JRW Investments, Inc
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JRW Investments, Inc Employees
Employee
Years
Job
Industry
Alison Holborn Alison Holborn's JRW Investments, Inc Experience January 2013 - January 2015
Job Director of Operations / Assistant Director of Client Services at JRW Investments, Inc
Industry Real Estate
Experience
JRW Investments, Inc January 2013 - January 2015
JRW Investments, Inc June 2010 - December 2012
JRW Investments, Inc May 2008 - June 2010
KBKG March 2006 - April 2008
Skills
Office Management, New Hire Training, Salesforce.com, Train Staff, Client Services, QuickBooks, Outlook, Superior Client Service, Microsoft Office, Microsoft Excel, Morale, Time Management, Teamwork, Planning & Execution of..., Intuitiveness, Time-efficient, Team Building, Prezi, Organizational..., Microsoft Word, Creativity
Education
California State University-Fullerton 2009 — 2011
Bachelor of Arts (B.A.), Communications - Advertising
JRW Investments, Inc January 2013 - January 2015
JRW Investments, Inc June 2010 - December 2012
JRW Investments, Inc May 2008 - June 2010
KBKG March 2006 - April 2008
Skills
Office Management, New Hire Training, Salesforce.com, Train Staff, Client Services, QuickBooks, Outlook, Superior Client Service, Microsoft Office, Microsoft Excel, Morale, Time Management, Teamwork, Planning & Execution of..., Intuitiveness, Time-efficient, Team Building, Prezi, Organizational..., Microsoft Word, Creativity
Education
California State University-Fullerton 2009 — 2011
Bachelor of Arts (B.A.), Communications - Advertising
Ramon (Ray ) V. Picazo Ramon (Ray ) V. Picazo's JRW Investments, Inc Experience January 2003 - January 2013
Job Management Specialist, COO
Industry
Experience
JRW Investments Inc January 2003 - January 2013
CIGNA Healthcare January 2002 - January 2003
Warren Thomas and Associates January 2000 - January 2003
Century 21 Realtors January 1998 - January 2001
Femal Auto January 1992 - January 1997
Oakcrest Manufacturing Inc January 1978 - January 1991
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Budgets
Education
Citrus College 1974 — 1976
Business Administration and Management, General
Mt. San Antonio College
Azusa High School
JRW Investments Inc January 2003 - January 2013
CIGNA Healthcare January 2002 - January 2003
Warren Thomas and Associates January 2000 - January 2003
Century 21 Realtors January 1998 - January 2001
Femal Auto January 1992 - January 1997
Oakcrest Manufacturing Inc January 1978 - January 1991
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Budgets
Education
Citrus College 1974 — 1976
Business Administration and Management, General
Mt. San Antonio College
Azusa High School
Joshua Ungerecht Joshua Ungerecht's JRW Investments, Inc Experience November 2009 - Present
Job Owner, CEO, and Chief Investment Officer at JRW Investments, Inc
Industry Real Estate
Experience
ExchangeRight Real Estate November 2011 - Present
JRW Investments, Inc November 2009 - Present
JRW Research & Consulting, Inc August 2007 - Present
JRW Investments, Inc. October 2006 - December 2009
JRW Investments, Inc May 2006 - September 2006
University of Biola June 2005 - May 2006
Skills
Real Estate, Investments, Due Diligence, Asset, Structuring, Underwriting, Syndications, Financial Structuring, Portfolio Management, Analysis, Valuation, Alternative Investments, Finance, Capital Markets, Wealth Management, Hedge Funds, Private Equity, Private Placements, Commercial Real Estate, Securities, Strategic Financial..., Asset Management, Investment Advisory, Investment Strategies, Funding, Investor Relations, Financial Advisory, Asset Allocation, Mutual Funds, Investment Management, Series 7, Series 63, Venture Capital, Investors
Education
Talbot - University of Biola 2005 — 2007
M.A., Philosophy of Religion and Ethics
The Master's College 2002 — 2005
B.A., Theology, Apologetics, Missions and Biblical Studies.
ExchangeRight Real Estate November 2011 - Present
JRW Investments, Inc November 2009 - Present
JRW Research & Consulting, Inc August 2007 - Present
JRW Investments, Inc. October 2006 - December 2009
JRW Investments, Inc May 2006 - September 2006
University of Biola June 2005 - May 2006
Skills
Real Estate, Investments, Due Diligence, Asset, Structuring, Underwriting, Syndications, Financial Structuring, Portfolio Management, Analysis, Valuation, Alternative Investments, Finance, Capital Markets, Wealth Management, Hedge Funds, Private Equity, Private Placements, Commercial Real Estate, Securities, Strategic Financial..., Asset Management, Investment Advisory, Investment Strategies, Funding, Investor Relations, Financial Advisory, Asset Allocation, Mutual Funds, Investment Management, Series 7, Series 63, Venture Capital, Investors
Education
Talbot - University of Biola 2005 — 2007
M.A., Philosophy of Religion and Ethics
The Master's College 2002 — 2005
B.A., Theology, Apologetics, Missions and Biblical Studies.
Warren Thomas Warren Thomas's JRW Investments, Inc Experience 2001 - Present
Job ExchangeRight Real Estate Managing Member/CPA
Industry Real Estate
Experience
Lighthouse Capital LLC (Member FINRA/SIPC) July 2014 - Present
ExchangeRight Real Estate 2012 - Present
JRW Investments, Inc 2001 - Present
Warren Thomas CPA September 1982 - Present
Skills
Investments, Asset Managment, Business Tax Planning, Due Diligence, Sales, Investment Promotion, Financial Analysis, Tax, Investment Properties, Real Estate, Personal Tax Planning, Superior written &..., Private Equity, Alternative Investments, Hedge Funds, Asset Management, Securities, Finance, REIT, Series 7, Financial Advisory, Investment Advisory, Estate Planning, Investment Strategies, Mutual Funds
Education
Golden Gate University 1990 — 1993
Master of Science (MS), Taxation
Biola College 1974 — 1978
Bachelor of Science (BS), Business Admin and Accounting
Lighthouse Capital LLC (Member FINRA/SIPC) July 2014 - Present
ExchangeRight Real Estate 2012 - Present
JRW Investments, Inc 2001 - Present
Warren Thomas CPA September 1982 - Present
Skills
Investments, Asset Managment, Business Tax Planning, Due Diligence, Sales, Investment Promotion, Financial Analysis, Tax, Investment Properties, Real Estate, Personal Tax Planning, Superior written &..., Private Equity, Alternative Investments, Hedge Funds, Asset Management, Securities, Finance, REIT, Series 7, Financial Advisory, Investment Advisory, Estate Planning, Investment Strategies, Mutual Funds
Education
Golden Gate University 1990 — 1993
Master of Science (MS), Taxation
Biola College 1974 — 1978
Bachelor of Science (BS), Business Admin and Accounting
Paul Uncanin Paul Uncanin's JRW Investments, Inc Experience June 2009 - May 2010
Job Manager of Provider Operations at CareCentrix
Industry Hospital & Health Care
Experience
CareCentrix August 2014 - Present
Boston University School of Management September 2012 - May 2014
Beacon Health Strategies June 2013 - August 2013
Brigham and Women's Hospital April 2013 - May 2013
Olios Health June 2010 - July 2012
JRW Investments, Inc June 2009 - May 2010
Skills
Financial Analysis, Management, Research, Investments, Negotiation, Microsoft Office, Microsoft Excel, Due Diligence, Finance, Market Research, Process Improvement, Business Analysis, Leadership, Healthcare, Project Management, Data Analysis, Analysis, Strategy
Education
Boston University - School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management
University of California, Irvine 2002 — 2006
Bachelor of Arts (B.A.), Economics
CareCentrix August 2014 - Present
Boston University School of Management September 2012 - May 2014
Beacon Health Strategies June 2013 - August 2013
Brigham and Women's Hospital April 2013 - May 2013
Olios Health June 2010 - July 2012
JRW Investments, Inc June 2009 - May 2010
Skills
Financial Analysis, Management, Research, Investments, Negotiation, Microsoft Office, Microsoft Excel, Due Diligence, Finance, Market Research, Process Improvement, Business Analysis, Leadership, Healthcare, Project Management, Data Analysis, Analysis, Strategy
Education
Boston University - School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management
University of California, Irvine 2002 — 2006
Bachelor of Arts (B.A.), Economics
James Erdmann James Erdmann's JRW Investments, Inc Experience April 2012 - April 2013
Job Senior Account Executive at Russ Reid Company
Industry Marketing and Advertising
Experience
Russ Reid Company August 2014 - Present
Russ Reid Company August 2012 - August 2014
JRW Investments, Inc April 2012 - April 2013
Nike June 2011 - April 2012
Cape Pond Ice January 2011 - June 2011
AMA Emerson College Chapter September 2010 - May 2011
Colette Phillips Communications January 2010 - May 2010
Emerson College September 2009 - May 2010
Peace Corps March 2007 - May 2009
Skills
Detail Orientation, Marketing Strategy, Account Management, Consumer Behavior, Marketing Communications, Online Marketing, Marketing Research, Marketing Management, Social Media Marketing, Key Account Management, Brand Development, Digital Marketing, Direct Marketing, Social Media, Advertising, Team Leadership, Attention To Detail, Project Coordination, SEM, Training, Public Relations, Strategic Communications, Sales, Web Analytics, Media Relations, Integrated Marketing, Fundraising, Consumer Behaviour, Email Marketing, Management, Social Networking, Leadership, Event Planning, Online Advertising, Marketing, Market Research, Facebook, Strategy, Direct Mail, Press Releases, Digital Media, Event Management, Public Speaking, Customer Service, Copywriting, Brand Management, Blogging, Digital Strategy, Nonprofits, Strategic Planning
Education
Emerson College 2009 — 2011
Master of Arts, Integrated Marketing Communications
Azusa Pacific University 2002 — 2006
BA, Communication Studies
Russ Reid Company August 2014 - Present
Russ Reid Company August 2012 - August 2014
JRW Investments, Inc April 2012 - April 2013
Nike June 2011 - April 2012
Cape Pond Ice January 2011 - June 2011
AMA Emerson College Chapter September 2010 - May 2011
Colette Phillips Communications January 2010 - May 2010
Emerson College September 2009 - May 2010
Peace Corps March 2007 - May 2009
Skills
Detail Orientation, Marketing Strategy, Account Management, Consumer Behavior, Marketing Communications, Online Marketing, Marketing Research, Marketing Management, Social Media Marketing, Key Account Management, Brand Development, Digital Marketing, Direct Marketing, Social Media, Advertising, Team Leadership, Attention To Detail, Project Coordination, SEM, Training, Public Relations, Strategic Communications, Sales, Web Analytics, Media Relations, Integrated Marketing, Fundraising, Consumer Behaviour, Email Marketing, Management, Social Networking, Leadership, Event Planning, Online Advertising, Marketing, Market Research, Facebook, Strategy, Direct Mail, Press Releases, Digital Media, Event Management, Public Speaking, Customer Service, Copywriting, Brand Management, Blogging, Digital Strategy, Nonprofits, Strategic Planning
Education
Emerson College 2009 — 2011
Master of Arts, Integrated Marketing Communications
Azusa Pacific University 2002 — 2006
BA, Communication Studies
Kevin Hoist Kevin Hoist's JRW Investments, Inc Experience July 2010 - December 2010
Job Business Assurance Senior at Moss Adams LLP
Industry Accounting
Experience
Moss Adams LLP July 2014 - Present
Moss Adams LLP November 2012 - June 2014
Moss Adams LLP October 2011 - October 2012
JRW Investments, Inc July 2010 - December 2010
Skills
CPA, Financial Analysis, Financial Statements, Accounting, Financial Accounting, Internal Controls, Financial Audits, Auditing
Education
Pepperdine University 2007 — 2011
Bachelor of Science, Accounting
Moss Adams LLP July 2014 - Present
Moss Adams LLP November 2012 - June 2014
Moss Adams LLP October 2011 - October 2012
JRW Investments, Inc July 2010 - December 2010
Skills
CPA, Financial Analysis, Financial Statements, Accounting, Financial Accounting, Internal Controls, Financial Audits, Auditing
Education
Pepperdine University 2007 — 2011
Bachelor of Science, Accounting