Berkshire Group
Industry: Real estate investment trust company
DescriptionHeadquarters: Boston, MA Founded: 1990 Subsidiaries: BMPP Whispering Pines, L.L.C., Berkshire Hathaway Specialty Insurance Company, Australia Branch
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Berkshire Group Employees
Employee
Years
Job
Industry
Greg Collins Greg Collins's Berkshire Group Experience June 2014 - Present
Job Assistant Vice President, Acquisitions at Berkshire Group
Industry Real Estate
Experience
Berkshire Group June 2014 - Present
Berkshire Property Advisors November 2010 - May 2014
Starpoint Commercial Properties, LLC April 2009 - December 2010
USAA Real Co April 2008 - August 2008
KB Home October 2005 - August 2007
Skills
Due Diligence, Market Analysis, Microsoft Excel, Underwriting, Analysis, Disposition, Valuation, Investment Properties, Real Estate, Financial Modeling, Investments, Asset Management, Acquisitions, Leases, Mergers & Acquisitions
Education
Texas A&M University - Mays Business School 2007 — 2008
MS, Master of Real Estate
St. Edward's University 2001 — 2005
BBA, Finance
Mercy Cross H.S. 1997 — 2001
College Prep
Berkshire Group June 2014 - Present
Berkshire Property Advisors November 2010 - May 2014
Starpoint Commercial Properties, LLC April 2009 - December 2010
USAA Real Co April 2008 - August 2008
KB Home October 2005 - August 2007
Skills
Due Diligence, Market Analysis, Microsoft Excel, Underwriting, Analysis, Disposition, Valuation, Investment Properties, Real Estate, Financial Modeling, Investments, Asset Management, Acquisitions, Leases, Mergers & Acquisitions
Education
Texas A&M University - Mays Business School 2007 — 2008
MS, Master of Real Estate
St. Edward's University 2001 — 2005
BBA, Finance
Mercy Cross H.S. 1997 — 2001
College Prep
Kelly Simons Kelly Simons's Berkshire Group Experience March 2015 - Present
Job Staff Accountant, Berkshire Group
Industry Investment Management
Experience
Berkshire Group March 2015 - Present
The Moore Company July 2013 - March 2015
CVS Caremark Corporation February 2013 - July 2013
VITA/TCE Program January 2013 - April 2013
Skills
Microsoft Excel, Microsoft Office, Accounting, GAAP, BPCS, Mapics, QuickBooks, Auditing, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, US GAAP, Internal Audit, Financial Accounting, Consolidation, Financial Analysis, SEC filings, Sarbanes-Oxley, External Audit, Financial Audits, AS400 Administration
Education
University of Rhode Island 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting, 3.17
Berkshire Group March 2015 - Present
The Moore Company July 2013 - March 2015
CVS Caremark Corporation February 2013 - July 2013
VITA/TCE Program January 2013 - April 2013
Skills
Microsoft Excel, Microsoft Office, Accounting, GAAP, BPCS, Mapics, QuickBooks, Auditing, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, US GAAP, Internal Audit, Financial Accounting, Consolidation, Financial Analysis, SEC filings, Sarbanes-Oxley, External Audit, Financial Audits, AS400 Administration
Education
University of Rhode Island 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting, 3.17
Catia Simas Catia Simas's Berkshire Group Experience August 2014 - Present
Job Staff Accountant at Berkshire Group
Industry Retail
Experience
Berkshire Group August 2014 - Present
Gap Inc. September 2013 - June 2015
CBRE September 2013 - August 2014
CBRE September 2012 - September 2013
Banana Republic October 2010 - August 2013
Skills
Teamwork, Retail, Payroll, Microsoft Excel, Customer Service, QuickBooks, Accounting, Finance, Accounts Payable, Credit, Management, Merchandising, Accounts Receivable, Financial Analysis
Education
Salem State University 2008 — 2012
Business, Accounting and Finance
Berkshire Group August 2014 - Present
Gap Inc. September 2013 - June 2015
CBRE September 2013 - August 2014
CBRE September 2012 - September 2013
Banana Republic October 2010 - August 2013
Skills
Teamwork, Retail, Payroll, Microsoft Excel, Customer Service, QuickBooks, Accounting, Finance, Accounts Payable, Credit, Management, Merchandising, Accounts Receivable, Financial Analysis
Education
Salem State University 2008 — 2012
Business, Accounting and Finance
Dino Mauricio Dino Mauricio's Berkshire Group Experience May 1997 - March 2002
Job Managing Director, Deal Advisory Integration & Separation, KPMG LLP
Industry Management Consulting
Experience
KPMG US August 2015 - Present
Brock Capital Group September 2013 - August 2015
Schaffer Consulting August 2011 - September 2013
Getzler Henrich November 2007 - August 2011
General Electric March 2002 - November 2007
Berkshire Group May 1997 - March 2002
L.E.K. Consulting September 1990 - May 1997
Goldman Sachs June 1993 - September 1993
Skills
Operational Excellence, Business Transformation, Mergers & Acquisitions, Acquisition Integration, Corporate Strategy..., Corporate Development, Restructuring, Growth Strategies, Mergers, Consolidation, Change Management, Business Process..., Management Consulting, Strategic Planning, Performance Improvement, Business Strategy, Strategy, Business Development, Portfolio Management, Private Equity, Investment Banking, Venture Capital, Divestitures, Turn Around Management, Finance, Strategic Partnerships, Leadership, Due Diligence, Financial Services, Corporate Finance, Financial Modeling, Valuation, M&A experience, Executive Management, Risk Management, Capital Markets, Equities, Organizational Design, LBO, Acquisitions, Business Valuation, Consulting, Leveraged Finance, Emerging Markets, Start-ups
Education
Harvard Business School 1992 — 1994
MBA, Finance & Banking
Dartmouth College 1986 — 1990
B.A., Economics
KPMG US August 2015 - Present
Brock Capital Group September 2013 - August 2015
Schaffer Consulting August 2011 - September 2013
Getzler Henrich November 2007 - August 2011
General Electric March 2002 - November 2007
Berkshire Group May 1997 - March 2002
L.E.K. Consulting September 1990 - May 1997
Goldman Sachs June 1993 - September 1993
Skills
Operational Excellence, Business Transformation, Mergers & Acquisitions, Acquisition Integration, Corporate Strategy..., Corporate Development, Restructuring, Growth Strategies, Mergers, Consolidation, Change Management, Business Process..., Management Consulting, Strategic Planning, Performance Improvement, Business Strategy, Strategy, Business Development, Portfolio Management, Private Equity, Investment Banking, Venture Capital, Divestitures, Turn Around Management, Finance, Strategic Partnerships, Leadership, Due Diligence, Financial Services, Corporate Finance, Financial Modeling, Valuation, M&A experience, Executive Management, Risk Management, Capital Markets, Equities, Organizational Design, LBO, Acquisitions, Business Valuation, Consulting, Leveraged Finance, Emerging Markets, Start-ups
Education
Harvard Business School 1992 — 1994
MBA, Finance & Banking
Dartmouth College 1986 — 1990
B.A., Economics
GREG ARMSTRONG, CFP GREG ARMSTRONG, CFP's Berkshire Group Experience September 1999 - January 2007
Job Certified Financial Planner
Industry Financial Services
Experience
Manulife Securities September 2000 - Present
Berkshire Group September 1999 - January 2007
Richmond Savings 1994 - 2000
Skills
Strategic Financial..., Microsoft Excel, Wealth Management..., Finance, Financial Planners, Income Protection, Investment Strategies, Risk Management, Mutual Funds, Wealth Management, Critical Illness, Investment Advisory, Retirement Planning, Fixed Annuities, Change Management, Financial Goals, Financial Analysis, Asset Managment, Securities, Retail Banking, Credit Analysis, Estate Planning, Investments, Account Management, Business Strategy, Certified Financial..., Banking, Insurance, Retirement, Portfolio Management, Financial Services, Asset Management, Mortgage Lending, Segregated Funds, Financial Advisory, Loans, Wealth Accumulation, Wealth
Education
British Columbia Institute of Technology
Financial Management, Finance
British Columbia Institute of Technology
Certified Financial Planner, Finance
British Columbia Institute of Technology
Marketing
Manulife Securities September 2000 - Present
Berkshire Group September 1999 - January 2007
Richmond Savings 1994 - 2000
Skills
Strategic Financial..., Microsoft Excel, Wealth Management..., Finance, Financial Planners, Income Protection, Investment Strategies, Risk Management, Mutual Funds, Wealth Management, Critical Illness, Investment Advisory, Retirement Planning, Fixed Annuities, Change Management, Financial Goals, Financial Analysis, Asset Managment, Securities, Retail Banking, Credit Analysis, Estate Planning, Investments, Account Management, Business Strategy, Certified Financial..., Banking, Insurance, Retirement, Portfolio Management, Financial Services, Asset Management, Mortgage Lending, Segregated Funds, Financial Advisory, Loans, Wealth Accumulation, Wealth
Education
British Columbia Institute of Technology
Financial Management, Finance
British Columbia Institute of Technology
Certified Financial Planner, Finance
British Columbia Institute of Technology
Marketing
Bill Mead Bill Mead's Berkshire Group Experience October 1985 - June 1993
Job Owner BLM Holdings, LLC
Industry Hospitality
Experience
BLM Holdings, LLC June 2011 - Present
John Q. Hammons Hotels LLC April 1994 - June 2011
Berkshire Group October 1985 - June 1993
Skills
Hotels, Hospitality Industry, Revenue Analysis, Hotel Management, Hospitality Management, Hospitality, Resorts, Food & Beverage, Catering, Pre-opening, Front Office, Tourism, Restaurants, Meeting Planning, Menu Development, Trade Shows, Restaurant Management, OnQ, Yield Management, Revenue Forecasting, Rooms Division, Banquets, Lodging, Opening Hotels, Income Statement, Culinary Skills, Property Management..., Guest Service Management, Customer Satisfaction, Micros, Hotel Booking, Leadership, Delphi, Business Travel, Cost Control, Hiring, Convention Services, Food, Leisure, Pre-opening experience, Rooms Division..., Corporate Events, Fine Dining, Wine, Incentives, Cuisine, Food Service, P, Recipes, Travel Management
Education
Mid Florida Tech
BLM Holdings, LLC June 2011 - Present
John Q. Hammons Hotels LLC April 1994 - June 2011
Berkshire Group October 1985 - June 1993
Skills
Hotels, Hospitality Industry, Revenue Analysis, Hotel Management, Hospitality Management, Hospitality, Resorts, Food & Beverage, Catering, Pre-opening, Front Office, Tourism, Restaurants, Meeting Planning, Menu Development, Trade Shows, Restaurant Management, OnQ, Yield Management, Revenue Forecasting, Rooms Division, Banquets, Lodging, Opening Hotels, Income Statement, Culinary Skills, Property Management..., Guest Service Management, Customer Satisfaction, Micros, Hotel Booking, Leadership, Delphi, Business Travel, Cost Control, Hiring, Convention Services, Food, Leisure, Pre-opening experience, Rooms Division..., Corporate Events, Fine Dining, Wine, Incentives, Cuisine, Food Service, P, Recipes, Travel Management
Education
Mid Florida Tech
Dawn Daughton Dawn Daughton's Berkshire Group Experience February 1998 - March 2003
Job Advisor at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial October 2010 - Present
Sun Life Financial April 2010 - January 2011
BCSC Securities Policy Advisory Committee 2007 - 2010
Dawn Daughton Consulting 2008 - 2009
Assante Wealth Management March 2005 - November 2008
belairdirect / ING Canada February 2004 - March 2005
Berkshire Group February 1998 - March 2003
TD Waterhouse February 1996 - February 1998
CIBC Wood Gundy February 1994 - February 1996
Skills
Retirement, Wealth Management, Financial Services, Strategic Financial..., Small Business, Securities, Risk Management, Investments, Disability Insurance, Retirement Planning, Estate Planning, Insurance, Employee Benefits, Critical Illness, Asset Management, Recruiting, Financial Planners, Investment Advisory, Management, Mutual Funds, Portfolio Management, Fixed Annuities, Succession Planning, Business Development, Investment Strategies, Long-term Care, Mortgage Lending, Finance, Wealth, Health Insurance, Equities, Life Insurance, Financial Planning
Education
McMaster University 1990 — 1993
B.A., Psychology
Sun Life Financial October 2010 - Present
Sun Life Financial April 2010 - January 2011
BCSC Securities Policy Advisory Committee 2007 - 2010
Dawn Daughton Consulting 2008 - 2009
Assante Wealth Management March 2005 - November 2008
belairdirect / ING Canada February 2004 - March 2005
Berkshire Group February 1998 - March 2003
TD Waterhouse February 1996 - February 1998
CIBC Wood Gundy February 1994 - February 1996
Skills
Retirement, Wealth Management, Financial Services, Strategic Financial..., Small Business, Securities, Risk Management, Investments, Disability Insurance, Retirement Planning, Estate Planning, Insurance, Employee Benefits, Critical Illness, Asset Management, Recruiting, Financial Planners, Investment Advisory, Management, Mutual Funds, Portfolio Management, Fixed Annuities, Succession Planning, Business Development, Investment Strategies, Long-term Care, Mortgage Lending, Finance, Wealth, Health Insurance, Equities, Life Insurance, Financial Planning
Education
McMaster University 1990 — 1993
B.A., Psychology
Syed Hyat Syed Hyat's Berkshire Group Experience December 2011 - January 2012
Job Associate at Northwestern Mutual Real Estate
Industry Real Estate
Experience
Northwestern Mutual Real Estate June 2013 - Present
Berkeley Point Capital (formerly Deutsche Bank Berkshire Mortgage) June 2012 - August 2012
Berkshire Group December 2011 - January 2012
The Steppingstone Foundation February 2011 - August 2011
NYC Department of Education June 2008 - August 2010
Education
Cornell University 2011 — 2013
Master of Professional Studies, Real Estate Finance and Investments
Boston University 2004 — 2008
B.A., Studies in Economics and Mathematics (Interdisciplinary)
Northwestern Mutual Real Estate June 2013 - Present
Berkeley Point Capital (formerly Deutsche Bank Berkshire Mortgage) June 2012 - August 2012
Berkshire Group December 2011 - January 2012
The Steppingstone Foundation February 2011 - August 2011
NYC Department of Education June 2008 - August 2010
Education
Cornell University 2011 — 2013
Master of Professional Studies, Real Estate Finance and Investments
Boston University 2004 — 2008
B.A., Studies in Economics and Mathematics (Interdisciplinary)
Dare Kent Dare Kent's Berkshire Group Experience May 2002 - March 2008
Job Creativity Consultant & Artist Coach
Industry Entertainment
Experience
Freelance 2009 - Present
Berkshire Group May 2002 - March 2008
Skills
Coaching, Workshops, Leadership Development
Education
Creativity Coaching 2008 — 2008
Kaizen Muse Certified Coach, Creativity Consulting & Artist Coaching
Georgian College 1996 — 1997
Post Graduate Diploma, Therapeutic Recreation
Laurentian University/Université Laurentienne 1989 — 1992
Bachelor of Arts, Sociology
Freelance 2009 - Present
Berkshire Group May 2002 - March 2008
Skills
Coaching, Workshops, Leadership Development
Education
Creativity Coaching 2008 — 2008
Kaizen Muse Certified Coach, Creativity Consulting & Artist Coaching
Georgian College 1996 — 1997
Post Graduate Diploma, Therapeutic Recreation
Laurentian University/Université Laurentienne 1989 — 1992
Bachelor of Arts, Sociology
Darlene Kent Darlene Kent's Berkshire Group Experience 2004 - 2006
Job Content Designer at EPK Training
Industry E-Learning
Experience
EPK Training August 2012 - Present
ScotiaMcLeod November 2011 - August 2012
Berkshire Group (subsidiary of Manulife Financial) 2006 - 2008
Berkshire Group 2004 - 2006
Berkshire Group 2002 - 2004
AIC 2001 - 2002
TD Canada Trust 1997 - 2001
Adventure Learning Centre 1996 - 1996
Skills
Team Building, Leadership, Time Management, Management, Editing, Training, Creative Problem Solving, Creativity Skills, Facilitations, Curriculum Design, E-Learning, Teaching, Creativity, Instructional Design, Adult Education, Curriculum Development, Strategy, Workshop Facilitation, Problem Solving
Education
Michigan State University 2014 — 2015
Graduate Certificate, Serious Games, 4.0 (A)
SUNY at Buffalo 2012 — 2015
Masters of Science Degree, Creativity (Creative Problem Solving & Change Leadership), 4.0 (A)
Conestoga College 2007 — 2009
Teacher/Trainer for Online Learning, Adult Education, A
Georgian College 1995 — 1996
Post Graduate Diploma, Therapeutic Recreation/Recreational Therapy, A
Laurentian University/Université Laurentienne 1989 — 1992
Bachelor of Arts, Sociology, B
EPK Training August 2012 - Present
ScotiaMcLeod November 2011 - August 2012
Berkshire Group (subsidiary of Manulife Financial) 2006 - 2008
Berkshire Group 2004 - 2006
Berkshire Group 2002 - 2004
AIC 2001 - 2002
TD Canada Trust 1997 - 2001
Adventure Learning Centre 1996 - 1996
Skills
Team Building, Leadership, Time Management, Management, Editing, Training, Creative Problem Solving, Creativity Skills, Facilitations, Curriculum Design, E-Learning, Teaching, Creativity, Instructional Design, Adult Education, Curriculum Development, Strategy, Workshop Facilitation, Problem Solving
Education
Michigan State University 2014 — 2015
Graduate Certificate, Serious Games, 4.0 (A)
SUNY at Buffalo 2012 — 2015
Masters of Science Degree, Creativity (Creative Problem Solving & Change Leadership), 4.0 (A)
Conestoga College 2007 — 2009
Teacher/Trainer for Online Learning, Adult Education, A
Georgian College 1995 — 1996
Post Graduate Diploma, Therapeutic Recreation/Recreational Therapy, A
Laurentian University/Université Laurentienne 1989 — 1992
Bachelor of Arts, Sociology, B
Ridhi Patel Ridhi Patel's Berkshire Group Experience May 2008 - August 2008
Job Associate at Trexin Consulting
Industry Management Consulting
Experience
Trexin Consulting July 2015 - Present
AArete April 2013 - July 2015
American Express June 2011 - April 2013
TrueCare Biomedix August 2009 - June 2011
Berkshire Group May 2008 - August 2008
Citigroup Property Investors May 2007 - August 2007
Wachovia Securities May 2006 - August 2006
Skills
Marketing Strategy, Strategic Consulting, Product Marketing, Sales Management, Developing Client..., Strategic Sourcing, Management Consulting, Savings Tracking, Compliance, Strategy, Management, Forecasting, Business Process..., Valuation, Due Diligence, Data Analysis, Analysis, Process Improvement, Finance
Education
University of Michigan 2005 — 2009
Bachelor of Arts, Economics
Trexin Consulting July 2015 - Present
AArete April 2013 - July 2015
American Express June 2011 - April 2013
TrueCare Biomedix August 2009 - June 2011
Berkshire Group May 2008 - August 2008
Citigroup Property Investors May 2007 - August 2007
Wachovia Securities May 2006 - August 2006
Skills
Marketing Strategy, Strategic Consulting, Product Marketing, Sales Management, Developing Client..., Strategic Sourcing, Management Consulting, Savings Tracking, Compliance, Strategy, Management, Forecasting, Business Process..., Valuation, Due Diligence, Data Analysis, Analysis, Process Improvement, Finance
Education
University of Michigan 2005 — 2009
Bachelor of Arts, Economics
Nick Liguori's Berkshire Group Experience May 2015 - August 2015
Job Student at Johns Hopkins University
Industry Financial Services
Experience
Johns Hopkins University June 2015 - Present
Berkshire Group May 2015 - August 2015
AECOM May 2014 - August 2014
Skills
Leadership, Financial Modeling, Microsoft Office, Data Analysis, Strategic Planning, Entrepreneurship, Business Strategy, Start-ups, Strategic Partnerships, Mobile Devices, Data Analytics, Investment Valuation
Education
The Johns Hopkins University 2013 — 2017
Bachelor of Arts (B.A.), International Studies and Economics, Sophomore
Johns Hopkins University June 2015 - Present
Berkshire Group May 2015 - August 2015
AECOM May 2014 - August 2014
Skills
Leadership, Financial Modeling, Microsoft Office, Data Analysis, Strategic Planning, Entrepreneurship, Business Strategy, Start-ups, Strategic Partnerships, Mobile Devices, Data Analytics, Investment Valuation
Education
The Johns Hopkins University 2013 — 2017
Bachelor of Arts (B.A.), International Studies and Economics, Sophomore
Brooke Kenney Brooke Kenney's Berkshire Group Experience April 2006 - Present
Job Senior Accountant at The Berkshire Group
Industry Real Estate
Experience
Berkshire Group April 2006 - Present
Education
Suffolk University
BSBA, Accounting
Berkshire Group April 2006 - Present
Education
Suffolk University
BSBA, Accounting
Michael Coffey Michael Coffey's Berkshire Group Experience April 2015 - Present
Job Senior Vice President at Berkshire Group
Industry Real Estate
Experience
Berkshire Group April 2015 - Present
Greenhill & Co. May 2012 - March 2015
Guggenheim Partners July 2011 - May 2012
Credit Suisse October 2007 - July 2011
Credit Suisse July 2006 - October 2007
Education
Hamilton College
Bachelor of Arts (BA), Economics
Berkshire Group April 2015 - Present
Greenhill & Co. May 2012 - March 2015
Guggenheim Partners July 2011 - May 2012
Credit Suisse October 2007 - July 2011
Credit Suisse July 2006 - October 2007
Education
Hamilton College
Bachelor of Arts (BA), Economics
Greg Hillman Greg Hillman's Berkshire Group Experience May 2012 - Present
Job Compensation Representative at Berkshire Group
Industry Real Estate
Experience
Berkshire Group May 2012 - Present
Remington College January 2010 - January 2012
HILLMAN CONSULTING October 2006 - December 2009
Westfield Group March 2002 - September 2006
AKRON UNIVERSITY January 2003 - May 2003
BANK ONE CORPORATION January 1999 - January 2001
ANDERSEN LLP January 1989 - January 1999
University of Cincinnati January 1987 - January 1989
Skills
Human Resources, Deferred Compensation, Customer Service, Employee Benefits, Training, Strategic Planning, CRM, Public Speaking, Program Management, Teaching, Coaching, Leadership, Executive Pay, Management, Interviews, Training Delivery
Education
University of Cincinnati College of Business 1987 — 1989
MS Taxation, Business, Accounting, Taxation
University of Cincinnati 1970 — 1974
Bachelor of Fine Arts, Broadcasting
Radnor High School 1968 — 1970
Berkshire Group May 2012 - Present
Remington College January 2010 - January 2012
HILLMAN CONSULTING October 2006 - December 2009
Westfield Group March 2002 - September 2006
AKRON UNIVERSITY January 2003 - May 2003
BANK ONE CORPORATION January 1999 - January 2001
ANDERSEN LLP January 1989 - January 1999
University of Cincinnati January 1987 - January 1989
Skills
Human Resources, Deferred Compensation, Customer Service, Employee Benefits, Training, Strategic Planning, CRM, Public Speaking, Program Management, Teaching, Coaching, Leadership, Executive Pay, Management, Interviews, Training Delivery
Education
University of Cincinnati College of Business 1987 — 1989
MS Taxation, Business, Accounting, Taxation
University of Cincinnati 1970 — 1974
Bachelor of Fine Arts, Broadcasting
Radnor High School 1968 — 1970
Ashley (Albano) Tasker Ashley (Albano) Tasker's Berkshire Group Experience May 2005 - Present
Job Accounting Manager at Berkshire Group
Industry Accounting
Experience
Berkshire Group May 2005 - Present
Skills
PeopleSoft, Microsoft Excel, FAS, SAP BPC
Education
The University of Connecticut 2000 — 2004
Bachelor of Applied Science (B.A.Sc.), Accounting
Berkshire Group May 2005 - Present
Skills
PeopleSoft, Microsoft Excel, FAS, SAP BPC
Education
The University of Connecticut 2000 — 2004
Bachelor of Applied Science (B.A.Sc.), Accounting
Abigail D'Amaro's Berkshire Group Experience June 2006 - Present
Job
Industry Real Estate
Experience
Berkshire Group June 2006 - Present
Jack in the Box Inc. December 2004 - March 2006
OneBeacon Insurance July 2003 - September 2004
Trammell Crow Company July 2001 - July 2003
Lakeshore Learning Materials November 2000 - May 2001
Stamps.com January 2000 - October 2000
Advanced Visual Systems Inc. July 1998 - August 1999
Skills
Outlook, Marketing, Microsoft Excel, Customer Service, PeopleSoft, Accounts Payable, Human Resources, Microsoft Word, Administration, Sales, PowerPoint, Real Estate, Market Research, Sage, Proofreading, Sage SalesLogix, OpsBid (Ops Technology), OneSite, ACT!, DMS (Document..., Notary Public, Microsoft Office, Concur, Budgets, Real Estate Development, Management, Property Management
Education
Ohio Wesleyan University 1994 — 1998
B.A., Journalism (print) with Psychology concentration
Medfield High School 1990 — 1994
Diploma, College Prep
Berkshire Group June 2006 - Present
Jack in the Box Inc. December 2004 - March 2006
OneBeacon Insurance July 2003 - September 2004
Trammell Crow Company July 2001 - July 2003
Lakeshore Learning Materials November 2000 - May 2001
Stamps.com January 2000 - October 2000
Advanced Visual Systems Inc. July 1998 - August 1999
Skills
Outlook, Marketing, Microsoft Excel, Customer Service, PeopleSoft, Accounts Payable, Human Resources, Microsoft Word, Administration, Sales, PowerPoint, Real Estate, Market Research, Sage, Proofreading, Sage SalesLogix, OpsBid (Ops Technology), OneSite, ACT!, DMS (Document..., Notary Public, Microsoft Office, Concur, Budgets, Real Estate Development, Management, Property Management
Education
Ohio Wesleyan University 1994 — 1998
B.A., Journalism (print) with Psychology concentration
Medfield High School 1990 — 1994
Diploma, College Prep
Heather Boujoulian's Berkshire Group Experience December 2014 - Present
Job Senior Vice President | Director of Development Investment Management at Berkshire Group
Industry Real Estate
Experience
Berkshire Group L.L.C. August 2015 - Present
Berkshire Group December 2014 - Present
Berkshire Residential Development October 2012 - December 2014
Criterion Development Partners September 2010 - October 2012
Criterion Development Partners September 2004 - September 2010
JPI June 1999 - September 2004
Skills
Real Estate Development, Zoning, Real Estate, Location Intelligence, Real Estate Economics, Due Diligence, Mixed-use, Asset Managment, Real Estate Financing, Land Development, Comprehensive Planning
Education
Harvard University Graduate School of Design 1997 — 1999
Masters Degree, Urban Planning
Roger Williams University 1993 — 1997
BS, Construction Management
Knoch
Berkshire Group L.L.C. August 2015 - Present
Berkshire Group December 2014 - Present
Berkshire Residential Development October 2012 - December 2014
Criterion Development Partners September 2010 - October 2012
Criterion Development Partners September 2004 - September 2010
JPI June 1999 - September 2004
Skills
Real Estate Development, Zoning, Real Estate, Location Intelligence, Real Estate Economics, Due Diligence, Mixed-use, Asset Managment, Real Estate Financing, Land Development, Comprehensive Planning
Education
Harvard University Graduate School of Design 1997 — 1999
Masters Degree, Urban Planning
Roger Williams University 1993 — 1997
BS, Construction Management
Knoch
David Olney's Berkshire Group Experience December 2014 - Present
Job Managing Director, Head of Multifamily Investment Group
Industry Real Estate
Experience
Berkshire Group December 2014 - Present
Berkshire Property Advisors February 2012 - December 2014
Berkshire Property Advisors April 1986 - February 2012
Sanders Associates June 1982 - March 1986
Skills
Real Estate Economics, Disposition, Asset Managment, Real Estate, Apartments, Due Diligence, Real Estate Development, Property Management, Real Estate Transactions, Acquisitions, Investments, Investment Properties, Valuation, Commercial Real Estate, Portfolio Management, Real Estate Financing, Financial Analysis, Finance, Financial Modeling, Asset Management, Mergers & Acquisitions, Corporate Real Estate, Corporate Finance, Renovation, Proformas, Tenant, Investment Sales, Alternative Investments, Investment Portfolio, Mezzanine, Financial Structuring, Private Equity, Underwriting, Debt Restructuring
Education
Babson College - Franklin W. Olin Graduate School of Business 1982 — 1984
Master of Business Administration (MBA), Finance, General
Bryant College 1978 — 1982
Bachelor of Science (BS), Finance, General
Berkshire Group December 2014 - Present
Berkshire Property Advisors February 2012 - December 2014
Berkshire Property Advisors April 1986 - February 2012
Sanders Associates June 1982 - March 1986
Skills
Real Estate Economics, Disposition, Asset Managment, Real Estate, Apartments, Due Diligence, Real Estate Development, Property Management, Real Estate Transactions, Acquisitions, Investments, Investment Properties, Valuation, Commercial Real Estate, Portfolio Management, Real Estate Financing, Financial Analysis, Finance, Financial Modeling, Asset Management, Mergers & Acquisitions, Corporate Real Estate, Corporate Finance, Renovation, Proformas, Tenant, Investment Sales, Alternative Investments, Investment Portfolio, Mezzanine, Financial Structuring, Private Equity, Underwriting, Debt Restructuring
Education
Babson College - Franklin W. Olin Graduate School of Business 1982 — 1984
Master of Business Administration (MBA), Finance, General
Bryant College 1978 — 1982
Bachelor of Science (BS), Finance, General
Daniel D.J. Reilert's Berkshire Group Experience 1988 - Present
Job Songwriter, Performer & Studio Professional
Industry Music
Experience
Berkshire Group 1988 - Present
Music Business 1965 - 2013
Music Business 1965 - 2013
Hartford Courant, WCCC-FM etc. January 1975 - August 1987
Skills
Music, Rock, Music Production, Band, Songwriting, Retail, Music Industry, Social Media Marketing, Studio Recording, Composition, Singing, Blues, POP, Radio, Funk, Musicians, Music Publishing, Film Scoring, Guitarist, Lyrics, Songs, Drums, Sound Design, Music Education, R&B, Guitar, Vocal, Recording, Original Music, Keyboards, Entertainment, Bass, Sound, Musical Theatre, Concerts, Piano, Festivals, Pro Tools, Professional Audio, Audio Engineering, Music Licensing, Rock Music, Bands
Education
Trinity College-Hartford
BA Religion
Berkshire Group 1988 - Present
Music Business 1965 - 2013
Music Business 1965 - 2013
Hartford Courant, WCCC-FM etc. January 1975 - August 1987
Skills
Music, Rock, Music Production, Band, Songwriting, Retail, Music Industry, Social Media Marketing, Studio Recording, Composition, Singing, Blues, POP, Radio, Funk, Musicians, Music Publishing, Film Scoring, Guitarist, Lyrics, Songs, Drums, Sound Design, Music Education, R&B, Guitar, Vocal, Recording, Original Music, Keyboards, Entertainment, Bass, Sound, Musical Theatre, Concerts, Piano, Festivals, Pro Tools, Professional Audio, Audio Engineering, Music Licensing, Rock Music, Bands
Education
Trinity College-Hartford
BA Religion
Shelley Santulli's Berkshire Group Experience 2014 - Present
Job Senior Vice President at Berkshire Group
Industry Real Estate
Experience
Berkshire Group 2014 - Present
The Congress Group, Inc. 2011 - 2013
Broadview Investors, LLC 2009 - 2011
AEW Capital Management 2004 - 2008
Fidelity Investments 2001 - 2004
Fidelity Investments 1994 - 1999
Coopers & Lybrand 1990 - 1994
Laventhol & Horwath 1989 - 1990
Skills
Due Diligence, Valuation, Investments, Real Estate, Portfolio Management, Investment Properties, Acquisitions, Strategy, Equities, Loans, Restructuring, Investment Management, Investors, Real Estate Private..., Property, Asset Management, Real Estate Economics, Real Estate Development, Investment Banking, CMBS
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance, Marketing
Duke University 1982 — 1986
AB, Economics, Political Science
Berkshire Group 2014 - Present
The Congress Group, Inc. 2011 - 2013
Broadview Investors, LLC 2009 - 2011
AEW Capital Management 2004 - 2008
Fidelity Investments 2001 - 2004
Fidelity Investments 1994 - 1999
Coopers & Lybrand 1990 - 1994
Laventhol & Horwath 1989 - 1990
Skills
Due Diligence, Valuation, Investments, Real Estate, Portfolio Management, Investment Properties, Acquisitions, Strategy, Equities, Loans, Restructuring, Investment Management, Investors, Real Estate Private..., Property, Asset Management, Real Estate Economics, Real Estate Development, Investment Banking, CMBS
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance, Marketing
Duke University 1982 — 1986
AB, Economics, Political Science
Alan King's Berkshire Group Experience July 2014 - Present
Job Partner|Head of Property Operations at BerkshireGroup | President | Berkshire Communities
Industry Real Estate
Experience
Berkshire-Group July 2014 - Present
Berkshire Property Advisors, LLC February 2012 - July 2014
Berkshire Property Advisors July 2006 - February 2012
Berkshire Property Advisors, LLC 2006 - January 2012
Archon Residential February 2000 - July 2006
Archon Group 2001 - 2006
Archon Group / Goldman Sachs 2000 - 2006
McNeil Real Estate 1994 - 2000
Skills
Property Management, Real Estate, Acquisitions, Due Diligence, Asset Managment, Market Analysis, Contract Negotiation, Budget, Renovation, Negotiation, Customer Service, Marketing, Financial Analysis, Marketing Strategy, Management, Forecasting, Team Building
Education
University of Florida - Warrington College Of Business 1986 — 1987
BBA-Finance, Finance
Berkshire-Group July 2014 - Present
Berkshire Property Advisors, LLC February 2012 - July 2014
Berkshire Property Advisors July 2006 - February 2012
Berkshire Property Advisors, LLC 2006 - January 2012
Archon Residential February 2000 - July 2006
Archon Group 2001 - 2006
Archon Group / Goldman Sachs 2000 - 2006
McNeil Real Estate 1994 - 2000
Skills
Property Management, Real Estate, Acquisitions, Due Diligence, Asset Managment, Market Analysis, Contract Negotiation, Budget, Renovation, Negotiation, Customer Service, Marketing, Financial Analysis, Marketing Strategy, Management, Forecasting, Team Building
Education
University of Florida - Warrington College Of Business 1986 — 1987
BBA-Finance, Finance
Scott Director's Berkshire Group Experience 1992 - 1994
Job Controller at Crosspoint Associates
Industry Accounting
Experience
Crosspoint Associates September 2009 - Present
The Community Builders 2004 - 2009
First Winthrop Corporation 1999 - 2004
The Bulfinch Companies 1994 - 1999
TLP Leasing Prograns 1993 - 1994
Berkshire Group 1992 - 1994
Skills
Asset Management, Real Estate, Financial Analysis, Accounting, Excel, Budgets, Financial Reporting, Microsoft Excel, Due Diligence, Entrepreneurship, Microsoft Office, Asset Managment, Financial Modeling
Education
University of Hartford 1986 — 1990
BSBA, Accounting
Stoughton High School 1982 — 1986
Crosspoint Associates September 2009 - Present
The Community Builders 2004 - 2009
First Winthrop Corporation 1999 - 2004
The Bulfinch Companies 1994 - 1999
TLP Leasing Prograns 1993 - 1994
Berkshire Group 1992 - 1994
Skills
Asset Management, Real Estate, Financial Analysis, Accounting, Excel, Budgets, Financial Reporting, Microsoft Excel, Due Diligence, Entrepreneurship, Microsoft Office, Asset Managment, Financial Modeling
Education
University of Hartford 1986 — 1990
BSBA, Accounting
Stoughton High School 1982 — 1986
Philippe Pelletier CIM's Berkshire Group Experience 2002 - 2004
Job Vice President Sales, Montreal North and South
Industry Investment Management
Experience
NEI Investments July 2015 - Present
SFL Partenaire de Desjardins Sécurité financière January 2014 - June 2015
Dynamic Funds 2004 - December 2013
Dynamic Funds 2005 - 2008
Dynamic Funds 2004 - 2005
Berkshire Group 2002 - 2004
Skills
Mutual Funds, Investment Strategies, Alternative Investments, Business Development, Wealth Management, Asset Allocation, Strategic Financial..., Financial Services, ETFs, Investment Management, Investment Advisory, Securities, Financial Advisory, Fixed Income, Retirement Planning, Financial Planning
Education
Canadian Securities Institute
CIM - Chartered Investment Manager
John Abbott College
UQAM
NEI Investments July 2015 - Present
SFL Partenaire de Desjardins Sécurité financière January 2014 - June 2015
Dynamic Funds 2004 - December 2013
Dynamic Funds 2005 - 2008
Dynamic Funds 2004 - 2005
Berkshire Group 2002 - 2004
Skills
Mutual Funds, Investment Strategies, Alternative Investments, Business Development, Wealth Management, Asset Allocation, Strategic Financial..., Financial Services, ETFs, Investment Management, Investment Advisory, Securities, Financial Advisory, Fixed Income, Retirement Planning, Financial Planning
Education
Canadian Securities Institute
CIM - Chartered Investment Manager
John Abbott College
UQAM
Laura Hawes's Berkshire Group Experience February 2013 - August 2015
Job Executive Assistant for Patrick Veale and Phil Edmundson at Gallagher WGA
Industry Insurance
Experience
Gallagher WGA August 2015 - Present
Berkshire Group February 2013 - August 2015
The Carpenters Fund October 2009 - November 2012
CypressTree Investment May 1989 - July 2009
Skills
Strategic Planning, Fundraising, Budgets, Event Planning, Project Management, Microsoft Office, Microsoft Excel, Management, Human Resources, Organizational..., Customer Service, Payroll, Notary Public, Interviews, Recruiting, Leadership, Business Process..., Time Management, Team Management, Team Building, Department Budgeting
Education
University of Phoenix 2007 — 2007
Human Resource Management, Human Resource Management
Northeastern University 1998 — 1998
Business English Course
Gallagher WGA August 2015 - Present
Berkshire Group February 2013 - August 2015
The Carpenters Fund October 2009 - November 2012
CypressTree Investment May 1989 - July 2009
Skills
Strategic Planning, Fundraising, Budgets, Event Planning, Project Management, Microsoft Office, Microsoft Excel, Management, Human Resources, Organizational..., Customer Service, Payroll, Notary Public, Interviews, Recruiting, Leadership, Business Process..., Time Management, Team Management, Team Building, Department Budgeting
Education
University of Phoenix 2007 — 2007
Human Resource Management, Human Resource Management
Northeastern University 1998 — 1998
Business English Course
Jeff Kerner's Berkshire Group Experience 2002 - 2006
Job MBA, RRC
Industry Investment Management
Experience
TD Wealth Management 2014 - Present
Excel Funds Management Inc. 2011 - 2014
CIBC Wealth Management 2006 - 2011
Berkshire Group 2002 - 2006
Skills
Financial Markets, Mutual Funds, Capital Markets, LBO, Analysis, Financial Modeling, Asset Management, DCF, Mergers, Investments, Equities, Wealth Management, Relationship Management, Financial Services, Investment Strategies, Financial Advisory, Investment Management, Asset Allocation, Investor Relations, Mergers & Acquisitions
Education
Athabasca University 2011 — 2014
Master of Business Administration (M.B.A.)
Investment Banking Institute
McGill University 1997 — 2001
B.A, Industrial Relations, Humanistic Studies
TD Wealth Management 2014 - Present
Excel Funds Management Inc. 2011 - 2014
CIBC Wealth Management 2006 - 2011
Berkshire Group 2002 - 2006
Skills
Financial Markets, Mutual Funds, Capital Markets, LBO, Analysis, Financial Modeling, Asset Management, DCF, Mergers, Investments, Equities, Wealth Management, Relationship Management, Financial Services, Investment Strategies, Financial Advisory, Investment Management, Asset Allocation, Investor Relations, Mergers & Acquisitions
Education
Athabasca University 2011 — 2014
Master of Business Administration (M.B.A.)
Investment Banking Institute
McGill University 1997 — 2001
B.A, Industrial Relations, Humanistic Studies
Debbie Oswald's Berkshire Group Experience December 1999 - August 2005
Job Quality Assurance Analyst, CTFL, Broadridge Software Ltd.
Industry Computer & Network Security
Experience
Broadridge Software Ltd. April 2011 - Present
Dundee Wealth Management August 2005 - September 2008
Berkshire Group December 1999 - August 2005
Skills
Business Analysis, Requirements Analysis, Process Improvement, Troubleshooting, Technical Documentation, Quality Assurance
Education
Laurentian University/Université Laurentienne 1985 — 1988
Bachelor's degree, Psychology/Sociology
Canadian Securities Institute of Canada
Canadian Securities Course
Communicare
Information Mapping
International Software Testing Qualifications Board
Certified Tester Foundation Level
Investment Funds of Canada
Mutual Funds Course
Learning Tree International
Project Management Skills for Success
Broadridge Software Ltd. April 2011 - Present
Dundee Wealth Management August 2005 - September 2008
Berkshire Group December 1999 - August 2005
Skills
Business Analysis, Requirements Analysis, Process Improvement, Troubleshooting, Technical Documentation, Quality Assurance
Education
Laurentian University/Université Laurentienne 1985 — 1988
Bachelor's degree, Psychology/Sociology
Canadian Securities Institute of Canada
Canadian Securities Course
Communicare
Information Mapping
International Software Testing Qualifications Board
Certified Tester Foundation Level
Investment Funds of Canada
Mutual Funds Course
Learning Tree International
Project Management Skills for Success
Nikkisha Spencer's Berkshire Group Experience June 2002 - December 2007
Job Senior Corporate Accountant
Industry Accounting
Experience
Krupp Family Office, LLC December 2007 - Present
Berkshire Group June 2002 - December 2007
Skills
Financial Reporting, Analysis, Forecasting, Financial Modeling, Estate Planning, Financial Analysis, Corporate Finance, Finance, Budgets, Leadership, Accounting, Auditing, Management, Financial Statements, General Ledger, Accounts Payable, Account Reconciliation
Education
Univeristy of Massachusetts at Amherst 2000 — 2002
BBA, Accounting
Massasoit Community College 1998 — 2000
Associates, Business Administration
Management Leadership for Tomorrow 2011 — 2012
MBA Prep Fellow
The Partnership, Inc 2009 — 2010
Certification, Leadership
Krupp Family Office, LLC December 2007 - Present
Berkshire Group June 2002 - December 2007
Skills
Financial Reporting, Analysis, Forecasting, Financial Modeling, Estate Planning, Financial Analysis, Corporate Finance, Finance, Budgets, Leadership, Accounting, Auditing, Management, Financial Statements, General Ledger, Accounts Payable, Account Reconciliation
Education
Univeristy of Massachusetts at Amherst 2000 — 2002
BBA, Accounting
Massasoit Community College 1998 — 2000
Associates, Business Administration
Management Leadership for Tomorrow 2011 — 2012
MBA Prep Fellow
The Partnership, Inc 2009 — 2010
Certification, Leadership
Catalina Chew's Berkshire Group Experience 2014 - Present
Job Berkshire Group
Industry Real Estate
Experience
Berkshire Group 2014 - Present
High Street Realty Company, LLC December 2008 - July 2014
High Street Equity Advisors LLC December 2008 - March 2014
Northland Investment Corporation 2006 - 2008
PricewaterhouseCoopers Limited 2004 - 2006
Skills
Real Estate, Management, Asset Management, Accounting, Property Management, Finance, Investment Properties, Cash Management, Investments, Auditing, Financial Analysis, Financial Reporting
Education
Fisher College
Business Management, Business and Accounting
Berkshire Group 2014 - Present
High Street Realty Company, LLC December 2008 - July 2014
High Street Equity Advisors LLC December 2008 - March 2014
Northland Investment Corporation 2006 - 2008
PricewaterhouseCoopers Limited 2004 - 2006
Skills
Real Estate, Management, Asset Management, Accounting, Property Management, Finance, Investment Properties, Cash Management, Investments, Auditing, Financial Analysis, Financial Reporting
Education
Fisher College
Business Management, Business and Accounting
Rob Horowitz's Berkshire Group Experience January 1995 - Present
Job Owner, Berkshire Group
Industry Financial Services
Experience
Berkshire Group January 1995 - Present
Olympia & York January 1985 - January 1990
Manhattan District Attorney Office August 1979 - November 1982
Skills
Investments, Strategic Planning, Customer Service, Retirement Planning, Strategic Financial..., Microsoft Office, Project Management, Microsoft Excel, Small Business, Insurance, Marketing, Estate Planning, New Business Development, Accounting, Negotiation
Education
New York University School of Law 1976 — 1979
Juris Doctor
Brown University 1972 — 1976
Bachelor of Arts (BA), History
Berkshire Group January 1995 - Present
Olympia & York January 1985 - January 1990
Manhattan District Attorney Office August 1979 - November 1982
Skills
Investments, Strategic Planning, Customer Service, Retirement Planning, Strategic Financial..., Microsoft Office, Project Management, Microsoft Excel, Small Business, Insurance, Marketing, Estate Planning, New Business Development, Accounting, Negotiation
Education
New York University School of Law 1976 — 1979
Juris Doctor
Brown University 1972 — 1976
Bachelor of Arts (BA), History
Jane E. Williams's Berkshire Group Experience November 2005 - Present
Job Commercial Real Estate Professional
Industry Real Estate
Experience
Berkshire Group November 2005 - Present
Sares-Regis Group 1999 - 2005
Bristol Group, Inc. 1997 - 1999
McNeil Capital 1996 - 1997
WinnCompanies 1986 - 1995
Skills
Real Estate, Investment Properties, Disposition, Property Management, Due Diligence, Asset Management, Investments, Acquisitions, Contract Negotiation, Commercial Real Estate, Real Estate Transactions, Real Estate Financing
Education
Bentley University 1982 — 1995
BS, Finance
Endicott College 1980 — 1982
AS, Business Administration
Berkshire Group November 2005 - Present
Sares-Regis Group 1999 - 2005
Bristol Group, Inc. 1997 - 1999
McNeil Capital 1996 - 1997
WinnCompanies 1986 - 1995
Skills
Real Estate, Investment Properties, Disposition, Property Management, Due Diligence, Asset Management, Investments, Acquisitions, Contract Negotiation, Commercial Real Estate, Real Estate Transactions, Real Estate Financing
Education
Bentley University 1982 — 1995
BS, Finance
Endicott College 1980 — 1982
AS, Business Administration
Thomas Blankenship's Berkshire Group Experience September 2010 - December 2010
Job mechanical engineer at Stangl Associates
Industry Mechanical or Industrial Engineering
Experience
Stangl Associates January 2011 - Present
Berkshire Group September 2010 - December 2010
Skills
Engineering, Microsoft Office, CAD
Education
University of Massachusetts, Amherst 2006 — 2010
Bachelor of Science (B.S.), Mechanical Engineering
Doherty Memorial High School 2002 — 2006
Stangl Associates January 2011 - Present
Berkshire Group September 2010 - December 2010
Skills
Engineering, Microsoft Office, CAD
Education
University of Massachusetts, Amherst 2006 — 2010
Bachelor of Science (B.S.), Mechanical Engineering
Doherty Memorial High School 2002 — 2006
Weyerhaeuser
General Growth Properties
American Campus Communities
AvalonBay Communities
Forest City Enterprises
Crown Castle
Macerich
Camden Property Trust