Wells Real Estate Funds

Industry: Company

Description

Founded: 1984 Parent organization: Piedmont Office Realty Trust Subsidiaries: Wells Asset Management, Inc, Wells Capital, Inc., Wells Investment Securities, Inc.

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Wells Real Estate Funds Employees

Employee
Years
Job
Industry
Angel Keenan, CMP Angel Keenan, CMP Greater Atlanta Area Details
Angel Keenan, CMP's Wells Real Estate Funds Experience February 2003 - April 2005
Job Senior Project Manager at Lanyon Inc.
Industry Hospitality
Experience
Lanyon Inc.  February 2011 - Present
PricewaterhouseCoopers  July 2005 - February 2011
Wells Real Estate Funds   February 2003 - April 2005
IntelliSoft Training Solutions   January 2002 - February 2003
The Event Source  August 1998 - January 2002
Professional Photographers of America  September 1997 - August 1998
Georgia Society of CPAs  April 1995 - September 1997
Argus Trade Shows   1992 - 1995

Skills
Contract Negotiation, Negotiation, Planning, Customer Relations, Account Management, Project Planning, Customer Service, Event Management, Training, Management, Hotels, Hospitality, Trade Shows, New Business Development, Social Media Marketing, Budgets, Sales, Business Development, Contract Management, Marketing, CRM, Sales Management, Leadership

Education
Georgia State University - J. Mack Robinson College of Business   1990 — 1992
Bachelor of Science, Hospitality Admin with concentration in Meeting Planning

Kennesaw State University   1985 — 1990
Business

Anna Borden Anna Borden Palo Alto, California Details
Anna Borden's Wells Real Estate Funds Experience July 2007 - August 2007
Job Executive Assistant
Industry Venture Capital & Private Equity
Experience
Legacy Venture  January 2014 - Present
Legacy Venture  October 2013 - December 2013
Farallon Brands  July 2013 - October 2013
Overtime Fitness  September 2012 - October 2013
Chegg Inc.  June 2010 - June 2012
ReputationDefender  July 2009 - May 2010
Loyola Marymount University  October 2006 - May 2009
Shopflick   September 2008 - December 2008
Wells Real Estate Funds   July 2007 - August 2007

Skills
Microsoft Office, Email Marketing, Responsys Interact, Oracle HR, Paychex, Benetrac, PowerPoint, Start-ups, Management, Human Resources, Budgets, Customer Service, Payroll, Analysis, Cross-functional Team..., Customer Satisfaction, Office Management, Event Planning, NetSuite, Onboarding

Education
Loyola Marymount University   2006 — 2009
Bachelors, Psychology minor in Business Administration

Rebecca Latora Rebecca Latora Greater Atlanta Area Details
Rebecca Latora's Wells Real Estate Funds Experience October 2004 - April 2009
Job HR Coordinator at CapinCrouse
Industry Accounting
Experience
CapinCrouse   June 2012 - Present
Wells Real Estate Funds   October 2004 - April 2009

Skills
Outlook, PowerPoint, Microsoft Office, Windows, Microsoft Excel, Microsoft Word, English, Research

Education
Georgia State University
Master of Arts (M.A.), Communication (PR)

Wesleyan College
Bachelor of Arts (B.A.), Communication (Film and Media Studies)

Middle Georgia College
Associate of Science (A.S.), General Studies

David Solsberry David Solsberry Saint Louis, Missouri Details
David Solsberry's Wells Real Estate Funds Experience May 2003 - August 2011
Job Senior Consultant at Buan Consulting
Industry Information Technology and Services
Experience
Buan Consulting  March 2013 - Present
Crescendo Consulting   September 2011 - March 2013
Wells Real Estate Funds   May 2003 - August 2011
SmartDog Services  July 1999 - May 2003
Accenture  April 1997 - July 1999
Continental Airlines  February 1986 - December 1996

Skills
Force.com, Visualforce, Apex, CSS, jQuery, JavaScript, HTML, Oracle SQL, PL/SQL, Adobe Creative Suite, Microsoft Office, Salesforce.com, Oracle 9iAS, Oracle Portal, Oracle Application..., SQR, PeopleSoft, Logic Pro, Oracle, Oracle HR, Database Design, SQL, CRM, Data Modeling, Requirements Analysis, SDLC, Integration, Software Project..., Business Intelligence, Vendor Management, Business Analysis

Education
Georgia State University - J. Mack Robinson College of Business   1995 — 1997
M.B.A., Decision Sciences

University of Central Florida   1980 — 1986
B.A., Music

Sonia Stewart, CPA Sonia Stewart, CPA Greater Atlanta Area Details
Sonia Stewart, CPA's Wells Real Estate Funds Experience 2008 - February 2013
Job Director of Accounting at CatchMark Timber Trust
Industry Accounting
Experience
Columbia Property Trust  March 2013 - September 2015
Wells Real Estate Funds   2008 - February 2013
Greenback Expat Tax Services  2009 - 2012
JLL  September 2003 - May 2008

Skills
Accounting, Financial Reporting, CPA, General Ledger, GAAP, Financial Statements, Variance Analysis, Financial Analysis, Account Reconciliation, Financial Accounting, Tax, Sarbanes-Oxley Act, Auditing, SEC filings, Consolidation, Tax Returns, Tax Accounting, Accruals, Tax Research, Income Tax, Corporate Tax, Cash Flow, Tax Preparation, Invoicing, Strategic Financial..., US GAAP, Cost Accounting, Managerial Finance, Bank Reconciliation, Financial Audits, Internal Audit, Property Tax, Expatriate Tax, Accounts Receivable, US Tax, Payroll, QuickBooks, Internal Controls, Sarbanes-Oxley, Financial Modeling, Sales Tax, Fixed Assets, Finance, Accounts Payable, Due Diligence, Cash Management, Balance, Journal Entries, Capital Budgeting, Peachtree

Education
Keller Graduate School of Management of DeVry University   2005 — 2008
MAFM, Accounting, Management

Troy State University   2003 — 2005
Bachelor's of Science, Accounting

Laura R. Knolle, MS, CFP® Laura R. Knolle, MS, CFP® Lafayette, California Details
Laura R. Knolle, MS, CFP®'s Wells Real Estate Funds Experience 2002 - 2005
Job Financial Planner at Ballou Plum Wealth Advisors
Industry Financial Services
Experience
Ballou Plum Wealth Advisors   July 2012 - Present
Summit Wealth & Retirement Partners, Inc.   March 2009 - June 2012
SignatureFD  January 2007 - January 2009
Morgan Stanley  February 2005 - September 2006
Wells Real Estate Funds   2002 - 2005

Education
Golden Gate University   2011 — 2013
M.S., Financial Planning & Taxation with an emphasis in Estate Planning

Michigan State University - The Eli Broad Graduate School of Management   1997 — 2001
B.A., Finance

Bonnie Shekarabi Bonnie Shekarabi Greater Atlanta Area Details
Bonnie Shekarabi's Wells Real Estate Funds Experience December 1997 - September 2004
Job EVP National Accounts at Ascendent Capital
Industry Investment Management
Experience
Ascendent Capital   November 2014 - Present
Preferred Apartment Communities  August 2013 - October 2014
Walton International Group  August 2006 - August 2013
Wells Real Estate Funds   December 1997 - September 2004
HomeBanc Mortgage  September 1996 - September 1997

Skills
Private Equity, Alternative Investments, Series 7, Investments, Series 63, Securities, Investment Strategies, Private Placements, Due Diligence, FINRA, Investment Advisory, Financial Advisory, Asset Allocation, Business Development, Investor Relations, Real Estate, Retirement Planning, Strategic Financial..., Financial Planning, Equities, Capital Markets, Corporate Communications

Education
Southern New Hampshire University   1991 — 1995
BS, Business - Economics/Finance

Stephanie Valentine Stephanie Valentine Greater Atlanta Area Details
Stephanie Valentine's Wells Real Estate Funds Experience 2007 - 2010
Job Marketing Manager | Communication Strategist | Analytical and Creative
Industry Marketing and Advertising
Experience
Invesco  November 2013 - Present
Assurant Solutions  2011 - October 2013
Wells Real Estate Funds   2007 - 2010
Jackson National Life  2005 - 2007
Jackson National Life  2001 - 2005
Jackson National Life  1998 - 2001

Skills
Business Strategy, Marketing Communications, Competitive Analysis, Social Media Marketing, Creative Development, Marketing Strategy, Sales Support, Salesforce.com, Proposal Management, Wordpress, Prezi, Proposal Writing, Management, Sales Operations, Creative Direction, Project Management, Insurance, Presentations, Survey Monkey, Mail Chimp, Strategy, Marketing, Cross-functional Team..., Budgets, Executive Management, Leadership, Marketing Management, New Business Development, Sales, Training

Education
Long Island University, Brooklyn Campus
MBA

Long Island University, Brooklyn Campus
B.S

Susan H. (Sue) Figg Susan H. (Sue) Figg Alpharetta, Georgia Details
Susan H. (Sue) Figg's Wells Real Estate Funds Experience 2007 - August 2012
Job Client Services Associate at Alpharetta Area Wealth Mgt. Co.
Industry Financial Services
Experience
Alpharetta Area Wealth Mgt. Co.   2013 - Present
Wells Real Estate Funds   2007 - August 2012
Wells Real Estate Funds   2002 - 2007

Skills
Financial Services, Staff Supervision, Dependable Team Player, High Level Of Accuracy, Office Management, Alternative Investments, Back Office, Microsoft Excel, Asset Managment, Due Diligence, Siebel, Outlook, REIT, Investments

Education
Louisiana State University
BS, Education (Secondary School Mathematics)

Hannah Karels Hannah Karels Houston, Texas Area Details
Hannah Karels's Wells Real Estate Funds Experience August 2007 - August 2008
Job Senior Technical Coordinator
Industry Management Consulting
Experience
ABS  June 2015 - Present
ABS Group  April 2011 - Present
Bureau Veritas Certification  November 2008 - April 2011
Roanoke Trade Services  August 2008 - November 2008
Wells Real Estate Funds   August 2007 - August 2008
Lloyds Register Quality Assurance  February 2001 - August 2007

Skills
Budgets, Customer Service, Team Building, Microsoft Office, New Business Development, Negotiation, Change Management, Marketing Strategy, Operations Management, Management, Process Improvement, Training, Manufacturing, Continuous Improvement, Quality Management, ISO, Logistics, Six Sigma, Management Consulting, Project Management, Project Planning, Strategic Planning, Microsoft Excel, Business Strategy, Quality Assurance, Program Management, Lean Manufacturing, Business Process..., Sales, Auditing, Contract Management, Risk Management, Supply Chain Management, Procurement, Analysis, Supply Chain, Leadership, Team Leadership, Account Management

Education
North Harris   2007 — 2009
Associates, Business

Southwest Texas State University   1999 — 2001
General Studies

Jonathan James Jonathan James Greater Atlanta Area Details
Jonathan James's Wells Real Estate Funds Experience March 2003 - August 2004
Job Vice President, Commercial Team Lead at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank  October 2006 - Present
SunTrust Robinson Humphrey  2004 - 2006
Wells Real Estate Funds   March 2003 - August 2004
SunTrust Bank  December 1995 - March 2003

Skills
Credit Analysis, Credit, Investments, Corporate Finance, Loans, Portfolio Management, Financial Analysis, Banking, Financial Modeling, Risk Management, Underwriting, Leadership, Relationship Management, Capital Markets, Commercial Lending

Education
Georgia State University - J. Mack Robinson College of Business   1999 — 2001
MBA, Finance

Georgia Institute of Technology - Georgia Tech College of Management   1987 — 1992
BS, Management

Ginger (Cole) Llewallyn Ginger (Cole) Llewallyn Greater Atlanta Area Details
Ginger (Cole) Llewallyn's Wells Real Estate Funds Experience October 2001 - March 2011
Job Bookkeeper at Old South Barbecue
Industry Accounting
Experience
Old South Barbecue   August 2011 - Present
Wells Real Estate Funds   October 2001 - March 2011
Atlanta Casualty Company (now Infinity Insurance)   March 1976 - December 2000

Skills
Microsoft Excel, Microsoft Word, English, Windows, Outlook, Microsoft Office 2007

Education
Georgia State University   1994 — 1995
Business Administration and Management, General, B

Kennesaw State University   1990 — 1993
Environmental Chemistry, A

Cindy Keen Cindy Keen Alexandria, Virginia Details
Cindy Keen's Wells Real Estate Funds Experience September 2005 - December 2006
Job Stay At Home Mom (formerly Commercial Property Manager)
Industry Commercial Real Estate
Experience
Self-employed  January 2013 - Present
Piedmont Office Realty Trust  January 2007 - December 2012
Wells Real Estate Funds   September 2005 - December 2006
Wells Real Estate Funds   September 2003 - August 2005

Skills
Commercial Real Estate, Lease Administration, Property Management, Asset Management

Education
The University of Georgia   1998 — 2002
Bachelor of Business Administration (BBA), Commercial Real Estate

Camille Michelakos Camille Michelakos Greater Atlanta Area Details
Camille Michelakos's Wells Real Estate Funds Experience November 2013 - October 2014
Job Corporate Analyst at EcoVest Capital, LLC
Industry Financial Services
Experience
EcoVest Capital, LLC   August 2015 - Present
Cobb Pediatric Therapy Services  February 2015 - August 2015
Wells Real Estate Funds   November 2013 - October 2014
Wells Real Estate Funds   August 2012 - October 2013
Wells Real Estate Funds   February 2008 - August 2012
Wells Real Estate Funds   February 2004 - February 2008
Wells Real Estate Funds   August 2003 - February 2004
Contech  March 1999 - August 2003

Skills
Forecasting, Budgets, Microsoft Excel, Microsoft Office, Process Improvement, Project Management, Financial Analysis, Accounting, Data Analysis, Data Quality, Business Process..., TA2000, Salesforce.com, Financial Reporting, Finance, Financial Modeling, Management, Asset Management

Education
Georgia State University - J. Mack Robinson College of Business   2000 — 2002
Bachelor's Degree, Accounting

The University of Georgia   1994 — 1998
Bachelor's Degree, Spanish Language and Literature

Phillip Knight, CFP® Phillip Knight, CFP® Greater Atlanta Area Details
Phillip Knight, CFP®'s Wells Real Estate Funds Experience November 2002 - May 2008
Job Wealth Manager at USAA
Industry Financial Services
Experience
USAA  May 2014 - Present
ING  October 2013 - April 2014
Bluerock Capital Markets   February 2013 - June 2013
Hines Securities, Inc.   August 2011 - November 2012
Griffin Capital  November 2009 - July 2011
Inland Real Estate  June 2008 - July 2009
Wells Real Estate Funds   November 2002 - May 2008
A.G. Edwards & Sons, Inc.   June 2001 - October 2002

Education
University of Georgia - Terry College of Business   1996 — 2000
BBA, International Business; concentration: Finance; language; Japanese

Oglethorpe University   2005 — 2006
CFP®, CERTIFIED FINANCIAL PLANNER

SpeakEasy   2002 — 2002
Public Speaking

Ted Breen Ted Breen Greater Boston Area Details
Ted Breen's Wells Real Estate Funds Experience March 2000 - August 2011
Job Regional Vice President at SmartTrust UITs
Industry Financial Services
Experience
SmartTrust® UITs   June 2015 - Present
RC Securities   February 2012 - March 2015
Wells Real Estate Funds   March 2000 - August 2011
John Hancock Funds  March 1994 - January 1999
Colonial Mutual Funds  September 1990 - March 1994

Skills
Series 7, Series 24, Series 63, Alternative Investments, REITs, Mutual Funds, Variable Annuities, ALL Distribution..., RIA Channel, Wirehouse Channel, Independent..., Bank Channel, Separate Accounts, New England Region, NYC Metro Region, Northeast Region, Boston Based, Wholesaler, Regional Vice President, REIT, Distribution Strategies, Investments, Securities

Education
Northeastern University   1981 — 1986
BS, Business Administration- Marketing

Josef Costen Josef Costen Atlanta, Georgia Details
Josef Costen's Wells Real Estate Funds Experience September 2013 - February 2015
Job Show me the computer!!!!
Industry Computer Networking
Experience
Wells Real Estate Funds   September 2013 - February 2015
Peak 10  November 2008 - July 2011

Skills
Customer Service, Microsoft Office, Microsoft Excel, Strategic Planning, Business Analysis, Management, Microsoft Word, PowerPoint, Change Management, Portfolio Management, Sales, Windows 7, Windows 8, Windows Server, Team Leadership, Troubleshooting, Windows, Data Center, Cloud Computing, Disaster Recovery, Active Directory, VMware, Firewalls, IT Management, Databases, Servers, Microsoft Exchange, Network Administration, Technical Support, Cisco Technologies, Operating Systems, Virtualization, TCP/IP, Information Technology, System Administration, Software Documentation, Research, Computer Hardware, Security, Access, Call Centers, Networking, Visio, Administration, Vendor Management, IT Service Management, MS Project, Fortinet, VPN, VMware ESX

Education
Johnson C. Smith University - JCSU   1996 — 1999
Computer Engineering

Amy Shelly (Geissler) Amy Shelly (Geissler) Tampa/St. Petersburg, Florida Area Details
Amy Shelly (Geissler)'s Wells Real Estate Funds Experience August 2006 - June 2008
Job Financial Analysis at MarineMax
Industry Real Estate
Experience
MarineMax  January 2015 - Present
Piedmont Office Realty Trust, Inc.   June 2008 - December 2014
Wells Real Estate Funds   August 2006 - June 2008
Republic National Cabinet Corporation   2005 - 2006
Spectrum Brands  2004 - 2005
Mirant Corporation  1998 - 2004
Atlanta Committee for the Olympic Games  1995 - 1996

Skills
Finance, Accounting, Financial Modeling, Financial Analysis, Financial Reporting, Valuation, Forecasting, Portfolio Management, Due Diligence, Strategic Financial..., Budgets, TM1, Cognos, Hyperion Performance..., MRI Software, Argus Modeling, Financial Process..., Financial Systems, Financial Planning, Process Improvement

Education
Keller Graduate School   2007 — 2008
Graduate Certificate in Accounting

University of Florida   1992 — 1995
BSBA, Finance, Marketing

Bert Collins, CCIM, RPA Bert Collins, CCIM, RPA Greater Atlanta Area Details
Bert Collins, CCIM, RPA's Wells Real Estate Funds Experience June 2003 - October 2012
Job Director of Facilities at WestRock
Industry Financial Services
Experience
WestRock  October 2012 - Present
Wells Real Estate Funds   June 2003 - October 2012
Carter  February 1984 - May 2003

Skills
Alternative Investments, Asset Managment, Underwriting, Portfolio Management, Disposition, Credit Analysis, Financial Modeling, DCF, Valuation, Investments, Due Diligence, Lease Negotiations, Financial Analysis, Capital Budgeting, Real Estate, Finance, Risk Management, Leases, Commercial Real Estate, Property Management, Real Estate Economics, Asset Management, Facilities Management, Budgets, Lease Administration, Corporate Real Estate

Education
Colonial Hills

Georgia State University

Shorter College
Bachelor of Science (BS), Business Administration and Management, General

Trey Crenshaw, CIMA® Trey Crenshaw, CIMA® Greater Atlanta Area Details
Trey Crenshaw, CIMA®'s Wells Real Estate Funds Experience January 2002 - February 2006
Job Director, Advisor Solutions Group
Industry Financial Services
Experience
Janus Capital Group  June 2011 - Present
ING Investment Management  March 2006 - June 2011
Wells Real Estate Funds   January 2002 - February 2006

Skills
Derivatives, Series 7, Private Equity, Portfolio Management, Series 63

Education
University of Pennsylvania - The Wharton School   2009 — 2009
CIMA, Certified Investment Management Analyst

The Citadel   1994 — 1998
BA, Political Science

Doug Buce Doug Buce Greater Atlanta Area Details
Doug Buce's Wells Real Estate Funds Experience 2001 - 2013
Job Chief Learning Officer, Boing Dynamics, Inc.
Industry Professional Training & Coaching
Experience
Boing Dynamics, Inc.   2013 - Present
Wells Real Estate Funds   2001 - 2013
Dynamic Communications   1994 - 2001
Horizon Healthcare  1993 - 1994
Argus Publishers   1991 - 1993
Hobson, Barnes & Associates   1988 - 1991

Skills
Leadership Development, Vendor Management, Team Building, Talent Management, Strategic Planning, Organizational..., Brand Management, Public Speaking, Leadership, Strategy, Sales, Employee Training, Performance Management, CRM, Training, Process Improvement, New Business Development, Executive Management, Management, Public Relations, Staff Development, Executive Coaching, Marketing, Human Resources, Change Management, Coaching, Training Delivery, Program Management, Talent Acquisition, Management Consulting, Consulting, Employee Relations, Employee Engagement, Performance Improvement, Succession Planning, Recruiting

Education
Harding University   1984 — 1988
Bachelor of Arts (B.A.), Mass Communications & PR

Jonathan Brummel Jonathan Brummel Greater Atlanta Area Details
Jonathan Brummel's Wells Real Estate Funds Experience January 2011 - May 2012
Job Private Banker at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  January 2014 - Present
SunTrust Bank  February 2013 - January 2014
Blue Vault Partners, LLC   July 2012 - October 2012
Wells Real Estate Funds   January 2011 - May 2012
Wells Real Estate Funds   January 2008 - January 2011
Andrew Financial Group   January 2003 - June 2008

Skills
Investments, Portfolio Management, Financial Modeling, Financial Analysis, Series 7, Asset Managment, Real Estate, Forecasting, Securities, Sales, Account Management, New Business Development, Retirement Planning, Strategic Financial..., Outlook, Series 63, Teamwork, Communication Skills, High Net Worth..., Problem Solving, Client Relations Skills, Financial Advisory, Alternative Investments, Customer Service, Business Development, Management, Asset Management

Education
Kennesaw State University   2013 — 2015
Master of Business Administration (MBA)

University of Georgia - Terry College of Business   2013 — 2014
Executive Program for Financial Planning Certification

Liberty University   2004 — 2008
BS, Business Finance

Debra Pound Debra Pound Greater Atlanta Area Details
Debra Pound's Wells Real Estate Funds Experience February 2004 - April 2006
Job Relationship Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  April 2006 - Present
Wells Real Estate Funds   February 2004 - April 2006
PaineWebber  2000 - 2004

Skills
Series 7, Series 63, Relationship Management, Sales and Marketing, Public Speaking, Business Consulting, Practice Management, Account Management, Asset Management, Management Consulting, Process Improvement

Education
Columbia University Teachers College   1990 — 1991
Psychology

Winthrop University   1978 — 1982
BA, English

Rock Hill High School

Chris Dundon Chris Dundon Greater Atlanta Area Details
Chris Dundon's Wells Real Estate Funds Experience 2003 - 2005
Job Associate Director at Newmark Grubb Knight Frank
Industry Commercial Real Estate
Experience
Newmark Grubb Knight Frank  March 2012 - Present
Grubb and Ellis/Newmark Grubb Knight Frank   October 2010 - Present
Sperry Van Ness  2006 - 2010
Wells Real Estate Funds   2003 - 2005
Wells Real Estate Funds   2001 - 2003
DoubleTree by Hilton  2000 - 2001
Vail Resorts  1998 - 1999

Skills
Real Estate Development, Commercial Real Estate, Customer Service, Compliance, Client Development, Client Presentation, Marketing Communications, C-Level Relationships, Profitable Growth, Networking, REO, Real Estate, Corporate Real Estate, Retail, Disposition, Landlord, Apartments, Real Estate Economics, Investment Properties, 1031 Exchanges, Financial Analysis, Asset Management, Negotiation, Due Diligence, Sellers, Location Intelligence, Investment Sales, Leasing, Underwriting, Real Estate Transactions, Leases, Property Management, Landlords

Education
Regis University   1995 — 1999

Elise (Warner) Fowler Elise (Warner) Fowler Greater Atlanta Area Details
Elise (Warner) Fowler's Wells Real Estate Funds Experience January 2001 - May 2004
Job Domestic Engineer at The Fowler Family
Industry Nonprofit Organization Management
Experience
The Fowler Family   October 2014 - Present
Growing Leaders, Inc.   March 2011 - September 2014
Network 21 International   August 2010 - March 2011
EM Warner Enterprises, LLC   July 2009 - September 2010
autopilot complete real estate systems   January 2005 - June 2009
INJOY  June 2004 - November 2004
Wells Real Estate Funds   January 2001 - May 2004
ChoicePoint  1998 - 2001
ChoicePoint  February 1999 - December 2000
ChoicePoint  1998 - 2000

Skills
Teamwork, Goal Oriented, Public Speaking, Event Planning, Leadership Development, Customer Service, Social Media, Team Building, Non-profits, Leadership, Marketing, Social Media Marketing, Fundraising, Research, Marketing Strategy, Nonprofits, Sales, Project Planning, Community Outreach, Management, Sales Operations, Training, Coaching, Strategic Planning, Social Networking, Selling, Teaching, Event Management, Volunteer Management, Microsoft Office, Team Leadership, PowerPoint

Education
Palm Beach Atlantic University   1994 — 1998
Bachelor of Arts, Communications

David Rihner David Rihner Suwanee, Georgia Details
David Rihner's Wells Real Estate Funds Experience May 2008 - May 2012
Job Director of Property Accounting at Signature Office REIT
Industry Accounting
Experience
Signature Office REIT (Formerly Wells Core REIT; a product of Wells Real Estate Funds, Inc.)   June 2012 - Present
Wells Real Estate Funds   May 2008 - May 2012
AT&T  May 2007 - May 2008
AT&T  February 2006 - May 2007
Cingular Wireless  November 2001 - February 2006
After Hours Formalwear  September 2000 - August 2001
Jones & Kolb, CPA's   March 1999 - August 2000
Aaron's, Inc   July 1997 - March 1999

Skills
Account Reconciliation, Accounting, Budgets, Due Diligence, Financial Accounting, Financial Analysis, Financial Modeling, Financial Reporting, GAAP, General Ledger, Sarbanes-Oxley Act, Variance Analysis

Education
Kennesaw State University   2005 — 2006
Master's degree, Business Administration and Management, General

William Carey College   1994 — 1997
Bachelor of Science (B.S.), Accounting

Elizabeth Prothero Elizabeth Prothero Tampa/St. Petersburg, Florida Area Details
Elizabeth Prothero's Wells Real Estate Funds Experience September 2005 - April 2007
Job Consultant at Southern Summit Group
Industry Real Estate
Experience
Southern Summit Group   April 2013 - Present
Carter's and OshKosh B'gosh   October 2008 - April 2013
Piedmont Office Realty Trust  April 2007 - October 2008
Wells Real Estate Funds   September 2005 - April 2007
AirGate PCS  September 1997 - April 2005

Skills
Lease Administration, Retail, Leases, Tenant, Real Estate, Landlord, Landlord Tenant Disputes, Change Management, MRI Software, AMTdirect Software, Commercial Real Estate, Network Real Estate, Corporate Real Estate, Lease Negotiations, Property, Investment Properties, Mergers & Acquisitions, Acquisitions, Location Intelligence, Shopping Centers, Landlords, Due Diligence, Real Estate Economics, Budgets, Contract Negotiation, Management

Education
Kennesaw State University
BS, Political Science

Katie Snyder Katie Snyder Greater Omaha Area Details
Katie Snyder's Wells Real Estate Funds Experience 2002 - 2004
Job Property Manager at PJ Morgan Real Estate
Industry Food Production
Experience
PJ Morgan Real Estate  July 2015 - Present
Mary Kay Independent Business   March 2011 - Present
James Skinner Baking Company  February 2013 - July 2015
ConAgra Foods  January 2005 - February 2013
Wells Real Estate Funds   2002 - 2004
Sprint  2001 - 2002
Corning Revere Kitchen Outlet   2000 - 2001
Peoples Energy Services  1999 - 2000
EnSite Incorporated   1995 - 1998

Skills
Customer Service, Leadership, Forecasting, Supply Chain, Purchasing, Team Building, SAP, Analysis, Retail Link, Great Plains Software, Operations Management, Logistics, Change Management, Microsoft Excel, Process Improvement, Cross-functional Team..., Management, Access, Continuous Improvement, PowerPoint, Budgets, Strategic Planning, Retail, Sales, Training, Supply Chain Management, Inventory Management, Outlook, Microsoft Word

Education
Millard South High School   1989 — 1993
High School Diploma, General Studies

Bellevue University   2008 — 2009
Masters of Arts, Management

Nebraska Wesleyan University   1993 — 1999
Bachelor of Arts (BA), International Business

Mamy Niang Mamy Niang Suwanee, Georgia Details
Mamy Niang's Wells Real Estate Funds Experience September 2012 - May 2013
Job Vice President Investments at The Mutual Fund Store
Industry Investment Management
Experience
The Mutual Fund Store  May 2013 - Present
Wells Real Estate Funds   September 2012 - May 2013
Merrill Lynch  April 2012 - September 2012
JPMorgan Chase  December 2009 - April 2012

Skills
Sales, Sales Management, Salesforce.com, HR Policies, Customer Service, Customer Satisfaction, Customer Retention, Alternative Investments, Investment Strategies, Mutual Funds, Financial Services, Banking, Finance, Leadership, Series 7

Education
Strayer University (VA)   2011 — 2013
Master of Business Administration (MBA), Human Resources Management

Rutgers, The State University of New Jersey-Newark   2005 — 2009
Bachelor of Science (BS), Finance

Andy Swadel Andy Swadel Atlanta, Georgia Details
Andy Swadel's Wells Real Estate Funds Experience September 2002 - November 2004
Job Director of Development at SC Advisors
Industry Real Estate
Experience
SC Advisors   September 2015 - Present
TowerPoint Capital  April 2010 - August 2015
Carter  November 2004 - March 2010
Wells Real Estate Funds   September 2002 - November 2004

Skills
Mergers & Acquisitions, Investments, Acquisitions, Telecommunications, Financial Structuring, Brokerage, Asset Management, Commercial Real Estate, Real Estate Economics, Due Diligence, Credit, Corporate Real Estate, Finance, Valuation, Real Estate, Real Estate Development

Education
Georgia State University - J. Mack Robinson College of Business
MBA, Real Estate, Finance

The University of Georgia
BLA, Landscape Architecture

Steven R. Bone, J.D., CLU Steven R. Bone, J.D., CLU Santa Fe, New Mexico Area Details
Steven R. Bone, J.D., CLU's Wells Real Estate Funds Experience 2002 - 2004
Job President, Wealth Development Resources, LLC.
Industry Professional Training & Coaching
Experience
Wealth Development Resources LLC & Life Leaf Legal, P.C.   December 2012 - Present
Wealth Development Resources, LLC   October 2000 - Present
Santa Fe Trust, Inc.   2004 - 2011
Wells Real Estate Funds   2002 - 2004
Kallina & Associates   2002 - 2003
Thornburg Foundation Realty   1999 - 2001
Renaissance Inc  1989 - 1999
Connecticut Mutual Life Insurance Company  1981 - 1982

Skills
Charities, Planned Giving, Estate Planning, Trusts, Wealth Transfer, Strategic Planning, Real Estate, Insurance, Retirement Planning, Public Speaking, Tax, Non-profits, Charitable Giving, Leadership Development, Mentoring, Philanthropy, Wealth Management, Team Building, Succession Planning, Asset Protection, Charitable Gift Planning, Management Consulting, Retirement, Wealth Management..., Wealth, Nonprofits, Entrepreneurship, Business Planning, Charitable Trusts, High Net Worth..., Financial Planners, Training, Leadership, Charitable Remainder..., Small Business

Education
Indiana University Robert H. McKinney School of Law   1973 — 1976
JD, Law

Indiana University Bloomington   1968 — 1972
BS, Business Finance

Lawrence Central High School - Indianapolis IN   1965 — 1968
College Prep

Pamela Berrier Pamela Berrier Greater Atlanta Area Details
Pamela Berrier's Wells Real Estate Funds Experience August 1997 - Present
Job VP Closing, Capital Markets at Wells Real Estate Funds
Industry Commercial Real Estate
Experience
Wells Real Estate Funds   August 1997 - Present

Education
Georgia State University
Bachelor of Business Administration (BBA), Real Estate

Jay Carroll Jay Carroll Suwanee, Georgia Details
Jay Carroll's Wells Real Estate Funds Experience March 2004 - February 2006
Job Business Intelligence, Data Warehouse, and Analytics Leader
Industry Information Technology and Services
Experience
ActiveHealth Management  October 2014 - Present
Genuine Parts Company  April 2013 - October 2014
NCR Corporation  November 2012 - March 2013
CIBA Vision  February 2006 - November 2012
Wells Real Estate Funds   March 2004 - February 2006
Accenture  January 1997 - March 2004

Skills
PMP, Software Project..., Business Intelligence, Data Warehouse..., Requirements Gathering, Software Development, PL/SQL, Oracle SQL, SQL, Business Objects, Oracle Reports, Data Warehousing, SAP BW, Data Modeling, Data Analysis, Business Analysis, Oracle, Integration, SDLC, Process Improvement, Databases, ERP, Crystal Reports, Requirements Analysis, ETL, SAP, Visio, Program Management, Cognos, Enterprise Software, Data Migration, Project Management, Leadership

Education
Kennesaw State University - Michael J. Coles College of Business   2007 — 2009
MBA

Indiana University - Kelley School of Business   1992 — 1996
B.S. Business

Dean Borgh Dean Borgh Greater New York City Area Details
Dean Borgh's Wells Real Estate Funds Experience September 2012 - April 2013
Job Senior Vice President, Business Development Financial Institutions at Carey Financial
Industry Financial Services
Experience
Carey Financial   January 2015 - Present
Carey Financial   April 2013 - January 2015
Wells Real Estate Funds   September 2012 - April 2013
Wells Real Estate Funds   October 2008 - June 2012
Wells Real Estate Funds   December 2006 - October 2008
Transamerica Capital  1997 - 2006
Fryberger, Buchanan, Smith & Frederick, P.A.   1992 - 1997

Skills
Series 7, Series 24, Series 63, Series 6

Education
William Mitchell College of Law   1989 — 1992
Juris Doctor, Law

University of Minnesota-Duluth   1985 — 1989
Bachelor of Arts, Political Science

Hardin Byars Hardin Byars Greater Atlanta Area Details
Hardin Byars's Wells Real Estate Funds Experience 2004 - 2005
Job Executive Coach at Heartland Leadership Group; CEO Innovus Consulting, LLC
Industry Information Technology and Services
Experience
Heartland Leadership Group   June 2012 - Present
Advanced Technology Development Center, Georgia Institute of Technology   November 2010 - Present
Innovus Consulting, LLC   August 2004 - Present
Intellinet  July 2010 - December 2010
Intellinet Corporation  June 2008 - July 2010
Intellinet  February 2005 - June 2008
Wells Real Estate Funds   2004 - 2005
Carter & Associates  1993 - 1998
The Pinkerton & Laws Comany   1981 - 1991

Skills
Business Strategy, Strategic Planning, Business Development, Leadership, Start-ups, SaaS, Coaching, Management Consulting, Public Speaking, Entrepreneurship, Strategy

Education
The University of Georgia   1968 — 1973
BA, MA, International Relations, Economics

Karen S. Hughes Karen S. Hughes Greater Atlanta Area Details
Karen S. Hughes's Wells Real Estate Funds Experience September 2011 - December 2012
Job Senior Vice President Treasurer at Americold Realty
Industry Real Estate
Experience
Americold Realty  December 2012 - Present
Wells Real Estate Funds   September 2011 - December 2012
TriMont Real Estate Advisors  April 2010 - September 2011
Cousins Properties Incorporated  June 2001 - January 2010
Cyber Financial Solutions   May 2000 - June 2001
Ridgewood Properties Inc   January 1985 - May 2000

Skills
Real Estate Finance, Risk Management, Corporate Finance, GAAP, Treasury Services

Education
Georgia State University - J. Mack Robinson College of Business
MBA, Accounting

University of Florida - Warrington College of Business Administration
BSBA, Accounting

Celeste Moses Celeste Moses Greater Los Angeles Area Details
Celeste Moses's Wells Real Estate Funds Experience February 2008 - February 2010
Job Executive Assistant Animation at Warner Bros. Entertainment Group of Companies
Industry Entertainment
Experience
Warner Bros. Entertainment Group of Companies  January 2014 - Present
Warner Bros. Television  November 2012 - December 2013
MTV Networks / Logo  June 2012 - August 2012
Bunim Murray Productions  April 2012 - May 2012
Uncle Frank, Inc.   July 2011 - March 2012
Financial Works, LLC   July 2010 - July 2011
Wells Real Estate Funds   February 2008 - February 2010
The PaperWerk Group   May 2007 - 2010
Favored Nations   September 2004 - March 2008
Dreamworks Records  May 2003 - January 2004

Skills
BS Degree and 15+ years..., IBM/MAC proficient, Expert level written,..., Analytical with a good..., Outstanding..., Ability to..., Punctual, assertive and..., Ability to prioritize..., Strong decision making..., Thrives in a fast paced..., Discrete dependable..., Ability to maintain the..., Can interface with all..., Team player with a..., Enthusiastic, positive..., Fast Paced Environment, Budgets, Event Management, Event Planning, Entertainment, Teamwork, Public Relations, Marketing, Music, Management, Social Media Marketing, Film, Administrative..., Television, Leadership

Education
Syracuse University   1983 — 1987
BS, Retail Merchandising

Anna McCollum Anna McCollum Saint Augustine, Florida Details
Anna McCollum's Wells Real Estate Funds Experience June 2009 - March 2012
Job Office Manager at RE/MAX 100
Industry Real Estate
Experience
RE/MAX 100 realty  2012 - 2013
Wells Real Estate Funds   June 2009 - March 2012
Horne, LLP  February 2009 - May 2009

Skills
Accounting, Real Estate, Project Management, Financial Analysis, Management, Sales

Education
Mississippi College   2005 — 2009
Bachelor of Science, Business Administration

Ryan McIver, CFA Ryan McIver, CFA Atlanta, Georgia Details
Ryan McIver, CFA's Wells Real Estate Funds Experience July 2007 - March 2011
Job AVP Real Estate Finance
Industry Commercial Real Estate
Experience
Voya Investment Management  April 2014 - Present
Columbia Property Trust  April 2011 - April 2014
Wells Real Estate Funds   July 2007 - March 2011

Skills
ARGUS, Excel, Financial Modeling, Capital Budgeting, Negotiation, DCF, Microsoft Excel, Valuation, Investments, Due Diligence, Financial Analysis, Asset Management, Portfolio Management, Real Estate Economics, Disposition, Acquisitions, Finance, Leases, Commercial Real Estate, Argus Modeling, Corporate Real Estate, Credit Analysis, Brokerage

Education
Georgia State University - J. Mack Robinson College of Business   2008 — 2011
MBA, Real Estate

Georgia State University - J. Mack Robinson College of Business   2002 — 2006
BBA, Finance

Nan Hunt Nan Hunt Greater Atlanta Area Details
Nan Hunt's Wells Real Estate Funds Experience December 2001 - January 2013
Job Office Administrator at Dematic
Industry Financial Services
Experience
Dematic  January 2014 - Present
Wells Real Estate Funds   December 2001 - January 2013
Sprint Nextel  July 1998 - October 2001

Skills
Experienced executive..., Excellent written and..., Recognized ability to..., Experienced user of MS..., Microsoft Word, Microsoft Excel, Administrative..., PowerPoint, Project Management, Outlook, Negotiation, Property Management, Editing, Real Estate, Event Management, Microsoft Office

Education
Penn State University   1976 — 1980
Bachelor of Arts (B.A.), Political Science and Economics

Kennesaw State University   2013 — 2013
Paralegal Certificate

Shannon Brookshire Shannon Brookshire Greater Atlanta Area Details
Shannon Brookshire's Wells Real Estate Funds Experience September 2010 - March 2013
Job Vice President, Accounting Real Estate, CPA
Industry Real Estate
Experience
Grover Corlew, LLC   March 2013 - Present
Wells Real Estate Funds   September 2010 - March 2013
Gables Residential  September 2006 - August 2010
Deloitte & Touche  May 2002 - September 2006
Arthur Andersen  September 2000 - May 2002

Education
Michigan State University - The Eli Broad College of Business   1995 — 2000
BA, MS, Accounting

Charlie Kahl, CCIM, RPA Charlie Kahl, CCIM, RPA Greater Atlanta Area Details
Charlie Kahl, CCIM, RPA's Wells Real Estate Funds Experience 2003 - May 2012
Job Experienced Real Estate Manager available for permanent or contract work; willing to travel.
Industry Real Estate
Experience
Actively Seeking Employment  December 2012 - Present
CapHarbor Property Management   June 2012 - December 2012
Wells Real Estate Management   June 2003 - May 2012
Wells Real Estate Funds   2003 - May 2012
Compass / JLL   1991 - 2000
Carter & Associates  1985 - 1987

Skills
Real Estate, Commercial Real Estate, Lease Administration, Leases, Property Management, Disposition, Landlord, Asset Managment, Corporate Real Estate, Real Estate Transactions

Education
Tennessee Temple University   1971 — 1975
BS, Secondary Education

Betsy Ricks Betsy Ricks Watkinsville, Georgia Details
Betsy Ricks's Wells Real Estate Funds Experience January 2000 - July 2012
Job VP, Business Development at Blue Vault Partners, LLC
Industry Financial Services
Experience
Blue Vault Partners, LLC   October 2012 - Present
Wells Real Estate Funds   January 2000 - July 2012
Kenny Rogers Productions   October 1993 - December 1999

Skills
National Accounts &..., Series 7

Education
The University of Georgia   1989 — 1993
BACHELOR OF JOURNALISM, Public Relations

Brad Kishishita Brad Kishishita Greater Atlanta Area Details
Brad Kishishita's Wells Real Estate Funds Experience May 2010 - February 2013
Job Director of Portfolio Management at Clifton Property Trust
Industry Commercial Real Estate
Experience
Clifton Property Trust   May 2014 - Present
Columbia Property Trust  February 2013 - December 2013
Wells Real Estate Funds   May 2010 - February 2013
Wells Real Estate Funds   June 2006 - May 2010
Wells Real Estate Funds   April 2004 - June 2006

Skills
Financial Modeling, Argus, Excel, Valuation, Asset Managment, Investments, Financial Analysis, Real Estate, Disposition, Portfolio Management, Acquisitions, Series 7, Series 63, Underwriting, Capital Markets, Investor Relations, Alternative Investments, Credit Analysis, Leases, Financial Services, Finance, Insurance, Corporate Finance, Investment Strategies, Strategic Financial..., Commercial Real Estate, Marketing, Asset Management, Property Management

Education
University of Alabama   1997 — 2001
BS, Finance

Mercer University - Stetson School of Business and Economics   2007 — 2011
MBA, Real Estate

April Thomas April Thomas Greater Atlanta Area Details
April Thomas's Wells Real Estate Funds Experience January 2008 - November 2012
Job Senior Compliance Manager
Industry Real Estate
Experience
Assurant Specialty Property  September 2014 - Present
Altisource  November 2012 - September 2014
Wells Real Estate Funds   January 2008 - November 2012
Spalding  October 2007 - January 2008
GE  May 1996 - October 1998

Skills
Series 7, Securities, Series 63, Mutual Funds, Investments, FINRA, Due Diligence, Alternative Investments, Insurance, Asset Managment, Financial Services, Financial Analysis, Portfolio Management, Retirement Planning, Asset Management, Real Estate, Risk Management, Finance, Relationship Management, Compliance, Regulatory Affairs, Internal Controls, Risk Assessment

Education
The University of Georgia   1993 — 1996
Bachelor of Arts (B.A.), Journalism

Chuck Alexander Chuck Alexander Greater Atlanta Area Details
Chuck Alexander's Wells Real Estate Funds Experience 2003 - 2005
Job Vice PresidentWells Fargo Corporate Properties Group
Industry Real Estate
Experience
Wells Fargo  2005 - Present
Wells Real Estate Funds   2003 - 2005
AT&T  1993 - 2003

Skills
Asset Management, Financial Analysis, Strategic Planning, Real Estate, Negotiation, Real Estate Transactions, Real Estate Development, Contract Negotiation, Investment Properties, Strategy, Contract Management, Investments, Facilities Management, New Business Development, Commercial Real Estate, Leases, Budgets, Property Management, Portfolio Management, Asset Managment, Marketing, Management, Due Diligence, Valuation, Sales, Real Estate Economics, Business Development, Brokerage, Corporate Real Estate, Disposition

Education
Harvard University Kennedy School of Government   1979 — 1981
Master of City and Regional Planning

Princeton University   1975 — 1979
BA-Political Science

Beth Glavosek Beth Glavosek Greater Atlanta Area Details
Beth Glavosek's Wells Real Estate Funds Experience May 2004 - December 2010
Job Freelance Copywriter
Industry Financial Services
Experience
Beth Ink, LLC   January 2011 - Present
Wells Real Estate Funds   May 2004 - December 2010
Pacific Life  April 2001 - October 2003
Sapient  August 2000 - March 2001
Siegel & Gale  April 1996 - August 2000
Alliance of American Insurers  March 1995 - July 1995
American Osteopathic Association  January 1994 - March 1995
Clayton County Chamber of Commerce  August 1991 - October 1993

Skills
Annual Reports, Copywriting, Newsletters, Editing, Writing, Marketing Communications, Corporate Communications, Financial Writing, Internal Communications, Investor Relations, Media Relations, Finance

Education
The University of Georgia   1987 — 1991
BA, Journalism

Woodward Academy   1984 — 1987

Barry Huggins Barry Huggins Colorado Springs, Colorado Area Details
Barry Huggins's Wells Real Estate Funds Experience October 2001 - March 2006
Job Vice President at Cenergistic
Industry Environmental Services
Experience
Cenergistic (formerly Energy Education)   February 2011 - Present
Integrated Energy Solutions   2006 - January 2011
Wells Real Estate Funds   October 2001 - March 2006

Skills
Strategic Planning, Strategy, Contract Negotiation, Team Building, Leadership, Leadership Development, Account Management, Start-ups, Public Speaking, Real Estate, Teaching, Coaching, Process Improvement, Business Development, Salesforce.com, Sales, Change Management, Project Planning, Program Management, Business Strategy, Training, Customer Service, Analysis, Marketing, Energy, New Business Development, Marketing Strategy, Management

Education
Texas A&M University   1967 — 1971
BS, Engineering (Engineering Sales)

Kent M. Dombal, CPA Kent M. Dombal, CPA Greater New York City Area Details
Kent M. Dombal, CPA's Wells Real Estate Funds Experience January 2007 - March 2013
Job Vice President at Columbia Property Trust
Industry Real Estate
Experience
Columbia Property Trust  March 2013 - Present
Wells Real Estate Funds   January 2007 - March 2013
Rockrose Development Corp.  September 2004 - November 2006
Hines  September 1987 - September 2004
Laventhol & Horwath Certified Public Accountants   August 1984 - September 1987

Skills
Sellers, CPA, Real Estate, Property Management, Asset Managment, Leases, Due Diligence, Real Estate Development, Real Estate Economics, Disposition, Lease Administration, Valuation, Corporate Real Estate, Investments, Tenant, Financial Analysis, Commercial Real Estate, Landlord, Real Estate Transactions, Financial Modeling, State of New York, Portfolio Management, Acquisitions, Asset Management, Property, Brokerage, Investment Properties, Mergers & Acquisitions, Finance

Education
Syracuse University - Martin J. Whitman School of Management
B.S., Accounting

Syracuse University - Martin J. Whitman School of Management
B.S., Finance

Kim Dobbins Kim Dobbins Loganville, Georgia Details
Kim Dobbins's Wells Real Estate Funds Experience April 2004 - February 2013
Job Senior Property Accountant at Grover Corlew LLC
Industry Accounting
Experience
Grover Corlew LLC   July 2013 - Present
Arion Sporthorses LLC   August 2013 - February 2015
Columbia Property Trust  March 2013 - July 2013
Wells Real Estate Funds   April 2004 - February 2013
Provident Antiques & Collectibles, LLC   September 2011 - December 2012
Aderhold Properties, Inc.   July 1996 - March 2004
Winter Construction Company   August 1988 - July 1996

Skills
Financial Reporting, Financial Analysis, Accounts Payable, Accounting, GAAP, General Ledger, Account Reconciliation, Due Diligence, Variance Analysis, Invoicing, Finance, Budgets, Financial Statements, Bank Reconciliation, Accruals, Sarbanes-Oxley Act, Cash Flow, Accounts Receivable, Financial Accounting, QuickBooks, Portfolio Management, Payroll, Valuation, Forecasting, Asset Management, Sarbanes-Oxley, Internal Audit, Disposition, Real Estate Economics, Lease Administration, Real Estate, US GAAP, Property Management, Cash Management, Cost Accounting, Commercial Real Estate, Leases, Management

Education
University of Phoenix   2003 — 2006
Business, Accounting, Degree

Jacksonville State University   1976 — 1980
Associates, Business, Did not complete

Cross Keys   1972 — 1976

Tisa Smart Washington, MBA Tisa Smart Washington, MBA Greater Atlanta Area Details
Tisa Smart Washington, MBA's Wells Real Estate Funds Experience 2003 - 2004
Job Chief Deputy Tax Commissioner, Rockdale County, ga
Industry Government Administration
Experience
Rockdale County Government  January 2013 - Present
DeKalb County Government  August 2009 - January 2013
Morris Multimedia  December 2008 - May 2009
On Common Ground News   October 2005 - December 2008
Wells Real Estate Funds   2003 - 2004

Skills
Marketing Communications, Project Management, Speech Writing, Editing, Public Relations, Web Content Management, Photography, Layout & Design, AP Style, Adobe Acrobat, CMS, Digital SLR, Excel, Google Analytics, HTML, InDesign, Outlook, Photoshop, Publisher, Wikipedia, Word, Microsoft Publisher, Microsoft Excel, Social Media, Proofreading, DSLR, Event Planning, Microsoft Word, Marketing, Media Relations, Marketing Strategy, Web Content, Public Speaking, Nonprofits, Community Development, Research, Publications, Email Marketing, Editorial, New Media, Press Releases, Community Outreach, Leadership

Education
Leadership Rockdale

Troy University
M.B.A

Georgia State University
B.A, Communications

RLI 2015

Brandon Loveridge, CPA Brandon Loveridge, CPA Buford, Georgia Details
Brandon Loveridge, CPA's Wells Real Estate Funds Experience September 2010 - August 2013
Job CFO at Boiler & Property Consulting
Industry Mechanical or Industrial Engineering
Experience
Boiler & Property Consulting   October 2014 - Present
Boiler & Property Consulting   January 2014 - October 2014
Wells Real Estate Funds   September 2010 - August 2013
Wells Real Estate Funds   April 2008 - September 2010
Road Atlanta LLC   July 2006 - April 2008
Institute of Industrial Engineers  September 2003 - July 2006

Education
University of Oklahoma   2001 — 2003
MBA, Finance, General

Pensacola Christian College   1997 — 2001
B.S., Accounting / Management

Billy Pichon Billy Pichon Greater Atlanta Area Details
Billy Pichon's Wells Real Estate Funds Experience November 2007 - August 2012
Job Project ManagerConstruction at Derse
Industry Marketing and Advertising
Experience
Derse  August 2015 - Present
Regency Lighting  April 2014 - August 2015
Regency Lighting  August 2013 - August 2015
Regency Lighting  May 2013 - August 2013
Regency Lighting  August 2012 - May 2013
Wells Real Estate Funds   November 2007 - August 2012
Lansing Building Products  March 2007 - November 2007
Hidden Lake Academy  May 2006 - April 2007
Shaw Industries  December 2005 - May 2006

Skills
Account Management, Microsoft Excel, New Business Development, Sales, Public Speaking, Customer Service, Salesforce.com, Project Management, Networking, Contract Negotiation, Marketing, Team Building, Process Improvement, Business Development, Leadership, Microsoft Office, Strategic Planning, Sales Management, Customer Satisfaction, Management, Microsoft Word, Budgets, Leadership Development

Education
University of West Georgia   1998 — 2003
Business, Marketing

Lambuth University   1997 — 1998

Patrick Marshburn Patrick Marshburn Greater Atlanta Area Details
Patrick Marshburn's Wells Real Estate Funds Experience December 2012 - July 2013
Job Operations Controller at Waffle House
Industry Financial Services
Experience
Waffle House  July 2013 - Present
Wells Real Estate Funds   December 2012 - July 2013
Wells Real Estate Funds   March 2011 - December 2012
Northwestern Mutual  July 2009 - January 2011
End Range of Motion Inc   May 2007 - August 2007

Skills
Microsoft Excel, Series 7, Strategic Planning, Series 63, Investments, Customer Service, Insurance, Finance, Sales, Strategic Financial..., Event Planning, Financial Planning, Financial Modeling

Education
University of Georgia - Terry College of Business   2013 — 2015
Master of Business Administration (MBA)

The University of Georgia   2005 — 2009
Finance, Business

University of Georgia - Terry College of Business   2005 — 2009
Finance

Mary Pierce Bullock Mary Pierce Bullock San Francisco Bay Area Details
Mary Pierce Bullock's Wells Real Estate Funds Experience July 2007 - August 2009
Job Sr. Technical Sourcer at Hortonworks
Industry Information Technology and Services
Experience
Hortonworks  July 2014 - Present
TEKsystems  October 2011 - July 2014
TSAV   August 2009 - October 2011
Wells Real Estate Funds   July 2007 - August 2009

Skills
Recruiting, Technical Recruiting, Staff Augmentation, Talent Acquisition, IT Recruitment, Interviews, Consulting, CRM, Applicant Tracking..., Information Technology, Business Development, Sales, Benefits Negotiation, Sourcing, HTML, CSS, JavaScript, HTML 5, SQL, Web Development, Ruby on Rails, Databases, SDLC, Start-ups, Technical Product..., Test Automation, Java, Hadoop, Big Data, Management, Training, Agile Methodologies, Linux, Product Management, Quality Assurance

Education
The University of Georgia   2002 — 2006
B.S., Biology / Pre-Medicine

Elizabeth Helvin Elizabeth Helvin Marietta, Georgia Details
Elizabeth Helvin's Wells Real Estate Funds Experience September 2003 - March 2005
Job Reit Management & Research
Industry Real Estate
Experience
Reit Management & Research LLC  November 2014 - Present
GH Anderson and Co.   September 2013 - November 2014
Avison Young  May 2013 - September 2013
Avison Young  January 2011 - April 2013
Avison Young  October 2005 - December 2010
VEF Advisors, LLC   March 2005 - October 2005
Wells Real Estate Funds   September 2003 - March 2005
Bayer Properties, LLC  February 2002 - September 2003
Bayer Properties, LLC  August 2001 - January 2002
Gregerson’s Foods, Inc   January 2000 - January 2001

Skills
Accounting, Financial Reporting, Financial Analysis, Accounts Receivable, General Ledger, Account Reconciliation, Lease Administration, Property Management, Variance Analysis, Real Estate, Due Diligence, Disposition, Financial Statements, Accounts Payable, GAAP

Education
University of Alabama at Birmingham; CPA RequirementsJacksonville State University
Bachelor of Science, Accounting

Jacksonville State University   2000 — 2001
BS, Accounting

Kerry Hughes Kerry Hughes Greater Atlanta Area Details
Kerry Hughes's Wells Real Estate Funds Experience January 2006 - April 2007
Job Director, National Business Development, PR & Marketing at Piedmont Office Realty Trust
Industry Commercial Real Estate
Experience
Piedmont Office Realty Trust  April 2007 - Present
Wells Real Estate Funds   January 2006 - April 2007
Wells Real Estate Funds   July 2002 - December 2005
Bobby Dodd Coach of the Year Foundation   1999 - 2001
Georgia-Pacific LLC  1996 - 1998
Georgia Pacific Corp.  1991 - 1996
Georgia-Pacific LLC  1989 - 1991
Georgia-Pacific LLC  1988 - 1989

Skills
Marketing, CRM, Public Relations, Event Management, Project Planning, Asset Managment, Real Estate, Portfolio Management, Sales, Strategy, Real Estate Economics, Leadership, Corporate Real Estate, Management, Asset Management, Leases, Commercial Real Estate, Business Development, Training, Negotiation, New Business Development, Competitive Analysis, Disposition, Contract Negotiation, Strategic Partnerships, Program Management

Education
University of Wisconsin-Madison   1983 — 1987
BA, Journalism - PR & Advertising

Georgia State University   2013 — 2017
Master's Degree, Gerontology, Currently taking graduate classes

Craig High School   1979 — 1983

Bill Driver, CPM Bill Driver, CPM Greater Atlanta Area Details
Bill Driver, CPM's Wells Real Estate Funds Experience June 2003 - November 2012
Job Commercial Real Estate
Industry Real Estate
Experience
Wells Real Estate Funds   June 2003 - November 2012
PM Realty Group  2001 - 2003
Colonnade Properties  1998 - 2001
Faison  1994 - 1998
The Landmarks Group  1988 - 1994

Skills
property management,..., Lease Administration, Disposition, Real Estate, Leases, Corporate Real Estate, Tenant, Real Estate Development, Landlord, Commercial Real Estate, Real Estate Transactions, Real Estate Economics, Due Diligence, Management, Lease Negotiations, Property Management, Asset Managment, Financial Modeling, Facilities Management, Property, Training, Asset Management, Investments, Construction, Landlords, Budgets, Contract Management, Business Development, Portfolio Management, Contract Negotiation, Acquisitions, Valuation, Brokerage, Shopping Centers, Location Intelligence, Investment Properties, Appraisals, Yardi, Commercial Leasing, Financial Analysis, Capital Budgeting, Underwriting, Apartments, Real Estate Financing, Finance, Selling, Renovation, Mergers & Acquisitions, Market Analysis, Negotiation

Education
Niagara University
Bachelor of Science- Business, Management and Real Estate

State University of New York - System
Graduate Studies, Urban Planning

Brian Goehl, CIMA® Brian Goehl, CIMA® Indianapolis, Indiana Area Details
Brian Goehl, CIMA®'s Wells Real Estate Funds Experience March 2002 - April 2004
Job Vice President at Atlas Resources, LLC, an affiliate of Atlas Resource Partners, L.P.
Industry Investment Management
Experience
Atlas Resources, LLC, an affiliate of Atlas Resource Partners, L.P.   October 2014 - Present
ICON Investments  March 2013 - October 2014
DWS Investments/Deutsche Bank   May 2006 - February 2013
MFS Investment Management  March 2004 - May 2006
Wells Real Estate Funds   March 2002 - April 2004

Skills
Alternative Investments, Mutual Funds, Investments, Equities, Fixed Income, Financial Advisory, Fixed Annuities, 401k, Real Estate, Wealth, Sales Operations, Series 7, Commodity, Series 63, Securities, Asset Allocation, Asset Management, Wealth Management, Portfolio Management, Public Speaking

Education
University of Pennsylvania - The Wharton School   2005 — 2006
CIMA, Investment Management

Strategic Coach   2005 — 2005
Business/Time Management

Communicate to Connect   2004 — 2004
Public Speaking

SpeakEasy   2002 — 2002
Public Speaking

Purdue University   1991 — 1996
Bachelor of Science (BS)

Ben Johnson Ben Johnson Concord, California Details
Ben Johnson's Wells Real Estate Funds Experience November 2002 - January 2005
Job Director, Brand and Corporate Communication at AssetMark
Industry Financial Services
Experience
AssetMark  March 2015 - Present
Institutional Real Estate, Inc.   July 2014 - March 2015
Marcus & Millichap  February 2013 - July 2014
Cole Real Estate Investments  May 2011 - February 2013
Johnson Media Ventures LLC   April 2009 - May 2011
Cygnus Business Media  August 2010 - April 2011
American Airlines  July 2006 - September 2008
CoStar Group  January 2005 - June 2006
Wells Real Estate Funds   November 2002 - January 2005
Penton Media  September 1992 - December 1999

Skills
Marketing, Social Media, Retail, Media Relations, New Business Development, Business Development, B2B, Leadership, Sales, Management, Blogging, Public Relations, Real Estate, Publishing, Commercial Real Estate, Disposition, Public Speaking, Investment Properties, Social Media Marketing, Marketing Strategy, Marketing Communications, Online Marketing, Market Research, Advertising

Education
University of Missouri-Columbia   1980 — 1982
Bachelor's degree, Business Journalism

Missouri Southern State University   1978 — 1980
Associate of Arts (A.A.), Business, Journalism

Brendon Planz Brendon Planz Greater Atlanta Area Details
Brendon Planz's Wells Real Estate Funds Experience 2000 - 2001
Job Owner at B with the E LLC.
Industry Wireless
Experience
B with the E LLC.   July 2006 - Present
IRIS TV   1998 - Present
IRIS Promotions   1998 - Present
Verizon Cellular Sales  December 2003 - April 2013
Wells Real Estate Funds   2000 - 2001
Teligent  1998 - 2000
Morgan Stanley  1997 - 1998

Skills
Customer Satisfaction, Wireless, Direct Sales, Sales Process, Cold Calling, B2B, Solution Selling, Sales Management, Sales, Account Management, New Business Development, Telecommunications, Business Development, Social Networking, Social Media Marketing, Management, Networking, Customer Retention, Mobile Devices, Selling, Small Business, Strategy, Lead Generation, Customer Service, Salesforce.com, Marketing

Education
Oglethorpe University   1999 — 2004
MBA, Business

Siena College   1992 — 1996
B.S Finance, Business

Garden City High School   1988 — 1992
Diploma, Science

Peter Mitchell, CCIM Peter Mitchell, CCIM Greater Atlanta Area Details
Peter Mitchell, CCIM's Wells Real Estate Funds Experience April 2002 - April 2013
Job
Industry Commercial Real Estate
Experience
SunTrust Bank  October 2013 - Present
Stonehaven Investment Group, LLC   May 2013 - October 2013
Wells Real Estate Funds   April 2002 - April 2013
Georgia State University  August 2011 - December 2011
JP Morgan Mortgage Capital  April 1997 - April 2002

Skills
Commercial Real Estate, Disposition, Investment Properties, Financial Analysis, Underwriting, Acquisitions, Real Estate, Asset Management, Real Estate Transactions, Portfolio Management, Investments, Negotiation, Finance, Appraisals, Real Estate Economics, Leases, Due Diligence, Argus Modeling, Transaction Management, Relationship Management, CCIM, Alternative Investments, Shopping Centers, Lease Administration, Financial Structuring, Mergers & Acquisitions, Asset Dispositions, Real Estate License, Real Estate Investment, CMBS, Corporate Real Estate, Credit, Loans, Financial Modeling, Capital Structure, Valuation, Lease Negotiations, Loan Origination, Structured Finance, Landlords, DCF, Real Estate Financing, Commercial Mortgages, Investor Relations, Commercial Leasing, Real Estate Private..., Business Strategy, Strategic Planning, Strategy, Investment Strategies

Education
Georgia State University - J. Mack Robinson College of Business   1993 — 1994
MSRE

Hofstra University   1985 — 1988
BBA

Joseph McNair, CFP®, JD, CPA Joseph McNair, CFP®, JD, CPA Pensacola, Florida Details
Joseph McNair, CFP®, JD, CPA's Wells Real Estate Funds Experience August 2004 - August 2005
Job Investment Advisor, Comprehensive Financial Planning
Industry Financial Services
Experience
Warren Averett Asset Management, LLC   July 2010 - Present
PricewaterhouseCoopers  July 2009 - July 2010
Cohen, Cooper, Estep & Whiteman   July 2007 - July 2009
Hartley, Rowe & Fowler, PC   2004 - 2006
Wells Real Estate Funds   August 2004 - August 2005

Skills
Retirement Planning, Strategic Financial..., Investment Advisory, Retirement Plan..., Portfolio Management, Estate Planning, Tax, Accounting, Financial Reporting, Financial Analysis, Corporate Tax, Income Tax, Forecasting, Budget, Mergers

Education
Georgia State University - J. Mack Robinson College of Business   2007 — 2008
MBA, Business & Law

Georgia State University College of Law   2005 — 2008
Juris Doctor

LaGrange College   2001 — 2004
B.S., Accountancy

Dan Draper Dan Draper Greater Atlanta Area Details
Dan Draper's Wells Real Estate Funds Experience 2000 - 2004
Job Account Executive EMEA Region, MCSE, CSM, CSPO
Industry Computer Software
Experience
VersionOne  September 2008 - Present
CoreXpand  February 2006 - August 2008
Toshiba Business Solutions  2004 - 2006
Wells Real Estate Funds   2000 - 2004
Logical Choice Technologies  April 1997 - September 2000

Skills
Salesforce.com, Account Management, Software Project..., New Business Development, Project Management, Scrum, SaaS, Management Consulting, Sales Operations, Enterprise Software, E-commerce, Customer Satisfaction, CRM, Customer Service, Solution Selling, Pre-sales, Sales, Cloud Computing, Agile Project Management, Sales Process, Lead Generation

Education
Penn State University
BS, Business Management

Penn State University
Bachelor of Science (B.S.), Business Administration, Management and Operations

Kimberly McKay Martin, CPA Kimberly McKay Martin, CPA Greater Atlanta Area Details
Kimberly McKay Martin, CPA's Wells Real Estate Funds Experience March 2004 - August 2005
Job Controller at AcuityCFO
Industry Accounting
Experience
AcuityCFO  March 2011 - Present
HSW, International  January 2010 - March 2011
HSW, International  July 2008 - January 2010
Turner Broadcasting Systems, Inc.   August 2005 - July 2008
Wells Real Estate Funds   March 2004 - August 2005
AHD International   January 2003 - March 2004

Skills
SEC filings, Budgets, Financial Reporting, Accounting, Process Improvement, General Ledger, Variance Analysis, Account Reconciliation, Finance, Internal Audit, Leadership, CPA, Revenue Recognition, GAAP

Education
Mercer University
MBA, Concentration in Accounting

University of Georgia - Terry College of Business
B.B.A., Management Information Systems

Jim Temples Jim Temples Greater Atlanta Area Details
Jim Temples's Wells Real Estate Funds Experience December 2002 - December 2005
Job Strategic ResultsOriented Technology & Business Consultant
Industry Information Technology and Services
Experience
First Advantage  July 2013 - Present
LexisNexis  March 2006 - Present
Temples Consulting Group, LLC   December 2005 - Present
Wells Real Estate Funds   December 2002 - December 2005
Independent Consultant  August 2002 - December 2002
WebTone Technologies, Inc.   June 1998 - August 2002
Sapient Corporation  October 1997 - June 1998
NationsBanc Commercial Corporation   February 1996 - October 1997
Georgia-Pacific Corporation  May 1995 - February 1996
BankSouth  April 1986 - May 1995

Skills
Business Continuity, Disaster Recovery, Vendor Management, Budgeting, Security, Contract Negotiations, Compliance, Data Center, Architecture, Vendor Relations, Strategic Planning, IT Operations, Team Building, IT Strategy, Consulting, Budgets, Contract Negotiation, Cross-functional Team..., Enterprise Architecture, Enterprise Software, Governance, Architectures, Information Security, Integration, Leadership, Management, Outsourcing, Program Management, Project Management, SDLC, SaaS, Software Development, Strategy

Education
Kennesaw State University   1990 — 1996
MBA

Southern Polytechnic State University   1985 — 1990
BS

Heather Stroud Mausz Heather Stroud Mausz Greater Atlanta Area Details
Heather Stroud Mausz's Wells Real Estate Funds Experience 2003 - 2005
Job National Director, Talent Acquisition & Development at Capin Crouse LLP
Industry Human Resources
Experience
Capin Crouse LLP  June 2008 - Present
Habif, Arogeti, & Wynne   2005 - 2008
Wells Real Estate Funds   2003 - 2005
BellSouth  1998 - 2003

Skills
Succession Planning, Recruiting, Talent Management, Training, Leadership Development, Strategic Planning, Employee Relations, Performance Management, Coaching, Human Resources, Management, Onboarding, Talent Acquisition, Organizational..., College Recruiting

Education
Georgia State University   1995 — 1997
Masters of Business Administration, Human Resource Management

Kennesaw State University   1994 — 1995
Business, Management

The University of Memphis   1990 — 1993
Business, Management

Krister Romeyn Krister Romeyn Greater Atlanta Area Details
Krister Romeyn's Wells Real Estate Funds Experience January 2008 - December 2013
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC  August 2015 - Present
Romeyn & Associates   January 2014 - July 2015
Wells Real Estate Funds   January 2008 - December 2013
Wells Real Estate Funds   January 2002 - December 2007

Skills
Series 63, Series 7, Financial Services, Series 24, Securities, Investments, Alternative Investments

Education
High Point University   1996 — 2000
Bachelor of Arts (B.A.), Business Administration and Management, General

Parker Hudson Parker Hudson Greater Atlanta Area Details
Parker Hudson's Wells Real Estate Funds Experience April 2003 - December 2014
Job Managing Member at Provident Advisors
Industry Commercial Real Estate
Experience
Provident Advisors   December 2014 - Present
Edge Press   January 1995 - Present
Wells Real Estate Funds   April 2003 - December 2014
Carter  January 1999 - April 2003
The Western Group  November 1993 - June 2000
The Westminster Group   June 1987 - November 1993
Kessler and Company   January 1986 - May 1987
Seabrook Island Company   August 1983 - December 1985
Batten, Hudson & Tarrant   January 1981 - December 1985
Holcombe & Fair   February 1974 - January 1981

Skills
Asset Managment, Real Estate, Investments, Real Estate Economics, Due Diligence, Real Estate Development, Disposition, Leases, Valuation, Portfolio Management, Real Estate Transactions, Financial Modeling, Commercial Real Estate, Property Management, Brokerage, Financial Analysis, Investor Relations, Alternative Investments, Corporate Real Estate, Strategic Planning, Asset Management, Mergers & Acquisitions, Tenant, Management, Finance, Property, Acquisitions, Investors, Private Equity, Investment Properties, Joint Ventures, Venture Capital, Entrepreneurship, Capital Markets, Negotiation, Market Analysis, Financial Structuring, Contract Negotiation, Sales, Funding, Executive Management, Financial Advisory, Mutual Funds

Education
London School of Economics and Political Science   1968 — 1970
M.Sc., Economics

University of North Carolina at Chapel Hill   1965 — 1969
AB, Economics and History

Kevin Whelan Kevin Whelan Greater Atlanta Area Details
Kevin Whelan's Wells Real Estate Funds Experience September 2001 - October 2002
Job Senior Designer
Industry Graphic Design
Experience
CAN Capital  August 2008 - Present
Freelance Illustrator  June 2000 - Present
The Hackett Group  April 2005 - August 2008
CommerceQuest  October 2002 - April 2005
Wells Real Estate Funds   September 2001 - October 2002
Answerthink, Inc.   October 1999 - September 2001
KPMG  November 1996 - September 1999
Emory University  October 1994 - November 1996

Skills
Illustrator, Illustration, Graphic Design, Web Design, Email Marketing, Graphics, Publishing, Marketing, SEO, Advertising, Direct Mail, Art Direction, Copywriting, Creative Direction, WordPress, Corporate Branding, Adobe Creative Suite, Digital Marketing, Layout, E-commerce, Web Development, Brochures, Collateral, InDesign, Posters, Flash, Dreamweaver, Branding & Identity, Logo Design, HTML, Interaction Design, User Interface Design, Publications, QuarkXPress, Typography, Concept Design, Visual Communication, Information Architecture, Information Design, Brand Development, User Experience, Creative Strategy, Adobe Acrobat, Concept Development, Flyers, User Experience Design, Interactive Advertising, Direct Marketing, Experience Design, User-centered Design

Education
Loyola University New Orleans
BS, Communications

Jesuit High School

Kelly (Heideman) Messer Kelly (Heideman) Messer Greater Los Angeles Area Details
Kelly (Heideman) Messer's Wells Real Estate Funds Experience 2003 - 2005
Job Marketing Manager
Industry Marketing and Advertising
Experience
Co-Treasurer Willow Elementary PFA   July 2014 - Present
Wells Real Estate Funds   2003 - 2005
iCrossing  2002 - 2003
The Coriolis Group  2001 - 2001
American Academy of Dermatology  1999 - 2001

Education
Southern Illinois University, Carbondale   1995 — 1998
B.A., English

Amanda McKinney Amanda McKinney Greater Atlanta Area Details
Amanda McKinney's Wells Real Estate Funds Experience January 2012 - December 2013
Job Controller at Signature Office REIT, Inc.
Industry Accounting
Experience
Signature Office REIT, Inc   January 2014 - Present
Wells Real Estate Funds   January 2012 - December 2013
Wells Real Estate Funds   June 2011 - January 2012
Wells Real Estate Funds   July 2006 - June 2011
Wells Real Estate Funds   June 2005 - July 2006
Wells Real Estate Funds   October 2004 - June 2005

Skills
Asset Management, Financial Analysis, Financial Reporting, Due Diligence, Accounting, SEC filings, Financial Modeling, Sarbanes-Oxley Act, REIT, GAAP, Variance Analysis, Valuation, CPA, Investments

Education
Mercer University - Stetson School of Business and Economics   2005 — 2008
MBA

Samford University   1999 — 2003
Bachelor of Science (B.S.), Accounting

Lakeside High School

Annette Salazar, LEED AP, RPA Annette Salazar, LEED AP, RPA Greater Minneapolis-St. Paul Area Details
Annette Salazar, LEED AP, RPA's Wells Real Estate Funds Experience 2004 - 2007
Job Director Property Management Operations
Industry Real Estate
Experience
Piedmont Office Realty Trust  September 2014 - Present
Piedmont Office Realty Trust  2007 - January 2010
Wells Real Estate Funds   2004 - 2007
Equity Office Properties  1998 - 2004

Skills
Property Management, Lease Administration, Financial Analysis, Asset Managment, Portfolio Management, Commercial Real Estate, Business Planning, Financial Reporting, Budgets, Vendor Management, Due Diligence, Strategic Planning, Construction Management, Capital Budgeting, Manage Client..., Asset Management, Corporate Real Estate

Education
University of Saint Thomas - School of Business
Master of Business Administration (MBA)

Regis University
Bachelor of Science, Psychology

Building Owners Management Institute
Real Property Administrator (RPA)

Denver Paralegal Institute
Paralegal Certificate

Minnesota Real Estate License

U.S. Green Building Council
Leadership in Energy & Environmental Design (LEED) for Existing Building Certification Accreditation

Elizabeth Spence Elizabeth Spence Greater Atlanta Area Details
Elizabeth Spence's Wells Real Estate Funds Experience July 2007 - February 2013
Job Internal Auditor
Industry Accounting
Experience
Self-Employed  March 2013 - Present
Wells Real Estate Funds   July 2007 - February 2013

Education
North Carolina State University   2000 — 2004

Alan Lovett Alan Lovett Jacksonville, Florida Area Details
Alan Lovett's Wells Real Estate Funds Experience January 2006 - January 2009
Job Vice President of Internal Audit at Advanced Disposal
Industry Financial Services
Experience
Advanced Disposal  April 2015 - Present
Northeast Florida Chapter of the Institute of Internal Auditors   June 2012 - April 2015
Interline Brands  August 2009 - April 2015
Lovett Consulting Services   February 2009 - July 2009
Wells Real Estate Funds   January 2006 - January 2009
KPMG  July 1999 - December 2005
Lockheed Martin  July 1997 - June 1999
The Walt Disney Company  April 1996 - July 1997
Arthur Andersen  August 1993 - March 1996
Ernst & Young  June 1991 - July 1993

Skills
Sarbanes-Oxley, Corporate Governance, Internal Audit, Enterprise Risk..., CISA, Governance, Business Process..., Information Technology, Leadership, Sarbanes-Oxley Act, Internal Controls, Auditing, IT Audit, Financial Reporting, Accounting, COSO, Process Improvement, Risk Management, Internal Control..., Information Security, Audit Committee, Controls Assessment, Operations Audit, Financial Risk, Finance, Risk Assessment, Strategic Leadership, Management

Education
Webster University
MBA, additional emphasis in information technology management

Spring Hill College   1987 — 1991
BS, Double Major Accounting & Finance; Minor in Communication Arts

Baker High School

Greystone Christian School

Danielle Lombardo Danielle Lombardo Greater New York City Area Details
Danielle Lombardo's Wells Real Estate Funds Experience November 2012 - March 2013
Job Property Manager at Columbia Property Trust
Industry Real Estate
Experience
Columbia Property Trust  March 2013 - Present
Wells Real Estate Funds   November 2012 - March 2013
Wells Real Estate Funds   August 2008 - November 2012
RexCorp Realty  October 2006 - August 2008
Affiliated Management   January 2004 - May 2006

Skills
Budgets, Commercial Real Estate, Contract Negotiation, Corporate Real Estate, Landlords, Lease Administration, Management, Property Management, Contract Management, Negotiation, Tenant, Real Estate, Property, Leases, Real Estate Development

Education
Rowan University   1999 — 2003
BA, Psychology

Izadur Rahman Izadur Rahman Greater Atlanta Area Details
Izadur Rahman's Wells Real Estate Funds Experience 2003 - 2004
Job Consultant at Accenture
Industry Information Technology and Services
Experience
Accenture  2007 - 2009
UPS Supply Chain Solutions  2005 - 2006
Innotrac Corp  2004 - 2005
Wells Real Estate Funds   2003 - 2004
PublixDirect   2001 - 2003
Webvan  2000 - 2001
Nova Information Systems  1998 - 2000

Skills
Process Improvement, Data Warehousing, ETL, SDLC, Vendor Management, Business Analysis, Requirements Analysis, Business Intelligence

Education
Georgia State University - J. Mack Robinson College of Business   1992 — 1994
MBA, Decision Sciences

Lori Broadwater Lori Broadwater Dallas/Fort Worth Area Details
Lori Broadwater's Wells Real Estate Funds Experience September 2000 - April 2001
Job Sales at Nordstrom
Industry Retail
Experience
Nordstrom  August 2012 - Present
Imprints Wholesale  2010 - May 2011
Fairway & Greene   January 2006 - 2010
Zero Restriction   January 2006 - 2010
EP Pro   January 2006 - 2010
Wells Real Estate Funds   September 2000 - April 2001
MidAmerica Nazarene University  June 1995 - February 2000
IBM  December 1983 - December 1993

Skills
New Business Development, Sales Management, Marketing, Online Advertising, Strategic Planning, Business Development, Event Planning, Customer Service, Social Media Marketing, Retail, Marketing Strategy, Advertising, Sales

Education
MidAmerica Nazarene University   1979 — 1983
Bachelor of Science (BS), Business Administration and Management, General

Cedar Falls High School
Office Administration

Kim Culver Kim Culver Greater Atlanta Area Details
Kim Culver's Wells Real Estate Funds Experience September 2002 - March 2012
Job Senior Property Manager at Stream Realty Partners
Industry Real Estate
Experience
Stream Realty Partners  May 2014 - Present
REIT Management & Research  April 2012 - April 2014
Wells Real Estate Funds   September 2002 - March 2012
Portman Holdings  April 1997 - September 2002

Skills
Property Management, Training, Property, New Business Development, Asset Management, Budgets, Lease Administration, Real Estate, Real Estate Development, Real Estate Economics, Disposition, Asset Managment, Corporate Real Estate, Leases, Commercial Real Estate, Tenant, Landlords, Due Diligence, Real Estate Transactions

Education
Lehigh University   1991 — 1995
Bachelor of Arts (BA), Political Science and Government

Sue Friesen Sue Friesen Greater Atlanta Area Details
Sue Friesen's Wells Real Estate Funds Experience November 2003 - March 2006
Job VP Global Marketing
Industry Marketing and Advertising
Experience
Crawford & Company  June 2009 - Present
BBDO Atlanta  March 2006 - March 2009
Wells Real Estate Funds   November 2003 - March 2006
Corporate Reports  October 2002 - October 2003
Leslie Advertising (The Bounce Agency)   August 1996 - September 2002
Henderson Advertising  January 1994 - July 1996

Skills
Creative Direction, Direct Marketing, Art Direction, Direct Mail, Entrepreneurship, Events, Fine Art, Graphic Design, Copywriting, Copy Editing, Marketing Copy, Leadership, Multimedia, New Business Development, Hiring Personnel, PowerPoint, Strategic Planning, Packaging, Pricing, Recruiting, Product Marketing, Outdoor Advertising, Annual Reports, Digital Printing, Screen Printing, Offset Printing, Wide Format Printing, Variable Data Printing, Proofreading, Marketing Automation, Email Marketing, Account Servicing, Web Printing, Trade Shows, Marketing Communications, Business Development, Corporate Branding, Brand Development, Multi-channel Marketing, B2B Marketing, Lead Generation, B2B

Education
Kansas State University   1979 — 1983
BA French/BS in Agriculture

Susan C. Walker Susan C. Walker Greater Atlanta Area Details
Susan C. Walker's Wells Real Estate Funds Experience 2003 - 2004
Job Writing and Editing Professional
Industry Writing and Editing
Experience
Writer in Residence   January 2015 - Present
Elliott Wave International (EWI)   May 2004 - December 2014
Wells Real Estate Funds   2003 - 2004
Weeks Corp.   1997 - 1999
Federal Reserve Bank of Atlanta  1991 - 1997
Gwinnett Daily News (owned by New York Times)   1988 - 1991
Washington Business Journal  1982 - 1987
Inc. Magazine  1978 - 1982

Skills
Editing, Speech Writing, Corporate Communications, Investor Relations, Marketing, Publications, Newspaper, Magazines, Internal Communications, Media Relations, Feature Articles, Newspapers, Blogging, Technical Analysis, Journalism, Publishing, Writing, Newsletters, Social Media

Education
Stanford University
BA, Classics

Nancy Padgett Nancy Padgett Greater Atlanta Area Details
Nancy Padgett's Wells Real Estate Funds Experience 2011 - Present
Job Chief People Officer at Wells Real Estate Funds, Inc.
Industry Financial Services
Experience
Wells Real Estate Funds   2011 - Present
Wells Real Estate Funds, Inc.   2000 - 2011

Education
Mercer University   1982 — 1987

Bart Youmans Bart Youmans Greater Atlanta Area Details
Bart Youmans's Wells Real Estate Funds Experience February 2004 - July 2012
Job Financial Services Representative
Industry Financial Services
Experience
E*TRADE Financial Corporation  July 2015 - Present
E*TRADE Financial Corporation  June 2014 - July 2015
Wells Real Estate Funds/Columbia Property Trust   July 2012 - June 2013
Wells Real Estate Funds   February 2004 - July 2012
Northern Trust Retirement Consulting  1999 - 2004

Skills
Real Estate, Portfolio Management, Leases, Investments, Financial Services, Asset Managment, Commercial Real Estate, Financial Analysis, Management, Alternative Investments, Lease Administration, Securities, Series 63, Valuation, Due Diligence, Sales, Financial Advisory, Disposition, Asset Management, Series 7, Mutual Funds, Wealth Management, Relationship Management, FINRA, Retirement Planning, Equities, Retirement, Leadership

Education
The University of Georgia   1994 — 1998
Bachelor of Arts (BA), History

McIntosh High School   1991 — 1994

Vicki Chin Vicki Chin Greater Atlanta Area Details
Vicki Chin's Wells Real Estate Funds Experience March 2004 - Present
Job Writer and Marketing Professional
Industry Writing and Editing
Experience
Wells Real Estate Funds   March 2004 - Present

Skills
Salesforce.com, Investments, Series 7, Alternative Investments, Series 63, Sales, Direct Marketing, Securities, Real Estate, Financial Services, Marketing

Education
Georgia State University   1990 — 1994
Master of Communication, Marketing, Public Relations

University of Michigan   1983 — 1987

Randy Fretz Randy Fretz Greater Atlanta Area Details
Randy Fretz's Wells Real Estate Funds Experience 2002 - February 2013
Job Chief of Staff at Kids II
Industry Real Estate
Experience
Kids II  2014 - Present
Wildermuth Endowment Strategy Fund   2013 - Present
Columbia Property Trust (NYSE: CXP)   2003 - December 2013
Wells Real Estate Funds   2002 - February 2013
Larson Juhl  1996 - 2001
Bausch & Lomb  1990 - 1995
Tandem International, Inc.   1986 - 1990
Unilever/Lever Brothers   1980 - 1985

Skills
Selling, Mergers & Acquisitions, Strategy, Business Strategy, Management, Leadership, Strategic Planning, Competitive Analysis, Mutual Funds, SEC filings, Alternative Investments, Business Planning, Portfolio Management, Asset Managment, Asset Management, Sales, Investments, Due Diligence, Marketing, Real Estate, Sales Management, Securities, Financial Analysis, Executive Management, Financial Modeling

Education
The University of Western Ontario   1979 — 1980
Master of Business Administration (MBA)

McMaster University   1971 — 1975
Bachelor's degree - B.A. and B.P.E.

Stacey Lanier, CPA Stacey Lanier, CPA Charlotte, North Carolina Area Details
Stacey Lanier, CPA's Wells Real Estate Funds Experience October 2006 - November 2008
Job Accounting Professional, Owner at Stacey Lanier Photography
Industry Accounting
Experience
Stacey Lanier Photography   May 2005 - Present
Independent Contractor for Accounting   January 2013 - Present
Ingersoll Rand  November 2010 - November 2012
Ingersoll Rand  July 2010 - November 2010
Ingersoll Rand  November 2008 - July 2010
Wells Real Estate Funds   October 2006 - November 2008
PricewaterhouseCoopers  September 2003 - September 2006

Skills
Financial Reporting, GAAP, SEC reporting, Accounting, US GAAP, Consolidation, Auditing, Financial Analysis, External Audit, Financial Accounting, Cash Flow, Revenue Recognition, Hyperion Enterprise, SEC filings

Education
University of Tennessee-Knoxville   2002 — 2003
Masters of Accountancy, Assurance

Haslam College of Business at the University of Tennessee   1998 — 2002
Bachelors, Accounting

Sipola Ongewe Sipola Ongewe Greater Atlanta Area Details
Sipola Ongewe's Wells Real Estate Funds Experience January 2003 - April 2006
Job VP, Process Design Consultant, Bank of America
Industry Banking
Experience
Bank of America  October 2014 - Present
Raydiant Consulting Inc.   October 2013 - Present
ProActive Managament Consulting, LLC   January 2011 - January 2013
ProActive Management Consulting  December 2008 - January 2013
Sipola Skincare, LLC   January 2007 - February 2010
Imageplus and Rejuva MediSpa   September 2006 - May 2007
Wells Real Estate Funds   January 2003 - April 2006
Invesco Ltd.  January 2001 - December 2002

Skills
Business Process..., Project Management, Leadership, Start-ups, Business Analysis, Six Sigma, Program Management, Strategic Planning, Business Strategy, Data Mining, Minitab, SAS, Business Intelligence, Lean Tools, Microsoft Excel, Visio, Data Analysis, SQL, Process Improvement, Operations Management, New Business Development, Quality Assurance, Continuous Improvement, Consulting

Education
Georgia State University   2013 — 2014
Lean Six Sigma Black Belt

Georgia State University - J. Mack Robinson College of Business   2008 — 2011
MBA, Business Analysis and Operations Management

Luther College   1995 — 1999
B.A., Economics and Chemistry

Saint Mary's School Nairobi, Kenya   1992 — 1993
International Baccalaureate Diploma

Loreto Convent Msongari
Primary and Secondary School

Chad Whatley Chad Whatley Greater Atlanta Area Details
Chad Whatley's Wells Real Estate Funds Experience January 2002 - November 2006
Job Eastern US Divisional Head Of Sales at United Realty Advisors LP
Industry Financial Services
Experience
United Realty Advisors LP  January 2014 - Present
AEI Fund Management, Inc  February 2013 - January 2014
AEI Fund Management, Inc  February 2011 - February 2013
The Botsford Group  September 2009 - May 2011
First American Funds  November 2006 - May 2009
Wells Real Estate Funds   January 2002 - November 2006
CHARLES SCHWAB AND COMPANY, IN   2000 - 2001
AMERICAN EXPRESS FINANCIAL ADVISORS  1999 - 2000

Skills
Mutual Funds, Portfolio Management, Strategy, Business Development, New Business Development, Series 7, Entrepreneurship, Alternative Investments, Strategic Financial..., Asset Allocation, Financial Analysis, Due Diligence, Investments, Marketing Strategy, Real Estate Economics, Estate Planning, Executive Management, Investment Properties, Valuation, FINRA, Retirement, Relationship Management, Sales Operations, Retirement Planning, Training, Marketing, Real Estate, Sales Management, Leadership, Financial Services, Selling, Asset Management, CRM, Finance, Equities, Securities

Education
Georgia State University - J. Mack Robinson College of Business   1997 — 1999
BBA, Marketing/Marketing Management, General

Jevon Strasser Jevon Strasser Greater Atlanta Area Details
Jevon Strasser's Wells Real Estate Funds Experience December 2002 - October 2004
Job Contractor
Industry Accounting
Experience
Oxford Industries  October 2004 - Present
Wells Real Estate Funds   December 2002 - October 2004
Ernst & Young  October 1996 - November 2002

Skills
Financial Analysis, Forecasting, Sarbanes-Oxley Act, General Ledger, Accounting, Financial Reporting, Budgets, Financial Modeling, GAAP, Auditing

Education
Haslam College of Business at the University of Tennessee   1991 — 1996

University of Tennessee-Knoxville   1991 — 1996
Accounting/Business

Brad Leno Brad Leno Greater Atlanta Area Details
Brad Leno's Wells Real Estate Funds Experience September 2001 - January 2013
Job Corporate Financial Services at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank  March 2014 - Present
Wells Real Estate Funds   September 2001 - January 2013
Wells Real Estate Funds   May 2003 - November 2011
Wells Real Estate Funds   September 2001 - May 2003
Verso Technologies  August 2000 - September 2001
Bank of America  September 1996 - August 2000
KeyBank  May 1992 - September 1996

Skills
Securities, Alternative Investments, Financial Modeling, Valuation, Mutual Funds, Series 24, Asset Managment, Vendor Management, Financial Analysis, Series 63, Financial Services, Series 7, Portfolio Management, Investments, Due Diligence, Real Estate, Underwriting, FINRA, Strategic Financial..., Equities, Leadership, Relationship Management, Finance, Accounting, Asset Management, Auditing

Education
Georgia State University   2014 — 2016
Bachelor of Business Administration (B.B.A.), Economics

Hudson Valley Community College   1992 — 1995
Associate's degree, Financial services

Allison Dunivant Allison Dunivant Greater Atlanta Area Details
Allison Dunivant's Wells Real Estate Funds Experience May 2009 - May 2011
Job Guest Group Communications Coordinator at SharpTop Cove
Industry Hospitality
Experience
SharpTop Cove  May 2011 - Present
Wells Real Estate Funds   May 2009 - May 2011
Wells Real Estate Funds   October 2007 - May 2009
Young Life  2006 - 2007

Skills
Social Media Marketing, Marketing, Leadership, Social Media, Marketing Communications, Marketing Strategy, Product Marketing, Event Management, Event Planning, Microsoft Office

Education
The University of Georgia   2002 — 2006
ABJ, Advertising

Randy A. Simmons Randy A. Simmons Greater Atlanta Area Details
Randy A. Simmons's Wells Real Estate Funds Experience 2013 - Present
Job Chairman, CEO, President at Wells Investment Securities, Inc.
Industry Executive Office
Experience
Wells Investment Securities, Inc.   2013 - Present
Wells Real Estate Funds   2013 - Present
Wells Real Estate Funds   July 2012 - March 2013
Wells Real Estate Funds   January 2012 - July 2012
Wells Real Estate Funds   March 2008 - December 2011
Haggai Institute  January 2004 - January 2008
Haggai Institute  January 1997 - December 2004
Haggai Insitute   July 1989 - December 1996
Churny Cheese   October 1987 - June 1989
Kraft, Inc.   January 1985 - October 1987

Skills
Training, Mergers & Acquisitions, Forecasting, Leadership, Series 63, Strategic Planning, Business Development, Financial Services, Management, Series 7, Portfolio Management, Asset Management, Due Diligence, Selling, Investments, Valuation, Alternative Investments, Financial Analysis, Team Building, Analysis, Executive Management, Finance

Education
Southern Illinois University, Edwardsville   1975 — 1976
MBA, Business, 4.9 / 5.0

Southern Illinois University, Edwardsville   1970 — 1974
Bachelor of Science, Business Administration

Glenn Schaul Glenn Schaul Greater New York City Area Details
Glenn Schaul's Wells Real Estate Funds Experience March 2004 - March 2006
Job Relationship Manager at Albridge, an Affiliate of Pershing
Industry Financial Services
Experience
Albridge, an Affiliate of Pershing  November 2011 - Present
Chase Investment Services  April 2010 - November 2011
Raymond James Financial  November 2006 - June 2009
Wells Real Estate Funds   March 2004 - March 2006
Schwab Institutional  October 1998 - March 2004
Charles Schwab  1995 - 1998

Skills
Business Development, Sales, Investments, Management, Financial Services, Finance, Portfolio Management, Sales Operations, Mutual Funds, Wealth Management, Series 63, Series 7, Securities, Investment Advisory, Relationship Management, Alternative Investments, Asset Management, Asset Allocation, FINRA, Financial Advisory, Fixed Income, Equities, Series 24, Retirement Planning, Investment Management

Education
Syracuse University - Martin J. Whitman School of Management   1983 — 1987
BS, Finance

Dan Cupertino, CFP® Dan Cupertino, CFP® Greater Atlanta Area Details
Dan Cupertino, CFP®'s Wells Real Estate Funds Experience June 2012 - June 2013
Job National Sales Director at Frontier Asset Management
Industry Financial Services
Experience
Frontier Asset Management  March 2015 - Present
Frontier Asset Management  July 2013 - Present
Wells Real Estate Funds   June 2012 - June 2013
Wells Real Estate Funds   April 2010 - June 2012
Wells Real Estate Funds   April 2007 - April 2010
Hewitt Associates  2005 - 2007
Northern Trust  June 1998 - 2005

Education
The University of Georgia   1994 — 1998
BBA, Management

Tina Renee McCall, CCIM Tina Renee McCall, CCIM Greater Atlanta Area Details
Tina Renee McCall, CCIM's Wells Real Estate Funds Experience August 2004 - March 2013
Job Senior Vice PresidentAsset Management East Region at Rosemont Realty
Industry Real Estate
Experience
Rosemont Realty  April 2014 - Present
Columbia Property Trust  March 2013 - April 2014
Wells Real Estate Funds   August 2004 - March 2013
CapMark Services   2001 - 2004
McColgan and Company   1998 - 2001

Skills
Real Estate Economics, Asset Managment, Disposition, Due Diligence, Leases, Commercial Real Estate, Valuation, Acquisitions, Investments, Real Estate, Real Estate Development, Contract Negotiation, Lease Administration, Property Management, Brokerage, Commercial Mortgages, Portfolio Management, Financial Analysis, Underwriting, Lease Negotiations, Tenant, Investment Properties, Asset Management, Dispositions

Education
The University of Georgia   1994 — 1998
BAS, Environmental Economics and Management

Georgia State University   2001 — 2004
MBA, Finance

Christina Duarte Christina Duarte Greater Atlanta Area Details
Christina Duarte's Wells Real Estate Funds Experience February 2007 - April 2007
Job Controller at Goddard Investement Group
Industry Commercial Real Estate
Experience
Goddard Investment Group  April 2015 - Present
Jamestown  January 2015 - April 2015
Columbia Property Trust  April 2011 - December 2014
Piedmont Office Realty Trust  April 2007 - November 2010
Wells Real Estate Funds   February 2007 - April 2007
Wyndham Property Management   November 2006 - February 2007
NOVEC  May 2006 - October 2006
Quadrangle Development Corporation  June 2001 - May 2006
Aether Systems  August 1999 - June 2001

Skills
Accounts Payable, Account Reconciliation, Accounting, General Ledger, Finance, Accounts Receivable, Real Estate, MRI Software, Budgeting, Reconciliation, Forecasting, Reconciliations, Excel, Accruals, Cash Flow, Compliance, Cash Management, Problem Solving, Journal Entries, Billing, Outlook, Microsoft Office, Word, Auditing, Bank Reconciliation, Budgets, Yardi, Nexus, AvidXchange

Education
Southern New Hampshire University   2014 — 2016
Bachelor’s Degree, Business Studies in Business Administration, 4.0

Penn Commercial Business College   1997 — 1999
Associates, Business/Accounting, 3.9

Waynesburg University   1996 — 1997

Washington Irving/Robert C. Byrd HS   1994 — 1996
High School

Beverly Murphy Beverly Murphy Greater Atlanta Area Details
Beverly Murphy's Wells Real Estate Funds Experience May 2003 - July 2012
Job Sr. Executive Assistant
Industry Real Estate
Experience
Wells Real Estate Funds   May 2003 - July 2012
Wells Real Estate Funds   May 2003 - July 2012
Ronald Blue & Co.   1994 - 2002
Walk Thru the Bible  1982 - 1994

Education
Pikeville College   1964 — 1968
BS, Business, English

Ben Thorne Ben Thorne Greater Atlanta Area Details
Ben Thorne's Wells Real Estate Funds Experience August 2007 - November 2008
Job Campus Security Officer at The Lovett School
Industry Financial Services
Experience
The Lovett School  November 2012 - Present
Merrill Lynch  June 2010 - October 2012
TriMac Inc   March 2009 - April 2011
Wells Real Estate Funds   August 2007 - November 2008
Community Commercial Services   October 2004 - July 2006
INVESCO  March 2000 - October 2004
Franklin Templeton Investments  January 1997 - February 1998

Skills
Alternative Investments, Portfolio Management, Securities, Asset Managment, Investments, Strategic Financial..., Series 7, Mutual Funds, Financial Analysis, Series 63, Sales, Risk Management, Insurance, Marketing, 401k

Education
Indiana University - Kelley School of Business   1993 — 1997
BS, Marketing

Indiana University Bloomington   1993 — 1997
BS, Business

Don Henry, CFA Don Henry, CFA Greater Atlanta Area Details
Don Henry, CFA's Wells Real Estate Funds Experience July 2002 - August 2012
Job Chief Operating Officer/Chief Investment Officer, Rosemont Realty
Industry Real Estate
Experience
Rosemont Realty  2013 - Present
Wells Real Estate Funds   July 2002 - August 2012
Lend Lease Real Estate Investments, Inc.   September 1993 - June 2002
Deloitte & Touche  June 1983 - August 1993

Skills
Corporate Real Estate, Property Management, Lease Administration, Leases, Asset Managment, Disposition, Real Estate, Real Estate Economics, Real Estate Transactions, Investment Properties, Commercial Real Estate, Real Estate Development, Investments, Asset Management, Alternative Investments, Finance, Financial Modeling, Underwriting, Valuation, Portfolio Management, Financial Analysis, Lease Negotiations, Credit Analysis, Budgets, Negotiation, Due Diligence, Landlords, Acquisitions, Property, Brokerage, Tenant, Shopping Centers, Appraisals

Education
Oglethorpe University   1979 — 1983
Bachelor of Arts (B.A.), Psychology, Magna cum Laude

Scott H. Blackman Scott H. Blackman Greater Denver Area Details
Scott H. Blackman's Wells Real Estate Funds Experience 2003 - 2012
Job Regional Director at GWG Holdings, Inc.
Industry Financial Services
Experience
GWG Holdings, Inc.   November 2012 - Present
Wells Real Estate Funds   2003 - 2012
Argosy Cruises  1996 - 2003
Stearns & Foster, Inc.   1994 - 1996
Weber Management Consultants, Inc   1991 - 1994
The Pepsi Cola Company  1986 - 1991

Skills
Communication Skills, Creativity/Innovativenes..., Decisiveness, Drive/Energy, Functional..., Independence/Tenacity, Interpersonal skills, Judgement, Leadership/Impact, People Management skills, Personal Adaptability, Planning/Organizing..., Problem..., Results/Goal-Oriented, Street Smarts/Business..., Stress Tolerance, Team Player, Skilled Relationship..., Process Improvement, Business Development, Forecasting and..., Strategic Partnerships, Marketing campaigns, Brand Management, Cost controls, Private Equity, Presentations and..., Strategic business..., FINRA Series 7, FINRA Series 63, Investments, Portfolio Management, Due Diligence, Asset Managment, Alternative Investments, Capital Markets, Securities, REIT, Commercial pilot, Rapport builder, Revenue Enhancement, P&L Responsibility, Influence Others, Strategic Negotiations, Group presentations, New Business Development, Management, Series 7, Asset Management, Strategic Planning

Education
The University of Georgia
Bachelor of Arts, Business Administration

Ben Huston, CFP® Ben Huston, CFP® Greater Atlanta Area Details
Ben Huston, CFP®'s Wells Real Estate Funds Experience November 2009 - March 2011
Job Financial Consultant, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  2011 - Present
Wells Real Estate Funds   November 2009 - March 2011
Morgan Keegan  April 2007 - May 2009
National Park Service  May 2005 - April 2007

Education
Georgia State University - J. Mack Robinson College of Business   2010 — 2012
MBA, Personal Financial Planning

The University of Georgia   2001 — 2006
BS, Ecology

Jennifer Wansley Benyard Jennifer Wansley Benyard Greater Atlanta Area Details
Jennifer Wansley Benyard's Wells Real Estate Funds Experience April 2011 - July 2012
Job Vice President, Marketing Manager at SunTrust Bank
Industry Marketing and Advertising
Experience
SunTrust Bank  June 2013 - Present
Saint Joseph's Health System  May 2009 - Present
The Coker Group  October 2012 - February 2013
Wells Real Estate Funds   April 2011 - July 2012
Apple Inc.  June 2010 - November 2010
Saint Joseph's Hospital of Atlanta  January 2007 - April 2009
Network Communications, Inc.   August 2002 - January 2007
Aquent Marketing Staffing  May 2001 - August 2002
Eagle Research ( A Cox Communication company)   May 2001 - January 2002
The Youth Art Connection   August 1999 - March 2000

Skills
Leadership, Social Media Marketing, Advertising, Marketing Strategy, Marketing Communications, Web Design, Social Media, Email Marketing, Graphic Design, Web Analytics, Public Relations, Online Advertising, Creative Direction, Copy Writing, Ad copy writing, Copywriting, Nonprofits, Marketing

Education
Georgia State University   2005 — 2005
Post Baccalaureate, Business

Georgia State University   1998 — 2001
BFA, Marketing and Graphic Design

Cliff Russell Cliff Russell Atlanta, Georgia Details
Cliff Russell's Wells Real Estate Funds Experience 2003 - 2012
Job Principal/Compensation Consultant/Real Estate Broker at Russell Southeast LLC
Industry Human Resources
Experience
Russell Southeast   2012 - Present
Russell Southeast   2012 - Present
Wells Real Estate Funds   2003 - 2012
PricewaterhouseCoopers Limited  1999 - 2002
Equifax  1994 - 1999

Skills
Real Estate, Auctions, Online Auctions, Property Auctions, Brokerage, Sales, Sellers, Residential Properties, Land, Timberland, Industrial Properties, Retail Properties, Commercial Real Estate, Commercial Properties, Investment Properties, Foreclosures, Real Estate Transactions, Human Resources, Executive Compensation, Market Pricing, Job Evaluation, Compensation Structures, FLSA, Non-Qualified Deferred..., Incentive Programs, Bonus, Sales Compensation, Performance Management, Leadership, HRIS, Certified Compensation..., Global Remuneration..., Disposition, Deferred Compensation, Executive Pay, Real Estate Economics, Corporate Real Estate, Lease Negotiations

Education
The University of Georgia
Bachelor of Business Administration (B.B.A.)

Keller Graduate School of Management
Master of Business Administration (M.B.A.)

Darlington School

Olaf Gilbertson, CPA Olaf Gilbertson, CPA Greater Minneapolis-St. Paul Area Details
Olaf Gilbertson, CPA's Wells Real Estate Funds Experience November 2004 - April 2007
Job Controller at Coulee Bank
Industry Commercial Real Estate
Experience
Coulee Bank  August 2015 - Present
Coulee Bancshares, Inc   January 2005 - Present
Coulee Bank  January 2005 - Present
Piedmont Office Realty Trust  February 2011 - July 2015
Piedmont Office Realty Trust  April 2007 - February 2011
Wells Real Estate Funds   November 2004 - April 2007
CB RICHARD ELLIS, INC  September 2001 - November 2004
MEUWISSEN, FLYGARE, KADRLIK & ASSOCIATES, PA,   January 2002 - April 2002
CITIES MANAGEMENT, INC  November 2000 - August 2001
ADVANTAGE TAX, INC   July 2000 - November 2000

Skills
Property Management, Financial Reporting, Accounting, Budgets, Cash Flow, Account Reconciliation, Financial Statements, Variance Analysis, Commercial Real Estate, GAAP, Tax, Analysis, Leases, Forecasting, Tenant, Financial Analysis, Finance, Management, Real Estate, Strategic Planning, Budgeting

Education
University of Colorado Boulder   1997 — 1999
BS Business Administration, Accounting

Normandale Community College   1991 — 1994
AA Liberal Education, General

Kennedy High School

Ambrose Aston Ambrose Aston United States Details
Ambrose Aston's Wells Real Estate Funds Experience 2000 - 2007
Job VP at Griffin Capital Securities
Industry Real Estate
Experience
Griffin Capital Securities  January 2012 - Present
Hartman Income Re-it   October 2008 - October 2010
Roswell Capital Partners   2007 - 2008
Wells Real Estate Funds   2000 - 2007

Skills
Real Estate, Property Management, Real Estate Economics, Equities, Asset Managment, Alternative Investments, Investments, Series 63, Portfolio Management, Financial Analysis, Leases, Investment Properties, Series 7

Education
Syracuse University

Randy Garbs Randy Garbs Houston, Texas Area Details
Randy Garbs's Wells Real Estate Funds Experience August 1999 - June 2012
Job SelfEmployed . . and loving it! at Universal Divine Design
Industry Real Estate
Experience
Universal Divine Design   October 2013 - Present
McAlister Investments   July 2012 - May 2013
Wells Real Estate Funds   August 1999 - June 2012
AmREIT  1991 - 1999

Skills
Series 63, Series 7, Alternative Investments, REIT, Investments, Private Placements, Real Estate, Salesforce.com, Investor Relations, Investment Strategies, Investment Advisory, Asset Allocation

Education
HBU   1978 — 1980
Master of Business Administration (MBA)

Houston Baptist University   1972 — 1976
Bachelor of Science (BS), Chemistry / Biology

Pamela Marler Pamela Marler Greater Atlanta Area Details
Pamela Marler's Wells Real Estate Funds Experience March 2003 - July 2012
Job Registered FINRA Representive
Industry Financial Services
Experience
SunTrust Robinson Humphrey  April 2014 - Present
Raymond James Financial Inc.  August 2013 - December 2013
International Assets Advisory  January 2013 - July 2013
Wells Real Estate Funds   March 2003 - July 2012
Lesense Capital Management   October 2000 - January 2003
Morgan Keegan  March 1993 - January 2000
SunTrust Bank  March 1992 - March 1993
First American Bank  November 1988 - March 1992
Bank South  November 1984 - October 1988

Skills
Asset Managment, Portfolio Management, Financial Analysis, Securities, Equities

Education
Kennesaw State University   1976 — 1982
Bachelor of Science (B.S.), Business Administration and Management, General

American Banking Association   1985 — 1988
AIB General Banking Degree, General Banking

Brad Pittman Brad Pittman Greater Atlanta Area Details
Brad Pittman's Wells Real Estate Funds Experience 2005 - 2007
Job Vice President at Piedmont Office Realty Trust
Industry Commercial Real Estate
Experience
Piedmont Office Realty Trust  2015 - Present
Piedmont Office Realty Trust  2010 - 2015
Piedmont Office Realty Trust  2007 - 2010
Wells Real Estate Funds   2005 - 2007
Wells Real Estate Funds   2004 - 2005
KPMG US  2001 - 2003

Skills
Commercial Real Estate, Landlord, Leases, Tenant, Real Estate Development, Disposition, Asset Managment, Real Estate, Real Estate Economics, Due Diligence, CPA, Underwriting, Microsoft Excel, ARGUS DCF, Real Estate Acquisitions

Education
The University of Georgia   2000 — 2001
Master's degree, Accounting

The University of Georgia   1996 — 2000
Bachelor of Business Administration (BBA), Accounting and Management Information Systems

Earnestine Cusack, PHR Earnestine Cusack, PHR Greater Atlanta Area Details
Earnestine Cusack, PHR's Wells Real Estate Funds Experience April 2003 - November 2012
Job Human Resources Benefits Specialist
Industry Human Resources
Experience
Free Agent - Seeking Human Resources Opportunity   December 2012 - Present
Wells Real Estate Funds   April 2003 - November 2012
BellSouth Telecommunications  December 1999 - October 2002

Skills
Microsoft Office, Employee Relations, 401k, Payroll, Vendor Management, Employee Engagement, Talent Acquisition, HRIS, Human Resources, Benefits Administration, Deferred Compensation, Management, FMLA, Budgets, Employee Training, Onboarding, Insurance, Policy, Process Improvement, New Hire Orientations, Employee Benefits

Education
Medaille College   1980 — 1985
Business Management, Business

Darik Afshani Darik Afshani Greater Atlanta Area Details
Darik Afshani's Wells Real Estate Funds Experience March 2008 - February 2013
Job Vice President Asset Management at Columbia Property Trust
Industry Financial Services
Experience
Columbia Property Trust  March 2013 - Present
Wells Real Estate Funds   March 2008 - February 2013
Merrill Lynch  2006 - 2008
JP Morgan Chase  2001 - 2006
CapMark  1999 - 2001

Skills
Asset Management, Investments, Portfolio Management, Valuation, Real Estate Economics, Due Diligence, Financial Modeling, Financial Analysis, Real Estate, Disposition, Underwriting, Alternative Investments, Commercial Real Estate, Capital Markets, Credit Analysis, CMBS, Asset Managment

Education
Georgia State University - J. Mack Robinson College of Business   2000 — 2002
Master of Business Administration (MBA), Finance, General

Wake Forest University   1990 — 1994
B.S., Business

Christopher Skelly, CPM Christopher Skelly, CPM Washington D.C. Metro Area Details
Christopher Skelly, CPM's Wells Real Estate Funds Experience February 2008 - February 2012
Job Property Manager at Liberty Property Trust
Industry Real Estate
Experience
Liberty Property Trust  January 2015 - Present
Liberty Property Trust  February 2012 - December 2014
Wells Real Estate Funds   February 2008 - February 2012

Skills
Lease Administration, Leases, Property Management, Landlords, Property, Commercial Real Estate, Tenant, Real Estate Development, Corporate Real Estate, Real Estate Economics, Real Estate, Brokerage, Lease Negotiations, Disposition, Real Estate Transactions, Budgets, Contract Negotiation

Education
Gettysburg College   2003 — 2007
BA, Management

Nanette Cook Nanette Cook Woodstock, Georgia Details
Nanette Cook's Wells Real Estate Funds Experience September 2003 - Present
Job Portfolio Controller at Columbia Property Trust
Industry Financial Services
Experience
Wells Real Estate Funds   September 2003 - Present
Wells Real Estate Funds   December 2002 - September 2003
Place Properties  January 2000 - March 2002
IRT Properties   April 1995 - September 1997
IRT Properties   September 1992 - April 1997
SOFRAN GROUP   September 1987 - September 1992
Post Properties  September 1985 - September 1987
Glenridge Properties   September 1984 - September 1986

Skills
Accounting, Financial Reporting, Account Reconciliation, Finance, Auditing, Accounts Payable, Financial Statements, Investments, Portfolio Management, Insurance, Financial Analysis, Sales, GAAP, General Ledger, Sarbanes-Oxley Act, Financial Accounting, SEC filings, Financial Modeling, Variance Analysis, Due Diligence, Tax

Education
Georgia State University   1977 — 1983
Bachlors, Accounting

The University of Georgia   1976 — 1977

Shuyun Tseng Shuyun Tseng Greater Atlanta Area Details
Shuyun Tseng's Wells Real Estate Funds Experience August 1999 - October 2004
Job FullCharge Accountant at SDT, Inc.
Industry Computer Hardware
Experience
SDT, Inc.   October 2004 - Present
Wells Real Estate Funds   August 1999 - October 2004
Liuski International, Inc.   May 1995 - May 1999

Skills
Accounting, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Budgets, Internal Audit, Leadership, Microsoft Excel

Education
Northern Illinois University   1994 — 1995
Master's degree, Accounting

Northern Illinois University   1992 — 1993
Bachelor's degree, Accounting

Michael Carlyle Michael Carlyle Dahlonega, Georgia Details
Michael Carlyle's Wells Real Estate Funds Experience July 2006 - April 2013
Job Property and Tag Specialist at Lumpkin County Government
Industry Financial Services
Experience
Lumpkin County Government   January 2014 - Present
Wells Real Estate Funds   July 2006 - April 2013
GE Consumer Finance  October 2005 - July 2006
Raymond James Financial Inc.  May 1998 - May 2005

Skills
Accounting Applications, Payroll, Payroll Taxes, ADP Payroll, Accounts Payable, Accounts Receivable, Account Reconciliation, General Ledger, Computer Hardware, Supervising, Microsoft Office, Microsoft Excel, Microsoft Word, HRIS, Bookkeeping, Data Entry, Business Analysis, Financial Analysis, General Insurance, Hands-on Training, Newsletter Production

Education
Savings and Loan Institute of America   1974 — 1977
General Banking Degree, Banking, Corporate, Finance, and Securities Law

St. Petersburg College   1971 — 1972
Attended, Accounting, Tax, Finance and General Education

Cheryl Redmond Cheryl Redmond Woodstock, Georgia Details
Cheryl Redmond's Wells Real Estate Funds Experience April 1998 - Present
Job Vice President Administrative Services at Wells Real Estate Funds
Industry Financial Services
Experience
Wells Real Estate Funds   April 1998 - Present
Wells Real Estate Funds   1998 - 2012
Keogler Morgan and Company   May 1993 - July 1997

Skills
Customer Service, Corporate Real Estate, Vendor Management, Marketing, Financial Analysis, Due Diligence, Budgets, Leadership, Real Estate

Education
Salisbury University   1985 — 1989
Bachelor's degree, Marketing

Faye Miller Faye Miller Acworth, Georgia Details
Faye Miller's Wells Real Estate Funds Experience August 2003 - December 2012
Job at The Strategic Financial Alliance
Industry Financial Services
Experience
The Strategic Financial Alliance  January 2013 - Present
Wells Real Estate Funds   August 2003 - December 2012
Wells Real Estate Funds   August 2003 - December 2003
Investors Financial Group (IFG)   May 1997 - April 2003
Investors Financial Group  May 1997 - April 2003
Keogler Morgan & Company   February 1995 - April 1997
Citizens Trust Bank  May 1985 - November 1994
FDIC  July 1984 - May 1985
Century National Bank  March 1980 - July 1984
North Carolina A & T State University  June 1976 - December 1979

Skills
Financial Operations, Financial Accounting, Operations Management, Successful track record, Team Leadership, Result Oriented, Investor Relations

Education
North Carolina Agricultural and Technical State University   1972 — 1976
Bachelor of Science (BS), Business Administration, Management and Operations

NORTH CAROLINA A & T STATE UNIVERSITY
Bachelor of Business Administration

Alex Valente Alex Valente Greater Chicago Area Details
Alex Valente's Wells Real Estate Funds Experience 2006 - April 2007
Job Vice President Midwest Region at Piedmont Office Realty Trust
Industry Commercial Real Estate
Experience
Piedmont Office Realty Trust  September 2014 - Present
Piedmont Office Realty Trust  April 2012 - September 2014
Piedmont Office Realty Trust  January 2010 - March 2012
Piedmont Office Realty Trust  January 2009 - December 2009
Piedmont Office Realty Trust  May 2007 - December 2008
Wells Real Estate Funds   2006 - April 2007

Skills
Leases, Commercial Real Estate, Asset Management, Investment Properties, Real Estate Economics, Due Diligence, Corporate Real Estate, Disposition, Property, Retail, Acquisitions, Real Estate Transactions, Financial Modeling, Financial Analysis, Lease Negotiations, Argus Modeling, Landlords, Real Estate Financing, Negotiation, Microsoft Excel, Real Estate, Contract Negotiation, Dispositions

Education
The University of Georgia
Bachelor of Business Administration (BBA), Finance & Real Estate

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