Capital Associates
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Capital Associates Employees
Employee
Years
Job
Industry
Mary Tate Staples Mary Tate Staples's Capital Associates Experience January 1991 - January 1992
Job at Preferred Credit, Inc.
Industry Financial Services
Experience
Preferred Credit Inc. September 2010 - August 2015
Chamber of Commerce Cold Spring, MN 2008 - 2010
Fidelity National Financial May 1995 - November 2005
First Concord Acceptance January 1992 - January 1995
Capital Associates January 1991 - January 1992
First Centennial January 1989 - January 1991
General Electric Credit Corporation January 1988 - January 1989
Coca-Cola January 1987 - January 1988
Skills
Strategy, Credit, Financial Reporting, Finance, Analysis, Portfolio Management, Due Diligence, Marketing, Accounting, Time Management, Customer Service, Risk Management, Sales, Financial Analysis, Loans, Banking, Management, Forecasting
Education
University of Denver
BABA, Business Administration, Emphasis in Finance
University of Denver
Bachelor's Degree, Business Administration; Finance
Broomfield
Preferred Credit Inc. September 2010 - August 2015
Chamber of Commerce Cold Spring, MN 2008 - 2010
Fidelity National Financial May 1995 - November 2005
First Concord Acceptance January 1992 - January 1995
Capital Associates January 1991 - January 1992
First Centennial January 1989 - January 1991
General Electric Credit Corporation January 1988 - January 1989
Coca-Cola January 1987 - January 1988
Skills
Strategy, Credit, Financial Reporting, Finance, Analysis, Portfolio Management, Due Diligence, Marketing, Accounting, Time Management, Customer Service, Risk Management, Sales, Financial Analysis, Loans, Banking, Management, Forecasting
Education
University of Denver
BABA, Business Administration, Emphasis in Finance
University of Denver
Bachelor's Degree, Business Administration; Finance
Broomfield
Ford Griswold Ford Griswold's Capital Associates Experience June 1994 - August 1996
Job Senior Vice President at Bayside Realty Partners
Industry Commercial Real Estate
Experience
Bayside Realty Partners June 2010 - Present
CB Richard Ellis September 2006 - February 2010
Commercial Carolina Corporation August 2004 - September 2006
Spectrum Properties LLC October 2001 - July 2004
Duke Realty Corporation April 1999 - September 2001
Highwoods Properties September 1996 - April 1999
Capital Associates June 1994 - August 1996
Meridian VAT Reclaim 1992 - 1994
Cornish & Carey Commercial March 1990 - October 1992
Coldwell Banker Commercial December 1980 - March 1990
Skills
Corporate Real Estate, Real Estate, Program Management, Customer Service, LEED, Corporate Relocation, Tenant Representation, Real Estate Transactions, Medical Real Estate, Landlord/Tenant Matters, Landlord/tenant Issues, Landlord representation, Landlords, Healthcare Real Estate, Brokerage, Commercial Real Estate, Dispositions, Contract Negotiation, Leases, Tenant
Education
Menlo College 1977 — 1981
BS, Business Administration
Bayside Realty Partners June 2010 - Present
CB Richard Ellis September 2006 - February 2010
Commercial Carolina Corporation August 2004 - September 2006
Spectrum Properties LLC October 2001 - July 2004
Duke Realty Corporation April 1999 - September 2001
Highwoods Properties September 1996 - April 1999
Capital Associates June 1994 - August 1996
Meridian VAT Reclaim 1992 - 1994
Cornish & Carey Commercial March 1990 - October 1992
Coldwell Banker Commercial December 1980 - March 1990
Skills
Corporate Real Estate, Real Estate, Program Management, Customer Service, LEED, Corporate Relocation, Tenant Representation, Real Estate Transactions, Medical Real Estate, Landlord/Tenant Matters, Landlord/tenant Issues, Landlord representation, Landlords, Healthcare Real Estate, Brokerage, Commercial Real Estate, Dispositions, Contract Negotiation, Leases, Tenant
Education
Menlo College 1977 — 1981
BS, Business Administration
Cory Cason Cory Cason's Capital Associates Experience February 1999 - May 2000
Job Account Executive – The Smith Group
Industry Banking
Experience
Aurora Bank FSB February 2005 - July 2012
Greenpoint Credit May 2000 - January 2005
Capital Associates February 1999 - May 2000
RE/MAX International May 1996 - March 1997
First Bank Systems d/b/a Colorado National Bank February 1990 - March 1996
Skills
Banking, Loans, Credit, Mortgage Lending, Commercial Lending, Mortgage Banking, Commercial Banking, Loan Origination, Credit Analysis, Small Business Lending, Loss Mitigation, Retail Banking, Consumer Lending, Portfolio Management, Loan Servicing, Credit Risk, Financial Services
Education
Metropolitan State College of Denver 1985 — 1989
Journalism/English
Aurora Bank FSB February 2005 - July 2012
Greenpoint Credit May 2000 - January 2005
Capital Associates February 1999 - May 2000
RE/MAX International May 1996 - March 1997
First Bank Systems d/b/a Colorado National Bank February 1990 - March 1996
Skills
Banking, Loans, Credit, Mortgage Lending, Commercial Lending, Mortgage Banking, Commercial Banking, Loan Origination, Credit Analysis, Small Business Lending, Loss Mitigation, Retail Banking, Consumer Lending, Portfolio Management, Loan Servicing, Credit Risk, Financial Services
Education
Metropolitan State College of Denver 1985 — 1989
Journalism/English
Denise Burchett Denise Burchett's Capital Associates Experience August 2006 - Present
Job Controller at Capital Associates
Industry Real Estate
Experience
Capital Associates August 2006 - Present
Thomas, Judy & Tucker, P.A. 1997 - 2005
Skills
CPA, Corporate Tax, Accounting, General Ledger, Tax, Tax Preparation, Real Estate Transactions, Commercial Real Estate, Cost Segregation, Financial Statements, Income Tax, GAAP
Education
Meredith College 1977 — 1981
BS, Business
Capital Associates August 2006 - Present
Thomas, Judy & Tucker, P.A. 1997 - 2005
Skills
CPA, Corporate Tax, Accounting, General Ledger, Tax, Tax Preparation, Real Estate Transactions, Commercial Real Estate, Cost Segregation, Financial Statements, Income Tax, GAAP
Education
Meredith College 1977 — 1981
BS, Business
David Middleton David Middleton's Capital Associates Experience 1989 - 1990
Job Marketer Strategist Entrepreneur Speaker Listener
Industry Executive Office
Experience
YourOffice USA January 2011 - Present
CEO Focus 2008 - 2010
ALLIANCE Business Centers NETWORK 2005 - 2008
French/West/Vaughan 2003 - 2005
Mid-Eye Strategic Marketing & PR 2001 - 2003
EPCOR Business Centers 1990 - 2001
Capital Associates 1989 - 1990
The Linpro Company 1985 - 1989
Highwoods Properties 1983 - 1985
Skills
Strategic Planning, Entrepreneurship, Real Estate, Public Relations, New Business Development, Business Development, Team Building, Sales, Start-ups, Marketing Strategy, Marketing, Social Media, Business Strategy, Small Business, Management Consulting, Contract Negotiation, CRM, Project Management, Management, Leadership, Negotiation, Operations Management, Commercial Real Estate, Budgets, Strategy, Executive Management, Strategic Partnerships, Public Speaking
Education
Wake Forest University 1977 — 1981
B.A., political science
North Carolina State University
graduate program, Public Affairs
YourOffice USA January 2011 - Present
CEO Focus 2008 - 2010
ALLIANCE Business Centers NETWORK 2005 - 2008
French/West/Vaughan 2003 - 2005
Mid-Eye Strategic Marketing & PR 2001 - 2003
EPCOR Business Centers 1990 - 2001
Capital Associates 1989 - 1990
The Linpro Company 1985 - 1989
Highwoods Properties 1983 - 1985
Skills
Strategic Planning, Entrepreneurship, Real Estate, Public Relations, New Business Development, Business Development, Team Building, Sales, Start-ups, Marketing Strategy, Marketing, Social Media, Business Strategy, Small Business, Management Consulting, Contract Negotiation, CRM, Project Management, Management, Leadership, Negotiation, Operations Management, Commercial Real Estate, Budgets, Strategy, Executive Management, Strategic Partnerships, Public Speaking
Education
Wake Forest University 1977 — 1981
B.A., political science
North Carolina State University
graduate program, Public Affairs
James Gaspard James Gaspard's Capital Associates Experience 1997 - 1998
Job EVP Business Development at Biochar Now, LLC
Industry Renewables & Environment
Experience
Biochar Now LLC 2012 - Present
DesignLine USA 2006 - 2012
Leading Edge Transport Systems 2005 - 2006
AirServ Corporation 2004 - 2005
Champion Bus 2003 - 2004
Neoplan USA 1998 - 2003
Capital Associates 1997 - 1998
Amplicon 1996 - 1997
Kansas City Southern 1979 - 1989
Skills
Strategy, Energy, Renewable Energy, Analysis, Environmental Awareness, Marketing, Business Strategy, Sustainability, New Business Development, Entrepreneurship, Start-ups, Business Development, Strategic Planning, Management, Mergers, Cross-functional Team..., Sustainable Development, Public Speaking, Climate Change, Corporate Social...
Education
The University of Texas at Austin 1992 — 1996
JD/MBA with Honors
Texas A&M University-Commerce 1989 — 1991
Bachelor's degree, Political Science, High Honors and Academic Distinction
Biochar Now LLC 2012 - Present
DesignLine USA 2006 - 2012
Leading Edge Transport Systems 2005 - 2006
AirServ Corporation 2004 - 2005
Champion Bus 2003 - 2004
Neoplan USA 1998 - 2003
Capital Associates 1997 - 1998
Amplicon 1996 - 1997
Kansas City Southern 1979 - 1989
Skills
Strategy, Energy, Renewable Energy, Analysis, Environmental Awareness, Marketing, Business Strategy, Sustainability, New Business Development, Entrepreneurship, Start-ups, Business Development, Strategic Planning, Management, Mergers, Cross-functional Team..., Sustainable Development, Public Speaking, Climate Change, Corporate Social...
Education
The University of Texas at Austin 1992 — 1996
JD/MBA with Honors
Texas A&M University-Commerce 1989 — 1991
Bachelor's degree, Political Science, High Honors and Academic Distinction
Scott Mettler Scott Mettler's Capital Associates Experience July 1997 - April 2013
Job Commercial Broker and Property Manager
Industry Commercial Real Estate
Experience
Hunter and Associates June 2014 - Present
Reedy Creek Properties May 2013 - June 2014
Capital Associates July 1997 - April 2013
Skills
Lease Administration, Tenant, Property Management, Commercial Real Estate, Brokerage, Office Management, CAM Reconciliation, Tenant Improvement, Budgets, Construction Management, Due Diligence, Contract Management, Contract Negotiation, Facilities Management, Landlords, Lease Negotiations, Corporate Real Estate, Leases, Microsoft Office, Customer Service, Real Estate Transactions, Location Intelligence, Disposition, Real Estate Economics, Shopping Centers, Real Estate, Real Estate Development, Tenant Representation
Education
Duke University 1983 — 1986
B.A., Economics
Hunter and Associates June 2014 - Present
Reedy Creek Properties May 2013 - June 2014
Capital Associates July 1997 - April 2013
Skills
Lease Administration, Tenant, Property Management, Commercial Real Estate, Brokerage, Office Management, CAM Reconciliation, Tenant Improvement, Budgets, Construction Management, Due Diligence, Contract Management, Contract Negotiation, Facilities Management, Landlords, Lease Negotiations, Corporate Real Estate, Leases, Microsoft Office, Customer Service, Real Estate Transactions, Location Intelligence, Disposition, Real Estate Economics, Shopping Centers, Real Estate, Real Estate Development, Tenant Representation
Education
Duke University 1983 — 1986
B.A., Economics
Katie Manning Katie Manning's Capital Associates Experience December 2010 - August 2011
Job Marketing Director at Cambridge Village of Apex
Industry Marketing and Advertising
Experience
Cambridge Village of Apex July 2013 - Present
ACT Medical Group December 2012 - July 2013
Carillon Assisted Living August 2011 - November 2012
Capital Associates December 2010 - August 2011
PRG Real Estate Management October 2009 - 2010
PRG Real Estate October 2008 - October 2009
PRG Real Estate Management October 2007 - September 2008
Skills
Marketing, Sales, Management, Property Management, Customer Service, Time Management, Multi Tasking, Leadership, Team Building, Teamwork, Long-term Care, Assisted Living, Admissions, Recruiting, Technical Recruiting, Account Management, Business Development, Event Planning, Sales Management
Education
University of Kentucky 2005 — 2008
Marketing, Business Management
UNSW Australia 2007 — 2007
Marketing, International Marketing
Cambridge Village of Apex July 2013 - Present
ACT Medical Group December 2012 - July 2013
Carillon Assisted Living August 2011 - November 2012
Capital Associates December 2010 - August 2011
PRG Real Estate Management October 2009 - 2010
PRG Real Estate October 2008 - October 2009
PRG Real Estate Management October 2007 - September 2008
Skills
Marketing, Sales, Management, Property Management, Customer Service, Time Management, Multi Tasking, Leadership, Team Building, Teamwork, Long-term Care, Assisted Living, Admissions, Recruiting, Technical Recruiting, Account Management, Business Development, Event Planning, Sales Management
Education
University of Kentucky 2005 — 2008
Marketing, Business Management
UNSW Australia 2007 — 2007
Marketing, International Marketing
Maria Moon Maria Moon's Capital Associates Experience July 1999 - Present
Job Property Management Administrator at Capital Associates
Industry Commercial Real Estate
Experience
Capital Associates July 1999 - Present
Walmart 1994 - 1998
SWVLAC-Southern WV Library Assoc Corp 1989 - 1992
Skills
Real Estate, Facilities Management, Property Management, Customer Service, Leases, Database Design, Database Administration, Data Management, Real Estate Development, Budgets, Management, Office Management, Project Management, Leadership, Microsoft Office, Contract Management, Sales, Strategic Planning, Negotiation, Contract Negotiation, Location Intelligence, Asset Management, Time Management, Commercial Real Estate, Construction
Education
University of North Carolina at Chapel Hill
BS, Computer Science
Capital Associates July 1999 - Present
Walmart 1994 - 1998
SWVLAC-Southern WV Library Assoc Corp 1989 - 1992
Skills
Real Estate, Facilities Management, Property Management, Customer Service, Leases, Database Design, Database Administration, Data Management, Real Estate Development, Budgets, Management, Office Management, Project Management, Leadership, Microsoft Office, Contract Management, Sales, Strategic Planning, Negotiation, Contract Negotiation, Location Intelligence, Asset Management, Time Management, Commercial Real Estate, Construction
Education
University of North Carolina at Chapel Hill
BS, Computer Science
Amy E. Carroll, MBA Amy E. Carroll, MBA's Capital Associates Experience February 2007 - March 2012
Job Senior Real Estate Manager at CBRE
Industry Commercial Real Estate
Experience
CBRE January 2014 - Present
Avison Young RDU April 2012 - January 2014
Durham Technical Community College August 2012 - May 2013
Capital Associates February 2007 - March 2012
Carroll Homes July 2004 - February 2007
General Services Corporation June 1996 - July 2004
Skills
Contract Negotiation, Contract Management, Real Estate, Asset Managment, Team Building, Team Leadership, Corporate Communications, Construction Management, Location Intelligence, Property Management, Negotiation, Landlords, Leases, Due Diligence, Asset Management, Customer Service, Disposition, Residential Homes, Commercial Real Estate, Microsoft Word, Real Estate Transactions, Real Estate Development, Sellers, Buyer Representation, Corporate Real Estate, Strategic Planning, Leadership, Lease Administration, Investment Properties, Shopping Centers, Property, Real Estate Economics, Brokerage, MRI Software, Tenant Representation, Lease Negotiations, Commercial Leasing, Tenant, Land Acquisition, Dispositions
Education
Meredith College 2009 — 2011
MBA, Masters of Business Administration
University of North Carolina at Chapel Hill 1999 — 2003
Bachelors, Management and Society & Sociology (Double Major)
Cary Leadership
Orange High School
CBRE January 2014 - Present
Avison Young RDU April 2012 - January 2014
Durham Technical Community College August 2012 - May 2013
Capital Associates February 2007 - March 2012
Carroll Homes July 2004 - February 2007
General Services Corporation June 1996 - July 2004
Skills
Contract Negotiation, Contract Management, Real Estate, Asset Managment, Team Building, Team Leadership, Corporate Communications, Construction Management, Location Intelligence, Property Management, Negotiation, Landlords, Leases, Due Diligence, Asset Management, Customer Service, Disposition, Residential Homes, Commercial Real Estate, Microsoft Word, Real Estate Transactions, Real Estate Development, Sellers, Buyer Representation, Corporate Real Estate, Strategic Planning, Leadership, Lease Administration, Investment Properties, Shopping Centers, Property, Real Estate Economics, Brokerage, MRI Software, Tenant Representation, Lease Negotiations, Commercial Leasing, Tenant, Land Acquisition, Dispositions
Education
Meredith College 2009 — 2011
MBA, Masters of Business Administration
University of North Carolina at Chapel Hill 1999 — 2003
Bachelors, Management and Society & Sociology (Double Major)
Cary Leadership
Orange High School
Kathy Nowack Worm Kathy Nowack Worm's Capital Associates Experience 1995 - 1997
Job Board of Advisors at Arts Together
Industry Legal Services
Experience
Arts Together 2015 - Present
The Raleigh School July 2014 - Present
The Worm Law Firm, PC January 2009 - Present
Board of Directors- Arts Together 2009 - 2015
The Initiative to Educate Afghan Women July 2013 - November 2014
The Sunflower Initiative January 2012 - January 2014
The Cybele Group, Inc. December 2010 - December 2012
BJAC 2003 - 2009
Hutchison Law Group, PLLC 1997 - 2009
Capital Associates 1995 - 1997
Education
Emory University School of Law 1987 — 1990
JD
Randolph-Macon Woman's College 1978 — 1982
Bachelor of Arts, Economics
Emmaus High School 1974 — 1978
Arts Together 2015 - Present
The Raleigh School July 2014 - Present
The Worm Law Firm, PC January 2009 - Present
Board of Directors- Arts Together 2009 - 2015
The Initiative to Educate Afghan Women July 2013 - November 2014
The Sunflower Initiative January 2012 - January 2014
The Cybele Group, Inc. December 2010 - December 2012
BJAC 2003 - 2009
Hutchison Law Group, PLLC 1997 - 2009
Capital Associates 1995 - 1997
Education
Emory University School of Law 1987 — 1990
JD
Randolph-Macon Woman's College 1978 — 1982
Bachelor of Arts, Economics
Emmaus High School 1974 — 1978
Wayne Singleton Wayne Singleton's Capital Associates Experience April 2012 - Present
Job Commercial Property Manager/Broker at Capital Associates
Industry Commercial Real Estate
Experience
Capital Associates April 2012 - Present
Boxer Property July 2010 - April 2012
Skills
Lease Administration, Leases, Tenant, Property Management, Disposition, Commercial Real Estate, Location Intelligence, Real Estate, Brokerage, Real Estate Development, Real Estate Economics, Corporate Real Estate, Lease Negotiations, Landlords, Yardi, Contract Negotiation, Shopping Centers, Contract Management, Facilities Management
Education
ASU
ICSC Management, Shopping Center Management
Pitt Community College
Business Management/OR Tech/EKG Tech, Business Administration and Management, General
Capital Associates April 2012 - Present
Boxer Property July 2010 - April 2012
Skills
Lease Administration, Leases, Tenant, Property Management, Disposition, Commercial Real Estate, Location Intelligence, Real Estate, Brokerage, Real Estate Development, Real Estate Economics, Corporate Real Estate, Lease Negotiations, Landlords, Yardi, Contract Negotiation, Shopping Centers, Contract Management, Facilities Management
Education
ASU
ICSC Management, Shopping Center Management
Pitt Community College
Business Management/OR Tech/EKG Tech, Business Administration and Management, General
Stephen Porterfield Stephen Porterfield's Capital Associates Experience January 2013 - Present
Job President at Capital Associates
Industry Commercial Real Estate
Experience
Capital Associates January 2013 - Present
Capital Associates April 2000 - Present
Wachovia, A Wells Fargo Company November 1993 - March 2000
Skills
Real Estate Development, Team Building, Disposition, Real Estate Economics, Commercial Real Estate, Brokerage, Leadership, Management, Leases, Property Management, Budgets, Asset Management, Marketing, Real Estate, Property, Corporate Real Estate, Mergers & Acquisitions, Entitlements, Contract Negotiation, Lease Administration, Negotiation, Tenant Representation, Location Intelligence, Strategic Planning, Landlords, Investments, Tenant, Due Diligence, Lease Negotiations, Project Management
Education
University of North Carolina at Chapel Hill 1990 — 1992
Batchelor of Arts, Economics
Wofford College 1988 — 1990
Capital Associates January 2013 - Present
Capital Associates April 2000 - Present
Wachovia, A Wells Fargo Company November 1993 - March 2000
Skills
Real Estate Development, Team Building, Disposition, Real Estate Economics, Commercial Real Estate, Brokerage, Leadership, Management, Leases, Property Management, Budgets, Asset Management, Marketing, Real Estate, Property, Corporate Real Estate, Mergers & Acquisitions, Entitlements, Contract Negotiation, Lease Administration, Negotiation, Tenant Representation, Location Intelligence, Strategic Planning, Landlords, Investments, Tenant, Due Diligence, Lease Negotiations, Project Management
Education
University of North Carolina at Chapel Hill 1990 — 1992
Batchelor of Arts, Economics
Wofford College 1988 — 1990
Donna Voss's Capital Associates Experience December 1986 - October 1989
Job Broker Associate at Bodin Realty
Industry Real Estate
Experience
Bodin Realty International May 2009 - Present
Colorado Group January 1999 - April 2009
RE/MAX of Boulder January 1994 - December 1998
Capital Associates December 1986 - October 1989
Rogin, Nassau June 1986 - November 1986
Bodin Realty July 1984 - June 1986
Skills
Relocation, Real Estate Sales..., Contract Negotiation, Sales, Real Estate Transactions, Buyer Representation, First Time Home Buyers, Seller Representation, Sellers, Condos, Listings, ABR, Buyers, Residential Homes, Selling, Property, Single Family Homes
Education
Regis University 1989 — 1993
MBA, Finance & Accounting, Summa Cum Laude
University of Connecticut 1979 — 1983
BA, Psychology
Bodin Realty International May 2009 - Present
Colorado Group January 1999 - April 2009
RE/MAX of Boulder January 1994 - December 1998
Capital Associates December 1986 - October 1989
Rogin, Nassau June 1986 - November 1986
Bodin Realty July 1984 - June 1986
Skills
Relocation, Real Estate Sales..., Contract Negotiation, Sales, Real Estate Transactions, Buyer Representation, First Time Home Buyers, Seller Representation, Sellers, Condos, Listings, ABR, Buyers, Residential Homes, Selling, Property, Single Family Homes
Education
Regis University 1989 — 1993
MBA, Finance & Accounting, Summa Cum Laude
University of Connecticut 1979 — 1983
BA, Psychology
Bret Muller Bret Muller's Capital Associates Experience November 2003 - Present
Job Partner at Capital Associates Management, LLC
Industry Commercial Real Estate
Experience
Capital Associates Management, LLC November 2003 - Present
Capital Associates November 2003 - Present
Craig Davis Properties, Inc. January 1998 - August 2003
Skills
Due Diligence, Accounting, Real Estate, Financial Analysis, Financial Reporting, Valuation, Leases, Real Estate Development, Commercial Real Estate, Acquisitions, Property Disposition, Tenant Representation, Landlord Representation, 1031 Property Exchanges, Bankruptcy Real Estate..., Joint Venture Deal..., Argus Financial Modeling
Education
North Carolina State University 1993 — 1996
Bachelor of Science (B.S.), Accounting
University of Alcala - Madrid, Spain 1994 — 1997
Bachelor of Business Administration (B.B.A.), Spanish
Capital Associates Management, LLC November 2003 - Present
Capital Associates November 2003 - Present
Craig Davis Properties, Inc. January 1998 - August 2003
Skills
Due Diligence, Accounting, Real Estate, Financial Analysis, Financial Reporting, Valuation, Leases, Real Estate Development, Commercial Real Estate, Acquisitions, Property Disposition, Tenant Representation, Landlord Representation, 1031 Property Exchanges, Bankruptcy Real Estate..., Joint Venture Deal..., Argus Financial Modeling
Education
North Carolina State University 1993 — 1996
Bachelor of Science (B.S.), Accounting
University of Alcala - Madrid, Spain 1994 — 1997
Bachelor of Business Administration (B.B.A.), Spanish
Sam Houston Sam Houston's Capital Associates Experience 1988 - 1993
Job Office Partner at HPI Real Estate Services & Investments
Industry Commercial Real Estate
Experience
HPI Real Estate Services & Investments October 1995 - Present
Capital Associates 1988 - 1993
Skills
Investments, Portfolio Management, Disposition, Leases, Brokerage, Commercial Real Estate, Location Intelligence, Real Estate, Tenant, Real Estate Transactions, Investment Properties, Property Management, Due Diligence, Lease Administration, Management
Education
Baylor University - Hankamer School of Business 1978 — 1983
BBA, Finance, Economics
HPI Real Estate Services & Investments October 1995 - Present
Capital Associates 1988 - 1993
Skills
Investments, Portfolio Management, Disposition, Leases, Brokerage, Commercial Real Estate, Location Intelligence, Real Estate, Tenant, Real Estate Transactions, Investment Properties, Property Management, Due Diligence, Lease Administration, Management
Education
Baylor University - Hankamer School of Business 1978 — 1983
BBA, Finance, Economics
Carley Davidson's Capital Associates Experience March 2014 - July 2014
Job Legal Assistant at McManus Darden & Felsen LLP
Industry Law Practice
Experience
McManus & Felsen LLP April 2015 - Present
The Charis Group August 2014 - Present
Capital Associates March 2014 - July 2014
McCabe Weisberg & Conway June 2013 - February 2014
PMP Salons January 2008 - August 2010
Skills
Microsoft Excel, Microsoft Office, Outlook, Legal Research, Legal Documents, Legal Assistance, Financial Analysis, Strategic Financial..., Legal Compliance, Compliance, Morningstar, Streetscape, Mail Sorting, Time Matters, Appointment Scheduling, Employee Training, Travel Arrangements, Personnel Management, Office Management, Foreclosures, HUD Foreclosures, LPS, JIS, Drafting Proposals, Public Speaking, Event Planning, PowerPoint, Research, Contract Negotiation, Legal Writing, Nonprofits, Teaching, Westlaw, Courts, Strategic Planning, Leadership, Social Media, Mediation, Event Management, Training, Pleadings, Hearings, Bankruptcy, Litigation
Education
The University of Memphis 2007 — 2011
History
The University of Memphis 2007 — 2010
History
McManus & Felsen LLP April 2015 - Present
The Charis Group August 2014 - Present
Capital Associates March 2014 - July 2014
McCabe Weisberg & Conway June 2013 - February 2014
PMP Salons January 2008 - August 2010
Skills
Microsoft Excel, Microsoft Office, Outlook, Legal Research, Legal Documents, Legal Assistance, Financial Analysis, Strategic Financial..., Legal Compliance, Compliance, Morningstar, Streetscape, Mail Sorting, Time Matters, Appointment Scheduling, Employee Training, Travel Arrangements, Personnel Management, Office Management, Foreclosures, HUD Foreclosures, LPS, JIS, Drafting Proposals, Public Speaking, Event Planning, PowerPoint, Research, Contract Negotiation, Legal Writing, Nonprofits, Teaching, Westlaw, Courts, Strategic Planning, Leadership, Social Media, Mediation, Event Management, Training, Pleadings, Hearings, Bankruptcy, Litigation
Education
The University of Memphis 2007 — 2011
History
The University of Memphis 2007 — 2010
History
Nancy C. DeRosa Nancy C. DeRosa's Capital Associates Experience January 1995 - September 2011
Job Executive Assistant/Project Manager seeking position in which to utilize my organizational and project skills.
Industry Commercial Real Estate
Experience
Capital Associates January 1995 - September 2011
Harry Norman, Realtors September 1990 - January 1995
Spectrum Healthcare (former subsidiary of Baxter Healthcare) March 1989 - September 1990
IBM July 1975 - August 1988
Skills
Event Planning, Marketing, Administrative..., Marketing Communications, Microsoft Word, Sales, Public Speaking, Customer Service, Contract Negotiation, Outlook, Non-profits, Microsoft Excel, Leadership, Human Resources, Real Estate, Public Relations, Facebook, Team Building, Social Networking, Coaching, Account Management, Event Management, Process Scheduler, Microsoft Office, Management, PowerPoint, Team Leadership, Leases, Administration, Fundraising, Contract Management, Lease Administration, Location Intelligence
Education
Kennesaw State University
Business Coursework
Mercy College
Business Coursework
Oglethorpe University
Business Coursework
Wake Technical Community College
Human Resource Development Courses
Capital Associates January 1995 - September 2011
Harry Norman, Realtors September 1990 - January 1995
Spectrum Healthcare (former subsidiary of Baxter Healthcare) March 1989 - September 1990
IBM July 1975 - August 1988
Skills
Event Planning, Marketing, Administrative..., Marketing Communications, Microsoft Word, Sales, Public Speaking, Customer Service, Contract Negotiation, Outlook, Non-profits, Microsoft Excel, Leadership, Human Resources, Real Estate, Public Relations, Facebook, Team Building, Social Networking, Coaching, Account Management, Event Management, Process Scheduler, Microsoft Office, Management, PowerPoint, Team Leadership, Leases, Administration, Fundraising, Contract Management, Lease Administration, Location Intelligence
Education
Kennesaw State University
Business Coursework
Mercy College
Business Coursework
Oglethorpe University
Business Coursework
Wake Technical Community College
Human Resource Development Courses
Frank Baird Frank Baird's Capital Associates Experience January 2013 - Present
Job Chief Executive Officer at Capital Associates
Industry Commercial Real Estate
Experience
Capital Associates January 2013 - Present
Capital Associates 1986 - Present
Southland Investment Properties 1982 - 1986
United Fidelity Life Insurance Company, a wholly owned company of the Liberty Corporation 1980 - 1982
Las Colinas 1978 - 1980
Skills
Disposition, Corporate Real Estate, Tenant, Brokerage, Tenant Representation, Commercial Real Estate, Leases, Landlord, Real Estate Development, Real Estate Economics, Real Estate, Landlords, Asset Management, Property Management, Lease Negotiations, Construction Management, Construction, Leadership, Strategic Planning, Contract Negotiation, Entitlements, Investment Advisory, Financial Analysis, Location Intelligence, Investments
Education
The University of Texas at Austin 1974 — 1978
BBA, Finance
Highland Park High School, Dallas, Texas 1970 — 1974
The University of Dallas
MBA, Finance
Capital Associates January 2013 - Present
Capital Associates 1986 - Present
Southland Investment Properties 1982 - 1986
United Fidelity Life Insurance Company, a wholly owned company of the Liberty Corporation 1980 - 1982
Las Colinas 1978 - 1980
Skills
Disposition, Corporate Real Estate, Tenant, Brokerage, Tenant Representation, Commercial Real Estate, Leases, Landlord, Real Estate Development, Real Estate Economics, Real Estate, Landlords, Asset Management, Property Management, Lease Negotiations, Construction Management, Construction, Leadership, Strategic Planning, Contract Negotiation, Entitlements, Investment Advisory, Financial Analysis, Location Intelligence, Investments
Education
The University of Texas at Austin 1974 — 1978
BBA, Finance
Highland Park High School, Dallas, Texas 1970 — 1974
The University of Dallas
MBA, Finance
James G. Van Rooy's Capital Associates Experience February 2003 - January 2005
Job Commercial Properties and Facilities Management Professional
Industry Commercial Real Estate
Experience
ROSS REALTY GROUP September 2011 - October 2011
HOUGHTON ASSOCIATES November 2010 - September 2011
BRICKMAN DURHAM LLC November 2005 - December 2008
HOCK DEVELOPMENT CORP January 2005 - November 2005
CAPITAL ASSOCIATES February 2003 - January 2005
BLUE CROSS and BLUE SHIELD of NC October 1996 - December 2001
CUSHMAN & WAKEFIELD, INC September 1991 - October 1996
THE CHASE MANHATTAN BANK, N.A. 1986 - 1991
Skills
Project Management..., MS Project (Expert - 10..., Real Estate, Construction Management, Excel, Word, PowerPoint, Contract Management, Forecasting, Property Management, Procurement, Program Management, Microsoft Office, Facilities Management, Budgeting, Construction, Customer Relations, Customer Service, Scheduling, Accounting, Construction Documents, Administration, MS Project, Process Scheduler, Project Management, Submittals
Education
Purdue University
B.S, CEM/Construction Engineering Management
Purdue University
A.A.S, Architectural Technology
ROSS REALTY GROUP September 2011 - October 2011
HOUGHTON ASSOCIATES November 2010 - September 2011
BRICKMAN DURHAM LLC November 2005 - December 2008
HOCK DEVELOPMENT CORP January 2005 - November 2005
CAPITAL ASSOCIATES February 2003 - January 2005
BLUE CROSS and BLUE SHIELD of NC October 1996 - December 2001
CUSHMAN & WAKEFIELD, INC September 1991 - October 1996
THE CHASE MANHATTAN BANK, N.A. 1986 - 1991
Skills
Project Management..., MS Project (Expert - 10..., Real Estate, Construction Management, Excel, Word, PowerPoint, Contract Management, Forecasting, Property Management, Procurement, Program Management, Microsoft Office, Facilities Management, Budgeting, Construction, Customer Relations, Customer Service, Scheduling, Accounting, Construction Documents, Administration, MS Project, Process Scheduler, Project Management, Submittals
Education
Purdue University
B.S, CEM/Construction Engineering Management
Purdue University
A.A.S, Architectural Technology
Kirk D. Willard, FMA's Capital Associates Experience July 2014 - Present
Job Director of Property Management at Capital Associates
Industry Real Estate
Experience
Capital Associates July 2014 - Present
Jones Lang LaSalle March 2013 - June 2014
BOMA June 2012 - June 2013
Jones Lang LaSalle January 2011 - March 2013
EMCOR Facilities Services September 2006 - December 2010
Northland Investment Corporation October 2005 - July 2006
Marriott International September 1993 - October 2005
Skills
Property Management, Facilities Management, Lease Administration, Operations Management, Management, Commercial Real Estate, Leases, Tenant, Corporate Real Estate, HVAC, Customer Service, Leadership, Landlords, Facilities Operations, Residential Homes, Lease Negotiations, Tenant Improvement, Due Diligence, Finance, Building Maintenance, Real Estate, Contract Management, Contract Negotiation, Yardi, Selling, Shopping Centers, Team Building, Budgets, Building Automation, Disposition, Vendor Management, Construction, Energy Management, Real Estate Economics, Investment Properties, Capital Budgeting, Maintenance Management, Apartments, Renovation, Asset Managment, Process Scheduler, Location Intelligence, Negotiation, Contractors, Real Estate Development, Real Estate Transactions, Property, Project Management, Time Management, Move Management
Education
Plymouth State University 1989 — 1993
Business Adminstration
Capital Associates July 2014 - Present
Jones Lang LaSalle March 2013 - June 2014
BOMA June 2012 - June 2013
Jones Lang LaSalle January 2011 - March 2013
EMCOR Facilities Services September 2006 - December 2010
Northland Investment Corporation October 2005 - July 2006
Marriott International September 1993 - October 2005
Skills
Property Management, Facilities Management, Lease Administration, Operations Management, Management, Commercial Real Estate, Leases, Tenant, Corporate Real Estate, HVAC, Customer Service, Leadership, Landlords, Facilities Operations, Residential Homes, Lease Negotiations, Tenant Improvement, Due Diligence, Finance, Building Maintenance, Real Estate, Contract Management, Contract Negotiation, Yardi, Selling, Shopping Centers, Team Building, Budgets, Building Automation, Disposition, Vendor Management, Construction, Energy Management, Real Estate Economics, Investment Properties, Capital Budgeting, Maintenance Management, Apartments, Renovation, Asset Managment, Process Scheduler, Location Intelligence, Negotiation, Contractors, Real Estate Development, Real Estate Transactions, Property, Project Management, Time Management, Move Management
Education
Plymouth State University 1989 — 1993
Business Adminstration
Gracen Pittard Gracen Pittard's Capital Associates Experience June 2014 - July 2015
Job Account Manager at Neu Concepts
Industry Events Services
Experience
Neu Concepts August 2015 - Present
Capital Associates June 2014 - July 2015
Cisco December 2013 - June 2014
Vance Charter School October 2013 - November 2013
Bella Windows December 2010 - February 2011
Skills
Microsoft Office, Spanish, Customer Service, Leadership, Event Planning, PowerPoint, Community Outreach, Fundraising, Event Management, Organization, Teamwork, Multi Tasking, Social Media, Public Speaking, Time Management, Recruiting, Microsoft Word, Microsoft Excel, English, Research, Human Resources
Education
UNC Chapel Hill 2011 — 2013
Bachelor of Science (BS), Management and Society
Universidad Blas Pascal 2011 — 2011
Spanish Language and Literature
Clemson University 2009 — 2011
Neu Concepts August 2015 - Present
Capital Associates June 2014 - July 2015
Cisco December 2013 - June 2014
Vance Charter School October 2013 - November 2013
Bella Windows December 2010 - February 2011
Skills
Microsoft Office, Spanish, Customer Service, Leadership, Event Planning, PowerPoint, Community Outreach, Fundraising, Event Management, Organization, Teamwork, Multi Tasking, Social Media, Public Speaking, Time Management, Recruiting, Microsoft Word, Microsoft Excel, English, Research, Human Resources
Education
UNC Chapel Hill 2011 — 2013
Bachelor of Science (BS), Management and Society
Universidad Blas Pascal 2011 — 2011
Spanish Language and Literature
Clemson University 2009 — 2011
Adele Zhang Adele Zhang's Capital Associates Experience June 2012 - August 2012
Job Incoming 2015 VFA Fellow at Venture for America
Industry
Experience
Venture for America April 2015 - Present
Barnard College March 2014 - Present
Barnard College January 2013 - Present
China eCapital Corporation June 2014 - August 2014
The International Academy of Television Arts & Sciences September 2013 - December 2013
CCTV News August 2013 - August 2013
OneWire June 2013 - July 2013
Capital Associates June 2012 - August 2012
Skills
Public Speaking, Research, Stata, Microsoft Office, Teamwork, PowerPoint, Microsoft Word, Editing, Microsoft Excel, Economics, QuickBooks, Salesforce.com, Academic Tutoring, Peer Tutoring, Team Leadership
Education
Barnard College 2011 — 2015
Bachelor of Arts (B.A.), Economics, Cum Laude
Canadian International School of Hong Kong
Canadian International School of Hong Kong
Chinese International School of Hong Kong
Columbia University in the City of New York
Peking University
Venture for America April 2015 - Present
Barnard College March 2014 - Present
Barnard College January 2013 - Present
China eCapital Corporation June 2014 - August 2014
The International Academy of Television Arts & Sciences September 2013 - December 2013
CCTV News August 2013 - August 2013
OneWire June 2013 - July 2013
Capital Associates June 2012 - August 2012
Skills
Public Speaking, Research, Stata, Microsoft Office, Teamwork, PowerPoint, Microsoft Word, Editing, Microsoft Excel, Economics, QuickBooks, Salesforce.com, Academic Tutoring, Peer Tutoring, Team Leadership
Education
Barnard College 2011 — 2015
Bachelor of Arts (B.A.), Economics, Cum Laude
Canadian International School of Hong Kong
Canadian International School of Hong Kong
Chinese International School of Hong Kong
Columbia University in the City of New York
Peking University
Rachel Campbell's Capital Associates Experience September 2013 - August 2015
Job Marketing Director at The Grossman Law Firm, APC
Industry Law Practice
Experience
The Grossman Law Firm, APC September 2015 - Present
Capital Associates September 2013 - August 2015
Bath Fitter January 2013 - August 2013
NC State University Club November 2010 - July 2012
The Chicago School of Professional Psychology August 2009 - February 2010
Center for Independent Living Central Florida August 2008 - July 2009
University of California, Riverside March 2007 - October 2007
Pacific Property Assets November 2006 - March 2007
Skills
Social Media Marketing, Social Networking, HootSuite, Google Webmaster Tools, Google Adwords, Marketing, Google+, Community Outreach, Linkedin Marketing, Blogging, Fundraising, Event Planning, Microsoft Excel, PowerPoint, Social Media, Customer Service, Public Relations, Strategic Planning, Google Analytics, Research, Time Management, Microsoft Office, Nonprofits, Editing, Marketing Strategy, Facebook, MS Office Suite, Excel, Microsoft Word, Non-profits, Team Building, Publisher, Legal Research, Marketing Communications, Outlook, Volunteer Management, Access, Media Relations, QuickBooks, Office Management, Calendaring, Executive Level..., Off-site Events, High level of..., Handle Multiple..., Relationship-builder..., Management, Event Management, Public Speaking, Budgets
Education
University of California, Riverside 2006 — 2008
BA, Philosophy Law and Society, 3.7
Campbell University 2004 — 2006
Transfer to UCR, Trust Management Prelaw, 3.75
Central Carolina Community College 2000 — 2003
AAS, Paralegal, 3.75
The Grossman Law Firm, APC September 2015 - Present
Capital Associates September 2013 - August 2015
Bath Fitter January 2013 - August 2013
NC State University Club November 2010 - July 2012
The Chicago School of Professional Psychology August 2009 - February 2010
Center for Independent Living Central Florida August 2008 - July 2009
University of California, Riverside March 2007 - October 2007
Pacific Property Assets November 2006 - March 2007
Skills
Social Media Marketing, Social Networking, HootSuite, Google Webmaster Tools, Google Adwords, Marketing, Google+, Community Outreach, Linkedin Marketing, Blogging, Fundraising, Event Planning, Microsoft Excel, PowerPoint, Social Media, Customer Service, Public Relations, Strategic Planning, Google Analytics, Research, Time Management, Microsoft Office, Nonprofits, Editing, Marketing Strategy, Facebook, MS Office Suite, Excel, Microsoft Word, Non-profits, Team Building, Publisher, Legal Research, Marketing Communications, Outlook, Volunteer Management, Access, Media Relations, QuickBooks, Office Management, Calendaring, Executive Level..., Off-site Events, High level of..., Handle Multiple..., Relationship-builder..., Management, Event Management, Public Speaking, Budgets
Education
University of California, Riverside 2006 — 2008
BA, Philosophy Law and Society, 3.7
Campbell University 2004 — 2006
Transfer to UCR, Trust Management Prelaw, 3.75
Central Carolina Community College 2000 — 2003
AAS, Paralegal, 3.75
Daniel Ha's Capital Associates Experience June 2009 - August 2009
Job Finance & Strategy
Industry Internet
Experience
Square August 2015 - Present
Sears Holdings Corporation May 2015 - July 2015
Sears Holdings Corporation November 2013 - May 2015
Societe Generale Corporate & Investment Banking July 2011 - November 2013
CoralLink Consulting June 2009 - June 2011
Wanger Investment Management March 2010 - August 2010
Capital Associates June 2009 - August 2009
Skills
Strategy, Financial Modeling, Microsoft Excel, Investment Banking, Microsoft PowerPoint, Business Strategy, Finance, Mergers & Acquisitions, Data Analysis, Market Research, Business Development, Bloomberg, Entrepreneurship, Valuation, Microsoft Office, Corporate Finance, Research, Financial Analysis, Analysis, Microsoft Word, PowerPoint
Education
Northwestern University 2007 — 2011
B.S., Economics, Communication Studies
Palos Verdes Peninsula HS 2003 — 2007
Codecademy Labs 2014 — 2015
Square August 2015 - Present
Sears Holdings Corporation May 2015 - July 2015
Sears Holdings Corporation November 2013 - May 2015
Societe Generale Corporate & Investment Banking July 2011 - November 2013
CoralLink Consulting June 2009 - June 2011
Wanger Investment Management March 2010 - August 2010
Capital Associates June 2009 - August 2009
Skills
Strategy, Financial Modeling, Microsoft Excel, Investment Banking, Microsoft PowerPoint, Business Strategy, Finance, Mergers & Acquisitions, Data Analysis, Market Research, Business Development, Bloomberg, Entrepreneurship, Valuation, Microsoft Office, Corporate Finance, Research, Financial Analysis, Analysis, Microsoft Word, PowerPoint
Education
Northwestern University 2007 — 2011
B.S., Economics, Communication Studies
Palos Verdes Peninsula HS 2003 — 2007
Codecademy Labs 2014 — 2015
Lisa (McCoy) Warren's Capital Associates Experience January 1993 - July 1994
Job Technology Representative & Field Business Consultant British Columbia at FTD
Industry Consumer Services
Experience
Florists Transworld Delivery September 2007 - Present
Grubb & EllisThomas Linderman Graham September 2002 - May 2007
CBRE July 1994 - August 2002
Capital Associates January 1993 - July 1994
The Merchants Bank June 1987 - December 1992
Skills
Former North Carolina..., Former Vermont Real..., Marketing, Sales, Sales Process, Customer Service, Retail, Business Intelligence, Real Estate, Account Management, Team Building, Sales Management, New Business Development, Direct Sales, Computer Hardware, Contract Negotiation, Marketing Strategy, Email Marketing, Online Marketing, Salesforce.com
Education
North Carolina State University 1992 — 1994
Continuing Education courses, Business Administration and Management, General
Champlain College 1985 — 1987
Associate's Degree, Business Administration and Management, General, 3.63 GPA
Florists Transworld Delivery September 2007 - Present
Grubb & EllisThomas Linderman Graham September 2002 - May 2007
CBRE July 1994 - August 2002
Capital Associates January 1993 - July 1994
The Merchants Bank June 1987 - December 1992
Skills
Former North Carolina..., Former Vermont Real..., Marketing, Sales, Sales Process, Customer Service, Retail, Business Intelligence, Real Estate, Account Management, Team Building, Sales Management, New Business Development, Direct Sales, Computer Hardware, Contract Negotiation, Marketing Strategy, Email Marketing, Online Marketing, Salesforce.com
Education
North Carolina State University 1992 — 1994
Continuing Education courses, Business Administration and Management, General
Champlain College 1985 — 1987
Associate's Degree, Business Administration and Management, General, 3.63 GPA
Michelle Pye Michelle Pye's Capital Associates Experience September 1989 - May 1993
Job Sales at Quad/Graphics
Industry Printing
Experience
Quad/Graphics December 2014 - Present
Sterling Energy Investments LLC September 2012 - December 2014
Copano Energy October 2007 - October 2012
Cantera Natural Gas June 2003 - October 2007
Cantera Natural Gas and Canyon Gas Resources June 2001 - June 2003
Capital Associates September 1989 - May 1993
GE Commercial Finance March 1982 - July 1989
Skills
Natural Gas, Scheduling, Pipelines, Gas, Process Scheduler, Commodity Markets, Energy, Oil & Gas Industry, Contract Management, Petroleum, Energy Industry, Upstream, Oil/Gas, Downstream Oil & Gas, Onshore
Education
Certified Yoga Instructor 2013 — 2013
Mesa State College 1980 — 1981
Business Management
Quad/Graphics December 2014 - Present
Sterling Energy Investments LLC September 2012 - December 2014
Copano Energy October 2007 - October 2012
Cantera Natural Gas June 2003 - October 2007
Cantera Natural Gas and Canyon Gas Resources June 2001 - June 2003
Capital Associates September 1989 - May 1993
GE Commercial Finance March 1982 - July 1989
Skills
Natural Gas, Scheduling, Pipelines, Gas, Process Scheduler, Commodity Markets, Energy, Oil & Gas Industry, Contract Management, Petroleum, Energy Industry, Upstream, Oil/Gas, Downstream Oil & Gas, Onshore
Education
Certified Yoga Instructor 2013 — 2013
Mesa State College 1980 — 1981
Business Management
Ray Padron, CPA, CFP®, CIMA® Ray Padron, CPA, CFP®, CIMA®'s Capital Associates Experience 1984 - 1988
Job Managing Partner & Wealth Advisor at Brightworth
Industry Financial Services
Experience
Brightworth July 2004 - Present
CEO Netweavers 2014 - 2015
Ronald Blue & Co. January 1993 - June 2004
ARC Financial Services 1988 - 1993
Capital Associates 1984 - 1988
Education
University of Maryland College Park 1974 — 1978
BS, Accounting and Finance
Brightworth July 2004 - Present
CEO Netweavers 2014 - 2015
Ronald Blue & Co. January 1993 - June 2004
ARC Financial Services 1988 - 1993
Capital Associates 1984 - 1988
Education
University of Maryland College Park 1974 — 1978
BS, Accounting and Finance
Randy Houk Randy Houk's Capital Associates Experience 1995 - 1996
Job Managing Director at PNC Capital Markets LLC
Industry Financial Services
Experience
PNC Capital Markets LLC April 2014 - Present
Caterpillar Financial May 2012 - April 2014
Caterpillar Financial November 2011 - May 2012
CIT Rail March 2008 - November 2011
Harris N.A. 1998 - 2008
Bank of Boston 1997 - 1998
Capital Associates 1995 - 1996
IFA Incorporated 1991 - 1995
Skills
Credit, Credit Analysis, Loan Origination, Loans, Syndications, Portfolio Management, Commercial Lending, Credit Risk, Finance, Financial Analysis, Asset Based Lending, Commercial Banking, Structured Finance, Financial Structuring
Education
Trinity Christian College 1988 — 1991
B.S., Business, Marketing
PNC Capital Markets LLC April 2014 - Present
Caterpillar Financial May 2012 - April 2014
Caterpillar Financial November 2011 - May 2012
CIT Rail March 2008 - November 2011
Harris N.A. 1998 - 2008
Bank of Boston 1997 - 1998
Capital Associates 1995 - 1996
IFA Incorporated 1991 - 1995
Skills
Credit, Credit Analysis, Loan Origination, Loans, Syndications, Portfolio Management, Commercial Lending, Credit Risk, Finance, Financial Analysis, Asset Based Lending, Commercial Banking, Structured Finance, Financial Structuring
Education
Trinity Christian College 1988 — 1991
B.S., Business, Marketing
John Sandoval John Sandoval's Capital Associates Experience 1993 - 1999
Job Chief Financial Officer & Chief Operating Officer / First Financial Corporate Services, Inc.
Industry Financial Services
Experience
First Financial Corporate Services June 2015 - Present
CHG-MERIDIAN April 2010 - June 2015
City National Bank 2005 - 2010
Wells Fargo Equipment Finance, Inc. 2004 - 2005
Bank of the West 2000 - 2004
Key Equipment Finance 1999 - 2000
Capital Associates 1993 - 1999
Colorado National Bank / First Bank Systems 1989 - 1993
Skills
Finance, Portfolio Management, Credit, Asset Based Lending, Financial Analysis, Business Strategy, Business Development, Banking, Credit Risk, Corporate Finance, Credit Analysis, Financial Modeling, Management, Strategy, Mergers & Acquisitions, Loans, Strategic Planning, Due Diligence, Risk Management, Financial Services, Leadership
Education
University of Colorado Boulder
BS, Finance / Economics
University of Southern California
M.B.A., Business Administration / Entrepreneurship
First Financial Corporate Services June 2015 - Present
CHG-MERIDIAN April 2010 - June 2015
City National Bank 2005 - 2010
Wells Fargo Equipment Finance, Inc. 2004 - 2005
Bank of the West 2000 - 2004
Key Equipment Finance 1999 - 2000
Capital Associates 1993 - 1999
Colorado National Bank / First Bank Systems 1989 - 1993
Skills
Finance, Portfolio Management, Credit, Asset Based Lending, Financial Analysis, Business Strategy, Business Development, Banking, Credit Risk, Corporate Finance, Credit Analysis, Financial Modeling, Management, Strategy, Mergers & Acquisitions, Loans, Strategic Planning, Due Diligence, Risk Management, Financial Services, Leadership
Education
University of Colorado Boulder
BS, Finance / Economics
University of Southern California
M.B.A., Business Administration / Entrepreneurship
Ann Danielson's Capital Associates Experience 1988 - 2000
Job Accounting & Benefits at Background Information Services, Inc.
Industry Financial Services
Experience
Background Information Services, Inc. March 2015 - Present
Summit Investment Management September 2009 - March 2015
Republic Financial Corporation April 2001 - August 2009
Capital Associates 1988 - 2000
Coopers & Lybrand 1986 - 1988
Skills
Due Diligence, Team Building, Mergers, Mergers & Acquisitions, Accounting, Financial Analysis, Corporate Finance, Portfolio Management, Private Equity, Investments, Financial Modeling, Valuation, Financial Reporting, Restructuring, Management, Finance, Strategic Planning, Process Improvement, Leadership, Budgets
Education
University of Northern Iowa 1984 — 1986
Bachelor of Science, Accountin
Waldorf College 1982 — 1984
AA, Accounting
South Hamilton High School
Background Information Services, Inc. March 2015 - Present
Summit Investment Management September 2009 - March 2015
Republic Financial Corporation April 2001 - August 2009
Capital Associates 1988 - 2000
Coopers & Lybrand 1986 - 1988
Skills
Due Diligence, Team Building, Mergers, Mergers & Acquisitions, Accounting, Financial Analysis, Corporate Finance, Portfolio Management, Private Equity, Investments, Financial Modeling, Valuation, Financial Reporting, Restructuring, Management, Finance, Strategic Planning, Process Improvement, Leadership, Budgets
Education
University of Northern Iowa 1984 — 1986
Bachelor of Science, Accountin
Waldorf College 1982 — 1984
AA, Accounting
South Hamilton High School
Kandy Kidd's Capital Associates Experience April 2009 - Present
Job Commercial Property Manager, MBA, LEED AP
Industry Commercial Real Estate
Experience
Capital Associates April 2009 - Present
Studley 2007 - October 2009
Horizon Management Group 2005 - 2007
Diamond Properties 2003 - 2005
AT&T 1990 - 1994
Education
University of Florida - Warrington College of Business Administration
MBA, Finance and Management
Capital Associates April 2009 - Present
Studley 2007 - October 2009
Horizon Management Group 2005 - 2007
Diamond Properties 2003 - 2005
AT&T 1990 - 1994
Education
University of Florida - Warrington College of Business Administration
MBA, Finance and Management
Douglas Barker's Capital Associates Experience April 1986 - January 1990
Job Senior Managing Director at Mesirow Financial
Industry Real Estate
Experience
Mesirow Financial March 2004 - Present
GE Capital April 1992 - March 2004
John Hancock Leasing January 1990 - February 1992
Capital Associates April 1986 - January 1990
Skills
Asset Management, Disposition, Real Estate Economics, Valuation, Real Estate, Corporate Real Estate, Brokerage, Due Diligence, Finance, Management, Real Estate Development
Education
University of Colorado Boulder
BS, Finance/Marketing
Mesirow Financial March 2004 - Present
GE Capital April 1992 - March 2004
John Hancock Leasing January 1990 - February 1992
Capital Associates April 1986 - January 1990
Skills
Asset Management, Disposition, Real Estate Economics, Valuation, Real Estate, Corporate Real Estate, Brokerage, Due Diligence, Finance, Management, Real Estate Development
Education
University of Colorado Boulder
BS, Finance/Marketing
Galen (Chuck) Lemar's Capital Associates Experience August 1982 - June 1984
Job President at Cybex Capital
Industry Financial Services
Experience
Cybex International October 2007 - Present
Cybex Capital October 2007 - Present
Main Street Bank May 2006 - October 2007
Cybex International April 2001 - May 2006
Textron Financial October 1999 - October 2000
Transamerica April 1998 - October 1999
ORIX Corporation July 1997 - April 1998
ORIX October 1984 - July 1997
National Association of Federal Credit Unions July 1984 - October 1984
Capital Associates August 1982 - June 1984
Education
Clark College
Business Administration
Cybex International October 2007 - Present
Cybex Capital October 2007 - Present
Main Street Bank May 2006 - October 2007
Cybex International April 2001 - May 2006
Textron Financial October 1999 - October 2000
Transamerica April 1998 - October 1999
ORIX Corporation July 1997 - April 1998
ORIX October 1984 - July 1997
National Association of Federal Credit Unions July 1984 - October 1984
Capital Associates August 1982 - June 1984
Education
Clark College
Business Administration
Kelly Fullerton's Capital Associates Experience August 1988 - July 1989
Job Substitute Teacher at Douglas County School District
Industry Education Management
Experience
Douglas County School District April 2011 - Present
Fox Creek Elementary School March 2015 - May 2015
Fox Creek Elementary School August 2014 - October 2014
Flagstone Elementary School February 2012 - May 2012
Acres Green Elementary School August 2010 - December 2010
J.D. Edwards August 1989 - October 1996
Capital Associates August 1988 - July 1989
Comdisco January 1986 - August 1988
Skills
Lesson Planning, Classroom Management, Elementary Education, Curriculum Design, Teaching, Differentiated..., Classroom, Curriculum Development, Educational Technology, Smartboard, Literacy, Staff Development
Education
University of Phoenix 2009 — 2010
Masters, Elementary Education
Regis University 1990 — 1994
BS, Business Administration: Management
Douglas County School District April 2011 - Present
Fox Creek Elementary School March 2015 - May 2015
Fox Creek Elementary School August 2014 - October 2014
Flagstone Elementary School February 2012 - May 2012
Acres Green Elementary School August 2010 - December 2010
J.D. Edwards August 1989 - October 1996
Capital Associates August 1988 - July 1989
Comdisco January 1986 - August 1988
Skills
Lesson Planning, Classroom Management, Elementary Education, Curriculum Design, Teaching, Differentiated..., Classroom, Curriculum Development, Educational Technology, Smartboard, Literacy, Staff Development
Education
University of Phoenix 2009 — 2010
Masters, Elementary Education
Regis University 1990 — 1994
BS, Business Administration: Management
Cara Callanan's Capital Associates Experience 1995 - 2000
Job Chief Financial Officer at Montserrat College of Art
Industry Accounting
Experience
Montserrat College of Art 2015 - Present
Montserrat College of Art 2014 - Present
Harvard University 2012 - 2013
Baseball America 2006 - 2012
Baseball America 2001 - 2006
Capital Associates 1995 - 2000
Ernst & Young 1989 - 1994
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1995 — 1997
MBA
Villanova University 1985 — 1989
BS, Accounting
Montserrat College of Art 2015 - Present
Montserrat College of Art 2014 - Present
Harvard University 2012 - 2013
Baseball America 2006 - 2012
Baseball America 2001 - 2006
Capital Associates 1995 - 2000
Ernst & Young 1989 - 1994
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1995 — 1997
MBA
Villanova University 1985 — 1989
BS, Accounting
Stacy Ortel's Capital Associates Experience 2002 - 2004
Job VP of Operations at DK Consulting, LLC
Industry Information Technology and Services
Experience
DK Consulting, LLC March 2004 - Present
Capital Associates 2002 - 2004
Omega World Travel 1998 - 2002
Skills
Customer Service, Customer Relations, Process Improvement, Microsoft Office, Contract Negotiation, Technical Recruiting, Employee Management, Contract Management, Proposal Writing, Proposal Management, Technical Writing, Operations Management, Business Reporting, ITIL, Management, Project Management, PMO
Education
University of Maryland University College 2004 — 2007
Bachelor's, Business Administration
Montgomery College 1991 — 1994
Associates Degree, General Studies
Frostburg State University 1990 — 1991
DK Consulting, LLC March 2004 - Present
Capital Associates 2002 - 2004
Omega World Travel 1998 - 2002
Skills
Customer Service, Customer Relations, Process Improvement, Microsoft Office, Contract Negotiation, Technical Recruiting, Employee Management, Contract Management, Proposal Writing, Proposal Management, Technical Writing, Operations Management, Business Reporting, ITIL, Management, Project Management, PMO
Education
University of Maryland University College 2004 — 2007
Bachelor's, Business Administration
Montgomery College 1991 — 1994
Associates Degree, General Studies
Frostburg State University 1990 — 1991
Jack Davenport's Capital Associates Experience April 1993 - Present
Job Director of Property Management at Capital Associates
Industry
Experience
Capital Associates April 1993 - Present
Education
University of North Carolina at Chapel Hill 1964 — 1969
BA
Capital Associates April 1993 - Present
Education
University of North Carolina at Chapel Hill 1964 — 1969
BA
Daniel McGraw's Capital Associates Experience September 2002 - July 2008
Job Building Maintenance Technician at CBRE
Industry Commercial Real Estate
Experience
CBRE - Raleigh June 2014 - Present
Spectrum Commercial Properties July 2012 - May 2014
Portfolio Property Management Global, LLC March 2009 - June 2012
American Real Estate Partners August 2008 - February 2009
Capital Associates September 2002 - July 2008
US Army August 1998 - August 2002
Skills
HVAC, Plumbing, Facilities Management, Problem Solving, Electrical, Energy Management, Contract Management, Energy Audits, Energy, Building Automation, Management, Electricians, Energy Efficiency, Energy Conservation, Construction
Education
University of Phoenix 2007 — 2009
Associates in Internet Technology
University of Phoenix
In progress, Business Management
CBRE - Raleigh June 2014 - Present
Spectrum Commercial Properties July 2012 - May 2014
Portfolio Property Management Global, LLC March 2009 - June 2012
American Real Estate Partners August 2008 - February 2009
Capital Associates September 2002 - July 2008
US Army August 1998 - August 2002
Skills
HVAC, Plumbing, Facilities Management, Problem Solving, Electrical, Energy Management, Contract Management, Energy Audits, Energy, Building Automation, Management, Electricians, Energy Efficiency, Energy Conservation, Construction
Education
University of Phoenix 2007 — 2009
Associates in Internet Technology
University of Phoenix
In progress, Business Management
John Dietz's Capital Associates Experience June 2010 - Present
Job Adjunct Professor of Business Administration at University of LaVerne
Industry Consumer Goods
Experience
Capital Associates June 2010 - Present
University of LaVerne January 2010 - February 2014
RiceTec, Inc. March 1998 - May 2010
Capital Associates 1988 - 2010
Liberty Richter June 1992 - February 1994
PIA Merchandising January 1974 - January 1981
P.I.A. 1974 - 1979
Skills
Grocery, Budgets, Private Label, Management, Business Strategy, Team Building, Cross-functional Team..., Strategic Planning, Product Development, Consumer Products, Leadership, IRI, Categorization, Forecasting, Pricing, Marketing, Customer Insight, Food, Merchandising, Market Planning, Trade Marketing, Sales
Education
University of La Verne 1998 — 2001
MBA, Marketing & Management
Capital Associates June 2010 - Present
University of LaVerne January 2010 - February 2014
RiceTec, Inc. March 1998 - May 2010
Capital Associates 1988 - 2010
Liberty Richter June 1992 - February 1994
PIA Merchandising January 1974 - January 1981
P.I.A. 1974 - 1979
Skills
Grocery, Budgets, Private Label, Management, Business Strategy, Team Building, Cross-functional Team..., Strategic Planning, Product Development, Consumer Products, Leadership, IRI, Categorization, Forecasting, Pricing, Marketing, Customer Insight, Food, Merchandising, Market Planning, Trade Marketing, Sales
Education
University of La Verne 1998 — 2001
MBA, Marketing & Management
Todd DiPilla's Capital Associates Experience October 2006 - March 2011
Job Owner, Sales Manager at Five Star Freight Factoring
Industry Financial Services
Experience
Five Star Freight Factoring August 2011 - Present
Five Star Commercial Credit, LLC March 2011 - Present
Capital Associates October 2006 - March 2011
RA Jones June 1996 - October 2006
Humbert Meats 1994 - 1996
Skills
Business Development
Education
University of Cincinnati 1991 — 1996
BS, Mechanical Engineering
Five Star Freight Factoring August 2011 - Present
Five Star Commercial Credit, LLC March 2011 - Present
Capital Associates October 2006 - March 2011
RA Jones June 1996 - October 2006
Humbert Meats 1994 - 1996
Skills
Business Development
Education
University of Cincinnati 1991 — 1996
BS, Mechanical Engineering
Rita Feggins's Capital Associates Experience October 2002 - September 2011
Job Accountant/Bookkeeper at Triangle Apartment Association
Industry Commercial Real Estate
Experience
Triangle Apartment Association March 2012 - Present
Capital Associates October 2002 - September 2011
Capital Associates 2002 - 2011
Feggins Trucking Inc June 2004 - November 2006
Konover Property Trust January 1998 - January 2002
Konover Property Trust 1999 - 2002
Highwoods Properties January 1996 - January 1998
Department of Transportation January 1992 - January 1996
Education
Campbell University
Accounting, 4.0
Virginia State University
Accounting
Wake Technical Community College
Accounting
Triangle Apartment Association March 2012 - Present
Capital Associates October 2002 - September 2011
Capital Associates 2002 - 2011
Feggins Trucking Inc June 2004 - November 2006
Konover Property Trust January 1998 - January 2002
Konover Property Trust 1999 - 2002
Highwoods Properties January 1996 - January 1998
Department of Transportation January 1992 - January 1996
Education
Campbell University
Accounting, 4.0
Virginia State University
Accounting
Wake Technical Community College
Accounting
Cathy Whitaker's Capital Associates Experience 1989 - 1990
Job Administrative Assistant at GlaxoSmithKline
Industry
Experience
GlaxoSmithKline 1990 - Present
Capital Associates 1989 - 1990
Nadaskay Kopelson Architects 1982 - 1988
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint
Education
Pace University - Lubin School of Business
GlaxoSmithKline 1990 - Present
Capital Associates 1989 - 1990
Nadaskay Kopelson Architects 1982 - 1988
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint
Education
Pace University - Lubin School of Business