CARPENTER & COMPANY
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CARPENTER & COMPANY Employees
Carpenter & Company June 2014 - August 2014
Dalton Investments January 2014 - May 2014
Sandler O'Neill April 2013 - June 2013
Sandler O'Neill & Partners, L.P. April 2010 - April 2013
LP Capital Advisors October 2008 - March 2010
Angeleno Group June 2007 - August 2007
Merrill Lynch June 2005 - August 2005
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (MBA)
Carnegie Mellon University 2004 — 2008
Bachelor of Science (B.S.), Business Administration with a concentration in Finance & Entrepreneurship
Jakarta International School 1991 — 2004
Edelman June 2013 - September 2013
Georgia Aquarium August 2012 - December 2012
Carpenter & Company May 2012 - August 2012
Georgia Southern University Career Services May 2011 - July 2012
Education
Georgia Southern University 2008 — 2012
Bachelor of Science, Public Relations
Carpenter & Company 2012 - Present
Opus Bank (formerly Fullerton Community Bank) 2003 - 2012
Dacotah Bank 2000 - 2003
Education
University of California, Irvine - The Paul Merage School of Business
MBA
Northern State University
B.S., Finance
Pleasant Street Advisors, LLC November 2013 - Present
Reit Management & Research LLC August 2003 - March 2014
Carpenter & Company August 2001 - August 2003
Atlantic Coast Brewery June 1999 - June 2001
Skills
Contract Negotiation, Real Estate, CMBS, Disposition, Real Estate Economics, Loans, Underwriting, Real Estate Transactions, Due Diligence, Asset Management, Capital Markets, Acquisitions, Valuation, Mergers & Acquisitions, Portfolio Management, Commercial Real Estate, Investment Properties, Dispositions
Education
Northeastern University 1997 — 2001
BS, Dual major in Finance and Entrepreneurship
Carpenter & Company December 2001 - Present
Visiting Nurse Health System June 2009 - February 2015
Simon Property Group May 2000 - November 2001
General Growth Properties February 1990 - May 2000
Colony Square, Perimeter Mall, Aventura Mall, Bell Tower Shops, Altamonte Mall, Northlake Mall September 1983 - February 1990
Skills
Corporate Development..., Nonprofit Healthcare..., Healthcare Marketing, Strategic Marketing..., Fundraising, Strategy Development, Marketing Strategy, Healthcare, Retail, Marketing, Non-profits, Nonprofits, Strategic Alliances, Advertising, Training, Strategy, Public Relations, Leadership, Strategic Planning, New Business Development, Market Planning, Sponsorship, Sales, Sales Management, Market Research, Management, Brand Development, Budgets, Selling, B2B, Stewardship, Volunteer management, Prospect research, Philanthropy, Corporate relations, Event planning, Community Outreach, Program development, Donor management, Donor recognition, Corporate Social..., community relations, home healthcare, Hospice, Event Management, Social Media, SEO, Product Development, Strategic Partnerships, Event Planning
Education
Georgia Southern University 1978 — 1982
B.S. Communications, Public Relations, Journalism, and Broadcasting
Sanofi September 2012 - Present
Genzyme Biosurgery September 2008 - Present
Novartis Institute April 2006 - July 2007
Merck & Co., Inc June 2004 - March 2006
Carpenter & Company May 2003 - May 2004
Millennium Pharmaceuticals, Inc March 1996 - April 2003
Burson Marsteller September 1994 - January 1996
Overbeck Corporation June 1989 - August 1994
Education
City University of New York-Hunter College
BA, Economics
Karma Creations OwnerKarma CreationsJanuary 1986 - Present
Carpenter & Company 1996 - 2006
Reece & Nichols Realtors 1996 - 1998
Hastings Construction Company 1984 - 1994
Alexander & Alexander 1963 - 1984
Skills
Logo Design, Fasion Design, Insurance Broker,..., Realtor Kansas &..., Interior Decorator, Residential Stager..., Rehabbing, Graphic Arts, Photoshop, Photography, Digital Photography
Education
Kansas University
Apparel Merchandising
The University of Kansas
Insurance Broker
The University of Kansas
Pacific Crest Securities July 2015 - Present
KeyBanc Capital Markets May 2014 - August 2014
TIAA-CREF May 2012 - August 2012
Neptune Marine Services September 2010 - July 2011
Susquehanna International Group, LLP (SIG) May 2010 - July 2010
Carpenter & Company May 2009 - August 2009
Skills
Statistics, Financial Modeling, Valuation, Strategy, Economics, Mergers & Acquisitions, Portfolio Management, Investments, Equities, Microsoft Excel, Capital Markets, Econometrics, Databases, Derivatives, PowerPoint, Financial Accounting
Education
McGill University 2012 — 2014
Bachelor of Arts (BA), Economics
Charlotte Latin School
POM Wonderful March 2015 - Present
Pharmavite (Makers of Nature Made Vitamins) June 2013 - December 2014
USC Marshall School of Business August 2010 - May 2013
KOR Water May 2012 - August 2012
Carpenter & Company January 2010 - September 2011
Carpenter & Company June 2005 - January 2010
Smith Barney August 2004 - April 2005
Bank of America June 2004 - August 2004
Weber Shandwick May 2003 - August 2003
Skills
Competitive Analysis, Marketing, Market Research, Marketing Strategy, Market Analysis, Forecasting, Financial Modeling, Financial Analysis, Marketing Communications, Public Speaking, Presentation Development, Crystal Ball, Cross-functional..., Investor Relations, Brand Architecture
Education
University of Southern California - Marshall School of Business 2010 — 2013
Master of Business Administration, Business Administration and Management, General
Pepperdine University 2001 — 2005
Bachelor of Arts, Organizational Communication
AT&T August 2015 - Present
Turner Broadcasting System July 2013 - August 2015
AT&T April 2013 - December 2013
Turner Broadcasting March 2012 - March 2013
Turner Broadcasting December 2010 - March 2012
Private 2008 - 2011
Budget Rent a Car of Atlanta August 2008 - December 2010
Carpenter & Company August 2006 - August 2008
NQL Software August 2006 - August 2008
Skills
Integrated Marketing, SEO, Marketing Management, Research, Web Analytics, Digital Marketing, Marketing Research, Digital Media, Analytics, SEM, Brand Management, Email Marketing, Social Media Marketing, Interactive Marketing, Google Analytics, Market Research, Social Networking, Marketing
Education
Georgia State University - J. Mack Robinson College of Business 2006 — 2008
MBA, Marketing, Organizational Management
Georgia Institute of Technology 2001 — 2004
BS, Psychology
Palmetto Rural Telephone Cooperative August 2008 - Present
Carpenter & Company May 2008 - August 2008
Education
Georgia Southern University 2005 — 2008
BS, Public Relations
Belmont Abbey College 2003 — 2004
Plaza Bancorp / Plaza Bank June 2015 - Present
Carpenter & Company July 2009 - Present
Manhattan Bancorp / Bank of Manhattan January 2014 - June 2015
Goldman Sachs June 2008 - August 2008
US Navy June 2001 - March 2007
Education
Stanford University Graduate School of Business 2007 — 2009
MBA, Business
United States Naval Academy 1997 — 2001
BS, Economics
Pacific Mercantile Bank July 2014 - Present
Pacific Mercantile Bank April 2013 - July 2014
Carpenter & Company May 2006 - November 2013
Bank of Orange County March 2004 - July 2004
Nixon Peabody LLP August 1998 - February 2004
FDIC June 1988 - May 1998
Education
Loyola Law School, Loyola Marymount University 1994 — 1998
JD
Chapman University 1984 — 1988
Highland Elementary
Nature's Providence October 2003 - Present
Carpenter & Company August 1988 - July 1999
Morgan & Associates 1981 - 1988
Patterson Property Managment 1979 - 1988
Keener Welding 1975 - 1981
Skills
Small Business, New Business Development, Marketing, Accounting, Advertising, Foreclosures, Coaching, Budgets, Management, Property, Public Speaking, Real Estate, Relocation, Team Building
Education
Indiana Real Estate Broker 1987 — 1987
Broker, Real Esate
Indiana University - Graduate Realtor Institute 1983 — 1986
GRI, Real Estate
Indiana University-Southeast 1976 — 1977
Public Speaking
East Coast Accounting Services 2005 - Present
Hawaii Medical, LLC November 2004 - October 2009
Carpenter & Company 2001 - 2003
Thee Athenaeum Group 1988 - 1998
Skills
Quickbooks, Peachtree, Excel, Accounting, Cash Flow, Bookkeeping, Cost Accounting, Financial Statements, Analysis, Due Diligence, Inventory Management, Real Estate, Small Business, Property Management, Financial Analysis, Manufacturing, Tax, General Ledger
Education
University of Miami 1976 — 1979
BS, Accounting
Loyola Marymount University August 2014 - Present
UC Irvine The Paul Merage School of Business September 2008 - June 2014
Carpenter & Company July 2006 - July 2008
Skills
Financial Analysis
Education
University of California, San Diego 2002 — 2005
B.A., Economics
CNA INSURANCE COMPANIES March 2004 - Present
CARPENTER & COMPANY August 2003 - February 2004
KEMPER INSURANCE October 1998 - June 2002
THE HARTFORD January 1995 - October 1998
Skills
Casualty, Insurance, Workers Compensation, Property & Casualty..., Underwriting, Commercial Insurance, Casualty Insurance, Liability, Umbrella Insurance, Professional Liability, Risk Management
Education
University of Missouri-Kansas City
Bachelor of Business Administration (BBA)