Lee & Associates Valuation and Consulting Services
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Lee & Associates Valuation and Consulting Services Employees
Employee
Years
Job
Industry
Katherine Malone Bethel Katherine Malone Bethel's Lee & Associates Valuation and Consulting Services Experience January 2015 - Present
Job Intern at Lee & Associates Valuation and Consulting Services
Industry Hospital & Health Care
Experience
Lee & Associates Valuation and Consulting Services January 2015 - Present
Hoag Hospital May 2013 - Present
Delta Gamma October 2014 - December 2014
Anthropologie 2014 - August 2014
Skills
Customer Service, Time Management, Teamwork, Microsoft Excel, Data Entry, Social Media Marketing, Team Leadership, Microsoft Office, Marketing Communications, Sales, Critical Thinking, Leadership Development, Non-profit Leadership, Community Outreach, Communication Skills, Creative Writing, Teaching, Editing, Communication, Photoshop
Education
University of Southern California 2013 — 2016
Bachelor of Arts (B.A.), Social Psychology
Texas Christian University 2012 — 2013
Corona del Mar High School 2008 — 2012
High School
Lee & Associates Valuation and Consulting Services January 2015 - Present
Hoag Hospital May 2013 - Present
Delta Gamma October 2014 - December 2014
Anthropologie 2014 - August 2014
Skills
Customer Service, Time Management, Teamwork, Microsoft Excel, Data Entry, Social Media Marketing, Team Leadership, Microsoft Office, Marketing Communications, Sales, Critical Thinking, Leadership Development, Non-profit Leadership, Community Outreach, Communication Skills, Creative Writing, Teaching, Editing, Communication, Photoshop
Education
University of Southern California 2013 — 2016
Bachelor of Arts (B.A.), Social Psychology
Texas Christian University 2012 — 2013
Corona del Mar High School 2008 — 2012
High School
Harrison Myers Harrison Myers's Lee & Associates Valuation and Consulting Services Experience August 2013 - May 2015
Job Portfolio Analyst at Waterton Residential
Industry Commercial Real Estate
Experience
Waterton Residential June 2015 - Present
Lee & Associates Valuation and Consulting Services August 2013 - May 2015
Aurora Investment Management June 2012 - July 2013
State Street Pizza Co. May 2010 - March 2012
International Business Seminar November 2011 - December 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Management, Microsoft Word, Investments, Financial Analysis, Team Leadership, Financial Modeling, Argus Modeling, Time Management
Education
DePaul University 2009 — 2013
Bachelors of Science, Commerce; Finance and Accounting, Senior
Wheaton North High School 2005 — 2009
Waterton Residential June 2015 - Present
Lee & Associates Valuation and Consulting Services August 2013 - May 2015
Aurora Investment Management June 2012 - July 2013
State Street Pizza Co. May 2010 - March 2012
International Business Seminar November 2011 - December 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Management, Microsoft Word, Investments, Financial Analysis, Team Leadership, Financial Modeling, Argus Modeling, Time Management
Education
DePaul University 2009 — 2013
Bachelors of Science, Commerce; Finance and Accounting, Senior
Wheaton North High School 2005 — 2009
Bennett Sands, MAI, ASA Bennett Sands, MAI, ASA's Lee & Associates Valuation and Consulting Services Experience January 2013 - June 2013
Job Principal at Calhoun Sands Valuation & Advisory, Inc.
Industry Real Estate
Experience
Calhoun Sands Valuation & Advisory, Inc. July 2013 - Present
Lee & Associates Valuation and Consulting Services January 2013 - June 2013
The Appraisal Group, Inc. August 2010 - December 2012
Oracle Real Estate Services October 2008 - July 2010
Skills
Real Estate, Appraisals, Valuation, Market Analysis, Argus Modeling, DCF Valuation, Real Estate Tax Appeals, Investment Properties, Real Estate Transactions, Investments, Sales, Real Estate Economics, Property
Education
University of Georgia - Terry College of Business 2003 — 2007
BBA, Real Estate, Cum Laude
American Society of Appraisers
Accredited Senior Appraiser (ASA)
Appraisal Institute
Designated Member of the Appraisal Institute (MAI)
Calhoun Sands Valuation & Advisory, Inc. July 2013 - Present
Lee & Associates Valuation and Consulting Services January 2013 - June 2013
The Appraisal Group, Inc. August 2010 - December 2012
Oracle Real Estate Services October 2008 - July 2010
Skills
Real Estate, Appraisals, Valuation, Market Analysis, Argus Modeling, DCF Valuation, Real Estate Tax Appeals, Investment Properties, Real Estate Transactions, Investments, Sales, Real Estate Economics, Property
Education
University of Georgia - Terry College of Business 2003 — 2007
BBA, Real Estate, Cum Laude
American Society of Appraisers
Accredited Senior Appraiser (ASA)
Appraisal Institute
Designated Member of the Appraisal Institute (MAI)
Chris Calhoun, MAI's Lee & Associates Valuation and Consulting Services Experience January 2013 - June 2013
Job Principal at Calhoun Sands Valuation & Advisory, Inc.
Industry Real Estate
Experience
Calhoun Sands Valuation & Advisory, Inc. July 2013 - Present
Lee & Associates Valuation and Consulting Services January 2013 - June 2013
Metro Appraisals, Inc. August 2001 - December 2012
McColgan & Company, LLC May 1999 - July 2001
Skills
Appraisals, Commercial Real Estate..., Valuation, Investment Properties, Argus Modeling, Market Analysis, Feasibility Studies, Commercial Real Estate, Real Estate Development, Real Estate, Residential Homes, Property, Disposition, Real Estate Economics, Location Intelligence, Dispositions
Education
Appraisal Institute
Designated Member (MAI)
Brookwood High School
University of Georgia - Terry College of Business
Bachelor of Business Administration (B.B.A.), Real Estate
Calhoun Sands Valuation & Advisory, Inc. July 2013 - Present
Lee & Associates Valuation and Consulting Services January 2013 - June 2013
Metro Appraisals, Inc. August 2001 - December 2012
McColgan & Company, LLC May 1999 - July 2001
Skills
Appraisals, Commercial Real Estate..., Valuation, Investment Properties, Argus Modeling, Market Analysis, Feasibility Studies, Commercial Real Estate, Real Estate Development, Real Estate, Residential Homes, Property, Disposition, Real Estate Economics, Location Intelligence, Dispositions
Education
Appraisal Institute
Designated Member (MAI)
Brookwood High School
University of Georgia - Terry College of Business
Bachelor of Business Administration (B.B.A.), Real Estate
Robby Moon, MAI Robby Moon, MAI's Lee & Associates Valuation and Consulting Services Experience July 2013 - July 2014
Job Moon & Associates, Inc
Industry Real Estate
Experience
Moon & Associates, Inc. October 2013 - Present
Lee & Associates Valuation and Consulting Services July 2013 - July 2014
Upstate Appraisal, Inc. 1997 - 2013
Skills
Valuation, Appraisals, Real Estate Economics, Investment Properties
Education
University of South Carolina Upstate 1987 — 1991
Finance, Economics
Moon & Associates, Inc. October 2013 - Present
Lee & Associates Valuation and Consulting Services July 2013 - July 2014
Upstate Appraisal, Inc. 1997 - 2013
Skills
Valuation, Appraisals, Real Estate Economics, Investment Properties
Education
University of South Carolina Upstate 1987 — 1991
Finance, Economics
Jesse Munoz's Lee & Associates Valuation and Consulting Services Experience April 2015 - Present
Job Senior Vice President at Lee & Associates Valuation and Consulting Services
Industry Commercial Real Estate
Experience
Lee & Associates Valuation and Consulting Services April 2015 - Present
Maximus Taqueria Ventures LLC December 2010 - Present
Colliers International, Inc. 2005 - March 2015
Skills
Apartment Buildings, Brokerage, Investment Properties, Real Estate, Apartments, Dispositions, Real Estate Investment, Real Estate Development, Due Diligence, Financial Analysis, Investments, 1031 Exchanges, Sellers, Valuation, Negotiation, REO, Market Analysis, Land, Short Sales, Foreclosures, Disposition, Investors, Real Estate Transactions, Residential Homes, Real Estate Economics, Location Intelligence, Property, Leases
Education
San Diego State University-California State University 1995 — 1999
B.A., International Business
Lee & Associates Valuation and Consulting Services April 2015 - Present
Maximus Taqueria Ventures LLC December 2010 - Present
Colliers International, Inc. 2005 - March 2015
Skills
Apartment Buildings, Brokerage, Investment Properties, Real Estate, Apartments, Dispositions, Real Estate Investment, Real Estate Development, Due Diligence, Financial Analysis, Investments, 1031 Exchanges, Sellers, Valuation, Negotiation, REO, Market Analysis, Land, Short Sales, Foreclosures, Disposition, Investors, Real Estate Transactions, Residential Homes, Real Estate Economics, Location Intelligence, Property, Leases
Education
San Diego State University-California State University 1995 — 1999
B.A., International Business
Jake Enright Jake Enright's Lee & Associates Valuation and Consulting Services Experience June 2013 - July 2013
Job Park Cities Ford Lincoln Sales & Service Consultant
Industry Automotive
Experience
Park Cities Ford Lincoln January 2014 - Present
Park Cities Ford Lincoln June 2013 - December 2013
Lee & Associates Valuation and Consulting Services June 2013 - July 2013
Four Seasons Resort and Club Dallas at Las Colinas May 2010 - February 2011
Skills
Automotive, CRM Databases, Sales Management, Personal Chef Services, Customer Service, Customer Satisfaction, Vegetarian Cooking
Education
Remington College-Dallas Campus 2012 — 2013
Associate's degree, Culinary Arts/Hospitality, 3.82
Louisiana State University
Business Administration and Management, General
Park Cities Ford Lincoln January 2014 - Present
Park Cities Ford Lincoln June 2013 - December 2013
Lee & Associates Valuation and Consulting Services June 2013 - July 2013
Four Seasons Resort and Club Dallas at Las Colinas May 2010 - February 2011
Skills
Automotive, CRM Databases, Sales Management, Personal Chef Services, Customer Service, Customer Satisfaction, Vegetarian Cooking
Education
Remington College-Dallas Campus 2012 — 2013
Associate's degree, Culinary Arts/Hospitality, 3.82
Louisiana State University
Business Administration and Management, General
Emily Sommers's Lee & Associates Valuation and Consulting Services Experience October 2014 - June 2015
Job Helping organizations create an effortless customer experience
Industry Computer Software
Experience
Zendesk June 2015 - Present
Green Bay Packers August 2010 - Present
Lee & Associates Valuation and Consulting Services October 2014 - June 2015
Wisconsin Timber Rattlers February 2014 - October 2014
Kimberly-Clark May 2011 - February 2014
Green Bay Blizzard March 2011 - June 2011
PGA TOUR, Whistling Straits Golf Course, Sheboygan, WI August 2010 - August 2010
St. Norbert College Office of Admissions October 2009 - August 2010
Pacon Corporation May 2006 - August 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Adobe Creative Suite, Social Media, Event Planning, Customer Service, Microsoft Office, Marketing, Social Media Marketing, Public Speaking, Marketing Communications, Event Management, Research, Community Outreach, Social Networking, Fundraising, Fire Eating, Leadership, Blogging, Facebook, Business Development
Education
St. Norbert College 2006 — 2010
Bachelor of Arts Degree, Communication
University of Limerick 2008 — 2009
Zendesk June 2015 - Present
Green Bay Packers August 2010 - Present
Lee & Associates Valuation and Consulting Services October 2014 - June 2015
Wisconsin Timber Rattlers February 2014 - October 2014
Kimberly-Clark May 2011 - February 2014
Green Bay Blizzard March 2011 - June 2011
PGA TOUR, Whistling Straits Golf Course, Sheboygan, WI August 2010 - August 2010
St. Norbert College Office of Admissions October 2009 - August 2010
Pacon Corporation May 2006 - August 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Adobe Creative Suite, Social Media, Event Planning, Customer Service, Microsoft Office, Marketing, Social Media Marketing, Public Speaking, Marketing Communications, Event Management, Research, Community Outreach, Social Networking, Fundraising, Fire Eating, Leadership, Blogging, Facebook, Business Development
Education
St. Norbert College 2006 — 2010
Bachelor of Arts Degree, Communication
University of Limerick 2008 — 2009
Steven D. Henry, MAI's Lee & Associates Valuation and Consulting Services Experience April 2013 - January 2014
Job Vice President, Commercial Appraisal Services at Union Bank
Industry Real Estate
Experience
Union Bank November 2014 - Present
Pluris Valuation Advisors LLC January 2014 - November 2014
Lee & Associates Valuation and Consulting Services April 2013 - January 2014
FMV Opinions, Inc. August 2003 - March 2013
Ashwill Associates February 1993 - December 2000
Skills
Appraisals, Real Estate, Estate Tax Planning, Master Planned..., Investment Properties, Apartments, Commercial Real Estate, Corporate Real Estate, Valuation, Portfolio Management, Real Estate Economics, Disposition, Property, Due Diligence, Residential Homes, Location Intelligence, Brokerage, Real Estate Transactions, Acquisitions, Business Valuation, REO, Entitlements, Shopping Centers, Leases, Real Estate Financing, Real Estate Development, Investments, Land Acquisition, Investors, Tenant, Asset Management, Landlords, Real Property, Lease Negotiations, Expert Witness, Property Management, Tenant Representation, Lease Administration, Commercial Real Estate..., Financial Modeling, Dispositions
Education
California State Polytechnic University-Pomona 1989 — 1993
BS, Finance, Real Estate and Law
Union Bank November 2014 - Present
Pluris Valuation Advisors LLC January 2014 - November 2014
Lee & Associates Valuation and Consulting Services April 2013 - January 2014
FMV Opinions, Inc. August 2003 - March 2013
Ashwill Associates February 1993 - December 2000
Skills
Appraisals, Real Estate, Estate Tax Planning, Master Planned..., Investment Properties, Apartments, Commercial Real Estate, Corporate Real Estate, Valuation, Portfolio Management, Real Estate Economics, Disposition, Property, Due Diligence, Residential Homes, Location Intelligence, Brokerage, Real Estate Transactions, Acquisitions, Business Valuation, REO, Entitlements, Shopping Centers, Leases, Real Estate Financing, Real Estate Development, Investments, Land Acquisition, Investors, Tenant, Asset Management, Landlords, Real Property, Lease Negotiations, Expert Witness, Property Management, Tenant Representation, Lease Administration, Commercial Real Estate..., Financial Modeling, Dispositions
Education
California State Polytechnic University-Pomona 1989 — 1993
BS, Finance, Real Estate and Law
Travis B. Wilson's Lee & Associates Valuation and Consulting Services Experience November 2013 - August 2014
Job Senior Consultant at AtlusGroup
Industry Real Estate
Experience
AtlusGroup August 2014 - Present
Lee & Associates Valuation and Consulting Services November 2013 - August 2014
Deloitte Financial Advisory Services January 2008 - November 2013
PulteGroup 2004 - 2007
Skills
Real Estate, Contract Negotiation, Microsoft Excel, Microsoft Office, Real Estate Development, Financial Analysis, Marketing, Valuation, Commercial Real Estate, Microsoft Word, PowerPoint, Financial Modeling, Due Diligence, Financial Reporting
Education
University of Georgia - Terry College of Business 2000 — 2004
Bachelor of Business Administration (BBA), Finance & Real Estate
Georgia State University 2008 — 2011
Master of Business Administration (MBA)
AtlusGroup August 2014 - Present
Lee & Associates Valuation and Consulting Services November 2013 - August 2014
Deloitte Financial Advisory Services January 2008 - November 2013
PulteGroup 2004 - 2007
Skills
Real Estate, Contract Negotiation, Microsoft Excel, Microsoft Office, Real Estate Development, Financial Analysis, Marketing, Valuation, Commercial Real Estate, Microsoft Word, PowerPoint, Financial Modeling, Due Diligence, Financial Reporting
Education
University of Georgia - Terry College of Business 2000 — 2004
Bachelor of Business Administration (BBA), Finance & Real Estate
Georgia State University 2008 — 2011
Master of Business Administration (MBA)
Dan Hobaica, MBA's Lee & Associates Valuation and Consulting Services Experience 2007 - 2008
Job Helping Unlock Business Potential
Industry Financial Services
Experience
ADP April 2014 - Present
ADP May 2013 - April 2014
ADP March 2011 - June 2013
ADP August 2008 - March 2011
Lee & Associates Valuation and Consulting Services 2007 - 2008
Skills
Human Resources, ADP Payroll, Cold Calling, Salesforce.com, Sales Process, Employee Benefits, Sales Presentations, Account Management, Sales Management, Benefits Administration, Building Relationships, PEO, Selling, HRIS, Solution Selling, B2B, Sales, Payroll, Direct Sales, SaaS, Selling Skills, Business Development, Negotiation, Health Insurance, Coaching, Email Marketing, BPO, Outsourcing, Deferred Compensation, Workforce Management, Recruiting, HRO, Customer Retention, Sales Operations, Payroll Taxes, Lead Generation, 401k
Education
Grand Canyon University 2011 — 2013
Masters of Business Administration, Leadership
Arizona State University, W. P. Carey School of Business 2006 — 2008
Business Management, Business Management
ADP April 2014 - Present
ADP May 2013 - April 2014
ADP March 2011 - June 2013
ADP August 2008 - March 2011
Lee & Associates Valuation and Consulting Services 2007 - 2008
Skills
Human Resources, ADP Payroll, Cold Calling, Salesforce.com, Sales Process, Employee Benefits, Sales Presentations, Account Management, Sales Management, Benefits Administration, Building Relationships, PEO, Selling, HRIS, Solution Selling, B2B, Sales, Payroll, Direct Sales, SaaS, Selling Skills, Business Development, Negotiation, Health Insurance, Coaching, Email Marketing, BPO, Outsourcing, Deferred Compensation, Workforce Management, Recruiting, HRO, Customer Retention, Sales Operations, Payroll Taxes, Lead Generation, 401k
Education
Grand Canyon University 2011 — 2013
Masters of Business Administration, Leadership
Arizona State University, W. P. Carey School of Business 2006 — 2008
Business Management, Business Management
Maxwell R. Baker's Lee & Associates Valuation and Consulting Services Experience July 2014 - Present
Job Senior Director at Lee & Associates Valuation and Consulting Services
Industry Commercial Real Estate
Experience
Lee & Associates Valuation and Consulting Services July 2014 - Present
The MHP Broker July 2008 - Present
Marcus and Millichap June 2010 - July 2014
Vici Real Estate January 2009 - June 2010
U.S. Marine Corps September 2001 - July 2005
Skills
Speak Spanish, Mobile Home Park..., Mobile Homes, Valuation, Market Research, Parks, Spanish, Real Estate Transactions, Real Estate, Short Sales, REO, Finance, Asset Management, Marketing, Negotiation, Leases, Brokerage, Selling, Management, Investment Properties, Tenant, Commercial Real Estate, Real Estate Development, Residential Homes, Location Intelligence, Disposition, Real Estate Economics, Landlords, Real Estate Financing, Corporate Real Estate, Property Management, Sales
Education
Georgia State University - J. Mack Robinson College of Business 2006 — 2008
Business Admin, Real Estate
Georgia Southern University 2005 — 2007
Finance and Music, Finance, General
Lee & Associates Valuation and Consulting Services July 2014 - Present
The MHP Broker July 2008 - Present
Marcus and Millichap June 2010 - July 2014
Vici Real Estate January 2009 - June 2010
U.S. Marine Corps September 2001 - July 2005
Skills
Speak Spanish, Mobile Home Park..., Mobile Homes, Valuation, Market Research, Parks, Spanish, Real Estate Transactions, Real Estate, Short Sales, REO, Finance, Asset Management, Marketing, Negotiation, Leases, Brokerage, Selling, Management, Investment Properties, Tenant, Commercial Real Estate, Real Estate Development, Residential Homes, Location Intelligence, Disposition, Real Estate Economics, Landlords, Real Estate Financing, Corporate Real Estate, Property Management, Sales
Education
Georgia State University - J. Mack Robinson College of Business 2006 — 2008
Business Admin, Real Estate
Georgia Southern University 2005 — 2007
Finance and Music, Finance, General