CNL Financial Group

Industry: Commercial company

Description

CNL 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

Employee
Years
Job
Industry
Lauren Bovich Lauren Bovich Tampa/St. Petersburg, Florida Area Details
Lauren Bovich's CNL Financial Group Experience December 2006 - June 2008
Job Recruiting Administrator at McKinsey & Company
Industry Financial Services
Experience
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

Tim Seneff Tim Seneff Orlando, Florida Details
Tim Seneff's CNL Financial Group Experience 2009 - 2011
Job National Christian Foundation Orlando
Industry Individual & Family Services
Experience
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

Sonya Brauer Sonya Brauer Orlando, Florida Area Details
Sonya Brauer's CNL Financial Group Experience January 1998 - December 2006
Job Manager of South East Ramp at Orlando Sanford International Airport
Industry Real Estate
Experience
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

Korben Carreno Korben Carreno Oviedo, Florida Details
Korben Carreno's CNL Financial Group Experience November 2014 - September 2015
Job Salesforce Engineer at Spotify
Industry Information Technology and Services
Experience
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

Patrick Hollon Patrick Hollon Atlanta, Georgia Details
Patrick Hollon's CNL Financial Group Experience August 2007 - October 2012
Job Senior Manager Strategy & Pricing at AT&T
Industry Telecommunications
Experience
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

Heather Tartaglia Heather Tartaglia Washington D.C. Metro Area Details
Heather Tartaglia's CNL Financial Group Experience March 2012 - October 2014
Job Sales and Division Manager at HyTech Property Services, Inc
Industry Real Estate
Experience
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

Taylor Bauerle Taylor Bauerle Atlanta, Georgia Details
Taylor Bauerle's CNL Financial Group Experience May 2013 - May 2014
Job President & Chief Financial Officer at B&W Global, Inc.
Industry Management Consulting
Experience
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

Tammy Neel Tammy Neel Orlando, Florida Details
Tammy Neel's CNL Financial Group Experience February 2013 - July 2013
Job Tax Director at CliftonLarsonAllen
Industry Accounting
Experience
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

Brennan Goff Brennan Goff Orlando, Florida Area Details
Brennan Goff's CNL Financial Group Experience May 2012 - July 2012
Job Analyst at ROC Seniors
Industry Commercial Real Estate
Experience
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

Bev Miller Bev Miller Orlando, Florida Area Details
Bev Miller's CNL Financial Group Experience January 2000 - July 2006
Job FF&E Buyer at Westgate Resorts
Industry Facilities Services
Experience
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

Nicole Santiago Nicole Santiago Wellesley Hills, Massachusetts Details
Nicole Santiago's CNL Financial Group Experience July 2012 - August 2012
Job Customer Relations Manager at Ameriprise Financial
Industry Financial Services
Experience
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

Angie Winn Angie Winn Windermere, Florida Details
Angie Winn's CNL Financial Group Experience July 2002 - October 2012
Job Industrial/Organizational Psychology Practitioner
Industry Nonprofit Organization Management
Experience
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

Blake Peeper Blake Peeper Orlando, Florida Details
Blake Peeper's CNL Financial Group Experience April 2010 - January 2012
Job Managing Director Acquisitions, Principal at ROC Seniors | Bridge Investment Group Partners
Industry Real Estate
Experience
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

Brett Clement Brett Clement Orlando, Florida Area Details
Brett Clement's CNL Financial Group Experience May 2015 - August 2015
Job Portfolio Management Intern at CNL Financial Group
Industry Financial Services
Experience
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

Elizabeth Monge Elizabeth Monge Orlando, Florida Area Details
Elizabeth Monge's CNL Financial Group Experience 2007 - August 2013
Job Certified Pilates Instructor at Pilates Loft
Industry Health, Wellness and Fitness
Experience
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

Xiaochen (Justin) Wang Xiaochen (Justin) Wang Ithaca, New York Area Details
Xiaochen (Justin) Wang's CNL Financial Group Experience October 2013 - November 2013
Job Master's Candidate | Baker Program in Real Estate | Cornell University
Industry Real Estate
Experience
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%

Farrah Stanford, CPA Farrah Stanford, CPA Orlando, Florida Area Details
Farrah Stanford, CPA's CNL Financial Group Experience April 2007 - May 2012
Job VP/Controller at CNL Commercial Real Estate
Industry Real Estate
Experience
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

James Pickert James Pickert Richmond, Virginia Area Details
James Pickert's CNL Financial Group Experience May 2013 - December 2013
Job Actuarial Consulting Group
Industry Financial Services
Experience
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

Curtis Campbell, CPA Curtis Campbell, CPA Orlando, Florida Details
Curtis Campbell, CPA's CNL Financial Group Experience September 2012 - January 2014
Job Assistant Controller at Xenia Hotels and Resorts, Inc.
Industry Real Estate
Experience
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

Graham Grindstaff Graham Grindstaff Winter Park, Florida Details
Graham Grindstaff's CNL Financial Group Experience August 2013 - April 2014
Job Junior Broker at Colliers International Tampa Bay Florida, Central Florida, Southwest Florida
Industry Financial Services
Experience
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

Cary McDonald, CFP® Cary McDonald, CFP® Cincinnati Area Details
Cary McDonald, CFP®'s CNL Financial Group Experience December 1989 - January 2011
Job Investment Advisor & Regional Director for Advisor Development,
Industry Financial Services
Experience
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

Alexandra Gentry Alexandra Gentry Orlando, Florida Details
Alexandra Gentry's CNL Financial Group Experience November 2013 - Present
Job Senior Tax Accountant at CNL Financial Group
Industry Accounting
Experience
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

Svetoslava Syarova Svetoslava Syarova Winter Park, Florida Details
Svetoslava Syarova's CNL Financial Group Experience May 2012 - Present
Job Financial Analyst
Industry Financial Services
Experience
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

Ben Schmidt Ben Schmidt Nashville, Tennessee Details
Ben Schmidt's CNL Financial Group Experience May 2011 - May 2012
Job Senior Manager, National Accounts at Golf Channel / GolfNow
Industry Leisure, Travel & Tourism
Experience
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

Kristen Crabb Kristen Crabb Fayetteville, Arkansas Area Details
Kristen Crabb's CNL Financial Group Experience February 2015 - Present
Job Director of Accounting and Financial Reporting at CNL Financial Group
Industry Accounting
Experience
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

Robin Schyman Robin Schyman Orlando, Florida Area Details
Robin Schyman's CNL Financial Group Experience October 2011 - Present
Job Paralegal at CNL Financial Group
Industry Real Estate
Experience
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

Cindy Chau-Ramirez, CPA Cindy Chau-Ramirez, CPA Orlando, Florida Area Details
Cindy Chau-Ramirez, CPA's CNL Financial Group Experience June 2011 - Present
Job Director of Financial Reporting at CNL Financial Group
Industry Real Estate
Experience
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

Bradford Watt Bradford Watt Colorado Springs, Colorado Area Details
Bradford Watt's CNL Financial Group Experience January 1990 - December 1997
Job Managing Director at Petra Capital Advisors, LLC
Industry Financial Services
Experience
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

Anita Desai Anita Desai Orlando, Florida Area Details
Anita Desai's CNL Financial Group Experience March 2013 - August 2014
Job CRM Operations Manager at Hilton Grand Vacation
Industry Information Technology and Services
Experience
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.

Rick Steinberger Rick Steinberger Orlando, Florida Details
Rick Steinberger's CNL Financial Group Experience July 1998 - July 2005
Job Chief Operating Officer at ROC Seniors Housing Fund Manager
Industry Real Estate
Experience
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

Janiese Macaluso Janiese Macaluso Charlotte, North Carolina Details
Janiese Macaluso's CNL Financial Group Experience July 2013 - March 2014
Job Esthetican at Toccare Day Spa
Industry Commercial Real Estate
Experience
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)

Marlaine Hudgins, MBA & MSBM Marlaine Hudgins, MBA & MSBM Orlando, Florida Area Details
Marlaine Hudgins, MBA & MSBM's CNL Financial Group Experience October 2013 - Present
Job Senior Marketing Associate, CNL Capital Markets
Industry Capital Markets
Experience
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

Anita Nimmo Anita Nimmo Orlando, Florida Area Details
Anita Nimmo's CNL Financial Group Experience October 2012 - June 2014
Job Accountant
Industry Accounting
Experience
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

Lincoln Morel Lincoln Morel Orlando, Florida Area Details
Lincoln Morel's CNL Financial Group Experience May 2015 - Present
Job Vice President/Controller, Alternative Investments CNL Financial Group
Industry Investment Management
Experience
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

Jessica Dinon Jessica Dinon Orlando, Florida Details
Jessica Dinon's CNL Financial Group Experience July 2010 - August 2013
Job Manager, PR & Communications, Olive Garden at Darden Restaurants
Industry Public Relations and Communications
Experience
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

Jennifer Prendes Jennifer Prendes Orlando, Florida Area Details
Jennifer Prendes's CNL Financial Group Experience September 2011 - March 2013
Job Director of Revenue AccountingVerizon
Industry Telecommunications
Experience
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

Chris A Davis Chris A Davis Orlando, Florida Area Details
Chris A Davis's CNL Financial Group Experience December 2011 - May 2013
Job Chief Technology Officer at Netxfolio, LLC
Industry Information Technology and Services
Experience
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

Husain Jaffer Husain Jaffer Orlando, Florida Area Details
Husain Jaffer's CNL Financial Group Experience May 2007 - March 2009
Job Investment Advisor Representative at ShariaPortfolio, Inc.
Industry Financial Services
Experience
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

Bruce L. Champion, ChFC® Bruce L. Champion, ChFC® Tampa, Florida Details
Bruce L. Champion, ChFC®'s CNL Financial Group Experience 1996 - 1998
Job Financial Advisor, Investment Advisor, Financial Services Representative at MetLife 813.393.3596
Industry Financial Services
Experience
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

Morgan J. Lemis Morgan J. Lemis Orlando, Florida Area Details
Morgan J. Lemis's CNL Financial Group Experience September 2014 - Present
Job Financial Analyst at CNL Financial Group
Industry Real Estate
Experience
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

Heather Kuzman Heather Kuzman Orlando, Florida Details
Heather Kuzman's CNL Financial Group Experience June 2007 - February 2012
Job Executive Assistant at McGladrey LLP
Industry Accounting
Experience
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

Yuhui Ge (Edward) Yuhui Ge (Edward) Orlando, Florida Details
Yuhui Ge (Edward)'s CNL Financial Group Experience May 2015 - Present
Job Financial Analyst, Fund Management at CNL Financial Group
Industry Investment Management
Experience
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

John McBride, CPA, CGMA, MSA John McBride, CPA, CGMA, MSA Winter Springs, Florida Details
John McBride, CPA, CGMA, MSA's CNL Financial Group Experience 2003 - 2007
Job Senior Consultant at Consulting
Industry Accounting
Experience
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

William (LB) Ham William (LB) Ham Orlando, Florida Area Details
William (LB) Ham's CNL Financial Group Experience November 2013 - Present
Job Asset Management Analyst at CNL Financial Group
Industry Financial Services
Experience
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

niranjan kodati niranjan kodati Orlando, Florida Area Details
niranjan kodati's CNL Financial Group Experience April 2007 - August 2008
Job Sr. Cognos Consultant
Industry Information Technology and Services
Experience
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

Ed Reed Ed Reed Orlando, Florida Area Details
Ed Reed's CNL Financial Group Experience October 2006 - Present
Job Vice President, Corporate Finance
Industry Real Estate
Experience
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

Grayson Sanders Grayson Sanders Orange County, California Area Details
Grayson Sanders's CNL Financial Group Experience November 2004 - March 2009
Job Chief Investment Officer at PREDEX Capital Management
Industry Real Estate
Experience
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

Nicole Ostertag Nicole Ostertag Orlando, Florida Details
Nicole Ostertag's CNL Financial Group Experience February 2015 - Present
Job Compliance Analyst at CNL Financial Group
Industry Financial Services
Experience
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

Gary Rosmarin Gary Rosmarin Orlando, Florida Area Details
Gary Rosmarin's CNL Financial Group Experience April 2010 - Present
Job Senior Vice President/Managing Director at CNL Financial Group
Industry Real Estate
Experience
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

Glenn Fournier Glenn Fournier Orlando, Florida Area Details
Glenn Fournier's CNL Financial Group Experience 2004 - 2009
Job Corporate VP Development Planning & 3rd Party Program at Marriott Vacations Worldwide
Industry Real Estate
Experience
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

Joseph Foran Joseph Foran United States Details
Joseph Foran's CNL Financial Group Experience June 2014 - August 2014
Job Investment Banking Analyst at Raymond James Financial, Inc.
Industry
Experience
Raymond James Financial, Inc.   July 2015 - Present
CNL Financial Group   June 2014 - August 2014

Education
University of Florida   2011 — 2015
Finance

Ryan Stoffer, MBA Ryan Stoffer, MBA Orlando, Florida Details
Ryan Stoffer, MBA's CNL Financial Group Experience May 2015 - Present
Job Financial Analyst at CNL Financial Group
Industry Investment Management
Experience
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

Raquel Filipek, M.A., ABC Raquel Filipek, M.A., ABC Orlando, Florida Area Details
Raquel Filipek, M.A., ABC's CNL Financial Group Experience July 2013 - Present
Job Accredited business communicator, content development professional and marketingcommunication strategist
Industry Marketing and Advertising
Experience
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

Holly Owen Holly Owen Orlando, Florida Area Details
Holly Owen's CNL Financial Group Experience June 2011 - Present
Job Business Development Coordinator, CNL Fund Advisors
Industry Investment Management
Experience
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

Daniel Bohorquez Daniel Bohorquez Orlando, Florida Area Details
Daniel Bohorquez's CNL Financial Group Experience May 2014 - September 2014
Job Support Engineer at Obor Digital
Industry Information Technology and Services
Experience
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

Robert Kyle Bourne Robert Kyle Bourne Orlando, Florida Details
Robert Kyle Bourne's CNL Financial Group Experience January 2014 - July 2014
Job Chief Investment Officer of Bourne Financial Group, LLC
Industry Real Estate
Experience
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

Liz Tauer Liz Tauer Orlando, Florida Details
Liz Tauer's CNL Financial Group Experience November 2012 - Present
Job CNL Financial Group Recruiting Coordinator
Industry Financial Services
Experience
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

Christopher M. Chuck Christopher M. Chuck Orlando, Florida Area Details
Christopher M. Chuck's CNL Financial Group Experience August 2014 - December 2014
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
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

Christine Hannigan Christine Hannigan Columbus, Ohio Area Details
Christine Hannigan's CNL Financial Group Experience 2011 - 2013
Job Marketing Professional
Industry Marketing and Advertising
Experience
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

Melanie Alvarez Melanie Alvarez Orlando, Florida Area Details
Melanie Alvarez's CNL Financial Group Experience November 2006 - November 2007
Job Campus Business Operations Manager at Le Cordon Bleu College of Culinary Arts
Industry Education Management
Experience
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)

Betsy Mauchley Betsy Mauchley Orlando, Florida Details
Betsy Mauchley's CNL Financial Group Experience February 2015 - Present
Job Marketing Project Manager at CNL Financial Group
Industry Public Relations and Communications
Experience
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

Tina Desin, CPS Tina Desin, CPS Winter Garden, Florida Details
Tina Desin, CPS's CNL Financial Group Experience July 1992 - July 1997
Job Senior Executive Assistant to Chief Financial Officer at Red Lobster Seafood Co.
Industry Restaurants
Experience
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

Robert Haben, CPA Robert Haben, CPA Washington D.C. Metro Area Details
Robert Haben, CPA's CNL Financial Group Experience June 2011 - December 2011
Job Senior Associate at Deloitte
Industry Financial Services
Experience
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

Jake Valley Jake Valley Orlando, Florida Details
Jake Valley's CNL Financial Group Experience May 2014 - August 2014
Job Student at Queens University of Charlotte
Industry Accounting
Experience
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

Michael Broschart Michael Broschart Gainesville, Florida Details
Michael Broschart's CNL Financial Group Experience June 2015 - August 2015
Job Student at University of Florida Levin College of Law
Industry Law Practice
Experience
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

Linda Valentin Linda Valentin Orlando, Florida Area Details
Linda Valentin's CNL Financial Group Experience July 2014 - Present
Job Consultant at CNL Financial Group
Industry Financial Services
Experience
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

James Ferrell James Ferrell Winter Park, Florida Details
James Ferrell's CNL Financial Group Experience June 2015 - August 2015
Job Crummer MBA Candidate at Rollins College
Industry Higher Education
Experience
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

David Canham David Canham Windermere, Florida Details
David Canham's CNL Financial Group Experience February 2001 - July 2002
Job President, DLConcepts
Industry Internet
Experience
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

Micaela (Martinez) Chavez Micaela (Martinez) Chavez Orlando, Florida Details
Micaela (Martinez) Chavez's CNL Financial Group Experience August 2015 - Present
Job Sr. Accountant
Industry Accounting
Experience
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

Bryce Bradley Bryce Bradley Orlando, Florida Details
Bryce Bradley's CNL Financial Group Experience May 2014 - August 2014
Job Sales Associate, CNL Securities Corp.
Industry Financial Services
Experience
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

Kyle Dawes Kyle Dawes Orlando, Florida Area Details
Kyle Dawes's CNL Financial Group Experience July 2011 - June 2012
Job CNL Securities Corp
Industry Financial Services
Experience
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

Heather J. Llewellyn, CPA Heather J. Llewellyn, CPA Orlando, Florida Area Details
Heather J. Llewellyn, CPA's CNL Financial Group Experience January 2013 - Present
Job CPA
Industry Accounting
Experience
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

Joseph Loeffler Joseph Loeffler Orlando, Florida Details
Joseph Loeffler's CNL Financial Group Experience August 2014 - Present
Job REIT Tax Accountant at CNL Financial Group
Industry Accounting
Experience
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

Christina Grass Christina Grass Orlando, Florida Area Details
Christina Grass's CNL Financial Group Experience March 2015 - Present
Job Manager, Product Research at CNL Financial Group
Industry Investment Management
Experience
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

Michelle (Taylor) Cinder, CPA Michelle (Taylor) Cinder, CPA Oviedo, Florida Details
Michelle (Taylor) Cinder, CPA's CNL Financial Group Experience April 2015 - Present
Job Manager of Tax at CNL Financial Group
Industry Accounting
Experience
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

Sean McLaughlin Sean McLaughlin Orlando, Florida Area Details
Sean McLaughlin's CNL Financial Group Experience April 2005 - December 2005
Job Chief Investment Officer at CNL Financial Group/JDS Holdings
Industry Investment Management
Experience
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

Diana Basch-Connery Diana Basch-Connery Orlando, Florida Details
Diana Basch-Connery's CNL Financial Group Experience October 2009 - December 2013
Job National Account Manager at Builder's Publishing Group
Industry Financial Services
Experience
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

Lytle Wurtzel Smith Lytle Wurtzel Smith Greater Chicago Area Details
Lytle Wurtzel Smith's CNL Financial Group Experience August 2007 - December 2010
Job Asset Manager at Ventas, Inc.
Industry Real Estate
Experience
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

James Breeden James Breeden Orlando, Florida Area Details
James Breeden's CNL Financial Group Experience May 2015 - August 2015
Job Software Developer
Industry Computer Software
Experience
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

Kaye Haynes, MTP Kaye Haynes, MTP Tampa/St. Petersburg, Florida Area Details
Kaye Haynes, MTP's CNL Financial Group Experience July 2012 - June 2015
Job Advocate for Wellbeing
Industry Individual & Family Services
Experience
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

Kathleen Pighini Kathleen Pighini Orlando, Florida Details
Kathleen Pighini's CNL Financial Group Experience October 2011 - December 2011
Job Vice President, Financial Reporting at Marriott Vacations Worldwide Corporation
Industry Real Estate
Experience
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

Cetin Aygen Cetin Aygen Orlando, Florida Area Details
Cetin Aygen's CNL Financial Group Experience December 2011 - Present
Job VP, Fund Management at CNL Financial Group
Industry Commercial Real Estate
Experience
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

Jonathan O'Connor Jonathan O'Connor Buffalo, New York Details
Jonathan O'Connor's CNL Financial Group Experience August 2005 - December 2008
Job Middle Market Lending at M&T Bank
Industry Banking
Experience
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

Jonathan Shafer Jonathan Shafer Orlando, Florida Details
Jonathan Shafer's CNL Financial Group Experience April 2015 - Present
Job VP Finance at CNL Financial Group
Industry Financial Services
Experience
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

Helen Martinez Helen Martinez Orlando, Florida Area Details
Helen Martinez's CNL Financial Group Experience November 2009 - August 2014
Job Director of Technology, Digital Strategy and Investment Research at SK Research, LLC
Industry Law Practice
Experience
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

Kendal O'Neal Kendal O'Neal United States Details
Kendal O'Neal's CNL Financial Group Experience December 2013 - June 2015
Job Internal Audit Consultant at Verizon
Industry Accounting
Experience
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

Erin Gray Erin Gray Orlando, Florida Area Details
Erin Gray's CNL Financial Group Experience May 2012 - Present
Job SVP & Assistant General Counsel at CNL Financial Group
Industry Real Estate
Experience
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

Mike Tetrick Mike Tetrick Orlando, Florida Area Details
Mike Tetrick's CNL Financial Group Experience Senior Vice PresidentCNL Private Equity Corp.1997 - Present
Job Senior Vice President at CNL Financial Group
Industry Financial Services
Experience
CNL Financial Group   Senior Vice PresidentCNL Private Equity Corp.1997 - Present

Education
Rollins College   1991 — 1993
MBA

Duke University   1987 — 1991

Cari Haught Coats Cari Haught Coats Orlando, Florida Area Details
Cari Haught Coats's CNL Financial Group Experience 2004 - 2007
Job Women. Leadership. Entrepreneurship. Social Innovation.
Industry Management Consulting
Experience
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

Kay Redlich Kay Redlich Orlando, Florida Area Details
Kay Redlich's CNL Financial Group Experience June 2011 - Present
Job SVP, Fund Management & Operations at CNL Financial Group
Industry Financial Services
Experience
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

Joel Schwalbe Joel Schwalbe Orlando, Florida Area Details
Joel Schwalbe's CNL Financial Group Experience June 2004 - Present
Job CIO at CNL Financial Group
Industry Commercial Real Estate
Experience
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

Eydie Gindlesberger Eydie Gindlesberger Orlando, Florida Area Details
Eydie Gindlesberger's CNL Financial Group Experience May 2006 - February 2015
Job Infrastructure Engineer
Industry Telecommunications
Experience
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

Nixon, Sarah Nixon, Sarah Orlando, Florida Area Details
Nixon, Sarah's CNL Financial Group Experience 2007 - April 2015
Job Managing Director at CNL
Industry Real Estate
Experience
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

Ashley Peeper Ashley Peeper Orlando, Florida Area Details
Ashley Peeper's CNL Financial Group Experience March 2012 - April 2015
Job
Industry Accounting
Experience
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

Kyle Kaylor Kyle Kaylor Costa Mesa, California Details
Kyle Kaylor's CNL Financial Group Experience March 2008 - December 2008
Job Director at D.A. Davidson & Co.
Industry Investment Banking
Experience
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

Jeff Lutes Jeff Lutes Orlando, Florida Area Details
Jeff Lutes's CNL Financial Group Experience 2004 - 2005
Job VP Technology, Orlando Magic
Industry Information Technology and Services
Experience
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

Byron Carlock Byron Carlock Dallas, Texas Details
Byron Carlock's CNL Financial Group Experience October 2000 - April 2004
Job National Partner/Real Estate Practice Leader
Industry Real Estate
Experience
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

Matt Ragsdale Matt Ragsdale Orlando, Florida Area Details
Matt Ragsdale's CNL Financial Group Experience November 1997 - Present
Job Vice President of Technical Services Fund Management at CNL Financial Group
Industry Real Estate
Experience
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

Kristina Larson Arnold Kristina Larson Arnold Orlando, Florida Area Details
Kristina Larson Arnold's CNL Financial Group Experience 2003 - 2007
Job Consultant
Industry Management Consulting
Experience
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

Aida Saleh Aida Saleh Houston, Texas Area Details
Aida Saleh's CNL Financial Group Experience June 1998 - August 2001
Job Credit Advisor at Shell Oil Products US
Industry Oil & Energy
Experience
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

Allison Jordan Allison Jordan Orlando, Florida Area Details
Allison Jordan's CNL Financial Group Experience April 2012 - Present
Job Senior Digital Marketing Manager at CNL Financial Group
Industry Internet
Experience
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

Rebecca M Monroe, CPA Rebecca M Monroe, CPA Orlando, Florida Area Details
Rebecca M Monroe, CPA's CNL Financial Group Experience May 2013 - Present
Job Vice President of Asset Management at CNL Financial Group
Industry Real Estate
Experience
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

Bridget Brammer Bridget Brammer Jacksonville, Florida Area Details
Bridget Brammer's CNL Financial Group Experience June 2003 - August 2005
Job Tax Analyst at Fidelity National Financial
Industry Financial Services
Experience
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

Steve Case Steve Case Greater Denver Area Details
Steve Case's CNL Financial Group Experience March 2009 - March 2011
Job Partner at Water Oaks Capital
Industry Investment Management
Experience
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

Peter Yeung Peter Yeung Orlando, Florida Area Details
Peter Yeung's CNL Financial Group Experience September 2013 - February 2014
Job Software Engineer II at Orlando Health
Industry Information Technology and Services
Experience
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

Shannon Solchenberger Shannon Solchenberger Orlando, Florida Area Details
Shannon Solchenberger's CNL Financial Group Experience November 2012 - Present
Job Consultant at Verizon
Industry Accounting
Experience
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

Heidi Welch, PHR, SHRM-CP Heidi Welch, PHR, SHRM-CP Orlando, Florida Area Details
Heidi Welch, PHR, SHRM-CP's CNL Financial Group Experience 2008 - Present
Job Benefits Manager at CNL Financial Group
Industry Commercial Real Estate
Experience
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

Vallerie Hawes Vallerie Hawes Orlando, Florida Area Details
Vallerie Hawes's CNL Financial Group Experience June 2012 - October 2014
Job Senior Associate, Capital at CNLFinancial Group
Industry Financial Services
Experience
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

John Merideth John Merideth Washington D.C. Metro Area Details
John Merideth's CNL Financial Group Experience 1997 - 2005
Job CPA
Industry Real Estate
Experience
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

Charles Calamis Charles Calamis Orlando, Florida Area Details
Charles Calamis's CNL Financial Group Experience September 2008 - July 2009
Job Senior Systems Engineer at Seaworld Parks & Entertainment
Industry Hospitality
Experience
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

Bradley Yochum Bradley Yochum Orlando, Florida Area Details
Bradley Yochum's CNL Financial Group Experience September 2012 - Present
Job Corporate Counsel at CNL Financial Group
Industry Law Practice
Experience
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

Carolyn Robinette Carolyn Robinette Charlotte, North Carolina Area Details
Carolyn Robinette's CNL Financial Group Experience June 2011 - March 2014
Job Lease Analyst at Kimco Realty Corporation
Industry Real Estate
Experience
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

BJ Davis BJ Davis Kissimmee, Florida Details
BJ Davis's CNL Financial Group Experience 1998 - Present
Job Former Exec Assistant at CNL Securities Corp.
Industry Real Estate
Experience
CNL Financial Group   1998 - Present
CNL Securities Corp.  January 1998 - August 2010

Education
Purdue University   1980 — 1984
Associate, Business Administration

Dewey Nichols Dewey Nichols Orlando, Florida Area Details
Dewey Nichols's CNL Financial Group Experience July 2011 - Present
Job Corporate Pilot
Industry Aviation & Aerospace
Experience
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

Andy Burchak Andy Burchak Orlando, Florida Area Details
Andy Burchak's CNL Financial Group Experience December 2011 - Present
Job Vice President Risk Management & Insurance at CNL Financial Group
Industry Insurance
Experience
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

Clint Beaty Clint Beaty Orlando, Florida Area Details
Clint Beaty's CNL Financial Group Experience January 2004 - March 2007
Job Vice President at Tavistock Financial Group
Industry Venture Capital & Private Equity
Experience
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

Karen DeBose Karen DeBose Orlando, Florida Area Details
Karen DeBose's CNL Financial Group Experience February 2004 - Present
Job Accountant at CNL Financial Group
Industry Real Estate
Experience
CNL Financial Group   February 2004 - Present

Education
Florida Agricultural and Mechanical University

Sharon Yester Sharon Yester Orlando, Florida Details
Sharon Yester's CNL Financial Group Experience January 2013 - Present
Job Chief Operating Officer at Bourne Financial Group
Industry Real Estate
Experience
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

Vanessa Aponte Vanessa Aponte Winter Springs, Florida Details
Vanessa Aponte's CNL Financial Group Experience December 2014 - Present
Job Accountant at CNL Financial Group
Industry Accounting
Experience
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

Holly Greer Holly Greer Orlando, Florida Details
Holly Greer's CNL Financial Group Experience January 2014 - Present
Job Chief Legal Officer CNL Financial Group
Industry Real Estate
Experience
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

Pierre Borges Pierre Borges Orlando, Florida Details
Pierre Borges's CNL Financial Group Experience May 2015 - Present
Job Supervisor of Application Development at CNL
Industry Computer Software
Experience
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

Donna M. Brown Donna M. Brown Orlando, Florida Area Details
Donna M. Brown's CNL Financial Group Experience November 2011 - Present
Job Assistant General Counsel at CNL Financial Group
Industry Investment Management
Experience
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

Missy Schneider Missy Schneider Orlando, Florida Details
Missy Schneider's CNL Financial Group Experience May 2000 - February 2005
Job Benefits Specialist, Florida Virtual School
Industry Human Resources
Experience
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

Tim Edmond Tim Edmond Tallahassee, Florida Details
Tim Edmond's CNL Financial Group Experience January 2006 - January 2011
Job CEO at The Edmond Group, LLC
Industry
Experience
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

Robbie Riddle Robbie Riddle Orlando, Florida Details
Robbie Riddle's CNL Financial Group Experience January 2003 - January 2006
Job Regional Sales Manager at VaxCare Corp
Industry Information Technology and Services
Experience
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

Jason Brinkman Jason Brinkman Alpharetta, Georgia Details
Jason Brinkman's CNL Financial Group Experience August 2007 - April 2008
Job Vice President Finance at SecurAmerica
Industry Security and Investigations
Experience
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

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