The Townsend Group
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The Townsend Group Employees
Employee
Years
Job
Industry
Cindy Hansen O'Keeffe Cindy Hansen O'Keeffe's The Townsend Group Experience 1989 - 1992
Job Marketing Consultant
Industry Marketing and Advertising
Experience
Williams-Sonoma, Inc. June 1999 - August 2003
Sunset Magazine July 1995 - June 1999
San Francisco Business Times 1992 - 1995
The Townsend Group 1989 - 1992
Skills
Marketing, Communication, Fundraising, Multi-channel Marketing, Email Marketing, Management, Marketing Strategy, Strategy, Social Media Marketing, Account Management, Hiring, Leadership, Strategic Planning, Direct Marketing, Brand Management, Budgeting, Vendor Management, Competitive Analysis
Education
University of Colorado at Boulder 1985 — 1989
Bachelor of Arts (B.A.), Political Science and Government
Darien High School, Darien Ct 1981 — 1985
Williams-Sonoma, Inc. June 1999 - August 2003
Sunset Magazine July 1995 - June 1999
San Francisco Business Times 1992 - 1995
The Townsend Group 1989 - 1992
Skills
Marketing, Communication, Fundraising, Multi-channel Marketing, Email Marketing, Management, Marketing Strategy, Strategy, Social Media Marketing, Account Management, Hiring, Leadership, Strategic Planning, Direct Marketing, Brand Management, Budgeting, Vendor Management, Competitive Analysis
Education
University of Colorado at Boulder 1985 — 1989
Bachelor of Arts (B.A.), Political Science and Government
Darien High School, Darien Ct 1981 — 1985
Jeff Deal Jeff Deal's The Townsend Group Experience September 2012 - Present
Job Investment Analyst at The Townsend Group
Industry Venture Capital & Private Equity
Experience
The Townsend Group September 2012 - Present
Wells Fargo Advisors May 2011 - September 2012
Skills
FINRA Series 7 & 66..., Financial Modeling, Financial Analysis, Valuation, Asset Management, Series 7, Series 63, Bloomberg, Corporate Finance, Microsoft Excel, Due Diligence, Accounting, Finance, PowerPoint, Private Equity, Microsoft Office, Financial Reporting, Microsoft Word, Economics, Access, Market Research, Alternative Investments, Investments, Portfolio Management, Securities, Wealth Management
Education
John Carroll University 2007 — 2011
Bachelor of Science in Business Administration, Finance
CFA Institute
The Townsend Group September 2012 - Present
Wells Fargo Advisors May 2011 - September 2012
Skills
FINRA Series 7 & 66..., Financial Modeling, Financial Analysis, Valuation, Asset Management, Series 7, Series 63, Bloomberg, Corporate Finance, Microsoft Excel, Due Diligence, Accounting, Finance, PowerPoint, Private Equity, Microsoft Office, Financial Reporting, Microsoft Word, Economics, Access, Market Research, Alternative Investments, Investments, Portfolio Management, Securities, Wealth Management
Education
John Carroll University 2007 — 2011
Bachelor of Science in Business Administration, Finance
CFA Institute
John V. Hackett, CFA John V. Hackett, CFA's The Townsend Group Experience August 2013 - Present
Job Principal at The Townsend Group
Industry Investment Management
Experience
The Townsend Group August 2013 - Present
Calamos Investments February 2011 - February 2013
Nuveen Investments May 2006 - March 2011
Merrill Lynch February 2005 - March 2006
Strong Capital Management August 2001 - November 2004
Web Street February 1999 - March 2001
Aztec Technology Partners January 1998 - March 1999
Ardis Company (A Motorola Company) November 1992 - December 1997
Andersen Consulting June 1987 - November 1992
Skills
Leadership, Strategy Development, Product Management, Marketing, Asset Management, Alternative Investments
Education
The University of Chicago - Booth School of Business 1989 — 1991
M.B.A., Finance and Policy Studies
Purdue University 1983 — 1987
B.S., Mathematics
Purdue University - Krannert School of Management 1983 — 1987
B.S.I.M., Industrial Management
Benet Academy
The Townsend Group August 2013 - Present
Calamos Investments February 2011 - February 2013
Nuveen Investments May 2006 - March 2011
Merrill Lynch February 2005 - March 2006
Strong Capital Management August 2001 - November 2004
Web Street February 1999 - March 2001
Aztec Technology Partners January 1998 - March 1999
Ardis Company (A Motorola Company) November 1992 - December 1997
Andersen Consulting June 1987 - November 1992
Skills
Leadership, Strategy Development, Product Management, Marketing, Asset Management, Alternative Investments
Education
The University of Chicago - Booth School of Business 1989 — 1991
M.B.A., Finance and Policy Studies
Purdue University 1983 — 1987
B.S., Mathematics
Purdue University - Krannert School of Management 1983 — 1987
B.S.I.M., Industrial Management
Benet Academy
Jake Kastan's The Townsend Group Experience December 2012 - Present
Job The Townsend Group Paul Ryan's Prosperity Action PAC
Industry Political Organization
Experience
The Townsend Group December 2012 - Present
Romney for President June 2012 - November 2012
Romney for President April 2011 - June 2012
Free and Strong America PAC June 2010 - April 2011
J.W. Lopes January 2010 - May 2010
Kraft Sports Group June 2009 - January 2010
Skills
Sales, Political Consulting, Grassroots Organizing, Political Communication, Legislative Relations, Coalitions, Policy Analysis, Public Affairs, Legislative Research, Legislation, Government, Speech Writing
Education
Georgetown University - The McDonough School of Business 2013 — 2016
Tufts University 2007 — 2011
Bachelor of Arts (B.A.), Political Science
The Townsend Group December 2012 - Present
Romney for President June 2012 - November 2012
Romney for President April 2011 - June 2012
Free and Strong America PAC June 2010 - April 2011
J.W. Lopes January 2010 - May 2010
Kraft Sports Group June 2009 - January 2010
Skills
Sales, Political Consulting, Grassroots Organizing, Political Communication, Legislative Relations, Coalitions, Policy Analysis, Public Affairs, Legislative Research, Legislation, Government, Speech Writing
Education
Georgetown University - The McDonough School of Business 2013 — 2016
Tufts University 2007 — 2011
Bachelor of Arts (B.A.), Political Science
Evan Rudy, CFA's The Townsend Group Experience June 2006 - June 2007
Job Vice President at RREEF Securities
Industry Financial Services
Experience
RREEF February 2013 - Present
RREEF February 2010 - February 2013
RREEF July 2007 - February 2010
The Townsend Group June 2006 - June 2007
Skills
Portfolio Management, Performance Attribution, Excel VBA, FactSet, Bloomberg, Asset Management, Alternative Investments, Real Estate, Financial Modeling, Infrastructure, REIT
Education
Miami University 2002 — 2006
Bachelor of Science (B.S.), Finance
CFA Charterholder
RREEF February 2013 - Present
RREEF February 2010 - February 2013
RREEF July 2007 - February 2010
The Townsend Group June 2006 - June 2007
Skills
Portfolio Management, Performance Attribution, Excel VBA, FactSet, Bloomberg, Asset Management, Alternative Investments, Real Estate, Financial Modeling, Infrastructure, REIT
Education
Miami University 2002 — 2006
Bachelor of Science (B.S.), Finance
CFA Charterholder
Joshua Hone Joshua Hone's The Townsend Group Experience September 2013 - September 2014
Job Director of Business Development at Quorum Analytics Inc.
Industry Higher Education
Experience
Quorum Analytics Inc. August 2014 - Present
GWU College Republicans April 2014 - February 2015
Washington Circle Business Association July 2014 - January 2015
The Townsend Group September 2013 - September 2014
Ekern & Company February 2013 - August 2013
Campaign for a Presidential Youth Council July 2012 - August 2013
Boy Scouts of America April 2010 - April 2013
Wilson for Senate July 2012 - November 2012
Romney for President June 2012 - November 2012
CSI Aviation Services, Inc. June 2012 - July 2012
Skills
Political Campaigns, Public Speaking, Research, Constituent Services, Social Media, Fundraising, Coalition Development, Customer Service, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Budgets, Event Management, Leadership, Project Planning, Training
Education
The George Washington University 2013 — 2017
Political Science and Government & Computer Science
The University of New Mexico 2011 — 2012
NA, Dual Credit
Quorum Analytics Inc. August 2014 - Present
GWU College Republicans April 2014 - February 2015
Washington Circle Business Association July 2014 - January 2015
The Townsend Group September 2013 - September 2014
Ekern & Company February 2013 - August 2013
Campaign for a Presidential Youth Council July 2012 - August 2013
Boy Scouts of America April 2010 - April 2013
Wilson for Senate July 2012 - November 2012
Romney for President June 2012 - November 2012
CSI Aviation Services, Inc. June 2012 - July 2012
Skills
Political Campaigns, Public Speaking, Research, Constituent Services, Social Media, Fundraising, Coalition Development, Customer Service, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Budgets, Event Management, Leadership, Project Planning, Training
Education
The George Washington University 2013 — 2017
Political Science and Government & Computer Science
The University of New Mexico 2011 — 2012
NA, Dual Credit
Heather (Heather Fernstrom) Border Heather (Heather Fernstrom) Border's The Townsend Group Experience March 2008 - July 2011
Job Managing Director, Investor Relations at National Real Estate Advisors
Industry Real Estate
Experience
National Real Estate Advisors October 2013 - Present
Hunt Companies July 2011 - October 2013
The Townsend Group March 2008 - July 2011
Bancshares of Florida Inc, January 2005 - February 2007
LarsonAllen, LLC, January 2004 - January 2005
Skills
Business Development, Strategic Planning, Investor Relations, Benchmarking Analysis, Performance Measurement, Real Estate Investment..., Relationship Developer, Benchmarking, Valuation, Commercial Real Estate, Real Estate Development, Investment Properties, Real Estate, Mergers, Mergers & Acquisitions
Education
University of Denver - Daniels College of Business 2006 — 2008
MSF/ MSRECM, Finance, Real Estate
Western State College 2002 — 2004
Bacelor of science in Business Administration, Accounting
National Real Estate Advisors October 2013 - Present
Hunt Companies July 2011 - October 2013
The Townsend Group March 2008 - July 2011
Bancshares of Florida Inc, January 2005 - February 2007
LarsonAllen, LLC, January 2004 - January 2005
Skills
Business Development, Strategic Planning, Investor Relations, Benchmarking Analysis, Performance Measurement, Real Estate Investment..., Relationship Developer, Benchmarking, Valuation, Commercial Real Estate, Real Estate Development, Investment Properties, Real Estate, Mergers, Mergers & Acquisitions
Education
University of Denver - Daniels College of Business 2006 — 2008
MSF/ MSRECM, Finance, Real Estate
Western State College 2002 — 2004
Bacelor of science in Business Administration, Accounting
Anaita Katrak Anaita Katrak's The Townsend Group Experience August 2009 - December 2009
Job Sales Supervisor at Michael Kors
Industry Marketing and Advertising
Experience
Michael Kors November 2014 - Present
Hollister Co. August 2014 - November 2014
Abercrombie & Fitch March 2014 - August 2014
Abercrombie & Fitch September 2013 - March 2014
Abercrombie & Fitch July 2013 - September 2013
Alpha Chi Omega Fraternity: Beta Rho Chapter January 2012 - January 2013
The Townsend Group August 2009 - December 2009
Skills
Social Media, Microblogging, Microsoft Office, Mac OS X, iLife, Communication Skills, Studio Art, OS X, Research, Teamwork, Microsoft Excel, Analysis, Advertising, Public Relations, Marketing
Education
American University 2009 — 2013
Bachelor of Science, Business Administration: Marketing
Università degli Studi di Roma Tre 2012 — 2012
International Business and Marketing
New Albany High School 2007 — 2009
High School Diploma
Edgemont High School 2004 — 2007
Michael Kors November 2014 - Present
Hollister Co. August 2014 - November 2014
Abercrombie & Fitch March 2014 - August 2014
Abercrombie & Fitch September 2013 - March 2014
Abercrombie & Fitch July 2013 - September 2013
Alpha Chi Omega Fraternity: Beta Rho Chapter January 2012 - January 2013
The Townsend Group August 2009 - December 2009
Skills
Social Media, Microblogging, Microsoft Office, Mac OS X, iLife, Communication Skills, Studio Art, OS X, Research, Teamwork, Microsoft Excel, Analysis, Advertising, Public Relations, Marketing
Education
American University 2009 — 2013
Bachelor of Science, Business Administration: Marketing
Università degli Studi di Roma Tre 2012 — 2012
International Business and Marketing
New Albany High School 2007 — 2009
High School Diploma
Edgemont High School 2004 — 2007
John Schaefer John Schaefer's The Townsend Group Experience 2010 - Present
Job Principal, Portfolio Manager at The Townsend Group
Industry Real Estate
Experience
The Townsend Group 2010 - Present
Skills
Real Estate Private..., Investment Management, Portfolio Management, Investments, Due Diligence, Real Estate, Investment Properties, Investment Strategies, Underwriting, Commercial Real Estate, Asset Management, Valuation, Alternative Investments, Financial Modeling, Property, Capital Markets
Education
Columbia Business School
Master of Business Administration (MBA)
UC Berkeley
Bachelor of Science (BS)
The Townsend Group 2010 - Present
Skills
Real Estate Private..., Investment Management, Portfolio Management, Investments, Due Diligence, Real Estate, Investment Properties, Investment Strategies, Underwriting, Commercial Real Estate, Asset Management, Valuation, Alternative Investments, Financial Modeling, Property, Capital Markets
Education
Columbia Business School
Master of Business Administration (MBA)
UC Berkeley
Bachelor of Science (BS)
Felix Fels's The Townsend Group Experience August 2015 - Present
Job Investment Analyst at The Townsend Group
Industry Investment Management
Experience
The Townsend Group August 2015 - Present
IDS Real Estate Group October 2014 - May 2015
Charles R. Blyth Fund April 2013 - April 2015
DineEquity, Inc. June 2014 - August 2014
Deutsche Bank June 2013 - August 2013
TASS Wertpapierhandelsbank GmbH December 2012 - January 2013
Skills
Econometrics, Data Analysis, Microsoft Office, Eviews, Economics, MicroStrategy, APT, Event Planning, Microsoft Excel, Research, Investments
Education
Occidental College 2011 — 2015
Bachelor of Arts (B.A.), Economics, Magna Cum Laude
Main-Taunus-Schule
High School
The Townsend Group August 2015 - Present
IDS Real Estate Group October 2014 - May 2015
Charles R. Blyth Fund April 2013 - April 2015
DineEquity, Inc. June 2014 - August 2014
Deutsche Bank June 2013 - August 2013
TASS Wertpapierhandelsbank GmbH December 2012 - January 2013
Skills
Econometrics, Data Analysis, Microsoft Office, Eviews, Economics, MicroStrategy, APT, Event Planning, Microsoft Excel, Research, Investments
Education
Occidental College 2011 — 2015
Bachelor of Arts (B.A.), Economics, Magna Cum Laude
Main-Taunus-Schule
High School
Doug Gurr Doug Gurr's The Townsend Group Experience February 2014 - Present
Job Investment Analyst at The Townsend Group
Industry Research
Experience
The Townsend Group February 2014 - Present
Cleveland Research Company May 2013 - August 2013
JPMorgan Chase June 2012 - August 2012
Great American Insurance June 2011 - August 2011
Skills
Management, Risk Management, Finance, Market Research, Research, Financial Modeling, Public Speaking, Financial Analysis, Forecasting, Competitive Analysis, Investments, Economics, Portfolio Management
Education
2016 Level III Candidate in the CFA Program
Miami University 2009 — 2013
Finance
Shanghai University of Finance and Economics 2012 — 2012
Chinese Studies
The Townsend Group February 2014 - Present
Cleveland Research Company May 2013 - August 2013
JPMorgan Chase June 2012 - August 2012
Great American Insurance June 2011 - August 2011
Skills
Management, Risk Management, Finance, Market Research, Research, Financial Modeling, Public Speaking, Financial Analysis, Forecasting, Competitive Analysis, Investments, Economics, Portfolio Management
Education
2016 Level III Candidate in the CFA Program
Miami University 2009 — 2013
Finance
Shanghai University of Finance and Economics 2012 — 2012
Chinese Studies
Ed Johnson Ed Johnson's The Townsend Group Experience September 2009 - April 2011
Job Director at Dividend Capital Diversified Property Fund
Industry Real Estate
Experience
Dividend Capital Diversified Property Fund April 2011 - Present
The Townsend Group September 2009 - April 2011
NAI Utah Commercial Real Estate May 2004 - August 2009
Skills
Acquisitions, Asset Management, Valuation, Real Estate, Investment Properties, Disposition, Reporting & Analysis, Argus Modeling, Real Estate Private..., Investments, Financial Modeling, Mergers & Acquisitions
Education
University of Denver - Daniels College of Business
BSBA, Finance and Real Estate
Dividend Capital Diversified Property Fund April 2011 - Present
The Townsend Group September 2009 - April 2011
NAI Utah Commercial Real Estate May 2004 - August 2009
Skills
Acquisitions, Asset Management, Valuation, Real Estate, Investment Properties, Disposition, Reporting & Analysis, Argus Modeling, Real Estate Private..., Investments, Financial Modeling, Mergers & Acquisitions
Education
University of Denver - Daniels College of Business
BSBA, Finance and Real Estate
Conrad Bockhop Conrad Bockhop's The Townsend Group Experience July 2013 - May 2015
Job Investment Analyst at Kilroy Realty
Industry Investment Management
Experience
Kilroy Realty Corporation May 2015 - Present
The Townsend Group July 2013 - May 2015
Oregon State Investment Group May 2012 - June 2013
Oregon State Investment Group October 2011 - June 2013
Wade Westhoff and Company, LLC June 2012 - September 2012
Skills
Accounting, Investments, Valuation, Equities, Portfolio Management, Time Management, Financial Analysis, Research, Leadership, Management, Finance, Budgets, Equity Research, Fixed Income
Education
Oregon State University 2008 — 2013
Accounting and Finance
Milpitas High School 2004 — 2008
Kilroy Realty Corporation May 2015 - Present
The Townsend Group July 2013 - May 2015
Oregon State Investment Group May 2012 - June 2013
Oregon State Investment Group October 2011 - June 2013
Wade Westhoff and Company, LLC June 2012 - September 2012
Skills
Accounting, Investments, Valuation, Equities, Portfolio Management, Time Management, Financial Analysis, Research, Leadership, Management, Finance, Budgets, Equity Research, Fixed Income
Education
Oregon State University 2008 — 2013
Accounting and Finance
Milpitas High School 2004 — 2008
Mate Zuzic Mate Zuzic's The Townsend Group Experience June 2014 - Present
Job Associate at The Townsend Group
Industry Banking
Experience
The Townsend Group June 2014 - Present
KeyBanc Capital Markets March 2013 - June 2014
KeyBanc Capital Markets September 2012 - March 2013
KeyBanc Capital Markets July 2011 - August 2012
Fulbright Fellowship August 2010 - May 2011
Intesa Sanpaolo (Privredna Banka Zagreb) March 2011 - April 2011
Skills
Mergers & Acquisitions, Financial Modeling, Corporate Finance, Capital Markets, Economics, Performing Arts, Slavic languages, Due Diligence, Medieval History, Investment Banking, Finance, Analysis, Competitive Analysis
Education
The University of Akron 2006 — 2010
Bachelor of Arts, Economics
Zagreb School of Economics and Management 2008 — 2009
Study Abroad, International Business Studies and Coursework
The Townsend Group June 2014 - Present
KeyBanc Capital Markets March 2013 - June 2014
KeyBanc Capital Markets September 2012 - March 2013
KeyBanc Capital Markets July 2011 - August 2012
Fulbright Fellowship August 2010 - May 2011
Intesa Sanpaolo (Privredna Banka Zagreb) March 2011 - April 2011
Skills
Mergers & Acquisitions, Financial Modeling, Corporate Finance, Capital Markets, Economics, Performing Arts, Slavic languages, Due Diligence, Medieval History, Investment Banking, Finance, Analysis, Competitive Analysis
Education
The University of Akron 2006 — 2010
Bachelor of Arts, Economics
Zagreb School of Economics and Management 2008 — 2009
Study Abroad, International Business Studies and Coursework
Ron Weihrauch Ron Weihrauch's The Townsend Group Experience January 2009 - Present
Job General Counsel at The Townsend Group
Industry Financial Services
Experience
The Townsend Group January 2009 - Present
National City Bank October 2004 - January 2009
Ohio National Financial Services November 2003 - October 2004
Skills
Investments, Private Equity, Securities Regulation, Corporate Law, Mutual Funds, Investment Company Act, Real Estate, Asset Managment, Due Diligence, Investment Advisers Act, Real Estate Private..., General Corporate..., Securities, Board Relations, Alternative Investments, Hedge Funds, Investment Advisory, Investment Management
Education
Case Western Reserve University School of Law 1999 — 2002
Juris Doctor
Bowling Green State University 1995 — 1999
Bachelor of Arts (B.A.)
The Townsend Group January 2009 - Present
National City Bank October 2004 - January 2009
Ohio National Financial Services November 2003 - October 2004
Skills
Investments, Private Equity, Securities Regulation, Corporate Law, Mutual Funds, Investment Company Act, Real Estate, Asset Managment, Due Diligence, Investment Advisers Act, Real Estate Private..., General Corporate..., Securities, Board Relations, Alternative Investments, Hedge Funds, Investment Advisory, Investment Management
Education
Case Western Reserve University School of Law 1999 — 2002
Juris Doctor
Bowling Green State University 1995 — 1999
Bachelor of Arts (B.A.)
Kurt Edwards, CIPM Kurt Edwards, CIPM's The Townsend Group Experience September 2008 - May 2012
Job Research Analyst at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management June 2012 - Present
The Townsend Group September 2008 - May 2012
Wilson HTM October 2007 - June 2008
QUT Economics Finance Society June 2007 - June 2008
Queensland Chamber Of commerce and industry 2006 - 2006
Skills
Investments, Mutual Funds, Due Diligence, Valuation, Portfolio Management, Financial Modeling, Alternative Investments, Financial Markets, Real Estate, Economics, Asset Management, Strategy, Investment Management, Investment Strategies
Education
The University of Connecticut School of Business 2015 — 2017
Master of Business Administration (MBA) Candidate, Concentration in Real Estate
Queensland University of Technology 2006 — 2008
Bachelor, Banking & Finance, International Business
UBS Global Asset Management June 2012 - Present
The Townsend Group September 2008 - May 2012
Wilson HTM October 2007 - June 2008
QUT Economics Finance Society June 2007 - June 2008
Queensland Chamber Of commerce and industry 2006 - 2006
Skills
Investments, Mutual Funds, Due Diligence, Valuation, Portfolio Management, Financial Modeling, Alternative Investments, Financial Markets, Real Estate, Economics, Asset Management, Strategy, Investment Management, Investment Strategies
Education
The University of Connecticut School of Business 2015 — 2017
Master of Business Administration (MBA) Candidate, Concentration in Real Estate
Queensland University of Technology 2006 — 2008
Bachelor, Banking & Finance, International Business
Clark Seiling Clark Seiling's The Townsend Group Experience June 2014 - Present
Job Associate at The Townsend Group
Industry Venture Capital & Private Equity
Experience
The Townsend Group June 2014 - Present
Desco Capital January 2013 - February 2014
Skills
Legal Research
Education
The Ohio State University - The Max M. Fisher College of Business 2012 — 2014
MBA
The Ohio State University Moritz College of Law 2010 — 2014
Juris Doctor, Law
The Ohio State University 2006 — 2010
B.S., Economics
The Ohio State University 2006 — 2010
B.A., Philosophy
The Townsend Group June 2014 - Present
Desco Capital January 2013 - February 2014
Skills
Legal Research
Education
The Ohio State University - The Max M. Fisher College of Business 2012 — 2014
MBA
The Ohio State University Moritz College of Law 2010 — 2014
Juris Doctor, Law
The Ohio State University 2006 — 2010
B.S., Economics
The Ohio State University 2006 — 2010
B.A., Philosophy
John Dingle John Dingle's The Townsend Group Experience September 2011 - January 2015
Job Senior Analyst, Brokerage Support at JLL
Industry Real Estate
Experience
JLL February 2015 - Present
The Townsend Group September 2011 - January 2015
D.B. Root & Company June 2008 - September 2011
Education
The Ohio State University 2004 — 2008
B.A., Finance
JLL February 2015 - Present
The Townsend Group September 2011 - January 2015
D.B. Root & Company June 2008 - September 2011
Education
The Ohio State University 2004 — 2008
B.A., Finance
Disheng Lin Disheng Lin's The Townsend Group Experience July 2012 - Present
Job The Townsend Group Real Estate Private Equity
Industry Real Estate
Experience
The Townsend Group July 2012 - Present
Baring Private Equity Asia December 2011 - January 2012
Caribbean Property Group June 2011 - September 2011
Swire Properties September 2007 - August 2010
Education
Cornell University 2010 — 2012
Master, Real Estate
Tongji University 2003 — 2007
Bachelor, Building Environment and Facilities Engineering
The Hong Kong Polytechnic University 2006 — 2006
Exchange Study, Faculty of Construction and Land Use
The Townsend Group July 2012 - Present
Baring Private Equity Asia December 2011 - January 2012
Caribbean Property Group June 2011 - September 2011
Swire Properties September 2007 - August 2010
Education
Cornell University 2010 — 2012
Master, Real Estate
Tongji University 2003 — 2007
Bachelor, Building Environment and Facilities Engineering
The Hong Kong Polytechnic University 2006 — 2006
Exchange Study, Faculty of Construction and Land Use
Greg Brancazio Greg Brancazio's The Townsend Group Experience May 2013 - Present
Job Fund Accountant at The Townsend Group
Industry Financial Services
Experience
The Townsend Group May 2013 - Present
Citi Hedge Fund Services November 2012 - May 2013
Citi Hedge Fund Services June 2011 - November 2012
The Ohio State University Chief Investment Office July 2009 - June 2011
The Ohio State University Office of Business & Finance February 2008 - July 2009
Skills
Microsoft Office, Word, Excel, Access, Financial Modeling, Portfolio Management, Microsoft Excel, Alternative Investments, Microsoft Word, Derivatives, Finance, Accounting
Education
The Ohio State University - The Max M. Fisher College of Business 2007 — 2011
B.S. Business Administration, Finance
The Townsend Group May 2013 - Present
Citi Hedge Fund Services November 2012 - May 2013
Citi Hedge Fund Services June 2011 - November 2012
The Ohio State University Chief Investment Office July 2009 - June 2011
The Ohio State University Office of Business & Finance February 2008 - July 2009
Skills
Microsoft Office, Word, Excel, Access, Financial Modeling, Portfolio Management, Microsoft Excel, Alternative Investments, Microsoft Word, Derivatives, Finance, Accounting
Education
The Ohio State University - The Max M. Fisher College of Business 2007 — 2011
B.S. Business Administration, Finance
Leslie Montag's The Townsend Group Experience September 2014 - Present
Job Investment Analyst at The Townsend Group
Industry Financial Services
Experience
The Townsend Group September 2014 - Present
Skills
Microsoft Excel, Strategy, Microsoft Office, Negotiation, Marketing, Start-ups, Microsoft Word, Social Media, Private Equity, Market Research, Real Estate, PowerPoint, Communication, Adobe LiveCycle Designer
Education
Northeastern University 2009 — 2014
Candidate for a Bachelor of Science Degree, International Business, Senior
Universidad Pontificia Comillas 2012 — 2013
International Business
The Townsend Group September 2014 - Present
Skills
Microsoft Excel, Strategy, Microsoft Office, Negotiation, Marketing, Start-ups, Microsoft Word, Social Media, Private Equity, Market Research, Real Estate, PowerPoint, Communication, Adobe LiveCycle Designer
Education
Northeastern University 2009 — 2014
Candidate for a Bachelor of Science Degree, International Business, Senior
Universidad Pontificia Comillas 2012 — 2013
International Business
Anatole Pevnev's The Townsend Group Experience March 2009 - March 2011
Job Partner at IntelligentPE
Industry Financial Services
Experience
IntelligentPE July 2013 - Present
ORG Portfolio Management October 2012 - July 2013
Ten Capital Management April 2011 - July 2012
The Townsend Group March 2009 - March 2011
REITcafe.com October 2005 - September 2009
KeyBanc Capital Markets June 1998 - March 2004
Legg Mason January 1997 - May 1998
Property & Portfolio Research June 1995 - January 1997
Aetna Realty Investors December 1993 - June 1995
Prudential Real Estate Investors January 1987 - December 1993
Skills
Asset Managment, Portfolio Management, Valuation, Investments, Due Diligence, Alternative Investments, Asset Management, Investment Strategies, Capital Markets, Equities, Financial Modeling, Hedge Funds, Disposition, Real Estate, Mergers & Acquisitions, Real Estate Economics, Investment Properties, Corporate Finance, Investment Management, Asset Allocation, Investor Relations
Education
New York University 1989 — 1991
MS, Real Estate Development & Investment
Boston University 1981 — 1985
BSBA, Finance
IntelligentPE July 2013 - Present
ORG Portfolio Management October 2012 - July 2013
Ten Capital Management April 2011 - July 2012
The Townsend Group March 2009 - March 2011
REITcafe.com October 2005 - September 2009
KeyBanc Capital Markets June 1998 - March 2004
Legg Mason January 1997 - May 1998
Property & Portfolio Research June 1995 - January 1997
Aetna Realty Investors December 1993 - June 1995
Prudential Real Estate Investors January 1987 - December 1993
Skills
Asset Managment, Portfolio Management, Valuation, Investments, Due Diligence, Alternative Investments, Asset Management, Investment Strategies, Capital Markets, Equities, Financial Modeling, Hedge Funds, Disposition, Real Estate, Mergers & Acquisitions, Real Estate Economics, Investment Properties, Corporate Finance, Investment Management, Asset Allocation, Investor Relations
Education
New York University 1989 — 1991
MS, Real Estate Development & Investment
Boston University 1981 — 1985
BSBA, Finance
Marlene Zipin Marlene Zipin's The Townsend Group Experience 2003 - 2005
Job Administrative Coordinator at The Candlewood Inn
Industry Events Services
Experience
The Candlewood Inn May 2012 - Present
Little Explorers Child Development Center May 2009 - May 2012
Apple April 2008 - April 2009
Kristen Jensen Photography September 2006 - June 2008
The Townsend Group 2003 - 2005
Skills
Mac, iLife, iPhoto, Microsoft Office, Caterease, Writing, Company Newsletters, Social Tables, Marketing, Office Management, Social Media, iWork, Photoshop, Facebook, Public Speaking, Social Networking, Communication, Event Planning, Event Management, Sales, Photography, WordPress, OS X, Time Management, Customer Service, Digital Photography, Marketing Strategy, Social Media Marketing
Education
American University 1996 — 2000
bachelors degree, public communications
Ridgefield High School 1992 — 1996
The Candlewood Inn May 2012 - Present
Little Explorers Child Development Center May 2009 - May 2012
Apple April 2008 - April 2009
Kristen Jensen Photography September 2006 - June 2008
The Townsend Group 2003 - 2005
Skills
Mac, iLife, iPhoto, Microsoft Office, Caterease, Writing, Company Newsletters, Social Tables, Marketing, Office Management, Social Media, iWork, Photoshop, Facebook, Public Speaking, Social Networking, Communication, Event Planning, Event Management, Sales, Photography, WordPress, OS X, Time Management, Customer Service, Digital Photography, Marketing Strategy, Social Media Marketing
Education
American University 1996 — 2000
bachelors degree, public communications
Ridgefield High School 1992 — 1996
Martin Rosenberg, CAIA Martin Rosenberg, CAIA's The Townsend Group Experience July 2005 - Present
Job Principal at The Townsend Group
Industry Investment Management
Experience
The Townsend Group July 2005 - Present
Jones Day August 1999 - June 2005
Education
New York University School of Law 1996 — 1999
JD
The Ohio State University 1992 — 1996
BA
The Townsend Group July 2005 - Present
Jones Day August 1999 - June 2005
Education
New York University School of Law 1996 — 1999
JD
The Ohio State University 1992 — 1996
BA
Anthony Frammartino Anthony Frammartino's The Townsend Group Experience June 2004 - Present
Job Principal at The Townsend Group
Industry Investment Management
Experience
The Townsend Group June 2004 - Present
KeyBanc Capital Markets June 2002 - June 2004
McMaster-Carr April 1999 - April 2000
US Network 1998 - 1999
Skills
Investments, Portfolio Management, Business Development, Management, Real Estate
Education
Case Western Reserve University 2000 — 2002
MBA, Finance, Marketing
The University of Akron 1994 — 1998
B.S., Accounting
Saint Vincent-Saint Mary 1990 — 1994
H.S.
Walsh Jesuit High School 1990 — 1991
H.S.
Woodridge
The Townsend Group June 2004 - Present
KeyBanc Capital Markets June 2002 - June 2004
McMaster-Carr April 1999 - April 2000
US Network 1998 - 1999
Skills
Investments, Portfolio Management, Business Development, Management, Real Estate
Education
Case Western Reserve University 2000 — 2002
MBA, Finance, Marketing
The University of Akron 1994 — 1998
B.S., Accounting
Saint Vincent-Saint Mary 1990 — 1994
H.S.
Walsh Jesuit High School 1990 — 1991
H.S.
Woodridge
Jeff Barone, CFA Jeff Barone, CFA's The Townsend Group Experience January 2014 - Present
Job Asst. Portfolio Manager at The Townsend Group
Industry Investment Management
Experience
The Townsend Group January 2014 - Present
The Townsend Group January 2012 - December 2013
The Townsend Group April 2009 - December 2011
Barone Enterprises November 2008 - April 2009
Health Care REIT April 2007 - August 2007
Skills
Portfolio Management, Financial Modeling, Investment Properties, Business Development, Real Estate Development, Commercial Real Estate, Valuation, Private Equity, Deal Structuring, Joint Ventures, Institutional..., Fundraising, Secondary Interests, Underwriting, Asset Management, Recapitalizations, Business, Finance, Modeling, Funding, Finesse, Corporate Finance, Alternative Investments
Education
Miami University 2004 — 2008
Bachelor of Science (BS), Finance
The Townsend Group January 2014 - Present
The Townsend Group January 2012 - December 2013
The Townsend Group April 2009 - December 2011
Barone Enterprises November 2008 - April 2009
Health Care REIT April 2007 - August 2007
Skills
Portfolio Management, Financial Modeling, Investment Properties, Business Development, Real Estate Development, Commercial Real Estate, Valuation, Private Equity, Deal Structuring, Joint Ventures, Institutional..., Fundraising, Secondary Interests, Underwriting, Asset Management, Recapitalizations, Business, Finance, Modeling, Funding, Finesse, Corporate Finance, Alternative Investments
Education
Miami University 2004 — 2008
Bachelor of Science (BS), Finance
Michael Rosengart's The Townsend Group Experience May 2014 - June 2015
Job JD Candidate
Industry Law Practice
Experience
The Townsend Group May 2014 - June 2015
National Republican Senatorial Committee August 2013 - June 2014
American Enterprise Institute June 2013 - August 2013
Golf Magazine June 2012 - August 2012
U.S. House of Representatives July 2011 - August 2011
NCAA February 2010 - May 2010
Skills
Publications, Analysis, Newsletters, PowerPoint, Research, Soccer
Education
Duke University School of Law 2015 — 2018
Juris Doctor
Washington University in St. Louis 2009 — 2013
Bachelor's degree, Political Science
The University of Queensland 2012 — 2012
Business Law and Political Science
The Townsend Group May 2014 - June 2015
National Republican Senatorial Committee August 2013 - June 2014
American Enterprise Institute June 2013 - August 2013
Golf Magazine June 2012 - August 2012
U.S. House of Representatives July 2011 - August 2011
NCAA February 2010 - May 2010
Skills
Publications, Analysis, Newsletters, PowerPoint, Research, Soccer
Education
Duke University School of Law 2015 — 2018
Juris Doctor
Washington University in St. Louis 2009 — 2013
Bachelor's degree, Political Science
The University of Queensland 2012 — 2012
Business Law and Political Science
Alexandra Zburova's The Townsend Group Experience April 2011 - September 2013
Job Relationship Specialist
Industry Financial Services
Experience
Capital Group December 2014 - Present
Capital Group September 2013 - Present
The Townsend Group April 2011 - September 2013
Clarksdale Capital, LLC January 2008 - April 2009
Natural E Creative 2005 - 2006
Skills
Portfolio Management, Economics, Strategic Planning, Financial Analysis, Trading, Equities, Mutual Funds, Capital Markets, Valuation, Financial Markets, Due Diligence, Analysis, Business Strategy, Bloomberg, Market Research, Financial Modeling, Strategy, Risk Management, Investment Management, Start-ups, Entrepreneurship, Alternative Investments, Investments, Hedge Funds, Asset Management, Options, Investment Advisory, Securities, Asset Allocation, Corporate Finance, Management Consulting, Private Equity, Investment Strategies, Mergers & Acquisitions, Real Estate Private..., Series 7, Investor Relations
Education
Mills College, Lorry I. Lokey Graduate School of Business 2008 — 2009
MBA, Finance
Mills College 2004 — 2008
BA, Political, Legal and Economic Analysis
Gymnazium
Capital Group December 2014 - Present
Capital Group September 2013 - Present
The Townsend Group April 2011 - September 2013
Clarksdale Capital, LLC January 2008 - April 2009
Natural E Creative 2005 - 2006
Skills
Portfolio Management, Economics, Strategic Planning, Financial Analysis, Trading, Equities, Mutual Funds, Capital Markets, Valuation, Financial Markets, Due Diligence, Analysis, Business Strategy, Bloomberg, Market Research, Financial Modeling, Strategy, Risk Management, Investment Management, Start-ups, Entrepreneurship, Alternative Investments, Investments, Hedge Funds, Asset Management, Options, Investment Advisory, Securities, Asset Allocation, Corporate Finance, Management Consulting, Private Equity, Investment Strategies, Mergers & Acquisitions, Real Estate Private..., Series 7, Investor Relations
Education
Mills College, Lorry I. Lokey Graduate School of Business 2008 — 2009
MBA, Finance
Mills College 2004 — 2008
BA, Political, Legal and Economic Analysis
Gymnazium
James Byles James Byles's The Townsend Group Experience 1995 - 2004
Job President, Washingtonian Custom Media at Washingtonian Magazine
Industry Publishing
Experience
Washingtonian Custom Media August 2012 - Present
Byles And Associates March 2004 - October 2014
Photo Marketing Association January 2006 - 2011
Association of Water Technologies 2005 - 2011
ALFA - Assisted Living Federation of America 2007 - 2009
The Townsend Group 1995 - 2004
The Washington Post 1993 - 1995
Skills
New Business Development, Corporate Sponsorship..., Advertising Sales, Mobile App Sales, Sales Management, Online Marketing, Advertising, Social Media, Mobile Advertising, Sponsorship Development, Sponsorship Strategy, Sponsorship Sales, Trade Show Sponsorship..., Custom Publishing, Launch Of New Products, Pricing Strategy, B2B, Sponsorship, Strategic Planning, Consultative Selling, Trade Shows, Contract Negotiation, Mobile, Sales Operations, Social Media Marketing, Digital Media, Strategic Partnerships, Integrated Marketing, Online Advertising, Publishing, Social Networking, Business Strategy, Lead Generation, New Media, Email Marketing, Selling, Sales, Business Development, Strategy, Magazines, Management, Publications, Product Development, Leadership, Marketing Strategy, Digital Marketing, Brand Development, Direct Marketing, Marketing Communications, Marketing
Education
American University 1996 — 1997
Leadership for Public Management, Managing Organizational Conflict
University of Maryland College Park 1992 — 1993
Political Science
Humboldt State University 1989 — 1993
BA, Political Science
Beyer High
Washingtonian Custom Media August 2012 - Present
Byles And Associates March 2004 - October 2014
Photo Marketing Association January 2006 - 2011
Association of Water Technologies 2005 - 2011
ALFA - Assisted Living Federation of America 2007 - 2009
The Townsend Group 1995 - 2004
The Washington Post 1993 - 1995
Skills
New Business Development, Corporate Sponsorship..., Advertising Sales, Mobile App Sales, Sales Management, Online Marketing, Advertising, Social Media, Mobile Advertising, Sponsorship Development, Sponsorship Strategy, Sponsorship Sales, Trade Show Sponsorship..., Custom Publishing, Launch Of New Products, Pricing Strategy, B2B, Sponsorship, Strategic Planning, Consultative Selling, Trade Shows, Contract Negotiation, Mobile, Sales Operations, Social Media Marketing, Digital Media, Strategic Partnerships, Integrated Marketing, Online Advertising, Publishing, Social Networking, Business Strategy, Lead Generation, New Media, Email Marketing, Selling, Sales, Business Development, Strategy, Magazines, Management, Publications, Product Development, Leadership, Marketing Strategy, Digital Marketing, Brand Development, Direct Marketing, Marketing Communications, Marketing
Education
American University 1996 — 1997
Leadership for Public Management, Managing Organizational Conflict
University of Maryland College Park 1992 — 1993
Political Science
Humboldt State University 1989 — 1993
BA, Political Science
Beyer High
Christian Nye's The Townsend Group Experience 2014 - 2014
Job Student at The Ohio State University
Industry Financial Services
Experience
The Townsend Group 2014 - 2014
Bay Village Schools June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, English, Windows, Event Planning, AutoCAD, Team Leadership
Education
The Ohio State University 2012 — 2016
The Townsend Group 2014 - 2014
Bay Village Schools June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Social Media, Teamwork, Public Speaking, English, Windows, Event Planning, AutoCAD, Team Leadership
Education
The Ohio State University 2012 — 2016
Colleen Maloney Colleen Maloney's The Townsend Group Experience June 2012 - August 2012
Job Financial Analyst at Public Financial Management
Industry Financial Services
Experience
Public Financial Management July 2013 - Present
The Townsend Group June 2012 - August 2012
Chart Industries May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Research, Financial Analysis, Finance, Economics
Education
Furman University 2009 — 2013
Bachelor of Arts (BA), Business Administration, Asian Studies
Hathaway Brown School 2005 — 2009
Public Financial Management July 2013 - Present
The Townsend Group June 2012 - August 2012
Chart Industries May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Research, Financial Analysis, Finance, Economics
Education
Furman University 2009 — 2013
Bachelor of Arts (BA), Business Administration, Asian Studies
Hathaway Brown School 2005 — 2009
Jack Ahern's The Townsend Group Experience January 1983 - December 2012
Job CFO Accounting Management Group
Industry Accounting
Experience
Accounting Management Group, Ltd January 2001 - Present
The Townsend Group January 1983 - December 2012
Kappus Company January 1996 - January 2000
Galway Corp. of Delaware January 1988 - January 1995
Shamrock Cable Corporation January 1986 - January 1988
Forest City Enterprises, Inc January 1984 - January 1986
KPMG - CPA January 1981 - January 1984
Skills
Due Diligence, Financial Analysis, Financial Modeling, Business Planning, Negotiation, Mergers, Strategic Planning, Accounting, Internal Controls, Management Consulting, Budgeting, Mergers & Acquisitions, Budgets, Auditing, Finance, Investments, Tax, Valuation, Leadership, Internal Audit, Financial Reporting, Management
Education
Thomas More College 1976 — 1980
BA; AA, Accounting and Business Administration; Economics
Accounting Management Group, Ltd January 2001 - Present
The Townsend Group January 1983 - December 2012
Kappus Company January 1996 - January 2000
Galway Corp. of Delaware January 1988 - January 1995
Shamrock Cable Corporation January 1986 - January 1988
Forest City Enterprises, Inc January 1984 - January 1986
KPMG - CPA January 1981 - January 1984
Skills
Due Diligence, Financial Analysis, Financial Modeling, Business Planning, Negotiation, Mergers, Strategic Planning, Accounting, Internal Controls, Management Consulting, Budgeting, Mergers & Acquisitions, Budgets, Auditing, Finance, Investments, Tax, Valuation, Leadership, Internal Audit, Financial Reporting, Management
Education
Thomas More College 1976 — 1980
BA; AA, Accounting and Business Administration; Economics
Stephanie Holland Stephanie Holland's The Townsend Group Experience November 2008 - December 2011
Job Manager, Advertising Sales & Marketing at American Chemical Society
Industry Marketing and Advertising
Experience
American Chemical Society June 2012 - March 2014
The Townsend Group November 2008 - December 2011
The Townsend Group April 2005 - May 2011
Skills
Strategic Partnerships, Digital Strategy, Advertising, Online Advertising, Integrated Marketing, Marketing Strategy, Lead Generation, Social Media, New Media, Sales, Email Marketing, Account Management, Media Planning, Publishing, Online Marketing, Marketing Communications, New Business Development, Direct Marketing, Nonprofits
Education
Howard University 2001 — 2005
Journalism & Advertising
American Chemical Society June 2012 - March 2014
The Townsend Group November 2008 - December 2011
The Townsend Group April 2005 - May 2011
Skills
Strategic Partnerships, Digital Strategy, Advertising, Online Advertising, Integrated Marketing, Marketing Strategy, Lead Generation, Social Media, New Media, Sales, Email Marketing, Account Management, Media Planning, Publishing, Online Marketing, Marketing Communications, New Business Development, Direct Marketing, Nonprofits
Education
Howard University 2001 — 2005
Journalism & Advertising
Courtenay White's The Townsend Group Experience 1998 - 2001
Job Sales Director at Triad Retail Media
Industry Publishing
Experience
Triad Retail Media May 2011 - Present
Bonnier Corporation September 2010 - May 2011
Meredith Corporation September 2007 - September 2010
The Ad Marketing Group, Inc September 2001 - September 2007
The Townsend Group 1998 - 2001
Skills
Integrated Marketing, Advertising Sales, Digital Media, Sales Management, Marketing Strategy, Account Management, Event Planning, Negotiation, B2B, Magazine Advertising, Publishing, Social Media, Program Management
Education
Denison University 1994 — 1998
BA, Mass Communication & East Asian Studies
Triad Retail Media May 2011 - Present
Bonnier Corporation September 2010 - May 2011
Meredith Corporation September 2007 - September 2010
The Ad Marketing Group, Inc September 2001 - September 2007
The Townsend Group 1998 - 2001
Skills
Integrated Marketing, Advertising Sales, Digital Media, Sales Management, Marketing Strategy, Account Management, Event Planning, Negotiation, B2B, Magazine Advertising, Publishing, Social Media, Program Management
Education
Denison University 1994 — 1998
BA, Mass Communication & East Asian Studies
Jack Burris Jack Burris's The Townsend Group Experience August 2001 - August 2003
Job Experienced Branding and Marketing Executive
Industry Marketing and Advertising
Experience
The Burris Agency, Inc. August 2009 - Present
Burris 2, Inc. December 2007 - May 2015
Franchise Business Review October 2006 - February 2008
International Franchise Association August 2003 - October 2006
The Townsend Group August 2001 - August 2003
BURRIS December 1999 - September 2001
Skills
Brand Development, Strategic Thinking, Advertising, Corporate Identity, Web Marketing, Leadership, Marketing Strategy, Social Media Marketing, Marketing Communications, Integrated Marketing, Market Planning, Lead Generation, Public Relations, Strategic Planning, Franchising, Social Media, Email Marketing, Copywriting, Market Research, New Business Development, Marketing, Strategy, Digital Strategy, Brand Management, SEM, Franchise Consulting, Online Advertising, Direct Mail, Sales, Start-ups, Business Development, Online Marketing, Media Planning, Digital Marketing, B2B, Direct Marketing, Entrepreneurship, Marketing Management, Sponsorship, Facebook, CRM, Strategic Partnerships, Competitive Analysis, Salesforce.com, Budgets, E-commerce, Website Development, Trade Shows, SEO, Creative Direction
Education
University of North Carolina at Chapel Hill 1995 — 1999
BA, English, Environmental Studies
National Outdoor Leadership School 1992 — 1998
Leadership, Outdoor Education Skills and Survival
Westchester Academy 1987 — 1995
The Burris Agency, Inc. August 2009 - Present
Burris 2, Inc. December 2007 - May 2015
Franchise Business Review October 2006 - February 2008
International Franchise Association August 2003 - October 2006
The Townsend Group August 2001 - August 2003
BURRIS December 1999 - September 2001
Skills
Brand Development, Strategic Thinking, Advertising, Corporate Identity, Web Marketing, Leadership, Marketing Strategy, Social Media Marketing, Marketing Communications, Integrated Marketing, Market Planning, Lead Generation, Public Relations, Strategic Planning, Franchising, Social Media, Email Marketing, Copywriting, Market Research, New Business Development, Marketing, Strategy, Digital Strategy, Brand Management, SEM, Franchise Consulting, Online Advertising, Direct Mail, Sales, Start-ups, Business Development, Online Marketing, Media Planning, Digital Marketing, B2B, Direct Marketing, Entrepreneurship, Marketing Management, Sponsorship, Facebook, CRM, Strategic Partnerships, Competitive Analysis, Salesforce.com, Budgets, E-commerce, Website Development, Trade Shows, SEO, Creative Direction
Education
University of North Carolina at Chapel Hill 1995 — 1999
BA, English, Environmental Studies
National Outdoor Leadership School 1992 — 1998
Leadership, Outdoor Education Skills and Survival
Westchester Academy 1987 — 1995
Brent Wingert Brent Wingert's The Townsend Group Experience February 2003 - June 2003
Job Senior Vice President, Brite Media Group
Industry Marketing and Advertising
Experience
Brite Media Group June 2003 - Present
The Townsend Group February 2003 - June 2003
The Associates First Capital (now One Main Financial) January 1994 - February 2003
Volkswagen Group December 1992 - December 1993
AEON Corporation January 1989 - July 1990
Skills
Advertising, New Business Development, Retail, Marketing Strategy, Social Media, Leadership, International Marketing, Product Management, Entrepreneurship, Promotions, P&L Management, Product Development, Sales, Management, Business Development, Lead Generation, Competitive Analysis, Direct Marketing, Strategic Partnerships
Education
European Business School Oestrich-Winkel 1992 — 1993
Master of Business Administration (M.B.A.), International Business
Pepperdine University, The George L. Graziadio School of Business and Management 1990 — 1993
Master of Business Administration (M.B.A.), International Business
Southern Methodist University 1986 — 1989
BS, Business
University of Oxford 1987 — 1987
Semester, Economics
Brite Media Group June 2003 - Present
The Townsend Group February 2003 - June 2003
The Associates First Capital (now One Main Financial) January 1994 - February 2003
Volkswagen Group December 1992 - December 1993
AEON Corporation January 1989 - July 1990
Skills
Advertising, New Business Development, Retail, Marketing Strategy, Social Media, Leadership, International Marketing, Product Management, Entrepreneurship, Promotions, P&L Management, Product Development, Sales, Management, Business Development, Lead Generation, Competitive Analysis, Direct Marketing, Strategic Partnerships
Education
European Business School Oestrich-Winkel 1992 — 1993
Master of Business Administration (M.B.A.), International Business
Pepperdine University, The George L. Graziadio School of Business and Management 1990 — 1993
Master of Business Administration (M.B.A.), International Business
Southern Methodist University 1986 — 1989
BS, Business
University of Oxford 1987 — 1987
Semester, Economics
Leslie Downie Leslie Downie's The Townsend Group Experience 2000 - 2001
Job Director of Marketing at Decision Insight
Industry Market Research
Experience
Decision Insight January 2014 - Present
Decision Insight November 2004 - Present
Lewis & Clark Research 2001 - 2004
The Townsend Group 2000 - 2001
American Society of Landscape Architects 1998 - 2000
International Franchise Association 1994 - 1998
Skills
SKU Management, Segmentation, Shopper Marketing, Customer Insight, Marketing Research, Market Research, Consumer Behaviour, Quantitative Research, Primary Research, Focus Groups, Brand Equity, Survey Design
Education
Truman State University 1987 — 1991
BA, Business Mgmt
Decision Insight January 2014 - Present
Decision Insight November 2004 - Present
Lewis & Clark Research 2001 - 2004
The Townsend Group 2000 - 2001
American Society of Landscape Architects 1998 - 2000
International Franchise Association 1994 - 1998
Skills
SKU Management, Segmentation, Shopper Marketing, Customer Insight, Marketing Research, Market Research, Consumer Behaviour, Quantitative Research, Primary Research, Focus Groups, Brand Equity, Survey Design
Education
Truman State University 1987 — 1991
BA, Business Mgmt
Elias George Elias George's The Townsend Group Experience 2013 - 2014
Job Financial Analyst
Industry Financial Services
Experience
The Kirby Group July 2014 - Present
The Townsend Group 2013 - 2014
Cleveland Clinic 2011 - 2012
Garick 2010 - 2010
Skills
Investments, Management, Financial Analysis, Financial Modeling, Microsoft Excel, Teamwork, Due Diligence, Strategy
Education
Miami University 2008 — 2012
Bachelor of Science in Business, Finance, Cum Laude
The Kirby Group July 2014 - Present
The Townsend Group 2013 - 2014
Cleveland Clinic 2011 - 2012
Garick 2010 - 2010
Skills
Investments, Management, Financial Analysis, Financial Modeling, Microsoft Excel, Teamwork, Due Diligence, Strategy
Education
Miami University 2008 — 2012
Bachelor of Science in Business, Finance, Cum Laude
Robert Flanigan, CFA Robert Flanigan, CFA's The Townsend Group Experience December 2009 - April 2012
Job Vice President at Hamilton Lane
Industry Investment Management
Experience
Hamilton Lane March 2015 - Present
Brown Gibbons Lang & Company April 2012 - March 2015
The Townsend Group December 2009 - April 2012
AIG Investments 2006 - 2009
Skills
Asset Managment, Valuation, Asset Management, Investments, Alternative Investments, Financial Modeling, Financial Analysis, Private Equity, Finance
Education
CFA Institute 2008 — 2009
CFA Charterholder, Investment Management
Penn State University 2000 — 2003
BS, Finance, International Business
Hamilton Lane March 2015 - Present
Brown Gibbons Lang & Company April 2012 - March 2015
The Townsend Group December 2009 - April 2012
AIG Investments 2006 - 2009
Skills
Asset Managment, Valuation, Asset Management, Investments, Alternative Investments, Financial Modeling, Financial Analysis, Private Equity, Finance
Education
CFA Institute 2008 — 2009
CFA Charterholder, Investment Management
Penn State University 2000 — 2003
BS, Finance, International Business
Giraud Payen Giraud Payen's The Townsend Group Experience October 2012 - June 2015
Job Associate at Clarion Partners LLC
Industry Real Estate
Experience
Clarion Partners LLC September 2015 - Present
The Townsend Group October 2012 - June 2015
KeyBanc Capital Markets July 2010 - September 2012
Citigroup Global Markets Inc. June 2009 - August 2009
Transamerica Asset Management Group (AEGON) May 2008 - August 2008
Grassano Management Inc. 2007 - 2008
Skills
Bloomberg, Valuation, Financial Modeling, Private Equity, Financial Analysis, Investment Banking, Portfolio Management, Asset Management, Corporate Finance, Capital Markets, Investments, Equities, Fixed Income
Education
Florida Atlantic University 2006 — 2010
BS, Finance, Economics
American Business School 2008 — 2009
Economics
Clarion Partners LLC September 2015 - Present
The Townsend Group October 2012 - June 2015
KeyBanc Capital Markets July 2010 - September 2012
Citigroup Global Markets Inc. June 2009 - August 2009
Transamerica Asset Management Group (AEGON) May 2008 - August 2008
Grassano Management Inc. 2007 - 2008
Skills
Bloomberg, Valuation, Financial Modeling, Private Equity, Financial Analysis, Investment Banking, Portfolio Management, Asset Management, Corporate Finance, Capital Markets, Investments, Equities, Fixed Income
Education
Florida Atlantic University 2006 — 2010
BS, Finance, Economics
American Business School 2008 — 2009
Economics
Brandon Steinhagen Brandon Steinhagen's The Townsend Group Experience April 2015 - Present
Job Associate at The Townsend Group
Industry Financial Services
Experience
The Townsend Group April 2015 - Present
KeyBank October 2012 - April 2015
Key Bank November 2010 - October 2012
Scott Snow (financial advisors), LLC August 2008 - November 2010
Eagle Investment Group August 2007 - May 2008
AXA Equitable May 2006 - June 2006
Skills
Portfolio Management, Investments, Asset Allocation, Wealth Management, Retirement Planning, Finance, Valuation, Asset Management, Financial Modeling, Mutual Funds, Due Diligence, Equity Research, Financial Analysis, Financial Advisory
Education
Ashland University 2008 — 2010
Master of Business Administration, Finance Specialization
Ashland University 2004 — 2008
Bachelor of Science in Business Administration, Finance Major and International Business Minor
The University of Dundee 2007 — 2007
Brunswick High School
The Townsend Group April 2015 - Present
KeyBank October 2012 - April 2015
Key Bank November 2010 - October 2012
Scott Snow (financial advisors), LLC August 2008 - November 2010
Eagle Investment Group August 2007 - May 2008
AXA Equitable May 2006 - June 2006
Skills
Portfolio Management, Investments, Asset Allocation, Wealth Management, Retirement Planning, Finance, Valuation, Asset Management, Financial Modeling, Mutual Funds, Due Diligence, Equity Research, Financial Analysis, Financial Advisory
Education
Ashland University 2008 — 2010
Master of Business Administration, Finance Specialization
Ashland University 2004 — 2008
Bachelor of Science in Business Administration, Finance Major and International Business Minor
The University of Dundee 2007 — 2007
Brunswick High School
Kate Bizga's The Townsend Group Experience December 2013 - Present
Job
Industry Real Estate
Experience
The Townsend Group December 2013 - Present
Skills
Series 63, Series 22, Institutional..., Marketing, Account Management, Media Planning, Integrated Marketing, Media Buying, Interactive Marketing, Social Media Marketing, Digital Marketing, Advertising, Digital Media, Email Marketing, Digital Strategy, Marketing Communications, Marketing Strategy, Mobile Marketing
Education
John Carroll University 2004 — 2008
BA, Communications
The Townsend Group December 2013 - Present
Skills
Series 63, Series 22, Institutional..., Marketing, Account Management, Media Planning, Integrated Marketing, Media Buying, Interactive Marketing, Social Media Marketing, Digital Marketing, Advertising, Digital Media, Email Marketing, Digital Strategy, Marketing Communications, Marketing Strategy, Mobile Marketing
Education
John Carroll University 2004 — 2008
BA, Communications
Rachel Mann Rachel Mann's The Townsend Group Experience September 2014 - Present
Job Advisory Analyst at The Townsend Group
Industry Financial Services
Experience
The Townsend Group September 2014 - Present
DDR Corp. January 2011 - August 2014
Independence Local School District August 2009 - November 2012
Independence High School November 2009 - June 2011
City of South Euclid December 2009 - December 2010
American Greetings June 2008 - September 2008
Abercrombie & Fitch Home Office October 2005 - May 2008
Skills
Budgets, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Accounts Payable, Management, Finance, Marketing Communications, Process Improvement, Forecasting, Excel, Outlook, Word, JD Edwards, Property Tax, Salesforce.com, Accounting, Commercial Real Estate
Education
The Ohio State University 2004 — 2009
Bachelor of Art, Political Science
The Ohio State University Fisher College of Business 2004 — 2009
Bachelor of Science, Finance
Independence High School 2000 — 2004
The Townsend Group September 2014 - Present
DDR Corp. January 2011 - August 2014
Independence Local School District August 2009 - November 2012
Independence High School November 2009 - June 2011
City of South Euclid December 2009 - December 2010
American Greetings June 2008 - September 2008
Abercrombie & Fitch Home Office October 2005 - May 2008
Skills
Budgets, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Accounts Payable, Management, Finance, Marketing Communications, Process Improvement, Forecasting, Excel, Outlook, Word, JD Edwards, Property Tax, Salesforce.com, Accounting, Commercial Real Estate
Education
The Ohio State University 2004 — 2009
Bachelor of Art, Political Science
The Ohio State University Fisher College of Business 2004 — 2009
Bachelor of Science, Finance
Independence High School 2000 — 2004
Joshua Levin Joshua Levin's The Townsend Group Experience 2007 - 2008
Job Assistant General Counsel Law Department at Northeast Ohio Regional Sewer District
Industry Real Estate
Experience
Northeast Ohio Regional Sewer District May 2013 - Present
Cleveland Housing Network January 2010 - May 2013
The Townsend Group 2007 - 2008
KeyCorp 2005 - 2007
Abbott Laboratories 2003 - 2003
Skills
Real Estate Development, Due Diligence, Project Management, Real Estate, Legal Research, Microsoft Excel, Customer Service, Team Building
Education
Indiana University - Kelley School of Business
Candidate for Master of Business Administration (M.B.A.) and Master of Science in Finance (M.S.F.)
Cleveland State University - Cleveland-Marshall College of Law
Juris Doctor (J.D.), Law
The Ohio State University Fisher College of Business
BSBA, Finance
Northeast Ohio Regional Sewer District May 2013 - Present
Cleveland Housing Network January 2010 - May 2013
The Townsend Group 2007 - 2008
KeyCorp 2005 - 2007
Abbott Laboratories 2003 - 2003
Skills
Real Estate Development, Due Diligence, Project Management, Real Estate, Legal Research, Microsoft Excel, Customer Service, Team Building
Education
Indiana University - Kelley School of Business
Candidate for Master of Business Administration (M.B.A.) and Master of Science in Finance (M.S.F.)
Cleveland State University - Cleveland-Marshall College of Law
Juris Doctor (J.D.), Law
The Ohio State University Fisher College of Business
BSBA, Finance
Kelly Gebert, Jr. Kelly Gebert, Jr.'s The Townsend Group Experience August 2011 - January 2014
Job Associate at Triangle Capital Group
Industry Real Estate
Experience
Triangle Capital Group, LLC September 2014 - Present
Macquarie Group January 2014 - September 2014
The Townsend Group August 2011 - January 2014
Single Family Housing June 2007 - September 2011
BlackSwan Partners, LP July 2010 - August 2011
Oppenheimer & Co. September 2008 - May 2009
Skills
ARGUS, PowerPoint, Real Estate Private..., Financial Modeling, Microsoft Excel, Private Equity, Investments, Finance, Investment Properties
Education
The King's College
Business Management, Finance
Triangle Capital Group, LLC September 2014 - Present
Macquarie Group January 2014 - September 2014
The Townsend Group August 2011 - January 2014
Single Family Housing June 2007 - September 2011
BlackSwan Partners, LP July 2010 - August 2011
Oppenheimer & Co. September 2008 - May 2009
Skills
ARGUS, PowerPoint, Real Estate Private..., Financial Modeling, Microsoft Excel, Private Equity, Investments, Finance, Investment Properties
Education
The King's College
Business Management, Finance
Brendan Cronshaw Brendan Cronshaw's The Townsend Group Experience July 2013 - April 2014
Job Analyst at Hines
Industry Real Estate
Experience
Hines April 2014 - Present
The Townsend Group July 2013 - April 2014
The Concord Group, LLC Real Estate Advisors June 2012 - July 2013
Parker House April 2011 - July 2012
UC Berkeley - College of Environmental Design August 2011 - May 2012
UC Berkeley June 2011 - May 2012
Allie Thomas, Ph.D. Candidate May 2011 - May 2012
Trader Joe's May 2011 - October 2011
University of California, Berkeley Department of Recreational Sports February 2009 - May 2011
Dennis Allen Associates May 2009 - July 2010
Skills
Microsoft Excel, Market Research, Mandarin, International Relations, Financial Modeling, Valuation, Due Diligence, China, Investments, Real Estate Development, Data Analysis, Property Management, Investment Management, Alternative Investments, Sustainability, Argus Modeling, Underwriting, Real Estate Acquisitions
Education
University of California, Berkeley 2008 — 2012
Bachelor of Arts (B.A.), Urban Studies and Chinese Language
East China Normal University 2010 — 2010
Language Certificate, Chinese Language and Culture
Hines April 2014 - Present
The Townsend Group July 2013 - April 2014
The Concord Group, LLC Real Estate Advisors June 2012 - July 2013
Parker House April 2011 - July 2012
UC Berkeley - College of Environmental Design August 2011 - May 2012
UC Berkeley June 2011 - May 2012
Allie Thomas, Ph.D. Candidate May 2011 - May 2012
Trader Joe's May 2011 - October 2011
University of California, Berkeley Department of Recreational Sports February 2009 - May 2011
Dennis Allen Associates May 2009 - July 2010
Skills
Microsoft Excel, Market Research, Mandarin, International Relations, Financial Modeling, Valuation, Due Diligence, China, Investments, Real Estate Development, Data Analysis, Property Management, Investment Management, Alternative Investments, Sustainability, Argus Modeling, Underwriting, Real Estate Acquisitions
Education
University of California, Berkeley 2008 — 2012
Bachelor of Arts (B.A.), Urban Studies and Chinese Language
East China Normal University 2010 — 2010
Language Certificate, Chinese Language and Culture
Jay Townsend's The Townsend Group Experience 1993 - Present
Job Political Consultant | Keynote Speaker| Campaign Strategist
Industry Professional Training & Coaching
Experience
The Townsend Group 1993 - Present
Dresner Sykes Jordan Townsend January 1987 - April 1993
Education
Purdue University 1980 — 1982
M.S., Agricultural Economics, Statistics
Purdue University 1972 — 1976
B.S., Agricultural Economics, Political Science
The Townsend Group 1993 - Present
Dresner Sykes Jordan Townsend January 1987 - April 1993
Education
Purdue University 1980 — 1982
M.S., Agricultural Economics, Statistics
Purdue University 1972 — 1976
B.S., Agricultural Economics, Political Science
Joey Hepburn Joey Hepburn's The Townsend Group Experience June 2004 - Present
Job
Industry
Experience
The Townsend Group June 2004 - Present
Cleveland Municipal School District June 2002 - June 2004
Diabetes Association of Greater Cleveland January 1998 - June 2002
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Access, Budgets, Event Planning, Social Media, Facebook
Education
Notre Dame College 1999 — 2002
Business Administration and Management, General
Cuyahoga Community College 1994 — 1996
Associates, Business Administration and Management, General
Cuyahoga Heights High School 1990 — 1994
The Townsend Group June 2004 - Present
Cleveland Municipal School District June 2002 - June 2004
Diabetes Association of Greater Cleveland January 1998 - June 2002
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Access, Budgets, Event Planning, Social Media, Facebook
Education
Notre Dame College 1999 — 2002
Business Administration and Management, General
Cuyahoga Community College 1994 — 1996
Associates, Business Administration and Management, General
Cuyahoga Heights High School 1990 — 1994
Heather Newland's The Townsend Group Experience May 2011 - December 2014
Job Executive Assistant
Industry Investment Management
Experience
The Townsend Group May 2011 - December 2014
Covahey, Boozer, Devan & Dore, PA December 2009 - April 2011
Natural Bridge of Virginia March 2009 - December 2009
Intelesoft February 2008 - July 2008
Reinisch Mackenzie, P.C. March 2007 - January 2008
Ferguson Enterprises August 2006 - January 2007
Accounting Connections January 2006 - August 2006
Skills
Newsletters, Workforce, Proofreading, Event Planning, Microsoft Office, Human Resources, Email Marketing, Leadership, Customer Service, Event Management, Microsoft Excel, PowerPoint, Social Media, Social Media Marketing, Marketing, Public Speaking, Social Networking, Nonprofits, Research, Public Relations, Strategic Planning
Education
Occidental College 2001 — 2005
BA, Religious Studies, Emphasis in Asian Studies
The Townsend Group May 2011 - December 2014
Covahey, Boozer, Devan & Dore, PA December 2009 - April 2011
Natural Bridge of Virginia March 2009 - December 2009
Intelesoft February 2008 - July 2008
Reinisch Mackenzie, P.C. March 2007 - January 2008
Ferguson Enterprises August 2006 - January 2007
Accounting Connections January 2006 - August 2006
Skills
Newsletters, Workforce, Proofreading, Event Planning, Microsoft Office, Human Resources, Email Marketing, Leadership, Customer Service, Event Management, Microsoft Excel, PowerPoint, Social Media, Social Media Marketing, Marketing, Public Speaking, Social Networking, Nonprofits, Research, Public Relations, Strategic Planning
Education
Occidental College 2001 — 2005
BA, Religious Studies, Emphasis in Asian Studies
Anthony A. Felici Anthony A. Felici's The Townsend Group Experience September 2012 - February 2013
Job Controller/CFO at University Hospitals Rehabilitiation Hospital
Industry Accounting
Experience
University Hospitals Rehabilitation Hospital September 2013 - Present
University Hospitals Rehabilitiation Hospital February 2013 - Present
Image Is It Web Design / Marketing July 2012 - July 2013
The Townsend Group September 2012 - February 2013
American Greetings May 2012 - August 2012
Experis, formerly Jefferson Wells March 2004 - March 2012
ideastream aka WVIZ TV, WCPN npr November 1999 - January 2004
Forest City Enterprises February 1998 - March 1999
Southwest General Health Center 1990 - 1997
Skills
Financial Accounting, Financial Analysis, Financial Reporting, Forecasting, Fundraising, Strategic Planning, SAP, Problem Solving, Healthcare, Hyperion, Cognos, Aircraft, Audit, Sarbanes-Oxley, Budgeting, Radio Broadcasting, Broadcast Television, Non-profits, Notary Public, Budgets, Hyperion Enterprise, CPA, Auditing, Strategy, Nonprofits, Finance
Education
MBA, Cleveland State University
MBA, Finance
The Ohio State University
Bachelor of Science, Accounting
University Hospitals Rehabilitation Hospital September 2013 - Present
University Hospitals Rehabilitiation Hospital February 2013 - Present
Image Is It Web Design / Marketing July 2012 - July 2013
The Townsend Group September 2012 - February 2013
American Greetings May 2012 - August 2012
Experis, formerly Jefferson Wells March 2004 - March 2012
ideastream aka WVIZ TV, WCPN npr November 1999 - January 2004
Forest City Enterprises February 1998 - March 1999
Southwest General Health Center 1990 - 1997
Skills
Financial Accounting, Financial Analysis, Financial Reporting, Forecasting, Fundraising, Strategic Planning, SAP, Problem Solving, Healthcare, Hyperion, Cognos, Aircraft, Audit, Sarbanes-Oxley, Budgeting, Radio Broadcasting, Broadcast Television, Non-profits, Notary Public, Budgets, Hyperion Enterprise, CPA, Auditing, Strategy, Nonprofits, Finance
Education
MBA, Cleveland State University
MBA, Finance
The Ohio State University
Bachelor of Science, Accounting
Terri Pandolfi Herubin's The Townsend Group Experience September 2009 - August 2012
Job Portfolio Manager at Cornerstone Real Estate Advisers
Industry Commercial Real Estate
Experience
Cornerstone Real Estate Advisers September 2012 - Present
The Townsend Group September 2009 - August 2012
The United Group of Companies October 2007 - May 2009
New York State Teachers' Retirement System September 2001 - October 2007
New York State Teachers' Retirement System 1993 - 2001
Whiteman Osterman & Hanna LLP 1991 - 1993
Preston Gates Ellis & Rouvelas Meeds 1990 - 1991
Chicago Neighborhood Organizing Project 1983 - 1986
Skills
Due Diligence, Real Estate, Asset Managment, Investments, Portfolio Management, Real Estate Development, Real Estate Private..., Alternative Investments, Disposition, Investment Management, Real Estate Transactions, Joint Ventures, Underwriting, Asset Management, Investment Properties, Finance, Equities, Acquisitions, Commercial Real Estate, Investment Strategies, Real Estate Financing, Dispositions
Education
Brooklyn Law School 1986 — 1989
JD, magna cum laude, Law, Top 4% of class
University of Illinois at Urbana-Champaign 1981 — 1983
B.A., Urban Planning
Clark University 1979 — 1981
Geography and Sociology
Cornerstone Real Estate Advisers September 2012 - Present
The Townsend Group September 2009 - August 2012
The United Group of Companies October 2007 - May 2009
New York State Teachers' Retirement System September 2001 - October 2007
New York State Teachers' Retirement System 1993 - 2001
Whiteman Osterman & Hanna LLP 1991 - 1993
Preston Gates Ellis & Rouvelas Meeds 1990 - 1991
Chicago Neighborhood Organizing Project 1983 - 1986
Skills
Due Diligence, Real Estate, Asset Managment, Investments, Portfolio Management, Real Estate Development, Real Estate Private..., Alternative Investments, Disposition, Investment Management, Real Estate Transactions, Joint Ventures, Underwriting, Asset Management, Investment Properties, Finance, Equities, Acquisitions, Commercial Real Estate, Investment Strategies, Real Estate Financing, Dispositions
Education
Brooklyn Law School 1986 — 1989
JD, magna cum laude, Law, Top 4% of class
University of Illinois at Urbana-Champaign 1981 — 1983
B.A., Urban Planning
Clark University 1979 — 1981
Geography and Sociology
Miriam Bamberger Grogan Miriam Bamberger Grogan's The Townsend Group Experience March 1994 - September 2000
Job US Leadership Coaching Center of Excellence (LC CoE) Senior Manager, PricewaterhouseCoopers LLP
Industry Professional Training & Coaching
Experience
PricewaterhouseCoopers LLP June 2014 - Present
Stellar Coaching, LLC September 2000 - June 2014
Stellar Coaching, LLC September 2000 - June 2014
Stellar Coaching, LLC September 2000 - June 2014
Stellar Coaching, LLC September 2000 - June 2014
The Flourishing Company December 2002 - August 2008
The Townsend Group March 1994 - September 2000
Washington Post 1989 - 1994
Golembe Associates 1988 - 1989
Skills
Coaching, Executive Coaching, Leadership Development, Non-profits, Association, Leadership, Training, Organizational..., Emotional Intelligence, Workshop Facilitation, MBTI, 360 Feedback, Nonprofits, Executive Development, Conflict Resolution, Business Coaching, Career Management, Employee Engagement, Personal Development, Career Development, Organizational..., Management, Change Management, Entrepreneurship, Talent Management, Succession Planning, Strategy, Management Development, Human Resources, Business Development, Staff Development, Small Business, Culture Change, Team Building, Career Counseling, Employee Training, Management Consulting, Training Delivery, Performance Improvement, Performance Management, Public Speaking
Education
The George Washington University - School of Business 1984 — 1987
BBA, Finance, magna cum laude
The Coaches Training Institute 2000 — 2003
CPCC (Certified Professional Coactive Coach), Individual coaching
International Coach Federation
PCC (Professional Certified Coach)
Center for Right Relationship 2008 — 2009
ORSCC (Organization & Relationship Systems Coaching Certified), Team/Systems Coaching
The Graduate School (formerly USDA Graduate School)
Certificate, Instructional Design Essentials
Women's Business Center 2000 — 2004
PricewaterhouseCoopers LLP June 2014 - Present
Stellar Coaching, LLC September 2000 - June 2014
Stellar Coaching, LLC September 2000 - June 2014
Stellar Coaching, LLC September 2000 - June 2014
Stellar Coaching, LLC September 2000 - June 2014
The Flourishing Company December 2002 - August 2008
The Townsend Group March 1994 - September 2000
Washington Post 1989 - 1994
Golembe Associates 1988 - 1989
Skills
Coaching, Executive Coaching, Leadership Development, Non-profits, Association, Leadership, Training, Organizational..., Emotional Intelligence, Workshop Facilitation, MBTI, 360 Feedback, Nonprofits, Executive Development, Conflict Resolution, Business Coaching, Career Management, Employee Engagement, Personal Development, Career Development, Organizational..., Management, Change Management, Entrepreneurship, Talent Management, Succession Planning, Strategy, Management Development, Human Resources, Business Development, Staff Development, Small Business, Culture Change, Team Building, Career Counseling, Employee Training, Management Consulting, Training Delivery, Performance Improvement, Performance Management, Public Speaking
Education
The George Washington University - School of Business 1984 — 1987
BBA, Finance, magna cum laude
The Coaches Training Institute 2000 — 2003
CPCC (Certified Professional Coactive Coach), Individual coaching
International Coach Federation
PCC (Professional Certified Coach)
Center for Right Relationship 2008 — 2009
ORSCC (Organization & Relationship Systems Coaching Certified), Team/Systems Coaching
The Graduate School (formerly USDA Graduate School)
Certificate, Instructional Design Essentials
Women's Business Center 2000 — 2004
Robert Caravella, CFA Robert Caravella, CFA's The Townsend Group Experience 2014 - Present
Job Real Estate, Private Equity
Industry Real Estate
Experience
The Townsend Group 2014 - Present
Victory Capital Management 2011 - 2013
GARC LLC 2007 - 2013
Weitz Investment Management 2010 - 2010
KeyBank Real Estate Capital 2007 - 2009
KeyBanc Capital Markets 2005 - 2007
Skills
Investments, Finance, Wealth Management, Hedge Funds, Private Equity, Real Estate, Real Estate Private..., Commercial Real Estate, Venture Capital, Financial Modeling, Equity Research, Due Diligence, Asset Management, Portfolio Management, Valuation
Education
The University of Chicago - Booth School of Business 2009 — 2011
Master of Business Administration (MBA), Accounting and Finance, Graduated with Honors
Georgetown University 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General, Magna Cum Laude
Gilmour Academy
The Townsend Group 2014 - Present
Victory Capital Management 2011 - 2013
GARC LLC 2007 - 2013
Weitz Investment Management 2010 - 2010
KeyBank Real Estate Capital 2007 - 2009
KeyBanc Capital Markets 2005 - 2007
Skills
Investments, Finance, Wealth Management, Hedge Funds, Private Equity, Real Estate, Real Estate Private..., Commercial Real Estate, Venture Capital, Financial Modeling, Equity Research, Due Diligence, Asset Management, Portfolio Management, Valuation
Education
The University of Chicago - Booth School of Business 2009 — 2011
Master of Business Administration (MBA), Accounting and Finance, Graduated with Honors
Georgetown University 2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General, Magna Cum Laude
Gilmour Academy
Natasha Bethea's The Townsend Group Experience September 2010 - December 2010
Job Membership Marketing Specialist at American Nurses Association
Industry Marketing and Advertising
Experience
American Nurses Association August 2014 - Present
Chapman Cubine Adams + Hussey July 2011 - August 2014
Avalon Consulting Group March 2011 - June 2011
The Townsend Group September 2010 - December 2010
Skills
Multi Channel..., Direct Marketing, Advertising
Education
Howard University 2006 — 2010
American Nurses Association August 2014 - Present
Chapman Cubine Adams + Hussey July 2011 - August 2014
Avalon Consulting Group March 2011 - June 2011
The Townsend Group September 2010 - December 2010
Skills
Multi Channel..., Direct Marketing, Advertising
Education
Howard University 2006 — 2010
Victoria Chu's The Townsend Group Experience June 2009 - August 2009
Job Global Marketing Operations at SevOne
Industry Information Technology and Services
Experience
SevOne Inc April 2015 - Present
SevOne Inc May 2013 - Present
Gannett Digital February 2012 - May 2013
Gannett / The News Journal Media Group June 2010 - February 2012
AAF National Student Advertisng Competition October 2009 - May 2010
The Townsend Group June 2009 - August 2009
Skills
Advertising, Digital Marketing, Integrated Marketing, Marketing Communications, Marketing Automation, Salesforce.com, Marketo, Marketing Operations, Lead Management, Marketing, Marketing Strategy, B2B, Email Marketing, Management, Account Management, Trade Shows, Sales, Social Media Marketing, Social Networking
Education
Penn State University 2007 — 2010
Bachelor of Arts, Advertising
SevOne Inc April 2015 - Present
SevOne Inc May 2013 - Present
Gannett Digital February 2012 - May 2013
Gannett / The News Journal Media Group June 2010 - February 2012
AAF National Student Advertisng Competition October 2009 - May 2010
The Townsend Group June 2009 - August 2009
Skills
Advertising, Digital Marketing, Integrated Marketing, Marketing Communications, Marketing Automation, Salesforce.com, Marketo, Marketing Operations, Lead Management, Marketing, Marketing Strategy, B2B, Email Marketing, Management, Account Management, Trade Shows, Sales, Social Media Marketing, Social Networking
Education
Penn State University 2007 — 2010
Bachelor of Arts, Advertising
Jeffrey Leighton's The Townsend Group Experience January 2013 - Present
Job
Industry Real Estate
Experience
The Townsend Group January 2013 - Present
Century Federal Credit Union January 2011 - December 2012
Banc of America Securities July 2006 - June 2009
Vanguard February 2005 - July 2006
Vanguard July 2003 - February 2005
Skills
Investments, Reconciliation, Financial Analysis, Budgeting, Forecasting, Financial Modeling, Strategic Planning, Accounting, Financial Reporting, Portfolio Management, Excel, Corporate Finance, Banking, Bloomberg, Account Reconciliation, Microsoft Excel
Education
Cleveland State University 2011 — 2014
MBA Candidate
Radford University - College of Business and Economics 1999 — 2003
Bachelor of Business Administration, Major: Finance
Solon High School 1996 — 1999
The Townsend Group January 2013 - Present
Century Federal Credit Union January 2011 - December 2012
Banc of America Securities July 2006 - June 2009
Vanguard February 2005 - July 2006
Vanguard July 2003 - February 2005
Skills
Investments, Reconciliation, Financial Analysis, Budgeting, Forecasting, Financial Modeling, Strategic Planning, Accounting, Financial Reporting, Portfolio Management, Excel, Corporate Finance, Banking, Bloomberg, Account Reconciliation, Microsoft Excel
Education
Cleveland State University 2011 — 2014
MBA Candidate
Radford University - College of Business and Economics 1999 — 2003
Bachelor of Business Administration, Major: Finance
Solon High School 1996 — 1999
Don Cooksey's The Townsend Group Experience 2008 - February 2012
Job President at Montrose Media Sales
Industry Publishing
Experience
Montrose Media Sales, LLC January 2012 - Present
The Townsend Group 2008 - February 2012
Legal Times/ALM 2005 - 2008
QuestelOrbit 2004 - 2005
FileShopper June 2002 - November 2004
Kramer & Amado, P.C. September 2000 - June 2002
Self-Employed February 2000 - September 2000
Prior Art Searches February 1997 - February 2000
Thomson & Thomson April 1990 - February 1997
Skills
Lead Generation, New Business Development, Advertising, Account Management, Online Advertising, Salesforce.com, Strategic Planning, Social Media, Sales, Trade Shows, Management, Product Development, Email Marketing, Marketing, Direct Marketing, Business Planning
Education
University of Maryland University College 1991 — 1996
Master of Science, Marketing Management
University of Maryland College Park 1985 — 1989
Bachelor of Arts, Psychology
St Mary's Ryken
Montrose Media Sales, LLC January 2012 - Present
The Townsend Group 2008 - February 2012
Legal Times/ALM 2005 - 2008
QuestelOrbit 2004 - 2005
FileShopper June 2002 - November 2004
Kramer & Amado, P.C. September 2000 - June 2002
Self-Employed February 2000 - September 2000
Prior Art Searches February 1997 - February 2000
Thomson & Thomson April 1990 - February 1997
Skills
Lead Generation, New Business Development, Advertising, Account Management, Online Advertising, Salesforce.com, Strategic Planning, Social Media, Sales, Trade Shows, Management, Product Development, Email Marketing, Marketing, Direct Marketing, Business Planning
Education
University of Maryland University College 1991 — 1996
Master of Science, Marketing Management
University of Maryland College Park 1985 — 1989
Bachelor of Arts, Psychology
St Mary's Ryken
Joe Davenport's The Townsend Group Experience January 2014 - Present
Job Private Equity Real Estate Associate at The Townsend Group
Industry Real Estate
Experience
The Townsend Group January 2014 - Present
The Townsend Group June 2012 - December 2013
Nationwide Insurance October 2011 - May 2012
Nationwide Insurance January 2006 - September 2011
Skills
Essbase, Expense Management, Real Estate Investment, Financial Analysis, Financial Modeling, Corporate Finance, Due Diligence, Analysis, Portfolio Management, Management, Investments, Finance, Underwriting, Strategic Planning
Education
Indiana University - Kelley School of Business 2010 — 2012
Masters, Finance
The Ohio State University 2003 — 2005
BS, Real Estate Finance and Investments
Independence
The Townsend Group January 2014 - Present
The Townsend Group June 2012 - December 2013
Nationwide Insurance October 2011 - May 2012
Nationwide Insurance January 2006 - September 2011
Skills
Essbase, Expense Management, Real Estate Investment, Financial Analysis, Financial Modeling, Corporate Finance, Due Diligence, Analysis, Portfolio Management, Management, Investments, Finance, Underwriting, Strategic Planning
Education
Indiana University - Kelley School of Business 2010 — 2012
Masters, Finance
The Ohio State University 2003 — 2005
BS, Real Estate Finance and Investments
Independence
Jason Puchmeyer's The Townsend Group Experience July 2006 - Present
Job Associate Consultant at The Townsend Group
Industry Real Estate
Experience
The Townsend Group July 2006 - Present
KeyBank August 2003 - July 2006
Skills
Due Diligence, Financial Analysis, Valuation
Education
Ohio University 2000 — 2003
John Carroll University 1999 — 2000
St. Edward High School 1995 — 1999
The Townsend Group July 2006 - Present
KeyBank August 2003 - July 2006
Skills
Due Diligence, Financial Analysis, Valuation
Education
Ohio University 2000 — 2003
John Carroll University 1999 — 2000
St. Edward High School 1995 — 1999
Donna Shawhan's The Townsend Group Experience 2008 - 2010
Job Senior Product Manager at Oracle
Industry Information Technology and Services
Experience
Oracle July 2014 - Present
TeleTech 2013 - 2014
Canopy Advisory Group 2012 - 2013
ViaSat 2012 - 2012
Zayo Group 2010 - 2011
The Townsend Group 2008 - 2010
KeyBanc Capital Markets 2006 - 2008
National Heritage Academies 2004 - 2005
Skills
Financial Analysis, Investment Banking, Business Analysis, Market Research, Strategic Analysis, Presentation Development, Market Analysis, Analysis, Marketing Strategy, Business Strategy, Strategy, Investment Properties, Business Development, Management, Strategic Planning, CRM, Entrepreneurship, Finance, Brand Management, Marketing Communications, Revenue Forecasting, Financial Forecasting, Real Estate Investment, Marketing, Data Analysis, Portfolio Management, Project Management, Financial Modeling, Investments, Competitive Analysis, Mergers & Acquisitions, Start-ups, Product Management
Education
University of Denver - Daniels College of Business 2011 — 2013
MBA, Strategic Marketing and Finance
DePauw University 2002 — 2006
Bachelor of Arts, Economics
University of Westminster 2005 — 2005
Study Abroad Programme, Economics
Indiana Academy for Science, Mathematics, and Humanities 2000 — 2002
Oracle July 2014 - Present
TeleTech 2013 - 2014
Canopy Advisory Group 2012 - 2013
ViaSat 2012 - 2012
Zayo Group 2010 - 2011
The Townsend Group 2008 - 2010
KeyBanc Capital Markets 2006 - 2008
National Heritage Academies 2004 - 2005
Skills
Financial Analysis, Investment Banking, Business Analysis, Market Research, Strategic Analysis, Presentation Development, Market Analysis, Analysis, Marketing Strategy, Business Strategy, Strategy, Investment Properties, Business Development, Management, Strategic Planning, CRM, Entrepreneurship, Finance, Brand Management, Marketing Communications, Revenue Forecasting, Financial Forecasting, Real Estate Investment, Marketing, Data Analysis, Portfolio Management, Project Management, Financial Modeling, Investments, Competitive Analysis, Mergers & Acquisitions, Start-ups, Product Management
Education
University of Denver - Daniels College of Business 2011 — 2013
MBA, Strategic Marketing and Finance
DePauw University 2002 — 2006
Bachelor of Arts, Economics
University of Westminster 2005 — 2005
Study Abroad Programme, Economics
Indiana Academy for Science, Mathematics, and Humanities 2000 — 2002
Reese Miguet's The Townsend Group Experience October 1992 - November 1993
Job Customer Service, Title Agency
Industry Real Estate
Experience
Cannon Aveni & Malchesky Co., LPA June 2012 - Present
Cannon Aveni & Malchesky Co Lpa May 2012 - August 2012
Johnson Controls January 2011 - December 2011
Johnson Controls 1994 - 2004
The Townsend Group October 1992 - November 1993
First Union Management, Inc. May 1992 - October 1992
Reese's Cleaning Service March 1991 - May 1992
Oswald Risk Management Services Company June 1988 - February 1990
Ernst & Young June 1988 - February 1990
Skills
Process Improvement, Account Management, Information Technology, Energy, Contract Negotiation, Customer Service, Project Management, Microsoft Office, Budgets, Real Estate, Training, Microsoft Excel, Negotiation, Human Resources, Microsoft Word, Team Building, Leadership, Office Management, Contract Management, SAP
Education
Lakeland Community College 1985 — 1988
Associate's degree, Word Processing
Mentor High School 1981 — 1984
Cannon Aveni & Malchesky Co., LPA June 2012 - Present
Cannon Aveni & Malchesky Co Lpa May 2012 - August 2012
Johnson Controls January 2011 - December 2011
Johnson Controls 1994 - 2004
The Townsend Group October 1992 - November 1993
First Union Management, Inc. May 1992 - October 1992
Reese's Cleaning Service March 1991 - May 1992
Oswald Risk Management Services Company June 1988 - February 1990
Ernst & Young June 1988 - February 1990
Skills
Process Improvement, Account Management, Information Technology, Energy, Contract Negotiation, Customer Service, Project Management, Microsoft Office, Budgets, Real Estate, Training, Microsoft Excel, Negotiation, Human Resources, Microsoft Word, Team Building, Leadership, Office Management, Contract Management, SAP
Education
Lakeland Community College 1985 — 1988
Associate's degree, Word Processing
Mentor High School 1981 — 1984
Holly Cavalier's The Townsend Group Experience January 2014 - Present
Job Chief Compliance Officer at The Townsend Group
Industry Financial Services
Experience
The Townsend Group January 2014 - Present
Victory Capital Management January 2012 - December 2013
Victory Capital Management June 1998 - January 2012
McDonald Investments January 2006 - March 2007
BISYS June 1989 - May 1995
Skills
Series 7, Asset Managment, Securities, Mutual Funds, Alternative Investments, Investments, Hedge Funds, Investment Advisory, FINRA, Due Diligence, Series 63, Portfolio Management, Asset Allocation, Asset Management, Investment Management, Equities, Standards Compliance
Education
Baldwin Wallace University 1995 — 1997
MBA, Business
The Ohio State University 1990 — 1992
BS, Economics
Florida State University 1985 — 1987
The Townsend Group January 2014 - Present
Victory Capital Management January 2012 - December 2013
Victory Capital Management June 1998 - January 2012
McDonald Investments January 2006 - March 2007
BISYS June 1989 - May 1995
Skills
Series 7, Asset Managment, Securities, Mutual Funds, Alternative Investments, Investments, Hedge Funds, Investment Advisory, FINRA, Due Diligence, Series 63, Portfolio Management, Asset Allocation, Asset Management, Investment Management, Equities, Standards Compliance
Education
Baldwin Wallace University 1995 — 1997
MBA, Business
The Ohio State University 1990 — 1992
BS, Economics
Florida State University 1985 — 1987
Kate Watson's The Townsend Group Experience December 2007 - September 2008
Job Watson Family
Industry Individual & Family Services
Experience
Watson Family November 2010 - Present
Jones Lang LaSalle March 2009 - July 2010
The Townsend Group December 2007 - September 2008
The Townsend Group August 2003 - December 2007
Education
Ohio University 1999 — 2003
BBA, Finance, MIS, Business Law
Watson Family November 2010 - Present
Jones Lang LaSalle March 2009 - July 2010
The Townsend Group December 2007 - September 2008
The Townsend Group August 2003 - December 2007
Education
Ohio University 1999 — 2003
BBA, Finance, MIS, Business Law
David Heller's The Townsend Group Experience April 1992 - April 1994
Job Principal at The NRP Group
Industry Real Estate
Experience
The NRP Group April 1994 - Present
The Townsend Group April 1992 - April 1994
Arthur Andersen 1987 - 1992
Education
University of Michigan - Stephen M. Ross School of Business 1985 — 1987
BBA, Accounting
University of Maryland College Park 1983 — 1985
The NRP Group April 1994 - Present
The Townsend Group April 1992 - April 1994
Arthur Andersen 1987 - 1992
Education
University of Michigan - Stephen M. Ross School of Business 1985 — 1987
BBA, Accounting
University of Maryland College Park 1983 — 1985
Brian McAlpine's The Townsend Group Experience January 2011 - February 2012
Job Director at Valstone Partners
Industry Investment Management
Experience
Valstone Partners January 2015 - Present
Valstone Partners February 2012 - January 2015
The Townsend Group January 2011 - February 2012
The Townsend Group July 2007 - January 2011
Health Care REIT May 2006 - August 2006
Skills
Project Finance, Private Equity, Real Estate, Investment Management, Investment Advisory, Due Diligence, Financial Modeling, Asset Management, Valuation, Portfolio Management, Alternative Investments, Investments
Education
Miami University 2003 — 2007
Bachelors, Finance, Economics
Valstone Partners January 2015 - Present
Valstone Partners February 2012 - January 2015
The Townsend Group January 2011 - February 2012
The Townsend Group July 2007 - January 2011
Health Care REIT May 2006 - August 2006
Skills
Project Finance, Private Equity, Real Estate, Investment Management, Investment Advisory, Due Diligence, Financial Modeling, Asset Management, Valuation, Portfolio Management, Alternative Investments, Investments
Education
Miami University 2003 — 2007
Bachelors, Finance, Economics
Christopher Lennon's The Townsend Group Experience March 2007 - Present
Job Principal at The Townsend Group
Industry Real Estate
Experience
The Townsend Group March 2007 - Present
Morgan Stanley Capital International 2002 - 2007
Rochdale Investment Management 1996 - 2002
Skills
Asset Management, Portfolio Management, Financial Modeling, Valuation, Investments, Alternative Investments, Due Diligence, Equities, Private Equity, Capital Markets
Education
University of Pennsylvania 1991 — 1995
BS, Engineering
University of Pennsylvania - The Wharton School 1991 — 1995
BS, Finance
The Townsend Group March 2007 - Present
Morgan Stanley Capital International 2002 - 2007
Rochdale Investment Management 1996 - 2002
Skills
Asset Management, Portfolio Management, Financial Modeling, Valuation, Investments, Alternative Investments, Due Diligence, Equities, Private Equity, Capital Markets
Education
University of Pennsylvania 1991 — 1995
BS, Engineering
University of Pennsylvania - The Wharton School 1991 — 1995
BS, Finance
Joanna Lathrop's The Townsend Group Experience February 1998 - May 2004
Job Human Resources Manager at Aeras
Industry Biotechnology
Experience
Aeras May 2004 - Present
The Townsend Group February 1998 - May 2004
Skills
Management, Life Sciences, Human Resources, Biotechnology, Recruiting, Pharmaceutical Industry, Interviews, Employee Relations, Training, Molecular Biology, Performance Management, Talent Management, Onboarding, HRIS, Succession Planning, Screening, Marketing, Clinical Trials, Deferred Compensation, Strategic Planning, Sop, Conflict Resolution, Marketing Strategy, Benefits Administration, Policy, Regulatory Affairs, FDA, Lifesciences, Software Documentation, Change Management, Validation, GMP, Team Building
Education
University of Maryland College Park 1992 — 1996
Aeras May 2004 - Present
The Townsend Group February 1998 - May 2004
Skills
Management, Life Sciences, Human Resources, Biotechnology, Recruiting, Pharmaceutical Industry, Interviews, Employee Relations, Training, Molecular Biology, Performance Management, Talent Management, Onboarding, HRIS, Succession Planning, Screening, Marketing, Clinical Trials, Deferred Compensation, Strategic Planning, Sop, Conflict Resolution, Marketing Strategy, Benefits Administration, Policy, Regulatory Affairs, FDA, Lifesciences, Software Documentation, Change Management, Validation, GMP, Team Building
Education
University of Maryland College Park 1992 — 1996
Micolyn Magee's The Townsend Group Experience April 1998 - Present
Job Principal at The Townsend Group
Industry Real Estate
Experience
The Townsend Group April 1998 - Present
Callan Associates July 1988 - March 1998
Education
University of California, Los Angeles 1978 — 1982
BA, Sociology
The Townsend Group April 1998 - Present
Callan Associates July 1988 - March 1998
Education
University of California, Los Angeles 1978 — 1982
BA, Sociology
Mike Golubic's The Townsend Group Experience September 2003 - Present
Job Portfolio Manager at The Townsend Group
Industry Real Estate
Experience
The Townsend Group September 2003 - Present
Education
Miami University 1998 — 2002
Bachelor, Finance
The Townsend Group September 2003 - Present
Education
Miami University 1998 — 2002
Bachelor, Finance
Dan Stenger's The Townsend Group Experience May 2002 - Present
Job Principal at The Townsend Group
Industry Real Estate
Experience
The Townsend Group May 2002 - Present
Skills
Due Diligence, Private Equity, Financial Modeling, Portfolio Management, Real Estate, Financial Analysis
Education
Miami University 2000 — 2002
BS, Finance
The Townsend Group May 2002 - Present
Skills
Due Diligence, Private Equity, Financial Modeling, Portfolio Management, Real Estate, Financial Analysis
Education
Miami University 2000 — 2002
BS, Finance
Linda Assante's The Townsend Group Experience November 2003 - March 2008
Job Managing Partner at Jasper Ridge Partners
Industry Investment Management
Experience
Jasper Ridge Partners formally Oak Hill Investment Management March 2008 - Present
The Townsend Group November 2003 - March 2008
Skills
Asset Allocation, Hedge Funds, Equities, Private Equity, Asset Managment
Education
Lafayette College 1986 — 1990
BA, Economics & Business
Jasper Ridge Partners formally Oak Hill Investment Management March 2008 - Present
The Townsend Group November 2003 - March 2008
Skills
Asset Allocation, Hedge Funds, Equities, Private Equity, Asset Managment
Education
Lafayette College 1986 — 1990
BA, Economics & Business
Arneece Tabor-Jones's The Townsend Group Experience September 2005 - Present
Job Manager of Performance Measurement Reporting Department at The Townsend Group
Industry Real Estate
Experience
The Townsend Group September 2005 - Present
Charter One Bank July 1998 - July 2005
Education
Kent State University 1993 — 1998
Bachelors Degree, Finance
The Townsend Group September 2005 - Present
Charter One Bank July 1998 - July 2005
Education
Kent State University 1993 — 1998
Bachelors Degree, Finance
Lori Spencer's The Townsend Group Experience 1991 - 1995
Job Director of Operations at ITS Traffic Systems, Inc
Industry Market Research
Experience
ITS Traffic Systems, Inc 2015 - Present
ITS Traffic Systems, Inc 2014 - Present
Direct Opinions 2005 - 2013
IUPUI 2002 - 2005
Comsys 1995 - 2001
The Townsend Group 1991 - 1995
Deloitte & Touche 1988 - 1991
Skills
Team Leadership, Strategic Planning, Survey Design, Customer Service, Training, Account Management, Customer Satisfaction, Leadership, Management, Market Research, Marketing Strategy, Microsoft Excel, Program Management, Public Speaking, Project Management, Sales, Sales Management, Team Building
Education
Bowling Green State University 1979 — 1983
B.S., Business Administration
ITS Traffic Systems, Inc 2015 - Present
ITS Traffic Systems, Inc 2014 - Present
Direct Opinions 2005 - 2013
IUPUI 2002 - 2005
Comsys 1995 - 2001
The Townsend Group 1991 - 1995
Deloitte & Touche 1988 - 1991
Skills
Team Leadership, Strategic Planning, Survey Design, Customer Service, Training, Account Management, Customer Satisfaction, Leadership, Management, Market Research, Marketing Strategy, Microsoft Excel, Program Management, Public Speaking, Project Management, Sales, Sales Management, Team Building
Education
Bowling Green State University 1979 — 1983
B.S., Business Administration
Sara Sympson, CFIRS's The Townsend Group Experience 2013 - Present
Job Compliance Associate, The Townsend Group
Industry Financial Services
Experience
The Townsend Group 2013 - Present
PNC Bank February 2010 - 2013
PNC Capital Advisors, LLC April 2005 - 2010
Wuliger Fadel & Beyer 2003 - 2004
Reminger & Reminger September 2002 - September 2003
Skills
Wealth Management, Mutual Funds, Investments, Financial Services, Asset Management, FINRA, Risk Management, Banking, Investment Advisory, Financial Risk, Portfolio Management, Securities Regulation
Education
Kent State University 1998 — 2002
B.A., English, Political Science
The Townsend Group 2013 - Present
PNC Bank February 2010 - 2013
PNC Capital Advisors, LLC April 2005 - 2010
Wuliger Fadel & Beyer 2003 - 2004
Reminger & Reminger September 2002 - September 2003
Skills
Wealth Management, Mutual Funds, Investments, Financial Services, Asset Management, FINRA, Risk Management, Banking, Investment Advisory, Financial Risk, Portfolio Management, Securities Regulation
Education
Kent State University 1998 — 2002
B.A., English, Political Science
Charles Hotaling's The Townsend Group Experience August 2015 - Present
Job Software Engineer at The Townsend Group
Industry Computer Software
Experience
The Townsend Group August 2015 - Present
AmTrust Financial Services, Inc. (AFSI) November 2013 - August 2015
Liberty Tax Service January 2008 - January 2010
North East High School 2003 - 2005
Skills
Windows 7, Visual Studio, Visual Basic, C# 4.0, CompTIA A+ Certification, JavaScript, Operating Systems, Windows Server, Active Directory, Network Administration, Microsoft SQL Server, Computer Hardware, VB.NET, ASP.NET, TCP/IP, VBScript, Visual C#, SharePoint, C#, CSS, HTML, Databases, Microsoft Office
Education
Bowling Green State University 2008 — 2009
The Ohio State University 2005 — 2006
The Townsend Group August 2015 - Present
AmTrust Financial Services, Inc. (AFSI) November 2013 - August 2015
Liberty Tax Service January 2008 - January 2010
North East High School 2003 - 2005
Skills
Windows 7, Visual Studio, Visual Basic, C# 4.0, CompTIA A+ Certification, JavaScript, Operating Systems, Windows Server, Active Directory, Network Administration, Microsoft SQL Server, Computer Hardware, VB.NET, ASP.NET, TCP/IP, VBScript, Visual C#, SharePoint, C#, CSS, HTML, Databases, Microsoft Office
Education
Bowling Green State University 2008 — 2009
The Ohio State University 2005 — 2006
Tristan Tripodi's The Townsend Group Experience March 2014 - July 2015
Job General Manager at Butler Technologies, Butler, PA
Industry Printing
Experience
Butler Technologies, Butler, PA July 2015 - Present
The Townsend Group March 2014 - July 2015
The Townsend Group October 2011 - March 2014
S.R. Snodgrass, A.C. June 2007 - September 2011
Skills
Financial Analysis, Financial Reporting, Internal Controls, Accounting, Financial Accounting, Auditing, Sarbanes-Oxley Act, GAAP, US GAAP, External Audit, SEC Filings, Assurance, Microsoft Office, Strategic Planning, Microsoft Excel, Internal Audit
Education
Cleveland State University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
John Carroll University 2003 — 2007
Bachelor's, Finance
Butler Technologies, Butler, PA July 2015 - Present
The Townsend Group March 2014 - July 2015
The Townsend Group October 2011 - March 2014
S.R. Snodgrass, A.C. June 2007 - September 2011
Skills
Financial Analysis, Financial Reporting, Internal Controls, Accounting, Financial Accounting, Auditing, Sarbanes-Oxley Act, GAAP, US GAAP, External Audit, SEC Filings, Assurance, Microsoft Office, Strategic Planning, Microsoft Excel, Internal Audit
Education
Cleveland State University 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
John Carroll University 2003 — 2007
Bachelor's, Finance
Robert Raynor's The Townsend Group Experience April 2008 - August 2011
Job AIS PE Fund Account Manager at BNYMellon
Industry Investment Management
Experience
BNY Mellon August 2011 - Present
The Townsend Group April 2008 - August 2011
Education
University of Phoenix 2009 — 2010
BS, Finance
Ohio University 1989 — 1992
BNY Mellon August 2011 - Present
The Townsend Group April 2008 - August 2011
Education
University of Phoenix 2009 — 2010
BS, Finance
Ohio University 1989 — 1992
Kurt Nye, CFA's The Townsend Group Experience August 2010 - October 2011
Job Director at MAI Capital Management
Industry Investment Management
Experience
MAI Capital Management November 2011 - Present
The Townsend Group August 2010 - October 2011
Capital One February 2010 - August 2010
Capital One July 2008 - August 2010
Capital One May 2009 - January 2010
Capital One July 2008 - April 2009
MAI Wealth Advisors, LLC June 2007 - September 2007
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
The Ohio State University 2004 — 2008
Bachelor of Science, Economics
MAI Capital Management November 2011 - Present
The Townsend Group August 2010 - October 2011
Capital One February 2010 - August 2010
Capital One July 2008 - August 2010
Capital One May 2009 - January 2010
Capital One July 2008 - April 2009
MAI Wealth Advisors, LLC June 2007 - September 2007
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
The Ohio State University 2004 — 2008
Bachelor of Science, Economics
Kristen Walker's The Townsend Group Experience July 2011 - August 2012
Job Account Executive at Happy Medium
Industry Marketing and Advertising
Experience
Happy Medium December 2012 - Present
The Townsend Group July 2011 - August 2012
BPCM May 2010 - August 2010
Hearst Digital May 2009 - August 2009
Skills
Social Media, Marketing Strategy, Advertising, Email Marketing, Public Relations, Blogging, PowerPoint, Outlook, Cision, Excel, Writing
Education
Iowa State University 2011 — 2013
Journalism and Mass Communication - Public Relations; Apparel Merchandising, Design & Production
Happy Medium December 2012 - Present
The Townsend Group July 2011 - August 2012
BPCM May 2010 - August 2010
Hearst Digital May 2009 - August 2009
Skills
Social Media, Marketing Strategy, Advertising, Email Marketing, Public Relations, Blogging, PowerPoint, Outlook, Cision, Excel, Writing
Education
Iowa State University 2011 — 2013
Journalism and Mass Communication - Public Relations; Apparel Merchandising, Design & Production
James Bannon's The Townsend Group Experience January 2011 - Present
Job Fund Administrator at The Townsend Group
Industry Financial Services
Experience
The Townsend Group January 2011 - Present
Imagine Software June 2010 - January 2011
Custom House Global Fund Services August 2005 - May 2010
Skills
Fund Administration, Fund Accounting, Hedge Funds, Equities, Options, FX Options, Trading Systems, Fixed Income, Financial Markets
Education
National University of Ireland, Galway 2001 — 2005
B. COMM
The Townsend Group January 2011 - Present
Imagine Software June 2010 - January 2011
Custom House Global Fund Services August 2005 - May 2010
Skills
Fund Administration, Fund Accounting, Hedge Funds, Equities, Options, FX Options, Trading Systems, Fixed Income, Financial Markets
Education
National University of Ireland, Galway 2001 — 2005
B. COMM
Chris Cunningham, CAIA's The Townsend Group Experience October 2012 - Present
Job Consultant at The Townsend Group
Industry Investment Management
Experience
The Townsend Group October 2012 - Present
Hewitt EnnisKnupp December 2011 - October 2012
Hewitt EnnisKnupp September 2010 - December 2011
Ennis Knupp & Associates January 2007 - September 2010
Mason Street Advisors 2005 - 2006
Skills
Alternative Investments, Investment Management, Investment Advisory, Investments, Commercial Real Estate, International Real..., Timber, Farmland, Portfolio Management, Strategic Planning, Due Diligence, Performance Measurement, Financial Analysis, Financial Modeling, Valuation, Asset Allocation, Asset Management, Investment Strategies, Real Estate, Hedge Funds, Real Estate Investment...
Education
Marquette University 2002 — 2006
Bachelors, Finance, International Business, Spanish
Universidad Pontificia Comillas 2004 — 2004
Facultad de Ciencias Económicas y Empresariales (ICADE)
The Townsend Group October 2012 - Present
Hewitt EnnisKnupp December 2011 - October 2012
Hewitt EnnisKnupp September 2010 - December 2011
Ennis Knupp & Associates January 2007 - September 2010
Mason Street Advisors 2005 - 2006
Skills
Alternative Investments, Investment Management, Investment Advisory, Investments, Commercial Real Estate, International Real..., Timber, Farmland, Portfolio Management, Strategic Planning, Due Diligence, Performance Measurement, Financial Analysis, Financial Modeling, Valuation, Asset Allocation, Asset Management, Investment Strategies, Real Estate, Hedge Funds, Real Estate Investment...
Education
Marquette University 2002 — 2006
Bachelors, Finance, International Business, Spanish
Universidad Pontificia Comillas 2004 — 2004
Facultad de Ciencias Económicas y Empresariales (ICADE)
Jacob Heacox, CPA MBA's The Townsend Group Experience January 2014 - Present
Job Investment Analyst at The Townsend Group
Industry Accounting
Experience
The Townsend Group January 2014 - Present
PwC August 2012 - December 2013
PwC January 2012 - May 2012
Speedeon Data LLC May 2011 - December 2011
PwC January 2011 - May 2011
Dots May 2010 - December 2010
PwC January 2010 - March 2010
Skills
Auditing, Accounting, Financial Analysis, Business Analysis, Tax Preparation, Real Estate, Internal Audit, Tax, Analysis
Education
John Carroll University 2008 — 2012
Master of Business Administration (M.B.A.), Accounting and Finance
John Carroll University 2008 — 2011
Bachelor of Science (B.S.), Accounting
The Townsend Group January 2014 - Present
PwC August 2012 - December 2013
PwC January 2012 - May 2012
Speedeon Data LLC May 2011 - December 2011
PwC January 2011 - May 2011
Dots May 2010 - December 2010
PwC January 2010 - March 2010
Skills
Auditing, Accounting, Financial Analysis, Business Analysis, Tax Preparation, Real Estate, Internal Audit, Tax, Analysis
Education
John Carroll University 2008 — 2012
Master of Business Administration (M.B.A.), Accounting and Finance
John Carroll University 2008 — 2011
Bachelor of Science (B.S.), Accounting
Amy Russell's The Townsend Group Experience July 2011 - February 2012
Job Director of Business Development at The Diplomatic Courier
Industry Marketing and Advertising
Experience
The Diplomatic Courier July 2014 - July 2015
Access Intelligence February 2012 - February 2014
The Townsend Group July 2011 - February 2012
Foreign Policy Magazine/Washington Post Media Group January 2002 - June 2010
Skills
Customer Relations, Account Management, Negotiation, Consultative Selling, Strategic Planning, Selling, Customer Service, CRM, Business Development, B2B, Sales, Online Advertising
Education
American University
M.A, International Relations and National Security Studies
Muhlenberg College
B.A, American Studies/US Foreign Policy
The Diplomatic Courier July 2014 - July 2015
Access Intelligence February 2012 - February 2014
The Townsend Group July 2011 - February 2012
Foreign Policy Magazine/Washington Post Media Group January 2002 - June 2010
Skills
Customer Relations, Account Management, Negotiation, Consultative Selling, Strategic Planning, Selling, Customer Service, CRM, Business Development, B2B, Sales, Online Advertising
Education
American University
M.A, International Relations and National Security Studies
Muhlenberg College
B.A, American Studies/US Foreign Policy