Dean Sumer Location
- Malibu, CA, US
Dean Sumer Work
- 2023 - now Maven Consultant @
- 2019 - now Mortgage Advisor @
- 2011 - now Managing Director @
- 2019 - 2023 Registered Representative and Investment Advisor Representative @
- 2018 - 2019 Registered Representative and Investment Advisor Representative @ Quest Capital Strategies, Inc.
- 2018 - 2018 Financial Consultant @
- 2016 - 2018 Investment Consultant; Client Transition Branch Manager @
- 2016 - 2018 Investment Manager @
- 2015 - 2016 Institutional Relationship Manager @
- 2014 - 2015 Chief Operating Officer @
- 2014 - 2015 Chief Operating Officer @ Commercial New Development Corp.
- 2013 - 2014 Mortgage Consultant Builder Division NMLSR ID: 1036243 @
- 2009 - 2014 Relationship Banker @
- 2009 - 2010 Premier Banker - Community Banking @
- 2010 - 2013 Director of FICO Scores and Analytics @ Credit Finesse
- 2000 - 2013 Founder #1 Ranked California Real Estate Appraisal Firm per a la mode, inc.® Mercury Network @
- 2009 - 2011 Personal Financial Management Program Instructor at SDCCD for the US Navy @
- 2009 - 2011 Finance Instructor @
- 2000 - 2009 Instructor @ Appraisal Matters, Inc.
- 1991 - 1997 Senior Investment Specialist, Project Manager, Investment Advisor and Estate Attorney Coordinator @
- 1991 - 1992 Manager, Front Office @
Dean Sumer Education
- Southern Illinois University, Carbondale
Bachelor's (Economics)
- University of California, Irvine
CERTIFIED FINANCIAL PLANNER™, CFP® (Personal Financial Planning)
- Allied Schools
(Yearly NMLS, Every Four Years Real Estate, and prior Every Two Years Appraiser Continued Education)
- Dunlap High School
Diploma (Pre-College)
- Financial Industry Regulatory Authority, Inc. FINRA
(Investments and Securities)
- Illinois Central College
Extra courses taken while attending Dunlap High School. (Mathematics)
- Illinois State University
Prior to SIUC transfer, accumulated credits needed for Bachelor's Degree (Biological Sciences Major, Chemistry Minor)
- UC Irvine
Certified Financial Planning
Dean Sumer Skills
- Real Estate
- Investment Properties
- Mortgage Lending
- Real Estate Transactions
- Marketing
- REO
- Foreclosures
- Short Sales
- Business Development
- Social Media
- Risk Management
- Mortgage Banking
- BPO
- Sales Operations
- Community Outreach
- Sustainability
- Digital Photography
- Negotiation
- Public Speaking
- Business Relationship Management
- Classroom Instruction
- Turkish Language
- Certified Mortgage Planning
- Green Real Estate
- Land Use
- Comparative Market Analysis
- Bank Relationship Management
- Super Jumbo
- Construction to Permanent Custom Home Financing
- Easement Issues
- Appraiser Management
- Tax Assessment Appraisal
- Future Value Appraisal
- Appraisal Matters Expert Witness Testimony
- Union Plus
- Assist Realtor Community With Broker Price Opinions
- Developing Successful Businesses
- Transformational Leadership & Diversity - Execution
- Land Appraisal
- New Construction Appraisal
- Divorce Appraisal
- Bail Bond Appraisal
- Island Appraisal
- Slice
- Market Research
- Customer Relationship Management (CRM)
- Customer Satisfaction
- Strategy
- Customer Experience
- Strategic Planning
Dean Sumer Summary
- Dean Sumer, based in Malibu, CA, US, is currently a Maven Consultant at Maven Research. Dean Sumer brings experience from previous roles at Loan Warehouse, Greenbox Realty, SA Stone Wealth Management Inc. and Quest Capital Strategies, Inc.. Dean Sumer holds a Bachelor's in Economics @ Southern Illinois University, Carbondale. With a robust skill set that includes Real Estate, Investment Properties, Mortgage Lending, Real Estate Transactions, Marketing and more. Dean Sumer has 2 emails and 1 mobile phone numbers on RocketReach.
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