CNL Financial Group
Industry: Commercial company
DescriptionCNL Financial Group, formerly Commercial Net Lease, is an Orlando, Florida based private investment management and commercial real estate company. It was started in 1973 by James Seneff. The company has been a major player in efforts to redevelop Orlando's downtown. Headquarters: Orlando, FL Founded: 1973 Key person: James M Seneff Jr Divisions: CNL Healthcare Properties; CNL Commercial Real Estate; CNL Growth Properties; Global Income Trust Parent organization: CNL Holdings, Inc. Subsidiaries: CNL Healthcare Properties,
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CNL Financial Group Employees
McKinsey & Company May 2014 - Present
McKinsey & Company June 2010 - May 2014
Clearwater Housing Authority July 2009 - November 2010
Capital One August 2008 - January 2009
CNL Financial Group December 2006 - June 2008
AmSouth Bank June 2004 - June 2005
Education
Elon University - Martha and Spencer Love School of Business 2000 — 2004
Business Management
Boone High 1996 — 2000
National Christian Foundation September 2012 - Present
CNL Financial Group 2009 - 2011
CNL Financial Group 2006 - 2009
CNL Financial Group 2003 - 2006
CNL Financial Group 2002 - 2003
CNL Financial Group 1999 - 2002
Skills
Strategic Planning, Team Building, Public Speaking, Marketing Strategy, Coaching
Education
Rollins College - Crummer Graduate School of Business 1996 — 1998
Master of Business Administration (MBA)
Wheaton College 1992 — 1996
Bachelor of Science (BS), History
South East Ramp / Winter Park Construction November 2012 - Present
CNLBank April 2012 - November 2012
CNLBank December 2006 - March 2012
CNLBank December 2006 - March 2012
CNL Retirement Corp. January 2004 - December 2006
CNL Financial Group January 1998 - December 2006
CNL Financial Group, Inc. January 1998 - January 2004
Lincoln Property Company February 1995 - January 1998
Skills
Construction Management, Facilities Management, Contract / Lease..., Due Diligence, Property Management, Contractual Agreements, Lease Negotiations, Contract Negotiation, Real Estate Development, Project Planning, Interior Design, Management, Process Scheduler, Space-planning, Real Estate, Real Estate Transactions, Negotiation, Mixed-use, Team Building, System Administration, Commercial Real Estate, Residential Homes, Feasibility Studies, Customer Service, Retail, Procurement, Renovation, Land Acquisition, Location Intelligence, Asset Managment, Banking, Contract Management, Corporate Real Estate, Disposition, Construction, Portfolio Management, Budgets, Strategic Planning, Real Estate Economics, Leases, Financial Analysis, Asset Management, Finance, Human Resources, Entitlements, Leadership, Project Management, Process Improvement, Brokerage, Executive Management
Education
Seminole State College of Florida 1987 — 1988
Certificate, Computer Software
Lake Howell High School 1981 — 1984
High School, General Studies
Spotify September 2015 - Present
CNL Financial Group November 2014 - September 2015
Siemens Energy May 2013 - October 2014
HD Supply August 2012 - May 2013
Salmon Agency 2008 - August 2012
Skills
Cloud Computing, Salesforce.com Developer, Salesforce.com..., Linux, MySQL, Web Applications, Ubuntu, JavaScript, Mobile Applications, Python, C++, HTML 5, Java, Eclipse, Force.com, IBM Websphere Cast Iron, Agile Methodologies, C, Lua, Visual Basic, CSS3, Visual Studio, C#, Github, jQuery, VBA, VirtualBox, Apache, Open Source, SQL, Shell Scripting, Data Mining, TCP/IP, XML, SOQL, PhoneGap, Database Administration, Linux System..., Apex Programming, Apex Data Loader, SaaS, Salesforce.com
Education
Seminole State College of Florida 2012 — 2014
Bachelor of Science (B.S.), Information Technology
Valencia College 2008 — 2011
Associate of Arts (A.A.), Computer Science
Oviedo High School 2004 — 2008
AT&T October 2012 - Present
CNL Financial Group August 2007 - October 2012
LarsonAllen January 2004 - August 2007
Skills
Pricing, Strategy, Financial Analysis, Accounting, Tax, Commercial Real Estate, Telecommunications, Financial Modeling, Budgeting
Education
University of Central Florida 2002 — 2004
Master of Science (MS), Taxation
University of Central Florida 1998 — 2002
Bachelor's of Science, Finance
Hy-Tech Property Services, Inc January 2015 - Present
PS Business Parks, Inc. October 2014 - January 2015
CNL Financial Group March 2012 - October 2014
Mirbeau Inn & Spa April 2011 - March 2012
Genesee Regional Bank 2008 - 2010
Skills
Customer Service, Budgets, Sales, Marketing, Microsoft Excel, Real Estate, Management, Contract Negotiation, Property Management, Retail
Education
Cazenovia College 2002 — 2006
Bachelor of Fine Arts (BFA), Interior Design
American Intercontinental University
Interior Design
B&W Global Inc. May 2014 - Present
Tech Tempest Inc. February 2014 - Present
CNL Financial Group May 2013 - May 2014
Bauerle Financial Inc. June 2006 - May 2008
Skills
Asset Management, Investments, Retirement Planning, Risk Management, Banking, Strategic Financial..., Securities, Mutual Funds, Business Analysis, Series 7, Insurance, Fixed Annuities, Analysis, Loans, Credit, Wealth Management, Management
Education
Auburn University 2008 — 2013
Bachelor of Science (BS), Political Science and Government
Dark Horse Institute 2009 — 2010
Bachelor of Arts (BA), Recording Arts Technology/Technician
Deland High School 2004 — 2008
CliftonLarsonAllen October 2014 - Present
Felsing LLC August 2013 - October 2014
CNL Financial Group February 2013 - July 2013
James N. Rudolph, P.A. February 2008 - February 2013
Graham, Cottrill, Jackson, Batts and Hostetter, PA January 2001 - December 2004
KPMG July 1998 - December 2000
Skills
Tax Compliance, Income Tax, Partnership Taxation, S Corporations, Tax Research, Federal Tax, Individual Taxation, Tax Returns, Tax, Corporate Tax, Tax Accounting, CPA, Financial Analysis, Tax Advisory, Tax Preparation, IRS, US Tax
Education
University of Central Floirda 1997 — 1998
MST, Taxation
University of Central Florida - College of Business Administration 1993 — 1996
Bachelor of Science in Business Administration, Accounting
ROC Seniors June 2014 - Present
CNL Financial Group May 2012 - July 2012
Education
University of Florida 2013 — 2014
Master of Science (MS), Real Estate
University of Florida 2009 — 2013
Bachelor of Science (BS), Finance, General
Westgate Resorts August 2015 - Present
HG Arts May 2014 - August 2015
Akerman LLP December 2009 - February 2014
Starwood Hotels & Resorts July 2007 - November 2008
Montanna and Associates October 2006 - July 2007
CNL Financial Group January 2000 - July 2006
CNL Shared Services 2000 - 2003
Superior Technical Resources April 1999 - August 1999
Sunterra January 1999 - March 1999
Parker Hannifin RACOR June 1993 - October 1998
Skills
Contract Negotiation, Procurement, Project Management, Budgets, SAP, Microsoft Office, Management, Purchasing, Team Leadership, Accounting, Software Documentation, Access, Customer Service, Sales, Negotiation, Team Building, Strategic Planning
Education
Fred C Beyer
High School Graduate
Modesto Junior College
General Education
Valley Commercial College
Secretarial, Business
Ameriprise Financial December 2014 - Present
Boston Sports Clubs September 2014 - November 2014
Boston Celtics September 2013 - May 2014
Ameriprise Financial Services, Inc. June 2006 - August 2013
CNL Financial Group July 2012 - August 2012
Hispanic Business Initiative Fund January 2011 - January 2011
Skills
Team Building, Community Outreach, Databases, Financial Reporting, Continuous Improvement, Management, Marketing, Social Media, Sales Management, Marketing Strategy, Networking, Nonprofits, Microsoft Office, Operations Management, Public Speaking, Market Research, Sales, Time Management, Teamwork, Training, Team Management, Windows, Fitness
Education
Endicott College 2010 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Bishop Moore Catholic High Scool 2006 — 2010
High School
Desire Street Ministries September 2012 - Present
Winn Executive Development 2006 - Present
CNL Financial Group July 2002 - October 2012
Skills
Change Management, Coaching, Community Development, Community Outreach, Culture Change, Executive Coaching, Executive Development, Leadership, Leadership Development, MBTI, Non-profit Leadership, Non-profits, Nonprofits, Organizational..., Organizational..., Organizational..., Performance Management, Public Speaking, Research, Strategic Planning, Strategy, Talent Management, Team Building, Training
Education
University of Central Florida 1995 — 1998
M.S. Industrial/Organizational Psychology, Industrial and Organizational Psychology
Unversity of Florida 1989 — 1993
Bachelor of Applied Science (BASc), Industrial/Organizational Psychology
ROC Seniors Bridge Investment Group Partners November 2013 - Present
Servant Capital Group February 2012 - October 2013
CNL Financial Group April 2010 - January 2012
New Broad Street Companies May 2007 - September 2010
Marriott Vacation Club International March 2006 - May 2007
Strategic Advisory Group April 2005 - April 2006
CNL Lifestyle Company, LLC February 2003 - March 2005
Strategic Advisory Group January 2001 - May 2003
Education
Furman University 1994 — 1998
Rollins College - Crummer Graduate School of Business
CNL Financial Group May 2015 - August 2015
Teacher Assistant- Entrepreneurship August 2014 - May 2015
Bellhops January 2014 - January 2015
Skills
Microsoft Excel, Financial Analysis, Microsoft Word, PowerPoint, Microsoft Office, Financial Modeling, Research, Accounting, Team Building, Analysis, Management, Customer Service, Public Speaking
Education
University of Florida 2014 — 2016
Nathan S. Collier Master of Science (M.S.), Real Estate
University of Florida 2012 — 2016
Finance, Heavener School of Business, Finance, General
Pilates Loft February 2014 - Present
CNL Financial Group 2007 - August 2013
Skills
Event Planning, Writing, Marketing Communications, Event Management, Photoshop, Pilates
Education
University of Central Florida 1998 — 2002
B.A., Communications, Marketing
Mapletree June 2014 - August 2014
Johnson Capital December 2013 - January 2014
CNL Financial Group October 2013 - November 2013
RTKL January 2013 - July 2013
RTKL July 2011 - January 2013
RTKL August 2011 - October 2011
CAA Architecki 2010 - 2010
CAA Architecki 2010 - 2010
Skills
Real Estate, Valuation, Investment Properties, Financial Modeling, Microsoft Excel, Argus Modeling, Due Diligence, Architecture, Urban Design, Mixed-use, Planning, SketchUp, Revit, AutoCAD, InDesign, Illustrator, Photoshop, Premiere, Architectural Drawings
Education
Cornell University 2013 — 2015
Master of Professional Studies, Real Estate, Concentration in Real Estate Finance / Investment, GPA 3.59
Dalian University of Technology 2006 — 2011
Bachelor of Architecture, Architecture, GPA 83.8%
CNL Commercial Real Estate April 2012 - Present
CNL Financial Group April 2007 - May 2012
Morrison Homes April 2005 - April 2007
KPMG 2002 - 2005
Skills
SEC filings, Financial Reporting, Accounting, General Ledger, Financial Analysis, Sarbanes-Oxley Act, Accounts Receivable, Internal Controls, Accounts Payable, Due Diligence, Financial Modeling, Forecasting, GAAP, Financial Statements, Auditing, Cash Flow, Financial Accounting, Account Reconciliation, CPA, Cash Management
Education
University of Central Florida 2000 — 2003
MBA, Accounting
University of Florida 1995 — 1998
Bachelors of Science, Accounting
Actuarial Consulting Group Inc November 2014 - Present
Merrill Lynch March 2014 - November 2014
CNL Financial Group May 2013 - December 2013
American Council of Young Political Leaders May 2012 - July 2012
Mobilize.org January 2011 - May 2011
Furman University August 2009 - May 2011
Furman University August 2009 - May 2010
Education
Wake Forest University School of Business 2012 — 2013
Master's degree, Management
Furman University 2008 — 2012
BA, Political Science
Xenia Hotels and Resorts, Inc. (formerly Inland American Lodging Management, LLC) February 2014 - Present
CNL Financial Group September 2012 - January 2014
CNL Lifestyle Company November 2005 - August 2012
CNL Hotels & Resorts March 2002 - November 2005
Skills
GAAP, Financial Analysis, General Ledger, Accounting, Internal Controls, Financial Statements, Account Reconciliation, CPA
Education
Florida State University 1989 — 1994
Bachelor's Degree, Accounting
Colliers International Tampa Bay Florida, Central Florida, Southwest Florida April 2014 - Present
CNL Financial Group August 2013 - April 2014
Nephron Pharmaceuticals May 2012 - July 2012
Skills
Supply Chain Management, Supply Chain, Microsoft Excel, Customer Service, Microsoft Office, Process Improvement, PowerPoint, Sales, Access, Microsoft Word, Operations Management, Inventory Management, Forecasting, Leadership, Financial Analysis, Management, Strategic Planning, Business Analysis, Logistics, Account Management, Data Analysis
Education
University of Central Florida - College of Business Administration 2012 — 2013
Master of Business Administration (M.B.A.), General MBA, 3.65
Auburn University 2008 — 2012
Bachelor's Degree, Business Administration; Finance
Matson Money April 2012 - Present
LPL Financial April 2011 - April 2012
CNL Financial Group December 1989 - January 2011
Skills
Investment Advisory, Wholesaling, Fee Based Investment..., Regional Development, Investor Relations, Investor Presentations, Investor Development, Portfolio Optimization, Presentation Skills, Client Presentation, Territory Development, Strategic Initiatives, Investments, Retirement Planning, Asset Management, Mutual Funds
Education
Wittenberg University 1979 — 1983
Bachelor of Arts (B.A.), Business Administration, Religion
College for Financial Planning 1986 — 1988
CFP®, Certified Financial Planner
The American College 1987 — 1988
LUTCF, Life Underwriter Training Coucil Fellow
CNL Financial Group November 2013 - Present
Cross, Fernandez & Riley, LLP January 2009 - October 2013
Skills
Accounting, International Tax, Tax Credits, Business, Real Estate, Manufacturing, Construction, Hospitality, Tax Preparation, Tax, Corporate Tax, CPA, Income Tax, ProSystem fx Tax, Partnership Taxation, US GAAP, QuickBooks, Tax Returns, General Ledger, Tax Accounting, Business Tax Planning, Financial Accounting, Financial Statements
Education
University of Central Florida 2009 — 2010
Master of Science, Taxation
University of Central Florida 2006 — 2009
Bachelor of Science in Business Administration, Accounting
CNL Financial Group May 2012 - Present
Tupperware Brands June 2011 - April 2012
PCE Investment Bankers April 2011 - June 2011
Uniqa Bulgaria October 2009 - July 2010
Skills
Financial Modeling, Financial Analysis, Business Valuation, Financial Accounting, Valuation, Finance, Financial Reporting, Due Diligence, Accounting, Strategic Financial..., Corporate Finance, Internal Controls, Forecasting, Managerial Finance, Mergers, Auditing, Financial Audits, Financial Risk, Analysis, Business Analysis, Economics, Account Reconciliation, Banking, Microsoft Excel, Cash Flow, Credit, Portfolio Management, Budgets, Investments, Credit Analysis, Business Development, Management, Risk Management, Credit Risk, Mergers & Acquisitions
Education
Rollins College - Crummer Graduate School of Business 2010 — 2012
MBA, Finance
American University in Bulgaria 2005 — 2009
Business Administration, Accounting and Finance
GolfNow June 2014 - Present
GolfNow May 2012 - June 2014
CNL Financial Group May 2011 - May 2012
CNL Financial Group February 2009 - May 2011
CNL Financial Group July 2007 - February 2009
Skills
CRM, Sales, Salesforce.com, Microsoft Excel, Financial Analysis, Financial Modeling, Organization, Time Management, People Skills, Leadership, Building Relationships
Education
Samford University 2003 — 2007
Bachelor of Science (BS), Business Administration and Management, General
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 Financial Group October 2011 - Present
Tower Investments, Inc. May 2008 - October 2011
Gromet & Associates 2007 - 2008
Snell & Wilmer February 2006 - March 2007
EJM Development Co. March 2003 - February 2006
Education
Attorney Assistant Training Program, UCLA Extension
Paralegal Certificate
University of California, Los Angeles
BA, Philosophy
CNL Financial Group June 2011 - Present
CNL Lifestyle Properties, Inc. June 2008 - June 2011
CNL Lifestyle Properties, Inc. March 2005 - June 2008
Destuche Bank 2003 - 2005
PricewaterhouseCoopers, LLC 2001 - 2003
Choice Logistics 1997 - 2001
Skills
Financial Reporting, SEC reporting, Financial Statements, Auditing, Accounting, Internal Controls, Financial Analysis, Financial Modeling, 10Q, Due Diligence, SEC filings, XBRL
Education
Baruch College, City University of New York (CUNY) 1998 — 2001
accounting
Certified Public Accountant in State of New York
Behringer Net Lease Advisors 2012 - 2015
Behringer Net Lease Advisors 2012 - 2015
Petra Capital Advisors, LLC June 2012 - November 2013
Embree Capital Markets Group, Inc. September 2010 - June 2012
Embree Capital Advisors, LLC September 2010 - June 2012
American Realty Capital September 2008 - March 2010
Cole Real Estate Investments June 2004 - September 2007
Hadley Enterprise Restaurant Opportunity Funds January 1997 - December 2002
CNL Financial Group January 1990 - December 1997
Wendwest, Inc. July 1985 - January 1990
Skills
Real Estate Investments, 1031 Exchanges, Investment Sales and..., EB 5 Investor..., Private Equity Funding, Mergers and Acquisitions, Investment Properties, Investments, Mergers, Program Management, Asset Managment, Portfolio Management, Private Equity
Education
Grand Canyon University 1979 — 1983
B.S., Business Administration
Hilton Grand Vacations February 2015 - Present
Hilton Grand Vacations September 2014 - February 2015
CNL Financial Group March 2013 - August 2014
CNL Financial Group May 2010 - March 2013
CNL Securities Corp. November 2008 - May 2010
CNL Securities Corp. March 2007 - November 2008
Skills
Salesforce.com, Analysis, Marketing, Strategic Planning, Business Intelligence, Strategy, Project Management, Training, Cognos, Microsoft Office, Finance, Sales Operations, Integration, Financial Analysis, Process Improvement, Financial Modeling, Forecasting, Sales Management, Business Analysis, Analytics, Silverpop Engage, Silverpop, ExactTarget, MailChimp, Constant Contact, CRM
Education
University of Central Florida - College of Business Administration 2001 — 2006
B.S.B.A.
ROC Seniors Housing Fund Manager, LLC October 2013 - Present
Servant Capital Group, LLC January 2012 - October 2013
Servant Investment, LLC & Servant Healthcare Investments, LLC July 2005 - December 2011
CNL Financial Group July 1998 - July 2005
Skills
Asset Management, Commercial Real Estate, Dispositions, Finance, Investments
Education
Auburn University 1975 — 1979
Bachelor of Science, Accounting
Toccare Day Spa September 2013 - Present
CNL Financial Group July 2013 - March 2014
Re Salon and Med Spa February 2012 - August 2013
Carmen! Carmen! Salon and Spa March 2008 - February 2012
Quail Hollow Country Club May 2006 - October 2006
Bliss, A day Spa and Studio January 2006 - May 2006
Skills
Telephone Skills, Sales, Appointment Scheduling, Accounts Payable, Data Entry, Chemical Peels, Waxing, Salons, Filing, Cosmetics, Makeup Artistry, Skin Care, Receptionist Duties, Spa, Aesthetics
Education
Aveda Institute of Atlanta 2006 — 2007
Licensed in Esthetics
Lee University 2001 — 2005
Bachelor of Arts (BA), Elementary Education (K-8)
CNL Financial Group October 2013 - Present
Modernmeal March 2013 - Present
XOS Digital August 2012 - August 2013
XOS Digital June 2011 - August 2012
XOS Digital 2010 - June 2011
NeuLion Inc/ JumpTV January 2008 - July 2009
JumpTV September 2008 - January 2009
JumpTV Sports January 2008 - September 2008
UCF Recreation and Wellness Center 2006 - 2008
University of West Florida 2002 - 2006
Skills
Sports, Advertising, Online Advertising, Marketing Strategy, Digital Media, Social Media Marketing, Social Media, Video, Broadcast, Event Management, Facebook, Management, Corporate Communications, Marketing Communications, Marketing, Sales, Mobile Devices, SEO, Cross-functional Team..., Creative Direction, Public Relations, Social Networking, New Media, Salesforce.com, Entertainment, Sports Marketing, Digital Marketing, Television, Sponsorship, Budgets, Leadership, Event Planning, Online Marketing, Strategy, Business Development, Video Production, Product Development, Press Releases, Lead Generation, E-commerce, Integrated Marketing, Email Marketing, Media Relations, Strategic Communications, Market Planning, Adobe Creative Suite, Trade Shows
Education
University of Central Florida 2006 — 2008
MBA & MSBM, Sports Business Management
University of West Florida - College of Business 2002 — 2006
BSBA, Finance
Culver Academies
Xenia Hotels & Resort March 2014 - Present
CNL Financial Group October 2012 - June 2014
Signature Flight Support July 2004 - October 2011
Mears Transportation Co July 2000 - June 2004
Pinnacle Realty Management Co March 1999 - July 2000
SUPERVALU April 1994 - February 1999
Skills
Accounting, Analysis, Advanced Excel, Pivot Tables, MS Word, Quicken, Quickbooks, Showcase Queries, Audit, Account Reconciliation, Variance Analysis, Hyperion, Concessions, Supervisory Skills, Problem Solving, Microsoft Excel, Auditing, General Ledger, Hyperion Enterprise, QuickBooks, Accounts Payable, Managerial Finance, Internal Controls, Financial Statements, Internal Audit, Financial Modeling, Strategic Financial..., Accounts Receivable, Bookkeeping, Journal Entries, Accruals, Financial Accounting, Tax Preparation, Outlook, Bank Reconciliation, Invoicing, Financial Reporting, Financial Analysis, Payroll, Budgets, Forecasting
Education
Marshall University
BBA, Accounting
CNL Financial Group May 2015 - Present
PricewaterhouseCoopers September 1998 - April 2015
Jefferson Wells International 2006 - 2007
HSN 2005 - 2006
Skills
Private Equity, Hedge Funds, Mutual Funds, Alternative Investments, Investments, Asset Management, Asset Managment, Accounting, Auditing, Due Diligence, Financial Analysis, Financial Reporting, Internal Controls, SEC filings, CPA, Finance, US GAAP
Education
University of Florida 1993 — 1998
Master, Accounting
Darden Restaurants December 2014 - Present
Darden Restaurants August 2013 - December 2014
CNL Financial Group July 2010 - August 2013
The Walt Disney Company June 2008 - July 2010
PR/PR Public Relations June 2009 - August 2009
Glaeser Realty 2008 - 2008
David Greenberg Communications 2006 - 2008
Skills
Brand Management, Communications Planning, Salesforce.com, CMS, WebEx, Silverpop, Press Releases, Social Media, Public Relations, Social Media Marketing, Internal Communications, Corporate Communications, Blogging, Editing, Email Marketing, Dreamweaver, Marketing, Proofreading, Strategic Communications, Newsletters, Media Relations, Event Planning
Education
University of Florida 2013 — 2015
Master of Business Administration (MBA)
University of Florida 2004 — 2008
B.S., Public Relations, Business Administration
Verizon August 2015 - Present
Verizon March 2013 - Present
CNL Financial Group September 2011 - March 2013
AirTran Airways April 2004 - September 2011
Ernst & Young January 2001 - April 2004
Skills
Financial Reporting, Financial Modeling, Great Plains Software, Sarbanes-Oxley Act, Forecasting, Accounting, Internal Controls, SEC filings, Auditing, Budgets, Financial Analysis, General Ledger, Financial Accounting, Access, Account Reconciliation, Accounts Receivable, Accruals, CPA, Cash Flow, Financial Statements, GAAP, Hyperion Enterprise, Process Improvement, US GAAP, SEC Filings, Variance Analysis
Education
University of Central Florida 1996 — 2000
Masters, Accounting
Netxfolio, LLC May 2013 - Present
Davis & Associates Consulting, Inc. April 2004 - Present
CNL Financial Group December 2011 - May 2013
The Revere Group June 2005 - December 2011
Turbine Technology Services October 1998 - April 2004
Skills
IT Strategy, Citrix, Microsoft Exchange, Microsoft SQL Server, IIS, VMware ESX, ASP, Cisco Technologies
Education
University of Phoenix 2011 — 2012
MBA, 2012
University of Phoenix 2005 — 2007
BS/IT, Information Technology
University of Central Florida - College of Business Administration 1998 — 2000
MIS, Information Technology
ShariaPortfolio, Inc. June 2015 - Present
Virji Investments, Inc. March 2015 - Present
Option Technologies International, LLC September 2014 - February 2015
Technology Depot October 2009 - May 2014
CNL Financial Group May 2007 - March 2009
Lloyd's of London Insurance Market January 2005 - May 2005
Skills
Real Estate, Securities, Negotiation, Investments, Budgets, Strategic Planning, Forecasting, Mutual Funds, Investment Properties, Analysis, Alternative Investments, Leadership, Financial Analysis, Due Diligence, Financial Modeling, Corporate Finance, Finance, Management
Education
Rollins College - Crummer Graduate School of Business 2006 — 2008
MBA, Finance & International Business
Rollins College 2002 — 2006
Bachelor's degree, International Business with minors in Spanish and Economics
MetLife 2002 - Present
Bankers Insurance Service 1998 - 2001
CNL Financial Group 1996 - 1998
Associates 1994 - 1996
American Bankers Insurance Group 1990 - 1994
Avco/Balboa Insurance Group 1986 - 1990
Skills
IRA..., Asset Allocation..., Term, Whole, and..., Fixed and Variable..., Mutual Funds, Stocks,..., Lump Sum Pension..., Mortgage protection..., Education Funding..., Charitable & Estate..., Managed Accounts, Securities, Retirement Planning
Education
The American College
Chartered Financial Consultant
University of Wisconsin-Madison
Bachelor's Degree, BS – Education
CNL Financial Group September 2014 - Present
Jones Lang LaSalle February 2014 - July 2014
Leslie Hielema May 2013 - June 2013
Ben Johnson Associates, Inc. September 2009 - September 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Team Management, Leadership, Creative Writing, SEO, Customer Service, PowerPoint, English, Research, Windows, Outlook, Prezi, Time Management, Management, Training, Public Speaking, Event Planning, Business Strategy, Operations Management, Process Scheduler, Process Improvement, Inventory Management, Higher Education, Social Media, Teamwork, Leadership Development, Marketing, Business Development, Sales, Program Management, Social Networking, Start-ups, Data Analysis, Logistics, Team Leadership, Market Research, Entrepreneurship
Education
Rollins College - Crummer Graduate School of Business 2013 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, Entrepreneurship
Florida State University 2008 — 2012
Bachelor's degree, Business Administration and Management
McGladrey December 2013 - Present
CNL Financial Group June 2007 - February 2012
Lifestyles Realty Web, Inc. January 2006 - June 2007
Skills
Microsoft Excel, Customer Service, Microsoft Office, Microsoft Word, Budgets, Strategic Planning, Sellers, Outlook, English, Real Estate, Investment Properties, Photoshop, PowerPoint, Negotiation, Research, Property Management, Windows, Spreadsheets, Tax Preparation, Accounting
Education
University of Central Florida 2003 — 2005
Bachelor of Science /Business Admin, Finance
Santa Fe Community College 2000 — 2003
Associate’s of Arts, Business
CNL Financial Group May 2015 - Present
Atlantic American Opportunities Fund September 2014 - March 2015
Tulane University August 2013 - June 2014
Cantale & Guinan Capital September 2013 - May 2014
Adhia Funds August 2012 - October 2012
Bankers Financial Corporation May 2012 - August 2012
Skills
Microsoft Office, Financial Modeling, Equity Valuation, LBO Modeling, Bloomberg Terminal
Education
Tulane University 2013 — 2014
Master of Science in Finance, Asset pricing, Fixed income, Portfolio Management, Equity Analysis
University of Tampa 2010 — 2013
Bachelor of Science in Finance, Banking, Finance, Investment
Beijing Jiaotong University 2007 — 2009
Associate of Science (AS), Mathematics
Consulting April 2014 - Present
Seminole state College 2014 - 2014
Seminole state College 2014 - 2014
Moss, Krusick & Associates, LLC 2013 - 2014
Concord Management Limited 2007 - 2013
CNL Financial Group 2003 - 2007
Aircraft Service International Group (ASIG) 2001 - 2003
Skills
GAAP Reporting, SOX 2002, Cash Conversion Cycle..., Learning to speak French, Net Present Value (NPV), Management by Exception, Variance Analysis, Financial Reporting
Education
Universiy of Central Florida
Masters of Science, Accounting, 3.8 GPA
Stonehill College
Bachelor's of Science, Accounting
CNL Financial Group November 2013 - Present
PCE Valuations, LLC August 2011 - November 2013
CPA Retirement Planning January 2011 - July 2011
Warrington Finance Scholars August 2009 - December 2010
Raymond James June 2010 - August 2010
CPA Retirement Network May 2009 - August 2009
Skills
Asset Management, Portfolio Management, Analysis, Valuation, Business Valuation, Financial Analysis, Finance, Financial Modeling, Corporate Finance, Microsoft Excel, Investment Banking, Restructuring, Due Diligence, Excel, PowerPoint
Education
University of Florida - Warrington College of Business Administration 2006 — 2010
Bachelors of Science, Finance
Universidad Antonio de Nebrija 2008 — 2008
Spanish
Ridgeview High School 2002 — 2006
Marriott Vacation Club International May 2011 - Present
WALT DISNEY PARKS AND RESORTS ONLINE February 2011 - May 2011
Marriott Vacation Club International September 2008 - February 2011
CNL Financial group April 2007 - August 2008
Swatch Group February 2007 - April 2007
Skills
Cognos, Oracle SQL, Cognos ReportNet, Framework Manager, Business Intelligence, Business Intelligence..., Consulting, Data Modeling, Dimensional Modeling, Data Warehousing, Data Warehouse...
Education
Cleveland State University 2005 — 2006
Masters, Engineering
Kakatiya University 2001 — 2005
BTech, Electrical and Electronics
CNL Financial Group October 2006 - Present
CHEP June 2004 - September 2006
CHEP August 1999 - June 2004
Triangle Tech November 1995 - May 1999
Skills
Financial Modeling, Forecasting, Financial Analysis, Due Diligence, Valuation, Financial Reporting, Finance, Accounting, Cash Management, Portfolio Management, Sarbanes-Oxley Act, Investments, Budgets, Income Statement, Business Strategy, Strategic Planning, Internal Controls, Corporate Finance, GAAP, Contract Negotiation, Mergers, Process Improvement, Private Equity, Executive Management, Asset Management, Acquisitions, Managerial Finance, Analysis, Risk Management, Strategic Financial..., P&L
Education
Duquesne University 1990 — 1994
BS, Finance
PREDEX Capital Management February 2013 - Present
Mission Realty Advisors January 2011 - Present
Steadfast Capital Markets Group March 2009 - March 2010
CNL Financial Group November 2004 - March 2009
AIG Global Real Estate Investment Corp. May 2000 - October 2004
CB Richard Ellis Investors April 1997 - April 2000
CB Richard Ellis Capital Markets October 1996 - October 1998
Ameritech Pension Trust May 1991 - April 1996
Lend Lease Investments 1988 - 1990
The Landsing Corporation 1972 - 1988
Skills
Investments, Financial Advisory, Management, Portfolio Management, Capital Markets, Investment Properties, Real Estate, Entrepreneurship, Funding, Program Management, Marketing, Real Estate Economics, Investors, Asset Managment, Private Equity, Alternative Investments, Valuation, Due Diligence, Investment Strategies, Disposition, Financial Modeling, Real Estate Development, Mergers & Acquisitions, Asset Management
Education
Stanford University Graduate School of Business 1970 — 1972
MBA
University of Virginia 1958 — 1962
BA, History
CNL Financial Group February 2015 - Present
CNL Financial Group October 2013 - February 2015
Plan A PR & Marketing February 2012 - October 2013
Orlando Wedding Magazine August 2010 - December 2012
Metropolis Advertising 2004 - 2012
Valencia Community College 2009 - 2009
University of Central Florida 2001 - 2009
Patterson Bach Communications 2001 - 2002
The Leukemia & Lymphoma Society 1999 - 2000
Skills
Advertising, Public Relations, Social Media Marketing, Copywriting, Marketing Communications, Event Planning, Event Management, Public Speaking, Online Advertising, Press Releases, Marketing, Direct Mail, Marketing Strategy, Social Networking, Email Marketing, Fundraising, Account Management, Media Studies, Facebook, Magazines, Adobe Creative Suite, Blogging
Education
Towson University 1998 — 1999
MA, Mass Communication
Towson University 1994 — 1998
BS, Mass Communication
CNL Financial Group April 2010 - Present
GRL Consulting December 2009 - Present
Nicklaus Companies February 2008 - December 2009
Pyramid Advisors April 2007 - February 2008
CNL Hotels & Resorts August 2004 - April 2007
Toll Brothers Inc. 2003 - 2004
Skills
Mergers & Acquisitions, Contract Negotiation, Project Management, Leadership, Marketing, Asset Managment, Valuation, Real Estate, Leases, Real Estate Development, Due Diligence, Investment Properties, Financial Analysis, Hospitality, Golf Resorts, Asset Management, Comprehensive Planning, Management, Resorts, Budgets, Golf, Mergers, Real Estate Economics, New Business Development, Investments, Negotiation, Business Planning, Team Building, Event Management, Marketing Strategy, Strategic Planning, Construction
Education
Florida State University 1973 — 1974
Master of Science (M.S.)
Tulane University 1968 — 1972
BS, Psychology
Marriott Vacations Worldwide Corporation February 2014 - Present
Fournier & Associates, Inc May 2009 - February 2014
CNL Financial Group 2004 - 2009
ZOM Development 1999 - 2002
Marriott Vacation Club International 1993 - 1998
Skills
Entitlements, Real Estate Development, Feasibility Studies, Due Diligence, Tenant, Construction Management, Mixed-use, Land Acquisition, Land Development, Resorts, Brokerage, Acquisitions, Construction, Real Estate Financing, Disposition, Shopping Centers, Property Management, Tenant Representation, Project Planning, Corporate Real Estate, Leases, Partner Management, Real Estate Transactions, Resort Development, Timeshare, Multi-family, Office Development, Partnership Management, Real Estate, Dispositions
Education
University of Louisiana at Lafayette 1981 — 1983
BS Engineering, Fluids/Chemical Engineering
Raymond James Financial, Inc. July 2015 - Present
CNL Financial Group June 2014 - August 2014
Education
University of Florida 2011 — 2015
Finance
CNL Financial Group May 2015 - Present
PCE Investment Banking ESOP Valuation Advisory August 2014 - December 2014
CNL Financial Group June 2014 - August 2014
PCE Investment Bankers May 2013 - August 2013
Merrill Lynch Wealth Management August 2012 - December 2012
Skills
Financial Modeling, REITs, BDCs, Real Estate, Alternative Investments, Teamwork, Microsoft Excel, Investment Banking, Valuation, Mergers & Acquisitions
Education
Rollins College - Crummer Graduate School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, Entrepreneurship, and Management, 3.8/4.0
University of Central Florida
Bachelor's Degree, Business Administration and Management, Finance
CNL Financial Group July 2013 - Present
The Institute of Internal Auditors Inc. December 2012 - June 2013
The Institute of Internal Auditors Inc. June 2008 - December 2012
The Institute of Internal Auditors Inc. April 2005 - June 2008
The Nature Conservancy July 2001 - March 2005
The Nature Conservancy October 1999 - July 2001
The Nature Conservancy February 1997 - October 1999
Skills
Internal Communications, Corporate Communications, Media Relations, Strategic Communications, Marketing Communications, Newsletters, Editing, Content Development, Editorial, Public Relations, Copywriting, Thought Leadership, Copy Editing, Communications Planning, Web Content, Content Management, Publications, Press Releases, Event Planning, AP Style, Web Content Management, Proofreading, Creative Writing, Online Communications, Publishing, Cross-functional Team..., Strategy, Program Management, Project Management, Technical Writing, Marketing, Leadership, Magazines, Management, Crisis Communications, Strategic Planning, Social Media, Email Marketing, Research, Project Planning, Social Media Marketing, Content Marketing, Online Marketing, Social Networking, Storytelling, Nonprofits, Marketing Strategy, Speech Writing
Education
University of Central Florida 1999 — 2002
Master of Arts (M.A.), Communication (M.A.), 4.0 GPA
University of Central Florida 1994 — 1998
Master of Arts (M.A.), Interpersonal Communication & Anthropolgy (B.A.), 4.0 GPA
CNL Financial Group June 2011 - Present
Frontline Performance Group January 2011 - June 2011
State Farm Insurance September 2009 - October 2010
Wet Seal, Inc October 2007 - June 2009
Maurices May 2007 - October 2007
Brookstone Communications 2005 - 2005
Skills
Marketing
Education
Liberty University 2005 — 2008
Business, Marketing
High School Soccer Officials of Central Florida September 2011 - Present
Obor Digital May 2015 - July 2015
Orange County Supervisor of Elections October 2014 - November 2014
CNL Financial Group May 2014 - September 2014
Ennoview, Inc. February 2014 - March 2014
Digital Pipe Inc June 2013 - January 2014
University of Central Florida May 2011 - September 2013
Publix Super Markets September 2005 - March 2011
Skills
Troubleshooting, Customer Service, Technical Support, Windows, Microsoft Office, Microsoft Excel, Computer Hardware, Networking, HTML, Help Desk Support, Teamwork, Windows 7, XP, Switches, iPhone, iPad, Android, Cisco Technologies, Remote Desktop, HTML5, CSS, JavaScript, jQuery, PHP, Microsoft SQL Server, SQL
Education
Seminole State College of Florida 2013 — 2015
Bachelor of Science (B.S.), Information Systems Technology
University of Central Florida 2009 — 2011
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
CNL Financial Group November 2012 - Present
Skills
Recruiting, Employee Relations, Employee Benefits, Benefits Administration, Performance Management, Screening Resumes, Human Resources, Interviews, Management, College Recruiting, Hiring, Sales
Education
Florida State University 2006 — 2010
BS, Social Science
Bishop Moore
Northwestern Mutual January 2015 - Present
Alpha Kappa Psi April 2014 - Present
CNL Financial Group August 2014 - December 2014
BNY Mellon April 2013 - July 2014
UBS Wealth Management August 2012 - December 2012
Alpha Kappa Psi April 2012 - November 2012
Lockheed Martin July 2011 - July 2012
Alpha Kappa Psi November 2011 - March 2012
University of Central Florida June 2011 - September 2011
Raymond James Financial Inc. December 2010 - December 2010
Skills
Leadership, Team Leadership, Public Speaking, PowerPoint, Financial Analysis, Finance, Team Building, Budgets, Bloomberg Terminal, Entrepreneurship, Salesforce.com, Microsoft Excel, Microsoft Word, Teamwork, Management, Group Management, Financial Modeling, Analytical Abilities, Public Relations, Project Planning, Market Research, Outlook, Presentations, Portfolio Management, Creativity Skills, Analytical Models, Investments, Customer Service, Social Networking, Group Development, Networking, Access, Microsoft Office, Equities, Mutual Funds, Valuation, Marketing Effectiveness, Marketing, Fundraising, Strategic Planning, Data Analysis, Forecasting, Accounting, Risk Management, Analysis, Time Management
Education
University of Central Florida - College of Business Administration 2009 — 2012
Bachelor of Arts (B.A.), Finance
Lake Sumter Community College 2005 — 2009
Associate of Arts, Engineering
Shop24 Global LLC November 2013 - Present
CNL Financial Group 2011 - 2013
Skills
Advertising, Email Marketing, Press Releases, Creative Direction, Sales, Marketing, Google Analytics, Management, Social Media, B2B Marketing
Education
Capital University 2006 — 2010
Bachelor of Arts (B.A.), Marketing
Hondros College
Real Estate License
Le Cordon Bleu College, Orlando May 2015 - Present
Le Cordon Bleu College of Culinary Arts 2007 - 2015
CNL Financial Group November 2006 - November 2007
Nova Southeastern University June 1998 - November 2006
Skills
Microsoft Office, Customer Service, Microsoft Excel, Higher Education, Student Affairs, PowerPoint, Microsoft Word, Adult Education, E-Learning, Instructional Design
Education
American InterContinental University
Bachelor of Business Administration (BBA)
CNL Financial Group February 2015 - Present
Skills
Project Management, Public Relations, Sales, Press Releases, Internal Communications, Event Management, Event Planning, Email Marketing, Newsletters, Digital Marketing, Budgets, Leadership, Advertising, Marketing, Strategic Communications, Strategy, Corporate Communications, Program Management, SEO, Marketing Communications
Education
Syracuse University - Martin J. Whitman School of Management 2005 — 2008
Master of Business Administration (MBA), Business Administration and Management, General
University of Southern California 1994 — 1998
BA, Communication and Business
Red Lobster July 2014 - Present
Red Lobster December 2012 - July 2014
Olive Garden March 2003 - December 2012
Darden Restaurants July 1997 - March 2003
CNL Financial Group July 1992 - July 1997
Skills
C-Level Executive..., Office Management, Office Administration, Project Management, Leadership, Teamwork, Event Planning, Management, Microsoft Office, PowerPoint, Customer Service, Time Management, Microsoft Excel, Administrative..., Outlook, Microsoft Word, Access, Restaurants, Inventory Management, Process Scheduler, Data Entry, Telephone Skills, Financial Analysis, CPS, Certified..., Administrative...
Education
Seminole Community College 1989 — 1991
Lyman High School 1985 — 1989
Diploma
Deloitte September 2014 - Present
George Washington University August 2013 - May 2014
Savickas Financial, Inc. November 2013 - February 2014
Deloitte June 2013 - August 2013
George Washington University September 2009 - May 2013
CNL Financial Group June 2011 - December 2011
Frontline Outreach, Inc June 2011 - July 2011
Skills
Accounting, Teamwork, PowerPoint, Excel, Microsoft Office, Word, Microsoft Excel, Microsoft Word, Research, Time Management, Customer Satisfaction, Budgets, Financial Accounting, Marketing, Public Speaking, Nonprofits, Event Planning, Project Planning, Social Media, Market Research, Data Analysis, Financial Reporting, Financial Analysis, Access, Auditing, Mentoring, Positive Can-do Attitude, Leadership, Finance
Education
The George Washington University - School of Business 2013 — 2014
Master's Degree, Accountancy, Magna Cum Laude
The George Washington University - School of Business 2009 — 2013
Bachelor of Accountancy, Accountancy, Summa Cum Laude
Pine Castle Christian Academy 2005 — 2009
High School
Production Resource Group June 2015 - Present
CNL Financial Group May 2014 - August 2014
Tropical Ford May 2013 - August 2013
Skills
Leadership, Strategic Planning, Financial Analysis, Time Management, Collaborative Problem..., Organization Skills, Corporate Accounting, Accounting, Corporate Finance, Auditing, General Ledger, Financial Statements
Education
Queens University of Charlotte 2011 — 2015
Queens University of Charlotte
Accounting/Banking
CNL Financial Group June 2015 - August 2015
CNL Financial Group June 2012 - July 2014
Vellos Brickstreet Grill May 2011 - December 2011
DeThomasis &Buchanan, PA May 2010 - August 2011
Enterprise Rent-A-Car May 2008 - February 2009
Education
University of Florida - Fredric G. Levin College of Law 2014 — 2017
University of Florida, Hough Graduate School of Business 2011 — 2012
Master of Arts in International Business, Master of Arts in International Business, Certificate in Global Management, 3.5
University College London, U. of London 2012 — 2012
Graduate Affiliate Student, Department of Management Science & Innovation
University of Florida - Warrington College Of Business 2009 — 2011
Bachelor of Science Business Administration, Economics, 3.4
CNL Financial Group July 2014 - Present
Orange Lake Resorts, Holiday Inn Club Vacations January 2014 - July 2014
Mount Sinai Hospital July 2001 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, HTML, Raiser's Edge, Google Docs, Linear Systems, SID
Education
City University of New York-Herbert H. Lehman College 2000 — 2001
CNL Financial Group June 2015 - August 2015
Ferrell Wealth Management May 2014 - July 2014
New Traditions Bank May 2013 - July 2013
Skills
Research, PowerPoint, Microsoft Office, Social Media, Microsoft Word, Microsoft Excel, Facebook, Teamwork, Statistics, Social Networking, Spanish, Leadership
Education
Rollins College - Crummer Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Rollins College 2011 — 2015
Bachelor’s Degree, Economics, 3.5 GPA
Winter Park High School 2007 — 2011
DLConcepts July 2002 - Present
CNL Financial Group February 2001 - July 2002
Phoenix Life Insurance Company January 1990 - February 2001
Skills
Social Media Marketing, Entrepreneurship, Start-ups, Online Marketing, Online Advertising, Website Development, Website Localization, Website Creation, Search Engine Technology, E-commerce, E-commerce SEO, SEO, Web Design, Public Speaking
Education
Harvard University 1998 — 1999
Object Oriented Languages, Computer Science
New York University 1985 — 1986
Certificate Computer Programming, COBOL, BAL, JCL
CNL Financial Group August 2015 - Present
HD Supply October 2014 - August 2015
Travel Traders LLC September 2011 - July 2014
Gap Inc. May 2011 - July 2011
Gap Inc. July 2009 - April 2011
Gap Inc. January 2008 - June 2009
Skills
Real Estate, Financial Analysis, Accounts Payable, Finance, Microsoft Excel, Accounting, Forecasting, Retail, Process Improvement, Financial Reporting
Education
The University of New Mexico - Robert O. Anderson School of Management 2003 — 2007
Bachelor's of Administration, Accounting
CNL Securities Corp. August 2015 - Present
CNL Financial Group May 2014 - August 2014
Merrill Lynch March 2014 - May 2014
Education
Wofford College 2013 — 2015
Finance
Harding University 2011 — 2013
CNL Securities Corp June 2012 - Present
CNL Financial Group July 2011 - June 2012
The Walt Disney Company 2010 - 2011
University of Central Florida April 2008 - May 2009
Skills
Customer Service, Social Media
Education
University of Central Florida 2005 — 2010
Bachelor, Marketing, Accounting
CNL Financial Group January 2013 - Present
Averett Warmus Durkee June 2007 - January 2013
KRG&G January 2006 - March 2007
Lowndes, Drosdick, Doster, Kantor & Reed, P.A. June 2003 - October 2005
Skills
CPA, Tax Returns, S Corporations, Tax, Accounting, General Ledger, Partnership Taxation, Corporate Tax, Tax Preparation, Income Tax, QuickBooks, Tax Research, ProSystem fx Tax, Financial Analysis, GAAP, Preparation, Financial Accounting, Financial Reporting, Financial Planners, Sales Tax, Tax Accounting, Journal Entries, Account Reconciliation, Accountants
Education
University of Central Florida 2005 — 2006
Masters
University of Central Florida 1999 — 2003
Bachelors
Lake Howell High School
CNL Financial Group August 2014 - Present
PwC July 2012 - August 2014
Skills
Accounting, Budgets, Tax Accounting, Analysis, Microsoft Excel, Financial Accounting, Leadership, GoSystems, Pass-through Entities, Corporate Tax, Relational Databases, Outlook, PowerPoint, Microsoft Word, Financial Reporting, Financial Analysis, Time Management, Teamwork, Finance
Education
Saint Leo University
Master's Degree, MAcc
University of South Florida - College of Business Administration 2008 — 2012
BS, Accounting
CNL Financial Group March 2015 - Present
CNL Financial Group April 2012 - March 2015
Mercantile Capital Corporation May 2011 - April 2012
Orlando Ballet, Inc. September 2011 - December 2011
City of Winter Park September 2011 - December 2011
On View Magazine April 2011 - August 2011
Rollins College June 2008 - April 2011
Fossil November 2009 - December 2010
American Lung Association May 2009 - August 2009
Rollins College August 2008 - May 2009
Skills
Microsoft Office, Market Research, SPSS, Data Analysis, SEC Filings, Alternative Investments, Private Debt, Real Estate Investments
Education
Rollins College - Crummer Graduate School of Business 2010 — 2012
MBA, Marketing, Management
Rollins College 2007 — 2010
Bachelor of Arts, Anthropology
CNL Financial Group April 2015 - Present
CNL February 2012 - April 2015
McGladrey October 2011 - February 2012
McGladrey November 2009 - September 2011
American Campus Communities December 2008 - June 2009
Skills
CPA, Accounting, Tax Preparation, Tax, Corporate Tax, SEC filings, GAAP, Tax Research, Account Reconciliation, Financial Reporting, Financial Statements, QuickBooks, Event Planning, General Ledger, Accounts Payable, Bookkeeping, Tax Accounting, Partnership Taxation, Income Tax, Sarbanes-Oxley Act, Financial Analysis, Financial Accounting
Education
University of Central Florida 2008 — 2009
Master's Degree, Taxation, 3.7 GPA
University of Central Florida 2004 — 2008
Bachelor's Degree, Accounting, 3.8 GPA
CNL Financial Group / JDS Holdings, LLC January 2006 - Present
CNL Financial Group April 2005 - December 2005
Lockheed Martin September 2003 - March 2005
A.T. Kearney January 2001 - September 2003
ActiveSky January 2000 - December 2000
A.T. Kearney October 1997 - December 1999
Price Waterhouse September 1991 - July 1995
Skills
Strategic Planning, Change Management, Tactical Asset..., Private Equity, Financial Analysis, Investments, Equities, Entrepreneurship, Strategy, Valuation, Due Diligence, Portfolio Management, Mergers & Acquisitions, Mergers, Finance, Real Estate, Leadership, Business Planning, Financial Modeling, Venture Capital, Asset Management, Real Estate Development, Management, Corporate Development, Business Strategy, Management Consulting, Hedge Funds, Start-ups, Corporate Finance, Alternative Investments, Financial Services, Risk Management, Fixed Income, Investment Strategies, Capital Markets, Analysis, Investment Management, Asset Allocation
Education
University of Chicago 1995 — 1997
MBA, Finance, Strategy, Marketing
The University of Chicago - Booth School of Business 1995 — 1997
MBA, Finance, Strategy, Marketing
University of Pennsylvania (Wharton) 1987 — 1991
BSE, Finance, Multinational Management
Builder's Publishing Group February 2015 - Present
F4 Wealth Advisors January 2014 - December 2014
CNL Financial Group October 2009 - December 2013
i9 Sports August 2006 - October 2009
Orlando Magic July 2003 - July 2006
Skills
Salesforce.com, Investments, Asset Management, Marketing Strategy, Real Estate, Entrepreneurship, Event Management, Marketing, Management, Sales, Strategic Planning, Real Estate Development, New Business Development, Strategy, Business Planning, Market Research, Contract Negotiation, Business Strategy, Negotiation, Financial Services, Budgets, Business Development, Leadership, Marketing Communications, Advertising, Email Marketing, Social Media Marketing, Sponsorship, Online Marketing, Social Networking, Public Relations, Event Planning
Education
University of Florida 1999 — 2002
Bachelor of Science, Advertising/Communications
Ventas, Inc. March 2013 - Present
Arsenal Venture Partners December 2010 - July 2012
CNL Financial Group August 2007 - December 2010
Banc of America Securities May 2005 - July 2007
Banc of America Securities June 2004 - May 2005
JPMorgan Chase May 2003 - August 2003
Skills
Private Equity, Venture Capital, Hedge Funds, Financial Analysis, Financial Modeling, Valuation, Due Diligence, Investments, Mergers, Corporate Finance, Portfolio Management, Equities
Education
Rollins College - Crummer Graduate School of Business 2008 — 2011
Masters of Business Administration, Finance and Entrepreneurship, 3.980
University of Virginia 2000 — 2004
Commerce, Finance, Management, 3.904
Winter Park High School 1996 — 2000
CNL Financial Group May 2015 - August 2015
Moe's Southwest Grille April 2008 - October 2011
Skills
ASP.NET MVC, HTML5, C#, JavaScript, SQL, Microsoft Word, Software Development, Windows, CSS, C++, ASP.NET, Microsoft SQL Server, PowerPoint, Java, Visual Studio, Databases, .NET, SharePoint, OOP, HTML
Education
Seminole State College of Florida 2013 — 2015
B.S. Information System Technologies, Computer Programming
Integral Lotus Solutions, LLC March 2012 - Present
CNL Financial Group July 2012 - June 2015
CNL Financial Group September 2008 - June 2015
CNL Financial Group September 2005 - September 2008
Valencia College June 2001 - August 2005
Skills
Certified Yoga..., Leadership, Project Management, Microsoft Office, Public Speaking, Strategic Planning, Budgets, Due Diligence, Customer Service, Transformational Life..., Hakomi
Education
Institute of Transpersonal Psychology 2013 — 2016
Doctor of Philosophy (Ph.D.), Psychology, Cognitive Neuroscience
Institute of Transpersonal Psychology 2010 — 2012
Master’s Degree, Transpersonal Psychology
Rollins College 2005 — 2007
Bachelor’s Degree, Environmental Studies and Growth Management, magna cum laude
Marriott Vacations Worldwide December 2011 - Present
CNL Financial Group October 2011 - December 2011
Marriott Vacation Club International January 2007 - September 2011
PwC September 2000 - January 2007
Skills
Technical Accounting..., Accounting Policy, GAAP, SEC filings, Auditing, Financial Reporting, Variance Analysis, Financial Analysis, Forecasting, Accounting, Sarbanes-Oxley Act, Internal Controls, Financial Accounting, Management Accounting, Audit Management, Strategic Financial..., Budgets, Sarbanes-Oxley, Policy, Revenue Recognition, US GAAP, SEC Filings
Education
Long Island University, C.W. Post Campus 1999 — 2001
Master of Science (M.S.), Accounting
State University of New York College at Old Westbury 1997 — 1999
Bachelor of Science (B.S.), Accounting
Kings Park High School
CNL Financial Group December 2011 - Present
Servant Healthcare Investments October 2007 - April 2012
CNL Retirement Corp October 2003 - September 2007
Koc Holding A.S. July 1997 - June 2001
Skills
Valuation, Mergers, Underwriting, Financial Modeling, Financial Analysis, Due Diligence, Asset Managment, Real Estate Economics, Investments, Financial Reporting, Portfolio Management, Finance, Asset Management, Mergers & Acquisitions
Education
Rollins College - Crummer Graduate School of Business 2001 — 2002
MBA
Boğaziçi University 1993 — 1997
BA
M&T Bank August 2014 - Present
New City Capital LLC June 2013 - August 2013
LifeNet International December 2008 - June 2012
CNL Financial Group August 2005 - December 2008
Trinity Forum Academy August 2004 - May 2005
Skills
Valuation, Business Development, Financial Modeling, Market Research, International..., Due Diligence, Financial Analysis, Strategic Planning, Asset Management, Social Media Marketing, Business Strategy, Competitive Analysis, Nonprofits, Strategy, Entrepreneurship, Management Consulting, Start-ups, Private Equity
Education
University of Virginia - Darden Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA)
Southeastern University 2000 — 2004
Bachelor of Science (BS), Finance, General
CNL Financial Group April 2015 - Present
First Step Economic Opportunity Zone, Inc. April 2014 - Present
Africa Felix Juice LLP March 2014 - April 2015
Samshi Afrika Ltd. August 2012 - May 2014
FIRST STEP Economic Opportunity Zone, Inc. August 2008 - April 2012
Developing World Markets May 2011 - August 2011
MCG Capital Corporation February 2006 - July 2008
Bureau of Labor Statistics July 2005 - February 2006
Skills
Financial Modeling, Valuation, Private Equity, Due Diligence, Financial Analysis, Emerging Markets, Investments, Corporate Finance, Capital Markets, Portfolio Management, Investment Banking, Economics, Mergers, Business Strategy, Venture Capital, Finance, Restructuring, Corporate Development, Financial Structuring, Business Valuation, Leveraged Finance
Education
Yale University - Yale School of Management 2010 — 2012
MBA, Finance
Loyola University Chicago 2003 — 2005
BA, Economics
Illinois Wesleyan University 2001 — 2003
SK Research, LLC October 2014 - Present
DDWizard June 2013 - October 2014
CNL Financial Group November 2009 - August 2014
Greenberg Traurig, P.A. September 2007 - November 2009
Skills
Series 7, Series 24, Series 79, FINRA, Corporate Law, Asset Management, Alternative Investments, Finance, Investments, Due Diligence, Commercial Litigation, Mergers & Acquisitions, Mediation, Capital Markets
Education
Florida State University College of Law 2004 — 2007
Juris Doctor
Wake Forest University 1999 — 2003
Bachelor of Arts (B.A.), Political Science
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
CNL Financial Group May 2012 - Present
Servant Investments February 2006 - May 2012
Lowndes, Drosdick, Doster, Kantor & Reed, P.A. September 2004 - February 2006
Education
University of Florida - Fredric G. Levin College of Law 2001 — 2004
Juris Doctor, Law
University of Central Florida 1998 — 2001
Bachelors, Business - Accounting & Finance
Winter Park 1993 — 1997
CNL Financial Group Senior Vice PresidentCNL Private Equity Corp.1997 - Present
Education
Rollins College 1991 — 1993
MBA
Duke University 1987 — 1991
C2 Advisors, Inc. 2007 - Present
Marshall Goldsmith Exec. Coaching 2015 - Present
Rollins College Center for Advanced Entrepreneurship 2009 - Present
venVelo 2015 - Present
CTW Global 2015 - Present
SourceCode B46 2015 - Present
Bajalia International Group 2010 - Present
DeVos Sport Management Program University of Central Florida 2006 - Present
SeaChange Venture Philanthropy Partners 2010 - 2012
CNL Financial Group 2004 - 2007
Skills
Entrepreneurship, Leadership, Strategy, Marketing, Social Innovation, Women Leaders, Strategic Partnerships, Public Speaking, Business Development, Family Office, Business Planning
Education
Duke University - The Fuqua School of Business
MBA Global Executive
University of Central Florida
B.A., Communications, Radio/TV
CNL Financial Group June 2011 - Present
Skills
Strategic Planning, Budgets, Financial Analysis, Project Management, Forecasting, Sarbanes-Oxley Act, Business Intelligence, Accounting, Salesforce.com, Business Strategy, Oracle E-Business Suite, Acquisitions, Asset Managment, Real Estate Transactions, Mergers, Mergers & Acquisitions, Asset Management, Information Technology, Technology Integration, Technology Management, Finance, Managerial Finance, CRM, Executive Management, Portfolio Management, Investments, Valuation, Due Diligence, Business Process..., Financial Modeling, Real Estate Economics, Corporate Finance, Private Equity, Disposition, Risk Management, Cash Management, Strategic Financial..., Real Estate, Analysis, Alternative Investments, Management, Leadership
Education
University of Central Florida 1996 — 1998
MBA, Finance, General
Universidad de Monterrey 1987 — 1991
Bachelor's degree, Accounting and International Business
CNL Financial Group June 2004 - Present
ClearSky Mobile Media March 2000 - June 2004
Bank of America 1997 - 2000
Skills
IT Strategy, Networking, Data Center, Sales, Cisco Technologies, Software Development, Security, Architecture, Information Security, CRM, Citrix, Disaster Recovery, Telecommunications, Information Technology, Mergers & Acquisitions, Vendor Management, Marketing, Strategic Planning, Due Diligence, SharePoint, Asset Management, VMware, Product Development, Active Directory, ERP
Education
University of Central Florida 1986 — 1991
BSEE
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
Xenia Hotels & Resorts April 2015 - Present
CNL Financial Group March 2012 - April 2015
CNL Financial Group March 2010 - March 2012
CNL Financial Group April 2007 - March 2010
PricewaterhouseCoopers September 2003 - April 2007
Skills
SEC filings, Sarbanes-Oxley Act, Tax Research, GAAP, Financial Reporting, Due Diligence, Accounting, Financial Analysis, Internal Controls, Income Tax, Partnership Taxation, Tax
Education
University of Florida 2001 — 2003
MACC
University of Florida 1998 — 2002
BS
D.A. Davidson & Co. July 2014 - Present
SunTrust Robinson Humphrey May 2013 - June 2014
Morgan Keegan October 2010 - April 2012
Stifel Nicolaus January 2009 - September 2010
CNL Financial Group March 2008 - December 2008
Banc of America Securities May 2004 - March 2008
Legg Mason Wood Walker July 2003 - May 2004
United States Navy August 1994 - December 2002
Northrop Grumman June 1992 - June 1994
Hughes Aircraft Company June 1991 - June 1992
Education
University of Maryland - Robert H. Smith School of Business 2001 — 2003
MBA, Finance
California State Polytechnic University-Pomona 1986 — 1991
BS, Aerospace Engineering
Orlando Magic November 2012 - Present
Datamax-ONeil Corporation October 2007 - November 2012
CNL Hotels & Resorts 2004 - 2007
CNL Financial Group 2004 - 2005
CNL Financial Group 2000 - 2004
Skills
Data Center, Business Intelligence, Strategic Planning, Team Leadership, Oracle E-Business Suite, Salesforce.com, Microsoft SQL Server, VMware, Enterprise Storage, E-commerce, Building Business..., SharePoint, Integration, Strategy, Leadership, Business Analysis, Cloud Computing, Mergers, IT Outsourcing, Disaster Recovery, ERP, CRM, Enterprise Software, Vendor Management, Mergers
Education
Oakland University 1983 — 1988
BA, Computer Information Sciences
PricewaterhouseCoopers, LLP May 2012 - Present
The BAMA Companies January 2011 - May 2012
Demetree Global October 2010 - May 2012
CNL Lifestyle Company LLC April 2004 - September 2011
CNL Financial Group October 2000 - April 2004
Post Properties June 1998 - October 2000
Trammell Crow Company 1987 - 1997
Skills
Strategy Development, Business Growth, Visionary, Business Development, Strategy, Due Diligence, Mergers, Real Estate, Valuation, Investments, Mergers & Acquisitions, Leadership, Restructuring, Start-ups, Real Estate Economics, Marketing, Team Building, Private Equity, Financial Modeling, Acquisitions, Entrepreneurship, Contract Negotiation, Real Estate Transactions, Strategic Partnerships, Corporate Finance, Real Estate Development, Asset Management, Capital Markets, Financial Structuring, Financial Analysis, Executive Management, Board of Directors, Venture Capital, Portfolio Management, Management, Finance, Management Consulting, Financial Advisory, Corporate Development, Alternative Investments, Strategic Financial..., Investor Relations, Business Planning, Financial Services, Disposition, Joint Ventures, Hedge Funds, Investment Banking, Private Placements, REIT
Education
Harvard Business School 1986 — 1988
MBA, business
The Chinese University of Hong Kong 1984 — 1985
n/a, Intermational Business and Mandarin
Harding University 1980 — 1984
BBA, Accounting
Blytheville Sr High
CNL Financial Group November 1997 - Present
CNL Lifestyle Company, LLC November 1997 - September 2011
CNL Hotels & Resorts 2002 - 2004
CNL Realty & Development 2000 - 2001
CNL Corporate Properties 1997 - 2000
Skills
Contract Management, Construction Management, Contract Negotiation, Real Estate Development, Budgets, Real Estate Due..., Commercial Real Estate, Construction, Property Management, Leadership, Project Management, Facilities Management, Project Planning, Process Scheduler, Business Development, Residential Homes, Strategic Planning, Real Estate, Disposition, Due Diligence, Team Building
Education
Lifework Leadership Orlando 2008 — 2009
University of Florida 1992 — 1994
Masters, Architecture
University of Florida 1987 — 1992
Bachelor's of Environmental Design, Architecture
Quiznos 2007 - 2008
CNL Financial Group 2003 - 2007
RAND 2000 - 2001
Corporate Executive Board 1996 - 1999
Education
Massachusetts Institute of Technology - Sloan School of Management 2001 — 2003
MBA
Harvard University 2000 — 2003
Wellesley College 1992 — 1996
BA, Philosophy & Economics
Shell September 2006 - Present
Royal Bank of Canada October 2001 - September 2006
CNL Financial Group June 1998 - August 2001
Chase September 1996 - May 1998
Chase June 1995 - August 1996
Skills
Credit, Credit Analysis, Credit Risk, Financial Analysis, Risk Management, Risk, Finance, Banking, Portfolio Management, Financial Risk, Loans, Financial Modeling, Accounting, Analysis, Commercial Lending, Commercial Banking, Cash Flow
Education
Prairie View A&M University 1994 — 1996
Bachelor of Business Administration (B.B.A.), Finance
University of Houston-Downtown 1983 — 1989
Finance
CNL Financial Group April 2012 - Present
CNL Financial Group February 2009 - April 2012
Saris Technologies October 2005 - February 2009
Dynetech Corporation October 2000 - October 2005
Ivanhoe Broadcast News August 1996 - October 2000
Skills
Email Marketing, Advertising, Online Advertising, SEO, Online Marketing, Brand Development, Social Media Marketing, Creative Direction, Copywriting, Web Design, E-commerce, Web Analytics, Graphic Design, Digital Marketing, Interactive Advertising, Interactive Marketing, SEM, Art Direction, Direct Mail, Integrated Marketing, Marketing, Marketing Strategy, Web Marketing, Product Development
Education
University of Florida 1993 — 1996
B.S. Public Relations
CNL Financial Group May 2013 - Present
Starwood Vacation Ownership February 2012 - May 2013
Brookdale Senior Living July 2009 - December 2011
Heritage Green July 2007 - April 2010
CNL Retirement Corp. 2001 - 2006
Capmark 1997 - 2000
Skills
Financial Analysis, Financial Reporting, Real Estate Development, Asset Management, Finance, Due Diligence, Financial Modeling, Financial Services
Education
Samford University 1993 — 1999
MBA, Accounting
Fidelity National Financial 2014 - Present
Fidelity National Information Services July 2008 - Present
Vurv Technology March 2007 - June 2008
GMS August 2005 - July 2006
CNL Financial Group June 2003 - August 2005
Skills
Corporate Tax, Payroll, General Ledger, Corporate Governance
Education
University of Central Florida 1999 — 2001
Bachelor of Science (BS), Accounting
Water Oaks Capital March 2011 - Present
CNL Financial Group March 2009 - March 2011
JP Morgan November 2006 - June 2008
J.P. Morgan August 2006 - November 2006
Skills
Real Estate, Valuation, Private Equity, Investments, Due Diligence, Financial Modeling, Financial Analysis, Investment Properties, Start-ups, Entrepreneurship, Commercial Real Estate, Loans, Finance, Mergers & Acquisitions, Management, Leadership, Portfolio Management, Asset Management, Acquisitions, Real Estate Development, Strategy
Education
Pepperdine University 2002 — 2006
Business, Business Management, Marketing
Orlando Health April 2015 - Present
AssistRx June 2014 - March 2015
CNL Financial Group September 2013 - February 2014
Universal American October 2009 - September 2013
Revolve Marketing January 2006 - March 2009
Imake Software & Services, Inc. July 2004 - December 2005
Mantech Systems Solutions Corporation June 1999 - June 2004
Skills
Databases, Microsoft SQL Server, ETL, Database Design, SQL, Data Warehousing, T-SQL, SSIS, Oracle, PL/SQL, SDLC, Testing, Stored Procedures
Education
University of Central Florida 1997 — 1999
Bachelor, Computer Science
University of Central Florida 1991 — 1995
Bachelor, Business Administration - minor in MIS
Verizon September 2014 - Present
CNL Financial Group November 2012 - Present
Lincoln Property Company November 2008 - November 2012
Solunet Inc July 2008 - September 2008
Ginn Development June 2006 - July 2007
Centex Destination Properties 2005 - 2006
Brad Smith Associates September 2002 - April 2005
Skills
Financial Reporting, GAAP, Accounting, Account Reconciliation, Journal Entries, Finance, Financial Accounting
Education
Florida Metropolitan University 2006 — 2009
MBA, Accounting
Florida Metropolitan University 2001 — 2004
Bachelors, Accounting
CNL Financial Group 2008 - Present
CNL Hotels & Resorts August 2006 - July 2007
Skills
Outlook, Recruiting, Employee Relations, Employee Benefits, Employment Law, Employee Handbooks, Benefits Administration, Deferred Compensation, Workers Compensation, Compensations, Compliance, Training, New Hire Orientations, Employee Training, Customer Service, Personnel Management, Onboarding, Performance Management, Human Resources
Education
Purdue University
BS, Aviation Technology
CNLFinancial Group October 2014 - Present
CNL Financial Group June 2012 - October 2014
CNL Securities Corp. May 2010 - June 2012
OEC Business Interiors December 2005 - March 2009
Apopka High School July 2005 - December 2005
PBS&J September 2004 - June 2005
City of Apopka May 2000 - December 2002
Skills
Sales, Customer Service, Marketing, Microsoft Excel, Team Building, Asset Management, Event Planning, PowerPoint, Microsoft Word, Financial Analysis, Spreadsheets, Accounting, Employee Benefits, Employee Relations, Microsoft Office
Education
Thomas Edison State College 2005 — 2008
Bachelor of Arts (B.A.), Liberal Studies
Sunrise Senior Living November 2005 - Present
CNL Financial Group 1997 - 2005
Borden 1982 - 1989
Skills
Accounting, GAAP, Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, General Ledger, Auditing, SEC filings, Strategic Planning, Finance
Education
University of Central Florida 1988 — 1990
MBA
Kent State University 1976 — 1980
BBA, Accounting
THS
SeaWorld Parks & Entertainment July 2009 - Present
CNL Financial Group September 2008 - July 2009
Sentinel Real Estate October 2004 - September 2008
Value Drugs Inc November 1990 - September 2004
Skills
Disaster Recovery, Servers, Windows Server, Active Directory, Data Center, Virtualization, DNS, VMware ESX, System Administration, DHCP, Security, TCP/IP, Troubleshooting, Hardware, VMware Infrastructure, VMware, Storage, System Deployment, Software Installation, High Availability, Windows, Infrastructure, Enterprise Software, Management, Business Process, WSUS, Computer Security, Architectures, Project Delivery, Budgets, Team Building, Business Strategy, Enterprise Storage, Data Migration, Analysis, Technical Support, Microsoft Technologies, SAN, NetApp, Cluster, Group Policy, Storage Area Networks, Server Architecture, Hyper-V, HP, Backup Solutions, Operating Systems, Enterprise Architecture, Information Technology, Testing
Education
Queensborough Community College 1986 — 1988
Associates, Accounting, Economics
CNL Financial Group September 2012 - Present
Fulton County Superior Court Business Case Division July 2011 - August 2011
Education
Atlanta's John Marshall Law School 2009 — 2012
Juris Doctor
University of Georgia - Terry College of Business 2005 — 2009
Bachelor of Business Administration, Marketing
Kimco Realty Corporation April 2014 - Present
CNL Financial Group June 2011 - March 2014
Crosland August 1997 - June 2011
Skills
Leases, Tenant, Real Estate, Property Management, Due Diligence, Budgets, Corporate Real Estate, Contract Negotiation, Disposition, Real Estate Transactions
Education
Belmont Abbey College
B.S.B.A.
CPCC
A.A.S. Legal Secretary
CNL Financial Group 1998 - Present
CNL Securities Corp. January 1998 - August 2010
Education
Purdue University 1980 — 1984
Associate, Business Administration
CNL Financial Group July 2011 - Present
Lin Air, LLC August 2008 - July 2011
Gulf Group, Inc. November 1995 - August 2008
. October 1990 - November 1995
Skills
Piloting, Aviation, Aircraft, Flights, Commercial Aviation, Type Rating, Security Clearance, Maintenance & Repair, Command, Multi-engine, Airplane, Airframe, Flight Safety, Maintenance Management, Airports
Education
Embry-Riddle Aeronautical University 1990 — 1993
Bachelor of Science, Professional Aeronautics
CNL Financial Group December 2011 - Present
Skills
Asset Management, Risk Management, Construction Management, Property Management, Mergers, Commercial Insurance, Risk Mitigation, Claims Administration, Crisis Management, Strategic Leadership, Relationship Development, Litigation Management, Contract Negotiations, Contract Management, Insurance, Property & Casualty..., Compliance Management, Claim Investigation, Asset Managment, Leadership, Contract Negotiation, Mergers & Acquisitions, Strategy, Portfolio Management, Real Estate, Finance, Budgets
Education
Texas Tech University 1973 — 1976
BBA, Business Management, Accounting, Finance
Tavistock Financial Group April 2007 - Present
CNL Financial Group January 2004 - March 2007
CNL Restaurant Properties August 1998 - December 2003
Give Kids The World January 1996 - May 1998
Capital Management Corporation January 1991 - December 1995
Pillar Bryton Partners May 1988 - December 1990
Ernst & Young November 1986 - April 1988
Skills
Real Estate, Disposition, Asset Managment, Due Diligence, Investments, Financial Modeling, Private Equity, Valuation, Mergers, Real Estate Development, Real Estate Economics, REIT, Financial Analysis, Acquisitions, Investment Properties, Property Management, Underwriting, Mergers & Acquisitions, Asset Management, Joint Ventures, Commercial Real Estate, Real Estate Financing, Restructuring, Location Intelligence, Land Acquisition, Loans, Finance, Venture Capital, Private Placements, Tenant, Investors, Lease Administration, Landlords, Leases, Shopping Centers, Real Estate Transactions, Corporate Real Estate, Brokerage, Tenant Representation, Lease Negotiations, Appraisals, Portfolio Management, Apartments, Commercial Real Estate..., Financial Structuring, Commercial Leasing, Capital, Mezzanine, Deal Sourcing, Business Development
Education
University of Virginia 1985 — 1986
M.S., Accounting
Auburn University 1981 — 1985
B.S., Accounting
CNL Financial Group February 2004 - Present
Education
Florida Agricultural and Mechanical University
Bourne Financial Group May 2015 - Present
CNL Financial Group January 2013 - Present
CNL Financial Grooup July 2011 - Present
CNL Financial Group July 2011 - Present
CNL Financial Group. 2011 - Present
CNL Financial Group 2011 - Present
CNL Retirement Corp. June 2002 - March 2007
EdenCare 2000 - 2002
Resources for Senior Living July 1998 - June 2000
Horizon Healthcare June 1996 - May 1998
Skills
Due Diligence, Asset Managment, Investments, Property Management, Real Estate Development, Disposition, Financial Analysis, Real Estate, Real Estate Economics, Leases, Leadership Development..., Asset Management, Real Estate Financing, Contract Negotiation, Valuation, Mergers & Acquisitions, Management, Leadership, Finance
Education
Chaffey Co
San Bernardino Valley College
CNL Financial Group December 2014 - Present
Kitchen Magic, Inc. August 2014 - December 2014
The Citadel August 2010 - December 2014
CNL Financial Group May 2014 - August 2014
Skills
Time Management, Leadership, Accounting, Microsoft Excel, Tax Preparation, QuickBooks, Oracle, Accounts Payable &..., Financial Reporting
Education
The Citadel 2010 — 2014
CNL Financial Group January 2014 - Present
CNL Lifestyle Properties, Global Growth Trust, Gloabl Income Trust, CNL Healthcare Trust March 2011 - Present
CNL Financial Group November 2009 - March 2011
CNL Financial Group August 2006 - November 2009
Skills
Commercial Real Estate
Education
University of Florida - Fredric G. Levin College of Law 1997 — 1999
Florida State University 1989 — 1994
Bachelor of Science (B.S.), Communications and Political Science
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
CNL Financial Group November 2011 - Present
State Street Corporation January 2007 - January 2011
Monster.com 2002 - 2006
Skills
Securities regulation,..., Mergers & Acquisitions, Corporate Governance, Intellectual Property, Strategic Partnerships, Start-ups, Corporate Law, Due Diligence, Negotiation, Legal Writing, Employment Law, Online Advertising, Leadership, Contract Negotiation
Education
Harvard Law School
Doctor of Law (JD)
Yale University
Golf Channel February 2008 - June 2015
J. Rolfe Davis Insurance February 2005 - January 2008
CNL Financial Group May 2000 - February 2005
Skills
Human Resources, Employee Benefits, COBRA, Insurance, Open Enrollment, Employee Relations, Interviews, Recruiting, Benefits Administration, HRIS, Employee Wellness..., Employee Recognition, Corporate Relocation, Employee Communications, Staff Retention, Benefits Negotiation, Workers Compensation, Compensation & Benefits, Retirement Plan..., Talent Management, Talent Acquisition, Employee Engagement, SAP HR
Education
Old Dominion University
Bachelor’s Degree, Recreation & Leisure Studies
Thomas Edison High School
The Edmond Group, LLC January 2011 - Present
CNL Financial Group January 2006 - January 2011
The St. Joe Company January 1996 - January 2005
Skills
Real Estate Development, Land Development, Veteran's Affairs, Land Use Planning, Urban Planning, Residential Communities, Licensed Real Estate...
Education
Nova Southeastern University 1980 — 1982
Master of Business Administration (MBA), Finance, General
Louisiana State University 1970 — 1974
Bachelor of Science (BS), Zoology/Chemistry
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
SecurAmerica January 2015 - Present
SecurAmerica December 2013 - December 2014
Kloeckner Metals Corporation November 2012 - December 2013
Aquilex Corporation February 2012 - November 2012
Aquilex Corporation April 2008 - November 2012
CNL Financial Group August 2007 - April 2008
PainCare Holdings Inc. July 2004 - August 2007
ResortQuest June 2003 - July 2004
Skills
Variance Analysis, Sarbanes-Oxley Act, Financial Reporting, Cash Flow, Accounting, Finance, Financial Statements, General Ledger, Account Reconciliation, Forecasting
Education
University of Central Florida 2004 — 2005
Master's Degree, Business Administration and Management, General
University of Florida 1999 — 2003
Bachelor's Degree, Accounting