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
Christy (Kirkland) Hockmeyer Christy (Kirkland) Hockmeyer Greater Atlanta Area Details
Christy (Kirkland) Hockmeyer's Wells Real Estate Funds Experience 2001 - 2003
Job Director of National Sales at FNTG
Industry Real Estate
Experience
Fidelity National Title Group (FNTG)- Chicago Title, Fidelity Title, Commonwealth Title   2003 - Present
Wells Real Estate Funds   2001 - 2003
Lane Company  January 2001 - December 2001

Skills
Retail, Timber, Portfolio Management, Commercial Real Estate, Real Estate, Asset Managment, Office, Industrial, Multi-family Investments, Acquisitions, Asset Management, Disposition, Joint Ventures, Leases, Real Estate Development, Real Estate Transactions, Real Estate Economics, Dispositions

Education
University of Georgia - Terry College of Business
BBA, Finance, Real Estate

Scott Sloan Scott Sloan Colorado Springs, Colorado Area Details
Scott Sloan's Wells Real Estate Funds Experience June 2003 - May 2012
Job Data Integration Developer at IntelliCog
Industry Information Technology and Services
Experience
IntelliCog  June 2013 - Present
Lift361  December 2012 - May 2013
Wells Real Estate Funds   June 2003 - May 2012
The Center for Cognitive Rehabilitation   June 2002 - June 2003
ChoicePoint  January 2000 - June 2002
Northern Trust Retirement Consulting  December 1996 - May 1999

Skills
Perl, Awk, Sed, Visual Basic, ANSI C, Java, C++, VB.NET, ANSI SQL, PL/SQL, T-SQL, Unix, Linux, Agile Methodologies, ETL, XML, OLAP, OLTP, Visual Studio, Informatica, Datastage, SSIS, SSAS 2008, SQL Server Management..., Data Modeling, Erwin, ER/Studio, Data Analysis, Data Warehousing, Business Intelligence, ODS, Oracle 9i, Microsoft SQL Server, Problem Solving, Root Cause Analysis, OSI Model, TCP/IP, Database Design, Oracle

Education
University of Georgia - Terry College of Business   1992 — 1996
BBA, Economics

MITx   2012 — 2013
Certification 6.00x, Computer Science and Electrical Engineering

Terri Barrett-Viteri, RPA Terri Barrett-Viteri, RPA Greater Atlanta Area Details
Terri Barrett-Viteri, RPA's Wells Real Estate Funds Experience January 2009 - May 2012
Job Real Estate Manager at CBRE
Industry Commercial Real Estate
Experience
CBRE  April 2015 - Present
Transwestern  November 2013 - October 2014
Realty Trust Group LLC  September 2012 - November 2013
Wells Real Estate Funds   January 2009 - May 2012
Wells Real Estate Funds   June 2005 - January 2009
Health America Realty Group   June 2004 - March 2005
GVA Advantis  February 2004 - May 2004
Parmenter Realty Partners  December 2000 - February 2004
Spectrum Cauble Management   August 1999 - December 2000
RB Management Services   September 1998 - May 1999

Skills
Budgets, Lease Administration, Construction Management, Contract Management, Commercial Real Estate, Accounts Payable, Corporate Real Estate, Landlord, Shopping Centers, Due Diligence, Property, Landlords, Management, Contract Negotiation, Construction, Tenant Retention, Investment Properties, Property Management

Education
North Georgia College and State University   1983 — 1987
BBA, Double Major - Marketing & Management

George Walton Comprehensive High School   1979 — 1983
Graduate

Barney Fletcher
Licensed Georgia Real Estate Salesperson, Real Estate

Building Owners and Managers Institute
HP designation candidate, Three course program on effectively managing high-performance sustainable buildings.

Building Owners and Managers Institute (BOMI)
RPA designation

Chad Bishop Chad Bishop Greater San Diego Area Details
Chad Bishop's Wells Real Estate Funds Experience June 2003 - June 2004
Job Employment Branding, Creative Strategy, & Execution
Industry Marketing and Advertising
Experience
The Home Depot  March 2007 - Present
Light Bridge - Employment Branding Agency   March 2007 - Present
Air Taxi Association   February 2007 - July 2008
The Home Depot  July 2004 - March 2007
Wells Real Estate Funds   June 2003 - June 2004
Reece & Associates - Public Affairs Law Firm   June 2002 - June 2004

Skills
Creative Direction, Interaction Design, Marketing, Advertising, Photography, User Interface Design, Web Design, Marketing Communications, Logo Design, Brand Development, Leadership, Video, Corporate Communications, Online Advertising, Corporate Branding, Corporate Identity, Direct Marketing, Direct Mail, E-commerce, Graphics, Brand Management, Creative Strategy, Management, User Experience, Social Media, Social Media Marketing, Integrated Marketing, Strategic Planning, Adobe Creative Suite, Illustrator

Education
University of Central Florida   1999 — 2001
Bachelor's degree

University of Central Florida   1996 — 2000
B.S.

Vicki Maxwell-Bustillos, CIA, CISA Vicki Maxwell-Bustillos, CIA, CISA Greater Atlanta Area Details
Vicki Maxwell-Bustillos, CIA, CISA's Wells Real Estate Funds Experience July 2010 - January 2013
Job Internal Audit Director at Internap
Industry Information Technology and Services
Experience
Internap  March 2015 - Present
ISACA Atlanta   January 2013 - Present
InComm  May 2013 - February 2015
Wells Real Estate Funds   July 2010 - January 2013
ISACA Atlanta Chapter   October 2007 - December 2011
COUSINS PROPERTIES, INCORPORATED  March 2006 - November 2009
RHODES, INC.   July 2005 - February 2006
RHODES, INC.   September 2000 - June 2005
RHODES, INC.   September 1999 - September 2000
HAVERTYS FURNITURE  February 1998 - August 1999

Skills
Sarbanes-Oxley, Internal Audit, Sarbanes-Oxley Act, CISA, IT Audit, Auditing, Risk Management, Governance, Account Reconciliation, Internal Controls, Risk Assessment, Process Improvement, Financial Reporting, Financial Statements, General Ledger, Enterprise Risk..., Financial Risk, Finance, Accounting, Budgets, Analysis, Financial Accounting, Management, Financial Audits, Cash Management, GAAP, Financial Analysis, Due Diligence, US GAAP, Managerial Finance, Access

Education
Strayer University   2008 — 2008
Executive Graduate Certificate, Accounting

University of South Carolina - The Moore School of Business
MBA, International Business

University of South Carolina-Columbia   1986 — 1989
BS, cum laude, Business Administration

Heath Tippens Heath Tippens Greater Atlanta Area Details
Heath Tippens's Wells Real Estate Funds Experience November 2007 - September 2009
Job Project Manager at the Cherokee Office of Economic Development
Industry Real Estate
Experience
Cherokee Office of Economic Development   September 2009 - Present
Wells Real Estate Funds   November 2007 - September 2009

Skills
Marketing, Economic Development, Public Relations, Project Management, Economics, Investments, Property Management, Public Speaking, Real Estate, Strategic Planning, Social Media, Commercial Real Estate, Event Planning, Business Development, Community Outreach, Contract Negotiation, Community Development, Government, Nonprofits, Small Business, Leadership, Location Intelligence, Public/private..., Fundraising, Analysis, Proposal Writing, Zoning

Education
The University of Georgia
BSFCS, Housing

Georgia Tech - BEDC

Georgia Academy of Economic Development

James Fritsch, RPA, CCIM, LEED AP O+M James Fritsch, RPA, CCIM, LEED AP O+M Greater New York City Area Details
James Fritsch, RPA, CCIM, LEED AP O+M's Wells Real Estate Funds Experience April 2007 - November 2012
Job Property Manager at Marcus Partners
Industry Real Estate
Experience
Marcus Partners  April 2014 - Present
Normandy Real Estate Partners  November 2012 - December 2013
Wells Real Estate Funds   April 2007 - November 2012
RexCorp Realty  April 2006 - April 2007
Tishman Speyer  May 2005 - March 2006
Hines  June 2000 - May 2005
Navy  1993 - 2000

Skills
Property Management, Asset Managment, Operating Budgets, Budget Reconciliation, Operations Management, Real Estate, Commercial Real Estate, Lease Administration, Valuation, Landlord, Acquisitions, Property Disposition, Leases, Budgets, Landlords, Facilities Management, Corporate Real Estate, Disposition, Tenant, Property, Asset Management, Dispositions

Education
United States Naval Academy   1989 — 1993
BS, General Science

Adam Bryan Adam Bryan Greater Atlanta Area Details
Adam Bryan's Wells Real Estate Funds Experience September 2012 - September 2013
Job Portfolio Manager at ING Investment Management
Industry Commercial Real Estate
Experience
ING Investment Management  September 2013 - Present
Wells Real Estate Funds   September 2012 - September 2013
Wells Real Estate Funds   May 2011 - September 2012
Wells Real Estate Funds   February 2008 - May 2011
Valdosta State University  May 2005 - December 2007

Skills
Excel, ARGUS, Microsoft Office, Financial Modeling, Due Diligence, Financial Forecasting, Commercial Real Estate, International Real..., Problem Solving, Alternative Investments, Investor Relations, Capital Budgeting, Valuation, Lease Negotiations, Variance Analysis, CoStar, Underwriting, Market Research, Microsoft Excel, Real Estate, Disposition, Finance, Strategy, Acquisitions, Financial Analysis, Asset Managment, Argus Modeling, Investments, Management, Budgets, Asset Management, Real Estate Economics, Investment Properties, Portfolio Management, Corporate Real Estate, Leases

Education
University of Georgia - Terry College of Business   2009 — 2011
MBA

Valdosta State University   2003 — 2007
BBA, Marketing

Valdosta State University   2003 — 2007
BBA, Finance

Keith Willby Keith Willby Greater Atlanta Area Details
Keith Willby's Wells Real Estate Funds Experience January 2002 - February 2013
Job VP Real Estate Transactions at Columbia Property Trust
Industry Real Estate
Experience
Columbia Property Trust  March 2013 - December 2013
Wells Real Estate Funds   January 2002 - February 2013
BVT   June 1999 - December 2001
ACG Professionals  June 1998 - May 1999

Skills
Argus, Exc, Excel, Acquisitions, Microsoft Excel, Disposition, Real Estate Economics, Financial Analysis, Financial Modeling, Contract Negotiation, Budgets, Valuation, Due Diligence, Investment Properties, Alternative Investments, Portfolio Management, Real Estate, Commercial Real Estate, Asset Management, Investments, Real Estate Development, Dispositions

Education
The University of Georgia   1993 — 1998
Bachelor of Business Administration (BBA), Finance

Jay Owensby, CPA Jay Owensby, CPA Greater Atlanta Area Details
Jay Owensby, CPA's Wells Real Estate Funds Experience July 2002 - December 2010
Job Chief Financial Officer at Cobb Pediatric Therapy Services
Industry Accounting
Experience
Cobb Pediatric Therapy Services  May 2013 - Present
Cobb Pediatric Therapy Services  November 2011 - April 2013
Wells Real Estate Funds   July 2002 - December 2010
Lend Lease Real Estate Investments, Inc.   December 1989 - July 2002
Habif, Arogeti and Wynne, LLP   January 1986 - January 1989

Education
University of Georgia - Terry College of Business   1982 — 1986
BBA, Accounting

Pete Brignet Pete Brignet Jacksonville, Florida Details
Pete Brignet's Wells Real Estate Funds Experience 2003 - 2005
Job Corporate/Commercial Real Estate Professional, Asset Management, Dispositions, Real Estate Broker Florida Georgia
Industry Financial Services
Experience
ATLANTIC INTERESTS, LLC   2013 - Present
WELLS FARGO BANK  2005 - 2013
WELLS REAL ESTATE FUNDS   2003 - 2005
REALTYLOGIX, a Republic Mortgage Insurance Company   2001 - 2003
UNIVEST FINANCIAL SERVICES, LLC / CENTRAL PARK CAPITAL, LP   1997 - 2000
ATLANTIC INTERESTS, LTD.   1993 - 1997
KILBURN-YOUNG ASSET MANAGEMENT CORP.   1992 - 1993
RESOLUTION TRUST CORPORATION (FDIC)   1990 - 1992

Skills
Asset Management, Due Diligence, Disposition, Loans, Investment Properties, Valuation, Corporate Real Estate, Investments, Finance, Real Estate Development, Real Estate Economics, Leases, Real Estate Transactions, Underwriting, Real Estate Financing, Mortgage Lending, Foreclosures, Brokerage, REO, Property, Risk Management, Loan Origination, Credit Analysis, Credit, Commercial Mortgages, Mortgage Banking, Real Estate Due..., Capital Markets, Construction Loans, Real Estate Asset..., Appraisals, Financial Structuring, Valuation Analysis, Acquisiton, Transaction Strategy, Loan Sale Advisory, Lease Restructuring, Asset Managment, Sellers, Commercial Lending, CMBS, Dispositions, Mergers & Acquisitions

Education
University of Alabama
Bachelor of Science (B.S.), Business Administration and Management, General

Robert Byrd Robert Byrd Greater Atlanta Area Details
Robert Byrd's Wells Real Estate Funds Experience August 2005 - December 2010
Job Senior Director, Communications at Assurant Specialty Property
Industry Public Relations and Communications
Experience
Assurant Specialty Property  2011 - Present
Wells Real Estate Funds   August 2005 - December 2010
Hayslett Group Public Relations   2000 - 2005
The Coca-Cola Company  1992 - 2000
The Associated Press  1981 - 1991

Skills
Media Relations, Public Relations, Public Affairs, Internal Communications, Strategic Communications, Blogging, Proofreading, Speech Writing, Corporate Communications, Communication Training, Marketing, Newsletters, Crisis Communications, Integrated Marketing, Reputation Management, Magazines, Publications, Public Speaking, Publishing, Strategy, Press Releases, Messaging, Web Content, Message Development, Copywriting, Social Media

Education
The University of Georgia
ABJ

Louis Davis Louis Davis Charlotte, North Carolina Details
Louis Davis's Wells Real Estate Funds Experience October 2011 - February 2013
Job Director of Investments at Cortland Partners
Industry Commercial Real Estate
Experience
Cortland Partners  April 2014 - Present
Columbia Property Trust  March 2013 - December 2013
Wells Real Estate Funds   October 2011 - February 2013
Wells Real Estate Funds   August 2007 - October 2011
WRH Income Properties   2005 - August 2007
Merchants Bank and Trust  2002 - 2004

Skills
Excel, Disposition, Acquisitions, Asset Managment, Contract Negotiation, Relationship Management, Due Diligence, Real Estate Transactions, Real Estate, Underwriting, Financial Modeling, Investments, Commercial Real Estate, Asset Management, Analysis, Budgets, Portfolio Management, Valuation, Investment Properties, Tenant, Financial Analysis, Capital Markets, Corporate Real Estate, Real Estate Economics, Microsoft Excel, Leadership

Education
University of Kentucky   1999 — 2002
BS, Finance, Management, Economics

University of South Carolina-Columbia   1998 — 1999

Kristine Lang, RPA Kristine Lang, RPA Dallas/Fort Worth Area Details
Kristine Lang, RPA's Wells Real Estate Funds Experience May 2011 - February 2013
Job Property Manager at Columbia Property Trust
Industry Real Estate
Experience
Columbia Property Trust  December 2013 - Present
Columbia Property Trust  March 2013 - December 2013
Wells Real Estate Funds   May 2011 - February 2013
Metropolitan Real Estate Investors   October 2010 - June 2011
Metropolitan Real Estate Investors, LLC   July 2008 - November 2010
Lone Star Park at Grand Prairie  February 2004 - July 2008

Skills
Property Management, Lease Administration, Leases, Corporate Real Estate, Tenant, Real Estate, Property, Real Estate Transactions, Commercial Real Estate, Yardi, Disposition, Landlords, Real Estate Economics, Lease Negotiations, Real Estate Development

Education
University of Oklahoma   1998 — 2003

Westwood High School

Meaghan Watson Holman Meaghan Watson Holman Greater Atlanta Area Details
Meaghan Watson Holman's Wells Real Estate Funds Experience 2012 - 2012
Job Private Wealth Management Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  2012 - Present
Wells Real Estate Funds   2012 - 2012
Wells Fargo  2011 - 2012
Target  2009 - 2010
University of Cincinnati  March 2008 - August 2008

Skills
Series 7, Series 66, Sales, Uniform Combined State..., Finance, Financial Services, Securities

Education
University of Georgia - Terry College of Business   2005 — 2009
BBA, Marketing

Ross Kirwan, MBA Ross Kirwan, MBA Charlotte, North Carolina Details
Ross Kirwan, MBA's Wells Real Estate Funds Experience May 2010 - August 2012
Job Regional Vice President at Dreyfus Investments
Industry Financial Services
Experience
Dreyfus Investments BNY Mellon Investment Management   July 2014 - Present
Franklin Square Capital Partners  September 2013 - July 2014
Franklin Square Capital Partners  August 2012 - September 2013
Wells Real Estate Funds   May 2010 - August 2012
Wells Real Estate Funds   June 2007 - May 2010
SIFE  December 2006 - May 2007

Skills
Sales, Account Management, Building Relationships, Relationship Management, Sales Presentations, Series 63, Investments, New Business Development, Series 7, Securities, Asset Management, Mutual Funds, Alternative Investments, Strategy, Finance, Financial Services

Education
The University of Georgia   2009 — 2012
MBA, Business

Valdosta State University   2003 — 2007
B.B.A, Marketing

Reece Stead Reece Stead Greater Atlanta Area Details
Reece Stead's Wells Real Estate Funds Experience August 2002 - May 2004
Job Partner, Stead Retail Group, LLC
Industry Real Estate
Experience
Stead Retail Group, LLC   September 2006 - Present
Hoar Construction  May 2004 - August 2006
Wells Real Estate Funds   August 2002 - May 2004

Skills
Disposition, Real Estate Development, Contract Negotiation, Due Diligence, Real Estate Transactions, Business Development, Brokerage, New Business Development, Real Estate, Leases, Property Management, Corporate Real Estate, Real Estate Economics, Location Intelligence, Commercial Real Estate

Education
University of Georgia - Terry College of Business   2007 — 2009
MBA

University of Georgia - Terry College of Business   1997 — 2002
BBA, Finance

Jill Widdifield Jill Widdifield Greater Atlanta Area Details
Jill Widdifield's Wells Real Estate Funds Experience November 2007 - Present
Job Finance Officer at Wells Real Estate Funds
Industry Commercial Real Estate
Experience
Wells Real Estate Funds   November 2007 - Present
Hatfield Philips (now Trimont Real Estate Advisors)   April 2000 - June 2002
Morris, Manning & Martin, LLP   1998 - 1999
John Hancock Real Estate Finance, Inc.   June 1983 - April 1997

Education
University of Georgia - Terry College of Business   1978 — 1983
BBA, Real Estate and Legal Studies

Kirsten Anderson Kirsten Anderson Greater Atlanta Area Details
Kirsten Anderson's Wells Real Estate Funds Experience August 2008 - February 2013
Job Production Assistant at Passion City Church
Industry Public Relations and Communications
Experience
Passion City Church  February 2013 - Present
Wells Real Estate Funds   August 2008 - February 2013
Lakewood Baptist Church  August 2006 - May 2008
North Point Community Church  May 2006 - August 2006

Skills
Fundraising, Event Planning, Marketing, Public Speaking, Social Media

Education
The University of Georgia   2003 — 2007
Bachelor of Arts, Speech Communication

Scott Meadows Scott Meadows Greater Atlanta Area Details
Scott Meadows's Wells Real Estate Funds Experience 1996 - 2013
Job President at Wheeler/Brand
Industry Real Estate
Experience
Wheeler / Brand   2013 - Present
Wells Real Estate Funds   1996 - 2013
The Griffin Company  1989 - 1996
Sea Pines Plantation Company   1986 - 1989

Skills
Real Estate, Asset Managment, Disposition, Leases, Property Management, Due Diligence, Commercial Real Estate, Real Estate Development, Corporate Real Estate, Investments, Lease Administration, Acquisitions, Valuation, Lease Negotiations, Real Estate Transactions, Portfolio Management, Financial Analysis, Contract Negotiation, Underwriting, Asset Management, Series 7, Securities, Alternative Investments, Management, Leadership, Negotiation, Budgets, Tenant, Property, Brokerage, Landlords, Strategy, Investment Properties, Business Development, Facilities Management, Shopping Centers, Executive Management, Mergers & Acquisitions, Location Intelligence, Land Acquisition, Real Estate License, Dispositions

Education
University of Georgia - Terry College of Business   1982 — 1986
Bachelor of Business Administration (BBA), Management

John Harne John Harne Greater Atlanta Area Details
John Harne's Wells Real Estate Funds Experience June 2004 - December 2005
Job Creative UX Director
Industry Design
Experience
EYEPLOW LLC   February 2015 - Present
Ogilvy & Mather  November 2014 - February 2015
BFG Communications  October 2013 - September 2014
Definition 6  October 2009 - May 2013
Razorfish  March 2008 - April 2009
Macquarium  June 2007 - March 2008
Eyeplow   December 2005 - March 2007
Wells Real Estate Funds   June 2004 - December 2005
Creative Digital Group  2002 - 2003
Lante  2000 - 2002

Skills
E-commerce, Animation, Rich Media, Information Architecture, Digital Strategy, User Experience, Interaction Design, Art Direction, Web Design, Digital Marketing, Creative Direction, Interactive Marketing, Corporate Identity, Graphic Design, Copywriting, Advertising, Concept Development, Usability Testing, Web Project Management, Email Marketing, Integrated Marketing, Marketing, Online Advertising, Interactive Advertising, Mobile Applications, Online Marketing, Marketing Communications, Mobile Devices, Website Development, Social Media, Brand Development, Marketing Strategy, Video Production, Content Strategy, Creative Strategy, Strategy, Digital Media

Education
Free Code Camp   2015 — 2016
Full Stack Web Development, Computer Software Engineering

University of Maryland University College   1979 — 1982
Marketing & Design

Kevin Pell Kevin Pell Greater Atlanta Area Details
Kevin Pell's Wells Real Estate Funds Experience January 2007 - March 2013
Job Asset Management & Commercial Real Estate Professional
Industry Real Estate
Experience
Columbia Property Trust  March 2013 - December 2013
Wells Real Estate Funds   January 2007 - March 2013
Wells Real Estate Funds   2005 - 2006
Wells Real Estate Funds   2004 - 2005
Wells Real Estate Funds   2002 - 2003

Skills
Asset Management, Disposition, Real Estate Economics, Due Diligence, Valuation, Investments, Financial Modeling, Commercial Real Estate, Financial Analysis, Leases, Portfolio Management, Real Estate, Corporate Real Estate, Acquisitions, Real Estate Transactions, Lease Negotiations, Asset Managment, Lease Administration

Education
University of Central Florida   1991 — 1996
Bachelor of Science (B.S.), Liberal Arts and Sciences/Liberal Studies

Dana Knudson Dana Knudson Greater Atlanta Area Details
Dana Knudson's Wells Real Estate Funds Experience October 2001 - June 2005
Job at
Industry Hospital & Health Care
Experience
Highwater Systems   January 2015 - Present
Healthport LLC  October 2010 - January 2015
Electronic Transaction Consultants  July 2009 - September 2010
Jones Lang LaSalle  May 2008 - June 2009
Electronic Transaction Consultants  May 2006 - April 2008
BOSS  July 2005 - April 2006
Wells Real Estate Funds   October 2001 - June 2005
AGCO Corporation  September 1993 - September 2001
AGCO Corporation  1993 - 1994
AGCO Corporation  1993 - 1994

Skills
Active Directory, Windows, Data Center, Cisco, XP, Linux, Messaging, Mail Server, VMware ESX, VMware, Servers, Help Desk Support, Disaster Recovery, Cisco Technologies, Virtualization, Storage

Education
University of Denver   1991 — 1993

Stacy Chitty Stacy Chitty Greater Atlanta Area Details
Stacy Chitty's Wells Real Estate Funds Experience January 1997 - September 2005
Job Managing Partner at Blue Vault Partners, LLC
Industry Financial Services
Experience
Blue Vault Partners, LLC   October 2009 - Present
Moody National Companies  March 2008 - October 2009
Griffin Capital  August 2006 - February 2008
Wells Real Estate Funds   January 1997 - September 2005

Skills
Asset Management, Alternative Investments, Series 7, Series 63, Investments, Asset Managment, Series 24, Real Estate, Mutual Funds, Investment Advisory, Portfolio Management, Securities, Series 6, FINRA, Investment Strategies, Asset Allocation, Estate Planning, Variable Annuities, ETFs, Wealth Management, Fixed Annuities, Uniform Combined State..., 401k, Financial Advisory, Retirement Planning, Wealth Management..., Brokerage

Education
The University of Georgia   1987 — 1992
BA, Speech Communication

Colquitt County High School   1985 — 1987

Nathan Reser, CCIM Nathan Reser, CCIM Greater Atlanta Area Details
Nathan Reser, CCIM's Wells Real Estate Funds Experience April 2009 - January 2011
Job Asset Manager at Parmenter Realty Partners
Industry Real Estate
Experience
Parmenter Realty Partners  January 2013 - Present
Parmenter Realty Partners  November 2010 - December 2012
Wells Real Estate Funds   April 2009 - January 2011
Wells Real Estate Funds   October 2007 - April 2009
Wells Real Estate Funds   June 2006 - September 2007

Skills
Real Estate, Disposition, Asset Managment, Valuation, Due Diligence, Real Estate Economics, Leases, Property Management, Investments, Financial Modeling, Commercial Real Estate, Investment Properties, Corporate Real Estate, Lease Negotiations, Real Estate Transactions, Real Estate Development, Accounting, Asset Management, Lease Administration, Negotiation

Education
The University of Georgia   2001 — 2005
BBA, Real Estate

Fellowship Christian Highschool

Brian Lamkin Brian Lamkin Greater Atlanta Area Details
Brian Lamkin's Wells Real Estate Funds Experience July 2012 - November 2012
Job Regional Vice President at AIG SunAmerica Asset Management
Industry Financial Services
Experience
AIG SunAmerica Asset Management  June 2013 - Present
Franklin Square Capital Partners  December 2012 - May 2013
Wells Real Estate Funds   July 2012 - November 2012
Wells Real Estate Funds   November 2010 - July 2012
Konsortium Capital Partners, LLC   March 2010 - August 2010
AXA Distributors  September 2009 - December 2009
AXA Distributors  September 2005 - December 2009

Skills
Series 63, Series 7, Variable Annuities, Fixed Annuities, Investments, Retirement Planning, Securities, Alternative Investments, Relationship Management, Financial Services, Financial Analysis, Asset Allocation, Mutual Funds, Sales, Asset Management

Education
University of Kansas   1999 — 2004
Bachelor of Arts (BA), Psychology

Terri Keith Terri Keith Greater Atlanta Area Details
Terri Keith's Wells Real Estate Funds Experience October 2009 - April 2010
Job Account Executive at CT Corporation
Industry Legal Services
Experience
CT Corporation Wolters Kluwer Corporate Legal Services   August 2010 - Present
Wells Real Estate Funds   October 2009 - April 2010
First American Title Insurance Company  July 2007 - July 2009
Wells Real Estate Funds   October 2002 - July 2007
Reliance Trust Company  1995 - 1999

Skills
Real Estate, Business Services, Real Estate Transactions, Due Diligence, Disposition, Real Estate Economics, Investments, Contract Negotiation, Property Management, Asset Managment, Commercial Real Estate, Investment Properties, Mergers, Real Estate Development, Selling, Business Development, Corporate Law, Marketing, Asset Management, Management, Strategic Partnerships, Mergers & Acquisitions, Sales, Leadership, Loans, Budgets, Finance, Negotiation, Acquisitions, Leases, Property, Securities, Real Estate Financing, Landlords, Corporate Governance, Portfolio Management, Financial Services, CRM, Corporate Real Estate, Brokerage, Lease Negotiations, Salesforce.com, Dispositions

Education
University of Richmond

Kevin Fossum Kevin Fossum Minneapolis, Minnesota Details
Kevin Fossum's Wells Real Estate Funds Experience 2004 - 2007
Job Senior Vice President at Piedmont Office Realty Trust
Industry Commercial Real Estate
Experience
Piedmont Office Realty Trust  May 2010 - Present
Piedmont Office Realty Trust  2007 - 2010
Wells Real Estate Funds   2004 - 2007
Equity Office Properties  1998 - 2004
Hines  1995 - 1997

Skills
Real Estate, Commercial Real Estate, Asset Management, Leases, Property Management, Real Estate Development, Due Diligence, Real Estate Transactions, Contract Negotiation, Investments

Education
University of Minnesota-Morris
Bachelor's degree, Business/Managerial Economics

Lakeville High School

Kimberly R. Hayes Kimberly R. Hayes Tampa, Florida Details
Kimberly R. Hayes's Wells Real Estate Funds Experience November 2002 - November 2012
Job Financial Services/Project Management
Industry Financial Services
Experience
Citi  February 2014 - Present
Wells Real Estate Funds   November 2002 - November 2012
Global Payments  May 2001 - November 2002
Norfolk Southern Corporation  January 2000 - May 2001
Advantage Health  September 1996 - August 1999
Hibernia National Bank  March 1995 - September 1996

Skills
Business Analysis, Financial Services, Financial Analysis, Alternative Investments, Microsoft Excel, Series 63, Portfolio Management, Oracle Discoverer, Seibel, Microsoft Word, TA2000, Mutual Funds, Financial Modeling, Investments, Microsoft Office, Siebel, Vendor Management, Budgets, Data Modeling, Securities, AWD, Sales Force.com, Oracle Reports, Account Reconciliation, Bank Reconciliation, Research, Market Research, Social Media Marketing, Process Improvement, Business Process..., Business Process..., Business Process Testing, Data Driven Testing, Vlookup, MS Excel Pivot Tables, PowerPoint, Strategic Planning, Employee Training, System Conversion, Quality Auditing, Data Quality Control, Data Quality Assurance, Salesforce.com

Education
University of New Orleans   1990 — 1994
Bachelor of Business Administration (BBA), Management Information Systems, General

David Petroff, RPA, FMA David Petroff, RPA, FMA San Mateo, California Details
David Petroff, RPA, FMA's Wells Real Estate Funds Experience October 2011 - Present
Job
Industry Real Estate
Experience
Columbia Property Trust (Formerly Wells Real Estate Funds)   March 2013 - Present
Wells Real Estate Funds   October 2011 - Present
Divco West Properties  April 2011 - September 2011
Cushman & Wakefield  December 2008 - 2011
Equity Office Properties  2007 - 2008
CB Richard Ellis  September 2002 - October 2007
Cushman & Wakefield of California  1989 - 1995
Ernst & Young  August 1987 - July 1989

Education
University of San Francisco   1982 — 1987
BS, Accounting, Finance

Serra High School   1979 — 1982

William J. Mau William J. Mau Greater Minneapolis-St. Paul Area Details
William J. Mau's Wells Real Estate Funds Experience 2010 - 2012
Job Retirement Sales Manager at Lurie Besikof Lapidus & Company, LLP
Industry Financial Services
Experience
Lurie Besikof Lapidus & Company, LLP   August 2013 - Present
Wells Real Estate Funds   2010 - 2012
AEI Fund Management, Inc  2003 - 2010
Nationwide Financial Services  2000 - 2002

Skills
20 years wholesaling..., New Business Development, Powerful communication..., Building Strong..., Sales Management, Marketing Strategy, Team Building, Sales, Closing Business, Team Leadership, Marketing, Finance, Sales Operations

Education
University of Minnesota-Twin Cities   1986 — 1987
Master of Business Administration (MBA), Marketing/Marketing Management, General

University of Wisonsin-Madison   1982 — 1986
Bachelor of Science (BS), Economics

Jacob Hainey Jacob Hainey Denver, Colorado Details
Jacob Hainey's Wells Real Estate Funds Experience May 2012 - August 2012
Job Credit Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  July 2014 - Present
Wells Real Estate Funds   May 2012 - August 2012

Skills
Financial Modeling, Financial Analysis, Investments, Valuation, Portfolio Management, Corporate Finance, Asset Management, Finance, Mutual Funds, Strategic Financial..., Capital Markets, Securities, Financial Reporting, Equities, Accounting, Due Diligence, Banking, Wealth Management, Credit Analysis, Risk Management, Private Equity, Hedge Funds

Education
University of Georgia - Terry College of Business   2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General

Dan Tillotson Dan Tillotson Jacksonville, Florida Area Details
Dan Tillotson's Wells Real Estate Funds Experience July 2011 - August 2012
Job Technical Architect at Coastal Cloud
Industry Information Technology and Services
Experience
Coastal Cloud  January 2015 - Present
EnablePath  January 2013 - January 2015
Allscripts  August 2012 - January 2013
Wells Real Estate Funds   July 2011 - August 2012
Wells Real Estate Funds   May 2010 - July 2011
Wells Real Estate Funds   September 2009 - May 2010
Wells Real Estate Funds   April 2008 - September 2009
Wells Real Estate Funds   January 2004 - April 2008
Wells Real Estate Funds   April 2003 - January 2004
DCC Services  April 2001 - April 2003

Skills
Salesforce.com, Visual Force, Apex Programming, Oracle PL/SQL..., Solution Architecture, HTML, CSS Javascript, XML, XSLT, Business Analysis, Integration, Oracle, Project Management, Web Applications, Cloud Computing, CRM, Databases, Data Warehousing, Software Development, Requirements Analysis, Business Intelligence, PL/SQL, Enterprise Architecture, SaaS

Education
University of North Florida   1996 — 1998
BSCIS

University of Florida   1986 — 1991
BSBA

Lance Gause Lance Gause Stockbridge, Georgia Details
Lance Gause's Wells Real Estate Funds Experience November 2007 - April 2010
Job Wealth Management Advisor at Merrill Lynch
Industry Internet
Experience
Merrill Lynch  2012 - 2013
BB&T  April 2011 - March 2012
BlueRock Real Estate Services, LLC   April 2010 - April 2011
Wells Real Estate Funds   November 2007 - April 2010
E*TRADE Financial  2003 - 2007

Skills
Insurance, Sales, Finance, New Business Development, Strategic Planning, Business Development, CRM, Team Building, Marketing Strategy, Leadership, Securities, Commercial Real Estate, Alternative Investments, Investment Strategies

Education
University of Phoenix   2003 — 2005
Master of Business Administration (MBA), Accounting and Finance

The University of Georgia   1995 — 2000
Bachelor of Arts (B.A.), Speech Communication and Rhetoric

Shea Campbell Shea Campbell United States Details
Shea Campbell's Wells Real Estate Funds Experience May 2003 - January 2008
Job Vice President at CBRE
Industry
Experience
CBRE  May 2010 - Present
Wells Real Estate Funds   May 2003 - January 2008

Education
The University of Georgia   1998 — 2002
Real Estate

Joe Kingsley Joe Kingsley Greater Atlanta Area Details
Joe Kingsley's Wells Real Estate Funds Experience December 2001 - September 2008
Job Vice President | Regional Director at Dividend Capital Securities
Industry Financial Services
Experience
Dividend Capital Securities   March 2014 - Present
American Homes 4 Rent  December 2012 - March 2014
Cypress Capital   August 2009 - August 2012
Moody National Companies  September 2008 - August 2009
Wells Real Estate Funds   December 2001 - September 2008

Skills
Alternative Investments, Series 63, Series 7, Mutual Funds, Investments, Securities, Real Estate, series 66, Asset Management, Uniform Combined State..., Asset Allocation, Banking, Capital Markets, Private Placements, Retirement Planning, Investment Advisory, Investment Strategies

Education
University of Arizona   1986 — 1990
BA, Economics

Jay Dobbs Jay Dobbs Greater Atlanta Area Details
Jay Dobbs's Wells Real Estate Funds Experience February 2003 - November 2007
Job Sr Regional Vice President at NorthStar Securities, LLC.
Industry Financial Services
Experience
NorthStar Securities, LLC  February 2010 - Present
Inland Securities Corporation  November 2007 - February 2010
Wells Real Estate Funds   February 2003 - November 2007

Education
University of Alabama   1992 — 1997
Management

Ginger Watson Griffith Ginger Watson Griffith Atlanta, Georgia Details
Ginger Watson Griffith's Wells Real Estate Funds Experience 2001 - 2005
Job Financial Consulting
Industry Management Consulting
Experience
Synovus Bank  2013 - 2015
Synovus Bank  2013 - 2015
Alvarez & Marsal Real Estate Advisory Services, LLC   February 2008 - July 2012
Beazer Homes  2005 - 2008
Wells Real Estate Funds   2001 - 2005

Skills
Due Diligence, Financial Analysis, Disposition, Financial Modeling, Real Estate, Valuation, Forecasting, Acquisitions, Mergers, Budgets, Joint Ventures, Accounting, Contract Negotiation, Commercial Real Estate, Capital Budgeting, Working Capital..., Mergers & Acquisitions, Asset Management, Investments

Education
University of Richmond - Robins School of Business   1985 — 1989
BBS, Business Adminstration - Accounting

Kyra Dupree Kyra Dupree Atlanta, Georgia Details
Kyra Dupree's Wells Real Estate Funds Experience September 2008 - December 2013
Job Manager, Tax and Treasury Management at Signature Office REIT, Inc.
Industry Financial Services
Experience
Signature Office REIT, Inc.   January 2014 - Present
Wells Real Estate Funds   September 2008 - December 2013
PwC  August 2003 - September 2008

Skills
Tax, Corporate Tax, CPA, Financial Analysis, Tax Accounting, Sarbanes-Oxley Act, Income Tax, Accounting, GAAP, Financial Reporting, Due Diligence, Tax Research

Education
University of Kentucky   1999 — 2003
Bachelor's Degree, Accounting

David Pittman, CIMA® David Pittman, CIMA® Greater St. Louis Area Details
David Pittman, CIMA®'s Wells Real Estate Funds Experience April 2002 - November 2010
Job SVP, Central Divisional Director, Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners  August 2015 - Present
Franklin Square Capital Partners  July 2011 - August 2015
CoStar Group  January 2011 - July 2011
Wells Real Estate Funds   April 2002 - November 2010
Korn/ Ferry International  February 2000 - February 2002
Wyndham Mills International  April 1998 - February 2000
U.S. Army Reserve   January 1992 - January 1998

Skills
Investments, Management, Alternative Investments, Series 7, Recruiting, Asset Managment, CRM, Salesforce.com, Investment Strategies, Asset Allocation, Financial Services, New Business Development, Investment Advisory

Education
University of Georgia - Terry College of Business   1994 — 1998
BBA, International Business

Bo Beacham, CCIM Bo Beacham, CCIM Austin, Texas Area Details
Bo Beacham, CCIM's Wells Real Estate Funds Experience June 2011 - February 2012
Job Leasing Representative at Brandywine Realty Trust
Industry Real Estate
Experience
Brandywine Realty Trust  April 2014 - Present
Younger Partners  November 2012 - April 2014
Stream Realty Partners  January 2012 - September 2012
Wells Real Estate Funds   June 2011 - February 2012
Wells Real Estate Funds   January 2009 - June 2011
Wells Real Estate Funds   June 2007 - January 2009
GVA Advantis  July 2006 - June 2007

Skills
Disposition, Real Estate, Investments, Due Diligence, Valuation, Leases, Financial Analysis, Real Estate Transactions, Corporate Real Estate, Commercial Real Estate, Acquisitions, Financial Modeling, Asset Management, Brokerage, Argus Modeling, Property Management, Dispositions, Location Intelligence

Education
University of Georgia - Terry College of Business   2001 — 2005
BBA, Real Estate

The Lovett School

Terrell McCollum Terrell McCollum Greater Atlanta Area Details
Terrell McCollum's Wells Real Estate Funds Experience May 2009 - May 2012
Job Executive and Shareholder Communications Specialist at Southern Company
Industry Public Relations and Communications
Experience
Southern Company  December 2014 - Present
Atlanta Community Ministries   1999 - Present
MagMutual Insurance Company  May 2013 - July 2014
Wells Real Estate Funds   May 2009 - May 2012
Wells Real Estate Funds   May 2003 - April 2009
Cox Communications  April 1998 - December 2002
GTE Wireless  1996 - 1998

Skills
Public Relations, Social Media, Public Speaking, Marketing Strategy, Communications Strategy, Strategic Communications, Crisis Communications, Strategy, Corporate Communications, Investor Relations, Internal Communications, Social Media Marketing, Marketing Communications, Media Relations, Leadership, Community Outreach, Marketing, Copywriting, Newsletters, Direct Marketing, SEO, Online Reputation..., Sales, Advertising, Event Planning, Budgets, Integrated Marketing, Email Marketing, Content Development, Online Advertising, Event Management, Brand Development, Digital Marketing, Strategic Partnerships, Creative Direction, Market Research, Direct Mail, Brand Management, Fundraising, Press Releases

Education
University of Alabama
Bachelor of Arts (B.A.)

Dvir Levy Dvir Levy Greater Los Angeles Area Details
Dvir Levy's Wells Real Estate Funds Experience January 2011 - March 2013
Job Senior Regional Marketing Director at Putnam Investments
Industry Financial Services
Experience
Putnam Investments  March 2013 - Present
Wells Real Estate Funds   January 2011 - March 2013
The Hartford  November 2003 - December 2010

Education
University of Arizona   1993 — 1997

John Macharia John Macharia Kansas City, Missouri Area Details
John Macharia's Wells Real Estate Funds Experience August 2007 - January 2009
Job Principal Regulatory Coordinator at Financial Industry Regulatory Authority
Industry Financial Services
Experience
Financial Industry Regulatory Authority  May 2011 - Present
FBR Capital Markets  January 2010 - December 2011
Broadscope LLC   April 2009 - January 2010
Wells Real Estate Funds   August 2007 - January 2009
FINRA  October 1997 - August 2007

Skills
Risk Assessment, AML, Auditing, Regulations, Securities, FINRA, Internal Controls, Finance, Policy, SEC, Leadership, Broker-Dealer, Securities Regulation, Series 24, Training, ETFs, Corporate Governance, Hedge Funds, Series 7, Mutual Funds, Program Management, Anti Money Laundering

Education
University of Georgia - Terry College of Business

Rob Nelson, CPM, CCIM Rob Nelson, CPM, CCIM Houston, Texas Area Details
Rob Nelson, CPM, CCIM's Wells Real Estate Funds Experience June 2007 - March 2013
Job General Manager Transwestern
Industry Real Estate
Experience
Transwestern  March 2013 - Present
Wells Real Estate Funds   June 2007 - March 2013
Coast Range Property Management   February 2004 - January 2007

Skills
Lease Administration, Property Management, Capital Budgeting, Contract Negotiation, Disposition, Property Disposition, Leases, Lease Negotiations, Investment Properties, Sales Management, Acquisitions, Real Estate Transactions, Brokerage, Real Estate Economics, Commercial Real Estate, Real Estate, Marketing, Investments, Customer Service, Corporate Real Estate, Tenant, Due Diligence, Asset Managment, Real Estate Development, Landlord, Event Planning, Budgets, Valuation, Team Building, Data Center

Education
The University of Texas at Austin   1974 — 1978
Bachelor of Business Administration (B.B.A.), Marketing

Lyndon (Lyn) Arnold Lyndon (Lyn) Arnold Greater Atlanta Area Details
Lyndon (Lyn) Arnold's Wells Real Estate Funds Experience January 2010 - August 2010
Job Experienced accounting executive
Industry Accounting
Experience
BWAY Corporation  December 2014 - Present
Invesco (through J Curve LLC)   April 2014 - December 2014
Zep Inc.  April 2011 - January 2014
Wells Real Estate Funds   January 2010 - August 2010
Caraustar  June 2007 - January 2010
Ashton Wood Homes   June 2005 - May 2007
Per-Se Technologies  June 2001 - June 2005
PwC  1998 - 2001
Equifax  1985 - 1998

Skills
Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Analysis, Accounting, Finance, Internal Audit, Management, CPA, GAAP, SEC filings, Team Building, Sarbanes-Oxley, Program Management, Recruiting, General Ledger, Forecasting, Mergers & Acquisitions, Auditing, Budgets, Financial Accounting, Leadership, Business Process..., Start-ups, SEC Filings

Education
University of Florida - Warrington College Of Business   1980 — 1984
Bachelor of Science (B.S.), Accounting

Owen Mulvaney Owen Mulvaney Pittsburgh, Pennsylvania Details
Owen Mulvaney's Wells Real Estate Funds Experience July 2006 - May 2008
Job Regional Vice President at NorthStar Securities, LLC
Industry Financial Services
Experience
NorthStar Securities, LLC  June 2014 - Present
Select Capital Corporation   February 2013 - June 2014
Inland Securities   June 2008 - February 2013
Wells Real Estate Funds   July 2006 - May 2008
Planco/The Hartford Mutual Funds   2005 - 2006
Enterprise Group of Funds  March 2004 - April 2005
Federated Investors  January 2002 - February 2004

Skills
401k, Alternative Investments, Series 7, Mutual Funds, Investments, Retirement, Securities, Retirement Planning, Investment Advisory, Financial Analysis

Education
University of Pittsburgh   1997 — 2001
BSBA, Marketing

Plum Senior High School   1993 — 1997

Keri Arnett Keri Arnett Greater Atlanta Area Details
Keri Arnett's Wells Real Estate Funds Experience October 2013 - January 2015
Job Account Manager at Ironwood Insurance Services, LLC
Industry Real Estate
Experience
Ironwood Insurance Services, LLC  January 2015 - Present
Wells Real Estate Funds   October 2013 - January 2015
Wells Real Estate Funds   May 2012 - October 2013
Wells Real Estate Funds   November 2010 - May 2012
Wells Real Estate Funds   May 2008 - November 2010
Wells Real Estate Funds   July 2007 - May 2008
Wells Real Estate Funds   July 2006 - July 2007

Education
University of Georgia - Terry College of Business   2002 — 2006
Bachelors, Consumer Economics

The University of Georgia
Bachelor of Science in Family and Consumer Sciences

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

Ken Mulrane, CFA Ken Mulrane, CFA Washington D.C. Metro Area Details
Ken Mulrane, CFA's Wells Real Estate Funds Experience October 2003 - March 2007
Job Senior Vice President, Managing Director MidAtlantic Region at Piedmont Office Realty Trust
Industry Real Estate
Experience
Piedmont Office Realty Trust  March 2013 - Present
Piedmont Office Realty Trust, Inc.   April 2012 - February 2013
Piedmont Office Realty Trust, Inc.   April 2007 - March 2012
Wells Real Estate Funds   October 2003 - March 2007
Lend Lease  July 1998 - September 2003

Skills
Retail, Management, Mergers & Acquisitions, Asset Managment, Asset Management, Real Estate, Real Estate Development, Budgets, Commercial Real Estate, Property Management, Financial Analysis, Dispositions, Real Estate Economics, Disposition, Real Estate Transactions

Education
University of Georgia - Terry College of Business   1993 — 1997
BBA, Finance

Alicia Williams, MA Alicia Williams, MA Washington D.C. Metro Area Details
Alicia Williams, MA's Wells Real Estate Funds Experience 2002 - 2005
Job Digital Marketing & Strategy
Industry Marketing and Advertising
Experience
Fannie Mae  June 2014 - Present
Discovery Communications  September 2013 - May 2014
Convergenz LLC/Fannie Mae   September 2011 - August 2013
Astyra Corporation/Capital One   July 2010 - January 2011
Penn, Good & Associates, LLP   January 2008 - January 2010
GMAC Insurance  2005 - 2008
Wells Real Estate Funds   2002 - 2005

Skills
Marketing Communications, Social Media, Marketing Strategy, Social Media Marketing, Integrated Marketing, Direct Marketing, Strategic Planning, Email Marketing, Marketing, Strategic Communications, Media Relations, Competitive Analysis, Fundraising, Advertising, Corporate Communications, Product Marketing, Digital Marketing

Education
University of Miami
Master of Arts (M.A.), Communications

University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Political Science and Government

Joseph Pangburn Joseph Pangburn Greater Atlanta Area Details
Joseph Pangburn's Wells Real Estate Funds Experience 2001 - 2007
Job Executive Vice President at Piedmont Office Realty Trust
Industry Real Estate
Experience
Piedmont Office Realty Trust, Inc.   February 2014 - Present
Wells Real Estate Funds   2001 - 2007
Prentiss Properties Limited, Inc.   1991 - 1999

Education
The University of Texas at Austin   1979 — 1983
Bachelor's Degree, Finance, General

The University of Texas at Austin   1979 — 1983
Bachelor of Business Administration (B.B.A.), Finance, General

Jon J. Eastman, CLU, ChFC Jon J. Eastman, CLU, ChFC Greater Chicago Area Details
Jon J. Eastman, CLU, ChFC's Wells Real Estate Funds Experience May 2003 - February 2013
Job Vice President of Sales and Marketing @ Atlas Resources, LLC an affilliate of Atlas Resouces, LP
Industry Real Estate
Experience
Atlas Resources, LLC an affiliate of Atlas Resources, LP   December 2013 - Present
Clarion Partners LLC  February 2013 - August 2013
Wells Real Estate Funds   May 2003 - February 2013
Bankers Conseco Life Insurance Company  May 1991 - April 2003

Education
University of Illinois at Urbana-Champaign - College of Business   1978 — 1982
Economics, Econ/Finance/Insurance

George K. Baah FCCA, CPA George K. Baah FCCA, CPA Greater Atlanta Area Details
George K. Baah FCCA, CPA's Wells Real Estate Funds Experience August 2006 - February 2013
Job Principal at GKB Partners, LLC
Industry Accounting
Experience
GKB Partners, LLC   January 2014 - Present
Strayer University  January 2010 - Present
The Hackett Group, Inc   February 2013 - January 2014
Wells Real Estate Funds   August 2006 - February 2013
GNA Tax and Accounting Services   January 2006 - December 2012
Prudential Financial  2003 - 2006
Deloitte and Touche  1997 - 1999
Institute Of Professional Studies   1996 - 1996
PWTC Demonstration Junior High School   1991 - 1992

Skills
Accounting, Auditing, Financial Accounting, Financial Analysis, Due Diligence, Financial Reporting, Financial Modeling, Managerial Finance, CPA, Corporate Finance, Consolidation, Tax, Finance, Account Reconciliation, Risk Management, Internal Audit, Forecasting, Valuation, Management Consulting, Strategic Financial...

Education
Case Western Reserve University - Weatherhead School of Management   2012 — 2016
Doctor of Philosophy (Ph.D.), Sustainable Management Systems

University of Leicester   2000 — 2002
Master of Business Administration (MBA), Finance, General

Institute of Professional Studies (Gh)   1993 — 1995
Associate's Degree, Accounting and Finance, Undergrad

Prempeh College   1989 — 1991
'A' Level Certificate, Accounting, Economics, Geography, Associate Degree

Kumasi Academy   1984 — 1989
'O' Level Certificate, High School

Sarah Kyranakis Sarah Kyranakis Greater Atlanta Area Details
Sarah Kyranakis's Wells Real Estate Funds Experience November 2009 - August 2012
Job at
Industry Accounting
Experience
CatchMark Timber Trust, Inc   March 2015 - Present
CatchMark Timber Trust, Inc   August 2012 - Present
Wells Real Estate Funds   November 2009 - August 2012
Houston & Company, PC, CPAs   December 2006 - November 2009
Abroms & Associates, PC   December 2004 - August 2006
BankTrust  February 2003 - July 2004
BankTrust  January 2002 - February 2003

Skills
Tax Preparation, Financial Statements, Tax, Accounting, Tax Returns, Income Tax, Peachtree, Financial Reporting, Accounts Payable, Accounts Receivable, Payroll, GAAP, General Ledger, Journal Entries, Accruals, Variance Analysis, Bank Reconciliation, Account Reconciliation, Tax Accounting, QuickBooks

Education
University of South Alabama   2002 — 2004
MBA, Business

The University of Southern Mississippi   1997 — 2001
BS, Accounting

Tony Marrs, CFA Tony Marrs, CFA Greater Atlanta Area Details
Tony Marrs, CFA's Wells Real Estate Funds Experience June 2004 - Present
Job Managing Director, Strategic Product Management at Wells Real Estate Funds
Industry Commercial Real Estate
Experience
Wells Real Estate Funds   June 2004 - Present
The Home Depot  1994 - 2004

Skills
Portfolio Management, Investments, Financial Modeling, Forecasting, Valuation, Financial Analysis, Strategic Planning, Business Strategy, Asset Management, Due Diligence, Budgets, Asset Managment, Real Estate

Education
University of Georgia - Terry College of Business

Pete Malcolm Pete Malcolm Greater Atlanta Area Details
Pete Malcolm's Wells Real Estate Funds Experience 2004 - 2006
Job Director of Marketing Research & Planning at Comcast Cable
Industry Telecommunications
Experience
Comcast Cable  2012 - Present
Comcast Cable  2008 - 2012
Comcast Cable  2006 - 2008
Wells Real Estate Funds   2004 - 2006
Assurant Solutions  2001 - 2004

Skills
Financial Analysis, Financial Modeling, Ad Hoc Reporting, Strategic Financial..., Essbase, Kicking Ass, Data Mining, Data Modeling, Marketing Analytics, Business Intelligence, SQL Server Management..., Teamwork, Getting The Job Done, Budgets, Finance

Education
University of Georgia - Terry College of Business   1996 — 2001
BBA, Accounting

Damian Miller, CFA Damian Miller, CFA Dallas/Fort Worth Area Details
Damian Miller, CFA's Wells Real Estate Funds Experience February 2003 - April 2007
Job Senior Vice President at Piedmont Office Realty Trust
Industry Commercial Real Estate
Experience
Piedmont Office Realty Trust  January 2014 - Present
Piedmont Office Realty Trust  December 2010 - January 2014
Piedmont Office Realty Trust  April 2007 - December 2010
Wells Real Estate Funds   February 2003 - April 2007
Lend Lease  2000 - 2003
Lockheed Martin  1999 - 2000

Skills
Commercial Real Estate, Lease Negotiations, Real Estate Transactions, Capital Budgeting, Operating Budgets, Asset Management, Disposition, Corporate Real Estate, Real Estate Development, Asset Managment, Leases, Acquisitions, Real Estate Economics, Property Management, Lease Administration, Valuation, Financial Analysis

Education
University of Florida - Warrington College of Business Administration   1994 — 1998
BSBA, Finance, Real Estate

Mallory McCormack Mallory McCormack Huntsville, Alabama Area Details
Mallory McCormack's Wells Real Estate Funds Experience August 2007 - August 2010
Job Project Assistant at Yulista Aviation, Inc.
Industry Aviation & Aerospace
Experience
Yulista Aviation, Inc.   February 2015 - Present
Alabama Robotics Technology Park Phase 2   January 2012 - February 2015
Calhoun Community College  August 2010 - December 2011
Wells Real Estate Funds   August 2007 - August 2010

Skills
Community Outreach, Microsoft Office, Microsoft Excel, Public Speaking, Budgets, Customer Service, Outlook, PowerPoint, Microsoft Word, Data Entry, Social Media, Marketing, QuickBooks, Microsoft Access, CRM, Training, Event Planning, Fundraising, Leadership, Event Management

Education
University of Mississippi   2013 — 2015
Master of Business Administration (M.B.A.), Professional MBA Program

University of North Alabama   2004 — 2007
Bachelor of Science, Communications

Patricia Morris Patricia Morris Greater Atlanta Area Details
Patricia Morris's Wells Real Estate Funds Experience 2003 - 2013
Job Managing Director of Asset Management at Accesso Partners
Industry Commercial Real Estate
Experience
Accesso Partners   January 2014 - Present
Wells Real Estate Funds   2003 - 2013
Prudential Real Estate  1995 - 2001
Travelers  1991 - 1994

Skills
Real Estate Economics, Commercial Real Estate, Due Diligence, Real Estate Transactions, Real Estate Development, Acquisitions, Corporate Real Estate, Asset Management, Disposition, Financial Analysis, Asset Managment, Valuation, Real Estate, Portfolio Management, Tenant, Leases, Lease Administration, Landlords, Lease Negotiations, Property Management, Alternative Investments, Investments, Investment Properties, Dispositions

Education
University of Mississippi
Bachelor of Business Administration (BBA)

Phylis Seman Phylis Seman Baltimore, Maryland Area Details
Phylis Seman's Wells Real Estate Funds Experience May 2012 - Present
Job Property Manager at Wells Real Estate Funds
Industry Commercial Real Estate
Experience
Wells Real Estate Funds   May 2012 - Present
Harbor East Management Group, LLC   July 2009 - April 2012
Artemis Properties   November 2006 - February 2009
Colliers Pinkard  November 2004 - October 2006
Atapco Properties   July 1988 - September 2004

Skills
Lease Administration, Tenant, Yardi, Landlord, Corporate Real Estate, Leases, Disposition, Lease Negotiations, Rent Roll, Shopping Centers, Yardi Voyager, Tenant Representation, CCIM, Tax Credits

Education
University of Baltimore   1982 — 1986
BS, Accounting

Lance Gause Lance Gause Greater Atlanta Area Details
Lance Gause's Wells Real Estate Funds Experience Financial AdvisorE*TRADE FinancialJune 2003 - November 2007
Job Assistant Vice President at Wells Real Estate Funds
Industry Financial Services
Experience
Wells Real Estate Funds   Financial AdvisorE*TRADE FinancialJune 2003 - November 2007

Education
University of Phoenix   2003 — 2004
MBA, Finance

The University of Georgia   1995 — 1999
BA, Communciations/ Marketing

Nathan Rachels Nathan Rachels Greater Atlanta Area Details
Nathan Rachels's Wells Real Estate Funds Experience 2000 - 2004
Job 1st Vice President at Inland Securities
Industry Financial Services
Experience
Inland  September 2004 - Present
Wells Real Estate Funds   2000 - 2004

Skills
Real Estate, Alternative Investments, Asset Management, Investments, Series 63, Series 7, Brokerage, Wealth Management, Securities, Retirement Planning, Portfolio Management, Mutual Funds, Due Diligence

Education
University of Alabama
Business/Public Relations

Wendell Carter Wendell Carter Canton, Georgia Details
Wendell Carter's Wells Real Estate Funds Experience 1993 - 2007
Job Executive Recruiter at NettWorth Advisor Group
Industry Financial Services
Experience
NettWorth Advisor Group   2011 - Present
Paledin Real Estate Investment Trust   2009 - 2011
AmREIT  2007 - 2009
Wells Real Estate Funds   1993 - 2007

Education
The University of Georgia
BS, Education

The University of Georgia
Master Degree, Counseling

University of Phoenix
MBA, Business

Rosalind Dorsey Rosalind Dorsey Atlanta, Georgia Details
Rosalind Dorsey's Wells Real Estate Funds Experience 2000 - 2012
Job Consultant/Project Manager at MillieTrained
Industry Financial Services
Experience
MillieTrained   January 2006 - Present
RockTenn  February 2013 - June 2013
Wells Real Estate Funds   2000 - 2012
Creative Loafing  August 1989 - August 1999
Phoenix New Times  September 1980 - April 1989
The Hartford  March 1973 - May 1977

Skills
FINRA, 401k, Retirement Planning, Finance, Securities, Program Management, Series 63, Series 7, Series 24, Employee Training, Mutual Funds, Investments, Series 6, Variable Annuities

Education
University of Illinois at Urbana-Champaign   1969 — 1973
BA, Sociology

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