W. P. Carey & Co. LLC
Industry: Real estate investment trust company
DescriptionW. P. Carey Inc. is a real estate investment trust that invests in properties leased to single tenants via NNN leases. The company is organized in Maryland, with its primary office in New York City. As of December 31, 2017, the company owned 887 properties in 17 countries leased to 210 tenants. Headquarters: New York City, NY CEO: Jason E. Fox President: John J. Park Revenue: 848 million USD (2016) Number of employees: 207 (2017) Subsidiaries: W. P. Carey & Co B.V., W. P. Carey & Co Ltd,
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W. P. Carey & Co. LLC Employees
RootedNY LLC August 2014 - Present
Angelo, Gordon & Co. March 2011 - December 2013
W. P. Carey & Co. LLC July 2008 - March 2011
Skills
Real Estate, Commercial Real Estate, Financial Modeling, Investments, Financial Analysis, Underwriting, Investment Properties, Real Estate Transactions, Real Estate Development, Alternative Investments, Valuation, Portfolio Management, Leases, Structured Finance, Finance, Corporate Real Estate, Hedge Funds, Capital Markets, Entrepreneurship
Education
New York University 2013 — 2016
Master of Arts (M.A.), Food Studies
New York University - Leonard N. Stern School of Business 2005 — 2008
B.S., Finance, Accounting
Greenwich Academy 1996 — 2005
High School
Ogilvy & Mather Worldwide January 2011 - February 2013
Atlanta Journal Constitution June 2008 - October 2010
Ogilvy & Mather Worldwide September 2005 - April 2008
W. P. Carey & Co. LLC February 2002 - September 2005
Sony Electronics February 2001 - December 2001
Ian Schrager Company June 1998 - February 2001
The Peninsula New York March 1996 - January 1998
Skills
Event Planning, Logistics, Social Media, Advertising, Marketing Communications, Event Management, Team Building, Budgets, Project Management, Recruiting, Training, Management, Leadership, Time Management, Human Resources
Education
Indiana University of Pennsylvania 1989 — 1994
B.Sc., Communications Media
Full Sail University 1992 — 1993
Associates, Recording Engineering
American Management Association 2012 — 2012
Certification in Recruiting, Interviewing & Selecting Employees
Mitsubishi International Corporation March 2008 - Present
Perry Ellis International August 2007 - February 2008
W. P. Carey & Co. LLC January 2003 - August 2007
Goldman Sachs Group Inc July 2002 - January 2003
Chanel September 2001 - January 2002
Education
St. John's University, The Peter J. Tobin College of Business 1998 — 2002
B.S. Degree, Business Management
Gramercy Property Trust June 2012 - Present
Annaly Capital Management, Inc. June 2011 - June 2012
Northcliffe Asset Management October 2010 - June 2011
W. P. Carey & Co. LLC June 1998 - October 2010
Skills
Investments, Asset Managment, Financial Analysis, Financial Modeling, Real Estate, Portfolio Management
Education
Dalhousie University 1994 — 1998
Bachelor of Science (BSc), Economics
University of King's College 1994 — 1998
Bachelor of Science (BSc), Economics
US Government Accountability Office August 2014 - Present
Goldman School of Public Policy June 2014 - August 2014
Bessemer Trust February 2012 - June 2012
Kaplan Test Prep and Admissions September 2010 - June 2012
W. P. Carey & Co. LLC December 2010 - January 2012
Cornell University Library April 2007 - May 2010
On Site Volunteer Services June 2008 - September 2008
Skills
Research, Data Analysis, Stata, R, Microsoft Excel, Statistics, Econometrics, Writing, Editing, Policy Analysis, Visual Basic, Public Speaking, Community Outreach
Education
The Hertie School of Governance 2013 — 2014
Master of Public Policy, Public Policy Analysis
Syracuse University - Maxwell School of Citizenship and Public Affairs 2012 — 2013
Master of Public Administration (MPA), State and Local Government Finance, Program Evaluation
Cornell University 2006 — 2010
Bachelor of Arts, Philosophy, Inequality Studies
W. P. Carey Inc. October 2012 - January 2013
W. P. Carey & Co. LLC March 2012 - December 2012
W. P. Carey & Co. LLC June 2006 - March 2012
W. P. Carey & Co. LLC January 2004 - June 2006
W. P. Carey & Co. LLC October 1998 - January 2004
Skills
Financial Reporting, Process Improvement, IT Strategy, Project Management, Leadership, Financial Analysis, Strategic Planning, Due Diligence, Sarbanes-Oxley Act, Business Process..., Management
Education
Wayne State University
BA, Sociology, Social Research
Milano School of International Affairs, Management, and Urban Policy
Non-Degree Graduate Course Work, Organizational Change Management
Pace University
Non-Degree, Accounting
Thurston
J.Crew November 2014 - Present
Rice & Dore Associates August 2012 - November 2014
Doyle New York June 2012 - August 2012
W. P. Carey & Co. LLC June 2011 - December 2011
New Britain Museum of American Art January 2011 - May 2011
Sotheby's June 2010 - August 2010
Skills
PowerPoint, Microsoft Office, Microsoft Word, Fine Art, Adobe Creative Suite, Research, Event Management
Education
Trinity College-Hartford 2008 — 2012
Bachelor of Arts (B.A.), Art History
The Williamson Team - Douglas Elliman Real Estate August 2014 - Present
Independent Consultant November 2012 - Present
MetLife March 2013 - January 2014
W. P. Carey & Co. LLC 2012 - December 2012
Geller & Company October 2006 - June 2012
Commerce America 2005 - 2006
Cybertech 2003 - 2005
Skills
Graphic Design, Web Design, Corporate Branding, Adobe Creative Suite, Logo Design, QuarkXPress, Corporate Identity, Layout, Brochures, Dreamweaver, Graphics, Adobe Acrobat, InDesign, PowerPoint, Flash, HTML, Photoshop, Mac, Event Planning, Art Direction, CSS, Typography, User Interface Design, Creative Direction, Social Media Marketing, OS X, Email Marketing
Education
Parsons School of Design 2009 — 2011
Certification, Graphic/Digital Design
CUNY Queens College
BA, English
Apptio June 2014 - Present
PwC August 2011 - June 2014
RTI International April 2009 - August 2009
W. P. Carey & Co. LLC June 2006 - October 2008
Skills
Auditing, US GAAP, SEC filings, Financial Reporting, GAAP, Internal Controls, Financial Accounting, Sarbanes-Oxley Act, Financial Analysis, General Ledger, Financial Statements, Project Management, Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2011
Masters
State University of New York at Buffalo 2002 — 2006
BS
Mitsubishi International Corporation March 2008 - Present
Perry Ellis International August 2007 - February 2008
W. P. Carey & Co. LLC January 2003 - August 2007
Goldman Sachs Group Inc July 2002 - January 2003
Chanel September 2001 - January 2002
Skills
Applicant Tracking..., Human Resources, Employee Benefits, New Hire Orientations, Interviews, Recruiting, HRIS, Payroll, Databases, Microsoft Office, HR Policies
Education
St. John's University, The Peter J. Tobin College of Business
BS, Business Management
W. P. Carey & Co. LLC February 2012 - Present
New York Life Insurance Company May 2011 - February 2012
Deloitte August 2009 - May 2011
Deloitte April 2008 - August 2009
Deloitte June 2007 - April 2008
Skills
Accounting, SEC reporting, Financial Reporting, Securitization, Asset Management
Education
University of Richmond - Robins School of Business 2003 — 2007
BSBA, Accounting
The Hotchkiss School 1999 — 2002
UPS April 2012 - Present
UPS March 2010 - April 2012
UPS March 2006 - March 2010
TAG Investments February 2005 - August 2005
W. P. Carey & Co. LLC May 1998 - January 2005
Skills
Customer Service, Customer Engagement, Change Leadership, Business Strategy, Strategy Development, Plan Execution, Market Research, Marketing Strategy, Value Proposition..., Presentation Development, Project Planning, Budgetary Management, Cost Accounting, Program Management, Financial Modeling, Financial Analysis, Personal Development, Database Administration, Teaching Skills, Teaching Adults, Youth Mentoring, Volunteer Engagement, Business Management, Small Business, Budgets, Marketing, Teaching, Management, Strategy, Finance, Network Marketing..., Integration, Supply Chain, Access, Operations Management, Leadership, Logistics, Change Management, Value Propositions
Education
Comair Aviation Academy 1995 — 1996
Professional Certificate, Aeronautics/Aviation/Aerospace Science and Technology, General
Tulane University 1990 — 1994
BA, Economics (Banking and Finance)
Vanbarton Group LLC June 2015 - Present
Emmes Asset Management August 2014 - June 2015
Campus Evolution Villages, LLC March 2013 - July 2014
Retail Opportunity Investments Corp. August 2012 - March 2013
W. P. Carey & Co. LLC November 2010 - August 2012
Vornado Realty Trust May 2008 - November 2010
Friedman LLP 2003 - 2006
Skills
Accounting, GAAP, Financial Reporting, SEC filings, Sarbanes-Oxley Act, Internal Controls, Auditing, Cash Flow, Financial Analysis, Financial Modeling, QuickBooks, Tax, Accounts Payable, Due Diligence, Cash Management, General Ledger, Corporate Tax, Financial Accounting, US GAAP, Real Estate, SEC Filings, Finance, Budgets, CPA, Financial Statements, Valuation, Asset Management, Mergers & Acquisitions, Corporate Finance, Property Management, Microsoft Excel, Internal Audit, Management, Private Equity, Leadership, Financial Audits, Variance Analysis, Leases, Forecasting, Payroll, Real Estate Transactions, External Audit, Analysis, Financial Planning, Portfolio Management, IFRS, Consolidation, Commercial Real Estate, Real Estate Economics
Education
The Institute of Chartered Accountants of India 1998 — 2001
Charterd Accountant, Accounting and Finance
University of calcutta
Bachelor's degree, Accounting and Finance
CRE Development, Inc. 1997 - Present
O'Connor Capital Partners 2006 - 2011
W. P. Carey & Co. LLC 1999 - 2004
Skills
Real Estate Economics, Real Estate Development, Environmental..., Land Entitlement &..., Construction Management, Project Finance, Acquisitions, Underwriting, Real Estate, Zoning, Real Estate Financing, Disposition, Entitlements, Commercial Real Estate, Due Diligence, Location Intelligence, Corporate Real Estate, Land Acquisition, Real Estate Transactions, Shopping Centers, Asset Management, Investment Properties, Investments, Valuation, Dispositions
Education
Central Michigan University
BS in BA, Finance
Massachusetts Institute of Technology
MS, Real Estate Development
W. P. Carey & Co. LLC February 2012 - Present
UBS Investment Bank 2008 - July 2011
PricewaterhouseCoopers 1999 - 2005
A.T. Kearney 1997 - 1998
Coopers & Lybrand 1996 - 1996
Skills
Project Management, Analysis, Governance, Finance, Financial Modeling, Investment Banking, Private Equity, Equities, Financial Analysis, Series 7, Asset Management, Financial Services, Investments, Strategy, Internal Audit, Management Consulting, Portfolio Management, Fixed Income, Strategic Planning, Valuation
Education
University of Pennsylvania - The Wharton School 1995 — 1997
Master of Business Administration, Finance and Operations
The University of Akron 1990 — 1993
Bachelor of Science, Computer Science, Minor in Business
T3 Micro February 2012 - December 2014
BeachMint September 2011 - February 2012
welovenice.com May 2010 - February 2012
BORBA, Inc. February 2011 - August 2011
Smashbox Cosmetics June 2006 - June 2010
Edelman October 2005 - June 2006
W. P. Carey & Co. LLC July 2002 - July 2005
Skills
Email Marketing, Social Media, E-commerce, Advertising, Video Production, Public Relations, Copywriting, Fashion, Beauty, Digital Marketing, Social Media Marketing, Marketing Communications, Market Research, Direct Marketing, Marketing Strategy, Beauty Industry, Start-ups, Product Development, Brand Development, Team Leadership, Brand Management
Education
Arizona State University 1998 — 2002
Bachelor of Science, Marketing
Thompson Partners LLC 2000 - Present
Serious Energy 2011 - 2012
W. P. Carey & Co. LLC 1998 - 2000
Devon Properties 1997 - 1998
UBS Global Asset Management 1992 - 1996
Jones Lang Wooton Realty Advisors 1991 - 1992
Prudential Realty Group 1987 - 1991
Skills
Disposition, Real Estate, Commercial Real Estate, Acquisitions, Retail, Loans, Asset Managment, Real Estate Economics, Asset Management, Real Estate Development, Valuation, Property, Portfolio Management, Investments, Marketing, Renewable Energy, Finance, Venture Capital, Business Development, Strategic Planning, Real Estate Transactions, Shopping Centers
Education
Cornell University - Johnson Graduate School of Management 1985 — 1987
MBA, Finance
Clarkson University 1979 — 1981
BS, Civil Engineering
St. Lawrence University 1976 — 1979
BS, Mathematics
The Trout Group February 2015 - Present
Ten Paces Media January 2015 - February 2015
Brean Capital, LLC March 2014 - January 2015
J.C. Flowers & Co. LLC April 2013 - March 2014
Brean Capital, LLC November 2012 - April 2013
W. P. Carey & Co. LLC January 2012 - November 2012
Global Real Estate Group, AIG Investments June 2007 - May 2011
AIG Investments June 2006 - July 2007
Corporate Executive Board February 2005 - June 2006
Skills
CRM, Mutual Funds, Management, Corporate Finance, Emerging Markets, Finance, Equity Research, New Business Development, Mergers & Acquisitions, Financial Modeling, Marketing, Risk Management, Financial Services, Securities, Banking, Venture Capital, Strategy, Trading, Series 7, Business Development, Investor Relations, Economics, Financial Markets, Investment Management, Investment Strategies, Series 63, Options, Capital Markets, Investments, Valuation, Equities, Hedge Funds, Asset Management, Private Equity, Bloomberg, Market Research, Business Analysis, Alternative Investments, Marketing Strategy, Analysis, Business Strategy, Social Media, Sales, Project Management
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Marketing
The George Washington University - School of Business 2001 — 2005
BBA, International Business and Marketing
Sciences Po 2003 — 2003
Intensive Business Courses
Saudi Arabian International School 1995 — 2001
Comcast NBCUniversal November 2014 - Present
Comcast NBCUniversal December 2011 - Present
W. P. Carey & Co. LLC May 2011 - December 2011
Viacom March 2007 - May 2011
KPMG August 2001 - January 2007
Skills
SEC filings, Financial Reporting, Auditing, Financial Analysis, Sarbanes-Oxley Act, US GAAP, Internal Controls, Financial Accounting, Accounting, GAAP, Financial Modeling
Education
Hofstra University 1999 — 2001
BBA, Accounting
Carnegie Mellon University 1997 — 1999
William Floyd High School
Metropolitan Opera May 2013 - Present
Ketchum Public Relations September 2010 - July 2013
Metropolitan Opera July 2012 - March 2013
Long Ridge Partners May 2008 - March 2010
The Santa Fe Opera 2008 - 2010
Valencia Community College August 2006 - May 2008
Avenue Capital Group June 2004 - July 2005
Boston University Opera Institute January 2003 - May 2004
W. P. Carey & Co. LLC May 2001 - May 2002
Music Conservatory of Westchester May 2000 - May 2001
Skills
Management, Singing, Event Planning, Research, Fundraising, Event Management, PowerPoint, Outlook, Social Media, Microsoft Excel, Microsoft Office, Microsoft Word, Editing, Public Relations, Public Speaking, Marketing, Access, Customer Service, Marketing Communications, Human Resources, Facebook, Recruiting, Teaching, Nonprofits, Social Networking
Education
Boston University 2002 — 2004
MM, Voice Performance
University of Illinois at Urbana-Champaign 1997 — 1998
1 year Master of Music study
University of Florida 1993 — 1997
BM, Voice Performance
PlanB Consulting October 2008 - Present
W. P. Carey & Co. LLC June 2008 - October 2008
The Domain Companies April 2008 - June 2008
Fisher Brothers November 2006 - April 2008
Cushman & Wakefield May 2005 - November 2006
Phillips International Holding Corp November 2004 - April 2005
The Lefrak Organization June 2004 - November 2004
Sentinel Real Estate September 2001 - May 2004
Skills
Microsoft Project 2010, Yardi, JD Edwards, MRI, SkyLine, AS 300, CTI, Crystal Reports, Forecasting, Accounting, Variance Analysis, Budgeting, Financial Modeling, Construction, Real Estate, Letters Of Credit, Contract Negotiation, Cash, Reconciliation, Analysis, Modeling, Financial Reporting, Financial Analysis, Inventory Management, Customer Relations, Research, Excel, Microsoft Office, Derivatives, Scheduling, Discussions, Public Finance, Spreadsheets, Pensions, General Ledger, Cash Flow, Quickbooks, Occupy Wall..., Budgets, Process Scheduler, Microsoft Excel, Strategic Planning, MS Project, Account Reconciliation, QuickBooks, Corporate Finance, Management, Customer Service, Leadership, Investments
Education
Capella University 2011 — 2015
Doctor of Philosophy (Ph.D.), Banking, Corporate, Finance, and Securities Law, 4.0
The Keller Graduate School of Management 2011 — 2012
MPM, Project Managment (July 2011-Feb 2012)
The Keller Graduate School of Management 2009 — 2011
MBA, Management & CPA (Finished) 3.63 GPA
NYS 2006 — 2006
NP, Notary Public
City University of New York-Hunter College 1996 — 2001
BS, Accounting
City University of New York-Hunter College 1996 — 2001
BA, Political Science
Pohs Institute of Insurance 1995 — 1995
Coursework, Property & Casualty
JWT August 2010 - Present
Emmspace Design September 2005 - Present
W. P. Carey & Co. LLC August 2008 - September 2010
CG+M Advertising and Design June 2006 - February 2008
Group C January 2005 - May 2006
Skills
Graphic Design, Art Direction, Logo Design, Web Design, Adobe Creative Suite, InDesign, Photoshop, Illustrator, Advertising, Brochures, Branding Ideas, Creative Conception, Campaign Concepting, T-shirt Graphics, PowerPoint, HTML, CSS, Screen Printing, Pre-press, Creative Direction, Typography, Corporate Identity, Layout, Branding & Identity, Interaction Design, Concept Development, Visual Communication, Creative Strategy, Mac, QuarkXPress, Image Manipulation, Graphics, User Interface Design, Posters, Brand Development, User Experience, Illustration, Experience Design, Packaging, Adobe Acrobat, Dreamweaver, Concept Design, User Experience Design, Information Design
Education
School of Visual Arts 2003 — 2005
MFA, Graphic Design
Rutgers Business School 1995 — 1998
BA, English
Emerson College 1991 — 1993
BA, Film, Creative Writing
CIT February 2014 - Present
CIT April 2006 - February 2014
W. P. Carey & Co. LLC April 2001 - April 2006
Office of the Mayor City of New York/Rudy Giuliani June 1997 - April 2001
Edelman Public Relations November 1994 - June 1997
Skills
Crisis Communications, Media Relations, Internal Communications, Public Relations, Corporate Communications, Thought Leadership, Executive Communications, Strategic Communications, Journalism, Message Development, Speech Writing, Integrated Marketing, Press Releases, Marketing Communications, Messaging, Strategy, Public Affairs, Reputation Management, Communication Training, Editing
Education
Columbia University - Columbia Business School 2005 — 2006
MBA
Arizona State University 1989 — 1994
BA, Broadcasting - Walter Cronkite School of Journalism and Mass Communication
Delbarton 1985 — 1989
High School Diploma
Cushman & Wakefield July 2012 - Present
CBRE March 2011 - July 2012
Prudential Douglas Elliman The De Niro Group July 2010 - March 2011
Tungsten Properties August 2009 - July 2010
W. P. Carey & Co. LLC 2008 - 2008
Skills
Commercial Real Estate, Brokerage, Real Estate Transactions, Leases, Real Estate, Investment Properties, Property, Real Estate Economics, Lease Negotiations, Disposition, Location Intelligence, Valuation, Corporate Real Estate, Real Estate Development, Retail Strategy and..., Tenant Representation, Retail Leasing, Dispositions
Education
Lehigh University - College of Business and Economics 2006 — 2009
Finance, Accounting, Real Estate, Philosophy
Lehigh University 2005 — 2009
BA, Finance, Accounting, Real Estate, Philosophy
Veritas Investments Inc August 2014 - Present
Arc Capital Partners January 2014 - June 2014
Mesa West Capital June 2013 - August 2013
W. P. Carey & Co. LLC June 2007 - August 2012
Education
University of California, Los Angeles - The Anderson School of Management 2012 — 2014
Master of Business Administration (MBA)
Arizona State University - W. P. Carey School of Business 2003 — 2007
Bachelor of Science, Finance
Pandora March 2015 - Present
Pandora September 2013 - February 2015
Dow Jones April 2013 - August 2013
Dow Jones August 2011 - March 2013
Dow Jones January 2009 - August 2011
W. P. Carey & Co. LLC September 2007 - October 2008
Arizona State University August 2005 - December 2006
Guy Carpenter June 2006 - September 2006
Skills
Strategy, Marketing, Business Strategy, Analysis, Salesforce.com, Online Advertising, Digital Media, Digital Strategy, Advertising, Interactive Advertising, Management, Advertising Sales, Social Media Marketing, New Business Development
Education
Villanova University 2007 — 2007
Bachelor's Degree, Accounting and Finance
Arizona State University - W. P. Carey School of Business 2002 — 2007
Bachelor of Science (B.S.), Accounting and Finance
Fallon Health July 2015 - Present
Senior Whole Health February 2014 - July 2015
Central Massachusetts Independent Physician Association, LLC April 2010 - February 2014
Hill Street Capital LLC 2005 - 2008
Fisher Brothers May 2001 - August 2005
W. P. Carey & Co. LLC February 1999 - April 2001
Skills
Due Diligence, Flexible Schedule, OneNote, Registration, Program Management, Disease Management, Physicians, Health Policy, Practice Management, Health Education, EMR, EHR, Healthcare, Medicare, Healthcare Information...
Education
Patten University
BA Management
GoHealth July 2014 - Present
Healthbox Accelerator January 2014 - April 2014
Anheuser-Busch InBev June 2013 - August 2013
Deloitte August 2010 - August 2012
W. P. Carey & Co. LLC 2008 - 2010
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
Georgetown University - The McDonough School of Business 2004 — 2008
Bachelor of Sciences, Business Administration, Finance and International Business
W. P. Carey Foundation 2008 - Present
W. P. Carey & Co. LLC July 2005 - October 2012
OnStar June 2004 - August 2004
Skills
Investments, Financial Modeling, Portfolio Management, Finance, Leadership, Real Estate, Valuation, Financial Analysis, Financial Accounting, Investment Management, Due Diligence, Private Equity, Equities, Corporate Finance
Education
Arizona State University 2000 — 2005
Barrett Honors College
Arizona State University - W. P. Carey School of Business 2000 — 2005
B.S., Finance
Stonemar Properties March 2015 - Present
Monday Properties August 2012 - March 2015
Barker Realty January 2012 - July 2012
Santa Fe Natural Tobacco Company March 2010 - June 2011
W. P. Carey & Co. LLC January 2008 - December 2008
Monday Properties June 2006 - December 2007
Boston Properties November 2005 - May 2006
MMA Financial December 2004 - November 2005
American Continental Properties June 2003 - April 2004
C&L Financial, Inc. May 2000 - May 2003
Skills
Accounting, Excel, Real Estate, Real Estate Development, GAAP, Auditing, Account Reconciliation, Microsoft Excel, Cash Flow, General Ledger, Budgets, Commercial Real Estate, Finance, Variance Analysis, Real Estate Transactions, Microsoft Office, Accounts Payable, Financial Analysis, MRI, Yardi, Tax, Kardin, Sage, Timberline, PeopleSoft, QuickBooks, Peachtree, FASB, Word, PowerPoint, JD Edwards, Internal Controls, Accounts Receivable, Financial Statements, Financial Reporting, Corporate Finance, Fixed Assets, Outlook, Management, Leadership, Due Diligence, Analysis, Accruals, Cash Management, Journal Entries, Leases, Bank Reconciliation
Education
Baruch College, City University of New York (CUNY) 2015 — 2019
Master of Business Administration (MBA), Real Estate & Urban Development Economics
Golden Gate University 2002 — 2003
Accountancy
University of California, Davis 1994 — 1996
BA, English Literature
Privately Held; Information Technology and Services Industry October 2012 - Present
Horizons Today, LLC June 2011 - 2012
W. P. Carey & Co. LLC 2001 - 2004
Technology Consulting, Inc. 1998 - 2001
PPB, Inc. / Radiation Therapy Associates, Inc. 1991 - 1998
Skills
Strategic Planning, Marketing, Marketing Strategy, Marketing Communications, Business Development, Sales, Management, Recruiting, New Business Development, Strategy, Leadership, Human Resources, Team Building, Organizational..., Contract Negotiation
Education
Northwestern State University
W. P. Carey & Co. LLC June 2000 - Present
Education
Harvard Business School 1998 — 2000
MBA
University of Pennsylvania 1986 — 1991
BSME
University of Pennsylvania - The Wharton School 1986 — 1991
BS
W. P. Carey & Co. LLC April 2012 - Present
Chilton Investment Company October 2009 - April 2012
Real Time Trading Technologies (Lumineye) January 2008 - October 2009
Mars & Co. January 2006 - December 2007
Integrated Solutions May 2003 - January 2006
Skills
Disaster Recovery, Citrix, Active Directory, VMware, Blackberry Enterprise..., IT Management, Business Continuity, IT Strategy, DNS, vSphere, SAN, Cisco Technologies, Vendor Management, Microsoft Exchange, VMware ESX, Systems Engineering, Firewalls, Microsoft SQL Server, Virtualization, Data Center, VMware Infrastructure, Servers, DHCP, VBScript, Powershell, Budgets, Cisco UCS, MCSA, MCP, Symantec, Avaya, GoodLink, EzeOMS, Nimble Storage, FINRA, Dell PowerEdge Servers, Dell Compellent, SEC, Compliance, Riverbed, Agile Project Management, VCP 5, SRM, Solarwinds, WhatsUp Gold, IT Budgeting, Ruby on Rails, Mobile Enterprise, ITIL v3 Foundations..., Microsoft Certified...
Education
New York University 2009 — 2011
MS, Management of Technology
New York University 2009 — 2011
Certificate, Project Management
University of Rhode Island 2000 — 2004
Carlton Group December 2014 - Present
Thor Equities January 2013 - December 2014
W. P. Carey & Co. LLC 2011 - 2012
PRP, LLC 2009 - 2011
The Blackstone Group 2006 - 2009
Merrill Lynch 2005 - 2006
Ernst & Young May 2004 - August 2004
Goldman Sachs December 2003 - January 2004
Soros Fund Management May 2003 - August 2003
Education
Lehigh University - College of Business and Economics 2001 — 2005
BS, Accounting
The Collegiate School 1988 — 2001
W. P. Carey & Co. LLC 2002 - Present
International Rescue Committee 1992 - 1996
GetMusic 1975 - 1976
Education
Teachers College of Columbia University 1987 — 1989
MA, Health Education
Wartburg College 1973 — 1977
BME, Music Education
Florence HIgh School
LPL Financial November 2012 - Present
G2 Polska Sp. z o.o. September 2011 - September 2012
W. P. Carey & Co. LLC March 2010 - September 2010
LPL Financial January 2007 - December 2009
SAIC October 2005 - January 2007
Skills
.NET, Microsoft SQL Server, C#, ASP.NET, AngularJS, CSS, Bootstrap, JavaScript, WCF, ASP.NET Web API, Web Services, Software Development, SQL, XML, TFS, SOA, T-SQL, ASP.NET MVC, Design Patterns, Microsoft Technologies
Education
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2005
Bachelor of Engineering (B.E.), Electrical & Computer Engineering, Computer Science
Care Animal Hospital December 2003 - Present
W. P. Carey & Co. LLC April 1998 - December 2003
Education
Northwestern University - Kellogg School of Management 2003 — 2006
Master of Business Administration (M.B.A.)
The Johns Hopkins University 1991 — 1995
Bachelor of Science (B.S.), Materials Science & Engineering
W. P. Carey & Co. LLC March 2011 - Present
Scarsdale VAC November 2001 - Present
Jefferson Wells February 2010 - February 2011
Market Resolve June 2009 - December 2009
Lefrak Organization April 2008 - September 2008
Geller & Co February 2005 - 2008
JP Morgan Chase 1982 - 2004
Chemical Bank 1982 - 1992
Skills
Financial Modeling, Cash Management, Risk Management
Education
Queens College 1978 — 1982
Moody's Investor Service 2003 - Present
W. P. Carey & Co. LLC May 2002 - August 2002
Jones Lang LaSalle January 1998 - June 2001
Skills
Real Estate Economics, CMBS, Valuation, Due Diligence, Financial Modeling, Asset Managment, Investments, Structured Finance, Financial Analysis, Real Estate, Investment Banking, Financial Structuring, Private Equity, Securitization, Mezzanine, Asset Management, Equities, Capital Markets, Corporate Finance, Hedge Funds, Loans, Credit Risk, Credit Analysis, Fixed Income, Real Estate Financing, Portfolio Management, Credit, Brokerage, Emerging Markets
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Finance / Real Estate
William & Mary 1993 — 1996
BA, Econ / Math
W. P. Carey & Co. LLC AssistantDeloitte2003 - 2005
Education
Rutgers University-New Brunswick 1999 — 2003
Schulte Roth & Zabel LLP October 2012 - Present
Schulte Roth & Zabel LLP May 2011 - August 2011
United States Bankruptcy Court June 2010 - August 2010
W. P. Carey & Co. LLC October 2008 - June 2009
Deutsche Bank June 2006 - January 2008
Merrill Lynch May 2005 - August 2005
Education
Columbia University School of Law
J.D., Law
University of Pennsylvania - The Wharton School 2002 — 2006
B.S. Economics, Finance
Tammy Kleinman LLC December 2003 - Present
Jazzercise Inc. August 2006 - 2015
Hewitt Associates October 2000 - December 2003
Mercer September 1998 - September 2000
W. P. Carey & Co. LLC 1997 - 1998
Mercycare 1994 - 1995
Skills
Corporate Communications, Editing, Internal Communications, Strategic Communications, Marketing Communications, Copywriting, Blogging, Public Relations, Communication Training, Communications Planning, Social Media, Public Speaking, Research Design, Event Management, Human Resources, Employee Engagement, Bakery, Writing, Creative Nonfiction..., Events Coordination, Newsletters, Press Releases
Education
State University of New York at Albany 1990 — 1993
BA with honors, English
State University of New York at Albany 1990 — 1993
Bachelor's degree, English Language and Literature, General
Social Security Administration April 2014 - Present
The Hanover Insurance Group October 2011 - April 2014
Long Island Women's Agenda June 2010 - May 2012
Law Office of Jayashri S. Cuffey, P.C. April 2008 - October 2011
SBI Campus - an affiliate of Sanford-Brown Institute January 2009 - February 2009
AutoOne Insurance February 2004 - October 2007
Travelers Insurance September 2001 - February 2004
Law Offices of Guercio & Guercio October 2000 - September 2001
W. P. Carey & Co. LLC September 1984 - May 1997
Skills
Litigation, Legal Research, Civil Litigation, Arbitration, Personal Injury, Insurance, Commercial Litigation, No Fault, Legal Writing, Examinations under oath, Depositions, Employee Training, Development Of Employees, Accounts Payable, Cash Management, Financial Reporting, Management, Non-profit Volunteer, Non-profit Leadership, Litigation Management
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1997 — 2000
JD, Law
Fordham University 1981 — 1985
B.S., Public Accounting
New Rochelle High School 1978 — 1981
High School Diploma
Orkin Pest Control September 2012 - Present
Orkin Pest Control 2011 - Present
Boise Contemporary Theater 2000 - Present
Idaho Shakespeare Festival 2000 - Present
Wide Eyed Productions 2007 - October 2011
W. P. Carey & Co. LLC May 2005 - October 2011
Korn/Ferry International October 2000 - October 2004
Skills
Budgets, Strategic Planning, Project Management, Social Media, Microsoft Office, Microsoft Excel, Leadership, Program Management, Management Consulting, Business Strategy, Customer Service, Public Speaking, Marketing Strategy, Financial Analysis, Retail, Process Improvement, Outlook
Education
George Fox University 2011 — 2014
Master of Business Administration (MBA)
Boise State University 1996 — 2000
B.A., Theater Arts
Bechstein America LLC May 2012 - Present
W. P. Carey & Co. LLC April 2006 - June 2011
PwC September 2002 - March 2006
Skills
GAAP, General Ledger, Financial Reporting, SEC filings
Education
Siena College 1998 — 2002
Accounting
The RSP Companies July 2013 - Present
Independent Contractor August 2011 - June 2013
W. P. Carey & Co. LLC May 2012 - August 2012
Himmelrich Associates, Inc. July 2009 - July 2011
Himmelrich Associates July 2006 - July 2009
Education
Georgetown University - The McDonough School of Business 2011 — 2013
MBA
Rice University 2002 — 2006
BA
St. Paul's School 1995 — 2002
Oolong August 2013 - Present
Capital Asset Exchange & Trading, LLC September 2010 - February 2013
W. P. Carey & Co. LLC January 2009 - September 2010
Texas Energy Holdings, Inc. June 2008 - June 2009
GMAC Commercial Finance June 2007 - June 2008
Skills
Investments, Alternative Investments, Financial Analysis, Equities, Asset Managment, Valuation, Series 7, Financial Modeling, Due Diligence, Negotiation, Strategic Planning, Portfolio Management, Series 63, Sales Management, Operations Management, Account Management, International Sales, International Trade, International..., International Logistics, Real Estate Private..., Commercial Real Estate..., Oil & Gas Industry, Cosmetics, Entrepreneurship
Education
Colorado State University 2003 — 2007
Bachelor of Science (BS), International Finance
W. P. Carey & Co. LLC October 2012 - Present
FelCor Lodging Trust 1995 - April 2012
Executives In Action 2012 - 2012
Integra - A Hotel and Restaurant Company (Brock Hotel Corporation / ShowBiz Pizza Time) 1981 - 1995
Deloitte 1977 - 1980
Skills
Developed World-Class..., Capital Markets, SEC Reporting/XBRL, Mergers, Acquisitions..., Systems Integration, Tax, Risk Management, Audit, Planning and Budgeting, Cost Containment, Build and develop staff, Establish internal..., Solution-focused..., CPA, IT Management, 8-K, SEC Financial Reporting, XBRL, MD&A, Sarbanes-Oxley Act, Financial Accounting, SEC filings, Financial Analysis, Acquisitions, Forecasting, GAAP, Mergers, Internal Controls, Financial Reporting, SEC, Accounting, Corporate Finance, Strategic Financial..., Budgets, Finance, Real Estate, Sarbanes-Oxley, Divestitures, Strategic Planning, Financial Statements, Enterprise Risk..., Internal Audit, Due Diligence, Corporate Governance, 10Q, 10K, S-4, Proxy Statements, S-1
Education
The University of Kansas
BS, Business, Accounting
W. P. Carey Inc. September 2013 - Present
M2057 by Maria Pinto June 2013 - September 2013
Kellogg School of Management August 2011 - June 2013
Citi June 2012 - August 2012
W. P. Carey & Co. LLC February 2007 - August 2011
The Dilenschneider Group October 2005 - January 2007
Education
Northwestern University - Kellogg School of Management 2011 — 2013
Master of Business Administration (M.B.A.), Marketing and Entrepreneurship
Barnard College 2001 — 2005
BA, English - Creative Writing
Columbia University in the City of New York 2001 — 2005
Bachelor of Arts, English
Northwestern University
OppenheimerFunds May 2014 - Present
Citi November 2013 - May 2014
W. P. Carey & Co. LLC December 2011 - September 2013
New York Life Insurance Company March 2011 - December 2011
New York Life Insurance Company December 2008 - March 2011
Double Rock Corporation January 2008 - December 2008
Skills
Investments, Securities, Portfolio Management, Mutual Funds, Due Diligence, Fixed Annuities, Account Reconciliation, Sales, Financial Markets, FINRA, Financial Advisory, Series 7, Series 63, Account Management, Asset Allocation, Wealth Management, Alternative Investments, Financial Services
Education
State University of New York at Albany 2002 — 2006
Bachelor of Arts, Communications & Rhetoric; Spanish & Business Administration
BlackRock July 2013 - Present
BlackRock June 2012 - August 2012
J.P. Morgan October 2011 - October 2011
W. P. Carey & Co. LLC May 2011 - June 2011
Credit Suisse May 2011 - May 2011
Goldman Sachs May 2010 - May 2010
Skills
Financial Modeling, Financial Analysis, Entrepreneurship, Business Strategy, Finance, Non-profits, Spanish, Economics, Corporate Finance, Microsoft Office, Investment Management, Bloomberg, Leadership, Capital IQ, Valuation
Education
University of Pennsylvania 2009 — 2013
Bachelor of Science in Economics, Finance
Carol Morgan School 1995 — 2009
High School, Santo Domingo, Dominican Republic
Ecole des Roches
Paris, France
Phillips Academy Andover
Andover, MA
IHS June 2015 - Present
United Realty Advisors LP April 2013 - October 2014
1st Liberty Capital Group January 2012 - March 2013
W. P. Carey & Co. LLC September 2008 - January 2012
Realty Capital Securities January 2008 - August 2008
Boston Capital March 1999 - May 2007
Putnam Investments September 1997 - March 1999
Skills
Investments, Series 7, Alternative Investments, Series 63, Real Estate, Securities, Wholesaling, Series 24, Investment Properties, Wholesale, Selling, Financial Advisory, Asset Allocation, Start-ups, Management, Wealth Management, Financial Services, Sales
Education
Bentley University 1994 — 1997
Bachelor's Degree, Finance
Welkin Vines, LLC July 2014 - Present
W. P. Carey & Co. LLC June 2007 - June 2013
BAWLS Guarana/Hobarama 2006 - 2007
Skills
Investments, Real Estate, Contract Negotiation, Commercial Real Estate, Asset Management, Investment Properties, Social Media Marketing, Financial Analysis, Portfolio Management, Marketing Strategy
Education
University of Miami 2002 — 2006
Yipit July 2015 - Present
viagogo September 2013 - May 2015
Rothschild July 2012 - September 2013
Johns Hopkins University August 2011 - May 2012
W. P. Carey & Co. LLC May 2010 - August 2010
Skills
Financial Modeling, Microsoft Excel, Economics, Finance, Valuation, Investment Banking, Market Research, Statistics, Data Analysis, Microsoft Office, Microsoft SQL Server, VBA, Macroeconomics, R, Python
Education
The Johns Hopkins University 2008 — 2011
BA, Economics
Horace Greeley High School
Merkle October 2014 - May 2015
Merkle June 2012 - September 2014
W. P. Carey & Co. LLC June 2010 - September 2010
K.I.D.S./Fashion Delivers, Inc. September 2007 - April 2008
Skills
Business Objects, Microsoft Office, MicroStrategy Reporting, Project Management, Microsoft Excel, PowerPoint, Financial Analysis, Billing, Accounting, MS Project, Budgeting & Forecasting, SQL, MIPS, MRI, Account Reconciliation
Education
Seton Hall University 2012 — 2014
Master of Business Administration (MBA), Finance
Kean University 2009 — 2011
Masters, Accounting
Seton Hall University 2005 — 2008
MA, Diplomacy and International Relations
Vilnius Gediminas Technical University 1995 — 1999
Bachelor of Engineering (B.E.)
New York University February 2012 - Present
Food Bank For New York City April 2008 - February 2012
Food Bank For New York City May 2007 - April 2008
W. P. Carey & Co. LLC October 2005 - December 2006
Yale University Peabody Museum of Natural History June 2002 - September 2005
Skills
Fundraising, Annual Giving, Raiser's Edge, Nonprofits, Grants, Philanthropy, Fundraisers, Prospect Research, Social Media, Direct Mail, Proposal Writing, Stewardship, Direct Marketing, Major Gift Cultivation, Volunteer Management, Research, Community Outreach
Education
New York University 2013 — 2015
Master's Degree, Non-Profit/Public/Organizational Management
Rider University 2000 — 2005
Bachelors of Science, Marketing and Business Administration
ACO Investment Group September 2013 - November 2013
LarrainVial June 2011 - December 2011
W. P. Carey & Co. LLC June 2008 - June 2010
Skills
Equities, Investments, Alternative Investments
Education
Arizona State University, W. P. Carey School of Business
Finance