CNL Company
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CNL Employees
Social Media Marketing Consultant September 2012 - Present
Facetime Consulting and Promotions April 2012 - September 2012
Amway Center May 2010 - August 2011
Tommy Bahama January 2007 - May 2009
CNL March 2004 - March 2006
Planet Airways 2002 - 2004
Turner Construction 2001 - 2002
Continental Airlines 1996 - 2000
Skills
Social Media Marketing, Social Networking, Event Management, Marketing, Advertising, Sponsorship, Event Planning, Marketing Communications, Public Relations, Online Advertising, Marketing Strategy, Press Releases, Corporate Communications, Strategic Planning, Account Management, SEO, Relationship Marketing, Corporate Events
Education
Florida State University
Bachelor of Arts (B.A.), English/ Creative Writing
Starwood Vacation Ownership May 2013 - Present
Alere, Inc. February 2009 - May 2013
CNL March 2008 - October 2008
NAI Realvest August 2007 - December 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Applications, SAP, SAP BW, Marketing Strategy, Business Strategy, Forecasting, Foreign Languages, Computer Proficiency, Project Management, Project Coordination, Financial Analysis, Financial Reporting, Variance Analysis, Process Improvement, Accounting, General Ledger, Visio, PowerPoint, Analytics, Salesforce.com
Education
Rollins College - Crummer Graduate School of Business 2006 — 2008
Master of Business Administration (M.B.A.), Finance, General
University of Florida 2001 — 2005
Bachelor's degree, Economics
GlobalOptions May 2011 - June 2013
Ginn Company 2005 - 2009
Robert Half International June 2001 - November 2005
Castle & Cooke 2004 - 2005
CNL 1998 - 2001
National Video Center 1995 - 1996
Skills
Auditing, Accounting, Payroll, Budgets, General Ledger, Accounts Payable, Financial Analysis, Financial Statements, Financial Reporting, Great Plains Software, Account Reconciliation, Accounts Receivable, Fixed Assets, Bank Reconciliation, Microsoft Excel
Education
CUNY York College
Accounting
Friedrich Air Conditioning January 2013 - Present
Safemark Systems January 2009 - Present
Customer Management Systems 2007 - Present
Seminole County Government October 2009 - December 2013
NCR Corporation February 2009 - October 2009
Tribune Company May 2004 - February 2009
Global Travel International August 2002 - May 2004
Gartner May 2002 - August 2002
CNL October 2000 - May 2002
BearingPoint November 1999 - September 2000
Skills
Microsoft SQL Server, JavaScript, XML, Software Development, Databases, .NET, Web Services, PHP, Requirements Analysis, Integration, CSS, C#, ASP.NET, Project Management, VB.NET, CRM, Management, SharePoint, Web Applications
Education
Auburn University, College of Business 1993 — 1998
BS, MIS
Czech Management Center 1997 — 1997
BS, Multinational Privatization
ICCF Wealth Management 2012 - Present
MorganStanley SmithBarney 2008 - October 2012
Lennar Homes February 2005 - November 2007
CNL 2001 - 2005
Skills
Asset Managment, Strategic Financial..., Alternative Investments, Wealth Management, Financial Planners, Fixed Income, Cash Management, Retirement Planning, Succession Planning, 401k Rollovers, Long Term Care Insurance, Municipal Bonds, Investment Policy..., 529 Plans, Financial Analysis, Asset Management, Finance, Life Insurance, Financial Planning
Education
Stetson University 2003 — 2004
MBA
Miami University 1994 — 1998
B.S., Finance
Osceola County Clerk of Courts May 2015 - August 2015
CNL February 2005 - December 2014
CNL February 2003 - February 2005
CNL January 2002 - January 2003
CNL November 1998 - December 2001
US Army October 1996 - November 1998
US Army 1978 - 1998
Skills
Security, Active Directory, Telecommunications, Networking, Leadership, Technical Support, Disaster Recovery, System Administration, VMware, Wireless, Microsoft Exchange, IT Operations, IT Management, Data Center, Vendor Management, Citrix, Strategic Communications, VMware ESX, Windows Server, Troubleshooting, Cisco Technologies, Network Administration, SharePoint, DNS, Windows 7, Change Management, Switches, ITIL 2011, Help Desk Support, Servers, VPN, Windows
Education
Rollins College 2013 — 2013
Crummer Management Program
New Horizons
ITIL
Saint Leo University 1994 — 1998
BA, CIS
Colegio Regional de Carolina, PR
Battaglia Group Management, LLC November 2006 - Present
CNL January 2004 - November 2006
Charles Schwab May 1999 - January 2004
Skills
Leadership, Community Outreach, Problem Solving, Strategic Planning, Deal Maker, Lease Negotiations, Conflict Resolution, Networking, Staff Supervision, Financial Advisory, Project Management, Construction Management, Negotiation
Education
Rollins College - Crummer Graduate School of Business 2002 — 2004
Master of Business Administration (MBA), Finance, General
University of Florida 1994 — 1996
Bachelor of Science (BS), Agricultural Economics
Corporate Capital Trust January 2013 - Present
CNL December 2008 - March 2013
Trustreet Properties 1996 - 2006
Price Waterhouse Coopers August 1986 - August 1996
Skills
Valuation, Financial Analysis, Management, Alternative Investments, Financial Modeling, Finance, Financial Advisory, Asset Management, Due Diligence, Leadership, Capital Markets, Auditing, Mergers & Acquisitions, Investments, Disposition, Private Equity, Real Estate, Asset Managment, Accounting, Real Estate Development
Education
Florida State University 1985 — 1986
Master of Business Administration (MBA)
Florida State University - College of Business 1981 — 1985
Accounting
Stellar September 2013 - Present
Stellar May 2006 - September 2011
The St. Joe Company September 2000 - May 2006
CNL May 1996 - September 2000
Skills
JD Edwards, New Business Development, Customer Service, Budgets, Mergers & Acquisitions, Strategic Planning, SEC filings, Information Technology, Sales Management, Finance, Internal Controls, Project Management, Accounting, Analysis, Business Development, Management
Education
University of North Florida - College of Business Administration 2001 — 2002
MBA, Business
Orlando Luther 1994 — 1998
Stetson University 1994 — 1998
BBA, Finance
Luther 1990 — 1994
CNL Financial Group February 2015 - Present
CNL July 2013 - January 2015
PwC July 2012 - July 2013
PricewaterhouseCoopers January 2007 - July 2012
Holiday Inn May 2003 - December 2006
Skills
Accounting, Internal Controls, Financial Reporting, Auditing, Financial Accounting, SOX, Sarbanes-Oxley Act, SEC filings, US GAAP, CPA, External Audit, Financial Analysis, Financial Statements, Sarbanes-Oxley, Assurance, General Ledger
Education
University of Arkansas 2002 — 2006
BSBA, Accounting, Finance
CNL April 2012 - Present
Lincoln Property Company November 2003 - April 2012
Studley October 2002 - November 2003
Education
The University of Texas at Austin 1998 — 2002
Highland Park High School 1994 — 1998
Lauren's Luscious Bites Catering May 2012 - Present
Stella & Dot January 2010 - Present
Fanatics, LLC January 2010 - February 2012
Stein Mart September 2006 - June 2009
Sandestin Golf and Beach Resort August 2005 - September 2006
CNL May 2004 - August 2004
Skills
Marketing, Inventory Management, Merchandising, Sales, Retail, Apparel
Education
Florida State University - College of Business 2001 — 2005
BS, Marketing
Lagardère Unlimited September 2015 - Present
Saks Fifth Avenue January 2013 - April 2015
Fendi September 2012 - December 2012
CNL June 2012 - August 2012
Rollins College August 2008 - May 2012
National HealthCare Benefits May 2011 - July 2011
Accenture September 2010 - December 2010
Skills
Conversational French, Mac/PC proficient, International Business, Facebook, Research, Social Media, Teamwork, Problem Solving, Market Research, French, Microsoft Excel, PowerPoint, REIT, Financial Reporting, Financial Analysis, Financial Modeling, Microsoft Word
Education
New York University 2015 — 2017
Masters of Sports Business
Rollins College 2008 — 2012
Bachelor of Arts
Birkbeck, U. of London 2010 — 2010
Semester Abroad
The Bolles School 2004 — 2008
Diploma
DataSphere Technologies Inc. May 2015 - Present
Amazon July 2013 - April 2015
UBS Investment Bank June 2012 - August 2012
Spraker Wealth Management January 2011 - August 2011
Spraker Wealth Management July 2008 - December 2010
CNL January 2005 - December 2010
Skills
Financial Modeling, Financial Analysis, Data Analysis, Competitive Analysis, Valuation, Cross-functional Team..., Corporate Finance, Finance, Due Diligence, Microsoft Excel, Forecasting, Market Research, Investments, Business Strategy, Portfolio Management, Asset Management, Business Analysis, Accounting, Analysis, Financial Reporting, Strategic Planning, Project Management
Education
Indiana University - Kelley School of Business 2011 — 2013
MBA
University of Central Florida
Victoria Land Capital January 2009 - Present
Knowledge Learning Corporation January 1998 - February 2009
CNL March 1996 - December 1997
McDonald's August 1984 - February 1996
Skills
Entitlements, Due Diligence, Real Estate Development, Property Management, Real Estate, Leases, Lease Administration, Negotiation, Corporate Real Estate, Mergers & Acquisitions, Construction, Management, Location Intelligence, Brokerage, Project Management, Zoning, Property, Market Analysis, Commercial Real Estate, Residential Homes, Facilities Management, Acquisitions, Operations Management, Corporate Law, Contract Management, Contract Negotiation, Budgets, Finance, Disposition, Franchising, Relocation, Asset Management, Real Estate Economics, Real Estate Transactions, Retail, Project Planning, Investments, Marketing Strategy, Valuation, Financial Analysis, Shopping Centers, Feasibility Studies, Lease Negotiations, Tenant, Strategic Planning, Financial Modeling, Strategy, Real Estate Financing, Selling, Investment Properties
Education
Georgia State University - J. Mack Robinson College of Business 1978 — 1979
MBA, Finance
Georgia State University 1976 — 1978
BBA, Real Estate and Urban Planning
Griffin Capital Securities January 2012 - Present
Grubb & Ellis Capital Corp. April 2007 - January 2012
John Hancock Life Insurance Company (U.S.A.) 2006 - 2007
Cornerstone Real Estate Funds 2004 - 2006
CNL 2002 - 2004
Community Security Bank 1997 - 2002
American Express Financial Advisors 1994 - 1997
Skills
Financial Advisory, Healthcare, Investments, Asset Managment, Series 7, Series 63, Portfolio Management, Alternative Investments, Mutual Funds, Real Estate, Financial Analysis
Education
Gustavus Adolphus College 1990 — 1994
BA, Speech and Communications
St. Peter High School 1987 — 1991
Diploma
CNL December 2014 - Present
CNL February 2005 - November 2014
E.P.G.I.C - Halles Centrales July 2004 - February 2005
E.P.G.I.C - Halles Centrales February 2004 - July 2004
Skills
C++, PHP, HTML5, Financial Reporting, Financial Analysis, Accounting, French, Arabic, English, Management, Finance, Gestion d'équipe, Analyses, Gestion de projet, Consulting en management
Education
1996 — 2000
Licence Bac+4, FINANCE
Muzak Mood June 2012 - Present
Muzak Mood January 2005 - June 2012
Muzak October 2002 - January 2005
Golfview Apartments December 2001 - October 2002
Siemens PT&D September 1999 - December 2001
CNL January 1999 - September 1999
Representative Dan Webster January 1997 - August 1998
Skills
Account Management, Sales, Marketing, Customer Service, Event Planning, Social Media, Trade Shows, Sales Management, Advertising, B2B, Customer Retention, Direct Sales, Social Networking, Management, Team Building, Training, Negotiation, Customer Satisfaction, Coaching, Sales Operations, Leadership, Team Leadership, Time Management, Selling, Contract Negotiation, Marketing Communications, Sales Process, Business Development, Public Speaking, Lead Generation, Event Management, Strategic Planning, Public Relations, Budgets, Strategic Partnerships, Online Marketing, Sales Presentations, CRM, Strategy
Education
Bob Jones University
Bachelor's Degree, Modern Languages- French
Orasi Software August 2013 - Present
FedEx Services November 2002 - May 2013
Venturi Technology Partners January 2001 - October 2002
CNL October 1989 - January 2001
Skills
Quality Center..., Test Automation Tools, Performance Testing, Financial Analysis, Report Writing, Visual Basic, Oracle PL/SQL..., Process Improvement, Requirements Analysis, Business Analysis, SDLC, Business Intelligence, Enterprise Architecture, Visio, Operations Management, Transportation, HP Performance Center, HP Quick Test..., HP ALM, HP Quality Center, Quality Center, XML, Linux, Databases, QTP, SQL, Enterprise Software, JavaScript, Web Applications, SOA, Requirements Gathering, Oracle, Test Automation
Education
University of Florida 1981 — 1986
BS, Finance
Baker University 2008 — 2010
MBA, Business
Providence One Partners July 2013 - Present
ZOM, Inc. April 2011 - July 2013
FirstService Residential Realty February 2010 - April 2011
Real Estate Collaborative, LLC November 2004 - February 2010
CNL February 1998 - November 2004
Premier Property Group, Inc. June 1994 - February 1998
Picerne February 1988 - June 1994
Skills
Strategic Planning, Budgeting, Financial Analysis, Financial Reporting, Due Diligence, Real Estate, Process Improvement, Reconciliation, Property Management, Forecasting, Customer Relations, Asset Management, Cash Flow, Research, Account Reconciliation, Consolidation, Budgets, Accounting, Contract Management, Asset Managment, Real Estate Development, Yardi Voyager, Customer Service, Monthly Close Process, Negotiation, Auditing, Accounts Receivable, Leases, Internal Controls, Disposition, Banking, Project Management, Cash Management, Contract Negotiation, Timberline Accounting, Financial Modeling, Corporate Tax, Project Planning, Real Estate Economics, General Ledger, Management, Mergers, Software Conversions, GAAP, Real Estate Transactions, Valuation, Outlook, Accounts Payable, Microsoft Office, Finance
Education
City University of New York-Brooklyn College
Bachelor of Science (BS), Accounting, Finance and Business/Management
AcariaHealth Specialty Pharmacy May 2015 - Present
Akerman LLP January 2015 - May 2015
WilmerHale January 2013 - December 2014
University of Maryland January 2012 - January 2013
Central Florida Library Cooperative March 1999 - December 2010
Virtual Options Coaching & Training 2007 - June 2010
The Knowledge Shop August 2007 - January 2009
Walt Disney World 1998 - 2001
CNL 1992 - 1997
Skills
Social Media, Wordpress, Technical Writing, Web Design, Second Life, Computer Software..., Organization &..., Social Media Marketing, Training, Editing, Program Management, WordPress, Management, Small Business, Coaching, Entrepreneurship, Consulting, Social Networking, Microsoft Office, Software Documentation, Online Advertising, Teaching
Education
University of Central Florida 1992 — 2001
BA, Liberal Studies: English, Humanities
Cleveland State University 1982 — 1985
The Ohio State University 1974 — 1976
Asset Management Partners February 2007 - Present
Investment Advisors of Central Florida February 2006 - February 2007
CNL Securities Corp. January 2000 - March 2006
CNL January 2004 - February 2006
CNL 1998 - 2006
Education
University of Central Florida 2007 — 2007
Completed, College of Financial Planning
Aspect Software March 2014 - Present
Voxeo June 2012 - March 2014
Tourico Holidays January 2012 - April 2012
Sundrop Mobile, Inc July 2010 - December 2011
BlueHornet, a Digital River Company September 2007 - May 2010
MindComet November 2005 - August 2007
Schenck Company August 2003 - November 2005
CNL 1997 - 1999
Skills
Email Marketing, Online Marketing, Digital Marketing, Marketing, Marketing Strategy, Marketing Communications, Newsletters, Strategy, Online Advertising, Advertising, Lead Generation, Corporate Communications, Marketing Automation, Strategic Partnerships, Integrated Marketing, SaaS, Mobile Devices, Facebook, Blogging, Management, Leadership, Web Analytics, Social Media Marketing, Strategic Planning
Education
Rollins College 1997 — 1999
B.A., Organizational Communication, Public Relations Concentration
CNL March 2008 - Present
Epoch Properties May 2007 - March 2008
Flight Options November 2000 - April 2007
CARQUEST Auto Parts August 1997 - July 2000
Skills
Piloting, Strategic Planning, Aviation, Flights, Operations Management, Customer Service, CFI, Airports, Aerospace, Flight Safety, Flight Planning, Aircraft, Charter, Team Building, Commercial Aviation, Flight Training, Aircraft Maintenance, Civil Aviation
Education
Comair Aviation Academy 1993 — 1993
Instrument, Commercial, Mulit, CFI, CFII, MEI, Ground Instructor, Flying
Campbell University 1989 — 1993
Bachelor's degree, Government
Universal Orlando September 2009 - Present
SunGard Higher Education January 2009 - September 2009
Baptist Health May 2008 - January 2009
Hard Rock Cafe September 2006 - May 2008
FDN Communications August 2005 - September 2006
CNL May 2004 - August 2005
Ocwen February 2002 - May 2004
Equiserve 1999 - 2000
Wang/Eastman Software 1997 - 1997
Skills
Disaster Recovery, Active Directory, Security, Network Security, VMware, SAN, ITIL, IT Management, Software Documentation, Windows Server, Networking, SharePoint, VMware Infrastructure, Network Administration, Microsoft Exchange, SCADA, Storage Area Networks, Microsoft Technologies, Management, Citrix, DHCP, Enterprise Software, Information Technology, Storage Virtualization, Risk Management, Integration, Hardware, Cyber Defense, Servers, Troubleshooting, Industrial Networks, ICS, Cyber-security, Computer Security, IT Security Assessments, Vulnerability Assessment, Information Security, Infrastructure Security, IT Infrastructure Design, Infrastructure..., Virtualization, Infrastructure
Education
Fordham University
Fiserv January 2013 - Present
Fiserv January 2011 - January 2013
Fiserv January 2005 - January 2011
CNL 1998 - 2004
Baker & Hostetler 1996 - 1998
Orange County Public Schools 1994 - 1996
Skills
Management, Project Management, PMP, Integration, Active Directory, Disaster Recovery, Software Project..., VMware, Vendor Management, Business Analysis, Process Improvement, Sales, Requirements Analysis, Visio, IT Strategy, Databases, Windows, Troubleshooting, SDLC, Requirements Gathering, SharePoint, IT Management, System Administration, ITIL, Data Center, Software Documentation, Microsoft SQL Server, PMO, IT Service Management, Enterprise Architecture, Business Process
Education
University of Central Florida 1988 — 1991
B.A.
HOPE International 2010 - Present
CNL October 2007 - September 2010
Education
Oral Roberts University
BS, Mass Media Communications
Fidelis Realty Partners DFW, LLC June 2014 - Present
CNL March 2011 - June 2014
Parkwood Real Estate Partners January 2005 - March 2011
Trammell Crow Company July 1987 - November 2004
Skills
Disposition, Real Estate Economics, Investments, Asset Management, Due Diligence, Private Equity, Valuation, Real Estate Transactions, Brokerage, Leases, Financial Modeling, Dispositions, Real Estate Development, Real Estate, Corporate Real Estate, Commercial Real Estate
Education
Southern Methodist University - Cox School of Business 1982 — 1983
MBA
University of Colorado Boulder - Leeds School of Business 1976 — 1980
BS, Finance, Real Estate
MassMutual Financial Group May 2015 - Present
MassMutual Financial Group November 2012 - May 2015
Prudential Retirement May 2008 - January 2013
CNL Securities 2006 - 2008
CNL 2006 - 2008
ALPFA 2003 - 2008
New England Financial a Metlife Company 2004 - 2006
Axa Advisors 2002 - 2004
Skills
Financial Analysis, Strategic Planning, Financial Services, Investments, Series 7, Series 63, Management, Strategic Financial..., Wealth Management, Retirement, Portfolio Management, Banking, Finance, Business Analysis, Alternative Investments, Mutual Funds, Financial Advisory, Retirement Planning, Securities, Financial Planning
Education
American InterContinental University 2009 — 2010
MBA, International Business
Florida International University - College of Business 2001 — 2004
BA, BS, Management and International Business
Orange Lake Resorts, Holiday Inn Club Vacations August 2014 - Present
CNL September 2012 - August 2014
Raytheon Technical Services Company October 2010 - August 2012
Orange Lake Resort October 2008 - December 2008
Hilton Grand Vacations 1999 - July 2008
Skills
CRM, Process Improvement, Project Management, Management, Strategy, Software Documentation, Leadership, Email Marketing, Analysis, Project Planning, Marketing, Business Strategy
Education
Rollins College
Bachelor's of Science, Computer Science
Dr. Phillips High School
Pearson Embanet December 2009 - Present
Match Up Promotions May 2009 - December 2010
March of Dimes June 2009 - August 2009
Hilton Grand Vacations October 2007 - January 2009
CNL Hotels & Resorts September 2005 - April 2007
CNL April 1998 - October 2005
Skills
Event Management, Promotions, Customer Service, Fundraising, Problem Solving, Marketing Communications, Marketing Strategy, Marketing, Integrated Marketing, Event Planning, Brand Management, Advertising, Direct Marketing, Digital Marketing, Marketing Management, Market Planning, SEO
Education
University of Central Florida - College of Business Administration 1994 — 1997
BS in Business Administration, Marketing
State College of Florida-Manatee-Sarasota 1992 — 1994
Associates, General
Bodiford Law Group May 2007 - Present
Cruser & Mitchell, LLP February 2014 - April 2014
CNL 2003 - 2005
Padell, Nadell, Fine, & Weinberger May 2003 - July 2003
Actual Management August 2001 - April 2003
Skills
Personal Injury, Product Liability, Licensing, Civil Litigation, Legal Research, Legal Writing, Litigation, Mediation, Courts, Document Review, Dispute Resolution, Legal Assistance, Management, Marketing, Legal Issues
Education
Barry University - Dwayne O. Andreas School of Law 2006 — 2008
Doctor of Law (J.D.)
Stetson University College of Law 2005 — 2006
Law
HealthCare Support August 2015 - Present
Healthcare Support Staffing April 2012 - August 2015
CNL June 2010 - April 2012
Skills
Sales, Recruiting, Compliance, Human Resources, Customer Service, Training, Strategic Planning, Salesforce.com, Employee Benefits, Employee Relations, Healthcare, Building Relationships, Marketing, Team Building, Account Management, Employee Training, Cold Calling, Human Resources for..., Legal Liability
Education
Palm Beach Atlantic University
Bachelor of Science (B.S.), Organizational Management
Omni Hotels & Resorts June 2014 - Present
Allegiant Hotel Investors & Advisory December 2012 - May 2014
Mast Capital, Inc. August 2011 - November 2012
CNL 1996 - 2011
Skills
Hotel Investment and..., Asset Managment, Real Estate, Real Estate Development, Real Estate Economics, Disposition, Leisure/Lifestyle..., Property Management, Mergers & Acquisitions, Asset Management, Hotels, Resorts, Investments, Investment Properties, Property, Brokerage, Leadership, Financial Analysis, Real Estate Transactions, Hospitality, Management, Commercial Real Estate, Valuation, Due Diligence, Location Intelligence, Negotiation, Sales, Acquisitions, Feasibility Studies, Joint Ventures, Leases, Corporate Real Estate, Lease Negotiations
Education
Cornell University
Bachelor of Science, Hotel Administration
Certified Financial Group, Inc. June 2010 - Present
Ameriprise Financial Services, Inc. April 2006 - May 2010
Certified Financial Group, Inc. December 2004 - March 2006
Raymond James Financial Inc. April 2001 - November 2004
CNL April 1988 - March 2001
E. F. Hutton March 1979 - March 1988
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Investment Advisory, Mutual Funds, Securities, Retirement, Financial Advisory, Asset Managment, Fixed Annuities, FINRA, Asset Allocation, Series 7, Wealth, Investment Strategies, Income Protection, Wealth Accumulation, Financial Planners, Estate Planning
Education
College of Financial Planning 2012 — 2012
Accredited Wealth Management Advisor, Financial Planning
Center for Fiduciary Studies, LLC 2011 — 2011
Accredited Investment Fiduciary, Financial Planning
Brigham Young University 1980 — 1982
Bachelor's degree, Finance
Professional Licenses
Life and Health Insurance and Variable Annuities license with the State of Florida, Series 7, 24, 63, 66 with FINRA, Financial Industry Regulatory Authority
Clapham Capital January 2011 - Present
CNL September 2002 - January 2011
Skills
Due Diligence, Asset Managment, Investments, Financial Modeling, Portfolio Management, Private Equity, Financial Analysis, Valuation, Asset Management, Real Estate Economics, Mergers & Acquisitions, Corporate Finance, Venture Capital, Real Estate, Strategy, Finance, Business Strategy, Management, Alternative Investments
Education
The University of Chicago - Booth School of Business 2009 — 2012
Master of Business Administration (MBA)
Stanford University 1997 — 2001
Bachelor of Arts (B.A.)
Avalar Real Estate Services August 2009 - Present
BDI Outdoors January 2009 - May 2013
Hilton Grand Vacations February 2008 - December 2010
Darden Restaurants April 2007 - February 2008
CNL March 2006 - April 2007
CNL November 2004 - March 2006
CNL December 2002 - November 2004
Kirchman Corporation February 2002 - December 2002
Skills
Landscape Maintenance, Landscaping, Real Estate Transactions, First Time Home Buyers
Education
Florida Southern College 1998 — 2001
BS Business Management, Marketing & Finance
Climber School of Real Estate 2009 — 2009
CNL June 2014 - Present
Direction de l'éducation April 2011 - March 2014
Skills
Joomla, HTML, CSS, PHP, MySQL, SQL, jQuery, Cisco Technologies, Linux, C++, Web Development, Programmation web, Microsoft Office
Education
INSFP-TO 2011 — 2013
CCNA, Réseaux CISCO
Université Mohamed Boudiaf des Sciences et de la Technologie d'Oran 2004 — 2010
Ingénieur d'etat, informatique
Future Foam March 2011 - Present
Wyland Galleries of Florida August 2010 - August 2011
Wilbur Smith Associates 2006 - 2009
City of Orlando August 2005 - November 2006
CNL July 1998 - August 2005
Anesthesiologists of Central Florida March 1996 - April 1997
Skills
Leadership, Management, Project Planning, Marketing, Analysis, Human Resources, Editing, Customer Service, Sales, Interviews, Operations Management, Market Research, Research, Due Diligence, Time Management, Transportation Planning
Education
Rollins College 2001 — 2004
Bachelor of Arts, Environmental and Growth Management Studies
Orion Investment and Management Ltd. Corp. November 2013 - Present
GE Capital February 2007 - October 2013
Trustreet Properties, Inc. March 2005 - January 2007
CNL May 1996 - February 2005
The Detweiler Company 1986 - 1995
Skills
Real Estate, Investment Properties, Commercial Real Estate, Disposition, Brokerage, Investments, Selling, Real Estate Transactions, Investors, Mergers & Acquisitions, Negotiation, Sellers, Location Intelligence, Property, Retail, Portfolio Management, Real Estate Development, Contract Negotiation
Education
Florida State University - College of Business
BS
HP Enterprise Services January 2012 - Present
Convergys August 2010 - January 2012
Electronic Arts (EA Sports) February 2010 - July 2010
BTG, Inc. (Business Technology Group, Inc.) August 2009 - December 2009
Signature Consultants July 2007 - October 2008
Harte-Hanks, Inc. 2007 - 2008
Kinetics, A subsidiary of NCR January 2004 - June 2007
Signature Consultants 2004 - 2004
CNL 2001 - 2003
QCI 1998 - 2001
Skills
Analysis, Business Intelligence, Business Process, CRM, Change Management, ITIL, Integration, MS Project, Management, PMP, Process Improvement, Product Development, Program Management, Project Management, Project Plans, SDLC, SaaS, Strategy, Vendor Management
Education
Embry-Riddle Aeronautical University
BS, Management
The George Washington University - School of Business
Masters Certificate, Project Management
Winter Park Health Foundation July 2007 - Present
CNL April 2004 - July 2007
The Newport Group 2001 - 2004
FC&PA 1992 - 1996
Hammond Electronics 1989 - 1991
Skills
Microsoft Office 2010, Adobe Acrobat, Administrative..., Outlook, Microsoft Office, Access, Microsoft Excel, Office 2010, Event Planning, Public Relations, Social Media Marketing, Public Speaking, PowerPoint, Community Outreach, Nonprofits, Office Management, Social Networking, Time Management, Microsoft Word, Data Entry, Customer Service, Leadership, Administration, Marketing, Telephone Skills, Facebook, Accounts Payable, Social Media, Entrepreneurship, Human Resources, Training, Team Building, Fundraising, Editing, Event Management, System Administration, Research, Budgets, Recruiting, QuickBooks, Office Administration, Confidentiality, Calendars, Newsletters, Microsoft Publisher, Administrative...
Education
Joliet Junior College 1987 — 1989
AA, Computer Science
Joliet West HS 1985 — 1987
Business Development Board of Palm Beach County, Inc. August 2015 - Present
Enterprise Florida October 2013 - August 2015
Charles Schwab July 2008 - October 2013
CNL May 2007 - May 2008
Regions Financial Corporation January 2006 - May 2007
Skills
Relationship Management, Meeting Planning, Event Management, Professional Organizing, Economic Development, Financial Services, Securities, Banking, Investments, FINRA, Employee Training, Customer Service, Retirement, CRM, Training, Public Speaking, Portfolio Management, Finance, Public Relations, Nonprofits, Leadership, Government, Fundraising, Strategic Planning, Event Planning
Education
Rollins College 2002 — 2005
Bachelor of Science (BS), Psychology
Bates College 2001 — 2002
WHS 1997 — 2001
Butterworth Financial Services, Royal Alliance August 2014 - Present
CNL March 2012 - August 2014
Mercantile Capital Corporation August 2011 - March 2012
Phoenix Contact USA May 2010 - August 2011
Investment Advisors & Consultants June 2007 - August 2009
Education
Rollins College - Crummer Graduate School of Business 2010 — 2012
MBA
Rollins College 2007 — 2011
Bachelor of Science
Bourne Financial Group, LLC July 2014 - Present
CNL Financial Group January 2014 - July 2014
CNL July 2011 - January 2014
Robert David Pearls July 2009 - July 2011
CNL Commercial Real Estate January 2008 - October 2008
Skills
Real Estate, Real Estate Financing, Real Estate Transactions, Financial Analysis, Microsoft Excel, Argus Modeling, Financial Modeling, Finance, Real Estate Development, Commercial Real Estate, Entrepreneurship, International Business, Geography, Valuation, Real Estate Economics, Disposition, Asset Managment, Asset Management, Investment Properties, Acquisitions
Education
Baylor University 2005 — 2007
B.B.A., Real Estate
Chevron Oil Nigeria Plc July 2014 - Present
CNL May 2000 - Present
Skills
Contract Management, Microsoft Office, Excel, Administration, Word, Contract Negotiation, Supervisory Skills, PowerPoint, Scheduling, Invoicing, Budgeting, Procurement, Negotiation, Outlook, Documentation, Problem Solving, Customer Relations, Accounts Payable, esourcing, Microsoft Excel, New Business Development, Customer Service, System Administration, Process Scheduler, Microsoft Word, Software Documentation, Office Management, Accounts Receivable, Team Leadership, Project Planning
Education
CIPS 2012 — 2015
IACCM 2008 — 2009
ASSOCIATE MEMBER, CONTRACTS AND COMMERCIAL, MANAGEMENT
Lagos State University 1984 — 1989
BED, Education
PwC September 2014 - Present
Thomas, Zurcher & White, P.A. February 2011 - August 2014
CNL August 2009 - February 2011
Lovoy, Summerville & Shelton, LLC January 2008 - April 2009
Skills
Tax Accounting, Accounting, Bookkeeping, Financial Statements, Income Tax, Corporate Tax, Financial Reporting, Tax, Tax Returns, CPA, Tax Preparation
Education
University of Alabama 2008 — 2009
Master's degree, Accounting, 3.8 GPA
Birmingham-Southern College 2004 — 2008
Bachelor of Science (B.S.), Accounting
Better3 April 2010 - Present
Goonan Performance Strategies February 2011 - Present
TPCS, LLC. May 2006 - April 2010
American Automobile Association (AAA) 2007 - 2008
Marriott Vacation Club International 2000 - 2006
Marriott International 2000 - 2006
CNL 1997 - 2000
The Orlando Sentinel 1994 - 1997
Skills
Web Design, Copywriting, Creative Visualization, Adobe Creative Suite, User Interface Design, User Experience, Customer Service, Customer Experience, Writing, Creative Writing, Graphic Design, Illustration, Presentation Development, Publishing, Program Facilitation, Marketing Communications, Customer Research, Online Marketing, Public Speaking, Marketing Strategy, Blogging, Branding Experience, Website Development, Marketing, Email Marketing, Blogging Software, Leadership, Entrepreneurship, Content Development, Strategic Consulting, Ebooks, Newsletters, Strategy, CRM, Logo Design, Creative Direction, Brand Development, Corporate Branding, Strategic Communications, Creative Strategy, Digital Strategy, SEO, Integrated Marketing, Relationship Marketing, Content Strategy, Web Analytics, Business Development, Content Marketing, Social Media, Social Media Marketing
Education
Georgia Institute of Technology 1998 — 2002
Certificates, New Media
Art Institute of Pittsburgh 1980 — 1982
Associate, Visual Communications
University of Wisconsin-Madison Division of Continuing Studies July 2012 - Present
University of Wisconsin Milwaukee March 2015 - Present
Madison Area Technical College May 2009 - Present
Madison Area Music Association October 2011 - May 2013
UW E-Business Consortium June 2008 - June 2012
Clotho Business Solutions/Stephan & Brady June 2007 - June 2008
Wycliffe Foundation March 2005 - June 2007
My Own Communications April 2001 - March 2005
CNL January 1997 - April 2001
Skills
Social Media, Public Speaking, Newsletters, Non-profits, Teaching, Social Media Marketing, Writing, Online Marketing, Marketing Strategy, Fundraising, Email Marketing, Social Networking, Strategic Communications, Digital Marketing, Integrated Marketing, Blogging, Strategy, Editing, Music Industry, Web Content, Journalism, Management, Internal Communications, Advertising, New Media
Education
University of Wisconsin-Whitewater 2008 — 2009
M.S., Communication
University of Central Florida 2006 — 2007
Nonprofit Management
Excelsior College
B.S., Liberal Arts/History
College Park Consulting Group, LLC May 2014 - Present
Epic Business Strategies LLC May 2014 - Present
Futurestep, A Korn Ferry Company August 2009 - April 2014
Korn/Ferry Futurestep January 2006 - April 2009
CNL February 2004 - January 2006
TMP Worldwide October 1998 - April 2002
ProStaff Personnel Services September 1988 - May 1998
Pro Staff 1988 - 1998
Skills
Recruiting, Executive Search, Retained Search, Behavioral Interviewing, Human Resources, Sales, P&L Management, Project Management, CRM, Life Coaching, Career Development..., Attraction Strategies, Job Coaching, Management, College Recruiting, Technical Recruiting, Team Leadership, Temporary Placement, Strategy, Sourcing, Training, Operations Management, Performance Management, Leadership, Talent Acquisition, Employee Relations, Talent Management, Finance, Customer Service, Budgets, Business Development, Team Building, Coaching, Hiring, Consulting, Executive Networking
Education
University of Central Florida
B.A., Psychology
Coach U
Core Essentials Graduate
River Software February 2015 - Present
Triple Creek Associates June 2012 - February 2015
Triple Creek Associates May 2005 - June 2012
Astro Slingshot January 2002 - May 2012
CNL August 2003 - March 2005
CEC Consultants, Inc. December 1999 - August 2001
Skills
Email Marketing, Marketing Communications, Strategic Planning, Online Advertising, Marketing, Marketing Strategy, Social Media Marketing, Market Research, Creative Direction, Nonprofits, Web Design, Marketing Automation, Online Marketing, Entrepreneurship, Strategy, User Experience, User-centered Design, User Experience Design, Project Management, Leadership, Team Leadership, Public Speaking
Education
Miami University 1994 — 1997
Zoology
Vestal & Wiler CPAs & Technology Services October 2006 - Present
LeCesse Development March 2005 - October 2006
CNL April 2004 - March 2005
Skills
Financial Analysis, Strategy, Competitive Analysis, Business Development, Marketing Strategy, Finance, Marketing, Mergers, Product Development, Financial Services, Accounting, Start-ups, Mergers & Acquisitions, Cash Flow, Management, Financial Modeling, Banking, Management Consulting, Risk Management, Valuation, Private Equity, Asset Management, Forecasting, Entrepreneurship, Equities, Financial Reporting, Investments, Corporate Finance, Internal Controls, Business Planning, Restructuring, Budgets, Financial Statements, Commercial Banking, New Business Development, Microsoft Excel, Analysis, Tax, Due Diligence, Strategic Planning, Portfolio Management, Venture Capital, Sales, Strategic Financial..., Business Strategy, Financial Accounting, Credit Analysis, Commercial Lending, Auditing, Sales Management
Education
Rollins College - Crummer Graduate School of Business 2003 — 2005
MBA, Finance, Management
Rollins College 1998 — 2002
BA, Economics, Business Administration
Xenia Hotels & Resorts February 2015 - Present
CNL March 2013 - February 2015
Protiviti August 2011 - March 2013
Universal Interpreting. LLC March 2010 - July 2011
Skills
Bilingual-Spanish, Finance, Management, Marketing, Leadership, Customer Service, Microsoft Office, Training, Translation, Financial Analysis, Sales, Social Media Marketing, Microsoft Excel, Microsoft Word
Education
University of Central Florida 2007 — 2011
Bachelor of Science, Business Administration; Finance; Business
St. Lucie West Centennial High School
Picsolve International August 2012 - Present
CNL 2012 - 2012
xpedx October 2009 - December 2011
BMO Capital Markets March 2009 - October 2009
Rust-Oleum June 2008 - January 2009
Aluma Systems 2004 - 2007
Ontario Ministry of Health and Long-Term Care 2003 - 2004
Skills
Event Planning, SAP, Microsoft Office, Adobe, Customer Relations, Database Administration, Lotus Notes, Outlook, PowerPoint, Word, Excel, Customer Service, Problem Solving, Administrative Support, Scheduling, Accounts Payable, Access, Research, Administrative..., Microsoft Excel, Payroll, Microsoft Word, Budgets, Team Leadership, Employee Relations, Administrative..., Project Management, Team Building
Education
Humber College
Wells Fargo October 2014 - Present
Trudat November 2010 - December 2014
Wells Fargo July 2012 - October 2014
Wells Fargo March 2011 - July 2012
Wells Fargo May 2007 - February 2011
Wells Fargo June 2005 - May 2007
CNL September 2003 - June 2005
International Justice Mission January 2003 - May 2003
Skills
Ideation, Business Modeling, Strategic Planning, Product Development, Customer Research, Product Management, Marketing, Product Strategy, Entrepreneurship, Banking, Mobile Devices, Start-ups, Business Development, Leadership, Business Strategy, Strategy
Education
Georgetown University 1999 — 2003
BA
GateWay Community College September 2014 - Present
Arizona State University December 2007 - September 2014
GateWay Community College May 2012 - May 2013
CNL April 1998 - October 2005
Education
Arizona State University 2011 — 2013
Master of Education (M.Ed.), Educational Technology
Arizona State University 2007 — 2010
Bachelor of Fine Arts (BFA), Photography
STARTEK May 2015 - Present
ACCENT Marketing February 2014 - May 2015
ACCENT Marketing July 2007 - February 2014
ACCENT Marketing April 2006 - July 2007
CNL January 2006 - April 2006
Convergys March 1999 - August 2005
Convergys March 1999 - April 2003
Skills
Customer Engagement, Process Improvement, Customer Satisfaction, Leadership, Customer Experience, Business Intelligence, Program Management, Data Analysis, Analysis, Management Consulting, Project Management, Troubleshooting, Management, Software Documentation, Call Centers, Vendor Management, Call Center, Training, Workforce Management, Forecasting, Contact Centers, Outsourcing, Operations Management, Performance Management, BPO, Human Resources, Cross-functional Team..., Root Cause Problem..., Intelligent Call Routing, Business Development, New Business Development, Technical Requirements..., Project Implementation, Solution Implementation, KPI Implementation, Team Building, CRM, Customer Service, Telecommunications, Customer Retention, Change Management
Education
University of Phoenix 2013 — 2015
Master of Business Administration (MBA), Information Technology
University of Phoenix 2008 — 2012
Bachelor, Business Management
Seminole Community College 2002 — 2006
Associate of Science, Legal Studies
Marriott Vacation Club International January 2004 - Present
Marriott Vacation Club International January 2000 - January 2004
CNL May 1998 - February 2000
Universal Studios September 1996 - May 1998
Skills
Financial Modeling, Business Strategy, Competitive Analysis, Timeshare, Forecasting, Hospitality, Business Planning, Budget, Financial Analysis, Strategic Planning, Financial Reporting, Start-ups, Hotels, Team Building, Contract Negotiation, Operations Management, Accounting, Tourism, Managerial Finance, Resorts, Analysis, Analytics, Budgets, Business Analysis, Finance, Income Statement, Management, Management Consulting, Mergers, Process Improvement, Strategic Financial..., Strategy, Valuation, Variance Analysis, Financial Planning, P
Education
Rollins College - Crummer Graduate School of Business 1994 — 1997
MBA, Finance
University at Buffalo 1988 — 1992
BA, Economics
Spire Realty Group, LP 2014 - Present
CNL 2012 - 2014
Jones Lang LaSalle 2007 - 2012
Stream Realty Partners 2005 - 2007
Skills
Disposition, Leases, Real Estate Transactions, Tenant Representation, Corporate Real Estate, Brokerage, Investment Properties, Investments, Finance, Lease Negotiations, Property, Tenant, Strategy, Valuation, Acquisitions, Lease Administration, Portfolio Management, Property Management, Investment Sales, Due Diligence
Education
Gettysburg College 2001 — 2005
B.A., Business Management; Religion
Episcopal High School, Alexandria, VA 1998 — 2001
Durham Academy, Durham, NC 1988 — 1997
NDI Recognition Systems VISCE™ Veriplate™ ROADWARRIOR™ January 2015 - Present
NDI Recognition Systems VISCE™ Veriplate™ ROADWARRIOR™ May 2014 - January 2015
CNL May 2013 - May 2014
Waldorf Astoria Golf Club Orlando August 2009 - August 2013
Skills
Customer Service, Help Desk Support, Citrix, Computer Hardware, Cisco Technologies, ITIL Process, Active Directory, Disaster Recovery, Information Technology, Network Administration, Microsoft SQL Server, HTML, CSS, JavaScript, SQL, Microsoft Excel, Microsoft Office, Windows 7, WebEx, Mobility Management, Bomgar, TeamViewer, SharePoint, Troubleshooting, Windows Server
Education
Florida State University 2014 — 2016
Bachelor's degree, Computer Science
Valencia Community College 2012 — 2013
Associate of Science (A.S.), Information Technology
Valencia Community College 2009 — 2011
Associate of Arts (A.A.), Accounting
Gilstrap & Associates Counseling January 2011 - Present
Franklin Square Capital Partners September 2007 - August 2010
CNL 2000 - 2007
Skills
Psychology, Mental Health Counseling, Adolescents, Family Therapy, Group Therapy, Mental Health, Adults, Self-esteem, Stress Management, CBT, Grief Counseling, Marriage, Mood Disorders, Stress, Psychotherapy, Life Coaching, Dual Diagnosis, Life Transitions, Treatment, Career Counseling, Behavioral Health, Conflict Resolution, Young Adults, Case Managment, Social Services, Therapists, Interventions, Post Traumatic Stress, Crisis Intervention, Psychological Assessment, Individual Counselling
Education
Palm Beach Atlantic University 2009 — 2011
Master of Science, Counseling Psychology
University of Central Florida 1991 — 1998
Bachelors degree, Psychology
Valencia Community College 1987 — 1991
AA
ROC Seniors January 2015 - Present
GE Capital Franchise Finance November 2009 - October 2014
GE Capital February 2007 - March 2009
Trustreet Properties February 2005 - February 2007
CNL June 2003 - March 2005
Suntrust Bank 1997 - 2002
Lockheed Martin February 1981 - November 1993
Skills
Financial Modeling, Portfolio Management, Valuation, Finance, Mergers & Acquisitions, Corporate Finance, Credit, Loans, Strategy, Real Estate, Analysis, Structured Finance, Management, Real Estate Development, Underwriting, Negotiation, Asset Management, Financial Analysis, Due Diligence, Disposition, Market Analysis, Leases, Sales
Education
Stetson University 1992 — 1995
MBA, Finance
Florida Institute of Technology 1980 — 1984
MSEE, Analog Electronics and Communication Systems
University of Florida 1977 — 1979
BSEE, Analog Electronics
Valencia College May 2006 - Present
International Speedway Corporation (ISC) November 2002 - May 2006
CNL November 1996 - November 2002
Skills
Payroll, PeopleSoft, Employee Relations, Microsoft Excel, Accounts Payable, Customer Service, PowerPoint, Budgets, Human Resources, Benefits Administration, HRIS, Accounting, Financial Reporting, Training, Microsoft Office, Performance Management, Time Management, Microsoft Word, General Ledger, Employee Benefits, Research, Tax, Public Speaking, Account Reconciliation, Social Networking, Process Improvement, Outlook, Access
Education
University of Central Florida
Bachelor's degree, Accounting
University of Central Florida
Master of Business Administration (M.B.A.)
Reliance Network June 2015 - Present
Groundspeak March 2011 - June 2015
Microsoft February 2010 - February 2011
DealerUps, Inc. November 2003 - February 2010
CNL June 2002 - November 2003
Siemens ICN September 2001 - June 2002
XL Vision October 2000 - July 2001
SunGard HTE, Inc. May 2000 - August 2000
Harris Corporation May 1999 - May 2000
University of Miami August 1997 - December 1998
Skills
JavaScript, C#, AJAX, SQL, LINQ, Git, Linux, MySQL, Apache, Ruby, PHP, HTML + CSS, Adobe Creative Suite, ASP.NET MVC, Redis, Github, Memcached, MongoDB, Nginx, Docker, ElasticSearch, Front-end Development, SASS, React, KnockoutJS, CSS, Photoshop, Typescript
Education
University of Central Florida 1999 — 2001
BS
University of Miami 1997 — 1999
InterServ, LLC December 2014 - Present
DailyAccess Corporation March 2011 - March 2015
InterServ, LLC March 2011 - December 2014
HSBC Bank (Cayman) Limited November 2009 - September 2010
StableRiver Capital Management June 2001 - November 2009
Stetson University February 1997 - April 2001
CNL December 1994 - September 1996
Coopers & Lybrand December 1987 - December 1994
Skills
Financial Accounting, Fixed Income, Financial Analysis, CPA, Chartered Financial..., Investments, Financial Reporting, Finance, Sarbanes-Oxley Act, Equities, Due Diligence, Cash Management, GAAP, Project Planning, Asset Managment, Mutual Funds, Auditing, Accounting, Capital Markets, SEC filings, Alternative Investments, Financial Services, Management, Leadership, Tax, Asset Allocation, Internal Controls, Financial Modeling, Retirement Planning, Bloomberg, Wealth Management, Strategic Financial..., Series 7, Corporate Finance, Securities, 401k, Portfolio Management, Relationship Management, Cash Flow, Treasury, Private Equity, Mergers & Acquisitions, Asset Management, Business Valuation, Risk Management, QuickBooks, IFRS, Corporate Tax
Education
University of Central Florida
MS, Taxation
University of Alabama 1983 — 1987
BS, Accounting
Winter Park High School
Greenstreet Real Estate Partners December 2013 - Present
Corvidae Group August 2011 - Present
CNL February 2005 - July 2011
TIGER Associates February 2004 - February 2005
TriMont Real Estate Advisors January 2002 - March 2004
HFF 2000 - 2002
Jones Lang LaSalle (Wootton) 1998 - 2000
The Sharp Boylston Companies 1995 - 1998
Cushman & Wakefield 1993 - 1995
Skills
Real Estate, Real Estate Investment, Real Estate Transactions, Real Estate Finance, Real Estate Development, Portfolio Management, Capital Raises, Private Equity, Joint Ventures, Investment Banking, Investment Properties, Institutional Investors, Commercial Real Estate, Investor Presentations, Investor Relations, Investor Reporting, Executive Management, Asset Management, Resorts, Marinas, Coaching, New Business Development, Capital Markets, Site Selections, Financial Modeling, Psychographics, Location Intelligence, Location Scouting, Loan Work-outs, Real Estate Investment..., Commercial Real Estate..., Real Estate Due..., Real Estate Negotiating, investment sales, Asset Managment, Real Estate Economics, Hotel Investment, Leisure Industry, Investment Sales, Equities, Securities, Investors, Brokerage, Entrepreneurship, Alternative Investments, Dispositions, Investments, Leases, Acquisitions
Education
Clemson University - College of Business and Behavioral Science 1986 — 1991
Bachelor of Science, Finance with a minor in Accounting
Carrollton High School
Darden August 2015 - Present
Darden June 2013 - August 2015
CNL February 2010 - June 2013
CNL January 1998 - February 2010
AT&T October 1997 - December 1997
Management Computers Control Center April 1993 - April 1995
Skills
Disaster Recovery, Servers, Data Center, Windows, Active Directory, Citrix, VMware, VMware ESX, Microsoft Office, System Administration, IT Management, Troubleshooting, DNS, Server Administration, XP, vSphere, Windows 7, Microsoft Exchange, ITIL, Change Management, Problem Solving, Cloud Computing, SQL Server, Team Building, SQL, IT Service Management, Technical Leadership, Technical Services, Network Administration, Storage Management, Team Leadership, VoIP, Switches, Budgets, Budget Process, Project Management, Leadership, Strategy, Process Improvement, Vendor Management, ITIL Certified, Enterprise Architecture, Management, Business Continuity, Outsourcing, SDLC, IT Operations, IT Infrastructure..., IT Operations Management, IT Cost Optimization
Education
Columbia College 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Columbia College 2006 — 2007
Bachelor of Arts, Business Administration
Brevard Community College 1995 — 2000
Associates in Arts, General Studies
New Horizons
Highstreet Ventures Inc April 2014 - Present
Best Global Source, Inc. January 2012 - August 2013
Best Global Source, Inc. November 2004 - August 2013
CNL September 2001 - October 2004
CNL August 1994 - March 1997
Skills
Financial Accounting, Manufacturing, Accounting, Project Management, Strategic Planning, Microsoft Office, Customer Service, Process Improvement, Budgets
Education
University of Central Florida 1989 — 1992
Master of Science (MS), Taxation
Indian River Community College 1987 — 1989
Associate of Arts (A.A.), Accounting
Highland Park Village December 2007 - Present
Charter Holdings December 2007 - Present
GE Capital Solutions June 1998 - October 2007
Trustreet Properties February 2005 - February 2007
CNL June 1998 - February 2006
MCI WorldCom 1997 - 1998
MCI Worldcom 1994 - 1997
Skills
Administrative..., C-Level Executive..., Event Planning, Events Coordination, Event Management, Social Networking, Computer Proficiency, Real Estate, Office Management, Travel Management, Executive..., Microsoft Office, PowerPoint, Microsoft Excel, Typing, Telephone Skills, Scheduling, Windows, Administrative Support, Social Media, Microsoft Word, Process Scheduler, Word, Excel, Outlook, Internet Explorer, Organization, Adobe Acrobat, Photoshop, SalesLogix, Administrative...
Education
Stephen F. Austin State University 1989 — 1994
SunGard Public Sector April 2009 - Present
CNL June 2005 - April 2009
Business Initiative March 2005 - April 2009
Bridgestone November 2006 - January 2008
BlueCross BlueShield of Tennessee March 2006 - October 2006
Business Initiative November 2005 - May 2006
Bluegreen Corporation 2006 - 2006
Skills
Cognos, Cognos ReportNet, Business Intelligence, Project Management, Enterprise Software, Data Warehousing, OLAP, Business Intelligence..., ETL, Data Modeling, Business Analysis, Process Improvement, Requirements Analysis, Integration, Software Project..., Consulting, Crystal Reports, Dimensional Modeling, Business Objects, Dashboard, SSIS
Education
Maryville University of Saint Louis 1990 — 1995
Bachelor, Accounting/Business Management
Harbinger Capital Advisors 2006 - Present
Harbinger Capital Advisors LLC 2006 - Present
PODS Moving and Storage 2003 - 2015
Harbinger Capital Advisors 2006 - 2012
CNL 1999 - 2005
Education
Georgia State University 1988 — 1990
MBA, International Business
Clemson University - College of Business and Behavioral Science 1979 — 1982
Business Management, Business
Meritage Homes December 2013 - Present
Sentio Investments, LLC March 2012 - December 2013
CNL May 2011 - March 2012
The LGL Group, Inc. January 2010 - April 2011
Carr, Riggs & Ingram - CPAs and Advisors July 2008 - December 2009
Hilton Grand Vacations Company, LLC January 2008 - June 2008
Bank of New York Mellon August 2005 - December 2007
Skills
Sarbanes-Oxley Act, Financial Reporting, Auditing, Financial Statements, Financial Analysis, US GAAP, SEC filings, Financial Audits, Leadership, Accounting, Account Reconciliation, General Ledger, GAAP, Internal Controls, Accounts Receivable, QuickBooks, Forecasting
Education
Stetson University 2009 — 2011
Master of Science, Accounting
University of Central Florida 2004 — 2008
Bachelor of Science, Accounting and Finance (Double major)
Verizon June 2015 - Present
CNL Financial Group December 2013 - June 2015
CNL October 2012 - December 2013
McGladrey & Pullen July 2007 - August 2012
Goldstein Lewin & Co. June 2006 - June 2007
Habif, Arogeti & Wynne, LLP January 2005 - May 2006
Skills
Internal Controls, Auditing, Accounting, Internal Audit, Financial Accounting, Financial Statements, Process Improvement, Budgets, Management, Training, Risk Assessment, GAAP, SEC filings, Sarbanes-Oxley Act, CPA, Financial Reporting, US GAAP, External Audit
Education
Georgia State University 2001 — 2004
Bachelor of Business Administration (B.B.A.), Accounting and Finance
The University of Texas at Austin August 2012 - Present
CNL April 2012 - August 2012
Jones Lang LaSalle July 2008 - March 2012
The Staubach Company January 2003 - June 2008
Lincoln Property Company 2002 - 2002
Skills
Real Estate, Leases, Real Estate Development, Location Intelligence, Financial Analysis, Due Diligence, Contract Negotiation, Investments, Investment Properties, Competitive Analysis, Commercial Real Estate, Negotiation, Market Research, Strategic Planning, Consulting, Marketing, Real Estate Transactions, Business Strategy, Asset Management, Basketball Coaching, Disposition, Leadership, Real Estate Economics, Acquisitions, Alternative Investments, Analysis, Brokerage, Budgets, Business Development, College Basketball, Business Planning, College Recruiting, Corporate Finance, Corporate Real Estate, Entrepreneurship, Executive Management, Lease Administration, Finance, Lease Negotiations, Management, Management Consulting, Market Analysis, Marketing Strategy, Mergers, New Business Development, Private Equity, Sales, Selling, Strategy, Tenant
Education
The University of Texas at Austin 2003 — 2005
Masters in Sport Management
The University of Texas at Austin - Red McCombs School of Business 1999 — 2003
BBA, Finance
CNL May 2008 - May 2011
Playground Destination Properties Inc. January 2006 - December 2007
Playground Destination Properties Inc. January 2003 - January 2006
Reynolds Plantation May 2002 - December 2002
Skills
Advertising
Education
The University of Georgia 1999 — 2002
ABJ, Advertising, Art History, Art
Triloma June 2013 - Present
DDWizard.com June 2013 - October 2014
Bluerock February 2013 - September 2013
CNL January 2007 - February 2013
Skills
FINRA Series 7, 24, 63,..., Member, United States..., Investments, Investment Properties, Securities Regulation, Securities, Corporate Law, Due Diligence, Finance, Private Equity, Joint Ventures, Mergers & Acquisitions, Private Placements, FINRA, Alternative Investments, Real Estate, Acquisitions, Series 24, Capital Markets, Series 7, Asset Management, Hedge Funds
Education
Georgetown University Law Center 2001 — 2004
Juris Doctor, law
Harvard University 1996 — 1998
Masters, Theology, Ethics and Theology
University of North Carolina at Chapel Hill 1992 — 1996
BA, Political Science and International Studies
Aegis Business Credit, LLC April 2008 - Present
SunTrust Bank July 2003 - April 2008
Bank of America May 2001 - August 2002
CNL 2000 - 2001
South Trust Bank June 1998 - April 2000
Skills
Analysis, Commercial Lending, Banking, Asset Based Lending, Risk Management, Credit Analysis, Due Diligence, Financial Analysis, Commercial Banking, Loans, Credit, Small Business Lending, Credit Risk, Treasury Management
Education
Florida State University - College of Business 1995 — 1998
Bachelors of Science, Finance and International Business
Emory University - Goizueta Business School
CNL Healthcare Properties & CNL Lifestyle Properties November 2009 - Present
General Electric February 2007 - November 2009
CNL June 2001 - February 2007
Houston's Restaurants February 1999 - June 2001
Akdeniz Koleji September 1998 - February 1999
Skills
Investment Sales, Commercial Real Estate, Alternative Investments, Sales Presentations, Buyer Representation, Lease Negotiations, Single Tenant, Commercial Real Estate..., Restaurant Management, Teaching English as a..., 1031 Exchanges, Asset Management, Brokerage, Disposition, Due Diligence, Investment Properties, Investments, Real Estate, Real Estate Economics
Education
Florida State University - College of Business 1996 — 1998
Bachelor of Science, Hospitality Administration and Marketing
Bainbridge High School 1989 — 1992
Westview High School 1980 — 1992
Orange Lake Resorts, Holiday Inn Club Vacations February 2015 - Present
CNL 2006 - Present
CNL Financial Group May 2006 - February 2015
BellSouth Business 1997 - 2000
BellSouth Business 1997 - 2000
Skills
Disaster Recovery, Active Directory, Telecommunications, Citrix, Switches, Call Centers, Technical Support, Windows Server, Troubleshooting, Vendor Management, Network Administration, IT Management, Security, SharePoint, System Administration, Data Center, DNS, Cisco Technologies, VMware, VMware ESX, Microsoft Exchange, Servers, Virtualization, Solaris
Education
The University of Georgia 1992 — 1993
CNL May 2015 - Present
CNL Financial Group 2007 - April 2015
CNL December 2001 - December 2006
Skills
Real Estate Economics, Financial Analysis, Asset Management, Disposition, Mergers & Acquisitions, Asset Managment, Financial Modeling, Due Diligence, Investments, Private Equity, Valuation, Real Estate, Contract Negotiation, Portfolio Management, Commercial Real Estate, Real Estate Development, Real Estate Transactions, Acquisitions, Alternative Investments
Education
Rollins College - Crummer Graduate School of Business 1997 — 1999
MBA, Finance and Marketing
TopBuild July 2015 - Present
Masco Contractor Services April 2011 - June 2015
Masco Contractor Services January 2009 - April 2011
CNL July 2007 - January 2009
Lennar March 2006 - July 2007
Development Planning and Financing Group(DPFG) October 2005 - March 2006
Sovereign Communities/Thompson&Co, LLC February 2004 - October 2005
The St. Joe Company August 1994 - February 2004
The St. Joe Company August 1994 - February 2004
Skills
Leadership, Forecasting, Management, Accounting, Analysis, Business Process, Human Resources, Project Planning, Finance, Sales, Account Reconciliation, Sales Management, Financial Planning, Time Management, General Ledger
Education
Florida State University - College of Business 1990 — 1991
MBA, Acctg & Finance
Jacksonville University 1986 — 1989
BS, Accounting
CNL July 2015 - Present
Fluor August 1999 - Present
Cambry, LLC January 1972 - Present
Fluor, Inc June 2009 - August 2011
Life Cycle Engineering 2004 - 2006
Caradon Peachtree 1995 - 1997
Caradon Peachtree 1995 - 1997
United Technologies 1993 - 1994
United Technologies 1992 - 1993
Huffy Bicycle Company 1991 - 1992
Skills
Change Management, Organizational..., Management, Project Planning, Process Engineering, Continuous Improvement, Process Improvement, Operations Management, Six Sigma, Maintenance Management, Lean Manufacturing, Program Management, Entrepreneurship, Engineering, Energy, Contract Management, Manufacturing, Procurement, Small Business, Reliability Engineering, Reliability, Business Process..., Management Consulting, Quality Management, MS Project, Operational Excellence, Root Cause Analysis, Materials Management, Contract Negotiation, Organizational Design, Transformational..., Strategy
Education
Texas Tech University 1983 — 1985
audited, Industrial Engineering
University of Nebraska-Lincoln 1968 — 1975
Bachelor of Science (BS), Finance, Organization Design, Economics, Mgt
North Loup Scotia High school
North Loup Scotia High school
TIAA-CREF August 2007 - May 2014
Starwood Vacation Ownership 2005 - 2006
CNL Retirement Corp. 2003 - 2005
CNL 2001 - 2003
Skills
Financial Reporting, Financial Analysis, Accounting, GAAP, General Ledger, Real Estate, Account Reconciliation, Banking
Education
Florida Metropolitan University 2000 — 2002
MBA, Accounting
University of Central Florida - College of Business Administration 1997 — 1999
BSBA, Accounting
Solano Community College 1994 — 1997
AA/AS, Liberal Arts/Business
CNL 2007 - 2007
Education
Baylor University - Hankamer School of Business 2003 — 2008
Jamestown January 2008 - Present
ACG Professionals October 2007 - January 2008
CNL February 2007 - May 2007
Skills
Real Estate Economics, Financial Modeling, Valuation, Investments, Due Diligence, Negotiation, Asset Management
Education
Rollins College - Crummer Graduate School of Business 2005 — 2007
MBA, Finance
Furman University 2001 — 2005
Bachelor of Arts, Political Science
CNL 1998 - 2008
GE formerly Trustreet Properties 1998 - 2008
Skills
Securities, Series 24, FINRA, Series 63
Education
Florida Southern College
Flow Automotive Companies July 2012 - Present
CNL 2010 - April 2012
JDS Holdings, LLC January 2007 - December 2010
CNL August 2004 - January 2009
Senator Mike DeWine 2002 - 2004
Campus Crusade for Christ September 2001 - August 2002
Skills
Public Speaking, Social Media, Strategic Planning, Marketing, Non-profits, Public Relations, Marketing Strategy, Marketing Communications, Media Relations, Nonprofits, Business Development, Leadership, Strategic Communications
Education
Rollins College - Crummer Graduate School of Business 2007 — 2009
Masters of Business Administration
Miami University 1997 — 2001
B.S. Business Administration, Marketing
Willmack Foods LLC June 2005 - Present
KeyStone Homes January 2000 - July 2005
Inland Homes® April 1996 - December 1999
CNL May 1993 - April 1996
Bay Villa Developers May 1984 - May 1993
Price Waterhouse Coopers June 1978 - May 1984
Education
University of Alabama 1974 — 1978
B.S., Accounting
CNL January 2011 - June 2012
MFS Investment Management September 2005 - April 2008
MFS Investment Management December 2003 - September 2005
MFS Investment Management January 2000 - November 2003
John Hancock Financial Services 1998 - 2000
Skills
Project Management, Mutual Funds, Financial Services, Alternative Investments, Relationship Management, Process Improvement, Business Analysis, Microsoft Excel, Problem Solving, Vendor Management, Management
Education
University of Massachusetts at Amherst - Isenberg School of Management 2012 — 2015
Master of Business Administration (M.B.A.)
Stetson University 1994 — 1998
BBA
EnablePath June 2013 - Present
Empower Software Solutions February 2011 - June 2013
CNL November 2008 - February 2011
Arcadia Resources November 2006 - November 2008
Connextions January 2005 - January 2006
Rotech Healthcare January 2003 - January 2005
Walt Disney Company 1998 - 2003
Skills
Budgeting, Healthcare, Project Portfolio..., CRM software, MS Project, Access, Data Management, Labor Management, Feasibility Studies, Strategic Planning, Business Process..., Procedure Design, Performance Management, CRM, Budgets, Asset Managment, Forecasting, Financial Modeling, Visio, Project Management, Business Strategy, Vendor Management, Data Analysis, Salesforce.com, Change Management, Team Building, Process Improvement, Contract Negotiation, Management, Business Analysis, Business Intelligence, Integration, Strategy, Outsourcing, ERP, Leadership, Consulting, Financial Analysis
Education
Stetson University 2003 — 2005
Master's degree, Business Administration and Management, General
International Paper February 2015 - Present
International Paper April 2011 - February 2015
CNL April 2004 - April 2011
ExpressJet Airlines July 2000 - April 2004
Mike Jones Aircraft Sales Inc July 1997 - July 2000
Skills
Microsoft Office, Microsoft Excel, Customer Service, Sales, Leadership, Team Leadership, Team Building, Windows, Flight Safety, Management, Aircraft, Change Management, Strategic Planning, Process Improvement, Training, Budgets, Transportation, Operations Management, Piloting, Aviation, Coaching, Program Management, Project Management
Education
Middle Tennessee State University 1995 — 2000
Bachelor of Science (B.S.), Aerospace Business
Briarcrest Christian School 1991 — 1995
Concord Management Limited October 2008 - Present
CNL September 2004 - November 2007
Geller, Ragans, James, Oppenheimer & Creel July 1999 - August 2004
Skills
Tax, Accounting
Education
Stetson University 1993 — 1998
Master's degree, Accounting
Dr. Phillips High School 1989 — 1993
Diploma, College prep.
EXL Landa February 2014 - February 2015
M2 SYSTEMS CORPORATION February 2013 - March 2014
HCL Infosystems Ltd May 2012 - May 2013
Verizon Business December 2009 - August 2011
CNL October 2008 - February 2009
IBM December 2007 - July 2008
Trendium 2002 - 2003
US Army 1996 - 2000
Skills
Disaster Recovery, VMware, VMware ESX, Servers, Data Center, Active Directory, Windows Server, Citrix, Microsoft Exchange, SAN, VMware Infrastructure, IIS, Oracle, System Administration, Infrastructure, Windows, Software Documentation, Enterprise Software, vSphere, Cluster, Unix, IT Operations, System Deployment, Apache, Hardware, Blackberry Enterprise..., Business Continuity, DNS, VMware vSphere, Lync Server 2010, Microsoft SQL Server, Microsoft Technologies, Linux, IT Management, IT Strategy, Personnel Management, German, Tomcat, Middleware, Glassfish, WebSphere Application...
Education
University of Florida 2015 — 2017
Bachelor's Degree, Comp Sci
Florida Agricultural and Mechanical University 1993 — 1995
Molecular Biology
Rushmore Loan Management Services, LLP October 2012 - Present
Aurora Bank FSB January 2009 - June 2012
Lehman Brothers 2005 - 2009
CNL February 2001 - December 2004
Skills
Word, Excel, Outlook,..., Compliance, Credit
Education
California State University-Long Beach 1995 — 2000
BA, Business Economics
Bankers Edge
Compliance
American Bankers Association
16 weeks online course, AIB Analyzing Financial Statements
UBS Wealth Management April 2014 - January 2015
Charles Schwab January 2012 - April 2014
Charles Schwab October 2008 - January 2012
CNL February 2007 - October 2008
Skills
Financial Services, Mutual Funds, Series 63, Series 7, FINRA, Client Services, Microsoft Office, Investments, Alternative Investments, Customer Service, Public Speaking, Financial Planning, Marketing, Social Media, JavaScript, Administrative..., Executive..., Finance, Management, Sales, Office Management, Concur, Website Updating, Onboarding, Follow-through Skills, Project Management, Project Planning, Executive Calendar..., Heavy Calendaring, Google Docs, Microsoft Excel, Microsoft Word, Negotiation
Education
New York University
Graphic Design
Florida State University October 2010 - May 2013
Collier, Jernigan & Geodert September 2009 - October 2010
Taylor, Bean & Whitaker December 2008 - August 2009
Cross, Fernandez & Riley 2003 - 2006
Beemer, Pricher, Kuehnhackl & Heidbrink 2000 - 2003
CNL 1998 - 1999
SouthTrust Bank 1997 - 1998
Skills
Accounting, Financial Reporting, Auditing, Audit, Quickbooks, Non-profits, Excel, Microsoft Excel, CPA, Financial Analysis, Internal Controls, Financial Accounting, General Ledger, Sarbanes-Oxley Act, Tax, Credit, US GAAP, Nonprofits
Education
Stetson University 1996 — 1997
MBA
University of Alabama 1992 — 1996
BS, Accounting
CNL June 2008 - August 2008
Trinity Prep School January 2007 - May 2008
Charles Schwab & Co., Inc. 1993 - 2006
Education
Principia College 1989 — 1993
B.A. History
The Ballew Company August 2008 - Present
HIW Development, LLC January 2005 - June 2008
CNL January 2002 - December 2005
BVT Equity Holdings 1999 - 2002
Education
Suffolk University Law School 1979 — 1982
JD, Law
Bowdoin College 1975 — 1979
BA, English
Parsons October 2008 - Present
Girl Scouts of Eastern Pennsylvania 2007 - Present
Parsons June 2008 - October 2008
Parsons September 2002 - June 2008
ECC May 2000 - July 2002
CNL May 1997 - May 2000
Skills
Budgets, Microsoft Word, Project Management, Microsoft Office, Customer Service, Microsoft Excel, Outlook, Nonprofits, Human Resources, PowerPoint, Analysis, Fundraising, Financial Reporting
Education
Marymount University 1991 — 1995
BA, Psychology and Business
Shriners Hospital for Children January 2011 - Present
Tech Data Corporation July 2007 - May 2010
Phillies Florida, LLC January 2007 - March 2008
Tampa Preparatory School January 2007 - June 2007
CNL October 2006 - December 2006
HD Supply September 2006 - October 2006
National Retail Properties, Inc. July 2006 - October 2006
Education
Florida International University 2011 — 2014
Doctoral, Physical Therapy
Florida State University
Bachelor of Science Degree, Marketing; Services Marketing
University of Central Florida
University of South Florida
American Realty Capital Properties April 2014 - Present
GE Capital July 2008 - April 2014
GE Capital Solutions Franchise Finance February 2006 - July 2008
Trustreet Properties May 2004 - February 2006
CNL July 2000 - February 2005
Orlando Museum of Art 1999 - 2000
Skills
Asset Management, Portfolio Management, Negotiation, Marketing, Sales, Property, Financial Analysis, Due Diligence, Financial Modeling, Real Estate Economics, Underwriting, Disposition, Valuation, Investments, Real Estate, Loans, Investment Properties, Mergers & Acquisitions, Credit, Leases, Transaction Management, Strategic Planning, Executive Management, Asset Managment, Business Analysis, Lease Negotiations, Commercial Real Estate, Real Estate Transactions, Project Management, Accounting, Process Improvement, REIT, Brokerage, Leadership, Property Management, Corporate Real Estate, Dispositions, Strategy, Appraisals
Education
Rollins College - Crummer Graduate School of Business 2008 — 2010
MBA, Concentrations in Finance and Management
Moravian College 1991 — 1994
BA, Marketing
JLL August 2014 - Present
Cookie Cousins January 2009 - Present
Forness Properties, LLC March 2011 - August 2014
CNL May 2006 - April 2010
Skills
Real Estate Economics, Leases, Real Estate, Real Estate Development, Commercial Real Estate, Brokerage, Property Management, Real Estate Transactions, Corporate Real Estate, Asset Management, Financial Analysis, Investments
Education
Rollins College - Crummer Graduate School of Business 2004 — 2006
MBA, Finance
University of Florida 2000 — 2002
BABA, Business
Melwood (Top Secret AbilityOne Federal Contractor) 2013 - Present
Director and Advisor Roles 2007 - Present
The American Home February 2012 - August 2013
Raintree Resorts International, LLC 2010 - 2011
Raintree Resorts International, LLC 2007 - 2010
CNL 2004 - 2007
Corning Incorporated 1997 - 2004
KPMG 1994 - 1997
PwC 1993 - 1993
Education
Harvard University - Kennedy School
MPA, Public/Private Economic Policy
University of Pennsylvania - Wharton School
MBA, Finance and Entrepreneurial Management
Florida Agricultural and Mechanical University
BS, Accounting
Silver Portal Capital December 2012 - Present
The John Maxwell Company 2014 - 2015
The John Maxwell Company 2014 - 2015
Mission Realty Capital June 2011 - November 2012
Alpha Strategies Corporation September 2010 - June 2011
Tun Tavern Advisors, LLC August 2005 - November 2008
CNL Securities Corp June 1982 - August 2005
CNL 1982 - 2005
U. S. Naval Academy 1965 - 1965
Skills
Sales and Marketing, Teaching and speaking, Strategic Planning, Public Speaking, Leadership Development, Non-profits, Fundraising, Business Strategy, Entrepreneurship, Team Building, Real Estate, New Business Development, Budgets, Nonprofits, Leadership, Marketing Strategy, Business Planning, Contract Negotiation, Event Planning, Research, Organizational..., Program Management, Marketing, Training, Management Consulting, Strategy, Business Development, Mergers & Acquisitions, Asset Managment, Coaching, Community Outreach, Asset Management, Social Media, Selling, Public Relations, Management, Negotiation, Team Leadership, Investments, Real Estate Development, Project Planning, Analysis, Financial Analysis, Executive Management, Due Diligence, Real Estate Economics, Operational Planning, Government, Small Business, Policy
Education
United States Naval Academy 1961 — 1965
BS, Shipboard engineering
Jamestown November 2012 - Present
Pyramid Advisors January 2008 - October 2012
CNL Hotels & Resorts March 2005 - December 2007
CNL March 2004 - February 2005
KPMG January 2003 - February 2004
Life of the South August 2002 - December 2002
CNL June 1997 - June 2002
Skills
GAAP, Financial Analysis, Budgets, Corporate Tax, Financial Accounting, General Ledger, Mergers & Acquisitions, Tax Accounting, CPA, Internal Controls, Account Reconciliation, Finance, Income Tax, Cash Flow, SEC Filings, Tax Research, Sarbanes-Oxley Act
Education
University of Central Florida 1998 — 2000
MSA, Accounting
Pensacola Christian College 1993 — 1997
BS, Accounting
LeanDog March 2013 - Present
MRI Software LLC July 2011 - March 2013
Office Depot November 2009 - May 2011
CNL January 2009 - March 2009
CNL Financial 2009 - 2009
Skills
Quality Assurance, Test Automation, Testing, Agile, Software Quality..., Agile Methodologies, JavaScript, Microsoft SQL Server, Program Management, Project Management, MySQL, SharePoint, Management, Software Development
Education
DeVry University 2006 — 2010
Bachelors of Science (Game and Simulation Programming), Programming, Higher Level Math, Higher Level Science (Physics)
Eastern Florida State College 2003 — 2006
Associate in Arts, General Education
CNL March 2014 - Present
CNL August 2011 - March 2014
Freelance Marketer July 2010 - July 2011
Galaxy Nutritional Foods November 2005 - January 2010
Sears Home Improvement Products February 2004 - November 2005
Southwest Airlines Vacations 2002 - February 2004
Skills
Cross-functional Team..., Product Development, Product Management, Leadership, Marketing Strategy, Financial Analysis, Management, Product Marketing, Web Analytics, FMCG, SEM, P&L Management, Customer Insight, Program Management, Coaching, Marketing, Team Building, Online Advertising, Competitive Analysis, Strategy, Analytics, B2B Marketing
Education
CIMBA
MBA, International Business
University of Kansas - Graduate School of Business
MBA
Mercer University - Stetson School of Business and Economics
BBA
Atlas Resources, LLC, an affiliate of Atlas Resource Partners, L.P. August 2015 - Present
Fooda May 2015 - August 2015
High Road Craft Ice Cream, Inc. November 2013 - May 2015
Commonwealth Capital Securities May 2012 - November 2013
Goldman Sachs Asset Management November 2009 - May 2011
American Century Investments February 2008 - November 2008
CNL August 2001 - December 2007
Protective Life February 2001 - September 2001
American Express October 1998 - February 2001
Skills
Banking, Fundraising, Asset Management, Mutual Funds, Investment Advisory, Strategic Financial..., Relationship Management, Financial Services, Equities, Portfolio Management, Retirement Planning, Wealth Management, Investments, Alternative Investments, Retirement, Private Equity, Due Diligence, Financial Advisory, Series 7, Asset Allocation, Fixed Annuities, Securities, Hedge Funds, Series 63, Finance, Management, Sales, Sales Management, Leadership, Strategic Planning, Marketing, Customer Service, Financial Analysis, Team Building, New Business Development, Business Development, Risk Management, Marketing Strategy
Education
University of Alabama 1995 — 1999
Finance, Business
Foodservice Consultants Studio May 2003 - Present
CNL 2001 - 2003
Lehman Brothers 1999 - 2001
Skills
Strategic Planning, Marketing Strategy, Budgets, New Business Development, Forecasting, Hospitality, Business Planning, Finance, P&L Management, Marketing, Contract Negotiation, P&L, Pricing, Negotiation
Education
Rollins College - Crummer Graduate School of Business 1996 — 1997
MBA, Finance
James Madison University 1982 — 1986
BBA, Marketing
National Retail Properties, Inc. 2005 - Present
Colorado Boxed Beef Company 2004 - 2005
CNL 2003 - 2004
BREED Technologies, Inc. 1999 - 2003
MCM Consulting 1996 - 1999
Skills
Human Resources, Talent Management, HRIS, Recruiting, Employee Relations, Organizational..., Performance Management, Succession Planning, Compensation and..., Leadership Development..., Training, Strategy, Executive Coaching, Leadership, Leadership Development, Onboarding, Deferred Compensation, HR Consulting, Benefits Administration, Employee Engagement, Talent Acquisition, Employee Benefits, Management, Personnel Management, Strategic Planning, Applicant Tracking..., Workforce Planning, New Hire Orientations
Education
Hofstra University
BBA, Marketing
Orlando Health December 2009 - Present
CNL September 2008 - April 2009
Starwood Vacation Ownership May 2007 - September 2008
HD Supply 2005 - 2006
Hughes Supply, Inc. (H.D. Supply) 1997 - 2006
Skills
Employee Benefits, Benefits Administration
Education
University of Dayton 1979 — 1981
MS, Education Administration
Edinboro University of Pennsylvania 1971 — 1975
BS, Education
CNL July 1999 - Present
GE formerly Trustreet Properties 1999 - 2007
City of Kansas City, MO June 1994 - June 1998
Skills
Valuation, Due Diligence, Outlook, Mergers & Acquisitions, Investment Properties, Customer Service, Asset Management, Administrative..., Financial Analysis, Financial Modeling, Disaster Recovery, Real Estate, Finance, Microsoft Office, Windows 7, Investments
Education
Columbia College
Business
Columbia Threadneedle Investments, US March 2006 - Present
CNL February 2002 - December 2005
Skills
Mutual Funds, Retirement Planning, Asset Management, Financial Advisory, Asset Allocation, Alternative Investments, Series 7, Series 63, 401k
Education
Rollins College - Crummer Graduate School of Business 1992 — 1994
MBA
Messiah College 1987 — 1991
BA, Business Administration
CNL June 2013 - Present
CliftonLarsonAllen November 2012 - June 2013
CliftonLarsonAllen November 2009 - October 2012
LarsonAllen June 2006 - October 2009
Berman Hopkins Wright & LaHam, CPAs and Associates, LLP October 2005 - June 2006
Skills
Auditing, GAAP, Internal Controls, CPA, General Ledger, Compilation Of..., Consolidated Financial..., Monthly Close Process, Payroll, Income Tax, ProSystem fx Tax, Sarbanes-Oxley Act, Tax Preparation, Cost Accounting, Client Service Oriented, Financial Statement..., Financial Statement..., Account Reconciliation, QuickBooks, Journal Entries, Peachtree, Accounting, Financial Reporting
Education
Liberty University 2011 — 2012
MSA, Accounting
University of Central Florida 2003 — 2005
BSBA, Accounting
Genesis10 November 2012 - Present
Landamerica Financial Group May 2005 - November 2008
CNL 2005 - 2006
talent tree 1994 - 2004
Skills
Applicant Tracking..., Recruiting, Talent Acquisition, Employee Relations, Deferred Compensation, HRIS, Employee Benefits, Human Resources, Organizational..., Personnel Management, Performance Management, Leadership Development, Employment Law, Change Management, Real Estate Transactions, Internet Recruiting, Sourcing, Technical Recruiting, Screening, Interviews
Education
High Point University 1988 — 1992
BS Business, Marketing
CreditSights November 2009 - Present
Raymond James Financial Inc. May 2008 - October 2009
CNL November 2007 - April 2008
DePrince, Race & Zollo, Inc. April 2007 - August 2007
Skills
Investments, Fixed Income, Valuation, Bloomberg, Financial Analysis, Capital Markets, Economics, Credit, Portfolio Management, Hedge Funds
Education
Rollins College - Crummer Graduate School of Business 2006 — 2008
M.B.A., Finance and Entrepreneurship
Rollins College 2002 — 2006
B.A., Physics
CNL January 2013 - Present
Parabel, Inc. July 2010 - January 2013
PricewaterhouseCoopers January 2008 - August 2009
Trinsic Communications November 2004 - July 2007
Airgas January 2003 - November 2004
CNL October 1996 - December 2002
Education
Florida State University 1993 — 1996
Bachelors, Accounting
HCP October 2007 - Present
CNL May 2005 - October 2007
Skills
Accounting, GAAP, Accounts Payable, Microsoft Excel
Education
Keller Graduate School of Management of DeVry University 2007 — 2009
Masters, Accounting and Financial Management
University of Central Florida - College of Business Administration 2001 — 2005
BA, Accounting
CNL October 2009 - Present
CB Richard Ellis January 2007 - October 2009
Trammell Crow Company October 1997 - December 2006
Skills
Real Estate, Lease Administration, Due Diligence, Property Management, Leases, Corporate Real Estate, Location Intelligence, Real Estate Transactions
Education
State University of New York College at Buffalo
Conrad Santiago & Associates December 2007 - October 2014
Conrad Santiago & Associates with Ameriprise Financial Services December 2007 - October 2014
CNL August 1999 - December 2007
AT & T August 1974 - June 1998
Skills
Social Networking, Team Building, Training, Data Center, Public Relations, Vendor Management, Fixed Annuities, Visio, Call Centers, Research, Marketing Strategy, Business Analysis, Social Media Marketing, Employee Benefits, Program Management, Social Media, Coaching, Marketing Communications, Business Development, Leadership Development
Education
Marshall University
Bachelor’s Degree, Speech with Broadcast Specialization
Floridian Financial Group 2010 - Present
Colonial Bank 2004 - 2009
Fiserv 1999 - 2004
CNL 1998 - 1999
Kuhn & Block, CPA's 1997 - 1998
Nazareth National Bank 1989 - 1996
Meridian Bank, Reading PA 1985 - 1989
Skills
Complex Spreadsheet..., Project Management, Risk Management, Auditing, Risk Assessment, SEC filings, Policy, Management, Product Development, Regulations, Accounting, Financial Risk, General Ledger, Loans, Accounts Payable, Tax, Banking, Financial Analysis, Insurance, Sarbanes-Oxley Act, Executive Management, Process Improvement, Mortgage Lending, Budgets, Internal Controls, Finance, Internal Audit, Credit, Enterprise Risk..., Financial Reporting, CPA, Portfolio Management, Due Diligence, Operational Risk..., Mergers & Acquisitions, Small Business Lending, Financial Modeling, Investments, Financial Services, Forecasting, Commercial Banking, Financial Institutions, Asset Management, Credit Risk, Underwriting, Commercial Lending, Financial Accounting, Cash Flow, Strategic Financial..., Credit Analysis
Education
DeSales University 1995 — 1997
MBA
Cedar Crest College 1984 — 1988
BS
Northeastern University August 2015 - Present
Northeastern University April 2015 - August 2015
Northeastern University April 2013 - April 2015
Amadeus April 2012 - October 2012
European Society of Cardiology July 2011 - April 2012
ETSI November 2009 - July 2011
Genactis September 2006 - October 2009
Sciences Po October 2005 - June 2006
CNL September 2003 - June 2005
McDonald & Rodgers PA June 2000 - May 2002
Skills
French, English, Microsoft Office, Event Management, Travel Management, Coordinate Meetings, Preparation Of Reports, Oral & Written..., Confidentiality, Flexibility, Adaptability, Multi Tasking, Meticulous, Integrity, Positive Team Player, Microsoft Excel, Customer Service, Management, Research
Education
Florida State University
Valencia Community College
Associate of Arts (A.A.)
The Florida Church Planting Network February 2011 - Present
Central Florida Presbytery March 2009 - February 2011
KeyInSites 2001 - 2008
CNL 1993 - 2003
Skills
Preaching, Biblical Studies, Discipleship, Public Speaking, Teaching, Religious Studies, Team Building, Nonprofits, Curriculum Design, Fundraising, Leadership Development, Program Development, Strategic Planning, Leadership, Religion, Community Outreach, Church Events, Theology, Higher Education, Evangelism, Conflict Resolution, System Administration, Bible Study, Gospel, Pastoral Care, Volunteer Management, Apologetics, Missions
Education
University of Florida 1975 — 1978
Ph.D in Business Administration, Real Estate & Finance
University of Florida 1967 — 1971
BS in Building Construction, Building Construction Technology
United States Air Force Academy 1966 — 1967
Coral Gables HS 1963 — 1966
PulteGroup April 2014 - Present
The Home Depot January 2009 - April 2014
CATLIN Inc January 2006 - January 2009
NCR Self Service Travel January 2003 - January 2006
CNL January 2001 - January 2003
Prudential Financial January 1999 - January 2001
Prudential Financial January 1996 - January 1999
Skills
Project Management, Program Management, Customer Service, Process Improvement, Windows, Management, Business Analysis, Disaster Recovery, Microsoft Office, Visio, Information Technology, Outsourcing, Outlook, Microsoft Excel, Leadership, Integration, Microsoft Word, Strategic Planning, IT Strategy, IT Management, Business Strategy, Research, PowerPoint, HTML, English, IT Solutions, Strategic Partnerships, Brand Development, Information Management, Management Consulting, Organizational..., Organizational..., Team Leadership, Cross-functional Team...
Education
University of Florida 1994 — 1998
B.S, Business Administration; Business Management
Braddock
Project Management Institute
Bachelor of Science (BS), Management Information Systems, General
The George Washington University
CNL December 2006 - Present
CNL November 1997 - 2006
Van Kampen Investments June 1996 - November 1997
Skills
Certified Financial..., Real Estate, Prison Ministry, Alternative Investments, Chartered Financial..., Fusion
Education
Rollins College - Crummer Graduate School of Business
Master of Business Administration (MBA)
Wheaton College
Bachelor's degree, Psychology and Biblical Studies
CNL Commercial Real Estate March 2015 - Present
CNL August 2011 - Present
Publix June 2001 - January 2012
Skills
Accounting, Accounts Payable, Account Reconciliation, General Ledger, Financial Analysis, Financial Reporting, Bookkeeping, Microsoft Excel, Outlook, Financial Statements, Accounts Receivable, Sarbanes-Oxley Act, GAAP, Financial Accounting, Microsoft Word, Auditing, PowerPoint, Process Improvement, Journal Entries, Team Leadership, Access, QuickBooks, Payroll, Microsoft Office
Education
Keller Graduate School of Management of DeVry University 2012 — 2014
Master's of Accounting and Financial Management, Financial Forensics and Fraud Investigation, 4.0
University of Phoenix 2009 — 2011
Bachelor of Science (BSc), Accounting, 3.83
Leaders in Federal & State Tax Accounting in the Greater Orlando Florida Area. 2013 - Present
CNL February 2007 - January 2013
Schafer, Tschopp, Whitcomb, Mitchell & Sheridan LLP 2013 - 2013
KPMG December 1999 - January 2006
SunTrust Bank September 1988 - December 1999
Skills
Tax, GAAP, Accounting, General Ledger, Financial Reporting, Financial Statements, Account Reconciliation, Financial Analysis, Accounts Payable, Estate & Gift Taxation, Private Foundations, Trust Taxation, Tax Accounting, Tax Research
Education
Nova Southeastern University
Masters, Accounting
University of Puerto Rico
BBA, Accounting
CNL Securities Corp August 2012 - Present
CNL March 2011 - August 2012
Skills
Investments, Marketing, Series 63, Strategic Planning, Real Estate, Series 7, Marketing Strategy, Portfolio Management, Sales, Mutual Funds, Asset Managment, Real Estate Transactions, Investors, Series 24
Education
Hofstra University 2007 — 2009
business, marketing
University of Southern Mississippi 2005 — 2007
Marketing
The Edmond Group LLC 2011 - Present
CNL January 2005 - January 2011
The St. Joe Company January 1997 - January 2004
Town & Country Homes, Celebration, FL 1994 - 1997
Skills
Real Estate Development, Real estate brokerage, Residential Homes, Urban Infill Development, Expert Witness
Education
Nova Southeastern University 1980 — 1982
Master of Business Administration (MBA), Finance, General
Louisiana State University 1970 — 1974
Bachelor of Science (BS)
CNL Financial Group May 2015 - Present
CNL April 2013 - Present
JHT, Inc. July 2010 - March 2013
Adam Jones Productions April 2010 - August 2010
CNL Financial Group January 2009 - February 2010
Education
DeVry University 2007 — 2010
Bachelor of Science, Game and Simulation Programming
Seminole State College of Florida October 2010 - Present
Curascript March 2005 - April 2008
CNL 1999 - 2001
Skills
Customer Service, Data Entry, PowerPoint, Microsoft Office, PeopleSoft, Outlook, Higher Education, Teaching, Event Planning, Student Affairs
Education
Central Texas College
AS of applied science, Criminal Justice, Criminal Justice and Corrections
Red Bug Elementary July 2015 - Present
Seminole County Public Schools December 2014 - July 2015
Fiserv September 2000 - December 2014
CNL June 1994 - September 2000
Skills
Teaching, Classroom Management, Lesson Planning, Positive Discipline, Elementary Education, Lecturing, General Ledger, Accounting, Financial Reporting, Account Reconciliation, Finance, Financial Analysis, SharePoint, Business Process
Education
University of Central Florida - College of Business Administration 1989 — 1994
Bachelor's degree, Finance, General
Florida Southern College
Bachelor’s Degree, Accounting
VaxCare Corp October 2007 - Present
CNL September 2006 - September 2007
CNL Financial Group January 2003 - January 2006
Skills
Direct Sales
Education
Rollins College - Crummer Graduate School of Business 2004 — 2006
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Central Florida 2000 — 2002
Bachelor of Science (BS), Business Administration and Management, General
Ohio Wesleyan University 1998 — 1999