Cornerstone Real Estate Funds
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Cornerstone Real Estate Funds Employees
Employee
Years
Job
Industry
Elizabeth Cruz Elizabeth Cruz's Cornerstone Real Estate Funds Experience February 2005 - October 2010
Job Tax Professional | Business Development | Project Management | Strategic Planning | Trainer
Industry Management Consulting
Experience
Professional Consulting Services January 2010 - Present
VRT Services, Inc July 2011 - Present
Body by Maria 2009 - 2013
Cornerstone Real Estate Funds February 2005 - October 2010
Skills
Income Tax, Bookkeeping, Online Marketing, Debt Management, Personal Finance, Train Staff, Customer Service..., Project Management
Education
The Master's College 1997 — 1999
BA, Organizational Management
Professional Consulting Services January 2010 - Present
VRT Services, Inc July 2011 - Present
Body by Maria 2009 - 2013
Cornerstone Real Estate Funds February 2005 - October 2010
Skills
Income Tax, Bookkeeping, Online Marketing, Debt Management, Personal Finance, Train Staff, Customer Service..., Project Management
Education
The Master's College 1997 — 1999
BA, Organizational Management
James Ziniel, CETF James Ziniel, CETF's Cornerstone Real Estate Funds Experience November 2009 - November 2010
Job Regional Director at Global X Management Company
Industry Investment Management
Experience
Global X Management Company August 2013 - Present
SIP America March 2011 - June 2013
Cornerstone Real Estate Funds November 2009 - November 2010
Icon Capital August 2007 - February 2009
Goldman Sachs Asset Management August 2005 - August 2007
Morgan Stanley 2000 - 2005
Skills
Series 63, Alternative Investments, Asset Managment, Series 7, Securities, Investments, Equities, Fixed Income, Portfolio Management, Hedge Funds, Asset Management, Financial Markets, Capital Markets, Structured Products, Asset Allocation, Mutual Funds, Investment Advisory, ETF, Financial Advisory, ETFs, Financial Modeling, Investment Strategies, Private Equity, Finance, Bonds, Institutional..., Investment Management, Wealth Management, Risk Management, Separately Managed..., Series 24, Commodity, FINRA, Structured Finance, Hedging, Options, Funding, Financial Risk, Uniform Combined State..., Bloomberg, Investment Banking, Derivatives, Wealth Management..., High Net Worth..., Fund Of Funds, Private Placements, Institutional, Swaps
Education
DePaul University 1993 — 1997
Bachelor's degree, Finance and Political Science
PHS 1989 — 1992
Finance
Global X Management Company August 2013 - Present
SIP America March 2011 - June 2013
Cornerstone Real Estate Funds November 2009 - November 2010
Icon Capital August 2007 - February 2009
Goldman Sachs Asset Management August 2005 - August 2007
Morgan Stanley 2000 - 2005
Skills
Series 63, Alternative Investments, Asset Managment, Series 7, Securities, Investments, Equities, Fixed Income, Portfolio Management, Hedge Funds, Asset Management, Financial Markets, Capital Markets, Structured Products, Asset Allocation, Mutual Funds, Investment Advisory, ETF, Financial Advisory, ETFs, Financial Modeling, Investment Strategies, Private Equity, Finance, Bonds, Institutional..., Investment Management, Wealth Management, Risk Management, Separately Managed..., Series 24, Commodity, FINRA, Structured Finance, Hedging, Options, Funding, Financial Risk, Uniform Combined State..., Bloomberg, Investment Banking, Derivatives, Wealth Management..., High Net Worth..., Fund Of Funds, Private Placements, Institutional, Swaps
Education
DePaul University 1993 — 1997
Bachelor's degree, Finance and Political Science
PHS 1989 — 1992
Finance
J.D. Gustilo J.D. Gustilo's Cornerstone Real Estate Funds Experience March 2011 - July 2011
Job Realtor at Keller Williams
Industry Real Estate
Experience
Keller Williams March 2015 - Present
TGP Restaurant Group, LLC - Bourbon Steak and Pub August 2014 - Present
Sentinel Development October 2013 - August 2014
Sentinel Development March 2013 - October 2013
Dornin Investment Group April 2012 - March 2013
Thompson National Properties, LLC July 2011 - April 2012
Cornerstone Real Estate Funds March 2011 - July 2011
Grubb and Ellis October 2008 - October 2010
BJ's Restaurants, Inc. July 2006 - October 2008
Wells Fargo Financial January 2006 - July 2006
Skills
Journal Entries, GAAP, Accounting, Accounts Payable, Financial Analysis, General Ledger, Account Reconciliation, Budgets, Financial Reporting, Accruals, Real Estate, Accounts Receivable, SEC filings, Sarbanes-Oxley Act, Leases, US GAAP, Financial Accounting
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2000 — 2005
Keller Williams March 2015 - Present
TGP Restaurant Group, LLC - Bourbon Steak and Pub August 2014 - Present
Sentinel Development October 2013 - August 2014
Sentinel Development March 2013 - October 2013
Dornin Investment Group April 2012 - March 2013
Thompson National Properties, LLC July 2011 - April 2012
Cornerstone Real Estate Funds March 2011 - July 2011
Grubb and Ellis October 2008 - October 2010
BJ's Restaurants, Inc. July 2006 - October 2008
Wells Fargo Financial January 2006 - July 2006
Skills
Journal Entries, GAAP, Accounting, Accounts Payable, Financial Analysis, General Ledger, Account Reconciliation, Budgets, Financial Reporting, Accruals, Real Estate, Accounts Receivable, SEC filings, Sarbanes-Oxley Act, Leases, US GAAP, Financial Accounting
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2000 — 2005
Randy Beckman Randy Beckman's Cornerstone Real Estate Funds Experience May 2010 - May 2011
Job Consultant/Expert Witness
Industry Financial Services
Experience
Lifestyle Design - Financial December 2009 - Present
Cornerstone Real Estate Funds May 2010 - May 2011
Grubb & Ellis Securities, Inc. April 2006 - December 2009
Mammoth Equities March 2005 - April 2006
A. G. Edwards & Sons, Inc. 1995 - 2005
Prudential Securities 1989 - 1995
Merrill Lynch 1986 - 1989
Skills
Consulting, Legal Support Services, Expert Witness, Securitized Real Estate, Asset Managment, Investments, Securities, Alternative Investments, Portfolio Management, Financial Advisory, Sales, Sales Management, Business Development, Insurance, Variable Annuities, Mutual Funds, TIC's, REIT's, Bonds, Stocks, Series 7/8/24/63/65, Real Estate, Asset Management, Executive Management, REIT, Marketing, Valuation, Brokerage
Education
California State University-Long Beach - College of Business Administration 1981 — 1985
Bachelor of Science, Finance - Investments
Los Alamitos High School 1979 — 1981
Lifestyle Design - Financial December 2009 - Present
Cornerstone Real Estate Funds May 2010 - May 2011
Grubb & Ellis Securities, Inc. April 2006 - December 2009
Mammoth Equities March 2005 - April 2006
A. G. Edwards & Sons, Inc. 1995 - 2005
Prudential Securities 1989 - 1995
Merrill Lynch 1986 - 1989
Skills
Consulting, Legal Support Services, Expert Witness, Securitized Real Estate, Asset Managment, Investments, Securities, Alternative Investments, Portfolio Management, Financial Advisory, Sales, Sales Management, Business Development, Insurance, Variable Annuities, Mutual Funds, TIC's, REIT's, Bonds, Stocks, Series 7/8/24/63/65, Real Estate, Asset Management, Executive Management, REIT, Marketing, Valuation, Brokerage
Education
California State University-Long Beach - College of Business Administration 1981 — 1985
Bachelor of Science, Finance - Investments
Los Alamitos High School 1979 — 1981
Brett Schrock Brett Schrock's Cornerstone Real Estate Funds Experience January 2005 - December 2008
Job CEO Solution Strategies
Industry Nonprofit Organization Management
Experience
New Canaan Society January 2006 - Present
CEO Solution Strategies January 2000 - Present
Rockbridge Seminary January 2009 - January 2014
Living On The Edge with Chip Ingram August 2011 - March 2013
Solution Strategies January 2000 - March 2013
UniPro Foodservice 2009 - 2011
Saddleback Church May 2008 - 2009
Living On The Edge Ministries January 2007 - 2009
Cornerstone Real Estate Funds January 2005 - December 2008
Purpose Driven Ministries/Saddleback Church February 2002 - January 2006
Skills
Management, Human Resources, Entrepreneurship, Business Planning, Strategic Partnerships, Strategic Planning, Public Speaking, Leadership Development, Budgets, Non-profits, Marketing, Business Development, Leadership, Coaching, Sales, Executive Management, Strategic Communications, Organizational..., Management Consulting, Team Building, Start-ups, Nonprofits, Social Media, Social Media Marketing, Fundraising, Social Networking, Public Relations, Marketing Communications, Marketing Strategy, Training, Volunteer Management, Strategy
Education
Rockbridge Seminary 2003 — 2005
Master's Deg
Illinois State University
Bachelor's, Marketing
New Canaan Society January 2006 - Present
CEO Solution Strategies January 2000 - Present
Rockbridge Seminary January 2009 - January 2014
Living On The Edge with Chip Ingram August 2011 - March 2013
Solution Strategies January 2000 - March 2013
UniPro Foodservice 2009 - 2011
Saddleback Church May 2008 - 2009
Living On The Edge Ministries January 2007 - 2009
Cornerstone Real Estate Funds January 2005 - December 2008
Purpose Driven Ministries/Saddleback Church February 2002 - January 2006
Skills
Management, Human Resources, Entrepreneurship, Business Planning, Strategic Partnerships, Strategic Planning, Public Speaking, Leadership Development, Budgets, Non-profits, Marketing, Business Development, Leadership, Coaching, Sales, Executive Management, Strategic Communications, Organizational..., Management Consulting, Team Building, Start-ups, Nonprofits, Social Media, Social Media Marketing, Fundraising, Social Networking, Public Relations, Marketing Communications, Marketing Strategy, Training, Volunteer Management, Strategy
Education
Rockbridge Seminary 2003 — 2005
Master's Deg
Illinois State University
Bachelor's, Marketing
Scott Finnegan Scott Finnegan's Cornerstone Real Estate Funds Experience April 2009 - April 2011
Job Regional Vice President
Industry Financial Services
Experience
Crossroads Capital Advisors April 2012 - Present
Cornerstone Real Estate Funds April 2009 - April 2011
AIG SunAmerica January 2008 - April 2009
Allianz March 2007 - January 2008
Merrill Lynch July 2006 - March 2007
Nationwide Financial January 2001 - July 2006
Transamerica October 1998 - October 2000
Manulife Wood Logan Associates November 1995 - October 1998
Skills
Securities
Education
University of Southern California 1991 — 1994
bachelor of science, Finance
Crossroads Capital Advisors April 2012 - Present
Cornerstone Real Estate Funds April 2009 - April 2011
AIG SunAmerica January 2008 - April 2009
Allianz March 2007 - January 2008
Merrill Lynch July 2006 - March 2007
Nationwide Financial January 2001 - July 2006
Transamerica October 1998 - October 2000
Manulife Wood Logan Associates November 1995 - October 1998
Skills
Securities
Education
University of Southern California 1991 — 1994
bachelor of science, Finance
Gary Kinzelberg Gary Kinzelberg's Cornerstone Real Estate Funds Experience 2010 - 2011
Job Hartman Income REIT
Industry Financial Services
Experience
Hartman Income REIT December 2013 - Present
Bluerock Real Estate Funds July 2011 - June 2013
Cornerstone Real Estate Funds 2010 - 2011
The Dimirak Companies May 2009 - May 2010
PRM Realty Group September 2007 - February 2009
Creekstone Companies 2007 - 2007
US Advisors, LLC October 2004 - November 2006
Metlife Investors March 2001 - August 2003
Skills
Alternative Investments
Education
Chapman University
MA
Master of Arts
University of California, Los Angeles
PFP, Personal Financial Planning
Hartman Income REIT December 2013 - Present
Bluerock Real Estate Funds July 2011 - June 2013
Cornerstone Real Estate Funds 2010 - 2011
The Dimirak Companies May 2009 - May 2010
PRM Realty Group September 2007 - February 2009
Creekstone Companies 2007 - 2007
US Advisors, LLC October 2004 - November 2006
Metlife Investors March 2001 - August 2003
Skills
Alternative Investments
Education
Chapman University
MA
Master of Arts
University of California, Los Angeles
PFP, Personal Financial Planning
Montana Low Montana Low's Cornerstone Real Estate Funds Experience 2007 - 2011
Job Vice President, Keeley Investment Corp. / Southeast Region
Industry Financial Services
Experience
Keeley Funds / Chicago 2013 - Present
Polen Capital Management 2011 - 2013
Cornerstone Real Estate Funds 2007 - 2011
GE Asset Management 2007 - 2007
AllianceBernstein 2005 - 2007
OppenheimerFunds 1997 - 2005
Skills
Business Development, Mutual Funds, Investments, Series 7, Selling, Series 63, Asset Allocation, Start-ups, Portfolio Management, Account Management, Strategic Partnerships, Sales Presentations, Asset Management, Alternative Investments, Product Marketing, New Business Development, Marketing, Training, Wealth Management, Sales Operations, Relationship Management, Separately Managed..., ETFs, Insurance, Fixed Annuities, Financial Advisory, Series 6, Variable Annuities, Investment Management, Investment Strategies, Investment Advisory, FINRA, Series 65, 401k, Securities, Retirement, Retirement Planning, Uniform Combined State..., Series 24, IRAs, Hedge Funds, Equities, Financial Services, Fixed Income, Strategic Financial..., Bonds, Wealth Management..., Wealth, High Net Worth..., Sales
Education
State University of New York at Albany 1988 — 1992
Bachelor of Arts (B.A.), Economics / Business
Bay Shore High School 1985 — 1988
Honors, General Studies
Keeley Funds / Chicago 2013 - Present
Polen Capital Management 2011 - 2013
Cornerstone Real Estate Funds 2007 - 2011
GE Asset Management 2007 - 2007
AllianceBernstein 2005 - 2007
OppenheimerFunds 1997 - 2005
Skills
Business Development, Mutual Funds, Investments, Series 7, Selling, Series 63, Asset Allocation, Start-ups, Portfolio Management, Account Management, Strategic Partnerships, Sales Presentations, Asset Management, Alternative Investments, Product Marketing, New Business Development, Marketing, Training, Wealth Management, Sales Operations, Relationship Management, Separately Managed..., ETFs, Insurance, Fixed Annuities, Financial Advisory, Series 6, Variable Annuities, Investment Management, Investment Strategies, Investment Advisory, FINRA, Series 65, 401k, Securities, Retirement, Retirement Planning, Uniform Combined State..., Series 24, IRAs, Hedge Funds, Equities, Financial Services, Fixed Income, Strategic Financial..., Bonds, Wealth Management..., Wealth, High Net Worth..., Sales
Education
State University of New York at Albany 1988 — 1992
Bachelor of Arts (B.A.), Economics / Business
Bay Shore High School 1985 — 1988
Honors, General Studies
Chad Hunt Chad Hunt's Cornerstone Real Estate Funds Experience 2004 - 2006
Job Senior Regional Vice President at Griffin Capital Securities
Industry Real Estate
Experience
Griffin Capital Securities January 2012 - Present
Grubb & Ellis Capital Corp. April 2007 - January 2012
John Hancock Life Insurance Company (U.S.A.) 2006 - 2007
Cornerstone Real Estate Funds 2004 - 2006
CNL 2002 - 2004
Community Security Bank 1997 - 2002
American Express Financial Advisors 1994 - 1997
Skills
Financial Advisory, Healthcare, Investments, Asset Managment, Series 7, Series 63, Portfolio Management, Alternative Investments, Mutual Funds, Real Estate, Financial Analysis
Education
Gustavus Adolphus College 1990 — 1994
BA, Speech and Communications
St. Peter High School 1987 — 1991
Diploma
Griffin Capital Securities January 2012 - Present
Grubb & Ellis Capital Corp. April 2007 - January 2012
John Hancock Life Insurance Company (U.S.A.) 2006 - 2007
Cornerstone Real Estate Funds 2004 - 2006
CNL 2002 - 2004
Community Security Bank 1997 - 2002
American Express Financial Advisors 1994 - 1997
Skills
Financial Advisory, Healthcare, Investments, Asset Managment, Series 7, Series 63, Portfolio Management, Alternative Investments, Mutual Funds, Real Estate, Financial Analysis
Education
Gustavus Adolphus College 1990 — 1994
BA, Speech and Communications
St. Peter High School 1987 — 1991
Diploma
Derek Chow Derek Chow's Cornerstone Real Estate Funds Experience March 2006 - November 2007
Job Matthews Asia
Industry Investment Management
Experience
Matthews Asia September 2014 - Present
Voya Investment Management September 2011 - June 2014
FAF Advisors December 2007 - January 2011
Cornerstone Real Estate Funds March 2006 - November 2007
Lincoln Financial Distributors 2003 - 2005
Strong Capital Management 2001 - 2003
Fidelity Investments 1998 - 2001
Nuveen 1991 - 1998
New England Financial 1985 - 1989
Skills
Mutual Funds, Series 7, Series 63, Alternative Investments, Investments, Asset Managment, Separately Managed..., Asset Allocation, ETFs, Securities, Investment Advisory, Wealth Management, Asset Management, Investment Strategies, Hedge Funds, Equities, Portfolio Management, Investment Management, Retirement Planning, Financial Services, Retirement
Education
Dartmouth College 1980 — 1984
Bachelor's degree, Philosophy and Religious Studies
Matthews Asia September 2014 - Present
Voya Investment Management September 2011 - June 2014
FAF Advisors December 2007 - January 2011
Cornerstone Real Estate Funds March 2006 - November 2007
Lincoln Financial Distributors 2003 - 2005
Strong Capital Management 2001 - 2003
Fidelity Investments 1998 - 2001
Nuveen 1991 - 1998
New England Financial 1985 - 1989
Skills
Mutual Funds, Series 7, Series 63, Alternative Investments, Investments, Asset Managment, Separately Managed..., Asset Allocation, ETFs, Securities, Investment Advisory, Wealth Management, Asset Management, Investment Strategies, Hedge Funds, Equities, Portfolio Management, Investment Management, Retirement Planning, Financial Services, Retirement
Education
Dartmouth College 1980 — 1984
Bachelor's degree, Philosophy and Religious Studies
Joe Maymo Joe Maymo's Cornerstone Real Estate Funds Experience 2007 - 2009
Job Regional VP
Industry Financial Services
Experience
Publicly Non-traded REIT February 2015 - Present
Flexible Plan Investments December 2013 - February 2015
Transamerica July 2011 - July 2013
King Consolidated 2009 - 2011
Cornerstone Real Estate Funds 2007 - 2009
Nationwide Financial 2003 - 2007
JPMorgan Chase April 1999 - October 2003
Skills
Fixed Annuities, Mutual Funds, Portfolio Management, Financial Advisory, Relationship Management, Financial Services, Sales, Investments, Selling, Series 63, Series 7, Variable Annuities
Education
The Ohio State University 1993 — 1997
BA, Political Science
The Ohio State University 1993 — 1997
BA, Political Science
Publicly Non-traded REIT February 2015 - Present
Flexible Plan Investments December 2013 - February 2015
Transamerica July 2011 - July 2013
King Consolidated 2009 - 2011
Cornerstone Real Estate Funds 2007 - 2009
Nationwide Financial 2003 - 2007
JPMorgan Chase April 1999 - October 2003
Skills
Fixed Annuities, Mutual Funds, Portfolio Management, Financial Advisory, Relationship Management, Financial Services, Sales, Investments, Selling, Series 63, Series 7, Variable Annuities
Education
The Ohio State University 1993 — 1997
BA, Political Science
The Ohio State University 1993 — 1997
BA, Political Science
Gordon Case Gordon Case's Cornerstone Real Estate Funds Experience May 2007 - October 2009
Job Director of Sales and Marketing at W. E. Sherman & Co., LLC (publishers of The Sherman Sheet)
Industry Investment Management
Experience
W. E. Sherman & Co., LLC November 2010 - Present
Portfolio Strategies Investment Managers November 2009 - October 2010
Cornerstone Real Estate Funds May 2007 - October 2009
Nationwide Financial 2001 - 2007
Jackson September 1998 - July 2001
Skills
Public Speaking, Mutual Funds, Alternative Investments, Annuities, Investment Research, Real Estate - Non..., Investment Strategies, Investment Products, Investment Advisory, Investment Wholesaler, Insurance, Variable Annuities, Financial Advisory, Investments, Portfolio Management, Retirement Planning, Sales, Securities, Selling, Series 7, Strategic Financial..., Wealth Management
Education
The American College 1996 — 1998
CLU, Life Insurance and Investments
University of Nebraska-Lincoln 1982 — 1987
B.S.B.A., Management and Marketing
Overland High School
W. E. Sherman & Co., LLC November 2010 - Present
Portfolio Strategies Investment Managers November 2009 - October 2010
Cornerstone Real Estate Funds May 2007 - October 2009
Nationwide Financial 2001 - 2007
Jackson September 1998 - July 2001
Skills
Public Speaking, Mutual Funds, Alternative Investments, Annuities, Investment Research, Real Estate - Non..., Investment Strategies, Investment Products, Investment Advisory, Investment Wholesaler, Insurance, Variable Annuities, Financial Advisory, Investments, Portfolio Management, Retirement Planning, Sales, Securities, Selling, Series 7, Strategic Financial..., Wealth Management
Education
The American College 1996 — 1998
CLU, Life Insurance and Investments
University of Nebraska-Lincoln 1982 — 1987
B.S.B.A., Management and Marketing
Overland High School
Karen Joy Bean Karen Joy Bean's Cornerstone Real Estate Funds Experience January 2007 - January 2008
Job VP, Investment Products, Alternative Investments, and Due Diligence
Industry Financial Services
Experience
NFP Advisor Services May 2008 - Present
Cornerstone Real Estate Funds January 2007 - January 2008
American Funds April 1997 - January 2007
Skills
Alternative Investments, Investments, Mutual Funds, Due Diligence, Annuities, Series 7, Customer Relations, Series 63, Real Estate, Sales Management, Securities, Series 24, Financial Advisory, Fixed Annuities, Risk Management, FINRA, Wealth Management, Customer Service, Financial Services, Investment Advisory, Portfolio Management
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1982 — 1986
BA, Marketing/ Sales Management
NFP Advisor Services May 2008 - Present
Cornerstone Real Estate Funds January 2007 - January 2008
American Funds April 1997 - January 2007
Skills
Alternative Investments, Investments, Mutual Funds, Due Diligence, Annuities, Series 7, Customer Relations, Series 63, Real Estate, Sales Management, Securities, Series 24, Financial Advisory, Fixed Annuities, Risk Management, FINRA, Wealth Management, Customer Service, Financial Services, Investment Advisory, Portfolio Management
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1982 — 1986
BA, Marketing/ Sales Management
Nancy Baccaro Nancy Baccaro's Cornerstone Real Estate Funds Experience 2006 - Present
Job Accounting Manager at Summit Healthcare REIT, Inc.
Industry Investment Banking
Experience
Summit Healthcare REIT, Inc. April 2014 - Present
Cornerstone Real Estate Funds 2006 - Present
DB Works 2004 - 2009
The Peterson Group 2004 - 2006
JHTM & ASSOCIATES, INC. 1995 - 2004
Skills
Human Resources, GIS, Budgets, Accounting, Business Development
Education
California State Polytechnic University-Pomona 1976 — 1978
BS, Business Management
Summit Healthcare REIT, Inc. April 2014 - Present
Cornerstone Real Estate Funds 2006 - Present
DB Works 2004 - 2009
The Peterson Group 2004 - 2006
JHTM & ASSOCIATES, INC. 1995 - 2004
Skills
Human Resources, GIS, Budgets, Accounting, Business Development
Education
California State Polytechnic University-Pomona 1976 — 1978
BS, Business Management
Ben Fonseca's Cornerstone Real Estate Funds Experience August 2007 - May 2011
Job Senior Regional Vice President at NorthStar Securities, LLC
Industry Financial Services
Experience
NorthStar Securities, LLC June 2011 - Present
Cornerstone Real Estate Funds August 2007 - May 2011
Fidelity Investments Insititutional Services Company January 1998 - July 2007
Skills
Mutual Funds, Annuities, Real Estate Investment, Reg D Private Placements, Defined Contribution..., 529 Plans, Defined Contribution, Retirement, Financial Services, Fixed Annuities, Private Placements, Investments, Series 7, Variable Annuities, Investment Properties, Alternative Investments, Series 63
Education
University of Rhode Island
MA, English
NorthStar Securities, LLC June 2011 - Present
Cornerstone Real Estate Funds August 2007 - May 2011
Fidelity Investments Insititutional Services Company January 1998 - July 2007
Skills
Mutual Funds, Annuities, Real Estate Investment, Reg D Private Placements, Defined Contribution..., 529 Plans, Defined Contribution, Retirement, Financial Services, Fixed Annuities, Private Placements, Investments, Series 7, Variable Annuities, Investment Properties, Alternative Investments, Series 63
Education
University of Rhode Island
MA, English
Jon Carley Jon Carley's Cornerstone Real Estate Funds Experience September 2004 - June 2013
Job VP at AEW Capital Management
Industry Real Estate
Experience
AEW Capital Management June 2013 - Present
Cornerstone Real Estate Funds September 2004 - June 2013
PGP Partners, aka, Pacific Gulf Prop. December 1997 - June 2003
Skills
Real Estate, Investment Properties, Investments, Real Estate Transactions, Real Estate Development, Financial Analysis, Asset Management, Due Diligence, Commercial Real Estate, Property Management
Education
Claremont Graduate University 1999 — 2002
Master of Business Administration (MBA)
California State University-Fullerton; Claremont Graduate University
Bachelor's degree; MBA
AEW Capital Management June 2013 - Present
Cornerstone Real Estate Funds September 2004 - June 2013
PGP Partners, aka, Pacific Gulf Prop. December 1997 - June 2003
Skills
Real Estate, Investment Properties, Investments, Real Estate Transactions, Real Estate Development, Financial Analysis, Asset Management, Due Diligence, Commercial Real Estate, Property Management
Education
Claremont Graduate University 1999 — 2002
Master of Business Administration (MBA)
California State University-Fullerton; Claremont Graduate University
Bachelor's degree; MBA
Carlos X. Romano Carlos X. Romano's Cornerstone Real Estate Funds Experience March 2006 - July 2007
Job Associate Vice President Florida/Puerto Rico at Griffin Capital Securities, Inc.
Industry Financial Services
Experience
Griffin Capital Securities Inc. January 2012 - December 2014
Grubb & Ellis Capital Corporation July 2011 - January 2012
Lightstone Group September 2009 - October 2010
Thompson National Properties, LLC December 2008 - April 2009
DBSI August 2007 - September 2008
Cornerstone Real Estate Funds March 2006 - July 2007
Woodbury Financial Services/Diversified Financial Concepts April 2005 - October 2005
Skills
Inside Sales, Customer Relations, Customer Service, Account Management, Administration, Competitive Analysis, Data Analysis, Business Relationship..., Brokerage Operations, Financial Advice, Equity Trading, Cross-functional Team..., Team Building, Alternative Investments, Wholesaling, Territory Management, Microsoft Office, Windows 7, XP, SalesLogix, Goldmine, Mac, Financial Advisory, Sales Force Development, Wholesale, Investments, Selling, Brokers, Mutual Funds, Securities, Sales, FINRA, Sales Operations, CRM, Asset Management, Finance, Financial Services, Portfolio Management, Series 63, Series 7
Education
University of California, San Diego
Bachelor of Science, Management Science and Economics
Saddleback High School 1987 — 1991
HS Diploma - Honors, College Prep
Griffin Capital Securities Inc. January 2012 - December 2014
Grubb & Ellis Capital Corporation July 2011 - January 2012
Lightstone Group September 2009 - October 2010
Thompson National Properties, LLC December 2008 - April 2009
DBSI August 2007 - September 2008
Cornerstone Real Estate Funds March 2006 - July 2007
Woodbury Financial Services/Diversified Financial Concepts April 2005 - October 2005
Skills
Inside Sales, Customer Relations, Customer Service, Account Management, Administration, Competitive Analysis, Data Analysis, Business Relationship..., Brokerage Operations, Financial Advice, Equity Trading, Cross-functional Team..., Team Building, Alternative Investments, Wholesaling, Territory Management, Microsoft Office, Windows 7, XP, SalesLogix, Goldmine, Mac, Financial Advisory, Sales Force Development, Wholesale, Investments, Selling, Brokers, Mutual Funds, Securities, Sales, FINRA, Sales Operations, CRM, Asset Management, Finance, Financial Services, Portfolio Management, Series 63, Series 7
Education
University of California, San Diego
Bachelor of Science, Management Science and Economics
Saddleback High School 1987 — 1991
HS Diploma - Honors, College Prep
Zack Sanabia's Cornerstone Real Estate Funds Experience June 2008 - May 2009
Job Director of Finance at Molina Healthcare
Industry Financial Services
Experience
Molina Healthcare September 2010 - Present
Molina Healthcare September 2010 - Present
Brighton Staffing April 2010 - December 2010
Cornerstone Real Estate Funds June 2008 - May 2009
Robert Half Management Resources 2007 - 2008
ETC Golf 2004 - 2007
Juice it Up 2003 - 2004
Merrill Lynch 1990 - 1992
Skills
Budgets, Finance, Financial Analysis, Healthcare, Medicare, Customer Service, Accounting, SDLC, Financial Reporting, Process Improvement, Program Management, Strategic Planning, Team Building, Insurance, Leadership, Sales Management, Management, Data Analysis, Sales, Project Management
Education
California State University-San Bernardino - College of Business and Public Administration 1990 — 1995
Molina Healthcare September 2010 - Present
Molina Healthcare September 2010 - Present
Brighton Staffing April 2010 - December 2010
Cornerstone Real Estate Funds June 2008 - May 2009
Robert Half Management Resources 2007 - 2008
ETC Golf 2004 - 2007
Juice it Up 2003 - 2004
Merrill Lynch 1990 - 1992
Skills
Budgets, Finance, Financial Analysis, Healthcare, Medicare, Customer Service, Accounting, SDLC, Financial Reporting, Process Improvement, Program Management, Strategic Planning, Team Building, Insurance, Leadership, Sales Management, Management, Data Analysis, Sales, Project Management
Education
California State University-San Bernardino - College of Business and Public Administration 1990 — 1995
Tom Meehan's Cornerstone Real Estate Funds Experience June 2007 - October 2008
Job Senior Vice President DCT Industrial
Industry Real Estate
Experience
DCT Industrial October 2008 - Present
Cornerstone Real Estate Funds June 2007 - October 2008
ProLogis June 2001 - June 2007
Skills
Disposition, Real Estate, Asset Management, Leases, Real Estate Economics, Property Management, Corporate Real Estate, Due Diligence, Real Estate Transactions, Commercial Real Estate, Investment Properties, Investments
Education
University of Illinois at Chicago 1997 — 1999
BS, Finance
DCT Industrial October 2008 - Present
Cornerstone Real Estate Funds June 2007 - October 2008
ProLogis June 2001 - June 2007
Skills
Disposition, Real Estate, Asset Management, Leases, Real Estate Economics, Property Management, Corporate Real Estate, Due Diligence, Real Estate Transactions, Commercial Real Estate, Investment Properties, Investments
Education
University of Illinois at Chicago 1997 — 1999
BS, Finance
Ashish Nathu's Cornerstone Real Estate Funds Experience May 2006 - September 2007
Job Business Development at Naam Development
Industry Real Estate
Experience
Naam Development May 2008 - Present
Cornerstone Real Estate Funds May 2006 - September 2007
Kinsale Capital May 2007 - June 2007
Cornerstone Real estate Funds 2006 - 2007
Education
Boston University 2004 — 2008
Boston University Questrom School of Business 2004 — 2008
Bachelors, Finance & Accounting
Northwood High School 2000 — 2004
Naam Development May 2008 - Present
Cornerstone Real Estate Funds May 2006 - September 2007
Kinsale Capital May 2007 - June 2007
Cornerstone Real estate Funds 2006 - 2007
Education
Boston University 2004 — 2008
Boston University Questrom School of Business 2004 — 2008
Bachelors, Finance & Accounting
Northwood High School 2000 — 2004
Frank Weekley's Cornerstone Real Estate Funds Experience January 2007 - March 2009
Job Property Management/Law Enforcement
Industry Real Estate
Experience
NWP June 2014 - Present
Invitation Homes March 2013 - November 2013
Riverstone Residential Group August 2012 - March 2013
California Department of Corrections June 2010 - November 2012
Equity Residential April 2010 - July 2010
Equity Residential June 2009 - July 2010
Cornerstone Real Estate Funds January 2007 - March 2009
Cornerstone Real Estate Funds January 2007 - March 2009
Shea Properties May 2003 - January 2007
Western National Group August 1998 - June 2003
Skills
Leadership, Management, Budgets, Marketing, Sales, Customer Service, Time Management, Property Management, Coaching, Program Management, Purchasing, Software Documentation, Residential Homes, Leases, Quality Assurance, Apartments, Property, Real Estate, Rentals, Contract Negotiation, Lease Administration, Negotiation, Fair Housing, Yardi, Training, Investment Properties
Education
Santa Ana College 2000 — 2000
3.8, Prep Course for Police Exam
Citrus College 1997 — 1998
2.8, General
College of the Desert 1995 — 1996
3.5, EMT, Political Science
Newark High School 1986 — 1989
3.2, General
NWP June 2014 - Present
Invitation Homes March 2013 - November 2013
Riverstone Residential Group August 2012 - March 2013
California Department of Corrections June 2010 - November 2012
Equity Residential April 2010 - July 2010
Equity Residential June 2009 - July 2010
Cornerstone Real Estate Funds January 2007 - March 2009
Cornerstone Real Estate Funds January 2007 - March 2009
Shea Properties May 2003 - January 2007
Western National Group August 1998 - June 2003
Skills
Leadership, Management, Budgets, Marketing, Sales, Customer Service, Time Management, Property Management, Coaching, Program Management, Purchasing, Software Documentation, Residential Homes, Leases, Quality Assurance, Apartments, Property, Real Estate, Rentals, Contract Negotiation, Lease Administration, Negotiation, Fair Housing, Yardi, Training, Investment Properties
Education
Santa Ana College 2000 — 2000
3.8, Prep Course for Police Exam
Citrus College 1997 — 1998
2.8, General
College of the Desert 1995 — 1996
3.5, EMT, Political Science
Newark High School 1986 — 1989
3.2, General
Jim Fitzpatrick, CFP, CLU, CFS's Cornerstone Real Estate Funds Experience September 2007 - January 2009
Job Executive Vice President and National Sales Manager at Shopoff Realty Investments, L.P.
Industry Real Estate
Experience
Shopoff Realty Investments, L.P. August 2015 - Present
MetLife February 2013 - February 2015
KBR Capital Markets, LLC September 2011 - February 2013
Steadfast Companies April 2009 - August 2011
Cornerstone Real Estate Funds September 2007 - January 2009
MetLife Investors Distribution Company 2000 - 2007
AXA Distributors 1998 - 1999
Metlife Resources 1989 - 1997
Skills
Series 63, Series 7, Series 24, Mutual Funds, Fixed Annuities, Retirement Planning, Financial Services, Investments, Retirement, Wealth Management, Life Insurance, Sales, Management
Education
Northern Arizona University 1983 — 1985
Bachelor of Science in Business Administration, Finance
Shopoff Realty Investments, L.P. August 2015 - Present
MetLife February 2013 - February 2015
KBR Capital Markets, LLC September 2011 - February 2013
Steadfast Companies April 2009 - August 2011
Cornerstone Real Estate Funds September 2007 - January 2009
MetLife Investors Distribution Company 2000 - 2007
AXA Distributors 1998 - 1999
Metlife Resources 1989 - 1997
Skills
Series 63, Series 7, Series 24, Mutual Funds, Fixed Annuities, Retirement Planning, Financial Services, Investments, Retirement, Wealth Management, Life Insurance, Sales, Management
Education
Northern Arizona University 1983 — 1985
Bachelor of Science in Business Administration, Finance
Jessica Reznik's Cornerstone Real Estate Funds Experience 2006 - 2009
Job Senior Compliance Officer The Huntington Investment Company
Industry Financial Services
Experience
The Huntington Investment Company October 2013 - Present
JPMorgan Chase June 2012 - October 2013
Halcyon Capital Markets September 2009 - January 2011
Cornerstone Real Estate Funds 2006 - 2009
Nationwide Financial September 2006 - 2007
Nationwide Financial March 2002 - August 2006
Nationwide Financial November 1999 - February 2002
Skills
Series 7, Securities, Fixed Annuities, Mutual Funds, Series 24, Pensions, Life Insurance, Relationship Management, Variable Annuities, Alternative Investments, Insurance, Sales, Strategy, Investment Advisory, Investments, 401k, FINRA, Series 66, Series 53
Education
The Ohio State University
The Huntington Investment Company October 2013 - Present
JPMorgan Chase June 2012 - October 2013
Halcyon Capital Markets September 2009 - January 2011
Cornerstone Real Estate Funds 2006 - 2009
Nationwide Financial September 2006 - 2007
Nationwide Financial March 2002 - August 2006
Nationwide Financial November 1999 - February 2002
Skills
Series 7, Securities, Fixed Annuities, Mutual Funds, Series 24, Pensions, Life Insurance, Relationship Management, Variable Annuities, Alternative Investments, Insurance, Sales, Strategy, Investment Advisory, Investments, 401k, FINRA, Series 66, Series 53
Education
The Ohio State University