Summit Brokerage Services
Description
Address: 350 W 57th St, New York, NY 10019 Phone: (917) 589-1565Place name: Hours: : : : : Website: Category: : : Website: https://www.summitbrokerage.com/ Category: Services Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Summit Brokerage Services, Inc. Posting publicly on the Web Write a review Reviews Be the first to review
Summit Brokerage Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Summit Brokerage Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Summit Brokerage Services Employees
Employee
Years
Job
Industry
Manuel Velez, MBA Manuel Velez, MBA's Summit Brokerage Services Experience May 2010 - April 2011
Job National Recruiter at Investacorp, Inc.
Industry Marketing and Advertising
Experience
Investacorp, Inc. April 2011 - Present
Summit Brokerage Services May 2010 - April 2011
Everglades University May 2009 - December 2010
Polo Ralph Lauren February 2008 - December 2008
Ballard Designs August 2007 - January 2008
Big Nutrition April 2007 - August 2007
Viktoria's Catering March 2005 - August 2007
Skills
Leadership, Marketing, Marketing Strategy, Management, Sales, Market Research, Entrepreneurship, Retail, Customer Satisfaction, Team Management, Time Management, Copywriting, Event Planning, Small Business, Social Networking, Social Media Marketing, Customer Service, Financial Services, Event Management, Microsoft Office, TQM, Social Media, Training, Public Speaking, Team Building, Budgets, Leadership Development, Cold Calling, PowerPoint, Organizational..., Outlook, Coaching, Strategic Planning, Nonprofits, Microsoft Excel, Analysis, Business Development, Recruiting, Strategy, New Business Development, Finance, Fundraising, Human Resources, Public Relations, Employee Benefits
Education
Nova Southeastern University 2005 — 2007
MBA, Marketing & Strategic Analysis
University of Central Florida 1997 — 2002
Bachelor of Arts, Organizational Communication
Investacorp, Inc. April 2011 - Present
Summit Brokerage Services May 2010 - April 2011
Everglades University May 2009 - December 2010
Polo Ralph Lauren February 2008 - December 2008
Ballard Designs August 2007 - January 2008
Big Nutrition April 2007 - August 2007
Viktoria's Catering March 2005 - August 2007
Skills
Leadership, Marketing, Marketing Strategy, Management, Sales, Market Research, Entrepreneurship, Retail, Customer Satisfaction, Team Management, Time Management, Copywriting, Event Planning, Small Business, Social Networking, Social Media Marketing, Customer Service, Financial Services, Event Management, Microsoft Office, TQM, Social Media, Training, Public Speaking, Team Building, Budgets, Leadership Development, Cold Calling, PowerPoint, Organizational..., Outlook, Coaching, Strategic Planning, Nonprofits, Microsoft Excel, Analysis, Business Development, Recruiting, Strategy, New Business Development, Finance, Fundraising, Human Resources, Public Relations, Employee Benefits
Education
Nova Southeastern University 2005 — 2007
MBA, Marketing & Strategic Analysis
University of Central Florida 1997 — 2002
Bachelor of Arts, Organizational Communication
Brian Kovener, MBA's Summit Brokerage Services Experience September 2009 - January 2011
Job Director of Recruiting at Investacorp, Inc.
Industry Financial Services
Experience
Investacorp, Inc. January 2011 - Present
Summit Brokerage Services September 2009 - January 2011
LPL Financial January 2009 - September 2009
Mutual Service Corporation 2006 - 2009
Morgan Stanley May 2005 - August 2006
Skills
Social Networking, Recruitment/Retention, New Business Development, Customer Relations, Cold Calling, Time Management, Health, Business Development, Customer Service, Public Speaking, Marketing Strategy, Brand Development, Finance, Contract Negotiation, Team Leadership, Leadership, Recruiting, Marketing, Customer Satisfaction, Social Media Marketing, Management, Sales, Financial Services, Strategy, Entrepreneurship, Securities, Training, Coaching, Sales Operations, Portfolio Management, Strategic Financial..., Small Business, Series 7, Wealth Management, Series 63, Retirement Planning, Asset Allocation, Investments, Series 24, Financial Advisory, Mutual Funds, Investment Advisory, 401k, FINRA, Competitive Analysis, Retirement, Fixed Annuities, Uniform Combined State..., Series 6, Asset Management
Education
Florida Atlantic University 2003 — 2005
MBA, Sports Management
University of Central Florida 1998 — 2003
BSBA, Marketing
Investacorp, Inc. January 2011 - Present
Summit Brokerage Services September 2009 - January 2011
LPL Financial January 2009 - September 2009
Mutual Service Corporation 2006 - 2009
Morgan Stanley May 2005 - August 2006
Skills
Social Networking, Recruitment/Retention, New Business Development, Customer Relations, Cold Calling, Time Management, Health, Business Development, Customer Service, Public Speaking, Marketing Strategy, Brand Development, Finance, Contract Negotiation, Team Leadership, Leadership, Recruiting, Marketing, Customer Satisfaction, Social Media Marketing, Management, Sales, Financial Services, Strategy, Entrepreneurship, Securities, Training, Coaching, Sales Operations, Portfolio Management, Strategic Financial..., Small Business, Series 7, Wealth Management, Series 63, Retirement Planning, Asset Allocation, Investments, Series 24, Financial Advisory, Mutual Funds, Investment Advisory, 401k, FINRA, Competitive Analysis, Retirement, Fixed Annuities, Uniform Combined State..., Series 6, Asset Management
Education
Florida Atlantic University 2003 — 2005
MBA, Sports Management
University of Central Florida 1998 — 2003
BSBA, Marketing
KT Fereday KT Fereday's Summit Brokerage Services Experience February 2011 - August 2011
Job 1st Vice President, New Business Development, National Planning Corporation
Industry Financial Services
Experience
Advisor Planning Solutions August 2011 - June 2012
Summit Brokerage Services February 2011 - August 2011
Royal Alliance Associates October 2008 - February 2011
First Allied Securities, Inc. July 2007 - July 2008
National Planning Corporation September 1998 - May 2007
Calvert Securities March 1993 - September 1998
Skills
Series 63, Series 24, Recruiting, Business Development, FINRA, Series 7, Financial Advisory, Exceptional People..., Investment Advisory, Financial Services, Collaborative Problem..., Investments, Asset Allocation, Tenacious Work Ethic, Wealth Management, Retirement, Retirement Planning, Securities, Uniform Combined State..., Mutual Funds, 401k
Education
University of Maryland University College 1992 — 1995
Advisor Planning Solutions August 2011 - June 2012
Summit Brokerage Services February 2011 - August 2011
Royal Alliance Associates October 2008 - February 2011
First Allied Securities, Inc. July 2007 - July 2008
National Planning Corporation September 1998 - May 2007
Calvert Securities March 1993 - September 1998
Skills
Series 63, Series 24, Recruiting, Business Development, FINRA, Series 7, Financial Advisory, Exceptional People..., Investment Advisory, Financial Services, Collaborative Problem..., Investments, Asset Allocation, Tenacious Work Ethic, Wealth Management, Retirement, Retirement Planning, Securities, Uniform Combined State..., Mutual Funds, 401k
Education
University of Maryland University College 1992 — 1995
Bill Hayes, CPA, MBA's Summit Brokerage Services Experience February 2011 - September 2011
Job Assistant Controller at AVM, LP
Industry Investment Banking
Experience
AVM, LP March 2014 - Present
Chemoil Corporation April 2013 - January 2014
Metropolitan Health Networks, Inc. November 2011 - April 2013
Summit Brokerage Services February 2011 - September 2011
Tridien Medical August 2009 - February 2011
Destination Rewards November 2006 - August 2009
Lydian Data Services March 2006 - November 2006
Century Communications October 2004 - March 2006
Skills
QuickBooks, Microsoft Excel, Great Plains Software, FRx, PowerPoint, Access, ProSeries, Crystal Reports, Networking, Information Technology, FAS, Auditing, Analysis, Cost Accounting, Management, Budgets, Internal Audit, Forecasting, Financial Statements, Accounting, Financial Reporting, Finance, Internal Controls, Sarbanes-Oxley Act
Education
Florida Atlantic University 2007 — 2009
MBA, Accounting
Florida Atlantic University 2005 — 2007
Bachelor of Business Administration, Accounting
AVM, LP March 2014 - Present
Chemoil Corporation April 2013 - January 2014
Metropolitan Health Networks, Inc. November 2011 - April 2013
Summit Brokerage Services February 2011 - September 2011
Tridien Medical August 2009 - February 2011
Destination Rewards November 2006 - August 2009
Lydian Data Services March 2006 - November 2006
Century Communications October 2004 - March 2006
Skills
QuickBooks, Microsoft Excel, Great Plains Software, FRx, PowerPoint, Access, ProSeries, Crystal Reports, Networking, Information Technology, FAS, Auditing, Analysis, Cost Accounting, Management, Budgets, Internal Audit, Forecasting, Financial Statements, Accounting, Financial Reporting, Finance, Internal Controls, Sarbanes-Oxley Act
Education
Florida Atlantic University 2007 — 2009
MBA, Accounting
Florida Atlantic University 2005 — 2007
Bachelor of Business Administration, Accounting
Richard Merritt Richard Merritt's Summit Brokerage Services Experience December 2006 - May 2008
Job First Vice President Business Development at H. Beck, Inc.
Industry Financial Services
Experience
H. Beck, Inc. May 2008 - Present
Summit Brokerage Services December 2006 - May 2008
Alex. Brown & Sons 1994 - 1998
Skills
Series 7, Series 63, Series 24
Education
Monmouth University 1985 — 1990
B.S., Finance, Economics
H. Beck, Inc. May 2008 - Present
Summit Brokerage Services December 2006 - May 2008
Alex. Brown & Sons 1994 - 1998
Skills
Series 7, Series 63, Series 24
Education
Monmouth University 1985 — 1990
B.S., Finance, Economics
Suzanne Dubay Suzanne Dubay's Summit Brokerage Services Experience January 2000 - January 2003
Job Specialty Sales Representative II Cardiovascular at Boehringer Ingelheim
Industry Pharmaceuticals
Experience
Boehringer Ingelheim Specialty Sales Representative II - CardiovascularBoehringer IngelheimMarch 2015 - Present
Boehringer Ingelheim March 2012 - March 2015
BOEHRINGER-INGELHEIM- VENTIV PHARMACEUTICAL PARTNERSHIP October 2010 - February 2012
Eli Lilly- Quintiles Pharmaceutical Partnership June 2004 - December 2009
2004-2008 June 2004 - December 2009
SUMMIT BROKERAGE SERVICES January 2000 - January 2003
BRP January 1996 - January 1999
SHARP PERINATAL CENTER January 1993 - January 1996
Southwestern Cable TV 1980 - 1990
Skills
Sales Operations, Pharmaceutical Sales, Product Launch, Strategic Planning, Sales, Diabetes, Pharmaceutical Industry, Leadership
Education
Florida Metropolitan University 1999 — 2003
BS, Computer Information Science
CMR INSTITUTE
Boehringer Ingelheim Specialty Sales Representative II - CardiovascularBoehringer IngelheimMarch 2015 - Present
Boehringer Ingelheim March 2012 - March 2015
BOEHRINGER-INGELHEIM- VENTIV PHARMACEUTICAL PARTNERSHIP October 2010 - February 2012
Eli Lilly- Quintiles Pharmaceutical Partnership June 2004 - December 2009
2004-2008 June 2004 - December 2009
SUMMIT BROKERAGE SERVICES January 2000 - January 2003
BRP January 1996 - January 1999
SHARP PERINATAL CENTER January 1993 - January 1996
Southwestern Cable TV 1980 - 1990
Skills
Sales Operations, Pharmaceutical Sales, Product Launch, Strategic Planning, Sales, Diabetes, Pharmaceutical Industry, Leadership
Education
Florida Metropolitan University 1999 — 2003
BS, Computer Information Science
CMR INSTITUTE
Michael Dujovne Michael Dujovne's Summit Brokerage Services Experience September 2000 - August 2002
Job Attorney at Volk Law Offices, P.A.
Industry Law Practice
Experience
Volk Law Offices, P.A. September 2002 - Present
Summit Brokerage Services September 2000 - August 2002
Michael E. Dujovne, Attorney at Law April 1994 - September 2000
Skills
Board Ceritified in..., Litigation, Real Estate, Commercial Litigation, Real Estate Transactions, Commercial Real Estate, Civil Litigation, Foreclosures and..., Foreclosures, Foreclosure Defense and..., Collections and Jugment..., Business Transactions, Construction Lien Law, Association Lien Law, Homestead Law, Construction Law, Legal Research, Appeals, Legal Advice, Courts, Public Speaking, Trials, Legal Writing, Mediation, Licensing, Insurance, Leases, Negotiation
Education
Georgetown University Law Center 1988 — 1991
Juris Doctor, Law
University of Miami 1984 — 1988
Bachelor of Arts (B.A.), History and English
University of Kent 1986 — 1987
History and English
Volk Law Offices, P.A. September 2002 - Present
Summit Brokerage Services September 2000 - August 2002
Michael E. Dujovne, Attorney at Law April 1994 - September 2000
Skills
Board Ceritified in..., Litigation, Real Estate, Commercial Litigation, Real Estate Transactions, Commercial Real Estate, Civil Litigation, Foreclosures and..., Foreclosures, Foreclosure Defense and..., Collections and Jugment..., Business Transactions, Construction Lien Law, Association Lien Law, Homestead Law, Construction Law, Legal Research, Appeals, Legal Advice, Courts, Public Speaking, Trials, Legal Writing, Mediation, Licensing, Insurance, Leases, Negotiation
Education
Georgetown University Law Center 1988 — 1991
Juris Doctor, Law
University of Miami 1984 — 1988
Bachelor of Arts (B.A.), History and English
University of Kent 1986 — 1987
History and English
Fred Fram Fred Fram's Summit Brokerage Services Experience January 2010 - Present
Job Executive Vice President, Compliance & Operations at Summit Brokerage Services
Industry Financial Services
Experience
Summit Brokerage Services January 2010 - Present
Stanford Financial Receivership February 2009 - January 2010
Stanford Group Company June 2006 - February 2009
National Planning Corporation August 2003 - April 2006
National Planning Corporation May 1998 - July 2003
American General Securities Incorporated August 1990 - May 1998
MidFirst Bank 1988 - 1990
Skills
Series 7, Series 24, Securities, Investment Advisory, Series 63, Mutual Funds, Investments, Strategic Financial..., Equities, Alternative Investments, FINRA, Portfolio Management, Asset Allocation, Retirement Planning, USA PATRIOT Act, Compliance, ETFs, Introducing..., Risk Management, Hedge Funds, Financial Services, Leadership, Fixed Income, Series 65, Uniform Combined State..., Financial Advisory, Investment Strategies, Leadership Development, Bonds, Due Diligence, Retirement, Trading, Fixed Annuities, Options, Investment Management, 401k, Estate Planning, Wealth Management..., Series 6
Education
The University of Texas at Austin - Red McCombs School of Business 1985 — 1987
MBA, Finance
The University of Texas at Austin 1981 — 1985
BBA, Finance
Summit Brokerage Services January 2010 - Present
Stanford Financial Receivership February 2009 - January 2010
Stanford Group Company June 2006 - February 2009
National Planning Corporation August 2003 - April 2006
National Planning Corporation May 1998 - July 2003
American General Securities Incorporated August 1990 - May 1998
MidFirst Bank 1988 - 1990
Skills
Series 7, Series 24, Securities, Investment Advisory, Series 63, Mutual Funds, Investments, Strategic Financial..., Equities, Alternative Investments, FINRA, Portfolio Management, Asset Allocation, Retirement Planning, USA PATRIOT Act, Compliance, ETFs, Introducing..., Risk Management, Hedge Funds, Financial Services, Leadership, Fixed Income, Series 65, Uniform Combined State..., Financial Advisory, Investment Strategies, Leadership Development, Bonds, Due Diligence, Retirement, Trading, Fixed Annuities, Options, Investment Management, 401k, Estate Planning, Wealth Management..., Series 6
Education
The University of Texas at Austin - Red McCombs School of Business 1985 — 1987
MBA, Finance
The University of Texas at Austin 1981 — 1985
BBA, Finance
Michael Hill, Esq. Michael Hill, Esq.'s Summit Brokerage Services Experience November 2005 - August 2010
Job Managing Partner at Menzer & Hill, P.A.
Industry Law Practice
Experience
Menzer & Hill, P.A. 2010 - Present
Summit Brokerage Services November 2005 - August 2010
TradeStation Securities April 1999 - November 2005
724th Military Police BN 1998 - 2000
American Express Financial Advisors January 1998 - March 1999
Spear, Leeds & Kellogg October 1994 - March 1996
4-3 ADA, Kitzingen, Germany 1991 - 1993
Skills
Securities Regulation, FINRA, Securities, Strategic Financial..., Leadership, Securities Litigation, Alternative Dispute..., Broker-Dealer, Management, Finance, Estate Planning, Corporate Governance, Dispute Resolution
Education
Nova Southeastern University Shepard Broad College of Law 2002 — 2006
JD, Law
United States Military Academy at West Point 1986 — 1990
BS, Mechanical Engineering (Aerospace Systems)
Menzer & Hill, P.A. 2010 - Present
Summit Brokerage Services November 2005 - August 2010
TradeStation Securities April 1999 - November 2005
724th Military Police BN 1998 - 2000
American Express Financial Advisors January 1998 - March 1999
Spear, Leeds & Kellogg October 1994 - March 1996
4-3 ADA, Kitzingen, Germany 1991 - 1993
Skills
Securities Regulation, FINRA, Securities, Strategic Financial..., Leadership, Securities Litigation, Alternative Dispute..., Broker-Dealer, Management, Finance, Estate Planning, Corporate Governance, Dispute Resolution
Education
Nova Southeastern University Shepard Broad College of Law 2002 — 2006
JD, Law
United States Military Academy at West Point 1986 — 1990
BS, Mechanical Engineering (Aerospace Systems)
David Shrum David Shrum's Summit Brokerage Services Experience August 2004 - January 2007
Job Business Consultant
Industry Management Consulting
Experience
Shrum Consulting Group June 2012 - Present
Colonial Life March 2012 - June 2012
English Academy of Rio November 2010 - December 2011
Brameri January 2008 - November 2011
GLOBALEYE BRAZIL January 2010 - January 2011
Mahoney & Associates January 2007 - March 2009
Summit Brokerage Services August 2004 - January 2007
RSM McGladrey June 2003 - November 2004
Mutual of America February 1999 - May 2003
Merrill Lynch April 1996 - January 1999
Skills
Wealth Management, Negotiation, Real Estate, Management, Retirement Planning, Coaching, Benefits Administration
Education
University of Illinois at Urbana-Champaign 1974 — 1976
Indiana State University
Shrum Consulting Group June 2012 - Present
Colonial Life March 2012 - June 2012
English Academy of Rio November 2010 - December 2011
Brameri January 2008 - November 2011
GLOBALEYE BRAZIL January 2010 - January 2011
Mahoney & Associates January 2007 - March 2009
Summit Brokerage Services August 2004 - January 2007
RSM McGladrey June 2003 - November 2004
Mutual of America February 1999 - May 2003
Merrill Lynch April 1996 - January 1999
Skills
Wealth Management, Negotiation, Real Estate, Management, Retirement Planning, Coaching, Benefits Administration
Education
University of Illinois at Urbana-Champaign 1974 — 1976
Indiana State University
Sander Ressler's Summit Brokerage Services Experience November 2010 - July 2011
Job Broker/Dealer Consultant and Expert Witness for securities arbitrations
Industry Financial Services
Experience
Your Securities Consultants, LLC June 2011 - Present
EMG Capital, LLC June 2012 - July 2014
Summit Brokerage Services November 2010 - July 2011
Newedge Group, LLC November 2008 - November 2010
Deloitte & Touche LLP February 2006 - August 2008
Multi-Financial Securities Corp September 2003 - October 2005
AIG American General March 2000 - March 2003
Securities America (an American Express Company) 1998 - 2000
Barber & Bronson 1996 - 1997
JW CHARLES 1988 - 1992
Skills
Expert witness in..., Writing policies and..., Testing for annual BD..., Conducting independent..., Securities, FINRA, Series 7, Compliance, Investment Advisory, Mutual Funds, AML, Hedge Funds, Asset Management, Wealth Management, Series 63, Investments, Securities Regulation, Equities, Alternative Investments, Options, Portfolio Management, Insurance, Financial Services, Series 24, SEC, Risk Management, Due Diligence, Capital Markets
Education
Florida State University - College of Business 1981 — 1985
Bachelor of Science, Investment Finance
Your Securities Consultants, LLC June 2011 - Present
EMG Capital, LLC June 2012 - July 2014
Summit Brokerage Services November 2010 - July 2011
Newedge Group, LLC November 2008 - November 2010
Deloitte & Touche LLP February 2006 - August 2008
Multi-Financial Securities Corp September 2003 - October 2005
AIG American General March 2000 - March 2003
Securities America (an American Express Company) 1998 - 2000
Barber & Bronson 1996 - 1997
JW CHARLES 1988 - 1992
Skills
Expert witness in..., Writing policies and..., Testing for annual BD..., Conducting independent..., Securities, FINRA, Series 7, Compliance, Investment Advisory, Mutual Funds, AML, Hedge Funds, Asset Management, Wealth Management, Series 63, Investments, Securities Regulation, Equities, Alternative Investments, Options, Portfolio Management, Insurance, Financial Services, Series 24, SEC, Risk Management, Due Diligence, Capital Markets
Education
Florida State University - College of Business 1981 — 1985
Bachelor of Science, Investment Finance
Jon Alin's Summit Brokerage Services Experience July 2010 - May 2014
Job Senior Financial Advisor at The Alin Financial Group
Industry Financial Services
Experience
The Alin Financial Group May 2014 - Present
Summit Brokerage Services July 2010 - May 2014
Raymond James Financial Services October 2002 - July 2010
Wachovia Securities 1999 - 2002
Prudential Securities 1993 - 1999
Lexis/Nexis 1990 - 1993
Skills
Series 7, Investments, Securities, Retirement Planning, Series 63, Estate Planning, Investment Advisory, Mutual Funds, Asset Management, Fixed Income, Equities, Strategic Financial..., 401(k) Plans
Education
Emory University 1985 — 1989
BA, Political Science
Ardsley High School 1981 — 1985
The Alin Financial Group May 2014 - Present
Summit Brokerage Services July 2010 - May 2014
Raymond James Financial Services October 2002 - July 2010
Wachovia Securities 1999 - 2002
Prudential Securities 1993 - 1999
Lexis/Nexis 1990 - 1993
Skills
Series 7, Investments, Securities, Retirement Planning, Series 63, Estate Planning, Investment Advisory, Mutual Funds, Asset Management, Fixed Income, Equities, Strategic Financial..., 401(k) Plans
Education
Emory University 1985 — 1989
BA, Political Science
Ardsley High School 1981 — 1985
Mindy Marble's Summit Brokerage Services Experience February 2009 - September 2010
Job Corporate Communications and Training at Kovack Securities
Industry Marketing and Advertising
Experience
Kovack Securities March 2011 - Present
Summit Brokerage Services February 2009 - September 2010
Mutual Service Corporation, An LPL Financial affiliate August 1997 - January 2009
Moroso Motorsports Park February 1996 - August 1997
Skills
Retirement Planning, Training, Mutual Funds, Time Management, Newsletters, Series 7, Marketing, Securities, Budgets, Investments, Corporate Communications
Education
Bowling Green State University 1991 — 1995
Bachelor Degree in Business Administration
Kovack Securities March 2011 - Present
Summit Brokerage Services February 2009 - September 2010
Mutual Service Corporation, An LPL Financial affiliate August 1997 - January 2009
Moroso Motorsports Park February 1996 - August 1997
Skills
Retirement Planning, Training, Mutual Funds, Time Management, Newsletters, Series 7, Marketing, Securities, Budgets, Investments, Corporate Communications
Education
Bowling Green State University 1991 — 1995
Bachelor Degree in Business Administration
Barbara J Huston's Summit Brokerage Services Experience February 2010 - January 2012
Job President, Altrusa Int'l of Mansfield, Oh
Industry Nonprofit Organization Management
Experience
Summit Brokerage Services February 2010 - January 2012
LPL Financial Services January 2004 - December 2009
Education
Ashland University 1961 — 1964
Summit Brokerage Services February 2010 - January 2012
LPL Financial Services January 2004 - December 2009
Education
Ashland University 1961 — 1964
Susan Macpherson's Summit Brokerage Services Experience 1999 - 2003
Job Accountant
Industry Accounting
Experience
Berman Hopkins Wright & LaHam, CPAs and Associates, LLP July 2014 - Present
Susan's Support $ervices August 2009 - Present
Omega Community Management November 2012 - March 2014
Southern Photo January 2013 - April 2013
MoneyTrax, Inc February 2007 - January 2010
Summit Brokerage Services 1999 - 2003
Skills
Accounts Payable, Accounts Receivable, Accounting, Bookkeeping, General Ledger, Fixed Assets, Journal Entries, Accruals, Small Business, GAAP, Account Reconciliation, Financial Statements, Bank Reconciliation, Variance Analysis, Full Charge Accounting...
Education
University of Central Florida - College of Business Administration 2004 — 2010
BS, Accounting
Berman Hopkins Wright & LaHam, CPAs and Associates, LLP July 2014 - Present
Susan's Support $ervices August 2009 - Present
Omega Community Management November 2012 - March 2014
Southern Photo January 2013 - April 2013
MoneyTrax, Inc February 2007 - January 2010
Summit Brokerage Services 1999 - 2003
Skills
Accounts Payable, Accounts Receivable, Accounting, Bookkeeping, General Ledger, Fixed Assets, Journal Entries, Accruals, Small Business, GAAP, Account Reconciliation, Financial Statements, Bank Reconciliation, Variance Analysis, Full Charge Accounting...
Education
University of Central Florida - College of Business Administration 2004 — 2010
BS, Accounting
Gordon Jahnig's Summit Brokerage Services Experience September 2009 - Present
Job Director of Sales Support at Summit Brokerage Services, Inc
Industry Financial Services
Experience
Summit Brokerage Services September 2009 - Present
Mutual Service Corporation/LPL November 1990 - October 2009
Mutual Service Corporation 1990 - 2009
Mutual Service Corp affliated with LPL Financial Services 1990 - 2009
Skills
Mutual Funds, Marketing, Financial Advisory, Wealth Management, Investments, Retirement Planning, Securities, Investment Advisory, Alternative Investments, Strategic Financial..., Financial Services, Asset Management
Education
University of Florida 1977 — 1984
Finance, General
Summit Brokerage Services September 2009 - Present
Mutual Service Corporation/LPL November 1990 - October 2009
Mutual Service Corporation 1990 - 2009
Mutual Service Corp affliated with LPL Financial Services 1990 - 2009
Skills
Mutual Funds, Marketing, Financial Advisory, Wealth Management, Investments, Retirement Planning, Securities, Investment Advisory, Alternative Investments, Strategic Financial..., Financial Services, Asset Management
Education
University of Florida 1977 — 1984
Finance, General
Susan Macpherson's Summit Brokerage Services Experience March 2000 - May 2003
Job Accountant at Synthis Corporation
Industry Computer Software
Experience
Synthis Corporation March 2011 - Present
Summit Brokerage Services March 2000 - May 2003
Education
University of Central Florida - College of Business Administration 2006 — 2010
Bachelor's Degree, Accounting
Brevard Community College
Associate of Arts (AA), Business Administration and Management, General
Synthis Corporation March 2011 - Present
Summit Brokerage Services March 2000 - May 2003
Education
University of Central Florida - College of Business Administration 2006 — 2010
Bachelor's Degree, Accounting
Brevard Community College
Associate of Arts (AA), Business Administration and Management, General