AmREIT Company
Industry: Real estate investment trust company
DescriptionAmREIT, Inc. was a real estate investment trust that invested in shopping centers in Texas and Atlanta, Georgia. The company also managed real estate investment funds for high net worth individuals and in partnership with JPMorgan Chase and Goldman Sachs. Headquarters: Houston, TX Founder: H Kerr Taylor Founded: January 1985 Defunct: February 18, 2015 Subsidiaries: AmREIT Uptown Park LP,
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AmREIT Employees
Employee
Years
Job
Industry
Debbie (Lucas) Pontikas Debbie (Lucas) Pontikas's AmREIT Experience 2003 - 2006
Job REALTOR at The SRL Group & Owner of Poshinary
Industry Real Estate
Experience
The SRL Group September 2014 - Present
Poshinary January 2010 - Present
Walton International Group March 2010 - December 2011
Cole Real Estate Investments April 2009 - March 2010
Cole Real Estate Investments February 2007 - April 2009
AmREIT 2003 - 2006
Skills
Public Relations, Marketing, Marketing Strategy, Corporate Communications, Strategic Planning, Investments, Project Management, Real Estate, Product Marketing, Email Marketing, Advertising, Business Development, Strategy
Education
Rice University - Jesse H. Jones Graduate School of Business 2011 — 2013
Master of Business Administration (MBA)
Rice University 2001 — 2003
MBA
The SRL Group September 2014 - Present
Poshinary January 2010 - Present
Walton International Group March 2010 - December 2011
Cole Real Estate Investments April 2009 - March 2010
Cole Real Estate Investments February 2007 - April 2009
AmREIT 2003 - 2006
Skills
Public Relations, Marketing, Marketing Strategy, Corporate Communications, Strategic Planning, Investments, Project Management, Real Estate, Product Marketing, Email Marketing, Advertising, Business Development, Strategy
Education
Rice University - Jesse H. Jones Graduate School of Business 2011 — 2013
Master of Business Administration (MBA)
Rice University 2001 — 2003
MBA
Jeff Noblin Jeff Noblin's AmREIT Experience December 2000 - November 2008
Job Wholesaler at Realty Capital Securities
Industry Financial Services
Experience
Realty Capital Securities November 2008 - Present
AmREIT December 2000 - November 2008
Dean Witter Reynolds Inc. April 1997 - December 2000
Skills
Series 7, Series 63, Series 24, Securities, Asset Managment, Mutual Funds, 401k, Investments, Retirement Planning
Education
Texas A&M University 1991 — 1993
MBA, Finance
Mississippi State University - College of Business and Industry 1987 — 1991
BBA, Marketing / Sociology
Realty Capital Securities November 2008 - Present
AmREIT December 2000 - November 2008
Dean Witter Reynolds Inc. April 1997 - December 2000
Skills
Series 7, Series 63, Series 24, Securities, Asset Managment, Mutual Funds, 401k, Investments, Retirement Planning
Education
Texas A&M University 1991 — 1993
MBA, Finance
Mississippi State University - College of Business and Industry 1987 — 1991
BBA, Marketing / Sociology
Tenel Tayar Tenel Tayar's AmREIT Experience January 2003 - Present
Job VP Investments at EDENS
Industry Real Estate
Experience
EDENS February 2015 - Present
AmREIT January 2003 - Present
Education
Southern Methodist University - Cox School of Business
Master of Business Administration (MBA)
The University of Texas at Austin
Bachelor of Business Administration (BBA)
EDENS February 2015 - Present
AmREIT January 2003 - Present
Education
Southern Methodist University - Cox School of Business
Master of Business Administration (MBA)
The University of Texas at Austin
Bachelor of Business Administration (BBA)
Samantha Walter's AmREIT Experience July 2014 - February 2015
Job Investments Project Coordinator Texas at EDENS : Connective Retail
Industry Commercial Real Estate
Experience
EDENS : Connective Retail February 2015 - Present
AmREIT July 2014 - February 2015
Savills Studley November 2011 - July 2014
Glenwood Systems, LLC September 2009 - August 2010
Cbeyond May 2008 - March 2010
Real Time Resolutions May 2007 - October 2007
Skills
Sales, Sales Management, Cold Calling, Telecommunications, Marketing, Training, Business Development, Customer Service, Contract Negotiation, Direct Sales, Accounting, Microsoft Office, Networking, Leadership, Salesforce.com, Cost Projections, Financial Analysis
Education
Baylor University 2001 — 2005
Bachelor of Arts, Art History & Psychology
Florence University of the Arts 2006 — 2006
EDENS : Connective Retail February 2015 - Present
AmREIT July 2014 - February 2015
Savills Studley November 2011 - July 2014
Glenwood Systems, LLC September 2009 - August 2010
Cbeyond May 2008 - March 2010
Real Time Resolutions May 2007 - October 2007
Skills
Sales, Sales Management, Cold Calling, Telecommunications, Marketing, Training, Business Development, Customer Service, Contract Negotiation, Direct Sales, Accounting, Microsoft Office, Networking, Leadership, Salesforce.com, Cost Projections, Financial Analysis
Education
Baylor University 2001 — 2005
Bachelor of Arts, Art History & Psychology
Florence University of the Arts 2006 — 2006
Rollie Lynn Rollie Lynn's AmREIT Experience January 1997 - August 2000
Job RETIRED from Freddie Mac
Industry Financial Services
Experience
Freddie Mac January 2014 - Present
Freddie Mac September 2000 - Present
AmREIT January 1997 - August 2000
Long Beach Acceptance Corp 1994 - 1997
Long Beach Mortgage 1994 - 1996
American Residential Mortgage Corporation 1991 - 1994
IMPERIAL CORPORATION OF AMERICA 1987 - 1991
Skills
Securitization, Capital Markets, Mortgage Banking, MBS
Education
California State University - Chico
Freddie Mac January 2014 - Present
Freddie Mac September 2000 - Present
AmREIT January 1997 - August 2000
Long Beach Acceptance Corp 1994 - 1997
Long Beach Mortgage 1994 - 1996
American Residential Mortgage Corporation 1991 - 1994
IMPERIAL CORPORATION OF AMERICA 1987 - 1991
Skills
Securitization, Capital Markets, Mortgage Banking, MBS
Education
California State University - Chico
Cody Roskelley's AmREIT Experience May 2005 - August 2009
Job Vice President of Investments & Operations for International Interests
Industry Real Estate
Experience
International Interests December 2009 - Present
AmREIT May 2005 - August 2009
Skills
Real Estate Development, Investment Properties, Real Estate, Real Estate Economics, Disposition, Commercial Real Estate, Property Management, Apartments, Property, Real Estate Transactions, Leases, Due Diligence, Investors, Contract Negotiation, Location Intelligence, Acquisitions, Shopping Centers, Leadership, Asset Management, Asset Managment, Financial Analysis, Corporate Real Estate, Valuation, REO, Landlords, Entitlements, Portfolio Management, Sellers, Tenant, Lease Negotiations, Lease Administration, Commercial Mortgages, Residential Homes, Training, Multi-family Investments, Underwriting, Distress Properties, Turn Around Management, Real Estate Financing, Multi-family, Apartment Rehab, Distressed Debt, Dispositions
Education
Rice University 2003 — 2005
MBA, Finance & Real Estate
Brigham Young University 1999 — 2001
Bachelor of Business Administration (B.B.A.), Finance & Real Estate
International Interests December 2009 - Present
AmREIT May 2005 - August 2009
Skills
Real Estate Development, Investment Properties, Real Estate, Real Estate Economics, Disposition, Commercial Real Estate, Property Management, Apartments, Property, Real Estate Transactions, Leases, Due Diligence, Investors, Contract Negotiation, Location Intelligence, Acquisitions, Shopping Centers, Leadership, Asset Management, Asset Managment, Financial Analysis, Corporate Real Estate, Valuation, REO, Landlords, Entitlements, Portfolio Management, Sellers, Tenant, Lease Negotiations, Lease Administration, Commercial Mortgages, Residential Homes, Training, Multi-family Investments, Underwriting, Distress Properties, Turn Around Management, Real Estate Financing, Multi-family, Apartment Rehab, Distressed Debt, Dispositions
Education
Rice University 2003 — 2005
MBA, Finance & Real Estate
Brigham Young University 1999 — 2001
Bachelor of Business Administration (B.B.A.), Finance & Real Estate
Gary Callahan's AmREIT Experience July 2004 - November 2007
Job Vice President Sales
Industry Financial Services
Experience
Resource Real Estate August 2014 - Present
Behringer Harvard May 2013 - Present
Fidelity Investments August 2012 - Present
Priority Capital Group/ Griffin Capital October 2009 - April 2012
Transamerica December 2007 - August 2009
AmREIT July 2004 - November 2007
Lincoln Financial Group July 2001 - June 2004
BNY Mellon 1993 - 2001
Skills
Series 7, Series 6, Alternative Investments, Mutual Funds, Asset Allocation, Series 63, Series 66, NJ Life Insurance ...
Education
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1988
Bachelor of Arts (B.A.), Communication, General
Resource Real Estate August 2014 - Present
Behringer Harvard May 2013 - Present
Fidelity Investments August 2012 - Present
Priority Capital Group/ Griffin Capital October 2009 - April 2012
Transamerica December 2007 - August 2009
AmREIT July 2004 - November 2007
Lincoln Financial Group July 2001 - June 2004
BNY Mellon 1993 - 2001
Skills
Series 7, Series 6, Alternative Investments, Mutual Funds, Asset Allocation, Series 63, Series 66, NJ Life Insurance ...
Education
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1988
Bachelor of Arts (B.A.), Communication, General
Christian Pescatore's AmREIT Experience January 2008 - January 2009
Job Solution Account Manager, CA Cloud Service Managment at CA Technologies
Industry Computer Software
Experience
CA Technologies April 2014 - Present
CA Technologies April 2013 - April 2014
CA Technologies August 2012 - March 2013
BMC Software November 2011 - August 2012
BMC Software November 2010 - January 2012
BSC Solar, LLC November 2009 - November 2010
Commercial Capital, Inc January 2009 - October 2009
AmREIT January 2008 - January 2009
Lord Abbett January 2006 - January 2008
Lord Abbett March 2005 - January 2006
Skills
Software Sales, Solution Selling, Enterprise Software, SaaS, Cloud Computing, Salesforce.com, Software Consulting, Team Leadership, Sales Process, Virtualization, Software Industry, Business Development, Account Management, Strategy, Sales Enablement, Data Center, Professional Services, Management, Security, Partner Management, Go-to-market Strategy, Sales, IT Service Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1999
BA, Political Science, History
CA Technologies April 2014 - Present
CA Technologies April 2013 - April 2014
CA Technologies August 2012 - March 2013
BMC Software November 2011 - August 2012
BMC Software November 2010 - January 2012
BSC Solar, LLC November 2009 - November 2010
Commercial Capital, Inc January 2009 - October 2009
AmREIT January 2008 - January 2009
Lord Abbett January 2006 - January 2008
Lord Abbett March 2005 - January 2006
Skills
Software Sales, Solution Selling, Enterprise Software, SaaS, Cloud Computing, Salesforce.com, Software Consulting, Team Leadership, Sales Process, Virtualization, Software Industry, Business Development, Account Management, Strategy, Sales Enablement, Data Center, Professional Services, Management, Security, Partner Management, Go-to-market Strategy, Sales, IT Service Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1995 — 1999
BA, Political Science, History
Craig Perry, CRX, CSM's AmREIT Experience January 2008 - Present
Job Regional Property Manager at EDENS
Industry Real Estate
Experience
EDENS : Connective Retail February 2015 - Present
AmREIT January 2008 - Present
The Taubman Company June 1980 - November 2002
Skills
Certified Shopping..., Shopping Centers, Tenant, Disposition, Location Intelligence, Leases, Real Estate Transactions, Property Management, Corporate Real Estate, Landlords, Lease Administration, Real Estate, Real Estate Economics
Education
Ferris State University
BS, Marketing/Advertising
EDENS : Connective Retail February 2015 - Present
AmREIT January 2008 - Present
The Taubman Company June 1980 - November 2002
Skills
Certified Shopping..., Shopping Centers, Tenant, Disposition, Location Intelligence, Leases, Real Estate Transactions, Property Management, Corporate Real Estate, Landlords, Lease Administration, Real Estate, Real Estate Economics
Education
Ferris State University
BS, Marketing/Advertising
Mike Lesmeister Mike Lesmeister's AmREIT Experience February 2008 - December 2008
Job Branch Manager at CORE Lending
Industry Real Estate
Experience
CORE Lending November 2013 - Present
Blue Ribbon Agent December 2007 - Present
AmeriPro Funding January 2012 - November 2013
Home Loan Specialists, Inc. January 2008 - January 2012
AmREIT February 2008 - December 2008
AllianceBernstein March 1998 - July 2007
Evergreen Investments August 1994 - March 1998
First Union National Bank June 1989 - August 1994
Skills
Mortgage Lending, Real Estate, First Time Home Buyers, Strategic Financial..., Selling Skills, Investments, Mortgage Marketing, Refinance, Loans, Selling, Residential Homes, Referrals, Sales, Training, USDA, Finance, Marketing, Residential Mortgages, Small Business, Commercial Mortgages, Commercial Real Estate, Investors, Portfolio Management, Foreclosures, Investment Properties, Business Planning, Sellers, Real Estate Economics, Management, Real Estate Transactions, Single Family Homes, New Homes, Loan Origination, REO, FHA, Credit, Short Sales, Mortgage Banking, Property Management, Relocation, Buyers, Certified Mortgage..., Reverse Mortgages, Real Estate Financing, VA loans, FHA financing, Construction Loans
Education
Oklahoma State University 2001 — 2007
M.S., Financial Planning
Wake Forest University 1985 — 1989
B.A., Economics and Politics
CORE Lending November 2013 - Present
Blue Ribbon Agent December 2007 - Present
AmeriPro Funding January 2012 - November 2013
Home Loan Specialists, Inc. January 2008 - January 2012
AmREIT February 2008 - December 2008
AllianceBernstein March 1998 - July 2007
Evergreen Investments August 1994 - March 1998
First Union National Bank June 1989 - August 1994
Skills
Mortgage Lending, Real Estate, First Time Home Buyers, Strategic Financial..., Selling Skills, Investments, Mortgage Marketing, Refinance, Loans, Selling, Residential Homes, Referrals, Sales, Training, USDA, Finance, Marketing, Residential Mortgages, Small Business, Commercial Mortgages, Commercial Real Estate, Investors, Portfolio Management, Foreclosures, Investment Properties, Business Planning, Sellers, Real Estate Economics, Management, Real Estate Transactions, Single Family Homes, New Homes, Loan Origination, REO, FHA, Credit, Short Sales, Mortgage Banking, Property Management, Relocation, Buyers, Certified Mortgage..., Reverse Mortgages, Real Estate Financing, VA loans, FHA financing, Construction Loans
Education
Oklahoma State University 2001 — 2007
M.S., Financial Planning
Wake Forest University 1985 — 1989
B.A., Economics and Politics
Brent Longnecker's AmREIT Experience January 2009 - Present
Job Chairman & CEO of Longnecker & Associates, Inc.
Industry Management Consulting
Experience
Longnecker and Associates 2003 - Present
National Association of Corporate Directors January 2014 - Present
AmREIT January 2009 - Present
ATP Oil & Gas Corporation March 2010 - February 2014
Momentum Healthcare January 2009 - September 2010
ReitPlus 2007 - 2009
SkyAuction.com 2000 - 2003
Resources Connection 1999 - 2003
Deloitte 1993 - 1999
KPMG Peat Marwick 1988 - 1993
Skills
Litigation Support, Expert Witness, Compensation, Incentive Programs, Pay, Risk Assessment, HR Strategy, Disclosure, Management Consulting, SEC reporting, Mergers, Compliance, Executive Compensation, Performance Management, Analysis, Governance, Succession Planning, Leadership Development, Corporate Governance, Strategic Planning, Executive Coaching, Deferred Compensation, Executive Pay, Leadership, Divestitures, Mergers & Acquisitions, Employee Benefits, Due Diligence, Personnel Management, Human Resources, SEC filings, Acquisition Integration, Consulting, Program Management, Compensation Structures, Talent Management, Strategy, Human Capital, Organizational..., Executive Management, Entrepreneurship, Acquisitions, Finance, Restructuring, Workforce Planning, Board of Directors, Organizational Design, Organizational..., HR Transformation, Board Governance
Education
Harvard Business School 2007 — 2010
Strategic Planning, Governance, Compensation, and Audit Programs for Boards and Companies
University of Houston 1974 — 1979
BBA, MBA, Marketing, Finance, Management, Human Resources
Jesuit College Preparatory (Dallas) 1971 — 1974
High School Diploma
Longnecker and Associates 2003 - Present
National Association of Corporate Directors January 2014 - Present
AmREIT January 2009 - Present
ATP Oil & Gas Corporation March 2010 - February 2014
Momentum Healthcare January 2009 - September 2010
ReitPlus 2007 - 2009
SkyAuction.com 2000 - 2003
Resources Connection 1999 - 2003
Deloitte 1993 - 1999
KPMG Peat Marwick 1988 - 1993
Skills
Litigation Support, Expert Witness, Compensation, Incentive Programs, Pay, Risk Assessment, HR Strategy, Disclosure, Management Consulting, SEC reporting, Mergers, Compliance, Executive Compensation, Performance Management, Analysis, Governance, Succession Planning, Leadership Development, Corporate Governance, Strategic Planning, Executive Coaching, Deferred Compensation, Executive Pay, Leadership, Divestitures, Mergers & Acquisitions, Employee Benefits, Due Diligence, Personnel Management, Human Resources, SEC filings, Acquisition Integration, Consulting, Program Management, Compensation Structures, Talent Management, Strategy, Human Capital, Organizational..., Executive Management, Entrepreneurship, Acquisitions, Finance, Restructuring, Workforce Planning, Board of Directors, Organizational Design, Organizational..., HR Transformation, Board Governance
Education
Harvard Business School 2007 — 2010
Strategic Planning, Governance, Compensation, and Audit Programs for Boards and Companies
University of Houston 1974 — 1979
BBA, MBA, Marketing, Finance, Management, Human Resources
Jesuit College Preparatory (Dallas) 1971 — 1974
High School Diploma
Matthew Sawoska Matthew Sawoska's AmREIT Experience September 2013 - July 2014
Job Financial Reporting Analyst at Erin Energy Corporation
Industry Accounting
Experience
Erin Energy August 2014 - Present
CAMAC Energy Inc. August 2014 - April 2015
AmREIT September 2013 - July 2014
Calvetti, Ferguson & Wagner, P.C. July 2011 - August 2013
Belt Harris Pechacek, LLLP August 2010 - June 2011
Skills
CCH ProSystem fx, Microsoft Office, Windows 7, Windows XP Pro, Windows Vista, QuickBooks, Internet Explorer, SEC Filings, US GAAP, GAAP, Financial Statements
Education
University of St. Thomas (TX) 2008 — 2011
Master of Science (MS), Accounting
Quinnipiac University 2004 — 2008
Bachelor of Science (BS), Accounting
Erin Energy August 2014 - Present
CAMAC Energy Inc. August 2014 - April 2015
AmREIT September 2013 - July 2014
Calvetti, Ferguson & Wagner, P.C. July 2011 - August 2013
Belt Harris Pechacek, LLLP August 2010 - June 2011
Skills
CCH ProSystem fx, Microsoft Office, Windows 7, Windows XP Pro, Windows Vista, QuickBooks, Internet Explorer, SEC Filings, US GAAP, GAAP, Financial Statements
Education
University of St. Thomas (TX) 2008 — 2011
Master of Science (MS), Accounting
Quinnipiac University 2004 — 2008
Bachelor of Science (BS), Accounting
Steve Hefner Steve Hefner's AmREIT Experience 2006 - 2010
Job President Acquisitions Group at The Retail Connection
Industry Real Estate
Experience
The Retail Connection 2011 - Present
AmREIT 2006 - 2010
Cencor Realty Services 2003 - 2006
Olympus Real Estate Partners 1999 - 2003
Skills
Asset Management, Investment Properties, Dispositions, Real Estate, Real Estate Investment, Disposition, Asset Managment, Location Intelligence, Real Estate Development, Real Estate Economics, Acquisitions, Commercial Real Estate, Brokerage, Due Diligence, Leases, Real Estate Transactions
Education
The University of Texas at Austin
University of North Texas
The Retail Connection 2011 - Present
AmREIT 2006 - 2010
Cencor Realty Services 2003 - 2006
Olympus Real Estate Partners 1999 - 2003
Skills
Asset Management, Investment Properties, Dispositions, Real Estate, Real Estate Investment, Disposition, Asset Managment, Location Intelligence, Real Estate Development, Real Estate Economics, Acquisitions, Commercial Real Estate, Brokerage, Due Diligence, Leases, Real Estate Transactions
Education
The University of Texas at Austin
University of North Texas
Darlene Contello Darlene Contello's AmREIT Experience February 2004 - Present
Job Senior Investor Services Associate at AmREIT
Industry Real Estate
Experience
AmREIT February 2004 - Present
Encore Bank 1999 - 2003
Education
The University of Texas at Austin
BA, Psychology
AmREIT February 2004 - Present
Encore Bank 1999 - 2003
Education
The University of Texas at Austin
BA, Psychology
Catherine Pike Catherine Pike's AmREIT Experience May 2013 - Present
Job Reception / Administrative Assistant at AmREIT
Industry Commercial Real Estate
Experience
AmREIT May 2013 - Present
PR Newswire June 2012 - December 2012
Sylvan Learning Centers December 2011 - June 2012
Bishop Kelley High School February 2012 - May 2012
AAA Oklahoma Insurance Contact Center September 2011 - December 2011
Quest Medical, Inc. April 2011 - August 2011
Quest Medical, Inc. February 2011 - April 2011
John Paul II High School November 2010 - February 2011
Saint Paul the Apostle Catholic School January 2010 - February 2011
Saint Paul the Apostle Catholic School January 2010 - February 2011
Skills
Facebook, Marketing, Press Releases, Creative Writing, Human Resources, Microsoft Word
Education
Texas State University 2005 — 2009
B.A., Major in English w/ Secondary Teaching Certification; Minor Mass Communications
AmREIT May 2013 - Present
PR Newswire June 2012 - December 2012
Sylvan Learning Centers December 2011 - June 2012
Bishop Kelley High School February 2012 - May 2012
AAA Oklahoma Insurance Contact Center September 2011 - December 2011
Quest Medical, Inc. April 2011 - August 2011
Quest Medical, Inc. February 2011 - April 2011
John Paul II High School November 2010 - February 2011
Saint Paul the Apostle Catholic School January 2010 - February 2011
Saint Paul the Apostle Catholic School January 2010 - February 2011
Skills
Facebook, Marketing, Press Releases, Creative Writing, Human Resources, Microsoft Word
Education
Texas State University 2005 — 2009
B.A., Major in English w/ Secondary Teaching Certification; Minor Mass Communications
Larry Mangum Larry Mangum's AmREIT Experience July 1996 - March 2000
Job Principal Financial Systems Consultant at NeoSystems Corp
Industry Oil & Energy
Experience
NeoSystems Corp August 2013 - Present
Global Geophysical Services June 2006 - August 2013
3D/International March 2000 - June 2006
AmREIT July 1996 - March 2000
AIG American General July 1991 - July 1996
MICHAEL JONES & CO. February 1988 - July 1991
Skills
Financial Systems, Business Intelligence, TM1, ERP, Business Intelligence..., Deltek, Cognos, Upgrades, Software Project..., Enterprise Software, ERP Software, Report Writing, Dashboard, KPI Dashboards, Performance Dashboards, Dashboard Builder, Dashboard Metrics, SOX Compliancy, System Administration, System Testing, Accounting, Program Management, CPA, Costpoint, SQL, Budgets, Sarbanes-Oxley Act
Education
Stephen F. Austin State University 1983 — 1987
BBA, Accounting
NeoSystems Corp August 2013 - Present
Global Geophysical Services June 2006 - August 2013
3D/International March 2000 - June 2006
AmREIT July 1996 - March 2000
AIG American General July 1991 - July 1996
MICHAEL JONES & CO. February 1988 - July 1991
Skills
Financial Systems, Business Intelligence, TM1, ERP, Business Intelligence..., Deltek, Cognos, Upgrades, Software Project..., Enterprise Software, ERP Software, Report Writing, Dashboard, KPI Dashboards, Performance Dashboards, Dashboard Builder, Dashboard Metrics, SOX Compliancy, System Administration, System Testing, Accounting, Program Management, CPA, Costpoint, SQL, Budgets, Sarbanes-Oxley Act
Education
Stephen F. Austin State University 1983 — 1987
BBA, Accounting
Robert Wallis Robert Wallis's AmREIT Experience July 2011 - Present
Job Corporate Controller at AmREIT
Industry Real Estate
Experience
AmREIT July 2011 - Present
Calpine Corporation 2004 - 2011
Harper & Pearson Company, P.C. 1999 - 2004
KPMG LLP September 1993 - June 1999
Skills
SEC Financial Reporting, Internal Audit, Real Estate, Accounting, Treasury Management, Technical Accounting..., Auditing, Electric Generation, Manufacturing, Budgets, Financial Analysis, Financial Reporting, SEC Filings, Due Diligence, Investment Properties
Education
Texas A&M University 1992 — 1993
Master's degree, Accounting, 3.75
Texas A&M University 1987 — 1991
Bachelor of Business Administration (BBA), Accounting, 3.29
AmREIT July 2011 - Present
Calpine Corporation 2004 - 2011
Harper & Pearson Company, P.C. 1999 - 2004
KPMG LLP September 1993 - June 1999
Skills
SEC Financial Reporting, Internal Audit, Real Estate, Accounting, Treasury Management, Technical Accounting..., Auditing, Electric Generation, Manufacturing, Budgets, Financial Analysis, Financial Reporting, SEC Filings, Due Diligence, Investment Properties
Education
Texas A&M University 1992 — 1993
Master's degree, Accounting, 3.75
Texas A&M University 1987 — 1991
Bachelor of Business Administration (BBA), Accounting, 3.29
T. Barrientos T. Barrientos's AmREIT Experience January 1993 - July 1997
Job Practice Administrator for Premier OB/GYN of West Houston, L.L.P.
Industry Medical Practice
Experience
Premier OB/GYN of West Houston, L.L.P. November 2005 - Present
Katy West Houston OB/GYN Associates October 2002 - December 2005
Boyar & Miller, P.C. July 1997 - October 2002
AmReit January 1993 - July 1997
Skills
Office Management, Full-Charge Bookkeeping, Organization, Office Administration, Administrative..., Accounts Receivable, QuickBooks, Accounts Payable, Medical Billing, Payroll, Bookkeeping, Medical Terminology, 10 Key, Administrative..., Invoicing, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Customer Service, Account Reconciliation, Budgets, Spreadsheets, Accounting, Census, 401k, Real Estate, Financial Audits
Education
Lamar University
Accounting and Finance
Southwestern Accounting Institute
Premier OB/GYN of West Houston, L.L.P. November 2005 - Present
Katy West Houston OB/GYN Associates October 2002 - December 2005
Boyar & Miller, P.C. July 1997 - October 2002
AmReit January 1993 - July 1997
Skills
Office Management, Full-Charge Bookkeeping, Organization, Office Administration, Administrative..., Accounts Receivable, QuickBooks, Accounts Payable, Medical Billing, Payroll, Bookkeeping, Medical Terminology, 10 Key, Administrative..., Invoicing, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Customer Service, Account Reconciliation, Budgets, Spreadsheets, Accounting, Census, 401k, Real Estate, Financial Audits
Education
Lamar University
Accounting and Finance
Southwestern Accounting Institute
Audrey Stein's AmREIT Experience January 2006 - April 2007
Job Creating Value through Client Trust and Business Acumen
Industry Financial Services
Experience
ATEL Capital Group March 2015 - Present
DL Designs, LLC May 2014 - Present
Worth Investment Group, LLC August 2011 - March 2014
Frontier Asset Management, LLC December 2008 - September 2011
Provident Asset Management, LLC February 2008 - October 2008
Desert Capital REIT April 2007 - February 2008
AmREIT January 2006 - April 2007
Skills
Mutual Funds, Asset Allocation, Investment Advisory, Hedge Funds, Private Equity, Oil and Gas, Real Estate Investment, Sales Management, Financial Analysis, Financial Planning, Marketing Communications, Fundraising, Strategy, Strategic Financial..., Investments, Portfolio Management, Investment Properties, Asset Management
Education
Texas A&M University
BS, Political Science
Texas A&M University
MBA, Finance
ATEL Capital Group March 2015 - Present
DL Designs, LLC May 2014 - Present
Worth Investment Group, LLC August 2011 - March 2014
Frontier Asset Management, LLC December 2008 - September 2011
Provident Asset Management, LLC February 2008 - October 2008
Desert Capital REIT April 2007 - February 2008
AmREIT January 2006 - April 2007
Skills
Mutual Funds, Asset Allocation, Investment Advisory, Hedge Funds, Private Equity, Oil and Gas, Real Estate Investment, Sales Management, Financial Analysis, Financial Planning, Marketing Communications, Fundraising, Strategy, Strategic Financial..., Investments, Portfolio Management, Investment Properties, Asset Management
Education
Texas A&M University
BS, Political Science
Texas A&M University
MBA, Finance
Neal Wade Neal Wade's AmREIT Experience 2006 - 2013
Job Development/Acquisitions at Baker Katz, LLC
Industry
Experience
Baker Katz, LLC 2013 - Present
AmREIT 2006 - 2013
Education
Texas A&M University 2001 — 2005
Baker Katz, LLC 2013 - Present
AmREIT 2006 - 2013
Education
Texas A&M University 2001 — 2005
Dylan Connelly's AmREIT Experience June 2014 - August 2014
Job Analyst Intern at KeyPoint Capital Management
Industry Financial Services
Experience
KeyPoint Capital Management June 2015 - Present
Lee & Associates Commercial Real Estate Services June 2015 - August 2015
Grandex Inc September 2014 - February 2015
AmREIT June 2014 - August 2014
co:collective LLC June 2012 - August 2012
Skills
Microsoft Office, Building Relationships, Social Media, Due Diligence, Negotiation, Volunteering, Facebook, Leases, PowerPoint, Marketing, Research, Sales, Event Planning, Public Speaking, Social Media Marketing, Leadership, Financial Analysis, Market Research, Social Networking, Management, Investments
Education
Southern Methodist University 2012 — 2016
Finance and Economics
The Loomis Chaffee School 2008 — 2012
KeyPoint Capital Management June 2015 - Present
Lee & Associates Commercial Real Estate Services June 2015 - August 2015
Grandex Inc September 2014 - February 2015
AmREIT June 2014 - August 2014
co:collective LLC June 2012 - August 2012
Skills
Microsoft Office, Building Relationships, Social Media, Due Diligence, Negotiation, Volunteering, Facebook, Leases, PowerPoint, Marketing, Research, Sales, Event Planning, Public Speaking, Social Media Marketing, Leadership, Financial Analysis, Market Research, Social Networking, Management, Investments
Education
Southern Methodist University 2012 — 2016
Finance and Economics
The Loomis Chaffee School 2008 — 2012
Rhonda Anthony's AmREIT Experience December 2013 - July 2014
Job Regional Property Manager at Edens
Industry Commercial Real Estate
Experience
Edens July 2014 - Present
AmREIT December 2013 - July 2014
Senterra Real Estate Group September 2010 - December 2013
Granite Properties February 2003 - February 2006
Skills
Landlords, Property, Lease Negotiations, Tenant Representation, Real Estate, Real Estate Transactions, Commercial Real Estate, Lease Administration, Leases, Property Management, Corporate Real Estate, Disposition, Tenant, Dispositions, Location Intelligence
Education
Grand Valley State University
Bachelor of Arts (B.A.), English
North Central Michigan College
Associate of Arts and Sciences (AAS), Business Management
North Central Michigan College
Associate of Arts and Sciences (AAS), Marketing
North Central Michigan College
Associate of Arts (AA)
Edens July 2014 - Present
AmREIT December 2013 - July 2014
Senterra Real Estate Group September 2010 - December 2013
Granite Properties February 2003 - February 2006
Skills
Landlords, Property, Lease Negotiations, Tenant Representation, Real Estate, Real Estate Transactions, Commercial Real Estate, Lease Administration, Leases, Property Management, Corporate Real Estate, Disposition, Tenant, Dispositions, Location Intelligence
Education
Grand Valley State University
Bachelor of Arts (B.A.), English
North Central Michigan College
Associate of Arts and Sciences (AAS), Business Management
North Central Michigan College
Associate of Arts and Sciences (AAS), Marketing
North Central Michigan College
Associate of Arts (AA)
Jason Lax's AmREIT Experience August 2002 - February 2015
Job Senior Construction Manager at EDENS : Connective Retail
Industry Real Estate
Experience
EDENS : Connective Retail February 2015 - Present
AmREIT August 2002 - February 2015
Trammell Crow Company October 2000 - August 2002
ExxonMobil May 1994 - October 2000
ExxonMobil 1996 - 1998
Skills
Asset Managment, Due Diligence, Contract Negotiation, Real Estate, Disposition, Brokerage, Landlord, Risk Management, Sales, Investment Properties, Leases, Strategic Planning, Negotiation, Real Estate Economics, Property Management, Corporate Real Estate, Lease Administration, Commercial Real Estate, Tenant, Lease Negotiations, Asset Management, Landlords, Shopping Centers, Real Estate Transactions, Real Estate Development, Valuation, Portfolio Management, Mergers & Acquisitions, Construction, Investments, Underwriting, Location Intelligence, Feasibility Studies, Financial Analysis, Residential Homes, Integrated Project..., Cost Management, Land Development, Contract Management, Construction Management
Education
Texas Tech University 1989 — 1994
Bachelor of Science, Mechanical Engineering
EDENS : Connective Retail February 2015 - Present
AmREIT August 2002 - February 2015
Trammell Crow Company October 2000 - August 2002
ExxonMobil May 1994 - October 2000
ExxonMobil 1996 - 1998
Skills
Asset Managment, Due Diligence, Contract Negotiation, Real Estate, Disposition, Brokerage, Landlord, Risk Management, Sales, Investment Properties, Leases, Strategic Planning, Negotiation, Real Estate Economics, Property Management, Corporate Real Estate, Lease Administration, Commercial Real Estate, Tenant, Lease Negotiations, Asset Management, Landlords, Shopping Centers, Real Estate Transactions, Real Estate Development, Valuation, Portfolio Management, Mergers & Acquisitions, Construction, Investments, Underwriting, Location Intelligence, Feasibility Studies, Financial Analysis, Residential Homes, Integrated Project..., Cost Management, Land Development, Contract Management, Construction Management
Education
Texas Tech University 1989 — 1994
Bachelor of Science, Mechanical Engineering
Ron Lindsey's AmREIT Experience May 2008 - April 2015
Job Principal at RDL Associates, LLC
Industry Real Estate
Experience
RDL Associates, LLC May 2015 - Present
AmREIT May 2008 - April 2015
Sueba USA Corporation August 2002 - January 2008
Skills
Real Estate Economics, Real Estate Transactions, Commercial Real Estate, Real Estate, Real Estate Development, Finance, Disposition, Location Intelligence, Investment Properties, Leases, Contract Negotiation
Education
The University of Texas at Austin - Red McCombs School of Business 1971 — 1976
RDL Associates, LLC May 2015 - Present
AmREIT May 2008 - April 2015
Sueba USA Corporation August 2002 - January 2008
Skills
Real Estate Economics, Real Estate Transactions, Commercial Real Estate, Real Estate, Real Estate Development, Finance, Disposition, Location Intelligence, Investment Properties, Leases, Contract Negotiation
Education
The University of Texas at Austin - Red McCombs School of Business 1971 — 1976
Jennifer Uschold's AmREIT Experience April 2007 - October 2008
Job Senior Manager, Internal Communications
Industry Oil & Energy
Experience
Direct Energy May 2014 - Present
Houston Methodist February 2010 - May 2014
AMA Houston July 2012 - June 2013
The Situs Companies November 2008 - February 2010
AmREIT April 2007 - October 2008
CBRE Melody (L.J. Melody) October 2003 - April 2007
International Facility Management Association May 1998 - October 2003
Schlumberger 1996 - 1996
Skills
Social Media Marketing, Trade Show Management, Marketing Strategy, Social Media, Project Management, Trade Shows, CRM, Marketing, Brand Development, Business Development, Digital Marketing, Email Marketing, Sales, Management, Integrated Marketing, Interactive Marketing, Advertising, Market Research, Direct Marketing, Marketing Communications, Strategic Planning
Education
University of Maryland University College 2003 — 2005
Masters Business Administration
Stephen F. Austin State University 1992 — 1996
Bachelor of Science, Communications/Public Relations
Direct Energy May 2014 - Present
Houston Methodist February 2010 - May 2014
AMA Houston July 2012 - June 2013
The Situs Companies November 2008 - February 2010
AmREIT April 2007 - October 2008
CBRE Melody (L.J. Melody) October 2003 - April 2007
International Facility Management Association May 1998 - October 2003
Schlumberger 1996 - 1996
Skills
Social Media Marketing, Trade Show Management, Marketing Strategy, Social Media, Project Management, Trade Shows, CRM, Marketing, Brand Development, Business Development, Digital Marketing, Email Marketing, Sales, Management, Integrated Marketing, Interactive Marketing, Advertising, Market Research, Direct Marketing, Marketing Communications, Strategic Planning
Education
University of Maryland University College 2003 — 2005
Masters Business Administration
Stephen F. Austin State University 1992 — 1996
Bachelor of Science, Communications/Public Relations
Leigh Anne Stankoski's AmREIT Experience March 2008 - July 2009
Job Office Manager/Receuiter at Lofton Staffing Services
Industry Real Estate
Experience
Lofton Staffing Services July 2015 - Present
Moses Tucker Real Estate December 2013 - Present
Shelter Insurance Companies December 2012 - September 2013
AmREIT March 2008 - July 2009
Triple Net Properties 2004 - 2007
Skills
Leases, Operating Budgets, Financial Reporting, Real Estate, Property Management, Lease Administration, Real Estate Development, Tenant, Corporate Real Estate, Real Estate Transactions, Location Intelligence, Real Estate Economics, Shopping Centers, Landlords, Lease Negotiations, Property & Casualty..., Public Speaking, Dispositions, Investment Properties, Customer Service, Online Marketing, Event Planning
Education
University of Central Arkansas 1986 — 1991
BA, English
University of Central Arkansas
Bachelor of Applied Science (B.A.Sc.), English Language and Literature/Letters
Lofton Staffing Services July 2015 - Present
Moses Tucker Real Estate December 2013 - Present
Shelter Insurance Companies December 2012 - September 2013
AmREIT March 2008 - July 2009
Triple Net Properties 2004 - 2007
Skills
Leases, Operating Budgets, Financial Reporting, Real Estate, Property Management, Lease Administration, Real Estate Development, Tenant, Corporate Real Estate, Real Estate Transactions, Location Intelligence, Real Estate Economics, Shopping Centers, Landlords, Lease Negotiations, Property & Casualty..., Public Speaking, Dispositions, Investment Properties, Customer Service, Online Marketing, Event Planning
Education
University of Central Arkansas 1986 — 1991
BA, English
University of Central Arkansas
Bachelor of Applied Science (B.A.Sc.), English Language and Literature/Letters
Charles Scoville's AmREIT Experience May 2007 - Present
Job Senior Vice President Director of Operations at AmREIT
Industry Real Estate
Experience
AmREIT May 2007 - Present
EDENS 2015 - 2015
EDENS 2015 - 2015
EDENS 2015 - 2015
Skills
Real Estate Transactions, Investment Properties, Disposition, Location Intelligence, Brokerage, Leases, Tenant, Real Estate, Contract Negotiation, Asset Management, Corporate Real Estate, Commercial Real Estate, Due Diligence, Asset Managment, Property Management, Investments, Project Management, Real Estate Development, Shopping Centers, Real Estate Economics, Negotiation, Financial Analysis, Mergers & Acquisitions
Education
Southern Methodist University 1977 — 1981
BBA, Concentration in Real Estate
AmREIT May 2007 - Present
EDENS 2015 - 2015
EDENS 2015 - 2015
EDENS 2015 - 2015
Skills
Real Estate Transactions, Investment Properties, Disposition, Location Intelligence, Brokerage, Leases, Tenant, Real Estate, Contract Negotiation, Asset Management, Corporate Real Estate, Commercial Real Estate, Due Diligence, Asset Managment, Property Management, Investments, Project Management, Real Estate Development, Shopping Centers, Real Estate Economics, Negotiation, Financial Analysis, Mergers & Acquisitions
Education
Southern Methodist University 1977 — 1981
BBA, Concentration in Real Estate
Jeremy Aljoe's AmREIT Experience March 2013 - Present
Job Finance Manager at AmREIT
Industry Real Estate
Experience
AmREIT March 2013 - Present
AmREIT September 2010 - February 2013
AmREIT October 2007 - August 2010
Skills
Financial Analysis, GAAP, US GAAP
Education
Texas A&M University 2000 — 2005
Master's degree, Accounting and Finance
AmREIT March 2013 - Present
AmREIT September 2010 - February 2013
AmREIT October 2007 - August 2010
Skills
Financial Analysis, GAAP, US GAAP
Education
Texas A&M University 2000 — 2005
Master's degree, Accounting and Finance
Trey Vick's AmREIT Experience February 2005 - December 2007
Job Project Manager at Slide Fire Solutions, LP
Industry Sporting Goods
Experience
Replay Sports International January 2014 - Present
Slide Fire Solutions, LP July 2013 - Present
Independent Landman January 2011 - July 2013
Roatan Honduras January 2010 - January 2011
Tenant Construction Services January 2008 - January 2010
AmREIT February 2005 - December 2007
Skills
Product Development, Program Management, Project Management, Project Planning, Strategic Planning, Oil & Gas Industry, Title Searches, Lease Negotiations, Due Diligence, Right of Way, Project Estimation, Energy Industry, Budgets, Natural Gas, Land Acquisition, Energy
Education
Texas State University-San Marcos 1989 — 2004
Bachelor of Arts (B.A.), Natural Resource and Environmental Studies
Replay Sports International January 2014 - Present
Slide Fire Solutions, LP July 2013 - Present
Independent Landman January 2011 - July 2013
Roatan Honduras January 2010 - January 2011
Tenant Construction Services January 2008 - January 2010
AmREIT February 2005 - December 2007
Skills
Product Development, Program Management, Project Management, Project Planning, Strategic Planning, Oil & Gas Industry, Title Searches, Lease Negotiations, Due Diligence, Right of Way, Project Estimation, Energy Industry, Budgets, Natural Gas, Land Acquisition, Energy
Education
Texas State University-San Marcos 1989 — 2004
Bachelor of Arts (B.A.), Natural Resource and Environmental Studies
Chad Braun's AmREIT Experience May 1999 - Present
Job COO & CFO, AmREIT, Inc.
Industry Real Estate
Experience
AmREIT May 1999 - Present
EY June 1994 - April 1999
Education
Hardin-Simmons University 1990 — 1994
BBA, Accounting & Finance
Hardin-Simmons University 1990 — 1994
Bachelor of Business Administration
AmREIT May 1999 - Present
EY June 1994 - April 1999
Education
Hardin-Simmons University 1990 — 1994
BBA, Accounting & Finance
Hardin-Simmons University 1990 — 1994
Bachelor of Business Administration
Dena Yebernetsky, NSSA®'s AmREIT Experience 2003 - 2006
Job Associate Financial Planner at Clarity Financial
Industry Financial Services
Experience
Clarity Financial. LLC January 2015 - Present
Parents for the Encouragement of STEM July 2014 - Present
NSSA July 2014 - Present
VALIC May 2014 - January 2015
VALIC July 2006 - May 2014
AmREIT 2003 - 2006
AIM Distributors 1992 - 1999
AIM Distributors 1992 - 1997
Skills
Series 7, Mutual Funds, Business Development, Series 63, Asset Allocation, Retirement Planning, Retirement, 401k, Series 6, Investments, Investment Advisory, Financial Advisory, Financial Services, Uniform Combined State..., Series 65, Fixed Annuities, Financial Planning, Securities, Asset Management, Risk Management, Internal Audit, Strategic Planning, Finance, Wealth Management, Employee Benefits
Education
California Lutheran University 2010 — 2014
MBA, Certified Financial Planning
The University of Texas at San Antonio
Double Major Finance & Marketing, Finance & Marketing
Clarity Financial. LLC January 2015 - Present
Parents for the Encouragement of STEM July 2014 - Present
NSSA July 2014 - Present
VALIC May 2014 - January 2015
VALIC July 2006 - May 2014
AmREIT 2003 - 2006
AIM Distributors 1992 - 1999
AIM Distributors 1992 - 1997
Skills
Series 7, Mutual Funds, Business Development, Series 63, Asset Allocation, Retirement Planning, Retirement, 401k, Series 6, Investments, Investment Advisory, Financial Advisory, Financial Services, Uniform Combined State..., Series 65, Fixed Annuities, Financial Planning, Securities, Asset Management, Risk Management, Internal Audit, Strategic Planning, Finance, Wealth Management, Employee Benefits
Education
California Lutheran University 2010 — 2014
MBA, Certified Financial Planning
The University of Texas at San Antonio
Double Major Finance & Marketing, Finance & Marketing
Kristen Barker, CCIM's AmREIT Experience 2005 - 2007
Job Senior Vice President at Wulfe & Co
Industry Real Estate
Experience
Wulfe & Co January 2009 - Present
AmREIT 2005 - 2007
Trammell Crow Company 1998 - 2005
Skills
Investment Properties, Real Estate Development, Location Intelligence, Real Estate, Disposition, Real Estate Transactions, Leases, Brokerage, Real Estate Economics, Lease Negotiations, Sellers, Property Management, Selling, Apartments, Shopping Centers, Tenant, Landlords
Education
Texas A&M University - Mays Business School 1996 — 1998
Master of Business Administration (MBA), Marketing
University of Richmond - Robins School of Business 1988 — 1992
Bachelor of Science (BS), Business Administration and Marketing
Wulfe & Co January 2009 - Present
AmREIT 2005 - 2007
Trammell Crow Company 1998 - 2005
Skills
Investment Properties, Real Estate Development, Location Intelligence, Real Estate, Disposition, Real Estate Transactions, Leases, Brokerage, Real Estate Economics, Lease Negotiations, Sellers, Property Management, Selling, Apartments, Shopping Centers, Tenant, Landlords
Education
Texas A&M University - Mays Business School 1996 — 1998
Master of Business Administration (MBA), Marketing
University of Richmond - Robins School of Business 1988 — 1992
Bachelor of Science (BS), Business Administration and Marketing
Matt Squire's AmREIT Experience March 2008 - December 2013
Job Vice President | Brokerage The Retail Connection
Industry Real Estate
Experience
The Retail Connection December 2013 - Present
AmREIT March 2008 - December 2013
United Commerical Realty May 2007 - August 2007
Skills
Disposition, Real Estate Development, Location Intelligence, Real Estate Economics, Shopping Centers, Real Estate, Brokerage, Real Estate Transactions, Tenant, Property Management, Leases, Tenant Representation, Due Diligence, Asset Managment, Landlord, Corporate Real Estate, Commercial Real Estate, Lease Negotiations, Argus Modeling, Investment Properties, Dispositions, Entitlements, Landlords, Lease Administration, Asset Management
Education
Texas A&M University - Mays Business School 2006 — 2007
Masters of Real Estate, Land Economics and Real Estate
Texas A&M University 2002 — 2006
Environmental Design, Architecture
The Retail Connection December 2013 - Present
AmREIT March 2008 - December 2013
United Commerical Realty May 2007 - August 2007
Skills
Disposition, Real Estate Development, Location Intelligence, Real Estate Economics, Shopping Centers, Real Estate, Brokerage, Real Estate Transactions, Tenant, Property Management, Leases, Tenant Representation, Due Diligence, Asset Managment, Landlord, Corporate Real Estate, Commercial Real Estate, Lease Negotiations, Argus Modeling, Investment Properties, Dispositions, Entitlements, Landlords, Lease Administration, Asset Management
Education
Texas A&M University - Mays Business School 2006 — 2007
Masters of Real Estate, Land Economics and Real Estate
Texas A&M University 2002 — 2006
Environmental Design, Architecture
Randy Garbs's AmREIT Experience 1991 - 1999
Job SelfEmployed . . and loving it! at Universal Divine Design
Industry Real Estate
Experience
Universal Divine Design October 2013 - Present
McAlister Investments July 2012 - May 2013
Wells Real Estate Funds August 1999 - June 2012
AmREIT 1991 - 1999
Skills
Series 63, Series 7, Alternative Investments, REIT, Investments, Private Placements, Real Estate, Salesforce.com, Investor Relations, Investment Strategies, Investment Advisory, Asset Allocation
Education
HBU 1978 — 1980
Master of Business Administration (MBA)
Houston Baptist University 1972 — 1976
Bachelor of Science (BS), Chemistry / Biology
Universal Divine Design October 2013 - Present
McAlister Investments July 2012 - May 2013
Wells Real Estate Funds August 1999 - June 2012
AmREIT 1991 - 1999
Skills
Series 63, Series 7, Alternative Investments, REIT, Investments, Private Placements, Real Estate, Salesforce.com, Investor Relations, Investment Strategies, Investment Advisory, Asset Allocation
Education
HBU 1978 — 1980
Master of Business Administration (MBA)
Houston Baptist University 1972 — 1976
Bachelor of Science (BS), Chemistry / Biology
Brett Treadwell's AmREIT Experience November 2009 - May 2015
Job Chief Financial Officer at RIDA Development Corp
Industry Real Estate
Experience
AmREIT November 2009 - May 2015
AmREIT August 2004 - November 2009
PricewaterhouseCoopers LLP June 2002 - August 2004
Arthur Andersen August 1991 - May 2002
Skills
Financial Analysis, Due Diligence, Financial Reporting, Mergers & Acquisitions, Management, Internal Controls, Sarbanes-Oxley Act, SEC Filings, US GAAP, Financial Modeling
Education
Baylor University 1987 — 2001
BBA - Accounting
AmREIT November 2009 - May 2015
AmREIT August 2004 - November 2009
PricewaterhouseCoopers LLP June 2002 - August 2004
Arthur Andersen August 1991 - May 2002
Skills
Financial Analysis, Due Diligence, Financial Reporting, Mergers & Acquisitions, Management, Internal Controls, Sarbanes-Oxley Act, SEC Filings, US GAAP, Financial Modeling
Education
Baylor University 1987 — 2001
BBA - Accounting
Samantha Sebesta's AmREIT Experience April 2005 - October 2008
Job Property Management at Weingarten Realty Investors
Industry Real Estate
Experience
Weingarten Realty Investors November 2012 - Present
VALIC and AIG Annuity February 2010 - November 2012
Hartman Income REIT October 2008 - February 2010
AmREIT April 2005 - October 2008
Skills
Series 63, Property Management, Mutual Funds, Securities, Series 7, Asset Management, Asset Managment, Retirement, Real Estate, Investments, Portfolio Management, Asset Allocation, Strategic Financial..., Financial Services, Investment Strategies, Fixed Annuities, Alternative Investments, Brokerage, Retirement Planning, Investment Advisory, 401k
Education
University of Houston
Weingarten Realty Investors November 2012 - Present
VALIC and AIG Annuity February 2010 - November 2012
Hartman Income REIT October 2008 - February 2010
AmREIT April 2005 - October 2008
Skills
Series 63, Property Management, Mutual Funds, Securities, Series 7, Asset Management, Asset Managment, Retirement, Real Estate, Investments, Portfolio Management, Asset Allocation, Strategic Financial..., Financial Services, Investment Strategies, Fixed Annuities, Alternative Investments, Brokerage, Retirement Planning, Investment Advisory, 401k
Education
University of Houston
Cynthia Leavens's AmREIT Experience July 2014 - March 2015
Job Accounting Manager at NAI Partners
Industry Real Estate
Experience
NAI Partners April 2015 - Present
AmREIT July 2014 - March 2015
Cousins Properties Incorporated April 2014 - June 2014
Allen Harrison Company March 2013 - October 2013
Hercules Offshore January 2013 - January 2013
Weingarten Realty Investors June 2003 - July 2012
Crescent Real Estate Holdings LLC March 1998 - May 2003
CenterAmerica Property Trust March 1997 - February 1998
Weingarten Realty Investors June 1989 - February 1997
Skills
Financial Reporting, Accounting, Management, General Ledger, Leases, Budgets, Accounts Payable, Tenant, Commercial Real Estate, Accounts Receivable, GAAP, Variance Analysis, Contract Management, Property Management, Real Estate, Financial Analysis, Financial Statements, Due Diligence, Lease Administration, Shopping Centers, Asset Management, Corporate Real Estate, Disposition, Real Estate Economics
Education
University of Houston-Downtown 1990 — 1996
Bachelor of Business Administration (BBA), General Business
Stephen F. Austin State University 1977 — 1980
NAI Partners April 2015 - Present
AmREIT July 2014 - March 2015
Cousins Properties Incorporated April 2014 - June 2014
Allen Harrison Company March 2013 - October 2013
Hercules Offshore January 2013 - January 2013
Weingarten Realty Investors June 2003 - July 2012
Crescent Real Estate Holdings LLC March 1998 - May 2003
CenterAmerica Property Trust March 1997 - February 1998
Weingarten Realty Investors June 1989 - February 1997
Skills
Financial Reporting, Accounting, Management, General Ledger, Leases, Budgets, Accounts Payable, Tenant, Commercial Real Estate, Accounts Receivable, GAAP, Variance Analysis, Contract Management, Property Management, Real Estate, Financial Analysis, Financial Statements, Due Diligence, Lease Administration, Shopping Centers, Asset Management, Corporate Real Estate, Disposition, Real Estate Economics
Education
University of Houston-Downtown 1990 — 1996
Bachelor of Business Administration (BBA), General Business
Stephen F. Austin State University 1977 — 1980
Glenn Dickerson's AmREIT Experience 2004 - 2008
Job Owner at Scout Real Estate
Industry Real Estate
Experience
Scout Real Estate January 2010 - Present
AmREIT 2004 - 2008
Education
Baylor University 1989 — 1991
Business
Scout Real Estate January 2010 - Present
AmREIT 2004 - 2008
Education
Baylor University 1989 — 1991
Business
Kristen Hanley's AmREIT Experience Staff AssociateErnst & YoungSeptember 2006 - September 2007
Job Assistant Controller at AmREIT
Industry Real Estate
Experience
AmREIT Staff AssociateErnst & YoungSeptember 2006 - September 2007
Education
Texas Christian University - M.J. Neeley School of Business 2005 — 2006
Masters, Accountancy
Texas Christian University - M.J. Neeley School of Business 2001 — 2005
BBA, Accounting, Finance
AmREIT Staff AssociateErnst & YoungSeptember 2006 - September 2007
Education
Texas Christian University - M.J. Neeley School of Business 2005 — 2006
Masters, Accountancy
Texas Christian University - M.J. Neeley School of Business 2001 — 2005
BBA, Accounting, Finance
Wendell Carter's AmREIT Experience 2007 - 2009
Job Executive Recruiter at NettWorth Advisor Group
Industry Financial Services
Experience
NettWorth Advisor Group 2011 - Present
Paledin Real Estate Investment Trust 2009 - 2011
AmREIT 2007 - 2009
Wells Real Estate Funds 1993 - 2007
Education
The University of Georgia
BS, Education
The University of Georgia
Master Degree, Counseling
University of Phoenix
MBA, Business
NettWorth Advisor Group 2011 - Present
Paledin Real Estate Investment Trust 2009 - 2011
AmREIT 2007 - 2009
Wells Real Estate Funds 1993 - 2007
Education
The University of Georgia
BS, Education
The University of Georgia
Master Degree, Counseling
University of Phoenix
MBA, Business
Julia Melendez's AmREIT Experience February 2007 - October 2008
Job Administrative Coordinator Office of the President & CEO at Marathon Oil Corporation
Industry Oil & Energy
Experience
Marathon Oil Corporation November 2008 - Present
AmREIT February 2007 - October 2008
The Dinerstein Companies October 1985 - February 2007
Skills
Administrative..., SAP, Supervisory Skills, Travel Arrangements, Outlook, Microsoft Excel, Access, Lotus Notes, SharePoint, Contract Management, Microsoft Office, Office Management
Education
University of Houston 2006 — 2010
Bachelor of Arts (BA), English Literature
Houston Community College 2000 — 2006
Associate of Arts (AA), Interdisciplinary Studies
Marathon Oil Corporation November 2008 - Present
AmREIT February 2007 - October 2008
The Dinerstein Companies October 1985 - February 2007
Skills
Administrative..., SAP, Supervisory Skills, Travel Arrangements, Outlook, Microsoft Excel, Access, Lotus Notes, SharePoint, Contract Management, Microsoft Office, Office Management
Education
University of Houston 2006 — 2010
Bachelor of Arts (BA), English Literature
Houston Community College 2000 — 2006
Associate of Arts (AA), Interdisciplinary Studies
Julia Melendez's AmREIT Experience February 2006 - November 2008
Job Sr. Executive Administrative Asst. at Marathon Oil Corporation
Industry Oil & Energy
Experience
Marathon Oil Corporation November 2008 - Present
AmREIT February 2006 - November 2008
The Dinerstein Companies October 1985 - January 2006
Skills
Bilingual-English/Spanis..., Team-oriented, 10 Key, Dependable Team Player, Office 2010, Executive..., Positive Personality, Notary Public, Travel Arrangements, Filing, Expense Reports, Receptionist Duties, Highly detail oriented, Microsoft Applications, Calendaring, Handle Confidential...
Education
University of Houston 2005 — 2010
Bachelor of Arts (B.A.), English Literature
Houston Community College 2000 — 2005
Associate of Arts (A.A.), Interdisciplinary Studies
Marathon Oil Corporation November 2008 - Present
AmREIT February 2006 - November 2008
The Dinerstein Companies October 1985 - January 2006
Skills
Bilingual-English/Spanis..., Team-oriented, 10 Key, Dependable Team Player, Office 2010, Executive..., Positive Personality, Notary Public, Travel Arrangements, Filing, Expense Reports, Receptionist Duties, Highly detail oriented, Microsoft Applications, Calendaring, Handle Confidential...
Education
University of Houston 2005 — 2010
Bachelor of Arts (B.A.), English Literature
Houston Community College 2000 — 2005
Associate of Arts (A.A.), Interdisciplinary Studies
Weyerhaeuser
General Growth Properties
American Campus Communities
AvalonBay Communities
Forest City Enterprises
Crown Castle
Macerich
Camden Property Trust