CNL Securities Corp.
Industry: Capital market company
DescriptionFounded: 1979 Parent organization: CNL Capital Markets Corp.
CNL Securities Corp. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at CNL Securities Corp.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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CNL Securities Corp. Employees
Employee
Years
Job
Industry
Vincent Keating Vincent Keating's CNL Securities Corp. Experience May 2015 - Present
Job Sales Associate at CNL Securities Corp.
Industry Real Estate
Experience
CNL Securities Corp. May 2015 - Present
University of Central Florida August 2014 - May 2015
University of Central Florida April 2014 - May 2015
Ride Green Scooters April 2011 - May 2015
AKT Enterprises May 2013 - August 2013
Lil' 500 Go Karts April 2006 - June 2013
Tau Kappa Epsilon Fraternity August 2010 - May 2011
Tau Kappa Epsilon Fraternity August 2009 - May 2010
Dearborn Electronics Inc. January 2008 - March 2008
Skills
Sales, Public Speaking, Customer Service, Marketing, Marketing Strategy, Business Strategy, Time Management, Direct Sales, Leadership, Recruiting, Social Media, Microsoft Office, Social Networking, Management, Social Media Marketing, Publicity, Microsoft Excel, Fundraising, Integrated Marketing, Collaborative Problem..., Team Leadership, Strategic Networking, Market Analysis, Personal Development, Real Estate, New Business Development, PowerPoint, Microsoft Word
Education
University of Central Florida - College of Business Administration 2008 — 2015
Bachelor of Science (B.S.) Marketing & Real Estate, Real Estate Development, Professional Sales
Lyman High 2004 — 2008
Electrical and Electronics Engineering, Grades 9th-12th
CNL Securities Corp. May 2015 - Present
University of Central Florida August 2014 - May 2015
University of Central Florida April 2014 - May 2015
Ride Green Scooters April 2011 - May 2015
AKT Enterprises May 2013 - August 2013
Lil' 500 Go Karts April 2006 - June 2013
Tau Kappa Epsilon Fraternity August 2010 - May 2011
Tau Kappa Epsilon Fraternity August 2009 - May 2010
Dearborn Electronics Inc. January 2008 - March 2008
Skills
Sales, Public Speaking, Customer Service, Marketing, Marketing Strategy, Business Strategy, Time Management, Direct Sales, Leadership, Recruiting, Social Media, Microsoft Office, Social Networking, Management, Social Media Marketing, Publicity, Microsoft Excel, Fundraising, Integrated Marketing, Collaborative Problem..., Team Leadership, Strategic Networking, Market Analysis, Personal Development, Real Estate, New Business Development, PowerPoint, Microsoft Word
Education
University of Central Florida - College of Business Administration 2008 — 2015
Bachelor of Science (B.S.) Marketing & Real Estate, Real Estate Development, Professional Sales
Lyman High 2004 — 2008
Electrical and Electronics Engineering, Grades 9th-12th
Ryan Starling Ryan Starling's CNL Securities Corp. Experience March 2013 - Present
Job Internal Wholesaler
Industry Financial Services
Experience
CNL Securities Corp March 2013 - Present
Charles Schwab February 2011 - March 2013
OTIS February 2010 - January 2011
Morgan Stanley Smith Barney October 2009 - February 2010
OTIS May 2008 - October 2009
Merrill Lynch August 2007 - April 2008
Eddie Huggins Land Grading Co. May 2007 - August 2007
Indian River State College May 2006 - August 2006
Education
Florida State University 2005 — 2008
Bachelor of Science, Finance
CNL Securities Corp March 2013 - Present
Charles Schwab February 2011 - March 2013
OTIS February 2010 - January 2011
Morgan Stanley Smith Barney October 2009 - February 2010
OTIS May 2008 - October 2009
Merrill Lynch August 2007 - April 2008
Eddie Huggins Land Grading Co. May 2007 - August 2007
Indian River State College May 2006 - August 2006
Education
Florida State University 2005 — 2008
Bachelor of Science, Finance
Brad Brescia's CNL Securities Corp. Experience October 2011 - December 2014
Job Wealth Management Advisor
Industry Financial Services
Experience
TIAA-CREF June 2015 - Present
Security Financial Management, Inc. January 2015 - May 2015
CNL Securities Corp. October 2011 - December 2014
CNL Securities Corp. October 2009 - November 2011
Skills
Personal Financial..., Wealth Management, Retirement Planning, Retirement Income...
Education
University of Central Florida 2015 — 2016
Certified Financial Planning CFP® Certificate Program
Wheaton College 2006 — 2009
Bachelor of Arts (B.A.)
TIAA-CREF June 2015 - Present
Security Financial Management, Inc. January 2015 - May 2015
CNL Securities Corp. October 2011 - December 2014
CNL Securities Corp. October 2009 - November 2011
Skills
Personal Financial..., Wealth Management, Retirement Planning, Retirement Income...
Education
University of Central Florida 2015 — 2016
Certified Financial Planning CFP® Certificate Program
Wheaton College 2006 — 2009
Bachelor of Arts (B.A.)
Steve Clover, CFP®, ChFC® Steve Clover, CFP®, ChFC®'s CNL Securities Corp. Experience January 1998 - Present
Job Senior Vice President at CNL Securities Corp.
Industry Financial Services
Experience
CNL Securities Corp. January 1998 - Present
Skills
Series 7, Series 63, Series 24
Education
Pepperdine University 1991 — 1994
Bachelor of Science (B.S.), Business Administration
CNL Securities Corp. January 1998 - Present
Skills
Series 7, Series 63, Series 24
Education
Pepperdine University 1991 — 1994
Bachelor of Science (B.S.), Business Administration
Andrew Petersen Andrew Petersen's CNL Securities Corp. Experience January 2013 - Present
Job
Industry Financial Services
Experience
CNL Securities Corp. January 2013 - Present
CNL Securities Corp. July 2011 - January 2013
Skills
Series 7, Series 63, Series 24
Education
The University of Montana - School of Business Administration 1999 — 2002
Bachelor's degree, Management/Marketing
CNL Securities Corp. January 2013 - Present
CNL Securities Corp. July 2011 - January 2013
Skills
Series 7, Series 63, Series 24
Education
The University of Montana - School of Business Administration 1999 — 2002
Bachelor's degree, Management/Marketing
Bryan Reed's CNL Securities Corp. Experience May 2014 - May 2015
Job Investments, Insurance and Banking Compliance Professional
Industry Financial Services
Experience
NEXT Financial Group, Inc., Member FINRA/SIPC May 2015 - Present
CNL Securities Corp. May 2014 - May 2015
BBVA Compass November 2008 - August 2013
Regions Financial Corporation April 2006 - July 2008
Protective Life January 2001 - April 2006
Kidwell and Company January 1999 - December 2000
Education
Birmingham-Southern College 2003 — 2007
MA, Public and Private Management (MPPM)
Birmingham-Southern College 1995 — 2003
BS, Business Administration
NEXT Financial Group, Inc., Member FINRA/SIPC May 2015 - Present
CNL Securities Corp. May 2014 - May 2015
BBVA Compass November 2008 - August 2013
Regions Financial Corporation April 2006 - July 2008
Protective Life January 2001 - April 2006
Kidwell and Company January 1999 - December 2000
Education
Birmingham-Southern College 2003 — 2007
MA, Public and Private Management (MPPM)
Birmingham-Southern College 1995 — 2003
BS, Business Administration
Shana Bell Shana Bell's CNL Securities Corp. Experience June 2012 - August 2012
Job Attorney
Industry Law Practice
Experience
U.S. Department of Justice, Criminal Division, Asset Forfeiture and Money Laundering Section January 2015 - May 2015
CNL Securities Corp. June 2012 - August 2012
CNL Securities Corp. October 2006 - October 2011
Skills
Corporate Law, Corporate Governance, FINRA, Legal Writing, Legal Research, Private Placements, Finance, IPO, Business Development, Negotiation, Real Estate, Investment Properties, Investment Advisory, Financial Modeling, Microsoft Excel, Project Management, Strategic Planning, Sales, Securities, Investments, Due Diligence, Mutual Funds, Capital Markets
Education
American University Washington College of Law 2014 — 2015
Master of Laws (LL.M.)
Florida A&M University College of Law 2011 — 2014
Doctor of Law (J.D.)
Rollins College
BA
U.S. Department of Justice, Criminal Division, Asset Forfeiture and Money Laundering Section January 2015 - May 2015
CNL Securities Corp. June 2012 - August 2012
CNL Securities Corp. October 2006 - October 2011
Skills
Corporate Law, Corporate Governance, FINRA, Legal Writing, Legal Research, Private Placements, Finance, IPO, Business Development, Negotiation, Real Estate, Investment Properties, Investment Advisory, Financial Modeling, Microsoft Excel, Project Management, Strategic Planning, Sales, Securities, Investments, Due Diligence, Mutual Funds, Capital Markets
Education
American University Washington College of Law 2014 — 2015
Master of Laws (LL.M.)
Florida A&M University College of Law 2011 — 2014
Doctor of Law (J.D.)
Rollins College
BA
Jeff Halter's CNL Securities Corp. Experience April 2013 - Present
Job Vice President of Operations at CNL Securities Corp.
Industry Financial Services
Experience
CNL Securities Corp. April 2013 - Present
Ameriprise Financial Services, Inc. September 1999 - March 2013
Skills
Series 7, Series 24, Series 63, Risk Management, Derivatives, Alternative Investments, Business Process..., Management, Project Management, Vendor Management, Business Relationship..., Strategic Planning, Strategic Negotiations, Process Improvement, Business Process..., Financial Services, Securities, Operations Management, Investments, Mutual Funds, Leadership
Education
Metropolitan State University 1998 — 2001
Bachelor's Degree, Business Administration
Grand Rapids High School
CNL Securities Corp. April 2013 - Present
Ameriprise Financial Services, Inc. September 1999 - March 2013
Skills
Series 7, Series 24, Series 63, Risk Management, Derivatives, Alternative Investments, Business Process..., Management, Project Management, Vendor Management, Business Relationship..., Strategic Planning, Strategic Negotiations, Process Improvement, Business Process..., Financial Services, Securities, Operations Management, Investments, Mutual Funds, Leadership
Education
Metropolitan State University 1998 — 2001
Bachelor's Degree, Business Administration
Grand Rapids High School
Mack Dalton Mack Dalton's CNL Securities Corp. Experience August 2015 - Present
Job Internal Wholesaler at CNL Securities Corp.
Industry Internet
Experience
CNL Securities Corp. August 2015 - Present
CNL Securities Corp. May 2015 - August 2015
Saturday Down South July 2014 - January 2015
Tapiture July 2013 - May 2014
Tapiture November 2012 - May 2014
Golf Channel January 2008 - April 2010
Education
University of Florida 2003 — 2007
BS, Telecommmunications
CNL Securities Corp. August 2015 - Present
CNL Securities Corp. May 2015 - August 2015
Saturday Down South July 2014 - January 2015
Tapiture July 2013 - May 2014
Tapiture November 2012 - May 2014
Golf Channel January 2008 - April 2010
Education
University of Florida 2003 — 2007
BS, Telecommmunications
Brandon Berry Brandon Berry's CNL Securities Corp. Experience September 2014 - Present
Job Vice President, Hybrid RIA Distribution at CNL Securities Corp.
Industry Financial Services
Experience
CNL Securities Corp. September 2014 - Present
CNL Securities Corp. November 2012 - September 2014
CNL Securities Corp. November 2009 - November 2012
Skills
Alternative Investments, BDCs, REIT, Series 7, Series 63, Series 24, Wealth Management, Management, Securities, Asset Allocation
Education
The University of Memphis 2006 — 2009
Bachelor of Business Administration (BBA), Finance, General
CNL Securities Corp. September 2014 - Present
CNL Securities Corp. November 2012 - September 2014
CNL Securities Corp. November 2009 - November 2012
Skills
Alternative Investments, BDCs, REIT, Series 7, Series 63, Series 24, Wealth Management, Management, Securities, Asset Allocation
Education
The University of Memphis 2006 — 2009
Bachelor of Business Administration (BBA), Finance, General
Jon Stickney, CFP Jon Stickney, CFP's CNL Securities Corp. Experience June 2002 - Present
Job VP of Sales at CNL Securities Corp.
Industry Financial Services
Experience
CNL Securities Corp. June 2002 - Present
IDS/American Express January 1988 - June 2002
Education
Montana State University-Billings 1986 — 1990
Bachelor of Science, Finance
Thornridge High School, Dolton IL 1979 — 1982
CNL Securities Corp. June 2002 - Present
IDS/American Express January 1988 - June 2002
Education
Montana State University-Billings 1986 — 1990
Bachelor of Science, Finance
Thornridge High School, Dolton IL 1979 — 1982
Cory Norbutus Cory Norbutus's CNL Securities Corp. Experience August 2015 - Present
Job Internal Wholesaler at CNL Securities
Industry Financial Services
Experience
CNL Securities Corp. August 2015 - Present
Commonwealth Financial Network December 2014 - July 2015
Commonwealth Financial Network December 2012 - December 2014
Centinel Financial Group, LLC July 2011 - December 2012
Colonial Life January 2010 - June 2011
Farmers Insurance October 2009 - January 2010
Town Sports International July 2006 - September 2009
Fitcorp June 2005 - July 2006
Fitcorp June 2004 - June 2005
Skills
Fitness, Wellness, Personal Training, Customer Service, Sales, Employee Benefits, Teaching, Wellness Coaching, Sports, Nutrition, Insurance, Coaching, Strength Training, Marketing, Public Speaking, Fitness Training, Corporations, Social Networking
Education
University of Massachusetts, Amherst 2000 — 2004
Bachelors, Exercise Science
CNL Securities Corp. August 2015 - Present
Commonwealth Financial Network December 2014 - July 2015
Commonwealth Financial Network December 2012 - December 2014
Centinel Financial Group, LLC July 2011 - December 2012
Colonial Life January 2010 - June 2011
Farmers Insurance October 2009 - January 2010
Town Sports International July 2006 - September 2009
Fitcorp June 2005 - July 2006
Fitcorp June 2004 - June 2005
Skills
Fitness, Wellness, Personal Training, Customer Service, Sales, Employee Benefits, Teaching, Wellness Coaching, Sports, Nutrition, Insurance, Coaching, Strength Training, Marketing, Public Speaking, Fitness Training, Corporations, Social Networking
Education
University of Massachusetts, Amherst 2000 — 2004
Bachelors, Exercise Science
Ann Naidenoff's CNL Securities Corp. Experience January 2000 - March 2006
Job Ideal "Womenar" Host, Financial Services, Insurance Sales & Relationship Management
Industry Financial Services
Experience
Asset Management Partners February 2007 - Present
Investment Advisors of Central Florida February 2006 - February 2007
CNL Securities Corp. January 2000 - March 2006
CNL January 2004 - February 2006
CNL 1998 - 2006
Education
University of Central Florida 2007 — 2007
Completed, College of Financial Planning
Asset Management Partners February 2007 - Present
Investment Advisors of Central Florida February 2006 - February 2007
CNL Securities Corp. January 2000 - March 2006
CNL January 2004 - February 2006
CNL 1998 - 2006
Education
University of Central Florida 2007 — 2007
Completed, College of Financial Planning
Anita Desai Anita Desai's CNL Securities Corp. Experience November 2008 - May 2010
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.
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.
Michele Klenk Michele Klenk's CNL Securities Corp. Experience 1999 - 2009
Job Contract Manager, Sales Finance at Fidelity National Information Services
Industry Computer Software
Experience
Empower Software Solutions April 2011 - October 2013
Highsmith Consulting 2009 - 2011
CNL Securities Corp. 1999 - 2009
Skills
Asset Managment, Salesforce.com, Contract Negotiation, Negotiation, Strategic Planning, Due Diligence, Financial Analysis, Process Improvement, Account Management, Financial Risk, Competitive Analysis, Business Process..., RFP, Research, Contract Management, Contract Pricing, Oral & Written..., Software Contracts, Asset Management, Training, Sales, Analysis, New Business Development, Business Development, Program Management
Education
Valencia Community College 2011 — 2014
Bachelor of Business Administration (B.B.A.)
Florida Real Estate Course
Rollins College
Empower Software Solutions April 2011 - October 2013
Highsmith Consulting 2009 - 2011
CNL Securities Corp. 1999 - 2009
Skills
Asset Managment, Salesforce.com, Contract Negotiation, Negotiation, Strategic Planning, Due Diligence, Financial Analysis, Process Improvement, Account Management, Financial Risk, Competitive Analysis, Business Process..., RFP, Research, Contract Management, Contract Pricing, Oral & Written..., Software Contracts, Asset Management, Training, Sales, Analysis, New Business Development, Business Development, Program Management
Education
Valencia Community College 2011 — 2014
Bachelor of Business Administration (B.B.A.)
Florida Real Estate Course
Rollins College
Brad Cousino, CPM Brad Cousino, CPM's CNL Securities Corp. Experience September 1987 - February 1991
Job Strategically Engage the Culture / Empower Emerging Leaders
Industry Restaurants
Experience
Tom+Chee, LLC December 2013 - Present
Kings Domain / Mud Guts & Glory May 2012 - Present
NexGen Investments February 1985 - June 2014
CompleteMASTERY June 2010 - June 2013
MarketCard Technologies October 1998 - May 2001
The Advisory Group April 1994 - May 1998
Cousino Rental Properties / Colonial Estates June 1977 - July 1994
CNL Securities Corp September 1987 - February 1991
Mini Management Group August 1984 - August 1988
Coldwell Banker Commercial March 1982 - June 1986
Skills
Entrepreneurship, Start-ups, Coaching, Marketing, Team Building, Management, Public Speaking, Small Business, Sales Management, Business Strategy, Sales, Social Networking, Training, Fundraising, Social Media Marketing, Real Estate, Negotiation, Entrepreneur
Education
Miami University 1971 — 1975
Tom+Chee, LLC December 2013 - Present
Kings Domain / Mud Guts & Glory May 2012 - Present
NexGen Investments February 1985 - June 2014
CompleteMASTERY June 2010 - June 2013
MarketCard Technologies October 1998 - May 2001
The Advisory Group April 1994 - May 1998
Cousino Rental Properties / Colonial Estates June 1977 - July 1994
CNL Securities Corp September 1987 - February 1991
Mini Management Group August 1984 - August 1988
Coldwell Banker Commercial March 1982 - June 1986
Skills
Entrepreneurship, Start-ups, Coaching, Marketing, Team Building, Management, Public Speaking, Small Business, Sales Management, Business Strategy, Sales, Social Networking, Training, Fundraising, Social Media Marketing, Real Estate, Negotiation, Entrepreneur
Education
Miami University 1971 — 1975
Rob Colclasure's CNL Securities Corp. Experience October 2007 - March 2009
Job Ministry Coordinator at Pine Ridge Church
Industry Music
Experience
Pine Ridge Church October 2011 - Present
Songwriting & Music Theory for Artists March 2010 - Present
CNL Securities Corp. October 2007 - March 2009
Skills
Microsoft Office, Social Media, Teaching, Stata, Studio Recording, Leadership, Fundraising, Musical Performance, Community Outreach, Strategic Planning, Event Management, Social Media Marketing, Marketing Communications, Research
Education
Lund University 2009 — 2010
MS, Economic Demography
Florida State University - College of Business 2002 — 2007
BA, Risk Management & Insurance, Marketing
Pine Ridge Church October 2011 - Present
Songwriting & Music Theory for Artists March 2010 - Present
CNL Securities Corp. October 2007 - March 2009
Skills
Microsoft Office, Social Media, Teaching, Stata, Studio Recording, Leadership, Fundraising, Musical Performance, Community Outreach, Strategic Planning, Event Management, Social Media Marketing, Marketing Communications, Research
Education
Lund University 2009 — 2010
MS, Economic Demography
Florida State University - College of Business 2002 — 2007
BA, Risk Management & Insurance, Marketing
Jeremias Francioli, MBA, CIMA Jeremias Francioli, MBA, CIMA's CNL Securities Corp. Experience October 2008 - May 2015
Job VP of Sales at Triloma
Industry Financial Services
Experience
Triloma June 2015 - Present
CNL Securities Corp. October 2008 - May 2015
Inland July 2007 - October 2008
CNL Securities April 2004 - July 2007
Strong Investments June 2000 - March 2004
Skills
Series 7, Series 63, Investments, Alternative Investments, Asset Managment, Series 24, Retirement Planning, Marketing, Portfolio Management, Investment Advisory, Mutual Funds, Securities, Sales, Email Marketing, Sales Management, Salesforce.com, Investment Properties, Strategic Financial..., Asset Allocation, Financial Analysis, Real Estate, Asset Management
Education
Marquette University 2003 — 2006
MBA, Finance
University of Wisconsin-Stevens Point 1996 — 2000
BA, Business & Spanish
Triloma June 2015 - Present
CNL Securities Corp. October 2008 - May 2015
Inland July 2007 - October 2008
CNL Securities April 2004 - July 2007
Strong Investments June 2000 - March 2004
Skills
Series 7, Series 63, Investments, Alternative Investments, Asset Managment, Series 24, Retirement Planning, Marketing, Portfolio Management, Investment Advisory, Mutual Funds, Securities, Sales, Email Marketing, Sales Management, Salesforce.com, Investment Properties, Strategic Financial..., Asset Allocation, Financial Analysis, Real Estate, Asset Management
Education
Marquette University 2003 — 2006
MBA, Finance
University of Wisconsin-Stevens Point 1996 — 2000
BA, Business & Spanish
Pamela Schmitz Pamela Schmitz's CNL Securities Corp. Experience 1997 - 2007
Job Financial Advisor at Brio Financial Group
Industry Financial Services
Experience
Brio Financial Group August 2015 - Present
LPL Finanical July 2010 - August 2015
Wilkins/Weber Financial & Insurance Services August 2009 - April 2010
Inland Securities February 2007 - July 2009
CNL Securities Corp. 1997 - 2007
Education
University of California, Berkeley 1979 — 1983
Bachelor of Science (BS), Jurisprudence and Social Policy
Brio Financial Group August 2015 - Present
LPL Finanical July 2010 - August 2015
Wilkins/Weber Financial & Insurance Services August 2009 - April 2010
Inland Securities February 2007 - July 2009
CNL Securities Corp. 1997 - 2007
Education
University of California, Berkeley 1979 — 1983
Bachelor of Science (BS), Jurisprudence and Social Policy
Catherine Jolly's CNL Securities Corp. Experience June 2010 - June 2015
Job Internal Wholesaler at Triloma
Industry Financial Services
Experience
Triloma June 2015 - Present
CNL Securities Corp. June 2010 - June 2015
Skills
Series 7, Series 63
Education
University of Florida
Master of Arts (MA), International Business
Triloma June 2015 - Present
CNL Securities Corp. June 2010 - June 2015
Skills
Series 7, Series 63
Education
University of Florida
Master of Arts (MA), International Business
Patrick C. Willis Patrick C. Willis's CNL Securities Corp. Experience April 2013 - Present
Job Vice President, National Accounts at CNL Securities Corp.
Industry Investment Management
Experience
CNL Securities Corp. April 2013 - Present
CNL August 2012 - April 2013
CNL May 2010 - August 2012
Core Companies April 2006 - May 2010
The Wharton School April 2005 - April 2006
Skills
Asset Management, Alternative Investments, Valuation, Real Estate Economics, Due Diligence, Private Equity, Real Estate Development, Investments, Hedge Funds, Commercial Real Estate, Financial Analysis, Finance, Real Estate, Mergers & Acquisitions, Portfolio Management, Capital Markets, Series 7, Financial Structuring, Underwriting, Financial Modeling, Equity Capital Markets, Real Estate Private..., Investor Relations, Trading, Securities, Fund Management
Education
University of Pennsylvania - The Wharton School 2005 — 2006
Cert, Finance, Accounting
University of Pennsylvania 2000 — 2004
BA, English, Philosophy, Classical Studies
CNL Securities Corp. April 2013 - Present
CNL August 2012 - April 2013
CNL May 2010 - August 2012
Core Companies April 2006 - May 2010
The Wharton School April 2005 - April 2006
Skills
Asset Management, Alternative Investments, Valuation, Real Estate Economics, Due Diligence, Private Equity, Real Estate Development, Investments, Hedge Funds, Commercial Real Estate, Financial Analysis, Finance, Real Estate, Mergers & Acquisitions, Portfolio Management, Capital Markets, Series 7, Financial Structuring, Underwriting, Financial Modeling, Equity Capital Markets, Real Estate Private..., Investor Relations, Trading, Securities, Fund Management
Education
University of Pennsylvania - The Wharton School 2005 — 2006
Cert, Finance, Accounting
University of Pennsylvania 2000 — 2004
BA, English, Philosophy, Classical Studies
Katie Shook's CNL Securities Corp. Experience June 2015 - Present
Job Associate Vice President, National Accounts at CNL Securities Corp.
Industry Financial Services
Experience
CNL Securities Corp. June 2015 - Present
CNL Securities January 2013 - June 2015
CNL Commercial Real Estate June 2011 - January 2013
VaxCare Corporation January 2010 - May 2011
VaxCare Corporation July 2008 - December 2009
Skills
Series 7, Series 63
Education
Florida State University 2001 — 2005
Bachelor's Degree, Marketing
CNL Securities Corp. June 2015 - Present
CNL Securities January 2013 - June 2015
CNL Commercial Real Estate June 2011 - January 2013
VaxCare Corporation January 2010 - May 2011
VaxCare Corporation July 2008 - December 2009
Skills
Series 7, Series 63
Education
Florida State University 2001 — 2005
Bachelor's Degree, Marketing
Darren Griffiths Darren Griffiths's CNL Securities Corp. Experience November 2012 - Present
Job Vice President of Sales at CNL Securities Corp.
Industry Financial Services
Experience
CNL Securities Corp. November 2012 - Present
W. P. Carey Inc. August 2008 - November 2012
Appian Capital November 2006 - June 2008
The Concord Group May 2004 - November 2006
ACRT February 2001 - May 2004
Skills
Series 7, Series 63
Education
University of California, Berkeley 1995 — 1999
Bachelors, Geography/Forestry
Woodbridge 1991 — 1995
CNL Securities Corp. November 2012 - Present
W. P. Carey Inc. August 2008 - November 2012
Appian Capital November 2006 - June 2008
The Concord Group May 2004 - November 2006
ACRT February 2001 - May 2004
Skills
Series 7, Series 63
Education
University of California, Berkeley 1995 — 1999
Bachelors, Geography/Forestry
Woodbridge 1991 — 1995
Adunni Browne-Marke's CNL Securities Corp. Experience January 2015 - Present
Job Internal Wholesaler at CNL Securities Corp.
Industry Financial Services
Experience
CNL Securities Corp. January 2015 - Present
Prudential Financial December 2011 - January 2015
Vector Marketing/CUTCO September 2008 - July 2011
Vector Marketing/CUTCO May 2010 - August 2010
Skills
Series 7, Series 63, Series 65
Education
University of South Florida - College of Business Administration 2008 — 2011
Bachelors, Finance
CNL Securities Corp. January 2015 - Present
Prudential Financial December 2011 - January 2015
Vector Marketing/CUTCO September 2008 - July 2011
Vector Marketing/CUTCO May 2010 - August 2010
Skills
Series 7, Series 63, Series 65
Education
University of South Florida - College of Business Administration 2008 — 2011
Bachelors, Finance
Archie Hughes Archie Hughes's CNL Securities Corp. Experience January 2002 - June 2015
Job VP Sales at Triloma
Industry Financial Services
Experience
Triloma June 2015 - Present
CNL Securities Corp. January 2002 - June 2015
Skills
Sales, Sales Management, Business Development, Direct Sales, Series 7, Series 63, Investments, Alternative Investments, Energy Investments
Education
The University of Georgia 1990 — 1995
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
Triloma June 2015 - Present
CNL Securities Corp. January 2002 - June 2015
Skills
Sales, Sales Management, Business Development, Direct Sales, Series 7, Series 63, Investments, Alternative Investments, Energy Investments
Education
The University of Georgia 1990 — 1995
Bachelor of Arts (B.A.), Speech Communication and Rhetoric
Andrea Rogers Andrea Rogers's CNL Securities Corp. Experience June 2015 - Present
Job Associate Vice President, Key Accounts at CNL Securities Corp.
Industry Capital Markets
Experience
CNL Securities Corp. June 2015 - Present
CNL Securities Corp. January 2013 - June 2015
CNL Securities Corp. February 2010 - January 2013
CNL Securities Corp. September 2007 - January 2010
Skills
Series 7, Series 63
Education
Florida Gulf Coast University 2001 — 2004
Bachelor of Arts (B.A.), Communication, General
Bridgewater State College 2000 — 2001
CNL Securities Corp. June 2015 - Present
CNL Securities Corp. January 2013 - June 2015
CNL Securities Corp. February 2010 - January 2013
CNL Securities Corp. September 2007 - January 2010
Skills
Series 7, Series 63
Education
Florida Gulf Coast University 2001 — 2004
Bachelor of Arts (B.A.), Communication, General
Bridgewater State College 2000 — 2001
Chris Ziebro's CNL Securities Corp. Experience June 2003 - June 2015
Job External Wholesaler Triloma Financial Group
Industry Financial Services
Experience
Triloma Financial Group June 2015 - Present
CNL Securities Corp. June 2003 - June 2015
AIG / SunAmerica July 1997 - June 2003
Skills
Salesforce.com, Financial Analysis, New Business Development, Sales Management, Series 7, Account Management
Education
Ohio University 1980 — 1983
Bachelor of Business Administration (B.B.A.), Marketing/Finance, Summa Cum Laude
Triloma Financial Group June 2015 - Present
CNL Securities Corp. June 2003 - June 2015
AIG / SunAmerica July 1997 - June 2003
Skills
Salesforce.com, Financial Analysis, New Business Development, Sales Management, Series 7, Account Management
Education
Ohio University 1980 — 1983
Bachelor of Business Administration (B.B.A.), Marketing/Finance, Summa Cum Laude
Ben Hilgers Ben Hilgers's CNL Securities Corp. Experience February 2003 - June 2015
Job Vice President of Sales at Triloma
Industry Financial Services
Experience
Triloma July 2015 - Present
CNL Securities Corp. February 2003 - June 2015
Skills
FINRA Series 24 License, FINRA Series 63 License, FINRA Series 7 License, Series 7, Series 63, Management, Portfolio Management, Alternative Investments, Strategic Planning, Customer Service, Finance, Wealth Management, Securities
Education
Minnesota State University, Moorhead 1998 — 2000
Bachelor's degree, International Business & Spanish
North Dakota State University 1996 — 1998
Universidad de Granada
Spanish and Iberian Studies
Triloma July 2015 - Present
CNL Securities Corp. February 2003 - June 2015
Skills
FINRA Series 24 License, FINRA Series 63 License, FINRA Series 7 License, Series 7, Series 63, Management, Portfolio Management, Alternative Investments, Strategic Planning, Customer Service, Finance, Wealth Management, Securities
Education
Minnesota State University, Moorhead 1998 — 2000
Bachelor's degree, International Business & Spanish
North Dakota State University 1996 — 1998
Universidad de Granada
Spanish and Iberian Studies
Bryce Bradley's CNL Securities Corp. Experience August 2015 - Present
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
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's CNL Securities Corp. Experience June 2012 - Present
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
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
Bob Fix, CRPC Bob Fix, CRPC's CNL Securities Corp. Experience February 2014 - Present
Job Vice President of Sales at CNL Securities Corp.
Industry Investment Management
Experience
CNL Securities Corp. February 2014 - Present
J.P. Morgan July 2012 - February 2014
DWS Investments August 2004 - July 2012
Phoenix Life Insurance Company 2000 - 2004
Nationwide Financial September 1998 - December 2000
Provident Life & Accident 1990 - 1995
Skills
Mutual Funds, Series 63, Series 7, Investments, Alternative Investments, Asset Allocation, Separately Managed..., Fixed Annuities, Asset Management, Strategic Financial..., Series 24, Retirement, Retirement Planning, 401k, FINRA, Investment Strategies, Uniform Combined State..., Series 65, Financial Advisory, Securities, Wealth Management, Wholesale, Estate Planning, Investment Advisory, Annuities, Wholesaling
Education
University of Oregon - Charles H. Lundquist College of Business
BS, Finance, General
CNL Securities Corp. February 2014 - Present
J.P. Morgan July 2012 - February 2014
DWS Investments August 2004 - July 2012
Phoenix Life Insurance Company 2000 - 2004
Nationwide Financial September 1998 - December 2000
Provident Life & Accident 1990 - 1995
Skills
Mutual Funds, Series 63, Series 7, Investments, Alternative Investments, Asset Allocation, Separately Managed..., Fixed Annuities, Asset Management, Strategic Financial..., Series 24, Retirement, Retirement Planning, 401k, FINRA, Investment Strategies, Uniform Combined State..., Series 65, Financial Advisory, Securities, Wealth Management, Wholesale, Estate Planning, Investment Advisory, Annuities, Wholesaling
Education
University of Oregon - Charles H. Lundquist College of Business
BS, Finance, General
Paula Noble's CNL Securities Corp. Experience June 2015 - Present
Job Senior Account Manager, National Accounts at CNL Securities Corp.
Industry Financial Services
Experience
CNL Securities Corp. June 2015 - Present
CNL Securities Corp. January 2013 - June 2015
CNL Securities Corp. August 2010 - January 2013
CICB November 2007 - August 2010
Skills
Series 7
Education
Florida State University 1999 — 2003
University of Central Florida 1997 — 1999
CNL Securities Corp. June 2015 - Present
CNL Securities Corp. January 2013 - June 2015
CNL Securities Corp. August 2010 - January 2013
CICB November 2007 - August 2010
Skills
Series 7
Education
Florida State University 1999 — 2003
University of Central Florida 1997 — 1999
Donn Beam's CNL Securities Corp. Experience February 2008 - June 2012
Job Registered Representative at Principal Financial Group Partner at G3 Giving / Business Consultant at TelaMedPlus
Industry Financial Services
Experience
TelaMedPlus July 2015 - Present
Principal Financial Group March 2014 - Present
G3 Giving July 2012 - Present
CNL Securities Corp. February 2008 - June 2012
US Advisors March 2005 - February 2008
Delta Air Lines September 1978 - October 2003
Donn Richards Salons, Inc. January 1996 - January 2003
XFL Orlando Rage Football Team January 2000 - December 2001
National Football League December 1990 - February 2000
Skills
Alternative Investments, Series 7, Series 63, Training, Management, Investments, Asset Allocation, Sales, Customer Service, Financial Advisory, Real Estate, Securities, Sales Management, Private Equity, Salesforce.com, Capital Markets, New Business Development, Real Estate License, Leadership, Finance, Licensed Life & Health..., Investment Advisory, Sales Operations, Start-ups, Marketing Strategy, Financial Services
Education
University of Southern California
TelaMedPlus July 2015 - Present
Principal Financial Group March 2014 - Present
G3 Giving July 2012 - Present
CNL Securities Corp. February 2008 - June 2012
US Advisors March 2005 - February 2008
Delta Air Lines September 1978 - October 2003
Donn Richards Salons, Inc. January 1996 - January 2003
XFL Orlando Rage Football Team January 2000 - December 2001
National Football League December 1990 - February 2000
Skills
Alternative Investments, Series 7, Series 63, Training, Management, Investments, Asset Allocation, Sales, Customer Service, Financial Advisory, Real Estate, Securities, Sales Management, Private Equity, Salesforce.com, Capital Markets, New Business Development, Real Estate License, Leadership, Finance, Licensed Life & Health..., Investment Advisory, Sales Operations, Start-ups, Marketing Strategy, Financial Services
Education
University of Southern California
Tammy Schultz's CNL Securities Corp. Experience Responsible for handling all details related to attending conferences.Sr. Convention CoordinatorCNL Financial Group, Inc.2005 - Present
Job Sr. Conventions Coordinator at CNL Securities Corp.
Industry Real Estate
Experience
CNL Securities Corp. Responsible for handling all details related to attending conferences.Sr. Convention CoordinatorCNL Financial Group, Inc.2005 - Present
CNL 2002 - December 2004
CNL Securities Corp. 1991 - 2002
Skills
Event Management, Marketing, Event Planning, Customer Service, Microsoft Office, Alternative Investments, Project Management
Education
University of Central Florida - College of Business Administration 1988 — 1991
BS Degree, Major in Marketing
CNL Securities Corp. Responsible for handling all details related to attending conferences.Sr. Convention CoordinatorCNL Financial Group, Inc.2005 - Present
CNL 2002 - December 2004
CNL Securities Corp. 1991 - 2002
Skills
Event Management, Marketing, Event Planning, Customer Service, Microsoft Office, Alternative Investments, Project Management
Education
University of Central Florida - College of Business Administration 1988 — 1991
BS Degree, Major in Marketing
Holly Onachilla's CNL Securities Corp. Experience December 2013 - Present
Job Vice President/Team Lead, RIA Division CNL Securities
Industry Financial Services
Experience
CNL Securities Corp December 2013 - Present
Aria Retirement Solutions March 2012 - August 2013
TIAA-CREF October 2008 - May 2011
TIAA-CREF July 2001 - October 2008
AEGON July 1998 - July 2001
Skills
CRM, Sales, Series 7, Mutual Funds, Asset Allocation, Wealth Management, Series 24
Education
The Ohio State University 1987 — 1991
Bachelor of Arts (B.A.), Advertising and Economics
CNL Securities Corp December 2013 - Present
Aria Retirement Solutions March 2012 - August 2013
TIAA-CREF October 2008 - May 2011
TIAA-CREF July 2001 - October 2008
AEGON July 1998 - July 2001
Skills
CRM, Sales, Series 7, Mutual Funds, Asset Allocation, Wealth Management, Series 24
Education
The Ohio State University 1987 — 1991
Bachelor of Arts (B.A.), Advertising and Economics
Jennifer Kessler, CAIA's CNL Securities Corp. Experience November 2012 - Present
Job Director, Due Diligence at CNL Securities Corp.
Industry Real Estate
Experience
CNL Securities Corp. November 2012 - Present
CNL Capital Markets June 2008 - November 2012
Skills
Due Diligence, Alternative Investments, Financial Modeling, Investments, Business Intelligence, Real Estate, Capital Markets, Financial Analysis, Strategic Planning, Business Planning, Process Improvement, Market Research, Business Strategy, Territory Management, Product Forecasting, Private Equity, Competitive Intelligence
Education
University of Central Florida - College of Business Administration 2003 — 2007
MBA
University of Central Florida 2003 — 2007
BA Finance
CNL Securities Corp. November 2012 - Present
CNL Capital Markets June 2008 - November 2012
Skills
Due Diligence, Alternative Investments, Financial Modeling, Investments, Business Intelligence, Real Estate, Capital Markets, Financial Analysis, Strategic Planning, Business Planning, Process Improvement, Market Research, Business Strategy, Territory Management, Product Forecasting, Private Equity, Competitive Intelligence
Education
University of Central Florida - College of Business Administration 2003 — 2007
MBA
University of Central Florida 2003 — 2007
BA Finance
Susan Terenzio's CNL Securities Corp. Experience July 2013 - 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
Christina Barone's CNL Securities Corp. Experience February 2004 - August 2010
Job Vice President Due Diligence at W. P. Carey Inc.
Industry Commercial Real Estate
Experience
W. P. Carey Inc. January 2011 - Present
Meritage Homes August 2010 - January 2011
CNL Securities Corp. February 2004 - August 2010
Luxury Lighting, Inc. 2003 - 2004
Integrated Healthcare Systems 2000 - 2002
PBS&J 1998 - 2000
Skills
Due Diligence, Compliance, Public Speaking, Accounting, Media Relations, Editing, Proofreading, Administration, Accounts Payable, Customer Relations, Analysis, Real Estate Investment, Microsoft Office, Writing, Problem Solving, Microsoft Excel, Microsoft Word, Payroll, ADP Payroll, Accounts Receivable, Human Resources, Payroll Taxes, Investment Properties, System Administration, Customer Service, Event Planning, Real Estate, Program Management, Account Reconciliation, Fundraising, Asset Management, Nonprofits, Real Estate Economics, Valuation, Financial Analysis, Alternative Investments
Education
University of Phoenix
BSM, Management
W. P. Carey Inc. January 2011 - Present
Meritage Homes August 2010 - January 2011
CNL Securities Corp. February 2004 - August 2010
Luxury Lighting, Inc. 2003 - 2004
Integrated Healthcare Systems 2000 - 2002
PBS&J 1998 - 2000
Skills
Due Diligence, Compliance, Public Speaking, Accounting, Media Relations, Editing, Proofreading, Administration, Accounts Payable, Customer Relations, Analysis, Real Estate Investment, Microsoft Office, Writing, Problem Solving, Microsoft Excel, Microsoft Word, Payroll, ADP Payroll, Accounts Receivable, Human Resources, Payroll Taxes, Investment Properties, System Administration, Customer Service, Event Planning, Real Estate, Program Management, Account Reconciliation, Fundraising, Asset Management, Nonprofits, Real Estate Economics, Valuation, Financial Analysis, Alternative Investments
Education
University of Phoenix
BSM, Management
Ann Adams's CNL Securities Corp. Experience September 1998 - February 2006
Job Financial Advisor
Industry Financial Services
Experience
VALIC May 2014 - Present
The Gabor Agency July 2009 - May 2014
Newman Crane Insurance September 2008 - April 2009
Asset Managment Partners/ NFP Securities, Inc. 2007 - June 2008
CNL Securities Corp. September 1998 - February 2006
Skills
Series 7, Series 63, Investments, Alternative Investments, Mutual Funds, Fixed Annuities, Securities, Asset Managment, Asset Allocation, Series 24, Retirement Planning, Portfolio Management, Life Insurance, Wealth Management, Financial Advisory, IRAs, Insurance, Strategic Financial..., Variable Annuities, Uniform Combined State..., Estate Planning, Retirement, 401k, Due Diligence, Disability Insurance, Financial Planners, Finance, Long-term Care, Financial Goals, Wealth Accumulation, Asset Management, Long Term Care Insurance, Financial Planning
Education
University of Central Florida 2007 — 2008
CFP, Certified Financial Planning
University of Central Florida 1994 — 1998
BS, Business Administration, Marketing
VALIC May 2014 - Present
The Gabor Agency July 2009 - May 2014
Newman Crane Insurance September 2008 - April 2009
Asset Managment Partners/ NFP Securities, Inc. 2007 - June 2008
CNL Securities Corp. September 1998 - February 2006
Skills
Series 7, Series 63, Investments, Alternative Investments, Mutual Funds, Fixed Annuities, Securities, Asset Managment, Asset Allocation, Series 24, Retirement Planning, Portfolio Management, Life Insurance, Wealth Management, Financial Advisory, IRAs, Insurance, Strategic Financial..., Variable Annuities, Uniform Combined State..., Estate Planning, Retirement, 401k, Due Diligence, Disability Insurance, Financial Planners, Finance, Long-term Care, Financial Goals, Wealth Accumulation, Asset Management, Long Term Care Insurance, Financial Planning
Education
University of Central Florida 2007 — 2008
CFP, Certified Financial Planning
University of Central Florida 1994 — 1998
BS, Business Administration, Marketing
Vallerie Hawes's CNL Securities Corp. Experience May 2010 - June 2012
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
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
Susie Baity's CNL Securities Corp. Experience 2003 - 2007
Job Assistant Vice President
Industry Financial Services
Experience
Realty Capital Securities, LLC 2010 - Present
North Star Financial Consultants June 2009 - January 2010
North Star Financial Consultants July 2007 - June 2009
CNL Securities Corp. 2003 - 2007
CNL 2003 - 2007
Ameriprise Financial Advisors September 2001 - 2003
Skills
Series 63, Series 7, Alternative Investments, Securities, Mutual Funds, Series 24, Investments, FINRA, Retirement Planning, Asset Managment, Asset Allocation, Variable Annuities, Fixed Annuities, Investment Advisory, Wealth Management, Financial Services, Financial Advisory, Real Estate, Sales, Portfolio Management
Education
University of Michigan 1984 — 1988
BA, Communication
Realty Capital Securities, LLC 2010 - Present
North Star Financial Consultants June 2009 - January 2010
North Star Financial Consultants July 2007 - June 2009
CNL Securities Corp. 2003 - 2007
CNL 2003 - 2007
Ameriprise Financial Advisors September 2001 - 2003
Skills
Series 63, Series 7, Alternative Investments, Securities, Mutual Funds, Series 24, Investments, FINRA, Retirement Planning, Asset Managment, Asset Allocation, Variable Annuities, Fixed Annuities, Investment Advisory, Wealth Management, Financial Services, Financial Advisory, Real Estate, Sales, Portfolio Management
Education
University of Michigan 1984 — 1988
BA, Communication
Jennifer Killilea's CNL Securities Corp. Experience August 2003 - February 2015
Job Vice President at CNL Securities Corp.
Industry Financial Services
Experience
CNL Securities Corp August 2003 - February 2015
The Tetsell Group 1990 - 1993
Skills
Alternative Investments, Series 7, Mutual Funds, Investments, Asset Allocation, Securities, Series 63, Retirement Planning, Investment Advisory, Wealth Management, Strategy, Due Diligence, Portfolio Management, Financial Advisory, Sales Management, Asset Management
Education
Saint Anselm College 1984 — 1988
CNL Securities Corp August 2003 - February 2015
The Tetsell Group 1990 - 1993
Skills
Alternative Investments, Series 7, Mutual Funds, Investments, Asset Allocation, Securities, Series 63, Retirement Planning, Investment Advisory, Wealth Management, Strategy, Due Diligence, Portfolio Management, Financial Advisory, Sales Management, Asset Management
Education
Saint Anselm College 1984 — 1988
Rachel Spencer Smith's CNL Securities Corp. Experience March 2010 - Present
Job Director of Investments at CNL Private Equity
Industry Financial Services
Experience
CNL Securities Corp. March 2010 - Present
CNL Real Estate Advisors May 2007 - March 2010
CNL Private Equity September 2008 - April 2009
Skills
Investments, Financial Modeling, Portfolio Management, Valuation, Financial Analysis, Private Equity, Alternative Investments, Due Diligence, Asset Managment, Real Estate, Capital Markets, Real Estate Economics, Investor Relations, Corporate Finance
Education
Rollins College - Crummer Graduate School of Business 2002 — 2004
MBA, Finance
University of Florida 1998 — 2001
B.S., Finance
CNL Securities Corp. March 2010 - Present
CNL Real Estate Advisors May 2007 - March 2010
CNL Private Equity September 2008 - April 2009
Skills
Investments, Financial Modeling, Portfolio Management, Valuation, Financial Analysis, Private Equity, Alternative Investments, Due Diligence, Asset Managment, Real Estate, Capital Markets, Real Estate Economics, Investor Relations, Corporate Finance
Education
Rollins College - Crummer Graduate School of Business 2002 — 2004
MBA, Finance
University of Florida 1998 — 2001
B.S., Finance
John E Bishop's CNL Securities Corp. Experience June 1982 - August 2005
Job Real Estate Consultant
Industry Real Estate
Experience
Silver Portal Capital December 2012 - Present
The John Maxwell Company 2014 - 2015
The John Maxwell Company 2014 - 2015
Mission Realty Capital June 2011 - November 2012
Alpha Strategies Corporation September 2010 - June 2011
Tun Tavern Advisors, LLC August 2005 - November 2008
CNL Securities Corp June 1982 - August 2005
CNL 1982 - 2005
U. S. Naval Academy 1965 - 1965
Skills
Sales and Marketing, Teaching and speaking, Strategic Planning, Public Speaking, Leadership Development, Non-profits, Fundraising, Business Strategy, Entrepreneurship, Team Building, Real Estate, New Business Development, Budgets, Nonprofits, Leadership, Marketing Strategy, Business Planning, Contract Negotiation, Event Planning, Research, Organizational..., Program Management, Marketing, Training, Management Consulting, Strategy, Business Development, Mergers & Acquisitions, Asset Managment, Coaching, Community Outreach, Asset Management, Social Media, Selling, Public Relations, Management, Negotiation, Team Leadership, Investments, Real Estate Development, Project Planning, Analysis, Financial Analysis, Executive Management, Due Diligence, Real Estate Economics, Operational Planning, Government, Small Business, Policy
Education
United States Naval Academy 1961 — 1965
BS, Shipboard engineering
Silver Portal Capital December 2012 - Present
The John Maxwell Company 2014 - 2015
The John Maxwell Company 2014 - 2015
Mission Realty Capital June 2011 - November 2012
Alpha Strategies Corporation September 2010 - June 2011
Tun Tavern Advisors, LLC August 2005 - November 2008
CNL Securities Corp June 1982 - August 2005
CNL 1982 - 2005
U. S. Naval Academy 1965 - 1965
Skills
Sales and Marketing, Teaching and speaking, Strategic Planning, Public Speaking, Leadership Development, Non-profits, Fundraising, Business Strategy, Entrepreneurship, Team Building, Real Estate, New Business Development, Budgets, Nonprofits, Leadership, Marketing Strategy, Business Planning, Contract Negotiation, Event Planning, Research, Organizational..., Program Management, Marketing, Training, Management Consulting, Strategy, Business Development, Mergers & Acquisitions, Asset Managment, Coaching, Community Outreach, Asset Management, Social Media, Selling, Public Relations, Management, Negotiation, Team Leadership, Investments, Real Estate Development, Project Planning, Analysis, Financial Analysis, Executive Management, Due Diligence, Real Estate Economics, Operational Planning, Government, Small Business, Policy
Education
United States Naval Academy 1961 — 1965
BS, Shipboard engineering
Michael Tivin's CNL Securities Corp. Experience September 2008 - September 2009
Job Attorney
Industry Financial Services
Experience
Scott Passeser Business Development Group October 2009 - Present
CNL Securities Corp. September 2008 - September 2009
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates September 2005 - June 2008
Skills
Securities Regulation, Corporate Law, Legal Research, Mergers & Acquisitions
Education
Harvard Law School 2002 — 2005
J.D., Law
Cornell University 1998 — 2002
B.S., Industrial and Labor Relations
Scott Passeser Business Development Group October 2009 - Present
CNL Securities Corp. September 2008 - September 2009
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates September 2005 - June 2008
Skills
Securities Regulation, Corporate Law, Legal Research, Mergers & Acquisitions
Education
Harvard Law School 2002 — 2005
J.D., Law
Cornell University 1998 — 2002
B.S., Industrial and Labor Relations
BJ Davis's CNL Securities Corp. Experience January 1998 - August 2010
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
CNL Financial Group 1998 - Present
CNL Securities Corp. January 1998 - August 2010
Education
Purdue University 1980 — 1984
Associate, Business Administration
Grant Markgraf's CNL Securities Corp. Experience July 2015 - Present
Job Vice President National Accounts at CNL Securities Corp.
Industry Financial Services
Experience
CNL Securities Corp. July 2015 - Present
New York Life Insurance Company May 2015 - June 2015
RevenueShares June 2013 - May 2015
First Trust August 2005 - June 2013
Skills
Series 7, Investments, Series 63, Financial Advisory, Portfolio Management, Series 65, Separately Managed..., Investment Management, Sales, Strategic Financial..., Employee Benefits, Insurance, Asset Allocation, Investment Strategies, Investment Advisory, Asset Management, Uniform Combined State..., Client Services, Financial Planning, Mutual Funds, ETFs, Presentations & Public..., Advisor Business..., Client Service, Relationship Development, Teamwork
Education
St. Norbert College 2001 — 2005
BA, Communications & Philosophy
CNL Securities Corp. July 2015 - Present
New York Life Insurance Company May 2015 - June 2015
RevenueShares June 2013 - May 2015
First Trust August 2005 - June 2013
Skills
Series 7, Investments, Series 63, Financial Advisory, Portfolio Management, Series 65, Separately Managed..., Investment Management, Sales, Strategic Financial..., Employee Benefits, Insurance, Asset Allocation, Investment Strategies, Investment Advisory, Asset Management, Uniform Combined State..., Client Services, Financial Planning, Mutual Funds, ETFs, Presentations & Public..., Advisor Business..., Client Service, Relationship Development, Teamwork
Education
St. Norbert College 2001 — 2005
BA, Communications & Philosophy
Michael Ozburn, CFP®'s CNL Securities Corp. Experience July 2012 - March 2014
Job Regional Director at Loring Ward
Industry Financial Services
Experience
Loring Ward March 2014 - Present
CNL Securities Corp. July 2012 - March 2014
Wells Real Estate Funds February 2011 - June 2012
Wells Real Estate Funds July 2002 - February 2011
Wells Real Estate Funds January 1999 - July 2002
Merrill Lynch January 1997 - May 1998
Skills
Leadership
Education
Florida State University 1992 — 1996
Bachelor of Science (BS), Economics
University of Georgia - Terry College of Business 2006 — 2007
Certificate of Financial Planning
Loring Ward March 2014 - Present
CNL Securities Corp. July 2012 - March 2014
Wells Real Estate Funds February 2011 - June 2012
Wells Real Estate Funds July 2002 - February 2011
Wells Real Estate Funds January 1999 - July 2002
Merrill Lynch January 1997 - May 1998
Skills
Leadership
Education
Florida State University 1992 — 1996
Bachelor of Science (BS), Economics
University of Georgia - Terry College of Business 2006 — 2007
Certificate of Financial Planning
Lauri Friel's CNL Securities Corp. Experience July 2013 - Present
Job Director of Compliance at CNL Securities Corp.
Industry Financial Services
Experience
CNL Securities Corp. July 2013 - Present
Wells Real Estate Funds May 2005 - September 2013
World Group Securities, Inc. May 1999 - May 2005
BARCO April 1997 - April 1999
Education
University of International Business and Economics
Business Mandarin
Florida State University
BA, Economics
Georgia State University - J. Mack Robinson College of Business
Project Management Certificate
CNL Securities Corp. July 2013 - Present
Wells Real Estate Funds May 2005 - September 2013
World Group Securities, Inc. May 1999 - May 2005
BARCO April 1997 - April 1999
Education
University of International Business and Economics
Business Mandarin
Florida State University
BA, Economics
Georgia State University - J. Mack Robinson College of Business
Project Management Certificate
Bryant Carpenter's CNL Securities Corp. Experience August 2012 - Present
Job Vice President of Sales
Industry Real Estate
Experience
CNL Securities Corp August 2012 - Present
CNL March 2011 - August 2012
Skills
Investments, Marketing, Series 63, Strategic Planning, Real Estate, Series 7, Marketing Strategy, Portfolio Management, Sales, Mutual Funds, Asset Managment, Real Estate Transactions, Investors, Series 24
Education
Hofstra University 2007 — 2009
business, marketing
University of Southern Mississippi 2005 — 2007
Marketing
CNL Securities Corp August 2012 - Present
CNL March 2011 - August 2012
Skills
Investments, Marketing, Series 63, Strategic Planning, Real Estate, Series 7, Marketing Strategy, Portfolio Management, Sales, Mutual Funds, Asset Managment, Real Estate Transactions, Investors, Series 24
Education
Hofstra University 2007 — 2009
business, marketing
University of Southern Mississippi 2005 — 2007
Marketing
Brackston Helms's CNL Securities Corp. Experience 2011 - Present
Job Senior Vice President at CNL
Industry Financial Services
Experience
CNL Securities Corp. 2011 - Present
CNL Securities Corp. 2007 - 2010
First Trust 2005 - 2007
State Street 2003 - 2004
Deutsche Bank 2000 - 2003
Bankers Trust 1999 - 2000
Skills
Alternative Investments, Investments, Sales, Sales Management, Coaching, Motivation, Public Speaking, Negotiation, Private Placements
Education
Taylor University
Bachelor of Business Administration (B.B.A.), Finance, General
CNL Securities Corp. 2011 - Present
CNL Securities Corp. 2007 - 2010
First Trust 2005 - 2007
State Street 2003 - 2004
Deutsche Bank 2000 - 2003
Bankers Trust 1999 - 2000
Skills
Alternative Investments, Investments, Sales, Sales Management, Coaching, Motivation, Public Speaking, Negotiation, Private Placements
Education
Taylor University
Bachelor of Business Administration (B.B.A.), Finance, General
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial