MacFarlane Partners
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MacFarlane Partners Employees
Employee
Years
Job
Industry
Bryan Antman Bryan Antman's MacFarlane Partners Experience April 2006 - August 2008
Job Vice President at Argosy Real Estate
Industry Real Estate
Experience
Argosy Real Estate August 2011 - Present
MDC Holdings June 2009 - July 2011
Simpson Housing August 2008 - June 2009
MacFarlane Partners April 2006 - August 2008
Bartle Wells Associates October 2002 - April 2006
Skills
Due Diligence, Financial Modeling, Real Estate, Valuation, Asset Managment, Financial Analysis, Real Estate Development, Acquisitions, Mergers, Disposition, Finance, Investments, Investor Relations, Strategic Planning
Education
University of Pennsylvania 1997 — 2001
BS, BSE, Wharton, Engineering
Argosy Real Estate August 2011 - Present
MDC Holdings June 2009 - July 2011
Simpson Housing August 2008 - June 2009
MacFarlane Partners April 2006 - August 2008
Bartle Wells Associates October 2002 - April 2006
Skills
Due Diligence, Financial Modeling, Real Estate, Valuation, Asset Managment, Financial Analysis, Real Estate Development, Acquisitions, Mergers, Disposition, Finance, Investments, Investor Relations, Strategic Planning
Education
University of Pennsylvania 1997 — 2001
BS, BSE, Wharton, Engineering
Joshua Lam Joshua Lam's MacFarlane Partners Experience November 2014 - Present
Job Investments at MacFarlane Partners
Industry Real Estate
Experience
MacFarlane Partners November 2014 - Present
Real Estate Portfolio February 2013 - Present
Knight Frank August 2011 - December 2012
SmithStreetSolutions May 2010 - August 2011
NBA China September 2009 - March 2010
Skills
Market Research, Financial Modeling, Financial Analysis, Report Writing, Strategic Planning, Financial Feasibility..., Real Estate, Data Analysis, Business Development, Valuation, Real Estate Development, Analysis, Analytics, Due Diligence, Microsoft Excel, Management Consulting, Logistics, Strategy, Feasibility Studies, Consulting, Investments, Management, Business Strategy, Finance, Leadership, Portfolio Management
Education
University of San Francisco - Masagung Graduate School of Management 2013 — 2014
Master of Science (MS), Financial Analysis
University of California, Santa Cruz 2003 — 2008
B.A. Global Economics, Legal Studies Minor
Fudan University 2008 — 2008
Study Abroad: Economics and Business Program
JiaoTong University 2008 — 2009
Mandarin
MacFarlane Partners November 2014 - Present
Real Estate Portfolio February 2013 - Present
Knight Frank August 2011 - December 2012
SmithStreetSolutions May 2010 - August 2011
NBA China September 2009 - March 2010
Skills
Market Research, Financial Modeling, Financial Analysis, Report Writing, Strategic Planning, Financial Feasibility..., Real Estate, Data Analysis, Business Development, Valuation, Real Estate Development, Analysis, Analytics, Due Diligence, Microsoft Excel, Management Consulting, Logistics, Strategy, Feasibility Studies, Consulting, Investments, Management, Business Strategy, Finance, Leadership, Portfolio Management
Education
University of San Francisco - Masagung Graduate School of Management 2013 — 2014
Master of Science (MS), Financial Analysis
University of California, Santa Cruz 2003 — 2008
B.A. Global Economics, Legal Studies Minor
Fudan University 2008 — 2008
Study Abroad: Economics and Business Program
JiaoTong University 2008 — 2009
Mandarin
Lauren Smartt Lauren Smartt's MacFarlane Partners Experience December 2013 - Present
Job Development Manager at MacFarlane Partners
Industry Real Estate
Experience
MacFarlane Partners December 2013 - Present
MacFarlane Partners March 2012 - December 2013
New York City Housing Development Corporation April 2009 - November 2011
Forest City Ratner Companies January 2008 - December 2008
MacFarlane Partners June 2006 - August 2006
Forest City Residential West September 2004 - December 2004
State Senator Don Perata - (D) Oakland June 2002 - September 2002
Education
University of San Francisco 2004 — 2007
BS, Business Administration & Finance
Convent of the Sacred Heart High School 1999 — 2003
Del Mar Middle School 1996 — 1999
MacFarlane Partners December 2013 - Present
MacFarlane Partners March 2012 - December 2013
New York City Housing Development Corporation April 2009 - November 2011
Forest City Ratner Companies January 2008 - December 2008
MacFarlane Partners June 2006 - August 2006
Forest City Residential West September 2004 - December 2004
State Senator Don Perata - (D) Oakland June 2002 - September 2002
Education
University of San Francisco 2004 — 2007
BS, Business Administration & Finance
Convent of the Sacred Heart High School 1999 — 2003
Del Mar Middle School 1996 — 1999
Jennifer Friedman's MacFarlane Partners Experience January 2007 - November 2009
Job Senior Accountant at iHeartMedia
Industry Accounting
Experience
iHeartMedia August 2014 - Present
Marcus & Millichap July 2010 - August 2013
MacFarlane Partners January 2007 - November 2009
Cambridge Investments February 2005 - January 2007
Nobel Limited July 2004 - January 2005
Borrego Springs Bank August 2003 - July 2004
Skills
Financial Accounting, Consolidation, Accruals, Intercompany..., Month End Close, P&L Analysis, Balance Sheet Review, Financial Statement..., General Ledger, Budgets, Forecasting, Cash Flow Forecasting, Quarterly Reporting, Bank Reconciliation, Fixed Assets, Internal Controls, Sales & Use Tax, Accounts Payable, Accounting, Financial Reporting, Financial Analysis, Payroll, Account Reconciliation
Education
University of San Diego 1999 — 2003
Bachelor of Accountancy, Accounting
iHeartMedia August 2014 - Present
Marcus & Millichap July 2010 - August 2013
MacFarlane Partners January 2007 - November 2009
Cambridge Investments February 2005 - January 2007
Nobel Limited July 2004 - January 2005
Borrego Springs Bank August 2003 - July 2004
Skills
Financial Accounting, Consolidation, Accruals, Intercompany..., Month End Close, P&L Analysis, Balance Sheet Review, Financial Statement..., General Ledger, Budgets, Forecasting, Cash Flow Forecasting, Quarterly Reporting, Bank Reconciliation, Fixed Assets, Internal Controls, Sales & Use Tax, Accounts Payable, Accounting, Financial Reporting, Financial Analysis, Payroll, Account Reconciliation
Education
University of San Diego 1999 — 2003
Bachelor of Accountancy, Accounting
Tracey Appelbaum Tracey Appelbaum's MacFarlane Partners Experience March 2003 - June 2008
Job Co Founder at CBD LLC
Industry Real Estate
Experience
CBD LLC June 2013 - Present
CityView January 2011 - June 2013
MacFarlane Partners March 2003 - June 2008
AvalonBay Communities July 1994 - March 2003
Education
University of Pennsylvania - The Wharton School 1986 — 1988
Bachelor of Science (BS), Economics
Wharton School, University of Pennsylvania
Master of Business Administration (MBA), Real Estate and Entrepreneurial Management
CBD LLC June 2013 - Present
CityView January 2011 - June 2013
MacFarlane Partners March 2003 - June 2008
AvalonBay Communities July 1994 - March 2003
Education
University of Pennsylvania - The Wharton School 1986 — 1988
Bachelor of Science (BS), Economics
Wharton School, University of Pennsylvania
Master of Business Administration (MBA), Real Estate and Entrepreneurial Management
Mike Van Etten Mike Van Etten's MacFarlane Partners Experience January 2013 - November 2014
Job Accomplished Design and Construction Executive
Industry Real Estate
Experience
MacFarlane Partners January 2013 - November 2014
Forest City Enterprises January 2002 - September 2011
Forest City Enterprises June 1998 - January 2002
Forest City Enterprises January 1995 - June 1998
Forest City Enterprises January 1990 - January 1995
Skills
Real Estate Development, Construction, Construction Management, Real Estate, Property Management, Entitlements, Feasibility Studies, Change Orders, Contract Negotiation, Commercial Real Estate, Residential Homes, Project Management, Disposition, Renovation, Leases, Contract Management, Management, Budgets, Land Acquisition, Due Diligence, Leadership, Contractors, Real Estate Economics, Apartments, Acquisitions, Pre-construction, Land Development, Project Bidding, Real Estate Transactions, Investment Properties, Value Engineering, Shopping Centers, Green Building, Concrete, Corporate Real Estate, Asset Management, Affordable Housing, CPM Scheduling, Cost Control, Cost Management, Design-Build, Facilities Management, Multi Family Development, Strategic Planning
Education
University of Arizona 1981 — 1986
Bachelor of Business Administration (BBA), Accounting/Finance
MacFarlane Partners January 2013 - November 2014
Forest City Enterprises January 2002 - September 2011
Forest City Enterprises June 1998 - January 2002
Forest City Enterprises January 1995 - June 1998
Forest City Enterprises January 1990 - January 1995
Skills
Real Estate Development, Construction, Construction Management, Real Estate, Property Management, Entitlements, Feasibility Studies, Change Orders, Contract Negotiation, Commercial Real Estate, Residential Homes, Project Management, Disposition, Renovation, Leases, Contract Management, Management, Budgets, Land Acquisition, Due Diligence, Leadership, Contractors, Real Estate Economics, Apartments, Acquisitions, Pre-construction, Land Development, Project Bidding, Real Estate Transactions, Investment Properties, Value Engineering, Shopping Centers, Green Building, Concrete, Corporate Real Estate, Asset Management, Affordable Housing, CPM Scheduling, Cost Control, Cost Management, Design-Build, Facilities Management, Multi Family Development, Strategic Planning
Education
University of Arizona 1981 — 1986
Bachelor of Business Administration (BBA), Accounting/Finance
Brad Dockser's MacFarlane Partners Experience 2006 - 2008
Job CEO, Green Generation Solutions, LLC
Industry Environmental Services
Experience
Green Generation Solutions, LLC January 2011 - Present
Johns Hopkins University Carey Business School September 2013 - Present
Urban Land Institute (ULI) Washington Sustainability Committee June 2011 - Present
Dockser Interests/BD Capital LLC 2008 - Present
Consolidated Green Services 2009 - September 2010
MacFarlane Partners 2006 - 2008
Starwood Capital Group 1997 - 2004
Asia Multi-Strategy Fund 1994 - 1997
CRI 1989 - 1994
JMB Realty 1985 - 1987
Skills
Sustainability, Real Estate, Energy, Green, Energy Efficiency, Renewable Energy, Green Building, Energy Management, Sustainable Energy, Cleantech, Energy Policy, Sustainable Business, LEED, Construction, Alternative Energy
Education
Harvard Business School 1987 — 1989
MBA
Harvard University 1981 — 1985
A.B., Economics
Bethesda Chevy Chase HS 1976 — 1980
Green Generation Solutions, LLC January 2011 - Present
Johns Hopkins University Carey Business School September 2013 - Present
Urban Land Institute (ULI) Washington Sustainability Committee June 2011 - Present
Dockser Interests/BD Capital LLC 2008 - Present
Consolidated Green Services 2009 - September 2010
MacFarlane Partners 2006 - 2008
Starwood Capital Group 1997 - 2004
Asia Multi-Strategy Fund 1994 - 1997
CRI 1989 - 1994
JMB Realty 1985 - 1987
Skills
Sustainability, Real Estate, Energy, Green, Energy Efficiency, Renewable Energy, Green Building, Energy Management, Sustainable Energy, Cleantech, Energy Policy, Sustainable Business, LEED, Construction, Alternative Energy
Education
Harvard Business School 1987 — 1989
MBA
Harvard University 1981 — 1985
A.B., Economics
Bethesda Chevy Chase HS 1976 — 1980
Dana Bryson Dana Bryson's MacFarlane Partners Experience 2007 - 2010
Job Founder at Kindness + Grit
Industry Public Policy
Experience
Kindness + Grit 2011 - Present
The Robert Bobb Group, LLC 2010 - Present
MacFarlane Partners 2007 - 2010
Government of the District of Columbia 2005 - 2007
Denver Mayor John Hickenlooper 2003 - 2005
Oakland Mayor Jerry Brown 2001 - 2003
Skills
Government, Economic Development, Leadership, Nonprofits, Program Management, Community Outreach, Real Estate, Real Estate Development, Fundraising, Public/private..., Investments, Asset Management, Local Government, Public Policy, Redevelopment, Policy, Management, Strategic Planning, Negotiation, Public Speaking, Social Enterprise, Grant Writing, Community Development, Impact Investing, Budgets
Education
Harvard Kennedy School of Government 2007 — 2009
Master of Public Policy, Social Entrepneurship; Urban Development
University of Virginia 1988 — 1992
Bachelor of Arts (B.A.), Foreign Affairs; French Language and Literature
Kindness + Grit 2011 - Present
The Robert Bobb Group, LLC 2010 - Present
MacFarlane Partners 2007 - 2010
Government of the District of Columbia 2005 - 2007
Denver Mayor John Hickenlooper 2003 - 2005
Oakland Mayor Jerry Brown 2001 - 2003
Skills
Government, Economic Development, Leadership, Nonprofits, Program Management, Community Outreach, Real Estate, Real Estate Development, Fundraising, Public/private..., Investments, Asset Management, Local Government, Public Policy, Redevelopment, Policy, Management, Strategic Planning, Negotiation, Public Speaking, Social Enterprise, Grant Writing, Community Development, Impact Investing, Budgets
Education
Harvard Kennedy School of Government 2007 — 2009
Master of Public Policy, Social Entrepneurship; Urban Development
University of Virginia 1988 — 1992
Bachelor of Arts (B.A.), Foreign Affairs; French Language and Literature
Johnna (Harriott) Lesch Johnna (Harriott) Lesch's MacFarlane Partners Experience July 2007 - May 2010
Job Controller at Lightspeed Venture Partners
Industry Accounting
Experience
Lightspeed Venture Partners July 2010 - Present
MacFarlane Partners July 2007 - May 2010
Apple Inc. July 2005 - June 2007
PricewaterhouseCoopers October 2003 - July 2005
Skills
Financial Analysis, Financial Reporting, Accounting, Financial Modeling, US GAAP, Due Diligence, GAAP, SEC filings, Private Equity, Internal Controls, Revenue Recognition, Corporate Finance, Mergers & Acquisitions, Auditing, Sarbanes-Oxley Act, Valuation, Variance Analysis, Investments, General Ledger, QuickBooks, Consolidation, Sarbanes-Oxley
Education
Santa Clara University 1999 — 2003
Bachelor of Science, Accounting
Lightspeed Venture Partners July 2010 - Present
MacFarlane Partners July 2007 - May 2010
Apple Inc. July 2005 - June 2007
PricewaterhouseCoopers October 2003 - July 2005
Skills
Financial Analysis, Financial Reporting, Accounting, Financial Modeling, US GAAP, Due Diligence, GAAP, SEC filings, Private Equity, Internal Controls, Revenue Recognition, Corporate Finance, Mergers & Acquisitions, Auditing, Sarbanes-Oxley Act, Valuation, Variance Analysis, Investments, General Ledger, QuickBooks, Consolidation, Sarbanes-Oxley
Education
Santa Clara University 1999 — 2003
Bachelor of Science, Accounting
Christie Lipkie Kent Christie Lipkie Kent's MacFarlane Partners Experience January 2002 - 2008
Job Financial Executive and Corporate Financial Analysis Expert
Industry Financial Services
Experience
Lipkie Consulting 2011 - Present
AdvancedMD 2009 - 2011
Lipkie Consulting 2008 - 2009
MacFarlane Partners January 2002 - 2008
Banc of America Securities 1998 - 2002
Accenture (formerly Andersen Consulting) 1993 - 1996
Skills
Financial Modeling, Financial Analysis, Due Diligence, Valuation, Private Equity, Mergers, Corporate Finance, Financial Reporting, Forecasting, Strategic Financial..., Strategic Planning, Investments, Portfolio Management, Finance, Venture Capital, Investor Relations, Acquisitions, Risk Management, Start-ups, Executive Management, Mergers & Acquisitions, Budgets, Analysis
Education
The University of Chicago - Booth School of Business 1996 — 1998
MBA
University of Iowa 1989 — 1993
BBA
Lipkie Consulting 2011 - Present
AdvancedMD 2009 - 2011
Lipkie Consulting 2008 - 2009
MacFarlane Partners January 2002 - 2008
Banc of America Securities 1998 - 2002
Accenture (formerly Andersen Consulting) 1993 - 1996
Skills
Financial Modeling, Financial Analysis, Due Diligence, Valuation, Private Equity, Mergers, Corporate Finance, Financial Reporting, Forecasting, Strategic Financial..., Strategic Planning, Investments, Portfolio Management, Finance, Venture Capital, Investor Relations, Acquisitions, Risk Management, Start-ups, Executive Management, Mergers & Acquisitions, Budgets, Analysis
Education
The University of Chicago - Booth School of Business 1996 — 1998
MBA
University of Iowa 1989 — 1993
BBA
Verna Causby-Smith Verna Causby-Smith's MacFarlane Partners Experience 1989 - 1990
Job Development Asset Manager at EAH Housing
Industry Real Estate
Experience
Community Housing Development Corporation October 2012 - December 2014
FDIC September 2008 - September 2012
Hometown Commercial Capital January 2006 - January 2007
Capmark April 2000 - April 2006
Keyser Marston Associates 1989 - 1990
MacFarlane Partners 1989 - 1990
Prudential Mortgage Capital 1980 - 1989
Skills
Real Estate Economics, Loans, Credit, Due Diligence, Asset Management, Commercial Mortgages, Underwriting, Portfolio Management, Real Estate, Risk Management, Real Estate Financing, Asset Managment, Loan Servicing, Apartments, Capital Markets, Market, Hotels, Offices, Mobile Homes, CMBS, Commercial Real Estate
Education
University of Wisconsin-Madison 1978 — 1980
MS Business - Real Estate, MS Business - Real Estate
University of California, Davis
BS, Environmental Planning and Management
Community Housing Development Corporation October 2012 - December 2014
FDIC September 2008 - September 2012
Hometown Commercial Capital January 2006 - January 2007
Capmark April 2000 - April 2006
Keyser Marston Associates 1989 - 1990
MacFarlane Partners 1989 - 1990
Prudential Mortgage Capital 1980 - 1989
Skills
Real Estate Economics, Loans, Credit, Due Diligence, Asset Management, Commercial Mortgages, Underwriting, Portfolio Management, Real Estate, Risk Management, Real Estate Financing, Asset Managment, Loan Servicing, Apartments, Capital Markets, Market, Hotels, Offices, Mobile Homes, CMBS, Commercial Real Estate
Education
University of Wisconsin-Madison 1978 — 1980
MS Business - Real Estate, MS Business - Real Estate
University of California, Davis
BS, Environmental Planning and Management
Eduardo Santana's MacFarlane Partners Experience September 2013 - Present
Job Making a Positive Impact through Community and Real Estate Development
Industry Real Estate
Experience
Pershing Square Renew September 2014 - Present
MacFarlane Partners September 2013 - Present
RCLCO September 2011 - August 2013
MDI (www.mdisuccess.com) May 2009 - November 2011
BV Housing Partners, LLC February 2010 - 2011
Estrada Strategies November 2009 - May 2010
Self-employed, Real Estate Development Services November 2008 - November 2009
Forest City Enterprises April 2005 - November 2008
USC Lusk Center for Real Estate October 2001 - April 2005
Ready Set Net 1999 - 2000
Skills
Real Estate Development, Market Analysis, Financial Analysis, Real Estate, Market Research, Team Leadership, Underwriting, Team Building, Excel, Real Estate Investment, Mentoring, Due Diligence, Forecasting, Financial Modeling, Microsoft Excel, Strategic Planning, Investment Properties, Real Estate Economics, Negotiation, New Business Development, Entrepreneurship, Asset Management, Marketing, Commercial Real Estate, Disposition, Economic Development, Public Relations, Leadership, Business Strategy, Management, Public Speaking, Fundraising, Entitlements, Contract Negotiation, Investments, Finance, Location Intelligence, Strategy, Portfolio Management, Mergers & Acquisitions, Analysis, Valuation, Affordable Housing, Residential Homes, Leases
Education
University of Southern California - Marshall School of Business 2004 — 2006
MBA, Real estate development and finance
Occidental College 1995 — 1999
BA, Public Policy
Colmar Elementary
Pershing Square Renew September 2014 - Present
MacFarlane Partners September 2013 - Present
RCLCO September 2011 - August 2013
MDI (www.mdisuccess.com) May 2009 - November 2011
BV Housing Partners, LLC February 2010 - 2011
Estrada Strategies November 2009 - May 2010
Self-employed, Real Estate Development Services November 2008 - November 2009
Forest City Enterprises April 2005 - November 2008
USC Lusk Center for Real Estate October 2001 - April 2005
Ready Set Net 1999 - 2000
Skills
Real Estate Development, Market Analysis, Financial Analysis, Real Estate, Market Research, Team Leadership, Underwriting, Team Building, Excel, Real Estate Investment, Mentoring, Due Diligence, Forecasting, Financial Modeling, Microsoft Excel, Strategic Planning, Investment Properties, Real Estate Economics, Negotiation, New Business Development, Entrepreneurship, Asset Management, Marketing, Commercial Real Estate, Disposition, Economic Development, Public Relations, Leadership, Business Strategy, Management, Public Speaking, Fundraising, Entitlements, Contract Negotiation, Investments, Finance, Location Intelligence, Strategy, Portfolio Management, Mergers & Acquisitions, Analysis, Valuation, Affordable Housing, Residential Homes, Leases
Education
University of Southern California - Marshall School of Business 2004 — 2006
MBA, Real estate development and finance
Occidental College 1995 — 1999
BA, Public Policy
Colmar Elementary
Daniela Greville's MacFarlane Partners Experience September 2005 - May 2007
Job Vice President at McCormack Baron Salazar
Industry Real Estate
Experience
McCormack Baron Companies April 2014 - Present
McCormack Baron Salazar / Sunwheel Energy Partners April 2009 - April 2014
CleanSource Power February 2008 - April 2009
Kiva / Prisma Microfinance June 2007 - August 2007
MacFarlane Partners September 2005 - May 2007
Aegon Community Investments 2002 - September 2005
Skills
Project Finance, Financial Analysis, Business Strategy, Energy Efficiency, Finance, Portfolio Management, Renewable Energy, Real Estate, Investments, Equities, Analysis, Business Development, Due Diligence, Financial Modeling, Mergers & Acquisitions, Strategy, Valuation, Solar Energy, Venture Capital, Private Equity, Asset Management
Education
Tufts University
BA, Political Science, Environmental Studies
UCLA Anderson School of Management
MBA
McCormack Baron Companies April 2014 - Present
McCormack Baron Salazar / Sunwheel Energy Partners April 2009 - April 2014
CleanSource Power February 2008 - April 2009
Kiva / Prisma Microfinance June 2007 - August 2007
MacFarlane Partners September 2005 - May 2007
Aegon Community Investments 2002 - September 2005
Skills
Project Finance, Financial Analysis, Business Strategy, Energy Efficiency, Finance, Portfolio Management, Renewable Energy, Real Estate, Investments, Equities, Analysis, Business Development, Due Diligence, Financial Modeling, Mergers & Acquisitions, Strategy, Valuation, Solar Energy, Venture Capital, Private Equity, Asset Management
Education
Tufts University
BA, Political Science, Environmental Studies
UCLA Anderson School of Management
MBA
Bakari Adams Bakari Adams's MacFarlane Partners Experience April 2009 - Present
Job Assistant Vice President, Investments
Industry Real Estate
Experience
MacFarlane Partners April 2009 - Present
MacFarlane Partners July 2007 - April 2009
Banc of America Securities March 2004 - July 2005
Banc of America Securities March 2002 - March 2004
Banc of America Securities July 2000 - March 2002
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Real Estate and Finance
Howard University 1996 — 2000
BA, International Business
Wheaton-Warrenville South High School
MacFarlane Partners April 2009 - Present
MacFarlane Partners July 2007 - April 2009
Banc of America Securities March 2004 - July 2005
Banc of America Securities March 2002 - March 2004
Banc of America Securities July 2000 - March 2002
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Real Estate and Finance
Howard University 1996 — 2000
BA, International Business
Wheaton-Warrenville South High School
Jordanna Ferreira Jordanna Ferreira's MacFarlane Partners Experience 1996 - 2009
Job Chief Financial Officer & Chief Compliance Officer at The Davis Companies
Industry Real Estate
Experience
The Davis Companies March 2011 - Present
Jordanna Ferreira Consulting January 2010 - February 2011
MacFarlane Partners 1996 - 2009
Diane Feinstein for Senate 1994 - 1996
Ferreira Tax and Consulting Services 1988 - 1994
Coopers & Lybrand 1984 - 1988
Education
University of California, Berkeley
Women’s Executive Leadership Program Alumni
University of California, Berkeley, Haas School of Business
BS, Business Administration
Université Bordeaux I
One Year Intensive French Language Program
The Davis Companies March 2011 - Present
Jordanna Ferreira Consulting January 2010 - February 2011
MacFarlane Partners 1996 - 2009
Diane Feinstein for Senate 1994 - 1996
Ferreira Tax and Consulting Services 1988 - 1994
Coopers & Lybrand 1984 - 1988
Education
University of California, Berkeley
Women’s Executive Leadership Program Alumni
University of California, Berkeley, Haas School of Business
BS, Business Administration
Université Bordeaux I
One Year Intensive French Language Program
Amy Raupp Amy Raupp's MacFarlane Partners Experience January 2004 - November 2009
Job Knowledge Universe
Industry Education Management
Experience
Knowledge Universe 2013 - 2014
MacFarlane Partners January 2004 - November 2009
MacFarlane Partners January 2002 - November 2009
MacFarlane Partners January 2003 - January 2004
Totality August 2000 - March 2002
Sectorbase.com September 1999 - May 2000
Skills
Investments, Management, Investor Relations, Finance, Marketing, Portfolio Management, Real Estate
Education
Academy of Art College
Master of Fine Arts, Motion Pictures / Video
Colorado State University 1993 — 1996
BA, Communications
Colorado State University
Bachelor of Arts, Speech Communications / Broadcasting
Toledo High School 1986 — 1989
Academy of Art University
Knowledge Universe 2013 - 2014
MacFarlane Partners January 2004 - November 2009
MacFarlane Partners January 2002 - November 2009
MacFarlane Partners January 2003 - January 2004
Totality August 2000 - March 2002
Sectorbase.com September 1999 - May 2000
Skills
Investments, Management, Investor Relations, Finance, Marketing, Portfolio Management, Real Estate
Education
Academy of Art College
Master of Fine Arts, Motion Pictures / Video
Colorado State University 1993 — 1996
BA, Communications
Colorado State University
Bachelor of Arts, Speech Communications / Broadcasting
Toledo High School 1986 — 1989
Academy of Art University
Charles Berman Charles Berman's MacFarlane Partners Experience March 2001 - March 2012
Job CEO at CBD, LLC
Industry Real Estate
Experience
CBD, LLC June 2013 - Present
CityView September 2012 - June 2013
MacFarlane Partners March 2001 - March 2012
Rent.com April 2000 - November 2004
SafeRent.com February 2000 - January 2002
GetActive Software June 1999 - December 2001
versity.com 1999 - 2000
AvalonBay Communities June 1998 - March 1999
Avalon Properties, Inc November 1993 - June 1998
Trammell Crow Residential September 1986 - October 1993
Skills
Real Estate Economics, Real Estate Development, Disposition, Real Estate, Due Diligence, Investment Properties, Mergers & Acquisitions, Private Equity, Entitlements, Acquisitions, Asset Management, Valuation, Real Estate Private..., Investments, Joint Ventures, Real Estate Transactions, Venture Capital, Land Acquisition, Property Management, Brokerage, Leases, Corporate Real Estate, Commercial Real Estate, Affordable Housing, Real Estate Financing, Landlords, Dispositions
Education
Harvard Business School 1977 — 1979
Master of Business Administration (MBA)
Amherst College 1971 — 1975
Bachelor of Arts (BA), Environmental Studies
CBD, LLC June 2013 - Present
CityView September 2012 - June 2013
MacFarlane Partners March 2001 - March 2012
Rent.com April 2000 - November 2004
SafeRent.com February 2000 - January 2002
GetActive Software June 1999 - December 2001
versity.com 1999 - 2000
AvalonBay Communities June 1998 - March 1999
Avalon Properties, Inc November 1993 - June 1998
Trammell Crow Residential September 1986 - October 1993
Skills
Real Estate Economics, Real Estate Development, Disposition, Real Estate, Due Diligence, Investment Properties, Mergers & Acquisitions, Private Equity, Entitlements, Acquisitions, Asset Management, Valuation, Real Estate Private..., Investments, Joint Ventures, Real Estate Transactions, Venture Capital, Land Acquisition, Property Management, Brokerage, Leases, Corporate Real Estate, Commercial Real Estate, Affordable Housing, Real Estate Financing, Landlords, Dispositions
Education
Harvard Business School 1977 — 1979
Master of Business Administration (MBA)
Amherst College 1971 — 1975
Bachelor of Arts (BA), Environmental Studies
Gregory Steelman Gregory Steelman's MacFarlane Partners Experience November 2008 - September 2011
Job Chief Financial Officer at Hope Services
Industry Nonprofit Organization Management
Experience
Hope Services November 2014 - Present
Pacific Metrics January 2012 - September 2014
Pacific Metrics May 2011 - January 2012
MacFarlane Partners November 2008 - September 2011
Marcus & Millichap July 2006 - September 2008
Meridian Property Company 2006 - September 2008
Urban Housing Group 2006 - September 2008
Highland Development Company 2006 - September 2008
Marcus & Millichap September 2000 - July 2006
Pacific Property Company September 2000 - July 2006
Skills
Due Diligence, Financial Analysis, Mergers, Accounting, Financial Reporting, Financial Modeling, Real Estate, Investments, Budgets, Cash Flow, Internal Controls, Valuation, Acquisitions, Financial Statements, Forecasting, Payroll, Variance Analysis, General Ledger, Consolidation, Auditing, Human Resources, Management, Strategic Planning, Start-ups, Tax, Finance, Portfolio Management, SAP, Sarbanes-Oxley Act, Cash Management, Managerial Finance, Mergers & Acquisitions, Financial Accounting, Internal Audit, Cost Accounting, Leadership, Process Improvement
Education
Golden Gate University 1998 — 2002
MBA, Management
Santa Clara University 1987 — 1990
BSC, Accounting
Hope Services November 2014 - Present
Pacific Metrics January 2012 - September 2014
Pacific Metrics May 2011 - January 2012
MacFarlane Partners November 2008 - September 2011
Marcus & Millichap July 2006 - September 2008
Meridian Property Company 2006 - September 2008
Urban Housing Group 2006 - September 2008
Highland Development Company 2006 - September 2008
Marcus & Millichap September 2000 - July 2006
Pacific Property Company September 2000 - July 2006
Skills
Due Diligence, Financial Analysis, Mergers, Accounting, Financial Reporting, Financial Modeling, Real Estate, Investments, Budgets, Cash Flow, Internal Controls, Valuation, Acquisitions, Financial Statements, Forecasting, Payroll, Variance Analysis, General Ledger, Consolidation, Auditing, Human Resources, Management, Strategic Planning, Start-ups, Tax, Finance, Portfolio Management, SAP, Sarbanes-Oxley Act, Cash Management, Managerial Finance, Mergers & Acquisitions, Financial Accounting, Internal Audit, Cost Accounting, Leadership, Process Improvement
Education
Golden Gate University 1998 — 2002
MBA, Management
Santa Clara University 1987 — 1990
BSC, Accounting
Chasse Carroll Chasse Carroll's MacFarlane Partners Experience December 1994 - August 1995
Job Educator & Advisor
Industry Primary/Secondary Education
Experience
Youth Art Exchange July 2012 - Present
Mindful Meats September 2013 - Present
Mission Bit September 2013 - December 2014
WestEd July 2005 - September 2009
Benjamin Franklin Middle School September 2002 - 2007
Columbus Elementary School 1997 - 2002
MacFarlane Partners December 1994 - August 1995
Skills
Instructional Design, Staff Development, Curriculum Design, Teaching, Mobile Applications, Training, Nonprofits, Educational Technology, Curriculum Development, Literacy, Grants, Leadership, Coaching, Program Management
Education
UC Berkeley 1995 — 1997
MA, Educational Pyschology
National Taiwan Normal University 1993 — 1994
Mandarin Language
Beloit College 1987 — 1991
BA, Literary Studies, Creative Writing
Youth Art Exchange July 2012 - Present
Mindful Meats September 2013 - Present
Mission Bit September 2013 - December 2014
WestEd July 2005 - September 2009
Benjamin Franklin Middle School September 2002 - 2007
Columbus Elementary School 1997 - 2002
MacFarlane Partners December 1994 - August 1995
Skills
Instructional Design, Staff Development, Curriculum Design, Teaching, Mobile Applications, Training, Nonprofits, Educational Technology, Curriculum Development, Literacy, Grants, Leadership, Coaching, Program Management
Education
UC Berkeley 1995 — 1997
MA, Educational Pyschology
National Taiwan Normal University 1993 — 1994
Mandarin Language
Beloit College 1987 — 1991
BA, Literary Studies, Creative Writing
Marjohn Heath, PMP Marjohn Heath, PMP's MacFarlane Partners Experience March 2007 - June 2008
Job GreenGen engineers and implements energy solutions improving clients' facilities, operations, and profitability
Industry Environmental Services
Experience
Green Generation Solutions, LLC June 2011 - Present
Consolidated Green Services July 2010 - February 2011
Maslow Media Group, Inc. 2011 - 2011
WBENC December 2008 - July 2010
MacFarlane Partners March 2007 - June 2008
Carey International May 2000 - September 2006
Skills
Budgets, Nonprofits, Human Resources, Contract Negotiation, Mergers & Acquisitions, Due Diligence, Proposal Writing, Non-profits, Energy Efficiency, Social Media, Contract Management, Legal Writing, Sustainability, Research, Editing, Budgeting, Data Management, IT Service Management, Marketing Communications, Copywriting, Corporate Communications, Energy Management, Renewable Energy, Sustainable Energy, Marketing, Public Relations, Proofreading, Writing Skills, Document Design, Board Relations, Financial Reporting, Governance, M&A experience, Corporate Transactions, Vendor Management, Legal Compliance, Web Project Management, Web Content, Social Media Marketing, Green Technology, Green Building, Energy Conservation, Smart Metering, EMS, EMS Management, Facilities Management, Facilities Operations, Recruiting, Office Management, Project Management
Education
Stanford University
CSC Paralegal Institute 1998 — 2000
PPC
Boston University 1988 — 1990
The Holton-Arms School
Green Generation Solutions, LLC June 2011 - Present
Consolidated Green Services July 2010 - February 2011
Maslow Media Group, Inc. 2011 - 2011
WBENC December 2008 - July 2010
MacFarlane Partners March 2007 - June 2008
Carey International May 2000 - September 2006
Skills
Budgets, Nonprofits, Human Resources, Contract Negotiation, Mergers & Acquisitions, Due Diligence, Proposal Writing, Non-profits, Energy Efficiency, Social Media, Contract Management, Legal Writing, Sustainability, Research, Editing, Budgeting, Data Management, IT Service Management, Marketing Communications, Copywriting, Corporate Communications, Energy Management, Renewable Energy, Sustainable Energy, Marketing, Public Relations, Proofreading, Writing Skills, Document Design, Board Relations, Financial Reporting, Governance, M&A experience, Corporate Transactions, Vendor Management, Legal Compliance, Web Project Management, Web Content, Social Media Marketing, Green Technology, Green Building, Energy Conservation, Smart Metering, EMS, EMS Management, Facilities Management, Facilities Operations, Recruiting, Office Management, Project Management
Education
Stanford University
CSC Paralegal Institute 1998 — 2000
PPC
Boston University 1988 — 1990
The Holton-Arms School
Brooke Brock Brooke Brock's MacFarlane Partners Experience October 2007 - October 2008
Job Realtor at McGuire Real Estate
Industry Real Estate
Experience
McGuire Real Estate October 2009 - Present
MacFarlane Partners October 2007 - October 2008
NAI BT Commercial January 2006 - October 2007
Buchanan Street Partners August 2004 - December 2005
Yahoo! May 2002 - July 2004
Yahoo! February 2001 - December 2001
Yahoo! January 2000 - January 2001
Education
University of Arizona 1994 — 1999
McGuire Real Estate October 2009 - Present
MacFarlane Partners October 2007 - October 2008
NAI BT Commercial January 2006 - October 2007
Buchanan Street Partners August 2004 - December 2005
Yahoo! May 2002 - July 2004
Yahoo! February 2001 - December 2001
Yahoo! January 2000 - January 2001
Education
University of Arizona 1994 — 1999
Sara Pfueller Sara Pfueller's MacFarlane Partners Experience May 2012 - October 2013
Job Executive Assistant to CFO at MacFarlane Partners
Industry Executive Office
Experience
Dolphin Scuba May 2008 - Present
MacFarlane Partners May 2012 - October 2013
BioQuest August 2011 - April 2012
Dreyer Babich Buccola Wood, LLP February 2008 - August 2011
Business Law Ventures, P.C. August 2005 - January 2008
Department of Corporations 2003 - 2005
Skills
Office Management, Customer Relations, Commercial Real Estate..., Bookkeeping, Document Preparation, Contract Negotiation, Corporate Law, Entity Formation, Travel Planning, Travel Management, Payroll Administration, Event Organizer, Microsoft Office, Mac OS, Excel, PowerPoint, Visio
Education
California State University-Sacramento 1999 — 2004
Bachelor of Arts, History
Dolphin Scuba May 2008 - Present
MacFarlane Partners May 2012 - October 2013
BioQuest August 2011 - April 2012
Dreyer Babich Buccola Wood, LLP February 2008 - August 2011
Business Law Ventures, P.C. August 2005 - January 2008
Department of Corporations 2003 - 2005
Skills
Office Management, Customer Relations, Commercial Real Estate..., Bookkeeping, Document Preparation, Contract Negotiation, Corporate Law, Entity Formation, Travel Planning, Travel Management, Payroll Administration, Event Organizer, Microsoft Office, Mac OS, Excel, PowerPoint, Visio
Education
California State University-Sacramento 1999 — 2004
Bachelor of Arts, History
Zuhairah (Scott) Washington Zuhairah (Scott) Washington's MacFarlane Partners Experience 2005 - 2009
Job General Manager at Uber
Industry Internet
Experience
Uber August 2013 - Present
Kahnoodle 2011 - 2013
Qype (acquired by Yelp) 2009 - 2010
MacFarlane Partners 2005 - 2009
Goldman Sachs 2004 - 2004
MTV Networks 2004 - 2004
Booz Allen Hamilton 2003 - 2003
Hamilton, Rabinovitz & Alschuler 2000 - 2001
Coro Center for Civic Leadership 1999 - 2000
Skills
Venture Capital, Entrepreneurship, Start-ups, Entrepreneur, Non-profits, Strategic Partnerships, Corporate Development, Digital Media, Strategy, Investor Relations, Executive Management, Go-to-market Strategy, New Business Development, Product Development, New Venture Development, Product Innovation, Innovation Consulting, Social Entrepreneurship, Social Media, Digital Marketing, Mobile Applications, Online Gaming, Gamification, Principal Investments, Real Estate Private..., Private Equity, Strategic Consulting, New Media, Global Business..., International, MENA, EMEA, Negotiation, Partnerships, Public Speaking, Public/private..., Business Development, Investments, Angel Investing, Management
Education
Harvard Business School 2001 — 2005
JD/MBA
Harvard Law School 2001 — 2005
JD/MBA
University of California, Los Angeles 1995 — 1999
BA
Uber August 2013 - Present
Kahnoodle 2011 - 2013
Qype (acquired by Yelp) 2009 - 2010
MacFarlane Partners 2005 - 2009
Goldman Sachs 2004 - 2004
MTV Networks 2004 - 2004
Booz Allen Hamilton 2003 - 2003
Hamilton, Rabinovitz & Alschuler 2000 - 2001
Coro Center for Civic Leadership 1999 - 2000
Skills
Venture Capital, Entrepreneurship, Start-ups, Entrepreneur, Non-profits, Strategic Partnerships, Corporate Development, Digital Media, Strategy, Investor Relations, Executive Management, Go-to-market Strategy, New Business Development, Product Development, New Venture Development, Product Innovation, Innovation Consulting, Social Entrepreneurship, Social Media, Digital Marketing, Mobile Applications, Online Gaming, Gamification, Principal Investments, Real Estate Private..., Private Equity, Strategic Consulting, New Media, Global Business..., International, MENA, EMEA, Negotiation, Partnerships, Public Speaking, Public/private..., Business Development, Investments, Angel Investing, Management
Education
Harvard Business School 2001 — 2005
JD/MBA
Harvard Law School 2001 — 2005
JD/MBA
University of California, Los Angeles 1995 — 1999
BA
Lauren Dressler Lauren Dressler's MacFarlane Partners Experience August 2004 - April 2007
Job Principal
Industry Real Estate
Experience
Oak Place Partners, Inc. June 2015 - Present
Crown Acquisitions Inc. July 2013 - June 2015
Hunt Companies April 2010 - July 2013
MacFarlane Partners August 2004 - April 2007
PwC July 2003 - August 2004
Skills
Real Estate Economics, Disposition, Real Estate Development, Real Estate, Asset Managment, Entitlements, Real Estate Transactions, Land Acquisition, Commercial Real Estate
Education
Stanford Graduate School of Business 2007 — 2009
Master of Business Administration (MBA)
University of Southern California 1999 — 2003
Bachelor of Science (BS), Business, Real Estate Finance and Entrepreneurial Studies
Oak Place Partners, Inc. June 2015 - Present
Crown Acquisitions Inc. July 2013 - June 2015
Hunt Companies April 2010 - July 2013
MacFarlane Partners August 2004 - April 2007
PwC July 2003 - August 2004
Skills
Real Estate Economics, Disposition, Real Estate Development, Real Estate, Asset Managment, Entitlements, Real Estate Transactions, Land Acquisition, Commercial Real Estate
Education
Stanford Graduate School of Business 2007 — 2009
Master of Business Administration (MBA)
University of Southern California 1999 — 2003
Bachelor of Science (BS), Business, Real Estate Finance and Entrepreneurial Studies
Tim Overland Tim Overland's MacFarlane Partners Experience February 2005 - April 2008
Job President at Security Properties
Industry Real Estate
Experience
Security Properties April 2011 - September 2014
Security Properties April 2008 - March 2011
MacFarlane Partners February 2005 - April 2008
PricewaterhouseCoopers January 2002 - June 2003
Skills
Real Estate, Investments, Valuation, Portfolio Management, Equities, Asset Managment, Due Diligence, Real Estate Economics, Real Estate Development, Acquisitions, Financial Modeling, Investor Relations, Financial Analysis, Strategic Planning, Underwriting, Affordable Housing, Real Estate Transactions, Leases, Mergers & Acquisitions, Market Analysis, Real Estate Financing, Property Management, Asset Management, Commercial Real Estate, Executive Management, Disposition, Investment Management, Corporate Real Estate, Finance, Capital Markets, Investment Properties, Apartments, Brokerage, Entitlements, Location Intelligence, Property, Private Equity, Venture Capital, Financial Structuring, Landlords, Business Development
Education
University of California, Berkeley - Walter A. Haas School of Business 2003 — 2005
Master of Business Administration (MBA), Real Estate
University of Puget Sound 1993 — 1997
BA, Economics
Security Properties April 2011 - September 2014
Security Properties April 2008 - March 2011
MacFarlane Partners February 2005 - April 2008
PricewaterhouseCoopers January 2002 - June 2003
Skills
Real Estate, Investments, Valuation, Portfolio Management, Equities, Asset Managment, Due Diligence, Real Estate Economics, Real Estate Development, Acquisitions, Financial Modeling, Investor Relations, Financial Analysis, Strategic Planning, Underwriting, Affordable Housing, Real Estate Transactions, Leases, Mergers & Acquisitions, Market Analysis, Real Estate Financing, Property Management, Asset Management, Commercial Real Estate, Executive Management, Disposition, Investment Management, Corporate Real Estate, Finance, Capital Markets, Investment Properties, Apartments, Brokerage, Entitlements, Location Intelligence, Property, Private Equity, Venture Capital, Financial Structuring, Landlords, Business Development
Education
University of California, Berkeley - Walter A. Haas School of Business 2003 — 2005
Master of Business Administration (MBA), Real Estate
University of Puget Sound 1993 — 1997
BA, Economics
Jeff Berris Jeff Berris's MacFarlane Partners Experience September 2012 - Present
Job Developer, Broker, Consultant, & Advisor
Industry Real Estate
Experience
MacFarlane Partners September 2012 - Present
Aborell REITS & Ahome Real Estate LLC September 2012 - September 2013
RCLCO July 2011 - September 2012
BV Housing Partners December 2008 - June 2011
KB Urban, Inc January 2006 - December 2008
Silverstone Communities 2004 - 2006
Jovia Corp. 1997 - 2004
Catalfumo Construction and Development, Inc January 1994 - January 1997
Commercial Finance Center, Inc January 1992 - January 1994
GK Mortgage, Inc January 1990 - January 1992
Skills
Due Diligence, Capital Markets, Land Acquisition, Dispositions, Entitlements, Investments, Transaction Services, Real Estate Development, Investors, Real Estate Investment, Real Estate, Investment Properties, Real Estate Transactions, Brokerage, Valuation, Site Selection, Underwriting, Mixed-use, Joint Ventures, Disposition, Construction, Asset Management, Mergers & Acquisitions, Negotiation, Location Intelligence, Property Management, Residential Homes, Condos, Apartments, Market Analysis, Real Estate Economics, Property, Acquisitions, Commercial Real Estate
Education
California State University-Northridge 1978 — 1982
business
California State University-Northridge
Finance-Real Estate Option; Minor-Speech Communication
MacFarlane Partners September 2012 - Present
Aborell REITS & Ahome Real Estate LLC September 2012 - September 2013
RCLCO July 2011 - September 2012
BV Housing Partners December 2008 - June 2011
KB Urban, Inc January 2006 - December 2008
Silverstone Communities 2004 - 2006
Jovia Corp. 1997 - 2004
Catalfumo Construction and Development, Inc January 1994 - January 1997
Commercial Finance Center, Inc January 1992 - January 1994
GK Mortgage, Inc January 1990 - January 1992
Skills
Due Diligence, Capital Markets, Land Acquisition, Dispositions, Entitlements, Investments, Transaction Services, Real Estate Development, Investors, Real Estate Investment, Real Estate, Investment Properties, Real Estate Transactions, Brokerage, Valuation, Site Selection, Underwriting, Mixed-use, Joint Ventures, Disposition, Construction, Asset Management, Mergers & Acquisitions, Negotiation, Location Intelligence, Property Management, Residential Homes, Condos, Apartments, Market Analysis, Real Estate Economics, Property, Acquisitions, Commercial Real Estate
Education
California State University-Northridge 1978 — 1982
business
California State University-Northridge
Finance-Real Estate Option; Minor-Speech Communication
Doug Holm Doug Holm's MacFarlane Partners Experience 2003 - 2010
Job Institutional Real Estate Communications Professional
Industry Real Estate
Experience
MacFarlane Partners 2003 - 2010
Sedway Group/CBRE Consulting 2002 - 2003
GE Capital Investment Advisors 1994 - 2001
Mellon/McMahan Real Estate Advisors 1989 - 1994
Roulac Consulting Group 1988 - 1989
Education
Hope College 1982 — 1986
A.B., Composite in Historical Studies (History, Writing, Communications)
MacFarlane Partners 2003 - 2010
Sedway Group/CBRE Consulting 2002 - 2003
GE Capital Investment Advisors 1994 - 2001
Mellon/McMahan Real Estate Advisors 1989 - 1994
Roulac Consulting Group 1988 - 1989
Education
Hope College 1982 — 1986
A.B., Composite in Historical Studies (History, Writing, Communications)
Cathy Larkin Cathy Larkin's MacFarlane Partners Experience September 2005 - January 2007
Job Creative Project Leader at Restoration Hardware
Industry Design
Experience
Restoration Hardware February 2012 - Present
Bespoke Innovations, Inc. January 2011 - February 2012
Central Office of Design April 2009 - January 2011
IDEO February 2007 - February 2009
MacFarlane Partners September 2005 - January 2007
Martin and Osa Prop Styling 2007 - 2007
Barra September 2002 - March 2004
Skills
CRM, Project Management, Leadership, Management, Marketing, Business Development, Proposal Writing, Event Management, Budgets, Research, User-centered Design, Design Strategy, User Experience, Design Thinking, Interaction Design
Education
San Francisco State University 1995 — 2001
BA, Liberal Arts
Restoration Hardware February 2012 - Present
Bespoke Innovations, Inc. January 2011 - February 2012
Central Office of Design April 2009 - January 2011
IDEO February 2007 - February 2009
MacFarlane Partners September 2005 - January 2007
Martin and Osa Prop Styling 2007 - 2007
Barra September 2002 - March 2004
Skills
CRM, Project Management, Leadership, Management, Marketing, Business Development, Proposal Writing, Event Management, Budgets, Research, User-centered Design, Design Strategy, User Experience, Design Thinking, Interaction Design
Education
San Francisco State University 1995 — 2001
BA, Liberal Arts
Maria Salazar Lukens's MacFarlane Partners Experience July 2006 - May 2008
Job Vice President, Investor Relations at Digital Realty
Industry Information Technology and Services
Experience
Digital Realty July 2011 - Present
NMN Advisors, Inc. November 2013 - January 2015
Prologis, Inc. (fka AMB Property Corporation) May 2008 - June 2011
MacFarlane Partners July 2006 - May 2008
Smith Barney/Citigroup June 2005 - July 2006
GE Global Sponsors Finance August 2004 - June 2005
The Walt Disney Company March 2001 - August 2002
Tickets.com January 2000 - March 2001
Ernst & Young January 1998 - January 2000
Skills
Investor Relations, Private Equity, Equity Research, Financial Modeling, Financial Analysis, Real Estate, Finance, SEC filings, Strategic Financial..., Strategy, Analysis, Valuation, Forecasting, Investments, Mergers, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business 2002 — 2004
MBA
California State University-Fullerton 1992 — 1997
Bachelor of Arts (BA)
Digital Realty July 2011 - Present
NMN Advisors, Inc. November 2013 - January 2015
Prologis, Inc. (fka AMB Property Corporation) May 2008 - June 2011
MacFarlane Partners July 2006 - May 2008
Smith Barney/Citigroup June 2005 - July 2006
GE Global Sponsors Finance August 2004 - June 2005
The Walt Disney Company March 2001 - August 2002
Tickets.com January 2000 - March 2001
Ernst & Young January 1998 - January 2000
Skills
Investor Relations, Private Equity, Equity Research, Financial Modeling, Financial Analysis, Real Estate, Finance, SEC filings, Strategic Financial..., Strategy, Analysis, Valuation, Forecasting, Investments, Mergers, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business 2002 — 2004
MBA
California State University-Fullerton 1992 — 1997
Bachelor of Arts (BA)
Jai Kohli Jai Kohli's MacFarlane Partners Experience July 2013 - August 2014
Job Strategic Partnerships | Business Development | Finance & Strategy
Industry Computer Software
Experience
Draftster.com February 2015 - Present
Idean September 2014 - April 2015
MacFarlane Partners July 2013 - August 2014
CT Realty Investors April 2013 - July 2013
Private Equity Real Estate Consultant September 2010 - April 2013
UCLA Anderson School of Management September 2009 - June 2012
Idean Enterprises June 2011 - December 2011
Standard Property Company June 2011 - September 2011
NAI Northern California June 2006 - July 2010
HomeGain June 2005 - June 2006
Skills
Business Development, Real Estate, Financial Modeling, Valuation, Entrepreneurship, Market Research, Leadership, Due Diligence, Asset Management, Investments, Financial Analysis, Private Equity, Market Analysis, Business Strategy, Real Estate Economics, Acquisitions, Finance, Competitive Analysis, Investment Properties, Mergers, Cross-functional Team..., Start-ups, Real Estate Development, Marketing Strategy, Management, Mergers & Acquisitions, Strategy, Business Planning, Strategic Partnerships
Education
UCLA Anderson School of Management 2009 — 2012
MBA, Finance, Marketing
University of California, Berkeley 2001 — 2005
Bachelor of Arts, Political Science
La Canada High School 1995 — 2001
Draftster.com February 2015 - Present
Idean September 2014 - April 2015
MacFarlane Partners July 2013 - August 2014
CT Realty Investors April 2013 - July 2013
Private Equity Real Estate Consultant September 2010 - April 2013
UCLA Anderson School of Management September 2009 - June 2012
Idean Enterprises June 2011 - December 2011
Standard Property Company June 2011 - September 2011
NAI Northern California June 2006 - July 2010
HomeGain June 2005 - June 2006
Skills
Business Development, Real Estate, Financial Modeling, Valuation, Entrepreneurship, Market Research, Leadership, Due Diligence, Asset Management, Investments, Financial Analysis, Private Equity, Market Analysis, Business Strategy, Real Estate Economics, Acquisitions, Finance, Competitive Analysis, Investment Properties, Mergers, Cross-functional Team..., Start-ups, Real Estate Development, Marketing Strategy, Management, Mergers & Acquisitions, Strategy, Business Planning, Strategic Partnerships
Education
UCLA Anderson School of Management 2009 — 2012
MBA, Finance, Marketing
University of California, Berkeley 2001 — 2005
Bachelor of Arts, Political Science
La Canada High School 1995 — 2001
Shawn Dulaney Shawn Dulaney's MacFarlane Partners Experience August 2007 - March 2013
Job Administrative Assistant at Facebook
Industry Executive Office
Experience
Facebook June 2015 - Present
PagerDuty February 2014 - June 2015
Castenada Investments (dba Seven Hills Properties) March 2013 - February 2014
MacFarlane Partners August 2007 - March 2013
Deloitte June 2002 - August 2007
Dice.com August 1999 - June 2002
American Express Business Travel November 1997 - August 1999
Various Manhattan Hotels October 1995 - May 1997
Walt Disney World January 1990 - December 1994
Skills
Program Management, Strategic Planning, Financial Modeling, Investor Relations, Due Diligence, Event Planning, Budgets, Financial Analysis, Project Management, Microsoft Office, Real Estate, Project Planning, Customer Service, Social Media, Marketing, Acquisitions, Software Development, Business Process..., Office Management, Travel Planning, Requirements Gathering, Compliance, Leadership, Process Improvement, Editing, Human Resources, Management, Training, Mergers & Acquisitions, Accounting, Time Management
Education
Mississippi State University 1989 — 1993
BA, Marketing
Facebook June 2015 - Present
PagerDuty February 2014 - June 2015
Castenada Investments (dba Seven Hills Properties) March 2013 - February 2014
MacFarlane Partners August 2007 - March 2013
Deloitte June 2002 - August 2007
Dice.com August 1999 - June 2002
American Express Business Travel November 1997 - August 1999
Various Manhattan Hotels October 1995 - May 1997
Walt Disney World January 1990 - December 1994
Skills
Program Management, Strategic Planning, Financial Modeling, Investor Relations, Due Diligence, Event Planning, Budgets, Financial Analysis, Project Management, Microsoft Office, Real Estate, Project Planning, Customer Service, Social Media, Marketing, Acquisitions, Software Development, Business Process..., Office Management, Travel Planning, Requirements Gathering, Compliance, Leadership, Process Improvement, Editing, Human Resources, Management, Training, Mergers & Acquisitions, Accounting, Time Management
Education
Mississippi State University 1989 — 1993
BA, Marketing
Randi Tara Gerson Randi Tara Gerson's MacFarlane Partners Experience 2012 - October 2014
Job Director of Development at Lennar Urban
Industry Real Estate
Experience
MacFarlane Partners 2012 - October 2014
Equity Community Builders January 2010 - December 2012
Barbary Lane Senior Communities June 2004 - January 2009
Forest City Enterprises 2006 - 2009
Toll Brothers 2005 - 2006
Mercy Housing 1999 - 2005
San Francisco LGBT Community Center 1999 - 2005
Asian Neighborhood Design 1990 - 1999
Skills
Contract Negotiation, Finance, Affordable Housing, Entitlements, Real Estate Development, Redevelopment, Mixed-use, Construction Management, LEED, Community Development, Urban Planning, Construction, Green Building, Feasibility Studies, LEED AP, Architecture, Real Estate, Property Management, Economic Development, Project Management, Nonprofits, Land Acquisition, Sustainability, Budgets, Comprehensive Planning, Land Use Planning, Site Planning, Historic Preservation, Zoning, Architectures
Education
University of Oregon 1986 — 1988
MA, Architecture
Washington University in St. Louis 1976 — 1980
BA, sociology, communications
MacFarlane Partners 2012 - October 2014
Equity Community Builders January 2010 - December 2012
Barbary Lane Senior Communities June 2004 - January 2009
Forest City Enterprises 2006 - 2009
Toll Brothers 2005 - 2006
Mercy Housing 1999 - 2005
San Francisco LGBT Community Center 1999 - 2005
Asian Neighborhood Design 1990 - 1999
Skills
Contract Negotiation, Finance, Affordable Housing, Entitlements, Real Estate Development, Redevelopment, Mixed-use, Construction Management, LEED, Community Development, Urban Planning, Construction, Green Building, Feasibility Studies, LEED AP, Architecture, Real Estate, Property Management, Economic Development, Project Management, Nonprofits, Land Acquisition, Sustainability, Budgets, Comprehensive Planning, Land Use Planning, Site Planning, Historic Preservation, Zoning, Architectures
Education
University of Oregon 1986 — 1988
MA, Architecture
Washington University in St. Louis 1976 — 1980
BA, sociology, communications
Ellie Boynton Ellie Boynton's MacFarlane Partners Experience 1994 - 1996
Job Website Developer/Project Manager: elegantly simple websites that help businesses connect with their customers.
Industry Information Technology and Services
Experience
Garnet Solutions November 2012 - Present
Mosaic Eye Publishing November 2002 - Present
TeenLife Media, LLC January 2009 - October 2012
LEB Web Design and Consulting 1996 - October 2012
MacFarlane Partners 1994 - 1996
The Boston Company 1983 - 1993
Skills
Email Marketing, Web Design, Social Media, Social Media Marketing, Social Networking, Web Development, Blogging, Salesforce.com, Wordpress, Web Analytics, Advertising, Joomla, Google Adwords, Entrepreneurship, Digital Media, Digital Strategy, Marketing, Desktop Publishing, HTML, CSS, InDesign
Education
Princeton University 1979 — 1983
AB
Staples High School 1976 — 1979
Garnet Solutions November 2012 - Present
Mosaic Eye Publishing November 2002 - Present
TeenLife Media, LLC January 2009 - October 2012
LEB Web Design and Consulting 1996 - October 2012
MacFarlane Partners 1994 - 1996
The Boston Company 1983 - 1993
Skills
Email Marketing, Web Design, Social Media, Social Media Marketing, Social Networking, Web Development, Blogging, Salesforce.com, Wordpress, Web Analytics, Advertising, Joomla, Google Adwords, Entrepreneurship, Digital Media, Digital Strategy, Marketing, Desktop Publishing, HTML, CSS, InDesign
Education
Princeton University 1979 — 1983
AB
Staples High School 1976 — 1979
Martha Lawrence's MacFarlane Partners Experience 2005 - 2006
Job Recruiter at Therapy Specialists Rehabilitation Provider of Choice in California for nearly 40 years
Industry Health, Wellness and Fitness
Experience
Therapy Specialists September 2014 - Present
Jewish Community Federation of San Francisco, the Peninsula, Marin and Sonoma Counties October 2012 - Present
Private Formal Residence February 2014 - August 2014
Jewish Community Federation of San Francisco, the Peninsula, Marin and Sonoma Counties June 2011 - December 2013
Private Formal Residence April 2010 - April 2011
Business Team/BTI Group October 2009 - February 2010
The Robert Toigo Foundation 2006 - 2008
Career Group, Inc. July 2005 - January 2006
MacFarlane Partners 2005 - 2006
Hellman & Friedman May 2000 - May 2004
Skills
Fundraising, Community Outreach, Recruiting, Philanthropy, Event Planning, Nonprofits, Volunteer Management, Finance, Customer Service, Strategic Planning, Leadership, Program Development, Event Management, Microsoft Excel, Microsoft Word, Raiser's Edge, Access, PowerPoint, QuickBooks, Databases, Concur
Education
Boston College
Bachelor’s Degree, English
Masconoment Regional High School
High School
Therapy Specialists September 2014 - Present
Jewish Community Federation of San Francisco, the Peninsula, Marin and Sonoma Counties October 2012 - Present
Private Formal Residence February 2014 - August 2014
Jewish Community Federation of San Francisco, the Peninsula, Marin and Sonoma Counties June 2011 - December 2013
Private Formal Residence April 2010 - April 2011
Business Team/BTI Group October 2009 - February 2010
The Robert Toigo Foundation 2006 - 2008
Career Group, Inc. July 2005 - January 2006
MacFarlane Partners 2005 - 2006
Hellman & Friedman May 2000 - May 2004
Skills
Fundraising, Community Outreach, Recruiting, Philanthropy, Event Planning, Nonprofits, Volunteer Management, Finance, Customer Service, Strategic Planning, Leadership, Program Development, Event Management, Microsoft Excel, Microsoft Word, Raiser's Edge, Access, PowerPoint, QuickBooks, Databases, Concur
Education
Boston College
Bachelor’s Degree, English
Masconoment Regional High School
High School
Chris Neighbor Chris Neighbor's MacFarlane Partners Experience June 2007 - April 2008
Job Executive Vice President Managing Director, SummerHill Housing Group
Industry Real Estate
Experience
SummerHill Homes April 2008 - Present
SummerHill Apartment Communities February 2012 - Present
MacFarlane Partners June 2007 - April 2008
KB Home September 2001 - June 2007
Skills
Entitlements, Land Acquisition, Acquisitions, Land Development, Construction, Real Estate Development, Residential Homes, Contract Negotiation, Real Estate, Mixed-use, Real Estate Economics, Real Estate Transactions, Investments, Property Management, Disposition, Subdivisions, Green Building, Value Engineering, Construction Management, Feasibility Studies, Contractors, Due Diligence, New Home Sales, Location Intelligence, Asset Management, Zoning, Contract Management, Land Use Planning, Sellers, Tenant Improvement, Pre-construction, Brokerage, Investment Properties
Education
California State University-Chico 1998 — 2001
Construction Management
SummerHill Homes April 2008 - Present
SummerHill Apartment Communities February 2012 - Present
MacFarlane Partners June 2007 - April 2008
KB Home September 2001 - June 2007
Skills
Entitlements, Land Acquisition, Acquisitions, Land Development, Construction, Real Estate Development, Residential Homes, Contract Negotiation, Real Estate, Mixed-use, Real Estate Economics, Real Estate Transactions, Investments, Property Management, Disposition, Subdivisions, Green Building, Value Engineering, Construction Management, Feasibility Studies, Contractors, Due Diligence, New Home Sales, Location Intelligence, Asset Management, Zoning, Contract Management, Land Use Planning, Sellers, Tenant Improvement, Pre-construction, Brokerage, Investment Properties
Education
California State University-Chico 1998 — 2001
Construction Management
Trey Clark Trey Clark's MacFarlane Partners Experience January 2012 - Present
Job Real Estate Private Equity Professional
Industry Real Estate
Experience
MacFarlane Partners January 2012 - Present
RealtyShares April 2012 - October 2013
Sequoia Ventures Group October 2009 - December 2011
UBS Investment Bank June 2008 - August 2008
Gate Gourmet July 2005 - July 2007
Guideline January 2005 - July 2005
U.S. Inspect 2002 - 2004
Skills
Financial Analysis, Strategy, Real Estate, Valuation, Management, Investments, Contract Negotiation, Financial Modeling, Analysis, Mergers & Acquisitions, Venture Capital, Finance, Investment Properties, Negotiation
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2009
Master of Business Administration (M.B.A.), General Studies, Finance, Real Estate
Virginia Polytechnic Institute and State University 1997 — 2001
BS, Psychology and Philosophy
MacFarlane Partners January 2012 - Present
RealtyShares April 2012 - October 2013
Sequoia Ventures Group October 2009 - December 2011
UBS Investment Bank June 2008 - August 2008
Gate Gourmet July 2005 - July 2007
Guideline January 2005 - July 2005
U.S. Inspect 2002 - 2004
Skills
Financial Analysis, Strategy, Real Estate, Valuation, Management, Investments, Contract Negotiation, Financial Modeling, Analysis, Mergers & Acquisitions, Venture Capital, Finance, Investment Properties, Negotiation
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2009
Master of Business Administration (M.B.A.), General Studies, Finance, Real Estate
Virginia Polytechnic Institute and State University 1997 — 2001
BS, Psychology and Philosophy
Paul Gradeff Paul Gradeff's MacFarlane Partners Experience 1995 - 1996
Job Managing Partner at HighBridge Properties, LLC
Industry Real Estate
Experience
HighBridge Properties, LLC 2001 - Present
WinShip Properties 1998 - 2001
GE Capital Investment Advisors 1996 - 1998
MacFarlane Partners 1995 - 1996
PNC 1992 - 1995
Education
University of South Carolina-Columbia 1985 — 1989
Business Administration, Real Estate and Finance
HighBridge Properties, LLC 2001 - Present
WinShip Properties 1998 - 2001
GE Capital Investment Advisors 1996 - 1998
MacFarlane Partners 1995 - 1996
PNC 1992 - 1995
Education
University of South Carolina-Columbia 1985 — 1989
Business Administration, Real Estate and Finance
Jennifer Porcella's MacFarlane Partners Experience October 2004 - September 2007
Job Controller
Industry Venture Capital & Private Equity
Experience
AVG Holdings May 2015 - Present
Independent September 2007 - May 2015
Greenough Consulting Group September 2007 - May 2015
MacFarlane Partners October 2004 - September 2007
Kodak Gallery 2002 - 2004
Greenough Consulting Group 2000 - 2001
Bigwords.com 1998 - 2000
Directv 1994 - 1997
TCI June 1994 - September 1995
Skills
Accounting, CPA, Finance, Financial Reporting, Due Diligence, Auditing, Private Equity, Internal Audit, Microsoft Office
Education
University of Maryland College Park 1989 — 1993
Bachelor's degree, Finance and Accounting
AVG Holdings May 2015 - Present
Independent September 2007 - May 2015
Greenough Consulting Group September 2007 - May 2015
MacFarlane Partners October 2004 - September 2007
Kodak Gallery 2002 - 2004
Greenough Consulting Group 2000 - 2001
Bigwords.com 1998 - 2000
Directv 1994 - 1997
TCI June 1994 - September 1995
Skills
Accounting, CPA, Finance, Financial Reporting, Due Diligence, Auditing, Private Equity, Internal Audit, Microsoft Office
Education
University of Maryland College Park 1989 — 1993
Bachelor's degree, Finance and Accounting
Edwards, Latasha's MacFarlane Partners Experience November 2013 - Present
Job VP at MacFarlane Partners
Industry Real Estate
Experience
MacFarlane Partners November 2013 - Present
Hudson Realty Capital August 2012 - October 2013
KIPP AMP Academy June 2011 - July 2012
ASB Capital Management July 2005 - October 2010
Jones Lang LaSalle 2002 - 2003
McKinsey & Company 2000 - 2002
Skills
Asset Management, Investments, Private Equity, Real Estate Economics, Portfolio Management, Real Estate Development, Alternative Investments, Commercial Real Estate, Real Estate Transactions, Strategic Planning, Investment Properties, Investment Management, Analysis, Disposition
Education
University of Pennsylvania - The Wharton School 2003 — 2005
Master of Business Administration (M.B.A.)
Harvard University 1996 — 2000
Bachelors
Poly Prep 1990 — 1996
High School Diploma
MacFarlane Partners November 2013 - Present
Hudson Realty Capital August 2012 - October 2013
KIPP AMP Academy June 2011 - July 2012
ASB Capital Management July 2005 - October 2010
Jones Lang LaSalle 2002 - 2003
McKinsey & Company 2000 - 2002
Skills
Asset Management, Investments, Private Equity, Real Estate Economics, Portfolio Management, Real Estate Development, Alternative Investments, Commercial Real Estate, Real Estate Transactions, Strategic Planning, Investment Properties, Investment Management, Analysis, Disposition
Education
University of Pennsylvania - The Wharton School 2003 — 2005
Master of Business Administration (M.B.A.)
Harvard University 1996 — 2000
Bachelors
Poly Prep 1990 — 1996
High School Diploma
Debbie McAdam, MBA's MacFarlane Partners Experience September 2007 - January 2010
Job Trusted Human Resources and Business Administration/Operations Executive, Advisor, and Consultant.
Industry Human Resources
Experience
The Telx Group January 2013 - Present
HarmonyResources, Inc. January 2010 - Present
MacFarlane Partners September 2007 - January 2010
BPO Management Services, Inc. October 2005 - August 2007
DC McAdam Consulting April 2004 - October 2005
USI Holdings October 1998 - April 2004
Foote Cone & Belding April 1996 - October 1998
Sprint Communications Co. September 1984 - April 1996
Coopers & Lybrand 1986 - 1988
Macy's 1980 - 1983
Skills
Organizational..., Performance Management, HRIS, Compensation, Benefits, Compliance, Leadership Development, Payroll, Deferred Compensation
Education
University of San Francisco
MBA, HR Management
University of San Francisco
BS, Business Administration
Mercy High School - Burlingame, CA
Diploma
The Telx Group January 2013 - Present
HarmonyResources, Inc. January 2010 - Present
MacFarlane Partners September 2007 - January 2010
BPO Management Services, Inc. October 2005 - August 2007
DC McAdam Consulting April 2004 - October 2005
USI Holdings October 1998 - April 2004
Foote Cone & Belding April 1996 - October 1998
Sprint Communications Co. September 1984 - April 1996
Coopers & Lybrand 1986 - 1988
Macy's 1980 - 1983
Skills
Organizational..., Performance Management, HRIS, Compensation, Benefits, Compliance, Leadership Development, Payroll, Deferred Compensation
Education
University of San Francisco
MBA, HR Management
University of San Francisco
BS, Business Administration
Mercy High School - Burlingame, CA
Diploma
Dean Curtin, CPA's MacFarlane Partners Experience February 2008 - January 2009
Job Business Analytics Strategy Executive IBM
Industry Information Technology and Services
Experience
IBM - Business Analytics Software Group January 2009 - Present
MacFarlane Partners February 2008 - January 2009
PricewaterhouseCoopers January 2000 - January 2008
PwC España November 1997 - December 1999
PwC UK January 1995 - November 1997
KPMG US August 1990 - December 1992
Skills
Business Intelligence, Strategy, Business Development, Management, Leadership, Solution Architecture, Performance Management, Financial Reporting, Finance, Corporate Finance, Business Analytics, Cognos, Portfolio Management, Financial Services, Management Consulting, Business Process..., Business Analysis, Enterprise Software, Business Transformation, Financial Modeling
Education
Arizona State University 1985 — 1990
BS Business Administration, Finance and Accounting
IBM - Business Analytics Software Group January 2009 - Present
MacFarlane Partners February 2008 - January 2009
PricewaterhouseCoopers January 2000 - January 2008
PwC España November 1997 - December 1999
PwC UK January 1995 - November 1997
KPMG US August 1990 - December 1992
Skills
Business Intelligence, Strategy, Business Development, Management, Leadership, Solution Architecture, Performance Management, Financial Reporting, Finance, Corporate Finance, Business Analytics, Cognos, Portfolio Management, Financial Services, Management Consulting, Business Process..., Business Analysis, Enterprise Software, Business Transformation, Financial Modeling
Education
Arizona State University 1985 — 1990
BS Business Administration, Finance and Accounting
Tina Lee's MacFarlane Partners Experience 1994 - 1995
Job Vice President Asset Management at Resmark Apartment Living
Industry Commercial Real Estate
Experience
Resmark Apartment Living January 2015 - Present
Colony Capital February 2013 - January 2015
Colony Capital March 2011 - February 2013
Shamrock Capital Advisors November 2006 - January 2010
Fremont Investment & Loan 2003 - 2006
American Realty Advisors January 2002 - November 2003
Catellus Development Corporation 1995 - 2001
Kilroy Realty Corporation November 1997 - April 2000
MacFarlane Partners 1994 - 1995
Education
California State University-Hayward - School of Business and Economics 1988 — 1994
Resmark Apartment Living January 2015 - Present
Colony Capital February 2013 - January 2015
Colony Capital March 2011 - February 2013
Shamrock Capital Advisors November 2006 - January 2010
Fremont Investment & Loan 2003 - 2006
American Realty Advisors January 2002 - November 2003
Catellus Development Corporation 1995 - 2001
Kilroy Realty Corporation November 1997 - April 2000
MacFarlane Partners 1994 - 1995
Education
California State University-Hayward - School of Business and Economics 1988 — 1994
Francis Abrao's MacFarlane Partners Experience July 2007 - August 2011
Job Senior Vice President at Valtus Capital Group
Industry Investment Banking
Experience
Valtus Capital Group January 2013 - Present
Caesars Entertainment Corporation August 2011 - December 2012
MacFarlane Partners July 2007 - August 2011
Silver Pacific Advisors June 2005 - July 2007
Skills
Valuation, Financial Modeling, Due Diligence, Financial Analysis, Real Estate Economics, Asset Management, Disposition, Corporate Finance, Investments, Acquisitions, Finance, Private Equity, Capital Markets, Negotiation, New Business Development, Gaming
Education
University of Nevada Las Vegas Lee Business School 2002 — 2005
B.S., Finance
University of Nevada-Las Vegas
Bachelor of Science (B.S.), Finance
Valtus Capital Group January 2013 - Present
Caesars Entertainment Corporation August 2011 - December 2012
MacFarlane Partners July 2007 - August 2011
Silver Pacific Advisors June 2005 - July 2007
Skills
Valuation, Financial Modeling, Due Diligence, Financial Analysis, Real Estate Economics, Asset Management, Disposition, Corporate Finance, Investments, Acquisitions, Finance, Private Equity, Capital Markets, Negotiation, New Business Development, Gaming
Education
University of Nevada Las Vegas Lee Business School 2002 — 2005
B.S., Finance
University of Nevada-Las Vegas
Bachelor of Science (B.S.), Finance
Victoria Maitland's MacFarlane Partners Experience 2001 - 2008
Job Vice Chair Board of Directors at Park Day School
Industry Human Resources
Experience
Clover Consulting Group October 2013 - Present
Park Day School September 2013 - Present
Berkeley Research Group February 2010 - November 2013
The Tulip Grove 2008 - 2012
MacFarlane Partners 2001 - 2008
Webvan 1999 - 2001
Miller Freeman 1995 - 1999
Skills
Human Resources, Management, Employee Relations, Strategy, Corporate Communications, Community Outreach, Employee Engagement, Employee Benefits, Recruiting, Leadership Development, Due Diligence, Onboarding, Deferred Compensation, Social Media, Mergers & Acquisitions, Personnel Management
Education
Middlesex University 1988 — 1991
Bachelor of Science (BS), Psychology
Clover Consulting Group October 2013 - Present
Park Day School September 2013 - Present
Berkeley Research Group February 2010 - November 2013
The Tulip Grove 2008 - 2012
MacFarlane Partners 2001 - 2008
Webvan 1999 - 2001
Miller Freeman 1995 - 1999
Skills
Human Resources, Management, Employee Relations, Strategy, Corporate Communications, Community Outreach, Employee Engagement, Employee Benefits, Recruiting, Leadership Development, Due Diligence, Onboarding, Deferred Compensation, Social Media, Mergers & Acquisitions, Personnel Management
Education
Middlesex University 1988 — 1991
Bachelor of Science (BS), Psychology
Britt Wenzler's MacFarlane Partners Experience January 2012 - Present
Job MacFarlane Partners
Industry Real Estate
Experience
MacFarlane Partners January 2012 - Present
Legacy Partners July 2010 - January 2012
Forest City Ratner Companies October 2006 - April 2009
CB Richard Ellis 2004 - 2006
Skills
Real Estate Development, Real Estate, Due Diligence, Disposition, Real Estate Transactions, Property Management, Leases, Commercial Real Estate, Asset Management, Investment Properties, Management, Real Estate Economics
Education
Georgetown University 1999 — 2003
Georgetown University - The McDonough School of Business 1999 — 2003
MacFarlane Partners January 2012 - Present
Legacy Partners July 2010 - January 2012
Forest City Ratner Companies October 2006 - April 2009
CB Richard Ellis 2004 - 2006
Skills
Real Estate Development, Real Estate, Due Diligence, Disposition, Real Estate Transactions, Property Management, Leases, Commercial Real Estate, Asset Management, Investment Properties, Management, Real Estate Economics
Education
Georgetown University 1999 — 2003
Georgetown University - The McDonough School of Business 1999 — 2003
Larry Suen's MacFarlane Partners Experience 2006 - 2008
Job ERP Systems Implementation Consultant
Industry Real Estate
Experience
Yardi Systems October 2010 - Present
Larry Suen Consulting Services 2009 - October 2010
AMB Property Corporation 2008 - 2008
MacFarlane Partners 2006 - 2008
BlackRock (formerly SSR Realty/GE Capital Investment Advisors) 2001 - 2005
BlackRock (formerly SSR Realty/GE Capital Investment Advisors) 1998 - 2001
ProLogis (formerly Meridian Industrial Trust) 1992 - 1995
Hambrecht & Quist (currently JPMorgan Chase) 1989 - 1991
Liquidity Fund Investment Corporation 1987 - 1989
Skills
Due Diligence, Analysis, Mergers & Acquisitions, Strategy, Financial Modeling, Business Intelligence, Valuation, Finance, Management, Asset Management, Budgets, Financial Analysis, Leadership
Education
University of California, Berkeley, Haas School of Business 1984 — 1988
B.S., Business Administration
City College of San Francisco
Continuing Education, Photography, Multimedia, Art History, Art, Music, Italian
Yardi Systems October 2010 - Present
Larry Suen Consulting Services 2009 - October 2010
AMB Property Corporation 2008 - 2008
MacFarlane Partners 2006 - 2008
BlackRock (formerly SSR Realty/GE Capital Investment Advisors) 2001 - 2005
BlackRock (formerly SSR Realty/GE Capital Investment Advisors) 1998 - 2001
ProLogis (formerly Meridian Industrial Trust) 1992 - 1995
Hambrecht & Quist (currently JPMorgan Chase) 1989 - 1991
Liquidity Fund Investment Corporation 1987 - 1989
Skills
Due Diligence, Analysis, Mergers & Acquisitions, Strategy, Financial Modeling, Business Intelligence, Valuation, Finance, Management, Asset Management, Budgets, Financial Analysis, Leadership
Education
University of California, Berkeley, Haas School of Business 1984 — 1988
B.S., Business Administration
City College of San Francisco
Continuing Education, Photography, Multimedia, Art History, Art, Music, Italian
Connie Mendoza's MacFarlane Partners Experience September 2014 - Present
Job Administrative Services Support at MacFarlane Partners
Industry Real Estate
Experience
MacFarlane Partners September 2014 - Present
AppLift (a HitFox Group company) October 2013 - September 2014
Jobvite May 2011 - July 2013
Stanford Alumni Association August 2009 - January 2011
Spark Program April 2008 - November 2009
McCall Staffing Services September 2008 - April 2009
Euler Hermes UMA January 2006 - June 2008
Pitzer College - Registrar Office February 2003 - May 2005
California Academy of Sciences June 1999 - August 2003
Skills
Salesforce.com, Outlook, Customer Service, Microsoft Excel, Microsoft Word, Event Planning, Event Management, Microsoft Office
Education
Pitzer College 2001 — 2005
Bachelor of Arts, Media Studies
MacFarlane Partners September 2014 - Present
AppLift (a HitFox Group company) October 2013 - September 2014
Jobvite May 2011 - July 2013
Stanford Alumni Association August 2009 - January 2011
Spark Program April 2008 - November 2009
McCall Staffing Services September 2008 - April 2009
Euler Hermes UMA January 2006 - June 2008
Pitzer College - Registrar Office February 2003 - May 2005
California Academy of Sciences June 1999 - August 2003
Skills
Salesforce.com, Outlook, Customer Service, Microsoft Excel, Microsoft Word, Event Planning, Event Management, Microsoft Office
Education
Pitzer College 2001 — 2005
Bachelor of Arts, Media Studies
Nadine Gordenev's MacFarlane Partners Experience May 2005 - August 2008
Job Assistant Controller, Recurrent Energy
Industry Accounting
Experience
Recurrent Energy October 2010 - Present
Page Mill Properties January 2009 - February 2010
AMB Property Corporation September 2008 - December 2008
MacFarlane Partners May 2005 - August 2008
Catellus Development Corporation 2000 - 2005
Chevron June 1994 - August 2000
Skills
Accounting, Due Diligence, Financial Analysis, Financial Reporting, Financial Modeling
Education
Golden Gate University 2000 — 2004
Master in Taxation, Taxation
Saint Mary's College of California 1990 — 1994
B.S., Accounting
Recurrent Energy October 2010 - Present
Page Mill Properties January 2009 - February 2010
AMB Property Corporation September 2008 - December 2008
MacFarlane Partners May 2005 - August 2008
Catellus Development Corporation 2000 - 2005
Chevron June 1994 - August 2000
Skills
Accounting, Due Diligence, Financial Analysis, Financial Reporting, Financial Modeling
Education
Golden Gate University 2000 — 2004
Master in Taxation, Taxation
Saint Mary's College of California 1990 — 1994
B.S., Accounting
Andria Berry's MacFarlane Partners Experience July 2008 - November 2009
Job Regulatory Documentation Associate at PIMCO
Industry Investment Management
Experience
PIMCO September 2014 - Present
PIMCO March 2013 - September 2014
PIMCO January 2010 - March 2013
MacFarlane Partners July 2008 - November 2009
HEARTSENT ADOPTIONS, INC July 2004 - April 2008
SOUTHERN CA UNIVERSITY HEALTH SCIENCES January 1999 - July 2004
Skills
Project Management, Training, Regulatory Documentation, Process Improvement, Invoice Processing, Reporting & Analysis, Cost Reporting, Auditing, Presentation Design, Microsoft Office, Bloomberg, ReadSoft, SharePoint, Travel Arrangements
Education
California State University-Fullerton 1999 — 2004
Bachelor of Science (B.S.), Child Development
PIMCO September 2014 - Present
PIMCO March 2013 - September 2014
PIMCO January 2010 - March 2013
MacFarlane Partners July 2008 - November 2009
HEARTSENT ADOPTIONS, INC July 2004 - April 2008
SOUTHERN CA UNIVERSITY HEALTH SCIENCES January 1999 - July 2004
Skills
Project Management, Training, Regulatory Documentation, Process Improvement, Invoice Processing, Reporting & Analysis, Cost Reporting, Auditing, Presentation Design, Microsoft Office, Bloomberg, ReadSoft, SharePoint, Travel Arrangements
Education
California State University-Fullerton 1999 — 2004
Bachelor of Science (B.S.), Child Development
Becky Smallwood's MacFarlane Partners Experience January 2014 - Present
Job Real Estate Development Controller
Industry Real Estate
Experience
MacFarlane Partners January 2014 - Present
AMP Solar West, Inc. May 2012 - Present
Follett Investment Properties, Inc November 2010 - June 2012
Peter P Bollinger Investment Co. December 2009 - November 2010
Catlin Properties, Inc. February 1999 - December 2009
Triple Net Properties, LLC 1998 - 1999
Lakemont Homes 1997 - 1998
Dunmore Homes 1994 - 1997
TMC Developments, Inc. 1990 - 1994
Hopkins Development Co, Inc. 1983 - 1990
Skills
Financial Analysis, Accounts Payable, Cash Flow, GAAP, Accounts Receivable, Internal Controls, Account Reconciliation, Financial Statements, Variance Analysis, Financial Accounting, Fixed Assets, Budgets, Microsoft Excel, Yardi Voyager, Employee Benefits, Cost, General Ledger, Microsoft Office, Cash Flow Forecasting, Finance, Real Estate, Financial Reporting
Education
Orange Coast College
Taxation
Pasadena City College
MacFarlane Partners January 2014 - Present
AMP Solar West, Inc. May 2012 - Present
Follett Investment Properties, Inc November 2010 - June 2012
Peter P Bollinger Investment Co. December 2009 - November 2010
Catlin Properties, Inc. February 1999 - December 2009
Triple Net Properties, LLC 1998 - 1999
Lakemont Homes 1997 - 1998
Dunmore Homes 1994 - 1997
TMC Developments, Inc. 1990 - 1994
Hopkins Development Co, Inc. 1983 - 1990
Skills
Financial Analysis, Accounts Payable, Cash Flow, GAAP, Accounts Receivable, Internal Controls, Account Reconciliation, Financial Statements, Variance Analysis, Financial Accounting, Fixed Assets, Budgets, Microsoft Excel, Yardi Voyager, Employee Benefits, Cost, General Ledger, Microsoft Office, Cash Flow Forecasting, Finance, Real Estate, Financial Reporting
Education
Orange Coast College
Taxation
Pasadena City College
Joanne Chou's MacFarlane Partners Experience July 2005 - September 2008
Job Chief Financial Officer at Asian Art Museum
Industry Nonprofit Organization Management
Experience
Asian Art Museum May 2014 - Present
Room to Read October 2008 - May 2014
MacFarlane Partners July 2005 - September 2008
Barclays Global Investors January 2001 - July 2005
Bank of America January 1996 - June 2000
Skills
Financial Modeling, Finance, Non-profits, Relationship Management, Due Diligence, Financial Analysis, Investor Relations, Asset Managment, Strategic Planning, Investments, Human Resources, Valuation
Education
University of California, Berkeley, Haas School of Business
MBA, Finance, Real Estate
University of California, Los Angeles - School of Law
JD, Law
Stanford University
BS, Biological Sciences
Stanford University
BA, History
Asian Art Museum May 2014 - Present
Room to Read October 2008 - May 2014
MacFarlane Partners July 2005 - September 2008
Barclays Global Investors January 2001 - July 2005
Bank of America January 1996 - June 2000
Skills
Financial Modeling, Finance, Non-profits, Relationship Management, Due Diligence, Financial Analysis, Investor Relations, Asset Managment, Strategic Planning, Investments, Human Resources, Valuation
Education
University of California, Berkeley, Haas School of Business
MBA, Finance, Real Estate
University of California, Los Angeles - School of Law
JD, Law
Stanford University
BS, Biological Sciences
Stanford University
BA, History
Sue Kreusch's MacFarlane Partners Experience January 2009 - Present
Job Chief Financial Officer at MacFarlane Partners
Industry Real Estate
Experience
MacFarlane Partners January 2009 - Present
Kreusch Financial Advisory October 2008 - December 2009
Education Finance Partners October 2004 - September 2008
Access Group March 1996 - October 2004
First Union November 1994 - March 1996
Prudential Home Mortgage Company, Inc. March 1992 - November 1994
KPMG Peat Marwick August 1985 - March 1992
KPMG 1985 - 1992
Skills
Mergers & Acquisitions, Financial Modeling, Financial Analysis, Strategy, Strategic Planning, Finance, Risk Management, Investments, Leadership, Entrepreneurship, Capital Markets, Business Planning, Internal Controls, Team Building, Negotiation
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA
Georgetown University 1981 — 1985
BSBA, Accounting
MacFarlane Partners January 2009 - Present
Kreusch Financial Advisory October 2008 - December 2009
Education Finance Partners October 2004 - September 2008
Access Group March 1996 - October 2004
First Union November 1994 - March 1996
Prudential Home Mortgage Company, Inc. March 1992 - November 1994
KPMG Peat Marwick August 1985 - March 1992
KPMG 1985 - 1992
Skills
Mergers & Acquisitions, Financial Modeling, Financial Analysis, Strategy, Strategic Planning, Finance, Risk Management, Investments, Leadership, Entrepreneurship, Capital Markets, Business Planning, Internal Controls, Team Building, Negotiation
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA
Georgetown University 1981 — 1985
BSBA, Accounting
Hilda Fagaragan's MacFarlane Partners Experience May 2004 - December 2005
Job Staff/Property Accountant
Industry Accounting
Experience
Temping at Cushman and Wakefield February 2015 - Present
Foresight Renewables October 2010 - August 2014
JMA Ventures, LLC June 2006 - May 2008
MacFarlane Partners May 2004 - December 2005
AMB Property Corporation April 2001 - December 2002
PG&E January 1999 - July 2000
Skills
Accounts Receivable, Budgets, Accounting, Variance Analysis, Account Reconciliation, GAAP, Auditing, Microsoft Excel, Financial Analysis, Financial Reporting, Financial Statements, Sarbanes-Oxley Act, General Ledger
Education
Heald College 1988 — 1989
Business Accounting
Far Eastern University
Pre-Nursing
Mary Chiles College of Nursing
Graduate Nurse
Temping at Cushman and Wakefield February 2015 - Present
Foresight Renewables October 2010 - August 2014
JMA Ventures, LLC June 2006 - May 2008
MacFarlane Partners May 2004 - December 2005
AMB Property Corporation April 2001 - December 2002
PG&E January 1999 - July 2000
Skills
Accounts Receivable, Budgets, Accounting, Variance Analysis, Account Reconciliation, GAAP, Auditing, Microsoft Excel, Financial Analysis, Financial Reporting, Financial Statements, Sarbanes-Oxley Act, General Ledger
Education
Heald College 1988 — 1989
Business Accounting
Far Eastern University
Pre-Nursing
Mary Chiles College of Nursing
Graduate Nurse
Mark Regoli's MacFarlane Partners Experience October 1994 - April 1996
Job Partner at South Bay Development
Industry Real Estate
Experience
South Bay Development May 1996 - Present
MacFarlane Partners October 1994 - April 1996
Aetna Realty April 1988 - September 1994
Skills
Due Diligence, Property Management, Location Intelligence, Disposition, Leases, Contract Negotiation, Acquisitions, Lease Negotiations, Selling, Real Estate, Negotiation, Valuation, Investments, Tenant, Construction Management, Real Estate Financing
Education
San Jose State University 1985 — 1988
Master of Business Administration (M.B.A.), Business Administration and Management, General
San Jose State University 1980 — 1985
Bachelor of Science (BS), Business Administration and Management, General
South Bay Development May 1996 - Present
MacFarlane Partners October 1994 - April 1996
Aetna Realty April 1988 - September 1994
Skills
Due Diligence, Property Management, Location Intelligence, Disposition, Leases, Contract Negotiation, Acquisitions, Lease Negotiations, Selling, Real Estate, Negotiation, Valuation, Investments, Tenant, Construction Management, Real Estate Financing
Education
San Jose State University 1985 — 1988
Master of Business Administration (M.B.A.), Business Administration and Management, General
San Jose State University 1980 — 1985
Bachelor of Science (BS), Business Administration and Management, General
Filip Ostrak's MacFarlane Partners Experience December 2004 - July 2007
Job Director at FTI Consulting
Industry Real Estate
Experience
FTI Consulting October 2007 - Present
MacFarlane Partners December 2004 - July 2007
American Realty Advisors December 2003 - December 2004
Portland Pacific, LLC 2002 - 2003
Skills
Financial Modeling, Due Diligence, Real Estate, Asset Management, Valuation, Financial Analysis, Negotiation, Strategic Planning, Budgeting, Excel, Corporate Finance, Microsoft Office, Investments, Business Valuation, Private Equity, Real Estate Transactions, Property Management, Investment Properties, Leases, Portfolio Management, Real Estate Development, Asset Managment, Disposition, Finance, Commercial Real Estate, Real Estate Economics, Dispositions, Restructuring, Acquisitions, Budgets, Microsoft Excel
Education
University of California, Santa Barbara 1997 — 2002
B.A., Accounting / Global Studies - East Asia
Beijing Normal University
Peking University
FTI Consulting October 2007 - Present
MacFarlane Partners December 2004 - July 2007
American Realty Advisors December 2003 - December 2004
Portland Pacific, LLC 2002 - 2003
Skills
Financial Modeling, Due Diligence, Real Estate, Asset Management, Valuation, Financial Analysis, Negotiation, Strategic Planning, Budgeting, Excel, Corporate Finance, Microsoft Office, Investments, Business Valuation, Private Equity, Real Estate Transactions, Property Management, Investment Properties, Leases, Portfolio Management, Real Estate Development, Asset Managment, Disposition, Finance, Commercial Real Estate, Real Estate Economics, Dispositions, Restructuring, Acquisitions, Budgets, Microsoft Excel
Education
University of California, Santa Barbara 1997 — 2002
B.A., Accounting / Global Studies - East Asia
Beijing Normal University
Peking University
Suzanne Neishi's MacFarlane Partners Experience September 2005 - December 2009
Job Vice President at
Industry Real Estate
Experience
Syufy Enterprises January 2010 - Present
MacFarlane Partners September 2005 - December 2009
PricewaterhouseCoopers February 1996 - September 2005
UC Berkeley 1997 - 1998
KPMG Peat Marwick January 1986 - January 1996
Education
California State University-East Bay 1980 — 1985
B.S. Business Adminstration, Accounting with minor in Taxation
Golden Gate University
M.S. Finance, Personal Financial Planning
Syufy Enterprises January 2010 - Present
MacFarlane Partners September 2005 - December 2009
PricewaterhouseCoopers February 1996 - September 2005
UC Berkeley 1997 - 1998
KPMG Peat Marwick January 1986 - January 1996
Education
California State University-East Bay 1980 — 1985
B.S. Business Adminstration, Accounting with minor in Taxation
Golden Gate University
M.S. Finance, Personal Financial Planning
Amy Nicole Wilson's MacFarlane Partners Experience 2005 - 2008
Job CFO at TextMe, Inc.
Industry Accounting
Experience
TextMe, Inc. 2014 - Present
BackOps 2013 - 2014
Greenough Consulting Group 2008 - 2013
MacFarlane Partners 2005 - 2008
The Boston Consulting Group 2004 - 2005
D.L.B. Realty, Inc. 2002 - 2004
H.K. Financial 2003 - 2003
Skills
Leadership, Systems Improvement, Interim Management, Financial Reporting, Financial Analysis, Strategic Planning, Project Management, Start-ups, Revenue Forecasting, M&A experience, Budgets, Accounting, Venture Capital, Corporate FP&A, Finance, Revenue Recognition, SEC filings, Mergers & Acquisitions, Staff Management, Consolidated Financial..., Due Diligence, Financial Modeling, Management, Process Improvement, Business Process..., Internal Controls, Strategy, Financial Accounting
Education
UC Berkeley Extension 2005 — 2012
Accounting
San Diego State University-California State University 2001 — 2004
BS, International Economics
TextMe, Inc. 2014 - Present
BackOps 2013 - 2014
Greenough Consulting Group 2008 - 2013
MacFarlane Partners 2005 - 2008
The Boston Consulting Group 2004 - 2005
D.L.B. Realty, Inc. 2002 - 2004
H.K. Financial 2003 - 2003
Skills
Leadership, Systems Improvement, Interim Management, Financial Reporting, Financial Analysis, Strategic Planning, Project Management, Start-ups, Revenue Forecasting, M&A experience, Budgets, Accounting, Venture Capital, Corporate FP&A, Finance, Revenue Recognition, SEC filings, Mergers & Acquisitions, Staff Management, Consolidated Financial..., Due Diligence, Financial Modeling, Management, Process Improvement, Business Process..., Internal Controls, Strategy, Financial Accounting
Education
UC Berkeley Extension 2005 — 2012
Accounting
San Diego State University-California State University 2001 — 2004
BS, International Economics
Michael Hoeffel's MacFarlane Partners Experience 2001 - Present
Job Director at MacFarlane Partners
Industry Real Estate
Experience
MacFarlane Partners 2001 - Present
Property Capital -- Real Estate Investments 2000 - 2001
PricewaterhouseCoopers 1996 - 2000
Advest, Inc. 1991 - 1994
Skills
Real Estate Economics, Acquisitions, Valuation, Due Diligence, Investor Relations, Investments, Asset Managment, Financial Modeling, Real Estate, Portfolio Management, Financial Analysis, Underwriting
Education
University of California, Berkeley 1994 — 1996
MBA, Real Estate and Non-profit Management
Georgetown University 1985 — 1989
BS, Finance and International Management
MacFarlane Partners 2001 - Present
Property Capital -- Real Estate Investments 2000 - 2001
PricewaterhouseCoopers 1996 - 2000
Advest, Inc. 1991 - 1994
Skills
Real Estate Economics, Acquisitions, Valuation, Due Diligence, Investor Relations, Investments, Asset Managment, Financial Modeling, Real Estate, Portfolio Management, Financial Analysis, Underwriting
Education
University of California, Berkeley 1994 — 1996
MBA, Real Estate and Non-profit Management
Georgetown University 1985 — 1989
BS, Finance and International Management
Andrew P. Johnson's MacFarlane Partners Experience August 2011 - August 2012
Job Associate General Counsel at E. & J. Gallo Winery
Industry Wine and Spirits
Experience
E. & J. Gallo Winery June 2013 - Present
MacFarlane Partners August 2011 - August 2012
Orrick, Herrington & Sutcliffe LLP 2004 - August 2011
GATX Corporation 2001 - 2004
OffRoad Capital Corporation 1999 - 2001
Education
University of Virginia School of Law 1992 — 1995
JD, Law
University of California, Berkeley 1985 — 1990
A.B., History, Economics
E. & J. Gallo Winery June 2013 - Present
MacFarlane Partners August 2011 - August 2012
Orrick, Herrington & Sutcliffe LLP 2004 - August 2011
GATX Corporation 2001 - 2004
OffRoad Capital Corporation 1999 - 2001
Education
University of Virginia School of Law 1992 — 1995
JD, Law
University of California, Berkeley 1985 — 1990
A.B., History, Economics
Peter Susko's MacFarlane Partners Experience 2006 - 2006
Job Head of Portfolio Management at Swift Real Estate Partners
Industry Investment Management
Experience
Swift Real Estate Partners December 2012 - Present
Capital Strategies Group 2001 - Present
Meritage Financial Solutions, LLC October 2013 - June 2014
RREEF/Deutsche Bank 2008 - 2012
Springcreek Advisors, LLC 2005 - 2008
RREEF 2002 - 2008
MacFARLANE PARTNERS 2006 - 2006
Finaplex, Inc. 2005 - 2006
Lighthouse Capital Partners 2001 - 2004
K & E Management Ltd. (Robert Swanson Family Office) 2000 - 2001
Education
University of California, Los Angeles - School of Law
JD, Taxation
University of California, Berkeley - Walter A. Haas School of Business
MBA, Finance
University of Rochester
BA, History
Swift Real Estate Partners December 2012 - Present
Capital Strategies Group 2001 - Present
Meritage Financial Solutions, LLC October 2013 - June 2014
RREEF/Deutsche Bank 2008 - 2012
Springcreek Advisors, LLC 2005 - 2008
RREEF 2002 - 2008
MacFARLANE PARTNERS 2006 - 2006
Finaplex, Inc. 2005 - 2006
Lighthouse Capital Partners 2001 - 2004
K & E Management Ltd. (Robert Swanson Family Office) 2000 - 2001
Education
University of California, Los Angeles - School of Law
JD, Taxation
University of California, Berkeley - Walter A. Haas School of Business
MBA, Finance
University of Rochester
BA, History
Charles Heard's MacFarlane Partners Experience March 2000 - November 2001
Job Real Estate Acquisitions & Development Consultant
Industry Real Estate
Experience
Evolution Housing June 2006 - April 2009
Lennar December 2001 - May 2006
MacFarlane Partners March 2000 - November 2001
GE Capital Investment Advisors July 1998 - March 2000
RS Investments July 1997 - June 1998
Legacy Partners 1996 - 1997
Trammell Crow Residential 1996 - 1996
Trinity Management Services, Inc 1989 - 1995
Skills
Due Diligence, Mergers & Acquisitions, Valuation, Financial Analysis, Finance, Budgets, Start-ups, Acquisitions, Business Planning, Management, Forecasting, Cash Flow, Project Planning, Real Estate Development, Real Estate Economics, Distressed Assets /..., Environmental /..., Property Management, Portfolio Management, Real Estate Transactions, Information Systems, Database Administration, Asset Management, Market Research, Appraisals, Public Finance, Real Estate Contracts, Deal Structures (JVs &..., Adapative Reuse, Mixed-use
Education
Golden Gate University 1991 — 1994
BS, Finance
University of California, Berkeley 1989 — 1991
San Francisco University High School
Evolution Housing June 2006 - April 2009
Lennar December 2001 - May 2006
MacFarlane Partners March 2000 - November 2001
GE Capital Investment Advisors July 1998 - March 2000
RS Investments July 1997 - June 1998
Legacy Partners 1996 - 1997
Trammell Crow Residential 1996 - 1996
Trinity Management Services, Inc 1989 - 1995
Skills
Due Diligence, Mergers & Acquisitions, Valuation, Financial Analysis, Finance, Budgets, Start-ups, Acquisitions, Business Planning, Management, Forecasting, Cash Flow, Project Planning, Real Estate Development, Real Estate Economics, Distressed Assets /..., Environmental /..., Property Management, Portfolio Management, Real Estate Transactions, Information Systems, Database Administration, Asset Management, Market Research, Appraisals, Public Finance, Real Estate Contracts, Deal Structures (JVs &..., Adapative Reuse, Mixed-use
Education
Golden Gate University 1991 — 1994
BS, Finance
University of California, Berkeley 1989 — 1991
San Francisco University High School
Melinda Radish's MacFarlane Partners Experience December 2007 - September 2009
Job Accounting Manager at Crosspoint Realty Services, Inc.
Industry Commercial Real Estate
Experience
Crosspoint Realty Services, Inc. October 2013 - Present
Signature Homes April 2010 - October 2013
MacFarlane Partners December 2007 - September 2009
Marin IPA August 2005 - November 2007
Skills
Accounting, Financial Reporting, General Ledger, GAAP, Variance Analysis, Budgets, Account Reconciliation, Journal Entries, QuickBooks, Consolidation, Auditing, Cash Flow, US GAAP, Cost Accounting
Education
California State University-Chico 2000 — 2004
BS Business Administration, Finance and Accounting
University of Phoenix 2007 — 2009
MBA, Business Administration
Crosspoint Realty Services, Inc. October 2013 - Present
Signature Homes April 2010 - October 2013
MacFarlane Partners December 2007 - September 2009
Marin IPA August 2005 - November 2007
Skills
Accounting, Financial Reporting, General Ledger, GAAP, Variance Analysis, Budgets, Account Reconciliation, Journal Entries, QuickBooks, Consolidation, Auditing, Cash Flow, US GAAP, Cost Accounting
Education
California State University-Chico 2000 — 2004
BS Business Administration, Finance and Accounting
University of Phoenix 2007 — 2009
MBA, Business Administration
Alan Ping's MacFarlane Partners Experience December 2006 - October 2009
Job Sr Finance Manager at McKesson
Industry Pharmaceuticals
Experience
McKesson November 2009 - Present
MacFarlane Partners December 2006 - October 2009
FOUR SEASONS HOTEL September 2001 - August 2006
Skills
Forecasting, Hyperion Enterprise, Financial Reporting, Financial Analysis, Finance, Accounting, Management, Analysis, Auditing, Sarbanes-Oxley Act, Variance Analysis, Cash Flow
Education
University of California, Berkeley
Bachelor of Arts, Economics and Psychology
McKesson November 2009 - Present
MacFarlane Partners December 2006 - October 2009
FOUR SEASONS HOTEL September 2001 - August 2006
Skills
Forecasting, Hyperion Enterprise, Financial Reporting, Financial Analysis, Finance, Accounting, Management, Analysis, Auditing, Sarbanes-Oxley Act, Variance Analysis, Cash Flow
Education
University of California, Berkeley
Bachelor of Arts, Economics and Psychology
Thomas B. Hwang's MacFarlane Partners Experience January 2004 - December 2004
Job Senior Asset Manager at New York Life Real Estate Investors
Industry Commercial Real Estate
Experience
New York Life Real Estate Investors July 2014 - Present
IndCor Properties July 2012 - June 2014
WCV Commercial Properties January 2008 - June 2012
J.P. Morgan Asset Management January 2005 - December 2007
MacFarlane Partners January 2004 - December 2004
Prudential Real Estate Investors July 1994 - December 2003
Skills
Real Estate, Real Estate Investment, Real Estate Transactions, Real Estate Private..., Leasing, Real Estate Finance, Asset Management, Asset Disposition, Real Estate Development, Portfolio Management, Asset Managment, Real Estate Economics
Education
University of California, Berkeley 1987 — 1991
BA, Economics and History
New York Life Real Estate Investors July 2014 - Present
IndCor Properties July 2012 - June 2014
WCV Commercial Properties January 2008 - June 2012
J.P. Morgan Asset Management January 2005 - December 2007
MacFarlane Partners January 2004 - December 2004
Prudential Real Estate Investors July 1994 - December 2003
Skills
Real Estate, Real Estate Investment, Real Estate Transactions, Real Estate Private..., Leasing, Real Estate Finance, Asset Management, Asset Disposition, Real Estate Development, Portfolio Management, Asset Managment, Real Estate Economics
Education
University of California, Berkeley 1987 — 1991
BA, Economics and History
Shipra Bhalla's MacFarlane Partners Experience September 2011 - September 2013
Job Senior Financial Analyst FP&A at Safeway
Industry Retail
Experience
Safeway October 2013 - Present
MacFarlane Partners September 2011 - September 2013
The Clorox Company April 2010 - September 2011
The Clorox Company July 2007 - March 2010
Skills
Financial Planning &..., Forecasting, Variance Analysis, Accounting, Financial Reporting, Cross-functional Team..., Sarbanes-Oxley Act, Internal Controls, Financial Statements, SAP, Hyperion Enterprise, Cost Accounting, Financial Statement..., Budgets, Monthly Close Process, Treasury Management, US GAAP, SOX Compliancy, Internal Audit, Process Improvement, Account Reconciliation, Consolidated Financial..., Microsoft Excel, PowerPoint, Microsoft Word, Yardi Voyager, Financial Analysis
Education
Saint Mary's College of California 2011 — 2014
Master of Business Administration (MBA), Concentration: Marketing
Saint Mary's College of California 2003 — 2007
Bachelor of Science (BS), Business Administration, Honors Concentration: Finance, Minor: Economics
Northgate High School 2000 — 2003
Safeway October 2013 - Present
MacFarlane Partners September 2011 - September 2013
The Clorox Company April 2010 - September 2011
The Clorox Company July 2007 - March 2010
Skills
Financial Planning &..., Forecasting, Variance Analysis, Accounting, Financial Reporting, Cross-functional Team..., Sarbanes-Oxley Act, Internal Controls, Financial Statements, SAP, Hyperion Enterprise, Cost Accounting, Financial Statement..., Budgets, Monthly Close Process, Treasury Management, US GAAP, SOX Compliancy, Internal Audit, Process Improvement, Account Reconciliation, Consolidated Financial..., Microsoft Excel, PowerPoint, Microsoft Word, Yardi Voyager, Financial Analysis
Education
Saint Mary's College of California 2011 — 2014
Master of Business Administration (MBA), Concentration: Marketing
Saint Mary's College of California 2003 — 2007
Bachelor of Science (BS), Business Administration, Honors Concentration: Finance, Minor: Economics
Northgate High School 2000 — 2003
Brent Reid's MacFarlane Partners Experience 2006 - 2008
Job Managing Partner at Mile Rock Capital
Industry Real Estate
Experience
Mile Rock Capital 2008 - Present
MacFarlane Partners 2006 - 2008
Quad-C Management, Inc. 2001 - 2004
Lehman Brothers 1999 - 2001
Education
University of Pennsylvania - The Wharton School 2004 — 2006
Master of Business Administration (MBA), Real Estate
University of Colorado Boulder
Finance
Mile Rock Capital 2008 - Present
MacFarlane Partners 2006 - 2008
Quad-C Management, Inc. 2001 - 2004
Lehman Brothers 1999 - 2001
Education
University of Pennsylvania - The Wharton School 2004 — 2006
Master of Business Administration (MBA), Real Estate
University of Colorado Boulder
Finance