Trustreet Properties
Industry: Real estate investment trust company
DescriptionHeadquarters: Orlando, FL Founded: 1994
Trustreet Properties List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Trustreet Properties. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Trustreet Properties Employees
Employee
Years
Job
Industry
PJ Behr PJ Behr's Trustreet Properties Experience September 2000 - February 2007
Job VP of Investment Property Sales at CNL Commercial Real Estate
Industry Real Estate
Experience
CNL Commercial Real Estate May 2011 - Present
Trinity Real Estate Group March 2010 - May 2011
GE Capital Franchise Finance February 2007 - December 2009
Trustreet Properties September 2000 - February 2007
CNL Restaurant Properties 2000 - 2005
Outback Steakhouse 1997 - 2000
Skills
Dispositions, Real Estate, Investment Properties, Investors, Tenant, Purchase, Real Estate Investment, Disposition, Investments, Commercial Real Estate, Leases, Location Intelligence, Portfolio Management, Mergers & Acquisitions, Property, Brokerage, Real Estate Development, Real Estate Economics, Selling, Real Estate Financing, Corporate Real Estate, Sales
Education
University of Central Florida 1989 — 2004
Bachelor's, Business Administration
CNL Commercial Real Estate May 2011 - Present
Trinity Real Estate Group March 2010 - May 2011
GE Capital Franchise Finance February 2007 - December 2009
Trustreet Properties September 2000 - February 2007
CNL Restaurant Properties 2000 - 2005
Outback Steakhouse 1997 - 2000
Skills
Dispositions, Real Estate, Investment Properties, Investors, Tenant, Purchase, Real Estate Investment, Disposition, Investments, Commercial Real Estate, Leases, Location Intelligence, Portfolio Management, Mergers & Acquisitions, Property, Brokerage, Real Estate Development, Real Estate Economics, Selling, Real Estate Financing, Corporate Real Estate, Sales
Education
University of Central Florida 1989 — 2004
Bachelor's, Business Administration
Elizabeth Baisden Elizabeth Baisden's Trustreet Properties Experience January 2005 - February 2007
Job Vice President of Marketing at Parkway Properties
Industry Public Relations and Communications
Experience
Parkway Properties August 2014 - Present
Parkway Properties August 2012 - August 2014
Kohlmyer Creative 2009 - August 2012
Terry/Kane Orlando August 2008 - March 2009
GE Capital Solutions February 2007 - October 2007
Trustreet Properties January 2005 - February 2007
CNL Financial Group and Its Subsidiaries March 1998 - February 2007
CNL Shared Services January 2004 - January 2005
Commercial Net Lease Realty, Inc. March 1998 - January 2004
Arthur Andersen, LLC. March 1996 - September 1997
Skills
Writing, Investor Relations, Marketing Strategy, Marketing Communications, Adobe Photoshop, Adobe InDesign, Microsoft Office, Media Relations
Education
Florida State University
Bachelor of Science (B.S.), Communications/Advertising
Parkway Properties August 2014 - Present
Parkway Properties August 2012 - August 2014
Kohlmyer Creative 2009 - August 2012
Terry/Kane Orlando August 2008 - March 2009
GE Capital Solutions February 2007 - October 2007
Trustreet Properties January 2005 - February 2007
CNL Financial Group and Its Subsidiaries March 1998 - February 2007
CNL Shared Services January 2004 - January 2005
Commercial Net Lease Realty, Inc. March 1998 - January 2004
Arthur Andersen, LLC. March 1996 - September 1997
Skills
Writing, Investor Relations, Marketing Strategy, Marketing Communications, Adobe Photoshop, Adobe InDesign, Microsoft Office, Media Relations
Education
Florida State University
Bachelor of Science (B.S.), Communications/Advertising
Steve Shackelford's Trustreet Properties Experience 1996 - 2006
Job President at Corporate Capital Trust
Industry Real Estate
Experience
Corporate Capital Trust January 2013 - Present
CNL December 2008 - March 2013
Trustreet Properties 1996 - 2006
Price Waterhouse Coopers August 1986 - August 1996
Skills
Valuation, Financial Analysis, Management, Alternative Investments, Financial Modeling, Finance, Financial Advisory, Asset Management, Due Diligence, Leadership, Capital Markets, Auditing, Mergers & Acquisitions, Investments, Disposition, Private Equity, Real Estate, Asset Managment, Accounting, Real Estate Development
Education
Florida State University 1985 — 1986
Master of Business Administration (MBA)
Florida State University - College of Business 1981 — 1985
Accounting
Corporate Capital Trust January 2013 - Present
CNL December 2008 - March 2013
Trustreet Properties 1996 - 2006
Price Waterhouse Coopers August 1986 - August 1996
Skills
Valuation, Financial Analysis, Management, Alternative Investments, Financial Modeling, Finance, Financial Advisory, Asset Management, Due Diligence, Leadership, Capital Markets, Auditing, Mergers & Acquisitions, Investments, Disposition, Private Equity, Real Estate, Asset Managment, Accounting, Real Estate Development
Education
Florida State University 1985 — 1986
Master of Business Administration (MBA)
Florida State University - College of Business 1981 — 1985
Accounting
Clifford Smith Clifford Smith's Trustreet Properties Experience 1999 - 2006
Job Senior Vice President Corporate Development and Acquisition Integration at IHS, Inc.
Industry Information Services
Experience
IHS, Inc. 2007 - Present
Rockwell Collins 2006 - 2007
Trustreet Properties 1999 - 2006
IVAX 1997 - 1999
Ecolab 1992 - 1997
Skills
Corporate Development, Mergers, Divestitures, Acquisitions, Business, Due Diligence, Financial Modeling, Corporate Finance, Financial Analysis, Competitive Analysis, Acquisition Integration, Business Strategy, Valuation, M&A experience, Mergers & Acquisitions, Restructuring, Start-ups, Strategic Partnerships, Investment Banking, Analytics, Entrepreneurship, Venture Capital, Executive Management, Strategy, Program Management, Equities, Investments
Education
William Mitchell College of Law 1990 — 1994
JD
North Dakota State University 1985 — 1990
BS, Business Administration/Economics
MLHS
MLHS
IHS, Inc. 2007 - Present
Rockwell Collins 2006 - 2007
Trustreet Properties 1999 - 2006
IVAX 1997 - 1999
Ecolab 1992 - 1997
Skills
Corporate Development, Mergers, Divestitures, Acquisitions, Business, Due Diligence, Financial Modeling, Corporate Finance, Financial Analysis, Competitive Analysis, Acquisition Integration, Business Strategy, Valuation, M&A experience, Mergers & Acquisitions, Restructuring, Start-ups, Strategic Partnerships, Investment Banking, Analytics, Entrepreneurship, Venture Capital, Executive Management, Strategy, Program Management, Equities, Investments
Education
William Mitchell College of Law 1990 — 1994
JD
North Dakota State University 1985 — 1990
BS, Business Administration/Economics
MLHS
MLHS
Curtis McWilliams Curtis McWilliams's Trustreet Properties Experience April 1997 - February 2007
Job President & CEO at CNL Real Estate Advisors
Industry Real Estate
Experience
Campus Crest May 2015 - Present
Ashford Hospitality Prime November 2013 - Present
CNL Real Estate Advisors March 2007 - December 2010
Trustreet Properties April 1997 - February 2007
CNL Group 1997 - 1999
Skills
Real Estate, Mergers, Leases, Due Diligence, Disposition, Mergers & Acquisitions, Commercial Real Estate, Real Estate Economics, Private Equity, Real Estate Transactions, Real Estate Development, Property Management, Investments, Senior Executive..., Asset Management, Valuation, Contract Negotiation, Strategic Planning, Asset Managment, Acquisitions, Corporate Finance, Location Intelligence, Real Estate Financing, Entitlements, Tenant Representation, Lease Negotiations, Land Acquisition, Tenant, Corporate Real Estate, Dispositions, Investment Properties, Brokerage
Education
The University of Chicago Booth School of Business 1980 — 1983
Master of Business Administration (MBA), Finance, General, A
Princeton University 1973 — 1977
Campus Crest May 2015 - Present
Ashford Hospitality Prime November 2013 - Present
CNL Real Estate Advisors March 2007 - December 2010
Trustreet Properties April 1997 - February 2007
CNL Group 1997 - 1999
Skills
Real Estate, Mergers, Leases, Due Diligence, Disposition, Mergers & Acquisitions, Commercial Real Estate, Real Estate Economics, Private Equity, Real Estate Transactions, Real Estate Development, Property Management, Investments, Senior Executive..., Asset Management, Valuation, Contract Negotiation, Strategic Planning, Asset Managment, Acquisitions, Corporate Finance, Location Intelligence, Real Estate Financing, Entitlements, Tenant Representation, Lease Negotiations, Land Acquisition, Tenant, Corporate Real Estate, Dispositions, Investment Properties, Brokerage
Education
The University of Chicago Booth School of Business 1980 — 1983
Master of Business Administration (MBA), Finance, General, A
Princeton University 1973 — 1977
Shannon Felker's Trustreet Properties Experience 2001 - 2007
Job Independent Distributor at Reliv International
Industry Health, Wellness and Fitness
Experience
Reliv International March 2007 - Present
GE Commercial Finance December 2001 - November 2008
Trustreet Properties 2001 - 2007
Education
Indiana University Bloomington 1995 — 1999
Bachelors, Accounting, Legal Studies
Reliv International March 2007 - Present
GE Commercial Finance December 2001 - November 2008
Trustreet Properties 2001 - 2007
Education
Indiana University Bloomington 1995 — 1999
Bachelors, Accounting, Legal Studies
Michael Palmer, CCIM Michael Palmer, CCIM's Trustreet Properties Experience February 2005 - February 2007
Job Senior Analyst at ROC Seniors
Industry Financial Services
Experience
ROC Seniors January 2015 - Present
GE Capital Franchise Finance November 2009 - October 2014
GE Capital February 2007 - March 2009
Trustreet Properties February 2005 - February 2007
CNL June 2003 - March 2005
Suntrust Bank 1997 - 2002
Lockheed Martin February 1981 - November 1993
Skills
Financial Modeling, Portfolio Management, Valuation, Finance, Mergers & Acquisitions, Corporate Finance, Credit, Loans, Strategy, Real Estate, Analysis, Structured Finance, Management, Real Estate Development, Underwriting, Negotiation, Asset Management, Financial Analysis, Due Diligence, Disposition, Market Analysis, Leases, Sales
Education
Stetson University 1992 — 1995
MBA, Finance
Florida Institute of Technology 1980 — 1984
MSEE, Analog Electronics and Communication Systems
University of Florida 1977 — 1979
BSEE, Analog Electronics
ROC Seniors January 2015 - Present
GE Capital Franchise Finance November 2009 - October 2014
GE Capital February 2007 - March 2009
Trustreet Properties February 2005 - February 2007
CNL June 2003 - March 2005
Suntrust Bank 1997 - 2002
Lockheed Martin February 1981 - November 1993
Skills
Financial Modeling, Portfolio Management, Valuation, Finance, Mergers & Acquisitions, Corporate Finance, Credit, Loans, Strategy, Real Estate, Analysis, Structured Finance, Management, Real Estate Development, Underwriting, Negotiation, Asset Management, Financial Analysis, Due Diligence, Disposition, Market Analysis, Leases, Sales
Education
Stetson University 1992 — 1995
MBA, Finance
Florida Institute of Technology 1980 — 1984
MSEE, Analog Electronics and Communication Systems
University of Florida 1977 — 1979
BSEE, Analog Electronics
Pat Gould's Trustreet Properties Experience February 2005 - February 2007
Job
Industry Real Estate
Experience
Highland Park Village December 2007 - Present
Charter Holdings December 2007 - Present
GE Capital Solutions June 1998 - October 2007
Trustreet Properties February 2005 - February 2007
CNL June 1998 - February 2006
MCI WorldCom 1997 - 1998
MCI Worldcom 1994 - 1997
Skills
Administrative..., C-Level Executive..., Event Planning, Events Coordination, Event Management, Social Networking, Computer Proficiency, Real Estate, Office Management, Travel Management, Executive..., Microsoft Office, PowerPoint, Microsoft Excel, Typing, Telephone Skills, Scheduling, Windows, Administrative Support, Social Media, Microsoft Word, Process Scheduler, Word, Excel, Outlook, Internet Explorer, Organization, Adobe Acrobat, Photoshop, SalesLogix, Administrative...
Education
Stephen F. Austin State University 1989 — 1994
Highland Park Village December 2007 - Present
Charter Holdings December 2007 - Present
GE Capital Solutions June 1998 - October 2007
Trustreet Properties February 2005 - February 2007
CNL June 1998 - February 2006
MCI WorldCom 1997 - 1998
MCI Worldcom 1994 - 1997
Skills
Administrative..., C-Level Executive..., Event Planning, Events Coordination, Event Management, Social Networking, Computer Proficiency, Real Estate, Office Management, Travel Management, Executive..., Microsoft Office, PowerPoint, Microsoft Excel, Typing, Telephone Skills, Scheduling, Windows, Administrative Support, Social Media, Microsoft Word, Process Scheduler, Word, Excel, Outlook, Internet Explorer, Organization, Adobe Acrobat, Photoshop, SalesLogix, Administrative...
Education
Stephen F. Austin State University 1989 — 1994
Kim E. Autrey, CPA, CITP, CGMA's Trustreet Properties Experience 1998 - 2006
Job Senior Industry Consultant Financial Transformation
Industry Information Technology and Services
Experience
Teradata September 2010 - Present
AICPA CITP Credentials Committee March 2010 - Present
FICPA - Accounting & Auditing Standards Committee July 2008 - Present
Florida Institute of Certified Public Accountants July 2008 - Present
FICPA University of Florida Accounting Conf Committee July 2004 - Present
The Conway Group, LLC January 2009 - October 2010
Oracle Applications Users Group January 2001 - May 2009
Teradata Corporation October 2007 - December 2008
Teradata, a division of NCR May 2006 - September 2007
Trustreet Properties 1998 - 2006
Skills
Accounting, Finance, Business Process, Business Intelligence, Managerial Finance, Budgets, Executive Management, Process Improvement, Management, CPA, Auditing, Strategy, Strategic Planning, Leadership, Financial Analysis, Internal Audit, Business Development, ERP, Analysis, Mergers & Acquisitions, Internal Controls, Tax, Business Planning, Consulting, Project Planning, Business Process..., Financial Accounting, Financial Modeling, Financial Reporting, Training, Project Management, Performance Management, Due Diligence, Management Consulting, Forecasting, Start-ups, Professional Services
Education
University of Florida 1970 — 1974
BSBA, Accounting & Finance
Teradata September 2010 - Present
AICPA CITP Credentials Committee March 2010 - Present
FICPA - Accounting & Auditing Standards Committee July 2008 - Present
Florida Institute of Certified Public Accountants July 2008 - Present
FICPA University of Florida Accounting Conf Committee July 2004 - Present
The Conway Group, LLC January 2009 - October 2010
Oracle Applications Users Group January 2001 - May 2009
Teradata Corporation October 2007 - December 2008
Teradata, a division of NCR May 2006 - September 2007
Trustreet Properties 1998 - 2006
Skills
Accounting, Finance, Business Process, Business Intelligence, Managerial Finance, Budgets, Executive Management, Process Improvement, Management, CPA, Auditing, Strategy, Strategic Planning, Leadership, Financial Analysis, Internal Audit, Business Development, ERP, Analysis, Mergers & Acquisitions, Internal Controls, Tax, Business Planning, Consulting, Project Planning, Business Process..., Financial Accounting, Financial Modeling, Financial Reporting, Training, Project Management, Performance Management, Due Diligence, Management Consulting, Forecasting, Start-ups, Professional Services
Education
University of Florida 1970 — 1974
BSBA, Accounting & Finance
Rajni Vasishta's Trustreet Properties Experience March 2006 - March 2007
Job Senior Project Manager at GE Capital
Industry Commercial Real Estate
Experience
GE Capital March 2015 - Present
GE Capital Americas June 2010 - March 2015
GE Capital Solutions March 2007 - June 2010
Trustreet Properties March 2006 - March 2007
Greator Orlando Aviation Authority December 2002 - February 2006
Comair Aviation Academy May 2002 - December 2002
Iridia Technologies, Inc December 2001 - May 2002
Skills
SDLC, Business Analysis, Vendor Management, Software Project..., Requirements Analysis, Process Improvement, Program Management, IT Strategy, Integration, Business Process..., Business Intelligence, Project Management, Data Warehousing, Oracle, ETL, Financial Analysis
Education
Indira Gandhi National Open University 1998 — 2000
Diploma in Management
Guru Nanak Dev University 1995 — 1998
Bachelor’s Degree, BCOM - Accounting and Finance
GE Capital March 2015 - Present
GE Capital Americas June 2010 - March 2015
GE Capital Solutions March 2007 - June 2010
Trustreet Properties March 2006 - March 2007
Greator Orlando Aviation Authority December 2002 - February 2006
Comair Aviation Academy May 2002 - December 2002
Iridia Technologies, Inc December 2001 - May 2002
Skills
SDLC, Business Analysis, Vendor Management, Software Project..., Requirements Analysis, Process Improvement, Program Management, IT Strategy, Integration, Business Process..., Business Intelligence, Project Management, Data Warehousing, Oracle, ETL, Financial Analysis
Education
Indira Gandhi National Open University 1998 — 2000
Diploma in Management
Guru Nanak Dev University 1995 — 1998
Bachelor’s Degree, BCOM - Accounting and Finance
Mischelle (Powell) Harmon's Trustreet Properties Experience 2000 - 2007
Job Senior Program Manager at GE Capital Americas
Industry Information Technology and Services
Experience
GE Capital (formerly Trustreet Properties) February 2007 - Present
Trustreet Properties 2000 - 2007
Skills
ITIL, System Administration, SQL, Integration, Software Project..., Project Management, Management Consulting, Oracle, Team Building, Oracle E-Business Suite, Analysis, IT Strategy, Database Administration, Financial Modeling, IT Management, Vendor Management, Leadership, ERP, Asset Management, Cross-functional Team..., Mergers & Acquisitions, Requirements Analysis, Business Process..., Management, Financial Analysis, Business Analysis, Business Intelligence, Due Diligence
Education
University of Central Florida - College of Business Administration 1990 — 1995
Bachelor's degree, Finance
Winter Park High School 1986 — 1988
GE Capital (formerly Trustreet Properties) February 2007 - Present
Trustreet Properties 2000 - 2007
Skills
ITIL, System Administration, SQL, Integration, Software Project..., Project Management, Management Consulting, Oracle, Team Building, Oracle E-Business Suite, Analysis, IT Strategy, Database Administration, Financial Modeling, IT Management, Vendor Management, Leadership, ERP, Asset Management, Cross-functional Team..., Mergers & Acquisitions, Requirements Analysis, Business Process..., Management, Financial Analysis, Business Analysis, Business Intelligence, Due Diligence
Education
University of Central Florida - College of Business Administration 1990 — 1995
Bachelor's degree, Finance
Winter Park High School 1986 — 1988
William T Snow II's Trustreet Properties Experience April 2003 - January 2006
Job Sr. Transaction Manager at ROC Seniors
Industry Real Estate
Experience
ROC Seniors March 2014 - Present
Dr. Phillips Charities October 2011 - February 2014
SRS Real Estate Partners March 2009 - October 2011
GE Capital Franchise Finance January 2006 - December 2008
Trustreet Properties April 2003 - January 2006
CNL Restaurant Properties 2003 - 2006
Lowndes, Drosdick, Doster, Kantor & Reed, P.A. September 2001 - April 2003
Skills
Real Estate, Due Diligence, Location Intelligence, Commercial Real Estate, Business Development, Lease Negotiations, Corporate Real Estate, Property, Contract Negotiation, Real Estate Economics, Leases, Residential Homes, Brokerage, Sellers, Buyer Representation, Mergers & Acquisitions, Strategic Financial..., Real Estate Transactions, Shopping Centers, Market Analysis, Strategic Planning, Tenant Representation, Lease Administration, Real Estate Development, Entitlements, Portfolio Management, Commercial Lending, Acquisitions, Marketing, Commercial Mortgages, REO, Property Management, 1031 Exchanges, Analysis, Disposition, Selling, Financial Modeling, Valuation, Financial Analysis, Negotiation, Retail, Underwriting, Real Estate Financing, Investments, Sales, Appraisals, Investment Sales, Tenant, Foreclosures, Retail Site Selection
Education
University of Central Florida 2008 — 2009
Certified Financial Planning
University of Central Florida 2001 — 2002
Bachelor of Arts, Legal Studies
University of Central Florida 1995 — 1999
Bachelor of Science, Criminal Justice
ROC Seniors March 2014 - Present
Dr. Phillips Charities October 2011 - February 2014
SRS Real Estate Partners March 2009 - October 2011
GE Capital Franchise Finance January 2006 - December 2008
Trustreet Properties April 2003 - January 2006
CNL Restaurant Properties 2003 - 2006
Lowndes, Drosdick, Doster, Kantor & Reed, P.A. September 2001 - April 2003
Skills
Real Estate, Due Diligence, Location Intelligence, Commercial Real Estate, Business Development, Lease Negotiations, Corporate Real Estate, Property, Contract Negotiation, Real Estate Economics, Leases, Residential Homes, Brokerage, Sellers, Buyer Representation, Mergers & Acquisitions, Strategic Financial..., Real Estate Transactions, Shopping Centers, Market Analysis, Strategic Planning, Tenant Representation, Lease Administration, Real Estate Development, Entitlements, Portfolio Management, Commercial Lending, Acquisitions, Marketing, Commercial Mortgages, REO, Property Management, 1031 Exchanges, Analysis, Disposition, Selling, Financial Modeling, Valuation, Financial Analysis, Negotiation, Retail, Underwriting, Real Estate Financing, Investments, Sales, Appraisals, Investment Sales, Tenant, Foreclosures, Retail Site Selection
Education
University of Central Florida 2008 — 2009
Certified Financial Planning
University of Central Florida 2001 — 2002
Bachelor of Arts, Legal Studies
University of Central Florida 1995 — 1999
Bachelor of Science, Criminal Justice
Sean Hickham's Trustreet Properties Experience 2004 - 2007
Job Senior Vice President, Fund Management, CNL Financial Group
Industry Investment Management
Experience
CNL Financial Group May 2011 - Present
MGGI, Inc 2010 - 2011
Servant Investments 2007 - 2009
Trustreet Properties 2004 - 2007
Metavante 2002 - 2004
Arthur Andersen 1999 - 2001
Maritz 1997 - 1999
Maritz 1993 - 1997
Education
University of Missouri-Saint Louis 1987 — 1990
B.S.B.A, Finance & Economics
CNL Financial Group May 2011 - Present
MGGI, Inc 2010 - 2011
Servant Investments 2007 - 2009
Trustreet Properties 2004 - 2007
Metavante 2002 - 2004
Arthur Andersen 1999 - 2001
Maritz 1997 - 1999
Maritz 1993 - 1997
Education
University of Missouri-Saint Louis 1987 — 1990
B.S.B.A, Finance & Economics
Jocelyn Mennenga's Trustreet Properties Experience February 2004 - September 2005
Job Vice President of Surplus Properties at GE Capital
Industry Real Estate
Experience
GE Capital May 2010 - Present
General Electric February 2007 - May 2010
Trustreet Properties February 2004 - September 2005
CNL Restaurant Properties May 2003 - February 2004
Accenture September 2000 - September 2002
Skills
Negotiation, Contract Negotiation, Real Estate, Selling, Due Diligence, Financial Analysis, Investment Properties, Commercial Real Estate, Valuation, Project Management, Financial Modeling, Real Estate Transactions, Strategic Planning, Process Improvement, Contract Management, Property, Property Management, Real Estate Development
Education
Baylor University - Hankamer School of Business 1996 — 2000
Bachelor of Business Administration (BBA), Management Information Systems, General
Spanish River Community Highschool 1992 — 1996
GE Capital May 2010 - Present
General Electric February 2007 - May 2010
Trustreet Properties February 2004 - September 2005
CNL Restaurant Properties May 2003 - February 2004
Accenture September 2000 - September 2002
Skills
Negotiation, Contract Negotiation, Real Estate, Selling, Due Diligence, Financial Analysis, Investment Properties, Commercial Real Estate, Valuation, Project Management, Financial Modeling, Real Estate Transactions, Strategic Planning, Process Improvement, Contract Management, Property, Property Management, Real Estate Development
Education
Baylor University - Hankamer School of Business 1996 — 2000
Bachelor of Business Administration (BBA), Management Information Systems, General
Spanish River Community Highschool 1992 — 1996
Michael J. Bostedo's Trustreet Properties Experience February 2005 - February 2007
Job Vice President of Operations Lee & Associates
Industry Commercial Real Estate
Experience
Lee & Associates Central Florida January 2014 - Present
Independent November 2011 - December 2013
GE Capital February 2007 - November 2011
Trustreet Properties February 2005 - February 2007
CNL Restaurant Properties October 1997 - February 2005
Skills
Portfolio Management, Credit, Asset Managment, Financial Analysis, Underwriting, Due Diligence, Loans, Asset Management, Real Estate Economics, Mergers & Acquisitions, Investments, Financial Modeling, Valuation, Credit Analysis, Finance, Banking, Capital Markets, Corporate Finance, Financial Risk, Risk Management, Financial Services, Commercial Lending, Commercial Banking, Mortgage Lending, Strategic Financial..., Credit Risk, Equities, Management, Real Estate, Investment Properties
Education
Governors State University 1992 — 1994
Bachelors, Business - Finance
Northern Illinois University 1988 — 1989
Moraine Valley Community College 1986 — 1988
Lee & Associates Central Florida January 2014 - Present
Independent November 2011 - December 2013
GE Capital February 2007 - November 2011
Trustreet Properties February 2005 - February 2007
CNL Restaurant Properties October 1997 - February 2005
Skills
Portfolio Management, Credit, Asset Managment, Financial Analysis, Underwriting, Due Diligence, Loans, Asset Management, Real Estate Economics, Mergers & Acquisitions, Investments, Financial Modeling, Valuation, Credit Analysis, Finance, Banking, Capital Markets, Corporate Finance, Financial Risk, Risk Management, Financial Services, Commercial Lending, Commercial Banking, Mortgage Lending, Strategic Financial..., Credit Risk, Equities, Management, Real Estate, Investment Properties
Education
Governors State University 1992 — 1994
Bachelors, Business - Finance
Northern Illinois University 1988 — 1989
Moraine Valley Community College 1986 — 1988
Dale van Gelder's Trustreet Properties Experience May 2004 - February 2006
Job Senior Vice President at American Realty Capital Properties
Industry Real Estate
Experience
American Realty Capital Properties April 2014 - Present
GE Capital July 2008 - April 2014
GE Capital Solutions Franchise Finance February 2006 - July 2008
Trustreet Properties May 2004 - February 2006
CNL July 2000 - February 2005
Orlando Museum of Art 1999 - 2000
Skills
Asset Management, Portfolio Management, Negotiation, Marketing, Sales, Property, Financial Analysis, Due Diligence, Financial Modeling, Real Estate Economics, Underwriting, Disposition, Valuation, Investments, Real Estate, Loans, Investment Properties, Mergers & Acquisitions, Credit, Leases, Transaction Management, Strategic Planning, Executive Management, Asset Managment, Business Analysis, Lease Negotiations, Commercial Real Estate, Real Estate Transactions, Project Management, Accounting, Process Improvement, REIT, Brokerage, Leadership, Property Management, Corporate Real Estate, Dispositions, Strategy, Appraisals
Education
Rollins College - Crummer Graduate School of Business 2008 — 2010
MBA, Concentrations in Finance and Management
Moravian College 1991 — 1994
BA, Marketing
American Realty Capital Properties April 2014 - Present
GE Capital July 2008 - April 2014
GE Capital Solutions Franchise Finance February 2006 - July 2008
Trustreet Properties May 2004 - February 2006
CNL July 2000 - February 2005
Orlando Museum of Art 1999 - 2000
Skills
Asset Management, Portfolio Management, Negotiation, Marketing, Sales, Property, Financial Analysis, Due Diligence, Financial Modeling, Real Estate Economics, Underwriting, Disposition, Valuation, Investments, Real Estate, Loans, Investment Properties, Mergers & Acquisitions, Credit, Leases, Transaction Management, Strategic Planning, Executive Management, Asset Managment, Business Analysis, Lease Negotiations, Commercial Real Estate, Real Estate Transactions, Project Management, Accounting, Process Improvement, REIT, Brokerage, Leadership, Property Management, Corporate Real Estate, Dispositions, Strategy, Appraisals
Education
Rollins College - Crummer Graduate School of Business 2008 — 2010
MBA, Concentrations in Finance and Management
Moravian College 1991 — 1994
BA, Marketing
David Wesley's Trustreet Properties Experience 2002 - 2004
Job SVP at BB&T
Industry Banking
Experience
Sterling Bank 2007 - 2010
Regions Bank 2004 - 2007
Trustreet Properties 2002 - 2004
Washington Mutual (Formerly Bank United, Houston, TX) 1998 - 2002
SunTrust Banks (Tallahasee, FL & Orlando, FL) 1987 - 1998
Skills
Credit Analysis, Lines Of Credit, Commercial Banking, Commercial Lending, Credit, Equities, Loans, Portfolio Management, Credit Risk, Small Business Lending, Financial Risk, Banking, Valuation, Financial Analysis, Mortgage Banking, Loan Origination, Risk Management, Underwriting, Asset Management, Consumer Lending, Due Diligence, Cash Management, Microsoft Excel, Private Banking, Commercial Mortgages, Real Estate, Treasury Management, Asset Based Lending, Retail Banking, SBA, Mortgage Lending, Finance, Mergers & Acquisitions, Cross Selling
Education
University of Mississippi 1981 — 1983
MBA, Finance
Mississippi State University 1970 — 1974
BS, Banking and Finance
Sterling Bank 2007 - 2010
Regions Bank 2004 - 2007
Trustreet Properties 2002 - 2004
Washington Mutual (Formerly Bank United, Houston, TX) 1998 - 2002
SunTrust Banks (Tallahasee, FL & Orlando, FL) 1987 - 1998
Skills
Credit Analysis, Lines Of Credit, Commercial Banking, Commercial Lending, Credit, Equities, Loans, Portfolio Management, Credit Risk, Small Business Lending, Financial Risk, Banking, Valuation, Financial Analysis, Mortgage Banking, Loan Origination, Risk Management, Underwriting, Asset Management, Consumer Lending, Due Diligence, Cash Management, Microsoft Excel, Private Banking, Commercial Mortgages, Real Estate, Treasury Management, Asset Based Lending, Retail Banking, SBA, Mortgage Lending, Finance, Mergers & Acquisitions, Cross Selling
Education
University of Mississippi 1981 — 1983
MBA, Finance
Mississippi State University 1970 — 1974
BS, Banking and Finance
Dawn Koffarnus's Trustreet Properties Experience March 2005 - December 2005
Job CFO for Second Harvest Food Bank of Central Florida
Industry Financial Services
Experience
Second Harvest Food Bank of Central Florida January 2013 - Present
Coastal Community Action, Inc. September 2010 - January 2013
Synergy CFO, LLC February 2009 - June 2011
Central Florida YMCA December 2005 - February 2009
Trustreet Properties March 2005 - December 2005
Amicus Holdings, Inc (Marketplace Bank & Safeway Select Bank) April 2000 - April 2003
Recoton Corp July 1999 - April 2000
Regions Funding August 1996 - January 1999
Congress Financial Corp. July 1993 - August 1996
Skills
Financial Reporting, Forecasting, Financial Modeling, Budgets, Accounting, Internal Controls, Managerial Finance, Finance, Mergers & Acquisitions, Auditing, Leadership, Strategic Financial..., Sarbanes-Oxley Act, Business Planning, Risk Management, Process Improvement, Analysis, Cash Management, Accounts Receivable
Education
Rollins College - Crummer Graduate School of Business 2003 — 2004
MBA, Finance Concentration
Kennesaw State University - Michael J. Coles College of Business 1989 — 1992
BBA, Accounting
Stetson University
Second Harvest Food Bank of Central Florida January 2013 - Present
Coastal Community Action, Inc. September 2010 - January 2013
Synergy CFO, LLC February 2009 - June 2011
Central Florida YMCA December 2005 - February 2009
Trustreet Properties March 2005 - December 2005
Amicus Holdings, Inc (Marketplace Bank & Safeway Select Bank) April 2000 - April 2003
Recoton Corp July 1999 - April 2000
Regions Funding August 1996 - January 1999
Congress Financial Corp. July 1993 - August 1996
Skills
Financial Reporting, Forecasting, Financial Modeling, Budgets, Accounting, Internal Controls, Managerial Finance, Finance, Mergers & Acquisitions, Auditing, Leadership, Strategic Financial..., Sarbanes-Oxley Act, Business Planning, Risk Management, Process Improvement, Analysis, Cash Management, Accounts Receivable
Education
Rollins College - Crummer Graduate School of Business 2003 — 2004
MBA, Finance Concentration
Kennesaw State University - Michael J. Coles College of Business 1989 — 1992
BBA, Accounting
Stetson University
Sandra Pugh's Trustreet Properties Experience July 1998 - February 2007
Job Assistant Account Manager at BB&T
Industry Insurance
Experience
BB&T January 2010 - Present
First American Title Insurance Company October 2009 - January 2010
GE Capital Solutions February 2007 - February 2009
GE Commercial Finance 2007 - 2009
GE Capital Solutions Franchise Finance 2007 - 2009
Trustreet Properties July 1998 - February 2007
Skills
Commercial Insurance, Insurance, Training
Education
Tuskegee University 1986 — 1989
Bachelors of Science, Business Administration
Polk State College 1982 — 1986
Associates of Arts, Liberal Arts
BB&T January 2010 - Present
First American Title Insurance Company October 2009 - January 2010
GE Capital Solutions February 2007 - February 2009
GE Commercial Finance 2007 - 2009
GE Capital Solutions Franchise Finance 2007 - 2009
Trustreet Properties July 1998 - February 2007
Skills
Commercial Insurance, Insurance, Training
Education
Tuskegee University 1986 — 1989
Bachelors of Science, Business Administration
Polk State College 1982 — 1986
Associates of Arts, Liberal Arts
Natalee Ash's Trustreet Properties Experience 2003 - 2007
Job Principal Support Engineer at Oracle Corporation
Industry Information Technology and Services
Experience
Oracle Corporation June 2008 - Present
GE Capital Solutions - Franchise Finance February 2007 - June 2008
Trustreet Properties 2003 - 2007
Trustreet Properties June 1999 - 2003
Walt Disney World October 1989 - June 1999
Skills
Oracle E-Business Suite, Oracle Applications, Oracle, Business Intelligence, ERP, Disaster Recovery, Integration, Software Project..., Business Analysis, Finance, Financial Analysis, Project Management, Customer Service, Requirements Analysis
Education
University of Central Florida 1995 — 2002
BSBA, Management Information Systems
Springville High School 1974 — 1976
Oracle Corporation June 2008 - Present
GE Capital Solutions - Franchise Finance February 2007 - June 2008
Trustreet Properties 2003 - 2007
Trustreet Properties June 1999 - 2003
Walt Disney World October 1989 - June 1999
Skills
Oracle E-Business Suite, Oracle Applications, Oracle, Business Intelligence, ERP, Disaster Recovery, Integration, Software Project..., Business Analysis, Finance, Financial Analysis, Project Management, Customer Service, Requirements Analysis
Education
University of Central Florida 1995 — 2002
BSBA, Management Information Systems
Springville High School 1974 — 1976
Stacey Marshall's Trustreet Properties Experience 2005 - 2006
Job Tax Senior at International Tax Senior Accountant
Industry Accounting
Experience
International Tax Senior Accountant 2013 - Present
PwC 2011 - 2013
KPMG 2007 - 2009
LarsonAllen 2006 - 2007
Trustreet Properties 2005 - 2006
Ernst and Young LLP 2000 - 2004
Skills
GAAP, Financial Reporting, Internal Controls, Financial Accounting, General Ledger, Financial Analysis, Accounts Payable, QuickBooks, Tax Returns, Income Tax, US GAAP
Education
H. Wayne Huizenga School of Business & Entrepreneurship at Nova Southeastern University 2012 — 2014
Masters in Accounting, Tax and Accounting
Queens College 1997 — 2000
Bachelor of Arts, Accounting
st. jago high 1985 — 1988
high school, High School/Secondary Diplomas and Certificates
International Tax Senior Accountant 2013 - Present
PwC 2011 - 2013
KPMG 2007 - 2009
LarsonAllen 2006 - 2007
Trustreet Properties 2005 - 2006
Ernst and Young LLP 2000 - 2004
Skills
GAAP, Financial Reporting, Internal Controls, Financial Accounting, General Ledger, Financial Analysis, Accounts Payable, QuickBooks, Tax Returns, Income Tax, US GAAP
Education
H. Wayne Huizenga School of Business & Entrepreneurship at Nova Southeastern University 2012 — 2014
Masters in Accounting, Tax and Accounting
Queens College 1997 — 2000
Bachelor of Arts, Accounting
st. jago high 1985 — 1988
high school, High School/Secondary Diplomas and Certificates
Weyerhaeuser
General Growth Properties
American Campus Communities
AvalonBay Communities
Forest City Enterprises
Crown Castle
Macerich
Camden Property Trust