Wells Real Estate Funds
Industry: Company
DescriptionFounded: 1984 Parent organization: Piedmont Office Realty Trust Subsidiaries: Wells Asset Management, Inc, Wells Capital, Inc., Wells Investment Securities, Inc.
Wells Real Estate Funds List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Wells Real Estate Funds. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Wells Real Estate Funds Employees
Employee
Years
Job
Industry
Trey Eiland Trey Eiland's Wells Real Estate Funds Experience July 2011 - July 2014
Job Technology Strategy and Leadership for Commercial Real Estate (CRE)
Industry Information Technology and Services
Experience
5Q Partners August 2014 - Present
Wells Real Estate Funds July 2011 - July 2014
Wells Real Estate Funds 2003 - August 2011
Infor (then Epiphany) 2000 - 2003
Ernst & Young LLP 1997 - 2000
Delta Technology 1996 - 1997
Skills
Process Improvement, IT Strategy, Commercial Real Estate..., Solution Architecture, Strategic Leadership, Commercial Real Estate, Business Intelligence, SaaS, Organizational Alignment, Cloud Computing, Business Analysis, Enterprise Architecture, Requirements Analysis, Business Process, Data Warehousing, Project Management, Management Consulting, Data Modeling, Management, CRM, SDLC, SQL, Data Integration, Business Objects, ETL, IT Management, Software Project..., Analytics, Informatica, Data Warehouse..., Data Quality, Integration, Databases, Data Migration, Requirements Gathering, Data Management, Oracle Discoverer, Oracle SQL, Database Design, ITIL, Oracle, Data Transformation, Team Leadership, IT Governance, Data Mapping, Data Analysis, Consulting, Leadership, Information Technology, Enterprise Software
Education
Auburn University 1992 — 1996
B.S., Management Information Systems
5Q Partners August 2014 - Present
Wells Real Estate Funds July 2011 - July 2014
Wells Real Estate Funds 2003 - August 2011
Infor (then Epiphany) 2000 - 2003
Ernst & Young LLP 1997 - 2000
Delta Technology 1996 - 1997
Skills
Process Improvement, IT Strategy, Commercial Real Estate..., Solution Architecture, Strategic Leadership, Commercial Real Estate, Business Intelligence, SaaS, Organizational Alignment, Cloud Computing, Business Analysis, Enterprise Architecture, Requirements Analysis, Business Process, Data Warehousing, Project Management, Management Consulting, Data Modeling, Management, CRM, SDLC, SQL, Data Integration, Business Objects, ETL, IT Management, Software Project..., Analytics, Informatica, Data Warehouse..., Data Quality, Integration, Databases, Data Migration, Requirements Gathering, Data Management, Oracle Discoverer, Oracle SQL, Database Design, ITIL, Oracle, Data Transformation, Team Leadership, IT Governance, Data Mapping, Data Analysis, Consulting, Leadership, Information Technology, Enterprise Software
Education
Auburn University 1992 — 1996
B.S., Management Information Systems
Diana Buice Diana Buice's Wells Real Estate Funds Experience September 2002 - September 2012
Job VP Client Services at BreakAway Loyalty
Industry Financial Services
Experience
BreakAway Loyalty February 2014 - Present
Elite Storage Solutions October 2012 - October 2013
Wells Real Estate Funds September 2002 - September 2012
Skills
Sales, Series 63, Series 7, Email Marketing, Selling, Relationship Management, Sales Process, Salesforce.com, Marketing, Sales Presentations, Financial Services, Alternative Investments, Mutual Funds, Investments, Asset Management, Series 6, Portfolio Management, Executive Management, Account Management, CRM, Series 24, FINRA, Securities, Strategic Financial..., Series 65, Separately Managed..., Strategic Planning, Product Management, Employee Benefits, Financial Analysis, Superior Client Service, Management, Rewards Programs, Program Development
Education
Auburn University
Chattahoochee Valley Community College
BreakAway Loyalty February 2014 - Present
Elite Storage Solutions October 2012 - October 2013
Wells Real Estate Funds September 2002 - September 2012
Skills
Sales, Series 63, Series 7, Email Marketing, Selling, Relationship Management, Sales Process, Salesforce.com, Marketing, Sales Presentations, Financial Services, Alternative Investments, Mutual Funds, Investments, Asset Management, Series 6, Portfolio Management, Executive Management, Account Management, CRM, Series 24, FINRA, Securities, Strategic Financial..., Series 65, Separately Managed..., Strategic Planning, Product Management, Employee Benefits, Financial Analysis, Superior Client Service, Management, Rewards Programs, Program Development
Education
Auburn University
Chattahoochee Valley Community College
Alan Adcock Alan Adcock's Wells Real Estate Funds Experience June 1997 - February 2001
Job CEO, Automated Solutions Consulting Group, Inc.
Industry Information Technology and Services
Experience
Automated Solutions Consulting Group, Inc. February 2001 - Present
Wells Real Estate Funds June 1997 - February 2001
Dataliant (formerly Rohde Consulting Inc.) 1989 - 1997
Skills
Security, Virtualization, Technical Support, SaaS, Enterprise Software, System Deployment, Management, Software Installation, Servers, Networking, Computer Security, VoIP, Cloud Computing, ITIL, Information Technology, Microsoft Exchange, Infrastructure, Operating Systems, Information Security
Education
Georgia Institute of Technology 1990 — 1994
B.S., International Affairs
Automated Solutions Consulting Group, Inc. February 2001 - Present
Wells Real Estate Funds June 1997 - February 2001
Dataliant (formerly Rohde Consulting Inc.) 1989 - 1997
Skills
Security, Virtualization, Technical Support, SaaS, Enterprise Software, System Deployment, Management, Software Installation, Servers, Networking, Computer Security, VoIP, Cloud Computing, ITIL, Information Technology, Microsoft Exchange, Infrastructure, Operating Systems, Information Security
Education
Georgia Institute of Technology 1990 — 1994
B.S., International Affairs
Dee Blanton Dee Blanton's Wells Real Estate Funds Experience November 2010 - March 2013
Job Financial Controller at Holly Mountain Grocery
Industry Financial Services
Experience
Holly Mountain Grocery February 2015 - Present
CBRE November 2013 - Present
Columbia Property Trust March 2013 - November 2013
Wells Real Estate Funds November 2010 - March 2013
CBRE July 2006 - October 2010
Sheraton Music City Hotel June 1999 - July 2006
Skills
Financial Analysis, Real Estate, Property, Financial Reporting, Due Diligence, GAAP, Accruals, Asset Management, Financial Statements, SEC filings, General Ledger, Financial Modeling, Account Reconciliation, Variance Analysis, Consolidation, Budgets, Finance, Management
Education
Belmont University 1995 — 2003
BBA, Accounting
Tennessee State University 1984 — 1986
Accounting
Holly Mountain Grocery February 2015 - Present
CBRE November 2013 - Present
Columbia Property Trust March 2013 - November 2013
Wells Real Estate Funds November 2010 - March 2013
CBRE July 2006 - October 2010
Sheraton Music City Hotel June 1999 - July 2006
Skills
Financial Analysis, Real Estate, Property, Financial Reporting, Due Diligence, GAAP, Accruals, Asset Management, Financial Statements, SEC filings, General Ledger, Financial Modeling, Account Reconciliation, Variance Analysis, Consolidation, Budgets, Finance, Management
Education
Belmont University 1995 — 2003
BBA, Accounting
Tennessee State University 1984 — 1986
Accounting
Kerianne Maloney, CPA's Wells Real Estate Funds Experience April 2013 - Present
Job Senior Vice President Corporate Finance at Wells Real Estate Funds
Industry Real Estate
Experience
Wells Real Estate Funds April 2013 - Present
Wells Real Estate Funds August 2012 - March 2013
Wells Real Estate Funds February 2011 - August 2012
Wells Real Estate Funds May 2010 - February 2011
Piedmont Office Realty Trust October 2007 - December 2007
Piedmont Office Realty Trust April 2007 - September 2007
Wells Real Estate Funds January 2005 - April 2007
Wells Real Estate Funds May 2004 - January 2005
Georgia-Pacific LLC May 2003 - July 2003
Deloitte & Touche September 2000 - June 2002
Skills
Business Process..., Strategic Planning, Financial Modeling, Financial Analysis, Due Diligence, Valuation, Investments, Portfolio Management, Alternative Investments, Acquisitions, Financial Reporting, Real Estate, Finance
Education
Georgia Institute of Technology 2002 — 2004
MBA, Finance, General
Boston College 1994 — 1998
BS, Accounting & Finance
Marist School 1990 — 1994
High School
Wells Real Estate Funds April 2013 - Present
Wells Real Estate Funds August 2012 - March 2013
Wells Real Estate Funds February 2011 - August 2012
Wells Real Estate Funds May 2010 - February 2011
Piedmont Office Realty Trust October 2007 - December 2007
Piedmont Office Realty Trust April 2007 - September 2007
Wells Real Estate Funds January 2005 - April 2007
Wells Real Estate Funds May 2004 - January 2005
Georgia-Pacific LLC May 2003 - July 2003
Deloitte & Touche September 2000 - June 2002
Skills
Business Process..., Strategic Planning, Financial Modeling, Financial Analysis, Due Diligence, Valuation, Investments, Portfolio Management, Alternative Investments, Acquisitions, Financial Reporting, Real Estate, Finance
Education
Georgia Institute of Technology 2002 — 2004
MBA, Finance, General
Boston College 1994 — 1998
BS, Accounting & Finance
Marist School 1990 — 1994
High School
Don Warden Don Warden's Wells Real Estate Funds Experience October 2005 - June 2007
Job Vice President Operations, CatchMark Timber Trust
Industry Real Estate
Experience
CatchMark Timber Trust, Inc. (CTT) - NYSE June 2007 - Present
Wells Real Estate Funds October 2005 - June 2007
Wells Real Estate Funds November 2003 - October 2005
mirant 2001 - 2003
idapta April 2000 - March 2001
Andersen Consulting (Accenture) July 1998 - March 2000
U.S. Army May 1994 - June 1998
Skills
Due Diligence, Financial Analysis, Contract Negotiation, Program Management, Valuation, Financial Modeling, Real Estate, Strategy, Business Analysis, Project Management, Mergers & Acquisitions, Budgets, Leadership, Management
Education
Mercer University 2005 — 2008
Masters of Business Administration
Southern Illinois University, Carbondale 1992 — 1994
Bachelors of Arts
Elgin Community College
Associate of Science
CatchMark Timber Trust, Inc. (CTT) - NYSE June 2007 - Present
Wells Real Estate Funds October 2005 - June 2007
Wells Real Estate Funds November 2003 - October 2005
mirant 2001 - 2003
idapta April 2000 - March 2001
Andersen Consulting (Accenture) July 1998 - March 2000
U.S. Army May 1994 - June 1998
Skills
Due Diligence, Financial Analysis, Contract Negotiation, Program Management, Valuation, Financial Modeling, Real Estate, Strategy, Business Analysis, Project Management, Mergers & Acquisitions, Budgets, Leadership, Management
Education
Mercer University 2005 — 2008
Masters of Business Administration
Southern Illinois University, Carbondale 1992 — 1994
Bachelors of Arts
Elgin Community College
Associate of Science
Patricia Elebash Patricia Elebash's Wells Real Estate Funds Experience April 2002 - July 2009
Job Contracts Paralegal
Industry Legal Services
Experience
Aptean February 2013 - Present
Wells Real Estate Funds April 2002 - July 2009
Investors Financial Group October 1997 - April 2002
Keogler, Morgan & Company March 1996 - September 1997
Fidelity Bank January 1993 - March 1996
Skills
Alternative Investments, FINRA, Securities, Financial Services
Education
Agnes Scott College 1976 — 1980
B.A., History, Business
Aptean February 2013 - Present
Wells Real Estate Funds April 2002 - July 2009
Investors Financial Group October 1997 - April 2002
Keogler, Morgan & Company March 1996 - September 1997
Fidelity Bank January 1993 - March 1996
Skills
Alternative Investments, FINRA, Securities, Financial Services
Education
Agnes Scott College 1976 — 1980
B.A., History, Business
Sherri Tate's Wells Real Estate Funds Experience September 2003 - November 2008
Job Licensed Financial Assistant/Operations Manager at an Investment Advisory Firm
Industry Financial Services
Experience
Investment Advisory Firm May 2012 - Present
Fidelity Investments August 2010 - November 2011
Ameriprise Financial Services January 2009 - November 2010
Wells Real Estate Funds September 2003 - November 2008
NAC International August 2001 - September 2003
Skills
Investments, System Administration, Series 7, Team Building, Microsoft Word, CRM, Outlook, PowerPoint, Organization, Portfolio Management, Training, Sales Management, Microsoft Excel, Relationship Marketing, Securities, Financial Analysis, Retirement Planning, Management, Wealth Management, Microsoft Office, Mutual Funds, Insurance, Inventory Management, Marketing, Human Resources, Sales, Employee Benefits, Time Management, Banking, Finance
Education
University of Florida 1991 — 1993
Mathematics/Education
Augusta State University 1990 — 1992
BA, Education
University of Florida
Education-Mathematics
Investment Advisory Firm May 2012 - Present
Fidelity Investments August 2010 - November 2011
Ameriprise Financial Services January 2009 - November 2010
Wells Real Estate Funds September 2003 - November 2008
NAC International August 2001 - September 2003
Skills
Investments, System Administration, Series 7, Team Building, Microsoft Word, CRM, Outlook, PowerPoint, Organization, Portfolio Management, Training, Sales Management, Microsoft Excel, Relationship Marketing, Securities, Financial Analysis, Retirement Planning, Management, Wealth Management, Microsoft Office, Mutual Funds, Insurance, Inventory Management, Marketing, Human Resources, Sales, Employee Benefits, Time Management, Banking, Finance
Education
University of Florida 1991 — 1993
Mathematics/Education
Augusta State University 1990 — 1992
BA, Education
University of Florida
Education-Mathematics
Lauren Duncan Lauren Duncan's Wells Real Estate Funds Experience August 2007 - April 2012
Job .
Industry Financial Services
Experience
Catalyst Wealth Management August 2013 - Present
Stella & Dot August 2012 - Present
Piedmont Office Realty Trust January 2013 - April 2013
Wells Real Estate Funds August 2007 - April 2012
The Beam Team February 2005 - August 2007
Novoste Corporation September 2003 - February 2005
Skills
Financial Services, Marketing, Sales, Customer Service, Leadership, Event Planning, Marketing Communications
Education
Georgia Southern University 1999 — 2003
Bachelor of Science (BS), Public Relations/Image Management
Catalyst Wealth Management August 2013 - Present
Stella & Dot August 2012 - Present
Piedmont Office Realty Trust January 2013 - April 2013
Wells Real Estate Funds August 2007 - April 2012
The Beam Team February 2005 - August 2007
Novoste Corporation September 2003 - February 2005
Skills
Financial Services, Marketing, Sales, Customer Service, Leadership, Event Planning, Marketing Communications
Education
Georgia Southern University 1999 — 2003
Bachelor of Science (BS), Public Relations/Image Management
Monique LeMaire's Wells Real Estate Funds Experience May 2009 - August 2009
Job Senior Consultant at Huron Consulting Group
Industry Hospital & Health Care
Experience
Epic February 2011 - February 2013
Wells Real Estate Funds May 2009 - August 2009
Skymates Inc 2006 - 2007
United States Bankruptcy Court June 2005 - August 2005
Skills
Microsoft Excel, Epic Systems, Software Implementation, Project Management, Project Planning, Healthcare Information..., Presentation Development, Public Speaking, Visio, Epic Prelude, Teamwork, ADT, Leadership, Healthcare Reimbursement, Microsoft Office, Business Communications
Education
Emory University - Goizueta Business School 2006 — 2010
Bachelor of Business Administration, Accounting and Marketing
University of Oxford, University College
Study Abroad
Epic February 2011 - February 2013
Wells Real Estate Funds May 2009 - August 2009
Skymates Inc 2006 - 2007
United States Bankruptcy Court June 2005 - August 2005
Skills
Microsoft Excel, Epic Systems, Software Implementation, Project Management, Project Planning, Healthcare Information..., Presentation Development, Public Speaking, Visio, Epic Prelude, Teamwork, ADT, Leadership, Healthcare Reimbursement, Microsoft Office, Business Communications
Education
Emory University - Goizueta Business School 2006 — 2010
Bachelor of Business Administration, Accounting and Marketing
University of Oxford, University College
Study Abroad
Anne Giessner Anne Giessner's Wells Real Estate Funds Experience October 2007 - September 2008
Job Manager, National Corporate Tax Solutions at Cherry Bekaert LLP
Industry Accounting
Experience
Cherry Bekaert LLP September 2009 - Present
Porter Keadle Moore, LLP September 2008 - September 2009
Wells Real Estate Funds October 2007 - September 2008
PricewaterhouseCoopers September 2005 - September 2007
Skills
GAAP, SEC filings, Financial Analysis, CPA, Financial Accounting
Education
Georgia College and State University 2005 — 2005
Masters in Tax Accounting
Georgia Institute of Technology 2001 — 2005
BSM, Business - Accounting and Finance
Cherry Bekaert LLP September 2009 - Present
Porter Keadle Moore, LLP September 2008 - September 2009
Wells Real Estate Funds October 2007 - September 2008
PricewaterhouseCoopers September 2005 - September 2007
Skills
GAAP, SEC filings, Financial Analysis, CPA, Financial Accounting
Education
Georgia College and State University 2005 — 2005
Masters in Tax Accounting
Georgia Institute of Technology 2001 — 2005
BSM, Business - Accounting and Finance
Susanna Johnson, SPHR, SHRM-SCP Susanna Johnson, SPHR, SHRM-SCP's Wells Real Estate Funds Experience February 2013 - August 2014
Job Director Human Resources at Wells REF
Industry Human Resources
Experience
Wells Real Estate Funds February 2013 - August 2014
Wells Real Estate Funds 2003 - February 2013
Skills
401k, Deferred Compensation, Market Pricing, Onboarding, PeopleSoft, Performance Management, Workday, Employee Benefits, Corporate Benefits, Payroll, Personnel Management, Employee Relations, HRIS, Ultipro, Human Resources, ADP HRB, Talent Management, Recruiting, Vendor Management, SuccessFactors, Talent Acquisition, ADP ReportSmith, CCP
Education
Georgia Institute of Technology 1999 — 2003
Bachelor of Science (BS), Industrial and Product Design
Wells Real Estate Funds February 2013 - August 2014
Wells Real Estate Funds 2003 - February 2013
Skills
401k, Deferred Compensation, Market Pricing, Onboarding, PeopleSoft, Performance Management, Workday, Employee Benefits, Corporate Benefits, Payroll, Personnel Management, Employee Relations, HRIS, Ultipro, Human Resources, ADP HRB, Talent Management, Recruiting, Vendor Management, SuccessFactors, Talent Acquisition, ADP ReportSmith, CCP
Education
Georgia Institute of Technology 1999 — 2003
Bachelor of Science (BS), Industrial and Product Design
Andy May Andy May's Wells Real Estate Funds Experience June 2002 - Present
Job Chief People Officer Wells Real Estate Funds
Industry Financial Services
Experience
Wells Real Estate Funds June 2002 - Present
Northern Trust Retirement Consulting 1989 - 1999
Skills
Employee Relations, Human Resources, Personnel Management, HRIS, Performance Management, Recruiting, Talent Acquisition, Onboarding, Leadership, Process Improvement, Employee Benefits, Succession Planning, Employee Engagement, Deferred Compensation, CRM, Leadership Development, Talent Management, Investments, Asset Management, Management, 401k, Strategic Planning, HR Policies, Benefits Administration, Financial Analysis
Education
Georgia Institute of Technology 1983 — 1987
Bachelor of Applied Science (B.A.Sc.)
Wells Real Estate Funds June 2002 - Present
Northern Trust Retirement Consulting 1989 - 1999
Skills
Employee Relations, Human Resources, Personnel Management, HRIS, Performance Management, Recruiting, Talent Acquisition, Onboarding, Leadership, Process Improvement, Employee Benefits, Succession Planning, Employee Engagement, Deferred Compensation, CRM, Leadership Development, Talent Management, Investments, Asset Management, Management, 401k, Strategic Planning, HR Policies, Benefits Administration, Financial Analysis
Education
Georgia Institute of Technology 1983 — 1987
Bachelor of Applied Science (B.A.Sc.)
Toby Anderson Toby Anderson's Wells Real Estate Funds Experience 2003 - 2008
Job Regional Vice President at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company March 2014 - Present
ING Investment Management October 2011 - February 2014
Carey Financial, LLC October 2008 - October 2011
Wells Real Estate Funds 2003 - 2008
Skills
Series 63, Variable Annuities, Mutual Funds, Series 7, Fixed Annuities, Long-term Care, Public Speaking
Education
Auburn University 1992 — 1996
Bachelor of Science, Finance
Pacific Life Insurance Company March 2014 - Present
ING Investment Management October 2011 - February 2014
Carey Financial, LLC October 2008 - October 2011
Wells Real Estate Funds 2003 - 2008
Skills
Series 63, Variable Annuities, Mutual Funds, Series 7, Fixed Annuities, Long-term Care, Public Speaking
Education
Auburn University 1992 — 1996
Bachelor of Science, Finance
Jed Linsider Jed Linsider's Wells Real Estate Funds Experience March 2004 - December 2010
Job Vice President Investments at EcoVest Capital, Inc.
Industry Financial Services
Experience
EcoVest Capital, LLC January 2014 - Present
Columbia Property Trust, Inc. January 2011 - December 2013
Wells Real Estate Funds March 2004 - December 2010
Mirant Corporation 1997 - 2003
Skills
Strategic Planning, Analysis, Research, Executive Management, Financial Analysis, Financial Modeling, Strategy, Real Estate, Portfolio Management, Finance, Due Diligence, Investment Properties, Commercial Real Estate, Investment Banking, Management, Alternative Investments, Capital Markets, Debt Capital Markets, Competitor Intelligence, Equity Capital Markets, Result Oriented, Mergers & Acquisitions, Investments, Strategic Financial..., Forecasting, Valuation
Education
Emory University - Goizueta Business School 2002 — 2005
MBA
Columbia University in the City of New York 1994 — 1997
BA
EcoVest Capital, LLC January 2014 - Present
Columbia Property Trust, Inc. January 2011 - December 2013
Wells Real Estate Funds March 2004 - December 2010
Mirant Corporation 1997 - 2003
Skills
Strategic Planning, Analysis, Research, Executive Management, Financial Analysis, Financial Modeling, Strategy, Real Estate, Portfolio Management, Finance, Due Diligence, Investment Properties, Commercial Real Estate, Investment Banking, Management, Alternative Investments, Capital Markets, Debt Capital Markets, Competitor Intelligence, Equity Capital Markets, Result Oriented, Mergers & Acquisitions, Investments, Strategic Financial..., Forecasting, Valuation
Education
Emory University - Goizueta Business School 2002 — 2005
MBA
Columbia University in the City of New York 1994 — 1997
BA
Heather Luby Heather Luby's Wells Real Estate Funds Experience June 2002 - June 2003
Job Writer, Editor, Teacher
Industry Writing and Editing
Experience
St Louis Community College August 2011 - Present
writer February 2010 - Present
The Citron Review August 2011 - March 2015
The Splinter Generation August 2011 - August 2013
The Chesterfield Stay-at-Home Moms Club (non-profit) May 2006 - February 2010
Octopus Mom June 2009 - October 2009
Warner Financial Group July 2004 - June 2005
Investmark Financial Services June 2003 - June 2004
Wells Real Estate Funds June 2002 - June 2003
Bryan County News January 2000 - January 2001
Skills
Creative Writing, Event Management, Customer Service, Writing, Editing, Public Speaking, Teaching, Social Media, Event Planning, Web Content, Editorial, Books, Published Author, Blogging, Magazines, Publications, Novels, Non-fiction, Proofreading, Poetry, Fiction, Newspapers, Copy Editing, Literature, Fiction Writing, Film, Storytelling, Freelance Writing, Publishing, Journalism, Feature Articles, Creative Non-fiction
Education
Antioch University 2008 — 2010
M.F.A, Creative Writing 2010
Drury University 1996 — 2002
B.A, English Literature, Minor Global Studies
Reeds Spring School District
St Louis Community College August 2011 - Present
writer February 2010 - Present
The Citron Review August 2011 - March 2015
The Splinter Generation August 2011 - August 2013
The Chesterfield Stay-at-Home Moms Club (non-profit) May 2006 - February 2010
Octopus Mom June 2009 - October 2009
Warner Financial Group July 2004 - June 2005
Investmark Financial Services June 2003 - June 2004
Wells Real Estate Funds June 2002 - June 2003
Bryan County News January 2000 - January 2001
Skills
Creative Writing, Event Management, Customer Service, Writing, Editing, Public Speaking, Teaching, Social Media, Event Planning, Web Content, Editorial, Books, Published Author, Blogging, Magazines, Publications, Novels, Non-fiction, Proofreading, Poetry, Fiction, Newspapers, Copy Editing, Literature, Fiction Writing, Film, Storytelling, Freelance Writing, Publishing, Journalism, Feature Articles, Creative Non-fiction
Education
Antioch University 2008 — 2010
M.F.A, Creative Writing 2010
Drury University 1996 — 2002
B.A, English Literature, Minor Global Studies
Reeds Spring School District
Brian Howell's Wells Real Estate Funds Experience February 2012 - March 2013
Job Vice President at Stream Realty Partners, L.P.
Industry Commercial Real Estate
Experience
Stream Realty Partners, L.P. April 2015 - Present
Rosemont Realty May 2014 - March 2015
Columbia Property Trust March 2013 - May 2014
Wells Real Estate Funds February 2012 - March 2013
Wells Real Estate Funds May 2010 - February 2012
Games for Competitors, Inc. January 2009 - February 2010
The Staubach Company May 2007 - May 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Real Estate, Portfolio Management, Investments, Contract Negotiation, Budget, Marketing, Retail, Project Management, Negotiation, Forecasting, Argus Modeling, Budgets, Excel models, VBA, Asset Management, Finance, Strategy, Leases
Education
Georgia Institute of Technology 2003 — 2008
BS, Business Management / Finance / Marketing
Oxford University
Stream Realty Partners, L.P. April 2015 - Present
Rosemont Realty May 2014 - March 2015
Columbia Property Trust March 2013 - May 2014
Wells Real Estate Funds February 2012 - March 2013
Wells Real Estate Funds May 2010 - February 2012
Games for Competitors, Inc. January 2009 - February 2010
The Staubach Company May 2007 - May 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Real Estate, Portfolio Management, Investments, Contract Negotiation, Budget, Marketing, Retail, Project Management, Negotiation, Forecasting, Argus Modeling, Budgets, Excel models, VBA, Asset Management, Finance, Strategy, Leases
Education
Georgia Institute of Technology 2003 — 2008
BS, Business Management / Finance / Marketing
Oxford University
Steven L. McGee Steven L. McGee's Wells Real Estate Funds Experience September 2011 - April 2013
Job Director of Real Estate at Americold Realty Trust
Industry Capital Markets
Experience
AmeriCold Realty Trust December 2014 - Present
AmeriCold Realty Trust August 2013 - November 2014
JPMorgan Chase (Spring11) May 2013 - August 2013
Wells Real Estate Funds September 2011 - April 2013
Industrial Developments International January 2008 - August 2011
Skills
Proficient in Microsoft..., VBA, Financial Modeling, ARGUS DCF, Due Diligence, DCF, Underwriting, Financial Analysis, Excel, People Skills, Real Estate, Valuation, Microsoft Excel, Commercial Real Estate, Alternative Investments, Investments, Real Estate Economics, Asset Management, Portfolio Management, Finance, Acquisitions, Corporate Finance, Capital Markets, Private Equity, Mergers & Acquisitions, Disposition, Financial Reporting, Management
Education
Goizueta Business School, Emory University 2010 — 2013
Master of Business Administration (MBA)
Maastricht University 2012 — 2012
European Management Residency
Berry College 2005 — 2007
BS
AmeriCold Realty Trust December 2014 - Present
AmeriCold Realty Trust August 2013 - November 2014
JPMorgan Chase (Spring11) May 2013 - August 2013
Wells Real Estate Funds September 2011 - April 2013
Industrial Developments International January 2008 - August 2011
Skills
Proficient in Microsoft..., VBA, Financial Modeling, ARGUS DCF, Due Diligence, DCF, Underwriting, Financial Analysis, Excel, People Skills, Real Estate, Valuation, Microsoft Excel, Commercial Real Estate, Alternative Investments, Investments, Real Estate Economics, Asset Management, Portfolio Management, Finance, Acquisitions, Corporate Finance, Capital Markets, Private Equity, Mergers & Acquisitions, Disposition, Financial Reporting, Management
Education
Goizueta Business School, Emory University 2010 — 2013
Master of Business Administration (MBA)
Maastricht University 2012 — 2012
European Management Residency
Berry College 2005 — 2007
BS
Heather Griner's Wells Real Estate Funds Experience March 2007 - May 2013
Job Director, Finance & Administration Information Technology Center at Montana State University
Industry Higher Education
Experience
Montana State University June 2013 - Present
Wells Real Estate Funds March 2007 - May 2013
Wells Real Estate Funds July 2005 - March 2007
Wells Real Estate Funds 2003 - 2005
Wells Real Estate Funds 2002 - 2003
Arthur Andersen LLP 2000 - 2002
Skills
Due Diligence, Financial Analysis, Financial Modeling, Disposition, Valuation, Investments, Acquisitions, Accounting, Auditing, Project Management, Relationship Management, Contract Negotiation, Real Estate Transactions, Real Estate Economics, Real Estate, Asset Management
Education
Wake Forest University 1999 — 2000
Master of Science (MS), Accounting Tax
Auburn University 1995 — 1999
Bachelor of Science (BS), Accounting
Montana State University June 2013 - Present
Wells Real Estate Funds March 2007 - May 2013
Wells Real Estate Funds July 2005 - March 2007
Wells Real Estate Funds 2003 - 2005
Wells Real Estate Funds 2002 - 2003
Arthur Andersen LLP 2000 - 2002
Skills
Due Diligence, Financial Analysis, Financial Modeling, Disposition, Valuation, Investments, Acquisitions, Accounting, Auditing, Project Management, Relationship Management, Contract Negotiation, Real Estate Transactions, Real Estate Economics, Real Estate, Asset Management
Education
Wake Forest University 1999 — 2000
Master of Science (MS), Accounting Tax
Auburn University 1995 — 1999
Bachelor of Science (BS), Accounting
Jan Conner Jan Conner's Wells Real Estate Funds Experience April 2000 - July 2012
Job Event Services Planner at Wells Real Estate Funds
Industry Financial Services
Experience
Wells Real Estate Funds April 2000 - July 2012
Skills
Certified Meeting..., Microsoft Office, Salesforce.com, Silverpop, Event Management, Siebel, Event Planning, Corporate Events, Vendor Relationships, Contract Negotiation, Continuing Education, Marketing, iMIS
Education
Fairmont State University
BS, Psychology
Wells Real Estate Funds April 2000 - July 2012
Skills
Certified Meeting..., Microsoft Office, Salesforce.com, Silverpop, Event Management, Siebel, Event Planning, Corporate Events, Vendor Relationships, Contract Negotiation, Continuing Education, Marketing, iMIS
Education
Fairmont State University
BS, Psychology
Laurinda Wilson's Wells Real Estate Funds Experience 2003 - 2005
Job Communications Consultant
Industry Marketing and Advertising
Experience
Corporate Communications Strategy 1999 - Present
Novelis August 2013 - August 2014
PresentationPro 2005 - 2006
Wells Real Estate Funds 2003 - 2005
United Community Bank, N.A. 2000 - 2002
Fiserv (formerly CheckFree) 1996 - 1999
NationsBank 1995 - 1996
Bank South 1992 - 1995
Alba Communications 1991 - 1992
Salvati Montgomery Sakoda 1986 - 1991
Skills
Advertising, Marketing Communications, Marketing Strategy, Online Advertising, Direct Marketing, Corporate Communications, Investor Relations, Public Relations, Copywriting, Copy Editing, Corporate Identity, Project Management
Education
California State University-Fullerton
Bachelor of Arts (BA), Business/Corporate Communications
Memphis State University
University of Kentucky
Corporate Communications Strategy 1999 - Present
Novelis August 2013 - August 2014
PresentationPro 2005 - 2006
Wells Real Estate Funds 2003 - 2005
United Community Bank, N.A. 2000 - 2002
Fiserv (formerly CheckFree) 1996 - 1999
NationsBank 1995 - 1996
Bank South 1992 - 1995
Alba Communications 1991 - 1992
Salvati Montgomery Sakoda 1986 - 1991
Skills
Advertising, Marketing Communications, Marketing Strategy, Online Advertising, Direct Marketing, Corporate Communications, Investor Relations, Public Relations, Copywriting, Copy Editing, Corporate Identity, Project Management
Education
California State University-Fullerton
Bachelor of Arts (BA), Business/Corporate Communications
Memphis State University
University of Kentucky
Matt Stover Matt Stover's Wells Real Estate Funds Experience August 2010 - June 2012
Job Strategy & Finance Analyst at Columbia Property Trust
Industry Financial Services
Experience
Columbia Property Trust June 2012 - Present
Wells Real Estate Funds August 2010 - June 2012
USC Language Academy February 2010 - April 2010
Campus Outreach January 2005 - May 2008
SIL East Asia Group June 2007 - July 2007
Skills
Leadership, Research, Analysis, Strategy, Financial Modeling, Teaching, Strategic Planning, Financial Analysis, Microsoft Excel, Presentation Design, Microsoft Office, Written Communication, editing, Forecasting, Argus Modeling
Education
Biola University 2008 — 2010
Master of Arts, Applied Linguistics
The University of Georgia 2004 — 2008
Bachelor of Arts, Linguistics, Spanish (minor)
Columbia Property Trust June 2012 - Present
Wells Real Estate Funds August 2010 - June 2012
USC Language Academy February 2010 - April 2010
Campus Outreach January 2005 - May 2008
SIL East Asia Group June 2007 - July 2007
Skills
Leadership, Research, Analysis, Strategy, Financial Modeling, Teaching, Strategic Planning, Financial Analysis, Microsoft Excel, Presentation Design, Microsoft Office, Written Communication, editing, Forecasting, Argus Modeling
Education
Biola University 2008 — 2010
Master of Arts, Applied Linguistics
The University of Georgia 2004 — 2008
Bachelor of Arts, Linguistics, Spanish (minor)
Lee Ward, MBA, CFA Lee Ward, MBA, CFA's Wells Real Estate Funds Experience January 2009 - March 2012
Job Director of Capital Markets, CapHarbor Realty Advisors, LLC
Industry Financial Services
Experience
CapHarbor Realty Advisors, LLC November 2013 - Present
CapHarbor Property Management, LLC July 2012 - Present
The Net Lease Group April 2012 - Present
Un2Others Ministries November 2010 - Present
Wells Real Estate Funds January 2009 - March 2012
Wells Real Estate Funds, Inc. January 2006 - December 2008
Wells Real Estate Funds January 2004 - January 2006
Wells Real Estate Funds November 2004 - December 2005
Wells Real Estate Funds September 2002 - January 2004
Commerzbank AG, Atlanta Agency April 1996 - September 2002
Skills
Financial Analysis, Credit Analysis, Capital Structure, Deal Structuring, Commercial Lending, Cash Flow Lending, Credit Facilities, Financial Modeling, Industry Research, Company Research, Partner Relationship..., Budgeting, Capital Budgeting, Real Estate Investment, Alternative Investments, Budgets, Valuation, Credit, Due Diligence, Investments, Asset Managment, Investment Properties, Asset Management, Portfolio Management, Negotiation, Cash Flow, Commercial Real Estate, Strategy, Mergers & Acquisitions, Competitive Analysis, Commercial Leasing, DCF Valuation, Securities, Acquisitions, Capital Markets, Leases, Real Estate Economics, Real Estate Transactions, Venture Capital, Disposition, Financial Structuring, Real Estate, Finance, Property Management, Corporate Real Estate, Real Estate Development, Management
Education
Emory University - Goizueta Business School
Master of Business Administration (M.B.A.), Finance
Auburn University
Bachelor of Science (BS), Environmental Design/Architecture
Auburn University
Bachelor of Science (B.S.), Building Science
LaGrange High School
CapHarbor Realty Advisors, LLC November 2013 - Present
CapHarbor Property Management, LLC July 2012 - Present
The Net Lease Group April 2012 - Present
Un2Others Ministries November 2010 - Present
Wells Real Estate Funds January 2009 - March 2012
Wells Real Estate Funds, Inc. January 2006 - December 2008
Wells Real Estate Funds January 2004 - January 2006
Wells Real Estate Funds November 2004 - December 2005
Wells Real Estate Funds September 2002 - January 2004
Commerzbank AG, Atlanta Agency April 1996 - September 2002
Skills
Financial Analysis, Credit Analysis, Capital Structure, Deal Structuring, Commercial Lending, Cash Flow Lending, Credit Facilities, Financial Modeling, Industry Research, Company Research, Partner Relationship..., Budgeting, Capital Budgeting, Real Estate Investment, Alternative Investments, Budgets, Valuation, Credit, Due Diligence, Investments, Asset Managment, Investment Properties, Asset Management, Portfolio Management, Negotiation, Cash Flow, Commercial Real Estate, Strategy, Mergers & Acquisitions, Competitive Analysis, Commercial Leasing, DCF Valuation, Securities, Acquisitions, Capital Markets, Leases, Real Estate Economics, Real Estate Transactions, Venture Capital, Disposition, Financial Structuring, Real Estate, Finance, Property Management, Corporate Real Estate, Real Estate Development, Management
Education
Emory University - Goizueta Business School
Master of Business Administration (M.B.A.), Finance
Auburn University
Bachelor of Science (BS), Environmental Design/Architecture
Auburn University
Bachelor of Science (B.S.), Building Science
LaGrange High School
Adam Bonner Adam Bonner's Wells Real Estate Funds Experience November 2009 - October 2012
Job Assistant Property Manager,LEED Green Associate
Industry Real Estate
Experience
Piedmont Office Realty Trust December 2014 - Present
RMR October 2012 - December 2014
Wells Real Estate Funds November 2009 - October 2012
Skills
LEED Green Associate, LEED, Commercial Real Estate, Property Management
Education
Georgia Southern University 2000 — 2005
Bachelor of Science (B.S.), Journalism
Piedmont Office Realty Trust December 2014 - Present
RMR October 2012 - December 2014
Wells Real Estate Funds November 2009 - October 2012
Skills
LEED Green Associate, LEED, Commercial Real Estate, Property Management
Education
Georgia Southern University 2000 — 2005
Bachelor of Science (B.S.), Journalism
Sam Stubbert Sam Stubbert's Wells Real Estate Funds Experience October 2010 - April 2013
Job Senior VP at MultiFunds, LLC ✯ I help financial advisors become exceptional
Industry Investment Management
Experience
Multi-Funds, LLC April 2014 - Present
Wells Real Estate Funds October 2010 - April 2013
Behringer March 2006 - October 2010
Federated Investors July 2004 - March 2006
JP Morgan June 1999 - July 2004
Skills
Alternative Investments, Investments, Public Speaking, Networking, Sales Presentations, Tactical Asset..., Mutual Funds, Real Estate, Social Media Marketing, Investment Management, Wealth Management..., Asset Management, Financial Planning, Sales, Series 7, Series 63
Education
Brigham Young University 1993 — 1997
BA, Economics
연세대학교 / Yonsei University 1994 — 1995
Seoul, South Korea, Study Abroad
Multi-Funds, LLC April 2014 - Present
Wells Real Estate Funds October 2010 - April 2013
Behringer March 2006 - October 2010
Federated Investors July 2004 - March 2006
JP Morgan June 1999 - July 2004
Skills
Alternative Investments, Investments, Public Speaking, Networking, Sales Presentations, Tactical Asset..., Mutual Funds, Real Estate, Social Media Marketing, Investment Management, Wealth Management..., Asset Management, Financial Planning, Sales, Series 7, Series 63
Education
Brigham Young University 1993 — 1997
BA, Economics
연세대학교 / Yonsei University 1994 — 1995
Seoul, South Korea, Study Abroad
Eric Bender Eric Bender's Wells Real Estate Funds Experience May 2002 - August 2011
Job Senior Software Engineer at InterContinental Hotels Group
Industry Information Technology and Services
Experience
InterContinental Hotels Group August 2011 - Present
Source Benders February 2011 - Present
Wells Real Estate Funds May 2002 - August 2011
Imaging-Resource January 1999 - May 2001
IBM June 1997 - February 1998
Skills
Java, Oracle, jQuery, CSS, MySQL, REST, Web Applications, Apache, Scrum, CAMEL, Salesforce.com, Android Development, HTML
Education
Georgia Institute of Technology 1995 — 2001
Bachelor of Science, Computer Science
InterContinental Hotels Group August 2011 - Present
Source Benders February 2011 - Present
Wells Real Estate Funds May 2002 - August 2011
Imaging-Resource January 1999 - May 2001
IBM June 1997 - February 1998
Skills
Java, Oracle, jQuery, CSS, MySQL, REST, Web Applications, Apache, Scrum, CAMEL, Salesforce.com, Android Development, HTML
Education
Georgia Institute of Technology 1995 — 2001
Bachelor of Science, Computer Science
Dara Vekasy Dara Vekasy's Wells Real Estate Funds Experience July 2005 - April 2008
Job Realtor at Keller Williams Realty, Inc.
Industry Real Estate
Experience
Keller Williams Realty, Inc. October 2014 - Present
ASAP Solutions Group, LLC August 2013 - July 2014
Ahimsa House January 2013 - May 2013
Anti-Defamation League August 2012 - November 2012
Kennesaw State University 2011 - 2012
Wells Real Estate Funds July 2005 - April 2008
Gwinnett Humane Society March 2000 - May 2006
Skills
Public Speaking, Fundraising, Event Planning, Volunteer Management, Research, Editing, Community Outreach, Facilities Management, Vendor Relationships, Database Administration, Contract Negotiation, Transcription, Historical Research, Non-profit..., Real Estate Sales...
Education
Kennesaw State University 2010 — 2012
Bachelor of Arts (B.A.), American History (United States)
Georgia Perimeter College 2008 — 2010
Associate of Science (A.S.), Teacher Education and Professional Development, Specific Subject Areas
Keller Williams Realty, Inc. October 2014 - Present
ASAP Solutions Group, LLC August 2013 - July 2014
Ahimsa House January 2013 - May 2013
Anti-Defamation League August 2012 - November 2012
Kennesaw State University 2011 - 2012
Wells Real Estate Funds July 2005 - April 2008
Gwinnett Humane Society March 2000 - May 2006
Skills
Public Speaking, Fundraising, Event Planning, Volunteer Management, Research, Editing, Community Outreach, Facilities Management, Vendor Relationships, Database Administration, Contract Negotiation, Transcription, Historical Research, Non-profit..., Real Estate Sales...
Education
Kennesaw State University 2010 — 2012
Bachelor of Arts (B.A.), American History (United States)
Georgia Perimeter College 2008 — 2010
Associate of Science (A.S.), Teacher Education and Professional Development, Specific Subject Areas
Jeff Lynn Jeff Lynn's Wells Real Estate Funds Experience July 2001 - July 2009
Job Attorney, DavidJeffries, LLC
Industry Law Practice
Experience
david-jeffries, LLC, A Law Firm August 2009 - Present
Wells Real Estate Funds July 2001 - July 2009
Invesco US September 1999 - July 2001
Clinical Pathology Laboratories October 1996 - September 1999
Skills
Real Estate Transactions, Commercial Real Estate, Real Property, Property Law, Titles, Closings, Loan Closings, Refinance, Reverse Mortgages, Residential Mortgages, Investments, Strategic Financial..., Mediation, Trusts
Education
Atlanta's John Marshall Law School
Doctor of Law (J.D.), Legal Studies, General
Georgia Institute of Technology
Certification in Software Engineering
Guilford College
Bachelor of Arts (B.A.)
McCallie
University of North Carolina at Chapel Hill
david-jeffries, LLC, A Law Firm August 2009 - Present
Wells Real Estate Funds July 2001 - July 2009
Invesco US September 1999 - July 2001
Clinical Pathology Laboratories October 1996 - September 1999
Skills
Real Estate Transactions, Commercial Real Estate, Real Property, Property Law, Titles, Closings, Loan Closings, Refinance, Reverse Mortgages, Residential Mortgages, Investments, Strategic Financial..., Mediation, Trusts
Education
Atlanta's John Marshall Law School
Doctor of Law (J.D.), Legal Studies, General
Georgia Institute of Technology
Certification in Software Engineering
Guilford College
Bachelor of Arts (B.A.)
McCallie
University of North Carolina at Chapel Hill
Erica Lindquist Erica Lindquist's Wells Real Estate Funds Experience 2011 - January 2014
Job Consultant at Coker Group
Industry Financial Services
Experience
Coker Group February 2014 - Present
Wells Real Estate Funds 2011 - January 2014
Wells Real Estate Funds June 2007 - 2011
Skills
Financial Analysis and..., Relationship Management, Process Improvement, Data Analysis
Education
Kennesaw State University - Michael J. Coles College of Business 2009 — 2011
Master of Business Administration (MBA)
Berry College 2003 — 2007
Bachelor of Science (B.S.), Psychology
Coker Group February 2014 - Present
Wells Real Estate Funds 2011 - January 2014
Wells Real Estate Funds June 2007 - 2011
Skills
Financial Analysis and..., Relationship Management, Process Improvement, Data Analysis
Education
Kennesaw State University - Michael J. Coles College of Business 2009 — 2011
Master of Business Administration (MBA)
Berry College 2003 — 2007
Bachelor of Science (B.S.), Psychology
Christi Cool's Wells Real Estate Funds Experience June 2007 - December 2012
Job Talent Analyst at The Center for Sales Strategy
Industry Management Consulting
Experience
The Center for Sales Strategy March 2013 - Present
Wells Real Estate Funds June 2007 - December 2012
Wells Real Estate Funds December 2005 - June 2007
Wells Real Estate Funds June 2003 - December 2005
National Yellow Pages Marketing Programs 1996 - June 2003
Skills
Real Estate, Leases, Contract Negotiation, Investments, Disposition, Securities, Commercial Real Estate, Mergers, Sales, CRM, Acquisitions, Management, Budgets, Due Diligence, Asset Management, Market Analysis, Mergers & Acquisitions
Education
Auburn University 1991 — 1994
BS, Fashion Merchandising
The Center for Sales Strategy March 2013 - Present
Wells Real Estate Funds June 2007 - December 2012
Wells Real Estate Funds December 2005 - June 2007
Wells Real Estate Funds June 2003 - December 2005
National Yellow Pages Marketing Programs 1996 - June 2003
Skills
Real Estate, Leases, Contract Negotiation, Investments, Disposition, Securities, Commercial Real Estate, Mergers, Sales, CRM, Acquisitions, Management, Budgets, Due Diligence, Asset Management, Market Analysis, Mergers & Acquisitions
Education
Auburn University 1991 — 1994
BS, Fashion Merchandising
Joseph Livesay Joseph Livesay's Wells Real Estate Funds Experience January 2012 - December 2012
Job Retirement Advisor
Industry Financial Services
Experience
Transamerica Retirement Solutions August 2015 - Present
Halliburton October 2013 - April 2015
Wells Real Estate Funds January 2012 - December 2012
Contango Capital Advisors April 2011 - January 2012
Transamerica September 2001 - October 2010
Skills
Wealth Management, Investments, Series 63, Financial Advisory, Series 7, Mutual Funds, Retirement Planning, Securities, Leadership, 401k, Series 6, Series 65, Alternative Investments, Fixed Annuities, Retirement, FINRA, Asset Management, Wealth, Financial Services, Series 24, Variable Annuities, Investment Management, Asset Managment, Uniform Combined State..., Management, Asset Allocation, Financial Planning, Sales, Insurance
Education
College for Financial Planning 2003 — 2008
Portland Bible College 1977 — 1981
B.A, Theology
Transamerica Retirement Solutions August 2015 - Present
Halliburton October 2013 - April 2015
Wells Real Estate Funds January 2012 - December 2012
Contango Capital Advisors April 2011 - January 2012
Transamerica September 2001 - October 2010
Skills
Wealth Management, Investments, Series 63, Financial Advisory, Series 7, Mutual Funds, Retirement Planning, Securities, Leadership, 401k, Series 6, Series 65, Alternative Investments, Fixed Annuities, Retirement, FINRA, Asset Management, Wealth, Financial Services, Series 24, Variable Annuities, Investment Management, Asset Managment, Uniform Combined State..., Management, Asset Allocation, Financial Planning, Sales, Insurance
Education
College for Financial Planning 2003 — 2008
Portland Bible College 1977 — 1981
B.A, Theology
Lori Strom's Wells Real Estate Funds Experience 2004 - 2004
Job Manager, Training, ACE Certification Program and Supply Chain University at United Technologies
Industry Aviation & Aerospace
Experience
United Technologies March 2014 - Present
United Technologies December 2011 - March 2014
Pratt & Whitney Rocketdyne March 2006 - December 2011
Boeing 2005 - 2005
SES Americom 2005 - 2005
Wells Real Estate Funds 2004 - 2004
MetLife 2004 - 2004
Skills
Six Sigma, Process Improvement, Continuous Improvement, Business Process..., Control Charts, Quality Management, Root Cause Analysis, SAP, Green Belt, Software Documentation, Visio, Aerospace, DMAIC, Testing, Cross-functional Team..., MS Project, Earned Value Management, Project Management, Value Stream Mapping, Business Process Mapping, Data Analysis, Strategy, Leadership, Engineering Management, Quality System, Kaizen, Lean Manufacturing, Operations Management, ISO, SPC, Process Engineering, Process Simulation, Program Management, Systems Engineering, Quality Assurance, Black Belt, Operational Excellence, Change Management, Strategic Planning, Risk Management, Minitab, Performance Improvement, FMEA, Team Leadership, 5S, Project Planning, Analysis
Education
Fordham University - Graduate School of Business Administration 2004 — 2006
MBA, Deming Scholars Program
Georgia Institute of Technology 1997 — 2001
BS, Molecular Biology
United Technologies March 2014 - Present
United Technologies December 2011 - March 2014
Pratt & Whitney Rocketdyne March 2006 - December 2011
Boeing 2005 - 2005
SES Americom 2005 - 2005
Wells Real Estate Funds 2004 - 2004
MetLife 2004 - 2004
Skills
Six Sigma, Process Improvement, Continuous Improvement, Business Process..., Control Charts, Quality Management, Root Cause Analysis, SAP, Green Belt, Software Documentation, Visio, Aerospace, DMAIC, Testing, Cross-functional Team..., MS Project, Earned Value Management, Project Management, Value Stream Mapping, Business Process Mapping, Data Analysis, Strategy, Leadership, Engineering Management, Quality System, Kaizen, Lean Manufacturing, Operations Management, ISO, SPC, Process Engineering, Process Simulation, Program Management, Systems Engineering, Quality Assurance, Black Belt, Operational Excellence, Change Management, Strategic Planning, Risk Management, Minitab, Performance Improvement, FMEA, Team Leadership, 5S, Project Planning, Analysis
Education
Fordham University - Graduate School of Business Administration 2004 — 2006
MBA, Deming Scholars Program
Georgia Institute of Technology 1997 — 2001
BS, Molecular Biology
Frank Mitzel Frank Mitzel's Wells Real Estate Funds Experience November 2007 - October 2010
Job Facility Management Professional; Corporate Global Accounts
Industry Real Estate
Experience
ISS Facility Services March 2015 - Present
Jones Lang LaSalle April 2013 - February 2015
Cushman & Wakefield November 2012 - March 2013
FJM Project Solutions, LLC September 2010 - March 2013
Johnson Controls Inc., Global Workplace Solutions October 2011 - November 2012
Wells Real Estate Funds November 2007 - October 2010
Hines February 1996 - June 2007
Skills
Property Management, Project Management, Facilities Management, Engineering Management, MEP Design, Energy Management, Real Estate Development, Real Estate, Construction Management, Construction, Management, Project Planning, Budgets, Corporate Real Estate, Program Management, Commercial Real Estate, LEED, Asset Management, Contractors, Renovation, Leadership, Contract Management, Due Diligence, Change Management, Contract Negotiation, CRM, HVAC, Leases
Education
Colorado State University
United States Navy
Propulsion Engineering
ISS Facility Services March 2015 - Present
Jones Lang LaSalle April 2013 - February 2015
Cushman & Wakefield November 2012 - March 2013
FJM Project Solutions, LLC September 2010 - March 2013
Johnson Controls Inc., Global Workplace Solutions October 2011 - November 2012
Wells Real Estate Funds November 2007 - October 2010
Hines February 1996 - June 2007
Skills
Property Management, Project Management, Facilities Management, Engineering Management, MEP Design, Energy Management, Real Estate Development, Real Estate, Construction Management, Construction, Management, Project Planning, Budgets, Corporate Real Estate, Program Management, Commercial Real Estate, LEED, Asset Management, Contractors, Renovation, Leadership, Contract Management, Due Diligence, Change Management, Contract Negotiation, CRM, HVAC, Leases
Education
Colorado State University
United States Navy
Propulsion Engineering
Christine Craig Christine Craig's Wells Real Estate Funds Experience February 2003 - November 2004
Job Marketing & Incentive Manager
Industry Marketing and Advertising
Experience
First Data Corporation July 2014 - Present
USMotivation 2011 - 2014
Pulse Marketing July 2008 - February 2011
Sprint Nextel, Inc. July 2007 - April 2008
Earthlink, Inc May 2005 - May 2007
Wells Real Estate Funds February 2003 - November 2004
Carrera & Partners June 1999 - November 2000
Nitelite Studios September 1997 - September 1998
Crawford Communications April 1994 - June 1997
Skills
Marketing Strategy, Marketing, Direct Marketing, Marketing Communications, Integrated Marketing, Budgets, Rewards & Recognition, Employee Communications, Incentives, Program Management, Employee Engagement, Employee Recognition, Copywriting, Management, Cross-functional Team..., Advertising, Direct Mail, Email Marketing, Incentive Programs, Internal Communications, Social Media Marketing, Account Management
Education
Keller Graduate School of Management 2009 — 2010
MBA, Business Administration
Georgia State University 1990 — 1995
Bachelors of Science
First Data Corporation July 2014 - Present
USMotivation 2011 - 2014
Pulse Marketing July 2008 - February 2011
Sprint Nextel, Inc. July 2007 - April 2008
Earthlink, Inc May 2005 - May 2007
Wells Real Estate Funds February 2003 - November 2004
Carrera & Partners June 1999 - November 2000
Nitelite Studios September 1997 - September 1998
Crawford Communications April 1994 - June 1997
Skills
Marketing Strategy, Marketing, Direct Marketing, Marketing Communications, Integrated Marketing, Budgets, Rewards & Recognition, Employee Communications, Incentives, Program Management, Employee Engagement, Employee Recognition, Copywriting, Management, Cross-functional Team..., Advertising, Direct Mail, Email Marketing, Incentive Programs, Internal Communications, Social Media Marketing, Account Management
Education
Keller Graduate School of Management 2009 — 2010
MBA, Business Administration
Georgia State University 1990 — 1995
Bachelors of Science
Carlos Alexander Carlos Alexander's Wells Real Estate Funds Experience 2002 - 2006
Job Summer Associate at JamesBatesBrannanGrooverLLP
Industry Banking
Experience
James-Bates-Brannan-Groover-LLP May 2015 - Present
University of GA Law August 2013 - Present
Cox Communications May 2014 - June 2014
Smartstreet A Division of Union Bank August 2007 - August 2013
Reliance Trust 2006 - 2007
Wells Real Estate Funds 2002 - 2006
Wells Real Estate Funds 2002 - 2006
ADP August 2001 - September 2003
Skills
Financial Services, Client Services, Banking, Investments, Relationship Management, Securities
Education
University of Georgia School of Law 2013 — 2016
JD Candidate, Law, 1st Year
Georgia State University 1990 — 1996
Bachelor of Arts (B.A.), Sociology
Georgia Institute of Technology
James-Bates-Brannan-Groover-LLP May 2015 - Present
University of GA Law August 2013 - Present
Cox Communications May 2014 - June 2014
Smartstreet A Division of Union Bank August 2007 - August 2013
Reliance Trust 2006 - 2007
Wells Real Estate Funds 2002 - 2006
Wells Real Estate Funds 2002 - 2006
ADP August 2001 - September 2003
Skills
Financial Services, Client Services, Banking, Investments, Relationship Management, Securities
Education
University of Georgia School of Law 2013 — 2016
JD Candidate, Law, 1st Year
Georgia State University 1990 — 1996
Bachelor of Arts (B.A.), Sociology
Georgia Institute of Technology
Evan Bates Evan Bates's Wells Real Estate Funds Experience September 2010 - November 2011
Job Senior Engineer, Generation Development
Industry Oil & Energy
Experience
Southern Power November 2014 - Present
RedKnot Resource Group July 2013 - Present
Cadence Infrastructure May 2012 - March 2013
Reiver Biomass December 2011 - May 2012
Wells Real Estate Funds September 2010 - November 2011
New Gas Concepts, Inc. July 2006 - September 2009
Intrinergy, LLC November 2003 - June 2006
Colfax Corporation May 2002 - November 2003
Skills
Operations Management, Strategic Partnerships, Global Business..., Business Strategy, Financial Analysis, Biomass, Sustainable Energy, Cleantech, Commercialization, Clean Technology, Renewable Energy, Alternative Energy, Strategic Planning, Manufacturing, Business Development, Management Consulting, Start-ups, Strategy, Mergers, Entrepreneurship, International Business, Corporate Development, Biofuels, Business Planning, Carbon, Energy Policy, Financial Modeling, Engineering, Executive Management, Valuation, Project Finance, Business Process..., Mergers & Acquisitions, Energy, Corporate Finance, Private Equity, Venture Capital, Finance, Restructuring
Education
University of Virginia - Darden Graduate School of Business Administration 2000 — 2002
Master of Business Administration
Georgia Tech 1988 — 1993
Bachelor of Science, Mechanical Engineering
Georgia Tech 1988 — 1993
Bachelor of Science, International Affairs
Homewood High School
Homewood High School
Homewood High School
Southern Power November 2014 - Present
RedKnot Resource Group July 2013 - Present
Cadence Infrastructure May 2012 - March 2013
Reiver Biomass December 2011 - May 2012
Wells Real Estate Funds September 2010 - November 2011
New Gas Concepts, Inc. July 2006 - September 2009
Intrinergy, LLC November 2003 - June 2006
Colfax Corporation May 2002 - November 2003
Skills
Operations Management, Strategic Partnerships, Global Business..., Business Strategy, Financial Analysis, Biomass, Sustainable Energy, Cleantech, Commercialization, Clean Technology, Renewable Energy, Alternative Energy, Strategic Planning, Manufacturing, Business Development, Management Consulting, Start-ups, Strategy, Mergers, Entrepreneurship, International Business, Corporate Development, Biofuels, Business Planning, Carbon, Energy Policy, Financial Modeling, Engineering, Executive Management, Valuation, Project Finance, Business Process..., Mergers & Acquisitions, Energy, Corporate Finance, Private Equity, Venture Capital, Finance, Restructuring
Education
University of Virginia - Darden Graduate School of Business Administration 2000 — 2002
Master of Business Administration
Georgia Tech 1988 — 1993
Bachelor of Science, Mechanical Engineering
Georgia Tech 1988 — 1993
Bachelor of Science, International Affairs
Homewood High School
Homewood High School
Homewood High School
Paris Tauriac's Wells Real Estate Funds Experience 2007 - 2008
Job Client Representative at Kforce
Industry Management Consulting
Experience
Kforce Inc March 2014 - Present
Hunter Warfield October 2013 - December 2013
Hoffman Swartz and Associates November 2009 - September 2013
Ernst & Young June 2006 - March 2009
Wells Real Estate Funds 2007 - 2008
Skills
Management Consulting, Sarbanes-Oxley Act, Business Process..., Internal Audit, Financial Analysis, Auditing, Financial Reporting, Business Analysis, Business Process, Corporate Finance, Accounting, Risk Management, Internal Controls
Education
Clark University 2001 — 2006
Bachelor's degree, Accounting
Kforce Inc March 2014 - Present
Hunter Warfield October 2013 - December 2013
Hoffman Swartz and Associates November 2009 - September 2013
Ernst & Young June 2006 - March 2009
Wells Real Estate Funds 2007 - 2008
Skills
Management Consulting, Sarbanes-Oxley Act, Business Process..., Internal Audit, Financial Analysis, Auditing, Financial Reporting, Business Analysis, Business Process, Corporate Finance, Accounting, Risk Management, Internal Controls
Education
Clark University 2001 — 2006
Bachelor's degree, Accounting
Tom Hallowell Tom Hallowell's Wells Real Estate Funds Experience March 2002 - March 2005
Job Managing Director at Domain Capital Advisors LLC
Industry Real Estate
Experience
Domain Capital Advisors LLC August 2012 - Present
Foundation Realty Advisors June 2009 - December 2012
Colonial Properties Trust April 2005 - December 2008
Wells Real Estate Funds March 2002 - March 2005
Cushman & Wakefield May 1999 - December 2001
PricewaterhouseCoopers 1998 - 1999
Deutsche Bank Realty Advisors 1996 - 1998
Education
Rutgers, The State University of New Jersey-Newark 1986 — 1987
MBA, Finance and Real Estate
Franklin & Marshall College 1978 — 1982
BA, Economics
Tenafly High School 1974 — 1978
College prep
Domain Capital Advisors LLC August 2012 - Present
Foundation Realty Advisors June 2009 - December 2012
Colonial Properties Trust April 2005 - December 2008
Wells Real Estate Funds March 2002 - March 2005
Cushman & Wakefield May 1999 - December 2001
PricewaterhouseCoopers 1998 - 1999
Deutsche Bank Realty Advisors 1996 - 1998
Education
Rutgers, The State University of New Jersey-Newark 1986 — 1987
MBA, Finance and Real Estate
Franklin & Marshall College 1978 — 1982
BA, Economics
Tenafly High School 1974 — 1978
College prep
Susan McClure, PhD Susan McClure, PhD's Wells Real Estate Funds Experience October 2006 - January 2009
Job Vice President / Principal Consultant at Right Management
Industry Management Consulting
Experience
Right Management, a ManPowerGroup Company October 2012 - Present
Shorter University April 2011 - Present
Kennesaw State University January 2009 - Present
The Highland Group May 2011 - October 2012
Conner Partners May 2009 - May 2011
Wells Real Estate Funds October 2006 - January 2009
Carlson Marketing Worldwide June 2001 - October 2006
Dove Consulting 2001 - 2004
Panajachel Balanced Business Solutions 1994 - 2001
Skills
Change Management, Employee Engagement, Workshop Facilitation, Business Development, Strategy Execution, System Design, Leadership Development, Executive Coaching, Organizational..., Cultural Integration, Organizational..., Organizational Design, Management Consulting, Performance Management, Performance Improvement, Teamwork, Talent Management, Training, Human Resources, Coaching, 360 Feedback, CRM, Program Management, Career Development, Management, Team Building, Consulting, Business Strategy, Instructional Design, Succession Planning, Executive Development, Analysis
Education
Capella University
PhD, Business/Leadership
Georgia State University
MEd, Human Resource Development
Georgia State University
BS, Human Resources
Right Management, a ManPowerGroup Company October 2012 - Present
Shorter University April 2011 - Present
Kennesaw State University January 2009 - Present
The Highland Group May 2011 - October 2012
Conner Partners May 2009 - May 2011
Wells Real Estate Funds October 2006 - January 2009
Carlson Marketing Worldwide June 2001 - October 2006
Dove Consulting 2001 - 2004
Panajachel Balanced Business Solutions 1994 - 2001
Skills
Change Management, Employee Engagement, Workshop Facilitation, Business Development, Strategy Execution, System Design, Leadership Development, Executive Coaching, Organizational..., Cultural Integration, Organizational..., Organizational Design, Management Consulting, Performance Management, Performance Improvement, Teamwork, Talent Management, Training, Human Resources, Coaching, 360 Feedback, CRM, Program Management, Career Development, Management, Team Building, Consulting, Business Strategy, Instructional Design, Succession Planning, Executive Development, Analysis
Education
Capella University
PhD, Business/Leadership
Georgia State University
MEd, Human Resource Development
Georgia State University
BS, Human Resources
Todd Mixon, MBA Todd Mixon, MBA's Wells Real Estate Funds Experience October 2005 - January 2011
Job Enterprise Mobility Manager at TMobile
Industry Information Technology and Services
Experience
T-Mobile October 2013 - Present
T-Mobile May 2011 - October 2013
Wells Real Estate Funds October 2005 - January 2011
Wells Real Estate Funds May 2001 - October 2005
Verso Technologies March 1999 - May 2001
LHS Communications June 1997 - March 1999
Alltel Wireless June 1995 - June 1997
Alltel Wireless 1995 - 1997
USAF July 1988 - July 1992
Skills
Mobile Applications, Mobile Solutions, Mobile Devices, Mobile Communications, Oracle Applications, Six Sigma, ITIL, Enterprise Architecture, Mobile Internet, Team Building, Team Leadership, Team Management, Informatica, Database Design, Database Management, Data Warehousing, Internal Audit, IT Audit, RFQ, Account Management, Budgeting, Business Strategy, Contract Negotiation, Change Management, Governance, Negotiation, Operations, Operations Management, Optimization, Strategic Planning, Product Development, Quality, Research, Real Estate, Risk Management, Problem Solving, Telecommunications, Vendor Management, Objective-C, Cocoa Touch, iPhone Support, iPad, Android Development, Google Apps, Windows Mobile, Mobile Payments, Mobile Design, Mobile Technology, Database Admin, Customer Self Service
Education
Georgia College and State University 2013 — 2015
Master of Business Administration (MBA)
Auburn University 1985 — 1995
BS, Management Information Systems
T-Mobile October 2013 - Present
T-Mobile May 2011 - October 2013
Wells Real Estate Funds October 2005 - January 2011
Wells Real Estate Funds May 2001 - October 2005
Verso Technologies March 1999 - May 2001
LHS Communications June 1997 - March 1999
Alltel Wireless June 1995 - June 1997
Alltel Wireless 1995 - 1997
USAF July 1988 - July 1992
Skills
Mobile Applications, Mobile Solutions, Mobile Devices, Mobile Communications, Oracle Applications, Six Sigma, ITIL, Enterprise Architecture, Mobile Internet, Team Building, Team Leadership, Team Management, Informatica, Database Design, Database Management, Data Warehousing, Internal Audit, IT Audit, RFQ, Account Management, Budgeting, Business Strategy, Contract Negotiation, Change Management, Governance, Negotiation, Operations, Operations Management, Optimization, Strategic Planning, Product Development, Quality, Research, Real Estate, Risk Management, Problem Solving, Telecommunications, Vendor Management, Objective-C, Cocoa Touch, iPhone Support, iPad, Android Development, Google Apps, Windows Mobile, Mobile Payments, Mobile Design, Mobile Technology, Database Admin, Customer Self Service
Education
Georgia College and State University 2013 — 2015
Master of Business Administration (MBA)
Auburn University 1985 — 1995
BS, Management Information Systems
Kim Comer Kim Comer's Wells Real Estate Funds Experience November 1991 - November 2008
Job Regional Vice President at Realty Capital Securities, Inc.
Industry Investment Management
Experience
Realty Capital Securities January 2009 - Present
Wells Real Estate Funds November 1991 - November 2008
Keogler Morgan & Company, Inc. October 1987 - September 1991
Skills
Securities, Sales, Marketing, Accounting, Finance, Leadership, Series 24, Series 63, Mutual Funds, Alternative Investments, Investments, Financial Analysis, FINRA, Series 7, Financial Services, Insurance
Education
Georgia State University - J. Mack Robinson College of Business 1974 — 1976
BA, Accounting
Emory University - Goizueta Business School 1971 — 1973
Economics and Accounting
Realty Capital Securities January 2009 - Present
Wells Real Estate Funds November 1991 - November 2008
Keogler Morgan & Company, Inc. October 1987 - September 1991
Skills
Securities, Sales, Marketing, Accounting, Finance, Leadership, Series 24, Series 63, Mutual Funds, Alternative Investments, Investments, Financial Analysis, FINRA, Series 7, Financial Services, Insurance
Education
Georgia State University - J. Mack Robinson College of Business 1974 — 1976
BA, Accounting
Emory University - Goizueta Business School 1971 — 1973
Economics and Accounting
Joshua Davinci Joshua Davinci's Wells Real Estate Funds Experience February 1998 - Present
Job Managing Director at Wells Real Estate Funds
Industry Financial Services
Experience
Wells Real Estate Funds February 1998 - Present
Skills
Real Estate Investment, real estate management, Economics
Education
Emory University - Goizueta Business School 1994 — 1996
MBA, Econoimics, Real Estate
Wells Real Estate Funds February 1998 - Present
Skills
Real Estate Investment, real estate management, Economics
Education
Emory University - Goizueta Business School 1994 — 1996
MBA, Econoimics, Real Estate
Regan Stanfield Regan Stanfield's Wells Real Estate Funds Experience March 2003 - Present
Job Assistant Vice President at Wells Real Estate Funds
Industry Financial Services
Experience
Wells Real Estate Funds March 2003 - Present
Wells Real Estate Funds June 2006 - April 2011
Wells Real Estate Funds 2004 - 2005
Wells Real Estate Funds 2003 - 2005
Skills
Series 24, Series 63, Financial Modeling, Alternative Investments, Series 7, Investments, Securities, Portfolio Management, Salesforce.com, Due Diligence, Strategic Financial..., Asset Managment, Relationship Management, Mutual Funds, Financial Services, FINRA, Underwriting, Wealth Management, Real Estate, Valuation, Financial Analysis, 401k, Asset Allocation, Financial Advisory
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2009
MBA, Personal Financial Planning
Auburn University 1998 — 2002
BA, Management Information Systems
Wells Real Estate Funds March 2003 - Present
Wells Real Estate Funds June 2006 - April 2011
Wells Real Estate Funds 2004 - 2005
Wells Real Estate Funds 2003 - 2005
Skills
Series 24, Series 63, Financial Modeling, Alternative Investments, Series 7, Investments, Securities, Portfolio Management, Salesforce.com, Due Diligence, Strategic Financial..., Asset Managment, Relationship Management, Mutual Funds, Financial Services, FINRA, Underwriting, Wealth Management, Real Estate, Valuation, Financial Analysis, 401k, Asset Allocation, Financial Advisory
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2009
MBA, Personal Financial Planning
Auburn University 1998 — 2002
BA, Management Information Systems
Edie Sutton's Wells Real Estate Funds Experience 2003 - 2003
Job Regional Coordinator for Dr. Lance Cleveland
Industry Veterinary
Experience
Equine and Canine Chiropractic 2013 - 2014
Henry County Police Department March 2010 - November 2011
Georgia Piedmont Technical College February 2007 - August 2011
Millar and Mixon, LLC December 2005 - March 2010
Wellspring Animal Training 1981 - 2010
Duane Morris, LLC September 2004 - January 2005
Georgia Pacific April 1997 - December 2003
Wells Real Estate Funds 2003 - 2003
Fulton County October 1985 - April 1997
IBM Global Business Services 1982 - 1984
Skills
Active Shooter, Canine Massage, Corporate Security, Criminal Justice, Customer Service, Enforcement, Evidence, Executive Protection, Expert Witness, Fraud, Higher Education, Interrogation, Management, Physical Security, Police, Private Investigations, Public Speaking, Security, Training, Veterinary Medicine, Witness Location, Crime Prevention
Education
Capella University 2009 — 2011
Masters of Science, Public Safety
Georgia State University 1983 — 2009
Bachelor of Science, Criminal Justice
Kennesaw State University 1981 — 1983
A.A., Criminal Justice
Campbell High School 1977 — 1981
Campbell High School 1977 — 1981
Tehran American School 1971 — 1975
basics
Equine and Canine Chiropractic 2013 - 2014
Henry County Police Department March 2010 - November 2011
Georgia Piedmont Technical College February 2007 - August 2011
Millar and Mixon, LLC December 2005 - March 2010
Wellspring Animal Training 1981 - 2010
Duane Morris, LLC September 2004 - January 2005
Georgia Pacific April 1997 - December 2003
Wells Real Estate Funds 2003 - 2003
Fulton County October 1985 - April 1997
IBM Global Business Services 1982 - 1984
Skills
Active Shooter, Canine Massage, Corporate Security, Criminal Justice, Customer Service, Enforcement, Evidence, Executive Protection, Expert Witness, Fraud, Higher Education, Interrogation, Management, Physical Security, Police, Private Investigations, Public Speaking, Security, Training, Veterinary Medicine, Witness Location, Crime Prevention
Education
Capella University 2009 — 2011
Masters of Science, Public Safety
Georgia State University 1983 — 2009
Bachelor of Science, Criminal Justice
Kennesaw State University 1981 — 1983
A.A., Criminal Justice
Campbell High School 1977 — 1981
Campbell High School 1977 — 1981
Tehran American School 1971 — 1975
basics
Mike Dobbs's Wells Real Estate Funds Experience 2003 - 2012
Job President & former CMO
Industry Marketing and Advertising
Experience
Michael Dobbs & Associates 2013 - Present
Wells Real Estate Funds 2003 - 2012
Cingular Wireless (Now AT&T Mobility) 2000 - 2003
BellSouth Telecommunications (Now AT&T) 1999 - 2000
BellSouth Mobility (Now AT&T Mobility) 1997 - 2000
BellSouth Mobility (Now AT&T Mobility) 1996 - 1997
BellSouth Mobility (Now AT&T Mobility) 1995 - 1997
BellSouth International 1993 - 1995
BellSouth Mobility (Now AT&T Mobility) 1991 - 1993
BellSouth Mobility (Now AT&T Mobility) 1989 - 1991
Skills
Executive Management, Strategic Leadership, M&A experience, Board Relations, General Management, Marketing Strategy, Marketing, Marketing Communications, Email Marketing, Social Media Marketing, Competitive Intelligence, Distribution Strategies, Multi-channel Retail, Retail Distribution..., General Operations, Pricing Strategy, Corporate Finance, Increasing ROI, Direct Marketing, Marketing Research, Competitive Analysis, Product Development, Product Marketing, Product Management, Investor Relations, Non-profit Boards, Internal Communications, Public Relations, Crisis Communications, Salesforce.com, Sales Management, Sales Operations, International Sales, Expatriate Leader, Corporate Real Estate, Corporate Websites, Architecture, Leadership, Telecommunications, Budgets, Business Development, Integrated Marketing, Management, Mergers & Acquisitions, Strategic Partnerships, Program Management, Sales, Business Strategy, B2B, Market Research
Education
Wharton School, University of Pennsylvania 1997 — 1997
Certificate, Marketing Strategy
Emory University - Goizueta Business School 1995 — 1995
Certificate, Finance
Auburn University 1979 — 1984
Bachelor of Architecture (B.Arch.), Architecture
Auburn University 1979 — 1984
Bachelor of Science (B.S.), Building Science
Michael Dobbs & Associates 2013 - Present
Wells Real Estate Funds 2003 - 2012
Cingular Wireless (Now AT&T Mobility) 2000 - 2003
BellSouth Telecommunications (Now AT&T) 1999 - 2000
BellSouth Mobility (Now AT&T Mobility) 1997 - 2000
BellSouth Mobility (Now AT&T Mobility) 1996 - 1997
BellSouth Mobility (Now AT&T Mobility) 1995 - 1997
BellSouth International 1993 - 1995
BellSouth Mobility (Now AT&T Mobility) 1991 - 1993
BellSouth Mobility (Now AT&T Mobility) 1989 - 1991
Skills
Executive Management, Strategic Leadership, M&A experience, Board Relations, General Management, Marketing Strategy, Marketing, Marketing Communications, Email Marketing, Social Media Marketing, Competitive Intelligence, Distribution Strategies, Multi-channel Retail, Retail Distribution..., General Operations, Pricing Strategy, Corporate Finance, Increasing ROI, Direct Marketing, Marketing Research, Competitive Analysis, Product Development, Product Marketing, Product Management, Investor Relations, Non-profit Boards, Internal Communications, Public Relations, Crisis Communications, Salesforce.com, Sales Management, Sales Operations, International Sales, Expatriate Leader, Corporate Real Estate, Corporate Websites, Architecture, Leadership, Telecommunications, Budgets, Business Development, Integrated Marketing, Management, Mergers & Acquisitions, Strategic Partnerships, Program Management, Sales, Business Strategy, B2B, Market Research
Education
Wharton School, University of Pennsylvania 1997 — 1997
Certificate, Marketing Strategy
Emory University - Goizueta Business School 1995 — 1995
Certificate, Finance
Auburn University 1979 — 1984
Bachelor of Architecture (B.Arch.), Architecture
Auburn University 1979 — 1984
Bachelor of Science (B.S.), Building Science
Alina Bikineyeva's Wells Real Estate Funds Experience January 2012 - December 2012
Job UXDi Student at General Assembly
Industry Commercial Real Estate
Experience
General Assembly September 2015 - Present
The RADCO Companies ® October 2014 - September 2015
The RADCO Companies July 2013 - October 2014
German American Chamber of Commerce, Inc. January 2013 - July 2013
Wells Real Estate Funds January 2012 - December 2012
Samuel Shapiro September 2011 - January 2012
Wells Real Asset Management GmbH May 2011 - October 2011
The National Security Archive May 2008 - August 2008
Department of Veterans Affairs May 2003 - August 2007
Emory University May 2004 - August 2004
Skills
PowerPoint, Microsoft Word, Strategic Planning, Spanish, Project Management, Marketing, French, Public Relations, Social Media, Event Planning, Public Speaking, Team Leadership, Customer Service, Accounting, Budget, Budgets, Market Research, Data Analysis, Analysis
Education
Emory University 2007 — 2011
Economics, International Trade and Finance, German
IES Vienna 2010 — 2010
Centennial High School 2003 — 2007
General Assembly September 2015 - Present
The RADCO Companies ® October 2014 - September 2015
The RADCO Companies July 2013 - October 2014
German American Chamber of Commerce, Inc. January 2013 - July 2013
Wells Real Estate Funds January 2012 - December 2012
Samuel Shapiro September 2011 - January 2012
Wells Real Asset Management GmbH May 2011 - October 2011
The National Security Archive May 2008 - August 2008
Department of Veterans Affairs May 2003 - August 2007
Emory University May 2004 - August 2004
Skills
PowerPoint, Microsoft Word, Strategic Planning, Spanish, Project Management, Marketing, French, Public Relations, Social Media, Event Planning, Public Speaking, Team Leadership, Customer Service, Accounting, Budget, Budgets, Market Research, Data Analysis, Analysis
Education
Emory University 2007 — 2011
Economics, International Trade and Finance, German
IES Vienna 2010 — 2010
Centennial High School 2003 — 2007
Amir Salari, CPA Amir Salari, CPA's Wells Real Estate Funds Experience October 2003 - July 2005
Job Business Consultant
Industry Commercial Real Estate
Experience
CFO Alliance, Inc. June 2015 - Present
Directed Capital Resources July 2009 - June 2015
PricewaterhouseCoopers June 2007 - July 2009
Wells Real Estate Funds October 2003 - July 2005
Matrix Resources 2001 - 2003
Hatfield Phillips 2000 - 2000
Skills
Financial Analysis, Due Diligence, Accounting, Strategic Financial..., Financial Modeling, Mergers, Financial Reporting, Investments, Budget, Valuation, Finance, Process Improvement, Mergers & Acquisitions, Real Estate, Auditing, Internal Controls, Sarbanes-Oxley Act, Budgets
Education
University of Florida - Warrington College of Business Administration 2005 — 2007
MBA
Emory University - Goizueta Business School 1997 — 2001
BBA
CFO Alliance, Inc. June 2015 - Present
Directed Capital Resources July 2009 - June 2015
PricewaterhouseCoopers June 2007 - July 2009
Wells Real Estate Funds October 2003 - July 2005
Matrix Resources 2001 - 2003
Hatfield Phillips 2000 - 2000
Skills
Financial Analysis, Due Diligence, Accounting, Strategic Financial..., Financial Modeling, Mergers, Financial Reporting, Investments, Budget, Valuation, Finance, Process Improvement, Mergers & Acquisitions, Real Estate, Auditing, Internal Controls, Sarbanes-Oxley Act, Budgets
Education
University of Florida - Warrington College of Business Administration 2005 — 2007
MBA
Emory University - Goizueta Business School 1997 — 2001
BBA
Woody Soemantoro Woody Soemantoro's Wells Real Estate Funds Experience 2003 - January 2007
Job Director, National Accounts at MDS Securities, LLC
Industry Capital Markets
Experience
MDS Securities, LLC August 2015 - Present
Catalyst Energy Inc June 2010 - August 2015
Texas Energy Holdings, Inc. January 2009 - May 2010
Evergreen Realty Group, LLC January 2007 - December 2008
Wells Real Estate Funds 2003 - January 2007
Mentis Broadband Solutions 2001 - 2002
Prudential Securities 1995 - 2001
Fulton Breakfield Broenniman, Inc. 1992 - 1995
The Burney Company 1990 - 1992
Skills
Alternative Investments, Investments, Series 7, Private Placements, Asset, Securities, Series 63, Bonds, Investment Strategies, Mutual Funds, Estate Planning, Wealth Management, Strategic Financial..., Asset Management, Relationship Management, Investment Management, Due Diligence, Retirement, Investment Advisory, Equities, Retirement Planning, Financial Advisory, Portfolio Management, Finance, Private Equity, Funding, Investor Relations, Hedge Funds, Valuation, FINRA, Capital Markets, Financial Services, Venture Capital, Asset Allocation, Investment Banking, Financial Analysis, Financial Planning
Education
George Mason University
BS, Economics
MDS Securities, LLC August 2015 - Present
Catalyst Energy Inc June 2010 - August 2015
Texas Energy Holdings, Inc. January 2009 - May 2010
Evergreen Realty Group, LLC January 2007 - December 2008
Wells Real Estate Funds 2003 - January 2007
Mentis Broadband Solutions 2001 - 2002
Prudential Securities 1995 - 2001
Fulton Breakfield Broenniman, Inc. 1992 - 1995
The Burney Company 1990 - 1992
Skills
Alternative Investments, Investments, Series 7, Private Placements, Asset, Securities, Series 63, Bonds, Investment Strategies, Mutual Funds, Estate Planning, Wealth Management, Strategic Financial..., Asset Management, Relationship Management, Investment Management, Due Diligence, Retirement, Investment Advisory, Equities, Retirement Planning, Financial Advisory, Portfolio Management, Finance, Private Equity, Funding, Investor Relations, Hedge Funds, Valuation, FINRA, Capital Markets, Financial Services, Venture Capital, Asset Allocation, Investment Banking, Financial Analysis, Financial Planning
Education
George Mason University
BS, Economics
Brian Koehler Brian Koehler's Wells Real Estate Funds Experience May 2003 - February 2005
Job Vendor Analyst Manager at Deutsche Bank
Industry Banking
Experience
Deutsche Bank September 2013 - Present
Radius October 2012 - September 2013
Parexel International, Inc November 2010 - September 2012
PAREXEL September 2007 - September 2012
Parexel International, Inc September 2007 - November 2010
BearingPoint, Inc February 2007 - September 2007
Hewitt Associates LLC August 2005 - December 2006
Wells Real Estate Funds May 2003 - February 2005
ADP/Randstad September 2002 - April 2003
Skills
Microsoft Excel, Business Objects, Oracle Applications, Siebel, Microsoft Office, Essbase, Hyperion Enterprise, Forecasting, Financial Modeling, Analysis, Financial Reporting, Revenue Recognition, Financial Analysis, Accounting, Finance, Managerial Finance, Sarbanes-Oxley Act, Budgets, Project Management, Leadership, Process Improvement, Cross-functional Team..., Variance Analysis, Financial Planning, Oracle, Internal Controls, Training, Strategic Planning, Business Analysis, Accounts Payable
Education
Georgia Institute of Technology 1995 — 2001
Bachelor of Science, Industrial and Systems Engineering
University of Sydney
Victoria University
Deutsche Bank September 2013 - Present
Radius October 2012 - September 2013
Parexel International, Inc November 2010 - September 2012
PAREXEL September 2007 - September 2012
Parexel International, Inc September 2007 - November 2010
BearingPoint, Inc February 2007 - September 2007
Hewitt Associates LLC August 2005 - December 2006
Wells Real Estate Funds May 2003 - February 2005
ADP/Randstad September 2002 - April 2003
Skills
Microsoft Excel, Business Objects, Oracle Applications, Siebel, Microsoft Office, Essbase, Hyperion Enterprise, Forecasting, Financial Modeling, Analysis, Financial Reporting, Revenue Recognition, Financial Analysis, Accounting, Finance, Managerial Finance, Sarbanes-Oxley Act, Budgets, Project Management, Leadership, Process Improvement, Cross-functional Team..., Variance Analysis, Financial Planning, Oracle, Internal Controls, Training, Strategic Planning, Business Analysis, Accounts Payable
Education
Georgia Institute of Technology 1995 — 2001
Bachelor of Science, Industrial and Systems Engineering
University of Sydney
Victoria University
Blake Underwood's Wells Real Estate Funds Experience June 2010 - February 2013
Job Director Acquisitions & Dispositions at Columbia Property Trust
Industry Real Estate
Experience
Columbia Property Trust March 2013 - Present
Wells Real Estate Funds June 2010 - February 2013
Duff & Phelps January 2010 - June 2010
The Governor's Office July 2009 - January 2010
Skills
Argus Modeling, DCF Valuation, Microsoft Excel, Real Estate, Real Estate Economics, Real Estate Transactions, Investment Valuation, Investment Management, Investment Strategies, Due Diligence, Commercial Real Estate, Valuation, Acquisitions, Disposition, Investments, Corporate Real Estate, Capital Markets, Asset Management, Dispositions, Financial Analysis, Financial Modeling
Education
Emory University 2012 — 2015
Master of Business Administration (M.B.A.), Finance & Real Estate
The University of Georgia 2005 — 2009
Bachelors of Business Administration, Real Estate
Columbia Property Trust March 2013 - Present
Wells Real Estate Funds June 2010 - February 2013
Duff & Phelps January 2010 - June 2010
The Governor's Office July 2009 - January 2010
Skills
Argus Modeling, DCF Valuation, Microsoft Excel, Real Estate, Real Estate Economics, Real Estate Transactions, Investment Valuation, Investment Management, Investment Strategies, Due Diligence, Commercial Real Estate, Valuation, Acquisitions, Disposition, Investments, Corporate Real Estate, Capital Markets, Asset Management, Dispositions, Financial Analysis, Financial Modeling
Education
Emory University 2012 — 2015
Master of Business Administration (M.B.A.), Finance & Real Estate
The University of Georgia 2005 — 2009
Bachelors of Business Administration, Real Estate
Patrick M. Freeman RPA CPM CCIM LEED AP BOMA Fellow Patrick M. Freeman RPA CPM CCIM LEED AP BOMA Fellow's Wells Real Estate Funds Experience August 2005 - February 2013
Job Executive Vice President at Wheeler/Brand Management Company
Industry Real Estate
Experience
Wheeler/Brand Management Company April 2015 - Present
Columbia Property Trust March 2013 - December 2014
Wells Real Estate Funds August 2005 - February 2013
BOMI International / BOMA Georgia 1997 - 2012
Trammell Crow Company February 2003 - August 2005
Childress Klein Properties June 1993 - February 2003
Carter & Associates December 1984 - June 1993
DeKalb County Schools February 1981 - August 1984
Skills
Leadership, Management, Real Estate, Property Management, Budgets, Strategic Planning, Asset Management, Real Estate Development, Real Estate Transactions, Contract Management, Training, Negotiation, Due Diligence, Portfolio Management, Teaching, Brokerage, Customer Service, Investment Properties, Construction, Marketing, Business Development, New Business Development, Construction Management, Acquisitions, Investments, Operations Management, Public Speaking, Financial Analysis, Commercial Leasing, Sustainability
Education
Georgia Institute of Technology 2000 — 2003
Master of Science, Integrated Property and Facility Management
Florida State University 1976 — 1980
BME, Music Education, cum laude
Wheeler/Brand Management Company April 2015 - Present
Columbia Property Trust March 2013 - December 2014
Wells Real Estate Funds August 2005 - February 2013
BOMI International / BOMA Georgia 1997 - 2012
Trammell Crow Company February 2003 - August 2005
Childress Klein Properties June 1993 - February 2003
Carter & Associates December 1984 - June 1993
DeKalb County Schools February 1981 - August 1984
Skills
Leadership, Management, Real Estate, Property Management, Budgets, Strategic Planning, Asset Management, Real Estate Development, Real Estate Transactions, Contract Management, Training, Negotiation, Due Diligence, Portfolio Management, Teaching, Brokerage, Customer Service, Investment Properties, Construction, Marketing, Business Development, New Business Development, Construction Management, Acquisitions, Investments, Operations Management, Public Speaking, Financial Analysis, Commercial Leasing, Sustainability
Education
Georgia Institute of Technology 2000 — 2003
Master of Science, Integrated Property and Facility Management
Florida State University 1976 — 1980
BME, Music Education, cum laude
Lance Brady's Wells Real Estate Funds Experience 2002 - 2008
Job Regional Director at Financial Products LLC
Industry Financial Services
Experience
Financial Products LLC July 2011 - Present
Lightstone 2009 - February 2010
Wells Real Estate Funds 2002 - 2008
FranklinCovey 1989 - 1999
Hewlett-Packard 1981 - 1987
Education
Georgia Institute of Technology 1967 — 1971
BSIE
Financial Products LLC July 2011 - Present
Lightstone 2009 - February 2010
Wells Real Estate Funds 2002 - 2008
FranklinCovey 1989 - 1999
Hewlett-Packard 1981 - 1987
Education
Georgia Institute of Technology 1967 — 1971
BSIE
Andy Roberts Andy Roberts's Wells Real Estate Funds Experience 2006 - 2013
Job Commercial Real Estate Consultant at Cresa
Industry Commercial Real Estate
Experience
Cresa Atlanta 2014 - Present
SignatureFD 2013 - 2014
Wells Real Estate Funds 2006 - 2013
Homrich Berg 2005 - 2006
Education
Furman University 1996 — 2000
Bachelor of Arts (B.A.), Business Administration
Georgia State University - J. Mack Robinson College of Business 2003 — 2005
Master of Business Administration (M.B.A.), Finance
Cresa Atlanta 2014 - Present
SignatureFD 2013 - 2014
Wells Real Estate Funds 2006 - 2013
Homrich Berg 2005 - 2006
Education
Furman University 1996 — 2000
Bachelor of Arts (B.A.), Business Administration
Georgia State University - J. Mack Robinson College of Business 2003 — 2005
Master of Business Administration (M.B.A.), Finance
Laura Lynn Hutton's Wells Real Estate Funds Experience 2000 - 2005
Job Intern Architect at Glick Boehm Architects
Industry Architecture & Planning
Experience
Glick Boehm Architects September 2014 - Present
LFA Architecture May 2014 - August 2014
Meadors, Inc. May 2013 - 2014
Meadors Construction, Inc. May 2012 - August 2012
Hutton Mebane Design + Construction, LLC 2005 - 2009
Wells Real Estate Funds 2000 - 2005
Skills
Marketing, Strategic Planning, Event Planning, Public Speaking, InDesign, Photoshop, Microsoft Office, Illustrator, AutoCAD, Revit, Sales, Interior Design, Architecture, Series 7, Business Strategy, Rhino, Rendering, Design Research, AutoCAD Architecture
Education
Clemson University 2010 — 2013
Master of Architecture (M.Arch.), Architecture
Brenau University 2001 — 2005
Bachelor of Fine Arts (BFA), Interior Design
Penn State University 1996 — 2000
Bachelor of Science (BS), Business Management, Service
Glick Boehm Architects September 2014 - Present
LFA Architecture May 2014 - August 2014
Meadors, Inc. May 2013 - 2014
Meadors Construction, Inc. May 2012 - August 2012
Hutton Mebane Design + Construction, LLC 2005 - 2009
Wells Real Estate Funds 2000 - 2005
Skills
Marketing, Strategic Planning, Event Planning, Public Speaking, InDesign, Photoshop, Microsoft Office, Illustrator, AutoCAD, Revit, Sales, Interior Design, Architecture, Series 7, Business Strategy, Rhino, Rendering, Design Research, AutoCAD Architecture
Education
Clemson University 2010 — 2013
Master of Architecture (M.Arch.), Architecture
Brenau University 2001 — 2005
Bachelor of Fine Arts (BFA), Interior Design
Penn State University 1996 — 2000
Bachelor of Science (BS), Business Management, Service
Peter Zucco's Wells Real Estate Funds Experience January 2003 - May 2013
Job Senior Regional Vice President at Northstar Securities
Industry Financial Services
Experience
NorthStar Securities, LLC August 2013 - Present
Lighstone Capital Markets May 2013 - July 2013
Wells Real Estate Funds January 2003 - May 2013
Wells Real Estate Funds June 2000 - December 2002
Smith Barney August 1997 - April 2000
MCI Communications February 1996 - July 1997
Skills
Series 63, Series 7, Alternative Investments, Investments, Asset Management, Mutual Funds, Securities, Portfolio Management, Wealth Management, Salesforce.com, Retirement Planning, Financial Services
Education
Florida State University 1982 — 1986
Bachelor of Science, Hospitality Administration/Management
Jesuit High School 1978 — 1982
NorthStar Securities, LLC August 2013 - Present
Lighstone Capital Markets May 2013 - July 2013
Wells Real Estate Funds January 2003 - May 2013
Wells Real Estate Funds June 2000 - December 2002
Smith Barney August 1997 - April 2000
MCI Communications February 1996 - July 1997
Skills
Series 63, Series 7, Alternative Investments, Investments, Asset Management, Mutual Funds, Securities, Portfolio Management, Wealth Management, Salesforce.com, Retirement Planning, Financial Services
Education
Florida State University 1982 — 1986
Bachelor of Science, Hospitality Administration/Management
Jesuit High School 1978 — 1982
Michael Klimek, CSM Michael Klimek, CSM's Wells Real Estate Funds Experience 2001 - 2006
Job Business Analyst at Servpro Industries
Industry Information Technology and Services
Experience
Servpro Industries February 2015 - Present
NFIB January 2012 - January 2015
National Association of State Boards of Accountancy (NASBA) 2006 - 2011
Wells Real Estate Funds 2001 - 2006
Bankers Trust 1995 - 2001
Provident Music 1993 - 1995
Skills
Business Analysis, Agile Project Management, Waterfall, Visio, MS Project, IBM iSeries, Siebel Administration, Oracle Applications, Documentation, Certified Scrum Master..., CRM
Education
Austin Peay State University 1988 — 1992
Bachelor of Science, Psychology, Mass Communications
Servpro Industries February 2015 - Present
NFIB January 2012 - January 2015
National Association of State Boards of Accountancy (NASBA) 2006 - 2011
Wells Real Estate Funds 2001 - 2006
Bankers Trust 1995 - 2001
Provident Music 1993 - 1995
Skills
Business Analysis, Agile Project Management, Waterfall, Visio, MS Project, IBM iSeries, Siebel Administration, Oracle Applications, Documentation, Certified Scrum Master..., CRM
Education
Austin Peay State University 1988 — 1992
Bachelor of Science, Psychology, Mass Communications
Molly Perry Molly Perry's Wells Real Estate Funds Experience June 2006 - Present
Job Account Management at Sealed Air Corporation
Industry Investment Management
Experience
Sealed Air Corporation January 2013 - Present
Wells Real Estate Funds June 2006 - Present
Education
Clemson University 1999 — 2003
BS, Marketing
Sealed Air Corporation January 2013 - Present
Wells Real Estate Funds June 2006 - Present
Education
Clemson University 1999 — 2003
BS, Marketing
Cheryl Moultrie-Brown Cheryl Moultrie-Brown's Wells Real Estate Funds Experience November 2011 - Present
Job Marketing Project Manager at Delta Dental (Independent Contractor)
Industry Marketing and Advertising
Experience
Wells Real Estate Funds November 2011 - Present
Wells Real Estate Funds July 2004 - November 2011
Wells Real Estate Funds February 2001 - July 2004
Wells Real Estate Funds October 2000 - February 2001
Skills
Account Management, Direct Mail, Marketing, Email Marketing, Integrated Marketing, Social Media Marketing, Trade Shows, Marketing Strategy, Corporate Communications, New Business Development, Strategic Planning, Acrobat 8 Professional, InDesign CS5, Dreamweaver CS5, Photoshop CS5, HTML, Illustrator CS5, MS Office Suite, Mac, Salesforce.com, SilverPop, Siebel, Teamsite, Workamajig, Management, Microsoft Office, Sales, Project Management, Direct Marketing
Education
Georgia Perimeter College
University of Phoenix
Wells Real Estate Funds November 2011 - Present
Wells Real Estate Funds July 2004 - November 2011
Wells Real Estate Funds February 2001 - July 2004
Wells Real Estate Funds October 2000 - February 2001
Skills
Account Management, Direct Mail, Marketing, Email Marketing, Integrated Marketing, Social Media Marketing, Trade Shows, Marketing Strategy, Corporate Communications, New Business Development, Strategic Planning, Acrobat 8 Professional, InDesign CS5, Dreamweaver CS5, Photoshop CS5, HTML, Illustrator CS5, MS Office Suite, Mac, Salesforce.com, SilverPop, Siebel, Teamsite, Workamajig, Management, Microsoft Office, Sales, Project Management, Direct Marketing
Education
Georgia Perimeter College
University of Phoenix
Bunnie (Nicole) Hilliard Bunnie (Nicole) Hilliard's Wells Real Estate Funds Experience December 2006 - January 2009
Job Subscription Box Curator and Family Lifestyle Blogger
Industry Design
Experience
Giggle Girls Book Club October 2014 - Present
Life & Times Bunnie Hilliard January 2012 - Present
Smith & Nephew January 2010 - December 2011
Wells Real Estate Funds December 2006 - January 2009
Bank of America May 2005 - December 2006
Merrill Lynch January 2001 - August 2003
Skills
Marketing, Marketing Strategy, Marketing Communications, Relationship Management, Direct Marketing, Strategic Planning, Financial Services, Social Media Marketing, Email Marketing, Corporate Communications, Team Leadership, Competitive Analysis, Leadership, Integrated Marketing
Education
Clark Atlanta University 2003 — 2005
MBA, Marketing
Florida Agricultural and Mechanical University 1995 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
Giggle Girls Book Club October 2014 - Present
Life & Times Bunnie Hilliard January 2012 - Present
Smith & Nephew January 2010 - December 2011
Wells Real Estate Funds December 2006 - January 2009
Bank of America May 2005 - December 2006
Merrill Lynch January 2001 - August 2003
Skills
Marketing, Marketing Strategy, Marketing Communications, Relationship Management, Direct Marketing, Strategic Planning, Financial Services, Social Media Marketing, Email Marketing, Corporate Communications, Team Leadership, Competitive Analysis, Leadership, Integrated Marketing
Education
Clark Atlanta University 2003 — 2005
MBA, Marketing
Florida Agricultural and Mechanical University 1995 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
Rick Shooman's Wells Real Estate Funds Experience 2001 - 2006
Job SVP, Financial Crimes Technology
Industry Computer Software
Experience
Bank of America 2011 - Present
Accenture 2010 - 2011
TIAA-CREF 2006 - 2009
Wells Real Estate Funds 2001 - 2006
Proxicom 1999 - 2001
Skills
Integration, Software Project..., IT Strategy, Data Warehousing, Enterprise Architecture, Requirements Analysis, SDLC, Business Analysis, SOA, Leadership, Disaster Recovery, Business Intelligence, Web Development, Strategy, IT Management, Vendor Management, Project Portfolio..., Agile Methodologies, PMP
Education
Johns Hopkins 1997 — 2000
Masters
Georgia Tech 1990 — 1994
Bachelors
Bank of America 2011 - Present
Accenture 2010 - 2011
TIAA-CREF 2006 - 2009
Wells Real Estate Funds 2001 - 2006
Proxicom 1999 - 2001
Skills
Integration, Software Project..., IT Strategy, Data Warehousing, Enterprise Architecture, Requirements Analysis, SDLC, Business Analysis, SOA, Leadership, Disaster Recovery, Business Intelligence, Web Development, Strategy, IT Management, Vendor Management, Project Portfolio..., Agile Methodologies, PMP
Education
Johns Hopkins 1997 — 2000
Masters
Georgia Tech 1990 — 1994
Bachelors
Tony Seneadza's Wells Real Estate Funds Experience October 2001 - November 2004
Job
Industry Program Development
Experience
Cadillac Jack April 2013 - Present
Cadillac Jack January 2011 - Present
Consumer Source Inc June 2007 - January 2011
Fleetcor Technologies April 2006 - June 2007
Atlanta Housing Authority November 2004 - April 2006
Wells Real Estate Funds October 2001 - November 2004
Nova Information Systems October 2000 - October 2001
Indus April 1998 - October 2000
Skills
Oracle, SDLC, Microsoft SQL Server, SQL, Agile Methodologies, Integration, Software Development, XML, JavaScript, Requirements Analysis, .NET, ASP.NET, Business Intelligence, Management, MySQL, Scrum, Software Engineering, Databases, Troubleshooting
Education
California State University-Long Beach 1984 — 1989
BSEE, Engineering
California State University-Long Beach 1984 — 1989
Bachelor of Science (B.S.), Electrical Engineering
Cadillac Jack April 2013 - Present
Cadillac Jack January 2011 - Present
Consumer Source Inc June 2007 - January 2011
Fleetcor Technologies April 2006 - June 2007
Atlanta Housing Authority November 2004 - April 2006
Wells Real Estate Funds October 2001 - November 2004
Nova Information Systems October 2000 - October 2001
Indus April 1998 - October 2000
Skills
Oracle, SDLC, Microsoft SQL Server, SQL, Agile Methodologies, Integration, Software Development, XML, JavaScript, Requirements Analysis, .NET, ASP.NET, Business Intelligence, Management, MySQL, Scrum, Software Engineering, Databases, Troubleshooting
Education
California State University-Long Beach 1984 — 1989
BSEE, Engineering
California State University-Long Beach 1984 — 1989
Bachelor of Science (B.S.), Electrical Engineering
Morgan Brock's Wells Real Estate Funds Experience 2003 - 2005
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2008 - Present
Soliant Health May 2006 - October 2007
Wells Real Estate Funds 2003 - 2005
Education
Georgia Southern University - College of Business Administration 1997 — 2001
Merrill Lynch March 2008 - Present
Soliant Health May 2006 - October 2007
Wells Real Estate Funds 2003 - 2005
Education
Georgia Southern University - College of Business Administration 1997 — 2001
Brandon Bray's Wells Real Estate Funds Experience February 2004 - April 2006
Job Franchisee Selection Consultant at ChickfilA
Industry Human Resources
Experience
Chick-fil-A August 2010 - Present
Chick-fil-A September 2008 - August 2010
Baker Group International April 2006 - September 2008
Wells Real Estate Funds February 2004 - April 2006
Chick-fil-A June 1997 - February 2004
Skills
Organizational..., Change Management, Microsoft Office, Process Improvement, Team Leadership
Education
Kennesaw State University - Michael J. Coles College of Business 2001 — 2004
Masters of Business, Management and Accounting
Berry College 1997 — 2001
Bachelor of Science (B.S.), Industrial and Organizational Psychology
Chick-fil-A August 2010 - Present
Chick-fil-A September 2008 - August 2010
Baker Group International April 2006 - September 2008
Wells Real Estate Funds February 2004 - April 2006
Chick-fil-A June 1997 - February 2004
Skills
Organizational..., Change Management, Microsoft Office, Process Improvement, Team Leadership
Education
Kennesaw State University - Michael J. Coles College of Business 2001 — 2004
Masters of Business, Management and Accounting
Berry College 1997 — 2001
Bachelor of Science (B.S.), Industrial and Organizational Psychology
Leslie Penuel's Wells Real Estate Funds Experience May 2012 - Present
Job Vendor Management Coordinator at Wells Real Estate Funds
Industry Executive Office
Experience
Wells Real Estate Funds May 2012 - Present
Wells Real Estate Funds June 2011 - May 2012
Wells Real Estate Funds December 2001 - June 2011
Education
Boston University - School of Management 1967 — 1971
Bachelor of Science, Business Administration
Wells Real Estate Funds May 2012 - Present
Wells Real Estate Funds June 2011 - May 2012
Wells Real Estate Funds December 2001 - June 2011
Education
Boston University - School of Management 1967 — 1971
Bachelor of Science, Business Administration
Craig Covington, CAIA's Wells Real Estate Funds Experience 2002 - 2004
Job Senior Vice President, Investment Products at Triad Advisors
Industry Investment Management
Experience
Triad Advisors October 2007 - Present
JGI Capital October 2006 - September 2007
Enterprise Group of Funds 2005 - 2007
Wells Real Estate Funds 2002 - 2004
H&R Block Financial Advisors 2000 - 2002
Skills
Securities, Investments, Alternative Investments, Mutual Funds, Series 7, Series 63, Wealth Management, Finance, Series 24, Series 65, Private Equity, Asset Management, Portfolio Management, Asset Allocation, Investment Advisory, Retirement Planning, FINRA, Financial Advisory, Equities, Investment Management, 401k
Education
Auburn University 1995 — 2000
Finance
Triad Advisors October 2007 - Present
JGI Capital October 2006 - September 2007
Enterprise Group of Funds 2005 - 2007
Wells Real Estate Funds 2002 - 2004
H&R Block Financial Advisors 2000 - 2002
Skills
Securities, Investments, Alternative Investments, Mutual Funds, Series 7, Series 63, Wealth Management, Finance, Series 24, Series 65, Private Equity, Asset Management, Portfolio Management, Asset Allocation, Investment Advisory, Retirement Planning, FINRA, Financial Advisory, Equities, Investment Management, 401k
Education
Auburn University 1995 — 2000
Finance
John Dickens's Wells Real Estate Funds Experience February 2004 - October 2007
Job Managing Director at Franklin Square
Industry Financial Services
Experience
Franklin Square Capital Partners December 2010 - Present
Inland Securities Corporation September 2007 - December 2010
Wells Real Estate Funds February 2004 - October 2007
Creative Financial Group - Synovus 2001 - 2004
Skills
Series 63, Securities, Alternative Investments, Series 6, Series 24, Series 7, Options, Asset Managment, Mutual Funds, Wealth Management, Investments, Retirement Planning, Financial Services, Asset Management, Asset Allocation
Education
Furman University 1996 — 2000
B.S., Political Science
Franklin Square Capital Partners December 2010 - Present
Inland Securities Corporation September 2007 - December 2010
Wells Real Estate Funds February 2004 - October 2007
Creative Financial Group - Synovus 2001 - 2004
Skills
Series 63, Securities, Alternative Investments, Series 6, Series 24, Series 7, Options, Asset Managment, Mutual Funds, Wealth Management, Investments, Retirement Planning, Financial Services, Asset Management, Asset Allocation
Education
Furman University 1996 — 2000
B.S., Political Science
Glen F. Smith's Wells Real Estate Funds Experience March 2011 - December 2013
Job Chief Financial Officer at Signature Office REIT, Inc.
Industry Commercial Real Estate
Experience
Signature Office REIT, Inc. January 2014 - Present
Wells Real Estate Funds March 2011 - December 2013
Wells Real Estate Funds May 2008 - March 2011
Wells Real Estate Funds May 2002 - April 2008
Arthur Andersen LLP October 1999 - May 2002
Skills
Budgeting, Investments, Real Estate, SOX, SEC, Financial Reporting, Business Acquisition, Valuation, Budgets, SEC filings, Financial Modeling, Auditing, Internal Controls, GAAP, Internal Audit, IPO, Accounting, Leadership, Team Leadership, Sarbanes-Oxley Act, SEC Filings, Financial Analysis
Education
Auburn University 1998 — 1999
Masters of Accountancy, Accounting
Auburn University 1994 — 1998
Bachelors of Business Administration, Accounting
Signature Office REIT, Inc. January 2014 - Present
Wells Real Estate Funds March 2011 - December 2013
Wells Real Estate Funds May 2008 - March 2011
Wells Real Estate Funds May 2002 - April 2008
Arthur Andersen LLP October 1999 - May 2002
Skills
Budgeting, Investments, Real Estate, SOX, SEC, Financial Reporting, Business Acquisition, Valuation, Budgets, SEC filings, Financial Modeling, Auditing, Internal Controls, GAAP, Internal Audit, IPO, Accounting, Leadership, Team Leadership, Sarbanes-Oxley Act, SEC Filings, Financial Analysis
Education
Auburn University 1998 — 1999
Masters of Accountancy, Accounting
Auburn University 1994 — 1998
Bachelors of Business Administration, Accounting
Jackie Brown Stidd's Wells Real Estate Funds Experience 2001 - 2006
Job Sales Professional at Seeking New Opportunities
Industry Financial Services
Experience
Seeking New Opportunities Senior Regional Vice President - AL, GA, NC, SCGriffin Capital SecuritiesJanuary 2012 - July 2012
Grubb & Ellis Capital Corporation; previously Triple Net Properties June 2006 - January 2012
Wells Real Estate Funds 2001 - 2006
Skills
New Business Development, Sales Channel..., Fundraising, Contract Negotiation, Consultative Selling, Cold Calling, Real Estate, Alternative Investments, Investments, REIT, Series 63, Series 7, Asset Managment, Series 6, Portfolio Management, Due Diligence, Securities, Mutual Funds, FINRA, Asset Management, Software Solution Sales, Non-profit Volunteering, Business Development, Sales, Solution Selling, Strategic Planning
Education
Georgia Southern University
Bachelor of Science (BS), Business Administration and Management, General, Cum Laude
Seeking New Opportunities Senior Regional Vice President - AL, GA, NC, SCGriffin Capital SecuritiesJanuary 2012 - July 2012
Grubb & Ellis Capital Corporation; previously Triple Net Properties June 2006 - January 2012
Wells Real Estate Funds 2001 - 2006
Skills
New Business Development, Sales Channel..., Fundraising, Contract Negotiation, Consultative Selling, Cold Calling, Real Estate, Alternative Investments, Investments, REIT, Series 63, Series 7, Asset Managment, Series 6, Portfolio Management, Due Diligence, Securities, Mutual Funds, FINRA, Asset Management, Software Solution Sales, Non-profit Volunteering, Business Development, Sales, Solution Selling, Strategic Planning
Education
Georgia Southern University
Bachelor of Science (BS), Business Administration and Management, General, Cum Laude
Michele Fleming's Wells Real Estate Funds Experience March 2004 - May 2010
Job Accounting Manager at Lincoln Harris / Suntrust
Industry Accounting
Experience
Lincoln Harris / Suntrust July 2015 - Present
Reit Management & Research LLC November 2012 - April 2015
Elavon January 2011 - November 2012
Wells Real Estate Funds March 2004 - May 2010
Wells Real Estate Funds February 2002 - May 2010
Wells Real Estate Funds February 2002 - March 2004
TMW Management, LLC November 2000 - February 2002
Harshman, Phillips & Company, LLC November 1997 - November 2000
Halis, Inc. January 1997 - November 1997
Halis, Inc. October 1996 - January 1997
Skills
Accounting, Financial Reporting, Account Reconciliation, Financial Analysis, Auditing, General Ledger
Education
Emory University
Bachelor of Arts, Sociology
Glenbrook North
Kennesaw State University
Lincoln Harris / Suntrust July 2015 - Present
Reit Management & Research LLC November 2012 - April 2015
Elavon January 2011 - November 2012
Wells Real Estate Funds March 2004 - May 2010
Wells Real Estate Funds February 2002 - May 2010
Wells Real Estate Funds February 2002 - March 2004
TMW Management, LLC November 2000 - February 2002
Harshman, Phillips & Company, LLC November 1997 - November 2000
Halis, Inc. January 1997 - November 1997
Halis, Inc. October 1996 - January 1997
Skills
Accounting, Financial Reporting, Account Reconciliation, Financial Analysis, Auditing, General Ledger
Education
Emory University
Bachelor of Arts, Sociology
Glenbrook North
Kennesaw State University
Barry Dow's Wells Real Estate Funds Experience 2003 - 2007
Job Vice President Sales at “Atlas Resources, LLC, an affiliate of Atlas Resource Partners, L.P.“
Industry Financial Services
Experience
“Atlas Resources, LLC, an affiliate of Atlas Resource Partners, L.P.“ February 2014 - Present
“Atlas Resources, LLC, an affiliate of Atlas Resource Partners, L.P.“ February 2008 - Present
Wells Real Estate Funds 2003 - 2007
Oaktree Consulting 2001 - 2003
Intellinet 1998 - 2002
Firstdoor 2000 - 2001
GE Capital 1996 - 1998
AT&T Tridom 1992 - 1996
IBM 1987 - 1992
ROLM 1985 - 1987
Skills
Practice Management, Segmentation, Strategic Alliances, Strategy, Alternative Investments, Series 63, Series 7, Executive Management, Marketing, Product Management, Marketing Strategy, Investments, Business Development, Asset Managment, Mergers, P&L Management, Insurance, Strategic Planning, New Business Development, Selling, Leadership, Management, Asset Management, Securities
Education
Emory University - Goizueta Business School 1993 — 1995
MBA, Marketing and Finance
Georgia Institute of Technology 1980 — 1985
BSEE, Optics
Georgia Southern University 1979 — 1980
CE, Pre-Engineering
Georgia Southern University 1979 — 1980
CE
Georgia Institute of Technology - Georgia Tech College of Management
“Atlas Resources, LLC, an affiliate of Atlas Resource Partners, L.P.“ February 2014 - Present
“Atlas Resources, LLC, an affiliate of Atlas Resource Partners, L.P.“ February 2008 - Present
Wells Real Estate Funds 2003 - 2007
Oaktree Consulting 2001 - 2003
Intellinet 1998 - 2002
Firstdoor 2000 - 2001
GE Capital 1996 - 1998
AT&T Tridom 1992 - 1996
IBM 1987 - 1992
ROLM 1985 - 1987
Skills
Practice Management, Segmentation, Strategic Alliances, Strategy, Alternative Investments, Series 63, Series 7, Executive Management, Marketing, Product Management, Marketing Strategy, Investments, Business Development, Asset Managment, Mergers, P&L Management, Insurance, Strategic Planning, New Business Development, Selling, Leadership, Management, Asset Management, Securities
Education
Emory University - Goizueta Business School 1993 — 1995
MBA, Marketing and Finance
Georgia Institute of Technology 1980 — 1985
BSEE, Optics
Georgia Southern University 1979 — 1980
CE, Pre-Engineering
Georgia Southern University 1979 — 1980
CE
Georgia Institute of Technology - Georgia Tech College of Management
Shelly Johnston's Wells Real Estate Funds Experience September 2003 - December 2005
Job Gift Administrator at National Christian Foundation
Industry Nonprofit Organization Management
Experience
National Christian Foundation April 2006 - March 2011
Wells Real Estate Funds September 2003 - December 2005
Education
Furman University 1997 — 2001
National Christian Foundation April 2006 - March 2011
Wells Real Estate Funds September 2003 - December 2005
Education
Furman University 1997 — 2001
Bryan Waites's Wells Real Estate Funds Experience August 2012 - June 2013
Job Retirement Plan Sales Advocate at John Hancock Financial Services
Industry Banking
Experience
John Hancock Financial Services June 2013 - Present
Wells Real Estate Funds August 2012 - June 2013
Wells Real Estate July 2009 - August 2012
Reliance Trust Company March 2006 - July 2009
Home Capital March 2005 - December 2005
Ford Motor Credit Company 2004 - 2005
Skills
Series 7, Series 63
Education
Auburn University 2000 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
East Coweta High School 1995 — 1998
John Hancock Financial Services June 2013 - Present
Wells Real Estate Funds August 2012 - June 2013
Wells Real Estate July 2009 - August 2012
Reliance Trust Company March 2006 - July 2009
Home Capital March 2005 - December 2005
Ford Motor Credit Company 2004 - 2005
Skills
Series 7, Series 63
Education
Auburn University 2000 — 2003
Bachelor of Science (B.S.), Business Administration and Management, General
East Coweta High School 1995 — 1998
Tyler Mattingly's Wells Real Estate Funds Experience August 2012 - March 2014
Job Vice President Alternative Investments at Kalos Financial
Industry Financial Services
Experience
Kalos Financial June 2015 - Present
Triad Advisors August 2014 - June 2015
Triad Advisors March 2014 - June 2015
Wells Real Estate Funds August 2012 - March 2014
Wells Real Estate Funds January 2006 - March 2014
Wells Real Estate Funds February 2005 - January 2006
Wells Real Estate Funds May 2002 - August 2004
FSC Securities February 2002 - May 2002
FSC Securities January 2000 - February 2002
AMG Financial Strategies, Inc. July 1998 - January 2000
Skills
Securities, Series 63, Financial Services, Investments, Asset Managment, Series 7, Alternative Investments, Portfolio Management, Series 24, Mutual Funds, Retirement Planning, Asset Management, Financial Advisory, Due Diligence, Financial Analysis
Education
Auburn University 1994 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Providence Christian Academy
Providence Christian Academy
Kalos Financial June 2015 - Present
Triad Advisors August 2014 - June 2015
Triad Advisors March 2014 - June 2015
Wells Real Estate Funds August 2012 - March 2014
Wells Real Estate Funds January 2006 - March 2014
Wells Real Estate Funds February 2005 - January 2006
Wells Real Estate Funds May 2002 - August 2004
FSC Securities February 2002 - May 2002
FSC Securities January 2000 - February 2002
AMG Financial Strategies, Inc. July 1998 - January 2000
Skills
Securities, Series 63, Financial Services, Investments, Asset Managment, Series 7, Alternative Investments, Portfolio Management, Series 24, Mutual Funds, Retirement Planning, Asset Management, Financial Advisory, Due Diligence, Financial Analysis
Education
Auburn University 1994 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Providence Christian Academy
Providence Christian Academy
Alden Mcdougall's Wells Real Estate Funds Experience April 2008 - May 2012
Job New Business Analyst at MetLife
Industry Financial Services
Experience
MetLife May 2012 - Present
Wells Real Estate Funds April 2008 - May 2012
Wells Capital Management March 2005 - May 2008
WELLS REAL ESTATE INVESTMENT TRUST COMPANY August 2003 - October 2005
Skills
Asset Managment, Investments, Alternative Investments, Portfolio Management, Financial Analysis, Due Diligence, Valuation, REIT, Mutual Funds, Real Estate, Securities, Equities, Account Reconciliation, Asset Management, Finance, Retirement Planning, Series 7
Education
City University of New York-John Jay College of Criminal Justice 1991 — 1992
Criminal Justice
Farmingdale State University of New York 1989 — 1991
MetLife May 2012 - Present
Wells Real Estate Funds April 2008 - May 2012
Wells Capital Management March 2005 - May 2008
WELLS REAL ESTATE INVESTMENT TRUST COMPANY August 2003 - October 2005
Skills
Asset Managment, Investments, Alternative Investments, Portfolio Management, Financial Analysis, Due Diligence, Valuation, REIT, Mutual Funds, Real Estate, Securities, Equities, Account Reconciliation, Asset Management, Finance, Retirement Planning, Series 7
Education
City University of New York-John Jay College of Criminal Justice 1991 — 1992
Criminal Justice
Farmingdale State University of New York 1989 — 1991
Vanessa Harris's Wells Real Estate Funds Experience July 2001 - October 2012
Job Assistant Property Manager at Reit Management & Research LLC
Industry Real Estate
Experience
Reit Management & Research LLC December 2014 - Present
Reit Management Research October 2012 - December 2014
Wells Real Estate Funds July 2001 - October 2012
Innotrac February 1992 - May 2000
Dateq July 1990 - February 1992
Skills
Property Management, Budgets, Due Diligence, Portfolio Management, Contract Negotiation, Vendor Management, Risk Management, Financial Services, Capital Budgeting, Corporate Real Estate, Leadership, Management, Account Management, Asset Managment, Lease Administration, Strategic Planning, Real Estate
Education
Chicago State University 1988 — 1990
Business Administration and Management, General
Mississippi Delta 1986 — 1988
Reit Management & Research LLC December 2014 - Present
Reit Management Research October 2012 - December 2014
Wells Real Estate Funds July 2001 - October 2012
Innotrac February 1992 - May 2000
Dateq July 1990 - February 1992
Skills
Property Management, Budgets, Due Diligence, Portfolio Management, Contract Negotiation, Vendor Management, Risk Management, Financial Services, Capital Budgeting, Corporate Real Estate, Leadership, Management, Account Management, Asset Managment, Lease Administration, Strategic Planning, Real Estate
Education
Chicago State University 1988 — 1990
Business Administration and Management, General
Mississippi Delta 1986 — 1988
Charlene Daniels's Wells Real Estate Funds Experience January 2003 - December 2013
Job Office Mgr / Sr Exec Admin at Signature Office REIT
Industry Real Estate
Experience
Signature Office REIT January 2014 - Present
Wells Real Estate Funds January 2003 - December 2013
Skills
Investments, Real Estate, Budgets, Financial Analysis, Vendor Management, Management, Sales, Leadership, Contract Negotiation, Customer Service, Process Improvement, Microsoft Excel, Forecasting, Team Building
Education
Becker College
Signature Office REIT January 2014 - Present
Wells Real Estate Funds January 2003 - December 2013
Skills
Investments, Real Estate, Budgets, Financial Analysis, Vendor Management, Management, Sales, Leadership, Contract Negotiation, Customer Service, Process Improvement, Microsoft Excel, Forecasting, Team Building
Education
Becker College
Brandon Hughes's Wells Real Estate Funds Experience April 2011 - January 2013
Job Director at Oppenheimer & Co. Inc.
Industry Capital Markets
Experience
Oppenheimer & Co. Inc. December 2014 - Present
Angel Oak Capital January 2013 - December 2014
Wells Real Estate Funds April 2011 - January 2013
Capstone Financial Partners May 2010 - March 2011
New York Life April 2007 - April 2010
Skills
Series 7 and 63, Series 65, Alternative Investments, Wealth, Investments, Securities, Capital Markets, Investment Management, 529 Plans, Financial Modeling, Finance, Sales, Hedge Funds, Fixed Income, Equities, Private Placements, Relationship Management
Education
Georgia Southern University - College of Business Administration 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
Oppenheimer & Co. Inc. December 2014 - Present
Angel Oak Capital January 2013 - December 2014
Wells Real Estate Funds April 2011 - January 2013
Capstone Financial Partners May 2010 - March 2011
New York Life April 2007 - April 2010
Skills
Series 7 and 63, Series 65, Alternative Investments, Wealth, Investments, Securities, Capital Markets, Investment Management, 529 Plans, Financial Modeling, Finance, Sales, Hedge Funds, Fixed Income, Equities, Private Placements, Relationship Management
Education
Georgia Southern University - College of Business Administration 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
Lance Hall's Wells Real Estate Funds Experience June 2007 - December 2012
Job Senior Consultant Cyber Security Risk at Ernst & Young
Industry Accounting
Experience
EY February 2015 - Present
NCR Corporation February 2013 - February 2015
Wells Real Estate Funds June 2007 - December 2012
Wells Real Estate Funds March 2007 - June 2007
Viant Solutions December 2005 - February 2007
Georgia Southern University June 2005 - December 2005
Skills
Norton Ghost, Symantec Endpoint..., McAfee Endpoint..., McAfee Data Loss..., Antivirus, Encryption, DLP, McAfee, Active Directory, NAC, Windows Server, Network Administration, Microsoft Exchange, VMware, Disaster Recovery, TCP/IP, DNS, XP, DHCP, Servers, Security, Firewalls, Group Policy, Network Security, Citrix, Networking, Operating Systems, Information Security, Cloud Computing, Technical Support, Blackberry Enterprise..., Windows, Hardware, Help Desk Support, Laptops, Software Installation
Education
Georgia Southern University 2000 — 2005
Bachelor of Science, Information Technology
EY February 2015 - Present
NCR Corporation February 2013 - February 2015
Wells Real Estate Funds June 2007 - December 2012
Wells Real Estate Funds March 2007 - June 2007
Viant Solutions December 2005 - February 2007
Georgia Southern University June 2005 - December 2005
Skills
Norton Ghost, Symantec Endpoint..., McAfee Endpoint..., McAfee Data Loss..., Antivirus, Encryption, DLP, McAfee, Active Directory, NAC, Windows Server, Network Administration, Microsoft Exchange, VMware, Disaster Recovery, TCP/IP, DNS, XP, DHCP, Servers, Security, Firewalls, Group Policy, Network Security, Citrix, Networking, Operating Systems, Information Security, Cloud Computing, Technical Support, Blackberry Enterprise..., Windows, Hardware, Help Desk Support, Laptops, Software Installation
Education
Georgia Southern University 2000 — 2005
Bachelor of Science, Information Technology
Matt Rendle's Wells Real Estate Funds Experience 2003 - 2006
Job Senior Vice President at Selig Enterprises, Inc.
Industry Real Estate
Experience
Selig Enterprises, Inc. February 2015 - Present
Jamestown July 2006 - October 2014
JAMESTOWN 2006 - 2009
Wells Real Estate Funds 2003 - 2006
SunTrust Bank 2001 - 2003
ING Americans 2000 - 2000
Skills
Asset Management, Real Estate, Investments, Asset Managment, Financial Analysis, Financial Modeling, Commercial Real Estate, Commercial Real Estate..., Commercial Real Estate..., Disposition, Due Diligence, Finance, Leases, Portfolio Management, Management, Real Estate Development, Real Estate Economics, Real Estate Transactions, Valuation, Dispositions
Education
Emory University - Goizueta Business School 1999 — 2001
MBA, Finance
Haverford College 1990 — 1994
BA, Comparative Literature
Selig Enterprises, Inc. February 2015 - Present
Jamestown July 2006 - October 2014
JAMESTOWN 2006 - 2009
Wells Real Estate Funds 2003 - 2006
SunTrust Bank 2001 - 2003
ING Americans 2000 - 2000
Skills
Asset Management, Real Estate, Investments, Asset Managment, Financial Analysis, Financial Modeling, Commercial Real Estate, Commercial Real Estate..., Commercial Real Estate..., Disposition, Due Diligence, Finance, Leases, Portfolio Management, Management, Real Estate Development, Real Estate Economics, Real Estate Transactions, Valuation, Dispositions
Education
Emory University - Goizueta Business School 1999 — 2001
MBA, Finance
Haverford College 1990 — 1994
BA, Comparative Literature
Al Todd,RPA, FMA's Wells Real Estate Funds Experience June 2007 - March 2013
Job Property Manager at Columbia Property Trust
Industry Real Estate
Experience
Columbia Property Trust March 2013 - Present
Wells Real Estate Funds June 2007 - March 2013
Grubb & Ellis October 2005 - May 2007
Advance Realty Group 2001 - 2005
Gale & Wentworth 1997 - 2001
Skills
Property Management, Corporate Real Estate, Property, Lease Negotiations, Real Estate, Tenant, Commercial Real Estate, Landlords, Budgets, Facilities Management, Contract Management, Landlord, Acquisitions, Location Intelligence, Team Leadership, Team Management, Contract Negotiation, Customer Service, Leases, Real Estate Development, Customer Satisfaction, Capital Projects, Project Management, Team Building
Education
Rutgers, The State University of New Jersey-Newark 1984 — 1986
Bachelor of Arts, Business Administration w/concentration in Finance
County College of Morris 1981 — 1984
AA, Business Administration
Columbia Property Trust March 2013 - Present
Wells Real Estate Funds June 2007 - March 2013
Grubb & Ellis October 2005 - May 2007
Advance Realty Group 2001 - 2005
Gale & Wentworth 1997 - 2001
Skills
Property Management, Corporate Real Estate, Property, Lease Negotiations, Real Estate, Tenant, Commercial Real Estate, Landlords, Budgets, Facilities Management, Contract Management, Landlord, Acquisitions, Location Intelligence, Team Leadership, Team Management, Contract Negotiation, Customer Service, Leases, Real Estate Development, Customer Satisfaction, Capital Projects, Project Management, Team Building
Education
Rutgers, The State University of New Jersey-Newark 1984 — 1986
Bachelor of Arts, Business Administration w/concentration in Finance
County College of Morris 1981 — 1984
AA, Business Administration
Joe Oglesby's Wells Real Estate Funds Experience August 2003 - July 2012
Job Experienced Professional
Industry Commercial Real Estate
Experience
PM Realty Group January 2015 - Present
Wells Real Estate Funds August 2003 - July 2012
Jones Lang LaSalle August 1998 - July 2003
Skills
Asset Management, Disposition, Commercial Real Estate, Investments, Asset Managment, Alternative Investments, Portfolio Management, Valuation, Due Diligence, Acquisitions, Real Estate Economics, Financial Modeling, Capital Markets, Financial Analysis, Real Estate Transactions, Investment Strategies, Brokerage, Mutual Funds, Investment Properties, Securities, Investor Relations, Private Equity, Dispositions
Education
Georgia State University 1974 — 1976
MBA, Finance
Georgia Institute of Technology 1969 — 1973
BS, Industrial Engineering
PM Realty Group January 2015 - Present
Wells Real Estate Funds August 2003 - July 2012
Jones Lang LaSalle August 1998 - July 2003
Skills
Asset Management, Disposition, Commercial Real Estate, Investments, Asset Managment, Alternative Investments, Portfolio Management, Valuation, Due Diligence, Acquisitions, Real Estate Economics, Financial Modeling, Capital Markets, Financial Analysis, Real Estate Transactions, Investment Strategies, Brokerage, Mutual Funds, Investment Properties, Securities, Investor Relations, Private Equity, Dispositions
Education
Georgia State University 1974 — 1976
MBA, Finance
Georgia Institute of Technology 1969 — 1973
BS, Industrial Engineering
Katie Gorham's Wells Real Estate Funds Experience May 2008 - August 2008
Job Senior Account Specialist at Aon Risk Solutions
Industry Insurance
Experience
Aon Risk Solutions March 2015 - Present
Aon Risk Solutions March 2013 - March 2015
Aon Risk Solutions April 2011 - March 2013
Aon Risk Services July 2009 - April 2011
Wells Real Estate Funds May 2008 - August 2008
Emory Alumni Association June 2007 - December 2007
Education
Emory University 2005 — 2009
Bachelors, Economics and Italian Studies
Aon Risk Solutions March 2015 - Present
Aon Risk Solutions March 2013 - March 2015
Aon Risk Solutions April 2011 - March 2013
Aon Risk Services July 2009 - April 2011
Wells Real Estate Funds May 2008 - August 2008
Emory Alumni Association June 2007 - December 2007
Education
Emory University 2005 — 2009
Bachelors, Economics and Italian Studies
Megan Laurin, CPA's Wells Real Estate Funds Experience June 2004 - May 2005
Job Senior Project Accountant at Hines
Industry Real Estate
Experience
Hines January 2007 - Present
Place Properties January 2006 - December 2006
Place Properties May 2005 - January 2006
Wells Real Estate Funds June 2004 - May 2005
Wells Real Estate Funds December 2003 - June 2004
Kevin King & Associates November 2002 - December 2003
Skills
General Ledger, Account Reconciliation, Accounting, Accounts Payable, Financial Analysis, Cash Flow, Financial Statements, Forecasting, Accruals, Accounts Receivable, Finance, CPA, Budgets, Variance Analysis, Real Estate, Real Estate Development, Real Estate Due..., Real Estate Acquisitions, Supervisory Experience, GAAP, Internal Controls, Sarbanes-Oxley, Fixed Assets, Argus Modeling, JD Edwards
Education
University of Phoenix 2004 — 2006
M.B.A., Accounting
Georgia Institute of Technology 1997 — 2001
B.S., Business Management
Hines January 2007 - Present
Place Properties January 2006 - December 2006
Place Properties May 2005 - January 2006
Wells Real Estate Funds June 2004 - May 2005
Wells Real Estate Funds December 2003 - June 2004
Kevin King & Associates November 2002 - December 2003
Skills
General Ledger, Account Reconciliation, Accounting, Accounts Payable, Financial Analysis, Cash Flow, Financial Statements, Forecasting, Accruals, Accounts Receivable, Finance, CPA, Budgets, Variance Analysis, Real Estate, Real Estate Development, Real Estate Due..., Real Estate Acquisitions, Supervisory Experience, GAAP, Internal Controls, Sarbanes-Oxley, Fixed Assets, Argus Modeling, JD Edwards
Education
University of Phoenix 2004 — 2006
M.B.A., Accounting
Georgia Institute of Technology 1997 — 2001
B.S., Business Management
Lee Barnett's Wells Real Estate Funds Experience August 2000 - September 2004
Job Rep Driven Results, LLC Principal
Industry Financial Services
Experience
Arete Wealth Managment, LLC January 2014 - Present
Rep Driven Results, LLC June 2011 - Present
ARI Financial Services, Inc August 2012 - December 2013
Reality Capital Securities September 2009 - January 2011
United Development Funding May 2008 - September 2009
Behringer Harvard November 2004 - May 2008
Wells Real Estate Funds August 2000 - September 2004
Skills
Investments, Business Development, Financial Analysis, Alternative Investments, Securities, Investment Strategies, Series 7, Negotiation, Funding, Retirement Planning, Wealth Management, Mutual Funds, Asset Managment, Investment Properties, Series 63, Portfolio Management, Asset Management, Due Diligence, Sales, Investment Advisory, Equities, Real Estate, Relationship Management, Fixed Annuities
Education
Boston College 1996 — 2000
Arete Wealth Managment, LLC January 2014 - Present
Rep Driven Results, LLC June 2011 - Present
ARI Financial Services, Inc August 2012 - December 2013
Reality Capital Securities September 2009 - January 2011
United Development Funding May 2008 - September 2009
Behringer Harvard November 2004 - May 2008
Wells Real Estate Funds August 2000 - September 2004
Skills
Investments, Business Development, Financial Analysis, Alternative Investments, Securities, Investment Strategies, Series 7, Negotiation, Funding, Retirement Planning, Wealth Management, Mutual Funds, Asset Managment, Investment Properties, Series 63, Portfolio Management, Asset Management, Due Diligence, Sales, Investment Advisory, Equities, Real Estate, Relationship Management, Fixed Annuities
Education
Boston College 1996 — 2000
Dan Goodier's Wells Real Estate Funds Experience October 2006 - April 2010
Job Principal at Goodier Baker
Industry Real Estate
Experience
Goodier Baker May 2011 - Present
Wells Real Estate Funds October 2006 - April 2010
Jones Lang LaSalle August 2005 - October 2006
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 2010 — 2011
Masters, Real Estate Development
Vanderbilt University 2001 — 2005
BA, Economics and Spanish
Goodier Baker May 2011 - Present
Wells Real Estate Funds October 2006 - April 2010
Jones Lang LaSalle August 2005 - October 2006
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 2010 — 2011
Masters, Real Estate Development
Vanderbilt University 2001 — 2005
BA, Economics and Spanish
Yvonne Barber, CPP's Wells Real Estate Funds Experience July 2006 - Present
Job Payroll Director at Wells Real Estate Funds
Industry Financial Services
Experience
Wells Real Estate Funds July 2006 - Present
Wells Real Estate Funds March 2003 - July 2006
Wells Real Estate Funds August 2002 - March 2003
J & J Management Service April 2001 - August 2002
Nationwide Warehouse & Storage February 1990 - April 2001
Skills
Payroll Processing, HRIS, Performance Management, Human Resources, Payroll Taxes, Benefits Administration, General Ledger, Payroll, ADP Payroll, Accounts Payable, Multi-state Payroll..., Employee Relations, Garnishments, 401k, Multi-State Sales Tax, ADP ReportSmith, Ultimate Software, Employee Benefits, Talent Acquisition, Deferred Compensation, Onboarding, Account Reconciliation, Bank Reconciliation
Education
Brenau University
Computerized Accounting, Accounting
Wells Real Estate Funds July 2006 - Present
Wells Real Estate Funds March 2003 - July 2006
Wells Real Estate Funds August 2002 - March 2003
J & J Management Service April 2001 - August 2002
Nationwide Warehouse & Storage February 1990 - April 2001
Skills
Payroll Processing, HRIS, Performance Management, Human Resources, Payroll Taxes, Benefits Administration, General Ledger, Payroll, ADP Payroll, Accounts Payable, Multi-state Payroll..., Employee Relations, Garnishments, 401k, Multi-State Sales Tax, ADP ReportSmith, Ultimate Software, Employee Benefits, Talent Acquisition, Deferred Compensation, Onboarding, Account Reconciliation, Bank Reconciliation
Education
Brenau University
Computerized Accounting, Accounting
nicole hilliard's Wells Real Estate Funds Experience December 2006 - January 2009
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Wells Real Estate Funds December 2006 - January 2009
Bank of America May 2005 - December 2006
Merrill Lynch January 2002 - August 2003
Education
Clark Atlanta University 2003 — 2005
MBA, Marketing
Florida Agricultural and Mechanical University 1995 — 2000
B.S., Business Administration
Wells Real Estate Funds December 2006 - January 2009
Bank of America May 2005 - December 2006
Merrill Lynch January 2002 - August 2003
Education
Clark Atlanta University 2003 — 2005
MBA, Marketing
Florida Agricultural and Mechanical University 1995 — 2000
B.S., Business Administration
James McGarvey's Wells Real Estate Funds Experience September 2012 - December 2013
Job Regional Sales Consultant at Frontier Asset Management
Industry Financial Services
Experience
Frontier Asset Management July 2015 - Present
Atlas Energy, L.P. August 2014 - July 2015
Producers Choice Network February 2014 - July 2014
Wells Real Estate Funds September 2012 - December 2013
E*TRADE September 2011 - September 2012
TD Ameritrade July 2010 - August 2011
Principal Financial Group September 2008 - July 2010
US Planning Group Inc April 2007 - September 2008
Fidelity Investments February 1998 - April 2007
Skills
Investment Advisory, Wealth Management, Retirement Planning, Investments, Strategic Financial..., Relationship Management, Asset Allocation, Financial Services, Mutual Funds, Leadership, Portfolio Management, Retirement, Financial Advisory, Sales, Management, Project Management
Education
Xavier University 1999 — 2001
MBA, Finance
George Mason University 1989 — 1993
BA, Psychology
Frontier Asset Management July 2015 - Present
Atlas Energy, L.P. August 2014 - July 2015
Producers Choice Network February 2014 - July 2014
Wells Real Estate Funds September 2012 - December 2013
E*TRADE September 2011 - September 2012
TD Ameritrade July 2010 - August 2011
Principal Financial Group September 2008 - July 2010
US Planning Group Inc April 2007 - September 2008
Fidelity Investments February 1998 - April 2007
Skills
Investment Advisory, Wealth Management, Retirement Planning, Investments, Strategic Financial..., Relationship Management, Asset Allocation, Financial Services, Mutual Funds, Leadership, Portfolio Management, Retirement, Financial Advisory, Sales, Management, Project Management
Education
Xavier University 1999 — 2001
MBA, Finance
George Mason University 1989 — 1993
BA, Psychology
Robin Pifer's Wells Real Estate Funds Experience 1998 - 2001
Job Graphic Design Professional
Industry Graphic Design
Experience
Aerotek February 2015 - Present
Melnor, Inc. August 2011 - December 2013
Aquent 2006 - 2010
Nexus Communications Group 2001 - 2005
Wells Real Estate Funds 1998 - 2001
The Coca-Cola Company 1992 - 1998
Cree 1987 - 1991
Skills
Corporate Identity, Typography, Layout, Posters, Logo Design, Vector Illustration, Visual Communication, Flyers, Graphic Design, Business Cards, Brochures, Illustrator, Art Direction, QuarkXPress, WordPress, Art, Illustration, Magazines, Dreamweaver, Newsletters, Invitations, Drawing, Web Design, User Interface Design, Banners, Concept Development, Brand Development, Creative Direction, Direct Mail, Creative Strategy, Graphics, Digital Photography, Interaction Design, Corporate Branding, Photography, User Experience, Advertising, Branding & Identity, Digital Illustration, CSS, Adobe Acrobat, Image Manipulation, Collateral, Packaging, Photoshop, InDesign, Mac, Image Editing, Adobe Creative Suite
Education
Art Institute of Atlanta 1984 — 1985
Interior Design and Graphic Design
John Handley High School 1979 — 1983
Aerotek February 2015 - Present
Melnor, Inc. August 2011 - December 2013
Aquent 2006 - 2010
Nexus Communications Group 2001 - 2005
Wells Real Estate Funds 1998 - 2001
The Coca-Cola Company 1992 - 1998
Cree 1987 - 1991
Skills
Corporate Identity, Typography, Layout, Posters, Logo Design, Vector Illustration, Visual Communication, Flyers, Graphic Design, Business Cards, Brochures, Illustrator, Art Direction, QuarkXPress, WordPress, Art, Illustration, Magazines, Dreamweaver, Newsletters, Invitations, Drawing, Web Design, User Interface Design, Banners, Concept Development, Brand Development, Creative Direction, Direct Mail, Creative Strategy, Graphics, Digital Photography, Interaction Design, Corporate Branding, Photography, User Experience, Advertising, Branding & Identity, Digital Illustration, CSS, Adobe Acrobat, Image Manipulation, Collateral, Packaging, Photoshop, InDesign, Mac, Image Editing, Adobe Creative Suite
Education
Art Institute of Atlanta 1984 — 1985
Interior Design and Graphic Design
John Handley High School 1979 — 1983
Izadur Rahman's Wells Real Estate Funds Experience 2003 - 2004
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
athenahealth 2009 - Present
Accenture 2007 - 2009
Pyramid Consulting 2004 - 2007
Wells Real Estate Funds 2003 - 2004
PubixDirect 2001 - 2003
Webvan 2000 - 2001
Skills
Vendor Management, SQL, Active Directory, Business Analysis, SDLC, Process Improvement, Microsoft SQL Server, Business Intelligence, Data Warehousing, Requirements Analysis, Software Project..., Integration, IT Strategy, Program Management, Software Development, ERP
Education
Eastern Illinois University
Bachelor of Applied Science (BASc), Accounting
Georgia State University
Master of Business Administration (M.B.A.), Decision Sciences
athenahealth 2009 - Present
Accenture 2007 - 2009
Pyramid Consulting 2004 - 2007
Wells Real Estate Funds 2003 - 2004
PubixDirect 2001 - 2003
Webvan 2000 - 2001
Skills
Vendor Management, SQL, Active Directory, Business Analysis, SDLC, Process Improvement, Microsoft SQL Server, Business Intelligence, Data Warehousing, Requirements Analysis, Software Project..., Integration, IT Strategy, Program Management, Software Development, ERP
Education
Eastern Illinois University
Bachelor of Applied Science (BASc), Accounting
Georgia State University
Master of Business Administration (M.B.A.), Decision Sciences
John L. Hampton's Wells Real Estate Funds Experience August 2001 - December 2011
Job Vice PresidentRegional Sales Manager at Campbell & Company
Industry Financial Services
Experience
Campbell & Company January 2012 - Present
Wells Real Estate Funds August 2001 - December 2011
Skills
Wealth Management, Asset Managment, Series 7, Alternative Investments, Investments, Series 63, Retirement Planning, Mutual Funds, Portfolio Management, Securities, Asset Management, New Business Development, Strategic Financial..., Fixed Annuities, Insurance, 401k, Salesforce.com, Retirement, Team Building, Sales, Series 6, Marketing Strategy, Equities
Education
Arkansas State University 1978 — 1982
BS, Business Management
Wynne High School 1974 — 1978
High School, High School Diploma
Campbell & Company January 2012 - Present
Wells Real Estate Funds August 2001 - December 2011
Skills
Wealth Management, Asset Managment, Series 7, Alternative Investments, Investments, Series 63, Retirement Planning, Mutual Funds, Portfolio Management, Securities, Asset Management, New Business Development, Strategic Financial..., Fixed Annuities, Insurance, 401k, Salesforce.com, Retirement, Team Building, Sales, Series 6, Marketing Strategy, Equities
Education
Arkansas State University 1978 — 1982
BS, Business Management
Wynne High School 1974 — 1978
High School, High School Diploma
Perry Solem's Wells Real Estate Funds Experience 2007 - 2007
Job Senior Analyst at Preferred Apartment Communities
Industry Real Estate
Experience
Preferred Apartment Communities April 2014 - Present
Lincoln Property Company September 2012 - March 2014
CapHarbor Property Management, LLC March 2011 - September 2012
Colliers International 2010 - June 2011
Wells Real Estate Funds 2007 - 2007
Skills
Asset Management, Valuation, Capital Markets, Retail, Commercial Real Estate, Financial Modeling, Real Estate Economics, Real Estate
Education
Cornell University 2004 — 2008
BS
The University of Georgia
Preferred Apartment Communities April 2014 - Present
Lincoln Property Company September 2012 - March 2014
CapHarbor Property Management, LLC March 2011 - September 2012
Colliers International 2010 - June 2011
Wells Real Estate Funds 2007 - 2007
Skills
Asset Management, Valuation, Capital Markets, Retail, Commercial Real Estate, Financial Modeling, Real Estate Economics, Real Estate
Education
Cornell University 2004 — 2008
BS
The University of Georgia
Brian Sammons, ARM, RF, CRIS's Wells Real Estate Funds Experience October 2003 - January 2013
Job AVP Risk Management at Equity Residential
Industry Real Estate
Experience
Equity Residential January 2015 - Present
Columbia Property Trust January 2013 - January 2015
Wells Real Estate Funds October 2003 - January 2013
Panasonic April 1998 - October 2003
Ingersoll Rand February 1997 - April 1998
Skills
Risk Management, Contract Negotiation, Loss Prevention, Claims Management, Casualty, Insurance, Contract Review, Risk Mitigation, Workers Compensation, Property & Casualty..., Liability, Commercial Insurance, Risk Analysis, General Liability, Risk Assessment, Professional Liability, Excess, Risk, Underwriting, General Insurance, Negotiation, Contractual risk..., Alternative Risk..., Staff Training, Risk Managment..., D&O Liability, Self Insurance, Contractual Risk..., Financial Risk, D, Employment Practices..., Claim, Risk Financing, Litigation Management, Liability Analysis, Umbrella Insurance, Claims Resolution, Directors & Officers..., Captives, Financial Analysis, Casualty Insurance, Legal Liability, Self-insured, Contract Management, Brokers, Due Diligence
Education
Insurance Institute of America
ARM - Associates in Risk Management
Emory University
Paralegal Certification
University of Georgia - Terry College of Business
BBA
Equity Residential January 2015 - Present
Columbia Property Trust January 2013 - January 2015
Wells Real Estate Funds October 2003 - January 2013
Panasonic April 1998 - October 2003
Ingersoll Rand February 1997 - April 1998
Skills
Risk Management, Contract Negotiation, Loss Prevention, Claims Management, Casualty, Insurance, Contract Review, Risk Mitigation, Workers Compensation, Property & Casualty..., Liability, Commercial Insurance, Risk Analysis, General Liability, Risk Assessment, Professional Liability, Excess, Risk, Underwriting, General Insurance, Negotiation, Contractual risk..., Alternative Risk..., Staff Training, Risk Managment..., D&O Liability, Self Insurance, Contractual Risk..., Financial Risk, D, Employment Practices..., Claim, Risk Financing, Litigation Management, Liability Analysis, Umbrella Insurance, Claims Resolution, Directors & Officers..., Captives, Financial Analysis, Casualty Insurance, Legal Liability, Self-insured, Contract Management, Brokers, Due Diligence
Education
Insurance Institute of America
ARM - Associates in Risk Management
Emory University
Paralegal Certification
University of Georgia - Terry College of Business
BBA
GARY R PARNABY's Wells Real Estate Funds Experience January 2000 - January 2001
Job Managing Director at G2 Sales & Organization Consultants
Industry Financial Services
Experience
G2 Sales & Organization Consultants May 2015 - Present
Parnaby Financial Associates June 2010 - Present
SunBelt Land Management October 2014 - May 2015
Integrity Investments November 2010 - October 2014
Stratstone Securities 2009 - 2009
Financial Institutions Group, Wells Real Estate Funds January 2003 - November 2008
Financial Institutions Group, Wells Real Estate Funds August 2001 - January 2003
Wells Real Estate Funds January 2000 - January 2001
Evare LLC January 1998 - January 2000
John Hancock Funds January 1997 - January 1998
Skills
Sales Management, Performance Analysis, Training & Development, Team Leadership, Team Building, Achieving Results, Practice Management, Securities, Sales, Alternative Investments, Employee Training, Mutual Funds, Series 63, Investments, Business Development, Asset Management, Investment Strategies, Banking, Insurance, Relationship Management, Selling
Education
Florida State University
BA, International Affairs and Political Science
University of Illinois at Urbana-Champaign
Public Finance
G2 Sales & Organization Consultants May 2015 - Present
Parnaby Financial Associates June 2010 - Present
SunBelt Land Management October 2014 - May 2015
Integrity Investments November 2010 - October 2014
Stratstone Securities 2009 - 2009
Financial Institutions Group, Wells Real Estate Funds January 2003 - November 2008
Financial Institutions Group, Wells Real Estate Funds August 2001 - January 2003
Wells Real Estate Funds January 2000 - January 2001
Evare LLC January 1998 - January 2000
John Hancock Funds January 1997 - January 1998
Skills
Sales Management, Performance Analysis, Training & Development, Team Leadership, Team Building, Achieving Results, Practice Management, Securities, Sales, Alternative Investments, Employee Training, Mutual Funds, Series 63, Investments, Business Development, Asset Management, Investment Strategies, Banking, Insurance, Relationship Management, Selling
Education
Florida State University
BA, International Affairs and Political Science
University of Illinois at Urbana-Champaign
Public Finance
Ann Shell-Johnson's Wells Real Estate Funds Experience 2002 - 2005
Job Vice President, Regional Property Manager at DCT Industrial Trust
Industry Real Estate
Experience
DCT Industrial Trust April 2006 - Present
Wells Real Estate Funds 2002 - 2005
The Simpson Organization December 1990 - October 2002
Skills
Disposition, Corporate Real Estate, Real Estate, Leases, Lease Administration, Property Management, Due Diligence, Acquisitions, Negotiation, Contract Negotiation, Mergers & Acquisitions, Commercial Real Estate, Management, Portfolio Management
Education
Covenant College 1982 — 1986
BA, English Language and Literature, General
DCT Industrial Trust April 2006 - Present
Wells Real Estate Funds 2002 - 2005
The Simpson Organization December 1990 - October 2002
Skills
Disposition, Corporate Real Estate, Real Estate, Leases, Lease Administration, Property Management, Due Diligence, Acquisitions, Negotiation, Contract Negotiation, Mergers & Acquisitions, Commercial Real Estate, Management, Portfolio Management
Education
Covenant College 1982 — 1986
BA, English Language and Literature, General
David Darsch's Wells Real Estate Funds Experience May 2002 - March 2013
Job Regional Director, GWG Holdings, Inc.
Industry Financial Services
Experience
GWG Holdings, Inc. April 2013 - Present
Wells Real Estate Funds May 2002 - March 2013
Skills
Investments, Alternative Investments, Mutual Funds, Series 7, Series 63, Securities, Series 6, Asset Management, Wealth Management, Retirement Planning, Portfolio Management, FINRA, Series 24, Series 65, Uniform Combined State..., Fixed Annuities
Education
Eastern Nazarene College
Bachelor's degree, Economics
GWG Holdings, Inc. April 2013 - Present
Wells Real Estate Funds May 2002 - March 2013
Skills
Investments, Alternative Investments, Mutual Funds, Series 7, Series 63, Securities, Series 6, Asset Management, Wealth Management, Retirement Planning, Portfolio Management, FINRA, Series 24, Series 65, Uniform Combined State..., Fixed Annuities
Education
Eastern Nazarene College
Bachelor's degree, Economics
Michael Ozburn, CFP®'s Wells Real Estate Funds Experience February 2011 - June 2012
Job Regional Director at Loring Ward
Industry Financial Services
Experience
Loring Ward March 2014 - Present
CNL Securities Corp. July 2012 - March 2014
Wells Real Estate Funds February 2011 - June 2012
Wells Real Estate Funds July 2002 - February 2011
Wells Real Estate Funds January 1999 - July 2002
Merrill Lynch January 1997 - May 1998
Skills
Leadership
Education
Florida State University 1992 — 1996
Bachelor of Science (BS), Economics
University of Georgia - Terry College of Business 2006 — 2007
Certificate of Financial Planning
Loring Ward March 2014 - Present
CNL Securities Corp. July 2012 - March 2014
Wells Real Estate Funds February 2011 - June 2012
Wells Real Estate Funds July 2002 - February 2011
Wells Real Estate Funds January 1999 - July 2002
Merrill Lynch January 1997 - May 1998
Skills
Leadership
Education
Florida State University 1992 — 1996
Bachelor of Science (BS), Economics
University of Georgia - Terry College of Business 2006 — 2007
Certificate of Financial Planning
Robert F. Kennedy's Wells Real Estate Funds Experience 2009 - Present
Job Senior Vice President at Wells Real Estate Funds
Industry Financial Services
Experience
Wells Real Estate Funds 2009 - Present
SunTrust Robinson Humphrey 1996 - 2009
Wachovia Bank 1991 - 1996
Education
Davidson College 1984 — 1988
B.A., Economics
Wells Real Estate Funds 2009 - Present
SunTrust Robinson Humphrey 1996 - 2009
Wachovia Bank 1991 - 1996
Education
Davidson College 1984 — 1988
B.A., Economics
Don Deville's Wells Real Estate Funds Experience 2004 - 2007
Job Owner/President
Industry Staffing and Recruiting
Experience
Chateau Development Inc. May 2008 - Present
Georgia's Dream Nannies February 2003 - Present
Wells Real Estate Funds 2004 - 2007
Skills
Property Management, Contract Negotiation, Real Estate, Sales Management, Investment Properties, Commercial Real Estate, Fire Management, Restoration, Insurance, Negotiation, Budgets, Property, Leases, Leadership, Real Estate Transactions, Marketing Strategy, New Business Development, Water Damage, Real Estate Development, Sales, Condos, Selling, Investments
Education
Chattahoochee Technical College 1997 — 2000
Chateau Development Inc. May 2008 - Present
Georgia's Dream Nannies February 2003 - Present
Wells Real Estate Funds 2004 - 2007
Skills
Property Management, Contract Negotiation, Real Estate, Sales Management, Investment Properties, Commercial Real Estate, Fire Management, Restoration, Insurance, Negotiation, Budgets, Property, Leases, Leadership, Real Estate Transactions, Marketing Strategy, New Business Development, Water Damage, Real Estate Development, Sales, Condos, Selling, Investments
Education
Chattahoochee Technical College 1997 — 2000
Lauri Friel's Wells Real Estate Funds Experience May 2005 - September 2013
Job Director of Compliance at CNL Securities Corp.
Industry Financial Services
Experience
CNL Securities Corp. July 2013 - Present
Wells Real Estate Funds May 2005 - September 2013
World Group Securities, Inc. May 1999 - May 2005
BARCO April 1997 - April 1999
Education
University of International Business and Economics
Business Mandarin
Florida State University
BA, Economics
Georgia State University - J. Mack Robinson College of Business
Project Management Certificate
CNL Securities Corp. July 2013 - Present
Wells Real Estate Funds May 2005 - September 2013
World Group Securities, Inc. May 1999 - May 2005
BARCO April 1997 - April 1999
Education
University of International Business and Economics
Business Mandarin
Florida State University
BA, Economics
Georgia State University - J. Mack Robinson College of Business
Project Management Certificate
David Grosseibl's Wells Real Estate Funds Experience July 2007 - April 2010
Job Senior Property Accountant at Onyx Equities
Industry Commercial Real Estate
Experience
Onyx Equities November 2014 - Present
Normandy Real Estate Partners December 2013 - November 2014
Normandy Real Estate Partners April 2010 - November 2013
Wells Real Estate Funds July 2007 - April 2010
Advance Realty Group 2002 - 2007
Jones Lang LaSalle 1998 - 2002
Skills
Real Estate, Financial Reporting
Education
Albright College
Accounting
Albright College
Bachelor's degree, Accounting
Onyx Equities November 2014 - Present
Normandy Real Estate Partners December 2013 - November 2014
Normandy Real Estate Partners April 2010 - November 2013
Wells Real Estate Funds July 2007 - April 2010
Advance Realty Group 2002 - 2007
Jones Lang LaSalle 1998 - 2002
Skills
Real Estate, Financial Reporting
Education
Albright College
Accounting
Albright College
Bachelor's degree, Accounting
Lemont Williamson's Wells Real Estate Funds Experience 2002 - 2011
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC 2011 - Present
Wells Real Estate Funds 2002 - 2011
Merrill Lynch 2000 - 2002
The Hartford 1998 - 2000
Skills
Series 63, Sales, FINRA, Finance, Alternative Investments, Asset Managment, Series 7, Investments, Mutual Funds, Coaching, Strategic Financial..., Asset Management, Portfolio Management, Retirement Planning, Securities
Education
The University of Georgia 1992 — 1998
BBA, Finance
Emory University - Goizueta Business School
Georgia Institute of Technology
VALIC 2011 - Present
Wells Real Estate Funds 2002 - 2011
Merrill Lynch 2000 - 2002
The Hartford 1998 - 2000
Skills
Series 63, Sales, FINRA, Finance, Alternative Investments, Asset Managment, Series 7, Investments, Mutual Funds, Coaching, Strategic Financial..., Asset Management, Portfolio Management, Retirement Planning, Securities
Education
The University of Georgia 1992 — 1998
BBA, Finance
Emory University - Goizueta Business School
Georgia Institute of Technology
Jay Harris's Wells Real Estate Funds Experience March 2004 - February 2005
Job Chief Accounting Officer at Cousins Properties Incorporated
Industry Real Estate
Experience
Cousins Properties Incorporated February 2005 - Present
Wells Real Estate Funds March 2004 - February 2005
JDN Realty Corporation June 1994 - March 2004
Skills
Internal Controls, Sarbanes-Oxley Act, Financial Analysis, Financial Modeling, GAAP, SEC filings, Accounting, CPA, Real Estate, Financial Reporting, Due Diligence, Leadership, Sarbanes-Oxley
Education
Emory University - Goizueta Business School 1982 — 1984
MBA, Accounting
Washington and Lee University 1978 — 1982
BA, Economics
Cousins Properties Incorporated February 2005 - Present
Wells Real Estate Funds March 2004 - February 2005
JDN Realty Corporation June 1994 - March 2004
Skills
Internal Controls, Sarbanes-Oxley Act, Financial Analysis, Financial Modeling, GAAP, SEC filings, Accounting, CPA, Real Estate, Financial Reporting, Due Diligence, Leadership, Sarbanes-Oxley
Education
Emory University - Goizueta Business School 1982 — 1984
MBA, Accounting
Washington and Lee University 1978 — 1982
BA, Economics
Anita Billings's Wells Real Estate Funds Experience 2003 - 2005
Job Present
Industry Building Materials
Experience
AXIALL CORPORATION formerly Georgia Gulf April 2012 - Present
Alcoa 2006 - April 2012
Alcoa 2005 - 2006
Wells Real Estate Funds 2003 - 2005
Rock-Tenn Company 1998 - 2003
Skills
Asset Management, Internal Audit, Database Administration, Budget Tracking, Software Project..., Collaborative Problem..., Direct Marketing, Procurement, Mortgage Servicing, SOX, Process Improvement, IT Audit, JD Edwards, Planview, ServiceNow, WorkDay
Education
Georgia Southwestern State University 1982 — 1986
Bachelor of Applied Science (BASc), Computer Science
Georgia Southwestern State University 1982 — 1986
Bachelor of Arts (B.A.), Business Administration and Management, General
AXIALL CORPORATION formerly Georgia Gulf April 2012 - Present
Alcoa 2006 - April 2012
Alcoa 2005 - 2006
Wells Real Estate Funds 2003 - 2005
Rock-Tenn Company 1998 - 2003
Skills
Asset Management, Internal Audit, Database Administration, Budget Tracking, Software Project..., Collaborative Problem..., Direct Marketing, Procurement, Mortgage Servicing, SOX, Process Improvement, IT Audit, JD Edwards, Planview, ServiceNow, WorkDay
Education
Georgia Southwestern State University 1982 — 1986
Bachelor of Applied Science (BASc), Computer Science
Georgia Southwestern State University 1982 — 1986
Bachelor of Arts (B.A.), Business Administration and Management, General
Kendra Emigh's Wells Real Estate Funds Experience
Job . at CatchMark Timber Trust
Industry Financial Services
Experience
Wells Real Estate Funds
Skills
Investments, Asset Management, Alternative Investments, Series 7, Series 63
Education
Georgia Institute of Technology
Bachelor of Science (B.S.), Economics
Wells Real Estate Funds
Skills
Investments, Asset Management, Alternative Investments, Series 7, Series 63
Education
Georgia Institute of Technology
Bachelor of Science (B.S.), Economics
Julie Waller's Wells Real Estate Funds Experience 2001 - 2012
Job Sr. Executive Assistant at Skyland Trail
Industry Mental Health Care
Experience
Skyland Trail October 2012 - Present
Wells Real Estate Funds 2001 - 2012
Trizec Properties 1999 - 2001
Skills
Outlook, Administrative..., Data Entry, PowerPoint, Accounts Payable, Event Planning, Microsoft Word, Microsoft Office, Microsoft Excel, Budgets, Customer Service, Recruiting, Human Resources, Leadership, Employee Relations
Education
College for Financial Planning
Registered Paraplanner
Skyland Trail October 2012 - Present
Wells Real Estate Funds 2001 - 2012
Trizec Properties 1999 - 2001
Skills
Outlook, Administrative..., Data Entry, PowerPoint, Accounts Payable, Event Planning, Microsoft Word, Microsoft Office, Microsoft Excel, Budgets, Customer Service, Recruiting, Human Resources, Leadership, Employee Relations
Education
College for Financial Planning
Registered Paraplanner
Jennifer Gasaway's Wells Real Estate Funds Experience January 2002 - June 2007
Job Sales Manager/Designer at Serenity Now Accessories
Industry Retail
Experience
Serenity Now Accessories October 2012 - Present
SCI Companies 2007 - 2012
Wells Real Estate Funds January 2002 - June 2007
Skills
HRIS, Employee Relations, Onboarding, Benefits Administration, Human Resources, Performance Management, HR Policies, Employee Engagement, New Hire Orientations, HR Consulting, Recruiting, Personnel Management, Payroll
Education
American InterContinental University 2003 — 2006
Bachelor of Business Administration (BBA), Accounting
Norland highscool
Serenity Now Accessories October 2012 - Present
SCI Companies 2007 - 2012
Wells Real Estate Funds January 2002 - June 2007
Skills
HRIS, Employee Relations, Onboarding, Benefits Administration, Human Resources, Performance Management, HR Policies, Employee Engagement, New Hire Orientations, HR Consulting, Recruiting, Personnel Management, Payroll
Education
American InterContinental University 2003 — 2006
Bachelor of Business Administration (BBA), Accounting
Norland highscool
Bo Reddic's Wells Real Estate Funds Experience January 2005 - April 2007
Job
Industry Real Estate
Experience
Piedmont Office Realty Trust April 2007 - Present
Wells Real Estate Funds January 2005 - April 2007
Morgan Stanley November 2003 - December 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Georgia Institute of Technology 1983 — 1989
Bachelor of Science (B.S.) Industrial Management with Honors and Master of City Planning, Real Estate, Economic Development, Land Development, City Planning, Ind. & Org. Psychology, Honors
Piedmont Office Realty Trust April 2007 - Present
Wells Real Estate Funds January 2005 - April 2007
Morgan Stanley November 2003 - December 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Georgia Institute of Technology 1983 — 1989
Bachelor of Science (B.S.) Industrial Management with Honors and Master of City Planning, Real Estate, Economic Development, Land Development, City Planning, Ind. & Org. Psychology, Honors
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY