Heritage Property Investment Trust
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Heritage Property Investment Trust Employees
InvenTrust Properties Corp. June 2015 - Present
SunTrust Bank August 2014 - June 2015
Brixmor September 2013 - August 2014
Brixmor September 2011 - September 2013
Centro Properties Group October 2006 - September 2011
Heritage Property Investment Trust April 2005 - October 2006
Skills
Acquisitions, Asset Dispositions, Portfolio Management, Asset Management, Asset Allocation, Real Estate Transactions, Commercial Real Estate, Property Disposition, Financial Analysis, Financial Modeling, Financial Reporting, Corporate Finance, Due Diligence, Real Estate Development, Real Estate Financing, Real Estate Due..., Lease Negotiations
Education
JTR School For Professional Development 2013 — 2013
Development, Design & Construction (Scholarship Recipient)
Boston University 2006 — 2007
Real Estate Certificate Candidate
Ohio University
B.S.
Starboard Realty Advisors October 2014 - Present
8558 Realty Advisors, LLC October 2014 - Present
Revere Property Group May 2013 - April 2014
ValueRock Realty Partners 2007 - May 2013
The Wilder Companies 2005 - 2007
Heritage Property Investment Trust 2001 - 2005
Skills
Asset Management, Disposition, Leases, Real Estate Economics, Real Estate Development, Lease Negotiations, Due Diligence, Real Estate Transactions, Commercial Real Estate, Lease Administration, Real Estate, Acquisitions, Investment Properties, Financial Analysis, Financial Reporting, Budgets, Risk Management, Corporate Real Estate, Tenant
Education
University of Colorado at Boulder 1997 — 2001
Bachelor of Arts (BA), Economics
American Airlines October 2013 - Present
Amaz Property Management USA July 2012 - February 2013
MacDonald Realty Group May 2011 - July 2012
MacDonald Realty Group January 2011 - July 2012
Heritage Property Investment Trust 2003 - 2004
Skills
Leases, Property Management, Real Estate, Investment Properties, Real Estate Development, Real Estate Transactions, Lease Administration, Disposition, Tenant, Landlord, Residential Homes, Investments, Rentals, LIHTC, Lease Negotiations, Apartments, Property, Landlords, Real Estate Economics, Corporate Real Estate, Yardi, Location Intelligence
Education
University of Massachusetts Boston 1993 — 1997
Bachelor of Science, Psychology
Boston University 2001 — 2002
Sky Angel U.S., LLC June 2007 - Present
Heritage Property Investment Trust January 2001 - March 2007
Education
Northfield Mount Hermon, Mount Hermon, Massachsetts
Trinity College-Hartford
Bachelor's degree, Music
Retail Properties of America, Inc. September 2012 - Present
Brixmor (name change from Centro Properties Group) September 2011 - October 2011
Centro Properties Group August 2007 - September 2011
Centro Properties Group July 2006 - August 2007
Heritage Property Investment Trust February 2002 - July 2006
Albertsons June 1999 - February 2002
American Stores April 1997 - June 1999
Midwest Porperty Group, Ltd February 1994 - March 1997
Walgreens May 1979 - February 1994
Skills
Leases, Shopping Centers, Location Intelligence, Property Management, Disposition, Real Estate Development, Property, Tenant, Lease Administration, Real Estate Transactions, Real Estate, Lease Negotiations, Real Estate Economics, Real Estate Financing, Investors, Facilities Management, Investments, Contract Negotiation, Tenant Representation, Acquisitions, Investment Properties, Construction, Commercial Real Estate, Entitlements, Landlords, Brokerage, Residential Homes, Mixed-use, Feasibility Studies, Asset Management, Budgets, Apartments, Corporate Real Estate, Land Acquisition, REO, Due Diligence, Valuation, Commercial Leasing, Real Estate Private..., Redevelopment, Commercial Real Estate..., International Real..., Appraisals, CMBS, 1031 Exchanges, Transaction Management, Commercial Mortgages, Sellers, Portfolio Management, Joint Ventures
Education
University of Illinois at Urbana-Champaign - College of Business 1976 — 1979
BS, Accounting
UCR Asset Services February 2013 - Present
UCR Asset Services 2011 - Present
United Commercial Realty April 2011 - January 2013
Centro Properties Group February 2004 - April 2011
Heritage Property Investment Trust 2004 - October 2006
MacFarlan Real Estate Services 2000 - February 2004
TCP Realty Services, LLC 1997 - 2000
TPC Realty Services 1997 - 2000
TEXAS COMMERCIAL PROPERTIES (TCP) HOLDINGS, LLC 1997 - 2000
Hines 1995 - 1997
Skills
Leases, Contract Management, Tenant, Property, Lease Administration, Disposition, Shopping Centers, Budgets, Commercial Real Estate, Facilities Management, Property Management, Contract Negotiation, Due Diligence, Real Estate Development, Location Intelligence, Landlords, Real Estate, Management, Investors
Education
University of Northern Colorado 1985 — 1989
B.A., Journalism/Mass Communications
Continental Realty Corporation in Baltimore June 2015 - Present
Continental Realty Corporation in Baltimore July 2007 - Present
Heritage Property Investment Trust 2006 - 2007
Continental Realty Corporation in Baltimore 2000 - 2005
Skills
Real Estate, Property Management, Leases, Real Estate Development, Commercial Real Estate, Investment Properties, Location Intelligence, Real Estate Economics, Tenant, Shopping Centers, Landlord, Lease Negotiations, Brokerage, Landlords, Real Estate Transactions, Corporate Real Estate, Negotiation, Asset Management
Education
Loyola College in Maryland 1998 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
Dartmouth College 1991 — 1995
Bachelor of Arts (B.A.), English Language and Literature, General
Unison Realty Partners LLC December 2009 - Present
Regency Centers October 2006 - November 2009
Heritage Property Investment Trust December 2003 - October 2006
Wachovia Securities July 2002 - December 2003
Skills
Commercial Real Estate..., Property Acquisitions, Redevelopment/Value Add, Real Estate Development, Property, Disposition, Leases, Real Estate Economics, Real Estate, Landlords, Investment Properties, Shopping Centers, Retail, Investments, Asset Managment, Negotiation, Brokerage, Valuation, Real Estate Transactions, Portfolio Management, Mergers & Acquisitions, Asset Management, Finance, Acquisitions, Corporate Real Estate, Commercial Real Estate, Due Diligence, Investors, Property Management, Real Estate Financing, Financial Analysis, Financial Modeling, Private Equity, Location Intelligence, Tenant, Appraisals, Lease Negotiations, Feasibility Studies, Real Estate Private..., Lease Administration, Argus Modeling, Land Acquisition, Entitlements
Education
James Madison University 1998 — 2002
B.B.A., Finance
Applause January 2014 - Present
Applause December 2011 - January 2014
uTest January 2009 - December 2011
Fidelity Investments February 2007 - December 2011
Fidelity Investments March 2007 - October 2011
Fidelity Investments September 2003 - March 2007
Heritage Property Investment Trust October 2002 - August 2003
Skills
Quality Center, Advanced Query Tool..., XML Spy, Control-M, SQL, XML, HTML, DHTML, CSS, JavaScript, Visual Basic, UML, Microsoft: Office..., ArcGIS, ArcObjects, Android, SharePoint, Software Project..., Atlassian JIRA, Salesforce.com, Mobile Applications, Software Testing Life..., iOS, Quality Assurance, Test Planning, Manual Testing, System Testing, Software Documentation, Access, Software Quality..., Agile Project Management, Requirements Analysis, Process Improvement, Project Management, Regression Testing, Agile Testing, SDLC, Agile Methodologies, Functional Testing, Test Management, Project Delivery, Resource Management, Exploratory Testing, Microsoft SQL Server, Oracle PL/SQL..., Profit Margins, Data Management, Six Sigma, Google Docs, JAD
Education
Penn State University 2007 — 2008
Graduate Certificate, Geographic Information Systems
Clark University 2004 — 2008
MBA, Management Information Systems
University of Massachusetts, Amherst 1998 — 2002
Bachelor of Science, Sport Management
Leominster High School 1994 — 1998
High School Diploma
Baker Storey McDonald Properties, Inc. October 2014 - Present
Faison & Associates October 2006 - October 2014
Heritage Property Investment Trust August 2002 - September 2006
Prudential Commercial August 2001 - September 2002
Skills
Disposition, Retail, Portfolio Management, Shopping Centers, Real Estate, Property, Sales, Commercial Real Estate, Selling, Mixed-use, Mergers & Acquisitions, Location Intelligence, Real Estate Development, Leases, Dispositions, Investment Properties
Education
University of Kentucky
B.S., Corporate Communication w/ a Business Minor
TRICOR January 2013 - Present
TSG Realty, LLC October 2008 - Present
JDH Capital LLC October 2007 - September 2008
Developers Diversified Realty October 2006 - September 2007
Heritage Property Investment Trust February 2000 - September 2006
Skills
Lease Negotiations, Landlord, Contract Negotiation, Commercial Real Estate, Shopping Centers, Retail, Tenant, Leases, Location Intelligence, Market Research, Disposition, Real Estate Development, Property Management, Real Estate, Corporate Real Estate, Lease Administration
Education
University of North Carolina at Charlotte 1993 — 1996
BA, Geography
Myers Park High School, Charlotte NC
Brixmor Property Group September 2011 - Present
Centro Properties Group January 2007 - September 2011
Heritage Property Investment Trust September 2000 - January 2007
Skills
Corporate Real Estate, Mixed-use, Due Diligence, Entitlements, Architecture, Construction, Management, Renovation, Real Estate Development, Construction Management, Shopping Centers, Location Intelligence, Facilities Management, Process Scheduler, Commercial Real Estate, Tenant, Contract Negotiation, Property, Contract Management, Architectures, Road, Real Estate Economics, Retail, Leases, Financial Analysis, Project Planning, Budgets, Redevelopment, Property Management, Value Engineering, Real Estate, Residential Homes, Project Management
Education
University of Illinois at Urbana-Champaign 1982 — 1988
MA, BS, Architecture
CrossHarbor Capital Partners 2006 - Present
Heritage Property Investment Trust 1998 - 2006
KPMG Peat Marwick 1990 - 1998
Education
Boston College 1987 — 1990
BS, Finance and Accounting
BC High 1983 — 1986
Southern New Hampshire University February 2014 - Present
Consulting January 2013 - January 2014
Brixmor Property Group August 2008 - December 2012
Centro Properties Group August 2006 - July 2008
Heritage Property Investment Trust October 2004 - July 2006
American Tower Corporation May 2004 - October 2004
American Tower January 2001 - April 2004
Forman, Itzkowitz, Berenson & LaGreca February 1998 - December 1999
Skills
Auditing, Internal Controls, Risk Management, Accounting, Financial Reporting, Sarbanes-Oxley Act, Internal Audit, Enterprise Risk..., Real Estate, General Ledger, Financial Accounting, JD Edwards, Business Process..., Sarbanes-Oxley, US GAAP, Process Improvement, Finance, Project Management, SEC filings, Business Process, Financial Statements, GAAP, SEC Filings
Education
Nichols College 1999 — 2001
MBA, Accounting
Nichols College 1994 — 1998
BSBA, Accounting
Johnson Property Services LLC November 2011 - Present
Emmes Asset Management February 2007 - November 2011
Lauth Property Group August 2006 - February 2007
Paragon Properties April 2005 - August 2006
Heritage Property Investment Trust December 2002 - April 2005
Premier Properties 2000 - 2002
Skills
Property Management, Landlord, Leases, Property, Disposition, Tenant, Asset Managment, Construction Management, Lease Administration, Real Estate, Commercial Real Estate, Lease Negotiations, Corporate Real Estate, Landlords, Real Estate Development, Location Intelligence, Shopping Centers, Real Estate Economics, Dispositions, Asset Management
Education
Indiana University—Purdue University Fort Wayne
Business
Plymouth Opportunity REIT,Inc. October 2011 - Present
Pyramid Hotels & Resorts, Inc. January 2010 - November 2011
Berkshire Development LLC June 2007 - September 2008
Heritage Property Investment Trust 2001 - 2007
Boston Properties 1982 - 2000
Education
Suffolk University - Sawyer School of Management 1981 — 1983
MBA
Suffolk University 1969 — 1973
BSBA, Accounting
Batavia Enterprises Real Estate LLC (BERE) July 2011 - Present
Batavia Enterprises Inc 2007 - Present
Centro Watt October 2006 - May 2007
Centro Properties Group 2006 - 2007
Heritage Property Investment Trust September 2002 - October 2006
Skills
Leases, Property Management, Real Estate Development, Real Estate, Residential Homes, Commercial Real Estate, Leadership Development, Sales, Retail, Location Intelligence, Property, Brokerage, Tenant Representation, Entitlements, Shopping Centers, Contract Negotiation, Real Estate Economics, Investments, Investment Properties, Landlords, Tenant, Disposition, Negotiation, Land Acquisition, Real Estate Transactions, Corporate Real Estate, Lease Administration, REO, Real Property, Investors, Entrepreneurship, Lease Negotiations, Selling, Budgets, Real Estate Financing, Sellers, HUD, Buyer Representation, Apartments, Relocation, Condos, Rentals
Education
Loyola University Chicago 2001 — 2002
MBA, Management
Butler University 1998 — 2001
B.S., Marketing
Marmion Military Academy 1993 — 1997
Military Science
Symantec April 2015 - Present
Symantec February 2014 - April 2015
Starwood Vacation Ownership September 2012 - February 2014
Orange Lake Resort May 2008 - August 2012
Centro Properties Group August 2007 - January 2008
Heritage Property Investment Trust October 2004 - August 2007
E.A. Fish Associates, LLC April 2003 - October 2004
Education
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2008
Master of Business Administration (M.B.A.)
University of Florida - Warrington College Of Business 1997 — 2001
Bachelor's degree, Finance & Sociology
Northwestern University August 2010 - Present
Anne & Robert H. Lurie Children's Hospital of Chicago December 2007 - July 2010
Children's Hospital Boston June 2006 - November 2007
Heritage Property Investment Trust 2005 - 2006
Fidelity Investments 2003 - 2004
KPMG 2003 - 2004
Skills
Accounting, Financial Reporting, Financial Statements, Auditing, Budgets, Financial Analysis, Analysis, Program Management, Event Planning, Nonprofits, Data Analysis, Account Reconciliation, Microsoft Excel, General Ledger, Access
Education
Lehigh University 2002 — 2003
MS, Accounting Information Analysis
Lehigh University 2000 — 2002
BS, Marketing
Loyola University Chicago 1998 — 2000
School of Business & Economics
Boston Capital March 2014 - Present
Boston Capital December 2012 - Present
Boston Capital December 2010 - December 2012
Boston Capital November 2006 - December 2010
Heritage Property Investment Trust September 2004 - October 2006
Skills
LIHTC, Disposition, Affordable Housing, Real Estate Transactions
Education
Boston University 2006 — 2008
Certificate in Real Estate Finance
Ithaca College 1999 — 2003
CRE Property Advisors 2012 - Present
Kimco Realty Corporation 2010 - 2012
Federal Realty Investment trust 2004 - 2010
TMG Realty Management, Inc. 2002 - 2008
Heritage Property Investment Trust 1999 - 2002
Flatley Company 1989 - 1998
Skills
Disposition, Shopping Centers, Location Intelligence, Selling, Real Property, Real Estate Development, Acquisitions, Leases, Lease Negotiations, Investment Properties, Financial Analysis, Tenant
Education
Saint Anselm College 1984 — 1988
Bachelor of Science (BS), Financial Economics
Phillips Edison & Company October 2006 - Present
Heritage Property Investment Trust October 1996 - October 2006
Skills
Real Estate, Real Estate Development, Leases, Location Intelligence, Shopping Centers, Dispositions, Commercial Real Estate, Corporate Real Estate, Real Estate Economics, Tenant, Disposition, Property Management, Lease Negotiations, Investment Properties, Brokerage, Negotiation, Real Estate Transactions
Education
University of South Carolina - Darla Moore School of Business 1979 — 1984
BS, Marketing & Real Estate Finance
New England Development May 2014 - Present
Reit Management & Research LLC May 2009 - May 2014
Centro Properties Group May 2005 - February 2009
Heritage Property Investment Trust 2003 - 2005
Routhier Legal Personnel 2001 - 2003
Massachusetts Teachers Association 1999 - 1999
Shames & Litwin 1999 - 1999
American Civil Liberties Union of Massachusetts 1998 - 1998
The Honorable Hiller B. Zobel, Middlesex Superior Court August 1997 - November 1997
Skills
Leases, Lease Administration, Landlords, Real Estate, Tenant, Shopping Centers
Education
Northeastern University School of Law
Juris Doctor
Boston College
Bachelor's Degree, Political Science
CrossHarbor Capital Partners January 2010 - Present
Intercontinental Real Estate August 2007 - January 2010
Centro Properties Group 2006 - 2007
Heritage Property Investment Trust 2004 - July 2006
REIT Management & Research 2004 - 2005
The Flatley Company May 1998 - 2003
Skills
Real Estate, Accounting, Financial Reporting, Excel, Budgeting, Investor Relations, Compliance, Real Estate Transactions, Fund Accounting, Financial Accounting, GAAP, Due Diligence, Asset Management, Valuation, Investments, Disposition, Real Estate Economics, Acquisitions, Lease Administration, Budgets, Microsoft Excel, Financial Analysis, Internal Controls
Education
Bentley University 1994 — 1998
BS, Accountancy
Boston University 2009 — 2011
Certificate in Real Estate Finance, Certificate in Real Estate Finance Program
Foxborough High School
Yardi Systems August 2009 - February 2014
Benchmark Assisted Living June 2006 - August 2009
Heritage Property Investment Trust June 2005 - July 2006
Skills
Budgeting, Financial Analysis, Forecasting, Strategic Planning, Microsoft Office, SQL, Crystal Reports, Assisted Living, Budgets, Project Planning, Assessment Development, Care Plan Development, Yardi, Accounting, Finance, Fixed Assets, Process Improvement, Drupal, CSS, Website Development, SEO, Microsoft Excel, Product Management, Consultants, S&P, Sales Process, Asset Managment, Business Planning, Asset Management, Analysis, Databases, Healthcare, Financial Reporting, Business Process, Training, Business Analysis
Education
Northeastern University 2000 — 2005
Bachelor, Finance/Accounting
CB Richard Ellis July 2012 - Present
Northland Investment Corporation August 2006 - July 2012
Heritage Property Investment Trust September 2004 - August 2006
CB Richard Ellis October 2001 - September 2004
Skills
Commercial Real Estate, Capital Markets, Real Estate Transactions, Acquisitions, Disposition, Dispositions, Valuation, Shopping Centers, Lease Negotiations, Asset Management, Real Estate Development
Education
University of Connecticut 1998 — 2001
Bachelor, Finance, Concentration in Real Estate
Woodstock Academy, Woodstock, CT
Equity One, Inc December 2012 - Present
Brixmor January 2009 - October 2012
Centro Properties July 2007 - December 2008
Heritage Property Investment Trust March 2006 - July 2007
Heritage Property Investment Trust September 2004 - March 2006
Heritage Property Investment Trust November 2003 - August 2004
Skills
General Ledger, Invoicing, Lease Administration, Accounting, Real Estate, Accounts Payable, Financial Reporting, JD Edwards, Financial Analysis, Leases, Microsoft Excel, Variance Analysis, Property Management, Tenant, Account Reconciliation, Disposition
Education
Florida International University 1997 — 1999
MBA, Finance
Universite Quisqueya 1992 — 1996
BS, Accounting
Brixmor Property Group October 2006 - Present
Heritage Property Investment Trust 1999 - 2006
Skills
Leases, Tenant, Shopping Centers, Location Intelligence, Disposition, Real Estate Transactions, Landlord, Lease Negotiations, Corporate Real Estate, Property Management, Lease Administration, Landlords, Real Estate Economics, Real Estate Development, Commercial Leasing, Retail, Real Estate Financing, Land Acquisition, Investors, Commercial Real Estate, Tenant Representation, Franchising, Brokerage, Negotiation, Real Estate, Property, Investment Properties, Contract Negotiation, Acquisitions, Entitlements, Retail Site Selection, Dispositions
Education
LIU Post
BS, Marketing and Finance
Cullinan Properties, LTD April 2012 - Present
RUBLOFF DEVELOPMENT GROUP, INC January 2001 - January 2012
Bradley Real Estate/Heritage Properties September 1997 - November 2001
Heritage Property Investment Trust January 1997 - January 2001
Draper & Kramer Retail Services March 1993 - March 1997
THE PALMER GROUP LTD January 1991 - January 1993
Breslers Ice Cream and Yogurt stores March 1988 - March 1991
ESREY REAL ESTATE January 1986 - January 1988
Skills
Leases, Location Intelligence, Real Estate, Tenant, Real Estate Development, Property Management, Property, Negotiation, Real Estate Transactions, Shopping Centers, Investments
Education
University of Missouri-Columbia 1981 — 1986
BA,BA, Business
University of Missouri and Columbia College
Bachelor of Arts
Health Care REIT June 2015 - Present
Kraus-Anderson Realty Company 2009 - May 2015
Emmes Realty Services 2007 - 2009
Heritage Property Investment Trust 2001 - 2007
Carlson Real Estate Company 1987 - 2001
Skills
Property Management, Location Intelligence, Real Estate Development, Disposition, Lease Negotiations, Shopping Centers, Management, Landlords, Property, Strategic Planning, Real Estate Transactions, Facilities Management, Leases, Budgets, Negotiation, Real Estate, Investment Properties, Real Estate Economics, Brokerage, Corporate Real Estate, Commercial Real Estate, Lease Administration, Operations Management, Asset Management, Retail, Tenant
Education
University of Minnesota Duluth 1980 — 1984
BA, Accounting
Duluth East High School 1976 — 1979
High School Diploma
Phillips Edison & Company October 2006 - Present
Heritage Property Investment Trust March 1996 - September 2006
Skills
Real Estate, Disposition, Leases, Brokerage, Shopping Centers
Education
University of South Carolina-Columbia
Bachelor of Science (BS), Marketing & Real Estate Finance
Closure Systems International (CSI) May 2009 - Present
Kite Realty Group August 2006 - May 2009
Heritage Property Investment Trust April 2005 - August 2006
Deloitte September 2001 - April 2005
Skills
SEC Financial Reporting, IFRS, US GAAP reporting, Consolidation, Cash Flow
Education
University of Delaware 1997 — 2001
Bachelor's degree, Accounting