MMA Financial
Industry: Company
DescriptionFounded: 1987 Parent organization: Municipal Mortgage & Equity, LLC Subsidiary: MMA Ashton Calhoun, LLC
MMA Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at MMA Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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MMA Financial Employees
Employee
Years
Job
Industry
Andrew Pope Andrew Pope's MMA Financial Experience 2005 - 2008
Job Asset Manager / Financial Due Diligence Professional
Industry Real Estate
Experience
Advenir Real Estate January 2014 - Present
RST Development / Hercules Realty Services July 2012 - December 2013
Asset Management Consulting February 2008 - July 2012
MMA Financial 2005 - 2008
Lincoln Property Company 2003 - 2005
DeFoggi Development 2002 - 2003
Realticorp Commercial Investment Fund 2001 - 2002
AIG /SunAmerica Housing Partners 1998 - 2000
Real Estate Consulting & Engineering 1996 - 1998
The Principal Financial Group 1989 - 1996
Skills
Risk Management, Real Estate Economics, Real Estate, Asset Managment, Real Estate Development, Due Diligence, Property Management, Disposition, Portfolio Management, Affordable Housing, Financial Analysis, Valuation, Asset Management, Residential Homes, Negotiation, Investment Properties, REO, Underwriting, Real Estate Transactions, Loans, Budgets, Commercial Real Estate, Strategy, Apartments, Property, Mortgage Lending, Construction, Commercial Mortgages, Management, LIHTC, Appraisals, Investments, Cash Flow, Analysis, Business Planning, Selling, Leases, Brokerage, Leadership, Contract Negotiation, Finance, Financial Modeling, Real Estate Financing, Commercial Lending, Forecasting, Accounting, Acquisitions, CMBS, Asset, Dispositions
Education
Duke University - The Fuqua School of Business 2000 — 2002
MBA, General Management / Finance
Iowa State University 1983 — 1987
B.S., Construction Engineering
Advenir Real Estate January 2014 - Present
RST Development / Hercules Realty Services July 2012 - December 2013
Asset Management Consulting February 2008 - July 2012
MMA Financial 2005 - 2008
Lincoln Property Company 2003 - 2005
DeFoggi Development 2002 - 2003
Realticorp Commercial Investment Fund 2001 - 2002
AIG /SunAmerica Housing Partners 1998 - 2000
Real Estate Consulting & Engineering 1996 - 1998
The Principal Financial Group 1989 - 1996
Skills
Risk Management, Real Estate Economics, Real Estate, Asset Managment, Real Estate Development, Due Diligence, Property Management, Disposition, Portfolio Management, Affordable Housing, Financial Analysis, Valuation, Asset Management, Residential Homes, Negotiation, Investment Properties, REO, Underwriting, Real Estate Transactions, Loans, Budgets, Commercial Real Estate, Strategy, Apartments, Property, Mortgage Lending, Construction, Commercial Mortgages, Management, LIHTC, Appraisals, Investments, Cash Flow, Analysis, Business Planning, Selling, Leases, Brokerage, Leadership, Contract Negotiation, Finance, Financial Modeling, Real Estate Financing, Commercial Lending, Forecasting, Accounting, Acquisitions, CMBS, Asset, Dispositions
Education
Duke University - The Fuqua School of Business 2000 — 2002
MBA, General Management / Finance
Iowa State University 1983 — 1987
B.S., Construction Engineering
Devin Sanderson Devin Sanderson's MMA Financial Experience September 2003 - December 2005
Job SVP, Director of Renewable Energy Finance Group & Director of Operations
Industry Investment Banking
Experience
Churchill Stateside Group January 2015 - Present
ReelCycle January 2015 - Present
Churchill Stateside Group October 2012 - Present
Churchill Stateside Group January 2012 - Present
Churchill Financial LLC December 2005 - December 2011
MMA Financial September 2003 - December 2005
Skills
Renewable Energy, Project Finance, Solar Energy, Affordable Housing, Loans, Structured Finance, Due Diligence, Wind, Energy, Energy Policy, Private Equity, Mergers, Alternative Energy, Venture Capital, Financial Structuring, Energy Efficiency, Photovoltaics, LIHTC, Financial Modeling, Sustainable Energy, Cleantech, Tax Credits, Investments, Finance, Management, Valuation, Strategic Planning, Real Estate, Financial Analysis, Business Development, Portfolio Management, Commercial Real Estate
Education
University of South Florida
Bachelor of Science (B.S.), Finance
Churchill Stateside Group January 2015 - Present
ReelCycle January 2015 - Present
Churchill Stateside Group October 2012 - Present
Churchill Stateside Group January 2012 - Present
Churchill Financial LLC December 2005 - December 2011
MMA Financial September 2003 - December 2005
Skills
Renewable Energy, Project Finance, Solar Energy, Affordable Housing, Loans, Structured Finance, Due Diligence, Wind, Energy, Energy Policy, Private Equity, Mergers, Alternative Energy, Venture Capital, Financial Structuring, Energy Efficiency, Photovoltaics, LIHTC, Financial Modeling, Sustainable Energy, Cleantech, Tax Credits, Investments, Finance, Management, Valuation, Strategic Planning, Real Estate, Financial Analysis, Business Development, Portfolio Management, Commercial Real Estate
Education
University of South Florida
Bachelor of Science (B.S.), Finance
Vinnie Viola Vinnie Viola's MMA Financial Experience July 1999 - May 2006
Job Principal, Birch Island Real Estate Consulting, LLC
Industry Real Estate
Experience
Birch Island Real Estate Consulting, LLC September 2013 - Present
Boston Capital April 2011 - September 2013
Birch Island Real Estate Advisors, LLC October 2009 - April 2011
WinnCompanies May 2006 - October 2009
MMA Financial July 1999 - May 2006
DHCD Bureau of Asset Management February 1998 - July 1999
TAG Associates (affordable housing consulting) July 1995 - February 1998
Dallas Habitat For Humanity January 1993 - May 1995
Boston Redevelopment Authority 1991 - 1992
United States Air Force December 1985 - January 1990
Skills
Property Management, LIHTC, Affordable Housing, Leases, Microsoft Excel, Investment Properties, Financial Analysis, Real Estate, Investments, Finance, Recruiting, Due Diligence, Budgets, Tax Credits, Asset Management, Apartments, Real Estate Economics, Human Resources, Portfolio Management, HUD, Leadership, Commercial Real Estate, Real Estate Development
Education
The University of Texas at Dallas 1993 — 1995
Master of Public Affairs, Policy Analysis
University of Massachusetts Boston 1990 — 1992
BA, Georgraphy/Urban Planning
Mentor Mentee Program
Mentor Mentee Program
Mentor Mentee Program
Birch Island Real Estate Consulting, LLC September 2013 - Present
Boston Capital April 2011 - September 2013
Birch Island Real Estate Advisors, LLC October 2009 - April 2011
WinnCompanies May 2006 - October 2009
MMA Financial July 1999 - May 2006
DHCD Bureau of Asset Management February 1998 - July 1999
TAG Associates (affordable housing consulting) July 1995 - February 1998
Dallas Habitat For Humanity January 1993 - May 1995
Boston Redevelopment Authority 1991 - 1992
United States Air Force December 1985 - January 1990
Skills
Property Management, LIHTC, Affordable Housing, Leases, Microsoft Excel, Investment Properties, Financial Analysis, Real Estate, Investments, Finance, Recruiting, Due Diligence, Budgets, Tax Credits, Asset Management, Apartments, Real Estate Economics, Human Resources, Portfolio Management, HUD, Leadership, Commercial Real Estate, Real Estate Development
Education
The University of Texas at Dallas 1993 — 1995
Master of Public Affairs, Policy Analysis
University of Massachusetts Boston 1990 — 1992
BA, Georgraphy/Urban Planning
Mentor Mentee Program
Mentor Mentee Program
Mentor Mentee Program
Todd Klapprodt Todd Klapprodt's MMA Financial Experience February 2006 - October 2006
Job Product Manager, Data at The Gordian Group
Industry Marketing and Advertising
Experience
The Gordian Group August 2015 - Present
Tree.com May 2012 - August 2015
StudentAdvisor.com September 2010 - May 2012
Avenue100 Media Solutions (Formerly CourseAdvisor) 2006 - September 2010
CourseAdvisor October 2006 - November 2008
MMA Financial February 2006 - October 2006
MicroChem Corp. 2002 - 2006
Protocol 2002 - 2002
Allaire 2000 - 2001
Skills
Product Management, Product Life Cycle..., Business Strategy, Data Analysis, SEO, SEM, Team Management, Product Requirements, Competitive Analysis, Requirements Gathering, Facebook, Email Marketing, New Business Development, Key Account Development, Lead Generation, PPC, Market Research, Social Media, Product Strategy, Cross-functional Team..., P&L Management, Google Analytics, Analytics, Strategic Planning, User Experience, Marketing, Product Development, Leadership, Strategic Partnerships, Management, Product Lifecycle..., Strategy, Online Advertising, CRM, Digital Marketing
Education
University of Colorado at Boulder 1997 — 2000
Bachelor of Science (BS), Business Administration, Management and Operations
Queens University of Charlotte 1993 — 1995
Business Administration
MIneral Springs
Stonington HS
The Gordian Group August 2015 - Present
Tree.com May 2012 - August 2015
StudentAdvisor.com September 2010 - May 2012
Avenue100 Media Solutions (Formerly CourseAdvisor) 2006 - September 2010
CourseAdvisor October 2006 - November 2008
MMA Financial February 2006 - October 2006
MicroChem Corp. 2002 - 2006
Protocol 2002 - 2002
Allaire 2000 - 2001
Skills
Product Management, Product Life Cycle..., Business Strategy, Data Analysis, SEO, SEM, Team Management, Product Requirements, Competitive Analysis, Requirements Gathering, Facebook, Email Marketing, New Business Development, Key Account Development, Lead Generation, PPC, Market Research, Social Media, Product Strategy, Cross-functional Team..., P&L Management, Google Analytics, Analytics, Strategic Planning, User Experience, Marketing, Product Development, Leadership, Strategic Partnerships, Management, Product Lifecycle..., Strategy, Online Advertising, CRM, Digital Marketing
Education
University of Colorado at Boulder 1997 — 2000
Bachelor of Science (BS), Business Administration, Management and Operations
Queens University of Charlotte 1993 — 1995
Business Administration
MIneral Springs
Stonington HS
Mike Rulf Mike Rulf's MMA Financial Experience September 1998 - August 2009
Job Managing Director at Oak Grove Capital
Industry Real Estate
Experience
Oak Grove Capital September 2011 - Present
Inside Edge Commercial Interior Services September 2009 - May 2011
MMA Financial September 1998 - August 2009
Skills
Financial Analysis, Underwriting, Asset Management, Capital Markets, Investor Relations, Investments, Disposition, Real Estate Economics, Customer Service, Real Estate, Microsoft Office, Project Finance, Financial Modeling, Due Diligence, Loans, Income Statement, Management
Education
George Mason University 1996 — 1998
BS, Finance
Oak Grove Capital September 2011 - Present
Inside Edge Commercial Interior Services September 2009 - May 2011
MMA Financial September 1998 - August 2009
Skills
Financial Analysis, Underwriting, Asset Management, Capital Markets, Investor Relations, Investments, Disposition, Real Estate Economics, Customer Service, Real Estate, Microsoft Office, Project Finance, Financial Modeling, Due Diligence, Loans, Income Statement, Management
Education
George Mason University 1996 — 1998
BS, Finance
Marie Reynolds Marie Reynolds's MMA Financial Experience 2003 - 2009
Job Chief Financial Officer at Boston Financial Investment Management
Industry Financial Services
Experience
Boston Financial Investment Management July 2009 - Present
MMA Financial 2003 - 2009
Skills
Financial Analysis, Financial Planning, Team Leadership, Finance, Financial Modeling, Financial Reporting, Due Diligence, Asset Management, Accounting, Valuation, Investments, Forecasting, Risk Management, Portfolio Management, Budgets, Banking, Corporate Finance, Private Equity, Underwriting, Real Estate, Analysis, Loans, Real Estate Economics, Acquisitions, Strategic Financial...
Education
Suffolk University - Sawyer School of Management 1990 — 1993
MBA
Siena College 1984 — 1988
Bachelors in Business Administration, Accouting
Boston Financial Investment Management July 2009 - Present
MMA Financial 2003 - 2009
Skills
Financial Analysis, Financial Planning, Team Leadership, Finance, Financial Modeling, Financial Reporting, Due Diligence, Asset Management, Accounting, Valuation, Investments, Forecasting, Risk Management, Portfolio Management, Budgets, Banking, Corporate Finance, Private Equity, Underwriting, Real Estate, Analysis, Loans, Real Estate Economics, Acquisitions, Strategic Financial...
Education
Suffolk University - Sawyer School of Management 1990 — 1993
MBA
Siena College 1984 — 1988
Bachelors in Business Administration, Accouting
John O'Reilly's MMA Financial Experience September 2000 - September 2003
Job Internal Recruiter at Boston Children's Hospital
Industry Staffing and Recruiting
Experience
Boston Children's Hospital March 2013 - Present
Fanning Personnel December 2009 - March 2013
Ledgent August 2006 - September 2009
Direct Invest 2005 - 2006
Boulder Venture South, LLC March 2004 - March 2005
MMA Financial September 2000 - September 2003
Boston Properties July 1998 - September 2000
Berkshire Realty 1996 - 1998
Skills
Accounting, Accounts Payable, Finance, GAAP, Accounts Receivable, Treasury, FASB, Fund Accounting, Recruiting, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Human Resources, General Ledger, Talent Acquisition, Financial Accounting, Financial Modeling, SEC filings, Forecasting, Executive Search, Applicant Tracking..., Temporary Staffing, Account Reconciliation, Cash Flow, Temporary Placement, Staffing Services, Financial Statements, US GAAP, Budgets, Sourcing, Contract Recruitment, Permanent Placement, QuickBooks, Payroll, PeopleSoft, Internal Audit, Leadership, Financial Services, Interviews, Internet Recruiting, Technical Recruiting, Onboarding, Benefits Negotiation, College Recruiting
Education
Bridgewater State College 1991 — 1996
Bachelor of Science in Management, Accounting
North Attleboro High School 1987 — 1991
Boston Children's Hospital March 2013 - Present
Fanning Personnel December 2009 - March 2013
Ledgent August 2006 - September 2009
Direct Invest 2005 - 2006
Boulder Venture South, LLC March 2004 - March 2005
MMA Financial September 2000 - September 2003
Boston Properties July 1998 - September 2000
Berkshire Realty 1996 - 1998
Skills
Accounting, Accounts Payable, Finance, GAAP, Accounts Receivable, Treasury, FASB, Fund Accounting, Recruiting, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Human Resources, General Ledger, Talent Acquisition, Financial Accounting, Financial Modeling, SEC filings, Forecasting, Executive Search, Applicant Tracking..., Temporary Staffing, Account Reconciliation, Cash Flow, Temporary Placement, Staffing Services, Financial Statements, US GAAP, Budgets, Sourcing, Contract Recruitment, Permanent Placement, QuickBooks, Payroll, PeopleSoft, Internal Audit, Leadership, Financial Services, Interviews, Internet Recruiting, Technical Recruiting, Onboarding, Benefits Negotiation, College Recruiting
Education
Bridgewater State College 1991 — 1996
Bachelor of Science in Management, Accounting
North Attleboro High School 1987 — 1991
Lauro Gutierrez Lauro Gutierrez's MMA Financial Experience 2005 - 2007
Job Commercial Specialist at Hess Corporation
Industry Oil & Energy
Experience
Hess Corporation January 2014 - Present
Calpine June 2009 - November 2013
Wells Fargo Securities June 2007 - June 2009
MMA Financial 2005 - 2007
Peace Corps 2003 - 2005
Shell Trading Gas & Power Co 2001 - 2003
Skills
Investment Banking, Corporate Finance, Financial Modeling, M&A experience, Capital Markets, DCF, Valuation, Deal Execution, Consultancy, Corporate Credit, Divestitures, Project Finance, Master Limited..., Mergers & Acquisitions, Finance, Portfolio Management, Credit Risk, Financial Analysis
Education
The University of Texas at Austin 1996 — 2000
Bachelor's degree, Finance & mechanical engineering
University of Bath 1999 — 1999
Finance
Hess Corporation January 2014 - Present
Calpine June 2009 - November 2013
Wells Fargo Securities June 2007 - June 2009
MMA Financial 2005 - 2007
Peace Corps 2003 - 2005
Shell Trading Gas & Power Co 2001 - 2003
Skills
Investment Banking, Corporate Finance, Financial Modeling, M&A experience, Capital Markets, DCF, Valuation, Deal Execution, Consultancy, Corporate Credit, Divestitures, Project Finance, Master Limited..., Mergers & Acquisitions, Finance, Portfolio Management, Credit Risk, Financial Analysis
Education
The University of Texas at Austin 1996 — 2000
Bachelor's degree, Finance & mechanical engineering
University of Bath 1999 — 1999
Finance
Dorothy Van Ness Dorothy Van Ness's MMA Financial Experience May 2001 - April 2004
Job Administrative Assistant at US Bank
Industry Banking
Experience
US Bank February 2013 - Present
Children's Hospital of Wisconsin June 2012 - February 2013
United Healthcare / UMR August 2010 - June 2012
BIC Graphic USA April 2004 - January 2010
MMA Financial May 2001 - April 2004
EBI LP April 1990 - June 2000
Education
Boonton High School
County College of Morris
St. Petersburg College
US Bank February 2013 - Present
Children's Hospital of Wisconsin June 2012 - February 2013
United Healthcare / UMR August 2010 - June 2012
BIC Graphic USA April 2004 - January 2010
MMA Financial May 2001 - April 2004
EBI LP April 1990 - June 2000
Education
Boonton High School
County College of Morris
St. Petersburg College
Mirka Kopecka Mirka Kopecka's MMA Financial Experience November 2006 - September 2008
Job Investment Accountant at DDJ Capital Management
Industry Investment Management
Experience
DDJ Capital Management April 2009 - Present
MMA Financial November 2006 - September 2008
The Bollard Group LLC March 2004 - November 2006
Education
Bentley University 2006 — 2017
Candidate for Bachelors of Science Degree in Accounting, Accounting
Gibbs College-Boston 2002 — 2003
Associate Degree in Business Administration - Accounting Specialization, Accounting
DDJ Capital Management April 2009 - Present
MMA Financial November 2006 - September 2008
The Bollard Group LLC March 2004 - November 2006
Education
Bentley University 2006 — 2017
Candidate for Bachelors of Science Degree in Accounting, Accounting
Gibbs College-Boston 2002 — 2003
Associate Degree in Business Administration - Accounting Specialization, Accounting
Phillip Bakalchuk Phillip Bakalchuk's MMA Financial Experience 1995 - 1998
Job Owner, Water Street Investments
Industry Real Estate
Experience
Water Street Investments January 2009 - Present
BXR 2010 - 2012
New Boston Fund June 2003 - December 2008
New Boston Development Partners LLC 2003 - 2008
Blackrock Realty February 1998 - May 2003
BlackRock 1998 - 2003
Boston Financial Group 1995 - 1998
MMA Financial 1995 - 1998
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance and Real Estate
Columbia University - Graduate School of Architecture, Planning and Preservation 1986 — 1988
Master of Architecture, Architecture
University of Florida 1980 — 1984
BA, Architecture
Water Street Investments January 2009 - Present
BXR 2010 - 2012
New Boston Fund June 2003 - December 2008
New Boston Development Partners LLC 2003 - 2008
Blackrock Realty February 1998 - May 2003
BlackRock 1998 - 2003
Boston Financial Group 1995 - 1998
MMA Financial 1995 - 1998
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance and Real Estate
Columbia University - Graduate School of Architecture, Planning and Preservation 1986 — 1988
Master of Architecture, Architecture
University of Florida 1980 — 1984
BA, Architecture
Rex Tilley's MMA Financial Experience June 2007 - May 2009
Job Chief Underwriter Churchill Stateside Group
Industry Real Estate
Experience
Churchill Stateside Group February 2012 - Present
AmeriNational Community Services, Inc. February 2010 - February 2012
Oak Grove Capital May 2009 - January 2010
MMA Financial June 2007 - May 2009
MMA Financial January 2006 - June 2007
MMA Financial (fka MuniMae Midland) January 2004 - January 2006
MMA Financial (fka MuniMae Midland) July 1997 - January 2004
AmSouth Bank August 1995 - May 1997
N/A August 1994 - August 1995
Glendale Federal Bank July 1983 - July 1994
Skills
Real Estate, LIHTC, Affordable Housing, Underwriting, Loans, Investments, Debt, Asset, Asset Management, Credit, Portfolio Management, Disposition, Valuation, Financial Analysis, Real Estate Economics, Credit Risk, Due Diligence, Appraisals, Property, Dispositions
Education
Florida State University - College of Business 1978 — 1982
BS, Finance
Churchill Stateside Group February 2012 - Present
AmeriNational Community Services, Inc. February 2010 - February 2012
Oak Grove Capital May 2009 - January 2010
MMA Financial June 2007 - May 2009
MMA Financial January 2006 - June 2007
MMA Financial (fka MuniMae Midland) January 2004 - January 2006
MMA Financial (fka MuniMae Midland) July 1997 - January 2004
AmSouth Bank August 1995 - May 1997
N/A August 1994 - August 1995
Glendale Federal Bank July 1983 - July 1994
Skills
Real Estate, LIHTC, Affordable Housing, Underwriting, Loans, Investments, Debt, Asset, Asset Management, Credit, Portfolio Management, Disposition, Valuation, Financial Analysis, Real Estate Economics, Credit Risk, Due Diligence, Appraisals, Property, Dispositions
Education
Florida State University - College of Business 1978 — 1982
BS, Finance
Chris Diaz's MMA Financial Experience June 1998 - December 2005
Job Principal at Seminole Financial Services
Industry Renewables & Environment
Experience
Seminole Financial Services January 2010 - Present
SUNERGY, LLC February 2009 - January 2010
Credit Suisse February 2006 - December 2008
MMA Financial June 1998 - December 2005
Skills
Solar, Renewable Energy, Wind, Project Finance, Wind Energy, Solar Energy, Alternative Energy, Energy, Energy Efficiency, Mergers, Analysis, Mergers & Acquisitions, Due Diligence, Financial Modeling, Investments, Finance, Venture Capital, Joint Ventures, Cleantech, Sustainable Energy, Photovoltaics, Portfolio Management, Real Estate Economics, Corporate Development, Asset Management, Private Equity, Valuation, Financial Structuring, Clean Technology, Structured Finance, Equities, Energy Policy, Real Estate, Solar Thermal, Biomass, Private Placements, Green Technology, Emerging Markets, Sustainability..., M&A experience, Carbon
Education
Nova Southeastern University 1994 — 1995
MBA, Masters in Business Administration
Florida State University 1985 — 1988
Social Sciences, Urban and Regional Planning
Seminole Financial Services January 2010 - Present
SUNERGY, LLC February 2009 - January 2010
Credit Suisse February 2006 - December 2008
MMA Financial June 1998 - December 2005
Skills
Solar, Renewable Energy, Wind, Project Finance, Wind Energy, Solar Energy, Alternative Energy, Energy, Energy Efficiency, Mergers, Analysis, Mergers & Acquisitions, Due Diligence, Financial Modeling, Investments, Finance, Venture Capital, Joint Ventures, Cleantech, Sustainable Energy, Photovoltaics, Portfolio Management, Real Estate Economics, Corporate Development, Asset Management, Private Equity, Valuation, Financial Structuring, Clean Technology, Structured Finance, Equities, Energy Policy, Real Estate, Solar Thermal, Biomass, Private Placements, Green Technology, Emerging Markets, Sustainability..., M&A experience, Carbon
Education
Nova Southeastern University 1994 — 1995
MBA, Masters in Business Administration
Florida State University 1985 — 1988
Social Sciences, Urban and Regional Planning
Graham Stalley Graham Stalley's MMA Financial Experience January 1996 - February 2009
Job Independent Software Developer / IBM Notes & Domino Xpages / MS Dynamics CRM , JavaScript , SQL ++ I can help !
Industry Computer Software
Experience
BDS Software, Inc. March 2009 - Present
BDS Software, Inc. March 2009 - Present
MMA Financial January 1996 - February 2009
Lend Lease, LLC January 2000 - January 2003
Boston Financial January 1996 - December 1999
Skills
Software Development, Application Development, Software Design, Business Intelligence, Process Management, Project Management, Due Diligence, Strategic Planning, Business Analysis, Property Management, XPages, JavaScript, Windows, CRM, Leadership, Visual Basic, .NET, Integration, Management, Finance, Investments, C#
Education
Keele University
BA, Mathematics and Psychology
BDS Software, Inc. March 2009 - Present
BDS Software, Inc. March 2009 - Present
MMA Financial January 1996 - February 2009
Lend Lease, LLC January 2000 - January 2003
Boston Financial January 1996 - December 1999
Skills
Software Development, Application Development, Software Design, Business Intelligence, Process Management, Project Management, Due Diligence, Strategic Planning, Business Analysis, Property Management, XPages, JavaScript, Windows, CRM, Leadership, Visual Basic, .NET, Integration, Management, Finance, Investments, C#
Education
Keele University
BA, Mathematics and Psychology
Curtis Bramley's MMA Financial Experience 2008 - 2009
Job Public Project Specialist at The Blue Book Building & Construction Network
Industry Marketing and Advertising
Experience
The Blue Book Building & Construction Network December 2014 - Present
Independent April 2006 - Present
American Cancer Society January 2011 - June 2014
Susan A. Flynn & Associates May 2008 - January 2011
MMA Financial 2008 - 2009
CCH, Insurance May 2006 - December 2007
Aspen Publishers 2006 - 2007
Skills
Fundraising, Editing, Customer Service, Real Estate, Event Planning, Social Networking, Budgets, Team Building, Grant Writing, Data Entry, Accounting, Proofreading, Time Management, Event Management, Microsoft Office, Microsoft Excel, Marketing Communications, Web Design, WordPress, Strategic Planning, Microsoft Word, Research, Social Media Marketing, Contract Negotiation, Project Management, Blogging, Volunteer Management, Data Analysis, Salesforce.com, Databases, Public Speaking, Public Relations, Community Outreach, Team Leadership, Sales, Marketing, Branding & Identity, Relationship Management, Account Management, Sales Techniques, Reporting, Market Research, IT Help Desk, Communication, Leadership, Newsletters, Outlook, Teaching, Staff Development, Management
Education
Clark University 2002 — 2006
BA, Literature/History
Clark University 2002 — 2006
Bachelor of Arts (B.A.) , English Literature and History
The Blue Book Building & Construction Network December 2014 - Present
Independent April 2006 - Present
American Cancer Society January 2011 - June 2014
Susan A. Flynn & Associates May 2008 - January 2011
MMA Financial 2008 - 2009
CCH, Insurance May 2006 - December 2007
Aspen Publishers 2006 - 2007
Skills
Fundraising, Editing, Customer Service, Real Estate, Event Planning, Social Networking, Budgets, Team Building, Grant Writing, Data Entry, Accounting, Proofreading, Time Management, Event Management, Microsoft Office, Microsoft Excel, Marketing Communications, Web Design, WordPress, Strategic Planning, Microsoft Word, Research, Social Media Marketing, Contract Negotiation, Project Management, Blogging, Volunteer Management, Data Analysis, Salesforce.com, Databases, Public Speaking, Public Relations, Community Outreach, Team Leadership, Sales, Marketing, Branding & Identity, Relationship Management, Account Management, Sales Techniques, Reporting, Market Research, IT Help Desk, Communication, Leadership, Newsletters, Outlook, Teaching, Staff Development, Management
Education
Clark University 2002 — 2006
BA, Literature/History
Clark University 2002 — 2006
Bachelor of Arts (B.A.) , English Literature and History
Ali Abdullah Ali Abdullah's MMA Financial Experience May 2007 - July 2007
Job Associate, Capital Transactions at Boston Financial Investment Management
Industry Real Estate
Experience
Boston Financial Investment Management April 2014 - Present
Boston Financial Investment Management April 2012 - April 2014
vFinance Investments May 2009 - March 2012
European Parliament April 2008 - June 2008
MMA Financial May 2007 - July 2007
Skills
Financial Modeling, Valuation, Microsoft Excel, Finance, Analysis, Research, Investments, Financial Analysis, Budgets, Equities, Alternative Investments, Portfolio Management, Risk Management, Financial Markets, Asset Management, Due Diligence, Financial Reporting, Economics, Investment Banking
Education
Boston University Questrom School of Business 2013 — 2016
Master of Business Administration (M.B.A.), Finance
Earlham College 2005 — 2009
BA, Double Major: Economics and Business and Non Profit Management
Antioch College 2008 — 2008
Study Aborad, European Economics and Politics
Li Po Chun, United World College 2003 — 2005
International Baccalaureate Diploma, Economics and Math
Boston Financial Investment Management April 2014 - Present
Boston Financial Investment Management April 2012 - April 2014
vFinance Investments May 2009 - March 2012
European Parliament April 2008 - June 2008
MMA Financial May 2007 - July 2007
Skills
Financial Modeling, Valuation, Microsoft Excel, Finance, Analysis, Research, Investments, Financial Analysis, Budgets, Equities, Alternative Investments, Portfolio Management, Risk Management, Financial Markets, Asset Management, Due Diligence, Financial Reporting, Economics, Investment Banking
Education
Boston University Questrom School of Business 2013 — 2016
Master of Business Administration (M.B.A.), Finance
Earlham College 2005 — 2009
BA, Double Major: Economics and Business and Non Profit Management
Antioch College 2008 — 2008
Study Aborad, European Economics and Politics
Li Po Chun, United World College 2003 — 2005
International Baccalaureate Diploma, Economics and Math
J. Craig Jaschke's MMA Financial Experience October 1999 - October 2005
Job Chief Operating Officer at It's All About...Magazine
Industry Marketing and Advertising
Experience
It's All About...Magazine November 2014 - Present
Greystone Servicing Corporation, Inc. October 2005 - September 2014
MMA Financial October 1999 - October 2005
Skills
Project Management, Financial Analysis, Credit Analysis, Corporate Communications, Real Estate, Financial Modeling, Investments, Risk Management, Credit, Strategic Planning, Real Estate Economics, Team Leadership, Board Presentations, Risk Assessment, Scheduling, Computer Literate, Report Writing, Underwriting, Affordable Housing, Loan Servicing, LIHTC, Mortgage Lending, Loans, Real Estate Financing, CMBS, Loan Origination
Education
Louisiana State University and Agricultural and Mechanical College 1996 — 1999
Bachelor, Finance
It's All About...Magazine November 2014 - Present
Greystone Servicing Corporation, Inc. October 2005 - September 2014
MMA Financial October 1999 - October 2005
Skills
Project Management, Financial Analysis, Credit Analysis, Corporate Communications, Real Estate, Financial Modeling, Investments, Risk Management, Credit, Strategic Planning, Real Estate Economics, Team Leadership, Board Presentations, Risk Assessment, Scheduling, Computer Literate, Report Writing, Underwriting, Affordable Housing, Loan Servicing, LIHTC, Mortgage Lending, Loans, Real Estate Financing, CMBS, Loan Origination
Education
Louisiana State University and Agricultural and Mechanical College 1996 — 1999
Bachelor, Finance
Rick Fussell Rick Fussell's MMA Financial Experience June 2001 - June 2007
Job Vice President, Fixed Income Investments at Credit Suisse/Column Capital, LLC
Industry Real Estate
Experience
Credit Suisse June 2007 - Present
MMA Financial June 2001 - June 2007
Tampa Housing Authority January 2000 - May 2001
Construction Analysis Systems, Inc. June 1996 - September 1999
Skills
Portfolio Management, Due Diligence, Asset Management, Finance, Real Estate Economics, Financial Analysis, Affordable Housing
Education
University of Florida 1988 — 1990
accouting
University of West Florida 1988 — 1990
BS, Construction Management
Pensacola Junior College 1986 — 1988
AA, Business
Credit Suisse June 2007 - Present
MMA Financial June 2001 - June 2007
Tampa Housing Authority January 2000 - May 2001
Construction Analysis Systems, Inc. June 1996 - September 1999
Skills
Portfolio Management, Due Diligence, Asset Management, Finance, Real Estate Economics, Financial Analysis, Affordable Housing
Education
University of Florida 1988 — 1990
accouting
University of West Florida 1988 — 1990
BS, Construction Management
Pensacola Junior College 1986 — 1988
AA, Business
Tracy McDermott Tracy McDermott's MMA Financial Experience October 1993 - August 2008
Job Managing Director, TCAM
Industry Real Estate
Experience
TCAM, LLC November 2009 - Present
Boston Capital January 2009 - November 2009
MMA Financial October 1993 - August 2008
Education
University of New Hampshire 1988 — 1992
TCAM, LLC November 2009 - Present
Boston Capital January 2009 - November 2009
MMA Financial October 1993 - August 2008
Education
University of New Hampshire 1988 — 1992
Bruce Corb Bruce Corb's MMA Financial Experience December 2000 - January 2009
Job Consultant
Industry Management Consulting
Experience
Preservation Housing Management, LLC February 2011 - April 2011
Quantum Realty Management, LLC February 2009 - January 2011
MMA Financial December 2000 - January 2009
The Spectrum Companies July 1999 - November 2000
Lansing Management Company June 1992 - June 1999
Education
Maine Maritime Academy 1965 — 1969
BSME, Marine Engineering
Preservation Housing Management, LLC February 2011 - April 2011
Quantum Realty Management, LLC February 2009 - January 2011
MMA Financial December 2000 - January 2009
The Spectrum Companies July 1999 - November 2000
Lansing Management Company June 1992 - June 1999
Education
Maine Maritime Academy 1965 — 1969
BSME, Marine Engineering
Kalina Valladares's MMA Financial Experience 2004 - 2006
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
Kesney Fontes Kesney Fontes's MMA Financial Experience October 2006 - October 2008
Job Enterprise Applications Manager at WilmerHale
Industry Legal Services
Experience
WilmerHale January 2011 - Present
WilmerHale May 2010 - January 2011
WilmerHale October 2008 - May 2010
MMA Financial October 2006 - October 2008
Deloitte November 1999 - October 2006
Skills
Document Management, Disaster Recovery, IT Strategy, SharePoint, Business Analysis, Enterprise Software, Enterprise Architecture, Microsoft SQL Server, IT Management, SQL, Active Directory, Databases, Project Management, SDLC, ITIL, Software Documentation, Business Intelligence, Integration, Change Management, Windows Server, Vendor Management, Data Center, Information Technology, Solution Architecture, Business Process, Software Project..., IT Service Management, Servers, Knowledge Management, Project Portfolio..., Business Process..., Governance, SaaS, PMO, Process Improvement, Enterprise Content..., Database Design, Project Delivery, SSRS, Requirements Analysis
Education
University of Massachusetts Boston 1999 — 2003
BA, Computer Science
WilmerHale January 2011 - Present
WilmerHale May 2010 - January 2011
WilmerHale October 2008 - May 2010
MMA Financial October 2006 - October 2008
Deloitte November 1999 - October 2006
Skills
Document Management, Disaster Recovery, IT Strategy, SharePoint, Business Analysis, Enterprise Software, Enterprise Architecture, Microsoft SQL Server, IT Management, SQL, Active Directory, Databases, Project Management, SDLC, ITIL, Software Documentation, Business Intelligence, Integration, Change Management, Windows Server, Vendor Management, Data Center, Information Technology, Solution Architecture, Business Process, Software Project..., IT Service Management, Servers, Knowledge Management, Project Portfolio..., Business Process..., Governance, SaaS, PMO, Process Improvement, Enterprise Content..., Database Design, Project Delivery, SSRS, Requirements Analysis
Education
University of Massachusetts Boston 1999 — 2003
BA, Computer Science
Abbie Delales's MMA Financial Experience October 2007 - October 2009
Job Intertown Realty Company
Industry Real Estate
Experience
Intertown Realty Company May 2009 - Present
MMA Financial October 2007 - October 2009
Skills
Financial Modeling, Investment Properties, Due Diligence, Investments, Underwriting, Real Estate
Education
Bentley College 2006 — 2007
MBA, Real Estate
Bentley College 2002 — 2006
Management and Corporate Communication
Intertown Realty Company May 2009 - Present
MMA Financial October 2007 - October 2009
Skills
Financial Modeling, Investment Properties, Due Diligence, Investments, Underwriting, Real Estate
Education
Bentley College 2006 — 2007
MBA, Real Estate
Bentley College 2002 — 2006
Management and Corporate Communication
Chris Terfry, MBA Chris Terfry, MBA's MMA Financial Experience November 2006 - August 2009
Job Senior Compliance Specialist at Converse
Industry Accounting
Experience
Converse November 2013 - Present
Philips March 2011 - November 2013
Brown Rudnick August 2009 - February 2011
MMA Financial November 2006 - August 2009
Investors Bank & Trust May 2005 - November 2006
Skills
Financial Reporting, Accounting, Financial Analysis, General Ledger, Sarbanes-Oxley Act, QuickBooks, Account Reconciliation, Internal Controls, Microsoft Excel, GAAP, PeopleSoft, Outlook, Auditing, Accounts Receivable, Tax, US GAAP, Access, Financial Statements, Fixed Assets, Finance, IFRS, Green Belt, Six Sigma, REIT, Tax Credits, Project Management, Risk Assessment, SOX Compliancy, Risk Analysis, SEC filings, Revenue Recognition, ERP Implementations, SAP ERP, Sarbanes-Oxley
Education
University of Massachusetts Boston 2007 — 2009
Master of Business Administration (MBA), Finance and International Management
Merrimack College 2001 — 2005
Bachelor of Science (B.S.), Accounting and Business/Management
Converse November 2013 - Present
Philips March 2011 - November 2013
Brown Rudnick August 2009 - February 2011
MMA Financial November 2006 - August 2009
Investors Bank & Trust May 2005 - November 2006
Skills
Financial Reporting, Accounting, Financial Analysis, General Ledger, Sarbanes-Oxley Act, QuickBooks, Account Reconciliation, Internal Controls, Microsoft Excel, GAAP, PeopleSoft, Outlook, Auditing, Accounts Receivable, Tax, US GAAP, Access, Financial Statements, Fixed Assets, Finance, IFRS, Green Belt, Six Sigma, REIT, Tax Credits, Project Management, Risk Assessment, SOX Compliancy, Risk Analysis, SEC filings, Revenue Recognition, ERP Implementations, SAP ERP, Sarbanes-Oxley
Education
University of Massachusetts Boston 2007 — 2009
Master of Business Administration (MBA), Finance and International Management
Merrimack College 2001 — 2005
Bachelor of Science (B.S.), Accounting and Business/Management
Janelle Viscomi Janelle Viscomi's MMA Financial Experience May 2004 - August 2005
Job Mortgage Loan Coordinator at C&T Mortgage, Inc.
Industry Financial Services
Experience
C&T Mortgage, LLC March 2012 - Present
Robert Half International April 2011 - March 2012
Dare Family Services, Inc May 2006 - March 2011
Boylston Staffing August 2005 - May 2006
MMA Financial May 2004 - August 2005
Willis Windows & Doors January 2004 - May 2004
Atmospheres 2002 - 2003
Burns, Morris & Stewart, LLP May 1999 - October 2002
Cooper Power Systems 1998 - 1999
Pizza Hut January 1995 - May 1998
Skills
Microsoft Office, Excel, Word, Access, Outlook, Photoshop, Virtual Gateway, Salesforce.com, PR, Market Research, Public Speaking, Media Planning and..., Marketing Communications, Event Planning, Publisher, TurboCAD, SEO, Copywriting, Editing, Advertising, Budgeting, Contract Negotiation, Customer Service, Databases, Forecasting, Fundraising, Internet Marketing, Marketing, Social Media, PowerPoint, Management, Recruiting, Business Development
Education
Stephen F. Austin State University 2001 — 2003
BBA, Marketing & Management
Angelina College 1997 — 2001
Associates Degree, Business, 4.0
Nacogdoches High School 1992 — 1996
Advanced Honors, General
C&T Mortgage, LLC March 2012 - Present
Robert Half International April 2011 - March 2012
Dare Family Services, Inc May 2006 - March 2011
Boylston Staffing August 2005 - May 2006
MMA Financial May 2004 - August 2005
Willis Windows & Doors January 2004 - May 2004
Atmospheres 2002 - 2003
Burns, Morris & Stewart, LLP May 1999 - October 2002
Cooper Power Systems 1998 - 1999
Pizza Hut January 1995 - May 1998
Skills
Microsoft Office, Excel, Word, Access, Outlook, Photoshop, Virtual Gateway, Salesforce.com, PR, Market Research, Public Speaking, Media Planning and..., Marketing Communications, Event Planning, Publisher, TurboCAD, SEO, Copywriting, Editing, Advertising, Budgeting, Contract Negotiation, Customer Service, Databases, Forecasting, Fundraising, Internet Marketing, Marketing, Social Media, PowerPoint, Management, Recruiting, Business Development
Education
Stephen F. Austin State University 2001 — 2003
BBA, Marketing & Management
Angelina College 1997 — 2001
Associates Degree, Business, 4.0
Nacogdoches High School 1992 — 1996
Advanced Honors, General
Dan Flick Dan Flick's MMA Financial Experience August 1994 - August 2006
Job Vice President, Southwest Regional Director at Churchill Stateside Group
Industry Real Estate
Experience
Churchill Stateside Group March 2013 - Present
Blaze Financial May 2012 - March 2013
Fannie Mae May 2010 - January 2011
Zerga Development August 2006 - May 2010
MMA Financial August 1994 - August 2006
Sunbelt Savings July 1986 - April 1994
Skills
Loans, Asset Management, Commercial Real Estate, Finance, Real Estate, Investment Properties, Asset Managment, FHA, Foreclosures, Private Equity, Commercial Lending, Construction Loans, Disposition, Capital, Dispositions, Real Estate Economics, Real Estate Financing, Due Diligence
Education
Brookhaven Community College 1984 — 1987
Real Estate Finance
Churchill Stateside Group March 2013 - Present
Blaze Financial May 2012 - March 2013
Fannie Mae May 2010 - January 2011
Zerga Development August 2006 - May 2010
MMA Financial August 1994 - August 2006
Sunbelt Savings July 1986 - April 1994
Skills
Loans, Asset Management, Commercial Real Estate, Finance, Real Estate, Investment Properties, Asset Managment, FHA, Foreclosures, Private Equity, Commercial Lending, Construction Loans, Disposition, Capital, Dispositions, Real Estate Economics, Real Estate Financing, Due Diligence
Education
Brookhaven Community College 1984 — 1987
Real Estate Finance
Dario Varga Dario Varga's MMA Financial Experience July 2007 - June 2008
Job Sr. Computer Consultant Lehigh University
Industry Information Technology and Services
Experience
Lehigh University September 2008 - Present
MMA Financial July 2007 - June 2008
Fieldstone Mortgage Company September 2002 - June 2007
Skills
Active Directory, Hardware, Troubleshooting, Technical Support, Windows, Computer Hardware, Testing, Microsoft Office, HTML, Dreamweaver, Networking, Windows server 2012, Windows Server 2003, Outlook, Access, Word, Mac OS X, PowerPoint, Customer Relations, Problem Solving, XP, Desktop Support, Cisco VPN, VMware Fusion, windows 8, windows server 2008, Windows XP
Education
Towson University 1995 — 1997
Bachelors of Science
University of Maryland Baltimore County 1993 — 1995
Bachelor of Applied Science (B.A.Sc.), Science
Lehigh University September 2008 - Present
MMA Financial July 2007 - June 2008
Fieldstone Mortgage Company September 2002 - June 2007
Skills
Active Directory, Hardware, Troubleshooting, Technical Support, Windows, Computer Hardware, Testing, Microsoft Office, HTML, Dreamweaver, Networking, Windows server 2012, Windows Server 2003, Outlook, Access, Word, Mac OS X, PowerPoint, Customer Relations, Problem Solving, XP, Desktop Support, Cisco VPN, VMware Fusion, windows 8, windows server 2008, Windows XP
Education
Towson University 1995 — 1997
Bachelors of Science
University of Maryland Baltimore County 1993 — 1995
Bachelor of Applied Science (B.A.Sc.), Science
Jeff Wolfe, MAI, CFA's MMA Financial Experience 2003 - 2005
Job Managing Director, Investments at John Hancock Life Insurance Company (U.S.A.)
Industry Real Estate
Experience
John Hancock Life Insurance Company (U.S.A.) April 2012 - Present
The Debt Exchange March 2011 - March 2012
Real Estate Consultancy April 2009 - May 2011
MMA Realty Capital February 2005 - April 2009
MMA Financial 2003 - 2005
Lend Lease Real Estate Investment Management 2001 - 2003
Lend Lease Real Estate Investment Management 1997 - 2001
Equitable Real Estate Investment Management 1994 - 1997
Equitable Real Estate Investment Management 1988 - 1994
Skills
Due Diligence, Portfolio Management, Commercial Real Estate, Relationship Management, Commercial Mortgages, Surveillance, Valuation, Loans, Underwriting, Disposition, Appraisals, Real Estate Economics, Asset Managment, Real Estate, Financial Analysis, Financial Risk, Investment Management, Asset Management
Education
Boston College 1981 — 1984
B.S., Finance
John Hancock Life Insurance Company (U.S.A.) April 2012 - Present
The Debt Exchange March 2011 - March 2012
Real Estate Consultancy April 2009 - May 2011
MMA Realty Capital February 2005 - April 2009
MMA Financial 2003 - 2005
Lend Lease Real Estate Investment Management 2001 - 2003
Lend Lease Real Estate Investment Management 1997 - 2001
Equitable Real Estate Investment Management 1994 - 1997
Equitable Real Estate Investment Management 1988 - 1994
Skills
Due Diligence, Portfolio Management, Commercial Real Estate, Relationship Management, Commercial Mortgages, Surveillance, Valuation, Loans, Underwriting, Disposition, Appraisals, Real Estate Economics, Asset Managment, Real Estate, Financial Analysis, Financial Risk, Investment Management, Asset Management
Education
Boston College 1981 — 1984
B.S., Finance
Bill Budd Bill Budd's MMA Financial Experience January 1999 - November 2000
Job Experienced Transactional Business Attorney at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial January 2009 - Present
Nuyen Tomtishen and Aoun. P.C. May 2005 - December 2008
Flagship Capital Services, Inc. April 2002 - May 2005
Ocwen Financial Corporation October 1993 - April 2002
Katten Muchin Rosenman LLP November 2000 - August 2001
MMA Financial January 1999 - November 2000
Willkie Farr & Gallagher LLP May 1985 - October 1993
Lane & Edson, P.C. May 1983 - May 1985
U.S. Department of Commerce May 1981 - August 1981
Library of Congress January 1978 - August 1979
Skills
Due Diligence, Corporate Law, Real Estate, Securities, Finance, Mergers, Real Estate Economics, Litigation, Corporate Governance, Commercial Litigation, Loans, Real Estate Development, Investments, Mediation, Commercial Real Estate, Business, Asset Managment, Acquisitions, Licensing, Private Equity
Education
University of Virginia School of Law 1980 — 1983
JD, Law
University of Virginia Darden School of Business 1979 — 1983
MBA, Business Administration
St. Lawrence University 1973 — 1977
BA, Government
Rush-Henrietta C.S.D.- Sperry H.S. 1970 — 1973
NY State Regents Diploma, Regents Program
Raymond James Financial January 2009 - Present
Nuyen Tomtishen and Aoun. P.C. May 2005 - December 2008
Flagship Capital Services, Inc. April 2002 - May 2005
Ocwen Financial Corporation October 1993 - April 2002
Katten Muchin Rosenman LLP November 2000 - August 2001
MMA Financial January 1999 - November 2000
Willkie Farr & Gallagher LLP May 1985 - October 1993
Lane & Edson, P.C. May 1983 - May 1985
U.S. Department of Commerce May 1981 - August 1981
Library of Congress January 1978 - August 1979
Skills
Due Diligence, Corporate Law, Real Estate, Securities, Finance, Mergers, Real Estate Economics, Litigation, Corporate Governance, Commercial Litigation, Loans, Real Estate Development, Investments, Mediation, Commercial Real Estate, Business, Asset Managment, Acquisitions, Licensing, Private Equity
Education
University of Virginia School of Law 1980 — 1983
JD, Law
University of Virginia Darden School of Business 1979 — 1983
MBA, Business Administration
St. Lawrence University 1973 — 1977
BA, Government
Rush-Henrietta C.S.D.- Sperry H.S. 1970 — 1973
NY State Regents Diploma, Regents Program
Greg Judge Greg Judge's MMA Financial Experience July 2003 - June 2009
Job Partner, Candeur Group
Industry Real Estate
Experience
Candeur Group January 2013 - Present
Affordable Investment Advisors January 2013 - June 2014
Boston Financial July 2009 - January 2013
MMA Financial July 2003 - June 2009
Skills
Affordable Housing, Asset Managment, Disposition, Due Diligence, Real Estate, Underwriting, Financial Modeling, Financial Analysis, Real Estate Transactions, Investments, Portfolio Management, Real Estate Economics, Acquisitions, Financial Structuring, Project Finance, Asset Management, LIHTC, Private Equity, Structured Finance, Corporate Finance, Real Estate Development, Commercial Banking, Executive Management, Loans, Finance, Corporate Real Estate, Brokerage, Strategic Planning, Venture Capital, Real Estate Financing
Education
Boston University Questrom School of Business 1998 — 1999
MBA, Business Administration
Colorado College 1982 — 1986
B.A., Economics
Candeur Group January 2013 - Present
Affordable Investment Advisors January 2013 - June 2014
Boston Financial July 2009 - January 2013
MMA Financial July 2003 - June 2009
Skills
Affordable Housing, Asset Managment, Disposition, Due Diligence, Real Estate, Underwriting, Financial Modeling, Financial Analysis, Real Estate Transactions, Investments, Portfolio Management, Real Estate Economics, Acquisitions, Financial Structuring, Project Finance, Asset Management, LIHTC, Private Equity, Structured Finance, Corporate Finance, Real Estate Development, Commercial Banking, Executive Management, Loans, Finance, Corporate Real Estate, Brokerage, Strategic Planning, Venture Capital, Real Estate Financing
Education
Boston University Questrom School of Business 1998 — 1999
MBA, Business Administration
Colorado College 1982 — 1986
B.A., Economics
Christine (Armontrout) Jenkinson's MMA Financial Experience 1998 - 2001
Job at Preservation Management, Inc.
Industry Real Estate
Experience
Preservation Management, Inc. March 2013 - Present
Preservation Management, Inc. October 2009 - March 2013
The Wishcamper Companies, Inc. January 2007 - February 2009
Boston Capital December 2003 - December 2006
Deutsche Bank Berkshire Mortgage 2001 - 2003
MMA Financial 1998 - 2001
Boston Private Bank & Trust 1997 - 1998
Skills
LIHTC, HUD, Tax Credits, Affordable Housing, Real Estate Economics, Disposition, Apartments, Real Estate Development, Real Estate, Real Estate Financing, Property Management, Acquisitions, Asset Management, Leases, Due Diligence, Investment Properties, Real Estate Transactions, Fair Housing, Rentals, Investments, Lease Administration, Commercial Real Estate, Landlords, Commercial Mortgages, Loans, Investors, Tenant, Brokerage, Section 8, Finance, Redevelopment, Financial Modeling, Contract Negotiation, Property, Underwriting, Land Acquisition, Mortgage Lending, Corporate Real Estate, Financial Structuring, Entitlements, Portfolio Management, Financial Analysis
Education
Babson College
BS
Groton School
Diploma
Preservation Management, Inc. March 2013 - Present
Preservation Management, Inc. October 2009 - March 2013
The Wishcamper Companies, Inc. January 2007 - February 2009
Boston Capital December 2003 - December 2006
Deutsche Bank Berkshire Mortgage 2001 - 2003
MMA Financial 1998 - 2001
Boston Private Bank & Trust 1997 - 1998
Skills
LIHTC, HUD, Tax Credits, Affordable Housing, Real Estate Economics, Disposition, Apartments, Real Estate Development, Real Estate, Real Estate Financing, Property Management, Acquisitions, Asset Management, Leases, Due Diligence, Investment Properties, Real Estate Transactions, Fair Housing, Rentals, Investments, Lease Administration, Commercial Real Estate, Landlords, Commercial Mortgages, Loans, Investors, Tenant, Brokerage, Section 8, Finance, Redevelopment, Financial Modeling, Contract Negotiation, Property, Underwriting, Land Acquisition, Mortgage Lending, Corporate Real Estate, Financial Structuring, Entitlements, Portfolio Management, Financial Analysis
Education
Babson College
BS
Groton School
Diploma
Paul Olson Paul Olson's MMA Financial Experience March 2002 - January 2006
Job Real Estate Finance and Commercial Mortgage Banker
Industry Capital Markets
Experience
Gershman Mortgage January 2014 - Present
Arbor Commercial Mortgage August 2012 - October 2013
Great Lakes Financial Group May 2010 - August 2012
Olson Financial Resources, Inc. March 2006 - May 2010
MMA Financial March 2002 - January 2006
Heller Financial December 2000 - December 2001
Banc of America Securities March 1999 - February 2000
Sumitomo Mitsui Banking Corporation April 1985 - March 1999
Skills
Valuation, Private Equity, Syndications, Credit Analysis, Real Estate Development, Bonds, Commercial Mortgages, LIHTC, Commercial Banking, Credit, Banking, Commercial Real Estate, Securitization, Loan Origination, Affordable Housing, Investment Banking, Project Finance, Real Estate Economics, Due Diligence, Real Estate, Investments
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance Concentration
Carleton College 1980 — 1984
B.A., History and Japanese
同志社大学 1981 — 1982
Economics
Gershman Mortgage January 2014 - Present
Arbor Commercial Mortgage August 2012 - October 2013
Great Lakes Financial Group May 2010 - August 2012
Olson Financial Resources, Inc. March 2006 - May 2010
MMA Financial March 2002 - January 2006
Heller Financial December 2000 - December 2001
Banc of America Securities March 1999 - February 2000
Sumitomo Mitsui Banking Corporation April 1985 - March 1999
Skills
Valuation, Private Equity, Syndications, Credit Analysis, Real Estate Development, Bonds, Commercial Mortgages, LIHTC, Commercial Banking, Credit, Banking, Commercial Real Estate, Securitization, Loan Origination, Affordable Housing, Investment Banking, Project Finance, Real Estate Economics, Due Diligence, Real Estate, Investments
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance Concentration
Carleton College 1980 — 1984
B.A., History and Japanese
同志社大学 1981 — 1982
Economics
Anthony DiCiero Anthony DiCiero's MMA Financial Experience July 2003 - April 2006
Job Vice President at Boston Financial Investment Management
Industry Commercial Real Estate
Experience
Boston Financial Investment Management June 2013 - Present
WinnCompanies November 2011 - March 2013
Red Capital Group May 2006 - March 2011
MMA Financial July 2003 - April 2006
John Hancock Realty Advisors, Inc. January 1999 - June 2003
John Hancock Realty Advisors, Inc. January 1996 - December 1998
John Hancock Life Insurance Company (U.S.A.) September 1980 - December 1995
Skills
Affordable Housing, LIHTC, Real Estate Development, Asset Management, Portfolio Management, Underwriting, Financial Modeling, Tax Credits, Negotiation, Nonprofits, Equities
Education
Northeastern University 1985 — 1995
B.S.B.A., Management
Boston Financial Investment Management June 2013 - Present
WinnCompanies November 2011 - March 2013
Red Capital Group May 2006 - March 2011
MMA Financial July 2003 - April 2006
John Hancock Realty Advisors, Inc. January 1999 - June 2003
John Hancock Realty Advisors, Inc. January 1996 - December 1998
John Hancock Life Insurance Company (U.S.A.) September 1980 - December 1995
Skills
Affordable Housing, LIHTC, Real Estate Development, Asset Management, Portfolio Management, Underwriting, Financial Modeling, Tax Credits, Negotiation, Nonprofits, Equities
Education
Northeastern University 1985 — 1995
B.S.B.A., Management
Barbara Girard's MMA Financial Experience 2004 - 2006
Job Portfolio Manager at ACRE Capital
Industry Real Estate
Experience
ACRE Capital July 2015 - Present
ACRE Capital LLC September 2013 - June 2015
Prudential Financial October 2010 - September 2013
The Patriot Group LLC January 2007 - May 2009
MMA Financial 2004 - 2006
The Grossman Copanies, Inc. January 2000 - June 2004
Fleet Bank July 1998 - December 1999
Liberty Mutual June 1996 - July 1998
Skills
Asset Management, Investments, Mergers & Acquisitions, Portfolio Management, Real Estate Economics, Valuation, Commercial Real Estate, Financial Analysis
Education
Boston University 2000 — 2002
Certificate, Real Estate Finance
Babson College 1992 — 1996
BS, Finance & Accoutning
ACRE Capital July 2015 - Present
ACRE Capital LLC September 2013 - June 2015
Prudential Financial October 2010 - September 2013
The Patriot Group LLC January 2007 - May 2009
MMA Financial 2004 - 2006
The Grossman Copanies, Inc. January 2000 - June 2004
Fleet Bank July 1998 - December 1999
Liberty Mutual June 1996 - July 1998
Skills
Asset Management, Investments, Mergers & Acquisitions, Portfolio Management, Real Estate Economics, Valuation, Commercial Real Estate, Financial Analysis
Education
Boston University 2000 — 2002
Certificate, Real Estate Finance
Babson College 1992 — 1996
BS, Finance & Accoutning
Karen Edlund Karen Edlund's MMA Financial Experience July 2003 - February 2006
Job Chief Financial Officer at JCHE
Industry Real Estate
Experience
JCHE (Jewish Community Housing for the Elderly) January 2012 - Present
Financial Executives International May 2010 - Present
The Women's Institute for Housing and Economic Development September 2011 - Present
TCAM Asset Management March 2011 - December 2011
International Housing Solutions, Ltd August 2007 - December 2010
Leggat McCall Properties March 2006 - August 2007
MMA Financial July 2003 - February 2006
Lend Lease Real Estate Investments November 1999 - July 2003
Boston Financial Group January 1996 - November 1999
M/A-COM, Inc May 1991 - January 1996
Skills
Investments, Affordable Housing, Finance, Private Equity, Financial Analysis, Risk Management, Leadership, Budgets, Real Estate, Strategic Planning, Investment Management, Tax Credits, Due Diligence, Credit, Mutual Funds, Financial Modeling, Strategic Financial...
Education
Boston College - Wallace E. Carroll Graduate School of Management 1988 — 1991
MS, Finance
Middlebury College 1979 — 1983
B.A., Economics, French
JCHE (Jewish Community Housing for the Elderly) January 2012 - Present
Financial Executives International May 2010 - Present
The Women's Institute for Housing and Economic Development September 2011 - Present
TCAM Asset Management March 2011 - December 2011
International Housing Solutions, Ltd August 2007 - December 2010
Leggat McCall Properties March 2006 - August 2007
MMA Financial July 2003 - February 2006
Lend Lease Real Estate Investments November 1999 - July 2003
Boston Financial Group January 1996 - November 1999
M/A-COM, Inc May 1991 - January 1996
Skills
Investments, Affordable Housing, Finance, Private Equity, Financial Analysis, Risk Management, Leadership, Budgets, Real Estate, Strategic Planning, Investment Management, Tax Credits, Due Diligence, Credit, Mutual Funds, Financial Modeling, Strategic Financial...
Education
Boston College - Wallace E. Carroll Graduate School of Management 1988 — 1991
MS, Finance
Middlebury College 1979 — 1983
B.A., Economics, French
George Currall George Currall's MMA Financial Experience 2005 - 2008
Job Vice President Finance at The NRP Group LLC
Industry Real Estate
Experience
The NRP Group LLC December 2008 - Present
MMA Financial 2005 - 2008
Skills
Financial Operations, Banking Relationships, Finance Operations, Finance, LIHTC, Real Estate, Project Finance, Real Estate Financing, Due Diligence, Tax Credits, Real Estate Development, Disposition, Asset Management, Real Estate Economics
Education
The George Washington University - School of Business 2003 — 2006
Master of Business Administration (M.B.A.)
Washington and Lee University 1993 — 1997
BA, Economics
The NRP Group LLC December 2008 - Present
MMA Financial 2005 - 2008
Skills
Financial Operations, Banking Relationships, Finance Operations, Finance, LIHTC, Real Estate, Project Finance, Real Estate Financing, Due Diligence, Tax Credits, Real Estate Development, Disposition, Asset Management, Real Estate Economics
Education
The George Washington University - School of Business 2003 — 2006
Master of Business Administration (M.B.A.)
Washington and Lee University 1993 — 1997
BA, Economics
Larry Einzig Larry Einzig's MMA Financial Experience May 2003 - February 2008
Job Director of Reporting & Analysis at The Community Builders, Inc.
Industry Real Estate
Experience
The Community Builders, Inc. March 2008 - Present
MMA Financial May 2003 - February 2008
The Community Builders, Inc. May 1986 - April 2003
First Winthrop Corp August 1980 - May 1986
Skills
Asset Managment, Investor Reporting, LIHTC, Affordable Housing, Tax Credits, Real Estate Economics, Real Estate, Asset Management, Portfolio Management, Analysis, Property, Disposition, Leases, Real Estate Transactions
Education
Bentley University 1982 — 1989
MBA, Finance
Northeastern University 1975 — 1980
Bachelors, Economics, Summa Cum Laude
The Community Builders, Inc. March 2008 - Present
MMA Financial May 2003 - February 2008
The Community Builders, Inc. May 1986 - April 2003
First Winthrop Corp August 1980 - May 1986
Skills
Asset Managment, Investor Reporting, LIHTC, Affordable Housing, Tax Credits, Real Estate Economics, Real Estate, Asset Management, Portfolio Management, Analysis, Property, Disposition, Leases, Real Estate Transactions
Education
Bentley University 1982 — 1989
MBA, Finance
Northeastern University 1975 — 1980
Bachelors, Economics, Summa Cum Laude
Kevin Rowley's MMA Financial Experience September 2005 - February 2008
Job Boston Police Department
Industry Law Enforcement
Experience
Boston Police Department January 2013 - Present
Academy Realty January 2006 - Present
MMA Financial September 2005 - February 2008
Education
Bentley University 2001 — 2005
Bachelor of Science, Finance
Boston Police Department January 2013 - Present
Academy Realty January 2006 - Present
MMA Financial September 2005 - February 2008
Education
Bentley University 2001 — 2005
Bachelor of Science, Finance
Christina (Metcalf) Furtaw Christina (Metcalf) Furtaw's MMA Financial Experience July 2003 - September 2007
Job Controller at American Crafts
Industry Consumer Goods
Experience
American Crafts August 2012 - Present
Mary Kay Cosmetics July 2001 - Present
BAE Systems February 2011 - May 2012
Naden/Lean, LLC September 2008 - August 2009
MMA Financial July 2003 - September 2007
Naden/Lean, LLC August 2001 - July 2003
Skills
US GAAP reporting, Microsoft Excel, Microsoft Word, QuickBooks, Oracle Applications, PeopleSoft, Query Writing, Data Mining, SEC filings, Sarbanes-Oxley Act, Sage MAS200, Account Reconciliation, General Ledger, Payroll, Accounting, Financial Statements, Auditing
Education
University of Baltimore 1999 — 2001
Bachelor of Science (B.S.), Accounting
Brigham Young University 1997 — 1999
Bachelor's degree, Elementary Education and Teaching
American Crafts August 2012 - Present
Mary Kay Cosmetics July 2001 - Present
BAE Systems February 2011 - May 2012
Naden/Lean, LLC September 2008 - August 2009
MMA Financial July 2003 - September 2007
Naden/Lean, LLC August 2001 - July 2003
Skills
US GAAP reporting, Microsoft Excel, Microsoft Word, QuickBooks, Oracle Applications, PeopleSoft, Query Writing, Data Mining, SEC filings, Sarbanes-Oxley Act, Sage MAS200, Account Reconciliation, General Ledger, Payroll, Accounting, Financial Statements, Auditing
Education
University of Baltimore 1999 — 2001
Bachelor of Science (B.S.), Accounting
Brigham Young University 1997 — 1999
Bachelor's degree, Elementary Education and Teaching
Karli Mendez Vivas's MMA Financial Experience June 2006 - March 2008
Job AVP, AML Scenario Effectiveness at Citi
Industry Banking
Experience
Citi March 2014 - Present
Citi August 2012 - March 2014
Citi September 2010 - August 2012
Metlife May 2008 - July 2008
MMA Financial June 2006 - March 2008
ZG Consulting, Inc February 2005 - April 2006
Skills
Compliance, Due Diligence, Analysis, Forecasting, Financial Analysis, Risk Management, Suspicious Activity..., Quality Assurance, Training Delivery, Budgets, Process Improvement, Banking, Financial Modeling, Credit, Financial Risk, Management, Loans, Underwriting, Investments, AML, Economics, Accounting, Retail Banking, Training, Financial Services, Anti Money Laundering
Education
University of South Florida College of Arts and Sciences
Bachelor of Science (BS), Criminology / Economics
Citi March 2014 - Present
Citi August 2012 - March 2014
Citi September 2010 - August 2012
Metlife May 2008 - July 2008
MMA Financial June 2006 - March 2008
ZG Consulting, Inc February 2005 - April 2006
Skills
Compliance, Due Diligence, Analysis, Forecasting, Financial Analysis, Risk Management, Suspicious Activity..., Quality Assurance, Training Delivery, Budgets, Process Improvement, Banking, Financial Modeling, Credit, Financial Risk, Management, Loans, Underwriting, Investments, AML, Economics, Accounting, Retail Banking, Training, Financial Services, Anti Money Laundering
Education
University of South Florida College of Arts and Sciences
Bachelor of Science (BS), Criminology / Economics
Michele Stanley Michele Stanley's MMA Financial Experience December 1999 - June 2006
Job Owner/Operator at Tropical Scooters LLC
Industry Automotive
Experience
Tropical Scooters LLC May 2008 - Present
Credit Suisse 2007 - May 2010
MMA Financial December 1999 - June 2006
Skills
Sales Management, Marketing, Entrepreneurship, Corporate Finance, Automotive, Scooters, Motorcycle, Motorsports, Motorcycle Industry, Sales, Paralegals, Business, Business Planning, Pricing, Finance, Account Management, Advertising, Customer Service, Leadership, New Business Development, Social Media Marketing, Strategic Planning, Team Building, Marketing Strategy, Management, Negotiation, Customer Satisfaction, Budgets, Social Media
Education
Eckerd College 1987 — 1989
Business Administration and Management, General
Osceola High School 1981 — 1983
High School Diploma
Tropical Scooters LLC May 2008 - Present
Credit Suisse 2007 - May 2010
MMA Financial December 1999 - June 2006
Skills
Sales Management, Marketing, Entrepreneurship, Corporate Finance, Automotive, Scooters, Motorcycle, Motorsports, Motorcycle Industry, Sales, Paralegals, Business, Business Planning, Pricing, Finance, Account Management, Advertising, Customer Service, Leadership, New Business Development, Social Media Marketing, Strategic Planning, Team Building, Marketing Strategy, Management, Negotiation, Customer Satisfaction, Budgets, Social Media
Education
Eckerd College 1987 — 1989
Business Administration and Management, General
Osceola High School 1981 — 1983
High School Diploma
Renate Harrison Renate Harrison's MMA Financial Experience 2003 - 2005
Job Principal at Harrison Law, P.C.
Industry Law Practice
Experience
Harrison Law, P.C. 2005 - Present
MMA Financial 2003 - 2005
Lend Lease 1999 - 2003
Skills
Real Estate Transactions, Commercial Litigation, Tax Credits, Due Diligence, Business Formation, Affordable Housing, Litigation, Investments, Corporate Law, Real Estate, Mergers & Acquisitions, Legal Research, Real Estate Economics, LIHTC, Private Equity, Real Estate Development, Intellectual Property, Corporate Governance, Leases
Education
Harvard Law School 1994 — 1997
J.D.
McGill University
Harrison Law, P.C. 2005 - Present
MMA Financial 2003 - 2005
Lend Lease 1999 - 2003
Skills
Real Estate Transactions, Commercial Litigation, Tax Credits, Due Diligence, Business Formation, Affordable Housing, Litigation, Investments, Corporate Law, Real Estate, Mergers & Acquisitions, Legal Research, Real Estate Economics, LIHTC, Private Equity, Real Estate Development, Intellectual Property, Corporate Governance, Leases
Education
Harvard Law School 1994 — 1997
J.D.
McGill University
Ryan M. Shoars Ryan M. Shoars's MMA Financial Experience March 2001 - July 2005
Job Vice President at Dougherty Mortgage LLC
Industry Real Estate
Experience
Dougherty Mortgage LLC February 2011 - Present
Greystone Servicing Corporation, Inc. August 2005 - February 2011
MMA Financial March 2001 - July 2005
AEGON USA Realty Advisors, Inc. July 2000 - February 2001
Skills
Loans, Mortgage, LIHTC, Real Estate, Underwriting, Affordable Housing, Loan Origination, Asset Management, Commercial Lending, Commercial Mortgages, Credit, Credit Analysis, Due Diligence, Mortgage Lending, Real Estate Economics, Real Estate Financing
Education
University of Northern Iowa 1998 — 2000
B.A.Finance, Real Estate
Wartburg College 1997 — 1998
Finance, General
Iowa State University 1996 — 1997
Finance, General
Dougherty Mortgage LLC February 2011 - Present
Greystone Servicing Corporation, Inc. August 2005 - February 2011
MMA Financial March 2001 - July 2005
AEGON USA Realty Advisors, Inc. July 2000 - February 2001
Skills
Loans, Mortgage, LIHTC, Real Estate, Underwriting, Affordable Housing, Loan Origination, Asset Management, Commercial Lending, Commercial Mortgages, Credit, Credit Analysis, Due Diligence, Mortgage Lending, Real Estate Economics, Real Estate Financing
Education
University of Northern Iowa 1998 — 2000
B.A.Finance, Real Estate
Wartburg College 1997 — 1998
Finance, General
Iowa State University 1996 — 1997
Finance, General
Amalie Brewer's MMA Financial Experience December 2004 - November 2005
Job Corporate Controller at Stonemar Properties
Industry Real Estate
Experience
Stonemar Properties March 2015 - Present
Monday Properties August 2012 - March 2015
Barker Realty January 2012 - July 2012
Santa Fe Natural Tobacco Company March 2010 - June 2011
W. P. Carey & Co. LLC January 2008 - December 2008
Monday Properties June 2006 - December 2007
Boston Properties November 2005 - May 2006
MMA Financial December 2004 - November 2005
American Continental Properties June 2003 - April 2004
C&L Financial, Inc. May 2000 - May 2003
Skills
Accounting, Excel, Real Estate, Real Estate Development, GAAP, Auditing, Account Reconciliation, Microsoft Excel, Cash Flow, General Ledger, Budgets, Commercial Real Estate, Finance, Variance Analysis, Real Estate Transactions, Microsoft Office, Accounts Payable, Financial Analysis, MRI, Yardi, Tax, Kardin, Sage, Timberline, PeopleSoft, QuickBooks, Peachtree, FASB, Word, PowerPoint, JD Edwards, Internal Controls, Accounts Receivable, Financial Statements, Financial Reporting, Corporate Finance, Fixed Assets, Outlook, Management, Leadership, Due Diligence, Analysis, Accruals, Cash Management, Journal Entries, Leases, Bank Reconciliation
Education
Baruch College, City University of New York (CUNY) 2015 — 2019
Master of Business Administration (MBA), Real Estate & Urban Development Economics
Golden Gate University 2002 — 2003
Accountancy
University of California, Davis 1994 — 1996
BA, English Literature
Stonemar Properties March 2015 - Present
Monday Properties August 2012 - March 2015
Barker Realty January 2012 - July 2012
Santa Fe Natural Tobacco Company March 2010 - June 2011
W. P. Carey & Co. LLC January 2008 - December 2008
Monday Properties June 2006 - December 2007
Boston Properties November 2005 - May 2006
MMA Financial December 2004 - November 2005
American Continental Properties June 2003 - April 2004
C&L Financial, Inc. May 2000 - May 2003
Skills
Accounting, Excel, Real Estate, Real Estate Development, GAAP, Auditing, Account Reconciliation, Microsoft Excel, Cash Flow, General Ledger, Budgets, Commercial Real Estate, Finance, Variance Analysis, Real Estate Transactions, Microsoft Office, Accounts Payable, Financial Analysis, MRI, Yardi, Tax, Kardin, Sage, Timberline, PeopleSoft, QuickBooks, Peachtree, FASB, Word, PowerPoint, JD Edwards, Internal Controls, Accounts Receivable, Financial Statements, Financial Reporting, Corporate Finance, Fixed Assets, Outlook, Management, Leadership, Due Diligence, Analysis, Accruals, Cash Management, Journal Entries, Leases, Bank Reconciliation
Education
Baruch College, City University of New York (CUNY) 2015 — 2019
Master of Business Administration (MBA), Real Estate & Urban Development Economics
Golden Gate University 2002 — 2003
Accountancy
University of California, Davis 1994 — 1996
BA, English Literature
Michael McFarlane Michael McFarlane's MMA Financial Experience June 2003 - December 2003
Job Manager, Human Resources at Infinity Pharmaceuticals
Industry Biotechnology
Experience
Infinity Pharmaceuticals January 2015 - Present
Takeda Pharmaceuticals June 2014 - January 2015
Millennium Pharmaceuticals September 2011 - June 2014
Millennium Pharmaceuticals March 2008 - September 2011
Millennium Pharmaceuticals June 2006 - March 2008
Millennium Pharmaceuticals August 2004 - June 2006
MMA Financial June 2003 - December 2003
Northeastern University August 2002 - February 2003
The Mathworks June 2001 - December 2001
Skills
PeopleSoft, Advertising, Staffing Services, Lead Generation, Brand Management, Benefits Administration, Talent Acquisition, Temporary Placement, Recruiting, Vendor Management, Talent Management, Management, Employee Benefits, Applicant Tracking..., Strategy, Human Resources, Onboarding, Sourcing, Start-ups, Account Management, Technical Recruiting, Pharmaceutical Industry, Biotechnology
Education
Northeastern University 1999 — 2004
Bachelor of Science, Business Administration, Major: Marketing Minor: Sociology
Infinity Pharmaceuticals January 2015 - Present
Takeda Pharmaceuticals June 2014 - January 2015
Millennium Pharmaceuticals September 2011 - June 2014
Millennium Pharmaceuticals March 2008 - September 2011
Millennium Pharmaceuticals June 2006 - March 2008
Millennium Pharmaceuticals August 2004 - June 2006
MMA Financial June 2003 - December 2003
Northeastern University August 2002 - February 2003
The Mathworks June 2001 - December 2001
Skills
PeopleSoft, Advertising, Staffing Services, Lead Generation, Brand Management, Benefits Administration, Talent Acquisition, Temporary Placement, Recruiting, Vendor Management, Talent Management, Management, Employee Benefits, Applicant Tracking..., Strategy, Human Resources, Onboarding, Sourcing, Start-ups, Account Management, Technical Recruiting, Pharmaceutical Industry, Biotechnology
Education
Northeastern University 1999 — 2004
Bachelor of Science, Business Administration, Major: Marketing Minor: Sociology
Sheri Johnson Sheri Johnson's MMA Financial Experience October 2006 - April 2007
Job Executive Administrative Assistant at Bain Capital
Industry Investment Banking
Experience
New England Investment and Retirement Group, Inc. March 2015 - September 2015
Bain Capital July 2013 - March 2015
Vinik Asset Management, LLP October 2012 - June 2013
Beacon Hill Staffing Group October 2011 - October 2012
Bosuns Marine February 2012 - May 2012
Autism Speaks April 2007 - July 2011
MMA Financial October 2006 - April 2007
Shawsheen Valley Technical HS September 1996 - December 2006
Charles River Laboratories February 2001 - October 2006
Skills
Event Management, Marketing, Management, Photoshop, Adobe Acrobat, Nonprofits, Notary Public, Advanced MS Word,..., Program Management, Recruiting, Executive..., Sales Logix, Lotus Notes, Outlook, Citrix, OnBase, RealNet, Imageright, Macromedia/Adobe..., Convio, Kintera, Raiser’s Edge, PeopleSoft, Visual Basic, Visio, OneNote, Thompson One, Bloomberg, Trade Shows, Public Speaking
Education
Clark University, Computer Career Institute 2000 — 2000
Web Master Certified; Web Master Certificate Program, Web Design
Shawsheen Valley Regional Vocational Technical School 1996 — 2000
Diploma, Information Technology
New England Investment and Retirement Group, Inc. March 2015 - September 2015
Bain Capital July 2013 - March 2015
Vinik Asset Management, LLP October 2012 - June 2013
Beacon Hill Staffing Group October 2011 - October 2012
Bosuns Marine February 2012 - May 2012
Autism Speaks April 2007 - July 2011
MMA Financial October 2006 - April 2007
Shawsheen Valley Technical HS September 1996 - December 2006
Charles River Laboratories February 2001 - October 2006
Skills
Event Management, Marketing, Management, Photoshop, Adobe Acrobat, Nonprofits, Notary Public, Advanced MS Word,..., Program Management, Recruiting, Executive..., Sales Logix, Lotus Notes, Outlook, Citrix, OnBase, RealNet, Imageright, Macromedia/Adobe..., Convio, Kintera, Raiser’s Edge, PeopleSoft, Visual Basic, Visio, OneNote, Thompson One, Bloomberg, Trade Shows, Public Speaking
Education
Clark University, Computer Career Institute 2000 — 2000
Web Master Certified; Web Master Certificate Program, Web Design
Shawsheen Valley Regional Vocational Technical School 1996 — 2000
Diploma, Information Technology
Cara Fisher Cara Fisher's MMA Financial Experience 2006 - 2007
Job Compliance Analyst at GW&K Investment Management
Industry Financial Services
Experience
GW&K Investment Management January 2013 - Present
BNYMellon January 2007 - November 2012
MMA Financial 2006 - 2007
Enterprise Rent-A-Car 2004 - 2006
Enterprise Rent-A-Car 2003 - 2004
Skills
Asset Management, Auditing, WebEx, Customer Service, Securities, Management, Accounts Receivable, MS Office Suite, PowerPoint, Workbench, WebSTP, Lotus Notes, Mobius, OnBase, Adobe, Inquire, Citrix, SceneAccess, RealNet, Risk Matrix, Imageright, Bloomberg, Compliance11, Global Relay, Bridger Insight XG, ProxyEdge
Education
University of Massachusetts, Amherst 1999 — 2003
BS
GW&K Investment Management January 2013 - Present
BNYMellon January 2007 - November 2012
MMA Financial 2006 - 2007
Enterprise Rent-A-Car 2004 - 2006
Enterprise Rent-A-Car 2003 - 2004
Skills
Asset Management, Auditing, WebEx, Customer Service, Securities, Management, Accounts Receivable, MS Office Suite, PowerPoint, Workbench, WebSTP, Lotus Notes, Mobius, OnBase, Adobe, Inquire, Citrix, SceneAccess, RealNet, Risk Matrix, Imageright, Bloomberg, Compliance11, Global Relay, Bridger Insight XG, ProxyEdge
Education
University of Massachusetts, Amherst 1999 — 2003
BS
Michael Holt's MMA Financial Experience 2007 - 2008
Job
Industry Financial Services
Experience
Morningstar 2014 - Present
Morningstar 2012 - 2014
Morningstar 2012 - 2012
Morningstar 2009 - 2012
Morningstar 2008 - 2009
MMA Financial 2007 - 2008
CS STARS 2002 - 2007
Gibson and Associates 2001 - 2002
Skills
Portfolio Management, Analysis, Equity Research, Valuation, Equities, Financial Modeling, Morningstar Direct, Asset Allocation, Investments, Investment Management, Equity Valuation, Bloomberg, Asset Management, Capital Markets
Education
Indiana University Bloomington
BS, Business
The University of Chicago - Booth School of Business
MBA
Morningstar 2014 - Present
Morningstar 2012 - 2014
Morningstar 2012 - 2012
Morningstar 2009 - 2012
Morningstar 2008 - 2009
MMA Financial 2007 - 2008
CS STARS 2002 - 2007
Gibson and Associates 2001 - 2002
Skills
Portfolio Management, Analysis, Equity Research, Valuation, Equities, Financial Modeling, Morningstar Direct, Asset Allocation, Investments, Investment Management, Equity Valuation, Bloomberg, Asset Management, Capital Markets
Education
Indiana University Bloomington
BS, Business
The University of Chicago - Booth School of Business
MBA
Peter Dowd's MMA Financial Experience April 1997 - August 2009
Job Senior Portfolio Manager at Boston Capital Asset Management
Industry Real Estate
Experience
Boston Capital Asset Management November 2009 - Present
MMA Financial April 1997 - August 2009
Global Challenge 2004-2005 September 2004 - July 2005
Boston Capital May 1995 - April 1997
Arbor Commercial Mortgage August 1993 - April 1995
Skills
Valuation, Competitive Analysis, Investment Properties, Real Estate, Investments, Leases
Education
Saint Michael's College 1990 — 1992
BA
Boston Capital Asset Management November 2009 - Present
MMA Financial April 1997 - August 2009
Global Challenge 2004-2005 September 2004 - July 2005
Boston Capital May 1995 - April 1997
Arbor Commercial Mortgage August 1993 - April 1995
Skills
Valuation, Competitive Analysis, Investment Properties, Real Estate, Investments, Leases
Education
Saint Michael's College 1990 — 1992
BA
Doug Rotondi's MMA Financial Experience November 2003 - August 2008
Job Tax Manager at LeverPoint Management, LLC
Industry Accounting
Experience
LeverPoint Management, LLC August 2008 - Present
MMA Financial November 2003 - August 2008
Ernst & Young, LLP November 1999 - November 2003
Prudental Center Management July 1996 - November 1999
Skills
Private Equity, Tax, Partnership Taxation
Education
Fordham University 1992 — 1996
BS
LeverPoint Management, LLC August 2008 - Present
MMA Financial November 2003 - August 2008
Ernst & Young, LLP November 1999 - November 2003
Prudental Center Management July 1996 - November 1999
Skills
Private Equity, Tax, Partnership Taxation
Education
Fordham University 1992 — 1996
BS
Andrew Goldberg's MMA Financial Experience March 1999 - October 2009
Job Chief Financial Officer Jay Cashman, Inc. & Affiliates
Industry Construction
Experience
Jay Cashman, Inc. & Affilated Companies October 2010 - Present
Patriot Renewables, a Jay Cashman, Inc. Affiliate October 2009 - October 2010
MMA Financial March 1999 - October 2009
Scudder Investments January 1998 - March 1999
Skills
Renewable Energy, Private Equity, Management, Leadership, Finance, Asset Management, Construction, Due Diligence, Energy, Financial Modeling
Education
Bentley University 1994 — 1998
Jay Cashman, Inc. & Affilated Companies October 2010 - Present
Patriot Renewables, a Jay Cashman, Inc. Affiliate October 2009 - October 2010
MMA Financial March 1999 - October 2009
Scudder Investments January 1998 - March 1999
Skills
Renewable Energy, Private Equity, Management, Leadership, Finance, Asset Management, Construction, Due Diligence, Energy, Financial Modeling
Education
Bentley University 1994 — 1998
C. W. Early's MMA Financial Experience Development AnalystCRT Realty and DevelopmentFebruary 1998 - August 2000
Job VP at MMA Financial
Industry Real Estate
Experience
MMA Financial Development AnalystCRT Realty and DevelopmentFebruary 1998 - August 2000
Education
University of Houston Law Center 2003 — 2006
JD
University of Florida - Warrington College of Business Administration 2000 — 2001
MARE, Real Estate
Emory University 1994 — 1998
BBA
Emory University - Goizueta Business School 1994 — 1998
MMA Financial Development AnalystCRT Realty and DevelopmentFebruary 1998 - August 2000
Education
University of Houston Law Center 2003 — 2006
JD
University of Florida - Warrington College of Business Administration 2000 — 2001
MARE, Real Estate
Emory University 1994 — 1998
BBA
Emory University - Goizueta Business School 1994 — 1998
Jing An, CFA's MMA Financial Experience March 2004 - January 2006
Job Commercial Real Estate at Omega Advisors
Industry Financial Services
Experience
Omega Advisors March 2015 - Present
Goldman Sachs September 2009 - February 2015
Deutsche Bank August 2007 - August 2009
Fitch Ratings June 2006 - August 2007
MMA Financial March 2004 - January 2006
Skills
MBS, Corporate Finance, Investments, Securitization, Bonds, Commercial Real Estate, Financial Modeling, Portfolio Management, Loans, CMBS, Trading, Strategy, Hedge Funds
Education
Massachusetts Institute of Technology 2001 — 2003
Masters, Real Estate Development; City Planning
Tsinghua University 1996 — 2001
Bachelor, Urban Planning
Omega Advisors March 2015 - Present
Goldman Sachs September 2009 - February 2015
Deutsche Bank August 2007 - August 2009
Fitch Ratings June 2006 - August 2007
MMA Financial March 2004 - January 2006
Skills
MBS, Corporate Finance, Investments, Securitization, Bonds, Commercial Real Estate, Financial Modeling, Portfolio Management, Loans, CMBS, Trading, Strategy, Hedge Funds
Education
Massachusetts Institute of Technology 2001 — 2003
Masters, Real Estate Development; City Planning
Tsinghua University 1996 — 2001
Bachelor, Urban Planning
Rodrigo Abenza, CFA's MMA Financial Experience July 2006 - February 2008
Job Real Estate Private Equity
Industry Commercial Real Estate
Experience
Beacon Capital Partners February 2008 - Present
MMA Financial July 2006 - February 2008
Education
Harvard University 2002 — 2003
Certificate, Finance
Pontifícia Universidade Católica do Rio de Janeiro 1995 — 2000
Beacon Capital Partners February 2008 - Present
MMA Financial July 2006 - February 2008
Education
Harvard University 2002 — 2003
Certificate, Finance
Pontifícia Universidade Católica do Rio de Janeiro 1995 — 2000
Ryan Luxon's MMA Financial Experience 1999 - February 2006
Job professional
Industry Real Estate
Experience
RLMK WOLF Real Estate Solutions, LLC June 2006 - Present
LEDIC Management Group December 2010 - June 2015
Hunt Investment Management, LLC September 2010 - June 2015
Hunt Development Group, LLC January 2008 - June 2015
MMA Financial 1999 - February 2006
Skills
Due Diligence, Loans, Real Estate Economics, Underwriting, Real Estate Development, Disposition, Real Estate, Credit, Asset Management, Affordable Housing
Education
Texas Tech University School of Law 1995 — 1998
J.D.
Sewanee-The University of the South 1991 — 1994
B.A., English
RLMK WOLF Real Estate Solutions, LLC June 2006 - Present
LEDIC Management Group December 2010 - June 2015
Hunt Investment Management, LLC September 2010 - June 2015
Hunt Development Group, LLC January 2008 - June 2015
MMA Financial 1999 - February 2006
Skills
Due Diligence, Loans, Real Estate Economics, Underwriting, Real Estate Development, Disposition, Real Estate, Credit, Asset Management, Affordable Housing
Education
Texas Tech University School of Law 1995 — 1998
J.D.
Sewanee-The University of the South 1991 — 1994
B.A., English
Thea Hahn, MCR's MMA Financial Experience April 2007 - October 2008
Job Strategic Occupancy Planning Manager at MITRE
Industry Real Estate
Experience
MITRE 2014 - Present
Corporate Portfolio Analytics 2008 - 2014
MMA Financial April 2007 - October 2008
Corporate Portfolio Analytics 2004 - 2007
Architecture Firms 1989 - 2002
Skills
Strategic Planning, Corporate Real Estate, Financial Analysis, Commercial Real Estate, Architecture, Workplace Mobility, Project Management, Real Estate, Investments, Portfolio Management, Real Estate Development, Leadership, Disposition, Finance, Analysis, Strategy, Real Estate Economics, Due Diligence, Asset Management
Education
Massachusetts Institute of Technology 2002 — 2003
MS, Real Estate
Rice University 1985 — 1989
B.A., Architecture
MITRE 2014 - Present
Corporate Portfolio Analytics 2008 - 2014
MMA Financial April 2007 - October 2008
Corporate Portfolio Analytics 2004 - 2007
Architecture Firms 1989 - 2002
Skills
Strategic Planning, Corporate Real Estate, Financial Analysis, Commercial Real Estate, Architecture, Workplace Mobility, Project Management, Real Estate, Investments, Portfolio Management, Real Estate Development, Leadership, Disposition, Finance, Analysis, Strategy, Real Estate Economics, Due Diligence, Asset Management
Education
Massachusetts Institute of Technology 2002 — 2003
MS, Real Estate
Rice University 1985 — 1989
B.A., Architecture
Styve Ogando's MMA Financial Experience January 2004 - March 2006
Job Senior Consultant at Deloitte
Industry Banking
Experience
Deloitte June 2012 - Present
Capital One April 2006 - May 2012
MMA Financial January 2004 - March 2006
State Street Bank October 2000 - October 2003
Fidelity Investments June 1999 - October 2000
Skills
Accounting, Risk Management, Finance, Financial Reporting, Analysis, Auditing, Financial Risk, Internal Audit, Portfolio Management, Management, Project Management, Analytics, Accounts Payable, Financial Statements, Securities, Leadership, Valuation
Education
Suffolk University - Sawyer Business School 2001 — 2003
MBA, International Business
University of Massachusetts, Amherst 1995 — 1999
BBA, Finance & Operations Management, Economics, Accounting
University of Massachusetts at Amherst - Isenberg School of Management 1994 — 1999
Bachelor of Business Administration (B.B.A.), Finance and Operations Managment
Deloitte June 2012 - Present
Capital One April 2006 - May 2012
MMA Financial January 2004 - March 2006
State Street Bank October 2000 - October 2003
Fidelity Investments June 1999 - October 2000
Skills
Accounting, Risk Management, Finance, Financial Reporting, Analysis, Auditing, Financial Risk, Internal Audit, Portfolio Management, Management, Project Management, Analytics, Accounts Payable, Financial Statements, Securities, Leadership, Valuation
Education
Suffolk University - Sawyer Business School 2001 — 2003
MBA, International Business
University of Massachusetts, Amherst 1995 — 1999
BBA, Finance & Operations Management, Economics, Accounting
University of Massachusetts at Amherst - Isenberg School of Management 1994 — 1999
Bachelor of Business Administration (B.B.A.), Finance and Operations Managment
Steven Brooks's MMA Financial Experience June 1992 - June 1996
Job Senior Level Commercial Real Estate Asset Manager seeking opportunity with entrepreneurial company
Industry Real Estate
Experience
Senior Level Commercial Real Estate Asset Manager seeking opportunity with entrepreneurial company September 2015 - Present
Reit Management and Research October 2014 - September 2015
Hackman Capital Partners, LLC June 2013 - September 2014
Kelleher & Sadowsky, Associates, Inc. November 2012 - January 2013
Berkeley Investments 1998 - 2012
Manulife Financial June 1996 - June 1998
MMA Financial June 1992 - June 1996
Skills
Leases, Disposition, Real Estate, Investment Properties, Repositioning, Marketing, Refinance, Asset Strataegies, Brokerage, Strategic Planning, Shopping Centers, Due Diligence, Tax Credits, Tenant, Real Estate Transactions, Entitlements, Valuation, Argus Modeling, Property Management, Financial Analysis, Asset Management, Negotiation, Commercial Real Estate, Underwriting, Acquisitions, Portfolio Management, Private Equity, Location Intelligence, Lease Administration, Landlords, Corporate Real Estate, Lease Negotiations, Financial Modeling, Tenant Representation, Appraisals, Real Estate Private..., Property, Commercial Mortgages, Joint Ventures, CMBS, Real Estate Economics, LIHTC
Education
University of Massachusetts, Amherst 1986 — 1988
MBA, General
Lehigh University 1980 — 1984
Bachelor of Science (BS), Finance, General
Senior Level Commercial Real Estate Asset Manager seeking opportunity with entrepreneurial company September 2015 - Present
Reit Management and Research October 2014 - September 2015
Hackman Capital Partners, LLC June 2013 - September 2014
Kelleher & Sadowsky, Associates, Inc. November 2012 - January 2013
Berkeley Investments 1998 - 2012
Manulife Financial June 1996 - June 1998
MMA Financial June 1992 - June 1996
Skills
Leases, Disposition, Real Estate, Investment Properties, Repositioning, Marketing, Refinance, Asset Strataegies, Brokerage, Strategic Planning, Shopping Centers, Due Diligence, Tax Credits, Tenant, Real Estate Transactions, Entitlements, Valuation, Argus Modeling, Property Management, Financial Analysis, Asset Management, Negotiation, Commercial Real Estate, Underwriting, Acquisitions, Portfolio Management, Private Equity, Location Intelligence, Lease Administration, Landlords, Corporate Real Estate, Lease Negotiations, Financial Modeling, Tenant Representation, Appraisals, Real Estate Private..., Property, Commercial Mortgages, Joint Ventures, CMBS, Real Estate Economics, LIHTC
Education
University of Massachusetts, Amherst 1986 — 1988
MBA, General
Lehigh University 1980 — 1984
Bachelor of Science (BS), Finance, General
Joan Falvey's MMA Financial Experience 2004 - 2008
Job Senior Asset Manager
Industry Real Estate
Experience
Fannie Mae January 2008 - Present
MMA Financial 2004 - 2008
John Hancock 1991 - 2004
Education
Boston College
A&S
Boston College - Wallace E. Carroll Graduate School of Management
MBA
Fannie Mae January 2008 - Present
MMA Financial 2004 - 2008
John Hancock 1991 - 2004
Education
Boston College
A&S
Boston College - Wallace E. Carroll Graduate School of Management
MBA
Chris Crump's MMA Financial Experience January 2007 - May 2009
Job Vice President at Oak Grove Capital
Industry Real Estate
Experience
Oak Grove Capital May 2009 - Present
MMA Financial January 2007 - May 2009
CharterMac Mortgage Capital January 2005 - January 2007
Rockwell Automation March 2003 - January 2005
AWC Incorporated August 2001 - March 2003
JRL Enterprises July 1998 - August 2001
Education
Louisiana State University and Agricultural and Mechanical College 1988 — 1993
Bachelor of Science (BS), Computer Engineering
Oak Grove Capital May 2009 - Present
MMA Financial January 2007 - May 2009
CharterMac Mortgage Capital January 2005 - January 2007
Rockwell Automation March 2003 - January 2005
AWC Incorporated August 2001 - March 2003
JRL Enterprises July 1998 - August 2001
Education
Louisiana State University and Agricultural and Mechanical College 1988 — 1993
Bachelor of Science (BS), Computer Engineering
Cara Rowe's MMA Financial Experience 2006 - 2006
Job Associate Director and Business Analyst at MIT Sloan School of Management
Industry Nonprofit Organization Management
Experience
MIT Sloan School of Management December 2012 - Present
Benchmark Senior Living October 2009 - Present
MIT Sloan School of Management May 2011 - December 2012
MGH December 2006 - May 2011
MMA Financial 2006 - 2006
Georgetown Savings Bank 2002 - 2006
Skills
Fundraising, Annual Giving, Volunteer Management, Stewardship, Raiser's Edge, Project Management, Email Marketing, Fundraisers, Nonprofits, Email, Direct Mail, Data Analysis, Database Admin, SQL, Databases, Customer Service, Strategic Planning, Analytics, Excel, Event Planning
Education
Southern New Hampshire University 2014 — 2017
Master of Business Administration (MBA)
Bentley University 1998 — 2002
Bachelor of Science
MIT Sloan School of Management December 2012 - Present
Benchmark Senior Living October 2009 - Present
MIT Sloan School of Management May 2011 - December 2012
MGH December 2006 - May 2011
MMA Financial 2006 - 2006
Georgetown Savings Bank 2002 - 2006
Skills
Fundraising, Annual Giving, Volunteer Management, Stewardship, Raiser's Edge, Project Management, Email Marketing, Fundraisers, Nonprofits, Email, Direct Mail, Data Analysis, Database Admin, SQL, Databases, Customer Service, Strategic Planning, Analytics, Excel, Event Planning
Education
Southern New Hampshire University 2014 — 2017
Master of Business Administration (MBA)
Bentley University 1998 — 2002
Bachelor of Science
Sarah Morrissey's MMA Financial Experience June 2004 - January 2009
Job Project Manager at Partner Engineering & Science, Inc.
Industry Environmental Services
Experience
Partner Engineering & Science, Inc. March 2012 - Present
General Dynamics Information Technology November 2011 - February 2012
Parsons March 2010 - November 2011
MMA Financial June 2004 - January 2009
American Tower July 2001 - June 2004
Skills
Due Diligence, Proposal Writing, Project Management, Real Estate, Process Improvement, Microsoft Office, Microsoft Excel, PowerPoint, Cross-functional Team..., Contract Management, Government, Portfolio Management, Research, Microsoft Word, Environmental Compliance, ArcGIS, Environmental Science, Editing, Affordable Housing, Environmental Impact..., Project Planning, Environmental Awareness, Environmental Consulting, GIS, Phase I
Education
Boston College 1996 — 2000
Bachelor of Science (BS), Environmental Geoscience
University of Maine
Partner Engineering & Science, Inc. March 2012 - Present
General Dynamics Information Technology November 2011 - February 2012
Parsons March 2010 - November 2011
MMA Financial June 2004 - January 2009
American Tower July 2001 - June 2004
Skills
Due Diligence, Proposal Writing, Project Management, Real Estate, Process Improvement, Microsoft Office, Microsoft Excel, PowerPoint, Cross-functional Team..., Contract Management, Government, Portfolio Management, Research, Microsoft Word, Environmental Compliance, ArcGIS, Environmental Science, Editing, Affordable Housing, Environmental Impact..., Project Planning, Environmental Awareness, Environmental Consulting, GIS, Phase I
Education
Boston College 1996 — 2000
Bachelor of Science (BS), Environmental Geoscience
University of Maine
Christopher Nimer's MMA Financial Experience June 2005 - January 2009
Job Vice President at R4 Capital Group
Industry Real Estate
Experience
R4 Capital Group February 2015 - Present
Stratford Capital Group June 2009 - February 2015
MMA Financial June 2005 - January 2009
Standard & Poor's June 2004 - June 2005
Education
The University of Connecticut School of Business 2000 — 2004
University of Connecticut 2000 — 2004
Bachelors, Real Estate/Finance
R4 Capital Group February 2015 - Present
Stratford Capital Group June 2009 - February 2015
MMA Financial June 2005 - January 2009
Standard & Poor's June 2004 - June 2005
Education
The University of Connecticut School of Business 2000 — 2004
University of Connecticut 2000 — 2004
Bachelors, Real Estate/Finance
Helen Fazzina's MMA Financial Experience August 2000 - June 2005
Job Vice President at Webster Bank
Industry Real Estate
Experience
Webster Bank June 2008 - Present
MMA Financial August 2000 - June 2005
Skills
Commercial Real Estate, LIHTC, Asset Management
Education
Simmons College - Simmons School of Management 1999 — 2000
Webster Bank June 2008 - Present
MMA Financial August 2000 - June 2005
Skills
Commercial Real Estate, LIHTC, Asset Management
Education
Simmons College - Simmons School of Management 1999 — 2000
Shaoli Fu's MMA Financial Experience January 2008 - March 2008
Job Finance/Accounting Professional
Industry Banking
Experience
Telecommunication May 2009 - Present
MMA Financial January 2008 - March 2008
Education
University of Massachusetts Boston 2008 — 2009
Master, Accounting
Brandeis International Business School 2005 — 2007
Master, Finance
hainan middle school
Telecommunication May 2009 - Present
MMA Financial January 2008 - March 2008
Education
University of Massachusetts Boston 2008 — 2009
Master, Accounting
Brandeis International Business School 2005 — 2007
Master, Finance
hainan middle school
Kathleen Mott's MMA Financial Experience October 1998 - April 2007
Job Administrative/Marketing Professional
Industry Financial Services
Experience
Directed Capital Resources December 2011 - Present
The Free Enterprise Nation November 2009 - July 2011
Red Stone Partners April 2007 - April 2008
MMA Financial October 1998 - April 2007
Education
Northeastern University 1972 — 1974
N/A
Directed Capital Resources December 2011 - Present
The Free Enterprise Nation November 2009 - July 2011
Red Stone Partners April 2007 - April 2008
MMA Financial October 1998 - April 2007
Education
Northeastern University 1972 — 1974
N/A
Marcy Arms's MMA Financial Experience 1995 - 2009
Job Project Manager and Technical Specialist for Framingham Public Schools
Industry Information Technology and Services
Experience
Framingham Public Schools January 2013 - Present
Create With Marcy September 2009 - Present
MMA Financial 1995 - 2009
MuniMae 1995 - 2009
Boston Financial 1995 - 2000
Liberty Mutual Insurance 1989 - 1993
Skills
Crystal Reports, Databases, Project Management, Integration, Management, Analysis, Consulting, Business Analysis, Program Management, SQL, Access, Leadership
Education
University of Massachusetts, Amherst
Bachelor of Business Administration (BBA), Accounting
Williamsville North HS
Williamsville North HS
Framingham Public Schools January 2013 - Present
Create With Marcy September 2009 - Present
MMA Financial 1995 - 2009
MuniMae 1995 - 2009
Boston Financial 1995 - 2000
Liberty Mutual Insurance 1989 - 1993
Skills
Crystal Reports, Databases, Project Management, Integration, Management, Analysis, Consulting, Business Analysis, Program Management, SQL, Access, Leadership
Education
University of Massachusetts, Amherst
Bachelor of Business Administration (BBA), Accounting
Williamsville North HS
Williamsville North HS
Mike Grottano's MMA Financial Experience November 2006 - September 2008
Job Senior Portfolio Accountant at Faros Properties
Industry Accounting
Experience
Faros Properties May 2015 - Present
TA Associates Realty November 2008 - April 2015
MMA Financial November 2006 - September 2008
Interior Dimensions May 2004 - August 2006
Skills
Accounting, Financial Analysis, Financial Reporting, Financial Modeling, US GAAP, General Ledger, Cash Flow, Microsoft Excel, Variance Analysis, REIT, Yardi Voyager, QuickBooks, PeopleSoft, GAAP, Portfolio Management, Real Estate, Finance
Education
University of Florida - Warrington College Of Business
BS, Finance
Faros Properties May 2015 - Present
TA Associates Realty November 2008 - April 2015
MMA Financial November 2006 - September 2008
Interior Dimensions May 2004 - August 2006
Skills
Accounting, Financial Analysis, Financial Reporting, Financial Modeling, US GAAP, General Ledger, Cash Flow, Microsoft Excel, Variance Analysis, REIT, Yardi Voyager, QuickBooks, PeopleSoft, GAAP, Portfolio Management, Real Estate, Finance
Education
University of Florida - Warrington College Of Business
BS, Finance
Michelle Flaherty's MMA Financial Experience 2002 - Present
Job
Industry Investment Management
Experience
MMA Financial 2002 - Present
AMB Property Corporation 2000 - 2002
Carphone Warehouse 1999 - 2000
Island Ferries, Teo. 1998 - 1999
Education
Boston University
Certificate
National University of Ireland, Galway 1995 — 1999
MMA Financial 2002 - Present
AMB Property Corporation 2000 - 2002
Carphone Warehouse 1999 - 2000
Island Ferries, Teo. 1998 - 1999
Education
Boston University
Certificate
National University of Ireland, Galway 1995 — 1999
Bill Zarotny's MMA Financial Experience 2004 - 2008
Job Vice President at PNC Bank
Industry Real Estate
Experience
PNC Bank May 2008 - Present
MMA Financial 2004 - 2008
Municipal Mortgage & Equity, LLC 2004 - 2008
MuniMae 2004 - 2008
MMA Realty Capital, LLC 2004 - 2008
Southport Financial Services, Inc. 1999 - 2004
AIMCO 1995 - 1999
Skills
Asset Managment, Finance, Property Management, Asset Management, Portfolio Management, Budgets, Analysis, Leases, Loans, Real Estate, Commercial Real Estate, Tax Credits, Property, Investments, LIHTC, Real Estate Economics, Due Diligence
Education
James Madison University 1992 — 1993
MBA, Finance/Management
James Madison University 1990 — 1992
MBA, Finance
Virginia Polytechnic Institute and State University 1983 — 1988
Bachelor of Science, Double Major - Management and Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business 1983 — 1988
BS, Double Major - Finance and Management
PNC Bank May 2008 - Present
MMA Financial 2004 - 2008
Municipal Mortgage & Equity, LLC 2004 - 2008
MuniMae 2004 - 2008
MMA Realty Capital, LLC 2004 - 2008
Southport Financial Services, Inc. 1999 - 2004
AIMCO 1995 - 1999
Skills
Asset Managment, Finance, Property Management, Asset Management, Portfolio Management, Budgets, Analysis, Leases, Loans, Real Estate, Commercial Real Estate, Tax Credits, Property, Investments, LIHTC, Real Estate Economics, Due Diligence
Education
James Madison University 1992 — 1993
MBA, Finance/Management
James Madison University 1990 — 1992
MBA, Finance
Virginia Polytechnic Institute and State University 1983 — 1988
Bachelor of Science, Double Major - Management and Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business 1983 — 1988
BS, Double Major - Finance and Management
Jennifer Crampton's MMA Financial Experience 2000 - 2008
Job Relationship Manager, Community Lending & Investment at Wells Fargo
Industry Real Estate
Experience
Wells Fargo June 2008 - Present
Wachovia Securities June 2008 - August 2011
MMA Financial 2000 - 2008
Lend Lease Real Estate Investments 2000 - 2003
Education
Bentley University 1994 — 1998
BS, Finance
Wells Fargo June 2008 - Present
Wachovia Securities June 2008 - August 2011
MMA Financial 2000 - 2008
Lend Lease Real Estate Investments 2000 - 2003
Education
Bentley University 1994 — 1998
BS, Finance
Todd Mack's MMA Financial Experience July 2005 - April 2006
Job President, Yield Spread Investment Ventures, LLC
Industry Real Estate
Experience
Real Estate Yield Spread Investment Ventures, LLC January 2003 - Present
MMA Financial July 2005 - April 2006
Skills
Real Estate Development, Investment Properties, Investments, Property Management, Real Estate Transactions, Real Estate, Sellers, Leases, Short Sales, Valuation, Finance, Foreclosures
Education
University of Connecticut 1992 — 1996
Real Estate Yield Spread Investment Ventures, LLC January 2003 - Present
MMA Financial July 2005 - April 2006
Skills
Real Estate Development, Investment Properties, Investments, Property Management, Real Estate Transactions, Real Estate, Sellers, Leases, Short Sales, Valuation, Finance, Foreclosures
Education
University of Connecticut 1992 — 1996
Ronda Moody's MMA Financial Experience April 1991 - May 2006
Job Director, Management Information Systems at The Community Builders, Inc.
Industry Real Estate
Experience
The Community Builders, Inc. May 2006 - Present
MMA Financial April 1991 - May 2006
Skills
Property Management, Asset Management, Contract Negotiation, Nonprofits, Project Management, Budgets, Real Estate Development, Management, Strategic Planning
Education
Furman University 1985 — 1989
The Community Builders, Inc. May 2006 - Present
MMA Financial April 1991 - May 2006
Skills
Property Management, Asset Management, Contract Negotiation, Nonprofits, Project Management, Budgets, Real Estate Development, Management, Strategic Planning
Education
Furman University 1985 — 1989
Lynne Shoars's MMA Financial Experience 2001 - 2005
Job Member Services Team Member at LIFETIME FITNESS
Industry Real Estate
Experience
LIFETIME FITNESS September 2015 - Present
LIFETIME FITNESS September 2015 - Present
The Junior League of Minneapolis July 2012 - May 2015
Breck School April 2014 - April 2015
Rick Wolfe and Associates / Smith and Associates May 2007 - November 2009
MuniMae 2000 - 2006
MMA Financial 2001 - 2005
Sylvan Prometric 1996 - 1998
Skills
Financial Analysis, Real Estate, Financial Modeling, Forecasting, Finance, Investments, Analysis, Leadership, Budgets, Loans, Microsoft Excel, Negotiation, Nonprofits, Real Estate Economics, Credit, Mortgage Lending, Banking, Financial Reporting, Commercial Real Estate, Commercial Lending, LIHTC, Real Estate Financing, Real Estate Transactions, Affordable Housing
Education
Rochester Institute of Technology 1992 — 1994
MBA, Finance
Saint John Fisher College 1990 — 1992
BA Cum Laude, Political Science & Economics
The Johns Hopkins University - Carey Business School 1998 — 1998
N.A., Information Science
LIFETIME FITNESS September 2015 - Present
LIFETIME FITNESS September 2015 - Present
The Junior League of Minneapolis July 2012 - May 2015
Breck School April 2014 - April 2015
Rick Wolfe and Associates / Smith and Associates May 2007 - November 2009
MuniMae 2000 - 2006
MMA Financial 2001 - 2005
Sylvan Prometric 1996 - 1998
Skills
Financial Analysis, Real Estate, Financial Modeling, Forecasting, Finance, Investments, Analysis, Leadership, Budgets, Loans, Microsoft Excel, Negotiation, Nonprofits, Real Estate Economics, Credit, Mortgage Lending, Banking, Financial Reporting, Commercial Real Estate, Commercial Lending, LIHTC, Real Estate Financing, Real Estate Transactions, Affordable Housing
Education
Rochester Institute of Technology 1992 — 1994
MBA, Finance
Saint John Fisher College 1990 — 1992
BA Cum Laude, Political Science & Economics
The Johns Hopkins University - Carey Business School 1998 — 1998
N.A., Information Science
Jeff Englund's MMA Financial Experience 1999 - 2005
Job Senior Managing Director at Greystone Servicing
Industry Financial Services
Keenan Smith's MMA Financial Experience Budget AnalystPCGMay 2010 - Present
Job at PCG
Industry Real Estate
Experience
MMA Financial Budget AnalystPCGMay 2010 - Present
Education
Clark University 1995 — 1999
MMA Financial Budget AnalystPCGMay 2010 - Present
Education
Clark University 1995 — 1999
Jill (Weigold) Giannone's MMA Financial Experience October 2003 - September 2006
Job Fund Manager at Boston Financial
Industry Real Estate
Experience
Boston Financial Investment Management (formerly MMA Financial) 2009 - Present
Boston Financial Investment Management (formerly MMA Financial) September 2006 - December 2009
MMA Financial October 2003 - September 2006
Commonwealth of Massachusetts June 2001 - October 2003
Skills
Asset Management, Due Diligence, Financial Analysis, Financial Modeling, Investments, Real Estate
Education
Bentley University 1996 — 2000
Boston Financial Investment Management (formerly MMA Financial) 2009 - Present
Boston Financial Investment Management (formerly MMA Financial) September 2006 - December 2009
MMA Financial October 2003 - September 2006
Commonwealth of Massachusetts June 2001 - October 2003
Skills
Asset Management, Due Diligence, Financial Analysis, Financial Modeling, Investments, Real Estate
Education
Bentley University 1996 — 2000
Tania Rooney's MMA Financial Experience May 1999 - September 2000
Job Realtor at Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage October 2000 - Present
Coldwell Banker / NRT LLC October 2000 - Present
MMA Financial May 1999 - September 2000
Deutsche Bank Berkshire Mortgage March 1996 - May 1999
Skills
Relocation, Sellers, Condos, Buyer Representation, Single Family Homes, Listings, First Time Home Buyers, Short Sales, New Home Sales, Residential, Foreclosures, Residential Homes, Selling, Investment Properties, Real Estate Transactions, Buyers, Home Staging, Real Estate, Sales
Education
University of Massachusetts, Amherst 1988 — 1992
BA, Economics
Wellesley High School 1984 — 1988
Coldwell Banker Residential Brokerage October 2000 - Present
Coldwell Banker / NRT LLC October 2000 - Present
MMA Financial May 1999 - September 2000
Deutsche Bank Berkshire Mortgage March 1996 - May 1999
Skills
Relocation, Sellers, Condos, Buyer Representation, Single Family Homes, Listings, First Time Home Buyers, Short Sales, New Home Sales, Residential, Foreclosures, Residential Homes, Selling, Investment Properties, Real Estate Transactions, Buyers, Home Staging, Real Estate, Sales
Education
University of Massachusetts, Amherst 1988 — 1992
BA, Economics
Wellesley High School 1984 — 1988
Heather Loew's MMA Financial Experience September 2006 - August 2009
Job Vice President of Corporate Accounting at Boston Financial Investment Management
Industry Financial Services
Experience
Boston Financial Investment Management August 2009 - Present
MMA Financial September 2006 - August 2009
MMA Financial November 2004 - July 2006
Boston Partners Asset Management September 1998 - November 2004
Skills
Financial Reporting, Accounting, Audit, Forecasting, Auditing, Cash Flow, GAAP, Sarbanes-Oxley Act, Accounts Receivable, Corporate Finance, Financial Statements
Education
University of Massachusetts Boston 2001 — 2004
MBA, Accounting
Union College 1994 — 1998
BS, Mathematics
Boston Financial Investment Management August 2009 - Present
MMA Financial September 2006 - August 2009
MMA Financial November 2004 - July 2006
Boston Partners Asset Management September 1998 - November 2004
Skills
Financial Reporting, Accounting, Audit, Forecasting, Auditing, Cash Flow, GAAP, Sarbanes-Oxley Act, Accounts Receivable, Corporate Finance, Financial Statements
Education
University of Massachusetts Boston 2001 — 2004
MBA, Accounting
Union College 1994 — 1998
BS, Mathematics
Deb Dellafera's MMA Financial Experience October 2003 - January 2009
Job Coowner at Custom Seasonings, Inc
Industry Food Production
Experience
Custom Seasonings, Inc January 2009 - Present
MMA Financial October 2003 - January 2009
Lend Lease 2000 - 2002
Boston Financial Group 1982 - 1999
Education
Northeastern University
Custom Seasonings, Inc January 2009 - Present
MMA Financial October 2003 - January 2009
Lend Lease 2000 - 2002
Boston Financial Group 1982 - 1999
Education
Northeastern University
Alexander Ordia . MBA's MMA Financial Experience June 2008 - August 2009
Job Financial Reporting Consultant & Service Industry
Industry Financial Services
Experience
Ordia Inc - Stepehen James Associates January 2007 - Present
MMA Financial June 2008 - August 2009
Old Mutual Financial Network June 2007 - June 2008
AEGON 2002 - 2007
Education
University of Maryland College Park 2005 — 2007
MBA, Accounting & Finance
University of Baltimore 2003 — 2005
BS, Accounting & Finance
Ordia Inc - Stepehen James Associates January 2007 - Present
MMA Financial June 2008 - August 2009
Old Mutual Financial Network June 2007 - June 2008
AEGON 2002 - 2007
Education
University of Maryland College Park 2005 — 2007
MBA, Accounting & Finance
University of Baltimore 2003 — 2005
BS, Accounting & Finance
Carla Cohn's MMA Financial Experience April 2005 - April 2009
Job Consultant
Industry Financial Services
Experience
Consulting May 2009 - Present
MuniMae April 2005 - April 2009
MMA Financial April 2005 - April 2009
Municipal Mortgage & Equity, LLC April 2005 - April 2009
AXA Financial July 2004 - April 2005
The MONY Group January 1987 - January 2004
ROYAL INSURANCE CO January 1978 - January 1987
Skills
Asset Managment, Business Analysis, SDLC, Business Process..., Asset Management, Visio, Investments, Business Process, Project Management, Management, Strategy, Leadership, Business Intelligence, Change Management, Software Documentation, Integration, Consulting, Process Improvement, Information Technology
Education
State University of New York College at Oswego
BS, Applied Mathematical Economics
Consulting May 2009 - Present
MuniMae April 2005 - April 2009
MMA Financial April 2005 - April 2009
Municipal Mortgage & Equity, LLC April 2005 - April 2009
AXA Financial July 2004 - April 2005
The MONY Group January 1987 - January 2004
ROYAL INSURANCE CO January 1978 - January 1987
Skills
Asset Managment, Business Analysis, SDLC, Business Process..., Asset Management, Visio, Investments, Business Process, Project Management, Management, Strategy, Leadership, Business Intelligence, Change Management, Software Documentation, Integration, Consulting, Process Improvement, Information Technology
Education
State University of New York College at Oswego
BS, Applied Mathematical Economics
Geoff Giancola's MMA Financial Experience 2004 - 2009
Job VP at Boston Financial
Industry Real Estate
Experience
Boston Financial Investment Management 2011 - Present
BFIM December 2009 - Present
MMA Financial 2004 - 2009
MassHousing 1996 - 2004
NHHFA 1993 - 1996
Skills
LIHTC, Affordable Housing, Tax Credits, Asset Managment, Disposition, Real Estate Economics, Real Estate, Financial Modeling, Financial Analysis, Asset Management, Property Management, Valuation
Education
D'Amore-McKim School of Business at Northeastern University 2001 — 2003
MBA, Business
Saint Anselm College 1989 — 1993
Bachelor of Arts (B.A.), Sociology
Boston Financial Investment Management 2011 - Present
BFIM December 2009 - Present
MMA Financial 2004 - 2009
MassHousing 1996 - 2004
NHHFA 1993 - 1996
Skills
LIHTC, Affordable Housing, Tax Credits, Asset Managment, Disposition, Real Estate Economics, Real Estate, Financial Modeling, Financial Analysis, Asset Management, Property Management, Valuation
Education
D'Amore-McKim School of Business at Northeastern University 2001 — 2003
MBA, Business
Saint Anselm College 1989 — 1993
Bachelor of Arts (B.A.), Sociology
Shaoli Fu's MMA Financial Experience 2008 - 2008
Job Accounting Professional
Industry Accounting
Experience
MMA Financial 2008 - 2008
Education
Brandeis International Business School 2005 — 2007
M.A, International Economics and Finance
Dalian Maritime University 2000 — 2004
B.A, International Economics and Trade
MMA Financial 2008 - 2008
Education
Brandeis International Business School 2005 — 2007
M.A, International Economics and Finance
Dalian Maritime University 2000 — 2004
B.A, International Economics and Trade
Bill Hermenau's MMA Financial Experience June 2000 - January 2009
Job Sr. Asset Manager at Michel Associates, Ltd.
Industry Education Management
Experience
Michel Associates, Ltd. September 2010 - Present
WinterWyman Financial Contracting April 2010 - June 2010
MMA Financial June 2000 - January 2009
Berkshire Mortgage Finance February 1997 - June 2000
American Water June 1994 - February 1997
Skills
Asset Management, Investments, Real Estate Economics, Finance, Financial Modeling, Financial Analysis, Real Estate, Valuation, Affordable Housing, Financial Risk, Due Diligence, Mutual Funds, Financial Statements, Market Analysis, Asset Managment, Strategic Planning, Portfolio Management, Forecasting
Education
Suffolk University - Sawyer Business School 1993 — 1994
MS, Finance
Bridgewater State University 1983 — 1988
BS, Management Science-Accounting Concentration-Ecomomics Minor
Michel Associates, Ltd. September 2010 - Present
WinterWyman Financial Contracting April 2010 - June 2010
MMA Financial June 2000 - January 2009
Berkshire Mortgage Finance February 1997 - June 2000
American Water June 1994 - February 1997
Skills
Asset Management, Investments, Real Estate Economics, Finance, Financial Modeling, Financial Analysis, Real Estate, Valuation, Affordable Housing, Financial Risk, Due Diligence, Mutual Funds, Financial Statements, Market Analysis, Asset Managment, Strategic Planning, Portfolio Management, Forecasting
Education
Suffolk University - Sawyer Business School 1993 — 1994
MS, Finance
Bridgewater State University 1983 — 1988
BS, Management Science-Accounting Concentration-Ecomomics Minor
Nicole V McCloy's MMA Financial Experience 2004 - 2008
Job Vice President at Bank of America
Industry Real Estate
Experience
Bank of America June 2010 - Present
First Atlantic August 2008 - June 2010
MMA Financial 2004 - 2008
Boston Capital 2001 - 2004
Skills
Real Estate Economics, Valuation, Asset Managment, Asset Management, Due Diligence, Portfolio Management, Investments, Underwriting, Financial Modeling, Loans
Education
Muhlenberg College 1995 — 1999
Bachelor, Economics, Finance, Stats
Bank of America June 2010 - Present
First Atlantic August 2008 - June 2010
MMA Financial 2004 - 2008
Boston Capital 2001 - 2004
Skills
Real Estate Economics, Valuation, Asset Managment, Asset Management, Due Diligence, Portfolio Management, Investments, Underwriting, Financial Modeling, Loans
Education
Muhlenberg College 1995 — 1999
Bachelor, Economics, Finance, Stats
Eileen Yarish's MMA Financial Experience September 1997 - July 2004
Job Armada Analytics, Inc.
Industry Banking
Experience
Armada Analytics, Inc. (formerly Agency Advisors, Inc.) November 2009 - Present
Independent Contractor August 2008 - March 2009
NorthWest Bank & Trust April 2007 - August 2008
Enterprise Community Investment, Inc. February 2006 - March 2007
Ambling Development Company September 2004 - February 2006
MMA Financial September 1997 - July 2004
First Housing Development Corporation February 1995 - September 1997
Education
State University of New York College at Brockport 1986 — 1989
BS, Business Administration
B.S. in Business Admin.
Armada Analytics, Inc. (formerly Agency Advisors, Inc.) November 2009 - Present
Independent Contractor August 2008 - March 2009
NorthWest Bank & Trust April 2007 - August 2008
Enterprise Community Investment, Inc. February 2006 - March 2007
Ambling Development Company September 2004 - February 2006
MMA Financial September 1997 - July 2004
First Housing Development Corporation February 1995 - September 1997
Education
State University of New York College at Brockport 1986 — 1989
BS, Business Administration
B.S. in Business Admin.
Stephanie Semenza's MMA Financial Experience February 1998 - June 2006
Job Sr. Underwriter at Greystone & Co.
Industry Real Estate
Experience
Greystone Servicing Corporation, Inc. June 2006 - Present
MMA Financial February 1998 - June 2006
Stephen Clark & Associates June 1992 - January 1998
Education
California State University-Sacramento 1998 — 2000
MBA, Finance
University of the Pacific - Eberhardt School of Business 1990 — 1994
BS, Finance, Real Estate
Greystone Servicing Corporation, Inc. June 2006 - Present
MMA Financial February 1998 - June 2006
Stephen Clark & Associates June 1992 - January 1998
Education
California State University-Sacramento 1998 — 2000
MBA, Finance
University of the Pacific - Eberhardt School of Business 1990 — 1994
BS, Finance, Real Estate
Nicole (Kaspi) Black's MMA Financial Experience June 2008 - December 2008
Job Analyst, Morrison Grove Capital Advisors
Industry Real Estate
Experience
Morrison Grove Capital Advisors January 2009 - Present
MMA Financial June 2008 - December 2008
MMA Financial September 2007 - June 2008
Young Mortgage & Investment Group January 2004 - September 2007
Skills
Financial Modeling, Asset Management, Real Estate Economics, Due Diligence, Management
Education
University of South Florida 2001 — 2006
Bachelor, Finance, Accounting minor
Morrison Grove Capital Advisors January 2009 - Present
MMA Financial June 2008 - December 2008
MMA Financial September 2007 - June 2008
Young Mortgage & Investment Group January 2004 - September 2007
Skills
Financial Modeling, Asset Management, Real Estate Economics, Due Diligence, Management
Education
University of South Florida 2001 — 2006
Bachelor, Finance, Accounting minor
Douglas M. Cohen's MMA Financial Experience 1989 - 1995
Job Independent Consulting CFO
Industry Executive Office
Experience
Douglas M Cohen Consulting CFO 1999 - Present
Applied Recycling, Inc. 1996 - 1999
NHD Stores, Inc. 1986 - 1999
MMA Financial 1989 - 1995
NHD Stores, Inc., Stoughton, MA 1986 - 1989
Docktor Pet Centers 1982 - 1986
Skills
Strategic Planning, Budgets, Finance, Financial Analysis, Financial Reporting, Business Strategy, Nonprofits, Accounting, Mergers & Acquisitions, Management Consulting, Public Speaking, Acquisition Integration, Fundraising, Entrepreneurship, Start-ups
Education
Hebrew College 2006 — 2012
Master's degree, Jewish Liberal Studies
Stanford University Graduate School of Business 1967 — 1969
MBA, Finance
Harvard University 1963 — 1967
AB, Economics
Douglas M Cohen Consulting CFO 1999 - Present
Applied Recycling, Inc. 1996 - 1999
NHD Stores, Inc. 1986 - 1999
MMA Financial 1989 - 1995
NHD Stores, Inc., Stoughton, MA 1986 - 1989
Docktor Pet Centers 1982 - 1986
Skills
Strategic Planning, Budgets, Finance, Financial Analysis, Financial Reporting, Business Strategy, Nonprofits, Accounting, Mergers & Acquisitions, Management Consulting, Public Speaking, Acquisition Integration, Fundraising, Entrepreneurship, Start-ups
Education
Hebrew College 2006 — 2012
Master's degree, Jewish Liberal Studies
Stanford University Graduate School of Business 1967 — 1969
MBA, Finance
Harvard University 1963 — 1967
AB, Economics
Mrinalini Bhagawati's MMA Financial Experience October 2007 - May 2008
Job Senior Business Analyst at S&P
Industry Information Services
Experience
S&P December 2012 - Present
Unit 7 July 2009 - July 2010
Tufts University July 2008 - June 2009
MMA Financial October 2007 - May 2008
Citi 2006 - 2006
Satyam Computers 2001 - 2005
Skills
Leadership, Business Analysis, SDLC, SQL, Requirements Analysis, JavaScript, PL/SQL, Agile Methodologies, Oracle, Requirements Gathering, Software Project..., XML, ETL, Distributed Systems, Data Modeling, SOA
Education
Vellore Institute of Technology 1999 — 2001
Electronic and Communications Engineering
Kendriya Vidyalaya
S&P December 2012 - Present
Unit 7 July 2009 - July 2010
Tufts University July 2008 - June 2009
MMA Financial October 2007 - May 2008
Citi 2006 - 2006
Satyam Computers 2001 - 2005
Skills
Leadership, Business Analysis, SDLC, SQL, Requirements Analysis, JavaScript, PL/SQL, Agile Methodologies, Oracle, Requirements Gathering, Software Project..., XML, ETL, Distributed Systems, Data Modeling, SOA
Education
Vellore Institute of Technology 1999 — 2001
Electronic and Communications Engineering
Kendriya Vidyalaya
Tim Fetter's MMA Financial Experience May 2004 - Present
Job Portfolio Management at MMA Financial
Industry Real Estate
Experience
MMA Financial May 2004 - Present
Raymond James Bank, FSB June 2004 - February 2005
Raymond James Financial November 1998 - June 2004
Education
University of South Florida 1996 — 2001
MBA, Finance, Real Estate
MMA Financial May 2004 - Present
Raymond James Bank, FSB June 2004 - February 2005
Raymond James Financial November 1998 - June 2004
Education
University of South Florida 1996 — 2001
MBA, Finance, Real Estate
Robin Stell's MMA Financial Experience 2004 - 2005
Job Owner & CEO of Stell R' Events
Industry Events Services
Experience
Stell R' Events July 2015 - Present
Fannie Mae May 2009 - Present
Harbourton Mortgage Inv Corp January 2005 - December 2006
MMA Financial 2004 - 2005
Capri Capital Partners 1999 - 2004
Skills
Due Diligence, Management Consulting, Program Management, Risk Management, Asset Management, Structured Finance, Credit, Real Estate Economics, Capital Markets, Corporate Finance, Financial Services, Financial Structuring, Business Planning, Securitization, Commercial Banking, Budgets, Debt Restructuring, Acquisitions, Loss Mitigation, Financial Risk, Funding, Affordable Housing, Investment Properties, Financial Analysis, Portfolio Management, Real Estate, Valuation, Mortgage Lending, Finance, Underwriting, Financial Modeling, Loans, Real Estate Financing
Education
University of Maryland University College 2009 — 2013
Master's degree, Business Administration and Management, General
University of Maryland 1988 — 1992
BA, Business Management
Stell R' Events July 2015 - Present
Fannie Mae May 2009 - Present
Harbourton Mortgage Inv Corp January 2005 - December 2006
MMA Financial 2004 - 2005
Capri Capital Partners 1999 - 2004
Skills
Due Diligence, Management Consulting, Program Management, Risk Management, Asset Management, Structured Finance, Credit, Real Estate Economics, Capital Markets, Corporate Finance, Financial Services, Financial Structuring, Business Planning, Securitization, Commercial Banking, Budgets, Debt Restructuring, Acquisitions, Loss Mitigation, Financial Risk, Funding, Affordable Housing, Investment Properties, Financial Analysis, Portfolio Management, Real Estate, Valuation, Mortgage Lending, Finance, Underwriting, Financial Modeling, Loans, Real Estate Financing
Education
University of Maryland University College 2009 — 2013
Master's degree, Business Administration and Management, General
University of Maryland 1988 — 1992
BA, Business Management
Len Berkowitz's MMA Financial Experience January 2000 - September 2008
Job Tax Partner CohnReznick
Industry Accounting
Experience
CohnReznick LLP September 2008 - Present
Easton Cable Committee 2003 - April 2012
MMA Financial January 2000 - September 2008
Lend Lease Real Estate Investments, Inc. 2000 - 2004
PricewaterhouseCoopers 1996 - 1999
PricewaterhouseCoopers 1996 - 1999
Skills
Affordable Housing, Tax Credits, LIHTC, Real Estate Economics, Due Diligence, Real Estate, Disposition, Real Estate Development, Asset Managment, Financial Analysis, Valuation, Property Management, Acquisitions, Asset Management
Education
Suffolk University Law School 1986 — 1990
JD, Law
D'Amore-McKim School of Business at Northeastern University 1983 — 1984
MBA, Finance
Emory University 1979 — 1982
BBA, Business
CohnReznick LLP September 2008 - Present
Easton Cable Committee 2003 - April 2012
MMA Financial January 2000 - September 2008
Lend Lease Real Estate Investments, Inc. 2000 - 2004
PricewaterhouseCoopers 1996 - 1999
PricewaterhouseCoopers 1996 - 1999
Skills
Affordable Housing, Tax Credits, LIHTC, Real Estate Economics, Due Diligence, Real Estate, Disposition, Real Estate Development, Asset Managment, Financial Analysis, Valuation, Property Management, Acquisitions, Asset Management
Education
Suffolk University Law School 1986 — 1990
JD, Law
D'Amore-McKim School of Business at Northeastern University 1983 — 1984
MBA, Finance
Emory University 1979 — 1982
BBA, Business
Derek Foster's MMA Financial Experience 2003 - 2009
Job Asset Manager at Stratford Capital Group
Industry Real Estate
Experience
Stratford Capital Group March 2009 - Present
MMA Financial 2003 - 2009
Lend Lease Real Estate Investments, Inc. 1999 - 2003
Boston Financial Group 1998 - 1999
CW Capital 1996 - 1998
Education
University of Massachusetts, Amherst
Stratford Capital Group March 2009 - Present
MMA Financial 2003 - 2009
Lend Lease Real Estate Investments, Inc. 1999 - 2003
Boston Financial Group 1998 - 1999
CW Capital 1996 - 1998
Education
University of Massachusetts, Amherst
Richard Agnew's MMA Financial Experience 2005 - 2009
Job Founder at Accel Consulting
Industry Information Technology and Services
Experience
Accel Consulting January 2013 - Present
Innovative Child Care Solutions, Inc. March 2011 - Present
MMA Financial 2005 - 2009
AEW Capital Management 2002 - 2005
JPMorgan Chase 2001 - 2002
Sun Life Financial 1987 - 2000
Skills
Start-ups, Business, Financial Analysis, Due Diligence, Financial Modeling, Entrepreneurship, Valuation, Investments, Management Consulting, Finance, Asset Management, Portfolio Management, Analysis, Market Research, Management, Strategy, Business Strategy, Real Estate, Process Improvement, Accounting, Financial Reporting, Mergers & Acquisitions, Financial Services, Banking, Business Development, Market Analysis, Private Equity, Corporate Finance, Business Planning, Analytics, Competitive Analysis, Forecasting
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2011
MBA, Entrepreneurship
University of Colorado at Boulder - Leeds School of Business 1984 — 1987
BS, Business/Finance
Accel Consulting January 2013 - Present
Innovative Child Care Solutions, Inc. March 2011 - Present
MMA Financial 2005 - 2009
AEW Capital Management 2002 - 2005
JPMorgan Chase 2001 - 2002
Sun Life Financial 1987 - 2000
Skills
Start-ups, Business, Financial Analysis, Due Diligence, Financial Modeling, Entrepreneurship, Valuation, Investments, Management Consulting, Finance, Asset Management, Portfolio Management, Analysis, Market Research, Management, Strategy, Business Strategy, Real Estate, Process Improvement, Accounting, Financial Reporting, Mergers & Acquisitions, Financial Services, Banking, Business Development, Market Analysis, Private Equity, Corporate Finance, Business Planning, Analytics, Competitive Analysis, Forecasting
Education
Babson College - Franklin W. Olin Graduate School of Business 2009 — 2011
MBA, Entrepreneurship
University of Colorado at Boulder - Leeds School of Business 1984 — 1987
BS, Business/Finance
Carrie Boyer's MMA Financial Experience May 2003 - March 2011
Job Operations Manager Asset Management at Oak Grove Capital
Industry Financial Services
Experience
Oak Grove Capital September 2013 - Present
Oak Grove Capital March 2011 - September 2013
MMA Financial May 2003 - March 2011
MMA Financial March 2007 - July 2009
Alliance Mortgage Company May 2000 - May 2003
Skills
Asset Management, Loan Servicing, System Testing, Financial Analysis, Data Management, Analysis, Financial Reporting, Loans
Education
State University of New York College at Brockport 1988 — 1992
Bachelor of Science, Mathematics
State University of New York College at Geneseo 1986 — 1988
Oak Grove Capital September 2013 - Present
Oak Grove Capital March 2011 - September 2013
MMA Financial May 2003 - March 2011
MMA Financial March 2007 - July 2009
Alliance Mortgage Company May 2000 - May 2003
Skills
Asset Management, Loan Servicing, System Testing, Financial Analysis, Data Management, Analysis, Financial Reporting, Loans
Education
State University of New York College at Brockport 1988 — 1992
Bachelor of Science, Mathematics
State University of New York College at Geneseo 1986 — 1988
Shannon Herboldsheimer's MMA Financial Experience August 2005 - February 2009
Job Program Analyst (Special Assistant) at Office of Refugee Resettlement
Industry Government Administration
Experience
Office of Refugee Resettlement February 2015 - Present
General Dynamics Information Technology February 2011 - January 2015
MMA Financial August 2005 - February 2009
MMA Financial June 2004 - July 2005
Physicians Dialysis July 2003 - April 2004
Valpak March 2001 - March 2003
Skills
Outlook, Microsoft Excel, Microsoft Word, Microsoft Power Point, Adobe Acrobat Pro, Microsoft Project, Microsoft Visio, Microsoft Map Point, Adobe Photoshop, Microsoft Access, Oral & Written..., Written & Oral..., Problem Solving, Business Analysis, Critical Thinking, Quick Study, Business Process..., Analysis, Training
Education
University of Baltimore 2011 — 2014
Master of Business Administration (MBA)
Towson University 1998 — 2000
BS, Art/Computer Graphics
Office of Refugee Resettlement February 2015 - Present
General Dynamics Information Technology February 2011 - January 2015
MMA Financial August 2005 - February 2009
MMA Financial June 2004 - July 2005
Physicians Dialysis July 2003 - April 2004
Valpak March 2001 - March 2003
Skills
Outlook, Microsoft Excel, Microsoft Word, Microsoft Power Point, Adobe Acrobat Pro, Microsoft Project, Microsoft Visio, Microsoft Map Point, Adobe Photoshop, Microsoft Access, Oral & Written..., Written & Oral..., Problem Solving, Business Analysis, Critical Thinking, Quick Study, Business Process..., Analysis, Training
Education
University of Baltimore 2011 — 2014
Master of Business Administration (MBA)
Towson University 1998 — 2000
BS, Art/Computer Graphics
Michael A. Tozzi's MMA Financial Experience 2002 - 2005
Job Senior Commercial Asset Manager at Ocwen Financial Corporation
Industry Real Estate
Experience
Ocwen Financial Corporation January 2010 - Present
Red Mortgage Capital 2006 - 2009
MMA Financial 2002 - 2005
Ocwen Financial Corporation 1997 - 2002
RTC/Travelers Realty/Fannie Mae/GMAC Commercial Mtg 1990 - 1995
Equitable Real Estate 1976 - 1988
Skills
Property Management, Property, Management, Loan Origination, Sales, Refinance, Investments, Commercial Mortgages, Leases, Brokerage, Acquisitions, Real Estate Financing, Mergers & Acquisitions, Corporate Real Estate, Risk Management, Capital Markets, Financial Reporting, Loss Mitigation, Investors
Education
Fordham Gabelli School of Business 1977 — 1979
MBA, Finance
Saint Peter's University 1972 — 1976
BS, Accounting
Ocwen Financial Corporation January 2010 - Present
Red Mortgage Capital 2006 - 2009
MMA Financial 2002 - 2005
Ocwen Financial Corporation 1997 - 2002
RTC/Travelers Realty/Fannie Mae/GMAC Commercial Mtg 1990 - 1995
Equitable Real Estate 1976 - 1988
Skills
Property Management, Property, Management, Loan Origination, Sales, Refinance, Investments, Commercial Mortgages, Leases, Brokerage, Acquisitions, Real Estate Financing, Mergers & Acquisitions, Corporate Real Estate, Risk Management, Capital Markets, Financial Reporting, Loss Mitigation, Investors
Education
Fordham Gabelli School of Business 1977 — 1979
MBA, Finance
Saint Peter's University 1972 — 1976
BS, Accounting
Audra Howes, MST's MMA Financial Experience August 2007 - October 2009
Job Senior Tax Consultant at DuCharme, McMillen & Associates
Industry Real Estate
Experience
DuCharme, McMillen & Associates October 2011 - Present
DuCharme, McMillen & Associates October 2009 - October 2011
MMA Financial August 2007 - October 2009
Boston Financial Investment Management (formerly MMA Financial) 2009 - 2009
Skills
Portfolio Management, Tax, Corporate Tax, Property Tax, Tax Research, Accounting, Tax Preparation, Income Tax, Financial Analysis, Tax Accounting, Auditing, Due Diligence, Tax Advisory, Sales Tax, Financial Reporting, Sarbanes-Oxley Act, Internal Audit, Tax Law
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2007
Master's degree, Taxation
University of Massachusetts Lowell 2002 — 2006
BA, Economics
DuCharme, McMillen & Associates October 2011 - Present
DuCharme, McMillen & Associates October 2009 - October 2011
MMA Financial August 2007 - October 2009
Boston Financial Investment Management (formerly MMA Financial) 2009 - 2009
Skills
Portfolio Management, Tax, Corporate Tax, Property Tax, Tax Research, Accounting, Tax Preparation, Income Tax, Financial Analysis, Tax Accounting, Auditing, Due Diligence, Tax Advisory, Sales Tax, Financial Reporting, Sarbanes-Oxley Act, Internal Audit, Tax Law
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2006 — 2007
Master's degree, Taxation
University of Massachusetts Lowell 2002 — 2006
BA, Economics
Michelle Saari's MMA Financial Experience 1995 - 1999
Job Information Systems Manager
Industry Financial Services
Experience
Oak Grove Capital November 2002 - Present
MMA Financial 1995 - 1999
Education
Minnesota State University, Mankato 1989 — 1993
BA, Marketing, Management, Finance
Oak Grove Capital November 2002 - Present
MMA Financial 1995 - 1999
Education
Minnesota State University, Mankato 1989 — 1993
BA, Marketing, Management, Finance
Eric Bonney's MMA Financial Experience July 2004 - July 2009
Job Multifamily Asset Management, Workouts & Dispositions
Industry Real Estate
Experience
Boston Financial Investment Management 2009 - Present
MMA Financial July 2004 - July 2009
MHP Fund 1999 - 2004
Winthrop Financial 1984 - 1997
Skills
LIHTC, Affordable Housing, Disposition
Education
Isenberg School of Management, UMass Amherst
BBA, Business Administration - Accounting
Boston Financial Investment Management 2009 - Present
MMA Financial July 2004 - July 2009
MHP Fund 1999 - 2004
Winthrop Financial 1984 - 1997
Skills
LIHTC, Affordable Housing, Disposition
Education
Isenberg School of Management, UMass Amherst
BBA, Business Administration - Accounting
Curtis Stafford's MMA Financial Experience July 2003 - May 2006
Job Vice President at George C. Stafford & Sons, Inc.
Industry Oil & Energy
Experience
George C. Stafford & Sons, Inc. May 2006 - Present
MMA Financial July 2003 - May 2006
Lend Lease Real Estate Investments November 1999 - June 2003
Boston Financial Group October 1997 - November 1999
Skills
Real Estate Economics, Financial Modeling, Project Management, Financial Analysis, Property Management, Asset Managment, Asset Management, Due Diligence, Portfolio Management, Structured Finance, Investments, Valuation, Acquisitions, Commercial Real Estate
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1997
MBA, Finance
Lehigh University 1991 — 1995
BS, Computer Engineering
George C. Stafford & Sons, Inc. May 2006 - Present
MMA Financial July 2003 - May 2006
Lend Lease Real Estate Investments November 1999 - June 2003
Boston Financial Group October 1997 - November 1999
Skills
Real Estate Economics, Financial Modeling, Project Management, Financial Analysis, Property Management, Asset Managment, Asset Management, Due Diligence, Portfolio Management, Structured Finance, Investments, Valuation, Acquisitions, Commercial Real Estate
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1997
MBA, Finance
Lehigh University 1991 — 1995
BS, Computer Engineering
Mark Begeny's MMA Financial Experience 2002 - 2009
Job Managing Director at Hunt Alternative Energy
Industry Financial Services
Experience
Hunt Alternative Energy January 2011 - Present
WhiteHawk Capital, LLC August 1997 - Present
MMA Financial 2002 - 2009
BlackRock Financial Management March 1995 - August 1997
CS First Boston April 1992 - March 1995
Hooker Development Corporation 1987 - 1990
Brawner Companies 1985 - 1987
The Whiting-Turner Contracting Company 1982 - 1985
Education
Northwestern University - Kellogg School of Management 1991 — 1993
MBA
Virginia Polytechnic Institute and State University 1978 — 1982
BS, Civil Engineering
Hunt Alternative Energy January 2011 - Present
WhiteHawk Capital, LLC August 1997 - Present
MMA Financial 2002 - 2009
BlackRock Financial Management March 1995 - August 1997
CS First Boston April 1992 - March 1995
Hooker Development Corporation 1987 - 1990
Brawner Companies 1985 - 1987
The Whiting-Turner Contracting Company 1982 - 1985
Education
Northwestern University - Kellogg School of Management 1991 — 1993
MBA
Virginia Polytechnic Institute and State University 1978 — 1982
BS, Civil Engineering
Jack Hodgkins's MMA Financial Experience 2003 - 2009
Job Sr. Vice President Community Lending & Investments at Wells Fargo Bank
Industry Real Estate
Experience
Wells Fargo Bank February 2010 - Present
Preservation Massachusetts September 2005 - Present
Boston Financial Investment Management February 2001 - February 2010
MMA Financial 2003 - 2009
Skills
Historic Preservation, Affordable Housing, LIHTC, Investments, Due Diligence, Disposition, Real Estate Economics, Nonprofits, Real Estate, Asset Management, Property Management
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 1999 — 2000
Masters of Science, Real Estate
Cornell University 1988 — 1992
BARCH, Architecture
Wells Fargo Bank February 2010 - Present
Preservation Massachusetts September 2005 - Present
Boston Financial Investment Management February 2001 - February 2010
MMA Financial 2003 - 2009
Skills
Historic Preservation, Affordable Housing, LIHTC, Investments, Due Diligence, Disposition, Real Estate Economics, Nonprofits, Real Estate, Asset Management, Property Management
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 1999 — 2000
Masters of Science, Real Estate
Cornell University 1988 — 1992
BARCH, Architecture
Cory Mian's MMA Financial Experience 2001 - 2003
Job Vice President at Preservation of Affordable Housing
Industry Real Estate
Experience
Preservation of Affordable Housing July 2011 - Present
Preservation of Affordable Housing July 2005 - July 2011
MMA Financial 2001 - 2003
MMA Financial 2001 - 2003
Education
Harvard University Graduate School of Design 2003 — 2005
MUP, Planning
Brown University 1997 — 2001
BA, Math and Urban Studies
Preservation of Affordable Housing July 2011 - Present
Preservation of Affordable Housing July 2005 - July 2011
MMA Financial 2001 - 2003
MMA Financial 2001 - 2003
Education
Harvard University Graduate School of Design 2003 — 2005
MUP, Planning
Brown University 1997 — 2001
BA, Math and Urban Studies
Meg Macaya Nelson's MMA Financial Experience January 2001 - November 2009
Job Real Estate Professional
Industry Real Estate
Experience
Richman Capital November 2009 - December 2013
MMA Financial January 2001 - November 2009
Education
The University of Chicago Booth School of Business 1999 — 2000
MBA
Universidad Autonoma de Centro America 1988 — 1994
Bachillerato / Licenciatura, Architecture
Middlebury College 1987 — 1988
Richman Capital November 2009 - December 2013
MMA Financial January 2001 - November 2009
Education
The University of Chicago Booth School of Business 1999 — 2000
MBA
Universidad Autonoma de Centro America 1988 — 1994
Bachillerato / Licenciatura, Architecture
Middlebury College 1987 — 1988
Libby Wilfong, HCCP, C3P's MMA Financial Experience 1991 - 2005
Job Tax Credit Consultant
Industry Venture Capital & Private Equity
Experience
Self Employed May 2005 - Present
Quantum Realty Managment 2005 - Present
MMA Financial 1991 - 2005
Skills
LIHTC, Tax Credits, Affordable Housing, Due Diligence
Education
St. Petersburg College
Associate in Arts, Elementary Education
Self Employed May 2005 - Present
Quantum Realty Managment 2005 - Present
MMA Financial 1991 - 2005
Skills
LIHTC, Tax Credits, Affordable Housing, Due Diligence
Education
St. Petersburg College
Associate in Arts, Elementary Education
Michael M. Murray's MMA Financial Experience February 1998 - December 2009
Job
Industry Financial Services
Experience
City Real Estate Advisors, Inc. January 2010 - Present
MMA Financial February 1998 - December 2009
Edison International 1997 - 1998
East Coast Capital 1995 - 1997
Boston Capital 1993 - 1995
Skills
Real Estate, Strategic Planning, Negotiation, Real Estate Development, Tax Credits, Asset Managment, Affordable Housing, Real Estate Economics, LIHTC, Due Diligence, Valuation, Asset Management, Financial Analysis, Investment Properties, Real Estate Transactions, Real Estate Financing, Underwriting, Apartments, Financial Modeling, Disposition, Leases, Loans, Dispositions
Education
Harvard University 1990 — 1993
University of Maryland College Park 1985 — 1990
City Real Estate Advisors, Inc. January 2010 - Present
MMA Financial February 1998 - December 2009
Edison International 1997 - 1998
East Coast Capital 1995 - 1997
Boston Capital 1993 - 1995
Skills
Real Estate, Strategic Planning, Negotiation, Real Estate Development, Tax Credits, Asset Managment, Affordable Housing, Real Estate Economics, LIHTC, Due Diligence, Valuation, Asset Management, Financial Analysis, Investment Properties, Real Estate Transactions, Real Estate Financing, Underwriting, Apartments, Financial Modeling, Disposition, Leases, Loans, Dispositions
Education
Harvard University 1990 — 1993
University of Maryland College Park 1985 — 1990
Amie Hadder's MMA Financial Experience 2001 - 2009
Job Senior Underwriter at Oak Grove Capital
Industry Real Estate
Experience
Oak Grove Capital May 2009 - Present
MMA Financial 2001 - 2009
Skills
Affordable Housing, Asset Management, Commercial Real Estate, Disposition, Due Diligence, LIHTC, Loans, Real Estate, Real Estate Economics, Real Estate Financing, Tax Credits, Underwriting
Education
Florida State University - College of Business 1998 — 2000
Oak Grove Capital May 2009 - Present
MMA Financial 2001 - 2009
Skills
Affordable Housing, Asset Management, Commercial Real Estate, Disposition, Due Diligence, LIHTC, Loans, Real Estate, Real Estate Economics, Real Estate Financing, Tax Credits, Underwriting
Education
Florida State University - College of Business 1998 — 2000
Nitaya Ngan's MMA Financial Experience 2000 - 2003
Job Vice President Bank of America
Industry Real Estate
Experience
Bank of America 2003 - Present
MMA Financial 2000 - 2003
EF Education First 1997 - 2000
Skills
Asset Management
Education
Suffolk University - Sawyer Business School 2001 — 2004
MBA
Bentley University 1993 — 1997
BS, Finance
Bank of America 2003 - Present
MMA Financial 2000 - 2003
EF Education First 1997 - 2000
Skills
Asset Management
Education
Suffolk University - Sawyer Business School 2001 — 2004
MBA
Bentley University 1993 — 1997
BS, Finance
Deborah DiOliveira's MMA Financial Experience January 1998 - July 2004
Job Banking Professional
Industry Banking
Experience
Banking Professional June 2004 - Present
Florida Bank August 2004 - March 2010
MMA Financial January 1998 - July 2004
Mercantile Bank January 1987 - October 1998
Skills
Loans, Credit, Credit Analysis, Banking, Loan Servicing, Consumer Lending, Financial Analysis, Risk Management, Retail Banking, Mortgage Servicing, Bonds, Due Diligence, Commercial Lending, Real Estate
Education
Northeast High School 1975 — 1979
Diploma
St. Petersburg College
some college classes, Banking and Financial Support Services
Banking Professional June 2004 - Present
Florida Bank August 2004 - March 2010
MMA Financial January 1998 - July 2004
Mercantile Bank January 1987 - October 1998
Skills
Loans, Credit, Credit Analysis, Banking, Loan Servicing, Consumer Lending, Financial Analysis, Risk Management, Retail Banking, Mortgage Servicing, Bonds, Due Diligence, Commercial Lending, Real Estate
Education
Northeast High School 1975 — 1979
Diploma
St. Petersburg College
some college classes, Banking and Financial Support Services
Christopher Carr II's MMA Financial Experience September 2007 - January 2009
Job LEED AP, Sustainability Officer at Carr Properties
Industry Real Estate
Experience
Carr Property Management June 2010 - Present
Carr Property Management 2010 - Present
Tufts University January 2009 - Present
Independent Living Inc February 2008 - Present
MMA Financial September 2007 - January 2009
Rockport Mortgage Company September 2006 - August 2007
Skills
Budgets, Due Diligence, Social Media, Management, Investments, Analysis, Strategic Planning, Market Research, PowerPoint, Finance, Marketing, Microsoft Excel
Education
Union College
Bachelors, History & Political Science
Commonwealth of Massachusetts
Harvard University Extension School
a Masters, Sustainability and Environmental Management
Union College
Bachelor of Arts; Degree, Political Science and History
Carr Property Management June 2010 - Present
Carr Property Management 2010 - Present
Tufts University January 2009 - Present
Independent Living Inc February 2008 - Present
MMA Financial September 2007 - January 2009
Rockport Mortgage Company September 2006 - August 2007
Skills
Budgets, Due Diligence, Social Media, Management, Investments, Analysis, Strategic Planning, Market Research, PowerPoint, Finance, Marketing, Microsoft Excel
Education
Union College
Bachelors, History & Political Science
Commonwealth of Massachusetts
Harvard University Extension School
a Masters, Sustainability and Environmental Management
Union College
Bachelor of Arts; Degree, Political Science and History
Chris Levey's MMA Financial Experience June 1999 - March 2008
Job President
Industry Real Estate
Experience
CL Advisor, LLC April 2008 - Present
MMA Financial June 1999 - March 2008
Education
University of Chicago GSB 1998 — 2000
Master of Business Administration (MBA), Finance and Strategy
Rutgers University
Bachelor of Arts (B.A.), Economics
CL Advisor, LLC April 2008 - Present
MMA Financial June 1999 - March 2008
Education
University of Chicago GSB 1998 — 2000
Master of Business Administration (MBA), Finance and Strategy
Rutgers University
Bachelor of Arts (B.A.), Economics
Stephen Guilmette, CPA's MMA Financial Experience May 1998 - April 2007
Job Accounting Director at John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) September 2008 - Present
American Dental Partners April 2007 - May 2008
MMA Financial May 1998 - April 2007
Ernst & Young 1996 - 1998
Skills
US GAAP and IFRS, Financial Reporting and..., Accounting Policy, Microsoft Office, GL, hyperion essbase, SEC filings, financial modeling and..., Financial Forecasting, Outstanding..., Financial Accounting, Sarbanes-Oxley
Education
The University of Connecticut School of Business
Master's Degree, Accounting, 4.0 GPA
Suffolk University
Master of Business Administration (MBA), Business/Commerce, General, With Honors
Merrimack College
Bachelor of Science (BS), Accounting, Cum Laude
John Hancock Life Insurance Company (U.S.A.) September 2008 - Present
American Dental Partners April 2007 - May 2008
MMA Financial May 1998 - April 2007
Ernst & Young 1996 - 1998
Skills
US GAAP and IFRS, Financial Reporting and..., Accounting Policy, Microsoft Office, GL, hyperion essbase, SEC filings, financial modeling and..., Financial Forecasting, Outstanding..., Financial Accounting, Sarbanes-Oxley
Education
The University of Connecticut School of Business
Master's Degree, Accounting, 4.0 GPA
Suffolk University
Master of Business Administration (MBA), Business/Commerce, General, With Honors
Merrimack College
Bachelor of Science (BS), Accounting, Cum Laude
Patrick Dober's MMA Financial Experience 1999 - 2009
Job Executive Director at Brookline Housing Authority
Industry Government Administration
Experience
Brookline Housing Authority 2011 - Present
Cambridge Housing Authority 2009 - 2011
Board of Commissioners 2004 - 2009
MMA Financial 1999 - 2009
National Multi Housing Council 1995 - 1997
Legislative Aide 1991 - 1995
Education
Kennedy School of Government, Harvard University
Master of Public Policy
Macalester College
B.A, Political Science
Brookline Housing Authority 2011 - Present
Cambridge Housing Authority 2009 - 2011
Board of Commissioners 2004 - 2009
MMA Financial 1999 - 2009
National Multi Housing Council 1995 - 1997
Legislative Aide 1991 - 1995
Education
Kennedy School of Government, Harvard University
Master of Public Policy
Macalester College
B.A, Political Science
Bridget Hale, CPA's MMA Financial Experience September 2000 - May 2006
Job Controller at Eaglebrook School
Industry Primary/Secondary Education
Experience
Eaglebrook School December 2011 - Present
Meyers Brothers Kalicka, P.C. October 2006 - May 2009
MMA Financial September 2000 - May 2006
PriceWaterhouseCoopers August 1996 - March 2000
Education
University of Massachusetts, Amherst 1996 — 2000
Bachelor of Business Administration (BBA), Accounting, Cum Laude
Eaglebrook School December 2011 - Present
Meyers Brothers Kalicka, P.C. October 2006 - May 2009
MMA Financial September 2000 - May 2006
PriceWaterhouseCoopers August 1996 - March 2000
Education
University of Massachusetts, Amherst 1996 — 2000
Bachelor of Business Administration (BBA), Accounting, Cum Laude
Jovanna Morales's MMA Financial Experience January 2008 - May 2009
Job Branch Chief, Asset Resolution Team
Industry Real Estate
Experience
U.S. Department of Housing and Urban Development June 2010 - Present
Oak Grove Capital May 2009 - June 2010
MMA Financial January 2008 - May 2009
Countrywide Home Loans, Compass Bank/Sovereign Bank, ERA Castelo Real Estate November 2003 - January 2008
Peabody Properties, Inc. November 1999 - November 2003
Skills
Affordable Housing..., Risk Management, Budgets, Leadership Development, Negotiation, Community Outreach, Customer Service, Affordable Housing, Team Building, Bilingual-English/Spanis..., Microsoft Suite
Education
University of Massachusetts Dartmouth
Bachelor of Science (BS), Business Management
U.S. Department of Housing and Urban Development June 2010 - Present
Oak Grove Capital May 2009 - June 2010
MMA Financial January 2008 - May 2009
Countrywide Home Loans, Compass Bank/Sovereign Bank, ERA Castelo Real Estate November 2003 - January 2008
Peabody Properties, Inc. November 1999 - November 2003
Skills
Affordable Housing..., Risk Management, Budgets, Leadership Development, Negotiation, Community Outreach, Customer Service, Affordable Housing, Team Building, Bilingual-English/Spanis..., Microsoft Suite
Education
University of Massachusetts Dartmouth
Bachelor of Science (BS), Business Management
Sherry Westerman's MMA Financial Experience 2003 - 2006
Job
Industry
Experience
U.S. Department of Defense 2006 - 2015
MMA Financial 2003 - 2006
WR Grace 2002 - 2003
Ciena Corporation 2001 - 2002
Skills
financial analysis, financial planning, Budgeting, Program Management..., Sarbanes-Oxley Act, Cyber-security, General Ledger, Microsoft Excel, Earned Value Management, Contracting Officer..., PMP, Six Sigma, Lean Six Sigma, Financial & Operational..., Annual Reports, Annual Reviews, Monthly Close Process, Resource Management, Corporate Finance, Policy Analysis, Project Portfolio..., Business Process...
Education
University of Maryland Baltimore County 2015 — 2018
Master's degree, Cybersecurity
University of Maryland Baltimore County 2012 — 2014
Graduate Certification in Cyber Security, Cyberseucirty Policy and Strategy
University of Baltimore 2000 — 2002
Master of Business Administration (M.B.A.), Finance, General
University of Baltimore 1997 — 1999
Bachelor of Science (BS), Finance, General, 3.7
U.S. Department of Defense 2006 - 2015
MMA Financial 2003 - 2006
WR Grace 2002 - 2003
Ciena Corporation 2001 - 2002
Skills
financial analysis, financial planning, Budgeting, Program Management..., Sarbanes-Oxley Act, Cyber-security, General Ledger, Microsoft Excel, Earned Value Management, Contracting Officer..., PMP, Six Sigma, Lean Six Sigma, Financial & Operational..., Annual Reports, Annual Reviews, Monthly Close Process, Resource Management, Corporate Finance, Policy Analysis, Project Portfolio..., Business Process...
Education
University of Maryland Baltimore County 2015 — 2018
Master's degree, Cybersecurity
University of Maryland Baltimore County 2012 — 2014
Graduate Certification in Cyber Security, Cyberseucirty Policy and Strategy
University of Baltimore 2000 — 2002
Master of Business Administration (M.B.A.), Finance, General
University of Baltimore 1997 — 1999
Bachelor of Science (BS), Finance, General, 3.7
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY