SUMMIT CAPITAL
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SUMMIT CAPITAL Employees
Employee
Years
Job
Industry
Rich Carlson Rich Carlson's SUMMIT CAPITAL Experience September 2009 - March 2010
Job Regional Director at InterContinental Hotels Group
Industry Hospitality
Experience
InterContinental Hotels Group May 2012 - Present
Red Lion Hotels Corporation March 2010 - May 2012
Summit Capital September 2009 - March 2010
Marriott International April 2006 - March 2009
IESG Hotel Partners January 1999 - October 2002
Chartwell Leisure January 1996 - March 1998
Forte Hotels July 1990 - January 1996
Skills
Brand Development, Hotels, Strategic Planning, Real Estate, Franchising, Hospitality Industry, Lodging, Real Estate Development, Hospitality, Business Strategy, Team Leadership, Strategic Leadership, Franchise Relations, Franchisee Management, Real Estate Investment, Executive Management, Sales, Business Planning, Investment Properties, Management, Hotel Management, Yield Management, Leadership, Income Statement, Business Development, Contract Negotiation, Budgets, Food & Beverage, Revenue Analysis, Hospitality Management, Resorts, New Business Development, Location Intelligence, Catering, Pre-opening, Training, Marketing Strategy, Investments, Operations Management, Entrepreneurship, Sales Management, Tourism, Restaurants, Opening Hotels, Customer Satisfaction, Leisure, Property Management..., Hiring, P
Education
United States Air Force Academy
Bachelor’s Degree, Bachelor of Science Behavioral Science
University of Arizona
Systems and Industrial Engineering
InterContinental Hotels Group May 2012 - Present
Red Lion Hotels Corporation March 2010 - May 2012
Summit Capital September 2009 - March 2010
Marriott International April 2006 - March 2009
IESG Hotel Partners January 1999 - October 2002
Chartwell Leisure January 1996 - March 1998
Forte Hotels July 1990 - January 1996
Skills
Brand Development, Hotels, Strategic Planning, Real Estate, Franchising, Hospitality Industry, Lodging, Real Estate Development, Hospitality, Business Strategy, Team Leadership, Strategic Leadership, Franchise Relations, Franchisee Management, Real Estate Investment, Executive Management, Sales, Business Planning, Investment Properties, Management, Hotel Management, Yield Management, Leadership, Income Statement, Business Development, Contract Negotiation, Budgets, Food & Beverage, Revenue Analysis, Hospitality Management, Resorts, New Business Development, Location Intelligence, Catering, Pre-opening, Training, Marketing Strategy, Investments, Operations Management, Entrepreneurship, Sales Management, Tourism, Restaurants, Opening Hotels, Customer Satisfaction, Leisure, Property Management..., Hiring, P
Education
United States Air Force Academy
Bachelor’s Degree, Bachelor of Science Behavioral Science
University of Arizona
Systems and Industrial Engineering
Edward Piazza Edward Piazza's SUMMIT CAPITAL Experience 2002 - 2008
Job President at Titan Funding, LLC
Industry Financial Services
Experience
Titan Funding January 2014 - Present
PNC Mortgage June 2012 - December 2013
First Choice Loan Services, Inc. January 2011 - May 2012
Berkley Capital Corp. November 2008 - January 2011
SUMMIT CAPITAL 2002 - 2008
Skills
Mortgage Lending, Loans, Mortgage Banking, FHA, Credit, Loan Origination, Refinance, Banking, Underwriting, VA loans, Credit Analysis, Finance, USDA, Financial Analysis, Investments, FHA financing, Investment Properties, Real Estate, Strategic Financial..., First Time Home Buyers, Residential Mortgages, Relationship Developer, Short Sales, Residential Homes, Condos, Commercial Lending, Sellers, Foreclosures, Real Estate Financing
Education
University of Miami 2011 — 2013
MBA, Banking, Corporate, Finance
State University of New York College at Potsdam 2001 — 2005
BS, Finance
Titan Funding January 2014 - Present
PNC Mortgage June 2012 - December 2013
First Choice Loan Services, Inc. January 2011 - May 2012
Berkley Capital Corp. November 2008 - January 2011
SUMMIT CAPITAL 2002 - 2008
Skills
Mortgage Lending, Loans, Mortgage Banking, FHA, Credit, Loan Origination, Refinance, Banking, Underwriting, VA loans, Credit Analysis, Finance, USDA, Financial Analysis, Investments, FHA financing, Investment Properties, Real Estate, Strategic Financial..., First Time Home Buyers, Residential Mortgages, Relationship Developer, Short Sales, Residential Homes, Condos, Commercial Lending, Sellers, Foreclosures, Real Estate Financing
Education
University of Miami 2011 — 2013
MBA, Banking, Corporate, Finance
State University of New York College at Potsdam 2001 — 2005
BS, Finance
Latoya Henry Latoya Henry's SUMMIT CAPITAL Experience June 2007 - October 2008
Job Staff Accountant at R.L. Schreiber, Inc.
Industry Accounting
Experience
R.L. Schreiber, Inc. 2012 - Present
Geek Squad October 2007 - December 2011
SUMMIT CAPITAL June 2007 - October 2008
Skills
Microsoft Office, Quickbooks, Microsoft Dynamics, Great Plains Software, Excel, Word, XML Publisher, Quicken, Peachtree, Microsoft Excel, General Ledger
Education
Florida Atlantic University 2006 — 2011
Bachelors, Accounting and Business Administration, 3.5
Florida Atlantic University
Bachelor's Degree, Accounting and Business Administration
R.L. Schreiber, Inc. 2012 - Present
Geek Squad October 2007 - December 2011
SUMMIT CAPITAL June 2007 - October 2008
Skills
Microsoft Office, Quickbooks, Microsoft Dynamics, Great Plains Software, Excel, Word, XML Publisher, Quicken, Peachtree, Microsoft Excel, General Ledger
Education
Florida Atlantic University 2006 — 2011
Bachelors, Accounting and Business Administration, 3.5
Florida Atlantic University
Bachelor's Degree, Accounting and Business Administration
Jeremy T. Grabow Jeremy T. Grabow's SUMMIT CAPITAL Experience February 2009 - 2012
Job Commodities & Financial Structure
Industry Financial Services
Experience
Dutch Trading International; Expandivision Int & Sugar-Link July 2010 - Present
Quantum Financial Group, HK 2014 - 2015
Summit Capital February 2009 - 2012
Skills
Asset Managment, Valuation, Capital Markets, Due Diligence, Private Equity, Asset Management, Hedge Funds, Investment Banking, Portfolio Management, Entrepreneurship, Financial Structuring, Strategic Planning, Finance, Venture Capital, Joint Ventures, Mergers & Acquisitions, Corporate Finance, Investments, Project Finance, Equities, Business Planning, Commodity, Strategy, Trading, Strategic Financial..., Start-ups, IPO, Business Development, Funding, Financial Modeling, Alternative Investments, Mutual Funds
Education
University of California, Berkeley, Haas School of Business 1990 — 1993
BS, Business/Finance
Dutch Trading International; Expandivision Int & Sugar-Link July 2010 - Present
Quantum Financial Group, HK 2014 - 2015
Summit Capital February 2009 - 2012
Skills
Asset Managment, Valuation, Capital Markets, Due Diligence, Private Equity, Asset Management, Hedge Funds, Investment Banking, Portfolio Management, Entrepreneurship, Financial Structuring, Strategic Planning, Finance, Venture Capital, Joint Ventures, Mergers & Acquisitions, Corporate Finance, Investments, Project Finance, Equities, Business Planning, Commodity, Strategy, Trading, Strategic Financial..., Start-ups, IPO, Business Development, Funding, Financial Modeling, Alternative Investments, Mutual Funds
Education
University of California, Berkeley, Haas School of Business 1990 — 1993
BS, Business/Finance
Sean Mead Sean Mead's SUMMIT CAPITAL Experience June 1995 - December 1996
Job Internal Management Consultant
Industry Banking
Experience
BNY Mellon July 2001 - Present
Constantin Control Associates December 1997 - July 2001
UBS January 1997 - November 1998
SUMMIT CAPITAL June 1995 - December 1996
Granite Capital March 1994 - June 1995
Bankers Trust Company 1986 - 1994
Skills
Integration, Program Management, Operations Management, Operational Excellence, Project Management, Project Planning, MS Project, Emerging Markets, Finance, Hedge Funds, Trading, Business Analysis, Management, Fixed Income, Securities
Education
St. Peter's College 1982 — 1986
Bachelor of Science (BS), Marketing, 4.0
Saint Peter's Prep
BNY Mellon July 2001 - Present
Constantin Control Associates December 1997 - July 2001
UBS January 1997 - November 1998
SUMMIT CAPITAL June 1995 - December 1996
Granite Capital March 1994 - June 1995
Bankers Trust Company 1986 - 1994
Skills
Integration, Program Management, Operations Management, Operational Excellence, Project Management, Project Planning, MS Project, Emerging Markets, Finance, Hedge Funds, Trading, Business Analysis, Management, Fixed Income, Securities
Education
St. Peter's College 1982 — 1986
Bachelor of Science (BS), Marketing, 4.0
Saint Peter's Prep
John Schoenauer John Schoenauer's SUMMIT CAPITAL Experience March 2011 - Present
Job Owner, JS Development Services Inc.
Industry Real Estate
Experience
Summit Capital March 2011 - Present
JS Development Services Inc. February 1995 - Present
Leslie Inc. 1901 - 2013
Skills
Investment Properties, Marketing, Real Estate, Real Estate Development, Residential Homes, Investors, Real Estate Transactions, Negotiation, Sellers, Strategic Planning, Single Family Homes, Budgets, Business Development, REO, Foreclosures, Property Management, Selling, Relocation, Short Sales, Investments, Brokerage
Education
Northern Arizona University
bs, public relations
Summit Capital March 2011 - Present
JS Development Services Inc. February 1995 - Present
Leslie Inc. 1901 - 2013
Skills
Investment Properties, Marketing, Real Estate, Real Estate Development, Residential Homes, Investors, Real Estate Transactions, Negotiation, Sellers, Strategic Planning, Single Family Homes, Budgets, Business Development, REO, Foreclosures, Property Management, Selling, Relocation, Short Sales, Investments, Brokerage
Education
Northern Arizona University
bs, public relations
Kevin Beck Kevin Beck's SUMMIT CAPITAL Experience 2007 - 2013
Job Martin Harris Construction Business Development Relationship Manager
Industry Construction
Experience
Martin Harris Construction January 2014 - Present
United Renovations Specialty Group February 2013 - January 2014
United Renovations January 2013 - 2014
Carrington Mortgage Services June 2012 - January 2013
Summit Capital 2007 - 2013
American Lending Institute January 2000 - 2009
Skills
Hospitality Finance, Commercial Mortgages, Mortgage Lending, Loan Origination, Loans, Refinance, Underwriting, Renovation, Business Development, Real Estate Financing, Real Estate, Real Estate Development, Hotels, Finance, Commercial Real Estate, Commercial Lending, Investors, Investment Properties, Customer Service, Financial Structuring, Construction, Brokerage, Real Estate Economics, Sales Management, Investments, Due Diligence, Real Estate Transactions, New Business Development, Residential Homes, Valuation, Hospitality, Sales, FHA, Asset Management, Mortgage Banking, Financial Analysis, Funding, Property Management, Credit
Education
Pepperdine University 1995 — 1998
Texas State University 1985 — 1989
Martin Harris Construction January 2014 - Present
United Renovations Specialty Group February 2013 - January 2014
United Renovations January 2013 - 2014
Carrington Mortgage Services June 2012 - January 2013
Summit Capital 2007 - 2013
American Lending Institute January 2000 - 2009
Skills
Hospitality Finance, Commercial Mortgages, Mortgage Lending, Loan Origination, Loans, Refinance, Underwriting, Renovation, Business Development, Real Estate Financing, Real Estate, Real Estate Development, Hotels, Finance, Commercial Real Estate, Commercial Lending, Investors, Investment Properties, Customer Service, Financial Structuring, Construction, Brokerage, Real Estate Economics, Sales Management, Investments, Due Diligence, Real Estate Transactions, New Business Development, Residential Homes, Valuation, Hospitality, Sales, FHA, Asset Management, Mortgage Banking, Financial Analysis, Funding, Property Management, Credit
Education
Pepperdine University 1995 — 1998
Texas State University 1985 — 1989
Sara Ridenour Sara Ridenour's SUMMIT CAPITAL Experience 2007 - 2012
Job Executive Assistant at Pluralsight
Industry Executive Office
Experience
Pluralsight January 2012 - Present
SUMMIT CAPITAL 2007 - 2012
MetLife 2002 - 2007
Skills
Sales Operations, Marketing, Customer Service, PowerPoint, Leadership, Management, Salesforce.com, Executive..., HTML, Sales, Training, Microsoft Excel, Microsoft Office
Education
University of Phoenix 2014 — 2016
Bachelor's degree, Business Administration, Management and Operations
University of Phoenix 2012 — 2014
Associate of Science (A.S.), Criminal Justice and Corrections
Pluralsight January 2012 - Present
SUMMIT CAPITAL 2007 - 2012
MetLife 2002 - 2007
Skills
Sales Operations, Marketing, Customer Service, PowerPoint, Leadership, Management, Salesforce.com, Executive..., HTML, Sales, Training, Microsoft Excel, Microsoft Office
Education
University of Phoenix 2014 — 2016
Bachelor's degree, Business Administration, Management and Operations
University of Phoenix 2012 — 2014
Associate of Science (A.S.), Criminal Justice and Corrections
Matt Krebs Matt Krebs's SUMMIT CAPITAL Experience February 2011 - April 2011
Job Management/Customer Service Professional
Industry Political Organization
Experience
Modena Wine Bar August 2015 - Present
The Bustop March 2011 - June 2015
The Goose November 2010 - June 2012
Sing Sing December 2010 - June 2011
Summit Capital February 2011 - April 2011
Gouger, Franzmann and Redman February 2011 - April 2011
Circle Bar March 2010 - September 2010
Distinguished Speakers Board April 2009 - June 2010
The New Foundry June 2008 - November 2009
Skills
Customer Service, Conflict Management, Public Speaking, Event Planning, Non-profits, Public Relations, Fundraising, Event Management, Social Media, Microsoft Office, Microsoft Word, Microsoft Excel, Research, Budgets, Management, Social Networking, Leadership, Sales, Strategic Planning, Team Building, Time Management
Education
University of Colorado Boulder 2005 — 2010
Bachelor's, Political Science, Economics
Chatfield Senior Highschool
Modena Wine Bar August 2015 - Present
The Bustop March 2011 - June 2015
The Goose November 2010 - June 2012
Sing Sing December 2010 - June 2011
Summit Capital February 2011 - April 2011
Gouger, Franzmann and Redman February 2011 - April 2011
Circle Bar March 2010 - September 2010
Distinguished Speakers Board April 2009 - June 2010
The New Foundry June 2008 - November 2009
Skills
Customer Service, Conflict Management, Public Speaking, Event Planning, Non-profits, Public Relations, Fundraising, Event Management, Social Media, Microsoft Office, Microsoft Word, Microsoft Excel, Research, Budgets, Management, Social Networking, Leadership, Sales, Strategic Planning, Team Building, Time Management
Education
University of Colorado Boulder 2005 — 2010
Bachelor's, Political Science, Economics
Chatfield Senior Highschool
Brook Redfern's SUMMIT CAPITAL Experience January 1999 - December 2004
Job Wyndham Vacation Ownership sales
Industry Real Estate
Experience
Wyndham Vacation Ownership July 2013 - Present
Marriott Vacations Worldwide Corporation April 2012 - June 2013
Shell Vacations Club January 2005 - April 2012
SUMMIT CAPITAL January 1999 - December 2004
Skills
Marketing Strategy, Customer Service, Sales, Management, Hospitality, Sales Management, Leadership
Education
MiraCosta College 1994 — 1997
Associate of Arts (AA), General Studies
Wyndham Vacation Ownership July 2013 - Present
Marriott Vacations Worldwide Corporation April 2012 - June 2013
Shell Vacations Club January 2005 - April 2012
SUMMIT CAPITAL January 1999 - December 2004
Skills
Marketing Strategy, Customer Service, Sales, Management, Hospitality, Sales Management, Leadership
Education
MiraCosta College 1994 — 1997
Associate of Arts (AA), General Studies
Adam Levy Adam Levy's SUMMIT CAPITAL Experience March 2005 - March 2007
Job Vice President at Choice Mortgage Bank
Industry Financial Services
Experience
Choice Mortgage Bank March 2007 - Present
SUMMIT CAPITAL March 2005 - March 2007
Boca Raton Resort & Club August 2003 - March 2005
Skills
Football, DECA, Honors Society, Business Networking, FHA, Refinance, Mortgage Lending, Loans, Real Estate, Credit, Investment Properties, Mortgage Banking, Residential Mortgages, Finance, Loan Origination, Investments, First Time Home Buyers, Financial Analysis, Real Estate Economics, Sales Management, Underwriting, Contract Negotiation, Commercial Lending, Strategic Financial..., Civil Society, Short Sales, Investors, Foreclosures, REO, Real Estate Financing, Commercial Real Estate, Mortgage Marketing, USDA, VA loans, Reverse Mortgages, Commercial Mortgages, Certified Mortgage..., Construction Loans, Mortgage Underwriting, Government Loans, Real Estate Transactions, Referrals, Loss Mitigation, Home Equity Loans, Home Equity Lines of..., Credit Analysis, Mortgage Servicing, Loan Modifications, Small Business Lending, Condos
Education
University of Florida 1999 — 2003
Bachelor of Arts, Business Administration/Political Science
Spanish River Community High School 1995 — 1999
Choice Mortgage Bank March 2007 - Present
SUMMIT CAPITAL March 2005 - March 2007
Boca Raton Resort & Club August 2003 - March 2005
Skills
Football, DECA, Honors Society, Business Networking, FHA, Refinance, Mortgage Lending, Loans, Real Estate, Credit, Investment Properties, Mortgage Banking, Residential Mortgages, Finance, Loan Origination, Investments, First Time Home Buyers, Financial Analysis, Real Estate Economics, Sales Management, Underwriting, Contract Negotiation, Commercial Lending, Strategic Financial..., Civil Society, Short Sales, Investors, Foreclosures, REO, Real Estate Financing, Commercial Real Estate, Mortgage Marketing, USDA, VA loans, Reverse Mortgages, Commercial Mortgages, Certified Mortgage..., Construction Loans, Mortgage Underwriting, Government Loans, Real Estate Transactions, Referrals, Loss Mitigation, Home Equity Loans, Home Equity Lines of..., Credit Analysis, Mortgage Servicing, Loan Modifications, Small Business Lending, Condos
Education
University of Florida 1999 — 2003
Bachelor of Arts, Business Administration/Political Science
Spanish River Community High School 1995 — 1999
David Sheir's SUMMIT CAPITAL Experience January 1998 - January 2001
Job Area Manager / Sr. Mortgage Banker at Cornerstone Home Lending, Inc.
Industry Financial Services
Experience
Cornerstone Home Lending, Inc. June 2013 - Present
Guaranteed Rate July 2010 - June 2013
Bank of America May 2008 - July 2010
Centerline Homes October 2001 - May 2008
Centerpointe Financial, President October 2001 - May 2008
Summit Capital January 1998 - January 2001
NAL Financial Group January 1995 - January 1998
Price Waterhouse January 1991 - January 1995
Skills
Mortgage, Accounting, Real Estate, Business Planning, Capital, Mortgage Lending, Loan Origination, Loans, Refinance, Cash Flow, Tax, Mortgage Banking, VA, FHA, Mortgage Industry, Credit, Construction Loans, Conventional, Investors, Investment Properties, Residential Mortgages, Purchase, Loan Structuring, First Time Home Buyers, Home, Residential, Banking, REO, Short Sales, Money, Mortgage Planning, Reverse Mortgages, Investments, Underwriting, Portfolio Management, Selling, Residential Homes, Certified Mortgage..., Strategic Financial..., Sellers, FHA financing, VA loans, Due Diligence, Sales, Financial Planning, Financial Structuring, FHA Financing, Finance
Education
Florida State University - College of Business 1988 — 1991
Masters, Accounting, Finance
Florida State University 1986 — 1991
Masters Degree, Accounting and Finance
Florida State University 1986 — 1991
Master of Science; Bachelor of Science, Accounting; Accounting
Cornerstone Home Lending, Inc. June 2013 - Present
Guaranteed Rate July 2010 - June 2013
Bank of America May 2008 - July 2010
Centerline Homes October 2001 - May 2008
Centerpointe Financial, President October 2001 - May 2008
Summit Capital January 1998 - January 2001
NAL Financial Group January 1995 - January 1998
Price Waterhouse January 1991 - January 1995
Skills
Mortgage, Accounting, Real Estate, Business Planning, Capital, Mortgage Lending, Loan Origination, Loans, Refinance, Cash Flow, Tax, Mortgage Banking, VA, FHA, Mortgage Industry, Credit, Construction Loans, Conventional, Investors, Investment Properties, Residential Mortgages, Purchase, Loan Structuring, First Time Home Buyers, Home, Residential, Banking, REO, Short Sales, Money, Mortgage Planning, Reverse Mortgages, Investments, Underwriting, Portfolio Management, Selling, Residential Homes, Certified Mortgage..., Strategic Financial..., Sellers, FHA financing, VA loans, Due Diligence, Sales, Financial Planning, Financial Structuring, FHA Financing, Finance
Education
Florida State University - College of Business 1988 — 1991
Masters, Accounting, Finance
Florida State University 1986 — 1991
Masters Degree, Accounting and Finance
Florida State University 1986 — 1991
Master of Science; Bachelor of Science, Accounting; Accounting
Matt Santangelo's SUMMIT CAPITAL Experience February 2007 - June 2012
Job Executive Director at Spokane Hoopfest Association
Industry Insurance
Experience
Spokane Hoopfest Association April 2014 - Present
S4 Benefits October 2013 - April 2014
Moloney & O'Neill July 2012 - April 2014
IMG October 2010 - October 2013
Summit Capital February 2007 - June 2012
LostLettermen.com 2009 - 2010
Skills
Team Leadership, Coaching, Sales, Community Outreach, Teamwork, Leadership, Team Building, Teaching, New Business Development, Leadership Development, Business Development, Employee Benefits
Education
Gonzaga University - School of Business Administration 1995 — 2000
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
Spokane Hoopfest Association April 2014 - Present
S4 Benefits October 2013 - April 2014
Moloney & O'Neill July 2012 - April 2014
IMG October 2010 - October 2013
Summit Capital February 2007 - June 2012
LostLettermen.com 2009 - 2010
Skills
Team Leadership, Coaching, Sales, Community Outreach, Teamwork, Leadership, Team Building, Teaching, New Business Development, Leadership Development, Business Development, Employee Benefits
Education
Gonzaga University - School of Business Administration 1995 — 2000
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
Aaron Lazarus's SUMMIT CAPITAL Experience 2003 - October 2008
Job at WestCom Investments
Industry Real Estate
Experience
DWOLV March 2015 - Present
WestCom Investments 2005 - Present
CT Realty Investors May 2013 - November 2013
Summit Capital 2003 - October 2008
SDSU Research Foundation January 2000 - June 2003
Skills
Real Estate, Argus Modeling, Microsoft Excel, Access Database, Due Diligence, Commercial Real Estate, Portfolio Management, Investments, Loans, Disposition, Underwriting, Commercial Mortgages, Business Planning, REO, Analysis, Sales, Equities, Apartments, Asset, Real Estate Economics, Real Estate Development, Investment Properties, Brokerage, Hotels, Sellers, Hospitality, Short Sales
Education
Northwestern State University 1992 — 1996
DWOLV March 2015 - Present
WestCom Investments 2005 - Present
CT Realty Investors May 2013 - November 2013
Summit Capital 2003 - October 2008
SDSU Research Foundation January 2000 - June 2003
Skills
Real Estate, Argus Modeling, Microsoft Excel, Access Database, Due Diligence, Commercial Real Estate, Portfolio Management, Investments, Loans, Disposition, Underwriting, Commercial Mortgages, Business Planning, REO, Analysis, Sales, Equities, Apartments, Asset, Real Estate Economics, Real Estate Development, Investment Properties, Brokerage, Hotels, Sellers, Hospitality, Short Sales
Education
Northwestern State University 1992 — 1996
Erich Gebbie's SUMMIT CAPITAL Experience July 1999 - July 2000
Job Partner at W. E. Nightingale & Co., Inc.
Industry Financial Services
Experience
W. E. Nightingale & Co., Inc. October 2011 - Present
Bristlecone Advisors January 2007 - September 2011
Cornerstone Advisors, Inc. (Bellevue, WA) January 2003 - December 2007
Nightingale and Farber Capital August 2000 - December 2002
Summit Capital July 1999 - July 2000
Skills
Equities, Portfolio Management, Alternative Investments, Asset Management, Investments, Financial Modeling, Financial Analysis, Competitive Analysis, Securities, Hedge Funds, Financial Services, Asset Allocation, Wealth Management, Bloomberg, Strategic Financial...
Education
University of Notre Dame 1998 — 1999
MBA, Finance
Seattle University 1989 — 1994
BA, Accounting
W. E. Nightingale & Co., Inc. October 2011 - Present
Bristlecone Advisors January 2007 - September 2011
Cornerstone Advisors, Inc. (Bellevue, WA) January 2003 - December 2007
Nightingale and Farber Capital August 2000 - December 2002
Summit Capital July 1999 - July 2000
Skills
Equities, Portfolio Management, Alternative Investments, Asset Management, Investments, Financial Modeling, Financial Analysis, Competitive Analysis, Securities, Hedge Funds, Financial Services, Asset Allocation, Wealth Management, Bloomberg, Strategic Financial...
Education
University of Notre Dame 1998 — 1999
MBA, Finance
Seattle University 1989 — 1994
BA, Accounting
Gene Gaeta's SUMMIT CAPITAL Experience 2012 - Present
Job Principal at SUMMIT CAPITAL
Industry Investment Management
Experience
SUMMIT CAPITAL 2012 - Present
Satellite Asset Management 2001 - 2011
Bear Stearns 1999 - 2001
Morgan Stanley 1995 - 1997
Lehman Brothers 1994 - 1995
Arthur Andersen 1990 - 1994
Skills
Equity Research, Asset Managment, Securities, SEC filings, Investment Strategies, Capital Markets, Financial Analysis, Portfolio Management, Options, Credit Derivatives, Mutual Funds, Hedge Funds, Bonds, Structured Finance, High Yield, Financial Risk, Restructuring, Credit, Special Situations, Investment Banking, Capital Structure, Economics, Loans, Financial Structuring, Strategy, Investor Relations, Leveraged Finance, Corporate Finance, Equity Valuation, Equity Trading, LBO, Equity Derivatives, Equities, Investments, Trading, Fixed Income, Alternative Investments, Financial Modeling
Education
The University of Chicago - Booth School of Business 1997 — 1999
MBA, Analytic Finance, Economics, GPA 3.6/4.0
Loyola College in Maryland 1986 — 1990
BBA, Accounting
oratory
oratory
SUMMIT CAPITAL 2012 - Present
Satellite Asset Management 2001 - 2011
Bear Stearns 1999 - 2001
Morgan Stanley 1995 - 1997
Lehman Brothers 1994 - 1995
Arthur Andersen 1990 - 1994
Skills
Equity Research, Asset Managment, Securities, SEC filings, Investment Strategies, Capital Markets, Financial Analysis, Portfolio Management, Options, Credit Derivatives, Mutual Funds, Hedge Funds, Bonds, Structured Finance, High Yield, Financial Risk, Restructuring, Credit, Special Situations, Investment Banking, Capital Structure, Economics, Loans, Financial Structuring, Strategy, Investor Relations, Leveraged Finance, Corporate Finance, Equity Valuation, Equity Trading, LBO, Equity Derivatives, Equities, Investments, Trading, Fixed Income, Alternative Investments, Financial Modeling
Education
The University of Chicago - Booth School of Business 1997 — 1999
MBA, Analytic Finance, Economics, GPA 3.6/4.0
Loyola College in Maryland 1986 — 1990
BBA, Accounting
oratory
oratory
Jason Adamsky's SUMMIT CAPITAL Experience May 2010 - July 2011
Job Owner & CEO at JLE Industries, LLC
Industry Oil & Energy
Experience
JLE Industries, LLC June 2012 - Present
Summit Capital May 2010 - July 2011
Global Sales Organization, West Coast, The Ritz-Carlton Hotel Company October 2009 - May 2010
The Ritz-Carlton, Marina del Rey January 2008 - September 2009
Skills
Hotels, Customer Service, Hospitality Industry, Sales, Hospitality, Market Research, Resorts, Hospitality Management, Hotel Management, Contract Negotiation, Leadership, New Business Development, Real Estate, Property Management, Luxury
Education
California State University-Northridge
California University of Pennsylvania
JLE Industries, LLC June 2012 - Present
Summit Capital May 2010 - July 2011
Global Sales Organization, West Coast, The Ritz-Carlton Hotel Company October 2009 - May 2010
The Ritz-Carlton, Marina del Rey January 2008 - September 2009
Skills
Hotels, Customer Service, Hospitality Industry, Sales, Hospitality, Market Research, Resorts, Hospitality Management, Hotel Management, Contract Negotiation, Leadership, New Business Development, Real Estate, Property Management, Luxury
Education
California State University-Northridge
California University of Pennsylvania
Kyle Blaker's SUMMIT CAPITAL Experience June 2011 - August 2011
Job Credit Analyst Intern
Industry Oil & Energy
Experience
Mint Energy January 2012 - Present
Financial Compass Group September 2011 - December 2011
Summit Capital June 2011 - August 2011
Chapter 58 May 2010 - August 2010
Skills
Morningstar, Microsoft Office, Excel, Word, Access, Investments, Financial Planning, Accounting
Education
Bentley University 2008 — 2012
Bachelor of Applied Science (BASc), Economics-Finance
Mint Energy January 2012 - Present
Financial Compass Group September 2011 - December 2011
Summit Capital June 2011 - August 2011
Chapter 58 May 2010 - August 2010
Skills
Morningstar, Microsoft Office, Excel, Word, Access, Investments, Financial Planning, Accounting
Education
Bentley University 2008 — 2012
Bachelor of Applied Science (BASc), Economics-Finance
Joseph Donadio's SUMMIT CAPITAL Experience December 2010 - January 2011
Job Portfolio Analyst at Ryder System, Inc.
Industry Higher Education
Experience
Ryder System, Inc. September 2014 - Present
Cohen Commercial May 2013 - September 2014
Florida State University May 2009 - December 2012
Brown Bevis Appraisers January 2012 - May 2012
MassMutual May 2011 - June 2011
SUMMIT CAPITAL December 2010 - January 2011
Skills
Facebook, PowerPoint, Research, Microsoft Office, Public Speaking, Event Planning, Microsoft Excel, Microsoft Word, Social Media, SPSS, Critical Thinking, Social Networking, Time Management, Data Analysis
Education
Florida State University
Bachelor of Science, Finance and Real Estate
Ryder System, Inc. September 2014 - Present
Cohen Commercial May 2013 - September 2014
Florida State University May 2009 - December 2012
Brown Bevis Appraisers January 2012 - May 2012
MassMutual May 2011 - June 2011
SUMMIT CAPITAL December 2010 - January 2011
Skills
Facebook, PowerPoint, Research, Microsoft Office, Public Speaking, Event Planning, Microsoft Excel, Microsoft Word, Social Media, SPSS, Critical Thinking, Social Networking, Time Management, Data Analysis
Education
Florida State University
Bachelor of Science, Finance and Real Estate
Robert W. MacAllister II's SUMMIT CAPITAL Experience June 2012 - Present
Job Director of Operations at Summit Capital
Industry Real Estate
Experience
Summit Capital June 2012 - Present
Rushmore Capital Partners LLC May 2007 - Present
Blackheart Consulting LLC October 2007 - December 2014
Mortgage Max LLC March 2003 - May 2007
Skills
Bookkeeping, Accounting, Financial Reporting, Operating Budgets, Investment Properties, Investor Relations, Portfolio Management, Financial Modeling, Mortgage Underwriting, Loan Servicing, Real Estate Transactions, QuickBooks, Operations Management, Credit Analysis, Commercial Real Estate, General Ledger, Financial Statements, Loan Documents, Loan Origination, Mortgage Lending, Mortgage Brokers, Commercial Mortgages, Residential Mortgages, Mortgage Servicing, Asset Based Lending, Real Estate Economics, Real Estate Financing
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Accounting
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Accounting
United States Military Academy at West Point
Summit Capital June 2012 - Present
Rushmore Capital Partners LLC May 2007 - Present
Blackheart Consulting LLC October 2007 - December 2014
Mortgage Max LLC March 2003 - May 2007
Skills
Bookkeeping, Accounting, Financial Reporting, Operating Budgets, Investment Properties, Investor Relations, Portfolio Management, Financial Modeling, Mortgage Underwriting, Loan Servicing, Real Estate Transactions, QuickBooks, Operations Management, Credit Analysis, Commercial Real Estate, General Ledger, Financial Statements, Loan Documents, Loan Origination, Mortgage Lending, Mortgage Brokers, Commercial Mortgages, Residential Mortgages, Mortgage Servicing, Asset Based Lending, Real Estate Economics, Real Estate Financing
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Accounting
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Accounting
United States Military Academy at West Point