Realty Capital Securities
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Realty Capital Securities Employees
Employee
Years
Job
Industry
Kevin Knight Kevin Knight's Realty Capital Securities Experience May 2015 - July 2015
Job Vice President of Capital Markets at Ascendant Capital, LLC.
Industry Financial Services
Experience
Ascendant Capital, LLC. September 2015 - Present
Realty Capital Securities May 2015 - July 2015
Behringer June 2013 - March 2015
Hartman Income REIT September 2012 - June 2013
American General Life Companies June 2010 - February 2012
Pacific Life May 2007 - June 2010
Tiaa-Cref June 2005 - May 2007
JPMorgan Chase March 2004 - May 2005
Bank of America June 2002 - March 2004
American Express Financial Advisors December 2000 - May 2002
Skills
Investments, Insurance, Fixed Annuities, Financial Advisory, Securities, Finance, Asset Management, Life Insurance, Series 7, Series 63, Customer Service, Retirement Planning, Uniform Combined State..., Term Life Insurance, Financial Analysis, Marketing, Investment Advisory, Risk Management, REIT, Health Insurance, Internal Audit, Alternative Investments, Whole Life, Universal Life, Series 66, Wholesaler, Internal & External, Investment Banking, General Insurance, Mutual Funds, Financial Planning, Management, Leadership, Wealth Management, Relationship Management
Education
The University of Texas at Austin 1997 — 2001
Bachelors, Economics / Business
Southern Methodist University 2005 — 2007
Certified Financial Planning, CFP Program
Universidad de Guanajuato 2000 — 2001
Spanish Courses, Spanish Language and Literature
Ascendant Capital, LLC. September 2015 - Present
Realty Capital Securities May 2015 - July 2015
Behringer June 2013 - March 2015
Hartman Income REIT September 2012 - June 2013
American General Life Companies June 2010 - February 2012
Pacific Life May 2007 - June 2010
Tiaa-Cref June 2005 - May 2007
JPMorgan Chase March 2004 - May 2005
Bank of America June 2002 - March 2004
American Express Financial Advisors December 2000 - May 2002
Skills
Investments, Insurance, Fixed Annuities, Financial Advisory, Securities, Finance, Asset Management, Life Insurance, Series 7, Series 63, Customer Service, Retirement Planning, Uniform Combined State..., Term Life Insurance, Financial Analysis, Marketing, Investment Advisory, Risk Management, REIT, Health Insurance, Internal Audit, Alternative Investments, Whole Life, Universal Life, Series 66, Wholesaler, Internal & External, Investment Banking, General Insurance, Mutual Funds, Financial Planning, Management, Leadership, Wealth Management, Relationship Management
Education
The University of Texas at Austin 1997 — 2001
Bachelors, Economics / Business
Southern Methodist University 2005 — 2007
Certified Financial Planning, CFP Program
Universidad de Guanajuato 2000 — 2001
Spanish Courses, Spanish Language and Literature
Kaiya Inglis Kaiya Inglis's Realty Capital Securities Experience January 2013 - June 2015
Job Accountant at LFP Restaurant Management
Industry Financial Services
Experience
LFP Restaurant Management June 2015 - Present
Realty Capital Securities January 2013 - June 2015
The Charles Machine Works, Inc. June 2013 - August 2014
BlackBook Music Group November 2012 - July 2013
Oklahoma City Zoo & Botanical Garden May 2010 - August 2011
Skills
Microsoft Dynamics ERP, Microsoft Dynamics GP, Microsoft Office, Microsoft Excel, SAP, French
Education
DePaul University 2011 — 2015
Bachelor's degree, Finance, General
Corvinus University of Budapest 2014 — 2014
Finance, General
LFP Restaurant Management June 2015 - Present
Realty Capital Securities January 2013 - June 2015
The Charles Machine Works, Inc. June 2013 - August 2014
BlackBook Music Group November 2012 - July 2013
Oklahoma City Zoo & Botanical Garden May 2010 - August 2011
Skills
Microsoft Dynamics ERP, Microsoft Dynamics GP, Microsoft Office, Microsoft Excel, SAP, French
Education
DePaul University 2011 — 2015
Bachelor's degree, Finance, General
Corvinus University of Budapest 2014 — 2014
Finance, General
Alex K. Woodlief's Realty Capital Securities Experience February 2014 - Present
Job Alternative Investments, Real Estate at Realty Capital Securities
Industry Real Estate
Experience
Realty Capital Securities February 2014 - Present
Education
Northeastern University 2006 — 2011
BS
Realty Capital Securities February 2014 - Present
Education
Northeastern University 2006 — 2011
BS
Mark Dillon's Realty Capital Securities Experience March 2010 - Present
Job
Industry
Experience
Realty Capital Securities March 2010 - Present
Skills
Sales, Series 7, Series 63, Securities, Alternative Investments, Financial Services, Investments, Finance, Asset Management
Education
Temple University - Fox School of Business and Management 1996 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General
Realty Capital Securities March 2010 - Present
Skills
Sales, Series 7, Series 63, Securities, Alternative Investments, Financial Services, Investments, Finance, Asset Management
Education
Temple University - Fox School of Business and Management 1996 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General
Richard Arnitz Richard Arnitz's Realty Capital Securities Experience January 2012 - Present
Job Executive Director at Realty Capital Securities
Industry Real Estate
Experience
Realty Capital Securities January 2012 - Present
Grubb & Ellis Capital Corporation January 2010 - February 2012
Skills
Alternative Investments, Investments, Asset Management, Series 7, Series 63, Mutual Funds, Securities, Asset Allocation, Portfolio Management, Series 24, Real Estate, Wealth Management, Financial Advisory, Asset Managment, FINRA, Financial Analysis, Investment Strategies, Due Diligence, Leadership, Retirement Planning, Financial Planning, Investment Management, Investment Advisory, Retirement, Strategic Financial..., Relationship Management
Education
Arizona State University
Bachelor of Science Degree in Corporate Finance
Realty Capital Securities January 2012 - Present
Grubb & Ellis Capital Corporation January 2010 - February 2012
Skills
Alternative Investments, Investments, Asset Management, Series 7, Series 63, Mutual Funds, Securities, Asset Allocation, Portfolio Management, Series 24, Real Estate, Wealth Management, Financial Advisory, Asset Managment, FINRA, Financial Analysis, Investment Strategies, Due Diligence, Leadership, Retirement Planning, Financial Planning, Investment Management, Investment Advisory, Retirement, Strategic Financial..., Relationship Management
Education
Arizona State University
Bachelor of Science Degree in Corporate Finance
Andrew Bowman Andrew Bowman's Realty Capital Securities Experience February 2014 - Present
Job Realty Capital Securities
Industry Financial Services
Experience
Realty Capital Securities February 2014 - Present
Business Development Corporation of America - BDCA March 2013 - May 2013
Texas Tech University Football Team January 2012 - January 2013
Skills
Time Management, Data Analysis, Financial Modeling, Research, Economics, Customer Service, Leadership, Securities, REIT, BDCs, Portfolio Management, Risk Management, Asset Management, Municipal Bonds, Options Strategies, Financial Risk, Suitability Analysis
Education
Texas Tech University 2009 — 2013
Bachelor of Science (BS), Economics
Westlake High School 2004 — 2008
Realty Capital Securities February 2014 - Present
Business Development Corporation of America - BDCA March 2013 - May 2013
Texas Tech University Football Team January 2012 - January 2013
Skills
Time Management, Data Analysis, Financial Modeling, Research, Economics, Customer Service, Leadership, Securities, REIT, BDCs, Portfolio Management, Risk Management, Asset Management, Municipal Bonds, Options Strategies, Financial Risk, Suitability Analysis
Education
Texas Tech University 2009 — 2013
Bachelor of Science (BS), Economics
Westlake High School 2004 — 2008
Jeff Noblin Jeff Noblin's Realty Capital Securities Experience November 2008 - Present
Job Wholesaler at Realty Capital Securities
Industry Financial Services
Experience
Realty Capital Securities November 2008 - Present
AmREIT December 2000 - November 2008
Dean Witter Reynolds Inc. April 1997 - December 2000
Skills
Series 7, Series 63, Series 24, Securities, Asset Managment, Mutual Funds, 401k, Investments, Retirement Planning
Education
Texas A&M University 1991 — 1993
MBA, Finance
Mississippi State University - College of Business and Industry 1987 — 1991
BBA, Marketing / Sociology
Realty Capital Securities November 2008 - Present
AmREIT December 2000 - November 2008
Dean Witter Reynolds Inc. April 1997 - December 2000
Skills
Series 7, Series 63, Series 24, Securities, Asset Managment, Mutual Funds, 401k, Investments, Retirement Planning
Education
Texas A&M University 1991 — 1993
MBA, Finance
Mississippi State University - College of Business and Industry 1987 — 1991
BBA, Marketing / Sociology
Ian McElreath Ian McElreath's Realty Capital Securities Experience June 2009 - Present
Job Regional Vice President at Realty Capital Securities
Industry Financial Services
Experience
Realty Capital Securities June 2009 - Present
KBS Capital Markets Group April 2007 - May 2009
Pacific Life September 2006 - April 2007
Pacific Life March 2004 - September 2006
Skills
Financial Markets, Financial Services, Business Development, Capital Raising, Sales Presentations, Sales, REIT, BDCs, Commercial Real Estate, Series 7, Series 63, Series 24, Investments, Mutual Funds, Alternative Investments
Education
University of San Diego 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General, 3.0
Realty Capital Securities June 2009 - Present
KBS Capital Markets Group April 2007 - May 2009
Pacific Life September 2006 - April 2007
Pacific Life March 2004 - September 2006
Skills
Financial Markets, Financial Services, Business Development, Capital Raising, Sales Presentations, Sales, REIT, BDCs, Commercial Real Estate, Series 7, Series 63, Series 24, Investments, Mutual Funds, Alternative Investments
Education
University of San Diego 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General, 3.0
Matt Beck Matt Beck's Realty Capital Securities Experience 2010 - 2010
Job Vice President, Financial Advisor Consultant at American Century Investments
Industry Financial Services
Experience
American Century Investments March 2011 - Present
Realty Capital Securities 2010 - 2010
Schwab Advisor Services 2000 - 2010
Greater Twin Cities United Way 1996 - 2000
AMERICAN Cast Iron Pipe Company 1993 - 1996
Carlson Marketing 1991 - 1993
Skills
Series 63, Series 7, Mutual Funds, Investment Strategies, Wealth Management, Alternative Investments, Investments, Portfolio Management, Equities, Asset Allocation, Asset Management, Series 24, Securities, Retirement Planning, Financial Planning, Financial Markets, Real Estate Investment, Investment Advisory, Risk Management, Estate Planning, Retirement, Strategic Planning, Fixed Income, Customer Relations, New Business Development, Bonds, Business Strategy, Sales Management, Capital Markets, Trading, Business Planning, Asset, Segmentation, Team Building, Separately Managed..., Fundraising, Consultative Selling, Financial Analysis, Selling, Customer Service, Financial Advisory, Financial Services, ETFs, Sales, Strategic Financial..., Investment Properties
Education
University of Minnesota - Carlson School of Business 1995 — 1996
Master of Business Administration (MBA)
St. Olaf College 1988 — 1991
Bachelor of Arts (B.A.) - Dual Majors, Political Science & American Studies
Lake Mary HS
American Century Investments March 2011 - Present
Realty Capital Securities 2010 - 2010
Schwab Advisor Services 2000 - 2010
Greater Twin Cities United Way 1996 - 2000
AMERICAN Cast Iron Pipe Company 1993 - 1996
Carlson Marketing 1991 - 1993
Skills
Series 63, Series 7, Mutual Funds, Investment Strategies, Wealth Management, Alternative Investments, Investments, Portfolio Management, Equities, Asset Allocation, Asset Management, Series 24, Securities, Retirement Planning, Financial Planning, Financial Markets, Real Estate Investment, Investment Advisory, Risk Management, Estate Planning, Retirement, Strategic Planning, Fixed Income, Customer Relations, New Business Development, Bonds, Business Strategy, Sales Management, Capital Markets, Trading, Business Planning, Asset, Segmentation, Team Building, Separately Managed..., Fundraising, Consultative Selling, Financial Analysis, Selling, Customer Service, Financial Advisory, Financial Services, ETFs, Sales, Strategic Financial..., Investment Properties
Education
University of Minnesota - Carlson School of Business 1995 — 1996
Master of Business Administration (MBA)
St. Olaf College 1988 — 1991
Bachelor of Arts (B.A.) - Dual Majors, Political Science & American Studies
Lake Mary HS
Brian Weatherly's Realty Capital Securities Experience May 2015 - Present
Job Regional Investment Consultant
Industry Financial Services
Experience
Realty Capital Securities May 2015 - Present
Realty Capital Securities August 2014 - Present
Fidelity Investments February 2014 - August 2014
Plum Creek Investment Services Inc. January 2012 - January 2014
Driftwood Builders Inc. May 2001 - January 2011
Skills
Retirement Planning, Investments, Series 7, Financial Services, Series 65, Wealth Management, IRAs, 401k, Series 63, Investment Strategies
Education
Metropolitan State College of Denver 2009 — 2011
Bachelor of Science, Finance
Colorado State University 2007 — 2008
DHCS 2001 — 2005
Realty Capital Securities May 2015 - Present
Realty Capital Securities August 2014 - Present
Fidelity Investments February 2014 - August 2014
Plum Creek Investment Services Inc. January 2012 - January 2014
Driftwood Builders Inc. May 2001 - January 2011
Skills
Retirement Planning, Investments, Series 7, Financial Services, Series 65, Wealth Management, IRAs, 401k, Series 63, Investment Strategies
Education
Metropolitan State College of Denver 2009 — 2011
Bachelor of Science, Finance
Colorado State University 2007 — 2008
DHCS 2001 — 2005
Mike Nemzek, CFP® Mike Nemzek, CFP®'s Realty Capital Securities Experience February 2015 - June 2015
Job Investment Product Specialist
Industry Financial Services
Experience
J.P. Morgan Securities, LLC July 2015 - Present
Realty Capital Securities February 2015 - June 2015
Strategic Capital Distributors/Realty Capital Securities May 2014 - January 2015
Wells Fargo Advisors September 2013 - May 2014
MetLife Investors February 2010 - September 2013
Wells Fargo May 2009 - February 2010
Skills
Certified Financial..., Series 7, Alternative Investments, Impact Investing, REIT, BDCs, Renewable Energy, Retirement Planning, Variable Annuities, Investments, Estate Planning, Wealth Management, Securities, Life Insurance, Insurance, Retirement, Asset Allocation, Series 63, 401k, Income Tax, Traditional IRA, Roth IRA, Qualified Retirement..., Series 6, Fixed Annuities, Portfolio Management
Education
University of California, Irvine 2004 — 2008
Bachelor of Arts (B.A.), Economics
J.P. Morgan Securities, LLC July 2015 - Present
Realty Capital Securities February 2015 - June 2015
Strategic Capital Distributors/Realty Capital Securities May 2014 - January 2015
Wells Fargo Advisors September 2013 - May 2014
MetLife Investors February 2010 - September 2013
Wells Fargo May 2009 - February 2010
Skills
Certified Financial..., Series 7, Alternative Investments, Impact Investing, REIT, BDCs, Renewable Energy, Retirement Planning, Variable Annuities, Investments, Estate Planning, Wealth Management, Securities, Life Insurance, Insurance, Retirement, Asset Allocation, Series 63, 401k, Income Tax, Traditional IRA, Roth IRA, Qualified Retirement..., Series 6, Fixed Annuities, Portfolio Management
Education
University of California, Irvine 2004 — 2008
Bachelor of Arts (B.A.), Economics
Yangzi Xu's Realty Capital Securities Experience April 2014 - September 2014
Job Staff Accountant at American Realty Capital
Industry Accounting
Experience
Realty Capital Securities April 2014 - September 2014
Drexel University January 2013 - March 2014
Deloitte July 2013 - August 2013
Skills
Mathematica, Statistics, Matlab, Mathematical Modeling, Tutoring, Actuarial Science, Fiance, Maple, Data Analysis, Calculus, University Teaching, Statistical Modeling, Numerical Analysis, Linear Algebra, Programming, Python, SAS programming, Differential Equations, Economics, Algebra, Image Processing
Education
Columbia University in the City of New York 2015 — 2016
Master of Science (M.S.), Actuarial Science
Drexel University 2011 — 2015
Bachelor of Science (BS), Mathematics, Finance, Accounting
Realty Capital Securities April 2014 - September 2014
Drexel University January 2013 - March 2014
Deloitte July 2013 - August 2013
Skills
Mathematica, Statistics, Matlab, Mathematical Modeling, Tutoring, Actuarial Science, Fiance, Maple, Data Analysis, Calculus, University Teaching, Statistical Modeling, Numerical Analysis, Linear Algebra, Programming, Python, SAS programming, Differential Equations, Economics, Algebra, Image Processing
Education
Columbia University in the City of New York 2015 — 2016
Master of Science (M.S.), Actuarial Science
Drexel University 2011 — 2015
Bachelor of Science (BS), Mathematics, Finance, Accounting
Josef Yehia Josef Yehia's Realty Capital Securities Experience March 2015 - Present
Job Senior Internal Wholesaler at Realty Capital Securities
Industry Wholesale
Experience
Realty Capital Securities March 2015 - Present
Behringer February 2013 - March 2015
Bank of Texas March 2012 - February 2013
Northwestern Mutual May 2011 - March 2012
LSQ Funding Group May 2010 - August 2010
Skills
Microsoft Office, Sales, Banking, Microsoft Excel, Finance, Financial Analysis, Financial Services, Alternative Investments, Series 7, Series 63, Phone Skills, Insurance Planning, Credit, Leadership, Customer Service, PowerPoint, Portfolio Management, Microsoft Word, Retirement Planning, Loans, Life Insurance, Fixed Annuities, Marketing, Wholesale, Licensed Life & Health...
Education
Montreat College 2007 — 2011
Bachelor of Science In Business Administration, Marketing
Realty Capital Securities March 2015 - Present
Behringer February 2013 - March 2015
Bank of Texas March 2012 - February 2013
Northwestern Mutual May 2011 - March 2012
LSQ Funding Group May 2010 - August 2010
Skills
Microsoft Office, Sales, Banking, Microsoft Excel, Finance, Financial Analysis, Financial Services, Alternative Investments, Series 7, Series 63, Phone Skills, Insurance Planning, Credit, Leadership, Customer Service, PowerPoint, Portfolio Management, Microsoft Word, Retirement Planning, Loans, Life Insurance, Fixed Annuities, Marketing, Wholesale, Licensed Life & Health...
Education
Montreat College 2007 — 2011
Bachelor of Science In Business Administration, Marketing
M Hannan's Realty Capital Securities Experience June 2013 - Present
Job Assistant Vice President at Realty Capital Securities
Industry Financial Services
Experience
Realty Capital Securities June 2013 - Present
Fidelis Diagnostics April 2009 - May 2013
Hannan Care, LLC October 2006 - April 2009
Striker Petroleum, LLC November 2005 - October 2006
Skills
Sales Management, Project Management, Pharmaceutical Sales, Sales, Healthcare, Leadership, Team Building, Product Management, Strategic Planning, New Business Development, Management, Business Development, Account Management, Sales Operations, Strategic Partnerships, Strategy
Education
Southern Methodist University 2000 — 2004
Bachelor of Arts (B.A.), Advertising/Marketing
Realty Capital Securities June 2013 - Present
Fidelis Diagnostics April 2009 - May 2013
Hannan Care, LLC October 2006 - April 2009
Striker Petroleum, LLC November 2005 - October 2006
Skills
Sales Management, Project Management, Pharmaceutical Sales, Sales, Healthcare, Leadership, Team Building, Product Management, Strategic Planning, New Business Development, Management, Business Development, Account Management, Sales Operations, Strategic Partnerships, Strategy
Education
Southern Methodist University 2000 — 2004
Bachelor of Arts (B.A.), Advertising/Marketing
Ace Kuklin's Realty Capital Securities Experience July 2013 - Present
Job Wholesaler
Industry Financial Services
Experience
Realty Capital Securities July 2013 - Present
LabDraw 2008 - Present
Skills
Microsoft Office, Molecular Biology, Microsoft Excel, Technical Writing, Cell Culture, Statistics, Healthcare, Microsoft Word, Research, Matlab, Data Analysis, SPSS, Teaching, Higher Education, Grant Writing, PCR, HPLC, Fluorescence Microscopy, Confocal Microscopy, Microscopy, Series 7, Series 63
Education
Temple University 2009 — 2013
Bachelors of Science, Biology, Molecular Biology
Temple University 2008 — 2013
Bachelor's degree, Biology, General
Realty Capital Securities July 2013 - Present
LabDraw 2008 - Present
Skills
Microsoft Office, Molecular Biology, Microsoft Excel, Technical Writing, Cell Culture, Statistics, Healthcare, Microsoft Word, Research, Matlab, Data Analysis, SPSS, Teaching, Higher Education, Grant Writing, PCR, HPLC, Fluorescence Microscopy, Confocal Microscopy, Microscopy, Series 7, Series 63
Education
Temple University 2009 — 2013
Bachelors of Science, Biology, Molecular Biology
Temple University 2008 — 2013
Bachelor's degree, Biology, General
Eric Ovesen's Realty Capital Securities Experience November 2013 - Present
Job Internal Wholesaler at Realty Capital Securities
Industry Financial Services
Experience
Realty Capital Securities November 2013 - Present
Poirier Appliance Sales & Service May 2010 - November 2013
Commonwealth Landscaping May 2009 - March 2010
Ovesen Real Estate May 2004 - October 2009
Skills
Series 7, Series 63, Customer Service, Sales, Marketing, Advertising, Social Media Marketing, Marketing Strategy, Online Marketing, Property Management, Graphic Design, Direct Sales, Negotiation, Microsoft Office, Retail, Merchandising, Securities, Management, Sales Management
Education
Plymouth State University 1999 — 2004
Bachelor of Arts (B.A.), Graphic Design
Catholic Memorial High School
Realty Capital Securities November 2013 - Present
Poirier Appliance Sales & Service May 2010 - November 2013
Commonwealth Landscaping May 2009 - March 2010
Ovesen Real Estate May 2004 - October 2009
Skills
Series 7, Series 63, Customer Service, Sales, Marketing, Advertising, Social Media Marketing, Marketing Strategy, Online Marketing, Property Management, Graphic Design, Direct Sales, Negotiation, Microsoft Office, Retail, Merchandising, Securities, Management, Sales Management
Education
Plymouth State University 1999 — 2004
Bachelor of Arts (B.A.), Graphic Design
Catholic Memorial High School
Dan O Coates's Realty Capital Securities Experience March 2013 - Present
Job Regional Vice President at Realty Capital Securities
Industry Financial Services
Experience
Realty Capital Securities March 2013 - Present
Coates Blackman Financial Services July 2005 - February 2013
Capstone Tax Advisory Group May 2003 - July 2005
Wood Logan Associates / Manulife August 1995 - May 2003
Skills
Financial Services, Annuity Sales, Alternative Investment..., Mutual Funds, Investments, Asset Allocation, Retirement Planning, Wealth Management, Wealth Accumulation..., Investment Strategies, Wholesaler, Retail, Investment Wholesaling, Regional Vice President, Senior Vice President, Insurance, Alternative Investments, Life Insurance, Finance, Series 63, Series 7, Series 6, Financial Planning
Education
Tarleton State University 1992 — 1995
Bachelor of Science (B.S.), Speech Communication
Realty Capital Securities March 2013 - Present
Coates Blackman Financial Services July 2005 - February 2013
Capstone Tax Advisory Group May 2003 - July 2005
Wood Logan Associates / Manulife August 1995 - May 2003
Skills
Financial Services, Annuity Sales, Alternative Investment..., Mutual Funds, Investments, Asset Allocation, Retirement Planning, Wealth Management, Wealth Accumulation..., Investment Strategies, Wholesaler, Retail, Investment Wholesaling, Regional Vice President, Senior Vice President, Insurance, Alternative Investments, Life Insurance, Finance, Series 63, Series 7, Series 6, Financial Planning
Education
Tarleton State University 1992 — 1995
Bachelor of Science (B.S.), Speech Communication
Benjamin Blum's Realty Capital Securities Experience August 2012 - December 2012
Job Paralegal at American Realty Capital
Industry Law Practice
Experience
American Realty Capital September 2014 - Present
Ladenburg Thalmann January 2014 - July 2014
EVINS May 2013 - October 2013
Realty Capital Securities August 2012 - December 2012
Lazard Capital Markets May 2011 - August 2011
Harrington, Ocko & Monk Law Firm May 2010 - August 2010
Hickory and Tweed March 2004 - December 2008
Skills
Sales, Microsoft Excel, PowerPoint, Investments, Microsoft Office, Microsoft Word, Research, Marketing, Social Networking, Finance, Social Media, Facebook, Social Media Marketing, Commercial Real Estate
Education
Tulane University 2008 — 2012
Bachelor of Arts (B.A.), Political Science and Government
NYU School of Continuing and Professional Studies 2013 — 2013
Marketing Certificate
American Realty Capital September 2014 - Present
Ladenburg Thalmann January 2014 - July 2014
EVINS May 2013 - October 2013
Realty Capital Securities August 2012 - December 2012
Lazard Capital Markets May 2011 - August 2011
Harrington, Ocko & Monk Law Firm May 2010 - August 2010
Hickory and Tweed March 2004 - December 2008
Skills
Sales, Microsoft Excel, PowerPoint, Investments, Microsoft Office, Microsoft Word, Research, Marketing, Social Networking, Finance, Social Media, Facebook, Social Media Marketing, Commercial Real Estate
Education
Tulane University 2008 — 2012
Bachelor of Arts (B.A.), Political Science and Government
NYU School of Continuing and Professional Studies 2013 — 2013
Marketing Certificate
Jason Hoover's Realty Capital Securities Experience June 2013 - Present
Job Internal Wholesaler at Realty Capital Securities
Industry Financial Services
Experience
Realty Capital Securities June 2013 - Present
Ivy Funds May 2012 - January 2013
Northwestern Mutual May 2011 - December 2011
Skills
Mutual Funds, Investments, Series 7, Portfolio Management, Series 63
Education
Kansas State University 2009 — 2013
Bachelor's degree, Economics
Realty Capital Securities June 2013 - Present
Ivy Funds May 2012 - January 2013
Northwestern Mutual May 2011 - December 2011
Skills
Mutual Funds, Investments, Series 7, Portfolio Management, Series 63
Education
Kansas State University 2009 — 2013
Bachelor's degree, Economics
Daniel Haskins's Realty Capital Securities Experience March 2015 - Present
Job Internal Business Development
Industry Financial Services
Experience
Realty Capital Securities March 2015 - Present
John Hancock Investments September 2011 - March 2015
Morgan Stanley Smith Barney October 2010 - September 2011
State Street June 2008 - September 2010
Skills
Investments, Mutual Funds, Retirement Planning, Asset Allocation, Securities, Fixed Income, Equities, Financial Services, Alternative Investments, Wealth Management, Portfolio Management, Asset Management, Series 7, Sales, Investment Management, Investment Strategies, Financial Advisory, Retirement
Education
Framingham State University 2002 — 2006
Realty Capital Securities March 2015 - Present
John Hancock Investments September 2011 - March 2015
Morgan Stanley Smith Barney October 2010 - September 2011
State Street June 2008 - September 2010
Skills
Investments, Mutual Funds, Retirement Planning, Asset Allocation, Securities, Fixed Income, Equities, Financial Services, Alternative Investments, Wealth Management, Portfolio Management, Asset Management, Series 7, Sales, Investment Management, Investment Strategies, Financial Advisory, Retirement
Education
Framingham State University 2002 — 2006
Leonard Williamson's Realty Capital Securities Experience April 2015 - Present
Job RCS
Industry Financial Services
Experience
Realty Capital Securities April 2015 - Present
ICS Integrated Card Services March 2009 - December 2011
Skills
I can handle all of...
Education
Loyola Marymount University 2005 — 2008
Realty Capital Securities April 2015 - Present
ICS Integrated Card Services March 2009 - December 2011
Skills
I can handle all of...
Education
Loyola Marymount University 2005 — 2008
Luba Krym, CPA Luba Krym, CPA's Realty Capital Securities Experience January 2015 - Present
Job Product Manager at Realty Capital Securities
Industry Financial Services
Experience
Realty Capital Securities January 2015 - Present
Realty Capital Securities January 2012 - Present
ICON Securities July 2011 - December 2011
ICON Capital Corp. May 2010 - July 2011
Cantor Fitzgerald October 2009 - April 2010
PricewaterhouseCoopers August 2006 - September 2009
Skills
Financial Analysis, Alternative Investments, Strategic Financial..., Financial Modeling, Due Diligence, Securities, Investments, Mutual Funds, Series 7, SEC filings, Asset Management, GAAP, Financial Reporting, Hedge Funds, Accounting
Education
Oakland University 2002 — 2006
BS, Accounting
Realty Capital Securities January 2015 - Present
Realty Capital Securities January 2012 - Present
ICON Securities July 2011 - December 2011
ICON Capital Corp. May 2010 - July 2011
Cantor Fitzgerald October 2009 - April 2010
PricewaterhouseCoopers August 2006 - September 2009
Skills
Financial Analysis, Alternative Investments, Strategic Financial..., Financial Modeling, Due Diligence, Securities, Investments, Mutual Funds, Series 7, SEC filings, Asset Management, GAAP, Financial Reporting, Hedge Funds, Accounting
Education
Oakland University 2002 — 2006
BS, Accounting
Steven E. Reed Steven E. Reed's Realty Capital Securities Experience 2013 - 2014
Job Exploring Opportunities
Industry Financial Services
Experience
Exploring Opportunities September 2015 - Present
United Realty Advisors, LP 2014 - 2015
MVP REIT, MVP Realty Advisors,LLC, MVP American Securities,LLC May 2014 - July 2014
Realty Capital Securities 2013 - 2014
NorthStar Realty Securities, LLC February 2010 - August 2013
Dividend Capital 2003 - 2010
DWS Investments 1995 - 2003
Crowell, Weedon & Co. 1987 - 1994
Merrill Lynch 1984 - 1986
Skills
Series 63, Series 7, Mutual Funds, Investments, Wealth Management, Asset Allocation, Series 24, Retirement Planning, Investment Advisory, Fixed Annuities, Retirement, Variable Annuities, Estate Planning, Strategic Financial..., Series 65, Series 53, Securities, ETFs, Financial Planning, FINRA, Alternative Investments
Education
University of Southern California 1982 — 1983
Systems Management
Embry-Riddle Aeronautical University 1977 — 1981
Bachelor of Science (BS), Aeronautical Science/ Management
Exploring Opportunities September 2015 - Present
United Realty Advisors, LP 2014 - 2015
MVP REIT, MVP Realty Advisors,LLC, MVP American Securities,LLC May 2014 - July 2014
Realty Capital Securities 2013 - 2014
NorthStar Realty Securities, LLC February 2010 - August 2013
Dividend Capital 2003 - 2010
DWS Investments 1995 - 2003
Crowell, Weedon & Co. 1987 - 1994
Merrill Lynch 1984 - 1986
Skills
Series 63, Series 7, Mutual Funds, Investments, Wealth Management, Asset Allocation, Series 24, Retirement Planning, Investment Advisory, Fixed Annuities, Retirement, Variable Annuities, Estate Planning, Strategic Financial..., Series 65, Series 53, Securities, ETFs, Financial Planning, FINRA, Alternative Investments
Education
University of Southern California 1982 — 1983
Systems Management
Embry-Riddle Aeronautical University 1977 — 1981
Bachelor of Science (BS), Aeronautical Science/ Management
Emily Paup Emily Paup's Realty Capital Securities Experience September 2014 - Present
Job Internal Wholesaler at Realty Capital Securities
Industry Financial Services
Experience
Realty Capital Securities September 2014 - Present
BreedAbove July 2013 - July 2014
University of Michigan November 2012 - May 2013
FIS - Fidelity Information Services May 2010 - May 2013
ProWorld Belize August 2012 - September 2012
Skills
Series 7, Series 63, Microsoft Office, SPSS, SharePoint, Microsoft Word, SDLC, Visio, Microsoft Excel, PowerPoint, Project Management, Software Documentation, Training, Healthcare, WordPress, Management, Public Speaking
Education
University of Michigan 2010 — 2013
Bachelor of Science (B.S.), Biopsychology, Cognition and Neuroscience
Washtenaw Community College 2012 — 2012
Certified Nurse Aide
Michigan State University 2009 — 2010
Psychology
Realty Capital Securities September 2014 - Present
BreedAbove July 2013 - July 2014
University of Michigan November 2012 - May 2013
FIS - Fidelity Information Services May 2010 - May 2013
ProWorld Belize August 2012 - September 2012
Skills
Series 7, Series 63, Microsoft Office, SPSS, SharePoint, Microsoft Word, SDLC, Visio, Microsoft Excel, PowerPoint, Project Management, Software Documentation, Training, Healthcare, WordPress, Management, Public Speaking
Education
University of Michigan 2010 — 2013
Bachelor of Science (B.S.), Biopsychology, Cognition and Neuroscience
Washtenaw Community College 2012 — 2012
Certified Nurse Aide
Michigan State University 2009 — 2010
Psychology
Charlie Giorlando's Realty Capital Securities Experience May 2015 - Present
Job Deputy Chief Compliance Officer at Realty Capital Securities, LLC
Industry Investment Management
Experience
Realty Capital Securities May 2015 - Present
Santander Bank, N.A. January 2015 - April 2015
Columbia Management April 2007 - January 2015
Fidelity Investments January 2006 - March 2007
Fidelity Investments November 2004 - January 2006
Fidelity Investments June 2002 - November 2004
Skills
Series 7, FINRA, Due Diligence, Research, Governance, Risk Management, Anti Money Laundering, Mutual Funds, Asset Management, Securities, Financial Services, Financial Risk
Education
State University of New York College at Oswego
Bachelor of Arts (B.A.), Public Justice & Psychology
Realty Capital Securities May 2015 - Present
Santander Bank, N.A. January 2015 - April 2015
Columbia Management April 2007 - January 2015
Fidelity Investments January 2006 - March 2007
Fidelity Investments November 2004 - January 2006
Fidelity Investments June 2002 - November 2004
Skills
Series 7, FINRA, Due Diligence, Research, Governance, Risk Management, Anti Money Laundering, Mutual Funds, Asset Management, Securities, Financial Services, Financial Risk
Education
State University of New York College at Oswego
Bachelor of Arts (B.A.), Public Justice & Psychology
Michael Shuckerow's Realty Capital Securities Experience October 2014 - Present
Job Chief Compliance Officer Realty Capital Securities, LLC
Industry Capital Markets
Experience
Realty Capital Securities October 2014 - Present
Columbia Threadneedle Investments, US April 2008 - October 2014
Bank of America April 2008 - April 2010
Citi May 2005 - April 2008
UBS April 2000 - May 2005
UBS PaineWebber April 2000 - May 2005
New York Life Insurance Company 1998 - 2000
Connecticut Superior Court January 1997 - June 1997
Skills
Securities Regulation, Investments, Equities, AML, Securities, Financial Services, Hedge Funds, Asset Management, Mutual Funds, FINRA, Investment Management, Alternative Investments, Litigation, Corporate Law, Financial Risk, Corporate Governance, Financial Regulation, SEC, Due Diligence, Risk Management, International Compliance, Institutional..., Series 7, Derivatives, Series 24, Regulatory Affairs, Broker-Dealer, Institutional Investors, Securities Law, ERISA, UCITS, Private Placements, Product Development, Distribution Compliance, Wealth Management..., FCPA, Social Media Compliance, Cross Border, Government Markets, eComm/InfoSec, Pay to Play Rules, CFTC/NFA Compliance, FinCEN OFAC, SAS70, SSAE 16, JOBS Act (Jumpstarting..., Capital Markets
Education
St. John's University School of Law 1996 — 1998
Juris Doctor, Law
Northeastern University
BS, Pre-Law, CJ & Political Science
Realty Capital Securities October 2014 - Present
Columbia Threadneedle Investments, US April 2008 - October 2014
Bank of America April 2008 - April 2010
Citi May 2005 - April 2008
UBS April 2000 - May 2005
UBS PaineWebber April 2000 - May 2005
New York Life Insurance Company 1998 - 2000
Connecticut Superior Court January 1997 - June 1997
Skills
Securities Regulation, Investments, Equities, AML, Securities, Financial Services, Hedge Funds, Asset Management, Mutual Funds, FINRA, Investment Management, Alternative Investments, Litigation, Corporate Law, Financial Risk, Corporate Governance, Financial Regulation, SEC, Due Diligence, Risk Management, International Compliance, Institutional..., Series 7, Derivatives, Series 24, Regulatory Affairs, Broker-Dealer, Institutional Investors, Securities Law, ERISA, UCITS, Private Placements, Product Development, Distribution Compliance, Wealth Management..., FCPA, Social Media Compliance, Cross Border, Government Markets, eComm/InfoSec, Pay to Play Rules, CFTC/NFA Compliance, FinCEN OFAC, SAS70, SSAE 16, JOBS Act (Jumpstarting..., Capital Markets
Education
St. John's University School of Law 1996 — 1998
Juris Doctor, Law
Northeastern University
BS, Pre-Law, CJ & Political Science
Eric Levine Eric Levine's Realty Capital Securities Experience October 2012 - September 2015
Job President at Cape Securities
Industry Financial Services
Experience
Cape Securities, Inc September 2015 - Present
Realty Capital Securities October 2012 - September 2015
LinkedFA August 2011 - October 2012
Investacorp, Inc. June 1998 - August 2011
Investacorp, Inc. 1998 - 2010
Skills
Alternative Investments, Business Development, Due Diligence, Employee Benefits, Investment Strategies, Investments, Leadership, Mutual Funds, New Business Development, Sales, Securities, Series 63, Series 7, Wealth Management
Education
Florida Atlantic University 2005 — 2006
CFP
Eastern Connecticut State University 1982 — 1986
Political Science, History
Cape Securities, Inc September 2015 - Present
Realty Capital Securities October 2012 - September 2015
LinkedFA August 2011 - October 2012
Investacorp, Inc. June 1998 - August 2011
Investacorp, Inc. 1998 - 2010
Skills
Alternative Investments, Business Development, Due Diligence, Employee Benefits, Investment Strategies, Investments, Leadership, Mutual Funds, New Business Development, Sales, Securities, Series 63, Series 7, Wealth Management
Education
Florida Atlantic University 2005 — 2006
CFP
Eastern Connecticut State University 1982 — 1986
Political Science, History
Christopher Yost Christopher Yost's Realty Capital Securities Experience June 2012 - Present
Job National Sales Executive, Toptier performer who drives aggressive growth in both retail and wholesale channels
Industry Financial Services
Experience
Realty Capital Securities June 2012 - Present
Hartford Life Distributors (Formerly Hartford-Planco) October 2008 - June 2012
HARTFORD/PLANCO FINANCIAL SERVICES January 2005 - September 2008
Hartford-PLANCO January 2000 - December 2004
Skills
Series 63, Fixed Annuities, Retirement Planning, Asset Allocation, Investment Advisory, Series 6, series 26, Series 7, Wealth Management, Sales, Variable Annuities, Sales Process, Marketing, FINRA, Retirement, Series 24, Series 65, 401k, Separately Managed...
Education
University of Pittsburgh 2001 — 2005
Bachelor of Arts, Business-Communications
Realty Capital Securities June 2012 - Present
Hartford Life Distributors (Formerly Hartford-Planco) October 2008 - June 2012
HARTFORD/PLANCO FINANCIAL SERVICES January 2005 - September 2008
Hartford-PLANCO January 2000 - December 2004
Skills
Series 63, Fixed Annuities, Retirement Planning, Asset Allocation, Investment Advisory, Series 6, series 26, Series 7, Wealth Management, Sales, Variable Annuities, Sales Process, Marketing, FINRA, Retirement, Series 24, Series 65, 401k, Separately Managed...
Education
University of Pittsburgh 2001 — 2005
Bachelor of Arts, Business-Communications
Joel Barlow, CFP Joel Barlow, CFP's Realty Capital Securities Experience October 2012 - Present
Job Vice President at Realty Capital Securities
Industry Financial Services
Experience
Realty Capital Securities October 2012 - Present
Realty Capital Securities October 2012 - Present
SunAmerica March 2011 - December 2012
RiverSource Annuities August 2010 - December 2010
PLANCO February 2002 - August 2010
Education
University of Alabama 1988 — 1992
B.S., Accounting
UMS Preparatory School
Realty Capital Securities October 2012 - Present
Realty Capital Securities October 2012 - Present
SunAmerica March 2011 - December 2012
RiverSource Annuities August 2010 - December 2010
PLANCO February 2002 - August 2010
Education
University of Alabama 1988 — 1992
B.S., Accounting
UMS Preparatory School
Gina Marie Larson Gina Marie Larson's Realty Capital Securities Experience April 2013 - October 2013
Job Registered Representative/ Vice President of Investments at REEF Securities. Inc
Industry Financial Services
Experience
Reef Securities, Inc. April 2015 - Present
Seeking New Opportunity September 2014 - April 2015
TIAA-CREF Financial Services February 2014 - September 2014
Realty Capital Securities April 2013 - October 2013
Management Search International. January 2012 - October 2012
Signature Planning, Inc. September 1997 - August 2011
Berthel Fisher & Company Financial Services, Inc. January 2007 - July 2011
Willow Bend Chapter Business Networking International (BNI) September 2005 - October 2009
Skills
Retirement, Investments, Securities, Strategic Financial..., Alternative Investments, Financial Advisory, Series 7, Series 63, Social Networking, Leadership, Mutual Funds, Financial Analysis, PowerPoint, Portfolio Management, Asset Management, FINRA, Natural Gas, Limited Partnerships, Energy Industry, Real Estate Acquisitions, 1031 Exchanges, Research, Persistence, Energy Markets, Commodity Markets, Diligent, Royalties, Suitability, Shale, Horizontal Directional..., Focus, Communication, Problem Solving, Achiever, Asset Managment, Bakken Shale, Intangible Drilling..., monthly cash..., Tax Advantaged Direct..., REISA, Unconventional, Alternative Investment..., Nontraded REITS, Accredited Investments, Fracking, Investor Seminars, Diligence, Fixed Annuities, Investment Strategies, Wealth Management
Education
North Dakota State University
Bachelors Degree, Political Science, Business and Journalism
Aurora Central High School
High School, College Prep
Reef Securities, Inc. April 2015 - Present
Seeking New Opportunity September 2014 - April 2015
TIAA-CREF Financial Services February 2014 - September 2014
Realty Capital Securities April 2013 - October 2013
Management Search International. January 2012 - October 2012
Signature Planning, Inc. September 1997 - August 2011
Berthel Fisher & Company Financial Services, Inc. January 2007 - July 2011
Willow Bend Chapter Business Networking International (BNI) September 2005 - October 2009
Skills
Retirement, Investments, Securities, Strategic Financial..., Alternative Investments, Financial Advisory, Series 7, Series 63, Social Networking, Leadership, Mutual Funds, Financial Analysis, PowerPoint, Portfolio Management, Asset Management, FINRA, Natural Gas, Limited Partnerships, Energy Industry, Real Estate Acquisitions, 1031 Exchanges, Research, Persistence, Energy Markets, Commodity Markets, Diligent, Royalties, Suitability, Shale, Horizontal Directional..., Focus, Communication, Problem Solving, Achiever, Asset Managment, Bakken Shale, Intangible Drilling..., monthly cash..., Tax Advantaged Direct..., REISA, Unconventional, Alternative Investment..., Nontraded REITS, Accredited Investments, Fracking, Investor Seminars, Diligence, Fixed Annuities, Investment Strategies, Wealth Management
Education
North Dakota State University
Bachelors Degree, Political Science, Business and Journalism
Aurora Central High School
High School, College Prep
Ryan van Weezel AIF®,CRPC ®'s Realty Capital Securities Experience September 2013 - August 2014
Job Regional Vice President at Incapital
Industry Financial Services
Experience
Incapital August 2014 - Present
Realty Capital Securities September 2013 - August 2014
John Hancock February 2008 - October 2013
John Hancock/ Wood Logan January 2005 - 2008
John Hancock/ Wood Logan March 2006 - February 2007
John Hancock January 2005 - March 2006
Skills
Sales Operations, Mutual Funds, Series 7, Business Development, Sales, Financial Services, Investments, Leadership, Retirement Planning, Sales Presentations, Retirement, Fixed Annuities, Asset Allocation, Series 63, Wealth Management, Financial Analysis, Competitive Analysis, 529 Plans, Finance, Series 6, IRAs, Life Insurance
Education
Vanderbilt University - Owen Graduate School of Management 2010 — 2010
Master of Business Administration (M.B.A.), Executive Leadership
Johnson & Wales University 2000 — 2004
Bachelor of Science, Marketing; Sales
Foxborough High 1996 — 2000
Incapital August 2014 - Present
Realty Capital Securities September 2013 - August 2014
John Hancock February 2008 - October 2013
John Hancock/ Wood Logan January 2005 - 2008
John Hancock/ Wood Logan March 2006 - February 2007
John Hancock January 2005 - March 2006
Skills
Sales Operations, Mutual Funds, Series 7, Business Development, Sales, Financial Services, Investments, Leadership, Retirement Planning, Sales Presentations, Retirement, Fixed Annuities, Asset Allocation, Series 63, Wealth Management, Financial Analysis, Competitive Analysis, 529 Plans, Finance, Series 6, IRAs, Life Insurance
Education
Vanderbilt University - Owen Graduate School of Management 2010 — 2010
Master of Business Administration (M.B.A.), Executive Leadership
Johnson & Wales University 2000 — 2004
Bachelor of Science, Marketing; Sales
Foxborough High 1996 — 2000
Anthony Vu's Realty Capital Securities Experience May 2013 - Present
Job Assistant Vice President at Realty Capital Securities
Industry Financial Services
Experience
Realty Capital Securities May 2013 - Present
MetLife April 2011 - May 2013
J & N Financial Group, Inc. September 2009 - April 2011
Union Bank September 2008 - March 2011
California Bank & Trust July 2006 - May 2008
Bank of America August 2003 - July 2006
Skills
Mutual Funds, Retirement Planning, Investments, Variable Annuities, Wealth Management, Insurance, Strategic Financial..., Series 63, Series 6, Retirement, Series 7, Financial Services, Territory Management, Sales, Fixed Annuities, Asset Allocation, Prospecting, Client Education, Financial Planning, Alternative Investments, Life Insurance, Securities, Banking, 401k, Relationship Management, Investment Strategies, Risk Management, Finance, Tax, Training
Education
UCI 2011 — 2013
Financial Planning and Services
California State University-Fullerton 2004 — 2008
BA, Business Administration - Finance
Realty Capital Securities May 2013 - Present
MetLife April 2011 - May 2013
J & N Financial Group, Inc. September 2009 - April 2011
Union Bank September 2008 - March 2011
California Bank & Trust July 2006 - May 2008
Bank of America August 2003 - July 2006
Skills
Mutual Funds, Retirement Planning, Investments, Variable Annuities, Wealth Management, Insurance, Strategic Financial..., Series 63, Series 6, Retirement, Series 7, Financial Services, Territory Management, Sales, Fixed Annuities, Asset Allocation, Prospecting, Client Education, Financial Planning, Alternative Investments, Life Insurance, Securities, Banking, 401k, Relationship Management, Investment Strategies, Risk Management, Finance, Tax, Training
Education
UCI 2011 — 2013
Financial Planning and Services
California State University-Fullerton 2004 — 2008
BA, Business Administration - Finance
Patrick McSherry Patrick McSherry's Realty Capital Securities Experience July 2014 - Present
Job Regional Vice President of Liquid Alternative Investments at Realty Capital Securities
Industry Investment Management
Experience
Realty Capital Securities July 2014 - Present
FolioMetrix October 2013 - July 2014
CHAMPION ENTERTAINMENT September 2012 - October 2013
ALETHEIA RESEARCH & MANAGEMENT INC March 2011 - May 2012
RYDEX/SGI July 2008 - December 2010
MassMutual Financial Group 2006 - 2008
Prudential Financial October 1998 - April 2006
DEARBORN FINANCIAL INSTITUTE February 1995 - September 1998
The Stock Exchange of Hong Kong 1997 - 1998
FINANCIAL SCIENCES INC January 1993 - January 1995
Skills
Alternative Investments, Institutional Sales, Mutual Funds, Derivatives, Financial Services, Series 24, Series 7, FINRA, Options, Equities, Strategic Financial..., Securities, Asset Allocation, Hedge Funds, Fixed Income, Capital Markets, Wealth Management, Investments, Asset Management, Relationship Management, Investment Strategies, Retirement, Finance, Risk Management, Series 63, ETFs, Fixed Annuities, Investment Advisory, Investment Management, Separately Managed..., Portfolio Management, Financial Advisory, Structured Products, 401k, Retirement Planning
Education
CMFC · College of Financial Planning 2001 — 2001
Skidmore College 1985 — 1989
Bachelor of Arts (BA), Political Science and Government
Realty Capital Securities July 2014 - Present
FolioMetrix October 2013 - July 2014
CHAMPION ENTERTAINMENT September 2012 - October 2013
ALETHEIA RESEARCH & MANAGEMENT INC March 2011 - May 2012
RYDEX/SGI July 2008 - December 2010
MassMutual Financial Group 2006 - 2008
Prudential Financial October 1998 - April 2006
DEARBORN FINANCIAL INSTITUTE February 1995 - September 1998
The Stock Exchange of Hong Kong 1997 - 1998
FINANCIAL SCIENCES INC January 1993 - January 1995
Skills
Alternative Investments, Institutional Sales, Mutual Funds, Derivatives, Financial Services, Series 24, Series 7, FINRA, Options, Equities, Strategic Financial..., Securities, Asset Allocation, Hedge Funds, Fixed Income, Capital Markets, Wealth Management, Investments, Asset Management, Relationship Management, Investment Strategies, Retirement, Finance, Risk Management, Series 63, ETFs, Fixed Annuities, Investment Advisory, Investment Management, Separately Managed..., Portfolio Management, Financial Advisory, Structured Products, 401k, Retirement Planning
Education
CMFC · College of Financial Planning 2001 — 2001
Skidmore College 1985 — 1989
Bachelor of Arts (BA), Political Science and Government
Brian Graime Brian Graime's Realty Capital Securities Experience December 2012 - Present
Job Regional Vice President at Realty Capital Securities
Industry Financial Services
Experience
Realty Capital Securities December 2012 - Present
Manalapan-Englishtown Board of Education 2010 - Present
Guggenheim Partners February 2011 - December 2012
ING July 2010 - December 2010
Metropolitan Life Insurance Company January 2006 - June 2010
MetLife June 1996 - June 2010
TRAVELERS LIFE AND ANNUITY January 2004 - December 2005
Travelers Life & Annuity June 2000 - December 2003
Salomon Smith Barney June 1998 - March 2000
Salomon Smith Barney June 1996 - May 1998
Skills
Teamwork, Series 7, Mutual Funds, Annuities, Series 63, State Insurance License, Series 24, Asset Managment, REIT, Sales Management, Alternative Investments
Education
University of Maryland - Robert H. Smith School of Business 1992 — 1996
Bachelor, Accounting
Realty Capital Securities December 2012 - Present
Manalapan-Englishtown Board of Education 2010 - Present
Guggenheim Partners February 2011 - December 2012
ING July 2010 - December 2010
Metropolitan Life Insurance Company January 2006 - June 2010
MetLife June 1996 - June 2010
TRAVELERS LIFE AND ANNUITY January 2004 - December 2005
Travelers Life & Annuity June 2000 - December 2003
Salomon Smith Barney June 1998 - March 2000
Salomon Smith Barney June 1996 - May 1998
Skills
Teamwork, Series 7, Mutual Funds, Annuities, Series 63, State Insurance License, Series 24, Asset Managment, REIT, Sales Management, Alternative Investments
Education
University of Maryland - Robert H. Smith School of Business 1992 — 1996
Bachelor, Accounting
bob muldoon bob muldoon's Realty Capital Securities Experience July 2011 - January 2012
Job Regional Sales Manager at Flexible Plan Investments, Ltd.
Industry Financial Services
Experience
Flexible Plan Investments, Ltd. February 2012 - Present
Realty Capital Securities July 2011 - January 2012
Cornerstone May 2009 - May 2011
1031 Investment Group October 1997 - May 2009
OMNI Brokerage 2007 - 2009
Grubb & Ellis 2002 - 2007
WP Carey 2001 - 2002
Calvert Investments 1995 - 2001
Skills
Private Placements, 1031 Exchanges, Alternative Investments, Real Estate Investment, Investment Advisory, Financial Markets, Selling, Series 7, Mutual Funds, Series 63, Investments, Asset Management, Financial Advisory, Wholesaling, Wealth Management, Investment Properties, Trading, Finance, Portfolio Management, Investment Strategies, Securities, Wholesale
Education
The George Washington University 1988 — 1993
BA, International Economics
BK
Flexible Plan Investments, Ltd. February 2012 - Present
Realty Capital Securities July 2011 - January 2012
Cornerstone May 2009 - May 2011
1031 Investment Group October 1997 - May 2009
OMNI Brokerage 2007 - 2009
Grubb & Ellis 2002 - 2007
WP Carey 2001 - 2002
Calvert Investments 1995 - 2001
Skills
Private Placements, 1031 Exchanges, Alternative Investments, Real Estate Investment, Investment Advisory, Financial Markets, Selling, Series 7, Mutual Funds, Series 63, Investments, Asset Management, Financial Advisory, Wholesaling, Wealth Management, Investment Properties, Trading, Finance, Portfolio Management, Investment Strategies, Securities, Wholesale
Education
The George Washington University 1988 — 1993
BA, International Economics
BK
Robert Flink Robert Flink's Realty Capital Securities Experience July 2009 - May 2014
Job Regional Vice President, Investments at Stadion Money Management
Industry Investment Management
Experience
Stadion Money Management May 2014 - Present
Realty Capital Securities July 2009 - May 2014
Milwaukee Brewers Baseball Club February 2009 - October 2013
Cole Capital February 2009 - July 2009
Merrill Lynch February 2008 - January 2009
Morgan Stanley Smith Barney March 2007 - February 2008
Smith & Nephew June 2005 - August 2006
Janssen, Pharmaceutical Companies of Johnson and Johnson March 2004 - June 2005
Rock Ridge Country Club February 2002 - March 2004
Nicholls State University August 2000 - January 2002
Skills
Alternative Investments, Series 7, Mutual Funds, Series 66
Education
University of Georgia - Terry College of Business 2012 — 2015
Executive Program in Financial Planning
Southeastern Louisiana University 1998 — 2000
B.A.
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 1998 — 1998
N/A
University of North Carolina at Asheville 1995 — 1997
Stadion Money Management May 2014 - Present
Realty Capital Securities July 2009 - May 2014
Milwaukee Brewers Baseball Club February 2009 - October 2013
Cole Capital February 2009 - July 2009
Merrill Lynch February 2008 - January 2009
Morgan Stanley Smith Barney March 2007 - February 2008
Smith & Nephew June 2005 - August 2006
Janssen, Pharmaceutical Companies of Johnson and Johnson March 2004 - June 2005
Rock Ridge Country Club February 2002 - March 2004
Nicholls State University August 2000 - January 2002
Skills
Alternative Investments, Series 7, Mutual Funds, Series 66
Education
University of Georgia - Terry College of Business 2012 — 2015
Executive Program in Financial Planning
Southeastern Louisiana University 1998 — 2000
B.A.
Instituto Tecnológico y de Estudios Superiores de Monterrey / ITESM 1998 — 1998
N/A
University of North Carolina at Asheville 1995 — 1997
Tony Pappas Tony Pappas's Realty Capital Securities Experience November 2010 - August 2015
Job Award Winning Insurance & Investment Wholesaler
Industry Financial Services
Experience
Realty Capital Securities November 2010 - August 2015
Sigma Financial September 2009 - October 2010
John Hancock Life Insurance Company (U.S.A.) March 1991 - April 2009
Mutual Service Corporation May 1985 - March 1991
Skills
Wholesaling, Sales Management, Series 24, Series 7, Securities, Retirement, Investments, Alternative Investments, Retirement Planning, Wealth Management, Financial Planning, Public Speaking, Insurance, Series 63, Series 6, Mutual Funds, Real Estate, Pensions, Annuities, Annuity, Estate Planning, Fixed Annuities, Separately Managed..., Series 65, Variable Annuities
Education
Eastern Michigan University 1963 — 1968
BBA, Business
Realty Capital Securities November 2010 - August 2015
Sigma Financial September 2009 - October 2010
John Hancock Life Insurance Company (U.S.A.) March 1991 - April 2009
Mutual Service Corporation May 1985 - March 1991
Skills
Wholesaling, Sales Management, Series 24, Series 7, Securities, Retirement, Investments, Alternative Investments, Retirement Planning, Wealth Management, Financial Planning, Public Speaking, Insurance, Series 63, Series 6, Mutual Funds, Real Estate, Pensions, Annuities, Annuity, Estate Planning, Fixed Annuities, Separately Managed..., Series 65, Variable Annuities
Education
Eastern Michigan University 1963 — 1968
BBA, Business
Oksana Ostrovskaya's Realty Capital Securities Experience October 2014 - Present
Job FP&A Manager at Realty Capital Securities (oostrovskaya@yahoo.com)
Industry Financial Services
Experience
Realty Capital Securities October 2014 - Present
PLM Trailer Leasing March 2012 - October 2014
ACI Worldwide, Inc January 2009 - February 2012
Verizon Corp January 1999 - January 2009
Skills
Hyperion Enterprise, HFM, Oracle, Cognos, Essbase, TM1, Hyperion Planning, Financial Reporting, Financial Analysis, Variance Analysis, Forecasting, Budgeting, Hyperion, Financial Modeling, P&L, Financial Planning, Cash Flow, Corporate Finance, Strategic Financial..., Competitive Analysis, Income Statement, Analysis, Strategy, Consolidation, Finance, Budgets, Accounts Payable, Leadership, Sarbanes-Oxley Act, Management
Education
Pace University 2009 — 2011
Master of Arts, Psychology; General Psychology
Pace University - Lubin School of Business 2000 — 2004
Master, Business Administration; Finance and International Business
DONETSK POLYTECHNIC INSTITUTE 1992 — 1996
Bachelor of Science, Master of Science, Concentration Information System Technology
Realty Capital Securities October 2014 - Present
PLM Trailer Leasing March 2012 - October 2014
ACI Worldwide, Inc January 2009 - February 2012
Verizon Corp January 1999 - January 2009
Skills
Hyperion Enterprise, HFM, Oracle, Cognos, Essbase, TM1, Hyperion Planning, Financial Reporting, Financial Analysis, Variance Analysis, Forecasting, Budgeting, Hyperion, Financial Modeling, P&L, Financial Planning, Cash Flow, Corporate Finance, Strategic Financial..., Competitive Analysis, Income Statement, Analysis, Strategy, Consolidation, Finance, Budgets, Accounts Payable, Leadership, Sarbanes-Oxley Act, Management
Education
Pace University 2009 — 2011
Master of Arts, Psychology; General Psychology
Pace University - Lubin School of Business 2000 — 2004
Master, Business Administration; Finance and International Business
DONETSK POLYTECHNIC INSTITUTE 1992 — 1996
Bachelor of Science, Master of Science, Concentration Information System Technology
Clarke Dirksen's Realty Capital Securities Experience September 2013 - Present
Job Internal Associate at Realty Capital Securities
Industry Financial Services
Experience
Realty Capital Securities September 2013 - Present
NorthPointe Capital June 2012 - August 2012
Skills
Investments, User Experience Testing, PowerPoint, Financial Analysis, Microsoft Word, Teamwork, Research, Microsoft Excel, Public Speaking, Microsoft Office
Education
Miami University 2009 — 2013
Bachelor of Arts (BA), Economics
Realty Capital Securities September 2013 - Present
NorthPointe Capital June 2012 - August 2012
Skills
Investments, User Experience Testing, PowerPoint, Financial Analysis, Microsoft Word, Teamwork, Research, Microsoft Excel, Public Speaking, Microsoft Office
Education
Miami University 2009 — 2013
Bachelor of Arts (BA), Economics
Matthew Dutton Matthew Dutton's Realty Capital Securities Experience June 2015 - July 2015
Job Torch & Laurel Mentor at The National Society of Collegiate Scholars
Industry Financial Services
Experience
The National Society of Collegiate Scholars August 2015 - Present
Apollo Global Management LLC August 2015 - Present
Realty Capital Securities June 2015 - July 2015
Cornell University January 2015 - May 2015
Hire Society, LLC. June 2014 - May 2015
Lazybones January 2013 - May 2014
Noble Elevator Company Inc. June 2013 - August 2013
Melodramatics Theatre Company, Inc. February 2013 - April 2013
Noble Elevator Company Inc June 2012 - August 2012
Skills
Public Policy, Politics, Policy Analysis, Political Science, Government, Economic Development, Political Campaigns, Public Administration, Business Strategy, Financial Analysis, QuickBooks, Human Resources, Economic Research, Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, Social Media, Microsoft Word, Event Planning, Research, Leadership, Teamwork, R, Recruiting, Accounts Payable &..., Applied Economics, Oil & Gas, Customer Service
Education
Cornell University 2012 — 2016
Bachelor of Science (B.S.), Applied Economics and Management
Deakin University
Australian/Oceanic/Pacific Languages, Literatures, and Linguistics
The National Society of Collegiate Scholars August 2015 - Present
Apollo Global Management LLC August 2015 - Present
Realty Capital Securities June 2015 - July 2015
Cornell University January 2015 - May 2015
Hire Society, LLC. June 2014 - May 2015
Lazybones January 2013 - May 2014
Noble Elevator Company Inc. June 2013 - August 2013
Melodramatics Theatre Company, Inc. February 2013 - April 2013
Noble Elevator Company Inc June 2012 - August 2012
Skills
Public Policy, Politics, Policy Analysis, Political Science, Government, Economic Development, Political Campaigns, Public Administration, Business Strategy, Financial Analysis, QuickBooks, Human Resources, Economic Research, Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, Social Media, Microsoft Word, Event Planning, Research, Leadership, Teamwork, R, Recruiting, Accounts Payable &..., Applied Economics, Oil & Gas, Customer Service
Education
Cornell University 2012 — 2016
Bachelor of Science (B.S.), Applied Economics and Management
Deakin University
Australian/Oceanic/Pacific Languages, Literatures, and Linguistics
Corey Rymsza Corey Rymsza's Realty Capital Securities Experience May 2014 - February 2015
Job Western Sales Director at Farmers Financial Solutions
Industry Financial Services
Experience
Farmers Financial Solutions, LLC February 2015 - Present
Realty Capital Securities May 2014 - February 2015
Realty Capital Securities March 2013 - April 2014
MetLife January 2011 - December 2012
MetLife February 2005 - January 2011
Skills
Variable Annuities, Fixed Annuities, Retirement Planning, Series 63, Asset Allocation, Financial Services, Investment Strategies, Retirement, Securities, Finance, Investment Advisory, Management, Mutual Funds, Portfolio Management, Risk Management
Education
University of Colorado at Boulder 2000 — 2004
Bachelor of Science (BS), Business Administration with an Option in Finance
Glenbrook North 1996 — 2000
Farmers Financial Solutions, LLC February 2015 - Present
Realty Capital Securities May 2014 - February 2015
Realty Capital Securities March 2013 - April 2014
MetLife January 2011 - December 2012
MetLife February 2005 - January 2011
Skills
Variable Annuities, Fixed Annuities, Retirement Planning, Series 63, Asset Allocation, Financial Services, Investment Strategies, Retirement, Securities, Finance, Investment Advisory, Management, Mutual Funds, Portfolio Management, Risk Management
Education
University of Colorado at Boulder 2000 — 2004
Bachelor of Science (BS), Business Administration with an Option in Finance
Glenbrook North 1996 — 2000
Anthony Ziniti, CFP®, CRPC®, MBA Anthony Ziniti, CFP®, CRPC®, MBA's Realty Capital Securities Experience December 2011 - Present
Job Regional Vice President at Realty Capital Securities
Industry Financial Services
Experience
Realty Capital Securities, LLC December 2011 - Present
Realty Capital Securities December 2011 - Present
OppenheimerFunds April 2008 - December 2011
Nationwide Insurance September 2006 - April 2008
Skills
Series 63, Series 7, Mutual Funds, Investments, Insurance, Securities, 401k, Fixed Annuities, Retirement, Asset Allocation, Retirement Planning, Wealth Management, Alternative Investments, Portfolio Management, Estate Planning, Strategic Financial..., Financial Advisory, Separately Managed..., Investment Advisory, Financial Planning
Education
Molloy College 2007 — 2009
Masters of Business Administration, Personal Financial Planning
Quinnipiac University - School of Business 2002 — 2006
Bachelor of Science, Entrepreneurship & Psychology
Realty Capital Securities, LLC December 2011 - Present
Realty Capital Securities December 2011 - Present
OppenheimerFunds April 2008 - December 2011
Nationwide Insurance September 2006 - April 2008
Skills
Series 63, Series 7, Mutual Funds, Investments, Insurance, Securities, 401k, Fixed Annuities, Retirement, Asset Allocation, Retirement Planning, Wealth Management, Alternative Investments, Portfolio Management, Estate Planning, Strategic Financial..., Financial Advisory, Separately Managed..., Investment Advisory, Financial Planning
Education
Molloy College 2007 — 2009
Masters of Business Administration, Personal Financial Planning
Quinnipiac University - School of Business 2002 — 2006
Bachelor of Science, Entrepreneurship & Psychology
Conor Miller's Realty Capital Securities Experience October 2013 - April 2014
Job LPL Financial Sales Consultant
Industry Financial Services
Experience
LPL Financial June 2015 - Present
Morgan Stanley Wealth Management May 2014 - March 2015
Realty Capital Securities October 2013 - April 2014
Destra Capital Investments June 2013 - October 2013
MetLife July 2001 - November 2012
MetLife July 2001 - April 2010
Skills
Series 7, Series 63, Series 65, Life & Health Insurance..., Public Speaking
Education
Hobart and William Smith Colleges 1997 — 2001
Bachelor of Arts (B.A.), History
The Haverford School 1993 — 1997
The Episcopal High School 1994 — 1996
LPL Financial June 2015 - Present
Morgan Stanley Wealth Management May 2014 - March 2015
Realty Capital Securities October 2013 - April 2014
Destra Capital Investments June 2013 - October 2013
MetLife July 2001 - November 2012
MetLife July 2001 - April 2010
Skills
Series 7, Series 63, Series 65, Life & Health Insurance..., Public Speaking
Education
Hobart and William Smith Colleges 1997 — 2001
Bachelor of Arts (B.A.), History
The Haverford School 1993 — 1997
The Episcopal High School 1994 — 1996
Kim Comer Kim Comer's Realty Capital Securities Experience January 2009 - Present
Job Regional Vice President at Realty Capital Securities, Inc.
Industry Investment Management
Experience
Realty Capital Securities January 2009 - Present
Wells Real Estate Funds November 1991 - November 2008
Keogler Morgan & Company, Inc. October 1987 - September 1991
Skills
Securities, Sales, Marketing, Accounting, Finance, Leadership, Series 24, Series 63, Mutual Funds, Alternative Investments, Investments, Financial Analysis, FINRA, Series 7, Financial Services, Insurance
Education
Georgia State University - J. Mack Robinson College of Business 1974 — 1976
BA, Accounting
Emory University - Goizueta Business School 1971 — 1973
Economics and Accounting
Realty Capital Securities January 2009 - Present
Wells Real Estate Funds November 1991 - November 2008
Keogler Morgan & Company, Inc. October 1987 - September 1991
Skills
Securities, Sales, Marketing, Accounting, Finance, Leadership, Series 24, Series 63, Mutual Funds, Alternative Investments, Investments, Financial Analysis, FINRA, Series 7, Financial Services, Insurance
Education
Georgia State University - J. Mack Robinson College of Business 1974 — 1976
BA, Accounting
Emory University - Goizueta Business School 1971 — 1973
Economics and Accounting
Mike Chereso Mike Chereso's Realty Capital Securities Experience September 2014 - Present
Job National Product Manager, Phillips Edison Grocery Center REIT II at Realty Capital Securities
Industry Investment Management
Experience
Realty Capital Securities September 2014 - Present
Realty Capital Securities January 2015 - Present
Realty Capital Securities April 2014 - September 2014
Realty Capital Securities May 2013 - April 2014
Realty Capital Securities October 2010 - May 2013
Thompson National Properties, LLC September 2009 - October 2010
Transwestern June 2008 - August 2008
College Works Painting January 2007 - October 2007
Skills
Series 7, Series 63, Alternative Investments, Securities, Mutual Funds, Investments, Asset Management, Retirement Planning, Wealth Management, Asset Allocation, Investment Advisory, Investment Strategies, FINRA, Series 24, Fixed Annuities
Education
DePaul University 2005 — 2009
Bachelor of Applied Science (BASc), Accounting and Finance
Realty Capital Securities September 2014 - Present
Realty Capital Securities January 2015 - Present
Realty Capital Securities April 2014 - September 2014
Realty Capital Securities May 2013 - April 2014
Realty Capital Securities October 2010 - May 2013
Thompson National Properties, LLC September 2009 - October 2010
Transwestern June 2008 - August 2008
College Works Painting January 2007 - October 2007
Skills
Series 7, Series 63, Alternative Investments, Securities, Mutual Funds, Investments, Asset Management, Retirement Planning, Wealth Management, Asset Allocation, Investment Advisory, Investment Strategies, FINRA, Series 24, Fixed Annuities
Education
DePaul University 2005 — 2009
Bachelor of Applied Science (BASc), Accounting and Finance
Larry Roth's Realty Capital Securities Experience September 2013 - May 2014
Job CEO at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group May 2014 - Present
Realty Capital Securities September 2013 - May 2014
AIG Advisor Group January 2006 - September 2013
Berkshire Capital Corporation January 2001 - December 2005
ING Advisor Group June 1991 - December 2000
Skills
Private Equity, Valuation, Corporate Finance, Financial Services, Strategic Financial..., Asset Allocation, Alternative Investments, Investments, Venture Capital, Investment Advisory, Financial Advisory, Series 7, Wealth Management, Due Diligence, Mutual Funds, Asset Managment, Strategic Planning, Portfolio Management, Equities, Asset Management, Securities, Executive Management, Start-ups, Hedge Funds, Investment Strategies
Education
Harvard Business School
OPM-24
University of Detroit Mercy School of Law
JD
Michigan State University
BA, Accounting & FInance
Cetera Financial Group May 2014 - Present
Realty Capital Securities September 2013 - May 2014
AIG Advisor Group January 2006 - September 2013
Berkshire Capital Corporation January 2001 - December 2005
ING Advisor Group June 1991 - December 2000
Skills
Private Equity, Valuation, Corporate Finance, Financial Services, Strategic Financial..., Asset Allocation, Alternative Investments, Investments, Venture Capital, Investment Advisory, Financial Advisory, Series 7, Wealth Management, Due Diligence, Mutual Funds, Asset Managment, Strategic Planning, Portfolio Management, Equities, Asset Management, Securities, Executive Management, Start-ups, Hedge Funds, Investment Strategies
Education
Harvard Business School
OPM-24
University of Detroit Mercy School of Law
JD
Michigan State University
BA, Accounting & FInance
Mark Prillaman Mark Prillaman's Realty Capital Securities Experience October 2009 - December 2010
Job Senior Marketing Director and Branch Office Manager at Transamerica Financial Advisors
Industry Financial Services
Experience
Eagle Life Insurance Company May 2013 - November 2014
Transamerica Financial Advisors, Inc. January 2011 - April 2013
Realty Capital Securities October 2009 - December 2010
Lincoln Financial Distributors 2005 - 2009
ING 1999 - 2005
London Pacific Life & Annuity 1994 - 1999
Skills
Series 7, Series 63, Annuity, Sales Management, Retirement Planning, Annuities, Securities, Mutual Funds, New Business Development, Insurance, Investments, Coaching, Team Building, Consultative Selling, Financial Planning, Strategic Planning, Wealth Management, Public Speaking, Retirement, Sales, Leadership, Management, Marketing, Fixed Annuities, Annuity Sales, Indexed Annuities, Selling, Strategic Financial...
Education
University of North Carolina at Chapel Hill
BS Business Administration - Kenan Flagler School of Business, Business Administration and Management
Eagle Life Insurance Company May 2013 - November 2014
Transamerica Financial Advisors, Inc. January 2011 - April 2013
Realty Capital Securities October 2009 - December 2010
Lincoln Financial Distributors 2005 - 2009
ING 1999 - 2005
London Pacific Life & Annuity 1994 - 1999
Skills
Series 7, Series 63, Annuity, Sales Management, Retirement Planning, Annuities, Securities, Mutual Funds, New Business Development, Insurance, Investments, Coaching, Team Building, Consultative Selling, Financial Planning, Strategic Planning, Wealth Management, Public Speaking, Retirement, Sales, Leadership, Management, Marketing, Fixed Annuities, Annuity Sales, Indexed Annuities, Selling, Strategic Financial...
Education
University of North Carolina at Chapel Hill
BS Business Administration - Kenan Flagler School of Business, Business Administration and Management
Nory Gonzalez, CRPC® Nory Gonzalez, CRPC®'s Realty Capital Securities Experience July 2012 - Present
Job Regional Vice President at Symetra
Industry Financial Services
Experience
Symetra August 2015 - Present
Realty Capital Securities July 2012 - Present
Allianz October 2011 - July 2012
FBR March 2011 - September 2011
Genworth Financial April 2007 - March 2011
Sun Life Financial March 2006 - April 2007
John Hancock Financial Services September 2003 - February 2006
AXA August 2000 - September 2003
Education
State University of New York at Albany 1995 — 1999
Bachelor of Arts, Economics
Symetra August 2015 - Present
Realty Capital Securities July 2012 - Present
Allianz October 2011 - July 2012
FBR March 2011 - September 2011
Genworth Financial April 2007 - March 2011
Sun Life Financial March 2006 - April 2007
John Hancock Financial Services September 2003 - February 2006
AXA August 2000 - September 2003
Education
State University of New York at Albany 1995 — 1999
Bachelor of Arts, Economics
Scott Kudrick's Realty Capital Securities Experience January 2011 - February 2015
Job Volunteer at Big Brothers Big Sisters of Massachusetts Bay
Industry Capital Markets
Experience
Big Brothers Big Sisters of Massachusetts Bay March 2015 - Present
Realty Capital Securities January 2011 - February 2015
Theraplant 2015 - 2015
CAIA Association August 2014 - September 2014
Arrowpoint Partners 2014 - 2014
FPA - Financial Planning Association 2012 - 2014
AXA Distributors September 1999 - January 2011
Fidelity Investments January 1995 - September 1999
Skills
Alternative Investments, Series 63, Series 7, Investments, Separately Managed..., Retirement Planning, Mutual Funds, Series 24, Series 6, Financial Advisory, Private Equity, 401k, Asset Allocation, Variable Annuities, Fixed Annuities, Asset Management, IRAs, Retirement, Real Estate, Insurance, Fixed Income, Real Estate Development, ETFs, Investment Strategies, Asset Managment, Asset Protection, Risk Assessment, Multi Family Properties, Tax Accounting, Business Development, Landlord-Tenant, 1031 Exchanges, Options Strategies, Index Funds, Real Estate License, Investment Advisory, Wealth Management..., Life Insurance, Equities, Oil/Gas
Education
Boston College - Carroll School of Management 1990 — 1994
BS, General Management
Babson College 1997 — 1999
FW Olin Graduate School
Tabor Academy 1986 — 1990
Big Brothers Big Sisters of Massachusetts Bay March 2015 - Present
Realty Capital Securities January 2011 - February 2015
Theraplant 2015 - 2015
CAIA Association August 2014 - September 2014
Arrowpoint Partners 2014 - 2014
FPA - Financial Planning Association 2012 - 2014
AXA Distributors September 1999 - January 2011
Fidelity Investments January 1995 - September 1999
Skills
Alternative Investments, Series 63, Series 7, Investments, Separately Managed..., Retirement Planning, Mutual Funds, Series 24, Series 6, Financial Advisory, Private Equity, 401k, Asset Allocation, Variable Annuities, Fixed Annuities, Asset Management, IRAs, Retirement, Real Estate, Insurance, Fixed Income, Real Estate Development, ETFs, Investment Strategies, Asset Managment, Asset Protection, Risk Assessment, Multi Family Properties, Tax Accounting, Business Development, Landlord-Tenant, 1031 Exchanges, Options Strategies, Index Funds, Real Estate License, Investment Advisory, Wealth Management..., Life Insurance, Equities, Oil/Gas
Education
Boston College - Carroll School of Management 1990 — 1994
BS, General Management
Babson College 1997 — 1999
FW Olin Graduate School
Tabor Academy 1986 — 1990
Thomas Manglaviti Jr.'s Realty Capital Securities Experience March 2015 - Present
Job Internal Wholesaler at Realty Capital Securities
Industry Financial Services
Experience
Realty Capital Securities March 2015 - Present
Realty Capital Securities June 2014 - February 2015
JDX Consulting October 2013 - June 2014
Beauté Prestige International May 2013 - June 2013
Bryant University September 2011 - August 2012
International Packaging, Inc January 2012 - June 2012
UBS May 2009 - September 2009
Skills
Strategic Consulting, Microsoft Excel, Finance, Microsoft Office, PowerPoint, Financial Modeling, Management, Analysis, Financial Analysis, Data Analysis, Marketing, Time Management, Sales
Education
Bryant University 2011 — 2012
Master of Business Administration (MBA)
Providence College 2007 — 2011
Bachelor of Science (BS), Management
Realty Capital Securities March 2015 - Present
Realty Capital Securities June 2014 - February 2015
JDX Consulting October 2013 - June 2014
Beauté Prestige International May 2013 - June 2013
Bryant University September 2011 - August 2012
International Packaging, Inc January 2012 - June 2012
UBS May 2009 - September 2009
Skills
Strategic Consulting, Microsoft Excel, Finance, Microsoft Office, PowerPoint, Financial Modeling, Management, Analysis, Financial Analysis, Data Analysis, Marketing, Time Management, Sales
Education
Bryant University 2011 — 2012
Master of Business Administration (MBA)
Providence College 2007 — 2011
Bachelor of Science (BS), Management
Zifan Chen Zifan Chen's Realty Capital Securities Experience June 2014 - July 2014
Job University of Virginia McIntire School of Commerce
Industry Financial Services
Experience
University of Virginia January 2015 - Present
Haitong Securities International Securities Group June 2015 - July 2015
China Construction Bank (Asia) Corporation Ltd. July 2014 - August 2014
Realty Capital Securities June 2014 - July 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Valuation, Financial Modeling
Education
McIntire School of Commerce 2015 — 2017
Finance and Accounting, Bachelor of Commerce (B.Com.)
University of Oxford 2015 — 2015
The Economics of the European Union, Summer program
University of Virginia 2013 — 2015
Economics, Bachelor's degree
University of Virginia January 2015 - Present
Haitong Securities International Securities Group June 2015 - July 2015
China Construction Bank (Asia) Corporation Ltd. July 2014 - August 2014
Realty Capital Securities June 2014 - July 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Valuation, Financial Modeling
Education
McIntire School of Commerce 2015 — 2017
Finance and Accounting, Bachelor of Commerce (B.Com.)
University of Oxford 2015 — 2015
The Economics of the European Union, Summer program
University of Virginia 2013 — 2015
Economics, Bachelor's degree
Christopher Ferro Christopher Ferro's Realty Capital Securities Experience April 2013 - April 2014
Job Regional Consultant at Lord Abbett & Co.
Industry Financial Services
Experience
Lord, Abbett & Co. LLC September 2015 - Present
American National Stock Transfer April 2014 - Present
Realty Capital Securities April 2013 - April 2014
ConvergEx Group June 2012 - August 2012
CargoFy.com September 2011 - January 2012
Breezy Point Surf Club June 2005 - August 2011
Skills
Microsoft Excel, Microsoft Office, Social Media, PowerPoint, Microsoft Word, Customer Service, Research, Teamwork, Public Speaking, English, Windows, Facebook, Outlook, Time Management, Editing, Program Management, Series 63, SPSS, Sales
Education
State University of New York at New Paltz 2008 — 2012
Bachelor of Science (B.S.), Communication and Media Studies
SUNY New Paltz
Bachelor of Science, Communication; Organizational Communication
Lord, Abbett & Co. LLC September 2015 - Present
American National Stock Transfer April 2014 - Present
Realty Capital Securities April 2013 - April 2014
ConvergEx Group June 2012 - August 2012
CargoFy.com September 2011 - January 2012
Breezy Point Surf Club June 2005 - August 2011
Skills
Microsoft Excel, Microsoft Office, Social Media, PowerPoint, Microsoft Word, Customer Service, Research, Teamwork, Public Speaking, English, Windows, Facebook, Outlook, Time Management, Editing, Program Management, Series 63, SPSS, Sales
Education
State University of New York at New Paltz 2008 — 2012
Bachelor of Science (B.S.), Communication and Media Studies
SUNY New Paltz
Bachelor of Science, Communication; Organizational Communication
David Divan's Realty Capital Securities Experience 2014 - 2015
Job Consultant, Business Management
Industry Computer Software
Experience
o9 Solutions, Inc. April 2015 - Present
Realty Capital Securities 2014 - 2015
Ajilon 2014 - 2014
Vyykn, Inc. 2013 - 2014
Maxim Government Services 2012 - 2013
Maxim Physician Resources 2010 - 2012
Arizona State University - Athletic Dept. 2009 - 2010
Creative Environments Design & Landscape 2005 - 2008
Skills
Event Management, Business Communications, Team Leadership, Building Relationships, Client Liaison, Customer Service, Microsoft Office, Microsoft Excel, Marketing, Team Building, New Business Development, Sourcing, Customer Satisfaction, Event Planning, Strategic Planning, Business Development, Management, Sales, Leadership, Strategy, Account Management
Education
Arizona State University
Interdisplinary Studies, Leadership & Ethics and Business Communication
San Luis Obispo High School
o9 Solutions, Inc. April 2015 - Present
Realty Capital Securities 2014 - 2015
Ajilon 2014 - 2014
Vyykn, Inc. 2013 - 2014
Maxim Government Services 2012 - 2013
Maxim Physician Resources 2010 - 2012
Arizona State University - Athletic Dept. 2009 - 2010
Creative Environments Design & Landscape 2005 - 2008
Skills
Event Management, Business Communications, Team Leadership, Building Relationships, Client Liaison, Customer Service, Microsoft Office, Microsoft Excel, Marketing, Team Building, New Business Development, Sourcing, Customer Satisfaction, Event Planning, Strategic Planning, Business Development, Management, Sales, Leadership, Strategy, Account Management
Education
Arizona State University
Interdisplinary Studies, Leadership & Ethics and Business Communication
San Luis Obispo High School
Lawrence J. Littler III Lawrence J. Littler III's Realty Capital Securities Experience August 2011 - February 2012
Job Piedmont Capital Distributors
Industry Financial Services
Experience
Piedmont Capital Distributors, LLC June 2014 - Present
Realty Capital Securities August 2011 - February 2012
John Hancock Financial Services March 2000 - October 2010
SunAmerica Financial Group September 1999 - March 2000
Evergreen Asset Management May 1996 - September 1999
Wood Logan Associates ( A Manulife Financial Corporation) July 1990 - May 1996
Wood Logan Associates May 1989 - July 1990
Wood Logan Associates November 1987 - May 1989
Skills
Securities, Wealth Management, Fixed Annuities, Alternative Investments, Series 7, Mutual Funds, Asset Allocation, Retirement Planning, Series 63, Retirement, Fusion Group..., Graduate of "Strategic..., Series 6, Series 65,..., Variable Annuities, Financial Services, Life Insurance, Separately Managed..., 529 Plans, Asset Management, Series 65, 401k, yacht Racing, FINRA, ETFs, Series 24, Series 6, Portfolio Management, Investment Strategies, Investment Management, Investment Advisory, Investments, Financial Advisory, Estate Planning, Finance, Financial Planners, Strategic Financial..., Insurance, Management, Sales, Marketing, Equities, Relationship Management, Fixed Income, Risk Management, Financial Analysis, Start-ups, Leadership, Consulting, Financial Planning
Education
Manhattanville College 1983 — 1987
Bachelor of Science (BS), Political Economy
Piedmont Capital Distributors, LLC June 2014 - Present
Realty Capital Securities August 2011 - February 2012
John Hancock Financial Services March 2000 - October 2010
SunAmerica Financial Group September 1999 - March 2000
Evergreen Asset Management May 1996 - September 1999
Wood Logan Associates ( A Manulife Financial Corporation) July 1990 - May 1996
Wood Logan Associates May 1989 - July 1990
Wood Logan Associates November 1987 - May 1989
Skills
Securities, Wealth Management, Fixed Annuities, Alternative Investments, Series 7, Mutual Funds, Asset Allocation, Retirement Planning, Series 63, Retirement, Fusion Group..., Graduate of "Strategic..., Series 6, Series 65,..., Variable Annuities, Financial Services, Life Insurance, Separately Managed..., 529 Plans, Asset Management, Series 65, 401k, yacht Racing, FINRA, ETFs, Series 24, Series 6, Portfolio Management, Investment Strategies, Investment Management, Investment Advisory, Investments, Financial Advisory, Estate Planning, Finance, Financial Planners, Strategic Financial..., Insurance, Management, Sales, Marketing, Equities, Relationship Management, Fixed Income, Risk Management, Financial Analysis, Start-ups, Leadership, Consulting, Financial Planning
Education
Manhattanville College 1983 — 1987
Bachelor of Science (BS), Political Economy
Heather Gentry's Realty Capital Securities Experience May 2011 - March 2012
Job Vice President, Investor Relations at Chambers Street Properties (NYSE: CSG)
Industry Commercial Real Estate
Experience
Chambers Street Properties (NYSE: CSG) September 2014 - Present
American Realty Capital Trust March 2012 - December 2013
Realty Capital Securities May 2011 - March 2012
American Realty Capital October 2010 - May 2011
Grubb & Ellis Company May 2009 - October 2010
Grubb & Ellis Company April 2008 - May 2009
Seligman Advisors, Inc September 2006 - February 2008
Seligman Advisors August 2004 - September 2006
Seligman Advisors April 2002 - July 2004
Education
Towson University 1995 — 2000
Bachelor of Science, Communication Studies
Chambers Street Properties (NYSE: CSG) September 2014 - Present
American Realty Capital Trust March 2012 - December 2013
Realty Capital Securities May 2011 - March 2012
American Realty Capital October 2010 - May 2011
Grubb & Ellis Company May 2009 - October 2010
Grubb & Ellis Company April 2008 - May 2009
Seligman Advisors, Inc September 2006 - February 2008
Seligman Advisors August 2004 - September 2006
Seligman Advisors April 2002 - July 2004
Education
Towson University 1995 — 2000
Bachelor of Science, Communication Studies
Noah Herron Noah Herron's Realty Capital Securities Experience August 2010 - September 2011
Job Today is the day...
Industry Marketing and Advertising
Experience
The Rock Kalamazoo May 2012 - Present
Grainger March 2013 - May 2014
Indiana University 2011 - February 2012
Realty Capital Securities August 2010 - September 2011
NFL April 2005 - January 2010
Transitions After the Game 2010 - 2010
Cleveland Browns March 2009 - September 2009
Tampa Bay Buccaneers October 2008 - December 2008
Green Bay Packers November 2005 - September 2008
Pittsburgh Steelers April 2005 - November 2005
Skills
Public Speaking, Event Planning, Fundraising, Microsoft Office, Sports Marketing, Research, PowerPoint, Event Management, Microsoft Excel, Strategic Planning, Public Relations
Education
Northwestern University 2000 — 2004
Comm St, Communication, General
Indiana University Bloomington 2011 — 2012
Athletic Administration
The Rock Kalamazoo May 2012 - Present
Grainger March 2013 - May 2014
Indiana University 2011 - February 2012
Realty Capital Securities August 2010 - September 2011
NFL April 2005 - January 2010
Transitions After the Game 2010 - 2010
Cleveland Browns March 2009 - September 2009
Tampa Bay Buccaneers October 2008 - December 2008
Green Bay Packers November 2005 - September 2008
Pittsburgh Steelers April 2005 - November 2005
Skills
Public Speaking, Event Planning, Fundraising, Microsoft Office, Sports Marketing, Research, PowerPoint, Event Management, Microsoft Excel, Strategic Planning, Public Relations
Education
Northwestern University 2000 — 2004
Comm St, Communication, General
Indiana University Bloomington 2011 — 2012
Athletic Administration
Brandon Burns's Realty Capital Securities Experience September 2013 - March 2015
Job Regional Vice President
Industry Financial Services
Experience
Medallion Financial Distributors February 2015 - Present
Realty Capital Securities September 2013 - March 2015
Behringer Securities June 2012 - September 2013
SAMCO Capital 2009 - June 2012
RL Holdings May 2008 - October 2009
Skills
Private Equity, REIT, Alternative Investments, Real Estate, Fixed Income, CLO, Series 7, BDCs, Capital Markets, Debt, Bloomberg, Microsoft Excel, Financial Modeling, Financial Analysis, Portfolio Management, Argus Modeling, Sales, Salesforce.com, Municipal Bonds, Investment Banking, Investments, Asset Management, Real Estate Economics, Bonds, Due Diligence, Finance, Strategy, Trading, Corporate Finance, Securities, Business Development, Financial Services, Structured Finance, Investment Management, Financial Advisory, Commercial Real Estate, Valuation, Hedge Funds, Mutual Funds, Analysis
Education
Baylor University 2015 — 2017
Master of Business Administration (MBA), Finance, General
Baylor University 2004 — 2008
Finance, Real Estate
Baylor University - Hankamer School of Business
Bachelor of Business Administration (BBA), Finance
Baylor University - Hankamer School of Business
Bachelor of Business Administration (BBA), Real Estate
Way back in the day
Way back in the day
Medallion Financial Distributors February 2015 - Present
Realty Capital Securities September 2013 - March 2015
Behringer Securities June 2012 - September 2013
SAMCO Capital 2009 - June 2012
RL Holdings May 2008 - October 2009
Skills
Private Equity, REIT, Alternative Investments, Real Estate, Fixed Income, CLO, Series 7, BDCs, Capital Markets, Debt, Bloomberg, Microsoft Excel, Financial Modeling, Financial Analysis, Portfolio Management, Argus Modeling, Sales, Salesforce.com, Municipal Bonds, Investment Banking, Investments, Asset Management, Real Estate Economics, Bonds, Due Diligence, Finance, Strategy, Trading, Corporate Finance, Securities, Business Development, Financial Services, Structured Finance, Investment Management, Financial Advisory, Commercial Real Estate, Valuation, Hedge Funds, Mutual Funds, Analysis
Education
Baylor University 2015 — 2017
Master of Business Administration (MBA), Finance, General
Baylor University 2004 — 2008
Finance, Real Estate
Baylor University - Hankamer School of Business
Bachelor of Business Administration (BBA), Finance
Baylor University - Hankamer School of Business
Bachelor of Business Administration (BBA), Real Estate
Way back in the day
Way back in the day
Christopher Birkins's Realty Capital Securities Experience January 2012 - July 2012
Job Sales Representative
Industry Financial Services
Experience
Onshape Inc. March 2015 - April 2015
athenahealth September 2012 - January 2015
Realty Capital Securities January 2012 - July 2012
Sun Life Financial July 2011 - January 2012
Consumer United October 2010 - June 2011
Skills
Microsoft Office, PowerPoint, Sales, Microsoft Word, Microsoft Excel, Insurance, Series 7, Series 63, Series 6, Excel, Wholesale, Marketing
Education
Northeastern University 2005 — 2010
Batchelor of Science
Tabor Academy 2001 — 2005
Onshape Inc. March 2015 - April 2015
athenahealth September 2012 - January 2015
Realty Capital Securities January 2012 - July 2012
Sun Life Financial July 2011 - January 2012
Consumer United October 2010 - June 2011
Skills
Microsoft Office, PowerPoint, Sales, Microsoft Word, Microsoft Excel, Insurance, Series 7, Series 63, Series 6, Excel, Wholesale, Marketing
Education
Northeastern University 2005 — 2010
Batchelor of Science
Tabor Academy 2001 — 2005
Tony Neves Tony Neves's Realty Capital Securities Experience January 2008 - December 2009
Job Regional Director at GWG Holdings, Inc.
Industry Financial Services
Experience
GWG Holdings, Inc. May 2014 - Present
United Realty Advisors, LP March 2013 - May 2014
ATEL Capital Group February 2012 - March 2013
Plymouth REIT December 2010 - February 2012
Realty Capital Securities January 2008 - December 2009
Boston Capital October 2001 - December 2007
LPL Financial May 1998 - September 2001
Skills
Series 7, Public Speaking, Separately Managed..., Investment Properties, Sales Operations, REIT, Business Development, Private Placements, Management, Broker-Dealer, Alternative Investments, Financial Services, Sales, Securities, Investment Advisory, Investments
Education
University of Massachusetts, Amherst
GWG Holdings, Inc. May 2014 - Present
United Realty Advisors, LP March 2013 - May 2014
ATEL Capital Group February 2012 - March 2013
Plymouth REIT December 2010 - February 2012
Realty Capital Securities January 2008 - December 2009
Boston Capital October 2001 - December 2007
LPL Financial May 1998 - September 2001
Skills
Series 7, Public Speaking, Separately Managed..., Investment Properties, Sales Operations, REIT, Business Development, Private Placements, Management, Broker-Dealer, Alternative Investments, Financial Services, Sales, Securities, Investment Advisory, Investments
Education
University of Massachusetts, Amherst
Kevin Hofmann Kevin Hofmann's Realty Capital Securities Experience February 2014 - Present
Job Assistant Vice President at Realty Capital Securities
Industry Financial Services
Experience
Realty Capital Securities February 2014 - Present
J.P. Morgan April 2012 - February 2014
Skills
Series 7, Series 63, Alternative Investments, Finance, Financial Services, Sales, REIT, Oil & Gas, Separately Managed..., Stocks, Bonds, ETFs, Mutual Funds, Limited Partnerships, Variable Annuities, Structured Products, Retirement Planning, Life & Health Insurance...
Education
Loyola University Maryland 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Newcastle University 2008 — 2008
N/A, International Business, Finance
Realty Capital Securities February 2014 - Present
J.P. Morgan April 2012 - February 2014
Skills
Series 7, Series 63, Alternative Investments, Finance, Financial Services, Sales, REIT, Oil & Gas, Separately Managed..., Stocks, Bonds, ETFs, Mutual Funds, Limited Partnerships, Variable Annuities, Structured Products, Retirement Planning, Life & Health Insurance...
Education
Loyola University Maryland 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance
Newcastle University 2008 — 2008
N/A, International Business, Finance
Sean Rogers's Realty Capital Securities Experience June 2012 - August 2012
Job Jefferies LLC.
Industry Financial Services
Experience
Jefferies LLC February 2014 - Present
University of Notre Dame May 2012 - May 2013
Jefferson Secondary School Mentoring Program January 2009 - March 2013
Realty Capital Securities June 2012 - August 2012
CM&F GROUP, INC June 2011 - August 2011
Halliday Financial Group December 2010 - January 2011
Skills
Financial Analysis, Alternative Investments, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Equities, REIT, Investments, Strategic Planning, Public Speaking, Access, Data Analysis, Sales
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
Bachelor of Science (BS), Finance, General
Holy Trinity High School 2004 — 2008
Jefferies LLC February 2014 - Present
University of Notre Dame May 2012 - May 2013
Jefferson Secondary School Mentoring Program January 2009 - March 2013
Realty Capital Securities June 2012 - August 2012
CM&F GROUP, INC June 2011 - August 2011
Halliday Financial Group December 2010 - January 2011
Skills
Financial Analysis, Alternative Investments, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Equities, REIT, Investments, Strategic Planning, Public Speaking, Access, Data Analysis, Sales
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
Bachelor of Science (BS), Finance, General
Holy Trinity High School 2004 — 2008
Garry Rooney Garry Rooney's Realty Capital Securities Experience January 2008 - Present
Job Corporate Services Manager at Realty Capital Securities
Industry Financial Services
Experience
Realty Capital Securities January 2008 - Present
Self Employed April 2003 - January 2008
Crudden, Dolan & Co March 1998 - April 2003
Education
University of Massachusetts Boston 2011 — 2012
Bachelor's degree, Accounting and Business/Management
Bunker Hill Community College 2009 — 2010
Associate of Arts (A.A.), Accounting and Business/Management
Realty Capital Securities January 2008 - Present
Self Employed April 2003 - January 2008
Crudden, Dolan & Co March 1998 - April 2003
Education
University of Massachusetts Boston 2011 — 2012
Bachelor's degree, Accounting and Business/Management
Bunker Hill Community College 2009 — 2010
Associate of Arts (A.A.), Accounting and Business/Management
Jessica Neill's Realty Capital Securities Experience September 2012 - September 2015
Job Relationship Management/National Accounts, Alternative Investments
Industry Financial Services
Experience
Realty Capital Securities September 2012 - September 2015
Realty Capital Securities July 2010 - October 2012
Kona Grill April 2010 - June 2010
Walton International Group January 2008 - June 2009
Arizona Cardinals Football Club April 2005 - April 2008
Skills
Series 7, Investments, Alternative Investments, Series 63, Sales, Business Development, Marketing, Mutual Funds, Retirement, Wealth Management, Finance, Salesforce.com, Securities, Fixed Annuities, Asset Allocation
Education
Arizona State University 2003 — 2007
BS, Journalism and Mass Communications-PR and Strategic Media
Realty Capital Securities September 2012 - September 2015
Realty Capital Securities July 2010 - October 2012
Kona Grill April 2010 - June 2010
Walton International Group January 2008 - June 2009
Arizona Cardinals Football Club April 2005 - April 2008
Skills
Series 7, Investments, Alternative Investments, Series 63, Sales, Business Development, Marketing, Mutual Funds, Retirement, Wealth Management, Finance, Salesforce.com, Securities, Fixed Annuities, Asset Allocation
Education
Arizona State University 2003 — 2007
BS, Journalism and Mass Communications-PR and Strategic Media
Christian Gabrielsen's Realty Capital Securities Experience January 2015 - Present
Job Regional Vice President at Realty Capital Securities
Industry Financial Services
Experience
Realty Capital Securities January 2015 - Present
V2V January 2014 - December 2014
Lightstone Group June 2012 - July 2013
TNP December 2010 - June 2012
Knight Capital Group October 2007 - October 2009
Lincoln Financial Distributors January 2003 - October 2007
AXA Financial October 1998 - December 2002
Fieldcrest Cannon March 1987 - August 1998
Skills
Investments, Portfolio Management, Asset Management, Financial Services, Fixed Annuities, Variable Annuities, Separately Managed..., Series 7, Series 63, Alternative Investments, Mutual Funds, Retirement Planning, Asset Allocation, Real Estate, Series 24, Marketing, Financial Analysis, Sales Management, Series 6, Retirement
Education
Harvard University 1992 — 1993
Adv.Cert., Financial Marketing
University of Vermont 1980 — 1984
B.S., Education, English
Princeton High 1976 — 1980
Realty Capital Securities January 2015 - Present
V2V January 2014 - December 2014
Lightstone Group June 2012 - July 2013
TNP December 2010 - June 2012
Knight Capital Group October 2007 - October 2009
Lincoln Financial Distributors January 2003 - October 2007
AXA Financial October 1998 - December 2002
Fieldcrest Cannon March 1987 - August 1998
Skills
Investments, Portfolio Management, Asset Management, Financial Services, Fixed Annuities, Variable Annuities, Separately Managed..., Series 7, Series 63, Alternative Investments, Mutual Funds, Retirement Planning, Asset Allocation, Real Estate, Series 24, Marketing, Financial Analysis, Sales Management, Series 6, Retirement
Education
Harvard University 1992 — 1993
Adv.Cert., Financial Marketing
University of Vermont 1980 — 1984
B.S., Education, English
Princeton High 1976 — 1980
Daniel W Thomas's Realty Capital Securities Experience November 2011 - Present
Job Regional Vice President at Realty Capital Securities
Industry Financial Services
Experience
Realty Capital Securities November 2011 - Present
Jackson National Life September 2010 - September 2011
Genworth Financial June 2007 - September 2010
RiverSource April 2004 - June 2007
Federated Investors August 2002 - April 2004
Invesco Aim November 1999 - August 2002
Charles Schwab and Co December 1994 - August 1999
Education
Ball State University - College of Business 1989 — 1993
Bachelors of Science, Marketing
Realty Capital Securities November 2011 - Present
Jackson National Life September 2010 - September 2011
Genworth Financial June 2007 - September 2010
RiverSource April 2004 - June 2007
Federated Investors August 2002 - April 2004
Invesco Aim November 1999 - August 2002
Charles Schwab and Co December 1994 - August 1999
Education
Ball State University - College of Business 1989 — 1993
Bachelors of Science, Marketing
Brandon Praznik's Realty Capital Securities Experience September 2014 - Present
Job National Product Manager
Industry Investment Management
Experience
Realty Capital Securities September 2014 - Present
Realty Capital Securities June 2012 - Present
Fidelity Investments June 2011 - June 2012
New England Financial May 2010 - September 2010
Morgan Stanley Wealth Management November 2009 - May 2010
Skills
Loans, Financial Analysis, Finance, Investments, Sales, Business Development, Series 7, Series 63, Alternative Investments, Asset Management, Investment Advisory, Retirement Planning
Education
Ohio Wesleyan University 2005 — 2009
Bachelor of Arts (BA), Economics
Realty Capital Securities September 2014 - Present
Realty Capital Securities June 2012 - Present
Fidelity Investments June 2011 - June 2012
New England Financial May 2010 - September 2010
Morgan Stanley Wealth Management November 2009 - May 2010
Skills
Loans, Financial Analysis, Finance, Investments, Sales, Business Development, Series 7, Series 63, Alternative Investments, Asset Management, Investment Advisory, Retirement Planning
Education
Ohio Wesleyan University 2005 — 2009
Bachelor of Arts (BA), Economics
Ron Rodriguez's Realty Capital Securities Experience 2012 - 2013
Job Regional VicePresident at Stadion Money Management
Industry Investment Management
Experience
Stadion Money Management February 2015 - Present
Resource Real Estate 2013 - 2014
Realty Capital Securities 2012 - 2013
Griffin Capital 2010 - 2012
SunAmerica Financial Group 2008 - 2009
The Hartford 2006 - 2008
Washington Mutual 2004 - 2006
CUNA Mutual Group 2001 - 2004
JPMorgan Chase 1996 - January 2001
Skills
Alternative Investments, Mutual Funds, Asset Allocation, Investments, Financial Advisory, Securities, Series 63, Retirement Planning, Portfolio Management, Fixed Annuities, Retirement, Series 7, Relationship Management, Strategic Financial..., 401k, Wealth Management, Financial Services, Series 24, Asset Managment, Variable Annuities, FINRA, Wealth Accumulation, Asset Management, Equities, Series 6, Finance, Uniform Combined State..., Series 65, ETFs, Liquid Alternatives, Sales Process, Territory Development, Sales Presentations, Real Estate Investment, Wholesaling, Financial Planning, Public Speaking, Investment Advisory, Investment Strategies, Investment Management, Financial Markets, Separately Managed..., Wealth Management..., Fixed Income, Wealth, IRAs, Life Insurance, Wholesale
Education
University of St. Thomas (TX) 2000 — 2001
CFP, Certified Financial Planner Certification Education Program
The University of Texas at San Antonio 1986 — 1991
Economics
San Antonio College 1984 — 1986
Economics/Political Science
Stadion Money Management February 2015 - Present
Resource Real Estate 2013 - 2014
Realty Capital Securities 2012 - 2013
Griffin Capital 2010 - 2012
SunAmerica Financial Group 2008 - 2009
The Hartford 2006 - 2008
Washington Mutual 2004 - 2006
CUNA Mutual Group 2001 - 2004
JPMorgan Chase 1996 - January 2001
Skills
Alternative Investments, Mutual Funds, Asset Allocation, Investments, Financial Advisory, Securities, Series 63, Retirement Planning, Portfolio Management, Fixed Annuities, Retirement, Series 7, Relationship Management, Strategic Financial..., 401k, Wealth Management, Financial Services, Series 24, Asset Managment, Variable Annuities, FINRA, Wealth Accumulation, Asset Management, Equities, Series 6, Finance, Uniform Combined State..., Series 65, ETFs, Liquid Alternatives, Sales Process, Territory Development, Sales Presentations, Real Estate Investment, Wholesaling, Financial Planning, Public Speaking, Investment Advisory, Investment Strategies, Investment Management, Financial Markets, Separately Managed..., Wealth Management..., Fixed Income, Wealth, IRAs, Life Insurance, Wholesale
Education
University of St. Thomas (TX) 2000 — 2001
CFP, Certified Financial Planner Certification Education Program
The University of Texas at San Antonio 1986 — 1991
Economics
San Antonio College 1984 — 1986
Economics/Political Science
Marc Perrault, CRPC®'s Realty Capital Securities Experience December 2013 - Present
Job Regional Vice President at Realty Capital Securities
Industry Financial Services
Experience
Realty Capital Securities December 2013 - Present
Columbia Management August 2010 - November 2013
John Hancock 2006 - August 2010
Signator Investors September 2005 - 2006
State Street Bank June 2002 - 2003
Skills
Annuities, Mutual Funds, Series 7, Series 63, Pensions, Securities, Retirement Planning, Series 6, Insurance, Investments, Public Speaking, Consultative Selling, Retirement, Series 66, Fixed Annuities, Life Insurance, FINRA, Financial Services, Portfolio Management, Asset Allocation, Finance
Education
Northeastern University 2000 — 2005
BSBA, Finance and Management
Realty Capital Securities December 2013 - Present
Columbia Management August 2010 - November 2013
John Hancock 2006 - August 2010
Signator Investors September 2005 - 2006
State Street Bank June 2002 - 2003
Skills
Annuities, Mutual Funds, Series 7, Series 63, Pensions, Securities, Retirement Planning, Series 6, Insurance, Investments, Public Speaking, Consultative Selling, Retirement, Series 66, Fixed Annuities, Life Insurance, FINRA, Financial Services, Portfolio Management, Asset Allocation, Finance
Education
Northeastern University 2000 — 2005
BSBA, Finance and Management
Ben Deweese's Realty Capital Securities Experience January 2014 - Present
Job AVP at Realty Capital Securities
Industry Financial Services
Experience
Realty Capital Securities January 2014 - Present
Cantor Fitzgerald January 2012 - June 2013
Esposito Securities August 2007 - January 2012
Bank of America July 2003 - August 2007
Skills
Securities, Bloomberg, Equities, Hedge Funds, Series 7, Trading, Capital Markets, Alternative Investments, Options, Portfolio Management, Asset Management, Series 63, Equity Trading, ETFs, Fixed Income, Derivatives, Electronic Trading, Series 24
Education
The University of Texas at Austin 1997 — 2002
Realty Capital Securities January 2014 - Present
Cantor Fitzgerald January 2012 - June 2013
Esposito Securities August 2007 - January 2012
Bank of America July 2003 - August 2007
Skills
Securities, Bloomberg, Equities, Hedge Funds, Series 7, Trading, Capital Markets, Alternative Investments, Options, Portfolio Management, Asset Management, Series 63, Equity Trading, ETFs, Fixed Income, Derivatives, Electronic Trading, Series 24
Education
The University of Texas at Austin 1997 — 2002
Derek Mazza's Realty Capital Securities Experience May 2012 - Present
Job Vice President at Realty Capital Securities
Industry Financial Services
Experience
Realty Capital Securities May 2012 - Present
Realty Capital Securities March 2008 - May 2012
Guardian / RS Funds August 2007 - March 2008
Boston Capital Securities Inc. August 2006 - July 2007
Fidelity Investments September 2004 - September 2006
Skills
Alternative Investments, Investments
Education
Stonehill College 2000 — 2004
Bachelor’s Degree, Economics
Austin Preparatory School 1996 — 2000
Realty Capital Securities May 2012 - Present
Realty Capital Securities March 2008 - May 2012
Guardian / RS Funds August 2007 - March 2008
Boston Capital Securities Inc. August 2006 - July 2007
Fidelity Investments September 2004 - September 2006
Skills
Alternative Investments, Investments
Education
Stonehill College 2000 — 2004
Bachelor’s Degree, Economics
Austin Preparatory School 1996 — 2000
Napoleone, John's Realty Capital Securities Experience April 2009 - Present
Job Regional Sales Rep specializing in the sales and distribution of investment products
Industry Financial Services
Experience
Realty Capital Securities April 2009 - Present
PLANCO October 2006 - April 2009
Cole Real Estate Investments 2006 - 2007
ING Funds 2004 - 2005
Skills
Series 63, Series 7, Alternative Investments
Education
Arizona State University 1998 — 2002
Realty Capital Securities April 2009 - Present
PLANCO October 2006 - April 2009
Cole Real Estate Investments 2006 - 2007
ING Funds 2004 - 2005
Skills
Series 63, Series 7, Alternative Investments
Education
Arizona State University 1998 — 2002
Jay Frank's Realty Capital Securities Experience June 2009 - Present
Job Regional Vice President at Realty Capital Securities, LLC
Industry Financial Services
Experience
Realty Capital Securities June 2009 - Present
KBS Capital Markets Group 2007 - 2009
KBS Capital Markets Group 2007 - 2008
Skills
Securities, Series 63, Series 7, Alternative Investments, Asset Managment, Investments, REIT, Series 24, Investment Advisory, Retirement Planning, BDCs, Capital Raising, Networking
Education
University of California, Santa Barbara
Business Economics w/ an emphasis in Accounting
Realty Capital Securities June 2009 - Present
KBS Capital Markets Group 2007 - 2009
KBS Capital Markets Group 2007 - 2008
Skills
Securities, Series 63, Series 7, Alternative Investments, Asset Managment, Investments, REIT, Series 24, Investment Advisory, Retirement Planning, BDCs, Capital Raising, Networking
Education
University of California, Santa Barbara
Business Economics w/ an emphasis in Accounting
Alexander McGillivary's Realty Capital Securities Experience May 2009 - June 2010
Job Private Banker
Industry Financial Services
Experience
Paso Robles Chamber of Commerce January 2014 - Present
Wells Fargo November 2012 - Present
Merill Edge June 2010 - January 2013
Realty Capital Securities May 2009 - June 2010
KBS Capital Markets Group July 2007 - May 2009
Skills
Alternative Investments, Financial Services, Internal Audit, Investments, Mutual Funds, Portfolio Management, REIT, Sales, Wealth Management, Series 7, Series 63, Banking, Asset Management, Credit, Customer Service, Financial Analysis, Retirement Planning, Securities
Education
University of California, Santa Barbara 2002 — 2006
BS, Financial Mathematics and Statistics
Paso Robles Chamber of Commerce January 2014 - Present
Wells Fargo November 2012 - Present
Merill Edge June 2010 - January 2013
Realty Capital Securities May 2009 - June 2010
KBS Capital Markets Group July 2007 - May 2009
Skills
Alternative Investments, Financial Services, Internal Audit, Investments, Mutual Funds, Portfolio Management, REIT, Sales, Wealth Management, Series 7, Series 63, Banking, Asset Management, Credit, Customer Service, Financial Analysis, Retirement Planning, Securities
Education
University of California, Santa Barbara 2002 — 2006
BS, Financial Mathematics and Statistics
J. Day Thomas's Realty Capital Securities Experience February 2015 - Present
Job IBD National Accounts Manager at Realty Capital Securities
Industry Investment Management
Experience
Realty Capital Securities February 2015 - Present
Arrow Funds March 2007 - February 2015
Rydex Investments 2000 - 2007
Washington Mutual Bank 1997 - 2000
Travelers Group 1993 - 1997
InterMedia Advertising 1990 - 1993
Ehrlich-Manes Advertising 1987 - 1990
Skills
Sales, Management, New Business Development, Investments, Negotiation, Finance, Mutual Funds, Series 7, Alternative Investments, ETFs, Series 63, Asset Allocation, Wealth Management, Asset Management, Investment Strategies, Investment Advisory, Securities, Hedge Funds, Equities, Portfolio Management, CRM, Financial Services, Risk Management, Selling, Financial Analysis, Business Development, Salesforce.com, Building Relationships, Client Presentation, Investment Management, Financial Markets, Direct Sales
Education
Texas State University-San Marcos
BA, Journalism-Advertising
Realty Capital Securities February 2015 - Present
Arrow Funds March 2007 - February 2015
Rydex Investments 2000 - 2007
Washington Mutual Bank 1997 - 2000
Travelers Group 1993 - 1997
InterMedia Advertising 1990 - 1993
Ehrlich-Manes Advertising 1987 - 1990
Skills
Sales, Management, New Business Development, Investments, Negotiation, Finance, Mutual Funds, Series 7, Alternative Investments, ETFs, Series 63, Asset Allocation, Wealth Management, Asset Management, Investment Strategies, Investment Advisory, Securities, Hedge Funds, Equities, Portfolio Management, CRM, Financial Services, Risk Management, Selling, Financial Analysis, Business Development, Salesforce.com, Building Relationships, Client Presentation, Investment Management, Financial Markets, Direct Sales
Education
Texas State University-San Marcos
BA, Journalism-Advertising
Cam Thompson's Realty Capital Securities Experience December 2011 - Present
Job Regional Vice President at Realty Capital Securities
Industry Financial Services
Experience
Realty Capital Securities December 2011 - Present
John Hancock January 2007 - December 2011
John Hancock Annuities October 2004 - January 2007
Education
Hobart and William Smith Colleges 2000 — 2004
History
Realty Capital Securities December 2011 - Present
John Hancock January 2007 - December 2011
John Hancock Annuities October 2004 - January 2007
Education
Hobart and William Smith Colleges 2000 — 2004
History
Gina Grewal's Realty Capital Securities Experience November 2012 - January 2014
Job National Accounts Director Institutional Sales, CIMA
Industry Investment Management
Experience
Realty Capital Securities November 2012 - January 2014
ING Investment Management February 2008 - November 2012
ING Funds July 2005 - February 2008
ING Funds February 2001 - July 2005
Skills
Mutual Funds, Investment Advisory, Asset Managment, Series 63, Series 7, Separately Managed..., Alternative Investments, ETFs, Equities, Investments, Relationship Management, Asset Allocation, Fixed Income, Private Equity, Strategic Financial..., Series 65
Education
Arizona State University 1991 — 1995
BS, Finance
Realty Capital Securities November 2012 - January 2014
ING Investment Management February 2008 - November 2012
ING Funds July 2005 - February 2008
ING Funds February 2001 - July 2005
Skills
Mutual Funds, Investment Advisory, Asset Managment, Series 63, Series 7, Separately Managed..., Alternative Investments, ETFs, Equities, Investments, Relationship Management, Asset Allocation, Fixed Income, Private Equity, Strategic Financial..., Series 65
Education
Arizona State University 1991 — 1995
BS, Finance
Andrew J. Martin's Realty Capital Securities Experience August 2012 - Present
Job Vice PresidentBusiness Development at Realty Capital Securities
Industry Financial Services
Experience
Realty Capital Securities August 2012 - Present
Palladian Capital Advisors November 2011 - June 2012
Behringer Harvard February 2008 - January 2011
Transwestern May 2006 - October 2007
Skills
Alternative Investments, Asset Management, Investments, Mutual Funds, Series 63, Series 7, Trading, Asset Allocation, Investment Strategies, Investment Advisory, Portfolio Management, Wealth Management, Securities, Financial Analysis, Finance, Financial Services, Sales, Business Development
Education
University of Colorado at Boulder - Leeds School of Business 2001 — 2005
BS, Finance
Franklin College- Lugano, Switzerland 2004 — 2004
International Finance
Realty Capital Securities August 2012 - Present
Palladian Capital Advisors November 2011 - June 2012
Behringer Harvard February 2008 - January 2011
Transwestern May 2006 - October 2007
Skills
Alternative Investments, Asset Management, Investments, Mutual Funds, Series 63, Series 7, Trading, Asset Allocation, Investment Strategies, Investment Advisory, Portfolio Management, Wealth Management, Securities, Financial Analysis, Finance, Financial Services, Sales, Business Development
Education
University of Colorado at Boulder - Leeds School of Business 2001 — 2005
BS, Finance
Franklin College- Lugano, Switzerland 2004 — 2004
International Finance
Meredith Babine's Realty Capital Securities Experience February 2010 - January 2011
Job Rollover Education Operations Consultant at John Hancock
Industry Financial Services
Experience
John Hancock Financial Services May 2014 - December 2014
John Hancock Financial Services March 2011 - May 2014
Realty Capital Securities February 2010 - January 2011
Fidelity Investments (IWS) January 2008 - December 2008
Skills
Financial Services, Operations Management, Project Management, Business Analysis, Process Flow, 401k, Retirement Planning, REIT, Series 7, Private Client Services, Series 63, Mutual Funds, Retirement, Wealth Management, IRAs, Alternative Investments
Education
University of Pennsylvania - The Wharton School
Retirement Plans
Simmons College 2005 — 2007
B.A., Management/Finance
McGill University 2003 — 2005
Finance, General
John Hancock Financial Services May 2014 - December 2014
John Hancock Financial Services March 2011 - May 2014
Realty Capital Securities February 2010 - January 2011
Fidelity Investments (IWS) January 2008 - December 2008
Skills
Financial Services, Operations Management, Project Management, Business Analysis, Process Flow, 401k, Retirement Planning, REIT, Series 7, Private Client Services, Series 63, Mutual Funds, Retirement, Wealth Management, IRAs, Alternative Investments
Education
University of Pennsylvania - The Wharton School
Retirement Plans
Simmons College 2005 — 2007
B.A., Management/Finance
McGill University 2003 — 2005
Finance, General
Christopher Lundberg's Realty Capital Securities Experience 2009 - 2012
Job Independent BD/RIA Wholesale Distribution Experience
Industry Financial Services
Experience
A financial services company 2015 - Present
Allstate Financial Services, LLC 2014 - 2015
Diversified Residential Group, LLC / ARI Financial Services 2013 - 2013
Realty Capital Securities 2009 - 2012
KBS Realty Advisors 2007 - 2009
MetLife Investors 2004 - 2007
Skills
Series 7, Series 63, Retirement Planning, Series 24, Investments, Fixed Annuities, Long-term Care, Indexed Annuities, REITs, Series 6, Variable Annuities, Sales Management, Life Insurance, Mutual Funds, Asset Allocation, New Business Development, Sales Logix, Salesforce.com, Business Development, Compass, Cold Calling, Strategic Planning, Sales Operations, Sales, B2B, C Level Selling, Marketing, WebEx, Account Management, Separately Managed..., Retirement
Education
Bucknell University 1999 — 2003
BSBA, Business Management
A financial services company 2015 - Present
Allstate Financial Services, LLC 2014 - 2015
Diversified Residential Group, LLC / ARI Financial Services 2013 - 2013
Realty Capital Securities 2009 - 2012
KBS Realty Advisors 2007 - 2009
MetLife Investors 2004 - 2007
Skills
Series 7, Series 63, Retirement Planning, Series 24, Investments, Fixed Annuities, Long-term Care, Indexed Annuities, REITs, Series 6, Variable Annuities, Sales Management, Life Insurance, Mutual Funds, Asset Allocation, New Business Development, Sales Logix, Salesforce.com, Business Development, Compass, Cold Calling, Strategic Planning, Sales Operations, Sales, B2B, C Level Selling, Marketing, WebEx, Account Management, Separately Managed..., Retirement
Education
Bucknell University 1999 — 2003
BSBA, Business Management
Jim Mulligan's Realty Capital Securities Experience April 2008 - Present
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
Aerin Sizelove's Realty Capital Securities Experience January 2010 - Present
Job at
Industry Financial Services
Experience
AIG January 2015 - Present
Eaze (eazeup.com) November 2014 - Present
Realty Capital Securities January 2010 - Present
Burrill & Company January 2012 - February 2012
Nestlé Nespresso S.A. September 2009 - January 2010
DCM March 2009 - September 2009
Inland Securities January 2006 - July 2009
Direct Dialogue Fundraising April 2004 - December 2005
Symmetry June 2003 - January 2004
East Bank Club January 2001 - January 2004
Skills
Customer Service, Microsoft Office, Administration, Scheduling, Cold Calling, Fundraising, Conferences, AutoCAD, Word, Excel, Research, Supervisory Skills, Outlook, PowerPoint, Event Management, Administrative Support, Data Entry, Telephone Skills, Event Planning, Photoshop, Retail, Microsoft Word, Microsoft Excel, Process Scheduler, Management, Project Management, Leadership, Office Management, Time Management, Social Networking, Marketing, Public Speaking, Nonprofits, Office Administration, Access, Facebook
Education
Illinois Institute of Art 2000 — 2003
BFA, Interior Design
Illinois Institute of Art 2000 — 2003
Bachelor of Fine Arts, Interior Design
Illinois Institute of Art 2000 — 2003
Bachelor of Fine Arts, Interior Design
AIG January 2015 - Present
Eaze (eazeup.com) November 2014 - Present
Realty Capital Securities January 2010 - Present
Burrill & Company January 2012 - February 2012
Nestlé Nespresso S.A. September 2009 - January 2010
DCM March 2009 - September 2009
Inland Securities January 2006 - July 2009
Direct Dialogue Fundraising April 2004 - December 2005
Symmetry June 2003 - January 2004
East Bank Club January 2001 - January 2004
Skills
Customer Service, Microsoft Office, Administration, Scheduling, Cold Calling, Fundraising, Conferences, AutoCAD, Word, Excel, Research, Supervisory Skills, Outlook, PowerPoint, Event Management, Administrative Support, Data Entry, Telephone Skills, Event Planning, Photoshop, Retail, Microsoft Word, Microsoft Excel, Process Scheduler, Management, Project Management, Leadership, Office Management, Time Management, Social Networking, Marketing, Public Speaking, Nonprofits, Office Administration, Access, Facebook
Education
Illinois Institute of Art 2000 — 2003
BFA, Interior Design
Illinois Institute of Art 2000 — 2003
Bachelor of Fine Arts, Interior Design
Illinois Institute of Art 2000 — 2003
Bachelor of Fine Arts, Interior Design
Thomas Marks's Realty Capital Securities Experience October 2010 - December 2011
Job Financial Services The Piedmont Group of Atlanta, LLC
Industry Financial Services
Experience
The Piedmont Group of Atlanta, LLC May 2013 - Present
Marks Financial Solutions, LLC December 2011 - May 2013
Realty Capital Securities October 2010 - December 2011
Lincoln Financial Distributors 2002 - 2010
The Hartford 2000 - 2002
J C Bradford 2000 - 2000
Skills
Retirement, Investments, Estate Planning, Retirement Planning, Insurance, Alternative Investments, Securities, Financial Planners, Long-term Care, 401k, Disability Insurance, Wealth Management, Asset Management, Mutual Funds, Series 7, Series 65, Investment Advisory, Asset Allocation, FINRA, Asset Managment, Fixed Income, Key Man Insurance, Deferred Compensation, Business Strategy, Business Planning, Financial Planning
Education
University of Tennessee-Knoxville - College of Business Administration 1986 — 1990
Bachelor's degree, Finance, General
University of Tennessee-Knoxville
The Piedmont Group of Atlanta, LLC May 2013 - Present
Marks Financial Solutions, LLC December 2011 - May 2013
Realty Capital Securities October 2010 - December 2011
Lincoln Financial Distributors 2002 - 2010
The Hartford 2000 - 2002
J C Bradford 2000 - 2000
Skills
Retirement, Investments, Estate Planning, Retirement Planning, Insurance, Alternative Investments, Securities, Financial Planners, Long-term Care, 401k, Disability Insurance, Wealth Management, Asset Management, Mutual Funds, Series 7, Series 65, Investment Advisory, Asset Allocation, FINRA, Asset Managment, Fixed Income, Key Man Insurance, Deferred Compensation, Business Strategy, Business Planning, Financial Planning
Education
University of Tennessee-Knoxville - College of Business Administration 1986 — 1990
Bachelor's degree, Finance, General
University of Tennessee-Knoxville
Robert Burnett's Realty Capital Securities Experience October 2012 - December 2013
Job National Sales Director at Chickasaw Capital Management, LLC
Industry Financial Services
Experience
Chickasaw Capital Management, LLC September 2015 - Present
Self Employeed- Capital Markets January 2014 - August 2015
Realty Capital Securities October 2012 - December 2013
MetLife November 2009 - October 2012
MetLife October 2006 - November 2009
MetLife October 2000 - October 2006
Skills
Variable Annuities, Sales, Sales Presentations, Business Strategy, Series 63, Retirement, Fixed Annuities, Investment Strategies, Series 6, Series 7, Mutual Funds, Series 24, Life Insurance, Retirement Planning, FINRA, Insurance, Series 65, Wealth Management, Investments, 401k, Financial Services, Asset Allocation, Financial Planning, Securities, Alternative Investments
Education
Saint Leo University
Chickasaw Capital Management, LLC September 2015 - Present
Self Employeed- Capital Markets January 2014 - August 2015
Realty Capital Securities October 2012 - December 2013
MetLife November 2009 - October 2012
MetLife October 2006 - November 2009
MetLife October 2000 - October 2006
Skills
Variable Annuities, Sales, Sales Presentations, Business Strategy, Series 63, Retirement, Fixed Annuities, Investment Strategies, Series 6, Series 7, Mutual Funds, Series 24, Life Insurance, Retirement Planning, FINRA, Insurance, Series 65, Wealth Management, Investments, 401k, Financial Services, Asset Allocation, Financial Planning, Securities, Alternative Investments
Education
Saint Leo University
Ian McElreath's Realty Capital Securities Experience June 2009 - Present
Job Regional Vice President
Industry Financial Services
Experience
Realty Capital Securities June 2009 - Present
KBS Capital Markets Group 2007 - 2009
Education
University of San Diego 1998 — 2002
Business Administration, Finance
Realty Capital Securities June 2009 - Present
KBS Capital Markets Group 2007 - 2009
Education
University of San Diego 1998 — 2002
Business Administration, Finance
Jennifer Round's Realty Capital Securities Experience December 2014 - Present
Job
Industry Financial Services
Experience
Realty Capital Securities December 2014 - Present
Skills
Series 7, Series 24, Mutual Funds
Education
New England Law Boston 2004 — 2008
J.D.
University of New Hampshire 1994 — 1998
B.S.
Realty Capital Securities December 2014 - Present
Skills
Series 7, Series 24, Mutual Funds
Education
New England Law Boston 2004 — 2008
J.D.
University of New Hampshire 1994 — 1998
B.S.
Alex MacGillivray's Realty Capital Securities Experience June 2009 - April 2015
Job Principal and Owner
Industry Financial Services
Experience
Realty Capital Securities June 2009 - April 2015
RC Securities, Inc. 2009 - 2010
Prudential Annuities 2006 - 2009
Prudential Financial January 2006 - December 2008
Prudential 2006 - 2008
Lincoln Financial Group 2004 - 2006
Lincoln Financial Distributors 2003 - 2006
Equitable Distributors 2000 - 2002
AXA Distributors 1997 - 2002
AXA/Equitable 1996 - 2002
Skills
Series 24, Licensing, Fixed Annuities, Series 7, Series 63, Insurance, Investment Advisory, Alternative Investments, Mutual Funds, Organizational..., Mergers, Series 6, Asset Managment, Investments, Health Insurance, Wealth Management, Retirement, Retirement Planning, Asset Allocation, Customer Service, Sales, Securities, Financial Services
Education
Creighton University 1979 — 1983
BA, Psychology
Realty Capital Securities June 2009 - April 2015
RC Securities, Inc. 2009 - 2010
Prudential Annuities 2006 - 2009
Prudential Financial January 2006 - December 2008
Prudential 2006 - 2008
Lincoln Financial Group 2004 - 2006
Lincoln Financial Distributors 2003 - 2006
Equitable Distributors 2000 - 2002
AXA Distributors 1997 - 2002
AXA/Equitable 1996 - 2002
Skills
Series 24, Licensing, Fixed Annuities, Series 7, Series 63, Insurance, Investment Advisory, Alternative Investments, Mutual Funds, Organizational..., Mergers, Series 6, Asset Managment, Investments, Health Insurance, Wealth Management, Retirement, Retirement Planning, Asset Allocation, Customer Service, Sales, Securities, Financial Services
Education
Creighton University 1979 — 1983
BA, Psychology
Scott Botsford's Realty Capital Securities Experience June 2009 - July 2011
Job Director of Acquistions & Asset Mgmt
Industry Real Estate
Experience
Dornin Investment Group April 2012 - Present
Realty Capital Securities June 2009 - July 2011
KBS Capital Markets Group September 2007 - May 2009
Trust Company of the West May 2006 - August 2007
Education
USC 2002 — 2006
Dornin Investment Group April 2012 - Present
Realty Capital Securities June 2009 - July 2011
KBS Capital Markets Group September 2007 - May 2009
Trust Company of the West May 2006 - August 2007
Education
USC 2002 — 2006
Thomas Keeney's Realty Capital Securities Experience November 2013 - Present
Job Senior Accountant at Realty Capital Securities, LLC
Industry Accounting
Experience
Realty Capital Securities November 2013 - Present
Skills
Financial Reporting, Accounting, Internal Controls, US GAAP, Auditing, Financial Analysis, Sarbanes-Oxley, Financial Statements, Finance, Financial Accounting, PeopleSoft, Internal Audit, Sarbanes-Oxley Act, nVision
Education
Cardinal O'Hara HS
Penn State University
B.S., Accounting
Realty Capital Securities November 2013 - Present
Skills
Financial Reporting, Accounting, Internal Controls, US GAAP, Auditing, Financial Analysis, Sarbanes-Oxley, Financial Statements, Finance, Financial Accounting, PeopleSoft, Internal Audit, Sarbanes-Oxley Act, nVision
Education
Cardinal O'Hara HS
Penn State University
B.S., Accounting
Robert Annable's Realty Capital Securities Experience June 2010 - June 2014
Job Partner Wealth Advisor at Wealth Strategies Advisory Group
Industry Investment Management
Experience
Wealth Strategies Advisory Group June 2014 - Present
Realty Capital Securities June 2010 - June 2014
Wealth Strategies Advisory Group January 2002 - June 2010
Skills
Series 63, Series 7, Securities, Alternative Investments, Mutual Funds, Series 24, Investments, Retirement Planning, Retirement, Wealth Management, FINRA, Investment Strategies, Asset Allocation, Fixed Annuities, Asset Management, Investment Management, Financial Services, Insurance, Investment Banking, Finance, Variable Annuities, Fixed Income, Life Insurance, Private Placements, Real Estate, Wealth Management..., Series 6, Investment Advisory, Financial Advisory
Education
Arizona State University 2007 — 2010
Bachelor of Science (BS), Finance, International Business Certificate
Arizona State University, W. P. Carey School of Business 2007 — 2010
Bachelor of Science (BS), Finance, International Business Certificate
Wealth Strategies Advisory Group June 2014 - Present
Realty Capital Securities June 2010 - June 2014
Wealth Strategies Advisory Group January 2002 - June 2010
Skills
Series 63, Series 7, Securities, Alternative Investments, Mutual Funds, Series 24, Investments, Retirement Planning, Retirement, Wealth Management, FINRA, Investment Strategies, Asset Allocation, Fixed Annuities, Asset Management, Investment Management, Financial Services, Insurance, Investment Banking, Finance, Variable Annuities, Fixed Income, Life Insurance, Private Placements, Real Estate, Wealth Management..., Series 6, Investment Advisory, Financial Advisory
Education
Arizona State University 2007 — 2010
Bachelor of Science (BS), Finance, International Business Certificate
Arizona State University, W. P. Carey School of Business 2007 — 2010
Bachelor of Science (BS), Finance, International Business Certificate
Nicole Park's Realty Capital Securities Experience 2012 - 2013
Job AIG Financial Distributors
Industry Financial Services
Experience
AIG Financial Distributors January 2014 - Present
Realty Capital Securities 2012 - 2013
Samsung Electro Mechanics May 2011 - October 2012
LG Hausys June 2010 - May 2011
AIG SunAmerica Retirement Markets, Inc April 2007 - October 2008
Skills
Management, Sales, Sales Management, Customer Service, Sales Operations, Business Analysis, Microsoft Excel, New Business Development, Manufacturing, Insurance, Product Marketing, Account Management
Education
University of California, Riverside 2002 — 2006
BA, Sociology
bachelors degree
AIG Financial Distributors January 2014 - Present
Realty Capital Securities 2012 - 2013
Samsung Electro Mechanics May 2011 - October 2012
LG Hausys June 2010 - May 2011
AIG SunAmerica Retirement Markets, Inc April 2007 - October 2008
Skills
Management, Sales, Sales Management, Customer Service, Sales Operations, Business Analysis, Microsoft Excel, New Business Development, Manufacturing, Insurance, Product Marketing, Account Management
Education
University of California, Riverside 2002 — 2006
BA, Sociology
bachelors degree
Justin Rice's Realty Capital Securities Experience March 2015 - August 2015
Job Finance and Real Estate Professional
Industry Financial Services
Experience
Realty Capital Securities March 2015 - August 2015
Behringer Securities February 2013 - March 2015
Merion Realty Management August 2011 - October 2012
Real Estate Brokerage - Self Employed May 2010 - August 2011
Avanta Management Group June 2009 - May 2010
Trends Capital January 2008 - July 2008
Avanta Management Group - Formerly Elite Team Realty December 2005 - December 2007
Holcomb Schubert Investment Corp May 2004 - August 2004
Skills
Series 7, Series 63, Alternative Investments, Wholesale, Business Development, Sales, Selling, Sellers, Acquisitions, Investment Properties, Real Estate, Property, Leases, Investments, Closed-end Funds, REIT, CLO, Energy, 1031 Exchanges, Limited Partnerships, Private Investment, Corporate Credit, BDCs, Property Management, Management, Due Diligence, Contract Negotiation, Real Estate Transactions, Argus Modeling
Education
Texas Tech University - Rawls College of Business 2000 — 2005
BA, Finance and Real Estate
Texas Tech University - Rawls College of Business
Bachelor's degree, Finance, General
Realty Capital Securities March 2015 - August 2015
Behringer Securities February 2013 - March 2015
Merion Realty Management August 2011 - October 2012
Real Estate Brokerage - Self Employed May 2010 - August 2011
Avanta Management Group June 2009 - May 2010
Trends Capital January 2008 - July 2008
Avanta Management Group - Formerly Elite Team Realty December 2005 - December 2007
Holcomb Schubert Investment Corp May 2004 - August 2004
Skills
Series 7, Series 63, Alternative Investments, Wholesale, Business Development, Sales, Selling, Sellers, Acquisitions, Investment Properties, Real Estate, Property, Leases, Investments, Closed-end Funds, REIT, CLO, Energy, 1031 Exchanges, Limited Partnerships, Private Investment, Corporate Credit, BDCs, Property Management, Management, Due Diligence, Contract Negotiation, Real Estate Transactions, Argus Modeling
Education
Texas Tech University - Rawls College of Business 2000 — 2005
BA, Finance and Real Estate
Texas Tech University - Rawls College of Business
Bachelor's degree, Finance, General
Jeff Kinney's Realty Capital Securities Experience June 2009 - Present
Job SVP Central Regional Sales Manager at Realty Capital Securities
Industry Real Estate
Experience
Realty Capital Securities June 2009 - Present
Skills
Investments, Series 7, Asset Management, Selling, Alternative Investments, Series 63, Real Estate, Sales Management, Finance, Financial Services, Strategic Planning
Education
University of Illinois at Urbana-Champaign 1988 — 1993
Kinesiology
Realty Capital Securities June 2009 - Present
Skills
Investments, Series 7, Asset Management, Selling, Alternative Investments, Series 63, Real Estate, Sales Management, Finance, Financial Services, Strategic Planning
Education
University of Illinois at Urbana-Champaign 1988 — 1993
Kinesiology
Andy Raney's Realty Capital Securities Experience August 2012 - Present
Job Regional Vice President at Realty Capital Securities
Industry Financial Services
Experience
Realty Capital Securities August 2012 - Present
Jackson National Life 2010 - August 2012
Keller Williams Realty DTC 2010 - January 2012
"kART Across America" January 2008 - January 2009
Curian Capital 2005 - 2008
Skills
Investments, Annuities, Series 7, Mutual Funds, 401k, CFS, Real Estate License, Life Insurance, BDCs, REITs, Non-Traded Investments, Fixed Annuities, Financial Advisory, Alternative Investments, Separately Managed..., Series 6, Retirement, REIT, Asset Allocation, Retirement Planning, Series 63, Finance
Education
Stetson University 2001 — 2005
BS, Business
Cherry Creek High School 1998 — 2001
Realty Capital Securities August 2012 - Present
Jackson National Life 2010 - August 2012
Keller Williams Realty DTC 2010 - January 2012
"kART Across America" January 2008 - January 2009
Curian Capital 2005 - 2008
Skills
Investments, Annuities, Series 7, Mutual Funds, 401k, CFS, Real Estate License, Life Insurance, BDCs, REITs, Non-Traded Investments, Fixed Annuities, Financial Advisory, Alternative Investments, Separately Managed..., Series 6, Retirement, REIT, Asset Allocation, Retirement Planning, Series 63, Finance
Education
Stetson University 2001 — 2005
BS, Business
Cherry Creek High School 1998 — 2001
Daneale Erickson's Realty Capital Securities Experience May 2014 - Present
Job Administrative Assistant at Realty Capital Securities
Industry Legal Services
Experience
Realty Capital Securities May 2014 - Present
Mandelbaum Salsburg August 2010 - May 2014
Mandelbaum Salsburg June 2009 - August 2010
Skills
Microsoft Office, Adobe Acrobat, Legal Writing, Criminal Law, Personal Injury, Research, Real Estate, Legal Documents, PowerPoint, Microsoft Word, Microsoft Excel, Administrative..., Office Management, Data Entry, Spreadsheets, Office Administration, Outlook, Telephone Skills, Management, Proofreading, Administrative...
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelor of the Arts, History
Realty Capital Securities May 2014 - Present
Mandelbaum Salsburg August 2010 - May 2014
Mandelbaum Salsburg June 2009 - August 2010
Skills
Microsoft Office, Adobe Acrobat, Legal Writing, Criminal Law, Personal Injury, Research, Real Estate, Legal Documents, PowerPoint, Microsoft Word, Microsoft Excel, Administrative..., Office Management, Data Entry, Spreadsheets, Office Administration, Outlook, Telephone Skills, Management, Proofreading, Administrative...
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelor of the Arts, History
Shain Andrews's Realty Capital Securities Experience January 2008 - August 2008
Job Senior Account Executive at IHS
Industry Information Technology and Services
Experience
IHS June 2015 - Present
United Realty Advisors LP April 2013 - October 2014
1st Liberty Capital Group January 2012 - March 2013
W. P. Carey & Co. LLC September 2008 - January 2012
Realty Capital Securities January 2008 - August 2008
Boston Capital March 1999 - May 2007
Putnam Investments September 1997 - March 1999
Skills
Investments, Series 7, Alternative Investments, Series 63, Real Estate, Securities, Wholesaling, Series 24, Investment Properties, Wholesale, Selling, Financial Advisory, Asset Allocation, Start-ups, Management, Wealth Management, Financial Services, Sales
Education
Bentley University 1994 — 1997
Bachelor's Degree, Finance
IHS June 2015 - Present
United Realty Advisors LP April 2013 - October 2014
1st Liberty Capital Group January 2012 - March 2013
W. P. Carey & Co. LLC September 2008 - January 2012
Realty Capital Securities January 2008 - August 2008
Boston Capital March 1999 - May 2007
Putnam Investments September 1997 - March 1999
Skills
Investments, Series 7, Alternative Investments, Series 63, Real Estate, Securities, Wholesaling, Series 24, Investment Properties, Wholesale, Selling, Financial Advisory, Asset Allocation, Start-ups, Management, Wealth Management, Financial Services, Sales
Education
Bentley University 1994 — 1997
Bachelor's Degree, Finance
Matthew Patrick's Realty Capital Securities Experience October 2009 - Present
Job Assistant Vice President at Realty Capital Securities
Industry Financial Services
Experience
Realty Capital Securities October 2009 - Present
UBS June 2007 - October 2009
Skills
Alternative Investments, Securities, Asset Allocation, Investments, Mutual Funds, Equities, FINRA, Fixed Income, Bloomberg, Asset Management, Investment Advisory, Series 24, Investment Strategies, Wealth Management, Uniform Combined State...
Education
Ohio Wesleyan University
Realty Capital Securities October 2009 - Present
UBS June 2007 - October 2009
Skills
Alternative Investments, Securities, Asset Allocation, Investments, Mutual Funds, Equities, FINRA, Fixed Income, Bloomberg, Asset Management, Investment Advisory, Series 24, Investment Strategies, Wealth Management, Uniform Combined State...
Education
Ohio Wesleyan University
Ted Nation's Realty Capital Securities Experience November 2007 - Present
Job RVP at Realty Capital Securities
Industry Financial Services
Experience
Realty Capital Securities November 2007 - Present
Boston Capital 1988 - 2007
Boston Capital 1988 - 2007
Skills
Series 7, Series 63, Alternative Investments, Mutual Funds, Series 24, Securities, Investments, Asset Management, REIT, Separately Managed..., Investment Advisory, Variable Annuities, Risk Management, Retirement Planning, Asset Allocation, Investment Strategies
Education
Southern Illinois University, Carbondale
Realty Capital Securities November 2007 - Present
Boston Capital 1988 - 2007
Boston Capital 1988 - 2007
Skills
Series 7, Series 63, Alternative Investments, Mutual Funds, Series 24, Securities, Investments, Asset Management, REIT, Separately Managed..., Investment Advisory, Variable Annuities, Risk Management, Retirement Planning, Asset Allocation, Investment Strategies
Education
Southern Illinois University, Carbondale
Dustin Latham, CFA, CAIA's Realty Capital Securities Experience August 2015 - Present
Job at
Industry Financial Services
Experience
Realty Capital Securities August 2015 - Present
Realty Capital Securities August 2014 - July 2015
John Hancock January 2013 - August 2014
John Hancock Funds June 2011 - January 2013
Wells Fargo Advantage Funds 2010 - 2011
Putnam Investments June 2008 - March 2009
American Satellite & Entertainment, Inc. June 2004 - June 2008
Vector Marketing June 2005 - September 2005
Skills
Mutual Funds, Series 7, Alternative Investments, Asset Allocation, Investments, Equities, Asset Managment, Securities, Wealth Management, Financial Analysis, Financial Modeling, Microsoft Excel, Account Management, New Business Development, Customer Service, Hedge Funds, Asset Management
Education
Southern New Hampshire University 2009 — 2012
Masters, Finance
Southern New Hampshire University 2005 — 2009
B.S., International Business
Griffith University 2007 — 2007
Semester Abroad, International Business
MVHS
Realty Capital Securities August 2015 - Present
Realty Capital Securities August 2014 - July 2015
John Hancock January 2013 - August 2014
John Hancock Funds June 2011 - January 2013
Wells Fargo Advantage Funds 2010 - 2011
Putnam Investments June 2008 - March 2009
American Satellite & Entertainment, Inc. June 2004 - June 2008
Vector Marketing June 2005 - September 2005
Skills
Mutual Funds, Series 7, Alternative Investments, Asset Allocation, Investments, Equities, Asset Managment, Securities, Wealth Management, Financial Analysis, Financial Modeling, Microsoft Excel, Account Management, New Business Development, Customer Service, Hedge Funds, Asset Management
Education
Southern New Hampshire University 2009 — 2012
Masters, Finance
Southern New Hampshire University 2005 — 2009
B.S., International Business
Griffith University 2007 — 2007
Semester Abroad, International Business
MVHS
Jessalynn Hudgins's Realty Capital Securities Experience October 2014 - Present
Job Executive Assistant to CEO
Industry Financial Services
Experience
Realty Capital Securities October 2014 - Present
Santander Bank, N.A. October 2012 - April 2013
Santander Bank, N.A. October 2010 - October 2012
Skills
Grant Writing, Fundraising, Accounting, Accounts Payable, Accounts Receivable, Access, Cost Accounting, Financial Analysis, Corporate Finance, Financial Reporting, Sales, Sales Presentations, Property & Casualty..., Term Life Insurance, Insurance, Banking, Retail Banking, Retaining Customers, Cross Selling, Cultural Awareness, Cultural Diversity, Microfinance, Microsoft Office, Office Administration, Finance, Commercial Lending, Customer Retention, Financial Risk, Investments, Loans, Management, Customer Service, Commercial Banking, Credit, Training, Outlook, Building Relationships, Microsoft Excel, Forecasting, Time Management, Data Analysis, Account Reconciliation, Leadership, Life Insurance, Cash Flow, Deposits, Auditing, Credit Cards, Small Business, Lines Of Credit
Education
Bentley University 2003 — 2007
Attended for BS in Corporate Finance and Accounting, Minor in International Business
Fitchburg State College 2002 — 2003
Dual Enrollment HS Program
Rouen Business School / ESC Rouen
Semester of Study Abroad, International Business
Realty Capital Securities October 2014 - Present
Santander Bank, N.A. October 2012 - April 2013
Santander Bank, N.A. October 2010 - October 2012
Skills
Grant Writing, Fundraising, Accounting, Accounts Payable, Accounts Receivable, Access, Cost Accounting, Financial Analysis, Corporate Finance, Financial Reporting, Sales, Sales Presentations, Property & Casualty..., Term Life Insurance, Insurance, Banking, Retail Banking, Retaining Customers, Cross Selling, Cultural Awareness, Cultural Diversity, Microfinance, Microsoft Office, Office Administration, Finance, Commercial Lending, Customer Retention, Financial Risk, Investments, Loans, Management, Customer Service, Commercial Banking, Credit, Training, Outlook, Building Relationships, Microsoft Excel, Forecasting, Time Management, Data Analysis, Account Reconciliation, Leadership, Life Insurance, Cash Flow, Deposits, Auditing, Credit Cards, Small Business, Lines Of Credit
Education
Bentley University 2003 — 2007
Attended for BS in Corporate Finance and Accounting, Minor in International Business
Fitchburg State College 2002 — 2003
Dual Enrollment HS Program
Rouen Business School / ESC Rouen
Semester of Study Abroad, International Business
Justin DiRito's Realty Capital Securities Experience April 2015 - Present
Job Internal wholesaler
Industry Financial Services
Experience
Realty Capital Securities April 2015 - Present
Boston Capital June 2005 - March 2015
Skills
Asset Managment, Valuation, Investments
Education
Quincy College 2004 — 2008
Business management
Sacred heart highscool
Realty Capital Securities April 2015 - Present
Boston Capital June 2005 - March 2015
Skills
Asset Managment, Valuation, Investments
Education
Quincy College 2004 — 2008
Business management
Sacred heart highscool
Jonathan Knowlton's Realty Capital Securities Experience May 2010 - Present
Job Vice President of Business Development at Realty Capital Securities
Industry Financial Services
Experience
Realty Capital Securities May 2010 - Present
Grubb & Ellis January 2008 - May 2010
Triple Net Properties April 2006 - January 2008
Pacific Life January 2005 - April 2006
Skills
Microsoft Excel, Series 7, Series 63, Alternative Investments, Securities, REIT, 1031 Exchanges, FINRA
Education
California State Polytechnic University-Pomona 1999 — 2004
Bachelor of Science (BS), Finance, Real Estate, & Law
Realty Capital Securities May 2010 - Present
Grubb & Ellis January 2008 - May 2010
Triple Net Properties April 2006 - January 2008
Pacific Life January 2005 - April 2006
Skills
Microsoft Excel, Series 7, Series 63, Alternative Investments, Securities, REIT, 1031 Exchanges, FINRA
Education
California State Polytechnic University-Pomona 1999 — 2004
Bachelor of Science (BS), Finance, Real Estate, & Law
Chuck Martin, CIMA's Realty Capital Securities Experience September 2009 - September 2010
Job Senior Sales Executive at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company June 2014 - Present
MassMutual Financial Group November 2011 - October 2013
Realty Capital Securities September 2009 - September 2010
Prudential Financial June 2006 - October 2008
AXA Distributors October 1996 - June 2006
Skills
Wholesaling, Series 63, Series 7, Annuities, Mutual Funds, Series 24, CIMA, Wholesale, Investments, Fixed Annuities, Retirement, Retirement Planning, Series 65, Insurance, Alternative Investments, 401k Rollovers, Separately Managed..., Investment Management, Investment Advisory, Financial Services, Wealth Management, Leadership, Long Term Care Insurance, 401k, Strategic Financial..., Bonds, Series 6, Term Life Insurance, Wealth Management..., Financial Advisory, Uniform Combined State..., IRAs, Defined Benefit, FINRA, Pensions, Securities, Asset Management, Relationship Management, Variable Annuities, Long-term Care, ETFs, Financial Planners, Investment Strategies, Hedge Funds, Asset Allocation, Equities, Life Insurance, Fixed Income, Estate Planning, Disability Insurance
Education
Wharton School of Business 2004 — 2004
CIMA
The University of Georgia 1981 — 1985
BS, Agricultural Economics
ALPS, A DST Company June 2014 - Present
MassMutual Financial Group November 2011 - October 2013
Realty Capital Securities September 2009 - September 2010
Prudential Financial June 2006 - October 2008
AXA Distributors October 1996 - June 2006
Skills
Wholesaling, Series 63, Series 7, Annuities, Mutual Funds, Series 24, CIMA, Wholesale, Investments, Fixed Annuities, Retirement, Retirement Planning, Series 65, Insurance, Alternative Investments, 401k Rollovers, Separately Managed..., Investment Management, Investment Advisory, Financial Services, Wealth Management, Leadership, Long Term Care Insurance, 401k, Strategic Financial..., Bonds, Series 6, Term Life Insurance, Wealth Management..., Financial Advisory, Uniform Combined State..., IRAs, Defined Benefit, FINRA, Pensions, Securities, Asset Management, Relationship Management, Variable Annuities, Long-term Care, ETFs, Financial Planners, Investment Strategies, Hedge Funds, Asset Allocation, Equities, Life Insurance, Fixed Income, Estate Planning, Disability Insurance
Education
Wharton School of Business 2004 — 2004
CIMA
The University of Georgia 1981 — 1985
BS, Agricultural Economics
Sam Bhushan's Realty Capital Securities Experience October 2014 - Present
Job Regional Vice President at Realty Capital Securities
Industry Financial Services
Experience
Realty Capital Securities October 2014 - Present
Skills
Investments, Investment Properties, Alternative Investments, Real Estate, Portfolio Management, Real Estate Financing, Acquisitions, Real Estate Economics, Wealth Management, Equities
Education
Cal State Fullerton
MBA
University of California, Irvine
BA, Social Science
Realty Capital Securities October 2014 - Present
Skills
Investments, Investment Properties, Alternative Investments, Real Estate, Portfolio Management, Real Estate Financing, Acquisitions, Real Estate Economics, Wealth Management, Equities
Education
Cal State Fullerton
MBA
University of California, Irvine
BA, Social Science
Guillermo Nodarse's Realty Capital Securities Experience March 2013 - Present
Job Regional Vice President
Industry Wholesale
Experience
Realty Capital Securities March 2013 - Present
Transamerica Capital April 2009 - October 2010
MetLife Investors January 2002 - March 2009
Education
Stanford University 1977 — 1981
BA, Economics & Political Science
Realty Capital Securities March 2013 - Present
Transamerica Capital April 2009 - October 2010
MetLife Investors January 2002 - March 2009
Education
Stanford University 1977 — 1981
BA, Economics & Political Science
Cayla Poteete's Realty Capital Securities Experience July 2012 - May 2013
Job Associate Health Scientist at Cardno Chemrisk
Industry Research
Experience
Cardno Chemrisk June 2015 - Present
Centers for Disease Control and Prevention October 2014 - May 2015
Cox Enterprises January 2014 - May 2015
Cardno ChemRisk June 2014 - August 2014
Realty Capital Securities July 2012 - May 2013
Center for Social Philanthropy at Tellus Institute January 2012 - June 2012
United Nations Environment Programme October 2011 - December 2011
Boston University May 2011 - August 2011
Boston Medical Center May 2011 - August 2011
Skills
Environmental Health, Epidemiology, Environmental..., Research, SAS programming, Analysis, Data Analysis, Environmental Science, ArcGIS, GIS, SharePoint, Sustainability, Corporate Social..., Recycling, Google Apps, Microsoft Office
Education
Emory University 2013 — 2015
MSPH, Environmental Health and Epidemiology
Boston University 2008 — 2012
B.A., Environmental Science
Cardno Chemrisk June 2015 - Present
Centers for Disease Control and Prevention October 2014 - May 2015
Cox Enterprises January 2014 - May 2015
Cardno ChemRisk June 2014 - August 2014
Realty Capital Securities July 2012 - May 2013
Center for Social Philanthropy at Tellus Institute January 2012 - June 2012
United Nations Environment Programme October 2011 - December 2011
Boston University May 2011 - August 2011
Boston Medical Center May 2011 - August 2011
Skills
Environmental Health, Epidemiology, Environmental..., Research, SAS programming, Analysis, Data Analysis, Environmental Science, ArcGIS, GIS, SharePoint, Sustainability, Corporate Social..., Recycling, Google Apps, Microsoft Office
Education
Emory University 2013 — 2015
MSPH, Environmental Health and Epidemiology
Boston University 2008 — 2012
B.A., Environmental Science
Dan Savoie's Realty Capital Securities Experience March 2015 - Present
Job Internal Wholesaler at Realty Capital Securities
Industry Financial Services
Experience
Realty Capital Securities March 2015 - Present
John Hancock Investments 2012 - February 2015
Northwestern Mutual March 2011 - November 2011
Putnam Investments July 2009 - March 2011
Putnam Investments July 2009 - March 2011
Putnam Investments November 2008 - July 2009
Putnam Investments October 2007 - November 2008
Skills
Series 7, Series 63, series 66
Education
University of Massachusetts at Lowell 2005 — 2008
Bachelor degree, Business Finance
Realty Capital Securities March 2015 - Present
John Hancock Investments 2012 - February 2015
Northwestern Mutual March 2011 - November 2011
Putnam Investments July 2009 - March 2011
Putnam Investments July 2009 - March 2011
Putnam Investments November 2008 - July 2009
Putnam Investments October 2007 - November 2008
Skills
Series 7, Series 63, series 66
Education
University of Massachusetts at Lowell 2005 — 2008
Bachelor degree, Business Finance
Nathan Romero's Realty Capital Securities Experience October 2013 - Present
Job Regional Vice President at Realty Capital Securities
Industry Financial Services
Experience
Realty Capital Securities October 2013 - Present
Realty Capital Securities March 2013 - October 2013
ShopMedicareRates.com October 2012 - March 2013
MetLife October 2010 - October 2012
California State Senate May 2009 - October 2010
LPL Financial August 2006 - May 2009
Verizon Wireless June 2000 - August 2006
Skills
Series 7, Series 63, Operational Efficiency, Marketing, Mobile Technology, Medicare, Variable Annuities, Retirement Planning, Mutual Funds, Sales Operations, Relationship Management, REIT, BDCs, Life Insurance, Health Insurance
Education
Chapman University
Bachelor of Arts (B.A.), Political Science and Government
Realty Capital Securities October 2013 - Present
Realty Capital Securities March 2013 - October 2013
ShopMedicareRates.com October 2012 - March 2013
MetLife October 2010 - October 2012
California State Senate May 2009 - October 2010
LPL Financial August 2006 - May 2009
Verizon Wireless June 2000 - August 2006
Skills
Series 7, Series 63, Operational Efficiency, Marketing, Mobile Technology, Medicare, Variable Annuities, Retirement Planning, Mutual Funds, Sales Operations, Relationship Management, REIT, BDCs, Life Insurance, Health Insurance
Education
Chapman University
Bachelor of Arts (B.A.), Political Science and Government