CW Financial Services LLC
Industry: Commercial company
DescriptionFounded: 1972 Parent organization: Fortress Investment Group Subsidiaries: Rockwood Real Estate Advisors LLC, CW Capital Investments, CWCapital Asset Management LLCFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportCW CapitalWebsiteDirections Saved (0) Saved Save Financial planner in New York City, New York Address: 555 5th Ave #5, New York, NY 10017 Phone: (646) 253-8800: Website: Place name: : : Hours: : Category: : : Website: https://www.cwcapital.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (1) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of CW Capital Posting publicly on the Web Write a review Reviews Be the first to review
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CW Financial Services LLC Employees
Employee
Years
Job
Industry
Dean Mathieson Dean Mathieson's CW Financial Services LLC Experience 2005 - December 2012
Job Director of Human Resources and Division Manager at The Norfolk & Dedham Group®
Industry Insurance
Experience
The Norfolk & Dedham Group® December 2013 - Present
The Providence Center September 2013 - December 2013
CW Financial Services LLC 2005 - December 2012
JPMorgan 2000 - 2005
Fidelity Investments 1997 - 2000
Cummins Engine Company 1992 - 1997
Xerox 1991 - 1992
Skills
Deferred Compensation, Human Resources, Employee Relations, Talent Management, Succession Planning, Personnel Management, Performance Management, Organizational..., Leadership Development, Employee Engagement, Executive Coaching, Compensation & Benefit, Talent Acquisition, Workforce Planning
Education
Cornell University 1989 — 1991
Masters, HR and Labor Relations
University at Albany 1983 — 1987
Bachelor of Science, Business Administration
The Norfolk & Dedham Group® December 2013 - Present
The Providence Center September 2013 - December 2013
CW Financial Services LLC 2005 - December 2012
JPMorgan 2000 - 2005
Fidelity Investments 1997 - 2000
Cummins Engine Company 1992 - 1997
Xerox 1991 - 1992
Skills
Deferred Compensation, Human Resources, Employee Relations, Talent Management, Succession Planning, Personnel Management, Performance Management, Organizational..., Leadership Development, Employee Engagement, Executive Coaching, Compensation & Benefit, Talent Acquisition, Workforce Planning
Education
Cornell University 1989 — 1991
Masters, HR and Labor Relations
University at Albany 1983 — 1987
Bachelor of Science, Business Administration
Lisa (Williams) Myrberg, MBA, CPCU, ARM Lisa (Williams) Myrberg, MBA, CPCU, ARM's CW Financial Services LLC Experience May 2012 - Present
Job Assistant Vice President Risk Management & Insurance Operations at CW Financial
Industry Insurance
Experience
CW Financial Services LLC May 2012 - Present
ConvergentRisk May 2012 - Present
Amica Mutual Insurance Company January 2001 - May 2012
Skills
Goal-driven leader, MBA, Problem Solving, Quality Auditing, Managerial Experience, Training & Development, Project Planning, Team Building, Computer Literate, Technical Presentations, Time Management, Insurance Claims, Report Writing, Employee Relations, Insurance, Management, Employee Training, Claims Management, Training, Casualty, Liability, Claim Investigation, Process Improvement, Liability Analysis, Subrogation, Analysis, Customer Satisfaction, Claim, Litigation Management, Leadership, Legal Liability, Commercial Insurance, Financial Risk, Professional Liability, General Insurance, Casualty Insurance
Education
Bryant University 2004 — 2007
Master, Business Administration
The University of Texas at Austin 1997 — 2000
BA, Government
CW Financial Services LLC May 2012 - Present
ConvergentRisk May 2012 - Present
Amica Mutual Insurance Company January 2001 - May 2012
Skills
Goal-driven leader, MBA, Problem Solving, Quality Auditing, Managerial Experience, Training & Development, Project Planning, Team Building, Computer Literate, Technical Presentations, Time Management, Insurance Claims, Report Writing, Employee Relations, Insurance, Management, Employee Training, Claims Management, Training, Casualty, Liability, Claim Investigation, Process Improvement, Liability Analysis, Subrogation, Analysis, Customer Satisfaction, Claim, Litigation Management, Leadership, Legal Liability, Commercial Insurance, Financial Risk, Professional Liability, General Insurance, Casualty Insurance
Education
Bryant University 2004 — 2007
Master, Business Administration
The University of Texas at Austin 1997 — 2000
BA, Government
Brad Waite Brad Waite's CW Financial Services LLC Experience 2007 - 2012
Job Senior Vice President Underwriting at Capital One
Industry Financial Services
Experience
Capital One May 2015 - Present
Walker & Dunlop September 2012 - Present
Walker & Dunlop August 2012 - Present
CW Financial Services LLC 2007 - 2012
Skills
Underwriting, Commercial Real Estate
Education
The University of Georgia 1999 — 2003
Bachelor of Business Administration (BBA), Finance
Capital One May 2015 - Present
Walker & Dunlop September 2012 - Present
Walker & Dunlop August 2012 - Present
CW Financial Services LLC 2007 - 2012
Skills
Underwriting, Commercial Real Estate
Education
The University of Georgia 1999 — 2003
Bachelor of Business Administration (BBA), Finance
Aileen Lambert Aileen Lambert's CW Financial Services LLC Experience March 2008 - July 2012
Job Assistant Vice President, Employee Relations Manager at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2015 - Present
PerkinElmer July 2012 - May 2015
CW Financial Services LLC March 2008 - July 2012
State Street Corporation August 2007 - March 2008
PricewaterhouseCoopers August 2002 - June 2007
Skills
Talent Acquisition, College Recruiting, Onboarding, Human Resources, Applicant Tracking..., Employee Relations, Talent Management, Employee Benefits, Recruiting, Succession Planning, Leadership, Management, Personnel Management, Benefits Administration, New Hire Orientations, Vendor Management, HRIS, Deferred Compensation
Education
Northeastern University 2012 — 2014
Master of Science (MS), Corporate & Organizational Communication / Human Resources
Eastern Nazarene College 2009 — 2009
Certificate, Human Resources
Manhattan College 1998 — 2002
BS, Accounting
Brown Brothers Harriman June 2015 - Present
PerkinElmer July 2012 - May 2015
CW Financial Services LLC March 2008 - July 2012
State Street Corporation August 2007 - March 2008
PricewaterhouseCoopers August 2002 - June 2007
Skills
Talent Acquisition, College Recruiting, Onboarding, Human Resources, Applicant Tracking..., Employee Relations, Talent Management, Employee Benefits, Recruiting, Succession Planning, Leadership, Management, Personnel Management, Benefits Administration, New Hire Orientations, Vendor Management, HRIS, Deferred Compensation
Education
Northeastern University 2012 — 2014
Master of Science (MS), Corporate & Organizational Communication / Human Resources
Eastern Nazarene College 2009 — 2009
Certificate, Human Resources
Manhattan College 1998 — 2002
BS, Accounting
Eric Ellison Eric Ellison's CW Financial Services LLC Experience 2011 - 2013
Job Real Estate Lending and Investment | CMBS | Structured Products | US, Europe and Asia Experience
Industry Real Estate
Experience
Situs April 2014 - September 2014
CW Financial Services LLC 2011 - 2013
EDE Advisors September 2008 - July 2011
Morgan Stanley March 1987 - July 2008
Morgan Stanley July 1999 - June 2008
Morgan Stanley July 1996 - June 1999
Morgan Stanley July 1994 - June 1996
Morgan Stanley March 1990 - June 1994
Morgan Stanley March 1987 - May 1990
Skills
Real Estate Finance, Commercial Real Estate, Capital Markets, Risk Management, Investments, CMBS, Distressed Debt, Structured Finance, New Business Development, Investment Banking, Asset Management, Private Equity, Valuation, Due Diligence, Financial Modeling, Fixed Income, Finance, Real Estate Economics
Education
Northwestern University 1982 — 1986
BA, Mathematics
Situs April 2014 - September 2014
CW Financial Services LLC 2011 - 2013
EDE Advisors September 2008 - July 2011
Morgan Stanley March 1987 - July 2008
Morgan Stanley July 1999 - June 2008
Morgan Stanley July 1996 - June 1999
Morgan Stanley July 1994 - June 1996
Morgan Stanley March 1990 - June 1994
Morgan Stanley March 1987 - May 1990
Skills
Real Estate Finance, Commercial Real Estate, Capital Markets, Risk Management, Investments, CMBS, Distressed Debt, Structured Finance, New Business Development, Investment Banking, Asset Management, Private Equity, Valuation, Due Diligence, Financial Modeling, Fixed Income, Finance, Real Estate Economics
Education
Northwestern University 1982 — 1986
BA, Mathematics
Becky Kocon Becky Kocon's CW Financial Services LLC Experience February 2013 - August 2015
Job Financial Reporting Analyst | Federal Realty
Industry Real Estate
Experience
Federal Realty Investment Trust September 2015 - Present
CW Financial Services LLC February 2013 - August 2015
National Academy of Sciences August 2010 - January 2013
National Academy of Sciences August 2008 - July 2010
University of Dayton June 2006 - May 2008
Skills
Financial Modeling, Financial Reporting, Accounting, Financial Accounting, Microsoft Excel, Auditing, Analysis, Financial Analysis, Internal Controls, Finance, Corporate Finance, Tax, Due Diligence, Forecasting, Managerial Finance
Education
Georgetown University 2015 — 2016
Master of Professional Studies (MPS), Real Estate Finance
American University 2012 — 2014
Master of Business Administration (MBA)
University of Dayton 2004 — 2008
BSBA, Accounting
Federal Realty Investment Trust September 2015 - Present
CW Financial Services LLC February 2013 - August 2015
National Academy of Sciences August 2010 - January 2013
National Academy of Sciences August 2008 - July 2010
University of Dayton June 2006 - May 2008
Skills
Financial Modeling, Financial Reporting, Accounting, Financial Accounting, Microsoft Excel, Auditing, Analysis, Financial Analysis, Internal Controls, Finance, Corporate Finance, Tax, Due Diligence, Forecasting, Managerial Finance
Education
Georgetown University 2015 — 2016
Master of Professional Studies (MPS), Real Estate Finance
American University 2012 — 2014
Master of Business Administration (MBA)
University of Dayton 2004 — 2008
BSBA, Accounting
Jill Rosen Hyde Jill Rosen Hyde's CW Financial Services LLC Experience 1997 - 2013
Job General Counsel at Trinity Financial, Inc.
Industry Commercial Real Estate
Experience
Trinity Financial, Inc. September 2014 - Present
JDRH Consulting Services 2013 - October 2014
CW Financial Services LLC 1997 - 2013
Gadsby Hannah LLP (now known as McCarter & English) 1990 - 1997
First American Title 1986 - 1990
Skills
Corporate Governance, Investment Advisory, Real Estate Lending, commerical mortgage..., Commerical Mortgage..., Contract Negotiation, Commercial Real Estate, Management, Investments, Finance, Real Estate, Mergers & Acquisitions, Portfolio Management, Risk Management, Loans, Banking, Corporate Law, Due Diligence
Education
New England School of Law 1983 — 1986
JD, Law
Tulane University 1981 — 1983
BA, Political Science
Trinity Financial, Inc. September 2014 - Present
JDRH Consulting Services 2013 - October 2014
CW Financial Services LLC 1997 - 2013
Gadsby Hannah LLP (now known as McCarter & English) 1990 - 1997
First American Title 1986 - 1990
Skills
Corporate Governance, Investment Advisory, Real Estate Lending, commerical mortgage..., Commerical Mortgage..., Contract Negotiation, Commercial Real Estate, Management, Investments, Finance, Real Estate, Mergers & Acquisitions, Portfolio Management, Risk Management, Loans, Banking, Corporate Law, Due Diligence
Education
New England School of Law 1983 — 1986
JD, Law
Tulane University 1981 — 1983
BA, Political Science
Henry B. Chan Henry B. Chan's CW Financial Services LLC Experience April 2012 - Present
Job Staff Accountant at CW Financial Services LLC
Industry Financial Services
Experience
CW Financial Services LLC April 2012 - Present
New York University August 2010 - August 2011
New York University May 2010 - August 2010
Andrew Cuomo 2010 January 2009 - August 2010
Marsh & McLennan Companies, Inc. September 2008 - August 2009
Marsh & McLennan Companies, Inc. September 2007 - September 2008
Skills
Microsoft Excel, Research, Account Reconciliation, Spanish, Team Management, Public Speaking, Front Office, PowerPoint, Microsoft Word, Microsoft Office, Financial Analysis, Data Analysis
Education
Georgetown University 2015 — 2016
Certificate, Budget and Finance
New York University 2007 — 2011
Bachelor's, Political Science, Social and Public Policy
CW Financial Services LLC April 2012 - Present
New York University August 2010 - August 2011
New York University May 2010 - August 2010
Andrew Cuomo 2010 January 2009 - August 2010
Marsh & McLennan Companies, Inc. September 2008 - August 2009
Marsh & McLennan Companies, Inc. September 2007 - September 2008
Skills
Microsoft Excel, Research, Account Reconciliation, Spanish, Team Management, Public Speaking, Front Office, PowerPoint, Microsoft Word, Microsoft Office, Financial Analysis, Data Analysis
Education
Georgetown University 2015 — 2016
Certificate, Budget and Finance
New York University 2007 — 2011
Bachelor's, Political Science, Social and Public Policy
Daniel Russell Daniel Russell's CW Financial Services LLC Experience May 2013 - August 2014
Job Assistant Project Manager at The Related Group
Industry Real Estate
Experience
The Related Group August 2015 - Present
Lidl US August 2014 - August 2015
CW Financial Services LLC May 2013 - August 2014
DTZ May 2011 - May 2013
The Jordan Company, Inc. September 2010 - May 2011
The Station Xchange June 2007 - May 2009
Skills
Market Analysis, Market Research, Adobe Creative Suite, Financial Analysis, Feasibility Studies, Architecture, Real Estate Development, Asset Managment, Portfolio Management, Data Analysis, Strategic Consulting, Microsoft Office, Argus Modeling, ESRI, Asset Management, Real Estate, Commercial Real Estate, Disposition, Valuation, Real Estate Economics, Investments, Brokerage, Financial Modeling, Corporate Real Estate, Due Diligence, Finance, Real Estate Transactions, Dispositions
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2011
Master of Science in Real Estate, Real Estate
Savannah College of Art and Design 2005 — 2009
Bachelor of Fine Art, Architecture
The Related Group August 2015 - Present
Lidl US August 2014 - August 2015
CW Financial Services LLC May 2013 - August 2014
DTZ May 2011 - May 2013
The Jordan Company, Inc. September 2010 - May 2011
The Station Xchange June 2007 - May 2009
Skills
Market Analysis, Market Research, Adobe Creative Suite, Financial Analysis, Feasibility Studies, Architecture, Real Estate Development, Asset Managment, Portfolio Management, Data Analysis, Strategic Consulting, Microsoft Office, Argus Modeling, ESRI, Asset Management, Real Estate, Commercial Real Estate, Disposition, Valuation, Real Estate Economics, Investments, Brokerage, Financial Modeling, Corporate Real Estate, Due Diligence, Finance, Real Estate Transactions, Dispositions
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2011
Master of Science in Real Estate, Real Estate
Savannah College of Art and Design 2005 — 2009
Bachelor of Fine Art, Architecture
Beth (Blum) Haas Beth (Blum) Haas's CW Financial Services LLC Experience February 2013 - Present
Job CW Financial Services LLC
Industry Accounting
Experience
CW Financial Services LLC February 2013 - Present
Equity Staffing Group July 2012 - January 2013
Lehigh Technical Service August 2011 - July 2012
BDO October 2010 - June 2011
BDO USA, LLP August 2007 - September 2010
Todres & Company, LLP January 2006 - August 2007
Smart & Associates, LLP October 2004 - December 2005
Random House, Inc April 2001 - February 2004
Random House August 1999 - April 2001
Clarfeld Financial Advisors May 1999 - August 1999
Skills
Financial Reporting, Auditing, Internal Controls, GAAP, Reconciliation
Education
Pace University - Lubin School of Business 2003 — 2005
MS, Accounting
Pace University - Lubin School of Business 1995 — 1999
MBA, Financial Management
Brown University 1991 — 1995
BA, Environmental Studies
CW Financial Services LLC February 2013 - Present
Equity Staffing Group July 2012 - January 2013
Lehigh Technical Service August 2011 - July 2012
BDO October 2010 - June 2011
BDO USA, LLP August 2007 - September 2010
Todres & Company, LLP January 2006 - August 2007
Smart & Associates, LLP October 2004 - December 2005
Random House, Inc April 2001 - February 2004
Random House August 1999 - April 2001
Clarfeld Financial Advisors May 1999 - August 1999
Skills
Financial Reporting, Auditing, Internal Controls, GAAP, Reconciliation
Education
Pace University - Lubin School of Business 2003 — 2005
MS, Accounting
Pace University - Lubin School of Business 1995 — 1999
MBA, Financial Management
Brown University 1991 — 1995
BA, Environmental Studies
Chris Forney, CFA Chris Forney, CFA's CW Financial Services LLC Experience October 2014 - Present
Job Analyst at CW Financial Services LLC
Industry Investment Management
Experience
CW Financial Services LLC October 2014 - Present
Guggenheim Partners March 2013 - October 2014
Guggenheim Partners November 2009 - March 2013
Guggenheim Partners October 2007 - November 2009
Student Managed Investment Portfolio Organization (SMIPO) September 2006 - April 2007
Skills
Bloomberg Terminal, Microsoft Excel, VBA, Investments, Asset Managment, Equities, Financial Analysis, Fixed Income, Valuation, Microsoft Office, Bloomberg, Mutual Funds, Asset Management, Derivatives, Securities, Capital Markets, Alternative Investments, Corporate Finance, Options, Finance, Analysis
Education
Radford University 2003 — 2007
Bachelor of Business Administration (BBA), Finance, 3.49
CW Financial Services LLC October 2014 - Present
Guggenheim Partners March 2013 - October 2014
Guggenheim Partners November 2009 - March 2013
Guggenheim Partners October 2007 - November 2009
Student Managed Investment Portfolio Organization (SMIPO) September 2006 - April 2007
Skills
Bloomberg Terminal, Microsoft Excel, VBA, Investments, Asset Managment, Equities, Financial Analysis, Fixed Income, Valuation, Microsoft Office, Bloomberg, Mutual Funds, Asset Management, Derivatives, Securities, Capital Markets, Alternative Investments, Corporate Finance, Options, Finance, Analysis
Education
Radford University 2003 — 2007
Bachelor of Business Administration (BBA), Finance, 3.49
Bonnie Wunderlich, PHR Bonnie Wunderlich, PHR's CW Financial Services LLC Experience August 2012 - April 2015
Job Human Resources Generalist at Grant Thornton LLP
Industry Human Resources
Experience
Grant Thornton LLP April 2015 - Present
CW Financial Services LLC August 2012 - April 2015
Americans for Prosperity August 2010 - June 2012
Charles Koch Institute June 2011 - May 2012
The Leadership Institute May 2010 - August 2010
Christendom College August 2009 - May 2010
Susan B. Anthony List January 2010 - April 2010
Skills
Event Planning, Recruiting, Benefits Administration, Career Development, Non-profits, Political Campaigns, Community Outreach, Nonprofits, Resume Writing, Employee Relations, Microsoft Office, Data Entry, Payroll, Employee Benefits, Talent Management, Management, Administrative..., Leadership, Policy, Human Resources, Personnel Management, Strategic Planning, Training, Business Development, Temporary Staffing, Onboarding, Employee Training, Interviews, Organizational..., Talent Acquisition, Applicant Tracking..., Leadership Development, Deferred Compensation, Administration, Succession Planning, Administrative..., HRIS
Education
The Catholic University of America 2015 — 2017
Master of Arts (M.A.), Human Resources Management and Services
Christendom College 2006 — 2010
B.A., Political Science and Economics
Grant Thornton LLP April 2015 - Present
CW Financial Services LLC August 2012 - April 2015
Americans for Prosperity August 2010 - June 2012
Charles Koch Institute June 2011 - May 2012
The Leadership Institute May 2010 - August 2010
Christendom College August 2009 - May 2010
Susan B. Anthony List January 2010 - April 2010
Skills
Event Planning, Recruiting, Benefits Administration, Career Development, Non-profits, Political Campaigns, Community Outreach, Nonprofits, Resume Writing, Employee Relations, Microsoft Office, Data Entry, Payroll, Employee Benefits, Talent Management, Management, Administrative..., Leadership, Policy, Human Resources, Personnel Management, Strategic Planning, Training, Business Development, Temporary Staffing, Onboarding, Employee Training, Interviews, Organizational..., Talent Acquisition, Applicant Tracking..., Leadership Development, Deferred Compensation, Administration, Succession Planning, Administrative..., HRIS
Education
The Catholic University of America 2015 — 2017
Master of Arts (M.A.), Human Resources Management and Services
Christendom College 2006 — 2010
B.A., Political Science and Economics
Eric Deskins Eric Deskins's CW Financial Services LLC Experience July 2004 - February 2011
Job Counsel at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group February 2011 - Present
CW Financial Services LLC July 2004 - February 2011
Skills
Due Diligence, Securities, Real Estate, Private Equity, Real Estate Transactions, Corporate Governance, Insurance, Joint Ventures, Contract Negotiation, Commercial Leasing, Mezzanine Financing
Education
Northern Kentucky University—Salmon P. Chase College of Law
Juris Doctor (J.D.)
Southern Methodist University
Bachelor's Degree
Lincoln Financial Group February 2011 - Present
CW Financial Services LLC July 2004 - February 2011
Skills
Due Diligence, Securities, Real Estate, Private Equity, Real Estate Transactions, Corporate Governance, Insurance, Joint Ventures, Contract Negotiation, Commercial Leasing, Mezzanine Financing
Education
Northern Kentucky University—Salmon P. Chase College of Law
Juris Doctor (J.D.)
Southern Methodist University
Bachelor's Degree
Hillary Marken Hillary Marken's CW Financial Services LLC Experience January 2015 - Present
Job Insurance Account Manager at CW Financial Services LLC
Industry Financial Services
Experience
CW Financial Services LLC January 2015 - Present
CW Financial May 2013 - December 2014
Financial Representative March 2012 - February 2013
Northwestern Mutual April 2012 - January 2013
Closets By Design 2010 - 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Social Media Marketing, Time Management, Social Media, Adobe Creative Suite, Marketing, Event Planning, Microsoft Word, Customer Service, Sales
Education
University of Massachusetts, Amherst
CW Financial Services LLC January 2015 - Present
CW Financial May 2013 - December 2014
Financial Representative March 2012 - February 2013
Northwestern Mutual April 2012 - January 2013
Closets By Design 2010 - 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Social Media Marketing, Time Management, Social Media, Adobe Creative Suite, Marketing, Event Planning, Microsoft Word, Customer Service, Sales
Education
University of Massachusetts, Amherst
Amy Balkan Amy Balkan's CW Financial Services LLC Experience February 2015 - Present
Job Accounting Manager at CW Financial Services LLC
Industry Financial Services
Experience
CW Financial Services LLC February 2015 - Present
CW Financial Services LLC January 2012 - Present
Aronson LLC September 2007 - December 2011
Freddie Mac 2006 - 2006
SAM, Inc. 2005 - 2005
Skills
CPA, Accounting, Budgets, Financial Statements, Financial Reporting, Financial Analysis, Tax Preparation
Education
University of Maryland College Park 2003 — 2007
Bachelor of Science, Accounting
CW Financial Services LLC February 2015 - Present
CW Financial Services LLC January 2012 - Present
Aronson LLC September 2007 - December 2011
Freddie Mac 2006 - 2006
SAM, Inc. 2005 - 2005
Skills
CPA, Accounting, Budgets, Financial Statements, Financial Reporting, Financial Analysis, Tax Preparation
Education
University of Maryland College Park 2003 — 2007
Bachelor of Science, Accounting
Catherine Corvene Catherine Corvene's CW Financial Services LLC Experience May 2012 - August 2012
Job Mental Health Assistant II at Ellis Hospital
Industry Mental Health Care
Experience
Arbor HRI Hospital January 2015 - July 2015
Mt. Hood Golf Club May 2008 - December 2014
Siena College August 2011 - December 2012
CW Financial Services LLC May 2012 - August 2012
Beanstalk Toy Shop May 2011 - August 2012
Skills
Customer Service, Restaurants, PowerPoint, German, Microsoft Office, Food & Beverage, Social Media, Typing, Microsoft Word, Microsoft Excel, Social Networking, Time Management, Event Planning, Event Management
Education
Siena College 2010 — 2014
Bachelor of Arts (BA), Psychology, Senior
Arbor HRI Hospital January 2015 - July 2015
Mt. Hood Golf Club May 2008 - December 2014
Siena College August 2011 - December 2012
CW Financial Services LLC May 2012 - August 2012
Beanstalk Toy Shop May 2011 - August 2012
Skills
Customer Service, Restaurants, PowerPoint, German, Microsoft Office, Food & Beverage, Social Media, Typing, Microsoft Word, Microsoft Excel, Social Networking, Time Management, Event Planning, Event Management
Education
Siena College 2010 — 2014
Bachelor of Arts (BA), Psychology, Senior
scott buckler scott buckler's CW Financial Services LLC Experience January 2008 - December 2012
Job
Industry Financial Services
Experience
Walker & Dunlop January 2013 - Present
CW Financial Services LLC January 2008 - December 2012
CWCapital September 2005 - December 2007
CWCapital Investments May 2003 - August 2005
Donaldson, Lufkin & Jenrette June 1988 - March 1997
Kidder Peabody June 1984 - May 1988
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Financial Modeling, Valuation, Portfolio Management, Loans, Due Diligence, Commercial Real Estate, Real Estate, Asset Management, Financial Analysis, Mergers & Acquisitions, Funding, CMBS
Education
Drexel University 1980 — 1984
Bachelor of Science (BS), Finance and Computer Systems Management
Walker & Dunlop January 2013 - Present
CW Financial Services LLC January 2008 - December 2012
CWCapital September 2005 - December 2007
CWCapital Investments May 2003 - August 2005
Donaldson, Lufkin & Jenrette June 1988 - March 1997
Kidder Peabody June 1984 - May 1988
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Financial Modeling, Valuation, Portfolio Management, Loans, Due Diligence, Commercial Real Estate, Real Estate, Asset Management, Financial Analysis, Mergers & Acquisitions, Funding, CMBS
Education
Drexel University 1980 — 1984
Bachelor of Science (BS), Finance and Computer Systems Management
Nathan McBeath's CW Financial Services LLC Experience September 2014 - March 2015
Job Budget and Grants Assistant at Tufts University (HNRCA)
Industry Financial Services
Experience
Tufts University March 2015 - Present
CW Financial Services LLC September 2014 - March 2015
EMC May 2013 - September 2013
Endurance Fitness Systems January 2013 - May 2013
Choose Wiser September 2012 - January 2013
Skills
Marketing, Facebook, Public Speaking, Creative Writing, Advertising, Event Planning, Leadership, Social Media Marketing, Research, News Writing, Organizational..., Budgeting, Budget Management, Budget Process, Budget Forecasts, Federal Grants..., Grant Administration, Project Finance, Financial Analysis, Customer Service, Microsoft Word, Social Networking, Microsoft Office
Education
Southern New Hampshire University 2015 — 2017
Master of Science (M.S.) Candidate, Applied Economics-Finance Concentration
Stonehill College 2012 — 2014
B.S.B.A, Marketing
Holderness Preparatory School 2006 — 2010
Tufts University March 2015 - Present
CW Financial Services LLC September 2014 - March 2015
EMC May 2013 - September 2013
Endurance Fitness Systems January 2013 - May 2013
Choose Wiser September 2012 - January 2013
Skills
Marketing, Facebook, Public Speaking, Creative Writing, Advertising, Event Planning, Leadership, Social Media Marketing, Research, News Writing, Organizational..., Budgeting, Budget Management, Budget Process, Budget Forecasts, Federal Grants..., Grant Administration, Project Finance, Financial Analysis, Customer Service, Microsoft Word, Social Networking, Microsoft Office
Education
Southern New Hampshire University 2015 — 2017
Master of Science (M.S.) Candidate, Applied Economics-Finance Concentration
Stonehill College 2012 — 2014
B.S.B.A, Marketing
Holderness Preparatory School 2006 — 2010
Robert Barrows's CW Financial Services LLC Experience 2009 - 2013
Job Commercial Real Estate Finance and Accounting Professional
Industry Financial Services
Experience
CW Financial Services LLC 2009 - 2013
The D.L. Saunders Companies 2006 - 2009
A.A. Marini, P.C. 2005 - 2006
Zero Stage Capital 2004 - 2005
The Berkshire Group 1983 - 2003
Coopers & Lybrand 1979 - 1983
Skills
Due Diligence, Banking, Forecasting, Investments, Finance, Private Equity, GAAP, Property Management, Financial Services, Financial Analysis, Real Estate, Portfolio Management, Financial Statements, Acquisitions, Financial Modeling, Commercial Real Estate, Auditing, Financial Reporting, Internal Controls, Variance Analysis, Accounting, Tax, Cash Flow, Mergers & Acquisitions, Financial Accounting, Risk Management
Education
Boston College 1975 — 1979
Bachelor of Science (BS), Accounting
CW Financial Services LLC 2009 - 2013
The D.L. Saunders Companies 2006 - 2009
A.A. Marini, P.C. 2005 - 2006
Zero Stage Capital 2004 - 2005
The Berkshire Group 1983 - 2003
Coopers & Lybrand 1979 - 1983
Skills
Due Diligence, Banking, Forecasting, Investments, Finance, Private Equity, GAAP, Property Management, Financial Services, Financial Analysis, Real Estate, Portfolio Management, Financial Statements, Acquisitions, Financial Modeling, Commercial Real Estate, Auditing, Financial Reporting, Internal Controls, Variance Analysis, Accounting, Tax, Cash Flow, Mergers & Acquisitions, Financial Accounting, Risk Management
Education
Boston College 1975 — 1979
Bachelor of Science (BS), Accounting
Jennifer Cohen's CW Financial Services LLC Experience April 2013 - July 2015
Job Vice President Commercial Property Funding at Walker & Dunlop
Industry Real Estate
Experience
Walker & Dunlop July 2015 - Present
CW Financial Services LLC April 2013 - July 2015
Auction.com May 2012 - March 2013
Cantor & Pecorella, Incorporated October 2007 - April 2011
Newmark Knight Frank August 2006 - September 2007
Skills
Real Estate Economics, Property Disposition, Asset Management, Financial Modeling, Market Research, Market Analysis, Commercial Real Estate, Private Equity, Real Estate Development, Real Estate Transactions, Capital Markets, Real Estate, Project Management, Real Estate Finance, Leasing, Online Marketing
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 2011 — 2012
Master of Science, Real Estate Development
Barnard College, Columbia University 2002 — 2006
Bachelor of Arts, Urban Studies; Environmental Studies, Summa Cum Laude
Walker & Dunlop July 2015 - Present
CW Financial Services LLC April 2013 - July 2015
Auction.com May 2012 - March 2013
Cantor & Pecorella, Incorporated October 2007 - April 2011
Newmark Knight Frank August 2006 - September 2007
Skills
Real Estate Economics, Property Disposition, Asset Management, Financial Modeling, Market Research, Market Analysis, Commercial Real Estate, Private Equity, Real Estate Development, Real Estate Transactions, Capital Markets, Real Estate, Project Management, Real Estate Finance, Leasing, Online Marketing
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 2011 — 2012
Master of Science, Real Estate Development
Barnard College, Columbia University 2002 — 2006
Bachelor of Arts, Urban Studies; Environmental Studies, Summa Cum Laude
Tom Gerrior's CW Financial Services LLC Experience June 2011 - December 2012
Job Senior BSA, PM, and Consultant
Industry Information Technology and Services
Experience
DentaQuest February 2014 - Present
Sovereign Bank February 2013 - June 2013
CW Financial Services LLC June 2011 - December 2012
Sovereign Bank March 2010 - June 2010
LeapFrog Systems March 2004 - January 2009
John Hancock Life Insurance Company (U.S.A.) September 2008 - December 2008
Skills
SDLC, Business Requirements, Business Analysis, Requirements Gathering, Mainframe, Systems Analysis, Visio, Software Project..., Toad, Requirements Analysis, User Acceptance Testing, Data Warehousing, Databases, Project Management, SQL, Vendor Management, Consulting, Testing, Oracle, Agile Methodologies
Education
University of Massachusetts, Amherst 1988 — 1992
Bachelor of Science (BS), Economics
DentaQuest February 2014 - Present
Sovereign Bank February 2013 - June 2013
CW Financial Services LLC June 2011 - December 2012
Sovereign Bank March 2010 - June 2010
LeapFrog Systems March 2004 - January 2009
John Hancock Life Insurance Company (U.S.A.) September 2008 - December 2008
Skills
SDLC, Business Requirements, Business Analysis, Requirements Gathering, Mainframe, Systems Analysis, Visio, Software Project..., Toad, Requirements Analysis, User Acceptance Testing, Data Warehousing, Databases, Project Management, SQL, Vendor Management, Consulting, Testing, Oracle, Agile Methodologies
Education
University of Massachusetts, Amherst 1988 — 1992
Bachelor of Science (BS), Economics
Skai Bateman's CW Financial Services LLC Experience March 2008 - October 2012
Job Assistant General Counsel at Walker & Dunlop
Industry Financial Services
Experience
Walker & Dunlop October 2012 - Present
CW Financial Services LLC March 2008 - October 2012
First American Mortgage Trust January 2002 - March 2006
Goldfarb, Levy, Eran & Co. August 2000 - August 2001
Skills
Corporate Counsel, Corporate Governance, Corporate Law, Intellectual Property, Commercial Litigation, Litigation, Private Equity, Due Diligence, Venture Capital, Capital Markets, Mergers, Joint Ventures, Legal Advice, Licensing, Contract Negotiation, Legal Research, Investments, Start-ups, Negotiation, Real Estate, Securities, Financial Services, Securities Regulation, Structured Finance, Mergers & Acquisitions
Education
Universiteit van Amsterdam 1999 — 2000
LLM
Bar-Ilan University 1994 — 1998
LLB
The Frisch School 1989 — 1993
Walker & Dunlop October 2012 - Present
CW Financial Services LLC March 2008 - October 2012
First American Mortgage Trust January 2002 - March 2006
Goldfarb, Levy, Eran & Co. August 2000 - August 2001
Skills
Corporate Counsel, Corporate Governance, Corporate Law, Intellectual Property, Commercial Litigation, Litigation, Private Equity, Due Diligence, Venture Capital, Capital Markets, Mergers, Joint Ventures, Legal Advice, Licensing, Contract Negotiation, Legal Research, Investments, Start-ups, Negotiation, Real Estate, Securities, Financial Services, Securities Regulation, Structured Finance, Mergers & Acquisitions
Education
Universiteit van Amsterdam 1999 — 2000
LLM
Bar-Ilan University 1994 — 1998
LLB
The Frisch School 1989 — 1993
Toni V. Walker's CW Financial Services LLC Experience August 2011 - May 2014
Job Managing Director at CRE Asset Solutions
Industry Commercial Real Estate
Experience
CRE Asset Solutions Inc May 2014 - Present
CW Financial Services LLC August 2011 - May 2014
TriMont Real Estate Advisors, Inc. June 2005 - August 2011
Ocwen Financial Corporation 1998 - 2005
Skills
Leadership, Asset Managment, Financial Structuring, Asset Management, Private Equity, Disposition, Investments, Real Estate Economics, CMBS, Real Estate Transactions, Valuation, Due Diligence, Portfolio Management, Real Estate, Management, Mortgage Lending, Underwriting, Commercial Mortgages, Commercial Real Estate, Real Estate Development, Credit Analysis, Credit, Loans, Structured Finance, Loan Origination, Acquisitions, Brokerage, Real Estate Financing, Capital Markets, Real Estate Private..., Financial Modeling, Securitization, Mezzanine, Loan Servicing, Investment Properties, Corporate Real Estate, Workout, Finance, Leases, Joint Ventures, Mergers & Acquisitions, Dispositions
Education
University of Kansas 1976 — 1980
Bachelore of Science, Business
CRE Asset Solutions Inc May 2014 - Present
CW Financial Services LLC August 2011 - May 2014
TriMont Real Estate Advisors, Inc. June 2005 - August 2011
Ocwen Financial Corporation 1998 - 2005
Skills
Leadership, Asset Managment, Financial Structuring, Asset Management, Private Equity, Disposition, Investments, Real Estate Economics, CMBS, Real Estate Transactions, Valuation, Due Diligence, Portfolio Management, Real Estate, Management, Mortgage Lending, Underwriting, Commercial Mortgages, Commercial Real Estate, Real Estate Development, Credit Analysis, Credit, Loans, Structured Finance, Loan Origination, Acquisitions, Brokerage, Real Estate Financing, Capital Markets, Real Estate Private..., Financial Modeling, Securitization, Mezzanine, Loan Servicing, Investment Properties, Corporate Real Estate, Workout, Finance, Leases, Joint Ventures, Mergers & Acquisitions, Dispositions
Education
University of Kansas 1976 — 1980
Bachelore of Science, Business
Keli Mazzuca, SPHR's CW Financial Services LLC Experience January 2010 - Present
Job Vice President at CW Financial Services LLC
Industry Human Resources
Experience
CW Financial Services LLC January 2010 - Present
AE Strategies August 2009 - January 2010
Opus East November 2007 - July 2009
Education
University of Maryland - Robert H. Smith School of Business
CW Financial Services LLC January 2010 - Present
AE Strategies August 2009 - January 2010
Opus East November 2007 - July 2009
Education
University of Maryland - Robert H. Smith School of Business
Anna Burshteyn's CW Financial Services LLC Experience June 2007 - May 2011
Job Dental
Industry Health, Wellness and Fitness
Experience
Perfect Dental January 2014 - Present
Walker & Dunlop (CWCapital LLC) April 2011 - December 2012
CW Financial Services LLC June 2007 - May 2011
AllOne Health Resources 2005 - 2007
Skills
Accounting, Loan Servicing, Loans, Real Estate Economics, Asset Management, Commercial Mortgages, Portfolio Management, Account Reconciliation, Mortgage Lending
Education
Boston University
Certificate in Real Estate Finance
Boston University
Certificate in Commercial Real Estate
Boston University 2007 — 2009
B.S., Business Management
Perfect Dental January 2014 - Present
Walker & Dunlop (CWCapital LLC) April 2011 - December 2012
CW Financial Services LLC June 2007 - May 2011
AllOne Health Resources 2005 - 2007
Skills
Accounting, Loan Servicing, Loans, Real Estate Economics, Asset Management, Commercial Mortgages, Portfolio Management, Account Reconciliation, Mortgage Lending
Education
Boston University
Certificate in Real Estate Finance
Boston University
Certificate in Commercial Real Estate
Boston University 2007 — 2009
B.S., Business Management
Ryan Milam, CCIM's CW Financial Services LLC Experience October 2006 - January 2008
Job Vice President at US Bank
Industry Real Estate
Experience
US Bank May 2008 - Present
CW Financial Services LLC October 2006 - January 2008
RBM Financial January 2005 - September 2006
Skills
Loans, Financial Analysis, Credit Analysis, Commercial Lending, Real Estate, Underwriting, Credit, Portfolio Management, Investments, Real Estate Economics, Banking, Asset Management, Financial Modeling, Valuation, Commercial Real Estate, Loan Origination, Commercial Banking, Finance, Investment Properties, Due Diligence, Credit Risk
Education
The University of Georgia 2000 — 2004
US Bank May 2008 - Present
CW Financial Services LLC October 2006 - January 2008
RBM Financial January 2005 - September 2006
Skills
Loans, Financial Analysis, Credit Analysis, Commercial Lending, Real Estate, Underwriting, Credit, Portfolio Management, Investments, Real Estate Economics, Banking, Asset Management, Financial Modeling, Valuation, Commercial Real Estate, Loan Origination, Commercial Banking, Finance, Investment Properties, Due Diligence, Credit Risk
Education
The University of Georgia 2000 — 2004
Brian Crain's CW Financial Services LLC Experience April 2009 - Present
Job Asset Manager at CW Financial Services LLC
Industry Real Estate
Experience
CW Financial Services LLC April 2009 - Present
CWCapital LLC April 2004 - March 2009
Lend Lease November 1999 - March 2004
JPMorgan Chase November 1994 - November 1998
Skills
FHA, Real Estate, Mortgage Lending, Investment Properties, Refinance, Mortgage Banking, Foreclosures, Loans, Residential Mortgages, Real Estate Economics, REO, Property, Loan Origination, Commercial Real Estate, Asset Management, Due Diligence, Real Estate Transactions, Investments, Structured Finance, Real Estate Financing, Finance, Financial Analysis, Corporate Finance, Real Estate Development, Valuation, Dispositions, Management, Leases, Property Management, Portfolio Management, Financial Modeling, Investors, Contract Negotiation, Mergers, Credit Analysis
Education
Boston University
Master of Business Administration (MBA)
University of Maryland College Park
Bachelor of Business Administration (B.B.A.)
CW Financial Services LLC April 2009 - Present
CWCapital LLC April 2004 - March 2009
Lend Lease November 1999 - March 2004
JPMorgan Chase November 1994 - November 1998
Skills
FHA, Real Estate, Mortgage Lending, Investment Properties, Refinance, Mortgage Banking, Foreclosures, Loans, Residential Mortgages, Real Estate Economics, REO, Property, Loan Origination, Commercial Real Estate, Asset Management, Due Diligence, Real Estate Transactions, Investments, Structured Finance, Real Estate Financing, Finance, Financial Analysis, Corporate Finance, Real Estate Development, Valuation, Dispositions, Management, Leases, Property Management, Portfolio Management, Financial Modeling, Investors, Contract Negotiation, Mergers, Credit Analysis
Education
Boston University
Master of Business Administration (MBA)
University of Maryland College Park
Bachelor of Business Administration (B.B.A.)
Jon Hosea's CW Financial Services LLC Experience 1998 - 2006
Job Vice President at Sunrise Mortgage & Investment Co.
Industry Banking
Experience
FDIC April 2010 - December 2011
Sperry Van Ness - Better Capital Partners January 2009 - January 2010
CRE Asset Solutions Inc 2009 - 2009
Key Bank 2008 - 2009
Red Capital Group 2006 - 2008
CW Financial Services LLC 1998 - 2006
J.P. Morgan 1996 - 1998
Resolution Trust Corportation (FDIC) June 1991 - December 1995
Alaska Mortgage Corp. 1987 - 1989
Education
California State University-Fullerton 1973 — 1975
Bachelor of Arts (B.A.), Business Economics
Azusa Pacific University
FDIC April 2010 - December 2011
Sperry Van Ness - Better Capital Partners January 2009 - January 2010
CRE Asset Solutions Inc 2009 - 2009
Key Bank 2008 - 2009
Red Capital Group 2006 - 2008
CW Financial Services LLC 1998 - 2006
J.P. Morgan 1996 - 1998
Resolution Trust Corportation (FDIC) June 1991 - December 1995
Alaska Mortgage Corp. 1987 - 1989
Education
California State University-Fullerton 1973 — 1975
Bachelor of Arts (B.A.), Business Economics
Azusa Pacific University
Matthew Winton's CW Financial Services LLC Experience February 2015 - Present
Job Valuation Analyst at CW Financial Services LLC
Industry Financial Services
Experience
CW Financial Services LLC February 2015 - Present
KPMG May 2013 - January 2015
Navigant October 2012 - May 2013
Ernst & Young January 2012 - October 2012
Codina Partners November 2011 - December 2011
First Washington Realty, Inc. June 2011 - November 2011
LGA Capital, LLC November 2010 - June 2011
Blumberg Capital Partners July 2009 - August 2010
Blumberg Capital Partners May 2008 - August 2008
American Red Cross January 2007 - August 2007
Skills
Financial Analysis, Financial Modeling, Financial Accounting, Due Diligence, Research, Accounting, Analysis, Auditing, Leases, Commercial Real Estate, Valuation, Financial Reporting, Investments, Finance, Budgets, Real Estate, Asset Managment, Forecasting, Microsoft Excel, Strategic Planning, Access, Market Research, Internal Controls, Management, Project Management
Education
American University - Kogod School of Business 2010 — 2011
MSA, Accounting
American University - Kogod School of Business 2007 — 2009
MBA, Finance
Florida State University 2002 — 2006
BA, International Affairs
Florida State University 2005 — 2005
Bachelor of Arts (B.A.), Study Abroad, Valencia, Spain
CW Financial Services LLC February 2015 - Present
KPMG May 2013 - January 2015
Navigant October 2012 - May 2013
Ernst & Young January 2012 - October 2012
Codina Partners November 2011 - December 2011
First Washington Realty, Inc. June 2011 - November 2011
LGA Capital, LLC November 2010 - June 2011
Blumberg Capital Partners July 2009 - August 2010
Blumberg Capital Partners May 2008 - August 2008
American Red Cross January 2007 - August 2007
Skills
Financial Analysis, Financial Modeling, Financial Accounting, Due Diligence, Research, Accounting, Analysis, Auditing, Leases, Commercial Real Estate, Valuation, Financial Reporting, Investments, Finance, Budgets, Real Estate, Asset Managment, Forecasting, Microsoft Excel, Strategic Planning, Access, Market Research, Internal Controls, Management, Project Management
Education
American University - Kogod School of Business 2010 — 2011
MSA, Accounting
American University - Kogod School of Business 2007 — 2009
MBA, Finance
Florida State University 2002 — 2006
BA, International Affairs
Florida State University 2005 — 2005
Bachelor of Arts (B.A.), Study Abroad, Valencia, Spain
Stephen Vickery's CW Financial Services LLC Experience 2008 - 2013
Job Comptroller at MassHousing
Industry Financial Services
Experience
MassHousing July 2014 - Present
CW Financial Services LLC 2008 - 2013
Potomac Realty Capital 2006 - 2007
Deutsche Bank Berkshire Mortgage 2004 - 2006
The Berkshire Group 1986 - 2004
Stone and Webster Engineering Corporation 1981 - 1986
Skills
Mergers & Acquisitions, Due Diligence, Financial Modeling, Leadership, SEC filings, Process Improvement, Commercial Real Estate, Management, Investments, Financial Analysis, Finance, Internal Controls, Financial Reporting, US GAAP, Strategy, Cash Flow, Valuation, Budgets, Corporate Finance, Revenue Recognition, Consolidation, Consolidated Financial..., Contract Negotiation, Cash Management, Tax
Education
Bentley University 1977 — 1981
BS, Accounting
MassHousing July 2014 - Present
CW Financial Services LLC 2008 - 2013
Potomac Realty Capital 2006 - 2007
Deutsche Bank Berkshire Mortgage 2004 - 2006
The Berkshire Group 1986 - 2004
Stone and Webster Engineering Corporation 1981 - 1986
Skills
Mergers & Acquisitions, Due Diligence, Financial Modeling, Leadership, SEC filings, Process Improvement, Commercial Real Estate, Management, Investments, Financial Analysis, Finance, Internal Controls, Financial Reporting, US GAAP, Strategy, Cash Flow, Valuation, Budgets, Corporate Finance, Revenue Recognition, Consolidation, Consolidated Financial..., Contract Negotiation, Cash Management, Tax
Education
Bentley University 1977 — 1981
BS, Accounting
Jim Osten's CW Financial Services LLC Experience January 2008 - June 2013
Job Senior Finance Executive CFO / SVP ♦ Handson Real Estate Executive ♦ Process Optimization ♦ Financial Modeling ♦ PE
Industry Real Estate
Experience
Management Consulting Services July 2013 - Present
CW Financial Services LLC January 2008 - June 2013
CW Financial Services LLC September 2002 - December 2007
CW Financial Services LLC December 1994 - September 2002
BDO Seidman Alliance December 1988 - December 1994
Skills
Valuation, Due Diligence, Real Estate Economics, Asset Management, Financial Analysis, Investments, Real Estate, Financial Modeling, Structured Finance, Loans, Financial Reporting, Portfolio Management, Capital Markets, Disposition, Internal Controls, Private Equity, Commercial Lending, Asset Managment, Mergers & Acquisitions, Strategic Business..., Cross-Functional..., Executive Vision &..., Financial Planning &..., Corporate Transactions, Data Evaluation &..., Team Building &..., Benefits / Compensation..., Human Resources..., Board of Directors..., Shareholder Value..., Acquisitions &..., Accounting Policies &..., Evolving Business..., Investor Relationship..., Cross-functional Team..., Microsoft Product..., Financial & Management..., Budget Analysis &..., Due Diligence Management
Education
Northeastern University
Bachelor of Business Administration (BBA), Accounting
Management Consulting Services July 2013 - Present
CW Financial Services LLC January 2008 - June 2013
CW Financial Services LLC September 2002 - December 2007
CW Financial Services LLC December 1994 - September 2002
BDO Seidman Alliance December 1988 - December 1994
Skills
Valuation, Due Diligence, Real Estate Economics, Asset Management, Financial Analysis, Investments, Real Estate, Financial Modeling, Structured Finance, Loans, Financial Reporting, Portfolio Management, Capital Markets, Disposition, Internal Controls, Private Equity, Commercial Lending, Asset Managment, Mergers & Acquisitions, Strategic Business..., Cross-Functional..., Executive Vision &..., Financial Planning &..., Corporate Transactions, Data Evaluation &..., Team Building &..., Benefits / Compensation..., Human Resources..., Board of Directors..., Shareholder Value..., Acquisitions &..., Accounting Policies &..., Evolving Business..., Investor Relationship..., Cross-functional Team..., Microsoft Product..., Financial & Management..., Budget Analysis &..., Due Diligence Management
Education
Northeastern University
Bachelor of Business Administration (BBA), Accounting
Elton Wong's CW Financial Services LLC Experience May 2010 - June 2011
Job Reporting and Compliance Associate 2 at State Street
Industry Financial Services
Experience
State Street January 2013 - Present
State Street March 2011 - January 2013
CW Financial Services LLC May 2010 - June 2011
Coca-Cola Enterprises June 2007 - August 2007
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Project Management, Financial Analysis, Microsoft Word, Data Analysis, Outlook, Accounting
Education
Isenberg School of Management, UMass Amherst 2006 — 2010
Bachelor, Finance
State Street January 2013 - Present
State Street March 2011 - January 2013
CW Financial Services LLC May 2010 - June 2011
Coca-Cola Enterprises June 2007 - August 2007
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Project Management, Financial Analysis, Microsoft Word, Data Analysis, Outlook, Accounting
Education
Isenberg School of Management, UMass Amherst 2006 — 2010
Bachelor, Finance
Jennifer Thurston's CW Financial Services LLC Experience September 2003 - March 2013
Job Staff & Payroll Accountant at Sisters of Mercy
Industry Accounting
Experience
Sisters of Mercy June 2013 - Present
CW Financial Services LLC September 2003 - March 2013
Community National Bank May 2003 - September 2003
Healy and Healy June 2001 - May 2003
Skills
Financial Analysis, Financial Reporting, Accounting, Internal Controls, Auditing, Financial Statements, Property Tax Returns, System Efficiencies, Bank Reconciliation, New Hire Training, Consolidated Reporting, Budget Monitoring, Budget Setting, Accounts Payable, Cash Flow, Sage Timberline Office, Financial Modeling, Investments, Revenue Recognition, Loans, Banking, Credit Analysis, Finance, Consolidation, Budgets, Analysis, Internal Audit, Portfolio Management
Education
Stonehill College 1997 — 2001
Bachelor of Science in Business Administration, Accounting with a minor in Computer Information Sys.
Attleboro High School 1993 — 1997
Sisters of Mercy June 2013 - Present
CW Financial Services LLC September 2003 - March 2013
Community National Bank May 2003 - September 2003
Healy and Healy June 2001 - May 2003
Skills
Financial Analysis, Financial Reporting, Accounting, Internal Controls, Auditing, Financial Statements, Property Tax Returns, System Efficiencies, Bank Reconciliation, New Hire Training, Consolidated Reporting, Budget Monitoring, Budget Setting, Accounts Payable, Cash Flow, Sage Timberline Office, Financial Modeling, Investments, Revenue Recognition, Loans, Banking, Credit Analysis, Finance, Consolidation, Budgets, Analysis, Internal Audit, Portfolio Management
Education
Stonehill College 1997 — 2001
Bachelor of Science in Business Administration, Accounting with a minor in Computer Information Sys.
Attleboro High School 1993 — 1997
Edward Blasie's CW Financial Services LLC Experience 1996 - Present
Job Vice President Treasury/Cash Management
Industry Commercial Real Estate
Experience
CW Financial Services LLC 1996 - Present
Merrill Lynch 1991 - 1996
Education
SUNY Oswego 1984 — 1988
Bachelor of Science (BS), Finance, General
CW Financial Services LLC 1996 - Present
Merrill Lynch 1991 - 1996
Education
SUNY Oswego 1984 — 1988
Bachelor of Science (BS), Finance, General
Aerotek
Honeywell Aerospace
BE Aerospace
CoStar Group
Mohawk Industries
TruGreen
Transwestern
Sierra Nevada Corporation