Summer Street Advisors, LLC
Address: 15 Ketchum St, Westport, CT 06880 Hours: Closed ⋅ Opens 9AM Mon SaturdayClosedSundayClosedMonday9AM–5:30PMTuesday9AM–5:30PMWednesday9AM–5:30PMThursday9AM–5:30PMFriday9AM–5:30PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (203) 293-4844Website: : : : Place name: Category: : : : Website: http://summerstreetre.com/ Category: Business management consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Summer Street Advisors Posting publicly on the Web Write a review Reviews 2 Google reviews
Summer Street Advisors, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Summer Street Advisors, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Summer Street Advisors, LLC Employees
Voya Investment Management February 2014 - Present
Clark Dodge & Co July 2013 - January 2014
Summer Street Advisors, LLC January 2012 - May 2012
Mount Kisco Wines & Spirits July 2010 - May 2012
Skills
Investments, Valuation, Mutual Funds, Portfolio Management, Asset Management, Fixed Income, Equities
Education
Sacred Heart University 2008 — 2012
Bachelor of Science (BS), Economics and Finance
Fox Lane High School 2004 — 2008
Summer Street Advisors, LLC June 2015 - Present
Husky Sport August 2014 - May 2015
Seymour Recreation Department November 2009 - January 2015
Seymour Recreation Department May 2012 - August 2014
Skills
Event Planning, Social Media, Microsoft Word, Teamwork, Public Speaking, Leadership, Microsoft Excel, Finance, Teaching, Work Ethic, Microsoft Office, Real Estate
Education
The University of Connecticut School of Business 2011 — 2015
Bachelor of Science in Business, Finance
University of Connecticut
Titan Advisors June 2015 - Present
The Stanwich Club March 2010 - August 2015
IBM January 2014 - June 2014
Summer Street Advisors, LLC September 2013 - December 2013
Skills
Microsoft Office, PowerPoint, Financial Analysis, Microsoft Excel, Windows, Microsoft Word, Lotus Notes, Teamwork, Photoshop, Cognos, Essbase, Management, Time Management
Education
The University of Connecticut 2011 — 2015
Undergraduate, Financial Management, 3.68
National University of Singapore 2014 — 2014
Business Exchange Program
Greenwich High School 2008 — 2011
Graduate, Interest in Finance/Accounting, 3.3
Wells Fargo Securities June 2015 - August 2015
Summer Street Advisors, LLC September 2014 - December 2014
Albert Fried & Company July 2014 - August 2014
Education
Fairfield University 2012 — 2016
Bachelor's Degree, Finance
Chaminade High School 2008 — 2012
High School Diploma
Women's Enterprise Development Center Inc. July 2014 - August 2014
Summer Street Advisors, LLC June 2013 - August 2013
National Republican Senatorial Committee September 2012 - November 2012
Scarsdale Village April 2011 - June 2011
Skills
Politics, Research, Public Speaking, Public Policy, Microsoft Excel, Social Media, Fundraising, Nonprofits, Market Research, Editing, PowerPoint, Microsoft Word, Statistical Analysis..., Event Planning, Non-profits, Public Relations, Lease Abstracts, Portfolio Management, Commercial Real Estate, Bloomberg Terminal, Due Diligence, Client Relations
Education
Hobart and William Smith Colleges 2011 — 2015
Bachelor of Arts (B.A.), Economics, Public Policy
Hobart and William Smith Colleges 2011 — 2015
Bachelor of Arts (B.A.), Economics, Public Policy
PwC January 2014 - Present
PwC May 2014 - August 2014
Marks Paneth & Shron LLP February 2012 - January 2014
Summer Street Advisors, LLC July 2011 - September 2011
Mezzapelle and associates, LLC December 2008 - February 2009
Skills
Tax, Financial Analysis, Auditing, Financial Modeling, Microsoft Excel, Corporate Tax, PowerPoint, Corporate Finance, State Tax, Financial Accounting, Accounting, Income Tax, US GAAP, Investments, Tax Preparation, Leadership, External Audit, Tax Research, International Tax, GAAP, Financial Statements, Financial Statement..., Financial Reporting, Valuation, Internal Controls
Education
The University of Connecticut School of Business 2007 — 2011
Bachelor of Science (BS), Buisness-Finance
University of Connecticut 2007 — 2011
Bachelor of Science (B.S.), Finance, General
aloysius high school
aloysius high school
Aetna October 2014 - Present
UBS Wealth Management September 2013 - May 2014
Comcast June 2013 - August 2013
Summer Street Advisors, LLC January 2013 - May 2013
Financial Marketing Group September 2012 - December 2012
Skills
Microsoft Office, Word, Excel, PowerPoint, Exceptional..., Group Work, Budgets, Financial Markets, Microsoft Excel, Investments, Market Research, Valuation, Mutual Funds, Microsoft Word
Education
Fairfield University 2011 — 2014
Bachelor of Science (B.S.), Finance, General
Rhodes Associates June 2015 - Present
Town of Westport - Representative Town Meeting December 2011 - Present
Keller Augusta Partners October 2013 - June 2015
Summer Street Advisors, LLC January 2013 - October 2013
Concord Realty, LLC 2009 - December 2012
ARCH REsource, LLC May 2009 - July 2011
Apollo Real Estate Advisors June 2008 - December 2008
NewStar Financial December 2007 - January 2008
New City Corporation 2005 - 2007
merrill lynch 1996 - 2005
Skills
Investment Properties, Real Estate Development, Investments, Real Estate Economics, Real Estate, Asset Managment, Finance, Asset Management, Portfolio Management, Due Diligence, Underwriting, Commercial Real Estate, Valuation, Investors, Softball, Loans, CMBS, Management, Acquisitions, Credit Analysis, Financial Structuring
Education
University of Maryland College Park 1983 — 1987
BS, Accounting
Guggenheim Partners June 2015 - Present
Summer Street Advisors, LLC January 2015 - April 2015
Global Sage June 2014 - August 2014
AXA Advisors March 2014 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Public Speaking, Time Management, Research, Access, Leadership, Investments, Financial Analysis
Education
Fordham University 2012 — 2016
Bachelor of Science (B.S.), Applied Accounting & Finance
Heythrop College, U. of London 2014 — 2014
Bachelor of Science (B.S.), Applied Accounting & Finance
Clarkstown North High School 2008 — 2012
Ladenburg Thallman Asset Management September 2014 - December 2014
Summer Street Advisors, LLC June 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Market Research, Data Analysis, Critical Thinking, Real Estate, Spreadsheets, Sales, Leadership, Portfolio Management, Management
Education
Fairfield University 2011 — 2015
Bachelor’s Degree, Finance, Cum Laude
Bancroft School, Worcester, MA 2002 — 2011
Institut Américain Universitaire
French
J.P. Morgan July 2015 - Present
IBM September 2014 - June 2015
IBM July 2013 - August 2014
Summer Street Advisors, LLC May 2012 - August 2012
UConn Daily Campus September 2011 - May 2012
Northwestern Mutual May 2010 - May 2011
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Analysis, Access, Financial Reporting, TM1, VBA, Financial Forecasting, Mortgage Analytics, Pivot Tables, Business Database..., Data Mining, Process Improvement, Spreadsheet Modeling, Oracle SQL, SQL, Financial Planning, Visual Basic Programming, Financial Variance..., Visual Basic, Essbase, Brio Query, Budget Analysis, Cognos, HTML, CSS, Variance Analysis, Budget Process, Budget Forecasts, QMF, CWA, Process Implementation, Lotus Notes, Business Software...
Education
The University of Connecticut 2010 — 2013
Business, Finance
Ready Capital Structured Finance 2015 - Present
Summer Street Advisors, LLC 2015 - Present
Skills
Real Estate, Commercial Real Estate, Financial Modeling, Valuation, Due Diligence, Mergers & Acquisitions, Finance, Corporate Finance, Forecasting, Private Equity, Financial Markets, DCF, Analysis, Negotiation, Financial Structuring, Credit Risk, Hedge Funds, Banking, Real Estate Transactions, Structured Finance, Derivatives, Credit, Real Estate Financing, Loans, Cash Flow, Real Estate Investor
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
MBA
ESADE Business & Law School 2004 — 2004
MBA Exchange
University at Albany, SUNY 1996 — 2000
BS
Simpson Housing 2011 - Present
Summer Street Advisors, LLC August 2010 - April 2011
Minerva, LLC September 2009 - August 2010
GE Capital January 2005 - February 2009
GE Real Estate January 2000 - January 2005
GE Real Estate March 1998 - December 1999
GE Real Estate September 1996 - February 1998
KPMG Peat Marwick March 1992 - August 1996
Education
Central Connecticut State University 1983 — 1987
BS, Accounting
The Chefs Warehouse March 2014 - Present
The Chefs Warehouse March 2013 - March 2014
Summer Street Advisors, LLC 2010 - 2012
Amper Investment Banking 2005 - 2009
Beechtree Capital 2000 - 2005
Bridgewater Associates 1999 - 2000
Bridgewater Associates 1996 - 1999
MIT Research Reactor Laboratory 1992 - 1996
Skills
Mergers, Valuation, Financial Modeling, Strategy, Private Equity, Finance, Due Diligence, Securities, Portfolio Management, Business Development, Mergers & Acquisitions, Business Analysis, Venture Capital, Emerging Markets, Investments, Investment Banking
Education
Massachusetts Institute of Technology 1991 — 1996
Bachelor of Science, Electrical Engineering
Summer Street Advisors, LLC June 2015 - Present
The Set Shop June 2013 - August 2013
Quercus March 2011 - September 2011
Skills
Sports, PowerPoint, Microsoft Word, Microsoft Excel, Athletics, Microsoft Office, Sports Management, Social Media, Event Planning, Team Leadership, Teamwork
Education
Sacred Heart University 2013 — 2017
Bachelor of Business Administration (B.B.A.), Economics, Finance
Ryerson University 2011 — 2015
Business, Management, Marketing, and Related Support Services
Queen's University 2012 — 2013
Art/Art Studies, General
Equinox May 2014 - Present
BNY Mellon March 2013 - May 2014
Summer Street Advisors, LLC November 2012 - February 2013
Northwestern Mutual December 2011 - June 2012
NLS-Eco Management December 2010 - November 2011
Skills
Microsoft Office, Risk Management, Leadership, Strategic Planning, Marketing, Due Diligence, Financial Analysis, Real Estate, Microsoft Excel, PowerPoint, Microsoft Word, Valuation, Analysis, Banking, Investments, Finance, Market Research, Business Strategy, Business Development, Strategy, Forecasting, Financial Modeling
Education
The University of Connecticut School of Business 2012 — 2013
Master's degree, Financial Risk Management, 3.8/4.0
Florida International University - College of Business Administration 2008 — 2012
Bachelor of Business Administration (B.B.A.), International Business
State Street September 2014 - Present
Summer Street Advisors, LLC December 2013 - May 2014
Northwestern Mutual May 2013 - August 2013
Muzzioli and Associates May 2012 - August 2012
Below the Rim May 2011 - August 2011
Boston Warriors January 2008 - April 2011
Skills
Microsoft Excel, Financial Modeling, Research, Finance, Investments, PowerPoint, Teamwork, Leadership, Bloomberg, Valuation, Financial Forecasting, Portfolio Management
Education
Sacred Heart University 2010 — 2014
Bachelor's Degree, Finance and Economics
Belmont High School 2006 — 2010
Diploma
Morgan Stanley May 2015 - Present
Fordham University September 2012 - May 2015
Summer Street Advisors, LLC January 2015 - April 2015
Zerve May 2014 - August 2014
St. Margaret's Parish June 2011 - August 2012
The Learning Tree International Kindergarten January 2012 - May 2012
Skills
PowerPoint, Microsoft Word, Public Speaking, Leadership, Microsoft Excel, Research, Teamwork, Time Management, Microsoft Office, Spanish, Event Planning, Planning & Execution of..., Critical Thinking, Statistics, Financial Modeling, Bloomberg Terminal
Education
Fordham University 2012 — 2016
Bachelor of Science (BS), Finance, General
Xavier High School 2008 — 2012
High School Diploma
Deutsche Bank March 2015 - Present
LLBH Private Wealth Management LLC January 2014 - August 2014
Summer Street Advisors, LLC May 2013 - August 2013
Skills
Microsoft Excel,..., Microsoft Office, Social Media, Public Speaking, Market Research, Financial Modeling, Social Networking, Facebook, Lease Abstracts, Loans, Portfolio Management, Valuation, Proposal Writing, Report Writing, Investments, Leases
Education
Hobart and William Smith Colleges 2012 — 2016
Bachelor of Arts (B.A), Economics
New Canaan High School
The Blackstone Group June 2015 - Present
The Blackstone Group June 2014 - September 2014
Summer Street Advisors, LLC September 2013 - December 2013
Lighthouse Lacrosse June 2011 - September 2012
Skills
Argus Modeling, Investran, PowerPoint, Microsoft Excel, Finance, Microsoft Office, Microsoft Word, Photoshop, Marketing, Financial Modeling, Facebook, Social Media, Research, Illustrator, Sales, Start-ups, Microsoft PowerPoint, Adobe Photoshop, Adobe Illustrator, Skype, Smooth Jazz
Education
Fairfield University 2013 — 2015
Bachelor's degree, International Business and Finance
Drexel University - College of Business and Administration 2011 — 2013
IMG Academies 2010 — 2011
St. Anthony's High School (NY) 2007 — 2011
JPMorgan Chase & Co. June 2015 - Present
Fairfield University September 2014 - May 2015
Summer Street Advisors, LLC September 2014 - December 2014
J.P. Morgan May 2014 - August 2014
Morgan Stanley June 2013 - August 2013
T1 Media June 2012 - June 2013
Skills
Finance, Investments, Research, Portfolio Management, Equity Valuation, Financial Modeling, Fixed Income Analysis, Financial Markets, Portfolio Performance..., Commercial Real Estate, Valuation, Investment Management, Equity Research, Mutual Funds, Investment Banking, Teamwork, Private Banking, Asset Management, Argus Modeling, Commercial Real Estate..., Financial Analysis
Education
Fairfield University 2011 — 2015
Bachelor of Science, Charles F. Dolan School of Business, Major: Finance, Minor: Economics
The Governor's Academy 2007 — 2011
High School Diploma
Weston High School 2006 — 2007
AIG 2009 - Present
Summer Street Advisors, LLC 2008 - 2009
TIAA-CREF 1987 - 2008
Skills
Securities, Corporate Law, Due Diligence, Investment Banking, Investment Management, Investments, Loans, Management, Negotiation, Structured Products
Education
Cornell Law School 1980 — 1983
JD
Vanderbilt University 1976 — 1980
BA
GE Capital Real Estate December 2012 - Present
The Golf Consulting Group, LLC February 2009 - November 2012
Active Management, Inc. February 2009 - November 2012
Summer Street Advisors, LLC February 2009 - June 2010
GE Capital October 2003 - February 2009
PricewaterhouseCoopers August 2001 - October 2003
The Golf Consulting Group, LLC 1995 - 2001
Golf Realty Advisors 1995 - 1999
Skills
Valuation, Financial Risk, Six Sigma, Due Diligence, Financial Analysis, Financial Modeling, Asset Managment, Investments, Real Estate, Risk Management, Mergers, Real Estate Development, Strategic Planning, Strategic Financial..., Portfolio Management, Finance, Market Analysis, Asset Management, Corporate Finance, Commercial Real Estate, Loans, Property, Mergers & Acquisitions, Leadership, Management Consulting, Private Equity, Investment Properties, Management, Underwriting, Contract Negotiation
Education
Miami University 1983 — 1987
BS, Finance
Miami University 1983 — 1987
BS, Organizational Administration
Summer Street Advisors, LLC February 2009 - Present
GE Capital Corporation - Real Estate 2003 - 2009
Turing Capital 2000 - 2002
FINOVA Capital Corporation 1995 - 2000
Chemical Bank 1992 - 1995
The Chase Manhattan Bank 1986 - 1992
Skills
Portfolio Management, Risk Management, Appraisals, Transaction Management, Valuation, Due Diligence, Real Estate Economics, Investments, Real Estate, Asset Managment, Financial Modeling, Mezzanine, Loans, Acquisitions, Financial Structuring, Real Estate Financing, Asset Management, Underwriting, Capital Markets, Commercial Real Estate, Financial Analysis, Private Equity, Debt Restructuring, Credit Analysis, Loan Origination, Equities, Mergers & Acquisitions, Finance, Credit, Real Estate Transactions, Corporate Finance, Strategy, Real Estate Development, Banking, Investment Properties, Joint Ventures, Disposition, Funding, Brokerage, Commercial Mortgages, Venture Capital, Restructuring, Real Estate Private..., Alternative Investments, Structured Finance, Private Placements, Investment Banking, Capital, Leveraged Finance, Investor Relations
Education
Fordham Gabelli School of Business 1992 — 1995
MBA, Finance
Salve Regina University 1982 — 1986
BA/BS, Economics and Political Science
Southport Athletic Club August 2010 - Present
Summer Street Advisors, LLC January 2015 - May 2015
Sacred Heart University, Theatre Arts Program April 2014 - April 2015
Roger Ludlowe Middle School May 2010 - June 2010
Skills
Financial Analysis, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Management, Leadership
Education
Sacred Heart University 2010 — 2015
Bachelor’s Degree, FInance, Senior
Makemeok July 2014 - Present
Summer Street Advisors, LLC July 2012 - February 2014
Summer Street Advisors, LLC June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, PowerPoint, Microsoft Word, Risk Management, Investments, Business Analysis, Valuation, Due Diligence
Education
Sacred Heart University 2010 — 2012
Bachelor of Science (B.S.), Finance
Norwalk Community College 2007 — 2009
Summer Street Advisors, LLC September 2009 - April 2010
GE Real Estate July 2005 - September 2008
NYU Stern School of Business February 2001 - July 2005
Matrixworks Technologies December 1998 - December 2000
Education
New York University - Leonard N. Stern School of Business 2002 — 2005
MBA, Finance, Management
Syracuse University 1994 — 1998
BS, Finance, Information Systems
Bagel Boys Cafes September 2004 - Present
Summer Street Advisors, LLC June 2012 - Present
DraftKings, Inc. March 2014 - August 2014
Daily Joust January 2011 - July 2013
Red Ventures April 2011 - May 2012
Summer Street Advisors, LLC December 2009 - November 2010
GE Real Estate August 2007 - September 2008
GE Real Estate July 2005 - October 2007
GE Real Estate June 2000 - June 2005
GE Real Estate October 1997 - June 2000
Skills
Due Diligence, Valuation, Portfolio Management, Leadership, Marketing, Analysis, Finance, Online Marketing, Strategic Financial..., Sales Operations, Restructuring, Equities, Asset Managment, Management, Financial Modeling, New Business Development, Financial Analysis, Business Strategy
Education
University of North Carolina at Chapel Hill 1985 — 1989
BA, Economics
Neshaminy High School
First Midwest Bank December 2013 - Present
Summer Street Advisors, LLC 2011 - 2013
AAR CORP. 2006 - 2011
Wells Fargo 2003 - 2006
GE Capital Real Estate 1995 - 2003
Skills
Due Diligence, Portfolio Management, Loans, Real Estate, Structured Finance, Mergers & Acquisitions, Risk Management, Underwriting, Restructuring, Equities, Financial Risk, Joint Ventures, Real Estate Economics, Valuation, Financial Modeling, Mezzanine, Commercial Real Estate, Capital Markets, Finance
Education
Bradley University
B.S, Accounting
Interactive Brokers January 2015 - Present
Summer Street Advisors, LLC July 2014 - August 2014
ING August 2011 - August 2011
Citi March 2011 - May 2011
Skills
Bloomberg Terminal, Portfolio Management, Microsoft Excel, Microsoft Word, Securities, Microsoft Outlook, Financial Analysis, PowerPoint, Financial Modeling
Education
Fairfield University 2013 — 2015
Master's Degree, Finance, General
Beijing International Studies University 2009 — 2013
BS, Marketing Management