Essex Financial Group
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Essex Financial Group Employees
Employee
Years
Job
Industry
Stephen Sparks Stephen Sparks's Essex Financial Group Experience October 2006 - February 2008
Job Senior Vice President at Bank of America
Industry Commercial Real Estate
Experience
Bank of America Merrill Lynch May 2010 - Present
Capmark Affordable Equity, Inc. June 2008 - May 2010
Essex Financial Group October 2006 - February 2008
Cassidy Turley Fuller Real Estate December 2005 - September 2006
Skills
Real Estate Economics, Commercial Real Estate, Finance, Banking, Commercial Mortgages, Asset Management, Loans, Underwriting, Valuation, Portfolio Management, Financial Modeling, Financial Analysis, Commercial Lending, Affordable Housing, Derivatives, Construction Loans, Real Estate Transactions, Bonds, Commercial Banking, Credit Analysis, Real Estate Financing
Education
University of Colorado at Boulder
Bachelor of Science
Bank of America Merrill Lynch May 2010 - Present
Capmark Affordable Equity, Inc. June 2008 - May 2010
Essex Financial Group October 2006 - February 2008
Cassidy Turley Fuller Real Estate December 2005 - September 2006
Skills
Real Estate Economics, Commercial Real Estate, Finance, Banking, Commercial Mortgages, Asset Management, Loans, Underwriting, Valuation, Portfolio Management, Financial Modeling, Financial Analysis, Commercial Lending, Affordable Housing, Derivatives, Construction Loans, Real Estate Transactions, Bonds, Commercial Banking, Credit Analysis, Real Estate Financing
Education
University of Colorado at Boulder
Bachelor of Science
Mitchell Williams Mitchell Williams's Essex Financial Group Experience June 2012 - August 2012
Job Financial Analyst at DTZ
Industry Financial Services
Experience
DTZ June 2014 - Present
Keystone Commercial Capital October 2013 - May 2014
Essex Financial Group June 2012 - August 2012
The Campus Cooler August 2010 - May 2012
Skills
Customer Service, Financial Modeling, Social Media, Financial Analysis, Microsoft Excel, Microsoft Word, Microsoft Office, Leadership, PowerPoint, Public Speaking, Innovative, Visionary, Thinking Differently, Goal-driven leader, Market Research, Start-ups, Teamwork, Data Analysis, Time Management, Finance, Facebook, Entrepreneurship, Access, Sales, Marketing Strategy, Social Networking, Analysis, Commercial Real Estate, Social Media Marketing, Team Leadership, Marketing, Online Marketing, Strategic Planning, Fundraising, Business Strategy, Management, Spanish, Research, Public Relations, Investment Properties
Education
University of Colorado at Boulder - Leeds School of Business 2009 — 2013
Bachelor's degree, Finance with Certificate in Real Estate
University of Virginia 2011 — 2012
Bachelor's degree, International Finance/Investments
Brophy College Prep 2005 — 2009
DTZ June 2014 - Present
Keystone Commercial Capital October 2013 - May 2014
Essex Financial Group June 2012 - August 2012
The Campus Cooler August 2010 - May 2012
Skills
Customer Service, Financial Modeling, Social Media, Financial Analysis, Microsoft Excel, Microsoft Word, Microsoft Office, Leadership, PowerPoint, Public Speaking, Innovative, Visionary, Thinking Differently, Goal-driven leader, Market Research, Start-ups, Teamwork, Data Analysis, Time Management, Finance, Facebook, Entrepreneurship, Access, Sales, Marketing Strategy, Social Networking, Analysis, Commercial Real Estate, Social Media Marketing, Team Leadership, Marketing, Online Marketing, Strategic Planning, Fundraising, Business Strategy, Management, Spanish, Research, Public Relations, Investment Properties
Education
University of Colorado at Boulder - Leeds School of Business 2009 — 2013
Bachelor's degree, Finance with Certificate in Real Estate
University of Virginia 2011 — 2012
Bachelor's degree, International Finance/Investments
Brophy College Prep 2005 — 2009
Kent Venook Kent Venook's Essex Financial Group Experience July 2009 - December 2011
Job Director of Business Development at Apttus
Industry Computer Software
Experience
Apttus April 2014 - Present
Apttus April 2013 - July 2014
Rocket Lawyer, Inc January 2012 - March 2013
Essex Financial Group July 2009 - December 2011
The Jones Group Real Estate Services, LLC January 2003 - May 2008
Skills
Real Estate Economics, Real Estate, Asset Managment, Real Estate Transactions, Brokerage, REO, Real Estate Development, Investment Properties, Refinance, Lease Administration, Lease Negotiations, Commercial Leasing, Sellers, Transaction Management, Property Management, Salesforce.com, SaaS, Quote to Cash, Sales Prospecting, Lead Generation, Asset Management, Real Estate Financing, Direct Sales, Force.com, Sales, Account Management, Commercial Real Estate, Leases, Investments, Location Intelligence, Valuation, Corporate Real Estate, Finance, Due Diligence, Financial Analysis, Cold Calling, Business Development, Contract Negotiation, CRM, Web Applications, Management, Strategic Partnerships, Cloud Computing, Leadership, Marketing
Education
University of Arizona 2002 — 2005
Bachelor's Degree, Eller College of Management, Finance
Apttus April 2014 - Present
Apttus April 2013 - July 2014
Rocket Lawyer, Inc January 2012 - March 2013
Essex Financial Group July 2009 - December 2011
The Jones Group Real Estate Services, LLC January 2003 - May 2008
Skills
Real Estate Economics, Real Estate, Asset Managment, Real Estate Transactions, Brokerage, REO, Real Estate Development, Investment Properties, Refinance, Lease Administration, Lease Negotiations, Commercial Leasing, Sellers, Transaction Management, Property Management, Salesforce.com, SaaS, Quote to Cash, Sales Prospecting, Lead Generation, Asset Management, Real Estate Financing, Direct Sales, Force.com, Sales, Account Management, Commercial Real Estate, Leases, Investments, Location Intelligence, Valuation, Corporate Real Estate, Finance, Due Diligence, Financial Analysis, Cold Calling, Business Development, Contract Negotiation, CRM, Web Applications, Management, Strategic Partnerships, Cloud Computing, Leadership, Marketing
Education
University of Arizona 2002 — 2005
Bachelor's Degree, Eller College of Management, Finance
Kaman Stark Kaman Stark's Essex Financial Group Experience June 2014 - August 2014
Job Finance Major at McCombs School of Business
Industry Commercial Real Estate
Experience
Essex Financial Group June 2014 - August 2014
National Valuation Consultants, Inc. May 2013 - August 2013
Skills
Ethics, Youth Entrepreneurship, Ethical Decision Making, Spanish-speaking, Loans, Goal-driven leader, Leases, Microsoft Excel, Disciplined Work Ethic, Peacekeeping, Motivated self-starter, Always Punctual, Highly personable, Research, Loan Production, Commercial Property..., Market Area Analysis, Property Valuation, Appraisals
Education
The University of Texas at Austin - The Red McCombs School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General, Junior
Valor Christian High School 2008 — 2012
Essex Financial Group June 2014 - August 2014
National Valuation Consultants, Inc. May 2013 - August 2013
Skills
Ethics, Youth Entrepreneurship, Ethical Decision Making, Spanish-speaking, Loans, Goal-driven leader, Leases, Microsoft Excel, Disciplined Work Ethic, Peacekeeping, Motivated self-starter, Always Punctual, Highly personable, Research, Loan Production, Commercial Property..., Market Area Analysis, Property Valuation, Appraisals
Education
The University of Texas at Austin - The Red McCombs School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General, Junior
Valor Christian High School 2008 — 2012
Alex Atherton's Essex Financial Group Experience May 2012 - April 2014
Job Senior Analyst, Mortgage Loan Production at Aegon USA Realty Advisors
Industry Real Estate
Experience
AEGON USA Realty Advisors April 2014 - Present
Essex Financial Group May 2012 - April 2014
Boulder Housing Partners May 2011 - May 2012
Grubb and Ellis May 2011 - August 2011
Tamar Fink, Inc July 2007 - July 2010
Tamar Fink, Inc. July 2005 - July 2007
Skills
Proformas, Excel, Yardi Voyager, Financial Analysis, Financial Modeling, Real Estate Finance, Real Estate Investment, Real Estate Financing, Real Estate Transactions, Financial Reporting, LIHTC, Public Finance, ARGUS, CoStar, Tax Increment Financing, Asset Management, Asset Managment, Real Estate Economics, Microsoft Excel, Portfolio Management, Real Estate Development, Disposition, Valuation, Due Diligence, Investment Properties, Real Estate, Sustainability, Acquisitions
Education
University of Colorado at Boulder - Leeds School of Business 2010 — 2012
MBA, Real Estate and Finance
University of Minnesota - Carlson School of Management 2003 — 2005
B.S. Business, Finance
AEGON USA Realty Advisors April 2014 - Present
Essex Financial Group May 2012 - April 2014
Boulder Housing Partners May 2011 - May 2012
Grubb and Ellis May 2011 - August 2011
Tamar Fink, Inc July 2007 - July 2010
Tamar Fink, Inc. July 2005 - July 2007
Skills
Proformas, Excel, Yardi Voyager, Financial Analysis, Financial Modeling, Real Estate Finance, Real Estate Investment, Real Estate Financing, Real Estate Transactions, Financial Reporting, LIHTC, Public Finance, ARGUS, CoStar, Tax Increment Financing, Asset Management, Asset Managment, Real Estate Economics, Microsoft Excel, Portfolio Management, Real Estate Development, Disposition, Valuation, Due Diligence, Investment Properties, Real Estate, Sustainability, Acquisitions
Education
University of Colorado at Boulder - Leeds School of Business 2010 — 2012
MBA, Real Estate and Finance
University of Minnesota - Carlson School of Management 2003 — 2005
B.S. Business, Finance
Greg Lundstrom Greg Lundstrom's Essex Financial Group Experience January 2004 - December 2009
Job Commercial Real Estate Loan Officer
Industry Banking
Experience
Bellco Credit Union September 2011 - Present
FIMAC Solutions May 2011 - September 2011
Great Western Bank December 2009 - July 2010
Essex Financial Group January 2004 - December 2009
TierOne Bank January 2003 - December 2003
Carreker Corporation June 1998 - June 2000
Skills
Commercial Mortgages, Commercial Lending, Real Estate, Credit Analysis, Business Development, Financial Risk, Portfolio Management, Financial Services, Underwriting, Credit, Banking, Management, Leadership, Commercial Real Estate, Loans, CRM, New Business Development, Sales, Loan Origination
Education
The University of Texas at Arlington 2000 — 2002
MBA, Commercial Real Estate Finance
Baylor University 1992 — 1996
BBA, Management
Bellco Credit Union September 2011 - Present
FIMAC Solutions May 2011 - September 2011
Great Western Bank December 2009 - July 2010
Essex Financial Group January 2004 - December 2009
TierOne Bank January 2003 - December 2003
Carreker Corporation June 1998 - June 2000
Skills
Commercial Mortgages, Commercial Lending, Real Estate, Credit Analysis, Business Development, Financial Risk, Portfolio Management, Financial Services, Underwriting, Credit, Banking, Management, Leadership, Commercial Real Estate, Loans, CRM, New Business Development, Sales, Loan Origination
Education
The University of Texas at Arlington 2000 — 2002
MBA, Commercial Real Estate Finance
Baylor University 1992 — 1996
BBA, Management
Austin Roberts's Essex Financial Group Experience May 2014 - August 2014
Job Acquisitions and Investments, WGS Ltd
Industry Real Estate
Experience
WGS Ltd January 2015 - Present
Essex Financial Group May 2014 - August 2014
Chipotle Mexican Grill March 2011 - March 2013
Miles Livingston General Contractor August 2009 - May 2011
BCOR Fitness July 2009 - December 2010
UBS Wealth Management July 2007 - July 2009
UBS Regional Consulting Center August 2008 - December 2008
Skills
Strategic Financial..., Business Planning, Leadership, Marketing, Finance, Forecasting, Series 7, Training, Insurance, Time Management, Management, Financial Analysis, Investments, Financial Planning, Strategic Planning, Social Media, Accounting
Education
CU Boulder - Leeds School of Business 2013 — 2015
MBA - Candidate, Finance and Real Estate
Boston College 2003 — 2007
BA, Economics
Luis Guido Carli (ROME) 2006 — 2006
B.A. Degree, Economics
East HS 2000 — 2003
WGS Ltd January 2015 - Present
Essex Financial Group May 2014 - August 2014
Chipotle Mexican Grill March 2011 - March 2013
Miles Livingston General Contractor August 2009 - May 2011
BCOR Fitness July 2009 - December 2010
UBS Wealth Management July 2007 - July 2009
UBS Regional Consulting Center August 2008 - December 2008
Skills
Strategic Financial..., Business Planning, Leadership, Marketing, Finance, Forecasting, Series 7, Training, Insurance, Time Management, Management, Financial Analysis, Investments, Financial Planning, Strategic Planning, Social Media, Accounting
Education
CU Boulder - Leeds School of Business 2013 — 2015
MBA - Candidate, Finance and Real Estate
Boston College 2003 — 2007
BA, Economics
Luis Guido Carli (ROME) 2006 — 2006
B.A. Degree, Economics
East HS 2000 — 2003
Jonathan Osterbrock Jonathan Osterbrock's Essex Financial Group Experience September 2006 - February 2007
Job Senior Solutions Developer at Arapahoe County
Industry Information Technology and Services
Experience
Arapahoe County September 2014 - Present
Uncommon Solutions Inc October 2012 - October 2014
Cherry Hills Community Church June 2012 - October 2012
Osterbrock Consulting January 2008 - January 2009
Cherry Hills Community Church January 2006 - January 2008
Essex Financial Group September 2006 - February 2007
Skills
SQL, Consulting, Microsoft SQL Server, AngularJS, ASP.NET MVC, Business Intelligence, Project Management, SharePoint, Spanish, Russian, Java, Databases, SAP, Data Warehousing, SAP BI, SQL Server Management..., Microsoft BI Suite, JavaScript, jQuery, .NET, Encompass, HTML
Education
University of Colorado Boulder 2003 — 2005
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Lehigh University 2001 — 2003
Arapahoe County September 2014 - Present
Uncommon Solutions Inc October 2012 - October 2014
Cherry Hills Community Church June 2012 - October 2012
Osterbrock Consulting January 2008 - January 2009
Cherry Hills Community Church January 2006 - January 2008
Essex Financial Group September 2006 - February 2007
Skills
SQL, Consulting, Microsoft SQL Server, AngularJS, ASP.NET MVC, Business Intelligence, Project Management, SharePoint, Spanish, Russian, Java, Databases, SAP, Data Warehousing, SAP BI, SQL Server Management..., Microsoft BI Suite, JavaScript, jQuery, .NET, Encompass, HTML
Education
University of Colorado Boulder 2003 — 2005
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Lehigh University 2001 — 2003
Dustin Anderson Dustin Anderson's Essex Financial Group Experience May 2010 - March 2015
Job Integra Realty Resources, Inc.
Industry Real Estate
Experience
Integra Realty Resources March 2015 - Present
Essex Financial Group May 2010 - March 2015
Marcus & Millichap September 2004 - May 2010
Skills
Disposition, Loans, Banking, Real Estate Transactions, Real Estate Development, Brokerage, Real Estate, Real Estate Economics, Commercial Mortgages, Commercial Real Estate, Real Estate Financing, Finance, Due Diligence
Education
University of Colorado Boulder - Leeds School of Business 1997 — 2001
BS, Marketing
Integra Realty Resources March 2015 - Present
Essex Financial Group May 2010 - March 2015
Marcus & Millichap September 2004 - May 2010
Skills
Disposition, Loans, Banking, Real Estate Transactions, Real Estate Development, Brokerage, Real Estate, Real Estate Economics, Commercial Mortgages, Commercial Real Estate, Real Estate Financing, Finance, Due Diligence
Education
University of Colorado Boulder - Leeds School of Business 1997 — 2001
BS, Marketing
Jeff Riggs Jeff Riggs's Essex Financial Group Experience 1992 - Present
Job Principal Essex Financial Group, Essex Financial Services, Baron Properties, Mountain West Industrial Properties
Industry Commercial Real Estate
Experience
Essex Financial Group 1992 - Present
Baron Properties 1997 - Present
Essex Financial Services 2009 - Present
Mountain West Industrial Properties 1995 - Present
Western Mortgage Loan Corporation 1989 - 1992
American Institutional Advisors 1987 - 1989
Cal Fed Mortgage Company 1984 - 1987
First Interstate Real Estate Services 1979 - 1984
Travelers 1969 - 1977
Skills
Real Estate, Real Estate Economics, Real Estate Development, Real Estate Transactions, Investment Properties, Real Estate Financing, Property Management, Asset Managment, Location Intelligence, Leases, Due Diligence, Brokerage, Investments, Commercial Real Estate, Loans, Asset Management
Education
American Institute of Real Estate Appraisers 1978 — 1980
Real Estate
The University of Connecticut 1975 — 1977
Master of Business Administration (MBA), Real Estate Finance
University of Iowa 1971 — 1975
Bachelor of Business Administration (BBA), Corporate Finance & Marketing
Essex Financial Group 1992 - Present
Baron Properties 1997 - Present
Essex Financial Services 2009 - Present
Mountain West Industrial Properties 1995 - Present
Western Mortgage Loan Corporation 1989 - 1992
American Institutional Advisors 1987 - 1989
Cal Fed Mortgage Company 1984 - 1987
First Interstate Real Estate Services 1979 - 1984
Travelers 1969 - 1977
Skills
Real Estate, Real Estate Economics, Real Estate Development, Real Estate Transactions, Investment Properties, Real Estate Financing, Property Management, Asset Managment, Location Intelligence, Leases, Due Diligence, Brokerage, Investments, Commercial Real Estate, Loans, Asset Management
Education
American Institute of Real Estate Appraisers 1978 — 1980
Real Estate
The University of Connecticut 1975 — 1977
Master of Business Administration (MBA), Real Estate Finance
University of Iowa 1971 — 1975
Bachelor of Business Administration (BBA), Corporate Finance & Marketing
Jared Wiedmeyer Jared Wiedmeyer's Essex Financial Group Experience August 2014 - Present
Job Real Estate Analyst at Essex Financial Group
Industry Utilities
Experience
Essex Financial Group August 2014 - Present
U.S. Bank October 2013 - August 2014
The National Renewable Energy Laboratory (NREL) June 2012 - October 2013
Boulder Housing Partners May 2013 - July 2013
University of Colorado August 2012 - July 2013
Tetra Tech EC, Inc. December 2009 - June 2012
AECOM June 2007 - October 2009
EDAW October 2005 - June 2008
Skills
Commercial Real Estate, Commercial Mortgages, Capital Markets, Capital Markets Analysis, Commercial Real Estate..., Microsoft Excel, Renewable Energy, Analysis, GIS, Cartography, ArcGIS, Spatial Analysis, Visualization, Visual Impact Assessment, 3D Studio Max, 3D visualization, Remote Sensing, Argus Modeling, Financial Analysis
Education
University of Colorado Boulder - Leeds School of Business 2011 — 2013
Masters, Business Administration
University of Wisconsin-Madison 2000 — 2004
Bachelor's of Science, Cartography & Geographic Information Systems
Essex Financial Group August 2014 - Present
U.S. Bank October 2013 - August 2014
The National Renewable Energy Laboratory (NREL) June 2012 - October 2013
Boulder Housing Partners May 2013 - July 2013
University of Colorado August 2012 - July 2013
Tetra Tech EC, Inc. December 2009 - June 2012
AECOM June 2007 - October 2009
EDAW October 2005 - June 2008
Skills
Commercial Real Estate, Commercial Mortgages, Capital Markets, Capital Markets Analysis, Commercial Real Estate..., Microsoft Excel, Renewable Energy, Analysis, GIS, Cartography, ArcGIS, Spatial Analysis, Visualization, Visual Impact Assessment, 3D Studio Max, 3D visualization, Remote Sensing, Argus Modeling, Financial Analysis
Education
University of Colorado Boulder - Leeds School of Business 2011 — 2013
Masters, Business Administration
University of Wisconsin-Madison 2000 — 2004
Bachelor's of Science, Cartography & Geographic Information Systems
Lucas Stefanich Lucas Stefanich's Essex Financial Group Experience July 2012 - March 2013
Job Core Systems Engineer at Visa Inc
Industry Information Technology and Services
Sam Makings Sam Makings's Essex Financial Group Experience September 2014 - Present
Job Real Estate Analyst at Essex Financial Group
Industry Real Estate
Experience
Essex Financial Group September 2014 - Present
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2013
B.S.
Essex Financial Group September 2014 - Present
Education
University of Colorado at Boulder - Leeds School of Business 2008 — 2013
B.S.
Dan Konecny Dan Konecny's Essex Financial Group Experience October 2014 - Present
Job Real Estate Debt and Equity Placement at Essex Financial Group
Industry Real Estate
Experience
Essex Financial Group October 2014 - Present
Essex Financial Group May 2012 - September 2014
Computershare November 2007 - July 2011
Guaranteed Rate October 2005 - September 2007
Detroit Tigers June 2004 - October 2005
Skills
Microsoft Excel, Real Estate, Financial Analysis, Investments, Strategic Planning, Financial Modeling
Education
University of Colorado at Boulder - Leeds School of Business 2011 — 2013
MBA
Northwestern University 2000 — 2004
Bachelor of Arts, Business Institutions
Ripon High School 1998 — 2000
Essex Financial Group October 2014 - Present
Essex Financial Group May 2012 - September 2014
Computershare November 2007 - July 2011
Guaranteed Rate October 2005 - September 2007
Detroit Tigers June 2004 - October 2005
Skills
Microsoft Excel, Real Estate, Financial Analysis, Investments, Strategic Planning, Financial Modeling
Education
University of Colorado at Boulder - Leeds School of Business 2011 — 2013
MBA
Northwestern University 2000 — 2004
Bachelor of Arts, Business Institutions
Ripon High School 1998 — 2000
Matthew Schovee Matthew Schovee's Essex Financial Group Experience June 2011 - August 2011
Job Associate at NGP Energy Technology Partners
Industry Oil & Energy
Experience
NGP Energy Technology Partners June 2015 - Present
Halliburton June 2013 - June 2015
Q Advisors June 2012 - August 2012
Essex Financial Group June 2011 - August 2011
Alliance Commercial Partners June 2010 - August 2010
Jones Lang LaSalle June 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Microsoft Word, PowerPoint, Financial Modeling, Teamwork, Access, Valuation, Bloomberg Terminal, Research, Data Analysis, Market Research
Education
Southern Methodist University 2008 — 2013
Finance; Concentration in Energy Management
NGP Energy Technology Partners June 2015 - Present
Halliburton June 2013 - June 2015
Q Advisors June 2012 - August 2012
Essex Financial Group June 2011 - August 2011
Alliance Commercial Partners June 2010 - August 2010
Jones Lang LaSalle June 2009 - August 2009
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Microsoft Word, PowerPoint, Financial Modeling, Teamwork, Access, Valuation, Bloomberg Terminal, Research, Data Analysis, Market Research
Education
Southern Methodist University 2008 — 2013
Finance; Concentration in Energy Management
Susan L. Rosenberg's Essex Financial Group Experience 2004 - 2005
Job Manager Standardized Funding at BBVA Compass
Industry Financial Services
Experience
BBVA Compass September 2013 - Present
CoBank July 2010 - May 2013
U.S. Bank January 1998 - June 2010
ReTECH+, Inc. 2005 - 2005
Essex Financial Group 2004 - 2005
Coopers & Lybrand June 1992 - March 1995
FarWest Savings & Loan Association January 1984 - March 1992
Skills
Loan Servicing, Finance, Mortgage Lending, Financial Services, Process Improvement, Real Estate, Banking, Property Management, Team Leadership, Commercial Lending, Insurance, Loan Origination, Loans, Asset Management, Financial Modeling, Affordable Housing, Budgets, Business Analysis, Construction Risk..., Commercial Mortgages, Flood Compliance, Real Estate Due..., Administrative Work, Risk Management, Operational Excellence, Portfolio Management, Leadership, Analysis, Business Development, Financial Risk, Commercial Real Estate
Education
University of Colorado at Boulder 1973 — 1977
Bachelor's degree
BBVA Compass September 2013 - Present
CoBank July 2010 - May 2013
U.S. Bank January 1998 - June 2010
ReTECH+, Inc. 2005 - 2005
Essex Financial Group 2004 - 2005
Coopers & Lybrand June 1992 - March 1995
FarWest Savings & Loan Association January 1984 - March 1992
Skills
Loan Servicing, Finance, Mortgage Lending, Financial Services, Process Improvement, Real Estate, Banking, Property Management, Team Leadership, Commercial Lending, Insurance, Loan Origination, Loans, Asset Management, Financial Modeling, Affordable Housing, Budgets, Business Analysis, Construction Risk..., Commercial Mortgages, Flood Compliance, Real Estate Due..., Administrative Work, Risk Management, Operational Excellence, Portfolio Management, Leadership, Analysis, Business Development, Financial Risk, Commercial Real Estate
Education
University of Colorado at Boulder 1973 — 1977
Bachelor's degree
Sandy Bucceri Sandy Bucceri's Essex Financial Group Experience August 2009 - August 2015
Job Office Manager at Corum Real Estate Group, Inc.
Industry Real Estate
Experience
Corum Real Estate Group, Inc. August 2015 - Present
Essex Financial Group August 2009 - August 2015
Baron Properties August 2009 - August 2015
The Law Offices of John M. Leace January 2008 - August 2009
National Park Service May 2007 - December 2007
Stetson University 2005 - 2006
Stetson University 2004 - 2005
Skills
Administration, Event Planning, Budgets, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Expense Reports, Salesforce.com..., Orion, Yardi Voyager, Heavy Calendaring, Travel Management, Office Management, Help Desk Support, Quicken, Vendor Management, Digital Dictation, Mobile Device Management, Project Management, Archives
Education
Florida Agricultural and Mechanical University 2006 — 2007
Bachelor of Arts (B.A.), Political Science and Government
Stetson University 2003 — 2005
Political Science and Government
Corum Real Estate Group, Inc. August 2015 - Present
Essex Financial Group August 2009 - August 2015
Baron Properties August 2009 - August 2015
The Law Offices of John M. Leace January 2008 - August 2009
National Park Service May 2007 - December 2007
Stetson University 2005 - 2006
Stetson University 2004 - 2005
Skills
Administration, Event Planning, Budgets, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Expense Reports, Salesforce.com..., Orion, Yardi Voyager, Heavy Calendaring, Travel Management, Office Management, Help Desk Support, Quicken, Vendor Management, Digital Dictation, Mobile Device Management, Project Management, Archives
Education
Florida Agricultural and Mechanical University 2006 — 2007
Bachelor of Arts (B.A.), Political Science and Government
Stetson University 2003 — 2005
Political Science and Government
Edward Boxer's Essex Financial Group Experience 1995 - Present
Job Principal, Essex Financial Group
Industry Real Estate
Experience
Essex Financial Group 1995 - Present
Skills
Commercial Real Estate, Strategic Planning, Brokerage, Real Estate, Mezzanine, Credit, Leases, Finance, Real Estate Transactions, Microsoft Excel, Loans, Mergers & Acquisitions, Structured Finance, Real Estate Economics, Mortgage Lending, Refinance, Real Estate Financing
Education
University of Denver - Daniels College of Business 1980 — 1982
MBA, Finance
Oberlin College
BA
Essex Financial Group 1995 - Present
Skills
Commercial Real Estate, Strategic Planning, Brokerage, Real Estate, Mezzanine, Credit, Leases, Finance, Real Estate Transactions, Microsoft Excel, Loans, Mergers & Acquisitions, Structured Finance, Real Estate Economics, Mortgage Lending, Refinance, Real Estate Financing
Education
University of Denver - Daniels College of Business 1980 — 1982
MBA, Finance
Oberlin College
BA
Peter Keepper's Essex Financial Group Experience August 2001 - Present
Job Principal Essex Financial Group LLC
Industry Financial Services
Experience
Essex Financial Group August 2001 - Present
Matrix Group, Inc. March 1999 - August 2001
Lamar Companies September 1997 - March 1999
CB Richard Ellis June 1992 - September 1997
CB Richard Ellis January 1991 - June 1992
Skills
Due Diligence, Real Estate, Investments, Portfolio Management, Loans, Asset Management, Leases, Financial Analysis, Banking, Finance, Investment Properties, Disposition, Negotiation, Mergers & Acquisitions, Underwriting, Investors, Dispositions
Education
University of Denver - Daniels College of Business 1986 — 1990
BS/BA, Commercial Real Estate Finance & Management
Essex Financial Group August 2001 - Present
Matrix Group, Inc. March 1999 - August 2001
Lamar Companies September 1997 - March 1999
CB Richard Ellis June 1992 - September 1997
CB Richard Ellis January 1991 - June 1992
Skills
Due Diligence, Real Estate, Investments, Portfolio Management, Loans, Asset Management, Leases, Financial Analysis, Banking, Finance, Investment Properties, Disposition, Negotiation, Mergers & Acquisitions, Underwriting, Investors, Dispositions
Education
University of Denver - Daniels College of Business 1986 — 1990
BS/BA, Commercial Real Estate Finance & Management
Michael Hrenya-Wood's Essex Financial Group Experience May 2014 - August 2014
Job Associate at Dividend Capital Diversified Property Fund
Industry Real Estate
Experience
Dividend Capital - Diversified Property Fund August 2014 - Present
Essex Financial Group May 2014 - August 2014
Real Capital Solutions February 2012 - May 2014
University of Colorado at Boulder August 2010 - May 2012
MPEG LA, LLC August 2009 - August 2010
Duff & Phelps January 2008 - March 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Microsoft Excel, Data Analysis, Analysis, Due Diligence, Economics, Research, Forecasting, Finance, PowerPoint, Strategic Planning, Market Research, Financial Reporting, Budgets, Business Planning, Microsoft Office, Project Management, Commercial Real Estate, Entrepreneurship, Business Strategy, Management Consulting, Strategy, Leadership
Education
University of Colorado Boulder - Leeds School of Business 2010 — 2012
MBA, Finance
Colorado State University 2003 — 2007
B.A., Economics
Colorado State University 2003 — 2007
B.S., Psychology
Dividend Capital - Diversified Property Fund August 2014 - Present
Essex Financial Group May 2014 - August 2014
Real Capital Solutions February 2012 - May 2014
University of Colorado at Boulder August 2010 - May 2012
MPEG LA, LLC August 2009 - August 2010
Duff & Phelps January 2008 - March 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Microsoft Excel, Data Analysis, Analysis, Due Diligence, Economics, Research, Forecasting, Finance, PowerPoint, Strategic Planning, Market Research, Financial Reporting, Budgets, Business Planning, Microsoft Office, Project Management, Commercial Real Estate, Entrepreneurship, Business Strategy, Management Consulting, Strategy, Leadership
Education
University of Colorado Boulder - Leeds School of Business 2010 — 2012
MBA, Finance
Colorado State University 2003 — 2007
B.A., Economics
Colorado State University 2003 — 2007
B.S., Psychology
Wayne Feria's Essex Financial Group Experience August 2010 - December 2010
Job Portfolio Manager at Berkadia
Industry Financial Services
Experience
Berkadia August 2014 - Present
Berkadia January 2012 - August 2014
Dudley Ventures August 2011 - December 2011
Keystone Commercial Capital December 2010 - July 2011
Essex Financial Group August 2010 - December 2010
Capmark August 2006 - May 2010
Honeywell Aerospace November 2005 - August 2006
Applica Consumer Products October 2000 - October 2005
Commercial Bank of Florida January 2000 - October 2000
Skills
Financial Analysis, Forecasting, Analysis, Portfolio Management, Loans, Asset Management, Real Estate, Credit Analysis, Commercial Real Estate
Education
Florida International University 1998 — 1999
MBA, Finance
University of Miami 1994 — 1998
Bachelor's, Marketing
Berkadia August 2014 - Present
Berkadia January 2012 - August 2014
Dudley Ventures August 2011 - December 2011
Keystone Commercial Capital December 2010 - July 2011
Essex Financial Group August 2010 - December 2010
Capmark August 2006 - May 2010
Honeywell Aerospace November 2005 - August 2006
Applica Consumer Products October 2000 - October 2005
Commercial Bank of Florida January 2000 - October 2000
Skills
Financial Analysis, Forecasting, Analysis, Portfolio Management, Loans, Asset Management, Real Estate, Credit Analysis, Commercial Real Estate
Education
Florida International University 1998 — 1999
MBA, Finance
University of Miami 1994 — 1998
Bachelor's, Marketing
Vincent DeLuca's Essex Financial Group Experience July 2009 - Present
Job Senior Portfolio Manager at Essex Financial Group
Industry Real Estate
Experience
Essex Financial Group July 2009 - Present
Capmark Finance July 2006 - July 2009
Centex Homes May 2005 - July 2006
Education
University of Arizona
Essex Financial Group July 2009 - Present
Capmark Finance July 2006 - July 2009
Centex Homes May 2005 - July 2006
Education
University of Arizona