Wells Fargo Real Estate Group
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Wells Fargo Real Estate Group Employees
Texas Capital Bank November 2011 - Present
BBVA Compass Bank June 1997 - November 2011
Guaranty Bank June 1997 - August 2009
Guaranty Bank 1997 - 2009
Comerica Bank June 1993 - June 1997
Comerica Bank - Texas June 1993 - June 1997
Wells Fargo Real Estate Group October 1992 - July 1993
Colonial Financial Services, Inc March 1990 - March 1991
Amwest Savings Association May 1989 - March 1990
Western Federal Savings January 1986 - November 1988
Skills
Commercial Banking, Loans, Mortgage Lending, Banking, Credit, Portfolio Management, Credit Risk, Commercial Lending, Consumer Lending, Credit Analysis, Mortgage Banking, Loan Origination, Underwriting, Retail Banking
Education
University of North Texas 1976 — 1981
BBA, REAL ESTATE/BUSINESS
Hines November 2014 - Present
CoStar Portfolio Strategy June 2012 - November 2014
Wells Fargo Real Estate Group June 2011 - August 2011
New York Yacht Club May 2009 - August 2010
Gilbane Building Company June 2008 - August 2009
Skills
Financial Analysis, Real Estate Economics, Research, Data Analysis, Financial Modeling, Microsoft Excel, Real Estate Development, Location Intelligence, Databases, PowerPoint, Market Research, Valuation, ArcGIS, Microsoft Office, Microsoft Word, Public Speaking, Vlookup, sumif, Long Distance Running, Outlook, Social Media, Bloomberg Terminal, CoStar, Global Information..., Econometrics
Education
Gettysburg College
B.A., Economics, Globalization Studies
School for International Training
Valparaíso, Chile, International Development
clearAvenue, LLC August 2014 - Present
PricewaterhouseCoopers August 2012 - August 2014
Booz Allen Hamilton August 2008 - August 2012
The Goal, Inc February 2008 - August 2008
Global Environment Fund September 2005 - February 2008
Wells Fargo Real Estate Group September 2004 - September 2005
Skills
SDLC, PMP, PMO, IT Strategy, Risk Management, Business Process..., Change Management, SharePoint, Management, Enterprise Software, Project Management, Visio, Governance, Analysis, User Acceptance Testing, Requirements Analysis, Management Consulting, MS Project, Portfolio Management, Software Documentation, Project Portfolio..., Software Project..., Requirements Gathering, Strategy, Agile Methodologies, Strategic Planning, Proposal Writing, Leadership, Government, Security, Integration, Business Analysis, Business Transformation, Process Improvement, ITIL Certified
Education
George Mason University 2000 — 2004
B.A., Sociology
George Mason University
BA, Sociology
Wells Fargo Global Banking October 2014 - Present
Wells Fargo September 2003 - September 2014
Wells Fargo Commercial Banking January 2000 - January 2003
Wells Fargo Loan Adjustment Group August 1996 - December 1999
Wells Fargo Real Estate Group June 1993 - July 1996
Skills
Banking, Commercial Banking, Commercial Lending, Credit, Cross Selling, Financial Analysis, Financial Services, Leadership, Loans, Structured Finance, Trade Finance
Education
University of California, Berkeley 1989 — 1993
BA, Economics, Accounting
Downey High School
Retired and enjoying Life. June 2015 - Present
Comcast January 1997 - May 2015
Wells Fargo Real Estate Group July 1993 - May 1997
Higgs Fletcher & Mack October 1991 - November 1992
Home Federal Bank/ Home Capital Corporation August 1982 - October 1991
Town of Telluride August 1979 - May 1983
Skills
Cross-functional Team..., Vendor Management, Telecommunications, Troubleshooting, VOD, Team Building, Project Management, Leadership, Telephony, Strategic Planning, Training, Broadband, DOCSIS, Team Leadership, Software Documentation, Project Planning, Call Centers, Management, Networking, Product Management, Sales, IP, Salesforce.com, Customer Satisfaction, Wireless, Digital Video, Cable Television, Process Improvement
Education
University of San Diego 1984 — 1985
Paralegal, General Practice
Arizona State University 1969 — 1974
BFA, Environmental Design
Mutual of Omaha September 2015 - Present
Mutual of Omaha April 2011 - Present
Wells Fargo Real Estate Group November 2008 - April 2011
The Bascom Group August 2007 - November 2008
Skills
Health Insurance, Insurance, Underwriting, Disability Insurance, Employee Benefits, Term Life Insurance, Customer Service, Finance, Financial Analysis, Fixed Annuities, Investments, Life Insurance, Brokers, Strategic Financial..., Sales, Account Management, Financial Planning
Education
University of Dayton 2003 — 2007
Bachelor of Science, Finance
KeyBank - Real Estate Capital - Healthcare Group July 2012 - Present
KeyBank - Risk Management - Asset Recovery Group April 2009 - July 2012
KeyBank - Risk Management - Credit Management September 2008 - April 2009
KeyBank - Risk Management - Asset Recovery Group November 2007 - September 2008
KeyBank - Real Estate Capital - Income Property Group May 2005 - November 2007
Wells Fargo - Real Estate Group March 2003 - May 2005
Wells Fargo - Real Estate Group February 2002 - March 2003
Wells Fargo - Real Estate Group May 2000 - February 2002
Portland State University’s Center for Executive and Professional Education (CEPE) June 1999 - September 1999
Swinerton Builders May 1997 - September 1999
Skills
Commercial Real Estate..., Healthcare Lending, Seniors Housing Lending, Underwriting, Credit Analysis, Credit, Portfolio Management, Debt Restructuring, Loan Work-outs, Construction Management, Estimating, CPM Scheduling, Banking, Loans, Commercial Banking, Commercial Lending, Commercial Mortgages, Financial Analysis
Education
University of Southern California 1999 — 2001
Master of Business Administration (M.B.A.), Finance, General
Brigham Young University 1993 — 1997
Bachelor of Science (BS), Construction Management
The Bank of Tokyo-Mitsubishi Structured Finance Group April 2010 - Present
Wells Fargo Special Situations Group August 2009 - April 2010
Wells Fargo Real Estate Group June 2007 - August 2009
BB&T May 2003 - May 2006
Skills
Bloomberg, Capital Markets, Corporate Finance, Credit Analysis, Derivatives, Financial Analysis, Financial Modeling, Fixed Income, Investment Banking, Microsoft Excel, Portfolio Management, Valuation
Education
University of Florida - Warrington College Of Business 2006 — 2007
MS, Finance
Davidson College 1999 — 2003
TriMont Real Estate Advisors January 2009 - Present
Eastdil Secured 2003 - 2008
Wells Fargo Real Estate Group September 2003 - September 2004
Insignia/ESG June 2002 - August 2003
Skills
Real Estate, Financial Modeling, Financial Analysis, Valuation, Excel, Commercial Lending, Brokerage, Special Situations, Distressed Debt, Distressed Property, Workout, Underwriting, Real Estate Finance, Due Diligence, Investment Properties, Portfolio Management, Asset Management, Dispositions, Market Analysis, Negotiation, Market Research, Capital Markets, Analysis, Real Estate Economics, Asset Managment, Real Estate Financing, Disposition, Real Estate Transactions, Mergers & Acquisitions, Commercial Real Estate, Investments, Loans, Property, Credit, Private Equity, REO, Finance, Construction Loans, Commercial Mortgages, Management, Real Estate Development, Banking, Leases, Property Management, Strategic Planning, Leadership, Strategy
Education
University of North Carolina at Chapel Hill 1998 — 2002
BSBA, Business Administration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2002
BSBA, Business Administration and Management, General
Landon School 1989 — 1998
Houlihan Lokey, Inc January 2010 - Present
Duff & Phelps, LLC August 2006 - January 2010
Wells Fargo Real Estate Group June 2005 - August 2005
Skills
Valuation, Financial Modeling, Investments, Due Diligence, Debt
Education
University of Pennsylvania 2002 — 2006
BA
University of Pennsylvania - The Wharton School 2002 — 2006
BS
Studies Abroad 2001 — 2002
Akiba 1998 — 2001
Yeshivat Har Etzion
Columbia Residential September 2015 - Present
CBRE March 2014 - September 2015
Georgia Tech Research Institute October 2009 - March 2014
Yellowstone Park Foundation October 2011 - March 2013
Gay Construction Company May 2009 - August 2009
Cypress Equities July 2007 - March 2008
Wells Fargo Real Estate Group February 2005 - June 2007
Skills
Sustainability, Energy, Project Management, Analysis, Valuation, Research, Feasibility Studies, Economic Development, Strategic Planning, Data Analysis, Public Speaking, Nonprofits, Real Estate Economics, Real Estate, Financial Analysis, Microsoft Excel, Commercial Lending, Solar Energy, Organizational..., Real Estate Finance, Real Estate Development, Team Building, Credit Analysis, Cash Flow Analysis, Building Energy Modeling, National Parks, Construction Management, Green Building, Value Engineering, University Teaching, Argus Modeling, Budgets
Education
Georgia Institute of Technology 2008 — 2009
Masters of Science, Building Construction and Integrated Facility Management, GPA 3.9
Oglethorpe University
Intermediate Accounting I & II
The University of Georgia 2000 — 2004
BBA, Real Estate and Finance
Wells Fargo July 2012 - Present
Wells Fargo Real Estate Group July 2006 - July 2012
Education
The College of William and Mary - The Mason School of Business
Undergraduate and MBA