Berkeley Point Capital LLC
Industry: Company
DescriptionFounded: 1987 Parent organization: Berkeley Point Financial LLC
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Berkeley Point Capital LLC Employees
Boston Capital July 2014 - Present
Berkeley Point Capital LLC March 2012 - July 2014
Deutsche Bank Berkshire Mortgage June 2008 - March 2012
Deutsche Bank Berkshire Mortgage January 2007 - June 2008
Provident Funding Associates L.P. June 2005 - December 2006
Skills
Real Estate Economics, Asset Management, Valuation, Financial Modeling, Financial Analysis, Loans, Due Diligence, Portfolio Management, Underwriting, Investments, Real Estate, Commercial Real Estate, Real Estate Transactions, Mortgage Lending, Loan Origination, Real Estate Development, Private Equity, Credit, Investment Properties, Finance, Asset Managment
Education
The University of Connecticut School of Business 2001 — 2005
Bachelor of Science, Finance
Berkeley Point Capital LLC August 2015 - Present
PNC February 2015 - August 2015
PNC October 2013 - February 2015
PNC August 2012 - September 2013
PNC February 2011 - July 2012
Skills
Commercial Mortgages, Social Networking, Financial Analysis, Spanish, Asset Management, Fannie Mae, Commercial Banking, Multifamily Property..., Real Estate, Commercial Real Estate, Portfolio Management, Financial Statements, Microsoft Excel, Finance, Credit, Time Management, Market Research, Analysis, Underwriting, Financial Modeling, Loans, Leadership, Management
Education
California State University-Northridge 2008 — 2010
Bachelor, Finance & Real Estate
Pasadena City College 2005 — 2007
Associate Degree, Business Administration
Burbank High School
Berkeley Point Capital LLC January 2008 - Present
Deutsche Bank Berkshire Mortgage 2003 - 2008
Berkshire Mortgage Finance 1999 - 2003
AEW Capital Management 1997 - 1999
Copley Real Estate Advisors 1996 - 1997
Skills
Multifamily Loan..., Multifamily Real Estate, Senior Housing, Affordable Housing, Student Housing, Commercial Real Estate, Real Estate Transactions, Financial Analysis, Underwriting, Asset Management, Real Estate, Real Estate Economics, Real Estate Financing, Loan Origination, Disposition, Commercial Mortgages
Education
Northeastern University
Bachelor of Science (B.S.), Finance
Berkeley Point Capital LLC February 2015 - Present
Massachusetts General Hospital June 2013 - February 2015
Boston College June 2007 - May 2013
Enquiron May 2012 - August 2012
Boston College Children’s Center January 2012 - May 2012
The Rye Tavern June 2011 - September 2011
The Crystal Pineapple July 2010 - September 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Outlook, Windows, Event Planning
Education
Lynch School of Education 2012 — 2013
Bachelor of Arts, Human Development; Human Resources
Boston College 2009 — 2013
Bachelor of Arts (B.A.), Human Development and Communications
Sturgis
CBRE May 2012 - Present
Berkeley Point Capital LLC April 2009 - April 2012
Deutsche Bank January 2007 - March 2009
Deutsche Bank Berkshire Mortgage October 2005 - December 2006
Deutsche Bank Berkshire Mortgage April 2002 - October 2005
Baron Properties July 2000 - October 2001
Berkshire Mortgage Finance April 1992 - April 1999
Massachusetts Housing Finance Agency July 1989 - April 1992
Skills
Credit Risk Management, Commercial Real Estate, CMBS, Underwriting, Finance, Management, Leadership, Credit Risk, Financial Structuring, Loans, Capital Markets
Education
Boston University 1989 — 1993
M.U.A. - Master of Urban Affairs
Northeastern University 1987 — 1989
Master of Public Administration (M.P.A.)
Colorado State University 1983 — 1987
Bachelor of Arts (B.A.), Social Sciences
Fairview HS
West Sage Group May 2014 - Present
Berkeley Point Capital LLC December 2009 - May 2014
Independent Contractor April 2008 - December 2009
RBS Greenwich Capital September 2006 - May 2008
Deutsche Bank May 2001 - August 2006
CNL Commercial Finance December 2000 - May 2001
Bay View Capital Coporation September 1997 - November 2000
Franchise Mortgage Acceptance Corporation 1997 - 2000
Citicorp North America May 1996 - September 1997
Skills
Structured Finance, Mezzanine, Underwriting, Financial Modeling, Loan Origination, Commercial Mortgages, Management, Real Estate Economics, Asset Managment, Valuation, Due Diligence, Loans, Asset Management, Commercial Real Estate, Financial Structuring, Credit, CMBS, Real Estate, Risk Management, Portfolio Management, Real Estate Financing, Investments, Equities, Financial Risk, Securitization, Mortgage Lending, Private Equity, Finance, Real Estate Transactions
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1992 — 1997
BA
Berkeley Point Capital LLC February 2013 - Present
Centerline Capital Group January 2008 - February 2013
RR Donnelley Global Real Estate Services September 2006 - January 2008
Wachovia Securities October 2004 - September 2006
Prudential Asset Resources 2001 - 2004
Skills
Underwriting, Strategic Planning, Asset Management, Analysis, Real Estate Transactions, Loans, Real Estate Economics, Investment Properties, Real Estate, Property Management, Loan Origination, Budgets, Real Estate Development, Leases, Commercial Real Estate, Negotiation, Due Diligence, Training, Commercial Mortgages, Valuation, Disposition, Mortgage Lending, Real Estate Financing, Microsoft Excel
Education
Midwestern State University 1991 — 1995
BA, Mass Communications
Berkeley Point Capital LLC November 2014 - Present
San Diego Gas & Electric June 2014 - November 2014
Chipotle January 2012 - May 2014
San Diego Gas & Electric May 2013 - August 2013
Berkeley Point Capital LLC June 2012 - May 2013
Alpha Kappa Psi May 2012 - May 2013
Brandon and Associates August 2012 - December 2012
Olivia's Dollhouse and Tea Room January 2010 - September 2011
Olivia’s Dollhouse and Tea Room January 2010 - September 2011
Congressman John Campbell June 2011 - August 2011
Skills
Event Planning, PowerPoint, Public Speaking, Microsoft Excel, Microsoft Office, Facebook, Microsoft Word, Social Networking, Spanish, Research, Time Management, Social Media Marketing, Word, Excel, Mac, Social Media, Team Building, Leadership, Access, Data Entry, Customer Relations, Writing, Customer Service, Event Management, Finance, Windows, OS X, Teamwork, Public Relations, Editing, Press Releases, Financial Analysis, Analysis, Accounting, Instagram, Journal Entries, SAP, Account Reconciliation, Cost Accounting, Market Research, Real Estate Transactions
Education
University of San Diego 2011 — 2014
Bachelor of Arts (B.A.), Bachelor of Business Administration (B.B.A.), Finance and Political Science
University of San Diego 2011 — 2013
Duel Degrees in Finance and Political Science, Business
Auction.com February 2014 - Present
Berkeley Point Capital LLC January 2012 - November 2013
Deutsche Bank Berkshire Mortgage July 2002 - March 2012
Wells Fargo Bank March 1999 - October 2000
Skills
Real Estate, Asset Managment, Loans, Underwriting, Commercial Real Estate, Real Estate Economics, Property Management, CMBS, Disposition, Mortgage Lending, Valuation, Financial Analysis, Real Estate Transactions, Real Estate Financing, Loan Origination, Asset Management, Portfolio Management, Structured Finance
Education
Florida State University - College of Business 2008 — 2010
MBA, Real Estate Finance
Northern Arizona University, College of Business Administration 1995 — 2000
Bachelor's degree, Finance
Lamont Street Partners LLC August 2010 - Present
Berkeley Point Capital LLC March 2012 - November 2014
Deutsche Bank October 2004 - March 2012
Berkshire Mortgage Finance April 1999 - October 2004
Walker & Dunlop March 1997 - April 1999
Riggs Bank June 1994 - March 1997
Skills
Debt Restructuring, Asset Management, Commercial Real Estate, Disposition, Real Estate Financing, Valuation, CMBS, Portfolio Management, Acquisitions, Commercial Leasing, Negotiation, International Business, International Tax, Commercial Lending, Purchasing Negotiation, Client Development, Manage Client..., Entrepreneurship, Wealth Management, Structured Finance
Education
The George Washington University 1992 — 1994
Master of Business Administration (MBA), Honors
Western Michigan University 1989 — 1992
Bachelor's degree, Political Science and Government, Honors
Northwestern College 1987 — 1989
Undergraduate Studies, Biology, General
Berkeley Point Capital LLC April 2015 - June 2015
FBC Mortgage LLC October 2014 - January 2015
EverBank December 2012 - October 2014
Skills
Retail Lending, Mortgage Lending, Encompass 360, FHA Loans, Stata, Mathematics, SAP, Refinancings, Residential Mortgages, HARP Loans, Loans, FHA, Loan Origination, Mortgage Banking, Financial Analysis, Refinance, FHA financing, Mortgage Underwriting, USDA, Reverse Mortgages, Construction Loans, Government Loans, VA loans, Credit, Underwriting, Real Estate Financing, Finance, Facebook
Education
Bentley University 2010 — 2012
Bachelor of Science (BS), Managerial Economics
The University of Connecticut 2008 — 2011
Majored, Economics
Cape Cod Academy 2003 — 2008
CBRE Capital Markets May 2014 - Present
Berkeley Point Capital LLC May 2003 - April 2014
Skills
Commercial Real Estate, Real Estate Financing, Mortgage Lending, Loan Origination, Asset Management, Loans, FHA, LIHTC, CMBS, Loss Mitigation, Real Estate Economics, Real Estate Development, Affordable Housing, Equities, Real Estate Transactions, Due Diligence, Dispositions, Real Estate
Education
New York University 1986 — 1989
Master of Business Administration (MBA), Finance, General
University of Pennsylvania 1980 — 1984
Bachelor of Arts (BA), Economics
Berkeley Point Capital LLC March 2015 - Present
Berkeley Point Capital LLC 2012 - 2015
Deutsche Bank Berkshire Mortgage 2010 - 2012
Greystone Servicing Corporation, Inc. 2006 - 2010
Skills
Commercial Real Estate, Financial Analysis, Research, Leadership, Analytical Skills, Problem Solving, Mortgage Lending, Real Estate Economics, Loans, Real Estate Financing, Loan Origination, Real Estate Transactions, Commercial Mortgages, Commercial Lending
Education
The George Washington University - School of Business 2007 — 2009
Master of Business Administration (M.B.A.), Finance, General
Smith College 2000 — 2004
Bachelor of Arts (B.A.), Economics
The CastleRock Group December 2010 - Present
Berkeley Point Capital LLC October 2012 - January 2014
Meridian Capital Group 2006 - 2010
Kushner Companies June 2001 - July 2004
Kol Zimra, LLC 2001 - 2002
Skills
Mortgage, Real Estate, Debt, Loans, Equities, Real Estate Finance, Real Estate Investment, Real Estate Economics, Investments, Portfolio Management, Mortgage Lending, Investment Properties, Asset Management, Property Management, Due Diligence, Venture Capital, Brokerage, Loan Origination, Real Estate Development, Mergers & Acquisitions, Capital Markets, Disposition, Management, Entitlements, Commercial Real Estate, Real Estate Financing, Asset Managment, Structured Finance, Residential Homes, Valuation, Private Equity, Restructuring, Real Estate Transactions, Leases, Property, Commercial Mortgages, Financial Modeling, Financial Structuring
Education
Seton Hall University School of Law 2003 — 2006
JD, Law
Yeshiva University 1997 — 2001
Bachelor's degree, Economics
Ramaz
Berkeley Point Capital LLC March 2012 - Present
Deutsche Bank March 2005 - March 2012
The Cooperative Bank April 2004 - March 2005
Sovereign Bank March 2001 - March 2004
Middlesex Savings Bank, Natick, MA May 2000 - March 2001
US Trust Bank, Boston, MA November 1996 - March 2000
P&O Maritime January 1989 - October 1996
Skills
Process Management, Project Planning, Certified Project..., Loan Servicing, Project Management, Business Analysis, Cross-functional Team..., Management, Portfolio Management, Loans, Loan Origination, Business Process, Mortgage Lending, Risk Management, Commercial Lending, Asset Management, Valuation, Financial Analysis, Finance
Education
Harvard University 1997 — 1999
CSS-AM, Administration & Management
University of Massachusetts Boston 1984 — 1988
BA, Psychology
Hunt Mortgage Group February 2015 - Present
Berkeley Point Capital LLC July 2014 - February 2015
Freddie Mac June 2012 - July 2014
Wells Fargo Bank August 2010 - June 2012
Skills
Financial Modeling, Cash Flow, Commercial Lending, Credit Risk, Debt & Equity Financing, Mergers & Acquisitions, Due Diligence, Mortgage Lending, Corporate Finance, Loan Origination, Valuation, Capital Markets, Finance, Asset Management, Credit, Analysis, Real Estate, Commercial Real Estate
Education
Indiana University Bloomington 2008 — 2010
B.A, Political Science & Economics
Berkeley Point Capital LLC March 2012 - Present
Deutsche Bank Berkshire Mortgage October 2004 - March 2012
Berkshire Mortgage Finance 1997 - 2004
Patrician Financial Company November 1992 - October 1997
Oxford Development February 1985 - November 1992
The Investment Group 1983 - 1985
National Housing Partnership 1980 - 1983
Education
University of Michigan 1977 — 1978
M.A., English Language and Literature
University of Toronto - University of St. Michael's College 1971 — 1976
B.A., English, East Asian Studies
TripAdvisor September 2015 - Present
Berkeley Point Capital LLC September 2013 - Present
KNF&T Staffing Resources March 2012 - July 2013
John Hancock Financial Services September 2008 - March 2012
Skills
Email Marketing, Salesforce.com, Social Media, Marketing Communications, Marketing, Social Media Marketing, Digital Marketing, Google Analytics, Direct Marketing, Public Relations, Online Marketing
Education
Fairfield University 2004 — 2008
B.A., Communications, Marketing
Berkeley Point Capital LLC April 2014 - Present
Goji January 2014 - April 2014
Consumer United June 2013 - January 2014
Consumer United October 2012 - June 2013
Mills Properties, Inc. August 2011 - August 2012
University of Missouri August 2009 - December 2010
Skills
Sales, Sales Operations, Property & Casualty..., Administrative..., Tutoring, Leasing, Research, Customer Service, Nutrition, Nutritional Analysis, Exercise Physiology, Hospitality, Science, Biochemistry, General Insurance, Training, Facebook
Education
University of Missouri-Columbia 2008 — 2012
Bachelor's degree, Nutrition Sciences
Metropolitan Community College-Maple Woods 2007 — 2008
Associate of Arts (A.A.)
Berkeley Point Capital LLC December 2014 - Present
Northwestern Mutual, The Washington Group June 2013 - September 2013
4 Our Fans Inc. June 2012 - August 2012
Woodberry Sports Camp June 2010 - July 2010
Skills
Microsoft Excel, PowerPoint, Social Media, Financial Analysis, Microsoft Office, Strategic Financial..., Leadership, Finance, Real Estate Financing, Event Planning
Education
Elon University 2010 — 2014
BSBA, Finance
Woodberry Forest School 2006 — 2010
Diploma
Scottrade September 2013 - Present
Images of Grace Photography 2008 - Present
Berkeley Point Capital LLC June 2013 - August 2013
Cejka Search February 2013 - May 2013
Eagle Hospital Physicians December 2008 - January 2013
Pioneer Lumber Company June 2008 - November 2008
West County Community Church May 2005 - May 2008
Skills
Microsoft Word, Excel,..., Leadership, Access, PowerPoint, Microsoft Excel, Management, Marketing Communications, Team Building, Software Documentation, Photography, CRM, Marketing, Public Speaking, Business Development, Inventory Management, Customer Service, Salesforce.com
Education
Illinois State University 1985 — 1986
Business Administration and Management, General
State Fair Community College 1983 — 1985
Business Administration and Management, General
Cantor Commercial Real Estate Company (CCRE) October 2014 - Present
Berkeley Point Capital LLC May 2012 - Present
Fannie Mae April 2008 - May 2012
Walker & Dunlop January 2006 - April 2008
Freddie Mac May 2003 - January 2006
Bearingpoint / KPMG Consulting June 2001 - May 2003
KPMG LLP September 1989 - June 2001
Skills
Investments, Loans, Valuation, Accounting, Financial Analysis, Risk Management, Real Estate, Management Consulting, Structured Finance, Derivatives, SEC reporting, SOX, Risk, Portfolio Management, Enterprise Risk..., Capital Markets, SEC filings, Corporate Governance, Sarbanes-Oxley Act, Financial Risk, Financial Services, Finance, Equities, Credit, Due Diligence, Financial Modeling
Education
Georgetown University 1985 — 1989
Bachelor of Science (B.S.), Business Administration - Accounting
PS 117
Elon University Campus Technology May 2014 - Present
Berkeley Point Capital LLC May 2015 - August 2015
Chesapeake Financial Shares May 2013 - August 2013
Woodberry Forest School June 2012 - July 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Outlook, Access Database, Access, Teaching, Endorsements, English, Spanish
Education
Elon University - Martha and Spencer Love School of Business 2012 — 2016
Majors: Finance and Business Management, Minor: Economics
Woodberry Forest School 2008 — 2012
Diploma
Berkeley Point Capital LLC March 2015 - Present
Dougherty & Company March 2013 - March 2015
IHG October 2012 - March 2013
SB Yen 2009 - October 2012
RBC Capital Markets 2007 - 2009
LaSalle Bank 2000 - 2007
Skills
Underwriting, Loans, Credit, Finance, Commercial Mortgages, Real Estate Economics, Financial Analysis, Multifamily Finance, Fannie Mae, CMBS, Portfolio Management, Financial Services, Loan Origination, Mortgage Lending, Credit Analysis, Asset Management, Commercial Lending, Financial Modeling, Sales, Commercial Banking, Commercial Real Estate, Valuation, Real Estate Financing, Capital Markets, Structured Finance, Financial Structuring, Due Diligence, Credit Risk, Funding, Real Estate, Investments
Education
Benedictine University
Finance
Berkeley Point Capital LLC May 2012 - June 2014
CapitalSource Inc. January 2010 - December 2011
CapitalSource Inc. December 2000 - January 2010
Hogan and Hartson, LLP and Arnold and Porter April 1999 - December 2000
Arnold & Porter November 1995 - April 1999
Skills
Due Diligence, Mergers & Acquisitions, Corporate Law, Private Equity, Intellectual Property, Corporate Governance, Securities, Commercial Litigation, Corporate Finance, Management
Education
Columbia University in the City of New York
BA, History and Russian Studies
Georgetown University Law Center
JD, Law
The Frisch School
High School Diploma
OvaScience March 2015 - Present
Berkeley Point Capital LLC December 2012 - March 2015
AVEO Oncology February 2011 - December 2012
Molecular Insight Pharmaceuticals December 2007 - February 2011
Conduit Systems November 2006 - December 2007
Silversword April 2005 - November 2006
CDIA at Boston University 2004 - 2005
The New England Institute of Art 2004 - 2005
Gibbs College- Boston 2001 - 2005
Skills
Remote Access, Project Management, Blackberry Enterprise..., Microsoft Exchange, Windows Server, Active Directory, VMware, Servers, Data Center, System Administration, Technical Support, IT Service Management, Group Policy, Hardware, Networking, Change Management, Disaster Recovery, IT Management, Troubleshooting, Team Leadership, Software Documentation, Operating Systems, WAN, FDA, Help Desk Support, Vendor Management, Windows, IT Operations, GMP, Storage Area Networks, Network Security, Network Administration, Integration, Validation, Information Technology, 21 CFR Part 11, Visio, Windows 7, ITIL, Microsoft SQL Server, SharePoint, DNS, Computer System..., Management, Leadership, CRM, Citrix, Change Control, System Deployment, Virtualization
Education
Northeastern University 2006 — 2009
BS, Information Technology
BR High School 1994 — 1998
Berkeley Point Capital LLC May 2013 - Present
Network Health February 2013 - May 2013
Consumer United September 2012 - January 2013
Goldbranch Estates July 2012 - October 2012
Boulder Country Club May 2011 - July 2012
Perfect Parties June 2010 - August 2010
Amberg Entertainment, Inc. June 2009 - August 2009
Skills
Event Planning, Event Management, Computer Proficiency, Microsoft Office, PowerPoint, Phone Skills, Teamwork, People Skills, People-oriented, Multi Tasking, Task Management, Time Management, Mac OS, PC, POS, Social Networking, General Office Skills, Wedding Planning, Ultipro, Ezlynx, Property & Casualty..., Sales, Telephone Skills, Public Relations, Employee Benefits, Facebook, Customer Service, Leadership, Insurance, Nonprofits, Outlook, Microsoft Word, Microsoft Excel, Social Media, Account Management, Fundraising
Education
University of Colorado at Boulder 2008 — 2012
Bachelor's degree, Philosophy
Cherry Creek High School 2004 — 2008
Berkeley Point Capital LLC November 2014 - Present
Prudential Mortgage Capital Company July 2012 - November 2014
Rutgers University School of Management and Labor Relations January 2012 - September 2012
MF Global with DCH Advisors May 2011 - August 2011
MOMENTUM TRADING GROUP, LLC June 2010 - August 2010
Skills
Excel, Adobe Acrobat, Econometrics, Economics, Trading, Payroll Processing, Ceridian, Back-Test Strategies, Microsoft Excel, Investments, Data Analysis, Payroll, Analysis, Asset Allocation, Due Diligence, Real Estate Economics, Public Speaking, PowerPoint, Portfolio Management, Finance, Management, Equities, Financial Analysis, Financial Modeling, Microsoft Office
Education
Rutgers, The State University of New Jersey-New Brunswick 2012 — 2013
Master's degree, Labor and Industrial Relations
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2012
BA, Economics
Berkeley Point Capital LLC June 2013 - Present
Walleye Trading June 2013 - Present
Skills
Finance, Economics, Calculus, Mandarin, Spanish, Microsoft Excel, Critical Thinking, Teamwork, PowerPoint, Microsoft Word, Research, Intercultural..., Financial Modeling, Corporate Finance, Macroeconomics, Chinese, SPSS, Data Analysis
Education
Kalamazoo College 2010 — 2014
Bachelor's degree, Mathematics
Hong Kong Baptist University 2012 — 2013
Massachusetts Housing Partnership January 2015 - Present
Berkeley Point Capital LLC March 2012 - December 2014
Deutsche Bank Berkshire Mortgage October 2004 - March 2012
Berkshire Mortgage Finance June 1997 - October 2004
Clinton Savings Bank 1990 - 1991
Detroit Airport Marriott 1987 - 1989
Skills
Mortgage Lending, Customer Service, Finance, Commercial Lending
Education
Fitchburg State University 1983 — 1985
Bachelor of Science (BS), Business Administration and Management, General
Mount Wachusett Community College 1979 — 1982
Associate's Degree, Business Administration and Management, General
Lancaster Pollard April 2015 - Present
Berkeley Point Capital LLC August 2012 - April 2015
Red Capital Group June 2007 - July 2012
Skills
Real Estate Economics, Underwriting, Due Diligence, Brokerage, Credit Analysis, Investment Properties, Financial Structuring, Mergers & Acquisitions, Commercial Mortgages, Loan Origination, Mortgage Lending, Dispositions, Finance, Management
Education
Ohio University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance
Stratford Capital Group July 2014 - Present
Berkeley Point Capital LLC July 2010 - May 2014
Madison Realty Capital January 2007 - July 2010
Centerline Capital Group November 1999 - November 2006
BankBoston 1997 - 1999
BayBanks September 1993 - June 1997
Skills
Commercial real estate..., Real Estate Economics, Real Estate, Special Servicing, Asset Management, Credit Risk, Equities, Construction Loans, Mezzanine, Workout, Real Estate Financing, Commercial Mortgages, Loan Origination, CMBS, Structured Finance, Credit, Due Diligence, Valuation
Education
Syracuse University 1979 — 1984
Bachelor's degree, Economics
Federal Reserve Bank of Boston February 2015 - Present
Berkeley Point Capital LLC October 2014 - February 2015
John Hancock Life Insurance Company (U.S.A.) December 2013 - October 2014
John Hancock Life Insurance Company (U.S.A.) October 2011 - November 2013
John Hancock Life Insurance Company (U.S.A.) February 2011 - October 2011
Platinum Pension Group, LLC June 2009 - January 2011
Jackson Financial Advisors, Inc. September 2008 - April 2009
Commonwealth of Massachusetts June 2008 - August 2008
Skills
Microsoft Office, Communication, Finance, Insurance, Reinsurance, Data Analysis, Captives, Employee Benefits, Financial Planning, Account Management, Manage Client..., Client Issue Resolution, Financial Analysis, 401k
Education
Bentley University - Elkin B. McCallum Graduate School of Business 2011 — 2015
MBA, Economics and Financial Markets
Bentley University 2005 — 2009
Bachelor of Science in Finance
Berkeley Point Capital LLC Sr. Asset ManagerPrudential Asset Resources, Inc.June 2005 - July 2014
Washington Mutual Bank September 2002 - June 2005
ORIX USA Corporation July 1997 - September 2002
Skills
CMBS, Loan Servicing, Loan Modifications, Real Estate Transactions, Real Estate Financing, Credit Analysis, Environmental Issues, Commercial Real Estate..., Asset Management, Investment Properties, Structured Finance, Portfolio Management, Underwriting, Commercial Mortgages, Valuation, Due Diligence, Leases, Commercial Real Estate, Real Estate Economics, Loans, Finance
Education
Texas Lutheran University
Bachelor of Business Administration (B.B.A.)
Berkeley Point Capital LLC September 2001 - Present
Education
American University
Master of Business Administration (MBA), Finance & Real Estate
University of Maryland College Park
Bachelor's degree
Berkeley Point Capital LLC January 2014 - Present
Berkeley Point Capital LLC March 2012 - January 2014
Deutsche Bank May 2011 - September 2012
Skills
Real Estate, Event Planning, Microsoft Word, Research, Real Estate Economics, Underwriting, Public Speaking, Loans, Social Media, Financial Analysis, Financial Modeling, Real Estate Transactions, Microsoft Excel, Microsoft Office, Valuation, Outlook, Customer Service, Management, Negotiation, Strategic Planning, Marketing, Fundraising, PowerPoint
Education
Boston College 2006 — 2010
BA, Biology, Economics
Connelly School of the Holy Child 2000 — 2006
Designer Advantage May 2014 - Present
Berkeley Point Capital LLC May 2013 - August 2013
MNI Indicators Deutsche Börse Group March 2013 - April 2013
ICAP February 2013 - March 2013
Skills
Microsoft Excel, Community Outreach, Project Management, Strategic Financial..., Commercial Real Estate, Management, Financial Services, Account Management, Financial Accounting, PowerPoint, Microsoft Office
Education
The University of Connecticut School of Business 2010 — 2014
CBRE Capital Markets April 2015 - Present
Berkeley Point Capital LLC July 2012 - April 2015
Westar Associates March 2011 - July 2012
Westar Housing February 2009 - February 2011
University of Southern California August 2006 - February 2009
Skills
Property Management, Real Estate, Contract Negotiation, Marketing, Leases, Negotiation, Real Estate Development, Financial Analysis, Event Planning, Mergers & Acquisitions, Portfolio Management, Microsoft Excel, Loans, Microsoft Office, Management, Real Estate Economics, Underwriting, Commercial Real Estate, Due Diligence, Investment Properties, Real Estate Transactions, Investments, Sales, Customer Service
Education
University of Southern California 2003 — 2006
Bachelor of Arts
Berkeley Point Capital LLC April 2013 - Present
Kayser-Roth Corporation April 2008 - November 2012
English Studio October 2006 - December 2006
TEFL International September 2006 - December 2006
Skills
Employee Benefits, Compensation & Benefits..., Recruiting, Human Resources, HRIS, Customer Service, Microsoft Excel, Microsoft Office, Outlook, Social Media, PowerPoint, Management, Office Administration, Onboarding, Project Management, Training, Employee Relations, Applicant Tracking...
Education
Appalachian State University 2000 — 2005
Bachelor of Arts (BA), Spanish Language and Literature
Istituto Italiano
Italian, Italian
CapitalSource September 2014 - Present
Berkeley Point Capital LLC March 2014 - August 2014
Berkeley Point Capital LLC September 2012 - February 2014
Berkeley Point Capital LLC March 2012 - August 2012
Deutsche Bank Berkshire Mortgage January 2012 - March 2012
Ceres Capital Partners April 2011 - December 2011
Skills
Financial Modeling, Mortgage Underwriting, Commercial Real Estate, Real Estate Financing, Real Estate Transactions, Loan Origination, Real Estate, CMBS, Real Estate Economics
Education
Georgetown University 2006 — 2010
BA, Economics
Berkeley Point Capital LLC January 2013 - Present
Texas A&M University August 2011 - December 2012
Integra Realty Resources May 2012 - August 2012
Tony Shaw Properties May 2011 - August 2011
Clear Springs Restaurant May 2008 - August 2010
Skills
Market Research, Appraisals, Real Estate Economics, Commercial Real Estate, Leases, Property, Valuation, Property Management, Real Estate Transactions, Entrepreneurship, Real Estate Development, Due Diligence, Underwriting, Asset Management, Financial Analysis, Real Estate
Education
Texas A&M University - Mays Business School 2011 — 2012
MRE, Real Estate
Texas Tech University - Rawls College of Business 2007 — 2011
Finance, Real Estate
Berkeley Point Capital LLC December 2014 - Present
Eaton Vance August 2014 - December 2014
Global Atlantic Financial Group Limited October 2013 - May 2014
CUC Mortgage Corporation February 2013 - July 2013
Sidney Albert Albany JCC July 2011 - August 2011
NYSUT June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Budgets, Account Reconciliation, QuickBooks, Time Management, Facebook, Accounts Payable, SAP, Social Networking, Financial Statements, General Ledger, PeopleSoft, Wings, Statutory Accounting, Essbase, nVision, Concur, Great Plains Software
Education
Quinnipiac University 2008 — 2013
Bachelor's Degree, Accounting
Claritas Genomics December 2014 - January 2015
Management Sciences for Health 2015 - 2015
Management Sciences for Health 2015 - 2015
Berkeley Point Capital LLC June 2014 - August 2014
United for a Fair Economy February 2014 - June 2014
MIT December 2013 - January 2014
Shawmut Design and Construction November 2012 - April 2013
Prologis January 2011 - January 2012
AMB Property Corporation January 2006 - June 2010
Skills
Invoicing, Account Reconciliation, Microsoft Excel, Great Plains Software, PeopleSoft, editing and proofreading, French and Latin..., Microsoft Word, Great Plains, Lawson General Ledger, JDEdwards, Peachtree, AccPac, CMiC, CTI, MRI, RealmPay, RealmCash, SAP, FileMakerPro
Education
Northeastern University 1990 — 1993
Commonwealth of Massachusetts Teaching Certification, Grades 9-12, Education, History, graduate school
Bentley College - Elkin B. McCallum Graduate School of Business 1989 — 1989
2 accounting courses toward accounting certificate
The Catholic University of America 1977 — 1980
Theology topward Doctor of Ministry, 2nd year of graduate school (seminary training)
University of Scranton 1975 — 1977
BA, Philosophy
Prince George's Community College 1973 — 1975
Associuate in Arts, basic undergraduate courses, emphasis on philosophy
Berkeley Point Capital LLC March 2015 - Present
Berkeley Point Capital LLC August 2012 - March 2015
Red Capital Group January 2011 - August 2012
Axcess Financial May 2009 - August 2009
Skills
Finance, Microsoft Office, Valuation, Real Estate, Capital Markets, Portfolio Management, Underwriting, Financial Modeling, Private Equity, Disposition, Financial Analysis
Education
Miami University 2006 — 2010
B.S. Business, Finance and Accounting
Cincinnati Country Day School 2002 — 2006
Berkeley Point Capital LLC January 2012 - Present
Freddie Mac August 2007 - December 2011
Costar Group October 2005 - July 2007
EJF Real Estate Services August 2004 - September 2005
Education
Penn State University 1999 — 2003
Bachelor of Science, Marketing & International Studies
Bethesda-Chevy Chase 1995 — 1999
Berkeley Point Capital LLC February 2014 - Present
Berkeley Point Capital LLC April 2012 - February 2014
Fannie Mae November 2005 - April 2012
Baxter Healthcare 1995 - 2005
Skills
HR Business Partnering, HR Strategy, Human Capital Strategy, HR Transformation, HR Solutions, Employee Relations, Organizational..., Performance Management, Process Improvement, Executive Coaching, Compensation..., Benefits Administration, Shared Services, Performance Metrics, HR Policies, Human Resources, Leadership, HRIS, Personnel Management, Deferred Compensation, Human Capital
Education
The Catholic University of America
MA, Human Resource Management
University of Virginia
BS, Electrical Engineering
The Holton-Arms School
Fannie Mae July 2014 - September 2014
Berkeley Point Capital LLC September 2012 - October 2013
New York University May 2011 - August 2013
UBS July 2008 - November 2008
Lehman Brothers May 2006 - August 2006
Skills
Valuation, Financial Modeling, Due Diligence, Financial Analysis, Investments, Real Estate, Capital Markets, Real Estate Development, Private Equity, Argus Modeling, Mergers & Acquisitions
Education
New York University 2010 — 2011
M.S., Real Estate
DePauw University 2003 — 2007
BA, History and Economics
Berkeley Point Capital LLC March 2012 - Present
Deutsche Bank Mortgage Services July 2002 - March 2012
Berkshire Mortgage Finance 2002 - 2004
HRI 1996 - 2002
Skills
Real Estate Economics, Asset Management, Valuation, Financial Modeling, Commercial Real Estate, Due Diligence, CMBS, Portfolio Management, Financial Analysis, Real Estate, Disposition, Underwriting, Structured Finance, Loans, Real Estate Transactions, Loan Origination, Mortgage Lending, Real Estate Private..., Mezzanine, Real Estate Financing, Asset Managment
Education
Radford University - College of Business and Economics 2000 — 2002
Bachelor of Business Administration (B.B.A.), Finance
Berkeley Point Capital LLC 1990 - Present
Deutsche Bank Berkshire Mortgage 2006 - 2012
Skills
Valuation, Asset Management, Disposition, Commercial Real Estate, Real Estate Economics, Real Estate, Management, CMBS, Due Diligence, Project Management, Real Estate Transactions, Customer Service, Commercial Mortgages, Real Estate Development, Real Estate Financing
Education
Boston University Questrom School of Business 1980 — 1984
Berkeley Point Capital LLC January 2012 - Present
The JBG Companies July 2004 - January 2012
Diversified Construction Systems, Inc. September 2001 - July 2004
Skills
Budgets, Construction, Management, Process Scheduler
Education
Frostburg State University 1989 — 1993
Bachelors, Political Science, Criminal Justice
Berkeley Point Capital LLC February 2012 - Present
Deutsche Bank August 2004 - February 2012
Skills
Commercial Real Estate, Risk Management, Asset Management, Multifamily Housing, Asset Managment, Strategic Planning, Investment Banking, Management, Real Estate Economics, Investments, Microsoft Excel, Finance
Education
Chapman University 1999 — 2003
Psychology, Minor: Music and Religious Studies
University of California, Irvine 2006 — 2008
Certificate in Financial Planning
Berkeley Point Capital LLC March 2012 - Present
Deutsche Bank Berkshire Mortgage June 2004 - March 2012
Skills
Loans, Asset Managment
Education
Babson College 2000 — 2004
Finance
Burlington High School 1996 — 2000
Berkeley Point Capital LLC March 2013 - February 2015
Deutsche Bank September 2007 - March 2013
Nation One Mortgage Company, Inc 2002 - 2006
Skills
Portfolio Management, Risk Management, Team Leadership
Education
Isenberg School of Management, UMass Amherst
Berkeley Point Capital, LLC April 2012 - Present
Deutsche Bank 2010 - February 2012
Jones Lang LaSalle September 2005 - 2009
Skills
Real Estate Economics, Negotiation, Location Intelligence, Acquisitions, Valuation, Private Equity, Capital Markets, Banking, Real Estate Transactions, Disposition, Loans, Financial Analysis, Financial Structuring, Real Estate Development, Contract Negotiation, Equities, Portfolio Management, Property Management, Investments, Underwriting, Structured Finance, Corporate Real Estate, Commercial Real Estate, Finance, Brokerage, Financial Modeling, Asset Management, Real Estate, Leases, Real Estate Financing, Tenant, Investment Properties, Due Diligence, Lease Negotiations, CMBS
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2013
MBA, Finance & Entrepreneurship
Colgate University 2001 — 2005
Bachelor of Arts (B.A.), Politcal Science & Economics
Berkeley Point Capital LLC June 2013 - Present
Red Capital Group October 2002 - May 2013
Skills
Due Diligence, Real Estate, Financial Analysis, Asset Management, Investments, Financial Modeling, Valuation, Portfolio Management, Real Estate Economics, Finance, Loan Origination, Public Speaking
Education
Ohio Wesleyan University 1998 — 2002
Bachelor of Arts (B.A.), Economics Management
Berkeley Point Capital LLC May 2002 - Present
Education
California State University-Dominguez Hills
Berkeley Point Capital LLC 1993 - Present
Eastland Bank 1984 - 1993
East Providence Credit Union 1975 - 1984
Skills
Management, Loan Servicing, Loans, Due Diligence, Asset Management, Disposition, Real Estate Economics, Commercial Real Estate, Asset Managment, Real Estate, Real Estate Transactions, Real Estate Development, Portfolio Management, Mortgage Lending, Leases, Commercial Mortgages, Investments, Loan Origination, Real Estate Financing, Property Management, Dispositions
Education
University of Rhode Island - College of Business Administration 1981 — 1984
MBA
University of Connecticut 1970 — 1975
BA, History
Berkeley Point Capital LLC September 2013 - Present
NorthMarq July 2011 - August 2013
Athens Area Habitat for Humanity August 2010 - July 2011
Auburn University August 2009 - May 2010
Grandbridge Real Estate Capital March 2008 - May 2009
Bridger Commercial Funding September 2005 - November 2007
Skills
Real Estate, Debt, CMBS, Commercial Mortgages, Real Estate Finance, Excel, Microsoft Excel, Credit, Mortgage Lending, Real Estate Economics
Education
Auburn University 2009 — 2010
Master of Building Construction, Construction Management
University of Georgia - Terry College of Business 2000 — 2005
BBA, Real Estate
Berkeley Point Capital LLC 2012 - Present
Fannie Mae 2005 - 2011
International Business Machines 2001 - 2004
Skills
Multifamily Underwriting
Education
University of Maryland - Robert H. Smith School of Business 2004 — 2006
MBA
Berkeley Point Capital LLC March 2012 - Present
Deutsche Bank Berkshire Mortgage January 2008 - March 2012
Deutsche Bank Berkshire Mortgage February 2005 - January 2008
Skills
Real Estate, Financial Modeling, Real Estate Economics, Loan Origination, Financial Analysis, Mezzanine, Structured Finance, Loans
Education
California State University-Long Beach 2000 — 2004
BS, Finance
Berkeley Point Capital LLC October 2001 - Present
Deutsche Bank Berkshire Mortgage October 2001 - March 2012
Deutsche Bank 2001 - March 2012
Carbon Mesa April 1994 - February 2001
Secured Capital Corp February 1990 - April 1994
Drexel Burnham Lambert October 1985 - February 1990
Kenneth Leventhal & Company 1984 - 1985
Skills
Loans, Real Estate, Negotiation, CMBS, Funding, Asset Managment, Mergers, Finance, Real Estate Economics, Investments, Joint Ventures, Strategic Planning, Investor Relations, Asset Management, Valuation, Investment Properties, Financial Structuring, Acquisitions, Management, Corporate Real Estate, Restructuring, Financial Modeling, Due Diligence, Underwriting, Mortgage Lending, Structured Finance, Commercial Real Estate, Investment Banking, Financial Analysis, Real Estate Transactions, Commercial Mortgages, Portfolio Management, Disposition, Securitization, Risk Management, Debt Restructuring, Capital Markets, Real Estate Financing, Loan Origination, Real Estate Private...
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, Real Estate Finance
Fairfield University 1980 — 1982
B.S, Finance and Accounting - summa cum laude
Staples High School 1974 — 1977
Berkeley Point Capital LLC April 1997 - Present
MNC Mortgage Corporation January 1992 - April 1997
Skills
Portfolio Management, Mortgage Lending, Loans, Loan Servicing, Leadership, Asset Management, Commercial Real Estate, Disposition, Real Estate Economics, Property, Commercial Mortgages, CMBS, Real Estate Financing, Loan Origination, Mezzanine, Dispositions, Real Estate
Education
Kalamazoo College 1986 — 1990
Bachelor of Arts (B.A.), Economics
Berkeley Point Capital LLC October 2012 - Present
Cornerstone Realty Consultants, LLC January 2012 - September 2012
Combined Investments, LLC January 2012 - September 2012
Coldwell Banker May 2011 - March 2012
Lee Institute School of Real Estate June 2009 - August 2009
Bentley Consumer Action Line September 2008 - December 2008
Chestnut Hill Realty April 2008 - June 2008
Skills
Facebook, PowerPoint, Outlook, Word, MLS, Argus, Costar, Twitter, Real Estate, Microsoft Excel, Loans, Credit, Private Equity, Microsoft Word
Education
Bentley University 2008 — 2012
Bachelor of Science (BS), Economics-Finance, Law
Copenhagen Business School 2010 — 2010
Dover-Sherborn Regional High School 2004 — 2008
Berkeley Point Capital LLC December 2013 - Present
BBraun Medical, Inc. April 2008 - December 2013
Bankers Mutual / BMF / DBBM 2001 - 2008
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Budgets, Microsoft Word, Employee Relations, Human Resources, Recruiting, Training, Quality Assurance, Analysis, Outlook, Outstanding people..., Administrative..., Software Documentation, Team Building, Management, Customer Service, Payroll, Leadership, Event Planning, Public Relations, Executive..., Invoicing, SAP, Coaching, New Hire Orientations, Employee Benefits, Team Leadership, Account Management, Process Improvement, Benefits Administration, Project Management
Education
Los Angeles Harbor College
Berkeley Point Capital LLC March 2015 - Present
Dougherty & Company December 2010 - February 2015
Beech Street Capital April 2010 - December 2010
Greystone Servicing Corporation, Inc. February 2009 - April 2010
Royal Bank of Canada 2007 - 2008
LaSalle Bank May 2002 - March 2007
Education
University of Missouri-Columbia 1987 — 1991
finance, finance
WinnCompanies September 2014 - Present
Berkeley Point Capital LLC January 2012 - September 2014
Arbor Commercial Mortgage August 2010 - December 2011
Scollay Square Investment 2008 - 2010
Skills
Loans, Financial Analysis, Credit, Real Estate, Financial Modeling, Investments, Commercial Real Estate, Mortgage Lending, Capital Markets, Finance, Credit Analysis, Real Estate Financing, Loan Origination, Investment Properties, Commercial Mortgages, Real Estate Economics
Education
Suffolk University
BS, Finance
Berkeley Point Capital LLC March 2012 - Present
Deutsche Bank Berkshire Mortgage October 2004 - March 2012
Berkshire Mortgage Finance 2003 - 2004
Berkshire Mortgage Finance 1998 - 2003
Berkshire Property Advisors November 1993 - November 1998
Wolf & Company, P.C. September 1991 - November 1993
Skills
Financial Analysis, Financial Modeling, Due Diligence, Accounting, Valuation, SEC filings, Asset Management, Investments, Private Equity, Real Estate Economics, Finance, Structured Finance, Equities, Capital Markets, Internal Controls
Education
Bentley University 1987 — 1991
Bachelors, Accounting
Berkeley Point Capital LLC January 2015 - Present
Prudential Mortgage Capital Company March 2012 - December 2014
Red Capital Group November 2002 - March 2012
Washington Mutual Bank September 1996 - June 2001
Skills
Real Estate, Real Estate Economics, Disposition, Due Diligence, Real Estate Development, Valuation, Real Estate Transactions, Asset Managment, Real Estate Financing, Commercial Real Estate, Mergers & Acquisitions, Asset Management, Financial Analysis, Loans, Private Equity, Corporate Finance, Retirement Homes, Investments, Financial Modeling, Portfolio Management, Investment Properties, Brokerage, Credit, Financial Structuring, Acquisitions, Finance, Underwriting, Capital Markets, Commercial Mortgages, Commercial Lending, Mezzanine, Leases, Investment Banking, Mortgage Lending, Structured Finance, Loan Origination, Appraisals, Credit Analysis, Corporate Real Estate, Apartments, CMBS, Affordable Housing, Real Estate Private..., Location Intelligence, Private Placements, Investors, Bonds, LIHTC, Leveraged Finance, Dispositions
Education
Boston College - Wallace E. Carroll Graduate School of Management 1983 — 1985
MBA, Finance and Accounting
University of North Texas 1971 — 1975
Bachelor of Arts, Biology
Berkeley Point Capital LLC September 2014 - Present
Deutsche Bank Berkshire Mortgage 2005 - 2006
Berkshire Mortgage Finance 1994 - 2005
Bankers Mutual 1994 - 1997
Skills
Mortgage Lending, Due Diligence, Loan Origination, Real Estate Transactions, Structured Finance, Mortgage Underwriting, CMBS, Closings, Microsoft Excel, Customer Service, Financial Structuring, Microsoft Office
Education
Colorado State University 1985 — 1989
BA, Economics
Berkeley Point Capital LLC May 2012 - Present
Global Risk & Capital Advisors LLC November 2010 - May 2012
Freddie Mac 2005 - 2010
GMAC July 1999 - December 2004
Royal Bank Financial Group 1995 - 1998
Skills
Risk Management, Market Risk, Credit Risk, Compliance, Enterprise Risk..., Governance, Operational Risk, ALM, Corporate Governance, Operational Risk..., Basel II, Portfolio Management, Credit, Strategy, Capital Markets
Education
University of Pennsylvania - The Wharton School 1998 — 1998
Executive Development, Management
University of Manitoba 1982 — 1989
Ph.D,, Physics
Delhi University 1980 — 1982
M. Sc., Theoretical Physics
BNY Mellon November 2014 - Present
Berkeley Point Capital LLC January 2013 - November 2014
Brown Brothers Harriman & Co January 2006 - January 2013
The International Foundation for Electoral Systems July 2005 - August 2005
Hobart & William Smith Colleges May 2003 - May 2005
Skills
Fixed Income, Lotus Notes, Securities, Finance, Public Speaking, Economics, Equities, Leadership, Event Planning, Financial Modeling, Financial Reporting
Education
Suffolk University - Sawyer Business School 2008 — 2010
MSF, Financial Services & Banking
Hobart and William Smith Colleges 2001 — 2005
B.A, International Relations
Berkeley Point Capital LLC March 2011 - Present
Washington Mutual January 2003 - January 2009
The Office Annex January 1991 - January 2003
Impac Commercial Capital 1994 - 1995
Murad Skin Research March 1990 - September 1991
MGIC November 1985 - September 1990
Skills
Commercial Real Estate, SBA, Loans, Commercial Lending, Mortgage Lending, Credit, Underwriting, Loan Documents, Banking, Commercial Banking, Credit Risk, Financial Analysis, Asset Managment, Portfolio Management, Risk Management, Due Diligence, Real Estate, Loan Servicing, Customer Service, Titles, Loan Origination, Real Estate Transactions, Commercial Mortgages, Structured Finance, Real Estate Financing, Refinance, Title Insurance, Leases, CMBS, Loan Closings, Funding, Fannie Mae, Operations Management, Event Planning, Mortgage Underwriting, Disposition, Investment Properties, Asset Management
Education
State University of New York College at Potsdam 1973 — 1978
BA, Magna cum Laude, Theatre Design and Production
Berkeley Point Capital LLC August 1999 - Present
Skills
Real Estate Economics, Commercial Real Estate, Asset Management, Valuation, Real Estate, Real Estate Transactions, Loans, Financial Analysis, Due Diligence, Real Estate Financing, Portfolio Management, Financial Modeling, Leases, Loan Origination, Mortgage Lending, Property Management, Real Estate Development, Asset Managment, Commercial Mortgages
Education
Mount Saint Mary's College 1995 — 1998
Bachelor of Arts (B.A.), Economics
George Mason University 1994 — 1995
Compass Rose Private Investment Management April 2014 - Present
Berkeley Point Capital LLC August 2013 - March 2014
CW Financial Services March 2005 - March 2013
Berkshire Mortgage Finance January 1998 - December 2004
Boston Gas 1989 - 1998
Alpha Industries 1987 - 1989
Northeast Apparel 1984 - 1987
Education
Ithaca College
B/S, Accounting
Lake George High School
all
Berkeley Point Capital LLC October 2012 - Present
BBG-Butler Burgher Group October 2009 - October 2012
Wildwood Realty Partners September 2005 - October 2009
Perry Guest Co. 2002 - 2005
Education
The University of Texas at Austin 1995 — 1999
Berkeley Point Capital LLC January 2015 - Present
Capital One August 2010 - January 2015
Greystone Financial Group March 2008 - August 2010
Carmel & Carmel P.C April 2007 - March 2008
Countrywide Specialty Lending Group March 2006 - February 2007
Apex Lending, Inc October 2005 - October 2006
Skills
Real Estate Economics, Real Estate, Real Estate Financing, Financial Modeling, Credit, Loans, Mortgage Lending, Finance, Analysis, Valuation, Commercial Real Estate, Underwriting, Financial Analysis, Due Diligence, Forecasting, Management, Credit Analysis, Commercial Lending
Education
Tulane University 2001 — 2005
Bachelor of Arts, Political Economy
University of Maryland University Campus
Masters, Business Administration in progress
Berkeley Point Capital LLC March 2012 - Present
Red Capital Group May 2001 - March 2012
Stonehenge Capital 1999 - 2001
Bank One, NA 1994 - 1999
Skills
Finance, Real Estate Economics, Loans, Disposition, Retirement Homes, Real Estate Financing, Commercial Banking, Asset Management, Commercial Real Estate, Credit, Due Diligence, Financial Analysis, Financial Structuring, Real Estate, Real Estate Development, Valuation
Education
Miami University 1990 — 1994
Business Administration, Finance
Boston Financial Investment Management July 2014 - Present
Berkeley Point Capital LLC December 2011 - July 2014
Deutsche Bank Berkshire Mortgage December 2011 - March 2012
Torres AES February 2011 - November 2011
Torres AES November 2010 - February 2011
Education
Gettysburg College 2006 — 2010
Gettysburg College 2006 — 2010
BS, Business Management
Atlantic City High School 2003 — 2006
Berkeley Point Capital LLC May 2013 - Present
Harbert Management Corporation July 2012 - May 2013
Harbert Management Corporation December 2010 - July 2012
Healthways November 2009 - December 2010
Morgan Keegan June 2007 - June 2009
Skills
Financial Modeling, Valuation, Equities, Corporate Development, DCF, Private Equity, Financial Analysis, Investments, Investment Banking, Real Estate, Portfolio Management, Due Diligence, Finance, Mergers & Acquisitions, Strategy, LBO, Loans, Acquisitions, Analysis
Education
University of North Carolina at Chapel Hill 2003 — 2007
B.S., Business Administration
Berkeley Point Capital, LLC June 1998 - July 2015
Skills
Disposition, Real Estate Economics, Valuation, Commercial Real Estate
Education
Bentley College
Paralegal Certificate
Stonehill College
Bachelor's degree
Capital One Multifamily Finance August 2012 - Present
Berkeley Point Capital LLC March 2012 - August 2012
Deutsche Bank Berkshire Mortgage June 2008 - March 2012
Skills
Real Estate Economics, Credit, Underwriting, Mortgage Lending, Mortgage Underwriting, Investments, Due Diligence, Property Management, Financial Modeling, Commercial Real Estate, Real Estate Transactions, Real Estate Development, Disposition, Asset Management, Loans, Real Estate, Budgets, Financial Analysis, Valuation, Microsoft Excel
Education
Bentley University 2004 — 2008
Bachelor of Science (BS), Business/Managerial Economics
Berkeley Point Capital LLC November 2014 - Present
Education
Brandeis University International Business School 2012 — 2014
Master of Arts in International Economics and Finance (MAief)
EADA - Escuela de Alta Dirección y Administración 2014 — 2014
Semester Abroad (Spring 2014)
University of New Hampshire 2008 — 2012
Bachelor of Science in Business Administration (B.S.B.A.)
Universidad Latina de Costa Rica 2011 — 2011
Semester Abroad (Winter 2011)
Walker & Dunlop November 2014 - Present
Berkeley Point Capital LLC February 2004 - November 2014
Mullin Law Offices October 1996 - October 2003
Skills
Real Estate Transactions, Mortgage Lending, Loan Closings, Managerial, Fannie Mae, Freddie Mac, Commercial Real Estate, Cross-functional Team..., Real Estate Economics, Process Improvement, Asset Management, Real Estate Financing, Disposition, Leases, Commercial Mortgages, Dispositions
Education
Bentley University 1990 — 1994
Bachelor of Science (B.S.), Business Management
Newbury College
Paralegal Certificate
California Commercial Real Estate Services October 2014 - Present
Berkeley Point Capital LLC June 2013 - October 2014
California Commercial Real Estate Services June 2011 - June 2013
BRE Properties September 2009 - June 2011
Skills
Commercial Real Estate, Property Management, Real Estate, Project Management, Construction Management, Leases
Education
California State University-Fullerton
Business Administration, Finance
Berkeley Point Capital LLC December 2011 - March 2013
BioMed Realty Trust January 2009 - April 2010
MassDevelopment March 2008 - August 2008
BNY Mellon August 2003 - March 2008
New Boston Fund June 2000 - August 2003
BNY Mellon April 1998 - June 2000
Skills
Real Estate, Real Estate Economics, Valuation, Asset Management, Disposition, Property, Due Diligence, Commercial Real Estate, Portfolio Management, Financial Modeling, Financial Analysis, Leases, Real Estate Transactions, Property Management, Loans, Finance, Real Estate Financing, Lease Negotiations, Negotiation, Acquisitions, Lease Administration, Appraisals, Investment Properties
Education
The University of Connecticut 1986 — 1990
Bachelor of Arts (BA), Economics