Summit Capital Group, LLC
Industry: Company
DescriptionFounded: 1983 Parent organization: Focus Financial Partners Subsidiary: Merriman Wealth Management
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Summit Capital Group, LLC Employees
Columbia Pacific Advisors, LLC September 2009 - Present
Summit Capital Group, LLC June 2001 - August 2009
Education
Seattle University 1981 — 1983
BABA, Accounting
Glacier Peak Capital July 2012 - Present
Detrex Corporation 2012 - Present
Summit Capital Group, LLC April 1996 - July 2012
Oppenheimer & Co. Inc. January 1989 - June 1996
Skills
Strategic Planning, Leadership, Investments, Management, Public Speaking, Financial Analysis, Asset Management, Mergers & Acquisitions, Alternative Investments, Valuation, Finance, Fundraising, Equities, Nonprofits, Team Building, Hedge Funds, Entrepreneurship
Education
Columbia University Graduate School
University of Notre Dame
Summit Capital Group, LLC June 2008 - Present
Weyerhaeuser July 2005 - June 2008
Skills
Financial Analysis, Financial Modeling, Accounting, Investments, Analysis, Equity Research, Finance, Business Development, Portfolio Management, Asset Allocation, Risk Management
Education
Seattle University 2001 — 2005
Summit Capital Group, LLC 1997 - Present
US Bank of Washington 1994 - 1997
West One Bank, Washington 1992 - 1994
Seattle First National Bank 1992 - 1992
Security Pacific Bank 1988 - 1992
Rainier Bank 1984 - 1988
Occidental Petroleum 1979 - 1984
Skills
Wealth Management, Commercial Banking, Project Finance, Loans, Investments
Education
Seattle University 1984 — 1988
MBA
University of Washington 1974 — 1978
Bachelor of Science (BS), Industrial Engineering
Surterre Properties September 2014 - Present
New Horizon Real Estate March 2013 - September 2014
Database Marketing Group July 2011 - March 2013
Ingram Micro January 2011 - June 2011
Summit Capital Group, LLC May 2010 - December 2010
Skills
Microsoft Office, PowerPoint, Marketing, Customer Service, Microsoft Excel, Advertising, Sales, Facebook, Social Media, Social Media Marketing, Email Marketing, Online Advertising, Marketing Communications, Marketing Strategy, Market Research
Education
Gonzaga University 2006 — 2010
Bachelor's, Accounting & Finance
Gonzaga University - School of Business Administration 2006 — 2010
Bachelors, Accounting & Finance
Basel Cellars Estate Winery July 2015 - Present
Basel Cellars Estate Winery May 2015 - Present
Summit Capital Group, LLC June 2011 - May 2015
Summit Capital Group, LLC January 2011 - November 2011
Nordstrom May 2010 - August 2010
Dexterra January 2007 - September 2007
Countryside Montessori School July 2004 - December 2006
Skills
Business Development
Education
Gonzaga University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Marketing
Summit Capital Group, LLC October 2013 - Present
The Investment Center June 2009 - October 2013
Smith Barney 2007 - 2009
D.A. Davidson & Co. 1996 - 2007
Skills
Portfolio Management, Investments, Asset Management, Mutual Funds, Equities, Hedge Funds, Financial Analysis, Asset Allocation, Alternative Investments, Trading, Fixed Income, Securities
Education
Gonzaga University 1980 — 1984
Bachelor of Business Administration (BBA)
Badgley Phelps Investment Managers June 2015 - Present
Summit Capital Group, LLC May 2011 - June 2015
JP Morgan August 2010 - January 2011
Northwestern Mutual May 2009 - May 2010
Education
Linfield College 2006 — 2010
BA, Finance, Music, Economics, European Studies
hibu September 2012 - Present
FiberDyne Advanced Composites June 2012 - September 2012
Paleo2Go LLC April 2011 - June 2012
Morgan Stanley Smith Barney July 2006 - February 2011
Raymond James June 2004 - May 2005
Summit Capital Group, LLC 2002 - 2002
Skills
Options, Investments, Finance, Management, Financial Modeling, SEO, SEM
Education
Cornell University 2001 — 2004
BS, Industrial & Labor Relations
Washington State University 2000 — 2001
Selkirk Wealth Advisors, LLC November 2014 - Present
Etesian Wealth Advisors, Inc January 2013 - November 2014
Abridge Partners October 2010 - October 2012
Summit Capital Group LLC February 2007 - July 2010
Guy Carpenter February 2003 - February 2007
Education
University of Puget Sound 1998 — 2002
BS
College for Financial Planning 2012 — 2014
Summit Capital Group, LLC June 2010 - Present
BlackRock Alternative Advisors 2007 - March 2009
BlackRock 2007 - 2009
Quellos Group April 2004 - September 2007
Safeco Mutual Funds December 2002 - March 2004
American Red Cross August 2001 - June 2002
Skills
Financial Analysis, Investments, Hedge Funds, Asset Management, Portfolio Management, Equities, Private Equity, Valuation, Excel, Due Diligence, Microsoft Excel, Equity Research, Derivatives, Strategic Planning, Venture Capital, Alternative Investments, Trading
Education
University of Notre Dame - Mendoza College of Business 2009 — 2010
MBA, Finance, Investments
Gonzaga University 1997 — 2001
Finance, Marketing
Gonzaga University - School of Business Administration 1997 — 2001
Bachelor of Business Administration, Finance, Marketing
Snohomish High School 1994 — 1997