Berkshire Mortgage Finance
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Berkshire Mortgage Finance Employees
Employee
Years
Job
Industry
Ana (Woods) Ramos Ana (Woods) Ramos's Berkshire Mortgage Finance Experience February 2002 - September 2004
Job Vice President at Arbor Commercial Mortgage
Industry Commercial Real Estate
Experience
Arbor Commercial Mortgage March 2015 - Present
Hunt Mortgage Group June 2012 - February 2015
Greystone Servicing Corporation, Inc. October 2004 - August 2012
Berkshire Mortgage Finance February 2002 - September 2004
ARCS Commercial Mortgage November 1997 - February 2002
Skills
Banking, CMBS, Loans, Underwriting, Mortgage Lending, Valuation, Mortgage Banking, Apartments, Real Estate Economics, Asset Managment, Finance, Real Estate, Commercial Mortgages, Real Estate Transactions, Real Estate Financing
Education
California State University-Northridge
Arbor Commercial Mortgage March 2015 - Present
Hunt Mortgage Group June 2012 - February 2015
Greystone Servicing Corporation, Inc. October 2004 - August 2012
Berkshire Mortgage Finance February 2002 - September 2004
ARCS Commercial Mortgage November 1997 - February 2002
Skills
Banking, CMBS, Loans, Underwriting, Mortgage Lending, Valuation, Mortgage Banking, Apartments, Real Estate Economics, Asset Managment, Finance, Real Estate, Commercial Mortgages, Real Estate Transactions, Real Estate Financing
Education
California State University-Northridge
Leyda Bruning Leyda Bruning's Berkshire Mortgage Finance Experience August 1988 - 2003
Job Realtor in Temecula Valley
Industry Real Estate
Experience
Realty Executives May 2013 - Present
MG Properties Group October 2010 - October 2013
Source Financial Group August 2006 - October 2010
Sierra Capital Partners March 2003 - March 2006
Berkshire Mortgage Finance August 1988 - 2003
Bankers Mutual August 1988 - 2000
Skills
Mortgage Lending, Mortgage Underwriting, Commercial Real Estate, Real Estate Transactions, Loan Origination, Residential Mortgages, Refinance, Real Estate Financing, Investment Properties, Multifamily Loans, Loan Underwriting, Underwriting, Investments, Loans, Real Estate
Education
California State University-Long Beach
Troy High School
UC Irvine
Realty Executives May 2013 - Present
MG Properties Group October 2010 - October 2013
Source Financial Group August 2006 - October 2010
Sierra Capital Partners March 2003 - March 2006
Berkshire Mortgage Finance August 1988 - 2003
Bankers Mutual August 1988 - 2000
Skills
Mortgage Lending, Mortgage Underwriting, Commercial Real Estate, Real Estate Transactions, Loan Origination, Residential Mortgages, Refinance, Real Estate Financing, Investment Properties, Multifamily Loans, Loan Underwriting, Underwriting, Investments, Loans, Real Estate
Education
California State University-Long Beach
Troy High School
UC Irvine
Mathew Wehland Mathew Wehland's Berkshire Mortgage Finance Experience August 1998 - March 2000
Job Senior Vice President at National Cooperative Bank
Industry Banking
Experience
National Cooperative Bank April 2000 - Present
Berkshire Mortgage Finance August 1998 - March 2000
CRIIMI MAE August 1996 - August 1998
GEICO 1992 - 1996
Skills
Loans, Credit, Loan Servicing, Asset Management, Underwriting, Project Management, Real Estate, Commercial Mortgages, New Business Development, USA PATRIOT Act, Portfolio Management, Project Portfolio..., Data Governance, Rating Agency Relations, Fannie Mae, CMBS
Education
University of Maryland College Park 1987 — 1991
Bachelor of Arts (B.A.), Pre-Law Studies
University of Maryland College Park
National Cooperative Bank April 2000 - Present
Berkshire Mortgage Finance August 1998 - March 2000
CRIIMI MAE August 1996 - August 1998
GEICO 1992 - 1996
Skills
Loans, Credit, Loan Servicing, Asset Management, Underwriting, Project Management, Real Estate, Commercial Mortgages, New Business Development, USA PATRIOT Act, Portfolio Management, Project Portfolio..., Data Governance, Rating Agency Relations, Fannie Mae, CMBS
Education
University of Maryland College Park 1987 — 1991
Bachelor of Arts (B.A.), Pre-Law Studies
University of Maryland College Park
james wogan's Berkshire Mortgage Finance Experience 1999 - 2003
Job Multifamily Loan Originator at Berkeley Point Capital LLC
Industry Real Estate
Experience
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 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
Jeff McVehil Jeff McVehil's Berkshire Mortgage Finance Experience April 1992 - April 1999
Job Director / Chief Underwriter at CBRE
Industry Commercial Real Estate
Experience
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
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
Monica Prentice, M.A., PHR Monica Prentice, M.A., PHR's Berkshire Mortgage Finance Experience 2001 - 2004
Job Human Resource Professional at UC Irvine
Industry Human Resources
Experience
UC Irvine Extension and Summer Session October 2012 - Present
UC Irvine Extension and Summer Session December 2004 - October 2012
Family Assessment Counseling and Education Services, Inc. August 2011 - August 2012
Community Service Programs, Inc. 2010 - 2012
Berkshire Mortgage Finance 2001 - 2004
Skills
Psychotherapy, Counseling, Interviewing, Policy, Staff Development, Employee Relations, Workers Compensation, Compensation Planning, Recruitment/Retention, Interviews, Organizational..., Personnel Management, Higher Education, Public Speaking, Career Development, New Hire Orientations, Training, Leadership Development, Workshop Facilitation, Conflict Resolution, Content Management, Talent Management
Education
Argosy University 2010 — 2012
M.A., Counseling Psychology, Marriage and Family Therapy
California State University-Long Beach
B.A., Speech Communications
UC Irvine Extension and Summer Session October 2012 - Present
UC Irvine Extension and Summer Session December 2004 - October 2012
Family Assessment Counseling and Education Services, Inc. August 2011 - August 2012
Community Service Programs, Inc. 2010 - 2012
Berkshire Mortgage Finance 2001 - 2004
Skills
Psychotherapy, Counseling, Interviewing, Policy, Staff Development, Employee Relations, Workers Compensation, Compensation Planning, Recruitment/Retention, Interviews, Organizational..., Personnel Management, Higher Education, Public Speaking, Career Development, New Hire Orientations, Training, Leadership Development, Workshop Facilitation, Conflict Resolution, Content Management, Talent Management
Education
Argosy University 2010 — 2012
M.A., Counseling Psychology, Marriage and Family Therapy
California State University-Long Beach
B.A., Speech Communications
Shane Sonneveldt's Berkshire Mortgage Finance Experience April 1999 - October 2004
Job Principal
Industry Commercial Real Estate
Experience
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
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
OWEN DYKES IV OWEN DYKES IV's Berkshire Mortgage Finance Experience 1997 - 2001
Job REALTOR at PalmerHouse Properties
Industry Real Estate
Experience
PalmerHouse Properties September 2012 - March 2013
PRIME REAL ESTATE October 2009 - September 2012
Georgia Mortgage Services, Inc 2001 - May 2010
Berkshire Mortgage Finance 1997 - 2001
Skills
Negotiation, Sales, Management, Zoning, Mergers, Real Estate, Investment Properties, REO, Condos, Residential Homes, Investors, First Time Home Buyers, Sellers, Commercial Real Estate, Foreclosures, Contract Negotiation, Marketing, Property, Buyer Representation, HUD, Investments, Referrals, Real Estate Financing, Real Estate Transactions, Mortgage Lending, Single Family Homes, Listings, Relocation, Short Sales, Brokerage, FHA, Townhomes, Buyers, Luxury, Loans, Property Management, Selling
Education
University of Georgia - Terry College of Business 1988 — 1992
BBA, RISK MANAGEMENT/INSURANCE
PalmerHouse Properties September 2012 - March 2013
PRIME REAL ESTATE October 2009 - September 2012
Georgia Mortgage Services, Inc 2001 - May 2010
Berkshire Mortgage Finance 1997 - 2001
Skills
Negotiation, Sales, Management, Zoning, Mergers, Real Estate, Investment Properties, REO, Condos, Residential Homes, Investors, First Time Home Buyers, Sellers, Commercial Real Estate, Foreclosures, Contract Negotiation, Marketing, Property, Buyer Representation, HUD, Investments, Referrals, Real Estate Financing, Real Estate Transactions, Mortgage Lending, Single Family Homes, Listings, Relocation, Short Sales, Brokerage, FHA, Townhomes, Buyers, Luxury, Loans, Property Management, Selling
Education
University of Georgia - Terry College of Business 1988 — 1992
BBA, RISK MANAGEMENT/INSURANCE
Jeffrey Menos's Berkshire Mortgage Finance Experience September 2004 - April 2005
Job CoFounder of IUGPORT
Industry Computer Networking
Experience
Resolute Systems, LLC March 2015 - Present
Duane Reade August 2013 - Present
Work Market February 2012 - Present
SponsorHub Inc. November 2012 - June 2013
GameStop October 2007 - November 2012
Canton South Worth Library August 2006 - May 2007
Animal Care & Control of NYC June 2006 - August 2006
Berkshire Mortgage Finance September 2004 - April 2005
Skills
Microsoft Office, Windows, Microsoft Excel, PowerPoint, Access, Computer Hardware, Customer Service, Dreamweaver, Social Networking, Ruby on Rails, PHP, CSS, XP, Project Management, Field Marketing, Marketing Support, Sponsorship, Start-up Environment, Data Analysis, HTML emails, Marketing Research, Databases, Account Coordination, Business Analysis, Mac OS, HTML, SQL, JavaScript, Networking, Business Networking, Social Media Marketing, Troubleshooting, Time Management, Blogging, Marketing, Social Media
Education
University of Phoenix 2013 — 2014
Bachelor of Applied Science (B.A.Sc.), Information Technology/Programing
Borough of Manhattan Community College 2009 — 2010
Information Technology
State University of New York at Canton 2006 — 2007
Computer Information systems
Resolute Systems, LLC March 2015 - Present
Duane Reade August 2013 - Present
Work Market February 2012 - Present
SponsorHub Inc. November 2012 - June 2013
GameStop October 2007 - November 2012
Canton South Worth Library August 2006 - May 2007
Animal Care & Control of NYC June 2006 - August 2006
Berkshire Mortgage Finance September 2004 - April 2005
Skills
Microsoft Office, Windows, Microsoft Excel, PowerPoint, Access, Computer Hardware, Customer Service, Dreamweaver, Social Networking, Ruby on Rails, PHP, CSS, XP, Project Management, Field Marketing, Marketing Support, Sponsorship, Start-up Environment, Data Analysis, HTML emails, Marketing Research, Databases, Account Coordination, Business Analysis, Mac OS, HTML, SQL, JavaScript, Networking, Business Networking, Social Media Marketing, Troubleshooting, Time Management, Blogging, Marketing, Social Media
Education
University of Phoenix 2013 — 2014
Bachelor of Applied Science (B.A.Sc.), Information Technology/Programing
Borough of Manhattan Community College 2009 — 2010
Information Technology
State University of New York at Canton 2006 — 2007
Computer Information systems
Maggie Gifford's Berkshire Mortgage Finance Experience 1997 - 2004
Job Multifamily Underwriter
Industry Real Estate
Experience
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
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
Bryan Dickson Bryan Dickson's Berkshire Mortgage Finance Experience July 1997 - May 1999
Job Director/Banker at Citi
Industry Financial Services
Experience
Citi May 2012 - Present
Freddie Mac November 2005 - May 2012
Freddie Mac September 2001 - November 2005
Illinois Housing Development Authority July 2000 - August 2001
Illinois Housing Development Authority May 1999 - June 2000
Berkshire Mortgage Finance July 1997 - May 1999
Chevy Chase Bank September 1996 - June 1997
Skills
Real Estate Economics, CMBS, Loans, Underwriting, Valuation, Asset Managment, Mortgage Lending, Commercial Mortgages, Portfolio Management, Credit, Financial Modeling, Due Diligence, Real Estate, Structured Finance, Affordable Housing
Education
The George Washington University 1992 — 1994
Master of Business Administration, Real Estate Development
The George Washington University 1986 — 1989
Bachelor of Business Administration, Marketing
Citi May 2012 - Present
Freddie Mac November 2005 - May 2012
Freddie Mac September 2001 - November 2005
Illinois Housing Development Authority July 2000 - August 2001
Illinois Housing Development Authority May 1999 - June 2000
Berkshire Mortgage Finance July 1997 - May 1999
Chevy Chase Bank September 1996 - June 1997
Skills
Real Estate Economics, CMBS, Loans, Underwriting, Valuation, Asset Managment, Mortgage Lending, Commercial Mortgages, Portfolio Management, Credit, Financial Modeling, Due Diligence, Real Estate, Structured Finance, Affordable Housing
Education
The George Washington University 1992 — 1994
Master of Business Administration, Real Estate Development
The George Washington University 1986 — 1989
Bachelor of Business Administration, Marketing
Kevin McGowan Kevin McGowan's Berkshire Mortgage Finance Experience June 1998 - December 2000
Job Vice President, Commercial Banking Division at Rockland Trust Company
Industry Commercial Real Estate
Experience
Rockland Trust Company May 2011 - Present
Scituate Federal Savings Bank July 2006 - May 2011
Walpole Cooperative Bank 2002 - 2006
KeyBank 2000 - 2002
Berkshire Mortgage Finance June 1998 - December 2000
Berkshire Mortgage Finance 1997 - 1998
South Boston Savings Bank 1995 - 1997
Skills
Loans, Real Estate, Commercial Lending, Commercial Mortgages, Valuation, Commercial Real Estate, Mortgage Banking, Banking, Investments, Portfolio Management, Small Business Lending, Commercial Banking, Credit, Asset Management, Loan Origination, Mortgage Lending, Lines Of Credit
Education
Norwich University 1988 — 1993
BA, Military History, Business
Hingham High
Rockland Trust Company May 2011 - Present
Scituate Federal Savings Bank July 2006 - May 2011
Walpole Cooperative Bank 2002 - 2006
KeyBank 2000 - 2002
Berkshire Mortgage Finance June 1998 - December 2000
Berkshire Mortgage Finance 1997 - 1998
South Boston Savings Bank 1995 - 1997
Skills
Loans, Real Estate, Commercial Lending, Commercial Mortgages, Valuation, Commercial Real Estate, Mortgage Banking, Banking, Investments, Portfolio Management, Small Business Lending, Commercial Banking, Credit, Asset Management, Loan Origination, Mortgage Lending, Lines Of Credit
Education
Norwich University 1988 — 1993
BA, Military History, Business
Hingham High
Paul Donahue Paul Donahue's Berkshire Mortgage Finance Experience January 1995 - October 2004
Job Senior Vice President at Bellwether Enterprise Real Estate Capital, LLC
Industry Real Estate
Experience
Bellwether Enterprise Real Estate Capital, LLC 2014 - Present
Centerline Capital Group 2011 - May 2014
CB Richard Ellis April 2007 - June 2011
HFF December 2004 - February 2007
Berkshire Mortgage Finance January 1995 - October 2004
Berkshire Property Advisors December 1985 - June 1994
Bank of Boston 1979 - 1984
Education
University of Virginia Darden School of Business 1977 — 1979
MBA
Harvard University 1971 — 1975
AB, Government
Bellwether Enterprise Real Estate Capital, LLC 2014 - Present
Centerline Capital Group 2011 - May 2014
CB Richard Ellis April 2007 - June 2011
HFF December 2004 - February 2007
Berkshire Mortgage Finance January 1995 - October 2004
Berkshire Property Advisors December 1985 - June 1994
Bank of Boston 1979 - 1984
Education
University of Virginia Darden School of Business 1977 — 1979
MBA
Harvard University 1971 — 1975
AB, Government
Ken Outcalt Ken Outcalt's Berkshire Mortgage Finance Experience 2002 - 2003
Job Executive Vice President at The NRP Group LLC
Industry Real Estate
Experience
The NRP Group LLC May 2013 - Present
The NRP Group LLC May 2003 - May 2013
Berkshire Mortgage Finance 2002 - 2003
Skills
Real Estate Economics, Marketing, Real Estate, Disposition, Due Diligence, Financial Modeling, Start-ups, Asset Management, Affordable Housing, Real Estate Transactions, Nonprofits, Land Development, Real Estate Development, Brokerage, Location Intelligence
Education
University of Michigan - Stephen M. Ross School of Business 1997 — 1999
Master of Business Administration (M.B.A.)
Cornell University 1989 — 1993
Bachelor of Science (BS)
The NRP Group LLC May 2013 - Present
The NRP Group LLC May 2003 - May 2013
Berkshire Mortgage Finance 2002 - 2003
Skills
Real Estate Economics, Marketing, Real Estate, Disposition, Due Diligence, Financial Modeling, Start-ups, Asset Management, Affordable Housing, Real Estate Transactions, Nonprofits, Land Development, Real Estate Development, Brokerage, Location Intelligence
Education
University of Michigan - Stephen M. Ross School of Business 1997 — 1999
Master of Business Administration (M.B.A.)
Cornell University 1989 — 1993
Bachelor of Science (BS)
Eric M. Relos Eric M. Relos's Berkshire Mortgage Finance Experience June 2002 - June 2003
Job Account Executive at Redwood Mortgage
Industry Commercial Real Estate
Experience
Redwood Mortgage May 2014 - Present
First Republic Bank April 2012 - April 2014
PENSCO Inc April 2010 - March 2012
The Mortgage Acquisition Corporation May 2009 - November 2009
Redwood Mortgage February 2008 - March 2009
Washington Mutual, Inc. June 2003 - December 2007
Berkshire Mortgage Finance June 2002 - June 2003
Bank of America June 1998 - July 2001
Skills
Real Estate Finance, Loans, Underwriting, Mortgage Lending, Mortgage, Credit, Investments, Portfolio Management, Asset Management, Real Estate Economics, Due Diligence, Commercial Mortgages, Finance, Banking, Referrals, Financial Analysis, Commercial Real Estate, Real Estate, Investment Properties, Financial Services
Education
University of California, Berkeley 1988 — 1989
Bach of Science, Business Administration
James Logan HS 1979 — 1983
High School, College Prep Courses, 3.87
Redwood Mortgage May 2014 - Present
First Republic Bank April 2012 - April 2014
PENSCO Inc April 2010 - March 2012
The Mortgage Acquisition Corporation May 2009 - November 2009
Redwood Mortgage February 2008 - March 2009
Washington Mutual, Inc. June 2003 - December 2007
Berkshire Mortgage Finance June 2002 - June 2003
Bank of America June 1998 - July 2001
Skills
Real Estate Finance, Loans, Underwriting, Mortgage Lending, Mortgage, Credit, Investments, Portfolio Management, Asset Management, Real Estate Economics, Due Diligence, Commercial Mortgages, Finance, Banking, Referrals, Financial Analysis, Commercial Real Estate, Real Estate, Investment Properties, Financial Services
Education
University of California, Berkeley 1988 — 1989
Bach of Science, Business Administration
James Logan HS 1979 — 1983
High School, College Prep Courses, 3.87
Jane Z. Harrison Jane Z. Harrison's Berkshire Mortgage Finance Experience January 1993 - May 1999
Job Senior Banker at KeyBank
Industry Capital Markets
Experience
KeyBank July 2012 - Present
Creative Capital Partners, LLC March 2011 - July 2012
Grandbridge Real Estate Capital, LLC (formerly Collateral Real Estate Capital) December 2001 - February 2011
Arbor Commercial Mortgage September 1999 - November 2001
Berkshire Mortgage Finance January 1993 - May 1999
Steven D. Bell & Company September 1991 - December 1992
The Mitchell Company October 1980 - September 1991
Skills
Real Estate Investment, Real Estate Development, Team Building, Asset Based Lending, Commercial Lending, Lender, Credit Risk, Sales Management, Securitization, Fannie Mae, Freddie Mac, Mortgage Banking, Problem Solving, Business Strategy, Structured Finance, Investment Properties, Credit, Portfolio Management, Commercial Mortgages, Capital Markets, Disposition, Brokerage, Real Estate, Real Estate Economics, Real Estate Financing, Finance, Financial Modeling, Investments, Commercial Real Estate, Financial Structuring, Asset Management, Acquisitions, Due Diligence, Valuation, Mergers & Acquisitions
Education
University of South Alabama
KeyBank July 2012 - Present
Creative Capital Partners, LLC March 2011 - July 2012
Grandbridge Real Estate Capital, LLC (formerly Collateral Real Estate Capital) December 2001 - February 2011
Arbor Commercial Mortgage September 1999 - November 2001
Berkshire Mortgage Finance January 1993 - May 1999
Steven D. Bell & Company September 1991 - December 1992
The Mitchell Company October 1980 - September 1991
Skills
Real Estate Investment, Real Estate Development, Team Building, Asset Based Lending, Commercial Lending, Lender, Credit Risk, Sales Management, Securitization, Fannie Mae, Freddie Mac, Mortgage Banking, Problem Solving, Business Strategy, Structured Finance, Investment Properties, Credit, Portfolio Management, Commercial Mortgages, Capital Markets, Disposition, Brokerage, Real Estate, Real Estate Economics, Real Estate Financing, Finance, Financial Modeling, Investments, Commercial Real Estate, Financial Structuring, Asset Management, Acquisitions, Due Diligence, Valuation, Mergers & Acquisitions
Education
University of South Alabama
Paul Stern Paul Stern's Berkshire Mortgage Finance Experience June 2000 - February 2001
Job Managing Director at Guggenheim Partners
Industry Commercial Real Estate
Experience
Guggenheim Partners February 2012 - Present
Citadel Securities February 2011 - August 2011
Credit Suisse September 2004 - January 2011
Merrill Lynch February 2001 - August 2004
Berkshire Mortgage Finance June 2000 - February 2001
Deustche Bank June 1998 - August 1998
Skills
CMBS, Portfolio Management, Securitization, Loan Origination, Trading, Credit, Capital Markets, Fixed Income, Loans, Hedge Funds, Equities, Investment Banking, Options, Commercial Mortgages, Mortgage Lending, Commercial Real Estate, Real Estate, Asset Management, Real Estate Financing, Due Diligence, Underwriting, Structured Finance, Valuation, Real Estate Economics, Financial Structuring, Mezzanine, Series 7, Series 63, Investments, Private Equity
Education
University of Delaware 1996 — 2000
BBA, Finance
University of Delaware - Lerner College of Business and Economics
Guggenheim Partners February 2012 - Present
Citadel Securities February 2011 - August 2011
Credit Suisse September 2004 - January 2011
Merrill Lynch February 2001 - August 2004
Berkshire Mortgage Finance June 2000 - February 2001
Deustche Bank June 1998 - August 1998
Skills
CMBS, Portfolio Management, Securitization, Loan Origination, Trading, Credit, Capital Markets, Fixed Income, Loans, Hedge Funds, Equities, Investment Banking, Options, Commercial Mortgages, Mortgage Lending, Commercial Real Estate, Real Estate, Asset Management, Real Estate Financing, Due Diligence, Underwriting, Structured Finance, Valuation, Real Estate Economics, Financial Structuring, Mezzanine, Series 7, Series 63, Investments, Private Equity
Education
University of Delaware 1996 — 2000
BBA, Finance
University of Delaware - Lerner College of Business and Economics
JD Brakefield, CSM JD Brakefield, CSM's Berkshire Mortgage Finance Experience December 2000 - February 2002
Job Commercial Real Estate Management
Industry Commercial Real Estate
Experience
The Rappaport Companies June 2006 - Present
Century 21 - Piscioneri Realty, Inc. January 2003 - June 2006
PREIT May 2004 - May 2006
Elysian Partners, LLC February 2002 - February 2004
Berkshire Mortgage Finance December 2000 - February 2002
Skills
Tenant, Real Estate, Budgeting, Lease Administration, Leases, Facilities Management, Property Management, Retail, Microsoft Office, Landlord, Portfolio Management, Financial Reporting, Contract Negotiation, Shopping Centers, Construction Management, Capital Projects, Budgets, Team Building, Commercial Real Estate, Landlords, Construction, Due Diligence, Corporate Real Estate, Disposition, Negotiation, Location Intelligence, Property, Real Estate Economics, Commercial Leasing, Entitlements, Brokerage, Lease Negotiations, Real Estate Transactions, Investment Properties, Real Estate Development, Apartments, Tenant Retention, Leadership, Tenant Coordination, Tenant Representation, Asset Management, Yardi, Rentals, Real Estate Financing, Dispositions
Education
Clarion University of Pennsylvania 1996 — 2000
BS, Real Estate / Finance
The Rappaport Companies June 2006 - Present
Century 21 - Piscioneri Realty, Inc. January 2003 - June 2006
PREIT May 2004 - May 2006
Elysian Partners, LLC February 2002 - February 2004
Berkshire Mortgage Finance December 2000 - February 2002
Skills
Tenant, Real Estate, Budgeting, Lease Administration, Leases, Facilities Management, Property Management, Retail, Microsoft Office, Landlord, Portfolio Management, Financial Reporting, Contract Negotiation, Shopping Centers, Construction Management, Capital Projects, Budgets, Team Building, Commercial Real Estate, Landlords, Construction, Due Diligence, Corporate Real Estate, Disposition, Negotiation, Location Intelligence, Property, Real Estate Economics, Commercial Leasing, Entitlements, Brokerage, Lease Negotiations, Real Estate Transactions, Investment Properties, Real Estate Development, Apartments, Tenant Retention, Leadership, Tenant Coordination, Tenant Representation, Asset Management, Yardi, Rentals, Real Estate Financing, Dispositions
Education
Clarion University of Pennsylvania 1996 — 2000
BS, Real Estate / Finance
Ron Halpern Ron Halpern's Berkshire Mortgage Finance Experience January 1997 - August 2006
Job Consultant
Industry Financial Services
Experience
Massachusetts Housing Finance Agency October 2012 - Present
CBRE and CBRE, HMF October 2006 - April 2011
Deutsche Bank Berkshire Mortgage September 2004 - September 2006
Berkshire Mortgage Finance January 1997 - August 2006
Skills
Real Estate Financing, Affordable Housing, Underwriting, Commercial Real Estate, FHA financing, Ginnie Mae financing, Fannie Mae, Real Estate Development, Real Estate, Real Estate Economics, Financial Modeling, Disposition, Asset Management, Due Diligence, Real Estate Transactions, Valuation
Education
Brooklyn Law School 1964 — 1967
Doctor of Law (J.D.), Real Estate
Brooklyn College 1959 — 1963
Bachelor of Arts (B.A.), Political Science and Government
Massachusetts Housing Finance Agency October 2012 - Present
CBRE and CBRE, HMF October 2006 - April 2011
Deutsche Bank Berkshire Mortgage September 2004 - September 2006
Berkshire Mortgage Finance January 1997 - August 2006
Skills
Real Estate Financing, Affordable Housing, Underwriting, Commercial Real Estate, FHA financing, Ginnie Mae financing, Fannie Mae, Real Estate Development, Real Estate, Real Estate Economics, Financial Modeling, Disposition, Asset Management, Due Diligence, Real Estate Transactions, Valuation
Education
Brooklyn Law School 1964 — 1967
Doctor of Law (J.D.), Real Estate
Brooklyn College 1959 — 1963
Bachelor of Arts (B.A.), Political Science and Government
Denis G. Leger Denis G. Leger's Berkshire Mortgage Finance Experience June 1997 - October 2004
Job Loan Closing Specialist at Massachusetts Housing Partnership
Industry Commercial Real Estate
Experience
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
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
Andrea Riegsecker's Berkshire Mortgage Finance Experience June 1994 - June 1997
Job Executive Vice President at Aries Capital, LLC
Industry Commercial Real Estate
Experience
Aries Capital, LLC July 1997 - Present
Berkshire Mortgage Finance June 1994 - June 1997
Mesirow Financial March 1992 - May 1994
Kendall Mortgage 1985 - 1990
Skills
Loans, Due Diligence, Real Estate Transactions, Real Estate Financing, Finance, Credit Analysis, Mortgage Lending, Portfolio Management, Commercial Banking, Financial Analysis, Commercial Real Estate, Credit, Valuation, Real Estate, Investments, Commercial Lending, Financial Modeling, Banking, Underwriting, Financial Structuring, Investment Properties, Brokerage, Disposition, Real Estate Economics, Commercial Mortgages, Asset Management, FHA, Real Estate Development, Loan Origination, Corporate Real Estate, Leases, Acquisitions, Location Intelligence, Structured Finance, Funding, Private Equity
Education
Butler University 1980 — 1983
Bachelor of Arts, French Literature
IUPUI 1977 — 1980
Aries Capital, LLC July 1997 - Present
Berkshire Mortgage Finance June 1994 - June 1997
Mesirow Financial March 1992 - May 1994
Kendall Mortgage 1985 - 1990
Skills
Loans, Due Diligence, Real Estate Transactions, Real Estate Financing, Finance, Credit Analysis, Mortgage Lending, Portfolio Management, Commercial Banking, Financial Analysis, Commercial Real Estate, Credit, Valuation, Real Estate, Investments, Commercial Lending, Financial Modeling, Banking, Underwriting, Financial Structuring, Investment Properties, Brokerage, Disposition, Real Estate Economics, Commercial Mortgages, Asset Management, FHA, Real Estate Development, Loan Origination, Corporate Real Estate, Leases, Acquisitions, Location Intelligence, Structured Finance, Funding, Private Equity
Education
Butler University 1980 — 1983
Bachelor of Arts, French Literature
IUPUI 1977 — 1980
Jason Blomgren's Berkshire Mortgage Finance Experience January 2002 - January 2004
Job Healthcare Sales and NBD
Industry Hospital & Health Care
Experience
One Workplace August 2009 - Present
Performance Medical Group September 2005 - January 2010
Berkshire Mortgage Finance January 2002 - January 2004
TRI Recruiting May 1997 - January 2002
Skills
Strategic Planning, Medical Devices, Healthcare, Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Marketing Strategy, Microsoft Word, New Business Development, Sales, Account Management, Project Management, Negotiation, Outlook, Contract Negotiation, Business Development, Event Planning, Sales Management, Sales Process, Management, Budgets, Cross-functional Team..., Marketing, Salesforce.com, Selling, Sales Operations, Social Networking, Leadership, B2B, Cold Calling, Product Marketing, Product Development, Training, Key Account Management, Strategy, Product Management, Business Strategy, Product Launch, Sales Presentations, Direct Sales, Integration, Hospitals, Strategic Partnerships, Lead Generation, Recruiting
Education
Azusa Pacific University 1997 — 2002
BS, Business Administration
Dublin Valley Christian High School 1993 — 1997
GE, GE
SRVCA! 1984 — 1990
General
One Workplace August 2009 - Present
Performance Medical Group September 2005 - January 2010
Berkshire Mortgage Finance January 2002 - January 2004
TRI Recruiting May 1997 - January 2002
Skills
Strategic Planning, Medical Devices, Healthcare, Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Marketing Strategy, Microsoft Word, New Business Development, Sales, Account Management, Project Management, Negotiation, Outlook, Contract Negotiation, Business Development, Event Planning, Sales Management, Sales Process, Management, Budgets, Cross-functional Team..., Marketing, Salesforce.com, Selling, Sales Operations, Social Networking, Leadership, B2B, Cold Calling, Product Marketing, Product Development, Training, Key Account Management, Strategy, Product Management, Business Strategy, Product Launch, Sales Presentations, Direct Sales, Integration, Hospitals, Strategic Partnerships, Lead Generation, Recruiting
Education
Azusa Pacific University 1997 — 2002
BS, Business Administration
Dublin Valley Christian High School 1993 — 1997
GE, GE
SRVCA! 1984 — 1990
General
Scott Spelfogel Scott Spelfogel's Berkshire Mortgage Finance Experience 1988 - 2004
Job Managing Director and General Counsel at The Davis Companies
Industry Financial Services
Experience
The Davis Companies 2013 - Present
CW Financial Services LLC (parent of the CWCapital group) 2005 - 2012
Berkshire Property Advisors 1988 - 2005
Berkshire Mortgage Finance 1988 - 2004
Harborside Healthcare 1988 - 1998
Skills
General Corporate..., Enterprise Risk..., Sarbanes-Oxley, Human Resources, Employee Relations, Employment Law, Insurance, M&A execution, CMBS, Real Estate, Commercial Lending, Mortgage Lending, Senior Executive..., Corporate Governance, Deal Execution, Commercial Litigation, Healthcare, Leasing, Property Management, Investment Advisers Act, Special Servicing, Brokerage, Capital Markets, Corporate Law, Due Diligence, Commercial Real Estate, Acquisitions, Joint Ventures, Securities Regulation, Real Estate Financing, Structured Finance, Real Estate Economics, Securitization, Private Equity, Asset Management, IPO, Intellectual Property, Executive Management, Real Estate Transactions, Litigation, Securities, Securities Litigation, Financial Services, Disposition, Mergers & Acquisitions
Education
Boston University School of Law 1987 — 1990
LLM, Taxation
Syracuse University 1982 — 1985
JD
Boston University Questrom School of Business 1978 — 1982
BSBA, Marketing and Finance
The Davis Companies 2013 - Present
CW Financial Services LLC (parent of the CWCapital group) 2005 - 2012
Berkshire Property Advisors 1988 - 2005
Berkshire Mortgage Finance 1988 - 2004
Harborside Healthcare 1988 - 1998
Skills
General Corporate..., Enterprise Risk..., Sarbanes-Oxley, Human Resources, Employee Relations, Employment Law, Insurance, M&A execution, CMBS, Real Estate, Commercial Lending, Mortgage Lending, Senior Executive..., Corporate Governance, Deal Execution, Commercial Litigation, Healthcare, Leasing, Property Management, Investment Advisers Act, Special Servicing, Brokerage, Capital Markets, Corporate Law, Due Diligence, Commercial Real Estate, Acquisitions, Joint Ventures, Securities Regulation, Real Estate Financing, Structured Finance, Real Estate Economics, Securitization, Private Equity, Asset Management, IPO, Intellectual Property, Executive Management, Real Estate Transactions, Litigation, Securities, Securities Litigation, Financial Services, Disposition, Mergers & Acquisitions
Education
Boston University School of Law 1987 — 1990
LLM, Taxation
Syracuse University 1982 — 1985
JD
Boston University Questrom School of Business 1978 — 1982
BSBA, Marketing and Finance
David LeBlanc, CFA's Berkshire Mortgage Finance Experience 1993 - 2000
Job Managing Director at The Debt Exchange
Industry Financial Services
Experience
The Debt Exchange August 2000 - Present
Berkshire Mortgage Finance 1993 - 2000
Skills
Valuation, Asset Management, Asset Managment, Capital Markets, Commercial Real Estate, Investments, Finance, Mergers, Mergers, Real Estate
Education
University of Southern California
MA, Planning and Real Estate Development
Plymouth State University
BA, Urban Planning
Milford
The Debt Exchange August 2000 - Present
Berkshire Mortgage Finance 1993 - 2000
Skills
Valuation, Asset Management, Asset Managment, Capital Markets, Commercial Real Estate, Investments, Finance, Mergers, Mergers, Real Estate
Education
University of Southern California
MA, Planning and Real Estate Development
Plymouth State University
BA, Urban Planning
Milford
Amanda Kabak's Berkshire Mortgage Finance Experience 2000 - 2004
Job
Industry Information Technology and Services
Experience
OptiRTC, Inc. January 2015 - Present
Geosyntec Consultants April 2013 - December 2014
Kirkland & Ellis LLP March 2009 - March 2013
Arroweye Solutions July 2008 - December 2008
Bingham McCutchen December 2006 - July 2008
Flypaper Technologies LLC April 2004 - December 2006
Berkshire Mortgage Finance 2000 - 2004
Process Software 1999 - 2000
DukeSolutions 1996 - 1999
Skills
Software Development, Microsoft SQL Server, SQL, ASP.NET, SOA, Databases, Enterprise Architecture, C#, Project Management, Web Services, SDLC, JavaScript, HTML, Solution Architecture, XML, Analysis, ASP.NET MVC, Web Applications, Visio, Integration, Testing, Windows Azure, Redis
Education
Pacific University 2010 — 2012
Master of Fine Arts (MFA)
Boston University 1992 — 1996
BA
Illinois Mathematics and Science Academy 1989 — 1992
High School
OptiRTC, Inc. January 2015 - Present
Geosyntec Consultants April 2013 - December 2014
Kirkland & Ellis LLP March 2009 - March 2013
Arroweye Solutions July 2008 - December 2008
Bingham McCutchen December 2006 - July 2008
Flypaper Technologies LLC April 2004 - December 2006
Berkshire Mortgage Finance 2000 - 2004
Process Software 1999 - 2000
DukeSolutions 1996 - 1999
Skills
Software Development, Microsoft SQL Server, SQL, ASP.NET, SOA, Databases, Enterprise Architecture, C#, Project Management, Web Services, SDLC, JavaScript, HTML, Solution Architecture, XML, Analysis, ASP.NET MVC, Web Applications, Visio, Integration, Testing, Windows Azure, Redis
Education
Pacific University 2010 — 2012
Master of Fine Arts (MFA)
Boston University 1992 — 1996
BA
Illinois Mathematics and Science Academy 1989 — 1992
High School
Jenna Bryant's Berkshire Mortgage Finance Experience 1998 - 2000
Job Program Manager at MDC
Industry Government Administration
Experience
MDC October 2011 - Present
RTS, Inc. March 2008 - October 2011
NC Dept. of Commerce September 2002 - March 2008
Employment Security Commission of North Carolina March 2006 - September 2006
Employment Security Commission of North Carolina January 2005 - March 2006
American Geophysical Union November 2000 - August 2002
Berkshire Mortgage Finance 1998 - 2000
Skills
Data Analysis, Research, Economic Development, Policy Analysis, Public Policy, Program Management, Budgets, Training, Government, Program Development, Policy, Strategy, Business Development, Grant Writing, Program Evaluation, Publications, Community Development, Strategic Planning, Nonprofits, Public Speaking
Education
North Carolina State University 2002 — 2005
Masters, Applied Economics
Howard University 1993 — 1997
B.B.A, International Business/Finance
MDC October 2011 - Present
RTS, Inc. March 2008 - October 2011
NC Dept. of Commerce September 2002 - March 2008
Employment Security Commission of North Carolina March 2006 - September 2006
Employment Security Commission of North Carolina January 2005 - March 2006
American Geophysical Union November 2000 - August 2002
Berkshire Mortgage Finance 1998 - 2000
Skills
Data Analysis, Research, Economic Development, Policy Analysis, Public Policy, Program Management, Budgets, Training, Government, Program Development, Policy, Strategy, Business Development, Grant Writing, Program Evaluation, Publications, Community Development, Strategic Planning, Nonprofits, Public Speaking
Education
North Carolina State University 2002 — 2005
Masters, Applied Economics
Howard University 1993 — 1997
B.B.A, International Business/Finance
Ann Atkinson's Berkshire Mortgage Finance Experience 2000 - 2002
Job Director at Fannie Mae
Industry Commercial Real Estate
Experience
Fannie Mae August 2002 - Present
Berkshire Mortgage Finance 2000 - 2002
American National Bank & Trust Company 1995 - 1998
Skills
Mortgage Lending, Asset Management, Loans, Real Estate Economics, Valuation, Underwriting, Portfolio Management, Loan Origination, Commercial Mortgages, Real Estate Financing, Commercial Real Estate, Investment Properties
Education
Northern Illinois University 1991 — 1995
BS, Finance
Fannie Mae August 2002 - Present
Berkshire Mortgage Finance 2000 - 2002
American National Bank & Trust Company 1995 - 1998
Skills
Mortgage Lending, Asset Management, Loans, Real Estate Economics, Valuation, Underwriting, Portfolio Management, Loan Origination, Commercial Mortgages, Real Estate Financing, Commercial Real Estate, Investment Properties
Education
Northern Illinois University 1991 — 1995
BS, Finance
Greg Meyers's Berkshire Mortgage Finance Experience November 2001 - November 2002
Job Director at Sage Capital Advisors, LLC
Industry Real Estate
Experience
Sage Capital Advisors, LLC October 2014 - Present
CW Capital Investments, LLC May 2013 - October 2014
Freddie Mac September 2009 - May 2013
Moody's Investor Service September 2005 - May 2008
Goldman Sachs January 2005 - September 2005
Freddie Mac November 2002 - December 2004
Berkshire Mortgage Finance November 2001 - November 2002
Skills
Financial Modeling, Asset Management, Portfolio Management, Credit Analysis, Real Estate Economics, Credit Risk, Finance, Loans
Education
New York University 2007 — 2009
Masters, Real Estate Finance
Washington and Lee University 1996 — 2000
BA, Economics
Sage Capital Advisors, LLC October 2014 - Present
CW Capital Investments, LLC May 2013 - October 2014
Freddie Mac September 2009 - May 2013
Moody's Investor Service September 2005 - May 2008
Goldman Sachs January 2005 - September 2005
Freddie Mac November 2002 - December 2004
Berkshire Mortgage Finance November 2001 - November 2002
Skills
Financial Modeling, Asset Management, Portfolio Management, Credit Analysis, Real Estate Economics, Credit Risk, Finance, Loans
Education
New York University 2007 — 2009
Masters, Real Estate Finance
Washington and Lee University 1996 — 2000
BA, Economics
Ray Lamoureux's Berkshire Mortgage Finance Experience 2001 - 2003
Job Vice President at Union Bank
Industry Commercial Real Estate
Experience
Union Bank 2009 - Present
Atlas Venture Partners, Inc. 2006 - 2009
Evergreen Realty Group 2005 - 2006
TriMont Real Estate Advisors 2003 - 2005
Berkshire Mortgage Finance 2001 - 2003
Skills
Due Diligence, Asset Managment, Real Estate, Investment Properties, Commercial Real Estate, Investments, Asset Management, Real Estate Economics, Valuation, Underwriting, Disposition, Finance, Loans, Portfolio Management, Financial Modeling, Commercial Lending
Education
Chapman University, The George L. Argyros School of Business and Economics 1996 — 2001
Bachelor of Science, Business Administration
University of Pittsburgh 1999 — 1999
University of California, Irvine
Extension
Union Bank 2009 - Present
Atlas Venture Partners, Inc. 2006 - 2009
Evergreen Realty Group 2005 - 2006
TriMont Real Estate Advisors 2003 - 2005
Berkshire Mortgage Finance 2001 - 2003
Skills
Due Diligence, Asset Managment, Real Estate, Investment Properties, Commercial Real Estate, Investments, Asset Management, Real Estate Economics, Valuation, Underwriting, Disposition, Finance, Loans, Portfolio Management, Financial Modeling, Commercial Lending
Education
Chapman University, The George L. Argyros School of Business and Economics 1996 — 2001
Bachelor of Science, Business Administration
University of Pittsburgh 1999 — 1999
University of California, Irvine
Extension
Erin Robbins's Berkshire Mortgage Finance Experience 2002 - 2004
Job Assistant Vice President at Berkeley Point Capital LLC
Industry Real Estate
Experience
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 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
Greg Forester's Berkshire Mortgage Finance Experience March 1990 - June 1993
Job Commercial Leader & Managing Director Hospitality
Industry Real Estate
Experience
GE Capital Real Estate December 2009 - Present
GE Capital Real Estate January 2003 - December 2009
GE Capital Real Estate January 1998 - January 2003
Continental Wingate (CW Capital) June 1993 - January 1998
Berkshire Mortgage Finance March 1990 - June 1993
FD Rich Company July 1987 - January 1990
Skills
Hospitality, Commercial Real Estate, Asset Management, Real Estate Development, Real Estate Economics, Disposition, Valuation, Investment Properties, Investments, Due Diligence, Financial Modeling, Private Equity, Real Estate Financing, Property Management, Real Estate Transactions, Mergers & Acquisitions, Financial Analysis, Financial Structuring, Real Estate, Acquisitions, Structured Finance, CMBS
Education
Northeastern University 1982 — 1987
Bachelor's Degree, Finance & Real Estate
GE Capital Real Estate December 2009 - Present
GE Capital Real Estate January 2003 - December 2009
GE Capital Real Estate January 1998 - January 2003
Continental Wingate (CW Capital) June 1993 - January 1998
Berkshire Mortgage Finance March 1990 - June 1993
FD Rich Company July 1987 - January 1990
Skills
Hospitality, Commercial Real Estate, Asset Management, Real Estate Development, Real Estate Economics, Disposition, Valuation, Investment Properties, Investments, Due Diligence, Financial Modeling, Private Equity, Real Estate Financing, Property Management, Real Estate Transactions, Mergers & Acquisitions, Financial Analysis, Financial Structuring, Real Estate, Acquisitions, Structured Finance, CMBS
Education
Northeastern University 1982 — 1987
Bachelor's Degree, Finance & Real Estate
Adam Wainwright's Berkshire Mortgage Finance Experience March 2004 - October 2004
Job IT Manager at F. H. Peterson Machine
Industry Information Technology and Services
Experience
F.H. Peterson Machine Corp. October 2012 - Present
Family Service of Rhode Island November 2009 - October 2012
NetCenergy August 2009 - November 2009
Freelance April 2008 - August 2009
Pinnacle Partners September 2005 - March 2008
Deutsche Bank October 2004 - August 2005
Berkshire Mortgage Finance March 2004 - October 2004
SleepMed Incorporated July 2000 - February 2004
Century Electronics Manufacturing Inc August 1998 - July 2000
Micrex Corporation January 1998 - July 1998
Skills
Microsoft Office, VPN, Computer Hardware, Terminal Server, Microsoft Operating..., Symantec Antivirus, XP, Servers, Software Installation, Printers, Windows, Antivirus, Windows Server, HP, DHCP, Firewalls, Network Administration, Desktop Support, Windows Server 2003, Troubleshooting, Hardware, Blackberry, System Administration, Windows 7, TCP/IP, Active Directory, Operating Systems, Networking, Microsoft Exchange, Windows XP, Wireless Networking, Help Desk Support, Software Documentation, VMware, Microsoft Technologies, Information Technology
Education
NetSmart 2011 — 2011
Certificate
NetSmart 2011 — 2011
Certificate
Microsoft 2004 — 2004
Certificate
Microsoft 2004 — 2004
Certificate
IntraSystems 2003 — 2003
Certificate
IntraSystems 2003 — 2003
Certificate
Microsoft 2001 — 2001
Certificate
Microsoft 2000 — 2000
Certificate
Boston University 1999 — 2000
Certificate
Try-County RVTHS 1990 — 1994
Diploma
F.H. Peterson Machine Corp. October 2012 - Present
Family Service of Rhode Island November 2009 - October 2012
NetCenergy August 2009 - November 2009
Freelance April 2008 - August 2009
Pinnacle Partners September 2005 - March 2008
Deutsche Bank October 2004 - August 2005
Berkshire Mortgage Finance March 2004 - October 2004
SleepMed Incorporated July 2000 - February 2004
Century Electronics Manufacturing Inc August 1998 - July 2000
Micrex Corporation January 1998 - July 1998
Skills
Microsoft Office, VPN, Computer Hardware, Terminal Server, Microsoft Operating..., Symantec Antivirus, XP, Servers, Software Installation, Printers, Windows, Antivirus, Windows Server, HP, DHCP, Firewalls, Network Administration, Desktop Support, Windows Server 2003, Troubleshooting, Hardware, Blackberry, System Administration, Windows 7, TCP/IP, Active Directory, Operating Systems, Networking, Microsoft Exchange, Windows XP, Wireless Networking, Help Desk Support, Software Documentation, VMware, Microsoft Technologies, Information Technology
Education
NetSmart 2011 — 2011
Certificate
NetSmart 2011 — 2011
Certificate
Microsoft 2004 — 2004
Certificate
Microsoft 2004 — 2004
Certificate
IntraSystems 2003 — 2003
Certificate
IntraSystems 2003 — 2003
Certificate
Microsoft 2001 — 2001
Certificate
Microsoft 2000 — 2000
Certificate
Boston University 1999 — 2000
Certificate
Try-County RVTHS 1990 — 1994
Diploma
Rush Lincoln's Berkshire Mortgage Finance Experience 1997 - 2000
Job Vice President
Industry Real Estate
Experience
Boston Financial Investment Management 2000 - 2014
Berkshire Mortgage Finance 1997 - 2000
Carr Capital Corporation 1994 - 1997
EnviroBusiness, Inc. 1991 - 1993
Fleet Bank 1988 - 1991
Texaco, Inc 1981 - 1988
Skills
Affordable Housing, Due Diligence, Real Estate Development, Real Estate, Risk Management, Portfolio Management, Commercial Mortgages, Project Management, Disposition, Real Estate Economics, Asset Management, Valuation, Underwriting, Apartments
Education
Northeastern University 2008 — 2010
Graduate, Construction Management
University of Colorado Denver 1985 — 1988
MBA, Finance
Duke University 1979 — 1981
MS, Geology
Colgate University 1975 — 1979
Boston Financial Investment Management 2000 - 2014
Berkshire Mortgage Finance 1997 - 2000
Carr Capital Corporation 1994 - 1997
EnviroBusiness, Inc. 1991 - 1993
Fleet Bank 1988 - 1991
Texaco, Inc 1981 - 1988
Skills
Affordable Housing, Due Diligence, Real Estate Development, Real Estate, Risk Management, Portfolio Management, Commercial Mortgages, Project Management, Disposition, Real Estate Economics, Asset Management, Valuation, Underwriting, Apartments
Education
Northeastern University 2008 — 2010
Graduate, Construction Management
University of Colorado Denver 1985 — 1988
MBA, Finance
Duke University 1979 — 1981
MS, Geology
Colgate University 1975 — 1979
Doug Kurras's Berkshire Mortgage Finance Experience July 1997 - August 1998
Job VP, Equity Acquisitions Medical Office Buildings Health Care Property Investors (HCP)
Industry Real Estate
Experience
Health Care Property Investors February 2014 - Present
GE Capital January 2009 - January 2014
GE Capital - Real Estate 2003 - January 2009
GE Real Estate August 1998 - June 2003
Berkshire Mortgage Finance July 1997 - August 1998
GE Real Estate September 1991 - July 1997
Security Capital Credit Corp June 1988 - August 1991
Skills
Portfolio Management, Asset Managment, Due Diligence, CMBS, Private Equity, Debt, Financial Modeling, JV Equity Origination &..., Agency Debt, Medical Office, Industrial Development, Institutional Equity..., Structured Debt..., Financial Structuring, Equities, YieldStar Revenue..., CCIM, Structured Finance, Valuation
Education
The University of Connecticut 1980 — 1985
Bachelor of Science (B.S.), Finance
St Thomas Acquinas 1976 — 1980
HS
Health Care Property Investors February 2014 - Present
GE Capital January 2009 - January 2014
GE Capital - Real Estate 2003 - January 2009
GE Real Estate August 1998 - June 2003
Berkshire Mortgage Finance July 1997 - August 1998
GE Real Estate September 1991 - July 1997
Security Capital Credit Corp June 1988 - August 1991
Skills
Portfolio Management, Asset Managment, Due Diligence, CMBS, Private Equity, Debt, Financial Modeling, JV Equity Origination &..., Agency Debt, Medical Office, Industrial Development, Institutional Equity..., Structured Debt..., Financial Structuring, Equities, YieldStar Revenue..., CCIM, Structured Finance, Valuation
Education
The University of Connecticut 1980 — 1985
Bachelor of Science (B.S.), Finance
St Thomas Acquinas 1976 — 1980
HS
Dana Gorbea-Leon's Berkshire Mortgage Finance Experience 2006 - 2007
Job Executive Assistant / Office Administrator at One Degree Communications
Industry Marketing and Advertising
Experience
One Degree Communications March 2008 - Present
La Agencia de Orci 2004 - 2009
Berkshire Mortgage Finance 2006 - 2007
Skills
Microsoft Office 2007, 60 wpm/PC, Expense Reports, Business Communications, Business Strategy, Travel Arrangements, Critical Analysis, Calendering, Interpersonal Relations, Spanish, Grant Writing, Heavy Calendaring, Training, Critical Thinking, Proposal Writing, Social Media, Management, Marketing Strategy, New Business Development, PowerPoint, Multicultural Marketing, Social Media Marketing, Social Networking, Strategic Planning, Marketing Communications, Market Research, Marketing, Advertising, Budgets, Direct Marketing, Public Relations, Media Planning, Digital Strategy, Interactive Marketing, Integrated Marketing, Online Advertising, Lead Generation, Sales, Online Marketing, Time Management, Relationship Marketing, Creative Direction, Outdoor Advertising, Media Buying
Education
East Los Angeles College 1971 — 1973
Business Administration and Management, General
One Degree Communications March 2008 - Present
La Agencia de Orci 2004 - 2009
Berkshire Mortgage Finance 2006 - 2007
Skills
Microsoft Office 2007, 60 wpm/PC, Expense Reports, Business Communications, Business Strategy, Travel Arrangements, Critical Analysis, Calendering, Interpersonal Relations, Spanish, Grant Writing, Heavy Calendaring, Training, Critical Thinking, Proposal Writing, Social Media, Management, Marketing Strategy, New Business Development, PowerPoint, Multicultural Marketing, Social Media Marketing, Social Networking, Strategic Planning, Marketing Communications, Market Research, Marketing, Advertising, Budgets, Direct Marketing, Public Relations, Media Planning, Digital Strategy, Interactive Marketing, Integrated Marketing, Online Advertising, Lead Generation, Sales, Online Marketing, Time Management, Relationship Marketing, Creative Direction, Outdoor Advertising, Media Buying
Education
East Los Angeles College 1971 — 1973
Business Administration and Management, General
Deke Schultze's Berkshire Mortgage Finance Experience 1997 - 1998
Job Director New England at Rubenstein Partners
Industry Real Estate
Experience
Rubenstein Partners September 2008 - Present
ING Clarion 2005 - August 2008
ING Clarion 2001 - 2005
ING Clarion Partners 1998 - 2001
Berkshire Mortgage Finance 1997 - 1998
Hicks Management Group 1995 - 1996
Education
Rice University - Jesse H. Jones Graduate School of Management 1992 — 1994
MBA
Dartmouth College 1988 — 1992
AB
Rubenstein Partners September 2008 - Present
ING Clarion 2005 - August 2008
ING Clarion 2001 - 2005
ING Clarion Partners 1998 - 2001
Berkshire Mortgage Finance 1997 - 1998
Hicks Management Group 1995 - 1996
Education
Rice University - Jesse H. Jones Graduate School of Management 1992 — 1994
MBA
Dartmouth College 1988 — 1992
AB
Stephen Larco's Berkshire Mortgage Finance Experience 1999 - 2000
Job Enterprise Solutions Consultant at Ceridian
Industry Information Technology and Services
Experience
Ceridian November 2012 - Present
Ceridian March 2012 - December 2012
alfabet AG October 2011 - March 2012
Kronos November 2002 - October 2011
Intel Corporation November 1999 - November 2002
Berkshire Mortgage Finance 1999 - 2000
Skills
Pre-sales, Account Management, Workforce Management, Salesforce.com, Solution Selling, Lead Generation, SaaS, CRM, Software Implementation, New Business Development, Enterprise Software, Sales Process, B2B, Professional Services, Sales Management, Team Leadership, Consulting, Sales Operations, Selling, Integration, Management, Outsourcing, Vendor Management, Sales, Cloud Computing, Sales Presentations, Business Development, Business Intelligence, Software Industry, Business Analysis, Leadership
Education
Northeastern University 1996 — 2001
Ceridian November 2012 - Present
Ceridian March 2012 - December 2012
alfabet AG October 2011 - March 2012
Kronos November 2002 - October 2011
Intel Corporation November 1999 - November 2002
Berkshire Mortgage Finance 1999 - 2000
Skills
Pre-sales, Account Management, Workforce Management, Salesforce.com, Solution Selling, Lead Generation, SaaS, CRM, Software Implementation, New Business Development, Enterprise Software, Sales Process, B2B, Professional Services, Sales Management, Team Leadership, Consulting, Sales Operations, Selling, Integration, Management, Outsourcing, Vendor Management, Sales, Cloud Computing, Sales Presentations, Business Development, Business Intelligence, Software Industry, Business Analysis, Leadership
Education
Northeastern University 1996 — 2001
Byron Porter's Berkshire Mortgage Finance Experience 2001 - 2002
Job asset management at Michel Associates
Industry Real Estate
Experience
Michel Associates 2006 - Present
Michel Associates, Ltd. 1998 - 2006
Berkshire Mortgage Finance 2001 - 2002
Boston Capital 1997 - 1998
MHFA 1992 - 1996
Education
Bentley University 1986 — 1990
Accounting
Michel Associates 2006 - Present
Michel Associates, Ltd. 1998 - 2006
Berkshire Mortgage Finance 2001 - 2002
Boston Capital 1997 - 1998
MHFA 1992 - 1996
Education
Bentley University 1986 — 1990
Accounting
James Hartzog's Berkshire Mortgage Finance Experience February 1996 - May 1998
Job Finance Industry Product Manager
Industry Banking
Experience
D + H 2007 - Present
Commercial Real Estate Capital September 2005 - December 2006
Bankers Mutual January 2005 - August 2005
Great Northern Mortgage April 2004 - December 2004
MidAmerica Bank July 2002 - February 2004
Washington Mutual July 2001 - July 2002
Washington Mutual September 2000 - July 2001
Washington Mutual July 1999 - September 2000
Parallel Commercial Capital June 1998 - July 1999
Berkshire Mortgage Finance February 1996 - May 1998
Skills
Business Requirements, Business Analysis, Pricing, Training, Project Management, Product Management, Public Speaking, Risk Management, Credit Risk, Credit Analysis, Commercial Real Estate, Commercial Real Estate..., Underwriting, Commercial Mortgages, Loan Origination, Relationship Management, Portfolio Management, Commercial Lending, Financial Risk, Credit, Loans, Banking, Mortgage Lending, Finance
Education
University of Southern California 1991 — 1993
Master's degree, Urban Planning
University of Puget Sound 1984 — 1988
Bachelor of Applied Science (BASc), Physics
D + H 2007 - Present
Commercial Real Estate Capital September 2005 - December 2006
Bankers Mutual January 2005 - August 2005
Great Northern Mortgage April 2004 - December 2004
MidAmerica Bank July 2002 - February 2004
Washington Mutual July 2001 - July 2002
Washington Mutual September 2000 - July 2001
Washington Mutual July 1999 - September 2000
Parallel Commercial Capital June 1998 - July 1999
Berkshire Mortgage Finance February 1996 - May 1998
Skills
Business Requirements, Business Analysis, Pricing, Training, Project Management, Product Management, Public Speaking, Risk Management, Credit Risk, Credit Analysis, Commercial Real Estate, Commercial Real Estate..., Underwriting, Commercial Mortgages, Loan Origination, Relationship Management, Portfolio Management, Commercial Lending, Financial Risk, Credit, Loans, Banking, Mortgage Lending, Finance
Education
University of Southern California 1991 — 1993
Master's degree, Urban Planning
University of Puget Sound 1984 — 1988
Bachelor of Applied Science (BASc), Physics
Chris Bayer's Berkshire Mortgage Finance Experience July 1999 - March 2000
Job Assistant Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Bank March 2000 - Present
Berkshire Mortgage Finance July 1999 - March 2000
Skills
Financial Modeling, Financial Analysis, Loans, Fixed Income, Mortgage Lending, Portfolio Management, Process Improvement, Banking, Risk Management, Financial Services, Management, Securities, Capital Markets, Credit, Investments, Finance, Analytics
Education
Loyola University Maryland 2003 — 2006
MS, Finance
Towson University 1995 — 2000
BS, Finance
Wells Fargo Bank March 2000 - Present
Berkshire Mortgage Finance July 1999 - March 2000
Skills
Financial Modeling, Financial Analysis, Loans, Fixed Income, Mortgage Lending, Portfolio Management, Process Improvement, Banking, Risk Management, Financial Services, Management, Securities, Capital Markets, Credit, Investments, Finance, Analytics
Education
Loyola University Maryland 2003 — 2006
MS, Finance
Towson University 1995 — 2000
BS, Finance
Bill Hermenau's Berkshire Mortgage Finance Experience February 1997 - June 2000
Job Sr. Asset Manager at Michel Associates, Ltd.
Industry Education Management
Experience
Michel Associates, Ltd. September 2010 - Present
WinterWyman Financial Contracting April 2010 - June 2010
MMA Financial June 2000 - January 2009
Berkshire Mortgage Finance February 1997 - June 2000
American Water June 1994 - February 1997
Skills
Asset Management, Investments, Real Estate Economics, Finance, Financial Modeling, Financial Analysis, Real Estate, Valuation, Affordable Housing, Financial Risk, Due Diligence, Mutual Funds, Financial Statements, Market Analysis, Asset Managment, Strategic Planning, Portfolio Management, Forecasting
Education
Suffolk University - Sawyer Business School 1993 — 1994
MS, Finance
Bridgewater State University 1983 — 1988
BS, Management Science-Accounting Concentration-Ecomomics Minor
Michel Associates, Ltd. September 2010 - Present
WinterWyman Financial Contracting April 2010 - June 2010
MMA Financial June 2000 - January 2009
Berkshire Mortgage Finance February 1997 - June 2000
American Water June 1994 - February 1997
Skills
Asset Management, Investments, Real Estate Economics, Finance, Financial Modeling, Financial Analysis, Real Estate, Valuation, Affordable Housing, Financial Risk, Due Diligence, Mutual Funds, Financial Statements, Market Analysis, Asset Managment, Strategic Planning, Portfolio Management, Forecasting
Education
Suffolk University - Sawyer Business School 1993 — 1994
MS, Finance
Bridgewater State University 1983 — 1988
BS, Management Science-Accounting Concentration-Ecomomics Minor
Greg Colwell's Berkshire Mortgage Finance Experience 2003 - 2004
Job Director at Berkeley Point Capital LLC
Industry Real Estate
Experience
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 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
Elizabeth Hagen's Berkshire Mortgage Finance Experience 1994 - 2005
Job Contract Closing Officer at Berkeley Point Capital LLC
Industry Banking
Experience
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 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
Bernadette Fernandes's Berkshire Mortgage Finance Experience 1997 - 2001
Job Cash Manager at Harvard Vanguard
Industry Real Estate
Experience
Harvard Vanguard Medical Associates December 2011 - Present
The Community Builders, Inc. December 2005 - December 2011
Berkshire Mortgage Finance 1997 - 2001
Skills
Financial Reporting, Cash Management
Education
University of Massachusetts Boston
Accounting and Management
Harvard Vanguard Medical Associates December 2011 - Present
The Community Builders, Inc. December 2005 - December 2011
Berkshire Mortgage Finance 1997 - 2001
Skills
Financial Reporting, Cash Management
Education
University of Massachusetts Boston
Accounting and Management
Joanne Leary's Berkshire Mortgage Finance Experience 1992 - 1995
Job Portfolio Manager at Cornerstone Real Estate Advisers LLC
Industry Real Estate
Experience
Cornerstone Real Estate Advisers LLC 1999 - 2014
Leader Realty Advisers, Inc. 1996 - 1999
Berkshire Mortgage Finance 1992 - 1995
The Boston Company Real Estate Counsel 1986 - 1991
JMB Realty Corporation 1980 - 1986
Barton Aschman Associates 1979 - 1980
Gladstone Associates. Washington DC 1975 - 1979
Education
University of Vienna 1968 — 1969
Institute of European Studies Vienna
Trinity University-Washington
BA, Spanish
University of Maryland College Park
MA, Economics
Cornerstone Real Estate Advisers LLC 1999 - 2014
Leader Realty Advisers, Inc. 1996 - 1999
Berkshire Mortgage Finance 1992 - 1995
The Boston Company Real Estate Counsel 1986 - 1991
JMB Realty Corporation 1980 - 1986
Barton Aschman Associates 1979 - 1980
Gladstone Associates. Washington DC 1975 - 1979
Education
University of Vienna 1968 — 1969
Institute of European Studies Vienna
Trinity University-Washington
BA, Spanish
University of Maryland College Park
MA, Economics
John Bacsik's Berkshire Mortgage Finance Experience May 1998 - March 1999
Job Commercial Mortgage Broker
Industry Real Estate
Experience
Cooper-Horowitz, Inc. November 1999 - Present
Cooper-Horowitz, Inc. November 1999 - Present
Berkshire Mortgage Finance May 1998 - March 1999
Omni Funding Corporation June 1987 - April 1998
City Federal Savings Bank June 1986 - June 1987
Johnson & Johnson's Ethicon, Inc. June 1983 - June 1984
Skills
Real Estate, Commercial Real Estate, Portfolio Management, Financial Analysis, Loans, Real Estate Transactions, Asset Management, Financial Structuring, Underwriting, Mergers & Acquisitions, Investment Properties, Mortgage Lending, Investors, Loan Origination, Negotiation, Selling
Education
Rutgers, The State University of New Jersey-Newark 1984 — 1985
MBA, Finance & Real Estate
Rutgers University-New Brunswick 1977 — 1982
BS, Marketing
Cooper-Horowitz, Inc. November 1999 - Present
Cooper-Horowitz, Inc. November 1999 - Present
Berkshire Mortgage Finance May 1998 - March 1999
Omni Funding Corporation June 1987 - April 1998
City Federal Savings Bank June 1986 - June 1987
Johnson & Johnson's Ethicon, Inc. June 1983 - June 1984
Skills
Real Estate, Commercial Real Estate, Portfolio Management, Financial Analysis, Loans, Real Estate Transactions, Asset Management, Financial Structuring, Underwriting, Mergers & Acquisitions, Investment Properties, Mortgage Lending, Investors, Loan Origination, Negotiation, Selling
Education
Rutgers, The State University of New Jersey-Newark 1984 — 1985
MBA, Finance & Real Estate
Rutgers University-New Brunswick 1977 — 1982
BS, Marketing
Jo Ann Carter's Berkshire Mortgage Finance Experience February 2002 - December 2004
Job Credit Risk Manager
Industry Financial Services
Experience
Fannie Mae December 2010 - Present
Berkshire Property Advisors February 2007 - November 2010
Berkshire Mortgage Finance February 2002 - December 2004
Capri Capital February 1990 - February 2002
Education
San Diego State University-California State University
Fannie Mae December 2010 - Present
Berkshire Property Advisors February 2007 - November 2010
Berkshire Mortgage Finance February 2002 - December 2004
Capri Capital February 1990 - February 2002
Education
San Diego State University-California State University
Bill Corvene's Berkshire Mortgage Finance Experience January 1998 - December 2004
Job Business Development Manager at Compass Rose Private Investment Management
Industry Financial Services
Experience
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
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
Steve Hable's Berkshire Mortgage Finance Experience 2001 - 2003
Job Banking Professional
Industry Banking
Experience
USE Credit Union 2003 - 2009
Wells Fargo Bank 2001 - 2003
Berkshire Mortgage Finance 2001 - 2003
Wells Fargo Home Mortgage 1974 - 1985
Education
Regis University 1980 — 1981
MBA
University of Minnesota Law School 1971 — 1972
Minnesota State University, Mankato 1967 — 1971
BA, Political Science
USE Credit Union 2003 - 2009
Wells Fargo Bank 2001 - 2003
Berkshire Mortgage Finance 2001 - 2003
Wells Fargo Home Mortgage 1974 - 1985
Education
Regis University 1980 — 1981
MBA
University of Minnesota Law School 1971 — 1972
Minnesota State University, Mankato 1967 — 1971
BA, Political Science
Gretchen Fulham's Berkshire Mortgage Finance Experience March 1996 - April 2000
Job MIT Federal Credit Union
Industry Banking
Experience
MIT Federal Credit Union July 2014 - Present
Belmont Savings Bank March 2011 - Present
CWCapital, LLC August 2006 - January 2011
Deutsche Bank Berkshire Mortgage May 2000 - July 2006
Berkshire Mortgage Finance March 1996 - April 2000
the Mortgage Company and Head of Fannie Mae March 1995 - February 1996
Bank of New England and Fleet Bank October 1987 - March 1995
Skills
Accounting, Asset Management, Financial Analysis, Loans, Mortgage Lending, Commercial Real Estate, Portfolio Management, Refinance
Education
Katharine Gibbs School
Mt. St. Mary College, Hooksett NH 1973 — 1977
BA, Nutrition
MIT Federal Credit Union July 2014 - Present
Belmont Savings Bank March 2011 - Present
CWCapital, LLC August 2006 - January 2011
Deutsche Bank Berkshire Mortgage May 2000 - July 2006
Berkshire Mortgage Finance March 1996 - April 2000
the Mortgage Company and Head of Fannie Mae March 1995 - February 1996
Bank of New England and Fleet Bank October 1987 - March 1995
Skills
Accounting, Asset Management, Financial Analysis, Loans, Mortgage Lending, Commercial Real Estate, Portfolio Management, Refinance
Education
Katharine Gibbs School
Mt. St. Mary College, Hooksett NH 1973 — 1977
BA, Nutrition
Nancy Polley's Berkshire Mortgage Finance Experience 2001 - 2002
Job Asset Manager / Commercial Real Estate
Industry Financial Services
Experience
Berkshire Mortgage Finance 2001 - 2002
Continental Wingate Capital 1999 - 2001
CareMatrix Corporation 1998 - 1999
Town of Winchester January 1995 - October 1998
The Boston Company October 1993 - January 1995
General Cinema Corporation October 1990 - October 1993
Glass International May 1988 - October 1990
Skills
Financial Analysis, Finance, Real Estate, Budgets, Access, Microsoft Excel, Outlook, Data Analysis, PowerPoint, Process Improvement, Microsoft Office, Customer Service, Microsoft Word, Teaching, Mortgage Underwriting, Asset Managment, Negotiation, Coaching, Training, Financial Reporting
Education
Bentley College
MBA, Finance, Business
Boston University
Underwriting the Commercial Mortgage, 4.0
University of Massachusetts at Lowell
Bachelors, Accounting, Business
Berkshire Mortgage Finance 2001 - 2002
Continental Wingate Capital 1999 - 2001
CareMatrix Corporation 1998 - 1999
Town of Winchester January 1995 - October 1998
The Boston Company October 1993 - January 1995
General Cinema Corporation October 1990 - October 1993
Glass International May 1988 - October 1990
Skills
Financial Analysis, Finance, Real Estate, Budgets, Access, Microsoft Excel, Outlook, Data Analysis, PowerPoint, Process Improvement, Microsoft Office, Customer Service, Microsoft Word, Teaching, Mortgage Underwriting, Asset Managment, Negotiation, Coaching, Training, Financial Reporting
Education
Bentley College
MBA, Finance, Business
Boston University
Underwriting the Commercial Mortgage, 4.0
University of Massachusetts at Lowell
Bachelors, Accounting, Business
Radiah Carson's Berkshire Mortgage Finance Experience November 1996 - August 2000
Job Revenue Agent at U.S. Department of the Treasury
Industry Government Administration
Experience
U.S. Department of the Treasury April 2009 - Present
SHABACH! Ministries Inc. February 2004 - March 2009
Berkshire Mortgage Finance November 1996 - August 2000
Skills
Tax Law, Auditing, Small Business Tax, Partnership Taxation, Small Corporation Tax, 10 Key Touch, Customer Service, Written & Verbal..., Journal Entries, Bank Reconciliation, Financial Statements, Financial Analysis, Problem Solving, Microsoft Technologies, Bookkeeping, Accounts Payable, Accounts Receivable
Education
University of Maryland University College 2007 — 2008
Bowie State University 1991 — 1995
Accounting
U.S. Department of the Treasury April 2009 - Present
SHABACH! Ministries Inc. February 2004 - March 2009
Berkshire Mortgage Finance November 1996 - August 2000
Skills
Tax Law, Auditing, Small Business Tax, Partnership Taxation, Small Corporation Tax, 10 Key Touch, Customer Service, Written & Verbal..., Journal Entries, Bank Reconciliation, Financial Statements, Financial Analysis, Problem Solving, Microsoft Technologies, Bookkeeping, Accounts Payable, Accounts Receivable
Education
University of Maryland University College 2007 — 2008
Bowie State University 1991 — 1995
Accounting