Bio
Experience
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Kaufman Capital Partners
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Atlanta, Georgia
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Senior Vice President
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Jul 2013 - Present
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Atlanta, Georgia
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President & Broker
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Aug 1994 - May 2015
Commercial real estate brokerage, development and consulting firm specializing in Metro Atlanta’s urban markets. Expertise in retail, office, land and mixed-use development projects.
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Deutsche Bank Securities
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Atlanta Georgia
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Private Wealth Management
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Sep 2011 - Jul 2013
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Atlanta Georgia
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Vice President
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May 2009 - Jun 2011
As a financial advisor, I worked with affluent individuals and families, foundations and institutions to meet their long term investment goals and objectives through comprehensive wealth planning and investment strategies. I worked closely with clients and their professional advisors to address a wide range of investment matters including tax, trust and estate planning, concentrated stock positions, and the sale of privately held businesses.
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Vice President
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May 2009 - Jun 2011
Vice President and Financial Advisor with Bernstein Global Wealth Management, a Unit of AllianceBernstein.
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Managing Partner
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Aug 2002 - May 2009
Avondale Capital focused on the acquisition, syndication and asset management of commercial real estate opportunities, with an emphasis on the re-development and re-positioning of commercial mixed-use projects in Atlanta's urban markets.
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VP, Business Development
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Jan 2001 - Jan 2002
E-marketing software product and services firm. Led the firm’s business development channel partner efforts.
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VP, Business Development
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Sep 1999 - Oct 2000
Start-up Internet strategy, architecture, creative, design and development firm. Managed the business development group’s Direct Sales team and led the firm’s networking, market awareness & lead generation efforts.
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VP Leasing
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Mar 1989 - Aug 1994
Responsible for new business development while also retaining customer base of 300 + tenants in order to achieve/maintain high levels of occupancy and stable recurring revenue streams. Also, provided market research, budgeting and financial analyses for leasing dept and ownership entities.
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Staff Accountant-CPA/Senior Staff Consultant
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Sep 1986 - Mar 1989
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Education
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1981 - 1986The Ohio State University
B.S. - Bus Adm, Marketing & Accounting - double major
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