Trilogy Partners, LLC
Description
Address: 301 Oxford Valley Rd, Yardley, PA 19067 Hours: Closed ⋅ Opens 8:30AM Monday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (609) 688-0428: : Website: : Category: Place name: : : : Website: http://gettrilogypartners.com/ Category: Business management consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Trilogy Partners Posting publicly on the Web Write a review Reviews Be the first to review
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Trilogy Partners, LLC Employees
Employee
Years
Job
Industry
Andrea Grubb Andrea Grubb's Trilogy Partners, LLC Experience February 2015 - Present
Job Experienced Operations Leader
Industry Management Consulting
Experience
Trilogy Partners, LLC February 2015 - Present
Grubbaroo, LLC June 2012 - February 2015
Forest Incentives, Ltd. August 2009 - June 2012
Forest Incentives, Ltd. August 2006 - July 2009
Forest Incentives, Ltd May 1999 - July 2006
Forest Incentives, Ltd. December 1998 - April 1999
Skills
Marketing Strategy, Order Fulfillment, Customer Service, Purchasing, Coaching, Inventory Management, Enterprise Software, Business Development, Warehouse Management, Team Leadership, Operations Management, Software Quality..., Editorial, Leadership, Organization, Strategic Planning, IT Management, Problem Solving, Mentoring, Microsoft Excel, Project Planning, Program Management, Management Consulting, Project Management, Business Strategy, Change Management, Microsoft Office, Account Management, Business Process..., Troubleshooting, Databases, Training, Analysis, Management, Team Management, Business Analysis, Strategy, Cross-functional Team..., Start-ups, Performance Management, Forecasting
Education
Coaches Training Institute
Gestalt International Study Center (GISC) 2006 — 2008
Temple University
Penn State University 1989 — 1993
Bachelor's degree, English
Trilogy Partners, LLC February 2015 - Present
Grubbaroo, LLC June 2012 - February 2015
Forest Incentives, Ltd. August 2009 - June 2012
Forest Incentives, Ltd. August 2006 - July 2009
Forest Incentives, Ltd May 1999 - July 2006
Forest Incentives, Ltd. December 1998 - April 1999
Skills
Marketing Strategy, Order Fulfillment, Customer Service, Purchasing, Coaching, Inventory Management, Enterprise Software, Business Development, Warehouse Management, Team Leadership, Operations Management, Software Quality..., Editorial, Leadership, Organization, Strategic Planning, IT Management, Problem Solving, Mentoring, Microsoft Excel, Project Planning, Program Management, Management Consulting, Project Management, Business Strategy, Change Management, Microsoft Office, Account Management, Business Process..., Troubleshooting, Databases, Training, Analysis, Management, Team Management, Business Analysis, Strategy, Cross-functional Team..., Start-ups, Performance Management, Forecasting
Education
Coaches Training Institute
Gestalt International Study Center (GISC) 2006 — 2008
Temple University
Penn State University 1989 — 1993
Bachelor's degree, English
Patty Janoch Patty Janoch's Trilogy Partners, LLC Experience October 2013 - Present
Job CEO at Stone Dove Ventures Inc
Industry Accounting
Experience
Newtown Yoga September 2014 - Present
Stone Dove Ventures Inc January 2015 - Present
Trilogy Partners, LLC October 2013 - Present
Newtown Athletic Club October 2010 - Present
The Prancing Peacock May 2009 - Present
Optimal Fitness September 2011 - January 2015
JANUS Solutions May 2009 - September 2013
Incorporating Yoga October 2010 - August 2011
Somero Enterprises June 1997 - January 2001
Brookstone December 1991 - May 1997
Skills
Retail, Customer Relations, Team Building, Performance Management, Strategic Financial..., Change Management, Customer Service, Public Speaking, Yoga, Leadership, Microsoft Excel, Leadership Development, Coaching, Budgets, Nonprofits, Marketing, Teaching, PowerPoint, Organizational..., Management, Public Relations, Accounting, Financial Analysis
Education
University of Dayton 1977 — 1981
Bachelor's degree, Accounting and economics
The Prancing Peacock 2008 — 2009
RYT - 200, Yoga Teacher Training
Newtown Yoga September 2014 - Present
Stone Dove Ventures Inc January 2015 - Present
Trilogy Partners, LLC October 2013 - Present
Newtown Athletic Club October 2010 - Present
The Prancing Peacock May 2009 - Present
Optimal Fitness September 2011 - January 2015
JANUS Solutions May 2009 - September 2013
Incorporating Yoga October 2010 - August 2011
Somero Enterprises June 1997 - January 2001
Brookstone December 1991 - May 1997
Skills
Retail, Customer Relations, Team Building, Performance Management, Strategic Financial..., Change Management, Customer Service, Public Speaking, Yoga, Leadership, Microsoft Excel, Leadership Development, Coaching, Budgets, Nonprofits, Marketing, Teaching, PowerPoint, Organizational..., Management, Public Relations, Accounting, Financial Analysis
Education
University of Dayton 1977 — 1981
Bachelor's degree, Accounting and economics
The Prancing Peacock 2008 — 2009
RYT - 200, Yoga Teacher Training
Doug MacMillan Doug MacMillan's Trilogy Partners, LLC Experience July 2015 - Present
Job New Business Development Executive
Industry Insurance
Experience
Trilogy Partners, LLC July 2015 - Present
Customized Benefit Solutions, Inc. May 2013 - June 2015
Precision Home Remodeling / Storage Overhead Systems March 2004 - April 2013
Beamer Foundation, Heroic Choices October 2001 - February 2004
Skills
Business Development, Employee Benefits, Insurance, Customer Service, Disability Insurance, Underwriting, Health Insurance, Small Business, Term Life Insurance, New Business Development, Team Building, Sales, Account Management, Strategy
Education
Messiah College 1985 — 1989
Bachelor’s Degree, Marketing
Kings College
Honorary Doctorate of Humanities
Trilogy Partners, LLC July 2015 - Present
Customized Benefit Solutions, Inc. May 2013 - June 2015
Precision Home Remodeling / Storage Overhead Systems March 2004 - April 2013
Beamer Foundation, Heroic Choices October 2001 - February 2004
Skills
Business Development, Employee Benefits, Insurance, Customer Service, Disability Insurance, Underwriting, Health Insurance, Small Business, Term Life Insurance, New Business Development, Team Building, Sales, Account Management, Strategy
Education
Messiah College 1985 — 1989
Bachelor’s Degree, Marketing
Kings College
Honorary Doctorate of Humanities
Hal Levenson's Trilogy Partners, LLC Experience January 2009 - Present
Job Chief Executive Officer at Trilogy Partners, LLC
Industry Management Consulting
Experience
Trilogy Partners, LLC January 2009 - Present
LFL Veritas,LLC 1988 - Present
Resource Associates 2008 - Present
Skills
Strategic Planning, Entrepreneurship, Tax, Exit Strategies, Strategic Consulting, Coaching, Family Business, Small Business, Strategy, Executive Coaching, Management, Leadership, Investments, Selling, Analysis, Finance, Training, Management Consulting, Start-ups, Business Planning, Executive Management, Consulting, Business Strategy, Mergers & Acquisitions, Accounting, Business Development, Project Planning, Business Coaching, Leadership Development, Business Process..., New Business Development, Executive Development, Sales
Education
Indiana University of Pennsylvania 1979 — 1982
BS, Accounting, 3.65 GPA
Trilogy Partners, LLC January 2009 - Present
LFL Veritas,LLC 1988 - Present
Resource Associates 2008 - Present
Skills
Strategic Planning, Entrepreneurship, Tax, Exit Strategies, Strategic Consulting, Coaching, Family Business, Small Business, Strategy, Executive Coaching, Management, Leadership, Investments, Selling, Analysis, Finance, Training, Management Consulting, Start-ups, Business Planning, Executive Management, Consulting, Business Strategy, Mergers & Acquisitions, Accounting, Business Development, Project Planning, Business Coaching, Leadership Development, Business Process..., New Business Development, Executive Development, Sales
Education
Indiana University of Pennsylvania 1979 — 1982
BS, Accounting, 3.65 GPA
Daniele Arad-Neeman Daniele Arad-Neeman's Trilogy Partners, LLC Experience June 2010 - August 2010
Job Law Clerk at United States Senate HELP Committee, Labor and Pensions Office
Industry Higher Education
Experience
United States Senate June 2015 - Present
Berkeley Journal of Employment and Labor Law September 2014 - Present
Workers Rights Disability Law Clinic September 2014 - May 2015
Bryn Mawr College 2011 - May 2014
The Andrew W. Mellon Foundation May 2013 - August 2013
Bryn Mawr College August 2011 - May 2012
Women in Public Service Initiative, State Dept. December 2011 - December 2011
Trilogy Partners, LLC June 2010 - August 2010
Skills
Admissions, Student Affairs, Spanish, Public Speaking, Hebrew, Receptionist Duties, Violin, Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Research
Education
University of California, Berkeley - School of Law 2014 — 2017
Juris Doctor (J.D.), Law
Bryn Mawr College 2010 — 2014
Bachelor of Arts (B.A.), History, Magna cum Laude
United States Senate June 2015 - Present
Berkeley Journal of Employment and Labor Law September 2014 - Present
Workers Rights Disability Law Clinic September 2014 - May 2015
Bryn Mawr College 2011 - May 2014
The Andrew W. Mellon Foundation May 2013 - August 2013
Bryn Mawr College August 2011 - May 2012
Women in Public Service Initiative, State Dept. December 2011 - December 2011
Trilogy Partners, LLC June 2010 - August 2010
Skills
Admissions, Student Affairs, Spanish, Public Speaking, Hebrew, Receptionist Duties, Violin, Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Research
Education
University of California, Berkeley - School of Law 2014 — 2017
Juris Doctor (J.D.), Law
Bryn Mawr College 2010 — 2014
Bachelor of Arts (B.A.), History, Magna cum Laude
Fran Mastroianni's Trilogy Partners, LLC Experience November 2002 - September 2005
Job Partner at Trilogy Law LLC
Industry Commercial Real Estate
Experience
Trilogy Law LLC February 2012 - Present
Reit Management & Research LLC/CommonWealth REIT December 2009 - September 2011
Goodwin Procter LLP October 2005 - October 2009
Trilogy Partners LLC November 2002 - September 2005
Samuels Property Group LLC October 1999 - August 2002
Goulston & Storrs LLP October 1994 - August 1997
Harvard University Office of the General Counsel October 1989 - June 1994
Skills
Real Estate Law, Real Estate Investment, Fund Formation, Hotels, Joint Ventures, Restructuring, REITS, Leasing, Project Finance, Capital Markets, Development, Permitting, Corporate Governance, Family Business, Land Acquisition, Property Management, Debt Restructuring, Compliance, Arbitration, Shopping Centers, Residential Projects, Office Projects, Strategic Counsel, Board Leadership, Senior Housing, Multi-family, Communication Written, Oral Communications, Client Advocacy, REIT, Investment Properties, Leadership, Due Diligence, Property Law, Land Use, Leases, Investments, Asset Management, Commercial Litigation, Financial Structuring, Finance, Landlords, Real Estate Financing, Business Transactions, Zoning, Securities, Real Estate Transactions, Commercial Leasing, Corporate Law, Legal Research
Education
Boston College Law School 1991 — 1994
Juris Doctor, cum laude
Harvard University 1987 — 1991
BA, cum laude, History
Buckingham Browne & Nichols 1983 — 1987
Trilogy Law LLC February 2012 - Present
Reit Management & Research LLC/CommonWealth REIT December 2009 - September 2011
Goodwin Procter LLP October 2005 - October 2009
Trilogy Partners LLC November 2002 - September 2005
Samuels Property Group LLC October 1999 - August 2002
Goulston & Storrs LLP October 1994 - August 1997
Harvard University Office of the General Counsel October 1989 - June 1994
Skills
Real Estate Law, Real Estate Investment, Fund Formation, Hotels, Joint Ventures, Restructuring, REITS, Leasing, Project Finance, Capital Markets, Development, Permitting, Corporate Governance, Family Business, Land Acquisition, Property Management, Debt Restructuring, Compliance, Arbitration, Shopping Centers, Residential Projects, Office Projects, Strategic Counsel, Board Leadership, Senior Housing, Multi-family, Communication Written, Oral Communications, Client Advocacy, REIT, Investment Properties, Leadership, Due Diligence, Property Law, Land Use, Leases, Investments, Asset Management, Commercial Litigation, Financial Structuring, Finance, Landlords, Real Estate Financing, Business Transactions, Zoning, Securities, Real Estate Transactions, Commercial Leasing, Corporate Law, Legal Research
Education
Boston College Law School 1991 — 1994
Juris Doctor, cum laude
Harvard University 1987 — 1991
BA, cum laude, History
Buckingham Browne & Nichols 1983 — 1987
Doug Brown, CAIA, CBC, CDIA, CVIA Doug Brown, CAIA, CBC, CDIA, CVIA's Trilogy Partners, LLC Experience March 2009 - Present
Job Chairman/CEO Paradigm Associates LLC
Industry Management Consulting
Experience
Paradigm Associates LLC June 1985 - Present
Resource Associates Corp 1985 - Present
Trilogy Partners, LLC March 2009 - Present
Barbershop Harmony Society January 2014 - Present
Atlantic Harmony Brigade August 2015 - Present
Meadowlands Regional Chamber May 2011 - Present
Voices of Gotham January 2014 - Present
Barbershop Harmony Society January 2011 - December 2012
Barbershop Harmony Society April 1995 - December 2000
Myron Manufacturing May 1984 - April 1985
Skills
Strategy, Strategic Planning, Leadership, Leadership Development, Entrepreneurship, Executive Coaching, Training, Coaching, Sales, Organizational..., Executive Development, Program Management, Cross-functional Team..., Management, Public Speaking, Sales Rep Training, Business Development, Executive Management, Process Improvement, Small Business, Executive Facilitation, Business Planning, Workshop Facilitation, Management Consulting, Sustainability..., SPIN Sales Training, New Business Development, Personal Development, Selling, Nonprofits, Project Planning, Sales Management, Strategic Thinking, Project Management, Budgets, Team Building, Business Coaching, Sales Process, Sales Executive Training, Performance Management, Staff Development, Time Management, Change Management, Facilitators, Organizational...
Education
University of Delaware 1972 — 1976
BA, Political Science, Business & Ec, Philosophy
Paradigm Associates LLC June 1985 - Present
Resource Associates Corp 1985 - Present
Trilogy Partners, LLC March 2009 - Present
Barbershop Harmony Society January 2014 - Present
Atlantic Harmony Brigade August 2015 - Present
Meadowlands Regional Chamber May 2011 - Present
Voices of Gotham January 2014 - Present
Barbershop Harmony Society January 2011 - December 2012
Barbershop Harmony Society April 1995 - December 2000
Myron Manufacturing May 1984 - April 1985
Skills
Strategy, Strategic Planning, Leadership, Leadership Development, Entrepreneurship, Executive Coaching, Training, Coaching, Sales, Organizational..., Executive Development, Program Management, Cross-functional Team..., Management, Public Speaking, Sales Rep Training, Business Development, Executive Management, Process Improvement, Small Business, Executive Facilitation, Business Planning, Workshop Facilitation, Management Consulting, Sustainability..., SPIN Sales Training, New Business Development, Personal Development, Selling, Nonprofits, Project Planning, Sales Management, Strategic Thinking, Project Management, Budgets, Team Building, Business Coaching, Sales Process, Sales Executive Training, Performance Management, Staff Development, Time Management, Change Management, Facilitators, Organizational...
Education
University of Delaware 1972 — 1976
BA, Political Science, Business & Ec, Philosophy
Thomas McMillan Thomas McMillan's Trilogy Partners, LLC Experience September 2012 - Present
Job Supervisory Account Executive at Department of Housing and Urban Development
Industry Government Administration
Experience
Trilogy Partners, LLC September 2012 - Present
Department of Housing and Urban Development October 1999 - Present
Thomas McMillan & Associates, LLC 1984 - 1999
Henry Crown & Company 1976 - 1984
The University of Arizona 1978 - 1979
Skills
Entrepreneurship, Fundraising, Research, International Trade, Marketing, Real Estate, Market Research, Project Management, Event Management, Social Media, Strategic Planning, Strategy, Public Speaking, Contract Negotiation, Negotiation, Real Estate Development, Community Development, Due Diligence, Real Estate Economics
Education
University of Colorado Boulder 1961 — 1965
B.A., Political Science
University of Kansas
Doctor of Philosophy (Ph.D.), Politics/Southeast Asian Studies
University of Washington
Master of Arts (M.A.), Politics/Southeast Asian Studies
Trilogy Partners, LLC September 2012 - Present
Department of Housing and Urban Development October 1999 - Present
Thomas McMillan & Associates, LLC 1984 - 1999
Henry Crown & Company 1976 - 1984
The University of Arizona 1978 - 1979
Skills
Entrepreneurship, Fundraising, Research, International Trade, Marketing, Real Estate, Market Research, Project Management, Event Management, Social Media, Strategic Planning, Strategy, Public Speaking, Contract Negotiation, Negotiation, Real Estate Development, Community Development, Due Diligence, Real Estate Economics
Education
University of Colorado Boulder 1961 — 1965
B.A., Political Science
University of Kansas
Doctor of Philosophy (Ph.D.), Politics/Southeast Asian Studies
University of Washington
Master of Arts (M.A.), Politics/Southeast Asian Studies
Bill Ehrhardt Bill Ehrhardt's Trilogy Partners, LLC Experience 2015 - Present
Job CEO Chair, Vistage International
Industry Professional Training & Coaching
Experience
Vistage 2014 - Present
New Jersey Institute of Technology 1999 - Present
Trilogy Partners, LLC 2015 - Present
Eastern International 2012 - 2014
Quad Partners, Private Equity - Swedish Institute College of Health Sciences 2009 - 2012
Career Education Corporation 2004 - 2009
Chubb Insurance 1999 - 2004
AERC/MTI/AETC 1983 - 2000
Skills
Admissions, Adult Education, Budgets, Career Counseling, Coaching, Educational Leadership, Enrollment Management, Customer Service, Higher Education, Leadership, Leadership Development, Management, Marketing, Marketing Strategy, Organizational..., Public Speaking, Recruiting, Research, Resume Writing, Retaining Customers, Social Media, Staff Development, Strategic Planning, Strategy, Teaching, Team Building, Team Leadership, Training, Organizational..., Program Management, Human Resources, Performance Management, Project Management
Education
New Jersey Institute of Technology 1991 — 1994
MS, Management
Berne University
Doctor of Philosophy (PhD), Business and Organizational Behavior
Drexel University
Certificate, Organizational Leadership
New Jersey Institute of Technology
BS, Engineering Technology
Vistage 2014 - Present
New Jersey Institute of Technology 1999 - Present
Trilogy Partners, LLC 2015 - Present
Eastern International 2012 - 2014
Quad Partners, Private Equity - Swedish Institute College of Health Sciences 2009 - 2012
Career Education Corporation 2004 - 2009
Chubb Insurance 1999 - 2004
AERC/MTI/AETC 1983 - 2000
Skills
Admissions, Adult Education, Budgets, Career Counseling, Coaching, Educational Leadership, Enrollment Management, Customer Service, Higher Education, Leadership, Leadership Development, Management, Marketing, Marketing Strategy, Organizational..., Public Speaking, Recruiting, Research, Resume Writing, Retaining Customers, Social Media, Staff Development, Strategic Planning, Strategy, Teaching, Team Building, Team Leadership, Training, Organizational..., Program Management, Human Resources, Performance Management, Project Management
Education
New Jersey Institute of Technology 1991 — 1994
MS, Management
Berne University
Doctor of Philosophy (PhD), Business and Organizational Behavior
Drexel University
Certificate, Organizational Leadership
New Jersey Institute of Technology
BS, Engineering Technology
David Mastroianni's Trilogy Partners, LLC Experience February 2002 - January 2003
Job Assistant Vice President at Wells Fargo
Industry Real Estate
Experience
Wells Fargo August 2011 - Present
New Boston Fund February 2003 - July 2011
Trilogy Partners LLC February 2002 - January 2003
AEW Capital Management February 1999 - April 2001
Arthur Andersen LLP June 1995 - February 1998
Skills
Accounting, Finance, Asset Managment, Financial Modeling, Real Estate, Leases, Property Management, Due Diligence, Asset Management, Real Estate Development, Acquisitions, Affordable Housing, Commercial Real Estate, Portfolio Management, Disposition, Financial Reporting, Real Estate Transactions, Variance Analysis, Financial Statements, Real Estate Economics, Valuation, Underwriting, Limited Partnerships, Retail, Real Estate Financing, Dispositions
Education
Boston University Questrom School of Business 1995 — 1996
MBA, Accounting
Tufts University 1991 — 1995
BA, Economics
Buckingham Browne & Nichols 1987 — 1991
Wells Fargo August 2011 - Present
New Boston Fund February 2003 - July 2011
Trilogy Partners LLC February 2002 - January 2003
AEW Capital Management February 1999 - April 2001
Arthur Andersen LLP June 1995 - February 1998
Skills
Accounting, Finance, Asset Managment, Financial Modeling, Real Estate, Leases, Property Management, Due Diligence, Asset Management, Real Estate Development, Acquisitions, Affordable Housing, Commercial Real Estate, Portfolio Management, Disposition, Financial Reporting, Real Estate Transactions, Variance Analysis, Financial Statements, Real Estate Economics, Valuation, Underwriting, Limited Partnerships, Retail, Real Estate Financing, Dispositions
Education
Boston University Questrom School of Business 1995 — 1996
MBA, Accounting
Tufts University 1991 — 1995
BA, Economics
Buckingham Browne & Nichols 1987 — 1991