The Situs Companies
Industry: Company
DescriptionFounded: 1985 Parent organization: The Situs Companies LLC Subsidiaries: Real Estate Research Corporation, Situs Global Servicing GmbH, Situs Capital Management LLC
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The Situs Companies Employees
Employee
Years
Job
Industry
J. Ramon Marin J. Ramon Marin's The Situs Companies Experience April 2012 - August 2012
Job Director of Talent Acquisition
Industry Human Resources
Experience
XL Parts August 2012 - Present
The Situs Companies April 2012 - August 2012
The Friedkin Group September 2011 - February 2012
Partnership Employment (contract) March 2011 - September 2011
ASAP Talent Services February 2011 - March 2011
IQ Tech Pros, formerly Saga Consulting Services July 2010 - February 2011
U.S. Energy Consultants December 2008 - June 2010
Skyline Displays of Houston 2008 - 2009
First Franklin January 2005 - May 2008
Williams 1994 - 2002
Skills
Technical Recruiting, Recruiting, Talent Acquisition, Contract Recruitment, Employee Relations, Business Intelligence, Vendor Management, Sourcing, Human Resources, Management, Executive Search, Temporary Placement, SAP, Internet Recruiting, Applicant Tracking..., Account Management, Leadership, ABAP, Benefits Negotiation
Education
Sam Houston State University
Spring woods
XL Parts August 2012 - Present
The Situs Companies April 2012 - August 2012
The Friedkin Group September 2011 - February 2012
Partnership Employment (contract) March 2011 - September 2011
ASAP Talent Services February 2011 - March 2011
IQ Tech Pros, formerly Saga Consulting Services July 2010 - February 2011
U.S. Energy Consultants December 2008 - June 2010
Skyline Displays of Houston 2008 - 2009
First Franklin January 2005 - May 2008
Williams 1994 - 2002
Skills
Technical Recruiting, Recruiting, Talent Acquisition, Contract Recruitment, Employee Relations, Business Intelligence, Vendor Management, Sourcing, Human Resources, Management, Executive Search, Temporary Placement, SAP, Internet Recruiting, Applicant Tracking..., Account Management, Leadership, ABAP, Benefits Negotiation
Education
Sam Houston State University
Spring woods
Cori Stanley Cori Stanley's The Situs Companies Experience February 2011 - March 2012
Job AVP/Small Business/Commercial Underwriting Manager at Amegy Bank
Industry Banking
Experience
Amegy Bank April 2014 - Present
Amegy Bank February 2012 - April 2014
The Situs Companies February 2011 - March 2012
First Bank September 2008 - June 2010
Prologis June 2005 - September 2006
Fire Alarm Services June 2003 - June 2005
Skills
Asset Management, Mortgage Underwriting, Branch Management, Account Reconciliation, Accounting, Analysis, Asset Managment, Banking, Credit, Credit Analysis, Financial Risk, Investments, Loan Origination, Loans, Mortgage Lending, Portfolio Management, Relationship Management
Education
University of Colorado at Denver 2003 — 2006
B.S. in Business Administration
Front Range Community College 2001 — 2003
Associates
Amegy Bank April 2014 - Present
Amegy Bank February 2012 - April 2014
The Situs Companies February 2011 - March 2012
First Bank September 2008 - June 2010
Prologis June 2005 - September 2006
Fire Alarm Services June 2003 - June 2005
Skills
Asset Management, Mortgage Underwriting, Branch Management, Account Reconciliation, Accounting, Analysis, Asset Managment, Banking, Credit, Credit Analysis, Financial Risk, Investments, Loan Origination, Loans, Mortgage Lending, Portfolio Management, Relationship Management
Education
University of Colorado at Denver 2003 — 2006
B.S. in Business Administration
Front Range Community College 2001 — 2003
Associates
Anne Jablonski Anne Jablonski's The Situs Companies Experience 1997 - June 2014
Job Executive Managing Director/Global Business Development Head of Valuation and Advisory
Industry Real Estate
Experience
Cushman & Wakefield July 2014 - Present
The Situs Companies 1997 - June 2014
Gencom Hospitality 1996 - 1997
Ernst & Young 1991 - 1996
Jay Massey Company 1991 - 1993
Education
The University of Dallas 1987 — 1991
St. Agnes Academy
Cushman & Wakefield July 2014 - Present
The Situs Companies 1997 - June 2014
Gencom Hospitality 1996 - 1997
Ernst & Young 1991 - 1996
Jay Massey Company 1991 - 1993
Education
The University of Dallas 1987 — 1991
St. Agnes Academy
Julie Soltis Julie Soltis's The Situs Companies Experience August 2008 - February 2012
Job Marketing and Communications
Industry Architecture & Planning
Experience
SpawGlass July 2015 - Present
PGAL November 2014 - June 2015
Balfour Beatty Construction May 2012 - October 2014
The Situs Companies August 2008 - February 2012
Perry Homes August 2006 - August 2008
Foley's November 2001 - June 2006
Career Apparel October 1995 - March 2000
Children's Museum of Houston August 1992 - April 1995
Winius-Brandon August 1989 - July 1990
Skills
Photoshop, InDesign, HTML + CSS, Newsletters, Brochures, Content Management, Trade Show Graphics, Advertising, Direct Mail, Marketing Communications, QuarkXPress, Email Marketing, Social Media Marketing, Marketing, Marketing Strategy, Public Relations, Event Planning, Direct Marketing, Social Media, Corporate Communications, Copywriting, Creative Writing, Illustrator, Graphics, Proposal Writing, Graphic Design, Web Design, Strategy, Logo Design, Adobe Creative Suite, Press Releases
Education
Texas A&M University 1985 — 1989
BS
Longview High School 1980 — 1985
SpawGlass July 2015 - Present
PGAL November 2014 - June 2015
Balfour Beatty Construction May 2012 - October 2014
The Situs Companies August 2008 - February 2012
Perry Homes August 2006 - August 2008
Foley's November 2001 - June 2006
Career Apparel October 1995 - March 2000
Children's Museum of Houston August 1992 - April 1995
Winius-Brandon August 1989 - July 1990
Skills
Photoshop, InDesign, HTML + CSS, Newsletters, Brochures, Content Management, Trade Show Graphics, Advertising, Direct Mail, Marketing Communications, QuarkXPress, Email Marketing, Social Media Marketing, Marketing, Marketing Strategy, Public Relations, Event Planning, Direct Marketing, Social Media, Corporate Communications, Copywriting, Creative Writing, Illustrator, Graphics, Proposal Writing, Graphic Design, Web Design, Strategy, Logo Design, Adobe Creative Suite, Press Releases
Education
Texas A&M University 1985 — 1989
BS
Longview High School 1980 — 1985
Edward Blum Edward Blum's The Situs Companies Experience 2003 - 2007
Job Executive Consultant
Industry Banking
Experience
Warbird Consulting Partners, LLC 2012 - Present
Citi 2011 - 2012
MMC Group LP 2010 - 2011
Beal Bank 2009 - 2010
Hometown Commercial Capital 2007 - 2008
The Situs Companies 2003 - 2007
Education
Universidad APEC
Bachelors, Business Administration
Warbird Consulting Partners, LLC 2012 - Present
Citi 2011 - 2012
MMC Group LP 2010 - 2011
Beal Bank 2009 - 2010
Hometown Commercial Capital 2007 - 2008
The Situs Companies 2003 - 2007
Education
Universidad APEC
Bachelors, Business Administration
Kenia Quinonez Kenia Quinonez's The Situs Companies Experience July 2010 - September 2012
Job Wells Fargo
Industry Investment Banking
Experience
Wells Fargo January 2015 - Present
Barclays Investment Bank October 2013 - December 2014
Allied Group January 2013 - October 2013
The Situs Companies July 2010 - September 2012
The Bank of New York Mellon January 2006 - July 2010
Skills
Asset Managment, Portfolio Management, Banking, Credit, Account Reconciliation, Loans, Risk Management, Cash Flow, Loan Servicing, Cash Management, Asset Management, Analysis, Management, Finance, Financial Analysis, Accounting
Education
University of Houston 1998 — 2003
Bachelor of Science, Economics/Finance
Wells Fargo January 2015 - Present
Barclays Investment Bank October 2013 - December 2014
Allied Group January 2013 - October 2013
The Situs Companies July 2010 - September 2012
The Bank of New York Mellon January 2006 - July 2010
Skills
Asset Managment, Portfolio Management, Banking, Credit, Account Reconciliation, Loans, Risk Management, Cash Flow, Loan Servicing, Cash Management, Asset Management, Analysis, Management, Finance, Financial Analysis, Accounting
Education
University of Houston 1998 — 2003
Bachelor of Science, Economics/Finance
Lisa K Bunner's The Situs Companies Experience February 2001 - June 2005
Job Managing Principal and FounderTwo12 Realty Advisors, LLC
Industry Hospitality
Experience
Two12 Realty Advisors, LLC February 2014 - Present
Moody National Companies June 2005 - February 2014
The Situs Companies February 2001 - June 2005
Arthur Andersen, LLP July 1997 - February 2001
Real Estate Research Corporation September 1995 - July 1997
Cushman & Wakefield March 1995 - September 1995
Kenneth Leventhal & Company, Houston, TX January 1992 - May 1994
Hyatt Hotels & Resorts October 1987 - January 1992
Skills
Due Diligence, Asset Management, Real Estate Development, Commercial Real Estate, Hospitality Industry, Acquisitions, Market Analysis, Asset Managment, Underwriting, Disposition, Claims Management, Loan Documents, CMBS, Contract Negotiation, Closings, Investment Properties, Dispositions, Hospitality, Hospitality Consulting, Finance, Financial Analysis, Management, Negotiation
Education
University of Houston 1982 — 1987
Bachelor's Degree, Hotel & Restaurant Management
Two12 Realty Advisors, LLC February 2014 - Present
Moody National Companies June 2005 - February 2014
The Situs Companies February 2001 - June 2005
Arthur Andersen, LLP July 1997 - February 2001
Real Estate Research Corporation September 1995 - July 1997
Cushman & Wakefield March 1995 - September 1995
Kenneth Leventhal & Company, Houston, TX January 1992 - May 1994
Hyatt Hotels & Resorts October 1987 - January 1992
Skills
Due Diligence, Asset Management, Real Estate Development, Commercial Real Estate, Hospitality Industry, Acquisitions, Market Analysis, Asset Managment, Underwriting, Disposition, Claims Management, Loan Documents, CMBS, Contract Negotiation, Closings, Investment Properties, Dispositions, Hospitality, Hospitality Consulting, Finance, Financial Analysis, Management, Negotiation
Education
University of Houston 1982 — 1987
Bachelor's Degree, Hotel & Restaurant Management
Kelly Graml Lomax's The Situs Companies Experience 2011 - May 2013
Job
Industry Legal Services
Experience
Synergy Legal Staffing (2010-2015); Gibson Arnold & Associates (2015) 2010 - Present
Kelly Graml, Attorney at Law 2008 - Present
The Situs Companies 2011 - May 2013
Marjorie S. Schultz & Associates November 2007 - January 2011
John Graml & Associates 2004 - 2007
Skills
Probate Administration, Electronic Discovery, Legal Writing, Legal Research, Research and Analysis, Report Writing, Editing, Nonprofits, Family Law, Project Coordination, Refugees, Special Immigrant..., Preparation of Wills, Mentoring, Grant Proposals, Press Releases, Public Speaking, Organization Skills, Connectedness, People Skills, Estate Planning, Small Business, Due Diligence, Lease Abstracting, Powers of Attorney, Microsoft Office
Education
South Texas College of Law
Doctor of Law (JD), Law
St. Agnes Academy
High School, N/A
Texas A&M University
BA, journalism
Synergy Legal Staffing (2010-2015); Gibson Arnold & Associates (2015) 2010 - Present
Kelly Graml, Attorney at Law 2008 - Present
The Situs Companies 2011 - May 2013
Marjorie S. Schultz & Associates November 2007 - January 2011
John Graml & Associates 2004 - 2007
Skills
Probate Administration, Electronic Discovery, Legal Writing, Legal Research, Research and Analysis, Report Writing, Editing, Nonprofits, Family Law, Project Coordination, Refugees, Special Immigrant..., Preparation of Wills, Mentoring, Grant Proposals, Press Releases, Public Speaking, Organization Skills, Connectedness, People Skills, Estate Planning, Small Business, Due Diligence, Lease Abstracting, Powers of Attorney, Microsoft Office
Education
South Texas College of Law
Doctor of Law (JD), Law
St. Agnes Academy
High School, N/A
Texas A&M University
BA, journalism
Sonia Horton Sonia Horton's The Situs Companies Experience September 2000 - July 2015
Job Diligence & Advisory
Industry Commercial Real Estate
Experience
Cushman & Wakefield July 2015 - Present
The Situs Companies September 2000 - July 2015
Texas Workforce Commission September 1999 - May 2000
Skills
Due Diligence, Commercial Real Estate..., CMBS, Financial Analysis, Market Research, Underwriting, Asset Managment, Real Estate, Real Estate Economics, Asset Management, Analysis, Mergers & Acquisitions, Disposition, Leases, Market Analysis, Valuation, Appraisals, Commercial Real Estate, Real Estate Transactions, Real Estate Development, Commercial Mortgages, Portfolio Management, Investment Properties, Loans, Dispositions
Education
St. Edward's University 1995 — 1999
Bachelor's degree, Spanish & International Business
Cushman & Wakefield July 2015 - Present
The Situs Companies September 2000 - July 2015
Texas Workforce Commission September 1999 - May 2000
Skills
Due Diligence, Commercial Real Estate..., CMBS, Financial Analysis, Market Research, Underwriting, Asset Managment, Real Estate, Real Estate Economics, Asset Management, Analysis, Mergers & Acquisitions, Disposition, Leases, Market Analysis, Valuation, Appraisals, Commercial Real Estate, Real Estate Transactions, Real Estate Development, Commercial Mortgages, Portfolio Management, Investment Properties, Loans, Dispositions
Education
St. Edward's University 1995 — 1999
Bachelor's degree, Spanish & International Business
Sarvesh Patel Sarvesh Patel's The Situs Companies Experience February 2011 - December 2011
Job
Industry Hospital & Health Care
Experience
HCA June 2012 - Present
Community Health Network April 2012 - May 2012
Texas Children's Hospital December 2011 - April 2012
The Situs Companies February 2011 - December 2011
The Situs Companies July 2010 - February 2011
United Central Bank August 2007 - July 2010
Woodforest National Bank April 2006 - August 2007
Gujarati Samaj of Houston October 2004 - October 2005
Skills
Leadership, EMR, Epic Systems, Training, Analysis, Project Management, Software Implementation, Project Implementation, SAP, Process Improvement, Financial Systems..., Oracle Applications, Cassiopae, Microsoft Office, Physician Relations, Financial Analysis, Software Documentation, Healthcare Information..., HIPAA
Education
University of Houston 2005 — 2010
Bachelor of Business Administration (B.B.A.)
Wall Street Prep 2011 — 2011
HCA June 2012 - Present
Community Health Network April 2012 - May 2012
Texas Children's Hospital December 2011 - April 2012
The Situs Companies February 2011 - December 2011
The Situs Companies July 2010 - February 2011
United Central Bank August 2007 - July 2010
Woodforest National Bank April 2006 - August 2007
Gujarati Samaj of Houston October 2004 - October 2005
Skills
Leadership, EMR, Epic Systems, Training, Analysis, Project Management, Software Implementation, Project Implementation, SAP, Process Improvement, Financial Systems..., Oracle Applications, Cassiopae, Microsoft Office, Physician Relations, Financial Analysis, Software Documentation, Healthcare Information..., HIPAA
Education
University of Houston 2005 — 2010
Bachelor of Business Administration (B.B.A.)
Wall Street Prep 2011 — 2011
Candace Devaney's The Situs Companies Experience July 2010 - December 2013
Job Vice President at Situs
Industry Banking
Experience
Situs January 2014 - Present
Isagenix April 2013 - Present
DEVCO Asset Services, LLC July 2010 - Present
Proclaim, Inc. April 2009 - Present
Inside-Out Home Repairs April 2004 - Present
The Situs Companies July 2010 - December 2013
RR Donnelley/Office Tiger/MortgageRamp/Univest February 1997 - July 2010
Clark Group & Associates November 2002 - March 2004
EQ Services, Inc./AMRESCO February 1992 - December 1997
Skills
Commercial Mortgages, Underwriting
Education
Indiana State University 1979 — 1983
Bachelor of Science, Business, Marketing & Real Estate
Situs January 2014 - Present
Isagenix April 2013 - Present
DEVCO Asset Services, LLC July 2010 - Present
Proclaim, Inc. April 2009 - Present
Inside-Out Home Repairs April 2004 - Present
The Situs Companies July 2010 - December 2013
RR Donnelley/Office Tiger/MortgageRamp/Univest February 1997 - July 2010
Clark Group & Associates November 2002 - March 2004
EQ Services, Inc./AMRESCO February 1992 - December 1997
Skills
Commercial Mortgages, Underwriting
Education
Indiana State University 1979 — 1983
Bachelor of Science, Business, Marketing & Real Estate
Vaidas Nutautas Vaidas Nutautas's The Situs Companies Experience September 2010 - October 2011
Job Vice President at Brown Brothers Harriman
Industry Investment Management
Experience
Brown Brothers Harriman July 2013 - Present
Moody's Investors Service November 2011 - July 2013
The Situs Companies September 2010 - October 2011
Deutsche Bank April 2005 - February 2009
CIBC World Markets April 2003 - April 2005
Skills
Structured Finance, Real Estate, Due Diligence, Loans, Analysis, Commercial Real Estate, Capital Markets, Financial Structuring, Portfolio Management, Commercial Mortgages, Credit, Credit Analysis, Financial Modeling, Valuation, Underwriting, Bonds, CMBS, Securitization, Investments
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
Connecticut College 1998 — 2002
BA, Economics
Brown Brothers Harriman July 2013 - Present
Moody's Investors Service November 2011 - July 2013
The Situs Companies September 2010 - October 2011
Deutsche Bank April 2005 - February 2009
CIBC World Markets April 2003 - April 2005
Skills
Structured Finance, Real Estate, Due Diligence, Loans, Analysis, Commercial Real Estate, Capital Markets, Financial Structuring, Portfolio Management, Commercial Mortgages, Credit, Credit Analysis, Financial Modeling, Valuation, Underwriting, Bonds, CMBS, Securitization, Investments
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
Connecticut College 1998 — 2002
BA, Economics
Andrew Buckley Andrew Buckley's The Situs Companies Experience July 2005 - July 2006
Job Vice President Real Estate Capital Markets at Regions Financial Corporation
Industry Capital Markets
Experience
Regions Financial Corporation October 2014 - Present
Regions Financial Corporation July 2006 - September 2014
The Situs Companies July 2005 - July 2006
U.S. House of Representatives 2003 - 2003
Morgan Keegan & Co Inc 2002 - 2002
United States Senate 2001 - 2001
Skills
Credit Analysis, Underwriting, Financial Modeling, Due Diligence, Commercial Real Estate, Loan Origination, Real Estate Financing, FHA, Bloomberg, CMBS, Capital Markets, Investment Properties
Education
University of Mississippi 2004 — 2005
MBA, Finance
University of Mississippi 1998 — 2002
BBA, Managerial Finance
Regions Financial Corporation October 2014 - Present
Regions Financial Corporation July 2006 - September 2014
The Situs Companies July 2005 - July 2006
U.S. House of Representatives 2003 - 2003
Morgan Keegan & Co Inc 2002 - 2002
United States Senate 2001 - 2001
Skills
Credit Analysis, Underwriting, Financial Modeling, Due Diligence, Commercial Real Estate, Loan Origination, Real Estate Financing, FHA, Bloomberg, CMBS, Capital Markets, Investment Properties
Education
University of Mississippi 2004 — 2005
MBA, Finance
University of Mississippi 1998 — 2002
BBA, Managerial Finance
Courtney Lewis Steinfeld's The Situs Companies Experience 2002 - 2004
Job Aveda Salon Development Partner at Neill Corporation
Industry Cosmetics
Experience
Neill Corporation October 2006 - Present
SuperClubs Resorts 2004 - 2006
The Situs Companies 2002 - 2004
Skills
Account Management, Beauty Industry, Cosmetics, Customer Service, Marketing, Marketing Strategy, New Business Development, Retail, Sales, Sales Management, Strategic Planning, Brand Management, Merchandising
Education
The University of Texas at Austin 1998 — 2002
Bachelor of Science, Corporate Communication
Neill Corporation October 2006 - Present
SuperClubs Resorts 2004 - 2006
The Situs Companies 2002 - 2004
Skills
Account Management, Beauty Industry, Cosmetics, Customer Service, Marketing, Marketing Strategy, New Business Development, Retail, Sales, Sales Management, Strategic Planning, Brand Management, Merchandising
Education
The University of Texas at Austin 1998 — 2002
Bachelor of Science, Corporate Communication
Tracey Gaffney Tracey Gaffney's The Situs Companies Experience November 2009 - July 2012
Job Sr. CT Deal Lifecycle Mgmt Administrator at BNY Mellon
Industry Banking
Experience
BNY Mellon April 2013 - Present
The Situs Companies November 2009 - July 2012
BNY Mellon September 2008 - October 2009
BNY Mellon September 2007 - September 2008
Franklin Fidelity Management August 2005 - September 2006
TD Securities, (USA), Inc May 1999 - October 2004
Skills
Account Reconciliation, Credit, Loans, Banking, Cash Flow, Accounting, Commercial Mortgages, Portfolio Management, Customer Service, Mortgage Lending, Loan Servicing, Asset Management, Microsoft Word, Microsoft Excel, Risk Management
Education
Jackson State University 1987 — 1991
BBA, Business Administration
BNY Mellon April 2013 - Present
The Situs Companies November 2009 - July 2012
BNY Mellon September 2008 - October 2009
BNY Mellon September 2007 - September 2008
Franklin Fidelity Management August 2005 - September 2006
TD Securities, (USA), Inc May 1999 - October 2004
Skills
Account Reconciliation, Credit, Loans, Banking, Cash Flow, Accounting, Commercial Mortgages, Portfolio Management, Customer Service, Mortgage Lending, Loan Servicing, Asset Management, Microsoft Word, Microsoft Excel, Risk Management
Education
Jackson State University 1987 — 1991
BBA, Business Administration
Sahil I Sahil I's The Situs Companies Experience 2006 - 2008
Job Fitness Entrepreneur
Industry Health, Wellness and Fitness
Experience
Sahil I January 2011 - Present
The Situs Companies 2006 - 2008
Skills
Public Speaking, Research, Risk Management, Bodybuilding, Fitness Industry, Fitness Training, Fitness Consulting, Fitness, Fitness Modeling, Nutrition, Food Supplements, Sports Nutrition, Weight Training, Cardiovascular Fitness, Powerlifting, Muay Thai, Modeling, Social Media, Motorcycle, Finance, Public Finance, Economic Development, Mortgage Underwriting, Underwriting, Public Policy, Interviewing Skills, Interview Preparation, Enforcement, International Economics, Politics, Economics, Firearms, Criminal Justice, Financial Modeling, Customer Service, Financial Analysis, Investments, Leadership, Management, Marketing, Social Media Marketing
Education
New York University, Stern School of Business 2003 — 2005
Bachelor's degree, Finance, General
University of Miami 2001 — 2003
Sahil I January 2011 - Present
The Situs Companies 2006 - 2008
Skills
Public Speaking, Research, Risk Management, Bodybuilding, Fitness Industry, Fitness Training, Fitness Consulting, Fitness, Fitness Modeling, Nutrition, Food Supplements, Sports Nutrition, Weight Training, Cardiovascular Fitness, Powerlifting, Muay Thai, Modeling, Social Media, Motorcycle, Finance, Public Finance, Economic Development, Mortgage Underwriting, Underwriting, Public Policy, Interviewing Skills, Interview Preparation, Enforcement, International Economics, Politics, Economics, Firearms, Criminal Justice, Financial Modeling, Customer Service, Financial Analysis, Investments, Leadership, Management, Marketing, Social Media Marketing
Education
New York University, Stern School of Business 2003 — 2005
Bachelor's degree, Finance, General
University of Miami 2001 — 2003
Michelle Pendley Michelle Pendley's The Situs Companies Experience March 2011 - February 2012
Job Commerical Portfolio Manager at Ocwen Financial Corporation
Industry Legal Services
Experience
Ocwen Financial Corporation February 2012 - Present
The Situs Companies March 2011 - February 2012
Linebarger Goggan Blair & Sampson, LLP June 2008 - January 2010
Texas State Bank May 2006 - May 2008
JPMorgan Chase January 2006 - May 2006
JPMorgan Chase January 2005 - December 2005
TD Securities January 1998 - January 2004
TD Securities January 2000 - January 2002
TD Securities January 1998 - January 2000
Bank of Houston, (Whitney Bank) January 1990 - January 1998
Skills
Loans, Credit, Banking, Risk Management, Real Estate, Underwriting, Asset Management, Credit Risk, Portfolio Management, Financial Services, Investments, Accounting, Cash Flow, Customer Service, Finance, Analysis, Commercial Mortgages, Financial Reporting, Account Reconciliation, Mortgage Lending, Microsoft Excel, Bloomberg, Treasury Management, Loss Mitigation, Derivatives, Cash Management, Loan Servicing, Structured Finance, Due Diligence, Commercial Real Estate, Credit Analysis, Management, Commercial Lending, Financial Analysis
Education
Houston Association of Bankruptcy Paralegals 2009 2008 — 2012
Certificate of Membership, Bankrupcty-Paralegal
Houston Community College
AAS, Legal Assistant Technology, Paralegal
San Jacinto College
AAS, Office Administration Executive Secretary
Ocwen Financial Corporation February 2012 - Present
The Situs Companies March 2011 - February 2012
Linebarger Goggan Blair & Sampson, LLP June 2008 - January 2010
Texas State Bank May 2006 - May 2008
JPMorgan Chase January 2006 - May 2006
JPMorgan Chase January 2005 - December 2005
TD Securities January 1998 - January 2004
TD Securities January 2000 - January 2002
TD Securities January 1998 - January 2000
Bank of Houston, (Whitney Bank) January 1990 - January 1998
Skills
Loans, Credit, Banking, Risk Management, Real Estate, Underwriting, Asset Management, Credit Risk, Portfolio Management, Financial Services, Investments, Accounting, Cash Flow, Customer Service, Finance, Analysis, Commercial Mortgages, Financial Reporting, Account Reconciliation, Mortgage Lending, Microsoft Excel, Bloomberg, Treasury Management, Loss Mitigation, Derivatives, Cash Management, Loan Servicing, Structured Finance, Due Diligence, Commercial Real Estate, Credit Analysis, Management, Commercial Lending, Financial Analysis
Education
Houston Association of Bankruptcy Paralegals 2009 2008 — 2012
Certificate of Membership, Bankrupcty-Paralegal
Houston Community College
AAS, Legal Assistant Technology, Paralegal
San Jacinto College
AAS, Office Administration Executive Secretary
Keith Williamson Keith Williamson's The Situs Companies Experience June 2010 - October 2011
Job Vice President, Principal Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2013 - Present
BBVA Compass October 2011 - September 2013
The Situs Companies June 2010 - October 2011
Sterling Bank January 2010 - June 2010
MMC Group/FDIC Contractor 2008 - December 2009
5K Homes, Inc. 2005 - December 2009
RSKW No. 1, Ltd. 2002 - 2005
First American Bank 1996 - 2002
Bank One 1994 - 1996
Skills
Loan Servicing, Appraisals, Loans, Real Estate, Asset Management, Real Estate Development, Commercial Banking, Real Estate Economics, Mortgage Lending, Underwriting, Loan Origination, Commercial Mortgages, Mortgage Banking, Commercial Lending, Credit Analysis, Real Estate Financing, Asset Managment, Commercial Real Estate, Credit, Portfolio Management, Disposition, Construction Loans, Refinance, Small Business Lending, Valuation, Loss Mitigation, Residential Mortgages, Financial Structuring, Due Diligence, Investments, Real Estate Transactions, Investment Properties, Brokerage, Structured Finance, Acquisitions, Lines Of Credit, FHA, Credit Risk, Banking, Financial Analysis, Asset Based Lending
Education
Texas A&M University 1981 — 1988
MS
Texas A&M University 1981 — 1985
BBA
Wells Fargo October 2013 - Present
BBVA Compass October 2011 - September 2013
The Situs Companies June 2010 - October 2011
Sterling Bank January 2010 - June 2010
MMC Group/FDIC Contractor 2008 - December 2009
5K Homes, Inc. 2005 - December 2009
RSKW No. 1, Ltd. 2002 - 2005
First American Bank 1996 - 2002
Bank One 1994 - 1996
Skills
Loan Servicing, Appraisals, Loans, Real Estate, Asset Management, Real Estate Development, Commercial Banking, Real Estate Economics, Mortgage Lending, Underwriting, Loan Origination, Commercial Mortgages, Mortgage Banking, Commercial Lending, Credit Analysis, Real Estate Financing, Asset Managment, Commercial Real Estate, Credit, Portfolio Management, Disposition, Construction Loans, Refinance, Small Business Lending, Valuation, Loss Mitigation, Residential Mortgages, Financial Structuring, Due Diligence, Investments, Real Estate Transactions, Investment Properties, Brokerage, Structured Finance, Acquisitions, Lines Of Credit, FHA, Credit Risk, Banking, Financial Analysis, Asset Based Lending
Education
Texas A&M University 1981 — 1988
MS
Texas A&M University 1981 — 1985
BBA
Peggy Patras Peggy Patras's The Situs Companies Experience March 2011 - September 2013
Job Team Leader – Liens & Document Management at The Situs Companies
Industry Financial Services
Experience
The Situs Companies March 2011 - September 2013
The Situs Companies March 2010 - March 2011
The Bank of New York Mellon December 2005 - March 2010
Prodigy Environmental Inc September 2002 - December 2005
Skills
Corporate Trust, Financial Reporting, Financial Analysis, Cash Management, Cash Flow, Investor Reporting, Loan Modifications, Compliance, Process Improvement, Process Management, Data Analysis, Loan Servicing, Client Services, Treasury Management, Staff Supervision, Staff Training, System Convesrions, Asset Management, Account Reconciliation, Financial Services, Portfolio Management
Education
University of Houston 1998 — 2002
BA, Communications, Cum Laude
The Situs Companies March 2011 - September 2013
The Situs Companies March 2010 - March 2011
The Bank of New York Mellon December 2005 - March 2010
Prodigy Environmental Inc September 2002 - December 2005
Skills
Corporate Trust, Financial Reporting, Financial Analysis, Cash Management, Cash Flow, Investor Reporting, Loan Modifications, Compliance, Process Improvement, Process Management, Data Analysis, Loan Servicing, Client Services, Treasury Management, Staff Supervision, Staff Training, System Convesrions, Asset Management, Account Reconciliation, Financial Services, Portfolio Management
Education
University of Houston 1998 — 2002
BA, Communications, Cum Laude
Chris Dodson Chris Dodson's The Situs Companies Experience June 2011 - March 2012
Job Portfolio Manager, Commercial Real Estate
Industry Real Estate
Experience
Ocwen Financial Corporation May 2012 - Present
The Situs Companies June 2011 - March 2012
Consultant April 2010 - June 2011
Asset Link February 2008 - August 2009
Aegis Mortgage January 2005 - July 2007
Aegis Mortgage June 2002 - December 2004
UBS/PaineWebber June 2001 - May 2002
Aegis Mortgage July 1998 - June 2001
Skills
Strategic Planning, Mortgage Lending, Portfolio Management, Underwriting, Mortgage Servicing, Commercial Real Estate, Account Management, Negotiation, Refinance, Credit, Finance, Customer Service, Real Estate Economics, Microsoft Excel, Loan Servicing, Mortgage Banking, Management, Business Relationship..., Marketing, Real Estate, Tactical Planning, Accounting, Cash Flow, SharePoint, Investor Reporting, Inside Sales, Direct Sales, Social Media Marketing, Customer Relations, Real Estate Finance, Fannie Mae, Freddie Mac, Excel, CMBS, Vendor Management, Visio, Access, Valuation, Banking, Loans, Asset Management, Analysis, Financial Analysis, Financial Reporting, Team Leadership, Commercial Mortgages, Cash Management, Leadership, Due Diligence
Education
Champions School Of Real Estate 2015 — 2015
Texas Real Estate License, Real Estate
St. Edward's University 1995 — 1998
Bachelor of Arts, International Relations and Marketing
Webster University 1994 — 1995
International Relations
Ocwen Financial Corporation May 2012 - Present
The Situs Companies June 2011 - March 2012
Consultant April 2010 - June 2011
Asset Link February 2008 - August 2009
Aegis Mortgage January 2005 - July 2007
Aegis Mortgage June 2002 - December 2004
UBS/PaineWebber June 2001 - May 2002
Aegis Mortgage July 1998 - June 2001
Skills
Strategic Planning, Mortgage Lending, Portfolio Management, Underwriting, Mortgage Servicing, Commercial Real Estate, Account Management, Negotiation, Refinance, Credit, Finance, Customer Service, Real Estate Economics, Microsoft Excel, Loan Servicing, Mortgage Banking, Management, Business Relationship..., Marketing, Real Estate, Tactical Planning, Accounting, Cash Flow, SharePoint, Investor Reporting, Inside Sales, Direct Sales, Social Media Marketing, Customer Relations, Real Estate Finance, Fannie Mae, Freddie Mac, Excel, CMBS, Vendor Management, Visio, Access, Valuation, Banking, Loans, Asset Management, Analysis, Financial Analysis, Financial Reporting, Team Leadership, Commercial Mortgages, Cash Management, Leadership, Due Diligence
Education
Champions School Of Real Estate 2015 — 2015
Texas Real Estate License, Real Estate
St. Edward's University 1995 — 1998
Bachelor of Arts, International Relations and Marketing
Webster University 1994 — 1995
International Relations
Derek Alef Derek Alef's The Situs Companies Experience August 2011 - March 2012
Job Portfolio Reporting
Industry Financial Services
Experience
Dekka Tek LLC October 2007 - Present
Mount Kellett Capital April 2012 - August 2014
The Situs Companies August 2011 - March 2012
Dimensional Fund Advisors September 2010 - August 2011
Yardi Systems August 2006 - September 2007
Goldman Sachs Realty Japan Ltd. June 2000 - March 2006
Skills
Process Improvement, Microsoft Excel, Sarbanes-Oxley, Asset Managment, Financial Analysis, Financial Modeling, Valuation, Portfolio Management, Investments, Due Diligence, Business Analysis, Risk Management, Finance, Management, Business Strategy, Program Management, Financial Services, Private Equity, Leadership, Equities, Corporate Finance, Business Intelligence, Data Analysis, Strategic Planning, Strategy, Financial Reporting
Education
National University of Singapore 2007 — 2008
MBA, Business
University of California, Los Angeles - The Anderson School of Management 2007 — 2008
MBA
University of California, Santa Barbara 1996 — 1998
BA, Business Economics
Michigan State University 1993 — 1996
International Finance
Dekka Tek LLC October 2007 - Present
Mount Kellett Capital April 2012 - August 2014
The Situs Companies August 2011 - March 2012
Dimensional Fund Advisors September 2010 - August 2011
Yardi Systems August 2006 - September 2007
Goldman Sachs Realty Japan Ltd. June 2000 - March 2006
Skills
Process Improvement, Microsoft Excel, Sarbanes-Oxley, Asset Managment, Financial Analysis, Financial Modeling, Valuation, Portfolio Management, Investments, Due Diligence, Business Analysis, Risk Management, Finance, Management, Business Strategy, Program Management, Financial Services, Private Equity, Leadership, Equities, Corporate Finance, Business Intelligence, Data Analysis, Strategic Planning, Strategy, Financial Reporting
Education
National University of Singapore 2007 — 2008
MBA, Business
University of California, Los Angeles - The Anderson School of Management 2007 — 2008
MBA
University of California, Santa Barbara 1996 — 1998
BA, Business Economics
Michigan State University 1993 — 1996
International Finance
Leanne Miller Harte Leanne Miller Harte's The Situs Companies Experience November 2008 - May 2010
Job Marketing Specialist, Pinehurst Medical, Inc.
Industry Medical Practice
Experience
Pinehurst Medical Clinic December 2014 - Present
McGill Associates, P.A. August 2013 - December 2014
Pinehurst Medical Clinic July 2012 - August 2013
Roger D. Waddell, MD August 2010 - July 2012
The Situs Companies November 2008 - May 2010
FirstHealth of the Carolinas November 1998 - December 2007
Delta Financial, Inc. 1995 - 1998
Professional Management 1993 - 1994
Billian Publishing 1990 - 1993
Muirfield Broadcasting 1988 - 1990
Skills
Healthcare, Microsoft Office, PowerPoint, Budgeting, Customer Service, Administrative..., Database Administration, Accounts Payable, Fundraising, Public Relations, Sales, sales support, Project Management, Public Speaking, Social Media, Microsoft Excel, Strategic Planning, Event Planning, Budgets, Financial Analysis, Editing, Change Management, Outlook, Microsoft Word, Process Scheduler, Administrative..., Sales Operations
Education
Culver Stockton College 1983 — 1987
B.S., Business Administration
Pinehurst Medical Clinic December 2014 - Present
McGill Associates, P.A. August 2013 - December 2014
Pinehurst Medical Clinic July 2012 - August 2013
Roger D. Waddell, MD August 2010 - July 2012
The Situs Companies November 2008 - May 2010
FirstHealth of the Carolinas November 1998 - December 2007
Delta Financial, Inc. 1995 - 1998
Professional Management 1993 - 1994
Billian Publishing 1990 - 1993
Muirfield Broadcasting 1988 - 1990
Skills
Healthcare, Microsoft Office, PowerPoint, Budgeting, Customer Service, Administrative..., Database Administration, Accounts Payable, Fundraising, Public Relations, Sales, sales support, Project Management, Public Speaking, Social Media, Microsoft Excel, Strategic Planning, Event Planning, Budgets, Financial Analysis, Editing, Change Management, Outlook, Microsoft Word, Process Scheduler, Administrative..., Sales Operations
Education
Culver Stockton College 1983 — 1987
B.S., Business Administration
Christie Calhoun Christie Calhoun's The Situs Companies Experience December 2012 - Present
Job Vice President at Situs
Industry Real Estate
Experience
The Situs Companies December 2012 - Present
TriMont Real Estate Advisors July 2006 - February 2012
EarthLink April 1999 - July 2006
Skills
Disposition, Asset Management, Commercial Real Estate, Valuation, Distressed Debt, Commercial Loan Workouts, Asset Managment, Loans, Portfolio Management, Real Estate, Real Estate Economics, Real Estate Financing, Risk Management, Due Diligence, Investments, Real Estate Transactions, Real Estate Development, Financial Modeling, Dispositions
Education
Georgia State University
Bachelor of Finance, Institutional Finance/Capital Markets, 4.0
The Situs Companies December 2012 - Present
TriMont Real Estate Advisors July 2006 - February 2012
EarthLink April 1999 - July 2006
Skills
Disposition, Asset Management, Commercial Real Estate, Valuation, Distressed Debt, Commercial Loan Workouts, Asset Managment, Loans, Portfolio Management, Real Estate, Real Estate Economics, Real Estate Financing, Risk Management, Due Diligence, Investments, Real Estate Transactions, Real Estate Development, Financial Modeling, Dispositions
Education
Georgia State University
Bachelor of Finance, Institutional Finance/Capital Markets, 4.0
Daniel Fein Daniel Fein's The Situs Companies Experience May 2005 - May 2007
Job
Industry Real Estate
Experience
FEIN July 2008 - Present
Birdsall Court, L.L.C. November 2009 - March 2012
The Situs Companies May 2005 - May 2007
The Colorado Group, Inc. November 2004 - May 2005
FEIN December 2003 - December 2003
Robert A.M. Stern Architects January 2001 - January 2001
Skills
Market Analysis, Microsoft Excel, Appraisals, Cash Flow Forecasting, Microsoft Word, Construction Management, Real Estate Economics, Real Estate Development, Financial Modeling, Real Estate, Disposition, Financial Analysis, Commercial Real Estate, Market Research, Valuation, Investment Properties, Investments, Construction, Property Management, Due Diligence
Education
Columbia University in the City of New York 2007 — 2008
MSc of Real Estate Development
University of Colorado Boulder 2001 — 2005
Bachelor of Environmental Design
University of Westminster 2004 — 2004
Study Abroad
The Kinkaid School 1998 — 2001
FEIN July 2008 - Present
Birdsall Court, L.L.C. November 2009 - March 2012
The Situs Companies May 2005 - May 2007
The Colorado Group, Inc. November 2004 - May 2005
FEIN December 2003 - December 2003
Robert A.M. Stern Architects January 2001 - January 2001
Skills
Market Analysis, Microsoft Excel, Appraisals, Cash Flow Forecasting, Microsoft Word, Construction Management, Real Estate Economics, Real Estate Development, Financial Modeling, Real Estate, Disposition, Financial Analysis, Commercial Real Estate, Market Research, Valuation, Investment Properties, Investments, Construction, Property Management, Due Diligence
Education
Columbia University in the City of New York 2007 — 2008
MSc of Real Estate Development
University of Colorado Boulder 2001 — 2005
Bachelor of Environmental Design
University of Westminster 2004 — 2004
Study Abroad
The Kinkaid School 1998 — 2001
Jennie Cunliffe Jennie Cunliffe's The Situs Companies Experience October 2010 - Present
Job Financial Analyst at The Situs Companies
Industry Real Estate
Experience
The Situs Companies October 2010 - Present
Mattress Firm May 2009 - October 2010
Education
Clark Atlanta University 2008 — 2010
MBA, Finance
North Carolina State University 2002 — 2006
BA, Communication
The Situs Companies October 2010 - Present
Mattress Firm May 2009 - October 2010
Education
Clark Atlanta University 2008 — 2010
MBA, Finance
North Carolina State University 2002 — 2006
BA, Communication
Heather Dennis Heather Dennis's The Situs Companies Experience December 2008 - June 2009
Job
Industry Commercial Real Estate
Experience
Wells Fargo Bank June 2009 - July 2010
The Situs Companies December 2008 - June 2009
Hometown Commercial Capital August 2006 - July 2008
Hall EquitiesGroup June 2002 - August 2006
Jones Lang LaSalle May 2001 - June 2002
Woodmen of the World October 1992 - May 2001
Skills
Due Diligence, Loans, Real Estate, Portfolio Management, Mortgage Lending, Capital Markets, Investment Properties, Investments, Credit, Real Estate Transactions, Mergers & Acquisitions, Commercial Real Estate, Commercial Mortgages, Underwriting, Disposition, Finance
Education
University of Nebraska-Lincoln 1988 — 1992
BS
Blair High
Wells Fargo Bank June 2009 - July 2010
The Situs Companies December 2008 - June 2009
Hometown Commercial Capital August 2006 - July 2008
Hall EquitiesGroup June 2002 - August 2006
Jones Lang LaSalle May 2001 - June 2002
Woodmen of the World October 1992 - May 2001
Skills
Due Diligence, Loans, Real Estate, Portfolio Management, Mortgage Lending, Capital Markets, Investment Properties, Investments, Credit, Real Estate Transactions, Mergers & Acquisitions, Commercial Real Estate, Commercial Mortgages, Underwriting, Disposition, Finance
Education
University of Nebraska-Lincoln 1988 — 1992
BS
Blair High
David Cortez David Cortez's The Situs Companies Experience January 2001 - July 2002
Job Vice President at Grandbridge Real Estate Capital
Industry Capital Markets
Experience
Grandbridge Real Estate Capital August 2013 - Present
Jones Lang LaSalle April 2012 - August 2013
Grandbridge Real Estate Capital December 2008 - April 2012
Live Oak Capital July 2002 - December 2008
The Situs Companies January 2001 - July 2002
Skills
Investments, Valuation, Commercial Real Estate, Real Estate Development, Due Diligence, Real Estate Transactions, Asset Managment, CMBS, Brokerage, Financial Modeling, Real Estate Financing, Capital Markets, Real Estate Economics, Commercial Mortgages, Disposition, Real Estate, Asset Management, Acquisitions, Leases, Location Intelligence, Portfolio Management, Investment Properties, Real Estate Private..., Underwriting, Structured Finance, Loan Origination, Appraisals
Education
University of Houston
B.A., Finance
Grandbridge Real Estate Capital August 2013 - Present
Jones Lang LaSalle April 2012 - August 2013
Grandbridge Real Estate Capital December 2008 - April 2012
Live Oak Capital July 2002 - December 2008
The Situs Companies January 2001 - July 2002
Skills
Investments, Valuation, Commercial Real Estate, Real Estate Development, Due Diligence, Real Estate Transactions, Asset Managment, CMBS, Brokerage, Financial Modeling, Real Estate Financing, Capital Markets, Real Estate Economics, Commercial Mortgages, Disposition, Real Estate, Asset Management, Acquisitions, Leases, Location Intelligence, Portfolio Management, Investment Properties, Real Estate Private..., Underwriting, Structured Finance, Loan Origination, Appraisals
Education
University of Houston
B.A., Finance
Jonathan Barbeito Jonathan Barbeito's The Situs Companies Experience March 2012 - February 2013
Job Jr. System Administrator at Midstates Petroleum
Industry Information Technology and Services
Experience
Kinder Morgan September 2015 - Present
Midstates Petroleum May 2013 - Present
Aqua Bella pools and services January 2007 - Present
The Situs Companies March 2012 - February 2013
Team industrial Services, Inc. September 2007 - March 2012
The Methodist Hospital System June 2007 - September 2007
Grant Prideco March 2007 - June 2007
PRIMEWAY FCU June 2006 - March 2007
Skills
Active Directory, Servers, Windows Server, Software Documentation, Windows, Access, Linux, Microsoft Office, Customer Service, Microsoft Word, Windows 7, Visio, System Administration, Troubleshooting, Networking, Network Administration, Technical Support, Process Improvement, Microsoft Exchange, Computer Hardware, Microsoft Excel, XP, Leadership, Training, PowerPoint, Outlook, Management, Inventory Management, Teamwork, Operating Systems, Research, Event Planning, Laptops, Editing, Desktop Support..., SharePoint, Cloud Computing, Blackberry Enterprise..., Cisco Technologies, Citrix, Windows XP, Help Desk Support, VMware, Hardware, Databases, Information Technology, Disaster Recovery, Software Installation, Security, Virtualization
Education
Lone Star College System 1998 — 2000
Quickstrike Resources 1999 — 2000
A+, Net +, MCSE 2000
Kinder Morgan September 2015 - Present
Midstates Petroleum May 2013 - Present
Aqua Bella pools and services January 2007 - Present
The Situs Companies March 2012 - February 2013
Team industrial Services, Inc. September 2007 - March 2012
The Methodist Hospital System June 2007 - September 2007
Grant Prideco March 2007 - June 2007
PRIMEWAY FCU June 2006 - March 2007
Skills
Active Directory, Servers, Windows Server, Software Documentation, Windows, Access, Linux, Microsoft Office, Customer Service, Microsoft Word, Windows 7, Visio, System Administration, Troubleshooting, Networking, Network Administration, Technical Support, Process Improvement, Microsoft Exchange, Computer Hardware, Microsoft Excel, XP, Leadership, Training, PowerPoint, Outlook, Management, Inventory Management, Teamwork, Operating Systems, Research, Event Planning, Laptops, Editing, Desktop Support..., SharePoint, Cloud Computing, Blackberry Enterprise..., Cisco Technologies, Citrix, Windows XP, Help Desk Support, VMware, Hardware, Databases, Information Technology, Disaster Recovery, Software Installation, Security, Virtualization
Education
Lone Star College System 1998 — 2000
Quickstrike Resources 1999 — 2000
A+, Net +, MCSE 2000
Chris Pendergast Chris Pendergast's The Situs Companies Experience March 2011 - October 2012
Job Vice President Commercial Real Estate Lending at Amalgamated Bank
Industry Real Estate
Experience
Amalgamated Bank November 2013 - Present
Arbor Commercial Mortgage April 2013 - September 2013
The Bancorp Bank October 2012 - April 2013
The Situs Companies March 2011 - October 2012
Deutsche Bank AG March 2006 - September 2010
GE, Commercial Finance June 2005 - February 2006
Commercial & Industrial Finance Group September 2002 - June 2005
Skills
Valuation, CMBS, Asset Managment, Due Diligence, Loans, Investments, Financial Structuring, Structured Finance, Underwriting, Commercial Mortgages, Loan Servicing, Real Estate Economics, Financial Modeling, Portfolio Management, Loan Origination, Real Estate, Mortgage Lending, Credit, Securitization, Real Estate Financing, Credit Analysis, Capital Markets, Commercial Real Estate, Investment Banking, Risk Management, Credit Risk, Balance Sheet
Education
Northeastern University 1992 — 1996
Bachelors, Business Management
Amalgamated Bank November 2013 - Present
Arbor Commercial Mortgage April 2013 - September 2013
The Bancorp Bank October 2012 - April 2013
The Situs Companies March 2011 - October 2012
Deutsche Bank AG March 2006 - September 2010
GE, Commercial Finance June 2005 - February 2006
Commercial & Industrial Finance Group September 2002 - June 2005
Skills
Valuation, CMBS, Asset Managment, Due Diligence, Loans, Investments, Financial Structuring, Structured Finance, Underwriting, Commercial Mortgages, Loan Servicing, Real Estate Economics, Financial Modeling, Portfolio Management, Loan Origination, Real Estate, Mortgage Lending, Credit, Securitization, Real Estate Financing, Credit Analysis, Capital Markets, Commercial Real Estate, Investment Banking, Risk Management, Credit Risk, Balance Sheet
Education
Northeastern University 1992 — 1996
Bachelors, Business Management
John Saunders, CFA John Saunders, CFA's The Situs Companies Experience August 2011 - December 2014
Job Commercial Real Estate Professional
Industry Financial Services
Experience
The Situs Companies August 2011 - December 2014
The Situs Companies May 2010 - August 2011
McCary Stevens Associates, Inc. March 2000 - May 2010
CIGNA Investment Management September 1990 - June 1999
Aetna Life & Casualty Company June 1985 - August 1988
Skills
Commercial Mortgage..., Asset Management..., Valuation Commercial..., Portfolio Management, Financial Analysis, Valuation, Loans, Due Diligence, Credit, Underwriting, Loan Origination, Asset Management, Investments, Commercial Real Estate, Real Estate, Banking, CMBS, Commercial Mortgages
Education
CFA Institute 1998 — 2000
CFA, CFA Charterholder
The University of Connecticut School of Business 1988 — 1990
MBA, Finance
Bucknell University 1981 — 1985
Bachelor of Arts, Economics, International Relations
The Situs Companies August 2011 - December 2014
The Situs Companies May 2010 - August 2011
McCary Stevens Associates, Inc. March 2000 - May 2010
CIGNA Investment Management September 1990 - June 1999
Aetna Life & Casualty Company June 1985 - August 1988
Skills
Commercial Mortgage..., Asset Management..., Valuation Commercial..., Portfolio Management, Financial Analysis, Valuation, Loans, Due Diligence, Credit, Underwriting, Loan Origination, Asset Management, Investments, Commercial Real Estate, Real Estate, Banking, CMBS, Commercial Mortgages
Education
CFA Institute 1998 — 2000
CFA, CFA Charterholder
The University of Connecticut School of Business 1988 — 1990
MBA, Finance
Bucknell University 1981 — 1985
Bachelor of Arts, Economics, International Relations
Patrick D'Sa Patrick D'Sa's The Situs Companies Experience May 2001 - Present
Job Director at The Situs Companies
Industry Real Estate
Experience
The Situs Companies May 2001 - Present
International Hospitality Advisors January 1996 - April 2001
PKF Consulting January 1986 - December 1995
Education
Florida International University - College of Business 1984 — 1985
MBA, Business and Finance
Florida International University 1983 — 1984
BSc, Hospitality Management
Paul Smith's College 1980 — 1982
AAS, Hospitality Management
St. Joseph's College - Naini Tal
The Situs Companies May 2001 - Present
International Hospitality Advisors January 1996 - April 2001
PKF Consulting January 1986 - December 1995
Education
Florida International University - College of Business 1984 — 1985
MBA, Business and Finance
Florida International University 1983 — 1984
BSc, Hospitality Management
Paul Smith's College 1980 — 1982
AAS, Hospitality Management
St. Joseph's College - Naini Tal
Jason Bartlein Jason Bartlein's The Situs Companies Experience December 2003 - February 2005
Job Vice President at Grandbridge Real Estate Capital
Industry Commercial Real Estate
Experience
Grandbridge Real Estate Capital June 2015 - Present
Flagship Capital Partners July 2012 - June 2015
BMC Capital October 2006 - July 2012
Wells & Associates March 2005 - September 2006
The Situs Companies December 2003 - February 2005
Avail Consulting February 2003 - December 2003
Skills
Investment Properties, Underwriting, Due Diligence, Real Estate, Loans, Valuation, Negotiation, Real Estate Transactions, Investments, CMBS, Commercial Mortgages, Real Estate Financing, Loan Origination, Capital Markets, Real Estate Economics, Leases, Disposition, New Business Development, Apartments, Mortgage, Mortgage Banking, Real Estate Finance, Financial Modeling, Financial Analysis, Real Estate Investment, Dispositions, Appraisals, Refinance, Funding, Mortgage Lending, Banking, Real Estate Negotiation, Commercial Banking, REO, Renovation, Distress Properties, Asset Management, Mergers & Acquisitions, Brokerage, Finance, Mezzanine, Bridge Financing, Real Estate Private..., Property, Commercial Real Estate, Real Estate Development
Education
Baylor University 1998 — 2002
BBA, Finance/Real Estate
Memorial High School 1994 — 1998
Grandbridge Real Estate Capital June 2015 - Present
Flagship Capital Partners July 2012 - June 2015
BMC Capital October 2006 - July 2012
Wells & Associates March 2005 - September 2006
The Situs Companies December 2003 - February 2005
Avail Consulting February 2003 - December 2003
Skills
Investment Properties, Underwriting, Due Diligence, Real Estate, Loans, Valuation, Negotiation, Real Estate Transactions, Investments, CMBS, Commercial Mortgages, Real Estate Financing, Loan Origination, Capital Markets, Real Estate Economics, Leases, Disposition, New Business Development, Apartments, Mortgage, Mortgage Banking, Real Estate Finance, Financial Modeling, Financial Analysis, Real Estate Investment, Dispositions, Appraisals, Refinance, Funding, Mortgage Lending, Banking, Real Estate Negotiation, Commercial Banking, REO, Renovation, Distress Properties, Asset Management, Mergers & Acquisitions, Brokerage, Finance, Mezzanine, Bridge Financing, Real Estate Private..., Property, Commercial Real Estate, Real Estate Development
Education
Baylor University 1998 — 2002
BBA, Finance/Real Estate
Memorial High School 1994 — 1998
Joseph L. Ottaiano, CPA Joseph L. Ottaiano, CPA's The Situs Companies Experience August 2006 - March 2011
Job Managing Director, Situs NYC Office
Industry Real Estate
Experience
Situs July 2013 - Present
Wiss & Company, LLP March 2011 - June 2013
The Situs Companies August 2006 - March 2011
The Schonbraun McCann Group September 1998 - July 2006
Raia Properties 1992 - 1998
Weichert Companies 1989 - 1992
Skills
Due Diligence, Leases, Real Estate, Financial Reporting, Accounting, Management Consulting, Underwriting, Real Estate Transactions, Acquisitions, Real Estate Financing, Auditing, Property Management, Finance, Mergers & Acquisitions, Real Estate Development, Commercial Real Estate
Education
Rutgers, The State University of New Jersey-Newark 1982 — 1987
MBA, Finance
Rutgers, The State University of New Jersey-Newark 1976 — 1980
BA, Accounting
River Dell High School 1973 — 1976
Situs July 2013 - Present
Wiss & Company, LLP March 2011 - June 2013
The Situs Companies August 2006 - March 2011
The Schonbraun McCann Group September 1998 - July 2006
Raia Properties 1992 - 1998
Weichert Companies 1989 - 1992
Skills
Due Diligence, Leases, Real Estate, Financial Reporting, Accounting, Management Consulting, Underwriting, Real Estate Transactions, Acquisitions, Real Estate Financing, Auditing, Property Management, Finance, Mergers & Acquisitions, Real Estate Development, Commercial Real Estate
Education
Rutgers, The State University of New Jersey-Newark 1982 — 1987
MBA, Finance
Rutgers, The State University of New Jersey-Newark 1976 — 1980
BA, Accounting
River Dell High School 1973 — 1976
Rhonda Koh Rhonda Koh's The Situs Companies Experience January 2011 - December 2011
Job Grant Program Manager at MD Anderson Cancer Center
Industry International Trade and Development
Experience
Coming soon... September 2015 - Present
MD Anderson Cancer Center October 2013 - August 2015
MD Anderson Cancer Center April 2012 - October 2013
The Situs Companies January 2011 - December 2011
Overseas Private Investment Corporation May 2009 - August 2009
Overseas Private Investment Corporation May 2008 - December 2008
Peace Corps December 2004 - December 2006
Skills
Financial Modeling, Financial Analysis, Due Diligence, International Relations, Business Planning, Strategic Planning, Competitive Analysis, Investments, Policy Analysis, Economic Development, Finance, Valuation, International..., Economics, Corporate Finance, Microfinance, Management, Project Management, Grant Administration, Grant Writing, Federal Grants..., Budget Forecasts, Budget Monitoring, Strategy, Proposal Writing, Program Management, Research, Analysis, Public Policy
Education
Georgetown University 2008 — 2010
Master of Science, Foreign Service & International Development
Georgetown University - The McDonough School of Business 2007 — 2010
MBA, Finance & Business Management
Kobe City University of Foreign Studies 1999 — 2001
Study Abroad, Japanese Language & Political Studies
Eastern Washington University 1996 — 2001
Bachelor of Arts, International Affairs, Japanese Language
Coming soon... September 2015 - Present
MD Anderson Cancer Center October 2013 - August 2015
MD Anderson Cancer Center April 2012 - October 2013
The Situs Companies January 2011 - December 2011
Overseas Private Investment Corporation May 2009 - August 2009
Overseas Private Investment Corporation May 2008 - December 2008
Peace Corps December 2004 - December 2006
Skills
Financial Modeling, Financial Analysis, Due Diligence, International Relations, Business Planning, Strategic Planning, Competitive Analysis, Investments, Policy Analysis, Economic Development, Finance, Valuation, International..., Economics, Corporate Finance, Microfinance, Management, Project Management, Grant Administration, Grant Writing, Federal Grants..., Budget Forecasts, Budget Monitoring, Strategy, Proposal Writing, Program Management, Research, Analysis, Public Policy
Education
Georgetown University 2008 — 2010
Master of Science, Foreign Service & International Development
Georgetown University - The McDonough School of Business 2007 — 2010
MBA, Finance & Business Management
Kobe City University of Foreign Studies 1999 — 2001
Study Abroad, Japanese Language & Political Studies
Eastern Washington University 1996 — 2001
Bachelor of Arts, International Affairs, Japanese Language
John Faulk John Faulk's The Situs Companies Experience May 2010 - August 2011
Job Development Partner at The Finger Companies
Industry Real Estate
Experience
The Finger Companies August 2011 - Present
The Situs Companies May 2010 - August 2011
Yancey-Hausman October 2009 - February 2011
ZOM February 2006 - July 2009
Lincoln Property Company April 2004 - February 2006
Camden 1998 - 2004
Skills
Real Estate Development, Due Diligence, Real Estate, Budgets, Acquisitions, Commercial Real Estate, Construction, Investment Properties, Financial Modeling, Finance, Entitlements, Corporate Real Estate, Contract Negotiation, Contract Management, Construction Management, Leases, Loans, Mergers, Negotiation, Property Management, Residential Homes
Education
Southern Methodist University - Cox School of Business 1994 — 1998
BBA, Real Estate Finance
The Finger Companies August 2011 - Present
The Situs Companies May 2010 - August 2011
Yancey-Hausman October 2009 - February 2011
ZOM February 2006 - July 2009
Lincoln Property Company April 2004 - February 2006
Camden 1998 - 2004
Skills
Real Estate Development, Due Diligence, Real Estate, Budgets, Acquisitions, Commercial Real Estate, Construction, Investment Properties, Financial Modeling, Finance, Entitlements, Corporate Real Estate, Contract Negotiation, Contract Management, Construction Management, Leases, Loans, Mergers, Negotiation, Property Management, Residential Homes
Education
Southern Methodist University - Cox School of Business 1994 — 1998
BBA, Real Estate Finance
Brian Ling Brian Ling's The Situs Companies Experience August 2011 - May 2014
Job Director at Wells Fargo
Industry Financial Services
Experience
Wells Fargo May 2014 - Present
The Situs Companies August 2011 - May 2014
The Situs Companies January 2010 - July 2011
The Situs Companies April 2006 - December 2009
The Situs Companies October 2004 - March 2006
The Situs Companies October 2000 - October 2004
Skills
Valuation, Portfolio Management, Due Diligence, Asset Management, Loans, Investments, Underwriting, Real Estate, Loan Origination, CMBS, Risk Management, Analysis, Asset Managment, Real Estate Economics, Cash Flow, Commercial Real Estate, Financial Modeling
Education
CCIM Institute 2008 — 2010
Financial Analysis, Market Analysis, User Decision Analysis, Investment Analysis
The University of Texas at Austin 1997 — 1999
Bachelor of Arts (BA), Economics (Business Economics Program with emphasis in Money and Banking)
Wells Fargo May 2014 - Present
The Situs Companies August 2011 - May 2014
The Situs Companies January 2010 - July 2011
The Situs Companies April 2006 - December 2009
The Situs Companies October 2004 - March 2006
The Situs Companies October 2000 - October 2004
Skills
Valuation, Portfolio Management, Due Diligence, Asset Management, Loans, Investments, Underwriting, Real Estate, Loan Origination, CMBS, Risk Management, Analysis, Asset Managment, Real Estate Economics, Cash Flow, Commercial Real Estate, Financial Modeling
Education
CCIM Institute 2008 — 2010
Financial Analysis, Market Analysis, User Decision Analysis, Investment Analysis
The University of Texas at Austin 1997 — 1999
Bachelor of Arts (BA), Economics (Business Economics Program with emphasis in Money and Banking)
Melissa Ball, PMP Melissa Ball, PMP's The Situs Companies Experience January 2011 - December 2011
Job Learning Manager at Society of Diagnostic Medical Sonography
Industry Health, Wellness and Fitness
Experience
Society of Diagnostic Medical Sonography September 2015 - Present
Concentra July 2014 - September 2015
Highland Homes October 2013 - July 2014
AT&T March 2012 - October 2013
The Situs Companies January 2011 - December 2011
The Walt Disney Company June 2010 - December 2010
The Walt Disney Company January 2004 - June 2010
Skills
Event Management, Financial Analysis, PowerPoint, Marketing Strategy, Microsoft Excel, Advertising, Due Diligence, Microsoft Word, Project Management, Telecommunications, Business Analysis, Business Development, Employee Training, Interviewing Skills, Project Planning, Deliverables, Documentations, Process Improvement, Program Management, Recruiting, Management, Training, Customer Service
Education
University of North Texas 2006 — 2010
B.A., Economics
Society of Diagnostic Medical Sonography September 2015 - Present
Concentra July 2014 - September 2015
Highland Homes October 2013 - July 2014
AT&T March 2012 - October 2013
The Situs Companies January 2011 - December 2011
The Walt Disney Company June 2010 - December 2010
The Walt Disney Company January 2004 - June 2010
Skills
Event Management, Financial Analysis, PowerPoint, Marketing Strategy, Microsoft Excel, Advertising, Due Diligence, Microsoft Word, Project Management, Telecommunications, Business Analysis, Business Development, Employee Training, Interviewing Skills, Project Planning, Deliverables, Documentations, Process Improvement, Program Management, Recruiting, Management, Training, Customer Service
Education
University of North Texas 2006 — 2010
B.A., Economics
Michelle Sandlin's The Situs Companies Experience May 2008 - November 2008
Job Writer | Journalist | Drummer
Industry Writing and Editing
Experience
Michelle Sandlin, LLC March 2014 - Present
Houston Chronicle February 2013 - Present
Chicago Title August 2012 - May 2014
John Daugherty Realtors December 2008 - August 2012
Worldwide ERC April 2011 - October 2011
The Situs Companies May 2008 - November 2008
Coppergate International June 2007 - March 2008
Bernstein Realty July 2000 - April 2007
Skills
Blogging, Social Networking, Social Media Marketing, Relocation, Marketing, Public Relations, Marketing Strategy, Advertising, Real Estate, Social Media, Leadership, Marketing Communications, Corporate Relocation, Strategic Planning, Facebook, Strategy, Business Development, Account Management, Strategic Partnerships, Email Marketing, Interviews, Public Speaking, Journalism, Writing, Media Relations, Creative Direction, SEO, Networking, Drums, Personal Branding, Coaching, Copy Editing, Benchmarking, Web Marketing, WordPress, Thought Leadership, Client Relationship..., Web Content Management, Mentoring, Event Photography, News Writing, Article Writing, Online Marketing, Columnist, Essayist, Copywriting
Education
University of Houston 1994 — 1997
Bachelor of Arts (B.A.), Journalism, Minor in Psychology
Louisiana State University 1982 — 1985
Communications/Journalism
Captain Shreve High School 1978 — 1982
High School Diploma, Enriched Classes
Michelle Sandlin, LLC March 2014 - Present
Houston Chronicle February 2013 - Present
Chicago Title August 2012 - May 2014
John Daugherty Realtors December 2008 - August 2012
Worldwide ERC April 2011 - October 2011
The Situs Companies May 2008 - November 2008
Coppergate International June 2007 - March 2008
Bernstein Realty July 2000 - April 2007
Skills
Blogging, Social Networking, Social Media Marketing, Relocation, Marketing, Public Relations, Marketing Strategy, Advertising, Real Estate, Social Media, Leadership, Marketing Communications, Corporate Relocation, Strategic Planning, Facebook, Strategy, Business Development, Account Management, Strategic Partnerships, Email Marketing, Interviews, Public Speaking, Journalism, Writing, Media Relations, Creative Direction, SEO, Networking, Drums, Personal Branding, Coaching, Copy Editing, Benchmarking, Web Marketing, WordPress, Thought Leadership, Client Relationship..., Web Content Management, Mentoring, Event Photography, News Writing, Article Writing, Online Marketing, Columnist, Essayist, Copywriting
Education
University of Houston 1994 — 1997
Bachelor of Arts (B.A.), Journalism, Minor in Psychology
Louisiana State University 1982 — 1985
Communications/Journalism
Captain Shreve High School 1978 — 1982
High School Diploma, Enriched Classes
Randall Tuller Randall Tuller's The Situs Companies Experience October 2008 - January 2012
Job Sr. Vice President at PM Realty Group
Industry Commercial Real Estate
Experience
PM Realty Group November 2014 - Present
KBR Building Group April 2014 - November 2014
The Tuller Group, LLC May 2005 - November 2014
The Situs Companies October 2008 - January 2012
Canyonlands Corporation 1999 - 2005
The Situs Companies 1996 - 1999
Skills
Consultation, Development, Due Diligence, Valuation, Acquisitions, Loan Pool Valuation, Distressed Debt, Underwriting, Asset Management, Team Management, Team Leadership, Business Development, Disposition, Asset Managment
Education
Missouri State University 1984 — 1989
BS, Finance and Real Estate
PM Realty Group November 2014 - Present
KBR Building Group April 2014 - November 2014
The Tuller Group, LLC May 2005 - November 2014
The Situs Companies October 2008 - January 2012
Canyonlands Corporation 1999 - 2005
The Situs Companies 1996 - 1999
Skills
Consultation, Development, Due Diligence, Valuation, Acquisitions, Loan Pool Valuation, Distressed Debt, Underwriting, Asset Management, Team Management, Team Leadership, Business Development, Disposition, Asset Managment
Education
Missouri State University 1984 — 1989
BS, Finance and Real Estate
Stephen A. Kradjian's The Situs Companies Experience August 2010 - April 2012
Job Finance and Operations Executive
Industry Commercial Real Estate
Experience
Boxer Property July 2012 - Present
The Situs Companies August 2010 - April 2012
Aeroterm November 2001 - July 2010
Continental Airlines June 1997 - November 2001
Cushman & Wakefield June 1991 - May 1995
Schneider Commercial Real Estate June 1987 - May 1991
Skills
Asset Management, Due Diligence, Consultation, Valuation, Underwriting, Team Management, Team Leadership, Strategic Planning, Real Estate
Education
Rice University - Jesse H. Jones Graduate School of Business 1995 — 1997
MBA, Finance Concentration
Boston University 1983 — 1987
Bachelor of Science, Business Administration, Finance Concentration
Boxer Property July 2012 - Present
The Situs Companies August 2010 - April 2012
Aeroterm November 2001 - July 2010
Continental Airlines June 1997 - November 2001
Cushman & Wakefield June 1991 - May 1995
Schneider Commercial Real Estate June 1987 - May 1991
Skills
Asset Management, Due Diligence, Consultation, Valuation, Underwriting, Team Management, Team Leadership, Strategic Planning, Real Estate
Education
Rice University - Jesse H. Jones Graduate School of Business 1995 — 1997
MBA, Finance Concentration
Boston University 1983 — 1987
Bachelor of Science, Business Administration, Finance Concentration
Lara Gwyn's The Situs Companies Experience November 2004 - August 2005
Job
Industry Oil & Energy
Experience
Entrust Energy September 2013 - Present
Reliant Energy May 2011 - September 2013
Reliant Energy June 2009 - May 2011
Seven Utility August 2008 - January 2009
MyITgroup January 2006 - July 2008
The Situs Companies November 2004 - August 2005
Immedient January 2004 - August 2004
RBC Builder Finance October 2002 - January 2004
Questia Media September 1999 - January 2002
Reliant Energy 2002 - 2002
Skills
NASM Certified Personal..., Project Management, New Business Development, Sales, Energy, Cold Calling, Energy Industry, Marketing, Marketing Communications, Account Management, Management
Education
Texas A&M University 1994 — 1999
BS, Journalism
Jersey Village High School 1990 — 1994
Entrust Energy September 2013 - Present
Reliant Energy May 2011 - September 2013
Reliant Energy June 2009 - May 2011
Seven Utility August 2008 - January 2009
MyITgroup January 2006 - July 2008
The Situs Companies November 2004 - August 2005
Immedient January 2004 - August 2004
RBC Builder Finance October 2002 - January 2004
Questia Media September 1999 - January 2002
Reliant Energy 2002 - 2002
Skills
NASM Certified Personal..., Project Management, New Business Development, Sales, Energy, Cold Calling, Energy Industry, Marketing, Marketing Communications, Account Management, Management
Education
Texas A&M University 1994 — 1999
BS, Journalism
Jersey Village High School 1990 — 1994
Ginn Downing Ginn Downing's The Situs Companies Experience May 2009 - October 2010
Job New affiliation
Industry Financial Services
Experience
Ackman-Ziff April 2015 - Present
Downing Design SVPThorofare Capital, Inc.September 2014 - January 2015
ReadyCap Commercial, LLC June 2013 - September 2014
Downing Design October 2010 - June 2013
Sterling Senior Communities 2012 - 2013
The Situs Companies May 2009 - October 2010
Capmark February 2007 - March 2009
Capmark Investments, LP March 2007 - February 2009
Capmark Finance, Inc. 2007 - 2009
Barry Swenson Builder / Green Valley Corp 2005 - 2007
Skills
Asset Managment, Real Estate Economics, Loans, Real Estate, Financial Structuring, Investments, Valuation, Acquisitions, Due Diligence, Business Development, Finance, Asset Management, Restructuring, Real Estate Transactions, Disposition, Real Estate Financing, Real Estate Development, Commercial Real Estate, Commercial Mortgages, Brokerage, Portfolio Management, Mortgage Lending, Capital Markets, Structured Finance, Loan Origination, Financial Modeling, Commercial Lending, Underwriting, Originations
Education
California Polytechnic State University-San Luis Obispo 1990 — 1993
Bachelor of Science (B.S.) - Business School, Business Administration and Management, General
Ackman-Ziff April 2015 - Present
Downing Design SVPThorofare Capital, Inc.September 2014 - January 2015
ReadyCap Commercial, LLC June 2013 - September 2014
Downing Design October 2010 - June 2013
Sterling Senior Communities 2012 - 2013
The Situs Companies May 2009 - October 2010
Capmark February 2007 - March 2009
Capmark Investments, LP March 2007 - February 2009
Capmark Finance, Inc. 2007 - 2009
Barry Swenson Builder / Green Valley Corp 2005 - 2007
Skills
Asset Managment, Real Estate Economics, Loans, Real Estate, Financial Structuring, Investments, Valuation, Acquisitions, Due Diligence, Business Development, Finance, Asset Management, Restructuring, Real Estate Transactions, Disposition, Real Estate Financing, Real Estate Development, Commercial Real Estate, Commercial Mortgages, Brokerage, Portfolio Management, Mortgage Lending, Capital Markets, Structured Finance, Loan Origination, Financial Modeling, Commercial Lending, Underwriting, Originations
Education
California Polytechnic State University-San Luis Obispo 1990 — 1993
Bachelor of Science (B.S.) - Business School, Business Administration and Management, General
Kristie Blankenship's The Situs Companies Experience June 2015 - Present
Job Analyst II at The Situs Companies
Industry Real Estate
Experience
The Situs Companies June 2015 - Present
The Situs Companies December 2012 - May 2015
Situs July 2011 - December 2012
Skills
Real Estate, Real Estate Economics, Commercial Real Estate, Asset Management, Valuation, Investments, Investment Properties, Due Diligence, Leases, Property Management, Finance, Real Estate Transactions, Financial Analysis, Loans, Microsoft Office, Portfolio Management
Education
University of North Carolina at Pembroke 2004 — 2006
Master's Degree, School Administration
Wingate University 1989 — 1993
Bachelor's Degree, Business Administration/Accounting
The Situs Companies June 2015 - Present
The Situs Companies December 2012 - May 2015
Situs July 2011 - December 2012
Skills
Real Estate, Real Estate Economics, Commercial Real Estate, Asset Management, Valuation, Investments, Investment Properties, Due Diligence, Leases, Property Management, Finance, Real Estate Transactions, Financial Analysis, Loans, Microsoft Office, Portfolio Management
Education
University of North Carolina at Pembroke 2004 — 2006
Master's Degree, School Administration
Wingate University 1989 — 1993
Bachelor's Degree, Business Administration/Accounting
Thomas Lamkin Jr. Thomas Lamkin Jr.'s The Situs Companies Experience June 2007 - July 2009
Job Documentation Specialist at SAIC
Industry Fine Art
Experience
SAIC October 2012 - Present
Louisville Examiner January 2011 - April 2013
TEKsystems April 2012 - October 2012
The Situs Companies June 2007 - July 2009
Lee's Photography, Inc. July 2005 - December 2006
Anteon March 2003 - July 2005
Skills
Photoshop, Editing, Copy Editing, Microsoft Office, Digital Photography, Customer Service, Image Editing, Microsoft Excel, Advertising, Military, Creative Writing, Book Cover Creation and..., Logo Design, AP style writing, Management, Writing, DIACAP, Data Entry, Communication, Christianity, Friendly Personality, Exceptional Communicator, Reading, Aggregation, Liaison, Leadership, Online Research, Social Media, Marketing, Artistic Vision, Customer Satisfaction, Group Dynamics, Microsoft Word, Training, Always Punctual, Grammar, Dedicated Professional, Managing Deadlines, Deadline Driven, Creative Writer, Creativity, Creative Strategy, Creative Solutions, Security Clearance
Education
University of North Carolina at Wilmington 1998 — 2002
BFA, Creative Writing
SAIC October 2012 - Present
Louisville Examiner January 2011 - April 2013
TEKsystems April 2012 - October 2012
The Situs Companies June 2007 - July 2009
Lee's Photography, Inc. July 2005 - December 2006
Anteon March 2003 - July 2005
Skills
Photoshop, Editing, Copy Editing, Microsoft Office, Digital Photography, Customer Service, Image Editing, Microsoft Excel, Advertising, Military, Creative Writing, Book Cover Creation and..., Logo Design, AP style writing, Management, Writing, DIACAP, Data Entry, Communication, Christianity, Friendly Personality, Exceptional Communicator, Reading, Aggregation, Liaison, Leadership, Online Research, Social Media, Marketing, Artistic Vision, Customer Satisfaction, Group Dynamics, Microsoft Word, Training, Always Punctual, Grammar, Dedicated Professional, Managing Deadlines, Deadline Driven, Creative Writer, Creativity, Creative Strategy, Creative Solutions, Security Clearance
Education
University of North Carolina at Wilmington 1998 — 2002
BFA, Creative Writing
Cyndee Trinh's The Situs Companies Experience December 2004 - July 2005
Job Foreign Service Officer at Department of State
Industry Government Relations
Experience
U.S. Department of State September 2007 - Present
Grant Thornton July 2005 - August 2007
The Situs Companies December 2004 - July 2005
Skills
Spanish, Hebrew, Strategic Communications, Public Policy, International Relations, Foreign Policy, Government, Policy Analysis, Diplomacy, Program Evaluation, Politics, Human Rights, Nonprofits, Economics, Political Science, Public Affairs, Economic Development, Foreign Affairs
Education
The University of Texas at Austin 2000 — 2004
Bachelor of Arts and Bachelor of Business Administration, Economics, Plan II Honors, and International Business
U.S. Department of State September 2007 - Present
Grant Thornton July 2005 - August 2007
The Situs Companies December 2004 - July 2005
Skills
Spanish, Hebrew, Strategic Communications, Public Policy, International Relations, Foreign Policy, Government, Policy Analysis, Diplomacy, Program Evaluation, Politics, Human Rights, Nonprofits, Economics, Political Science, Public Affairs, Economic Development, Foreign Affairs
Education
The University of Texas at Austin 2000 — 2004
Bachelor of Arts and Bachelor of Business Administration, Economics, Plan II Honors, and International Business
David Clower's The Situs Companies Experience November 2006 - September 2010
Job Chief Credit Officer at Raza Development Fund
Industry Financial Services
Experience
Raza Development Fund September 2010 - Present
The Situs Companies November 2006 - September 2010
Legacy Bank, N.A. 2005 - 2006
Alegría Capital Finance, LLC 2003 - 2004
Silicon Valley Bank 2001 - 2003
Silicon Valley Bank 1994 - 1999
Skills
Debt Restructuring, Strategy, Enterprise Risk..., Loss Mitigation, Operational Issues, Securitization, Financial Risk, Credit Analysis, Structured Finance, Loan Origination, Portfolio Management, Loans, Capital Markets, Private Equity, Real Estate Economics, Banking, Financial Modeling, Mergers & Acquisitions, Real Estate, Venture Capital, Valuation, Finance, Corporate Finance, Due Diligence, Credit, Financial Analysis, Financial Structuring, Asset Management, Credit Risk, Commercial Real Estate, Management, Underwriting, Commercial Lending, Risk Management
Education
CCIM Institute
Financial Analysis, Market Analysis, User Decision Analysis, Investment Analysis
Massachusetts Institute of Technology
Center for Real Estate
University of San Francisco
BS, Applied Economics
Raza Development Fund September 2010 - Present
The Situs Companies November 2006 - September 2010
Legacy Bank, N.A. 2005 - 2006
Alegría Capital Finance, LLC 2003 - 2004
Silicon Valley Bank 2001 - 2003
Silicon Valley Bank 1994 - 1999
Skills
Debt Restructuring, Strategy, Enterprise Risk..., Loss Mitigation, Operational Issues, Securitization, Financial Risk, Credit Analysis, Structured Finance, Loan Origination, Portfolio Management, Loans, Capital Markets, Private Equity, Real Estate Economics, Banking, Financial Modeling, Mergers & Acquisitions, Real Estate, Venture Capital, Valuation, Finance, Corporate Finance, Due Diligence, Credit, Financial Analysis, Financial Structuring, Asset Management, Credit Risk, Commercial Real Estate, Management, Underwriting, Commercial Lending, Risk Management
Education
CCIM Institute
Financial Analysis, Market Analysis, User Decision Analysis, Investment Analysis
Massachusetts Institute of Technology
Center for Real Estate
University of San Francisco
BS, Applied Economics
Donna Teague Donna Teague's The Situs Companies Experience June 2007 - July 2011
Job Director HUD Policy Mgmt. Management Consultant, Sr Director Commercial & Residential Loan Servicing & Asset Management
Industry Financial Services
Experience
Reverse Mortgage Solutions, Inc. August 2014 - Present
Newbold Advisors LLC August 2011 - August 2014
The Situs Companies June 2007 - July 2011
ING Investment Management, LLC June 2002 - June 2007
Laureate Capital nka Grandbridge Real Estate Capital March 1996 - February 2002
FDIC January 1990 - March 1996
FSLIC March 1987 - January 1990
Skills
Business Process..., Asset Managment, Mortgage, Real Estate, Commercial Real Estate, Loans, Loan Servicing, Leadership, Risk Management, Banking, Mortgage Lending, Portfolio Management, Asset Management, Financial Analysis, Financial Services, Financial Risk, Mergers & Acquisitions, Credit, Due Diligence, Business Planning, Contract Negotiation, Litigation Support, Commercial Lending, Change Management, Valuation, Management, Business Development, Government Contracting, Data Conversion, Underwriting, Finance, Executive Management, Loss Mitigation, Analysis, Start-ups, Strategic Planning, Business Strategy, Process Engineering, Project Management, Business Process Mapping, Management Consulting, Subject Matter Experts, IT Operations, IT Solutions, IT Outsourcing
Education
Shorter College 2004 — 2007
Bachelor of Business Administration (B.B.A.)
Kaplan College-Dallas
Licensed Agent - TX
Westside High School 1975 — 1977
Reverse Mortgage Solutions, Inc. August 2014 - Present
Newbold Advisors LLC August 2011 - August 2014
The Situs Companies June 2007 - July 2011
ING Investment Management, LLC June 2002 - June 2007
Laureate Capital nka Grandbridge Real Estate Capital March 1996 - February 2002
FDIC January 1990 - March 1996
FSLIC March 1987 - January 1990
Skills
Business Process..., Asset Managment, Mortgage, Real Estate, Commercial Real Estate, Loans, Loan Servicing, Leadership, Risk Management, Banking, Mortgage Lending, Portfolio Management, Asset Management, Financial Analysis, Financial Services, Financial Risk, Mergers & Acquisitions, Credit, Due Diligence, Business Planning, Contract Negotiation, Litigation Support, Commercial Lending, Change Management, Valuation, Management, Business Development, Government Contracting, Data Conversion, Underwriting, Finance, Executive Management, Loss Mitigation, Analysis, Start-ups, Strategic Planning, Business Strategy, Process Engineering, Project Management, Business Process Mapping, Management Consulting, Subject Matter Experts, IT Operations, IT Solutions, IT Outsourcing
Education
Shorter College 2004 — 2007
Bachelor of Business Administration (B.B.A.)
Kaplan College-Dallas
Licensed Agent - TX
Westside High School 1975 — 1977
Kris Stanfield Kris Stanfield's The Situs Companies Experience June 2007 - March 2008
Job Marketing Communications Manager Corporate Segment at Shaw Contract Group
Industry Marketing and Advertising
Experience
Shaw Contract Group January 2013 - Present
Shaw Industries September 2011 - Present
Kris Stanfield Photography January 2009 - September 2011
North Carolina Technology Association March 2008 - February 2009
The Situs Companies June 2007 - March 2008
SSBA February 2006 - May 2007
SITUS Realty Corp. 2007 - 2007
Dalton Whitfield Chamber of Commerce 2001 - February 2006
Education
Auburn University 1996 — 2001
Bachelors Degree, Corporate Journalism
Shaw Contract Group January 2013 - Present
Shaw Industries September 2011 - Present
Kris Stanfield Photography January 2009 - September 2011
North Carolina Technology Association March 2008 - February 2009
The Situs Companies June 2007 - March 2008
SSBA February 2006 - May 2007
SITUS Realty Corp. 2007 - 2007
Dalton Whitfield Chamber of Commerce 2001 - February 2006
Education
Auburn University 1996 — 2001
Bachelors Degree, Corporate Journalism
Alyssa Snell Alyssa Snell's The Situs Companies Experience August 2012 - March 2013
Job at
Industry Accounting
Experience
Corporate Travel Management US November 2014 - Present
Texprint October 2013 - November 2014
Goldking Onshore Operating, LLC March 2013 - October 2013
The Situs Companies August 2012 - March 2013
Egon Zehnder International July 2011 - August 2012
Skills
SAP R/3, Business, Recruiting, Human Resources, Talent Acquisition, PeopleSoft, Employee Relations, Onboarding, Benefits Administration, Employee Benefits, HRIS, Process Improvement, Microsoft Excel, Succession Planning, Leadership, Applicant Tracking...
Education
Sam Houston State University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Corporate Travel Management US November 2014 - Present
Texprint October 2013 - November 2014
Goldking Onshore Operating, LLC March 2013 - October 2013
The Situs Companies August 2012 - March 2013
Egon Zehnder International July 2011 - August 2012
Skills
SAP R/3, Business, Recruiting, Human Resources, Talent Acquisition, PeopleSoft, Employee Relations, Onboarding, Benefits Administration, Employee Benefits, HRIS, Process Improvement, Microsoft Excel, Succession Planning, Leadership, Applicant Tracking...
Education
Sam Houston State University 2006 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Brandon Copeland Brandon Copeland's The Situs Companies Experience December 2009 - August 2011
Job Sr. Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse August 2011 - Present
The Situs Companies December 2009 - August 2011
Goldman Sachs February 2007 - August 2009
Citibank Texas, N.A. 2005 - 2006
Ameriprise 2004 - 2005
Skills
Portfolio Management, Finance, Credit, Analysis, Strategic Financial..., Securities, Trading, Valuation, Financial Modeling, Due Diligence, Asset Management, Financial Analysis, Investments
Education
Texas A&M University 1999 — 2003
Bachelor of Science (BS), Agricultural Business and Management
Credit Suisse August 2011 - Present
The Situs Companies December 2009 - August 2011
Goldman Sachs February 2007 - August 2009
Citibank Texas, N.A. 2005 - 2006
Ameriprise 2004 - 2005
Skills
Portfolio Management, Finance, Credit, Analysis, Strategic Financial..., Securities, Trading, Valuation, Financial Modeling, Due Diligence, Asset Management, Financial Analysis, Investments
Education
Texas A&M University 1999 — 2003
Bachelor of Science (BS), Agricultural Business and Management
LaToshia Hammons LaToshia Hammons's The Situs Companies Experience 2011 - Present
Job Senior Analyst
Industry Financial Services
Experience
The Situs Companies 2011 - Present
Virtus Partners, LLC July 2008 - March 2010
Wells Fargo Capital Finance May 2007 - July 2008
CapitalSource August 2006 - May 2007
Skills
Relationship Management, Organizational..., Asset Managment, CMBS, Operating Budgets, Account Reconciliation, Loans, Due Diligence, Investments, Commercial Mortgages, Training, Financial Analysis, Financial Reporting, Budget Monitoring, Treasury Management, Auditing, Credit, Portfolio Management
Education
University of Houston-Clear Lake
Master of Arts (M.A.), Industrial and Organizational Psychology
University of St. Thomas (TX)
Bachelor of Arts (B.A.), Psychology
The Situs Companies 2011 - Present
Virtus Partners, LLC July 2008 - March 2010
Wells Fargo Capital Finance May 2007 - July 2008
CapitalSource August 2006 - May 2007
Skills
Relationship Management, Organizational..., Asset Managment, CMBS, Operating Budgets, Account Reconciliation, Loans, Due Diligence, Investments, Commercial Mortgages, Training, Financial Analysis, Financial Reporting, Budget Monitoring, Treasury Management, Auditing, Credit, Portfolio Management
Education
University of Houston-Clear Lake
Master of Arts (M.A.), Industrial and Organizational Psychology
University of St. Thomas (TX)
Bachelor of Arts (B.A.), Psychology
Greg Birk Greg Birk's The Situs Companies Experience July 2012 - Present
Job Mortgage Transaction Management Professional
Industry Banking
Experience
The Situs Companies July 2012 - Present
The Situs Companies August 2011 - October 2011
Credit Suisse September 2009 - August 2011
Credit Suisse May 2007 - September 2009
Credit Suisse January 2006 - May 2007
Credit Suisse July 2003 - January 2006
Skills
Credit, Trading, Fixed Income, Bloomberg, Middle Office, MBS, Derivatives, Interest Rate Swaps, Operational Risk, Valuation, Structured Products, CDO, CMBS, Equities, Real Estate Economics, Securitization, Commercial Real Estate, Loans, Investment Banking, Structured Finance, Portfolio Management
Education
University of Delaware - Lerner College of Business and Economics 1999 — 2003
Bachelor of Science (B.S.), Finance, Economics
Clarkstown High School South 1995 — 1999
High School
The Situs Companies July 2012 - Present
The Situs Companies August 2011 - October 2011
Credit Suisse September 2009 - August 2011
Credit Suisse May 2007 - September 2009
Credit Suisse January 2006 - May 2007
Credit Suisse July 2003 - January 2006
Skills
Credit, Trading, Fixed Income, Bloomberg, Middle Office, MBS, Derivatives, Interest Rate Swaps, Operational Risk, Valuation, Structured Products, CDO, CMBS, Equities, Real Estate Economics, Securitization, Commercial Real Estate, Loans, Investment Banking, Structured Finance, Portfolio Management
Education
University of Delaware - Lerner College of Business and Economics 1999 — 2003
Bachelor of Science (B.S.), Finance, Economics
Clarkstown High School South 1995 — 1999
High School
Jhett Nelson Jhett Nelson's The Situs Companies Experience 2002 - 2009
Job Corporate Counsel at Akin Gump Strauss Hauer & Feld LLP UAE & Houston
Industry Law Practice
Experience
Akin Gump Strauss Hauer & Feld LLP March 2010 - Present
The Situs Companies 2002 - 2009
RBS Greenwich Capital May 2005 - August 2005
Intrawork December 1999 - May 2003
Education
The University of Texas School of Law 2006 — 2009
Doctor of Jurisprudence (J.D.) with Honors, Law
The College of William and Mary 2003 — 2006
Bachelor of Business Administration (B.B.A.), Finance, Public Policy
University of Houston 2002 — 2003
Finance, Accounting
Akin Gump Strauss Hauer & Feld LLP March 2010 - Present
The Situs Companies 2002 - 2009
RBS Greenwich Capital May 2005 - August 2005
Intrawork December 1999 - May 2003
Education
The University of Texas School of Law 2006 — 2009
Doctor of Jurisprudence (J.D.) with Honors, Law
The College of William and Mary 2003 — 2006
Bachelor of Business Administration (B.B.A.), Finance, Public Policy
University of Houston 2002 — 2003
Finance, Accounting
William Walla William Walla's The Situs Companies Experience 2004 - 2004
Job Network Architect, CCIE, MBA Program @ SHSU
Industry Information Technology and Services
Experience
Milagro Exploration, LLC. April 2009 - Present
ACCUDATA SYSTEMS, INC. September 2007 - March 2009
Direct Energy 2005 - 2007
Delinea -Koch May 2003 - August 2005
The Situs Companies 2004 - 2004
RWE Trading Americas, Inc. 2001 - 2003
Calpine 2001 - 2002
Data Return 1999 - 2001
Skills
Data Center, Cisco Technologies, Network Design, Networking, Security, Virtualization, Network Architecture, Routing, WAN, Network Security, Cisco Routers, Disaster Recovery, Microsoft Certified..., Firewalls, Computer Security, Infrastructure, Servers, IT Management, Wireless, Information Technology, CCNP, Cisco Nexus, CCNA, Vendor Management, Cloud Computing, VoIP, Network Administration, Project Management, F5 BigIP, Windows Server, Switching, VMware, ASA, Cisco Certified, VPN, TCP/IP, DNS, Troubleshooting, CCIE, Active Directory, Routers, Network Engineering, Triathlon, Team Leadership, Cisco UCS-E Modules for..., Marathon
Education
Ironman 2015 — 2020
Ironman 140.6 2015
Sam Houston State University 2013 — 2017
Master of Business Administration (MBA), Attending Currently
Cisco CCIE #18690 2007 — 2007
University of North Texas 1993 — 1997
BBA, Business Entrepreneurship
J.J. Pearce 1984 — 1988
general, general
Art League of Houston
Milagro Exploration, LLC. April 2009 - Present
ACCUDATA SYSTEMS, INC. September 2007 - March 2009
Direct Energy 2005 - 2007
Delinea -Koch May 2003 - August 2005
The Situs Companies 2004 - 2004
RWE Trading Americas, Inc. 2001 - 2003
Calpine 2001 - 2002
Data Return 1999 - 2001
Skills
Data Center, Cisco Technologies, Network Design, Networking, Security, Virtualization, Network Architecture, Routing, WAN, Network Security, Cisco Routers, Disaster Recovery, Microsoft Certified..., Firewalls, Computer Security, Infrastructure, Servers, IT Management, Wireless, Information Technology, CCNP, Cisco Nexus, CCNA, Vendor Management, Cloud Computing, VoIP, Network Administration, Project Management, F5 BigIP, Windows Server, Switching, VMware, ASA, Cisco Certified, VPN, TCP/IP, DNS, Troubleshooting, CCIE, Active Directory, Routers, Network Engineering, Triathlon, Team Leadership, Cisco UCS-E Modules for..., Marathon
Education
Ironman 2015 — 2020
Ironman 140.6 2015
Sam Houston State University 2013 — 2017
Master of Business Administration (MBA), Attending Currently
Cisco CCIE #18690 2007 — 2007
University of North Texas 1993 — 1997
BBA, Business Entrepreneurship
J.J. Pearce 1984 — 1988
general, general
Art League of Houston
Jessica Nguyen Jessica Nguyen's The Situs Companies Experience February 2010 - December 2011
Job Marketing Manager
Industry Information Services
Experience
Wood Mackenzie January 2015 - Present
Stratas Advisors February 2014 - January 2015
McGraw-Hill Platts December 2011 - February 2014
The Situs Companies February 2010 - December 2011
The Situs Companies August 2008 - February 2010
The Situs Companies January 2007 - July 2008
The Situs Companies July 2006 - December 2006
AngelouEconomics January 2006 - May 2006
Skills
Financial Analysis, Due Diligence, Underwriting, Press Releases, Excel, Public Relations, Real Estate, Word, Marketing Strategy, Event Management, Valuation, PowerPoint, Writing, New Business Development, Strategic Communications, Microsoft Excel, Microsoft Word
Education
The University of Texas at Austin 2002 — 2006
BS, Public Relations & Economics
Wood Mackenzie January 2015 - Present
Stratas Advisors February 2014 - January 2015
McGraw-Hill Platts December 2011 - February 2014
The Situs Companies February 2010 - December 2011
The Situs Companies August 2008 - February 2010
The Situs Companies January 2007 - July 2008
The Situs Companies July 2006 - December 2006
AngelouEconomics January 2006 - May 2006
Skills
Financial Analysis, Due Diligence, Underwriting, Press Releases, Excel, Public Relations, Real Estate, Word, Marketing Strategy, Event Management, Valuation, PowerPoint, Writing, New Business Development, Strategic Communications, Microsoft Excel, Microsoft Word
Education
The University of Texas at Austin 2002 — 2006
BS, Public Relations & Economics
Trish Parkes's The Situs Companies Experience September 2004 - February 2005
Job Marketing at Florida Future Realty, Inc.
Industry Real Estate
Experience
Florida Future Realty, Inc. June 2009 - Present
SWIM Florida 2009 - 2009
JKG Group November 2006 - September 2008
The Situs Companies September 2004 - February 2005
Education
Nova Southeastern University 1996 — 1998
BS, English, Communications
Florida Future Realty, Inc. June 2009 - Present
SWIM Florida 2009 - 2009
JKG Group November 2006 - September 2008
The Situs Companies September 2004 - February 2005
Education
Nova Southeastern University 1996 — 1998
BS, English, Communications
Victor Olshansky Victor Olshansky's The Situs Companies Experience 2006 - 2008
Job Bank Regulator
Industry Banking
Experience
FDIC 2011 - Present
Flagler (Florida's Leading Commercial Real Estate Firm) 2008 - 2011
The Situs Companies 2006 - 2008
Studley 2005 - 2006
US Army 1997 - 2005
Skills
Valuation, Commercial Mortgages, Banking Law, Green Building, Real Estate Economics, Asset Managment, Financial Modeling, Financial Analysis, Due Diligence, Disposition, Real Estate, Real Estate Development, Strategic Planning, Asset Management, Negotiation, Contract Negotiation, Commercial Real Estate, Commercial Real Estate..., Investments, Finance, Loans, Credit Analysis, Real Estate Financing, Underwriting, Corporate Finance, Leases, Commercial Lending, Financial Structuring, Portfolio Management, Banking, Investment Properties, Real Estate Transactions, Brokerage, Private Equity, Mortgage Lending, Risk Management, Capital Markets, Mergers & Acquisitions, Acquisitions, Location Intelligence, Credit, Loan Origination, Commercial Banking, CMBS, Structured Finance
Education
Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA)
University of Hawaii at Manoa 1997 — 1999
MA, Economics
United States Military Academy at West Point 1993 — 1997
BS, Economics
Penn Charter 1981 — 1993
FDIC 2011 - Present
Flagler (Florida's Leading Commercial Real Estate Firm) 2008 - 2011
The Situs Companies 2006 - 2008
Studley 2005 - 2006
US Army 1997 - 2005
Skills
Valuation, Commercial Mortgages, Banking Law, Green Building, Real Estate Economics, Asset Managment, Financial Modeling, Financial Analysis, Due Diligence, Disposition, Real Estate, Real Estate Development, Strategic Planning, Asset Management, Negotiation, Contract Negotiation, Commercial Real Estate, Commercial Real Estate..., Investments, Finance, Loans, Credit Analysis, Real Estate Financing, Underwriting, Corporate Finance, Leases, Commercial Lending, Financial Structuring, Portfolio Management, Banking, Investment Properties, Real Estate Transactions, Brokerage, Private Equity, Mortgage Lending, Risk Management, Capital Markets, Mergers & Acquisitions, Acquisitions, Location Intelligence, Credit, Loan Origination, Commercial Banking, CMBS, Structured Finance
Education
Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA)
University of Hawaii at Manoa 1997 — 1999
MA, Economics
United States Military Academy at West Point 1993 — 1997
BS, Economics
Penn Charter 1981 — 1993
Charles Levine's The Situs Companies Experience July 2007 - June 2008
Job InterDealer Broker
Industry Capital Markets
Experience
BGC Partners January 2012 - June 2015
Tullett Prebon June 2008 - August 2011
The Situs Companies July 2007 - June 2008
Vintage Group, LLC December 2005 - July 2007
Skills
MBS, Capital Markets, Equities, Credit, Due Diligence, Loans, CMBS, Finance, Financial Analysis, Asset Management, Fixed Income
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), Finance, General
NYU School of Professional Studies
Certificate in Real Estate Finance and Investment
Boston University 2001 — 2005
Bachelor's degree, International Relations and Affairs
BGC Partners January 2012 - June 2015
Tullett Prebon June 2008 - August 2011
The Situs Companies July 2007 - June 2008
Vintage Group, LLC December 2005 - July 2007
Skills
MBS, Capital Markets, Equities, Credit, Due Diligence, Loans, CMBS, Finance, Financial Analysis, Asset Management, Fixed Income
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), Finance, General
NYU School of Professional Studies
Certificate in Real Estate Finance and Investment
Boston University 2001 — 2005
Bachelor's degree, International Relations and Affairs
Dusty Barron Dusty Barron's The Situs Companies Experience September 2010 - December 2011
Job Teacher / Coach at Lubbock ISD
Industry Education Management
Experience
Lubbock ISD August 2012 - Present
Ocwen Financial Corporation February 2012 - June 2012
The Situs Companies September 2010 - December 2011
GEMSA Loan Services March 2006 - September 2010
Education
Texas Tech University - Rawls College of Business 1999 — 2003
B.B.A., Marketing and Management
Lubbock ISD August 2012 - Present
Ocwen Financial Corporation February 2012 - June 2012
The Situs Companies September 2010 - December 2011
GEMSA Loan Services March 2006 - September 2010
Education
Texas Tech University - Rawls College of Business 1999 — 2003
B.B.A., Marketing and Management
David Schiffer David Schiffer's The Situs Companies Experience March 2007 - September 2007
Job Vice President at Barclays
Industry Financial Services
Experience
Barclays February 2015 - Present
Barclays July 2011 - February 2015
The Inland Real Estate Group of Companies, Inc. September 2007 - November 2008
The Situs Companies March 2007 - September 2007
Rosin & Associates July 2005 - March 2007
Skills
Bloomberg, Microsoft Excel, Due Diligence, Financial Analysis, Structured Finance, Capital Markets, CMBS, Finance, Real Estate Economics, Fixed Income, Mortgage Lending, Investments, Securitization, Analysis, Underwriting
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance, Financial Instruments & Markets, Economics
Carnegie Mellon University - Tepper School of Business 2001 — 2005
B.S., Business Administration
Barclays February 2015 - Present
Barclays July 2011 - February 2015
The Inland Real Estate Group of Companies, Inc. September 2007 - November 2008
The Situs Companies March 2007 - September 2007
Rosin & Associates July 2005 - March 2007
Skills
Bloomberg, Microsoft Excel, Due Diligence, Financial Analysis, Structured Finance, Capital Markets, CMBS, Finance, Real Estate Economics, Fixed Income, Mortgage Lending, Investments, Securitization, Analysis, Underwriting
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance, Financial Instruments & Markets, Economics
Carnegie Mellon University - Tepper School of Business 2001 — 2005
B.S., Business Administration
Katie Bui's The Situs Companies Experience September 2006 - October 2007
Job Manager at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte Consulting September 2010 - Present
LMI Government Consulting July 2009 - November 2010
The Situs Companies September 2006 - October 2007
Demos: A Network for Ideas & Actions August 2004 - March 2006
Education
The University of Chicago 2007 — 2009
M.P.P., Public Policy
University of California, Berkeley 2000 — 2004
B.A., Applied Mathematics
Deloitte Consulting September 2010 - Present
LMI Government Consulting July 2009 - November 2010
The Situs Companies September 2006 - October 2007
Demos: A Network for Ideas & Actions August 2004 - March 2006
Education
The University of Chicago 2007 — 2009
M.P.P., Public Policy
University of California, Berkeley 2000 — 2004
B.A., Applied Mathematics
Christopher Harman Christopher Harman's The Situs Companies Experience 1999 - 2000
Job CEO Rail Yard; Principal & Founder, HCP Realty Advisors, Inc.
Industry Commercial Real Estate
Experience
Rail Yard, Inc. January 2012 - Present
HCP Advisors May 2003 - Present
Navisite 2002 - 2003
Enron Broadband Services 2000 - 2001
The Situs Companies 1999 - 2000
Enron 1995 - 1999
Skills
Due Diligence, Capital Raising, Contract Management, Licensing, Cross-functional Team..., Real Estate, B2B Marketing, Corporate Real Estate, Disposition, Strategy, Investment Properties, Real Estate Transactions, Commercial Real Estate, Real Estate Development, Business Development, Start-ups, Mergers & Acquisitions, Entrepreneurship, Portfolio Management, Finance
Education
Southern Methodist University
BS, Economic, Finance
Rail Yard, Inc. January 2012 - Present
HCP Advisors May 2003 - Present
Navisite 2002 - 2003
Enron Broadband Services 2000 - 2001
The Situs Companies 1999 - 2000
Enron 1995 - 1999
Skills
Due Diligence, Capital Raising, Contract Management, Licensing, Cross-functional Team..., Real Estate, B2B Marketing, Corporate Real Estate, Disposition, Strategy, Investment Properties, Real Estate Transactions, Commercial Real Estate, Real Estate Development, Business Development, Start-ups, Mergers & Acquisitions, Entrepreneurship, Portfolio Management, Finance
Education
Southern Methodist University
BS, Economic, Finance
Ryan Ledwith's The Situs Companies Experience June 2010 - March 2011
Job Executive Director at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co. May 2015 - Present
Alpha Xi Building Association January 1998 - Present
Santander Realty Capital March 2011 - May 2015
The Situs Companies June 2010 - March 2011
Keefe, Bruyette & Woods June 2010 - March 2011
Corporate Risk Advisors October 2009 - May 2010
Zenta May 2007 - February 2008
Countrywide Bank, FSB 2004 - 2006
Citigroup 1998 - 2004
Salomon Brothers 1996 - 1998
Skills
Commercial Real Estate..., Real Estate Economics, Analysis, Capital Markets, Due Diligence, Credit Management, Credit Risk, Team Management, Portfolio Management, Real Estate, Valuation, Loans, Finance, Investments, Structured Finance, Mortgage Lending, Loan Origination, Underwriting, Credit, Management, Banking, Commercial Real Estate, Asset Managment, Commercial Mortgages, Risk Management
Education
Yale University - Yale School of Management 1989 — 1991
MBA, finance
University of California, Berkeley
BS, Economics
henry m. gunn sr high
JPMorgan Chase & Co. May 2015 - Present
Alpha Xi Building Association January 1998 - Present
Santander Realty Capital March 2011 - May 2015
The Situs Companies June 2010 - March 2011
Keefe, Bruyette & Woods June 2010 - March 2011
Corporate Risk Advisors October 2009 - May 2010
Zenta May 2007 - February 2008
Countrywide Bank, FSB 2004 - 2006
Citigroup 1998 - 2004
Salomon Brothers 1996 - 1998
Skills
Commercial Real Estate..., Real Estate Economics, Analysis, Capital Markets, Due Diligence, Credit Management, Credit Risk, Team Management, Portfolio Management, Real Estate, Valuation, Loans, Finance, Investments, Structured Finance, Mortgage Lending, Loan Origination, Underwriting, Credit, Management, Banking, Commercial Real Estate, Asset Managment, Commercial Mortgages, Risk Management
Education
Yale University - Yale School of Management 1989 — 1991
MBA, finance
University of California, Berkeley
BS, Economics
henry m. gunn sr high
Neil Larson Neil Larson's The Situs Companies Experience April 2012 - December 2012
Job Financial Solutions Advisor at Bank of America Merrill Lynch
Industry Investment Management
Experience
Bank of America Merrill Lynch May 2014 - Present
AXA Equitable April 2013 - May 2014
The Situs Companies April 2012 - December 2012
Skills
Microsoft Excel, Excel - If Statements,..., Financial Analysis, Financial Modeling, Series 7, Series 66, Investor Relations, Portfolio Performance..., Portfolio Management, 401k, Mutual Funds, Variable Annuities, Fixed Annuities
Education
Kean University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General, 3.57
Bank of America Merrill Lynch May 2014 - Present
AXA Equitable April 2013 - May 2014
The Situs Companies April 2012 - December 2012
Skills
Microsoft Excel, Excel - If Statements,..., Financial Analysis, Financial Modeling, Series 7, Series 66, Investor Relations, Portfolio Performance..., Portfolio Management, 401k, Mutual Funds, Variable Annuities, Fixed Annuities
Education
Kean University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, General, 3.57
Saada Chang Certifed Lean Six Sigma Black Belt, PMP's The Situs Companies Experience May 2002 - June 2003
Job at
Industry Financial Services
Experience
Discover Financial Services December 2014 - Present
Discover Financial Services May 2012 - Present
BMC Software November 2008 - April 2012
Intel March 2005 - November 2008
Freescale Semiconductor July 2003 - March 2005
The Situs Companies May 2002 - June 2003
Skills
Six Sigma, PMP, Process Improvement, Financial Modeling, Financial Analysis, Cross-functional Team..., Forecasting, Business Analysis, Business Strategy, Mergers, Strategic Planning, Change Management, Project Management, Financial Reporting, Pricing, Business Process, Wrestling
Education
The University of Texas at Austin 1997 — 2002
Dual BBA, Finance / Management Info Systems
Discover Financial Services December 2014 - Present
Discover Financial Services May 2012 - Present
BMC Software November 2008 - April 2012
Intel March 2005 - November 2008
Freescale Semiconductor July 2003 - March 2005
The Situs Companies May 2002 - June 2003
Skills
Six Sigma, PMP, Process Improvement, Financial Modeling, Financial Analysis, Cross-functional Team..., Forecasting, Business Analysis, Business Strategy, Mergers, Strategic Planning, Change Management, Project Management, Financial Reporting, Pricing, Business Process, Wrestling
Education
The University of Texas at Austin 1997 — 2002
Dual BBA, Finance / Management Info Systems
Seema Varma's The Situs Companies Experience September 2010 - June 2012
Job Experienced Commercial Real Estate Portfolio Manager
Industry Banking
Experience
Ocwen Financial Corporation June 2012 - December 2013
The Situs Companies September 2010 - June 2012
The Situs Companies August 2008 - October 2010
Situs August 2006 - August 2008
Skills
Microsoft Excel, Real Estate Economics, Loans, Portfolio Management, Risk Management, Valuation, CMBS, Credit, Asset Management, Asset Managment, Commercial Mortgages, Due Diligence, Finance, Financial Modeling, Investments, Mortgage Lending, Underwriting, Commercial Real Estate..., Commercial Real Estate, Environmental Impact..., Vendor Management, Financial Statement..., Access, Portfolio Performance..., Long-term Customer..., Investor reporting, Commercial Lending, Loan Origination, Loan Servicing
Education
The University of Texas at Austin 2000 — 2004
Bachelors, Economics
Ocwen Financial Corporation June 2012 - December 2013
The Situs Companies September 2010 - June 2012
The Situs Companies August 2008 - October 2010
Situs August 2006 - August 2008
Skills
Microsoft Excel, Real Estate Economics, Loans, Portfolio Management, Risk Management, Valuation, CMBS, Credit, Asset Management, Asset Managment, Commercial Mortgages, Due Diligence, Finance, Financial Modeling, Investments, Mortgage Lending, Underwriting, Commercial Real Estate..., Commercial Real Estate, Environmental Impact..., Vendor Management, Financial Statement..., Access, Portfolio Performance..., Long-term Customer..., Investor reporting, Commercial Lending, Loan Origination, Loan Servicing
Education
The University of Texas at Austin 2000 — 2004
Bachelors, Economics
Michael Eshelman's The Situs Companies Experience 1999 - 2002
Job
Industry Real Estate
Experience
Spectrum Real Estate Group August 2002 - Present
The Situs Companies 1999 - 2002
Education
Swarthmore College 1996 — 2000
Spectrum Real Estate Group August 2002 - Present
The Situs Companies 1999 - 2002
Education
Swarthmore College 1996 — 2000
Ashwini Habbu's The Situs Companies Experience May 2005 - May 2006
Job Attorney, Clifford Chance
Industry Law Practice
Experience
Clifford Chance US LLP January 2010 - Present
Clifford Chance US LLP May 2008 - August 2008
International Service for Human Rights January 2008 - May 2008
Legal Momentum May 2007 - August 2007
The Situs Companies May 2005 - May 2006
Skills
Legal Research, Legal Writing, Corporate Law, Corporate Governance, Regulatory Compliance, Private Equity, Hedge Funds, Securities Regulation
Education
University of Michigan Law School 2006 — 2009
J.D.
The University of Texas at Austin 2001 — 2005
B.A., Plan II Honors Program, Government
Clifford Chance US LLP January 2010 - Present
Clifford Chance US LLP May 2008 - August 2008
International Service for Human Rights January 2008 - May 2008
Legal Momentum May 2007 - August 2007
The Situs Companies May 2005 - May 2006
Skills
Legal Research, Legal Writing, Corporate Law, Corporate Governance, Regulatory Compliance, Private Equity, Hedge Funds, Securities Regulation
Education
University of Michigan Law School 2006 — 2009
J.D.
The University of Texas at Austin 2001 — 2005
B.A., Plan II Honors Program, Government
Shola Kadiri's The Situs Companies Experience January 2011 - December 2013
Job Director of Acquisitions at The Sapir Organization
Industry Real Estate
Experience
The Sapir Organization / ASRR December 2013 - Present
The Situs Companies January 2011 - December 2013
The Rockefeller Group February 2010 - July 2010
Lefrak Organization May 2008 - February 2010
Dale Carnegie Training 2008 - 2008
Skills
Valuation, Due Diligence, Acquisitions, Underwriting, Complex Financial..., Excel - Lookups, IF..., Argus Valuation, Development, Commercial Deal..., Asset Managment, Asset Management, Commercial Real Estate, Real Estate Development, Real Estate Transactions, Real Estate, Financial Modeling, Investments, Finance, Real Estate Financing, Mergers & Acquisitions, Real Estate Economics
Education
New York University 2008 — 2010
Master of Science, Real Estate
CFA Institute 2007 — 2007
Chartered Financial Analyst® (CFA®) Designation – Passed Level 1, Passing Rate: 39%
Temple University 2003 — 2007
B.A., Chemistry
The Sapir Organization / ASRR December 2013 - Present
The Situs Companies January 2011 - December 2013
The Rockefeller Group February 2010 - July 2010
Lefrak Organization May 2008 - February 2010
Dale Carnegie Training 2008 - 2008
Skills
Valuation, Due Diligence, Acquisitions, Underwriting, Complex Financial..., Excel - Lookups, IF..., Argus Valuation, Development, Commercial Deal..., Asset Managment, Asset Management, Commercial Real Estate, Real Estate Development, Real Estate Transactions, Real Estate, Financial Modeling, Investments, Finance, Real Estate Financing, Mergers & Acquisitions, Real Estate Economics
Education
New York University 2008 — 2010
Master of Science, Real Estate
CFA Institute 2007 — 2007
Chartered Financial Analyst® (CFA®) Designation – Passed Level 1, Passing Rate: 39%
Temple University 2003 — 2007
B.A., Chemistry
Dale Chick's The Situs Companies Experience May 2010 - May 2011
Job Transaction Manager Vice President
Industry Banking
Experience
Credit Suisse May 2011 - October 2011
The Situs Companies May 2010 - May 2011
Natixis Real Estate Capital August 2003 - January 2008
KTR Newmark 2001 - 2003
Skills
Real Estate Economics, Investment Properties, Commercial Real Estate, CMBS, Real Estate, Valuation, Disposition, Asset Management, Real Estate Financing, Real Estate Transactions, Due Diligence, Real Estate Development, Investments, Acquisitions, Brokerage, Structured Finance, Leases, Commercial Mortgages, Loans, Financial Structuring
Education
New York University 2004 — 2006
MA, Real Estate
Boston University 1994 — 1997
Credit Suisse May 2011 - October 2011
The Situs Companies May 2010 - May 2011
Natixis Real Estate Capital August 2003 - January 2008
KTR Newmark 2001 - 2003
Skills
Real Estate Economics, Investment Properties, Commercial Real Estate, CMBS, Real Estate, Valuation, Disposition, Asset Management, Real Estate Financing, Real Estate Transactions, Due Diligence, Real Estate Development, Investments, Acquisitions, Brokerage, Structured Finance, Leases, Commercial Mortgages, Loans, Financial Structuring
Education
New York University 2004 — 2006
MA, Real Estate
Boston University 1994 — 1997
Dustin Duff's The Situs Companies Experience September 2003 - February 2008
Job US Sales Manager @ iMech
Industry Oil & Energy
Experience
Innovative Mechanical Solutions February 2014 - Present
Baker Hughes February 2012 - Present
Sysco Foods February 2008 - February 2012
The Situs Companies September 2003 - February 2008
Skills
Microsoft Office, Supply Chain, Procurement, Excel, Forecasting, Financial Analysis, Real Estate, Strategic Planning, Underwriting, SAP, Contract Management, Logistics, Supply Chain Management, Strategic Sourcing, Management, Purchasing, Operations Management, Microsoft Excel, Budgets, Process Improvement, Leadership, Project Planning, Materials Management, Inventory Management, Contract Negotiation, Supply Management, Project Management, MRP, Warehousing, Manufacturing, Warehouse Management, Supervisory Skills, Distribution Center..., Negotiation, Pricing, Sourcing, Global Sourcing
Education
Houston Community College
Innovative Mechanical Solutions February 2014 - Present
Baker Hughes February 2012 - Present
Sysco Foods February 2008 - February 2012
The Situs Companies September 2003 - February 2008
Skills
Microsoft Office, Supply Chain, Procurement, Excel, Forecasting, Financial Analysis, Real Estate, Strategic Planning, Underwriting, SAP, Contract Management, Logistics, Supply Chain Management, Strategic Sourcing, Management, Purchasing, Operations Management, Microsoft Excel, Budgets, Process Improvement, Leadership, Project Planning, Materials Management, Inventory Management, Contract Negotiation, Supply Management, Project Management, MRP, Warehousing, Manufacturing, Warehouse Management, Supervisory Skills, Distribution Center..., Negotiation, Pricing, Sourcing, Global Sourcing
Education
Houston Community College
Jennifer Uschold's The Situs Companies Experience November 2008 - February 2010
Job Senior Manager, Internal Communications
Industry Oil & Energy
Experience
Direct Energy May 2014 - Present
Houston Methodist February 2010 - May 2014
AMA Houston July 2012 - June 2013
The Situs Companies November 2008 - February 2010
AmREIT April 2007 - October 2008
CBRE Melody (L.J. Melody) October 2003 - April 2007
International Facility Management Association May 1998 - October 2003
Schlumberger 1996 - 1996
Skills
Social Media Marketing, Trade Show Management, Marketing Strategy, Social Media, Project Management, Trade Shows, CRM, Marketing, Brand Development, Business Development, Digital Marketing, Email Marketing, Sales, Management, Integrated Marketing, Interactive Marketing, Advertising, Market Research, Direct Marketing, Marketing Communications, Strategic Planning
Education
University of Maryland University College 2003 — 2005
Masters Business Administration
Stephen F. Austin State University 1992 — 1996
Bachelor of Science, Communications/Public Relations
Direct Energy May 2014 - Present
Houston Methodist February 2010 - May 2014
AMA Houston July 2012 - June 2013
The Situs Companies November 2008 - February 2010
AmREIT April 2007 - October 2008
CBRE Melody (L.J. Melody) October 2003 - April 2007
International Facility Management Association May 1998 - October 2003
Schlumberger 1996 - 1996
Skills
Social Media Marketing, Trade Show Management, Marketing Strategy, Social Media, Project Management, Trade Shows, CRM, Marketing, Brand Development, Business Development, Digital Marketing, Email Marketing, Sales, Management, Integrated Marketing, Interactive Marketing, Advertising, Market Research, Direct Marketing, Marketing Communications, Strategic Planning
Education
University of Maryland University College 2003 — 2005
Masters Business Administration
Stephen F. Austin State University 1992 — 1996
Bachelor of Science, Communications/Public Relations
James Ragan's The Situs Companies Experience 2002 - 2003
Job Senior Vice President at BB&T
Industry Banking
Experience
BB&T 2013 - Present
JPMorgan Chase 2003 - 2013
The Situs Companies 2002 - 2003
AIG 1998 - 2002
City of Houston 1991 - 1998
Skills
Loans, Underwriting, Credit, Portfolio Management, Mortgage Lending, Finance, Commercial Mortgages, Banking, Cash Flow, Leadership, Commercial Real Estate, Commercial Banking, Management, Credit Analysis, Financial Structuring, Credit Risk, Financial Analysis, Loan Origination, Mortgage Banking, Commercial Lending, Consumer Lending, Debt Restructuring, Due Diligence, Investments, Corporate Finance, Risk Management, Cash Management, Relationship Management, Private Banking, Real Estate, Structured Finance, Refinance, Financial Modeling, Real Estate Economics, Treasury Management, Wealth Management, Financial Risk, Valuation, Financial Services, Construction Loans, Loan Servicing, Capital Markets, Asset Management, Small Business Lending, Lines Of Credit
Education
University of Houston-Clear Lake
MBA, Management
University of Houston-Clear Lake
BS, Finance
BB&T 2013 - Present
JPMorgan Chase 2003 - 2013
The Situs Companies 2002 - 2003
AIG 1998 - 2002
City of Houston 1991 - 1998
Skills
Loans, Underwriting, Credit, Portfolio Management, Mortgage Lending, Finance, Commercial Mortgages, Banking, Cash Flow, Leadership, Commercial Real Estate, Commercial Banking, Management, Credit Analysis, Financial Structuring, Credit Risk, Financial Analysis, Loan Origination, Mortgage Banking, Commercial Lending, Consumer Lending, Debt Restructuring, Due Diligence, Investments, Corporate Finance, Risk Management, Cash Management, Relationship Management, Private Banking, Real Estate, Structured Finance, Refinance, Financial Modeling, Real Estate Economics, Treasury Management, Wealth Management, Financial Risk, Valuation, Financial Services, Construction Loans, Loan Servicing, Capital Markets, Asset Management, Small Business Lending, Lines Of Credit
Education
University of Houston-Clear Lake
MBA, Management
University of Houston-Clear Lake
BS, Finance
Chris Dendtler's The Situs Companies Experience 2010 - 2011
Job Vice President Investment Management at TRC Capital Partners (formerly Redstone)
Industry Commercial Real Estate
Experience
TRC Capital Partners (formerly Redstone) November 2014 - Present
Bridgecare Development 2009 - 2014
The Situs Companies 2010 - 2011
Blackhawk Development 2008 - 2009
The Lionstone Group 2005 - 2008
Cushman & Wakefield Global Consulting 2004 - 2005
Arthur Andersen 2001 - 2001
Bank of America 1998 - 2000
Skills
Acquisitions, Financial Modeling, Real Estate, Disposition, Valuation, Due Diligence, Leases, Investment Management, Private Equity, Capital Markets, Asset Managment, Financial Analysis, Investment Properties, Corporate Finance, Real Estate Economics, Investments, Real Estate Private..., Real Estate Development, Location Intelligence, Contract Negotiation, Portfolio Management, Commercial Real Estate, Real Estate Transactions
Education
The Johns Hopkins University - Carey Business School 2003 — 2005
MBA, Finance
Trinity University 1994 — 1998
Bachelor of Arts (B.A.), International Business
TRC Capital Partners (formerly Redstone) November 2014 - Present
Bridgecare Development 2009 - 2014
The Situs Companies 2010 - 2011
Blackhawk Development 2008 - 2009
The Lionstone Group 2005 - 2008
Cushman & Wakefield Global Consulting 2004 - 2005
Arthur Andersen 2001 - 2001
Bank of America 1998 - 2000
Skills
Acquisitions, Financial Modeling, Real Estate, Disposition, Valuation, Due Diligence, Leases, Investment Management, Private Equity, Capital Markets, Asset Managment, Financial Analysis, Investment Properties, Corporate Finance, Real Estate Economics, Investments, Real Estate Private..., Real Estate Development, Location Intelligence, Contract Negotiation, Portfolio Management, Commercial Real Estate, Real Estate Transactions
Education
The Johns Hopkins University - Carey Business School 2003 — 2005
MBA, Finance
Trinity University 1994 — 1998
Bachelor of Arts (B.A.), International Business
Ryan Shumberg's The Situs Companies Experience August 2002 - July 2003
Job Branch Manager at Galleria Mortgage Group
Industry Financial Services
Experience
Mortgage Banker September 2011 - Present
Southwest Funding April 2010 - May 2011
Sente Mortgage October 2009 - April 2010
PrimeLending May 2009 - August 2009
Southwest Funding February 2009 - May 2009
Primary Residential Mortgage October 2008 - January 2009
Dream Home Lending October 2007 - October 2008
Prepared 4 Life March 2008 - May 2008
various mortgage companies August 2003 - October 2007
The Situs Companies August 2002 - July 2003
Skills
Mortgage Banking, Mortgage Lending, Loan Origination, FHA, Residential Mortgages, Loans, VA loans, Refinance, FHA financing, Credit, Credit Analysis, Real Estate, Government Loans, Mortgage Marketing, FHA Financing, Certified Mortgage..., VA Loans, USDA, Investment Properties
Education
The University of Texas at Austin - Red McCombs School of Business 1992 — 1996
Mortgage Banker September 2011 - Present
Southwest Funding April 2010 - May 2011
Sente Mortgage October 2009 - April 2010
PrimeLending May 2009 - August 2009
Southwest Funding February 2009 - May 2009
Primary Residential Mortgage October 2008 - January 2009
Dream Home Lending October 2007 - October 2008
Prepared 4 Life March 2008 - May 2008
various mortgage companies August 2003 - October 2007
The Situs Companies August 2002 - July 2003
Skills
Mortgage Banking, Mortgage Lending, Loan Origination, FHA, Residential Mortgages, Loans, VA loans, Refinance, FHA financing, Credit, Credit Analysis, Real Estate, Government Loans, Mortgage Marketing, FHA Financing, Certified Mortgage..., VA Loans, USDA, Investment Properties
Education
The University of Texas at Austin - Red McCombs School of Business 1992 — 1996
Annette Rosen's The Situs Companies Experience September 2004 - Present
Job Contract Attorney at The Situs Companies
Industry Legal Services
Experience
The Situs Companies September 2004 - Present
Education
University of Houston Law Center 1986 — 1989
University of Houston Hilton College 1983 — 1985
BS, Hotel & Restaurant Management
The Situs Companies September 2004 - Present
Education
University of Houston Law Center 1986 — 1989
University of Houston Hilton College 1983 — 1985
BS, Hotel & Restaurant Management
Don Nienas's The Situs Companies Experience January 2007 - Present
Job Vice President at The Situs Companies
Industry Financial Services
Experience
The Situs Companies January 2007 - Present
Capmark (formerly GMAC Commercial Mortgage) 1997 - 2007
Fannie Mae 1994 - 1997
Meridian Mortgage 1992 - 1994
Skills
Real Estate Economics, Securitization, Structured Finance, Underwriting, Asset Managment, CMBS, Loans, Valuation, Mortgage Banking, Real Estate Financing, Due Diligence, Commercial Real Estate, Credit, Portfolio Management
Education
Temple University - Fox School of Business and Management 1989 — 1993
MBA, Real Estate
University of Minnesota-Twin Cities
BS, Marketing
The Situs Companies January 2007 - Present
Capmark (formerly GMAC Commercial Mortgage) 1997 - 2007
Fannie Mae 1994 - 1997
Meridian Mortgage 1992 - 1994
Skills
Real Estate Economics, Securitization, Structured Finance, Underwriting, Asset Managment, CMBS, Loans, Valuation, Mortgage Banking, Real Estate Financing, Due Diligence, Commercial Real Estate, Credit, Portfolio Management
Education
Temple University - Fox School of Business and Management 1989 — 1993
MBA, Real Estate
University of Minnesota-Twin Cities
BS, Marketing
Kathryn Koepke's The Situs Companies Experience March 2014 - July 2015
Job Vice President at The Situs Companies
Industry Commercial Real Estate
Experience
The Situs Comanies July 2015 - Present
The Situs Companies March 2014 - July 2015
Situs May 2012 - March 2014
Integra Realty Resources June 2010 - May 2012
O'Connor and Associates February 2006 - December 2008
O'Connor and Associates September 2003 - February 2006
Skills
Commercial Real Estate..., Commercial Real Estate..., Argus Financial Modeling, Financial Modeling, Budget Preparation, Budget Oversight, Budgeting, Data Analysis, Market Analysis, Financial Analysis, Employee Hiring, Report Writing, Appraisals, Budgets, Due Diligence, Real Estate, Real Estate Economics, Market Research, Recruiting, Business Development, Valuation, Finance, Management, Forecasting, Analysis, Contract Negotiation, Sales, Commercial Real Estate, Leases, Disposition, Location Intelligence, Real Estate Financing, Real Estate Development, Corporate Real Estate, Real Estate Transactions, Investment Properties, Asset Management
Education
University of Houston-Clear Lake 2009 — 2012
Master of Science, Finance
The University of Texas at Austin 1998 — 2003
Bachelor of Science, Communication Studies
The Situs Comanies July 2015 - Present
The Situs Companies March 2014 - July 2015
Situs May 2012 - March 2014
Integra Realty Resources June 2010 - May 2012
O'Connor and Associates February 2006 - December 2008
O'Connor and Associates September 2003 - February 2006
Skills
Commercial Real Estate..., Commercial Real Estate..., Argus Financial Modeling, Financial Modeling, Budget Preparation, Budget Oversight, Budgeting, Data Analysis, Market Analysis, Financial Analysis, Employee Hiring, Report Writing, Appraisals, Budgets, Due Diligence, Real Estate, Real Estate Economics, Market Research, Recruiting, Business Development, Valuation, Finance, Management, Forecasting, Analysis, Contract Negotiation, Sales, Commercial Real Estate, Leases, Disposition, Location Intelligence, Real Estate Financing, Real Estate Development, Corporate Real Estate, Real Estate Transactions, Investment Properties, Asset Management
Education
University of Houston-Clear Lake 2009 — 2012
Master of Science, Finance
The University of Texas at Austin 1998 — 2003
Bachelor of Science, Communication Studies
Mimi Vu's The Situs Companies Experience September 2006 - September 2007
Job Vice President at Bank of America
Industry Real Estate
Experience
Bank of America June 2014 - Present
IDBNY October 2007 - May 2014
The Situs Companies September 2006 - September 2007
Cushman & Wakefield June 2000 - September 2005
Skills
Commercial Real Estate, Due Diligence, Disposition, Analysis, Real Estate, Credit, Underwriting, Leases, Real Estate Economics, CMBS, Loans, Asset Managment, Finance, Portfolio Management, Mortgage Lending, Asset Management, Property Management, Management
Education
New York University 2002 — 2006
MS, Real Estate Finance and Investments
City University of New York-John Jay College of Criminal Justice 1992 — 1996
BA, Criminal Justice
Bank of America June 2014 - Present
IDBNY October 2007 - May 2014
The Situs Companies September 2006 - September 2007
Cushman & Wakefield June 2000 - September 2005
Skills
Commercial Real Estate, Due Diligence, Disposition, Analysis, Real Estate, Credit, Underwriting, Leases, Real Estate Economics, CMBS, Loans, Asset Managment, Finance, Portfolio Management, Mortgage Lending, Asset Management, Property Management, Management
Education
New York University 2002 — 2006
MS, Real Estate Finance and Investments
City University of New York-John Jay College of Criminal Justice 1992 — 1996
BA, Criminal Justice
Christopher Edgar's The Situs Companies Experience November 2006 - June 2012
Job Director Zurich Alternative Asset Management, LLC
Industry Real Estate
Experience
Zurich Alternative Asset Management, LLC July 2012 - Present
The Situs Companies November 2006 - June 2012
Boston Capital January 2005 - April 2006
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2005
MBA, Finance
Elmira College 1998 — 2002
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Madison High School
Zurich Alternative Asset Management, LLC July 2012 - Present
The Situs Companies November 2006 - June 2012
Boston Capital January 2005 - April 2006
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2003 — 2005
MBA, Finance
Elmira College 1998 — 2002
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Madison High School
Lori Kaplan's The Situs Companies Experience September 2010 - Present
Job Independent Commercial Real Estate Professional
Industry Commercial Real Estate
Experience
The Situs Companies September 2010 - Present
GE Capital 1998 - 2000
Skills
Project Management
Education
The George Washington University - School of Business 1990 — 1992
University of Virginia 1983 — 1987
BA, Economics
The Situs Companies September 2010 - Present
GE Capital 1998 - 2000
Skills
Project Management
Education
The George Washington University - School of Business 1990 — 1992
University of Virginia 1983 — 1987
BA, Economics
Ketra Lincoln's The Situs Companies Experience March 2006 - August 2008
Job Business Development Manager at Lone Star CollegeEnergy and Manufacturing Institute
Industry Education Management
Experience
Lone Star College September 2013 - Present
Lone Star College January 2012 - September 2013
Melaleuca:The Wellness Company January 2008 - July 2011
The Situs Companies March 2006 - August 2008
GEMSA Loan Services March 2004 - March 2006
GE Capital May 1998 - March 2004
GEMSA Loan Services April 1996 - May 1998
GE January 1995 - April 1996
Skills
Management, SDLC, Financial Analysis, Training, Business Analysis, Budgets, Analysis, Project Management, Process Improvement, Strategic Planning, Change Management, Employee Training, Business Development, Leadership, Customer Service, Marketing, Policy, Six Sigma, Program Management, Public Speaking
Education
University of Phoenix 2010 — 2012
Masters of Business Administration, Health/Health Care Administration/Management
Grambling State University 1989 — 1993
B.S., Computer Information
Lone Star College September 2013 - Present
Lone Star College January 2012 - September 2013
Melaleuca:The Wellness Company January 2008 - July 2011
The Situs Companies March 2006 - August 2008
GEMSA Loan Services March 2004 - March 2006
GE Capital May 1998 - March 2004
GEMSA Loan Services April 1996 - May 1998
GE January 1995 - April 1996
Skills
Management, SDLC, Financial Analysis, Training, Business Analysis, Budgets, Analysis, Project Management, Process Improvement, Strategic Planning, Change Management, Employee Training, Business Development, Leadership, Customer Service, Marketing, Policy, Six Sigma, Program Management, Public Speaking
Education
University of Phoenix 2010 — 2012
Masters of Business Administration, Health/Health Care Administration/Management
Grambling State University 1989 — 1993
B.S., Computer Information
C. Thomson Wells's The Situs Companies Experience August 1998 - August 2002
Job President/Founder
Industry Real Estate
Experience
Wells & Associates, LLC September 2004 - Present
Avail Consulting, LLC September 2002 - July 2004
The Situs Companies August 1998 - August 2002
Cintas July 1996 - July 1998
The Situs Companies July 1995 - June 1996
CW Realty Advisors, LLC June 1992 - June 1995
Lewis Realty Advisors, LLC September 1989 - June 1992
Skills
Due Diligence, Management, Valuation, Real Estate, Commercial Real Estate, Real Estate Development, Portfolio Management, Leases, Mergers & Acquisitions, Financial Modeling, Loans, Brokerage, Disposition, Finance, Residential Homes, Investors, Underwriting, Financial Analysis, Credit, Real Estate Economics, Appraisals, Acquisitions, Entrepreneurship, Real Estate Transactions, Investment Properties, Real Estate Financing, Mortgage Banking, Single Family Homes, Investments, Asset Management, Refinance, Credit Analysis, Financial Structuring, Location Intelligence, Commercial Mortgages, Property Management, Corporate Real Estate, Commercial Lending, Apartments, Land Acquisition, 1031 Exchanges, REO, Property, Investment Banking, Dispositions
Education
Texas Tech University 1984 — 1989
Bachelor of Business Administration (B.B.A.), Real Estate
Texas Tech University - Rawls College of Business 1984 — 1989
BBA-Finance, Real Estate Finance
Wells & Associates, LLC September 2004 - Present
Avail Consulting, LLC September 2002 - July 2004
The Situs Companies August 1998 - August 2002
Cintas July 1996 - July 1998
The Situs Companies July 1995 - June 1996
CW Realty Advisors, LLC June 1992 - June 1995
Lewis Realty Advisors, LLC September 1989 - June 1992
Skills
Due Diligence, Management, Valuation, Real Estate, Commercial Real Estate, Real Estate Development, Portfolio Management, Leases, Mergers & Acquisitions, Financial Modeling, Loans, Brokerage, Disposition, Finance, Residential Homes, Investors, Underwriting, Financial Analysis, Credit, Real Estate Economics, Appraisals, Acquisitions, Entrepreneurship, Real Estate Transactions, Investment Properties, Real Estate Financing, Mortgage Banking, Single Family Homes, Investments, Asset Management, Refinance, Credit Analysis, Financial Structuring, Location Intelligence, Commercial Mortgages, Property Management, Corporate Real Estate, Commercial Lending, Apartments, Land Acquisition, 1031 Exchanges, REO, Property, Investment Banking, Dispositions
Education
Texas Tech University 1984 — 1989
Bachelor of Business Administration (B.B.A.), Real Estate
Texas Tech University - Rawls College of Business 1984 — 1989
BBA-Finance, Real Estate Finance
Darren Powers's The Situs Companies Experience June 2007 - Present
Job Analyst at The Situs Companies
Industry Commercial Real Estate
Experience
The Situs Companies June 2007 - Present
US Navy September 2000 - September 2006
Moore County Schools July 1998 - June 2000
Education
American InterContinental University 2003 — 2005
MBA, Health Care Administration
University of North Carolina at Wilmington 1994 — 1998
The Situs Companies June 2007 - Present
US Navy September 2000 - September 2006
Moore County Schools July 1998 - June 2000
Education
American InterContinental University 2003 — 2005
MBA, Health Care Administration
University of North Carolina at Wilmington 1994 — 1998
Nicole Bozich's The Situs Companies Experience January 2007 - May 2011
Job Managing Director at Situs
Industry Real Estate
Experience
Situs May 2015 - Present
Situs May 2011 - May 2015
The Situs Companies January 2007 - May 2011
Crosspoint Associates 2003 - 2006
Northland Investment Corporation 1997 - 2003
Skills
Due Diligence, Real Estate, Financial Analysis, Finance, Loans, Investments, Analysis, Commercial Real Estate, Leases, Underwriting, Contract Management, Auditing, Strategic Planning, Real Estate Economics, Asset Management, Valuation, Project Management, Real Estate Development, Financial Modeling, Property Management, Management, Investment Properties, Disposition, Credit, Commercial Mortgages, Acquisitions, CMBS, Real Estate Financing
Education
Boston College 2000 — 2006
Bachelor's degree, Accounting
Situs May 2015 - Present
Situs May 2011 - May 2015
The Situs Companies January 2007 - May 2011
Crosspoint Associates 2003 - 2006
Northland Investment Corporation 1997 - 2003
Skills
Due Diligence, Real Estate, Financial Analysis, Finance, Loans, Investments, Analysis, Commercial Real Estate, Leases, Underwriting, Contract Management, Auditing, Strategic Planning, Real Estate Economics, Asset Management, Valuation, Project Management, Real Estate Development, Financial Modeling, Property Management, Management, Investment Properties, Disposition, Credit, Commercial Mortgages, Acquisitions, CMBS, Real Estate Financing
Education
Boston College 2000 — 2006
Bachelor's degree, Accounting
Jennifer Bean's The Situs Companies Experience Managing DirectorHatfield Philips1998 - 2003
Job Director at The Situs Companies
Industry Real Estate
Experience
The Situs Companies Managing DirectorHatfield Philips1998 - 2003
Deloitte & Touche Real Estate Consulting 1990 - 1998
Skills
Real Estate Economics
Education
Duke University - The Fuqua School of Business 1984 — 1986
Hollins University 1980 — 1984
BA, Economics, Business
The Situs Companies Managing DirectorHatfield Philips1998 - 2003
Deloitte & Touche Real Estate Consulting 1990 - 1998
Skills
Real Estate Economics
Education
Duke University - The Fuqua School of Business 1984 — 1986
Hollins University 1980 — 1984
BA, Economics, Business
Demetrius Faulk's The Situs Companies Experience October 2010 - Present
Job Analyst with the Situs Companies
Industry Real Estate
Experience
The Situs Companies October 2010 - Present
City of Newburgh July 2009 - October 2010
City of July 2009 - September 2010
Hudson River Housing October 2008 - February 2009
Hudson River Housing October 2008 - February 2009
IBM July 2001 - September 2007
Education
New York University 2005 — 2008
Cornell University
MEng, Electrical Engineering
New York University
M.S, Real Estate Development; Real Estate Economics
North Carolina Agricultural and Technical State University
B.S, Electrical Engineering
The Situs Companies October 2010 - Present
City of Newburgh July 2009 - October 2010
City of July 2009 - September 2010
Hudson River Housing October 2008 - February 2009
Hudson River Housing October 2008 - February 2009
IBM July 2001 - September 2007
Education
New York University 2005 — 2008
Cornell University
MEng, Electrical Engineering
New York University
M.S, Real Estate Development; Real Estate Economics
North Carolina Agricultural and Technical State University
B.S, Electrical Engineering
Bob Suvalsky's The Situs Companies Experience 2006 - 2008
Job Project Manager at Newbold Advisors
Industry Financial Services
Experience
Newbold Advisors January 2012 - Present
Member Home Loan November 2010 - January 2012
Vericrest Financial, Inc. November 2009 - September 2010
Fannie Mae May 2009 - August 2009
The Situs Companies 2006 - 2008
Aegis Mortgage 2004 - 2006
JPMorgan Chase 2001 - 2004
GE Capital 1996 - 2001
The Situs Companies 1995 - 1996
Center America Property Trust 1991 - 1995
Skills
Process Improvement, Six Sigma, Mortgage Servicing, Loss Mitigation, Change Management, Financial Analysis, Call Center, Visio, Excel, Word, MS Project, Project Management, Default Management, Process Engineering, Forecasting, Budgeting, Microsoft Office, Microsoft Excel, Finance, Mortgage Lending, Coaching, Business Process, Training, Financial Services, Business Analysis, Business Process..., Budgets, Management, Leadership, Analysis, Program Management, PMO, Outsourcing, Banking, Loans, Risk Management, Project Planning, Financial Reporting, Executive Management, Strategic Planning, Accounting, Team Leadership, Vendor Management, Loan Servicing, Asset Management, Portfolio Management, Project Portfolio..., Financial Risk, Cash Management, Insurance
Education
University of Nebraska at Omaha 1980 — 1982
BSBA, Accounting
The University of Texas at Austin 1977 — 1980
Accounting
Newbold Advisors January 2012 - Present
Member Home Loan November 2010 - January 2012
Vericrest Financial, Inc. November 2009 - September 2010
Fannie Mae May 2009 - August 2009
The Situs Companies 2006 - 2008
Aegis Mortgage 2004 - 2006
JPMorgan Chase 2001 - 2004
GE Capital 1996 - 2001
The Situs Companies 1995 - 1996
Center America Property Trust 1991 - 1995
Skills
Process Improvement, Six Sigma, Mortgage Servicing, Loss Mitigation, Change Management, Financial Analysis, Call Center, Visio, Excel, Word, MS Project, Project Management, Default Management, Process Engineering, Forecasting, Budgeting, Microsoft Office, Microsoft Excel, Finance, Mortgage Lending, Coaching, Business Process, Training, Financial Services, Business Analysis, Business Process..., Budgets, Management, Leadership, Analysis, Program Management, PMO, Outsourcing, Banking, Loans, Risk Management, Project Planning, Financial Reporting, Executive Management, Strategic Planning, Accounting, Team Leadership, Vendor Management, Loan Servicing, Asset Management, Portfolio Management, Project Portfolio..., Financial Risk, Cash Management, Insurance
Education
University of Nebraska at Omaha 1980 — 1982
BSBA, Accounting
The University of Texas at Austin 1977 — 1980
Accounting
Cindy (Glogosh) Kosirog's The Situs Companies Experience November 2010 - October 2011
Job
Industry Business Supplies and Equipment
Experience
Harbinger Sign January 2012 - April 2014
The Situs Companies November 2010 - October 2011
Sierra Commercial Real Estate March 2008 - January 2011
Stratosphere Hotel & Casino May 2005 - November 2007
Skills
Real Estate, Event Planning, Customer Service, Outlook, Microsoft Excel, Microsoft Office, Process Scheduler, Budgets, PowerPoint, Microsoft Word, Leases, Hospitality
Education
Webster University 2012 — 2014
Master of Business Administration (MBA), Finance, General
Stephen F. Austin State University 2001 — 2005
Bachelor of Science (BS), Hospitality
Harbinger Sign January 2012 - April 2014
The Situs Companies November 2010 - October 2011
Sierra Commercial Real Estate March 2008 - January 2011
Stratosphere Hotel & Casino May 2005 - November 2007
Skills
Real Estate, Event Planning, Customer Service, Outlook, Microsoft Excel, Microsoft Office, Process Scheduler, Budgets, PowerPoint, Microsoft Word, Leases, Hospitality
Education
Webster University 2012 — 2014
Master of Business Administration (MBA), Finance, General
Stephen F. Austin State University 2001 — 2005
Bachelor of Science (BS), Hospitality
Bert Roberds's The Situs Companies Experience January 2011 - March 2012
Job Director Proprietary Lending Group at Berkadia Commercial Mortgage LLC
Industry Real Estate
Experience
Berkadia Commercial Mortgage LLC March 2012 - Present
The Situs Companies January 2011 - March 2012
InTown Suites February 2008 - December 2010
Reliant Professional Services January 2006 - January 2008
The Jekyll Island Company July 2007 - September 2007
Education
Georgia Institute of Technology 2001 — 2005
Bachelor of Science in Management
Berkadia Commercial Mortgage LLC March 2012 - Present
The Situs Companies January 2011 - March 2012
InTown Suites February 2008 - December 2010
Reliant Professional Services January 2006 - January 2008
The Jekyll Island Company July 2007 - September 2007
Education
Georgia Institute of Technology 2001 — 2005
Bachelor of Science in Management
Richard Joe's The Situs Companies Experience March 2011 - December 2012
Job Managing Director at Situs Companies
Industry Real Estate
Experience
The Situs Companies March 2011 - December 2012
Berkadia Commercial Mortgage LLC September 1996 - March 2011
GE Capital Asset Management June 1987 - September 1996
Education
University of Houston 1981 — 1985
B.B.A., Finance
The Situs Companies March 2011 - December 2012
Berkadia Commercial Mortgage LLC September 1996 - March 2011
GE Capital Asset Management June 1987 - September 1996
Education
University of Houston 1981 — 1985
B.B.A., Finance
Julie Yancy's The Situs Companies Experience November 2004 - March 2007
Job Principal at Real Estate Consulting Solutions
Industry Real Estate
Experience
Real Estate Consulting Solutions June 2007 - Present
The Situs Companies November 2004 - March 2007
Skills
Valuation, Real Estate, Due Diligence, Portfolio Management, Underwriting, Real Estate Financing, Disposition, Mortgage Lending, Asset Management, Real Estate Development, Commercial Real Estate, Real Estate Economics, Leases, Real Estate Transactions, Loans, Investment Properties, Acquisitions, Loan Origination
Education
Texas Christian University 1981 — 1985
BBA, Finance with Real Estate Concentrations
Real Estate Consulting Solutions June 2007 - Present
The Situs Companies November 2004 - March 2007
Skills
Valuation, Real Estate, Due Diligence, Portfolio Management, Underwriting, Real Estate Financing, Disposition, Mortgage Lending, Asset Management, Real Estate Development, Commercial Real Estate, Real Estate Economics, Leases, Real Estate Transactions, Loans, Investment Properties, Acquisitions, Loan Origination
Education
Texas Christian University 1981 — 1985
BBA, Finance with Real Estate Concentrations
Amy Estep's The Situs Companies Experience March 2005 - June 2007
Job Due Diligence Commercial Real Estate/Loan Acquisition
Industry Commercial Real Estate
Experience
BMC Capital December 2010 - Present
Beal Bank April 2009 - December 2009
RR Donnelley, Global Real Estate Services July 2007 - March 2009
The Situs Companies March 2005 - June 2007
Centex September 2002 - December 2005
Arbor Commercial Mortgage LLC December 2001 - August 2002
Bovis Lend Lease December 2000 - October 2001
CB Richard Ellis September 1999 - November 2000
Education
Texas Tech University 1995 — 1999
Finance, Finance, Real Estate
BMC Capital December 2010 - Present
Beal Bank April 2009 - December 2009
RR Donnelley, Global Real Estate Services July 2007 - March 2009
The Situs Companies March 2005 - June 2007
Centex September 2002 - December 2005
Arbor Commercial Mortgage LLC December 2001 - August 2002
Bovis Lend Lease December 2000 - October 2001
CB Richard Ellis September 1999 - November 2000
Education
Texas Tech University 1995 — 1999
Finance, Finance, Real Estate
Seth Flechsig's The Situs Companies Experience May 2006 - September 2006
Job Director at Hines
Industry Commercial Real Estate
Experience
Hines July 2013 - Present
Hines December 2008 - June 2013
The Hanover Company July 2007 - October 2008
The Situs Companies May 2006 - September 2006
North American Development Bank April 2004 - September 2005
Education
Jones Graduate School of Business, Rice University 2005 — 2007
MBA, Real Estate, Finance
Tulane University 1998 — 2002
BBA, Finance
Hines July 2013 - Present
Hines December 2008 - June 2013
The Hanover Company July 2007 - October 2008
The Situs Companies May 2006 - September 2006
North American Development Bank April 2004 - September 2005
Education
Jones Graduate School of Business, Rice University 2005 — 2007
MBA, Real Estate, Finance
Tulane University 1998 — 2002
BBA, Finance
Eric Jennes's The Situs Companies Experience September 2010 - October 2014
Job FDIC Approved Mortgage Contractor with QC and Project Lead Experience
Industry Financial Services
Experience
EJI January 1999 - Present
The Situs Companies September 2010 - October 2014
Clayton March 2003 - October 2014
Opus Capital Markets Consultants January 2012 - April 2013
Fox Associates 2012 - 2013
Fox Associates 2012 - 2013
NCFG February 2007 - May 2009
Ocwen Financial Corporation March 1996 - November 1999
Skills
Loans, Due Diligence, Real Estate, Valuation, Asset Management, Portfolio Management, Mortgage Lending, Loss Mitigation, Commercial Mortgages, Underwriting, Credit, Loan Origination, REO, Investment Properties, Asset Managment, Financial Risk, Workout, CMBS, Cash Flow, Mortgage Banking, Mortgage, Origination, Dispositions, Real Estate Investment, Debt, CCAR
Education
University of Miami - School of Business 1986 — 1990
BBA, Double major in Finance & Management, Summa Cum Laude in Finance and Management
Hall High 1982 — 1986
EJI January 1999 - Present
The Situs Companies September 2010 - October 2014
Clayton March 2003 - October 2014
Opus Capital Markets Consultants January 2012 - April 2013
Fox Associates 2012 - 2013
Fox Associates 2012 - 2013
NCFG February 2007 - May 2009
Ocwen Financial Corporation March 1996 - November 1999
Skills
Loans, Due Diligence, Real Estate, Valuation, Asset Management, Portfolio Management, Mortgage Lending, Loss Mitigation, Commercial Mortgages, Underwriting, Credit, Loan Origination, REO, Investment Properties, Asset Managment, Financial Risk, Workout, CMBS, Cash Flow, Mortgage Banking, Mortgage, Origination, Dispositions, Real Estate Investment, Debt, CCAR
Education
University of Miami - School of Business 1986 — 1990
BBA, Double major in Finance & Management, Summa Cum Laude in Finance and Management
Hall High 1982 — 1986
Susan Poznich's The Situs Companies Experience July 1999 - May 2000
Job HSE Administrative Temp at Murphy Oil Corporation
Industry Oil & Energy
Experience
Murphy Oil Corporation August 2015 - Present
Petal Organics February 2015 - Present
Halcon Resources Corporation September 2013 - November 2014
Ramshorn Investments Inc May 2010 - September 2013
Houston City Personnel May 2009 - April 2010
Coldwell Banker Real Estate / Champions RE Group January 2003 - January 2009
Around the House, Inc. January 2002 - January 2008
Fizer, Beck, Webster, Bentley & Scroggins May 2000 - September 2000
The Situs Companies July 1999 - May 2000
Capgemini Consulting (fka Ernst & Young LLP Management Consulting) 1996 - 1999
Skills
Petroleum, Analysis, Leases, Microsoft Office, Microsoft Word, Windows, Microsoft Excel, PowerPoint, Enertia, Customer Service, Strategic Planning, Gas, Energy Industry, Real Estate, Oil & Gas, Oil & Gas Industry, Outlook, Due Diligence, Contract Management, Microsoft Windows, Enertia Land System, Tobin Enterprise Land, Receptionist Duties, Travel Arrangements, Executive Calendar...
Education
Houston Community College
Southeast High School
Murphy Oil Corporation August 2015 - Present
Petal Organics February 2015 - Present
Halcon Resources Corporation September 2013 - November 2014
Ramshorn Investments Inc May 2010 - September 2013
Houston City Personnel May 2009 - April 2010
Coldwell Banker Real Estate / Champions RE Group January 2003 - January 2009
Around the House, Inc. January 2002 - January 2008
Fizer, Beck, Webster, Bentley & Scroggins May 2000 - September 2000
The Situs Companies July 1999 - May 2000
Capgemini Consulting (fka Ernst & Young LLP Management Consulting) 1996 - 1999
Skills
Petroleum, Analysis, Leases, Microsoft Office, Microsoft Word, Windows, Microsoft Excel, PowerPoint, Enertia, Customer Service, Strategic Planning, Gas, Energy Industry, Real Estate, Oil & Gas, Oil & Gas Industry, Outlook, Due Diligence, Contract Management, Microsoft Windows, Enertia Land System, Tobin Enterprise Land, Receptionist Duties, Travel Arrangements, Executive Calendar...
Education
Houston Community College
Southeast High School
Edward J. Dobbins, CRE's The Situs Companies Experience July 2009 - June 2012
Job Managing Director Credit Risk Executive at Bank of America Merrill Lynch
Industry Real Estate
Experience
Bank of America Merrill Lynch June 2012 - Present
The Situs Companies July 2009 - June 2012
Natixis Capital Markets 1999 - 2008
GE Capital Real Estate 1997 - 1999
Moody's Investors Service 1994 - 1997
Coopers & Lybrand 1990 - 1994
New York Life 1976 - 1990
Skills
Workout, Valuation, Structured Finance, Asset Management, Due Diligence, Portfolio Management, Real Estate Economics, Asset Managment, Loans
Education
New York University - Leonard N. Stern School of Business 1982 — 1987
MBA, Finance
City University of New York City College 1970 — 1974
B.A., History
Bank of America Merrill Lynch June 2012 - Present
The Situs Companies July 2009 - June 2012
Natixis Capital Markets 1999 - 2008
GE Capital Real Estate 1997 - 1999
Moody's Investors Service 1994 - 1997
Coopers & Lybrand 1990 - 1994
New York Life 1976 - 1990
Skills
Workout, Valuation, Structured Finance, Asset Management, Due Diligence, Portfolio Management, Real Estate Economics, Asset Managment, Loans
Education
New York University - Leonard N. Stern School of Business 1982 — 1987
MBA, Finance
City University of New York City College 1970 — 1974
B.A., History
Jared Spain's The Situs Companies Experience September 2006 - April 2012
Job Acquisitions at Ascension Commercial Real Estate
Industry Real Estate
Experience
Ascension Commercial Real Estate March 2014 - Present
Weingarten Realty Investors June 2012 - March 2014
The Situs Companies September 2006 - April 2012
Education
The University of Texas at Austin 2002 — 2006
BBA, Finance
Ascension Commercial Real Estate March 2014 - Present
Weingarten Realty Investors June 2012 - March 2014
The Situs Companies September 2006 - April 2012
Education
The University of Texas at Austin 2002 — 2006
BBA, Finance
Anson Lang's The Situs Companies Experience March 2005 - September 2014
Job President at R&H Management
Industry Real Estate
Experience
R&H Management September 2014 - Present
The Situs Companies March 2005 - September 2014
Random House September 1997 - August 2001
Skills
Mergers & Acquisitions, Disposition, Real Estate, Real Estate Economics, Real Estate Development, Valuation, Commercial Real Estate, Asset Management, Due Diligence, Real Estate Transactions, Real Estate Financing, Investment Properties, Acquisitions, Leases, Financial Modeling, Loans, CMBS, Commercial Mortgages, Investments
Education
Columbia University - Columbia Business School 2001 — 2003
Master of Business Administration (MBA), Finance, General
Columbia College (NY) 1995 — 1997
Bachelor of Arts (BA), English Language and Literature/Letters
R&H Management September 2014 - Present
The Situs Companies March 2005 - September 2014
Random House September 1997 - August 2001
Skills
Mergers & Acquisitions, Disposition, Real Estate, Real Estate Economics, Real Estate Development, Valuation, Commercial Real Estate, Asset Management, Due Diligence, Real Estate Transactions, Real Estate Financing, Investment Properties, Acquisitions, Leases, Financial Modeling, Loans, CMBS, Commercial Mortgages, Investments
Education
Columbia University - Columbia Business School 2001 — 2003
Master of Business Administration (MBA), Finance, General
Columbia College (NY) 1995 — 1997
Bachelor of Arts (BA), English Language and Literature/Letters
Elliot Lawes's The Situs Companies Experience 2009 - June 2011
Job President at Lawes Commercial Real Estate, LLC
Industry Real Estate
Experience
Lawes Commercial Real Estate, LLC 2011 - Present
Southern Atlantic Associates, Inc April 2009 - 2013
Lawes Commercial Real Estate, LLC 2011 - 2012
The Situs Companies 2009 - June 2011
R R Donnelley September 2008 - April 2009
R R Donnelley 1997 - 2009
RR Donnelley 1997 - 2009
RRD Global Real Estate 1997 - 2009
RR Donnelley Global Real Estate Services 1997 - 2009
RR Donnelly Financial Services 1997 - 2009
Skills
Due Diligence, Investment Properties, Property Management, Real Estate, CMBS, Leases, Asset Management, Valuation, Financial Analysis, Mortgage, Workout, Underwriting, Asset Managment, Commercial Real Estate, Portfolio Management, Mortgage Lending, Commercial Mortgages, Finance, Analysis, Loans, Real Estate Economics, Business Development, Banking, Financial Modeling, Credit, Property, Acquisitions, Appraisals
Education
Birmingham-Southern College
AB, History
Lawes Commercial Real Estate, LLC 2011 - Present
Southern Atlantic Associates, Inc April 2009 - 2013
Lawes Commercial Real Estate, LLC 2011 - 2012
The Situs Companies 2009 - June 2011
R R Donnelley September 2008 - April 2009
R R Donnelley 1997 - 2009
RR Donnelley 1997 - 2009
RRD Global Real Estate 1997 - 2009
RR Donnelley Global Real Estate Services 1997 - 2009
RR Donnelly Financial Services 1997 - 2009
Skills
Due Diligence, Investment Properties, Property Management, Real Estate, CMBS, Leases, Asset Management, Valuation, Financial Analysis, Mortgage, Workout, Underwriting, Asset Managment, Commercial Real Estate, Portfolio Management, Mortgage Lending, Commercial Mortgages, Finance, Analysis, Loans, Real Estate Economics, Business Development, Banking, Financial Modeling, Credit, Property, Acquisitions, Appraisals
Education
Birmingham-Southern College
AB, History
Hitipeuw Martha's The Situs Companies Experience January 2000 - Present
Job Director at The Situs Companies
Industry Real Estate
Experience
The Situs Companies January 2000 - Present
Education
Middlebury College 1979 — 1983
Bachelors, Economics/French
The Situs Companies January 2000 - Present
Education
Middlebury College 1979 — 1983
Bachelors, Economics/French
Maria Najm's The Situs Companies Experience May 2011 - February 2013
Job Planner at Technip
Industry Investment Management
Experience
Technip October 2014 - Present
Technip February 2013 - February 2015
The Situs Companies May 2011 - February 2013
Skills
Microsoft Excel, Loan Servicing, Covenant Compliance, Financial Reporting, Financial Tracking, Microsoft Office, Event Planning, Coordinating Events, Financial Analysis, SharePoint, Business Objects, Portfolio Management, Financial Modeling, Asset Management, Real Estate Economics, Valuation, Analysis, Due Diligence, Cash Flow, Credit Analysis, Risk Management, Investments
Education
Baylor University - Hankamer School of Business 2005 — 2008
BBA, Marketing, International Business
Baylor University
Technip October 2014 - Present
Technip February 2013 - February 2015
The Situs Companies May 2011 - February 2013
Skills
Microsoft Excel, Loan Servicing, Covenant Compliance, Financial Reporting, Financial Tracking, Microsoft Office, Event Planning, Coordinating Events, Financial Analysis, SharePoint, Business Objects, Portfolio Management, Financial Modeling, Asset Management, Real Estate Economics, Valuation, Analysis, Due Diligence, Cash Flow, Credit Analysis, Risk Management, Investments
Education
Baylor University - Hankamer School of Business 2005 — 2008
BBA, Marketing, International Business
Baylor University
Tellis Blaze's The Situs Companies Experience October 2010 - September 2012
Job Senior Financial Analyst at Lockwood International
Industry Accounting
Experience
Lockwood International April 2015 - September 2015
Lockwood International November 2014 - September 2015
Lockwood International April 2013 - September 2015
The Situs Companies October 2010 - September 2012
Neighborhood Assistance Corporation of America May 2010 - October 2010
SWE Homes October 2009 - April 2010
Litton Loan Servicing January 2007 - August 2009
Mills Distributions August 2003 - December 2006
Southwestern Controls April 2001 - July 2003
Skills
Analysis, Loans, Financial Analysis, Forecasting, Credit, Management, Mortgage Lending, Accounts Receivable, Payroll, Customer Service, Software Documentation, Accounting, Microsoft Excel, Cash Flow, Account Reconciliation, Credit Management, Banking, Microsoft Office, Training, Loan Servicing, Credit Risk, Internal Controls, Loss Mitigation, Asset Management, Underwriting, SharePoint
Education
University of Houston-Downtown 2014 — 2016
Bachelor's Degree, Accounting
Lockwood International April 2015 - September 2015
Lockwood International November 2014 - September 2015
Lockwood International April 2013 - September 2015
The Situs Companies October 2010 - September 2012
Neighborhood Assistance Corporation of America May 2010 - October 2010
SWE Homes October 2009 - April 2010
Litton Loan Servicing January 2007 - August 2009
Mills Distributions August 2003 - December 2006
Southwestern Controls April 2001 - July 2003
Skills
Analysis, Loans, Financial Analysis, Forecasting, Credit, Management, Mortgage Lending, Accounts Receivable, Payroll, Customer Service, Software Documentation, Accounting, Microsoft Excel, Cash Flow, Account Reconciliation, Credit Management, Banking, Microsoft Office, Training, Loan Servicing, Credit Risk, Internal Controls, Loss Mitigation, Asset Management, Underwriting, SharePoint
Education
University of Houston-Downtown 2014 — 2016
Bachelor's Degree, Accounting
Jay Dworaczyk's The Situs Companies Experience January 2002 - April 2004
Job
Industry Real Estate
Experience
Community and Housing Development, City of Houston December 2011 - November 2012
GEMSA Loan Services January 2006 - January 2009
Terramark Communities April 2004 - January 2006
The Situs Companies January 2002 - April 2004
Skills
Due Diligence, Real Estate, Loans, Finance, Real Estate Development, Valuation, Portfolio Management, Commercial Real Estate, Real Estate Economics, Mortgage Lending, Commercial Mortgages, Loan Servicing, Investment Properties, Underwriting
Education
Texas A&M University 1995 — 1996
Masters, Land Economics & Real Estate
Community and Housing Development, City of Houston December 2011 - November 2012
GEMSA Loan Services January 2006 - January 2009
Terramark Communities April 2004 - January 2006
The Situs Companies January 2002 - April 2004
Skills
Due Diligence, Real Estate, Loans, Finance, Real Estate Development, Valuation, Portfolio Management, Commercial Real Estate, Real Estate Economics, Mortgage Lending, Commercial Mortgages, Loan Servicing, Investment Properties, Underwriting
Education
Texas A&M University 1995 — 1996
Masters, Land Economics & Real Estate
Adam Mincberg's The Situs Companies Experience July 2012 - February 2013
Job Senior Production Analyst at CBRE Debt & Structured Finance / National Senior Housing
Industry Real Estate
Experience
Senior Housing Debt & Structured Finance at CBRE Capital Markets September 2013 - Present
NJRC March 2013 - September 2013
The Situs Companies July 2012 - February 2013
Harris County Housing Authority May 2011 - May 2012
Texas Department of Housing and Community Affairs May 2010 - May 2011
Harris County Community Services Department March 2007 - May 2010
Skills
Policy, Real Estate Development, Real Estate, Microsoft Excel, Public Policy, Investment Properties, Policy Analysis, Nonprofits, Government, Strategic Planning, Real Estate Transactions, Budgets, Property Management, Community Development, Fundraising
Education
University of Houston
B.A., History
Senior Housing Debt & Structured Finance at CBRE Capital Markets September 2013 - Present
NJRC March 2013 - September 2013
The Situs Companies July 2012 - February 2013
Harris County Housing Authority May 2011 - May 2012
Texas Department of Housing and Community Affairs May 2010 - May 2011
Harris County Community Services Department March 2007 - May 2010
Skills
Policy, Real Estate Development, Real Estate, Microsoft Excel, Public Policy, Investment Properties, Policy Analysis, Nonprofits, Government, Strategic Planning, Real Estate Transactions, Budgets, Property Management, Community Development, Fundraising
Education
University of Houston
B.A., History
Donald Bindler's The Situs Companies Experience May 2006 - May 2007
Job Senior Vice President, H/2 Capital Partners
Industry Real Estate
Experience
H/2 Capital Partners February 2011 - Present
Hypo Real Estate Capital Corp May 2007 - February 2011
The Situs Companies May 2006 - May 2007
Capital Lease Funding February 1996 - April 2006
Skills
CMBS, Real Estate Economics, Due Diligence, Asset Managment, Structured Finance, Loan Origination, Financial Structuring, Investments, Loans, Portfolio Management, Capital Markets
Education
Columbia University - Columbia Business School 2001 — 2003
MBA
London Business School 2001 — 2003
MBA
Colby College 1989 — 1993
BA, Economics-Mathematics, Art
London School of Economics and Political Science 1991 — 1992
General Course
H/2 Capital Partners February 2011 - Present
Hypo Real Estate Capital Corp May 2007 - February 2011
The Situs Companies May 2006 - May 2007
Capital Lease Funding February 1996 - April 2006
Skills
CMBS, Real Estate Economics, Due Diligence, Asset Managment, Structured Finance, Loan Origination, Financial Structuring, Investments, Loans, Portfolio Management, Capital Markets
Education
Columbia University - Columbia Business School 2001 — 2003
MBA
London Business School 2001 — 2003
MBA
Colby College 1989 — 1993
BA, Economics-Mathematics, Art
London School of Economics and Political Science 1991 — 1992
General Course
Andrea Meade's The Situs Companies Experience June 2010 - December 2011
Job Staff Accountant at First Health of the Carolinas
Industry Accounting
Experience
First Health of the Carolinas October 2013 - Present
Sandhills Center January 2012 - September 2013
The Situs Companies June 2010 - December 2011
UNC Pembroke January 2007 - June 2010
The Home Depot 1993 - 2003
Skills
Financial Accounting, Auditing, Claims Resolution, Spanish-speaking, Team-oriented, Microsoft Office, Troubleshooting, Customer Service, Networking, Microsoft Excel, Microsoft Word, PowerPoint, Quality Control, Research, Tourism, Zumba, Management, Analysis, Spreadsheets, Data Analysis, Accounting, Accounts Payable, Sales, Time Management, Budgets, Outlook
Education
University of North Carolina at Pembroke 2007 — 2009
BS, Business Administration, Management, 3.9
Sandhills Community College 2005 — 2007
Associate's degree, General Education, 3.9
First Health of the Carolinas October 2013 - Present
Sandhills Center January 2012 - September 2013
The Situs Companies June 2010 - December 2011
UNC Pembroke January 2007 - June 2010
The Home Depot 1993 - 2003
Skills
Financial Accounting, Auditing, Claims Resolution, Spanish-speaking, Team-oriented, Microsoft Office, Troubleshooting, Customer Service, Networking, Microsoft Excel, Microsoft Word, PowerPoint, Quality Control, Research, Tourism, Zumba, Management, Analysis, Spreadsheets, Data Analysis, Accounting, Accounts Payable, Sales, Time Management, Budgets, Outlook
Education
University of North Carolina at Pembroke 2007 — 2009
BS, Business Administration, Management, 3.9
Sandhills Community College 2005 — 2007
Associate's degree, General Education, 3.9
Matt Daniels's The Situs Companies Experience February 2011 - 2012
Job Production Accountant at Arena Energy
Industry Oil & Energy
Experience
Arena Energy October 2012 - Present
The Situs Companies February 2011 - 2012
Bank of New York Mellon August 2009 - October 2011
Skills
Portfolio Management, Financial Reporting, Financial Analysis, Finance, Financial Modeling, Asset Managment, Investments, Microsoft Excel, Valuation, Risk Management, Data Analysis, Analysis, Banking, Microsoft Office, Market Research, Real Estate, Equities, Loans, Cash Flow, Asset Allocation, Account Reconciliation, Cash Management, Financial Statements
Education
Texas State University 2004 — 2009
B.A., Finance
Arena Energy October 2012 - Present
The Situs Companies February 2011 - 2012
Bank of New York Mellon August 2009 - October 2011
Skills
Portfolio Management, Financial Reporting, Financial Analysis, Finance, Financial Modeling, Asset Managment, Investments, Microsoft Excel, Valuation, Risk Management, Data Analysis, Analysis, Banking, Microsoft Office, Market Research, Real Estate, Equities, Loans, Cash Flow, Asset Allocation, Account Reconciliation, Cash Management, Financial Statements
Education
Texas State University 2004 — 2009
B.A., Finance
Annemarie Burks's The Situs Companies Experience November 2008 - Present
Job Analyst at The Situs Companies
Industry Real Estate
Experience
The Situs Companies November 2008 - Present
Coastal Federal Credit Union March 2005 - October 2008
Gelco Manufacturing/Copperfield Chimney Supply August 1998 - October 2001
Pinehurst Resort and Country Club February 1992 - August 1998
Skills
Payroll, Accounts Payable, Real Estate Economics, Financial Analysis, Valuation, Microsoft SQL Server, Accounts Receivable, CMBS, Banking, Real Estate, Analysis, Finance, Cash Flow, Real Estate Financing, Commercial Real Estate, Data Analysis, Appraisals, Microsoft Excel, Leases, Risk Management, Financial Statement..., Microsoft Office, Budgets, Financial Modeling, Due Diligence, Asset Management
Education
Rutgers University 1982 — 1987
English/Music
The Situs Companies November 2008 - Present
Coastal Federal Credit Union March 2005 - October 2008
Gelco Manufacturing/Copperfield Chimney Supply August 1998 - October 2001
Pinehurst Resort and Country Club February 1992 - August 1998
Skills
Payroll, Accounts Payable, Real Estate Economics, Financial Analysis, Valuation, Microsoft SQL Server, Accounts Receivable, CMBS, Banking, Real Estate, Analysis, Finance, Cash Flow, Real Estate Financing, Commercial Real Estate, Data Analysis, Appraisals, Microsoft Excel, Leases, Risk Management, Financial Statement..., Microsoft Office, Budgets, Financial Modeling, Due Diligence, Asset Management
Education
Rutgers University 1982 — 1987
English/Music
Renee Roth's The Situs Companies Experience July 2010 - Present
Job Vice President at The Situs Companies
Industry Real Estate
Experience
The Situs Companies July 2010 - Present
Bank of America July 2008 - July 2010
Grandbridge Real Estate Capital June 2007 - June 2008
Skills
Financial Analysis, Real Estate Economics, Valuation, Due Diligence, Financial Modeling
Education
The Ohio State University Fisher College of Business 2004 — 2008
BS, Finance and Real Estate
The Situs Companies July 2010 - Present
Bank of America July 2008 - July 2010
Grandbridge Real Estate Capital June 2007 - June 2008
Skills
Financial Analysis, Real Estate Economics, Valuation, Due Diligence, Financial Modeling
Education
The Ohio State University Fisher College of Business 2004 — 2008
BS, Finance and Real Estate
Sara Rather's The Situs Companies Experience September 2006 - March 2012
Job Software Support Specialist at C&J Energy Services, Inc.
Industry Oil & Energy
Experience
C&J Energy Services, Inc. March 2012 - Present
The Situs Companies September 2006 - March 2012
Skills
Microsoft Office, Microsoft Excel, Citrix, Active Directory, Customer Service, SharePoint, Banking, Project Management, Outlook, PowerPoint, Troubleshooting
Education
The University of Texas at Austin 1991 — 1996
BA, Spanish
C&J Energy Services, Inc. March 2012 - Present
The Situs Companies September 2006 - March 2012
Skills
Microsoft Office, Microsoft Excel, Citrix, Active Directory, Customer Service, SharePoint, Banking, Project Management, Outlook, PowerPoint, Troubleshooting
Education
The University of Texas at Austin 1991 — 1996
BA, Spanish
Michelle Goldsmith's The Situs Companies Experience November 2000 - September 2004
Job Senior Credit Examiner
Industry Banking
Experience
Zions Bancorporation May 2010 - Present
North Houston Bank October 2004 - April 2010
The Situs Companies November 2000 - September 2004
GE Capital November 1997 - August 2000
Bank of North America 1994 - 1996
Barnett Bank 1991 - 1993
Barnett Bank 1991 - 1993
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Financial Analysis, PowerPoint, Risk Management, Sales, Banking
Education
University of Florida
Bachelor's of Science, Business Administration and Management, General
University of Florida - Warrington College of Business Administration
Bachelor of Science (B.S.), Business Management
Zions Bancorporation May 2010 - Present
North Houston Bank October 2004 - April 2010
The Situs Companies November 2000 - September 2004
GE Capital November 1997 - August 2000
Bank of North America 1994 - 1996
Barnett Bank 1991 - 1993
Barnett Bank 1991 - 1993
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Financial Analysis, PowerPoint, Risk Management, Sales, Banking
Education
University of Florida
Bachelor's of Science, Business Administration and Management, General
University of Florida - Warrington College of Business Administration
Bachelor of Science (B.S.), Business Management
Barbara Grauke's The Situs Companies Experience May 2010 - December 2011
Job Oil & Energy Professional
Industry Oil & Energy
Experience
The Situs Companies May 2010 - December 2011
BTB Refining July 2004 - March 2010
trigeant 2004 - 2010
Shell Trading January 2001 - May 2004
Pennzoil Company 1990 - 2000
Skills
Microsoft Office, QuickBooks, Peachtree
Education
Alvin Community College
General Studies, Accounting, 3.9
The Situs Companies May 2010 - December 2011
BTB Refining July 2004 - March 2010
trigeant 2004 - 2010
Shell Trading January 2001 - May 2004
Pennzoil Company 1990 - 2000
Skills
Microsoft Office, QuickBooks, Peachtree
Education
Alvin Community College
General Studies, Accounting, 3.9
A.T. Wolf's The Situs Companies Experience 2008 - 2010
Job President, mtg Capital, LLC
Industry Real Estate
Experience
mtg Capital, LLC 2001 - Present
The Situs Companies 2008 - 2010
Reliant Energy 2006 - 2010
JP Morgan Mortgage Capital 1998 - 2001
GE Capital 1996 - 1999
Equity Residential 1994 - 1996
Skills
Real Estate, Due Diligence, Asset Managment, Valuation, Property Management, Loans, Commercial Real Estate, Disposition, Negotiation, Residential Homes, Acquisitions
Education
The Evergreen State College 1981 — 1983
BA, Business Management
mtg Capital, LLC 2001 - Present
The Situs Companies 2008 - 2010
Reliant Energy 2006 - 2010
JP Morgan Mortgage Capital 1998 - 2001
GE Capital 1996 - 1999
Equity Residential 1994 - 1996
Skills
Real Estate, Due Diligence, Asset Managment, Valuation, Property Management, Loans, Commercial Real Estate, Disposition, Negotiation, Residential Homes, Acquisitions
Education
The Evergreen State College 1981 — 1983
BA, Business Management
Aspen Rapp's The Situs Companies Experience September 2011 - March 2013
Job Associate at NewQuest Properties
Industry Commercial Real Estate
Experience
NewQuest Properties November 2014 - Present
Situs March 2014 - November 2014
Situs March 2013 - March 2014
The Situs Companies September 2011 - March 2013
Capital Commercial Investments May 2010 - July 2010
Skills
Real Estate, Marketing, Commercial Real Estate, Self-starter, Highly personable, Time Management, Legal Issues, Communication, Legal Documents, Microsoft Office, Outlook, Financial Analysis, Real Estate Economics, CMBS, PowerPoint
Education
Colorado State University 2007 — 2011
Bachelor of Science in Business Administration, Real Estate and Marketing Concentrations
NewQuest Properties November 2014 - Present
Situs March 2014 - November 2014
Situs March 2013 - March 2014
The Situs Companies September 2011 - March 2013
Capital Commercial Investments May 2010 - July 2010
Skills
Real Estate, Marketing, Commercial Real Estate, Self-starter, Highly personable, Time Management, Legal Issues, Communication, Legal Documents, Microsoft Office, Outlook, Financial Analysis, Real Estate Economics, CMBS, PowerPoint
Education
Colorado State University 2007 — 2011
Bachelor of Science in Business Administration, Real Estate and Marketing Concentrations
Sunil Vejandla's The Situs Companies Experience 2011 - 2012
Job SAP BOBI Architect/Developer
Industry Information Technology and Services
Experience
Verint June 2015 - Present
ProMorphics April 2012 - July 2015
The Situs Companies 2011 - 2012
Skills
Business Objects, SAP, Dashboard, SAP ERP, Data Services, SAP BI, SAP BW, Web Intelligence, Business Intelligence, Oracle, SAP Implementation, SAP Business Objects, SAP HANA, SAP Business Objects..., Dashboard Design, SAP Business Objects..., SAP Visual Intelligence, SAP BO Data Services, JavaScript, HTML5, CSS, Crystal Reports, Microsoft SQL Server, SQL, PL/SQL
Education
Goldey-Beacom College 2013 — 2015
Master of Business Administration (M.B.A.)
University of Minnesota-Duluth 2008 — 2010
Master of Science (MS), Computer Science
RVR & JC College of Engineering 2004 — 2008
Bachelor of Technology (BTech), Information Technology
Verint June 2015 - Present
ProMorphics April 2012 - July 2015
The Situs Companies 2011 - 2012
Skills
Business Objects, SAP, Dashboard, SAP ERP, Data Services, SAP BI, SAP BW, Web Intelligence, Business Intelligence, Oracle, SAP Implementation, SAP Business Objects, SAP HANA, SAP Business Objects..., Dashboard Design, SAP Business Objects..., SAP Visual Intelligence, SAP BO Data Services, JavaScript, HTML5, CSS, Crystal Reports, Microsoft SQL Server, SQL, PL/SQL
Education
Goldey-Beacom College 2013 — 2015
Master of Business Administration (M.B.A.)
University of Minnesota-Duluth 2008 — 2010
Master of Science (MS), Computer Science
RVR & JC College of Engineering 2004 — 2008
Bachelor of Technology (BTech), Information Technology
Nathan Kerr's The Situs Companies Experience September 2009 - January 2011
Job Senior Vice President / SBA Manager at Icon Bank of Texas, N.A.
Industry Banking
Experience
Icon Bank of Texas, N.A. July 2013 - Present
Wells Fargo SBA Lending January 2011 - July 2013
The Situs Companies September 2009 - January 2011
UPS Capital September 2007 - October 2008
First Heritage Capital May 2006 - September 2007
The Situs Companies August 2001 - August 2005
Education
Sam Houston State University 1998 — 2001
BBA, Finance / General Business
Icon Bank of Texas, N.A. July 2013 - Present
Wells Fargo SBA Lending January 2011 - July 2013
The Situs Companies September 2009 - January 2011
UPS Capital September 2007 - October 2008
First Heritage Capital May 2006 - September 2007
The Situs Companies August 2001 - August 2005
Education
Sam Houston State University 1998 — 2001
BBA, Finance / General Business
Jay Jablonski's The Situs Companies Experience Real Estate Consulting ManagerErnst & Young1991 - 1996
Job Vice President Asset Management at The Situs Companies
Industry Real Estate
Experience
Apollo Global Management LLC September 2012 - Present
The Situs Companies Real Estate Consulting ManagerErnst & Young1991 - 1996
Halcyon Real Estate Advisors 1989 - 1991
KPMG 1987 - 1989
Skills
Asset Management, Real Estate, Real Estate Finance, Financial Modeling, Foreclosures, Due Diligence, Portfolio Management, Loans, Workout, Real Estate Investment
Education
Bryant University 1983 — 1987
BS, Accounting
Apollo Global Management LLC September 2012 - Present
The Situs Companies Real Estate Consulting ManagerErnst & Young1991 - 1996
Halcyon Real Estate Advisors 1989 - 1991
KPMG 1987 - 1989
Skills
Asset Management, Real Estate, Real Estate Finance, Financial Modeling, Foreclosures, Due Diligence, Portfolio Management, Loans, Workout, Real Estate Investment
Education
Bryant University 1983 — 1987
BS, Accounting
Bill McCown's The Situs Companies Experience September 2005 - January 2012
Job Director of Information Technology at C & J Energy Services, Inc.
Industry Oil & Energy
Experience
C & J Energy Services, Inc. January 2012 - Present
The Situs Companies September 2005 - January 2012
Mcomas Solutions January 2004 - September 2005
Locke, Liddell & Sapp L.L.P January 2003 - January 2004
Fleming & Associates LLP November 1997 - January 2003
Computize, Inc March 1995 - November 1997
Kent Electronics July 1994 - March 1995
Skills
Disaster Recovery, Data Center, SharePoint, Citrix, Business Continuity, Contract Negotiation, Virtualization, Business Intelligence, Project Management, Active Directory, Cisco Technologies, Cloud Computing, IT Strategy, Information Security..., ITGC, GLBA, SOX Compliancy, Business Alignment, M&A experience, Microsoft Technologies, Department Start-up, Department..., Staff Development, Technical Staff..., Budget Process, Business Expansion, Riverbed, VMware, Enterprise Software, Policy, Procedure Development, Security, Management, Consulting, Microsoft Exchange, Servers, Information Technology, Project Planning, Windows Server, System Administration, IT Management, Vendor Management, Information Security, Leadership, Integration, Business Analysis, Strategic Planning, Program Management, SaaS, Business Process...
Education
CIO Institute
McCombs School of Business - UT
Capella University 1998 — 2001
MS, Information Technology Management
University of Houston 1988 — 1994
BA, Communications
C & J Energy Services, Inc. January 2012 - Present
The Situs Companies September 2005 - January 2012
Mcomas Solutions January 2004 - September 2005
Locke, Liddell & Sapp L.L.P January 2003 - January 2004
Fleming & Associates LLP November 1997 - January 2003
Computize, Inc March 1995 - November 1997
Kent Electronics July 1994 - March 1995
Skills
Disaster Recovery, Data Center, SharePoint, Citrix, Business Continuity, Contract Negotiation, Virtualization, Business Intelligence, Project Management, Active Directory, Cisco Technologies, Cloud Computing, IT Strategy, Information Security..., ITGC, GLBA, SOX Compliancy, Business Alignment, M&A experience, Microsoft Technologies, Department Start-up, Department..., Staff Development, Technical Staff..., Budget Process, Business Expansion, Riverbed, VMware, Enterprise Software, Policy, Procedure Development, Security, Management, Consulting, Microsoft Exchange, Servers, Information Technology, Project Planning, Windows Server, System Administration, IT Management, Vendor Management, Information Security, Leadership, Integration, Business Analysis, Strategic Planning, Program Management, SaaS, Business Process...
Education
CIO Institute
McCombs School of Business - UT
Capella University 1998 — 2001
MS, Information Technology Management
University of Houston 1988 — 1994
BA, Communications
Oswald Vinueza's The Situs Companies Experience February 2009 - June 2009
Job
Industry Real Estate
Experience
Commission Express of Houston January 2012 - Present
Self Employed Translator June 2009 - Present
The Situs Companies February 2009 - June 2009
The Situs Companies June 2006 - December 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Outlook, English, Photoshop, Windows, HTML, Public Speaking, Editing, Strategic Planning, Spanish
Education
University of Houston
Bachelor's degree, Spanish; Political Science
Commission Express of Houston January 2012 - Present
Self Employed Translator June 2009 - Present
The Situs Companies February 2009 - June 2009
The Situs Companies June 2006 - December 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Outlook, English, Photoshop, Windows, HTML, Public Speaking, Editing, Strategic Planning, Spanish
Education
University of Houston
Bachelor's degree, Spanish; Political Science
Deina Arteaga's The Situs Companies Experience February 2006 - Present
Job CFO at The Situs Companies
Industry Real Estate
Experience
The Situs Companies February 2006 - Present
New Orleans Hornets January 2003 - February 2006
Total Petrofina / Sigma Coating USA October 1991 - January 2003
Skills
Financial Reporting, Due Diligence, Accounting, Mergers, Strategic Planning, Financial Modeling, Valuation, Portfolio Management, Loans, Risk Management, Banking, Private Equity, Restructuring, Real Estate Economics, Real Estate, Credit, Asset Management, Investments, Change Management, Mergers & Acquisitions, Financial Analysis
Education
Loyola University New Orleans 1997 — 2001
Bachelor of Science (BS), Accounting
The Situs Companies February 2006 - Present
New Orleans Hornets January 2003 - February 2006
Total Petrofina / Sigma Coating USA October 1991 - January 2003
Skills
Financial Reporting, Due Diligence, Accounting, Mergers, Strategic Planning, Financial Modeling, Valuation, Portfolio Management, Loans, Risk Management, Banking, Private Equity, Restructuring, Real Estate Economics, Real Estate, Credit, Asset Management, Investments, Change Management, Mergers & Acquisitions, Financial Analysis
Education
Loyola University New Orleans 1997 — 2001
Bachelor of Science (BS), Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY