Austin Rae
Associate, Relationship Manager @ Summit Trail Advisors
About
Summit Trail is a leading Networked Family Office - intentionally designed for those who have outgrown traditional wealth managers and desire resources and access from a more dynamic and connected approach previously only found with individual family offices.
United States
Wayzata
Financial Services
Microsoft Office, Critical Thinking, Teamwork, Writing, Research, Sales, Microsoft Excel, Communication, Time Management, Patient Care, DCF Valuation, Financial Modeling
Experience

Research Analyst
▪ Partnered with a Senior Level Executive to conduct research on over 200 potential clients ▪ Performed due diligence of finances, growth strategies, and senior-level executives for target partnerships ▪ Educated Senior Level Partners in preparation for client meetings

Medical Scribe
- Synthesized disease assessment and treatment plans for ~30 patients daily to structure future patient care. - Collaborated daily with staff from several different departments to ensure proper billing, scheduling, and testing practices as we as proper COVID-19 safety protocols. - Proposed new strategies to increase patient satisfaction, physician efficiency, and staff activity. Facilitated, as part of a team, the replacement of retiring physicians with a new physician with an established patient base from a large health system.

Teaching Assistant: Genetics Lab
- Directed lab experiments for a class of ~25 students. - Demonstrated several techniques and answered questions regarding the class's directive. - Graded and provided feedback on coursework that had a direct impact on the overarching experiment.

Neuroscience Lab Research Assistant
- Presented novel topics and recent research to the principal investigator and researchers within the lab. - Taught and adapted laboratory techniques and experimental procedures to fellow researchers including 2 M.D./Ph.D students. -Advocated for increased responsibility, resulting in increased contribution. -Collaborated between several different lab groups to gain new techniques and methods for experimental procedures.

Driver Helper
FedEx Ground
Education

- Participated in a highly-selective, accelerated 3-week program taught by MBA faculty, providing an in-depth introduction to financial accounting, corporate finance, microeconomics, marketing, and spreadsheet modeling - Performed a team-based valuation of Netflix, Inc., which included financial and strategic assessments, a DCF analysis, and a final presentation to industry executives and faculty
Austin Rae's Contact Information
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