Summit Investment Management
Description
Address: 1130, 3065 Centre Pointe Dr suite 2, Roseville, MN 55113 Hours: Open ⋅ Closes 5PM Friday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (651) 490-2939 Appointments: timetrade.comCategory: Website: : : : : : : Place name: Website: http://www.summitinvest.com/ Category: Financial Planner 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. Questions & answers Ask a question See all questions (1) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Summit Investment Advisors Posting publicly on the Web Write a review Reviews 2 Google reviews Latest PostsPosts from Summit Investment Advisors View previous posts on Google
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Summit Investment Management Employees
Employee
Years
Job
Industry
Colin Haas Colin Haas's Summit Investment Management Experience July 2015 - Present
Job Underwriting Associate at Summit Investment Management
Industry Capital Markets
Experience
Summit Investment Management July 2015 - Present
361 Capital May 2014 - August 2014
Access Venture Partners June 2013 - August 2013
Education
Kenyon College 2011 — 2015
Bachelor of Arts (B.A.), Mathematics and Economics
Summit Investment Management July 2015 - Present
361 Capital May 2014 - August 2014
Access Venture Partners June 2013 - August 2013
Education
Kenyon College 2011 — 2015
Bachelor of Arts (B.A.), Mathematics and Economics
Robert Ekback Robert Ekback's Summit Investment Management Experience 2002 - 2012
Job Director at Sherman Financial Group LLC
Industry Investment Management
Experience
Sherman Financial Group May 2013 - Present
Xanadu Holdings LLC 2012 - 2013
Treatment Technology 2012 - 2013
Summit Investment Management 2002 - 2012
Republic Financial Corporation 1998 - 2002
Ocwen Financial Corporation 1995 - 1998
Skills
Private Equity, Asset Management, Investments, Portfolio Management, Mergers & Acquisitions, Corporate Finance, Capital Markets, Real Estate Economics, Financial Analysis, Restructuring, Structured Finance, Investment Banking
Education
Florida State University 1986 — 1989
Finance, Real Estate
Appraisal Institute
MAI Designation - Member of Appraisal Institute
Sherman Financial Group May 2013 - Present
Xanadu Holdings LLC 2012 - 2013
Treatment Technology 2012 - 2013
Summit Investment Management 2002 - 2012
Republic Financial Corporation 1998 - 2002
Ocwen Financial Corporation 1995 - 1998
Skills
Private Equity, Asset Management, Investments, Portfolio Management, Mergers & Acquisitions, Corporate Finance, Capital Markets, Real Estate Economics, Financial Analysis, Restructuring, Structured Finance, Investment Banking
Education
Florida State University 1986 — 1989
Finance, Real Estate
Appraisal Institute
MAI Designation - Member of Appraisal Institute
Mackenzie Matheson Mackenzie Matheson's Summit Investment Management Experience January 2009 - May 2010
Job Account Coordinator
Industry Marketing and Advertising
Experience
Pinnacle Advertising September 2011 - May 2013
Bath & Body Works November 2010 - April 2011
Kids Cancer Care Foundation of Alberta 2011 - 2011
Coach November 2009 - May 2010
Summit Investment Management January 2009 - May 2010
March of Dimes January 2009 - May 2009
Knickerbocker Landscaping and Building Services January 2001 - January 2008
Skills
Social Media, Sales, Customer Service, Microsoft Word, PowerPoint, Microsoft Excel, Outlook, Data Entry, Social Media Marketing, Digital Marketing, Facebook, Social Networking, Microsoft Office, Marketing, Press Releases, Public Relations, Advertising
Education
Bowling Green State University 2005 — 2008
Bachelor of Arts in Communications, Interpersonal Communication and Organizational Communication
Bowling Green State UniversityBowling 2005 — 2008
Bachelor, Interpersonal Communication Studies; Organizational Communication/Advertising and Promotions
Pinnacle Advertising September 2011 - May 2013
Bath & Body Works November 2010 - April 2011
Kids Cancer Care Foundation of Alberta 2011 - 2011
Coach November 2009 - May 2010
Summit Investment Management January 2009 - May 2010
March of Dimes January 2009 - May 2009
Knickerbocker Landscaping and Building Services January 2001 - January 2008
Skills
Social Media, Sales, Customer Service, Microsoft Word, PowerPoint, Microsoft Excel, Outlook, Data Entry, Social Media Marketing, Digital Marketing, Facebook, Social Networking, Microsoft Office, Marketing, Press Releases, Public Relations, Advertising
Education
Bowling Green State University 2005 — 2008
Bachelor of Arts in Communications, Interpersonal Communication and Organizational Communication
Bowling Green State UniversityBowling 2005 — 2008
Bachelor, Interpersonal Communication Studies; Organizational Communication/Advertising and Promotions
Scott Caruthers Scott Caruthers's Summit Investment Management Experience August 2004 - June 2006
Job Principal at Excelsior Capital Partners
Industry Financial Services
Experience
Excelsior Capital Partners September 2011 - Present
Republic Financial Corporation January 2009 - July 2011
Vail Resorts Development Company September 2006 - December 2008
Summit Investment Management August 2004 - June 2006
Republic Financial Corporation 2000 - 2004
Arthur Andersen 1997 - 2000
The Patrick Companies 1995 - 1997
Skills
Due Diligence, Valuation, Corporate Finance, Mergers & Acquisitions, Real Estate, Restructuring, Finance, Financial Modeling, Credit, Asset Management, Venture Capital, Corporate Development, Financial Analysis, Structured Finance, Acquisitions, Portfolio Management, Financial Structuring, Strategic Planning, Real Estate Economics, People Skills, Capital Markets, Turn Around Management, Business Valuation, Excel, Forecasting, Underwriting, Distressed Debt, Capital IQ, Real Estate Finance, Bloomberg, Data Analysis, Data Mining, Data Modeling, Special Situations..., Strategy, Investments, Private Equity, Management, Budgets
Education
University of Denver - Daniels College of Business 2004 — 2004
University of Maryland College Park 1991 — 1995
B.S., Individual Studies Program
University of Minnesota-Twin Cities 1991 — 1991
Governor Thomas Johnson
Excelsior Capital Partners September 2011 - Present
Republic Financial Corporation January 2009 - July 2011
Vail Resorts Development Company September 2006 - December 2008
Summit Investment Management August 2004 - June 2006
Republic Financial Corporation 2000 - 2004
Arthur Andersen 1997 - 2000
The Patrick Companies 1995 - 1997
Skills
Due Diligence, Valuation, Corporate Finance, Mergers & Acquisitions, Real Estate, Restructuring, Finance, Financial Modeling, Credit, Asset Management, Venture Capital, Corporate Development, Financial Analysis, Structured Finance, Acquisitions, Portfolio Management, Financial Structuring, Strategic Planning, Real Estate Economics, People Skills, Capital Markets, Turn Around Management, Business Valuation, Excel, Forecasting, Underwriting, Distressed Debt, Capital IQ, Real Estate Finance, Bloomberg, Data Analysis, Data Mining, Data Modeling, Special Situations..., Strategy, Investments, Private Equity, Management, Budgets
Education
University of Denver - Daniels College of Business 2004 — 2004
University of Maryland College Park 1991 — 1995
B.S., Individual Studies Program
University of Minnesota-Twin Cities 1991 — 1991
Governor Thomas Johnson
Brian Ducay Brian Ducay's Summit Investment Management Experience 2011 - 2011
Job Business Analyst
Industry Computer Networking
Experience
Cisco Cloud Networking November 2013 - July 2014
Cisco Systems February 2012 - October 2013
Summit Investment Management 2011 - 2011
W.W. Grainger, Inc. 2009 - 2009
Skills
Financial Modeling
Education
University of Colorado at Boulder - Leeds School of Business 2007 — 2011
B.S. Degree
City University of Hong Kong 2009 — 2009
Cisco Cloud Networking November 2013 - July 2014
Cisco Systems February 2012 - October 2013
Summit Investment Management 2011 - 2011
W.W. Grainger, Inc. 2009 - 2009
Skills
Financial Modeling
Education
University of Colorado at Boulder - Leeds School of Business 2007 — 2011
B.S. Degree
City University of Hong Kong 2009 — 2009
Daniel Levene's Summit Investment Management Experience January 2015 - Present
Job Director at Summit Investment Management
Industry Financial Services
Experience
Summit Investment Management January 2015 - Present
Great American Group July 2013 - September 2014
Great American Group January 2011 - July 2013
Great American Group June 2003 - December 2010
Skills
Financial Modeling, Valuation, Private Equity, Project Management, Finance, Leadership, Asset Management, Business Development, Financial Analysis, Investments, Loans, Disposition, Mergers & Acquisitions, New Business Development, Due Diligence, Real Estate, Appraisals, Corporate Finance
Education
University of Southern California - Marshall School of Business 2000 — 2003
BS, Business Administration
University of Colorado Boulder 1998 — 2000
Business Administration and Management, General
Brentwood School 1993 — 1998
Summit Investment Management January 2015 - Present
Great American Group July 2013 - September 2014
Great American Group January 2011 - July 2013
Great American Group June 2003 - December 2010
Skills
Financial Modeling, Valuation, Private Equity, Project Management, Finance, Leadership, Asset Management, Business Development, Financial Analysis, Investments, Loans, Disposition, Mergers & Acquisitions, New Business Development, Due Diligence, Real Estate, Appraisals, Corporate Finance
Education
University of Southern California - Marshall School of Business 2000 — 2003
BS, Business Administration
University of Colorado Boulder 1998 — 2000
Business Administration and Management, General
Brentwood School 1993 — 1998
Scott Lavie Scott Lavie's Summit Investment Management Experience January 2007 - May 2008
Job Managing Partner at Renovo Capital, LLC
Industry Investment Management
Experience
Renovo Capital, LLC January 2009 - Present
Summit Investment Management January 2007 - May 2008
Galena Capital, LLC April 2005 - December 2006
Republic Financial Corporation July 1996 - March 2005
Phoenix Ventures, Inc. May 1994 - June 1996
GE Capital April 1982 - March 1994
Skills
Private Equity, Restructuring, Turn Around Management, Distressed Debt, Distressed M&A, Commercial Lending, Crisis Management, Asset Management, Equities, Loans, Portfolio Management, Corporate Finance, Finance, Investments, Leveraged Finance, Structured Finance, Acquisition Integration, Start-ups, Capital Raising, Growth Capital, Venture Capital, Corporate Development, Financial Structuring, Credit, Loan Origination, mergers and acquisitions, Mergers & Acquisitions
Education
California State University-Chico 1977 — 1981
Bachelor of Arts, Business Administration (B.B.A.), Finance, General
Renovo Capital, LLC January 2009 - Present
Summit Investment Management January 2007 - May 2008
Galena Capital, LLC April 2005 - December 2006
Republic Financial Corporation July 1996 - March 2005
Phoenix Ventures, Inc. May 1994 - June 1996
GE Capital April 1982 - March 1994
Skills
Private Equity, Restructuring, Turn Around Management, Distressed Debt, Distressed M&A, Commercial Lending, Crisis Management, Asset Management, Equities, Loans, Portfolio Management, Corporate Finance, Finance, Investments, Leveraged Finance, Structured Finance, Acquisition Integration, Start-ups, Capital Raising, Growth Capital, Venture Capital, Corporate Development, Financial Structuring, Credit, Loan Origination, mergers and acquisitions, Mergers & Acquisitions
Education
California State University-Chico 1977 — 1981
Bachelor of Arts, Business Administration (B.B.A.), Finance, General
Jack Martinez's Summit Investment Management Experience January 2009 - March 2011
Job Director of Underwriting at Trax Capital Management
Industry Investment Banking
Experience
Trax Capital Management March 2011 - Present
Summit Investment Management January 2009 - March 2011
GMAC Commercial Mortgage December 2000 - December 2008
Llama Capital Mortgage Company April 1999 - September 2000
Wilshire Group Financial Services March 1997 - April 1999
Ocwen Financial Corporation September 1993 - February 1997
Skills
Salesforce.com, Mergers & Acquisitions, Investment Properties, Loans, Real Estate, Forecasting, Mortgage Lending, Microsoft Excel, Investments, Credit, Due Diligence, Real Estate Financing, Valuation, Real Estate Economics, Asset Management, Real Estate Transactions, Commercial Real Estate, Underwriting
Education
University of Central Florida
B.S., Accounting
Trax Capital Management March 2011 - Present
Summit Investment Management January 2009 - March 2011
GMAC Commercial Mortgage December 2000 - December 2008
Llama Capital Mortgage Company April 1999 - September 2000
Wilshire Group Financial Services March 1997 - April 1999
Ocwen Financial Corporation September 1993 - February 1997
Skills
Salesforce.com, Mergers & Acquisitions, Investment Properties, Loans, Real Estate, Forecasting, Mortgage Lending, Microsoft Excel, Investments, Credit, Due Diligence, Real Estate Financing, Valuation, Real Estate Economics, Asset Management, Real Estate Transactions, Commercial Real Estate, Underwriting
Education
University of Central Florida
B.S., Accounting
Heather Olson's Summit Investment Management Experience 2007 - 2008
Job Managing Partner at Coco Capital
Industry Financial Services
Experience
Coco Capital May 2015 - Present
Reedland Capital Partners September 2013 - Present
FGI Finance August 2010 - September 2013
Wells Fargo August 2004 - June 2009
Summit Investment Management 2007 - 2008
Education
University of Colorado at Boulder - Leeds School of Business 1997 — 2001
Bachelor of Applied Science (B.A.Sc.), Economics
Regis University 2003 — 2005
Master of Business Administration (M.B.A.), Accounting and Finance
Coco Capital May 2015 - Present
Reedland Capital Partners September 2013 - Present
FGI Finance August 2010 - September 2013
Wells Fargo August 2004 - June 2009
Summit Investment Management 2007 - 2008
Education
University of Colorado at Boulder - Leeds School of Business 1997 — 2001
Bachelor of Applied Science (B.A.Sc.), Economics
Regis University 2003 — 2005
Master of Business Administration (M.B.A.), Accounting and Finance
Lynne Long , CIRA Lynne Long , CIRA's Summit Investment Management Experience April 2014 - April 2015
Job Experienced Investor, Business Developer & Advisor looking for opportunities
Industry Investment Management
Experience
Summit Investment Management April 2014 - April 2015
BMC Group January 2009 - April 2014
Hilco Global 2003 - 2006
Ernst & Young 1995 - 2003
Motorola 1995 - 1995
The Shell Group Inc. 1993 - 1995
Skills
Start-ups, Valuation, Mergers & Acquisitions, Corporate Finance, Financial Modeling, Finance, Restructuring, Mergers, Bankruptcy, Sales, Leadership, Business Planning, Forecasting, Investments, Management, Strategy, Investment Banking, Business Development, Social Networking, Financial Analysis, Banking, Due Diligence, Business Strategy, Private Equity, Venture Capital, Asset Based Lending, Corporate Branding, Leadership Development, Capital Allocation, Cross-functional Team..., Corporate Governance, Investment Properties, Collaborative Problem..., Networking, Team Motivation, Contract Negotiation
Education
The University of Chicago Booth School of Business 1998 — 1999
Arizona State University 1990 — 1994
BS, Finance
Plymouth Salem High School
High School
Summit Investment Management April 2014 - April 2015
BMC Group January 2009 - April 2014
Hilco Global 2003 - 2006
Ernst & Young 1995 - 2003
Motorola 1995 - 1995
The Shell Group Inc. 1993 - 1995
Skills
Start-ups, Valuation, Mergers & Acquisitions, Corporate Finance, Financial Modeling, Finance, Restructuring, Mergers, Bankruptcy, Sales, Leadership, Business Planning, Forecasting, Investments, Management, Strategy, Investment Banking, Business Development, Social Networking, Financial Analysis, Banking, Due Diligence, Business Strategy, Private Equity, Venture Capital, Asset Based Lending, Corporate Branding, Leadership Development, Capital Allocation, Cross-functional Team..., Corporate Governance, Investment Properties, Collaborative Problem..., Networking, Team Motivation, Contract Negotiation
Education
The University of Chicago Booth School of Business 1998 — 1999
Arizona State University 1990 — 1994
BS, Finance
Plymouth Salem High School
High School
Todd Telesz Todd Telesz's Summit Investment Management Experience April 2004 - May 2006
Job Senior Vice PresidentPower, Energy & Utilities Division at CoBank
Industry Banking
Experience
CoBank November 2007 - Present
Three Peaks Capital Management, LLC May 2006 - September 2007
Summit Investment Management April 2004 - May 2006
Republic Financial Corproation 2003 - 2004
US Bank Commercial 1996 - 1997
US Bank Commercial 1996 - 1997
Skills
Corporate Finance, Credit, Due Diligence, Energy, Finance, Financial Analysis, Financial Modeling, Investments, Leadership, Management, Mergers, Portfolio Management, Restructuring, Risk Management, Valuation
Education
University of Pennsylvania - The Wharton School 1989 — 1993
BS Economics, Finance, Strategic Management
Howland High School 1986 — 1989
M&T Bank
M&T Bank
CoBank November 2007 - Present
Three Peaks Capital Management, LLC May 2006 - September 2007
Summit Investment Management April 2004 - May 2006
Republic Financial Corproation 2003 - 2004
US Bank Commercial 1996 - 1997
US Bank Commercial 1996 - 1997
Skills
Corporate Finance, Credit, Due Diligence, Energy, Finance, Financial Analysis, Financial Modeling, Investments, Leadership, Management, Mergers, Portfolio Management, Restructuring, Risk Management, Valuation
Education
University of Pennsylvania - The Wharton School 1989 — 1993
BS Economics, Finance, Strategic Management
Howland High School 1986 — 1989
M&T Bank
M&T Bank
Nate Melchior's Summit Investment Management Experience March 2011 - September 2015
Job Senior Real Estate Asset Manager at Wells Fargo
Industry Real Estate
Experience
Wells Fargo September 2015 - Present
Summit Investment Management March 2011 - September 2015
Sand Capital January 2009 - March 2011
Colliers International July 2008 - January 2009
Grupo Summerlin May 2006 - September 2006
Skills
Real Estate, Investment Properties, Real Estate Development, Commercial Real Estate, Property Management, Disposition, Financial Modeling, Portfolio Management, Loans, REO, Foreclosures, Appraisals, Underwriting, Negotiation, Real Estate Economics, Mortgage Lending, Leases, Dispositions, Valuation, Due Diligence, Property
Education
Colorado State University 2003 — 2008
Bachelor of Science (BS), Real Estate Finance
Wells Fargo September 2015 - Present
Summit Investment Management March 2011 - September 2015
Sand Capital January 2009 - March 2011
Colliers International July 2008 - January 2009
Grupo Summerlin May 2006 - September 2006
Skills
Real Estate, Investment Properties, Real Estate Development, Commercial Real Estate, Property Management, Disposition, Financial Modeling, Portfolio Management, Loans, REO, Foreclosures, Appraisals, Underwriting, Negotiation, Real Estate Economics, Mortgage Lending, Leases, Dispositions, Valuation, Due Diligence, Property
Education
Colorado State University 2003 — 2008
Bachelor of Science (BS), Real Estate Finance
John Wharton VI's Summit Investment Management Experience July 2014 - December 2014
Job Intern at Summit Investment Management
Industry Accounting
Experience
University of Colorado 2012 - 2015
Summit Investment Management July 2014 - December 2014
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office
Education
University of Colorado Boulder 2012 — 2016
Bachelor of Science (BS), Accounting
University of Colorado Boulder - Leeds School of Business 2012 — 2016
Bachelor of Science (BS), Accounting
University of Colorado 2012 - 2015
Summit Investment Management July 2014 - December 2014
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office
Education
University of Colorado Boulder 2012 — 2016
Bachelor of Science (BS), Accounting
University of Colorado Boulder - Leeds School of Business 2012 — 2016
Bachelor of Science (BS), Accounting
Brian Shloss Brian Shloss's Summit Investment Management Experience January 2015 - Present
Job Partner and Managing Director at Summit Investment Management
Industry Real Estate
Experience
Summit Investment Management January 2015 - Present
Summit Investment Management September 2009 - December 2014
Western Capital Partners June 2005 - September 2009
Stat Capital 2002 - 2003
Knight Capital Markets 1998 - 2003
Skills
Valuation, Cash Flow, Private Equity, Asset Managment, Equities, Capital Markets, Due Diligence, Asset Management, Underwriting, Real Estate, Financial Analysis, Investments, Finance, Portfolio Management, Financial Modeling, Mergers & Acquisitions, Management
Education
Emory University 1993 — 1997
BS, Economics / Sociology
University of Colorado at Boulder - Leeds School of Business 2003 — 2005
MBA
Summit Investment Management January 2015 - Present
Summit Investment Management September 2009 - December 2014
Western Capital Partners June 2005 - September 2009
Stat Capital 2002 - 2003
Knight Capital Markets 1998 - 2003
Skills
Valuation, Cash Flow, Private Equity, Asset Managment, Equities, Capital Markets, Due Diligence, Asset Management, Underwriting, Real Estate, Financial Analysis, Investments, Finance, Portfolio Management, Financial Modeling, Mergers & Acquisitions, Management
Education
Emory University 1993 — 1997
BS, Economics / Sociology
University of Colorado at Boulder - Leeds School of Business 2003 — 2005
MBA
Dennis Smythe Dennis Smythe's Summit Investment Management Experience June 2003 - May 2004
Job CFO at Consumer Capital Partners, Acting CFO at Smashburger
Industry Hospitality
Experience
Smashburger December 2013 - Present
Consumer Capital Partners March 2012 - Present
Quiznos October 2009 - March 2012
Consumer Capital Partners May 2004 - October 2009
Summit Investment Management June 2003 - May 2004
Agger Capital Management July 2002 - June 2003
Banc of America Securities June 2001 - August 2001
PricewaterhouseCoopers September 1997 - August 2000
Skills
Private Equity, Asset Management, Investments, Portfolio Management, Financial Accounting, Capital, Financial Analysis, Due Diligence, Restructuring, Financial Modeling, Accounting, GAAP, Corporate Finance, Forecasting, Financial Management, Strategic Planning, Business Planning, Executive Management, Start-ups, Mergers & Acquisitions, Valuation, Finance
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA, Finance
University of Colorado Boulder 1993 — 1997
BSBA, Accounting
Littleton High School 1989 — 1993
Smashburger December 2013 - Present
Consumer Capital Partners March 2012 - Present
Quiznos October 2009 - March 2012
Consumer Capital Partners May 2004 - October 2009
Summit Investment Management June 2003 - May 2004
Agger Capital Management July 2002 - June 2003
Banc of America Securities June 2001 - August 2001
PricewaterhouseCoopers September 1997 - August 2000
Skills
Private Equity, Asset Management, Investments, Portfolio Management, Financial Accounting, Capital, Financial Analysis, Due Diligence, Restructuring, Financial Modeling, Accounting, GAAP, Corporate Finance, Forecasting, Financial Management, Strategic Planning, Business Planning, Executive Management, Start-ups, Mergers & Acquisitions, Valuation, Finance
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA, Finance
University of Colorado Boulder 1993 — 1997
BSBA, Accounting
Littleton High School 1989 — 1993
Ryan Oleski's Summit Investment Management Experience April 2015 - Present
Job VP of Acquisitions at Summit Investment Management
Industry Capital Markets
Experience
Summit Investment Management April 2015 - Present
Technology Associates EC Inc. July 2012 - February 2015
Technology Associates February 2007 - July 2012
Morgan Keegan (formerly of Regions Bank) July 2011 - August 2011
Skills
Leadership, Management, Sales, Forecasting, Analysis, SharePoint Designer, Site Acquisition, Mergers & Acquisitions, A&E, Accounting, Software Installation, Microsoft Office, Microsoft Excel
Education
University of Colorado at Denver 2011 — 2013
Bachelor of Arts (BA), Economics
Western State College 2008 — 2011
Business Administration and Management, General
La Costa Canyon High School 2005 — 2008
Summit Investment Management April 2015 - Present
Technology Associates EC Inc. July 2012 - February 2015
Technology Associates February 2007 - July 2012
Morgan Keegan (formerly of Regions Bank) July 2011 - August 2011
Skills
Leadership, Management, Sales, Forecasting, Analysis, SharePoint Designer, Site Acquisition, Mergers & Acquisitions, A&E, Accounting, Software Installation, Microsoft Office, Microsoft Excel
Education
University of Colorado at Denver 2011 — 2013
Bachelor of Arts (BA), Economics
Western State College 2008 — 2011
Business Administration and Management, General
La Costa Canyon High School 2005 — 2008
CJ Burger's Summit Investment Management Experience 2002 - Present
Job Managing Director at Summit Investment Management
Industry Banking
Experience
Summit Investment Management 2002 - Present
Republic Financial Corporation March 1999 - June 2002
Fleet National Bank 1995 - March 1999
Skills
Private Equity, Banking, Due Diligence, Mergers, Valuation, Loans, Financial Modeling, Mergers & Acquisitions, Restructuring, Investments, Portfolio Management, Commercial Lending, Financial Analysis, Negotiation, Asset Management, Executive Management, Leveraged Finance, Corporate Finance, Venture Capital, Credit
Education
New York University
BS, Accounting
Summit Investment Management 2002 - Present
Republic Financial Corporation March 1999 - June 2002
Fleet National Bank 1995 - March 1999
Skills
Private Equity, Banking, Due Diligence, Mergers, Valuation, Loans, Financial Modeling, Mergers & Acquisitions, Restructuring, Investments, Portfolio Management, Commercial Lending, Financial Analysis, Negotiation, Asset Management, Executive Management, Leveraged Finance, Corporate Finance, Venture Capital, Credit
Education
New York University
BS, Accounting
Steven Petrie Steven Petrie's Summit Investment Management Experience July 2002 - Present
Job Partner at Summit Investment Management
Industry Financial Services
Experience
Summit Investment Management July 2002 - Present
Republic Financial Corporation November 1998 - July 2002
Univest Financial March 1998 - November 1998
Wilshire Financial Services September 1996 - September 1998
Ocwen Financial Corporation October 1992 - September 1996
Banc One Corporation January 1990 - July 1992
Skills
Restructuring, Asset Management, Debt, Due Diligence, Real Estate, Valuation, Portfolio Management, Underwriting, Private Equity, Asset Managment, Loan Origination, Structured Finance, Commercial Lending, Mergers & Acquisitions, Real Estate Economics, Corporate Finance, Financial Modeling, Investment Banking, Asset Based Lending, Private Placements, Capital Markets, Venture Capital, Commercial Mortgages, Funding, Debt Restructuring, Commercial Real Estate, Credit Analysis, Financial Analysis, Corporate Development, Loans, Financial Structuring, Investments, Business Valuation, Acquisitions, Leveraged Finance, Disposition, Finance, Capital, LBO, Workout, Hedge Funds, Credit, Middle Market, Divestitures, Capital Raising, Special Situations, Recapitalizations, Securitization, CMBS, Investor Relations
Education
The University of Texas at Arlington 1987 — 1990
BBA, Accounting
Cooper City HS
Summit Investment Management July 2002 - Present
Republic Financial Corporation November 1998 - July 2002
Univest Financial March 1998 - November 1998
Wilshire Financial Services September 1996 - September 1998
Ocwen Financial Corporation October 1992 - September 1996
Banc One Corporation January 1990 - July 1992
Skills
Restructuring, Asset Management, Debt, Due Diligence, Real Estate, Valuation, Portfolio Management, Underwriting, Private Equity, Asset Managment, Loan Origination, Structured Finance, Commercial Lending, Mergers & Acquisitions, Real Estate Economics, Corporate Finance, Financial Modeling, Investment Banking, Asset Based Lending, Private Placements, Capital Markets, Venture Capital, Commercial Mortgages, Funding, Debt Restructuring, Commercial Real Estate, Credit Analysis, Financial Analysis, Corporate Development, Loans, Financial Structuring, Investments, Business Valuation, Acquisitions, Leveraged Finance, Disposition, Finance, Capital, LBO, Workout, Hedge Funds, Credit, Middle Market, Divestitures, Capital Raising, Special Situations, Recapitalizations, Securitization, CMBS, Investor Relations
Education
The University of Texas at Arlington 1987 — 1990
BBA, Accounting
Cooper City HS
Taylor Fenn Taylor Fenn's Summit Investment Management Experience May 2007 - April 2014
Job President / Owner at Walpin & Co LLC
Industry Investment Management
Experience
Walpin & Co LLC April 2014 - Present
Summit Investment Management May 2007 - April 2014
Summit Investment Management May 2008 - April 2012
Summit Investment Management May 2007 - May 2008
DirectCollect LLC July 2005 - April 2007
Education
University of Denver - Daniels College of Business 2003 — 2005
MS Finance, MBA, Real Estate
Villanova University - Accounting 1994 — 1998
BS, Accountancy
Walpin & Co LLC April 2014 - Present
Summit Investment Management May 2007 - April 2014
Summit Investment Management May 2008 - April 2012
Summit Investment Management May 2007 - May 2008
DirectCollect LLC July 2005 - April 2007
Education
University of Denver - Daniels College of Business 2003 — 2005
MS Finance, MBA, Real Estate
Villanova University - Accounting 1994 — 1998
BS, Accountancy
Eric Engel Eric Engel's Summit Investment Management Experience October 2012 - Present
Job Experienced Finance Professional
Industry Venture Capital & Private Equity
Experience
Summit Investment Management October 2012 - Present
Bank of America November 2008 - August 2011
KeyBank Real Estate Capital September 2007 - October 2008
SunGard February 2007 - August 2007
SunGard September 2006 - January 2007
Accenture June 2003 - August 2004
Skills
Microsoft Excel, Microsoft Word, PowerPoint, 2002 State Tennis..., TESOL Certification, Completed Bank of..., New Business Development, Training, Salesforce.com, Team Management, Account Management, Marketing Strategy, Marketing, Management, Credit, Advertising, Customer Service, Finance, Risk Management, Financial Modeling, Microsoft Office, Accounting, Sales, Negotiation, Financial Analysis, Portfolio Management, Business Development, Loans, Investments, Strategy, Insurance, Real Estate, Banking, Team Building, Valuation, Due Diligence, Asset Management, Consulting
Education
University of Colorado at Boulder - Leeds School of Business 2002 — 2006
Bachelor of Science, Business Administration; Finance
Benjamarachutit High School 2011 — 2012
High School English Teacher
Summit Investment Management October 2012 - Present
Bank of America November 2008 - August 2011
KeyBank Real Estate Capital September 2007 - October 2008
SunGard February 2007 - August 2007
SunGard September 2006 - January 2007
Accenture June 2003 - August 2004
Skills
Microsoft Excel, Microsoft Word, PowerPoint, 2002 State Tennis..., TESOL Certification, Completed Bank of..., New Business Development, Training, Salesforce.com, Team Management, Account Management, Marketing Strategy, Marketing, Management, Credit, Advertising, Customer Service, Finance, Risk Management, Financial Modeling, Microsoft Office, Accounting, Sales, Negotiation, Financial Analysis, Portfolio Management, Business Development, Loans, Investments, Strategy, Insurance, Real Estate, Banking, Team Building, Valuation, Due Diligence, Asset Management, Consulting
Education
University of Colorado at Boulder - Leeds School of Business 2002 — 2006
Bachelor of Science, Business Administration; Finance
Benjamarachutit High School 2011 — 2012
High School English Teacher
Ethan Hill Ethan Hill's Summit Investment Management Experience 2000 - 2001
Job VP Human Resources, Trading and Operations at Broadview Advisors, LLC
Industry Financial Services
Experience
Broadview Advisors, LLC May 2001 - August 2015
Summit Investment Management 2000 - 2001
Skills
Portfolio Management, Management, Finance, Strategic Planning, Equities, Accounting, Financial Analysis, Risk Management, Series 7, Securities, Capital Markets
Education
Arizona State University
BA, Interdisciplinary Humanities
Broadview Advisors, LLC May 2001 - August 2015
Summit Investment Management 2000 - 2001
Skills
Portfolio Management, Management, Finance, Strategic Planning, Equities, Accounting, Financial Analysis, Risk Management, Series 7, Securities, Capital Markets
Education
Arizona State University
BA, Interdisciplinary Humanities
Matt Florence's Summit Investment Management Experience June 2015 - Present
Job Acquisitions Intern at Summit Investment Management
Industry Financial Services
Experience
Summit Investment Management June 2015 - Present
361 Capital April 2014 - August 2014
Skills
Asset Management, Social Networking, Investments, Marketing
Education
Penn State University 2014 — 2017
Business Administration, Management and Operations
Summit Investment Management June 2015 - Present
361 Capital April 2014 - August 2014
Skills
Asset Management, Social Networking, Investments, Marketing
Education
Penn State University 2014 — 2017
Business Administration, Management and Operations
Reed Gillis's Summit Investment Management Experience May 2010 - Present
Job Loan Acquisitions Summit Investment Management
Industry Capital Markets
Experience
Summit Investment Management May 2010 - Present
Steel Mountain Capital April 2005 - May 2010
Security National Principal Acquisitions August 2001 - April 2005
Skills
Due Diligence, Loans, Finance, Portfolio Management, Real Estate, Commercial Mortgages, Restructuring, Loan Origination, Commercial & Industrial..., Loan Sales, Valuation, Credit, Distressed Debt, Commercial Real Estate, Debt Restructuring, Acquisitions, Private Equity, New Business Development, Capital Markets, Asset Based Lending
Education
Colorado State University 1997 — 2001
Bachelor of Science in Business Administration, Concentration: Finance
Semester at Sea 1999 — 1999
World Human Relations
Regis Jesuit High School 1994 — 1997
Summit Investment Management May 2010 - Present
Steel Mountain Capital April 2005 - May 2010
Security National Principal Acquisitions August 2001 - April 2005
Skills
Due Diligence, Loans, Finance, Portfolio Management, Real Estate, Commercial Mortgages, Restructuring, Loan Origination, Commercial & Industrial..., Loan Sales, Valuation, Credit, Distressed Debt, Commercial Real Estate, Debt Restructuring, Acquisitions, Private Equity, New Business Development, Capital Markets, Asset Based Lending
Education
Colorado State University 1997 — 2001
Bachelor of Science in Business Administration, Concentration: Finance
Semester at Sea 1999 — 1999
World Human Relations
Regis Jesuit High School 1994 — 1997
Ann Danielson's Summit Investment Management Experience September 2009 - March 2015
Job Accounting & Benefits at Background Information Services, Inc.
Industry Financial Services
Experience
Background Information Services, Inc. March 2015 - Present
Summit Investment Management September 2009 - March 2015
Republic Financial Corporation April 2001 - August 2009
Capital Associates 1988 - 2000
Coopers & Lybrand 1986 - 1988
Skills
Due Diligence, Team Building, Mergers, Mergers & Acquisitions, Accounting, Financial Analysis, Corporate Finance, Portfolio Management, Private Equity, Investments, Financial Modeling, Valuation, Financial Reporting, Restructuring, Management, Finance, Strategic Planning, Process Improvement, Leadership, Budgets
Education
University of Northern Iowa 1984 — 1986
Bachelor of Science, Accountin
Waldorf College 1982 — 1984
AA, Accounting
South Hamilton High School
Background Information Services, Inc. March 2015 - Present
Summit Investment Management September 2009 - March 2015
Republic Financial Corporation April 2001 - August 2009
Capital Associates 1988 - 2000
Coopers & Lybrand 1986 - 1988
Skills
Due Diligence, Team Building, Mergers, Mergers & Acquisitions, Accounting, Financial Analysis, Corporate Finance, Portfolio Management, Private Equity, Investments, Financial Modeling, Valuation, Financial Reporting, Restructuring, Management, Finance, Strategic Planning, Process Improvement, Leadership, Budgets
Education
University of Northern Iowa 1984 — 1986
Bachelor of Science, Accountin
Waldorf College 1982 — 1984
AA, Accounting
South Hamilton High School
Patrick Gilbert's Summit Investment Management Experience March 2015 - Present
Job Director Summit Investment Management
Industry Financial Services
Experience
Summit Investment Management March 2015 - Present
Ameriprise Financial Services, Inc. September 2013 - February 2015
Miller Buckfire July 2010 - July 2013
Key Principal Partners August 2006 - July 2008
Skills
Valuation, Mezzanine, Strategy, Investments, Business Strategy, Emerging Markets, Leveraged Finance, Business Development, Portfolio Management, Competitive Analysis, Fixed Income, M&A experience, Asset Management, Mergers & Acquisitions, Corporate Finance, Due Diligence
Education
University of Pennsylvania - The Wharton School 2008 — 2010
Finance, MBA
Saint John's University 1998 — 2002
St. Thomas Academy 1992 — 1998
Summit Investment Management March 2015 - Present
Ameriprise Financial Services, Inc. September 2013 - February 2015
Miller Buckfire July 2010 - July 2013
Key Principal Partners August 2006 - July 2008
Skills
Valuation, Mezzanine, Strategy, Investments, Business Strategy, Emerging Markets, Leveraged Finance, Business Development, Portfolio Management, Competitive Analysis, Fixed Income, M&A experience, Asset Management, Mergers & Acquisitions, Corporate Finance, Due Diligence
Education
University of Pennsylvania - The Wharton School 2008 — 2010
Finance, MBA
Saint John's University 1998 — 2002
St. Thomas Academy 1992 — 1998
Frank Grimaldi's Summit Investment Management Experience 2007 - 2008
Job Senior Managing Director National Sales Manager, Gordon Brothers Group
Industry Capital Markets
Experience
Gordon Brothers Group December 2010 - Present
Brevet Capital April 2010 - February 2011
Lakeside Advisors Group 2008 - May 2010
Summit Investment Management 2007 - 2008
SB Capital Group 2006 - 2007
Platinum Funding Group 2004 - 2006
The CIT Group 1988 - 2004
Skills
Business Development, Asset Based Lending, Factoring, Restructuring, Private Equity, Commercial Lending, Commercial Finance, Portfolio Management, Due Diligence, Mergers, Middle Market, Leveraged Finance, Valuation, Financial Modeling, Loans
Education
Hofstra University 1984 — 1988
BBA, Managerial Accounting
Half Hollow Hills HS East 1981 — 1984
Gordon Brothers Group December 2010 - Present
Brevet Capital April 2010 - February 2011
Lakeside Advisors Group 2008 - May 2010
Summit Investment Management 2007 - 2008
SB Capital Group 2006 - 2007
Platinum Funding Group 2004 - 2006
The CIT Group 1988 - 2004
Skills
Business Development, Asset Based Lending, Factoring, Restructuring, Private Equity, Commercial Lending, Commercial Finance, Portfolio Management, Due Diligence, Mergers, Middle Market, Leveraged Finance, Valuation, Financial Modeling, Loans
Education
Hofstra University 1984 — 1988
BBA, Managerial Accounting
Half Hollow Hills HS East 1981 — 1984
Matt Leatherman's Summit Investment Management Experience April 2014 - Present
Job Director at Summit Investment Management
Industry Capital Markets
Experience
Summit Investment Management April 2014 - Present
Skills
Valuation, Credit Analysis, Private Equity, Debt, Mergers, Investments, Due Diligence, Turnaround, Workout, Mergers & Acquisitions
Education
University of Colorado at Boulder - Leeds School of Business 1993 — 1997
BS Business Administration, Finance
J.K. Mullen High School 1989 — 1993
Summit Investment Management April 2014 - Present
Skills
Valuation, Credit Analysis, Private Equity, Debt, Mergers, Investments, Due Diligence, Turnaround, Workout, Mergers & Acquisitions
Education
University of Colorado at Boulder - Leeds School of Business 1993 — 1997
BS Business Administration, Finance
J.K. Mullen High School 1989 — 1993
Todd Bearup's Summit Investment Management Experience May 2007 - May 2008
Job Independent Contractor Managing a $100MM Portfolio at Private Equity Firm
Industry Investment Management
Experience
Private Equity Firm May 2014 - Present
www.drivethethrive.com December 2013 - Present
www.yuruuniverse.com June 2013 - Present
Traffic Control Service, Inc. August 2010 - April 2012
BDO Consulting January 2010 - August 2010
Summit Investment Management May 2007 - May 2008
Corporate Revitalization Partners, LLC January 2004 - February 2007
Crossroads, LLC June 2000 - December 2003
Skills
Restructuring, Private Equity, Finance, Management, Executive Management, Managerial Finance, Acquisitions, Mergers & Acquisitions, Due Diligence, Strategic Planning, Business Planning, Financial Modeling, Board of Directors, Strategy, Corporate Finance, Forecasting, Turn Around Management, Sales, Acquisition Integration, Performance Improvement, Portfolio Management, Negotiation, Investments, Valuation, Budgets, Contract Negotiation, Team Building, Business Strategy, Mergers
Education
University of California, Irvine - The Paul Merage School of Business 1999 — 2001
MBA, Finance
Brigham Young University 1992 — 1993
Bachelor of Science (BS), Business Administration and Management, General
University of Kentucky 1989 — 1991
Business Administration and Management, General
Private Equity Firm May 2014 - Present
www.drivethethrive.com December 2013 - Present
www.yuruuniverse.com June 2013 - Present
Traffic Control Service, Inc. August 2010 - April 2012
BDO Consulting January 2010 - August 2010
Summit Investment Management May 2007 - May 2008
Corporate Revitalization Partners, LLC January 2004 - February 2007
Crossroads, LLC June 2000 - December 2003
Skills
Restructuring, Private Equity, Finance, Management, Executive Management, Managerial Finance, Acquisitions, Mergers & Acquisitions, Due Diligence, Strategic Planning, Business Planning, Financial Modeling, Board of Directors, Strategy, Corporate Finance, Forecasting, Turn Around Management, Sales, Acquisition Integration, Performance Improvement, Portfolio Management, Negotiation, Investments, Valuation, Budgets, Contract Negotiation, Team Building, Business Strategy, Mergers
Education
University of California, Irvine - The Paul Merage School of Business 1999 — 2001
MBA, Finance
Brigham Young University 1992 — 1993
Bachelor of Science (BS), Business Administration and Management, General
University of Kentucky 1989 — 1991
Business Administration and Management, General
Melissa Hunting's Summit Investment Management Experience January 2005 - Present
Job Contract Administrator at Summit Investment Management
Industry Financial Services
Experience
Summit Investment Management January 2005 - Present
Bay4 Capital, LLC 2001 - 2004
Convergent Capital Corporation 1999 - 2001
Capital Associates, Inc. February 1996 - February 1999
Skills
Due Diligence, Restructuring
Education
The University of Texas at Austin 1994 — 1995
grad study, Nursing
University of Illinois at Urbana-Champaign 1990 — 1993
BS Biology, Biology
Auburn High School
Summit Investment Management January 2005 - Present
Bay4 Capital, LLC 2001 - 2004
Convergent Capital Corporation 1999 - 2001
Capital Associates, Inc. February 1996 - February 1999
Skills
Due Diligence, Restructuring
Education
The University of Texas at Austin 1994 — 1995
grad study, Nursing
University of Illinois at Urbana-Champaign 1990 — 1993
BS Biology, Biology
Auburn High School
Daniel S. Foster's Summit Investment Management Experience March 2012 - March 2013
Job Consultant for Banking, Real Estate Finance, Asset Management, Appraisals, Distressed Loan Workouts and Legal Issues
Industry Banking
Experience
DSF Advisors, LLC 2004 - Present
Summit Investment Management March 2012 - March 2013
Colorado Capital Bank June 2009 - April 2011
Various National and Regional Mortgage Companies January 1978 - March 1998
Skills
Banking, Loans, Underwriting, Credit, Analysis, Portfolio Management, Investments, Risk, Real Estate, Valuation, Commercial Lending, Workout, Commercial Mortgages, Credit Risk, Loan Structuring, Loss Mitigation, Real Estate Finance, Appraisals, Commercial Banking, Credit Analysis, Asset Based Lending, Financial Analysis, Asset Management, Structured Finance, Real Estate Investment, Due Diligence, Credit Administration, Mortgage Lending, Loan Documentation, CMBS, Commercial Credit, Loan Origination, Risk Management, Dispositions
Education
University of Denver 2001 — 2005
Juris Doctor, Law
University of Denver 1997 — 2001
Master's degree, Real Estate
University of Nebraska at Omaha
Bachelor's degree, Business/Managerial Economics
DSF Advisors, LLC 2004 - Present
Summit Investment Management March 2012 - March 2013
Colorado Capital Bank June 2009 - April 2011
Various National and Regional Mortgage Companies January 1978 - March 1998
Skills
Banking, Loans, Underwriting, Credit, Analysis, Portfolio Management, Investments, Risk, Real Estate, Valuation, Commercial Lending, Workout, Commercial Mortgages, Credit Risk, Loan Structuring, Loss Mitigation, Real Estate Finance, Appraisals, Commercial Banking, Credit Analysis, Asset Based Lending, Financial Analysis, Asset Management, Structured Finance, Real Estate Investment, Due Diligence, Credit Administration, Mortgage Lending, Loan Documentation, CMBS, Commercial Credit, Loan Origination, Risk Management, Dispositions
Education
University of Denver 2001 — 2005
Juris Doctor, Law
University of Denver 1997 — 2001
Master's degree, Real Estate
University of Nebraska at Omaha
Bachelor's degree, Business/Managerial Economics
Mike Sheely's Summit Investment Management Experience May 2014 - Present
Job Director Asset Management at Summit Investment Management
Industry Venture Capital & Private Equity
Experience
Summit Investment Management May 2014 - Present
Summit Investment Management May 2013 - Present
Republic Financial Corporation December 2009 - April 2013
PNC March 2008 - December 2009
IPP Financial Services, LLC May 1998 - March 2008
Bank of America March 1992 - May 1998
AMRESCO, a subsidiary of NCNB and successor to RepublicBank Dallas, N.A. November 1988 - March 1992
RepublicBank Dallas, N.A. February 1988 - November 1988
RepublicBank Dallas, N.A. March 1986 - February 1988
RepublicBank Dallas, N.A. February 1985 - March 1986
Skills
Credit Analysis, Financial Analysis, Commercial Banking, Loans, Credit, Portfolio Management, Underwriting, Commercial Mortgages, Banking, Finance, Asset Management, Commercial Real Estate, Real Estate, Due Diligence
Education
University of Oklahoma - Price College of Business
Adjunct Professor, Finance
University of Oklahoma - Price College of Business 1979 — 1983
MBA, Finance
University of Oklahoma - Price College of Business
Bachelor of Business Administration, Finance
Summit Investment Management May 2014 - Present
Summit Investment Management May 2013 - Present
Republic Financial Corporation December 2009 - April 2013
PNC March 2008 - December 2009
IPP Financial Services, LLC May 1998 - March 2008
Bank of America March 1992 - May 1998
AMRESCO, a subsidiary of NCNB and successor to RepublicBank Dallas, N.A. November 1988 - March 1992
RepublicBank Dallas, N.A. February 1988 - November 1988
RepublicBank Dallas, N.A. March 1986 - February 1988
RepublicBank Dallas, N.A. February 1985 - March 1986
Skills
Credit Analysis, Financial Analysis, Commercial Banking, Loans, Credit, Portfolio Management, Underwriting, Commercial Mortgages, Banking, Finance, Asset Management, Commercial Real Estate, Real Estate, Due Diligence
Education
University of Oklahoma - Price College of Business
Adjunct Professor, Finance
University of Oklahoma - Price College of Business 1979 — 1983
MBA, Finance
University of Oklahoma - Price College of Business
Bachelor of Business Administration, Finance
Colleen Jenkins's Summit Investment Management Experience January 2005 - July 2008
Job Vice President at Amalgamated Bank
Industry Financial Services
Experience
Amalgamated Bank October 2012 - Present
Integrated Asset Services December 2010 - July 2012
CREMAC August 2008 - December 2010
Summit Investment Management January 2005 - July 2008
DVI Business Credit November 2002 - December 2004
Skills
Financial Modeling, Asset Managment, Due Diligence, Portfolio Management, Valuation, Credit Analysis, Asset Management, Real Estate, Capital Markets, Loans, Management, Credit, Investments, Restructuring, Private Equity, Corporate Finance, Structured Finance
Education
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2011
MBA, Finance
Randolph-Macon College 1995 — 1999
BA, Economics and Business
Amalgamated Bank October 2012 - Present
Integrated Asset Services December 2010 - July 2012
CREMAC August 2008 - December 2010
Summit Investment Management January 2005 - July 2008
DVI Business Credit November 2002 - December 2004
Skills
Financial Modeling, Asset Managment, Due Diligence, Portfolio Management, Valuation, Credit Analysis, Asset Management, Real Estate, Capital Markets, Loans, Management, Credit, Investments, Restructuring, Private Equity, Corporate Finance, Structured Finance
Education
Saint Joseph's University - Erivan K. Haub School of Business 2009 — 2011
MBA, Finance
Randolph-Macon College 1995 — 1999
BA, Economics and Business
Jason Eddington, Esq.'s Summit Investment Management Experience November 2013 - July 2014
Job ALPS, A DST Company
Industry Investment Management
Experience
ALPS, A DST Company July 2014 - Present
Summit Investment Management November 2013 - July 2014
United States Department of Labor, Office of the Solicitor August 2012 - January 2013
Skills
Legal Writing, Corporate Law, Data Analysis, Market Research, Financial Modeling, Financial Analysis, Alternative Investments, Mutual Funds, Commodity Markets, ETFs, Commercial Real Estate, Fixed Income Analysis, Bankruptcy, Asset Allocation, Morningstar, Bloomberg, Research
Education
University of Colorado at Denver 2013 — 2015
Master's Degree, Finance and Financial Management Services
University of Denver - Sturm College of Law 2010 — 2013
Doctor of Law (J.D.), Commercial & International law
University of Colorado at Boulder 2006 — 2009
B.S. Political Science; Minor in Business Administration
ALPS, A DST Company July 2014 - Present
Summit Investment Management November 2013 - July 2014
United States Department of Labor, Office of the Solicitor August 2012 - January 2013
Skills
Legal Writing, Corporate Law, Data Analysis, Market Research, Financial Modeling, Financial Analysis, Alternative Investments, Mutual Funds, Commodity Markets, ETFs, Commercial Real Estate, Fixed Income Analysis, Bankruptcy, Asset Allocation, Morningstar, Bloomberg, Research
Education
University of Colorado at Denver 2013 — 2015
Master's Degree, Finance and Financial Management Services
University of Denver - Sturm College of Law 2010 — 2013
Doctor of Law (J.D.), Commercial & International law
University of Colorado at Boulder 2006 — 2009
B.S. Political Science; Minor in Business Administration
Sean Kellmurray's Summit Investment Management Experience October 2008 - April 2009
Job Repurchase Manager at CitiMortgage
Industry Financial Services
Experience
Citi April 2009 - Present
Summit Investment Management October 2008 - April 2009
Aurora Loan Services April 2004 - October 2008
Skills
Loans, Fixed Income, Loss Mitigation, Mortgage Servicing, Negotiation, Risk Mitigation, Mortgage Banking, Fraud Detection, Distressed Debt, Management, Depositions
Education
University of Dayton 1997 — 2001
Bachelor of Science, Finance
Citi April 2009 - Present
Summit Investment Management October 2008 - April 2009
Aurora Loan Services April 2004 - October 2008
Skills
Loans, Fixed Income, Loss Mitigation, Mortgage Servicing, Negotiation, Risk Mitigation, Mortgage Banking, Fraud Detection, Distressed Debt, Management, Depositions
Education
University of Dayton 1997 — 2001
Bachelor of Science, Finance
Shaun Hammerer's Summit Investment Management Experience September 1997 - October 2006
Job Sr. Administrative Assistant at McGladrey
Industry Financial Services
Experience
McGladrey Centralized Staffing Specialist PositionKohl's CorporateAugust 2015 - August 2015
Sharp Packaging Systems April 2015 - June 2015
Lemberg Electric Company, Inc. August 2013 - February 2015
Lee Hecht Harrison June 2013 - August 2013
Direct Supply October 2009 - June 2013
Vein and Laser Skin Care Clinic(Clinic Closed) October 2008 - June 2009
Roundy's Supermarkets, Inc. October 2006 - September 2008
Summit Investment Management September 1997 - October 2006
Wisconsin State Fair Park Police Department August 1985 - August 2003
Skills
Spreadsheets, Invoicing, Project Coordination, Executive..., Employee Training, Computer Proficiency, Accounts..., Documentation and..., Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Access, Training, Outlook, Administrative..., Strategic Planning, Time Management, Accounts Payable, New Business Development, Project Planning, Project Management, Scheduling, Payroll, Confidentiality, Account Management, Leadership, Office Management, Office Administration, Purchasing, Event Planning, Contract Negotiation, Process Scheduler, Documentation, Management, Customer Satisfaction, Administrative...
Education
University of Wisconsin-Eau Claire 1979 — 1980
General Business
Milwaukee Business Training Institute 1980 — 1981
Business Office Assistant, Administrative/Executive Assistant, A
Milwaukee Area Technical College
Law Enforcement Recruit Training, B
McGladrey Centralized Staffing Specialist PositionKohl's CorporateAugust 2015 - August 2015
Sharp Packaging Systems April 2015 - June 2015
Lemberg Electric Company, Inc. August 2013 - February 2015
Lee Hecht Harrison June 2013 - August 2013
Direct Supply October 2009 - June 2013
Vein and Laser Skin Care Clinic(Clinic Closed) October 2008 - June 2009
Roundy's Supermarkets, Inc. October 2006 - September 2008
Summit Investment Management September 1997 - October 2006
Wisconsin State Fair Park Police Department August 1985 - August 2003
Skills
Spreadsheets, Invoicing, Project Coordination, Executive..., Employee Training, Computer Proficiency, Accounts..., Documentation and..., Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Access, Training, Outlook, Administrative..., Strategic Planning, Time Management, Accounts Payable, New Business Development, Project Planning, Project Management, Scheduling, Payroll, Confidentiality, Account Management, Leadership, Office Management, Office Administration, Purchasing, Event Planning, Contract Negotiation, Process Scheduler, Documentation, Management, Customer Satisfaction, Administrative...
Education
University of Wisconsin-Eau Claire 1979 — 1980
General Business
Milwaukee Business Training Institute 1980 — 1981
Business Office Assistant, Administrative/Executive Assistant, A
Milwaukee Area Technical College
Law Enforcement Recruit Training, B