J.E. Robert Companies
Description
Founded: 1981 Subsidiaries: JER Partners L.L.C., Finestate & Robert, Jer Asia Corp
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J.E. Robert Companies Employees
Employee
Years
Job
Industry
Bob Fitts Bob Fitts's J.E. Robert Companies Experience 1993 - 1994
Job
Industry Venture Capital & Private Equity
Experience
Founder+Producer, SUP-X™: The StartUp Expo (sup-x.org, @thesupx) February 2015 - Present
President, Gold Coast Venture Capital Association June 2012 - Present
CEO, Trident Global, LLC April 2008 - Present
RWO Acquisitions 2005 - 2008
Prudential Real Estate Investors 2002 - 2005
Prudential Mortgage Capital Company 1997 - 2002
Archon Group 1993 - 1997
JE Robert Companies 1993 - 1994
R.W. Corby and Company 1991 - 1992
Kutak Rock 1989 - 1991
Skills
Leadership, Business Strategy, Entrepreneurship, Start-ups, Finance, Corporate Finance, Strategy, Marketing, Change Management, Operational..., Operational Improvement, Turn Around Management, Non-profit Leadership, Non-profit Board..., Business Planning, Marketing Strategy, Venture Capital, Business Development, Capital Markets, Process Improvement, Mergers & Acquisitions, Project Management, Management, Mergers, Acquisition Integration
Education
The Wharton School Mergers and Acquisitions Executive Education Program 2004 — 2004
Center for Creative Leadership Leadership Development Program 2001 — 2001
The George Washington University - School of Business 1990 — 1995
MBA
Washington and Lee University 1982 — 1987
BA
Founder+Producer, SUP-X™: The StartUp Expo (sup-x.org, @thesupx) February 2015 - Present
President, Gold Coast Venture Capital Association June 2012 - Present
CEO, Trident Global, LLC April 2008 - Present
RWO Acquisitions 2005 - 2008
Prudential Real Estate Investors 2002 - 2005
Prudential Mortgage Capital Company 1997 - 2002
Archon Group 1993 - 1997
JE Robert Companies 1993 - 1994
R.W. Corby and Company 1991 - 1992
Kutak Rock 1989 - 1991
Skills
Leadership, Business Strategy, Entrepreneurship, Start-ups, Finance, Corporate Finance, Strategy, Marketing, Change Management, Operational..., Operational Improvement, Turn Around Management, Non-profit Leadership, Non-profit Board..., Business Planning, Marketing Strategy, Venture Capital, Business Development, Capital Markets, Process Improvement, Mergers & Acquisitions, Project Management, Management, Mergers, Acquisition Integration
Education
The Wharton School Mergers and Acquisitions Executive Education Program 2004 — 2004
Center for Creative Leadership Leadership Development Program 2001 — 2001
The George Washington University - School of Business 1990 — 1995
MBA
Washington and Lee University 1982 — 1987
BA
Angela Dobrowsky Angela Dobrowsky's J.E. Robert Companies Experience July 1992 - January 1999
Job Asset Management Consultant for Silver Point Capital
Industry Investment Management
Experience
Silver Point Capital August 2007 - Present
Hudson Realty Capital, LLC June 2004 - August 2007
JER Partners/J.E. Robert Companies February 1999 - May 2004
JE Robert Companies July 1992 - January 1999
Skills
Workout, Real Estate, Due Diligence, Loans, Mortgage, Real Estate Investment, Asset Management, Condos, Valuation, Real Estate Finance, Real Estate Negotiation, Real Estate Transactions, Restructures, Short Sales, Real Estate Economics, Asset Managment, Disposition, Mortgage Lending, Investment Properties, Mergers & Acquisitions, Restructuring, Property, Dispositions
Education
New York University 1988 — 1990
MS, Real Estate Development and Investment
Silver Point Capital August 2007 - Present
Hudson Realty Capital, LLC June 2004 - August 2007
JER Partners/J.E. Robert Companies February 1999 - May 2004
JE Robert Companies July 1992 - January 1999
Skills
Workout, Real Estate, Due Diligence, Loans, Mortgage, Real Estate Investment, Asset Management, Condos, Valuation, Real Estate Finance, Real Estate Negotiation, Real Estate Transactions, Restructures, Short Sales, Real Estate Economics, Asset Managment, Disposition, Mortgage Lending, Investment Properties, Mergers & Acquisitions, Restructuring, Property, Dispositions
Education
New York University 1988 — 1990
MS, Real Estate Development and Investment
Cheryl Eskridge Cheryl Eskridge's J.E. Robert Companies Experience 2006 - 2008
Job Vice President at Prudential Asset Resources
Industry Financial Services
Experience
Prudential Asset Resources August 2013 - Present
C-III Asset Management LLC August 2011 - August 2013
J.E. Robert Companies 2006 - 2008
Prudential Asset Resources 2004 - 2006
Education
The University of Texas at Austin 1984 — 1988
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Prudential Asset Resources August 2013 - Present
C-III Asset Management LLC August 2011 - August 2013
J.E. Robert Companies 2006 - 2008
Prudential Asset Resources 2004 - 2006
Education
The University of Texas at Austin 1984 — 1988
Bachelor of Business Administration (BBA), Banking, Corporate, Finance, and Securities Law
Ali Clark's J.E. Robert Companies Experience July 2012 - November 2013
Job Executive Assistant at Ernst & Young
Industry Real Estate
Experience
EY November 2013 - Present
J.E. Robert Companies July 2012 - November 2013
J.E. Robert Companies August 2010 - July 2012
Sheraton August 2009 - July 2010
Skills
Property Management, Real Estate Development, Asset Management, Investment Properties, Commercial Real Estate, Real Estate, Real Estate Transactions, Due Diligence, Valuation, Project Management, Sales, Microsoft Office, Event Planning
Education
Indiana University Bloomington 2005 — 2009
Bachelors, Tourism Management
EY November 2013 - Present
J.E. Robert Companies July 2012 - November 2013
J.E. Robert Companies August 2010 - July 2012
Sheraton August 2009 - July 2010
Skills
Property Management, Real Estate Development, Asset Management, Investment Properties, Commercial Real Estate, Real Estate, Real Estate Transactions, Due Diligence, Valuation, Project Management, Sales, Microsoft Office, Event Planning
Education
Indiana University Bloomington 2005 — 2009
Bachelors, Tourism Management
Maria Cusano Maria Cusano's J.E. Robert Companies Experience 1996 - 1999
Job Compliance Officer at Guilford Savings Bank
Industry Financial Services
Experience
Guilford Savings Bank March 2013 - Present
Higher One July 2011 - March 2013
NewAlliance Bank 2006 - April 2011
NewAlliance Bank 2002 - 2006
NewAlliance Bank 1999 - 2002
J.E. Robert Companies 1996 - 1999
Verna Properties 1993 - 1996
New Haven Savings Bank 1992 - 1993
New Haven Savings Bank 1989 - 1992
Skills
Adobe Professional, SQL, Monarch, Hyperion, Process Improvement, Hyperion Enterprise, Banking, OFAC, Bank Secrecy Act, Internal Audit, Financial Risk, Internal Controls, Loans, Financial Services, Management, Enterprise Risk..., Fraud, Operational Risk..., USA PATRIOT Act, Risk Assessment, Mortgage Lending, Mergers, Access, Vendor Management, Business Analysis, KYC, Risk Management, Anti Money Laundering
Education
Southern Connecticut State University 1988 — 1992
B.S. Business Administration, Accounting Major
Guilford Savings Bank March 2013 - Present
Higher One July 2011 - March 2013
NewAlliance Bank 2006 - April 2011
NewAlliance Bank 2002 - 2006
NewAlliance Bank 1999 - 2002
J.E. Robert Companies 1996 - 1999
Verna Properties 1993 - 1996
New Haven Savings Bank 1992 - 1993
New Haven Savings Bank 1989 - 1992
Skills
Adobe Professional, SQL, Monarch, Hyperion, Process Improvement, Hyperion Enterprise, Banking, OFAC, Bank Secrecy Act, Internal Audit, Financial Risk, Internal Controls, Loans, Financial Services, Management, Enterprise Risk..., Fraud, Operational Risk..., USA PATRIOT Act, Risk Assessment, Mortgage Lending, Mergers, Access, Vendor Management, Business Analysis, KYC, Risk Management, Anti Money Laundering
Education
Southern Connecticut State University 1988 — 1992
B.S. Business Administration, Accounting Major
Jeff Giller Jeff Giller's J.E. Robert Companies Experience 1993 - 2000
Job Partner, Head of Real Estate at StepStone Group Real Estate
Industry Real Estate
Experience
StepStone Group Real Estate June 2014 - Present
Clairvue Capital Partners April 2010 - Present
Liquid Realty Partners September 2005 - October 2009
Somera Capital Management 2002 - 2005
JE Robert Companies 1993 - 2000
Education
University of California, Berkeley
Bachelor's Degree
University of Virginia - Darden Graduate School of Business Administration
MBA
StepStone Group Real Estate June 2014 - Present
Clairvue Capital Partners April 2010 - Present
Liquid Realty Partners September 2005 - October 2009
Somera Capital Management 2002 - 2005
JE Robert Companies 1993 - 2000
Education
University of California, Berkeley
Bachelor's Degree
University of Virginia - Darden Graduate School of Business Administration
MBA
Benjamin Major Benjamin Major's J.E. Robert Companies Experience June 2006 - August 2011
Job CRE Asset Management Professional
Industry Real Estate
Experience
NorthStar Realty Finance November 2014 - Present
Trinity Interests, Inc. January 2013 - November 2014
C-III Asset Management LLC August 2011 - January 2013
J.E. Robert Companies June 2006 - August 2011
JJ Battaglia Real Estate January 2005 - May 2006
Early Job Experience 1998 - 2004
Skills
Asset Managment, CMBS, Real Estate Transactions, Disposition, Real Estate Economics, Real Estate, Property Management, Real Estate Negotiating, Asset Management, Corporate Real Estate, Acquisitions, Loans, Investments, Financial Modeling, Portfolio Management, Real Estate Financing, Real Estate Development, Property, Commercial Real Estate
Education
NAIOP 2014 — 2015
Certificate, Advanced Study in Commercial Real Estate Development and Finance, Candidate
University of Alabama at Birmingham 2013 — 2014
Master of Engineering (M.Eng.), Construction Management, 4.0
University of North Texas 2003 — 2006
Bachelor of Business Administration (BBA), Real Estate, 3.5 Overall / 3.9 Real Estate
NorthStar Realty Finance November 2014 - Present
Trinity Interests, Inc. January 2013 - November 2014
C-III Asset Management LLC August 2011 - January 2013
J.E. Robert Companies June 2006 - August 2011
JJ Battaglia Real Estate January 2005 - May 2006
Early Job Experience 1998 - 2004
Skills
Asset Managment, CMBS, Real Estate Transactions, Disposition, Real Estate Economics, Real Estate, Property Management, Real Estate Negotiating, Asset Management, Corporate Real Estate, Acquisitions, Loans, Investments, Financial Modeling, Portfolio Management, Real Estate Financing, Real Estate Development, Property, Commercial Real Estate
Education
NAIOP 2014 — 2015
Certificate, Advanced Study in Commercial Real Estate Development and Finance, Candidate
University of Alabama at Birmingham 2013 — 2014
Master of Engineering (M.Eng.), Construction Management, 4.0
University of North Texas 2003 — 2006
Bachelor of Business Administration (BBA), Real Estate, 3.5 Overall / 3.9 Real Estate
Sara Lacombe Sara Lacombe's J.E. Robert Companies Experience 2006 - 2009
Job Chief Culture Officer at Navigation Arts
Industry Internet
Experience
Navigation Arts 2012 - Present
DreamBigHR, LLC 2009 - Present
Futron Corporation 2010 - 2012
J.E. Robert Companies 2006 - 2009
FTI Consulting 2005 - 2006
Merrill Lynch 1994 - 2005
Accenture 1996 - 1997
Lehman Brothers 1991 - 1994
Citi 1989 - 1991
Skills
Talent Management, Performance Management, Talent Acquisition, Mergers, Employee Relations, Succession Planning, Organizational..., Strategic Planning, Risk Management, Change Management, Project Management, Business Strategy, Program Management, Recruiting, Coaching, Strategy, Management Consulting, Leadership Development
Education
Georgetown University
Certificate, Leadership Coaching
Harvard Executive Education
Strategy and Finance
Hobart and William Smith Colleges
B.A., History
Navigation Arts 2012 - Present
DreamBigHR, LLC 2009 - Present
Futron Corporation 2010 - 2012
J.E. Robert Companies 2006 - 2009
FTI Consulting 2005 - 2006
Merrill Lynch 1994 - 2005
Accenture 1996 - 1997
Lehman Brothers 1991 - 1994
Citi 1989 - 1991
Skills
Talent Management, Performance Management, Talent Acquisition, Mergers, Employee Relations, Succession Planning, Organizational..., Strategic Planning, Risk Management, Change Management, Project Management, Business Strategy, Program Management, Recruiting, Coaching, Strategy, Management Consulting, Leadership Development
Education
Georgetown University
Certificate, Leadership Coaching
Harvard Executive Education
Strategy and Finance
Hobart and William Smith Colleges
B.A., History
Amy Lund Amy Lund's J.E. Robert Companies Experience 1993 - 1996
Job Director of Administration, Thermex Thermatron, LP
Industry Machinery
Experience
Thermex Thermatron, LP 2007 - Present
J.E. Robert Companies 1993 - 1996
Riggs Bank 1988 - 1993
Skills
Strategic Planning, Process Improvement, Human Resources, Customer Service, Team Building, Employee Benefits
Education
Bowling Green State University
Thermex Thermatron, LP 2007 - Present
J.E. Robert Companies 1993 - 1996
Riggs Bank 1988 - 1993
Skills
Strategic Planning, Process Improvement, Human Resources, Customer Service, Team Building, Employee Benefits
Education
Bowling Green State University
Mujahida Chenzaie, MBA, CDFM Mujahida Chenzaie, MBA, CDFM's J.E. Robert Companies Experience August 2006 - November 2009
Job Associate at KForce Government Services (KGS)
Industry Management Consulting
Experience
KForce Government Services (KGS) November 2012 - Present
Deloitte June 2012 - November 2012
KGS (Kforce Government Solutions) 2010 - 2011
J.E. ROBERT COMPANIES August 2006 - November 2009
BearingPoint June 2005 - August 2006
Skills
Compliance, FISMA, OMB A-123, Business Process..., Financial Analysis, Business Analysis, Business Development, Microsoft Excel, Governance, Leadership, Microsoft Office, PowerPoint, Quality Assurance, Problem Solving, Security Clearance, Change Management, SOX Compliancy, Enterprise Risk..., Budget Process, Internal Audit, Internal Controls
Education
The Johns Hopkins University - Carey Business School 2010 — 2012
Master of Business Administration (M.B.A.)
George Mason University - School of Management 2001 — 2005
Bachelor of Science (B.S.), Finance, General
KForce Government Services (KGS) November 2012 - Present
Deloitte June 2012 - November 2012
KGS (Kforce Government Solutions) 2010 - 2011
J.E. ROBERT COMPANIES August 2006 - November 2009
BearingPoint June 2005 - August 2006
Skills
Compliance, FISMA, OMB A-123, Business Process..., Financial Analysis, Business Analysis, Business Development, Microsoft Excel, Governance, Leadership, Microsoft Office, PowerPoint, Quality Assurance, Problem Solving, Security Clearance, Change Management, SOX Compliancy, Enterprise Risk..., Budget Process, Internal Audit, Internal Controls
Education
The Johns Hopkins University - Carey Business School 2010 — 2012
Master of Business Administration (M.B.A.)
George Mason University - School of Management 2001 — 2005
Bachelor of Science (B.S.), Finance, General
Matthew Petersen's J.E. Robert Companies Experience July 2003 - July 2006
Job Testifying Expert and Manager at Regulatory Economics Group, LLC
Industry Oil & Energy
Experience
Regulatory Economics Group, LLC July 2006 - Present
J.E. Robert Companies July 2003 - July 2006
Fitzgerald & Co., CPAs August 2001 - June 2003
Arthur Andersen LLP January 2000 - July 2001
Brigham Young University September 1997 - December 1999
Skills
Expert Witness, Valuation, Financial Analysis, Financial Reporting, Accounting, Litigation Support, Public Speaking, Strategy, Business Planning, US GAAP, Petroleum, Depreciation Studies, Regulatory Compliance, Financial Modeling, MLP, Energy, Mergers & Acquisitions, Auditing, Analysis, Economics, General Ledger, Energy Industry, Budgets, Microsoft Excel, Internal Controls, Management Consulting, Business Strategy, Strategic Planning, Due Diligence, SEC filings, Competitive Analysis, Corporate Finance, Leadership, Mentoring, Report Writing, Tax Assessment, Construction Finance, Cost Of Service Studies, Regulatory Policy, GAAP, Management, Finance, Downstream Oil & Gas
Education
George Mason University 2003 — 2007
M.A., Economics
Brigham Young University 1995 — 1999
B.S., Accounting
Regulatory Economics Group, LLC July 2006 - Present
J.E. Robert Companies July 2003 - July 2006
Fitzgerald & Co., CPAs August 2001 - June 2003
Arthur Andersen LLP January 2000 - July 2001
Brigham Young University September 1997 - December 1999
Skills
Expert Witness, Valuation, Financial Analysis, Financial Reporting, Accounting, Litigation Support, Public Speaking, Strategy, Business Planning, US GAAP, Petroleum, Depreciation Studies, Regulatory Compliance, Financial Modeling, MLP, Energy, Mergers & Acquisitions, Auditing, Analysis, Economics, General Ledger, Energy Industry, Budgets, Microsoft Excel, Internal Controls, Management Consulting, Business Strategy, Strategic Planning, Due Diligence, SEC filings, Competitive Analysis, Corporate Finance, Leadership, Mentoring, Report Writing, Tax Assessment, Construction Finance, Cost Of Service Studies, Regulatory Policy, GAAP, Management, Finance, Downstream Oil & Gas
Education
George Mason University 2003 — 2007
M.A., Economics
Brigham Young University 1995 — 1999
B.S., Accounting
Andy Austin, MBA Andy Austin, MBA's J.E. Robert Companies Experience April 2003 - February 2008
Job Director of Accounting & Finance at Black Oak Associates
Industry Financial Services
Experience
Black Oak Associates April 2012 - Present
Seneca One Finance February 2011 - November 2011
Municipal Mortgage & Equity, LLC (MuniMae) February 2008 - February 2011
J.E. Robert Companies April 2003 - February 2008
Grant Thornton, LLP May 2002 - April 2003
Arthur Andersen, LLP April 2000 - May 2002
TBT Enterprises, Inc March 1999 - April 2000
Valentine & Company July 1998 - March 1999
Skills
Operational Due..., Business Valuation, Capital Markets, Operations Management, Budget Development, Strategic Planning, Business Strategy, Change Management, KPI, Board Reporting, Financial Analysis, Financial Modeling, Financial Reporting, Operations Research, Process Improvement, Due Diligence, Corporate Finance, Risk Management, Forecasting, Mergers & Acquisitions, Key Performance..., Accounting, Analysis, Valuation, Budgets, Investments, Strategic Financial..., Cash Flow, General Ledger, SEC filings, Portfolio Management, Management, Business Development, Strategy, Managerial Finance, Asset Management, Cross-functional Team..., Finance, Recruiting, Microsoft Office
Education
The Johns Hopkins University - Carey Business School 2005 — 2010
MBA, Finance
Elon University 1994 — 1998
BS, Business Admin, Finance
Elon University 1994 — 1998
BS, Economics
Black Oak Associates April 2012 - Present
Seneca One Finance February 2011 - November 2011
Municipal Mortgage & Equity, LLC (MuniMae) February 2008 - February 2011
J.E. Robert Companies April 2003 - February 2008
Grant Thornton, LLP May 2002 - April 2003
Arthur Andersen, LLP April 2000 - May 2002
TBT Enterprises, Inc March 1999 - April 2000
Valentine & Company July 1998 - March 1999
Skills
Operational Due..., Business Valuation, Capital Markets, Operations Management, Budget Development, Strategic Planning, Business Strategy, Change Management, KPI, Board Reporting, Financial Analysis, Financial Modeling, Financial Reporting, Operations Research, Process Improvement, Due Diligence, Corporate Finance, Risk Management, Forecasting, Mergers & Acquisitions, Key Performance..., Accounting, Analysis, Valuation, Budgets, Investments, Strategic Financial..., Cash Flow, General Ledger, SEC filings, Portfolio Management, Management, Business Development, Strategy, Managerial Finance, Asset Management, Cross-functional Team..., Finance, Recruiting, Microsoft Office
Education
The Johns Hopkins University - Carey Business School 2005 — 2010
MBA, Finance
Elon University 1994 — 1998
BS, Business Admin, Finance
Elon University 1994 — 1998
BS, Economics
Jonathan Grossman Jonathan Grossman's J.E. Robert Companies Experience 1993 - 1996
Job Director
Industry Real Estate
Experience
LS CAPITAL Inc. August 2013 - Present
JAG Consulting November 2011 - August 2013
Stabilis Capital Management August 2010 - October 2011
Jonathan A. Grossman 2009 - 2010
Countrywide Securities Corporation 2006 - 2008
GMAC Commercial Mortgage 2002 - 2005
Archon Group 1996 - 2002
JE Robert Companies 1993 - 1996
Skills
Asset Management, Due Diligence, Disposition, Portfolio Management, Credit, Real Estate Economics, Investments, Finance, Mergers & Acquisitions, Capital Markets, Loans, Real Estate, Financial Analysis, Commercial Real Estate, Investment Banking, Valuation, Dispositions
Education
California State University-Northridge 1980 — 1985
BS, Finance/Real Estate
California State University-Northridge
Bachelor's Degree of Science, Business Administration - Finance and Real Estate
San Diego State University-California State University
Bachelor of Science (B.S.), Finance
LS CAPITAL Inc. August 2013 - Present
JAG Consulting November 2011 - August 2013
Stabilis Capital Management August 2010 - October 2011
Jonathan A. Grossman 2009 - 2010
Countrywide Securities Corporation 2006 - 2008
GMAC Commercial Mortgage 2002 - 2005
Archon Group 1996 - 2002
JE Robert Companies 1993 - 1996
Skills
Asset Management, Due Diligence, Disposition, Portfolio Management, Credit, Real Estate Economics, Investments, Finance, Mergers & Acquisitions, Capital Markets, Loans, Real Estate, Financial Analysis, Commercial Real Estate, Investment Banking, Valuation, Dispositions
Education
California State University-Northridge 1980 — 1985
BS, Finance/Real Estate
California State University-Northridge
Bachelor's Degree of Science, Business Administration - Finance and Real Estate
San Diego State University-California State University
Bachelor of Science (B.S.), Finance
Pete Clancy Pete Clancy's J.E. Robert Companies Experience 1992 - 1996
Job Regional Sales Manager, VP at Berkshire Bank
Industry Financial Services
Experience
Berkshire Bank January 2014 - Present
TD Bank USA May 2011 - January 2014
TD Bank USA February 2010 - April 2011
FootBridge Home Energy Advisors, LLC February 2008 - February 2010
Clancy Home Loans February 2008 - July 2009
Barton Mortgage Corporation March 2006 - February 2008
Bangor Savings Bank May 2005 - February 2006
TD Banknorth February 1999 - May 2005
The Logan Group January 1996 - January 1999
JE Robert Companies 1992 - 1996
Skills
Mortgage Lending, Loans, Mortgage Banking, Residential Mortgages, Commercial Lending, Credit, Refinance, Underwriting, Banking, FHA, Loan Origination, Credit Analysis, Investment Properties, Investments, First Time Home Buyers, VA loans
Education
Fordham University 1983 — 1987
BA, Economics
Berkshire Bank January 2014 - Present
TD Bank USA May 2011 - January 2014
TD Bank USA February 2010 - April 2011
FootBridge Home Energy Advisors, LLC February 2008 - February 2010
Clancy Home Loans February 2008 - July 2009
Barton Mortgage Corporation March 2006 - February 2008
Bangor Savings Bank May 2005 - February 2006
TD Banknorth February 1999 - May 2005
The Logan Group January 1996 - January 1999
JE Robert Companies 1992 - 1996
Skills
Mortgage Lending, Loans, Mortgage Banking, Residential Mortgages, Commercial Lending, Credit, Refinance, Underwriting, Banking, FHA, Loan Origination, Credit Analysis, Investment Properties, Investments, First Time Home Buyers, VA loans
Education
Fordham University 1983 — 1987
BA, Economics
Michael Cocanougher Michael Cocanougher's J.E. Robert Companies Experience 2005 - 2011
Job Senior Vice President at PlainsCapital Bank
Industry Commercial Real Estate
Experience
PlainsCapital Bank 2014 - Present
C-III Asset Management LLC 2011 - 2013
J.E. Robert Companies 2005 - 2011
Bank of America 2004 - 2005
BNY Asset Solutions, a subsidiary of The Bank of New York 2000 - 2004
J.E. Robert Companies 1992 - 2000
Early Career Experience 1981 - 1992
Skills
CMBS, Commercial Real Estate, Commercial Mortgages, Special Servicing, Distressed Debt, Distressed Loan..., Litigation Management, Project Management, Real Estate
Education
Texas Tech University
Bachelor of Business Administration (BBA), Accounting
The University of Texas at Austin
Master in Professional Accounting (MPA), Federal Taxation
PlainsCapital Bank 2014 - Present
C-III Asset Management LLC 2011 - 2013
J.E. Robert Companies 2005 - 2011
Bank of America 2004 - 2005
BNY Asset Solutions, a subsidiary of The Bank of New York 2000 - 2004
J.E. Robert Companies 1992 - 2000
Early Career Experience 1981 - 1992
Skills
CMBS, Commercial Real Estate, Commercial Mortgages, Special Servicing, Distressed Debt, Distressed Loan..., Litigation Management, Project Management, Real Estate
Education
Texas Tech University
Bachelor of Business Administration (BBA), Accounting
The University of Texas at Austin
Master in Professional Accounting (MPA), Federal Taxation
Patrick Crandall Patrick Crandall's J.E. Robert Companies Experience August 1995 - January 1999
Job Head of Lending at Sabal Financial Group LP
Industry Real Estate
Experience
Sabal Financial Group LP June 2013 - Present
Cushman & Wakefield October 2011 - June 2013
CIBC World markets June 2008 - October 2010
iStar Financial Inc. July 2007 - June 2008
Fremont Investment & Loan 1999 - 2007
JE Robert Companies August 1995 - January 1999
Cushman & Wakefield June 1991 - May 1995
Skills
Real Estate Economics, Real Estate, Investment Banking, Commercial Real Estate, Equities, Asset Management, Finance, Investments, Due Diligence, Asset Managment, Mergers & Acquisitions, Investment Properties, Loan Origination, Real Estate Development, Credit, Real Estate Financing, Loans, Disposition, Investors, Underwriting, Banking, Real Estate Transactions, Brokerage, Valuation, Acquisitions, Property Management, Negotiation, Management, Mortgage Lending, Risk Management, Commercial Lending, Financial Analysis, Appraisals, Property
Education
California State University-Fullerton 1982 — 1986
BA, Communications
Sabal Financial Group LP June 2013 - Present
Cushman & Wakefield October 2011 - June 2013
CIBC World markets June 2008 - October 2010
iStar Financial Inc. July 2007 - June 2008
Fremont Investment & Loan 1999 - 2007
JE Robert Companies August 1995 - January 1999
Cushman & Wakefield June 1991 - May 1995
Skills
Real Estate Economics, Real Estate, Investment Banking, Commercial Real Estate, Equities, Asset Management, Finance, Investments, Due Diligence, Asset Managment, Mergers & Acquisitions, Investment Properties, Loan Origination, Real Estate Development, Credit, Real Estate Financing, Loans, Disposition, Investors, Underwriting, Banking, Real Estate Transactions, Brokerage, Valuation, Acquisitions, Property Management, Negotiation, Management, Mortgage Lending, Risk Management, Commercial Lending, Financial Analysis, Appraisals, Property
Education
California State University-Fullerton 1982 — 1986
BA, Communications
Lisa Darak-Druck Lisa Darak-Druck's J.E. Robert Companies Experience July 1998 - May 2006
Job IT Business Analyst II at IDEXX Laboratories
Industry Veterinary
Experience
IDEXX Laboratories May 2011 - Present
IDEXX Laboratories June 2008 - May 2011
IDEXX Laboratories May 2006 - June 2008
J.E. Robert Companies July 1998 - May 2006
Skills
Business Relationship..., Software Project..., Business Analysis, #HRTechConf, Process Improvement, HRIS, Visio, SDLC, Human Resources, ADP Payroll, Business Process..., Payroll, Training, Vendor Management, Software Documentation, Talent Management, Requirements Analysis, SharePoint, Change Management, Cross-functional Team..., Team Leadership, Data Analysis
Education
Middlebury College 1988 — 1992
BA, Women's Studies, Religion, German
IDEXX Laboratories May 2011 - Present
IDEXX Laboratories June 2008 - May 2011
IDEXX Laboratories May 2006 - June 2008
J.E. Robert Companies July 1998 - May 2006
Skills
Business Relationship..., Software Project..., Business Analysis, #HRTechConf, Process Improvement, HRIS, Visio, SDLC, Human Resources, ADP Payroll, Business Process..., Payroll, Training, Vendor Management, Software Documentation, Talent Management, Requirements Analysis, SharePoint, Change Management, Cross-functional Team..., Team Leadership, Data Analysis
Education
Middlebury College 1988 — 1992
BA, Women's Studies, Religion, German
Kristina Staples Kristina Staples's J.E. Robert Companies Experience 2008 - 2011
Job Managing Director at ACA Compliance Group
Industry Financial Services
Experience
ACA Compliance Group June 2011 - Present
J.E. Robert Companies 2008 - 2011
ACA Compliance Group 2004 - 2008
Washington State Department of Financial Institutions 2001 - 2004
US Securities and Exchange Commission 2000 - 2001
Washington State Department of Financial Institutions 1998 - 2000
Foreman, Arch Dodge and Volyn 1996 - 1998
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 1994 - 1995
City of Spokane 1991 - 1994
Merrill Lynch 1989 - 1991
Skills
Securities Regulation, Hedge Funds, Securities, SEC, Series 7, Alternative Investments, Derivatives, Finance, Investment Advisory, Private Equity, Regulatory Examinations
Education
The London School of Economics and Political Science (LSE) 1994 — 1995
LLM, Corporate Finance and Banking
Gonzaga University School of Law 1991 — 1994
JD, Tax Law
University of Washington 1981 — 1983
BA, Business Administration
ACA Compliance Group June 2011 - Present
J.E. Robert Companies 2008 - 2011
ACA Compliance Group 2004 - 2008
Washington State Department of Financial Institutions 2001 - 2004
US Securities and Exchange Commission 2000 - 2001
Washington State Department of Financial Institutions 1998 - 2000
Foreman, Arch Dodge and Volyn 1996 - 1998
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 1994 - 1995
City of Spokane 1991 - 1994
Merrill Lynch 1989 - 1991
Skills
Securities Regulation, Hedge Funds, Securities, SEC, Series 7, Alternative Investments, Derivatives, Finance, Investment Advisory, Private Equity, Regulatory Examinations
Education
The London School of Economics and Political Science (LSE) 1994 — 1995
LLM, Corporate Finance and Banking
Gonzaga University School of Law 1991 — 1994
JD, Tax Law
University of Washington 1981 — 1983
BA, Business Administration
Edward Rosenthal Edward Rosenthal's J.E. Robert Companies Experience 2005 - 2007
Job Director of Finance at Aetna
Industry Financial Services
Experience
Aetna May 2012 - Present
Aetna December 2011 - May 2012
Clayton Holdings 2009 - 2010
Clayton Holdings 2007 - 2009
J.E. Robert Companies 2005 - 2007
JER Revenue Services, LLC 1999 - 2005
JER Revenue Services, LLC 1996 - December 1999
J.E. Robert Company of New England 1992 - 1996
Central Bank Meriden, CT 1989 - 1991
Northeast Savings 1986 - 1989
Skills
Financial Analysis, IT Financial Management, IT Management, Process Improvement, Financial Reporting, Visual Basic, Access, Financial Accounting, IT Solutions, Operating Budgets, Internal Controls, Finance, Budgets, Forecasting, Accounting, KPI Dashboards, Databases, SQL, Microsoft SQL Server, Project Management, Cross-functional Team..., Strategy, Leadership, Strategic Planning, Analysis, Vendor Management, Management, Integration, Start-ups, Project Planning, Software Development, Business Process
Education
University of New Haven 1994 — 1999
MS, Computer Science
University of Connecticut 1985 — 1989
MBA
University of Connecticut 1980 — 1984
BS, Accounting
Fairfield University
Software Engineering
Aetna May 2012 - Present
Aetna December 2011 - May 2012
Clayton Holdings 2009 - 2010
Clayton Holdings 2007 - 2009
J.E. Robert Companies 2005 - 2007
JER Revenue Services, LLC 1999 - 2005
JER Revenue Services, LLC 1996 - December 1999
J.E. Robert Company of New England 1992 - 1996
Central Bank Meriden, CT 1989 - 1991
Northeast Savings 1986 - 1989
Skills
Financial Analysis, IT Financial Management, IT Management, Process Improvement, Financial Reporting, Visual Basic, Access, Financial Accounting, IT Solutions, Operating Budgets, Internal Controls, Finance, Budgets, Forecasting, Accounting, KPI Dashboards, Databases, SQL, Microsoft SQL Server, Project Management, Cross-functional Team..., Strategy, Leadership, Strategic Planning, Analysis, Vendor Management, Management, Integration, Start-ups, Project Planning, Software Development, Business Process
Education
University of New Haven 1994 — 1999
MS, Computer Science
University of Connecticut 1985 — 1989
MBA
University of Connecticut 1980 — 1984
BS, Accounting
Fairfield University
Software Engineering
David Kay David Kay's J.E. Robert Companies Experience May 2002 - March 2004
Job Experienced Finance Executive with Accounting, Risk Management and Business Transformation Expertise
Industry Management Consulting
Experience
CrossCountry Consulting March 2011 - Present
Municpal Mortgage & Equity (MMA) November 2007 - March 2011
Navigant September 2004 - November 2007
J.E. Robert Companies May 2002 - March 2004
Arthur Andersen July 1979 - May 2002
Skills
Accounting, Internal Controls, SEC filings, Finance, Due Diligence, Sarbanes-Oxley Act, Auditing, Risk Management, Business Process..., Corporate Finance, Forecasting, Policy, GAAP, Cash Flow, Internal Audit, Sarbanes-Oxley, Management Consulting, Cash Management, Budgets, US GAAP, Tax, Financial Statements, Treasury, Financial Modeling, Financial Reporting, Financial Accounting, Financial Analysis, CPA, Consolidation, Valuation, Revenue Recognition, Enterprise Risk..., IFRS, SEC Filings
Education
Southern Methodist University 1975 — 1979
BS - Business, Accounting
CrossCountry Consulting March 2011 - Present
Municpal Mortgage & Equity (MMA) November 2007 - March 2011
Navigant September 2004 - November 2007
J.E. Robert Companies May 2002 - March 2004
Arthur Andersen July 1979 - May 2002
Skills
Accounting, Internal Controls, SEC filings, Finance, Due Diligence, Sarbanes-Oxley Act, Auditing, Risk Management, Business Process..., Corporate Finance, Forecasting, Policy, GAAP, Cash Flow, Internal Audit, Sarbanes-Oxley, Management Consulting, Cash Management, Budgets, US GAAP, Tax, Financial Statements, Treasury, Financial Modeling, Financial Reporting, Financial Accounting, Financial Analysis, CPA, Consolidation, Valuation, Revenue Recognition, Enterprise Risk..., IFRS, SEC Filings
Education
Southern Methodist University 1975 — 1979
BS - Business, Accounting
Keith Nickles Keith Nickles's J.E. Robert Companies Experience October 2008 - March 2011
Job President, N2 Solutions LLC
Industry Aviation & Aerospace
Experience
N2 Solutions, LLC August 2012 - Present
Blue City Holdings June 2013 - July 2014
Cooper Industries Ltd. October 2011 - January 2013
J.E. Robert Companies October 2008 - March 2011
ConocoPhillips April 2007 - October 2008
BellSouth Corporate Aviation and Travel Services September 2005 - May 2007
United States Air Force June 2003 - May 2005
Skills
Leadership Development, Building High..., Unified Communications, Team Building, Change Management, Aircraft, Aerospace, Aviation, Flights, Safety Management..., Flight Safety, Military, Operations Management, Security Clearance, Program Management, Transportation, Leadership, DoD, Process Scheduler, Defense, Charter, Airports, Flight Planning, High Performance Teams, Project Planning, Air Force, Piloting, Avionics, Commercial Aviation, Business Development, Aviation Security, Military Operations, Command, Aircraft Maintenance, Airlines, Civil Aviation, Airworthiness, Military Experience, Business Aviation, Government Contracting, Operational Planning, Aeronautics, Logistics, Emergency Management, Maintenance & Repair, Organizational..., Process Improvement, Human Factors, Information Assurance, National Security
Education
U.S. Air Force Institute of Technology 1994 — 1996
MAS, Transportation Management
Embry-Riddle Aeronautical University 1992 — 1994
MAS, Aerospace Management
East Carolina University 1981 — 1985
BA, Mathematics
N2 Solutions, LLC August 2012 - Present
Blue City Holdings June 2013 - July 2014
Cooper Industries Ltd. October 2011 - January 2013
J.E. Robert Companies October 2008 - March 2011
ConocoPhillips April 2007 - October 2008
BellSouth Corporate Aviation and Travel Services September 2005 - May 2007
United States Air Force June 2003 - May 2005
Skills
Leadership Development, Building High..., Unified Communications, Team Building, Change Management, Aircraft, Aerospace, Aviation, Flights, Safety Management..., Flight Safety, Military, Operations Management, Security Clearance, Program Management, Transportation, Leadership, DoD, Process Scheduler, Defense, Charter, Airports, Flight Planning, High Performance Teams, Project Planning, Air Force, Piloting, Avionics, Commercial Aviation, Business Development, Aviation Security, Military Operations, Command, Aircraft Maintenance, Airlines, Civil Aviation, Airworthiness, Military Experience, Business Aviation, Government Contracting, Operational Planning, Aeronautics, Logistics, Emergency Management, Maintenance & Repair, Organizational..., Process Improvement, Human Factors, Information Assurance, National Security
Education
U.S. Air Force Institute of Technology 1994 — 1996
MAS, Transportation Management
Embry-Riddle Aeronautical University 1992 — 1994
MAS, Aerospace Management
East Carolina University 1981 — 1985
BA, Mathematics
Gretchen Kittel Gretchen Kittel's J.E. Robert Companies Experience 2007 - 2009
Job Supervisory Financial Analyst at U.S. Small Business Administration
Industry Investment Management
Experience
U.S. Small Business Administration Investment Office December 2012 - Present
U.S. Small Business Administration Investment Office October 2010 - November 2012
J.E. Robert Companies 2007 - 2009
Amper Investment Banking 2004 - 2007
Datatec Systems, Inc. 2001 - 2004
Aptegrity, Inc. 1999 - 2001
J.P. Morgan 1991 - 2000
Skills
Mergers, Investments, Financial Analysis, Valuation, Private Equity, Financial Modeling, Venture Capital, Strategic Planning, Portfolio Management, Investment Banking, Equities, Capital Markets, Due Diligence, Risk Management, Corporate Finance, Business Strategy, Alternative Investments, Financial Reporting, Start-ups, Investor Relations, Securities, Finance, Emerging Markets, Asset Management, Strategy
Education
Yale University - Yale School of Management 1990 — 1992
MBA, MPPM, Finance, with distinction
Loyola University Maryland 1980 — 1985
B.A., Economics, summa cum laude
U.S. Small Business Administration Investment Office December 2012 - Present
U.S. Small Business Administration Investment Office October 2010 - November 2012
J.E. Robert Companies 2007 - 2009
Amper Investment Banking 2004 - 2007
Datatec Systems, Inc. 2001 - 2004
Aptegrity, Inc. 1999 - 2001
J.P. Morgan 1991 - 2000
Skills
Mergers, Investments, Financial Analysis, Valuation, Private Equity, Financial Modeling, Venture Capital, Strategic Planning, Portfolio Management, Investment Banking, Equities, Capital Markets, Due Diligence, Risk Management, Corporate Finance, Business Strategy, Alternative Investments, Financial Reporting, Start-ups, Investor Relations, Securities, Finance, Emerging Markets, Asset Management, Strategy
Education
Yale University - Yale School of Management 1990 — 1992
MBA, MPPM, Finance, with distinction
Loyola University Maryland 1980 — 1985
B.A., Economics, summa cum laude
Nicole Fitzgerald Nicole Fitzgerald's J.E. Robert Companies Experience May 2001 - September 2006
Job Recruitment Coordinator at Quinnipiac University
Industry Higher Education
Experience
Quinnipiac University April 2012 - Present
Quinnipiac University September 2006 - April 2012
J.E. Robert Companies May 2001 - September 2006
Skills
Recruiting, Applicant Tracking..., Human Resources, iCIMS, Faculty Relations, Onboarding, Customer Service, Microsoft Office, Outlook, Data Entry, Organization, Microsoft Excel, Microsoft Word, Kronos, Datatel, Event Planning
Education
Southern Connecticut State University
Quinnipiac University April 2012 - Present
Quinnipiac University September 2006 - April 2012
J.E. Robert Companies May 2001 - September 2006
Skills
Recruiting, Applicant Tracking..., Human Resources, iCIMS, Faculty Relations, Onboarding, Customer Service, Microsoft Office, Outlook, Data Entry, Organization, Microsoft Excel, Microsoft Word, Kronos, Datatel, Event Planning
Education
Southern Connecticut State University
Joy Godette Joy Godette's J.E. Robert Companies Experience September 2003 - December 2006
Job Payroll Accountant at Avalere Health
Industry Real Estate
Experience
Avalere Health July 2012 - Present
Hanley Wood January 2007 - May 2012
J.E. Robert Companies September 2003 - December 2006
Skills
Excel, ADP, Ceridian, KTBS, Microsoft Office, ADP Payroll, Payroll, Human Resources, HRIS, Benefits Administration, Employee Relations, Salesforce.com, HR Policies, Microsoft Excel, Employee Benefits, Customer Service, Onboarding, New Hire Orientations, Management, Budgets, Accounting, Strategy, Strategic Planning
Education
Northern State University 1987 — 1992
Bachelor of Applied Science (B.A.Sc.), Administrative Systems - Office Systems
Avalere Health July 2012 - Present
Hanley Wood January 2007 - May 2012
J.E. Robert Companies September 2003 - December 2006
Skills
Excel, ADP, Ceridian, KTBS, Microsoft Office, ADP Payroll, Payroll, Human Resources, HRIS, Benefits Administration, Employee Relations, Salesforce.com, HR Policies, Microsoft Excel, Employee Benefits, Customer Service, Onboarding, New Hire Orientations, Management, Budgets, Accounting, Strategy, Strategic Planning
Education
Northern State University 1987 — 1992
Bachelor of Applied Science (B.A.Sc.), Administrative Systems - Office Systems
Luann Sinclair's J.E. Robert Companies Experience 1998 - 2001
Job General Counsel at Tower Companies
Industry Real Estate
Experience
Tower Companies September 2007 - Present
Stanley Martin Companies 2004 - August 2007
J.E. Robert Companies 1998 - 2001
Skills
Commercial Real Estate, Land Acquisition, Corporate Finance, Investments, Real Estate, Leases, Asset Management, Joint Ventures, Negotiation, Acquisitions, Corporate Law, Mergers & Acquisitions, Intellectual Property, Finance, Real Estate Development, Real Estate Transactions, Contract Negotiation
Education
The Catholic University of America, Columbus School of Law 1979 — 1983
JD, Law
Hampshire College
B.A., Legal Studies
Tower Companies September 2007 - Present
Stanley Martin Companies 2004 - August 2007
J.E. Robert Companies 1998 - 2001
Skills
Commercial Real Estate, Land Acquisition, Corporate Finance, Investments, Real Estate, Leases, Asset Management, Joint Ventures, Negotiation, Acquisitions, Corporate Law, Mergers & Acquisitions, Intellectual Property, Finance, Real Estate Development, Real Estate Transactions, Contract Negotiation
Education
The Catholic University of America, Columbus School of Law 1979 — 1983
JD, Law
Hampshire College
B.A., Legal Studies
Robert McCrone's J.E. Robert Companies Experience March 2005 - October 2009
Job Accountant at AccessAgility LLC
Industry Accounting
Experience
AccessAgility December 2011 - Present
Rushmark Properties, LLC May 2011 - September 2011
REIT Management and Research February 2010 - May 2011
JE Robert Companies March 2005 - October 2009
Penobscot Management LLC. August 2000 - February 2005
Skills
Financial Analysis, Financial Reporting, Due Diligence, Financial Modeling, Accounting, Strategic Planning, General Ledger, Asset Management, Deltek, Costpoint, Deltek Time and Expense..., Account Reconciliation, Auditing, Budgets, Investments, Payroll, Financial Statements, Bank Reconciliation, Journal Entries, Microsoft Office, Accounts Payable
Education
University of Mary Washington 1996 — 2000
BS, Business Administration
Norther Virginia Community College
Accounting
AccessAgility December 2011 - Present
Rushmark Properties, LLC May 2011 - September 2011
REIT Management and Research February 2010 - May 2011
JE Robert Companies March 2005 - October 2009
Penobscot Management LLC. August 2000 - February 2005
Skills
Financial Analysis, Financial Reporting, Due Diligence, Financial Modeling, Accounting, Strategic Planning, General Ledger, Asset Management, Deltek, Costpoint, Deltek Time and Expense..., Account Reconciliation, Auditing, Budgets, Investments, Payroll, Financial Statements, Bank Reconciliation, Journal Entries, Microsoft Office, Accounts Payable
Education
University of Mary Washington 1996 — 2000
BS, Business Administration
Norther Virginia Community College
Accounting
Brian Ainsworth's J.E. Robert Companies Experience November 1990 - August 1996
Job Senior Executive
Industry Real Estate
Experience
Goldman Sachs January 2012 - February 2014
Archon Group August 2010 - December 2011
Archon Group Europe August 2001 - July 2010
Archon Group January 2000 - July 2001
Archon Group September 1996 - December 1999
JE Robert Companies November 1990 - August 1996
First Interstate Bank June 1988 - October 1990
Travis Bank and Trust July 1985 - June 1988
Harlem Magicians June 1985 - July 1985
Skills
Real Estate Economics, Real Estate, Real Estate Development, Investment Properties, Due Diligence, Asset Managment, Disposition, Real Estate Transactions, Property Management, Valuation, Real Estate Financing, Investments, Commercial Real Estate, Due diligence, Leases, Brokerage, Dispositions, Financial Analysis, Asset Management, Management, Financial Modeling, Business Planning, Private Equity
Education
Austin College 1981 — 1985
Goldman Sachs January 2012 - February 2014
Archon Group August 2010 - December 2011
Archon Group Europe August 2001 - July 2010
Archon Group January 2000 - July 2001
Archon Group September 1996 - December 1999
JE Robert Companies November 1990 - August 1996
First Interstate Bank June 1988 - October 1990
Travis Bank and Trust July 1985 - June 1988
Harlem Magicians June 1985 - July 1985
Skills
Real Estate Economics, Real Estate, Real Estate Development, Investment Properties, Due Diligence, Asset Managment, Disposition, Real Estate Transactions, Property Management, Valuation, Real Estate Financing, Investments, Commercial Real Estate, Due diligence, Leases, Brokerage, Dispositions, Financial Analysis, Asset Management, Management, Financial Modeling, Business Planning, Private Equity
Education
Austin College 1981 — 1985
Chad Patterson's J.E. Robert Companies Experience July 2002 - January 2012
Job Vice President at Artemis Real Estate Partners, LLC
Industry Real Estate
Experience
Artemis Real Estate Partners, LLC January 2012 - Present
JE Robert Companies July 2002 - January 2012
Arthur Andersen January 2001 - June 2002
Education
Harding University 1996 — 2000
Artemis Real Estate Partners, LLC January 2012 - Present
JE Robert Companies July 2002 - January 2012
Arthur Andersen January 2001 - June 2002
Education
Harding University 1996 — 2000
Jonathan Seigel's J.E. Robert Companies Experience May 1992 - April 1994
Job Managing Director at FirstKey Mortgage
Industry Financial Services
Experience
FirstKey Mortgage March 2014 - Present
Pretium Partners, LLC April 2013 - May 2014
Chain Bridge Capital Advisors, LLC 2012 - April 2013
PwC March 2012 - November 2012
Capitol Apartment Partners November 2010 - February 2012
Freddie Mac January 2005 - November 2010
Freddie Mac November 2002 - January 2005
The Carlyle Group April 1999 - April 2002
Fannie Mae April 1994 - April 1999
J.E. Robert Companies May 1992 - April 1994
Skills
Investment Properties, Real Estate, REO, Property Management, Leases, Credit Risk, Single Family Homes, Capital Markets, Valuation, Financial Modeling, Risk Management, Structured Finance, Asset Managment, Enterprise Risk..., MBS, Asset Management, Commercial Real Estate, Finance, Investments, Portfolio Management, Private Equity, Real Estate Economics, Strategy
Education
The George Washington University - School of Business 1990 — 1991
MBA, Finance
Boston University 1986 — 1990
BS/BA, Finance
Langley
FirstKey Mortgage March 2014 - Present
Pretium Partners, LLC April 2013 - May 2014
Chain Bridge Capital Advisors, LLC 2012 - April 2013
PwC March 2012 - November 2012
Capitol Apartment Partners November 2010 - February 2012
Freddie Mac January 2005 - November 2010
Freddie Mac November 2002 - January 2005
The Carlyle Group April 1999 - April 2002
Fannie Mae April 1994 - April 1999
J.E. Robert Companies May 1992 - April 1994
Skills
Investment Properties, Real Estate, REO, Property Management, Leases, Credit Risk, Single Family Homes, Capital Markets, Valuation, Financial Modeling, Risk Management, Structured Finance, Asset Managment, Enterprise Risk..., MBS, Asset Management, Commercial Real Estate, Finance, Investments, Portfolio Management, Private Equity, Real Estate Economics, Strategy
Education
The George Washington University - School of Business 1990 — 1991
MBA, Finance
Boston University 1986 — 1990
BS/BA, Finance
Langley
Rob Mayette's J.E. Robert Companies Experience May 1996 - August 1997
Job Business Leader, Business Intelligence at MasterCard
Industry Information Technology and Services
Experience
MasterCard December 2012 - Present
Synapse Group Inc. a Time Inc. Company October 2010 - December 2012
Synapse Group Inc. a Time Inc. Company December 2006 - October 2010
Cartus (formerly Cendant Mobility) August 1997 - December 2006
J.E. Robert Companies May 1996 - August 1997
Skills
Cross-functional Team..., Business Intelligence, Business Analysis, Analysis, Financial Modeling, Leadership, Program Management, Essbase, Analytics, Management, Financial Reporting, Databases, Access, Data Warehousing, Forecasting, Strategy, SDLC, Vendor Management, Oracle Essbase, Team Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2012
MBA, Entrepreneurship and Management
The University of Connecticut 1992 — 1996
BS, Finance
New Milford High School
New York University
MasterCard December 2012 - Present
Synapse Group Inc. a Time Inc. Company October 2010 - December 2012
Synapse Group Inc. a Time Inc. Company December 2006 - October 2010
Cartus (formerly Cendant Mobility) August 1997 - December 2006
J.E. Robert Companies May 1996 - August 1997
Skills
Cross-functional Team..., Business Intelligence, Business Analysis, Analysis, Financial Modeling, Leadership, Program Management, Essbase, Analytics, Management, Financial Reporting, Databases, Access, Data Warehousing, Forecasting, Strategy, SDLC, Vendor Management, Oracle Essbase, Team Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2012
MBA, Entrepreneurship and Management
The University of Connecticut 1992 — 1996
BS, Finance
New Milford High School
New York University
Brent Feigenbaum bhfeigenbaum3@aol.com's J.E. Robert Companies Experience March 2008 - September 2009
Job MD Marketing Communications and Public Relations, Hunt Mortgage Group
Industry Financial Services
Experience
Hunt Mortgage Group June 2011 - Present
JE Robert Companies March 2008 - September 2009
GE Real Estate 2005 - 2008
Citigroup Private Bank 2000 - 2005
Citigroup Corporate Bank 1998 - 2000
The Chase Manhattan Bank 1993 - 1998
Business International (The Economist) 1984 - 1986
Skills
Investor Relations, Asset Managment, Private Equity, Investments, Marketing Communications, Strategic Planning, Mergers, Capital Markets, Portfolio Management, Due Diligence, Public Relations, Financial Modeling, Marketing Strategy, Asset Management, Media Relations, Leadership, Integrated Marketing, Management, Marketing, Marketing Management, Advertising, Internal Communications, Salesforce.com, Event Management, Strategy, Creative Direction, Strategic Leadership, Real Estate, Entrepreneurship, Team Building, Business Strategy, Business Development
Education
Vassar College 1978 — 1982
BA, history
Columbia University - School of International and Public Affairs 1982 — 1984
Master of International Affairs, International Business/Trade/Commerce
SDA Bocconi 1991 — 1991
Master of International Economics & Management, International Business
Glens Falls
Hunt Mortgage Group June 2011 - Present
JE Robert Companies March 2008 - September 2009
GE Real Estate 2005 - 2008
Citigroup Private Bank 2000 - 2005
Citigroup Corporate Bank 1998 - 2000
The Chase Manhattan Bank 1993 - 1998
Business International (The Economist) 1984 - 1986
Skills
Investor Relations, Asset Managment, Private Equity, Investments, Marketing Communications, Strategic Planning, Mergers, Capital Markets, Portfolio Management, Due Diligence, Public Relations, Financial Modeling, Marketing Strategy, Asset Management, Media Relations, Leadership, Integrated Marketing, Management, Marketing, Marketing Management, Advertising, Internal Communications, Salesforce.com, Event Management, Strategy, Creative Direction, Strategic Leadership, Real Estate, Entrepreneurship, Team Building, Business Strategy, Business Development
Education
Vassar College 1978 — 1982
BA, history
Columbia University - School of International and Public Affairs 1982 — 1984
Master of International Affairs, International Business/Trade/Commerce
SDA Bocconi 1991 — 1991
Master of International Economics & Management, International Business
Glens Falls
Andrew O'Brien's J.E. Robert Companies Experience July 2008 - July 2011
Job Counsel
Industry Law Practice
Experience
Katzke & Morgenbesser LLP November 2014 - Present
The Blackstone Group July 2011 - August 2013
J.E. Robert Companies July 2008 - July 2011
Simpson Thacher & Bartlett LLP January 2006 - June 2008
Proskauer Rose LLP September 2001 - 2004
Skills
Securities Regulation, Corporate Governance, Private Equity, Joint Ventures, Due Diligence, Corporate Law, Mergers & Acquisitions, Securities, M&A experience, Venture Capital, Hedge Funds, Capital Markets, Legal Writing, Employee Benefits, Employment Law
Education
New York Law School 1998 — 2001
JD
Georgetown University 1986 — 1990
BA, English
Katzke & Morgenbesser LLP November 2014 - Present
The Blackstone Group July 2011 - August 2013
J.E. Robert Companies July 2008 - July 2011
Simpson Thacher & Bartlett LLP January 2006 - June 2008
Proskauer Rose LLP September 2001 - 2004
Skills
Securities Regulation, Corporate Governance, Private Equity, Joint Ventures, Due Diligence, Corporate Law, Mergers & Acquisitions, Securities, M&A experience, Venture Capital, Hedge Funds, Capital Markets, Legal Writing, Employee Benefits, Employment Law
Education
New York Law School 1998 — 2001
JD
Georgetown University 1986 — 1990
BA, English
Ken Tkacs's J.E. Robert Companies Experience 1992 - May 2011
Job Lead Application Developer
Industry Insurance
Experience
Lincoln Financial Group September 2011 - Present
JER Partners 1992 - May 2011
J.E. Robert Companies 1992 - May 2011
J.E. Robert Company 1992 - 2008
JER Revenue Services 1992 - 2007
G. Fox & Co. 1985 - 1989
Nitsuko America Corp. 1982 - 1988
Nitsuko America 1982 - 1988
Education
University of Bridgeport 1978 — 1982
BSID, Industrial Design
Trumbull High School 1975 — 1978
High School Diploma
Lincoln Financial Group September 2011 - Present
JER Partners 1992 - May 2011
J.E. Robert Companies 1992 - May 2011
J.E. Robert Company 1992 - 2008
JER Revenue Services 1992 - 2007
G. Fox & Co. 1985 - 1989
Nitsuko America Corp. 1982 - 1988
Nitsuko America 1982 - 1988
Education
University of Bridgeport 1978 — 1982
BSID, Industrial Design
Trumbull High School 1975 — 1978
High School Diploma
Drew Baricko's J.E. Robert Companies Experience June 1992 - August 2002
Job Consultant at Robert Half
Industry Real Estate
Experience
Robert Half October 2013 - Present
The Athena Group LLC November 2008 - June 2012
Urban Residential September 2007 - November 2008
CBRE Realty Finance August 2005 - August 2007
GE Real Estate August 2002 - August 2005
J.E. Robert Companies June 1992 - August 2002
Skills
Real Estate, Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, Due Diligence, Finance, Internal Controls, Accounting, Management, Financial Modeling, Valuation, Asset Management, SEC Filings, Real Estate Development, Start-ups, Residential Homes
Education
Fairfield University 1999 — 2002
MBA, Information Technology & Operations Management
Sacred Heart University 1985 — 1987
BA, Finance
Robert Half October 2013 - Present
The Athena Group LLC November 2008 - June 2012
Urban Residential September 2007 - November 2008
CBRE Realty Finance August 2005 - August 2007
GE Real Estate August 2002 - August 2005
J.E. Robert Companies June 1992 - August 2002
Skills
Real Estate, Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, Due Diligence, Finance, Internal Controls, Accounting, Management, Financial Modeling, Valuation, Asset Management, SEC Filings, Real Estate Development, Start-ups, Residential Homes
Education
Fairfield University 1999 — 2002
MBA, Information Technology & Operations Management
Sacred Heart University 1985 — 1987
BA, Finance
Jim Sharkey's J.E. Robert Companies Experience April 1996 - October 1996
Job
Industry Real Estate
Experience
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates September 2011 - March 2015
Alston & Bird LLP February 2011 - August 2011
Wildwood Capital Group, LLC January 2009 - January 2011
BlackRock Solutions September 2008 - November 2008
Goldman Sachs April 2007 - April 2008
Skadden Arps September 2003 - March 2007
Wilshire Financial October 1996 - July 2000
J.E. Robert Companies April 1996 - October 1996
Skills
Portfolio Management, Asset Managment, Loans, Asset Management, Loan Origination, Due Diligence, Real Estate Economics, Real Estate, Commercial Real Estate, Mergers & Acquisitions, Capital Markets
Education
Northwestern University - Kellogg School of Management 2000 — 2003
MBA
Northwestern University School of Law 2000 — 2003
JD
Georgetown University 1991 — 1995
BA
The Gilman School 1979 — 1991
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates September 2011 - March 2015
Alston & Bird LLP February 2011 - August 2011
Wildwood Capital Group, LLC January 2009 - January 2011
BlackRock Solutions September 2008 - November 2008
Goldman Sachs April 2007 - April 2008
Skadden Arps September 2003 - March 2007
Wilshire Financial October 1996 - July 2000
J.E. Robert Companies April 1996 - October 1996
Skills
Portfolio Management, Asset Managment, Loans, Asset Management, Loan Origination, Due Diligence, Real Estate Economics, Real Estate, Commercial Real Estate, Mergers & Acquisitions, Capital Markets
Education
Northwestern University - Kellogg School of Management 2000 — 2003
MBA
Northwestern University School of Law 2000 — 2003
JD
Georgetown University 1991 — 1995
BA
The Gilman School 1979 — 1991
Debra H. Morgan's J.E. Robert Companies Experience September 1992 - March 2006
Job Managing Director, CIII Asset Management LLC
Industry Commercial Real Estate
Experience
C-III Asset Management LLC, a C-III Capital Partners company May 2010 - Present
CLMG Corp., a Beal Bank affiliated company April 2009 - May 2010
Saxton Morgan Realty Advisors May 2006 - April 2009
J.E. Robert Companies September 1992 - March 2006
Skills
Real Estate Economics, Commercial Real Estate, Asset Management, CMBS, Portfolio Management, Loans, Commercial Mortgages, Acquisitions, Disposition, Real Estate Financing, REO, Loan Servicing, Loan Origination, Due Diligence, Investments, Valuation, Financial Structuring, Real Estate Transactions, Capital Markets, Underwriting, Mortgage Lending, Real Estate Private..., Financial Analysis, Banking, Securitization, Commercial Lending, Structured Finance, Mezzanine, Investment Properties, Corporate Real Estate, Investors, Brokerage, Finance, Leases, Dispositions, Real Estate, Real Estate Development
Education
The University of Texas at Dallas
Bachelor of Arts
C-III Asset Management LLC, a C-III Capital Partners company May 2010 - Present
CLMG Corp., a Beal Bank affiliated company April 2009 - May 2010
Saxton Morgan Realty Advisors May 2006 - April 2009
J.E. Robert Companies September 1992 - March 2006
Skills
Real Estate Economics, Commercial Real Estate, Asset Management, CMBS, Portfolio Management, Loans, Commercial Mortgages, Acquisitions, Disposition, Real Estate Financing, REO, Loan Servicing, Loan Origination, Due Diligence, Investments, Valuation, Financial Structuring, Real Estate Transactions, Capital Markets, Underwriting, Mortgage Lending, Real Estate Private..., Financial Analysis, Banking, Securitization, Commercial Lending, Structured Finance, Mezzanine, Investment Properties, Corporate Real Estate, Investors, Brokerage, Finance, Leases, Dispositions, Real Estate, Real Estate Development
Education
The University of Texas at Dallas
Bachelor of Arts
Keith Gilmore's J.E. Robert Companies Experience 1994 - 1997
Job Senior Capital Markets Specialist at the Federal Deposit Insurance Corporation
Industry Capital Markets
Experience
Federal Deposit Insurance Corporation May 2010 - Present
SunTrust Bank April 2007 - September 2009
iStar Financial 2000 - 2007
GE Capital Real Estate 1997 - 1998
J.E. Robert Companies 1994 - 1997
Skills
Loans, Underwriting, Asset Managment, Asset Management, Investments, Capital Markets, Structured Finance, Real Estate Economics, Investment Properties, Portfolio Management, Contract Negotiation, Commercial Real Estate, Finance, Commercial Lending, Credit Analysis, Valuation, Securitization, Loan Origination
Education
University of Georgia - Terry College of Business 1988 — 1992
BBA, Finance
Federal Deposit Insurance Corporation May 2010 - Present
SunTrust Bank April 2007 - September 2009
iStar Financial 2000 - 2007
GE Capital Real Estate 1997 - 1998
J.E. Robert Companies 1994 - 1997
Skills
Loans, Underwriting, Asset Managment, Asset Management, Investments, Capital Markets, Structured Finance, Real Estate Economics, Investment Properties, Portfolio Management, Contract Negotiation, Commercial Real Estate, Finance, Commercial Lending, Credit Analysis, Valuation, Securitization, Loan Origination
Education
University of Georgia - Terry College of Business 1988 — 1992
BBA, Finance
Scott Toornburg's J.E. Robert Companies Experience December 1990 - September 1996
Job Managing Director at Goldman Sachs
Industry Real Estate
Experience
Goldman Sachs January 2013 - Present
Archon Group September 1996 - December 2012
J.E. Robert Companies December 1990 - September 1996
Skills
Real Estate, Real Estate Economics, Property Management, Real Estate Development, Due Diligence, Investment Properties, Valuation, Apartments, Asset Managment, Real Estate Transactions, Leases, Disposition, Financial Modeling, Commercial Real Estate, Lease Administration
Education
Baylor University 1986 — 1989
Goldman Sachs January 2013 - Present
Archon Group September 1996 - December 2012
J.E. Robert Companies December 1990 - September 1996
Skills
Real Estate, Real Estate Economics, Property Management, Real Estate Development, Due Diligence, Investment Properties, Valuation, Apartments, Asset Managment, Real Estate Transactions, Leases, Disposition, Financial Modeling, Commercial Real Estate, Lease Administration
Education
Baylor University 1986 — 1989
Diane Mann's J.E. Robert Companies Experience July 2002 - August 2004
Job Global Treasury Operations and Cash Management Expert Practitioner
Industry Financial Services
Experience
Adventist HealthCare February 2006 - December 2011
Lafarge North America August 2004 - June 2005
J.E. Robert Companies July 2002 - August 2004
Charles E. Smith Residential Realty June 1999 - March 2002
National Academy of Sciences June 1991 - June 1999
US Airways March 1983 - November 1990
Skills
Treasury Management, Corporate Treasury, Global Finance, Fortune 500, Money Management, Portfolio Management, Interest Rate Swaps, Foreign Exchange..., FX Hedging, Cash Flow Forecasting, Credit Facilities, Equipment Finance, Lines Of Credit, Letters Of Credit, Bonds, Working Capital..., Liquidity Management, Risk Mitigation, Budget Management, General Ledger, Banking Relationships, Bank Debt Administration, Banking Software, Treasury Systems
Education
Michigan State University - The Eli Broad Graduate School of Management
Master of Business Administration (MBA)
George Mason University - School of Management
MBA post graduate coursework, Finance
Michigan State University
BA, Business Administration, Personnel Administration
Northern Virginia Community College
Associate of Applied Sciences, Computer Information Systems
Adventist HealthCare February 2006 - December 2011
Lafarge North America August 2004 - June 2005
J.E. Robert Companies July 2002 - August 2004
Charles E. Smith Residential Realty June 1999 - March 2002
National Academy of Sciences June 1991 - June 1999
US Airways March 1983 - November 1990
Skills
Treasury Management, Corporate Treasury, Global Finance, Fortune 500, Money Management, Portfolio Management, Interest Rate Swaps, Foreign Exchange..., FX Hedging, Cash Flow Forecasting, Credit Facilities, Equipment Finance, Lines Of Credit, Letters Of Credit, Bonds, Working Capital..., Liquidity Management, Risk Mitigation, Budget Management, General Ledger, Banking Relationships, Bank Debt Administration, Banking Software, Treasury Systems
Education
Michigan State University - The Eli Broad Graduate School of Management
Master of Business Administration (MBA)
George Mason University - School of Management
MBA post graduate coursework, Finance
Michigan State University
BA, Business Administration, Personnel Administration
Northern Virginia Community College
Associate of Applied Sciences, Computer Information Systems
Howard Kartel's J.E. Robert Companies Experience 2004 - 2006
Job Accounting Manager at PWC Service Authority
Industry Utilities
Experience
PWC Service Authority September 2006 - Present
NVYLL 2007 - Present
Brigade Lacrosse 2006 - 2011
JE Robert Companies 2004 - 2006
Ranieri & Co., Inc. 1995 - 2004
Skills
Financial Reporting, Accounting, Financial Analysis, Budgets, Auditing, Strategic Planning, General Ledger, Internal Controls, Project Management, Process Improvement, Microsoft Office, Program Management, CPA, Accounting and Banking..., Leadership
Education
Dowling College 2002 — 2004
MBA, Management
Bentley University 1985 — 1989
BS, Accounting
PWC Service Authority September 2006 - Present
NVYLL 2007 - Present
Brigade Lacrosse 2006 - 2011
JE Robert Companies 2004 - 2006
Ranieri & Co., Inc. 1995 - 2004
Skills
Financial Reporting, Accounting, Financial Analysis, Budgets, Auditing, Strategic Planning, General Ledger, Internal Controls, Project Management, Process Improvement, Microsoft Office, Program Management, CPA, Accounting and Banking..., Leadership
Education
Dowling College 2002 — 2004
MBA, Management
Bentley University 1985 — 1989
BS, Accounting
Christopher Hausman, CMT's J.E. Robert Companies Experience July 1994 - November 1994
Job Senior Trader, Chief Market Technician at Swan Global Investments
Industry Investment Management
Experience
Swan Global Investments March 2015 - Present
Saliba Portfolio Management January 2004 - February 2015
CAZ Investments January 2002 - December 2003
Saliba Trading Company (STC, LLC) April 1999 - December 2001
Wolverine Trading February 1996 - January 1999
International Trading Institute August 1995 - January 1996
NationsBanc Capital Markets December 1994 - July 1995
J.E. Robert Companies July 1994 - November 1994
Skills
Electronic Trading, Equity Trading, Hedge Funds, Trading Systems, Trading, Equities, Options, Financial Markets, Derivatives, Equity Derivatives, Securities, Portfolio Management, Hedging, Commodity, ETFs, Trading Strategies, Bloomberg, FX Options, Series 7, Fixed Income, Proprietary Trading, Stock Trading, Mutual Funds
Education
University of Pennsylvania - The Wharton School 1990 — 1994
Bachelor of Science (B.S.), Finance
St. Joseph Academy 1986 — 1990
The University Of Chicago Graduate School of Business
Swan Global Investments March 2015 - Present
Saliba Portfolio Management January 2004 - February 2015
CAZ Investments January 2002 - December 2003
Saliba Trading Company (STC, LLC) April 1999 - December 2001
Wolverine Trading February 1996 - January 1999
International Trading Institute August 1995 - January 1996
NationsBanc Capital Markets December 1994 - July 1995
J.E. Robert Companies July 1994 - November 1994
Skills
Electronic Trading, Equity Trading, Hedge Funds, Trading Systems, Trading, Equities, Options, Financial Markets, Derivatives, Equity Derivatives, Securities, Portfolio Management, Hedging, Commodity, ETFs, Trading Strategies, Bloomberg, FX Options, Series 7, Fixed Income, Proprietary Trading, Stock Trading, Mutual Funds
Education
University of Pennsylvania - The Wharton School 1990 — 1994
Bachelor of Science (B.S.), Finance
St. Joseph Academy 1986 — 1990
The University Of Chicago Graduate School of Business
Susannah Myerson's J.E. Robert Companies Experience 1997 - 1999
Job Vice President at Wells Fargo
Industry Real Estate
Experience
Wells Fargo, CRE - Senior Housing Finance January 2015 - Present
ProMatura Group, LLC March 2013 - December 2014
Watermark Communities 2008 - 2013
Sunrise Senior Living / Fountains Retirement Communities 1999 - 2008
J.E. Robert Companies 1997 - 1999
Skills
Strategic Planning, Market Analysis, Financial Analysis, Market Research, Leadership, Strategy, Cross-functional Team..., Healthcare, Due Diligence, Elder Care, Management, Marketing, Fundraising, Budgets, Medicare, Finance, Financial Modeling, Healthcare Management, Policy, Analysis, Marketing Strategy, Project Planning, Quality Improvement, Healthcare Industry, Budgeting, Senior Housing, Feasibility Studies
Education
University of Arizona 2001 — 2005
MPA, Health Care
The Johns Hopkins University 2001 — 2001
Graduate Certificate in Seniors Housing & Care
University of Pennsylvania - The Wharton School 1994 — 1998
BS, Economics
Wells Fargo, CRE - Senior Housing Finance January 2015 - Present
ProMatura Group, LLC March 2013 - December 2014
Watermark Communities 2008 - 2013
Sunrise Senior Living / Fountains Retirement Communities 1999 - 2008
J.E. Robert Companies 1997 - 1999
Skills
Strategic Planning, Market Analysis, Financial Analysis, Market Research, Leadership, Strategy, Cross-functional Team..., Healthcare, Due Diligence, Elder Care, Management, Marketing, Fundraising, Budgets, Medicare, Finance, Financial Modeling, Healthcare Management, Policy, Analysis, Marketing Strategy, Project Planning, Quality Improvement, Healthcare Industry, Budgeting, Senior Housing, Feasibility Studies
Education
University of Arizona 2001 — 2005
MPA, Health Care
The Johns Hopkins University 2001 — 2001
Graduate Certificate in Seniors Housing & Care
University of Pennsylvania - The Wharton School 1994 — 1998
BS, Economics
Gordon Wheeler, CPA's J.E. Robert Companies Experience 1987 - 1993
Job SVP
Industry Banking
Experience
Bank of America Home Loans November 2010 - Present
certusBANK (formerly Integrated Capital Strategies and Blue Ridge Holdings June 2009 - November 2010
Wells Fargo Home Mortgage (Formerly Wachovia) June 2004 - June 2009
Wells Fargo Home Mortgage (Formerly Wachovia) January 2000 - June 2004
GE Capital November 1993 - January 2000
JE Robert Companies 1987 - 1993
KPMG Audit 1982 - 1987
Skills
Mortgage Lending, Loans, Credit, Banking, Portfolio Management, Strategic Financial..., Financial Analysis, Business Process..., Six Sigma, Program Management, Financial Modeling, Analysis, Team Building, Change Management, Business Analysis, Credit Risk, Relationship Management, Forecasting, Management, Asset Management, Financial Planning, Leadership
Education
University of Michigan-Dearborn 1978 — 1982
BA, Accounting & Management Information Systems
Livonia Franklin HS
Bank of America Home Loans November 2010 - Present
certusBANK (formerly Integrated Capital Strategies and Blue Ridge Holdings June 2009 - November 2010
Wells Fargo Home Mortgage (Formerly Wachovia) June 2004 - June 2009
Wells Fargo Home Mortgage (Formerly Wachovia) January 2000 - June 2004
GE Capital November 1993 - January 2000
JE Robert Companies 1987 - 1993
KPMG Audit 1982 - 1987
Skills
Mortgage Lending, Loans, Credit, Banking, Portfolio Management, Strategic Financial..., Financial Analysis, Business Process..., Six Sigma, Program Management, Financial Modeling, Analysis, Team Building, Change Management, Business Analysis, Credit Risk, Relationship Management, Forecasting, Management, Asset Management, Financial Planning, Leadership
Education
University of Michigan-Dearborn 1978 — 1982
BA, Accounting & Management Information Systems
Livonia Franklin HS
JP Rachmaninoff's J.E. Robert Companies Experience July 1994 - December 1995
Job Director of Real Estate at Tennessee Consolidated Retirement System
Industry Financial Services
Experience
Tennessee Consolidated Retirement System March 2014 - Present
New York State Common Retirement Fund August 2013 - March 2014
Palladian Capital Advisors August 2011 - August 2013
Henderson Global Investors June 1999 - 2011
Heitman January 1996 - June 1999
JE Robert Companies July 1994 - December 1995
Prudential Realty Group January 1987 - September 1994
Norcon, Inc. July 1983 - August 1985
Price Waterhouse 1980 - 1983
Skills
Portfolio Management, Capital Markets, Acquisitions, Asset Managment, Strategic Planning, Investor Relations, Capital Raising, Team Building, Asset Dispositions, Marketing, Team Leadership, Teamwork, Department Budgeting, Tax Exempt Financing, Equity Fund Raising, Asset Management, Investment Properties, Commercial Real Estate, Real Estate, Dispositions, Investments, Finance, Real Estate Development, Strategy, Mergers & Acquisitions, Disposition, Leases, Corporate Real Estate, Real Estate Transactions, Real Estate Economics, Leadership, Negotiation, Due Diligence
Education
The University of Texas at Austin - The Red McCombs School of Business 1985 — 1986
MBA, Real Estate Finance
University of Michigan - Stephen M. Ross School of Business 1976 — 1980
BBA, Accounting/Finance
Tennessee Consolidated Retirement System March 2014 - Present
New York State Common Retirement Fund August 2013 - March 2014
Palladian Capital Advisors August 2011 - August 2013
Henderson Global Investors June 1999 - 2011
Heitman January 1996 - June 1999
JE Robert Companies July 1994 - December 1995
Prudential Realty Group January 1987 - September 1994
Norcon, Inc. July 1983 - August 1985
Price Waterhouse 1980 - 1983
Skills
Portfolio Management, Capital Markets, Acquisitions, Asset Managment, Strategic Planning, Investor Relations, Capital Raising, Team Building, Asset Dispositions, Marketing, Team Leadership, Teamwork, Department Budgeting, Tax Exempt Financing, Equity Fund Raising, Asset Management, Investment Properties, Commercial Real Estate, Real Estate, Dispositions, Investments, Finance, Real Estate Development, Strategy, Mergers & Acquisitions, Disposition, Leases, Corporate Real Estate, Real Estate Transactions, Real Estate Economics, Leadership, Negotiation, Due Diligence
Education
The University of Texas at Austin - The Red McCombs School of Business 1985 — 1986
MBA, Real Estate Finance
University of Michigan - Stephen M. Ross School of Business 1976 — 1980
BBA, Accounting/Finance
Marc Taccone's J.E. Robert Companies Experience September 1992 - September 1994
Job Director of Finance, Global FP&A at Decisyon, Inc
Industry Computer Software
Experience
Decisyon, Inc February 2015 - Present
Reader's Digest March 1999 - January 2015
Warnaco, Inc April 1997 - March 1999
BNY Mellon September 1994 - April 1997
J.E. Robert Companies September 1992 - September 1994
Coldwell Banker Relocation Services April 1987 - September 1992
Skills
Cash Flow, Cash Flow Forecasting, Finance, Strategic Financial..., Consolidation, Forecasting, Financial Modeling, Budgets, Variance Analysis, Financial Analysis, Hyperion Enterprise, Analysis, Essbase, Strategic Planning, Financial Reporting, Financial Planning, Acquisition Integration, Process Improvement, Corporate Finance, Managerial Finance, Project Management, Balance Sheet, Mergers & Acquisitions, Financial Forecasting, Sarbanes-Oxley Act, Business Modeling, Business Planning, Income Statement, Accounting, Budget, Management, Strategy, Hyperion, P&L
Education
University of Connecticut 1998 — 2002
Master of Business Administration (M.B.A.), MBD - Finance
University of Connecticut 1981 — 1985
Bachelor's Degree, Mathematics and Statistics
Decisyon, Inc February 2015 - Present
Reader's Digest March 1999 - January 2015
Warnaco, Inc April 1997 - March 1999
BNY Mellon September 1994 - April 1997
J.E. Robert Companies September 1992 - September 1994
Coldwell Banker Relocation Services April 1987 - September 1992
Skills
Cash Flow, Cash Flow Forecasting, Finance, Strategic Financial..., Consolidation, Forecasting, Financial Modeling, Budgets, Variance Analysis, Financial Analysis, Hyperion Enterprise, Analysis, Essbase, Strategic Planning, Financial Reporting, Financial Planning, Acquisition Integration, Process Improvement, Corporate Finance, Managerial Finance, Project Management, Balance Sheet, Mergers & Acquisitions, Financial Forecasting, Sarbanes-Oxley Act, Business Modeling, Business Planning, Income Statement, Accounting, Budget, Management, Strategy, Hyperion, P&L
Education
University of Connecticut 1998 — 2002
Master of Business Administration (M.B.A.), MBD - Finance
University of Connecticut 1981 — 1985
Bachelor's Degree, Mathematics and Statistics
Jill Coomes's J.E. Robert Companies Experience December 1993 - December 1994
Job Records Management Professional
Industry Financial Services
Experience
Goldman Sachs & Company (Archon Group, LP) January 2012 - June 2013
Archon Group LP, a subsidiary of Goldman Sachs & Co. January 1999 - December 2011
Archon Group January 1998 - December 1998
Archon Group January 1995 - December 1997
J.E. Robert Companies December 1993 - December 1994
Skills
Asset Management, Real Estate Transactions, Records Managment, Digital..., Commercial Loan..., Vendor Management, Real Estate, Finance, Loan Servicing, Due Diligence, Process Improvement
Education
Dallas County Community College 1983 — 1986
Business Administration and Management, General
Stephen F. Austin State University 1982 — 1983
Business Administration and Management, General
Goldman Sachs & Company (Archon Group, LP) January 2012 - June 2013
Archon Group LP, a subsidiary of Goldman Sachs & Co. January 1999 - December 2011
Archon Group January 1998 - December 1998
Archon Group January 1995 - December 1997
J.E. Robert Companies December 1993 - December 1994
Skills
Asset Management, Real Estate Transactions, Records Managment, Digital..., Commercial Loan..., Vendor Management, Real Estate, Finance, Loan Servicing, Due Diligence, Process Improvement
Education
Dallas County Community College 1983 — 1986
Business Administration and Management, General
Stephen F. Austin State University 1982 — 1983
Business Administration and Management, General
Christopher J. Carey, CPA, CGMA, MBA's J.E. Robert Companies Experience January 1998 - August 2002
Job Accounting Operations Supervisor, Assistant Vice President at BB&T Securities, LLC.
Industry Accounting
Experience
SunTrust April 2015 - Present
BB&T Securities, LLC July 2011 - December 2014
Virginia Resources Authority March 2009 - February 2011
Genworth Financial December 2007 - December 2008
Genworth Financial April 2004 - November 2007
Unilever February 2003 - March 2004
J.E. Robert Companies January 1998 - August 2002
J.E. Robert Companies January 1997 - December 1997
J.E. Robert Companies June 1996 - December 1996
J.E. Robert Companies December 1994 - May 1996
Skills
Financial Analysis, Financial Reporting, Auditing, GAAP, General Ledger, Executive Management, Financial Modeling, Accounting, Budget, Forecasting, Strategic Planning, Analysis, Process Improvement, Risk Management, Internal Controls, Microsoft Excel, Change Management, Training, Investments, Banking, Finance
Education
Quinnipiac University 1997 — 2002
MBA
University of New Haven 1976 — 1984
BS
SunTrust April 2015 - Present
BB&T Securities, LLC July 2011 - December 2014
Virginia Resources Authority March 2009 - February 2011
Genworth Financial December 2007 - December 2008
Genworth Financial April 2004 - November 2007
Unilever February 2003 - March 2004
J.E. Robert Companies January 1998 - August 2002
J.E. Robert Companies January 1997 - December 1997
J.E. Robert Companies June 1996 - December 1996
J.E. Robert Companies December 1994 - May 1996
Skills
Financial Analysis, Financial Reporting, Auditing, GAAP, General Ledger, Executive Management, Financial Modeling, Accounting, Budget, Forecasting, Strategic Planning, Analysis, Process Improvement, Risk Management, Internal Controls, Microsoft Excel, Change Management, Training, Investments, Banking, Finance
Education
Quinnipiac University 1997 — 2002
MBA
University of New Haven 1976 — 1984
BS
Nick Newman's J.E. Robert Companies Experience 1993 - 1995
Job President, Managing Partner at Soundview Real Estate Partners
Industry Real Estate
Experience
Soundview Real Estate Partners 2002 - Present
Steinhardt Management 1996 - 2002
Nomura Securities 1995 - 1996
JE Robert Companies 1993 - 1995
Arthur Andersen 1991 - 1993
Skills
Private Equity, Investments, Commercial Real Estate, Valuation, Real Estate, Alternative Investments, Start-ups, Real Estate Economics, Asset Management, Strategic Planning, Due Diligence, Entrepreneurship, Real Estate Development, Financial Analysis, Strategy, Business Strategy, Disposition
Education
The Ohio State University Fisher College of Business 1989 — 1991
MBA, Finance, Real Estate
Miami University 1981 — 1985
B.A., Economics, Political Science
Greenhills School 1975 — 1981
Soundview Real Estate Partners 2002 - Present
Steinhardt Management 1996 - 2002
Nomura Securities 1995 - 1996
JE Robert Companies 1993 - 1995
Arthur Andersen 1991 - 1993
Skills
Private Equity, Investments, Commercial Real Estate, Valuation, Real Estate, Alternative Investments, Start-ups, Real Estate Economics, Asset Management, Strategic Planning, Due Diligence, Entrepreneurship, Real Estate Development, Financial Analysis, Strategy, Business Strategy, Disposition
Education
The Ohio State University Fisher College of Business 1989 — 1991
MBA, Finance, Real Estate
Miami University 1981 — 1985
B.A., Economics, Political Science
Greenhills School 1975 — 1981
Cheryl Fielder's J.E. Robert Companies Experience September 1990 - June 1992
Job Loan Administration Manager Customer Service & Default at Amegy Mortgage Company, L.L.C.
Industry Banking
Experience
Amegy Mortgage Company, L.L.C. May 2014 - Present
C. Fielder Consulting LLC November 2011 - Present
Shellpoint Mortgage Servicing December 2013 - May 2014
Freddie Mac - Making Home Affordable - Compliance November 2011 - December 2013
Litton Loan Servicing 1992 - November 2011
Litton Loan Servicing LP August 1992 - May 2010
Litton Loan August 1992 - December 2006
Transworld Mortgage June 1992 - August 1992
J.E. Robert Companies September 1990 - June 1992
NCNB-TX September 1989 - June 1990
Skills
Mortgage Lending, Loans, Loss Mitigation, Mortgage Servicing, Risk Management, Portfolio Management, Mortgage Banking, Loan Servicing, Analysis, Software Documentation, Quality Assurance, Banking, FHA, Management, Leadership, Budgets, Internal Audit, Project Management, Credit, Training, Process Improvement, Financial Risk, Finance, Compliance Analysis, Compliance, Quality Control, Regulatory Requirements, Residential Mortgages, Special Loans, Adjustable Rate..., Property & Casualty..., Property Taxes, Foreclosures
Education
Texas Southern University
Amegy Mortgage Company, L.L.C. May 2014 - Present
C. Fielder Consulting LLC November 2011 - Present
Shellpoint Mortgage Servicing December 2013 - May 2014
Freddie Mac - Making Home Affordable - Compliance November 2011 - December 2013
Litton Loan Servicing 1992 - November 2011
Litton Loan Servicing LP August 1992 - May 2010
Litton Loan August 1992 - December 2006
Transworld Mortgage June 1992 - August 1992
J.E. Robert Companies September 1990 - June 1992
NCNB-TX September 1989 - June 1990
Skills
Mortgage Lending, Loans, Loss Mitigation, Mortgage Servicing, Risk Management, Portfolio Management, Mortgage Banking, Loan Servicing, Analysis, Software Documentation, Quality Assurance, Banking, FHA, Management, Leadership, Budgets, Internal Audit, Project Management, Credit, Training, Process Improvement, Financial Risk, Finance, Compliance Analysis, Compliance, Quality Control, Regulatory Requirements, Residential Mortgages, Special Loans, Adjustable Rate..., Property & Casualty..., Property Taxes, Foreclosures
Education
Texas Southern University
Elizabeth Bell's J.E. Robert Companies Experience 2006 - 2009
Job Investment Manager, Property MultiManager Americas
Industry
Experience
Aberdeen Asset Management 2015 - Present
Equity International 2011 - 2015
J.E. Robert Companies 2006 - 2009
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Princeton University 2000 — 2004
Aberdeen Asset Management 2015 - Present
Equity International 2011 - 2015
J.E. Robert Companies 2006 - 2009
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Princeton University 2000 — 2004
Susan Levine's J.E. Robert Companies Experience 1998 - 2000
Job Managing Director, Marketing, at Ramius/RCG Longview
Industry Investment Management
Experience
Ramius/Cowen July 2011 - Present
Marshfield Associates January 2009 - January 2011
Swarthmore College 2005 - 2010
Center for Global Development 2001 - 2010
Watershed Asset Management 2005 - 2009
International Center for Research on Women (ICRW) 2000 - 2006
Quince Hill Partners 2001 - 2005
Baker Tisch Investments 2000 - 2001
J.E. Robert Companies 1998 - 2000
Emerging Markets Partnership 1996 - 1998
Education
Columbia University - Columbia Business School 1981 — 1983
MBA, Finance
Swarthmore College 1974 — 1978
BA, Political Science and Asian Studies
Ramius/Cowen July 2011 - Present
Marshfield Associates January 2009 - January 2011
Swarthmore College 2005 - 2010
Center for Global Development 2001 - 2010
Watershed Asset Management 2005 - 2009
International Center for Research on Women (ICRW) 2000 - 2006
Quince Hill Partners 2001 - 2005
Baker Tisch Investments 2000 - 2001
J.E. Robert Companies 1998 - 2000
Emerging Markets Partnership 1996 - 1998
Education
Columbia University - Columbia Business School 1981 — 1983
MBA, Finance
Swarthmore College 1974 — 1978
BA, Political Science and Asian Studies
Leigh Lam Sung, CPA's J.E. Robert Companies Experience March 2006 - June 2007
Job Assistant Director of Financial Services
Industry Nonprofit Organization Management
Experience
FASEB September 2014 - Present
Fannie Mae May 2013 - September 2014
National Board for Professional Teaching Standards June 2007 - October 2012
JE Robert Companies March 2006 - June 2007
Sunrise Senior Living Inc January 2002 - March 2006
Matthews, Carter and Boyce, PC November 1999 - January 2002
ePlus Inc July 1997 - November 1999
Skills
Accounting, Account Reconciliation, Sarbanes-Oxley Act, Cash Flow, Fixed Assets, QuickBooks, Auditing, Financial Statements, Analysis, Journal Entries, Finance, Microsoft Excel, Financial Audits, External Audit, General Ledger, GAAP, Financial Reporting, Mas 90, Accounts Payable
Education
American University 2005 — 2007
Master, Taxation
George Mason University 1993 — 1996
BS, Accounting
FASEB September 2014 - Present
Fannie Mae May 2013 - September 2014
National Board for Professional Teaching Standards June 2007 - October 2012
JE Robert Companies March 2006 - June 2007
Sunrise Senior Living Inc January 2002 - March 2006
Matthews, Carter and Boyce, PC November 1999 - January 2002
ePlus Inc July 1997 - November 1999
Skills
Accounting, Account Reconciliation, Sarbanes-Oxley Act, Cash Flow, Fixed Assets, QuickBooks, Auditing, Financial Statements, Analysis, Journal Entries, Finance, Microsoft Excel, Financial Audits, External Audit, General Ledger, GAAP, Financial Reporting, Mas 90, Accounts Payable
Education
American University 2005 — 2007
Master, Taxation
George Mason University 1993 — 1996
BS, Accounting
Julie Drews's J.E. Robert Companies Experience September 2007 - January 2010
Job CoOwner at The Brew Shop, LLC
Industry Retail
Experience
The Brew Shop, LLC September 2014 - Present
Veris Consulting, Inc April 2011 - September 2014
Freddie Mac January 2010 - April 2011
J.E. Robert Companies September 2007 - January 2010
PricewaterhouseCoopers August 2004 - September 2007
Walgreens 1999 - 2003
Education
University of Michigan Business School 2003 — 2004
MAcc, Accounting
University of Michigan Business School 1999 — 2003
BBA, Accounting
The Brew Shop, LLC September 2014 - Present
Veris Consulting, Inc April 2011 - September 2014
Freddie Mac January 2010 - April 2011
J.E. Robert Companies September 2007 - January 2010
PricewaterhouseCoopers August 2004 - September 2007
Walgreens 1999 - 2003
Education
University of Michigan Business School 2003 — 2004
MAcc, Accounting
University of Michigan Business School 1999 — 2003
BBA, Accounting
Susan Haffty's J.E. Robert Companies Experience January 2007 - April 2012
Job Payroll Manager Kastle Systems
Industry Security and Investigations
Experience
J.E. Robert Companies January 2007 - April 2012
Koons Arlington Toyota November 2005 - January 2007
Rightstar Hawaii Management March 2002 - June 2005
Wellesley Volkswagen June 2001 - February 2002
Skills
ADP Payroll, Garnishments, Human Resources, ADP ReportSmith
Education
University of Massachusetts, Amherst 1991 — 1993
J.E. Robert Companies January 2007 - April 2012
Koons Arlington Toyota November 2005 - January 2007
Rightstar Hawaii Management March 2002 - June 2005
Wellesley Volkswagen June 2001 - February 2002
Skills
ADP Payroll, Garnishments, Human Resources, ADP ReportSmith
Education
University of Massachusetts, Amherst 1991 — 1993
Jin Bahk's J.E. Robert Companies Experience November 2008 - November 2011
Job Global Tax Director at Silver Ridge Power
Industry Accounting
Experience
Silver Ridge Power September 2012 - Present
McGladrey December 2011 - August 2012
JE Robert Companies November 2008 - November 2011
CapitalSource January 2006 - November 2008
Deloitte 2005 - 2006
Plum Creek 2002 - 2005
Skills
Private Equity, Commercial Mortgages, Real Estate Transactions, Financial Services, REIT, International Tax, Renewable Energy, tax equity transactions, Partnership Taxation, Mergers & Acquisitions, Alternative Investments, Investment Advisory, Financial Instruments, Accounting, Investments, Finance, Tax, Mergers, Financial Structuring, Corporate Tax, Valuation, Due Diligence, Financial Reporting, Financial Analysis, Financial Modeling
Education
Emory University
Bachelor of Business Administration (BBA)
University of Maryland School of Law
Juris Doctorate
Silver Ridge Power September 2012 - Present
McGladrey December 2011 - August 2012
JE Robert Companies November 2008 - November 2011
CapitalSource January 2006 - November 2008
Deloitte 2005 - 2006
Plum Creek 2002 - 2005
Skills
Private Equity, Commercial Mortgages, Real Estate Transactions, Financial Services, REIT, International Tax, Renewable Energy, tax equity transactions, Partnership Taxation, Mergers & Acquisitions, Alternative Investments, Investment Advisory, Financial Instruments, Accounting, Investments, Finance, Tax, Mergers, Financial Structuring, Corporate Tax, Valuation, Due Diligence, Financial Reporting, Financial Analysis, Financial Modeling
Education
Emory University
Bachelor of Business Administration (BBA)
University of Maryland School of Law
Juris Doctorate
Alicia Krzycki's J.E. Robert Companies Experience May 1993 - May 2000
Job
Industry
Experience
School Volunteer 2002 - Present
VERISIGN May 2000 - August 2001
J.E. Robert Companies May 1993 - May 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook
Education
Katherine Gibbs School 1986 — 1987
School Volunteer 2002 - Present
VERISIGN May 2000 - August 2001
J.E. Robert Companies May 1993 - May 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook
Education
Katherine Gibbs School 1986 — 1987
Paula Gaskell's J.E. Robert Companies Experience December 1992 - March 1995
Job Experienced Administrative Assistant
Industry Mechanical or Industrial Engineering
Experience
Kent Manufacturing of Venice, Inc. September 2013 - Present
Morris Communications 1997 - 2002
Athens Banner-Herald August 1996 - December 1997
J.E. Robert Companies December 1992 - March 1995
FedEx 1990 - 1991
Skills
Microsoft Office, Project Management, Customer Service, Social Media, Microsoft Excel, Editing, Account Management, PowerPoint, Sales, Data Analysis, Teamwork, Microsoft Word, Time Management, Outlook, Event Planning
Education
Bryant and Stratton College 2010 — 2012
A.A.S.
Sacred Heart University 1986 — 1989
B.A.
Kent Manufacturing of Venice, Inc. September 2013 - Present
Morris Communications 1997 - 2002
Athens Banner-Herald August 1996 - December 1997
J.E. Robert Companies December 1992 - March 1995
FedEx 1990 - 1991
Skills
Microsoft Office, Project Management, Customer Service, Social Media, Microsoft Excel, Editing, Account Management, PowerPoint, Sales, Data Analysis, Teamwork, Microsoft Word, Time Management, Outlook, Event Planning
Education
Bryant and Stratton College 2010 — 2012
A.A.S.
Sacred Heart University 1986 — 1989
B.A.