Nathan Summers Email & Phone Number

160 E. 300 S. Salt Lake City, UT

• Approve licenses for investment adviser representatives and firms and broker-dealer agents
• Determine whether an individual needs to be on heightened supervision and whether or not they have complied with terms of heightened supervision agreement
• Handle registration of securities and ensure compliance to Utah registration lawsSkills
• Knowledge of state and federal securities laws
• Writing skills- write letters to licensees and applicants asking them to provide required information to the Division of Securities
• Analytical skills- apply Utah law to specific licensing and registration cases

Layton, UT

• Write wills and trusts for individuals and couples using Fore Trust Software
• Provide knowledge of Trust laws to assist clients in creating personalized wills and trusts that fit their individual needs.
• Provide funding documents to help them through the process of funding their trusts

Review documents to see if they need to be produced in preparation for litigation.Requires analytical skills, attention to detail, and the ability to work in a set time frame.

Akron Ohio

• Edited professional papers for professors and worked on other projects with which they need assistance
• Tutored students on advanced uses of Microsoft Excel and Access
• Instructed classes on an as-needed basis

Broadview Heights, OH

• Worked in a team of associates on a 60 page appellate brief in $1 million case
• Researched state business law on relevant issues for the brief
• Wrote ten pages of the sixty page brief and edited other pages to be sent to the court of appeals
• Filed documents with various courts

• Gained familiarity with the LTL trucking industry both nationally and in NE Ohio
• Conducted market research on a new business idea in the LTL trucking industry
• Wrote a feasibility analysis and presented findings in an oral presentation

Akron, OH

• Created lease extensions for property leased by the foundation
• Created a consulting agreement for a company interested in hiring independent contractors
• Researched Ohio state law in regards to various business ventures UARF is involved in such as landlord tenant law

Jd/Mba

Bs, Finance