Summit Advisory Group
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Summit Advisory Group Employees
Employee
Years
Job
Industry
Troy Derksen Troy Derksen's Summit Advisory Group Experience October 2007 - November 2008
Job Global Product Manager ↔ Market Innovation Through Collaboration at Laird
Industry Electrical/Electronic Manufacturing
Experience
Laird June 2014 - Present
Laird Technologies April 2010 - June 2014
Accelerated Technology Laboratories, Inc March 2009 - March 2010
Vallon, LLC January 2009 - March 2009
Summit Advisory Group October 2007 - November 2008
Fulfillment Systems, Inc. January 2007 - October 2007
RSM McGladrey May 2006 - January 2007
New Horizons of Minnesota May 2005 - May 2006
The Bergquist Company July 1998 - April 2005
Skills
Product Development, Contract Negotiation, Leadership, Business Development, Strategy, Cross-functional Team..., Marketing, Forecasting, Sales Management, Product Marketing, Product Management, Sales, Training, Manufacturing, Project Management, Process Improvement, Team Leadership, Program Management, Management, CRM, Six Sigma, Customer Satisfaction, New Business Development, Competitive Analysis
Education
Bethel University 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
Bethel University 2008 — 2010
B.A., Business Management, 4.0
University of Minnesota Duluth 1996 — 1997
Chemical Engineering
Laird June 2014 - Present
Laird Technologies April 2010 - June 2014
Accelerated Technology Laboratories, Inc March 2009 - March 2010
Vallon, LLC January 2009 - March 2009
Summit Advisory Group October 2007 - November 2008
Fulfillment Systems, Inc. January 2007 - October 2007
RSM McGladrey May 2006 - January 2007
New Horizons of Minnesota May 2005 - May 2006
The Bergquist Company July 1998 - April 2005
Skills
Product Development, Contract Negotiation, Leadership, Business Development, Strategy, Cross-functional Team..., Marketing, Forecasting, Sales Management, Product Marketing, Product Management, Sales, Training, Manufacturing, Project Management, Process Improvement, Team Leadership, Program Management, Management, CRM, Six Sigma, Customer Satisfaction, New Business Development, Competitive Analysis
Education
Bethel University 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
Bethel University 2008 — 2010
B.A., Business Management, 4.0
University of Minnesota Duluth 1996 — 1997
Chemical Engineering
Spencer England Spencer England's Summit Advisory Group Experience May 2015 - August 2015
Job Intern at Summit Advisory Group
Industry Financial Services
Experience
Summit Advisory Group May 2015 - August 2015
David H. England, CPA & Consulting, PLLC April 2014 - January 2015
Renasant Bank June 2014 - June 2014
Skills
Critical Thinking, Leadership, Setting and achieving..., Communicating clearly, Marketing, Organizational..., Thinking logically and..., Working effectively..., Creativity, Conscientious and..., Responsible, Honesty
Education
Haslam College of Business at the University of Tennessee 2014 — 2017
Finance and Financial Management Services
Martin Methodist College 2013 — 2014
Finance and Financial Management Services
The Ensworth School 2009 — 2013
Summit Advisory Group May 2015 - August 2015
David H. England, CPA & Consulting, PLLC April 2014 - January 2015
Renasant Bank June 2014 - June 2014
Skills
Critical Thinking, Leadership, Setting and achieving..., Communicating clearly, Marketing, Organizational..., Thinking logically and..., Working effectively..., Creativity, Conscientious and..., Responsible, Honesty
Education
Haslam College of Business at the University of Tennessee 2014 — 2017
Finance and Financial Management Services
Martin Methodist College 2013 — 2014
Finance and Financial Management Services
The Ensworth School 2009 — 2013
Bud Gray Bud Gray's Summit Advisory Group Experience April 2014 - Present
Job Financial Representative at Summit Advisory Group
Industry Financial Services
Experience
Summit Advisory Group April 2014 - Present
Insurance and Planning Solutions January 2009 - Present
Direct Comp Rx 2006 - 2007
DaVita 2005 - 2006
Gambro April 2002 - October 2005
RSKCo 1996 - 2002
Shoney's Inc. July 1993 - June 1996
Nortel Networks September 1982 - July 1993
Education
University of Georgia - Terry College of Business 1981 — 1982
Master of Business Administration (M.B.A.), Risk Management and Insurance
University of Georgia - Terry College of Business 1977 — 1981
Bachelor of Business Administration (B.B.A.), Risk Management and Insurance
Westminster Christian High School 1973 — 1977
Summit Advisory Group April 2014 - Present
Insurance and Planning Solutions January 2009 - Present
Direct Comp Rx 2006 - 2007
DaVita 2005 - 2006
Gambro April 2002 - October 2005
RSKCo 1996 - 2002
Shoney's Inc. July 1993 - June 1996
Nortel Networks September 1982 - July 1993
Education
University of Georgia - Terry College of Business 1981 — 1982
Master of Business Administration (M.B.A.), Risk Management and Insurance
University of Georgia - Terry College of Business 1977 — 1981
Bachelor of Business Administration (B.B.A.), Risk Management and Insurance
Westminster Christian High School 1973 — 1977
Laura Toomer Laura Toomer's Summit Advisory Group Experience April 2015 - Present
Job I help people find money that they maybe loosing unknowingly or unnecessarily.
Industry Financial Services
Experience
Summit Advisory Group April 2015 - Present
MassMutual Financial Group March 2015 - April 2015
Skills
Insurance, Finance, Securities, Financial Services, Term Life Insurance, Licensed Life Insurance..., Annuity Sales, Portfolio Management, Financial Planners, Whole Life, Series 65, Retirement Planning, Permanent Life Insurance, Qualified Retirement..., Strategic Financial..., Retirement Savings, Financial Advisory, 403 b, Asset Protection, Investment Advisory, Retirement Plan..., Income Protection, Personal Financial..., Charitable Gift Planning, Universal Life, Analysis, FINRA, Wealth Management..., Underwriting, Licensed in Long Term..., 401(k) Rollovers, Key person protection, Section 79 Life..., Retirement, Disability Insurance
Education
Colby College
Bachelor's degree, History
Summit Advisory Group April 2015 - Present
MassMutual Financial Group March 2015 - April 2015
Skills
Insurance, Finance, Securities, Financial Services, Term Life Insurance, Licensed Life Insurance..., Annuity Sales, Portfolio Management, Financial Planners, Whole Life, Series 65, Retirement Planning, Permanent Life Insurance, Qualified Retirement..., Strategic Financial..., Retirement Savings, Financial Advisory, 403 b, Asset Protection, Investment Advisory, Retirement Plan..., Income Protection, Personal Financial..., Charitable Gift Planning, Universal Life, Analysis, FINRA, Wealth Management..., Underwriting, Licensed in Long Term..., 401(k) Rollovers, Key person protection, Section 79 Life..., Retirement, Disability Insurance
Education
Colby College
Bachelor's degree, History
Karl Rothhaar's Summit Advisory Group Experience March 2014 - Present
Job Associate at Summit Advisory Group
Industry Financial Services
Experience
Summit Advisory Group March 2014 - Present
The Teague Group 2013 - 2014
The Teague Group 2013 - 2013
Staples 1998 - October 2012
Staples January 1998 - January 2012
TJ Maxx – Massachusetts January 1995 - January 1998
Office Max January 1991 - January 1995
Marshalls – Massachusetts & Rhode Island January 1977 - January 1991
Skills
Sales, Sales Process, Team Building, Customer Service, Operations Management, Account Management, Investments, B2B, Survivorship, Disability Insurance, Estate Planning..., Marketing Strategy, Marketing, Selling, New Business Development
Education
Butler University
Bachelor of Science (B.S.), Business Administration and Management, General
Butler University
Bachelor of Science Degree, Business Administration
Northside
Northside
Summit Advisory Group March 2014 - Present
The Teague Group 2013 - 2014
The Teague Group 2013 - 2013
Staples 1998 - October 2012
Staples January 1998 - January 2012
TJ Maxx – Massachusetts January 1995 - January 1998
Office Max January 1991 - January 1995
Marshalls – Massachusetts & Rhode Island January 1977 - January 1991
Skills
Sales, Sales Process, Team Building, Customer Service, Operations Management, Account Management, Investments, B2B, Survivorship, Disability Insurance, Estate Planning..., Marketing Strategy, Marketing, Selling, New Business Development
Education
Butler University
Bachelor of Science (B.S.), Business Administration and Management, General
Butler University
Bachelor of Science Degree, Business Administration
Northside
Northside
Morgan Daniels Smith's Summit Advisory Group Experience December 2014 - June 2015
Job Marketing Coordinator, School of Graduate & Continuing Studies
Industry Higher Education
Experience
Trevecca Nazarene University July 2015 - Present
Summit Advisory Group December 2014 - June 2015
Hendrix Business Systems June 2014 - December 2014
Carolina Weekly Newspaper Group August 2013 - May 2014
Carolina Weekly Newspaper Group October 2011 - July 2013
Skills
AP Style, Copy Editing, Newspapers, Journalism, Feature Articles, Press Releases, Editing, Media Relations, News Writing, Storytelling, Social Media, Blogging, Ap Style, Newspaper, Research, Editorial, Online Journalism
Education
Trevecca Nazarene University 2007 — 2011
Bachelor's degree, Mass Communication, Journalism
Trevecca Nazarene University July 2015 - Present
Summit Advisory Group December 2014 - June 2015
Hendrix Business Systems June 2014 - December 2014
Carolina Weekly Newspaper Group August 2013 - May 2014
Carolina Weekly Newspaper Group October 2011 - July 2013
Skills
AP Style, Copy Editing, Newspapers, Journalism, Feature Articles, Press Releases, Editing, Media Relations, News Writing, Storytelling, Social Media, Blogging, Ap Style, Newspaper, Research, Editorial, Online Journalism
Education
Trevecca Nazarene University 2007 — 2011
Bachelor's degree, Mass Communication, Journalism
John C. Gibson, CLU, ChFC John C. Gibson, CLU, ChFC's Summit Advisory Group Experience January 2005 - Present
Job Summit Advisory Group President
Industry Insurance
Experience
Summit Advisory Group January 2005 - Present
National Life Group March 2014 - Present
Education
Southeastern Louisiana University 1979 — 1983
Marketing
The American College
CLU, ChFC
Summit Advisory Group January 2005 - Present
National Life Group March 2014 - Present
Education
Southeastern Louisiana University 1979 — 1983
Marketing
The American College
CLU, ChFC
Ty Draper's Summit Advisory Group Experience May 2015 - Present
Job Financial Consultant at Summit Advisory Group
Industry Financial Services
Experience
Summit Advisory Group May 2015 - Present
AXA Advisors June 2013 - May 2015
Merri-Hill Construction, Inc. January 2006 - January 2013
Skills
Public Speaking, Customer Service, Life Insurance, New Business Development, Team Building, Sales, Series 7, Health Insurance, Series 63, Variable Annuities, Variable Life, Marketing, Small Business, Insurance, Estate Planning, Disability Insurance, Investments, Term Life Insurance, Retirement, Fixed Annuities, Long-term Care, Retirement Planning, Strategic Financial..., Mutual Funds, Long Term Care Insurance, Securities, Wealth Management, Employee Benefits, Asset Management, Finance, Portfolio Management, Financial Analysis, Risk Management, 401k, IRAs
Education
Cumberland University 1992 — 1996
Bachelor of Science (BS), Pre-Law Studies
University of Tennessee-Knoxville 1991 — 1992
Engineering
Cumberland University
Master of Business Administration (MBA)
Summit Advisory Group May 2015 - Present
AXA Advisors June 2013 - May 2015
Merri-Hill Construction, Inc. January 2006 - January 2013
Skills
Public Speaking, Customer Service, Life Insurance, New Business Development, Team Building, Sales, Series 7, Health Insurance, Series 63, Variable Annuities, Variable Life, Marketing, Small Business, Insurance, Estate Planning, Disability Insurance, Investments, Term Life Insurance, Retirement, Fixed Annuities, Long-term Care, Retirement Planning, Strategic Financial..., Mutual Funds, Long Term Care Insurance, Securities, Wealth Management, Employee Benefits, Asset Management, Finance, Portfolio Management, Financial Analysis, Risk Management, 401k, IRAs
Education
Cumberland University 1992 — 1996
Bachelor of Science (BS), Pre-Law Studies
University of Tennessee-Knoxville 1991 — 1992
Engineering
Cumberland University
Master of Business Administration (MBA)
Chip Campbell's Summit Advisory Group Experience April 2015 - Present
Job I help people find money they may be losing unknowingly and unnecessarily.
Industry Investment Management
Experience
Summit Advisory Group April 2015 - Present
Western & Southern Life December 2013 - April 2015
Four Seasons Sales & Service, Inc July 2008 - September 2013
American Sun Systems, Inc November 1995 - July 2008
Teledial America/LCI International January 1993 - November 1995
Skills
Marketing, Management, Coaching, Team Building, Customer Service, Sales, Entrepreneurship, Leadership, Marketing Strategy, Small Business, Training, Strategic Planning, Sales Operations, Cold Calling, Selling, Sales Management, Account Management, Direct Sales
Education
Lenoir-Rhyne University 1988 — 1992
Bachelor’s Degree, Business Administration
Ragsdale High School
Summit Advisory Group April 2015 - Present
Western & Southern Life December 2013 - April 2015
Four Seasons Sales & Service, Inc July 2008 - September 2013
American Sun Systems, Inc November 1995 - July 2008
Teledial America/LCI International January 1993 - November 1995
Skills
Marketing, Management, Coaching, Team Building, Customer Service, Sales, Entrepreneurship, Leadership, Marketing Strategy, Small Business, Training, Strategic Planning, Sales Operations, Cold Calling, Selling, Sales Management, Account Management, Direct Sales
Education
Lenoir-Rhyne University 1988 — 1992
Bachelor’s Degree, Business Administration
Ragsdale High School
Michelle Ebert's Summit Advisory Group Experience June 2006 - March 2010
Job Senior Associate Customer, Consumer, and Market Insights at 3M
Industry Market Research
Experience
3M August 2015 - Present
3M June 2013 - August 2015
3M January 2013 - June 2013
3M February 2008 - January 2013
Summit Advisory Group June 2006 - March 2010
Vector Wealth Management March 2008 - December 2009
Profit Builder Network December 2006 - January 2007
Rinnovare, Inc. 2007 - 2007
Local Entrepreneurs - Ripon, WI September 2004 - December 2006
Ayers & Riehm, P.A. June 2005 - August 2005
Skills
Competitive Analysis, Market Research, Competitive Intelligence, Marketing Strategy, Marketing, Focus Groups, Leadership, Business Strategy, Project Management, Business Development, Business Intelligence, Secondary Research, Market Assessments, Consulting, Entrepreneurship, Strategic Planning, Business Process..., Business Planning, Synthesizing Information, Customer Insights, Focus Group Moderator, Recruiting, Strategy, Market Analysis, Cross-functional Team..., Product Development, Analysis
Education
Ripon College 2003 — 2007
Bachelor's, Business Administration
3M August 2015 - Present
3M June 2013 - August 2015
3M January 2013 - June 2013
3M February 2008 - January 2013
Summit Advisory Group June 2006 - March 2010
Vector Wealth Management March 2008 - December 2009
Profit Builder Network December 2006 - January 2007
Rinnovare, Inc. 2007 - 2007
Local Entrepreneurs - Ripon, WI September 2004 - December 2006
Ayers & Riehm, P.A. June 2005 - August 2005
Skills
Competitive Analysis, Market Research, Competitive Intelligence, Marketing Strategy, Marketing, Focus Groups, Leadership, Business Strategy, Project Management, Business Development, Business Intelligence, Secondary Research, Market Assessments, Consulting, Entrepreneurship, Strategic Planning, Business Process..., Business Planning, Synthesizing Information, Customer Insights, Focus Group Moderator, Recruiting, Strategy, Market Analysis, Cross-functional Team..., Product Development, Analysis
Education
Ripon College 2003 — 2007
Bachelor's, Business Administration
Katie Birthler, SPHR's Summit Advisory Group Experience 2005 - 2009
Job Founder & President of KTB Resources Ltd.
Industry Human Resources
Experience
KTB Resources April 1995 - Present
Summit Advisory Group 2005 - 2009
Skills
Employee Engagement, Performance Management, Human Resources, Talent Management, HR Consulting, Employee Relations, Talent Acquisition, Hiring, Workforce Planning, Employee Benefits, Deferred Compensation, Onboarding, Strategy, Personnel Management, Benefits Administration, HRIS, New Hire Orientations, Labor Relations, HR Policies, Career Development, HR Transformation, FMLA, Organizational..., Employer Branding, Succession Planning, Applicant Tracking..., Strategic HR
Education
University of Minnesota-Twin Cities 1976 — 1986
KTB Resources April 1995 - Present
Summit Advisory Group 2005 - 2009
Skills
Employee Engagement, Performance Management, Human Resources, Talent Management, HR Consulting, Employee Relations, Talent Acquisition, Hiring, Workforce Planning, Employee Benefits, Deferred Compensation, Onboarding, Strategy, Personnel Management, Benefits Administration, HRIS, New Hire Orientations, Labor Relations, HR Policies, Career Development, HR Transformation, FMLA, Organizational..., Employer Branding, Succession Planning, Applicant Tracking..., Strategic HR
Education
University of Minnesota-Twin Cities 1976 — 1986
Mark Malinowski's Summit Advisory Group Experience December 1998 - May 2002
Job Owner MBM Financial Services
Industry Management Consulting
Experience
Chesapeake Business Advisors June 2004 - Present
MBM Financial Services May 2002 - Present
Grace Fellowship Church of Ephrata March 2002 - February 2013
Summit Advisory Group December 1998 - May 2002
Quaker Valley Foods December 1991 - December 1998
Cogen Sklar May 1989 - December 1991
Fishbein & Company, P.C. January 1988 - May 1989
Skills
Financial Analysis, Accounting, Auditing, Business Planning, Leadership, Financial Reporting, Budgets, Finance, Management
Education
Rutgers University – Camden 1983 — 1987
BA, Accounting
Chesapeake Business Advisors June 2004 - Present
MBM Financial Services May 2002 - Present
Grace Fellowship Church of Ephrata March 2002 - February 2013
Summit Advisory Group December 1998 - May 2002
Quaker Valley Foods December 1991 - December 1998
Cogen Sklar May 1989 - December 1991
Fishbein & Company, P.C. January 1988 - May 1989
Skills
Financial Analysis, Accounting, Auditing, Business Planning, Leadership, Financial Reporting, Budgets, Finance, Management
Education
Rutgers University – Camden 1983 — 1987
BA, Accounting