KBS Capital Markets Group
Industry: Capital market company
DescriptionFounded: 2005 Parent organization: KBS Strategic Opportunity
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KBS Capital Markets Group Employees
Employee
Years
Job
Industry
Ryan McGlone Ryan McGlone's KBS Capital Markets Group Experience October 2011 - Present
Job Regional Vice President at KBS Capital Markets Group
Industry Financial Services
Experience
KBS Capital Markets Group October 2011 - Present
Education
Hanover College 2002 — 2006
Bachelor of Science (B.S.), Economics and Business Admin.
Archbishop Moeller High School 2000 — 2002
KBS Capital Markets Group October 2011 - Present
Education
Hanover College 2002 — 2006
Bachelor of Science (B.S.), Economics and Business Admin.
Archbishop Moeller High School 2000 — 2002
Eden Tsai Eden Tsai's KBS Capital Markets Group Experience January 2015 - Present
Job Sales & Marketing Professional
Industry Marketing and Advertising
Experience
KBS Capital Markets Group January 2015 - Present
East of Eden Photography 2013 - Present
Irvine Company 2013 - 2014
GE 2007 - 2013
E*TRADE Financial Corporation 2004 - 2007
Skills
Marketing Strategy, Cross-functional Team..., Strategy, Marketing, Email Marketing, CRM, Management, Competitive Analysis, Travel Photography, Landscape Photography, Integrated Marketing, Social Media, Direct Marketing, Brand Management, Marketing Communications, Online Marketing, Product Marketing, Product Development, Social Media Marketing, Segmentation, Entrepreneurship, Budgets, B2B, Digital Marketing, Marketing Management, Sales Operations, Online Advertising, B2C, Real Estate Investor, Real Estate Marketing, Small Business, Small Business Marketing, Sales Support Tools
Education
University of Southern California - Marshall School of Business
MBA, Business, Management, Marketing, and Related Support Services
University of California, Los Angeles
BA, Psychology
KBS Capital Markets Group January 2015 - Present
East of Eden Photography 2013 - Present
Irvine Company 2013 - 2014
GE 2007 - 2013
E*TRADE Financial Corporation 2004 - 2007
Skills
Marketing Strategy, Cross-functional Team..., Strategy, Marketing, Email Marketing, CRM, Management, Competitive Analysis, Travel Photography, Landscape Photography, Integrated Marketing, Social Media, Direct Marketing, Brand Management, Marketing Communications, Online Marketing, Product Marketing, Product Development, Social Media Marketing, Segmentation, Entrepreneurship, Budgets, B2B, Digital Marketing, Marketing Management, Sales Operations, Online Advertising, B2C, Real Estate Investor, Real Estate Marketing, Small Business, Small Business Marketing, Sales Support Tools
Education
University of Southern California - Marshall School of Business
MBA, Business, Management, Marketing, and Related Support Services
University of California, Los Angeles
BA, Psychology
Ian McElreath Ian McElreath's KBS Capital Markets Group Experience April 2007 - May 2009
Job Regional Vice President at Realty Capital Securities
Industry Financial Services
Experience
Realty Capital Securities June 2009 - Present
KBS Capital Markets Group April 2007 - May 2009
Pacific Life September 2006 - April 2007
Pacific Life March 2004 - September 2006
Skills
Financial Markets, Financial Services, Business Development, Capital Raising, Sales Presentations, Sales, REIT, BDCs, Commercial Real Estate, Series 7, Series 63, Series 24, Investments, Mutual Funds, Alternative Investments
Education
University of San Diego 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General, 3.0
Realty Capital Securities June 2009 - Present
KBS Capital Markets Group April 2007 - May 2009
Pacific Life September 2006 - April 2007
Pacific Life March 2004 - September 2006
Skills
Financial Markets, Financial Services, Business Development, Capital Raising, Sales Presentations, Sales, REIT, BDCs, Commercial Real Estate, Series 7, Series 63, Series 24, Investments, Mutual Funds, Alternative Investments
Education
University of San Diego 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General, 3.0
Darren Moon's KBS Capital Markets Group Experience July 2009 - July 2010
Job Real Estate foreclosures and nonperforming loans.
Industry Financial Services
Experience
Pacific Moon Real Estate 2011 - Present
Emzingo Group LLC June 2013 - August 2013
QPL Ltd December 2010 - April 2011
KBS Capital Markets Group July 2009 - July 2010
GR Capital Asset Management September 2007 - June 2009
Skills
Alternative Investments, Real Estate, Real Estate Investment, Investments, Marketing, Sales, Financial Analysis, Strategy, Wealth Management, Valuation, Asset Managment, Finance, Negotiation, Financial Services, Analysis, Business Planning, Asset Management
Education
IE Business School 2012 — 2013
International Master of Business Administration, MBA
Chapman University 2003 — 2006
Bachelors, Economics
Pacific Moon Real Estate 2011 - Present
Emzingo Group LLC June 2013 - August 2013
QPL Ltd December 2010 - April 2011
KBS Capital Markets Group July 2009 - July 2010
GR Capital Asset Management September 2007 - June 2009
Skills
Alternative Investments, Real Estate, Real Estate Investment, Investments, Marketing, Sales, Financial Analysis, Strategy, Wealth Management, Valuation, Asset Managment, Finance, Negotiation, Financial Services, Analysis, Business Planning, Asset Management
Education
IE Business School 2012 — 2013
International Master of Business Administration, MBA
Chapman University 2003 — 2006
Bachelors, Economics
Trish Yee's KBS Capital Markets Group Experience 2013 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Home February 2008 - Present
KBS Capital Markets Group 2013 - 2013
Ontario Refrigeration August 2006 - February 2008
Skills
Event Planning, Dispatching, Teaching, Outlook
Education
Irvine Valley College
Early Childhood Education and Teaching
Home February 2008 - Present
KBS Capital Markets Group 2013 - 2013
Ontario Refrigeration August 2006 - February 2008
Skills
Event Planning, Dispatching, Teaching, Outlook
Education
Irvine Valley College
Early Childhood Education and Teaching
Andrew Serkes Andrew Serkes's KBS Capital Markets Group Experience May 2012 - May 2013
Job Director of Capital Markets
Industry Real Estate
Experience
Bamboo Equity Partners July 2013 - Present
KBS Capital Markets Group May 2012 - May 2013
KBS Capital Markets Group November 2009 - May 2013
California Office of Planning and Research July 2008 - November 2008
Alvery Bartlett Group 2007 - 2007
Skills
Entrepreneurship, New Business Development, Sales, Finance, Strategic Planning, Small Business, Portfolio Management, Investments, Investment Properties, Marketing, Real Estate, Series 63, Asset Management, Strategic Financial..., Alternative Investments, Commercial Real Estate, Financial Analysis
Education
University of Southern California 2005 — 2009
i.e. "Bachelor of Science" or "BS", Business Administration, Entrepreneurship, Psychology
University of Southern California - Marshall School of Business 2005 — 2009
BS, Entrepreneurship
Bamboo Equity Partners July 2013 - Present
KBS Capital Markets Group May 2012 - May 2013
KBS Capital Markets Group November 2009 - May 2013
California Office of Planning and Research July 2008 - November 2008
Alvery Bartlett Group 2007 - 2007
Skills
Entrepreneurship, New Business Development, Sales, Finance, Strategic Planning, Small Business, Portfolio Management, Investments, Investment Properties, Marketing, Real Estate, Series 63, Asset Management, Strategic Financial..., Alternative Investments, Commercial Real Estate, Financial Analysis
Education
University of Southern California 2005 — 2009
i.e. "Bachelor of Science" or "BS", Business Administration, Entrepreneurship, Psychology
University of Southern California - Marshall School of Business 2005 — 2009
BS, Entrepreneurship
Adam Lyall Adam Lyall's KBS Capital Markets Group Experience November 2012 - May 2014
Job Experienced, Driven B2B Financial Solutions Wholesaler
Industry Financial Services
Experience
Resource Real Estate June 2014 - June 2015
KBS Capital Markets Group November 2012 - May 2014
KBS Capital Markets Group April 2012 - October 2012
KBS Capital Markets Group December 2011 - March 2012
Novus Investments May 2011 - December 2011
Steadfast Companies December 2009 - March 2011
Steadfast Capital Markets June 2009 - December 2009
Sun Life Financial March 2006 - July 2006
AIG/SunAmerica October 2000 - March 2005
Skills
Series 7, Series 63, Fixed Annuities, Series 6, Variable Annuities, Financial Advisory, Investments, Business Development, Sales, Mutual Funds, Selling, Alternative Investments, 401k, Separately Managed..., Finance, Retirement Planning, Series 65, Asset Management
Education
University of California, Los Angeles 1994 — 1998
Economics
Acalanes High School
Resource Real Estate June 2014 - June 2015
KBS Capital Markets Group November 2012 - May 2014
KBS Capital Markets Group April 2012 - October 2012
KBS Capital Markets Group December 2011 - March 2012
Novus Investments May 2011 - December 2011
Steadfast Companies December 2009 - March 2011
Steadfast Capital Markets June 2009 - December 2009
Sun Life Financial March 2006 - July 2006
AIG/SunAmerica October 2000 - March 2005
Skills
Series 7, Series 63, Fixed Annuities, Series 6, Variable Annuities, Financial Advisory, Investments, Business Development, Sales, Mutual Funds, Selling, Alternative Investments, 401k, Separately Managed..., Finance, Retirement Planning, Series 65, Asset Management
Education
University of California, Los Angeles 1994 — 1998
Economics
Acalanes High School
Jeff Pucker Jeff Pucker's KBS Capital Markets Group Experience April 2011 - January 2015
Job Regional Vice President at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners January 2015 - Present
KBS Capital Markets Group April 2011 - January 2015
Allianz Life September 2008 - April 2011
Genworth Financial May 2005 - September 2008
AXA Equitable 2001 - 2005
Skills
Strategy, New Business Development, Sales, Management, Selling, Leadership, Financial Services, Fixed Annuities, Sales Operations, Alternative Investments, Insurance, Strategic Planning, Securities, Mutual Funds, Retirement Planning
Education
St. Ambrose University 1995 — 1999
Bachelor of Arts (B.A.), Finance
Guggenheim Partners January 2015 - Present
KBS Capital Markets Group April 2011 - January 2015
Allianz Life September 2008 - April 2011
Genworth Financial May 2005 - September 2008
AXA Equitable 2001 - 2005
Skills
Strategy, New Business Development, Sales, Management, Selling, Leadership, Financial Services, Fixed Annuities, Sales Operations, Alternative Investments, Insurance, Strategic Planning, Securities, Mutual Funds, Retirement Planning
Education
St. Ambrose University 1995 — 1999
Bachelor of Arts (B.A.), Finance
John Caron Jr, CRPC® John Caron Jr, CRPC®'s KBS Capital Markets Group Experience June 2014 - Present
Job Regional Vice President at KBS Capital Markets Group
Industry Financial Services
Experience
KBS Capital Markets Group June 2014 - Present
Brighton House Associates February 2014 - June 2014
Highland Capital Management, L.P. August 2012 - August 2013
Turner Investments, L.P. August 2009 - August 2012
John Hancock Funds September 2004 - April 2009
Sovereign Bank September 2002 - September 2004
Skills
Mutual Funds, Alternative Investments, Separately Managed..., Hedge Funds, ETFs, Retirement Planning, Investments, Series 7, Securities, CRPC, Zephyr Analysis, Morningstar Direct, Factset, Fusion Training
Education
Stonehill College 1998 — 2002
BA, Criminal Justice
KBS Capital Markets Group June 2014 - Present
Brighton House Associates February 2014 - June 2014
Highland Capital Management, L.P. August 2012 - August 2013
Turner Investments, L.P. August 2009 - August 2012
John Hancock Funds September 2004 - April 2009
Sovereign Bank September 2002 - September 2004
Skills
Mutual Funds, Alternative Investments, Separately Managed..., Hedge Funds, ETFs, Retirement Planning, Investments, Series 7, Securities, CRPC, Zephyr Analysis, Morningstar Direct, Factset, Fusion Training
Education
Stonehill College 1998 — 2002
BA, Criminal Justice
Dan Rodney Dan Rodney's KBS Capital Markets Group Experience July 2010 - June 2011
Job Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2013 - Present
Edward Jones April 2012 - October 2013
KBS Capital Markets Group July 2010 - June 2011
Genworth Financial March 2006 - August 2008
Hartford\ Planco March 2005 - April 2006
MetLife 2002 - 2005
Pacific Life October 1999 - March 2002
Skills
Retirement Planning, Asset Allocation, Wealth Management, Finance, Fixed Annuities, Investments, Mutual Funds, Retirement, Series 6, Series 7, Alternative Investments
Education
Loyola Marymount University 1994 — 1998
BS
Wells Fargo Advisors, LLC October 2013 - Present
Edward Jones April 2012 - October 2013
KBS Capital Markets Group July 2010 - June 2011
Genworth Financial March 2006 - August 2008
Hartford\ Planco March 2005 - April 2006
MetLife 2002 - 2005
Pacific Life October 1999 - March 2002
Skills
Retirement Planning, Asset Allocation, Wealth Management, Finance, Fixed Annuities, Investments, Mutual Funds, Retirement, Series 6, Series 7, Alternative Investments
Education
Loyola Marymount University 1994 — 1998
BS
Rigo Medina Rigo Medina's KBS Capital Markets Group Experience September 2012 - January 2014
Job Vice President of Sales, Resource Liquid Alternatives
Industry Financial Services
Experience
Resource America November 2014 - Present
Auction.com February 2014 - October 2014
KBS Capital Markets Group September 2012 - January 2014
KBS Capital Markets Group February 2010 - October 2012
KBS Capital Markets Group October 2008 - January 2010
Grubb & Ellis August 2006 - September 2008
Skills
Series 63, Relationship Management, Series 7, Investments, Alternative Investments, Real Estate, Building Relationships, Marketing, Business Development, Sales, Selling, Portfolio Management, Commercial Real Estate, Securities, Investment Advisory
Education
Sterling College
Bachelor's Degree, Business Administration
Resource America November 2014 - Present
Auction.com February 2014 - October 2014
KBS Capital Markets Group September 2012 - January 2014
KBS Capital Markets Group February 2010 - October 2012
KBS Capital Markets Group October 2008 - January 2010
Grubb & Ellis August 2006 - September 2008
Skills
Series 63, Relationship Management, Series 7, Investments, Alternative Investments, Real Estate, Building Relationships, Marketing, Business Development, Sales, Selling, Portfolio Management, Commercial Real Estate, Securities, Investment Advisory
Education
Sterling College
Bachelor's Degree, Business Administration
Eric Nussenblatt Eric Nussenblatt's KBS Capital Markets Group Experience October 2011 - Present
Job Internal Sales Associate
Industry Real Estate
Experience
KBS Capital Markets Group October 2011 - Present
Roger Dunn Golf Shop February 2007 - July 2008
Eastdil Secured August 2006 - November 2006
RBS Greenwich Capital June 2005 - August 2005
Education
University of Denver - Daniels College of Business 2008 — 2011
Masters, Real Estate and MBA
University of Colorado Boulder 2002 — 2006
Bachelor, Business Administration, Finance
KBS Capital Markets Group October 2011 - Present
Roger Dunn Golf Shop February 2007 - July 2008
Eastdil Secured August 2006 - November 2006
RBS Greenwich Capital June 2005 - August 2005
Education
University of Denver - Daniels College of Business 2008 — 2011
Masters, Real Estate and MBA
University of Colorado Boulder 2002 — 2006
Bachelor, Business Administration, Finance
Luke Bobey Luke Bobey's KBS Capital Markets Group Experience May 2012 - Present
Job Senior Vice President at KBS Capital Markets Group
Industry Investment Management
Experience
KBS Capital Markets Group May 2012 - Present
The Hartford December 2003 - May 2012
Skills
Mutual Funds, REIT, Series 7, Alternative Investments, Investment Advisory, Asset Allocation, Retirement Planning, 401k, Real Estate, Retirement, Financial Markets, Financial Services, Investment Management, Financial Advisory, Separately Managed..., BDCs, Interest Rate Risk..., Investments, Wealth Management, Fixed Annuities, Fixed Income Strategies, Securities, Variable Annuities, FINRA, Asset Management, Series 63, Series 24, Portfolio Management, Asset Managment, Commercial Real Estate
Education
University of Pittsburgh 1998 — 2003
Bachelor of Science (B.S.), Finance
John Cabot University 2002 — 2002
International Business, International Business
KBS Capital Markets Group May 2012 - Present
The Hartford December 2003 - May 2012
Skills
Mutual Funds, REIT, Series 7, Alternative Investments, Investment Advisory, Asset Allocation, Retirement Planning, 401k, Real Estate, Retirement, Financial Markets, Financial Services, Investment Management, Financial Advisory, Separately Managed..., BDCs, Interest Rate Risk..., Investments, Wealth Management, Fixed Annuities, Fixed Income Strategies, Securities, Variable Annuities, FINRA, Asset Management, Series 63, Series 24, Portfolio Management, Asset Managment, Commercial Real Estate
Education
University of Pittsburgh 1998 — 2003
Bachelor of Science (B.S.), Finance
John Cabot University 2002 — 2002
International Business, International Business
Tim Ledbetter Tim Ledbetter's KBS Capital Markets Group Experience June 2012 - Present
Job Regional Vice President at KBS Capital Markets Group
Industry Financial Services
Experience
KBS Capital Markets Group June 2012 - Present
The Hartford Mutual Funds January 2008 - June 2012
The Hartford January 2006 - December 2007
Skills
Series 63, Series 7, Mutual Funds, Alternative Investments, Series 6, Fixed Annuities, Variable Annuities
Education
Lafayette College 1998 — 2002
Bachelor of Arts (BA), International Relations and Affairs
Saint Joseph's University
Master of Business Administration (MBA), Business/Commerce, General
KBS Capital Markets Group June 2012 - Present
The Hartford Mutual Funds January 2008 - June 2012
The Hartford January 2006 - December 2007
Skills
Series 63, Series 7, Mutual Funds, Alternative Investments, Series 6, Fixed Annuities, Variable Annuities
Education
Lafayette College 1998 — 2002
Bachelor of Arts (BA), International Relations and Affairs
Saint Joseph's University
Master of Business Administration (MBA), Business/Commerce, General
Seaver Sizemore Seaver Sizemore's KBS Capital Markets Group Experience October 2008 - December 2008
Job Assistant Director at Academic Chess
Industry Education Management
Experience
Academic After School Programs January 2013 - August 2015
Unordinary Vintage June 2011 - June 2014
Ally Sporting Goods LLC July 2009 - December 2013
KBS Capital Markets Group October 2008 - December 2008
International Armor Corporation September 2007 - May 2008
Skills
Social Media Marketing, Customer Service, Entrepreneurship, Dedication to..., Oral & Written..., Microsoft Excel, Microsoft Office, MRI Software, Team Leadership, Market Research, Enthusiastic..., Social Media, Public Speaking, Program Development, Program Management, Fundraising, Leadership Development, Nonprofits, Marketing, Marketing Strategy, Research, Social Networking, Leadership, Management
Education
Cal State Fullerton 2010 — 2012
Bachelor of Arts in Business Administration, Concentration: Marketing
Saddleback College 2005 — 2009
Transfer, Math, History, Accounting, Business, Philosophy, Film, Economics, English, Speech
Academic After School Programs January 2013 - August 2015
Unordinary Vintage June 2011 - June 2014
Ally Sporting Goods LLC July 2009 - December 2013
KBS Capital Markets Group October 2008 - December 2008
International Armor Corporation September 2007 - May 2008
Skills
Social Media Marketing, Customer Service, Entrepreneurship, Dedication to..., Oral & Written..., Microsoft Excel, Microsoft Office, MRI Software, Team Leadership, Market Research, Enthusiastic..., Social Media, Public Speaking, Program Development, Program Management, Fundraising, Leadership Development, Nonprofits, Marketing, Marketing Strategy, Research, Social Networking, Leadership, Management
Education
Cal State Fullerton 2010 — 2012
Bachelor of Arts in Business Administration, Concentration: Marketing
Saddleback College 2005 — 2009
Transfer, Math, History, Accounting, Business, Philosophy, Film, Economics, English, Speech
Robert P. Sullivan, Esq. Robert P. Sullivan, Esq.'s KBS Capital Markets Group Experience November 2005 - August 2012
Job Senior Vice President at Cole Capital
Industry Investment Management
Experience
Cole Capital June 2015 - Present
Franklin Square Capital Partners April 2014 - December 2014
Lord, Abbett & Co. LLC August 2012 - April 2014
KBS Capital Markets Group November 2005 - August 2012
Education
California Western School of Law 2001 — 2004
Doctor of Law (J.D.)
California Polytechnic State University-San Luis Obispo
Cole Capital June 2015 - Present
Franklin Square Capital Partners April 2014 - December 2014
Lord, Abbett & Co. LLC August 2012 - April 2014
KBS Capital Markets Group November 2005 - August 2012
Education
California Western School of Law 2001 — 2004
Doctor of Law (J.D.)
California Polytechnic State University-San Luis Obispo
Scott McIntyre Scott McIntyre's KBS Capital Markets Group Experience February 2011 - May 2014
Job Senior Vice President at Cole Capital
Industry Financial Services
Experience
Cole Capital June 2014 - Present
KBS-Capital Markets Group February 2011 - May 2014
Sun Life Financial April 2005 - February 2012
VANTAGE ADVISOR GROUP December 2003 - April 2005
FISHER INVESTMENTS, INC December 2002 - December 2003
MANULIFE WOOD LOGAN April 2000 - December 2002
UnumPROVIDENT January 1989 - April 2000
UnumProvident January 1989 - April 2000
MATTHEW BENDER COMPANY January 1988 - January 1989
Skills
Presenter, Marketing, Wholesaling, Variable Annuity, Insurance, Sales Management, CPA, Self Starter, Entrepreneur, Series 7, Fixed Annuities, Retirement Planning, Mutual Funds, Entrepreneurship, Wholesale, Separately Managed..., Employee Benefits, Retirement
Education
Shippensburg University of Pennsylvania
BSBA, Business Administration - Accounting
Cole Capital June 2014 - Present
KBS-Capital Markets Group February 2011 - May 2014
Sun Life Financial April 2005 - February 2012
VANTAGE ADVISOR GROUP December 2003 - April 2005
FISHER INVESTMENTS, INC December 2002 - December 2003
MANULIFE WOOD LOGAN April 2000 - December 2002
UnumPROVIDENT January 1989 - April 2000
UnumProvident January 1989 - April 2000
MATTHEW BENDER COMPANY January 1988 - January 1989
Skills
Presenter, Marketing, Wholesaling, Variable Annuity, Insurance, Sales Management, CPA, Self Starter, Entrepreneur, Series 7, Fixed Annuities, Retirement Planning, Mutual Funds, Entrepreneurship, Wholesale, Separately Managed..., Employee Benefits, Retirement
Education
Shippensburg University of Pennsylvania
BSBA, Business Administration - Accounting
Richard Gann Richard Gann's KBS Capital Markets Group Experience February 2010 - November 2011
Job Chief Products Officer for Steadfast Companies
Industry Real Estate
Experience
Steadfast Companies March 2014 - Present
REIT in Orange County, CA November 2011 - Present
KBS Capital Markets Group February 2010 - November 2011
Grubb & Ellis January 2007 - February 2010
Estate Planning, Real Estate and Transactional Law January 1997 - December 2006
Skills
Strategic Planning, New Business Development, Public Speaking, Marketing Communications, Public Relations, Email Marketing, Integrated Marketing, Marketing, Marketing Management, Marketing Strategy, Real Estate, Sales, Securities
Education
California Western School of Law 1995 — 1997
JD, Law
University of California, Los Angeles 1991 — 1993
BA, Political Science and Government
Steadfast Companies March 2014 - Present
REIT in Orange County, CA November 2011 - Present
KBS Capital Markets Group February 2010 - November 2011
Grubb & Ellis January 2007 - February 2010
Estate Planning, Real Estate and Transactional Law January 1997 - December 2006
Skills
Strategic Planning, New Business Development, Public Speaking, Marketing Communications, Public Relations, Email Marketing, Integrated Marketing, Marketing, Marketing Management, Marketing Strategy, Real Estate, Sales, Securities
Education
California Western School of Law 1995 — 1997
JD, Law
University of California, Los Angeles 1991 — 1993
BA, Political Science and Government
PJ McDaniel's KBS Capital Markets Group Experience December 2005 - December 2010
Job Divisional Sales Manager A Financial Services Distribution Company
Industry Financial Services
Experience
A Financial Services Distribution Company January 2011 - Present
KBS Capital Markets Group December 2005 - December 2010
Credit Suisse First Boston 2001 - 2003
Education
Regis University 1995 — 1999
Business Administration, Finance
Semester at Sea (Fall 1997) 1997 — 1997
International Business
Chaminade College Prep 1991 — 1995
A Financial Services Distribution Company January 2011 - Present
KBS Capital Markets Group December 2005 - December 2010
Credit Suisse First Boston 2001 - 2003
Education
Regis University 1995 — 1999
Business Administration, Finance
Semester at Sea (Fall 1997) 1997 — 1997
International Business
Chaminade College Prep 1991 — 1995
Ryan Akers, MBA, CLTC Ryan Akers, MBA, CLTC's KBS Capital Markets Group Experience February 2011 - December 2011
Job Regional Vice President at Symetra
Industry Investment Management
Experience
Symetra January 2015 - Present
Genworth June 2014 - January 2015
Genworth Financial December 2011 - July 2013
KBS Capital Markets Group February 2011 - December 2011
Genworth Financial December 2007 - January 2011
Genworth Financial October 2004 - December 2007
Wachovia Securities October 2003 - October 2004
Skills
Sales Operations, Wealth Management, Financial Advisory, Mutual Funds, Fixed Annuities, Investments, Retirement, Variable Annuities, Long-term Care, Public Speaking, Retirement Planning, Series 6, Insurance, FINRA, Series 63, Series 7, Financial Planning, Alternative Investments, Asset Allocation, Long Term Care Insurance, Investment Advisory, 401k, Securities
Education
University of Richmond - Robins School of Business 2005 — 2008
MBA, Strategic Leadership
University of Virginia 1998 — 2002
BA, Psychology
Symetra January 2015 - Present
Genworth June 2014 - January 2015
Genworth Financial December 2011 - July 2013
KBS Capital Markets Group February 2011 - December 2011
Genworth Financial December 2007 - January 2011
Genworth Financial October 2004 - December 2007
Wachovia Securities October 2003 - October 2004
Skills
Sales Operations, Wealth Management, Financial Advisory, Mutual Funds, Fixed Annuities, Investments, Retirement, Variable Annuities, Long-term Care, Public Speaking, Retirement Planning, Series 6, Insurance, FINRA, Series 63, Series 7, Financial Planning, Alternative Investments, Asset Allocation, Long Term Care Insurance, Investment Advisory, 401k, Securities
Education
University of Richmond - Robins School of Business 2005 — 2008
MBA, Strategic Leadership
University of Virginia 1998 — 2002
BA, Psychology
Tim McCabe Tim McCabe's KBS Capital Markets Group Experience November 2005 - May 2013
Job RVP at Southern California Real Estate firm
Industry Financial Services
Experience
Southern California Real Estate firm June 2013 - Present
KBS Realty Advisors 2005 - Present
KBS Capital Markets Group November 2005 - May 2013
MetLife Investors October 2000 - November 2005
AXA Equitable 1997 - 2000
Skills
Strategic Financial..., Wealth Management..., 401k, Investment Strategies, Wholesale, Life Insurance, Investment Advisory, Investment Management, Public Speaking, Financial Services, Bonds, Wealth Management, Retirement Planning, Sales Presentations, Series 24, IRAs, Financial Advisory, Retirement, Marketing
Education
University of Maryland College Park 1983 — 1988
Bachelor of Arts (B.A.), Economics
Southern California Real Estate firm June 2013 - Present
KBS Realty Advisors 2005 - Present
KBS Capital Markets Group November 2005 - May 2013
MetLife Investors October 2000 - November 2005
AXA Equitable 1997 - 2000
Skills
Strategic Financial..., Wealth Management..., 401k, Investment Strategies, Wholesale, Life Insurance, Investment Advisory, Investment Management, Public Speaking, Financial Services, Bonds, Wealth Management, Retirement Planning, Sales Presentations, Series 24, IRAs, Financial Advisory, Retirement, Marketing
Education
University of Maryland College Park 1983 — 1988
Bachelor of Arts (B.A.), Economics
Brad Knoll, RICP, CRPC Brad Knoll, RICP, CRPC's KBS Capital Markets Group Experience October 2010 - August 2011
Job Retirement Consultant, Allianz Life Financial Services, LLC
Industry Financial Services
Experience
Allianz Life Financial Services, LLC August 2011 - Present
KBS Capital Markets Group October 2010 - August 2011
AXA Equitable August 2004 - September 2010
Scudder Investments January 1997 - August 2004
Education
The Ohio State University 1988 — 1991
BSBA, Finance
The Ohio State University Fisher College of Business 1987 — 1991
BSBA, Finance
Miami University 1986 — 1987
Allianz Life Financial Services, LLC August 2011 - Present
KBS Capital Markets Group October 2010 - August 2011
AXA Equitable August 2004 - September 2010
Scudder Investments January 1997 - August 2004
Education
The Ohio State University 1988 — 1991
BSBA, Finance
The Ohio State University Fisher College of Business 1987 — 1991
BSBA, Finance
Miami University 1986 — 1987
Lindsey Ensign Olson Lindsey Ensign Olson's KBS Capital Markets Group Experience August 2009 - March 2012
Job Business Development Associate at Auction.com Commercial
Industry Real Estate
Experience
Auction.com Commercial April 2012 - Present
Xebec Development Company October 2011 - April 2012
KBS Capital Markets Group August 2009 - March 2012
Octagon Sports Marketing June 2008 - August 2008
Los Trancos Development June 2007 - August 2007
Skills
Asset Management, Business Development, Coaching, Commercial Real Estate, Contract Negotiation, Due Diligence, Finance, Investments, Leadership, Marketing, Market Research, Portfolio Management, Real Estate, Recruiting, Retail, Sales, Sellers, Selling, Brokerage
Education
Princeton University
Bachelor's Degree, History
Auction.com Commercial April 2012 - Present
Xebec Development Company October 2011 - April 2012
KBS Capital Markets Group August 2009 - March 2012
Octagon Sports Marketing June 2008 - August 2008
Los Trancos Development June 2007 - August 2007
Skills
Asset Management, Business Development, Coaching, Commercial Real Estate, Contract Negotiation, Due Diligence, Finance, Investments, Leadership, Marketing, Market Research, Portfolio Management, Real Estate, Recruiting, Retail, Sales, Sellers, Selling, Brokerage
Education
Princeton University
Bachelor's Degree, History
Dereck Collins's KBS Capital Markets Group Experience July 2014 - Present
Job KBS Capital Markets Group Internal Sales
Industry Financial Services
Experience
KBS Capital Markets Group July 2014 - Present
Skills
Loan Servicing, Retirement Planning, Mortgage Lending, Residential Mortgages, Series 63, Wealth Management, Home Equity Lines of..., Refinance, Mortgage Banking, Series 7, Non-Conforming, Real Estate, FHA, Investments, Mutual Funds, Uniform Combined State..., Credit, Loan Origination, FHA financing, Loans, Underwriting, Strategic Financial...
Education
University of Phoenix 1998 — 2001
DeVry Institute of Technology 1984 — 1987
AS
KBS Capital Markets Group July 2014 - Present
Skills
Loan Servicing, Retirement Planning, Mortgage Lending, Residential Mortgages, Series 63, Wealth Management, Home Equity Lines of..., Refinance, Mortgage Banking, Series 7, Non-Conforming, Real Estate, FHA, Investments, Mutual Funds, Uniform Combined State..., Credit, Loan Origination, FHA financing, Loans, Underwriting, Strategic Financial...
Education
University of Phoenix 1998 — 2001
DeVry Institute of Technology 1984 — 1987
AS
Isabella Gonzalez Isabella Gonzalez's KBS Capital Markets Group Experience December 2014 - Present
Job KBS Capital Markets Group
Industry Real Estate
Experience
KBS Capital Markets Group December 2014 - Present
Workbridge Associates September 2014 - December 2014
Infiniti of Mission Viejo August 2011 - July 2012
OC Human Relations January 2012 - February 2012
Yoder Development November 2010 - January 2011
Evolution Trading June 2009 - August 2009
Skills
Account Management, Clientele Development, Customer Relations, Customer Service, Interpersonal..., Leadership, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Research, Management, Recruiting, Human Resources, Talent Acquisition, Administrative..., Team Building
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Global Studies
East China Normal University
Global Studies
Colegio Miguel de Unamuno
International/Global Studies
KBS Capital Markets Group December 2014 - Present
Workbridge Associates September 2014 - December 2014
Infiniti of Mission Viejo August 2011 - July 2012
OC Human Relations January 2012 - February 2012
Yoder Development November 2010 - January 2011
Evolution Trading June 2009 - August 2009
Skills
Account Management, Clientele Development, Customer Relations, Customer Service, Interpersonal..., Leadership, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Research, Management, Recruiting, Human Resources, Talent Acquisition, Administrative..., Team Building
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Global Studies
East China Normal University
Global Studies
Colegio Miguel de Unamuno
International/Global Studies
Sean Spear's KBS Capital Markets Group Experience May 2012 - August 2012
Job Director of Southern California at Bisnow
Industry Real Estate
Experience
Bisnow October 2013 - Present
Interior Office Systems, Inc. May 2009 - August 2013
KBS Capital Markets Group May 2012 - August 2012
Heidt Torres Company May 2011 - August 2011
Spotlight Ticket Management May 2010 - August 2010
Skills
Marketing, Sales, Strategy, New Business Development, Public Speaking, Leadership, Social Networking, Entrepreneurship, Commercial Real Estate
Education
University of Southern California 2009 — 2013
Bachelor's degree, Public Policy and Development- Emphasis Real Estate Developement
University of Southern California - Marshall School of Business 2009 — 2013
Double Minor, Business Administration and Management, Entrepreneurship
Bisnow October 2013 - Present
Interior Office Systems, Inc. May 2009 - August 2013
KBS Capital Markets Group May 2012 - August 2012
Heidt Torres Company May 2011 - August 2011
Spotlight Ticket Management May 2010 - August 2010
Skills
Marketing, Sales, Strategy, New Business Development, Public Speaking, Leadership, Social Networking, Entrepreneurship, Commercial Real Estate
Education
University of Southern California 2009 — 2013
Bachelor's degree, Public Policy and Development- Emphasis Real Estate Developement
University of Southern California - Marshall School of Business 2009 — 2013
Double Minor, Business Administration and Management, Entrepreneurship
J. Greg McGowan J. Greg McGowan's KBS Capital Markets Group Experience 2009 - March 2011
Job Regional Marketing Director at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors 2015 - Present
Lightstone Capital Markets June 2012 - January 2015
TNP, LLC March 2011 - June 2012
KBS Capital Markets Group 2009 - March 2011
Lincoln Financial Group 2004 - 2009
AXA Financial 2000 - 2004
Skills
Series 63, Asset Managment, Securities, Mutual Funds, Series 7, Retirement, Variable Annuities, Investments, Alternative Investments, Fixed Annuities, Wealth Management, Series 24, Series 6, Retirement Planning
Education
University of Rhode Island 1981 — 1985
B.S., Business
Lincoln Financial Distributors 2015 - Present
Lightstone Capital Markets June 2012 - January 2015
TNP, LLC March 2011 - June 2012
KBS Capital Markets Group 2009 - March 2011
Lincoln Financial Group 2004 - 2009
AXA Financial 2000 - 2004
Skills
Series 63, Asset Managment, Securities, Mutual Funds, Series 7, Retirement, Variable Annuities, Investments, Alternative Investments, Fixed Annuities, Wealth Management, Series 24, Series 6, Retirement Planning
Education
University of Rhode Island 1981 — 1985
B.S., Business
Chris Hawn Chris Hawn's KBS Capital Markets Group Experience April 2012 - April 2013
Job VP, Investments and Institutional Consultant at Stadion Money Management
Industry Investment Management
Experience
Stadion Money Management May 2013 - Present
KBS Capital Markets Group April 2012 - April 2013
The Hartford April 2002 - April 2010
Skills
Series 7, Series 65, Alternative Investments, Mutual Funds, Series 63, Series 6
Education
Cabrini College
Bachelor of Business Administration (BBA)
Stadion Money Management May 2013 - Present
KBS Capital Markets Group April 2012 - April 2013
The Hartford April 2002 - April 2010
Skills
Series 7, Series 65, Alternative Investments, Mutual Funds, Series 63, Series 6
Education
Cabrini College
Bachelor of Business Administration (BBA)
Nathan Caschera Nathan Caschera's KBS Capital Markets Group Experience May 2015 - Present
Job Upper Midwest (WI, IL, IN) Internal Sales Associate at KBS
Industry Financial Services
Experience
KBS Capital Markets Group May 2015 - Present
Vertical Capital Markets Group, LLC February 2015 - May 2015
The Spot2g LLC September 2011 - February 2015
Kint September 2009 - September 2013
Skills
Series 7, Sales, Marketing, Advertising, Social Media Marketing, New Business Development, Entrepreneurship, Business Strategy, Marketing Strategy, Account Management, Customer Service, Social Networking, Public Speaking, Leadership
Education
Penn State University 2004 — 2008
KBS Capital Markets Group May 2015 - Present
Vertical Capital Markets Group, LLC February 2015 - May 2015
The Spot2g LLC September 2011 - February 2015
Kint September 2009 - September 2013
Skills
Series 7, Sales, Marketing, Advertising, Social Media Marketing, New Business Development, Entrepreneurship, Business Strategy, Marketing Strategy, Account Management, Customer Service, Social Networking, Public Speaking, Leadership
Education
Penn State University 2004 — 2008
Mick Manning Mick Manning's KBS Capital Markets Group Experience January 2015 - Present
Job President and CEO
Industry Commercial Real Estate
Experience
KBS Capital Markets Group January 2015 - Present
Skills
Series 7, Investments
Education
University of Colorado Boulder 1982 — 1986
KBS Capital Markets Group January 2015 - Present
Skills
Series 7, Investments
Education
University of Colorado Boulder 1982 — 1986
Jeff Kremin Jeff Kremin's KBS Capital Markets Group Experience December 2005 - Present
Job Executive Vice President / National Sales Manager
Industry Financial Services
Experience
KBS Capital Markets Group December 2005 - Present
Travelers Life & Annuity 2004 - 2005
Jackson National Life 1998 - 2004
Pacific Life 1994 - 1998
Nuveen Investments 1990 - 1994
Skills
Alternative Investments, Fixed Annuities, Mutual Funds, Retirement Planning, Series 6, Series 63, Series 7
Education
University of Michigan
KBS Capital Markets Group December 2005 - Present
Travelers Life & Annuity 2004 - 2005
Jackson National Life 1998 - 2004
Pacific Life 1994 - 1998
Nuveen Investments 1990 - 1994
Skills
Alternative Investments, Fixed Annuities, Mutual Funds, Retirement Planning, Series 6, Series 63, Series 7
Education
University of Michigan
Russell E. Browning Jr. Russell E. Browning Jr.'s KBS Capital Markets Group Experience August 2015 - Present
Job Internal Sales Associate at KBS Capital Markets Group
Industry Commercial Real Estate
Experience
KBS Capital Markets Group August 2015 - Present
KBS Capital Markets Group April 2015 - July 2015
Skills
Leadership, Marketing, Fundraising, Public Relations, Intercollegiate..., Statistics, Athletics, Sports, Microsoft Office, PowerPoint, Public Speaking, Microsoft Word, Social Media, Teamwork, Financial Modeling, Human Resources, Social Networking, Finance, Sales, Facebook, Investments, Microsoft Excel, Business Development, Cold Calling
Education
Cornell University 2010 — 2014
Bachelor's Degree, Communication, Applied Economics and Management
Università Commerciale 'Luigi Bocconi' 2013 — 2013
Student Exchange Program
John Burroughs High School 2004 — 2010
KBS Capital Markets Group August 2015 - Present
KBS Capital Markets Group April 2015 - July 2015
Skills
Leadership, Marketing, Fundraising, Public Relations, Intercollegiate..., Statistics, Athletics, Sports, Microsoft Office, PowerPoint, Public Speaking, Microsoft Word, Social Media, Teamwork, Financial Modeling, Human Resources, Social Networking, Finance, Sales, Facebook, Investments, Microsoft Excel, Business Development, Cold Calling
Education
Cornell University 2010 — 2014
Bachelor's Degree, Communication, Applied Economics and Management
Università Commerciale 'Luigi Bocconi' 2013 — 2013
Student Exchange Program
John Burroughs High School 2004 — 2010
Brett Rogers Brett Rogers's KBS Capital Markets Group Experience September 2014 - December 2014
Job Associate at PrideCo Capital Management
Industry Financial Services
Experience
PrideCo Capital Management January 2015 - Present
Marketing August 2012 - Present
KBS Capital Markets Group September 2014 - December 2014
Capstone Partners Financial and Insurance Services November 2013 - August 2014
Idea Hall August 2013 - November 2013
THT Construction Inc. December 2008 - November 2013
California State University, Fullerton August 2012 - August 2013
PRactical ADvantage Communications January 2013 - May 2013
Nordstrom December 2010 - June 2012
USO May 2011 - May 2011
Skills
Management, Real Estate, Marketing, Strategic Planning, Real Estate Private..., Real Estate Financing, Real Estate Development, Commercial Real Estate, Family Office, Direct Lending, Community Outreach, Press Releases, Sales, Social Media
Education
California State University-Fullerton 2010 — 2013
Bachelor's degree, Public Relations
Dong-ah Institute of Media and Arts 2011 — 2011
Exchange Program, Public Relations, Video Production, Film Making
Orange Coast College 2007 — 2010
Transfer Units, Business Administration and Management, General
PrideCo Capital Management January 2015 - Present
Marketing August 2012 - Present
KBS Capital Markets Group September 2014 - December 2014
Capstone Partners Financial and Insurance Services November 2013 - August 2014
Idea Hall August 2013 - November 2013
THT Construction Inc. December 2008 - November 2013
California State University, Fullerton August 2012 - August 2013
PRactical ADvantage Communications January 2013 - May 2013
Nordstrom December 2010 - June 2012
USO May 2011 - May 2011
Skills
Management, Real Estate, Marketing, Strategic Planning, Real Estate Private..., Real Estate Financing, Real Estate Development, Commercial Real Estate, Family Office, Direct Lending, Community Outreach, Press Releases, Sales, Social Media
Education
California State University-Fullerton 2010 — 2013
Bachelor's degree, Public Relations
Dong-ah Institute of Media and Arts 2011 — 2011
Exchange Program, Public Relations, Video Production, Film Making
Orange Coast College 2007 — 2010
Transfer Units, Business Administration and Management, General
RJ Opeka RJ Opeka's KBS Capital Markets Group Experience April 2010 - May 2011
Job Director, Opus Bank Commercial Real Estate Banking
Industry Banking
Experience
Opus Bank June 2011 - Present
KBS Capital Markets Group April 2010 - May 2011
California First Leasing Corporation January 2009 - March 2010
Tucson Realty & Trust Co. 2008 - 2009
Education
University of Arizona 2004 — 2008
B.S., Regional Development
Opus Bank June 2011 - Present
KBS Capital Markets Group April 2010 - May 2011
California First Leasing Corporation January 2009 - March 2010
Tucson Realty & Trust Co. 2008 - 2009
Education
University of Arizona 2004 — 2008
B.S., Regional Development
Kyla Valles Kyla Valles's KBS Capital Markets Group Experience February 2008 - January 2011
Job National Accounts Associate at Alternative Investment Distributor
Industry Financial Services
Experience
Alternative Investment Distributor December 2013 - Present
Alternative Investment Distributor January 2011 - December 2013
KBS Capital Markets Group February 2008 - January 2011
City of Newport Beach May 2005 - September 2008
Education
Cal State Fullerton 2007 — 2010
Business Administration (BA), Business Administration and Management, General
Santiago Canyon College/Santa Ana College 2005 — 2007
Associate of Science (AS), Fire Science/Fire-fighting
Alternative Investment Distributor December 2013 - Present
Alternative Investment Distributor January 2011 - December 2013
KBS Capital Markets Group February 2008 - January 2011
City of Newport Beach May 2005 - September 2008
Education
Cal State Fullerton 2007 — 2010
Business Administration (BA), Business Administration and Management, General
Santiago Canyon College/Santa Ana College 2005 — 2007
Associate of Science (AS), Fire Science/Fire-fighting
Nicole (Snell) Deermount Nicole (Snell) Deermount's KBS Capital Markets Group Experience July 2012 - October 2014
Job Marketing Manager at KBS Capital Markets Group
Industry Real Estate
Experience
KBS Capital Markets Group July 2012 - October 2014
Land Advisors Organization June 2010 - July 2012
Land Advisors Organization November 2003 - June 2010
CB Richard Ellis October 2002 - October 2003
Amies Communications 1999 - 1999
Skills
Marketing, Marketing Management, Business Strategy, Real Estate, Writing, Event Planning, Event Marketing, Marketing Strategy, Email Marketing, Marketing Communications, Online Marketing, Public Relations, Social Media, Media Relations, Social Media Marketing, Newsletters, Blogging, Brand Development, Corporate Branding, Company Branding, Brand Awareness, Corporate Communications, Business Development, Market Planning, Digital Marketing, Leadership, Press Releases, Brand Management, Market Analysis, Brokerage, Project Planning, Creative Direction, Direct Marketing, Strategic Communications, Lead Generation, Integrated Marketing, Contract Negotiation, Strategic Planning, Analysis, Market Research, Budgets, Sales, Team Leadership, Social Networking, Retail, New Business Development, Online Advertising, SEO, Salesforce.com
Education
University of California, Irvine - The Paul Merage School of Business 2008 — 2010
MBA, Business Management
University of Colorado Boulder 1998 — 2002
BA, Spanish Language and Literature
Corona del Mar High School 1994 — 1998
High School
KBS Capital Markets Group July 2012 - October 2014
Land Advisors Organization June 2010 - July 2012
Land Advisors Organization November 2003 - June 2010
CB Richard Ellis October 2002 - October 2003
Amies Communications 1999 - 1999
Skills
Marketing, Marketing Management, Business Strategy, Real Estate, Writing, Event Planning, Event Marketing, Marketing Strategy, Email Marketing, Marketing Communications, Online Marketing, Public Relations, Social Media, Media Relations, Social Media Marketing, Newsletters, Blogging, Brand Development, Corporate Branding, Company Branding, Brand Awareness, Corporate Communications, Business Development, Market Planning, Digital Marketing, Leadership, Press Releases, Brand Management, Market Analysis, Brokerage, Project Planning, Creative Direction, Direct Marketing, Strategic Communications, Lead Generation, Integrated Marketing, Contract Negotiation, Strategic Planning, Analysis, Market Research, Budgets, Sales, Team Leadership, Social Networking, Retail, New Business Development, Online Advertising, SEO, Salesforce.com
Education
University of California, Irvine - The Paul Merage School of Business 2008 — 2010
MBA, Business Management
University of Colorado Boulder 1998 — 2002
BA, Spanish Language and Literature
Corona del Mar High School 1994 — 1998
High School
Simon Brower's KBS Capital Markets Group Experience June 2015 - Present
Job Regional Vice President, KBS Capital Markets Group
Industry Financial Services
Experience
KBS Capital Markets Group June 2015 - Present
AEI Fund Management, Inc April 2014 - June 2015
KBS Capital Markets Group November 2010 - April 2014
Grubb & Ellis Securities August 2007 - September 2010
Triple Net Properties March 2004 - August 2007
Tax & Financial Group December 2001 - March 2004
Skills
Series 63, Mutual Funds, Securities, Series 6, Series 24, Asset Management, Asset Managment, Financial Advisory, Real Estate, Retirement Planning, Portfolio Management, Fixed Annuities, Wealth Management, 401k, Retirement, Investment Advisory, Variable Annuities, Strategic Financial..., Uniform Combined State..., Series 7, Sales Management, Sales Operations, Salesforce.com, Leadership, New Business Development, Business Development, Sales, Marketing Strategy, Strategy, Team Building, Cold Calling, Investments, Insurance
Education
University of California, Irvine 1999 — 2001
Bachelor of Arts, Economics
KBS Capital Markets Group June 2015 - Present
AEI Fund Management, Inc April 2014 - June 2015
KBS Capital Markets Group November 2010 - April 2014
Grubb & Ellis Securities August 2007 - September 2010
Triple Net Properties March 2004 - August 2007
Tax & Financial Group December 2001 - March 2004
Skills
Series 63, Mutual Funds, Securities, Series 6, Series 24, Asset Management, Asset Managment, Financial Advisory, Real Estate, Retirement Planning, Portfolio Management, Fixed Annuities, Wealth Management, 401k, Retirement, Investment Advisory, Variable Annuities, Strategic Financial..., Uniform Combined State..., Series 7, Sales Management, Sales Operations, Salesforce.com, Leadership, New Business Development, Business Development, Sales, Marketing Strategy, Strategy, Team Building, Cold Calling, Investments, Insurance
Education
University of California, Irvine 1999 — 2001
Bachelor of Arts, Economics
Matt Crary Matt Crary's KBS Capital Markets Group Experience November 2009 - Present
Job Sr. ISA KBS Capital Markets Group
Industry Financial Services
Experience
KBS Capital Markets Group November 2009 - Present
John Hancock Wood Logan, Inc July 2000 - January 2009
Skills
Series 7, Series 63, Alternative Investments, Fixed Annuities, Investments, Mutual Funds, Securities, Asset Managment, Retirement Planning, Strategic Financial..., Series 6, Separately Managed..., Uniform Combined State..., New Business Development, Series 65, Variable Annuities, Portfolio Management, Insurance, Asset Allocation, 529 Plans
Education
University of California, Santa Barbara 1995 — 1998
Bachelor of Arts, Law and Society
Southern Methodist University 1994 — 1995
Business & Economics
KBS Capital Markets Group November 2009 - Present
John Hancock Wood Logan, Inc July 2000 - January 2009
Skills
Series 7, Series 63, Alternative Investments, Fixed Annuities, Investments, Mutual Funds, Securities, Asset Managment, Retirement Planning, Strategic Financial..., Series 6, Separately Managed..., Uniform Combined State..., New Business Development, Series 65, Variable Annuities, Portfolio Management, Insurance, Asset Allocation, 529 Plans
Education
University of California, Santa Barbara 1995 — 1998
Bachelor of Arts, Law and Society
Southern Methodist University 1994 — 1995
Business & Economics
Dan Mercer Jr Dan Mercer Jr's KBS Capital Markets Group Experience May 2014 - Present
Job Regional Vice President at KBS Capital Markets Group
Industry Capital Markets
Experience
KBS Capital Markets Group May 2014 - Present
KBS Capital Markets Group May 2012 - May 2014
KBS Capital Markets Group August 2011 - May 2012
Skills
Commercial Real Estate, Shopping Centers, Series 7, Mutual Funds, Series 63, Alternative Investments, Tenant, Capital Markets, Asset Management
Education
University of Arizona
KBS Capital Markets Group May 2014 - Present
KBS Capital Markets Group May 2012 - May 2014
KBS Capital Markets Group August 2011 - May 2012
Skills
Commercial Real Estate, Shopping Centers, Series 7, Mutual Funds, Series 63, Alternative Investments, Tenant, Capital Markets, Asset Management
Education
University of Arizona
Robert Nguyen, MBA Robert Nguyen, MBA's KBS Capital Markets Group Experience January 2012 - Present
Job Director of Operations at KBS Capital Markets Group
Industry Financial Services
Experience
KBS Capital Markets Group January 2012 - Present
KBS Capital Markets Group June 2009 - December 2011
USC Marshall School of Business August 2006 - June 2009
RBC May 2004 - March 2008
UBS June 2000 - May 2004
Skills
Securities, Series 7, Management Consulting, Management, Financial Modeling, Strategy, Financial Analysis, Marketing, Financial Services, Analysis, Human Resources, Marketing Strategy, Investments, Time Management, Asset Management, Organizational..., Finance, Portfolio Management, Investment Banking, Valuation, Strategic Financial..., Alternative Investments, Wealth Management
Education
University of Southern California - Marshall School of Business 2006 — 2009
MBA, Strategic Marketing & Analysis
University of California, Irvine 1995 — 1999
BA, Emphasis on Economics
Villa Park HS
KBS Capital Markets Group January 2012 - Present
KBS Capital Markets Group June 2009 - December 2011
USC Marshall School of Business August 2006 - June 2009
RBC May 2004 - March 2008
UBS June 2000 - May 2004
Skills
Securities, Series 7, Management Consulting, Management, Financial Modeling, Strategy, Financial Analysis, Marketing, Financial Services, Analysis, Human Resources, Marketing Strategy, Investments, Time Management, Asset Management, Organizational..., Finance, Portfolio Management, Investment Banking, Valuation, Strategic Financial..., Alternative Investments, Wealth Management
Education
University of Southern California - Marshall School of Business 2006 — 2009
MBA, Strategic Marketing & Analysis
University of California, Irvine 1995 — 1999
BA, Emphasis on Economics
Villa Park HS
Katie Calvert Katie Calvert's KBS Capital Markets Group Experience September 2006 - December 2010
Job Director of Corporate Events
Industry Financial Services
Experience
A Financial Services Distribution Company January 2011 - Present
KBS Capital Markets Group September 2006 - December 2010
Skills
Corporate Events, Trade Shows, Conferences, Event Management
Education
University of Arizona
BA, Psychology
A Financial Services Distribution Company January 2011 - Present
KBS Capital Markets Group September 2006 - December 2010
Skills
Corporate Events, Trade Shows, Conferences, Event Management
Education
University of Arizona
BA, Psychology
James Rippe's KBS Capital Markets Group Experience October 2010 - Present
Job Network Manager
Industry Information Technology and Services
Experience
KBS Capital Markets Group October 2010 - Present
J Technologies May 2003 - October 2010
Network 2000 February 2000 - May 2003
Skills
Network Security, Networking, Management, Hardware, Sales, New Business Development, Marketing
Education
University of California, Irvine 1988 — 1990
English, Creative Writing
University of Southern California 1987 — 1988
Pyschobiology
KBS Capital Markets Group October 2010 - Present
J Technologies May 2003 - October 2010
Network 2000 February 2000 - May 2003
Skills
Network Security, Networking, Management, Hardware, Sales, New Business Development, Marketing
Education
University of California, Irvine 1988 — 1990
English, Creative Writing
University of Southern California 1987 — 1988
Pyschobiology
Rustyn (Rusty) Osier, CPA, MBA's KBS Capital Markets Group Experience January 2013 - Present
Job Chief Financial Officer, Controller, Vice President of Finance
Industry Executive Office
Experience
KBS Capital Markets Group January 2013 - Present
Investors' Property Services March 2009 - January 2013
MRO Investments, LLC February 2007 - July 2010
Wireless Capital Partners June 2008 - April 2009
Pegasus Finance & Insurance November 2005 - May 2007
Verizon Wireless November 1998 - November 2005
Sonance 1992 - 1998
LeWinter Thelander, Certified Public Accountants January 1994 - August 1996
Education
Mastery 2014 — 2014
Harvard Business School 2003 — 2003
Executive Education, Leadership
University of Southern California - Marshall School of Business 1999 — 2001
MBA, Marketing and Finance
Washington State University 1987 — 1991
Bachelor of Arts, Finance and Accounting
KBS Capital Markets Group January 2013 - Present
Investors' Property Services March 2009 - January 2013
MRO Investments, LLC February 2007 - July 2010
Wireless Capital Partners June 2008 - April 2009
Pegasus Finance & Insurance November 2005 - May 2007
Verizon Wireless November 1998 - November 2005
Sonance 1992 - 1998
LeWinter Thelander, Certified Public Accountants January 1994 - August 1996
Education
Mastery 2014 — 2014
Harvard Business School 2003 — 2003
Executive Education, Leadership
University of Southern California - Marshall School of Business 1999 — 2001
MBA, Marketing and Finance
Washington State University 1987 — 1991
Bachelor of Arts, Finance and Accounting
Jay Frank's KBS Capital Markets Group Experience 2007 - 2009
Job Regional Vice President at Realty Capital Securities, LLC
Industry Financial Services
Experience
Realty Capital Securities June 2009 - Present
KBS Capital Markets Group 2007 - 2009
KBS Capital Markets Group 2007 - 2008
Skills
Securities, Series 63, Series 7, Alternative Investments, Asset Managment, Investments, REIT, Series 24, Investment Advisory, Retirement Planning, BDCs, Capital Raising, Networking
Education
University of California, Santa Barbara
Business Economics w/ an emphasis in Accounting
Realty Capital Securities June 2009 - Present
KBS Capital Markets Group 2007 - 2009
KBS Capital Markets Group 2007 - 2008
Skills
Securities, Series 63, Series 7, Alternative Investments, Asset Managment, Investments, REIT, Series 24, Investment Advisory, Retirement Planning, BDCs, Capital Raising, Networking
Education
University of California, Santa Barbara
Business Economics w/ an emphasis in Accounting
Alexander McGillivary's KBS Capital Markets Group Experience July 2007 - May 2009
Job Private Banker
Industry Financial Services
Experience
Paso Robles Chamber of Commerce January 2014 - Present
Wells Fargo November 2012 - Present
Merill Edge June 2010 - January 2013
Realty Capital Securities May 2009 - June 2010
KBS Capital Markets Group July 2007 - May 2009
Skills
Alternative Investments, Financial Services, Internal Audit, Investments, Mutual Funds, Portfolio Management, REIT, Sales, Wealth Management, Series 7, Series 63, Banking, Asset Management, Credit, Customer Service, Financial Analysis, Retirement Planning, Securities
Education
University of California, Santa Barbara 2002 — 2006
BS, Financial Mathematics and Statistics
Paso Robles Chamber of Commerce January 2014 - Present
Wells Fargo November 2012 - Present
Merill Edge June 2010 - January 2013
Realty Capital Securities May 2009 - June 2010
KBS Capital Markets Group July 2007 - May 2009
Skills
Alternative Investments, Financial Services, Internal Audit, Investments, Mutual Funds, Portfolio Management, REIT, Sales, Wealth Management, Series 7, Series 63, Banking, Asset Management, Credit, Customer Service, Financial Analysis, Retirement Planning, Securities
Education
University of California, Santa Barbara 2002 — 2006
BS, Financial Mathematics and Statistics
Dave Castle's KBS Capital Markets Group Experience April 2011 - March 2013
Job Realtor at Pacific Platinum Properties
Industry Financial Services
Experience
Pacific Platinum Properties September 2007 - Present
KBS Capital Markets Group April 2011 - March 2013
Steadfast Companies December 2010 - April 2011
LandAmerica Financial Group March 2004 - October 2008
Skills
Series 7, Real Estate License, Series 63, Capital Markets, Real Estate Investment, New Business Development, Alternative Investments, Securities, Asset Allocation, Investments, Real Estate, Real Estate Investor, Investment Properties, REO, Marketing, Sales, Finance, Mortgage Lending, Business Development, Residential Homes, Mortgage Banking, Loans, Sellers, Financial Analysis, Property, Negotiation, Banking, Buyers
Education
San Diego State University-California State University 2000 — 2003
B.S, Business Management - Minor Industrial Psychology
Orange Coast College 1997 — 2000
A.A, General Studies
Pacific Platinum Properties September 2007 - Present
KBS Capital Markets Group April 2011 - March 2013
Steadfast Companies December 2010 - April 2011
LandAmerica Financial Group March 2004 - October 2008
Skills
Series 7, Real Estate License, Series 63, Capital Markets, Real Estate Investment, New Business Development, Alternative Investments, Securities, Asset Allocation, Investments, Real Estate, Real Estate Investor, Investment Properties, REO, Marketing, Sales, Finance, Mortgage Lending, Business Development, Residential Homes, Mortgage Banking, Loans, Sellers, Financial Analysis, Property, Negotiation, Banking, Buyers
Education
San Diego State University-California State University 2000 — 2003
B.S, Business Management - Minor Industrial Psychology
Orange Coast College 1997 — 2000
A.A, General Studies
Lee Bastidas's KBS Capital Markets Group Experience February 2010 - Present
Job Vice President of National Accounts at KBS Capital Markets Group
Industry Financial Services
Experience
KBS Capital Markets Group February 2010 - Present
Principal Funds May 2005 - September 2009
OppenheimerFunds April 1996 - May 2005
Skills
Mutual Funds, Wealth Management, Series 7, Investments, Series 63, Equities, Securities, Retirement Planning, Investment Advisory, Retirement, Strategic Financial..., Alternative Investments, 401k
Education
Providence College 1991 — 1995
Bachelor of Arts (B.A.), Political Science and Government
KBS Capital Markets Group February 2010 - Present
Principal Funds May 2005 - September 2009
OppenheimerFunds April 1996 - May 2005
Skills
Mutual Funds, Wealth Management, Series 7, Investments, Series 63, Equities, Securities, Retirement Planning, Investment Advisory, Retirement, Strategic Financial..., Alternative Investments, 401k
Education
Providence College 1991 — 1995
Bachelor of Arts (B.A.), Political Science and Government
David Nhim's KBS Capital Markets Group Experience February 2010 - March 2014
Job Sr. Data Engineer at NDN, Inc.
Industry Information Technology and Services
Experience
NDN, Inc. March 2014 - Present
KBS Capital Markets Group February 2010 - March 2014
Self Employed February 2009 - July 2013
HD Supply White Cap Construction Supply September 2005 - February 2009
White Cap Construction Supply March 2003 - September 2005
White Cap Construction Supply April 2002 - March 2003
White Cap Construction Supply March 2001 - March 2002
Circuit Image Systems December 1999 - March 2001
Skills
Data Warehousing, Business Intelligence, ETL, Data Modeling, Microsoft SQL Server, Crystal Reports, Databases, Data Warehouse..., MySQL, Business Objects, Performance Tuning, SDLC, .NET, Data Migration, Dimensional Modeling, SSIS, Visio, SQL Tuning, SQL, Unix Shell Scripting, C#, DB2, ASP.NET, Database Administration, Integration, Disaster Recovery, Software Development, Web Applications, PL/SQL, Datastage, ASP, Visual Basic, VBScript, Systems Analysis, T-SQL, Requirements Analysis, Visual Studio, Enterprise Architecture, Amazon Redshift, Amazon Kinesis, Amazon EC2, Amazon Web Services..., Vagrant, Pentaho
Education
California State Polytechnic University-Pomona 1995 — 2000
BS, Computer Information Systems
NDN, Inc. March 2014 - Present
KBS Capital Markets Group February 2010 - March 2014
Self Employed February 2009 - July 2013
HD Supply White Cap Construction Supply September 2005 - February 2009
White Cap Construction Supply March 2003 - September 2005
White Cap Construction Supply April 2002 - March 2003
White Cap Construction Supply March 2001 - March 2002
Circuit Image Systems December 1999 - March 2001
Skills
Data Warehousing, Business Intelligence, ETL, Data Modeling, Microsoft SQL Server, Crystal Reports, Databases, Data Warehouse..., MySQL, Business Objects, Performance Tuning, SDLC, .NET, Data Migration, Dimensional Modeling, SSIS, Visio, SQL Tuning, SQL, Unix Shell Scripting, C#, DB2, ASP.NET, Database Administration, Integration, Disaster Recovery, Software Development, Web Applications, PL/SQL, Datastage, ASP, Visual Basic, VBScript, Systems Analysis, T-SQL, Requirements Analysis, Visual Studio, Enterprise Architecture, Amazon Redshift, Amazon Kinesis, Amazon EC2, Amazon Web Services..., Vagrant, Pentaho
Education
California State Polytechnic University-Pomona 1995 — 2000
BS, Computer Information Systems
Hans Henselman's KBS Capital Markets Group Experience December 2005 - Present
Job COO & CCO at KBS Capital Markets Group
Industry Financial Services
Experience
KBS Capital Markets Group December 2005 - Present
WM Financial Services September 1993 - December 2005
Skills
Series 7, Securities, Series 63, Mutual Funds, Series 24, Alternative Investments, Asset Management, FINRA, Wealth Management, Investment Advisory, Portfolio Management, Asset Allocation, Asset Managment, Investments, Risk Management, Equities, Finance, Brokerage, Financial Services
Education
California State University-Long Beach - College of Business Administration 1987 — 1992
KBS Capital Markets Group December 2005 - Present
WM Financial Services September 1993 - December 2005
Skills
Series 7, Securities, Series 63, Mutual Funds, Series 24, Alternative Investments, Asset Management, FINRA, Wealth Management, Investment Advisory, Portfolio Management, Asset Allocation, Asset Managment, Investments, Risk Management, Equities, Finance, Brokerage, Financial Services
Education
California State University-Long Beach - College of Business Administration 1987 — 1992
Emily Anderton Gallagher, MBA's KBS Capital Markets Group Experience January 2013 - Present
Job Key Account Manager at KBS Capital Markets Group
Industry Financial Services
Experience
KBS Capital Markets Group January 2013 - Present
KBS Capital Markets Group August 2010 - January 2013
Thompson National Properties, LLC August 2009 - August 2010
Grubb & Ellis October 2006 - August 2009
Skills
Series 63, Series 7, Alternative Investments, Asset Management, Investments, Sales, Management, Sales Management, Sales Operations, Investment Advisory, Securities, Asset Allocation, Retirement Planning
Education
Chapman University, The George L. Argyros School of Business and Economics 2010 — 2012
MBA, Business Administration and Management, General
Menlo College 2004 — 2006
BS, Business Management
KBS Capital Markets Group January 2013 - Present
KBS Capital Markets Group August 2010 - January 2013
Thompson National Properties, LLC August 2009 - August 2010
Grubb & Ellis October 2006 - August 2009
Skills
Series 63, Series 7, Alternative Investments, Asset Management, Investments, Sales, Management, Sales Management, Sales Operations, Investment Advisory, Securities, Asset Allocation, Retirement Planning
Education
Chapman University, The George L. Argyros School of Business and Economics 2010 — 2012
MBA, Business Administration and Management, General
Menlo College 2004 — 2006
BS, Business Management
Brian Rivera's KBS Capital Markets Group Experience September 2005 - June 2010
Job Western Divisional Sales Manager at Cole Capital
Industry Financial Services
Experience
Cole Capital January 2013 - Present
Cole Capital June 2010 - Present
KBS Capital Markets Group September 2005 - June 2010
MetLife Investors March 2001 - September 2005
Skills
Series 7, Alternative Investments, Asset Allocation, Investments, Mutual Funds, Retirement Planning, Sales, Sales Operations, Series 63, Wealth Management
Education
Franklin & Marshall College 1989 — 1993
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Cole Capital January 2013 - Present
Cole Capital June 2010 - Present
KBS Capital Markets Group September 2005 - June 2010
MetLife Investors March 2001 - September 2005
Skills
Series 7, Alternative Investments, Asset Allocation, Investments, Mutual Funds, Retirement Planning, Sales, Sales Operations, Series 63, Wealth Management
Education
Franklin & Marshall College 1989 — 1993
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Royce Huffaker's KBS Capital Markets Group Experience June 2014 - Present
Job Regional Vice President at KBS Capital Markets Group
Industry Commercial Real Estate
Experience
KBS Capital Markets Group June 2014 - Present
KBS Capital Markets Group May 2012 - May 2014
Merrill Lynch August 2011 - November 2011
Wells Fargo Bank January 2010 - August 2011
Wells Fargo Bank June 2007 - December 2008
Wells Fargo Bank June 2005 - May 2007
Skills
Series 7, Mortgage Lending, Wealth Management, Cash Management, Securities, Investments, Sales Management, Consumer Lending, Commercial Lending, New Business Development, Coaching, Banking, Mutual Funds, Portfolio Management, Series 63, Uniform Combined State...
Education
California State University-Fullerton - College of Business and Economics 2005 — 2008
Finance
KBS Capital Markets Group June 2014 - Present
KBS Capital Markets Group May 2012 - May 2014
Merrill Lynch August 2011 - November 2011
Wells Fargo Bank January 2010 - August 2011
Wells Fargo Bank June 2007 - December 2008
Wells Fargo Bank June 2005 - May 2007
Skills
Series 7, Mortgage Lending, Wealth Management, Cash Management, Securities, Investments, Sales Management, Consumer Lending, Commercial Lending, New Business Development, Coaching, Banking, Mutual Funds, Portfolio Management, Series 63, Uniform Combined State...
Education
California State University-Fullerton - College of Business and Economics 2005 — 2008
Finance
Ian McElreath's KBS Capital Markets Group Experience 2007 - 2009
Job Regional Vice President
Industry Financial Services
Experience
Realty Capital Securities June 2009 - Present
KBS Capital Markets Group 2007 - 2009
Education
University of San Diego 1998 — 2002
Business Administration, Finance
Realty Capital Securities June 2009 - Present
KBS Capital Markets Group 2007 - 2009
Education
University of San Diego 1998 — 2002
Business Administration, Finance
Kara Mackie's KBS Capital Markets Group Experience February 2012 - May 2014
Job Internal Regional Director at LPL Financial
Industry Financial Services
Experience
LPL Financial June 2015 - Present
American Funds May 2014 - June 2015
KBS Capital Markets Group February 2012 - May 2014
Bank of America Home Loans October 2009 - February 2012
Chaney Hall, Inc. June 2007 - October 2009
Skills
Series 7, Series 63, Alternative Investments, Mortgage Lending, FINRA, Venture Capital, Sales
Education
Chapman University, The George L. Argyros School of Business and Economics 2003 — 2007
B.S.
Université Paris Sorbonne (Paris IV)
LPL Financial June 2015 - Present
American Funds May 2014 - June 2015
KBS Capital Markets Group February 2012 - May 2014
Bank of America Home Loans October 2009 - February 2012
Chaney Hall, Inc. June 2007 - October 2009
Skills
Series 7, Series 63, Alternative Investments, Mortgage Lending, FINRA, Venture Capital, Sales
Education
Chapman University, The George L. Argyros School of Business and Economics 2003 — 2007
B.S.
Université Paris Sorbonne (Paris IV)
Scott Botsford's KBS Capital Markets Group Experience September 2007 - May 2009
Job Director of Acquistions & Asset Mgmt
Industry Real Estate
Experience
Dornin Investment Group April 2012 - Present
Realty Capital Securities June 2009 - July 2011
KBS Capital Markets Group September 2007 - May 2009
Trust Company of the West May 2006 - August 2007
Education
USC 2002 — 2006
Dornin Investment Group April 2012 - Present
Realty Capital Securities June 2009 - July 2011
KBS Capital Markets Group September 2007 - May 2009
Trust Company of the West May 2006 - August 2007
Education
USC 2002 — 2006
Kevin Schoening's KBS Capital Markets Group Experience May 2014 - July 2014
Job Vice President Business Development at Bradley Tanks Inc
Industry Commercial Real Estate
Experience
Bradley Tanks Inc July 2014 - Present
KBS Capital Markets Group May 2014 - July 2014
KBS Capital Advisors January 2010 - May 2014
WMD Capital, LLC 2001 - 2009
Pacific Group Investments, LLC 2004 - 2008
Prudential Securities 1997 - 2000
Nomura Securities March 1994 - 1997
Education
California State University-Sacramento 1976 — 1980
BA, Economics / Finance
California Lutheran University
Bradley Tanks Inc July 2014 - Present
KBS Capital Markets Group May 2014 - July 2014
KBS Capital Advisors January 2010 - May 2014
WMD Capital, LLC 2001 - 2009
Pacific Group Investments, LLC 2004 - 2008
Prudential Securities 1997 - 2000
Nomura Securities March 1994 - 1997
Education
California State University-Sacramento 1976 — 1980
BA, Economics / Finance
California Lutheran University
Monica Brock's KBS Capital Markets Group Experience July 2009 - March 2013
Job Director of Accounting
Industry Accounting
Experience
WebMetro April 2013 - January 2015
KBS Capital Markets Group July 2009 - March 2013
Capital Group Companies 1995 - 2009
Skills
General Ledger, Asset Management, Series 27
Education
Chapman University, The George L. Argyros School of Business and Economics 2001 — 2003
MBA, Business
California State Polytechnic University-Pomona 1991 — 1994
BSBA, Accounting
WebMetro April 2013 - January 2015
KBS Capital Markets Group July 2009 - March 2013
Capital Group Companies 1995 - 2009
Skills
General Ledger, Asset Management, Series 27
Education
Chapman University, The George L. Argyros School of Business and Economics 2001 — 2003
MBA, Business
California State Polytechnic University-Pomona 1991 — 1994
BSBA, Accounting
Matt Jameson's KBS Capital Markets Group Experience February 2008 - December 2010
Job Senior Vice President Financial Investment Distribution Company
Industry Financial Services
Experience
A Financial Investment Distribution Company July 2015 - Present
A Financial Investment Product Distribution Company January 2011 - Present
KBS Capital Markets Group February 2008 - December 2010
MetLife Investors 2004 - 2007
Skills
Series 7, Series 63, Series 6, REIT, Alternative Investments, Separately Managed..., Financial Services, FINRA, Sales, Relationship Management
Education
Miami University 1999 — 2003
Bachelor of Arts and Sciences
A Financial Investment Distribution Company July 2015 - Present
A Financial Investment Product Distribution Company January 2011 - Present
KBS Capital Markets Group February 2008 - December 2010
MetLife Investors 2004 - 2007
Skills
Series 7, Series 63, Series 6, REIT, Alternative Investments, Separately Managed..., Financial Services, FINRA, Sales, Relationship Management
Education
Miami University 1999 — 2003
Bachelor of Arts and Sciences
Hunter William Allen's KBS Capital Markets Group Experience October 2005 - January 2008
Job Passionate, Proven Sales Executive, Team Leader, Football Coach and Aging Lacrosse Goalie
Industry Information Technology and Services
Experience
Salesforce.com August 2011 - Present
Select Capital Corporation 2010 - 2010
Knight Portfolio Access January 2008 - August 2009
KBS Capital Markets Group October 2005 - January 2008
AXA Equitable January 1996 - September 2005
Skills
Start-ups, Sales Management, Enterprise Software, Marketing Strategy, Sales, Channel, Investments, Entrepreneurship, Team Management, Series 63, Series 7, Salesforce.com, Training, Finance, Brokerage, Business Development, Financial Advisory, Management, Fixed Annuities, Asset Managment, Cross-functional Team..., Mutual Funds, Strategic Financial..., Forecasting, Solution Selling, Strategy, Alternative Investments, Sales Process, Marketing Communications, Strategic Partnerships, CRM, SaaS, Selling, Employee Benefits, Wealth Management, Asset Allocation, Leadership, New Business Development, Securities, Direct Sales
Education
University of Delaware 1983 — 1987
B.S., Economics
Salesforce.com August 2011 - Present
Select Capital Corporation 2010 - 2010
Knight Portfolio Access January 2008 - August 2009
KBS Capital Markets Group October 2005 - January 2008
AXA Equitable January 1996 - September 2005
Skills
Start-ups, Sales Management, Enterprise Software, Marketing Strategy, Sales, Channel, Investments, Entrepreneurship, Team Management, Series 63, Series 7, Salesforce.com, Training, Finance, Brokerage, Business Development, Financial Advisory, Management, Fixed Annuities, Asset Managment, Cross-functional Team..., Mutual Funds, Strategic Financial..., Forecasting, Solution Selling, Strategy, Alternative Investments, Sales Process, Marketing Communications, Strategic Partnerships, CRM, SaaS, Selling, Employee Benefits, Wealth Management, Asset Allocation, Leadership, New Business Development, Securities, Direct Sales
Education
University of Delaware 1983 — 1987
B.S., Economics
Drew Schenk's KBS Capital Markets Group Experience 2011 - Present
Job Regional Vice President at KBS Capital Markets Group
Industry Financial Services
Experience
KBS Capital Markets Group 2011 - Present
American Legacy/Lincoln 2008 - 2010
Claymore Securities 2006 - 2008
Westminster Securities Corporation 2004 - 2006
Thomson Reuters 2000 - 2004
Bridge Information Systems 1988 - 2004
Skills
Trading, Management, Marketing, Sales, Investments, Mutual Funds, Series 7, Securities, Series 63, Equities, Portfolio Management, Asset Allocation
Education
Denison University 1984 — 1988
BA, Political Science; Speech Communication
KBS Capital Markets Group 2011 - Present
American Legacy/Lincoln 2008 - 2010
Claymore Securities 2006 - 2008
Westminster Securities Corporation 2004 - 2006
Thomson Reuters 2000 - 2004
Bridge Information Systems 1988 - 2004
Skills
Trading, Management, Marketing, Sales, Investments, Mutual Funds, Series 7, Securities, Series 63, Equities, Portfolio Management, Asset Allocation
Education
Denison University 1984 — 1988
BA, Political Science; Speech Communication
Julie Bakken's KBS Capital Markets Group Experience 2012 - Present
Job Financial Services Professional
Industry Financial Services
Experience
KBS Capital Markets Group 2012 - Present
Turner Wealth Management 2011 - 2012
Ned’s House of Produce 1995 - 2008
Food Finders Food Bank, Inc. 2000 - 2003
Operation Jump Start 1999 - 2001
Education
California State University-Long Beach
Bachelor of Art, Psychology
KBS Capital Markets Group 2012 - Present
Turner Wealth Management 2011 - 2012
Ned’s House of Produce 1995 - 2008
Food Finders Food Bank, Inc. 2000 - 2003
Operation Jump Start 1999 - 2001
Education
California State University-Long Beach
Bachelor of Art, Psychology
Patrick Hull's KBS Capital Markets Group Experience October 2013 - Present
Job Internal Sales Associate at KBS Capital Markets Group
Industry Financial Services
Experience
KBS Capital Markets Group October 2013 - Present
Tax & Financial Group November 2012 - October 2013
Education
University of Oregon 2008 — 2012
Bachelor of Science (BS), Business Administration: Sports Business Minor: Economics
Copenhagen Business School 2011 — 2011
International Management, Managerial Finance
Santa Margarita Catholic High School 2005 — 2008
KBS Capital Markets Group October 2013 - Present
Tax & Financial Group November 2012 - October 2013
Education
University of Oregon 2008 — 2012
Bachelor of Science (BS), Business Administration: Sports Business Minor: Economics
Copenhagen Business School 2011 — 2011
International Management, Managerial Finance
Santa Margarita Catholic High School 2005 — 2008
Rebekah Brooks's KBS Capital Markets Group Experience April 2007 - December 2011
Job Director Key Accounts at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners December 2011 - Present
KBS-Capital Markets Group April 2007 - December 2011
Meritage Homes of California April 2005 - April 2007
KB Homes March 2004 - April 2005
Skills
Series 7, Series 63, Salesforce.com, Microsoft Excel, Investments, Business Development, Asset Management, Alternative Investments, Retirement Planning, Securities, Wealth Management, Mutual Funds, Investment Advisory, Financial Services
Education
Liberty UniversityMay 2003 2000 — 2003
Bachelor of Science, Exercise Science
University of North Carolina at Wilmington 1998 — 2000
Franklin Square Capital Partners December 2011 - Present
KBS-Capital Markets Group April 2007 - December 2011
Meritage Homes of California April 2005 - April 2007
KB Homes March 2004 - April 2005
Skills
Series 7, Series 63, Salesforce.com, Microsoft Excel, Investments, Business Development, Asset Management, Alternative Investments, Retirement Planning, Securities, Wealth Management, Mutual Funds, Investment Advisory, Financial Services
Education
Liberty UniversityMay 2003 2000 — 2003
Bachelor of Science, Exercise Science
University of North Carolina at Wilmington 1998 — 2000
Angela Barbera's KBS Capital Markets Group Experience 2005 - 2011
Job SVP, National Accounts in Financial Services Distribution
Industry Real Estate
Experience
Steadfast Companies 2011 - Present
KBS Capital Markets Group 2005 - 2011
MetLife Investors 2004 - 2005
Education
Boise State University
Cornell University
Steadfast Companies 2011 - Present
KBS Capital Markets Group 2005 - 2011
MetLife Investors 2004 - 2005
Education
Boise State University
Cornell University
Brandon Stillman's KBS Capital Markets Group Experience January 2012 - August 2013
Job Senior Investment Analyst at Canterbury Consulting
Industry Financial Services
Experience
Canterbury Consulting August 2013 - Present
KBS Capital Markets Group January 2012 - August 2013
Bank of America December 2010 - January 2012
Orange County's Credit Union April 2008 - December 2010
Skills
Investments, Portfolio Management, Alternative Investments, Financial Advisory, Financial Services, Relationship Management, Financial Markets, New Business Development, Marketing, Securities
Education
Cal State Fullerton 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance
San Diego State University 2007 — 2008
Canterbury Consulting August 2013 - Present
KBS Capital Markets Group January 2012 - August 2013
Bank of America December 2010 - January 2012
Orange County's Credit Union April 2008 - December 2010
Skills
Investments, Portfolio Management, Alternative Investments, Financial Advisory, Financial Services, Relationship Management, Financial Markets, New Business Development, Marketing, Securities
Education
Cal State Fullerton 2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance
San Diego State University 2007 — 2008
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial