President and CEO

Graham

Summers,

MBA

**** ***

Rd

South

#***

******.*******@*****.***

Arlington

VA,

22204

Mobile:

434-

962-

2044

Entrepreneur,

Chief

Market

Strategist,

Financial

Analyst,

Strategic

Consultant

-

Five

years

experience

C-

level

Leadership

as

entrepreneur

(two

start-

ups

sold/merged

with

larger

firms)

-

Ten

years

experience

investment

strategy

and

wealth

management

(2,000

private

clients

in

56

countries).

-

Three

years

experience

strategic

consulting

and

business

development

(opened

two

new

markets

for

firms

with

revenue

potential

of

$30MM).

Opes Capitalis

Principal January 2012 - Present

Third consecutive start-up: a Strategic Consulting firm for mid-market enterprises seeking

international expansion in North and South America.

Built a client list of firms with total annual revenues of $10MM within 20 months.

•

Conducted market analysis and provided strategic leadership to create two new business

•

ventures for clients with revenue potential of $20MM and $10MM respectively.

Phoenix Capital Research

Founder, President & Chief Market Strategist – April 2009 - Present

Second consecutive start-up: an investment research firm for retail and institutional investors. Firm

currently in negotiations to merge with larger competitor.

Grew $500 in seed money to over $2MM in cumulative revenues.

•

Built a client list of 65,000 retail clients and 3,000 institutional clients, within two years.

•

Collaborated with managers at Exxon Mobil, John Deere, Nationwide Insurance, Time Warner,

•

Thomson Reuters, Goldman Sachs, Merrill Lynch, Morgan Stanley, Wachovia, and others.

Initiated due diligence on over 200 publicly traded companies.

•

Demonstrated an Investment success rate: 65%. Longest winning streak: 74 consecutive closed

•

winning investments. Biggest winner: 170%.

Contributed to the most read article on Market Oracle for 2009, research featured in Crain’s New

•

York Business, New York Post, National Business Review, The Glenn Beck Show.

GPS Capital Research

Founder, President & CEO – February 2008 - January 2009

First start-up: a boutique investment research firm.

Raised

$150,000

in

venture

capital

from

private

investors.

•

Acquired 3,000 high net-worth private wealth clients including executives from Ravenswood

•

Vineyards, SRA International, Homebuilders Analytics, Elite Entertainment, SVM-NY.

Expanded firm’s staff by 600%.

•

Wrote Investment commentary featured in Rolling Stone Magazine, Crain’s New York

•

Business, MoneyTalk Radio, Thomson-Reuters, Financial Lifeline Radio, and The

Huffington Post.

Managed Investment portfolio which returned +7% vs. -35% for the S&P 500 in 2008.

•

Sold to a larger competitor in January 2009.

•

Stansberry & Associates Investment Research

Senior Analyst – November 2003 - January 2008

Youngest Senior Analyst in the history of the firm.

Co-authored firm’s daily financial market commentary to over 140,000 retail clients.

•

Created a domestic-focused top down driven private wealth investment advisory that

•

acquired 35,000 clients and generated $7 million in revenue.

Created the firm’s first emerging market private wealth investment advisory.

•

Opened markets and formed strategic alliances with financial institutions and private

•

banking contacts in Dubai, Singapore, Kuwait, and Zurich, Switzerland.

Presented investment themes and market strategies to high net worth private wealth clients

•

in Playa Del Carmen, Dubai, Singapore, Zurich, and Aspen.

COMMUNITY OUTREACH

Financial contributor to SPCA, Saint Jude’s Children Hospital, AmVets, American Breast Cancer

Association, Charlottesville Police Department, St Thomas Aquinas Church, Purple Heart and

Ciudad de los Niños (Peru-based Orphanage).

Registered volunteer of "Meals on Wheels."

Mentor for exchange students at UVA and Piedmont Community College.

EDUCATION AND ACADEMIC HONORS

Duke University the Fuqua School of Business, North Carolina, USA. MBA - December 2013.

Courses: Investment, Venture Capital and Private Equity, Finance, Macro and Microeconomics

University of Virginia. Virginia, USA. Specialization in e-Marketing 2009-2010.

Trinity College, University of Oxford, England, UK. Exchange Program in Psychology - 2002.

Oberlin College, Ohio, USA. B.A in English. Minor in Psychology - 2003

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