Realty Financial Partners
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Realty Financial Partners Employees
Los Angeles County Superior Court April 2015 - Present
Shute, Mihaly & Weinberger LLP January 2015 - April 2015
Astound Commerce October 2014 - December 2014
Bayview/Hunter's Point Community Legal September 2014 - December 2014
San Francisco Public Utilities Commission June 2013 - December 2014
Professor Alice Kaswan June 2013 - May 2014
US District Court, Northern District of California Pro Se Department September 2013 - December 2013
Baker & McKenzie June 2012 - August 2012
Realty Financial Partners June 2007 - July 2011
Skills
Legal Research, Legal Writing, Research, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Westlaw, Public Speaking, Licensing
Education
University of San Francisco School of Law 2011 — 2014
Juris Doctorate, Magna Cum Laude
Boston College - Carroll School of Management 2004 — 2008
Bachelor of Science (BS), Economics
Realty Financial Partners December 1994 - Present
Congress Realty Group of Companies October 1991 - December 1994
Goldweiz & Company / Mortgage Investors Corp. October 1985 - October 1991
First Federal S&L Assoc. of San Bernardino June 1982 - July 1985
Skills
Microsoft Excel, Budgets, Portfolio Management, Investments, Real Estate Economics, Leadership, Loan Servicing, Management, Finance, Real Estate, Banking, Asset Management
Education
Boston University Questrom School of Business 1986 — 1992
MBA
Gordon College 1979 — 1982
BA, Sociology/Business Admin.
University of Iowa 1978 — 1979
Robert Half April 2015 - August 2015
Foster Dykema Cabot & Co., Inc. November 2003 - January 2015
PalmerDodge Advisors, LLC September 2000 - November 2003
Edwards & Angell, LLP February 1999 - September 2000
Realty Financial Partners January 1997 - February 1999
PaineWebber Properties May 1991 - January 1997
Colonial Investors Service Center August 1987 - May 1991
Skills
APX, Moxy, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Budgeting, Bookkeeping, Problem Solving, Troubleshooting, Research, Valuation, Project Planning, Trading, Investments, Mutual Funds, Real Estate, Equities, Fixed Income, Operations Management, Quality Control, Financial Reporting, Training, Teamwork, Banking, Portfolio Management, Customer Service, Staff Supervision
Education
University of Massachusetts, Amherst 1981 — 1983
Business Administration
Suffolk University 1984 — 1984
Business Administration
Intercontinental Real Estate Corporation August 2012 - Present
Enterprise Rent-A-Car May 2011 - August 2011
Enterprise Rent-A-Car May 2010 - August 2010
Realty Financial Partners May 2009 - August 2009
Skills
Excel, Microsoft Office, Accounting, Auditing, Internal Controls, Journal Entries, Financial Reporting, Bank Reconciliation, Accounts Payable, Financial Analysis, Finance, Microsoft Excel, Budgets, Microsoft Word, Management, Outlook
Education
Assumption College 2008 — 2012
Bachelor's degree, Accounting, Recent Graduate
Summit Partners November 2014 - Present
Brown Brothers Harriman September 2013 - November 2014
Walpole Recreation Department June 2013 - August 2013
Realty Financial Partners June 2012 - August 2012
Jackson Lewis LLP June 2010 - June 2010
Education
Elon University - Martha and Spencer Love School of Business 2009 — 2013
Bachelor of Arts (BA), Economics
Winstanley Enterprises November 2013 - Present
Realty Financial Partners May 2008 - October 2013
Spear Management Group January 2002 - May 2008
M. Tracy Billig, PC April 1994 - January 2002
Donahoe Real Estate Company October 1988 - March 1995
The Linpro Company February 1987 - October 1988
The Carey Winston Company December 1984 - February 1987
Skills
GAAP, State Tax, Variance Analysis, Consolidation, Accruals, Internal Controls, Accounting System, Accounting, QuickBooks, Cash Management, Budgets, Strategic Planning
Education
University of Maryland College Park
BS, Accounting
Arbor Commercial Mortgage September 2012 - Present
AEW Capital Management September 2010 - September 2012
Advenir September 2009 - September 2010
Arbor Commercial Mortgage December 2007 - September 2010
The Procaccianti Group May 2006 - August 2006
Realty Financial Partners January 2006 - May 2006
Skills
Real Estate Economics, Underwriting, Investments, Due Diligence, Valuation, Finance, Sales, Portfolio Management, Loans
Education
Boston College 2003 — 2007
BS, Finance
Canada Pension Plan Investment Board 2012 - Present
Realty Financial Partners September 2010 - February 2012
Outlook Capital Partners February 2009 - September 2010
Realty Financial Partners January 2007 - February 2009
Property & Portfolio Research 1996 - 2006
Princeton Properties September 1991 - August 1994
Abacus Asset Management May 1980 - September 1991
Skills
Portfolio Management, Investments, CMBS, Real Estate Economics, Equities, Structured Finance, Finance, Real Estate Development, Real Estate, Risk Management, Asset Management, Investment Management, Commercial Real Estate, Valuation, Financial Structuring, Due Diligence, Capital Markets, Real Estate Transactions, Private Equity, Loans, Securities, Financial Risk, Alternative Investments, Investment Strategies, Joint Ventures, Financial Modeling, Underwriting, Venture Capital, Fixed Income, Investor Relations, Mergers & Acquisitions, Executive Management, Hedge Funds, Emerging Markets, Investment Banking, Corporate Finance, Derivatives, Securitization, Funding, Real Estate Private..., Capital, DCF
Education
Massachusetts Institute of Technology 1994 — 1995
MS
Trent University 1975 — 1980
B.Sc.
Phillips Academy, Andover 1971 — 1975
HS
Suffolk University September 2013 - November 2013
Suffolk University August 2010 - August 2013
UMass Boston September 2012 - December 2012
Office of Disability Services at Suffolk University January 2012 - June 2012
Trader Joe's October 2009 - August 2010
Providence College August 2007 - May 2009
The Harvard Cooperative Society Bookstore May 2007 - August 2008
GAP Outlet June 2006 - January 2007
Realty Financial Partners June 2004 - January 2007
Skills
Research, PowerPoint, Editing, Microsoft Office, Microsoft Word, Event Planning, Facebook, Microsoft Excel, Social Media, Public Speaking, Community Outreach, Teaching, Blogging, Customer Service, Outlook, Non-profits, Time Management, Academic Tutoring, Communication Training, Clerical Skills, Advising People, Writing, Microsoft Publisher, Datatel, RedDot, Higher Education, Student Affairs, Curriculum Design, Student Development, Academic Advising, Communication, Social Networking
Education
Suffolk University 2011 — 2013
Master of Education (M.Ed.), Higher Education/Higher Education Administration
Providence College 2005 — 2009
Liberal Arts Honors Program, Bachelor of Arts, English Language and Literature
Matignon High School 2001 — 2005
Northeast Bank August 2014 - May 2015
Admirals Bank August 2010 - August 2014
Realty Financial Partners April 2005 - March 2010
Massey Knakal Realty Services September 2003 - March 2005
Skills
Loans, Real Estate, Mortgage Lending, Credit, Finance, Asset Managment, Real Estate Economics, Disposition, Valuation, Strategic Planning, Portfolio Management, Due Diligence, Financial Analysis, Investments, Underwriting, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA, Finance
Middlebury College 1991 — 1995
BA, American Studies
Calhoun
Moody's
Moody's
Sippewissett Capital, LLC April 2014 - Present
Realty Financial Partners March 2004 - April 2014
Ackman Ziff September 2000 - March 2004
Commercial Real Estate Broker June 1988 - September 2000
The DeSisto School June 1983 - June 1986
Skills
Asset Management, Financial Analysis, Investment Banking, Investment Properties, Mortgage Lending, Acquisitions, Property Disposition, Real Estate Financing, Commercial Leasing, Strategic Planning, Brokerage, Distressed Debt, Investments, Private Equity, Real Estate, Commercial Real Estate
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (MBA), Finance, General
Lesley University
Master's degree, Education
Rollins College
Bachelor of Arts (B.A.), History