Berkeley Capital Advisors

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Berkeley Capital Advisors Employees

Employee
Years
Job
Industry
Tim Womble Tim Womble Charlotte, North Carolina Details
Tim Womble's Berkeley Capital Advisors Experience April 2015 - July 2015
Job Graphic Design / Marketing at Berkeley Capital Advisors
Industry Public Relations and Communications
Experience
Freelance Graphic Design  August 2009 - Present
Berkeley Capital Advisors   April 2015 - July 2015
Soccer Shots Charlotte   May 2014 - December 2014
Elevation Church  May 2013 - August 2013
High Point University  August 2010 - May 2013
NewSpring Church  May 2011 - August 2011

Skills
Team Management, Strategic Communications, Audio Engineering, Video Production, Public Speaking, Volunteer Recruiting, Volunteer Training, Advising Clients, Graphic Design, Leadership, Brand Development, Branding & Identity, Creative Strategy, Graphics, Photo Editing

Education
High Point University   2009 — 2013
Bachelor of Arts (BA), Communications - Electronic Media

Doug Warstler Doug Warstler Nashville, Tennessee Details
Doug Warstler's Berkeley Capital Advisors Experience June 2012 - August 2012
Job Vanderbilt MAcc Valuation
Industry Investment Management
Experience
PwC  January 2015 - March 2015
Locus Engineering LLC   June 2012 - February 2014
Southeast Asset Advisors   June 2013 - July 2013
Berkeley Capital Advisors   June 2012 - August 2012

Skills
Mobile Applications, Software Development, Entrepreneurship, Business Development, Leadership, Valuation, Enterprise Software, Java, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Social Networking, Data Analysis, Research, Social Media, Teamwork

Education
Vanderbilt University - Owen Graduate School of Management   2014 — 2015
Master of Accountancy Valuation

Furman University   2010 — 2014
Bachelor of Science (BS), Mathematics, Computer Science

Erin Green Erin Green Charlotte, North Carolina Details
Erin Green's Berkeley Capital Advisors Experience June 2013 - Present
Job Analyst at Berkeley Capital Advisors
Industry Commercial Real Estate
Experience
Berkeley Capital Advisors   June 2013 - Present
CBRE  September 2012 - December 2012
Berkeley Capital Advisors   May 2011 - August 2012
Dennis Corporation  January 2012 - May 2012
Camp Sea Gull and Camp Seafarer  May 2008 - August 2010

Skills
Argus Modeling, Microsoft Excel, Cash Flow Reporting, InDesign, Photoshop

Education
University of South Carolina   2009 — 2013
Bachelor of Science (B.S.), Real Estate and Marketing

University of South Carolina - Darla Moore School of Business
Real Estate and Marketing

Ransome Foose Ransome Foose Charlotte, North Carolina Details
Ransome Foose's Berkeley Capital Advisors Experience February 2014 - Present
Job Principal at Berkeley Capital Advisors
Industry Financial Services
Experience
Berkeley Capital Advisors   February 2014 - Present
Hayek Kallen Investment Management   May 2012 - October 2013
Bank of America Merill Lynch  June 2004 - May 2012

Skills
Structured Finance, Portfolio Management, Capital Markets, Investment Banking, Bonds, Financial Modeling, Fixed Income, Asset Management, Credit Analysis, Investments, Valuation, Financial Structuring, Alternative Investments, Due Diligence, Equities

Education
University of Mississippi   2000 — 2004
BBA, Banking and Finance

Valerie Richmond Valerie Richmond Dallas/Fort Worth Area Details
Valerie Richmond's Berkeley Capital Advisors Experience March 2010 - Present
Job Regional Intern at Berkeley Capital Advisors
Industry Real Estate
Experience
Berkeley Capital Advisors   March 2010 - Present
Commerce Title  February 2008 - September 2008

Education
University of Richmond   2001 — 2005
BA, Political Science

Adrian Hunter Adrian Hunter Greater Detroit Area Details
Adrian Hunter's Berkeley Capital Advisors Experience October 2012 - June 2013
Job State Farm Insurance Agency Intern
Industry Financial Services
Experience
Willingham State Farm Insurance Agency   June 2013 - March 2015
Berkeley Capital Advisors   October 2012 - June 2013
JPMorgan Chase  March 2012 - October 2012
New York Life  March 2011 - March 2012

Skills
Investments, Portfolio Management, Retirement Planning, Strategic Financial..., Banking, Insurance

Education
Southern Nazarene University   2009 — 2012
Bachelor of Science (B.S.), Business Administration/Pre-law

Grand Blanc

Grand Blanc

Elizabeth Brunner Elizabeth Brunner Rock Hill, South Carolina Details
Elizabeth Brunner's Berkeley Capital Advisors Experience April 1998 - July 2003
Job Regional Sales Support Coordinator at Mood Media
Industry Marketing and Advertising
Experience
Mood Media  March 2014 - Present
Mood Media  February 2012 - March 2014
Mood Media  July 2005 - February 2012
Berkeley Capital Advisors   April 1998 - July 2003

Skills
Customer Service, Social Media Marketing, Event Planning, Microsoft Office, New Business Development, Sales Management, Event Management, Microsoft Excel, Outlook, Customer Satisfaction, Direct Sales, PowerPoint, Microsoft Word, Data Entry, Team Building, Negotiation, Call Centers, Sales Process, Team Leadership, CRM, Customer Retention, Management, Training, Sales Operations

Education
Georgia Southern University   1990 — 1993

American Pubic University System
Bachelor's Degree, Marketing

Zachary Gilbert Zachary Gilbert Ithaca, New York Details
Zachary Gilbert's Berkeley Capital Advisors Experience June 2012 - August 2012
Job Incoming Summer Analyst at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co.   April 2015 - Present
College Mentors for Kids, Inc.   April 2014 - Present
AmerisourceBergen  June 2014 - August 2014
Big Red Shipping and Storage   April 2014 - June 2014
Brookwood Associates  June 2013 - July 2013
Cypher League Media LLC  November 2012 - March 2013
The Pat McCrory Committee  January 2012 - November 2012
Berkeley Capital Advisors   June 2012 - August 2012
Force Management  February 2012 - May 2012
United States Senate  June 2010 - August 2010

Skills
Fundraising, Non-profits, Public Speaking, Event Planning, Social Media, Political Campaigns, International Relations, Research, Microsoft Office, Public Relations, PowerPoint, Event Management, Politics, Community Engagement, Political Consulting, Strategic Communications, Community Outreach, Microsoft Word, Spanish, Nonprofits

Education
Cornell University
Bachelor of Science (BS), Industrial and Labor Relations

Adam Russ Adam Russ Charlotte, North Carolina Details
Adam Russ's Berkeley Capital Advisors Experience July 2015 - Present
Job Berkeley Capital Advisors
Industry Commercial Real Estate
Experience
Berkeley Capital Advisors   July 2015 - Present
Colliers International Charlotte  April 2013 - July 2015
Insite Properties, LLC   December 2010 - April 2013
CB Richard Ellis The Furman Co.   January 2010 - December 2010

Skills
Real Estate Development, Real Estate, Investment Properties, Investments, Financial Modeling, Sellers, Finance, Real Estate Economics, Real Estate Transactions, Valuation, Leases, Marketing, Due Diligence, Commercial Real Estate, Location Intelligence, Brokerage, Disposition, Asset Management, Property Management, Mergers & Acquisitions, Private Equity, Strategic Planning, Acquisitions, Contract Negotiation, Argus Modeling, Real Estate Financing

Education
Clemson University   2008 — 2010
MRED, Real Estate Development

University of North Carolina at Chapel Hill   2003 — 2007
B.A.

CCDS   1996 — 2003

Levell, Jay Levell, Jay Charlotte, North Carolina Area Details
Levell, Jay's Berkeley Capital Advisors Experience September 2002 - February 2014
Job White Point Partners
Industry Real Estate
Experience
Berkeley Capital Advisors   September 2002 - February 2014

Skills
Real Estate Economics, Investments, Real Estate Financing, Location Intelligence, Disposition, Financial Analysis, Financial Modeling, Real Estate Transactions, Leases, Real Estate Development, Portfolio Management, Commercial Real Estate, Real Estate

Education
University of North Carolina at Chapel Hill   1998 — 2002
Bachelor's Degree, Economics

St. Mark's School of Texas   1988 — 1998

David Vinson David Vinson Raleigh, North Carolina Details
David Vinson's Berkeley Capital Advisors Experience February 2011 - June 2013
Job Vice President at NorthMarq Capital
Industry Commercial Real Estate
Experience
NorthMarq  June 2013 - Present
Berkeley Capital Advisors   February 2011 - June 2013
Wells Fargo  June 2009 - February 2011
Wachovia Securities  January 2006 - May 2009

Education
Appalachian State University   2002 — 2005
BSBA, Finance

Samantha Ly Samantha Ly San Jose, California Details
Samantha Ly's Berkeley Capital Advisors Experience June 2009 - August 2009
Job Audit Senior at EY
Industry Semiconductors
Experience
EY  October 2013 - Present
PwC  January 2012 - October 2013
Matson, Driscoll & Damico LLP   September 2011 - December 2011
Riverbed Technology  August 2011 - December 2011
Intrabond Capital U.S., Inc., Focus Group Holdings, Ltd., Hamlin Harkins Ltd.   April 2011 - August 2011
Golden Gate University  February 2010 - August 2011
Berkeley Capital Advisors   June 2009 - August 2009
RiskMetrics Group  August 2008 - October 2008

Skills
Accounting, Financial Reporting, Auditing, Internal Controls, Sarbanes-Oxley Act, Financial Accounting, Account Reconciliation, Accounts Payable, Managerial Finance, Forecasting, Leadership, Budgets, Analysis, Finance, Internal Audit

Education
Golden Gate University   2010 — 2011
Master, Accountancy

The University of Manchester   2005 — 2009
BSc, Finance, Economics

The Hong Kong University of Science and Technology   2007 — 2008
Banking, Economics

GMAT
710

Antonio Bestard Antonio Bestard Greater San Diego Area Details
Antonio Bestard's Berkeley Capital Advisors Experience September 2009 - February 2010
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  December 2012 - Present
Merrill Lynch  October 2010 - October 2012
Morgan Stanley Smith Barney  March 2010 - October 2010
Berkeley Capital Advisors   September 2009 - February 2010
Berkeley Capital   September 2009 - February 2010
2008-2009 Independent Contractor   October 2007 - June 2009
Enterprise Rent-A-Car  August 2004 - October 2007
2004-2007Enterprise Rent-A-Car   August 2004 - October 2007
MOASC   October 2002 - August 2004

Skills
Investments, Portfolio Management, Wealth Management, Strategic Financial..., Insurance, Capital Markets, Loans, Public Speaking, New Business Development, Operations Management, Team Building, Series 7, Marketing, Management, Finance, Mutual Funds, Retirement Planning, Sales, Customer Service, Strategic Planning

Education
California State Polytechnic University-Pomona   1998 — 2003
BA, History

2009Cal Poly
BA, History

Addison Montague Addison Montague United States Details
Addison Montague's Berkeley Capital Advisors Experience May 2014 - Present
Job Analyst at Berkeley Capital Advisors
Industry
Experience
Berkeley Capital Advisors   May 2014 - Present
Cassidy Turley  August 2011 - April 2014

Education
University of North Carolina at Chapel Hill   2005 — 2009
Bachelor's degree, Economics