Dividend Capital
Industry: Company
DescriptionFounded: 2002 Subsidiaries: Dividend Capital Securities, LLC, Dividend Capital Investments LLC
Dividend Capital List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Dividend Capital. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Dividend Capital Employees
Dividend Capital December 2011 - May 2013
TeleTech June 2008 - November 2011
Aquent 2007 - 2008
Freescale Semiconductor 2005 - 2007
Skills
PowerPoint, Graphic Design, Web Design, Self-motivated Team..., Adobe Creative Suite, Advertising, Dreamweaver, Art Direction, Photoshop, Brand Development, Layout, Illustrator, Account Management, CRM, Email Marketing, InDesign, Leadership, Management, Marketing, Marketing Communications, Marketing Strategy, Social Media, Social Media Marketing, Strategic Planning
Education
The University of Texas at Austin 2001 — 2003
Master's degree, Advertising
Austin College 1996 — 2000
Bachelor of Arts (B.A.), Art (with honors)
Aspen Industries,LLC January 2013 - December 2014
Bluff Lake Nature Center December 2011 - October 2012
Dividend Capital 2005 - 2010
Real Estate Development LLCS January 2000 - January 2009
Denver Chapter, American Liver Foundation July 2004 - January 2008
Skills
Microsoft Excel, Microsoft Word, Research, PowerPoint, Training, Photoshop, Entrepreneurship, Management, Leadership, Mergers & Acquisitions, Mutual Funds
Education
University of Rochester
Bachelor of Arts (BA), English Language and Literature/Letters
Dividend Capital February 2014 - Present
Merk Investments January 2010 - January 2014
ICON Advisers, Inc. March 2002 - February 2009
OppenheimerFunds June 1995 - November 2001
Skills
Investments, Mutual Funds, ETFs, Currency, Alternative Investments, Equities, Fixed Income, Marketing Strategy, Business Strategy, Asset Management, Retirement Planning, Portfolio Management, Relationship Management, Financial Advisory, Asset Allocation, Series 63, Investment Management, Finance
Education
University of Denver - Daniels College of Business 2005 — 2007
MBA, Finance
Harvard Business School 2007 — 2007
Strategic Marketing Management
University of Northern Colorado 1989 — 1994
BA, Political Science
Ello, Inc. 2014 - Present
Mode Set June 2011 - Present
BDW August 2012 - August 2013
Factory Design Labs October 2009 - June 2011
Factory Design Labs October 2008 - October 2009
Deloitte Consulting LLP July 2007 - October 2008
Inkitecture 2008 - 2008
Foci LLC June 2005 - September 2005
Dividend Capital June 2004 - September 2004
Skills
Agile, Ruby, JavaScript, MySQL, TDD, HTML, Ruby on Rails, Web Applications, CSS, jQuery, SQL, Application Development, Web Services, HTML5, Mobile, Git, Cloud Computing, Test Driven Development, HTML 5, Agile Methodologies, Software Engineering, Mobile Devices, Software Development, Mobile Applications, User Experience, Public Speaking, Programming
Education
Northwestern University 2003 — 2007
BS, Computer Science, Psychology
National Outdoor Leadership School
TIAA-CREF March 2014 - Present
Moreton Retirement Partners August 2013 - January 2014
N/A March 2013 - August 2013
Culver Investment Company, LLC July 2012 - February 2013
Dividend Capital January 2012 - July 2012
Russell Investments April 2011 - December 2011
Jackson National Life Distributors, LLC May 2009 - April 2011
Core Financial January 2009 - April 2009
Skills
Wealth Management, Investments, Mutual Funds, Retirement Planning, Alternative Investments, Qualified Retirement..., Retirement Plan..., IRAs, 529 Plans, Annuities, Asset Allocation, Separately Managed..., Portfolio Management, Holistic Financial..., Personal Tax Planning, Roth IRA, ETFs, Fixed Annuities, Investment Strategies, Financial Planning, Microsoft Office, Retirement
Education
Creighton University 2013 — 2016
Master of Investment Management and Financial Analysis (MIMFA), 3.67
The American College
American Society of Pension Professionals & Actuaries (ASPPA) 2012 — 2013
Boston University 2011 — 2012
Certificate in Financial Planning
University of Northern Colorado 2005 — 2009
Bachelor of Science in Business Administration, Finance and Marketing
Boise State University 2004 — 2005
Finance
Vail.net January 2014 - Present
ResortInternet January 2014 - Present
zCloud 2012 - 2013
Prime Time Communications April 2006 - December 2012
Dividend Capital January 2005 - March 2006
Skills
Cloud Computing, Account Management, New Business Development, Strategic Planning, Solution Selling, Team Building, SaaS, Team Leadership, Managed Services, Marketing Strategy, Virtualization, Sales, Salesforce.com, VoIP, Channel Partners, Telecommunications..., Marketing, Direct Sales, Co-location, VMware Sales..., Cloud Computing IaaS, Google Analytics, Search Engine Ranking, Drupal, WordPress, Work in A Fast Paced..., Budgets, Investors, FileBound, Manged Services, Joint Ventures, Virtual Desktop..., vCloud Hybrid Services, VSP 4
Education
University of Cincinnati College of Business 2002 — 2005
Finance, Finance
EcoSys July 2014 - Present
Dividend Capital October 2013 - June 2014
Grant Thornton LLP August 2012 - October 2013
Grant Thornton LLP June 2010 - August 2012
Bennett Thrasher 2009 - 2009
Tauber & Balser, P.C. 2008 - 2008
Skills
Tax, Tax Research, Tax Accounting, Accounting, Tax Preparation, Income Tax, Financial Analysis, Corporate Tax, GoSystems, Partnership Taxation, State Tax, US Tax, Financial Statements, SEC filings, US GAAP, Tax Advisory, Internal Controls, International Tax, Tax Returns, Auditing, FIN 48, Financial Reporting, Sarbanes-Oxley Act, Financial Accounting, QuickBooks, External Audit, Account Reconciliation, EcoSys EPC
Education
Georgia State University - J. Mack Robinson College of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Accounting
Dividend Capital March 2014 - Present
Dividend Capital May 2011 - March 2014
Istonish April 2009 - May 2011
Aerotek Commercial Staffing February 2007 - February 2009
Aerotek Commercial Staffing February 2007 - August 2007
Wal-Mart Stores Inc June 2006 - May 2007
Wal-Mart Stores Inc May 2002 - May 2007
Colorado State University-Pueblo 2001 - 2006
Disney College Program January 2004 - January 2005
Character Greeter January 2004 - January 2005
Skills
Email Marketing, Human Resources, Recruiting, Marketing, Sales, Management, Microsoft Word, Account Management, Project Management, Research, Program Management, Strategic Planning, Microsoft Office, Time Management, Software Documentation, Customer Service, Advertising, Social Media Marketing, Networking, Microsoft Excel, Team Leadership, CRM, Leadership, Salesforce.com, Team Building
Education
Colorado State University-Pueblo 2001 — 2006
BS in Mass Communications, Public Relations, Advertising, Journalism, Political Science
Colorado State University-Pueblo
Dividend Capital June 2015 - Present
Alpine Lumber 2012 - 2013
Skills
Microsoft Word, PowerPoint, Customer Service, Microsoft Office, Microsoft Excel, Public Speaking, Research, Social Networking, Facebook, Teamwork, Data Analysis, Event Planning, Fundraising, Downhill Skiing
Education
College of the Holy Cross 2012 — 2016
Lockheed Martin July 2010 - August 2013
Mercy Housing July 2009 - July 2010
Dividend Capital August 2008 - July 2009
Mercy Housing December 2007 - August 2008
Skills
Financial Reporting, Budgeting, Accounting, Forecasting, General Ledger, Reconciliation, Analysis
Education
Regis University 2009 — 2011
MBA, Finance & Accounting
Metropolitan State University of Denver 2005 — 2007
BS, Finance
Dividend Capital June 2014 - Present
Dividend Capital August 2012 - May 2014
Dividend Capital June 2012 - August 2012
Boston Natural Areas Network, Inc. June 2011 - August 2011
Bates College: Office of Sustainability September 2008 - June 2010
Education
Bates College 2008 — 2012
Bachelor of Arts (BA), Environmental Studies, Economics, Spanish
UCLA Extension 2012 — 2012
Accounting, Principles of Accounting 1 & 2
School for International Training 2010 — 2011
Buenos Aires, Argentina
Georgetown University 2010 — 2010
Summer Classes, Advanced Spanish I & II
Dividend Capital August 2012 - Present
Retail Properties of America, Inc. January 2012 - September 2012
The Inland Real Estate Group of Companies, Inc. April 2010 - February 2012
The Inland Real Estate Group of Companies, Inc. July 2009 - May 2010
LaSalle Bank (Banc of America Securities) 2005 - 2008
LECG 2004 - 2005
Key Bank 2002 - 2003
Skills
Real Estate Investment, Portfolio Management, Retail, Leases, Income Properties, Dispositions, Real Estate, Mortgage Lending, Underwriting, Debt Management, Due Diligence, Asset Management, Commercial Real Estate, Finance, Loans, Real Estate Economics, Shopping Centers, Property, Lease Negotiations, Lease Administration, Landlords, Financial Analysis, Disposition, Analysis, Investment Properties, Real Estate Development, Property Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2015
Master of Business Administration (MBA)
Miami University 1998 — 2002
B.S., Finance, Management Information Systems
Dividend Capital August 2015 - Present
Otten Johnson November 2011 - July 2015
Lathrop & Gage LLP September 2008 - November 2011
Kamlet Reichert, LLP June 2007 - August 2007
The Colorado Supreme Court, The Honorable Michael Bender January 2007 - April 2007
University of Colorado Law School, Professor Ahmed White May 2006 - September 2006
The 1st Judicial District of Colorado, The Honorable Leland Anderson May 2006 - August 2006
First Data Corp 2002 - 2002
Education
University of Colorado School of Law 2005 — 2008
Northwestern University 2001 — 2005
Political Science/International Studies with a minor in Business Institutions
Kent Denver School 1997 — 2001
Exploring Opportunities September 2015 - Present
United Realty Advisors, LP 2014 - 2015
MVP REIT, MVP Realty Advisors,LLC, MVP American Securities,LLC May 2014 - July 2014
Realty Capital Securities 2013 - 2014
NorthStar Realty Securities, LLC February 2010 - August 2013
Dividend Capital 2003 - 2010
DWS Investments 1995 - 2003
Crowell, Weedon & Co. 1987 - 1994
Merrill Lynch 1984 - 1986
Skills
Series 63, Series 7, Mutual Funds, Investments, Wealth Management, Asset Allocation, Series 24, Retirement Planning, Investment Advisory, Fixed Annuities, Retirement, Variable Annuities, Estate Planning, Strategic Financial..., Series 65, Series 53, Securities, ETFs, Financial Planning, FINRA, Alternative Investments
Education
University of Southern California 1982 — 1983
Systems Management
Embry-Riddle Aeronautical University 1977 — 1981
Bachelor of Science (BS), Aeronautical Science/ Management
Churchill Capital Company, LLC 2013 - Present
KIPP Dallas-Fort Worth 2009 - 2012
Dividend Capital 2007 - 2009
Ernst & Young 2006 - 2007
Ernst & Young 2005 - 2005
The Walt Disney Company 2004 - 2004
Education
The University of Texas at Austin - The Red McCombs School of Business
MPA, Financial Reporting and Assurance
The University of Texas at Austin - The Red McCombs School of Business
BBA, Accounting
Dividend Capital March 2013 - Present
RS Investments April 2008 - February 2013
Janus Capital Group October 2003 - March 2008
INVESCO Funds Group December 1996 - July 2003
Skills
Alternative Investments, Asset Managment, Mutual Funds, Product Management, Product Development, Separate Accounts, Business Strategy, Separately Managed..., Hedge Funds, Asset Management, Investment Management, Series 7, Asset Allocation, Financial Services, Securities, ETFs, Equities
Education
University of Denver - Daniels College of Business 1999 — 2003
MBA
Northwestern University 1989 — 1993
Dana Hills High School 1986 — 1989
Dividend Capital April 2012 - Present
CoBank August 2011 - January 2012
Tri-State Generation & Transmission Association Inc. June 2010 - June 2011
Exclusive Resorts, LLC July 2004 - November 2008
Knowledge Learning Corporation May 1995 - December 2003
Irving Burton Associates December 1990 - December 1994
Skills
Due Diligence, Corporate Governance, Legal Writing, Corporate Law, Legal Research, Litigation Support, Litigation, Legal Documents, Pleadings
Education
Denver Career College
Paralegal Certificate
Colorado State University
University of Colorado at Denver
BS, Finance and Real Estate
Dividend Capital May 2011 - Present
Curian Capital 2005 - 2010
Jackson National Life Insurance November 2005 - April 2006
Cooperative Institute for Research in the Atmosphere September 2002 - July 2005
Skills
Series 7, Series 6, Series 63, Securities, Series 24, Mutual Funds, Investments, Fixed Annuities, Wealth Management, Alternative Investments, Asset Managment, ETFs, Strategic Financial..., Insurance, Hedge Funds, Investment Advisory, Asset Allocation, Financial Advisory, Retirement Planning, Life Insurance
Education
Colorado State University 2000 — 2005
Bachelor of Science, Business Administration
Dividend Capital March 2011 - Present
ProLogis April 2008 - March 2011
Centennial Realty Advisors March 2007 - March 2008
University of Colorado Real Estate Foundation May 2007 - February 2008
Klingbeil Capital Management December 2006 - May 2007
Wells Fargo August 2003 - August 2006
Skills
Financial Modeling, Due Diligence, Finance, Valuation, Real Estate Economics, Forecasting, Real Estate, Acquisitions, Loans, Leases, Real Estate Development, Investments
Education
University of Colorado Boulder 2006 — 2008
MBA, Real Estate and Finance
University of Arizona 1999 — 2003
BS, Business Administration
LoCorr Funds February 2012 - Present
Dividend Capital September 2002 - February 2012
Scudder Investments September 1992 - September 2002
MFS Financial Services 1987 - 1992
Minnesota Life 1980 - 1987
Skills
Strong Personal..., Public Speaking, Glass-Half-FULL attitude, Alternative Investments, Mutual Funds, Fixed Annuities, Series 7, Series 63, Series 24, Investments, Asset Managment, Series 6, Retirement Planning, Securities, ETFs, Hedge Funds, Asset Allocation, Investment Advisory, Retirement, Wealth Management, Insurance, Portfolio Management, Investment Strategies, Separately Managed..., Uniform Combined State..., Asset Management, Investment Management
Education
University of Iowa 1976 — 1980
Bachelor of Business Administration, Finance
Surgical Care Affiliates July 2010 - Present
New England Financial August 2009 - June 2010
Dividend Capital January 2007 - March 2009
Mercy Housing, Inc. 2004 - 2007
Concert American Homes/NorStar Residential 2001 - 2004
Corporate Express 1997 - 2000
Skills
Financial Analysis, Accounting, Financial Reporting, Forecasting, Investments, Budgets, Financial Modeling, Valuation, Due Diligence, Strategic Financial..., Financial Planners, General Ledger, Real Estate, Strategic Planning, Account Reconciliation
Education
California State University-Hayward - School of Business and Economics 1993 — 2000
Busineness Administration/Finance, Finance
The Depository Trust & Clearing Corporation November 2010 - Present
BTR Consulting Services LLC February 2009 - December 2010
Dividend Capital 2004 - 2009
Founders Asset Management April 1994 - December 2003
OppenheimerFunds March 1992 - March 1994
Sprint 1986 - 1992
Skills
Portfolio Management, Alternative Investments, Securities, Leadership, Investments, Hedge Funds, Mutual Funds, Asset Management, Fund Accounting, Equities, Management, Financial Services, Trading, Finance
Education
University at Albany, SUNY 1981 — 1982
MBA, Management Information Systems
Putnam Investments December 2013 - Present
Dividend Capital August 2005 - December 2013
Putnam Investments August 1995 - July 2005
OppenheimerFunds March 1989 - August 1995
Pilgrim Distributors September 1987 - February 1989
Colonial Investment Services May 1986 - August 1987
Thomson McKinnon Securties December 1981 - May 1986
Skills
Series 7, Series 63, Mutual Funds, Alternative Investments, Investments, Asset Management, Real Estate, Golf, Asset Allocation
Education
Brown University 1977 — 1981
Bachelor's degree, Biology, General
Dreaming Tree Denver May 2014 - Present
Levin Orthodontics November 2009 - Present
Dividend Capital June 2008 - February 2009
Lockton Companies June 2007 - June 2008
Investment Exchange Group 2006 - 2007
Bank of America 2005 - 2006
Skills
Computer Proficiency, Graphic Design, Visual Arts, Dental Insurance, Dental Software, Dental Technology, Dental Marketing, Orthodontics, Dental Care, Phone Etiquette, phone, Phone Manner, Customer Service, Customer Satisfaction, Customer Retention, Customer Insight, Customer Oriented, Long-term Customer..., Customer Engagement, Customer Support, Patient Education, Quality Patient Care, Patient Support, Employee Relations, Employee Training, Employer Branding, Employee Management, Tax Law, Office Administration, Network Administration, Information Technology, Healthcare Information..., Banking, Retail Banking, Web Chat, Social Media Marketing, Marketing, Digital Marketing, Marketing Strategy, Marketing Communications, Market Research, Marketing Management, Product Marketing, Email Marketing, Online Marketing, Retail Sales, Retail Design, Visual Merchandising, Creative Merchandising, Superior Work Ethic
Education
Arapahoe Community College 2000 — 2002
Interior Design
Chatfield Senior High School
Metropolitan State College of Denver
Dividend Capital March 2014 - Present
Dividend Capital September 2012 - January 2014
Formations LLC September 2010 - June 2011
Presidential Brokerage July 2009 - August 2009
Merrill Lynch May 2007 - August 2007
Northwestern Mutual June 2006 - September 2006
Skills
Investments, Real Estate, Finance, Market Research, Financial Advisory, Securities, Financial Analysis, Commercial Real Estate, Insurance, Real Estate Economics, Life Insurance, Analysis, Brokerage, Sales
Education
University of Colorado: Leeds School of Business
Bachelor of Science in Business Administration, Business, Finance, Economics
University of Colorado Boulder
Bachelor of Science , Finance
The Picerne Group September 2014 - Present
Corum Real Estate Group November 2011 - September 2014
Dividend Capital May 2011 - October 2011
Mammoth Mountain Ski Area August 2004 - June 2010
Skills
Argus DFC Certified, Excel, Proformas, Financial Modeling, Financial Analysis, Microsoft Excel, Budget, Real Estate, Research, Strategic Planning, PowerPoint, Due Diligence, Analysis, Project Management, Market Research, Contract Negotiation, Microsoft Office, Valuation, Real Estate Development, Commercial Real Estate, Real Estate Economics, Business Strategy, Business Planning, Leadership, Budgets, Accounting, Investments, Asset Management, Forecasting, Financial Reporting, Mergers & Acquisitions, Market Analysis, Negotiation, Finance, Property Management, Corporate Finance, Variance Analysis, Strategic Financial..., Management, Investment Properties, Financial Forecasting
Education
University of Colorado at Boulder - Leeds School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Real Estate & Finance
California State University-Chico 1999 — 2004
Bachelor's degree, Financial Planning and Services
Argo Capital Partners May 2014 - Present
NWA Financial Partners August 2012 - Present
Praedium Consulting December 2011 - August 2012
Dividend Capital November 2010 - November 2011
Beall Barclay & Company, PLC December 2007 - November 2010
Skills
Holistic Financial..., Alternative Investments, Investment Advisory, Insurance Planning, Series 7, Series 65, Qualified Retirement..., Financial Planners, Investments, Financial Advisory, Investment Strategies, Wealth Management, Retirement Planning, Strategic Financial..., Finance, Private Equity, Investment Management, Certified Financial..., Asset Management, Retirement, Asset Allocation, Securities, Insurance, Series 63, FINRA, Mutual Funds, ETFs, Mergers & Acquisitions, Venture Capital
Education
Rice University 2009 — 2010
CFP, Financial Planning and Services
University of Central Arkansas 2003 — 2007
Bachelor of Business Administration (BBA), Finance and Marketing
Henderson State University 2002 — 2003
Professional Pilot
Dividend Capital May 2004 - Present
First West Financial May 2003 - April 2004
Skills
Real Estate, Investments, Budgets, Asset Managment, Investment Properties, Due Diligence, Property Management, Real Estate Economics, Commercial Real Estate, Asset Management, Customer Service, Valuation
Education
Denver Paralegal Institute 2003 — 2003
Certificate, Paralegal
Saint Bonaventure University 1994 — 1999
BA, Sociology
Palace Construction Inc. June 2015 - Present
DR Photo & DRUMS Software April 2012 - June 2015
Dividend Capital April 2011 - February 2012
Brandwise, Inc. October 2005 - August 2010
Guitar Center August 2003 - August 2005
GD&A Advertising & Public Relations December 2000 - April 2002
Toy Craze June 1999 - August 1999
Skills
Copywriting, Email Marketing, Marketing, Photoshop, Sales, Marketing Management, Sound Design, Customer Service, Management, Social Media Marketing, Music Production, Public Relations, Voice Over, E-commerce, Graphic Design, Market Research, Media Relations, Leadership, Web Design, Trade Shows, Customer Relations, Blender, Unity3D, Adobe Creative Suite, InDesign, C#, Illustrator, Microsoft Office, Microsoft Word, Microsoft Publisher, Copy Editing, Key Message Development, Marketing Communications
Education
Miami University 1996 — 2000
BS Business Administration, Marketing
Chagrin Falls High School 1993 — 1996
Brewers Association November 2014 - Present
Brewers Association March 2011 - November 2014
Dividend Capital September 2010 - April 2011
Brewers Association April 2010 - August 2010
Skills
Beer, Food, Restaurants, Event Planning, Event Management, Social Media, Research, Retail, Public Relations, Social Networking, Marketing, Facebook, Microsoft Excel, Social Media Marketing
Education
University of Colorado at Boulder - Leeds School of Business 2006 — 2010
Finance, Minor in Economics
Law Firm of John Evans, L.L.C. January 2010 - Present
Dividend Capital October 2005 - October 2009
Holland & Hart LLP July 2005 - October 2005
Investment Research Corporation May 2003 - August 2004
Berger Funds 1999 - 2003
Openheimer Funds 1996 - 1999
Skills
Legal Research, Corporate Law, Litigation, Civil Litigation, Bankruptcy, Estate Planning, Licensing, Wills, Management, Securities, Document Review, Estate Administration, Litigation Support, Westlaw, Legal Assistance, Lexis, Pleadings, Legal Writing, Due Diligence, Notary Public, Legal Documents, Document Drafting
Education
Denver Paralegal Institute 2004 — 2005
Paralegal Certificate, ABA Approved Paralegal Certificate
University of Colorado Boulder
Business Management, Business, Marketing/ Management
Essential Investment Partners, LLC 2009 - Present
Matthews Asia Funds 2007 - Present
Independent Directors Council September 2009 - Present
Dividend Capital 2005 - December 2011
University of Denver Strategic Issues Program August 2010 - September 2011
Essential Advisers, Inc. 2001 - 2009
University of Denver Strategic Issues Program May 2007 - January 2008
American Liver Foundation 2002 - 2008
Colorado Economic Futures Panel 2004 - 2005
Founders Asset Management 1995 - 1998
Skills
Investments, Mutual Funds, Personal Financial..., Portfolio Management, Audit Committee, Board Governance, Hedge Funds, Asset Allocation, Stocks, Closed-end Funds, Investment Advisory, Wealth Management, Financial Analysis, Estate Planning
Education
Northwestern University - Kellogg School of Management 1986 — 1990
MM, Marketing and Finance
University of Michigan - Stephen M. Ross School of Business 1971 — 1975
BBA Accounting with Distinction
Dividend Capital June 2010 - July 2013
Invesco Aim June 1997 - June 2010
OppenheimerFunds February 1994 - November 1996
Textainer 1990 - 1994
Skills
Series 7, Series 6, ETFs, Investments, Mutual Funds, Alternative Investments, Series 24, Series 63, Separately Managed..., Marketing, Portfolio Management, FINRA, Management, Retirement Planning, Fixed Annuities, REIT, Financial Advisory, Series 65, Asset Allocation, Uniform Combined State..., Investment Strategies, Variable Annuities, Investment Advisory, Securities, 401k, Retirement, Wealth Management, IRAs, Insurance, Financial Planners, Asset Management, Life Insurance, Strategic Financial..., Investment Management, Hedge Funds, 401k Rollovers, Qualified Retirement...
Education
San Francisco State University, College of Business 1981 — 1983
Bachelor of Science, Business Administration; Accounting
Reonomy August 2014 - Present
Empire Angels April 2014 - Present
Bloomberg LP April 2012 - August 2014
Bloomberg Ventures June 2011 - April 2012
PrimeMeets July 2010 - May 2011
Citi June 2006 - May 2011
Dividend Capital January 2005 - May 2005
Deutsche Bank June 2004 - August 2004
Skills
Sales, Bloomberg, Networking, Enterprise Software, Enterprise Technology..., Data Sales, Equities, Capital Markets, Hedge Funds, Trading, Data Feeds, Securities, Financial Markets, Derivatives, Analytics, Market Data, Fixed Income, Equity Derivatives, Options, Finance, Start-ups, Leadership, Bloomberg Terminal, Investment Banking, Mutual Funds, Structured Finance, Microsoft Excel, Trading Systems, Emerging Markets, Financial Services, Commercial Real Estate..., Commercial Real Estate, Excel, Math capabilities, Technical Product Sales, Manage Client..., Trading Strategies
Education
University of Michigan 2002 — 2006
BSE, Industrial and Operations Engineering (major), Mathematics (minor), Finance (concentration)
Pioneer High School 1998 — 2002
Dividend Capital October 2014 - Present
Innocapital May 2014 - August 2014
Richardson GMP June 2013 - August 2013
Colorado Commercial Capital September 2012 - May 2013
TV Langen Basketball Club August 2010 - May 2012
SG Sechtem Basketball Club September 2007 - May 2010
Skills
Foreign Languages, Spanish, German, Commercial Real Estate, Team Leadership, Basketball Coaching, Basketball, Leadership, Teamwork, Time Management, Social Networking, Critical Thinking, Fundraising, Teaching, Editing, Public Speaking, Data Analysis
Education
University of Colorado at Boulder 2013 — 2015
Master of Business Administration (MBA), Real Estate, Finance
Carroll University 2003 — 2007
Bachelor of Arts (B.A.), Spanish Language and Literature
PNC May 2015 - Present
PNC Investments June 2010 - Present
Cesium Capital Consulting, LLC August 2007 - November 2010
Dividend Capital June 2005 - April 2007
Bank of America May 2003 - February 2005
Morningstar October 2001 - May 2003
SEI Investments May 1996 - September 2001
FOLIOfn 2000 - 2001
Education
Webster University 1991 — 1993
MBA, Management
United States Air Force Academy 1983 — 1987
Bachelor of Science, Engineering
Rocket Lawyer June 2014 - Present
Digital First Media 2013 - 2014
Digital First Media 2012 - 2013
Gaiam 2011 - 2012
Thought Equity Motion July 2010 - February 2011
Thought Equity Motion 2011 - 2011
Thought Equity Motion 2009 - 2010
Baylor University 2007 - 2009
Dividend Capital 2007 - 2007
Skills
Corporate Branding, Sales, Access, Branding & Identity, Sports Marketing, Training, Blogging, Marketing, Account Management, Omniture, Google Analytics, Atlassian JIRA, FogBugz, Product Management, Competitive Analysis, Leadership, Management, Digital Media, Strategy, SEO, Digital Marketing
Education
Baylor University - Hankamer School of Business
Finance, Spanish
Cherry Creek High School
Dividend Capital July 2012 - Present
Jackson National Life May 2007 - July 2012
Skills
Series 63, Series 7, Annuities, Alternative Investments, Insurance, Investments, Salesforce.com, Wholesaling, Excel, Outlook, Word, Fixed Annuities, Strategic Planning, Retirement, Asset Allocation, Consultative Selling, Equities, Microsoft Excel, Microsoft Word, Wholesale, Mutual Funds, Retirement Planning, Selling, Sales
Education
Colorado State University 2003 — 2007
Bachelor of Science, Health & Exercise
Otero Junior College 2002 — 2003
Dividend Capital June 2015 - Present
Colorado Eagles Professional Hockey, LLC October 2014 - May 2015
Buffalo Wild Wings September 2013 - May 2015
Radio Disney April 2013 - September 2013
Skills
Social Media, Marketing, Facebook, Social Media Marketing, Social Networking, Event Planning, Advertising, Public Relations, Marketing Communications, Event Management, Customer Service
Education
Colorado State University 2011 — 2015
Bachelor of Science (BS), Business Administration-Marketing
DU Energy Land Management January 2014 - Present
Richardson Operating Company May 2013 - July 2014
Dividend Capital 2011 - 2012
Stewart Creek Golf Course 2009 - 2012
Skills
Hydraulic Fracturing, Oil & Gas Industry, Royalties, Mineral Rights, Energy Efficiency, Leases, Surface Ownership, Energy Land Management, Farmouts, Joint Operating..., Titles, Contracts, Division Orders, Oil and Gas Tax, Shale, Natural Gas, Marcellus Shale, AFE, Energy Industry, Drilling, PowerPoint, Due Diligence, Public Speaking, Sales, Time Management, Leadership, Management, Social Media Marketing, Communication, Social Media, Financial Analysis
Education
University of Colorado Denver 2015 — 2016
Bachelor's Degree, Finance and Financial Management Services
JK Mullen High School 2006 — 2010
SunCap Property Group July 2014 - Present
The W.W. Reynolds Companies, Inc. September 2013 - June 2014
Dividend Capital November 2012 - September 2013
Leeds School of Business - University of Colorado Boulder August 2010 - December 2012
UDR June 2011 - August 2011
US Navy July 2008 - June 2010
US Navy 2006 - 2008
US Navy 2003 - 2006
Skills
Due Diligence, Financial Analysis, Investments, Real Estate Development, Military, Leadership, Program Management, Security Clearance, Team Building, Operations Management, Strategic Planning, Analysis, Leadership Development, Team Leadership, Military Operations, MBA, Argus Modeling, Real Estate Financing, Real Estate Economics, Management, Asset Management, Project Planning, Real Estate, Project Management, Entrepreneurship, Financial Modeling, Business Strategy
Education
University of Colorado at Boulder - Leeds School of Business 2010 — 2012
MBA, Real Estate Finance
Defense Language Institute 2009 — 2009
Dutch Language Certification
United States Naval Academy 1999 — 2003
B.S., Economics with Strong Engineering Core Cirriculum
Dividend Capital March 2007 - Present
Dividend Capital April 2006 - March 2007
Simpson Housing January 2004 - April 2006
Skills
Customer Service, Team Leadership, Account Management, Cisco Routing &..., Sonicwall, EMC Storage, VMware ESX, VMware Server, VMware Infrastructure, Hyper-V, Microsoft SQL Server, Microsoft Exchange, Microsoft Servers, Cisco Routers, Cisco Wireless, Cisco IOS, EMC Celerra, EMC SANs, 3Com NBX, Cisco Call Manager, Cisco VoIP, Cisco VPN, Cisco Access Points, Dell PowerEdge Servers, Dell OpenManage, Dell Switches, Dell Computers, IT Management, IT Strategy, IT Solutions, IT Operations, Information Security, Information Systems, DFS, Active Directory, DHCP, DNS, SharePoint, Wireless Networking, VoIP, LifeSize Video..., Dell PowerVault, Laserfiche, Networking
Education
Indiana University Bloomington 1995 — 1999
Business, Computer Information Systems and Operations Management
Box March 2015 - Present
Box May 2014 - February 2015
Engine Yard June 2013 - May 2014
Cassidy Turley February 2013 - June 2013
Dividend Capital May 2011 - August 2011
Rusty Del Mar 2006 - 2010
Skills
Social Media, Microsoft Office, Facebook, PowerPoint, Photoshop, Microsoft Excel, Microsoft Word, Public Relations, Event Planning, Social Media Marketing, Public Speaking, Social Networking, Advertising, Customer Service, Editing, Research, Blogging, Marketing, InDesign, Marketing Communications, Press Releases, Project Management, Competitive Analysis, Salesforce.com, Enterprise Software, Strategic Prospecting, Cloud Computing, Content Management, SaaS, Inside Sales
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Arts (B.A.)
Torrey Pines High School 2004 — 2008
Preferred Capital Securities October 2014 - Present
Behringer Securities, LP February 2012 - April 2014
NRF Capital Markets, LLC. August 2009 - January 2011
Dividend Capital August 2003 - August 2009
INVESCO Funds September 1993 - July 2003
Skills
Series 7, Equities, Alternative Investments, Mutual Funds, Business Development, CRM, Start-ups, Business Strategy, Series 63, Sales, Investments, Securities, Series 24, Investment Advisory, Financial Advisory, Financial Services, Real Estate, Relationship Management, Salesforce.com, Strategic Financial...
Education
University of Minnesota Duluth 1989 — 1992
B.A. & B.B.A., Finance and Economics
American Funds April 2014 - Present
Dividend Capital July 2005 - March 2014
BNY Mellon/Dreyfus January 2005 - July 2005
OppenheimerFunds November 1997 - December 2004
OppenheimerFunds April 1995 - October 1997
Skills
Investments, Real Estate, Asset Management, Investment Properties, Real Estate Economics, Commercial Real Estate, Alternative Investments, Series 7, Series 63, Mutual Funds, Valuation, Marketing, Budgets, Sales, Asset Allocation, Investment Advisory, Private Equity, Qualified Retirement..., Financial Analysis
Education
University of Maine 1990 — 1994
Bachelor of Engineering (BEng), Mechanical Engineering
University of Mississippi
Dividend Capital January 2004 - Present
American Skandia February 2001 - September 2003
Prudential Financial June 1998 - January 2001
Skills
Series 7, Mutual Funds, Alternative Investments, Real Estate, Investments, Marketing, Series 63, Management, Portfolio Management, Asset Allocation
Education
University of Iowa 1993 — 1997
B.A., Economics
Denver University September 2006 - Present
Dividend Capital 2005 - Present
American Real Estate Society 1994 - 2011
Legg Mason 1996 - 2005
ABKB 1992 - 1995
Prudential Real Estate 1990 - 1992
Skills
Real Estate Market..., REITs, Real Estate Economics, REIT, Real Estate, Investment Properties, Investment Strategies, Equities, Investments, Securities, Portfolio Management, Commercial Real Estate, Investors, Financial Modeling, Market Analysis, Valuation, Asset Management, Real Estate Development
Education
Georgia State University - J. Mack Robinson College of Business 1984 — 1990
Doctor of Philosophy (Ph.D.), Real Estate, A
Babson College - Franklin W. Olin Graduate School of Business 1974 — 1975
MBA, Marketing
University of Denver - Daniels College of Business 1971 — 1974
BSBA, Finance
Dividend Capital October 2011 - Present
QEP Energy Company March 2011 - October 2011
Samsonite June 2004 - April 2010
Skills
Internal Audit, Risk Management, Sarbanes-Oxley Act, Business Process..., Internal Controls, Management, Accounting, IFRS, Financial Reporting, Financial Analysis, SEC filings, Budgets, Payroll, Financial Modeling, Strategic Planning, Financial Audits, Auditing
Education
New Mexico State University
Bachelor's degree
Biola University
Laura Lynn's Home Care January 2010 - Present
Dividend Capital 2004 - December 2009
Education
University of Denver - Daniels College of Business 1996 — 2000
Commercial Real Estate / Marketing
Dividend Capital August 2014 - Present
QEP Resources October 2012 - August 2014
PricewaterhouseCoopers September 2008 - October 2012
Skills
Auditing, Accounting, Sarbanes-Oxley Act, SEC filings, Financial Reporting, External Audit, US GAAP, Internal Controls, Assurance, Internal Audit, CPA, Financial Analysis, Consolidation, Sarbanes-Oxley, GAAP, Financial Accounting, Microsoft Excel, Microsoft Office, Management
Education
Texas A&M University 2007 — 2008
Master of Science (M.S.), Accounting
Texas A&M University 2004 — 2007
Bachelor of Business Administration (B.B.A.), Accounting
McWhinney June 2015 - Present
Dividend Capital Diversified Property Fund March 2014 - June 2015
Dividend Capital Diversified Property Fund March 2012 - February 2014
Dividend Capital May 2011 - March 2012
Peace Corps May 2008 - July 2010
FirstBank June 2007 - April 2008
Skills
Spanish, Valuation, Market Research, Underwriting, Microfinance, Management, Business Development, Data Analysis, Research, SPSS, PowerPoint, Marketing, Microsoft Excel, Public Speaking, Financial Modeling, Business Planning, Argus Modeling, Spanish-speaking, Leadership, Asset Management, Entrepreneurship, Financial Analysis, Business Strategy, Analysis, Portfolio Management, Training, Due Diligence, Strategy, Strategic Planning, Investments, Finance, Commercial Real Estate, Microsoft Office
Education
University of Colorado at Boulder - Leeds School of Business 2010 — 2012
MBA, Real Estate and Finance
Ohio Wesleyan University 2003 — 2007
Bachelor of Arts, International Business, Spanish
KSolutions, LLC March 2015 - Present
Dividend Capital March 2011 - March 2015
City and County of Denver March 2009 - March 2011
LaSalle Investment Management January 1995 - July 2008
Jones Lang LaSalle 1993 - 1995
LaSalle Investment Management 1989 - 1992
Education
University of Denver - Daniels College of Business 1991 — 1993
MBA, Real Estate and Construction Management
University of Illinois at Urbana-Champaign 1985 — 1989
BS, Finance
Dividend Capital July 2015 - Present
HFF July 2014 - July 2015
HFF June 2010 - July 2014
CBRE Global Investors January 2007 - June 2010
Education
Boston College 2003 — 2007
BA, Economics, International Studies
JCR Capital June 2014 - Present
Dividend Capital January 2011 - May 2014
Clifton Gunderson LLP August 2008 - January 2011
BKD, LLP December 2005 - July 2008
Skills
Accounting, GAAP, Financial Reporting, Internal Controls, Financial Accounting, CPA, Tax, Financial Analysis, Auditing
Education
University of Pittsburgh 2002 — 2005
Arrowpoint Partners December 2008 - Present
Dividend Capital September 2007 - November 2008
Janus Capital Group January 1993 - January 2007
Skills
Alternative Investments, Mutual Funds, Asset Management, Investments, Hedge Funds
Education
Colorado State University 1987 — 1991
Bachelor of Arts (BA), Speech Communication and Rhetoric
Thompson Creek Metals Company March 2014 - Present
Perkins Coie LLP July 2012 - March 2014
Dividend Capital February 2011 - July 2012
Faegre & Benson LLP September 2006 - January 2011
Skills
Corporate Law, Legal Writing, Corporate Governance, Mergers & Acquisitions, Securities, Public Companies
Education
The University of Texas School of Law 2003 — 2006
Doctor of Law (JD), With Honors
Colorado College 1997 — 2001
Bachelor of Arts (B.A.), magna cum laude, English
New York Private Finance, LLC February 2012 - Present
Boxwood Strategic Advisors August 2009 - February 2012
Wachovia Securities, LLC June 2008 - March 2009
Wachovia Securities, LLC June 2008 - August 2008
Dividend Capital June 2007 - August 2007
Skills
Investment Banking
Education
Georgetown University 2004 — 2008
BS, Finance, International Business
Georgetown University - The McDonough School of Business 2004 — 2008
BS in Business Administration, Finance, International Business
PaySimple April 2015 - Present
Faction Media March 2014 - October 2014
Groupon July 2013 - January 2014
Groupon June 2012 - July 2013
Standard Solar October 2010 - February 2012
ServiceSource April 2009 - July 2010
Dividend Capital June 2007 - November 2008
Intrawest October 2007 - April 2008
Skills
Customer Service, Salesforce.com, Sales, Social Media Marketing, Microsoft Excel, Business Strategy, Oracle, Lead Generation, Training, Sales Process, Management, Business Development, Customer Retention, Marketing, Marketing Strategy, Direct Sales, Excel, Forecasting, Account Management
Education
University of Denver - Daniels College of Business 2002 — 2006
BSBA, Marketing
University of Otago 2004 — 2004
Study Abroad, Ethnic Studies and Marketing
NorthStar Securities, LLC May 2010 - Present
Welton Street Investments February 2006 - August 2010
Dividend Capital September 2003 - February 2006
Skills
Series 7, Series 63, Alternative Investments, Mutual Funds, Series 24, Investments, Securities, Series 6, Investment Advisory, FINRA, Series 65, Asset Allocation, Investment Strategies, Financial Services, Variable Annuities, Investment Properties, Real Estate, Private Placements, Wholesale, Retirement Planning, Wealth Management, Insurance, REIT, Retirement, Portfolio Management, Salesforce.com, Sales Management, Marketing, Life Insurance, Sales
Education
Colorado State University
Arrowpoint Partners June 2009 - Present
Black Creek Capital November 2004 - June 2009
Dividend Capital November 2004 - June 2009
ALPS Fund Services June 1996 - November 2004
ALPS 1996 - 2004
Skills
Alternative Investments, Mutual Funds, Financial Reporting, Fund Administration, SEC filings, Valuation, Fund Accounting, Hedge Funds, Asset Management
Education
University of Colorado Denver 1998 — 2002
MS, Finance
University of Colorado Boulder 1992 — 1996
B.S., Finance
Dividend Capital September 2012 - Present
Western Union September 2005 - September 2012
Kutak Rock 2004 - 2005
Johnson Repucci 2001 - 2003
Ballard Spahr Andrews & Ingersoll, LLP 2000 - 2001
Skills
Corporate Governance...
Education
University of Colorado School of Law 1997 — 2000
University of Virginia 1992 — 1996
BA, English
St. Paul's 1988 — 1992
Virtuance October 2010 - Present
Fleisher Smyth Brokaw June 2007 - September 2010
Dividend Capital 2006 - 2007
KQTV 2005 - 2006
KSDK-TV Channel 5 2004 - 2005
ABC News May 2004 - September 2004
Skills
Real Estate, Public Relations, Project Management, Social Media, Public Speaking, Due Diligence, Management, Marketing, Editing, Entrepreneurship, Negotiation, Marketing Strategy, Contract Negotiation, Real Estate Development, Commercial Real Estate, Mergers & Acquisitions, Investment Properties, Real Estate Transactions
Education
University of Denver - Daniels College of Business 2006 — 2007
MS-RECM, Real Estate, Finance
Washington University in St. Louis 2001 — 2005
BA, Political Science, Business, Spanish
Dividend Capital 2011 - Present
University of Denver 2011 - 2012
KB Home 1997 - 2011
Arthur Andersen 1993 - 1997
Skills
SEC filings, Financial Analysis, Financial Reporting, GAAP, Sarbanes-Oxley Act, Financial Modeling, General Ledger, Accounting, Financial Accounting, Internal Controls, Variance Analysis, CPA, Cost Accounting, US GAAP, Due Diligence
Education
University of Washington, Michael G. Foster School of Business 1991 — 1993
MBA, Accounting
Iowa State University 1984 — 1988
BBA, Finance
Dividend Capital April 2009 - Present
Dividend Capital February 2006 - April 2009
Merrill Lynch May 1999 - February 2006
Skills
Business Planning, Sales, Series 7, Series 63, Management, Mutual Funds, Alternative Investments, Investments, Budgets, Asset Allocation, Strategy, Financial Services
Education
Northern State University 1994 — 1999
Marketing/Management, Double Major: Marketing/Management
The CIM Group July 2014 - Present
Dividend Capital 2011 - Present
Madison Capital Management 2009 - 2011
Cherokee Investment Partners 2005 - 2008
Jones Lang LaSalle 2001 - 2003
Morgan Stanley 2000 - 2001
Skills
Asset Management, Due Diligence, Valuation, Real Estate Economics, Investments, Financial Modeling, Private Equity, Financial Analysis, Portfolio Management, Real Estate, Real Estate Development, Alternative Investments
Education
Northwestern University - Kellogg School of Management 2003 — 2005
MBA, Finance
Dartmouth College 1995 — 1999
AB, History
Dividend Capital March 2015 - Present
Janus Capital Group December 2002 - March 2015
INVESCO Funds Group May 1998 - December 2002
Skills
Series 7, Series 24, Risk Management, CSCP, 1940 Act, AIF, Series 63, Retirement, Securities, Investment Management, Asset Allocation, Financial Services
Education
Regis University
Master of Business Administration, Finance and Accounting
University of Northern Colorado
Bachelor of Arts
Health Sqyre May 2015 - Present
Easy Breathe, Inc. July 2013 - December 2014
Creation Capital Partners July 2011 - April 2013
Wells Fargo Securities April 2009 - August 2011
Barrington Associates August 2008 - March 2009
Northwestern Mutual May 2006 - August 2006
Dividend Capital June 2005 - August 2005
Harrow Sports May 2004 - August 2004
Skills
Financial Modeling, Excel, PowerPoint, Capital IQ, Bloomberg, Factset, Quickbooks, Word, Valuation, Microsoft Excel, Investments, Mergers & Acquisitions, Business Development, Financial Analysis
Education
Amherst College 2004 — 2008
Bachelor of Arts (B.A.), Economics
The Blake School 2001 — 2004
J.K. Mullen High School 2000 — 2001
Avista Capital Partners August 2011 - Present
Prentice Capital Management May 2009 - August 2011
Dividend Capital May 2006 - January 2009
The Law Office of Frederick M. Sembler, PLLC March 2005 - April 2006
Skills
Human Resources, Market Research, Management
Education
Hamilton College 1999 — 2003
BA, Anthropology
Beacon Capital Management 2013 - Present
The Institute for Wealth Management 2011 - 2012
BCA Capital Management 2004 - 2011
Dividend Capital January 2003 - January 2004
Oppenheimer Funds January 2000 - January 2003
Morgan Stanley Dean Witter 1995 - 2000
Skills
Investment Properties, Alternative Investments, Hedge Funds, Investment Advisory, Sales, Strategic Financial..., Portfolio Management, Series 63, Mutual Funds, Asset Management, Retirement Planning, Asset Managment, Investments, Venture Capital, Equities, Asset Allocation, Investment Strategies, Business Development, Finance, Wealth Management, Securities, Due Diligence, Private Equity, Series 7, Capital Markets, Financial Advisory, ETFs, Financial Modeling
Education
Colorado State University 1991 — 1993
BS, Finance
Dividend Capital November 2003 - Present
Security Benefit Life Ins January 1999 - November 2003
New York Life & MainStay Investments March 1995 - January 1999
Aim Funds September 1991 - March 1995
First Gibraltar Bank/Invest August 1990 - September 1991
Skills
Series 7, Series 63, Alternative Investments, Mutual Funds, Retirement Planning, Wealth Management
Education
Stephen F. Austin State University 1983 — 1989
BBA
Dividend Capital March 2013 - Present
Willow Domestic Violence Center June 2011 - May 2012
First Management Inc June 2009 - April 2012
AMC Theaters April 2009 - June 2009
University of Kansas Libraries January 2006 - December 2007
Family Dollar December 2005 - February 2006
Theatre of the Imagination June 2004 - August 2004
Skills
Ten Key, SQL, Microsoft Office, Excel, Accounts Payable, Accounting, Quickbooks, Word, Accounts Receivable, Financial Reporting, General Ledger, Financial Analysis, PowerPoint, Outlook, Financial Accounting, Reconciliation, Budgeting, Fixed Assets, Payroll, Cash Flow, Bookkeeping, Internal Audit, Research, Microsoft Excel, GAAP, Account Reconciliation, Microsoft Word
Education
University of Kansas - Graduate School of Business 2009 — 2010
Masters, Business Accounting and Information Systems
Consortium of Universities for International StudiesPaderno del 2008 — 2008
Business Accounting
University of Kansas 2005 — 2008
Bachelor's of Science, Business Accounting
MassMutual Financial Group January 2015 - Present
Dividend Capital April 2012 - December 2014
Lehigh University December 2010 - May 2012
Independent May 2010 - December 2010
Nuveen Investments June 2006 - May 2010
Nuveen Investments September 2001 - August 2006
Morgan Stanley Asset Management 1993 - 2001
Lehigh University 1992 - 1993
University of Pennsylania 1988 - 1992
Foreign Policy Research Institute 1987 - 1988
Skills
Mutual Funds, Series 7, Alternative Investments, Investments, Series 63, Equities, Hedge Funds, Investment Strategies, Investment Management
Education
University of Pennsylvania 1982 — 1985
BA, Russian
Lehigh University 1992 — 1996
MA, Government
Smith College 1981 — 1982
Pushkin Institute
Summer, Russian
Dividend Capital March 2015 - Present
Dividend Capital March 2012 - March 2015
Dividend Capital November 2007 - March 2012
Dividend Capital March 2007 - November 2007
Skills
Marketing, Marketing Communications, Marketing Strategy, Salesforce.com, Integrated Marketing, Brand Development, Marketo, Marketing Research
Education
University of Colorado at Denver 2002 — 2006
Bachelor of Science (BS), Marketing and International Business
Smoky Hill High School 1998 — 2001
Diploma, General
PTX Securities LLC September 2014 - Present
Alternative Advisors, LLC February 2011 - Present
Preferred Apartment Communities October 2012 - May 2014
Lightstone Group January 2010 - February 2011
CM Securities April 2009 - January 2010
Wealth Exchange Solutions April 2005 - March 2009
Dividend Capital August 2002 - September 2005
Skills
Series 63, Series 7, Series 24, Real Estate License, Series 79, Investments, Selling, Asset Management, Due Diligence, Securities
Education
University of Massachusetts, Amherst 1986 — 1990
Emmanual College
Bachelor of Science, Business Administration
Mountain View Bank of Commerce February 2015 - Present
Dividend Capital December 2013 - January 2015
Victory Capital Management February 2008 - November 2013
Amerisource Funding June 2006 - February 2008
Jackson National Life December 2002 - March 2006
Merrill Lynch 1998 - 2000
Skills
Mutual Funds, Retirement, Fixed Annuities, Series 7, Series 63, Sales, Asset Allocation, 401k, Alternative Investments, Investments, Retirement Planning, Separately Managed..., Marketing
Education
University of Colorado Denver 1993 — 1998
BA, Psy
NorthStar Securities June 2011 - Present
ING Investment Management April 2010 - June 2011
ING Investment Management March 2010 - June 2011
Dividend Capital March 2004 - March 2010
Dividend Capital Group March 2004 - March 2010
Jackson National Life May 2002 - February 2004
TEKsystems May 2000 - February 2002
Skills
Mutual Funds, Alternative Investments, Investments, Annuities, Real Estate Investment
Education
Colorado State University 1995 — 2000
BS, Business
Colorado State University 1995 — 2000
BS, Business Administration
Freehold township HS
CIG Capital Advisors Portfolio ManagerFlexible Plan Investments, Ltd.February 2014 - September 2015
Oppenheimer & Co. March 2011 - February 2014
Northpointe Capital March 2006 - March 2011
Dividend Capital 2005 - 2006
Skills
Equities, Equity Research, Portfolio Management, Hedge Funds, Bloomberg, Asset Managment, Investments, Series 7, Financial Modeling, Valuation, Mutual Funds, Alternative Investments, Quantitative Analytics, Equity Trading, Asset Allocation, Investment Strategies, Financial Analysis, Risk Management, Equity Valuation, Asset Management
Education
University of Michigan 2003 — 2005
MSE, Industrial Engineering
University of Michigan 1999 — 2003
BSE, Industrial Engineering
NorthStar Securities, LLC January 2013 - Present
NorthStar Realty Securities February 2010 - December 2012
Dividend Capital November 2005 - February 2010
Skills
Series 7, Alternative Investments, Mutual Funds, Series 66, Series 24, Investment Strategies, Investment Advisory, Investments, Securities, Series 6, Asset Management, FINRA, Uniform Combined State..., Sales, Series 63
Education
University of Colorado Boulder 1992 — 1996
BA, Business
Inland Real Estate Investment Corporation July 2014 - Present
American Realty Capital Properties March 2013 - June 2014
Cole Capital January 2013 - March 2013
Cole Capital June 2011 - December 2012
Cole Capital August 2009 - May 2011
Dividend Capital January 2007 - May 2008
Principal Real Estate Investors May 2004 - January 2007
Skills
Real Estate Investment, Real Estate Finance, Acquisitions, Dispositions, Asset Management
Education
University of Southern California 2008 — 2009
Masters of Real Estate Development, Real Estate
University of Northern Iowa 2000 — 2004
Bachelors, Finance
Dividend Capital January 2011 - Present
Miami University January 2008 - August 2008
Skills
Valuation, Asset Management, Real Estate Economics, Due Diligence, Disposition, Financial Modeling, Commercial Real Estate, Real Estate, Financial Analysis
Education
Miami University 2003 — 2007
Bachelor's degree, Political Science and Government
Dividend Capital March 2013 - Present
Dividend Capital June 2011 - March 2013
Skills
Event Planning, Budgets, Microsoft Excel, PowerPoint, Accounts Payable, Marketing, Accounts Receivable, Outlook, Microsoft Office
Education
University of Denver 2009 — 2013
Bachelor of Business Administration (BBA)
Dividend Capital May 2014 - August 2014
Camp Shai May 2013 - May 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, VBA, Matlab, SolidWorks, Leadership
Education
University of Miami 2012 — 2016
Bachelor of Science (B.S.), Industrial Engineering with Engineering Management Concentration, Senior