Investment Concepts, Inc.
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Investment Concepts, Inc. Employees
Rödl & Partner December 2012 - Present
Robert M Heil CPA, PA December 2008 - November 2012
Investment Concepts, Inc. May 2007 - December 2008
Aflac Insurance Company October 2005 - May 2007
Skills
Bookkeeping, Microsoft Office, General Ledger, Payroll, QuickBooks, Financial Reporting, Tax, Accounts Receivable, Accounts Payable, Account Reconciliation, Financial Analysis, Accounting, Corporate Tax, Invoicing, Expenses, Financial Accounting, Cash Management, Financial Statements, GAAP, SAP, Accruals, US GAAP, Fixed Assets, Cash Flow, Journal Entries, Bank Reconciliation, Microsoft Excel, Peachtree, Sales Tax, Payroll Taxes, Microsoft Word, Balance, Variance Analysis, Revenue Recognition, Outlook, Cash Flow Forecasting, Small Business, Sage, Tax Preparation
Education
University of South Carolina Upstate 2005 — 2008
Bachelor of Science (BS), Accounting
MVE + Partners, Inc. 2009 - Present
PwC 2007 - 2009
Investment Concepts, Inc. 2005 - 2007
PwC 2001 - 2005
Skills
Certified Public..., Tax, International Tax, SEC filings, Financial Analysis, GAAP, Corporate Tax, Internal Controls, Sarbanes-Oxley Act, Tax Accounting, US GAAP, Financial Reporting, Accounting, Financial Accounting, General Ledger, Income Tax
Education
University of California, Irvine 1997 — 1999
M.B.A., Finance
Golden Gate University 2001 — 2002
M.S.T., Taxation
Claremont McKenna College 1989 — 1992
B.A., Economics / Accounting
Hanson, Gorian, Bradford & Hanich January 2015 - Present
Law Office of Sharon L. Tate, Murrieta, CA July 2014 - December 2014
Investment Concepts, Inc. July 2010 - May 2011
911 Enable March 2009 - August 2009
Kinkle, Rodiger and Spriggs July 2008 - March 2009
South Hills Villas August 1998 - January 2002
Education
Sage College 2012 — 2014
Paralegal Certificate, Paralegal studies
Sage College 2012 — 2014
Paralegal Studies
Citrus Community College
AA, Behavioral Science
The Prudential Insurance Company of America July 2015 - Present
The Prudential Insurance Company of America January 2015 - July 2015
Lauenstein & Associates October 2014 - April 2015
Investment Concepts, Inc. January 2012 - September 2014
Palms Bistro & Attebury's Pub March 2011 - January 2014
Northwestern Mutual Financial Network, Cornerstone Financial Group September 2010 - February 2011
KidZ08 LLC June 2009 - October 2009
Chart Industries August 2005 - April 2007
Skills
Marketing, Sales, Customer Service, Marketing Communications, Microsoft Office, Microsoft Excel, Social Media, Advertising, Strategic Planning, Marketing Strategy, Event Planning, Account Management, Social Media Marketing, Public Relations, Microsoft Word, Leadership, Spanish, Salesforce.com, Cold Calling, Market Research, iPhone, Compliance, Investments, Variable Annuities, Life & Health Insurance..., Adobe Creative Suite, Love to Cook, Certified Trainer, PowerPoint, Custom Remodeling, Painting, Recruiting, Graphic Design, B2B, Facebook, Social Networking, Online Marketing, Public Speaking, Event Management, Management, CRM, Newsletters, Communication, Press Releases
Education
Saint Mary's University of Minnesota 2007 — 2008
Masters International Business, Business, Trade, Spanish
University of Wisconsin-La Crosse 2002 — 2007
Organizational Communication, Public Relations, and International Studies, Business, Marketing, PR
Universitat d'Alacant 2006 — 2006
Bachelor of Arts (B.A.), Spanish Language Studies
Waukesha South HS
DC Broadcasting August 2015 - Present
Thomasville Area Chamber of Commerce June 2013 - August 2015
Childress Vineyards July 2011 - July 2012
Investment Concepts, Inc. January 2008 - May 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Customer Service, Accounts Receivable, Accounts Payable, QuickBooks, Payroll, Microsoft Office, Social Media, Bookkeeping, Leadership, Event Planning, Time Management, Marketing, Team Building
Education
College of Charleston
Bachelor of Science (BS), Business Administration and Management, General
Westside High School
Westside High School
Investment Concepts, Inc. November 2014 - August 2015
Buffington Homes/Capital Holdings August 2012 - December 2013
Driskill Hotel June 2011 - September 2012
Dunn It Out West September 2008 - October 2010
Flack Insurance Agency-Allstate October 2002 - December 2006
Skills
Event Planning, Human Resources, Office Administration, Customer Service, Hotels, Banquets, Organization, Hospitality Management, Food & Beverage, Hospitality Industry, Leadership
Education
Cal Poly San Luis Obispo 2005 — 2006
Bachelor's Degree, (BS) Finance with a minor in Economics, 3.44
De Anza College 2002 — 2004
Associate's Degree, Liberal Arts, 3.9
Essex Property Trust July 2002 - Present
Investment Concepts, Inc. March 2011 - March 2012
Skills
Property Management, Budgets, Management, Customer Service, Apartments, Real Estate, Sales, Rentals, Marketing, Leases, Residential Homes, Real Estate Development, Commercial Real Estate, Investment Properties, Real Estate Economics, Staff Development, CCRM
Education
Everett Community College 1996 — 1996
Interwest Capital October 2012 - Present
Investment Concepts, Inc. January 2011 - April 2012
Equity Residential August 2004 - February 2010
Professional Event Marketing January 2001 - September 2005
Skills
Property Management, Yardi, Apartments, Leases, Fair Housing, OneSite, MRI Software, Investment Properties, Asset Management, Due Diligence, LRO, Acquisitions, Student Housing, Yardi Property..., Renovation, Lease-ups, Resident Relations, Tenant Retention, Contract Negotiation, Lease Negotiations, Disposition, Real Estate Development, Real Estate, Lease Administration
Education
Arizona State University 1998 — 2003
Broadcast Journalism
Lee & Associates Commercial Real Estate Brokerage May 2013 - Present
Investment Concepts, Inc. March 1993 - January 2013
Skills
Strategic Planning, New Business Development, Small Business, Customer Service, Entrepreneurship, Risk Management, Leadership, Budgets, Estate Planning, Sales, Microsoft Excel, Finance, Marketing, Public Speaking, Marketing Strategy, Management, Microsoft Word, Social Media, Business Development, Training, Retirement Planning, Team Building, Strategic Financial..., Event Planning, Insurance, Investments, Public Relations, Operations Management, Real Estate, Advertising, Accounting, Start-ups, Microsoft Office, Sales Management, Contract Negotiation, Negotiation, Account Management, Leadership Development, Financial Analysis, Selling, Business Planning, Fundraising, Coaching
Education
Tomlinson College 1986 — 1989
Pastoral Studies/Counseling
Greenville Technical College
Business Administration and Management, General
Eukon Group Communications February 2014 - Present
Realty Benefit January 2009 - Present
Verizon Wireless May 2008 - February 2014
BCI Communications 2008 - 2008
Sprint 2004 - 2008
Cingular 1999 - 2008
TCG 1999 - 2004
Investment Concepts, Inc. 1984 - 1999
Skills
Ethics, Negotiation, Project Management, Property Management, Real Estate, Mergers, Cellular Communications, Wireless, Telecommunications, LTE, Vendor Management, Management, Selling, Residential Homes, Contract Negotiation, Commercial Real Estate, Sales, Account Management, Contract Management, Mergers & Acquisitions, Wireless Networking, Cross-functional Team..., Project Planning, Business Development, UMTS, Mobile Devices, Site Acquisition, 3G, New Business Development, Microwave, CDMA, Program Management, Customer Satisfaction, Team Building, 4G, Product Management, Networking, Strategic Planning, Leadership, Zoning, WiMAX, RF
Education
University of Northern Iowa 1967 — 1969
Argent Retail Advisors May 2011 - Present
NAI Capital December 2010 - May 2011
Investment Concepts, Inc. January 2010 - October 2010
Coreland Companies November 2007 - December 2009
Coldwell Banker Commercial / REP June 2004 - November 2007
Skills
Leases, Shopping Centers, Landlords, Lease Negotiations, Tenant
Education
University of California, Los Angeles