Cohen Asset Management, Inc.
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Cohen Asset Management, Inc. Employees
Cohen Asset Management, Inc. November 2014 - Present
Cohen Asset Management, Inc. January 2014 - November 2014
Cohen Asset Management, Inc. October 2012 - December 2013
Meschures, Thompson, Snyder, Pocras & Levin, PC February 2009 - September 2012
Tokens & Icons 2007 - 2009
Ninyo & Moore 2006 - 2007
Skills
Accounting, CPA, Yardi, Financial Reporting, Tax, Microsoft Excel, Accounts Receivable, Accounts Payable, CCH ProSystem fx, QuickBooks, Corporate Tax
Education
University of California, Berkeley 2002 — 2006
Bachelor of Arts (BA), Geology
California State University-Hayward 2007 — 2008
None, Business Administration and Management, General
UCLA Extension 2009 — 2012
Accounting
FlashFunders January 2015 - Present
University of Miami August 2011 - December 2014
Satin Insurance Services April 2013 - August 2013
MVP Sports Group April 2011 - August 2012
Cohen Asset Management, Inc. April 2011 - August 2012
International Creative Management (ICM) May 2008 - January 2010
Skills
Microsoft Office, PowerPoint, Social Media, Public Speaking, Public Relations, Research, Social Networking, Microsoft Word, Sales, Microsoft Excel
Education
University of Miami 2010 — 2014
Bachelor's Degree, Business Administration and Management, General
Cohen Asset Management, Inc. April 2014 - Present
Sabal Financial Group LP (Oaktree Capital Affiliate) November 2011 - March 2014
Bank of America November 2010 - November 2011
Wells Fargo August 2009 - November 2010
Skills
Valuation, Asset Management, Due Diligence, Financial Modeling, Finance, Real Estate Economics, Banking, Investments, Underwriting, Portfolio Management, Real Estate Acquisitions, Mergers & Acquisitions, Credit Analysis, Leadership, Professional Mentoring, Real Estate Transactions, Distressed Debt, Investment Management, Argus Modeling, Investment Properties, Commercial Real Estate, Financial Analysis, Real Estate Private..., Real Estate Development, Microsoft Excel, Business Development, Loan Portfolio Analysis
Education
University of California, Los Angeles 2005 — 2009
B.A., Economics
SDA Bocconi 2008 — 2008
International Business & Strategy, Study Abroad Program, Fall 2008
Capistrano Valley High School 2001 — 2005
Urban Land Institute
Advanced Property Services, LLC February 2012 - Present
Cohen Asset Management, Inc. April 2004 - January 2012
Skills
General Ledger, Accounts Payable, Financial Accounting, Financial Reporting, Accounting
Education
De La Salle University 1996 — 2000
Bachelor of Science in Accountancy
Elizabeth Seton School 1992 — 1996
High School
Orange Coast College
Accounting
Cohen Asset Management, Inc. January 2012 - Present
MJW Investments June 2011 - January 2012
MOSS & COMPANY PROPERTY MANAGEMENT December 2005 - June 2011
Skills
General Ledger, Financial Reporting, Financial Analysis, Accounts Payable, Accounting, Cash Flow, Budgets, Tax, Finance, Due Diligence, Real Estate, Microsoft Excel
Education
California State University-Dominguez Hills
Associate of Arts, Liberal Arts and Sciences/Liberal Studies
California State University-Northridge
Accounting
Santa Monica College
General Education
Cohen Asset Management, Inc. 2006 - Present
Invesco Ltd. 1996 - 2003
Skills
Commercial Real Estate
Education
University of Michigan - Stephen M. Ross School of Business 1994 — 1996
MBA
Cornell University 1985 — 1989
BS
St Albans School 1981 — 1985
Happi February 2015 - Present
Feedit, Inc. May 2014 - April 2015
Juko, LLC. June 2014 - December 2014
Silicon Beach Fest June 2013 - July 2013
Juiceboxx, LLC September 2011 - February 2013
Pop-Up-Pantry June 2012 - August 2012
Social Media Week LA June 2012 - July 2012
Alpha Epsilon Pi December 2011 - May 2012
Alpha Epsilon Pi August 2011 - 2012
Cohen Asset Management, Inc. June 2011 - August 2011
Skills
Management, Marketing, Team Leadership, Communication, creativity, Technology, Integrity, Time Management, Critical Thinking, Social Networking, Event Management, Start-ups, Microsoft Office, Research, Fashion, Real Estate, Social Media Marketing, Leadership, Budgets, Social Media, Microsoft Excel, PowerPoint
Education
University of Arizona 2009 — 2013
Economy & Industry, Entrepreneurship/Entrepreneurial Studies
Malibu High School 2005 — 2009
Dunbar Real Estate Investment Management May 2011 - Present
Cohen Asset Management, Inc. February 2006 - May 2011
Larwin Investment Company June 2004 - February 2006
Morguard Investments Limited July 2000 - February 2003
Turner Meakin Management Company Ltd. June 1999 - June 2000
Skills
Real Estate Investment, Financial Analysis, Property & Asset...
Education
University of Southern California 2003 — 2004
School of Policy; Master of Real Estate Development Degree, Planning and Development; 2004
The University of British Columbia 1994 — 1998
Faculty; Bachelor of Commerce, Commerce and Business Administration; Real Estate
CFA Institute
CFA Charter
Penwood Real Estate Investment Management, LLC February 2013 - Present
Cohen Asset Management, Inc. May 2010 - February 2013
Freeman Associates LLC November 2008 - April 2010
First Industrial Realty Trust, Inc. June 2001 - October 2008
Geometry Group, Inc. May 1996 - December 2000
Coopers & Lybrand February 1990 - April 1996
Skills
Real Estate Development, Redevelopment, Disposition, Commercial Real Estate, Acquisitions, Real Estate Transactions, Real Estate Investment, Investment Properties, Negotiation, Structuring, Asset Management, Leasing, Financial Analysis, Market Analysis, Financial Structuring, Location Intelligence, Repositioning, Portfolio Management, Restructuring, Workout, Dispositions, Due Diligence, Real Estate
Education
Columbia University - Columbia Business School 1988 — 1990
M.B.A., Finance
Cornell University 1984 — 1988
B.S., Applied Economics & Business Management
Cohen Asset Management, Inc. February 2010 - Present
BentleyForbes 2007 - February 2010
Becker Executive Search 2001 - 2006
The Macerich Company 1997 - 2000
Coopers & Lybrand 1992 - 1995
Skills
Financial Reporting, Asset Management, Risk Management, Debt Restructuring, Real Estate Financing, Real Estate Transactions, Investments, Accounting, Corporate Finance, Compliance, Tax, Due Diligence, Financial Modeling, Real Estate, Financial Analysis, Cash Flow, Financial Management, Internal Controls, Investor Relations, Restructuring, Cash Management, Forecasting, Audit, Debt, GAAP, Joint Ventures, Negotiation, Executive Management, Capital Markets, Start-ups, Budgeting, Auditing, Real Estate Investment, Asset Managment, Disposition, Acquisitions, Valuation, Private Equity, Real Estate Development, SEC filings, Commercial Real Estate, Real Estate Economics
Education
University of California, Santa Barbara 1988 — 1992
Bachelor of Arts, Business Economics
Triton Pacific Capital December 2014 - Present
J.P. Morgan August 2013 - August 2014
Commonfund September 2011 - January 2013
Cohen Asset Management, Inc. 2007 - October 2011
CBRE Econometric Advisors 2005 - 2007
Cambridge Associates 2003 - 2005
Skills
Asset Managment, Investor Relations, Alternative Investments, Asset Allocation, Real Estate Economics, Investment Consulting, Private Equity, Commodities, Equities, Asset Management
Education
Tufts University
Bachelor of Arts, Economics
Chartered Alternative Investment Analyst Association (CAIA)
Charterholder
Steaven Jones Development Company August 2012 - June 2014
Cohen Asset Management, Inc. February 2006 - June 2012
Champion Development Group January 2005 - February 2006
Cohen Asset Management, Inc. January 2001 - June 2004
Hazama Corporation October 1991 - December 2000
Cal Fed Enterprises June 1988 - September 1991
Skills
Commercial Real Estate, Property Management, Property, Shopping Centers, Real Estate, Investment Properties, Asset Managment, Due Diligence, Real Estate Economics, Investments, Real Estate Development, Leases, Disposition, Asset Management, Facilities Management, Portfolio Management
Education
University of California, Santa Barbara
Bachelor of Science (B.S.), Business Economics with Accounting Emphasis
Combined Properties, Incorporated April 2015 - Present
Walker & Dunlop 2014 - 2015
Johnson Capital January 2012 - 2014
Investment Real Estate Assoc June 2011 - August 2011
Cohen Asset Management, Inc. June 2010 - August 2010
Skills
Microsoft Office, Yardi, Real Estate, Asset Management, Property, ACT, Financial Modeling, Financial Analysis, Management, Argus Modeling, Underwriting, Real Estate Economics, Apartments
Education
University of Southern California 2008 — 2012
B.A, Real Estate Development, Business Administration, Public Policy & Managment