Experience
Birch Island Real Estate Consulting, LLC   September 2013 - Present
Boston Capital   April 2011 - September 2013
Birch Island Real Estate Advisors, LLC   October 2009 - April 2011
WinnCompanies  May 2006 - October 2009
MMA Financial  July 1999 - May 2006
DHCD Bureau of Asset Management   February 1998 - July 1999
TAG Associates (affordable housing consulting)   July 1995 - February 1998
Dallas Habitat For Humanity   January 1993 - May 1995
Boston Redevelopment Authority  1991 - 1992
United States Air Force  December 1985 - January 1990

Skills
Property Management, LIHTC, Affordable Housing, Leases, Microsoft Excel, Investment Properties, Financial Analysis, Real Estate, Investments, Finance, Recruiting, Due Diligence, Budgets, Tax Credits, Asset Management, Apartments, Real Estate Economics, Human Resources, Portfolio Management, HUD, Leadership, Commercial Real Estate, Real Estate Development

Education
The University of Texas at Dallas   1993 — 1995
Master of Public Affairs, Policy Analysis

University of Massachusetts Boston   1990 — 1992
BA, Georgraphy/Urban Planning

Mentor Mentee Program

Mentor Mentee Program

Mentor Mentee Program

Experience
New York Life & MainStay Investments  August 2015 - Present
Cedar Capital  February 2014 - March 2015
State Street Global Advisors  March 2007 - February 2014
Pershing, LLC - Advisor Solutions   2005 - 2007
Fidelity Investments  1997 - 2005
Boston Capital   1994 - 1997

Skills
Series 7, Series 63, Mutual Funds, ETFs, Alternative Investments, Separately Managed..., Asset Allocation, Wealth Management, Asset Managment, Investment Advisory, Investments, Equities, Hedge Funds, Portfolio Management, Securities, Fixed Income, Investment Strategies, Financial Services, Investment Management, Asset Management, Equity Research, Pensions

Education
Ithaca College
Bachelor of Science (BS), Economics - Management

Tabor Academy - Marion, MA

Experience
Boston Capital   February 2015 - Present
Boston Capital   October 2013 - February 2015
Enterprise Bank and Trust  June 2012 - January 2013

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Customer Service, Windows, Time Management, Teamwork, Data Entry

Education
University of Massachusetts, Amherst   2009 — 2013
BBA, Accounting

Experience
Property Management Company  December 2009 - August 2013
FPC Bangor   July 2007 - April 2010
Eagle Point Enterprises   2004 - 2007
Boston Capital   2001 - 2004
Alliance Consulting Group  August 1999 - May 2000

Skills
Asset Managment, Affordable Housing, Tax Credits, Property Management, LIHTC, HUD, Rural Development, Real Estate Economics, Asset Management, Apartments

Education
University of Maine   1996 — 1999
BA

Keene State College   1995 — 1996

Experience
Neighborhood Health Plan  April 2013 - Present
Boston Capital   August 2011 - April 2013
CB Richard Ellis  July 2010 - August 2011
CB Richard Ellis  2009 - June 2010
PatientKeeper  2008 - 2009

Skills
General Ledger, Accounts Payable, Financial Statements, Real Estate, Financial Reporting, Accounting, QuickBooks, Auditing, Finance, Internal Controls, Account Reconciliation, Budgets, Fixed Assets, Invoicing, Management

Education
Suffolk University - Sawyer Business School   2006 — 2007
MBA

Salve Regina University   2002 — 2006
B.S., Accounting

Vermont Academy   2000 — 2002

Pingree School   1998 — 2000

Experience
Athena Capital Advisors  August 2014 - Present
Boston Capital   June 2012 - March 2014
Cambridge Associates  2000 - 2012
State Street Bank  1996 - 2000
CIBC  January 1990 - February 1996

Skills
Portfolio Management, Alternative Investments, Asset Management, Investment Strategies, Private Equity, Hedge Funds, Investment Management, Asset Managment, Due Diligence, Investment Advisory, Capital Raising, Consensus Building, Portfolio Governance, Investment Manager..., Investment Consulting, Investment Committee..., Investment Performance...

Education
Dartmouth College, Amos Tuck School of Business Administration
MBA, Finance

Princeton University
BA, History

Experience
R4 Capital LLC  October 2014 - Present
Hunt Companies  February 2013 - October 2014
Centerline Capital Group  April 2010 - February 2013
Moody's Investors Service  June 2008 - April 2010
Boston Capital   May 2007 - June 2008

Education
New York University   2010 — 2011
Certificate of Real Estate Finance and Investment

Northeastern University   2003 — 2007
BS

Experience
Professional Service Industries, Inc. (PSI)   December 2014 - Present
Professional Service Industries, Inc. (PSI)   February 2014 - December 2014
Rebars and Mesh Inc.   October 2012 - January 2014
Hamel Builders  May 2012 - October 2012
Merrimack College  August 2009 - May 2012
Boston Capital   May 2011 - August 2011

Skills
Construction, MS Project, Construction Management, Civil Engineering, Microsoft Office, Microsoft Word, Contract Negotiation, Contract Management, MathCAD, Photoshop, Microsoft Excel, AutoCAD, PowerPoint, Process Scheduler, Project Management, Bentley Microstation, Steel Detailing, Microstation, CAD, Management, Social Networking, Data Entry, Strategic Planning, Sports, Training, Project Planning, Project Estimation, Procurement, Microsoft Project, Leadership, Concrete, Time Management

Education
Merrimack College   2008 — 2012
Bachelor of Science (BS), Civil Engineering

Kittatinny Regional High School   2004 — 2008

Experience
Boston Capital Advisors, LLC   November 1995 - Present
Boston Capital   1995 - Present

Education
University of Massachusetts Dartmouth   1981 — 1986
BS, Accounting

Experience
TCAM, LLC  November 2009 - Present
Boston Capital   January 2009 - November 2009
MMA Financial  October 1993 - August 2008

Education
University of New Hampshire   1988 — 1992

Experience
Bank of America  July 2013 - Present
Bank of America  August 2005 - July 2013
Boston Capital   2001 - 2005
Gatehouse Management  January 2000 - August 2001
Winn Management  1993 - 2000

Skills
Tax Credits, Asset Management, Real Estate Economics, Equities, Underwriting, Financial Analysis, Portfolio Management, Financial Modeling, Due Diligence, Loans, Credit, Real Estate, Real Estate Financing, Investments, Affordable Housing

Education
Northeastern University   2002 — 2004
BSBA, Finance

Experience
Streetscape Partners   April 2012 - Present
Boston Capital   September 2010 - April 2012
MIT  June 2008 - September 2009
Kashian Companies   October 2006 - July 2008
Fraser Forbes Company   August 2003 - August 2006
nkd webmedia   February 2001 - July 2002

Skills
Financial Analysis, Mixed-use, Land Acquisition, Development, Multi-family, Affordable Housing..., Real Estate Finance

Education
The University of Edinburgh   1999 — 2003
BSc, BSc, Social Sciences; International Business and Social Anthropology

Massachusetts Institute of Technology   2008 — 2009
MSRED, Real Estate Development

Experience
Leicht Boston   June 2015 - Present
freelance  April 2014 - Present
Self-employed  January 2012 - Present
No. 29 Design   September 2000 - Present
Boston Capital   May 1996 - September 2000

Skills
WordPress, Blogging, Social Media Marketing, Copywriting, Social Networking, Social Media, Marketing, Web Content Creation

Education
Northeastern University   1991 — 1996
Bachelor of Science (B.S.), Graphic Design

Experience
Babson Capital Management  October 2013 - Present
Boston Capital   October 2007 - October 2013

Skills
Financial Statements, General Ledger, Journal Entries, Auditing, Microsoft Excel, Budgets, Account Reconciliation, Invoicing, Bank Reconciliation, Analysis, Financial Reporting, Financial Analysis, Internal Controls, Variance Analysis, Accounting, Microsoft Office, Cash Flow, Cash Management, Tax, Finance, Financial Forecasting, PowerPoint, Financial Modeling, Microsoft Word

Education
Newbury College   2003 — 2007
Bachelor of Science (B.S.), Accounting

Experience
Merrill Lynch  October 2007 - Present
Pioneer Investments  2007 - 2007
Boston Capital   2004 - 2007

Skills
Retirement Planning, Fixed Annuities, Investments, Mutual Funds, Retirement, Strategic Financial..., Financial Services, Alternative Investments, Finance, Wealth Management, Portfolio Management

Education
Elon University   1995 — 1999
BA, Communications

Experience
Self-employed  2005 - Present
SpecialtyArt International, Inc.   March 1995 - June 2000
Boston Capital   March 1993 - March 1995

Skills
Adobe Creative Suite, iMovie, Photography, Event Planning, Logo Design, Marketing, Branding & Identity, Marketing Material..., Microsoft Office, Project Management, Brochures, Graphic Design, Newsletters, Advertising, Art, Art Direction, Direct Mail, Graphics, InDesign

Education
University of Massachusetts, Amherst   1988 — 1992
Bachelor of Arts (BA), Studio Art/Graphic Design

Experience
Deutsche Bank  January 2014 - Present
Fidelity Investments SENIOR MANAGER, RALEIGH NCJUNE 2007   November 1997 - 2014
Boston Capital   August 1994 - 1996
Shawmut Bank  August 1992 - August 1994
MCI  1990 - 1992

Skills
Process Improvement, Disaster Recovery, SDLC, Vendor Management, Business Analysis, Financial Services, PMP, Project Management, Business Intelligence

Education
Norwich University   1986 — 1990
BS, Communications

Experience
Boston Capital   January 2015 - Present
Boston Capital   December 2013 - June 2014
Papa Razzi  May 2013 - October 2013
Wellington Management  January 2013 - July 2013
ADS Financial Services   January 2012 - June 2012
Aberdeen Country Day   June 2010 - August 2011
Team Mokes   April 2010 - August 2011
Tab Ramos Sports Center  October 2009 - August 2011
Tab Ramos Sports Center  October 2009 - August 2011

Skills
Investments, Salesforce.com, Customer Service, Leadership, Marketing, Public Speaking, Microsoft Word, Microsoft Excel, Social Media, Affordable Housing, Real Estate Financing, Microsoft Office, PowerPoint, Teamwork, Financial Analysis, Finance, Research

Education
London School of Economics   2012 — 2012

Northeastern University   2010 — 2015
Bachelor of Science Degree; Dual, D'Amore-McKim School of Business; Finance & Accounting

Marlboro High School   2006 — 2010
High School Diploma

Experience
COMM. OF MASSACHUSETTS EXECUTIVE OFFICE OF HEALTH & HUMAN SERVICES   March 2008 - Present
State Street  July 2007 - December 2007
Investors Bank & Trust  April 2006 - July 2007
Boston Capital   June 2000 - April 2006
Law Office of Laurence H. Tribe   June 1998 - June 2000
Harvard Law Review  April 1992 - June 1998

Skills
Documentum, Software Documentation, Document Management, Requirements Analysis, Captiva, Microsoft Office, Servers, SharePoint, Microsoft Excel, PowerPoint, Strategic Planning, Databases, CMS, SQL, HTML, Editing

Education
Harvard University   1987 — 1991
A.B., Fine Arts

Experience
FactSet  July 2015 - Present
Boston Capital   June 2014 - March 2015
Soccer Without Borders  August 2013 - January 2015
The Boston Consulting Group  June 2013 - January 2014
The Waters Consulting Group, Inc  December 2010 - March 2013
Wellington Management  June 2012 - January 2013
Texans Credit Union  August 2009 - June 2010

Skills
Access, Finance, Policy, Market Research, Proposal Writing, Recruiting, Social Media, Data Analysis, Leadership, Public Speaking

Education
Northeastern University   2010 — 2015
Bachelor of Science, Business May 2015; Finance

Experience
American Express  June 2015 - Present
American Express  May 2012 - June 2015
American Express  January 2012 - February 2015
American Express  September 2010 - May 2012
American Express Cards   September 2006 - October 2010
Boston Capital   February 2000 - December 2005
Monster Worldwide (Student Consulting Project)   January 2005 - April 2005
New England Household   March 1996 - July 2000
Ocean-Air International   1993 - 1996

Skills
Pricing, Customer Experience, Process Engineering, Business Intelligence, Strategic Technology..., Marketing Strategy, International Business, Financial Services, Business Development, Portfolio Management, Marketing, Analytics, Management, Program Management, Cross-functional Team..., Strategy, Product Management, Market Research, Product Marketing, Business Strategy, Credit Cards, Payments

Education
Tufts University - The Fletcher School of Law and Diplomacy   2004 — 2006
MALD

Tufts University   2000 — 2003
BA

Oak Glen High School

Experience
On-Call Restaurant Accounting   September 2015 - Present
Federated Investors  July 2014 - June 2015
Federated Investors  January 2010 - July 2014
Federated MDT Advisers  May 2007 - January 2010
Boston Capital   September 2005 - May 2007

Skills
Investments, Equities, Marketing, Securities, Financial Advisory, Fixed Income, Investment Strategies, Direct Sales, Management, Series 7, Series 63, Mutual Funds, Asset Allocation, Separately Managed..., FINRA, Investment Management, Series 65, Sales

Education
Ohio Wesleyan University   1994 — 1998
Bachelor of Arts, History

University School   1987 — 1994
High School

Experience
Red Stone Equity Partners, LLC  October 2014 - Present
Wells Fargo  April 2010 - October 2014
Boston Capital   October 2008 - April 2010
Gatehouse Companies   June 2006 - September 2006

Skills
Asset Managment, Financial Modeling, Investments, Financial Analysis, Real Estate, Property Management, Portfolio Management, Due Diligence, LIHTC, Asset Management, Real Estate Financing

Education
London School of Economics and Political Science   2007 — 2008
MSc, Applicable Mathematics

City University of New York Graduate Center   2006 — 2007
Mathematics

Union College   2002 — 2006
Bachelor of Science, Mathematics

Universiteit Antwerpen   2004 — 2004
Economics

Experience
Pearson Education  October 2010 - March 2015
Pearson Education  August 2007 - October 2009
Houghton Mifflin  June 2007 - August 2007
Boston Capital   November 2006 - April 2007
Print Resource   March 2004 - April 2006

Skills
User Experience, User Stories, Usability Testing, Visual Design, Interaction Design, User Interface Design, Adobe Creative Suite, Lean Software..., Agile Environment, Usability, Wire Framing, Mobile Design, Design Patterns, Web Design, Rally, Technology Trends, User Research, Agile Methodolgy, Trello, Information Design, Information Architecture, Advertising, Logo Design, Typography, Creative Direction, Responsive Web Design, Social Media

Education
Center for Digital Imaging and Arts Boston University   2010 — 2010
Web Design Certificate

Plymouth State University   1999 — 2003
Bachelor of Arts (BA), Graphic Design, 4.0

Experience
myMarketingManager   2002 - Present
Boston Capital   2000 - 2002
The Boston Company, Boston Safe Deposit & Trust Company   September 1984 - September 2000
Mellon Financial Services  1986 - 2000

Skills
Marketing, Social Media Marketing, B2B Marketing, New Business Development, Lead Generation, Website Development, Product Development, Outsourced Marketing, Brand Development, Search Engine..., High Net Worth Marketing, Helping Private..., Helping Family..., SEO, Entrepreneurship, Marketing Strategy, B2B, Strategy, Competitive Analysis, Web Analytics, Google Analytics, Leadership, Sales, Market Research, Strategic Partnerships, Start-ups, Product Management, Business Development, Business Strategy, Marketing Research, Training, Product Marketing, Enterprise Software, SaaS, Salesforce.com, Online Advertising, Small Business, Direct Marketing, Online Marketing, Email Marketing, Analytics, Creative Direction, Integrated Marketing, Digital Strategy, E-commerce, Marketing Management, SEM, Digital Marketing, Digital Media, Web Design

Education
Harvard University
Certificate of Business

McGill University
Bachelors

St. Lawrence University
Undergraduate courses

University of Maryland College Park
Masters

Experience
The Fletcher School at Tufts University  August 2015 - Present
Boston Capital   November 2014 - July 2015
Boston Capital   February 2013 - November 2014
Bain & Company  January 2012 - July 2012
AKNO BUSINESS PARKS   May 2007 - July 2008
Boston Consulting Group  September 2007 - June 2008

Skills
Solid computer skills, Finance, Management, Budgets, Marketing, Research, Business Planning, ADP Payroll, PeopleSoft, Organizational..., Financial Analysis, Payroll, Compensation & Benefit, Microsoft Excel, Analytical Skills, Investments, Bloomberg, Strategy

Education
Tufts University - The Fletcher School of Law and Diplomacy   2015 — 2017
Master of Business Administration (M.B.A.), International Business

Northeastern University   2009 — 2012
Bachelor of Science Business Administration;, Finance, General with a concentration in Entrepreneurship, Magna Cum Laude

ZACCARIA HIGH SCHOOL   2003 — 2008
High School Certificate of Graduation, Focus in Latin, Ancient Greek, and Philosophy

Institute Le Rosey   2005 — 2005
French Language and Literature

PHILLIPS ACADEMY OF ANDOVER   2004 — 2004
International Relations and International Business

Experience
ABRY Partners  May 2015 - Present
Breakaway Innovation Group  February 2014 - November 2014
Boston Capital   2010 - 2013
Vinik Asset Management   2007 - 2009

Skills
Strategic Planning, Microsoft Office, Outlook, Microsoft Excel, Organizational..., Event Planning, Event Management, Budgets, Fundraising, Microsoft Word, PowerPoint, Administrative..., Social Networking, Social Media, Marketing, Management

Education
Southern New Hampshire University
Bachelor of Arts (B.A.), English Language and Literature, General

Experience
Mill Creek Residential Trust LLC  January 2015 - Present
Mill Creek Residential Trust LLC  February 2013 - December 2014
Gross & Cohen Real Estate Investors, Ltd.   September 2011 - December 2012
HallKeen Real Estate Investment and Management   June 2007 - September 2011
The Hillery Holding Company   June 2008 - September 2009
Boston Capital   May 2005 - May 2007

Skills
Financial Analysis, Real Estate, Financial Modeling, Real Estate Development, Investment Properties, Contract Negotiation, Underwriting, Investments, Acquisitions, Apartments, Commercial Real Estate, Asset Management, Entitlements, Land Acquisition, Real Estate Financing, Leases, Real Estate Economics, Negotiation, Zoning

Education
Bentley College - Elkin B. McCallum Graduate School of Business   2006 — 2009
MBA, Real Estate

Northeastern University   2000 — 2005
BSBA, Finance, Entrepreneurship

Experience
Boston Capital   May 2011 - Present
Aspen Insurance  August 2003 - April 2011
The Hartford  November 1999 - August 2003
Marriott Long Wharf   January 1998 - November 1999

Skills
Applicant Tracking..., Deferred Compensation, Succession Planning, HRIS, Onboarding, Performance Management, Talent Management, Employee Relations, Employee Benefits, Talent Acquisition, Management, Sourcing, Human Resources, College Recruiting, Benefits Administration, Recruiting, Payroll, Personnel Management, Employee Engagement, Temporary Placement, Workforce Planning, Internet Recruiting, New Hire Orientations, HR Policies, HR Consulting, Interviews, Employment Law

Education
Suffolk University   2001 — 2002
MS, Adult and Organizational Learning

Providence College   1993 — 1997

Experience
KPMG  September 2005 - Present
Boston Capital   June 2004 - August 2004
Boston Capital   June 2003 - August 2003

Skills
Strategy Development at..., Operating Model Design..., Process Improvement..., Performance Management..., Program and Project..., Program and Project..., GAO Performance..., Procurement, Supply,..., Transformation..., Client Relationship and..., Business Development..., Program Management, Financial Modeling, Accounting, Analysis, Due Diligence, Management Consulting, Valuation, Strategy, Operations Management, Financial Analysis, Strategic Planning, Consulting

Education
University of Notre Dame - Mendoza College of Business   2004 — 2005
MS, Accountancy - Financial Reporting

University of Notre Dame - Mendoza College of Business   2001 — 2004
BBA, Accountancy

Loyola University Chicago   2000 — 2001
N/A, Accounting

Culver Military Academy   1996 — 2000
High School, N/A

Experience
Boston Capital   April 1998 - Present

Skills
Legal Research, Microsoft Office, Contract Negotiation, Policy, Nonprofits, Customer Service, Public Speaking, Government, PowerPoint, Legal Writing, Litigation, Courts

Education
Northeastern University
Associate's degree, Liberal Arts and Sciences/Liberal Studies

Northeastern University
Paralegal Certificate, Paralegal

Katherine Gibbs School
Certificate, Executive Assistant/Executive Secretary

Quincy High School
Graduated

Experience
Trinity Management, LLC  December 2014 - Present
Maloney Properties  March 2013 - December 2014
Maloney Properties  May 2011 - July 2014
Maloney Properties  November 2005 - May 2011
Boston Capital   January 2005 - November 2005
MassHousing  2002 - 2005
Sam Goody  December 1996 - January 2001
East Boston Neighborhood Health Center  March 1996 - September 1998

Skills
Bilingual-English/Spanis..., Customer Service, Software Documentation, Process Scheduler, Time Management, Office Management, Accounts Payable, Outlook, Access, System Administration, Microsoft Office, Networking, Microsoft Excel, Budgets, Microsoft Word, Troubleshooting, PowerPoint, Team Building, Office Administration, Analysis, Lotus Notes, Management, Property Management, Real Estate, Administration, Invoicing

Education
Fisher College   2003 — 2005
Bachelor of Science (BS), Business Administration and Management, General

UMass Boston   1998 — 2002
Associate of Science (A.S.), Business Administration and Management, General

East Boston High School   1994 — 1998
High School Diploma, Health Professions

Experience
EMC  March 2015 - Present
EMC  January 2014 - March 2015
EMC  August 2013 - December 2013
Boston Capital   January 2013 - June 2013
State Street Global Advisors  January 2012 - May 2012
Baystate Financial Services  May 2011 - September 2011
CAM HVAC   May 2010 - September 2010
Superior Plumbing Inc   May 2007 - September 2009

Skills
Cloud Computing, Sales, Business Development, Microsoft Excel, Salesforce.com, Microsoft Word, PowerPoint, Sales Process, Microsoft Office, Bloomberg, Leadership, Morningstar, Information Technology, Solution Selling, SaaS, Photoshop, Word, Cold Calling, Management, Excel, IT Management, Sales Operations, Lead Generation, Sales Prospecting, Customer Service, Factset, Series 63, Training, Enterprise Software, Strategy, Sales Presentations, Channel Partners, Go-to-market Strategy

Education
Dexter School

St. Sebastians

Stonehill College
Bachelor of Science in Business Administration, Finance and Economics

Experience
TCAM, LLC  August 2009 - Present
Boston Capital   July 2007 - August 2009
Deutsche Bank  August 2004 - July 2007
National Mortgage Co. - Portland, OR   2002 - 2004

Skills
Asset Managment

Education
Oregon State University
Bachelor, Speech Communications

Portland State University
MBA

Experience
Donham & Sweeney - Architects   June 2007 - Present
Boston Capital   January 2004 - April 2007
Flag Wharf, Inc.   June 1997 - October 2003

Skills
Management, Project Coordination, Accounts Payable &..., Human Resources, Event Planning, Negotiation, Research, Customer Service, Public Speaking, Teaching, Microsoft Office, Windows, Photoshop, Sales, English, Deltek Advantage, Ajera, Adobe Design Programs, Administrative..., Administrative..., Events Coordination, Service Coordination, Yardi Property...

Education
Emmanuel College
Master’s Degree, Business Administration and Management, Summa Cum Laude

Emmanuel College
Bachelor’s Degree, Business Administration, Cum Laude

Fisher College
Associate's Degree, Paralegal

Mount Saint Joseph Academy
High School

St Joseph School Medford MA

Experience
Boston Capital Asset Management   November 2009 - Present
MMA Financial  April 1997 - August 2009
Global Challenge 2004-2005   September 2004 - July 2005
Boston Capital   May 1995 - April 1997
Arbor Commercial Mortgage  August 1993 - April 1995

Skills
Valuation, Competitive Analysis, Investment Properties, Real Estate, Investments, Leases

Education
Saint Michael's College   1990 — 1992
BA

Experience
Merrill Lynch  June 2006 - Present
Boston Capital   January 2005 - June 2006
CDR Management   June 2002 - October 2005
mPower Advisors   August 1999 - August 2001
Franklin Templeton Investments  July 1998 - November 1999

Skills
Portfolio Management, Asset Managment, Analysis, Asset Allocation, Valuation, Hedge Funds, Financial Modeling, Investment Management, Finance, Securities, Investments, Risk Management, Equities, Mutual Funds, Fixed Income, Bloomberg, Private Equity, Equity Research, Asset Management, Credit Analysis

Education
University of Colorado Boulder - Leeds School of Business   1993 — 1998
B.S. Business Administration, Finance

Fletcher School of Law and Diplomacy - Summer Session   2008 — 2008
International Economics

Chartered Alternative Investment Analyst (CAIA) Designation

Chartered Financial Analyst (CFA) Designation

Experience
Boston Capital   September 2011 - Present
MassDevelopment Finance Agency   July 2003 - August 2011
PricewaterhouseCoopers LLP  August 2001 - July 2003
KPMG LLP  September 1998 - August 2001
Brown Brothers Harriman & Co.   August 1997 - September 1998

Skills
Real Estate, Real Estate Development, Real Estate Transactions, Commercial Lending, Portfolio Management, Construction Management, Construction, Credit, Banking, Finance, Investments, Asset Management, Financial Analysis, Due Diligence, Financial Modeling, Economic Development, Affordable Housing, Financial Reporting, Asset Managment, Accounting, Real Estate Economics, Commercial Real Estate, Investment Properties

Education
Suffolk University - Sawyer Business School
MBA, Finance

State University of New York College at Oswego
BA, Economics

Experience
TripCraft   August 2015 - Present
Catalyst, a WPP Agency  May 2014 - August 2015
Boston Capital   January 2012 - March 2014
Lexington Solutions / Boston Capital   January 2012 - March 2014
KnowledgePath Solutions Inc.  June 2010 - December 2011
Service Heartbeat   March 2010 - June 2010
Lime Brokerage LLC  September 2008 - January 2010
Accenture Technology Solutions  October 2006 - September 2008
NeoGenesis   1998 - 1998

Skills
SQL, Agile Methodologies, Java Enterprise Edition, Java, Eclipse, Groovy, OOP, WCF, SOA, Requirements Analysis, Database Design, Shell Scripting, Software Design, Integration, Cloud Computing, Bash, TCP/IP, C++, Mobile Applications, ASP.NET, Technical Leadership, XSLT, Trading Systems, SharePoint, IIS, Web Development, Visual C++, APIs, Algorithms, Scheme, Web Servers, SaaS, J2EE Application..., NetBeans, Documentum, Objective-C, Programming, Sybase, Websphere, Business Intelligence, WPF, Data Warehousing, Perl, JIRA, Cassandra, IntelliJ IDEA

Education
Northeastern University   1997 — 2005
BS, Computer Science

Newton North High School   1994 — 1997

Longmeadow High School   1993 — 1994

Experience
Boston Capital   May 2008 - Present
Harrison Properties   July 2005 - May 2008
Youth Enrichment Services  2005 - 2006
Town of Brookline  September 2001 - April 2004
City of Boston  January 1999 - August 2001
LFriedman Enterprises   1997 - 2000

Education
University of Houston   1991 — 1994
B.S., Health Education

Experience
Distinguished Programs  August 2008 - Present
Boston Capital   October 2004 - August 2008
Rochester City School District  December 2003 - September 2004
Rochester Institute of Technology  September 2002 - May 2004
East Islip School District  June 1998 - August 2002

Skills
SQL, Microsoft Office, HTML, Microsoft SQL Server, Active Directory, Databases, Networking, SharePoint, Citrix, System Administration, VMware, Network Security, Troubleshooting, Disaster Recovery, Routers

Education
Rochester Institute of Technology   2000 — 2004
BS, Information Technology

Experience
AI Insight   August 2011 - Present
Paladin Realty Partners, LLC   May 2007 - May 2010
Boston Capital   February 2004 - May 2007
Eaton Vance  1997 - 2001
The Office of Senator Edward M. Kennedy   January 1997 - November 1997

Skills
Marketing Communications, Alternative Investments, Sales, Key Account..., Key Account Development, Marketing, AI Insight Platform

Education
University of Massachusetts, Amherst   1992 — 1997
Bachelor of Arts (B.A.), Political Science and Government

Leiden University   1996 — 1996
Economics and international politics.

Experience
Berkshire Property Advisors  February 2006 - Present
Boston Capital   2004 - 2005

Skills
Real Estate, Financial Analysis, Disposition, Real Estate Economics, Asset Managment, Equities, Leases, Due Diligence, Finance, Apartments, Valuation, Property Management, Debt, Asset Management, Real Estate Development, Contract Negotiation, Real Estate Financing, Acquisitions, Real Estate Transactions, Commercial Real Estate, Investments, Real Estate Private..., Corporate Real Estate, Investment Properties, Affordable Housing, Tax Credits

Education
Trinity College-Hartford   1997 — 2001

Middlesex School   1994 — 1997

Experience
Burke's Restaurant and Bar   January 2013 - Present
Evergreen United Investments   February 2012 - 2012
AmericaFirst Capital Management   March 2011 - December 2011
Piedmont Capital Distributors  April 2010 - March 2011
Columbia Management  November 2005 - May 2009
Columbia Management  January 2000 - November 2005
Boston Capital   November 1998 - January 2000
Putnam Investments  January 1996 - January 1998

Skills
Presentations, Sales, Organization, Building Relationships, Networking, Financial Services, Financial Advisory, Portfolio Management

Education
Saint Michael's College   1992 — 1996
Bachelor of Arts, Political Science

Experience
Blue Hawk Investments   January 2004 - Present
Pere Direct   March 2015 - Present
Baran Partners LLC   1995 - 2004
Shawmut/Fleet Bank   1992 - 1995
Boston Capital   1990 - 1992
Laventhol & Horwath  1985 - 1990

Skills
Mixed-use, Hospitality, Real Estate, Investments, Private Equity, Residential Homes, Accounting, Construction, Real Estate Economics, Real Estate Development, Disposition, Asset Managment, Due Diligence, Real Estate Transactions, Real Estate Financing, Commercial Real Estate, Investment Properties, Investors, Acquisitions

Education
Stonehill College
BA Business, Accounting

Xaverian Brothers HS
Accounting, Finance

Experience
Natixis Global Asset Management  February 2010 - Present
Natixis Global Associates  November 2004 - February 2010
Boston Capital   August 2002 - November 2004
Scudder Investments  February 2000 - May 2002

Skills
Investments, Management, Sales, Retirement, Sales Operations, Financial Advisory, Budgets, Team Leadership, Series 7, Mutual Funds, Series 63, Alternative Investments, Asset Allocation, Asset Management, Fixed Income

Education
Southern New Hampshire University   2014 — 2016
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies and Small Business

University of Massachusetts Boston   1994 — 1999
BS, Economics

situate high school

Experience
Boston Capital   October 2006 - Present
Mercer  2004 - 2006
Putnam Investments  2000 - 2004

Skills
Real Estate Economics, Real Estate Development, Affordable Housing, Property Management, Real Estate, Asset Managment, Investments, Financial Analysis, Valuation, Disposition, Due Diligence, Real Estate Transactions, Leases, Investment Properties, Lease Negotiations, Series 7, Portfolio Management, Apartments, Accounting, Financial Modeling, Series 24, Asset Management, Series 63, Wealth Management, Mutual Funds, Finance, Alternative Investments, Financial Services

Education
Framingham State College   1993 — 1998
Bachelor of Applied Science (B.A.Sc.), Nutrition Sciences

Experience
Boston Capital   November 1995 - Present
RECOLL MANAGEMENT  1990 - 1993

Education
University of Massachusetts Dartmouth   1981 — 1986
BS, Accounting

AHS

Experience
Bates Insurance   December 2013 - Present
Keller Williams Realty, Inc.   July 2011 - Present
Boston Capital   April 2006 - July 2011

Skills
Real Estate, Investment Properties, Real Estate Transactions, Investors, Real Estate Economics, Sellers, Short Sales, Buyer Representation, First Time Home Buyers, Foreclosures, Condos, Real Estate Development, Relocation, Single Family Homes, Listings, REO

Education
Roger Williams University   1999 — 2003
B.S., Accounting

Experience
EMC  October 2012 - Present
Staples  May 2009 - August 2012
Boston Capital   September 2008 - May 2009
Travelers Property Casualty Inc   May 2002 - September 2008

Skills
Software Project..., Project Coordination, Product Management, Resource Management, IT Management, IT Operations, WebSphere Portal, Lotus Connections, Omniture, Portals, Enterprise Portals, Portal Technologies, Intranet Strategy, Intranet, HRIS, BEA, Aqualogic, Project Execution, Project Delivery, Social Networking, Social Software, SaaS, Web Content Management, Project Management, Enterprise Software, Enterprise Architecture, Agile Methodologies, ITIL, Project Portfolio..., IT Strategy, SOA

Education
The University of Connecticut School of Business   1998 — 2002
Bachelor of Science (B.S.), Management Information Systems, General

Experience
EMD Millipore  November 2014 - Present
EMD Millipore  June 2014 - November 2014
EMD Millipore  November 2013 - June 2014
EMD Millipore  September 2013 - November 2013
EMD Millipore  April 2012 - September 2013
Novartis Vaccines and Diagnostics  January 2012 - April 2012
Novartis Vaccines and Diagnostics  October 2009 - January 2012
Novartis Vaccines and Diagnostics  August 2009 - October 2009
Novartis Vaccines and Diagnostics  March 2009 - August 2009
Boston Capital   September 2007 - January 2009

Skills
SharePoint, Concur, Project Management, Program Management, Lotus Notes, Microsoft Office 2007, Market Research, Customer Service, SAP, Microsoft Office 2003, Event Planning, Human Resources, Office Management, Onboarding, Offsites, Team Building, eTravel, Proofreading, Contract Negotiation, International Travel..., Gelco, Department Seating and..., Professional Mentoring, Oracle Applications, Facilities Operations, Visual Merchandising, Enterprise eTime, Gauss.HR, Town Hall Meetings, Microsoft Office 2013, Microsoft Office

Education
Washtenaw Community College   2001 — 2003

Flinders University   2000 — 2000

APC 2013

Experience
Inland Securities Corporation  August 2007 - Present
Boston Capital   November 2003 - May 2007
Boston Capital Securities   2003 - 2007

Skills
Series 7, Series 63, Alternative Investments, Real Estate, Asset Management, Securities, Investments, Portfolio Management, Mutual Funds, Due Diligence, Finance, Investment Properties, Retirement Planning, Wealth Management, Commercial Real Estate, Investment Advisory

Education
State University of New York at Oswego   1998 — 2000
Bachelors of Science, Economics

LeMoyne College   1995 — 1997
Economics

Experience
Schuster Institute for Investigative Journalism at Brandeis University  December 2014 - Present
Tufts Medical Center Trust   November 2013 - November 2014
Big Brothers Big Sisters of Massachusetts Bay  August 2001 - October 2013
M+M Music   June 1991 - March 2011
Best Buddies International  January 2000 - August 2001
The Leukemia & Lymphoma Society  September 1996 - December 1999
Addison Wesley  August 1995 - August 1996
Boston Capital   March 1992 - July 1995
Royal Horsegarden Hotel   May 1990 - August 1990

Skills
Fundraising, Strategic Planning, Management, Event Management, Event Planning, Non-profits, Marketing Communications, Community Outreach, Budgets, Program Evaluation, Public Relations, Leadership Development, Philanthropy, Public Speaking, Grant Writing, Volunteer Management, Board Development, Stewardship, Nonprofits, Youth Development, Community Development, Program Development, Organizational..., Staff Development, Grants, Proposal Writing, Leadership, Prospect Research, Fundraisers

Education
University of Miami   1987 — 1991
Bachelors, Business

Experience
KeyBank  June 2014 - Present
Boston Capital   September 2010 - May 2014
Boston Capital   September 2010 - September 2011
Michel Associates, Ltd.   September 2007 - August 2010
Volunteers of America - Housing Development   June 2005 - May 2007
HOMES Incorporated   January 2001 - January 2002

Skills
Real Estate Development, LIHTC, Portfolio Management, Real Estate Economics, Affordable Housing, Tax Credits, Finance, Asset Management, Due Diligence, Real Estate Financing, Real Estate Transactions, Disposition, Real Estate, Acquisitions, Valuation

Education
The George Washington University   2003 — 2007
Bachelor, Political Science

Institute for the International Education of Students - Barcelona   2006 — 2006
Bachelor's degree, Political Science and Government

Experience
Council for Affordable and Rural Housing   June 2002 - Present
Boston Capital   January 1998 - Present
Charlestown Mothers Association   July 2003 - June 2008

Education
Massachusetts Institute of Technology
Master’s Degree, Real Estate Development

University of Massachusetts Boston
Bachelor’s Degree, Economics, Summa Cum Laude

Experience
City Real Estate Advisors, Inc.   January 2010 - Present
MMA Financial  February 1998 - December 2009
Edison International  1997 - 1998
East Coast Capital  1995 - 1997
Boston Capital   1993 - 1995

Skills
Real Estate, Strategic Planning, Negotiation, Real Estate Development, Tax Credits, Asset Managment, Affordable Housing, Real Estate Economics, LIHTC, Due Diligence, Valuation, Asset Management, Financial Analysis, Investment Properties, Real Estate Transactions, Real Estate Financing, Underwriting, Apartments, Financial Modeling, Disposition, Leases, Loans, Dispositions

Education
Harvard University   1990 — 1993

University of Maryland College Park   1985 — 1990

Experience
Bentley Systems  March 1998 - Present
ISOA International   1994 - 1998
Jason Pharmaceuticals   1992 - 1994
Boston Capital   1989 - 1991

Skills
Sales Process, Direct Sales, Solution Selling, Sales Operations, SaaS, New Business Development

Education
Penn State University   1985 — 1989
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services

Bourne High School

Experience
Realty Capital Securities  April 2015 - Present
Boston Capital   June 2005 - March 2015

Skills
Asset Managment, Valuation, Investments

Education
Quincy College   2004 — 2008
Business management

Sacred heart highscool

Experience
JPMorgan Chase  January 2013 - Present
JPMorgan Chase  April 2008 - January 2013
JP Morgan Chase  April 2007 - April 2008
JP Morgan Chase  May 2006 - April 2007
Boston Capital   2005 - 2006
Commonwealth Research Group Inc,   2005 - 2006
Suffolk University  April 2003 - August 2005
University of Maryland  June 2004 - August 2004

Education
Suffolk University - Sawyer Business School   2001 — 2005
BSBA

Brookline High   1999 — 2001

Experience
Boston Capital   2005 - Present
Ames Color File  1989 - 2005

Skills
Internal Controls

Education
Emmanuel College

Newbury College

Experience
Schroders  September 2012 - Present
Cohen & Steers  March 2000 - September 2012
Boston Capital   April 1994 - March 2000

Skills
Alternative Investments, Marketing

Education
Illinois State University   1989 — 1991
Master of Science (M.S.)

Ohio Wesleyan University   1985 — 1989
Bachelor of Arts (B.A.)

Experience
Walker & Dunlop  December 2011 - Present
Boston Capital   September 2010 - December 2011
MassHousing  October 2005 - August 2010

Skills
Valuation, Investments, Financial Analysis, Marketing Strategy, Portfolio Management, Analysis, Strategic Planning, Due Diligence, Capital Markets, Real Estate

Education
Trinity College-Hartford   2001 — 2005
Bachelor’s Degree, History