WNC & Associates
Industry: Company
DescriptionFounded: 1971 Subsidiaries: WNC Capital Corporation, FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportWNC & Associates IncWebsiteDirections Saved (0) Saved Save Corporate campus in Irvine, California Address: 17782 Sky Park Cir, Irvine, CA 92614 Hours: Open now · Add full hours Unable to add this file. Please check that it is a valid photo. Phone: (714) 662-5565: : Place name: : : Website: : Category: Hours: : Website: http://www.wncinc.com/ Category: Corporate Campus 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. · Own this business?Add missing informationAdd business hours 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 WNC & Associates Inc Posting publicly on the Web Write a review Reviews Be the first to review
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WNC & Associates Employees
GLOVIS America, Inc. March 2014 - Present
WNC & Associates January 2012 - March 2013
California State University, Fullerton October 2008 - January 2012
Skills
Ad-hoc analysis, Forecasting/Goal setting, EPIC Database, MAS90, Common Management..., Microsoft Excel, Asset Managment, Financial Reporting, Variance Analysis, Account Reconciliation, Mas 90, Finance, Asset Management, Financial Modeling, Analysis, Financial Analysis, Auditing
Education
Chapman University, The George L. Argyros School of Business and Economics 2014 — 2017
Master of Business Administration (M.B.A.), Finance, General
California State University-Fullerton 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General, 2.73
Fullerton College 2005 — 2008
General Transfer
GE July 2013 - Present
GE July 2012 - July 2013
Analog Devices June 2011 - August 2011
WNC & Associates 2007 - 2010
Skills
Human Resources, Compensation Structure..., College Recruiting, Talent Acquisition, Property Management, Investor Relations, Succession Planning, Compensation Structures, Leadership, Recruiting, Organizational..., Personnel Management
Education
Boston University - School of Management 2010 — 2012
MS-MBA, Information Systems, Business Administration, Honors
University of California, Irvine 2003 — 2007
BA, Psychology & Social Behavior; Educational Studies, Honors, cum laude
Morgans August 2015 - Present
WNC & Associates January 2011 - July 2015
Holliday Fenoglio Fowler April 2008 - November 2008
Boston Financial Investment Management (previously MMA Financial) April 2004 - March 2008
Eastern Bank January 2001 - April 2004
Skills
Acquisitions, Underwriting, LIHTC, Commercial Real Estate, Debt, Equities, Commercial Mortgages, Real Estate, Due Diligence, Financial Analysis, Valuation, Finance, Portfolio Management, Loans, Mutual Funds
Education
Chapman University 2009 — 2010
MBA
Bentley University 1996 — 2000
Bachelor of Science, Finance
Berwick Academy 1993 — 1996
High School, Berwick Scholar
SunEdison June 2015 - Present
Beacon Development Group March 2014 - May 2015
Retirement Housing Foundation September 2012 - March 2014
WNC & Associates May 2011 - September 2012
San Jose City Council June 2010 - May 2011
The Michaels Development Company March 2009 - May 2010
Market Rate Developer June 2007 - March 2009
Skills
Finance, Affordable Housing, Project Planning, Research, Analysis, Project Management, Pro Forma Development, Due Diligence, Financial Modeling, Policy, Construction, Redevelopment, Real Estate Development, Program Management, Microsoft Office, Land Use Planning, Nonprofits, Accounting, Leadership, Asset Management, Financial Analysis, Real Estate Economics, Management, Land Use, Economic Development, Entitlements, Budgets
Education
Project Management Institute
Project Management Professional Certification
San Jose State University
Masters, Urban Planning/Business
California State University-Chico
B.S., Finance
California State University-Dominguez Hills
Certificate, Construction Project Management
California Apartment Association
Certificate, California Certified Resident Manager
Monta Vista High School
WNC & Associates June 2012 - Present
Chase December 2011 - June 2012
Transpacific Currency Services March 2007 - November 2011
Skills
Accounting, Data Entry, Accounts Payable, Bank Reconciliation, Customer Service, Microsoft Office, Microsoft Word, Banking, Account Reconciliation, Spreadsheets, Outlook, Microsoft Excel
Education
California State University-Fullerton - College of Business and Economics 2007 — 2013
Bachelor's Degree, Business Admin.-Finance
Barker Management Inc. October 2014 - Present
WNC & Associates August 2012 - October 2014
Zuvich Corporate Advisors (ZCA) August 2011 - August 2012
Chapman University School of Law August 2010 - September 2011
Damien High School November 2009 - February 2011
Skills
Economics, Microsoft Excel, PowerPoint, Outlook, Commercial Real Estate, Real Estate, Finance, Asset Management, Financial Reporting, LIHTC, Mac OS X, PC, Microsoft Word, Research, Budgets, Market Research, Analysis, Financial Analysis, Management
Education
Chapman University, The George L. Argyros School of Business and Economics 2010 — 2012
B.A., Economics
First Sterling Financial November 2013 - Present
WNC & Associates October 2011 - October 2013
WNC & Associates March 2011 - October 2011
WNC & Associates October 2009 - March 2011
Marino Capital Partners May 2001 - October 2009
Hunter Wise Financial Group, LLC February 2000 - May 2001
Dinan & Company May 1998 - November 1999
Skills
Series 7, Finance, Venture Capital, Corporate Finance, Investments, Mergers & Acquisitions, Private Equity, Investment Banking, Securities, Fixed Income, Banking, Financial Services, Management, Trading, Private Placements, Marketing, Sales, Valuation
Education
Nicholls State University 1986 — 1990
BS, Business
WNC & Associates August 2015 - Present
U.S. Bank April 2013 - July 2015
Downtown Community Planning Council (formerly Centre City Advisory Committee) May 2011 - March 2014
Affirmed Housing Group June 2010 - March 2013
UBS Wealth Management January 2010 - June 2010
Student Managed Porftolio Project (Cal Poly) September 2009 - June 2010
Skills
Due Diligence, Equities, Real Estate Development, Microsoft Word, Non-profits, Underwriting, Proformas, Accounting, Microsoft Excel, Leadership, Public Speaking, Marketing, Contract Negotiation, Real Estate, Entitlements, Public Relations, Community Outreach, Real Estate Economics, Event Planning, Finance, Investments, Analysis, Portfolio Management, Credit, Market Research, Nonprofits
Education
California Polytechnic State University-San Luis Obispo 2006 — 2010
Bachelor of Science, Business Administration - Finance
Università degli Studi di Firenze / University of Florence
Semester Abroad, Italian
Rushmore Loan Management Services LLC September 2015 - Present
WNC & Associates January 2012 - September 2015
CashCall November 2010 - January 2012
Skills
Financial Reporting, Financial Analysis, Finance, Residential Mortgages, Accounting, Refinance, Loan Origination, Partnership Accounting, Lacerte, NMLS, LIHTC, Account Reconciliation, Accounts Receivable, Portfolio Management, Financial Statements, Affordable Housing, Financial Accounting, Disposition, Microsoft Excel, Analysis, Tax Preparation, Outlook, Partnership Taxation, Tax, Tax Credits, General Ledger, Microsoft Word, Variance Analysis, Data Analysis, Fund Accounting, SEC filings, PowerPoint, Consolidation, Accruals, Microsoft Office, Year-end Close, Fixed Assets, Cash Flow
Education
California State University-Long Beach - College of Business Administration
Bachelor of Science (BS), Accounting
The Hope Institute February 2007 - December 2012
WNC & Associates August 2004 - January 2007
Executive 2000 Institute February 2000 - May 2004
Costa Mesa Alano Club January 1996 - January 2000
Skills
Customer Servive, Time Management, Consulting, Microsoft Word, Windows, Team Building, Team Leadership, Treatment, Retail Sales, Retail Design, Retail Marketing, Retaining Customers, Customer Satisfaction, Customer Insight, Office Administration, Front Office, Administrative..., Adolescents, Internal Communications, Internet, Nonprofits, Social Networking, Social Media, Accounts Receivable, Accounts Payable, Family Therapy, Office Management, Strategic Planning, Teaching, Microsoft Excel, Fundraising, Social Services, Research, Program Development, Customer Service, Case Managment, Public Speaking, Microsoft Office, Community Outreach, Marketing, Spreadsheets, Case Management, Online Fraud
Education
California State University-Fullerton 2013 — 2016
Bachelor's degree, Psychology and Business Administration
Orange Coast College 2011 — 2013
Associate of Arts (AA), Psychology, 3.5
Inter Coast College 2010 — 2011
RRW, Counselor, Drug and Alcohol abuse, 4.0
WNC & Associates December 2011 - Present
Universal Music Group September 2011 - December 2011
The Coffee Bean & Tea Leaf October 2008 - December 2011
Skills
Microsoft Excel, Access, Financial Analysis, Forecasting, Outlook, PowerPoint, Microsoft Word, Customer Service, Time Management, Financial Reporting, Finance, Microsoft Office, Analysis, Presenter, Public Speaking, Community Outreach, Social Media Marketing, Due Diligence, Strategic Planning, Data Entry, Budgets
Education
California State University-Fullerton 2007 — 2011
Bachelor of Arts (B.A.), Business Administration, Entertainment and Tourism Managment
Villa Park High School 2004 — 2007
WNC & Associates September 2014 - Present
Partners Federal Credit Union November 2012 - September 2014
Wescom Credit Union October 2011 - April 2012
Skills
Finance, Symitar, Microsoft Office, Microsoft Excel, Microsoft Word, Opening New Accounts, Credit Analysis, Cash Handling Experience, Financial Services, Financial Audits, Customer Service, Business Development, Management, Sales, Banking, Credit, Budgets, Asset Management, Auditing, Financial Analysis, Problem Solving, Financial Statements, Outlook, Leadership, Financial Modeling, Data Analysis, Quarterly Reporting, monthly reporting, Tax Audit Representation, Partnership Tax Returns, General Ledger, Real Estate, Tax Credits, LIHTC
Education
California State University-Fullerton
Bachelor of Arts (BA), Business Administration, Concentration in Finance with a Minor in Economics
Fullerton College
Associate of Arts (AA), Business Administration and Management, General
Divco West Properties 2013 - Present
Steelhead Partners, LLC 2012 - 2012
WNC & Associates 2008 - 2011
Sandvik Materials Technology 2007 - 2008
Portland Credit 2007 - 2007
Skills
Equities, Forecasting, Analysis, Investments, Mutual Funds, Portfolio Management, Competitive Analysis, Financial Analysis, Valuation, Due Diligence, Commercial Real Estate, Asset Management, Statistical Data..., Credit, Strategic Financial..., Financial Modeling, Finance, Management
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
Master of Business Administration (MBA)
University of Oregon 2004 — 2007
B.S., Economics, Minor in Business
CFA Institute
CFA Level III Candidate
WNC & Associates October 2011 - Present
Mag Layers USA Inc March 2010 - September 2011
Nordstrom July 2005 - March 2010
Skills
Outlook, PowerPoint, Microsoft Word, Data Entry, Microsoft Excel, Microsoft Office, Customer Service, Photoshop, Administrative..., Marketing, Visual Merchandising, Social Media Marketing, Social Media, Sales, Social Networking, Facebook, Time Management
Education
University of Arts London, The London College of Fashion 2007 — 2007
Certificate of Completion, Fashion Merchandising
Fashion Institute of Design & Merchandising 2005 — 2007
Associate of Arts (A.A.), Design and Visual Communications, General
Pacific Sunwear November 2014 - Present
WNC & Associates March 2014 - November 2014
Partners Federal Credit Union October 2013 - November 2014
Chapman Radio August 2012 - December 2012
Pacific Sunwear August 2011 - December 2011
Active Ride Shop August 2009 - August 2011
Skills
Administrative Work, Marketing, Marketing Strategy, Spreadsheets, Management, Team Leadership, Teamwork, Team Management, Retail, Consumer Goods, Consumer Relations, Customer Service, Committed to..., Microsoft Office, Microsoft Excel, Microsoft Word, Word Of Mouth Marketing, Computer Proficiency, Graphic Design, Adobe Creative Suite, Photoshop, Illustrator, Vector Illustration, Digital Marketing, Leadership, Entrepreneurship, Music, Customer Retention, Public Relations, Public Speaking, Presentations, Professional Writing, Common Sense, Highly self-motivated, Sense Of Urgency, Success Driven, Cooperative, Organizational..., Organizational..., Cross-functional..., Cross Selling, Instagram, Advertising, Social Media Marketing, Financial Analysis
Education
Chapman University 2009 — 2013
Bachelor of Science (BS), Business Administration and Marketing
Walmart eCommerce October 2014 - Present
PetSmart July 2012 - October 2014
The University of Arizona August 2010 - January 2012
PetSmart June 2011 - August 2011
Raytheon Missile Systems January 2011 - May 2011
WNC & Associates July 2007 - July 2010
Skills
Equity Research, Financial Analysis, Six Sigma, Competitive Analysis, Cross-functional Team..., Budgets, Microsoft Excel, Finance, Data Analysis, Financial Modeling
Education
University of Arizona, Eller College of Management 2010 — 2012
Master of Business Administration (MBA)
Pontificia Universidad Católica de Chile
California State University-Fullerton 2006 — 2007
Bachelor of Arts in Business Administration, Finance
MBK Homes LLC March 2014 - Present
Pacific Urban Residential July 2013 - December 2013
WNC & Associates January 2012 - June 2013
Skills
Financial Modeling, Portfolio Management, Asset Management, Analysis, Variance Analysis, Financial Risk, Finance, Budgets, Accounts Receivable, Financial Analysis, Accounts Payable, Management, Due Diligence, Financial Reporting, Financial Statements, Microsoft Excel
Education
California State University-Fullerton - College of Business and Economics 2007 — 2010
Finance, General
CoreLogic May 2015 - Present
Abbo Tax October 2014 - May 2015
WNC & Associates January 2015 - April 2015
Optimum Employer Solutions LLC June 2014 - December 2014
Darden June 2011 - June 2014
Skills
Leadership, Tax, Corporate Tax, Tax Preparation, Accounts Payable, Accounting, Data Entry, Customer Service, Accounts Receivable, QuickBooks, Finance, Microsoft Excel, Tax Returns, Income Tax
Education
California Baptist University 2011 — 2015
Bachelor’s Degree, Accounting
TD April 2015 - Present
WNC & Associates October 2012 - April 2015
New Jersey Housing Mortgage Finance Agency September 1985 - September 2012
Skills
ability to lend,..., Mortgage Lending, Real Estate Transactions, Real Estate, Program Management, Financial Modeling, Loans, Affordable Housing, Management, Real Estate Development, Asset Managment, Asset Management, Banking, Due Diligence, Investments, Negotiation, Property, Property Management, Underwriting
Education
Rider University 1993 — 1997
Master of Arts (M.A.), Human Services, General
Hampton University 1980 — 1984
Bachelor's degree, Accounting and Finance
WNC & Associates July 2015 - Present
Restoration Media November 2014 - March 2015
First Financial May 2014 - August 2014
Skills
Budgeting, Finance, Business Development, Team Building, Strategic Planning, Customer Service, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Email Marketing, Marketing Strategy, Social Media, Lead Generation, Social Media Marketing, Social Networking
Education
California State University-Fullerton
B.A., Finance
Trabuco Hills
Guardian Real Estate Services July 2015 - Present
Nevada HAND January 2013 - July 2015
WNC & Associates June 2012 - January 2013
MidPen Housing Corporation April 2008 - June 2012
The Trada Group 2006 - 2008
SunAmerica Affordable Housing Partners 1999 - 2005
Equity Residential 1997 - 1999
Norris, Beggs & Simpson 1992 - 1995
Skills
Non-profits, Property Management, Affordable Housing, Asset Management, Real Estate, Asset Managment, LIHTC, Tax Credits, Apartments, Leases, Real Estate Development, Property, Nonprofits, Disposition, Real Estate Economics, Due Diligence, Fair Housing, Tenant, Negotiation, Lease Administration, Yardi Voyager, Lease Negotiations, Commercial Real Estate, HUD, Rentals, Real Estate Transactions, Section 8, Acquisitions, Brokerage, Entitlements, Investment Properties, Location Intelligence, Yardi, Residential Homes, Land Acquisition, Appraisals, Investors, Real Estate Financing, Landlords, Portfolio Management, Investments, Valuation, Underwriting, Contract Negotiation, Corporate Real Estate, Commercial Mortgages, Mortgage Lending, Land Development, Management, Leadership
Education
University of Oregon - Charles H. Lundquist College of Business 1986 — 1988
Master of Business, Accounting
Concordia University-Portland 1976 — 1980
BA, Social Work
Westside High School 1972 — 1976
WNC & Associates March 2013 - Present
Alliant Capital April 2012 - February 2013
WNC & Associates April 2011 - March 2012
Red Capital Group July 2001 - October 2010
Ernst & Young January 1998 - June 2001
Reznick Group 1996 - 1997
Education
American University Washington College of Law 1993 — 1996
JD, Law
The University of Texas at Austin 1989 — 1993
BA, Economics
Ruchman and Associates, Inc. October 2014 - Present
Key West Business Guild November 2013 - October 2014
IEEE Computer Society 2011 - December 2012
Steven Lucas Fine Arts June 2011 - October 2012
Professional Staffing Resources October 2010 - December 2011
Robert Half International 2009 - 2010
Robert Half International 2009 - 2010
WNC & Associates August 2007 - March 2009
Skills
Marketing Communications, Management, Nonprofits, Event Planning, Social Media, Microsoft Office, Public Speaking, Budgets, Administrative..., Event Management, Recruiting, Customer Service, Contract Negotiation, Fundraising, Public Relations, Non-profits, Proposal Writing, Project Planning, Human Resources, Research, Training, Marketing, Leadership, Social Media Marketing, Microsoft Excel, Project Management, Social Networking, Strategic Planning, Team Building, Time Management, Marketing Strategy, Team Leadership, Editing, Sales, Advertising
Education
Orange Coast College 2010 — 2012
TBD, General
WNC & Associates November 2010 - Present
Education
University of California, Berkeley 1998 — 2002
BA
CDK Enterprises August 2013 - Present
One Handspun Day, Corp. May 2011 - Present
WNC & Associates May 2009 - May 2011
WNC & Associates August 2008 - May 2010
WNC & Associates May 2006 - August 2008
Trotta Associates Marketing Research 2001 - 2002
Skills
Financial Analysis, Real Estate Economics, Budgets, Project Management, Research, Real Estate, Brand Management, Analysis, Market Research, Marketing, Financial Modeling, Entrepreneurship, Leadership, Product Development, Marketing Strategy, Management, Marketing Research, Brand Development, Strategy, Strategic Planning, Start-ups, Brand Development..., Competitive Analysis, Cross-functional Team..., Social Media Marketing
Education
University of Southern California - Marshall School of Business 2009 — 2012
MBA, Marketing, Entrepreneurship
University of California, Irvine 2003 — 2006
Bachelor of Arts (B.A.), Psychology
Colfax High School 1997 — 2001
WNC & Associates February 2015 - Present
Deutsche Bank September 2014 - February 2015
The Hartford December 2012 - September 2014
Nordstrom October 2003 - December 2012
Skills
Sales, Customer Service, Retail, Merchandising, Microsoft Excel, PowerPoint, Facebook, Visual Merchandising, Social Media, Microsoft Office, Microsoft Word, Marketing, Outlook
Education
California State University-Fullerton 2009 — 2012
Bachelor of Arts (B.A.), Finance - Risk Management & Insurance Concentration
Ortiz Accountancy Group 2014 - 2014
WNC & Associates 2011 - 2014
WNC & Associates 2007 - 2011
WNC & Associates 2006 - 2007
WNC & Associates 2004 - 2006
Enterprise Rent-A-Car 2004 - 2004
Skills
Portfolio Management
Education
University of California, Irvine - The Paul Merage School of Business
MBA
California State University-Fullerton
Bachelor of Business Administration (BBA), Finance, General
Mater Dei High School
DAUM Commercial Real Estate Services August 2011 - Present
PRES August 2010 - August 2011
American Pacific Real Estate January 2001 - January 2011
WNC & Associates January 1999 - April 2001
National Partnership Investment Corporation (NAPICO) December 1995 - January 1999
Skills
Investment Properties, Apartments, Investments, CCIM, Asset Managment, Commercial Real Estate, Due Diligence, Commercial Real Estate..., 1031 Exchanges, Sellers, Valuation, Affordable Housing, Financial Analysis, Commercial Real Estate..., Argus Modeling, Portfolio Management, Mortgage Lending, Real Estate, Property Management, Real Estate Transactions, Real Estate Economics, Leases, Real Estate Development, Asset Management
Education
Certified Commercial Investment Member (CCIM) 2004 — 2007
Full Designation, Real Estate Investment
Loyola Marymount University, College of Business Administration 1993 — 1995
Business Administration, Finance
Global Eagle Entertainment April 2015 - Present
WNC & Associates July 2013 - March 2015
Harvey & Company LLC September 2012 - June 2013
Lincoln Financial Advisors December 2012 - March 2013
Lincoln Financial Advisors May 2011 - December 2012
Skills
Investments, Analysis, Mergers & Acquisitions, Public Speaking, Time Management, Management, Leadership, Marketing, Valuation, Public Relations, Team Building, Negotiation, Market Research, Outstanding time..., Due Diligence, Corporate Finance, Sales, Oral & Written..., Organizational..., Problem Solving, Customer Experience, Investment Banking, Private Equity, Building Relationships, Social Security, Training, Strategic Financial..., Deal Sourcing, Financial Planning, Communication, Financial Forecasting, Financial & Operational...
Education
California State University-Fullerton 2008 — 2013
Bachelor of Business Administration (B.B.A.), Corporate Finance, Investments, Economics
Income Property Management June 2015 - Present
Guardian Management LLC April 2012 - April 2015
Legacy Management Group LLC December 2008 - March 2012
WNC & Associates March 2008 - November 2008
Guardian Management LLC February 1999 - June 2007
Guardian Management Corp January 1985 - February 1999
Skills
Apartments, Budgeting, LIHTC, Section 8, Security, HUD, Budget, Facilities Management, Management, Lease Administration, Property, Property Management, Affordable Housing, Budgets, Leases, Real Estate, Investment Properties, Disposition, Contract Negotiation, Tax Credits, Leadership, Fair Housing, Training, Outlook, Real Estate Economics, Yardi, Due Diligence, Rentals, Landlords, Residential Homes, Yardi Voyager, Lease Negotiations, Real Estate Transactions, Tenant, Asset Management, Real Estate Development
Education
DePaul University 1969 — 1970
Liberal Arts & Sciences
Wells Fargo July 2013 - Present
WNC & Associates September 2012 - July 2013
Indiana Housing and Community Development Authority March 2011 - September 2012
Indiana Housing and Community Development Authority May 2008 - April 2011
Indiana Housing and Community Development Authority January 2007 - May 2008
Indiana Housing and Community Development Authority June 2004 - November 2007
Morgan & Associates April 2003 - April 2004
Skills
Affordable Housing, Non-profits, Government, Real Estate Economics, LIHTC, Real Estate, Real Estate Development, Budgets, Rentals, Contract Negotiation, Real Estate Transactions, Property Management, Nonprofits, Leadership, Tax Credits, Fair Housing, HUD, Community Development, Apartments, Policy, Economic Development, Analysis, Leases, Property, Disposition, Grants, Financial Analysis, Portfolio Management, Operating Budgets, Loans, Asset Management, Finance, Program Management, Redevelopment, Commercial Real Estate, Due Diligence, Investment Properties, Risk Management, Acquisitions
Education
Indiana University Bloomington 1997 — 2002
Bachelor of Science, Public Afairs
Alden Torch Financial LLC November 2014 - Present
Comcap Asset Management November 2012 - October 2014
WNC & Associates June 2011 - November 2012
New England Financial July 2010 - June 2011
Intrepid Potash March 2010 - July 2010
American Housing Foundation February 2009 - May 2009
American Housing Foundation January 2007 - January 2009
American Housing Foundation January 2006 - January 2007
American Housing Foundation January 2003 - January 2006
American Housing Foundation June 2002 - January 2003
Skills
LIHTC, Tax Credits, Compliance, Section 8, HUD, USDA Rural Housing, Asset Management, Portfolio Management, Affordable Housing, Student Housing, Property Management, Financial Analysis, Site Inspections, Real Estate Development, Fair Housing, Operating Budgets, Real Estate Economics, Budgets, Property, Nonprofits, Contract Negotiation, Project Management, Disposition, Investments, Real Estate, Real Estate Transactions, Yardi, Finance, Leases, Investment Properties, Loans, Mergers & Acquisitions, Commercial Real Estate, Acquisitions, Lease Administration, Brokerage, Real Estate Financing, Rentals, OneSite, Tenant, Entitlements, HCCP, Investors, Valuation, Location Intelligence, Negotiation, Residential Homes, Tax Credit Compliance, Due Diligence, Dispositions
Education
Southern Methodist University 2005 — 2005
Professional Development Certificate Program, The Essentials of Finance and Accounting for Non-Financial Managers
University of Arkansas at Fayetteville 1995 — 2000
Bachelor's Degree, Small Business Management and Entrepreneurship
WNC & Associates June 1997 - Present
Edison Capital 1994 - 1997
The Koll Company 1991 - 1994
Irvine Company 1988 - 1991
Skills
LIHTC, Affordable Housing, Finance, Asset Management, Real Estate Economics, Property Management, Tax Credits, Real Estate Development, Due Diligence, Disposition, Investment Properties, Real Estate Transactions, Apartments, Dispositions, Real Estate
Education
Iowa State University 1983 — 1987
BBA, Real Estate Finance
McCormack Baron Salazar, Inc. July 2011 - Present
SunAmerica Affordable Housing Partners, Inc. 2008 - July 2011
The Rinehart Group, Inc. 2005 - 2008
WNC & Associates 2003 - 2005
AIMCO Capital – NAPICO - 2002 - 2003
Aon Capital Markets / SRS 1994 - 2002
Skills
Real Estate Economics, Property Management, Real Estate, Asset Management, Real Estate Development, Affordable Housing
Education
University of California, Irvine - The Paul Merage School of Business 2000 — 2002
Master of Business Administration (M.B.A.)
Extron Electronics 2008 - Present
IOGEAR 2007 - 2008
WNC & Associates 2004 - 2007
Unisys 1997 - 2002
Unisys 1996 - 1997
Unisys 1996 - 1996
Skills
Program Management, Product Marketing, Channel Marketing, Sales, Competitive Analysis, Channel Partners, Cross-functional Team..., Channel, Product Management, Multi-channel Marketing, Strategic Partnerships, Solution Selling, Business Development, SaaS, Product Development, Product Launch, Strategy
Education
University of California, Irvine
Bachelor of Arts (B.A.), Economics
WNC & Associates January 2007 - Present
Bankers Realty/ MSI Financial February 2003 - April 2005
Skills
Real Estate Transactions, Real Estate Economics, Underwriting, Due Diligence, Affordable Housing, Project Management, Financial Analysis, Commercial Real Estate, Event Planning
Education
Golden West College
Real Estate/ Business Finance
Red Stone Partners April 2013 - Present
WNC & Associates March 2011 - March 2013
MacFarlane Costa Housing Partners / MCA Housing Partners February 2010 - March 2011
JRK Residential Group January 2009 - February 2010
SCI Real Estate Investments June 2007 - November 2008
Formation Capital, LLC September 2006 - June 2007
RHA, Inc. March 1999 - September 2006
Skills
Asset Management, Distressed Property, Multi-family, LIHTC, Student Housing, Work Out, Real Estate, Asset Managment, Acquisitions, Finance, Property, Affordable Housing, Financial Analysis, Entitlements, Real Estate Development, Real Estate Economics, Tax Credits, Apartments, Property Management, Disposition, Commercial Real Estate, Real Estate Financing, Leases, Due Diligence
Education
Emory University - Goizueta Business School 2002 — 2003
EMBA
Kennesaw State University - Michael J. Coles College of Business
BBA, Accounting
WNC & Associates May 2013 - Present
StrataCare, A Xerox Company October 2012 - May 2013
StrataCare, A Xerox Company October 2009 - October 2012
Grubb and Ellis May 2008 - October 2009
SpotRunner Inc. April 2007 - May 2008
New Century June 2006 - April 2007
Secova Inc. June 2004 - June 2006
Family Care Network July 2001 - June 2004
County of San Luis Obispo 2000 - 2004
Skills
SQL, SQL Server, SSRS, Business Intelligence, SSIS, C#, Database Design, T-SQL, ETL, Visual Basic, Databases, SharePoint, ASP.NET, Data Warehousing, Java, Data Analysis, Data Modeling, SDLC, Database Administration, Microstrategy, Performance Tuning, Requirements Analysis, iQ4Bis, SSAS, Microsoft SQL Server, VB.NET, Enterprise Architecture, Analysis Services, Agile Methodologies, Analytics
Education
California Polytechnic State University-San Luis Obispo 1999 — 2003
Computer Science
University of California, Los Angeles 1992 — 1996
BS, Chemical Engineering
WNC & Associates May 2008 - Present
WNC & Associates June 2007 - Present
WNC & Associates June 2004 - Present
State Street December 2002 - June 2004
Education
California State University-Fullerton 1999 — 2002
MBA
Peking University 1990 — 1995
B.A.
California Housing Partnership Corporation July 2013 - Present
LINC Housing Corporation October 2007 - July 2013
WNC & Associates September 2006 - October 2007
HUD Denver Multifamily Hub 2004 - 2006
Skills
Affordable Housing, Real Estate Development, Real Estate Economics, Real Estate, Asset Management, Real Estate Financing, Disposition, Underwriting, Property Management, Due Diligence, Community Development, Redevelopment, Zoning, Green Building, Residential Homes, Contract Negotiation, Urban Planning, Asset Managment, Land Use Planning, Entitlements, Project Management, Financial Analysis, Land Acquisition, Grants, Nonprofits, Sustainability, Site Planning, Comprehensive Planning, Investment Properties, Community Outreach, Construction Management, Acquisitions, Apartments, Construction, Program Development, Feasibility Studies, Economic Development, Land Development, Portfolio Management, Commercial Real Estate, Strategic Planning, Financial Modeling, Location Intelligence, Mixed-use, Sustainable Design
Education
University of Colorado Denver 2003 — 2006
Master of Urban and Regional Planning
University of Maryland College Park 1992 — 1995
BA, Political Science
Hartwick College 1991 — 1992
Precept February 2014 - Present
Kaiser Permanente 2008 - February 2014
WNC & Associates 2006 - 2008
Southern California Edison (SCE) 2002 - 2003
Skills
Financial Analysis, Process Improvement, Risk Management, Strategic Planning, Insurance, Microsoft Excel, Data Analysis, Financial Modeling, Marketing, Underwriting, Analysis
Education
University of California, Irvine 2000 — 2004
Bachelor of Science (BS), International/Global Studies
Whitney High School 1994 — 2000
SunTrust Bank July 2014 - Present
Insite Atlantic LLC January 2009 - July 2014
WNC & Associates December 2012 - January 2014
Alliant Capital LLC March 2011 - December 2012
Kingston Capital Group July 2008 - July 2009
The Richman Group Affordable Housing Corporation 2005 - 2008
Wachovia, A Wells Fargo Company April 1996 - December 2004
The Reznick Group 1993 - 1996
Skills
Asset Management, Real Estate Economics, LIHTC, Property, Property Management, Affordable Housing, Asset Managment, Real Estate, Financial Analysis, Apartments, Disposition, Financial Modeling, Real Estate Financing, Underwriting, Real Estate Development, Due Diligence, Real Estate Transactions, Investments, Tax Credits, Leases, Syndications
Education
University of Rhode Island - College of Business Administration 1987 — 1991
Bachelor of Science (BS), Accounting
Kango Development January 2006 - Present
WNC & Associates 2004 - 2006
Los Angeles Community Design Center 2002 - 2005
Skills
Affordable Housing, LEED AP, Green, Green Building, Real Estate Development, Sustainability, Energy Efficiency, Architecture, Construction, LEED, Urban Planning, Real Estate, Mixed-use, Sustainable Design, Value Engineering, Renovation, Construction Management, Entitlements, Comprehensive Planning, Redevelopment, Architectural Design, Zoning, Residential Homes, Urban Design, Land Use Planning, Feasibility Studies, Sustainable Architecture, Disposition, Land Use, Apartments, Historic Preservation, Submittals, Residential Design, Tax Credits, Adaptive Reuse, Land Acquisition, Sustainability..., Urban Regeneration, Site Planning, Architectures
Education
Antioch College
Bachelor of Arts
Stanford University
Master of Arts, Institute for Communications Research
Walnut Hills High School
WNC & Associates October 1999 - Present
TruStone Financial August 2008 - Present
Skills
LIHTC, Affordable Housing, Tax Credits, Real Estate Economics, Real Estate Development, Apartments, Disposition, Real Estate, Leases, Real Estate Transactions, Due Diligence, Investment Properties, Finance, Property, Underwriting, Loans, Residential Homes, Real Estate Financing
Education
Saint Cloud State University - G.R. Herberger College of Business 1989 — 1993
Finance
Aalborg University 1990 — 1991
SCSU - Finance
Craig-Hallum Capital Group October 2011 - Present
Allianz Investment Management June 2011 - September 2011
Aristotle Fund September 2010 - August 2011
WNC & Associates September 2010 - April 2011
USBank June 2010 - September 2010
DealPen LLC January 2010 - May 2010
Wells Fargo Home Mortgage January 2009 - August 2009
Skills
Financial Modeling, Loans, Equities, Finance, Investments, Financial Analysis, Valuation, Corporate Finance, Microsoft Excel, Bloomberg, Mutual Funds, Leadership, Equity Research, Due Diligence, Capital Markets, Equity Valuation
Education
University of St. Thomas - Opus College of Business 2009 — 2011
MBA, FInance
University of Saint Thomas - School of Business 2006 — 2008
BA, Finance
Pontificia Universidad Católica del Perú
highschool
WNC & Associates June 2012 - Present
Palm Communities June 2011 - January 2012
Federal Deposit Insurance Corporation, Division of Resolutions & Receiverships February 2009 - June 2011
Gellis Real Estate November 2008 - February 2009
MACFARLANE COSTA HOUSING PARTNERS, LLC 2005 - November 2008
SIMPSON HOUSING SOLUTIONS, LLC 2005 - 2005
Skills
Contract Management, Land Acquisition, Project Management, Contractor Oversight, Budget Analysis, Due Diligence, Asset Valuation, Financial Modeling, Real Estate, Real Estate Development, Real Estate Finance, Dispositions, Investment Properties, Apartments, Brokerage, Negotiation, Entitlements, Site Selection, Land, Strategic Planning, Asset, Portfolio Management, Financial Analysis, Real Estate Investment, Asset Management, Mergers, Real Estate Economics, Valuation, Asset Managment, Banking, Disposition, Budgets, Analysis, Location Intelligence, Loans, Contractors, Finance, Affordable Housing, Commercial Real Estate, Leadership, Mergers & Acquisitions, Property Management, Property, Residential Homes, Risk Management, Leases, Real Estate Financing, Real Estate Transactions, Acquisitions, Investments
Education
Drexel University 2010 — 2012
MBA, Finance
FDIC Corporate University 2009 — 2009
Certifications, Resolutions & Receiverships
University of California, Riverside 2001 — 2005
BS, Business Administration
Allied Real Estate School 2003 — 2004
Broker License, REAL ESTATE
WNC & Associates May 2002 - Present
Steadfast Companies July 2001 - May 2002
WNC & Associates, Inc. October 1997 - July 2001
Alpha Property Management, Inc. 1991 - 1995
Western Investment 1989 - 1991
Skills
LIHTC, Tax Credits, Affordable Housing, Real Estate, Asset Managment, HCCP, Asset Management, Real Estate Economics, Residential Homes, Section 8, Apartments, Fair Housing, Rentals, Disposition, Real Estate Development, Property Management, Credit, Leases, HUD, Due Diligence, Yardi, Lease Administration, Financial Analysis, Property, Investment Properties, Commercial Real Estate
Education
California State University-Long Beach
WNC & Associates September 2011 - Present
WNC Capital Corporation October 2014 - Present
CORE Realty Holdings, LLC May 2008 - July 2010
Brookstreet Securities Corporation May 2006 - June 2007
Triple Net Properties / Grubb & Ellis March 2004 - November 2006
Skills
Investments, Investor Relations, Series 7, Real Estate, Project Management, Management, LIHTC, REIT, DST, 1031 Exchanges, Series 24, Acquisitions, MBA, Economics, Analysis, Report Writing, Presentations, Education, Project Planning, TIC, Asset Management, Due Diligence, Alternative Investments
Education
Chapman University, The George L. Argyros School of Business and Economics 2004 — 2008
MBA
Westminster College 1997 — 2000
BS, Economics
LabWest, Inc. March 2007 - Present
WNC & Associates 2003 - 2007
Skills
Accounting, Variance Analysis
Education
University of California, Irvine 1994 — 1999
Ignite Visibility August 2014 - Present
University of California, San Diego July 2014 - Present
Owning Your Own January 2014 - Present
BRIM Agency, Inc. February 2011 - January 2014
Search Optics, Inc. June 2010 - January 2011
SEOP June 2009 - June 2010
SEO Inc. June 2007 - May 2009
America Funding March 2006 - June 2007
WNC & Associates March 2004 - March 2006
AIMCO February 2002 - April 2004
Skills
SEM, Google Analytics, Google Adwords, Google Webmaster Tools, Web Marketing, MSN AdCenter, Web Design, HTML, CSS, Photoshop, Microsoft Excel, Graphic Design, JavaScript, XML, PowerPoint, Access, Finance, Microsoft Word, Outlook, SEO, Social Media Marketing, Web Analytics, PPC, Social Media, Online Marketing, Digital Marketing, Affiliate Marketing, Landing Page..., Keyword Research, Organic Search, Marketing, E-commerce, Link Building, Email Marketing, Analytics, Facebook, Copywriting, Conversion Optimization, Local Search, Online Reputation..., SEO copywriting, Online Lead Generation, Display Advertising, Search Advertising, SMO, Website Development, Omniture, Online Advertising
Education
University of Southern California 1992 — 1996
Stewart Surfboards July 2008 - Present
WNC & Associates February 2006 - July 2008
Education
University of California, Irvine 2000 — 2005
BA, Political Science
WNC & Associates October 2010 - Present
Skills
Asset Management, Financial Analysis, Public Speaking, PowerPoint, Accounting, Strategic Planning, Finance, Investments, Underwriting, Microsoft Excel, Microsoft Word, Credit, Forecasting, Management, Due Diligence, Financial Modeling, Real Estate, Portfolio Management, Real Estate Economics, Valuation, Analysis, Project Management, Financial Reporting
Education
Augsburg College 2011 — 2013
Master of Business Administration (MBA), MBA Concentration - Finance
University of Phoenix 2008 — 2011
Bachelors, Finance
Northeast Wisconsin Technical College 2006 — 2008
Associate's, Business Management
WNC & Associates Sr. Project Manager - AcquisitionsWNC & AssociatesJuly 2011 - September 2014
with Affordable Housing Specialty 2010 - July 2011
MacFarland Costa Housing Partner (formerly Simpson Housing Solutions) September 2002 - November 2008
Chinatown Service Center 1997 - 2002
Skills
Economic Development, Project Management, Affordable Housing, Budgets, Entitlements, Project Planning, Real Estate Financing, Real Estate, Feasibility Studies, Real Estate Development, Real Estate Economics, Acquisitions, Disposition, Apartments, Property Management, LIHTC
Education
University of California, Los Angeles
MA, Urban Planning
WNC & Associates February 2015 - Present
Vertical Capital 2011 - Present
Tax Credit Group of Marcus & Millichap July 2012 - November 2013
Jackson Square Properties December 2007 - May 2011
Jackson Square Properties March 2007 - December 2007
Beyond International January 2006 - August 2006
Moneypenny Financial Services June 2005 - July 2005
Skills
Disposition, Asset Managment, Investment Properties, Real Estate, Multifamily Equity, Debt, Real Estate Private...
Education
University of Newcastle 2002 — 2006
Bachelor, Economics & Finance
WNC & Associates April 2014 - Present
Edison Mission Energy 1997 - March 2014
Education
Cornell University 1984 — 1987
BS, Hotel and Restaurant Mgt.
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (M.B.A.), Real Estate
WNC & Associates October 2014 - Present
WNC & Associates September 2009 - October 2014
WNC & Associates June 2007 - September 2009
WNC & Associates October 2003 - June 2007
BDO USA, LLP November 1999 - October 2003
Skills
LIHTC, Auditing, Due Diligence, Affordable Housing, Project Management, Accounting, Real Estate Economics, Tax Credits, Asset Management, Portfolio Management, Financial Modeling, Real Estate Development
Education
California State Polytechnic University-Pomona 1996 — 1999
Bachelor of Science (B.S.), Accounting
WNC & Associates October 2012 - Present
WNC & Associates September 2011 - October 2012
WNC & Associates June 2010 - September 2011
Kuhler & Associates February 2009 - June 2010
FountainGlen Properties January 2008 - October 2008
Skills
Affordable Housing
Education
California Polytechnic State University-San Luis Obispo 2002 — 2007
BS, Economics
Diamond Bar High School 1998 — 2002
Auction.com June 2013 - Present
Carrington Mortgage Holdings September 2012 - June 2013
Yamaha Motor Corporation, USA December 2009 - September 2012
Flight Deck Resources November 2008 - February 2009
WNC & Associates March 2006 - November 2008
Cal First Lease January 2005 - February 2006
Skills
Financial Analysis, Forecasting, Financial Modeling, Accounting, Budgets, Financial Reporting, Finance, Variance Analysis, Microsoft Excel, Portfolio Management, Valuation, Due Diligence, Credit, PowerPoint, Financial Statement..., Financial Services, Access
Education
California State University-Fullerton - College of Business and Economics 2011 — 2013
MBA, Business Administration and Management, General
California State University-Fullerton, Mihaylo College of Business and Economics 2002 — 2004
Business Administration, Finance
LBA Realty July 2012 - Present
WNC & Associates September 2010 - June 2012
WNC & Associates October 2007 - August 2010
Havey & Company January 2006 - September 2006
Skills
Valuation, Financial Modeling, Mergers, Finance, Real Estate Economics, Asset Managment, Financial Analysis, Real Estate, Property Management, Real Estate Development, Due Diligence, Investments, Investment Properties, Tax Credits, Affordable Housing
Education
California State Polytechnic University-Pomona 2003 — 2007
Finace, Real Estate & Law
Citi Community Capital June 2010 - Present
All American RE & Consulting 2006 - June 2010
AIMCO March 2007 - September 2009
Capmark 2003 - 2007
WNC & Associates 1998 - 2000
Grubb & Ellis 1992 - 1997
Skills
LIHTC, Income Property..., Registered Housing..., Affordable Housing, Real Estate, Asset Management, Portfolio Management, Real Estate Financing, Investments, Property, Apartments, Real Estate Transactions, Real Estate Economics, Commercial Real Estate, Investment Properties, Acquisitions, Property Management, Due Diligence
Education
University of California, Los Angeles
BS, Math/Economics
AUM LLC July 2012 - Present
Lehman Brothers Bank nka Aurora Bank Commercial FSB 2009 - August 2012
Simpson Housing LLLP 2004 - 2008
WNC & Associates 1998 - 2004
Bear Stearns Companies February 1998 - July 1998
Hedge Fund Capital Partners, LLC 1995 - 1998
Teachers Management & Investment Corp 1987 - 1995
KPMG, Ernst & Young LLPM 1982 - 1987
Purdue University 1981 - 1985
Skills
Asset Management, Real Estate Economics, Real Estate, Due Diligence, Commercial Real Estate, Credit, Finance, Asset Managment, Risk Management, Banking, Financial Analysis, Financial Modeling, Apartments, Management, Real Estate Development, Portfolio Management, Accounting, Hedge Funds, Securities, Management Consulting, Investment Banking, Entitlements, Hotels, Databases, Real Estate Finance, Affinity Marketing, Investments, Dispositions, Valuation, Investment Properties, Loans
Education
Northwestern University
MBA, Accounting, Info Sys
Oxford University - Green Templeton College
Post Grad study
University of Illinois at Chicago
Bachelor of Arts (BA), Math and Psychology
Burris Const January 2006 - Present
Mir, Mitchell & Co., LLP January 2009 - January 2012
Mir, Mitchell & Co., LLP January 2009 - January 2012
WNC & Associates 2006 - 2011
Skills
Due Diligence, Affordable Housing, Budgets, Contract Management, Real Estate, Real Estate Economics, Real Estate Development, Asset Managment, Subcontracting, Construction, Asset Management, Construction Management, Banking, Loans, Pre-construction, LEED, Constructability, Financial Analysis, CPM Scheduling, Underwriting, Project Control, Disposition, Loan Origination, Project Estimation, Asset, Valuation, Investment Properties, Finance, Portfolio Management, Contract Negotiation, Residential Homes, Project Bidding, Credit, Mergers & Acquisitions, Entitlements, Commercial Real Estate, Mortgage Banking, Mortgage Lending, Residential Mortgages, Commercial Lending, Refinance, Risk Management, Loan Servicing, Credit Analysis, Value Engineering, Negotiation, Contractors, Analysis, Process Scheduler, Property Management
Education
UCI 1990 — 1992
Construction Management
WNC & Associates August 2015 - Present
Anaheim City Attorney's Office July 2015 - Present
The Hernderson Group April 2015 - June 2015
Whalen LLP March 2015 - March 2015
First American Title September 2014 - February 2015
Gilsleider, McMahon & Hermanson May 2012 - September 2014
Progressive November 2006 - August 2011
William Lyon Homes May 2005 - August 2005
Skills
Insurance, Claim, Customer Service, Liability, Litigation, Westlaw, Legal Research, Legal Writing, Microsoft Office, Mediation, Public Speaking, LexisNexis, Research, Microsoft Excel
Education
Chapman University, School of Law 2011 — 2014
Doctor of Law (J.D.), Environmental, Land Use, and Real Estate Law
University of Southern California 2003 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Affordable Housing Partners May 2012 - Present
WNC & Associates May 2011 - May 2012
Red Capital Group 2006 - 2010
Paramount Financial Group/GMAC 2002 - 2006
SunAmerica Afforadble Housing Partners 1996 - 2002
Skills
Affordable Housing, Real Estate, Tax Credits, LIHTC, Affordable Housing..., Real Estate Finance, Real Estate Development, Real Estate Investment
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 1990 — 1991
MS, Real Estate Development
Columbia University in the City of New York 1983 — 1987
BA, Urban Studies
Abode Communities November 2013 - Present
National Community Renaissance September 2009 - June 2012
MCA Housing Partners October 2002 - May 2009
WNC & Associates October 2000 - October 2002
Edison Capital April 1998 - October 2000
SBD Group April 1988 - April 1998
Skills
Asset Management, LIHTC, Real Estate, Tax Credits, Affordable Housing, Real Estate Finance, Property Management, Compliance, Real Estate Economics
Education
California State University-Fullerton 1981 — 1986
BA, Communications/Advertising
Ricoh Americas Corporation June 2015 - Present
Ricoh Americas Corporation November 2014 - June 2015
Ricoh Americas Corporation April 2009 - October 2014
Ricoh Americas Corporation October 2000 - April 2009
Xerox 1999 - 2000
Xerox Corporation 1997 - 1999
WNC & Associates 1995 - 1997
Boston Financial Investment Management 1993 - 1995
Skills
Solution Selling, Sales Operations, Sales Process, Selling, Salesforce.com, Document Management, Strategy, Account Management, Direct Sales, Sales, Cloud Computing, SaaS, Competitive Analysis, Key Account Management, B2B, Customer Retention, Pre-sales, Managed Services, Managed Print Services, Professional Services, Product Launch, Marketing, Management, Lead Generation, Selling Skills, Sales Presentations, Leadership, Product Marketing, Coaching, Sales Management, Business Development, Strategic Partnerships, CRM, Cold Calling, New Business Development, Enterprise Software, Program Management, Channel Partners, Customer Satisfaction, Contract Negotiation, Team Leadership, Product Management, Cross-functional Team..., Go-to-market Strategy, Business Alliances, P&L Management, Partner Management, Networking, Software Industry, Adobe Captivate
Education
Portland State University 2002 — 2005
Graduate Certification, Training Management
California State University, Fresno 1989 — 1992
BA, Liberal Studies, Journalism
Affordable Market Analytics February 2012 - Present
Centerline Capital Group March 2010 - December 2011
WNC & Associates September 2006 - January 2010
Verizon Capital Corporation July 2002 - September 2006
Sterling Financial October 1998 - May 2002
Enterprise Social Investment Corporation July 1997 - October 1998
Prudential Insurance August 1994 - July 1997
New York City Housing Authority November 1985 - August 1994
Skills
Asset Management, Real Estate, Tax Credits, LIHTC, Portfolio Management, Construction Management, Affordable Housing, Asset Managment, Investments, Due Diligence, Property Management, Finance, Property, Commercial Real Estate, Accounting, Real Estate Development, Disposition, Leases, Real Estate Economics, Real Estate Financing, Real Estate Transactions, Apartments, Valuation, HUD, Investment Properties, Dispositions
Education
New York University 1990 — 1993
MS, Real Estate Investment
Bowling Green State University 1983 — 1985
Masters of Public Administration, Intergovernmental Relations
Manhattan College 1979 — 1983
BA, Political Science & Economics
WNC & Associates November 2013 - Present
Wentwood Capital Advisors, LP June 2011 - November 2013
CMC AMERICAS April 2010 - August 2011
Skills
Accounts Payable, Accounting, Management, Leadership, Finance, Training, Financial Analysis, Financial Reporting, Research, Financial Modeling, Microsoft Excel, Private Equity, Budgets, Outlook, Microsoft Office, PowerPoint, Due Diligence, Microsoft Word, Data Analysis, Investments, Portfolio Management
Education
Louisiana State University 2006 — 2009
Bachelors of Science, Accounting
University of Louisiana at Monroe 2004 — 2006
WNC & Associates
Skills
Asset Management, Investment Properties, Property Management, Real Estate Economics, Real Estate Development
Education
UCI
Economics & Political Science
JPMorgan Chase 2011 - Present
WNC & Associates 2007 - 2009
National Core/National Housing Development Corp 2004 - 2007
Service Concepts Unlimited, Inc. 2001 - 2004
JMG Realty, Inc. 1999 - 2001
Flagship PDG/Flagship Reconstruction Associates 1995 - 1999
Education
Sam Houston State University
Baker Tilly Virchow Krause, LLP January 2012 - September 2012
WNC & Associates April 2004 - December 2011
Wells Fargo January 2001 - April 2004
Wells Fargo Bank June 1992 - January 2001
Skills
Portfolio Management, Finance, Microsoft Excel, Real Estate Financing
Education
Santa Clara University 1985 — 1986
Master of Business Administration (MBA), Finance
Santa Clara University 1976 — 1979
BSC, Finance
WNC & Associates September 2013 - Present
WNC & Associates July 2011 - August 2013
AMIRAL GROUP January 2010 - December 2010
Skills
Asset Management, Financial Analysis, Financial Reporting, Financial Modeling, LIHTC, Investor Relations, Investments, Investment Properties, Portfolio Management, Tax Credits, Tax Returns, Partnerships, Partnership Taxation, Data Analysis, Analysis, Real Estate Economics, Real Estate Financing, Affordable Housing
Education
San Diego State University-California State University 2004 — 2007
Bachelor of Arts (B.A.), B.A. in Political Science; Minor in Business Administration, 3.91 GPA