Broadreach Capital Partners
Industry: Company
DescriptionFounded: 2002
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Broadreach Capital Partners Employees
Employee
Years
Job
Industry
Larry Montalvo Larry Montalvo's Broadreach Capital Partners Experience November 2004 - February 2010
Job Accountant at Intelight Inc.
Industry Nonprofit Organization Management
Experience
Intelight Inc. December 2014 - Present
MidPen Housing December 2010 - July 2014
Architecture for Humanity April 2010 - December 2010
Broadreach Capital Partners November 2004 - February 2010
Orchard Commercial, Inc. January 2004 - October 2004
Legacy Partners November 2001 - December 2002
Spieker Properties March 1997 - October 2001
Skills
Account Reconciliation, General Ledger, Variance Analysis, Fixed Assets, Auditing, Consolidation, Accounts Payable, Accounts Receivable, Project Planning, Accounting, Budgets, Financial Analysis, Microsoft Excel, Microsoft Office, Nonprofits
Education
California State University-Fresno
Bachelor of Science (BS), Industrial Technology - Construction
Foothill College
Intelight Inc. December 2014 - Present
MidPen Housing December 2010 - July 2014
Architecture for Humanity April 2010 - December 2010
Broadreach Capital Partners November 2004 - February 2010
Orchard Commercial, Inc. January 2004 - October 2004
Legacy Partners November 2001 - December 2002
Spieker Properties March 1997 - October 2001
Skills
Account Reconciliation, General Ledger, Variance Analysis, Fixed Assets, Auditing, Consolidation, Accounts Payable, Accounts Receivable, Project Planning, Accounting, Budgets, Financial Analysis, Microsoft Excel, Microsoft Office, Nonprofits
Education
California State University-Fresno
Bachelor of Science (BS), Industrial Technology - Construction
Foothill College
Shannon Karleen Shannon Karleen's Broadreach Capital Partners Experience June 2008 - April 2013
Job Assistant to Property Management, Operations & Leasing Development at Macerich
Industry Real Estate
Experience
Macerich June 2015 - Present
Cabrillo College, HR Department (Temporary Position) February 2015 - April 2015
Granite Construction, IT Department (Temporary Position) December 2014 - February 2015
Sequoia Capital Global Equities May 2013 - September 2014
Broadreach Capital Partners June 2008 - April 2013
Skills
Word, Excel, PowerPoint, Microsoft Office, Customer Service, Customer Relations, Outlook, Oracle Applications, Salesforce.com, CTI, Yardi, Microsoft Dynamics GP, Lync, Event Planning, Event Management, Travel Planning, Travel Arrangements, Expense Reports, Administrative..., Vendor Relations, Research, Online Research, Multi-line Phone, Phone Screening, Google Docs, Google Maps, Google Earth, Google Chrome, Accounts Payable, Calendaring
Education
University of Arizona 2000 — 2004
Bachelor of Arts (BA), Spanish Language and Literature
Macerich June 2015 - Present
Cabrillo College, HR Department (Temporary Position) February 2015 - April 2015
Granite Construction, IT Department (Temporary Position) December 2014 - February 2015
Sequoia Capital Global Equities May 2013 - September 2014
Broadreach Capital Partners June 2008 - April 2013
Skills
Word, Excel, PowerPoint, Microsoft Office, Customer Service, Customer Relations, Outlook, Oracle Applications, Salesforce.com, CTI, Yardi, Microsoft Dynamics GP, Lync, Event Planning, Event Management, Travel Planning, Travel Arrangements, Expense Reports, Administrative..., Vendor Relations, Research, Online Research, Multi-line Phone, Phone Screening, Google Docs, Google Maps, Google Earth, Google Chrome, Accounts Payable, Calendaring
Education
University of Arizona 2000 — 2004
Bachelor of Arts (BA), Spanish Language and Literature
Molly Sandman Molly Sandman's Broadreach Capital Partners Experience August 2006 - April 2012
Job Community Support Manager at ShopStyle for POPSUGAR
Industry Retail
Experience
POPSUGAR August 2015 - Present
Bar Method SF Marina January 2010 - Present
Wanelo March 2015 - July 2015
Uber July 2014 - February 2015
Sprout San Francisco February 2013 - March 2014
Broadreach Capital Partners August 2006 - April 2012
Pelikan Technologies April 2004 - August 2006
California Business Roundtable September 2002 - March 2004
Skills
Mac OS, Salesforce.com, Micro, Magento, MindBody, Zendesk, Hip Chat, Photoshop, Human Resources, Management, Customer Service, Event Planning, Leadership, Public Speaking, Social Media, Marketing Strategy, Social Media Marketing, Social Networking, Sales, Interviews, Marketing, Event Management, Microsoft Office, Facebook, Marketing Communications
Education
California Polytechnic State University-San Luis Obispo 1996 — 2001
Journalism in Environmental Horticulture
POPSUGAR August 2015 - Present
Bar Method SF Marina January 2010 - Present
Wanelo March 2015 - July 2015
Uber July 2014 - February 2015
Sprout San Francisco February 2013 - March 2014
Broadreach Capital Partners August 2006 - April 2012
Pelikan Technologies April 2004 - August 2006
California Business Roundtable September 2002 - March 2004
Skills
Mac OS, Salesforce.com, Micro, Magento, MindBody, Zendesk, Hip Chat, Photoshop, Human Resources, Management, Customer Service, Event Planning, Leadership, Public Speaking, Social Media, Marketing Strategy, Social Media Marketing, Social Networking, Sales, Interviews, Marketing, Event Management, Microsoft Office, Facebook, Marketing Communications
Education
California Polytechnic State University-San Luis Obispo 1996 — 2001
Journalism in Environmental Horticulture
Karen Littell Karen Littell's Broadreach Capital Partners Experience March 2002 - Present
Job Director of Investor Relations at Broadreach Capital Partners
Industry Real Estate
Experience
Broadreach Capital Partners March 2002 - Present
Spieker Properties July 1998 - July 2001
Montgomery Securities October 1994 - 1998
Education
University of California, San Diego 1989 — 1993
BA, Political Science
Broadreach Capital Partners March 2002 - Present
Spieker Properties July 1998 - July 2001
Montgomery Securities October 1994 - 1998
Education
University of California, San Diego 1989 — 1993
BA, Political Science
Jennifer Callenbach Jennifer Callenbach's Broadreach Capital Partners Experience April 2006 - December 2008
Job Regional Operations Manager at LBA Realty
Industry Commercial Real Estate
Experience
LBA Realty July 2012 - Present
Orchard Commercial, Inc. March 2009 - July 2012
Broadreach Capital Partners April 2006 - December 2008
CB Richard Ellis October 2004 - April 2006
Equity Office Properties July 2001 - September 2004
Spieker Properties June 1999 - July 2001
Skills
Lease Administration, Leases, Contract Negotiation, Real Estate Economics, Budgets, Yardi, Tenant, Management, Real Estate, Customer Service, Property Management, Disposition, Property, Corporate Real Estate, Commercial Real Estate, Lease Negotiations, Landlords, Asset Management, Contract Management, Real Estate Development, Facilities Management
Education
University of California, Santa Barbara 1993 — 1997
Business Economics, Economics, Accounting
LBA Realty July 2012 - Present
Orchard Commercial, Inc. March 2009 - July 2012
Broadreach Capital Partners April 2006 - December 2008
CB Richard Ellis October 2004 - April 2006
Equity Office Properties July 2001 - September 2004
Spieker Properties June 1999 - July 2001
Skills
Lease Administration, Leases, Contract Negotiation, Real Estate Economics, Budgets, Yardi, Tenant, Management, Real Estate, Customer Service, Property Management, Disposition, Property, Corporate Real Estate, Commercial Real Estate, Lease Negotiations, Landlords, Asset Management, Contract Management, Real Estate Development, Facilities Management
Education
University of California, Santa Barbara 1993 — 1997
Business Economics, Economics, Accounting
Anu Patnaik Ram Anu Patnaik Ram's Broadreach Capital Partners Experience December 2003 - Present
Job Office and Systems Manager at Broadreach Capital Partners
Industry Real Estate
Experience
Broadreach Capital Partners December 2003 - Present
Nextance Inc October 2000 - January 2003
Nextance, Inc 2000 - 2003
Education
De Anza College 2000 — 2000
AA, Journalism
Oberoi School of Hotel Management 1983 — 1985
Hotel Management, Hotel Management
Jadavpur University 1981 — 1983
Masters, English Literature
Jadavpur University 1978 — 1981
Bachelors, English Literature
Elphinstone College 1977 — 1978
English, Economics
Villa Theresa High School, Bombay 1968 — 1975
Broadreach Capital Partners December 2003 - Present
Nextance Inc October 2000 - January 2003
Nextance, Inc 2000 - 2003
Education
De Anza College 2000 — 2000
AA, Journalism
Oberoi School of Hotel Management 1983 — 1985
Hotel Management, Hotel Management
Jadavpur University 1981 — 1983
Masters, English Literature
Jadavpur University 1978 — 1981
Bachelors, English Literature
Elphinstone College 1977 — 1978
English, Economics
Villa Theresa High School, Bombay 1968 — 1975
Matt Howell Matt Howell's Broadreach Capital Partners Experience June 2008 - September 2008
Job Director at Lincoln Property Company
Industry Real Estate
Experience
Lincoln Property Company March 2014 - Present
American Realty Advisors January 2012 - February 2014
BentleyForbes January 2010 - January 2012
Broadreach Capital Partners June 2008 - September 2008
Aptitude Development llc May 2005 - May 2008
Skills
Real Estate Development, Financial Modeling, Entitlements, LEED AP, Project Management, Green Building, Mezzanine, Due Diligence, Real Estate, Asset Managment, Mixed-use, Valuation
Education
Columbia University in the City of New York 2007 — 2008
Masters in Science of, Real Estate Development
Kansas State University 2000 — 2005
BARCH, Architecture
Lincoln Property Company March 2014 - Present
American Realty Advisors January 2012 - February 2014
BentleyForbes January 2010 - January 2012
Broadreach Capital Partners June 2008 - September 2008
Aptitude Development llc May 2005 - May 2008
Skills
Real Estate Development, Financial Modeling, Entitlements, LEED AP, Project Management, Green Building, Mezzanine, Due Diligence, Real Estate, Asset Managment, Mixed-use, Valuation
Education
Columbia University in the City of New York 2007 — 2008
Masters in Science of, Real Estate Development
Kansas State University 2000 — 2005
BARCH, Architecture
James Bosco James Bosco's Broadreach Capital Partners Experience July 2014 - Present
Job Investment Associate at Broadreach Capital Partners
Industry Real Estate
Experience
Broadreach Capital Partners July 2014 - Present
Broadreach Capital Partners May 2012 - June 2014
Prudential Real Estate Investors June 2011 - May 2012
J.P. Morgan June 2010 - August 2010
Skills
Real Estate, Real Estate Investment, Real Estate Finance, Financial Modeling, Financial Analysis, Valuation, Real Estate Economics, Investment Properties, Investments, Finance, Analysis, Due Diligence, Fixed Income, Portfolio Management, Private Equity
Education
Cornell University 2007 — 2011
Bachelor of Science, Hotel Administration
Broadreach Capital Partners July 2014 - Present
Broadreach Capital Partners May 2012 - June 2014
Prudential Real Estate Investors June 2011 - May 2012
J.P. Morgan June 2010 - August 2010
Skills
Real Estate, Real Estate Investment, Real Estate Finance, Financial Modeling, Financial Analysis, Valuation, Real Estate Economics, Investment Properties, Investments, Finance, Analysis, Due Diligence, Fixed Income, Portfolio Management, Private Equity
Education
Cornell University 2007 — 2011
Bachelor of Science, Hotel Administration
Ashby McElveen's Broadreach Capital Partners Experience March 2012 - July 2012
Job Private Equity and Investment Management Specialist
Industry Investment Management
Experience
Tiedemann Wealth Management March 2014 - July 2014
Berkeley Endowment Management Company May 2013 - August 2013
KG Consulting May 2012 - December 2012
Broadreach Capital Partners March 2012 - July 2012
Makena Capital April 2011 - July 2011
DivcoWest September 2006 - April 2009
Stanford Management Company July 2004 - June 2006
Morgan Stanley June 2001 - June 2004
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2014
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 1997 — 2001
BA
University of St. Andrews 2000 — 2000
JYA
The Lawrenceville School 1994 — 1997
HS Diploma
Tiedemann Wealth Management March 2014 - July 2014
Berkeley Endowment Management Company May 2013 - August 2013
KG Consulting May 2012 - December 2012
Broadreach Capital Partners March 2012 - July 2012
Makena Capital April 2011 - July 2011
DivcoWest September 2006 - April 2009
Stanford Management Company July 2004 - June 2006
Morgan Stanley June 2001 - June 2004
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2014
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 1997 — 2001
BA
University of St. Andrews 2000 — 2000
JYA
The Lawrenceville School 1994 — 1997
HS Diploma
Molly Sandman's Broadreach Capital Partners Experience 2006 - Present
Job Broadreach Capital Partners
Industry Real Estate
Experience
Broadreach Capital Partners 2006 - Present
Education
California Polytechnic State University-San Luis Obispo 1996 — 2001
Broadreach Capital Partners 2006 - Present
Education
California Polytechnic State University-San Luis Obispo 1996 — 2001
Craig Vought's Broadreach Capital Partners Experience 2003 - Present
Job Managing Director at Broadreach Capital Partners
Industry Real Estate
Experience
Broadreach Capital Partners 2003 - Present
Equity Office Properties (NYSE: EOP) 2001 - 2003
Spieker Properties, Inc. (NYSE: SPK) 1999 - 2001
Spieker Properties, Inc. 1995 - 1999
Spieker Properties, Inc. 1993 - 1995
Spieker Partners 1990 - 1993
Spieker Partners 1987 - 1990
Education
University of Pennsylvania - The Wharton School 1984 — 1986
Master of Business Administration (M.B.A.)
Trinity College-Hartford 1978 — 1982
Bachelor of Arts (BA), Economics
Broadreach Capital Partners 2003 - Present
Equity Office Properties (NYSE: EOP) 2001 - 2003
Spieker Properties, Inc. (NYSE: SPK) 1999 - 2001
Spieker Properties, Inc. 1995 - 1999
Spieker Properties, Inc. 1993 - 1995
Spieker Partners 1990 - 1993
Spieker Partners 1987 - 1990
Education
University of Pennsylvania - The Wharton School 1984 — 1986
Master of Business Administration (M.B.A.)
Trinity College-Hartford 1978 — 1982
Bachelor of Arts (BA), Economics
Lillian Kuo's Broadreach Capital Partners Experience March 2005 - April 2012
Job Senior Vice President at Shea Properties
Industry Real Estate
Experience
Shea Properties May 2012 - Present
Broadreach Capital Partners March 2005 - April 2012
CommonWealth Partners 2001 - 2005
Bain & Company September 1999 - 2001
Morgan Stanley 1994 - 1997
Skills
Real Estate Development, Leases, Real Estate Economics, Investment Properties
Education
Harvard Business School
MBA
Massachusetts Institute of Technology
BS, Management, Economics
Shea Properties May 2012 - Present
Broadreach Capital Partners March 2005 - April 2012
CommonWealth Partners 2001 - 2005
Bain & Company September 1999 - 2001
Morgan Stanley 1994 - 1997
Skills
Real Estate Development, Leases, Real Estate Economics, Investment Properties
Education
Harvard Business School
MBA
Massachusetts Institute of Technology
BS, Management, Economics
Elena Morera's Broadreach Capital Partners Experience 2006 - 2010
Job Owner/Photographer, Gregory Case Photography
Industry Photography
Experience
Human Resources Consultant January 2002 - Present
Gregory Case Photography 2002 - Present
Broadreach Capital Partners 2006 - 2010
Momentum 2003 - 2007
Avaya 2001 - 2002
General Magic 1996 - 2002
Skills
Photography, Quilting, Fiber Arts, art quilt, Commercial Photography, Portrait Photography, Event Photography, Travel Photography, corporate photography, Fine Art Photography, museum photography, Digital Photography, Architectural..., Editorial Photography
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1990 — 1994
Masters, Business
Human Resources Consultant January 2002 - Present
Gregory Case Photography 2002 - Present
Broadreach Capital Partners 2006 - 2010
Momentum 2003 - 2007
Avaya 2001 - 2002
General Magic 1996 - 2002
Skills
Photography, Quilting, Fiber Arts, art quilt, Commercial Photography, Portrait Photography, Event Photography, Travel Photography, corporate photography, Fine Art Photography, museum photography, Digital Photography, Architectural..., Editorial Photography
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1990 — 1994
Masters, Business
Janet Lieu, CPA's Broadreach Capital Partners Experience July 2012 - December 2013
Job Corporate Accounting Manager at Amobee
Industry Accounting
Experience
Amobee April 2015 - Present
The Siegfried Group February 2014 - April 2015
Broadreach Capital Partners July 2012 - December 2013
Burr Pilger Mayer June 2007 - June 2012
Skills
Financial Reporting, Revenue Recognition, GAAP, Auditing, US GAAP, SEC filings, Internal Audit, CPA, Internal Controls, Finance, SEC Filings, Financial Accounting, Accounting, Financial Statements
Education
San Francisco State University
Amobee April 2015 - Present
The Siegfried Group February 2014 - April 2015
Broadreach Capital Partners July 2012 - December 2013
Burr Pilger Mayer June 2007 - June 2012
Skills
Financial Reporting, Revenue Recognition, GAAP, Auditing, US GAAP, SEC filings, Internal Audit, CPA, Internal Controls, Finance, SEC Filings, Financial Accounting, Accounting, Financial Statements
Education
San Francisco State University
Ken Reinke's Broadreach Capital Partners Experience January 2005 - Present
Job CFO at Broadreach Capital Partners
Industry Real Estate
Experience
Broadreach Capital Partners January 2005 - Present
Spieker Partners July 2001 - December 2004
Spieker Properties April 1996 - July 2001
Petrinovich Pugh & Company, LLP January 1990 - April 1996
Skills
Tax, Financial Reporting, Finance, Real Estate, Financial Analysis, Financial Modeling, Valuation, Real Estate Economics, Due Diligence, Financial Structuring, Asset Management, Management, Property Management
Education
Golden Gate University
MS, Taxation
San Jose State University
BS, Business Administration - Accounting
Broadreach Capital Partners January 2005 - Present
Spieker Partners July 2001 - December 2004
Spieker Properties April 1996 - July 2001
Petrinovich Pugh & Company, LLP January 1990 - April 1996
Skills
Tax, Financial Reporting, Finance, Real Estate, Financial Analysis, Financial Modeling, Valuation, Real Estate Economics, Due Diligence, Financial Structuring, Asset Management, Management, Property Management
Education
Golden Gate University
MS, Taxation
San Jose State University
BS, Business Administration - Accounting
Sarah Mancuso's Broadreach Capital Partners Experience 2007 - 2008
Job
Industry Real Estate
Experience
Ohana Real Estate Investors December 2008 - Present
Broadreach Capital Partners 2007 - 2008
Hines 2005 - 2007
Ernst & Young 2002 - 2005
Skills
Financial Analysis, Valuation, Due Diligence, Auditing, Real Estate Development, Real Estate, Leases, Real Estate Economics, Asset Management, Accounting, Financial Modeling, Disposition, Commercial Real Estate, Private Equity, Investments, Budgets
Education
University of Notre Dame - Mendoza College of Business 2002 — 2003
Master of Science (M.S.)
Marquette University 1998 — 2002
Bachelors, Finance
Ohana Real Estate Investors December 2008 - Present
Broadreach Capital Partners 2007 - 2008
Hines 2005 - 2007
Ernst & Young 2002 - 2005
Skills
Financial Analysis, Valuation, Due Diligence, Auditing, Real Estate Development, Real Estate, Leases, Real Estate Economics, Asset Management, Accounting, Financial Modeling, Disposition, Commercial Real Estate, Private Equity, Investments, Budgets
Education
University of Notre Dame - Mendoza College of Business 2002 — 2003
Master of Science (M.S.)
Marquette University 1998 — 2002
Bachelors, Finance
Nikhil Rajappan's Broadreach Capital Partners Experience 2006 - 2008
Job Owner/Operator
Industry Entertainment
Experience
Self-employed March 2011 - Present
Self-employed 2011 - Present
Broadreach Capital Partners 2006 - 2008
RealAdvisor Inc. 2005 - 2006
Skills
Communication Skills, Client Relations Skills, Customer Service, Social Media Marketing, Guerrilla Marketing, Operating Budgets, Project Management, Microsoft Word, Microsoft Excel, Promotions, Negotiation, New Business Development, Brand Development, Brand Management
Education
Santa Barbara City College 2008 — 2010
Self-employed March 2011 - Present
Self-employed 2011 - Present
Broadreach Capital Partners 2006 - 2008
RealAdvisor Inc. 2005 - 2006
Skills
Communication Skills, Client Relations Skills, Customer Service, Social Media Marketing, Guerrilla Marketing, Operating Budgets, Project Management, Microsoft Word, Microsoft Excel, Promotions, Negotiation, New Business Development, Brand Development, Brand Management
Education
Santa Barbara City College 2008 — 2010
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY