Summit Brokerage
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Summit Brokerage Employees
Employee
Years
Job
Industry
Stacy Saporito Stacy Saporito's Summit Brokerage Experience 1991 - 1995
Job National Sales Manager at Les Boulangers Associes
Industry Food & Beverages
Experience
Les Boulangers Associes August 1995 - Present
Summit Brokerage 1991 - 1995
Summit Brokerage 1991 - 1995
Skills
Food Service, Food, Grocery, Food Industry, Key Account Management, Menu Development, National Accounts, Ingredients, Key Account Development, Gourmet, Catering, Food Safety, Frozen Food, Income Statement, Sales Operations, Wine, Food & Beverage, Forecasting, Distributors, Consumer Products, Sales Management, Restaurants, P&L Management, Pricing, Culinary Skills, Purchasing, Profit, Market Planning, FMCG, IRI, Banquets, Seafood, Retail, Meat, Beverage Industry, Trade Marketing, Bakery, Direct Store Delivery, Restaurant Management, Wholesale, Beer, Private Label, Shopper Marketing, Food Processing, Alcoholic Beverages, Flavors, Food Science, Spectra, Wine Tasting, HACCP
Education
Sunset H.S. 1973 — 1979
University of Oregon
Les Boulangers Associes August 1995 - Present
Summit Brokerage 1991 - 1995
Summit Brokerage 1991 - 1995
Skills
Food Service, Food, Grocery, Food Industry, Key Account Management, Menu Development, National Accounts, Ingredients, Key Account Development, Gourmet, Catering, Food Safety, Frozen Food, Income Statement, Sales Operations, Wine, Food & Beverage, Forecasting, Distributors, Consumer Products, Sales Management, Restaurants, P&L Management, Pricing, Culinary Skills, Purchasing, Profit, Market Planning, FMCG, IRI, Banquets, Seafood, Retail, Meat, Beverage Industry, Trade Marketing, Bakery, Direct Store Delivery, Restaurant Management, Wholesale, Beer, Private Label, Shopper Marketing, Food Processing, Alcoholic Beverages, Flavors, Food Science, Spectra, Wine Tasting, HACCP
Education
Sunset H.S. 1973 — 1979
University of Oregon
Brian Scerbo's Summit Brokerage Experience August 2008 - June 2010
Job Senior Account Manager at Project One, Inc. (BScerbo@Project1.com)
Industry Information Technology and Services
Experience
Project One, Inc. September 2010 - Present
Summit Brokerage August 2008 - June 2010
Westrock Advisors January 2006 - August 2008
Joseph Stevens February 2005 - January 2006
Skills
Management, Project Management, Business Analysis, Account Management, Business Intelligence, Investments, Scrum, Management Consulting, Mobile Applications, Market Research, Product Management, CSS, CRM, New Business Development, Internet Recruiting, Mergers & Acquisitions, Java, Contract Recruitment, User Experience, Recruiting, SaaS, Technical Recruiting, Outsourcing, Training, Cold Calling, jQuery, C#, Sales Management, PHP, Finance, Mergers, Applicant Tracking..., Analysis, Analytics, SDLC, Consulting
Education
Montclair State University 2001 — 2004
Bachelors, Business Management
Pace University 2000 — 2001
North Arlington High School 1997 — 2000
Project One, Inc. September 2010 - Present
Summit Brokerage August 2008 - June 2010
Westrock Advisors January 2006 - August 2008
Joseph Stevens February 2005 - January 2006
Skills
Management, Project Management, Business Analysis, Account Management, Business Intelligence, Investments, Scrum, Management Consulting, Mobile Applications, Market Research, Product Management, CSS, CRM, New Business Development, Internet Recruiting, Mergers & Acquisitions, Java, Contract Recruitment, User Experience, Recruiting, SaaS, Technical Recruiting, Outsourcing, Training, Cold Calling, jQuery, C#, Sales Management, PHP, Finance, Mergers, Applicant Tracking..., Analysis, Analytics, SDLC, Consulting
Education
Montclair State University 2001 — 2004
Bachelors, Business Management
Pace University 2000 — 2001
North Arlington High School 1997 — 2000
Bill Mendel, CFP ® Bill Mendel, CFP ®'s Summit Brokerage Experience November 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
Summit Brokerage November 2011 - Present
Skills
Financial Planning, Retirement Planning, Series 7, Wealth Management, Insurance, Investments, 401k, Strategic Financial...
Education
Rockhurst University 1989 — 1993
MBA
The University of Texas at Austin 1981 — 1985
BS, Mechanical Engineering
Summit Brokerage November 2011 - Present
Skills
Financial Planning, Retirement Planning, Series 7, Wealth Management, Insurance, Investments, 401k, Strategic Financial...
Education
Rockhurst University 1989 — 1993
MBA
The University of Texas at Austin 1981 — 1985
BS, Mechanical Engineering
Alison Janke's Summit Brokerage Experience April 2011 - Present
Job Financial Advisor at Summit Brokerage Services, Inc.
Industry Financial Services
Experience
Summit Brokerage April 2011 - Present
Wells Fargo Advisors/ Wachovia Securities February 2007 - March 2011
Morgan Keegan & Company Inc June 2001 - February 2007
Appalachian State University December 1997 - May 2001
Tweetsie Railroad April 2000 - November 2000
Central Carolina Bank May 1999 - January 2000
Skills
Investment Strategies, Retirement, Investments, Securities, Financial Advisory, Estate Planning, Investment Advisory, Retirement Planning, Mutual Funds, Series 7, Series 63, Fixed Annuities, Wealth Management, Strategic Financial..., 401k
Education
Appalachian State University 1997 — 2001
Bachelor of Science, Finance & Banking and Marketing
Summit Brokerage April 2011 - Present
Wells Fargo Advisors/ Wachovia Securities February 2007 - March 2011
Morgan Keegan & Company Inc June 2001 - February 2007
Appalachian State University December 1997 - May 2001
Tweetsie Railroad April 2000 - November 2000
Central Carolina Bank May 1999 - January 2000
Skills
Investment Strategies, Retirement, Investments, Securities, Financial Advisory, Estate Planning, Investment Advisory, Retirement Planning, Mutual Funds, Series 7, Series 63, Fixed Annuities, Wealth Management, Strategic Financial..., 401k
Education
Appalachian State University 1997 — 2001
Bachelor of Science, Finance & Banking and Marketing
Kristy Kelson's Summit Brokerage Experience February 2008 - February 2010
Job Bid and Contract Specialist Food Services of America
Industry Food & Beverages
Experience
Food Services of America February 2010 - Present
Summit Brokerage February 2008 - February 2010
McDonald Wholesale March 2006 - February 2008
Skills
Detail Oriented, Leader, Trainer, Manage, Analyze, Sales, Analysis, Consult, Committed, Deliver, Organized, Motivated, Structured, Management, Sales Operations, Forecasting, Leadership, Food, Key Account Management, Sales Presentations, Marketing, Trade Shows, Key Account Development, Market Planning, Income Statement, National Accounts, Grocery, Merchandising, Time Management, Pricing, Food Service, Profit, Structured Finance, Inventory Management, P&L Management, Selling, P, Catering
Education
Lane Community College 1988 — 2002
Thurston High School 1988 — 1991
Food Services of America February 2010 - Present
Summit Brokerage February 2008 - February 2010
McDonald Wholesale March 2006 - February 2008
Skills
Detail Oriented, Leader, Trainer, Manage, Analyze, Sales, Analysis, Consult, Committed, Deliver, Organized, Motivated, Structured, Management, Sales Operations, Forecasting, Leadership, Food, Key Account Management, Sales Presentations, Marketing, Trade Shows, Key Account Development, Market Planning, Income Statement, National Accounts, Grocery, Merchandising, Time Management, Pricing, Food Service, Profit, Structured Finance, Inventory Management, P&L Management, Selling, P, Catering
Education
Lane Community College 1988 — 2002
Thurston High School 1988 — 1991
Denise Morton Denise Morton's Summit Brokerage Experience October 2008 - October 2009
Job Director of Sales at Carmel Mission Inn
Industry Hospitality
Experience
Carmel Mission Inn June 2012 - Present
Inn at Morro Bay September 2010 - June 2012
Summit Brokerage October 2008 - October 2009
Shred-it May 2006 - June 2008
Alsco May 2005 - June 2006
CO-WORKS January 2001 - January 2005
Skills
Dynamic, Sales Management, Catering Sales, Event Management, Event Planning, Contract Negotiation, Direct Sales, Social Networking, Social Media Marketing, Fundraisers, Catering, Hospitality Industry, Hospitality, Trade Shows, Hospitality Management, Banquets, Hotels, Resorts, Customer Satisfaction, Food & Beverage, Restaurants, Food, Pre-opening, Sales, Meeting Planning, Revenue Analysis, Hotel Management, Convention Services, Yield Management, Tourism, Incentives, Corporate Events, Hotel Booking, Property Management..., Revenue Forecasting, Leisure, Front Office, Lodging, Menu Development, Travel Management
Education
Portland State University 2000 — 2002
Bachelor of Science (B.S.), Communication, Liberal Studies
Carmel Mission Inn June 2012 - Present
Inn at Morro Bay September 2010 - June 2012
Summit Brokerage October 2008 - October 2009
Shred-it May 2006 - June 2008
Alsco May 2005 - June 2006
CO-WORKS January 2001 - January 2005
Skills
Dynamic, Sales Management, Catering Sales, Event Management, Event Planning, Contract Negotiation, Direct Sales, Social Networking, Social Media Marketing, Fundraisers, Catering, Hospitality Industry, Hospitality, Trade Shows, Hospitality Management, Banquets, Hotels, Resorts, Customer Satisfaction, Food & Beverage, Restaurants, Food, Pre-opening, Sales, Meeting Planning, Revenue Analysis, Hotel Management, Convention Services, Yield Management, Tourism, Incentives, Corporate Events, Hotel Booking, Property Management..., Revenue Forecasting, Leisure, Front Office, Lodging, Menu Development, Travel Management
Education
Portland State University 2000 — 2002
Bachelor of Science (B.S.), Communication, Liberal Studies
Beau Faust Beau Faust's Summit Brokerage Experience November 2010 - January 2012
Job Owner/Designer at BF Designs & Solutions
Industry Wholesale
Experience
BF Designs & Solutions August 2012 - Present
Summit Brokerage November 2010 - January 2012
Food Services of America January 2007 - November 2010
Larry's Markets December 1999 - September 2006
Eaglequest/Family Golf Centers March 1997 - December 1999
Pro Golf Discount March 1990 - March 1997
BDM International November 1989 - September 1991
US Army September 1981 - November 1989
Skills
Merchandising, Budgets, Outlook, Microsoft Excel, PowerPoint, Microsoft Word, Training, Staff Development, P&L Analysis, Retail, Management, Microsoft Office, Income Statement, Sales, Customer Service, Menu Development, Food Service, Food, Purchasing, Inventory Management, Sales Operations, Account Management, Key Account Management, Profit, Sales Management, Forecasting, Team Building, Grocery, Key Account Development, New Business Development, Pricing, P&L Management, Hiring, Wholesale, Restaurants, Market Planning, Trade Shows, Food Industry, Leadership, Private Label, Product Development, Inventory Control, Negotiation, Food & Beverage, Strategic Planning, Consumer Products, Customer Satisfaction, Food Safety, P&L, National Accounts
Education
Creighton University 1984 — 1984
Dental Lab Tech
BF Designs & Solutions August 2012 - Present
Summit Brokerage November 2010 - January 2012
Food Services of America January 2007 - November 2010
Larry's Markets December 1999 - September 2006
Eaglequest/Family Golf Centers March 1997 - December 1999
Pro Golf Discount March 1990 - March 1997
BDM International November 1989 - September 1991
US Army September 1981 - November 1989
Skills
Merchandising, Budgets, Outlook, Microsoft Excel, PowerPoint, Microsoft Word, Training, Staff Development, P&L Analysis, Retail, Management, Microsoft Office, Income Statement, Sales, Customer Service, Menu Development, Food Service, Food, Purchasing, Inventory Management, Sales Operations, Account Management, Key Account Management, Profit, Sales Management, Forecasting, Team Building, Grocery, Key Account Development, New Business Development, Pricing, P&L Management, Hiring, Wholesale, Restaurants, Market Planning, Trade Shows, Food Industry, Leadership, Private Label, Product Development, Inventory Control, Negotiation, Food & Beverage, Strategic Planning, Consumer Products, Customer Satisfaction, Food Safety, P&L, National Accounts
Education
Creighton University 1984 — 1984
Dental Lab Tech
Kevin Fell's Summit Brokerage Experience November 2006 - June 2008
Job CEO, The McLean Group, Inc.
Industry Financial Services
Experience
The McLean Group, Inc. March 2009 - Present
Summit Brokerage November 2006 - June 2008
Skills
Series 7, Series 63, Investment Advisory, Hedge Funds, Financial Planners, Brokerage, Equities, 401k, IRAs, Mutual Funds, Finance, Relationship Management, Alternative Investments, Portfolio Management, ETFs, Uniform Combined State..., Retirement, Series 6, Fixed Income, Life Insurance, Insurance, Long-term Care, Strategic Financial..., Financial Advisory, Recruiting, Investment Strategies, Estate Planning, Financial Services, FINRA, Securities, Fixed Annuities, Wealth Management, Retirement Planning, Asset Allocation, Bonds, Asset Management, Investments
Education
Florida Atlantic University
The McLean Group, Inc. March 2009 - Present
Summit Brokerage November 2006 - June 2008
Skills
Series 7, Series 63, Investment Advisory, Hedge Funds, Financial Planners, Brokerage, Equities, 401k, IRAs, Mutual Funds, Finance, Relationship Management, Alternative Investments, Portfolio Management, ETFs, Uniform Combined State..., Retirement, Series 6, Fixed Income, Life Insurance, Insurance, Long-term Care, Strategic Financial..., Financial Advisory, Recruiting, Investment Strategies, Estate Planning, Financial Services, FINRA, Securities, Fixed Annuities, Wealth Management, Retirement Planning, Asset Allocation, Bonds, Asset Management, Investments
Education
Florida Atlantic University
Jeff Crick's Summit Brokerage Experience March 2006 - September 2006
Job Sales and Marketing Director at Vercingetorix VX Vineyard
Industry Paper & Forest Products
Experience
Vercingetorix VX Vineyard October 2014 - Present
Advantage Sales & Marketing January 2014 - Present
KENCO NW November 2006 - September 2011
Summit Brokerage March 2006 - September 2006
GEORGIA-PACIFIC - Headquarters January 2001 - July 2005
FORT HOWARD PAPER CORPORATION January 1995 - January 2001
Automated Office Systems January 1993 - January 1995
Xerox January 1984 - January 1993
Skills
Sales Management, New Business Development, Key Account Development, Management, Sales Operations, Sales, Marketing, Cold Calling, Customer Service, Customer Retention, Key Account Management, Account Management, Forecasting, B2B, Pricing, Direct Sales, Food, Selling, Purchasing, Sales Presentations, Inventory Management, Income Statement, National Accounts, Trade Shows, Market Planning, Sales Process, Retail, Product Development, Competitive Analysis, P&L Management, Merchandising, Grocery, P&L, Team Building, Budgets, Marketing Strategy, Cross-functional Team...
Education
San Francisco State University
BACHELOR OF ARTS, Broadcast Communications
Vercingetorix VX Vineyard October 2014 - Present
Advantage Sales & Marketing January 2014 - Present
KENCO NW November 2006 - September 2011
Summit Brokerage March 2006 - September 2006
GEORGIA-PACIFIC - Headquarters January 2001 - July 2005
FORT HOWARD PAPER CORPORATION January 1995 - January 2001
Automated Office Systems January 1993 - January 1995
Xerox January 1984 - January 1993
Skills
Sales Management, New Business Development, Key Account Development, Management, Sales Operations, Sales, Marketing, Cold Calling, Customer Service, Customer Retention, Key Account Management, Account Management, Forecasting, B2B, Pricing, Direct Sales, Food, Selling, Purchasing, Sales Presentations, Inventory Management, Income Statement, National Accounts, Trade Shows, Market Planning, Sales Process, Retail, Product Development, Competitive Analysis, P&L Management, Merchandising, Grocery, P&L, Team Building, Budgets, Marketing Strategy, Cross-functional Team...
Education
San Francisco State University
BACHELOR OF ARTS, Broadcast Communications
David Menegus's Summit Brokerage Experience October 2009 - Present
Job Independent Financial Advisor at Summit Brokerage
Industry Financial Services
Experience
Summit Brokerage October 2009 - Present
Health Education Research Systems, LLC December 2003 - Present
UBS June 2006 - September 2009
UBS Financial Services May 1989 - December 2000
Education
Thomas College 1982 — 1985
MBA, Business
Thomas College 1981 — 1985
BS, Computer Information Systems
Summit Brokerage October 2009 - Present
Health Education Research Systems, LLC December 2003 - Present
UBS June 2006 - September 2009
UBS Financial Services May 1989 - December 2000
Education
Thomas College 1982 — 1985
MBA, Business
Thomas College 1981 — 1985
BS, Computer Information Systems
Kari Asadorian's Summit Brokerage Experience April 2004 - August 2008
Job Experienced Regional Sales Manager in Foodservice Industry
Industry Food & Beverages
Experience
Eco Products February 2010 - July 2012
Sysco Seattle April 2008 - February 2010
Summit Brokerage April 2004 - August 2008
Education
University of Washington, Michael G. Foster School of Business 1994 — 1996
Master of Business Administration (M.B.A.), Markleting
The Ohio State University
BS, Nursing
Eco Products February 2010 - July 2012
Sysco Seattle April 2008 - February 2010
Summit Brokerage April 2004 - August 2008
Education
University of Washington, Michael G. Foster School of Business 1994 — 1996
Master of Business Administration (M.B.A.), Markleting
The Ohio State University
BS, Nursing
Jennifer Cobos's Summit Brokerage Experience October 2002 - June 2004
Job Quality Assurance at Tillamook County Creamery Association
Industry Dairy
Experience
Tillamook County Creamery Association June 2004 - Present
Summit Brokerage October 2002 - June 2004
Snell & Wilmer October 2001 - October 2002
Skills
Dairy Products, Regulatory Guidelines, Food Labelling, Genesis, Dairy, Microsoft Office, Food Industry, Outlook, Food Technology, Food Science, Food Processing, Coaching, Microsoft Word, Food Safety, PowerPoint, Microsoft Excel, Inventory Management, Product Development, HACCP, Food Manufacturing, Supply Chain Management, Customer Service, Food, Continuous Improvement, Food Microbiology, Consumer Products, GMP, Lean Manufacturing, ISO 22000, Ingredients, Quality Assurance, SQF, GFSI, Allergens, Manufacturing, Cross-functional Team..., FMCG, Sensory Evaluation, Quality System, Food Chemistry, BRC, Supervisory Skills, Cheese, Supply Chain, Process Engineering, Software Documentation, Grocery, Excel, Word, ePowerCenter
Education
University of Phoenix 2009 — 2011
BS, Business Management
Phoenix College 1998 — 2001
AAS, Legal Studies
Tillamook County Creamery Association June 2004 - Present
Summit Brokerage October 2002 - June 2004
Snell & Wilmer October 2001 - October 2002
Skills
Dairy Products, Regulatory Guidelines, Food Labelling, Genesis, Dairy, Microsoft Office, Food Industry, Outlook, Food Technology, Food Science, Food Processing, Coaching, Microsoft Word, Food Safety, PowerPoint, Microsoft Excel, Inventory Management, Product Development, HACCP, Food Manufacturing, Supply Chain Management, Customer Service, Food, Continuous Improvement, Food Microbiology, Consumer Products, GMP, Lean Manufacturing, ISO 22000, Ingredients, Quality Assurance, SQF, GFSI, Allergens, Manufacturing, Cross-functional Team..., FMCG, Sensory Evaluation, Quality System, Food Chemistry, BRC, Supervisory Skills, Cheese, Supply Chain, Process Engineering, Software Documentation, Grocery, Excel, Word, ePowerCenter
Education
University of Phoenix 2009 — 2011
BS, Business Management
Phoenix College 1998 — 2001
AAS, Legal Studies