Summit Financial
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Summit Financial Employees
Employee
Years
Job
Industry
Melinda Fricke Melinda Fricke's Summit Financial Experience June 2007 - July 2008
Job Regional First Vice President at Crestmark Bank
Industry Financial Services
Experience
Crestmark Bank August 2008 - Present
Summit Financial June 2007 - July 2008
Wells Fargo (formerly Evergreen Funding) March 2002 - May 2007
Fremont Financial February 1998 - 2000
First Community Financial 1993 - 1996
Skills
Asset Based Lending, Factoring, Middle Market, Commercial Lending
Education
Arizona State University
Bachelor of Science, Business Management
Crestmark Bank August 2008 - Present
Summit Financial June 2007 - July 2008
Wells Fargo (formerly Evergreen Funding) March 2002 - May 2007
Fremont Financial February 1998 - 2000
First Community Financial 1993 - 1996
Skills
Asset Based Lending, Factoring, Middle Market, Commercial Lending
Education
Arizona State University
Bachelor of Science, Business Management
Kelley Blakewood Kelley Blakewood's Summit Financial Experience May 2008 - May 2010
Job Director, Strategic Intelligence and Analytics at CME Group
Industry Financial Services
Experience
CME Group January 2015 - Present
CME Group January 2014 - January 2015
CME Group July 2012 - December 2013
CME Group December 2010 - June 2012
Northwestern University August 2009 - December 2010
T. Rowe Price June 2010 - September 2010
Summit Financial May 2008 - May 2010
Skills
Market Research, Customer Segmentation..., Analytics, Marketing Strategy, Financial Services, Leadership, Customer Insight, Integrated Marketing, Data Analysis, Lead Generation, Marketing Communications, Segmentation, International Marketing, Lead Management, B2B Marketing, Derivatives, Banking, Business Strategy, Strategic Planning, Project Management, Team Management, Volatility, CRM, Data Modeling, Data Warehousing, Social Media Marketing, Hedge Funds, Emerging Markets, Customer Experience..., Capital Markets, Survey Management, Cross-functional..., Microsoft Excel, Tableau, Data Visualization, Cluster Analysis, Business Intelligence, QlikView, SAP
Education
Northwestern University 2009 — 2010
MS, Integrated Marketing Communications
North Carolina State University - College of Management 2005 — 2007
BS, Business Marketing, Spanish
Elon University - Martha and Spencer Love School of Business
BS, Business Marketing, Spanish
CME Group January 2015 - Present
CME Group January 2014 - January 2015
CME Group July 2012 - December 2013
CME Group December 2010 - June 2012
Northwestern University August 2009 - December 2010
T. Rowe Price June 2010 - September 2010
Summit Financial May 2008 - May 2010
Skills
Market Research, Customer Segmentation..., Analytics, Marketing Strategy, Financial Services, Leadership, Customer Insight, Integrated Marketing, Data Analysis, Lead Generation, Marketing Communications, Segmentation, International Marketing, Lead Management, B2B Marketing, Derivatives, Banking, Business Strategy, Strategic Planning, Project Management, Team Management, Volatility, CRM, Data Modeling, Data Warehousing, Social Media Marketing, Hedge Funds, Emerging Markets, Customer Experience..., Capital Markets, Survey Management, Cross-functional..., Microsoft Excel, Tableau, Data Visualization, Cluster Analysis, Business Intelligence, QlikView, SAP
Education
Northwestern University 2009 — 2010
MS, Integrated Marketing Communications
North Carolina State University - College of Management 2005 — 2007
BS, Business Marketing, Spanish
Elon University - Martha and Spencer Love School of Business
BS, Business Marketing, Spanish
Blaine Sandifer Blaine Sandifer's Summit Financial Experience August 2011 - April 2012
Job Director of Mortgage Banking at Quicken Loans Inc.
Industry Financial Services
Experience
Quicken Loans January 2014 - Present
University of Phoenix January 2013 - December 2013
Summit Financial August 2011 - April 2012
Elite Home Security January 2011 - August 2011
Gold’s Gym August 2009 - September 2010
INCITE pest control January 2010 - August 2010
Skills
Research, Sales, PowerPoint, Microsoft Excel, Financial Analysis, Entrepreneurship, Investments, Marketing, Microsoft Word, Strategic Planning, Competitive Analysis, Microsoft Office
Education
Brigham Young University 2008 — 2012
B.S, Occupational and Environmental Health
Quicken Loans January 2014 - Present
University of Phoenix January 2013 - December 2013
Summit Financial August 2011 - April 2012
Elite Home Security January 2011 - August 2011
Gold’s Gym August 2009 - September 2010
INCITE pest control January 2010 - August 2010
Skills
Research, Sales, PowerPoint, Microsoft Excel, Financial Analysis, Entrepreneurship, Investments, Marketing, Microsoft Word, Strategic Planning, Competitive Analysis, Microsoft Office
Education
Brigham Young University 2008 — 2012
B.S, Occupational and Environmental Health
David Kellner David Kellner's Summit Financial Experience January 2005 - January 2014
Job Sales Associate
Industry Real Estate
Experience
Wind River Realty February 2014 - Present
Summit Financial January 2005 - January 2014
Wells Fargo Financial June 1997 - January 2005
Skills
Mortgage Lending, FHA, Mortgage Banking, Refinance, Loan Origination, Investment Properties, Credit, First Time Home Buyers, Valuation, Residential Mortgages, Short Sales, Microsoft Office, Single Family Homes, Customer Service, Sales, Management, Real Estate, Buyer Representation, Relocation
Education
Chadron State College 1995 — 1997
Bachelor of Science (BS), Finance and Management
Eastern Wyo 1993 — 1995
Associate's degree, Business Administration and Management, General
Wind River Realty February 2014 - Present
Summit Financial January 2005 - January 2014
Wells Fargo Financial June 1997 - January 2005
Skills
Mortgage Lending, FHA, Mortgage Banking, Refinance, Loan Origination, Investment Properties, Credit, First Time Home Buyers, Valuation, Residential Mortgages, Short Sales, Microsoft Office, Single Family Homes, Customer Service, Sales, Management, Real Estate, Buyer Representation, Relocation
Education
Chadron State College 1995 — 1997
Bachelor of Science (BS), Finance and Management
Eastern Wyo 1993 — 1995
Associate's degree, Business Administration and Management, General
Allan Blum Allan Blum's Summit Financial Experience December 2010 - Present
Job Marketing at Summit Financial
Industry Marketing and Advertising
Experience
Summit Financial December 2010 - Present
RealEstate.com February 2008 - December 2010
4W, Inc. January 2004 - December 2007
NEWKIDCO INTERNATIONAL March 2000 - January 2004
GATHERING OF DEVELOPERS February 1998 - February 2000
GT INTERACTIVE SOFTWARE February 1993 - January 1998
DANCER FITZGERALD SAMPLE / Young & Rubicam July 1984 - August 1989
Skills
Outlook, Public Speaking, Teaching, Event Management, Analysis, Access, Public Relations, Project Planning, Team Building, Event Planning, Troubleshooting, JavaScript
Education
Temple University
Bachelor of Applied Science (BASc), Marketing / Economics
Summit Financial December 2010 - Present
RealEstate.com February 2008 - December 2010
4W, Inc. January 2004 - December 2007
NEWKIDCO INTERNATIONAL March 2000 - January 2004
GATHERING OF DEVELOPERS February 1998 - February 2000
GT INTERACTIVE SOFTWARE February 1993 - January 1998
DANCER FITZGERALD SAMPLE / Young & Rubicam July 1984 - August 1989
Skills
Outlook, Public Speaking, Teaching, Event Management, Analysis, Access, Public Relations, Project Planning, Team Building, Event Planning, Troubleshooting, JavaScript
Education
Temple University
Bachelor of Applied Science (BASc), Marketing / Economics
Ali Post Ali Post's Summit Financial Experience February 2002 - March 2004
Job Salon and Spa Manager
Industry Health, Wellness and Fitness
Experience
Post Hair Company October 2011 - Present
Intelligent Investments May 2010 - September 2011
TierOne Bank September 2009 - April 2010
Allmand Brothers September 2008 - June 2009
A Gourmet Affair June 2006 - August 2008
Countrywide Home Loans March 2004 - June 2006
Summit Financial February 2002 - March 2004
Education
Hastings College 1996 — 2000
Business Admin
Post Hair Company October 2011 - Present
Intelligent Investments May 2010 - September 2011
TierOne Bank September 2009 - April 2010
Allmand Brothers September 2008 - June 2009
A Gourmet Affair June 2006 - August 2008
Countrywide Home Loans March 2004 - June 2006
Summit Financial February 2002 - March 2004
Education
Hastings College 1996 — 2000
Business Admin
Shawn Hampson Shawn Hampson's Summit Financial Experience 2004 - 2009
Job Investment Advisor Representative
Industry Financial Services
Experience
AIG Retirement Services September 2014 - Present
Priority Financial Group/OneAmerica General Agency August 2009 - August 2014
Summit Financial 2004 - 2009
Skills
Deferred Compensation, Defined Contribution..., Retirement Income, Business Development, Estate Planning
Education
Trinity International University
AIG Retirement Services September 2014 - Present
Priority Financial Group/OneAmerica General Agency August 2009 - August 2014
Summit Financial 2004 - 2009
Skills
Deferred Compensation, Defined Contribution..., Retirement Income, Business Development, Estate Planning
Education
Trinity International University
Paul Knisell, QPA, QKA, ERPA Paul Knisell, QPA, QKA, ERPA's Summit Financial Experience April 2002 - Present
Job Senior Account Manager at Summit Financial Corporation
Industry Financial Services
Experience
Summit Financial April 2002 - Present
Trustar Retirement Services November 2001 - March 2002
Trustar Retirement Services May 1999 - November 2001
Skills
Series 6, Series 63, Mutual Funds, Retirement Planning, Asset Management, Enrolled Retirement..., QKA, QPA
Education
Suffolk University 1996 — 1999
Bachelor of Science (B.S.), Accounting
Suffolk University - Sawyer Business School 1995 — 1999
BS, Accounting
Summit Financial April 2002 - Present
Trustar Retirement Services November 2001 - March 2002
Trustar Retirement Services May 1999 - November 2001
Skills
Series 6, Series 63, Mutual Funds, Retirement Planning, Asset Management, Enrolled Retirement..., QKA, QPA
Education
Suffolk University 1996 — 1999
Bachelor of Science (B.S.), Accounting
Suffolk University - Sawyer Business School 1995 — 1999
BS, Accounting
Colby Sorensen Colby Sorensen's Summit Financial Experience December 2010 - February 2011
Job PFP Major at UVU
Industry Health, Wellness and Fitness
Experience
Fidelity Investments July 2015 - Present
Uber February 2015 - Present
Simple Pest Solutions May 2015 - July 2015
Papa John's International September 2011 - May 2015
Papa John's International May 2013 - September 2013
The Church of Jesus Christ of Latter-day Saints 2010 - May 2013
Lava Hot Springs Foundation May 2011 - August 2012
Emergency Essentials February 2011 - April 2011
Summit Financial December 2010 - February 2011
The Church of Jesus Christ of Latter-day Saints - Human Resources 2008 - 2010
Skills
Public Speaking, Microsoft Office, Teaching, Social Media, Volunteer Management, Blogging, Religion, Community Outreach, Leadership, Research, PowerPoint, Leadership Development, Creative Writing, Humor, Public Safety, Customer Service, Nutrition Education, Sports Nutrition, Human Nutrition, Facebook, Editing, Nonprofits, Teamwork, Time Management, Team Leadership, Sales, Team Building, Social Networking, Management, Training, Critical Thinking, Writing, Statistics, Finance
Education
Utah Valley University 2015 — 2016
CFP, Financial Planning and Services
Brigham Young University 2010 — 2014
Bachelor of Science (BS), Nutritional Science
Fidelity Investments July 2015 - Present
Uber February 2015 - Present
Simple Pest Solutions May 2015 - July 2015
Papa John's International September 2011 - May 2015
Papa John's International May 2013 - September 2013
The Church of Jesus Christ of Latter-day Saints 2010 - May 2013
Lava Hot Springs Foundation May 2011 - August 2012
Emergency Essentials February 2011 - April 2011
Summit Financial December 2010 - February 2011
The Church of Jesus Christ of Latter-day Saints - Human Resources 2008 - 2010
Skills
Public Speaking, Microsoft Office, Teaching, Social Media, Volunteer Management, Blogging, Religion, Community Outreach, Leadership, Research, PowerPoint, Leadership Development, Creative Writing, Humor, Public Safety, Customer Service, Nutrition Education, Sports Nutrition, Human Nutrition, Facebook, Editing, Nonprofits, Teamwork, Time Management, Team Leadership, Sales, Team Building, Social Networking, Management, Training, Critical Thinking, Writing, Statistics, Finance
Education
Utah Valley University 2015 — 2016
CFP, Financial Planning and Services
Brigham Young University 2010 — 2014
Bachelor of Science (BS), Nutritional Science
Samantha Jensen Samantha Jensen's Summit Financial Experience September 2012 - May 2014
Job Marketing Coordinator at Nu Skin Enterprises
Industry Public Relations and Communications
Experience
MGM Resorts International September 2015 - Present
Nu Skin Enterprises December 2014 - June 2015
Deseret Book- Shadow Mountain Publishing August 2014 - May 2015
Wallaroo Media September 2014 - January 2015
Deseret Book May 2014 - August 2014
Naccarato Leadership Center September 2013 - May 2014
Summit Financial September 2012 - May 2014
Skills
Social Media, Advertising, Event Planning, Public Speaking, Marketing, Public Relations, Leadership, PowerPoint, Facebook, Research, Editing, Sales, Strategic Planning, Microsoft Excel, Social Media Marketing
Education
Brigham Young University 2011 — 2014
Communications: Public Relations
MGM Resorts International September 2015 - Present
Nu Skin Enterprises December 2014 - June 2015
Deseret Book- Shadow Mountain Publishing August 2014 - May 2015
Wallaroo Media September 2014 - January 2015
Deseret Book May 2014 - August 2014
Naccarato Leadership Center September 2013 - May 2014
Summit Financial September 2012 - May 2014
Skills
Social Media, Advertising, Event Planning, Public Speaking, Marketing, Public Relations, Leadership, PowerPoint, Facebook, Research, Editing, Sales, Strategic Planning, Microsoft Excel, Social Media Marketing
Education
Brigham Young University 2011 — 2014
Communications: Public Relations
Kim Askew Kim Askew's Summit Financial Experience September 2006 - May 2010
Job Advancement Director at MosaicVirginia
Industry Nonprofit Organization Management
Experience
Mosaic-Virginia January 2014 - Present
Monarch Title September 2010 - January 2014
Summit Financial September 2006 - May 2010
Mortgage Loan Support Services, LLC December 2002 - September 2006
Skills
Real Estate, Strategic Planning, Investments, Asset Managment, Negotiation, First Time Home Buyers, New Business Development, Business Development, Selling, Project Management, Public Speaking, Small Business, Contract Negotiation, Start-ups, Financial Analysis, Marketing Strategy, Marketing, Lead Generation, Sales, Customer Service, Leadership, Program Management, Event Planning
Education
Daytona State College
Mosaic-Virginia January 2014 - Present
Monarch Title September 2010 - January 2014
Summit Financial September 2006 - May 2010
Mortgage Loan Support Services, LLC December 2002 - September 2006
Skills
Real Estate, Strategic Planning, Investments, Asset Managment, Negotiation, First Time Home Buyers, New Business Development, Business Development, Selling, Project Management, Public Speaking, Small Business, Contract Negotiation, Start-ups, Financial Analysis, Marketing Strategy, Marketing, Lead Generation, Sales, Customer Service, Leadership, Program Management, Event Planning
Education
Daytona State College
Marissa Margaret Landry Marissa Margaret Landry's Summit Financial Experience April 2013 - Present
Job Benefits Analyst at Summit Financial Corporation
Industry Human Resources
Experience
Summit Financial April 2013 - Present
Mercury Systems July 2010 - April 2013
AECOM December 2008 - June 2009
Massachusetts College of Liberal Arts September 2008 - May 2009
Mercury Computer Systems March 2007 - August 2008
Skills
Excel, PowerPoint, Oracle Applications, Lawson, Oracle Discoverer, Oracle E-Business Suite, Word, Outlook, Google Docs, HRIS, Interviews, Microsoft Word, Microsoft Excel
Education
University of Massachusetts at Lowell 2012 — 2014
Master of Business Administration (MBA), Graduated with a cumulative GPA of 3.7
University of Massachusetts at Lowell 2008 — 2012
Bachelor of Science, Business-Administration Management
Summit Financial April 2013 - Present
Mercury Systems July 2010 - April 2013
AECOM December 2008 - June 2009
Massachusetts College of Liberal Arts September 2008 - May 2009
Mercury Computer Systems March 2007 - August 2008
Skills
Excel, PowerPoint, Oracle Applications, Lawson, Oracle Discoverer, Oracle E-Business Suite, Word, Outlook, Google Docs, HRIS, Interviews, Microsoft Word, Microsoft Excel
Education
University of Massachusetts at Lowell 2012 — 2014
Master of Business Administration (MBA), Graduated with a cumulative GPA of 3.7
University of Massachusetts at Lowell 2008 — 2012
Bachelor of Science, Business-Administration Management
Brittany Glenn's Summit Financial Experience August 2009 - April 2011
Job Internal Operations Manager at Cincy Red Bike
Industry Nonprofit Organization Management
Experience
Cincy Red Bike September 2014 - Present
Infintech June 2012 - September 2014
National Underground Railroad Freedom Center February 2013 - August 2013
Cincinnati Museum Center March 2013 - May 2013
Mustard Seeds April 2011 - June 2012
Summit Financial August 2009 - April 2011
Skills
Sales, Copywriting, Leadership, Event Planning, Research, Customer Service, Integration, E-commerce, Nonprofits, Fundraising, Strategic Planning, Social Media, Payments, Account Management, HTML, CSS, Team Building, Mobile Devices, Database Administration, Salesforce.com, Community Outreach, Community Engagement, Project Management, Staff Management, Editing, Business Development
Education
Northern Kentucky University 2011 — 2013
Bachelor of Arts (B.A.), History
Wright State University 2008 — 2011
Social Science Teacher Education
Cincy Red Bike September 2014 - Present
Infintech June 2012 - September 2014
National Underground Railroad Freedom Center February 2013 - August 2013
Cincinnati Museum Center March 2013 - May 2013
Mustard Seeds April 2011 - June 2012
Summit Financial August 2009 - April 2011
Skills
Sales, Copywriting, Leadership, Event Planning, Research, Customer Service, Integration, E-commerce, Nonprofits, Fundraising, Strategic Planning, Social Media, Payments, Account Management, HTML, CSS, Team Building, Mobile Devices, Database Administration, Salesforce.com, Community Outreach, Community Engagement, Project Management, Staff Management, Editing, Business Development
Education
Northern Kentucky University 2011 — 2013
Bachelor of Arts (B.A.), History
Wright State University 2008 — 2011
Social Science Teacher Education
Deanna Montz Deanna Montz's Summit Financial Experience September 2010 - Present
Job Customer Service
Industry Financial Services
Experience
Summit Financial September 2010 - Present
any June 2006 - September 2010
Remax All Star Realtors June 2007 - January 2009
Holiday Inn Convention Center July 2004 - June 2006
Education
Wyoming Real Estate Institute 2008 — 2008
Sales Associate, Real Estate
Arkansas State University 2000 — 2002
None, General
Summit Financial September 2010 - Present
any June 2006 - September 2010
Remax All Star Realtors June 2007 - January 2009
Holiday Inn Convention Center July 2004 - June 2006
Education
Wyoming Real Estate Institute 2008 — 2008
Sales Associate, Real Estate
Arkansas State University 2000 — 2002
None, General
Izzy Holder Izzy Holder's Summit Financial Experience 1999 - 2005
Job Front line Underwriter at American Pacific Mortgage
Industry Financial Services
Experience
American Pacific Mortgage May 2015 - Present
Urban Lending Solutions September 2014 - May 2015
Access Capital May 2014 - July 2014
NA December 2013 - March 2014
Colbalt Mortgage July 2013 - October 2013
Plaza Home Mortgage 2012 - March 2013
American Home Funding March 2009 - March 2010
Preferred Lending Group LLC July 2005 - March 2009
Summit Financial 1999 - 2005
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Strategic Planning, Negotiation, Team Building, Real Estate, New Business Development, Coaching, Sales Management, Contract Negotiation, Sales, Mortgage Banking, Harp, Self-Employed Borrowers, PowerPoint, Mortgage Lending, Retail, Commercial Lending, Residential Homes, Banking, Refinance, Residential Mortgages, Loan Origination, FHA, VA loans, USDA, Reverse Mortgages, Underwriting, Loans, Credit, Real Estate Financing, FHA Financing, Business Development, Finance, Investment Properties, Credit Analysis, First Time Home Buyers, Mortgage Underwriting
Education
Metro State College
Yeshiva Toras Chaim Talmudical Seminary
American Pacific Mortgage May 2015 - Present
Urban Lending Solutions September 2014 - May 2015
Access Capital May 2014 - July 2014
NA December 2013 - March 2014
Colbalt Mortgage July 2013 - October 2013
Plaza Home Mortgage 2012 - March 2013
American Home Funding March 2009 - March 2010
Preferred Lending Group LLC July 2005 - March 2009
Summit Financial 1999 - 2005
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Strategic Planning, Negotiation, Team Building, Real Estate, New Business Development, Coaching, Sales Management, Contract Negotiation, Sales, Mortgage Banking, Harp, Self-Employed Borrowers, PowerPoint, Mortgage Lending, Retail, Commercial Lending, Residential Homes, Banking, Refinance, Residential Mortgages, Loan Origination, FHA, VA loans, USDA, Reverse Mortgages, Underwriting, Loans, Credit, Real Estate Financing, FHA Financing, Business Development, Finance, Investment Properties, Credit Analysis, First Time Home Buyers, Mortgage Underwriting
Education
Metro State College
Yeshiva Toras Chaim Talmudical Seminary
Tom Kilcoyne Tom Kilcoyne's Summit Financial Experience 2005 - Present
Job Vice President at Summit Financial
Industry Financial Services
Experience
Summit Financial 2005 - Present
Valeri Life & Health Agency, Inc. January 1990 - October 2007
Skills
Employee Benefits, Health Insurance, Account Management, Strategic Consulting, Strategic Planning, Leadership, Life Insurance, Sales, Executive Benefit..., Marketing
Education
The American College 1975 — 1978
Chartered Life Underwriter, Insurance
Bowdoin College 1969 — 1973
BA, Government and Legal Studies
Summit Financial 2005 - Present
Valeri Life & Health Agency, Inc. January 1990 - October 2007
Skills
Employee Benefits, Health Insurance, Account Management, Strategic Consulting, Strategic Planning, Leadership, Life Insurance, Sales, Executive Benefit..., Marketing
Education
The American College 1975 — 1978
Chartered Life Underwriter, Insurance
Bowdoin College 1969 — 1973
BA, Government and Legal Studies
Mike DeMotte's Summit Financial Experience August 2005 - December 2005
Job Budget Manager at Intermountain Healthcare
Industry Hospital & Health Care
Experience
Intermountain Healthcare November 2012 - Present
Intermountain Healthcare May 2008 - November 2012
Academy at Canyon Creek December 2005 - May 2008
Allstate May 2007 - August 2007
Summit Financial August 2005 - December 2005
Skills
Financial Analysis, Budgeting, Excel, PowerPoint, Word, Outlook, Forecasting, Capital Budgeting, Spanish, Access, Essbase, Leadership, Microsoft Excel, Budgets, Data Analysis, Analysis, Research, Public Speaking, Healthcare, Microsoft Word, Policy, Finance, Process Improvement, Financial Accounting, Variance Analysis, Financial Modeling
Education
Utah State University 2013 — 2015
Master of Business Administration (MBA)
Brigham Young University 2005 — 2008
B.S., Management, Finance
Intermountain Healthcare November 2012 - Present
Intermountain Healthcare May 2008 - November 2012
Academy at Canyon Creek December 2005 - May 2008
Allstate May 2007 - August 2007
Summit Financial August 2005 - December 2005
Skills
Financial Analysis, Budgeting, Excel, PowerPoint, Word, Outlook, Forecasting, Capital Budgeting, Spanish, Access, Essbase, Leadership, Microsoft Excel, Budgets, Data Analysis, Analysis, Research, Public Speaking, Healthcare, Microsoft Word, Policy, Finance, Process Improvement, Financial Accounting, Variance Analysis, Financial Modeling
Education
Utah State University 2013 — 2015
Master of Business Administration (MBA)
Brigham Young University 2005 — 2008
B.S., Management, Finance
Burgess Owens's Summit Financial Experience January 1995 - January 2001
Job CEO/ President at MedOCard USA
Industry Health, Wellness and Fitness
Experience
Med-O-Card USA January 2013 - Present
EHS June 2015 - Present
Burgess Owens Talks 1990 - Present
Pure & Simple Systems 2009 - January 2013
Motorola 2008 - 2009
Sprint/Nextel Inc 2001 - 2008
Summit Financial January 1995 - January 2001
WordPerfect Corporation January 1989 - January 1994
National Football League 1973 - 1983
Skills
Strategy, Customer Service, Motivational Speaking, Selling, Public Speaking, Enterprise Software, SaaS, Management, Product Management, Recruiting, Advertising, E-commerce, Call Centers, Marketing, Salesforce.com, Project Planning, Training, Team Building, Selling Skills, Contract Negotiation, Business Planning, Direct Sales, Negotiation, Budgets, Strategic Partnerships, Integration, VoIP, Channel Partners, Marketing Strategy, Customer Retention, Cloud Computing, Unified Communications, Market Analysis, Managed Services, Cross-functional Team..., Time Management, Market Planning, Team Leadership, Project Management, Start-ups, Retail, Leadership, Sales
Education
University of Miami 1969 — 1974
BS, Biology/Chemistry
Med-O-Card USA January 2013 - Present
EHS June 2015 - Present
Burgess Owens Talks 1990 - Present
Pure & Simple Systems 2009 - January 2013
Motorola 2008 - 2009
Sprint/Nextel Inc 2001 - 2008
Summit Financial January 1995 - January 2001
WordPerfect Corporation January 1989 - January 1994
National Football League 1973 - 1983
Skills
Strategy, Customer Service, Motivational Speaking, Selling, Public Speaking, Enterprise Software, SaaS, Management, Product Management, Recruiting, Advertising, E-commerce, Call Centers, Marketing, Salesforce.com, Project Planning, Training, Team Building, Selling Skills, Contract Negotiation, Business Planning, Direct Sales, Negotiation, Budgets, Strategic Partnerships, Integration, VoIP, Channel Partners, Marketing Strategy, Customer Retention, Cloud Computing, Unified Communications, Market Analysis, Managed Services, Cross-functional Team..., Time Management, Market Planning, Team Leadership, Project Management, Start-ups, Retail, Leadership, Sales
Education
University of Miami 1969 — 1974
BS, Biology/Chemistry
David Touhill David Touhill's Summit Financial Experience January 2008 - Present
Job Marketing and Support at Summit Financial Resources
Industry Financial Services
Experience
Summit Financial January 2008 - Present
Americans for Prosperity May 2008 - June 2008
J.Crew September 2007 - March 2008
Education
DeSales University 2008 — 2012
Koinonia Academy 1980 — 2008
Summit Financial January 2008 - Present
Americans for Prosperity May 2008 - June 2008
J.Crew September 2007 - March 2008
Education
DeSales University 2008 — 2012
Koinonia Academy 1980 — 2008
Whitney Rosenberg Whitney Rosenberg's Summit Financial Experience February 2010 - September 2010
Job Infographic Engineer at Domo, Inc.
Industry Computer Software
Experience
Domo, Inc. July 2014 - Present
Domo, Inc. June 2013 - July 2014
Domo, Inc. June 2011 - June 2013
Brigham Young University September 2010 - January 2012
Summit Financial February 2010 - September 2010
Skills
Testing, Quality Assurance, Java, Technical Writing, Manual Testing, Agile Methodologies, Automation, Microsoft Excel, Salesforce.com, Scrum, Atlassian JIRA, Microsoft Word, PowerPoint, JavaScript, D3.js, AngularJS
Education
Brigham Young University 2008 — 2015
Bachelor's degree, Computer Science
Mountainland Applied Technology College 2007 — 2008
Technical Certificate, Veterinary Assistant
Domo, Inc. July 2014 - Present
Domo, Inc. June 2013 - July 2014
Domo, Inc. June 2011 - June 2013
Brigham Young University September 2010 - January 2012
Summit Financial February 2010 - September 2010
Skills
Testing, Quality Assurance, Java, Technical Writing, Manual Testing, Agile Methodologies, Automation, Microsoft Excel, Salesforce.com, Scrum, Atlassian JIRA, Microsoft Word, PowerPoint, JavaScript, D3.js, AngularJS
Education
Brigham Young University 2008 — 2015
Bachelor's degree, Computer Science
Mountainland Applied Technology College 2007 — 2008
Technical Certificate, Veterinary Assistant
Daniel LeFevre's Summit Financial Experience January 2012 - June 2012
Job Teacher at Missionary Training Center
Industry Information Services
Experience
Missionary Training Center July 2013 - Present
BYU June 2012 - August 2013
BYUSA June 2012 - January 2013
Summit Financial January 2012 - June 2012
The Church of Jesus Christ of Latter-day Saints November 2008 - November 2010
Skills
Public Speaking, Time Management, Microsoft Office, Teamwork, Teaching, Microsoft Word, Social Media, Spanish, Leadership, Research, Volunteer Management, Languages, GIS, Geographic Information..., Sales, Data Analysis, Management, Portuguese, Business Ethics, Business Strategy, PowerPoint, Recruiting, Access, Microsoft Excel, Finance, Editing, Analysis, Marketing, Brazilian Portuguese, Statistics, Training, Market Research
Education
Brigham Young University 2011 — 2015
Bachelor of Science (B.S.), Major: Geography (Geographic Information Systems Emphasis) Minor: Business Administration
Bountiful High School 2005 — 2008
Missionary Training Center July 2013 - Present
BYU June 2012 - August 2013
BYUSA June 2012 - January 2013
Summit Financial January 2012 - June 2012
The Church of Jesus Christ of Latter-day Saints November 2008 - November 2010
Skills
Public Speaking, Time Management, Microsoft Office, Teamwork, Teaching, Microsoft Word, Social Media, Spanish, Leadership, Research, Volunteer Management, Languages, GIS, Geographic Information..., Sales, Data Analysis, Management, Portuguese, Business Ethics, Business Strategy, PowerPoint, Recruiting, Access, Microsoft Excel, Finance, Editing, Analysis, Marketing, Brazilian Portuguese, Statistics, Training, Market Research
Education
Brigham Young University 2011 — 2015
Bachelor of Science (B.S.), Major: Geography (Geographic Information Systems Emphasis) Minor: Business Administration
Bountiful High School 2005 — 2008
Kerrie Schaefer-Goldwater Kerrie Schaefer-Goldwater's Summit Financial Experience 2000 - 2002
Job Secondary Marketing Manager at America's Choice Home Loans
Industry Financial Services
Experience
America's Choice Home Loans August 2013 - Present
Amegy Mortgage November 2011 - September 2013
Envoy Mortgage January 2010 - November 2011
Hometrust Mortgage April 2006 - January 2010
RBC Mortgage February 2003 - May 2005
STERLING CAPITAL MORTGAGE 2003 - 2005
Summit Financial Resources May 2000 - March 2002
Summit Financial 2000 - 2002
Imperial Bank 1999 - 2000
Bay View Funding 1997 - 1998
Skills
Loans, Mortgage Lending, Residential Mortgages, Credit, Mortgage Banking, Finance, Banking, FHA, Financial Services, Loan Origination, USDA, Refinance, FHA financing, Underwriting, Credit Analysis, Mortgage Underwriting, Consumer Lending, Financial Risk, Commercial Mortgages, VA loans, Credit Risk, Mortgage Servicing, Loan Servicing, Reverse Mortgages, Commercial Lending, Funding, Construction Loans, Financial Structuring, Loss Mitigation, Government Loans
Education
San Jacinto College
America's Choice Home Loans August 2013 - Present
Amegy Mortgage November 2011 - September 2013
Envoy Mortgage January 2010 - November 2011
Hometrust Mortgage April 2006 - January 2010
RBC Mortgage February 2003 - May 2005
STERLING CAPITAL MORTGAGE 2003 - 2005
Summit Financial Resources May 2000 - March 2002
Summit Financial 2000 - 2002
Imperial Bank 1999 - 2000
Bay View Funding 1997 - 1998
Skills
Loans, Mortgage Lending, Residential Mortgages, Credit, Mortgage Banking, Finance, Banking, FHA, Financial Services, Loan Origination, USDA, Refinance, FHA financing, Underwriting, Credit Analysis, Mortgage Underwriting, Consumer Lending, Financial Risk, Commercial Mortgages, VA loans, Credit Risk, Mortgage Servicing, Loan Servicing, Reverse Mortgages, Commercial Lending, Funding, Construction Loans, Financial Structuring, Loss Mitigation, Government Loans
Education
San Jacinto College
Andrew Tyner Andrew Tyner's Summit Financial Experience May 2012 - August 2012
Job FX Institutional Client Service Professional at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2014 - Present
Elon University Mail Center September 2011 - May 2014
JPMorgan Chase June 2013 - August 2013
Summit Financial May 2012 - August 2012
Smoothie King July 2008 - August 2012
Elon University August 2011 - November 2011
Skills
Financial Modeling, Financial Analysis, DCF Valuation, Microsoft Excel, PowerPoint, Valuation, Customer Service, Data Entry, Social Networking, Microsoft Word, Microsoft Office, Facebook, Leadership, Finance, Teamwork, Time Management, Outlook, Social Media, Public Speaking
Education
Elon University - Martha and Spencer Love School of Business 2010 — 2014
Bachelor of Science Business Administration, Finance, General, 3.5
Loyola Blakefield 2006 — 2010
High School
JPMorgan Chase July 2014 - Present
Elon University Mail Center September 2011 - May 2014
JPMorgan Chase June 2013 - August 2013
Summit Financial May 2012 - August 2012
Smoothie King July 2008 - August 2012
Elon University August 2011 - November 2011
Skills
Financial Modeling, Financial Analysis, DCF Valuation, Microsoft Excel, PowerPoint, Valuation, Customer Service, Data Entry, Social Networking, Microsoft Word, Microsoft Office, Facebook, Leadership, Finance, Teamwork, Time Management, Outlook, Social Media, Public Speaking
Education
Elon University - Martha and Spencer Love School of Business 2010 — 2014
Bachelor of Science Business Administration, Finance, General, 3.5
Loyola Blakefield 2006 — 2010
High School
Ben Goffin Ben Goffin's Summit Financial Experience June 2013 - August 2013
Job Account Executive at FareHarbor
Industry
Experience
FareHarbor August 2015 - Present
The VIA Agency May 2014 - August 2014
Summit Financial June 2013 - August 2013
Skills
Baseball, PowerPoint, Microsoft Excel, Social Media, Research
Education
Hamilton College 2011 — 2015
Economics
FareHarbor August 2015 - Present
The VIA Agency May 2014 - August 2014
Summit Financial June 2013 - August 2013
Skills
Baseball, PowerPoint, Microsoft Excel, Social Media, Research
Education
Hamilton College 2011 — 2015
Economics
James T. Samuel's Summit Financial Experience August 2015 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Summit Financial August 2015 - Present
UPS July 2015 - August 2015
Prudential Financial June 2012 - February 2015
Prudential Financial April 2012 - June 2012
Liberty Tax Service January 2012 - April 2012
Champion Child Care August 2010 - April 2012
USI Consulting Group November 2008 - July 2009
Babson Capital Management November 2007 - February 2008
Hooker & Holcombe, Inc. April 2007 - July 2007
Derby and Company, Inc. July 2003 - April 2007
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Spreadsheets, Lotus Notes, Access, Valuation, Pensions, Employee Benefits, Retirement, Investments, Analysis, Financial Analysis, Data Analysis, Insurance, Microsoft Office, Mutual Funds, Strategic Planning, Actuarial Science, Accounting, Defined Benefit, Risk Management, Training, Financial Services, Fixed Annuities, 401k
Education
Bentley University 1994 — 1999
B.S., Mathematics
Lynnfield High School 1992 — 1994
Diploma, General Education
Summit Financial August 2015 - Present
UPS July 2015 - August 2015
Prudential Financial June 2012 - February 2015
Prudential Financial April 2012 - June 2012
Liberty Tax Service January 2012 - April 2012
Champion Child Care August 2010 - April 2012
USI Consulting Group November 2008 - July 2009
Babson Capital Management November 2007 - February 2008
Hooker & Holcombe, Inc. April 2007 - July 2007
Derby and Company, Inc. July 2003 - April 2007
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Spreadsheets, Lotus Notes, Access, Valuation, Pensions, Employee Benefits, Retirement, Investments, Analysis, Financial Analysis, Data Analysis, Insurance, Microsoft Office, Mutual Funds, Strategic Planning, Actuarial Science, Accounting, Defined Benefit, Risk Management, Training, Financial Services, Fixed Annuities, 401k
Education
Bentley University 1994 — 1999
B.S., Mathematics
Lynnfield High School 1992 — 1994
Diploma, General Education
Nikki Cormier's Summit Financial Experience May 2009 - September 2010
Job Executive Assistant at CES/REGISTRY for College and University Presidents
Industry Higher Education
Experience
Collegiate Enterprise Solutions, LLC November 2013 - Present
Hills-Mor Construction / Norfolk Park May 2010 - February 2015
Oracle Corporation March 2011 - November 2012
Summit Financial May 2009 - September 2010
North Reading Town Hall June 2006 - September 2008
Skills
Microsoft Office, Customer Service, Outlook, Accounting, Event Planning, QuickBooks, Coordinating Meetings, Networking, Management, PowerPoint, Teamwork, Microsoft Word, Administrative..., Salesforce.com, Program Management, Access, Microsoft Excel, Research, Public Speaking, Time Management
Education
Colby Sawyer College 2006 — 2010
BA, Business Administration
Bishop Fenwick High School 2002 — 2006
Collegiate Enterprise Solutions, LLC November 2013 - Present
Hills-Mor Construction / Norfolk Park May 2010 - February 2015
Oracle Corporation March 2011 - November 2012
Summit Financial May 2009 - September 2010
North Reading Town Hall June 2006 - September 2008
Skills
Microsoft Office, Customer Service, Outlook, Accounting, Event Planning, QuickBooks, Coordinating Meetings, Networking, Management, PowerPoint, Teamwork, Microsoft Word, Administrative..., Salesforce.com, Program Management, Access, Microsoft Excel, Research, Public Speaking, Time Management
Education
Colby Sawyer College 2006 — 2010
BA, Business Administration
Bishop Fenwick High School 2002 — 2006
Jacob Begay's Summit Financial Experience December 2010 - March 2011
Job Sales Representative at NorthStar
Industry Information Technology and Services
Experience
NorthStar Alarm Services April 2015 - Present
Vivint March 2014 - April 2015
Brigham Young University February 2012 - May 2014
Alterra Pest Control May 2013 - August 2013
Summit Financial December 2010 - March 2011
Vision Home Security May 2010 - August 2010
Vision Home Security May 2007 - October 2007
Skills
Java, Customer Service, CSS, PowerPoint, SQL, Microsoft Word, OS X, Microsoft Office, Windows 7, Microsoft Excel, HTML, Research, Data Analysis, Public Speaking, Linux, Programming, Windows, Troubleshooting, WordPress, Computer Hardware, C++, Access
Education
Brigham Young University 2010 — 2014
Bachelor of Arts (B.A.), Political Science
NorthStar Alarm Services April 2015 - Present
Vivint March 2014 - April 2015
Brigham Young University February 2012 - May 2014
Alterra Pest Control May 2013 - August 2013
Summit Financial December 2010 - March 2011
Vision Home Security May 2010 - August 2010
Vision Home Security May 2007 - October 2007
Skills
Java, Customer Service, CSS, PowerPoint, SQL, Microsoft Word, OS X, Microsoft Office, Windows 7, Microsoft Excel, HTML, Research, Data Analysis, Public Speaking, Linux, Programming, Windows, Troubleshooting, WordPress, Computer Hardware, C++, Access
Education
Brigham Young University 2010 — 2014
Bachelor of Arts (B.A.), Political Science
Chris Karjanis's Summit Financial Experience September 2009 - June 2010
Job Management Analyst at Department of Defense
Industry Government Administration
Experience
Department of Defense June 2015 - Present
Department of Veterans Affairs June 2011 - Present
United States Marine Corps January 2004 - January 2012
Karjanis and Sons Motors LLC August 2007 - May 2011
Summit Financial September 2009 - June 2010
Skills
Program Management, Forecasting, Training, Analysis, Budgets, Process Improvement, Management, Data Analysis, Microsoft Office, Software Documentation, Operations Management, Risk Management, Business Strategy, Financial Analysis, Marketing, Project Management, Leadership, Team Leadership, PowerPoint, Microsoft Excel, Microsoft Word, Research, Logistics, Customer Service, Access
Education
Southern Connecticut State University 2010 — 2011
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies, 3.74
Southern Connecticut State University 2006 — 2009
Bachelor of Business Administration (BBA), Marketing
Department of Defense June 2015 - Present
Department of Veterans Affairs June 2011 - Present
United States Marine Corps January 2004 - January 2012
Karjanis and Sons Motors LLC August 2007 - May 2011
Summit Financial September 2009 - June 2010
Skills
Program Management, Forecasting, Training, Analysis, Budgets, Process Improvement, Management, Data Analysis, Microsoft Office, Software Documentation, Operations Management, Risk Management, Business Strategy, Financial Analysis, Marketing, Project Management, Leadership, Team Leadership, PowerPoint, Microsoft Excel, Microsoft Word, Research, Logistics, Customer Service, Access
Education
Southern Connecticut State University 2010 — 2011
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies, 3.74
Southern Connecticut State University 2006 — 2009
Bachelor of Business Administration (BBA), Marketing
Erik Vande Velde's Summit Financial Experience January 2014 - November 2014
Job Lantek Corporation, Account Manager
Industry Electrical/Electronic Manufacturing
Experience
Summit Financial January 2014 - November 2014
Dalessio Chevrolet & Buick September 2012 - May 2014
Dalessio Chevrolet & Buick 2012 - 2014
Sach North America June 2010 - September 2011
Skills
OneNote, Microsoft Office, Microsoft Excel, Typing, Microsoft Word, Social Media Marketing, Direct advertising, Sales Management
Education
Berkeley College 2009 — 2012
Bachelor's of Science, Marketing
County College of Morris 2008 — 2009
Summit Financial January 2014 - November 2014
Dalessio Chevrolet & Buick September 2012 - May 2014
Dalessio Chevrolet & Buick 2012 - 2014
Sach North America June 2010 - September 2011
Skills
OneNote, Microsoft Office, Microsoft Excel, Typing, Microsoft Word, Social Media Marketing, Direct advertising, Sales Management
Education
Berkeley College 2009 — 2012
Bachelor's of Science, Marketing
County College of Morris 2008 — 2009
Trevor Grace, MSA's Summit Financial Experience January 2013 - Present
Job Audit/Tax
Industry Accounting
Experience
Baker Newman Noyes September 2015 - Present
Summit Financial January 2013 - Present
tonneson + co June 2013 - September 2013
Pegasystems July 2012 - August 2012
Martin J. Scafidi P.C. January 2012 - January 2012
Skills
Tax Preparation, Tax Accounting, CCH Axcess Tax, ProSystem fx Tax, CCH ProSystem fx, QuickBooks, Microsoft Excel, Financial Accounting, Microsoft Word, Microsoft Office, Windows 7, Practice Management, AccountEdge
Education
University of Massachusetts Lowell 2014 — 2015
Master's Degree, Accounting, 3.6 PGA
Endicott College 2010 — 2014
Bachelor's Degree, Accounting, 3.6 GPA
Bishop Fenwick High School 2006 — 2010
High School
Baker Newman Noyes September 2015 - Present
Summit Financial January 2013 - Present
tonneson + co June 2013 - September 2013
Pegasystems July 2012 - August 2012
Martin J. Scafidi P.C. January 2012 - January 2012
Skills
Tax Preparation, Tax Accounting, CCH Axcess Tax, ProSystem fx Tax, CCH ProSystem fx, QuickBooks, Microsoft Excel, Financial Accounting, Microsoft Word, Microsoft Office, Windows 7, Practice Management, AccountEdge
Education
University of Massachusetts Lowell 2014 — 2015
Master's Degree, Accounting, 3.6 PGA
Endicott College 2010 — 2014
Bachelor's Degree, Accounting, 3.6 GPA
Bishop Fenwick High School 2006 — 2010
High School
Kim Caschette's Summit Financial Experience November 2005 - March 2006
Job Managing Partner at VK Holdings, L.L.C.
Industry Real Estate
Experience
VK Holdings, L.L.C. November 2009 - Present
Twin Owls Enterprises L.L.C April 2008 - Present
Comunicano January 2010 - December 2010
Adoption Alliance 2003 - 2009
rabble+rouser August 2007 - February 2008
Summit Financial November 2005 - March 2006
LeftHand Networks February 2005 - November 2005
CSG Software January 2004 - October 2004
Verio September 2000 - September 2003
GE IT Distribution 1998 - 2000
Skills
Lead Generation, Competitive Analysis, Market Research, Strategy, Sales, Product Marketing, Management, Program Management, Marketing Strategy, Business Planning, Start-ups, Channel Account..., Real Estate Investor, Real Estate Development, Analysis, Executive Management, Channel Partners, Real Estate Transactions
Education
University of Denver 1999 — 2001
Master's degree
Western Michigan University
Bachelor's of Business Administration
VK Holdings, L.L.C. November 2009 - Present
Twin Owls Enterprises L.L.C April 2008 - Present
Comunicano January 2010 - December 2010
Adoption Alliance 2003 - 2009
rabble+rouser August 2007 - February 2008
Summit Financial November 2005 - March 2006
LeftHand Networks February 2005 - November 2005
CSG Software January 2004 - October 2004
Verio September 2000 - September 2003
GE IT Distribution 1998 - 2000
Skills
Lead Generation, Competitive Analysis, Market Research, Strategy, Sales, Product Marketing, Management, Program Management, Marketing Strategy, Business Planning, Start-ups, Channel Account..., Real Estate Investor, Real Estate Development, Analysis, Executive Management, Channel Partners, Real Estate Transactions
Education
University of Denver 1999 — 2001
Master's degree
Western Michigan University
Bachelor's of Business Administration
Blake Justus's Summit Financial Experience 2000 - 2002
Job at JB Hunt Transport Services, Inc.
Industry Transportation/Trucking/Railroad
Experience
JB Hunt Transport Services, Inc. March 2010 - Present
Legacy Mortgage January 2007 - July 2010
Summit Financial 2000 - 2002
Skills
Logistics, Supply Chain, Logistics Management, Transportation, Supply Chain Management, Inventory Management, Operations Management, Transportation..., 3PL, Warehousing, Trucking, Management, Freight, LTL, Truckload, Forecasting, Container
Education
University of Arkansas at Fayetteville 1993 — 1997
Bachelor of Science (BS), Accounting and Finance
JB Hunt Transport Services, Inc. March 2010 - Present
Legacy Mortgage January 2007 - July 2010
Summit Financial 2000 - 2002
Skills
Logistics, Supply Chain, Logistics Management, Transportation, Supply Chain Management, Inventory Management, Operations Management, Transportation..., 3PL, Warehousing, Trucking, Management, Freight, LTL, Truckload, Forecasting, Container
Education
University of Arkansas at Fayetteville 1993 — 1997
Bachelor of Science (BS), Accounting and Finance
Denise Blanchard Goldsborough's Summit Financial Experience April 2004 - May 2011
Job Real Estate Agent at Four Seasons Sothey's Int'l Realty
Industry Real Estate
Experience
Chenette Real Estate March 2013 - Present
Regency Mortgage Corp May 2011 - May 2013
Summit Financial April 2004 - May 2011
Shearer Chevrolet October 2001 - February 2004
Herbalife January 1996 - May 2001
Skills
Finance, Sales, Mortgage Lending, Real Estate, Refinance
Education
Berklee College of Music 1985 — 1990
Professional Music
Johnson State College 1983 — 1984
Chenette Real Estate March 2013 - Present
Regency Mortgage Corp May 2011 - May 2013
Summit Financial April 2004 - May 2011
Shearer Chevrolet October 2001 - February 2004
Herbalife January 1996 - May 2001
Skills
Finance, Sales, Mortgage Lending, Real Estate, Refinance
Education
Berklee College of Music 1985 — 1990
Professional Music
Johnson State College 1983 — 1984
Robert Hinkel's Summit Financial Experience August 2003 - December 2003
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
Fidelity Investments June 2007 - August 2014
Merrill Lynch January 2007 - May 2007
Edward Jones May 2005 - December 2006
Summit Financial August 2003 - December 2003
Lynx Funding January 2003 - July 2003
Education
Radford University - College of Business and Economics 2004 — 2005
Finance, Finance and Financial Management Services
Virginia Military Institute 2000 — 2003
Business & Economics
TIAA-CREF September 2014 - Present
Fidelity Investments June 2007 - August 2014
Merrill Lynch January 2007 - May 2007
Edward Jones May 2005 - December 2006
Summit Financial August 2003 - December 2003
Lynx Funding January 2003 - July 2003
Education
Radford University - College of Business and Economics 2004 — 2005
Finance, Finance and Financial Management Services
Virginia Military Institute 2000 — 2003
Business & Economics
Peter Hagen's Summit Financial Experience 2007 - Present
Job Managing Director at iQ Venture Advisors
Industry Financial Services
Experience
iQ Venture Advisors 2011 - Present
Summit Financial 2007 - Present
Wm. Sword & Co. 2008 - 2009
Roblor Media 2004 - 2007
Cachet Media 1991 - 2004
Hagen Company 1985 - 1991
Merrill Lynch 1979 - 1985
Smith Barney, Harris Upham 1977 - 1979
First Chicago 1974 - 1977
US Army 1967 - 1972
Skills
Venture Capital, Investment Banking, Financial Markets, Mergers, Financial Modeling, Alternative Investments, Entrepreneurship, Banking, Management, Finance, Start-ups, Business Strategy, Private Equity, Strategic Planning, Management Consulting, Mergers & Acquisitions, Due Diligence, Investments, Asset Management
Education
Stanford University Graduate School of Business 1972 — 1974
MBA, Finance, Accounting
United States Military Academy at West Point 1963 — 1967
iQ Venture Advisors 2011 - Present
Summit Financial 2007 - Present
Wm. Sword & Co. 2008 - 2009
Roblor Media 2004 - 2007
Cachet Media 1991 - 2004
Hagen Company 1985 - 1991
Merrill Lynch 1979 - 1985
Smith Barney, Harris Upham 1977 - 1979
First Chicago 1974 - 1977
US Army 1967 - 1972
Skills
Venture Capital, Investment Banking, Financial Markets, Mergers, Financial Modeling, Alternative Investments, Entrepreneurship, Banking, Management, Finance, Start-ups, Business Strategy, Private Equity, Strategic Planning, Management Consulting, Mergers & Acquisitions, Due Diligence, Investments, Asset Management
Education
Stanford University Graduate School of Business 1972 — 1974
MBA, Finance, Accounting
United States Military Academy at West Point 1963 — 1967
Jason Bosler's Summit Financial Experience 2007 - 2008
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2014 - Present
Google August 2012 - August 2013
eFileCabinet June 2010 - April 2012
Qualtrics Labs October 2009 - July 2010
Summit Financial 2007 - 2008
Skills
Sales, Direct Sales, Salesforce.com, Customer Service, Microsoft Office, Lead Generation, Account Management, Marketing, Cold Calling, Sales Process, Market Research, Business Development, Solution Selling, Marketing Strategy
Education
Utah Valley University 2009 — 2011
Business Management
Brigham Young University 2007 — 2009
Fidelity Investments January 2014 - Present
Google August 2012 - August 2013
eFileCabinet June 2010 - April 2012
Qualtrics Labs October 2009 - July 2010
Summit Financial 2007 - 2008
Skills
Sales, Direct Sales, Salesforce.com, Customer Service, Microsoft Office, Lead Generation, Account Management, Marketing, Cold Calling, Sales Process, Market Research, Business Development, Solution Selling, Marketing Strategy
Education
Utah Valley University 2009 — 2011
Business Management
Brigham Young University 2007 — 2009
Romi Herrera's Summit Financial Experience November 2009 - August 2012
Job photographer at Romina Herrera Photography
Industry Financial Services
Experience
Romina Herrera photography August 2012 - Present
Summit Financial November 2009 - August 2012
Skills
401k, Retirement Planning, Investments, Strategic Financial..., Portfolio Management, Financial Analysis, Marketing, Competitive Analysis, Outlook, Financial Modeling, Photography
Education
Broward Community College 2005 — 2007
associates in arts
Hallandale High School 1983 — 1985
high school diploma
Romina Herrera photography August 2012 - Present
Summit Financial November 2009 - August 2012
Skills
401k, Retirement Planning, Investments, Strategic Financial..., Portfolio Management, Financial Analysis, Marketing, Competitive Analysis, Outlook, Financial Modeling, Photography
Education
Broward Community College 2005 — 2007
associates in arts
Hallandale High School 1983 — 1985
high school diploma
Anita Magilke's Summit Financial Experience June 2004 - May 2005
Job Vice President at Rexford Funding LLC
Industry Financial Services
Experience
Rexford Funding LLC January 2008 - Present
Rexford Funding January 2008 - October 2009
Richmond American Homes 2006 - 2009
Richmond American Homes October 2005 - January 2008
Summit Financial June 2004 - May 2005
Madison Investment Advisors June 2003 - June 2004
GE Capital-Commercial Finance May 2002 - August 2002
Education
Arizona State University - W. P. Carey School of Business 2008 — 2010
MBA, Business Administration
University of Wisconsin
Bachelor of Business Administration, Finance, Investments and Banking
Rexford Funding LLC January 2008 - Present
Rexford Funding January 2008 - October 2009
Richmond American Homes 2006 - 2009
Richmond American Homes October 2005 - January 2008
Summit Financial June 2004 - May 2005
Madison Investment Advisors June 2003 - June 2004
GE Capital-Commercial Finance May 2002 - August 2002
Education
Arizona State University - W. P. Carey School of Business 2008 — 2010
MBA, Business Administration
University of Wisconsin
Bachelor of Business Administration, Finance, Investments and Banking
Nora (Nakashian) Douglas's Summit Financial Experience 2007 - 2013
Job CPA
Industry Financial Services
Experience
Abacus Accounting 2014 - Present
CD Katz, LLC 2014 - Present
Summit Financial 2007 - 2013
Scientia Advisors 2007 - 2011
Tofias PC 1989 - 2007
Skills
Accounting, Due Diligence, Mergers, Financial Modeling, Financial Analysis, Valuation, CPA, Financial Accounting, Auditing, Business Planning, Mergers & Acquisitions, GAAP, US GAAP, Financial Reporting, Internal Controls, Strategic Financial..., Venture Capital, Tax Preparation, Management Consulting, Start-ups, Corporate Tax, Tax, Financial Statements, Income Tax, Tax Accounting, Tax Research, Revenue Recognition, QuickBooks, General Ledger
Education
Bentley University 1985 — 1989
BS, Accountancy
Abacus Accounting 2014 - Present
CD Katz, LLC 2014 - Present
Summit Financial 2007 - 2013
Scientia Advisors 2007 - 2011
Tofias PC 1989 - 2007
Skills
Accounting, Due Diligence, Mergers, Financial Modeling, Financial Analysis, Valuation, CPA, Financial Accounting, Auditing, Business Planning, Mergers & Acquisitions, GAAP, US GAAP, Financial Reporting, Internal Controls, Strategic Financial..., Venture Capital, Tax Preparation, Management Consulting, Start-ups, Corporate Tax, Tax, Financial Statements, Income Tax, Tax Accounting, Tax Research, Revenue Recognition, QuickBooks, General Ledger
Education
Bentley University 1985 — 1989
BS, Accountancy
Ray Joakimson's Summit Financial Experience June 1992 - Present
Job Owner at Summit Financial
Industry Financial Services
Experience
Summit Financial June 1992 - Present
US Army September 1980 - September 1992
Skills
Customer Service, Sales Management, New Business Development, Marketing Strategy, Negotiation, Strategic Planning, Insurance
Education
San Jose State University 1978 — 1980
BS, Criminal Justice
San Jose State University 1978 — 1980
Criminal Justice/Police Science
Summit Financial June 1992 - Present
US Army September 1980 - September 1992
Skills
Customer Service, Sales Management, New Business Development, Marketing Strategy, Negotiation, Strategic Planning, Insurance
Education
San Jose State University 1978 — 1980
BS, Criminal Justice
San Jose State University 1978 — 1980
Criminal Justice/Police Science
Ramy Keo's Summit Financial Experience February 2011 - November 2012
Job Associate, Accounts Receivable at Charles River Development
Industry Financial Services
Experience
Charles River Development November 2014 - Present
State Street June 2013 - November 2014
Summit Financial February 2011 - November 2012
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, QuickBooks, Outlook, Windows, Mac, Research, Customer Service, English, Communication Skills, CCH ProSystem fx, Timeslips, Laser Applications
Education
Northeastern University 2011 — 2013
BS, Finance and Accounting Management, GPA of 3.8
Charles River Development November 2014 - Present
State Street June 2013 - November 2014
Summit Financial February 2011 - November 2012
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, QuickBooks, Outlook, Windows, Mac, Research, Customer Service, English, Communication Skills, CCH ProSystem fx, Timeslips, Laser Applications
Education
Northeastern University 2011 — 2013
BS, Finance and Accounting Management, GPA of 3.8