Summer Hill, Inc. is a full-service single family office. Founded in 1987, Summer Hill provides comprehensive professional, financial and personal services for its family member clients, including wealth management, tax and estate planning, philanthropic advisory and other family services.

Perform general ledger accounting, assist in the creation of financial statements, provide financial reporting and perform financial analysis. Prepare journal entries on a day to day basis to properly record financial transactions. Prepare monthly, quarterly, and annual financial statements as well as additional financial reporting. Prepare presentations for management from analysis. Develope analysis tools and work on special projects as needed.

• Receives market, bond, and mutual fund orders over the phone via trade-line• Efficiently and accurately processes trades that require dual control• Entrusted with responsibility for service to new and large volume clients• Preserves good customer relations by resolving trade problems as they arise• Handles large quantities of trades daily while performing additional responsibilities• Highly focused in a dead-line driven organization• Recognized for volume of trade orders managed from trade line• Created and co-runs a committee that enhances morale and employee retention• One of 10 members on the Business Continuity Plan (BCP)

• Analyzed documentation to assess customer exposure to debt• Performed monthly and quarterly audits to be sent for review to upper management• Effectively cross-sold bank products to build stronger customer relationships• Coached employees on future goals and expectations• Worked with outside companies to satisfy business needs