Summit Wealth Management
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Summit Wealth Management Employees
Summit Wealth Management August 2014 - December 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Social Media, English, Time Management, Windows
Education
University of California, Irvine 2011 — 2015
Bachelor's degree, Business/Managerial Economics
Homestead High School 2007 — 2011
Matter Family Office June 2014 - Present
Matter Family Office June 2014 - Present
Private Group Holdings, LLC. December 2013 - April 2014
Mike Shannon's Grill February 2013 - March 2014
Summit Wealth Management July 2013 - July 2013
Buffalo Wild Wings May 2012 - May 2013
YMCA August 2009 - August 2012
Skills
Research, Time Management, Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, PowerPoint, Customer Service, Social Media, Public Speaking, English, Windows
Education
Southern Illinois University, Edwardsville 2011 — 2014
Bachelor of Science (B.S.), Business Economics & Finance
Saint Louis University 2010 — 2011
Trillium Management August 2014 - Present
Pershing, a BNY Mellon company July 2012 - June 2014
FX Renew August 2011 - May 2012
Capstone Forex August 2011 - May 2012
Young Investors Club @ UCF August 2010 - April 2012
LEAD Scholars Program April 2010 - August 2011
Summit Wealth Management May 2011 - July 2011
Marcus & Millichap January 2011 - May 2011
Skills
Investments, Equities, Trading, FX, Economics, Equity Research
Education
University of Central Florida 2008 — 2012
Bachelors, Finance
Robert Half Management Resources October 2015 - Present
The JMB Racing Team September 2010 - Present
Mechdyne Corporation September 2013 - October 2015
Northwestern Mutual Financial Network February 2012 - September 2013
Summit Wealth Management May 2011 - March 2012
Principal Global Investors May 2010 - December 2010
Northwestern Mutual Financial Network January 2009 - October 2009
Ground Zero Music January 2005 - August 2009
Skills
Management, Team Leadership, Accounting, Entrepreneurship, Budgets, Account Management, IRAs, Facebook, Team Building, Long Term Care Insurance, Strategic Planning, Consulting, Market Research, Small Business, Training, Business Planning, Analysis, Recruiting, New Business Development, Social Media, Forecasting, Leadership Development, Business Development, Event Planning, Teamwork, Operations Management, Contract Negotiation, Fundraising, Marketing Strategy
Education
University of Iowa 2008 — 2011
BBA, Finance
Indianola High School 2005 — 2008
Summit Wealth Management January 2015 - Present
Terminix May 2013 - March 2014
Full Circle Financial September 2008 - April 2013
Enterprise Rent-A-Car June 2007 - September 2008
Skills
Sales, Sales Management, Sales Operations, Customer Service, Financial Reporting, Financial Analysis, Financial Modeling, Strategic Financial..., Financial Services, Business Analysis, New Business Development, Bartending, Management, Microsoft Office, Sales Presentations, Account Management, CRM, Customer Satisfaction, Time Management, Business Development, Financial Planning
Education
Florida State University 2002 — 2006
Bachelor of Science (BS), Finance, General
Pine Forest High School 1998 — 2002
Robotti and Company May 2012 - August 2012
Summit Wealth Management January 2012 - March 2012
Sigma Pi Fraternity 2011 - 2012
GrayGlass Company June 2011 - July 2011
Skills
Microsoft Excel, Leadership, Teamwork, Sales, PowerPoint, Financial Analysis, Series 65
Education
University of Central Florida 2009 — 2013
Bachelor of Science (BS), Finance, General
KAM Advisors January 2010 - Present
Beverly Investment Advisors 2007 - 2010
Summit Wealth Management 2001 - 2007
Skills
Wealth Management, Investment Management, Retirement Planning, Strategic Financial..., Risk Management, Asset Allocation, Alternative Investments, Investment Strategies, Investment Advisory, Asset Managment, Hedge Funds, Portfolio Management, Investments, ETFs, Fixed Income, Asset Management
Education
University of Colorado at Boulder 1989 — 1993
BA, Econ & Finance
Illinois Institute of Technology
Masters, Financials Markets and Trading
Shaker
Wiley Brothers Aintree Capital January 2010 - Present
Regions Financial Corporation April 2006 - June 2008
Summit Wealth Management August 2005 - April 2006
Education
University of Alabama 2001 — 2004
BS, Financial Planning
Summit Wealth Management February 2014 - Present
Newport Coast Securities, Inc April 2010 - December 2012
First Command Financial Planning July 2007 - April 2010
Skills
Retirement, Series 7, Series 63, Strategic Financial..., Retirement Planning, Series 65, Series 6, Unique Financial..., Fixed Annuities, Financial Planning, Asset Allocation, Investment Advisory
Education
United States Air Force Academy 1979 — 1983
B.S., Aerospace Sciences
Glenn R. Allton 1978 — 1983
Aerospace, Aeronautical and Astronautical Engineering
Larimer Capital Corporation December 2014 - Present
Summit Wealth Management March 2012 - September 2014
Steinberg, Grimm & Associates, A private wealth advisory practice of Ameriprise Financial August 2006 - March 2012
Wahl Dental Group October 2002 - September 2006
Skills
• Series 7, Series 66, Colorado Life/Accident...
Education
Napa Valley College
Foods, Nutrition, and Wellness Studies, General
Summit Wealth Management 2012 - Present
Bel Air Investment Advisors 1998 - 2005
Bel Air Investment Advisors 1998 - 2005
Financial Managemt Advisors 1989 - 1997
Financial Managemt Advisors 1989 - 1997
Financial Managemt Advisors 1989 - 1997
Education
California State University-Northridge
B.A., Liberal Studies
TCFG Wealth Management February 2015 - Present
Palomar Financial Services, LLC October 2014 - February 2015
Summit Wealth Management July 2013 - September 2014
Experience Unlimited April 2013 - July 2013
J.D. Mellberg Financial June 2012 - May 2013
Wells Fargo Advisors September 2004 - October 2011
Skills
Retirement Planning, Series 7, Investments, Life Insurance, Mutual Funds, Estate Planning, Series 63, Financial Services, Wealth Management, Finance, Securities, Insurance, Strategic Financial..., Portfolio Management, Financial Advisory, Investment Advisory, Microsoft Excel, Banking, Investment Strategies, Retirement, Life & Health Insurance..., Asset Allocation, Financial Analysis, Relationship Management, Microsoft Word, Risk Management, Alternative Investments, PowerPoint, Financial Modeling, Uniform Combined State..., Employee Benefits, Word, Excel, Series 66, Series 65, Financial Planning, Cash Management, Small Business, Fixed Income, Asset Management
Education
Cal State Fullerton 2000 — 2004
Bachelor of Arts (B.A.), Business Administration, Finance
LHHS
Summit Wealth Management April 2012 - Present
WCA Hospital January 2000 - April 2012
Education
Jamestown Business College 1998 — 2000
Associate of Arts and Sciences (AAS), Medical Office Management/Administration