Mr. Sumner has led in executive roles as the CFO and COO for mid-market public and private companies, CEO for family offices and as financial director an insurance fund. His experience is focused in data-driven marketing, healthcare technology, logistics, real estate, maritime and software enabled services in educational technology. Mr. Sumner has worked on both the buy and sell-side, and was recently the CFO at PE owned Callison, LLC, exiting to a $3.5B public European company. In his family offices roles, he helped manage the strategic sale of the founding families’ interest in a $2B NYSE company. Mr. Sumner is a CPA and holds a Master in Professional Accounting degree from the University of Texas at Austin, McCombs School of Business and a BBA from the University of Georgia. He holds FINRA licenses for the SIE, Series 63 and 79 licenses.