Excel Trust, Inc.

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Excel Trust, Inc. Employees

Employee
Years
Job
Industry
Rachel (Zacchilli) Reese Rachel (Zacchilli) Reese San Diego, California Details
Rachel (Zacchilli) Reese's Excel Trust, Inc. Experience May 2011 - September 2011
Job Phlebotomist at Gritman Medical Center
Industry Hospital & Health Care
Experience
Gritman Medical Center  January 2015 - Present
BYU-Idaho  September 2013 - December 2014
BYU-Idaho  January 2014 - April 2014
Excel Trust, Inc.   May 2011 - September 2011

Skills
Public Speaking, Cpr Certified, Respect, Microsoft Office, Humor, Problem Solving, Computer Graphics, Administering TB tests, Medical Terminology, Medical Billing, Vital Signs, Venipuncture, Phlebotomy, Appointment Scheduling, Medical Assisting, EKG, Direct Patient Care, Quality Patient Care, Medical Records, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Leadership, Teamwork, Time Management

Education
BYU-Idaho   2010 — 2015
Bachelor of Applied Science (B.A.Sc.), Healthcare administration and Medical Assisting Services

Rancho Bernardo High School   2006 — 2010
High School Diploma

Anna Groetsch Anna Groetsch Scottsdale, Arizona Details
Anna Groetsch's Excel Trust, Inc. Experience October 2013 - Present
Job Sales Professional
Industry Health, Wellness and Fitness
Experience
Excel Trust, Inc.   October 2013 - Present
West USA Realty  March 2014 - Present
LoJack Corporation  February 2012 - September 2013
Paul R. Barker Brokerage   April 2011 - March 2012
Self-employed  January 2005 - November 2009
Prudential California Realty  January 2005 - October 2009
Real-EstateSales   January 2005 - January 2009
RE/MAX associates plus  May 2003 - January 2005
Real-EstateSales   January 2002 - January 2004

Skills
Customer Service, Community Outreach, Microsoft Office, Microsoft Excel, Microsoft Word, Business, Fitness, Health, Holistic Health, Nutrition, Alternative Medicine, Sales, Direct Sales, Sales Presentations, Fundraising, Organization, Time Management, Qualifying Prospects, Negotiation, Contract Negotiation, Sellers, Training, Customer Retention, Sales Management, Sales Operations, Sales Process

Education
Southwest Institute of Healing Arts   2012 — 2014
Certificate in Holistic Nutrition, Holistic Health and Wellness

Bethel University   1999 — 2002
Bachelor of Arts degree, communications

Bethel University   1999 — 2002
· Bachelor of Arts degree, communications

Palm Beach Atlantic College   1998 — 2000
Communication, General

Palm Beach Atlantic College   1998 — 2000
Bachelor of Arts degree, communications

Palm Beach Atlantic College   1998 — 1999
work, human communications and business

Prudential California Realty

Susy Parsons Susy Parsons West Palm Beach, Florida Area Details
Susy Parsons's Excel Trust, Inc. Experience October 2014 - Present
Job Director of Operations at Excel Trust, LP.
Industry Real Estate
Experience
Excel Trust, Inc.   October 2014 - Present
Berman Enterprises  August 2009 - September 2014
Simon Property Group  May 2008 - August 2009
Cyberknit a Div. of Paul Gottlieb & Co   September 2003 - April 2007

Skills
Real Estate, Leases, Property Management, Residential Homes, Real Estate Development, Investment Properties, Foreclosures, REO, Rentals, Contract Negotiation, Apartments, Condos, Investments, Sellers, Relocation, Short Sales, Due Diligence, Shopping Centers, Selling, Real Estate Transactions, Apparel, Negotiation, Investors, Management, Asset Management, Disposition, Retail, Brokerage, Lease Administration, Property, Real Estate Economics, Commercial Real Estate, Land Acquisition

Education
Kean University
Bachelor of Science, Management

Burland East, CFA Burland East, CFA La Jolla, California Details
Burland East, CFA's Excel Trust, Inc. Experience 2010 - August 2015
Job Chief Executive Officer, American Assets Investment Management
Industry Real Estate
Experience
American Assets Capital Advisers, LLC, And American Assets Investment Management. LLC   2010 - Present
Ernst & Young  December 2011 - Present
Excel Trust, Inc.   2010 - August 2015
USC Marshall School of Business  2003 - January 2015
Silver Portal Capital  2001 - 2010
Senior Resource Group  1996 - 2004
Wachovia Securities  2000 - 2001
EVEREN Securities, Inc.   1992 - 2000
National Association of Real Estate Investment Trusts  1998 - 1999
Brierley Investments Limited   1990 - 1992

Skills
Due Diligence, Residential Homes, Portfolio Management, Private Equity, REIT, Equities, Asset Managment, Hedge Funds, Real Estate, Asset Management, Capital Markets, Finance, Investment Management, Securities

Education
Loyola University Maryland   1982 — 1984
MBA, Finance

Sharon Filbig Sharon Filbig Greater San Diego Area Details
Sharon Filbig's Excel Trust, Inc. Experience September 2011 - Present
Job Executive Assistant at Excel Trust, Inc.
Industry Real Estate
Experience
Excel Trust, Inc.   September 2011 - Present
Prudential California Realty  January 2005 - September 2011
Price Legacy Corp.   November 1997 - January 2005

Skills
Investment Properties, Short Sales, First Time Home Buyers, REO, Sellers, Relocation, Listings, Buyer Representation, Foreclosures, Single Family Homes, Referrals, Condos, Real Estate, Investors, New Home Sales

Education
San Diego State University-California State University   1984 — 1986

Spencer Plumb Spencer Plumb Greater San Diego Area Details
Spencer Plumb's Excel Trust, Inc. Experience 2010 - Present
Job President / COO at Excel Trust, Inc.
Industry Real Estate
Experience
Excel Trust, Inc.   2010 - Present
Excel Realty Holdings, LLC   2004 - 2011

Education
Brigham Young University
BA, Economics

Annette Badger Annette Badger Greater San Diego Area Details
Annette Badger's Excel Trust, Inc. Experience July 2013 - Present
Job MBA Leasing/Legal
Industry Commercial Real Estate
Experience
Excel Trust, Inc.   July 2013 - Present
Publishers Development Corporation  2011 - July 2013
Marabella Commercial Finance   2010 - 2011
Residential Developement   2005 - 2010
Turpit Architects   1989 - 1992

Skills
Teaching, Public Speaking, Real Estate Development, Outlook, English, Editing, Commercial Real Estate, Windows, Research, Macintosh Applications, Real Estate, Microsoft Excel, Project Management, Commercial Leasing

Education
National University   2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General

University of Arizona   1986 — 1990
Bachelor of Arts (B.A.), Linguistics

Montana State University-Bozeman   1983 — 1984
Architecture

Kyle Clayton Kyle Clayton Stockton, California Details
Kyle Clayton's Excel Trust, Inc. Experience July 2013 - Present
Job Property Manager at Excel Trust
Industry Commercial Real Estate
Experience
Excel Trust, Inc.   July 2013 - Present
Nu Skin Enterprises  February 2013 - June 2013
Nu Skin Enterprises  November 2009 - February 2013
Supreme Automotive Warehouse   June 2008 - August 2010
The Church of Jesus Christ of Latter-day Saints  May 2006 - May 2008

Skills
Chinese, Customer Support, Analytical Skills, 50 wpm, Microsoft Office, Memorization, Public Speaking, Accounting, Mandarin, Retail, Management, Team Leadership

Education
Brigham Young University   2005 — 2013
Bachelor's Degree, Chinese Language and Literature

Kathy Clegg Kathy Clegg Greater San Diego Area Details
Kathy Clegg's Excel Trust, Inc. Experience November 1990 - Present
Job Accounting/HR Manager at Excel Trust, Inc.
Industry Real Estate
Experience
Excel Trust, Inc.   November 1990 - Present

Skills
Customer Service, Budgets, Microsoft Office, Microsoft Excel, Strategic Planning, Real Estate, Human Resources, Microsoft Word, Team Building, Financial Analysis, Payroll

Education
California State University San Marcos
HR Certification

Athena Balcombe Athena Balcombe San Diego, California Details
Athena Balcombe's Excel Trust, Inc. Experience July 2010 - December 2010
Job Customer Service Agent at Alaska Airlines SAN
Industry Airlines/Aviation
Experience
Alaska Airlines  May 2014 - Present
Hilton Worldwide  January 2012 - September 2013
La Costa Resort and Spa  December 2010 - January 2012
Excel Trust, Inc.   July 2010 - December 2010
Rancho Bernardo Integrative Medicine Center   May 2006 - June 2010

Skills
Hospitality Management, Hospitality Industry, Hotels, Resorts, Hotel Management, Food & Beverage, Hospitality, Front Office, Banquets, Catering, Customer Satisfaction, Customer Service, Delphi, Hotel Booking, Meeting Planning, Micros, Pre-opening, Restaurants, Sales, Time Management, Tourism

Education
San Diego State University-California State University   2008 — 2010
BA, Japanese

Blake Tengberg Blake Tengberg Salt Lake City, Utah Details
Blake Tengberg's Excel Trust, Inc. Experience May 2011 - August 2011
Job Founder, Attorney at Tengberg Law
Industry Legal Services
Experience
Tengberg Law   April 2015 - Present
The Color Run  November 2014 - Present
Electric Run, LLC   September 2013 - November 2014
White Room Systems   July 2012 - August 2013
Excel Trust, Inc.   May 2011 - August 2011
Foley & Lardner LLP  May 2010 - August 2010

Skills
Due Diligence, Commercial Real Estate, Real Estate, Corporate Law, General Corporate..., Contract Negotiation, Transactional Law, Leases, Intellectual Property, Negotiation, Management, Legal Writing, Mergers & Acquisitions, Corporate Governance, LLC

Education
Brigham Young University—J. Reuben Clark Law School   2010 — 2012
Doctor of Law (J.D.), business law

University of San Diego School of Law   2009 — 2010
Doctor of Law (J.D.) - first year

Brigham Young University   2003 — 2009
Bachelor of Arts (B.A.), English

Matt Ottesen Matt Ottesen Greater Los Angeles Area Details
Matt Ottesen's Excel Trust, Inc. Experience June 2008 - September 2009
Job Associate Director at Pacific Life
Industry Real Estate
Experience
Pacific Life  March 2015 - Present
Pacific Life  August 2013 - March 2015
Buchanan Street Partners  May 2010 - July 2013
Excel Trust, Inc.   June 2008 - September 2009
Federal Realty Investment Trust  January 2007 - June 2008

Skills
Commercial Real Estate, Portfolio Management, Investment Properties, Acquisitions, Financial Analysis, Financial Modeling, Valuation, Due Diligence, Disposition, Asset Management, Real Estate Transactions, Leases, Real Estate Financing, Real Estate Development, Real Estate Economics

Education
University of California, Irvine - The Paul Merage School of Business   2009 — 2011
Master of Business Administration (M.B.A.), Real Estate, Finance

Brigham Young University   2001 — 2006
Bachelor's of Science, Biology, Latin American Studies

William Gervin William Gervin Greater San Diego Area Details
William Gervin's Excel Trust, Inc. Experience February 2015 - Present
Job Regional Director of Leasing at Excel Trust, Inc.
Industry Commercial Real Estate
Experience
Excel Trust, Inc.   February 2015 - Present
Terramar Retail Centers, LLC  January 2011 - Present
Roberts Commercial Real Estate Services   October 2009 - February 2011
Staubach Capital Markets   July 2006 - January 2009
Staubach Retail  July 2005 - June 2006
Staubach Retail  December 2004 - June 2005
CB Richard Ellis  May 2004 - November 2004
CB Richard Ellis  June 2003 - August 2003

Skills
Commercial Real Estate, Retail, Shopping Centers, Leasing, Investment Sales, Capital Markets, Acquisitions, Asset Dispositions, Asset Management, Consulting

Education
Southern Methodist University   2000 — 2004

Dagan Sutherland Dagan Sutherland Greater San Diego Area Details
Dagan Sutherland's Excel Trust, Inc. Experience April 2011 - Present
Job Director, Financial Reporting at Excel Trust, Inc.
Industry Real Estate
Experience
Excel Trust, Inc.   April 2011 - Present
BioMed Realty Trust  April 2006 - March 2011
SAIC  July 2003 - April 2006
KPMG  April 2002 - July 2003
Arthur Andersen LLP  1998 - 2002

Skills
SEC filings, GAAP, Financial Reporting, Accounting, Due Diligence, US GAAP, Sarbanes-Oxley Act, CPA, Revenue Recognition, Financial Analysis, Internal Controls, Financial Modeling, Variance Analysis, Financial Statements, Auditing, General Ledger, Valuation, Financial Accounting, Sarbanes-Oxley, Internal Audit, Process Improvement, Real Estate, Mergers & Acquisitions, Cash Flow, Corporate Finance, Cost Accounting

Education
Brigham Young University   1991 — 1998
Master of Science (MS), Accounting

Sammamish High School   1988 — 1991

Nick Viggianelli Nick Viggianelli Vista, California Details
Nick Viggianelli's Excel Trust, Inc. Experience February 2014 - August 2015
Job IT Infrastructure Manager at ConAm Management Corporation
Industry Information Technology and Services
Experience
ConAm Management Corporation  September 2015 - Present
Excel Trust, Inc.   February 2014 - August 2015
CHMB - California Healthcare Medical Billing  April 2011 - February 2014
FMT Consultants, LLC  August 2010 - April 2011
Synteract, Inc.   November 2005 - August 2010

Skills
Firewalls, Networking, VPN, Windows Server, Cloud Computing, Security, WAN, Network Administration, Citrix, Virtualization, VoIP, SAN, Cisco Technologies, Infrastructure, VMware vSphere, Storage, VMware, Active Directory, 2008 RDS, Project Management, IIS, Telecommunications, CommVault, Juniper Switches, iSCSI, VLAN, Disaster Recovery, Troubleshooting

Education
Coleman College   2002 — 2005
BS, Computer Science

Chrissy Collier Chrissy Collier Richmond, Virginia Area Details
Chrissy Collier's Excel Trust, Inc. Experience February 2010 - Present
Job Property Management at Excel Trust
Industry Real Estate
Experience
Excel Trust, Inc.   February 2010 - Present

Skills
Real Estate, Financial Reporting, Property Management, Employee Training, Team Building, Customer Service..., Sales, Accounts Receivable, Landlord/Tenant Matters, Resident Retention, Marketing

Education
Ferrum College

Daniel Haslam Daniel Haslam San Diego, California Details
Daniel Haslam's Excel Trust, Inc. Experience March 2012 - Present
Job Vice President Asset Management at Excel Trust, Inc.
Industry Real Estate
Experience
Excel Trust, Inc.   March 2012 - Present
Excel Realty Holdings, LLC   March 2006 - March 2012
Ford Motor Company  2004 - 2006

Skills
Project Management, Real Estate Development, Business Analysis, Strategic Planning, Process Improvement, Project Planning, Contract Management, Real Estate, Project Portfolio..., Business Strategy, Risk Management, Due Diligence, Contract Negotiation, Negotiation

Education
The University of Chicago - Booth School of Business   2010 — 2012
Master of Business Administration (MBA)

Brigham Young University   1998 — 2004
Bachelor of Arts (BA), Economics

Ted Anderson Ted Anderson Greater Salt Lake City Area Details
Ted Anderson's Excel Trust, Inc. Experience October 2014 - Present
Job Regional Asset Manager at Excel Trust, Inc.
Industry Real Estate
Experience
Excel Trust, Inc.   October 2014 - Present
DDR Corp.  April 2008 - October 2014
Phillips Edison & Company  August 2004 - April 2008

Skills
Property Management, Contract Negotiation, Leases, Real Estate, Disposition, Asset Management, Real Estate Development, Lease Administration, Lease Negotiations, Budgets, Shopping Centers, Location Intelligence, Commercial Real Estate, Real Estate Transactions, Negotiation, Facilities Management, Tenant, Real Estate Economics, Construction, Investment Properties, Dispositions

Education
Southern Utah University   1994 — 1997
Bachelors, Accounting