitation, Customer Service, Nonprofits, Fundraising, Microsoft Excel, Management, Project Planning, Account Management, Purchasing, Social Networking, Training, Contract Negotiation, Marketing Communications, Time Management, Access, Team Leadership, Advertising, Salesforce.com, Marketing Strategy, Business Development, Software Documentation, Office Administration, Market Research, CRM, Strategy
Education
Phoenix College 1986 — 1999
Business
Cortez High School 1982 — 1986
Diploma, General
Manzanita 1973 — 1982
K-8, General Studies
CCL Search LLC - The Financial Officer Practice June 2012 - Present
Cole Real Estate Investments January 2011 - May 2012
Russell Reynolds Associates January 2005 - January 2011
Waterworks 2001 - 2005
Pepsi Bottling Group 1999 - 2001
PepsiCo 1995 - 1998
PFS 1993 - 1995
PepsiCo 1989 - 1993
Goldman Sachs August 1987 - December 1988
Skills
Talent Management, Recruiting, Competency Based..., Career Assessment, Private Equity, Investor Relations, Corporate Finance, Mergers, Financial Analysis, Due Diligence, Start-ups, Finance, Financial Modeling, Management, Business Planning, Strategic Planning, Executive Search, Human Resources
Education
Harvard Business School 1985 — 1987
MBA
Vassar College 1979 — 1983
BA, Economics
Cole Real Estate Investments May 2013 - April 2015
Deloitte September 2012 - May 2013
Deloitte & Touche September 2010 - September 2012
Skills
SEC filings, Auditing, Financial Reporting, Financial Analysis, Financial Accounting, Internal Controls, GAAP, External Audit, Sarbanes-Oxley, US GAAP, Sarbanes-Oxley Act, Accounting
Education
Arizona State University, W. P. Carey School of Business 2009 — 2010
Master's Degree, Accounting
Arizona State University, W. P. Carey School of Business 2005 — 2009
Bachelor's Degree, Accounting
Agree Realty Corporation November 2014 - Present
Cole Real Estate Investments December 2011 - November 2014
Equity One, Inc October 2009 - December 2011
Cole Real Estate Investments June 2005 - October 2009
Skills
Mergers, Cash Flow, Contract Negotiations, Real Estate Investment, Real Estate, Investment Properties, Acquisitions, Mergers, Investments, Commercial Real Estate
Education
University of Arizona 2000 — 2004
Regional Development, & Commercial Real Estate
Self-Directed April 2014 - August 2014
Healthcare Trust of America, Inc. February 2014 - April 2014
American Realty Capital Properties February 2014 - February 2014
Cole Real Estate Investments April 2012 - February 2014
AXA Advisors January 2012 - April 2012
Thomson Reuters August 2011 - January 2012
EY September 2010 - June 2011
Kineticom, Inc. (Contracted to Cingular, and Later, AT&T Mobility) February 2006 - December 2009
S. COM Global People Solutions (Contracted to Lucent Technologies) October 2005 - February 2006
Kineticom, Inc. (Contracted to Cingular Wireless) June 2005 - August 2005
Skills
Management, Microsoft Office, Accounting, Leadership, Financial Analysis, Microsoft Excel, Financial Modeling, Strategic Planning, Real Estate, Strategy
Education
The University of Arizona, Eller College of Management 2014 — 2016
Master of Science, Finance
Arizona State University - W. P. Carey School of Business 2008 — 2010
(2) Bachelor of Science, (1) Finance and (1) Accountancy, 4.143 on the 4.333 Scale or 4.000 on the 4.000 Scale
Mesa Community College 2002 — 2007
General Studies, 3.767 on the 4.000 Scale
Snake River High School 1999 — 2002
High School Diploma
RSG Builders, LLC October 2014 - Present
Communication Links January 2014 - Present
Cole Real Estate Investments May 2010 - August 2012
Opus West Corporation November 2001 - February 2010
Skills
Event Planning, Customer Service, Project Planning, English, Research, Photoshop, Budgets, Editing, Team Building, Project Management, Teaching, Public Speaking, HTML, Strategic Planning, Negotiation, C++, C, Java, Event, Re
Education
Echols International Hotel School 1989 — 1989
Hotel Operations
Elgin Community College 1983 — 1985
American Realty Capital Healthcare February 2012 - Present
Healthcare Trust of America, Inc. January 2010 - December 2011
Cole Real Estate Investments September 2003 - August 2008
Lowe Enterprises July 1999 - August 2003
Ernst & Young LLP July 1994 - June 1999
Skills
Due Diligence, Portfolio Management, Real Estate, Asset Managment, Brokerage, Leases, Investments, Financial Analysis, Disposition, Real Estate Economics, Property Management, Real Estate Transactions, Valuation, Investment Properties, Financial Modeling, Commercial Real Estate, Real Estate Development, Cash Flow, Argus Modeling, Financial Reporting, Asset Management, Acquisitions, Underwriting, Property, Dispositions
Education
University of Arizona 1988 — 1994
BS, Finance, Accounting
National Funding March 2012 - Present
Desert European Motorcars, Ltd. February 2010 - March 2012
Cole Real Estate Investments April 2010 - January 2012
Websense November 2008 - July 2010
National Funding June 2007 - November 2008
Skills
Salesforce.com, Sales, New Business Development, Cloud Computing, Lead Generation, Direct Sales, Marketing Strategy, Sales Process, Marketing, Sales Operations, Leadership, CRM, Business Development, Sales Presentations, Sales Management
Education
California State University-San Marcos - College of Business Administration 2004 — 2006
Bachelor of Science in Business Administration, Service Sector Management with Emphasis in Marketing
AssetMark March 2015 - Present
Institutional Real Estate, Inc. July 2014 - March 2015
Marcus & Millichap February 2013 - July 2014
Cole Real Estate Investments May 2011 - February 2013
Johnson Media Ventures LLC April 2009 - May 2011
Cygnus Business Media August 2010 - April 2011
American Airlines July 2006 - September 2008
CoStar Group January 2005 - June 2006
Wells Real Estate Funds November 2002 - January 2005
Penton Media September 1992 - December 1999
Skills
Marketing, Social Media, Retail, Media Relations, New Business Development, Business Development, B2B, Leadership, Sales, Management, Blogging, Public Relations, Real Estate, Publishing, Commercial Real Estate, Disposition, Public Speaking, Investment Properties, Social Media Marketing, Marketing Strategy, Marketing Communications, Online Marketing, Market Research, Advertising
Education
University of Missouri-Columbia 1980 — 1982
Bachelor's degree, Business Journalism
Missouri Southern State University 1978 — 1980
Associate of Arts (A.A.), Business, Journalism
VEREIT, Inc. September 2011 - Present
Cole Real Estate Investments February 2008 - September 2011
Cylon, LLC September 2007 - February 2008
First Credit Union March 2007 - September 2007
First Credit Union September 2005 - March 2007
Skills
Project Management, Business Analysis, Leadership, Financial Analysis, Accounting, Training, Process Improvement, Change Control, Quality Assurance, Budgeting, System Administration, Integration Planning, Public Speaking, Business Process..., Salesforce.com, Team Building, CRM
Education
Arizona State University, W. P. Carey School of Business
Bachelor of Science, Accountancy
Rele-Ventures April 2012 - Present
Cole Real Estate Investments June 2013 - August 2013
Greywolf Partners, Inc. July 2012 - August 2012
Greywolf Partners, Inc. October 2010 - July 2012
Greywolf Partners, Inc. June 2010 - October 2010
Wieber Commercial Investment Real Estate (WCIRE) December 2007 - May 2008
Skills
Valuation, Market Research, Property Management, Real Estate Transactions, Apartments, Real Estate Economics, Contract Negotiation, Email Marketing, Online Marketing, Entrepreneurship, Argus Modeling, Leasing, Real Estate Negotiation, Social Media, Real Estate Finance, Investor Reporting, Client Relationship..., Financial Analysis, Market Analysis, Public Speaking, Underwriting, Retail, Yardi, Microsoft Excel, Small Business Marketing, Event Planning, Consulting, GIS, Brokerage, CRM
Education
University of St. Thomas
University of Michigan
Fidelity Investments September 2012 - Present
Cole Real Estate Investments April 2008 - September 2012
Financial Registrations, Inc. October 2005 - April 2008
NASD 2004 - 2005
Emap 1999 - 2001
Skills
Securities, FINRA, Due Diligence, Series 7, Investments, Securities Regulation, Series 24, Corporate Governance, Risk Management
Education
Villanova University School of Law 2001 — 2004
JD, Law
University of Southern California 1997 — 2001
BA, Political Science
Realty Capital Securities April 2009 - Present
PLANCO October 2006 - April 2009
Cole Real Estate Investments 2006 - 2007
ING Funds 2004 - 2005
Skills
Series 63, Series 7, Alternative Investments
Education
Arizona State University 1998 — 2002
Long View Systems July 2011 - Present
Long View Systems, Consultant to Marathon Oil Corporation April 2013 - November 2013
Long View Systems August 2012 - December 2012
Cole Real Estate Investments January 2009 - July 2011
CORE Technology Services October 2008 - January 2009
David and Sam PR July 2007 - July 2008
American Marketing Association (AMA), ASU Chapter January 2008 - May 2008
CompUSA August 2006 - May 2007
CompUSA July 2005 - August 2006
Skills
Outlook, Microsoft Excel, Leadership, Customer Satisfaction, Customer Service, Troubleshooting, Active Directory..., Networking, Public Speaking, Research, Technical Support, Technical Writing, Wireless Site Surveys, Windows 7, Training, Management, Active Directory
Education
Arizona State University, W. P. Carey School of Business 2007 — 2008
Bachelor, Marketing
Scottsdale Community College 2002 — 2004
A-BUS, Business
The Annexus Group - Annexus Distributors February 2014 - Present
Walton International Group January 2012 - February 2014
Walton International Group January 2011 - January 2012
Cole Real Estate Investments November 2007 - October 2009
Cole Real Estate Investments 2005 - 2007
Skills
Series 63, Series 7, Investments, Asset Managment, Asset Allocation, Securities, Series 24, Alternative Investments, Sales, Salesforce.com, New Business Development, Strategic Planning, Sales Management, Relationship Management, Fixed Annuities, Portfolio Management, Strategic Financial..., Mutual Funds, Investment Strategies, FINRA, Funding, Financial Services, Investor Relations, Equities, Financial Advisory, Investment Advisory, Asset Management, 401k, Retirement, Equity Indexed Annuities, Financial Planning
Education
State University of New York at Albany 1998 — 2002
BS, Economics
University College Cork 2002 — 2002
Business Administration and Management, General
Isagenix June 2014 - Present
Isagenix February 2009 - September 2010
Cole Real Estate Investments February 2007 - February 2009
Freescale Semiconductor 2005 - 2006
Skills
Financial Analysis, Process Improvement, Financial Modeling, Strategic Financial..., Forecasting, Financial Accounting, Accounting, Planning Budgeting &..., Finance, Financial Reporting, Account Reconciliation, Sarbanes-Oxley Act, General Ledger, Budgets, Financial Planning
Education
Arizona State University 2003 — 2005
BS, Economics
DriveTime August 2014 - Present
Cole Real Estate Investments July 2010 - August 2014
Ernst & Young August 2003 - July 2010
Skills
Internal Controls, Sarbanes-Oxley Act, SEC filings, US GAAP, Technical Accounting..., Auditing, PCAOB standards, CPA, SEC Financial Reporting, Corporate Financial..., Accounting, Financial Statements, Consolidation, Joint Ventures, Variable Interest..., Interest Rate Hedging, Impairment Testing, Property Disposition, Commercial Real Estate, REIT, Leases, Business Acquisition, Business Valuation, Cash Flow Reporting, Big 4, Real Estate Due..., Fair Value, Consolidated Financial..., Financial Analysis, Mergers & Acquisitions, Accounts Payable, Accounts Receivable, SEC financ, Acquisition Integration, IPO, Treasury Management, Variance Analysis, Purchase Price..., Account Reconciliation, General Ledger, Asset Management, Assurance, Financial Audits, Financial Statement..., System Implementations, XBRL, CMBS, Commercial Property..., Tax
Education
Brigham Young University 1996 — 2003
Accounting
Griffin Capital Securities March 2015 - Present
Cole Real Estate Investments December 2006 - March 2015
Wells Fargo Financial July 2006 - November 2006
Skills
Wealth Management, Mutual Funds, Investments, Portfolio Management, Financial Advisory, Series 7
Education
University of Arizona 2002 — 2006
Bachelor's, Communication and Business
Cole Real Estate Investments January 2013 - Present
Cole Real Estate Investments March 2007 - January 2013
Rural Metro Corporation June 2004 - March 2007
Lifescan, Inc. (a Johnson & Johnson subsidiary) February 2003 - May 2004
Beckman Coulter, Inc. May 2001 - February 2003
BDO Seidman, LLP September 1997 - May 2001
Skills
US GAAP, SEC filings, Internal Controls, Financial Reporting, Accounting, Auditing, Financial Accounting, General Ledger, Accounts Payable, Process Improvement, Real Estate, Account Reconciliation, CPA, Accounts Receivable, Consolidation
Education
University of California, Santa Barbara 1993 — 1997
Bachelor of Arts (B.A.), Business Economics w/Accounting Emphasis
Tuckey Lane Institute August 2010 - Present
Graphics Salon July 1999 - Present
Bluerock Real Estate April 2009 - February 2011
Cole Real Estate Investments August 2007 - March 2009
Meritage Homes May 2006 - June 2007
Centex Homes September 2003 - April 2006
CB Richard Ellis November 2002 - July 2003
Lee & Associates Arizona February 2000 - February 2002
Skills
Advertising, Email Marketing, Marketing Strategy, Selling, Retail, Integrated Marketing, Event Planning, Project Management, User Experience, Microsoft Office, Budgets, Management
Education
Collins College 1998 — 2001
BA, Multimedia
Mission Community Church February 2013 - Present
Mission Community Church February 2011 - February 2013
Cole Real Estate Investments July 2009 - February 2011
Cole Real Estate Investments August 2007 - July 2009
Cole Real Estate Investments May 2007 - August 2007
Salem Communications September 2006 - April 2007
Starbucks Coffee Company June 2002 - September 2006
Skills
Email Marketing, Marketing, Salesforce.com, Management, Editing, Newsletters, Customer Service, Nonprofits, PowerPoint, Direct Mail, Program Management, Microsoft Excel, Creative Direction, Human Resources, Interviews, Marketing Strategy, Social Media Marketing
Education
New Life School of Worship 2004 — 2005
Certificate of Worship Ministry
University of North Texas 2000 — 2003
Bachelor of Arts, Communication Studies
Cole Real Estate Investments February 2011 - Present
Education
Temple University - Fox School of Business and Management 1995 — 1998
Bus Adm, Finance, Actuarial Science
Ensemble Real Estate Solutions April 2012 - Present
Cole Real Estate Investments March 2010 - September 2012
Kitchell 2000 - 2001
Skills
Real Estate, Property Management, Real Estate Development, Investment Properties, Leases, Commercial Real Estate, Dispositions, Landlords, Tenant, Real Estate Transactions, Lease Administration
Education
Prairie State College
SK Research, LLC October 2011 - June 2015
Walton International Group (USA), Inc. November 2010 - October 2011
Cole Real Estate Investments October 2003 - October 2010
Commonwealth Financial 1997 - 2003
Education
Arizona State University 1993 — 1997
BS, Economics
Cole Real Estate Investments August 2007 - Present
Cole Real Estate Investments 2007 - 2010
Education
Simpson College
BA Management
Walden University
MBA
American Realty Capital Properties March 2015 - Present
Starwood Hotels & Resorts Worldwide, Inc. March 2014 - March 2015
American Realty Capital Properties (formerly Cole Real Estate Investments) January 2012 - March 2014
Cole Real Estate Investments June 2010 - January 2012
Cole Real Estate Investments June 2007 - June 2010
PwC September 2003 - June 2007
PricewaterhouseCoopers 2003 - 2007
Skills
GAAP, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, Financial Analysis, SEC filings, Sarbanes-Oxley, Financial Statements, Consolidation, Revenue Recognition, Internal Audit, Account Reconciliation, SEC Filings, Finance, Hyperion
Education
Arizona State University 2002 — 2003
Master's Degree, Taxation
University of Arizona, Eller College of Management 1998 — 2002
Bachelor's degree, Accounting
Eagle Capital Markets Group, a division of Griffin Capital Securities, Inc. March 2015 - Present
Cole Real Estate Investments September 2013 - March 2015
Cole Capital January 2013 - September 2013
Cole Capital February 2012 - February 2013
MFS Investment Management September 2007 - February 2012
JPMorgan Chase May 2006 - September 2007
Northwestern Mutual 2000 - 2000
Skills
Alternative Investments, BDCs, Mutual Funds, REITS, Investments, Outside Sales, Retirement Planning, Asset Allocation, Face to Face Sales, Investment Strategies, Series 63, Series 7, Series 6, Territory Development, Salesforce.com, Mortgage Banking, Fixed Annuities, Banking, Sales Logix, Financial Advisory
Education
Miami University 1998 — 2003
Bachelor of Science in Business, Finance, Acounting, Economics
Cole Real Estate Investments May 2010 - Present
GCON, Inc. April 2010 - May 2010
Opus West Corporation November 2001 - February 2010
Lyon Golf 1996 - 2001
The Arizona Biltmore Resort 1994 - 1996
Education
Elgin Community College
Superior Court of Arizona in Maricopa County June 2015 - Present
Sandra Day O’Connor College of Law August 2014 - Present
Maricopa County Justice Court January 2015 - June 2015
Durfee Law Group, PLLC June 2014 - August 2014
Cole Real Estate Investments May 2013 - August 2013
4th District Court November 2012 - January 2013
Slate Canyon Youth Center December 2011 - October 2012
Brigham Young University January 2009 - December 2011
Skills
Stata, Editing, Budgets, Public Speaking, Teaching, Blogging, SEO, Research, English, Training, Photoshop, PowerPoint, Coaching, Video Editing, Leadership, Management, Customer Service, Microsoft Office, HTML, Final Cut Pro, Teamwork, Entrepreneurship, Spanish, Microsoft Word, Access, Start-ups, Social Media, Microsoft Excel, Public Relations, Negotiation, Data Analysis, Legal Research
Education
Arizona State University Sandra Day O'Connor College of Law 2014 — 2016
Juris Doctor (J.D.)
University of California, Hastings College of the Law 2013 — 2014
Doctor of Law (JD)
Brigham Young University 2008 — 2012
BS, Psychology, Media Arts Studies
Spruceview Capital Partners April 2014 - Present
Cole Real Estate Investments November 2010 - March 2014
Founders Asset Management May 1996 - December 2009
INVESCO Funds Group, Inc. February 1993 - May 1996
Education
Harvard Law School
Juris Doctor
University of Nebraska-Lincoln
BA, Political Science
First Solar January 2015 - Present
Cole Real Estate Investments July 2013 - Present
Ernst & Young September 2009 - July 2013
Avnet October 2005 - August 2008
Cronstrom Osuch and Company January 2008 - May 2008
Protiviti June 2007 - July 2007
Education
Arizona State University 2004 — 2009
BS Accounting, Masters of Accounting, Business, Accounting
Desert Vista
VEREIT, Inc. April 2015 - Present
American Realty Capital Properties February 2014 - March 2015
Cole Real Estate Investments May 2013 - February 2014
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Accounting, Teamwork, English, Outlook, Windows, Data Entry, AvidXChange, MRI Software, Concur, Time Management, Budgets, AvidXchange, Wire Transfers
Education
Arizona State University 2009 — 2013
Accountancy & Finance
BNY Mellon Wealth Management January 2015 - Present
Viceroy Consulting Services LLC, August 2009 - Present
Cole Real Estate Investments September 2011 - May 2013
Viceroy Consulting Services LLC July 2009 - September 2011
AllianceBernstein Investment, Inc December 2008 - September 2009
AllianceBernstein January 2008 - January 2009
AllianceBernstein August 2004 - September 2008
Goldman Sachs January 1998 - December 2003
New England Funds January 1996 - January 1998
Federated Investors August 1992 - January 1996
Skills
Business Development, Portfolio Management, Investment Management, Strategy, Alternative Investments, Asset Managment, Mutual Funds, Asset Management, New Business Development, Financial Services, Hedge Funds, Dynamic Speaker, Financial Advisory, Wealth Management, Investment Strategies, Investment Advisory, Strategic Financial..., Retirement, Investment Banking, Separately Managed..., Fixed Annuities, Mergers & Acquisitions, Series 7, Wealth Management..., Securities, Series 63, Wealth, High Net Worth..., Fixed Income, ETFs, Investments, Equities, Retirement Planning, Bonds, FINRA, Financial Planning
Education
Indiana University of Pennsylvania 1987 — 1991
Bachelor of Science Degree, Management Information Systems with Concentration in Finance
General Growth Properties June 2014 - Present
Simon Property Group May 2012 - June 2014
adidas group March 2010 - August 2012
Cole Real Estate Investments 2007 - 2009
Skills
Commercial Real Estate, Budgets
Education
Arizona State University
Barrington
Cole Real Estate Investments January 2013 - Present
Arizona State University May 2011 - December 2013
Arizona State University August 2010 - December 2013
Arizona State University May 2008 - December 2013
Arizona State University August 2007 - December 2013
Arizona State University August 2007 - December 2013
Skills
Microsoft Office, Team Leadership, Teamwork, Art, Computer Hardware, Knitting, Wood Carving
Education
Arizona State University 2006 — 2013
Bachelor of Science, Accounting
Arizona State University 2006 — 2013
Bachelor of Fine Arts (B.F.A.), Painting
American Realty Capital January 2013 - Present
Cole Real Estate Investments January 2011 - December 2012
EndPoint Financial LLC January 2008 - September 2010
Education
Harvard Business School 1988 — 1990
Master of Business Administration (MBA)
Ohio Wesleyan University 1982 — 1986
Bachelor of Arts (B.A.), Economics