Senior Sales Executive
Current
Aug 2021 - Present
AeroLeads people directory · profile
Sue Summers Email & Phone Number
Senior Sales Executive at CircleBlack, Inc.
at
CircleBlack, Inc.
1 work email found
@trustamerica.com
2 phones found area 253
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Sales Executive at CircleBlack, Inc.
Location
Littleton, Colorado, United States
Who is Sue Summers? Overview
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Quick answer
Sue Summers is listed as Senior Sales Executive at CircleBlack, Inc. at CircleBlack, Inc., based in Littleton, Colorado, United States. AeroLeads shows a work email signal at trustamerica.com, phone signal with area code 253, and a matched LinkedIn profile for Sue Summers.
Sue Summers previously worked as Senior Sales Executive at Circleblack, Inc. and Director, Enterprise Sales at Robustwealth. Sue Summers holds Ba, Economics & Political Science from University Of Washington.
Company email context
Email format at CircleBlack, Inc.
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{first_initial}{last}@trustamerica.com
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AeroLeads found 1 current-domain work email signal for Sue Summers. Compare company email patterns before reaching out.
Profile bio
About Sue Summers
High-performing sales professional with a proven progressive career in financial services, leadership, business development and sales within the RIA Custody and Financial Technology (FinTech) businesses. Expertise in opening up new markets for financial and technology solutions. Hands-on and driven with the ability to develop strong internal and external stakeholder relationships to become a trusted advisor. Transitioned career seamlessly from operations leadership to outside sales.
Listed skills include Alternative Investments, Estate Planning, Series 63, Financial Advisory, and 48 others.
Current workplace
Sue Summers's current company
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7 roles
Sue Summers work experience
A career timeline built from the work history available for this profile.
Director, Enterprise Sales
Robustwealth
RobustWealth’s technology suite was developed by experienced industry experts to help investment advisors optimize their practices. The platform seamlessly integrates an array of features into one suite. Those features include: automated rebalancing, billing/remittance, document vaults, electronic account opening, institutional quality goals & risk based investment portfolios, and the open architecture use of investment options.
Feb 2018 - Jul 2021
Business Consultant
Consulted with RIA practices of all sizes to assess their current business processes and determine how Trust Company of America’s technology and service could help them be more competitive and efficient. The evaluation included gaining an understanding of what advisors are solving for, their growth goals and the current profitability of their business. Existing processes were mapped and analyzed then results and opportunities were presented to the advisor with a goal of encouraging decision makers to think differently and transform the way they do business.
Jan 2016 - Feb 2018
Regional Vice President
Developed business for custodial and technology services for RIAs in an assigned territory. Helped advisors discover opportunities for maximizing growth, improving efficiency and ultimately increasing the profitability of their businesses by allowing them the freedom to focus on what they do best. Provided technology demos and managed all aspects of the sales process.
Apr 2013 - Dec 2015
Senior Business Relationship Manager
The Symetra True Variable Annuity was launched in 2012 with a robust investment line-up of more than 100 subaccounts and sophisticated web-based trading technology. This low-fee, no-surrender charge product was built with flexibility in mind. My responsibilities at Symetra included managing all aspects of the relationship between Symetra and our Operations and Technology partner. This entailed identifying opportunities to improve and streamline operations, establishing policies and procedures regarding compliance and coordinating product development.
May 2012 - Mar 2013
Chief Operating Officer
Purcell Advisory Services, an SEC Registered Investment Advisor, specialized in tactical investment strategies offered through separate accounts. Services were marketed to registered investment advisors and independent broker/dealer representatives for use with their clients seeking alternative investment exposure. As COO, my responsibilities included oversight of operations and trading, money manager due diligence and supporting all critical company functions.
Oct 2009 - May 2012
Operations Manager
Portfolio Strategies, an SEC Registered Investment Advisor, offers dynamic investment solutions to the advisor community through proprietary mutual funds, separate accounts and retirement plans. Over the course of 11+ years with the firm duties were many and varied including customer service, operations management, office management, trading and human resources.
Jan 1998 - Oct 2009
2 education records
Sue Summers education
Ba, Economics & Political Science
University Of Washington
General Studies
Olympic College
FAQ
Frequently asked questions about Sue Summers
Quick answers generated from the profile data available on this page.
What company does Sue Summers work for?
Sue Summers works for CircleBlack, Inc..
What is Sue Summers's role at CircleBlack, Inc.?
Sue Summers is listed as Senior Sales Executive at CircleBlack, Inc. at CircleBlack, Inc..
What is Sue Summers's email address?
AeroLeads has found 1 work email signal at @trustamerica.com for Sue Summers at CircleBlack, Inc..
What is Sue Summers's phone number?
AeroLeads has found 2 phone signal(s) with area code 253 for Sue Summers at CircleBlack, Inc..
Where is Sue Summers based?
Sue Summers is based in Littleton, Colorado, United States while working with CircleBlack, Inc..
What companies has Sue Summers worked for?
Sue Summers has worked for Circleblack, Inc., Robustwealth, Trust Company Of America, Symetra, and Purcell Advisory Services, Llc.
How can I contact Sue Summers?
You can use AeroLeads to view verified contact signals for Sue Summers at CircleBlack, Inc., including work email, phone, and LinkedIn data when available.
What schools did Sue Summers attend?
Sue Summers holds Ba, Economics & Political Science from University Of Washington.
What skills is Sue Summers known for?
Sue Summers is listed with skills including Alternative Investments, Estate Planning, Series 63, Financial Advisory, Banking, Customer Relations, Fixed Annuities, and Fixed Income.
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