Summit Financial Marketing
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
Summit Financial Marketing List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Summit Financial Marketing. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Summit Financial Marketing Employees
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
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
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
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®
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
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
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
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
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
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
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
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
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