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Summit Financial Resources Inc
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People at Summit Financial Resources Inc
104 on file (showing 60). Each links to their full profile, colleagues, and similar roles.
Jeffrey MonteiroMarketing Coordinator and Content EditorMichele Langan-ClarkField UnderwriterChelsea DeevyCompliance AssistantJoseph SpadaSenior Principal, Board MemberBrad GanoSenior Financial ConsultantJordan MalyInternSarah RichDirector of Human ResourcesFred StubbsSenior ConsultantBrian LoretiAttorneyJulia SalvoOperations ManagerAvery O'BrienInternshipDaniel SingerCertified Financial Planner™Karen O'BrienExecutive AssistantSheryl DetombeurExecutive AssistantMarty McGinleyWealth Management AdvisorSteve LiebermanFounder and Senior Managing Director of The Private Client Group ~ WM LLCDeanna BreakeyOperations ManagerAndrea OrlandoCertified Financial Planner/Wealth AdvisorJoel KuglerMarketing Director for David Chepauskas CFP®Christian BonnesenSenior Financial ConsultantDeardra EvansSenior trade desk specialistEllen SpringerAdministrative AssitantCliff LosenNetwork AdministratorGreg EspositoSenior Wealth AdvisorMichael AloiCertified Financial PlannerRobert BeckettFinancial AdvisorLillian FedderAdministrative AssistantSteve PfundsteinDirector of Information TechnologyPatricia SingLicenisngJessie MarmolejoSenior Investment Coordinator/ SupervisorMichael DempseyMarketing CoordinatorRobert SeijasInternPat WatsonVice PresidentPaul ThompsonParaplannerKevin RexPrincipalKenan KashlanSr. Financial ConsultantDavid ChepauskasPrincipalMichael CoreSales Development ManagerKim KushelExecutive AssistantNeil CashesWealth Management AdvisorRussell SmithFinancial AdvisorPatricia WilkinsonInsurance CoordinatorJustin ErferWealth Management AdvisorMara StemplerChief Financial Officer and Vice PresidentSteven FlandersWealth Management AdvisorDaniel CohenInvestment AnalystVincent ParisiFinancial CounselorBridget ProvinsalExecutive AssistantKenneth DurfeePrincipalVictor MaccagnanWealth Advisor (Conway Wealth Group, LLC)Dennis MazurkiewiczFinancial AnalystBrian NolanRegistered RepresentativeDavid CfpPrincipalMichael LariviereSenior Manager - Investment, Insurance and Client Service Management - Rex Global Wealth ManagementFrank RinaldiEx DirectorGeorge RiosecoFinancial AdvisorKristen CirasaAdministrative AssistantTom MichelinSystems AdministratorDrew MossPrincipalSterling PierreMarketing Assistant