Summit Student Investment Fund
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Summit Student Investment Fund Employees
Employee
Years
Job
Industry
Luke Mueller Luke Mueller's Summit Student Investment Fund Experience August 2012 - May 2013
Job Pipeline Analyst at Provident Funding Associates L.P.
Industry Capital Markets
Experience
Provident Funding Associates L.P. June 2013 - July 2014
Summit Student Investment Fund August 2012 - May 2013
Skills
Bloomberg, Financial Modeling, Equity Research, Equities, Bloomberg Terminal, Valuation, Corporate Finance, Investments, Economics, Portfolio Management, Financial Analysis, Asset Allocation
Education
The University of Manchester 2014 — 2015
Master's Degree, Finance and Business Economics
Colorado State University 2009 — 2013
Bachelor of Science (BS), Finance, General
Colorado State University 2009 — 2013
Bachelor of Science (BS), Finance, General
Provident Funding Associates L.P. June 2013 - July 2014
Summit Student Investment Fund August 2012 - May 2013
Skills
Bloomberg, Financial Modeling, Equity Research, Equities, Bloomberg Terminal, Valuation, Corporate Finance, Investments, Economics, Portfolio Management, Financial Analysis, Asset Allocation
Education
The University of Manchester 2014 — 2015
Master's Degree, Finance and Business Economics
Colorado State University 2009 — 2013
Bachelor of Science (BS), Finance, General
Colorado State University 2009 — 2013
Bachelor of Science (BS), Finance, General
Cristina Shen Cristina Shen's Summit Student Investment Fund Experience August 2012 - December 2012
Job Fixed Income Research Analyst at Delaware Investments
Industry Financial Services
Experience
Delaware Investments July 2014 - Present
Summit Student Investment Fund August 2012 - December 2012
Bank of China June 2012 - August 2012
GF Securities January 2011 - February 2011
Skills
Portfolio Management, Investments, Financial Analysis, Microsoft Excel, Financial Modeling, Economics, Fixed Income, Bloomberg, R, Equity Research, Stata, Data Analysis, Valuation, Risk Management
Education
Villanova University 2013 — 2014
Master's Degree, Master of Science in Finance, 3.91
Colorado State University 2011 — 2013
Bachelor of Science (BS), Finance, General, 3.88
East China Normal University 2009 — 2011
Bachelor of Science (BS), Finance, General, 3.5
Shanghai High School 2006 — 2009
Delaware Investments July 2014 - Present
Summit Student Investment Fund August 2012 - December 2012
Bank of China June 2012 - August 2012
GF Securities January 2011 - February 2011
Skills
Portfolio Management, Investments, Financial Analysis, Microsoft Excel, Financial Modeling, Economics, Fixed Income, Bloomberg, R, Equity Research, Stata, Data Analysis, Valuation, Risk Management
Education
Villanova University 2013 — 2014
Master's Degree, Master of Science in Finance, 3.91
Colorado State University 2011 — 2013
Bachelor of Science (BS), Finance, General, 3.88
East China Normal University 2009 — 2011
Bachelor of Science (BS), Finance, General, 3.5
Shanghai High School 2006 — 2009
Shannon Roepe Shannon Roepe's Summit Student Investment Fund Experience August 2011 - May 2012
Job Product Owner at DaVita Falcon Physician
Industry Information Technology and Services
Experience
Davita Healthcare March 2015 - Present
Accenture September 2012 - February 2015
Accenture June 2012 - February 2015
Summit Student Investment Fund August 2011 - May 2012
Baxter International Inc. June 2011 - August 2011
New Deantronics May 2010 - July 2010
Skills
Project Management, Financial Analysis, Investments, Market Research, Budgets, Economics, Management, Valuation, Bloomberg, Analysis
Education
Colorado State University 2008 — 2012
Bachelor of Science, Business Administration; Finance
Davita Healthcare March 2015 - Present
Accenture September 2012 - February 2015
Accenture June 2012 - February 2015
Summit Student Investment Fund August 2011 - May 2012
Baxter International Inc. June 2011 - August 2011
New Deantronics May 2010 - July 2010
Skills
Project Management, Financial Analysis, Investments, Market Research, Budgets, Economics, Management, Valuation, Bloomberg, Analysis
Education
Colorado State University 2008 — 2012
Bachelor of Science, Business Administration; Finance
Michael Meador Michael Meador's Summit Student Investment Fund Experience August 2011 - May 2012
Job Senior Associate at Bernstein Global Wealth Management
Industry Financial Services
Experience
AB Bernstein September 2013 - Present
Provident Funding Associates L.P. March 2013 - September 2013
Provident Funding Associates L.P. June 2012 - March 2013
Summit Student Investment Fund August 2011 - May 2012
President's Leadership Program August 2010 - May 2012
UBS Financial Services, Inc January 2011 - January 2012
Skills
Investments, Management, Financial Analysis, Bloomberg, Leadership Development, Microsoft Excel, Customer Relations, Recruiting, PowerPoint, Morningstar, Marketing, Bloomberg Terminal, Outlook, Excel, Time Management, Analysis, Series 7, Series 63
Education
Colorado State University 2008 — 2012
Bachelor of Science, Business Administration; Finance
AB Bernstein September 2013 - Present
Provident Funding Associates L.P. March 2013 - September 2013
Provident Funding Associates L.P. June 2012 - March 2013
Summit Student Investment Fund August 2011 - May 2012
President's Leadership Program August 2010 - May 2012
UBS Financial Services, Inc January 2011 - January 2012
Skills
Investments, Management, Financial Analysis, Bloomberg, Leadership Development, Microsoft Excel, Customer Relations, Recruiting, PowerPoint, Morningstar, Marketing, Bloomberg Terminal, Outlook, Excel, Time Management, Analysis, Series 7, Series 63
Education
Colorado State University 2008 — 2012
Bachelor of Science, Business Administration; Finance
Taylor Dehlin's Summit Student Investment Fund Experience January 2015 - June 2015
Job Investment Sales Associate
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Summit Student Investment Fund January 2015 - June 2015
Private January 2015 - May 2015
Enterprise Rent-A-Car May 2013 - December 2013
Anthony’s Pizza & Pasta April 2009 - December 2012
Skills
Customer Service, Time Management, Teamwork, Sales Management, Financial Advisory, Sales Operations, Microsoft Excel, Equity Research, Finance, Operations Management, Microsoft Office, Leadership, Invoicing, Social Media, PowerPoint, Series 7, Series 63
Education
Colorado State University 2011 — 2015
Bachelor of Science Business Administration, Corporate Finance Concentration, Economics Minor, Senior
University of Economics, Prague 2014 — 2014
International Business and Economics
Thunder Ridge High School '11 2007 — 2011
Fidelity Investments July 2015 - Present
Summit Student Investment Fund January 2015 - June 2015
Private January 2015 - May 2015
Enterprise Rent-A-Car May 2013 - December 2013
Anthony’s Pizza & Pasta April 2009 - December 2012
Skills
Customer Service, Time Management, Teamwork, Sales Management, Financial Advisory, Sales Operations, Microsoft Excel, Equity Research, Finance, Operations Management, Microsoft Office, Leadership, Invoicing, Social Media, PowerPoint, Series 7, Series 63
Education
Colorado State University 2011 — 2015
Bachelor of Science Business Administration, Corporate Finance Concentration, Economics Minor, Senior
University of Economics, Prague 2014 — 2014
International Business and Economics
Thunder Ridge High School '11 2007 — 2011
Brendin Leland Brendin Leland's Summit Student Investment Fund Experience August 2009 - December 2009
Job Financial Analyst at Lockheed Martin
Industry Aviation & Aerospace
Experience
Lockheed Martin October 2014 - Present
ULA - United Launch Alliance - Lockheed Martin & Boeing August 2011 - October 2014
Colorado State University January 2011 - May 2011
ALPS Fund Services, Inc. May 2010 - August 2010
The Berry Company July 2009 - January 2010
Summit Student Investment Fund August 2009 - December 2009
South Suburban Parks & Rec May 2007 - August 2008
Servant Technologies July 2006 - August 2006
Metro Brokers Inc February 2003 - December 2005
Skills
Financial Analysis, Financial Modeling, Project Management, Business Analysis, Strategic Financial..., Corporate Finance, Financial Reporting, Financial Management, People Skills, Variance Analysis, Management, Microsoft Office, Financial Accounting, Financial Planning, People-oriented, People Management, Corporate Communications, Internal Communications, Business Planning, Business Management, Leadership, Microsoft Excel, Customer Service, Accounting, Analysis
Education
Colorado State University 2010 — 2011
Masters, Management
Colorado State University 2006 — 2010
Bachelors of Science, Business Administration; Finance - Corporate, Investment Analysis
Front Range Christian High School 2002 — 2006
High School Diploma
Lockheed Martin October 2014 - Present
ULA - United Launch Alliance - Lockheed Martin & Boeing August 2011 - October 2014
Colorado State University January 2011 - May 2011
ALPS Fund Services, Inc. May 2010 - August 2010
The Berry Company July 2009 - January 2010
Summit Student Investment Fund August 2009 - December 2009
South Suburban Parks & Rec May 2007 - August 2008
Servant Technologies July 2006 - August 2006
Metro Brokers Inc February 2003 - December 2005
Skills
Financial Analysis, Financial Modeling, Project Management, Business Analysis, Strategic Financial..., Corporate Finance, Financial Reporting, Financial Management, People Skills, Variance Analysis, Management, Microsoft Office, Financial Accounting, Financial Planning, People-oriented, People Management, Corporate Communications, Internal Communications, Business Planning, Business Management, Leadership, Microsoft Excel, Customer Service, Accounting, Analysis
Education
Colorado State University 2010 — 2011
Masters, Management
Colorado State University 2006 — 2010
Bachelors of Science, Business Administration; Finance - Corporate, Investment Analysis
Front Range Christian High School 2002 — 2006
High School Diploma
Charles Wagener Charles Wagener's Summit Student Investment Fund Experience August 2013 - May 2014
Job Analyst
Industry Financial Services
Experience
Goldman Sachs July 2014 - Present
Associated Students of Colorado State University August 2013 - May 2014
Summit Student Investment Fund August 2013 - May 2014
Velocity Real Estate & Investments, Inc. August 2013 - January 2014
Skills
Microsoft Excel, VBA, Financial Analysis, Market Research, Public Speaking, Investments, Analysis, Valuation
Education
Colorado State University 2010 — 2014
Bachelor of Science (B.S.), Business Administration, Concentration in Finance
Hawaii Pacific University 2010 — 2011
Goldman Sachs July 2014 - Present
Associated Students of Colorado State University August 2013 - May 2014
Summit Student Investment Fund August 2013 - May 2014
Velocity Real Estate & Investments, Inc. August 2013 - January 2014
Skills
Microsoft Excel, VBA, Financial Analysis, Market Research, Public Speaking, Investments, Analysis, Valuation
Education
Colorado State University 2010 — 2014
Bachelor of Science (B.S.), Business Administration, Concentration in Finance
Hawaii Pacific University 2010 — 2011
Taylor Platt Taylor Platt's Summit Student Investment Fund Experience August 2011 - May 2012
Job Associate National Bank Examiner at Office of the Comptroller of the Currency
Industry Banking
Experience
Office of the Comptroller of the Currency July 2013 - Present
Office of the Comptroller of the Currency July 2012 - June 2013
Colorado Innovation Network February 2012 - August 2012
Summit Student Investment Fund August 2011 - May 2012
Delta Tau Delta Fraternity January 2010 - December 2011
Delta Tau Delta Fraternity January 2009 - January 2010
Skills
Teamwork, Fast Learner, Team Management, Organizational..., Delegation, Goal Oriented, Financial Analysis, Economics, Econometrics, Corporate Finance, Excel, Portfolio Management, Morningstar, Bloomberg Terminal, Investments, Microsoft Excel, Banking, Financial Modeling, Microsoft Word, Risk Management, Access, Management, Accounting, Bloomberg, Credit Analysis, Financial Reporting, Leadership, Strategic Planning, Budgets, Finance, Data Analysis, Time Management, Microsoft Office, PowerPoint, Analysis
Education
Colorado State University 2008 — 2012
Bachelor of Science and Arts, Business Administration (Finance) and Economics
Office of the Comptroller of the Currency July 2013 - Present
Office of the Comptroller of the Currency July 2012 - June 2013
Colorado Innovation Network February 2012 - August 2012
Summit Student Investment Fund August 2011 - May 2012
Delta Tau Delta Fraternity January 2010 - December 2011
Delta Tau Delta Fraternity January 2009 - January 2010
Skills
Teamwork, Fast Learner, Team Management, Organizational..., Delegation, Goal Oriented, Financial Analysis, Economics, Econometrics, Corporate Finance, Excel, Portfolio Management, Morningstar, Bloomberg Terminal, Investments, Microsoft Excel, Banking, Financial Modeling, Microsoft Word, Risk Management, Access, Management, Accounting, Bloomberg, Credit Analysis, Financial Reporting, Leadership, Strategic Planning, Budgets, Finance, Data Analysis, Time Management, Microsoft Office, PowerPoint, Analysis
Education
Colorado State University 2008 — 2012
Bachelor of Science and Arts, Business Administration (Finance) and Economics
Isaac Sundsted Isaac Sundsted's Summit Student Investment Fund Experience January 2014 - Present
Job Vice President at Summit Student Investment Fund
Industry Telecommunications
Experience
Summit Student Investment Fund January 2014 - Present
Sorenson Communications August 2008 - Present
Summit Student Investment Fund June 2014 - December 2014
Freelance December 2007 - December 2013
Skills
DCF Valuation, Equity Research, Bloomberg Terminal, Microsoft Excel, PowerPoint, American Sign Language, Interpreting, English, Sign Language, Public Speaking, Microsoft Office, Linguistics, Marketing, Financial Analysis, Teamwork, Customer Service, Management
Education
Colorado State University 2013 — 2014
Bachelor's Degree, Finance, 3.92/4.0 GPA
Front Range Community College
Associate of Arts and Sciences (A.A.S.), Sign Language Interpretation and Translation
Summit Student Investment Fund January 2014 - Present
Sorenson Communications August 2008 - Present
Summit Student Investment Fund June 2014 - December 2014
Freelance December 2007 - December 2013
Skills
DCF Valuation, Equity Research, Bloomberg Terminal, Microsoft Excel, PowerPoint, American Sign Language, Interpreting, English, Sign Language, Public Speaking, Microsoft Office, Linguistics, Marketing, Financial Analysis, Teamwork, Customer Service, Management
Education
Colorado State University 2013 — 2014
Bachelor's Degree, Finance, 3.92/4.0 GPA
Front Range Community College
Associate of Arts and Sciences (A.A.S.), Sign Language Interpretation and Translation
Joseph Kost's Summit Student Investment Fund Experience January 2011 - May 2011
Job Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2013 - Present
DaVita June 2012 - July 2013
Colorado National Bancorp April 2011 - April 2012
Summit Student Investment Fund January 2011 - May 2011
Merrill Lynch January 2011 - May 2011
Colorado State Finance Club May 2010 - May 2011
CSU Summit Student Investment Fund January 2010 - May 2011
First National Bank August 2009 - May 2011
Skills
Business Valuation, Asset Allocation, Excel, Enterprise Valuation, Financial Modeling, Valuation, Corporate Finance, Due Diligence, Microsoft Excel, Mergers, Mutual Funds, Analysis, Investments, Mergers, Portfolio Management, Equities
Education
Colorado State University 2007 — 2011
Bachelor of Science: Business Administration, Finance: Investment Analysis & Corporate Finance
Merrill Lynch August 2013 - Present
DaVita June 2012 - July 2013
Colorado National Bancorp April 2011 - April 2012
Summit Student Investment Fund January 2011 - May 2011
Merrill Lynch January 2011 - May 2011
Colorado State Finance Club May 2010 - May 2011
CSU Summit Student Investment Fund January 2010 - May 2011
First National Bank August 2009 - May 2011
Skills
Business Valuation, Asset Allocation, Excel, Enterprise Valuation, Financial Modeling, Valuation, Corporate Finance, Due Diligence, Microsoft Excel, Mergers, Mutual Funds, Analysis, Investments, Mergers, Portfolio Management, Equities
Education
Colorado State University 2007 — 2011
Bachelor of Science: Business Administration, Finance: Investment Analysis & Corporate Finance
Cory Mitchell's Summit Student Investment Fund Experience August 2009 - May 2010
Job Research Analyst at Coe Capital Management
Industry Financial Services
Experience
Coe Capital Management May 2014 - Present
D.A. Davidson & Co. January 2012 - May 2014
Clayton Fixed Income Services September 2010 - January 2012
Summit Student Investment Fund August 2009 - May 2010
Education
Colorado State University 2006 — 2010
BS, Finance, Investment Analysis. Economics
Coe Capital Management May 2014 - Present
D.A. Davidson & Co. January 2012 - May 2014
Clayton Fixed Income Services September 2010 - January 2012
Summit Student Investment Fund August 2009 - May 2010
Education
Colorado State University 2006 — 2010
BS, Finance, Investment Analysis. Economics
Ryan Reed-Baum, CSCA's Summit Student Investment Fund Experience August 2012 - December 2012
Job Chief Operating Officer
Industry Construction
Experience
TruLog January 2012 - Present
Convergys Analytics January 2014 - February 2015
Colorado State University Football August 2012 - December 2013
Summit Student Investment Fund August 2012 - December 2012
JBS June 2012 - August 2012
UBS Wealth Management August 2011 - May 2012
Nike May 2007 - April 2012
Crocs, Inc August 2011 - December 2011
Skills
Microsoft Excel, Supply Chain Management, Data Analysis, Customer Service, PowerPoint, Teamwork, Strategy, Analysis, Project Planning, Microsoft Office, Public Speaking, Supply Chain, Bloomberg Terminal, Marketing, Word, Customer Relations, Excel, Retail, Social Media, Problem Solving, Planning, Outlook, Logistics, Facebook, Project Management, Business Strategy, Business Analysis, Google Analytics, Google Adwords, Data Manipulation, Root Cause Analysis, SQL Server Management..., QlikView, MailChimp, Facebook Marketing
Education
Colorado State University 2008 — 2013
Bachelor of Science (B.S.) in Business Administration, Finance and Marketing
TruLog January 2012 - Present
Convergys Analytics January 2014 - February 2015
Colorado State University Football August 2012 - December 2013
Summit Student Investment Fund August 2012 - December 2012
JBS June 2012 - August 2012
UBS Wealth Management August 2011 - May 2012
Nike May 2007 - April 2012
Crocs, Inc August 2011 - December 2011
Skills
Microsoft Excel, Supply Chain Management, Data Analysis, Customer Service, PowerPoint, Teamwork, Strategy, Analysis, Project Planning, Microsoft Office, Public Speaking, Supply Chain, Bloomberg Terminal, Marketing, Word, Customer Relations, Excel, Retail, Social Media, Problem Solving, Planning, Outlook, Logistics, Facebook, Project Management, Business Strategy, Business Analysis, Google Analytics, Google Adwords, Data Manipulation, Root Cause Analysis, SQL Server Management..., QlikView, MailChimp, Facebook Marketing
Education
Colorado State University 2008 — 2013
Bachelor of Science (B.S.) in Business Administration, Finance and Marketing