Jamie Sumner Email & Phone Number
Founder and CEO @ Mill Street Financial, LLC
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Jamie Sumner Location
- Portland, OR, US
Jamie Sumner Work
- 2021 -now Founder and CEO @
- 2017 -2021 VP Business Development. Wealth Management, Commercial and Private Banking at Washington Trust Bank. @
- 2008 -2017 Vice President of Institutional Sales, KeyBanc Capital Markets @
- 2003 -2007 Director of Competitions and Rules @
Jamie Sumner Education
- University of Oregon
Bachelor of Science - BS (Business Administration and Political Science)
1999-2003
Jamie Sumner Skills
- Wealth Management Services
- Recruiting
- Financial Services
- Wealth Management
- Risk Management
- Strategic Financial Planning
- Asset Management
- Capital Markets
- Asset Allocation
- Financial Analysis
- Investment Banking
- Financial Modeling
- Strategy
- Equity Research
- Equities
- Hedge Funds
- Valuation
- Mutual Funds
- Series 63
- Nonprofits
- Business Development
- Estate Planning
- Trusts
- Financial Advisory
- Finance
- Trust Administration
- Pension Plans
- 401(k)
- Strategic Leadership
- Leadership
- Key Client Relationships
- Investment Management Strategies
- Estate Settlement
- Equity Capital Markets
- Series 7
- Profit Sharing
- Employee Benefit Services
- Tax Coordination
Jamie Sumner Summary
- Jamie Sumner, based in Portland, OR, US, is currently a Founder and CEO at Mill Street Financial, LLC. Jamie Sumner brings experience from previous roles at Washington Trust Bank, Pacific Crest Securities and Oregon Golf Association. Jamie Sumner holds a 1999 - 2003 Bachelor of Science - BS in Business Administration and Political Science @ University of Oregon. With a robust skill set that includes Wealth Management Services, Recruiting, Financial Services, Wealth Management, Risk Management and more. Jamie Sumner has 3 emails and 3 mobile phone numbers on RocketReach.
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