Meridian Investments
Industry: Company
DescriptionFounded: 1981 Subsidiary: Meridian Realty Investments, LLC
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Meridian Investments Employees
Employee
Years
Job
Industry
Matthew Engler Matthew Engler's Meridian Investments Experience January 2012 - September 2013
Job Director at Barclays
Industry Financial Services
Experience
Barclays January 2015 - Present
City Securities September 2013 - January 2015
Meridian Investments January 2012 - September 2013
Unum 2009 - January 2012
UBS July 2004 - June 2008
Industrial Economics 2000 - 2002
Nativity Preparatory School (Boston) 1998 - 2000
Skills
Due Diligence, Valuation, Investments, Financial Structuring, Finance, Affordable Housing, Business Strategy, Financial Modeling, Renewable Energy, LIHTC, Bonds, Financial Analysis, Real Estate Economics
Education
Yale University - Yale School of Management 2002 — 2004
M.B.A.
Tufts University 2001 — 2002
M.A., Economics
Bowdoin College 1994 — 1998
B.A., Physics
Roxbury Latin 1988 — 1994
Barclays January 2015 - Present
City Securities September 2013 - January 2015
Meridian Investments January 2012 - September 2013
Unum 2009 - January 2012
UBS July 2004 - June 2008
Industrial Economics 2000 - 2002
Nativity Preparatory School (Boston) 1998 - 2000
Skills
Due Diligence, Valuation, Investments, Financial Structuring, Finance, Affordable Housing, Business Strategy, Financial Modeling, Renewable Energy, LIHTC, Bonds, Financial Analysis, Real Estate Economics
Education
Yale University - Yale School of Management 2002 — 2004
M.B.A.
Tufts University 2001 — 2002
M.A., Economics
Bowdoin College 1994 — 1998
B.A., Physics
Roxbury Latin 1988 — 1994
![Adam Clewis [LION]](https://cdn.bearsofficialsstore.com/li/webp/110310439.webp)
Adam Clewis [LION] Adam Clewis [LION]'s Meridian Investments Experience January 2011 - April 2011
Job Human Capital Manager at Pandera Systems
Industry Information Technology and Services
Experience
Pandera Systems August 2013 - Present
SNI Companies March 2013 - August 2013
Trademark Recruiting July 2011 - March 2013
Meridian Investments January 2011 - April 2011
Skills
Recruiting, Cold Calling, Microsoft Technologies, Oracle SQL, .NET, Client Development, SQL, Information Technology, Networking, Microsoft SQL Server, SDLC, Business Development, Management, Onboarding, Technical Recruiting, Executive Search, Applicant Tracking..., Human Resources, Benefits Negotiation, Contract Recruitment, Permanent Placement, Sourcing, Screening Resumes, Temporary Placement, Talent Acquisition, Business Intelligence, Consulting, Internet Recruiting, Temporary Staffing, Staffing Services, College Recruiting, Staff Augmentation, Screening
Education
Florida State University 2008 — 2010
Bachelors, Management
Pandera Systems August 2013 - Present
SNI Companies March 2013 - August 2013
Trademark Recruiting July 2011 - March 2013
Meridian Investments January 2011 - April 2011
Skills
Recruiting, Cold Calling, Microsoft Technologies, Oracle SQL, .NET, Client Development, SQL, Information Technology, Networking, Microsoft SQL Server, SDLC, Business Development, Management, Onboarding, Technical Recruiting, Executive Search, Applicant Tracking..., Human Resources, Benefits Negotiation, Contract Recruitment, Permanent Placement, Sourcing, Screening Resumes, Temporary Placement, Talent Acquisition, Business Intelligence, Consulting, Internet Recruiting, Temporary Staffing, Staffing Services, College Recruiting, Staff Augmentation, Screening
Education
Florida State University 2008 — 2010
Bachelors, Management
Eddie Tantoco Eddie Tantoco's Meridian Investments Experience January 2002 - March 2004
Job Eddie Tantoco, CPA
Industry Investment Banking
Experience
Eddie Tantoco and Partners June 2012 - Present
Eddie Tantoco, CPA June 2012 - Present
Arizona District Export Council 2011 - Present
Starwood Hotels & Resorts Worldwide, Inc. May 2004 - May 2012
Meridian Investments January 2002 - March 2004
Marriott and Host Marriott Corporation March 1986 - January 2002
Skills
Leadership, Team Building, Accounting, Forecasting, Financial Reporting, Budgets, Internal Controls, Sarbanes-Oxley Act, Financial Analysis, Tax, Due Diligence, Auditing, GAAP, SEC filings, Managerial Finance, Mergers & Acquisitions, Corporate Tax, Financial Accounting, Tax Accounting, Financial Modeling, Corporate Finance, Six Sigma, Social Entrepreneurship, Management, US GAAP, Variance Analysis, Cash Flow, Finance, Income Statement, General Ledger, Executive Management, Cash Management, Financial Audits, Payroll, Consolidation, Restructuring, Internal Audit, Strategic Financial..., Valuation, Business Planning, Private Equity, Acquisition Integration, Acquisitions, Cost Accounting, Cash Flow Forecasting, CPA, Account Reconciliation, Asset Management, IFRS, Treasury Management
Education
American University
Masters In Tax Program
University of Maryland University College
B.S. Accounting
Eddie Tantoco and Partners June 2012 - Present
Eddie Tantoco, CPA June 2012 - Present
Arizona District Export Council 2011 - Present
Starwood Hotels & Resorts Worldwide, Inc. May 2004 - May 2012
Meridian Investments January 2002 - March 2004
Marriott and Host Marriott Corporation March 1986 - January 2002
Skills
Leadership, Team Building, Accounting, Forecasting, Financial Reporting, Budgets, Internal Controls, Sarbanes-Oxley Act, Financial Analysis, Tax, Due Diligence, Auditing, GAAP, SEC filings, Managerial Finance, Mergers & Acquisitions, Corporate Tax, Financial Accounting, Tax Accounting, Financial Modeling, Corporate Finance, Six Sigma, Social Entrepreneurship, Management, US GAAP, Variance Analysis, Cash Flow, Finance, Income Statement, General Ledger, Executive Management, Cash Management, Financial Audits, Payroll, Consolidation, Restructuring, Internal Audit, Strategic Financial..., Valuation, Business Planning, Private Equity, Acquisition Integration, Acquisitions, Cost Accounting, Cash Flow Forecasting, CPA, Account Reconciliation, Asset Management, IFRS, Treasury Management
Education
American University
Masters In Tax Program
University of Maryland University College
B.S. Accounting
Roman Brilman Roman Brilman's Meridian Investments Experience April 2007 - Present
Job
Industry Investment Banking
Experience
Meridian Investments April 2007 - Present
Boston Capital June 2005 - April 2007
Citizens Bank June 2002 - June 2005
Merrill Lynch June 2001 - June 2002
American Express Financial Advisors August 2000 - May 2001
Skills
Project Finance, Financial Modeling, Financial Structuring, LIHTC, Wind, Solar, Partnership Taxation, Affordable Housing..., Private Placements, Renewable Energy, Distributed Generation, Biomass, Syndications, Tax Advisory, Investment Advisory, Tax Credit Financing, Tax Credits, Affordable Housing, Section 42, Secondaries, Solar Energy, Asset Management, Due Diligence, Valuation, Real Estate Economics, Structured Finance, Investments, Private Equity, Acquisitions, Strategic Financial..., Alternative Investments, Financial Risk, Corporate Finance, Capital Markets, Venture Capital
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2007
MBA
State University of New York at Buffalo - School of Management 1996 — 2000
BS
Meridian Investments April 2007 - Present
Boston Capital June 2005 - April 2007
Citizens Bank June 2002 - June 2005
Merrill Lynch June 2001 - June 2002
American Express Financial Advisors August 2000 - May 2001
Skills
Project Finance, Financial Modeling, Financial Structuring, LIHTC, Wind, Solar, Partnership Taxation, Affordable Housing..., Private Placements, Renewable Energy, Distributed Generation, Biomass, Syndications, Tax Advisory, Investment Advisory, Tax Credit Financing, Tax Credits, Affordable Housing, Section 42, Secondaries, Solar Energy, Asset Management, Due Diligence, Valuation, Real Estate Economics, Structured Finance, Investments, Private Equity, Acquisitions, Strategic Financial..., Alternative Investments, Financial Risk, Corporate Finance, Capital Markets, Venture Capital
Education
Boston College - Wallace E. Carroll Graduate School of Management 2005 — 2007
MBA
State University of New York at Buffalo - School of Management 1996 — 2000
BS
Christine Frieze Christine Frieze's Meridian Investments Experience 1994 - 2008
Job Part Time CFO/Controller
Industry Accounting
Experience
Frieze Accounting Services 1988 - Present
Eco Power Solutions 2008 - 2013
Meridian Investments 1994 - 2008
EG&G 1987 - 1988
Morgan Stanley 1986 - 1987
International Paper Company 1983 - 1986
Skills
Energy, Start-ups, Business Strategy, Strategic Planning, Financial Audits, Working Capital..., Joint Ventures, Variance Analysis, Financial Reporting, Consolidation, Sarbanes-Oxley Act, Cash Flow Forecasting, Internal Controls, Cost Accounting, Cleantech, SEC filings, Renewable Energy, Cash Flow, Financial Modeling, Accounts Payable, Financial Analysis, Managerial Finance, Financial Accounting, Accounting, Accounts Receivable
Education
Boston College - Carroll School of Management
Accounting and Finance
Frieze Accounting Services 1988 - Present
Eco Power Solutions 2008 - 2013
Meridian Investments 1994 - 2008
EG&G 1987 - 1988
Morgan Stanley 1986 - 1987
International Paper Company 1983 - 1986
Skills
Energy, Start-ups, Business Strategy, Strategic Planning, Financial Audits, Working Capital..., Joint Ventures, Variance Analysis, Financial Reporting, Consolidation, Sarbanes-Oxley Act, Cash Flow Forecasting, Internal Controls, Cost Accounting, Cleantech, SEC filings, Renewable Energy, Cash Flow, Financial Modeling, Accounts Payable, Financial Analysis, Managerial Finance, Financial Accounting, Accounting, Accounts Receivable
Education
Boston College - Carroll School of Management
Accounting and Finance
Luke Jensen Luke Jensen's Meridian Investments Experience May 2007 - May 2008
Job RES Development, Inc.
Industry Real Estate
Experience
Friedrich Iowa Realty April 2014 - Present
RES Development, Inc. January 2013 - Present
Real Estate Service Group, Inc. March 2008 - Present
Meridian Investments May 2007 - May 2008
Midland Loan Services 2006 - 2006
Skills
Real Estate Investor, Real Estate, Real Estate Negotiating, Real Estate Development, Real Estate Economics, Investment Properties, Commercial Real Estate, Valuation, Investments, Asset Managment, Due Diligence, Brokerage, Corporate Real Estate, Financial Modeling, Property Management, Argus Modeling, Commercial Mortgages, Financial Analysis
Education
University of Northern Iowa 2002 — 2007
BS, Finance Real Estate
Friedrich Iowa Realty April 2014 - Present
RES Development, Inc. January 2013 - Present
Real Estate Service Group, Inc. March 2008 - Present
Meridian Investments May 2007 - May 2008
Midland Loan Services 2006 - 2006
Skills
Real Estate Investor, Real Estate, Real Estate Negotiating, Real Estate Development, Real Estate Economics, Investment Properties, Commercial Real Estate, Valuation, Investments, Asset Managment, Due Diligence, Brokerage, Corporate Real Estate, Financial Modeling, Property Management, Argus Modeling, Commercial Mortgages, Financial Analysis
Education
University of Northern Iowa 2002 — 2007
BS, Finance Real Estate
Bill Casey's Meridian Investments Experience September 2013 - Present
Job Institutional Sales Professional, Executive managing Fortune 500 strategic financial and tax credit product development
Industry Investment Banking
Experience
Meridian Investments September 2013 - Present
IDC 2010 - 2013
IDC January 2007 - April 2010
IDC 2009 - 2010
IDC January 2003 - January 2007
IDC March 2001 - January 2003
IDC October 1999 - March 2001
OhmTech 1998 - 1999
BC&W 1994 - 1998
PepsiCo 1985 - 1990
Skills
Market Research, Venture Capital, Competitive Intelligence, Strategy Development, Lead Generation, Data Analysis, Competitive Analysis, Market Analysis, Go-to-market Strategy, Segmentation, Product Marketing, Contract Negotiation, Market Intelligence, Strategic Partnerships, Marketing Strategy, Leadership, Cross Functional..., Strategy, Business Development, Strategic Selling, New Business Development, Strategic Negotiations, Outstanding..., E-commerce, Account Management, Management, Business Planning, Consulting, Analytics, Sales Operations, Selling, Product Development, Product Management, Marketing Research, Sales
Education
Babson College - Franklin W. Olin Graduate School of Business 1980 — 1985
Masters in Business Administration, Entrepreneurship & Marketing
Boston College 1975 — 1979
BA, Economics & Political Science
Meridian Investments September 2013 - Present
IDC 2010 - 2013
IDC January 2007 - April 2010
IDC 2009 - 2010
IDC January 2003 - January 2007
IDC March 2001 - January 2003
IDC October 1999 - March 2001
OhmTech 1998 - 1999
BC&W 1994 - 1998
PepsiCo 1985 - 1990
Skills
Market Research, Venture Capital, Competitive Intelligence, Strategy Development, Lead Generation, Data Analysis, Competitive Analysis, Market Analysis, Go-to-market Strategy, Segmentation, Product Marketing, Contract Negotiation, Market Intelligence, Strategic Partnerships, Marketing Strategy, Leadership, Cross Functional..., Strategy, Business Development, Strategic Selling, New Business Development, Strategic Negotiations, Outstanding..., E-commerce, Account Management, Management, Business Planning, Consulting, Analytics, Sales Operations, Selling, Product Development, Product Management, Marketing Research, Sales
Education
Babson College - Franklin W. Olin Graduate School of Business 1980 — 1985
Masters in Business Administration, Entrepreneurship & Marketing
Boston College 1975 — 1979
BA, Economics & Political Science
Jennifer Woronow Jennifer Woronow's Meridian Investments Experience September 2010 - April 2011
Job Grant Technical Assistant at Substance Abuse and Mental Health Services Administraton
Industry Government Administration
Experience
Substance Abuse and Mental Health Services Administration (DHHS/SAMHSA) April 2012 - Present
Defense Contract Audit Agency April 2011 - April 2012
Meridian Investments September 2010 - April 2011
Aaron Gallery September 2009 - March 2010
Artifice Inc. November 2007 - April 2009
Skills
Public Speaking, Data Collection, Data Analysis, Analysis, Research, Critical Thinking, International Security, Editing, Briefing, Report Writing, Presentations, General Correspondence, SharePoint, Analytical Reasoning, Time Management, Problem Solving, Social Sciences, Proofreading, Identifying Trends, Pattern Recognition, Process Simplification, Explaining, Note Taking, Cultural Diversity, Cultural Analysis, Cultural Awareness, Employee Training, Security Studies, Counterinsurgency, Counterterrorism, Scholarly Research, SOP development, Process Improvement
Education
Trinity Washington University 2012 — 2014
Master's Degree, International Security Studies
Rhode Island School of Design 2002 — 2006
Bachelor of Fine Arts (BFA), Illustration
Substance Abuse and Mental Health Services Administration (DHHS/SAMHSA) April 2012 - Present
Defense Contract Audit Agency April 2011 - April 2012
Meridian Investments September 2010 - April 2011
Aaron Gallery September 2009 - March 2010
Artifice Inc. November 2007 - April 2009
Skills
Public Speaking, Data Collection, Data Analysis, Analysis, Research, Critical Thinking, International Security, Editing, Briefing, Report Writing, Presentations, General Correspondence, SharePoint, Analytical Reasoning, Time Management, Problem Solving, Social Sciences, Proofreading, Identifying Trends, Pattern Recognition, Process Simplification, Explaining, Note Taking, Cultural Diversity, Cultural Analysis, Cultural Awareness, Employee Training, Security Studies, Counterinsurgency, Counterterrorism, Scholarly Research, SOP development, Process Improvement
Education
Trinity Washington University 2012 — 2014
Master's Degree, International Security Studies
Rhode Island School of Design 2002 — 2006
Bachelor of Fine Arts (BFA), Illustration
Jaime Marcus Jaime Marcus's Meridian Investments Experience 2007 - 2010
Job Director, Investor Relations at First Potomac Realty Trust
Industry Real Estate
Experience
First Potomac Realty Trust September 2011 - Present
Mooring Financial Corporation 2010 - 2011
Meridian Investments 2007 - 2010
Morgan Stanley 2005 - 2007
Skills
Investor Relations, Corporate Communications, Strategic Planning, Investments, Financial Analysis, Real Estate, Financial Modeling, Capital Markets, Corporate Finance, Marketing Strategy, Mergers & Acquisitions, Due Diligence, Portfolio Management, Finance
Education
The George Washington University 2000 — 2004
Bachelor of Arts, History/Business Administration
First Potomac Realty Trust September 2011 - Present
Mooring Financial Corporation 2010 - 2011
Meridian Investments 2007 - 2010
Morgan Stanley 2005 - 2007
Skills
Investor Relations, Corporate Communications, Strategic Planning, Investments, Financial Analysis, Real Estate, Financial Modeling, Capital Markets, Corporate Finance, Marketing Strategy, Mergers & Acquisitions, Due Diligence, Portfolio Management, Finance
Education
The George Washington University 2000 — 2004
Bachelor of Arts, History/Business Administration
Cambria Smith's Meridian Investments Experience March 2007 - January 2013
Job CEO Transitions, RBG
Industry Insurance
Experience
Transitions RBG January 2011 - Present
Meridian Investments March 2007 - January 2013
School District of Hillsborough County August 2002 - June 2005
Skills
Insurance, Benefits, Small Business, Health, Customer Service, Employee Benefits, Health Insurance, Life Insurance, Team Building, Retirement, Medicare, Risk Management, Human Resources, Strategic Planning, Benefits Management, Customer Retention, Access, Underwriting, Sales, Brokers, Commercial Insurance, Business, Customer Satisfaction, Claim, Benefits Administration, Coaching, Leadership, Training, Account Management, Executive Management, Retirement Planning, Time Management, Call Centers, Workers Compensation, Seniors, Leadership Development, Health Care Reform, Employee Training, Referrals
Education
Florida State University 1997 — 1999
Bachelor, Child Development
Transitions RBG January 2011 - Present
Meridian Investments March 2007 - January 2013
School District of Hillsborough County August 2002 - June 2005
Skills
Insurance, Benefits, Small Business, Health, Customer Service, Employee Benefits, Health Insurance, Life Insurance, Team Building, Retirement, Medicare, Risk Management, Human Resources, Strategic Planning, Benefits Management, Customer Retention, Access, Underwriting, Sales, Brokers, Commercial Insurance, Business, Customer Satisfaction, Claim, Benefits Administration, Coaching, Leadership, Training, Account Management, Executive Management, Retirement Planning, Time Management, Call Centers, Workers Compensation, Seniors, Leadership Development, Health Care Reform, Employee Training, Referrals
Education
Florida State University 1997 — 1999
Bachelor, Child Development
Robert McMenimon Robert McMenimon's Meridian Investments Experience 2006 - 2010
Job Principal at CoEnergy America
Industry Venture Capital & Private Equity
Experience
Co-Energy America October 2013 - Present
Fore River Ventures 2010 - Present
Meridian Investments 2006 - 2010
Meridian Capital Partners 2004 - 2006
BankAtlantic Commercial Mortgage Capital 2003 - 2005
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2011
MBA, Entrepreneurship
Lehigh University - College of Business and Economics 1999 — 2003
BS, Marketing
Thayer Academy 1996 — 1999
Co-Energy America October 2013 - Present
Fore River Ventures 2010 - Present
Meridian Investments 2006 - 2010
Meridian Capital Partners 2004 - 2006
BankAtlantic Commercial Mortgage Capital 2003 - 2005
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2011
MBA, Entrepreneurship
Lehigh University - College of Business and Economics 1999 — 2003
BS, Marketing
Thayer Academy 1996 — 1999
Bridget Ireland's Meridian Investments Experience March 1998 - March 2000
Job Chief Compliance Officer Oppenheimer Funds Services, VP of Compliance at OppenheimerFunds, Inc
Industry Financial Services
Experience
OppenheimerFunds, Inc January 2004 - Present
INVESCO April 2000 - December 2003
Meridian Investments March 1998 - March 2000
US Securities and Exchange Commission June 1995 - March 1998
Skills
Mutual Funds, FINRA, Financial Services, Due Diligence, Investment Advisory, AML, Fixed Annuities, Risk Management, Fixed Income, Capital Markets, Asset Managment, Trading, Series 6, Portfolio Management, Series 7, Alternative Investments, Securities Regulation, Securities, Corporate Finance, 401k, Series 63, Program Management, Series 24, Management, Fund Accounting, Asset Management, Investments, Relationship Management, Equities, Leadership, Finance, Analysis, Training, USA PATRIOT Act, Hedge Funds, Investment Management, Broker-Dealer, Separately Managed..., ERISA, Investment Company Act, SEC filings
Education
Regis University 1991 — 1995
OppenheimerFunds, Inc January 2004 - Present
INVESCO April 2000 - December 2003
Meridian Investments March 1998 - March 2000
US Securities and Exchange Commission June 1995 - March 1998
Skills
Mutual Funds, FINRA, Financial Services, Due Diligence, Investment Advisory, AML, Fixed Annuities, Risk Management, Fixed Income, Capital Markets, Asset Managment, Trading, Series 6, Portfolio Management, Series 7, Alternative Investments, Securities Regulation, Securities, Corporate Finance, 401k, Series 63, Program Management, Series 24, Management, Fund Accounting, Asset Management, Investments, Relationship Management, Equities, Leadership, Finance, Analysis, Training, USA PATRIOT Act, Hedge Funds, Investment Management, Broker-Dealer, Separately Managed..., ERISA, Investment Company Act, SEC filings
Education
Regis University 1991 — 1995
Beau Jones's Meridian Investments Experience January 1995 - January 2002
Job Multi Family Real Estate Acquisitions
Industry Real Estate
Experience
Just Multi Family September 2012 - Present
Meridian Investments January 1995 - January 2002
Skills
Real Estate, Real Estate Development, Real Estate Economics, Investment Properties, Investments, Disposition, Investors, REO, Short Sales, Apartments, Sellers, Single Family Homes, Real Property, Mergers & Acquisitions, Property, Real Estate Financing, Real Estate Investor, Real Estate Transactions, Acquisitions, Brokerage, Loans, Leases
Education
Tulane University - A.B. Freeman School of Business 1986 — 1990
The Governor's Academy 1983 — 1986
Just Multi Family September 2012 - Present
Meridian Investments January 1995 - January 2002
Skills
Real Estate, Real Estate Development, Real Estate Economics, Investment Properties, Investments, Disposition, Investors, REO, Short Sales, Apartments, Sellers, Single Family Homes, Real Property, Mergers & Acquisitions, Property, Real Estate Financing, Real Estate Investor, Real Estate Transactions, Acquisitions, Brokerage, Loans, Leases
Education
Tulane University - A.B. Freeman School of Business 1986 — 1990
The Governor's Academy 1983 — 1986
Brian Ricker's Meridian Investments Experience August 2003 - June 2005
Job Vice President at Citizens Capital Markets
Industry Capital Markets
Experience
Citizens Capital Markets March 2013 - Present
RBS Citizens Capital Markets December 2010 - February 2013
RBS Citizens, N.A. December 2009 - December 2010
NewStar Financial April 2007 - September 2009
Sovereign Bank June 2005 - April 2007
Meridian Investments August 2003 - June 2005
Skills
Banking, Bloomberg, Capital Markets, Credit, Equities, Financial Analysis, Financial Modeling, Fixed Income, Investment Banking, Investments, Leveraged Finance, Loans, Financial Risk, Credit Analysis, Private Equity, Syndications, Securities, Valuation
Education
Boston University Questrom School of Business 2009 — 2010
M.Sc. Investment Management (MSIM)
East Carolina University 1995 — 2000
Citizens Capital Markets March 2013 - Present
RBS Citizens Capital Markets December 2010 - February 2013
RBS Citizens, N.A. December 2009 - December 2010
NewStar Financial April 2007 - September 2009
Sovereign Bank June 2005 - April 2007
Meridian Investments August 2003 - June 2005
Skills
Banking, Bloomberg, Capital Markets, Credit, Equities, Financial Analysis, Financial Modeling, Fixed Income, Investment Banking, Investments, Leveraged Finance, Loans, Financial Risk, Credit Analysis, Private Equity, Syndications, Securities, Valuation
Education
Boston University Questrom School of Business 2009 — 2010
M.Sc. Investment Management (MSIM)
East Carolina University 1995 — 2000
Neil Bø's Meridian Investments Experience May 1997 - July 2006
Job Senior Vice President at America First Real Estate Group, LLC
Industry Commercial Real Estate
Experience
America First Real Estate Group, LLC September 2015 - Present
Pembrook Capital Management, LLC July 2006 - August 2015
Meridian Investments May 1997 - July 2006
Boston Financial June 1993 - May 1997
Skills
Investments, Real Estate Economics, Real Estate, Asset Management, Real Estate Financing, Affordable Housing, Due Diligence, Real Estate Development, LIHTC, Financial Analysis, Disposition, Finance, Commercial Real Estate, Structured Finance, Corporate Real Estate, Financial Structuring, Capital Markets, Venture Capital, Corporate Finance, Financial Modeling, Tax Credits, Private Equity, Investor Relations, Investment Banking, Investment Properties, Alternative Investments, Mezzanine, Loans, Funding, Private Placements, Capital, Institutional..., Investors
Education
Boston University Questrom School of Business 1992 — 1994
MBA, MBA/MS MIS
Florida Institute of Technology 1988 — 1991
BSBA, Business
America First Real Estate Group, LLC September 2015 - Present
Pembrook Capital Management, LLC July 2006 - August 2015
Meridian Investments May 1997 - July 2006
Boston Financial June 1993 - May 1997
Skills
Investments, Real Estate Economics, Real Estate, Asset Management, Real Estate Financing, Affordable Housing, Due Diligence, Real Estate Development, LIHTC, Financial Analysis, Disposition, Finance, Commercial Real Estate, Structured Finance, Corporate Real Estate, Financial Structuring, Capital Markets, Venture Capital, Corporate Finance, Financial Modeling, Tax Credits, Private Equity, Investor Relations, Investment Banking, Investment Properties, Alternative Investments, Mezzanine, Loans, Funding, Private Placements, Capital, Institutional..., Investors
Education
Boston University Questrom School of Business 1992 — 1994
MBA, MBA/MS MIS
Florida Institute of Technology 1988 — 1991
BSBA, Business
Jim Mulligan's Meridian Investments Experience 2007 - 2008
Job Vice President Realty Capital Securities
Industry Financial Services
Experience
Realty Capital Securities April 2008 - Present
Realty Capital Securities 2008 - 2010
Meridian Capital Group August 2007 - April 2008
Meridian Investments 2007 - 2008
Boston Capital December 2001 - June 2007
Scudder Investments 1999 - 2000
Skills
Series 7, Series 63, Mutual Funds, Investments, Asset Management, Securities, Alternative Investments, Equities, Asset Allocation, Wealth Management, Financial Services, Portfolio Management, Retirement Planning
Education
Emmanuel College 2004 — 2007
Bachelor of Science, Business Management
Bridgewater State University 1998 — 2000
Rockland High School 1993 — 1998
Bentley College
Realty Capital Securities April 2008 - Present
Realty Capital Securities 2008 - 2010
Meridian Capital Group August 2007 - April 2008
Meridian Investments 2007 - 2008
Boston Capital December 2001 - June 2007
Scudder Investments 1999 - 2000
Skills
Series 7, Series 63, Mutual Funds, Investments, Asset Management, Securities, Alternative Investments, Equities, Asset Allocation, Wealth Management, Financial Services, Portfolio Management, Retirement Planning
Education
Emmanuel College 2004 — 2007
Bachelor of Science, Business Management
Bridgewater State University 1998 — 2000
Rockland High School 1993 — 1998
Bentley College
Kevin N. Malick's Meridian Investments Experience 2005 - May 2010
Job Sales Executive | Client Relationship Manager
Industry Investment Management
Experience
Moors & Cabot May 2010 - 2014
Meridian Investments 2005 - May 2010
Atlas Van Lines 2002 - 2005
Skills
Investments, Affordable Housing, LIHTC, Investor Relations, Tax Credits, Community Development, Hold Series 7, Series 63, Institutional Sales, Institutional Relations, Investor Sales, Direct Sales, Sales Presentations, Project Management
Education
Lynn University 1996 — 2000
Business Administration and Management
Moors & Cabot May 2010 - 2014
Meridian Investments 2005 - May 2010
Atlas Van Lines 2002 - 2005
Skills
Investments, Affordable Housing, LIHTC, Investor Relations, Tax Credits, Community Development, Hold Series 7, Series 63, Institutional Sales, Institutional Relations, Investor Sales, Direct Sales, Sales Presentations, Project Management
Education
Lynn University 1996 — 2000
Business Administration and Management
Bill Leedy's Meridian Investments Experience December 2000 - February 2001
Job Principal at WG Leedy Consulting, LLC
Industry Oil & Energy
Experience
WG Leedy Consulting, LLC January 2009 - Present
Constellation Energy Group February 1986 - January 2009
Cielo Wind Power February 2002 - May 2003
Meridian Investments December 2000 - February 2001
Environmental Elements Corp August 1980 - February 1986
Skills
Mergers & Acquisitions, Business Development, Energy, Power Plants, Renewable Energy, Start-ups, Project Management, Strategy, Power Generation
Education
Loyola University Maryland 1976 — 1981
MBA, Management
Purdue University 1968 — 1972
BSEE
WG Leedy Consulting, LLC January 2009 - Present
Constellation Energy Group February 1986 - January 2009
Cielo Wind Power February 2002 - May 2003
Meridian Investments December 2000 - February 2001
Environmental Elements Corp August 1980 - February 1986
Skills
Mergers & Acquisitions, Business Development, Energy, Power Plants, Renewable Energy, Start-ups, Project Management, Strategy, Power Generation
Education
Loyola University Maryland 1976 — 1981
MBA, Management
Purdue University 1968 — 1972
BSEE
Craig Descalzi's Meridian Investments Experience February 2014 - Present
Job Chief Investment Officer at Meridian Investments
Industry Real Estate
Experience
Meridian Investments February 2014 - Present
Morrison Avenue Capital Partners March 2012 - Present
Carmel Highlands Fire Protection District December 2014 - Present
Make-A-Wish Foundation, Greater Bay Area July 2012 - Present
Make-A-Wish Foundation, Suncoast Region May 2011 - June 2012
Raymond James Financial 2008 - 2012
Raymond James Financial 2002 - 2008
Bovis Lend Lease 1998 - 2000
Great Lakes Dredge & Dock 1996 - 1998
Skills
Real Estate Acquisitions, Real Estate Investment..., Real Estate Finance, Real Estate Economics, Investment Properties, Acquisitions, Equities, Real Estate Transactions, Asset Managment, Due Diligence, Investments, Real Estate, Real Estate Development, Portfolio Management, Asset Management, Affordable Housing, Business Development, Finance, Strategy, Underwriting, Management, Budgets, Funding, Property, Investment Banking
Education
Duke University - The Fuqua School of Business 2000 — 2002
MBA
University of Notre Dame 1992 — 1996
Bachelor of Science, Environmental Engineering
Meridian Investments February 2014 - Present
Morrison Avenue Capital Partners March 2012 - Present
Carmel Highlands Fire Protection District December 2014 - Present
Make-A-Wish Foundation, Greater Bay Area July 2012 - Present
Make-A-Wish Foundation, Suncoast Region May 2011 - June 2012
Raymond James Financial 2008 - 2012
Raymond James Financial 2002 - 2008
Bovis Lend Lease 1998 - 2000
Great Lakes Dredge & Dock 1996 - 1998
Skills
Real Estate Acquisitions, Real Estate Investment..., Real Estate Finance, Real Estate Economics, Investment Properties, Acquisitions, Equities, Real Estate Transactions, Asset Managment, Due Diligence, Investments, Real Estate, Real Estate Development, Portfolio Management, Asset Management, Affordable Housing, Business Development, Finance, Strategy, Underwriting, Management, Budgets, Funding, Property, Investment Banking
Education
Duke University - The Fuqua School of Business 2000 — 2002
MBA
University of Notre Dame 1992 — 1996
Bachelor of Science, Environmental Engineering
Michael Torra's Meridian Investments Experience August 2010 - August 2011
Job Real Estate Sales Associate
Industry Financial Services
Experience
Coldwell Banker Residential Brokerage June 2015 - Present
Self-Employed January 2012 - January 2015
Meridian Investments August 2010 - August 2011
State Street Bank August 2008 - July 2010
State Street June 2006 - August 2008
Progress Software June 2005 - June 2006
Tanager Financial Services August 2002 - June 2005
Skills
Financial Analysis, Accounting, Investments, Risk Management, Financial Modeling, Banking, Analysis, Business Analysis, Real Estate Economics, Real Estate License, International Real..., Real Estate Transactions, Financial Services, Finance, Investment Advisory, Client Relations, Portfolio Management, Asset Management, Consulting, Real Estate Due..., Due Diligence, Account Management
Education
Bentley University 2002 — 2005
Bachelor's Degree, Accounting
Coldwell Banker Residential Brokerage June 2015 - Present
Self-Employed January 2012 - January 2015
Meridian Investments August 2010 - August 2011
State Street Bank August 2008 - July 2010
State Street June 2006 - August 2008
Progress Software June 2005 - June 2006
Tanager Financial Services August 2002 - June 2005
Skills
Financial Analysis, Accounting, Investments, Risk Management, Financial Modeling, Banking, Analysis, Business Analysis, Real Estate Economics, Real Estate License, International Real..., Real Estate Transactions, Financial Services, Finance, Investment Advisory, Client Relations, Portfolio Management, Asset Management, Consulting, Real Estate Due..., Due Diligence, Account Management
Education
Bentley University 2002 — 2005
Bachelor's Degree, Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY