Karen Witt Email & Phone Number
Founder and Principal
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Karen Witt Location
- Whitefish, MT, US
Karen Witt Work
- Founder and Principal @ Summit Advisory Group (June 2020 - Present)
- Managing Director @ (December 2023 - Present)
- VP, Commercial Relationship Manager @ (November 2021 - November 2022)
- Officer @ (January 2019 - January 2021)
- Vice President - Industry and Portfolio Insights @ (January 2016 - January 2019)
- Member Business Loan Officer @ (January 2015 - January 2016)
- Senior Solutions Architect @ (January 2014 - January 2015)
- Director @ (January 2013 - January 2014)
- Market President|Branch Manager|Relationship Manager|Puchasing @ (January 2001 - January 2013)
Karen Witt Education
- UNM The James & Gail Ellis School of Business Leadership
MBA (General Management)
- UNM The James & Gail Ellis School of Business Leadership
BBA (Business Administration)
Karen Witt Skills
- Capital Raising
- Mergers & Acquisitions (M&A)
- Account Management
- Organization Skills
- Team Leadership
- Budget Management
- New Market Expansion
- Cross-functional Team Leadership
- New Business Development
- Customer Relationship Management (CRM)
- Training & Development
- Underwriting
- Project Management
- Financial Analysis
- Management
- Banking
- Business Development
- Strategy
- Retail Banking
- Leadership
- Marketing
- Finance
- Commercial Real Estate
- Sales Management
- Commercial Lending
- Portfolio Management
- Credit
- Team Building
- Loans
- Cross Selling
- Mergers & Acquisitions
- Strategic Planning
- Payments
- Credit Analysis
- Start-ups
- Procurement
- Employee Management
- Bank Mergers
- Department Budgeting
- Branch Banking
- Direct Marketing
- Cost Management
- Marketing Strategy
- Training Delivery
- Problem Solving
- Forecasting
- Negotiation
- Risk Assessment
- Risk Management
- Personal Development
- Consulting
- Start Ups
- Branch Managemen
- Microsoft Office
- Mergers and Acquisitions
- Microsoft Word
- Deposit Growth
- Market
- Pools
- Prospects
- Gypsum
- Insurance
- Community
- Brokerage
- Business Administration
- Temporary Placement
- Liability
- Real Estate Transactions
- Revenue
- Grocery
- Monitors
- Accounting
- Supervision
- Wal Mart
- Training
- Economic Development
- Disability Insurance
- Documentation
- Trains And Add Rails
- Accounts Payable
- Analysis
- Springs
- Yahoo
- Coordination
- Retail
- Controllers
- Logistics
- Business Expansion
- Business Operations
- Cost Savings
- Operations
- Business Valuation
- Colorado
- Streamlining Operations
- Distribution Center Operations
- Presentations
- Income
- Distribution
- Purchasing
- Classification
- Portfolio
- Branches
- Tax
- Warehousing
- Special Events
- Insurance Brokerage
- Claim
- Workers' Compensation Claims
- Agents
- Special Projects
- Risk
- New Mexico
- Meat
- Consumer
Karen Witt Summary
- Karen Witt, based in Whitefish, MT, US, is currently a Founder and Principal at Summit Advisory Group. Karen Witt brings experience from previous roles at Castle Placement, First Interstate, Valley Bank of Ronan and Northwest Farm Credit Services. Karen Witt holds a MBA in General Management @ UNM The James & Gail Ellis School of Business Leadership. With a robust skill set that includes Capital Raising, Mergers & Acquisitions (M&A), Account Management, Organization Skills, Team Leadership and more. Karen Witt has 3 emails and 1 mobile phone numbers on RocketReach.
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