Harbor Retirement Associates, LLC
Industry: Company
DescriptionFounded: 2002
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Harbor Retirement Associates, LLC Employees
Employee
Years
Job
Industry
Benjamin Smick Benjamin Smick's Harbor Retirement Associates, LLC Experience May 2013 - February 2014
Job Student
Industry Financial Services
Experience
Fisher Investments June 2014 - August 2014
Harbor Retirement Associates, LLC May 2013 - February 2014
Falling Creek Camp May 2012 - August 2012
University of South Carolina August 2011 - November 2011
IGA May 2010 - August 2010
Skills
Customer Service, Public Speaking, Teamwork, Event Planning, Marketing, Sales, Team Leadership, Microsoft Excel, Financial Analysis, Strategic Planning, Strategic Leadership
Education
University of South Carolina-Columbia 2011 — 2015
Bachelor of Science (B.S.), International Business, Finance
Ridge VIew High School 2007 — 2011
Advanced Placement Courses and Honors Program
Fisher Investments June 2014 - August 2014
Harbor Retirement Associates, LLC May 2013 - February 2014
Falling Creek Camp May 2012 - August 2012
University of South Carolina August 2011 - November 2011
IGA May 2010 - August 2010
Skills
Customer Service, Public Speaking, Teamwork, Event Planning, Marketing, Sales, Team Leadership, Microsoft Excel, Financial Analysis, Strategic Planning, Strategic Leadership
Education
University of South Carolina-Columbia 2011 — 2015
Bachelor of Science (B.S.), International Business, Finance
Ridge VIew High School 2007 — 2011
Advanced Placement Courses and Honors Program
Shari Schubauer Shari Schubauer's Harbor Retirement Associates, LLC Experience December 2014 - Present
Job Director of Sales and Marketing at Harbor Chase Assisted living
Industry Marketing and Advertising
Experience
Harbor Retirement Associates LLC December 2014 - Present
Atria Senior Living November 2013 - Present
SeniorBridge October 2012 - Present
Emeritus At Deer Creek 2008 - 2012
Kaplan February 2005 - April 2008
Bryant and Stratton College January 1996 - February 2005
Skills
Program Development, Community Outreach, Non-profits, Fundraising, Teaching, Public Relations, Leadership Development, Coaching, Recruiting, Microsoft Office, Strategic Planning, Marketing Communications, Event Management, Publicity, Social Media, Home Care, Nonprofits, Elder Care, Leadership, Team Building, Staff Development, Healthcare Management, Budgets, Hospitals, Long-term Care, Managed Care, Medicare, Organizational..., Social Networking, Social Services, Training
Education
Kaplan University
Bachelor of Science, Business
University at Buffalo
Bachelor of Business Administration (B.B.A.), Supervision Management
Harbor Retirement Associates LLC December 2014 - Present
Atria Senior Living November 2013 - Present
SeniorBridge October 2012 - Present
Emeritus At Deer Creek 2008 - 2012
Kaplan February 2005 - April 2008
Bryant and Stratton College January 1996 - February 2005
Skills
Program Development, Community Outreach, Non-profits, Fundraising, Teaching, Public Relations, Leadership Development, Coaching, Recruiting, Microsoft Office, Strategic Planning, Marketing Communications, Event Management, Publicity, Social Media, Home Care, Nonprofits, Elder Care, Leadership, Team Building, Staff Development, Healthcare Management, Budgets, Hospitals, Long-term Care, Managed Care, Medicare, Organizational..., Social Networking, Social Services, Training
Education
Kaplan University
Bachelor of Science, Business
University at Buffalo
Bachelor of Business Administration (B.B.A.), Supervision Management
Richard Baummer, P.E. Richard Baummer, P.E.'s Harbor Retirement Associates, LLC Experience August 2015 - Present
Job Director of Land Acquisition and Entitlements at Harbor Retirement Associates, LLC
Industry Real Estate
Experience
Harbor Retirement Associates, LLC August 2015 - Present
Nobis Engineering September 2010 - July 2015
Baummer Consulting, LLC January 2009 - October 2010
Erickson Retirement Communities October 1993 - January 2009
Daft McCune Walker May 1981 - October 1993
Skills
Stormwater Management, Drainage, Water Supply, Affordable Housing, Acquisitions, Sanitary Sewer, Zoning, Site Development, Approvals, Entitlements, Land Development, Real Estate Development, Construction, Site Plans, Civil Engineering, Sustainability, Business Development, Environmental Permitting, Site Planning, LEED AP, Environmental Consulting, Commercial Real Estate, Environmental Awareness, Project Planning, Contract Management, Mixed-use, Remediation, Due Diligence, LEED, Municipalities, Water, Environmental..., Feasibility Studies, Subdivisions, Construction Management, Land Use Planning, Comprehensive Planning, Environmental Compliance, Road, Residential Homes, Redevelopment
Education
The Johns Hopkins University 1978 — 1982
Master of Science, Urban Planning
University of Maryland Baltimore County 1977 — 1978
Bachelor of Arts, Sociology
University of Maryland College Park 1974 — 1977
Sociology, with Additional Studies in Architecture
Harbor Retirement Associates, LLC August 2015 - Present
Nobis Engineering September 2010 - July 2015
Baummer Consulting, LLC January 2009 - October 2010
Erickson Retirement Communities October 1993 - January 2009
Daft McCune Walker May 1981 - October 1993
Skills
Stormwater Management, Drainage, Water Supply, Affordable Housing, Acquisitions, Sanitary Sewer, Zoning, Site Development, Approvals, Entitlements, Land Development, Real Estate Development, Construction, Site Plans, Civil Engineering, Sustainability, Business Development, Environmental Permitting, Site Planning, LEED AP, Environmental Consulting, Commercial Real Estate, Environmental Awareness, Project Planning, Contract Management, Mixed-use, Remediation, Due Diligence, LEED, Municipalities, Water, Environmental..., Feasibility Studies, Subdivisions, Construction Management, Land Use Planning, Comprehensive Planning, Environmental Compliance, Road, Residential Homes, Redevelopment
Education
The Johns Hopkins University 1978 — 1982
Master of Science, Urban Planning
University of Maryland Baltimore County 1977 — 1978
Bachelor of Arts, Sociology
University of Maryland College Park 1974 — 1977
Sociology, with Additional Studies in Architecture
Charlie Jennings Charlie Jennings's Harbor Retirement Associates, LLC Experience December 2006 - Present
Job Chief Development Officer at Harbor Retirement Associates, LLC
Industry Hospital & Health Care
Experience
Harbor Retirement Associates, LLC December 2006 - Present
Greenwood Communities and Resorts June 2005 - December 2006
The Bozzuto Group May 2002 - June 2005
Skills
Real Estate Development, Contract Negotiation, Budgeting, Construction, Entitlements, Cost Estimating, Scheduling, Construction Management, Microsoft Office, Mixed-use, Excel, Property Management, Residential, Renovation, Planning, Contract Management, Budgets, Strategic Planning, Business Development, Retirement Homes, Elder Care, Seniors, Real Estate, Physician Relations, Senior Living..., Continuing Care, Independent Living, Team Building
Education
George Mason University 1994 — 2001
B.S., Civil & Infrastructure Engineering
Harbor Retirement Associates, LLC December 2006 - Present
Greenwood Communities and Resorts June 2005 - December 2006
The Bozzuto Group May 2002 - June 2005
Skills
Real Estate Development, Contract Negotiation, Budgeting, Construction, Entitlements, Cost Estimating, Scheduling, Construction Management, Microsoft Office, Mixed-use, Excel, Property Management, Residential, Renovation, Planning, Contract Management, Budgets, Strategic Planning, Business Development, Retirement Homes, Elder Care, Seniors, Real Estate, Physician Relations, Senior Living..., Continuing Care, Independent Living, Team Building
Education
George Mason University 1994 — 2001
B.S., Civil & Infrastructure Engineering
Joan Williams Joan Williams's Harbor Retirement Associates, LLC Experience December 2007 - July 2012
Job Principal and Chief Financial Officer at Watercrest Senior Living Group
Industry Executive Office
Experience
Watercrest Senior Living Group, LLC July 2012 - Present
Harbor Retirement Associates LLC December 2007 - July 2012
PM Hospitality Strategies, Inc. 2005 - 2007
Atlantic Realty 2003 - 2005
Trancentrix 2001 - 2002
Zona Financiera 1999 - 2001
Powersim June 1997 - December 1998
U.S. News & World Report 1993 - 1997
NationsBank 1992 - 1993
First American Bank 1989 - 1992
Skills
Financial Analysis, Acquisitions, Managerial Finance, Seniors, Due Diligence, Financial Modeling, Financial Reporting, Contract Negotiation, Finance, Budgets, Negotiation, Disposition, Corporate Finance, Real Estate Economics, Asset Management, Debt and Equity, Strategy, Leadership, Management, Team Building, Process Improvement, Risk Management, Analysis, Executive Management, Strategic Partnerships, Start-ups, Strategic Financial..., Acquisition Integration, Private Equity, Business Planning, Forecasting, Valuation, Management Consulting, Restructuring, Investments, Entrepreneurship, Employee Benefits, Corporate Development, Portfolio Management, IPO, Capital Budgeting, Business Development, Joint Ventures
Education
University of Southern California 1981 — 1983
MBA, Organizational Behavior
Georgetown University - The McDonough School of Business 1977 — 1981
Bachelor of Science in Business Administration, International Finance
Northfield Mount Hermon 1974 — 1977
Diploma
Watercrest Senior Living Group, LLC July 2012 - Present
Harbor Retirement Associates LLC December 2007 - July 2012
PM Hospitality Strategies, Inc. 2005 - 2007
Atlantic Realty 2003 - 2005
Trancentrix 2001 - 2002
Zona Financiera 1999 - 2001
Powersim June 1997 - December 1998
U.S. News & World Report 1993 - 1997
NationsBank 1992 - 1993
First American Bank 1989 - 1992
Skills
Financial Analysis, Acquisitions, Managerial Finance, Seniors, Due Diligence, Financial Modeling, Financial Reporting, Contract Negotiation, Finance, Budgets, Negotiation, Disposition, Corporate Finance, Real Estate Economics, Asset Management, Debt and Equity, Strategy, Leadership, Management, Team Building, Process Improvement, Risk Management, Analysis, Executive Management, Strategic Partnerships, Start-ups, Strategic Financial..., Acquisition Integration, Private Equity, Business Planning, Forecasting, Valuation, Management Consulting, Restructuring, Investments, Entrepreneurship, Employee Benefits, Corporate Development, Portfolio Management, IPO, Capital Budgeting, Business Development, Joint Ventures
Education
University of Southern California 1981 — 1983
MBA, Organizational Behavior
Georgetown University - The McDonough School of Business 1977 — 1981
Bachelor of Science in Business Administration, International Finance
Northfield Mount Hermon 1974 — 1977
Diploma
Zach Aills Zach Aills's Harbor Retirement Associates, LLC Experience 2002 - 2007
Job Real Estate Investment, Finance and Operations Advisor, Principal at The Island Group, LLC
Industry Management Consulting
Experience
The Island Group, LLC 2007 - Present
Westminster Theological Seminary 1999 - Present
Harbor Retirement Associates, LLC 2002 - 2007
Patient Technologies, Inc. 2001 - 2002
HO2 Partners 2000 - 2001
McCaslin Development 1983 - 2000
Skills
Real Estate, Venture Capital, Private Equity, Strategic Planning, Business Strategy, Due Diligence, Investments, Start-ups, Real Estate Development, Real Estate Investment, Accounting, Negotiation, Investor Relations, Real Estate Private..., Retirement Homes, Entrepreneurship, Asset Managment, Nonprofits, Leadership, Real Estate Economics, Commercial Real Estate, Big 4, Senior Housing, Real Estate Finance, SaaS, Non-profits, Asset Management, Financial Systems..., IT Strategy, Board Leadership, Board Presentations, Operations Management, Tax, Business Turnaround, Real Estate Transactions, Entrepreneurial..., Business Development, Team Building, Managerial Finance, Portfolio Management, Management, Training, Executive Management, Analysis, Marketing, Budgets, Acquisitions, Fundraising, Turn Around Management, Valuation
Education
The University of Texas at Austin 1972 — 1976
BBA, cum laude, Accounting
University of North Texas
Graduate studies, Taxation
The Island Group, LLC 2007 - Present
Westminster Theological Seminary 1999 - Present
Harbor Retirement Associates, LLC 2002 - 2007
Patient Technologies, Inc. 2001 - 2002
HO2 Partners 2000 - 2001
McCaslin Development 1983 - 2000
Skills
Real Estate, Venture Capital, Private Equity, Strategic Planning, Business Strategy, Due Diligence, Investments, Start-ups, Real Estate Development, Real Estate Investment, Accounting, Negotiation, Investor Relations, Real Estate Private..., Retirement Homes, Entrepreneurship, Asset Managment, Nonprofits, Leadership, Real Estate Economics, Commercial Real Estate, Big 4, Senior Housing, Real Estate Finance, SaaS, Non-profits, Asset Management, Financial Systems..., IT Strategy, Board Leadership, Board Presentations, Operations Management, Tax, Business Turnaround, Real Estate Transactions, Entrepreneurial..., Business Development, Team Building, Managerial Finance, Portfolio Management, Management, Training, Executive Management, Analysis, Marketing, Budgets, Acquisitions, Fundraising, Turn Around Management, Valuation
Education
The University of Texas at Austin 1972 — 1976
BBA, cum laude, Accounting
University of North Texas
Graduate studies, Taxation
Judi Donovan Judi Donovan's Harbor Retirement Associates, LLC Experience April 2015 - Present
Job Vice President Operational Transition at Harbor Retirement Associates, LLC
Industry Hospitality
Experience
Harbor Retirement Associates, LLC April 2015 - Present
Friendship Senior Options March 2011 - 2015
Erickson Retirement January 2008 - December 2010
Erickson Retirement Communities 2007 - 2008
Erickson Retirement - Fox Run January 2003 - February 2007
Northwest Airlines 2000 - 2003
Northwest Airlines 1997 - 1999
Skills
Strategic Planning, Operations Management, Team Building, Process Improvement, Budgets, Healthcare, Customer Service, Employee Relations, Hospitals, Account Management, Public Speaking, Home Care, Organizational..., Medicare, Leadership, Leadership Development, Coaching, Performance Management, Healthcare Management, Recruiting, Elder Care, Training, Long-term Care, Project Planning, Hiring, Marketing, Inventory Management, Supervisory Skills, P&L, Physician Relations, Forecasting, Customer Satisfaction, Managed Care, Contract Negotiation, Management, Nonprofits
Education
Leadership Oakland 2007 — 2008
Certificate, Leadership
Baker College Center for Graduate Studies 2006 — 2008
MBA, Business
University of Phoenix 2000 — 2003
BS, Business Management
Harbor Retirement Associates, LLC April 2015 - Present
Friendship Senior Options March 2011 - 2015
Erickson Retirement January 2008 - December 2010
Erickson Retirement Communities 2007 - 2008
Erickson Retirement - Fox Run January 2003 - February 2007
Northwest Airlines 2000 - 2003
Northwest Airlines 1997 - 1999
Skills
Strategic Planning, Operations Management, Team Building, Process Improvement, Budgets, Healthcare, Customer Service, Employee Relations, Hospitals, Account Management, Public Speaking, Home Care, Organizational..., Medicare, Leadership, Leadership Development, Coaching, Performance Management, Healthcare Management, Recruiting, Elder Care, Training, Long-term Care, Project Planning, Hiring, Marketing, Inventory Management, Supervisory Skills, P&L, Physician Relations, Forecasting, Customer Satisfaction, Managed Care, Contract Negotiation, Management, Nonprofits
Education
Leadership Oakland 2007 — 2008
Certificate, Leadership
Baker College Center for Graduate Studies 2006 — 2008
MBA, Business
University of Phoenix 2000 — 2003
BS, Business Management
James Richards's Harbor Retirement Associates, LLC Experience March 2015 - Present
Job Director of DevelopmentOwner’s Representative at Harbor Retirement Associates, LLC
Industry Construction
Experience
Harbor Retirement Associates LLC March 2015 - Present
Harbor Retirement Associates, LLC March 2014 - Present
Lee and Ryan April 2012 - March 2014
Erickson Construction LLC March 2006 - August 2009
Frederick Quinn Corporation December 1999 - February 2006
Morse Diesel International 1989 - 1992
E. W. Corrigan Construction Co. 1985 - 1989
Skills
Construction Management, Scheduling, Team Management, Safety Management, Construction Estimating, Contract Negotiations, Budgeting, Renovation, Team Building, Field Supervision, Facilities Management, Mentoring, JOC Contracting Work, OSHA 30-Hour, Process Scheduler, Contract Negotiation, Budgets, Safety Management..., Construction Management..., Value Engineering, Construction, Project Bidding, Procurement, Pre-construction, Contractors, Subcontracting, CPM Scheduling, Management, Project Estimation, Leadership, Change Orders, Green Building, Design-Build, Contract Management, Constructability, Cost Control, Primavera P6, LEED, Suretrack, LEED AP, RFI, Estimates, High Rise, Tenant Improvement, Construction Safety, Lean Construction, Blueprint Reading, Cost Management, Carpentry, Homebuilding
Education
Bradley University
Bachelor of Science, Construction
Harper College
AAS, Architectural Technology
William Fremd High School
Harbor Retirement Associates LLC March 2015 - Present
Harbor Retirement Associates, LLC March 2014 - Present
Lee and Ryan April 2012 - March 2014
Erickson Construction LLC March 2006 - August 2009
Frederick Quinn Corporation December 1999 - February 2006
Morse Diesel International 1989 - 1992
E. W. Corrigan Construction Co. 1985 - 1989
Skills
Construction Management, Scheduling, Team Management, Safety Management, Construction Estimating, Contract Negotiations, Budgeting, Renovation, Team Building, Field Supervision, Facilities Management, Mentoring, JOC Contracting Work, OSHA 30-Hour, Process Scheduler, Contract Negotiation, Budgets, Safety Management..., Construction Management..., Value Engineering, Construction, Project Bidding, Procurement, Pre-construction, Contractors, Subcontracting, CPM Scheduling, Management, Project Estimation, Leadership, Change Orders, Green Building, Design-Build, Contract Management, Constructability, Cost Control, Primavera P6, LEED, Suretrack, LEED AP, RFI, Estimates, High Rise, Tenant Improvement, Construction Safety, Lean Construction, Blueprint Reading, Cost Management, Carpentry, Homebuilding
Education
Bradley University
Bachelor of Science, Construction
Harper College
AAS, Architectural Technology
William Fremd High School
Donna Dorsey's Harbor Retirement Associates, LLC Experience 2008 - Present
Job Executive Assistant
Industry Hospital & Health Care
Experience
Harbor Retirement Associates, LLC 2008 - Present
Huntington Learning Center January 2007 - December 2008
FUJI Hunt Photographic Chemicals 1984 - 2004
Skills
Customer Service, Team Building, Product Management, Strategic Planning, Microsoft Office, Marketing, Product Development, Budgets, Project Management, Sales, Process Improvement, Microsoft Word, Training, Outlook, Management, Marketing Strategy
Education
Bergen Community College
Harbor Retirement Associates, LLC 2008 - Present
Huntington Learning Center January 2007 - December 2008
FUJI Hunt Photographic Chemicals 1984 - 2004
Skills
Customer Service, Team Building, Product Management, Strategic Planning, Microsoft Office, Marketing, Product Development, Budgets, Project Management, Sales, Process Improvement, Microsoft Word, Training, Outlook, Management, Marketing Strategy
Education
Bergen Community College
Brian H. Travers's Harbor Retirement Associates, LLC Experience 2014 - Present
Job Senior Financial Analyst and Treasury Manager at Harbor Retirement Associates, LLC
Industry Commercial Real Estate
Experience
Harbor Retirement Associates, LLC 2014 - Present
PwC 2010 - 2012
Grant Thornton LLP 2007 - 2008
KPMG LLP 2004 - 2007
KPMG LLP 2002 - 2004
Skills
Auditing, Financial Reporting, CPA, Internal Controls, Valuation, Financial Modeling, Financial Analysis, Finance, SEC filings, US GAAP, Mergers & Acquisitions, Corporate Finance, Financial Accounting, GAAP, Accounting, Real Estate Development, Real Estate Financing, Market Research, SEC Filings
Education
Providence College 1999 — 2002
Baccalaureate, Accounting
Villanova University 1997 — 1999
Accounting and Finance, Transferred to Providence College
Harvard University 2005 — 2007
Extension School
Investment Banking Institute
Financial Modeling and Valuation Training
Harbor Retirement Associates, LLC 2014 - Present
PwC 2010 - 2012
Grant Thornton LLP 2007 - 2008
KPMG LLP 2004 - 2007
KPMG LLP 2002 - 2004
Skills
Auditing, Financial Reporting, CPA, Internal Controls, Valuation, Financial Modeling, Financial Analysis, Finance, SEC filings, US GAAP, Mergers & Acquisitions, Corporate Finance, Financial Accounting, GAAP, Accounting, Real Estate Development, Real Estate Financing, Market Research, SEC Filings
Education
Providence College 1999 — 2002
Baccalaureate, Accounting
Villanova University 1997 — 1999
Accounting and Finance, Transferred to Providence College
Harvard University 2005 — 2007
Extension School
Investment Banking Institute
Financial Modeling and Valuation Training
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY