CWCapital LLC
Industry: Commercial company
DescriptionFounded: 1972 Parent organization: Fortress Investment Group Subsidiaries: Rockwood Real Estate Advisors LLC, CW Capital Investments, CWCapital Asset Management LLC
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CWCapital LLC Employees
Employee
Years
Job
Industry
Chris Rumul Chris Rumul's CWCapital LLC Experience November 2009 - July 2011
Job Senior Vice President at Walker & Dunlop
Industry Real Estate
Experience
Walker & Dunlop (formerly CWCapital LLC) July 2011 - Present
CWCapital LLC November 2009 - July 2011
CWCapital LLC June 2007 - November 2009
The Flatley Company June 2006 - June 2007
Skills
Insurance, Underwriting, Real Estate, Mortgage Lending, Loans, Portfolio Management, Due Diligence, Refinance, Finance, Leases, Commercial Real Estate, Real Estate Economics, Financial Analysis, Loan Servicing, Credit, Asset Management
Education
Bryant University 2002 — 2006
Bachelor's of Science Business Administration, Marketing, Management
Boston University
Commercial Real Estate Certificate
Boston University
Real Estate Finance Certificate
Walker & Dunlop (formerly CWCapital LLC) July 2011 - Present
CWCapital LLC November 2009 - July 2011
CWCapital LLC June 2007 - November 2009
The Flatley Company June 2006 - June 2007
Skills
Insurance, Underwriting, Real Estate, Mortgage Lending, Loans, Portfolio Management, Due Diligence, Refinance, Finance, Leases, Commercial Real Estate, Real Estate Economics, Financial Analysis, Loan Servicing, Credit, Asset Management
Education
Bryant University 2002 — 2006
Bachelor's of Science Business Administration, Marketing, Management
Boston University
Commercial Real Estate Certificate
Boston University
Real Estate Finance Certificate
Barbara Szaro Barbara Szaro's CWCapital LLC Experience March 2011 - May 2012
Job Proposal/Operations Manager at ArcSource Group, Inc.
Industry Information Technology and Services
Experience
Avēsis Incorporated May 2014 - September 2015
Signature Consulting Group May 2012 - April 2014
CWCapital LLC March 2011 - May 2012
Rain For Rent October 2006 - April 2010
Rainbow Design January 2006 - May 2006
InTANK Services, Inc. May 2002 - August 2003
Arch Wireless July 1997 - November 2001
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Microsoft Office, Process Scheduler, Proposal Writing, Sales, Management, Leadership, Process Improvement, Program Management, Project Management, Project Planning
Education
University of Phoenix 2000 — 2002
MBA, Business Administration
University of Maryland College Park 1993 — 1996
BA, Theatre - Design
Avēsis Incorporated May 2014 - September 2015
Signature Consulting Group May 2012 - April 2014
CWCapital LLC March 2011 - May 2012
Rain For Rent October 2006 - April 2010
Rainbow Design January 2006 - May 2006
InTANK Services, Inc. May 2002 - August 2003
Arch Wireless July 1997 - November 2001
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Microsoft Office, Process Scheduler, Proposal Writing, Sales, Management, Leadership, Process Improvement, Program Management, Project Management, Project Planning
Education
University of Phoenix 2000 — 2002
MBA, Business Administration
University of Maryland College Park 1993 — 1996
BA, Theatre - Design
Baba Uppal Baba Uppal's CWCapital LLC Experience November 2006 - November 2008
Job VP Business Development at AFINITY
Industry Internet
Experience
AFINITY 2015 - Present
Startup 2014 - 2015
Endemol USA May 2010 - 2014
A&E Television Networks February 2009 - April 2010
Curb Media September 2009 - February 2010
CWCapital, LLC November 2006 - November 2008
ICON Aircraft May 2008 - October 2008
Medsite, Inc. 2000 - 2001
PricewaterhouseCoopers November 1998 - March 2000
Skills
Marketing Strategy, Financial Modeling, Strategic Partnerships, Digital Media, Video, Business Development, Business Strategy, Innovation, Deal Structures, Feasibility Studies, Business Case Modelling, Mobile Games, Social Games, Interactive TV, Investment Strategies, Business Model..., Digital Distribution, Digital Marketing, Film Production, Television, Product Management, Entrepreneurship, Start-ups, New Media, User Experience, Mobile Applications, Facebook, Film, Video Production, Monetization, Digital Video, Marketing
Education
University of Southern California - Marshall School of Business 2002 — 2004
MBA, Real Estate, Strategy & Entrepreneurship
Washington University in St. Louis 1994 — 1998
BS, Biology
University College London, U. of London
AFINITY 2015 - Present
Startup 2014 - 2015
Endemol USA May 2010 - 2014
A&E Television Networks February 2009 - April 2010
Curb Media September 2009 - February 2010
CWCapital, LLC November 2006 - November 2008
ICON Aircraft May 2008 - October 2008
Medsite, Inc. 2000 - 2001
PricewaterhouseCoopers November 1998 - March 2000
Skills
Marketing Strategy, Financial Modeling, Strategic Partnerships, Digital Media, Video, Business Development, Business Strategy, Innovation, Deal Structures, Feasibility Studies, Business Case Modelling, Mobile Games, Social Games, Interactive TV, Investment Strategies, Business Model..., Digital Distribution, Digital Marketing, Film Production, Television, Product Management, Entrepreneurship, Start-ups, New Media, User Experience, Mobile Applications, Facebook, Film, Video Production, Monetization, Digital Video, Marketing
Education
University of Southern California - Marshall School of Business 2002 — 2004
MBA, Real Estate, Strategy & Entrepreneurship
Washington University in St. Louis 1994 — 1998
BS, Biology
University College London, U. of London
Kristin Pohl Kristin Pohl's CWCapital LLC Experience May 2007 - August 2009
Job Real Estate Analyst at Berkadia Commercial Mortgage LLC
Industry Financial Services
Experience
Berkadia Commercial Mortgage LLC March 2011 - Present
Texas Water Development Board October 2009 - March 2011
CWCapital LLC May 2007 - August 2009
JP Morgan January 2006 - May 2007
Education
Texas A&M University 2004 — 2005
Masters, Land Economics and Real Estate
Texas A&M University 2000 — 2004
Berkadia Commercial Mortgage LLC March 2011 - Present
Texas Water Development Board October 2009 - March 2011
CWCapital LLC May 2007 - August 2009
JP Morgan January 2006 - May 2007
Education
Texas A&M University 2004 — 2005
Masters, Land Economics and Real Estate
Texas A&M University 2000 — 2004
Kalina Valladares Kalina Valladares's CWCapital LLC Experience March 2006 - March 2009
Job Asset Manager at Walker & Dunlop (fka CWCapital LLC)
Industry Real Estate
Experience
Walker & Dunlop April 2009 - Present
CWCapital LLC March 2006 - March 2009
MMA Financial 2004 - 2006
Boston Capital 2002 - 2004
Skills
Asset Management, Portfolio Management, Financial Analysis, Real Estate Investment, Market Analysis, Asset Valuation, Loan Servicing, Commercial Lending, Commercial Banking, Real Estate Finance
Education
Curry College 2009 — 2011
Master of Business Administration (MBA)
Boston University 2003 — 2005
Certificate in Real Estate Finance
University of Economics, Varna, Bulgaria 1994 — 1998
Bachelor of Science (BS), Finance and Accounting
Walker & Dunlop April 2009 - Present
CWCapital LLC March 2006 - March 2009
MMA Financial 2004 - 2006
Boston Capital 2002 - 2004
Skills
Asset Management, Portfolio Management, Financial Analysis, Real Estate Investment, Market Analysis, Asset Valuation, Loan Servicing, Commercial Lending, Commercial Banking, Real Estate Finance
Education
Curry College 2009 — 2011
Master of Business Administration (MBA)
Boston University 2003 — 2005
Certificate in Real Estate Finance
University of Economics, Varna, Bulgaria 1994 — 1998
Bachelor of Science (BS), Finance and Accounting
Michael Volz's CWCapital LLC Experience December 2003 - September 2009
Job Consultant at Oncor Electric Delivery
Industry Commercial Real Estate
Experience
Oncor Electric Delivery October 2010 - Present
CWCapital LLC December 2003 - September 2009
Lend Lease REI April 2000 - December 2003
Amresco, Inc. August 1991 - April 2000
Bank of America January 1988 - July 1991
Skills
Financial Reporting, Corporate Finance, Due Diligence, Asset Managment, Mergers & Acquisitions, Accounting, Internal Controls, Finance, Investments, Budgets, Portfolio Management, Managerial Finance, Banking, Auditing, Credit, Financial Accounting, Management, Cash Management, Loans, Credit Analysis, Analysis, Structured Finance, Variance Analysis, General Ledger, Political Consulting, Political Management, Federal Law, Governmental Affairs, State Government, Legislative Policy, Legislative Affairs, Legal Compliance, Lobbying, Bill Tracking, Internal & External..., Tax Advisory, Fundraising
Education
University of North Texas 1984 — 1987
BBA, Finance/Accounting
Texas Tech University 1982 — 1984
Oncor Electric Delivery October 2010 - Present
CWCapital LLC December 2003 - September 2009
Lend Lease REI April 2000 - December 2003
Amresco, Inc. August 1991 - April 2000
Bank of America January 1988 - July 1991
Skills
Financial Reporting, Corporate Finance, Due Diligence, Asset Managment, Mergers & Acquisitions, Accounting, Internal Controls, Finance, Investments, Budgets, Portfolio Management, Managerial Finance, Banking, Auditing, Credit, Financial Accounting, Management, Cash Management, Loans, Credit Analysis, Analysis, Structured Finance, Variance Analysis, General Ledger, Political Consulting, Political Management, Federal Law, Governmental Affairs, State Government, Legislative Policy, Legislative Affairs, Legal Compliance, Lobbying, Bill Tracking, Internal & External..., Tax Advisory, Fundraising
Education
University of North Texas 1984 — 1987
BBA, Finance/Accounting
Texas Tech University 1982 — 1984
Ken Buchanan's CWCapital LLC Experience May 2005 - October 2012
Job Senior Vice President & Director of FHA Underwriting at Walker & Dunlop
Industry Financial Services
Experience
Walker & Dunlop August 2013 - Present
Walker & Dunlop September 2012 - July 2014
CWCapital LLC May 2005 - October 2012
M&T Bank April 2004 - May 2005
Valuation & Information Group 2001 - March 2004
Skills
Certified General..., FHA, Underwriting, Appraisals, HUD, LIHTC, Loans, Real Estate Finance, Senior Housing, Real Estate Economics, Real Estate, Retirement Homes, Valuation, Real Estate Financing, Commercial Mortgages, Property, Disposition, Finance, Apartments, Mortgage Lending, CMBS, Asset Management, Due Diligence, Financial Structuring, Loan Origination, Structured Finance, Commercial Lending, Commercial Real Estate, Brokerage, Credit Analysis, Investments, Dispositions
Education
University of Delaware - Lerner College of Business and Economics 1992 — 1996
Bachelor of Science, Finance
Walker & Dunlop August 2013 - Present
Walker & Dunlop September 2012 - July 2014
CWCapital LLC May 2005 - October 2012
M&T Bank April 2004 - May 2005
Valuation & Information Group 2001 - March 2004
Skills
Certified General..., FHA, Underwriting, Appraisals, HUD, LIHTC, Loans, Real Estate Finance, Senior Housing, Real Estate Economics, Real Estate, Retirement Homes, Valuation, Real Estate Financing, Commercial Mortgages, Property, Disposition, Finance, Apartments, Mortgage Lending, CMBS, Asset Management, Due Diligence, Financial Structuring, Loan Origination, Structured Finance, Commercial Lending, Commercial Real Estate, Brokerage, Credit Analysis, Investments, Dispositions
Education
University of Delaware - Lerner College of Business and Economics 1992 — 1996
Bachelor of Science, Finance
Maria Terrizzi Maria Terrizzi's CWCapital LLC Experience 2004 - 2010
Job Senior Payroll Specialist / HR Services Representative
Industry Financial Services
Experience
Symbotic LLC March 2013 - September 2015
FLIR Systems October 2012 - February 2013
Grand Circle Travel Inc September 2012 - October 2012
Dyax May 2012 - August 2012
PerkinElmer April 2011 - October 2011
CWCapital LLC 2004 - 2010
NELCO July 2003 - March 2004
Context Integration 1999 - 2002
Skills
Project Management, Deferred Compensation, Financial Analysis, Talent Acquisition, Accounting, Human Resources, Recruiting, Team Leadership, Process Improvement, Employee Benefits, Employee Relations, HRIS, Vendor Management, Payroll, Project Planning, Management, Applicant Tracking..., Personnel Management, New Hire Orientations, FMLA, Strategy, Onboarding, ADP Payroll
Education
Middlesex Community College
Associates, Business Administration
Symbotic LLC March 2013 - September 2015
FLIR Systems October 2012 - February 2013
Grand Circle Travel Inc September 2012 - October 2012
Dyax May 2012 - August 2012
PerkinElmer April 2011 - October 2011
CWCapital LLC 2004 - 2010
NELCO July 2003 - March 2004
Context Integration 1999 - 2002
Skills
Project Management, Deferred Compensation, Financial Analysis, Talent Acquisition, Accounting, Human Resources, Recruiting, Team Leadership, Process Improvement, Employee Benefits, Employee Relations, HRIS, Vendor Management, Payroll, Project Planning, Management, Applicant Tracking..., Personnel Management, New Hire Orientations, FMLA, Strategy, Onboarding, ADP Payroll
Education
Middlesex Community College
Associates, Business Administration
Jonathon Walsh Jonathon Walsh's CWCapital LLC Experience June 2012 - September 2012
Job Analyst Junior Underwriter at Centennial Mortgage, Inc.
Industry Banking
Experience
Centennial Mortgage, Inc. March 2015 - Present
Walker & Dunlop August 2014 - February 2015
Walker & Dunlop September 2012 - August 2014
CWCapital LLC June 2012 - September 2012
CWCapital LLC June 2011 - September 2011
Oregon State University Housing and Dining Services Residential Conferences June 2008 - August 2010
University Housing & Dining Services 2008 - 2010
Quality Counts, LLC March 2006 - December 2007
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Leadership, Public Speaking, Management, Data Analysis, Event Planning, Social Networking, Accounting, Outlook, Time Management, Loans, Finance, Underwriting, Financial Analysis
Education
Oregon State University 2007 — 2011
Finance, International Business
Tigard High School 2004 — 2007
Centennial Mortgage, Inc. March 2015 - Present
Walker & Dunlop August 2014 - February 2015
Walker & Dunlop September 2012 - August 2014
CWCapital LLC June 2012 - September 2012
CWCapital LLC June 2011 - September 2011
Oregon State University Housing and Dining Services Residential Conferences June 2008 - August 2010
University Housing & Dining Services 2008 - 2010
Quality Counts, LLC March 2006 - December 2007
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Leadership, Public Speaking, Management, Data Analysis, Event Planning, Social Networking, Accounting, Outlook, Time Management, Loans, Finance, Underwriting, Financial Analysis
Education
Oregon State University 2007 — 2011
Finance, International Business
Tigard High School 2004 — 2007
Steven Natale's CWCapital LLC Experience September 2010 - October 2011
Job Loan Officer at Walker & Dunlop
Industry Financial Services
Experience
Walker & Dunlop January 2014 - Present
Walker & Dunlop December 2012 - December 2013
Walker & Dunlop November 2011 - November 2012
CWCapital LLC September 2010 - October 2011
Skills
Asset Management, Valuation, Loans, Financial Analysis, Portfolio Management, Real Estate Economics, Due Diligence, Underwriting, Investments, Finance, Mortgage Lending, Credit, Loan Origination, Financial Modeling, Real Estate
Education
Bentley University 2011 — 2013
Master's Degree, Finance
Bentley University 2006 — 2009
Bachelor's Degree, Corporate Finance & Accounting
Saint John's High School (Shrewsbury, MA) 2002 — 2006
Walker & Dunlop January 2014 - Present
Walker & Dunlop December 2012 - December 2013
Walker & Dunlop November 2011 - November 2012
CWCapital LLC September 2010 - October 2011
Skills
Asset Management, Valuation, Loans, Financial Analysis, Portfolio Management, Real Estate Economics, Due Diligence, Underwriting, Investments, Finance, Mortgage Lending, Credit, Loan Origination, Financial Modeling, Real Estate
Education
Bentley University 2011 — 2013
Master's Degree, Finance
Bentley University 2006 — 2009
Bachelor's Degree, Corporate Finance & Accounting
Saint John's High School (Shrewsbury, MA) 2002 — 2006
Christopher Bosse Christopher Bosse's CWCapital LLC Experience April 2004 - December 2012
Job Associate at Walker & Dunlop, LLC
Industry Commercial Real Estate
Experience
Walker & Dunlop January 2015 - Present
Walker & Dunlop December 2012 - December 2014
CWCapital, LLC April 2004 - December 2012
Banknorth, N.A. January 2003 - March 2004
Warren Five Cents Savings Bank 2001 - 2003
Warren Five Cents Savings Bank 1999 - 2001
Warren Five Cents Savings Bank 1996 - 1999
Skills
CMBS, Loan Servicing of..., Commercial Mortgages, Cash Management, Commercial Banking, Retail Banking, Loan Servicing, Commercial Lending, Real Estate, Underwriting
Education
Salem State College
Bachelor of Science, Business Administration, Marketing
Walker & Dunlop January 2015 - Present
Walker & Dunlop December 2012 - December 2014
CWCapital, LLC April 2004 - December 2012
Banknorth, N.A. January 2003 - March 2004
Warren Five Cents Savings Bank 2001 - 2003
Warren Five Cents Savings Bank 1999 - 2001
Warren Five Cents Savings Bank 1996 - 1999
Skills
CMBS, Loan Servicing of..., Commercial Mortgages, Cash Management, Commercial Banking, Retail Banking, Loan Servicing, Commercial Lending, Real Estate, Underwriting
Education
Salem State College
Bachelor of Science, Business Administration, Marketing
Ellen Guelfi's CWCapital LLC Experience May 2005 - September 2012
Job Vice President at Rockport Mortgage Corporation
Industry Real Estate
Experience
Rockport Mortgage Corporation September 2013 - Present
Walker & Dunlop September 2012 - June 2013
CWCapital, LLC May 2005 - September 2012
U.S. Department of HUD January 1991 - May 2004
Skills
Loans, Mortgage Lending, Real Estate, Underwriting, Real Estate Development, Commercial Real Estate, Real Estate Financing, Commercial Mortgages, Real Estate Transactions, Real Estate Economics, Disposition, Mergers & Acquisitions, Asset Management, Investors, Finance, Investment Properties, Financial Services, Credit Analysis, Asset Managment, Commercial Lending, Due Diligence, Leases, Brokerage, Financial Analysis
Education
Assumption College 1985 — 1989
Bachelor of Arts, Politics and French
Falmouth High School 1981 — 1985
Rockport Mortgage Corporation September 2013 - Present
Walker & Dunlop September 2012 - June 2013
CWCapital, LLC May 2005 - September 2012
U.S. Department of HUD January 1991 - May 2004
Skills
Loans, Mortgage Lending, Real Estate, Underwriting, Real Estate Development, Commercial Real Estate, Real Estate Financing, Commercial Mortgages, Real Estate Transactions, Real Estate Economics, Disposition, Mergers & Acquisitions, Asset Management, Investors, Finance, Investment Properties, Financial Services, Credit Analysis, Asset Managment, Commercial Lending, Due Diligence, Leases, Brokerage, Financial Analysis
Education
Assumption College 1985 — 1989
Bachelor of Arts, Politics and French
Falmouth High School 1981 — 1985
Allison Gould Allison Gould's CWCapital LLC Experience June 2007 - April 2008
Job Multifamily Lending and Real Estate Attorney
Industry Law Practice
Experience
Self Employed November 2014 - Present
Ballard Spahr LLP June 2013 - August 2014
Morris, Manning & Martin, LLP 2008 - 2011
CWCapital LLC June 2007 - April 2008
Fannie Mae August 1985 - April 2007
ALSTON & BIRD September 1983 - August 1985
Skills
Commercial Real Estate, Affordable Housing, Loans, Investment Properties, Property Law, Multifamily loan..., Real Estate Law, Agency Lending, Asset Management, Leases, Mortgage Lending, Finance, Due Diligence
Education
Emory University School of Law 1980 — 1983
Doctor of Law (JD)
Furman University 1977 — 1980
Bachelor of Arts (BA), Political Science and Government
Self Employed November 2014 - Present
Ballard Spahr LLP June 2013 - August 2014
Morris, Manning & Martin, LLP 2008 - 2011
CWCapital LLC June 2007 - April 2008
Fannie Mae August 1985 - April 2007
ALSTON & BIRD September 1983 - August 1985
Skills
Commercial Real Estate, Affordable Housing, Loans, Investment Properties, Property Law, Multifamily loan..., Real Estate Law, Agency Lending, Asset Management, Leases, Mortgage Lending, Finance, Due Diligence
Education
Emory University School of Law 1980 — 1983
Doctor of Law (JD)
Furman University 1977 — 1980
Bachelor of Arts (BA), Political Science and Government
Serah Lee's CWCapital LLC Experience November 2011 - November 2012
Job Vice President at Pillar Multifamily, LLC; a Guggenheim Partners affiliate
Industry Real Estate
Experience
Pillar Multifamily, LLC; a Guggenheim Partners affiliate November 2012 - Present
CWCapital, LLC November 2011 - November 2012
H/2 Capital Partners August 2008 - April 2011
CIM Group Inc. June 2007 - August 2007
Touchstone Partners May 2002 - June 2006
Skills
Distressed Debt, Due Diligence, Underwriting, Real Estate Investment, Real Estate Development, Real Estate
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Real Estate
University of Michigan - Stephen M. Ross School of Business 1998 — 2002
BBA, Finance and CIS
Pillar Multifamily, LLC; a Guggenheim Partners affiliate November 2012 - Present
CWCapital, LLC November 2011 - November 2012
H/2 Capital Partners August 2008 - April 2011
CIM Group Inc. June 2007 - August 2007
Touchstone Partners May 2002 - June 2006
Skills
Distressed Debt, Due Diligence, Underwriting, Real Estate Investment, Real Estate Development, Real Estate
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Real Estate
University of Michigan - Stephen M. Ross School of Business 1998 — 2002
BBA, Finance and CIS
Melissa Pucciarelli's CWCapital LLC Experience November 2006 - April 2008
Job Senior Counsel at MetLife
Industry Financial Services
Experience
MetLife May 2008 - Present
CWCapital LLC November 2006 - April 2008
Cooley Godward Kronish LLP January 2004 - November 2006
Kronish Lieb Weiner & Hellman 2004 - 2006
Sidley Austin September 2001 - December 2003
Sidley Austin Brown & Wood LLP 2001 - 2003
Education
Fordham University School of Law 1998 — 2001
JD
Cornell University 1994 — 1998
BS, Hotel Management
Immaculate Heart Academy 1990 — 1994
MetLife May 2008 - Present
CWCapital LLC November 2006 - April 2008
Cooley Godward Kronish LLP January 2004 - November 2006
Kronish Lieb Weiner & Hellman 2004 - 2006
Sidley Austin September 2001 - December 2003
Sidley Austin Brown & Wood LLP 2001 - 2003
Education
Fordham University School of Law 1998 — 2001
JD
Cornell University 1994 — 1998
BS, Hotel Management
Immaculate Heart Academy 1990 — 1994
Charles Healey's CWCapital LLC Experience March 1998 - August 2012
Job Vice President at CWCapital LLC
Industry Commercial Real Estate
Experience
Walker & Dunlop September 2012 - December 2012
CWCapital LLC March 1998 - August 2012
Skills
CMBS, Asset Management, Portfolio Management, Due Diligence, Loans, Valuation, Commercial Mortgages, Underwriting, Real Estate, Disposition, Financial Analysis, Credit Analysis, Financial Modeling, Securitization, Commercial Lending, Accounting, Mortgage Lending, Real Estate Financing, Real Estate Economics, Corporate Finance, Banking, Asset Managment, Risk Management, Financial Reporting
Education
Bryant University 1976 — 1978
Master of Business Administration (MBA), Business Administration and Management, General
Roger Williams University 1971 — 1973
Bachelor's degree, Accounting
Walker & Dunlop September 2012 - December 2012
CWCapital LLC March 1998 - August 2012
Skills
CMBS, Asset Management, Portfolio Management, Due Diligence, Loans, Valuation, Commercial Mortgages, Underwriting, Real Estate, Disposition, Financial Analysis, Credit Analysis, Financial Modeling, Securitization, Commercial Lending, Accounting, Mortgage Lending, Real Estate Financing, Real Estate Economics, Corporate Finance, Banking, Asset Managment, Risk Management, Financial Reporting
Education
Bryant University 1976 — 1978
Master of Business Administration (MBA), Business Administration and Management, General
Roger Williams University 1971 — 1973
Bachelor's degree, Accounting
Abby Brzezinski's CWCapital LLC Experience May 2007 - April 2008
Job Principal at Red Sky Partners LLC
Industry Real Estate
Experience
Red Sky Partners LLC March 2012 - Present
Bank of America May 2008 - March 2012
CWCapital, LLC May 2007 - April 2008
Skills
Real Estate Economics, Loans, Financial Analysis, Real Estate, Real Estate Financing, Underwriting, Commercial Lending, Financial Modeling, Investments, Finance, Portfolio Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2011
MBA, Finance and Real Estate
University of Wisconsin-Madison - School of Business 2003 — 2007
Real Estate
Red Sky Partners LLC March 2012 - Present
Bank of America May 2008 - March 2012
CWCapital, LLC May 2007 - April 2008
Skills
Real Estate Economics, Loans, Financial Analysis, Real Estate, Real Estate Financing, Underwriting, Commercial Lending, Financial Modeling, Investments, Finance, Portfolio Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2011
MBA, Finance and Real Estate
University of Wisconsin-Madison - School of Business 2003 — 2007
Real Estate
Paul Sherrington's CWCapital LLC Experience May 2005 - December 2012
Job Managing Director at Pillar Multifamily, LLC
Industry Financial Services
Experience
Pillar Multifamily, LLC January 2014 - Present
CWCapital LLC May 2005 - December 2012
Prudential Mortgage Capital Company February 2002 - March 2005
Dechert LLP 1997 - 2002
Skills
Real Estate, Structured Finance, Real Estate Financing, Real Estate Economics, Financial Structuring, CMBS, Securitization, Due Diligence, Capital Markets, Asset Managment, Mezzanine, Private Equity, Joint Ventures, Bankruptcy, Loans, Commercial Real Estate, Management
Education
Georgetown University Law Center 1987 — 1991
JD/MBA
University of Notre Dame 1983 — 1987
Bachelor of Science (B.S.), Pre-Medicine/Pre-Medical Studies and English
KLHT
Pillar Multifamily, LLC January 2014 - Present
CWCapital LLC May 2005 - December 2012
Prudential Mortgage Capital Company February 2002 - March 2005
Dechert LLP 1997 - 2002
Skills
Real Estate, Structured Finance, Real Estate Financing, Real Estate Economics, Financial Structuring, CMBS, Securitization, Due Diligence, Capital Markets, Asset Managment, Mezzanine, Private Equity, Joint Ventures, Bankruptcy, Loans, Commercial Real Estate, Management
Education
Georgetown University Law Center 1987 — 1991
JD/MBA
University of Notre Dame 1983 — 1987
Bachelor of Science (B.S.), Pre-Medicine/Pre-Medical Studies and English
KLHT
Lauren (Poor) Berardi's CWCapital LLC Experience February 2007 - August 2012
Job Senior Loan Administrator at CWCapital LLC
Industry Financial Services
Experience
Walker & Dunlop September 2012 - December 2012
CWCapital LLC February 2007 - August 2012
Butler Bank 2003 - 2005
HPEFCU 2001 - 2002
Public Consulting Group January 1998 - June 2001
Public Consulting Group 1998 - 2001
Skills
Portfolio Management, CMBS, Loans, Loan Servicing, Commercial Lending, Loan Origination, Financial Structuring, Corporate Finance, Real Estate, Financial Analysis, Investments, Mortgage Lending, Commercial Mortgages, Credit Analysis, Due Diligence, Asset Management, Credit, Real Estate Economics, Underwriting, Banking
Education
Southern New Hampshire University 2005 — 2006
Northeastern University 1993 — 1999
Bachelors of Science, Political Science
Walker & Dunlop September 2012 - December 2012
CWCapital LLC February 2007 - August 2012
Butler Bank 2003 - 2005
HPEFCU 2001 - 2002
Public Consulting Group January 1998 - June 2001
Public Consulting Group 1998 - 2001
Skills
Portfolio Management, CMBS, Loans, Loan Servicing, Commercial Lending, Loan Origination, Financial Structuring, Corporate Finance, Real Estate, Financial Analysis, Investments, Mortgage Lending, Commercial Mortgages, Credit Analysis, Due Diligence, Asset Management, Credit, Real Estate Economics, Underwriting, Banking
Education
Southern New Hampshire University 2005 — 2006
Northeastern University 1993 — 1999
Bachelors of Science, Political Science
Scott Thurman's CWCapital LLC Experience February 1998 - September 2012
Job
Industry Banking
Experience
Walker & Dunlop September 2012 - November 2013
CWCapital LLC February 1998 - September 2012
U.S.Department of Housing & Urban Development August 1991 - February 1998
Skills
Underwriting, Loans, FHA, Valuation, Real Estate Finance, Due Diligence, Finance, Portfolio Management, HUD, Investment Properties, Refinance, Real Estate Financing, Commercial Mortgages, Loan Origination, Financial Risk, Credit Analysis, Real Estate Economics, Structured Finance, Asset Management, Financial Structuring, Credit, Insurance, Mortgage Lending
Education
Portland State University 1989 — 1991
Bachelor of Applied Science (B.A.Sc.), Business Administration, Management and Operations
Walker & Dunlop September 2012 - November 2013
CWCapital LLC February 1998 - September 2012
U.S.Department of Housing & Urban Development August 1991 - February 1998
Skills
Underwriting, Loans, FHA, Valuation, Real Estate Finance, Due Diligence, Finance, Portfolio Management, HUD, Investment Properties, Refinance, Real Estate Financing, Commercial Mortgages, Loan Origination, Financial Risk, Credit Analysis, Real Estate Economics, Structured Finance, Asset Management, Financial Structuring, Credit, Insurance, Mortgage Lending
Education
Portland State University 1989 — 1991
Bachelor of Applied Science (B.A.Sc.), Business Administration, Management and Operations
Brian Crain's CWCapital LLC Experience April 2004 - March 2009
Job Asset Manager at CW Financial Services LLC
Industry Real Estate
Experience
CW Financial Services LLC April 2009 - Present
CWCapital LLC April 2004 - March 2009
Lend Lease November 1999 - March 2004
JPMorgan Chase November 1994 - November 1998
Skills
FHA, Real Estate, Mortgage Lending, Investment Properties, Refinance, Mortgage Banking, Foreclosures, Loans, Residential Mortgages, Real Estate Economics, REO, Property, Loan Origination, Commercial Real Estate, Asset Management, Due Diligence, Real Estate Transactions, Investments, Structured Finance, Real Estate Financing, Finance, Financial Analysis, Corporate Finance, Real Estate Development, Valuation, Dispositions, Management, Leases, Property Management, Portfolio Management, Financial Modeling, Investors, Contract Negotiation, Mergers, Credit Analysis
Education
Boston University
Master of Business Administration (MBA)
University of Maryland College Park
Bachelor of Business Administration (B.B.A.)
CW Financial Services LLC April 2009 - Present
CWCapital LLC April 2004 - March 2009
Lend Lease November 1999 - March 2004
JPMorgan Chase November 1994 - November 1998
Skills
FHA, Real Estate, Mortgage Lending, Investment Properties, Refinance, Mortgage Banking, Foreclosures, Loans, Residential Mortgages, Real Estate Economics, REO, Property, Loan Origination, Commercial Real Estate, Asset Management, Due Diligence, Real Estate Transactions, Investments, Structured Finance, Real Estate Financing, Finance, Financial Analysis, Corporate Finance, Real Estate Development, Valuation, Dispositions, Management, Leases, Property Management, Portfolio Management, Financial Modeling, Investors, Contract Negotiation, Mergers, Credit Analysis
Education
Boston University
Master of Business Administration (MBA)
University of Maryland College Park
Bachelor of Business Administration (B.B.A.)
Alex Asch's CWCapital LLC Experience September 2004 - December 2012
Job Report Consultant at Produban
Industry Information Technology and Services
Experience
Produban January 2013 - Present
CWCapital LLC September 2004 - December 2012
LS Starrett Company 2002 - 2004
Atex January 1998 - 2000
Skills
Linux, Microsoft SQL Server, .NET, SQL, Project Management, C#, Team Leadership, Databases, SSRS, IT Management, SDLC, SharePoint, Software Project..., Software Development, Web Development, Visio, Active Directory, Requirements Analysis, Troubleshooting, Program Management
Education
Raritan Valley Community College 2011 — 2014
Engineering Science, Computer Software Engineering, 3.15
Boston University 2002 — 2002
Certification, MS Visual Basic/Oracle
University Of Phoenix 1997 — 2000
Masters, Computer Information Systems
Produban January 2013 - Present
CWCapital LLC September 2004 - December 2012
LS Starrett Company 2002 - 2004
Atex January 1998 - 2000
Skills
Linux, Microsoft SQL Server, .NET, SQL, Project Management, C#, Team Leadership, Databases, SSRS, IT Management, SDLC, SharePoint, Software Project..., Software Development, Web Development, Visio, Active Directory, Requirements Analysis, Troubleshooting, Program Management
Education
Raritan Valley Community College 2011 — 2014
Engineering Science, Computer Software Engineering, 3.15
Boston University 2002 — 2002
Certification, MS Visual Basic/Oracle
University Of Phoenix 1997 — 2000
Masters, Computer Information Systems
Andrew Gnazzo's CWCapital LLC Experience 2006 - December 2010
Job Managing Director at Walker & Dunlop
Industry Real Estate
Experience
Walker & Dunlop September 2012 - Present
CW Capital, LLC January 2011 - August 2012
CW Capital, LLC January 2010 - December 2011
CWCapital LLC 2006 - December 2010
Deutsche Bank Berkshire Mortgage 1999 - 2006
Skills
Disposition, Investment Properties, Commercial Mortgages, Investments, Real Estate Transactions, Financial Analysis, Portfolio Management, Private Equity, Property Management, Commercial Lending, Credit Analysis, Brokerage, Structured Finance, Affordable Housing, Financial Structuring, Real Estate Financing
Education
University of Oregon 1991 — 1995
BS, Economics
Northfield Mount Hermon 1988 — 1991
Walker & Dunlop September 2012 - Present
CW Capital, LLC January 2011 - August 2012
CW Capital, LLC January 2010 - December 2011
CWCapital LLC 2006 - December 2010
Deutsche Bank Berkshire Mortgage 1999 - 2006
Skills
Disposition, Investment Properties, Commercial Mortgages, Investments, Real Estate Transactions, Financial Analysis, Portfolio Management, Private Equity, Property Management, Commercial Lending, Credit Analysis, Brokerage, Structured Finance, Affordable Housing, Financial Structuring, Real Estate Financing
Education
University of Oregon 1991 — 1995
BS, Economics
Northfield Mount Hermon 1988 — 1991
Michael Darling's CWCapital LLC Experience June 2008 - Present
Job Senior Vice President Walker & Dunlop
Industry Financial Services
Experience
Walker & Dunlop September 2012 - Present
CW Capital June 2008 - Present
CWCapital LLC June 2008 - Present
Berkshire Mortgage 2000 - 2008
Oakwood 2000 - 2001
Education
Nichols College 1995 — 1999
Bachelor, Marketing
Shepherd Hill
Walker & Dunlop September 2012 - Present
CW Capital June 2008 - Present
CWCapital LLC June 2008 - Present
Berkshire Mortgage 2000 - 2008
Oakwood 2000 - 2001
Education
Nichols College 1995 — 1999
Bachelor, Marketing
Shepherd Hill
Ethan Rabman's CWCapital LLC Experience September 2005 - September 2012
Job Administrative Assistant at Walker & Dunlop
Industry Financial Services
Experience
Walker & Dunlop September 2012 - Present
CWCapital LLC September 2005 - September 2012
Enterprise Rent A Car 2001 - 2004
ERAC 2001 - 2004
Skills
Loans, Credit, Credit Analysis, Asset Managment, Financial Analysis, Due Diligence, Real Estate
Education
Florida Metropolitan University 1995 — 1998
Bachelor's degree, Hotel/Motel Administration/Management
Walker & Dunlop September 2012 - Present
CWCapital LLC September 2005 - September 2012
Enterprise Rent A Car 2001 - 2004
ERAC 2001 - 2004
Skills
Loans, Credit, Credit Analysis, Asset Managment, Financial Analysis, Due Diligence, Real Estate
Education
Florida Metropolitan University 1995 — 1998
Bachelor's degree, Hotel/Motel Administration/Management
Kit Kelly's CWCapital LLC Experience November 2005 - April 2008
Job Paralegal
Industry Real Estate
Experience
The Davis Companies December 2013 - Present
Bartlett Hackett Feinberg P.C. 2009 - 2009
CWCapital LLC November 2005 - April 2008
National Amusements May 2003 - November 2005
General Investment and Development June 1996 - August 2002
Skills
Real Estate
Education
Becker College 1983 — 1985
Associates, Paralegal Studies
The Davis Companies December 2013 - Present
Bartlett Hackett Feinberg P.C. 2009 - 2009
CWCapital LLC November 2005 - April 2008
National Amusements May 2003 - November 2005
General Investment and Development June 1996 - August 2002
Skills
Real Estate
Education
Becker College 1983 — 1985
Associates, Paralegal Studies
Jenna Treible's CWCapital LLC Experience April 2006 - February 2011
Job Director & Head of Closing at Pillar
Industry Real Estate
Experience
Pillar November 2014 - Present
Walker & Dunlop September 2012 - October 2014
CWCapital February 2011 - September 2012
CWCapital LLC April 2006 - February 2011
Morgan Lewis 1998 - April 2006
Skills
Real Estate, Disposition, Due Diligence, Structured Finance, Real Estate Economics, Asset Management, Loans, Commercial Real Estate, Real Estate Financing, Valuation
Education
Washington and Lee University 1992 — 1996
BA
The George Washington University - School of Business
MBA
Pillar November 2014 - Present
Walker & Dunlop September 2012 - October 2014
CWCapital February 2011 - September 2012
CWCapital LLC April 2006 - February 2011
Morgan Lewis 1998 - April 2006
Skills
Real Estate, Disposition, Due Diligence, Structured Finance, Real Estate Economics, Asset Management, Loans, Commercial Real Estate, Real Estate Financing, Valuation
Education
Washington and Lee University 1992 — 1996
BA
The George Washington University - School of Business
MBA
Kelli Coscia's CWCapital LLC Experience June 2006 - November 2008
Job Commercial Real Estate Professional
Industry Commercial Real Estate
Experience
CWCapital, LLC June 2006 - November 2008
Nomura Credit & Capital 2004 - 2006
Column Financial 2002 - 2004
LaSalle Bank 2001 - 2002
Education
Indiana University - Kelley School of Business 1997 — 2001
BS, Finance
CWCapital, LLC June 2006 - November 2008
Nomura Credit & Capital 2004 - 2006
Column Financial 2002 - 2004
LaSalle Bank 2001 - 2002
Education
Indiana University - Kelley School of Business 1997 — 2001
BS, Finance
Wendy LeBlanc's CWCapital LLC Experience January 1999 - August 2012
Job Managing DirectorClosingACRE Capital LLC
Industry Real Estate
Experience
ACRE Capital LLC March 2014 - Present
Walker & Dunlop September 2012 - February 2014
CWCapital LLC January 1999 - August 2012
CRIIMI MAE 1996 - 1998
Paul Revere Investment Management 1993 - 1996
Skills
Real Estate Economics, Real Estate Financing, CMBS, Loans, Real Estate, Property Management, Disposition, Real Estate Transactions, Investment Properties, Commercial Real Estate, Commercial Mortgages, Asset Management, Real Estate Development
Education
Nichols College
ACRE Capital LLC March 2014 - Present
Walker & Dunlop September 2012 - February 2014
CWCapital LLC January 1999 - August 2012
CRIIMI MAE 1996 - 1998
Paul Revere Investment Management 1993 - 1996
Skills
Real Estate Economics, Real Estate Financing, CMBS, Loans, Real Estate, Property Management, Disposition, Real Estate Transactions, Investment Properties, Commercial Real Estate, Commercial Mortgages, Asset Management, Real Estate Development
Education
Nichols College
Al Beaumariage's CWCapital LLC Experience January 2009 - October 2013
Job Affordable Program Manager / Vice President at KeyBank Real Estate Capital
Industry Real Estate
Experience
KeyBank Real Estate Capital January 2014 - Present
CWCapital LLC January 2009 - October 2013
Column Guaranteed LLC February 2004 - June 2008
Credit Suisse 2004 - 2008
Column Financial 2004 - 2008
Amresco Capital 1998 - 2004
Skills
Financial Structuring, Disposition, Affordable Housing, Loans, LIHTC, Underwriting, Finance, Loan Origination, Valuation, Dispositions, Real Estate
Education
Penn State University 1989 — 1993
BS, Real Estate Finance
KeyBank Real Estate Capital January 2014 - Present
CWCapital LLC January 2009 - October 2013
Column Guaranteed LLC February 2004 - June 2008
Credit Suisse 2004 - 2008
Column Financial 2004 - 2008
Amresco Capital 1998 - 2004
Skills
Financial Structuring, Disposition, Affordable Housing, Loans, LIHTC, Underwriting, Finance, Loan Origination, Valuation, Dispositions, Real Estate
Education
Penn State University 1989 — 1993
BS, Real Estate Finance
Megan Strumpfler's CWCapital LLC Experience October 2011 - September 2012
Job Underwriter FHA at Walker & Dunlop
Industry Financial Services
Experience
Walker & Dunlop February 2015 - Present
Walker & Dunlop September 2012 - Present
CWCapital LLC October 2011 - September 2012
CWCapital LLC July 2010 - January 2012
Sybase, Inc. May 2008 - September 2008
Sybase, Inc. May 2007 - September 2007
Skills
Microsoft Excel, Microsoft Office, Access, Management, Accounting, Financial Modeling, Loans, Mortgage Lending, Due Diligence, Real Estate
Education
Bryant University 2006 — 2010
Bachelor of Science in Business Administration, Concentration: Management, Minor: Political Science
Walker & Dunlop February 2015 - Present
Walker & Dunlop September 2012 - Present
CWCapital LLC October 2011 - September 2012
CWCapital LLC July 2010 - January 2012
Sybase, Inc. May 2008 - September 2008
Sybase, Inc. May 2007 - September 2007
Skills
Microsoft Excel, Microsoft Office, Access, Management, Accounting, Financial Modeling, Loans, Mortgage Lending, Due Diligence, Real Estate
Education
Bryant University 2006 — 2010
Bachelor of Science in Business Administration, Concentration: Management, Minor: Political Science
Brian J Callahan's CWCapital LLC Experience December 2010 - September 2012
Job Default Analyst at Quicken Loans
Industry Financial Services
Experience
Quicken Loans March 2013 - Present
Walker & Dunlop September 2012 - December 2012
CWCapital, LLC December 2010 - September 2012
Nationstar Mortgage (fka Aurora Bank FSB) June 2009 - September 2010
Freelance March 2008 - June 2009
Deutsche Bank Berkshire Mortgage July 2007 - March 2008
Deutsche Bank Berkshire Mortgage 2004 - 2007
JPMorgan Chase September 2003 - August 2004
Investors Bank & Trust July 2001 - July 2004
Skills
Real Estate, Loans, Mortgage, Customer Relations, Customer Service, Microsoft Office, Excel, Underwriting
Education
Fairfield University 1997 — 2001
BA, Economics
Quicken Loans March 2013 - Present
Walker & Dunlop September 2012 - December 2012
CWCapital, LLC December 2010 - September 2012
Nationstar Mortgage (fka Aurora Bank FSB) June 2009 - September 2010
Freelance March 2008 - June 2009
Deutsche Bank Berkshire Mortgage July 2007 - March 2008
Deutsche Bank Berkshire Mortgage 2004 - 2007
JPMorgan Chase September 2003 - August 2004
Investors Bank & Trust July 2001 - July 2004
Skills
Real Estate, Loans, Mortgage, Customer Relations, Customer Service, Microsoft Office, Excel, Underwriting
Education
Fairfield University 1997 — 2001
BA, Economics
Elizabeth Orcutt's CWCapital LLC Experience 2005 - Present
Job National Director of Marketing at CWCapital, LLC
Industry Financial Services
Experience
CWCapital, LLC 2005 - Present
Veryfine Products 2002 - 2005
Middlesex Savings Bank 1995 - 2002
Education
Antioch University New England
MS, Organizations and Management
Babson College
CEE, School for Financial Studies
University of Colorado Boulder
BMA Professional Studies, School of Bank Marketing
CWCapital, LLC 2005 - Present
Veryfine Products 2002 - 2005
Middlesex Savings Bank 1995 - 2002
Education
Antioch University New England
MS, Organizations and Management
Babson College
CEE, School for Financial Studies
University of Colorado Boulder
BMA Professional Studies, School of Bank Marketing
Jay A. Hansen's CWCapital LLC Experience January 1998 - September 2012
Job Vice President at Walker & Dunlop
Industry Financial Services
Experience
Walker & Dunlop September 2012 - Present
CWCapital LLC January 1998 - September 2012
CWCapital LLC 1998 - 2011
Skills
Real Estate Economics, Due Diligence, Real Estate, Mortgage Lending, Commercial Mortgages, Financial Analysis, CMBS, Disposition, Loans, Underwriting, Valuation, Banking, Real Estate Financing, Asset Managment, Credit Analysis
Education
Seattle Pacific University
BA, Political Science and Government
Walker & Dunlop September 2012 - Present
CWCapital LLC January 1998 - September 2012
CWCapital LLC 1998 - 2011
Skills
Real Estate Economics, Due Diligence, Real Estate, Mortgage Lending, Commercial Mortgages, Financial Analysis, CMBS, Disposition, Loans, Underwriting, Valuation, Banking, Real Estate Financing, Asset Managment, Credit Analysis
Education
Seattle Pacific University
BA, Political Science and Government
Daniel Barbanell's CWCapital LLC Experience May 2007 - January 2010
Job Loan Review Officer at Brookline Bank
Industry Commercial Real Estate
Experience
Brookline Bancorp, Inc. January 2012 - Present
Independent Contractor January 2010 - December 2011
CWCapital, LLC May 2007 - January 2010
Deutsche Bank Berkshire Mortgage July 2004 - September 2006
Skills
Valuation, Underwriting, Asset Managment, Financial Modeling, Loans, Portfolio Management, CMBS, Due Diligence, Financial Analysis, Credit, Real Estate, Mortgage Lending, Asset Management, Commercial Lending, Disposition, Commercial Real Estate, Structured Finance, Real Estate Development, Finance
Education
New York University - Leonard N. Stern School of Business 2000 — 2004
BS, Finance & International Business
Melrose High School 1996 — 2000
Boston University
Certificate, Real Estate Finance & Commercial Real Estate
Brookline Bancorp, Inc. January 2012 - Present
Independent Contractor January 2010 - December 2011
CWCapital, LLC May 2007 - January 2010
Deutsche Bank Berkshire Mortgage July 2004 - September 2006
Skills
Valuation, Underwriting, Asset Managment, Financial Modeling, Loans, Portfolio Management, CMBS, Due Diligence, Financial Analysis, Credit, Real Estate, Mortgage Lending, Asset Management, Commercial Lending, Disposition, Commercial Real Estate, Structured Finance, Real Estate Development, Finance
Education
New York University - Leonard N. Stern School of Business 2000 — 2004
BS, Finance & International Business
Melrose High School 1996 — 2000
Boston University
Certificate, Real Estate Finance & Commercial Real Estate
Shane Bacchiocchi's CWCapital LLC Experience June 2006 - November 2011
Job Owner/Manager at Sin Bin Hockey
Industry Apparel & Fashion
Experience
Sin Bin Hockey May 2006 - Present
McCracken Financial Solutions October 2011 - June 2014
CWCapital LLC June 2006 - November 2011
Deutsche Bank Mortgage Services LLC March 2004 - June 2006
Skills
Project Management, Customer Service, Microsoft Office, Microsoft Excel, Analysis, Process Improvement, Banking, Strategy, Underwriting, Financial Services, Due Diligence, Loans, Account Management, Testing, Mortgage Lending, Real Estate, Financial Analysis, Loan Servicing
Education
Assumption College 1997 — 2001
BA
Sin Bin Hockey May 2006 - Present
McCracken Financial Solutions October 2011 - June 2014
CWCapital LLC June 2006 - November 2011
Deutsche Bank Mortgage Services LLC March 2004 - June 2006
Skills
Project Management, Customer Service, Microsoft Office, Microsoft Excel, Analysis, Process Improvement, Banking, Strategy, Underwriting, Financial Services, Due Diligence, Loans, Account Management, Testing, Mortgage Lending, Real Estate, Financial Analysis, Loan Servicing
Education
Assumption College 1997 — 2001
BA
Courtney Sinclair's CWCapital LLC Experience November 2010 - December 2012
Job AVP, Home Equity Product Management at TD
Industry Banking
Experience
TD July 2014 - Present
Liberty Mutual Insurance February 2013 - July 2014
CWCapital LLC November 2010 - December 2012
CWCapital LLC July 2007 - November 2010
Skills
Commercial Insurance, Property & Casualty..., Compliance, Crystal Reports, Insurance, Commercial Lending, Portfolio Management
Education
University of New Hampshire - Whittemore School of Business and Economics 2003 — 2007
Bachelor of Science (B.S.), Business Administration with a Marketing Concentration; Sociology Minor, 3.2
American Institute of Foreign Study - Florence, Italy 2006 — 2006
TD July 2014 - Present
Liberty Mutual Insurance February 2013 - July 2014
CWCapital LLC November 2010 - December 2012
CWCapital LLC July 2007 - November 2010
Skills
Commercial Insurance, Property & Casualty..., Compliance, Crystal Reports, Insurance, Commercial Lending, Portfolio Management
Education
University of New Hampshire - Whittemore School of Business and Economics 2003 — 2007
Bachelor of Science (B.S.), Business Administration with a Marketing Concentration; Sociology Minor, 3.2
American Institute of Foreign Study - Florence, Italy 2006 — 2006
Scott Harrell's CWCapital LLC Experience May 2005 - January 2008
Job
Industry Hospitality
Experience
The Procaccianti Group February 2010 - Present
Hodges Ward Elliott January 2008 - May 2009
CWCapital, LLC May 2005 - January 2008
Skills
Due Diligence, Asset Management, Hotels, Real Estate, Financial Analysis
Education
Florida State University 1996 — 2000
BS, Finance, Marketing
The Procaccianti Group February 2010 - Present
Hodges Ward Elliott January 2008 - May 2009
CWCapital, LLC May 2005 - January 2008
Skills
Due Diligence, Asset Management, Hotels, Real Estate, Financial Analysis
Education
Florida State University 1996 — 2000
BS, Finance, Marketing
Carol (Knox) Houst, CCIM's CWCapital LLC Experience 1999 - 2002
Job Commercial Loan Officer at George Elkins Mortgage Banking Company
Industry Financial Services
Experience
George Elkins Mortgage Banking Company March 2015 - Present
Koss REsource March 2011 - November 2014
University of Southern California 2002 - 2010
CWCapital LLC 1999 - 2002
FINOVA Capital Corporation 1997 - 1999
Koss Financial Corp. 1992 - 1996
Nippon Mortgage Corporation 1987 - 1992
Koss Financial Corp. 1985 - 1987
Center Financial Group 1983 - 1985
Skills
Teaching, Coaching, Leadership Development, Small Business, commercial real estate..., Organic Gardening, Real Estate Economics, Investment Properties, Commercial Real Estate, Public Speaking, Loans, Finance, CCIM, Construction, Investments, Real Estate Financing, Debt, Brokerage, Commercial Lending, Commercial Mortgages, Mortgage Lending, Loan Origination, Dispositions, Management, Underwriting, Financial Structuring, Real Estate, FHA, Real Estate Development, Apartments, Strategic Planning, Funding, Leadership, Management Consulting, Foreclosures, Marketing, Investors, Contract Negotiation, Meditation, Real Estate Transactions, Executive Coaching, Training, Negotiation, Due Diligence, Entrepreneurship, Asset Management, Credit, Mortgage Banking, Banking, Life Coaching
Education
University of Massachusetts Medical School 2015 — 2015
Certificate Program for Teaching Mindfulness Based Stress Reduction, Applications of MBSR in educational, medical and business environments.
iPEC - Institute for Professional Excellence in Coaching 2010 — 2012
Coach Certification, Corporate Coach, Life Coaching for Mindfulness Practice
Antioch University 2006 — 2010
BA, Urban Sustainability and Creative Writing
University of California, Los Angeles 1983 — 1999
Continuing Education, Commercial Real Estate Finance
Rochester Institute of Technology 1969 — 1971
BS 2/3rds complete, Biology, Chemistry
Warwick Veterans Memorial High School
High School Diploma, Liberal Arts and Sciences/Liberal Studies
George Elkins Mortgage Banking Company March 2015 - Present
Koss REsource March 2011 - November 2014
University of Southern California 2002 - 2010
CWCapital LLC 1999 - 2002
FINOVA Capital Corporation 1997 - 1999
Koss Financial Corp. 1992 - 1996
Nippon Mortgage Corporation 1987 - 1992
Koss Financial Corp. 1985 - 1987
Center Financial Group 1983 - 1985
Skills
Teaching, Coaching, Leadership Development, Small Business, commercial real estate..., Organic Gardening, Real Estate Economics, Investment Properties, Commercial Real Estate, Public Speaking, Loans, Finance, CCIM, Construction, Investments, Real Estate Financing, Debt, Brokerage, Commercial Lending, Commercial Mortgages, Mortgage Lending, Loan Origination, Dispositions, Management, Underwriting, Financial Structuring, Real Estate, FHA, Real Estate Development, Apartments, Strategic Planning, Funding, Leadership, Management Consulting, Foreclosures, Marketing, Investors, Contract Negotiation, Meditation, Real Estate Transactions, Executive Coaching, Training, Negotiation, Due Diligence, Entrepreneurship, Asset Management, Credit, Mortgage Banking, Banking, Life Coaching
Education
University of Massachusetts Medical School 2015 — 2015
Certificate Program for Teaching Mindfulness Based Stress Reduction, Applications of MBSR in educational, medical and business environments.
iPEC - Institute for Professional Excellence in Coaching 2010 — 2012
Coach Certification, Corporate Coach, Life Coaching for Mindfulness Practice
Antioch University 2006 — 2010
BA, Urban Sustainability and Creative Writing
University of California, Los Angeles 1983 — 1999
Continuing Education, Commercial Real Estate Finance
Rochester Institute of Technology 1969 — 1971
BS 2/3rds complete, Biology, Chemistry
Warwick Veterans Memorial High School
High School Diploma, Liberal Arts and Sciences/Liberal Studies
Gretchen Fulham's CWCapital LLC Experience August 2006 - January 2011
Job MIT Federal Credit Union
Industry Banking
Experience
MIT Federal Credit Union July 2014 - Present
Belmont Savings Bank March 2011 - Present
CWCapital, LLC August 2006 - January 2011
Deutsche Bank Berkshire Mortgage May 2000 - July 2006
Berkshire Mortgage Finance March 1996 - April 2000
the Mortgage Company and Head of Fannie Mae March 1995 - February 1996
Bank of New England and Fleet Bank October 1987 - March 1995
Skills
Accounting, Asset Management, Financial Analysis, Loans, Mortgage Lending, Commercial Real Estate, Portfolio Management, Refinance
Education
Katharine Gibbs School
Mt. St. Mary College, Hooksett NH 1973 — 1977
BA, Nutrition
MIT Federal Credit Union July 2014 - Present
Belmont Savings Bank March 2011 - Present
CWCapital, LLC August 2006 - January 2011
Deutsche Bank Berkshire Mortgage May 2000 - July 2006
Berkshire Mortgage Finance March 1996 - April 2000
the Mortgage Company and Head of Fannie Mae March 1995 - February 1996
Bank of New England and Fleet Bank October 1987 - March 1995
Skills
Accounting, Asset Management, Financial Analysis, Loans, Mortgage Lending, Commercial Real Estate, Portfolio Management, Refinance
Education
Katharine Gibbs School
Mt. St. Mary College, Hooksett NH 1973 — 1977
BA, Nutrition
William Carroll's CWCapital LLC Experience July 2007 - September 2012
Job Assistant Vice President & Team Leader at Walker & Dunlop
Industry Real Estate
Experience
Walker & Dunlop September 2012 - Present
CWCapital, LLC July 2007 - September 2012
PwC 2004 - 2007
Skills
Real Estate Economics, Due Diligence, Loans, Valuation, Financial Analysis, Financial Modeling
Education
Lehigh University 2001 — 2004
Bachelor of Science (B.S.), Accounting
Walker & Dunlop September 2012 - Present
CWCapital, LLC July 2007 - September 2012
PwC 2004 - 2007
Skills
Real Estate Economics, Due Diligence, Loans, Valuation, Financial Analysis, Financial Modeling
Education
Lehigh University 2001 — 2004
Bachelor of Science (B.S.), Accounting
Aerotek
Honeywell Aerospace
BE Aerospace
CoStar Group
Mohawk Industries
TruGreen
Transwestern
Sierra Nevada Corporation