Sue Summers, CIMA®

Sue Summers, CIMA® is an experienced sales executive with over 20 years of experience in the financial services industry. Sue began their career in 1998 as an Operations Manager at Portfolio Strategies. From 2009 to 2012, they were the Chief Operating Officer at Purcell Advisory Services, LLC. In 2012, they moved to Symetra as a Senior Business Relationship Manager. From 2013 to 2018, they worked at Trust Company of America as a Business Consultant and Regional Vice President. In 2021, they joined CircleBlack, Inc. as a Senior Sales Executive.

Sue Summers holds a BA in Economics & Political Science from the University of Washington and has completed General Studies at Olympic College. Sue is also a Certified Investment Management Analyst® (CIMA®), which they obtained in December 2011, and holds a Series 65 from the FINRA (Financial Industry Regulatory Authority).