Principal and Advisor @ (October 2018 - January 2020)
Partner and Managing Director @ (January 2015 - July 2018)
Director @ (September 2009 - December 2014)
Regional Manager and Principal @ Western Capital Partners (June 2005 - September 2009)
Equities Trader and Market Maker @ Knight Capital Markets (January 1998 - January 2003)
Brian Shloss Education
University of Colorado Boulder - Leeds School of Business
MBA
2003-2005
Emory University
BS (Economics / Sociology)
1993-1997
Brian Shloss Skills
Valuation
Cash Flow
Private Equity
Asset Managment
Equities
Capital Markets
Due Diligence
Asset Management
Underwriting
Real Estate
Financial Analysis
Investments
Finance
Portfolio Management
Financial Modeling
Mergers & Acquisitions
Management
Corporate Finance
Public Speaking
Mergers and Acquisitions
Sales
Microsoft Office
Brian Shloss Summary
Brian Shloss, based in Denver, CO, US, is currently a Chief Operating Officer at Summit Investment Management LLC. Brian Shloss brings experience from previous roles at TrueSyncMedia, Summit Investment Management and Western Capital Partners. Brian Shloss holds a 2003 - 2005 MBA @ University of Colorado Boulder - Leeds School of Business. With a robust skill set that includes Valuation, Cash Flow, Private Equity, Asset Managment, Equities and more. Brian Shloss has 3 emails and 1 mobile phone numbers on RocketReach.
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