Summit Financial Group

Industry: Bank holding company

Description

Headquarters: Moorefield, WV Founded: 1987 Parent organization: Summit Financial Services Group Subsidiaries: Summit Community Bank, Inc.,

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Summit Financial Group Employees

Employee
Years
Job
Industry
Nicole Heath Nicole Heath Dallas/Fort Worth Area Details
Nicole Heath's Summit Financial Group Experience May 2010 - Present
Job Retirement Specialist at Summit Financial Group
Industry Financial Services
Experience
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

Blair Rogers, CFP®, Principal Blair Rogers, CFP®, Principal United States Details
Blair Rogers, CFP®, Principal's Summit Financial Group Experience June 1989 - Present
Job Readying Clients for Retirement Through Bold Leadership.
Industry Financial Services
Experience
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

Crystal Graham Crystal Graham Seattle, Washington Details
Crystal Graham's Summit Financial Group Experience February 2009 - December 2013
Job Director of First Impressions at Pacific Capital Resource Group
Industry Financial Services
Experience
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.)

Price Newton Price Newton Dallas/Fort Worth Area Details
Price Newton's Summit Financial Group Experience June 2013 - Present
Job Director of Business Development at Summit Financial Group
Industry Financial Services
Experience
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

Lacey McLean, CPA Lacey McLean, CPA Greater Seattle Area Details
Lacey McLean, CPA's Summit Financial Group Experience May 2010 - August 2010
Job Accountant at PitchBook Data
Industry Accounting
Experience
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

Brian Crews, CHRS Brian Crews, CHRS Monroe, Louisiana Area Details
Brian Crews, CHRS's Summit Financial Group Experience November 2012 - Present
Job Vice President Southern Region at Summit Financial
Industry Insurance
Experience
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

M. Catherine (Smith) Judy M. Catherine (Smith) Judy Cumberland, Maryland Area Details
M. Catherine (Smith) Judy's Summit Financial Group Experience January 2009 - Present
Job Auditor at Summit Financial Group
Industry Financial Services
Experience
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

Preston Meeder Preston Meeder Dallas, Texas Details
Preston Meeder's Summit Financial Group Experience March 2007 - October 2007
Job Manager at Deloitte Consulting
Industry Management Consulting
Experience
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

Randy Ehle Randy Ehle Greater San Diego Area Details
Randy Ehle's Summit Financial Group Experience June 2005 - August 2006
Job Pastor
Industry Religious Institutions
Experience
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

Joshua Gowdy Joshua Gowdy Hartford, Connecticut Area Details
Joshua Gowdy's Summit Financial Group Experience May 2013 - August 2013
Job Intern at Summit Financial Group
Industry Insurance
Experience
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

Mike Whipkey, CPA Mike Whipkey, CPA Cincinnati Area Details
Mike Whipkey, CPA's Summit Financial Group Experience January 2013 - April 2013
Job Senior Audit Associate at Grant Thornton LLP
Industry Accounting
Experience
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

Jennifer J Zimmerman Jennifer J Zimmerman Monroe, Louisiana Details
Jennifer J Zimmerman's Summit Financial Group Experience December 2013 - Present
Job Account Exec Summit Financial Group, Delta Benefit Consulting Owner/Agent
Industry Insurance
Experience
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

Ed Grogan Ed Grogan Greater Seattle Area Details
Ed Grogan's Summit Financial Group Experience January 2001 - Present
Job President at Summit Financial Group
Industry Financial Services
Experience
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

Diedre A. Kruse Diedre A. Kruse Greater San Diego Area Details
Diedre A. Kruse's Summit Financial Group Experience 2001 - Present
Job Financial Consultant with LPL Financial
Industry Financial Services
Experience
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

Diana Day Diana Day Cincinnati Area Details
Diana Day's Summit Financial Group Experience 2006 - 2007
Job Business Development Executive
Industry Financial Services
Experience
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

Brett Strope Brett Strope Greater Denver Area Details
Brett Strope's Summit Financial Group Experience September 2013 - Present
Job Financial Representative at Summit Financial Group
Industry Financial Services
Experience
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

Aron Maddox Aron Maddox Baltimore, Maryland Area Details
Aron Maddox's Summit Financial Group Experience January 1995 - June 1996
Job Associate Director
Industry Financial Services
Experience
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

Donna Chadwell Donna Chadwell Tulsa, Oklahoma Area Details
Donna Chadwell's Summit Financial Group Experience 2011 - 2013
Job New business specialist at Utica Capital
Industry Financial Services
Experience
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

Kandice Baca Kandice Baca Greater Denver Area Details
Kandice Baca's Summit Financial Group Experience September 2007 - January 2010
Job Administrative Assistant at Wells Fargo
Industry Banking
Experience
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

Michael Hedlund Michael Hedlund Greater Omaha Area Details
Michael Hedlund's Summit Financial Group Experience December 2012 - Present
Job Financial Manager at Summit Financial Group
Industry Financial Services
Experience
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

Attila Kossanyi Attila Kossanyi Cincinnati Area Details
Attila Kossanyi's Summit Financial Group Experience October 2008 - Present
Job National Sales and Training Manager at College Cost Navigator
Industry Financial Services
Experience
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

Lisa Allender Lisa Allender Baltimore, Maryland Area Details
Lisa Allender's Summit Financial Group Experience 2012 - 2013
Job Experienced Marketing Professional
Industry Financial Services
Experience
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.)

Brandi Morris Brandi Morris Cheyenne, Wyoming Details
Brandi Morris's Summit Financial Group Experience May 2010 - December 2010
Job Deputy Clerk
Industry Legal Services
Experience
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

Kim Reese Kim Reese Birmingham, Alabama Area Details
Kim Reese's Summit Financial Group Experience May 2015 - Present
Job Director of Operations
Industry Insurance
Experience
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

Lauren Self Lauren Self Dallas/Fort Worth Area Details
Lauren Self's Summit Financial Group Experience January 2013 - Present
Job Director of Marketing at Summit Financial Group
Industry Financial Services
Experience
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

Nadine Philips Nadine Philips Greater Chicago Area Details
Nadine Philips's Summit Financial Group Experience 1991 - 1994
Job Commercial, Multi Family, & Investment Real Estate
Industry Financial Services
Experience
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

Amy Jones Amy Jones Washington, District Of Columbia Details
Amy Jones's Summit Financial Group Experience November 2009 - June 2012
Job Regulatory Compliance Risk Consultant at Crowe Horwath LLP
Industry Financial Services
Experience
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

Jason Calcidise Jason Calcidise Cincinnati Area Details
Jason Calcidise's Summit Financial Group Experience January 2002 - May 2006
Job Senior Mortgage Banker at Evolve Bank & Trust
Industry Financial Services
Experience
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

Chad Tillman Chad Tillman Dayton, Ohio Area Details
Chad Tillman's Summit Financial Group Experience March 2015 - Present
Job College Planner at Summit Financial Group
Industry Education Management
Experience
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

Sarah LaFountain Sarah LaFountain Dallas/Fort Worth Area Details
Sarah LaFountain's Summit Financial Group Experience November 2014 - Present
Job Executive Assistant,Office Manager and Case Manager at Summit Financial Group, Inc.
Industry Financial Services
Experience
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

Stephen E Sutton Stephen E Sutton Tulsa, Oklahoma Area Details
Stephen E Sutton's Summit Financial Group Experience May 2014 - Present
Job Executive Vice President : Summit Financial Group
Industry Management Consulting
Experience
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

Bailey Hall Bailey Hall San Diego, California Details
Bailey Hall's Summit Financial Group Experience August 2013 - October 2013
Job Donnelly Wealth Advisors
Industry Financial Services
Experience
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

David Naspo David Naspo Hartford, Connecticut Area Details
David Naspo's Summit Financial Group Experience December 2006 - Present
Job Vice President of Sales at Summit Financial Group
Industry Insurance
Experience
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

Angela Knapp Eggers Angela Knapp Eggers Amarillo, Texas Details
Angela Knapp Eggers's Summit Financial Group Experience September 2002 - November 2004
Job Senior Managing Director and Director of Outreach
Industry Higher Education
Experience
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

Rachael Fowler Rachael Fowler San Diego, California Details
Rachael Fowler's Summit Financial Group Experience January 2013 - April 2013
Job Communications Manager at The Salvation Army
Industry Public Relations and Communications
Experience
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

Jeremy Mitchell Jeremy Mitchell Dallas/Fort Worth Area Details
Jeremy Mitchell's Summit Financial Group Experience May 2015 - Present
Job Chase Underwriting
Industry Real Estate
Experience
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

Ami Gran Ami Gran Tacoma, Washington Details
Ami Gran's Summit Financial Group Experience January 2014 - Present
Job Administrative Assistant at Summit Financial Group
Industry Marketing and Advertising
Experience
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

Daniel Gerber Daniel Gerber Dallas, Texas Details
Daniel Gerber's Summit Financial Group Experience March 2014 - Present
Job Assistant General Counsel at Summit Financial Group
Industry Law Practice
Experience
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

Stephanie Bray, RN Stephanie Bray, RN Loveland, Ohio Details
Stephanie Bray, RN's Summit Financial Group Experience August 2009 - May 2010
Job RN Charge Nurse at Meadowbrook Care Center
Industry Medical Practice
Experience
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

Elisa Lippincott Elisa Lippincott Austin, Texas Area Details
Elisa Lippincott's Summit Financial Group Experience August 1995 - October 1996
Job Product Marketing, Global B2B Demand Generation, Marketing Communications
Industry Computer & Network Security
Experience
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

Ellen Hammond Ellen Hammond Cincinnati, Ohio Details
Ellen Hammond's Summit Financial Group Experience May 2002 - May 2004
Job Credentialing Specialist
Industry Hospital & Health Care
Experience
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

Gentry Moore Gentry Moore Dallas, Texas Details
Gentry Moore's Summit Financial Group Experience March 2010 - Present
Job Registered Representative
Industry Financial Services
Experience
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

Sarah Goforth Sarah Goforth Greater San Diego Area Details
Sarah Goforth's Summit Financial Group Experience 2006 - June 2012
Job Owner at Goforth Mortgage Consulting
Industry Financial Services
Experience
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

Karen McMullen (Green) Karen McMullen (Green) Greater Minneapolis-St. Paul Area Details
Karen McMullen (Green)'s Summit Financial Group Experience July 2004 - November 2007
Job GlobalFingerprints Administrator at EFCA ReachGlobal
Industry Nonprofit Organization Management
Experience
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

Casey Abbott Casey Abbott Houston, Texas Area Details
Casey Abbott's Summit Financial Group Experience November 2005 - November 2006
Job Director Investment Product Sales TIAACREF
Industry Insurance
Experience
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

Jennifer Sturtz Jennifer Sturtz Wilmington, North Carolina Area Details
Jennifer Sturtz's Summit Financial Group Experience 1999 - 2004
Job Ambassador at Plexus Worldwide, Inc.
Industry Human Resources
Experience
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

Lisa Graham Lisa Graham Baltimore, Maryland Area Details
Lisa Graham's Summit Financial Group Experience June 1995 - November 2000
Job Senior Biopharmaceutical Specialist at Amgen
Industry Biotechnology
Experience
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

Chase Churchill Chase Churchill Jamestown, New York Area Details
Chase Churchill's Summit Financial Group Experience January 2008 - July 2008
Job Sales Manager at Jamestown Electro Plating
Industry Aviation & Aerospace
Experience
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

Allison Isaacson Allison Isaacson Tulsa, Oklahoma Area Details
Allison Isaacson's Summit Financial Group Experience 2005 - 2008
Job HR Consultant at ONE Gas, Inc.
Industry Human Resources
Experience
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

Shelby Holcomb Shelby Holcomb Tulsa, Oklahoma Area Details
Shelby Holcomb's Summit Financial Group Experience May 2005 - Present
Job Senior/Lg. Market Account Executive at Summit Financial Group
Industry Insurance
Experience
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

Jerry Endsley Jerry Endsley Tulsa, Oklahoma Area Details
Jerry Endsley's Summit Financial Group Experience
Job Senior Account Executive at Summit Financial Group
Industry Insurance
Experience
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

Corey Arno Corey Arno Adrian, Michigan Details
Corey Arno's Summit Financial Group Experience May 2011 - Present
Job Assistant Manager, Sales Development
Industry Financial Services
Experience
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

Patrick Tilson Patrick Tilson United States Details
Patrick Tilson's Summit Financial Group Experience July 1999 - Present
Job CIO at Summit Financial Group
Industry Financial Services
Experience
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

Chris Witte Chris Witte Cincinnati Area Details
Chris Witte's Summit Financial Group Experience October 2012 - January 2013
Job Fulltime student seeking parttime employment
Industry Hospital & Health Care
Experience
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

Erin Webb, APA Erin Webb, APA Anchorage, Alaska Details
Erin Webb, APA's Summit Financial Group Experience September 2005 - December 2005
Job Retirement Plan Administrator
Industry Accounting
Experience
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

Michelle Mowrey Michelle Mowrey Greater San Diego Area Details
Michelle Mowrey's Summit Financial Group Experience October 1997 - Present
Job Financial Advisor at Summit Financial Group
Industry Financial Services
Experience
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

Rick Christy Rick Christy Dallas/Fort Worth Area Details
Rick Christy's Summit Financial Group Experience March 2007 - Present
Job Executive Vice President of Individual Insurance Services at Summit Financial Group
Industry Financial Services
Experience
Summit Financial Group   March 2007 - Present

Education
University of Arkansas at Fayetteville   1965 — 1969
Bachelor of Science in Business Administration, Buiness Management

Waheed Ghalib Waheed Ghalib Petersburg, West Virginia Details
Waheed Ghalib's Summit Financial Group Experience May 2003 - October 2011
Job Senior Technical Support Specialist at Virginia Hospital Center
Industry Hospital & Health Care
Experience
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

Nancy Koch Nancy Koch Omaha, Nebraska Details
Nancy Koch's Summit Financial Group Experience December 2012 - January 2014
Job President at Prosurance Financial
Industry Financial Services
Experience
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

Dirk Torrie Dirk Torrie Fort Wayne, Indiana Details
Dirk Torrie's Summit Financial Group Experience January 2011 - July 2012
Job CoFounder / Financial Planner at Cornerstone Financial Partners
Industry Financial Services
Experience
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

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