Cohen Financial
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Cohen Financial Employees
Employee
Years
Job
Industry
John Ahlberg John Ahlberg's Cohen Financial Experience August 1998 - August 2003
Job Chief Executive Officer and Founder at Waident Technology Solutions
Industry Information Technology and Services
Experience
Waident Technology Solutions April 2004 - Present
Emkal Communications May 2015 - Present
Cohen Financial August 1998 - August 2003
Keno Kozie Associates January 1998 - August 1998
Schopf & Weiss February 1993 - December 1997
Skills
Business Technology, CIO, IT Service Management, Project Management, Technology Management, Video Conferencing, SAN, Virtual Servers, Strategic Planning, IT Strategy, Technology Planning, Cloud Computing, Telecommunications, Strategy, Entrepreneurship, Business Development, Strategic Partnerships, Business Process, Management, Networking, Troubleshooting, Information Technology
Education
University of Baltimore 1989 — 1992
BS, Business
Waident Technology Solutions April 2004 - Present
Emkal Communications May 2015 - Present
Cohen Financial August 1998 - August 2003
Keno Kozie Associates January 1998 - August 1998
Schopf & Weiss February 1993 - December 1997
Skills
Business Technology, CIO, IT Service Management, Project Management, Technology Management, Video Conferencing, SAN, Virtual Servers, Strategic Planning, IT Strategy, Technology Planning, Cloud Computing, Telecommunications, Strategy, Entrepreneurship, Business Development, Strategic Partnerships, Business Process, Management, Networking, Troubleshooting, Information Technology
Education
University of Baltimore 1989 — 1992
BS, Business
Darren Kim Darren Kim's Cohen Financial Experience June 2012 - August 2012
Job Property Underwriter at Samsung Fire & Marine Insurance
Industry Financial Services
Experience
Samsung Fire & Marine Insurance February 2013 - Present
University of Southern California August 2011 - December 2012
Cohen Financial June 2012 - August 2012
HME April 2009 - July 2011
UC San Diego June 2007 - December 2007
Skills
Matlab, C, C++, SPSS, Financial Modeling, Labview, Inventor, AutoCAD
Education
University of Southern California 2011 — 2012
Master's degree, Financial Engineering
University of California, San Diego 2005 — 2008
Bachelor's degree, Aerospace, Aeronautical and Astronautical Engineering
Samsung Fire & Marine Insurance February 2013 - Present
University of Southern California August 2011 - December 2012
Cohen Financial June 2012 - August 2012
HME April 2009 - July 2011
UC San Diego June 2007 - December 2007
Skills
Matlab, C, C++, SPSS, Financial Modeling, Labview, Inventor, AutoCAD
Education
University of Southern California 2011 — 2012
Master's degree, Financial Engineering
University of California, San Diego 2005 — 2008
Bachelor's degree, Aerospace, Aeronautical and Astronautical Engineering
Brice Pall Brice Pall's Cohen Financial Experience June 2015 - Present
Job CRE Analyst at Cohen Financial
Industry Financial Services
Experience
Cohen Financial June 2015 - Present
University of Missouri August 2012 - May 2015
Mesirow Financial December 2014 - February 2015
Monterrey Security June 2012 - July 2014
Campus Dining Services January 2012 - April 2013
Skills
Time Management, Teamwork, Microsoft Office, Problem Solving, PowerPoint, Public Speaking, Facebook, Sales, Customer Service, Leadership, Microsoft Excel, Social Media
Education
University of Missouri-Columbia 2012 — 2015
Bachelor of Science, Business Administration, Finance and Banking/Real Estate, Senior
Chongqing Technology and Business University 2014 — 2014
Business
Benedictine College 2011 — 2012
Business
Brother Rice High School 2007 — 2011
High School Diploma
Cohen Financial June 2015 - Present
University of Missouri August 2012 - May 2015
Mesirow Financial December 2014 - February 2015
Monterrey Security June 2012 - July 2014
Campus Dining Services January 2012 - April 2013
Skills
Time Management, Teamwork, Microsoft Office, Problem Solving, PowerPoint, Public Speaking, Facebook, Sales, Customer Service, Leadership, Microsoft Excel, Social Media
Education
University of Missouri-Columbia 2012 — 2015
Bachelor of Science, Business Administration, Finance and Banking/Real Estate, Senior
Chongqing Technology and Business University 2014 — 2014
Business
Benedictine College 2011 — 2012
Business
Brother Rice High School 2007 — 2011
High School Diploma
Jason Keith Jason Keith's Cohen Financial Experience July 2015 - Present
Job Capital Markets Group Cohen Financial
Industry Real Estate
Experience
Cohen Financial July 2015 - Present
OneWest Bank September 2011 - June 2015
Sabre Holdings July 2010 - September 2011
Mesirow Financial Real Estate November 2004 - July 2008
Skills
Auditing, Financial Modeling, Valuation, Investment Properties, Financial Analysis, Real Estate Economics, Real Estate, Corporate Finance, Real Estate Development, Due Diligence, Asset Management, Investments, Finance, Portfolio Management, Acquisitions
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2010
MBA, Finance
Indiana University Bloomington 2000 — 2004
BS, Finance
Cohen Financial July 2015 - Present
OneWest Bank September 2011 - June 2015
Sabre Holdings July 2010 - September 2011
Mesirow Financial Real Estate November 2004 - July 2008
Skills
Auditing, Financial Modeling, Valuation, Investment Properties, Financial Analysis, Real Estate Economics, Real Estate, Corporate Finance, Real Estate Development, Due Diligence, Asset Management, Investments, Finance, Portfolio Management, Acquisitions
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2010
MBA, Finance
Indiana University Bloomington 2000 — 2004
BS, Finance
Beau Jones Beau Jones's Cohen Financial Experience June 2015 - Present
Job Managing Director Asset Advisory Services
Industry Real Estate
Experience
Cohen Financial June 2015 - Present
Birdsey Group October 2012 - April 2015
Amerisphere Mortgage Finance January 2012 - September 2012
Prudential Asset Resources September 2008 - October 2011
Situs June 2007 - September 2008
TriMont Real Estate Advisors March 1998 - June 2007
Skills
Customer Relations, Dispositions, CMBS, Underwriting, Asset Management, Equities, Real Estate Finance, Workout, Debt, Real Estate Development, Due Diligence, Portfolio Management, Loans, Financial Analysis, Real Estate Financing, Capital Markets, Restructuring, Private Equity, Financial Reporting, Fannie Mae, Freddie Mac, Structured Finance, Asset Managment, Disposition, Real Estate Economics, Real Estate, Property Management, Credit, Leases, Commercial Real Estate, Loan Origination, Commercial Mortgages, Real Estate Transactions, Investment Properties, Valuation, Investments, Customer Service, REO, Finance, Mortgage Lending, Mezzanine, Financial Structuring, Foreclosures, Corporate Real Estate, Loan Servicing, Brokerage, Investors, Real Estate Private..., Property, Financial Modeling
Education
Georgia State University 1996 — 1998
BS, Double Major Economics and Marketing
Paideia 1988 — 1991
Inman...
Cohen Financial June 2015 - Present
Birdsey Group October 2012 - April 2015
Amerisphere Mortgage Finance January 2012 - September 2012
Prudential Asset Resources September 2008 - October 2011
Situs June 2007 - September 2008
TriMont Real Estate Advisors March 1998 - June 2007
Skills
Customer Relations, Dispositions, CMBS, Underwriting, Asset Management, Equities, Real Estate Finance, Workout, Debt, Real Estate Development, Due Diligence, Portfolio Management, Loans, Financial Analysis, Real Estate Financing, Capital Markets, Restructuring, Private Equity, Financial Reporting, Fannie Mae, Freddie Mac, Structured Finance, Asset Managment, Disposition, Real Estate Economics, Real Estate, Property Management, Credit, Leases, Commercial Real Estate, Loan Origination, Commercial Mortgages, Real Estate Transactions, Investment Properties, Valuation, Investments, Customer Service, REO, Finance, Mortgage Lending, Mezzanine, Financial Structuring, Foreclosures, Corporate Real Estate, Loan Servicing, Brokerage, Investors, Real Estate Private..., Property, Financial Modeling
Education
Georgia State University 1996 — 1998
BS, Double Major Economics and Marketing
Paideia 1988 — 1991
Inman...
Edwin Stanley Edwin Stanley's Cohen Financial Experience November 2009 - October 2013
Job Self Employed Real Estate Investor
Industry Real Estate
Experience
FL & MO Real Estate Investor October 2013 - Present
Cohen Financial November 2009 - October 2013
Other Companies August 1993 - November 2009
Skills
CMBS, Loans, Commercial Mortgages, Portfolio Management, Commercial Real Estate, Real Estate Economics, Asset Managment, Finance, Disposition, Real Estate, Loan Servicing, Underwriting, Mortgage Lending, Mortgage Banking, Investors, Commercial Lending, Asset Management, Real Estate Financing, Investment Properties, REO, Foreclosures, LIHTC, Financial Analysis, Financial Modeling, Mortgage Underwriting, Real Estate Private..., Private Equity, Property, Sellers, Cash Flow, Lease Negotiations, Location Intelligence, Banking
Education
University of Cincinnati 1991 — 1993
Graduate
Denison University 1987 — 1991
undergraduate
KFHS
FL & MO Real Estate Investor October 2013 - Present
Cohen Financial November 2009 - October 2013
Other Companies August 1993 - November 2009
Skills
CMBS, Loans, Commercial Mortgages, Portfolio Management, Commercial Real Estate, Real Estate Economics, Asset Managment, Finance, Disposition, Real Estate, Loan Servicing, Underwriting, Mortgage Lending, Mortgage Banking, Investors, Commercial Lending, Asset Management, Real Estate Financing, Investment Properties, REO, Foreclosures, LIHTC, Financial Analysis, Financial Modeling, Mortgage Underwriting, Real Estate Private..., Private Equity, Property, Sellers, Cash Flow, Lease Negotiations, Location Intelligence, Banking
Education
University of Cincinnati 1991 — 1993
Graduate
Denison University 1987 — 1991
undergraduate
KFHS
Jennifer Thoms's Cohen Financial Experience April 2014 - Present
Job Executive Assistant
Industry Commercial Real Estate
Experience
Cohen Financial April 2014 - Present
Cohen Financial July 2009 - April 2014
Calamos Investments November 2006 - March 2009
Calamos Investments September 2005 - November 2006
Foresters March 2004 - August 2005
Technomic, Inc. May 2002 - August 2003
Skills
Microsoft Excel, Outlook, PowerPoint, Asset Managment, Microsoft Word, Asset Management, Recruiting, Administrative..., Leadership, Human Resources, Marketing, Budgets, Management, Time Management, Customer Service, Process Scheduler, Interviews, CRM, Team Building, Event Planning, Research, New Business Development, Employee Relations, Office Management, Editing, Insurance, Payroll, Real Estate, Strategy, Finance
Education
Illinois State University 1999 — 2003
Bachelor of Science, Business Administration
Tinley Park High School 1995 — 1999
High honors, General Studies
Owen Academy 1986 — 1993
Cohen Financial April 2014 - Present
Cohen Financial July 2009 - April 2014
Calamos Investments November 2006 - March 2009
Calamos Investments September 2005 - November 2006
Foresters March 2004 - August 2005
Technomic, Inc. May 2002 - August 2003
Skills
Microsoft Excel, Outlook, PowerPoint, Asset Managment, Microsoft Word, Asset Management, Recruiting, Administrative..., Leadership, Human Resources, Marketing, Budgets, Management, Time Management, Customer Service, Process Scheduler, Interviews, CRM, Team Building, Event Planning, Research, New Business Development, Employee Relations, Office Management, Editing, Insurance, Payroll, Real Estate, Strategy, Finance
Education
Illinois State University 1999 — 2003
Bachelor of Science, Business Administration
Tinley Park High School 1995 — 1999
High honors, General Studies
Owen Academy 1986 — 1993
Sarah Hendrix Enderle Sarah Hendrix Enderle's Cohen Financial Experience March 2015 - June 2015
Job Vice PresidentAsset Advisory Services at Cohen Financial
Industry Financial Services
Experience
Cohen Financial March 2015 - June 2015
Cohen Financial April 2014 - March 2015
Cohen Financial September 2013 - March 2014
KeyBank Real Estate Capital August 2010 - August 2013
KeyBank Real Estate Capital September 2009 - August 2010
KeyBank Real Estate Capital September 2008 - September 2009
KeyBank Real Estate Capital March 2007 - September 2008
Skills
Loans, Banking, Underwriting, Credit, Credit Analysis, Mortgage Lending, Asset Managment, Financial Analysis, Commercial Banking, Portfolio Management, Loan Servicing, Commercial Mortgages, Real Estate, Mortgage Banking, Account Management, Asset Management, CMBS, Loan Origination, Leadership, Project Management, Mortgage Servicing, Real Estate Financing, Real Estate Economics, Financial Structuring, Lines Of Credit, Loss Mitigation, Loan Modifications, Credit Risk, Commercial Real Estate
Education
Missouri State University 1997 — 2003
Bachelor of Science (BS), Psychology
Cohen Financial March 2015 - June 2015
Cohen Financial April 2014 - March 2015
Cohen Financial September 2013 - March 2014
KeyBank Real Estate Capital August 2010 - August 2013
KeyBank Real Estate Capital September 2009 - August 2010
KeyBank Real Estate Capital September 2008 - September 2009
KeyBank Real Estate Capital March 2007 - September 2008
Skills
Loans, Banking, Underwriting, Credit, Credit Analysis, Mortgage Lending, Asset Managment, Financial Analysis, Commercial Banking, Portfolio Management, Loan Servicing, Commercial Mortgages, Real Estate, Mortgage Banking, Account Management, Asset Management, CMBS, Loan Origination, Leadership, Project Management, Mortgage Servicing, Real Estate Financing, Real Estate Economics, Financial Structuring, Lines Of Credit, Loss Mitigation, Loan Modifications, Credit Risk, Commercial Real Estate
Education
Missouri State University 1997 — 2003
Bachelor of Science (BS), Psychology
Matt Kozlowski Matt Kozlowski's Cohen Financial Experience May 2005 - July 2007
Job Corporate Controller & Director of Operations at Safari Micro
Industry Electrical/Electronic Manufacturing
Experience
Safari Micro September 2014 - Present
Vantiv July 2013 - September 2014
Element Payment Services February 2011 - September 2014
Hypercom September 2009 - February 2011
Troon Golf August 2007 - September 2009
Cohen Financial May 2005 - July 2007
Archer Daniels Midland May 2004 - May 2005
Skills
Financial Reporting, Forecasting, Accounting, Auditing, Budgets, General Ledger, Payroll, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Analysis, Variance Analysis, GAAP, US GAAP, Account Reconciliation, Financial Accounting, Risk Management
Education
Bradley University 2000 — 2004
Bachelor of Sciences, Accounting
Safari Micro September 2014 - Present
Vantiv July 2013 - September 2014
Element Payment Services February 2011 - September 2014
Hypercom September 2009 - February 2011
Troon Golf August 2007 - September 2009
Cohen Financial May 2005 - July 2007
Archer Daniels Midland May 2004 - May 2005
Skills
Financial Reporting, Forecasting, Accounting, Auditing, Budgets, General Ledger, Payroll, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Analysis, Variance Analysis, GAAP, US GAAP, Account Reconciliation, Financial Accounting, Risk Management
Education
Bradley University 2000 — 2004
Bachelor of Sciences, Accounting
Paul Branton's Cohen Financial Experience February 2014 - October 2014
Job Director of Investor Services at Home Rental Services, Inc.
Industry Real Estate
Experience
Home Rental Services, Inc. November 2014 - Present
Cohen Financial February 2014 - October 2014
ServiceLink April 2012 - February 2014
Crown Realty November 2009 - December 2012
Home Rental Services January 2010 - April 2012
Nations REO January 2009 - September 2009
American General Finance March 2008 - January 2009
Skills
Negotiation, Real Estate, Foreclosures, Residential Homes, Marketing, Short Sales, Result Oriented, Calm, Loss Mitigation, Relocation, Strategic Planning, First Time Home Buyers, Investment Properties, Customer Service, REO, Mortgage Lending, Sales, Sellers, Loans, Property Management, Real Estate Transactions, Management, HUD, Listings, Real Estate Economics, Marketing Strategy, Investors, Sales Management, Credit, Asset Managment, Disposition, Contract Negotiation, Team Building, Real Estate Financing, Financial Analysis, Property, Leadership, Public Speaking, Single Family Homes, Appraisals, Budgets, Finance, FHA, Selling, Licensed Realtor -..., Calm Under Pressure, Results Focused, Asset Management
Education
MidAmerica Nazarene University
Organizational Leadership, Business
Anderson County High School
Home Rental Services, Inc. November 2014 - Present
Cohen Financial February 2014 - October 2014
ServiceLink April 2012 - February 2014
Crown Realty November 2009 - December 2012
Home Rental Services January 2010 - April 2012
Nations REO January 2009 - September 2009
American General Finance March 2008 - January 2009
Skills
Negotiation, Real Estate, Foreclosures, Residential Homes, Marketing, Short Sales, Result Oriented, Calm, Loss Mitigation, Relocation, Strategic Planning, First Time Home Buyers, Investment Properties, Customer Service, REO, Mortgage Lending, Sales, Sellers, Loans, Property Management, Real Estate Transactions, Management, HUD, Listings, Real Estate Economics, Marketing Strategy, Investors, Sales Management, Credit, Asset Managment, Disposition, Contract Negotiation, Team Building, Real Estate Financing, Financial Analysis, Property, Leadership, Public Speaking, Single Family Homes, Appraisals, Budgets, Finance, FHA, Selling, Licensed Realtor -..., Calm Under Pressure, Results Focused, Asset Management
Education
MidAmerica Nazarene University
Organizational Leadership, Business
Anderson County High School
Marguerite DiGaetano's Cohen Financial Experience August 2003 - January 2009
Job Administrative Assistant at Foundation Fighting Blindness
Industry Executive Office
Experience
Foundation Fighting Blindness August 2012 - Present
Foundation Fighting Blindness December 2010 - June 2012
Cohen Financial August 2003 - January 2009
HFF March 1997 - August 2003
The Comras Company February 1993 - March 1997
Skills
Event Planning, Outlook, PowerPoint, Fundraising, Office Management, Newsletters, Customer Service, Marketing, Editing, Research, Budgets, Volunteer Management, Community Outreach, Nonprofits, Administrative...
Education
Miami Dade College 1970 — 1976
AA, English
Foundation Fighting Blindness August 2012 - Present
Foundation Fighting Blindness December 2010 - June 2012
Cohen Financial August 2003 - January 2009
HFF March 1997 - August 2003
The Comras Company February 1993 - March 1997
Skills
Event Planning, Outlook, PowerPoint, Fundraising, Office Management, Newsletters, Customer Service, Marketing, Editing, Research, Budgets, Volunteer Management, Community Outreach, Nonprofits, Administrative...
Education
Miami Dade College 1970 — 1976
AA, English
Benjamin Jacobson's Cohen Financial Experience November 2013 - Present
Job Analyst Equity Practice Group
Industry Real Estate
Experience
Cohen Financial November 2013 - Present
Morgan Stanley Smith Barney June 2012 - August 2012
UBS Wealth Management August 2011 - May 2012
Curry College October 2010 - October 2011
Hillel, Curry College July 2009 - October 2011
Camp Caribou May 2011 - August 2011
Mercedes-Benz USA May 2009 - July 2009
Skills
Bloomberg Terminal, Capital IQ, Fixed Income, Equity Research, Equities, Morningstar, Hedge Funds, DCF, Derivatives, Valuation, Financial Modeling, Capital Markets, Alternative Investments, Real Estate, Investment Properties, Due Diligence, Investment Banking, Leadership, Private Equity
Education
Curry College 2009 — 2012
BA, Finance, Economics
Curry College 2009 — 2012
Cohen Financial November 2013 - Present
Morgan Stanley Smith Barney June 2012 - August 2012
UBS Wealth Management August 2011 - May 2012
Curry College October 2010 - October 2011
Hillel, Curry College July 2009 - October 2011
Camp Caribou May 2011 - August 2011
Mercedes-Benz USA May 2009 - July 2009
Skills
Bloomberg Terminal, Capital IQ, Fixed Income, Equity Research, Equities, Morningstar, Hedge Funds, DCF, Derivatives, Valuation, Financial Modeling, Capital Markets, Alternative Investments, Real Estate, Investment Properties, Due Diligence, Investment Banking, Leadership, Private Equity
Education
Curry College 2009 — 2012
BA, Finance, Economics
Curry College 2009 — 2012
Don Stevens Don Stevens's Cohen Financial Experience October 1999 - December 2004
Job Managing Director at MHCapital Funding
Industry Commercial Real Estate
Experience
MHCapital Funding January 2014 - Present
Guardian Investment Real Estate February 2011 - January 2014
NAI Miami Commercial Real Estate Services, Worldwide 2013 - 2013
Sebastian Equity Consulting, LLC October 2008 - February 2011
Washington Mutual, Inc. December 2004 - October 2008
Cohen Financial October 1999 - December 2004
Heller Financial October 1997 - October 1999
Skills
Loans, Real Estate, Debt, Investments, Investment Properties, Structured Finance, Asset Management, Mortgage Lending, Apartments, Private Equity, Valuation, Commercial Banking, Asset Managment, Mergers & Acquisitions, Banking, Real Estate Development, Commercial Real Estate, Finance, Business Development, Credit, Commercial Lending, REO, Loan Origination, Acquisitions, Disposition, Brokerage, Portfolio Management, Real Estate Economics, Due Diligence, Underwriting, Mortgage Banking, Sellers, Dispositions
Education
University of Florida 1979 — 1982
AA, Finance, CIS & Economics
University of South Florida 1983 — 1984
BA, Finance
MHCapital Funding January 2014 - Present
Guardian Investment Real Estate February 2011 - January 2014
NAI Miami Commercial Real Estate Services, Worldwide 2013 - 2013
Sebastian Equity Consulting, LLC October 2008 - February 2011
Washington Mutual, Inc. December 2004 - October 2008
Cohen Financial October 1999 - December 2004
Heller Financial October 1997 - October 1999
Skills
Loans, Real Estate, Debt, Investments, Investment Properties, Structured Finance, Asset Management, Mortgage Lending, Apartments, Private Equity, Valuation, Commercial Banking, Asset Managment, Mergers & Acquisitions, Banking, Real Estate Development, Commercial Real Estate, Finance, Business Development, Credit, Commercial Lending, REO, Loan Origination, Acquisitions, Disposition, Brokerage, Portfolio Management, Real Estate Economics, Due Diligence, Underwriting, Mortgage Banking, Sellers, Dispositions
Education
University of Florida 1979 — 1982
AA, Finance, CIS & Economics
University of South Florida 1983 — 1984
BA, Finance
Jaime Copeman Jaime Copeman's Cohen Financial Experience June 2010 - January 2014
Job Portfolio Reporting Analyst at Cohen Financial
Industry Commercial Real Estate
Experience
Iowa State Bank October 2014 - Present
Cohen Financial June 2010 - January 2014
Midland Loan Services October 2007 - July 2009
Midland Loan Services October 2006 - October 2007
Skills
Loans, Commercial Mortgages, Commercial Real Estate, Loan Servicing, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, PowerPoint, Analysis
Education
Fort Hays State University 2001 — 2003
Bachelor of General Studies, Business Administration and Management, General
Moberly Area Community College 1999 — 2001
Associate of Arts and Sciences (A.A.S.), General Studies
Iowa State Bank October 2014 - Present
Cohen Financial June 2010 - January 2014
Midland Loan Services October 2007 - July 2009
Midland Loan Services October 2006 - October 2007
Skills
Loans, Commercial Mortgages, Commercial Real Estate, Loan Servicing, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, PowerPoint, Analysis
Education
Fort Hays State University 2001 — 2003
Bachelor of General Studies, Business Administration and Management, General
Moberly Area Community College 1999 — 2001
Associate of Arts and Sciences (A.A.S.), General Studies
Rachael Briggs's Cohen Financial Experience August 2013 - September 2014
Job Merchandising Assistant at Lansing Trade Group, LLC
Industry Logistics and Supply Chain
Experience
Lansing Trade Group, LLC October 2014 - Present
Cohen Financial August 2013 - September 2014
PNC May 2012 - August 2013
KeyCorp April 2011 - May 2012
National Van Lines May 2004 - February 2011
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Project Management, Customer Service, Strategic Planning, Risk Management, PowerPoint, Microsoft Word, Banking, Investments, Change Management, Business Analysis, SQL, Accounting, Strategic Financial..., Process Improvement, Business Strategy, Insurance, Negotiation, Analysis
Education
University of Kansas 2005 — 2008
Lansing Trade Group, LLC October 2014 - Present
Cohen Financial August 2013 - September 2014
PNC May 2012 - August 2013
KeyCorp April 2011 - May 2012
National Van Lines May 2004 - February 2011
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Project Management, Customer Service, Strategic Planning, Risk Management, PowerPoint, Microsoft Word, Banking, Investments, Change Management, Business Analysis, SQL, Accounting, Strategic Financial..., Process Improvement, Business Strategy, Insurance, Negotiation, Analysis
Education
University of Kansas 2005 — 2008
Greg Dietz's Cohen Financial Experience March 2011 - January 2012
Job Managing Director Investment Sales at Baum Realty Group
Industry Real Estate
Experience
Baum Realty Group December 2011 - Present
Cohen Financial March 2011 - January 2012
Tishman Speyer May 2006 - August 2009
Standard & Poors Corporate Value Consulting (Duff & Phelps) 2004 - 2006
Skills
Brokerage, Tenant, Real Estate, Disposition, Investments, Property, Entrepreneurship, Mergers & Acquisitions, Sales, Real Property, Private Equity, Commercial Real Estate, Investment Properties, Real Estate Economics, Real Estate Development, Dispositions
Education
Indiana University - Kelley School of Business 2000 — 2004
BS, Finance - Real Estate
Baum Realty Group December 2011 - Present
Cohen Financial March 2011 - January 2012
Tishman Speyer May 2006 - August 2009
Standard & Poors Corporate Value Consulting (Duff & Phelps) 2004 - 2006
Skills
Brokerage, Tenant, Real Estate, Disposition, Investments, Property, Entrepreneurship, Mergers & Acquisitions, Sales, Real Property, Private Equity, Commercial Real Estate, Investment Properties, Real Estate Economics, Real Estate Development, Dispositions
Education
Indiana University - Kelley School of Business 2000 — 2004
BS, Finance - Real Estate
Jean-Paul Irastorza's Cohen Financial Experience June 2012 - August 2012
Job Vice President at IRAS Group
Industry Financial Services
Experience
IRAS Group January 2015 - Present
Torchlight Investors June 2014 - December 2014
Torchlight Investors February 2013 - December 2014
Cohen Financial June 2012 - August 2012
UBS Wealth Management February 2012 - May 2012
Marcus & Millichap November 2011 - February 2012
Education
University of Miami 2011 — 2012
Bachelor of Science
IRAS Group January 2015 - Present
Torchlight Investors June 2014 - December 2014
Torchlight Investors February 2013 - December 2014
Cohen Financial June 2012 - August 2012
UBS Wealth Management February 2012 - May 2012
Marcus & Millichap November 2011 - February 2012
Education
University of Miami 2011 — 2012
Bachelor of Science
Jacob Hoffman's Cohen Financial Experience May 2014 - May 2015
Job Credit Analyst at Cohen Financial
Industry Commercial Real Estate
Experience
Cohen Financial May 2014 - May 2015
AEGON Americas 2013 - 2013
AEGON Americas 2013 - 2013
Skills
Commercial Real Estate, Microsoft Excel, Microsoft Word, PowerPoint, Loans, Mortgage Lending, Credit, Financial Analysis, Finance, Investments, Financial Modeling, Portfolio Management, Asset Management, Banking
Education
Iowa State University 2011 — 2014
BS, Finance, General
Cohen Financial May 2014 - May 2015
AEGON Americas 2013 - 2013
AEGON Americas 2013 - 2013
Skills
Commercial Real Estate, Microsoft Excel, Microsoft Word, PowerPoint, Loans, Mortgage Lending, Credit, Financial Analysis, Finance, Investments, Financial Modeling, Portfolio Management, Asset Management, Banking
Education
Iowa State University 2011 — 2014
BS, Finance, General
Matthew M. Schneider's Cohen Financial Experience 2005 - 2007
Job President at Real Estate Outsourcing, LLC
Industry Commercial Real Estate
Experience
Lone Star Funds / Hudson Advisors February 2011 - July 2014
Real Estate Outsourcing, LLC 2010 - 2011
Marcus & Millichap 2008 - 2010
Hometown America Communities 2007 - 2008
Cohen Financial 2005 - 2007
Skills
Due Diligence, Valuation, Real Estate Transactions, Loans, Real Estate, Mergers & Acquisitions, Real Estate Economics, Asset Management, Process Improvement, Financial Analysis, Real Estate Development, Project Management, Business Writing, Strategic Consulting, Private Equity, Portfolio Management, Asset Managment, Investments, Territory Startup &..., Process Writing, Multi-cultural Team..., Training Programs
Education
DePaul University 2002 — 2006
B.S. Honors Finance Cohort, Second B.S. Commercial Real Estate, 3.7 / 4.0
Lone Star Funds / Hudson Advisors February 2011 - July 2014
Real Estate Outsourcing, LLC 2010 - 2011
Marcus & Millichap 2008 - 2010
Hometown America Communities 2007 - 2008
Cohen Financial 2005 - 2007
Skills
Due Diligence, Valuation, Real Estate Transactions, Loans, Real Estate, Mergers & Acquisitions, Real Estate Economics, Asset Management, Process Improvement, Financial Analysis, Real Estate Development, Project Management, Business Writing, Strategic Consulting, Private Equity, Portfolio Management, Asset Managment, Investments, Territory Startup &..., Process Writing, Multi-cultural Team..., Training Programs
Education
DePaul University 2002 — 2006
B.S. Honors Finance Cohort, Second B.S. Commercial Real Estate, 3.7 / 4.0
Courtney D. Pogue Courtney D. Pogue's Cohen Financial Experience 2000 - 2002
Job Deputy Director of Economic Development Cook County
Industry Commercial Real Estate
Experience
Cook County April 2013 - Present
The Waterworks Group 2003 - June 2013
Cohen Financial 2000 - 2002
City of Chicago / Chicago Housing Authority 1997 - 2000
Credit Suisse First Boston 1997 - 1997
1st National Bank of Chicago 1995 - 1997
Skills
Real Estate Development, Real Estate Finance, Brokerage, Loans, Debt
Education
University of Notre Dame - Mendoza College of Business 2009 — 2011
MBA, Business
Howard University 1991 — 1995
BBA, Finance
Cook County April 2013 - Present
The Waterworks Group 2003 - June 2013
Cohen Financial 2000 - 2002
City of Chicago / Chicago Housing Authority 1997 - 2000
Credit Suisse First Boston 1997 - 1997
1st National Bank of Chicago 1995 - 1997
Skills
Real Estate Development, Real Estate Finance, Brokerage, Loans, Debt
Education
University of Notre Dame - Mendoza College of Business 2009 — 2011
MBA, Business
Howard University 1991 — 1995
BBA, Finance
Kyle Stewart Kyle Stewart's Cohen Financial Experience June 2015 - Present
Job Level II Candidate in the CFA Progam
Industry Investment Management
Experience
Cohen Financial June 2015 - Present
NXT Bank July 2014 - June 2015
White Star Ale House September 2013 - July 2014
The Office of Senator Chuck Grassley June 2011 - December 2011
Skills
Financial Analysis, Equity Research Analysis, Investments, PowerPoint, Financial Modeling, Microsoft Excel, Corporate Finance, Economic Research, Customer Service, Facebook, Crystal Ball, Microsoft Word, Excel, Argus, Banking, Word, Data Analysis, Outlook
Education
University of Georgia School of Law 2012 — 2013
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Economics, Finance
Cohen Financial June 2015 - Present
NXT Bank July 2014 - June 2015
White Star Ale House September 2013 - July 2014
The Office of Senator Chuck Grassley June 2011 - December 2011
Skills
Financial Analysis, Equity Research Analysis, Investments, PowerPoint, Financial Modeling, Microsoft Excel, Corporate Finance, Economic Research, Customer Service, Facebook, Crystal Ball, Microsoft Word, Excel, Argus, Banking, Word, Data Analysis, Outlook
Education
University of Georgia School of Law 2012 — 2013
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Economics, Finance
Jordyn Teitelbaum Berger's Cohen Financial Experience March 2012 - April 2013
Job Director | Acquisitions at Enlivant
Industry Real Estate
Experience
Enlivant September 2015 - Present
Ventas, Inc. June 2014 - September 2015
JLL May 2013 - June 2014
Cohen Financial March 2012 - April 2013
JP Morgan Chase October 2009 - March 2012
JP Morgan Chase July 2008 - October 2009
Metropolitan Development Enterprises May 2006 - August 2006
Skills
Financial Modeling, Valuation, Real Estate Economics, Financial Analysis, Underwriting, Due Diligence, Investments, Credit Analysis, Portfolio Management, CMBS, Asset Managment, Loans, Capital Markets, Real Estate Financing, Real Estate, Finance, Commercial Real Estate, Credit, Corporate Finance, Banking, Asset Management
Education
University of Illinois at Urbana-Champaign - College of Business 2004 — 2008
Bachelors of Science, Finance - Real Estate Focus
Deerfield High School 2000 — 2004
Enlivant September 2015 - Present
Ventas, Inc. June 2014 - September 2015
JLL May 2013 - June 2014
Cohen Financial March 2012 - April 2013
JP Morgan Chase October 2009 - March 2012
JP Morgan Chase July 2008 - October 2009
Metropolitan Development Enterprises May 2006 - August 2006
Skills
Financial Modeling, Valuation, Real Estate Economics, Financial Analysis, Underwriting, Due Diligence, Investments, Credit Analysis, Portfolio Management, CMBS, Asset Managment, Loans, Capital Markets, Real Estate Financing, Real Estate, Finance, Commercial Real Estate, Credit, Corporate Finance, Banking, Asset Management
Education
University of Illinois at Urbana-Champaign - College of Business 2004 — 2008
Bachelors of Science, Finance - Real Estate Focus
Deerfield High School 2000 — 2004
Kyle Spackler's Cohen Financial Experience September 2015 - Present
Job Asset Manager at Cohen Financial
Industry Investment Banking
Experience
Cohen Financial September 2015 - Present
Cohen Financial November 2014 - September 2015
Hawthorn Bank December 2013 - November 2014
Hawthorn Bank February 2012 - December 2013
Bass Pro Shops June 2010 - March 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Leadership, Banking, Social Media, Financial Analysis, Sales, Social Networking, Outlook, Public Relations, Public Speaking, Retail, Strategic Planning
Education
University of Missouri-Columbia 2009 — 2013
Bachelor of Science (BS), Personal Financial Planning
Central Methodist University-College of Liberal Arts & Sciences 2007 — 2008
Cohen Financial September 2015 - Present
Cohen Financial November 2014 - September 2015
Hawthorn Bank December 2013 - November 2014
Hawthorn Bank February 2012 - December 2013
Bass Pro Shops June 2010 - March 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Leadership, Banking, Social Media, Financial Analysis, Sales, Social Networking, Outlook, Public Relations, Public Speaking, Retail, Strategic Planning
Education
University of Missouri-Columbia 2009 — 2013
Bachelor of Science (BS), Personal Financial Planning
Central Methodist University-College of Liberal Arts & Sciences 2007 — 2008
Richard Figueroa Richard Figueroa's Cohen Financial Experience September 2003 - February 2005
Job Chief Operating Officer at Janko Group
Industry Real Estate
Experience
Janko Group April 2015 - Present
State Universities Retirement System of Illinois November 2012 - June 2015
Opus Development Corporation April 2012 - April 2015
Mansur & Company September 2008 - April 2012
ORIX Real Estate Capital May 2005 - May 2008
Cohen Financial September 2003 - February 2005
Jones Lang LaSalle March 1996 - September 2003
Prudential Securities August 1994 - February 1996
Skills
Capital Markets, Investment Banking, Acquisitions, Disposition, Real Estate Development, Real Estate Economics, Due Diligence, Real Estate, Corporate Real Estate, Leases, Real Estate Transactions, Location Intelligence, Asset Management, Property Management, Entitlements
Education
The University of Chicago - Booth School of Business
MBA
The University of Chicago - Harris School of Public Policy
AM
Yale University
BA, History and Latin American Studies
Janko Group April 2015 - Present
State Universities Retirement System of Illinois November 2012 - June 2015
Opus Development Corporation April 2012 - April 2015
Mansur & Company September 2008 - April 2012
ORIX Real Estate Capital May 2005 - May 2008
Cohen Financial September 2003 - February 2005
Jones Lang LaSalle March 1996 - September 2003
Prudential Securities August 1994 - February 1996
Skills
Capital Markets, Investment Banking, Acquisitions, Disposition, Real Estate Development, Real Estate Economics, Due Diligence, Real Estate, Corporate Real Estate, Leases, Real Estate Transactions, Location Intelligence, Asset Management, Property Management, Entitlements
Education
The University of Chicago - Booth School of Business
MBA
The University of Chicago - Harris School of Public Policy
AM
Yale University
BA, History and Latin American Studies
Kevin Stiles Kevin Stiles's Cohen Financial Experience January 1999 - August 2000
Job Director, Office Investments at MIG Real Estate (formerly Stoneridge Capital Partners)
Industry Real Estate
Experience
MIG Real Estate (formerly Stoneridge Capital Partners) November 2011 - Present
FDIC June 2009 - June 2012
Stiles Capital Investment Group November 2008 - June 2009
A&B Properties, Inc September 2007 - October 2008
CarrAmerica August 2000 - July 2007
Cohen Financial January 1999 - August 2000
George Elkins Company April 1997 - December 1998
American Properties Funding Company May 1989 - April 1997
Education
University of Southern California 1997 — 1998
Masters, Real Estate Development
Pepperdine University 1985 — 1989
B.S., Business Administration
MIG Real Estate (formerly Stoneridge Capital Partners) November 2011 - Present
FDIC June 2009 - June 2012
Stiles Capital Investment Group November 2008 - June 2009
A&B Properties, Inc September 2007 - October 2008
CarrAmerica August 2000 - July 2007
Cohen Financial January 1999 - August 2000
George Elkins Company April 1997 - December 1998
American Properties Funding Company May 1989 - April 1997
Education
University of Southern California 1997 — 1998
Masters, Real Estate Development
Pepperdine University 1985 — 1989
B.S., Business Administration
Sadia Jania Sadia Jania's Cohen Financial Experience May 2006 - July 2007
Job Freelancing / Mommy Sabbatical
Industry Marketing and Advertising
Experience
Charles Schwab & Co., Inc. August 2007 - July 2014
Cohen Financial May 2006 - July 2007
Charles Schwab & Co., Inc. April 2005 - May 2006
Archer Pacific Mortgage Broker December 2003 - April 2005
M.L Stern & Co. December 2002 - December 2003
Skills
Marketing Strategy, Project Manager, Event Planning, Customer Relations, Outlook, Excel, Word, PowerPoint, Adobe, Visio, Microsoft Excel
Education
Cornell University 1999 — 2002
Bachelor of Science (B.S.), Industrial and Labor Relations/Economics
Charles Schwab & Co., Inc. August 2007 - July 2014
Cohen Financial May 2006 - July 2007
Charles Schwab & Co., Inc. April 2005 - May 2006
Archer Pacific Mortgage Broker December 2003 - April 2005
M.L Stern & Co. December 2002 - December 2003
Skills
Marketing Strategy, Project Manager, Event Planning, Customer Relations, Outlook, Excel, Word, PowerPoint, Adobe, Visio, Microsoft Excel
Education
Cornell University 1999 — 2002
Bachelor of Science (B.S.), Industrial and Labor Relations/Economics
SHAWN FRICK SHAWN FRICK's Cohen Financial Experience 2004 - 2007
Job Senior Analyst Investment Services at NAI Hiffman
Industry Commercial Real Estate
Experience
NAI Hiffman January 2013 - Present
Prairie Path Pet Care June 2012 - Present
Alliance Consolidated Group of Companies, LLC. May 2008 - February 2013
RML Capital December 2007 - May 2008
Cohen Financial 2004 - 2007
Skills
Real Estate, Negotiation, Commercial Real Estate, Loans, Due Diligence, Portfolio Management, Mergers & Acquisitions, Marketing, Investment Properties, Contract Negotiation, Asset Management, Asset Managment, Mergers, Investments, Leadership, Investors, Management, REO, Strategy, Leases, Equities, Real Estate Economics, Entrepreneurship, Finance, Brokerage, Disposition, Acquisitions, Dispositions
Education
DePaul University 2000 — 2005
Bachelor of Science, Real Estate Finance
NAI Hiffman January 2013 - Present
Prairie Path Pet Care June 2012 - Present
Alliance Consolidated Group of Companies, LLC. May 2008 - February 2013
RML Capital December 2007 - May 2008
Cohen Financial 2004 - 2007
Skills
Real Estate, Negotiation, Commercial Real Estate, Loans, Due Diligence, Portfolio Management, Mergers & Acquisitions, Marketing, Investment Properties, Contract Negotiation, Asset Management, Asset Managment, Mergers, Investments, Leadership, Investors, Management, REO, Strategy, Leases, Equities, Real Estate Economics, Entrepreneurship, Finance, Brokerage, Disposition, Acquisitions, Dispositions
Education
DePaul University 2000 — 2005
Bachelor of Science, Real Estate Finance
Angus Cameron Angus Cameron's Cohen Financial Experience March 2000 - May 2007
Job Principal & Founder, OttoFinlay Investments
Industry Real Estate
Experience
Otto-Finlay Investments May 2013 - Present
LFL May 2007 - Present
Cohen Financial March 2000 - May 2007
BRE Properties July 1997 - February 2000
Skills
Real Estate Transactions, Disposition, Real Estate, Investment Properties, Mergers, Commercial Real Estate, Investments, Real Estate Economics, Portfolio Management, Real Estate Financing, Capital Markets, Mergers & Acquisitions, Investors, Loans, Brokerage, Tenant, Acquisitions, Landlords, Real Estate Development, Equities, Valuation, Due Diligence, Leases, Financial Structuring, Commercial Mortgages, Appraisals, Mezzanine, Private Equity
Education
University of Aberdeen 1984 — 1988
Masters in Real Estate, Finance, Development, Valuation, Quantitative Studies, Business Law, Political Science, Planning
bell baxter high school 1980 — 1984
Batchelor of Life, How to make friends and influence people
Otto-Finlay Investments May 2013 - Present
LFL May 2007 - Present
Cohen Financial March 2000 - May 2007
BRE Properties July 1997 - February 2000
Skills
Real Estate Transactions, Disposition, Real Estate, Investment Properties, Mergers, Commercial Real Estate, Investments, Real Estate Economics, Portfolio Management, Real Estate Financing, Capital Markets, Mergers & Acquisitions, Investors, Loans, Brokerage, Tenant, Acquisitions, Landlords, Real Estate Development, Equities, Valuation, Due Diligence, Leases, Financial Structuring, Commercial Mortgages, Appraisals, Mezzanine, Private Equity
Education
University of Aberdeen 1984 — 1988
Masters in Real Estate, Finance, Development, Valuation, Quantitative Studies, Business Law, Political Science, Planning
bell baxter high school 1980 — 1984
Batchelor of Life, How to make friends and influence people
Martin Maguire Martin Maguire's Cohen Financial Experience October 2010 - July 2012
Job Senior Research Director at ColliersInternational
Industry Real Estate
Experience
Colliers-International January 2015 - Present
Colliers-International July 2012 - January 2015
Cohen Financial October 2010 - July 2012
Capital One July 2009 - August 2010
CoStar Group October 2007 - May 2009
Education
University of Arizona 2001 — 2005
B.S., Regional Development
Colliers-International January 2015 - Present
Colliers-International July 2012 - January 2015
Cohen Financial October 2010 - July 2012
Capital One July 2009 - August 2010
CoStar Group October 2007 - May 2009
Education
University of Arizona 2001 — 2005
B.S., Regional Development
Ronald C. Muzii Jr Ronald C. Muzii Jr's Cohen Financial Experience January 2004 - January 2007
Job Senior Director at Canyon Partners LLC
Industry Real Estate
Experience
Canyon Partners LLC June 2011 - Present
HREC Investment Advisors January 2007 - June 2011
Cohen Financial January 2004 - January 2007
Promus Hotel Corporation January 1998 - January 2000
AZTEC GROUP, INC June 1989 - January 1995
Laventhol & Horwath August 1983 - May 1989
Skills
Commercial Real Estate, Hospitality Industry, Structured Finance, Private Equity
Education
Cornell University 1979 — 1983
BS, School of Hotel Administration
Canyon Partners LLC June 2011 - Present
HREC Investment Advisors January 2007 - June 2011
Cohen Financial January 2004 - January 2007
Promus Hotel Corporation January 1998 - January 2000
AZTEC GROUP, INC June 1989 - January 1995
Laventhol & Horwath August 1983 - May 1989
Skills
Commercial Real Estate, Hospitality Industry, Structured Finance, Private Equity
Education
Cornell University 1979 — 1983
BS, School of Hotel Administration
Cathy Bronkema Cathy Bronkema's Cohen Financial Experience April 2003 - Present
Job Executive Vice President at Cohen Financial
Industry Real Estate
Experience
Cohen Financial April 2003 - Present
Cohen Financial 2002 - 2010
Education
Davenport University 1985 — 1989
BA, Finance
Cohen Financial April 2003 - Present
Cohen Financial 2002 - 2010
Education
Davenport University 1985 — 1989
BA, Finance
Ted Wright Ted Wright's Cohen Financial Experience Director, Asset ManagementThe Situs Companies2006 - 2010
Job Managing Director, Asset Management at Cohen Financial
Industry Real Estate
Experience
Cohen Financial Director, Asset ManagementThe Situs Companies2006 - 2010
Education
Thunderbird School of Global Management 1985 — 1986
MBA, International Management
Principia College 1981 — 1985
BA, Business Administration / History
Cohen Financial Director, Asset ManagementThe Situs Companies2006 - 2010
Education
Thunderbird School of Global Management 1985 — 1986
MBA, International Management
Principia College 1981 — 1985
BA, Business Administration / History
Madeline Turin's Cohen Financial Experience 2007 - 2007
Job Senior Consultant in Strategy and Operations at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte August 2013 - Present
Deloitte July 2011 - August 2013
US Department of Defense August 2009 - July 2011
John Hancock Financial Services 2008 - 2008
Cohen Financial 2007 - 2007
Realty Trust Group 2006 - 2006
Skills
Management Consulting, Program Management, Change Management, Policy Analysis, Strategic Planning, Business Process..., Project Management, Data Analysis, Financial Analysis, Business Strategy, Government, Financial Modeling, Risk Management, Process Improvement, Enterprise Risk..., Analysis, Risk Assessment, Business Analysis, Governance, Research, Policy, Due Diligence
Education
Boston College 2005 — 2009
BA, International Studies, Economics
Jesuit HIgh School
Deloitte August 2013 - Present
Deloitte July 2011 - August 2013
US Department of Defense August 2009 - July 2011
John Hancock Financial Services 2008 - 2008
Cohen Financial 2007 - 2007
Realty Trust Group 2006 - 2006
Skills
Management Consulting, Program Management, Change Management, Policy Analysis, Strategic Planning, Business Process..., Project Management, Data Analysis, Financial Analysis, Business Strategy, Government, Financial Modeling, Risk Management, Process Improvement, Enterprise Risk..., Analysis, Risk Assessment, Business Analysis, Governance, Research, Policy, Due Diligence
Education
Boston College 2005 — 2009
BA, International Studies, Economics
Jesuit HIgh School
Jason Choulochas Jason Choulochas's Cohen Financial Experience November 1995 - June 2003
Job Executive Vice President at Bank of the Ozarks
Industry Commercial Real Estate
Experience
Bank of the Ozarks August 2015 - Present
NorthStar Realty Finance Corp. July 2014 - August 2015
Ares Management August 2011 - June 2014
Wrightwood Capital June 2003 - August 2011
Cohen Financial November 1995 - June 2003
American National Bank & Trust Company 1991 - 1995
Skills
Financial Structuring, Mezzanine, Investments, Equities, Joint Ventures, Commercial Real Estate, Capital, Loan Origination, Management, Real Estate Economics, Asset Management, Due Diligence
Education
Beloit College
B.A., Economics and Management
Bank of the Ozarks August 2015 - Present
NorthStar Realty Finance Corp. July 2014 - August 2015
Ares Management August 2011 - June 2014
Wrightwood Capital June 2003 - August 2011
Cohen Financial November 1995 - June 2003
American National Bank & Trust Company 1991 - 1995
Skills
Financial Structuring, Mezzanine, Investments, Equities, Joint Ventures, Commercial Real Estate, Capital, Loan Origination, Management, Real Estate Economics, Asset Management, Due Diligence
Education
Beloit College
B.A., Economics and Management
Chris Cimino Chris Cimino's Cohen Financial Experience July 2014 - Present
Job Managing Director Asset Management at Cohen Financial
Industry Financial Services
Experience
Cohen Financial July 2014 - Present
Cohen Financial September 2010 - Present
Cohen Financial September 2007 - September 2010
Midland Loan Services 1995 - 2007
Skills
Underwriting, Disposition, Commercial Mortgages, Real Estate, Financial Analysis, Loan Servicing, Mortgage Lending, Capital Markets, Investments, Financial Modeling, Credit Analysis, Commercial Real Estate
Education
Temple University
Cohen Financial July 2014 - Present
Cohen Financial September 2010 - Present
Cohen Financial September 2007 - September 2010
Midland Loan Services 1995 - 2007
Skills
Underwriting, Disposition, Commercial Mortgages, Real Estate, Financial Analysis, Loan Servicing, Mortgage Lending, Capital Markets, Investments, Financial Modeling, Credit Analysis, Commercial Real Estate
Education
Temple University
Deborah Taber Deborah Taber's Cohen Financial Experience 1995 - 1998
Job President/CEO at Leadership Dimensions Consultants
Industry Management Consulting
Experience
Leadership Dimensions Consultants January 2008 - Present
Strategex 2004 - November 2009
Cohen Financial 1995 - 1998
The Hay Group 1993 - 1996
Arthur Young/Ernst & Young 1989 - 1992
Skills
Leadership Development, 360 Feedback, Executive Coaching, Organizational..., Change Management, Team Building, Performance Management, Business Strategy, MBTI, Strategic Planning, Mentoring, Organizational..., Public Speaking, Coaching, Management Consulting, Management Development, Employee Engagement, Employee Relations, Non-profits, Process Improvement, Organizational Change, Problem Solving, Mergers, Personnel Management, Management, Program Management, Business Process..., Conflict Resolution, Organizational Design, Culture Change, Strategy, Executive Development, Workshop Facilitation, Performance Improvement, Talent Management, Career Development, Business Coaching, Succession Planning, Emotional Intelligence, Workforce Planning, Organizational Learning, Performance Consulting, Nonprofits
Education
Benedictine University 2010 — 2012
MSMOB, Organizational Development
Lake Forest Graduate School of Management 1980 — 1984
Masters, Organizational Development
Deborah K. Taber 1969 — 1973
Master's degree, Organizational Leadership
Leadership Dimensions Consultants January 2008 - Present
Strategex 2004 - November 2009
Cohen Financial 1995 - 1998
The Hay Group 1993 - 1996
Arthur Young/Ernst & Young 1989 - 1992
Skills
Leadership Development, 360 Feedback, Executive Coaching, Organizational..., Change Management, Team Building, Performance Management, Business Strategy, MBTI, Strategic Planning, Mentoring, Organizational..., Public Speaking, Coaching, Management Consulting, Management Development, Employee Engagement, Employee Relations, Non-profits, Process Improvement, Organizational Change, Problem Solving, Mergers, Personnel Management, Management, Program Management, Business Process..., Conflict Resolution, Organizational Design, Culture Change, Strategy, Executive Development, Workshop Facilitation, Performance Improvement, Talent Management, Career Development, Business Coaching, Succession Planning, Emotional Intelligence, Workforce Planning, Organizational Learning, Performance Consulting, Nonprofits
Education
Benedictine University 2010 — 2012
MSMOB, Organizational Development
Lake Forest Graduate School of Management 1980 — 1984
Masters, Organizational Development
Deborah K. Taber 1969 — 1973
Master's degree, Organizational Leadership
Parker McNulty Parker McNulty's Cohen Financial Experience October 2007 - June 2008
Job Acquisitions and Project Management at WDC Properties
Industry Investment Management
Experience
WDC Properties March 2011 - March 2012
ekoEnergy January 2010 - October 2011
Northstreet Partners,LLC April 2009 - July 2010
Cohen Financial October 2007 - June 2008
Apple January 2006 - June 2007
Residential Learning Community Association June 2005 - June 2006
Skills
Commercial Real Estate, Development Projects, Project Management, Real Estate, Program Management, Strategic Planning, Strategy, Financial Analysis
Education
Piensa Institute 2008 — 2008
Urban Architecture/Design/Planning
Santa Clara University 2004 — 2007
BS, Finance, Economics
Don Bosco Institute 2006 — 2006
Political Philosophy
Mediterranean Center of Arts and Science 2005 — 2005
Marine Biology
WDC Properties March 2011 - March 2012
ekoEnergy January 2010 - October 2011
Northstreet Partners,LLC April 2009 - July 2010
Cohen Financial October 2007 - June 2008
Apple January 2006 - June 2007
Residential Learning Community Association June 2005 - June 2006
Skills
Commercial Real Estate, Development Projects, Project Management, Real Estate, Program Management, Strategic Planning, Strategy, Financial Analysis
Education
Piensa Institute 2008 — 2008
Urban Architecture/Design/Planning
Santa Clara University 2004 — 2007
BS, Finance, Economics
Don Bosco Institute 2006 — 2006
Political Philosophy
Mediterranean Center of Arts and Science 2005 — 2005
Marine Biology
Eleanor Walsh Eleanor Walsh's Cohen Financial Experience February 1992 - January 1998
Job Owner at Peace of Mind Property Services, LLC
Industry Real Estate
Experience
Peace of Mind Property Services, LLC February 2012 - Present
U.S. CENSUS BUREAU April 2010 - September 2010
GLENVIEW SCHOOL DISTRICT # 34 September 2003 - June 2005
U.S. CENSUS BUREAU April 2000 - July 2000
INSIGNIA ESG February 1998 - April 1999
Cohen Financial February 1992 - January 1998
CB COMMERCIAL REAL ESTATE GROUP, INC August 1990 - February 1992
BALCOR PROPERTY MANAGEMENT, INC. October 1986 - June 1990
BAIRD & WARNER, INC July 1983 - September 1986
Skills
Due Diligence, Property Management, Construction, Management, Leases, Real Estate, Budgets, Leadership, Property, Sales, Construction Management, Financial Analysis, REO, Tenant, Retail, Real Estate Economics, Shopping Centers, Portfolio Management, Strategic Planning
Education
Northwestern University 1980 — 1984
BA, Political Science
Peace of Mind Property Services, LLC February 2012 - Present
U.S. CENSUS BUREAU April 2010 - September 2010
GLENVIEW SCHOOL DISTRICT # 34 September 2003 - June 2005
U.S. CENSUS BUREAU April 2000 - July 2000
INSIGNIA ESG February 1998 - April 1999
Cohen Financial February 1992 - January 1998
CB COMMERCIAL REAL ESTATE GROUP, INC August 1990 - February 1992
BALCOR PROPERTY MANAGEMENT, INC. October 1986 - June 1990
BAIRD & WARNER, INC July 1983 - September 1986
Skills
Due Diligence, Property Management, Construction, Management, Leases, Real Estate, Budgets, Leadership, Property, Sales, Construction Management, Financial Analysis, REO, Tenant, Retail, Real Estate Economics, Shopping Centers, Portfolio Management, Strategic Planning
Education
Northwestern University 1980 — 1984
BA, Political Science
Jim McCartney Jim McCartney's Cohen Financial Experience 2008 - February 2012
Job Director, Credit Policy & Risk Management at Urban Partnership Bank
Industry Commercial Real Estate
Experience
Urban Partnership Bank February 2012 - Present
Cohen Financial 2008 - February 2012
Merrill Lynch Capital 2005 - 2008
Cosmopolitan Bank 2004 - 2005
Wrightwood Capital 1999 - 2004
Skills
Real Estate, Valuation, Asset Management, Portfolio Management, Real Estate Economics, Due Diligence, Project Management, Underwriting, Budgets, Investments, Finance, Mergers & Acquisitions, Banking
Education
Glenbrook North
Glenbrook North
Northwestern University
Bachelor of Science, Economics
Urban Partnership Bank February 2012 - Present
Cohen Financial 2008 - February 2012
Merrill Lynch Capital 2005 - 2008
Cosmopolitan Bank 2004 - 2005
Wrightwood Capital 1999 - 2004
Skills
Real Estate, Valuation, Asset Management, Portfolio Management, Real Estate Economics, Due Diligence, Project Management, Underwriting, Budgets, Investments, Finance, Mergers & Acquisitions, Banking
Education
Glenbrook North
Glenbrook North
Northwestern University
Bachelor of Science, Economics
Jake Weyerhaeuser Jake Weyerhaeuser's Cohen Financial Experience July 2013 - June 2015
Job Development Analyst at Pillar Properties
Industry Real Estate
Experience
Pillar Properties July 2015 - Present
Cohen Financial July 2013 - June 2015
William Blair & Company June 2012 - August 2012
Skills
PowerPoint, Entrepreneurship, Team Leadership, Financial Analysis, Stata, Bloomberg, Teaching, Public Speaking, Microsoft Excel, Research, Microsoft Word, Microsoft Office, Argus Modeling, Financial Modeling, Windows, Forecasting, Customer Service, Photoshop, Finance, Management, Time Management, Spanish, Outlook, Analysis, Valuation
Education
Claremont McKenna College 2009 — 2013
Bachelor's Degree, Finance, General
Pillar Properties July 2015 - Present
Cohen Financial July 2013 - June 2015
William Blair & Company June 2012 - August 2012
Skills
PowerPoint, Entrepreneurship, Team Leadership, Financial Analysis, Stata, Bloomberg, Teaching, Public Speaking, Microsoft Excel, Research, Microsoft Word, Microsoft Office, Argus Modeling, Financial Modeling, Windows, Forecasting, Customer Service, Photoshop, Finance, Management, Time Management, Spanish, Outlook, Analysis, Valuation
Education
Claremont McKenna College 2009 — 2013
Bachelor's Degree, Finance, General
Maigen Fischer's Cohen Financial Experience February 2014 - August 2014
Job Quality Engineer
Industry Consumer Goods
Experience
Johnson Controls Inc July 2015 - Present
Boehringer Ingelheim January 2015 - July 2015
Johnson Controls August 2014 - January 2015
Cohen Financial February 2014 - August 2014
Missouri Western State University--St. Joseph, MO 2010 - February 2014
Midland Loan Services December 2010 - December 2012
Education
Missouri Western State University 2014 — 2016
Master's degree, Information Resources Management
Missouri Western State University
Bachelor's degree, Finance and Financial Management Services
Johnson Controls Inc July 2015 - Present
Boehringer Ingelheim January 2015 - July 2015
Johnson Controls August 2014 - January 2015
Cohen Financial February 2014 - August 2014
Missouri Western State University--St. Joseph, MO 2010 - February 2014
Midland Loan Services December 2010 - December 2012
Education
Missouri Western State University 2014 — 2016
Master's degree, Information Resources Management
Missouri Western State University
Bachelor's degree, Finance and Financial Management Services
Daina Gjemre, SPHR's Cohen Financial Experience 2013 - June 2014
Job HR Manager at BursonMarsteller
Industry Public Relations and Communications
Experience
Burson-Marsteller June 2014 - Present
Cohen Financial 2013 - June 2014
ST Residential 2010 - 2013
I Wish Lessons 2009 - 2010
Draftfcb 2007 - 2009
Draftfcb (formerly Foote Cone & Belding) 2004 - 2006
Skills
Employee Relations, Performance Management, Real Estate Development, Recruiting, Human Resources, Strategy, Strategic Planning, Leadership, Payroll, Personnel Management, PeopleSoft, Program Management, Policy, Talent Acquisition, Employee Training, Time Management, Talent Management, Onboarding, Executive Management, Interviews, Employee Benefits, Employee Engagement, Advertising, Integrated Marketing, Social Media, Marketing Strategy, HRIS, Marketing Communications
Education
Indiana University Bloomington 2000 — 2004
BA, Journalism
Burson-Marsteller June 2014 - Present
Cohen Financial 2013 - June 2014
ST Residential 2010 - 2013
I Wish Lessons 2009 - 2010
Draftfcb 2007 - 2009
Draftfcb (formerly Foote Cone & Belding) 2004 - 2006
Skills
Employee Relations, Performance Management, Real Estate Development, Recruiting, Human Resources, Strategy, Strategic Planning, Leadership, Payroll, Personnel Management, PeopleSoft, Program Management, Policy, Talent Acquisition, Employee Training, Time Management, Talent Management, Onboarding, Executive Management, Interviews, Employee Benefits, Employee Engagement, Advertising, Integrated Marketing, Social Media, Marketing Strategy, HRIS, Marketing Communications
Education
Indiana University Bloomington 2000 — 2004
BA, Journalism
Titania Daniel, MBA Titania Daniel, MBA's Cohen Financial Experience January 2011 - November 2011
Job Accountant at CBRE
Industry Commercial Real Estate
Experience
U.S. Equities Realty March 2013 - March 2015
Cohen Financial January 2011 - November 2011
Chicago International Charter School April 2009 - December 2010
Jones Lang LaSalle October 2004 - March 2009
Skills
Accounts Payable, Financial Analysis, General Ledger, Accounting, Journal Entries, Invoicing, Financial Statements, Budgets, Analysis, Financial Accounting, Payroll, Account Reconciliation, Auditing, Accounts Receivable, Cash Flow, Variance Analysis
Education
Keller Graduate School of Management of DeVry University 2008 — 2011
MBA, Accounting
Chicago State University
Bachelors of Science, Accounting
U.S. Equities Realty March 2013 - March 2015
Cohen Financial January 2011 - November 2011
Chicago International Charter School April 2009 - December 2010
Jones Lang LaSalle October 2004 - March 2009
Skills
Accounts Payable, Financial Analysis, General Ledger, Accounting, Journal Entries, Invoicing, Financial Statements, Budgets, Analysis, Financial Accounting, Payroll, Account Reconciliation, Auditing, Accounts Receivable, Cash Flow, Variance Analysis
Education
Keller Graduate School of Management of DeVry University 2008 — 2011
MBA, Accounting
Chicago State University
Bachelors of Science, Accounting
Nathan Buhrmester Nathan Buhrmester's Cohen Financial Experience January 2012 - January 2013
Job Surety Account Executive at Haas & Wilkerson Insurance
Industry Financial Services
Experience
State Street December 2013 - December 2014
Cohen Financial January 2012 - January 2013
Veterans United Home Loans May 2010 - February 2011
The Hartford June 2007 - May 2010
Arch Insurance June 2006 - May 2007
Skills
Underwriting, Insurance, Surety Bonds, Property & Casualty..., Reinsurance, General Insurance, Commercial Insurance, Claim, Legal Liability, Financial Analysis, Bonds, Risk Management
Education
Columbia College 2002 — 2006
Bachelor of Arts (B.A.), Accounting with a Minor in Finance
University of Missouri-Columbia 2000 — 2002
State Street December 2013 - December 2014
Cohen Financial January 2012 - January 2013
Veterans United Home Loans May 2010 - February 2011
The Hartford June 2007 - May 2010
Arch Insurance June 2006 - May 2007
Skills
Underwriting, Insurance, Surety Bonds, Property & Casualty..., Reinsurance, General Insurance, Commercial Insurance, Claim, Legal Liability, Financial Analysis, Bonds, Risk Management
Education
Columbia College 2002 — 2006
Bachelor of Arts (B.A.), Accounting with a Minor in Finance
University of Missouri-Columbia 2000 — 2002
Cammie Roberts Cammie Roberts's Cohen Financial Experience November 2006 - April 2010
Job Operations Specialist at M Financial Group
Industry Financial Services
Experience
M Financial Group June 2012 - Present
Bernstein Global Wealth Management April 2010 - April 2012
Cohen Financial November 2006 - April 2010
Bank of America July 2003 - August 2006
Skills
Loans, Real Estate, Mortgage Lending, Marketing, Financial Analysis, Microsoft Excel, PowerPoint, Market Research, Asset Managment, Executive..., Asset Management, Finance, Investments, Financial Modeling, Customer Service, Financial Services
Education
Suffolk University - Sawyer School of Management 2000 — 2004
Bachelor's degree, Marketing and Finance
M Financial Group June 2012 - Present
Bernstein Global Wealth Management April 2010 - April 2012
Cohen Financial November 2006 - April 2010
Bank of America July 2003 - August 2006
Skills
Loans, Real Estate, Mortgage Lending, Marketing, Financial Analysis, Microsoft Excel, PowerPoint, Market Research, Asset Managment, Executive..., Asset Management, Finance, Investments, Financial Modeling, Customer Service, Financial Services
Education
Suffolk University - Sawyer School of Management 2000 — 2004
Bachelor's degree, Marketing and Finance
Brian R. Morrow, CPA Brian R. Morrow, CPA's Cohen Financial Experience March 2010 - October 2010
Job Manager at Sunera LLC
Industry Financial Services
Experience
Sunera LLC February 2015 - Present
Brosowske, Mares, Smothermon & Co., P.C. November 2014 - January 2015
Robert Half Management Resources January 2008 - October 2014
Resources Global 2011 - 2012
Cohen Financial March 2010 - October 2010
First Horizon National Corporation October 1995 - January 2008
Skills
Internal Audit, Accounting, Banking, SOX 404, SOX Compliancy, Compliance, Communication Skills, Consulting, Derivatives, Enterprise Risk..., Financial Analysis, Governance, Key Performance..., Project Management, Quality Assurance, Regulatory Requirements, Securities, Underwriting, Vendor Management, Auditing, Financial Services, IT Audit, Sarbanes-Oxley
Education
Penn State University 1984 — 1987
Bachelor of Science (BS), Accounting
Sunera LLC February 2015 - Present
Brosowske, Mares, Smothermon & Co., P.C. November 2014 - January 2015
Robert Half Management Resources January 2008 - October 2014
Resources Global 2011 - 2012
Cohen Financial March 2010 - October 2010
First Horizon National Corporation October 1995 - January 2008
Skills
Internal Audit, Accounting, Banking, SOX 404, SOX Compliancy, Compliance, Communication Skills, Consulting, Derivatives, Enterprise Risk..., Financial Analysis, Governance, Key Performance..., Project Management, Quality Assurance, Regulatory Requirements, Securities, Underwriting, Vendor Management, Auditing, Financial Services, IT Audit, Sarbanes-Oxley
Education
Penn State University 1984 — 1987
Bachelor of Science (BS), Accounting
Cheryl Thompson Cheryl Thompson's Cohen Financial Experience June 2010 - April 2012
Job Vice President / Construction Lending / Credit Risk Underwriting
Industry Banking
Experience
UMB Bank July 2015 - Present
Allegacy Federal Credit Union April 2012 - July 2015
Cohen Financial June 2010 - April 2012
Carolina Premier Bank May 2009 - May 2010
Morrill and Janes Bank July 2007 - March 2009
National Bank March 2005 - July 2006
North American Savings Bank 2000 - 2005
Skills
Credit Analysis, Financial Analysis, Underwriting, Loan Adminstration, Loan Review, Loan Operations Manager, Branch Manager, Portfolio Manager, Loan Department..., Risk Management, Loans, Commercial Lending, Portfolio Management, Credit Risk, Banking, Credit, Commercial Real Estate, Mortgage Banking, Financial Modeling, Commercial Banking, Investments, Cash Flow, Strategic Planning, Capital Markets, Valuation, Real Estate, Analysis, Cash Management, Due Diligence, Financial Risk, Mortgage Lending, Loan Servicing, Asset Management, Refinance, Loan Origination, Treasury Management, Finance, CMBS, Commercial Mortgages, Small Business Lending, Consumer Lending, Real Estate Economics, Financial Structuring, Structured Finance, Lines Of Credit, Real Estate Financing, Loss Mitigation, SBA, Debt Restructuring, Residential Mortgages
Education
Park University
Bachelor's Degree, Finance/Management/Economics
UMB Bank July 2015 - Present
Allegacy Federal Credit Union April 2012 - July 2015
Cohen Financial June 2010 - April 2012
Carolina Premier Bank May 2009 - May 2010
Morrill and Janes Bank July 2007 - March 2009
National Bank March 2005 - July 2006
North American Savings Bank 2000 - 2005
Skills
Credit Analysis, Financial Analysis, Underwriting, Loan Adminstration, Loan Review, Loan Operations Manager, Branch Manager, Portfolio Manager, Loan Department..., Risk Management, Loans, Commercial Lending, Portfolio Management, Credit Risk, Banking, Credit, Commercial Real Estate, Mortgage Banking, Financial Modeling, Commercial Banking, Investments, Cash Flow, Strategic Planning, Capital Markets, Valuation, Real Estate, Analysis, Cash Management, Due Diligence, Financial Risk, Mortgage Lending, Loan Servicing, Asset Management, Refinance, Loan Origination, Treasury Management, Finance, CMBS, Commercial Mortgages, Small Business Lending, Consumer Lending, Real Estate Economics, Financial Structuring, Structured Finance, Lines Of Credit, Real Estate Financing, Loss Mitigation, SBA, Debt Restructuring, Residential Mortgages
Education
Park University
Bachelor's Degree, Finance/Management/Economics
Nathan Hart, PMP's Cohen Financial Experience March 2003 - December 2008
Job Technical Project Management Professional for Azure, Office365 and Agile or SDLC application development.
Industry Information Technology and Services
Experience
Grant Thornton LLP July 2013 - Present
IMACC April 2010 - August 2013
Misentech March 2009 - January 2011
Cohen Financial March 2003 - December 2008
Precept Corporation 2000 - 2003
Horizon ISP August 1997 - February 2000
T. Rowe Price 1995 - 1996
Skills
Business Intelligence, IT Strategy, IT Management, Strategic Planning, Business Analysis, Project Management, Cloud Computing, SSIS, Management Consulting, Change Management, Microsoft SQL Server, Software Development, Enterprise Architecture, SaaS, SDLC, Agile Methodologies, CRM, Strategy, Business Process, Program Management, SharePoint, Data Center, Management, Leadership, Consulting, Information Technology
Education
Indiana University Bloomington 1991 — 1995
BA, Telecommunications, Film Studies
Grant Thornton LLP July 2013 - Present
IMACC April 2010 - August 2013
Misentech March 2009 - January 2011
Cohen Financial March 2003 - December 2008
Precept Corporation 2000 - 2003
Horizon ISP August 1997 - February 2000
T. Rowe Price 1995 - 1996
Skills
Business Intelligence, IT Strategy, IT Management, Strategic Planning, Business Analysis, Project Management, Cloud Computing, SSIS, Management Consulting, Change Management, Microsoft SQL Server, Software Development, Enterprise Architecture, SaaS, SDLC, Agile Methodologies, CRM, Strategy, Business Process, Program Management, SharePoint, Data Center, Management, Leadership, Consulting, Information Technology
Education
Indiana University Bloomington 1991 — 1995
BA, Telecommunications, Film Studies
Kevin Sellers's Cohen Financial Experience July 2015 - Present
Job Director at Cohen Financial
Industry Capital Markets
Experience
Cohen Financial July 2015 - Present
First Fidelity Bank March 2008 - July 2015
Silver State Bank October 2006 - March 2008
Sunrise Bank of Arizona May 2005 - October 2006
East Valley Community Bank December 2002 - May 2005
Branch Banking and Trust March 2001 - October 2002
Compass Bank October 1992 - February 2001
Valley National Bank - Tulsa January 1990 - September 1992
Bank of Oklahoma May 1985 - January 1990
First National Bank of Tulsa June 1980 - August 1983
Skills
Business Development, Business Strategy, Real Estate Financing, Financial Analysis, Sales Management
Education
Southern Methodist University - Cox School of Business 1983 — 1984
MBA, Finance & Marketing
Oklahoma State University 1978 — 1980
B.S. Business Administration, Finance & Accounting
University of Arkansas 1975 — 1976
Business
Cohen Financial July 2015 - Present
First Fidelity Bank March 2008 - July 2015
Silver State Bank October 2006 - March 2008
Sunrise Bank of Arizona May 2005 - October 2006
East Valley Community Bank December 2002 - May 2005
Branch Banking and Trust March 2001 - October 2002
Compass Bank October 1992 - February 2001
Valley National Bank - Tulsa January 1990 - September 1992
Bank of Oklahoma May 1985 - January 1990
First National Bank of Tulsa June 1980 - August 1983
Skills
Business Development, Business Strategy, Real Estate Financing, Financial Analysis, Sales Management
Education
Southern Methodist University - Cox School of Business 1983 — 1984
MBA, Finance & Marketing
Oklahoma State University 1978 — 1980
B.S. Business Administration, Finance & Accounting
University of Arkansas 1975 — 1976
Business
Kurt Hadermann Kurt Hadermann's Cohen Financial Experience June 2015 - Present
Job Director of Information Technology at Cohen Financial
Industry Information Technology and Services
Experience
Cohen Financial June 2015 - Present
1212 Ventures, Inc. December 2013 - Present
SmartFreightWare October 2009 - September 2015
MacFarlane Group August 2012 - June 2015
Smart Freight Solutions October 2009 - August 2012
Revelations Technology January 2004 - October 2009
FreightPro 2001 - 2004
HNTB May 2000 - May 2001
Cerner December 1997 - May 2000
Cerner Corporation 1997 - 1999
Skills
Integration, Software Development, Team Building, Strategic Planning, Project Management, Microsoft SQL Server, Leadership, Management, Transportation, Analysis, Executive Management, C#, Disaster Recovery, Consulting, Process Improvement, Team Leadership, Business Planning, SaaS, SDLC, Information Technology, SQL, Virtualization, Scrum, Web Development, Troubleshooting, Product Development, Web Applications, E-commerce, IT Strategy, Requirements Analysis, Vendor Management, Business Intelligence, Enterprise Software, Software Project..., .NET, Problem Solving, Hyper-V, Budgets, Supply Chain Management, Business Analysis, Salesforce.com, SharePoint, CRM, Enterprise Architecture, SQL Server, Team Management, Cloud Computing, Agile Methodologies, IT Management, Visio
Education
University of Missouri-Kansas City, Bloch School of Management 2013 — 2015
Executive Master of Business Administration (E.M.B.A.), Organizational Valuation & Financial Modeling
Appalachian State University 1992 — 1996
Bachelor of Science (B.S.), Computer Information Systems
Cohen Financial June 2015 - Present
1212 Ventures, Inc. December 2013 - Present
SmartFreightWare October 2009 - September 2015
MacFarlane Group August 2012 - June 2015
Smart Freight Solutions October 2009 - August 2012
Revelations Technology January 2004 - October 2009
FreightPro 2001 - 2004
HNTB May 2000 - May 2001
Cerner December 1997 - May 2000
Cerner Corporation 1997 - 1999
Skills
Integration, Software Development, Team Building, Strategic Planning, Project Management, Microsoft SQL Server, Leadership, Management, Transportation, Analysis, Executive Management, C#, Disaster Recovery, Consulting, Process Improvement, Team Leadership, Business Planning, SaaS, SDLC, Information Technology, SQL, Virtualization, Scrum, Web Development, Troubleshooting, Product Development, Web Applications, E-commerce, IT Strategy, Requirements Analysis, Vendor Management, Business Intelligence, Enterprise Software, Software Project..., .NET, Problem Solving, Hyper-V, Budgets, Supply Chain Management, Business Analysis, Salesforce.com, SharePoint, CRM, Enterprise Architecture, SQL Server, Team Management, Cloud Computing, Agile Methodologies, IT Management, Visio
Education
University of Missouri-Kansas City, Bloch School of Management 2013 — 2015
Executive Master of Business Administration (E.M.B.A.), Organizational Valuation & Financial Modeling
Appalachian State University 1992 — 1996
Bachelor of Science (B.S.), Computer Information Systems
Tony Keeler's Cohen Financial Experience February 2015 - Present
Job Asset Manager at Cohen Financial
Industry Financial Services
Experience
Cohen Financial February 2015 - Present
Midland Loan Services August 2013 - February 2015
Midland Loan Services August 2011 - August 2013
Midland Loan Services April 2008 - August 2011
Midland Loan Services August 2007 - April 2008
Skills
Commercial Real Estate, Commercial Real Estate..., Commercial Real Estate..., Corporate Finance, Managerial Finance, Management, Team Leadership, Analysis, Business Analysis, Coaching & Mentoring
Education
Kansas State University
Bachelor of Science (B.S.), Accounting and Finance
Cohen Financial February 2015 - Present
Midland Loan Services August 2013 - February 2015
Midland Loan Services August 2011 - August 2013
Midland Loan Services April 2008 - August 2011
Midland Loan Services August 2007 - April 2008
Skills
Commercial Real Estate, Commercial Real Estate..., Commercial Real Estate..., Corporate Finance, Managerial Finance, Management, Team Leadership, Analysis, Business Analysis, Coaching & Mentoring
Education
Kansas State University
Bachelor of Science (B.S.), Accounting and Finance
Hunter Petermann's Cohen Financial Experience May 2015 - Present
Job Credit Analyst at Cohen Financial
Industry Commercial Real Estate
Experience
Cohen Financial May 2015 - Present
State Street October 2013 - May 2015
The Villages, Inc. February 2013 - July 2013
Clinical Child Psychology Department May 2012 - December 2012
Stilwell Baseball Organization April 2003 - July 2012
Education
University of Kansas 2009 — 2013
Bachelor of Arts (B.A.), Psychology, Minor in Business
Cohen Financial May 2015 - Present
State Street October 2013 - May 2015
The Villages, Inc. February 2013 - July 2013
Clinical Child Psychology Department May 2012 - December 2012
Stilwell Baseball Organization April 2003 - July 2012
Education
University of Kansas 2009 — 2013
Bachelor of Arts (B.A.), Psychology, Minor in Business
Mayra Bacik Mayra Bacik's Cohen Financial Experience 2007 - 2008
Job Chief Financial Officer at Zapwater Communications
Industry Public Relations and Communications
Experience
Zapwater Communications 2008 - Present
LIFT Foundation November 2007 - November 2009
Cohen Financial 2007 - 2008
Landmark Properties LLC 2006 - 2007
General Growth Properties 2000 - 2006
Education
DePaul University
Bachelor of Science, Accounting
Zapwater Communications 2008 - Present
LIFT Foundation November 2007 - November 2009
Cohen Financial 2007 - 2008
Landmark Properties LLC 2006 - 2007
General Growth Properties 2000 - 2006
Education
DePaul University
Bachelor of Science, Accounting
Michael Davis CPA, CFA Michael Davis CPA, CFA's Cohen Financial Experience August 1992 - August 1993
Job Managing Partner at iZi Ventures
Industry Investment Management
Experience
IZI Ventures August 2014 - August 2015
Behringer 2012 - August 2014
Gorelick Brothers Capital February 2008 - June 2012
National City Bank January 2005 - December 2007
JP Morgan March 2002 - December 2004
Deerfield Capital Management March 2000 - March 2002
PPM America March 1996 - March 2000
Duff & Phelps August 1993 - March 1996
Cohen Financial August 1992 - August 1993
Ernst & Young (Kenneth Leventhal & Co) August 1989 - August 1992
Skills
Private Equity, MBS, Hedge Funds, CMBS, Residential Mortgages, Fund Of Funds, Alternative Investments, Asset Management, Investments, Portfolio Management, Investor Relations, Asset Allocation, Commercial Real Estate, International Shipping, Bonds, Credit, Trading, Derivatives, Loans, Venture Capital, Equities, Investment Management, Securitization, Hedging, Wealth Management, Real Estate, Capital Markets, Mergers & Acquisitions, Fixed Income, Mutual Funds, Investment Strategies, Asset Managment, ABS, Funding, Credit Risk, Bloomberg, Valuation, Financial Modeling, Due Diligence, Restructuring
Education
The University of Chicago Booth School of Business 1993 — 1995
MBA, Finance and Business Econimics
University of Michigan - Stephen M. Ross School of Business 1985 — 1989
BBA, Accounting and Real Estate
IZI Ventures August 2014 - August 2015
Behringer 2012 - August 2014
Gorelick Brothers Capital February 2008 - June 2012
National City Bank January 2005 - December 2007
JP Morgan March 2002 - December 2004
Deerfield Capital Management March 2000 - March 2002
PPM America March 1996 - March 2000
Duff & Phelps August 1993 - March 1996
Cohen Financial August 1992 - August 1993
Ernst & Young (Kenneth Leventhal & Co) August 1989 - August 1992
Skills
Private Equity, MBS, Hedge Funds, CMBS, Residential Mortgages, Fund Of Funds, Alternative Investments, Asset Management, Investments, Portfolio Management, Investor Relations, Asset Allocation, Commercial Real Estate, International Shipping, Bonds, Credit, Trading, Derivatives, Loans, Venture Capital, Equities, Investment Management, Securitization, Hedging, Wealth Management, Real Estate, Capital Markets, Mergers & Acquisitions, Fixed Income, Mutual Funds, Investment Strategies, Asset Managment, ABS, Funding, Credit Risk, Bloomberg, Valuation, Financial Modeling, Due Diligence, Restructuring
Education
The University of Chicago Booth School of Business 1993 — 1995
MBA, Finance and Business Econimics
University of Michigan - Stephen M. Ross School of Business 1985 — 1989
BBA, Accounting and Real Estate
Candy Koleber Candy Koleber's Cohen Financial Experience December 2014 - Present
Job Commercial Loan Servicing
Industry Financial Services
Experience
Cohen Financial December 2014 - Present
Citizens Bank & Trust August 2012 - November 2014
KeyBank Real Estate Capital December 2009 - June 2012
KeyBank Real Estate Capital September 2008 - December 2009
KeyBank Real Estate Capital March 2008 - September 2008
KeyBank Real Estate Capital June 2005 - March 2008
KeyBank Real Estate Capital April 2004 - June 2005
Skills
CMBS, Underwriting, Finance, Close Attention to..., Credit Analysis, Microsoft Office, Commercial Real Estate, Analysis, Credit, Banking, Risk Management, Financial Analysis, Financial Reporting, Real Estate, Great communications..., Commercial Banking, Mortgage Lending, Collections, Asset Management, Loan Origination, Loan Servicing, Loans, Mortgage Banking
Education
University of Phoenix-Kansas City Campus 2007 — 2009
Master of Science (M.S.), Accounting
University of Phoenix-Kansas City Campus 2003 — 2005
Master of Business Administration (MBA)
Kansas State University 1999 — 2002
Bachelor of Science (B.S.), Finance
Cohen Financial December 2014 - Present
Citizens Bank & Trust August 2012 - November 2014
KeyBank Real Estate Capital December 2009 - June 2012
KeyBank Real Estate Capital September 2008 - December 2009
KeyBank Real Estate Capital March 2008 - September 2008
KeyBank Real Estate Capital June 2005 - March 2008
KeyBank Real Estate Capital April 2004 - June 2005
Skills
CMBS, Underwriting, Finance, Close Attention to..., Credit Analysis, Microsoft Office, Commercial Real Estate, Analysis, Credit, Banking, Risk Management, Financial Analysis, Financial Reporting, Real Estate, Great communications..., Commercial Banking, Mortgage Lending, Collections, Asset Management, Loan Origination, Loan Servicing, Loans, Mortgage Banking
Education
University of Phoenix-Kansas City Campus 2007 — 2009
Master of Science (M.S.), Accounting
University of Phoenix-Kansas City Campus 2003 — 2005
Master of Business Administration (MBA)
Kansas State University 1999 — 2002
Bachelor of Science (B.S.), Finance
Christopher Kazmierski Christopher Kazmierski's Cohen Financial Experience September 2010 - April 2012
Job Consultant Underwriter
Industry Commercial Real Estate
Experience
Ad Astra Real Estate March 2014 - Present
Cantor Fitzgerald April 2012 - March 2014
Cohen Financial September 2010 - April 2012
REDICO 2009 - 2010
Skills
Capital Markets, Real Estate, Commercial Real Estate..., Portfolio Management, Acquisitions, Brokerage, Real Estate Economics, CMBS, Life Company CRE Lending, Mezzanine Financing, Bridge Lending, Microsoft Excel, Loans, Excel, ARGUS, SharePoint, Due Diligence, Debt Placement
Education
Saint Louis University 2005 — 2009
Bachelor of Science, Finance
University of International Business and Economics (Beijing, China) 2007 — 2007
University of Detroit Jesuit High School and Academy 2001 — 2005
High School
Ad Astra Real Estate March 2014 - Present
Cantor Fitzgerald April 2012 - March 2014
Cohen Financial September 2010 - April 2012
REDICO 2009 - 2010
Skills
Capital Markets, Real Estate, Commercial Real Estate..., Portfolio Management, Acquisitions, Brokerage, Real Estate Economics, CMBS, Life Company CRE Lending, Mezzanine Financing, Bridge Lending, Microsoft Excel, Loans, Excel, ARGUS, SharePoint, Due Diligence, Debt Placement
Education
Saint Louis University 2005 — 2009
Bachelor of Science, Finance
University of International Business and Economics (Beijing, China) 2007 — 2007
University of Detroit Jesuit High School and Academy 2001 — 2005
High School
John Vander Zwaag John Vander Zwaag's Cohen Financial Experience 1997 - 2003
Job Pembroke Hobson LLC.
Industry Commercial Real Estate
Experience
Pembroke Hobson LLC May 2007 - Present
Lexington Realty Trust 2003 - 2007
Cohen Financial 1997 - 2003
Chesterton Binswanger Capital Advisors 1992 - 1997
Lepercq Capital Partners 1982 - 1992
Skills
Asset Management, Disposition, Asset Managment, Strategy, Valuation, Investment Banking, Investments, Portfolio Management, Real Estate, Private Equity, Capital Markets, Commercial Real Estate, Acquisitions, Finance, Dispositions, Real Estate Economics, Corporate Real Estate
Education
Columbia University Graduate School of Business 1981 — 1982
MBA, Finance
Amherst College 1975 — 1979
BA, Anthropology and Sociology
Pembroke Hobson LLC May 2007 - Present
Lexington Realty Trust 2003 - 2007
Cohen Financial 1997 - 2003
Chesterton Binswanger Capital Advisors 1992 - 1997
Lepercq Capital Partners 1982 - 1992
Skills
Asset Management, Disposition, Asset Managment, Strategy, Valuation, Investment Banking, Investments, Portfolio Management, Real Estate, Private Equity, Capital Markets, Commercial Real Estate, Acquisitions, Finance, Dispositions, Real Estate Economics, Corporate Real Estate
Education
Columbia University Graduate School of Business 1981 — 1982
MBA, Finance
Amherst College 1975 — 1979
BA, Anthropology and Sociology
Ana Christina Malik Ana Christina Malik's Cohen Financial Experience June 2007 - February 2008
Job Founder & CVO IntuitiveTraffic.com
Industry Internet
Experience
IntuitiveTraffic.com January 2007 - Present
ApprovalOffer.com August 2006 - Present
RateandTerm.com June 2006 - Present
FixedRate.com June 2006 - Present
Cohen Financial June 2007 - February 2008
Capital Funding Group March 2002 - March 2007
Toyota & Lexus Financial Services January 2000 - January 2002
Education
University of California, Los Angeles 1998 — 1999
Building Brand Identities, Marketing, New Media
Coastline Community College
Real Estate, Mortgage Lending & Brokering
IntuitiveTraffic.com January 2007 - Present
ApprovalOffer.com August 2006 - Present
RateandTerm.com June 2006 - Present
FixedRate.com June 2006 - Present
Cohen Financial June 2007 - February 2008
Capital Funding Group March 2002 - March 2007
Toyota & Lexus Financial Services January 2000 - January 2002
Education
University of California, Los Angeles 1998 — 1999
Building Brand Identities, Marketing, New Media
Coastline Community College
Real Estate, Mortgage Lending & Brokering
Lynn Burkett Lynn Burkett's Cohen Financial Experience December 2010 - June 2012
Job Real Estate
Industry Investment Banking
Experience
JLB Commercial Real Estate Asset management 2012 - Present
Cohen Financial December 2010 - June 2012
Berkadia Commercial Mortgage LLC October 2009 - November 2010
Midland Loan Services October 2003 - October 2009
JLB Investments 2000 - October 2003
Crown Northcorp, Inc. 1993 - 2000
Skills
CMBS, Commercial Mortgages, Real Estate, Loans, Asset Management, Due Diligence, Leases, REO, Commercial Real Estate..., Mergers & Acquisitions, Underwriting, Asset, Real Estate Economics, Real Estate Financing, Workout, Commercial Real Estate, Portfolio Management, Real Estate Transactions, Valuation, Investment Properties, Investments, Dispositions
Education
Abilene Christian University 1981 — 1985
BBA, Finance/RealEstate
High School
JLB Commercial Real Estate Asset management 2012 - Present
Cohen Financial December 2010 - June 2012
Berkadia Commercial Mortgage LLC October 2009 - November 2010
Midland Loan Services October 2003 - October 2009
JLB Investments 2000 - October 2003
Crown Northcorp, Inc. 1993 - 2000
Skills
CMBS, Commercial Mortgages, Real Estate, Loans, Asset Management, Due Diligence, Leases, REO, Commercial Real Estate..., Mergers & Acquisitions, Underwriting, Asset, Real Estate Economics, Real Estate Financing, Workout, Commercial Real Estate, Portfolio Management, Real Estate Transactions, Valuation, Investment Properties, Investments, Dispositions
Education
Abilene Christian University 1981 — 1985
BBA, Finance/RealEstate
High School
Michael E. Mermall Michael E. Mermall's Cohen Financial Experience 1997 - 2004
Job Partner at FisherBroyles, LLP
Industry Legal Services
Experience
FisherBroyles, LLP June 2013 - Present
Drinker Biddle & Reath LLP March 2005 - June 2013
Wrightwood Capital 2004 - 2005
Cohen Financial 1997 - 2004
CMD Realty Investors 1989 - 1997
Sidley Austin LLP 1986 - 1989
Skills
Due Diligence, Real Estate, Joint Ventures, Real Estate Economics, Real Estate Transactions, Disposition, Asset Managment, Private Equity, Real Estate Development, Acquisitions, Professional SCUBA..., Real Estate Financing, Corporate Governance, Intellectual Property, Arbitration, Asset Management, Contract Negotiation, Leases, Commercial Real Estate, Corporate Law, Dispute Resolution, Bankruptcy, Commercial Litigation, Estate Planning, Appeals, Licensing, Legal Assistance, Civil Litigation
Education
Washington University in St. Louis 1983 — 1986
Juris Doctor
The University of Chicago 1982 — 1983
Masters
Miami University 1978 — 1982
B.A.
FisherBroyles, LLP June 2013 - Present
Drinker Biddle & Reath LLP March 2005 - June 2013
Wrightwood Capital 2004 - 2005
Cohen Financial 1997 - 2004
CMD Realty Investors 1989 - 1997
Sidley Austin LLP 1986 - 1989
Skills
Due Diligence, Real Estate, Joint Ventures, Real Estate Economics, Real Estate Transactions, Disposition, Asset Managment, Private Equity, Real Estate Development, Acquisitions, Professional SCUBA..., Real Estate Financing, Corporate Governance, Intellectual Property, Arbitration, Asset Management, Contract Negotiation, Leases, Commercial Real Estate, Corporate Law, Dispute Resolution, Bankruptcy, Commercial Litigation, Estate Planning, Appeals, Licensing, Legal Assistance, Civil Litigation
Education
Washington University in St. Louis 1983 — 1986
Juris Doctor
The University of Chicago 1982 — 1983
Masters
Miami University 1978 — 1982
B.A.
Paul Harbinson Paul Harbinson's Cohen Financial Experience July 1997 - April 1999
Job Vice President at Bank of America Store Design + Merchandising
Industry Marketing and Advertising
Experience
Bank of America February 2003 - Present
LaSalle Bank 2003 - 2008
Bank One 1999 - 2003
Cohen Financial July 1997 - April 1999
3M May 1989 - July 1997
Skills
Integrated Marketing, Database Marketing, Direct Marketing, Marketing, Marketing Strategy, Marketing Communications, Visual Merchandising, Creative Merchandising, POS, Segmentation, Retail, Merchandising, Analytics, Management, Brand Development, Digital Marketing, Competitive Analysis, Strategy, Strategic Planning, Brand Management
Education
Columbia College Chicago 1987 — 1991
Bachelors Degree, Advertising/Marketing
Bank of America February 2003 - Present
LaSalle Bank 2003 - 2008
Bank One 1999 - 2003
Cohen Financial July 1997 - April 1999
3M May 1989 - July 1997
Skills
Integrated Marketing, Database Marketing, Direct Marketing, Marketing, Marketing Strategy, Marketing Communications, Visual Merchandising, Creative Merchandising, POS, Segmentation, Retail, Merchandising, Analytics, Management, Brand Development, Digital Marketing, Competitive Analysis, Strategy, Strategic Planning, Brand Management
Education
Columbia College Chicago 1987 — 1991
Bachelors Degree, Advertising/Marketing
Elaine Vakalopoulos's Cohen Financial Experience 1998 - 2000
Job Owner, Artemis Property & Business Advisors; Commercial Real Estate Consultant
Industry Commercial Real Estate
Experience
Artemis Property & Business Advisors September 2001 - Present
Snap Fitness 24/7 November 2007 - March 2014
U.S. Department of Housing and Urban Development 2002 - 2005
Cohen Financial 1998 - 2000
REIT ANAYLST March 1993 - April 1997
Skills
Real Estate, Due Diligence, Underwriting, Sellers, Leases, Real Estate Transactions, Mergers & Acquisitions, Valuation, Commercial Real Estate, Real Estate Economics, Marketing, Real Estate Development, Brokerage, Property Management
Education
Massachusetts Institute of Technology 1992 — 1993
Masters, Real Estate
Northeastern University
Bachelor of Applied Science (B.A.Sc.), Finance & Marketing
Artemis Property & Business Advisors September 2001 - Present
Snap Fitness 24/7 November 2007 - March 2014
U.S. Department of Housing and Urban Development 2002 - 2005
Cohen Financial 1998 - 2000
REIT ANAYLST March 1993 - April 1997
Skills
Real Estate, Due Diligence, Underwriting, Sellers, Leases, Real Estate Transactions, Mergers & Acquisitions, Valuation, Commercial Real Estate, Real Estate Economics, Marketing, Real Estate Development, Brokerage, Property Management
Education
Massachusetts Institute of Technology 1992 — 1993
Masters, Real Estate
Northeastern University
Bachelor of Applied Science (B.A.Sc.), Finance & Marketing
Daniel R. Sheehan's Cohen Financial Experience 2005 - Present
Job Senior Managing Director at Cohen Financial, L.P.
Industry Investment Banking
Experience
Cohen Financial 2005 - Present
PROFESSIONAL BANK® 2008 - Present
University of Florida 2010 - 2013
L.J. Melody & Co 2001 - 2005
Bear Stearns 1998 - 1999
Skills
Real Estate, Mergers, Debt, Capital Markets, Equities, Structured Finance, Valuation, Investments, Real Estate Investment, Investment Properties, Real Estate Development, Credit, Real Estate Finance, Loans, Private Equity, Investment Banking, Real Estate Transactions, Banking, Real Estate Economics, Commercial Real Estate, Disposition, Asset Management, Brokerage, Due Diligence, Mergers & Acquisitions, Real Estate Financing
Education
University of Miami - School of Business 1999 — 2000
MBA, Finance & Marketing
University of Florida - Warrington College Of Business 1996 — 1998
B.S., Management Science
Duke University 1994 — 1996
Economics
Cohen Financial 2005 - Present
PROFESSIONAL BANK® 2008 - Present
University of Florida 2010 - 2013
L.J. Melody & Co 2001 - 2005
Bear Stearns 1998 - 1999
Skills
Real Estate, Mergers, Debt, Capital Markets, Equities, Structured Finance, Valuation, Investments, Real Estate Investment, Investment Properties, Real Estate Development, Credit, Real Estate Finance, Loans, Private Equity, Investment Banking, Real Estate Transactions, Banking, Real Estate Economics, Commercial Real Estate, Disposition, Asset Management, Brokerage, Due Diligence, Mergers & Acquisitions, Real Estate Financing
Education
University of Miami - School of Business 1999 — 2000
MBA, Finance & Marketing
University of Florida - Warrington College Of Business 1996 — 1998
B.S., Management Science
Duke University 1994 — 1996
Economics
Michael Grausz's Cohen Financial Experience August 1998 - August 2006
Job Managing Director at Regency Capital Partners
Industry Real Estate
Experience
Regency Capital Partners August 2006 - Present
Cohen Financial August 1998 - August 2006
Skills
Real Estate Development, Commercial Real Estate, Loans, Mortgage Lending, Finance, Capital, Equities, Analysis, Real Estate Economics, Disposition, Brokerage, Real Estate
Education
University of San Francisco - School of Management 1995 — 1997
MBA, Finance and Marketing
Tufts University 1986 — 1990
BA, History
Regency Capital Partners August 2006 - Present
Cohen Financial August 1998 - August 2006
Skills
Real Estate Development, Commercial Real Estate, Loans, Mortgage Lending, Finance, Capital, Equities, Analysis, Real Estate Economics, Disposition, Brokerage, Real Estate
Education
University of San Francisco - School of Management 1995 — 1997
MBA, Finance and Marketing
Tufts University 1986 — 1990
BA, History
Fran Wawrzyniak's Cohen Financial Experience 1993 - 1996
Job Senior Vice President at Northern Trust
Industry Banking
Experience
Northern Trust August 1996 - Present
Cohen Financial 1993 - 1996
Skills
Treasury Management, ACH, Banking, Cash Management, Commercial Banking, Payments, Financial Analysis
Education
DePaul University 1988 — 1992
BSC, Finance
Northern Trust August 1996 - Present
Cohen Financial 1993 - 1996
Skills
Treasury Management, ACH, Banking, Cash Management, Commercial Banking, Payments, Financial Analysis
Education
DePaul University 1988 — 1992
BSC, Finance
Gardner, Briana's Cohen Financial Experience July 2005 - November 2007
Job Jr. Publicist at Pixar Animation Studios
Industry Public Relations and Communications
Experience
Pixar Animation Studios February 2014 - Present
Pixar Animation Studios January 2011 - January 2014
Pixar Animation Studios January 2009 - January 2011
Cohen Financial July 2005 - November 2007
Skills
Publicity, Event Planning, Final Cut Pro, Social Media Marketing, Television, Entertainment, Film Marketing, Video Production, Media Relations, Facebook, Digital Media, Film Production, Creative Direction, Film, Press Releases
Education
St. Mary's College of California 2002 — 2004
BA, Communications
Pixar Animation Studios February 2014 - Present
Pixar Animation Studios January 2011 - January 2014
Pixar Animation Studios January 2009 - January 2011
Cohen Financial July 2005 - November 2007
Skills
Publicity, Event Planning, Final Cut Pro, Social Media Marketing, Television, Entertainment, Film Marketing, Video Production, Media Relations, Facebook, Digital Media, Film Production, Creative Direction, Film, Press Releases
Education
St. Mary's College of California 2002 — 2004
BA, Communications
Brian Cooley's Cohen Financial Experience November 2010 - June 2011
Job VP, Commercial Relationship Manager
Industry Banking
Experience
Zions Bank August 2015 - Present
Rabobank 2014 - July 2015
Rabobank 2012 - 2014
Rabobank July 2011 - November 2012
Cohen Financial November 2010 - June 2011
Golden Pacific Bancorp June 2010 - November 2010
Intervest Mortgage June 2007 - June 2010
Silver State Bank June 2005 - June 2007
Cornerstone Capital June 2003 - June 2005
The Church of Jesus Christ of Latter-Day Saints May 2000 - June 2002
Skills
Credit, Real Estate, Valuation, Financial Analysis, Loans, Portfolio Management, Due Diligence, Investment Properties, Banking, Finance, Corporate Finance, Management, Capital Markets, Financial Risk, Commercial Real Estate, Analysis, Credit Analysis, Investments, Underwriting, Asset Management, Credit Risk, Cash Flow, Real Estate Economics, Commercial Lending, Financial Structuring, Commercial Banking, Strategic Financial..., Private Equity, Mergers & Acquisitions, Risk Management, Loan Origination, Commercial Mortgages, Real Estate Financing, Small Business Lending, Business Valuation, Mortgage Lending
Education
Western Independent Bankers 2005 — 2006
Brigham Young University 2002 — 2005
School; Bachelor of Science, Management; Business Management; Finance
Zions Bank August 2015 - Present
Rabobank 2014 - July 2015
Rabobank 2012 - 2014
Rabobank July 2011 - November 2012
Cohen Financial November 2010 - June 2011
Golden Pacific Bancorp June 2010 - November 2010
Intervest Mortgage June 2007 - June 2010
Silver State Bank June 2005 - June 2007
Cornerstone Capital June 2003 - June 2005
The Church of Jesus Christ of Latter-Day Saints May 2000 - June 2002
Skills
Credit, Real Estate, Valuation, Financial Analysis, Loans, Portfolio Management, Due Diligence, Investment Properties, Banking, Finance, Corporate Finance, Management, Capital Markets, Financial Risk, Commercial Real Estate, Analysis, Credit Analysis, Investments, Underwriting, Asset Management, Credit Risk, Cash Flow, Real Estate Economics, Commercial Lending, Financial Structuring, Commercial Banking, Strategic Financial..., Private Equity, Mergers & Acquisitions, Risk Management, Loan Origination, Commercial Mortgages, Real Estate Financing, Small Business Lending, Business Valuation, Mortgage Lending
Education
Western Independent Bankers 2005 — 2006
Brigham Young University 2002 — 2005
School; Bachelor of Science, Management; Business Management; Finance
John M. Carrick's Cohen Financial Experience February 2012 - December 2014
Job Real Estate Investment Banker
Industry Real Estate
Experience
NGKF Capital Markets December 2014 - Present
Cohen Financial February 2012 - December 2014
Studley, Inc. May 2003 - January 2012
Countrywide Securities Corporation 2001 - 2003
Property Capital 2000 - 2001
Andersen Global Corporate Finance 1999 - 2000
Capital America (formerly Nomura Asset Capital) 1998 - 1999
Resolution Trust Corporation (RTC) 1992 - 1995
Weiner, Brodsky, Sidman & Kider, P.C. 1990 - 1992
Skills
Real Estate Finance, Capital Markets, Transaction, Customer Relations, Real Estate Investment
Education
University of California, Berkeley, Haas School of Business 1995 — 1997
Masters of Business Administration, Real Estate Finance
The Catholic University of America, Columbus School of Law 1987 — 1990
Juris Doctorate, Legal Studies
Bucknell University 1982 — 1987
Bachelor of Arts, International Relations
NGKF Capital Markets December 2014 - Present
Cohen Financial February 2012 - December 2014
Studley, Inc. May 2003 - January 2012
Countrywide Securities Corporation 2001 - 2003
Property Capital 2000 - 2001
Andersen Global Corporate Finance 1999 - 2000
Capital America (formerly Nomura Asset Capital) 1998 - 1999
Resolution Trust Corporation (RTC) 1992 - 1995
Weiner, Brodsky, Sidman & Kider, P.C. 1990 - 1992
Skills
Real Estate Finance, Capital Markets, Transaction, Customer Relations, Real Estate Investment
Education
University of California, Berkeley, Haas School of Business 1995 — 1997
Masters of Business Administration, Real Estate Finance
The Catholic University of America, Columbus School of Law 1987 — 1990
Juris Doctorate, Legal Studies
Bucknell University 1982 — 1987
Bachelor of Arts, International Relations
Douglas Rozzell's Cohen Financial Experience 2000 - 2005
Job SVP at Thomas D. Wood & Company
Industry Financial Services
Experience
Thomas D Wood & Co. 2005 - 2011
Cohen Financial 2000 - 2005
CTX Mortgage 2000 - 2003
Southeeast Bank 1988 - 2000
Southeast Bank 1985 - 1990
Education
Southeast Bank Credit School 1986 — 1987
Eastern Illinois University 1981 — 1985
BS, Economics
Thomas D Wood & Co. 2005 - 2011
Cohen Financial 2000 - 2005
CTX Mortgage 2000 - 2003
Southeeast Bank 1988 - 2000
Southeast Bank 1985 - 1990
Education
Southeast Bank Credit School 1986 — 1987
Eastern Illinois University 1981 — 1985
BS, Economics
Jeff Lawrence's Cohen Financial Experience January 1998 - July 1999
Job Vice President at Walker & Dunlop
Industry Commercial Real Estate
Experience
Walker & Dunlop August 2006 - Present
Prudential Mortgage Capital Company August 1999 - July 2006
Cohen Financial January 1998 - July 1999
LaSalle National Bank October 1994 - December 1997
Bank of America January 1990 - September 1994
Skills
Real Estate Economics, CMBS, Asset Managment, Valuation, Due Diligence, Commercial Mortgages, Loans, Investments, Underwriting, Portfolio Management, Financial Modeling, Disposition, Real Estate, Financial Analysis, Credit Analysis, Mezzanine, Real Estate Financing, Credit, Mortgage Lending, Commercial Real Estate, Financial Structuring, Asset Management, Commercial Lending, Real Estate Development, Investment Properties, Capital Markets, Construction Loans
Education
Northwestern University - Kellogg School of Management 1996 — 1999
MM, Marketing and Strategy
Morehouse College 1985 — 1989
Bachelor of Arts, Banking and Finance
Walker & Dunlop August 2006 - Present
Prudential Mortgage Capital Company August 1999 - July 2006
Cohen Financial January 1998 - July 1999
LaSalle National Bank October 1994 - December 1997
Bank of America January 1990 - September 1994
Skills
Real Estate Economics, CMBS, Asset Managment, Valuation, Due Diligence, Commercial Mortgages, Loans, Investments, Underwriting, Portfolio Management, Financial Modeling, Disposition, Real Estate, Financial Analysis, Credit Analysis, Mezzanine, Real Estate Financing, Credit, Mortgage Lending, Commercial Real Estate, Financial Structuring, Asset Management, Commercial Lending, Real Estate Development, Investment Properties, Capital Markets, Construction Loans
Education
Northwestern University - Kellogg School of Management 1996 — 1999
MM, Marketing and Strategy
Morehouse College 1985 — 1989
Bachelor of Arts, Banking and Finance
Don Trossman's Cohen Financial Experience
Job Managing Director, Principal at Cohen Financial
Industry Real Estate
Experience
Cohen Financial
Skills
Disposition, Commercial Real Estate, Real Estate Economics, Real Estate Development, Real Estate, Brokerage, Financial Analysis, Financial Structuring, Asset Management, Investments, Acquisitions, Commercial Mortgages, CMBS, Valuation, Property Management, Mortgage Lending, Leases, Portfolio Management, Investment Properties, Real Estate Transactions, Due Diligence, Location Intelligence, Loans, Real Estate Financing, Corporate Real Estate
Education
Quinlan School of Business, Loyola University Chicago 1970 — 1972
Cohen Financial
Skills
Disposition, Commercial Real Estate, Real Estate Economics, Real Estate Development, Real Estate, Brokerage, Financial Analysis, Financial Structuring, Asset Management, Investments, Acquisitions, Commercial Mortgages, CMBS, Valuation, Property Management, Mortgage Lending, Leases, Portfolio Management, Investment Properties, Real Estate Transactions, Due Diligence, Location Intelligence, Loans, Real Estate Financing, Corporate Real Estate
Education
Quinlan School of Business, Loyola University Chicago 1970 — 1972
Rachel Saxelby's Cohen Financial Experience September 2010 - November 2013
Job Closing & Transaction Manager at Grafitti Rosensteel & Hall, LLC
Industry Law Practice
Experience
Grafitti Rosensteel & Hall, LLC August 2015 - Present
Berry Riddell & Rosensteel LLC June 2014 - July 2015
Walker & Dunlop December 2013 - May 2014
Cohen Financial September 2010 - November 2013
Cohen Financial September 2007 - September 2010
Marcus & Millichap April 2006 - April 2007
National Open College Network May 2003 - February 2006
Skills
Real Estate, Commercial Real Estate, Real Estate Economics, Due Diligence, Brokerage, Asset Management, Disposition, Capital Markets, Real Estate Development, Loans, Valuation, Investments, Finance, Equities, Real Estate Financing, Real Estate Transactions
Education
Arizona State University 1998 — 2002
Northern Arizona University
Grafitti Rosensteel & Hall, LLC August 2015 - Present
Berry Riddell & Rosensteel LLC June 2014 - July 2015
Walker & Dunlop December 2013 - May 2014
Cohen Financial September 2010 - November 2013
Cohen Financial September 2007 - September 2010
Marcus & Millichap April 2006 - April 2007
National Open College Network May 2003 - February 2006
Skills
Real Estate, Commercial Real Estate, Real Estate Economics, Due Diligence, Brokerage, Asset Management, Disposition, Capital Markets, Real Estate Development, Loans, Valuation, Investments, Finance, Equities, Real Estate Financing, Real Estate Transactions
Education
Arizona State University 1998 — 2002
Northern Arizona University
Cheryl McGregor's Cohen Financial Experience 2003 - 2006
Job Marketing Coordinator/Executive Assistant
Industry Financial Services
Experience
Gap Inc. 2006 - 2009
Cohen Financial 2003 - 2006
Nueva Investigacion 2002 - 2002
Education
San Diego State University-California State University 1997 — 2001
BA, Spanish
Gap Inc. 2006 - 2009
Cohen Financial 2003 - 2006
Nueva Investigacion 2002 - 2002
Education
San Diego State University-California State University 1997 — 2001
BA, Spanish
Shirley Forer's Cohen Financial Experience September 2001 - May 2003
Job Director, Risk and Insurance at Brookfield Asset Management
Industry Insurance
Experience
Brookfield Asset Management April 2015 - Present
Willis of New York January 2013 - April 2015
Willis of New York August 2003 - December 2012
Cohen Financial September 2001 - May 2003
Marsh August 1996 - September 2001
Sedgwick 1996 - 2001
Aon Re 1992 - 1994
Skills
Risk Management, Risk Financing, Property & Casualty..., Reserve Analysis, Excess & Surplus Lines, Insurance Brokerage, Umbrella Insurance, Commercial Insurance, Risk Assessment, Coverage Issues, Relationship Management, Marketing, Carrier Relationship..., Carrier Selection, Automobile Liability, Workers' Compensation, Risk Analytics, Operational Risk..., Loss Forecasting, Underwriting, Workers Compensation, Casualty, Insurance, Brokers, Forecasting, Legal Liability, Excess, Carrier Relationships, Casualty Insurance, Reinsurance, Liability
Education
DePaul University 2000 — 2003
BA, Insurance/Risk Management
Lawrence University 1987 — 1990
St. Therese School
Whitney Young Magnet
Brookfield Asset Management April 2015 - Present
Willis of New York January 2013 - April 2015
Willis of New York August 2003 - December 2012
Cohen Financial September 2001 - May 2003
Marsh August 1996 - September 2001
Sedgwick 1996 - 2001
Aon Re 1992 - 1994
Skills
Risk Management, Risk Financing, Property & Casualty..., Reserve Analysis, Excess & Surplus Lines, Insurance Brokerage, Umbrella Insurance, Commercial Insurance, Risk Assessment, Coverage Issues, Relationship Management, Marketing, Carrier Relationship..., Carrier Selection, Automobile Liability, Workers' Compensation, Risk Analytics, Operational Risk..., Loss Forecasting, Underwriting, Workers Compensation, Casualty, Insurance, Brokers, Forecasting, Legal Liability, Excess, Carrier Relationships, Casualty Insurance, Reinsurance, Liability
Education
DePaul University 2000 — 2003
BA, Insurance/Risk Management
Lawrence University 1987 — 1990
St. Therese School
Whitney Young Magnet
Carrie Harper's Cohen Financial Experience November 2007 - Present
Job Managing Director at Cohen Financial
Industry Commercial Real Estate
Experience
Cohen Financial November 2007 - Present
Midland Loan Services June 1998 - November 2007
Skills
Real Estate Economics, Loans, Financial Analysis, Commercial Mortgages, Real Estate, Mortgage Lending, Due Diligence, Budgets, Underwriting, Valuation, Asset Management, Commercial Real Estate, Portfolio Management
Education
Kansas State University 1994 — 1998
Kansas State University
Cohen Financial November 2007 - Present
Midland Loan Services June 1998 - November 2007
Skills
Real Estate Economics, Loans, Financial Analysis, Commercial Mortgages, Real Estate, Mortgage Lending, Due Diligence, Budgets, Underwriting, Valuation, Asset Management, Commercial Real Estate, Portfolio Management
Education
Kansas State University 1994 — 1998
Kansas State University
Curt Lebak's Cohen Financial Experience June 1993 - March 1997
Job VP of Engineering And Construction, Rreef America LLC.
Industry Real Estate
Experience
Rreef America LLC. March 1997 - Present
Deutsche Bank 1997 - Present
RREEF 1997 - Present
Cohen Financial June 1993 - March 1997
Cohen Financial 1992 - 1997
Opus North Corporation February 1981 - May 1992
Education
Building Owners Managers Institute 1985 — 1986
RPA, Real Property Administration
University of Wisconsin-Madison 1982 — 1984
Building Design and Repair
College of DuPage 1974 — 1977
AAS, Mechanical Eng.
Rreef America LLC. March 1997 - Present
Deutsche Bank 1997 - Present
RREEF 1997 - Present
Cohen Financial June 1993 - March 1997
Cohen Financial 1992 - 1997
Opus North Corporation February 1981 - May 1992
Education
Building Owners Managers Institute 1985 — 1986
RPA, Real Property Administration
University of Wisconsin-Madison 1982 — 1984
Building Design and Repair
College of DuPage 1974 — 1977
AAS, Mechanical Eng.
Kevin Greenberg's Cohen Financial Experience March 2003 - March 2012
Job Selfemployed
Industry Real Estate
Experience
World Wide Capital Mortgage & Investments July 2012 - April 2014
Cohen Financial March 2003 - March 2012
Skills
CMBS, Asset Management, Real Estate Development, Real Estate, Due Diligence, Valuation, Brokerage, Investment Properties, Leases, Real Estate Transactions, Commercial Mortgages, Financial Structuring, Investments, New Business Development, Real Estate Economics
Education
University of Arizona 1986 — 1990
Bachelor of Science (BS), Finance, General
University of Arizona
World Wide Capital Mortgage & Investments July 2012 - April 2014
Cohen Financial March 2003 - March 2012
Skills
CMBS, Asset Management, Real Estate Development, Real Estate, Due Diligence, Valuation, Brokerage, Investment Properties, Leases, Real Estate Transactions, Commercial Mortgages, Financial Structuring, Investments, New Business Development, Real Estate Economics
Education
University of Arizona 1986 — 1990
Bachelor of Science (BS), Finance, General
University of Arizona
Karen Herbert Campbell's Cohen Financial Experience 2011 - 2011
Job Assistant Vice President / Portfolio Management at CIII Asset Management LLC
Industry Financial Services
Experience
C-III Asset Management LLC May 2012 - Present
Cohen Financial 2011 - 2011
EDS, an HP company June 2005 - December 2009
L&B Realty Advisors, LLP July 1995 - April 2005
Skills
Compliance, SOX, Accounting, Auditing, Excel, PowerPoint, Financial Analysis, Problem Solving, Asset Management, Analysis, Team Leadership, Portfolio Management, Due Diligence, Financial Reporting, Financial Management, Asset Managment, Real Estate, Sarbanes-Oxley Act, Process Improvement, Training, Project Management, Microsoft Excel, Microsoft Office, Strategic Planning, Property Management, Commercial Real Estate, Real Estate Economics, Investments, Valuation, Leadership, Contract Negotiation, Finance, Team Building, Management, Disposition, Team Management, Managerial Finance, Change Management, Underwriting, Loans, Mergers & Acquisitions, Strategy, Vendor Management, Acquisitions, Mortgage Lending, Risk Management
Education
University of Texas at Dallas - Naveen Jindal School of Management 2003 — 2005
MS, Accounting & Information Mgt
LeTourneau University 1997 — 1998
BBA, Business Management
C-III Asset Management LLC May 2012 - Present
Cohen Financial 2011 - 2011
EDS, an HP company June 2005 - December 2009
L&B Realty Advisors, LLP July 1995 - April 2005
Skills
Compliance, SOX, Accounting, Auditing, Excel, PowerPoint, Financial Analysis, Problem Solving, Asset Management, Analysis, Team Leadership, Portfolio Management, Due Diligence, Financial Reporting, Financial Management, Asset Managment, Real Estate, Sarbanes-Oxley Act, Process Improvement, Training, Project Management, Microsoft Excel, Microsoft Office, Strategic Planning, Property Management, Commercial Real Estate, Real Estate Economics, Investments, Valuation, Leadership, Contract Negotiation, Finance, Team Building, Management, Disposition, Team Management, Managerial Finance, Change Management, Underwriting, Loans, Mergers & Acquisitions, Strategy, Vendor Management, Acquisitions, Mortgage Lending, Risk Management
Education
University of Texas at Dallas - Naveen Jindal School of Management 2003 — 2005
MS, Accounting & Information Mgt
LeTourneau University 1997 — 1998
BBA, Business Management
Brandon Harrington's Cohen Financial Experience April 2007 - November 2013
Job Senior Vice President Capital Markets at Walker & Dunlop
Industry Commercial Real Estate
Experience
Walker & Dunlop December 2013 - Present
Cohen Financial April 2007 - November 2013
Marcus & Millichap Capital Corporation May 2004 - May 2007
Education
Arizona State University 1999 — 2003
BS, Business Administration
Walker & Dunlop December 2013 - Present
Cohen Financial April 2007 - November 2013
Marcus & Millichap Capital Corporation May 2004 - May 2007
Education
Arizona State University 1999 — 2003
BS, Business Administration
Kate Moran's Cohen Financial Experience July 2014 - Present
Job Vice President at Cohen Financial
Industry Capital Markets
Experience
Cohen Financial July 2014 - Present
Blue Vista Capital Management, LLC August 2008 - July 2014
J.P. Morgan January 2006 - July 2008
Skills
Real Estate Economics, Asset Management, Real Estate, Due Diligence, Valuation, Real Estate Development, Investments, Real Estate Transactions, Leases, Investment Properties, Financial Modeling, Commercial Real Estate, Financial Analysis, Portfolio Management, Capital Markets, Private Equity, Real Estate Financing, Acquisitions, Negotiation, CMBS, Asset Managment, Disposition, New Business Development, Dispositions
Education
Ohio University 2000 — 2004
BA, Marketing & Management Informational Systems
Drake University (Lorenzo De Medici) 2002 — 2002
History, Art History
Cohen Financial July 2014 - Present
Blue Vista Capital Management, LLC August 2008 - July 2014
J.P. Morgan January 2006 - July 2008
Skills
Real Estate Economics, Asset Management, Real Estate, Due Diligence, Valuation, Real Estate Development, Investments, Real Estate Transactions, Leases, Investment Properties, Financial Modeling, Commercial Real Estate, Financial Analysis, Portfolio Management, Capital Markets, Private Equity, Real Estate Financing, Acquisitions, Negotiation, CMBS, Asset Managment, Disposition, New Business Development, Dispositions
Education
Ohio University 2000 — 2004
BA, Marketing & Management Informational Systems
Drake University (Lorenzo De Medici) 2002 — 2002
History, Art History
Carol Wilkins's Cohen Financial Experience October 2007 - April 2008
Job Accounting Professional
Industry Accounting
Experience
U.S. Cellular July 2008 - Present
Cohen Financial October 2007 - April 2008
La Petite Academy April 2003 - August 2007
Fresenius Medical Care August 2000 - January 2003
Skills
Fixed Assets, General Ledger, Account Reconciliation, Accounting, Financial Statements, Auditing, Journal Entries, Financial Audits, Budgets, SAP, Financial Reporting, Accounts Receivable, Financial Analysis
Education
University of Illinois at Urbana-Champaign
BS, Accountancy
U.S. Cellular July 2008 - Present
Cohen Financial October 2007 - April 2008
La Petite Academy April 2003 - August 2007
Fresenius Medical Care August 2000 - January 2003
Skills
Fixed Assets, General Ledger, Account Reconciliation, Accounting, Financial Statements, Auditing, Journal Entries, Financial Audits, Budgets, SAP, Financial Reporting, Accounts Receivable, Financial Analysis
Education
University of Illinois at Urbana-Champaign
BS, Accountancy
Amanda Frederickson's Cohen Financial Experience April 2014 - June 2014
Job Account Manager at KeyBank Real Estate Capital
Industry Commercial Real Estate
Experience
KeyBank Real Estate Capital March 2015 - Present
PNC June 2014 - March 2015
Cohen Financial April 2014 - June 2014
PNC June 2013 - April 2014
PNC June 2009 - June 2013
CrossFirst Bank March 2008 - December 2008
Ace Mortgage Funding June 2007 - March 2008
CreveCor Mortgage January 2005 - April 2007
Skills
Finance, Commercial Banking, FHA, Residential Mortgages, Retail Banking, Loan Servicing, Commercial Mortgages, Recruiting, Talent Management, Talent Acquisition, Mortgage Underwriting, Banking, Customer Service, Real Estate
Education
St. Louis Community College 2002 — 2004
Associate of Arts (AA)
KeyBank Real Estate Capital March 2015 - Present
PNC June 2014 - March 2015
Cohen Financial April 2014 - June 2014
PNC June 2013 - April 2014
PNC June 2009 - June 2013
CrossFirst Bank March 2008 - December 2008
Ace Mortgage Funding June 2007 - March 2008
CreveCor Mortgage January 2005 - April 2007
Skills
Finance, Commercial Banking, FHA, Residential Mortgages, Retail Banking, Loan Servicing, Commercial Mortgages, Recruiting, Talent Management, Talent Acquisition, Mortgage Underwriting, Banking, Customer Service, Real Estate
Education
St. Louis Community College 2002 — 2004
Associate of Arts (AA)
Terrene Shendleman's Cohen Financial Experience 1999 - 2008
Job Commercial Real Estate Professional
Industry Commercial Real Estate
Experience
Coloradi Department of Transportation - Right of Way Department June 2009 - Present
Cohen Financial 1999 - 2008
Universal Lending Corporation 1996 - 1998
GMAC Commercial Mortgage 1985 - 1995
Skills
Team Building, Strategic Planning, Real Estate, Mergers & Acquisitions, Analysis, CRM, Investment Properties, Team Leadership, Commercial Real Estate, Real Estate Economics, Brokerage, Property Management, Mortgage Lending, Real Estate Development, Real Estate Transactions, Due Diligence, Investments, Leases, Negotiation
Education
University of Denver
Business
Coloradi Department of Transportation - Right of Way Department June 2009 - Present
Cohen Financial 1999 - 2008
Universal Lending Corporation 1996 - 1998
GMAC Commercial Mortgage 1985 - 1995
Skills
Team Building, Strategic Planning, Real Estate, Mergers & Acquisitions, Analysis, CRM, Investment Properties, Team Leadership, Commercial Real Estate, Real Estate Economics, Brokerage, Property Management, Mortgage Lending, Real Estate Development, Real Estate Transactions, Due Diligence, Investments, Leases, Negotiation
Education
University of Denver
Business
Leslie Gillispie's Cohen Financial Experience March 2014 - Present
Job Corporate Accountant at Cohen Financial
Industry Retail
Experience
Cohen Financial March 2014 - Present
Collective Brands, Inc. January 2011 - February 2014
Payless ShoeSource July 2008 - January 2011
University of Kansas September 2004 - January 2008
Skills
PeopleSoft, Financial Analysis, Microsoft Excel, Accounting, Microsoft Office, Access, Inventory Management, PowerPoint, Data Analysis, Customer Service, Financial Modeling, Financial Reporting, Budgets, Teamwork, Strategic Planning, Retail, Leadership, Customer Satisfaction, Business Planning, Forecasting, Auditing, Strategic Financial..., Finance, Team Leadership, Internal Controls, Process Improvement, GAAP, Time Management, Microsoft Word, General Ledger, Outlook, Financial Statements, Analysis, Accounts Payable, Variance Analysis, Cash Flow, Sarbanes-Oxley Act, Financial Accounting
Education
The University of Kansas 2004 — 2008
Accounting, Business
Cohen Financial March 2014 - Present
Collective Brands, Inc. January 2011 - February 2014
Payless ShoeSource July 2008 - January 2011
University of Kansas September 2004 - January 2008
Skills
PeopleSoft, Financial Analysis, Microsoft Excel, Accounting, Microsoft Office, Access, Inventory Management, PowerPoint, Data Analysis, Customer Service, Financial Modeling, Financial Reporting, Budgets, Teamwork, Strategic Planning, Retail, Leadership, Customer Satisfaction, Business Planning, Forecasting, Auditing, Strategic Financial..., Finance, Team Leadership, Internal Controls, Process Improvement, GAAP, Time Management, Microsoft Word, General Ledger, Outlook, Financial Statements, Analysis, Accounts Payable, Variance Analysis, Cash Flow, Sarbanes-Oxley Act, Financial Accounting
Education
The University of Kansas 2004 — 2008
Accounting, Business
Cleve Brown's Cohen Financial Experience September 1999 - June 2008
Job Principal at CB Financial
Industry Financial Services
Experience
CB Financial July 2008 - Present
Cohen Financial September 1999 - June 2008
Skills
Real Estate Finance, Disposition, Mezzanine, Real Estate Development, Brokerage, Real Estate, Asset Managment, Leases, Real Estate Transactions, Due Diligence, Investment Properties, Property Management, Valuation, Appraisals, Investments, Portfolio Management, Financial Modeling
Education
Samford University 1961 — 1964
BS, Finance and Insurance
CB Financial July 2008 - Present
Cohen Financial September 1999 - June 2008
Skills
Real Estate Finance, Disposition, Mezzanine, Real Estate Development, Brokerage, Real Estate, Asset Managment, Leases, Real Estate Transactions, Due Diligence, Investment Properties, Property Management, Valuation, Appraisals, Investments, Portfolio Management, Financial Modeling
Education
Samford University 1961 — 1964
BS, Finance and Insurance
Paul Castino's Cohen Financial Experience 2004 - 2006
Job Vice PresidentLoan Administration Manager
Industry Commercial Real Estate
Experience
US Bank April 2012 - Present
Capmark Bank April 2007 - December 2011
First Bank and Trust Company of Illinois July 2006 - April 2007
Cohen Financial 2004 - 2006
US Bank March 1998 - July 2004
Skills
Risk Mitigation, Legal Documentation, Portfolio Management, Commercial Banking, Asset Management, Real Estate, Construction Loans, Real Estate Finance, Underwriting, Banking, Real Estate Economics, Asset Managment, Financial Analysis, Loan Servicing, Real Estate Financing, Risk Management, Valuation, Investments
Education
The John Marshall Law School 1991 — 1994
JD, Labor & Employment Law
University of Wisconsin-Milwaukee 1983 — 1989
BA, Law Studies
Marquette University High School
US Bank April 2012 - Present
Capmark Bank April 2007 - December 2011
First Bank and Trust Company of Illinois July 2006 - April 2007
Cohen Financial 2004 - 2006
US Bank March 1998 - July 2004
Skills
Risk Mitigation, Legal Documentation, Portfolio Management, Commercial Banking, Asset Management, Real Estate, Construction Loans, Real Estate Finance, Underwriting, Banking, Real Estate Economics, Asset Managment, Financial Analysis, Loan Servicing, Real Estate Financing, Risk Management, Valuation, Investments
Education
The John Marshall Law School 1991 — 1994
JD, Labor & Employment Law
University of Wisconsin-Milwaukee 1983 — 1989
BA, Law Studies
Marquette University High School
Michael Woolf's Cohen Financial Experience Sr. UnderwriterImpc Commercial Capital Corporation2006 - 2007
Job Asset Manager at Cohen Financial
Industry Real Estate
Experience
Cohen Financial Sr. UnderwriterImpc Commercial Capital Corporation2006 - 2007
Capmark/GMAC Commercial Mortgage 2003 - 2006
CNA Insurance 1994 - 2000
CNA 1980 - 2000
Skills
Asset Managment, Real Estate Economics, Investments, Disposition, Asset Management, Commercial Real Estate, Portfolio Management, Loans, Mortgage Lending, Brokerage, Valuation, Real Estate, Commercial Mortgages, Investment Properties, Real Estate Financing, Leases, Due Diligence, CMBS, Real Estate Development
Education
Loyola University Chicago 1976 — 1980
MBA
Cohen Financial Sr. UnderwriterImpc Commercial Capital Corporation2006 - 2007
Capmark/GMAC Commercial Mortgage 2003 - 2006
CNA Insurance 1994 - 2000
CNA 1980 - 2000
Skills
Asset Managment, Real Estate Economics, Investments, Disposition, Asset Management, Commercial Real Estate, Portfolio Management, Loans, Mortgage Lending, Brokerage, Valuation, Real Estate, Commercial Mortgages, Investment Properties, Real Estate Financing, Leases, Due Diligence, CMBS, Real Estate Development
Education
Loyola University Chicago 1976 — 1980
MBA
Charlie Kakkuri's Cohen Financial Experience August 2009 - August 2010
Job Real Estate Investment Analyst
Industry Commercial Real Estate
Experience
Mutual Trust Financial Group September 2010 - Present
Cohen Financial August 2009 - August 2010
Allstate Investments April 2007 - March 2009
Capmark October 1999 - April 2007
Skills
Asset Managment, Underwriting, CMBS, Commercial Mortgages, Real Estate Economics, Loans
Education
Eastern Illinois University 1992 — 1997
Economics
Mutual Trust Financial Group September 2010 - Present
Cohen Financial August 2009 - August 2010
Allstate Investments April 2007 - March 2009
Capmark October 1999 - April 2007
Skills
Asset Managment, Underwriting, CMBS, Commercial Mortgages, Real Estate Economics, Loans
Education
Eastern Illinois University 1992 — 1997
Economics
Robert Ketchum MCP's Cohen Financial Experience 2014 - Present
Job President, Missing Link Business Intelligence and Missing Link Creative
Industry Information Technology and Services
Experience
Cohen Financial 2014 - Present
Missing Link Software Systems, Inc. 1990 - Present
MacFarlane Group 2012 - 2014
Midland Loan Services 2010 - 2013
Lockton Companies 2010 - 2010
Teva Neuroscience 2007 - 2010
Ash Grove Cement Company 2003 - 2008
Washington Mutual Bank 2004 - 2004
Demdaco 2003 - 2003
Original Juan 2003 - 2003
Skills
Business Intelligence, SSIS, Business Analysis, .NET, Strategy, Leadership, Information Technology, Business Requirements, Microsoft SQL Server, Software Development, Data Warehousing, ETL, XML, SDLC, SSRS, Microsoft CRM, ASP.NET, Access, Agile Methodologies, C#, Consulting, Crystal Reports, Customer Service, Data Migration, Data Modeling, Data Warehouse..., Database Administration, Database Design, Databases, ERP, Enterprise Architecture, Integration, MS Project, Management, Microsoft Office, Oracle, PL/SQL, Process Improvement, Project Management, Requirements Analysis, SQL, SharePoint, Software Project..., Solution Architecture, T-SQL, VB.NET, Visio, Visual Basic, Visual Studio, Web Services
Education
The University of Kansas 1975 — 1981
BS, Computer Science
Cohen Financial 2014 - Present
Missing Link Software Systems, Inc. 1990 - Present
MacFarlane Group 2012 - 2014
Midland Loan Services 2010 - 2013
Lockton Companies 2010 - 2010
Teva Neuroscience 2007 - 2010
Ash Grove Cement Company 2003 - 2008
Washington Mutual Bank 2004 - 2004
Demdaco 2003 - 2003
Original Juan 2003 - 2003
Skills
Business Intelligence, SSIS, Business Analysis, .NET, Strategy, Leadership, Information Technology, Business Requirements, Microsoft SQL Server, Software Development, Data Warehousing, ETL, XML, SDLC, SSRS, Microsoft CRM, ASP.NET, Access, Agile Methodologies, C#, Consulting, Crystal Reports, Customer Service, Data Migration, Data Modeling, Data Warehouse..., Database Administration, Database Design, Databases, ERP, Enterprise Architecture, Integration, MS Project, Management, Microsoft Office, Oracle, PL/SQL, Process Improvement, Project Management, Requirements Analysis, SQL, SharePoint, Software Project..., Solution Architecture, T-SQL, VB.NET, Visio, Visual Basic, Visual Studio, Web Services
Education
The University of Kansas 1975 — 1981
BS, Computer Science
Shawn Merker's Cohen Financial Experience July 2005 - September 2007
Job Accounting Professional CPA
Industry Accounting
Experience
Enablon North America Corporation January 2011 - January 2015
MF Global August 2010 - December 2010
Porsche Financial Services September 2009 - July 2010
Cohen Financial July 2005 - September 2007
Cohen Financial March 2001 - June 2005
Block & Company Inc., Realtors February 1998 - March 2001
Skills
Microsoft Excel, Accounting, Microsoft Word, Budgets, Microsoft Office, Financial Analysis, Financial Reporting, Project Management, Customer Service, Research, Finance, Account Reconciliation, Variance Analysis, Financial Statements, Accounts Payable
Education
Bradley University 1993 — 1997
Bachelor of Science (B.S.), Accounting and Finance, 3.52
Enablon North America Corporation January 2011 - January 2015
MF Global August 2010 - December 2010
Porsche Financial Services September 2009 - July 2010
Cohen Financial July 2005 - September 2007
Cohen Financial March 2001 - June 2005
Block & Company Inc., Realtors February 1998 - March 2001
Skills
Microsoft Excel, Accounting, Microsoft Word, Budgets, Microsoft Office, Financial Analysis, Financial Reporting, Project Management, Customer Service, Research, Finance, Account Reconciliation, Variance Analysis, Financial Statements, Accounts Payable
Education
Bradley University 1993 — 1997
Bachelor of Science (B.S.), Accounting and Finance, 3.52
Sean Hanna's Cohen Financial Experience 2000 - 2007
Job Director of Technology at Waident Technology Solutions
Industry Information Technology and Services
Experience
Waident Technology Solutions August 2007 - Present
Cohen Financial 2000 - 2007
Education
University of Illinois at Chicago 1996 — 2000
Waident Technology Solutions August 2007 - Present
Cohen Financial 2000 - 2007
Education
University of Illinois at Chicago 1996 — 2000
Gerald Nudo's Cohen Financial Experience 1978 - 1979
Job Vice President at Marc Realty
Industry Real Estate
Experience
Marc Realty January 2000 - Present
Draper and Kramer 1997 - 2000
Mesirow Financial 1990 - 1997
Capital Real Services 1982 - 1990
Heller Financial 1979 - 1982
Cohen Financial 1978 - 1979
BB Cohen&Co. 1975 - 1978
Arthur Andersen & Company 1973 - 1975
Skills
Real Estate, Financial Modeling, Financial Reporting, Investment Properties, Commercial Real Estate, Disposition, Entrepreneurship, Real Estate Economics, Corporate Real Estate, Brokerage, Asset Managment, Commercial Lending, Portfolio Management, Financial Analysis, Real Estate Development, Valuation, Investments, Small Business, Mortgage Lending, Property Management, Apartments, Tenant, Contract Negotiation, Facilities Management, Budgets, Location Intelligence, Construction Management, Leases, Real Estate Transactions, Construction, Real Estate Financing, Negotiation, Loan Origination, Strategic Planning, Lease Negotiations, Asset Management, Private Equity, Underwriting, Acquisitions, Finance, Loans, Accounting, Investors, Due Diligence, Selling, Tenant Representation, Capital Markets, Sales, Business Development, Lease Administration
Education
University of Chicago 1971 — 1973
MBA, Finance/Accounting
Northwestern University 1967 — 1971
BSIE, Engineering/math/economics
Bishop Griffin High School 1963 — 1967
Marc Realty January 2000 - Present
Draper and Kramer 1997 - 2000
Mesirow Financial 1990 - 1997
Capital Real Services 1982 - 1990
Heller Financial 1979 - 1982
Cohen Financial 1978 - 1979
BB Cohen&Co. 1975 - 1978
Arthur Andersen & Company 1973 - 1975
Skills
Real Estate, Financial Modeling, Financial Reporting, Investment Properties, Commercial Real Estate, Disposition, Entrepreneurship, Real Estate Economics, Corporate Real Estate, Brokerage, Asset Managment, Commercial Lending, Portfolio Management, Financial Analysis, Real Estate Development, Valuation, Investments, Small Business, Mortgage Lending, Property Management, Apartments, Tenant, Contract Negotiation, Facilities Management, Budgets, Location Intelligence, Construction Management, Leases, Real Estate Transactions, Construction, Real Estate Financing, Negotiation, Loan Origination, Strategic Planning, Lease Negotiations, Asset Management, Private Equity, Underwriting, Acquisitions, Finance, Loans, Accounting, Investors, Due Diligence, Selling, Tenant Representation, Capital Markets, Sales, Business Development, Lease Administration
Education
University of Chicago 1971 — 1973
MBA, Finance/Accounting
Northwestern University 1967 — 1971
BSIE, Engineering/math/economics
Bishop Griffin High School 1963 — 1967
Richard Fang, CCIM's Cohen Financial Experience June 1985 - March 2001
Job Asset Manager at Windmill Hill LC
Industry Commercial Real Estate
Experience
Windmill Hill LC March 2001 - Present
Cohen Financial June 1985 - March 2001
Education
University of Illinois at Chicago 1981 — 2005
ba, finance
Windmill Hill LC March 2001 - Present
Cohen Financial June 1985 - March 2001
Education
University of Illinois at Chicago 1981 — 2005
ba, finance
Suzanne Driscoll Beckett's Cohen Financial Experience 1997 - 1999
Job HighPerforming Talent Acquisition Leader
Industry Human Resources
Experience
Widener University March 2014 - Present
Independent Recruitment and Talent Management Consultant October 2009 - March 2014
Independence Blue Cross 2006 - June 2009
Emerson Personnel Group 2005 - 2006
Commerce Bank, N. A. 2002 - June 2005
Deutsch Advertising - New York, NY August 1999 - March 2002
Banco Popular 1999 - 2000
Cohen Financial 1997 - 1999
Skills
Talent Management, Talent Acquisition, Employee Relations, Organizational..., Leadership Development, Executive Coaching, Strategic Planning, Change Management, Organizational..., HR Consulting, HR Transformation, Training & Development, Coaching, Interviews, Onboarding, Recruiting, Employee Training, Strategy, Personnel Management, Workforce Planning, Training, Mergers & Acquisitions, Management, Human Resources, Workshop Facilitation, Leadership, Temporary Placement, Succession Planning, Performance Management, Consulting, CRM, Career Counseling, Employee Engagement, Organizational Design, Deferred Compensation, Employee Benefits, Benefits Administration, Strategic HR, Applicant Tracking..., HRIS, HR Policies
Education
University of Pennsylvania - The Wharton School
Executive Education Program
Rutgers University – Camden
B.A., English
Widener University March 2014 - Present
Independent Recruitment and Talent Management Consultant October 2009 - March 2014
Independence Blue Cross 2006 - June 2009
Emerson Personnel Group 2005 - 2006
Commerce Bank, N. A. 2002 - June 2005
Deutsch Advertising - New York, NY August 1999 - March 2002
Banco Popular 1999 - 2000
Cohen Financial 1997 - 1999
Skills
Talent Management, Talent Acquisition, Employee Relations, Organizational..., Leadership Development, Executive Coaching, Strategic Planning, Change Management, Organizational..., HR Consulting, HR Transformation, Training & Development, Coaching, Interviews, Onboarding, Recruiting, Employee Training, Strategy, Personnel Management, Workforce Planning, Training, Mergers & Acquisitions, Management, Human Resources, Workshop Facilitation, Leadership, Temporary Placement, Succession Planning, Performance Management, Consulting, CRM, Career Counseling, Employee Engagement, Organizational Design, Deferred Compensation, Employee Benefits, Benefits Administration, Strategic HR, Applicant Tracking..., HRIS, HR Policies
Education
University of Pennsylvania - The Wharton School
Executive Education Program
Rutgers University – Camden
B.A., English
Becky Cundiff's Cohen Financial Experience September 2006 - May 2009
Job Executive Assistant
Industry Insurance
Experience
AXIS Accident & Health February 2011 - Present
Cohen Financial September 2006 - May 2009
Coty December 2002 - March 2006
Skills
Team Building, Management, Administrative..., Time Management, Customer Service, Event Planning, Microsoft Office
Education
Purdue University Calumet 1990 — 1995
BA, Secondary Education / Social Studies
AXIS Accident & Health February 2011 - Present
Cohen Financial September 2006 - May 2009
Coty December 2002 - March 2006
Skills
Team Building, Management, Administrative..., Time Management, Customer Service, Event Planning, Microsoft Office
Education
Purdue University Calumet 1990 — 1995
BA, Secondary Education / Social Studies
Brandon Gorge's Cohen Financial Experience July 2007 - April 2011
Job Real Estate Acquisitions and Advisory Services
Industry Commercial Real Estate
Experience
Crefdi Realty Advisors June 2012 - Present
Cohen Financial July 2007 - April 2011
Aspen Skiing Company 2006 - 2006
Cushman & Wakefield 2005 - 2005
Skills
Capital Markets, Due Diligence, Real Estate, Mergers, Real Estate Economics, Asset Managment, Valuation, Strategic Planning, Disposition, Financial Modeling, Mergers & Acquisitions, Real Estate Development, Investments, Real Estate Financing, Brokerage, Asset Management
Education
New York University 2011 — 2012
M.S., Real Estate - Finance & Investment
The London School of Economics and Political Science (LSE)
University of Colorado Boulder - Leeds School of Business
BBA, Finance, Real Estate
Crefdi Realty Advisors June 2012 - Present
Cohen Financial July 2007 - April 2011
Aspen Skiing Company 2006 - 2006
Cushman & Wakefield 2005 - 2005
Skills
Capital Markets, Due Diligence, Real Estate, Mergers, Real Estate Economics, Asset Managment, Valuation, Strategic Planning, Disposition, Financial Modeling, Mergers & Acquisitions, Real Estate Development, Investments, Real Estate Financing, Brokerage, Asset Management
Education
New York University 2011 — 2012
M.S., Real Estate - Finance & Investment
The London School of Economics and Political Science (LSE)
University of Colorado Boulder - Leeds School of Business
BBA, Finance, Real Estate
Susan Lipe's Cohen Financial Experience 1998 - 2000
Job Commercial Real Estate Banking and Finance Professional
Industry Capital Markets
Experience
Lipe Property Company 2001 - Present
Fort Dearborn Partners June 2010 - August 2011
LaSalle Bank N.A. July 2005 - April 2008
Incapital LLC September 2000 - July 2005
Divine Interventures May 2000 - October 2000
Cohen Financial 1998 - 2000
Bank of Montreal 1995 - 1998
Skills
Due Diligence, Asset Managment, Real Estate Development, Capital Markets, Real Estate, Restructuring, Credit Analysis, Loans, Credit, Equities, Commercial Real Estate, Financial Structuring, Brokerage, Financial Modeling, Financial Risk, Asset Management, Mergers & Acquisitions, Valuation, Investments, Private Equity, Structured Finance, Real Estate Economics
Education
Thunderbird School of Global Management 1995 — 1996
MBA, Finance
University of Washington 1986 — 1989
BA, Economics
Lipe Property Company 2001 - Present
Fort Dearborn Partners June 2010 - August 2011
LaSalle Bank N.A. July 2005 - April 2008
Incapital LLC September 2000 - July 2005
Divine Interventures May 2000 - October 2000
Cohen Financial 1998 - 2000
Bank of Montreal 1995 - 1998
Skills
Due Diligence, Asset Managment, Real Estate Development, Capital Markets, Real Estate, Restructuring, Credit Analysis, Loans, Credit, Equities, Commercial Real Estate, Financial Structuring, Brokerage, Financial Modeling, Financial Risk, Asset Management, Mergers & Acquisitions, Valuation, Investments, Private Equity, Structured Finance, Real Estate Economics
Education
Thunderbird School of Global Management 1995 — 1996
MBA, Finance
University of Washington 1986 — 1989
BA, Economics
Deane Western's Cohen Financial Experience May 2000 - November 2008
Job at Grain Communications Group Inc (GCGI)
Industry Financial Services
Experience
Grain Communications Group Inc (GCGI) December 2009 - Present
Western Edge Finance November 2008 - December 2009
Cohen Financial May 2000 - November 2008
Education
University of South Florida 1996 — 2000
MBA, Finance, Marketing
The Ohio State University
BA, Industrial/Organizational Psychology
Grain Communications Group Inc (GCGI) December 2009 - Present
Western Edge Finance November 2008 - December 2009
Cohen Financial May 2000 - November 2008
Education
University of South Florida 1996 — 2000
MBA, Finance, Marketing
The Ohio State University
BA, Industrial/Organizational Psychology
Sean Craven's Cohen Financial Experience August 2005 - June 2006
Job Credit Analyst
Industry Financial Services
Experience
Focus Management Group October 2009 - Present
York Consulting Group March 2009 - July 2011
Encore Bank June 2006 - October 2008
Cohen Financial August 2005 - June 2006
Sun Life Financial January 2000 - March 2005
Skills
Finance, Financial Modeling, Portfolio Management, Credit, Loans, Analysis, Investments, Management, Credit Analysis, Restructuring, Project Management, Underwriting, Real Estate, New Business Development
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 2000
MBA, Business concentration finance
Boston College 1992 — 1996
Bachelors, Business concentration finance
Focus Management Group October 2009 - Present
York Consulting Group March 2009 - July 2011
Encore Bank June 2006 - October 2008
Cohen Financial August 2005 - June 2006
Sun Life Financial January 2000 - March 2005
Skills
Finance, Financial Modeling, Portfolio Management, Credit, Loans, Analysis, Investments, Management, Credit Analysis, Restructuring, Project Management, Underwriting, Real Estate, New Business Development
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1996 — 2000
MBA, Business concentration finance
Boston College 1992 — 1996
Bachelors, Business concentration finance
Kendra Steele's Cohen Financial Experience ControllerSportscopeAugust 1999 - October 2002
Job Controller at Cohen Financial
Industry Real Estate
Experience
Cohen Financial ControllerSportscopeAugust 1999 - October 2002
American Express Tax & Business Services March 1995 - August 1999
Skills
Due Diligence, Accounting, Financial Analysis, Financial Reporting, Financial Modeling, GAAP, Valuation, Business Analysis, Real Estate, Cash Management, Budgets, Strategic Planning, Banking, Financial Accounting, Auditing, General Ledger, Start-ups, Management Consulting, Internal Controls, Process Improvement, Business Planning, Mergers & Acquisitions
Education
Illinois State University 1983 — 1988
BS, Accounting
Cohen Financial ControllerSportscopeAugust 1999 - October 2002
American Express Tax & Business Services March 1995 - August 1999
Skills
Due Diligence, Accounting, Financial Analysis, Financial Reporting, Financial Modeling, GAAP, Valuation, Business Analysis, Real Estate, Cash Management, Budgets, Strategic Planning, Banking, Financial Accounting, Auditing, General Ledger, Start-ups, Management Consulting, Internal Controls, Process Improvement, Business Planning, Mergers & Acquisitions
Education
Illinois State University 1983 — 1988
BS, Accounting
ALICIA LONDOS's Cohen Financial Experience May 2004 - October 2005
Job Bus & Sys Integration Manager
Industry Information Technology and Services
Experience
A & L designs January 2013 - Present
Accenture January 2008 - Present
Motorola Mobility January 2006 - June 2007
Cohen Financial May 2004 - October 2005
Skills
Oil Painting, Acrylic Painting, Drawing, teaching painting class, Artists, art, SAP, SAP R/3, Business Process Design, ERP, Integration, Business Intelligence, Business Analysis, SAP BW, Business Process, SAP ERP, SAP Netweaver, PMO, Business Process..., ABAP, IT Strategy, SAP Implementation, SAP Portal, SAP FI, Artistic Abilities, Leadership, Analysis, Consulting, Management, Process Improvement, Microsoft Office
Education
Illinois State University 1999 — 2004
B.S, B.A., B.S., Finance, Economics, and Business Information Systems
A & L designs January 2013 - Present
Accenture January 2008 - Present
Motorola Mobility January 2006 - June 2007
Cohen Financial May 2004 - October 2005
Skills
Oil Painting, Acrylic Painting, Drawing, teaching painting class, Artists, art, SAP, SAP R/3, Business Process Design, ERP, Integration, Business Intelligence, Business Analysis, SAP BW, Business Process, SAP ERP, SAP Netweaver, PMO, Business Process..., ABAP, IT Strategy, SAP Implementation, SAP Portal, SAP FI, Artistic Abilities, Leadership, Analysis, Consulting, Management, Process Improvement, Microsoft Office
Education
Illinois State University 1999 — 2004
B.S, B.A., B.S., Finance, Economics, and Business Information Systems
George Tullos Jr's Cohen Financial Experience 1997 - 1999
Job VP East Regional Officer at Churchill Stateside Group
Industry Real Estate
Experience
Churchill Stateside Group April 2015 - Present
The Paces Foundation December 2011 - April 2015
Habersham Properties January 2007 - October 2011
James Doran Company 2005 - 2007
Trammell Crow Company 2003 - 2005
Harrod Properties, Inc. 2000 - 2003
Cohen Financial 1997 - 1999
Trammell Crow Company 1994 - 1997
Skills
Brokerage, Apartments, Property, Commercial Real Estate, Asset Managment, Equity Capital Markets, Debt & Equity Financing, Construction Loans, Retail, Asset Management, Disposition, Real Estate, Mergers & Acquisitions, Dispositions, Due Diligence, Investment Properties, Real Estate Development, Leases, Real Estate Transactions, Residential Homes
Education
University of Maryland Baltimore County 1992 — 1994
BA, Political Science
Missouri State University 1985 — 1989
Public Relations/Image Management
Churchill Stateside Group April 2015 - Present
The Paces Foundation December 2011 - April 2015
Habersham Properties January 2007 - October 2011
James Doran Company 2005 - 2007
Trammell Crow Company 2003 - 2005
Harrod Properties, Inc. 2000 - 2003
Cohen Financial 1997 - 1999
Trammell Crow Company 1994 - 1997
Skills
Brokerage, Apartments, Property, Commercial Real Estate, Asset Managment, Equity Capital Markets, Debt & Equity Financing, Construction Loans, Retail, Asset Management, Disposition, Real Estate, Mergers & Acquisitions, Dispositions, Due Diligence, Investment Properties, Real Estate Development, Leases, Real Estate Transactions, Residential Homes
Education
University of Maryland Baltimore County 1992 — 1994
BA, Political Science
Missouri State University 1985 — 1989
Public Relations/Image Management
Martin Frame's Cohen Financial Experience March 2007 - August 2007
Job Land Acquisition Manager at David Weekly Homes
Industry Real Estate
Experience
David Weekley Homes April 2015 - Present
Ryland Homes June 2013 - May 2015
Starwood Land Ventures September 2010 - June 2013
American Housing Initiatives May 2009 - August 2010
R.J. Finlay & Co. May 2009 - August 2010
Finlay Development October 2007 - July 2008
Cohen Financial March 2007 - August 2007
Marcus & Millichap March 2005 - March 2007
Skills
Due Diligence, Underwriting, Financial Analysis, Market Analysis, Microsoft Excel, GIS, Disposition, Real Estate Economics, Real Estate Development, Brokerage, Real Estate, Location Intelligence, Commercial Real Estate, Asset Managment, Real Estate Transactions, Leases, Valuation, Acquisitions, Investment Properties, Property Management, Financial Modeling, Investments, Appraisals, Real Estate Private...
Education
University of Florida 2008 — 2009
Master of Science (MS), Real Estate
Auburn University 1999 — 2004
MS, Logistics
David Weekley Homes April 2015 - Present
Ryland Homes June 2013 - May 2015
Starwood Land Ventures September 2010 - June 2013
American Housing Initiatives May 2009 - August 2010
R.J. Finlay & Co. May 2009 - August 2010
Finlay Development October 2007 - July 2008
Cohen Financial March 2007 - August 2007
Marcus & Millichap March 2005 - March 2007
Skills
Due Diligence, Underwriting, Financial Analysis, Market Analysis, Microsoft Excel, GIS, Disposition, Real Estate Economics, Real Estate Development, Brokerage, Real Estate, Location Intelligence, Commercial Real Estate, Asset Managment, Real Estate Transactions, Leases, Valuation, Acquisitions, Investment Properties, Property Management, Financial Modeling, Investments, Appraisals, Real Estate Private...
Education
University of Florida 2008 — 2009
Master of Science (MS), Real Estate
Auburn University 1999 — 2004
MS, Logistics
Casey Townsend's Cohen Financial Experience November 2012 - Present
Job Vice President Capital Markets at Cohen Financial
Industry Financial Services
Experience
Cohen Financial November 2012 - Present
JPMorgan Chase January 2011 - November 2012
JP Morgan Chase April 2010 - January 2011
BMC Capital April 2007 - April 2010
Blue Star Development 2005 - 2007
Skills
Real Estate Economics, Mortgage Lending, Loans, Underwriting, Portfolio Management, Commercial Mortgages, Asset Managment, Financial Analysis, Investments, Due Diligence, Real Estate, Credit, CMBS, Financial Modeling, Valuation, Loan Origination, Real Estate Transactions, Asset Management, Commercial Lending, Commercial Real Estate, Mortgage Banking, REO
Education
The University of Texas at Arlington 2004 — 2006
MBA, Real Estate
Cohen Financial November 2012 - Present
JPMorgan Chase January 2011 - November 2012
JP Morgan Chase April 2010 - January 2011
BMC Capital April 2007 - April 2010
Blue Star Development 2005 - 2007
Skills
Real Estate Economics, Mortgage Lending, Loans, Underwriting, Portfolio Management, Commercial Mortgages, Asset Managment, Financial Analysis, Investments, Due Diligence, Real Estate, Credit, CMBS, Financial Modeling, Valuation, Loan Origination, Real Estate Transactions, Asset Management, Commercial Lending, Commercial Real Estate, Mortgage Banking, REO
Education
The University of Texas at Arlington 2004 — 2006
MBA, Real Estate
Ronald Muzii Jr's Cohen Financial Experience 2003 - 2005
Job Sr. Vice President at HREC
Industry Hospitality
Experience
HREC 2006 - Present
Innovative Hospitality Group January 1990 - Present
Cohen Financial 2003 - 2005
Promus Hotel Corporation 1998 - 2000
Aztec Group 1989 - 1999
Constructa USA 1991 - 1995
Laventhol & Horwath August 1983 - May 1989
Education
Cornell University
HREC 2006 - Present
Innovative Hospitality Group January 1990 - Present
Cohen Financial 2003 - 2005
Promus Hotel Corporation 1998 - 2000
Aztec Group 1989 - 1999
Constructa USA 1991 - 1995
Laventhol & Horwath August 1983 - May 1989
Education
Cornell University
Brady Copeman's Cohen Financial Experience January 2013 - Present
Job Vice President Business Development at Cohen Financial
Industry Financial Services
Experience
Cohen Financial January 2013 - Present
Cohen Financial October 2011 - December 2012
Cohen Financial July 2010 - September 2011
Cohen Financial August 2009 - July 2010
Midland Loan Services August 2006 - August 2009
Midland Loan Services 2005 - 2006
DB Mortgage Services 2005 - 2006
Skills
Loans, Credit Analysis, Real Estate, Mortgage, CMBS, Loan Servicing, Credit, Portfolio Management, Banking, Asset Managment, Financial Analysis, Due Diligence, Valuation, Financial Modeling, Asset Management, Mortgage Lending
Education
University of Kansas - Graduate School of Business 2009 — 2012
MBA, Finance and International Business
Truman State University 2001 — 2005
Bachelor of Arts, Psychology
Cohen Financial January 2013 - Present
Cohen Financial October 2011 - December 2012
Cohen Financial July 2010 - September 2011
Cohen Financial August 2009 - July 2010
Midland Loan Services August 2006 - August 2009
Midland Loan Services 2005 - 2006
DB Mortgage Services 2005 - 2006
Skills
Loans, Credit Analysis, Real Estate, Mortgage, CMBS, Loan Servicing, Credit, Portfolio Management, Banking, Asset Managment, Financial Analysis, Due Diligence, Valuation, Financial Modeling, Asset Management, Mortgage Lending
Education
University of Kansas - Graduate School of Business 2009 — 2012
MBA, Finance and International Business
Truman State University 2001 — 2005
Bachelor of Arts, Psychology
Christi Clare's Cohen Financial Experience October 2011 - August 2015
Job Senior Commercial Loan Servicing Specialist at North American Savings Bank
Industry Real Estate
Experience
North American Savings Bank August 2015 - Present
Cohen Financial October 2011 - August 2015
Cohen Financial March 2011 - October 2011
Cohen Financial (Contract Position) January 2010 - March 2011
National Real Estate Information Services March 2008 - May 2009
Indymac Bank March 2005 - November 2007
Peoples Bank October 2001 - February 2005
ATI Title Company May 1996 - November 2000
Chicago Title Insurance Company June 1990 - May 1996
Kansas Title Insurance Corporation March 1987 - June 1990
Skills
Credit, Mortgage Lending, Real Estate, Marketing, Loans, Sales, Management, FHA, Commercial Lending, Banking, Underwriting, Commercial Mortgages, Loan Servicing, Customer Service, Reverse Mortgages
Education
Johnson County Community College 1980 — 1990
business and personal interest
Rockhurst University 1982 — 1984
Real Estate Law, Economics
Shawnee Mission North High School
Graduate, College Prep
North American Savings Bank August 2015 - Present
Cohen Financial October 2011 - August 2015
Cohen Financial March 2011 - October 2011
Cohen Financial (Contract Position) January 2010 - March 2011
National Real Estate Information Services March 2008 - May 2009
Indymac Bank March 2005 - November 2007
Peoples Bank October 2001 - February 2005
ATI Title Company May 1996 - November 2000
Chicago Title Insurance Company June 1990 - May 1996
Kansas Title Insurance Corporation March 1987 - June 1990
Skills
Credit, Mortgage Lending, Real Estate, Marketing, Loans, Sales, Management, FHA, Commercial Lending, Banking, Underwriting, Commercial Mortgages, Loan Servicing, Customer Service, Reverse Mortgages
Education
Johnson County Community College 1980 — 1990
business and personal interest
Rockhurst University 1982 — 1984
Real Estate Law, Economics
Shawnee Mission North High School
Graduate, College Prep
Jerry Lloyd's Cohen Financial Experience 2011 - 2012
Job Real Estate Consultant at Atlanta Commercial Realty
Industry Real Estate
Experience
Atlanta Commercial Realty June 2013 - Present
Lloyd & Associates LLC January 1996 - February 2013
Cohen Financial 2011 - 2012
Capital Servicing 2001 - 2006
Skills
Asset Managment, Real Estate, Real Estate Economics, Disposition, Investment Properties, Banking, Real Estate Financing, REO, Asset Management, Due Diligence, Real Estate Transactions, Portfolio Management, Residential Homes, Property Management, Valuation, Management, Credit, Sellers, Selling, Loans, Commercial Real Estate, Leases, Analysis, Strategy, Single Family Homes, Real Estate Development, Apartments, Investments, Brokerage, Foreclosures, Mortgage Lending, Corporate Real Estate, Dispositions, Rentals, Investors, Loan Origination, Property, Appraisals, Real Property, Private Equity, Financial Structuring, Finance, Sales, Underwriting, Commercial Mortgages, Short Sales, Contract Negotiation, Negotiation, Financial Analysis, Marketing
Education
Georgia Southwestern State University 1974 — 1976
Bachelors, Finance
Atlanta Commercial Realty June 2013 - Present
Lloyd & Associates LLC January 1996 - February 2013
Cohen Financial 2011 - 2012
Capital Servicing 2001 - 2006
Skills
Asset Managment, Real Estate, Real Estate Economics, Disposition, Investment Properties, Banking, Real Estate Financing, REO, Asset Management, Due Diligence, Real Estate Transactions, Portfolio Management, Residential Homes, Property Management, Valuation, Management, Credit, Sellers, Selling, Loans, Commercial Real Estate, Leases, Analysis, Strategy, Single Family Homes, Real Estate Development, Apartments, Investments, Brokerage, Foreclosures, Mortgage Lending, Corporate Real Estate, Dispositions, Rentals, Investors, Loan Origination, Property, Appraisals, Real Property, Private Equity, Financial Structuring, Finance, Sales, Underwriting, Commercial Mortgages, Short Sales, Contract Negotiation, Negotiation, Financial Analysis, Marketing
Education
Georgia Southwestern State University 1974 — 1976
Bachelors, Finance
Jason Silvey's Cohen Financial Experience May 2015 - Present
Job Supervisor Asset Management at Cohen Financial
Industry Real Estate
Experience
Cohen Financial May 2015 - Present
Cohen Financial August 2014 - Present
KeyBank Real Estate Capital February 2011 - August 2014
KeyBank Real Estate Capital May 2010 - February 2011
Property Valuation Services January 2006 - October 2009
Bill Beazley Homes Inc. October 2004 - January 2006
Skills
CMBS, Real Estate Economics, Real Estate Financing, Commercial Mortgages, Loan Servicing, Real Estate, Asset Managment, Loans, Commercial Real Estate, Mortgage Banking, Valuation, Investments, Credit Analysis, Credit Risk, Asset Management
Education
University of Georgia - Terry College of Business 2000 — 2003
BBA, Real Estate
Cohen Financial May 2015 - Present
Cohen Financial August 2014 - Present
KeyBank Real Estate Capital February 2011 - August 2014
KeyBank Real Estate Capital May 2010 - February 2011
Property Valuation Services January 2006 - October 2009
Bill Beazley Homes Inc. October 2004 - January 2006
Skills
CMBS, Real Estate Economics, Real Estate Financing, Commercial Mortgages, Loan Servicing, Real Estate, Asset Managment, Loans, Commercial Real Estate, Mortgage Banking, Valuation, Investments, Credit Analysis, Credit Risk, Asset Management
Education
University of Georgia - Terry College of Business 2000 — 2003
BBA, Real Estate
Sean Devine's Cohen Financial Experience September 2001 - March 2003
Job Director, Acquisitions at Brauvin Real Estate
Industry Real Estate
Experience
Brauvin Real Estate June 2014 - Present
Newport Capital Partners October 2011 - May 2014
American Realty Advisors August 2010 - October 2011
RREEF May 2005 - January 2009
CenterPoint Properties March 2003 - May 2005
Cohen Financial September 2001 - March 2003
Skills
Investments, Investment Properties, Finance, Real Estate Economics, Disposition, Real Estate Development, Real Estate, Real Estate Transactions, Asset Management, Leases, Valuation, Property Management, Brokerage, Commercial Real Estate, Due Diligence
Education
Loyola University Chicago School of Law 1998 — 2001
Juris Doctorate
University of Iowa 1994 — 1998
BBA, Finance
Brauvin Real Estate June 2014 - Present
Newport Capital Partners October 2011 - May 2014
American Realty Advisors August 2010 - October 2011
RREEF May 2005 - January 2009
CenterPoint Properties March 2003 - May 2005
Cohen Financial September 2001 - March 2003
Skills
Investments, Investment Properties, Finance, Real Estate Economics, Disposition, Real Estate Development, Real Estate, Real Estate Transactions, Asset Management, Leases, Valuation, Property Management, Brokerage, Commercial Real Estate, Due Diligence
Education
Loyola University Chicago School of Law 1998 — 2001
Juris Doctorate
University of Iowa 1994 — 1998
BBA, Finance
Joseph Hevey's Cohen Financial Experience April 2008 - June 2012
Job Sr V P at Berkadia Commercial Mortgage LLC
Industry Real Estate
Experience
Berkadia June 2012 - Present
Cohen Financial April 2008 - June 2012
Holiday Fenoglio Fowler 1994 - 2008
Harbor Financial Advisors 1991 - 1994
J E Robert Co 1988 - 1991
Bright Banc September 1985 - February 1988
Old Stone Bank 1980 - 1985
Old Colony-Newport Natl Bank 1970 - 1981
Skills
Real Estate Economics, Real Estate, Real Estate Development, Valuation, Dispositions, Due Diligence, Asset Management, Commercial Real Estate, Real Estate Transactions, Investment Properties, Portfolio Management
Education
Berklee College of Music 1969 — 1970
Percussion Major
Bryant University
B.S., Management
Berkadia June 2012 - Present
Cohen Financial April 2008 - June 2012
Holiday Fenoglio Fowler 1994 - 2008
Harbor Financial Advisors 1991 - 1994
J E Robert Co 1988 - 1991
Bright Banc September 1985 - February 1988
Old Stone Bank 1980 - 1985
Old Colony-Newport Natl Bank 1970 - 1981
Skills
Real Estate Economics, Real Estate, Real Estate Development, Valuation, Dispositions, Due Diligence, Asset Management, Commercial Real Estate, Real Estate Transactions, Investment Properties, Portfolio Management
Education
Berklee College of Music 1969 — 1970
Percussion Major
Bryant University
B.S., Management
Joshua Cato's Cohen Financial Experience March 2009 - April 2015
Job Transactions Underwriter at KeyBank Real Estate Capital
Industry Financial Services
Experience
KeyBank Real Estate Capital May 2015 - Present
Cohen Financial March 2009 - April 2015
KeyBank Real Estate Capital July 2005 - March 2009
Midland Loan Services November 2000 - September 2004
Skills
Loan Servicing, CMBS, Loans, Securitization, Financial Structuring, Commercial Real Estate, Real Estate, Due Diligence, Investors, Credit, Commercial Lending, Real Estate Economics, Mortgage Servicing, Portfolio Management, Asset Management, Commercial Mortgages, Funding, Mortgage Lending
Education
Columbia College 1999 — 2001
BA, Business Administration
KeyBank Real Estate Capital May 2015 - Present
Cohen Financial March 2009 - April 2015
KeyBank Real Estate Capital July 2005 - March 2009
Midland Loan Services November 2000 - September 2004
Skills
Loan Servicing, CMBS, Loans, Securitization, Financial Structuring, Commercial Real Estate, Real Estate, Due Diligence, Investors, Credit, Commercial Lending, Real Estate Economics, Mortgage Servicing, Portfolio Management, Asset Management, Commercial Mortgages, Funding, Mortgage Lending
Education
Columbia College 1999 — 2001
BA, Business Administration
Judith Steinmetz's Cohen Financial Experience 1999 - 2009
Job Executive Assistant at Andersen Tax
Industry Executive Office
Experience
Andersen Tax March 2012 - Present
OfficeTeam for WTAS (now Andersen Tax) October 2011 - March 2012
Elder Financial Protection Network June 2010 - February 2011
Cohen Financial 1999 - 2009
E. S. Merriman & Sons 1989 - 1999
Liberty Electronics 1985 - 1989
Skills
Internet Research, Editing, Formatting, Proofreading, Online Research, Office Equipment, Event Management, Office Management, Public Speaking, Human Resources, Mail Merge, Event Planning, Research, Training, Outlook, Customer Service, Microsoft Excel
Education
San Francisco State University
M.S., Career Counseling
Andersen Tax March 2012 - Present
OfficeTeam for WTAS (now Andersen Tax) October 2011 - March 2012
Elder Financial Protection Network June 2010 - February 2011
Cohen Financial 1999 - 2009
E. S. Merriman & Sons 1989 - 1999
Liberty Electronics 1985 - 1989
Skills
Internet Research, Editing, Formatting, Proofreading, Online Research, Office Equipment, Event Management, Office Management, Public Speaking, Human Resources, Mail Merge, Event Planning, Research, Training, Outlook, Customer Service, Microsoft Excel
Education
San Francisco State University
M.S., Career Counseling
Josh Neely's Cohen Financial Experience February 2011 - Present
Job Associate at Cohen Financial
Industry Real Estate
Experience
Cohen Financial February 2011 - Present
Colliers International Valuation & Advisory Services January 2006 - December 2013
Mixer Publishing March 2011 - February 2012
Flatmancrooked Publishing June 2009 - May 2011
Skills
Editing, Valuation, Research, Real Estate, Financial Analysis, Microsoft Excel, Copy Editing, Market Research, Microsoft Office, Commercial Real Estate, Proofreading, Financial Modeling, Adobe Creative Suite, Customer Service, Graphic Design, Analysis, InDesign, Marketing, Blogging
Education
CSU Sacramento 2006 — 2009
MA, English (Creative Writing)
CSU Sacramento 2002 — 2004
Bachelor of Arts (BA), English Language and Literature, General
Cohen Financial February 2011 - Present
Colliers International Valuation & Advisory Services January 2006 - December 2013
Mixer Publishing March 2011 - February 2012
Flatmancrooked Publishing June 2009 - May 2011
Skills
Editing, Valuation, Research, Real Estate, Financial Analysis, Microsoft Excel, Copy Editing, Market Research, Microsoft Office, Commercial Real Estate, Proofreading, Financial Modeling, Adobe Creative Suite, Customer Service, Graphic Design, Analysis, InDesign, Marketing, Blogging
Education
CSU Sacramento 2006 — 2009
MA, English (Creative Writing)
CSU Sacramento 2002 — 2004
Bachelor of Arts (BA), English Language and Literature, General
Andre Bailey's Cohen Financial Experience March 2010 - Present
Job Vice President, Capital Markets at Cohen Financial
Industry Financial Services
Experience
Cohen Financial March 2010 - Present
Pacific Coast Mortgage May 2007 - March 2010
Education
Arizona State University - W. P. Carey School of Business
Finance
Cohen Financial March 2010 - Present
Pacific Coast Mortgage May 2007 - March 2010
Education
Arizona State University - W. P. Carey School of Business
Finance
Diane Valha's Cohen Financial Experience January 2003 - Present
Job Senior Executive Administrative Assistant at Cohen Financial
Industry Real Estate
Experience
Cohen Financial January 2003 - Present
Cohen Financial January 1998 - January 2003
BTI 1994 - 1997
Skills
Commercial Real Estate, Event Planning, Outlook, Microsoft Excel, Recruiting
Education
Shippensburg University of Pennsylvania 1984 — 1988
BA, Psychology
Cohen Financial January 2003 - Present
Cohen Financial January 1998 - January 2003
BTI 1994 - 1997
Skills
Commercial Real Estate, Event Planning, Outlook, Microsoft Excel, Recruiting
Education
Shippensburg University of Pennsylvania 1984 — 1988
BA, Psychology
Howard Taft's Cohen Financial Experience 2000 - 2009
Job Senior Managing Director, Aztec Group, Inc.
Industry Real Estate
Experience
Aztec Group, Inc. April 2009 - Present
Cohen Financial 2000 - 2009
Holliday Fenoglio Fowler 1990 - 2000
Continental Real Estate Companies 1985 - 1990
Skills
Financing for..., Debt, Equity, Bridge,..., Debt and Equity for..., Arrange Joint Venture..., Co-Investment with..., Real Estate, Apartments, Financial Analysis, Refinance, Commercial Real Estate, Asset Management, Real Estate Financing, Valuation, Tenant, Finance, Mortgage Lending, Joint Ventures, Condos, Investments, Mezzanine, Brokerage, Property, Real Estate Development, Mergers & Acquisitions, Mixed-use, Portfolio Management, Analysis, Disposition, Sales, Equities, Management, Investment Properties, Location Intelligence, Residential Homes, Real Estate Economics, Financial Services, Leases, Financial Modeling, Sellers, Loans, Real Estate Transactions, Shopping Centers, Feasibility Studies, Retail, Due Diligence, Loan Origination, Mortgage Banking, Appraisals, Property Management, Accounting
Education
University of Florida 1969 — 1973
BSBA, Real Estate Development
Aztec Group, Inc. April 2009 - Present
Cohen Financial 2000 - 2009
Holliday Fenoglio Fowler 1990 - 2000
Continental Real Estate Companies 1985 - 1990
Skills
Financing for..., Debt, Equity, Bridge,..., Debt and Equity for..., Arrange Joint Venture..., Co-Investment with..., Real Estate, Apartments, Financial Analysis, Refinance, Commercial Real Estate, Asset Management, Real Estate Financing, Valuation, Tenant, Finance, Mortgage Lending, Joint Ventures, Condos, Investments, Mezzanine, Brokerage, Property, Real Estate Development, Mergers & Acquisitions, Mixed-use, Portfolio Management, Analysis, Disposition, Sales, Equities, Management, Investment Properties, Location Intelligence, Residential Homes, Real Estate Economics, Financial Services, Leases, Financial Modeling, Sellers, Loans, Real Estate Transactions, Shopping Centers, Feasibility Studies, Retail, Due Diligence, Loan Origination, Mortgage Banking, Appraisals, Property Management, Accounting
Education
University of Florida 1969 — 1973
BSBA, Real Estate Development
Greg Newman's Cohen Financial Experience February 2013 - October 2014
Job EVP Bank of the Ozarks
Industry Real Estate
Experience
Bank of the Ozarks October 2014 - Present
Cohen Financial February 2013 - October 2014
RCG Longview October 2011 - June 2012
New Oak Realty Capital October 2010 - October 2011
iStar Financial July 2007 - September 2010
Fremont Investment & Loan May 2002 - July 2007
Hodges Ward Elliott January 2001 - May 2002
Heller Real Estate May 1986 - December 2000
Skills
Real Estate Economics, Loans, Disposition, REO, Construction Loans, Debt Restructuring, Commercial Mortgages, Financial Structuring, Structured Finance, Real Estate Financing, Shopping Centers, Apartments, Banking, Real Estate Development, Asset Management, Valuation, Commercial Real Estate, Loan Origination, Real Estate Transactions, Real Estate, Investment Properties, Real Estate Private..., Loan Modifications, Mezzanine, Capital Markets, Investments, Underwriting, Acquisitions, Due Diligence, Commercial Lending, CMBS, Leases, Portfolio Management
Education
Auburn University 1983 — 1984
Business, Finance
Bank of the Ozarks October 2014 - Present
Cohen Financial February 2013 - October 2014
RCG Longview October 2011 - June 2012
New Oak Realty Capital October 2010 - October 2011
iStar Financial July 2007 - September 2010
Fremont Investment & Loan May 2002 - July 2007
Hodges Ward Elliott January 2001 - May 2002
Heller Real Estate May 1986 - December 2000
Skills
Real Estate Economics, Loans, Disposition, REO, Construction Loans, Debt Restructuring, Commercial Mortgages, Financial Structuring, Structured Finance, Real Estate Financing, Shopping Centers, Apartments, Banking, Real Estate Development, Asset Management, Valuation, Commercial Real Estate, Loan Origination, Real Estate Transactions, Real Estate, Investment Properties, Real Estate Private..., Loan Modifications, Mezzanine, Capital Markets, Investments, Underwriting, Acquisitions, Due Diligence, Commercial Lending, CMBS, Leases, Portfolio Management
Education
Auburn University 1983 — 1984
Business, Finance
Tracie Boman's Cohen Financial Experience September 2015 - Present
Job Sr Loan Aministrator
Industry Real Estate
Experience
Cohen Financial September 2015 - Present
Cohen Financial April 2014 - September 2015
Bank of Amercia November 2012 - April 2014
Bank of America June 2011 - October 2012
Bank of America July 2010 - June 2011
Berkadia Commercial Mortgage LLC January 2010 - April 2010
Capmark Finance Co. August 2000 - January 2010
Capmark Finance, Inc January 2001 - January 2007
BESTWorld Associates January 2000 - January 2001
TIG Insurance Company January 1996 - January 2000
Skills
Customer Service, Portfolio Management, Training, Outlook, Management, Loans, Strategic Planning, Microsoft Excel, Risk Management, Banking, Real Estate, Financial Analysis, Finance, Call Centers, Mortgage Banking, Coaching, Time Management, Commercial Mortgages, Mortgage Servicing, Asset Management, Relationship Management, Microsoft Office, Loan Servicing, Team Building, Mortgage Lending
Education
Southeastern Oklahoma State University 1988 — 1992
Bachelor of Science, Criminal Justice / Office Administration
Cohen Financial September 2015 - Present
Cohen Financial April 2014 - September 2015
Bank of Amercia November 2012 - April 2014
Bank of America June 2011 - October 2012
Bank of America July 2010 - June 2011
Berkadia Commercial Mortgage LLC January 2010 - April 2010
Capmark Finance Co. August 2000 - January 2010
Capmark Finance, Inc January 2001 - January 2007
BESTWorld Associates January 2000 - January 2001
TIG Insurance Company January 1996 - January 2000
Skills
Customer Service, Portfolio Management, Training, Outlook, Management, Loans, Strategic Planning, Microsoft Excel, Risk Management, Banking, Real Estate, Financial Analysis, Finance, Call Centers, Mortgage Banking, Coaching, Time Management, Commercial Mortgages, Mortgage Servicing, Asset Management, Relationship Management, Microsoft Office, Loan Servicing, Team Building, Mortgage Lending
Education
Southeastern Oklahoma State University 1988 — 1992
Bachelor of Science, Criminal Justice / Office Administration
Nick Gonzalez's Cohen Financial Experience September 1998 - March 2007
Job President at GRC Capital, Inc.
Industry Commercial Real Estate
Experience
GRC Capital, Inc. April 2007 - Present
Cohen Financial September 1998 - March 2007
JPMorgan Chase March 1994 - August 1998
First Interstate Bank (now Wells Fargo) 1992 - 1994
Pacific Southwest Bank 1990 - 1992
Texas American Bank 1987 - 1990
Skills
Commercial Real Estate, Management, Mezzanine, Due Diligence, Investment Properties, Real Estate, Dispositions, Real Estate Development, Real Estate Transactions, Disposition, Asset Management, Real Estate Economics, Loan Origination
Education
Texas A&M University 1982 — 1986
BBA, Finance
GRC Capital, Inc. April 2007 - Present
Cohen Financial September 1998 - March 2007
JPMorgan Chase March 1994 - August 1998
First Interstate Bank (now Wells Fargo) 1992 - 1994
Pacific Southwest Bank 1990 - 1992
Texas American Bank 1987 - 1990
Skills
Commercial Real Estate, Management, Mezzanine, Due Diligence, Investment Properties, Real Estate, Dispositions, Real Estate Development, Real Estate Transactions, Disposition, Asset Management, Real Estate Economics, Loan Origination
Education
Texas A&M University 1982 — 1986
BBA, Finance
Neal Churney, CCIM's Cohen Financial Experience May 2015 - Present
Job Managing Director at Cohen Financial
Industry Real Estate
Experience
Cohen Financial May 2015 - Present
CCIM Institute 2003 - Present
Walker & Dunlop November 2014 - May 2015
Johnson Capital July 2010 - October 2014
Skills
CCIM, Commercial Real Estate..., Financial Modeling, Financial Analysis, Market Analysis, Valuation, Commercial Mortgages, Due Diligence, Contract Negotiation, Multi-family, Industrial Buildings, Office, Retail, Underwriting, Investment Properties, Real Estate, Commercial Real Estate, Brokerage, Loans, Real Estate Development, Portfolio Management, Real Estate Transactions, Investments, Property, Leases, Real Estate Economics, Real Estate Financing, Disposition, Dispositions
Education
University of Arizona
Bachelor's degree, Finance, General
Cohen Financial May 2015 - Present
CCIM Institute 2003 - Present
Walker & Dunlop November 2014 - May 2015
Johnson Capital July 2010 - October 2014
Skills
CCIM, Commercial Real Estate..., Financial Modeling, Financial Analysis, Market Analysis, Valuation, Commercial Mortgages, Due Diligence, Contract Negotiation, Multi-family, Industrial Buildings, Office, Retail, Underwriting, Investment Properties, Real Estate, Commercial Real Estate, Brokerage, Loans, Real Estate Development, Portfolio Management, Real Estate Transactions, Investments, Property, Leases, Real Estate Economics, Real Estate Financing, Disposition, Dispositions
Education
University of Arizona
Bachelor's degree, Finance, General
Ramesh Kanthilal's Cohen Financial Experience June 2013 - August 2013
Job Senior Real Estate Analyst at Pacific Life
Industry Real Estate
Experience
Cohen Financial June 2013 - August 2013
RK Consulting June 2006 - August 2012
Alliance Equities, LLC September 2004 - June 2006
Hallmark & Johnson Properties, LLC August 2002 - September 2004
Education
University of Wisconsin-Madison 2012 — 2014
MBA, Graaskamp Center for Real Estate
University of Illinois at Urbana-Champaign 1998 — 2002
BA, Finance and Economics
Cohen Financial June 2013 - August 2013
RK Consulting June 2006 - August 2012
Alliance Equities, LLC September 2004 - June 2006
Hallmark & Johnson Properties, LLC August 2002 - September 2004
Education
University of Wisconsin-Madison 2012 — 2014
MBA, Graaskamp Center for Real Estate
University of Illinois at Urbana-Champaign 1998 — 2002
BA, Finance and Economics
Linda D'Ambrosio's Cohen Financial Experience August 2006 - August 2009
Job Consultant at OP Compliance Partners, LLC
Industry Commercial Real Estate
Experience
OP Compliance Partners, LLC August 2011 - Present
Cohen Financial August 2006 - August 2009
David Mason & Associates November 2005 - June 2006
Bowman, Barrett & Associates June 1999 - October 2005
Education
DePaul University
Master of Business Administration (MBA), Real Estate
University of Illinois at Urbana-Champaign
Bachelor of Engineering (B.Eng.), Civil Engineering
OP Compliance Partners, LLC August 2011 - Present
Cohen Financial August 2006 - August 2009
David Mason & Associates November 2005 - June 2006
Bowman, Barrett & Associates June 1999 - October 2005
Education
DePaul University
Master of Business Administration (MBA), Real Estate
University of Illinois at Urbana-Champaign
Bachelor of Engineering (B.Eng.), Civil Engineering
Jami Sabin's Cohen Financial Experience October 2014 - Present
Job Midland Loan Services Loan Administration Group
Industry Banking
Experience
Cohen Financial October 2014 - Present
Midland Loan Services September 2011 - Present
ThyssenKrupp Access Corporation January 2009 - September 2011
Sprint Nextel 2004 - 2008
Skills
Contract Negotiation, Credit, Cross-functional Team..., Microsoft Excel, Process Improvement
Education
Pittsburg State University 1995 — 1997
Art Education
Pittsburg State University 1995 — 1997
Art Education
Cohen Financial October 2014 - Present
Midland Loan Services September 2011 - Present
ThyssenKrupp Access Corporation January 2009 - September 2011
Sprint Nextel 2004 - 2008
Skills
Contract Negotiation, Credit, Cross-functional Team..., Microsoft Excel, Process Improvement
Education
Pittsburg State University 1995 — 1997
Art Education
Pittsburg State University 1995 — 1997
Art Education
Vince Beckett's Cohen Financial Experience May 2011 - Present
Job Vice President / CFO at Pillar Cohen Financial
Industry Commercial Real Estate
Experience
Cohen Financial May 2011 - Present
Midland Loan Services October 1997 - April 2011
Skills
CMBS, Real Estate Economics, Commercial Real Estate, Financial Analysis, Asset Management, Due Diligence, Portfolio Management, Real Estate, Loans, Valuation, Banking, Commercial Mortgages, Investments, Corporate Finance, Brokerage
Education
Missouri Southern State University 1983 — 1987
Bachelor of Business Administration (BBA), Accounting and Computer Science
Rockhurst University
Master's degree, Finance
Cohen Financial May 2011 - Present
Midland Loan Services October 1997 - April 2011
Skills
CMBS, Real Estate Economics, Commercial Real Estate, Financial Analysis, Asset Management, Due Diligence, Portfolio Management, Real Estate, Loans, Valuation, Banking, Commercial Mortgages, Investments, Corporate Finance, Brokerage
Education
Missouri Southern State University 1983 — 1987
Bachelor of Business Administration (BBA), Accounting and Computer Science
Rockhurst University
Master's degree, Finance
Edward Arcamonte's Cohen Financial Experience March 2003 - March 2005
Job Real Estate Professional
Industry Real Estate
Experience
NSGI Construction, Inc. June 2006 - May 2011
Coscan Homes June 2005 - May 2006
Coscan Homes June 2005 - May 2006
Cohen Financial March 2003 - March 2005
Holliday Fenoglio Fowler April 1999 - February 2003
Legg Mason Real Estate Services, Inc April 1994 - April 1997
Education
Florida International University - College of Business Administration 1989 — 1991
BS, Finance
NSGI Construction, Inc. June 2006 - May 2011
Coscan Homes June 2005 - May 2006
Coscan Homes June 2005 - May 2006
Cohen Financial March 2003 - March 2005
Holliday Fenoglio Fowler April 1999 - February 2003
Legg Mason Real Estate Services, Inc April 1994 - April 1997
Education
Florida International University - College of Business Administration 1989 — 1991
BS, Finance
Orlan Davies's Cohen Financial Experience June 2012 - August 2012
Job Associate at ClearLight Partners
Industry Financial Services
Experience
ClearLight Partners August 2015 - Present
Intrepid Investment Bankers LLC July 2013 - July 2015
Claremont McKenna College August 2011 - May 2013
Smart Eval February 2011 - April 2013
Associated Students of Claremont McKenna College September 2011 - December 2012
Cohen Financial June 2012 - August 2012
Claremont McKenna College May 2011 - May 2012
Good Morning CMC January 2011 - May 2012
Claremont McKenna College September 2010 - May 2012
Skills
Microsoft Office, Investment Banking, Corporate Finance, Java, Research, Financial Analysis, Public Speaking, Powershell, VBA, Ruby, Statistics, Leadership, Mergers & Acquisitions, Valuation
Education
Claremont McKenna College 2010 — 2013
B.A, Economics and Computer Science
St Andrews School
Tuxedo Park School
ClearLight Partners August 2015 - Present
Intrepid Investment Bankers LLC July 2013 - July 2015
Claremont McKenna College August 2011 - May 2013
Smart Eval February 2011 - April 2013
Associated Students of Claremont McKenna College September 2011 - December 2012
Cohen Financial June 2012 - August 2012
Claremont McKenna College May 2011 - May 2012
Good Morning CMC January 2011 - May 2012
Claremont McKenna College September 2010 - May 2012
Skills
Microsoft Office, Investment Banking, Corporate Finance, Java, Research, Financial Analysis, Public Speaking, Powershell, VBA, Ruby, Statistics, Leadership, Mergers & Acquisitions, Valuation
Education
Claremont McKenna College 2010 — 2013
B.A, Economics and Computer Science
St Andrews School
Tuxedo Park School
Mary Anne Bailey's Cohen Financial Experience February 2013 - March 2014
Job Senior Loan Servicing Analyst at Midland Loan Services
Industry Financial Services
Experience
Midland Loan Services March 2014 - Present
Cohen Financial February 2013 - March 2014
Midland Loan Services 1996 - 2000
Firstar Bank 1994 - 1995
Fort Wayne National Bank 1993 - 1994
Skills
Financial Analysis, Capital Markets, Portfolio Management, Credit Analysis, Financial Modeling, Asset Managment, Valuation, Underwriting, Structured Finance, Due Diligence, Financial Structuring, Commercial Mortgages, CMBS
Education
Purdue University
Bachelor of Science (BS), Management/Finance
Midland Loan Services March 2014 - Present
Cohen Financial February 2013 - March 2014
Midland Loan Services 1996 - 2000
Firstar Bank 1994 - 1995
Fort Wayne National Bank 1993 - 1994
Skills
Financial Analysis, Capital Markets, Portfolio Management, Credit Analysis, Financial Modeling, Asset Managment, Valuation, Underwriting, Structured Finance, Due Diligence, Financial Structuring, Commercial Mortgages, CMBS
Education
Purdue University
Bachelor of Science (BS), Management/Finance
Anjali Sakhrani's Cohen Financial Experience June 2011 - August 2011
Job
Industry
Experience
Obama for America September 2012 - November 2012
Merrill Lynch September 2011 - December 2011
Cohen Financial June 2011 - August 2011
Education
Babson College 2008 — 2012
Bachelor of Science (BS), Economics
Obama for America September 2012 - November 2012
Merrill Lynch September 2011 - December 2011
Cohen Financial June 2011 - August 2011
Education
Babson College 2008 — 2012
Bachelor of Science (BS), Economics
Kelly Hafenstein's Cohen Financial Experience July 2014 - Present
Job Portfolio Surveillance Supervisor at Cohen Financial
Industry Commercial Real Estate
Experience
Cohen Financial July 2014 - Present
Cohen Financial August 2012 - July 2014
Cohen Financial January 2010 - August 2012
U.S. Bank June 2006 - January 2010
Skills
Credit Analysis, Microsoft Excel, Microsoft Word, Property Inspections, Financial Analysis, Financial Reporting, Accounting, Commercial Real Estate..., Account Reconciliation, Analysis, Portfolio Management, Asset Management
Education
Kansas State University 2001 — 2005
Bachelor of Science (BS), Business Administration
Cohen Financial July 2014 - Present
Cohen Financial August 2012 - July 2014
Cohen Financial January 2010 - August 2012
U.S. Bank June 2006 - January 2010
Skills
Credit Analysis, Microsoft Excel, Microsoft Word, Property Inspections, Financial Analysis, Financial Reporting, Accounting, Commercial Real Estate..., Account Reconciliation, Analysis, Portfolio Management, Asset Management
Education
Kansas State University 2001 — 2005
Bachelor of Science (BS), Business Administration
Troy Boehm's Cohen Financial Experience March 2015 - Present
Job Investor Reporting Supervisor at Cohen Financial
Industry Financial Services
Experience
Cohen Financial March 2015 - Present
State Street Bank July 2008 - February 2015
State Street Bank July 2001 - July 2008
Skills
Accounting, Financial Analysis, Investments, Management, Financial Services, Financial Reporting, Securities, Mutual Funds, Equities, Process Improvement, Account Reconciliation, Finance, Risk Management, Internal Controls
Education
University of Kansas 1995 — 1999
Bachelor of Science (BS), Accounting and Business Administration
Cohen Financial March 2015 - Present
State Street Bank July 2008 - February 2015
State Street Bank July 2001 - July 2008
Skills
Accounting, Financial Analysis, Investments, Management, Financial Services, Financial Reporting, Securities, Mutual Funds, Equities, Process Improvement, Account Reconciliation, Finance, Risk Management, Internal Controls
Education
University of Kansas 1995 — 1999
Bachelor of Science (BS), Accounting and Business Administration