Profile
Prior to joining Summit Investment Advisors in July 2010, Ms. O'Shea worked for Summit Investment Partners.
Before joining the firm in 2006, she was with Re/Max Realty as a Realtor, from 2001 to 2006.
Before ReMax, she was with General Electric Aircraft Engines as a Project Consultant in 2000.
Prior to GE, she was with MedPlus, as a Marketing and Tradeshow Coordinator from 1998 to 1999.
Before MedPlus, she was with Time Warner Cable FSN as a Video-On-Demand Coordinator, from 1993 to 1996.
Ms. O'Shea received a B.A.
in Business Communication and attended graduate program in Psychology from the University of Central Florida.
She earned her Florida Real Estate License in 2003, and her Ohio Real Estate License in 2001.
Former positions of Elizabeth A. O'Shea
| Companies | Position | End |
|---|---|---|
Summit Investment Partners, Inc.
 Summit Investment Partners, Inc. Investment ManagersFinance Summit Investment Partners LLC is a registered investment advisor located in Cincinnati, Ohio with an additional office in Lincoln, Nebraska. The firm is a subsidiary of UNIFI Cos., a mutual holding company. Summit Investment Partners is comprised of three entities: Summit Investment Advisors, Inc, Summit Investment Partners, Inc. and Union Central Mortgage Funding. Summit Investment Partners manages assets for insurance companies, public and private pension funds, endowments, foundations, mutual funds and high net-worth individuals. The firm is also the advisor for the Summit Apex/Pinnacle family of mutual funds. | Portfolio Manager-Equities | 04/05/2009 |
MedPlus, Inc.
 MedPlus, Inc. Data Processing ServicesTechnology Services MedPlus, Inc. developed and integrated healthcare technology solutions. The company offers clinical connectivity and healthcare information exchange solutions for physician practices, hospitals, integrated delivery networks, community regional health information networks, and health information exchanges. The company was founded in 1991 and was headquartered in Mason, OH. | Sales & Marketing | 30/12/1998 |
| TIME WARNER CABLE INC | Corporate Officer/Principal | 30/12/1995 |
Ameritas Investment Partners, Inc.
 Ameritas Investment Partners, Inc. Investment ManagersFinance Ameritas Investment Partners, Inc. (AIP) is a registered investment advisor headquartered in Lincoln, Nebraska. The firm was founded as a Nebraska corporation in 1984 and is a wholly-owned subsidiary of Ameritas Holding Co., which is owned by Ameritas Mutual Holding Co. AIP provides investment advisory services to affiliated and unaffiliated insurance companies; pension plans and retirement accounts (including Taft-Hartley Plans); charitable organizations; and registered investment companies of Calvert Variable Products, Inc., The firm also provides investment advisory services to discretionary investment (wrap fee) program accounts including: individuals and high net-worth individuals; pension and profit sharing plans; trusts; charitable organizations; state and local government entities; and small businesses and others. | Portfolio Manager-Fixed Income | - |
Training of Elizabeth A. O'Shea
| University of Central Florida | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Summit Investment Partners, Inc.
Summit Investment Partners, Inc. Investment ManagersFinance Summit Investment Partners LLC is a registered investment advisor located in Cincinnati, Ohio with an additional office in Lincoln, Nebraska. The firm is a subsidiary of UNIFI Cos., a mutual holding company. Summit Investment Partners is comprised of three entities: Summit Investment Advisors, Inc, Summit Investment Partners, Inc. and Union Central Mortgage Funding. Summit Investment Partners manages assets for insurance companies, public and private pension funds, endowments, foundations, mutual funds and high net-worth individuals. The firm is also the advisor for the Summit Apex/Pinnacle family of mutual funds. | Finance |
MedPlus, Inc.
MedPlus, Inc. Data Processing ServicesTechnology Services MedPlus, Inc. developed and integrated healthcare technology solutions. The company offers clinical connectivity and healthcare information exchange solutions for physician practices, hospitals, integrated delivery networks, community regional health information networks, and health information exchanges. The company was founded in 1991 and was headquartered in Mason, OH. | Technology Services |
Time Warner Cable, Inc.
 Time Warner Cable, Inc. Cable/Satellite TVConsumer Services Time Warner Cable, Inc. provided video, high-speed data and voice services in the United States. It operates through the following segments: Residential Services, Business Services, and Other Operations segments. The Residential Services segment consist of video, high-speed data and voice services as well as other security and home management services. The Business Services segment consist of data, video and voice services provided to business customers including enterprise class, cloud-enabled hosting, managed application and services. The Other Operations segment consist of advertising sales of Time Warmer Cable, regional sports, local sports, news, and lifestyle channels, and other operating revenue and costs. The company was founded 1992 and was headquartered in New York, NY. | Consumer Services |
Ameritas Investment Partners, Inc.
Ameritas Investment Partners, Inc. Investment ManagersFinance Ameritas Investment Partners, Inc. (AIP) is a registered investment advisor headquartered in Lincoln, Nebraska. The firm was founded as a Nebraska corporation in 1984 and is a wholly-owned subsidiary of Ameritas Holding Co., which is owned by Ameritas Mutual Holding Co. AIP provides investment advisory services to affiliated and unaffiliated insurance companies; pension plans and retirement accounts (including Taft-Hartley Plans); charitable organizations; and registered investment companies of Calvert Variable Products, Inc., The firm also provides investment advisory services to discretionary investment (wrap fee) program accounts including: individuals and high net-worth individuals; pension and profit sharing plans; trusts; charitable organizations; state and local government entities; and small businesses and others. | Finance |
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