Austin Rae

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.

Country

United States

City

Wayzata

Industry

Financial Services

Skill

Microsoft Office, Critical Thinking, Teamwork, Writing, Research, Sales, Microsoft Excel, Communication, Time Management, Patient Care, DCF Valuation, Financial Modeling

Experience

Summit Trail Advisors

Associate, Relationship Manager

Summit Trail Advisors

LinkedIn
2026-3 - Present · 7 mos

Wayzata, Minnesota, United States

Bernstein Private Wealth Management

Senior Associate

Bernstein Private Wealth Management

LinkedIn
2024-7 - 2026-3 · 1 yr 9 mos

Minneapolis, Minnesota, United States

Bernstein Private Wealth Management

Associate

Bernstein Private Wealth Management

LinkedIn
2022-3 - 2024-7 · 2 yrs 5 mos

Minneapolis, Minnesota, United States

BData Inc

Research Analyst

BData Inc

LinkedIn
2021-9 - 2024-9 · 3 yrs 1 mo

▪ 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

Southdale Eye Clinic

Medical Scribe

Southdale Eye Clinic

LinkedIn
2018-7 - 2022-3 · 3 yrs 9 mos

- 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.

Carleton College

Teaching Assistant: Genetics Lab

Carleton College

LinkedIn
2018-4 - 2018-6 · 3 mos

- 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.

University of Minnesota

Neuroscience Lab Research Assistant

University of Minnesota

LinkedIn
2016-6 - 2016-9 · 4 mos

- 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.

The UPS Store

Seasonal Sales Associate

The UPS Store

LinkedIn
2015-11 - 2015-12 · 2 mos
Spring Hill Golf Club

Outside Services

Spring Hill Golf Club

LinkedIn
2015-5 - 2015-9 · 5 mos
FedEx Ground

Driver Helper

FedEx Ground

2014-11 - 2014-12 · 2 mos

Education

Carleton College

Carleton College

LinkedIn

Chemistry

2014 - 2018 · 4 yrs
The Tuck School of Business at Dartmouth

The Tuck School of Business at Dartmouth

LinkedIn
2021 - 2021

- 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

The Blake School

The Blake School

LinkedIn
2009 - 2014 · 5 yrs
Pine Crest School

Pine Crest School

LinkedIn
2007 - 2009 · 2 yrs

Austin Rae's Contact Information

Email

******@***.com

Phone

(**) *** ****

Find the Right Leads
Find Verified Contact Data

Try with: Jensen Huang @ nvidia.com Click to autofill
LeadContact awards, five-star ratings, and GDPR compliance badges

What LeadContact does well

Find verified emails, phone numbers, and decision-makers with 98% accuracy.

Find Leads

Find Leads

Find the right people by company, role, industry, location, and more.

925M+ professional profiles

Find Leads
Find Emails

Find Emails

Access verified email addresses for your target contacts.

657M+ emails

Find Emails
Find Phone Numbers

Find Phone Numbers

Get cross-validated phone data from multiple top sources.

239M+ phone numbers

Find Phone Numbers

More Accurate. Lower Cost.

Find contact data in 1 tool with 98% accuracy

LeadContact integrates leading enrichment tools to deliver more accurate contact data—without paying for each one.

LeadContact Logo
Competitor Tools

All these = $289 per month

Great conversations start with the right contact.

It’s time to find yours.