Rusdi Sumner

Rusdi Sumner Email and Phone Number

Sr. Consultant @ InfoGrate Wealth
United States
Rusdi Sumner's Location
United States, United States
Rusdi Sumner's Contact Details

Rusdi Sumner personal email

n/a
About Rusdi Sumner

I launched a company on a napkin at a lunch meeting. Subsequently I built it to four divisions: new construction, land development, remodeling, and kitchens & baths. In that time, I led all aspects of business operations, including: sales, finance, project management, contracts, business strategy, and HR. I’m always ready to take on new challenges and I love building businesses. With over 15 years of sales and business development experience, my expertise is my ability to identify gaps in the market and design the correct product or service to address those market needs. I am able to employ dynamic problem solving to analyze a situation from multiple angles, finding powerful solutions to complex problems.As a business developer, I’m able to see the big picture strategy while also paying close attention to detail. Whether I’m delivering a custom financial plan or a custom new home, I strive to utilize a team based approach to add the most value to the customer. I’m always looking for a problem to solve, so if you’ve got a problem in need of a solution, feel free to contact me directly. When I’m not solving problems, you can find me reading books or enjoying time by the water. Specialties: • Leadership• Business Development• Strategy• Team Building• Sales• Microsoft Excel (PivotTables, financial formulas, modeling)• QuickBooks• P&L Management• Accounting

Rusdi Sumner's Current Company Details
InfoGrate Wealth

Infograte Wealth

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Sr. Consultant
United States
Rusdi Sumner Work Experience Details
  • Infograte Wealth
    Sr. Consultant
    Infograte Wealth
    United States
  • Market Street Trust Company
    Chief Operating Officer
    Market Street Trust Company Jan 2022 - Present
    Portsmouth, New Hampshire, Us
  • Market Street Trust Company
    Chief Client Family Services Officer
    Market Street Trust Company Nov 2020 - Jan 2022
    Portsmouth, New Hampshire, Us
  • Market Street Trust Company
    Managing Director, Client Family Services & Senior Financial Planner
    Market Street Trust Company Mar 2020 - Nov 2020
    Portsmouth, New Hampshire, Us
  • Chief
    Member
    Chief Oct 2022 - Oct 2024
    New York, Ny, Us
  • Tompkins Financial Advisors
    Vice President, Managing Director
    Tompkins Financial Advisors May 2019 - Mar 2020
    Ithaca, New York, Us
  • Tompkins Financial Advisors
    Financial Planner, Assistant Vice President
    Tompkins Financial Advisors Jul 2016 - Mar 2020
    Ithaca, New York, Us
    Launched the financial planning group for the Central New York region, including business development strategy, client delivery techniques, and go-to market delivery. Focused on delivering a comprehensive, high-quality client experience through collaboration with teammates to ensure that all aspects of a client's financial life are addressed and cared for. Planning is delivered utilizing cutting edge eMoney financial planning software to provide a dynamic experience that is flexible and addresses all of a client's needs and goals. Successfully tested a pilot initiative to deliver financial planning to bank customers of all income levels, including wealth management, debt reduction, and savings strategies utilizing cutting edge fin tech software.
  • Avalon Homes
    President And Co-Founder
    Avalon Homes 2006 - 2016
    Us
    • Led strategic planning, business development, and finance operations for Avalon Homes, overseeing the launch of four divisions and increasing annual revenue by 15%.• Managed project management to ensure outstanding customer experience and successfully admitted into NAHB 20 Club.
  • Warren Real Estate
    Associate Broker
    Warren Real Estate 2006 - 2016
    Ithaca, Ny, Us
    Assisted clients in the sale and purchase of residential and investment real estate. Specialized in financial statement analysis to facilitate contract negotiation and purchase of investment real estate. Successfully matched prospective buyers of real estate with their dream home, including the design and construction of new properties and renovation of existing properties.
  • Audrey Edelman Realtyusa
    Associate Broker
    Audrey Edelman Realtyusa 2001 - 2006
    Facilitated all aspects of residential and investment real estate transactions as the youngest member of the Ithaca Board of Realtors. Grew sales volume year over year by at least 10%. Earned the Certified Residential Specialist (CRS) designation, the highest credential awarded to residential sales agents.

Rusdi Sumner Skills

Leadership Management Strategic Planning Project Management Sales Customer Service Business Development Microsoft Office Public Speaking Marketing Financial Analysis Program Management Strategy Marketing Strategy Research Investments Microsoft Excel Real Estate Team Building Finance Residential Homes Business Strategy Financial Planning Retirement Planning Strategic Leadership Sales And Marketing Leadership Team Leadership Real Estate Development Negotiation Contract Negotiation Sales Management Microsoft Outlook Entrepreneurship Experienced Speaker

Rusdi Sumner Education Details

  • Cornell Johnson Graduate School Of Management
    Cornell Johnson Graduate School Of Management
    Master Of Business Administration - Mba
  • Smith School Of Business At Queen'S University
    Smith School Of Business At Queen'S University
    Master Of Business Administration - Mba
  • State University Of New York Cortland
    State University Of New York Cortland
    Business Economics & Communications

Frequently Asked Questions about Rusdi Sumner

What company does Rusdi Sumner work for?

Rusdi Sumner works for Infograte Wealth

What is Rusdi Sumner's role at the current company?

Rusdi Sumner's current role is Sr. Consultant.

What is Rusdi Sumner's email address?

Rusdi Sumner's email address is ru****@****mes.com

What schools did Rusdi Sumner attend?

Rusdi Sumner attended Cornell Johnson Graduate School Of Management, Smith School Of Business At Queen's University, State University Of New York Cortland.

What skills is Rusdi Sumner known for?

Rusdi Sumner has skills like Leadership, Management, Strategic Planning, Project Management, Sales, Customer Service, Business Development, Microsoft Office, Public Speaking, Marketing, Financial Analysis, Program Management.

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