GID Investment Advisers LLC
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GID Investment Advisers LLC Employees
City of Oakland August 2013 - Present
City of Oakland May 2012 - August 2013
BART August 2011 - May 2012
City of Oakland August 2009 - August 2011
Mervyn's July 2008 - October 2008
GID Investment Advisers, LLC March 2007 - July 2008
Lurie Management LLC February 2001 - September 2006
Netpulse Communications January 2000 - December 2000
SARES-REGIS Group July 1993 - January 2000
Skills
Analysis, Forecasting, Budgets, Financial Analysis, Project Planning, Program Management, Policy, Management, Finance, Accounting, Auditing, Risk Management, Due Diligence, Human Resources, Microsoft Excel, Marketing, Financial Modeling, Market Research, Microsoft Office, Contract Negotiation, Government, Process Improvement, Software Documentation, Mergers & Acquisitions, Investments, Data Analysis, Strategic Planning, PowerPoint, Negotiation, Sales, Excel, Financial Reporting, Portfolio Management, Budgeting, Problem Solving, Planning
Education
Thomas Jefferson School 1975 — 1995
Brandeis University 1989 — 1992
BA, Politics
GID Investment Advisers LLC July 1998 - Present
Skills
Microsoft Office, Administration, Coaching, Excel, Benefits Administration, ADP Payroll, Employee Benefits, Payroll, Deferred Compensation, Onboarding, Human Resources, Performance Management, Training, Software Implementation, Employee Relations, Microsoft Excel
Education
Northeastern University 2010 — 2011
BS, Leadership
Massasoit Community College
Associate
GID Investment Advisers LLC October 2014 - Present
Boston College August 2011 - May 2014
CBRE May 2013 - March 2014
Romney for President July 2012 - December 2012
Blue Cross and Blue Shield of Western New York May 2012 - September 2012
Blue Cross and Blue Shield of Western New York May 2011 - August 2011
K & M Landscaping March 2008 - September 2010
Skills
Event Planning, Microsoft Excel, Management, Student Counseling, Graphic Design, Market Research, Customer Data, Extracurricular..., Commercial Real Estate, Real Estate Transactions, Policy, Time Management, Leadership, Customer Service, Teamwork, Marketing, Social Media, Social Networking, Microsoft Office, Budgets, Microsoft Word, Nonprofits, PowerPoint, Fundraising, SPSS, Public Speaking
Education
Boston College - Carroll School of Management
Bachelor's Degree, Finance & Marketing
Boston University 2015 — 2016
Certificate in Real Estate Finance
John Carroll University 2010 — 2011
Canisius High School 2006 — 2010
Hunt Mortgage Group September 2011 - Present
Deutsche Bank Berkshire Mortgage November 2009 - September 2011
TriSail Capital Corporation / Bank of America March 2006 - November 2009
GID Investment Advisers, LLC 2005 - 2006
Berkshire Property Advisors June 2001 - February 2005
Skills
Real Estate, Property Management, Financial Analysis, Asset Management, Mergers, Financial Modeling, Acquisitions, Commercial Real Estate, Property Disposition, Loan Origination, Originating, Microsoft Excel, Salesforce.com, Real Estate Development, Real Estate Due..., Multi-family, Inter-personal, Investment Properties, Structured Finance, Affordable Housing, Banking, Commercial Banking, Real Estate Investor, Real Estate Transactions, Real Estate Financing, Real Estate Private..., Commercial Mortgages, Real Estate Economics, Underwriting, Finance, Private Equity, Mergers
Education
Simmons College 1997 — 2001
BA, Cum Laude, Economics & Finance
Apartment Boy December 2014 - Present
Boxer Property April 2013 - December 2014
RealPage, Inc. 2012 - 2013
GID Investment Advisers, LLC 2008 - 2012
DR Horton 2007 - 2008
Trammell Crow Residential 2005 - 2008
Skills
Real Estate, Sales, Leasing, Management, Customer Service, People-oriented, MRI Software, LRO, Salesforce.com, OneSite, YieldStar, Property Management, Sales Management, Negotiation, Contract Negotiation, Lease Negotiations, Commercial Real Estate, Commercial Leasing, SaaS, Marketing, Residential Homes, Cold Calling, Investment Properties, Customer Satisfaction, Leadership, Selling
Education
The University of Texas at Arlington 2002 — 2006
Finance and Computer Science
South Grand Prairie High School 1998 — 2002
GID Investment Advisers LLC 2001 - Present
GID Investment Advisers LLC 1998 - 2001
GID Investment Advisers LLC 1997 - 1998
Whittier Partners 1993 - 1994
Skills
Due Diligence, Underwriting, Mergers, Contract Negotiation, Investments, Mergers & Acquisitions, Budgets, Real Estate Development, Market Analysis, Real Estate, Dispositions, Investment Properties, Asset Management, Commercial Real Estate, Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1995 — 1996
MBA, Finance
University of Massachusetts at Amherst - Isenberg School of Management 1987 — 1991
Bachelor, Business Administration and Management, General
State Street April 2012 - Present
Eaton Vance December 2011 - March 2012
GID Investment Advisers LLC March 2008 - November 2011
Municipal Mortgage & Equity January 2005 - February 2008
AEW Capital Management June 2000 - January 2005
Ziner & Company December 1993 - June 2000
American Express Tax & Business Services 1998 - 2000
Skills
Accounting, Real Estate, Supervisory Experience, Performance Measurement, GAAP, Financial Reporting, Excel, Investment Properties, Private Equity, IFRS, Internal Controls, Microsoft Excel, Auditing, Finance, Forecasting, Financial Analysis, Financial Modeling
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1993
MBA, Accountancy
Union College 1985 — 1989
BA, Political Science/History
GID Investment Advisers LLC April 2015 - Present
AT&T October 2013 - April 2015
AT&T Mobility July 2012 - October 2013
In-N-Out Burger September 2008 - July 2012
H&M July 2011 - April 2012
Skills
Sales, Customer Service, Retail, Account Management, Sales Operations, Direct Sales, Microsoft Office, Sales Management, Customer Satisfaction, Time Management, Marketing, Merchandising, Management, Leadership, Training, Selling, Team Leadership, Teamwork, Advertising, Budgets, Microsoft Word, Team Management, Data Entry, Strategic Planning, Leadership Development, Brand Development, Customer Retention, Customer Experience, Sales Process, Inventory Management, Sales Presentations, Team Building, Public Speaking, PowerPoint, Event Management
Education
University of San Francisco 2008 — 2012
Bachelor's of Science, Business Administration and Management, General
GID Investment Advisers LLC May 2002 - Present
Glanz Properties November 2001 - May 2002
Holland Mark Advertising February 2001 - October 2001
Holland Mark Advertising May 1999 - May 2001
Tofias PC September 1996 - May 1999
Skills
Real Estate, Contract Negotiation, Budgets
Education
Northeastern University 1989 — 1993
GID Investment Advisers, LLC August 2012 - Present
GID Investment Advisers, LLC January 2012 - July 2012
GID Investment Advisers, LLC February 2007 - December 2011
Overland Capital Group October 2005 - February 2007
Boston College Student Agencies April 2004 - May 2005
US Merchant Marines June 2000 - April 2005
Skills
Commercial Real Estate, Commercial Real Estate..., Mergers & Acquisitions, Underwriting, Contract Negotiation, Financial Analysis, Portfolio Management, Asset Management, Investments, Investment Properties, Real Estate Transactions, Financial Modeling, Due Diligence, Dispositions, Acquisitions, Disposition, Strategy, Property Management, Negotiation, Finance, Asset Managment, Budgets
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2005
MBA
Massachusetts Maritime Academy 1998 — 2000
BS
Commonwealth Financial Network June 2015 - Present
GID Investment Advisers LLC January 2014 - Present
GID Investment Advisers LLC April 2007 - January 2014
City Year July 2002 - April 2007
City Year October 2000 - July 2002
Zoom Telephonics October 1998 - October 2000
World Trade Center Boston June 1995 - October 1998
Skills
Multi-state Payroll..., Customer Service, New Hire Orientations, Ultimate Software, Grace Hill Training..., Microsoft Office, Benefits Administration
Education
Mansfield Beauty Schools-Quincy 2005 — 2007
Licensed Cosmetologist, Cosmetology/Cosmetologist, General
Boston University 1996 — 1997
South Boston High School 1992 — 1996
High School
GID Investment Advisers LLC January 2013 - Present
GID Investment Advisers LLC April 2010 - Present
Colliers International February 2008 - March 2010
Olympia Funding March 2003 - September 2005
Skills
Leases, Property Management, Real Estate, Corporate Real Estate, Real Estate Development, Lease Administration, Apartments, Tenant, Asset Managment, Investment Properties, Microsoft Office, Location Intelligence, Customer Service, Outlook, Brokerage, Commercial Real Estate, Event Planning, Microsoft Excel, Due Diligence, Sales, Retail
Education
California State University-Sacramento 2005 — 2009
Bachelor of Business Administration (B.B.A.), Concentration in Real Estate and Land Use Affairs
Granada High School 2000 — 2004
Diploma
GID Investment Advisers LLC August 2015 - Present
GID Investment Advisers LLC March 2012 - August 2015
Pinnacle Property Management Services December 2009 - March 2012
Clark Realty Capital,LLC October 2005 - December 2009
Overland Realty Capital, LLC 2002 - 2004
Navic Networks 2000 - 2002
Skills
Asset Management, Acquisitions, Project Finance, Capital Markets, Joint Ventures, Financial Structuring, Portfolio Management, Financial Analysis, Mergers, Investment Banking, Loans, Restructuring, Financial Modeling, Underwriting, Negotiation, Finance, Commercial Real Estate, Management
Education
Babson College 1998 — 2002
B.S., Finance and Economics
Stoughton High School
Windsor Communities and The General Investment & Development Companies January 2014 - Present
GID Investment Advisers LLC 2008 - Present
Windsor Property Management Co. 2000 - 2008
Skills
Property Management, Apartments, Real Estate, Leases, Rentals, Recruiting, Marketing, Contract Negotiation, Human Resources, Negotiation, Training, Team Building, Customer Service, Employee Relations, Strategic Planning, Account Management, Onboarding
Education
Bentley University
Bachelor of Science (B.S.), Marketing
Suffolk University
Master of Science (M.S.), Human Resources
GID Investment Advisers LLC November 2010 - Present
Pierce Atwood April 2010 - January 2011
McCarter & English, LLP October 2007 - April 2010
McCarter & English, LLP (f/k/a Gadsby & Hannah, LLP until 2006 merger) October 2000 - September 2007
Boylan, Brown, Code, Vigdor & Wilson, LLP August 1998 - September 2000
Skills
Mergers, Real Estate
Education
Syracuse University College of Law 1995 — 1998
JD, Law
Hobart and William Smith Colleges 1991 — 1995
BA, English
GID Investment Advisers LLC February 2015 - Present
AEW Capital Management December 2014 - February 2015
AEW Capital Management October 2011 - December 2014
Brown Brothers Harriman March 2011 - September 2011
Fidelity Capital Markets June 2009 - August 2009
Skills
Bloomberg, Investments, Financial Analysis, Financial Modeling, Fixed Income, Valuation, Equities, Due Diligence, Trading, Mutual Funds, Asset Managment, Alternative Investments, Securities, Capital Markets, Private Equity, Portfolio Management, Real Estate Economics, Relationship Management, Commercial Real Estate
Education
Saint Joseph's University 2006 — 2010
Finance, Mathematics
Saint Joseph's University - Erivan K. Haub School of Business 2006 — 2010
Bachelor's degree, Finance
Xaverian Brothers High School 2002 — 2006
GID Investment Advisers LLC March 2006 - Present
AEW Capital Management October 2005 - March 2006
Imerica Financial Corporation April 2004 - October 2005
Raymond James Financial Inc. July 2000 - July 2003
CNA Personal Insurance June 1985 - July 2000
Skills
Administrative..., Office Management, Spreadsheets, Calendars, Expense Reports, Calendaring, Office Equipment, Confidentiality, Office Administration, Data Entry, Executive Level..., Concur, Telephone Skills, Heavy Calendaring, Executive..., Fax, Notary Public, Expense Management, File Management, Administrative Support, Expenses, Typing, Outlook, Coordination, Scheduling, Event Planning, PowerPoint, Word, Excel, Microsoft Office, Internet Explorer, Teamwork, Adobe Acrobat, Employee Relations, Administrative Functions, Administrative..., Administrative..., Administrative Office..., C-Level Relationships, C-Level Executive..., C-Level, Microsoft Word, Administration, Administrative..., Time Management, Training, Travel Arrangements, Human Resources, Budgets, Management
Education
University of South Florida 2004 — 2005
Certificate, Human Resrouces Management, 4.0
ESS College of Business 1997 — 1999
Associate of Science (AS), Executive Assistant, 4.0
Downing & Company January 2006 - Present
GID Investment Advisers LLC April 2006 - December 2006
Resolve Techology 2005 - 2006
Sentient Jet 2004 - 2005
Fidelity Investments May 2000 - December 2002
US Navy 1989 - 1997
Skills
Due Diligence
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2000
MBA
The Johns Hopkins University 1984 — 1988
Russian Language and International Studies
Deerfield Academy 1981 — 1984
High School
GID Investment Advisers LLC 2006 - Present
Spaulding & Slye Colliers 1995 - 2006
Skills
Financial Analysis, Real Estate, General Ledger, Due Diligence, Financial Reporting, GAAP, Internal Controls, Managerial Finance, Forecasting
Education
Merrimack College 1985 — 1990
Central Catholic High School 1981 — 1985
CohnReznick LLP (formerly Ercolini & Co) August 2013 - Present
Ercolini & Company LLP January 2013 - August 2013
GID Investment Advisers LLC June 2012 - January 2013
GID Investment Advisers LLC January 2001 - January 2012
GID Investment Advisers LLC September 1999 - January 2001
Fisher, Herbst, & Kemble, P.C. August 1996 - August 1999
Skills
Federal Taxation, State Taxation, Tax Compliance, Income Tax, Tax Preparation, Tax Returns, Tax Accounting, Individual Taxes, S Corporations, Taxation of Trusts, Partnership Taxation, Tax Research, Tax Software, Fixed Assets, Accounting, Journal Entries, General Ledger
Education
The University of Texas at San Antonio 1992 — 1996
B.B.A., Accounting
GID Investment Advisers LLC November 2000 - Present
Paine Webber August 1993 - October 2000
THE MAY DEPARTMENT STORES COMPANY June 1988 - May 1991
Education
Penn State University 1991 — 1993
MBA, Concentration in Finance
University of Notre Dame 1984 — 1988
BBA, Marketing
St. Ignatius High School -- Cleveland, Ohio
GID Investment Advisers LLC April 2000 - Present
Education
Bentley College 1984 — 1987
BS, Accounting
GID Investment Advisers, LLC August 1987 - Present
Winthrop Financial Associates August 1982 - August 1987
Skills
Real Estate, Real Estate Development, Investment Properties, Due Diligence, Real Estate Economics, Real Estate Transactions, Asset Management, Property Management, Investments, Disposition, Strategic Planning, Commercial Real Estate
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1980 — 1982
Master of Business Administration (M.B.A.)
Middlebury College 1974 — 1978
BA, Biology
Kensington investment Company, Inc June 2008 - May 2013
GID Investment Advisers LLC May 2001 - June 2008
Leggat McCall Properties September 1995 - May 2001
Winthrop Financial Associates July 1983 - September 1995
Education
Boston University Graduate School of Management 1987 — 1991
Master of Business Administration (MBA)
Dartmouth College 1979 — 1983
Bachelor of Arts (BA)
Dennis Riordan Consulting May 2014 - Present
Adlens USA,Inc. June 2013 - April 2014
Various April 2012 - April 2013
GID Investment Advisers LLC October 2010 - March 2012
Resources Global 2010 - 2010
Microfluidics International Corp. February 1996 - January 2009
FIC,INC. March 1995 - February 1996
Winthrop Management May 1989 - May 1994
Berkshire Realty Company,Inc. 1986 - 1989
Laventhol & Horwath 1985 - 1986
Skills
Project Accounting, Financial Analysis, Due Diligence, Forecasting, Accounts Payable, Start-ups, Financial Reporting, Accounts Receivable, Strategic Financial..., Finance, Auditing, Budgets, SEC filings, Financial Modeling, Internal Controls, Accounting, GAAP, Mergers, Variance Analysis, Investments, Consolidation, Internal Audit, Sarbanes-Oxley Act, Financial Statements, Real Estate, Analysis, Management, Cash Flow, Payroll, Corporate Finance, Cost Accounting, Asset Management, Revenue Recognition, Portfolio Management, Managerial Finance, US GAAP, Valuation, CPA, External Audit, Private Equity, Mergers & Acquisitions, Venture Capital, Restructuring, Financial Accounting, Acquisition Integration, Executive Management, IPO, Risk Management, Business Valuation, SEC Filings
Education
Northeastern University 1964 — 1969
BSBA, Accounting
Boston College High 1960 — 1964
GID Investment Advisers LLC April 2006 - May 2015
Tufts Medical Center April 2004 - April 2006
Skills
Sales, Management, Marketing, Event Planning, Real Estate, Customer Service, Microsoft Excel, Due Diligence, Property Management, Microsoft Office, PowerPoint, Investment Properties, Investments, Strategic Planning
Education
Lebanon Valley College 1974 — 1978
Bachelor’s Degree, English and history
Lebanon Catholic High School
GID Investment Advisers LLC December 2000 - Present
Skills
Real Estate, Accounting, Financial Reporting, Budgets, Auditing, Finance, Financial Analysis, Variance Analysis, Forecasting, Due Diligence, Account Reconciliation, Internal Controls, Accounts Receivable, Accounts Payable, Mergers & Acquisitions, Financial Statements, Start-ups, General Ledger, Valuation, Financial Accounting, Asset Management, GAAP, Analysis, Sarbanes-Oxley Act, US GAAP, Managerial Finance, SEC filings, Financial Modeling
Education
Suffolk University - Sawyer Business School 1995 — 1998
Masters, Business Administration
Bentley University 1983 — 1987
BS, Accountancy
Boston Scientific January 2013 - December 2014
Nuance Communications May 2011 - December 2012
PwC February 2007 - April 2010
GID Investment Advisers LLC February 2006 - February 2007
Education
The Johns Hopkins University 2015 — 2016
Master of Applied Economics
Bentley College - Elkin B. McCallum Graduate School of Business 2008 — 2011
Master of Taxation, Taxation
University of Vermont 2002 — 2005
Business Administration, Accounting and Finance
GID Investment Advisers, LLC November 2010 - Present
Uno Chicago Grill June 2010 - November 2010
Uno Chicago Grill October 2005 - June 2010
Skills
Accounts Payable, Financial Reporting, Auditing, Financial Accounting, Restaurants, Account Reconciliation, Fixed Assets, P&L, Consolidation, Cash Flow, Management, Financial Statements, Accounts Receivable, Financial Forecasting, Customer Service, Accounting, Budgets
Education
Southern New Hampshire University 2013 — 2017
Master of Science (M.S.), Accounting
Bridgewater State College 2001 — 2005
Bachelor of Science, Accounting
Bridgewater State University 2001 — 2005
Bachelor of Science (BS), Accounting