The Milestone Group
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The Milestone Group Employees
Employee
Years
Job
Industry
Chris Bartlett Chris Bartlett's The Milestone Group Experience May 2014 - Present
Job Senior Associate | Capital Markets & Portfolio Management at The Milestone Group
Industry Real Estate
Experience
The Milestone Group May 2014 - Present
The Milestone Group August 2012 - May 2014
Vaerus, LLC January 2012 - August 2012
Equity Management Inc. June 2010 - December 2011
Keller Williams-Metro January 2010 - December 2011
Skills
Real Estate, Analysis, Finance, Financial Analysis, Investments, Real Estate Transactions, Underwriting, Acquisitions, Problem Solving, Commercial Real Estate, Property Management, Market Analysis, Management, Multi Tasking, CA Real Estate License, Creativity, Microsoft Excel, PowerPoint, Investment Properties, Financial Modeling, Argus Modeling, DCF Valuation, Research, Creative Strategy, REO, Capital Structure, Capital Markets, Waterfall Modeling
Education
University of San Diego 2011 — 2012
Certificate in Real Estate Finance, Investments and Development
Point Loma Nazarene University 2008 — 2010
Real Estate & Finance
Mesa College 2006 — 2008
Real Estate & Mathematics
The Milestone Group May 2014 - Present
The Milestone Group August 2012 - May 2014
Vaerus, LLC January 2012 - August 2012
Equity Management Inc. June 2010 - December 2011
Keller Williams-Metro January 2010 - December 2011
Skills
Real Estate, Analysis, Finance, Financial Analysis, Investments, Real Estate Transactions, Underwriting, Acquisitions, Problem Solving, Commercial Real Estate, Property Management, Market Analysis, Management, Multi Tasking, CA Real Estate License, Creativity, Microsoft Excel, PowerPoint, Investment Properties, Financial Modeling, Argus Modeling, DCF Valuation, Research, Creative Strategy, REO, Capital Structure, Capital Markets, Waterfall Modeling
Education
University of San Diego 2011 — 2012
Certificate in Real Estate Finance, Investments and Development
Point Loma Nazarene University 2008 — 2010
Real Estate & Finance
Mesa College 2006 — 2008
Real Estate & Mathematics
Karly Seguias Karly Seguias's The Milestone Group Experience January 2014 - Present
Job Staff Accountant at The Milestone Group
Industry Real Estate
Experience
The Milestone Group January 2014 - Present
Skills
Accounting, Hotels, Accounts Payable, Front Office, Micros, Payroll, Accounts Receivable, Hotel Management, OnQ, MICROS, Opera, Pre-opening, Property Management..., Rooms Division
Education
The University of Texas at Dallas 2009 — 2011
Bachelor of Science (BS), Finance & Accounting
Collin County Community College 2007 — 2009
The Milestone Group January 2014 - Present
Skills
Accounting, Hotels, Accounts Payable, Front Office, Micros, Payroll, Accounts Receivable, Hotel Management, OnQ, MICROS, Opera, Pre-opening, Property Management..., Rooms Division
Education
The University of Texas at Dallas 2009 — 2011
Bachelor of Science (BS), Finance & Accounting
Collin County Community College 2007 — 2009
Heather Ranney Heather Ranney's The Milestone Group Experience May 2014 - Present
Job Banking Professional
Industry Banking
Experience
The Milestone Group May 2014 - Present
First Western Financial 2010 - 2014
Bank of the West May 2005 - February 2010
Bank of the West August 2004 - May 2005
Community First Bankshares, Inc. March 1998 - August 2004
Education
Regis University
Bachelor's degree, Business Administration, 3.904
The Milestone Group May 2014 - Present
First Western Financial 2010 - 2014
Bank of the West May 2005 - February 2010
Bank of the West August 2004 - May 2005
Community First Bankshares, Inc. March 1998 - August 2004
Education
Regis University
Bachelor's degree, Business Administration, 3.904
Donna Hogan Donna Hogan's The Milestone Group Experience July 2014 - Present
Job Executive Assistant//Office Manager at The Milestone Group
Industry Marketing and Advertising
Experience
The Milestone Group July 2014 - Present
Dex Media, Inc. September 1992 - September 2013
Skills
Organized Multi-tasker, Resourceful in the..., Highly Reliable, Dependable Team Player, Confidentiality, Payroll, Travel Arrangements, Salesforce.com, Expense Reports, High Level Of..., Executive Level..., Sales, Executive..., Highly detail oriented, Calendar Planning
Education
Queens College
The Milestone Group July 2014 - Present
Dex Media, Inc. September 1992 - September 2013
Skills
Organized Multi-tasker, Resourceful in the..., Highly Reliable, Dependable Team Player, Confidentiality, Payroll, Travel Arrangements, Salesforce.com, Expense Reports, High Level Of..., Executive Level..., Sales, Executive..., Highly detail oriented, Calendar Planning
Education
Queens College
Michael Naughton Michael Naughton's The Milestone Group Experience October 2012 - April 2015
Job Investment Analyst at The Milestone Group
Industry Investment Management
Experience
The Milestone Group October 2012 - April 2015
Bernstein Global Wealth Management April 2008 - August 2012
The Bonham Group June 2006 - March 2008
United States Golf Association June 2004 - June 2006
University of Notre Dame 2002 - 2004
IMG June 2003 - July 2003
Skills
Strategic Planning, Social Media, Marketing, Sports Marketing, Microsoft Excel, Event Management, Financial Modeling, Public Relations, Customer Service, Fundraising, Public Speaking, Market Research, Data Analysis, Financial Analysis, Research, Marketing Strategy, Investments
Education
University of Notre Dame 2000 — 2004
BBA, Finance
University of Denver - Daniels College of Business 2011 — 2013
MBA, Finance
The Milestone Group October 2012 - April 2015
Bernstein Global Wealth Management April 2008 - August 2012
The Bonham Group June 2006 - March 2008
United States Golf Association June 2004 - June 2006
University of Notre Dame 2002 - 2004
IMG June 2003 - July 2003
Skills
Strategic Planning, Social Media, Marketing, Sports Marketing, Microsoft Excel, Event Management, Financial Modeling, Public Relations, Customer Service, Fundraising, Public Speaking, Market Research, Data Analysis, Financial Analysis, Research, Marketing Strategy, Investments
Education
University of Notre Dame 2000 — 2004
BBA, Finance
University of Denver - Daniels College of Business 2011 — 2013
MBA, Finance
David E. Baysinger David E. Baysinger's The Milestone Group Experience May 2005 - July 2008
Job Senior Wealth Advisor at Frontier Wealth Management
Industry Financial Services
Experience
Frontier Wealth Management January 2009 - Present
The Milestone Group May 2005 - July 2008
Lutz & Company November 2002 - April 2005
Deloitte 1994 - 2002
Skills
CPA, CFP, Personal Financial..., Investment Management, Personal Income Tax...
Education
University of Nebraska-Lincoln 1992 — 1994
BSBA, MPA, Accounting
JEB Stuart HS
Frontier Wealth Management January 2009 - Present
The Milestone Group May 2005 - July 2008
Lutz & Company November 2002 - April 2005
Deloitte 1994 - 2002
Skills
CPA, CFP, Personal Financial..., Investment Management, Personal Income Tax...
Education
University of Nebraska-Lincoln 1992 — 1994
BSBA, MPA, Accounting
JEB Stuart HS
Mike Maschmeyer Mike Maschmeyer's The Milestone Group Experience Senior AdvisorPrudential Commercial Real Estate2009 - Present
Job President at The Milestone Group
Industry Real Estate
Experience
The Milestone Group Senior AdvisorPrudential Commercial Real Estate2009 - Present
Education
University of Tennessee-Knoxville 1978 — 1979
MBA, Real Estate and Urban Development
Georgia Institute of Technology
BS, Industrial Management
The Milestone Group Senior AdvisorPrudential Commercial Real Estate2009 - Present
Education
University of Tennessee-Knoxville 1978 — 1979
MBA, Real Estate and Urban Development
Georgia Institute of Technology
BS, Industrial Management
Benjamin Loney Benjamin Loney's The Milestone Group Experience June 2011 - December 2013
Job Head of Investments at Castle Lanterra Properties
Industry Real Estate
Experience
Castle Lanterra Properties November 2013 - Present
Dobel Investments October 2008 - Present
The Milestone Group June 2011 - December 2013
Cornerstone International July 2007 - June 2009
ADI Investment Properties September 2003 - June 2007
Military Service - Armored Corps August 1996 - June 2003
Education
New York University 2009 — 2011
Master of Science (M.S.)
The Hebrew University 2005 — 2007
Master of Business Administration (M.B.A.)
Herzog College 2002 — 2004
B.Ed
Castle Lanterra Properties November 2013 - Present
Dobel Investments October 2008 - Present
The Milestone Group June 2011 - December 2013
Cornerstone International July 2007 - June 2009
ADI Investment Properties September 2003 - June 2007
Military Service - Armored Corps August 1996 - June 2003
Education
New York University 2009 — 2011
Master of Science (M.S.)
The Hebrew University 2005 — 2007
Master of Business Administration (M.B.A.)
Herzog College 2002 — 2004
B.Ed
Maribel Ruiz Maribel Ruiz's The Milestone Group Experience November 2008 - January 2010
Job at Tom Ford Beauty
Industry Cosmetics
Experience
Tom Ford Beauty 2014 - Present
MAC Cosmetics, December 2009 - September 2014
The Milestone Group November 2008 - January 2010
Lehman Brothers March 1998 - October 2008
New York Board of Trade June 1996 - March 1998
PSP Sports Marketing 1989 - 1994
Lifestyle Marketing Group 1988 - 1989
Skills
PowerPoint, Excel, MS Office Suite, Microsoft Excel, Management, Outlook, Event Planning, Administrative..., Event Management, Social Media, Microsoft Word, Customer Service, Marketing, Access, Public Relations, Social Networking, Time Management, Administrative..., Advertising, Budgets, Employee Relations, Fundraising, Inventory Management, Leadership, Microsoft Office, Real Estate
Education
Trinity Academy for Social Leadership 2008 — 2010
Certificate, Social Leadership
New Jersey City University 2006 — 2008
Business, Marketing
Christopher Columbus 1980 — 1984
High School Diploma
Tom Ford Beauty 2014 - Present
MAC Cosmetics, December 2009 - September 2014
The Milestone Group November 2008 - January 2010
Lehman Brothers March 1998 - October 2008
New York Board of Trade June 1996 - March 1998
PSP Sports Marketing 1989 - 1994
Lifestyle Marketing Group 1988 - 1989
Skills
PowerPoint, Excel, MS Office Suite, Microsoft Excel, Management, Outlook, Event Planning, Administrative..., Event Management, Social Media, Microsoft Word, Customer Service, Marketing, Access, Public Relations, Social Networking, Time Management, Administrative..., Advertising, Budgets, Employee Relations, Fundraising, Inventory Management, Leadership, Microsoft Office, Real Estate
Education
Trinity Academy for Social Leadership 2008 — 2010
Certificate, Social Leadership
New Jersey City University 2006 — 2008
Business, Marketing
Christopher Columbus 1980 — 1984
High School Diploma
Maureen Charbonnet Maureen Charbonnet's The Milestone Group Experience June 2002 - December 2003
Job Marketing Manager at Walgreens
Industry Health, Wellness and Fitness
Experience
Walgreens September 2010 - Present
Elsevier January 2007 - August 2010
Computer Sciences Corporation January 2004 - January 2007
The Milestone Group June 2002 - December 2003
Corporate Executive Board June 2001 - June 2002
Skills
Marketing Strategy, Marketing Management, Direct Marketing, Marketing, Product Management
Education
The George Washington University - School of Business 1997 — 2001
BBA, Marketing and International Business
Walgreens September 2010 - Present
Elsevier January 2007 - August 2010
Computer Sciences Corporation January 2004 - January 2007
The Milestone Group June 2002 - December 2003
Corporate Executive Board June 2001 - June 2002
Skills
Marketing Strategy, Marketing Management, Direct Marketing, Marketing, Product Management
Education
The George Washington University - School of Business 1997 — 2001
BBA, Marketing and International Business
Benjamin Lurie Benjamin Lurie's The Milestone Group Experience September 2006 - March 2011
Job Senior Vice President at Sowell & Co.
Industry Real Estate
Experience
Sowell & Co. April 2014 - Present
Colliers International January 2012 - April 2014
Benjamin Lurie Consulting March 2011 - December 2011
The Milestone Group September 2006 - March 2011
Morgan Stanley November 2000 - July 2004
Skills
Real Estate Investment, Real Estate Finance, Real Estate Transactions, Portfolio Management, Asset Management, Strategic Planning, Investor Relations, Investments, Commercial Real Estate, Mergers & Acquisitions, Finance, Real Estate, Financial Modeling, Financial Analysis, Due Diligence, Valuation, Management
Education
Southern Methodist University - Cox School of Business 2004 — 2006
MBA, Finance, Strategy
Tulane University 1996 — 2000
BS, Finance, Management
Sowell & Co. April 2014 - Present
Colliers International January 2012 - April 2014
Benjamin Lurie Consulting March 2011 - December 2011
The Milestone Group September 2006 - March 2011
Morgan Stanley November 2000 - July 2004
Skills
Real Estate Investment, Real Estate Finance, Real Estate Transactions, Portfolio Management, Asset Management, Strategic Planning, Investor Relations, Investments, Commercial Real Estate, Mergers & Acquisitions, Finance, Real Estate, Financial Modeling, Financial Analysis, Due Diligence, Valuation, Management
Education
Southern Methodist University - Cox School of Business 2004 — 2006
MBA, Finance, Strategy
Tulane University 1996 — 2000
BS, Finance, Management
Kerby Fischer Kerby Fischer's The Milestone Group Experience May 2014 - Present
Job Office Manager / Executive Assistant
Industry Investment Management
Experience
The Milestone Group May 2014 - Present
The Milestone Group October 2013 - May 2014
ROLINC - ATR Staffing March 2013 - September 2013
Riverbend Insurance July 2011 - March 2013
Workforce Services Division of Will County March 2006 - June 2011
Will County Animal Control December 2005 - March 2006
Subdivision Engineering Division of Will County June 2005 - November 2005
Skills
Customer Service, Social Media, PowerPoint, Microsoft Excel, Engaging Public Speaker, Key Client Relationships, High Level Of..., Problem Analysis, Event Planning, Nonprofits, Analysis, Leadership
Education
North Central College 2009 — 2011
Bachelors, Major: Psychology Minor: Human Resourcers Management; Concentration: Conflict Resolution
Joliet Junior College
General Education
The Milestone Group May 2014 - Present
The Milestone Group October 2013 - May 2014
ROLINC - ATR Staffing March 2013 - September 2013
Riverbend Insurance July 2011 - March 2013
Workforce Services Division of Will County March 2006 - June 2011
Will County Animal Control December 2005 - March 2006
Subdivision Engineering Division of Will County June 2005 - November 2005
Skills
Customer Service, Social Media, PowerPoint, Microsoft Excel, Engaging Public Speaker, Key Client Relationships, High Level Of..., Problem Analysis, Event Planning, Nonprofits, Analysis, Leadership
Education
North Central College 2009 — 2011
Bachelors, Major: Psychology Minor: Human Resourcers Management; Concentration: Conflict Resolution
Joliet Junior College
General Education
Jim Canon Jim Canon's The Milestone Group Experience June 2006 - Present
Job Asset Manager at The Milestone Group
Industry Real Estate
Experience
The Milestone Group June 2006 - Present
Tarragon Corporation May 2003 - February 2006
Skills
Apartments, Due Diligence, Property Management, Entitlements, Residential Homes, Affordable Housing, Foreclosures, Asset Managment, Commercial Real Estate, Resident Retention, Yardi, Real Estate, Negotiation, Real Estate Development, Asset Management, Leases, Disposition, Fair Housing, Investment Properties, Real Estate Transactions, Property, Real Estate Financing, New Home Sales, Contract Negotiation, Selling, Rentals, Landlord, First Time Home Buyers, Real Estate Economics, AMSI, LIHTC, Landlords, Tax Credits, Lease Administration, Appraisals, Tenant, Brokerage, HUD, Real Estate License, Lease Negotiations, REO, Land Acquisition, Section 8, OneSite, Acquisitions, Condos, Real Estate Due..., Investments, Corporate Real Estate, Valuation
Education
University of North Texas 1980 — 1984
BBA, Corporate Finance, Accounting and Real Estate
University of North Texas 1980 — 1984
BBA, Corporate Finance, Accounting, Real Estate
The Milestone Group June 2006 - Present
Tarragon Corporation May 2003 - February 2006
Skills
Apartments, Due Diligence, Property Management, Entitlements, Residential Homes, Affordable Housing, Foreclosures, Asset Managment, Commercial Real Estate, Resident Retention, Yardi, Real Estate, Negotiation, Real Estate Development, Asset Management, Leases, Disposition, Fair Housing, Investment Properties, Real Estate Transactions, Property, Real Estate Financing, New Home Sales, Contract Negotiation, Selling, Rentals, Landlord, First Time Home Buyers, Real Estate Economics, AMSI, LIHTC, Landlords, Tax Credits, Lease Administration, Appraisals, Tenant, Brokerage, HUD, Real Estate License, Lease Negotiations, REO, Land Acquisition, Section 8, OneSite, Acquisitions, Condos, Real Estate Due..., Investments, Corporate Real Estate, Valuation
Education
University of North Texas 1980 — 1984
BBA, Corporate Finance, Accounting and Real Estate
University of North Texas 1980 — 1984
BBA, Corporate Finance, Accounting, Real Estate
Zachary Lazar Zachary Lazar's The Milestone Group Experience June 2014 - Present
Job Analyst at The Milestone Group
Industry Investment Banking
Experience
The Milestone Group June 2014 - Present
Credit Suisse July 2013 - June 2014
Credit Suisse June 2012 - August 2012
Sperry, Mitchell & Company June 2011 - August 2011
Education
University of Pennsylvania 2009 — 2013
Bachelor of Arts (B.A.), History, Magna Cum Laude
The Milestone Group June 2014 - Present
Credit Suisse July 2013 - June 2014
Credit Suisse June 2012 - August 2012
Sperry, Mitchell & Company June 2011 - August 2011
Education
University of Pennsylvania 2009 — 2013
Bachelor of Arts (B.A.), History, Magna Cum Laude
Cindy Bowen Cindy Bowen's The Milestone Group Experience June 2015 - Present
Job Paralegal at Milestone Management
Industry Law Practice
Experience
The Milestone Group June 2015 - Present
Malouf Nakos Jackson & Swinson, P.C. March 1981 - May 2015
Skills
Corporate Law, LLC, Business Transactions, Business Formation, Document Drafting, Legal Issues, Strategy, Corporate Governance, Due Diligence, Legal Research, Contract Negotiation, Lexis, Real Estate, Legal Writing, Securties Law, Blue Sky, Legal Compliance
Education
Southern Methodist University 1987 — 1987
Paralegal Certificate, Business Law Specialization
Southern Methodist University 1982 — 1987
Paralegal Certificate, Law
The University of Texas at Dallas 1979 — 1981
Bachelor's degree, Political Science/Law
The Milestone Group June 2015 - Present
Malouf Nakos Jackson & Swinson, P.C. March 1981 - May 2015
Skills
Corporate Law, LLC, Business Transactions, Business Formation, Document Drafting, Legal Issues, Strategy, Corporate Governance, Due Diligence, Legal Research, Contract Negotiation, Lexis, Real Estate, Legal Writing, Securties Law, Blue Sky, Legal Compliance
Education
Southern Methodist University 1987 — 1987
Paralegal Certificate, Business Law Specialization
Southern Methodist University 1982 — 1987
Paralegal Certificate, Law
The University of Texas at Dallas 1979 — 1981
Bachelor's degree, Political Science/Law
Hugh Wall's The Milestone Group Experience January 2008 - November 2008
Job Director at CIII Asset Management LLC
Industry Commercial Real Estate
Experience
C-III Asset Management LLC April 2012 - Present
Annandale Real Estate January 2010 - April 2012
Wall Real Estate Advisors January 2009 - April 2012
The Milestone Group January 2008 - November 2008
Extended Stay Hotels 2004 - 2007
Archon Group 1999 - 2003
Archon Group January 1999 - November 2001
Insignia Financial Group 1993 - 1999
Southmark Hospitality Management 1984 - 1986
Education
Southeastern Louisiana University 1987 — 1989
BA, Management, Government
Louisiana State University 1981 — 1985
Management, Political Science
C-III Asset Management LLC April 2012 - Present
Annandale Real Estate January 2010 - April 2012
Wall Real Estate Advisors January 2009 - April 2012
The Milestone Group January 2008 - November 2008
Extended Stay Hotels 2004 - 2007
Archon Group 1999 - 2003
Archon Group January 1999 - November 2001
Insignia Financial Group 1993 - 1999
Southmark Hospitality Management 1984 - 1986
Education
Southeastern Louisiana University 1987 — 1989
BA, Management, Government
Louisiana State University 1981 — 1985
Management, Political Science
Andy Beasley's The Milestone Group Experience June 2007 - Present
Job Senior Advisor at The Milestone Group
Industry Investment Management
Experience
The Milestone Group June 2007 - Present
JPMorgan Private Bank March 2000 - June 2007
Education
Indiana University - Kelley School of Business 1993 — 1995
MBA, Finance
Purdue University 1986 — 1991
BS, Mechanical Engineering
The Milestone Group June 2007 - Present
JPMorgan Private Bank March 2000 - June 2007
Education
Indiana University - Kelley School of Business 1993 — 1995
MBA, Finance
Purdue University 1986 — 1991
BS, Mechanical Engineering
Brian Malkin's The Milestone Group Experience June 2012 - August 2012
Job Next Generation Learning Coordinator at Distinctive Schools
Industry Education Management
Experience
Distinctive Schools July 2015 - Present
Teach For America June 2013 - June 2015
The Milestone Group June 2012 - August 2012
Fir Tree Partners June 2011 - August 2011
Skills
Educational Leadership, Blogging, Microsoft Office, PowerPoint, Microsoft Word, Social Networking, Higher Education, Public Speaking, Teaching, Fundraising, Spanish, Nonprofits
Education
University of Michigan 2009 — 2013
B.A, Organizational Studies; Organizational Management Strategy in Business
Dominican University 2013 — 2015
Master of Education (M.Ed.), Education
Distinctive Schools July 2015 - Present
Teach For America June 2013 - June 2015
The Milestone Group June 2012 - August 2012
Fir Tree Partners June 2011 - August 2011
Skills
Educational Leadership, Blogging, Microsoft Office, PowerPoint, Microsoft Word, Social Networking, Higher Education, Public Speaking, Teaching, Fundraising, Spanish, Nonprofits
Education
University of Michigan 2009 — 2013
B.A, Organizational Studies; Organizational Management Strategy in Business
Dominican University 2013 — 2015
Master of Education (M.Ed.), Education
Shawn Veldhouse Shawn Veldhouse's The Milestone Group Experience April 2004 - April 2005
Job Senior Investment Officer NYSCRF
Industry Real Estate
Experience
New York State Common Retirement Fund May 2015 - Present
Dearborn Capital Group April 2014 - April 2015
Real Estate Capital Partners / HQ Capital May 2005 - April 2014
The Milestone Group April 2004 - April 2005
Insignia Financial Group August 2001 - April 2004
RREEF August 2000 - August 2001
GMAC Commercial Mortgage December 1996 - August 2000
United Savings Bank February 1996 - December 1996
First Data Corporation March 1995 - February 1996
United Savings Bank January 1994 - March 1995
Skills
Real Estate Economics, Asset Managment, Due Diligence, Investments, Disposition, Investment Properties, Financial Structuring, Acquisitions, Joint Ventures, Valuation, Real Estate Development, Financial Modeling, Real Estate Transactions, Real Estate Private..., Leases, Real Estate, Private Equity, Portfolio Management, Commercial Real Estate, Property Management, Capital Markets, Financial Analysis, Asset Management, Property, Funding, Real Estate Financing, Dispositions
Education
Loyola University of Chicago - Graduate School of Business 2001 — 2003
MBA, Finance
University of Utah 1989 — 1993
BS, Finance
New York State Common Retirement Fund May 2015 - Present
Dearborn Capital Group April 2014 - April 2015
Real Estate Capital Partners / HQ Capital May 2005 - April 2014
The Milestone Group April 2004 - April 2005
Insignia Financial Group August 2001 - April 2004
RREEF August 2000 - August 2001
GMAC Commercial Mortgage December 1996 - August 2000
United Savings Bank February 1996 - December 1996
First Data Corporation March 1995 - February 1996
United Savings Bank January 1994 - March 1995
Skills
Real Estate Economics, Asset Managment, Due Diligence, Investments, Disposition, Investment Properties, Financial Structuring, Acquisitions, Joint Ventures, Valuation, Real Estate Development, Financial Modeling, Real Estate Transactions, Real Estate Private..., Leases, Real Estate, Private Equity, Portfolio Management, Commercial Real Estate, Property Management, Capital Markets, Financial Analysis, Asset Management, Property, Funding, Real Estate Financing, Dispositions
Education
Loyola University of Chicago - Graduate School of Business 2001 — 2003
MBA, Finance
University of Utah 1989 — 1993
BS, Finance
Andrew Hein's The Milestone Group Experience June 2015 - Present
Job Investment Analyst at The Milestone Group
Industry Investment Management
Experience
The Milestone Group June 2015 - Present
TIAA-CREF August 2014 - May 2015
Citi July 2010 - July 2014
Skills
Fixed Income, Banking, Risk Management, Credit, Bloomberg, Credit Analysis, Credit Risk, Yield Book
Education
Niagara University 2006 — 2010
Bachelor of Science (B.S.), Finance, Economics, Magna Cum Laude
CFA Institute
Passed Level I of the CFA Program
The Milestone Group June 2015 - Present
TIAA-CREF August 2014 - May 2015
Citi July 2010 - July 2014
Skills
Fixed Income, Banking, Risk Management, Credit, Bloomberg, Credit Analysis, Credit Risk, Yield Book
Education
Niagara University 2006 — 2010
Bachelor of Science (B.S.), Finance, Economics, Magna Cum Laude
CFA Institute
Passed Level I of the CFA Program
Dustin Burke Dustin Burke's The Milestone Group Experience September 2012 - August 2013
Job Acquisitions Associate at Wilbow Corporation
Industry Real Estate
Experience
Wilbow Corporation May 2015 - Present
Forestar Group Inc. August 2013 - May 2015
The Milestone Group September 2012 - August 2013
Ernst & Young September 2011 - August 2012
Thomson Reuters May 2011 - August 2011
Thomson Reuters May 2010 - August 2010
Place Properties May 2009 - September 2009
Skills
Valuation, Real Estate Economics, Real Estate Financing, Real Estate Transactions, Commercial Real Estate, Investor Relations..., IPO, Portfolio Performance..., Investor Reporting, Microsoft Excel, Real Estate Due..., Argus Modeling, Real Estate
Education
Texas A&M University - Mays Business School 2010 — 2011
Master of Real Estate
Texas A&M University 2005 — 2009
Bachelor of Science (B.S.)
Wilbow Corporation May 2015 - Present
Forestar Group Inc. August 2013 - May 2015
The Milestone Group September 2012 - August 2013
Ernst & Young September 2011 - August 2012
Thomson Reuters May 2011 - August 2011
Thomson Reuters May 2010 - August 2010
Place Properties May 2009 - September 2009
Skills
Valuation, Real Estate Economics, Real Estate Financing, Real Estate Transactions, Commercial Real Estate, Investor Relations..., IPO, Portfolio Performance..., Investor Reporting, Microsoft Excel, Real Estate Due..., Argus Modeling, Real Estate
Education
Texas A&M University - Mays Business School 2010 — 2011
Master of Real Estate
Texas A&M University 2005 — 2009
Bachelor of Science (B.S.)
Gina Negri Gina Negri's The Milestone Group Experience September 2014 - Present
Job Experienced Administrative Assistant
Industry Investment Management
Experience
The Milestone Group September 2014 - Present
Resource Capital Funds April 2014 - August 2014
Resource Capital Funds November 2013 - April 2014
Grand Hyatt Denver January 2009 - November 2012
Regis University September 2004 - May 2008
Skills
Hotels, Hospitality, Front Office, Customer Service, Pre-opening, Training, Teaching, Hotel Management, Property Management..., Microsoft Word, Hospitality Management, Hospitality Industry, Microsoft Office, Leadership, Project Planning, Database Monitoring
Education
Metropolitan State College of Denver 2011 — 2013
Master of Arts (M.A.), Elementary Education and Teaching, K-6
Regis University 2004 — 2008
Bachelor of Arts (B.A.), Sociology/ Business Marketing
The Milestone Group September 2014 - Present
Resource Capital Funds April 2014 - August 2014
Resource Capital Funds November 2013 - April 2014
Grand Hyatt Denver January 2009 - November 2012
Regis University September 2004 - May 2008
Skills
Hotels, Hospitality, Front Office, Customer Service, Pre-opening, Training, Teaching, Hotel Management, Property Management..., Microsoft Word, Hospitality Management, Hospitality Industry, Microsoft Office, Leadership, Project Planning, Database Monitoring
Education
Metropolitan State College of Denver 2011 — 2013
Master of Arts (M.A.), Elementary Education and Teaching, K-6
Regis University 2004 — 2008
Bachelor of Arts (B.A.), Sociology/ Business Marketing
Jamie Azarcon Jamie Azarcon's The Milestone Group Experience April 2004 - April 2005
Job Owner, Queens Finest, Inc
Industry Apparel & Fashion
Experience
Lehman Brothers- Neuberger Berman April 2005 - Present
Queens Finest, Inc February 1998 - Present
The Milestone Group April 2004 - April 2005
Morgan Stanley December 1998 - April 2004
Education
American InterContinental University 1997 — 2003
Lehman Brothers- Neuberger Berman April 2005 - Present
Queens Finest, Inc February 1998 - Present
The Milestone Group April 2004 - April 2005
Morgan Stanley December 1998 - April 2004
Education
American InterContinental University 1997 — 2003
Beth Manzi's The Milestone Group Experience January 2007 - November 2009
Job Beth Manzi, Director
Industry Marketing and Advertising
Experience
Cuberis January 2013 - March 2015
MedThink Communications February 2012 - December 2012
Capstrat April 2010 - December 2011
The Milestone Group January 2007 - November 2009
8020 Group October 1999 - December 2006
1185 Design September 1998 - October 1999
McKinsey & Co July 1979 - April 1996
Skills
Information Architecture, User Experience, Creative Direction, Information Design, User Interface Design, Art Direction, Web Design, Usability Testing, Graphic Design, Experience Design, Creative Strategy, Corporate Branding, Adobe Creative Suite, Mobile Design, Mobile Applications, Digital Strategy, Strategy, Online Marketing, User Experience Design, CRM, Brand Development, E-commerce, Interactive Marketing, User-centered Design, Interactive Advertising, Direct Mail, Content Strategy, User Interface, Branding & Identity, Design Strategy
Education
California College of the Arts
Parsons School of Design
BFA
Cuberis January 2013 - March 2015
MedThink Communications February 2012 - December 2012
Capstrat April 2010 - December 2011
The Milestone Group January 2007 - November 2009
8020 Group October 1999 - December 2006
1185 Design September 1998 - October 1999
McKinsey & Co July 1979 - April 1996
Skills
Information Architecture, User Experience, Creative Direction, Information Design, User Interface Design, Art Direction, Web Design, Usability Testing, Graphic Design, Experience Design, Creative Strategy, Corporate Branding, Adobe Creative Suite, Mobile Design, Mobile Applications, Digital Strategy, Strategy, Online Marketing, User Experience Design, CRM, Brand Development, E-commerce, Interactive Marketing, User-centered Design, Interactive Advertising, Direct Mail, Content Strategy, User Interface, Branding & Identity, Design Strategy
Education
California College of the Arts
Parsons School of Design
BFA
Dennis Onabajo's The Milestone Group Experience June 2011 - June 2012
Job Associate at Fortress Investment Group
Industry Investment Management
Experience
Fortress Investment Group June 2012 - Present
The Milestone Group June 2011 - June 2012
Federal Reserve Bank of Dallas September 2010 - May 2011
JP Morgan January 2008 - September 2010
Skills
Mergers, Investments, Due Diligence, Underwriting, Financial Analysis, Excel, Financial Modeling, PowerPoint, Forecasting, Valuation, Microsoft Office, Investment Banking, Capital Markets, Business Analysis, Process Improvement, Access, Corporate Finance, Asset Management, Hedge Funds, Alternative Investments, Credit, Financial Services, Acquisitions, Real Estate Economics, CMBS, Financial Markets
Education
Southern Methodist University 2010 — 2012
M.A., Applied Economics
The University of Texas at Arlington
B.S, Economics
Fortress Investment Group June 2012 - Present
The Milestone Group June 2011 - June 2012
Federal Reserve Bank of Dallas September 2010 - May 2011
JP Morgan January 2008 - September 2010
Skills
Mergers, Investments, Due Diligence, Underwriting, Financial Analysis, Excel, Financial Modeling, PowerPoint, Forecasting, Valuation, Microsoft Office, Investment Banking, Capital Markets, Business Analysis, Process Improvement, Access, Corporate Finance, Asset Management, Hedge Funds, Alternative Investments, Credit, Financial Services, Acquisitions, Real Estate Economics, CMBS, Financial Markets
Education
Southern Methodist University 2010 — 2012
M.A., Applied Economics
The University of Texas at Arlington
B.S, Economics
Rudge Dickinson CAIA Rudge Dickinson CAIA's The Milestone Group Experience May 2006 - Present
Job Private Wealth Management
Industry Investment Management
Experience
The Milestone Group May 2006 - Present
Mount Yale Capital Group September 2000 - April 2006
AIMCO September 1999 - September 2000
Solstice Capital May 1998 - September 1998
Janus Capital Group 1992 - 1997
Education
Southern Methodist University - Cox School of Business 1997 — 1999
MBA, Finance
University of Colorado Boulder 1989 — 1992
B.S., Finance
The Milestone Group May 2006 - Present
Mount Yale Capital Group September 2000 - April 2006
AIMCO September 1999 - September 2000
Solstice Capital May 1998 - September 1998
Janus Capital Group 1992 - 1997
Education
Southern Methodist University - Cox School of Business 1997 — 1999
MBA, Finance
University of Colorado Boulder 1989 — 1992
B.S., Finance
Mary Pat Raimondi's The Milestone Group Experience January 1997 - July 2010
Job VP Strategic Policy and Partnerships at the Academy of Nutrition and Dietetics
Industry Public Policy
Experience
Academy of Nutrition and Dietetics June 2010 - Present
University of Minnesota July 2008 - July 2010
The Milestone Group January 1997 - July 2010
Novartis Nutrition 1987 - 1997
Skills
Public Health, Grant Writing, Program Development, Program Evaluation, Healthcare, Nutrition, Public Speaking, Health Promotion, Public Policy, Community Outreach, Prevention, Wellness, Health Education, Leadership, Health Policy, Dietetics, Policy, Wellness Coaching, Nutrition Education, Nutritional Counseling, Clinical Research, Program Management, Diabetes, Nonprofits, Research, Grants, Health Communication, Fundraising, Volunteer Management, Strategic Communications, Epidemiology, Policy Analysis, Corporations, Employee Wellness, Hospitals, Healthcare Management, Qualitative Research
Education
Loyola University Chicago 1973 — 1975
BS, Food and Nutrition
University of St. Francis
MS, Health Care Administration
Academy of Nutrition and Dietetics June 2010 - Present
University of Minnesota July 2008 - July 2010
The Milestone Group January 1997 - July 2010
Novartis Nutrition 1987 - 1997
Skills
Public Health, Grant Writing, Program Development, Program Evaluation, Healthcare, Nutrition, Public Speaking, Health Promotion, Public Policy, Community Outreach, Prevention, Wellness, Health Education, Leadership, Health Policy, Dietetics, Policy, Wellness Coaching, Nutrition Education, Nutritional Counseling, Clinical Research, Program Management, Diabetes, Nonprofits, Research, Grants, Health Communication, Fundraising, Volunteer Management, Strategic Communications, Epidemiology, Policy Analysis, Corporations, Employee Wellness, Hospitals, Healthcare Management, Qualitative Research
Education
Loyola University Chicago 1973 — 1975
BS, Food and Nutrition
University of St. Francis
MS, Health Care Administration
Jamie Boyes's The Milestone Group Experience 2000 - 2002
Job at Ascend Staffing
Industry Staffing and Recruiting
Experience
Ascend Staffing January 2010 - Present
Miracle Software Systems August 2004 - October 2009
Lease Corporation of America October 2002 - August 2004
The Milestone Group 2000 - 2002
Westaff 1995 - 2000
Skills
Machete use, Throwing knives, Candle making, Operations Management, Retail, Technical Recruiting, Business Development, IT Sales, Management, Recruiting, Training, Sales Management, Program Management, Sales, Marketing Strategy, Project Planning, ERP, Vendor Management, Forecasting, CRM, Strategy, Leadership, Customer Service, Team Building
Education
University of Michigan 1990 — 1995
Bachelor of Liberal Arts, Communications/Public Relations/Journalism
Ascend Staffing January 2010 - Present
Miracle Software Systems August 2004 - October 2009
Lease Corporation of America October 2002 - August 2004
The Milestone Group 2000 - 2002
Westaff 1995 - 2000
Skills
Machete use, Throwing knives, Candle making, Operations Management, Retail, Technical Recruiting, Business Development, IT Sales, Management, Recruiting, Training, Sales Management, Program Management, Sales, Marketing Strategy, Project Planning, ERP, Vendor Management, Forecasting, CRM, Strategy, Leadership, Customer Service, Team Building
Education
University of Michigan 1990 — 1995
Bachelor of Liberal Arts, Communications/Public Relations/Journalism
Heather Zapart's The Milestone Group Experience 2003 - 2005
Job Assistant
Industry Financial Services
Experience
Private November 2005 - January 2009
Milestone Group 2003 - 2005
The Milestone Group 2003 - 2005
Education
University of Illinois at Chicago
Private November 2005 - January 2009
Milestone Group 2003 - 2005
The Milestone Group 2003 - 2005
Education
University of Illinois at Chicago
Peter Gordy 1writer@att.net's The Milestone Group Experience November 1996 - May 2009
Job International Marketing Manager at Manhattan Associates
Industry Marketing and Advertising
Experience
Manhattan Associates September 2014 - Present
Manhattan Associates March 2011 - Present
The Milestone Group November 1996 - May 2009
Americasmart January 1991 - October 1996
Skills
Corporate Communications, Media Relations, Integrated Marketing, Social Media Marketing, Website Management, Professional voice-over, cause marketing, New Urbanism, Advertising, Public Relations, Webmaster Services, Marketing Strategy, Cause Marketing, B2B Marketing, B2B, Marketing, Newsletters, Copywriting, Direct Marketing, Marketing Communications, Online Marketing, Email Marketing, Management
Education
University of Arkansas 1967 — 1971
BA, Journalism
Manhattan Associates September 2014 - Present
Manhattan Associates March 2011 - Present
The Milestone Group November 1996 - May 2009
Americasmart January 1991 - October 1996
Skills
Corporate Communications, Media Relations, Integrated Marketing, Social Media Marketing, Website Management, Professional voice-over, cause marketing, New Urbanism, Advertising, Public Relations, Webmaster Services, Marketing Strategy, Cause Marketing, B2B Marketing, B2B, Marketing, Newsletters, Copywriting, Direct Marketing, Marketing Communications, Online Marketing, Email Marketing, Management
Education
University of Arkansas 1967 — 1971
BA, Journalism
Brett Ferguson's The Milestone Group Experience June 2009 - January 2010
Job Business Analyst at WideOpenWest
Industry Financial Services
Experience
WideOpenWest March 2013 - Present
Shareholder Representative Services April 2010 - February 2013
The Milestone Group June 2009 - January 2010
Davis Partnership Architects January 2009 - April 2009
The Schwartz Mabry Group - Smith Barney June 2007 - December 2007
Education
University of Denver - Daniels College of Business 2005 — 2008
Bachelor of Science - Business Administration, Finance; Business
WideOpenWest March 2013 - Present
Shareholder Representative Services April 2010 - February 2013
The Milestone Group June 2009 - January 2010
Davis Partnership Architects January 2009 - April 2009
The Schwartz Mabry Group - Smith Barney June 2007 - December 2007
Education
University of Denver - Daniels College of Business 2005 — 2008
Bachelor of Science - Business Administration, Finance; Business
Erica Escalante's The Milestone Group Experience 2008 - 2010
Job Product Analyst at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group October 2014 - Present
Janus Capital Group March 2012 - October 2014
WealthTouch 2010 - October 2012
The Milestone Group 2008 - 2010
RBC March 2008 - September 2008
Stanfield Capital Partners May 2006 - March 2008
Skills
Equities, Investments, Asset Managment, Financial Services, Portfolio Management, Hedge Funds, Financial Analysis, Process Improvement, Financial Modeling, Mutual Funds, Bloomberg, Securities, Fixed Income, Asset Management, Alternative Investments, Wealth Management
Education
College of the Holy Cross
Manhattan College
BS, Business Administration
University of Colorado Denver
MBA, Finance
Janus Capital Group October 2014 - Present
Janus Capital Group March 2012 - October 2014
WealthTouch 2010 - October 2012
The Milestone Group 2008 - 2010
RBC March 2008 - September 2008
Stanfield Capital Partners May 2006 - March 2008
Skills
Equities, Investments, Asset Managment, Financial Services, Portfolio Management, Hedge Funds, Financial Analysis, Process Improvement, Financial Modeling, Mutual Funds, Bloomberg, Securities, Fixed Income, Asset Management, Alternative Investments, Wealth Management
Education
College of the Holy Cross
Manhattan College
BS, Business Administration
University of Colorado Denver
MBA, Finance
Jonathan Leifer's The Milestone Group Experience June 2010 - October 2010
Job Director of Acquisitions at Case Real Estate Capital
Industry Real Estate
Experience
Case Real Estate Capital March 2014 - Present
Ridgeline Real Estate Partners November 2012 - Present
Development Planning and Financing Group November 2012 - September 2013
Aeroterm April 2011 - November 2012
Development Planning and Financing Group November 2010 - March 2011
The Milestone Group June 2010 - October 2010
Sterling Properties of New Jersey May 2010 - June 2010
Finmarc Management, Inc. February 2010 - May 2010
Baltimore Development Corporation September 2009 - February 2010
Johns Hopkins University 2009 - 2010
Skills
Due Diligence, Real Estate, Feasibility Studies, Property Management, Asset Management, Urban Planning, Property, Acquisitions, Negotiation, Valuation, Entitlements, Hotels, Project Bidding, Mixed-use, Commercial Real Estate, Leases, Location Intelligence, Real Estate Economics, Asset Managment, Urban, Financial Modeling, Finance, Real Estate Development, Contract Negotiation, Residential Land..., Investments, Real Estate Transactions, Investment Properties, Dispositions
Education
The Johns Hopkins University 2009 — 2010
Masters, Real Estate
University of California, Berkeley 2009 — 2009
Certificate, Accounting, Statistics, Corporate Finance
Massachusetts Institute of Technology 2001 — 2005
Bachelor of Science, Urban Planning
Montclair Kimberley Academy
Case Real Estate Capital March 2014 - Present
Ridgeline Real Estate Partners November 2012 - Present
Development Planning and Financing Group November 2012 - September 2013
Aeroterm April 2011 - November 2012
Development Planning and Financing Group November 2010 - March 2011
The Milestone Group June 2010 - October 2010
Sterling Properties of New Jersey May 2010 - June 2010
Finmarc Management, Inc. February 2010 - May 2010
Baltimore Development Corporation September 2009 - February 2010
Johns Hopkins University 2009 - 2010
Skills
Due Diligence, Real Estate, Feasibility Studies, Property Management, Asset Management, Urban Planning, Property, Acquisitions, Negotiation, Valuation, Entitlements, Hotels, Project Bidding, Mixed-use, Commercial Real Estate, Leases, Location Intelligence, Real Estate Economics, Asset Managment, Urban, Financial Modeling, Finance, Real Estate Development, Contract Negotiation, Residential Land..., Investments, Real Estate Transactions, Investment Properties, Dispositions
Education
The Johns Hopkins University 2009 — 2010
Masters, Real Estate
University of California, Berkeley 2009 — 2009
Certificate, Accounting, Statistics, Corporate Finance
Massachusetts Institute of Technology 2001 — 2005
Bachelor of Science, Urban Planning
Montclair Kimberley Academy
Kristen Bradley's The Milestone Group Experience December 2002 - Present
Job Client Service Manager at The Milestone Group
Industry Financial Services
Experience
The Milestone Group December 2002 - Present
Self Employed 1994 - 2003
VIASYS Healthcare 2000 - 2002
State Farm 1997 - 2000
Skills
Customer Service, Microsoft Office 2010, Organization, Office Management, Investments, Employee Training, Financial Services, Proofreading, Trusts
Education
Red Rocks Community College 2002 — 2004
Business Administration and Management, General
Denver Business College 1991 — 1992
Travel and Tourism
The Milestone Group December 2002 - Present
Self Employed 1994 - 2003
VIASYS Healthcare 2000 - 2002
State Farm 1997 - 2000
Skills
Customer Service, Microsoft Office 2010, Organization, Office Management, Investments, Employee Training, Financial Services, Proofreading, Trusts
Education
Red Rocks Community College 2002 — 2004
Business Administration and Management, General
Denver Business College 1991 — 1992
Travel and Tourism
Colin Strong's The Milestone Group Experience July 2005 - August 2013
Job Senior Vice President at Waypoint Residential
Industry Real Estate
Experience
Waypoint Residential August 2013 - Present
The Milestone Group July 2005 - August 2013
JPI April 2001 - July 2005
The Archon Group April 1999 - April 2001
Walden Residential 1998 - 2000
Skills
Real Estate Economics, Real Estate Development, Asset Managment, Valuation, Investments, Asset Management, Financial Modeling, Due Diligence, Commercial Real Estate, Real Estate Financing, Disposition, Acquisitions, Real Estate Transactions, Real Estate, Brokerage, Dispositions
Education
University of South Carolina - Darla Moore School of Business 1991 — 1993
MBA, Finance
Southern Methodist University 1984 — 1988
BSME, Mechanical Engineering
Waypoint Residential August 2013 - Present
The Milestone Group July 2005 - August 2013
JPI April 2001 - July 2005
The Archon Group April 1999 - April 2001
Walden Residential 1998 - 2000
Skills
Real Estate Economics, Real Estate Development, Asset Managment, Valuation, Investments, Asset Management, Financial Modeling, Due Diligence, Commercial Real Estate, Real Estate Financing, Disposition, Acquisitions, Real Estate Transactions, Real Estate, Brokerage, Dispositions
Education
University of South Carolina - Darla Moore School of Business 1991 — 1993
MBA, Finance
Southern Methodist University 1984 — 1988
BSME, Mechanical Engineering
Ron Roan's The Milestone Group Experience May 2011 - Present
Job Vice President of Development and Acquisitions at Eastwind Development, LLC
Industry Real Estate
Experience
Eastwind Development, LLC 2013 - Present
The Milestone Group May 2011 - Present
Roan Consulting January 2011 - May 2011
Laramar Group October 2006 - October 2010
Creative Choice Homes 2003 - 2006
Education
University of Florida 1982 — 1986
BA
Eastwind Development, LLC 2013 - Present
The Milestone Group May 2011 - Present
Roan Consulting January 2011 - May 2011
Laramar Group October 2006 - October 2010
Creative Choice Homes 2003 - 2006
Education
University of Florida 1982 — 1986
BA