Cole Capital
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Cole Capital Employees
Employee
Years
Job
Industry
Jason Sells Jason Sells's Cole Capital Experience January 2013 - Present
Job Investment Wholesaler at Cole Capital
Industry Financial Services
Experience
Cole Capital January 2013 - Present
Edward Jones October 2010 - January 2013
State Farm January 2010 - August 2010
Skills
Series 7, Series 63, Life & Health Insurance..., Wealth Management, Retirement Planning, Portfolio Management, Investment Advisory, Financial Planning, Finance, Mutual Funds, Investments, Alternative Investments, Securities
Education
Ball State University 2008 — 2010
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Grace College & Seminary 2006 — 2008
Business, Management, Marketing, and Related Support Services
Cole Capital January 2013 - Present
Edward Jones October 2010 - January 2013
State Farm January 2010 - August 2010
Skills
Series 7, Series 63, Life & Health Insurance..., Wealth Management, Retirement Planning, Portfolio Management, Investment Advisory, Financial Planning, Finance, Mutual Funds, Investments, Alternative Investments, Securities
Education
Ball State University 2008 — 2010
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Grace College & Seminary 2006 — 2008
Business, Management, Marketing, and Related Support Services
Cristina Lombardo-Dreier Cristina Lombardo-Dreier's Cole Capital Experience March 2011 - August 2011
Job Executive Assistant, Lockton
Industry Insurance
Experience
Lockton Companies September 2014 - Present
American Realty Capital Properties August 2011 - September 2014
American Realty Capital Properties September 2012 - March 2014
Cole Capital March 2011 - August 2011
Landstuhl Child Development Center October 2009 - September 2010
Landmark National Bank August 2006 - January 2009
Phil Long Collision Center August 2004 - January 2005
Skills
Microsoft Excel, Outlook, Reynolds & Reynolds, Organization, Time Management, Reynolds, Payroll, Marketing, Budgets, Meeting Planning, Customer Satisfaction, Event Planning, Microsoft Office, Customer Service, Event Management, PowerPoint, Corporate Events, Public Relations, Marketing Strategy, Sales, Strategic Planning, Market Research, Management, Trade Shows, Hospitality, Financial Analysis, Analysis, Social Media Marketing, Social Media, Contract Management, Project Planning, Public Speaking, Contract Negotiation, Leadership, Email Marketing, Training
Education
Grand Canyon University 2011 — 2015
Bachelor's Degree, Business Administration and Management, General, 3.5
Johnson & Wales University 2003 — 2004
none, Marketing
Lockton Companies September 2014 - Present
American Realty Capital Properties August 2011 - September 2014
American Realty Capital Properties September 2012 - March 2014
Cole Capital March 2011 - August 2011
Landstuhl Child Development Center October 2009 - September 2010
Landmark National Bank August 2006 - January 2009
Phil Long Collision Center August 2004 - January 2005
Skills
Microsoft Excel, Outlook, Reynolds & Reynolds, Organization, Time Management, Reynolds, Payroll, Marketing, Budgets, Meeting Planning, Customer Satisfaction, Event Planning, Microsoft Office, Customer Service, Event Management, PowerPoint, Corporate Events, Public Relations, Marketing Strategy, Sales, Strategic Planning, Market Research, Management, Trade Shows, Hospitality, Financial Analysis, Analysis, Social Media Marketing, Social Media, Contract Management, Project Planning, Public Speaking, Contract Negotiation, Leadership, Email Marketing, Training
Education
Grand Canyon University 2011 — 2015
Bachelor's Degree, Business Administration and Management, General, 3.5
Johnson & Wales University 2003 — 2004
none, Marketing
Jeff Lingen's Cole Capital Experience June 2014 - Present
Job Business Intelligence, Analytics & Data Architecture
Industry Capital Markets
Experience
Cole Capital June 2014 - Present
Powerpivotpro.com January 2014 - Present
Food Services of America December 2011 - June 2014
Services Group of America February 2008 - December 2011
Muze Co. June 2007 - January 2008
United One Mtg October 2005 - May 2007
Dynasty Holdings, LLC December 2000 - October 2005
Consultant August 1997 - December 2000
Data Sales Co. June 1995 - August 1997
Skills
Business Intelligence, SharePoint, Analysis Services, Forecasting, Data Warehousing, Data Modeling, Microsoft SQL Server, Financial Analysis, Financial Modeling, Business Analysis, Financial Reporting, T-SQL, Business Analytics, Microsoft Excel, Microsoft Reporting..., Budgets, PowerPivot, MSCE SQL Server, General Ledger, Data Mining, PowerView, Analytics, Cash Flow Forecasting, VBA, Mircosoft Access, Microsoft Dynamics, ERP Implementations, Data Science, Performance Point, Budget, Management Accounting, Microsoft Dynamics ERP, Dynamics AX, Dynamics NAV, Salesforce.com, SAS, Tableau, Management, Agile Project Management, Kanban
Education
Arizona State University 1997 — 2001
B.S., Global Business Administration
Cole Capital June 2014 - Present
Powerpivotpro.com January 2014 - Present
Food Services of America December 2011 - June 2014
Services Group of America February 2008 - December 2011
Muze Co. June 2007 - January 2008
United One Mtg October 2005 - May 2007
Dynasty Holdings, LLC December 2000 - October 2005
Consultant August 1997 - December 2000
Data Sales Co. June 1995 - August 1997
Skills
Business Intelligence, SharePoint, Analysis Services, Forecasting, Data Warehousing, Data Modeling, Microsoft SQL Server, Financial Analysis, Financial Modeling, Business Analysis, Financial Reporting, T-SQL, Business Analytics, Microsoft Excel, Microsoft Reporting..., Budgets, PowerPivot, MSCE SQL Server, General Ledger, Data Mining, PowerView, Analytics, Cash Flow Forecasting, VBA, Mircosoft Access, Microsoft Dynamics, ERP Implementations, Data Science, Performance Point, Budget, Management Accounting, Microsoft Dynamics ERP, Dynamics AX, Dynamics NAV, Salesforce.com, SAS, Tableau, Management, Agile Project Management, Kanban
Education
Arizona State University 1997 — 2001
B.S., Global Business Administration
Ramiro Higuera Ramiro Higuera's Cole Capital Experience February 2014 - Present
Job Internal Wholesaler at Cole Capital
Industry Financial Services
Experience
Cole Capital February 2014 - Present
Vanguard March 2007 - February 2014
Skills
Investments, Mutual Funds, Series 63, Series 7, Portfolio Management, Asset Management, Series 6, High Net Worth..., ETFs, Asset Allocation, Securities, Investment Strategies, 401k, Retirement Planning, FINRA, Retirement, Finance, IRAs, Alternative Investments, REIT, Sales, Investment Advisory, Relationship Management, Crisis Management
Education
University of Arizona 2001 — 2006
Bachelor of Science (B.S.), Psychology
Cole Capital February 2014 - Present
Vanguard March 2007 - February 2014
Skills
Investments, Mutual Funds, Series 63, Series 7, Portfolio Management, Asset Management, Series 6, High Net Worth..., ETFs, Asset Allocation, Securities, Investment Strategies, 401k, Retirement Planning, FINRA, Retirement, Finance, IRAs, Alternative Investments, REIT, Sales, Investment Advisory, Relationship Management, Crisis Management
Education
University of Arizona 2001 — 2006
Bachelor of Science (B.S.), Psychology
Bonni Howard Bonni Howard's Cole Capital Experience April 2010 - April 2015
Job Investor and Tenant Relations
Industry Investment Management
Experience
Healthcare Trust of America, Inc. March 2015 - Present
Cole Capital April 2010 - April 2015
2009 Niche Focus Group February 2009 - December 2009
Wachovia Securities 2007 - 2009
Govig & Associates 2004 - 2007
Coldwell Banker Bros 2001 - 2003
Hypercom 1998 - 2001
Nutrisystem 1992 - 1997
Skills
Cold Calling, Business Development, Management, Sales, Marketing, Recruiting, Public Speaking, Business Planning, Strategy, Training, Human Resources, Negotiation, Public Relations, Sales Operations, Leadership
Education
Bloomsburg University of Pennsylvania 1998 — 1999
Masters of Science in Instructional Technology
Arizona State University
BS, Communications
Healthcare Trust of America, Inc. March 2015 - Present
Cole Capital April 2010 - April 2015
2009 Niche Focus Group February 2009 - December 2009
Wachovia Securities 2007 - 2009
Govig & Associates 2004 - 2007
Coldwell Banker Bros 2001 - 2003
Hypercom 1998 - 2001
Nutrisystem 1992 - 1997
Skills
Cold Calling, Business Development, Management, Sales, Marketing, Recruiting, Public Speaking, Business Planning, Strategy, Training, Human Resources, Negotiation, Public Relations, Sales Operations, Leadership
Education
Bloomsburg University of Pennsylvania 1998 — 1999
Masters of Science in Instructional Technology
Arizona State University
BS, Communications
Jim Chasteen Jim Chasteen's Cole Capital Experience May 2008 - April 2014
Job Founder, American Spirit Whiskey
Industry Wine and Spirits
Experience
American Spirit Whiskey 2010 - Present
Cole Capital May 2008 - April 2014
Hines 2004 - 2008
Education
The University of Georgia
Bachelor of Business Administration (BBA), Risk Management and Insurance
American Spirit Whiskey 2010 - Present
Cole Capital May 2008 - April 2014
Hines 2004 - 2008
Education
The University of Georgia
Bachelor of Business Administration (BBA), Risk Management and Insurance
Dawn Vespa Dawn Vespa's Cole Capital Experience August 2014 - Present
Job Team Lead, Client Services at Cole Capital
Industry Financial Services
Experience
Cole Capital August 2014 - Present
Cole Capital December 2013 - Present
Cole Capital November 2010 - Present
Charles Schwab December 2009 - September 2010
Genworth Financial April 2008 - December 2009
Vanguard October 2006 - March 2008
Vanguard July 2004 - October 2006
Skills
Effective leadership..., Strong work ethics and..., Proficient in Microsoft..., Account Reconciliation, Finance, Investments, Mutual Funds, Project Planning, Training, Financial Services, Accounting, Customer Service, Series 63
Education
Eastern Illinois University 1997 — 2002
Bachelor of Science (B.S.), Marketing
Cole Capital August 2014 - Present
Cole Capital December 2013 - Present
Cole Capital November 2010 - Present
Charles Schwab December 2009 - September 2010
Genworth Financial April 2008 - December 2009
Vanguard October 2006 - March 2008
Vanguard July 2004 - October 2006
Skills
Effective leadership..., Strong work ethics and..., Proficient in Microsoft..., Account Reconciliation, Finance, Investments, Mutual Funds, Project Planning, Training, Financial Services, Accounting, Customer Service, Series 63
Education
Eastern Illinois University 1997 — 2002
Bachelor of Science (B.S.), Marketing
Kendall Hutchings Kendall Hutchings's Cole Capital Experience April 2013 - March 2015
Job Associate Vice President Griffin Capital Securities, Inc.
Industry Financial Services
Experience
Griffin Capital Securities, Inc. March 2015 - Present
Cole Capital April 2013 - March 2015
Charles Schwab November 2011 - March 2013
Skills
Series 7, Customer Service, Trading, Series 63, Marketing, Advertising, Equities, Investments, Market Research, Salesforce.com, Securities, Microsoft Excel, Sales, Negotiation, Leadership, Asset Management, Bloomberg, Bloomberg Terminal, Economics, Event Planning, Finance, Financial Analysis, Financial Advisory, Options, Portfolio Management, Social Media, Time Management, Alternative Investments, REITs, Emerging Markets, Foreign Markets, Economic Calendar, Financial Accounting
Education
Arizona State University, W. P. Carey School of Business 2008 — 2011
BA, International Business, Communication
Griffin Capital Securities, Inc. March 2015 - Present
Cole Capital April 2013 - March 2015
Charles Schwab November 2011 - March 2013
Skills
Series 7, Customer Service, Trading, Series 63, Marketing, Advertising, Equities, Investments, Market Research, Salesforce.com, Securities, Microsoft Excel, Sales, Negotiation, Leadership, Asset Management, Bloomberg, Bloomberg Terminal, Economics, Event Planning, Finance, Financial Analysis, Financial Advisory, Options, Portfolio Management, Social Media, Time Management, Alternative Investments, REITs, Emerging Markets, Foreign Markets, Economic Calendar, Financial Accounting
Education
Arizona State University, W. P. Carey School of Business 2008 — 2011
BA, International Business, Communication
Cybil Quiroga's Cole Capital Experience October 2011 - August 2015
Job Executive Assistant at Precision Science, Inc.
Industry Pharmaceuticals
Experience
Precision Science, Inc. August 2015 - Present
Cole Capital October 2011 - August 2015
Ace Relocation Systems 2010 - 2011
Marine Bank 2006 - 2010
Skills
Outlook, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Banking, Management, Microsoft Word, Process Improvement, Accounts Payable, Financial Analysis, Time Management, Accounts Receivable, Sales, Administrative..., Lotus Notes, Leadership, Investments, Marketing
Education
Concordia University-Austin 2007 — 2011
Bachelor of Arts (BA), Business Administration and Management, General
Precision Science, Inc. August 2015 - Present
Cole Capital October 2011 - August 2015
Ace Relocation Systems 2010 - 2011
Marine Bank 2006 - 2010
Skills
Outlook, Microsoft Excel, Customer Service, PowerPoint, Microsoft Office, Banking, Management, Microsoft Word, Process Improvement, Accounts Payable, Financial Analysis, Time Management, Accounts Receivable, Sales, Administrative..., Lotus Notes, Leadership, Investments, Marketing
Education
Concordia University-Austin 2007 — 2011
Bachelor of Arts (BA), Business Administration and Management, General
Jack Czerwinski Jack Czerwinski's Cole Capital Experience May 2012 - September 2013
Job Real Estate Representative at The Opus Group®
Industry Real Estate
Experience
The Opus Group® July 2015 - Present
American Realty Capital Properties September 2013 - July 2015
Cole Capital May 2012 - September 2013
CB Richard Ellis May 2011 - August 2011
Merit Partners Inc. May 2010 - August 2010
Sunbelt Holdings January 2009 - May 2009
First Industrial Realty Trust May 2008 - August 2008
Education
Arizona State University 2012 — 2013
Masters of Real Estate Development, Real Estate Development
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor of Arts (BA), Law
The Opus Group® July 2015 - Present
American Realty Capital Properties September 2013 - July 2015
Cole Capital May 2012 - September 2013
CB Richard Ellis May 2011 - August 2011
Merit Partners Inc. May 2010 - August 2010
Sunbelt Holdings January 2009 - May 2009
First Industrial Realty Trust May 2008 - August 2008
Education
Arizona State University 2012 — 2013
Masters of Real Estate Development, Real Estate Development
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor of Arts (BA), Law
Nicki Wilson Nicki Wilson's Cole Capital Experience July 2014 - Present
Job Regional Advisory Consultant at Cole Capital, a VEREIT company
Industry Commercial Real Estate
Experience
Cole Capital July 2014 - Present
Cole Capital December 2013 - Present
Cole Capital November 2010 - December 2013
Wells Fargo January 2007 - November 2010
Roofing Consultants of Arizona June 2003 - January 2007
Skills
Investments, Financial Services, Alternative Investments, Relationship Management, Microsoft Excel, Sales, Series 7, Series 63, Finance
Education
Arizona State University 2006 — 2010
Bachelor of Arts (B.A.), Communication, General
Cole Capital July 2014 - Present
Cole Capital December 2013 - Present
Cole Capital November 2010 - December 2013
Wells Fargo January 2007 - November 2010
Roofing Consultants of Arizona June 2003 - January 2007
Skills
Investments, Financial Services, Alternative Investments, Relationship Management, Microsoft Excel, Sales, Series 7, Series 63, Finance
Education
Arizona State University 2006 — 2010
Bachelor of Arts (B.A.), Communication, General
Christopher Myers Christopher Myers's Cole Capital Experience January 2005 - January 2007
Job CoFounder and CEO at BodeTree
Industry Internet
Experience
BodeTree 2010 - Present
Forbes March 2015 - Present
The Wall Street Journal May 2014 - Present
Apollo Group March 2010 - January 2012
Kotzin Valuation Partners October 2007 - March 2010
Cornerstone Advisors, Inc. January 2007 - October 2007
Cole Capital January 2005 - January 2007
Skills
New Business Development, Business Valuation, Strategy Development, Small Business..., Small Business, Entrepreneurship, Financial Modeling, Strategy, Business Development, Finance, Competitive Analysis, Management, Leadership, Mergers & Acquisitions, Financial Analysis, Analysis, Project Planning, Accounting, Marketing Strategy, Strategic Planning, Start-ups, Organizational Culture
Education
Arizona State University 2003 — 2006
B.S., Finance
Babes-Bolyai University, Cluj-Napoca Romania 2004 — 2004
Certificate, Romanian Language, Accounting, Economics
BodeTree 2010 - Present
Forbes March 2015 - Present
The Wall Street Journal May 2014 - Present
Apollo Group March 2010 - January 2012
Kotzin Valuation Partners October 2007 - March 2010
Cornerstone Advisors, Inc. January 2007 - October 2007
Cole Capital January 2005 - January 2007
Skills
New Business Development, Business Valuation, Strategy Development, Small Business..., Small Business, Entrepreneurship, Financial Modeling, Strategy, Business Development, Finance, Competitive Analysis, Management, Leadership, Mergers & Acquisitions, Financial Analysis, Analysis, Project Planning, Accounting, Marketing Strategy, Strategic Planning, Start-ups, Organizational Culture
Education
Arizona State University 2003 — 2006
B.S., Finance
Babes-Bolyai University, Cluj-Napoca Romania 2004 — 2004
Certificate, Romanian Language, Accounting, Economics
Matt Heihn Matt Heihn's Cole Capital Experience May 2006 - Present
Job SVP Cole Capital
Industry Financial Services
Experience
Cole Capital May 2006 - Present
Skills
Alternative Investments, Mutual Funds, Series 7, Series 63, Investments
Education
Grand Canyon University 2002 — 2005
Bachelor's Degree, Marketing
Cole Capital May 2006 - Present
Skills
Alternative Investments, Mutual Funds, Series 7, Series 63, Investments
Education
Grand Canyon University 2002 — 2005
Bachelor's Degree, Marketing
Aaron Somers's Cole Capital Experience January 2012 - June 2014
Job Vice President, Advertising Compliance at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group June 2014 - Present
Cole Capital January 2012 - June 2014
United Planners Financial Services 2007 - January 2012
Charles Schwab 2003 - 2006
ING Funds February 2002 - November 2003
Sun America Securities 1999 - 2002
Skills
Compliance, Series 7, FINRA, Securities, AML, Series 24, Financial Services, Alternative Investments, Asset Management, Wealth Management, Investments, Investment Advisory
Education
Arizona State University
BSBA, Business
AIG Advisor Group June 2014 - Present
Cole Capital January 2012 - June 2014
United Planners Financial Services 2007 - January 2012
Charles Schwab 2003 - 2006
ING Funds February 2002 - November 2003
Sun America Securities 1999 - 2002
Skills
Compliance, Series 7, FINRA, Securities, AML, Series 24, Financial Services, Alternative Investments, Asset Management, Wealth Management, Investments, Investment Advisory
Education
Arizona State University
BSBA, Business
Auriel Ramsey's Cole Capital Experience May 2013 - September 2013
Job Financial Services
Industry Financial Services
Experience
Private company Business License and Registration AssociateCity of SuwaneeFebruary 2014 - April 2014
Cole Capital May 2013 - September 2013
Amtrust Bank - A Division of New York Community Bank November 2012 - May 2013
Arizona State University - Department of Management October 2010 - April 2012
Pinnacle Bank of Arizona May 2011 - August 2011
Apache Taxi August 2009 - April 2010
Mike Giles Family Karate January 2005 - August 2009
Skills
Customer Service, Credit, Financial Analysis, Microsoft Excel, Leadership, Access, Analysis, Accounts Receivable, Accounting, Microsoft Word, Outlook, Time Management, Budgets, Sales, Program Management, Banking, Team Building, Finance, PowerPoint, Data Analysis
Education
Arizona State University 2009 — 2013
Bachelor of Science (BS), Finance
Denver School of Science and Technology 2005 — 2009
Private company Business License and Registration AssociateCity of SuwaneeFebruary 2014 - April 2014
Cole Capital May 2013 - September 2013
Amtrust Bank - A Division of New York Community Bank November 2012 - May 2013
Arizona State University - Department of Management October 2010 - April 2012
Pinnacle Bank of Arizona May 2011 - August 2011
Apache Taxi August 2009 - April 2010
Mike Giles Family Karate January 2005 - August 2009
Skills
Customer Service, Credit, Financial Analysis, Microsoft Excel, Leadership, Access, Analysis, Accounts Receivable, Accounting, Microsoft Word, Outlook, Time Management, Budgets, Sales, Program Management, Banking, Team Building, Finance, PowerPoint, Data Analysis
Education
Arizona State University 2009 — 2013
Bachelor of Science (BS), Finance
Denver School of Science and Technology 2005 — 2009
Erfan Haroon's Cole Capital Experience August 2013 - Present
Job Regional Advisory Consultant at Cole Capital
Industry Financial Services
Experience
Cole Capital August 2013 - Present
Walton International Group March 2013 - August 2013
Vanguard August 2010 - March 2013
ING Funds October 2009 - August 2010
Arizona State University August 2004 - May 2009
ING Funds June 2008 - July 2008
Merrill Lynch July 2007 - August 2007
Skills
Series 63, Series 7, Uniform Combined State..., Mutual Funds, Bloomberg, Fixed Income, Investments, Equities, Financial Modeling, FINRA, Asset Managment, Derivatives, Financial Analysis, Private Equity, Investment Advisory, Asset Allocation, Analysis, Securities, Alternative Investments, Investment Strategies, 401k, Strategic Financial..., Portfolio Management, Wealth Management, Asset Management, Investment Management
Education
Arizona State University 2004 — 2009
Bachelors of Science Economics, Political Science, International Business
Arizona State University - W. P. Carey School of Business 2004 — 2009
Economics, Political Science, International Business
Detroit Catholic Central HS 2000 — 2004
Cole Capital August 2013 - Present
Walton International Group March 2013 - August 2013
Vanguard August 2010 - March 2013
ING Funds October 2009 - August 2010
Arizona State University August 2004 - May 2009
ING Funds June 2008 - July 2008
Merrill Lynch July 2007 - August 2007
Skills
Series 63, Series 7, Uniform Combined State..., Mutual Funds, Bloomberg, Fixed Income, Investments, Equities, Financial Modeling, FINRA, Asset Managment, Derivatives, Financial Analysis, Private Equity, Investment Advisory, Asset Allocation, Analysis, Securities, Alternative Investments, Investment Strategies, 401k, Strategic Financial..., Portfolio Management, Wealth Management, Asset Management, Investment Management
Education
Arizona State University 2004 — 2009
Bachelors of Science Economics, Political Science, International Business
Arizona State University - W. P. Carey School of Business 2004 — 2009
Economics, Political Science, International Business
Detroit Catholic Central HS 2000 — 2004
Nicole LeMieux's Cole Capital Experience August 2005 - March 2008
Job Director of Marketing at Pacific Medical Buildings (PMB LLC)
Industry Real Estate
Experience
Pacific Medical Buildings (PMB LLC) April 2014 - Present
Davlyn Investments January 2008 - August 2012
Cole Capital August 2005 - March 2008
Crescent Real Estate Equities March 2004 - August 2005
Oakwood Worldwide January 2000 - March 2004
Skills
Marketing Strategy, Proposal Writing, Graphic Design, Social Media Marketing, Adobe Creative Suite, Digital Marketing, Marketing, InDesign, Commercial Real Estate, Budgets, Advertising, Web Design, Contract Negotiation, Email Marketing, Property Management, Real Estate Development, Leases, Real Estate, Lease Negotiations, Investments, Team Building, Customer Service, Project Management, Capital Budgeting, Mergers & Acquisitions, Due Diligence, Financial Reporting, Contract Management, Shopping Centers, Negotiation, Asset Management, Project Planning, Real Estate Investment, Operational Due..., Investor Relations, Real Estate Economics, Construction Management, Financial Analysis, Portfolio Management, Lease Negotiation, Budget Analysis, Investment Properties, Budget Development, Multi-Site Project..., Quality Management, Process Improvement, Logo Design, Tenant, Photoshop, Apartments
Education
University of Westminster 2012 — 2013
Master of Business Administration (MBA), Dissertation: The Impact of Food Scandals on Consumer Purchasing Behavior
Arizona State University
Bachelor of Arts, Anthropology, Business Minor
Pacific Medical Buildings (PMB LLC) April 2014 - Present
Davlyn Investments January 2008 - August 2012
Cole Capital August 2005 - March 2008
Crescent Real Estate Equities March 2004 - August 2005
Oakwood Worldwide January 2000 - March 2004
Skills
Marketing Strategy, Proposal Writing, Graphic Design, Social Media Marketing, Adobe Creative Suite, Digital Marketing, Marketing, InDesign, Commercial Real Estate, Budgets, Advertising, Web Design, Contract Negotiation, Email Marketing, Property Management, Real Estate Development, Leases, Real Estate, Lease Negotiations, Investments, Team Building, Customer Service, Project Management, Capital Budgeting, Mergers & Acquisitions, Due Diligence, Financial Reporting, Contract Management, Shopping Centers, Negotiation, Asset Management, Project Planning, Real Estate Investment, Operational Due..., Investor Relations, Real Estate Economics, Construction Management, Financial Analysis, Portfolio Management, Lease Negotiation, Budget Analysis, Investment Properties, Budget Development, Multi-Site Project..., Quality Management, Process Improvement, Logo Design, Tenant, Photoshop, Apartments
Education
University of Westminster 2012 — 2013
Master of Business Administration (MBA), Dissertation: The Impact of Food Scandals on Consumer Purchasing Behavior
Arizona State University
Bachelor of Arts, Anthropology, Business Minor
Sean Cartee Sean Cartee's Cole Capital Experience March 2011 - December 2011
Job Transporter/Dispatch at HonorHealth
Industry Internet
Experience
HonorHealth April 2015 - Present
ZocDoc September 2013 - December 2013
First Choice Loan Services March 2013 - September 2013
Quicken Loans April 2012 - March 2013
Cole Capital March 2011 - December 2011
Skills
Finance, Loans, Residential Mortgages, Strategic Financial..., CRM, Investments, Financial Markets, Building Relationships, Investment Advisory, Cold Calling, Mortgage Lending, Financial Planning, Client Education, Nuclear Medicine, Medical Terminology, Medical Imaging, Centricity, Injections, Healthcare Information...
Education
Gateway Community College 2014 — 2016
Associate's Degree, Nuclear Medicine Technology
Arizona State University, W. P. Carey School of Business 2009 — 2011
Bachelor of Science (BS), Finance
Scottsdale Community College 2007 — 2009
Associate of Science (A.S.), Business/Commerce, General
HonorHealth April 2015 - Present
ZocDoc September 2013 - December 2013
First Choice Loan Services March 2013 - September 2013
Quicken Loans April 2012 - March 2013
Cole Capital March 2011 - December 2011
Skills
Finance, Loans, Residential Mortgages, Strategic Financial..., CRM, Investments, Financial Markets, Building Relationships, Investment Advisory, Cold Calling, Mortgage Lending, Financial Planning, Client Education, Nuclear Medicine, Medical Terminology, Medical Imaging, Centricity, Injections, Healthcare Information...
Education
Gateway Community College 2014 — 2016
Associate's Degree, Nuclear Medicine Technology
Arizona State University, W. P. Carey School of Business 2009 — 2011
Bachelor of Science (BS), Finance
Scottsdale Community College 2007 — 2009
Associate of Science (A.S.), Business/Commerce, General
Cory Calvert Cory Calvert's Cole Capital Experience September 2014 - January 2015
Job National Sales Advisor, Eagle Capital Markets Group, a division of Griffin Capital Securities, Inc.
Industry Financial Services
Experience
Eagle Capital Markets Group, a division of Griffin Capital Securities, Inc. March 2015 - Present
Cole Capital September 2014 - January 2015
Franklin Square Capital Partners March 2011 - June 2014
Cole Capital May 2009 - February 2011
Grubb & Ellis May 2005 - May 2009
Skills
Series 7, Series 63, Mutual Funds, Alternative Investments, Investments, Securities, Asset Management, Wealth Management, Retirement Planning, Retirement, Fixed Annuities, Portfolio Management
Education
University of Denver - Sturm College of Law 1993 — 1997
JD
Brigham Young University 1985 — 1992
BS, Political Science
Eagle Capital Markets Group, a division of Griffin Capital Securities, Inc. March 2015 - Present
Cole Capital September 2014 - January 2015
Franklin Square Capital Partners March 2011 - June 2014
Cole Capital May 2009 - February 2011
Grubb & Ellis May 2005 - May 2009
Skills
Series 7, Series 63, Mutual Funds, Alternative Investments, Investments, Securities, Asset Management, Wealth Management, Retirement Planning, Retirement, Fixed Annuities, Portfolio Management
Education
University of Denver - Sturm College of Law 1993 — 1997
JD
Brigham Young University 1985 — 1992
BS, Political Science
Alysia Cherry, CFP® Alysia Cherry, CFP®'s Cole Capital Experience January 2011 - June 2013
Job Vice President, Financial Planning and Analysis
Industry Financial Services
Experience
American Realty Capital Properties April 2015 - Present
American Realty Capital Properties July 2009 - April 2015
Cole Real Estate Investments June 2013 - February 2014
Cole Capital January 2011 - June 2013
Cole Capital 2009 - April 2011
Vanguard March 2007 - 2009
The Vanguard Group 2005 - 2009
Vanguard July 2005 - March 2007
Bank of America June 2000 - July 2005
Skills
Strategic Planning, Customer Relations, Excel, Process Improvement, PowerPoint, Mutual Funds, Budgeting, Financial Planning, Word, Mentoring, Financial Analysis, Microsoft Office, Forecasting, Change Management, Research, Financial Reporting, Public Speaking, Analysis, Problem Solving, Microsoft Excel, Strategic Financial..., Customer Service, Sales, Operations Management, Financial Modeling, Budgets
Education
Arizona State University - W. P. Carey School of Business 2001 — 2005
Finance, Finance
American Realty Capital Properties April 2015 - Present
American Realty Capital Properties July 2009 - April 2015
Cole Real Estate Investments June 2013 - February 2014
Cole Capital January 2011 - June 2013
Cole Capital 2009 - April 2011
Vanguard March 2007 - 2009
The Vanguard Group 2005 - 2009
Vanguard July 2005 - March 2007
Bank of America June 2000 - July 2005
Skills
Strategic Planning, Customer Relations, Excel, Process Improvement, PowerPoint, Mutual Funds, Budgeting, Financial Planning, Word, Mentoring, Financial Analysis, Microsoft Office, Forecasting, Change Management, Research, Financial Reporting, Public Speaking, Analysis, Problem Solving, Microsoft Excel, Strategic Financial..., Customer Service, Sales, Operations Management, Financial Modeling, Budgets
Education
Arizona State University - W. P. Carey School of Business 2001 — 2005
Finance, Finance
Josh Morgenstern Josh Morgenstern's Cole Capital Experience January 2013 - December 2013
Job Commercial Investment Advisors
Industry Commercial Real Estate
Experience
Commercial Investment Advisors January 2015 - Present
Wilson Properties January 2014 - January 2015
Cole Capital January 2013 - December 2013
Berkadia August 2012 - January 2013
Florida Coastal School of Law August 2009 - May 2012
Maricopa County January 2012 - April 2012
HUD October 2011 - December 2011
Maricopa County Superior Court June 2010 - August 2010
Westcor September 1999 - April 2008
Evergreen Devco, Inc. 2008 - 2008
Skills
LEED Accredited, Financial Analysis, Real Estate, Contract Negotiation, Legal Writing, Real Estate Development, Outlook, Commercial Real Estate, Legal Research, Real Estate Transactions, Real Estate Economics, Property Management, Leases, Negotiation, Westlaw, Mediation, Public Speaking, Microsoft Office, Contractual Agreements
Education
Florida Coastal School of Law 2009 — 2012
Doctor of Law (J.D.), Law
Arizona State University 2007 — 2008
Master of Real Estate & Development (MRED), Multi-/Interdisciplinary Studies, General
Arizona State University 2000 — 2005
Bachelor of Science (B.S.), Economics
Commercial Investment Advisors January 2015 - Present
Wilson Properties January 2014 - January 2015
Cole Capital January 2013 - December 2013
Berkadia August 2012 - January 2013
Florida Coastal School of Law August 2009 - May 2012
Maricopa County January 2012 - April 2012
HUD October 2011 - December 2011
Maricopa County Superior Court June 2010 - August 2010
Westcor September 1999 - April 2008
Evergreen Devco, Inc. 2008 - 2008
Skills
LEED Accredited, Financial Analysis, Real Estate, Contract Negotiation, Legal Writing, Real Estate Development, Outlook, Commercial Real Estate, Legal Research, Real Estate Transactions, Real Estate Economics, Property Management, Leases, Negotiation, Westlaw, Mediation, Public Speaking, Microsoft Office, Contractual Agreements
Education
Florida Coastal School of Law 2009 — 2012
Doctor of Law (J.D.), Law
Arizona State University 2007 — 2008
Master of Real Estate & Development (MRED), Multi-/Interdisciplinary Studies, General
Arizona State University 2000 — 2005
Bachelor of Science (B.S.), Economics
Francine Tarnow Francine Tarnow's Cole Capital Experience April 2007 - February 2010
Job Administrative Assistant at Mercer
Industry Management Consulting
Experience
Mercer May 2013 - Present
Vanguard April 2011 - May 2013
Cole Capital April 2007 - February 2010
Zila Inc. November 2005 - November 2006
Primary Payment Systems June 2004 - November 2005
Skills
Real Estate, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Team Building, Administrative..., Event Planning, Editing, Budgets, Employee Relations, Microsoft Office, Administration, Time Management, Project Management
Education
Middlesex Community College
Associates, Executive Secretarial
Mercer May 2013 - Present
Vanguard April 2011 - May 2013
Cole Capital April 2007 - February 2010
Zila Inc. November 2005 - November 2006
Primary Payment Systems June 2004 - November 2005
Skills
Real Estate, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Team Building, Administrative..., Event Planning, Editing, Budgets, Employee Relations, Microsoft Office, Administration, Time Management, Project Management
Education
Middlesex Community College
Associates, Executive Secretarial
John Vekich John Vekich's Cole Capital Experience March 2013 - Present
Job Investment Management and Financial Services Marketing Executive
Industry Financial Services
Experience
Cole Capital March 2013 - Present
Education
Arizona State University 1987 — 1993
BSE/MSE, Industrial Engineering
Cole Capital March 2013 - Present
Education
Arizona State University 1987 — 1993
BSE/MSE, Industrial Engineering
Thomas Perry's Cole Capital Experience January 2013 - Present
Job Director of Product Strategy
Industry Investment Management
Experience
Cole Capital January 2013 - Present
Cole Capital September 2011 - December 2012
MFS Investment Management March 2007 - August 2011
J.P. Morgan January 2006 - March 2007
Morgan Stanley May 2003 - January 2006
Skills
Investments, Series 63, Mutual Funds, Series 7, Sales Presentations, Separately Managed..., Asset Allocation, Series 24, Alternative Investments, FINRA, Team Leadership, Securities, Consultative Selling, Financial Advisory, Financial Markets, Retirement Planning, Investment Strategies, Wealth Management, Annuities, Financial Planning
Education
Massachusetts Institute of Technology 2014 — 2014
Center for Real Estate, Understanding Real Estate Markets
University of Arizona, Eller College of Management 2011 — 2012
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2009 — 2009
Certified Investment Management Analyst (CIMA)
John Cabot University 2001 — 2001
Study Abroad, International Economics and International Marketing
Michigan State University - The Eli Broad School of Business 1999 — 2003
Bachelor of Arts, Business Finance
Cole Capital January 2013 - Present
Cole Capital September 2011 - December 2012
MFS Investment Management March 2007 - August 2011
J.P. Morgan January 2006 - March 2007
Morgan Stanley May 2003 - January 2006
Skills
Investments, Series 63, Mutual Funds, Series 7, Sales Presentations, Separately Managed..., Asset Allocation, Series 24, Alternative Investments, FINRA, Team Leadership, Securities, Consultative Selling, Financial Advisory, Financial Markets, Retirement Planning, Investment Strategies, Wealth Management, Annuities, Financial Planning
Education
Massachusetts Institute of Technology 2014 — 2014
Center for Real Estate, Understanding Real Estate Markets
University of Arizona, Eller College of Management 2011 — 2012
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2009 — 2009
Certified Investment Management Analyst (CIMA)
John Cabot University 2001 — 2001
Study Abroad, International Economics and International Marketing
Michigan State University - The Eli Broad School of Business 1999 — 2003
Bachelor of Arts, Business Finance
Meghan Cocci Meghan Cocci's Cole Capital Experience November 2004 - January 2006
Job Hotel & Leisure Partner at Dentons
Industry Law Practice
Experience
Dentons May 2006 - Present
Squire, Sanders & Dempsey January 2006 - May 2006
Cole Capital November 2004 - January 2006
Squire, Sanders & Dempsey January 2001 - October 2004
Mendelsohn, Oseran & Eisner August 1998 - December 2000
Skills
Hotels, Joint Ventures, Restaurants, Cross-border..., Hospitality Industry, Corporate Law, Management, Food & Beverage, Resorts, Mergers, Luxury, Corporate Governance, Negotiation
Education
University of Arizona, James E. Rogers College of Law 1995 — 1998
JD
The University of Texas at Austin - The Red McCombs School of Business 1991 — 1995
BBA, Finance
Dentons May 2006 - Present
Squire, Sanders & Dempsey January 2006 - May 2006
Cole Capital November 2004 - January 2006
Squire, Sanders & Dempsey January 2001 - October 2004
Mendelsohn, Oseran & Eisner August 1998 - December 2000
Skills
Hotels, Joint Ventures, Restaurants, Cross-border..., Hospitality Industry, Corporate Law, Management, Food & Beverage, Resorts, Mergers, Luxury, Corporate Governance, Negotiation
Education
University of Arizona, James E. Rogers College of Law 1995 — 1998
JD
The University of Texas at Austin - The Red McCombs School of Business 1991 — 1995
BBA, Finance
Courtney Jolicoeur, CPA Courtney Jolicoeur, CPA's Cole Capital Experience January 2012 - February 2014
Job Experienced Accounting Professional
Industry Accounting
Experience
Amazon July 2015 - Present
American Realty Capital Properties November 2014 - July 2015
Cole Capital / American Realty Capital Properties February 2014 - September 2014
Cole Capital January 2012 - February 2014
Cole Capital June 2010 - January 2012
Ernst & Young September 2006 - June 2010
Skills
GAAP, US GAAP, Internal Controls, Financial Reporting, Financial Accounting, SEC filings, Accounting, Auditing, Financial Analysis, Financial Modeling, REIT, Purchase Price..., CPA, Financial Statements, SEC Financial Reporting, Accounting Research, Technical Accounting..., Valuation, Consolidation, Big 4, Leases, Mergers & Acquisitions, S-4, IPO, Business Valuation, Revenue Recognition, Finance
Education
University of Arizona, Eller College of Management 2005 — 2006
Master's degree, Accounting
University of Arizona, Eller College of Management 2001 — 2005
Bachelor's degree, Accounting
Amazon July 2015 - Present
American Realty Capital Properties November 2014 - July 2015
Cole Capital / American Realty Capital Properties February 2014 - September 2014
Cole Capital January 2012 - February 2014
Cole Capital June 2010 - January 2012
Ernst & Young September 2006 - June 2010
Skills
GAAP, US GAAP, Internal Controls, Financial Reporting, Financial Accounting, SEC filings, Accounting, Auditing, Financial Analysis, Financial Modeling, REIT, Purchase Price..., CPA, Financial Statements, SEC Financial Reporting, Accounting Research, Technical Accounting..., Valuation, Consolidation, Big 4, Leases, Mergers & Acquisitions, S-4, IPO, Business Valuation, Revenue Recognition, Finance
Education
University of Arizona, Eller College of Management 2005 — 2006
Master's degree, Accounting
University of Arizona, Eller College of Management 2001 — 2005
Bachelor's degree, Accounting
Kaitlin Myers Kaitlin Myers's Cole Capital Experience October 2012 - September 2013
Job Director of Community Relations and Events at Improv Comedy Club
Industry Restaurants
Experience
Improv Comedy Club August 2015 - Present
Fox Restaurant Concepts September 2013 - June 2015
Cole Capital October 2012 - September 2013
Levy Restaurants February 2011 - October 2012
Girly Girlz Tea & Trinkets October 2007 - July 2011
Skills
Hospitality, Social Media, Marketing, Event Planning, Event Management, Public Relations, Corporate Events, Social Media Marketing, Facebook, Advertising, Time Management, Sales
Education
Grand Canyon University 2010 — 2012
Bachelor of Arts (B.A.), Communication, General
Improv Comedy Club August 2015 - Present
Fox Restaurant Concepts September 2013 - June 2015
Cole Capital October 2012 - September 2013
Levy Restaurants February 2011 - October 2012
Girly Girlz Tea & Trinkets October 2007 - July 2011
Skills
Hospitality, Social Media, Marketing, Event Planning, Event Management, Public Relations, Corporate Events, Social Media Marketing, Facebook, Advertising, Time Management, Sales
Education
Grand Canyon University 2010 — 2012
Bachelor of Arts (B.A.), Communication, General
Barry Plumb Barry Plumb's Cole Capital Experience February 2010 - April 2011
Job IT Manager at CU Realty Services
Industry Computer Software
Experience
CU Realty Services August 2013 - Present
Sogeti April 2011 - August 2013
Cole Capital February 2010 - April 2011
ICM Conversions, Inc. February 2009 - February 2010
CU Realty Services 2005 - 2007
Patchlink 2004 - 2005
iTRACS 2000 - 2004
Leica Microsystems 1992 - 2000
Skills
.NET, Microsoft SQL Server, C#
Education
St. Ambrose University 1984 — 1988
BA, Business
CU Realty Services August 2013 - Present
Sogeti April 2011 - August 2013
Cole Capital February 2010 - April 2011
ICM Conversions, Inc. February 2009 - February 2010
CU Realty Services 2005 - 2007
Patchlink 2004 - 2005
iTRACS 2000 - 2004
Leica Microsystems 1992 - 2000
Skills
.NET, Microsoft SQL Server, C#
Education
St. Ambrose University 1984 — 1988
BA, Business
Nicolle Foster Nicolle Foster's Cole Capital Experience March 2012 - October 2013
Job Regional Coordinator, Private Wealth & Advisory Group at Voya Investment Management
Industry Financial Services
Experience
Voya Investment Management October 2013 - Present
Cole Capital March 2012 - October 2013
ING Investments Distributor October 2007 - December 2010
ING Investments Distributor August 2006 - October 2007
ING Investments Distributor June 2005 - August 2006
Mack Drucker & Watson, P.L.C. February 2004 - May 2005
Skills
Finance, Due Diligence, Mutual Funds
Education
Arizona State University 1998 — 2001
BA, Politcal Science
Phoenix Career College 2003 — 2004
Certification, Paralegal
Voya Investment Management October 2013 - Present
Cole Capital March 2012 - October 2013
ING Investments Distributor October 2007 - December 2010
ING Investments Distributor August 2006 - October 2007
ING Investments Distributor June 2005 - August 2006
Mack Drucker & Watson, P.L.C. February 2004 - May 2005
Skills
Finance, Due Diligence, Mutual Funds
Education
Arizona State University 1998 — 2001
BA, Politcal Science
Phoenix Career College 2003 — 2004
Certification, Paralegal
Candis Bott Candis Bott's Cole Capital Experience May 2015 - Present
Job Vice President, Relationship Management at Cole Capital
Industry Financial Services
Experience
Cole Capital May 2015 - Present
Cole Capital February 2014 - Present
Cole Real Estate Investments May 2011 - Present
Cole Real Estate Investments November 2008 - May 2011
Cole Real Estate Investments November 2007 - November 2008
Cole Real Estate Investments November 2006 - November 2007
UBS April 2005 - November 2006
Hills & Company August 2003 - August 2004
Skills
Excel, PowerPoint, Word, Investments, Finance, Salesforce.com, Financial Analysis, Sales, Insurance, Research, Asset Allocation, Marketing, Economics, Strategic Planning, Sales Management
Education
University of Arizona 1999 — 2003
Bachelors, Economics
University of Arizona 1999 — 2003
Bachelors, Political Science
Cole Capital May 2015 - Present
Cole Capital February 2014 - Present
Cole Real Estate Investments May 2011 - Present
Cole Real Estate Investments November 2008 - May 2011
Cole Real Estate Investments November 2007 - November 2008
Cole Real Estate Investments November 2006 - November 2007
UBS April 2005 - November 2006
Hills & Company August 2003 - August 2004
Skills
Excel, PowerPoint, Word, Investments, Finance, Salesforce.com, Financial Analysis, Sales, Insurance, Research, Asset Allocation, Marketing, Economics, Strategic Planning, Sales Management
Education
University of Arizona 1999 — 2003
Bachelors, Economics
University of Arizona 1999 — 2003
Bachelors, Political Science
Erik Primosch Erik Primosch's Cole Capital Experience January 2013 - Present
Job Senior VP of Major Markets at Cole Capital
Industry Financial Services
Experience
Cole Capital January 2013 - Present
Cole Capital January 2012 - January 2013
Cole Capital June 2008 - January 2012
Pinnacle Security November 2006 - June 2008
Pinnacle Security February 2006 - November 2006
Wells Fargo December 2004 - March 2006
Skills
Series 7, Series 63, Leadership, Selling, Mutual Funds, Management, Separately Managed..., Alternative Investments, Finance, Sales, Customer Retention, Engaging Public Speaker, Sales Rep Training, Sales Management, Recruiting, Account Management, Investments, Team Motivation, Team Building
Education
Marriott School of Management, Brigham Young University Jan. 2004 2006 — 2008
Bachelor of Science, Finance
Brigham Young University 2004 — 2008
Bachelors, Finance
Cole Capital January 2013 - Present
Cole Capital January 2012 - January 2013
Cole Capital June 2008 - January 2012
Pinnacle Security November 2006 - June 2008
Pinnacle Security February 2006 - November 2006
Wells Fargo December 2004 - March 2006
Skills
Series 7, Series 63, Leadership, Selling, Mutual Funds, Management, Separately Managed..., Alternative Investments, Finance, Sales, Customer Retention, Engaging Public Speaker, Sales Rep Training, Sales Management, Recruiting, Account Management, Investments, Team Motivation, Team Building
Education
Marriott School of Management, Brigham Young University Jan. 2004 2006 — 2008
Bachelor of Science, Finance
Brigham Young University 2004 — 2008
Bachelors, Finance
Chuck Wagner Chuck Wagner's Cole Capital Experience August 2006 - January 2007
Job President at Sourcing Link
Industry Financial Services
Experience
Sourcing Link September 2014 - Present
Skyger Resources June 2012 - Present
Odeon Capital January 2013 - March 2014
Baylor College of Medicine May 2012 - August 2012
Eqis Capital Management June 2011 - August 2012
SANDLAPPER Securities, LLC (Member FINRA/SIPC) July 2011 - May 2012
Griffin Capital Securities, Inc. May 2009 - May 2011
Green Hunter Energy January 2009 - May 2009
CORE Realty Holdings, LLC February 2007 - January 2009
Cole Capital August 2006 - January 2007
Skills
Investments, Asset Managment, Alternative Investments, Series 63, Series 7, Asset Allocation, Securities, Portfolio Management, Mutual Funds, Investment Advisory, Finance, Investment Strategies, Asset Management, Wealth Management, Financial Advisory, Series 24, Equities, FINRA, ETFs, Fixed Annuities, Retirement Planning
Education
University of Colorado Boulder 1994 — 1998
BA, Communications
Sourcing Link September 2014 - Present
Skyger Resources June 2012 - Present
Odeon Capital January 2013 - March 2014
Baylor College of Medicine May 2012 - August 2012
Eqis Capital Management June 2011 - August 2012
SANDLAPPER Securities, LLC (Member FINRA/SIPC) July 2011 - May 2012
Griffin Capital Securities, Inc. May 2009 - May 2011
Green Hunter Energy January 2009 - May 2009
CORE Realty Holdings, LLC February 2007 - January 2009
Cole Capital August 2006 - January 2007
Skills
Investments, Asset Managment, Alternative Investments, Series 63, Series 7, Asset Allocation, Securities, Portfolio Management, Mutual Funds, Investment Advisory, Finance, Investment Strategies, Asset Management, Wealth Management, Financial Advisory, Series 24, Equities, FINRA, ETFs, Fixed Annuities, Retirement Planning
Education
University of Colorado Boulder 1994 — 1998
BA, Communications
Jeff Piccinelli Jeff Piccinelli's Cole Capital Experience May 2010 - December 2011
Job Senior Vice President at GE Capital, Corporate Finance
Industry Commercial Real Estate
Experience
BBVA Compass April 2013 - Present
GE Capital, Corporate Finance December 2011 - March 2013
Cole Capital May 2010 - December 2011
GE Capital, Franchise Finance April 2001 - February 2009
GE Capital, Franchise Finance August 1997 - April 2001
NISA Investment Advisors May 1996 - June 1997
Wells Fargo August 1993 - August 1995
Skills
Financial Analysis, Real Estate, Leases, Loans, Retail, Credit, Structuring, Cash Flow, Underwriting, Mergers & Acquisitions, Management, Commercial Real Estate, Financial Structuring, Investments, Acquisitions, Business Strategy, Sales, Financial Modeling
Education
Washington University in St. Louis 1995 — 1996
MBA, Concentration Finance
Arizona State University 1989 — 1993
BS, Finance
BBVA Compass April 2013 - Present
GE Capital, Corporate Finance December 2011 - March 2013
Cole Capital May 2010 - December 2011
GE Capital, Franchise Finance April 2001 - February 2009
GE Capital, Franchise Finance August 1997 - April 2001
NISA Investment Advisors May 1996 - June 1997
Wells Fargo August 1993 - August 1995
Skills
Financial Analysis, Real Estate, Leases, Loans, Retail, Credit, Structuring, Cash Flow, Underwriting, Mergers & Acquisitions, Management, Commercial Real Estate, Financial Structuring, Investments, Acquisitions, Business Strategy, Sales, Financial Modeling
Education
Washington University in St. Louis 1995 — 1996
MBA, Concentration Finance
Arizona State University 1989 — 1993
BS, Finance
Marc Pace, MBA Marc Pace, MBA's Cole Capital Experience July 2014 - Present
Job Internal Wholesaler at Cole Capital
Industry Financial Services
Experience
Cole Capital July 2014 - Present
Vanguard May 2012 - July 2014
Vanguard April 2008 - April 2012
Vanguard November 2006 - March 2008
Vanguard April 2006 - October 2006
Bandon Dunes Golf Resort May 2005 - December 2005
Skills
Series 7, Series 63, Series 6, Investments, Asset Allocation, Retirement, Retirement Planning, Mutual Funds, ETFs, Financial Analysis, Defined Benefit, Defined Contribution, Wealth Management, 401k, Investment Strategies, FINRA, Investment Advisory, Financial Services, Business Development, IRAs, High Net Worth...
Education
Arizona State University, W. P. Carey School of Business 2011 — 2013
Master of Business Administration (MBA), Entrepreneurial and Small Business Operations
Arizona State University 2001 — 2005
BS, Agribusiness/Agricultural Business Operations
Cole Capital July 2014 - Present
Vanguard May 2012 - July 2014
Vanguard April 2008 - April 2012
Vanguard November 2006 - March 2008
Vanguard April 2006 - October 2006
Bandon Dunes Golf Resort May 2005 - December 2005
Skills
Series 7, Series 63, Series 6, Investments, Asset Allocation, Retirement, Retirement Planning, Mutual Funds, ETFs, Financial Analysis, Defined Benefit, Defined Contribution, Wealth Management, 401k, Investment Strategies, FINRA, Investment Advisory, Financial Services, Business Development, IRAs, High Net Worth...
Education
Arizona State University, W. P. Carey School of Business 2011 — 2013
Master of Business Administration (MBA), Entrepreneurial and Small Business Operations
Arizona State University 2001 — 2005
BS, Agribusiness/Agricultural Business Operations
Robert P. Sullivan, Esq. Robert P. Sullivan, Esq.'s Cole Capital Experience June 2015 - Present
Job Senior Vice President at Cole Capital
Industry Investment Management
Experience
Cole Capital June 2015 - Present
Franklin Square Capital Partners April 2014 - December 2014
Lord, Abbett & Co. LLC August 2012 - April 2014
KBS Capital Markets Group November 2005 - August 2012
Education
California Western School of Law 2001 — 2004
Doctor of Law (J.D.)
California Polytechnic State University-San Luis Obispo
Cole Capital June 2015 - Present
Franklin Square Capital Partners April 2014 - December 2014
Lord, Abbett & Co. LLC August 2012 - April 2014
KBS Capital Markets Group November 2005 - August 2012
Education
California Western School of Law 2001 — 2004
Doctor of Law (J.D.)
California Polytechnic State University-San Luis Obispo
Scott McIntyre Scott McIntyre's Cole Capital Experience June 2014 - Present
Job Senior Vice President at Cole Capital
Industry Financial Services
Experience
Cole Capital June 2014 - Present
KBS-Capital Markets Group February 2011 - May 2014
Sun Life Financial April 2005 - February 2012
VANTAGE ADVISOR GROUP December 2003 - April 2005
FISHER INVESTMENTS, INC December 2002 - December 2003
MANULIFE WOOD LOGAN April 2000 - December 2002
UnumPROVIDENT January 1989 - April 2000
UnumProvident January 1989 - April 2000
MATTHEW BENDER COMPANY January 1988 - January 1989
Skills
Presenter, Marketing, Wholesaling, Variable Annuity, Insurance, Sales Management, CPA, Self Starter, Entrepreneur, Series 7, Fixed Annuities, Retirement Planning, Mutual Funds, Entrepreneurship, Wholesale, Separately Managed..., Employee Benefits, Retirement
Education
Shippensburg University of Pennsylvania
BSBA, Business Administration - Accounting
Cole Capital June 2014 - Present
KBS-Capital Markets Group February 2011 - May 2014
Sun Life Financial April 2005 - February 2012
VANTAGE ADVISOR GROUP December 2003 - April 2005
FISHER INVESTMENTS, INC December 2002 - December 2003
MANULIFE WOOD LOGAN April 2000 - December 2002
UnumPROVIDENT January 1989 - April 2000
UnumProvident January 1989 - April 2000
MATTHEW BENDER COMPANY January 1988 - January 1989
Skills
Presenter, Marketing, Wholesaling, Variable Annuity, Insurance, Sales Management, CPA, Self Starter, Entrepreneur, Series 7, Fixed Annuities, Retirement Planning, Mutual Funds, Entrepreneurship, Wholesale, Separately Managed..., Employee Benefits, Retirement
Education
Shippensburg University of Pennsylvania
BSBA, Business Administration - Accounting
Robert Flink Robert Flink's Cole Capital Experience February 2009 - July 2009
Job Regional Vice President, Investments at Stadion Money Management
Industry Investment Management
Experience
Stadion Money Management May 2014 - Present
Realty Capital Securities July 2009 - May 2014
Milwaukee Brewers Baseball Club February 2009 - October 2013
Cole Capital February 2009 - July 2009
Merrill Lynch February 2008 - January 2009
Morgan Stanley Smith Barney March 2007 - February 2008
Smith & Nephew June 2005 - August 2006
Janssen, Pharmaceutical Companies of Johnson and Johnson March 2004 - June 2005
Rock Ridge Country Club February 2002 - March 2004
Nicholls State University August 2000 - January 2002
Skills
Alternative Investments, Series 7, Mutual Funds, Series 66
Education
University of Georgia - Terry College of Business 2012 — 2015
Executive Program in Financial Planning
Southeastern Louisiana University 1998 — 2000
B.A.
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 1998 — 1998
N/A
University of North Carolina at Asheville 1995 — 1997
Stadion Money Management May 2014 - Present
Realty Capital Securities July 2009 - May 2014
Milwaukee Brewers Baseball Club February 2009 - October 2013
Cole Capital February 2009 - July 2009
Merrill Lynch February 2008 - January 2009
Morgan Stanley Smith Barney March 2007 - February 2008
Smith & Nephew June 2005 - August 2006
Janssen, Pharmaceutical Companies of Johnson and Johnson March 2004 - June 2005
Rock Ridge Country Club February 2002 - March 2004
Nicholls State University August 2000 - January 2002
Skills
Alternative Investments, Series 7, Mutual Funds, Series 66
Education
University of Georgia - Terry College of Business 2012 — 2015
Executive Program in Financial Planning
Southeastern Louisiana University 1998 — 2000
B.A.
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 1998 — 1998
N/A
University of North Carolina at Asheville 1995 — 1997
Allen Wrinkle, PMP, CSM, PMI-ACP, MBA Allen Wrinkle, PMP, CSM, PMI-ACP, MBA's Cole Capital Experience March 2012 - May 2013
Job Senior Agile Coach/Project Manager at Clarity Solutions, Inc.
Industry Computer Software
Experience
Clarity Solutions, Inc. May 2013 - Present
ALAMO PMI 2015 - 2015
ALAMO PMI 2015 - 2015
Cole Capital March 2012 - May 2013
Clarity Solutions, Inc. August 1996 - March 2012
Clarity Solutions, Inc. 1996 - March 2012
PMI Houston Chapter 2011 - 2012
Self Management Company 2008 - 2011
El Paso January 2007 - September 2008
Elpaso December 2006 - September 2008
Skills
PMP, MBA, Project Manager, ASP.NET, SQL Server, Deveoper Experss, C#, MS Project, Visual Studio, System Architecture, Data Modeling, Database Design, Agile Project Management, Microsoft SQL Server, Business Intelligence, Agile Methodologies, Software Development, Project Management, Oracle, Scrum, Integration
Education
University of Houston 1988 — 1990
MBA, Finance/MIS
Lamar University 1983 — 1987
BS Computer Science, Computer Software/Project Management
Clarity Solutions, Inc. May 2013 - Present
ALAMO PMI 2015 - 2015
ALAMO PMI 2015 - 2015
Cole Capital March 2012 - May 2013
Clarity Solutions, Inc. August 1996 - March 2012
Clarity Solutions, Inc. 1996 - March 2012
PMI Houston Chapter 2011 - 2012
Self Management Company 2008 - 2011
El Paso January 2007 - September 2008
Elpaso December 2006 - September 2008
Skills
PMP, MBA, Project Manager, ASP.NET, SQL Server, Deveoper Experss, C#, MS Project, Visual Studio, System Architecture, Data Modeling, Database Design, Agile Project Management, Microsoft SQL Server, Business Intelligence, Agile Methodologies, Software Development, Project Management, Oracle, Scrum, Integration
Education
University of Houston 1988 — 1990
MBA, Finance/MIS
Lamar University 1983 — 1987
BS Computer Science, Computer Software/Project Management
Todd Lockwood Todd Lockwood's Cole Capital Experience February 2012 - Present
Job Senior Vice President, Operations and Client Services at Cole Capital
Industry Financial Services
Experience
Cole Capital February 2012 - Present
Cole Capital December 2010 - February 2012
ING Funds March 2008 - December 2010
ING Funds October 2005 - March 2008
ING Funds August 2003 - October 2005
ING Funds October 2001 - August 2003
Skills
Mutual Funds, Alternative Investments, Securities, Investments, Financial Services, Management, Asset Management, Operations Management, REIT, Risk Management, Financial Analysis, Finance, Transfer Agency, Series 99, Vendor Management, Contract Negotiation, TA Conversions, Proxy campaigns, Mergers: private to..., Public Speaking, Offshore funds, Wealth Management
Education
University of Arizona 1988 — 1993
Bachelor of Science in Business Administration, Finance
Cole Capital February 2012 - Present
Cole Capital December 2010 - February 2012
ING Funds March 2008 - December 2010
ING Funds October 2005 - March 2008
ING Funds August 2003 - October 2005
ING Funds October 2001 - August 2003
Skills
Mutual Funds, Alternative Investments, Securities, Investments, Financial Services, Management, Asset Management, Operations Management, REIT, Risk Management, Financial Analysis, Finance, Transfer Agency, Series 99, Vendor Management, Contract Negotiation, TA Conversions, Proxy campaigns, Mergers: private to..., Public Speaking, Offshore funds, Wealth Management
Education
University of Arizona 1988 — 1993
Bachelor of Science in Business Administration, Finance
Sarah Langhans Sarah Langhans's Cole Capital Experience October 2007 - November 2010
Job Essential Oils Educator and Business Trainer
Industry Marketing and Advertising
Experience
Essentially Healthy Living October 2013 - Present
Langhans Creative September 2010 - 2013
SalesFUSION January 2011 - July 2011
Cole Capital October 2007 - November 2010
LemmonTree Marketing Group April 2007 - October 2007
Anthem College October 2005 - April 2007
ITV Direct, Inc. October 2004 - March 2005
Enterprise Center at Salem State College September 2003 - October 2004
Destination Salem May 2002 - September 2003
Nanny Poppins, Inc. May 2001 - June 2002
Skills
Writing, Time Management, Public Relations, Event Planning, Budgeting, Press Releases, Marketing Materials, Customer Relations, Microsoft Office, Editing, PowerPoint, Social Media, Public Speaking, Copywriting, Blogging, Marketing, Customer Service, Microsoft Excel, Management, Photoshop, Advertising, Social Media Marketing, Budgets, Newsletters, Email Marketing
Education
Salem State University 2000 — 2003
Bachelor of Science, Communications, Public Relations
Northeastern University 1998 — 2000
English
Essentially Healthy Living October 2013 - Present
Langhans Creative September 2010 - 2013
SalesFUSION January 2011 - July 2011
Cole Capital October 2007 - November 2010
LemmonTree Marketing Group April 2007 - October 2007
Anthem College October 2005 - April 2007
ITV Direct, Inc. October 2004 - March 2005
Enterprise Center at Salem State College September 2003 - October 2004
Destination Salem May 2002 - September 2003
Nanny Poppins, Inc. May 2001 - June 2002
Skills
Writing, Time Management, Public Relations, Event Planning, Budgeting, Press Releases, Marketing Materials, Customer Relations, Microsoft Office, Editing, PowerPoint, Social Media, Public Speaking, Copywriting, Blogging, Marketing, Customer Service, Microsoft Excel, Management, Photoshop, Advertising, Social Media Marketing, Budgets, Newsletters, Email Marketing
Education
Salem State University 2000 — 2003
Bachelor of Science, Communications, Public Relations
Northeastern University 1998 — 2000
English
Tiffany Lauchlan Tiffany Lauchlan's Cole Capital Experience 2004 - 2005
Job Senior Property Manager at Hudson Pacific Properties, Inc.
Industry Commercial Real Estate
Experience
Hudson Pacific Properties, Inc. April 2015 - Present
The Muller Company April 2014 - March 2015
AME Landscape Companies March 2012 - April 2014
The Muller Company December 2006 - March 2012
Red Mountain Retail Group 2005 - 2006
Cole Capital 2004 - 2005
Kennedy Wilson 2002 - 2004
Skills
Sales Presentations, Marketing, Direct Sales, Property Management, Construction Management, Real Estate, Investments, Commercial Real Estate, Team Management, Leases, Business Development, Professional Mentoring, Business Strategy, Tenant, Contract Management, Budgets, Lease Administration, Customer Service, Real Estate Development, Tenant Improvement, Landlords, Construction, Disposition, Contract Negotiation, Negotiation, Property, Selling, Facilities Management, Real Estate Transactions, Management, Yardi, Sales, Residential Homes, Shopping Centers, Lease Negotiations
Education
California State University-Long Beach
BA, Speech Communications
Hudson Pacific Properties, Inc. April 2015 - Present
The Muller Company April 2014 - March 2015
AME Landscape Companies March 2012 - April 2014
The Muller Company December 2006 - March 2012
Red Mountain Retail Group 2005 - 2006
Cole Capital 2004 - 2005
Kennedy Wilson 2002 - 2004
Skills
Sales Presentations, Marketing, Direct Sales, Property Management, Construction Management, Real Estate, Investments, Commercial Real Estate, Team Management, Leases, Business Development, Professional Mentoring, Business Strategy, Tenant, Contract Management, Budgets, Lease Administration, Customer Service, Real Estate Development, Tenant Improvement, Landlords, Construction, Disposition, Contract Negotiation, Negotiation, Property, Selling, Facilities Management, Real Estate Transactions, Management, Yardi, Sales, Residential Homes, Shopping Centers, Lease Negotiations
Education
California State University-Long Beach
BA, Speech Communications
Benjamin Snow's Cole Capital Experience June 2000 - October 2002
Job President at Rapid City Economic Development Partnership
Industry Commercial Real Estate
Experience
Rapid City Economic Development Partnership July 2009 - Present
Parker Colorado Chamber of Commerce May 2009 - July 2009
Parker Economic Development Council August 2005 - July 2009
Denver South Economic Development Partnership August 2003 - August 2005
City of Commerce City January 2003 - August 2003
Cole Capital June 2000 - October 2002
U-Haul International, Inc. October 1998 - June 2000
Evergreen Devco, Inc. February 1997 - October 1998
CB Richard Ellis August 1995 - February 1997
Skills
Economic Development, Strategic Planning, Real Estate Development, Community Development, Public Speaking, Public Relations, Real Estate Economics, Collaboration, Media Relations, Public Policy, Demographic Analysis, Demographic Profiling, Demography, Tenant, Entitlements, Redevelopment, Due Diligence, Leadership, Location Intelligence, Marketing, Leases, Nonprofits, Brokerage, Entrepreneurship, Small Business, Land Use, Corporate Real Estate, Zoning, Lease Negotiations, Land Use Planning, Fundraising, Public/private..., Contract Negotiation, Commercial Real Estate, Land Acquisition, Disposition, Real Estate, Shopping Centers, Tenant Representation, Land Development, Feasibility Studies, Real Estate Transactions, Business Development, Urban Planning, Site Planning, Municipalities, Mixed-use, Lease Administration, Property Management, Landlords
Education
Arizona State University - W. P. Carey School of Business 1990 — 1995
BS Business Administration, Real Estate, Finance, Marketing, Management
Rapid City Economic Development Partnership July 2009 - Present
Parker Colorado Chamber of Commerce May 2009 - July 2009
Parker Economic Development Council August 2005 - July 2009
Denver South Economic Development Partnership August 2003 - August 2005
City of Commerce City January 2003 - August 2003
Cole Capital June 2000 - October 2002
U-Haul International, Inc. October 1998 - June 2000
Evergreen Devco, Inc. February 1997 - October 1998
CB Richard Ellis August 1995 - February 1997
Skills
Economic Development, Strategic Planning, Real Estate Development, Community Development, Public Speaking, Public Relations, Real Estate Economics, Collaboration, Media Relations, Public Policy, Demographic Analysis, Demographic Profiling, Demography, Tenant, Entitlements, Redevelopment, Due Diligence, Leadership, Location Intelligence, Marketing, Leases, Nonprofits, Brokerage, Entrepreneurship, Small Business, Land Use, Corporate Real Estate, Zoning, Lease Negotiations, Land Use Planning, Fundraising, Public/private..., Contract Negotiation, Commercial Real Estate, Land Acquisition, Disposition, Real Estate, Shopping Centers, Tenant Representation, Land Development, Feasibility Studies, Real Estate Transactions, Business Development, Urban Planning, Site Planning, Municipalities, Mixed-use, Lease Administration, Property Management, Landlords
Education
Arizona State University - W. P. Carey School of Business 1990 — 1995
BS Business Administration, Real Estate, Finance, Marketing, Management
Jeff Strange, CAIA Jeff Strange, CAIA's Cole Capital Experience September 2011 - February 2014
Job Director of Research at kasina
Industry Financial Services
Experience
kasina March 2014 - Present
Cole Capital September 2011 - February 2014
Cerulli Associates October 2004 - August 2011
State Street Research & Management January 2004 - October 2004
FleetBoston Financial September 1998 - December 2003
Skills
Strategy, Market Research, Asset Managment, Mutual Funds, Alternative Investments, Product Management, Asset Management, Investments, Analysis, Hedge Funds, Portfolio Management, Strategic Planning, Investment Strategies, Management, Financial Modeling, Wealth Management, Financial Advisory, Fixed Income, Equities, Financial Services, Asset Allocation, Investment Management, Competitive Analysis
Education
Georgetown University 1993 — 1997
BSBA, Finance
Brophy College Prep 1989 — 1993
kasina March 2014 - Present
Cole Capital September 2011 - February 2014
Cerulli Associates October 2004 - August 2011
State Street Research & Management January 2004 - October 2004
FleetBoston Financial September 1998 - December 2003
Skills
Strategy, Market Research, Asset Managment, Mutual Funds, Alternative Investments, Product Management, Asset Management, Investments, Analysis, Hedge Funds, Portfolio Management, Strategic Planning, Investment Strategies, Management, Financial Modeling, Wealth Management, Financial Advisory, Fixed Income, Equities, Financial Services, Asset Allocation, Investment Management, Competitive Analysis
Education
Georgetown University 1993 — 1997
BSBA, Finance
Brophy College Prep 1989 — 1993
Gordon Miller, CFS® Gordon Miller, CFS®'s Cole Capital Experience March 2014 - Present
Job VP, National Advisory Consultant, RIA Channel
Industry Financial Services
Experience
Cole Capital March 2014 - Present
Guggenheim Partners 2011 - March 2014
Vanguard 2008 - 2011
Columbia Management 2003 - 2008
MFS Investment Management 2001 - 2003
Skills
ETFs, Mutual Funds, Annuities, 529 Plans, Indexing, Investments, Series 7, Series 63, Alternative Investments, Investment Strategies, Consultative Selling, Asset Allocation, Separately Managed...
Education
Dickinson College 1997 — 2001
Bachelor of Arts (B.A.)
Morristown-Beard 1993 — 1997
Cole Capital March 2014 - Present
Guggenheim Partners 2011 - March 2014
Vanguard 2008 - 2011
Columbia Management 2003 - 2008
MFS Investment Management 2001 - 2003
Skills
ETFs, Mutual Funds, Annuities, 529 Plans, Indexing, Investments, Series 7, Series 63, Alternative Investments, Investment Strategies, Consultative Selling, Asset Allocation, Separately Managed...
Education
Dickinson College 1997 — 2001
Bachelor of Arts (B.A.)
Morristown-Beard 1993 — 1997
Paul Pani Paul Pani's Cole Capital Experience October 2011 - September 2013
Job Senior Vice President, Iridian Asset Management
Industry Investment Management
Experience
Iridian Asset Management February 2014 - Present
Newfleet Asset Management November 2013 - February 2014
Cole Capital October 2011 - September 2013
Emerging Global Advisors November 2008 - September 2011
Natixis Global Associates 2003 - October 2008
John A. Levin & Co. March 1996 - December 2002
PaineWebber July 1991 - March 1996
Skills
Alternative Investments, Series 7, Series 63, Fixed Income, Mutual Funds, Investments, Wealth Management, Asset Management, Asset Allocation, Equities, ETFs, Separately Managed..., Investment Strategies, Capital Markets, Hedge Funds
Education
University of Colorado at Boulder
Economics
Iridian Asset Management February 2014 - Present
Newfleet Asset Management November 2013 - February 2014
Cole Capital October 2011 - September 2013
Emerging Global Advisors November 2008 - September 2011
Natixis Global Associates 2003 - October 2008
John A. Levin & Co. March 1996 - December 2002
PaineWebber July 1991 - March 1996
Skills
Alternative Investments, Series 7, Series 63, Fixed Income, Mutual Funds, Investments, Wealth Management, Asset Management, Asset Allocation, Equities, ETFs, Separately Managed..., Investment Strategies, Capital Markets, Hedge Funds
Education
University of Colorado at Boulder
Economics
Cher Murphy Cher Murphy's Cole Capital Experience May 2011 - February 2012
Job Managing Director at Allegis Partners
Industry Staffing and Recruiting
Experience
Allegis Partners (a division of Major, Lindsey & Africa LLC) 2015 - Present
Hanold Associates LLC February 2012 - January 2015
Cole Capital May 2011 - February 2012
Quatro One Consulting June 2010 - May 2011
Waste Management, Inc. June 2009 - June 2010
Heidrick & Struggles August 2007 - February 2009
Thomson Reuters October 2005 - July 2007
Invesco Ltd. February 1999 - October 2004
Skills
Talent Acquisition, Leadership, Recruiting, Talent Management, Human Resources, Executive Search, Financial Services, Succession Planning, Organizational..., Leadership Development, Deferred Compensation, Training, Management, Personnel Management, Strategy, Mergers & Acquisitions, Investments
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2016
Master's of Science, Organizational Development
University of Houston
Anthropology
Allegis Partners (a division of Major, Lindsey & Africa LLC) 2015 - Present
Hanold Associates LLC February 2012 - January 2015
Cole Capital May 2011 - February 2012
Quatro One Consulting June 2010 - May 2011
Waste Management, Inc. June 2009 - June 2010
Heidrick & Struggles August 2007 - February 2009
Thomson Reuters October 2005 - July 2007
Invesco Ltd. February 1999 - October 2004
Skills
Talent Acquisition, Leadership, Recruiting, Talent Management, Human Resources, Executive Search, Financial Services, Succession Planning, Organizational..., Leadership Development, Deferred Compensation, Training, Management, Personnel Management, Strategy, Mergers & Acquisitions, Investments
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2014 — 2016
Master's of Science, Organizational Development
University of Houston
Anthropology
Jason Pueschel's Cole Capital Experience April 2008 - August 2009
Job Managing Director at Four Springs Capital LLC
Industry Financial Services
Experience
Four Springs Capital LLC October 2013 - January 2015
Bluerock Real Estate June 2012 - June 2013
Hebron Education Foundation February 2011 - March 2013
Alternative Wealth Group September 2009 - June 2012
Cole Capital April 2008 - August 2009
Allianz July 2007 - March 2008
Old Mutual Asset Management August 2001 - June 2007
Citi October 1998 - April 2001
American Skandia June 1995 - April 1998
Skills
Portfolio Management, Mutual Funds, Alternative Investments, Hedge Funds, Asset Management, Investments, Financial Advisory, Investment Management, Fixed Annuities, Finance, ETFs, Capital Markets, Series 63, Insurance, Series 7, Separately Managed..., Securities, Wealth Management, Asset Allocation, Retirement Planning, Series 24, Investment Strategies
Education
Bentley University 1988 — 1992
BS, Economics/Finance
Four Springs Capital LLC October 2013 - January 2015
Bluerock Real Estate June 2012 - June 2013
Hebron Education Foundation February 2011 - March 2013
Alternative Wealth Group September 2009 - June 2012
Cole Capital April 2008 - August 2009
Allianz July 2007 - March 2008
Old Mutual Asset Management August 2001 - June 2007
Citi October 1998 - April 2001
American Skandia June 1995 - April 1998
Skills
Portfolio Management, Mutual Funds, Alternative Investments, Hedge Funds, Asset Management, Investments, Financial Advisory, Investment Management, Fixed Annuities, Finance, ETFs, Capital Markets, Series 63, Insurance, Series 7, Separately Managed..., Securities, Wealth Management, Asset Allocation, Retirement Planning, Series 24, Investment Strategies
Education
Bentley University 1988 — 1992
BS, Economics/Finance
Sarah Scott Sarah Scott's Cole Capital Experience August 2011 - July 2012
Job
Industry Human Resources
Experience
Blue Cross Blue Shield of Arizona August 2012 - Present
Cole Capital August 2011 - July 2012
Weingarten Realty Investors July 2011 - August 2011
Catalyst Ventures June 2011 - July 2011
ITC Manufacturing April 2011 - May 2011
Bizznesscard, LLC d.b.a. Scott's Marketplace April 2011 - April 2011
TGen January 2011 - March 2011
PetSmart November 2010 - January 2011
Virat Inc. December 2006 - September 2010
Interlink Mortgage December 2005 - November 2006
Skills
Human Resources, Recruiting, HRIS, Applicant Tracking..., Talent Acquisition, Onboarding, College Recruiting, Talent Management, Internet Recruiting, PeopleSoft, Screening Resumes, Resume Writing, SDLC, Screening, Performance Management, Executive Search, Recruitment Advertising, Workforce Planning, Employment Law, Employee Training
Education
Northern Arizona University 1997 — 2003
Bachelor of Arts (BA)
Blue Cross Blue Shield of Arizona August 2012 - Present
Cole Capital August 2011 - July 2012
Weingarten Realty Investors July 2011 - August 2011
Catalyst Ventures June 2011 - July 2011
ITC Manufacturing April 2011 - May 2011
Bizznesscard, LLC d.b.a. Scott's Marketplace April 2011 - April 2011
TGen January 2011 - March 2011
PetSmart November 2010 - January 2011
Virat Inc. December 2006 - September 2010
Interlink Mortgage December 2005 - November 2006
Skills
Human Resources, Recruiting, HRIS, Applicant Tracking..., Talent Acquisition, Onboarding, College Recruiting, Talent Management, Internet Recruiting, PeopleSoft, Screening Resumes, Resume Writing, SDLC, Screening, Performance Management, Executive Search, Recruitment Advertising, Workforce Planning, Employment Law, Employee Training
Education
Northern Arizona University 1997 — 2003
Bachelor of Arts (BA)
Brett Woodyatt Brett Woodyatt's Cole Capital Experience November 2011 - March 2015
Job Vice President, Sr. National Account Manager
Industry Financial Services
Experience
Griffin Capital Securities, Inc. March 2015 - Present
Cole Capital November 2011 - March 2015
Sun Life Financial 1997 - November 2011
Keyport Life Insurance Company 1995 - 1997
Skills
Series 7, Series 6, Series 63, Relationship Management, Investments, Wealth Management, Retirement Planning, REIT, Mutual Funds, Variable Annuities
Education
Syracuse University 1992 — 1994
BA, History
University of Pittsburgh 1990 — 1992
Griffin Capital Securities, Inc. March 2015 - Present
Cole Capital November 2011 - March 2015
Sun Life Financial 1997 - November 2011
Keyport Life Insurance Company 1995 - 1997
Skills
Series 7, Series 6, Series 63, Relationship Management, Investments, Wealth Management, Retirement Planning, REIT, Mutual Funds, Variable Annuities
Education
Syracuse University 1992 — 1994
BA, History
University of Pittsburgh 1990 — 1992
Beth Sumner Strange Beth Sumner Strange's Cole Capital Experience February 2012 - June 2012
Job Channel Marketing at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments September 2014 - Present
Cole Capital February 2012 - June 2012
Natixis Global Associates April 2006 - August 2011
John Hancock Annuities March 2005 - April 2006
Columbia Management Group 2001 - 2005
Skills
Mutual Funds, Asset Management, Investments, Portfolio Management, Marketing
Education
Hartwick College 1993 — 1997
BA
New York Life & MainStay Investments September 2014 - Present
Cole Capital February 2012 - June 2012
Natixis Global Associates April 2006 - August 2011
John Hancock Annuities March 2005 - April 2006
Columbia Management Group 2001 - 2005
Skills
Mutual Funds, Asset Management, Investments, Portfolio Management, Marketing
Education
Hartwick College 1993 — 1997
BA
Christina Raimond's Cole Capital Experience January 2008 - December 2010
Job Director, Real Estate Finance at VEREIT, Inc.
Industry Real Estate
Experience
VEREIT, Inc. 2011 - Present
Cole Capital January 2008 - December 2010
Cole Capital June 2005 - December 2007
Standard & Poor's June 2001 - March 2005
Skills
Commercial Real Estate, Finance, Economics, Real Estate Financing, Commercial Real Estate..., Lines Of Credit, Real Estate, Credit Rating, CMBS, Structured Finance, Financial Structuring, Debt, REIT, Retail Real Estate, Ratings, Credit Analysis, Single Tenant, Single Tenant Net Leased, Industrial Real Estate, Power Centers, Shopping Centers, Argus Modeling, Microsoft Excel, Commercial Mortgages, Financial Analysis, Investment Properties
Education
University of Arizona, Eller College of Management 2011 — 2012
MBA, Business Administration and Management, General
Fordham University 1997 — 2001
BS, Finance and Economics
VEREIT, Inc. 2011 - Present
Cole Capital January 2008 - December 2010
Cole Capital June 2005 - December 2007
Standard & Poor's June 2001 - March 2005
Skills
Commercial Real Estate, Finance, Economics, Real Estate Financing, Commercial Real Estate..., Lines Of Credit, Real Estate, Credit Rating, CMBS, Structured Finance, Financial Structuring, Debt, REIT, Retail Real Estate, Ratings, Credit Analysis, Single Tenant, Single Tenant Net Leased, Industrial Real Estate, Power Centers, Shopping Centers, Argus Modeling, Microsoft Excel, Commercial Mortgages, Financial Analysis, Investment Properties
Education
University of Arizona, Eller College of Management 2011 — 2012
MBA, Business Administration and Management, General
Fordham University 1997 — 2001
BS, Finance and Economics
Leah Petrosino Leah Petrosino's Cole Capital Experience August 2011 - November 2013
Job Executive Assistant at Cole Capital
Industry Financial Services
Experience
Cole Capital August 2011 - November 2013
Taconic Capital December 2009 - March 2011
Perella Weinberg Partners March 2009 - December 2009
Ospraie Management May 2006 - November 2008
Promethean Asset Management May 2005 - May 2006
Ark Restaurants June 1996 - May 2005
Laura Norman School of Reflexology 2004 - 2005
California Pizza Kitchen 1992 - 1995
Skills
Outlook, Microsoft Word, Customer Service, PowerPoint, Management, Microsoft Office, Microsoft Excel, Marketing, Event Management, Training, Event Planning
Education
Webster University 1988 — 1991
BA, Dance
Lindenwood University 1987 — 1988
NA
Cole Capital August 2011 - November 2013
Taconic Capital December 2009 - March 2011
Perella Weinberg Partners March 2009 - December 2009
Ospraie Management May 2006 - November 2008
Promethean Asset Management May 2005 - May 2006
Ark Restaurants June 1996 - May 2005
Laura Norman School of Reflexology 2004 - 2005
California Pizza Kitchen 1992 - 1995
Skills
Outlook, Microsoft Word, Customer Service, PowerPoint, Management, Microsoft Office, Microsoft Excel, Marketing, Event Management, Training, Event Planning
Education
Webster University 1988 — 1991
BA, Dance
Lindenwood University 1987 — 1988
NA
Joshua Graunke's Cole Capital Experience December 2011 - April 2012
Job Associate, TMC at McGladrey
Industry Accounting
Experience
McGladrey April 2015 - Present
GlobalMed Telemedicine March 2014 - April 2015
Levementum June 2012 - April 2014
Cole Capital December 2011 - April 2012
Experis May 2011 - December 2011
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
Bachelor of Science, Accountancy
McGladrey April 2015 - Present
GlobalMed Telemedicine March 2014 - April 2015
Levementum June 2012 - April 2014
Cole Capital December 2011 - April 2012
Experis May 2011 - December 2011
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
Bachelor of Science, Accountancy
Chris Barber, CIMA Chris Barber, CIMA's Cole Capital Experience November 2010 - March 2015
Job Senior Vice President at Eagle Capital Markets Group, a division of Griffin Capital Securities, Inc.
Industry Financial Services
Experience
Eagle Capital Markets Group, a division of Griffin Capital Securities, Inc. March 2015 - Present
Cole Capital November 2010 - March 2015
MFS Investment Management May 2009 - November 2010
Merrill Lynch September 2008 - May 2009
Ameriprise Financial April 2007 - September 2008
Skills
Salesforce.com, SalesLogix, Microsoft Office, MapPoint, WebEx, Mutual Funds, Real Estate Investment, Series 7, 401k, Investments, Alternative Investments, Separately Managed..., Asset Allocation, Consultative Selling
Education
University of Arizona 2001 — 2005
BS, Engineering Management
Eagle Capital Markets Group, a division of Griffin Capital Securities, Inc. March 2015 - Present
Cole Capital November 2010 - March 2015
MFS Investment Management May 2009 - November 2010
Merrill Lynch September 2008 - May 2009
Ameriprise Financial April 2007 - September 2008
Skills
Salesforce.com, SalesLogix, Microsoft Office, MapPoint, WebEx, Mutual Funds, Real Estate Investment, Series 7, 401k, Investments, Alternative Investments, Separately Managed..., Asset Allocation, Consultative Selling
Education
University of Arizona 2001 — 2005
BS, Engineering Management
Evan Erickson Evan Erickson's Cole Capital Experience 2004 - 2006
Job CopperPoint Mutual Insurance
Industry Insurance
Experience
CopperPoint/SCF Arizona March 2008 - Present
Honeywell International 2006 - 2007
Cole Capital 2004 - 2006
Honeywell Aerospace 1998 - 2004
National Bank of Arizona 1996 - 1998
US Navy 1987 - 1996
Skills
VMware, ITIL, Microsoft Certified..., Certified Novell..., Strategic Planning, Budgets, IT Management, Technical Support, Consulting, Data Center, IT Operations, Change Management, Six Sigma, Vendor Management, Leadership, Security, Integration, Business Intelligence
Education
Arizona State University, W. P. Carey School of Business 2009 — 2011
Executive MBA, Business, Management, Marketing, and Related Support Services
Colorado Technical University 2005 — 2007
BSBA, IT Management
CopperPoint/SCF Arizona March 2008 - Present
Honeywell International 2006 - 2007
Cole Capital 2004 - 2006
Honeywell Aerospace 1998 - 2004
National Bank of Arizona 1996 - 1998
US Navy 1987 - 1996
Skills
VMware, ITIL, Microsoft Certified..., Certified Novell..., Strategic Planning, Budgets, IT Management, Technical Support, Consulting, Data Center, IT Operations, Change Management, Six Sigma, Vendor Management, Leadership, Security, Integration, Business Intelligence
Education
Arizona State University, W. P. Carey School of Business 2009 — 2011
Executive MBA, Business, Management, Marketing, and Related Support Services
Colorado Technical University 2005 — 2007
BSBA, IT Management
Robyn Roberts Robyn Roberts's Cole Capital Experience September 2012 - Present
Job Executive Administrative Professional
Industry Real Estate
Experience
Cole Capital September 2012 - Present
De Rito Partners 2010 - September 2012
Opus West Corporation January 2002 - March 2010
Del Webb Corporation March 2001 - December 2001
CDR, Phoenix, AZ December 1999 - September 2000
Dimension Aviation, Inc. April 1997 - September 1999
Shimmel, Hill, Bishop & Gruender, P.C. March 1991 - April 1996
Beus, Gilbert January 1989 - October 1990
Skills
Website Administration, Illustrator, Social Media, Writing, Research, Word, PowerPoint, Photoshop, Microsoft Office, Excel, Administrative Support, Document Review, Business Correspondence, Desktop Publishing, Real Estate, Due Diligence, Outlook, Problem Solving, Editing, Retail, Coordination, Microsoft Excel, Contract Negotiation, Facilities Management, Construction, Budgets
Education
Glendale Community College 2009 — 2011
Business Administration and Web Development
University of Alaska Anchorage 1979 — 1980
Amarillo College 1975 — 1976
Lamson Business College
Cole Capital September 2012 - Present
De Rito Partners 2010 - September 2012
Opus West Corporation January 2002 - March 2010
Del Webb Corporation March 2001 - December 2001
CDR, Phoenix, AZ December 1999 - September 2000
Dimension Aviation, Inc. April 1997 - September 1999
Shimmel, Hill, Bishop & Gruender, P.C. March 1991 - April 1996
Beus, Gilbert January 1989 - October 1990
Skills
Website Administration, Illustrator, Social Media, Writing, Research, Word, PowerPoint, Photoshop, Microsoft Office, Excel, Administrative Support, Document Review, Business Correspondence, Desktop Publishing, Real Estate, Due Diligence, Outlook, Problem Solving, Editing, Retail, Coordination, Microsoft Excel, Contract Negotiation, Facilities Management, Construction, Budgets
Education
Glendale Community College 2009 — 2011
Business Administration and Web Development
University of Alaska Anchorage 1979 — 1980
Amarillo College 1975 — 1976
Lamson Business College
Eric Craig, CAIA Eric Craig, CAIA's Cole Capital Experience June 2015 - Present
Job Senior Director, Due Diligence Capital Markets at Cole Capital
Industry Financial Services
Experience
Cole Capital June 2015 - Present
Cole Capital June 2014 - June 2015
Cole Capital January 2013 - June 2014
Cole Real Estate Investments September 2011 - January 2013
AAA Arizona September 2008 - May 2011
Pepsi Beverages Company August 2007 - September 2008
Medtronic October 2005 - June 2007
Fastidious Financial Services June 2002 - October 2005
Medtronic October 2000 - June 2002
Medtronic October 1996 - October 2000
Skills
Financial Modeling, Forecasting, Financial Analysis, Variance Analysis, Strategic Planning, Finance, Business Analysis, Management, Budgets, Process Improvement, Business Strategy, Managerial Finance, Microsoft Office, Essbase, Corporate Finance, SAP, Vlookup, Salesforce.com, P&L Management, NPV, Business Planning, Project Planning, Strategic Financial..., Executive Management, Business Modeling, Cognos, Pivot Tables, Entrepreneurship, Due Diligence, Hyperion Planning, Cash Flow, Strategy, Business Performance..., Performance Dashboards, Operations Management, Financial Reporting, ROI Optimization, International Business, Private Equity, International Business..., Financial Statements, Real Estate Investment..., Alternative Investments, Financial Planning, Microsoft Office Suite, Zephyr Style Advisor, Hedge Funds, Real Assets, Structured Products, Managed Futures
Education
Thunderbird School of Global Management 2010 — 2012
MBA, Global Management
Boston University 2004 — 2006
Certificate, Financial Planning
Arizona State University 1997 — 2001
BS, Finance
CAIA Association
Cole Capital June 2015 - Present
Cole Capital June 2014 - June 2015
Cole Capital January 2013 - June 2014
Cole Real Estate Investments September 2011 - January 2013
AAA Arizona September 2008 - May 2011
Pepsi Beverages Company August 2007 - September 2008
Medtronic October 2005 - June 2007
Fastidious Financial Services June 2002 - October 2005
Medtronic October 2000 - June 2002
Medtronic October 1996 - October 2000
Skills
Financial Modeling, Forecasting, Financial Analysis, Variance Analysis, Strategic Planning, Finance, Business Analysis, Management, Budgets, Process Improvement, Business Strategy, Managerial Finance, Microsoft Office, Essbase, Corporate Finance, SAP, Vlookup, Salesforce.com, P&L Management, NPV, Business Planning, Project Planning, Strategic Financial..., Executive Management, Business Modeling, Cognos, Pivot Tables, Entrepreneurship, Due Diligence, Hyperion Planning, Cash Flow, Strategy, Business Performance..., Performance Dashboards, Operations Management, Financial Reporting, ROI Optimization, International Business, Private Equity, International Business..., Financial Statements, Real Estate Investment..., Alternative Investments, Financial Planning, Microsoft Office Suite, Zephyr Style Advisor, Hedge Funds, Real Assets, Structured Products, Managed Futures
Education
Thunderbird School of Global Management 2010 — 2012
MBA, Global Management
Boston University 2004 — 2006
Certificate, Financial Planning
Arizona State University 1997 — 2001
BS, Finance
CAIA Association
Edith 'Edie' Solomon Edith 'Edie' Solomon's Cole Capital Experience October 2009 - May 2011
Job Administrative Assistant
Industry Leisure, Travel & Tourism
Experience
Looking for an exciting new job opportunity Office ManagerBooking.comAugust 2014 - May 2015
DDR Corp. August 2013 - May 2014
Treasure Title Insurance Agency, Inc. March 2012 - July 2013
SkyWest Airlines June 2011 - March 2012
Cole Capital October 2009 - May 2011
The Sembler Company November 2007 - October 2009
Skills
Microsoft Suites, Adobe InDesign, Adobe Photoshop, Customer Service, Events, Organization, Photoshop, Public Speaking, Social Media, Public Relations, Time Management, Event Management, Management, InDesign, Social Networking, PowerPoint, Event Planning, Adobe Creative Suite, Marketing, Payroll, Social Media Marketing, Budgets, Team Building
Education
Brigham Young University
Art, English
Looking for an exciting new job opportunity Office ManagerBooking.comAugust 2014 - May 2015
DDR Corp. August 2013 - May 2014
Treasure Title Insurance Agency, Inc. March 2012 - July 2013
SkyWest Airlines June 2011 - March 2012
Cole Capital October 2009 - May 2011
The Sembler Company November 2007 - October 2009
Skills
Microsoft Suites, Adobe InDesign, Adobe Photoshop, Customer Service, Events, Organization, Photoshop, Public Speaking, Social Media, Public Relations, Time Management, Event Management, Management, InDesign, Social Networking, PowerPoint, Event Planning, Adobe Creative Suite, Marketing, Payroll, Social Media Marketing, Budgets, Team Building
Education
Brigham Young University
Art, English
Ryan Troutman Ryan Troutman's Cole Capital Experience May 2015 - Present
Job Regional Associate at Cole Capital
Industry Financial Services
Experience
Cole Capital May 2015 - Present
Zenefits February 2015 - April 2015
Cole Capital, an American Realty Capital Properties Company May 2014 - December 2014
Charles Schwab June 2013 - August 2013
McFadden/Gavender Advertising October 2012 - March 2013
The Analytical Group November 2009 - August 2011
Skills
Social Media, Marketing, Research, Advertising, Public Relations, Management, Social Media Marketing, Marketing Research, Teamwork, Microsoft Office, Entrepreneurship, Marketing Strategy, Sales Process, Salesforce.com, Sales Prospecting, Sales Management, Team Management, Entrepreneurship..., Creative..., Entrepreneurial..., Pipeline Management, Social Networking
Education
University of Arizona, Eller College of Management 2010 — 2014
Bachelor of Science in Business Administration, Marketing, Entrepreneurship, Cum Laude
Cole Capital May 2015 - Present
Zenefits February 2015 - April 2015
Cole Capital, an American Realty Capital Properties Company May 2014 - December 2014
Charles Schwab June 2013 - August 2013
McFadden/Gavender Advertising October 2012 - March 2013
The Analytical Group November 2009 - August 2011
Skills
Social Media, Marketing, Research, Advertising, Public Relations, Management, Social Media Marketing, Marketing Research, Teamwork, Microsoft Office, Entrepreneurship, Marketing Strategy, Sales Process, Salesforce.com, Sales Prospecting, Sales Management, Team Management, Entrepreneurship..., Creative..., Entrepreneurial..., Pipeline Management, Social Networking
Education
University of Arizona, Eller College of Management 2010 — 2014
Bachelor of Science in Business Administration, Marketing, Entrepreneurship, Cum Laude
Blake Curtis Blake Curtis's Cole Capital Experience April 2012 - June 2013
Job Real Estate Acquisitions & Dispositions at VEREIT, Inc.
Industry Commercial Real Estate
Experience
VEREIT, Inc. July 2014 - Present
American Realty Capital Properties July 2013 - July 2014
Cole Capital April 2012 - June 2013
Skills
Time Management, Budgets, Leadership, Public Speaking, Financial Modeling, Management, Market Research, Entrepreneurship, Underwriting, Negotiation, Due Diligence, Research, Finance, Business Development, Account Management, Strategic Planning, Financial Analysis, Contract Management, Construction Management, Real Estate Development, Asset Management, Environmental Compliance, Real Estate, Corporate Finance, Retail, Real Estate Economics, Investment Properties, Analytics, Commercial Real Estate
Education
Arizona State University, W. P. Carey School of Business 2009 — 2013
B.A., Business Law
VEREIT, Inc. July 2014 - Present
American Realty Capital Properties July 2013 - July 2014
Cole Capital April 2012 - June 2013
Skills
Time Management, Budgets, Leadership, Public Speaking, Financial Modeling, Management, Market Research, Entrepreneurship, Underwriting, Negotiation, Due Diligence, Research, Finance, Business Development, Account Management, Strategic Planning, Financial Analysis, Contract Management, Construction Management, Real Estate Development, Asset Management, Environmental Compliance, Real Estate, Corporate Finance, Retail, Real Estate Economics, Investment Properties, Analytics, Commercial Real Estate
Education
Arizona State University, W. P. Carey School of Business 2009 — 2013
B.A., Business Law
Jason Gove's Cole Capital Experience August 2014 - Present
Job Internal Wholesaler, Cole Capital
Industry Financial Services
Experience
Cole Capital August 2014 - Present
USAA November 2011 - August 2014
USAA April 2009 - November 2011
USAA April 2007 - April 2009
Merrill Lynch January 2006 - April 2007
Traditional Home Mortgage August 2005 - November 2005
Centex Home Equity August 2003 - August 2005
Various Employers May 1999 - August 2003
Skills
FINRA Series 7, FINRA Series 66, Life/Health License, CWS, CRPC, Portfolio Management, FINRA, Financial Advisory, Financial Services, Asset Allocation, Investment Advisory, Retirement Planning, Wealth Management, Mutual Funds, Investment Strategies, Securities, Retirement, Investments, Strategic Financial..., Fixed Annuities, Investment Management, Asset Management, Bonds, 401k, Life Insurance, 401k Rollovers, Personal Financial..., ETFs, Financial Markets, Finance, Wealth, Options, Wealth Management..., Trading, IRAs, Separately Managed..., Roth IRA, Series 63, Alternative Investments, Equities, Fixed Income
Education
University of Arizona 1995 — 1999
Bachelor of Science, Business Management
Cole Capital August 2014 - Present
USAA November 2011 - August 2014
USAA April 2009 - November 2011
USAA April 2007 - April 2009
Merrill Lynch January 2006 - April 2007
Traditional Home Mortgage August 2005 - November 2005
Centex Home Equity August 2003 - August 2005
Various Employers May 1999 - August 2003
Skills
FINRA Series 7, FINRA Series 66, Life/Health License, CWS, CRPC, Portfolio Management, FINRA, Financial Advisory, Financial Services, Asset Allocation, Investment Advisory, Retirement Planning, Wealth Management, Mutual Funds, Investment Strategies, Securities, Retirement, Investments, Strategic Financial..., Fixed Annuities, Investment Management, Asset Management, Bonds, 401k, Life Insurance, 401k Rollovers, Personal Financial..., ETFs, Financial Markets, Finance, Wealth, Options, Wealth Management..., Trading, IRAs, Separately Managed..., Roth IRA, Series 63, Alternative Investments, Equities, Fixed Income
Education
University of Arizona 1995 — 1999
Bachelor of Science, Business Management
Cristal Barette's Cole Capital Experience September 2012 - Present
Job Insurance Agent
Industry Insurance
Experience
Potter and Roose Insurance 2015 - Present
Cole Capital September 2012 - Present
Ameriprise Auto & Home Insurance 2012 - 2014
Lovitt & Touché, Inc. 2010 - 2012
Mercury Insurance 2008 - 2010
Skills
Personal Lines Auto, Commercial Insurance, Homeowners Insurance, Administrative..., Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Risk Management, Insurance, Customer Service, Sales, Workers Compensation, Claim, Underwriting
Education
Grand Canyon University 2013 — 2017
Business Management
Potter and Roose Insurance 2015 - Present
Cole Capital September 2012 - Present
Ameriprise Auto & Home Insurance 2012 - 2014
Lovitt & Touché, Inc. 2010 - 2012
Mercury Insurance 2008 - 2010
Skills
Personal Lines Auto, Commercial Insurance, Homeowners Insurance, Administrative..., Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Risk Management, Insurance, Customer Service, Sales, Workers Compensation, Claim, Underwriting
Education
Grand Canyon University 2013 — 2017
Business Management
Brian Boehm Brian Boehm's Cole Capital Experience June 2011 - August 2011
Job Real Estate Investment Professional
Industry Real Estate
Experience
VEREIT, Inc. August 2012 - Present
New York University August 2010 - August 2012
Cole Capital June 2011 - August 2011
Citi February 2011 - May 2011
Accenture February 2010 - August 2010
Accenture June 2007 - February 2010
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
Master of Business Administration (MBA)
North Carolina State University 2003 — 2007
Business Management
VEREIT, Inc. August 2012 - Present
New York University August 2010 - August 2012
Cole Capital June 2011 - August 2011
Citi February 2011 - May 2011
Accenture February 2010 - August 2010
Accenture June 2007 - February 2010
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
Master of Business Administration (MBA)
North Carolina State University 2003 — 2007
Business Management
Christopher Lockwood's Cole Capital Experience November 2014 - Present
Job Internal Wholesaler at Cole Capital
Industry Financial Services
Experience
Cole Capital November 2014 - Present
Vanguard October 2013 - November 2014
Vanguard August 2011 - August 2013
Vanguard July 2010 - August 2011
Vanguard Mutual Funds August 2008 - August 2011
Diversified Human Resources July 2008 - August 2008
Parking Management Services March 2007 - July 2008
Merrill Lynch January 2008 - June 2008
Iconic Marketing November 2006 - June 2007
Skills
Mutual Funds, Series 7, Series 63, Consultative Sales..., Customer Relations, Personal Finance, Investments, Retirement, Direct Sales, Series 6, Manage Client..., Sales, Building Relationships, Customer Service, Business Development, Insurance, Marketing, CRM, Financial Analysis, Finance
Education
Arizona State University 2004 — 2008
Bachelor of Interndisciplinary Studies, Business, Communications
Cole Capital November 2014 - Present
Vanguard October 2013 - November 2014
Vanguard August 2011 - August 2013
Vanguard July 2010 - August 2011
Vanguard Mutual Funds August 2008 - August 2011
Diversified Human Resources July 2008 - August 2008
Parking Management Services March 2007 - July 2008
Merrill Lynch January 2008 - June 2008
Iconic Marketing November 2006 - June 2007
Skills
Mutual Funds, Series 7, Series 63, Consultative Sales..., Customer Relations, Personal Finance, Investments, Retirement, Direct Sales, Series 6, Manage Client..., Sales, Building Relationships, Customer Service, Business Development, Insurance, Marketing, CRM, Financial Analysis, Finance
Education
Arizona State University 2004 — 2008
Bachelor of Interndisciplinary Studies, Business, Communications
Garrett Hall Garrett Hall's Cole Capital Experience June 2015 - Present
Job Regional Associate at Cole Capital
Industry Financial Services
Experience
Cole Capital June 2015 - Present
Cole Capital April 2015 - June 2015
Cole Capital June 2014 - March 2015
The CORE Institute November 2013 - June 2014
Brown Physical Therapy March 2010 - November 2013
Skills
Kinesiology, Exercise Prescription, Exercise Design, Injury Prevention, Microsoft Office, Corrective Exercise, Communication Skills, Time Management, Customer Service, Leadership, Teamwork, Marketing, Exercise Instruction, Treatment, Spine, Research, Social Networking, Communication
Education
Arizona State University 2009 — 2013
Bachelor of Science (B.S.), Kinesiology and Exercise Science
Waubonsee Community College 2008 — 2009
Business/Commerce, General
Cole Capital June 2015 - Present
Cole Capital April 2015 - June 2015
Cole Capital June 2014 - March 2015
The CORE Institute November 2013 - June 2014
Brown Physical Therapy March 2010 - November 2013
Skills
Kinesiology, Exercise Prescription, Exercise Design, Injury Prevention, Microsoft Office, Corrective Exercise, Communication Skills, Time Management, Customer Service, Leadership, Teamwork, Marketing, Exercise Instruction, Treatment, Spine, Research, Social Networking, Communication
Education
Arizona State University 2009 — 2013
Bachelor of Science (B.S.), Kinesiology and Exercise Science
Waubonsee Community College 2008 — 2009
Business/Commerce, General
Shara Fessler Shara Fessler's Cole Capital Experience January 2013 - March 2015
Job Senior Vice President at Griffin Capital Securities
Industry Financial Services
Experience
Griffin Capital Securities April 2015 - Present
Cole Capital January 2013 - March 2015
Cole Capital September 2009 - December 2012
MFS Investment Management January 2007 - May 2009
Skills
Series 63, Series 7, Mutual Funds, Wealth Management, 401k, Retirement Planning, Separately Managed..., Asset Allocation, Retirement, Sales, Marketing
Education
Arizona State University, W. P. Carey School of Business 2009 — 2010
MBA
Arizona State University 2001 — 2006
B.A., Sociology
Griffin Capital Securities April 2015 - Present
Cole Capital January 2013 - March 2015
Cole Capital September 2009 - December 2012
MFS Investment Management January 2007 - May 2009
Skills
Series 63, Series 7, Mutual Funds, Wealth Management, 401k, Retirement Planning, Separately Managed..., Asset Allocation, Retirement, Sales, Marketing
Education
Arizona State University, W. P. Carey School of Business 2009 — 2010
MBA
Arizona State University 2001 — 2006
B.A., Sociology
Nathan Bowles Nathan Bowles's Cole Capital Experience March 2015 - Present
Job Relationship Manager
Industry Financial Services
Experience
Cole Capital March 2015 - Present
Cole Capital May 2014 - March 2015
Mosaic Financial Associates January 2013 - May 2014
Octagon January 2013 - June 2013
Synergy Sports Inc. November 2010 - April 2012
Progressive Training Consultants Llc. May 2006 - August 2010
Skills
Social Media Marketing, Market Research, Marketing, Customer Service, Training, Time Management, Contract Negotiation, CRM, Business, Film Production, Marketing Strategy, Basketball, Creative Writing, Google Analytics, Search Engine Ranking, Sales Operations, Relationship Management, Management, Microsoft Office, Sales, Social Media, Social Networking, Public Speaking
Education
Arizona State University 2011 — 2013
Bachelor of Interdisciplinary Studies, Business, Management, Marketing, Film and Media Productions
University of Arizona 2007 — 2010
Business Administration, Management and Operations
Cole Capital March 2015 - Present
Cole Capital May 2014 - March 2015
Mosaic Financial Associates January 2013 - May 2014
Octagon January 2013 - June 2013
Synergy Sports Inc. November 2010 - April 2012
Progressive Training Consultants Llc. May 2006 - August 2010
Skills
Social Media Marketing, Market Research, Marketing, Customer Service, Training, Time Management, Contract Negotiation, CRM, Business, Film Production, Marketing Strategy, Basketball, Creative Writing, Google Analytics, Search Engine Ranking, Sales Operations, Relationship Management, Management, Microsoft Office, Sales, Social Media, Social Networking, Public Speaking
Education
Arizona State University 2011 — 2013
Bachelor of Interdisciplinary Studies, Business, Management, Marketing, Film and Media Productions
University of Arizona 2007 — 2010
Business Administration, Management and Operations
Steve Truong Steve Truong's Cole Capital Experience June 2013 - November 2013
Job Consultant at Deloitte
Industry Information Technology and Services
Experience
Deloitte July 2015 - Present
Clearwing Productions November 2014 - June 2015
Deloitte June 2014 - August 2014
Arizona State University August 2012 - August 2014
Cole Capital June 2013 - November 2013
Skills
Microsoft Excel, Teamwork, Microsoft Office, Time Management, Leadership, Data Analysis, Social Media, Public Speaking, Team Leadership, PowerPoint, Team Building, HTML, Customer Service, Organization, Windows, Access, Small Group..., Visio, Communication, Research, Databases, Certified Google Power..., Data Reconciliation, Data Validation, Collaboration, Google Technologies, Photoshop, Keynote, Cashiering, OS X, Outlook, SQL, Microsoft Word, Visual C#, ERD, Normalization, Help Desk Support, Unix, Linux
Education
Arizona State University, W. P. Carey School of Business 2010 — 2015
Bachelor of Science (B.S.), Computer Information Systems, Senior
Deloitte July 2015 - Present
Clearwing Productions November 2014 - June 2015
Deloitte June 2014 - August 2014
Arizona State University August 2012 - August 2014
Cole Capital June 2013 - November 2013
Skills
Microsoft Excel, Teamwork, Microsoft Office, Time Management, Leadership, Data Analysis, Social Media, Public Speaking, Team Leadership, PowerPoint, Team Building, HTML, Customer Service, Organization, Windows, Access, Small Group..., Visio, Communication, Research, Databases, Certified Google Power..., Data Reconciliation, Data Validation, Collaboration, Google Technologies, Photoshop, Keynote, Cashiering, OS X, Outlook, SQL, Microsoft Word, Visual C#, ERD, Normalization, Help Desk Support, Unix, Linux
Education
Arizona State University, W. P. Carey School of Business 2010 — 2015
Bachelor of Science (B.S.), Computer Information Systems, Senior
Anna Efremova Anna Efremova's Cole Capital Experience August 2014 - Present
Job Senior Accountant at ARCP
Industry Accounting
Experience
Cole Capital August 2014 - Present
Healthcare Trust of America July 2011 - August 2014
IHC Health Solutions June 2008 - July 2011
US Foodservice 2008 - 2008
Skills
Sales Tax, Peachtree, US GAAP, Balance, Internal Audit
Education
Arizona State University 2005 — 2009
Bachelor's degree, Finance, General
Cole Capital August 2014 - Present
Healthcare Trust of America July 2011 - August 2014
IHC Health Solutions June 2008 - July 2011
US Foodservice 2008 - 2008
Skills
Sales Tax, Peachtree, US GAAP, Balance, Internal Audit
Education
Arizona State University 2005 — 2009
Bachelor's degree, Finance, General
Bill Cormany's Cole Capital Experience December 2003 - August 2004
Job Federal Bank Regulator
Industry Banking
Experience
Federal Deposit Insurance Corporation 2009 - Present
The Cormany Collection, LLC January 1998 - Present
Colonnade Investment Group, LLC 1998 - Present
Dickinson Financial Corporation - Academy Bank, a division of Armed Forces Bank February 2007 - November 2009
First Tennessee Bank November 2006 - February 2007
MidFirst Bank February 2006 - November 2006
Beal Bank September 2004 - January 2006
Cole Capital December 2003 - August 2004
BNY Mellon April 2001 - December 2003
Deluxe Corporation October 2000 - March 2001
Skills
Real Estate, Credit, Banking, Capital Markets, Financial Analysis, Asset Management, Investments, Due Diligence, Loans, Financial Modeling, Underwriting, Mergers, Portfolio Management, Negotiation, Strategic Planning, Contract Negotiation, Risk Management, Business Planning, Business Strategy, Budgeting, Finance, Analysis, Managerial Finance, Structured Finance, Commercial Real Estate, Real Estate Development, Funding
Education
Oklahoma State University 1983 — 1985
MBA, Finance
Oklahoma State University 1978 — 1982
BS, Accounting
C.E. Donart High School 1977 — 1978
Jackson High School 1975 — 1977
Federal Deposit Insurance Corporation 2009 - Present
The Cormany Collection, LLC January 1998 - Present
Colonnade Investment Group, LLC 1998 - Present
Dickinson Financial Corporation - Academy Bank, a division of Armed Forces Bank February 2007 - November 2009
First Tennessee Bank November 2006 - February 2007
MidFirst Bank February 2006 - November 2006
Beal Bank September 2004 - January 2006
Cole Capital December 2003 - August 2004
BNY Mellon April 2001 - December 2003
Deluxe Corporation October 2000 - March 2001
Skills
Real Estate, Credit, Banking, Capital Markets, Financial Analysis, Asset Management, Investments, Due Diligence, Loans, Financial Modeling, Underwriting, Mergers, Portfolio Management, Negotiation, Strategic Planning, Contract Negotiation, Risk Management, Business Planning, Business Strategy, Budgeting, Finance, Analysis, Managerial Finance, Structured Finance, Commercial Real Estate, Real Estate Development, Funding
Education
Oklahoma State University 1983 — 1985
MBA, Finance
Oklahoma State University 1978 — 1982
BS, Accounting
C.E. Donart High School 1977 — 1978
Jackson High School 1975 — 1977
Madison Turbeville's Cole Capital Experience June 2015 - Present
Job Regional Advisory Consultant, IBD Channel at Cole Capital
Industry Financial Services
Experience
Cole Capital June 2015 - Present
Quaintise, LLC January 2013 - Present
Progressive Financial Concepts March 2014 - June 2015
California State University, Channel Islands June 2012 - August 2012
ProPark Photos December 2009 - March 2012
Skills
Hold Series 7, Series 63, Outlook, PowerPoint, Microsoft Publisher, Matlab, LaTeX, Windows, Fortran 90, Mac OS X, Social Media Marketing, MailChimp, CRM, Dropbox, Google Analytics, Google Adwords, Marketing, Customer Service, Salesforce.com, E-money
Education
James Madison University 2008 — 2012
Bachelor of Science (B.S.), Mathematics
New Horizon’s Governor’s School 2005 — 2007
Governor’s Seal Diploma, Statistics and Environmental Science
Cole Capital June 2015 - Present
Quaintise, LLC January 2013 - Present
Progressive Financial Concepts March 2014 - June 2015
California State University, Channel Islands June 2012 - August 2012
ProPark Photos December 2009 - March 2012
Skills
Hold Series 7, Series 63, Outlook, PowerPoint, Microsoft Publisher, Matlab, LaTeX, Windows, Fortran 90, Mac OS X, Social Media Marketing, MailChimp, CRM, Dropbox, Google Analytics, Google Adwords, Marketing, Customer Service, Salesforce.com, E-money
Education
James Madison University 2008 — 2012
Bachelor of Science (B.S.), Mathematics
New Horizon’s Governor’s School 2005 — 2007
Governor’s Seal Diploma, Statistics and Environmental Science
Anna Christensen Anna Christensen's Cole Capital Experience June 2014 - Present
Job Event Planner at Cole Capital
Industry Financial Services
Experience
Cole Capital June 2014 - Present
Cole Capital April 2012 - May 2014
Northern Trust October 2007 - April 2012
Barclays Wealth June 2007 - August 2007
Union Bank of California May 2006 - August 2006
Union Bank of California June 2005 - August 2005
Skills
Alternative Investments, Relationship Management, Financial Services, Customer Service, Wealth Management..., Banking, High Net Worth..., Salesforce.com, Investment Advisory, Financial Markets, CRM, Event Planning, Credit, Credit Analysis, Competitive Analysis, Commercial Lending, Derivatives, Private Equity, Analysis, Sales, Management, Asset Management, Wealth Management, Financial Analysis
Education
Northern Arizona University, College of Business Administration 2003 — 2007
BSBA, Finance
Cole Capital June 2014 - Present
Cole Capital April 2012 - May 2014
Northern Trust October 2007 - April 2012
Barclays Wealth June 2007 - August 2007
Union Bank of California May 2006 - August 2006
Union Bank of California June 2005 - August 2005
Skills
Alternative Investments, Relationship Management, Financial Services, Customer Service, Wealth Management..., Banking, High Net Worth..., Salesforce.com, Investment Advisory, Financial Markets, CRM, Event Planning, Credit, Credit Analysis, Competitive Analysis, Commercial Lending, Derivatives, Private Equity, Analysis, Sales, Management, Asset Management, Wealth Management, Financial Analysis
Education
Northern Arizona University, College of Business Administration 2003 — 2007
BSBA, Finance
Mike Mathies Mike Mathies's Cole Capital Experience 2007 - 2009
Job SVP Marketing at Transamerica Capital
Industry Financial Services
Experience
Transamerica January 2013 - Present
Transamerica Capital January 2013 - December 2013
Transamerica Capital January 2009 - December 2012
Cole Capital 2007 - 2009
Old Mutual Capital 2004 - 2007
Transamerica Capital 2000 - 2004
Education
University of Arkansas 1976 — 1980
BA, Journalism
University of Arkansas 1976 — 1980
Bachelor of Science (BS) Journalism, Journalism
Transamerica January 2013 - Present
Transamerica Capital January 2013 - December 2013
Transamerica Capital January 2009 - December 2012
Cole Capital 2007 - 2009
Old Mutual Capital 2004 - 2007
Transamerica Capital 2000 - 2004
Education
University of Arkansas 1976 — 1980
BA, Journalism
University of Arkansas 1976 — 1980
Bachelor of Science (BS) Journalism, Journalism
Jessica Gratz Jessica Gratz's Cole Capital Experience January 2011 - December 2012
Job Director, Accounting at VEREIT
Industry Real Estate
Experience
VEREIT, Inc. April 2015 - Present
VEREIT, Inc. January 2014 - April 2015
Cole Real Estate Investments January 2013 - December 2013
Cole Capital January 2011 - December 2012
Cole Capital June 2007 - December 2010
RRS & Company May 2005 - June 2007
Skills
GAAP, Account Reconciliation, General Ledger, Accounting, Fixed Assets, Financial Accounting, US GAAP, Accounts Payable, Financial Analysis, Accounts Receivable, CAM, Property Taxes, Multi-State Sales Tax, Flux Analysis, Financial Statements, Variance Analysis
Education
Arizona State University West
BS, Accountancy
VEREIT, Inc. April 2015 - Present
VEREIT, Inc. January 2014 - April 2015
Cole Real Estate Investments January 2013 - December 2013
Cole Capital January 2011 - December 2012
Cole Capital June 2007 - December 2010
RRS & Company May 2005 - June 2007
Skills
GAAP, Account Reconciliation, General Ledger, Accounting, Fixed Assets, Financial Accounting, US GAAP, Accounts Payable, Financial Analysis, Accounts Receivable, CAM, Property Taxes, Multi-State Sales Tax, Flux Analysis, Financial Statements, Variance Analysis
Education
Arizona State University West
BS, Accountancy
Julie Wadsworth Julie Wadsworth's Cole Capital Experience February 2010 - Present
Job Executive Assistant at Cole Capital
Industry Financial Services
Experience
Cole Capital February 2010 - Present
Skills
Administrative..., Outlook, Microsoft Excel, PowerPoint, Accounts Payable, Accounts Receivable, Executive..., Office Management, Office Administration, Spreadsheets, Telephone Skills, Data Entry, Confidentiality, Administrative..., Customer Service
Education
Snow College 1982 — 1983
General Studies
Cole Capital February 2010 - Present
Skills
Administrative..., Outlook, Microsoft Excel, PowerPoint, Accounts Payable, Accounts Receivable, Executive..., Office Management, Office Administration, Spreadsheets, Telephone Skills, Data Entry, Confidentiality, Administrative..., Customer Service
Education
Snow College 1982 — 1983
General Studies
John P. Marshall John P. Marshall's Cole Capital Experience 2014 - Present
Job Top Producing Sales Executive and Wholesaler
Industry Financial Services
Experience
Cole Capital 2014 - Present
Forethought Financial Group, Inc. 2012 - 2013
Transamerica Financial Advisors, Inc. 2011 - 2012
Sun Life Financial 2009 - 2011
AIG SunAmerica 1999 - 2011
Education
Miami University
Bachelor’s Degree, Finance, General
NC/SC Life & Health, Long Term Care
Series 63 & Series 6, Series 7
Cole Capital 2014 - Present
Forethought Financial Group, Inc. 2012 - 2013
Transamerica Financial Advisors, Inc. 2011 - 2012
Sun Life Financial 2009 - 2011
AIG SunAmerica 1999 - 2011
Education
Miami University
Bachelor’s Degree, Finance, General
NC/SC Life & Health, Long Term Care
Series 63 & Series 6, Series 7
Christopher Cameron Christopher Cameron's Cole Capital Experience August 2004 - July 2010
Job CoFounder and Managing Principal
Industry Real Estate
Experience
CPG Capital, LLC January 2015 - Present
Dornin Investment Group June 2013 - October 2014
The O'Donnell Group Inc. March 2011 - May 2013
Thompson National Properties, LLC June 2010 - February 2011
Cole Capital August 2004 - July 2010
Deloitte & Touche September 2001 - August 2004
United States Army September 1991 - November 1995
Skills
GAAP, SEC filings, Financial Reporting, Initial Public Offering, Due Diligence, US GAAP, Financial Modeling, Internal Controls, CPA, Sarbanes-Oxley Act, Financial Analysis, Mergers, Valuation, Consolidation, Financial Accounting, Accounting, Real Estate Financing, Commercial Real Estate..., Commercial Real Estate..., Commercial Real Estate, Investment Properties, Acquisitions, IPO, Investments, Mergers & Acquisitions, Finance
Education
University of Arizona, Eller College of Management 1997 — 2001
Accounting & Finance
CPG Capital, LLC January 2015 - Present
Dornin Investment Group June 2013 - October 2014
The O'Donnell Group Inc. March 2011 - May 2013
Thompson National Properties, LLC June 2010 - February 2011
Cole Capital August 2004 - July 2010
Deloitte & Touche September 2001 - August 2004
United States Army September 1991 - November 1995
Skills
GAAP, SEC filings, Financial Reporting, Initial Public Offering, Due Diligence, US GAAP, Financial Modeling, Internal Controls, CPA, Sarbanes-Oxley Act, Financial Analysis, Mergers, Valuation, Consolidation, Financial Accounting, Accounting, Real Estate Financing, Commercial Real Estate..., Commercial Real Estate..., Commercial Real Estate, Investment Properties, Acquisitions, IPO, Investments, Mergers & Acquisitions, Finance
Education
University of Arizona, Eller College of Management 1997 — 2001
Accounting & Finance
Jake Fortune-Greeley Jake Fortune-Greeley's Cole Capital Experience May 2012 - August 2012
Job Investment Officer at Exeter Property Group
Industry Real Estate
Experience
Exeter Property Group May 2014 - Present
Blue Heron Asset Management May 2013 - April 2014
Montesorri Children's House of Durham August 2009 - November 2012
Cole Capital May 2012 - August 2012
Trinity Partners August 2009 - December 2011
GVA Advantis May 2007 - July 2009
Tefen 2004 - 2007
Skills
Real Estate, Due Diligence, Financial Analysis, Real Estate Development, Financial Modeling, Valuation, Location Intelligence, Leases
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
MBA, Real Estate, Finance
University of Notre Dame 1999 — 2003
BA, Business Administration, Finance
University of Notre Dame Australia 2001 — 2001
Study Abroad Program
Exeter Property Group May 2014 - Present
Blue Heron Asset Management May 2013 - April 2014
Montesorri Children's House of Durham August 2009 - November 2012
Cole Capital May 2012 - August 2012
Trinity Partners August 2009 - December 2011
GVA Advantis May 2007 - July 2009
Tefen 2004 - 2007
Skills
Real Estate, Due Diligence, Financial Analysis, Real Estate Development, Financial Modeling, Valuation, Location Intelligence, Leases
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
MBA, Real Estate, Finance
University of Notre Dame 1999 — 2003
BA, Business Administration, Finance
University of Notre Dame Australia 2001 — 2001
Study Abroad Program
Travis Bowers, CCIM Travis Bowers, CCIM's Cole Capital Experience November 2010 - August 2013
Job Bowers Consulting
Industry Commercial Real Estate
Experience
Bowers Real Estate July 2009 - Present
Cole Capital November 2010 - August 2013
GE Real Estate April 2001 - December 2008
Price Waterhouse June 1995 - September 1999
3rd Infantry - US Army December 1987 - July 1990
Skills
Asset Managment, Real Estate, Due Diligence, Portfolio Management, Investments, Asset Management, Commercial Real Estate, Loans, Finance, Investment Properties, Joint Ventures, Acquisitions, Valuation
Education
San Diego State University-California State University 1992 — 1995
BA in Accounting, Business School
Bowers Real Estate July 2009 - Present
Cole Capital November 2010 - August 2013
GE Real Estate April 2001 - December 2008
Price Waterhouse June 1995 - September 1999
3rd Infantry - US Army December 1987 - July 1990
Skills
Asset Managment, Real Estate, Due Diligence, Portfolio Management, Investments, Asset Management, Commercial Real Estate, Loans, Finance, Investment Properties, Joint Ventures, Acquisitions, Valuation
Education
San Diego State University-California State University 1992 — 1995
BA in Accounting, Business School
Geoff Morris, JD, MBA Geoff Morris, JD, MBA's Cole Capital Experience May 2012 - August 2012
Job Attorney at Gillespie, Shields & Durrant
Industry Legal Services
Experience
Gillespie, Shields & Durrant Five Practice Areas - Exceptional Representation August 2014 - Present
Gillespie, Shields & Durrant Five Practice Areas - Exceptional Representation July 2014 - August 2014
Healthcare Entrepreneurship Clinic August 2013 - May 2014
Arizona Supreme Court January 2013 - April 2013
Cole Capital May 2012 - August 2012
Cole Capital May 2011 - August 2011
PrO Unlimited @ Symantec February 2010 - September 2010
Manpower November 2009 - January 2010
Symantec January 2008 - October 2008
Symantec May 2006 - December 2007
Skills
Business Process..., Project Management, Management, Business Process, Software Documentation, Budgets, Business Analysis, Data Analysis, Agile Methodologies, Analysis, Finance, Human Resources, Time Management, Process Improvement, Cross-functional Team..., Policy, Software Project..., Strategy, Contract Negotiation, Vendor Management, Due Diligence, Microsoft Excel, Program Management, Leadership, Marketing, CRM, SDLC, Business Intelligence, Visio, Westlaw, Legal Research, Legal Writing, Adaptability, Change Management, Risk Management, Litigation
Education
Arizona State University College of Law 2011 — 2014
JD, Patents, Copyright, Trademark, Privacy, Internet, Contracts, Corporate, Trial
Arizona State University, W. P. Carey School of Business 2010 — 2012
MBA, Finance, General
University of Oregon - Charles H. Lundquist College of Business 2004 — 2007
Business Administration, Leadership, Operations, and Accounting
University of Oregon 2003 — 2007
BS, Computer Information Science
Gillespie, Shields & Durrant Five Practice Areas - Exceptional Representation August 2014 - Present
Gillespie, Shields & Durrant Five Practice Areas - Exceptional Representation July 2014 - August 2014
Healthcare Entrepreneurship Clinic August 2013 - May 2014
Arizona Supreme Court January 2013 - April 2013
Cole Capital May 2012 - August 2012
Cole Capital May 2011 - August 2011
PrO Unlimited @ Symantec February 2010 - September 2010
Manpower November 2009 - January 2010
Symantec January 2008 - October 2008
Symantec May 2006 - December 2007
Skills
Business Process..., Project Management, Management, Business Process, Software Documentation, Budgets, Business Analysis, Data Analysis, Agile Methodologies, Analysis, Finance, Human Resources, Time Management, Process Improvement, Cross-functional Team..., Policy, Software Project..., Strategy, Contract Negotiation, Vendor Management, Due Diligence, Microsoft Excel, Program Management, Leadership, Marketing, CRM, SDLC, Business Intelligence, Visio, Westlaw, Legal Research, Legal Writing, Adaptability, Change Management, Risk Management, Litigation
Education
Arizona State University College of Law 2011 — 2014
JD, Patents, Copyright, Trademark, Privacy, Internet, Contracts, Corporate, Trial
Arizona State University, W. P. Carey School of Business 2010 — 2012
MBA, Finance, General
University of Oregon - Charles H. Lundquist College of Business 2004 — 2007
Business Administration, Leadership, Operations, and Accounting
University of Oregon 2003 — 2007
BS, Computer Information Science
Scott Scherer Scott Scherer's Cole Capital Experience 2008 - October 2009
Job President , Employee Benefits & Income Solutions Wholesale & Institutional Distribution. Hall of Fame Benefits
Industry Financial Services
Experience
Hall of Fame Benefits securities offered through TCFG 2009 - Present
Cole Capital 2008 - October 2009
Genworth Financial 2004 - 2008
The Hartford/Planco 1999 - 2004
Demptos Glass & Cooperage Napa, CA 1996 - 1999
San Diego and Solano Private Industry Council's 1990 - 1996
Katz Communications December 1988 - February 1990
Skills
Retirement Planning, 401k, Security licenses 7, License 6, license 63, license 66, Life and Health..., Retirement, Employee Benefits, Alternative Investments, Investments, Marketing, Sales, Health Insurance, Life Insurance, Disability Insurance, Insurance, Sales Management, Strategic Planning, Finance, Management, Human Resources, Leadership, Financial Advisory, Workers Compensation, Business Planning
Education
University of Arizona 1984 — 1988
Patrick Henry High School 1982 — 1984
Hall of Fame Benefits securities offered through TCFG 2009 - Present
Cole Capital 2008 - October 2009
Genworth Financial 2004 - 2008
The Hartford/Planco 1999 - 2004
Demptos Glass & Cooperage Napa, CA 1996 - 1999
San Diego and Solano Private Industry Council's 1990 - 1996
Katz Communications December 1988 - February 1990
Skills
Retirement Planning, 401k, Security licenses 7, License 6, license 63, license 66, Life and Health..., Retirement, Employee Benefits, Alternative Investments, Investments, Marketing, Sales, Health Insurance, Life Insurance, Disability Insurance, Insurance, Sales Management, Strategic Planning, Finance, Management, Human Resources, Leadership, Financial Advisory, Workers Compensation, Business Planning
Education
University of Arizona 1984 — 1988
Patrick Henry High School 1982 — 1984
Eufemia Scarfone Eufemia Scarfone's Cole Capital Experience March 2011 - February 2013
Job Digital Marketing Strategist | Entrepreneur
Industry Marketing and Advertising
Experience
Kinetic Sky November 2009 - Present
Cojoin November 2013 - Present
Pandexio November 2012 - April 2013
Cole Capital March 2011 - February 2013
MyLife.com (formerly Reunion.com) August 2008 - October 2009
Legalzoom.com June 2007 - June 2008
Shopzilla March 2006 - May 2007
(Niche) Online Retail Store 2004 - 2006
eHarmony.com 2002 - 2004
frontsquare.com 2000 - 2001
Skills
Digital Marketing..., Integrated Marketing..., Brand Strategy, Social Media, SEO, SEM, Public Relations, Online Marketing, Usability, Website Optimization, Conversion Optimization, Product Development, Product Marketing, Content Strategy, Content Development, Marketing ROI, Web Analytics, Behavioral Targeting, Segmentation, User Experience, A/B testing, Multivariate Testing, Press Releases, Wordpress, CMS, Digital Marketing, Integrated Marketing, WordPress, E-commerce, Product Management, Analytics, Google Adwords, Social Media Marketing, Omniture, Google Analytics, Web Marketing, CRM, Brand Development, Competitive Analysis, Entrepreneurship, Advertising, Salesforce.com, Website Development, Marketing Strategy, Customer Acquisition, Email Marketing, Marketing, PPC, Mobile Marketing, Marketing Management
Education
University of California, Berkeley 1992 — 1994
B.A., Political Science, Legal Studies
University of California, Los Angeles Extension 1999 — 2001
Certificate, Screenwriting
YHS
Kinetic Sky November 2009 - Present
Cojoin November 2013 - Present
Pandexio November 2012 - April 2013
Cole Capital March 2011 - February 2013
MyLife.com (formerly Reunion.com) August 2008 - October 2009
Legalzoom.com June 2007 - June 2008
Shopzilla March 2006 - May 2007
(Niche) Online Retail Store 2004 - 2006
eHarmony.com 2002 - 2004
frontsquare.com 2000 - 2001
Skills
Digital Marketing..., Integrated Marketing..., Brand Strategy, Social Media, SEO, SEM, Public Relations, Online Marketing, Usability, Website Optimization, Conversion Optimization, Product Development, Product Marketing, Content Strategy, Content Development, Marketing ROI, Web Analytics, Behavioral Targeting, Segmentation, User Experience, A/B testing, Multivariate Testing, Press Releases, Wordpress, CMS, Digital Marketing, Integrated Marketing, WordPress, E-commerce, Product Management, Analytics, Google Adwords, Social Media Marketing, Omniture, Google Analytics, Web Marketing, CRM, Brand Development, Competitive Analysis, Entrepreneurship, Advertising, Salesforce.com, Website Development, Marketing Strategy, Customer Acquisition, Email Marketing, Marketing, PPC, Mobile Marketing, Marketing Management
Education
University of California, Berkeley 1992 — 1994
B.A., Political Science, Legal Studies
University of California, Los Angeles Extension 1999 — 2001
Certificate, Screenwriting
YHS
Russ W. Taylor Russ W. Taylor's Cole Capital Experience November 2011 - February 2012
Job Senior Business Analyst at Vanguard
Industry Financial Services
Experience
Vanguard November 2013 - Present
Vanguard April 2012 - November 2013
Cole Capital November 2011 - February 2012
American Express March 2006 - July 2009
American Express November 2004 - March 2006
American Express July 2003 - October 2004
American Express January 2003 - June 2003
FedEx/Kinko's May 2001 - January 2002
Ion Consulting Group September 2000 - April 2001
JB Oxford & Co. November 1999 - August 2000
Skills
Analysis, Finance, Accounting, Management, Leadership, Access, Sarbanes-Oxley Act, CRM, Financial Analysis, Business Analysis
Education
University of Phoenix 2010 — 2011
Masters of Science in Accountancy, Accounting
The Johns Hopkins University 1995 — 1999
Bachelor of Arts in Economics, Economics
Vanguard November 2013 - Present
Vanguard April 2012 - November 2013
Cole Capital November 2011 - February 2012
American Express March 2006 - July 2009
American Express November 2004 - March 2006
American Express July 2003 - October 2004
American Express January 2003 - June 2003
FedEx/Kinko's May 2001 - January 2002
Ion Consulting Group September 2000 - April 2001
JB Oxford & Co. November 1999 - August 2000
Skills
Analysis, Finance, Accounting, Management, Leadership, Access, Sarbanes-Oxley Act, CRM, Financial Analysis, Business Analysis
Education
University of Phoenix 2010 — 2011
Masters of Science in Accountancy, Accounting
The Johns Hopkins University 1995 — 1999
Bachelor of Arts in Economics, Economics
Sherry Sklar Sherry Sklar's Cole Capital Experience August 2012 - February 2013
Job Membership Specialist at League for Innovation in the Community College
Industry Marketing and Advertising
Experience
League for Innovation in the Community College May 2015 - Present
Plumb Line Designs, LLC May 2009 - Present
Arizona State University August 2014 - Present
Mesa Community College August 2005 - Present
SherrySklarSketch.com August 2009 - Present
Phoenix Art Museum, Arizona Costume Institute 2003 - Present
Scottsdale Artists' School June 2013 - March 2014
Cole Capital August 2012 - February 2013
The J. Peterman Company April 2011 - September 2011
Kirkus Reviews 2007 - August 2010
Skills
Public Relations, Blogging, Advertising, Social Media, Press Releases, Brand Development, Marketing Communications, Marketing Strategy, Newsletters, Event Management, Event Planning, Illustrator, InDesign, Social Media Marketing, Fundraising, Corporate Communications, Editing, Investor Relations, Writing, Photoshop, Research, Copywriting, PowerPoint, Online Marketing, Social Networking, Facebook, New Business Development, Creative Development, Fundraiser Pro, HTML, Google Analytics, Google Adwords, Wordpress Design, EDGAR, Bloomberg Terminal, Retail, Publicity, Excel, Word, Adobe Creative Suite, Promotions, Problem Solving, Outlook, Non-profits, Market Research, Budgeting, Direct Marketing, Media Relations, Higher Education, Leadership Development
Education
Otis College of Art and Design 1992 — 1995
Bachelor of Fine Arts (B.F.A.)
Syracuse University 1982 — 1986
Bachelor of Science
League for Innovation in the Community College May 2015 - Present
Plumb Line Designs, LLC May 2009 - Present
Arizona State University August 2014 - Present
Mesa Community College August 2005 - Present
SherrySklarSketch.com August 2009 - Present
Phoenix Art Museum, Arizona Costume Institute 2003 - Present
Scottsdale Artists' School June 2013 - March 2014
Cole Capital August 2012 - February 2013
The J. Peterman Company April 2011 - September 2011
Kirkus Reviews 2007 - August 2010
Skills
Public Relations, Blogging, Advertising, Social Media, Press Releases, Brand Development, Marketing Communications, Marketing Strategy, Newsletters, Event Management, Event Planning, Illustrator, InDesign, Social Media Marketing, Fundraising, Corporate Communications, Editing, Investor Relations, Writing, Photoshop, Research, Copywriting, PowerPoint, Online Marketing, Social Networking, Facebook, New Business Development, Creative Development, Fundraiser Pro, HTML, Google Analytics, Google Adwords, Wordpress Design, EDGAR, Bloomberg Terminal, Retail, Publicity, Excel, Word, Adobe Creative Suite, Promotions, Problem Solving, Outlook, Non-profits, Market Research, Budgeting, Direct Marketing, Media Relations, Higher Education, Leadership Development
Education
Otis College of Art and Design 1992 — 1995
Bachelor of Fine Arts (B.F.A.)
Syracuse University 1982 — 1986
Bachelor of Science
Steven Sweeny's Cole Capital Experience September 2008 - September 2009
Job Desktop Engineer at MIHS
Industry Information Technology and Services
Experience
Maricopa Integrated Health System April 2014 - Present
P.F. Chang's China Bistro October 2013 - April 2014
Charles Schwab May 2013 - October 2013
TriWest Healthcare Alliance July 2012 - March 2013
TriWest Healthcare Alliance September 2009 - July 2012
Cole Capital September 2008 - September 2009
Nautilus Insurance Group February 2008 - September 2008
Tony Robbins Graduate Activation Model (Volunteer) January 2007 - 2008
eFunds Corporation August 2000 - January 2007
PrePaid Legal Services March 2003 - June 2005
Skills
Technical Support, Public Speaking, Windows Server, SCCM, Desktop Administration, System Administration, Leadership, Training, Team Leadership, Customer Service, Coaching, Leadership Development, Personal Development, Active Directory, Troubleshooting, System Deployment, Windows, Servers, Software Documentation, Security, Microsoft Exchange, Vendor Management, Blackberry Enterprise..., Operating Systems, Scripting, ITIL, SharePoint, VMware, Disaster Recovery, Windows 7, VMware ESX, Help Desk Support, DHCP, XP, Microsoft Technologies, Visio, IIS, Data Center, DNS, Cisco Technologies, Group Policy, IT Operations, Virtualization, Server Administration, Blackberry, Computer Hardware, Windows XP, VMware Infrastructure, Server Architecture
Education
Glendale Community College 2003 — 2006
Associates, General Studies, General Business, Global Business, Arts
Shrewsbury High School 1991 — 1995
High School
Maricopa Integrated Health System April 2014 - Present
P.F. Chang's China Bistro October 2013 - April 2014
Charles Schwab May 2013 - October 2013
TriWest Healthcare Alliance July 2012 - March 2013
TriWest Healthcare Alliance September 2009 - July 2012
Cole Capital September 2008 - September 2009
Nautilus Insurance Group February 2008 - September 2008
Tony Robbins Graduate Activation Model (Volunteer) January 2007 - 2008
eFunds Corporation August 2000 - January 2007
PrePaid Legal Services March 2003 - June 2005
Skills
Technical Support, Public Speaking, Windows Server, SCCM, Desktop Administration, System Administration, Leadership, Training, Team Leadership, Customer Service, Coaching, Leadership Development, Personal Development, Active Directory, Troubleshooting, System Deployment, Windows, Servers, Software Documentation, Security, Microsoft Exchange, Vendor Management, Blackberry Enterprise..., Operating Systems, Scripting, ITIL, SharePoint, VMware, Disaster Recovery, Windows 7, VMware ESX, Help Desk Support, DHCP, XP, Microsoft Technologies, Visio, IIS, Data Center, DNS, Cisco Technologies, Group Policy, IT Operations, Virtualization, Server Administration, Blackberry, Computer Hardware, Windows XP, VMware Infrastructure, Server Architecture
Education
Glendale Community College 2003 — 2006
Associates, General Studies, General Business, Global Business, Arts
Shrewsbury High School 1991 — 1995
High School
Lance Yudkin's Cole Capital Experience August 2005 - August 2006
Job President and Founder / Luxury Motor Group, LLC
Industry Automotive
Experience
LuxSport Motor Group January 2005 - Present
Exotic Classics January 2012 - January 2013
Colliers International November 2010 - Present
Newmark Knight Frank January 2007 - January 2010
Cole Capital August 2005 - August 2006
Merrill Lynch August 2004 - August 2005
Skills
Risk Management, Brokerage, Asset Managment, Real Estate Transactions, Real Estate Economics, Real Estate, Disposition, DCF, Corporate Real Estate, Leadership, Leases, Real Estate Development
Education
University of Arizona 1997 — 2001
Bachelors of Arts, Business and Sociology
Ballard High School 1993 — 1997
High School Diploma
Cheshire Academy 1996 — 1996
LuxSport Motor Group January 2005 - Present
Exotic Classics January 2012 - January 2013
Colliers International November 2010 - Present
Newmark Knight Frank January 2007 - January 2010
Cole Capital August 2005 - August 2006
Merrill Lynch August 2004 - August 2005
Skills
Risk Management, Brokerage, Asset Managment, Real Estate Transactions, Real Estate Economics, Real Estate, Disposition, DCF, Corporate Real Estate, Leadership, Leases, Real Estate Development
Education
University of Arizona 1997 — 2001
Bachelors of Arts, Business and Sociology
Ballard High School 1993 — 1997
High School Diploma
Cheshire Academy 1996 — 1996
Matthew Cutter's Cole Capital Experience July 2009 - January 2011
Job Hotquant, EDM Engineer
Industry Financial Services
Experience
HotQuant, Inc. July 2013 - Present
Janus Capital Group March 2012 - July 2013
Charles Schwab February 2011 - March 2012
Cole Capital July 2009 - January 2011
Specialized Loan Servicing January 2007 - July 2009
Nelnet 2003 - 2006
TIAA-CREF 1997 - 2003
Skills
Business Process, Software Project..., Software Implementation, Business Process..., IT Management, Consulting, Governance, User Acceptance Testing, Business Requirements, Process Improvement, Business Analysis, Change Management, Management, Investments, Microsoft SQL Server, SharePoint, Vendor Management, Project Management, Requirements Gathering, SDLC, ETL, T-SQL, Testing, Data Modeling, Financial Services, Database Design, Databases, Agile Project Management, SSIS, Salesforce.com, Software Development, SQL, Systems Analysis, Software Documentation, IT Strategy, Requirements Analysis, Data Management
Education
Colorado State University 1989 — 1993
B.S., Psychology
HotQuant, Inc. July 2013 - Present
Janus Capital Group March 2012 - July 2013
Charles Schwab February 2011 - March 2012
Cole Capital July 2009 - January 2011
Specialized Loan Servicing January 2007 - July 2009
Nelnet 2003 - 2006
TIAA-CREF 1997 - 2003
Skills
Business Process, Software Project..., Software Implementation, Business Process..., IT Management, Consulting, Governance, User Acceptance Testing, Business Requirements, Process Improvement, Business Analysis, Change Management, Management, Investments, Microsoft SQL Server, SharePoint, Vendor Management, Project Management, Requirements Gathering, SDLC, ETL, T-SQL, Testing, Data Modeling, Financial Services, Database Design, Databases, Agile Project Management, SSIS, Salesforce.com, Software Development, SQL, Systems Analysis, Software Documentation, IT Strategy, Requirements Analysis, Data Management
Education
Colorado State University 1989 — 1993
B.S., Psychology
David Calvino's Cole Capital Experience 2004 - 2006
Job Group Insurance Specialist at Good Neighbor Insurance, Inc
Industry Financial Services
Experience
Good Neighbor Insurance, Inc November 2012 - Present
Dalton Education 2011 - 2012
US Bank November 2008 - February 2011
Bank of America June 2008 - November 2008
Cole Capital 2004 - 2006
ING Funds June 2001 - September 2004
Morgan Stanley February 2000 - April 2001
Skills
Financial Risk, Financial Services, Financial Advisory, Banking, Leadership, Investments, Training, Loans, Mutual Funds
Education
Cornell University 1992 — 1994
Bachelor of Science, Business
Pathways
Good Neighbor Insurance, Inc November 2012 - Present
Dalton Education 2011 - 2012
US Bank November 2008 - February 2011
Bank of America June 2008 - November 2008
Cole Capital 2004 - 2006
ING Funds June 2001 - September 2004
Morgan Stanley February 2000 - April 2001
Skills
Financial Risk, Financial Services, Financial Advisory, Banking, Leadership, Investments, Training, Loans, Mutual Funds
Education
Cornell University 1992 — 1994
Bachelor of Science, Business
Pathways
Tricia Amato's Cole Capital Experience February 2011 - July 2015
Job Realtor, specializing in historic homes
Industry Real Estate
Experience
HomeSmart Elite Grouo July 2014 - Present
Tamato Design 2005 - Present
Cole Capital February 2011 - July 2015
Kaplan University September 2009 - May 2010
The Art Center Design College of Tucson June 2007 - December 2008
Gordley Design Group August 2005 - June 2007
Gordley Design Group May 1992 - August 2005
The Design Group 1987 - 1987
Skills
Creative Direction, Brand Development, Adobe Creative Suite, Graphic Design, Branding & Identity, Marketing, InDesign, Art History, Typography, Management, Photoshop, Advertising, Art Direction, Research, Layout, Brochures, Logo Design, Wordpress, Illustrator, WordPress, Editing, Posters, Graphics, Corporate Identity, Visual Communication, Leadership
Education
University of Arizona 2005 — 2007
MA, Art History, Medieval
Virginia Commonwealth University 2009 — 2009
n/a, Graduate studies in Graphic Design
The University of New Mexico 2006 — 2006
n/a, paleography
University of Arizona 1982 — 1986
BFA, Graphic Design
HomeSmart Elite Grouo July 2014 - Present
Tamato Design 2005 - Present
Cole Capital February 2011 - July 2015
Kaplan University September 2009 - May 2010
The Art Center Design College of Tucson June 2007 - December 2008
Gordley Design Group August 2005 - June 2007
Gordley Design Group May 1992 - August 2005
The Design Group 1987 - 1987
Skills
Creative Direction, Brand Development, Adobe Creative Suite, Graphic Design, Branding & Identity, Marketing, InDesign, Art History, Typography, Management, Photoshop, Advertising, Art Direction, Research, Layout, Brochures, Logo Design, Wordpress, Illustrator, WordPress, Editing, Posters, Graphics, Corporate Identity, Visual Communication, Leadership
Education
University of Arizona 2005 — 2007
MA, Art History, Medieval
Virginia Commonwealth University 2009 — 2009
n/a, Graduate studies in Graphic Design
The University of New Mexico 2006 — 2006
n/a, paleography
University of Arizona 1982 — 1986
BFA, Graphic Design
Kara Howard's Cole Capital Experience 2003 - 2008
Job VP Relationship Mgmt & Business Development
Industry Financial Services
Experience
RC Securities October 2009 - Present
Bluerock Real Estate February 2009 - September 2009
Lightstone Securities February 2008 - January 2009
Cole Capital 2003 - 2008
Morgan Stanley 2000 - 2004
Education
UC Davis
RC Securities October 2009 - Present
Bluerock Real Estate February 2009 - September 2009
Lightstone Securities February 2008 - January 2009
Cole Capital 2003 - 2008
Morgan Stanley 2000 - 2004
Education
UC Davis
Laura Dunn's Cole Capital Experience May 2009 - March 2010
Job Vice President, National Relationship Mangement at ICON Investments
Industry Financial Services
Experience
ICON Investments February 2014 - Present
ICON Investments April 2011 - February 2014
ICON Securities April 2010 - April 2011
Cole Capital May 2009 - March 2010
MFS Investment Management January 2007 - May 2009
Skills
Series 7, Alternative Investments, Key Account Mangement, Series 6, Series 63, Mutual Funds, Relationship Management
Education
University of Pittsburgh 2000 — 2002
East Stroudsburg University of Pennsylvania 2002 — 2004
ICON Investments February 2014 - Present
ICON Investments April 2011 - February 2014
ICON Securities April 2010 - April 2011
Cole Capital May 2009 - March 2010
MFS Investment Management January 2007 - May 2009
Skills
Series 7, Alternative Investments, Key Account Mangement, Series 6, Series 63, Mutual Funds, Relationship Management
Education
University of Pittsburgh 2000 — 2002
East Stroudsburg University of Pennsylvania 2002 — 2004
Phil Graham's Cole Capital Experience January 2012 - February 2015
Job SVP, Director of National Accounts at Griffin Capital Securities, Inc.
Industry Financial Services
Experience
Cole Capital January 2012 - February 2015
Behringer Harvard July 2008 - December 2011
Evergreen Investments 1999 - 2007
New England Funds 1997 - 1999
MFS 1987 - 1995
Massachusetts Financial Services 1987 - 1995
Education
Northeastern University 1982 — 1987
Bachelor of Science, Business
Wellesley High School 1978 — 1982
Cole Capital January 2012 - February 2015
Behringer Harvard July 2008 - December 2011
Evergreen Investments 1999 - 2007
New England Funds 1997 - 1999
MFS 1987 - 1995
Massachusetts Financial Services 1987 - 1995
Education
Northeastern University 1982 — 1987
Bachelor of Science, Business
Wellesley High School 1978 — 1982
Norm Reynolds's Cole Capital Experience Sr. Sys EngCunningham Consulting2000 - 2003
Job Director of IT at Cole Companies
Industry Financial Services
Experience
Cole Capital Sr. Sys EngCunningham Consulting2000 - 2003
Inacom 1998 - 2001
Skills
Disaster Recovery, SharePoint, Data Center, Process Improvement, Cloud Computing, IT Management, IT Strategy, Cisco Technologies, Vendor Management, Business Intelligence, SDLC, Enterprise Architecture, Salesforce.com, Management, ITIL, Business Analysis
Education
Arizona State University 1988 — 1990
Cole Capital Sr. Sys EngCunningham Consulting2000 - 2003
Inacom 1998 - 2001
Skills
Disaster Recovery, SharePoint, Data Center, Process Improvement, Cloud Computing, IT Management, IT Strategy, Cisco Technologies, Vendor Management, Business Intelligence, SDLC, Enterprise Architecture, Salesforce.com, Management, ITIL, Business Analysis
Education
Arizona State University 1988 — 1990
Eddie Villa's Cole Capital Experience April 2006 - January 2010
Job Director of Digital Strategy at Urias Communications
Industry Design
Experience
Urias Communications August 2015 - Present
Ideas Collide August 2012 - July 2015
Ensemble Real Estate March 2010 - June 2012
Cole Capital April 2006 - January 2010
Ross Brown Partners, Inc. 2005 - 2006
Stone & Youngberg 2003 - 2004
Skills
Advertising, Real Estate, PowerPoint, Microsoft Office, Marketing, Microsoft Excel, Microsoft Word, Social Media, Public Relations, Online Advertising, Strategic Planning, Marketing Strategy, Photoshop, Email Marketing, Project Management
Education
Sessions College for Professional Design 2010 — 2012
Design, Branding, Multi-Media
Arizona State University 2000 — 2004
Urias Communications August 2015 - Present
Ideas Collide August 2012 - July 2015
Ensemble Real Estate March 2010 - June 2012
Cole Capital April 2006 - January 2010
Ross Brown Partners, Inc. 2005 - 2006
Stone & Youngberg 2003 - 2004
Skills
Advertising, Real Estate, PowerPoint, Microsoft Office, Marketing, Microsoft Excel, Microsoft Word, Social Media, Public Relations, Online Advertising, Strategic Planning, Marketing Strategy, Photoshop, Email Marketing, Project Management
Education
Sessions College for Professional Design 2010 — 2012
Design, Branding, Multi-Media
Arizona State University 2000 — 2004
Kayla Sahl's Cole Capital Experience March 2007 - January 2010
Job Accountant at Butler Hansen, P.C.
Industry Accounting
Experience
Butler Hansen, P.C. December 2012 - Present
Cole Capital March 2007 - January 2010
McGladrey & Pullen LLP 2005 - 2007
Skills
Financial Reporting, Financial Analysis, US GAAP
Education
Northern Arizona University 1993 — 1998
Butler Hansen, P.C. December 2012 - Present
Cole Capital March 2007 - January 2010
McGladrey & Pullen LLP 2005 - 2007
Skills
Financial Reporting, Financial Analysis, US GAAP
Education
Northern Arizona University 1993 — 1998
Brian Rivera's Cole Capital Experience January 2013 - Present
Job Western Divisional Sales Manager at Cole Capital
Industry Financial Services
Experience
Cole Capital January 2013 - Present
Cole Capital June 2010 - Present
KBS Capital Markets Group September 2005 - June 2010
MetLife Investors March 2001 - September 2005
Skills
Series 7, Alternative Investments, Asset Allocation, Investments, Mutual Funds, Retirement Planning, Sales, Sales Operations, Series 63, Wealth Management
Education
Franklin & Marshall College 1989 — 1993
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Cole Capital January 2013 - Present
Cole Capital June 2010 - Present
KBS Capital Markets Group September 2005 - June 2010
MetLife Investors March 2001 - September 2005
Skills
Series 7, Alternative Investments, Asset Allocation, Investments, Mutual Funds, Retirement Planning, Sales, Sales Operations, Series 63, Wealth Management
Education
Franklin & Marshall College 1989 — 1993
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Joan Wolfert's Cole Capital Experience July 2014 - Present
Job Senior Director, Operations at Cole Capital
Industry Financial Services
Experience
Cole Capital July 2014 - Present
Cole Capital January 2013 - July 2014
Cole Capital September 2007 - January 2013
Cole Capital March 2006 - September 2007
Cole Capital April 2005 - March 2006
Vanguard January 2005 - April 2005
Skills
Asset Management, Mutual Funds, Investments, Securities, Alternative Investments, Management, Financial Services, Portfolio Management, Strategic Planning, Customer Service
Education
Arizona State University 2000 — 2004
Cole Capital July 2014 - Present
Cole Capital January 2013 - July 2014
Cole Capital September 2007 - January 2013
Cole Capital March 2006 - September 2007
Cole Capital April 2005 - March 2006
Vanguard January 2005 - April 2005
Skills
Asset Management, Mutual Funds, Investments, Securities, Alternative Investments, Management, Financial Services, Portfolio Management, Strategic Planning, Customer Service
Education
Arizona State University 2000 — 2004
Kerry Kelly's Cole Capital Experience January 2014 - Present
Job Director, Capital Markets Marketing
Industry Marketing and Advertising
Experience
Cole Capital January 2014 - Present
Cole Capital August 2011 - January 2014
Mullen July 2008 - September 2010
Mullen July 2007 - July 2008
Greensboro Grasshoppers 2005 - 2007
Entercom 2003 - 2005
BB&T 1999 - 2002
Skills
Advertising, Integrated Marketing, Social Media, Social Media Marketing, Marketing Strategy, Marketing, Public Relations, Creative Direction, Management, Email Marketing, Direct Marketing, Online Marketing, Online Advertising, Digital Marketing, Brand Development, Direct Mail, Google Analytics
Education
High Point University 1992 — 1996
BA, English Communications
Cole Capital January 2014 - Present
Cole Capital August 2011 - January 2014
Mullen July 2008 - September 2010
Mullen July 2007 - July 2008
Greensboro Grasshoppers 2005 - 2007
Entercom 2003 - 2005
BB&T 1999 - 2002
Skills
Advertising, Integrated Marketing, Social Media, Social Media Marketing, Marketing Strategy, Marketing, Public Relations, Creative Direction, Management, Email Marketing, Direct Marketing, Online Marketing, Online Advertising, Digital Marketing, Brand Development, Direct Mail, Google Analytics
Education
High Point University 1992 — 1996
BA, English Communications
Leon Fern's Cole Capital Experience 2007 - 2010
Job Managing Director Capital Markets Preferred Apartment Communities
Industry Financial Services
Experience
Preferred Apartment Communities 2012 - Present
Griffin Capital Securities 2010 - December 2012
Cole Capital 2007 - 2010
Lincoln Financial Group August 2006 - August 2007
GE Capital April 1999 - August 2006
Alliance Capital Management 1992 - 1999
Skills
Asset Managment, Asset Allocation, Securities, Series 6, Wealth Management, Separately Managed..., Portfolio Management, Series 7
Education
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1990
Bachelor of Science (B.S.), Economics and Finance
Preferred Apartment Communities 2012 - Present
Griffin Capital Securities 2010 - December 2012
Cole Capital 2007 - 2010
Lincoln Financial Group August 2006 - August 2007
GE Capital April 1999 - August 2006
Alliance Capital Management 1992 - 1999
Skills
Asset Managment, Asset Allocation, Securities, Series 6, Wealth Management, Separately Managed..., Portfolio Management, Series 7
Education
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1990
Bachelor of Science (B.S.), Economics and Finance
Myke Olsen's Cole Capital Experience January 2015 - Present
Job Staff Accountant at philosophy
Industry Accounting
Experience
Cole Capital January 2015 - Present
philosophy July 2013 - December 2014
International Franchise Solutions May 2010 - July 2013
GVNW Consulting May 2009 - May 2010
Greenstein, Rogoff, Olsen & Co., LLP January 2008 - April 2008
Fox Peterson, LLC January 2004 - April 2007
Skills
Accounting, Auditing, Financial Reporting, Financial Analysis, Franchising, Tax Preparation, Bookkeeping, GAAP, Financial Statements, Customer Service, Small Business, Microsoft Office, QuickBooks, US GAAP, Income Tax, Tax Accounting, Fixed Assets, Tax, General Ledger, Microsoft Excel
Education
Brigham Young University - Idaho 2007 — 2009
Bachelor of Science (B.S.), Accounting
Mesa Community College 2004 — 2007
Associates in Arts, Business
Cole Capital January 2015 - Present
philosophy July 2013 - December 2014
International Franchise Solutions May 2010 - July 2013
GVNW Consulting May 2009 - May 2010
Greenstein, Rogoff, Olsen & Co., LLP January 2008 - April 2008
Fox Peterson, LLC January 2004 - April 2007
Skills
Accounting, Auditing, Financial Reporting, Financial Analysis, Franchising, Tax Preparation, Bookkeeping, GAAP, Financial Statements, Customer Service, Small Business, Microsoft Office, QuickBooks, US GAAP, Income Tax, Tax Accounting, Fixed Assets, Tax, General Ledger, Microsoft Excel
Education
Brigham Young University - Idaho 2007 — 2009
Bachelor of Science (B.S.), Accounting
Mesa Community College 2004 — 2007
Associates in Arts, Business
Joseph M Cali, CIMA®'s Cole Capital Experience 2005 - 2006
Job Regional Investment Consultant, Charles Schwab Investment Management
Industry Investment Management
Experience
Charles Schwab Investment Management December 2006 - Present
Charles Schwab 2006 - Present
Cole Capital 2005 - 2006
ING Funds 2004 - 2005
Skills
Business Development, Relationship Management, Retirement, Investment Management, Series 7, Mutual Funds, Wealth Management, Investments, Series 63, Asset Allocation, Portfolio Management, Asset Management, Alternative Investments, Investment Advisory, Financial Services, Retirement Planning, Investment Strategies, Equities, Securities, Strategic Financial...
Education
The University of Chicago Booth School of Business 2014 — 2014
Executive Education Program, Investment Management
Arizona State University 1996 — 2000
Bachelor of Science (B.S.), International Finance
Charles Schwab Investment Management December 2006 - Present
Charles Schwab 2006 - Present
Cole Capital 2005 - 2006
ING Funds 2004 - 2005
Skills
Business Development, Relationship Management, Retirement, Investment Management, Series 7, Mutual Funds, Wealth Management, Investments, Series 63, Asset Allocation, Portfolio Management, Asset Management, Alternative Investments, Investment Advisory, Financial Services, Retirement Planning, Investment Strategies, Equities, Securities, Strategic Financial...
Education
The University of Chicago Booth School of Business 2014 — 2014
Executive Education Program, Investment Management
Arizona State University 1996 — 2000
Bachelor of Science (B.S.), International Finance
Clayton Wyatt's Cole Capital Experience May 2012 - September 2012
Job Associate, Real Estate Investment Banking at Jefferies & Company
Industry Real Estate
Experience
Jefferies & Company April 2013 - Present
Cole Capital May 2012 - September 2012
IRA Realty Capital February 2012 - May 2012
Velocity Retail Group January 2008 - June 2011
The Staubach Company July 2007 - January 2009
Skills
Real Estate Finance, Valuation, Financial Analysis, Financial Modeling, Real Estate, Due Diligence, Excel, Real Estate Investment, PowerPoint, Negotiation, Investment Properties
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
University College Dublin 2012 — 2012
Brigham Young University 2000 — 2008
BS, Real Estate Finance
Jefferies & Company April 2013 - Present
Cole Capital May 2012 - September 2012
IRA Realty Capital February 2012 - May 2012
Velocity Retail Group January 2008 - June 2011
The Staubach Company July 2007 - January 2009
Skills
Real Estate Finance, Valuation, Financial Analysis, Financial Modeling, Real Estate, Due Diligence, Excel, Real Estate Investment, PowerPoint, Negotiation, Investment Properties
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
University College Dublin 2012 — 2012
Brigham Young University 2000 — 2008
BS, Real Estate Finance
Alek Melkumov's Cole Capital Experience September 2014 - Present
Job Financial Sales Professional
Industry Financial Services
Experience
Cole Capital September 2014 - Present
Vanguard 2013 - 2014
Finance Logix March 2008 - November 2013
Skills
Wealth Management, Strategic Financial..., Mutual Funds, Retirement Planning, Asset Allocation, Financial Planners, Series 7, Investment Strategies, Financial Planning, Investment Advisory, Financial Analysis, Retirement, Fixed Income, Financial Software..., Financial Risk, Series 63, Wealth, ETFs, Bonds, Equities, Investment Management, Securities, Finance, Alternative Investments, Relationship Management
Education
University of Arizona 2007 — 2008
Masters, Finance
University of Arizona 2003 — 2006
Bachelor, Finance
Cole Capital September 2014 - Present
Vanguard 2013 - 2014
Finance Logix March 2008 - November 2013
Skills
Wealth Management, Strategic Financial..., Mutual Funds, Retirement Planning, Asset Allocation, Financial Planners, Series 7, Investment Strategies, Financial Planning, Investment Advisory, Financial Analysis, Retirement, Fixed Income, Financial Software..., Financial Risk, Series 63, Wealth, ETFs, Bonds, Equities, Investment Management, Securities, Finance, Alternative Investments, Relationship Management
Education
University of Arizona 2007 — 2008
Masters, Finance
University of Arizona 2003 — 2006
Bachelor, Finance
James J Ryan's Cole Capital Experience July 2011 - February 2015
Job Executive Vice President, Relationship Management at Griffin Capital Securities, Inc.
Industry Financial Services
Experience
Griffin Capital Securities, Inc. February 2015 - Present
Cole Capital July 2011 - February 2015
Lincoln Financial Distributors December 2006 - June 2010
Lincoln Financial Distributors January 2005 - December 2006
Lincoln Financial Distributors July 2003 - December 2004
Prudential Financial May 2001 - December 2002
Sun Life Financial November 1994 - May 2001
Sun Life Financial Distributors November 1994 - May 2001
Sun Life of Canada November 1994 - May 2001
Mid-Atlantic Region November 1994 - May 2001
Skills
Strategy, Mutual Funds, Sales Management, Business Development, CRM, Strategic Planning, Series 63, Leadership, Business Planning, Series 7
Education
The Catholic University of America 1979 — 1983
BA, English
Griffin Capital Securities, Inc. February 2015 - Present
Cole Capital July 2011 - February 2015
Lincoln Financial Distributors December 2006 - June 2010
Lincoln Financial Distributors January 2005 - December 2006
Lincoln Financial Distributors July 2003 - December 2004
Prudential Financial May 2001 - December 2002
Sun Life Financial November 1994 - May 2001
Sun Life Financial Distributors November 1994 - May 2001
Sun Life of Canada November 1994 - May 2001
Mid-Atlantic Region November 1994 - May 2001
Skills
Strategy, Mutual Funds, Sales Management, Business Development, CRM, Strategic Planning, Series 63, Leadership, Business Planning, Series 7
Education
The Catholic University of America 1979 — 1983
BA, English
Nick Bascle's Cole Capital Experience January 2013 - July 2013
Job Property Accountant at American Realty Capital Properties
Industry Accounting
Experience
American Realty Capital Properties July 2013 - Present
Cole Capital January 2013 - July 2013
Cole Capital July 2012 - December 2012
Kinder Morgan April 2009 - June 2012
National Oilwell Varco May 2007 - February 2009
Kirby October 2005 - May 2007
Skills
Petroleum, JD Edwards, Financial Reporting, Accounts Payable, Accounting, Sarbanes-Oxley Act, Variance Analysis, Auditing, Oil/Gas, Accounts Receivable, General Ledger, Invoicing, Account Reconciliation
Education
Southeastern Louisiana University 2004 — 2005
Bachelor of Science (BS), Accounting, 3.6
University of Louisiana at Monroe 2001 — 2004
Accounting, 3.9
Vandebilt Catholic
American Realty Capital Properties July 2013 - Present
Cole Capital January 2013 - July 2013
Cole Capital July 2012 - December 2012
Kinder Morgan April 2009 - June 2012
National Oilwell Varco May 2007 - February 2009
Kirby October 2005 - May 2007
Skills
Petroleum, JD Edwards, Financial Reporting, Accounts Payable, Accounting, Sarbanes-Oxley Act, Variance Analysis, Auditing, Oil/Gas, Accounts Receivable, General Ledger, Invoicing, Account Reconciliation
Education
Southeastern Louisiana University 2004 — 2005
Bachelor of Science (BS), Accounting, 3.6
University of Louisiana at Monroe 2001 — 2004
Accounting, 3.9
Vandebilt Catholic
Jonathan Albro's Cole Capital Experience 2004 - 2006
Job CEO Penn Square Real Estate Group, LLC
Industry Investment Management
Experience
Penn Square Real Estate Group, LLC November 2006 - Present
Cole Capital 2004 - 2006
Skills
Mutual Funds, Real Estate, Financial Services, Fund Of Funds, Management, Alternative Investments, Investments, Investors, Investment Strategies, Asset Management, Investment Management, Private Equity
Education
State University of New York College at Fredonia
BS, Economics
Penn Square Real Estate Group, LLC November 2006 - Present
Cole Capital 2004 - 2006
Skills
Mutual Funds, Real Estate, Financial Services, Fund Of Funds, Management, Alternative Investments, Investments, Investors, Investment Strategies, Asset Management, Investment Management, Private Equity
Education
State University of New York College at Fredonia
BS, Economics
Michael Munson, CPA's Cole Capital Experience January 2007 - April 2008
Job Controller at Harvard Investments
Industry Real Estate
Experience
Harvard Investments June 2015 - Present
Colony American Homes August 2013 - April 2015
Colony American Homes September 2012 - July 2013
ON Semiconductor April 2008 - August 2012
Cole Capital January 2007 - April 2008
CBIZ 2004 - 2005
Deloitte October 2002 - March 2004
Skills
Sarbanes-Oxley Act, Financial Reporting, Auditing, Financial Accounting, SEC filings, Cost Accounting, Accounting, Financial Analysis, General Ledger, US GAAP, Revenue Recognition, Financial Modeling, Consolidation, Hyperion Enterprise, GAAP, Tax, Sarbanes-Oxley, Account Reconciliation, Internal Controls, Strategic Financial..., CPA, Financial Statements, SEC Filings, Variance Analysis
Education
Arizona State University 2004 — 2006
Certificate in Accountancy
University of San Francisco 1998 — 2002
Bachelor of Science (BS), Business Administration and Management, General
Brophy College Preperatory
Harvard Investments June 2015 - Present
Colony American Homes August 2013 - April 2015
Colony American Homes September 2012 - July 2013
ON Semiconductor April 2008 - August 2012
Cole Capital January 2007 - April 2008
CBIZ 2004 - 2005
Deloitte October 2002 - March 2004
Skills
Sarbanes-Oxley Act, Financial Reporting, Auditing, Financial Accounting, SEC filings, Cost Accounting, Accounting, Financial Analysis, General Ledger, US GAAP, Revenue Recognition, Financial Modeling, Consolidation, Hyperion Enterprise, GAAP, Tax, Sarbanes-Oxley, Account Reconciliation, Internal Controls, Strategic Financial..., CPA, Financial Statements, SEC Filings, Variance Analysis
Education
Arizona State University 2004 — 2006
Certificate in Accountancy
University of San Francisco 1998 — 2002
Bachelor of Science (BS), Business Administration and Management, General
Brophy College Preperatory
Kim Kundrak's Cole Capital Experience August 2009 - January 2012
Job Principal at Azure Vista Real Estate Services
Industry Real Estate
Experience
Azure Vista Real Estate Services September 2013 - Present
Cole Capital August 2009 - January 2012
Realty Income Corporation July 1996 - November 2008
Burnham Pacific Properties April 1987 - October 1995
John Burnham & Company December 1985 - March 1987
The Hahn Company July 1982 - December 1985
Skills
Location Intelligence, Acquisitions, Real Estate Transactions, Real Estate Economics, Real Estate, Disposition, Investment Properties, Strategic Planning, Asset Management, Due Diligence, Shopping Centers, Commercial Real Estate, Real Estate Development, Leases, Corporate Real Estate, Real Estate Financing
Education
Point Loma Nazarene University 1975 — 1979
BA, Business Administration
Azure Vista Real Estate Services September 2013 - Present
Cole Capital August 2009 - January 2012
Realty Income Corporation July 1996 - November 2008
Burnham Pacific Properties April 1987 - October 1995
John Burnham & Company December 1985 - March 1987
The Hahn Company July 1982 - December 1985
Skills
Location Intelligence, Acquisitions, Real Estate Transactions, Real Estate Economics, Real Estate, Disposition, Investment Properties, Strategic Planning, Asset Management, Due Diligence, Shopping Centers, Commercial Real Estate, Real Estate Development, Leases, Corporate Real Estate, Real Estate Financing
Education
Point Loma Nazarene University 1975 — 1979
BA, Business Administration
Ben Satterfield's Cole Capital Experience January 2013 - September 2013
Job Senior Vice President at Eagle Capital Markets Group, a division of Griffin Capital Securities, Inc.
Industry Financial Services
Experience
Eagle Capital Markets Group, a division of Griffin Capital Securities, Inc. March 2015 - Present
Cole Real Estate Investments September 2013 - March 2015
Cole Capital January 2013 - September 2013
Cole Capital February 2012 - February 2013
MFS Investment Management September 2007 - February 2012
JPMorgan Chase May 2006 - September 2007
Northwestern Mutual 2000 - 2000
Skills
Alternative Investments, BDCs, Mutual Funds, REITS, Investments, Outside Sales, Retirement Planning, Asset Allocation, Face to Face Sales, Investment Strategies, Series 63, Series 7, Series 6, Territory Development, Salesforce.com, Mortgage Banking, Fixed Annuities, Banking, Sales Logix, Financial Advisory
Education
Miami University 1998 — 2003
Bachelor of Science in Business, Finance, Acounting, Economics
Eagle Capital Markets Group, a division of Griffin Capital Securities, Inc. March 2015 - Present
Cole Real Estate Investments September 2013 - March 2015
Cole Capital January 2013 - September 2013
Cole Capital February 2012 - February 2013
MFS Investment Management September 2007 - February 2012
JPMorgan Chase May 2006 - September 2007
Northwestern Mutual 2000 - 2000
Skills
Alternative Investments, BDCs, Mutual Funds, REITS, Investments, Outside Sales, Retirement Planning, Asset Allocation, Face to Face Sales, Investment Strategies, Series 63, Series 7, Series 6, Territory Development, Salesforce.com, Mortgage Banking, Fixed Annuities, Banking, Sales Logix, Financial Advisory
Education
Miami University 1998 — 2003
Bachelor of Science in Business, Finance, Acounting, Economics
Jane Nunez's Cole Capital Experience November 2009 - Present
Job Commercial Real Estate Professional
Industry Commercial Real Estate
Experience
Cole Capital November 2009 - Present
Weingarten Realty Investors November 2006 - June 2009
Woolbright Development June 2005 - September 2006
Skills
Real Estate License, Notary Public, Property Management, Real Estate, Investment Properties, Shopping Centers, Real Estate Development
Education
The University of Texas at Arlington
Mechanical Engineering
Cole Capital November 2009 - Present
Weingarten Realty Investors November 2006 - June 2009
Woolbright Development June 2005 - September 2006
Skills
Real Estate License, Notary Public, Property Management, Real Estate, Investment Properties, Shopping Centers, Real Estate Development
Education
The University of Texas at Arlington
Mechanical Engineering
Paul Surdakowski's Cole Capital Experience May 2008 - August 2011
Job Regional Vice President at Forethought Financial Group, Inc.
Industry Financial Services
Experience
Forethought Financial Group, Inc. May 2013 - Present
MVP Realty Advisor January 2013 - February 2013
AEI Fund Management, Inc August 2011 - September 2012
Cole Capital May 2008 - August 2011
ING February 2008 - May 2008
Wells Fargo Investments May 2007 - February 2008
UBS Wealth Management / Piper Jaffray & Co. November 2004 - May 2007
Skills
Investments, Series 7, REIT, Asset Management, Asset Allocation, Alternative Investments, Life Insurance, Financial Services, Sales, Salesforce.com, Wholesale, Retirement, Fixed Annuities, Financial Advisory, Series 63, Selling, Insurance, Retirement Planning, Mutual Funds
Education
Sequoia Sales Training 2008 — 2008
The University of Texas at Austin 1998 — 2002
English
Phoenix Country Day
Forethought Financial Group, Inc. May 2013 - Present
MVP Realty Advisor January 2013 - February 2013
AEI Fund Management, Inc August 2011 - September 2012
Cole Capital May 2008 - August 2011
ING February 2008 - May 2008
Wells Fargo Investments May 2007 - February 2008
UBS Wealth Management / Piper Jaffray & Co. November 2004 - May 2007
Skills
Investments, Series 7, REIT, Asset Management, Asset Allocation, Alternative Investments, Life Insurance, Financial Services, Sales, Salesforce.com, Wholesale, Retirement, Fixed Annuities, Financial Advisory, Series 63, Selling, Insurance, Retirement Planning, Mutual Funds
Education
Sequoia Sales Training 2008 — 2008
The University of Texas at Austin 1998 — 2002
English
Phoenix Country Day
Brandy Williams's Cole Capital Experience February 2010 - August 2012
Job Real Estate Paralegal at Bridge Investment Group Partners
Industry Real Estate
Experience
Bridge Investment Group Partners August 2012 - Present
Cole Capital February 2010 - August 2012
Gust Rosenfeld, PLC April 2005 - February 2010
Hahn Howard & Greene July 2001 - April 2005
Skills
Bankruptcy, Real Estate, Notary Public, Commercial Real Estate, Corporate Law, Dispositions, Investment Properties
Education
Arizona State University West 1999 — 2002
Bachelor of Science (BS), Administration of Justice
Glendale Community College 1996 — 1999
General Studies
Bridge Investment Group Partners August 2012 - Present
Cole Capital February 2010 - August 2012
Gust Rosenfeld, PLC April 2005 - February 2010
Hahn Howard & Greene July 2001 - April 2005
Skills
Bankruptcy, Real Estate, Notary Public, Commercial Real Estate, Corporate Law, Dispositions, Investment Properties
Education
Arizona State University West 1999 — 2002
Bachelor of Science (BS), Administration of Justice
Glendale Community College 1996 — 1999
General Studies
Beth Sanlorenzo's Cole Capital Experience November 2011 - March 2015
Job Vice President, National Accounts Manager
Industry Real Estate
Experience
Griffin Capital Securities, Inc. March 2015 - Present
Cole Capital November 2011 - March 2015
Cole Capital March 2008 - November 2011
Cintas May 2006 - March 2008
Skills
Advertising, Budgets, Business Development, Cold Calling, Customer Service, Event Management, Investments, Event Planning, Marketing, Marketing Strategy, New Business Development, Public Relations, Real Estate, Sales, Sales Management, Sales Presentations, Sales Process, Salesforce.com, Selling, Series 63, Series 7, Strategic Planning, Trade Shows
Education
University of Arizona 2002 — 2006
BA, Communication
Griffin Capital Securities, Inc. March 2015 - Present
Cole Capital November 2011 - March 2015
Cole Capital March 2008 - November 2011
Cintas May 2006 - March 2008
Skills
Advertising, Budgets, Business Development, Cold Calling, Customer Service, Event Management, Investments, Event Planning, Marketing, Marketing Strategy, New Business Development, Public Relations, Real Estate, Sales, Sales Management, Sales Presentations, Sales Process, Salesforce.com, Selling, Series 63, Series 7, Strategic Planning, Trade Shows
Education
University of Arizona 2002 — 2006
BA, Communication
Andrew Olson, AAMS®'s Cole Capital Experience July 2012 - February 2015
Job Asset Management at Vanguard
Industry Financial Services
Experience
Vanguard March 2015 - Present
Cole Capital July 2012 - February 2015
Ameriprise Financial Services, Inc. December 2010 - July 2012
Minneapolis Financial Group January 2010 - December 2010
Skills
Investments, Series 63, Series 7, Mutual Funds, Retirement Planning, Wealth Management, Asset Management, Asset Allocation, Alternative Investments, Portfolio Management, Strategic Financial..., Securities, Retirement, Investment Strategies, Financial Advisory, Investment Advisory, Financial Analysis, Financial Services
Education
St. Cloud State University 2005 — 2009
Bachelor of Science, Finance, Economics
Vanguard March 2015 - Present
Cole Capital July 2012 - February 2015
Ameriprise Financial Services, Inc. December 2010 - July 2012
Minneapolis Financial Group January 2010 - December 2010
Skills
Investments, Series 63, Series 7, Mutual Funds, Retirement Planning, Wealth Management, Asset Management, Asset Allocation, Alternative Investments, Portfolio Management, Strategic Financial..., Securities, Retirement, Investment Strategies, Financial Advisory, Investment Advisory, Financial Analysis, Financial Services
Education
St. Cloud State University 2005 — 2009
Bachelor of Science, Finance, Economics
Erica Eve's Cole Capital Experience October 2008 - October 2011
Job Property Accountant at RED Development
Industry Real Estate
Experience
RED Development October 2011 - Present
Cole Capital October 2008 - October 2011
West Glen Town Center October 2006 - August 2008
National Radiology & Therapy Services May 2004 - October 2006
Skills
Accounts Receivable, QuickBooks, Outlook, Financial Reporting, Property Management, Microsoft Excel, Tenant, Financial Statements, Management, Commercial Real Estate, GAAP, Budgets, Bank Reconciliation, Accounts Payable, Accounting, Forecasting, Financial Analysis, Leases, Sales, General Ledger, Finance
Education
Grand Canyon University 2011 — 2012
Accounting
Arizona State University 2003 — 2004
Business / Accounting
RED Development October 2011 - Present
Cole Capital October 2008 - October 2011
West Glen Town Center October 2006 - August 2008
National Radiology & Therapy Services May 2004 - October 2006
Skills
Accounts Receivable, QuickBooks, Outlook, Financial Reporting, Property Management, Microsoft Excel, Tenant, Financial Statements, Management, Commercial Real Estate, GAAP, Budgets, Bank Reconciliation, Accounts Payable, Accounting, Forecasting, Financial Analysis, Leases, Sales, General Ledger, Finance
Education
Grand Canyon University 2011 — 2012
Accounting
Arizona State University 2003 — 2004
Business / Accounting
Scott Belval's Cole Capital Experience May 2007 - Present
Job Vice President at CNLSecurities corp
Industry Commercial Real Estate
Experience
Cole Capital May 2007 - Present
Education
Bryant University
Cole Capital May 2007 - Present
Education
Bryant University
Chad Rainey's Cole Capital Experience April 2012 - April 2013
Job Registered Representative
Industry Financial Services
Experience
Charles Schwab June 2013 - April 2014
Cole Capital April 2012 - April 2013
Vanguard May 2006 - April 2012
Skills
Series 63, Mutual Funds, Investments, Asset Allocation, Microsoft Excel, Relationship Management, Data Analysis, Process Improvement, PowerPoint, Series 6, Series 7, Series 66, Insurance, Retirement, Fixed Annuities
Education
Texas A&M University 1999 — 2003
Bachelor of Science (BS), Kinesiology
Charles Schwab June 2013 - April 2014
Cole Capital April 2012 - April 2013
Vanguard May 2006 - April 2012
Skills
Series 63, Mutual Funds, Investments, Asset Allocation, Microsoft Excel, Relationship Management, Data Analysis, Process Improvement, PowerPoint, Series 6, Series 7, Series 66, Insurance, Retirement, Fixed Annuities
Education
Texas A&M University 1999 — 2003
Bachelor of Science (BS), Kinesiology
Alexander Creekman's Cole Capital Experience March 2010 - July 2012
Job Vice President Applied Market Research at Regions Financial Corporation
Industry Real Estate
Experience
Regions Financial Corporation October 2012 - Present
Cole Capital March 2010 - July 2012
Sandor Development May 2009 - March 2010
The Gadsden Company January 2008 - February 2009
Skills
Investments, Financial Analysis, Asset Managment, Financial Modeling, Real Estate, Due Diligence, Leases, Real Estate Development, Commercial Real Estate, Real Estate Economics, Property Management, Credit, Argus Modeling, Disposition, Financial Reporting, Valuation, Underwriting, Asset Management
Education
University of Arizona 2003 — 2007
Bachelor of Science
Regions Financial Corporation October 2012 - Present
Cole Capital March 2010 - July 2012
Sandor Development May 2009 - March 2010
The Gadsden Company January 2008 - February 2009
Skills
Investments, Financial Analysis, Asset Managment, Financial Modeling, Real Estate, Due Diligence, Leases, Real Estate Development, Commercial Real Estate, Real Estate Economics, Property Management, Credit, Argus Modeling, Disposition, Financial Reporting, Valuation, Underwriting, Asset Management
Education
University of Arizona 2003 — 2007
Bachelor of Science
Veronica Deane's Cole Capital Experience November 2007 - April 2012
Job Marketing Manager at Walton International Group
Industry Real Estate
Experience
Walton International Group April 2012 - Present
Cole Capital November 2007 - April 2012
Robson Communities September 2004 - October 2007
Skills
Marketing, Marketing Strategy, Email Marketing, Webcasting, Salesforce.com, ExactTarget, Eloqua, Alternative Investments, Management, Direct Marketing, Investments, Sales, Social Media
Education
Arizona State University 1999 — 2003
Bachelor of Arts (B.A.), Communication
Walton International Group April 2012 - Present
Cole Capital November 2007 - April 2012
Robson Communities September 2004 - October 2007
Skills
Marketing, Marketing Strategy, Email Marketing, Webcasting, Salesforce.com, ExactTarget, Eloqua, Alternative Investments, Management, Direct Marketing, Investments, Sales, Social Media
Education
Arizona State University 1999 — 2003
Bachelor of Arts (B.A.), Communication