Summit Strategies
Industry: Company
DescriptionFounded: 1995 Parent organization: Mercer LLC
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Summit Strategies Employees
Summit Strategies September 2006 - Present
Summit Strategies September 2006 - Present
Skills
Investments, Financial Modeling, Asset Management, Financial Analysis, Fixed Income, Alternative Investments, Portfolio Management, Microsoft Office, Equities, Research
Education
University of Missouri-Saint Louis
Bachelor's degree, Finance, General
Summit Strategies April 2013 - Present
Tarlton Realty, LLC December 2012 - Present
CBRE October 2008 - November 2012
GVA IPC, Commercial Real Estate 2003 - 2006
Skills
Leases, Brokerage, Corporate Real Estate, Real Estate, Location Intelligence, Real Estate Development, Disposition, Landlord, Real Estate Transactions, Tenant Representation, Real Estate Economics, Investments, Tenant, Investment Properties, Lease Negotiations, Property, Landlords
Education
Elon University 1997 — 2001
Bachelor of Science, Marketing and Communications
University of New South Wales 1998 — 1999
Clayton high school
High School
Financial Services June 2014 - Present
Summit Strategies April 2013 - May 2014
Financial Company July 2011 - April 2013
Wells Fargo Advisors May 2008 - December 2010
Skills
Financial Analysis, Database Design, Customer Support, Financial Reporting, Equities, Financial Modeling, Asset Management, Investments, Data Analysis, Analysis, Due Diligence, Bloomberg, Wealth Management, Hedge Funds, Risk Management, VBA, Valuation, Asset Allocation, Insurance, Access, Analytics, Capital Markets, Derivatives, Investment Strategies, Portfolio Management
Education
Indiana University Bloomington 2007 — 2011
Bachelor of Arts, Economics
Girls Preparatory School 2001 — 2007
BMO Harris Bank December 2012 - Present
BMO Harris Bank July 2012 - December 2012
Legal Aid August 2011 - December 2011
Summit Strategies January 2011 - August 2011
Wintrust Financial Corporation May 2008 - December 2010
Education
Saint Louis University 2008 — 2012
Bachelor of Science in Business Administration
Regent's University London 2010 — 2010
Buckingham Family of Financial Services January 2015 - Present
QRS Recycling April 2014 - January 2015
Summit Strategies September 2006 - March 2014
MasterCard 1998 - 2006
Boatmen's Trust Company 1993 - 1998
Education
Saint Louis University 1988 — 1992
Bachelor of Science in Business Administration
Summit Strategies May 2013 - Present
Wells Fargo Advisors June 2012 - May 2013
Morgan & Morgan Law Firm May 2010 - August 2010
Skills
Spanish, Financial Analysis, PowerPoint, Research, Microsoft Excel, Microsoft Office, Teamwork, Customer Service, Market Research, French, Public Speaking, Outlook, Bloomberg Terminal, Microsoft Word, Fluent in Spanish, Proficient in French, Proficient in Microsoft...
Education
University of Missouri-Saint Louis 2009 — 2012
Bachelors of Science, Finance and International Business
Summit Strategies September 2014 - Present
The Business Bank of St. Louis April 2012 - September 2014
MetLife June 2011 - April 2012
Kennedy Capital Management April 2010 - January 2011
Semester At Sea / ISE 2009 - 2009
Hater Paintball January 2006 - August 2007
Skills
Investments, Financial Analysis, Financial Modeling, Research, Credit, Insurance, Forecasting, Management, Valuation, PowerPoint, Excel
Education
Saint Louis University 2007 — 2011
Bachelor of Science, Economics, Finance, International Business
Semester at Sea
Summit Strategies June 2013 - Present
University of Missouri May 2012 - January 2013
Northwestern Mutual 2011 - 2012
Triad Bank 2010 - 2010
Skills
Financial Analysis, Microsoft Excel, Data Reconciliation, Report Writing, Stock Research, Technical Presentations, Finance, Data Analysis
Education
University of Missouri-Columbia 2010 — 2013
Finance & Banking, Senior
NISA Investment Advisors, L.L.C. May 2014 - Present
NISA Investment Advisors, L.L.C. June 2011 - May 2014
Summit Strategies February 2011 - May 2011
Wells Fargo Advisors April 2006 - May 2010
A.G. Edwards 2006 - 2009
Hilliard Lyons 2005 - 2006
Skills
Investments, Fixed Income Analysis, Microsoft Excel, Financial Reporting, Financial Modeling, Investment Strategies
Education
Saint Louis University 2010 — 2011
Master of Business Administration (MBA), Finance
Western Kentucky University 2000 — 2004
Bachelor of Science, Finance
Essilor March 2015 - Present
Essilor October 2012 - March 2015
Essilor of America December 2008 - October 2012
Educational Outfitters March 2004 - August 2008
SiteIQ March 2004 - July 2007
Summit Strategies 2000 - 2004
Skills
Sales, Product Launch, Capital Equipment, Medical Devices, Business Development, Coaching, Cross-functional Team..., Healthcare, Marketing Strategy, New Business Development, Product Development, Sales Management, Sales Presentations, Selling
Education
University of Arizona 1992 — 1999
BA, Communications/Psychology
Summit Strategies June 2014 - Present
Genworth Financial April 2011 - May 2014
US Treasury June 2007 - April 2011
US Securities and Exchange Commission February 2008 - May 2008
Skills
Economics, Analysis, Strategy
Education
Washington University in St. Louis 2006 — 2007
MA, Political Economy
University of Missouri-Columbia 2003 — 2006
BS, Economics
Summit Strategies Group March 2014 - Present
Summit Strategies July 2010 - Present
Boeing June 2004 - July 2010
Skills
Asset Management, Financial Modeling, Bloomberg, Equities, Asset Allocation, Portfolio Management, Fixed Income, Investments, Investment Strategies, Hedge Funds, Mutual Funds, Financial Analysis, Capital Markets, Data Analysis, Wealth Management, Analysis, Bloomberg Terminal, Visual Basic, CAD/CAM, Structural Engineering, Structural Analysis, CAD/CAM Software, Mechanical Engineering, Financial Risk, Risk Assessment, Risk Analysis, Market Risk, Composite Structures, Team Building, Team Leadership, Teamwork, Teamcenter, Unigraphics, Catia
Education
Washington University in St. Louis 2007 — 2009
Master of Science (MS), Finance
Saint Louis University 2005 — 2007
Master of Business Administration (MBA)
Washington University in St. Louis 2003 — 2004
Master of Science (MS), Mechanical Engineering
Washington University in St. Louis 1999 — 2003
Bachelor of Science (BS), Mechanical Engineering
WellCare Health Plans March 2014 - Present
WellCare September 2011 - March 2014
WellCare January 2011 - September 2011
Genentech, Inc. August 2010 - January 2011
Genentech February 2006 - August 2010
WellCare July 2003 - January 2006
Holland & Knight LLP January 1998 - July 2003
Summit Strategies May 2002 - January 2003
The Victory Group 1999 - 2000
Trinity College - Hartford 1984 - 1988
Skills
Public Policy, Medicaid, Public Affairs, Legislative Relations, Health Policy, Managed Care, Legislation, Healthcare Industry, Strategy, Policy Analysis, Policy, State Government, Medicare, Health Law, Medicare/Medicaid..., Health Care Reform, Coalitions, Medical Compliance, Government, Healthcare
Education
University of North Carolina at Chapel Hill 2013 — 2016
Dr.PH, Health Leadership
University of Maryland Baltimore 1991 — 1994
Master of Social Work (M.S.W.), Community Organizing and Social Administration
University of Maryland Baltimore 1990 — 1994
JD, Health Law
Trinity College-Hartford 1984 — 1988
BA, Religion and Political Science
Friends School Balitmore 1974 — 1984
Central Penn College June 2002 - Present
Summit Strategies 2000 - 2002
Sagebrush Corporation 1997 - 2000
Skills
Higher Education, Adult Education, Curriculum Design, Teaching, Computer Science, Networking, Network Security
Education
Northcentral University 2011 — 2015
DBA, Applied Computer Science
University of Pittsburgh 1978 — 1979
MLS, Library Science
Clarion University of Pennsylvania
Bachelor of Science, Library Science
HM Capital Management December 2014 - Present
Wittmond Hotel January 2011 - 2015
Summit Strategies December 2012 - December 2014
Summit Strategies December 2010 - December 2012
Summit Strategies April 2009 - December 2010
Saint Louis University May 2008 - May 2009
Centene Corporation September 2008 - April 2009
Smith Barney Consulting Group May 2005 - May 2008
Smith Barney Consulting Group June 2003 - May 2005
Prudential Investments January 2003 - May 2003
Skills
Investments, Asset Allocation, Financial Analysis, Financial Modeling, Portfolio Management, Asset Managment, Strategic Financial..., Series 7, Alternative Investments, Investment Advisory, Valuation, Fixed Income, Due Diligence, Investment Strategies, Risk Management, Mutual Funds, Investment Management, Wealth Management, Finance, Private Equity, Asset Management
Education
Saint Louis University 2008 — 2009
MBA, Finance
Saint Louis University 1999 — 2003
BSBA, Finance
Villa Duchesne / Oak Hill School 1995 — 1999
Summit Strategies December 2014 - Present
Commerce Bank April 2011 - December 2014
Commerce Bank February 2003 - April 2011
American Income Insurance October 2002 - January 2003
Skills
Team Building, Banking, Sales Presentations, Microsoft Office, Credit Cards, Sales Management, Credit, Customer Service, Loans, Insurance, Account Management, Training, Microsoft Excel, Social Networking, Leadership, Sales, Sales Process, Management, Customer Retention, New Business Development, Customer Satisfaction, Outlook, Investments
Education
Fontbonne University
B.S.B.A, Finance
Summit Strategies May 2013 - Present
Commerce Bank & Trust Company October 2012 - May 2013
Skills
Equities, Portfolio Management, Financial Analysis, Investments, Financial Modeling, Bloomberg, Microsoft Office, PowerPoint, Finance
Education
University of Missouri-Columbia, College of Business 2007 — 2011
BSBA, Finance, General
Ursuline Academy 2003 — 2007
Stonhard January 2015 - Present
F&S Produce, Inc. October 2013 - November 2014
Chick-fil-A Corporate January 2010 - October 2013
Summit Strategies December 2007 - January 2010
Interstate Aerials, LLC. July 2007 - December 2007
Sunbelt Rentals Corp – Pump & Power April 2005 - July 2007
Today’s Advantage Natural Foods March 2003 - April 2005
Pep Boys – Manny, Moe & Jack Corp January 1996 - April 2003
United State Navy May 1994 - June 2000
Skills
Sales, Hospitality, Inventory Management, Marketing, Operations Management, Lean Manufacturing, Leadership Development, Logistics Management, Budgeting
Education
University of Pennsylvania - The Wharton School
B. S, Business Administration
Drexel University
M.B.A, Finance
Summit Strategies July 2013 - April 2015
Aquent Contractor for MasterCard Worldwide April 2011 - June 2013
Pretzel Boy's January 2011 - April 2011
Hy Vee October 2009 - August 2010
Deja Vu Comedy Club April 2009 - July 2009
Phi Delta Theta Fraternity January 2008 - December 2008
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Finance, Analysis, Business Analysis, PowerPoint, Research, Microsoft Word, Investments, Data Analysis, Outlook, Financial Modeling, Matlab
Education
Washington University in St. Louis 2012 — 2014
Master of Science (MS), Finance, General
University of Missouri-Columbia 2006 — 2010
Bachelor of Science, Business Administration; Finance & Banking
Forrester Research November 2012 - Present
Gerson Lehrman Group September 2010 - November 2012
Gartner, Inc. February 2008 - April 2010
Gartner, Inc January 2006 - January 2008
Gartner October 2001 - January 2006
Gartner January 2005 - June 2005
Gartner February 2000 - October 2001
Gartner August 1996 - February 2000
Mentis Corporation September 1994 - October 1996
Summit Strategies August 1992 - August 1994
Skills
Management, Leadership, Sales, Go-to-market Strategy, Enterprise Software, Strategy, Solution Selling, Professional Services, Account Management, Mergers & Acquisitions, SaaS, Strategic Planning, CRM, Business Strategy, Strategic Leadership, Mergers, Start-ups, Telecommunications, Sales Process, Strategic Partnerships, Business Development, Selling, New Business Development, Business Planning, Salesforce.com, Direct Sales, Sales Force Development, Merger & Acquisition..., Visionary, Sales Management, Product Management, Lead Generation, ERP, Business Intelligence, Executive Management, Market Research, IT Strategy, Business Analysis, Competitive Analysis, Cloud Computing, Outsourcing, Unified Communications, Program Management, Management Consulting, Sales Enablement, Thought Leadership
Education
University of Rhode Island - College of Business Administration 1981 — 1985
BS
Ovum October 2005 - Present
Summit Strategies December 2000 - December 2002
Education
City University of New York-Hunter College 1983 — 1987
Summit Strategies May 2013 - Present
Education
Carleton College 1992 — 1996
Cardinal Investment Advisors, LLC September 2001 - Present
Summit Strategies February 1996 - September 2001
Price Waterhouse September 1989 - February 1996
11th Armored Cavalry Regiment, US Army Europe March 1983 - August 1987
Skills
Management, Investment Banking, Strategic Financial..., Financial Services, Insurance, Leadership, Financial Modeling, Hedge Funds, Financial Analysis, Asset Managment, Process Improvement, Asset Allocation, Strategic Planning, New Business Development, Portfolio Management, Customer Service, Alternative Investments, Equities, Mergers & Acquisitions, Private Equity, Due Diligence, Fixed Income, Capital Markets, Risk Management, Investments, Corporate Finance, Public Speaking, Investment Advisory, Asset Management, Investment Management, Securities, Mutual Funds, Wealth Management, Investment Strategies, Bonds, Trading
Education
Harvard Business School 1987 — 1989
MBA, Charlie's Kitchen
United States Military Academy at West Point 1978 — 1982
Bachelor of Science (B.S.), National Security and Public Affairs
Bold Organics May 2012 - Present
WU Skandalaris Student Venture Fund January 2012 - May 2012
Summit Strategies June 2011 - August 2011
Anders Minkler & Diehl LLP October 2004 - August 2010
Corporate Benefits Strategies June 2003 - September 2003
Skills
Financial Reporting, Audit, Internal Controls, Financial Analysis, Accounting, GAAP, Valuation, Business Valuation, Auditing, Due Diligence, Financial Management, Compliance, Management Consulting, Mergers, Quickbooks, Financial Modeling, Financial Accounting, Corporate Finance, Data Analysis, Excel, Venture Capital, Process Improvement, Small Business, Microsoft Office, Risk Management, Financial Audits, Mergers & Acquisitions, Microsoft Excel, Private Equity
Education
Washington University in St. Louis - Olin Business School 2010 — 2012
Master of Business Administration (M.B.A.), Finance, General
Purdue University - Krannert School of Management 2000 — 2004
BS, Accounting
Chaminade College Preparatory 1996 — 2000
High School Diploma
American Family Insurance January 2014 - Present
American Family Insurance January 2013 - January 2014
American Family Insurance August 2008 - May 2013
American Family Insurance February 2010 - May 2011
American Family Insurance Group August 2008 - February 2010
Cardinal Investment Advisors September 2001 - August 2008
Summit Strategies 2000 - September 2001
Asset Strategy Consulting February 1997 - March 2000
MMI Companies, Inc. 1985 - 1997
Atlantic Richfield October 1983 - August 1985
Skills
Investments, Investment Management, Insurance, Portfolio Management, Risk Management, Asset Management, Financial Modeling, Fixed Income, Financial Risk, Business Development, Strategic Financial..., Asset Managment, Valuation, Financial Analysis, Bonds, Venture Capital, Start-ups
Education
The University of Chicago Booth School of Business 1981 — 1983
MBA, Finance
Stanford University 1975 — 1979
BS, Mechanical Engineering
Atlanta Capital Management July 2007 - Present
Bank of America March 2004 - July 2007
Summit Strategies 2003 - 2004
Morningstar 1998 - 2001
Skills
Client Service, Alternative Investments, Fund Of Funds, Asset Management, Investment Advisory, Asset Managment, Financial Services, Investments, Mutual Funds, Investment Strategies, Equities, Portfolio Management, Hedge Funds, Equity Research, Bloomberg
Education
Washington University in St. Louis 2001 — 2003
MBA, Finance
Washington University in St. Louis - Olin Business School 2001 — 2003
MBA
Indiana University Bloomington 1992 — 1997
BS
Jesuit
Americans for Peace Prosperity and Security May 2015 - Present
Summit Strategies February 2009 - Present
Landslide Analytics June 2013 - Present
US Air Force Reserve February 2010 - Present
Charleston School of Law January 2011 - June 2014
The Citadel January 2011 - May 2014
Solitical July 2011 - January 2013
The Chertoff Group October 2009 - January 2013
U.S. Department of Homeland Security February 2008 - January 2009
The White House January 2007 - February 2008
Skills
Homeland Security, National Security, Government, Politics, Public Policy, Policy Analysis, Policy, Defense, Emergency Management, Federal Government, Military, International Relations, Counterterrorism, Political Consulting, Immigration Law, Government Contracting, Protection, Foreign Policy, Strategic Communications, Crisis Management, Legislative Relations, Public Affairs, Diplomacy, Disaster Response, Security, Political Campaigns, Program Management, Political Science, Intelligence, Kicking Ass, Grants, Intelligence Analysis
Education
University of Virginia School of Law
Doctor of Law (J.D.)
University of Richmond
Bachelor of Arts (B.A.)
Markit March 2013 - July 2013
Summit Strategies August 2012 - December 2012
Sequoia Capital July 2012 - July 2012
Welkin Capital Partners June 2012 - June 2012
Education
The University of Texas at Austin - Red McCombs School of Business 2013 — 2018
Doctor of Philosophy (Ph.D.), Finance, General
Washington University in St. Louis - Olin Business School 2011 — 2012
MS/Finance, Quantitative Finance
Hong Kong University of Science and Technology - School of Business and Management 2007 — 2011
BBA, Finance, Information Systems, Math
University of Pennsylvania - The Wharton School 2010 — 2010
Exchange, Finance, Statistics
Massachusetts Attorney General's Office April 1998 - Present
Eastern Massachusetts Literary Council June 1997 - January 1998
Social Justice for Women March 1995 - February 1997
Summit Strategies 1993 - 1994
WBZ-TV June 1991 - August 1991
Skills
Legal Research, Litigation, Legal Writing, Appeals, Civil Litigation, Government, Courts, Litigation Support, Proofreading, Public Relations, Editing, Word, Westlaw, Administrative Support, Typing, Telephone Skills, Notary Public, Fundraising, Nonprofits, Writing, Legal Assistance, Research, Non-profits, Microsoft Office, Outlook, Scheduling, Adobe Acrobat, Documentation, Interviewing, Public Speaking, Databases, Legal Documents, Hiring, New Hire Training, Press Releases, Office Management, Event Planning, Transcription, Legal Issues
Education
Suffolk University 1994 — 1997
MA, Communications
Hofstra University 1988 — 1992
BA, English; Comm
Northeastern University
Certification, Paralegal Studies
Winthrop High School
Commonwealth of Massachusetts April 1998 - Present
Self Employed Freelance Writer May 1992 - Present
Eastern Massachusetts Literary Council June 1997 - January 1998
Social Justice for Women, Inc. March 1995 - February 1997
Summit Strategies 1993 - 1994
WBZ-TV June 1991 - August 1991
Skills
Magazines, Journalism, Public Relations, Microsoft Office, Proofreading, Editing, Databases, Fundraising, Grant Writing, Litigation, Non-profits, Newsletters, Research, Word, Writing, Legal Writing, Legal Research, Fiction Writing, Flash Fiction, Poetry, Government, Event Planning, Nonprofits
Education
Suffolk University 1994 — 1997
MA, Communications
Hofstra University 1988 — 1992
BA, English/Communications
Immunophotonics Inc March 2015 - Present
Upaya Pharmaceuticals June 2014 - March 2015
Bailey Southwell & Co. July 2014 - September 2014
EnduraGraft August 2013 - January 2014
Summit Strategies June 2013 - August 2013
Mizzou Investment Fund January 2013 - May 2013
Missouri Business Alert January 2012 - August 2012
GateHouse Media March 2010 - May 2011
Columbia Missourian January 2008 - May 2008
Skills
Leadership, Analysis, Editing, Interviews, Microsoft Excel, Financial Analysis, Competitive Analysis, Entrepreneurship, Public Relations, Business Planning, Social Media, Research, Writing, Financial Reporting, Business Strategy, Start-ups, Strategic Planning, Blogging, Public Speaking, Microsoft Office, Newspaper, Finance, Storytelling, Management, Strategy, Data Analysis, Marketing, PowerPoint, Project Management, Consulting, Customer Service, Social Networking, Social Media Marketing, Market Research, Marketing Strategy, Business Analysis
Education
University of Missouri-Columbia 2012 — 2013
Master of Business Administration (M.B.A.), Finance, 3.7
University of Missouri-Columbia 2004 — 2009
Bachelors, Journalism, 3.5
Summit Strategies October 2012 - Present
American Equity Mortgage October 2006 - September 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, ProVal, VBA, SQL, R, Financial Modeling
Education
Southern Illinois University, Carbondale 2000 — 2005
B.S. Degree, Finance and Business Economics