Summit Financial Group
Industry: Bank holding company
DescriptionHeadquarters: Moorefield, WV Founded: 1987 Parent organization: Summit Financial Services Group Subsidiaries: Summit Community Bank, Inc.,
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Summit Financial Group Employees
Summit Financial Group May 2010 - Present
Summit Financial Group/ America's 401(k) March 2010 - December 2011
Fidelity Investments February 2008 - March 2010
Education
LeTourneau University 1997 — 1999
BBA, Business Administration
Utah State University 1992 — 1996
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Summit Financial Group June 1989 - Present
National Financial Partners October 2006 - Present
Skills
Retirement, Investments, Securities, Financial Advisory, Strategy, Financial Planners, Finance, Small Business, FINRA, Management Consulting, Wealth Accumulation, High Net Worth..., Retirement Planning, Wealth Management, Financial Goals, Series 7, 401k, Investment Advisory, Tax, Series 63
Education
Baylor University - Hankamer School of Business 1985 — 1989
Bachelor of Business Administration (BBA), Financial Planning and Services
Pacific Capital Resource Group January 2014 - Present
Summit Financial Group February 2009 - December 2013
Harbor Oral Surgery September 2004 - September 2008
Skills
Time Management, Customer Service, Microsoft Excel, Outlook, PowerPoint, Teamwork, Microsoft Word
Education
Tacoma Community College 2000 — 2002
Associate of Arts and Sciences (A.A.S.)
Summit Financial Group June 2013 - Present
Principal Financial Group December 2012 - April 2013
Grand Energy April 2011 - August 2012
Chase Paymentech February 2006 - May 2010
Skills
Estate Planning, Wealth Accumulation, Asset Allocation, Executive Benefit..., Business Continuation..., 401k, Series 7, Business Continuity..., Mutual Funds, Strategic Financial..., Financial Services, Finance, Wealth Management
Education
Stephen F. Austin State University 1998 — 2004
BBA
PitchBook Data January 2015 - Present
Deloitte September 2012 - January 2015
Claremont McKenna College January 2012 - May 2012
Claremont McKenna College September 2009 - May 2012
Associated Students of Claremont McKenna College March 2011 - March 2012
PACCAR May 2011 - August 2011
Summit Financial Group May 2010 - August 2010
Claremont McKenna College January 2010 - May 2010
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, PowerPoint, Accounting, Data Analysis, Research, Microsoft Word, Public Speaking, Analysis, Budgets, Non-profits, Customer Service, Finance
Education
Claremont McKenna College 2008 — 2012
Bachelor of Arts (B.A.), Economics and Accounting
Charles Wright Academy 2004 — 2008
High School Diploma
Summit Financial Group November 2012 - Present
AlwaysCare Benefits, Inc March 2009 - November 2012
Lafayette Life Insurance Co January 2002 - December 2008
Insurance World, Inc. December 1989 - January 2002
Bankers Life & Casualty May 1987 - December 1989
Skills
Employee Benefits, Insurance, Underwriting, Benefits, Brokers, Product Marketing, Product Development, Dental benefits, Vision plans, Group Benefits, Benefit Analysis, Marketing, Health Insurance, Term Life Insurance, Disability Insurance, Long-term Care, Sales, Health Savings Accounts, Voluntary Employee..., Training, Sales Process, Whole Life, Sales Operations, Life Insurance, Cost Benefit, Dentistry, Critical Illness, Medicare, Accident, Cafeteria Plans, Group Insurance, 401k, Group Medical, Selling, COBRA, Self-funded, Insurance Brokerage, Long Term Care Insurance, Reinsurance, Flexible Spending..., Universal Life, Benefits Administration
Education
University of Louisiana at Monroe 1983 — 1987
Richardson High School 1983 — 1983
Summit Financial Group January 2009 - Present
American Woodmark Corporation October 2006 - January 2009
American Woodmark Corporation April 2004 - October 2006
Pilgrim's Pride/ConAgra/Hester Industries January 1996 - April 2004
United States Department of Defense February 1987 - January 1996
Skills
Auditing, Financial Reporting, Internal Controls, Accounting, Financial Analysis, IFRS, Financial Accounting, Internal Audit, Sarbanes-Oxley Act, Financial Audits, GAAP, US GAAP, Financial Modeling, Inventory Management, IT Audit, Computer Science, Tax, External Audit, Consolidation, Assurance, Sarbanes-Oxley, Cost Accounting, Revenue Recognition, Fixed Assets, Financial Statements, Variance Analysis, Cash Flow Forecasting, Management Accounting, General Ledger, Accruals, Cash Flow, Journal Entries, Enterprise Risk..., Consolidated Financial..., Bank Reconciliation, Financial Forecasting, Account Reconciliation, Year-end Close, Monthly Closing, Project Accounting
Education
Shepherd University 1981 — 1985
Bachelor of Science (B.S.), Accounting and Computer Science
Frostburg State University 1985 — 1987
Bachelor of Science (BS) Accounting and Business Administration, Minor in Programming and Information Systems
Deloitte Consulting March 2011 - Present
Hitachi Consulting August 2008 - April 2011
Summit Financial Group March 2007 - October 2007
Skills
Hyperion Planning, Financial Reporting, Consolidation, Essbase, Business Intelligence, Hyperion Enterprise, Management Consulting, Business Process..., Business Analysis, Financial Modeling, IT Strategy, EPMA, Financial Analysis, Data Warehousing, FDM, Business Process..., Integration, Business Process, Consulting, Forecasting
Education
Southern Methodist University - Cox School of Business 2004 — 2008
BBA, Finance
Cold Springs Community Church August 2009 - June 2014
Titan Financial Associates January 2007 - November 2008
Craig Childress, Inc January 2007 - June 2008
Riback Wealth Management 2006 - 2008
Summit Financial Group June 2005 - August 2006
LPL Financial January 2000 - November 2004
Scudder Investments June 1998 - January 2000
North American Trust Company June 1997 - June 1998
First Trust Corporation June 1994 - May 1997
College Avenue Baptist Church 1989 - 1993
Skills
Investments, Customer Service, Marketing, Strategic Financial..., Church Events, Retirement, Retirement Planning, Leadership, Preaching, Expository Preaching, Bible teaching, Teaching, Writing, Small Group, Missions, Ministry Leadership, Christian Ministry, Life Coaching, Pastoral Counseling, Volunteer Management, Biblical Studies, Team Building, Public Speaking
Education
Western Seminary 2006 — 2014
Master of Arts
San Diego State University-California State University 1988 — 1993
BA
Grossmont College 1989 — 1990
AS
Seattle Pacific University 1982 — 1983
n/a
Bonn American High School 1978 — 1982
Elderberry's Smoothies and Wraps August 2013 - Present
Summit Financial Group May 2013 - August 2013
DuBosar Irrigation June 2009 - August 2012
Summit Financial Group June 2010 - August 2011
Skills
Leadership, Communication, People Skills, Microsoft Word, Microsoft Office, Microsoft Excel, Always Punctual, Highly responsible, Microsoft Access, Data Entry, Sales
Education
Roanoke College 2011 — 2015
Bachelor of Arts (B.A.), Economics
Simsbury High School
Grant Thornton LLP August 2015 - Present
Grant Thornton LLP September 2013 - July 2015
Summit Financial Group January 2013 - April 2013
Scanner Applications December 2011 - January 2013
Total Quality Logistics June 2011 - December 2011
Skills
Outlook, Access, Excel, Word, Photoshop, Time Management, Microsoft Word, PowerPoint, Microsoft Excel, Customer Service, Data Analysis, Microsoft Office, Finance, Accounting, Corporate Finance, Data Entry, Management, Social Media, Sales, Event Management, Auditing, Marketing, Financial Statements, Budgets, Leadership, Forecasting
Education
University of Cincinnati 2008 — 2013
Bachelor, Accounting and Finance
Summit Financial Group December 2013 - Present
Delta Benefit Consulting August 2013 - Present
P & C Agency Commercial Lines, Life, Health, Medicare August 2010 - August 2013
State Farm 1983 - 2010
Skills
Licensed Life & Health..., Licensed Property &..., Sales Operations, Sales Presentations, Sales Management, Marketing Strategy, Social Media Marketing, Organizational..., Community Outreach, CSR, Conflict Resolution, Strategic Sales..., Insurance, Small Business, Employee Benefits, Disability Insurance, Life Insurance, Customer Service, Health Insurance, Public Speaking, Leadership, Team Building, Marketing, Strategic Planning, Sales
Education
Central High School 1983 — 1985
High School Graduate, Business/Commerce, General
Louisiana Delta Community College-Monroe Campus
Business Administration and Management, General
University of Louisiana at Monroe
Business Administration and Management, General
Summit Financial Group January 2001 - Present
Skills
Financial Services, Small Business, Financial Advisory, Investments, Due Diligence, Investment Properties, Contract Negotiation, Strategic Planning, Finance, Real Estate, Retirement Planning, Securities, Team Building, Wealth, Wealth Management, Estate Planning, Public Speaking, Financial Analysis, Marketing Strategy, Fixed Annuities, Customer Service, Marketing, Negotiation, Leadership, Business Development
Education
Pacific Lutheran University - School of Business 1989 — 1993
Marketing, Business, Magna Cum Laude
LPL Financial January 2002 - Present
Summit Financial Group 2001 - Present
e3 Financial March 1997 - April 2001
Eastman Financial 2000 - 2001
Skills
Securities, Retirement Planning, Investments, 401k, Life Insurance, Financial Analysis, Financial Advisory, Estate Planning, Strategic Financial..., Wealth Management, Money Management, IRAs, Executive Compensation..., Irrevocable Life..., Disability Insurance, Long Term Care Insurance, 529 Plans
Education
National University 2004 — 2006
MBA, Finance
San Diego State University-California State University 2002 — 2003
Bachelor, Finance
California State University-Fullerton, Mihaylo College of Business and Economics 2000 — 2002
Bachelor, Finance
Harris & Harris, Ltd. 2015 - Present
COHEAO August 2013 - January 2015
Premiere Credit of North America 2010 - 2015
AES / PHEAA 2007 - 2008
Summit Financial Group 2006 - 2007
Sallie Mae (General Revenue Corporation) February 2000 - October 2005
Re/MAX Team Experts 1997 - 1999
Skills
RFP, RFP preparation, Sales Management, Key Account Management, Sales Logix, Client Services, Marketing Strategy, Marketing Management, Strategic Partnerships, Account Management, Financial Services, CRM, Strategic Planning, Strategy, B2B, New Business Development, Business Development, Customer Service, Team Building, Sales, Process Improvement, Operations Management, Leadership, Forecasting, Marketing, Call Centers, Management, Solution Selling, Budgets, Sales Operations, Customer Satisfaction, Customer Retention, Salesforce.com, Executive Management, Product Development, Time Management, Training, Direct Sales, Pricing, Selling, Vendor Management, Negotiation, Team Leadership, Coaching, Analysis, Contract Negotiation, Business Analysis, Risk Management, Business Strategy, Recruiting
Education
Ohio University 1995 — 1999
Bachelor of Arts, Psychology and Business
Georgetown Jr. Sr. High School
Summit Financial Group September 2013 - Present
Northwestern Mutual Financial Network September 2011 - September 2013
Strope Consulting Group, LLC December 2009 - October 2011
Ascom December 2007 - December 2009
Savant Homes, Inc August 2006 - December 2007
SpectraLink June 1999 - August 2006
McKesson Provider Technologies June 1991 - June 1999
Skills
Strategic Financial..., Investment Strategies
Education
University of Colorado Boulder 1986 — 1992
BSEE, Electrical Engineering
Investment & Insurance 2015 - Present
T. Rowe Price July 2013 - September 2014
T. Rowe Price June 2011 - July 2013
Maryland State Retirement and Pension System May 2011 - June 2011
UVEST Financial Services May 2002 - October 2010
ProFund Advisors LLC July 2000 - May 2002
ICMA-RC March 1999 - July 2000
M & T Bank June 1996 - March 1999
Summit Financial Group January 1995 - June 1996
Legg Mason March 1989 - December 1994
Skills
Investments, Securities, Series 7, Series 66, Series 6, Series 63, Financial Services, Mutual Funds, Asset Allocation, 401k, Retirement Planning, Retirement, Equities, Fixed Income, Management, Wealth Management, Asset Management, Portfolio Management, Risk Management, Employee Benefits
Education
Morgan State University 1986 — 1991
BS, Business Administration
Morgan State University
Bachelor of Science (B.S.), Business Administration
Utica Capital April 2014 - Present
Summit Financial Group 2011 - 2013
MetLife September 1988 - January 2011
Skills
Customer Service, Credit, Microsoft Excel, Microsoft Office, Financial Services, Insurance, Mutual Funds, New Business Development, Disability Insurance, Leadership, Sales
Education
Glendale Community College
Wells Fargo September 2013 - Present
Wells Fargo Home Mortgage September 2012 - September 2013
Oakwood Homes February 2012 - September 2012
Metro Construction, Inc August 2011 - February 2012
DU Athletics and Recreation Department September 2010 - August 2011
CSU NREL Department December 2009 - September 2010
Summit Financial Group September 2007 - January 2010
Velocity Real Estate & Investments, Inc. May 2009 - August 2009
Skills
Sales, Microsoft Excel, Customer Service, Real Estate, Project Management, Research, Administrative..., Microsoft Office, Microsoft Word, Outlook, PowerPoint, Selling, Marketing
Education
University of Denver - Daniels College of Business 2010 — 2011
M.S., Real Estate and Construction Management
Colorado State University 2006 — 2010
B.S., Real Estate and Finance
Summit Financial Group December 2012 - Present
Cornerstone Financial Group February 2012 - November 2012
Wells Fargo March 2011 - March 2012
Renaissance Financial March 2010 - November 2010
North Star Financial Services Group 2008 - 2009
Skills
Insurance, Estate Planning, PowerPoint, Customer Service, Marketing, Microsoft Excel, Banking, Series 7
Education
Creighton University 2005 — 2009
Bachelors, Finance
harry a burke high school
College Cost Navigator June 2014 - Present
Summit Home Loans November 2008 - Present
Summit Financial Group October 2008 - Present
Montgomery Community Church 2005 - January 2009
Chase Home Finance February 2007 - April 2008
Countrywide Full Spectrum Lending 2007 - 2008
Countrywide May 2006 - February 2007
Countrywide Home Loans 2004 - 2005
Bass Pro Shops September 2000 - August 2004
Sea and Ski Marine February 2000 - September 2000
Skills
Leadership, Selling, Retail, Mortgage Lending, Real Estate, Finance, Financial Services, Loans, Customer Service, Management, Customer Satisfaction, Refinance, Strategic Financial..., Strategic Planning, Sales, Insurance
Education
Baldwin-Wallace College 1985 — 1989
Bachelor's degree, Mass Communication/Media Studies
Clinical Consulting Services LLC 2015 - Present
Susquehanna Bank September 2013 - January 2015
Summit Financial Group 2012 - 2013
Baltimore County Department of Economic Development 2006 - 2011
Municipal Employees Credit Union 2002 - 2005
Arbee Associates 2000 - 2002
Maryland Food Bank 1998 - 1999
Adecco Employment Services 1993 - 1998
Skills
Marketing Communications, Marketing, Public Relations, Strategic Planning, Business Development, Event Management, Leadership, Press Releases, Fundraising, Social Media, Training, Management, Sales, Newsletters, Recruiting, Advertising
Education
Frostburg State University
Bachelor of Science (B.S.)
Cheyenne Municipal Court November 2014 - Present
Wyoming Attorney General's Office October 2013 - July 2014
Wyoming Department of Game and Fish October 2011 - October 2013
Summit Financial Group May 2010 - December 2010
United States Air Force September 1994 - October 1998
Skills
Legal Research, Legal Writing, Office Administration, Typing, Data Entry, Copy Editing, Psychology, Sociology, Criminal Justice, Security, Research, Enforcement, Outlook, PowerPoint, Insurance, Microsoft Word, Microsoft Office, Time Management, Customer Service, Administrative..., Law Enforcement, Government, Office Management, Microsoft Excel, Public Relations
Education
University of Maryland University College 2011 — 2012
Certificate, Legal Assistant/Paralegal, 3.5
University of Maryland University College 2001 — 2008
Bachelors, Psychology, 3.5
US Law Enforcement Academy 1994 — 1995
Security Forces Certificate, Law Enforcement
Norris High School 1990 — 1994
High School Diploma
Summit Financial Group May 2015 - Present
Citizens Security Life Insurance Company, Special Care Management January 2011 - April 2015
Humana October 2010 - February 2011
Assurant Employee Benefits January 2009 - September 2010
Assurant Employee Benefits June 2003 - December 2008
Protective Life Insurance Company January 2000 - January 2003
Protective Life Insurance Company January 1998 - January 2000
Protective Life Insurance Company January 1995 - January 1998
Provident Life and Accident January 1986 - January 1991
Skills
Leadership, Strategic Planning, Performance Management, Risk Management, Employee Benefits, EMR, Account Management, Training, Insurance, Health Insurance, Project Management, Sales Management, Life Insurance, Brokers, Claim, Process Improvement, Underwriting, Claims Management, Financial Risk, Mergers & Acquisitions, Quality Assurance, Business Analysis, Reinsurance, TPA, Job Coaching, Strategic Communications, Practice Management
Education
Florida State University
B.S.
University of Alabama at Birmingham
Graduate, studies
Summit Financial Group January 2013 - Present
McKesson January 2006 - October 2012
McKesson Medical-Surgical January 2006 - October 2012
Skills
Cardiology, Sales Operations, Medical Devices, Disposables, Account Management, Capital Equipment, Healthcare, Hospitals, Medical Equipment, Market Development, Selling, Healthcare Industry, Managed Care, New Business Development, Product Launch, Product Management
Education
University of North Texas 2000 — 2005
Bachelor of Science, Biology/Chemistry
Jeff Sederberg REALTORS 2009 - Present
Wachovia Securities, LLC April 1994 - August 2009
Everen Securities, Inc. 1994 - 1999
Summit Financial Group 1991 - 1994
Kula Corporation 1986 - 1989
Skills
Data Warehousing, Oracle, Business Analysis, Equities, Capital Markets, .NET, Software Development, Portfolio Management, Mergers & Acquisitions, Investments, Real Estate, Financial Services
Education
Marquette University 1982 — 1986
BS, Finance, Computer Science
Greendale High School
Crowe Horwath LLP December 2014 - Present
City National Bank March 2013 - December 2014
Summit Financial Group November 2009 - June 2012
Pilgrims Pride January 2008 - November 2009
Branches, Inc September 2005 - May 2007
Skills
Onboarding, Microsoft Office, Team Coordination, Employee Relations, Coaching, HR Policies, Employment Law, Training Delivery, Training & Development, Staff Training, Online Training, Policy Writing, Fast Learner, Proposal Writing, Learning Management..., Distance Learning, Blended Learning, Organizational Learning, Learning Management, Human Performance, Team Leadership, Research, Orientation, Compliance, Policy, Organizational..., Leadership Development, Human Resources, Project Management, Event Management, Hands-on Training, Communication Training, Employee Training, E-Learning, Instructional Design, Training, Management
Education
West Virginia University 2010 — 2012
MBA, Business
West Virginia School of Banking 2010 — 2011
Certificate, Management and Business Banking
Marshall University 2003 — 2007
BA, Criminal Justice
Evolve Bank and Trust June 2010 - Present
First Financial Bank May 2006 - June 2010
Summit Financial Group January 2002 - May 2006
Education
Metropolitan State College of Denver 1992 — 1995
Business, Business
Summit Financial Group March 2015 - Present
Miami University August 2013 - August 2014
Central State University May 2010 - August 2013
Wilmington High School January 2013 - April 2013
Central State University May 2011 - August 2011
Skills
Research, Teaching, Microsoft Office, English, Microsoft Excel, Photoshop, Public Speaking, Microsoft Word, HTML, Leadership, PowerPoint, Event Planning, Social Media, Customer Service, Teamwork, Management, Higher Education, Community Outreach
Education
Miami University 2013 — 2014
Master's Degree, Educational Leadership and Administration, General, A
Central State University 2009 — 2013
Bachelor's Degree, Social Studies Teacher Education
Summit Financial Group November 2014 - Present
Orangetheory Fitness June 2014 - November 2014
JPMorgan Chase June 2013 - January 2014
Starbucks October 2011 - November 2013
Jindal School of Management External Affairs August 2012 - May 2013
J.P. Morgan 2013 - 2013
Seeking Sitters August 2010 - August 2012
Skills
Energy Management, Legal Writing, Business Management, Customer Service, Inventory Management, Retail, Loss Prevention, Microsoft Office, Time Management, Microsoft Excel, Merchandising, PowerPoint, Visual Merchandising, Microsoft Word, Process Scheduler, Sales, Teamwork, Outlook, Customer Satisfaction, Data Entry, Inventory Control, Event Planning, Leadership, Strategy, Finance, Financial Operations, International Business, Data Analysis, Public Speaking
Education
University of Oklahoma 2007 — 2012
Bachelor of Business Administration; Master's of Business Administration program, Energy Management, Pre-Law
The University of Texas at Dallas 2012 — 2014
Full Time Master of Business Administration (MBA), Strategy/Leadership and Marketing
University of North Texas 2011 — 2011
Louisiana State University 2010 — 2011
University of Oklahoma - Price College of Business 2007 — 2011
Bachelor's of Business Administration, Energy Management
Coppell High School 2003 — 2007
Summit Financial Group May 2014 - Present
City of Bixby May 2014 - Present
Thrive15 August 2013 - Present
Metro Christian Academy August 2012 - Present
Oklahoma Aquarium Foundation August 2011 - Present
Bixby, OK / Goshen, AR 2000 - Present
Ducks Unlimited 1983 - Present
Spirit Bank August 2006 - October 2013
Visit Tulsa / Tulsa Sports Commission 2006 - October 2012
City of Bixby April 2009 - July 2011
Skills
Municipalities, Local Government, Negotiation, Planning, Customer Relations, Contract Negotiation, Problem Solving, Analysis, Fundraising, Investments, Public Relations, Business Strategy, Process Improvement, Strategic Planning, Government Relations, New Business Development, Outlook, Insurance, Contract Negotiations, Banking, Customer Service, Business Planning, Leadership Development, Sales Management, Credit, Budgets, Public Speaking, Leadership, Marketing, Sales, Team Building, Event Planning, Coaching, Team Leadership, Nonprofits, Business Development, Small Business, Program Management, Portfolio Management, Financial Analysis, Risk Management, Policy, Strategy, Project Planning, Networking, Management, Training, Government, Entrepreneurship, Social Networking
Education
University of Kentucky 1985 — 1989
BA, Communications
University of Arkansas at Fayetteville 1984 — 1985
BA, Undergraduate
College of Southern Idaho 1983 — 1984
College Prep, General
Fayetteville High School 1980 — 1983
College Prepatory, College Prep
Donnelly Wealth Advisors January 2015 - Present
Waypoint Public July 2014 - January 2015
Jose's Courtroom May 2011 - December 2014
Summit Financial Group August 2013 - October 2013
Doblado Construction Inc July 2010 - August 2010
Skills
Proficient Communicator, Organized, Hardworking, Team Leadership, Highly Dedicated, Technologically Savvy, Problem Solving, Ability to Work Under..., Dynamic, Strong Work Ethic, Adaptability, Microsoft Excel, Time Management, Finance, Teamwork, Customer Service, Public Speaking, Management, Social Media, Microsoft Word, Microsoft Office, Social Networking, Leadership, Communication
Education
San Diego State University 2011 — 2015
Bachelor of Science (B.S.), Financial Services
San Diego State University-California State University 2011 — 2015
Bachelor of Business Administration (BBA), Financial Services
Leeds Metropolitan University 2014 — 2014
Bachelor's Degree, International Finance
Summit Financial Group December 2006 - Present
Skills
Start-ups, Program Management, Account Management, Human Resources, Insurance, Customer Service, Sales, Employee Benefits, Small Business, New Business Development, Sales Management, Business Development, Strategic Partnerships, Strategic Planning, Leadership
Education
Bowdoin College 1993 — 1997
Lawrence Academy 1989 — 1996
Laura W. Bush Institute for Women's Health August 2010 - Present
Lone Star Ballet, Inc. March 2005 - August 2010
Summit Financial Group September 2002 - November 2004
Cactus Feeders, Inc. March 1996 - September 2002
Skills
Non-profit..., Grant Writing, Fiduciary Management, Special Projects, Strategic Planning, Business Planning, Personnel Management, Public Relations, Event Planning, Community Outreach
Education
University of Oklahoma 1977 — 1980
Bachelor of Fine Arts (BFA), Ballet Performance with a Minor in Pedagogy, 3.85 GPA
The Salvation Army January 2015 - Present
The Salvation Army February 2014 - January 2015
The Salvation Army El Cajon September 2011 - June 2014
San Diego County Library September 2013 - February 2014
Summit Financial Group January 2013 - April 2013
Skills
Public Relations, Social Media, Facebook, Community Development, Nonprofits, Press Releases, Media Relations, Pitching Ideas, Pitching Media, Media List Building, Photoshop, Copywriting, Storytelling, Publications, Microsoft Office, Customer Service, Public Speaking, HTML, Web Analytics, Web Design, Adobe Creative Suite, Twitter
Education
San Diego State University 2011 — 2014
Bachelor's degree, Journalism, Emphasis in Public Relations, Minor in Psychology
San Diego State University-California State University 2011 — 2014
Bachelor of Arts (B.A.), Public Relations
Summit Financial Group May 2015 - Present
Chase July 2014 - April 2015
Wells Fargo Home Mortgage February 2013 - December 2013
Fannie Mae March 2010 - May 2012
American Home Mortgage July 2009 - February 2010
Asset Link January 2008 - June 2009
Credit Solutions May 2007 - January 2008
Mortgage Services, Inc January 2007 - April 2007
Mortgage Services, Inc September 2006 - January 2007
Mortgage Services, Inc September 2005 - August 2006
Skills
Credit, Call Center, Sales, Negotiation, Marketing, Ministry Of Defence, Sla, Web Site Production, Foreclosures, REO, Mortgage Lending, Loans, Banking, Mortgage Banking, Real Estate, Asset Management, Call Centers, Customer Service, Default, FHA, First Time Home Buyers, HUD, Insurance, Investment Properties, Investments, Investors, Loan Servicing, Loss Mitigation, Management, Mortgage Servicing, Portfolio Management, Property, Selling, Short Sales, Underwriting
Education
Tarrant County College 2002 — 2004
Required
2003
Summit Financial Group January 2014 - Present
Washington Patriot Construction LLC June 2013 - October 2013
Skills
Marketing Strategy, Marketing, Social Media Marketing, Direct Marketing, Marketing Research, Market Planning, Product Marketing, Trade Shows, Marketing Communications, Market Research, B2B Marketing, Customer Service, Integrated Marketing
Education
Pacific Lutheran University
Bachelor of Business Administration (BBA), Marketing
Summit Financial Group March 2014 - Present
Legal Aid Services of Oklahoma May 2012 - August 2012
Skills
Microsoft Office, Microsoft Word, English, Windows, Research, Outlook, Public Speaking, Negotiation, Editing
Education
Oklahoma City University School of Law 2010 — 2013
Juris Doctor, Law
Southwestern Oklahoma State University 2005 — 2009
Bachelor of Science (BS), Psychology
Meadowbrook Care Center October 2014 - Present
Summit Financial Group August 2009 - May 2010
White House Black Market August 2008 - May 2009
Ethan Allen Furniture August 2007 - May 2008
Skills
Nursing, Critical Thinking, Problem Solving, Patient and Family..., Prioritization of..., Patient Safety, Quality Patient Care, Patient Education, Nursing Process, Nursing Documentation, Epic Systems, Acute Care, Medical-Surgical, Long-term Care, Wound Care, Leadership, Team Leadership, Supervisory Skills, Management, Collaboration, Conflict Resolution, Organizational..., Time Management, Holistic Health, Clinical Research, Medicine, BLS, Education, Student Leadership, Research, High level of Inquiry, Learning Disabilities, Public Speaking, Writing, Articulation, Communication, Relationship Building, Customer Service, Healthcare
Education
The Christ College of Nursing and Health Sciences 2012 — 2014
ADN, Registered Nursing/Registered Nurse
Cincinnati State Technical and Community College 2010 — 2011
General Education
HP Enterprise Security January 2014 - Present
CA Technologies August 2012 - December 2013
Click Security October 2011 - May 2012
HP May 2010 - October 2011
TippingPoint (acquired by HP) May 2001 - May 2010
Adhesive Software April 2000 - March 2001
VNSM, LLP November 1999 - March 2000
Arthur Andersen, LLP October 1996 - November 1999
Summit Financial Group August 1995 - October 1996
The Printing Press June 1993 - August 1995
Skills
Marketing Communications, Integrated Marketing, Lead Generation, Demand Generation, Go-to-market Strategy, Social Media Marketing, Corporate Branding, Marketing Strategy, Public Relations, Industry Analyst..., Copywriting, Eloqua, Adobe Creative Suite, Marketo, Salesforce.com System..., Performance Metrics, Media Skills Training, Marketing Automation, Web Content, Web Analytics, Customer Advisory Boards, Training Delivery, Microsoft Office, Partner Programs, Intranet Portals, SEO, Online Lead Generation, Advertising, Salesforce.com, Account Management, Start-ups, Cloud Computing, Email Marketing, Strategy, Competitive Analysis, Marketing, Sales Enablement, Enterprise Software, Content Marketing, Marketing Research, B2B Marketing, Strategic Partnerships, Multi-channel Marketing, SaaS, Analyst Relations, Product Marketing, Marketing Management
Education
University of Houston 1989 — 1993
BA
Independent Credentialing Professional September 2013 - Present
Sheakley April 2005 - September 2013
Summit Financial Group May 2002 - May 2004
Oak Tree Montessori June 1998 - March 2002
Skills
QuickBooks, Medical Staff..., Office Management, Microsoft Word, Microsoft Excel, Payroll, Accounts Receivable, Accounts Payable, Insurance, Time Management, Invoicing, Fundraising, Management, Healthcare, New Hire Orientations, Deferred Compensation, Psychology, Mental Health, Team Building, Bookkeeping
Education
Xavier University 1995 — 1998
MEd, Agency and Community Counseling
Lynchburg College 1987 — 1991
BA, Psychology
Summit Financial Group March 2010 - Present
Knight Capital Group August 2008 - June 2009
Knight Capital Group - Direct Trading Institutional June 2004 - August 2008
Education
Universitat d'Alacant 2003 — 2003
Study Abroad
Oklahoma State University 2000 — 2003
Bachelor of Arts, Spanish
Texas Christian University 1999 — 2000
Holland Hall 1983 — 1999
Synergy One Lending July 2015 - Present
Goforth Mortgage Consulting September 2014 - Present
W.J. Bradley Mortgage Capital Corporation May 2012 - July 2015
G Squared Real Estate Solutions January 2007 - June 2012
Summit Financial Group 2006 - June 2012
PGI Investmenst LLC November 2010 - May 2012
Paramount Equity July 2009 - April 2012
Skills
Mortgage Lending, Real Estate, Loans, Sales, Residential Mortgages, FHA, Refinance, Mortgage Banking, First Time Home Buyers, Investment Properties, Time Management, Credit, Residential Homes, Investments, REO, Marketing, Foreclosures, Referrals, Sales Management, Selling, VA loans, Investors, Strategic Planning, Loan Origination, Short Sales, VA Loans
Education
San Diego State University-California State University 2003 — 2005
Kinesiology and Exercise Science
EFCA ReachGlobal December 2007 - Present
Summit Financial Group July 2004 - November 2007
Skills
Public Speaking, Nonprofits, Community Outreach, Event Planning, Volunteer Management, Non-profits
Education
University of California, San Diego 1999 — 2003
TIAA-CREF October 2012 - Present
Minnesota Life April 2011 - October 2012
American General December 2006 - March 2011
Summit Financial Group November 2005 - November 2006
U.S. Advisor June 2005 - November 2005
MetLife Investors May 2004 - June 2005
Education
St. Mary's University
Bachelor of Business Administration, Corporate Financial Management
Plexus Worldwide, Inc. August 2013 - Present
Leland, NC January 2009 - Present
Guardian August 2006 - December 2008
Sun Life Financial January 2005 - June 2006
Summit Financial Group 1999 - 2004
Summit Financial Group 1999 - 2004
Skills
Customer Service, Employee Benefits, Talent Management, Account Management, Employee Relations, Claims Handling, Health Insurance, Life Insurance, Disability Benefits, Group Insurance, Vendor Relationships, Dental Insurance, RFP Generation, Microsoft Office, Employee Training, Renewal Retention
Education
Northeastern State University 1995 — 1999
Bachelor of Business Administration (BBA), Human Resource Management
Amgen July 2012 - Present
Pfizer Pharmaceuticals February 2009 - July 2012
Wyeth November 2003 - January 2009
Wyeth 2000 - 2003
Summit Financial Group June 1995 - November 2000
Skills
Pharmaceutical Industry, Pharmaceutical Sales, Rheumatology, Sales Effectiveness, Healthcare, Managed Care, OB/GYN, Psychiatry, Hospital Sales, Biologics, Biotechnology, Biopharmaceuticals, Dermatology, Immunology, Internal Medicine, Selling Skills, Sales
Education
Denison University 1990 — 1994
BA, History
Jamestown Electro Plating January 2010 - Present
Jamestown Electro Plating 2009 - 2011
Vanson Superior Brass July 2008 - January 2010
Summit Financial Group January 2008 - July 2008
Northwestern Mutual July 2005 - July 2007
Skills
Insurance, Sales, Finance, Purchasing, Financial Analysis, Management, Disability Insurance, Microsoft Office, Financial Services, Customer Service, Strategic Planning, Account Management, Sales Management, Public Speaking
Education
Roanoke College 2001 — 2005
BBA, Business, Psychology, Education
ONEOK, Inc. 2008 - Present
Tulsa Metro Chamber 2008 - Present
Summit Financial Group 2005 - 2008
Team Insurance Group 2003 - 2005
Education
Oklahoma State University 1989 — 1994
BS, Enviromental Science - Apparel Merchandising
Summit Financial Group May 2005 - Present
Summit Financial Group December 1998 - May 2005
Summit Financial Group February 1998 - December 1998
Skills
Insurance, Risk Management, Customer Service, Management, Microsoft Office, Sales, Strategic Planning, Leadership, Employee Benefits, Investments
Education
Northeastern State University 1993 — 1997
Bachelor’s Degree, Human Resources, Summa Cum Laude
Summit Financial Group
Skills
Health Insurance, Life Insurance, Term Life Insurance, Insurance, Disability Insurance, Marketing, 401k, Employee Benefits, Account Management, Strategic Planning, Team Building, Sales Process, Sales, Customer Service, Retirement Planning, Brokers
Education
Abilene Christian University
Accounting and Finance
Summit Financial Group May 2011 - Present
Skills
Securities, Retirement Planning, Wealth Management, Estate Planning, Mutual Funds, 401k, Financial Advisory, Retirement, College Savings Plans, Investments, Succession Planning, Term Life Insurance, Series 7, Series 63, Universal Life, Asset Allocation, Comprehensive Wealth..., Deferred Compensation..., Universal Life Insurance, Life and Health Licensed, Variable Contracts, Life Insurance, Series 65
Education
Bowling Green State University 1999 — 2001
BS, Finance
Morenci Area High School 1992 — 1996
Summit Financial Group July 1999 - Present
Skills
Business Analysis, Management, Project Management, Investments, Risk Management, Leadership, Strategic Planning, Change Management, Process Improvement, Vendor Management
Education
California State University, Fresno 1987 — 1991
Associate's Degree, Computer Science
MVD Communications November 2007 - Present
Compton Point March 2013 - May 2013
Summit Financial Group October 2012 - January 2013
MVD Communications March 2009 - August 2010
Skills
Call Centers, Data Entry, Administrative..., Telecommunications..., Dispatching, Youth Mentoring, QuickBooks, Problem Solving, Administration
Education
University of Cincinnati 2013 — 2016
Bachelor of Applied Science (BASc), Biology Major (medical focus)
Indian Hill High School
Arctic Pension Services, LLC May 2006 - Present
Karn and Associates, PC May 2006 - Present
Anchorage Youth Soccer Club May 2006 - Present
Soccer Alaska, Inc. January 2012 - December 2013
Panagiotu Pension Advisors, Inc. December 2005 - May 2006
Summit Financial Group September 2005 - December 2005
Skills
401k, Accounting, Financial Reporting, Pension Administration, ERISA, Employee Benefits, Retirement Planning, Pensions, Retirement, Non-profits, Benefits Administration, IRS, QuickBooks
Education
University of Alaska Anchorage 2006 — 2007
Accounting
University of Puget Sound 2002 — 2006
Bachelor's, Math, Business
Summit Financial Group October 1997 - Present
Gensia Pharmaceuticals 1996 - 1997
Skills
Customer Service, Management, Team Building, PowerPoint, Investments, Public Speaking, Taxations, Photography
Education
University of California, Riverside
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Summit Financial Group March 2007 - Present
Education
University of Arkansas at Fayetteville 1965 — 1969
Bachelor of Science in Business Administration, Buiness Management
Virginia Hospital Center April 2013 - Present
Grant Memorial Hospital November 2011 - April 2013
Summit Financial Group May 2003 - October 2011
Skills
Healthcare Information..., Active Directory, Troubleshooting, Windows Server, Windows 7, Network Administration, Computer Hardware, System Administration, Network Security, Security+, Microsoft Exchange, Help Desk Support, Windows, XP, VMware, Security, Microsoft SQL Server, Software Documentation, Information Assurance
Education
Fairmont State University 2000 — 2002
Bachelor of Applied Science (BASc), Information Systems, Marketing
Potomac State College of West Virginia University 1997 — 2000
Associate of Science (A.S.), Computer and Information Sciences, General
Prosurance Financial February 2014 - Present
Summit Financial Group December 2012 - January 2014
New England Financial October 1998 - October 2012
Skills
Insurance, Retirement Planning, Fixed Annuities, Life Insurance, Health Insurance, Disability Insurance, Retirement, Employee Benefits, Underwriting, Term Life Insurance, Risk Management, Long-term Care, Mutual Funds, Strategic Financial..., Strategic Planning, Investments, Mortgage Lending, Asset Allocation, Sales, Customer Service
Education
University of Nebraska-Lincoln 1975 — 1978
English/Social Welfare
University of Nebraska-Lincoln
Cornerstone Financial Partners August 2012 - Present
Summit Financial Group January 2011 - July 2012
Thrivent Financial for Lutherans June 2008 - January 2011
Skills
Retirement Planning, Investment Advisory, Strategic Financial..., Insurance, Customer Service, Alternative Investments, Asset Allocation, Asset Management, Compliance, Customer Relations, Equities, Financial Analysis, Financial Services, Holistic Financial..., Investments, Investment Management, Investment Strategies, Mutual Funds, Personal Financial..., Portfolio Management, Retirement, Securities, Separately Managed..., Wealth Management
Education
Indiana Wesleyan University
Master of Science in Management
Purdue University
Bachelor of Science in Management
South Side High School