Balcor-American Express
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Balcor-American Express Employees
Employee
Years
Job
Industry
Stephen Thurtle Stephen Thurtle's Balcor-American Express Experience 1992 - 1995
Job Regional Director at Wheelock Street Land
Industry Real Estate
Experience
Wheelock Street Land LLC September 2011 - Present
Thurtle & Sons LLC November 2010 - Present
Richland Communities,Inc February 1997 - October 2010
Balcor-American Express 1992 - 1995
Beneficial Equities, Inc 1985 - 1992
Skills
Entitlements, Real Estate Development, Land Acquisition, Real Estate, Property Management, Strategic Planning, Residential Homes, Team Building, Zoning, Negotiation, Financial Analysis, Budget, Marketing, Disposition, Marketing Strategy, Investment Properties, Forecasting, Real Estate Transactions, Public Relations, Public Speaking, Construction, Portfolio Management, Budgets, Feasibility Studies, Mergers & Acquisitions, Land Use, Contract Negotiation, Land Development, Due Diligence, Location Intelligence, Leases, Real Estate Economics, Dispositions
Education
University of Southern California 1977 — 1981
BS, Business Administration
Wheelock Street Land LLC September 2011 - Present
Thurtle & Sons LLC November 2010 - Present
Richland Communities,Inc February 1997 - October 2010
Balcor-American Express 1992 - 1995
Beneficial Equities, Inc 1985 - 1992
Skills
Entitlements, Real Estate Development, Land Acquisition, Real Estate, Property Management, Strategic Planning, Residential Homes, Team Building, Zoning, Negotiation, Financial Analysis, Budget, Marketing, Disposition, Marketing Strategy, Investment Properties, Forecasting, Real Estate Transactions, Public Relations, Public Speaking, Construction, Portfolio Management, Budgets, Feasibility Studies, Mergers & Acquisitions, Land Use, Contract Negotiation, Land Development, Due Diligence, Location Intelligence, Leases, Real Estate Economics, Dispositions
Education
University of Southern California 1977 — 1981
BS, Business Administration
Gunnar Nilsson Gunnar Nilsson's Balcor-American Express Experience August 1976 - July 1982
Job CEO at True Balance Solutions
Industry Information Technology and Services
Experience
True Balance July 2011 - Present
Balcor American Express August 1976 - July 1982
Skills
Performance Management, Change Management, Business Strategy, Financial Modeling, Real Estate Finance, Venture Financing, Corporate Finance, Strategic Planning, Process Improvement, Executive Coaching, Leadership, Coaching, Management Consulting, Entrepreneurship, Strategy, Organizational..., Business Planning, Executive Management, Mergers & Acquisitions, Leadership Development, Start-ups, Real Estate Economics, Organizational Design, Cross-functional Team..., Product Management, Business Process..., SaaS, Business Transformation, Enterprise Software, Business Development, Executive Development, Program Management, Consulting
Education
Indiana University Bloomington
Master of Business Administration (M.B.A.)
True Balance July 2011 - Present
Balcor American Express August 1976 - July 1982
Skills
Performance Management, Change Management, Business Strategy, Financial Modeling, Real Estate Finance, Venture Financing, Corporate Finance, Strategic Planning, Process Improvement, Executive Coaching, Leadership, Coaching, Management Consulting, Entrepreneurship, Strategy, Organizational..., Business Planning, Executive Management, Mergers & Acquisitions, Leadership Development, Start-ups, Real Estate Economics, Organizational Design, Cross-functional Team..., Product Management, Business Process..., SaaS, Business Transformation, Enterprise Software, Business Development, Executive Development, Program Management, Consulting
Education
Indiana University Bloomington
Master of Business Administration (M.B.A.)
Cathy Schneider's Balcor-American Express Experience 1983 - 1985
Job Vice President at mTeam Group / 1st Advantage Mortgage a Draper and Kramer company
Industry Financial Services
Experience
mTeam Group of FIrst Advantage Mortgage, a Draper and Kramer company February 2010 - Present
mTeam Mortgage Group / Guaranteed Rate April 2007 - January 2010
mTeam Financial January 2003 - August 2007
Prism Mortgage / RBC Mortgage June 1998 - January 2003
Mesirow Financial August 1988 - June 1998
Balcor American Express 1983 - 1985
Skills
Mortgage Lending, FHA, Refinance, Loan Origination, Loans, Real Estate Economics, Residential Mortgages, FHA financing, Mortgage Banking, Sales Management, Finance, Investment Properties, Real Estate, Residential Homes, Credit, USDA, Certified Mortgage..., Construction Loans, Government Loans, Reverse Mortgages, Home Equity Lines of..., Commercial Mortgages, Mortgage Underwriting, Home Equity Loans, Brokerage, Real Estate Financing, Underwriting, Loss Mitigation, Commercial Real Estate, Disposition, VA loans, First Time Home Buyers, Real Estate Transactions, Investments, Loan Servicing, Credit Analysis, Financial Structuring, Asset Management, Real Estate Development, Banking, Portfolio Management, FHA Financing, Financial Analysis, Due Diligence
Education
University of Illinois at Urbana-Champaign - College of Business 1977 — 1981
BS Finance, Money, Banking & Investments
mTeam Group of FIrst Advantage Mortgage, a Draper and Kramer company February 2010 - Present
mTeam Mortgage Group / Guaranteed Rate April 2007 - January 2010
mTeam Financial January 2003 - August 2007
Prism Mortgage / RBC Mortgage June 1998 - January 2003
Mesirow Financial August 1988 - June 1998
Balcor American Express 1983 - 1985
Skills
Mortgage Lending, FHA, Refinance, Loan Origination, Loans, Real Estate Economics, Residential Mortgages, FHA financing, Mortgage Banking, Sales Management, Finance, Investment Properties, Real Estate, Residential Homes, Credit, USDA, Certified Mortgage..., Construction Loans, Government Loans, Reverse Mortgages, Home Equity Lines of..., Commercial Mortgages, Mortgage Underwriting, Home Equity Loans, Brokerage, Real Estate Financing, Underwriting, Loss Mitigation, Commercial Real Estate, Disposition, VA loans, First Time Home Buyers, Real Estate Transactions, Investments, Loan Servicing, Credit Analysis, Financial Structuring, Asset Management, Real Estate Development, Banking, Portfolio Management, FHA Financing, Financial Analysis, Due Diligence
Education
University of Illinois at Urbana-Champaign - College of Business 1977 — 1981
BS Finance, Money, Banking & Investments
Julie Z. Kohl Julie Z. Kohl's Balcor-American Express Experience January 1984 - December 1986
Job Expense Administrator Global Mobility
Industry Human Resources
Experience
Buckhead Church - Volunteer January 2007 - Present
Doosan Infracore International August 2011 - April 2014
Mulling Corporation 2008 - April 2010
OnSite Resource Solutions February 2006 - May 2008
City of Chamblee Project 2008 - 2008
Prague Language Center January 2003 - December 2005
Select Resource October 1997 - December 2002
Centennial Olympics - Champion USA June 1996 - August 1996
Communities Magazine January 1987 - June 1996
Balcor - American Express January 1984 - December 1986
Skills
Employee Relations, Office Management, Administrative..., Event Planning, Recruiting, Calendaring, Human Resources, Online Research, Training, Management, Logistics, Event Management, Project Planning, System Administration, Customer Service, Strategic Planning, Outlook, Editing, Community Outreach, Microsoft Excel, Research, Microsoft Office, Leadership, Social Networking, Coaching, Marketing, Program Management, Social Media, Public Relations, Microsoft Word, Public Speaking, Nonprofits, Budgets, Fundraising, Teamwork, PowerPoint, Time Management, Analysis, Team Building, Team Leadership, Organizational..., Process Scheduler, Staff Development, Sales, Leadership Development, Access, Volunteer Management, Process Improvement, Project Management, Administration
Education
Georgia State University
Bachelor's, Business Administration
ITC
TEFL, Teaching English as Foreign Language
Buckhead Church - Volunteer January 2007 - Present
Doosan Infracore International August 2011 - April 2014
Mulling Corporation 2008 - April 2010
OnSite Resource Solutions February 2006 - May 2008
City of Chamblee Project 2008 - 2008
Prague Language Center January 2003 - December 2005
Select Resource October 1997 - December 2002
Centennial Olympics - Champion USA June 1996 - August 1996
Communities Magazine January 1987 - June 1996
Balcor - American Express January 1984 - December 1986
Skills
Employee Relations, Office Management, Administrative..., Event Planning, Recruiting, Calendaring, Human Resources, Online Research, Training, Management, Logistics, Event Management, Project Planning, System Administration, Customer Service, Strategic Planning, Outlook, Editing, Community Outreach, Microsoft Excel, Research, Microsoft Office, Leadership, Social Networking, Coaching, Marketing, Program Management, Social Media, Public Relations, Microsoft Word, Public Speaking, Nonprofits, Budgets, Fundraising, Teamwork, PowerPoint, Time Management, Analysis, Team Building, Team Leadership, Organizational..., Process Scheduler, Staff Development, Sales, Leadership Development, Access, Volunteer Management, Process Improvement, Project Management, Administration
Education
Georgia State University
Bachelor's, Business Administration
ITC
TEFL, Teaching English as Foreign Language
William R. (Bill) Johnson CCIM's Balcor-American Express Experience October 1985 - December 1986
Job Senior Vice President of the Land and Investment Group at Richard Bowers & Co.
Industry Commercial Real Estate
Experience
Richard Bowers & Co. March 1990 - Present
Sharp Boylston Companies December 1986 - March 1990
Balcor American Express October 1985 - December 1986
Equity Group Investments September 1982 - October 1985
Erdman Rubloff International April 1981 - September 1982
Dain Corporation May 1978 - April 1981
Lincoln National Development Company May 1975 - May 1978
Skills
Investments, REO, Property, Marketing, Sales, Management, Location Intelligence, Tenant, Leases, Real Estate Economics, Disposition, Real Estate Transactions, Brokerage, Landlord, Property Management, Real Estate, Real Estate Development, Investment Properties, Due Diligence, Shopping Centers, Sellers, Commercial Real Estate, CCIM, Landlords, Land Acquisition, Contract Negotiation, Market Analysis, Corporate Real Estate, Dispositions, Tenant Representation
Education
Southern Methodist University - Cox School of Business 1974 — 1975
MBA, Business
Northeastern State University 1966 — 1970
BS and BA, Economics and Business Administration
Richard Bowers & Co. March 1990 - Present
Sharp Boylston Companies December 1986 - March 1990
Balcor American Express October 1985 - December 1986
Equity Group Investments September 1982 - October 1985
Erdman Rubloff International April 1981 - September 1982
Dain Corporation May 1978 - April 1981
Lincoln National Development Company May 1975 - May 1978
Skills
Investments, REO, Property, Marketing, Sales, Management, Location Intelligence, Tenant, Leases, Real Estate Economics, Disposition, Real Estate Transactions, Brokerage, Landlord, Property Management, Real Estate, Real Estate Development, Investment Properties, Due Diligence, Shopping Centers, Sellers, Commercial Real Estate, CCIM, Landlords, Land Acquisition, Contract Negotiation, Market Analysis, Corporate Real Estate, Dispositions, Tenant Representation
Education
Southern Methodist University - Cox School of Business 1974 — 1975
MBA, Business
Northeastern State University 1966 — 1970
BS and BA, Economics and Business Administration
Jay Donoghue Jay Donoghue's Balcor-American Express Experience 1982 - 1987
Job NonProfit Development/Major Gifts
Industry Nonprofit Organization Management
Experience
University of California, Irvine 2007 - 2012
A.G. Edwards 2003 - 2006
Merrill Lynch 1995 - 2002
Shearson American Express 1988 - 1994
Balcor American Express 1982 - 1987
Dean Witter Reynolds Inc. 1980 - 1981
Donoghue's Home Appliance Company 1977 - 1979
Surety Company of the Pacific 1973 - 1976
Los Angeles Unified School District 1971 - 1972
US Navy 1965 - 1966
Skills
Management, Public Speaking, Investments, Fundraising, Nonprofits, Community Outreach, Event Planning
Education
University of California, Los Angeles 1966 — 1970
Bachelor's Degree, Political Science
University of California, Irvine 2007 - 2012
A.G. Edwards 2003 - 2006
Merrill Lynch 1995 - 2002
Shearson American Express 1988 - 1994
Balcor American Express 1982 - 1987
Dean Witter Reynolds Inc. 1980 - 1981
Donoghue's Home Appliance Company 1977 - 1979
Surety Company of the Pacific 1973 - 1976
Los Angeles Unified School District 1971 - 1972
US Navy 1965 - 1966
Skills
Management, Public Speaking, Investments, Fundraising, Nonprofits, Community Outreach, Event Planning
Education
University of California, Los Angeles 1966 — 1970
Bachelor's Degree, Political Science
Sandra Cubas's Balcor-American Express Experience 1985 - 1987
Job Vice President of Operations at Encore Senior Living
Industry Hospital & Health Care
Experience
Encore Senior Living February 2008 - Present
Brookdale Senior Living September 2004 - December 2007
Brookdale Senior Living April 2003 - August 2004
Classic Residence by Hyatt March 1990 - March 2003
Balcor American Express 1985 - 1987
Skills
Medicare, Elder Care, Healthcare Management, Marketing, Home Care, Healthcare, Business Operations, Team Building, Strategic Planning, Personnel Management, Employee Relations, Budgets, Fundraising, Healthcare Consulting, Long-term Care, Medicaid, Public Speaking, Seniors, Training, Leadership, Leadership Development, Management, Customer Service, Coaching, Healthcare Industry, Physician Relations
Education
Elmhurst College 1980 — 1984
BS, Economics and Business Administration
Encore Senior Living February 2008 - Present
Brookdale Senior Living September 2004 - December 2007
Brookdale Senior Living April 2003 - August 2004
Classic Residence by Hyatt March 1990 - March 2003
Balcor American Express 1985 - 1987
Skills
Medicare, Elder Care, Healthcare Management, Marketing, Home Care, Healthcare, Business Operations, Team Building, Strategic Planning, Personnel Management, Employee Relations, Budgets, Fundraising, Healthcare Consulting, Long-term Care, Medicaid, Public Speaking, Seniors, Training, Leadership, Leadership Development, Management, Customer Service, Coaching, Healthcare Industry, Physician Relations
Education
Elmhurst College 1980 — 1984
BS, Economics and Business Administration
Alan Gray's Balcor-American Express Experience 1976 - 1986
Job Vice President at Wellesley Investment Advisors, Inc.
Industry Investment Management
Experience
Wellesley Investment Advisors, Inc. January 2013 - Present
Access Distribution Partners, LLC January 2012 - January 2013
Piedmont Capital Distributors October 2010 - January 2012
Alan Gray Financial Services March 2009 - January 2012
Lincoln Financial Distributors 2007 - 2009
FFB Equity Parnters 2004 - 2007
AIM Investments 1994 - 2004
Invesco Ltd. 1994 - 2004
Alliance Capital Management 1989 - 1992
Balcor American Express 1976 - 1986
Skills
Mutual Funds, Asset Management, Separately Managed..., Financial Advisory, Fixed Annuities, Asset Managment, Series 63, Alternative Investments, Investments, Series 7, Asset Allocation, Financial Services, Investment Management, Team Building, Investment Advisory, Series 6, FINRA, Financial Planners, Wealth, Equities, Fixed Income, Series 24, Portfolio Management, Securities, 401k, ETFs, Series 65, IRAs, High Net Worth..., Wealth Management..., Retirement, Retirement Planning, Wealth Management, Public Speaking, Real Estate, Investment Strategies, Investment Properties, Selling, Variable Annuities, Bonds, Annuity, Hedge Funds, Pensions, Wholesaling, Annuities, Insurance, Series 66, Sales Management, Consultative Selling, Real Estate Investment
Education
Southern Illinois University, Carbondale 1969 — 1973
BS, Accounting
Wellesley Investment Advisors, Inc. January 2013 - Present
Access Distribution Partners, LLC January 2012 - January 2013
Piedmont Capital Distributors October 2010 - January 2012
Alan Gray Financial Services March 2009 - January 2012
Lincoln Financial Distributors 2007 - 2009
FFB Equity Parnters 2004 - 2007
AIM Investments 1994 - 2004
Invesco Ltd. 1994 - 2004
Alliance Capital Management 1989 - 1992
Balcor American Express 1976 - 1986
Skills
Mutual Funds, Asset Management, Separately Managed..., Financial Advisory, Fixed Annuities, Asset Managment, Series 63, Alternative Investments, Investments, Series 7, Asset Allocation, Financial Services, Investment Management, Team Building, Investment Advisory, Series 6, FINRA, Financial Planners, Wealth, Equities, Fixed Income, Series 24, Portfolio Management, Securities, 401k, ETFs, Series 65, IRAs, High Net Worth..., Wealth Management..., Retirement, Retirement Planning, Wealth Management, Public Speaking, Real Estate, Investment Strategies, Investment Properties, Selling, Variable Annuities, Bonds, Annuity, Hedge Funds, Pensions, Wholesaling, Annuities, Insurance, Series 66, Sales Management, Consultative Selling, Real Estate Investment
Education
Southern Illinois University, Carbondale 1969 — 1973
BS, Accounting
Richard L Davis's Balcor-American Express Experience July 1977 - August 1981
Job President & CEO, The Cypress Group Professional Real Estate Executive MultiFamily Specialist Consultant
Industry Real Estate
Experience
The Cypress Group March 1996 - Present
MultiVest Real Estate, Inc August 1981 - December 1998
Balcor American Express July 1977 - August 1981
Skills
Real Estate, Apartments, Investment Properties, Property Management, Commercial Real Estate, Real Estate Transactions, Real Estate Development, Asset Managment, Real Estate Economics, Negotiation, Investors, Location Intelligence, Due Diligence, Investments, REO, Brokerage, Entitlements, Leases, Disposition
Education
Harvard Business School 1975 — 1977
MBA, Real Estate and Finance, J. Spencer Love Fellow
Georgia Institute of Technology 1972 — 1975
BS Industrial Management, Finance and Industrial Relations, summa cum laude
The Cypress Group March 1996 - Present
MultiVest Real Estate, Inc August 1981 - December 1998
Balcor American Express July 1977 - August 1981
Skills
Real Estate, Apartments, Investment Properties, Property Management, Commercial Real Estate, Real Estate Transactions, Real Estate Development, Asset Managment, Real Estate Economics, Negotiation, Investors, Location Intelligence, Due Diligence, Investments, REO, Brokerage, Entitlements, Leases, Disposition
Education
Harvard Business School 1975 — 1977
MBA, Real Estate and Finance, J. Spencer Love Fellow
Georgia Institute of Technology 1972 — 1975
BS Industrial Management, Finance and Industrial Relations, summa cum laude
Sharon Deuschle's Balcor-American Express Experience May 1982 - June 1988
Job CFO at Van Rooy Properties
Industry Real Estate
Experience
Van Rooy Properties July 2001 - Present
Wisconsin Management Co Inc. November 1993 - June 2001
Balcor American Express May 1982 - June 1988
Skills
Accounting, Real Estate, Asset Management, Financial Reporting, Property Management, Forecasting, Budgets, Financial Accounting, Accounts Payable, Strategic Planning, Account Reconciliation
Education
University of Illinois at Urbana-Champaign 1976 — 1980
Accounting
Van Rooy Properties July 2001 - Present
Wisconsin Management Co Inc. November 1993 - June 2001
Balcor American Express May 1982 - June 1988
Skills
Accounting, Real Estate, Asset Management, Financial Reporting, Property Management, Forecasting, Budgets, Financial Accounting, Accounts Payable, Strategic Planning, Account Reconciliation
Education
University of Illinois at Urbana-Champaign 1976 — 1980
Accounting