Summit Financial Marketing

Description

Address: 1325 S 800 E # 110, Orem, UT 84097 Phone: (801) 225-0886: : Category: : Hours: : : : Place name: Website: Category: Marketing consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Add website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Summit Financial Posting publicly on the Web Write a review Reviews Be the first to review

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Summit Financial Marketing Employees

Employee
Years
Job
Industry
Hans Gaul Hans Gaul Elko, Nevada Details
Hans Gaul's Summit Financial Marketing Experience January 2007 - June 2010
Job School Psychologist, Coach
Industry Mental Health Care
Experience
Elko County School District  August 2015 - Present
Elko High School   August 2014 - Present
Elko High School   February 2015 - Present
Elko County School District  August 2014 - June 2015
Orem High School  March 2014 - May 2014
Orem High School  June 2013 - May 2014
Brigham Young University  June 2011 - May 2014
Chrysalis  December 2011 - September 2012
Youth Health Associates  June 2010 - September 2012
Summit Financial Marketing   January 2007 - June 2010

Skills
School Psychology, Academic Assessment and..., Behavioral Assessment..., Social and Emotional..., Adolescents, Football Coaching, Psychology, Mental Health, Research, Youth Mentoring, Microsoft Office, Public Speaking, Verbal and written..., Special Education, Leadership, Microsoft Excel

Education
Brigham Young University   2012 — 2015
Educational Specialist (Ed.S.), School Psychology

Brigham Young University   2006 — 2011
Bachelor’s Degree, Psychology

Utah Valley University   2004 — 2006

Clinton Tankersley Clinton Tankersley Greater Atlanta Area Details
Clinton Tankersley's Summit Financial Marketing Experience November 2006 - February 2007
Job Project Attorney at King & Spalding
Industry Law Practice
Experience
PreserveLaw.com   October 2013 - Present
King & Spalding  May 2014 - Present
Presonomics   July 2014 - Present
Carroll & Weiss LLP   November 2013 - May 2014
Georgia State University College of Law  August 2011 - April 2014
Historic Preservation Division of the Georgia Department of Natural Resources   May 2013 - December 2013
Georgia Department of Natural Resources  January 2013 - April 2013
HOPE Partners in Policymaking   January 2012 - April 2012
American Home Shield  April 2007 - August 2010
Summit Financial Marketing   November 2006 - February 2007

Skills
Historic Preservation, Executive Leadership, Nonprofits, Urban Planning, Legal Consulting, Strategic Planning, Community Outreach, Donor Development, Grant Writing, Land Use Law, Social Media Marketing, Architectural History, Rural Community..., Grassroots Fundraising, Regional Planning, Fundraising, Environmental Policy, Project Management, Natural Resource..., Public Speaking, Public Policy, Policy Analysis, Nonprofit Consulting, Leadership, Research, Legal Writing, Westlaw, Civil Litigation, Courts, Nonprofit Technology, Cultural Heritage, Cultural Management, Marketing, Marketing Strategy, Human Resources, Historical Research, Historical Buildings, Heritage Buildings, Heritage Tourism, Fundraising Campaign..., Executive Level..., NGOs, International NGOs, Environmental Law, Land Use Planning, Land Use Issues, Senior Executive..., Legal Research

Education
Georgia State University   2013 — 2014
Master of Heritage Preservation, Historic Preservation and Conservation

Georgia State University College of Law   2010 — 2013
Doctor of Law (J.D.)

Columbus State University   2002 — 2009
Bachelor of Business Administration (B.B.A.), Management

LaGrange High School   1998 — 2002

Jonathan K. Stevens Jonathan K. Stevens Orem, Utah Details
Jonathan K. Stevens's Summit Financial Marketing Experience June 2010 - August 2012
Job Mortgage Professional
Industry Real Estate
Experience
Essex Mortgage  August 2012 - Present
Summit Financial Marketing   June 2010 - August 2012
ACN Marketing   February 2009 - July 2009
Dell Financial Services  April 2008 - August 2008
MDS Communications  January 2007 - August 2007

Skills
First Time Home Buyers, Investment Properties, FHA, Real Estate, Mortgage Lending, Refinance, Short Sales, Residential Homes, Foreclosures, REO, USDA, Investors, Sellers, VA loans, Loans, Mortgage Banking, Condos, FHA financing, Single Family Homes, Loan Origination, Investments, Sales

Education
Utah Valley University   2010 — 2014
Information Systems, Business Intelligence Emphasis

Utah Valley University   2009 — 2013
BS Piano Performance

Arizona State University   2008 — 2009
Business Management

Travis Buhler, CFP®, ChFC®, CWS® Travis Buhler, CFP®, ChFC®, CWS® San Antonio, Texas Area Details
Travis Buhler, CFP®, ChFC®, CWS®'s Summit Financial Marketing Experience January 2006 - September 2006
Job Financial Advisor, CFP®, ChFC®, CRPC®, AAMS®
Industry Financial Services
Experience
USAA  March 2010 - Present
Heritage Financial Group  April 2009 - March 2010
State Farm  June 2007 - June 2009
Brigham Young University  June 2007 - February 2008
Summit Financial Marketing   January 2006 - September 2006

Skills
Investments, Insurance, Retirement Planning, Finance, Series 7, Retirement, Financial Planning, Investment Advisory, Fixed Annuities, Life Insurance, Wealth Management, Loans, Mutual Funds, Financial Advisory, Estate Planning, Series 63, Public Speaking, Leadership, Investment Strategies, Asset Allocation, Securities, IRAs, 401k, Strategic Financial..., Uniform Combined State..., Series 65, Financial Planners, Spanish Translation, Certified Financial..., Spanish, Teaching Adults, Monte Carlo Simulation, Time Value of Money

Education
The University of Texas at Austin - Red McCombs School of Business   2013 — 2016
Master of Business Administration (MBA), Business Administration and Management, General

Brigham Young University   2002 — 2008
BA, Spanish Translation, English

The American College of Financial Services   2011 — 2013
Chartered Financial Consultant, ChFC®

Elyse Jordan Elyse Jordan Palo Alto, California Details
Elyse Jordan's Summit Financial Marketing Experience September 2009 - August 2010
Job Industry Marketing at Houzz
Industry Marketing and Advertising
Experience
Houzz  July 2014 - Present
Houzz  December 2013 - July 2014
Basecamp Franchising  September 2011 - December 2013
Bimbo Bakeries USA  September 2010 - September 2011
Summit Financial Marketing   September 2009 - August 2010
Legacy Paving Texas   October 2008 - September 2009

Skills
Direct Store Delivery, Sales Management, Employee Training, Salesforce.com, P&L Management, Strategy, CRM, Store Management, Customer Insight, Human Resources, Teamwork, Marketing Management, Marketing Research, Strategic Partnerships, Online Marketing, Operations Management, Customer Retention, SaaS, Retail Sales, Analytics, Start-ups, Leadership Development, Lead Generation, E-commerce, Solution Selling, Social Networking, Performance Management, Management, Sales

Education
Brigham Young University   2005 — 2010
BA, Communication

Troy Mathews, MBA, CFP® Troy Mathews, MBA, CFP® Greater Salt Lake City Area Details
Troy Mathews, MBA, CFP®'s Summit Financial Marketing Experience September 2008 - September 2009
Job Financial Advisor with Allegis Financial Partners
Industry Financial Services
Experience
Allegis Financial Partners  October 2010 - Present
Summit Financial Marketing   September 2008 - September 2009

Education
Utah State University - Jon M. Huntsman School of Business   2010 — 2011
MBA, Business/ Personal Financial Planning

Brigham Young University   2006 — 2010
BS, Family Finance

Viewmont   2000 — 2003
High School

Mike Secrist, MBA Mike Secrist, MBA Greater Salt Lake City Area Details
Mike Secrist, MBA's Summit Financial Marketing Experience August 2005 - April 2008
Job Finance Manager
Industry Retail
Experience
JCPenney  March 2015 - Present
JCPenney  March 2014 - March 2015
Overstock.com  June 2013 - February 2014
Overstock.com  March 2013 - June 2013
Signature Products Group  April 2012 - February 2013
Clearwater Analytics  January 2009 - December 2011
Extra Space Storage  April 2008 - January 2009
Summit Financial Marketing   August 2005 - April 2008
NorthStar Alarm Services  May 2007 - December 2007

Skills
Financial Reporting, SOX, Customer Relations, Financial Analysis, Accounting, Excel, SQL, Testing, Word, PowerPoint, Investments, Reconciliation, Problem Solving, Analysis, General Ledger, Account Management, Fixed Income, Microsoft Office, Customer Service, Compliance, Team Building, Mentoring, Supply Chain, Production Management, Sales Analysis, Microsoft Excel, Forecasting, Finance, Data Analysis, Internal Audit, Inventory Management, Retail, Business Development, Time Management, Strategic Planning, Asset Management, Market Research, GAAP, Analytics, Strategy, Corporate Finance, Sales Management, Business Strategy, Pricing, Team Leadership, Process Improvement, Business Analysis, Marketing Strategy, Financial Accounting, Management

Education
Brigham Young University   2005 — 2008
Bachelor of Science, Business Management; Corporate Finance emphasis

Weber State University   2012 — 2014
Masters of Business Administration & Healthcare Administration, Business Administration and Management, General

Becky Rex Becky Rex Provo, Utah Area Details
Becky Rex's Summit Financial Marketing Experience September 2012 - December 2012
Job American Heritage Teaching Assistant at Brigham Young University
Industry Marketing and Advertising
Experience
Brigham Young University  August 2014 - Present
BYU Athletics  May 2013 - December 2013
BYU Dining Services  January 2013 - December 2013
Summit Financial Marketing   September 2012 - December 2012

Skills
PowerPoint, Mortgage Banking, Mortgage Lending, Customer Service, Microsoft Office

Education
Brigham Young University   2011 — 2015
Bachelor's Degree, Business Management

Troy Stoehr Troy Stoehr Provo, Utah Area Details
Troy Stoehr's Summit Financial Marketing Experience February 2006 - March 2007
Job Healthcare Financial Professional
Industry Hospital & Health Care
Experience
Intermountain Healthcare  February 2013 - Present
Intermountain Healthcare  February 2010 - February 2013
Intermountain Healthcare  July 2009 - February 2010
Intermountain Healthcare  June 2008 - July 2009
Northwestern Mutual  March 2007 - April 2008
Northwestern Mutual Financial Network  March 2007 - March 2008
Summit Financial Marketing   February 2006 - March 2007

Skills
Financial Analysis, Healthcare, Budgeting, Hospitals, Data Analysis, Excel, Financial Reporting, Capital Budgeting, Process Improvement, Analysis, Budgets, Management, Finance, Risk Management, Strategy, Variance Analysis, Insurance, Financial Modeling, Forecasting, Access, Internal Audit, Revenue Cycle, Strategic Financial..., Policy, Microsoft Excel, Financial Statement..., Marketing, Financial Planning, Leadership, CFOs

Education
Brigham Young University   2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General

Brigham Young University   2003 — 2008
Finance, Finance

D'Evelyn High School   1997 — 2001

Trent Mano Trent Mano Provo, Utah Area Details
Trent Mano's Summit Financial Marketing Experience 2007 - 2008
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual  April 2010 - Present
Utah Valley Chamber of Commerce  December 2013 - Present
Utah Valley Chamber of Commerce  January 2012 - December 2013
Community Action Services & Food Bank   January 2011 - April 2012
Aflatoun   January 2010 - April 2010
Corporation for National and Community Service  September 2009 - December 2009
United Way of Utah County  June 2009 - August 2009
Summit Financial Marketing   2007 - 2008

Skills
Financial Planning, Investments, Insurance, Fundraising, Non-profits, Strategic Financial..., Small Business, Disability Insurance, Retirement Planning, Life Insurance, Retirement, Long-term Care, 401k, Employee Benefits, Estate Planning

Education
Brigham Young University   2006 — 2010
BA, Chinese, Business Management Minor

Samantha (Samantha Call) Lowe Samantha (Samantha Call) Lowe Provo, Utah Details
Samantha (Samantha Call) Lowe's Summit Financial Marketing Experience January 2013 - August 2014
Job Bookkeeper at Squire and Company, PC
Industry Accounting
Experience
Squire and Company, PC  January 2015 - Present
XOLogic  May 2014 - December 2014
Summit Financial Marketing   January 2013 - August 2014
Kjell McCord Mortgage Team   January 2013 - August 2014
Wet 'n' Wild Waterpark   March 2011 - September 2012

Skills
Typing 120 WPM, Microsoft Excel, Microsoft Office, QuickBooks, Organization, PowerPoint, Microsoft Word, Accounting, Teamwork, Team Leadership, Accounts Payable, Sales

Education
Brigham Young University   2013 — 2017
Master’s Degree, Accounting - Tax Emphasis

University of Arizona   2011 — 2012
Nutrition Sciences

Robert W. Center CPA Robert W. Center CPA Provo, Utah Details
Robert W. Center CPA's Summit Financial Marketing Experience June 2008 - July 2009
Job Senior Financial Analyst at Visa
Industry Accounting
Experience
Visa  May 2015 - Present
Ancestry.com  June 2014 - May 2015
Ancestry.com  January 2012 - June 2014
ZipLocal  July 2010 - January 2012
Summit Financial Marketing   June 2008 - July 2009

Skills
Spanish, Microsoft Excel, Account Reconciliation, Accounts Payable, Accounts Receivable, Oracle, Fixed Assets, Inventory, General Ledger, Internal Controls, Journal Entries, Finance, CPA, Accruals, Accounting, Revenue Recognition, US GAAP, Financial Reporting, Cost Accounting

Education
University of Utah - David Eccles School of Business   2009 — 2010
MAcc, Accounting/Auditing

Brigham Young University   2007 — 2009
BS, Accounting

Dover High School   1998 — 2002
Diploma

Derek Bunker Derek Bunker Mission Viejo, California Details
Derek Bunker's Summit Financial Marketing Experience January 2007 - April 2007
Job Vice President, Acquisitions & Business Legal Affairs at Ensign Services, Inc.
Industry Hospital & Health Care
Experience
Ensign Services, Inc.   July 2015 - Present
Latham & Watkins  October 2014 - July 2015
Latham & Watkins  May 2013 - July 2013
U.S. District Court for the District of Nevada   May 2012 - July 2012
Dr. James L. Siebach, Brigham Young University   September 2010 - April 2011
Knobbe Martens Olson & Bear LLP  June 2010 - August 2010
Summit Financial Marketing   January 2007 - April 2007

Skills
Legal Research, Legal Writing, Research, Westlaw, Public Speaking, Editing

Education
University of Virginia School of Law   2011 — 2014
Juris Doctor (J.D.)

Brigham Young University   2006 — 2011
B.A, Philosophy