Summit Financial Group, LLC
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Summit Financial Group, LLC Employees
Summit Financial Group, LLC August 2013 - Present
SGC Financial May 2009 - August 2013
Los Altos Sunset Rotary October 2009 - 2013
Bank of America October 2006 - May 2009
Education
California State University-Sacramento 2005 — 2009
BS, Business Administration Concentration Finance
Moreau Catholic 2001 — 2005
Summit Financial Group, LLC November 2012 - Present
Lazarex Cancer Foundation June 2009 - Present
Noonan Financial, LLC June 2010 - November 2012
Armanino McKenna LLP September 2008 - June 2010
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Investments
Education
St. Mary's College of California 2006 — 2008
BS, Accounting, Economics
University of the Pacific 2004 — 2006
Economics, Engineering
Plexus Engineering Solutions December 2006 - Present
Landmark Staffing July 2005 - December 2006
Summit Financial Group, LLC May 2002 - June 2005
Bank One May 1996 - January 1998
Skills
Outlook, Office Administration, Administrative..., Microsoft Word, Microsoft Office, Employee Relations, Time Management, Accounting, Customer Satisfaction, Management, Leadership, PeopleSoft, Office Management, Data Entry, System Administration, Project Management, Microsoft Excel, Coordination, Training, Human Resources, Spreadsheets, Software Documentation, Purchasing, Payroll, Administration, Inventory Management, Access, Process Improvement, SharePoint
Education
Texas A&M University-Commerce 1985 — 1989
Fox Valley Technical College
Associates, Administrative Professional
SOC LLC April 2012 - Present
Summit Financial Group, LLc November 2010 - April 2012
Global Linguist Solutions March 2011 - December 2011
Hatcher Law Group PC April 2010 - August 2010
Hatcher Law Group PC August 2008 - August 2010
Men for Change January 2009 - July 2010
Skills
Analysis, Management, Government Contracting, Proposal Writing, Government, CRM, Program Management, Security Clearance, Employee Benefits, Microsoft Office, HRIS, DoD, Emerging Technologies, Technology..., Process Improvement, Change Management, Applicant Tracking..., CRM software, Data Analysis, Market Analysis, Qualitative Research, Business Development, Management Consulting, Project Management, Consulting, Human Resources, Defense, PeopleSoft, Internet Research, Market Research, Government Procurement, SharePoint, System Administration, Integration, SDLC, Requirements Analysis, Systems Engineering, Business Intelligence..., Workflow Applications, Business Process, Requirements Gathering, Six Sigma, QlikView, QlikView Development
Education
Radford University 2003 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Mary Kay Beauty Consultant April 2009 - Present
Sears Holdings Corporation December 2013 - February 2015
Summit Financial Group LLC June 2013 - September 2013
Opportunity Junction May 2013 - September 2013
Sterlent Credit Union December 2006 - June 2008
Prudential California Realty June 2006 - June 2007
Bank of America January 2005 - March 2006
Skills
Skin Care, Customer Service, Cosmetics, Sales, Beauty Industry, Marketing, Makeup Artistry, Coaching, Gifts, Social Networking, Marketing Strategy, Home Based Business, Makeovers, Fragrance, Spa, Glamour, Microsoft Office 2007, Outlook, Time Management, Microsoft Office
Education
Merced College 2014 — 2015
Associate's Degree, Business Administration and Management, General
Opportunity Junction 2013 — 2013
Certificate of Completion, Administrative Field
Diablo Valley College 2011 — 2012
Business Administration and Management, General
Evergreen Valley College 1998 — 1999
General Education
Summit Financial Group, LLC January 2009 - Present
Northwestern Mutual Financial Network June 2005 - January 2009
Skills
Retirement Planning, Investments, Wealth Accumulation, Investment Advisory, Financial Planning, Long Term Care, Annuities
Education
Colorado State University 2002 — 2005
Bachelor of Sciences, Mathematics, Statistics, Finance
Singulex January 2015 - Present
Singulex January 2014 - Present
Singulex January 2013 - Present
Singulex July 2011 - Present
Bayside Solutions August 2010 - May 2011
Enterprise Rent-A-Car December 2009 - August 2010
Summit Financial Group LLC May 2008 - August 2008
Skills
Benefits Administration, Organizing Meetings, Legal Compliance, New Hire Orientation, Exit Interviews, Conflict Resolution, Event Planning, Job Posting, Contract Management, Talent Acquisition, Scheduling, Technical Recruiting, Meeting Deadlines, Performance Management, Training, Job Scanning, New Hire Orientations, Cold Calling, Process Scheduler, Customer Service, Recruiting, Human Resources, Project Management, Time Management, Sales, Management
Education
California State University-Chico 2005 — 2009
BS, Business Administration
Stars, The Agency September 2011 - Present
Summit Financial Group LLC June 2010 - Present
Fiducial March 2009 - June 2010
Radio Disney September 2007 - January 2010
Skills
Live Hosting, Experienced Home Baker, Acting
Education
Holy Names University 2008 — 2010
MBA, Marketing and Leadership and International Management
Holy Names University 2005 — 2008
Bachelors, Marketing
Summit Financial Group, LLC March 2011 - Present
Education
DePaul University 2003 — 2004
Certified Financial Planner Certificate Program
University of Iowa 1996 — 2000
Bachelor of Arts
Summit Financial Group, LLC January 2015 - Present
RINA Accountancy January 1990 - December 2014
Regional Parks Foundation 2006 - 2013
The Global Alliance of CEO's 2009 - 2012
RINA Accountancy Corporation January 1988 - December 1999
KPMG Peat Marwick June 1984 - December 1987
RINA Accountancy Corporation August 1979 - June 1984
Education
Golden Gate University 1995 — 2000
Masters
Golden Gate University 1976 — 1979
Bachelor of Science
Summit Financial Group, LLC September 2006 - Present
Education
California State University-Chico 2004 — 2006
B.S. in Business Administration, Financial Services; Economics
Oregon State University
Business Administration - Finance; Economics
Summit Financial Group LLC February 2013 - Present
Cetera Advisor Networks LLC June 2002 - January 2013
Wells Fargo Bank September 2001 - May 2002
Wells Fargo Investments May 1999 - September 2001
Skills
Wealth Management, Retirement Income..., Family Office, Financial Planning, Investments, Asset Management, Investment Management, Independent Advisor, Asset Accumulation, Asset Preservation, Retirement Planning, Estate Planning, Income Distribution, Strategic Financial..., Retirement
Education
Oregon State University 1988 — 1993
Bachelor's degree
California High School
Summit Financial Group, LLC 2015 - Present
Safeway 2005 - 2015
The Clorox Company 1998 - 2005
Skills
Forecasting, Leadership, Financial Planning, Management, Consumer Products, Finance, Competitive Analysis, Financial Modeling, Retail, P&L, P&L Management, Variance Analysis, Strategic Financial..., Budgets, Income Statement, Cost Accounting, Hyperion Enterprise, Hyperion, Essbase, Financial Forecasting
Education
San Jose State University 1996 — 1998
BA, Finance
Summit Financial Group, LLC August 2015 - Present
KKP Financial and Insurance with Ameriprise Financial February 2015 - August 2015
Fort Point Capital Partners February 2014 - October 2014
The Portola Group Inc. March 2000 - January 2014
The Portola Group June 1994 - March 2000
Skills
Manage Client..., Client Services, Client Relations, Accounts Receivable, Client Billing, Asset Management, Wealth Management, Trading, Mutual Funds, Equities, Asset Allocation, Investments, Fixed Income, Asset Managment, Portfolio Management, Strategic Financial..., Investment Management, Investment Advisory, Finance, Alternative Investments, Financial Planning, Management, Team Leadership, Investment Strategies, Financial Advisory, Marketing
Education
San Jose State University 1991 — 1994
BA, Music
Summit Financial Group, LLC January 2012 - Present
Arakelian Wealth Management May 2007 - December 2011
Skills
Customer Service, Sales, Management, Team Building, Marketing, Retirement Planning, Leadership, Wealth Management, Time Management, Budgets
Education
Colorado State University
Summit Financial Group, LLC May 2015 - Present
ValleyCare Health System January 2011 - May 2015
A & J Fencing September 2006 - June 2011
Skills
Microsoft Excel, Microsoft Word, Outlook, Microsoft Office, Customer Service
Education
California State University-East Bay 2004 — 2007
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
California High School 2000 — 2003
VALUTEC CARD SOLUTIONS, LLC January 2004 - Present
SUMMIT FINANCIAL GROUP, LLC January 2003 - January 2004
METLIFE, INC January 2001 - January 2002
METLIFE, INC January 2000 - January 2001
Skills
Process Improvement, SQL, Microsoft Excel, Software Project..., Analysis, Change Management
Education
Emory University 1995 — 1999
B.A, Political Science