Green Street Advisors
Industry: Commercial company
DescriptionFounded: 1985 Subsidiaries: Green Street Trading, LLC,
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Green Street Advisors Employees
Bovitz, Inc. June 2015 - Present
Green Street Advisors May 2014 - September 2014
NBCUniversal, Inc. January 2014 - May 2014
University of Southern California September 2013 - December 2013
Warner Music Group January 2013 - May 2013
Skills
Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, PowerPoint
Education
USC 2011 — 2015
Bachelor of Business Administration (B.B.A.)
The University of Manchester 2014 — 2014
Mater Dei High School 2007 — 2011
Gurtin Fixed Income Management, LLC 2014 - Present
Green Street Advisors 2010 - 2014
Bark4Beer 2009 - 2010
Said Business School 2008 - 2009
Lowe Enterprises 2005 - 2008
Mid Peninsula Housing 2003 - 2005
Stanford Management Company 2000 - 2001
Skills
Investments, Due Diligence, Corporate Finance, Asset Managment, Venture Capital, Acquisitions, Asset Management, Financial Modeling, Equities, Finance, Fixed Income, Business Planning, Start-ups
Education
University of Oxford - Said Business School 2008 — 2009
Master of Business Administration (MBA) with Distinction
Stanford University 1999 — 2003
B.S., Management Science & Engineering: concentration in Finance & Decision Engineering
Green Street Advisors June 2012 - Present
Reflexion Capital August 2011 - December 2011
Green Street Advisors June 2011 - August 2011
NERA Economic Consulting July 2006 - July 2010
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Business Administration
Pomona College 2002 — 2006
Bachelors, Economics, Mathematics
Green Street Advisors December 2010 - Present
Bradford & Marzec, LLC August 2007 - January 2011
Bradford & Marzec, LLC August 2005 - August 2007
Bradford & Marzec, LLC August 2004 - August 2005
Skills
Microsoft Excel, Visual Basic, Credit Analysis, Performance Attribution, Fixed Income, Asset Managment, Financial Modeling, Bloomberg, Equities, Portfolio Management, Commercial Real Estate, Asset Management, Trading, Alternative Investments, Real Estate, Asset Allocation, Financial Analysis, Equity Research, Project Management, Investment Advisory, Data Analysis, Bonds, Mergers, Equity Valuation, Quantitative Analytics, Corporate Finance, Capital Markets, Valuation, Investments, Securities, Investment Management, Economics, Risk Management, Credit
Education
California State University-Long Beach - College of Business Administration 2000 — 2004
Bachelor's Degree, Finance, Real Estate & Law
Fisher Investments October 2012 - December 2013
Fisher Investments July 2011 - October 2012
Oak Hill REIT Management November 2004 - June 2011
Moss Adams May 2004 - November 2004
Green Street Advisors May 1999 - May 2004
Education
Arizona State University - W. P. Carey School of Business 1995 — 1999
BS, Finance
Saguaro High School 1991 — 1995
CFA Institute
CFA
Reading International Inc May 2015 - Present
Solo Dex Inc November 2013 - Present
Senior Serv, Inc October 2006 - Present
Skilled Healthcare Group January 2008 - July 2013
Green Street Advisors December 2006 - December 2007
Shurgard Storage Centers, Inc May 2004 - August 2006
HCP Inc 1986 - 2003
Price Waterhouse Coopers 1980 - 1985
KPMG 1975 - 1980
Skills
Fellow, Institute of..., Member, American..., Mergers, Finance, Managerial Finance, Strategic Planning, Financial Analysis, Sarbanes-Oxley Act, Financial Reporting, Due Diligence, SEC filings, Management, Leadership, Budgets, Mergers & Acquisitions, Enterprise Risk..., Business Development, Strategy, Accounting, IFRS, Valuation, Financial Modeling, Internal Controls, Governance, Corporate Finance, Process Improvement, Corporate Governance, Auditing, Team Building
Education
University of California, Los Angeles - The Anderson School of Management 1991 — 1993
Executive MBA
American Institute of Certified Public Accountants
Certified Public Accountant
Institute of Chartered Accountants in England and Wales
Fellow Chartered Accountant (FCA)
Oxford Brookes University 1974 — 1975
Delhi University 1970 — 1973
B Sc
Harvard Business School Executive Education
UCLA Anderson School of Management January 2015 - Present
Green Street Advisors August 2012 - August 2014
Ziman Center for Real Estate at UCLA September 2010 - December 2011
Skills
Equity Research, Finance, Financial Modeling, Commercial Real Estate..., Equity Capital Markets, Equities, Capital Markets
Education
University of California, Los Angeles 2008 — 2012
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science 2010 — 2010
Economics
Meditate to Regenerate October 2013 - Present
Green Street Advisors May 2011 - October 2013
Cabella International School August 2010 - October 2010
Crabtree & Evelyn January 2007 - February 2009
Juluka Magazine January 2007 - December 2007
Skills
Brand Development, Email Marketing, Digital Marketing, Press Releases, Strategic Planning, Website Development, Web Analytics, Online Marketing, Marketing Communications, Marketing Research, Online Advertising, Social Media Marketing, Market Research, Marketing Strategy, Marketing Management, Integrated Marketing, Graphic Design, Designing Marketing..., Project Management, Project Coordination, Facebook, Management, Social Media, Marketing, Research, Customer Service
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Mass Communication Studies
Green Street Advisors June 2014 - August 2014
Green Street Advisors June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Windows, Public Speaking, Sales, Social Media, Time Management, Leadership, Teamwork
Education
University of California, Davis 2012 — 2016
Bachelor's Degree, Business/Managerial Economics, Junior
Green Street Advisors October 2004 - Present
Newport Imaging Center 2000 - 2004
Hoag Hospital 1996 - 2000
Skills
Microsoft Word
Education
HBHS
Orange Coast College
Green Street Advisors June 2015 - Present
Hufsdar Investors June 2014 - August 2014
Commercial Realty Specialists June 2013 - August 2013
Darling Development Group. LLC June 2012 - August 2012
Skills
Financial Analysis, Financial Valuation, Financial Modeling, Leadership, Commercial Real Estate..., Investment Real Estate, DCF Analysis, Teamwork, Microsoft Excel, Microsoft Office, Bloomberg Terminal, Real Estate, Time Management, Single Family Homes
Education
Claremont McKenna College 2014 — 2015
Master's degree, Finance, General
Chapman University 2010 — 2014
Bachelor of Arts (B.A.), Economics, 3.5 GPA
City University London 2013 — 2013
Economics, Finance
J. Derek Lewis & Associates, Inc. / JDL Securities September 2013 - Present
Green Street Advisors December 2012 - July 2013
Auction.com May 2012 - December 2012
ROCKHARBOR Church June 2011 - November 2011
Edwards Golf Dream, LLC August 2006 - January 2010
Education
University of Colorado at Boulder 2002 — 2006
Business Administration, Finance
El Modena High School 1998 — 2002
Republic Investment Company October 2013 - Present
Green Street Advisors October 2010 - September 2012
Centurion Partners April 2009 - September 2010
Skills
Asset Management, Financial Analysis, Market Research, Real Estate, Mutual Funds, Sales, Research, Underwriting, Microsoft Excel, Commercial Real Estate, Investments, PowerPoint, Microsoft Office, Microsoft Word, Valuation, Real Estate Development, Investment Properties, Financial Modeling, Marketing, Equities, Finance, Strategy
Education
University of Oxford - Said Business School
Master of Business Administration
University of California, Berkeley
Bachelor of Arts (BA)
Green Street Advisors May 2014 - Present
Nordstrom May 2013 - December 2013
St. John's Shelter for Women & Children September 2012 - April 2013
The Bowles Family August 2011 - April 2013
St. John's Shelter for Women & Children January 2011 - September 2012
Yackzan Group, Inc. January 2012 - May 2012
Benson Marketing Group June 2010 - September 2010
Skills
Public Relations, Marketing, Customer Service, Advertising, Market Research, Research, Microsoft Office, PowerPoint, Microsoft Excel, Facebook, Project Management, Social Media, Business Development, Public Speaking, Social Networking, Photoshop, Leadership, Time Management, Microsoft Word, Online Marketing, Social Media Marketing, Outlook, Teamwork, Account Management, Training, Press Releases, Strategic Planning, InDesign, Recruiting, Volunteer Management, Leadership Development, Sales, Data Analysis, Adobe Creative Suite, Team Leadership, Marketing Strategy, Nonprofits, Data Entry, Photography, Marketing Communications, WordPress, Retail, Spanish, Editing, Media Relations, Project Planning, Event Management, Staff Development
Education
California Polytechnic State University-San Luis Obispo 2006 — 2010
Bachelor of Science (B.S.), Wine and Viticulture
Granite Bay High School 2002 — 2006
Green Street Advisors July 2014 - Present
Green Street Advisors February 2013 - Present
Credit Suisse May 2011 - April 2012
Credit Suisse July 2005 - May 2011
Moody's 2003 - 2005
Lord Abbett December 2002 - December 2003
ING Investment Management 2002 - 2002
Skills
Equity Research, Financial Modeling, Portfolio Management, Equity Capital Markets, Bloomberg, Fixed Income, Financial Analysis, Fixed Income Analysis, Equities, Equity Valuation, Derivatives, Investments, Financial Reporting, Corporate Finance, Real Estate, Commercial Real Estate
Education
Pace University - Lubin School of Business 1998 — 2002
BBA, Finance
Pace University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
Hoover 1994 — 1998
Green Street Advisors February 2014 - Present
PIMCO July 2011 - February 2014
IBISWorld September 2009 - July 2011
Cars.com September 2008 - September 2009
LPL Financial March 2006 - May 2007
Sares-Regis Group June 2005 - September 2006
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Analysis, Analytics, Forecasting, Data Analysis, Valuation, Economics, Google Adwords, Competitive Analysis, Strategy, Portfolio Management, Investments, Finance, VBA, MSN AdCenter, Business Analysis, Process Improvement, Qualitative Research, Investment Management, Python, R, Economic Research, Market Research, Economic Modeling, Problem Solving, Monetary Economics, Oracle SQL Developer, Bloomberg, SEO, Equity Derivatives, SQL, Economic Forecasting, Industry Research, Options, Econometrics, Fixed Income
Education
University of California, Santa Barbara 2004 — 2008
B.A, Business Economics
Tesoro High School 2002 — 2004
Diploma
Investment Banking Institute
Green Street Advisors March 2009 - June 2014
The Irvine Company July 2007 - March 2009
New Century Mortgage November 2006 - July 2007
Gateway July 2006 - November 2006
Johnson & Johnson September 2004 - July 2006
KPMG September 2003 - September 2004
San Francisco State University September 2001 - May 2003
The Hay Group 2002 - 2003
Accenture August 2000 - August 2001
Skills
Onboarding, Succession Planning
Education
San Francisco State University 2001 — 2003
M.S., Industrial Organizational Psychology
University of California, Los Angeles 1996 — 2000
B.A., Psychology and Business Administration
Green Street Advisors August 2015 - Present
John Burns Real Estate Consulting December 2013 - July 2015
Seeking Alpha August 2012 - November 2013
Ledford Financial January 2007 - November 2013
Skills
Investments
Education
University of Central Florida 2007 — 2009
Master of Business Administration (M.B.A.)
University of Central Florida 2003 — 2007
Bachelor of Science in Business Administration (B.S.B.A), Finance
Green Street Advisors August 2015 - Present
Arizona State University, W.P. Carey School of Business August 2013 - May 2015
Pieology Restaurants May 2014 - August 2014
Independent Contractor May 2011 - August 2013
Cottage Health August 2012 - May 2013
Sage Harbor IRA Investments, Inc. June 2009 - April 2011
WJ Commercial Enterprises September 2008 - April 2011
CoStar Group October 2007 - September 2008
Skills
Financial Modeling, Cash Flow Forecasting, Real Estate Investment, Excel, Investment Advisory, Graphic Design, Financial Reporting, Private Equity, Budget Analysis, Valuation, Market Research, Able To Work Under..., Strategic Planning, Strategic Analysis, Asset Management, Investments, Real Estate, Analysis, Cash Flow, Spreadsheets, Debt, Government, Financial Analysis, Due Diligence, Corporate Finance, Mergers, Financial Planning, Accounting, Equities, Forecasting, Underwriting, Business Planning, Budgeting, Financial Management, Negotiation, Business Strategy, Quickbooks, Start-ups, Competitive Analysis, Credit, Portfolio Management, Financial Accounting, Risk Management, PowerPoint, DCF, Access, Economics, Microsoft Office, Real Estate Development, Microsoft Excel
Education
Arizona State University 2013 — 2015
MBA, Financial Management
California Polytechnic State University-San Luis Obispo 2005 — 2007
BA, Business Administration -- Finance
Green Street Advisors March 2015 - Present
EY January 2015 - March 2015
ViaWest Group 2014 - January 2015
American Residential Properties, Inc. 2013 - 2014
BlackRock 2012 - 2012
Sand Capital 2011 - 2012
Skills
Financial Modeling, Investments, Portfolio Management, Bloomberg Terminal, Private Equity, Finance, Management, Mutual Funds, Fixed Income, Hedge Funds, Financial Services, Wealth Management, Analysis, Equities, Mergers & Acquisitions, Financial Analysis
Education
Arizona State University, W. P. Carey School of Business 2008 — 2013
Economics, Cum Laude
Salpointe Catholic High School 2004 — 2008
Diploma
Morgan Skenderian Investment Real Estate Group February 2010 - Present
CB Richard Ellis 2005 - 2010
campus crusade for Christ 1999 - 2004
Green Street Advisors June 1997 - April 1999
Education
University of California, Berkeley, Haas School of Business 1995 — 1996
BA, Business Finance
University of California, Santa Cruz 1991 — 1995
Morgan Stanley September 2014 - January 2015
Tiffany & Company November 2014 - December 2014
Optimum Marketing Ltd. June 2014 - August 2014
Green Street Advisors July 2013 - August 2013
Tullycross Fine Irish Handcrafts March 2008 - January 2012
Skills
Leadership, Spanish, Customer Service, Microsoft Office, Sales, Marketing, Retail, Microsoft Excel, Social Media, Research, CRM, Microsoft Word, Time Management, Management, PowerPoint, Public Speaking, Teamwork, Social Networking, Finance, Business Development
Education
Penn State University 2012 — 2016
Bachelor's Degree, Economics (B.S.)
Council Rock High School South 2008 — 2012
Green Street Advisors January 2015 - Present
Drobny Capital June 2014 - September 2014
Willbros Engineers, LLC April 2013 - September 2013
Litaga Enterprises, LLC August 2012 - April 2013
Ivy Funds May 2011 - May 2012
Skills
Financial Analysis, Financial Modeling, Econometrics, Statistics, R, Applied Mathematics, Matlab, Marketing Strategy, Monte Carlo Simulation, Quantitative Finance, Mathematical Analysis, Market Research, Management, CRM, Competitive Analysis, Microsoft Excel, Bloomberg, SQL, Microsoft SQL Server, VBA, Data Analytics
Education
UCLA 2013 — 2014
Master's degree, Financial Engineering
Rockhurst University 2009 — 2012
Bachelor of Arts (B.A.), Economics and Mathematics, Magna Cum Laude
Green Street Advisors June 2015 - Present
Investment Strategies Fund June 2014 - August 2014
Bank of America September 2011 - December 2013
Bank of America June 2010 - August 2011
Skills
Equity Research, Investment Management, Value Investing, Corporate Lending, Credit, Financial Analysis, Trade Finance, Cash Management, Certified Treasury..., Treasury Management, International Trade, Export Finance, Supply Chain
Education
Columbia University - Columbia Business School 2014 — 2015
MBA, Dean’s Honors and Distinction (Top 5% of Graduating Class)
University of Southern California - Marshall School of Business 2006 — 2010
Bachelor of Science in Business Administration, Investments and Financial Markets, Corporate Finance, Cumulative GPA: 3.74
AMP Capital August 2014 - Present
Green Street Advisors August 2012 - August 2014
Green Street Advisors June 2011 - September 2011
Goldman Sachs March 2011 - June 2011
Green Street Advisors June 2010 - January 2011
Skills
Equity Research, Financial Modeling, Market Research, Microsoft Excel, Valuation, Financial Analysis, Bloomberg, Corporate Finance, Investments, Data Analysis, Portfolio Management
Education
Northwestern University 2008 — 2012
B.S., Economics & Theatre double major, Business Institutions minor
University High School 2004 — 2008
Green Street Advisors August 2015 - Present
Sunstone Hotel Investors, Inc. August 2012 - May 2013
Sunstone Hotel Investors, Inc. July 2010 - August 2012
Skills
Financial Modeling, Financial Forecasting, Corporate Budgeting, Investor Relations, Hotels, Revenue Analysis, Corporate Finance, Real Estate, Hospitality Industry, Microsoft Excel, VBA, Hyperion Enterprise, Budgets, Finance
Education
Cornell University 2006 — 2010
Bachelor of Science, Hotel Administration
Currently looking for new opportunities May 2015 - Present
Green Street Advisors January 2013 - April 2015
First Southwest Company March 2011 - May 2012
Capital Institutional Services November 2008 - April 2011
Skills
Series 7, Series 99, Series 63, Bloomberg, Securities, Equities, Fixed Income, Trading, FINRA, Capital Markets, Options, Mutual Funds, Alternative Investments, Investments, Microsoft Excel, Hedge Funds, Microsoft Office, Sales
Education
Dallas County Community College 2015 — 2019
Green Street Advisors June 2015 - Present
J.P. Morgan June 2014 - August 2014
C1S October 2011 - July 2013
Jacobs June 2008 - October 2011
Texas A&M University September 2007 - April 2008
Jacobs May 2007 - August 2007
Education
Southern Methodist University 2013 — 2015
Master of Business Administration (MBA), Finance & Real Estate
Texas A&M University 2004 — 2008
Bachelor of Science (BS), Mechanical Engineering
BSI Financial Services July 2015 - Present
BSI Financial Services September 2014 - July 2015
3Point Asset Management is now BSI Financial Services November 2013 - September 2014
Tustin Unified School District May 2013 - November 2013
Green Street Advisors July 2007 - August 2012
California State University January 2004 - January 2007
St. Martin de Porres Church January 2001 - January 2004
Skills
Project Management, Software Documentation, Training Manuals, Visio, End User Training, Citrix XenApp, VMware, Fortinet, Troubleshooting, Windows 7, Microsoft Office, Microsoft Exchange, Microsoft SQL Server, MySQL, JavaScript
Education
Orange Coast College 2011 — 2011
Computer Programming, CSS and Javascript
California State University 2002 — 2007
Bachelors of Arts, Business Administration, Information System and Finance
Esperanza High School 1998 — 2002
Travis Ranch
Green Street Advisors April 2014 - Present
Hirzel Capital Management March 2013 - March 2014
Highside Capital Management March 2012 - March 2013
Agility Capital, LLC April 2009 - August 2011
Education
Southern Methodist University - Cox School of Business 2011 — 2013
MBA, Finance
University of California, Santa Barbara
American Heart Association November 2008 - Present
Green Street Advisors October 2007 - September 2008
UNION BANK AND TRUST 2003 - 2007
Skills
Event Planning, Marketing, Event Management, Facebook, Account Management, Sales, Fundraising, Customer Service, Social Networking, Leadership, Nonprofits, Team Building, Volunteer Management, Community Outreach, Marketing Communications, Social Media Marketing, Marketing Strategy, Microsoft Excel, Microsoft Office, Sales Management, Management
Education
Bellevue University 2013 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
University of Nebraska-Lincoln 2002 — 2005
Bachelor of Science (BS), Finance, Marketing, Sociology
Lincoln East High School 1998 — 2002
High School Diploma
Green Street Advisors November 2013 - Present
Citi June 2012 - October 2013
Fairfield University September 2008 - May 2012
CFA Institute Research Challenge September 2011 - February 2012
Morgan Stanley Smith Barney March 2011 - August 2011
HSBC Securities December 2009 - January 2010
Skills
Portfolio Management, Research, Financial Modeling, Event Planning, PowerPoint, Bloomberg Terminal, Analysis, Valuation, Data Analysis, Microsoft Excel, Bloomberg
Education
Fairfield University 2008 — 2012
Bachelor of Science (BS), Finance, General, 3.95
Teacher Created Materials May 2015 - Present
The Coca-Cola Company July 2013 - March 2015
The Coca-Cola Company June 2010 - July 2013
Green Street Advisors October 2007 - July 2010
The Coca-Cola Company September 2005 - October 2007
The Coca-Cola Company February 2001 - September 2005
The Coca-Cola Company September 1998 - February 2001
The Coca-Cola Company July 1995 - September 1998
The Coca-Cola Company August 1993 - July 1995
The Coca-Cola Company July 1990 - August 1993
Skills
Customer Insight, Marketing Strategy, Competitive Analysis, New Business Development, Brand Management, Cross-functional Team..., Key Account Development, Sales Operations, Sales Management, Marketing, Marketing Management, Product Development, CRM, Strategy, Distributed Team..., Leadership, Management, Shopper Marketing, Business Development, Strategic Planning, Integrated Marketing, Negotiation, Go-to-market Strategy, Marketing Research, Consumer Products, Account Management, Team Building, Key Account Management
Education
University of Southern California 1987 — 1989
Business Adminstration, Marketing
University of California, Irvine 1985 — 1987
Economics, Management
Prudential Financial February 2015 - Present
Robert Half Management Resources June 2013 - September 2014
James J. Mahoney, P.C. August 2011 - May 2013
NS Properties December 2009 - July 2011
Green Street Advisors November 2006 - September 2009
The Benfield Group (DBA Aon) April 2004 - October 2005
Law Office of Kenneth Iulo January 2003 - March 2004
Iowa State Senatorial Campaign June 2002 - December 2002
Skills
Series 7, Series 66, Licensed Property &..., Financial Analysis, Commercial Real Estate..., Financial Modeling, Microsoft Excel, Cash Flow Modeling, Argus Modeling, Valuation Modeling, NAV, Real Estate Due..., Commercial Real Estate..., REITs, PowerPoint, Microsoft Word, Access, Reinsurance, Bloomberg, Strategic Financial..., Investments, Estate Planning, Insurance, Retirement Planning
Education
Harvard University 1997 — 2002
Bachelor's Degree, Government
Green Street Advisors 2015 - Present
Experian 2012 - 2015
Experian 2011 - 2012
Experian 2007 - 2011
Experian 2005 - 2007
Hines Horticulture 2001 - 2004
Hines Horticulture 1999 - 2001
Kieckhafer, Schiffer & Company LLP 1995 - 1999
PwC 1994 - 1995
Skills
Working Capital..., CPA, Strategy, Financial Analysis, Mergers & Acquisitions, Financial Reporting, Forecasting, Management, Analytics, Business Strategy, Analysis, Finance, Accounting, Leadership, Change Management, Strategic Planning, Budgets, Financial Modeling, Corporate Finance, Due Diligence, Strategic Financial...
Education
University of California, Santa Barbara 1991 — 1994
Bachelor of Arts, Business Economics
Green Street Advisors June 2015 - Present
Barrow, Hanley, Mewhinney & Strauss May 2014 - August 2014
BNY Mellon May 2013 - August 2013
Skills
Analysis, Investments, PowerPoint, Microsoft Excel, Institutional Sales, Investment Management, Leadership
Education
Southern Methodist University - Cox School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance
The McCallie School 2007 — 2011
High School
Intrepid Equity Investments September 2015 - Present
Wells Fargo June 2015 - August 2015
AFAM Capital, Inc. October 2014 - December 2014
L2 Inc. May 2014 - August 2014
Green Street Advisors June 2010 - August 2010
Skills
Leadership, Financial Analysis, Financial Modeling, Underwriting, Financial Research, Real Estate, Commercial Real Estate, Real Estate Financing, Banking
Education
The University of Texas at Austin 2012 — 2016
Bachelor of Business Administration (BBA), Finance
Green Street Advisors April 2014 - Present
PIMCO February 2010 - April 2014
Govig and Associates March 2007 - January 2010
Seaside Chiropractic April 2001 - February 2007
Skills
Direct Sourcing, Recruitment/Retention, Applicant Tracking..., Executive Search, Full-cycle Recruiting, Talent Acquisition, Workforce Planning, Candidate Generation, Personnel Selection
Education
San Diego State University-California State University
San Diego State University-California State University
Green Street Advisors January 2011 - Present
Telsey Advisory Group May 2010 - January 2011
Telsey Advisory Group February 2009 - May 2010
PETCO Animal Supplies, Inc. December 2005 - July 2008
Skills
Financial Modeling, Financial Analysis, Equity Research, Valuation, Bloomberg, Corporate Finance, Equity Valuation, Microsoft Excel, Equities, Private Equity, Due Diligence, Asset Allocation, Series 7, Securities, Real Estate Economics, Real Estate, Commercial Real Estate
Education
New York University, Stern School of Business 2008 — 2010
Master of Business Administration (M.B.A.), Accounting and Finance
Cornell University 2001 — 2004
Bachelor of Science (B.S.), Applied Economics and Management
Green Street Advisors 2014 - 2015
JPMorgan Chase July 2011 - August 2014
Skills
SAS programming, SQL, Bloomberg Terminal, Teradata, Business Objects, Financial Analysis
Education
University of Delaware - Lerner College of Business and Economics 2007 — 2011
Bachelor of Science (B.S.), Finance & Economics
Green Street Advisors June 2006 - Present
Skills
Equity Research, Valuation, Equities, Financial Analysis, Research, Real Estate, Financial Modeling, Investments, Securities, Investment Management, Private Equity, Equity Valuation, Corporate Finance, Due Diligence, Bloomberg, Hedge Funds, Asset Management, Portfolio Management, Alternative Investments, Fixed Income
Education
University of Arizona, Eller College of Management 2002 — 2006
BS, Finance
Green Street Advisors March 2015 - Present
University of Kentucky August 2013 - May 2014
GE Aviation May 2013 - August 2013
bombfell September 2012 - December 2012
GE Aviation June 2012 - August 2012
Eetrex Incorporated (dba) Hybrids Plus, Inc. May 2011 - August 2011
Skills
Electrical Engineering, Testing, Matlab, Engineering, Electronics, C++, Programming, Product Development, Organizational..., Team Leadership, Python, Circuit Design
Education
University of Kentucky 2010 — 2014
Bachelor of Science (BS), Electrical and Electronics Engineering
Green Street Advisors February 2005 - March 2015
Large Investment Management Firms February 1995 - February 2005
Skills
Investments, Asset Management, Portfolio Management, Equity Research, Capital Markets, Financial Analysis, Financial Modeling, Equities, Valuation, Alternative Investments, Private Equity
Education
University of Arizona, Eller College of Management 1993 — 1995
MBA
The Ohio State University - The Max M. Fisher College of Business 1984 — 1988
Green Street Advisors March 2005 - Present
Green Street Advisors January 2009 - November 2011
Green Street Advisors October 2007 - December 2008
Green Street Advisors March 2005 - September 2007
Education
University of Southern California - Marshall School of Business 2003 — 2005
MBA, Finance
University of Southern California 1996 — 2000
B.S., Finance
Green Street Advisors August 2015 - Present
The Sacramento Bee February 2015 - July 2015
BrandForce April 2014 - March 2015
Digitaria, a JWT Company November 2013 - April 2014
Digitaria, a JWT Company March 2013 - November 2013
San Diego Zoo Global 2012 - 2012
Santa Barbara Zoo January 2009 - August 2011
Davies Public Affairs January 2008 - April 2008
University of California, Santa Barbara March 2007 - June 2007
Skills
Social Media, Public Relations, Market Research, Marketing, Social Media Marketing, Event Planning, Marketing Strategy, Event Management, Google Analytics, Management, Customer Service, Brand Management, Press Releases, Business Development, Analytics, Facebook, Online Marketing, Email Marketing, Web Analytics, SEO, Program Management, Proofreading, Non-profits, Integrated Marketing, B2B Marketing, XLMiner, Nonprofits, Marketing Communications, Social Networking, Digital Marketing, Video Editing, Sponsorship Generation, Writing, Goldmine, Final Cut Express, Keynote, Zoo, Editing, Problem Solving, Fundraising, Community Outreach, Newsletters, Lead Generation, Trade Shows, Media Relations, Brand Development, Omniture, Scarborough Research, PRIZM, Cvent
Education
San Diego State University-California State University 2011 — 2013
Master's of Business Administration, Marketing
University of California, Santa Barbara 2004 — 2008
B.A., Communication
J.P. Morgan 2015 - Present
Rouse Properties 2013 - 2015
Iron Point Partners 2011 - 2011
Oak Hill REIT Management 2005 - 2011
Green Street Advisors 2001 - 2004
Education
Columbia Business School
Masters of Business Administration
University of Pennsylvania - The Wharton School
Bachelor of Science in Economics
Guggenheim Partners August 2009 - Present
Cliffwood Partners LLC May 2006 - August 2009
Green Street Advisors 2004 - 2006
AEW Capital Management 2002 - 2004
Bank of America 1999 - 2001
Arthur Andersen 1998 - 1999
Skills
Asset Managment, Portfolio Management, Equities, Hedge Funds, REITs, Real Estate, Investments, Trading, Stock Valuation, Financial Modeling, Asset Management, REIT, Securities, Finance, Valuation, Equity Research
Education
University of Southern California 1995 — 1998
BS, Business/Finance
Green Street Advisors 2014 - Present
Green Street Advisors 2005 - 2014
Homecomings Financial 2004 - 2005
Diesslin & Associates 1997 - 2000
Skills
Equities, Portfolio Management, Financial Analysis, CRM, Valuation, Equity Research, Finance, Financial Modeling, Corporate Finance, Asset Managment, Asset Management, Securities, Bloomberg, Marketing, Investments
Education
Southern Methodist University - Cox School of Business 2000 — 2002
MBA
Baylor University 1993 — 1997
BBA, Financial Services and Planning
Rusk High School (Eagles)
NexGen Search Solutions August 2015 - Present
TouchCommerce March 2014 - January 2015
ValueClick April 2012 - October 2013
ADP TotalSource February 2011 - April 2012
PIHRA District 14 Board of Directors 2009 - 2011
Green Street Advisors April 2006 - May 2009
Carlton DiSante & Freudenberger LLP March 2005 - March 2006
M.L. Stern & Co., LLC February 2003 - March 2005
Sony Pictures Entertainment 2002 - 2003
Skills
Talent Acquisition, Employee Relations, Employee Benefits, Employment Law, Human Resources, Account Management, Employee Engagement, Staff Retention, Performance Management, Corporate Training, Organizational..., Interviews, Recruiting, Management, Leadership, Payroll, Deferred Compensation, Coaching, Personnel Management, HRIS, Career Development, FMLA, Applicant Tracking..., College Recruiting, CRM, Succession Planning, Internet Recruiting, HR Policies, Technical Recruiting, Conflict Resolution, Hiring, Leadership Development, Program Management, Search, PeopleSoft, Employee Training, Time Management, Workforce Planning, Employer Branding, Executive Search, Resume Writing, HR Consulting, Benefits Negotiation, Training, Compensation & Benefit, Temporary Placement, Strategy
Education
University of California, Los Angeles 2001 — 2003
Certificate - UCLA Extention Program, Human Resources Management
University of California, Santa Barbara 1997 — 2001
BA, Law & Society
PIMCO March 2013 - Present
Green Street Advisors July 2010 - March 2013
JPMorgan June 2004 - July 2010
Lincoln Financial Group August 2003 - June 2004
Skills
Investments, Valuation, Financial Modeling, Equities, Bloomberg, Equity Research, Financial Analysis, Fixed Income, Asset Managment, Portfolio Management, Securities, Competitive Analysis, Emerging Markets, Asset Management, Derivatives, Equity Valuation
Education
Cornell University 1999 — 2003
Bachelor of Science, Operations Research and Industrial Engineering
RREEF / Deutsche Asset & Wealth Management March 2014 - Present
Green Street Advisors January 2007 - January 2014
Skills
Commercial Real Estate, Financial Analysis, Valuation, Research, Corporate Finance, Equities, Equity Research, Investments, Real Estate, Financial Modeling
Education
University of Southern California - Marshall School of Business 2004 — 2006
Bachelor of Science (BS), Accounting and Finance
United States Naval Academy 2002 — 2004
Green Street Advisors July 2014 - Present
Unibail-Rodamco January 2009 - April 2014
Meridia Capital June 2008 - December 2008
Peace Corps September 2003 - July 2006
Skills
Shopping Centers, Market Analysis, Spanish, Business Planning, Asset Management, Financial Modeling, Research, Asset Managment, Negotiation, Valuation, Marketing, Budget, Business Development, Retail, Marketing Management, International Relations, Public Relations, Finance, Commercial Real Estate, Team Leadership, Portfolio Management, Marketing Strategy, Strategic Planning, Project Management, Investment Properties, Real Estate Development, Real Estate Economics, Property Management, Investments
Education
ESADE Business & Law School 2007 — 2009
MBA, Finance
McGill University 1999 — 2003
Honours BA, Latin American Economy and Politics
Phillips Academy (Andover) 1995 — 1999
High School
Essex Property Trust December 2011 - Present
Oak Hill REIT Management February 2005 - June 2011
The Irvine Company August 2004 - January 2005
Green Street Advisors 1999 - 2004
Skills
Financial Modeling, Portfolio Management, Valuation, Financial Analysis, Investments, Equities, Asset Management, Finance, Hedge Funds, Securities, Capital Markets, Due Diligence, Real Estate Economics
Education
Chartered Financial Analyst (CFA) 2003 — 2005
The University of South Dakota 1995 — 1999
BS, Finance
Esposito Securities, LLC May 2012 - Present
Green Street Advisors March 2000 - December 2011
Financial Marketplace Incorporated May 1999 - February 2000
Skills
Hedge Funds, Alternative Investments, Portfolio Management, Financial Modeling, Mutual Funds, Bloomberg, Equities, Securities, Trading, Finance, Fixed Income, Capital Markets, Equity Research, Series 7, Options
Education
Southern Methodist University 2003 — 2005
MBA, Finance
The University of Texas at Austin 1995 — 1999
Bachelor of Business Administration (BBA), Finance
JJ Pearce, Bowie, etc..
Commercial Tenant Analysis, Inc. December 2005 - Present
Credit Suisse First Boston June 2000 - December 2001
Green Street Advisors 1998 - 2000
Education
The University of Chicago Booth School of Business 2009 — 2011
MBA, Analytic Finance and Economics concentrations
Arizona State University 1994 — 1998
Bachelor of Science, Finance
Green Street Advisors June 2012 - Present
Charles Schwab October 2007 - May 2012
Churchill Management Group September 2006 - October 2007
PIMCO 2004 - 2006
Skills
Equities, Investments, Bloomberg, Securities, Wealth Management, Trading, Investment Strategies, Asset Managment, Fixed Income, Alternative Investments, Financial Modeling, Hedge Funds
Education
University of California, Irvine - The Paul Merage School of Business 2007 — 2010
Master of Business Administration (MBA), Finance, General
Concordia University-Irvine 1999 — 2002
Bachelor's degree, Business/Managerial Economics
Green Street Advisors July 2002 - Present
A.G. Edwards July 2000 - July 2002
Education
Indiana University Bloomington 1996 — 2000
BA, Economics
Brava Realty Advisors 2011 - Present
Undertow Enterprises LLC (dba Moki's Sushi & Pacific Grill) July 1998 - September 2008
Jefferies & Company 1996 - 1998
Rodman & Renshaw 1993 - 1996
Green Street Advisors 1991 - 1991
Skills
Real Estate, Investment Properties, Commercial Real Estate, Valuation, Appraisals, Consulting, Investments, Due Diligence, Real Estate Transactions
Education
CCIM Institute 2010 — 2011
University of Oregon - Charles H. Lundquist College of Business 1979 — 1981
Bachelor of Science (B.S.)
Point Loma Nazarene University 1977 — 1979
CFA Institute
CFA Designation
College for Financial Planning
Certifed Financial Planner (CFP)
Episcopal School for Deacons, Berkeley, CA
Bachelor of Arts (B.A.)
Brown Advisory July 2011 - Present
CBRE Investors April 2010 - July 2011
Barclays Capital 2008 - April 2010
Green Street Advisors 2004 - 2006
Bear Stearns 2001 - 2004
Education
University of Virginia Darden School of Business 2006 — 2008
Georgetown University 1997 — 2001
BS, Finance
Full Psycle January 2013 - Present
Green Street Advisors February 2008 - March 2013
Education
University of California, Irvine - The Paul Merage School of Business 2003 — 2005
Massachusetts Institute of Technology 2002 — 2003
M. Eng., Logistics
University of California, San Diego
Pacific Alternative Asset Management Co. August 2010 - Present
Green Street Advisors September 2008 - June 2010
PAAMCO 2003 - 2006
Skills
Financial Modeling, Equities, Valuation, Due Diligence, Hedge Funds, Corporate Finance, Investments, Asset Managment, Equity Research, Bloomberg, Financial Analysis, Alternative Investments, Capital Markets, Securities
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Master of Business Administration (MBA)
University of Virginia 1999 — 2003
BA, Economics - Finance Concentration, Computer Science
Surveyor Capital April 2014 - Present
Tristan Capital Partners November 2012 - September 2013
Morgan Stanley April 2011 - November 2012
Green Street Advisors June 2009 - April 2011
Silver Portal Capital January 2008 - January 2009
Education
Cornell University 2003 — 2007
B.S., Operations Research and Information Engineering
Cornell University 2003 — 2007
BS, Operations Research
Colony American Finance July 2015 - Present
Green Street Advisors October 2014 - June 2015
Metis Financial Network July 2013 - September 2014
The Renaissance Companies April 2009 - September 2014
Marriott International May 2007 - April 2009
GE Capital (CareCredit Healthcare Finance) July 2005 - May 2007
General Electric July 2004 - July 2006
Skills
Leadership, Real Estate Development, Asset Management, Marketing, Real Estate Economics, Project Planning, Property Management, Financial Analysis, Disposition, Real Estate, Competitive Analysis, Valuation, Due Diligence
Education
Cornell University 1994 — 1998
B.S., Hotel Administration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2004
MBA, Real Estate Finance and Development
Waterfront Capital Partners June 2015 - Present
Green Street Advisors May 2012 - May 2015
IDB Bank June 2011 - August 2011
Geonet Technologies 2010 - 2011
University Tutorial Center, CSULA September 2008 - March 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Bloomberg, Investments, Microsoft Excel, Mergers, Due Diligence, Asset Managment, Research, Microsoft Office, Portfolio Management, Series 7, PowerPoint, Stata, Bloomberg Terminal, Economics, Accounting, R, SAS, Analysis, Equity Research, Equities, Mergers
Education
Claremont McKenna College 2011 — 2012
MS Finance, Finance
London School of Economics Summer 2010 2010 — 2010
California State University-Los Angeles 2005 — 2010
BA & BS, BA Economics; BS Finance; additional study in Statistics, Math
Invesco Real Estate May 2014 - August 2014
Green Street Advisors 2009 - 2013
Education
The University of Texas at Austin 2013 — 2015
Master of Business Administration (MBA)
Southern Methodist University 2005 — 2009
BBA, Finance
Morgan Stanley September 2014 - Present
Evercore March 2013 - September 2014
KBW October 2010 - March 2013
Green Street Advisors 2009 - 2010
Barclays July 2008 - August 2009
Skills
Financial Modeling, Equities, Financial Analysis, Equity Research, Investment Banking, Valuation, Bloomberg, Private Equity, Corporate Finance, Capital Markets
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science (BS), Finance, Accounting
Green Street Advisors June 2011 - October 2013
Wharton Business School August 2009 - May 2011
Arch Bay Capital May 2010 - August 2010
Intracorp Companies October 2007 - July 2009
Lennar 2006 - 2007
KB Home 2002 - 2006
eFunds 2001 - 2002
PricewaterhouseCoopers 1999 - 2001
Ernst & Young 1998 - 1998
Skills
Financial Analysis, Financial Modeling, Due Diligence, Valuation, Mergers & Acquisitions, Real Estate, Budgets, Corporate Finance, Private Equity, Finance, Entrepreneurship, Investments, Market Research, Microsoft Office
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance, Real Estate, & Entrepreneurial Management
University of Arizona, Eller College of Management 1995 — 1999
BSBA, Accounting & Finance
University of Arizona
Green Street Advisors June 2013 - Present
Telogis June 2011 - June 2013
M&N Trading October 2011 - April 2012
TransMarket Group, L.L.C. June 2009 - September 2010
JPMorgan Chase June 2008 - November 2008
Skills
Microsoft Excel, Access, Business Objects, VBA, SQL, Fixed Income, Proprietary Trading, Financial Modeling, Financial Analysis, Business Analysis, Business Analytics, Competitive Analysis, Microsoft Excel Expert..., Microsoft Access..., CAPM, Process Improvement, Data Analysis, Analytics, Analysis, Salesforce.com, Risk Management, Business Intelligence, Forecasting, Valuation, Finance, Derivatives
Education
University of Pennsylvania 2005 — 2009
Bachelor of Science, Business/Managerial Economics
Physicians Realty Trust July 2014 - Present
Green Street Advisors January 2010 - May 2014
Banc of America Securities June 2007 - June 2008
Lehman Brothers August 2003 - July 2007
Thermoretec February 2000 - June 2001
Menzie-Cura and Associates August 1998 - October 1999
Skills
Valuation, Equities, Financial Modeling, Capital Markets, Investment Banking, Hedge Funds, Due Diligence, Investments, Mergers, Corporate Finance, Financial Analysis, Private Equity
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2001 — 2003
MBA, Corporate Finance
Tulane University 1996 — 1997
MSPH, Environmental Toxicology
Vanderbilt University 1991 — 1995
B.S., Biology
Green Street Advisors August 2009 - Present
The Advent Group February 2006 - October 2008
Steadfast Companies June 2003 - February 2006
J.P. Morgan January 2000 - May 2002
Skills
Due Diligence, Real Estate Investment, Financial Modeling, Financial Analysis, Investments, Real Estate, Valuation, Real Estate Finance, Real Estate Development, Investment Banking, Asset Management, Corporate Finance, Strategic Planning, Equities, Contract Negotiation, Capital Markets, Market Analysis, Underwriting, Consulting, Asset Managment, Real Estate Financing, Real Estate Economics, Commercial Real Estate, Investment Properties, Portfolio Management, Structured Finance, Securities, Project Finance, Finance, Location Intelligence, Equity Research, Acquisitions, Venture Capital, Market Research, Mergers & Acquisitions, Real Estate Transactions, Alternative Investments, Investment Management, Private Equity, Financial Services
Education
University of California, Berkeley - Walter A. Haas School of Business 2002 — 2004
MBA
University of Southern California - Marshall School of Business
B.S., Business Administration, Finance
Green Street Advisors June 2015 - Present
Granite Investment Partners January 2015 - June 2015
Pacific Alternative Asset Management Company (PAAMCO) October 2013 - July 2014
Pacific Alternative Asset Management Company (PAAMCO) January 2012 - October 2013
Decurion Corporation November 2010 - January 2012
Gettleson, Witzer & O'Connor September 2008 - November 2010
New York Life Insurance Company August 2007 - August 2008
Palisades Wealth Management August 2007 - December 2007
Skills
Bilingual - Chinese, Financial Analysis, Accounting, Excel, Word, Mandarin, Budgeting, Outlook, Audit, Chinese, English, General Ledger, Pivot Tables, Hedge Funds, Prime Brokerage, ISDA negotiations, Budgets, Microsoft Excel, Auditing, Account Reconciliation, Finance, Valuation, Financial Modeling, Investments, Portfolio Management, Securities, Fixed Income
Education
UCLA Anderson School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance
University of California, Los Angeles 2004 — 2008
B.A., Business-Economics
Green Street Advisors May 2013 - Present
ISI Group October 2010 - May 2013
Green Street Advisors May 2009 - September 2010
Merrill Lynch 2003 - 2009
Skills
Financial Analysis, Equity Research
Education
University of North Carolina at Chapel Hill 1998 — 2002
Economics
Adelante Capital Management 2014 - Present
Evercore Partners 2012 - 2014
Keefe, Bruyette & Woods 2009 - 2012
Green Street Advisors 2005 - 2009
Wilshire Associates 2003 - 2005
Merrill Lynch 2002 - 2002
Mercer 1996 - 2001
Skills
Financial Modeling, Valuation, Equity Research, Capital Markets, Equities, Chartered Financial..., Finance, High Yield, Fixed Income, Investment Research, Alternative Investments, Credit Rating, Investment Management, Investments, Securities, Asset Management, Financial Analysis
Education
University of Chicago
MBA, Finance & Accounting
Boston University
BA, Math & Economics
Green Street Advisors May 2012 - Present
Barclays Capital June 2010 - May 2012
Starwood Land Ventures / Foremost Communities May 2009 - August 2009
The Concord Group 2004 - 2008
Skills
Valuation, Financial Modeling, Private Equity, Asset Management, Due Diligence, Investments, Equities, Real Estate Development
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance, Real Estate
University of California, Berkeley 2000 — 2004
Green Street Advisors July 2015 - Present
Green Street Advisors January 2014 - July 2015
Green Street Advisors May 2012 - January 2014
MetLife May 2011 - May 2012
MetLife November 2009 - May 2011
MetLife May 2008 - November 2009
Skills
Series 7, Financial Services, Marketing, Variable Annuities, Sales, Account Management, Project Management, Relationship Management, Leadership, Sales Presentations
Education
Chapman University, The George L. Argyros School of Business and Economics 2006 — 2009
B.S., Business Administration
Irvine Company July 2015 - Present
Irvine Company December 2013 - June 2015
Irvine Company December 2012 - December 2013
Green Street Advisors September 2011 - December 2012
UBS Investment Bank August 2010 - August 2011
Morgan Joseph TriArtisan LLC June 2005 - July 2008
Skills
Equities, Financial Modeling, Bloomberg, Corporate Finance, Private Equity, Due Diligence, Commercial Real Estate, Real Estate Economics, Research, Asset Management, Analysis, Investment Banking, Investments, Finance, Fixed Income
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance
Cornell University 2001 — 2005
Bachelor of Arts (B.A.), English, History
Green Street Advisors October 2005 - Present
Skills
Business Development, Business Strategy, New Business Development, International..., International Sales
Education
Oregon State University 1976 — 1980
Bachelor of Science (BS), Finance
BBT Capital Management March 2000 - Present
Green Street Advisors September 1996 - March 2000
Fidelity Investments September 1993 - August 1996
Skills
Equities, Trading, Bloomberg, Capital Markets, Series 7, Hedge Funds, Investments, Options, Securities, Alternative Investments
Education
The University of Texas at Arlington 1990 — 1995
Bachelor of Business Administration (BBA), Finance, General
UBS June 2009 - May 2014
Bank of America June 2005 - March 2009
Green Street Advisors September 1996 - December 2004
Skills
Equity Sales, Equities, Institutional, Equity Research, Capital Markets, Series 7, Alternative Investments, Investments, Financial Modeling, Hedge Funds, Asset Management, Valuation
Education
Southern Methodist University 1995 — 1998
Master of Business Administration (MBA), Finance and Real Estate
Stephen F. Austin State University 1988 — 1991
Bachelor of Business Administration (BBA), Accounting and Finance
Green Street Advisors August 2014 - Present
StepStone Group May 2014 - July 2014
Cardiff Park Advisors October 2013 - April 2014
UCSD September 2013 - March 2014
The Scripps Research Institute February 2012 - September 2012
Skills
Statistics, Statistical Modeling, Stata, Econometrics, R, Analysis, Capital IQ, Microsoft Excel, Microsoft Office, Cash Flow, Financial Reporting, Matlab
Education
Northwestern University 2015 — 2017
Master of Science (MS), Predictive Analytics
University of California, San Diego 2009 — 2014
Bachelor of Science (BS), Mathematics and Economics
FTI Consulting January 2015 - Present
Green Street Advisors May 2014 - Present
The Atlas Real Estate Group
Skills
Due Diligence, Investments, Real Estate Economics
Education
University of Southern California
Bachelor of Arts (B.A.), Economics
The University of Edinburgh