Boston Financial Group
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Boston Financial Group Employees
Employee
Years
Job
Industry
Cathy Swain Cathy Swain's Boston Financial Group Experience 1991 - 1994
Job President and CEO at The Hub of Human Innovation
Industry Nonprofit Organization Management
Experience
Hub of Human Innovation July 2011 - Present
Swain Associates 2010 - 2011
University of Texas System September 2007 - August 2010
University of Texas System January 2005 - August 2007
Northern Community Management Company 1999 - 2001
Northern Community Investment Corporation 1994 - 1997
Boston Financial Group 1991 - 1994
John Hancock Properties, Inc. 1989 - 1991
National Property Advisors Corporation 1981 - 1988
Oppenheimer & Co. 1976 - 1979
Skills
Higher Education, Asset Management, Economic Development, Research, Investments, Budgeting, Negotiation, Financial Analysis, Writing, Strategic Planning, Public Speaking, Business Strategy, Economics, Entrepreneurship, Budgets, Private Equity, Policy, Securities, Real Estate, Public Policy, Program Management, Mutual Funds, Business Planning, Business Development, Management, Fundraising, Due Diligence, Investment Management, Non-profits, Financial Advisory, Public Relations, Nonprofits, Marketing, Start-ups, Asset Allocation, Finance, Financial Reporting, Government, Analysis, Strategy, Executive Management, Training, Valuation, Portfolio Management, Asset Managment, Leadership, Coaching, Management Consulting, Cross-functional Team..., Investment Banking
Education
Stanford University Graduate School of Business 1973 — 1974
Post Graduate Studies -- Finance
University of Illinois at Urbana-Champaign 1967 — 1972
AB, MS, Economics, Finance
Hub of Human Innovation July 2011 - Present
Swain Associates 2010 - 2011
University of Texas System September 2007 - August 2010
University of Texas System January 2005 - August 2007
Northern Community Management Company 1999 - 2001
Northern Community Investment Corporation 1994 - 1997
Boston Financial Group 1991 - 1994
John Hancock Properties, Inc. 1989 - 1991
National Property Advisors Corporation 1981 - 1988
Oppenheimer & Co. 1976 - 1979
Skills
Higher Education, Asset Management, Economic Development, Research, Investments, Budgeting, Negotiation, Financial Analysis, Writing, Strategic Planning, Public Speaking, Business Strategy, Economics, Entrepreneurship, Budgets, Private Equity, Policy, Securities, Real Estate, Public Policy, Program Management, Mutual Funds, Business Planning, Business Development, Management, Fundraising, Due Diligence, Investment Management, Non-profits, Financial Advisory, Public Relations, Nonprofits, Marketing, Start-ups, Asset Allocation, Finance, Financial Reporting, Government, Analysis, Strategy, Executive Management, Training, Valuation, Portfolio Management, Asset Managment, Leadership, Coaching, Management Consulting, Cross-functional Team..., Investment Banking
Education
Stanford University Graduate School of Business 1973 — 1974
Post Graduate Studies -- Finance
University of Illinois at Urbana-Champaign 1967 — 1972
AB, MS, Economics, Finance
Pamela Baetz Pamela Baetz's Boston Financial Group Experience 1996 - 2001
Job Broker/Realtor at Keller Williams Realty
Industry Real Estate
Experience
Keller Williams Realty February 2009 - Present
ING/Clarion Realty 2001 - 2005
Boston Financial Group 1996 - 2001
Gables Management Company 1990 - 1996
United Dominion Realty Trust 1987 - 1990
John Crosland Mgt Co 1984 - 1987
Skills
Leadership, Oral & Written..., Highly detail oriented, Marketing, Interpersonal Skill, Organization, Public Speaking, Acting, Presentations, Motivational Speaking, Building Relationships, Event Planning, Event Management, Goal-oriented..., Contract Negotiation, Passion to Succeed, Work Ethic, First Time Home Buyers, Real Estate, Short Sales, REO, Relocation, Listing Homes, Buyer Representation, Real Estate Transactions, New Home Sales, Sellers, Move Up Buyers, Listings, Single Family Homes, Referrals, New Homes, Townhomes, HUD, Foreclosures, Investors, Income Properties, Condos, ABR, e-PRO, New Home Construction, Home Staging, Seniors, Luxury, Rentals, Property Management, Investment Properties, Brokerage, FHA
Education
Liberty University 1979 — 1984
B.S., Psychology & Communications
Keller Williams Realty February 2009 - Present
ING/Clarion Realty 2001 - 2005
Boston Financial Group 1996 - 2001
Gables Management Company 1990 - 1996
United Dominion Realty Trust 1987 - 1990
John Crosland Mgt Co 1984 - 1987
Skills
Leadership, Oral & Written..., Highly detail oriented, Marketing, Interpersonal Skill, Organization, Public Speaking, Acting, Presentations, Motivational Speaking, Building Relationships, Event Planning, Event Management, Goal-oriented..., Contract Negotiation, Passion to Succeed, Work Ethic, First Time Home Buyers, Real Estate, Short Sales, REO, Relocation, Listing Homes, Buyer Representation, Real Estate Transactions, New Home Sales, Sellers, Move Up Buyers, Listings, Single Family Homes, Referrals, New Homes, Townhomes, HUD, Foreclosures, Investors, Income Properties, Condos, ABR, e-PRO, New Home Construction, Home Staging, Seniors, Luxury, Rentals, Property Management, Investment Properties, Brokerage, FHA
Education
Liberty University 1979 — 1984
B.S., Psychology & Communications
Thomas Moriarty Thomas Moriarty's Boston Financial Group Experience August 1994 - March 1997
Job Chief Financial Officer at Fast Asset
Industry Accounting
Experience
Fast Asset November 2013 - Present
Brazilian Resources, Inc. (d/b/a Brasagro) July 2011 - April 2013
Brazilian Resources, Inc. (d/b/a Brasagro) 2008 - June 2011
CFGI 2008 - 2008
SkillSoft July 2003 - September 2007
DoubleBridge Technologies April 2001 - June 2003
WorldWinner February 2000 - April 2001
WorldCare Technologies November 1997 - January 2000
Koll Development Company March 1997 - November 1997
Boston Financial Group August 1994 - March 1997
Skills
Revenue Recognition, Financial Reporting, Accounting, US GAAP, Finance, Financial Audits, Sarbanes-Oxley Act, Auditing, Management, IFRS, Variance Analysis, Cash Flow, Mergers & Acquisitions, Financial Modeling, SEC filings, Fixed Assets, Internal Audit, Sarbanes-Oxley, GAAP, Forecasting, Acquisitions, Canadian GAAP, OSC, External Audit, Audit Committee, Sales Commission, Financial Analysis, Business Valuation, Revenue Forecasting, Board Relations, Board of Directors, Board Governance, Statutory Audit, International Tax, Financial Statements, Due Diligence, Account Reconciliation, Accounts Receivable, Cost Accounting, Inventory Management, Inventory Analysis, KPI Reports
Education
University of Massachusetts at Lowell 1989 — 1994
BAAC, Accounting with minor in economics
Boston College - Wallace E. Carroll Graduate School of Management
MBA Candidate, Accounting
Fast Asset November 2013 - Present
Brazilian Resources, Inc. (d/b/a Brasagro) July 2011 - April 2013
Brazilian Resources, Inc. (d/b/a Brasagro) 2008 - June 2011
CFGI 2008 - 2008
SkillSoft July 2003 - September 2007
DoubleBridge Technologies April 2001 - June 2003
WorldWinner February 2000 - April 2001
WorldCare Technologies November 1997 - January 2000
Koll Development Company March 1997 - November 1997
Boston Financial Group August 1994 - March 1997
Skills
Revenue Recognition, Financial Reporting, Accounting, US GAAP, Finance, Financial Audits, Sarbanes-Oxley Act, Auditing, Management, IFRS, Variance Analysis, Cash Flow, Mergers & Acquisitions, Financial Modeling, SEC filings, Fixed Assets, Internal Audit, Sarbanes-Oxley, GAAP, Forecasting, Acquisitions, Canadian GAAP, OSC, External Audit, Audit Committee, Sales Commission, Financial Analysis, Business Valuation, Revenue Forecasting, Board Relations, Board of Directors, Board Governance, Statutory Audit, International Tax, Financial Statements, Due Diligence, Account Reconciliation, Accounts Receivable, Cost Accounting, Inventory Management, Inventory Analysis, KPI Reports
Education
University of Massachusetts at Lowell 1989 — 1994
BAAC, Accounting with minor in economics
Boston College - Wallace E. Carroll Graduate School of Management
MBA Candidate, Accounting
Phillip Bakalchuk Phillip Bakalchuk's Boston Financial Group Experience 1995 - 1998
Job Owner, Water Street Investments
Industry Real Estate
Experience
Water Street Investments January 2009 - Present
BXR 2010 - 2012
New Boston Fund June 2003 - December 2008
New Boston Development Partners LLC 2003 - 2008
Blackrock Realty February 1998 - May 2003
BlackRock 1998 - 2003
Boston Financial Group 1995 - 1998
MMA Financial 1995 - 1998
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance and Real Estate
Columbia University - Graduate School of Architecture, Planning and Preservation 1986 — 1988
Master of Architecture, Architecture
University of Florida 1980 — 1984
BA, Architecture
Water Street Investments January 2009 - Present
BXR 2010 - 2012
New Boston Fund June 2003 - December 2008
New Boston Development Partners LLC 2003 - 2008
Blackrock Realty February 1998 - May 2003
BlackRock 1998 - 2003
Boston Financial Group 1995 - 1998
MMA Financial 1995 - 1998
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance and Real Estate
Columbia University - Graduate School of Architecture, Planning and Preservation 1986 — 1988
Master of Architecture, Architecture
University of Florida 1980 — 1984
BA, Architecture
Deborah Hambly Deborah Hambly's Boston Financial Group Experience July 1989 - December 1997
Job Real Estate Agent at Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage January 2013 - Present
Jack Conway & Co., Inc. March 2012 - December 2012
Jack Conway & Co., Inc. March 2006 - March 2012
Boston Financial Group July 1989 - December 1997
Skills
Real Estate, Real Estate Transactions, Residential Homes, 55+ Communities, New Home Construction, Corporate Law, Real Estate Negotiation, Sellers, Buyer Representation, Listings
Education
Bentley College 1987 — 1988
Suffolk University 1983 — 1986
Bachelor's degree
Coldwell Banker Residential Brokerage January 2013 - Present
Jack Conway & Co., Inc. March 2012 - December 2012
Jack Conway & Co., Inc. March 2006 - March 2012
Boston Financial Group July 1989 - December 1997
Skills
Real Estate, Real Estate Transactions, Residential Homes, 55+ Communities, New Home Construction, Corporate Law, Real Estate Negotiation, Sellers, Buyer Representation, Listings
Education
Bentley College 1987 — 1988
Suffolk University 1983 — 1986
Bachelor's degree
Anne Jester Anne Jester's Boston Financial Group Experience February 1992 - March 1993
Job Vice President, Admin/Leasing at Turner John Management
Industry Real Estate
Experience
Turner John Management February 1993 - Present
Boston Financial Group February 1992 - March 1993
Cambridge Capital Corporation February 1990 - February 1992
Skills
Leases, Real Estate Development, Real Estate, Real Estate Transactions, Tenant, Brokerage, Contract Negotiation, Property, Negotiation, Commercial Real Estate, Management, Budgets, Property Management, Residential Homes, Rentals, Investment Properties
Education
Indiana State University
Marketing/Marketing Management, General
Turner John Management February 1993 - Present
Boston Financial Group February 1992 - March 1993
Cambridge Capital Corporation February 1990 - February 1992
Skills
Leases, Real Estate Development, Real Estate, Real Estate Transactions, Tenant, Brokerage, Contract Negotiation, Property, Negotiation, Commercial Real Estate, Management, Budgets, Property Management, Residential Homes, Rentals, Investment Properties
Education
Indiana State University
Marketing/Marketing Management, General
Maribeth Netishen Maribeth Netishen's Boston Financial Group Experience August 1988 - August 2001
Job Sales Director at Mary Kay Inc.
Industry Cosmetics
Experience
Mary Kay Inc. December 1999 - Present
Boston Financial Group August 1988 - August 2001
Ernst & Young September 1987 - August 1988
Education
Suffolk University - Sawyer Business School 1990 — 1995
MBA, Finance
Suffolk University - Sawyer Business School 1983 — 1987
BSBA, Accounting
Mary Kay Inc. December 1999 - Present
Boston Financial Group August 1988 - August 2001
Ernst & Young September 1987 - August 1988
Education
Suffolk University - Sawyer Business School 1990 — 1995
MBA, Finance
Suffolk University - Sawyer Business School 1983 — 1987
BSBA, Accounting
Karen Edlund Karen Edlund's Boston Financial Group Experience January 1996 - November 1999
Job Chief Financial Officer at JCHE
Industry Real Estate
Experience
JCHE (Jewish Community Housing for the Elderly) January 2012 - Present
Financial Executives International May 2010 - Present
The Women's Institute for Housing and Economic Development September 2011 - Present
TCAM Asset Management March 2011 - December 2011
International Housing Solutions, Ltd August 2007 - December 2010
Leggat McCall Properties March 2006 - August 2007
MMA Financial July 2003 - February 2006
Lend Lease Real Estate Investments November 1999 - July 2003
Boston Financial Group January 1996 - November 1999
M/A-COM, Inc May 1991 - January 1996
Skills
Investments, Affordable Housing, Finance, Private Equity, Financial Analysis, Risk Management, Leadership, Budgets, Real Estate, Strategic Planning, Investment Management, Tax Credits, Due Diligence, Credit, Mutual Funds, Financial Modeling, Strategic Financial...
Education
Boston College - Wallace E. Carroll Graduate School of Management 1988 — 1991
MS, Finance
Middlebury College 1979 — 1983
B.A., Economics, French
JCHE (Jewish Community Housing for the Elderly) January 2012 - Present
Financial Executives International May 2010 - Present
The Women's Institute for Housing and Economic Development September 2011 - Present
TCAM Asset Management March 2011 - December 2011
International Housing Solutions, Ltd August 2007 - December 2010
Leggat McCall Properties March 2006 - August 2007
MMA Financial July 2003 - February 2006
Lend Lease Real Estate Investments November 1999 - July 2003
Boston Financial Group January 1996 - November 1999
M/A-COM, Inc May 1991 - January 1996
Skills
Investments, Affordable Housing, Finance, Private Equity, Financial Analysis, Risk Management, Leadership, Budgets, Real Estate, Strategic Planning, Investment Management, Tax Credits, Due Diligence, Credit, Mutual Funds, Financial Modeling, Strategic Financial...
Education
Boston College - Wallace E. Carroll Graduate School of Management 1988 — 1991
MS, Finance
Middlebury College 1979 — 1983
B.A., Economics, French
Maura Bilafer's Boston Financial Group Experience June 1988 - January 1992
Job Managing Director Asset Management
Industry Real Estate
Experience
CBRE Global Investors March 2015 - Present
Greystar June 2014 - March 2015
Riverstone Residential Group September 2009 - June 2014
Riverstone Residential Group January 2006 - August 2009
Trammell Crow Residential 1998 - 2005
NHP / Aimco February 1996 - March 1998
NHP January 1992 - February 1996
Boston Financial Group June 1988 - January 1992
Skills
Leases, Property Management, Asset Management, Apartments, Disposition, Real Estate, Contract Negotiation, Team Building, Real Estate Development, Management, Due Diligence, Dispositions
Education
Harvard University 1984 — 1988
BA, History
Boston Latin Academy
CBRE Global Investors March 2015 - Present
Greystar June 2014 - March 2015
Riverstone Residential Group September 2009 - June 2014
Riverstone Residential Group January 2006 - August 2009
Trammell Crow Residential 1998 - 2005
NHP / Aimco February 1996 - March 1998
NHP January 1992 - February 1996
Boston Financial Group June 1988 - January 1992
Skills
Leases, Property Management, Asset Management, Apartments, Disposition, Real Estate, Contract Negotiation, Team Building, Real Estate Development, Management, Due Diligence, Dispositions
Education
Harvard University 1984 — 1988
BA, History
Boston Latin Academy
David S. Flad's Boston Financial Group Experience 1989 - 1998
Job The Schochet Companies
Industry Real Estate
Experience
The Schochet Companies June 2009 - Present
New Facets Consulting May 2005 - June 2009
JPI March 2007 - August 2008
The Copley Group October 1999 - May 2005
Boston Financial Group 1989 - 1998
Winthrop Financial Associates May 1984 - October 1989
City of Boston October 1983 - May 1984
MURAG 1981 - 1983
Skills
Real Estate, Property Management, Due Diligence, Disposition, Asset Management, Commercial Real Estate, Real Estate Transactions, Investment Properties, Affordable Housing, Leadership, Mergers & Acquisitions, Management, Portfolio Management, Project Management, Analysis
Education
Massachusetts Institute of Technology 1981 — 1983
Masters, City Planning - Real Estate Finance
Boston University 1977 — 1981
BA, Sociology and Psychology
LinWood Highschool 1974 — 1977
The Schochet Companies June 2009 - Present
New Facets Consulting May 2005 - June 2009
JPI March 2007 - August 2008
The Copley Group October 1999 - May 2005
Boston Financial Group 1989 - 1998
Winthrop Financial Associates May 1984 - October 1989
City of Boston October 1983 - May 1984
MURAG 1981 - 1983
Skills
Real Estate, Property Management, Due Diligence, Disposition, Asset Management, Commercial Real Estate, Real Estate Transactions, Investment Properties, Affordable Housing, Leadership, Mergers & Acquisitions, Management, Portfolio Management, Project Management, Analysis
Education
Massachusetts Institute of Technology 1981 — 1983
Masters, City Planning - Real Estate Finance
Boston University 1977 — 1981
BA, Sociology and Psychology
LinWood Highschool 1974 — 1977
Howard Present's Boston Financial Group Experience 1993 - 1996
Job Entrepreneur
Industry Investment Management
Experience
F-Squared Investments May 2006 - November 2014
Evergreen Investments 2002 - 2004
Putnam Investments 1996 - 2002
Boston Financial Group 1993 - 1996
Chase Manhattan Global Private Bank 1988 - 1993
Education
Emory University - Goizueta Business School 1986 — 1988
MBA
The University of Texas at Austin 1979 — 1984
BS Petroleum Engineering
F-Squared Investments May 2006 - November 2014
Evergreen Investments 2002 - 2004
Putnam Investments 1996 - 2002
Boston Financial Group 1993 - 1996
Chase Manhattan Global Private Bank 1988 - 1993
Education
Emory University - Goizueta Business School 1986 — 1988
MBA
The University of Texas at Austin 1979 — 1984
BS Petroleum Engineering
Beth-Ann Sieminski's Boston Financial Group Experience 1995 - 1998
Job Accounting Professional
Industry Information Technology and Services
Experience
TUV Rheinland of North America 2013 - 2014
Genzyme 2007 - 2012
Environmental Fire Protection, Inc. 2004 - 2007
Atari, Inc. 1998 - 2004
Boston Financial Group 1995 - 1998
Essex Partners 1994 - 1995
Skills
Revenue Recognition, Financial Analysis, Accounts Receivable, Sarbanes-Oxley Act, Internal Controls, Accounting, Financial Reporting, Sarbanes-Oxley, Auditing, US GAAP, Accruals, Account Reconciliation, Microsoft Excel, Process Improvement
Education
Salem State College 1999 — 2001
MBA
Isenberg School of Management, UMass Amherst 1990 — 1994
BBA, Accounting
TUV Rheinland of North America 2013 - 2014
Genzyme 2007 - 2012
Environmental Fire Protection, Inc. 2004 - 2007
Atari, Inc. 1998 - 2004
Boston Financial Group 1995 - 1998
Essex Partners 1994 - 1995
Skills
Revenue Recognition, Financial Analysis, Accounts Receivable, Sarbanes-Oxley Act, Internal Controls, Accounting, Financial Reporting, Sarbanes-Oxley, Auditing, US GAAP, Accruals, Account Reconciliation, Microsoft Excel, Process Improvement
Education
Salem State College 1999 — 2001
MBA
Isenberg School of Management, UMass Amherst 1990 — 1994
BBA, Accounting
Michelle Magliozzi's Boston Financial Group Experience October 1995 - December 1999
Job Senior Portfolio Accountant at Colony Realty Partners
Industry Accounting
Experience
Colony Realty Partners, LLC May 2006 - Present
Spaulding & Slye Colliers December 1999 - May 2004
Boston Financial Group October 1995 - December 1999
Skills
Due Diligence, Financial Analysis, Financial Modeling, Financial Reporting, Cash Flow, Accounting, Private Equity, GAAP, Real Estate, Investments
Education
Assumption College 1986 — 1990
Bachelor of Arts (BA), Accounting
Colony Realty Partners, LLC May 2006 - Present
Spaulding & Slye Colliers December 1999 - May 2004
Boston Financial Group October 1995 - December 1999
Skills
Due Diligence, Financial Analysis, Financial Modeling, Financial Reporting, Cash Flow, Accounting, Private Equity, GAAP, Real Estate, Investments
Education
Assumption College 1986 — 1990
Bachelor of Arts (BA), Accounting
Jerry Ostrowski's Boston Financial Group Experience 1999 - 2002
Job Independent Real Estate Management Consulting Professional
Industry Management Consulting
Experience
Ostrowski Consulting 2002 - Present
Realfoundations 2003 - 2013
Boston Financial Group 1999 - 2002
Education
University of Southern California 1980 — 1982
Ostrowski Consulting 2002 - Present
Realfoundations 2003 - 2013
Boston Financial Group 1999 - 2002
Education
University of Southern California 1980 — 1982
Darren Nolette's Boston Financial Group Experience 1998 - 1999
Job Experienced Accounting Professional and Business Consultant
Industry Accounting
Experience
Winthrop Management November 2010 - Present
Barkan Management Co., Inc. November 2007 - February 2010
Weld Management Company, Inc. August 2005 - November 2007
Weld Management Company, Inc. August 2004 - August 2005
WinnCompanies 2001 - 2004
Leggat McCall Properties November 1999 - March 2001
BOSTON FINANCIAL GROUP 1998 - 1999
MGI Properties 1997 - 1998
Skills
Financial Analysis, Accounting, Account Reconciliation, Management, Finance, Financial Reporting, Analysis, General Ledger, QuickBooks, Variance Analysis, Leadership, Forecasting, Internal Controls, Accounts Receivable, Accounts Payable, Due Diligence, Financial Modeling, US GAAP, Financial Accounting, Budgets, Auditing, Financial Statements, GAAP, Cash Flow, Sarbanes-Oxley Act, Real Estate, Real Estate Development, Asset Management, Property Management, Cash Management, Business Strategy, Yardi Voyager, Sage Timberline Office, MRI Software, Time Management, Process Improvement, Policy Writing, Supervisory Experience, Financial Audits, Lease Administration, AvidXchange, OneSite, Fortis, Microsoft Excel, Accounting System, Commercial Real Estate, Affordable Housing
Education
University of Massachusetts at Lowell 1990 — 1994
BA
Winthrop Management November 2010 - Present
Barkan Management Co., Inc. November 2007 - February 2010
Weld Management Company, Inc. August 2005 - November 2007
Weld Management Company, Inc. August 2004 - August 2005
WinnCompanies 2001 - 2004
Leggat McCall Properties November 1999 - March 2001
BOSTON FINANCIAL GROUP 1998 - 1999
MGI Properties 1997 - 1998
Skills
Financial Analysis, Accounting, Account Reconciliation, Management, Finance, Financial Reporting, Analysis, General Ledger, QuickBooks, Variance Analysis, Leadership, Forecasting, Internal Controls, Accounts Receivable, Accounts Payable, Due Diligence, Financial Modeling, US GAAP, Financial Accounting, Budgets, Auditing, Financial Statements, GAAP, Cash Flow, Sarbanes-Oxley Act, Real Estate, Real Estate Development, Asset Management, Property Management, Cash Management, Business Strategy, Yardi Voyager, Sage Timberline Office, MRI Software, Time Management, Process Improvement, Policy Writing, Supervisory Experience, Financial Audits, Lease Administration, AvidXchange, OneSite, Fortis, Microsoft Excel, Accounting System, Commercial Real Estate, Affordable Housing
Education
University of Massachusetts at Lowell 1990 — 1994
BA
Nancy (Lemke) Watson's Boston Financial Group Experience 1996 - 1997
Job Document Automation Specialist at DLA Document Services
Industry Executive Office
Experience
DLA Document Services February 2012 - Present
US Department of the Army December 2008 - February 2012
Karr Barth Private Client Group, LLC December 2007 - December 2008
Ascendia Brands August 2007 - October 2007
Brighter Solutions February 2007 - July 2007
Prudential New Jersey Properties 2004 - 2006
Prudential Gardner 1999 - 2003
Paragon Systems Inc 1997 - 1998
Boston Financial Group 1996 - 1997
PNY Electronics 1995 - 1996
Education
University of Phoenix
Johnson & Wales University 1985 — 1986
Culinary Arts
Madison County High School 1981 — 1985
Troy University
Associate’s Degree, Global Business Administration, 3.0
DLA Document Services February 2012 - Present
US Department of the Army December 2008 - February 2012
Karr Barth Private Client Group, LLC December 2007 - December 2008
Ascendia Brands August 2007 - October 2007
Brighter Solutions February 2007 - July 2007
Prudential New Jersey Properties 2004 - 2006
Prudential Gardner 1999 - 2003
Paragon Systems Inc 1997 - 1998
Boston Financial Group 1996 - 1997
PNY Electronics 1995 - 1996
Education
University of Phoenix
Johnson & Wales University 1985 — 1986
Culinary Arts
Madison County High School 1981 — 1985
Troy University
Associate’s Degree, Global Business Administration, 3.0
Deb Dellafera's Boston Financial Group Experience 1982 - 1999
Job Coowner at Custom Seasonings, Inc
Industry Food Production
Experience
Custom Seasonings, Inc January 2009 - Present
MMA Financial October 2003 - January 2009
Lend Lease 2000 - 2002
Boston Financial Group 1982 - 1999
Education
Northeastern University
Custom Seasonings, Inc January 2009 - Present
MMA Financial October 2003 - January 2009
Lend Lease 2000 - 2002
Boston Financial Group 1982 - 1999
Education
Northeastern University
Tim Fluetsch's Boston Financial Group Experience June 1994 - August 1999
Job Vice President at Dawson Holdings, Inc.
Industry Real Estate
Experience
Dawson Holdings, Inc. November 2000 - Present
Kaufman and Broad Multifamily Housing August 1999 - October 2000
Boston Financial Group June 1994 - August 1999
Aldrich Eastman Waltch May 1989 - June 1994
Skills
Commercial Real Estate, Acquisitions, Property, Negotiation, Leases, Real Estate Economics, Real Estate Transactions, Asset Managment, Disposition, Valuation, Business Development, Finance, Asset Management, Financial Analysis, Dispositions, Due Diligence, Investment Properties, Investments, Real Estate, Real Estate Development, Real Estate Financing
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Finance, Real Estate
University of California, Berkeley 1976 — 1980
A.B., Economics
Dawson Holdings, Inc. November 2000 - Present
Kaufman and Broad Multifamily Housing August 1999 - October 2000
Boston Financial Group June 1994 - August 1999
Aldrich Eastman Waltch May 1989 - June 1994
Skills
Commercial Real Estate, Acquisitions, Property, Negotiation, Leases, Real Estate Economics, Real Estate Transactions, Asset Managment, Disposition, Valuation, Business Development, Finance, Asset Management, Financial Analysis, Dispositions, Due Diligence, Investment Properties, Investments, Real Estate, Real Estate Development, Real Estate Financing
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Finance, Real Estate
University of California, Berkeley 1976 — 1980
A.B., Economics
Derek Foster's Boston Financial Group Experience 1998 - 1999
Job Asset Manager at Stratford Capital Group
Industry Real Estate
Experience
Stratford Capital Group March 2009 - Present
MMA Financial 2003 - 2009
Lend Lease Real Estate Investments, Inc. 1999 - 2003
Boston Financial Group 1998 - 1999
CW Capital 1996 - 1998
Education
University of Massachusetts, Amherst
Stratford Capital Group March 2009 - Present
MMA Financial 2003 - 2009
Lend Lease Real Estate Investments, Inc. 1999 - 2003
Boston Financial Group 1998 - 1999
CW Capital 1996 - 1998
Education
University of Massachusetts, Amherst
Peggy DeMuth's Boston Financial Group Experience 1984 - 1985
Job Commercial Real Estate Asset Manager
Industry Real Estate
Experience
AEW Capital Management 2007 - 2009
Deutsche Bank Berkshire Mortgage 1993 - 2007
First Winthrop Corp 1987 - 1993
Claremont Financial Services 1985 - 1987
Boston Financial Group 1984 - 1985
Education
Simmons College - Simmons School of Management 1982 — 1983
MBA
AEW Capital Management 2007 - 2009
Deutsche Bank Berkshire Mortgage 1993 - 2007
First Winthrop Corp 1987 - 1993
Claremont Financial Services 1985 - 1987
Boston Financial Group 1984 - 1985
Education
Simmons College - Simmons School of Management 1982 — 1983
MBA
Thomas A. Steele's Boston Financial Group Experience 1997 - 2000
Job Chairman at A.D. Makepeace
Industry Real Estate
Experience
A.D. Makepeace 1998 - Present
Development Concepts & Strategies,Inc 1991 - Present
Boston Financial Group 1997 - 2000
MIT Center For Real Estate 1990 - 1995
Perini Corporation 1972 - 1990
Skills
Real Estate, Real Estate Development, Investment Properties, Real Estate Economics, Property Management, Strategic Planning, Fundraising, Public Speaking, Entrepreneurship, Mergers & Acquisitions, Construction, Nonprofits, Marketing, Project Planning, Strategy
Education
Harvard Business School 1967 — 1969
MBA, Finance
Harvard University 1958 — 1962
BA, Psychology & Sociology
A.D. Makepeace 1998 - Present
Development Concepts & Strategies,Inc 1991 - Present
Boston Financial Group 1997 - 2000
MIT Center For Real Estate 1990 - 1995
Perini Corporation 1972 - 1990
Skills
Real Estate, Real Estate Development, Investment Properties, Real Estate Economics, Property Management, Strategic Planning, Fundraising, Public Speaking, Entrepreneurship, Mergers & Acquisitions, Construction, Nonprofits, Marketing, Project Planning, Strategy
Education
Harvard Business School 1967 — 1969
MBA, Finance
Harvard University 1958 — 1962
BA, Psychology & Sociology
Curtis Stafford's Boston Financial Group Experience October 1997 - November 1999
Job Vice President at George C. Stafford & Sons, Inc.
Industry Oil & Energy
Experience
George C. Stafford & Sons, Inc. May 2006 - Present
MMA Financial July 2003 - May 2006
Lend Lease Real Estate Investments November 1999 - June 2003
Boston Financial Group October 1997 - November 1999
Skills
Real Estate Economics, Financial Modeling, Project Management, Financial Analysis, Property Management, Asset Managment, Asset Management, Due Diligence, Portfolio Management, Structured Finance, Investments, Valuation, Acquisitions, Commercial Real Estate
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1997
MBA, Finance
Lehigh University 1991 — 1995
BS, Computer Engineering
George C. Stafford & Sons, Inc. May 2006 - Present
MMA Financial July 2003 - May 2006
Lend Lease Real Estate Investments November 1999 - June 2003
Boston Financial Group October 1997 - November 1999
Skills
Real Estate Economics, Financial Modeling, Project Management, Financial Analysis, Property Management, Asset Managment, Asset Management, Due Diligence, Portfolio Management, Structured Finance, Investments, Valuation, Acquisitions, Commercial Real Estate
Education
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1997
MBA, Finance
Lehigh University 1991 — 1995
BS, Computer Engineering
Catherine Arkins's Boston Financial Group Experience January 1986 - October 1995
Job Varsity Lacrosse Coach at Melrose High School
Industry Recreational Facilities and Services
Experience
Melrose High School March 2008 - Present
Bass River Golf Management 2008 - 2010
Boston Financial Group January 1986 - October 1995
Skills
Strategic Planning, Customer Service, Contract Negotiation, Process Improvement, Sales, Analysis, Finance, Microsoft Excel, Financial Analysis, Public Relations
Education
Suffolk University 1981 — 1985
Master of Business Administration (M.B.A.), Finance, General
College of the Holy Cross 1976 — 1980
Bachelor of Arts (B.A.), Economics
Melrose High School March 2008 - Present
Bass River Golf Management 2008 - 2010
Boston Financial Group January 1986 - October 1995
Skills
Strategic Planning, Customer Service, Contract Negotiation, Process Improvement, Sales, Analysis, Finance, Microsoft Excel, Financial Analysis, Public Relations
Education
Suffolk University 1981 — 1985
Master of Business Administration (M.B.A.), Finance, General
College of the Holy Cross 1976 — 1980
Bachelor of Arts (B.A.), Economics
Lisa Marquis's Boston Financial Group Experience October 1995 - December 1996
Job Manager of Operations at Nucleus Research
Industry Information Technology and Services
Experience
Nucleus Research July 2013 - Present
High Gear Jewelry March 2006 - October 2011
Optical House February 2004 - February 2006
FSP Investments LLC January 1997 - December 2003
Boston Financial Group October 1995 - December 1996
Skills
Customer Service, Office Administration, Office Management, Front Office Development, Investor Relations, Sales, Customer Satisfaction, Time Management, Networking, Leadership
Education
Endicott College 1982 — 1984
Associate of Science (A.S.), Computer Science
Nucleus Research July 2013 - Present
High Gear Jewelry March 2006 - October 2011
Optical House February 2004 - February 2006
FSP Investments LLC January 1997 - December 2003
Boston Financial Group October 1995 - December 1996
Skills
Customer Service, Office Administration, Office Management, Front Office Development, Investor Relations, Sales, Customer Satisfaction, Time Management, Networking, Leadership
Education
Endicott College 1982 — 1984
Associate of Science (A.S.), Computer Science