Experience
Summit Strategies   April 2013 - Present
Tarlton Realty, LLC   December 2012 - Present
CBRE  October 2008 - November 2012
GVA IPC, Commercial Real Estate   2003 - 2006

Skills
Leases, Brokerage, Corporate Real Estate, Real Estate, Location Intelligence, Real Estate Development, Disposition, Landlord, Real Estate Transactions, Tenant Representation, Real Estate Economics, Investments, Tenant, Investment Properties, Lease Negotiations, Property, Landlords

Education
Elon University   1997 — 2001
Bachelor of Science, Marketing and Communications

University of New South Wales   1998 — 1999

Clayton high school
High School

Experience
BMO Harris Bank  December 2012 - Present
BMO Harris Bank  July 2012 - December 2012
Legal Aid  August 2011 - December 2011
Summit Strategies   January 2011 - August 2011
Wintrust Financial Corporation  May 2008 - December 2010

Education
Saint Louis University   2008 — 2012
Bachelor of Science in Business Administration

Regent's University London   2010 — 2010

Experience
Summit Strategies   May 2013 - Present
Wells Fargo Advisors  June 2012 - May 2013
Morgan & Morgan Law Firm   May 2010 - August 2010

Skills
Spanish, Financial Analysis, PowerPoint, Research, Microsoft Excel, Microsoft Office, Teamwork, Customer Service, Market Research, French, Public Speaking, Outlook, Bloomberg Terminal, Microsoft Word, Fluent in Spanish, Proficient in French, Proficient in Microsoft...

Education
University of Missouri-Saint Louis   2009 — 2012
Bachelors of Science, Finance and International Business

Experience
Summit Strategies   June 2013 - Present
University of Missouri  May 2012 - January 2013
Northwestern Mutual  2011 - 2012
Triad Bank  2010 - 2010

Skills
Financial Analysis, Microsoft Excel, Data Reconciliation, Report Writing, Stock Research, Technical Presentations, Finance, Data Analysis

Education
University of Missouri-Columbia   2010 — 2013
Finance & Banking, Senior

Experience
Essilor  March 2015 - Present
Essilor  October 2012 - March 2015
Essilor of America  December 2008 - October 2012
Educational Outfitters  March 2004 - August 2008
SiteIQ   March 2004 - July 2007
Summit Strategies   2000 - 2004

Skills
Sales, Product Launch, Capital Equipment, Medical Devices, Business Development, Coaching, Cross-functional Team..., Healthcare, Marketing Strategy, New Business Development, Product Development, Sales Management, Sales Presentations, Selling

Education
University of Arizona   1992 — 1999
BA, Communications/Psychology

Experience
Summit Strategies Group  March 2014 - Present
Summit Strategies   July 2010 - Present
Boeing  June 2004 - July 2010

Skills
Asset Management, Financial Modeling, Bloomberg, Equities, Asset Allocation, Portfolio Management, Fixed Income, Investments, Investment Strategies, Hedge Funds, Mutual Funds, Financial Analysis, Capital Markets, Data Analysis, Wealth Management, Analysis, Bloomberg Terminal, Visual Basic, CAD/CAM, Structural Engineering, Structural Analysis, CAD/CAM Software, Mechanical Engineering, Financial Risk, Risk Assessment, Risk Analysis, Market Risk, Composite Structures, Team Building, Team Leadership, Teamwork, Teamcenter, Unigraphics, Catia

Education
Washington University in St. Louis   2007 — 2009
Master of Science (MS), Finance

Saint Louis University   2005 — 2007
Master of Business Administration (MBA)

Washington University in St. Louis   2003 — 2004
Master of Science (MS), Mechanical Engineering

Washington University in St. Louis   1999 — 2003
Bachelor of Science (BS), Mechanical Engineering

Experience
Central Penn College  June 2002 - Present
Summit Strategies   2000 - 2002
Sagebrush Corporation  1997 - 2000

Skills
Higher Education, Adult Education, Curriculum Design, Teaching, Computer Science, Networking, Network Security

Education
Northcentral University   2011 — 2015
DBA, Applied Computer Science

University of Pittsburgh   1978 — 1979
MLS, Library Science

Clarion University of Pennsylvania
Bachelor of Science, Library Science

Experience
Summit Strategies   December 2014 - Present
Commerce Bank  April 2011 - December 2014
Commerce Bank  February 2003 - April 2011
American Income Insurance   October 2002 - January 2003

Skills
Team Building, Banking, Sales Presentations, Microsoft Office, Credit Cards, Sales Management, Credit, Customer Service, Loans, Insurance, Account Management, Training, Microsoft Excel, Social Networking, Leadership, Sales, Sales Process, Management, Customer Retention, New Business Development, Customer Satisfaction, Outlook, Investments

Education
Fontbonne University
B.S.B.A, Finance

Experience
Stonhard  January 2015 - Present
F&S Produce, Inc.   October 2013 - November 2014
Chick-fil-A Corporate  January 2010 - October 2013
Summit Strategies   December 2007 - January 2010
Interstate Aerials, LLC.   July 2007 - December 2007
Sunbelt Rentals Corp – Pump & Power   April 2005 - July 2007
Today’s Advantage Natural Foods   March 2003 - April 2005
Pep Boys – Manny, Moe & Jack Corp   January 1996 - April 2003
United State Navy  May 1994 - June 2000

Skills
Sales, Hospitality, Inventory Management, Marketing, Operations Management, Lean Manufacturing, Leadership Development, Logistics Management, Budgeting

Education
University of Pennsylvania - The Wharton School
B. S, Business Administration

Drexel University
M.B.A, Finance

Experience
Forrester Research  November 2012 - Present
Gerson Lehrman Group  September 2010 - November 2012
Gartner, Inc.   February 2008 - April 2010
Gartner, Inc  January 2006 - January 2008
Gartner  October 2001 - January 2006
Gartner  January 2005 - June 2005
Gartner  February 2000 - October 2001
Gartner  August 1996 - February 2000
Mentis Corporation   September 1994 - October 1996
Summit Strategies   August 1992 - August 1994

Skills
Management, Leadership, Sales, Go-to-market Strategy, Enterprise Software, Strategy, Solution Selling, Professional Services, Account Management, Mergers & Acquisitions, SaaS, Strategic Planning, CRM, Business Strategy, Strategic Leadership, Mergers, Start-ups, Telecommunications, Sales Process, Strategic Partnerships, Business Development, Selling, New Business Development, Business Planning, Salesforce.com, Direct Sales, Sales Force Development, Merger & Acquisition..., Visionary, Sales Management, Product Management, Lead Generation, ERP, Business Intelligence, Executive Management, Market Research, IT Strategy, Business Analysis, Competitive Analysis, Cloud Computing, Outsourcing, Unified Communications, Program Management, Management Consulting, Sales Enablement, Thought Leadership

Education
University of Rhode Island - College of Business Administration   1981 — 1985
BS

Experience
Summit Strategies   May 2013 - Present

Education
Carleton College   1992 — 1996

Experience
Bold Organics   May 2012 - Present
WU Skandalaris Student Venture Fund   January 2012 - May 2012
Summit Strategies   June 2011 - August 2011
Anders Minkler & Diehl LLP  October 2004 - August 2010
Corporate Benefits Strategies   June 2003 - September 2003

Skills
Financial Reporting, Audit, Internal Controls, Financial Analysis, Accounting, GAAP, Valuation, Business Valuation, Auditing, Due Diligence, Financial Management, Compliance, Management Consulting, Mergers, Quickbooks, Financial Modeling, Financial Accounting, Corporate Finance, Data Analysis, Excel, Venture Capital, Process Improvement, Small Business, Microsoft Office, Risk Management, Financial Audits, Mergers & Acquisitions, Microsoft Excel, Private Equity

Education
Washington University in St. Louis - Olin Business School   2010 — 2012
Master of Business Administration (M.B.A.), Finance, General

Purdue University - Krannert School of Management   2000 — 2004
BS, Accounting

Chaminade College Preparatory   1996 — 2000
High School Diploma

Experience
Atlanta Capital Management  July 2007 - Present
Bank of America  March 2004 - July 2007
Summit Strategies   2003 - 2004
Morningstar  1998 - 2001

Skills
Client Service, Alternative Investments, Fund Of Funds, Asset Management, Investment Advisory, Asset Managment, Financial Services, Investments, Mutual Funds, Investment Strategies, Equities, Portfolio Management, Hedge Funds, Equity Research, Bloomberg

Education
Washington University in St. Louis   2001 — 2003
MBA, Finance

Washington University in St. Louis - Olin Business School   2001 — 2003
MBA

Indiana University Bloomington   1992 — 1997
BS

Jesuit

Experience
Markit  March 2013 - July 2013
Summit Strategies   August 2012 - December 2012
Sequoia Capital  July 2012 - July 2012
Welkin Capital Partners   June 2012 - June 2012

Education
The University of Texas at Austin - Red McCombs School of Business   2013 — 2018
Doctor of Philosophy (Ph.D.), Finance, General

Washington University in St. Louis - Olin Business School   2011 — 2012
MS/Finance, Quantitative Finance

Hong Kong University of Science and Technology - School of Business and Management   2007 — 2011
BBA, Finance, Information Systems, Math

University of Pennsylvania - The Wharton School   2010 — 2010
Exchange, Finance, Statistics

Experience
Commonwealth of Massachusetts  April 1998 - Present
Self Employed Freelance Writer  May 1992 - Present
Eastern Massachusetts Literary Council   June 1997 - January 1998
Social Justice for Women, Inc.   March 1995 - February 1997
Summit Strategies   1993 - 1994
WBZ-TV  June 1991 - August 1991

Skills
Magazines, Journalism, Public Relations, Microsoft Office, Proofreading, Editing, Databases, Fundraising, Grant Writing, Litigation, Non-profits, Newsletters, Research, Word, Writing, Legal Writing, Legal Research, Fiction Writing, Flash Fiction, Poetry, Government, Event Planning, Nonprofits

Education
Suffolk University   1994 — 1997
MA, Communications

Hofstra University   1988 — 1992
BA, English/Communications

Experience
Summit Strategies   October 2012 - Present
American Equity Mortgage  October 2006 - September 2012

Skills
Microsoft Excel, PowerPoint, Microsoft Word, ProVal, VBA, SQL, R, Financial Modeling

Education
Southern Illinois University, Carbondale   2000 — 2005
B.S. Degree, Finance and Business Economics