USL Capital
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USL Capital Employees
Sunset Vista Realty February 2014 - Present
Sunset Vista Realty May 2012 - Present
Self September 2002 - December 2013
Charles Schwab & Co 1997 - 2002
USL Capital 1988 - 1996
United Airlines 1986 - 1988
Blue Cross of Calfornia 1984 - 1986
Raychem Corporation 1983 - 1984
Texaco, Inc. 1979 - 1983
Skills
MVS, Operating Systems, Mainframe, Software Installation, Disaster Recovery, Software Documentation, Risk Management, OS/390, Customer Service
Education
Houston Community College 1978 — 1980
Associates, Data Processing
Spectrum Asset Management 1995 - Present
USL Capital January 1988 - January 1995
Education
Boston University Questrom School of Business 1977 — 1981
BSBA, Finance
Nova Delta LLC February 2011 - Present
Alta Bering Management Technology Consultants 2009 - Present
Advantage for Analysts March 2009 - December 2010
babcock & brown June 1997 - March 2009
GATX September 1996 - June 1997
USL Capital August 1987 - September 1996
Bogazici University September 1985 - March 1987
Lawrence Berkeley National Laboratory July 1978 - July 1984
Skills
Mergers, Energy, Risk Management, Capital Markets, Venture Capital, Strategic Planning, Financial Modeling, Investment Banking, Valuation, Renewable Energy, Change Management, Data Analysis, Private Equity, Corporate Finance, SQL, Unix, Start-ups, Business Strategy, Due Diligence, Structured Finance
Education
University of California, Berkeley 1979 — 1984
PhD, Operations Research
University of California, Berkeley 1977 — 1978
MSc, Industrial Engineering & Operations Research
University of California, Berkeley 1974 — 1977
BSc, Industrial Engineering
Tax Team, LLC 1997 - Present
USL Capital 1995 - 1997
Itel Containers International and Itel Rail 1989 - 1995
Franchise Tax Board 1981 - 1985
Skills
Tax, Insurance, Corporate Finance, Corporate Tax, Accounting, Financial Analysis, Financial Reporting, Due Diligence, Auditing, Mergers & Acquisitions, Internal Controls, SEC filings, US GAAP, Sarbanes-Oxley Act, Management, Finance
Education
Golden Gate University 1988 — 1992
MBA, Finance
CSU Fullerton
BA, Accounting
Gimbert Associates January 2014 - Present
Encompass Real Estate Advisors October 2003 - Present
Restore Capital, LLC January 2013 - January 2014
MGP Real Estate, LLC 2000 - 2003
Allied Capital 1997 - 1998
Westchester Realty Advisors, LLC 1996 - 1997
USL Capital 1995 - 1996
GE Capital 1991 - 1995
Carey Winston 1987 - 1991
Travelers Insurance Company 1980 - 1987
Skills
Real Estate Economics, Due Diligence, Real Estate, Asset Management, Valuation, Investments, Commercial Real Estate, Asset Managment, Investment Properties, Portfolio Management, Real Estate Development, Disposition, Brokerage, Real Estate Financing, Capital Markets, Underwriting, Commercial Mortgages, Mortgage Banking, Acquisitions, Loans, Financial Structuring, Finance, Real Estate Transactions, Leases, Corporate Real Estate, Property Management, Dispositions
Education
Virginia Polytechnic Institute and State University 2011 — 2012
Masters, Natural Resources and Leadership in Sustainability
University of California, Berkeley 1976 — 1980
AB, Political Science
EW Consulting April 2015 - June 2015
Staples June 2012 - October 2014
Walmart eCommerce January 2010 - February 2012
Walmart.com March 2006 - January 2010
Ensenda October 2003 - March 2006
UPS Freight Services January 1997 - April 2003
USL Capital June 1993 - December 1996
GE Capital Fleet Services November 1988 - June 1993
Skills
ecommerce, Supply Chain Management, Information Management, Software Development, Software Engineering, Information Architecture, Product Management, Executive Management, Innovation Development, Project Execution, Scalability, Web Services, Web Development, Web Analytics, Data Center, Quality Management, Program Management, Retail Industry, Logistics, Team Leadership, SEO, Supply Chain, Outsourcing, Vendor Management, Business Intelligence, IT Management, IT Strategy, Enterprise Architecture, Mobile, E-commerce, Project Management, Mobile Devices, Leadership, SaaS, Process Improvement, Management, SOA, Start-ups, Cross-functional Team..., Technical Leadership, Strategic Planning, Enterprise Software, Integration, Strategic Leadership, Retail, Software Project..., People Skills, Strategy, Analytics, Agile Methodologies
Education
Harvard Business School 2014 — 2014
Staples Harvard Strategic Leadership Program
Stanford Graduate School of Business 2010 — 2010
Strategic Leadership of Technology and Innovation
University of Maryland College Park 1978 — 1980
MBA, Information Systems
Towson University 1972 — 1976
BS, Mathematics and Business Administration
Law Offices of Joseph B. Schubert April 2007 - Present
Bank of America Legal Department April 1995 - April 2007
USL Capital 1993 - 1995
Education
Yale Law School 1974 — 1977
J.D., Law
Princeton University 1970 — 1974
A.B., Woodrow Wilson School
Cushman & Wakefield November 1996 - Present
US Navy December 1987 - December 2007
USL Capital June 1995 - November 1996
Ann Allison and Associates June 1990 - June 1995
Travelers July 1984 - June 1990
Skills
Valuation, Feasibility Studies, Hospitality, Real Estate, Real Estate Tax Appeals, Automotive
Education
University of Houston 1985 — 1987
MBA, Finance
Southern Methodist University 1980 — 1984
BBA, BA, Real Estate and Finance, Psychology
Lake Highlands High School
21st Century Solutions 1992 - Present
Career Moves/Biz Books 1992 - Present
JVS 2003 - 2014
Lee Hecht Harrison 1999 - 2001
USL Capital 1987 - 1992
Ford Motor Credit Company 1984 - 1988
Skills
Strategic Planning, Non-profits, Nonprofits, Leadership, Coaching, Budgets, Program Development, Leadership Development, Public Speaking, Community Outreach, Fundraising, Teaching, Research, Editing, Training, Volunteer Management, Organizational..., Staff Development, Community Development, Career Counseling, Curriculum Development, Resume Writing, Grants, Grant Writing, Workshop Facilitation, Event Planning, Social Networking, Public Relations, Entrepreneurship, Public Policy, Workforce Development, Career Development, Policy, Book Reviews, Program Evaluation, Executive Coaching, Non-profit..., Higher Education, Newsletters, Board Development, Interviews, Event Management, Community Organizing
Education
University of Detroit Mercy
MBA, Finance
Mobolize July 2014 - Present
LoopUp, previously Ring2 Conferencing October 2007 - June 2014
LoopUp, previously Ring2 Conferencing September 2006 - September 2007
LoopUp, previously Ring2 Conferencing January 2003 - August 2006
Pagoo Communications October 2000 - March 2002
Scient March 2000 - September 2000
Ernst and Young LLP October 1996 - March 2000
USL Capital January 1996 - July 1996
Skills
Business Development, Strategic Partnerships, Channel Partner..., Account Management, Strategy, Go-to-market Strategy, Product Management, Product Development, Telecommunications, Mobile Devices, SaaS, CRM, Start-ups, Enterprise Software, Management, Cross-functional Team..., Leadership, Wireless, Project Management, Sales, Entrepreneurship, B2B, Vendor Management, Management Consulting, Lead Generation
Education
The College of Wooster
BA, Business Economics
The University of Kansas
MBA
Williams-Sonoma, Inc. March 2010 - Present
GATX Corporation January 2004 - November 2009
GATX Corporation February 2000 - January 2004
USL Capital 1989 - 1996
Skills
Quality Center, Test Planning, Enterprise Software, Testing, QTP, Quality Assurance, SDLC, Oracle, Software Quality..., SQL, Java, Selenium, SAP, Test Automation, Agile Methodologies, Test Cases, Agile Project Management, Web Services, User Acceptance Testing, Software Project..., Regression Testing, Requirements Analysis, Integration, Software Documentation, JIRA, XML, Visio, System Testing, Scrum, Manual Testing, Test Management, Project Portfolio..., Software Development, Visual Basic, Unix, Business Analysis, Business Requirements, Requirements Gathering, Databases, Microsoft SQL Server, PeopleSoft, DB2, SharePoint, SoapUI, Data Warehousing, Waterfall, Crystal Reports, Business Intelligence, SOA, Visual Studio
Education
California State University-Sacramento
Bachelor of Science, Management Information Systems
Managed Portfolio Advisors January 2002 - Present
Jurika & Voyles, L.P. 1997 - 2002
USL Capital 1995 - 1996
Education
University of London 2004 — 2009
MS, Development Finance
University of California, Berkeley, Haas School of Business 1992 — 1994
MBA, Finance
University of Michigan 1980 — 1984
BS, Industrial and Operations Engineering
Litman/Gregory October 2011 - Present
American AgCredit July 2010 - August 2011
CB Richard Ellis April 2009 - June 2010
County of Marin January 2009 - March 2009
Babcock & Brown January 2007 - September 2008
GATX January 2000 - December 2006
GATX September 1998 - December 1999
Rockwood Capital May 1997 - August 1998
USL Capital September 1988 - November 1996
Skills
Accounting, Financial Reporting, Finance, Contract Negotiation, Budgets, Management, Auditing, Leadership, Forecasting, Variance Analysis, Loans, Process Improvement, Financial Analysis, Invoicing, Account Reconciliation, Risk Management, Portfolio Management, General Ledger, Analysis, Financial Statements, Mergers, Due Diligence, Real Estate, Financial Services, Strategic Planning, Banking, Mergers & Acquisitions, Debt Management, Business Planning, Data Analysis, Customer Service, Investments, Financial Modeling, Asset Management, Valuation, Strategic Financial..., Corporate Finance
Education
Universidad de Lima 1973 — 1979
BS Accounting, Accounting
Levi Strauss & Co. March 2001 - Present
Marsh Advantage America (Mercer) 1996 - 2001
USL Capital 1992 - 1996
Howard Johnson & Co. 1989 - 1991
Jardine Emmett & Chandler 1987 - 1989
Sedgwick Noble Lowndes 1985 - 1987
Aetna, Inc. 1981 - 1985
Education
Chabot College
A.A., General Education
San Jose State University
B.S., Business Administration
Wells Fargo Practice Finance November 2013 - Present
Pioneer Services November 2011 - October 2013
Wells Fargo Practice Finance/Matsco September 2003 - May 2011
Wells Fargo Practice Finance/Matsco April 2003 - September 2003
Mellon US Leasing 2000 - 2001
Mellon US Leasing May 1998 - 2000
USL Capital 1997 - 1998
US Leasing 1984 - 1996
Skills
Banking, Loans, Risk Management, Credit, Credit Analysis, Training, Investments, Portfolio Management, Accounts Receivable, Software Documentation, Customer Service, Analysis, Accounting, Financial Risk, Management, Finance, Sales, Access, Microsoft Excel, Loan Origination, Mortgage Lending, Invoicing, Financial Analysis, Financial Services, Commercial Lending, Underwriting, Credit Risk, Asset Based Lending, Small Business Lending, Financial Modeling, Relationship Management, Insurance, Strategic Financial..., Executive Management, Structured Finance, Mutual Funds, Due Diligence, Negotiation, Process Improvement, Corporate Finance, Consumer Lending, Call Centers, Lines Of Credit, Asset Management, Loan Servicing, Business Analysis, Mergers & Acquisitions, Funding, Financial Reporting, Residential Mortgages
Education
City College of San Francisco 1980 — 1982
Business Courses
New Horizons Computer Learning CenterCity College of San Francisco