Orlando, Fla.-based CNL Financial Group has named Tracy Schmidt its enterprise chief financial officer and chief operating officer. Schmidt, who joined CNL in 2004, previously served as the company’s chief financial officer. In his new role, Schmidt will oversee the company’s financial affairs and provide strategic and tactical leadership across CNL’s operating platforms. Before joining CNL, he served as senior vice president and chief financial officer for FedEx Express.
Holly Greer has been promoted to chief legal officer. In her new role Greer, who joined CNL’s legal team in 2006, oversees all of the legal, regulatory and compliance functions for the company. She previously served as general counsel to the firm’s four non-traded REITs. Prior to joining CNL, she spent seven years in private legal practice, primarily at the law firm of Lowndes, Drosdick, Doster, Kantor & Reed, P.A.
Brian Lee has been hired as national sales manager. Lee will oversee the company’s efforts to promote the wholesale distribution of, and raise capital for, the non-traded investment products distributed through CNL’s multi-product platform. Lee has more than 25 years of experience in the asset management and broker-dealer space. He previously worked at Invesco, where he served as the national sales director for the independent advisor division. He has also worked for firms such as Shearson, Raymond James Financial Inc. and Harris Investment Management.
CNL Financial Group is a private investment management firm providing global real estate and alternative investments.
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