CNL Financial Group, Inc.
Industry: Commercial company
DescriptionCNL Financial Group, formerly Commercial Net Lease, is an Orlando, Florida based private investment management and commercial real estate company. It was started in 1973 by James Seneff. The company has been a major player in efforts to redevelop Orlando's downtown. Headquarters: Orlando, FL Founded: 1973 Key person: James M Seneff Jr Divisions: CNL Healthcare Properties; CNL Commercial Real Estate; CNL Growth Properties; Global Income Trust Parent organization: CNL Holdings, Inc. Subsidiaries: CNL Healthcare Pptys Inc.,
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CNL Financial Group, Inc. Employees
Employee
Years
Job
Industry
Sonya Brauer Sonya Brauer's CNL Financial Group, Inc. Experience January 1998 - January 2004
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
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
Karyn Kander Karyn Kander's CNL Financial Group, Inc. Experience 2002 - 2009
Job FL Certified Public Accountant Retired
Industry Accounting
Experience
CNL Financial Group, Inc. 2002 - 2009
Ability 1st, Inc.. January 2001 - June 2001
Skills
Passion for Helping..., Self-driven, Organizational...
Education
Florida State University 1996 — 2000
Bachelor's degree, Accounting
CNL Financial Group, Inc. 2002 - 2009
Ability 1st, Inc.. January 2001 - June 2001
Skills
Passion for Helping..., Self-driven, Organizational...
Education
Florida State University 1996 — 2000
Bachelor's degree, Accounting
Tracy Staiger's CNL Financial Group, Inc. Experience 1997 - 2000
Job Tax Director at Brody & Associates, P.A.
Industry Accounting
Experience
Brody & Associates, P.A. 2005 - Present
KPMG 2002 - 2005
KPMG 2001 - 2002
CNL Financial Group, Inc. 1997 - 2000
Grant Thornton LLP 1995 - 1997
Price & Donoghue 1992 - 1995
Skills
Income Tax, FIN 48, US Tax, Tax Research, Tax, Tax Accounting, CPA, S Corporations, Tax Returns, Corporate Tax, Accounting, Financial Reporting, Big 4, IRS, IRS problem resolution, Partnership Taxation, real estate taxation, Federal & State Income..., Tax Dispute Resolution, 1031 Exchanges, 1120S, Tax-planning
Education
Stetson University 1991 — 1992
MAcc, Accounting
Stetson University 1988 — 1991
BBA, Accounting
Brody & Associates, P.A. 2005 - Present
KPMG 2002 - 2005
KPMG 2001 - 2002
CNL Financial Group, Inc. 1997 - 2000
Grant Thornton LLP 1995 - 1997
Price & Donoghue 1992 - 1995
Skills
Income Tax, FIN 48, US Tax, Tax Research, Tax, Tax Accounting, CPA, S Corporations, Tax Returns, Corporate Tax, Accounting, Financial Reporting, Big 4, IRS, IRS problem resolution, Partnership Taxation, real estate taxation, Federal & State Income..., Tax Dispute Resolution, 1031 Exchanges, 1120S, Tax-planning
Education
Stetson University 1991 — 1992
MAcc, Accounting
Stetson University 1988 — 1991
BBA, Accounting
John O'Gara John O'Gara's CNL Financial Group, Inc. Experience September 2006 - October 2008
Job Network Engineering Manager supporting Walt Disney World Parks and Resorts LAN/MAN Operations
Industry Information Technology and Services
Experience
Xerox Business Services supporting the Walt Disney Company January 2014 - Present
Xerox Business Services supporting the Walt Disney Company February 2013 - January 2014
Xerox Business Services supporting the Walt Disney Company July 2012 - February 2013
Xerox Business Services (formerly Affiliated Computer Services) October 2010 - July 2012
TekPartners Consultant for Affiliated Computer Services - Disney Account November 2008 - October 2010
CNL Financial Group, INC. September 2006 - October 2008
Siemens Power Generation February 2005 - August 2006
MASCO Contractor Services August 2003 - February 2005
Direct Mail Express October 2000 - June 2003
Skills
Data Center, Cisco Nexus, Cisco IOS, Change Management, Switches, Troubleshooting, Network Administration, Technical Communication, LAN-WAN, Cabling, Vendor Management, STP, Microsoft Office, IT Management, Strategic Planning, SharePoint, Process Improvement, Project Management, Cisco Technologies, Network Engineering, DNS, Catalyst Switches, Networking, Leadership, ITIL, Disaster Recovery, Management, Integration, Telecommunications, Visio, Solarwinds, PowerPoint, VMware, Network Security, VPN, Cisco Routers, Routers, VoIP, Cisco Wireless, Frame Relay, WAN, System Administration, DHCP, System Deployment, Software Installation, Hardware, Information Technology, Active Directory
Education
Embry-Riddle Aeronautical University 1998 — 2003
Bachelor of Science, Aerospace
Xerox Business Services supporting the Walt Disney Company January 2014 - Present
Xerox Business Services supporting the Walt Disney Company February 2013 - January 2014
Xerox Business Services supporting the Walt Disney Company July 2012 - February 2013
Xerox Business Services (formerly Affiliated Computer Services) October 2010 - July 2012
TekPartners Consultant for Affiliated Computer Services - Disney Account November 2008 - October 2010
CNL Financial Group, INC. September 2006 - October 2008
Siemens Power Generation February 2005 - August 2006
MASCO Contractor Services August 2003 - February 2005
Direct Mail Express October 2000 - June 2003
Skills
Data Center, Cisco Nexus, Cisco IOS, Change Management, Switches, Troubleshooting, Network Administration, Technical Communication, LAN-WAN, Cabling, Vendor Management, STP, Microsoft Office, IT Management, Strategic Planning, SharePoint, Process Improvement, Project Management, Cisco Technologies, Network Engineering, DNS, Catalyst Switches, Networking, Leadership, ITIL, Disaster Recovery, Management, Integration, Telecommunications, Visio, Solarwinds, PowerPoint, VMware, Network Security, VPN, Cisco Routers, Routers, VoIP, Cisco Wireless, Frame Relay, WAN, System Administration, DHCP, System Deployment, Software Installation, Hardware, Information Technology, Active Directory
Education
Embry-Riddle Aeronautical University 1998 — 2003
Bachelor of Science, Aerospace
Karen Lamonica Karen Lamonica's CNL Financial Group, Inc. Experience October 2002 - May 2004
Job Public Relations Director at Chisano Marketing Group
Industry Public Relations and Communications
Experience
Chisano Marketing Group May 2004 - Present
CNL Financial Group, Inc. October 2002 - May 2004
CNL Group, Inc. July 1997 - March 1998
Buena Vista Palace Resort & Spa, and Buena Vista Hospitality Group (concurrently) January 1993 - March 1997
Market Development Group March 1988 - January 1993
Skills
Media Relations, Copywriting, Social Media Marketing, Public Relations, Crisis Communications, Advertising, Email Marketing, Strategic Communications, Corporate Communications, Marketing Communications, Marketing, Publicity, Press Releases, Online Marketing, Digital Marketing, Brand Development, Newsletters, Digital Strategy, Content Strategy, Social Media, Digital Media
Education
University of Florida 1981 — 1985
Bachelor's Degree, Public Relations in the College of Journalism & Communications
University of Florida
Bachelor of Science in Public Relations, from the College of Journalism & Communications, Public Relations
Chisano Marketing Group May 2004 - Present
CNL Financial Group, Inc. October 2002 - May 2004
CNL Group, Inc. July 1997 - March 1998
Buena Vista Palace Resort & Spa, and Buena Vista Hospitality Group (concurrently) January 1993 - March 1997
Market Development Group March 1988 - January 1993
Skills
Media Relations, Copywriting, Social Media Marketing, Public Relations, Crisis Communications, Advertising, Email Marketing, Strategic Communications, Corporate Communications, Marketing Communications, Marketing, Publicity, Press Releases, Online Marketing, Digital Marketing, Brand Development, Newsletters, Digital Strategy, Content Strategy, Social Media, Digital Media
Education
University of Florida 1981 — 1985
Bachelor's Degree, Public Relations in the College of Journalism & Communications
University of Florida
Bachelor of Science in Public Relations, from the College of Journalism & Communications, Public Relations
Michelle Strenth Michelle Strenth's CNL Financial Group, Inc. Experience April 2005 - August 2009
Job Government Relations Director
Industry Hospital & Health Care
Experience
Orlando Health September 2009 - Present
CNL Financial Group, Inc. April 2005 - August 2009
CRU 1996 - 2004
Skills
Non-profits, Nonprofits, Public Speaking, Public Affairs, Community Outreach, Fundraising, Strategic Communications, Public Relations, Speech Writing, Social Media, Media Relations, Volunteer Management, Community Development, Policy Analysis, Policy, Event Planning, Corporate Communications, Government, Crisis Communications, Press Releases, Leadership, Internal Communications, Political Campaigns, Strategic Planning, Public Policy
Education
University of Central Florida
MBA
East Tennessee State University
BBA, Finance
Orlando Health September 2009 - Present
CNL Financial Group, Inc. April 2005 - August 2009
CRU 1996 - 2004
Skills
Non-profits, Nonprofits, Public Speaking, Public Affairs, Community Outreach, Fundraising, Strategic Communications, Public Relations, Speech Writing, Social Media, Media Relations, Volunteer Management, Community Development, Policy Analysis, Policy, Event Planning, Corporate Communications, Government, Crisis Communications, Press Releases, Leadership, Internal Communications, Political Campaigns, Strategic Planning, Public Policy
Education
University of Central Florida
MBA
East Tennessee State University
BBA, Finance
Renee Tanner's CNL Financial Group, Inc. Experience 1988 - 2006
Job Manager, AdvisoryCatalyst at PwC
Industry Executive Office
Experience
PwC February 2012 - Present
Alight Advisory Company 2006 - Present
CNL Financial Group, Inc. 1988 - 2006
CNL Financial Group, Inc. January 1999 - January 2002
CNL Commercial Properties January 1997 - January 1999
CNL Investment Company/Securities Corp. January 1989 - January 1997
CNL Investment Company/Securities Corp. January 1988 - January 1989
Skills
Contract Negotiation, Executive Development, Employee Training, Executive Management, Project Management, Process Improvement, Strategy, Organizational..., Leadership, Management, Leadership Development, Performance Management, Talent Management, Program Management, Business Process..., Training, Cross-functional Team...
Education
University of Central Florida
Bachelor of Arts, Organizational Communication
PwC February 2012 - Present
Alight Advisory Company 2006 - Present
CNL Financial Group, Inc. 1988 - 2006
CNL Financial Group, Inc. January 1999 - January 2002
CNL Commercial Properties January 1997 - January 1999
CNL Investment Company/Securities Corp. January 1989 - January 1997
CNL Investment Company/Securities Corp. January 1988 - January 1989
Skills
Contract Negotiation, Executive Development, Employee Training, Executive Management, Project Management, Process Improvement, Strategy, Organizational..., Leadership, Management, Leadership Development, Performance Management, Talent Management, Program Management, Business Process..., Training, Cross-functional Team...
Education
University of Central Florida
Bachelor of Arts, Organizational Communication
Jeanne Sordo Walsh Jeanne Sordo Walsh's CNL Financial Group, Inc. Experience July 2011 - Present
Job Marketing Manager at CNL Financial Group, Inc.
Industry Marketing and Advertising
Experience
CNL Financial Group, Inc. July 2011 - Present
Publix January 2009 - July 2011
Ryan + Deslauriers April 2006 - November 2008
Walt Disney World December 2002 - April 2006
Walt Disney World 2000 - 2002
Skills
Marketing Strategy, Budgeting, Retail, Production, Copywriting, Advertising, Budgets, Marketing Communications, Marketing, Strategy, Social Media Marketing, Leadership, Integrated Marketing, Management, Strategic Planning, Creative Direction, Brand Management
Education
The University of Texas-Pan American 1995 — 1999
Bachelor of Arts (B.A.), Communications
University of Texas Pan American 1995 — 1999
CNL Financial Group, Inc. July 2011 - Present
Publix January 2009 - July 2011
Ryan + Deslauriers April 2006 - November 2008
Walt Disney World December 2002 - April 2006
Walt Disney World 2000 - 2002
Skills
Marketing Strategy, Budgeting, Retail, Production, Copywriting, Advertising, Budgets, Marketing Communications, Marketing, Strategy, Social Media Marketing, Leadership, Integrated Marketing, Management, Strategic Planning, Creative Direction, Brand Management
Education
The University of Texas-Pan American 1995 — 1999
Bachelor of Arts (B.A.), Communications
University of Texas Pan American 1995 — 1999
Kyle White's CNL Financial Group, Inc. Experience April 1998 - April 2001
Job Corporate & Securities Law
Industry Law Practice
Experience
Kendall, Koenig & Oelsner PC May 2015 - Present
Dragonfly Consulting May 2012 - May 2015
NEWSTAGE media, Inc. December 2009 - April 2012
Paragon Audit & Consulting LLC July 2009 - March 2010
PetroHunter Energy Corporation September 2006 - December 2009
Patton Boggs LLP March 2006 - September 2006
Red Robin Gourmet Burgers Inc. April 2001 - July 2005
CNL Financial Group, Inc. April 1998 - April 2001
Lowndes, Drosdick, Doster, Kantor & Reed, P.A. December 1996 - March 1998
MOM+ Domestic Enterprises June 1987 - December 1996
Skills
Investor Relations, Management Consulting, Marketing Communications, Public Relations, Corporate Communications, Project Management, Licensing, Team Building, SEC filings, Copywriting, Risk Management, Operations Management, Mergers & Acquisitions, Legal Compliance, Team Leadership, Public Speaking, Strategic Communications, Legal Research, Cross-functional Team..., Employee Handbooks, Event Management, Contract Management, Team Management, Employee Relations, Employee Training, Internal Controls, Internal Communications, Crisis Communications, Mentoring Of Staff, Corporate Branding, Benefits Administration, Shareholder Value, 401k, Employee Management, Employee Recognition, Communication Skills, Team Mentoring, Branding & Identity, Corporate Identity, Board Governance, Legal Procedures, Public Communications, Regulatory Requirements, License Management, Identity Management, Employee Wellness, Internal Control..., Drafting Policies, IPO, Internal Audit
Education
University of Florida 1981 — 1986
Associate of Arts, Pre-Law Studies, Architecture & Fine Arts
Oak Ridge High School
Kendall, Koenig & Oelsner PC May 2015 - Present
Dragonfly Consulting May 2012 - May 2015
NEWSTAGE media, Inc. December 2009 - April 2012
Paragon Audit & Consulting LLC July 2009 - March 2010
PetroHunter Energy Corporation September 2006 - December 2009
Patton Boggs LLP March 2006 - September 2006
Red Robin Gourmet Burgers Inc. April 2001 - July 2005
CNL Financial Group, Inc. April 1998 - April 2001
Lowndes, Drosdick, Doster, Kantor & Reed, P.A. December 1996 - March 1998
MOM+ Domestic Enterprises June 1987 - December 1996
Skills
Investor Relations, Management Consulting, Marketing Communications, Public Relations, Corporate Communications, Project Management, Licensing, Team Building, SEC filings, Copywriting, Risk Management, Operations Management, Mergers & Acquisitions, Legal Compliance, Team Leadership, Public Speaking, Strategic Communications, Legal Research, Cross-functional Team..., Employee Handbooks, Event Management, Contract Management, Team Management, Employee Relations, Employee Training, Internal Controls, Internal Communications, Crisis Communications, Mentoring Of Staff, Corporate Branding, Benefits Administration, Shareholder Value, 401k, Employee Management, Employee Recognition, Communication Skills, Team Mentoring, Branding & Identity, Corporate Identity, Board Governance, Legal Procedures, Public Communications, Regulatory Requirements, License Management, Identity Management, Employee Wellness, Internal Control..., Drafting Policies, IPO, Internal Audit
Education
University of Florida 1981 — 1986
Associate of Arts, Pre-Law Studies, Architecture & Fine Arts
Oak Ridge High School
Lori Turnage's CNL Financial Group, Inc. Experience January 2008 - June 2008
Job Senior Vice President, Chief Human Resources Officer at CNLBank
Industry Banking
Experience
CNLBank July 2008 - Present
CNL Financial Group, Inc. January 2008 - June 2008
CNL Hotels & Resorts January 2002 - October 2007
ADVO January 2001 - November 2001
First Union National Bank July 1985 - November 2000
Skills
Employee Relations, Talent Acquisition, HRIS, Benefits Management, Human Resources, Deferred Compensation, Organizational..., Recruiting, Employee Benefits, Benefits Administration, Personnel Management, HR Policies, Onboarding, HR Consulting, Leadership Development
Education
University of Central Florida 1985 — 1990
MBA, Business Administration and Management, General
Agnes Scott College 1981 — 1985
Bachelors, Economics
CNLBank July 2008 - Present
CNL Financial Group, Inc. January 2008 - June 2008
CNL Hotels & Resorts January 2002 - October 2007
ADVO January 2001 - November 2001
First Union National Bank July 1985 - November 2000
Skills
Employee Relations, Talent Acquisition, HRIS, Benefits Management, Human Resources, Deferred Compensation, Organizational..., Recruiting, Employee Benefits, Benefits Administration, Personnel Management, HR Policies, Onboarding, HR Consulting, Leadership Development
Education
University of Central Florida 1985 — 1990
MBA, Business Administration and Management, General
Agnes Scott College 1981 — 1985
Bachelors, Economics
David Uslan's CNL Financial Group, Inc. Experience 1998 - 2001
Job Shareholder at Perkins& Co.
Industry Accounting
Experience
Perkins & Co April 2004 - Present
KPMG February 2001 - April 2004
CNL Financial Group, Inc. 1998 - 2001
Ernst & Young 1991 - 1998
Skills
Tax, Start-ups, FAS109, Tax Compliance, Mergers, Due Diligence, Compliance, Accounting, Business Planning, Entrepreneurship, CPA, Nonprofits, Mergers & Acquisitions, GAAP, Strategic Planning, Finance, US GAAP, Leadership, Financial Reporting, Tax Research, Tax Advisory, Sarbanes-Oxley Act, Income Tax, Tax Preparation, Financial Statements, Corporate Tax, SEC filings, Auditing, Internal Controls, Financial Accounting, Tax Returns, QuickBooks, General Ledger, Financial Analysis
Education
University of Florida 1990 — 1991
MS, Accounting - Tax
University of Florida 1986 — 1990
BS, Accounting
Perkins & Co April 2004 - Present
KPMG February 2001 - April 2004
CNL Financial Group, Inc. 1998 - 2001
Ernst & Young 1991 - 1998
Skills
Tax, Start-ups, FAS109, Tax Compliance, Mergers, Due Diligence, Compliance, Accounting, Business Planning, Entrepreneurship, CPA, Nonprofits, Mergers & Acquisitions, GAAP, Strategic Planning, Finance, US GAAP, Leadership, Financial Reporting, Tax Research, Tax Advisory, Sarbanes-Oxley Act, Income Tax, Tax Preparation, Financial Statements, Corporate Tax, SEC filings, Auditing, Internal Controls, Financial Accounting, Tax Returns, QuickBooks, General Ledger, Financial Analysis
Education
University of Florida 1990 — 1991
MS, Accounting - Tax
University of Florida 1986 — 1990
BS, Accounting
Jennifer (Quint) Gorham's CNL Financial Group, Inc. Experience July 2007 - Present
Job Marketing Manager at CNL Financial Group, Inc.
Industry Marketing and Advertising
Experience
CNL Financial Group, Inc. July 2007 - Present
PR/PR Public Relations November 2005 - July 2007
The Grove Counseling Center, Inc. April 2004 - November 2005
Weber Shandwick September 2003 - April 2004
Skills
Media Relations, Public Relations, Press Releases, Copywriting, Editing, Event Planning, Event Management, Email Marketing, Marketing Communications, Marketing Strategy, Publicity, Advertising, Corporate Communications, Newsletters, Marketing, Facebook
Education
University of Florida 1999 — 2003
Bachelor of Science (B.S.), Public Relations
CNL Financial Group, Inc. July 2007 - Present
PR/PR Public Relations November 2005 - July 2007
The Grove Counseling Center, Inc. April 2004 - November 2005
Weber Shandwick September 2003 - April 2004
Skills
Media Relations, Public Relations, Press Releases, Copywriting, Editing, Event Planning, Event Management, Email Marketing, Marketing Communications, Marketing Strategy, Publicity, Advertising, Corporate Communications, Newsletters, Marketing, Facebook
Education
University of Florida 1999 — 2003
Bachelor of Science (B.S.), Public Relations
Althia Davis's CNL Financial Group, Inc. Experience September 2011 - Present
Job Communications Manager at CNL Financial Group, Inc.
Industry Financial Services
Experience
CNL Financial Group, Inc. September 2011 - Present
Burnham Institute for Medical Research June 2009 - August 2011
GE Capital Solutions, Franchise Finance February 2007 - December 2008
Trustreet Properties, Inc. January 2005 - February 2007
CNL Financial Group, Inc. August 2002 - January 2005
Prudential Financial 1997 - 2001
Education
Rutgers, The State University of New Jersey-Newark 1991 — 1996
BS
CNL Financial Group, Inc. September 2011 - Present
Burnham Institute for Medical Research June 2009 - August 2011
GE Capital Solutions, Franchise Finance February 2007 - December 2008
Trustreet Properties, Inc. January 2005 - February 2007
CNL Financial Group, Inc. August 2002 - January 2005
Prudential Financial 1997 - 2001
Education
Rutgers, The State University of New Jersey-Newark 1991 — 1996
BS
Julie Preston's CNL Financial Group, Inc. Experience July 2001 - December 2011
Job Contract Recruiter
Industry Human Resources
Experience
CNL Financial Group, Inc. July 2001 - December 2011
Wachovia 1999 - 2001
Skills
Recruiting, Human Resources, College Recruiting, HRIS, Employee Relations, Talent Management, Talent Acquisition, Succession Planning, Financial Analysis, Applicant Tracking...
Education
University of Florida 1994 — 1999
CNL Financial Group, Inc. July 2001 - December 2011
Wachovia 1999 - 2001
Skills
Recruiting, Human Resources, College Recruiting, HRIS, Employee Relations, Talent Management, Talent Acquisition, Succession Planning, Financial Analysis, Applicant Tracking...
Education
University of Florida 1994 — 1999
Maribeth Ball's CNL Financial Group, Inc. Experience August 2003 - October 2005
Job Director of Marketing at Lake Nona Golf & Country Club
Industry Real Estate
Experience
Lake Nona Realty June 2013 - Present
Tavistock Group July 2009 - June 2013
Tavistock Group October 2005 - July 2009
CNL Financial Group, Inc. August 2003 - October 2005
Skills
Event Management, Marketing, Customer Service, Media Relations, Sports
Education
Samford University 1999 — 2003
Bachelor of Arts, Journalism and Mass Communications
Lake Nona Realty June 2013 - Present
Tavistock Group July 2009 - June 2013
Tavistock Group October 2005 - July 2009
CNL Financial Group, Inc. August 2003 - October 2005
Skills
Event Management, Marketing, Customer Service, Media Relations, Sports
Education
Samford University 1999 — 2003
Bachelor of Arts, Journalism and Mass Communications
Susan Terenzio's CNL Financial Group, Inc. Experience 2004 - Present
Job Deputy Chief Compliance Officer at Corporate Capital Trust, Inc.
Industry Financial Services
Experience
CNL Financial Group, Inc. 2004 - Present
Corporate Capital Trust, Inc. January 2015 - Present
CNL Fund Advisors Company September 2011 - Present
CNL Securities Corp. July 2013 - Present
The CNL Funds March 2008 - February 2009
Bingham McCutchen March 2000 - March 2003
Fidelity Investments January 1999 - March 2000
The Baupost Group February 1995 - March 1999
Education
Rivier College 1980 — 1982
Merrimack College 1978 — 1980
CNL Financial Group, Inc. 2004 - Present
Corporate Capital Trust, Inc. January 2015 - Present
CNL Fund Advisors Company September 2011 - Present
CNL Securities Corp. July 2013 - Present
The CNL Funds March 2008 - February 2009
Bingham McCutchen March 2000 - March 2003
Fidelity Investments January 1999 - March 2000
The Baupost Group February 1995 - March 1999
Education
Rivier College 1980 — 1982
Merrimack College 1978 — 1980
Courtney Powell's CNL Financial Group, Inc. Experience September 2000 - October 2008
Job President, AceApplications, LLC
Industry Information Technology and Services
Experience
AceApplications LLC February 2001 - Present
CNL Financial Group, Inc. September 2000 - October 2008
Rollins College 2003 - 2005
Lockheed Martin 1994 - 2000
Skills
Business Intelligence, Disaster Recovery, Project Management, IT Strategy, SharePoint, Windows, Strategic Planning, Customer Service, Management Consulting, Software Development, Vendor Management, VoIP, Networking, Consulting, Enterprise Software, IT Management, Integration, Cloud Computing
Education
Rollins College - Crummer Graduate School of Business 2002 — 2005
MBA, Finance Specialization
Rensselaer Polytechnic Institute 1998 — 2000
MS, Computer Science
University of Florida 1991 — 1996
BS, Electrical & Computer Engineering
AceApplications LLC February 2001 - Present
CNL Financial Group, Inc. September 2000 - October 2008
Rollins College 2003 - 2005
Lockheed Martin 1994 - 2000
Skills
Business Intelligence, Disaster Recovery, Project Management, IT Strategy, SharePoint, Windows, Strategic Planning, Customer Service, Management Consulting, Software Development, Vendor Management, VoIP, Networking, Consulting, Enterprise Software, IT Management, Integration, Cloud Computing
Education
Rollins College - Crummer Graduate School of Business 2002 — 2005
MBA, Finance Specialization
Rensselaer Polytechnic Institute 1998 — 2000
MS, Computer Science
University of Florida 1991 — 1996
BS, Electrical & Computer Engineering
Casey Wittek's CNL Financial Group, Inc. Experience June 2013 - June 2015
Job Senior Associate at Triloma
Industry Financial Services
Experience
Triloma June 2015 - Present
CNL Financial Group, Inc. June 2013 - June 2015
North American Risk Services, Inc. October 2009 - June 2013
Digital Broadcast Inc. 2008 - 2009
Skills
Business Development, Microsoft Office, Market Research, Microsoft Excel, Proposal Writing
Education
University of Central Florida 2011 — 2013
Master of Business Administration (M.B.A.)
University of Florida 2005 — 2009
Bachelor’s Degree, Finance
Triloma June 2015 - Present
CNL Financial Group, Inc. June 2013 - June 2015
North American Risk Services, Inc. October 2009 - June 2013
Digital Broadcast Inc. 2008 - 2009
Skills
Business Development, Microsoft Office, Market Research, Microsoft Excel, Proposal Writing
Education
University of Central Florida 2011 — 2013
Master of Business Administration (M.B.A.)
University of Florida 2005 — 2009
Bachelor’s Degree, Finance
Audrea Stitt-Newbold's CNL Financial Group, Inc. Experience July 1996 - October 2000
Job Indirect Tax Manager at ChemTreat, Inc.
Industry Accounting
Experience
ChemTreat, a Danaher Company April 2012 - Present
Fidelity Information Services, Inc. December 2009 - December 2011
Genworth Financial, Inc. May 2006 - November 2009
Hamilton Beach Brands, Inc. July 2001 - March 2005
CNL Financial Group, Inc. July 1996 - October 2000
Education
Roosevelt University
M.B.A., Business Administration
Tuskegee University
B.S., Business Administration
ChemTreat, a Danaher Company April 2012 - Present
Fidelity Information Services, Inc. December 2009 - December 2011
Genworth Financial, Inc. May 2006 - November 2009
Hamilton Beach Brands, Inc. July 2001 - March 2005
CNL Financial Group, Inc. July 1996 - October 2000
Education
Roosevelt University
M.B.A., Business Administration
Tuskegee University
B.S., Business Administration
Aerotek
Honeywell Aerospace
BE Aerospace
CoStar Group
Mohawk Industries
TruGreen
Transwestern
Sierra Nevada Corporation