Berkeley Capital Advisors
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Berkeley Capital Advisors Employees
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
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
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
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
Berkeley Capital Advisors March 2010 - Present
Commerce Title February 2008 - September 2008
Education
University of Richmond 2001 — 2005
BA, Political Science
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
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
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
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
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
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
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
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
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