Sue Summers Email and Phone Number
Sue Summers work email
- Valid
- Valid
- Valid
- Valid
Sue Summers personal email
- Valid
Sue Summers phone numbers
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.
-
Senior Sales ExecutiveCircleblack, Inc. Aug 2021 - PresentBoston, Ma, Us
-
Director, Enterprise SalesRobustwealth Feb 2018 - Jul 2021RobustWealth’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.
-
Business ConsultantTrust Company Of America Jan 2016 - Feb 2018Centennial, Colorado, UsConsulted 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. -
Regional Vice PresidentTrust Company Of America Apr 2013 - Dec 2015Centennial, Colorado, UsDeveloped 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.
-
Senior Business Relationship ManagerSymetra May 2012 - Mar 2013Bellevue, Wa, UsThe 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. -
Chief Operating OfficerPurcell Advisory Services, Llc Oct 2009 - May 2012Tacoma, Washington, UsPurcell 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. -
Operations ManagerPortfolio Strategies Jan 1998 - Oct 2009Tacoma, Washington, UsPortfolio 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.
Sue Summers Skills
Sue Summers Education Details
-
University Of WashingtonEconomics & Political Science -
Olympic CollegeGeneral Studies
Frequently Asked Questions about Sue Summers
What company does Sue Summers work for?
Sue Summers works for Circleblack, Inc.
What is Sue Summers's role at the current company?
Sue Summers's current role is Senior Sales Executive at CircleBlack, Inc..
What is Sue Summers's email address?
Sue Summers's email address is ss****@****ica.com
What is Sue Summers's direct phone number?
Sue Summers's direct phone number is +125367*****
What schools did Sue Summers attend?
Sue Summers attended University Of Washington, Olympic College.
What are some of Sue Summers's interests?
Sue Summers has interest in Native Plants, Gardening, Politics, Ballroom Dancing, Economic Empowerment, Environment, Reading, Fitness, Birding, Arts And Culture.
What skills is Sue Summers known for?
Sue Summers has skills like Alternative Investments, Estate Planning, Series 63, Financial Advisory, Banking, Customer Relations, Fixed Annuities, Fixed Income, Insurance, Retirement Planning, Sales, Portfolio Management.
Free Chrome Extension
Find emails, phones & company data instantly
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial