Summit Brokerage Services, Inc.

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Summit Brokerage Services, Inc. Employees

Employee
Years
Job
Industry
Tiffany Chamberlain, CIDA Tiffany Chamberlain, CIDA Greater Atlanta Area Details
Tiffany Chamberlain, CIDA's Summit Brokerage Services, Inc. Experience 2011 - 2011
Job Managing Director, Polaris Compliance Consulting, LLC
Industry Financial Services
Experience
Polaris Compliance Consulting, LLC   January 2012 - Present
Premier Consulting Partners   2011 - 2012
Summit Brokerage Services, Inc.   2011 - 2011
Regions Morgan Keegan  2008 - 2011
KPMG  2006 - 2008
National Association of Securities Dealers (now known as FINRA)   2003 - 2006

Skills
Investment Advisory, Compliance, Audit, Internal Controls, AML, Brokerage, CIDA, Compliance Audits, SEC compliance, Regulatory Requirements, Regulatory Reporting, Regulatory Filings, Regulatory Risk, Big 4, Internal Audit, Development Of Policies, Wall Street, Investment Products, Securities, SEC reporting, Registered Investment..., Group Presentations, Risk Management, Risk Assessment, Staff Training, Bank Secrecy Act, USA PATRIOT Act, SEC regulations, Regulatory Submissions, Report Writing, Procedure Manuals, Procedure Development, OFAC, FINRA, Securities Regulation, Membership Services, Branch Audits, Manual Testing, Credit Derivatives, Staff Management, Mock Regulatory..., Compliance Consulting, Risk Mitigation, Risk Analysis, Financial Reporting, Fixed Income Products, Equities, Investments, Options, Broker-Dealer

Education
Governors State University   2000 — 2000
Accounting, Accounting

The University of Tennessee at Chattanooga   1993 — 1997
Accounting

Charles O'Kelley Charles O'Kelley Tampa, Florida Details
Charles O'Kelley's Summit Brokerage Services, Inc. Experience October 1972 - Present
Job CFP at Summit Brokerage Services, Inc.
Industry Financial Services
Experience
Summit Brokerage Services, Inc.   October 1972 - Present
Merrill Lynch  October 1976 - October 1980
Wachovia Bank  October 1972 - October 1976

Skills
Series 7, Investments, Retirement Planning, Strategic Financial..., Mutual Funds, Securities, Portfolio Management, Investment Advisory, Wealth Management, Equities, Series 63, Asset Management

Education
University of North Carolina at Chapel Hill   1967 — 1971
Bachelor of Arts (B.A.), Political Science and Government

Alan Jenkins Alan Jenkins Saint Petersburg, Florida Details
Alan Jenkins's Summit Brokerage Services, Inc. Experience May 2008 - December 2010
Job Financial Consultant, Calton & Associates, Inc
Industry Financial Services
Experience
Calton & Associates, Inc.   December 2010 - Present
Happy Hour Network   May 1993 - Present
Summit Brokerage Services, Inc.   May 2008 - December 2010
Brecek & Young  December 2008 - 2009
Brookstreet Securities  July 2006 - December 2008

Skills
Securities, Investments, IRAs, 401k, Mutual Funds, Life Insurance, Strategic Financial..., Retirement, Alternative Investments, Retirement Planning, Insurance, Series 7, Series 63, Variable Annuities, Fixed Annuities, Standards Compliance, Due Diligence, Risk Management, Long Term Care Insurance, Disability Insurance, Health Insurance, Long-term Care, Estate Planning, Equipment Leasing, REIT, Private Placements, Business Development..., Oil & Gas Companies, 1031 Exchanges, Unit Investment Trusts, Property & Casualty..., Financial Analysis, Small Business, Business Networking, Event Planning, Event Producing, Social Networking, Medicare Supplements, Medicare Advantage, Solar Power

Education
Florida State University - College of Business   1980 — 1981
Business, Risk Management/Insurance, Business Law

St. Petersburg College
Associate in Arts, Business Administration and Management, General

St Petersburg High School
Diploma, Business

Rinat Ergas Rinat Ergas Greater New Orleans Area Details
Rinat Ergas's Summit Brokerage Services, Inc. Experience June 2012 - June 2014
Job at
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA)   July 2014 - Present
Summit Brokerage Services, Inc.   June 2012 - June 2014
Florida State University  January 2010 - April 2012
Best Buddies International  May 2011 - July 2011
Thyssenkrup Elevators   May 2009 - August 2009
Lucid Marine LLC   May 2007 - August 2007

Education
Florida State University   2008 — 2012
Bachelor of Science, Finance & Marketing

Florida State University - College of Business   2008 — 2012
Bachelor of Science (BS), Marketing

Kimberly (Crichton) Enders CFP Kimberly (Crichton) Enders CFP Greater Detroit Area Details
Kimberly (Crichton) Enders CFP's Summit Brokerage Services, Inc. Experience September 2015 - Present
Job Registered Principal & CERTIFIED FINANCIAL PLANNER™ Practitioner
Industry Financial Services
Experience
Summit Brokerage Services, Inc.   September 2015 - Present
J.P. Turner & Company, LLC (Member SIPC) 8344 Hall Road, Suite 211, Utica MI 48617   December 2008 - September 2015
ING Financial Partners  2003 - 2008
Morgan Stanley  February 2000 - February 2003
JPMorgan Chase  1997 - December 2000
ING Investment Management  January 1995 - January 1997

Skills
Retirement Planning, Series 24, Series 7, Wealth Management, Financial Planning

Education
Northwestern University   2014 — 2014
Certificate in Personal Financial Planning, Financial Planning and Services

Michigan State University   1991 — 1995
BA, Psychology

Nicholas Bertell ChFC® Nicholas Bertell ChFC® Redding, California Area Details
Nicholas Bertell ChFC®'s Summit Brokerage Services, Inc. Experience 2008 - 2012
Job Financial Advisor at Redwood Coast Financial Partners
Industry Marketing and Advertising
Experience
Redwood Coast Financial Partners   April 2008 - Present
Summit Brokerage Services, Inc.   2008 - 2012
Morgan Stanley  2007 - 2008
US Bank  2006 - 2007

Skills
Hedge Funds, Asset Managment, Securities, Financial Services, Asset Allocation, FINRA, Financial Advisory, Marketing, Finance, Strategic Financial..., Investments, Business Strategy, Cash Management, Options, Investment Advisory, Strategy, Series 7, Retirement Planning, Business Planning, Business Development, Strategic Planning, Mutual Funds, Series 24, Series 66

Education
Humboldt State University   2000 — 2002
BS, Business Management

Aji Network - BPC 52

Business Professionals Course
Bachelor of Science (BS), Business Administration and Management, General

The American College
Chartered Financial Consultant®, Financial Planning

Carter Mecham Carter Mecham Miami/Fort Lauderdale Area Details
Carter Mecham's Summit Brokerage Services, Inc. Experience January 2013 - Present
Job CFO at Summit Brokerage Services, Inc.
Industry Financial Services
Experience
Summit Brokerage Services, Inc.   January 2013 - Present
Advanced Equities  October 2012 - January 2013
Advanced Equities  December 2010 - September 2012
Advanced Equities  August 2007 - December 2010

Skills
Series 7, Series 27, Financial Audits, Microsoft Excel, Access, Compliance11, Capital IQ, Quickbooks, PeopleSoft, Financial Reporting, Financial Modeling, Expense Management, Expense Allocation, Expense Budget..., Budget Process, Budget, Operating Budgets, Budget Reconciliation, Budget Monitoring, Microsoft Word, G/L Reconciliations, Financial Variance..., Variance Explanations, Amortization Schedules, Fixed Asset Depreciation, Consolidated Financial..., Compilation Of..., Financial Statements, Cash Flow Statements, FINRA, Private Equity, Alternative Investments

Education
University of Florida

JOHNSON HOANG JOHNSON HOANG El Segundo, California Details
JOHNSON HOANG's Summit Brokerage Services, Inc. Experience November 2014 - Present
Job Retirement Planner at Summit Brokerage Services
Industry Financial Services
Experience
Summit Brokerage Services, Inc.   November 2014 - Present
Xceed Financial Credit Union  January 2010 - November 2014
JP Morgan Chase  2006 - 2010

Skills
Series 7, Series 63, Series 65, Retirement Income..., Estate Planning, Career Transitions, Retirement Plan..., Securities, Retirement, Fixed Income, Investments, Hedge Funds, Strategic Financial..., Banking, Insurance, Financial Services, FINRA, Investment Advisory, Finance, Mutual Funds, Wealth Management, Retirement Planning, Series 6, Portfolio Management, Financial Advisory, Asset Management, Asset Allocation, Financial Planning

Education
California State University-Long Beach
Bachelor's Degree, Finance, General

Omar Shalabi, CFP® Omar Shalabi, CFP® Columbia, South Carolina Details
Omar Shalabi, CFP®'s Summit Brokerage Services, Inc. Experience November 2010 - Present
Job Financial Advisor at Summit Brokerage Services, Inc.
Industry Financial Services
Experience
Summit Brokerage Services, Inc.   November 2010 - Present
Carolina First Securities   November 1998 - October 2010
A.G. Edwards   March 1997 - November 1998

Skills
CFP®, Certified Financial..., Series 7, Series 63, Series 65, Life Insurance, Disability Insurance, Term Life Insurance, Long Term Care Insurance

Education
University of South Carolina - The Moore School of Business   1991 — 1995
Bachelor of Science (BS), Finance

Berea High School   1987 — 1991

Christine Dellacato Christine Dellacato La Mesa, California Details
Christine Dellacato's Summit Brokerage Services, Inc. Experience July 2013 - Present
Job Branch Manager at Summit Brokerage Services, Inc.
Industry Financial Services
Experience
Summit Brokerage Services, Inc.   July 2013 - Present
LPL Financial  June 1995 - July 2013
Merrill Lynch  October 1989 - May 1995

Skills
Wealth Management, Mutual Funds, Securities, Retirement Planning, Series 7, Strategic Financial..., Investment Advisory, Asset Allocation, Series 63, Investments, Portfolio Management, Asset Managment, Equities, Bonds

Education
Boston University   1984 — 1988
Bachelor of Science, Economics

Edward Barfield, MBA ChFC Edward Barfield, MBA ChFC Greater St. Louis Area Details
Edward Barfield, MBA ChFC's Summit Brokerage Services, Inc. Experience 2010 - 2014
Job Owner/Partner at Veritas Advisors LLC
Industry Financial Services
Experience
Veritas Advisors, LLC   2000 - Present
Summit Brokerage Services, Inc.   2010 - 2014
Grainger  1997 - 1999
Angelica Corporation  1994 - 1997

Skills
Strategic Financial..., Retirement Planning, Life Insurance, Estate Planning, Insurance, Investments, Financial Advisory, Financial Services, Fixed Annuities, Securities, Wealth Management, Retirement, Investment Advisory, Financial Planners, Financial Planning, Investment Management

Education
DePaul University   1998 — 1999
MBA, Economics

Concordia University   1992 — 1994
Bachelor's Degree, Management

Saint Martin de Porres   1974 — 1980

Kirk Knollman Kirk Knollman Cincinnati Area Details
Kirk Knollman's Summit Brokerage Services, Inc. Experience May 2012 - Present
Job CFP® , Summit Brokerage Services
Industry Financial Services
Experience
Summit Brokerage Services, Inc.   May 2012 - Present
Disclosure....   August 2004 - Present
Oppenheimer & Co.   November 2004 - May 2012
Merrill Lynch  May 2001 - November 2004

Skills
Portfolio Management, Asset Allocation, Investment Advisory, Investments, Financial Advisory, Hedge Funds, Strategic Financial..., Fixed Income, Investment Management, Estate Planning, Personal Finance, Long-term Care, Certified Financial..., 24 years in Investment..., Social Media, Securities, Wealth Management, Asset Management, Financial Services, Investment Strategies, Strategic Planning, Leadership, Risk Management, Social Networking

Education
The Ohio State University - The Max M. Fisher College of Business   1981 — 1984
Bachelor of Science (BSc), Business, Management, Marketing, and Related Support Services

Ohio University   1980 — 1981

Colerain HS   1978 — 1980

Breandan Kelly Breandan Kelly Cape Coral, Florida Details
Breandan Kelly's Summit Brokerage Services, Inc. Experience January 2012 - December 2012
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  October 2014 - Present
Wells Fargo  January 2013 - Present
Summit Brokerage Services, Inc.   January 2012 - December 2012
Fifth Third Bank  August 2010 - January 2012

Skills
Series 63, Series 6, Series 7, Life & Health Insurance..., Long Term Care Insurance, Series 66

Education
Sinclair Community College

Lionel Shaw Lionel Shaw San Francisco Bay Area Details
Lionel Shaw's Summit Brokerage Services, Inc. Experience July 2012 - Present
Job Registered Principal, CWS, Summit Financial Group, LLC
Industry Financial Services
Experience
Summit Brokerage Services, Inc.   July 2012 - Present
Wells Fargo Advisors  June 2011 - October 2012
First Allied Securities  March 2004 - July 2011
Wells Fargo Advisors  2001 - 2004
Hoefer & Arnett, Inc.   January 1998 - 2001
JP Morgan  1997 - 1998

Skills
Investments, Equities, Investment Advisory, Series 7, Hedge Funds, Mutual Funds, Securities, Private Equity, Bonds, ETFs, Venture Capital, Wealth Management..., Finance, Fundraising, Wealth Management, Alternative Investments, Retirement Planning, Series 63, Strategic Financial..., Portfolio Management, Series 9 & 10, Banking, Trading, Asset Management, Insurance, Financial Advisory, Brokerage, Estate Planning, Wealth, Investment Strategies, Investment Management, Investment Banking, Valuation, 401k, High Net Worth..., Options, Fixed Income, Series 65, Capital Markets, Financial Services

Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management   1995 — 1997
MBA, Finance

Occidental College   1985 — 1989
BA, English Literature, Thomas Hardy and DH Lawrence

Danielle Rosenberg Danielle Rosenberg West Harrison, New York Details
Danielle Rosenberg's Summit Brokerage Services, Inc. Experience February 2011 - August 2013
Job Wells Fargo Advisors Cutler and Andrews Financial Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  March 2015 - Present
Sony  2013 - 2015
Sony  2013 - 2015
Wells Fargo Advisors  December 2013 - March 2014
Summit Brokerage Services, Inc.   February 2011 - August 2013

Skills
Customer Service, Finance, Management, Investments, Securities, Teamwork, Sales, Microsoft Excel, Mutual Funds, Microsoft Word, Telephone Skills, Budgets, PowerPoint, Leadership, Strategic Planning, Outlook, Financial Analysis, Financial Services, Microsoft Office, Credit, Event Planning, Time Management, Loans, Social Networking, Banking, Financial Modeling, Relationship Management, Marketing, Portfolio Management, Retirement, Insurance

Education
St. Thomas Aquinas College
Bachelor Degree, Marketing/Business

White Plains High School
High School Degree

Terry D. Bahgat, RFC Terry D. Bahgat, RFC Buffalo/Niagara, New York Area Details
Terry D. Bahgat, RFC's Summit Brokerage Services, Inc. Experience June 2004 - September 2010
Job CEO of WealthCFO Payroll | HR | Benefits
Industry Financial Services
Experience
WealthCFO Payroll HR Benefits   January 2013 - Present
Cambridge Investment Research, Inc.   September 2010 - June 2015
Summit Brokerage Services, Inc.   June 2004 - September 2010
Wells Fargo Securities  2000 - September 2004
Prudential Financial  December 1997 - January 2000
MassMutual  February 1995 - December 1997
New York Life  August 1988 - February 1995

Skills
Retirement Planning, Wealth Management, Estate Planning, Investments, Financial Advisory, Financial Services, Investment Advisory, Public Speaking, Payroll, HR Consulting, Strategic Planning, 401k, Small Business, Employee Benefits, Life Insurance, Finance, FINRA, Investment Strategies, Retirement, Mutual Funds, Disability Insurance, Risk Management, Business Planning, Negotiation, Strategic Financial..., Long-term Care, Contract Negotiation, Securities, IRAs, Term Life Insurance, Wealth Accumulation, Series 65, 401k Rollovers, Roth IRA, Financial Planning, Equities, Alternative Investments, Portfolio Management, Long Term Care, Annuities, Succession Planning, Long Term Care Insurance, Bonds, Investment Management, Pensions, Whole Life, Universal Life, College Savings Plans, Estate Tax Planning, Multi-state Payroll...

Education
State University of NY at Fredonia   1982 — 1985
Bachelor of Science (BS), Business/Managerial Economics

State University of New York College at Fredonia   1982 — 1985
Bachelor of Applied Science (B.A.Sc.), Business/Managerial Economics

Shireen Daniels Shireen Daniels Greater Chicago Area Details
Shireen Daniels's Summit Brokerage Services, Inc. Experience 2011 - 2012
Job CERTIFIED FINANCIAL PLANNER™ at Lighthouse Financial Group
Industry Financial Services
Experience
Lighthouse Financial Group, Inc.   August 2009 - Present
Summit Brokerage Services, Inc.   2011 - 2012

Skills
CERTIFIED FINANCIAL..., Retirement Planning, Estate Planning, Certified Divorce..., Series 7, Long-term Care, Life and Health..., Certified College..., Uniform Combined State..., Long Term Care Planning

Education
Loyola University of Chicago
Bachelor of Business Administration (B.B.A.), Marketing, Communications

Ian James Ian James Baton Rouge, Louisiana Area Details
Ian James's Summit Brokerage Services, Inc. Experience October 2011 - July 2014
Job Financial Advisor
Industry Financial Services
Experience
Investacorp, Inc.   July 2014 - Present
Capital Financial Group, LLC  January 2007 - Present
Summit Brokerage Services, Inc.   October 2011 - July 2014
Edward Jones  July 1996 - January 2007
MetLife  January 1995 - July 1996

Skills
Financial Advisory, Retirement Planning, Independent Financial..., Life Insurance, Mutual Funds, Retirement Plan..., 401k Rollovers, Stock Market, Stockbroking, Equity Indexed Annuities, Variable Annuities, Fixed Annuities, Cd, Municipal Bonds, REIT, IRAs, Roth IRA, Traditional IRA, Self Directed IRA, Estate Planning, Personal Financial..., Investments, Strategic Financial..., Portfolio Management, Financial Planners, Investment Advisory, Series 63, Series 7, Retirement, Investment Strategies, ETFs, Series 24, Wealth Management, Securities, Series 6, Wealth, Long Term Care Insurance, Finance, Series 65, Alternative Investments, Investment Management, Asset Management, Life, Fixed Income, Financial Services, Investment Advisory..., Savings, High Net Worth..., Income Protection, Saving for Education

Education
Louisiana State University   2000 — 2004
Master of Business Administration (MBA), Business Administration and Management, General

University of Idaho   1989 — 1994
Bachelor of Science (B.S.), Political Science and Government

Richard K. Azouz Richard K. Azouz Torrance, California Details
Richard K. Azouz's Summit Brokerage Services, Inc. Experience April 2009 - Present
Job Financial Planner at Summit Brokerage Services, Inc.
Industry Financial Services
Experience
Summit Brokerage Services, Inc.   April 2009 - Present
LPL Financial  September 2000 - April 2009

Skills
Securities, Financial Services, Finance, FINRA, Brokerage, Retirement Planning, Investment Advisory, Wealth Management, Strategic Financial..., Mutual Funds, Investments, Series 7, Retirement, Financial Advisory, Estate Planning, Investment Strategies, Asset Allocation, Portfolio Management, Fixed Annuities, Series 63

Education
California State University-Northridge

Camilo Arcila Camilo Arcila Boca Raton, Florida Details
Camilo Arcila's Summit Brokerage Services, Inc. Experience May 2011 - Present
Job Financial Analyst at Summit Brokerage Services, Inc.
Industry Financial Services
Experience
Summit Brokerage Services, Inc.   May 2011 - Present

Skills
Series 7, Series 27, Microsoft Excel

Education
La Trobe University   2007 — 2010
International Business, Finance

Jarad Scher, CPA Jarad Scher, CPA West Palm Beach, Florida Area Details
Jarad Scher, CPA's Summit Brokerage Services, Inc. Experience August 2007 - May 2008
Job Senior Real Estate Analyst
Industry Financial Services
Experience
The Silver Companies   May 2008 - Present
Summit Brokerage Services, Inc.   August 2007 - May 2008
Shavell & Company, P.A.   March 2006 - August 2007
Jenco Management   July 2004 - March 2006
Alloy Media + Marketing  1999 - 2004
Siemens  1998 - 1999

Skills
Financial Modeling, Excel, GAAP Accounting, Financial Analysis, Due Diligence, Financial Reporting, Real Estate, Real Estate Development, Real Estate Investment, Underwriting, Budgeting, Accounting, Forecasting, Asset Management, Microsoft Office, Financial Planning, Microsoft Excel, Real Estate Transactions, Asset Managment, Investment Properties, Strategic Financial..., Budgets, GAAP, Finance, Real Estate Economics, Investments, Mergers & Acquisitions, Commercial Real Estate, Location Intelligence

Education
Nova Southeastern University   2006 — 2008
MBA, Real estate development

James Madison University   1992 — 1996
BBA, Finance

Glen McRary Glen McRary Jupiter, Florida Details
Glen McRary's Summit Brokerage Services, Inc. Experience July 2013 - April 2015
Job COO, Peak Brokerage Services, LLC
Industry Financial Services
Experience
Summit Brokerage Services, Inc.   July 2013 - April 2015
Symetra Investment Services  May 2012 - June 2013
Securities America, Inc. Member FINRA/SIPC   May 2010 - May 2012
Next Financial  September 1998 - April 2010

Skills
Mutual Funds, Series 7, Series 63, FINRA, Investment Advisory, Financial Advisory, Wealth Management, Retirement Planning, Series 24, Investments, Insurance, Strategic Financial...

Education
Old Dominion University   1992 — 1994
BSBA, Finance

Rebekah Rutherford Rebekah Rutherford Boca Raton, Florida Details
Rebekah Rutherford's Summit Brokerage Services, Inc. Experience July 2012 - Present
Job Director of Compliance at Summit Brokerage Services, Inc.
Industry Financial Services
Experience
Summit Brokerage Services, Inc.   July 2012 - Present
Lincoln Investment Planning, Inc.   August 2010 - July 2012
Great American Advisors, Inc.   August 2008 - August 2010
Fifth Third Securities  August 2005 - August 2008

Education
Miami University   1999 — 2004
B.S. in Business Administration, Finance

Nicholas Bliss Nicholas Bliss Cass City, Michigan Details
Nicholas Bliss's Summit Brokerage Services, Inc. Experience January 2012 - July 2014
Job Financial Advisor at Woodbury Financial Services
Industry Financial Services
Experience
Woodbury Financial Services  February 2015 - Present
Summit Brokerage Services, Inc.   January 2012 - July 2014
ProBuild Holdings  July 1999 - December 2012

Skills
401k Rollovers, Retirement Planning, Investments, 401k, Financial Advisory, 403 b, Financial Planners, High Net Worth..., Term Life Insurance, Variable Annuities, Commercial Banking, Strategic Financial..., Banking, Finance, Wealth, Commercial Lending, Loans, Portfolio Management, Asset Management, Investment Advisory, Mutual Funds, Securities, Bonds, Investment Properties, Investment Strategies, Wealth Management, Asset Allocation, Investment Management, Financial Goals, ETFs, IRAs, Alternative Investments, Separately Managed..., Pensions, Roth IRA, Fixed Income, Equities, Financial Services, Life & Health Insurance..., Variable Life, Life Insurance, Credit Analysis, Credit, Whole Life, Disability Insurance, Uniform Combined State..., Series 66, Series 7

Education
Empire State Stock Broker Institute   2011 — 2012
General Securities

Saginaw Valley State University - College of Business and Management   1996 — 2000
Accounting and Business/Management

Cass City High School   1992 — 1996

Sara Harran Sara Harran West Islip, New York Details
Sara Harran's Summit Brokerage Services, Inc. Experience May 2011 - June 2012
Job Relationship Banker at JP Morgan Chase
Industry Financial Services
Experience
J.P. Morgan   August 2013 - Present
Summit Brokerage Services, Inc.   May 2011 - June 2012
StormHarbour Securities  July 2010 - August 2010

Skills
PowerPoint, Microsoft Excel, Cold Calling, Microsoft Office, Microsoft Word, Social Media, Marketing, Public Speaking, Outlook, College Recruiting, Bloomberg Terminal, Mac OS X, Problem Solving

Education
University of South Carolina - The Moore School of Business   2008 — 2011
BS, Finance and Marketing

Samar Abdullah Samar Abdullah West Palm Beach, Florida Area Details
Samar Abdullah's Summit Brokerage Services, Inc. Experience 2014 - 2014
Job Accounting & Bookkeeping
Industry Financial Services
Experience
The Bridge Direct, Inc.   April 2014 - February 2015
Summit Brokerage Services, Inc.   2014 - 2014
Summit Brokerage Services, Inc.   2014 - 2014
United General Contractors, Inc   June 2010 - November 2012
Justin Soloman Holdings   May 2008 - June 2010
AppleOne  February 2008 - May 2008
Morgan Stanley  April 2007 - July 2007
AppleOne  October 2005 - May 2007
AppleOne Long   January 2005 - October 2005

Skills
Project Management, Contractors, Cost Management, Management, Training, Sales, Customer Service, Team Building, Social Media, Microsoft Office, Leadership, Marketing, Microsoft Excel, Time Management, Software Documentation, Accounts Payable, CRM, Editing, Human Resources, Payroll

Education
Palm Beach State College
Bachelor of Science, Information Technology;

Ashraf (Asher) Shurafa Ashraf (Asher) Shurafa Columbia, South Carolina Details
Ashraf (Asher) Shurafa's Summit Brokerage Services, Inc. Experience August 2013 - Present
Job OS Holdings Inc.
Industry Financial Services
Experience
Summit Brokerage Services, Inc.   August 2013 - Present
CrysTelCall   January 2011 - February 2013
CrysTelCall   2011 - 2013
Central eCommerce Co. Ltd. JorMall   February 2009 - September 2010
International Business Legal Associates- IBLAW   May 2008 - January 2009

Skills
Translation, Sales, Sales Management, Sales Operations, Advertising, Voice Over, Voice Acting, Accounts Receivable, Collections, Teaching, Team Leadership, Teamwork, Team Management, Team-oriented, Customer Service, Telecommunications, Telemarketing, Business Development, Business Correspondence, Quality Assurance, Project Planning, Call Centers, CRM, Time Management, Outsourcing, Leadership

Education
NYIT   2009 — 2010
Bachelor of Science (BS), Business Administration and Management, General

Al-Qimma Schools   2006 — 2007
Diplome, SAT

David Menegus David Menegus Bend, Oregon Details
David Menegus's Summit Brokerage Services, Inc. Experience October 2009 - Present
Job Senior Financial Advisor, Summit Brokerage Services, Inc.
Industry Financial Services
Experience
Summit Brokerage Services, Inc.   October 2009 - Present
UBS  June 2006 - September 2009
Quest Capital Strategies, Inc.   July 2003 - November 2006
IXIS Securities   January 2001 - January 2002
PaineWebber  March 1998 - December 2000
PaineWebber  March 1997 - March 1998
PaineWebber  April 1996 - March 1997
PaineWebber  March 1995 - April 1996
Kidder Peabody  August 1992 - March 1995
Kidder Peabody  May 1989 - August 1992

Skills
Series 7, Investments, Equities, Portfolio Management, Retirement Planning, Securities, Uniform Combined State..., Alternative Investments, Series 63

Education
Thomas College   1982 — 1986
BS/MBA, Computer Info Systems/Business Administration

Ridgewood, HS, NJ   1977 — 1980

Mei-Jie Mo Mei-Jie Mo Miami/Fort Lauderdale Area Details
Mei-Jie Mo's Summit Brokerage Services, Inc. Experience May 2015 - Present
Job Compliance at Summit Brokerage Services, Inc.
Industry Financial Services
Experience
Summit Brokerage Services, Inc.   May 2015 - Present
Summit Brokerage Services, Inc.   March 2013 - May 2015
Arbonne International LLC  March 2012 - January 2013
Cassone Home Style   June 2010 - August 2010
Zrallack Dental Inc   June 2010 - July 2010

Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Research, APL, Data Analysis, Sales, Actuarial Science, Mathematics, Statistics, Cryptography, Information Security, Analysis, Leadership, Strategic Planning, Team Building

Education
Florida Atlantic University   2012 — 2015
Bachelor’s Degree, Mathematics

Larissa Leao Larissa Leao Pompano Beach, Florida Details
Larissa Leao's Summit Brokerage Services, Inc. Experience February 2014 - Present
Job Client Service Associate
Industry Financial Services
Experience
Summit Brokerage Services, Inc.   February 2014 - Present
National Securities  March 2012 - February 2014
JPMorgan Chase  November 2011 - March 2012
Macedo Household - Dr. Tania Macedo   January 2010 - August 2011
Bright Horizons  December 2006 - January 2010

Skills
Proactive self-starter, Close Attention to..., Customer Service, Organizational..., Organization, Administrative..., Microsoft Office, Spreadsheets, Outlook, Analitical, Problem Solving, Accounts Payable, Teamwork, QuickBooks, Administrative..., Asset Management, Equities, Investments, Portfolio Management

Education
Palm Beach State College   2012 — 2015
Associate of Arts (AA), Business Administration and Management, General, 3.67

North Shore Community College   2009 — 2011

Anne Vryonides, MBA Anne Vryonides, MBA Palm Beach Gardens, Florida Details
Anne Vryonides, MBA's Summit Brokerage Services, Inc. Experience March 2012 - November 2012
Job Education & Engagement Leader at Medical Tourism Association
Industry Health, Wellness and Fitness
Experience
Medical Tourism Association  May 2014 - Present
SCORE  January 2010 - Present
Waterblasting Technologies  February 2013 - May 2013
Summit Brokerage Services, Inc.   March 2012 - November 2012
Benchmark Games, Inc.   2010 - December 2011
Professional Planners Marketing Group   June 1999 - August 2009
CNA Insurance Company  July 1996 - May 1999

Skills
Strategic Planning, CRM, Business Planning, Leadership, Entrepreneurship, Training, Strategy, Marketing, Advertising, Sales, Budgets, Business Development, Event Planning, Market Research, Contract Negotiation, Time Management, Product Management, Email Marketing, Marketing Management, New Business Development, Account Management, Project Planning, Marketing Communications, Product Marketing, Program Management, Finance, Management, Analysis, Operations Management, Sales Management, Event Management, Online Marketing, Team Building, Online Advertising, Marketing Strategy, Business Strategy, Customer Service, Direct Marketing, Competitive Analysis, Social Media Marketing, Public Relations, Social Media, Small Business, Cross-functional Team..., Recruiting, Strategic Partnerships, Lead Generation, Trade Shows, Team Leadership, Start-ups

Education
Florida Atlantic University
MBA, International Business

Ohio University
BBA, Finance and International Business

Susan Camacho Susan Camacho Boca Raton, Florida Details
Susan Camacho's Summit Brokerage Services, Inc. Experience April 2002 - Present
Job Commission Director at Summit Brokerage Services, Inc.
Industry Financial Services
Experience
Summit Brokerage Services, Inc.   April 2002 - Present
Corporate Securities Group   October 1992 - April 2002

Skills
Mutual Funds, Securities, Investments, Series 6, Florida Notary, Insurance, Series 63, Firearms

Education
Broward College   1992 — 1994

Stephanie Roth Stephanie Roth Washington D.C. Metro Area Details
Stephanie Roth's Summit Brokerage Services, Inc. Experience October 2012 - September 2014
Job Compliance Officer at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services  September 2014 - Present
Summit Brokerage Services, Inc.   October 2012 - September 2014
EKN Financial Services  August 2010 - October 2012
Česka spořitelna, a.s.   May 2009 - August 2009
Northwestern Mutual  September 2008 - June 2009

Education
University of Pittsburgh   2006 — 2010
Bachelor of Science (B.S.), Finance and Economics

Roberta, aka Bobby Alvarez Roberta, aka Bobby Alvarez Greater Los Angeles Area Details
Roberta, aka Bobby Alvarez's Summit Brokerage Services, Inc. Experience January 2015 - Present
Job Always Recruiting, Inc. CEO, Independent Recruiting Consultant
Industry Staffing and Recruiting
Experience
Always Recruiting, Inc.   October 2013 - Present
Myriddian Staffing Solutions, LLC   October 2014 - Present
Summit Brokerage Services, Inc.   January 2015 - Present
Xerox Corporation  October 1973 - July 2013

Skills
PowerPoint, Human Resources, Recruiting, Microsoft Word, Time Management, English, Sales, Hiring, Sales Management, Training, Leadership, Employee Relations, Organizational..., Coaching, Performance Management, Technical Recruiting, Sourcing, Onboarding, Talent Acquisition, Interviews, Applicant Tracking..., College Recruiting, Internet Recruiting, Temporary Placement, Screening, Executive Search, Personnel Management, Workforce Planning, Deferred Compensation, Talent Management, Contract Recruitment, Screening Resumes, Staffing Services, Permanent Placement, Benefits Negotiation, Employer Branding, HRIS, Cold Calling, HR Consulting, Employee Engagement, Resume Writing, IT Recruitment, Recruitment Advertising, Career Development, Graduate Recruitment, Search, Business Networking, Account Management, Social Networking, Employee Referral...

Education
Pepperdine University, The George L. Graziadio School of Business and Management   1994 — 1998

North High in Torrance, CA   1968 — 1972
H.S. Diploma, Computer Programming

Long Beach City College
International Marketing, Marketing/Marketing Management, General

Jim Tomik, CFP®, ChFC, CLU Jim Tomik, CFP®, ChFC, CLU Tampa, Florida Details
Jim Tomik, CFP®, ChFC, CLU's Summit Brokerage Services, Inc. Experience July 2008 - Present
Job Senior Financial Advisor
Industry Financial Services
Experience
Summit Brokerage Services, Inc.   July 2008 - Present
JTomik Investment Planning Group, LLC   July 2008 - Present
RBC Wealth Management (formerly J. B. Hanauer & Co.)   April 1992 - July 2008
J. B. Hanauer & Co.   April 1992 - July 2008

Skills
Financial Planning, Investments, Annuities, Financial Advisory, Risk Management, Budgeting, Retirement Planning, Wealth Management, Estate Planning, Asset Management, Portfolio Management, Mutual Funds, Insurance, Investment Advisory, Asset Allocation, Financial Analysis, Equities, Investment Strategies, Retirement Income..., 401k, Bonds, Charitable Giving, Wealth Transfer, Alternative Investments, Long Term Care, Fixed Income

Education
University of South Florida   1988 — 1992
B.S. Marketing, Finance, Marketing, Music

Dan-Tam Pham Dan-Tam Pham Greater Los Angeles Area Details
Dan-Tam Pham's Summit Brokerage Services, Inc. Experience November 2014 - Present
Job Administrative Assistant
Industry Financial Services
Experience
Summit Brokerage Services, Inc.   November 2014 - Present
[D]own [T]o [PH]ilm   March 2012 - Present
ITOP Management   October 2013 - Present
Gearlode   January 2013 - March 2014
Aubert Films   May 2013 - July 2013

Skills
Video Editing, Videography, Video Production, Final Cut Pro, Photoshop, Nightlife, Social Media Marketing, Photography, Adobe Creative Suite, Music Videos, Graphic Design, Social Networking, Editing, Facebook, Documentaries, Premiere, Weddings, Image Editing, Film Editing, Advertising, Administrative..., Microsoft Office, PowerPoint, Social Media, Microsoft Excel, Event Planning

Education
California State University-Long Beach   2010 — 2012
Film/Cinema/Video Studies

Huntington Beach High School   2007 — 2010

Orange Coast College
Finance and Marketing/Advertising

Erica Morales Erica Morales United States Details
Erica Morales's Summit Brokerage Services, Inc. Experience January 2013 - March 2015
Job
Industry Financial Services
Experience
The Bridge Direct   March 2015 - Present
Summit Brokerage Services, Inc.   January 2013 - March 2015
Independent Contractor  October 2010 - December 2013
Eisman Zucker Klein Ruttenberg   June 2009 - September 2010
EY  June 2007 - December 2008

Skills
Microsoft Excel, Customer Service, Windows, Research, Outlook, QuickBooks, Accounting, Auditing, Financial Accounting, Financial Reporting, Account Reconciliation, Financial Analysis, Internal Controls, General Ledger, Payroll, Financial Statements, Finance, Spreadsheets, Microsoft Office, Sarbanes-Oxley Act, Corporate Finance, Management, Mutual Funds, GAAP, US GAAP

Education
Pace University - Lubin School of Business   2005 — 2009
Bachelor of Science (BS), Accounting

Manhattanville College   2004 — 2005

Mark Sundstrom Mark Sundstrom Burtonsville, Maryland Details
Mark Sundstrom's Summit Brokerage Services, Inc. Experience September 2015 - Present
Job Registered Representative at Summit Brokerage Services, Inc.
Industry Financial Services
Experience
Summit Brokerage Services, Inc.   September 2015 - Present
JP Turner & Company, LLC   July 2012 - September 2015

Skills
Tax Preparation, Investment Advisory, Variable Annuities, Securities, Finance, Visual Arts, Drawing, Painting, Sculpture, Social Networking, Cooking, Customer Service

Education
College of Charleston   2008 — 2011
Bachelor of Arts (BA), Fine and Studio Arts

Montgomery College   2003 — 2005
Finance, General

Stephanie Iannello Stephanie Iannello Greater New York City Area Details
Stephanie Iannello's Summit Brokerage Services, Inc. Experience February 2014 - April 2015
Job PR/Social Media Specialist at North ShoreLIJ Health System
Industry Public Relations and Communications
Experience
North Shore-LIJ Health System  September 2014 - Present
Qinetic Live   March 2014 - Present
Summit Brokerage Services, Inc.   February 2014 - April 2015
Skipper's Pub  March 2013 - August 2014

Skills
Public Relations, Social Media, Event Planning, Microsoft Office, Social Networking, Business Development, Critical Thinking, Public Speaking, Creative Writing, Fundraising, Strategic Communications, Social Media Marketing, Web Development

Education
Manhattan College   2008 — 2012
Bachelor of Arts (B.A.), Secondary Education, English

St. Anthony's High School   2004 — 2008

Matt Sussman Matt Sussman Boston, Massachusetts Details
Matt Sussman's Summit Brokerage Services, Inc. Experience May 2013 - August 2013
Job Internal Wholesaler at Putnam Investments
Industry Financial Services
Experience
Putnam Investments  May 2015 - Present
Putnam Investments  September 2014 - May 2015
Florida Gulf Coast University  June 2009 - May 2014
Summit Brokerage Services, Inc.   May 2013 - August 2013
Oakley  2011 - 2013
University Directories  May 2012 - August 2012

Skills
Marketing, Sales, Social Media, Customer Service, Social Networking, PowerPoint, Microsoft Excel, Microsoft Office, Event Planning, Facebook, Microsoft Word, Public Relations, Public Speaking, Social Media Marketing, Time Management, Mutual Funds

Education
Florida Gulf Coast University   2009 — 2013
Bachelor of Arts (B.A.), Communication, General

Niel Malhotra Niel Malhotra New York, New York Details
Niel Malhotra's Summit Brokerage Services, Inc. Experience April 2011 - August 2011
Job Helps programmers improve their careers and founder at Codinto
Industry Computer Software
Experience
Codinto   November 2014 - Present
LendKey  April 2014 - Present
Handybook  January 2013 - February 2014
Savvy Sync   November 2011 - December 2012
Tykoon  June 2012 - August 2012
Summit Brokerage Services, Inc.   April 2011 - August 2011

Skills
Java, JavaScript, HTML5, Phonegap, Ruby on Rails, AJAX, REST, Ruby, jQuery, PHP, Yii, Corona SDK, HTML 5, mysql, Android Development

Education
New York University   2007 — 2012
BA, Computer Science

Kyle DeBussey Kyle DeBussey Greater New York City Area Details
Kyle DeBussey's Summit Brokerage Services, Inc. Experience January 2013 - May 2013
Job Commercial Real Estate Advisor at Colliers International
Industry Real Estate
Experience
Colliers-International  February 2014 - Present
Cushman & Wakefield  June 2013 - August 2013
Summit Brokerage Services, Inc.   January 2013 - May 2013
The Masters Tournament   April 2013 - April 2013
Boston Red Sox  June 2012 - August 2012
MetsProspects.blogspot.com   August 2006 - February 2010

Skills
Marketing, Sales, Real Estate, Blogging, Social Media, Office Tenant...

Education
Staples High School

University of South Carolina - The Moore School of Business
Marketing, Real Estate

Amos Kim Amos Kim Fairview, New Jersey Details
Amos Kim's Summit Brokerage Services, Inc. Experience April 2008 - November 2009
Job Private Client Banker
Industry Banking
Experience
Chase  March 2012 - Present
Granite Services, Inc.   May 2010 - November 2011
MassMutual Financial Group  February 2009 - November 2009
Summit Brokerage Services, Inc.   April 2008 - November 2009
US Navy  December 2000 - April 2008

Skills
Relationship Management, Military Experience, Submarines, Customer Experience, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Project Planning

Education
Liberty University
Bachelor’s Degree, Multi/Interdisciplinary Studies (Business/Counseling), 3.76

Catherine Magruder Catherine Magruder Rancho Palos Verdes, California Details
Catherine Magruder's Summit Brokerage Services, Inc. Experience Business Development AssociateSummit Brokerage ServicesNovember 2014 - Present
Job Business Development Associate at Summit Brokerage Services
Industry Financial Services
Experience
Summit Brokerage Services, Inc.   Business Development AssociateSummit Brokerage ServicesNovember 2014 - Present

Education
San Diego State University-California State University

Louis J Hanna Louis J Hanna Boca Raton, Florida Details
Louis J Hanna's Summit Brokerage Services, Inc. Experience May 2015 - Present
Job Executive VP Business Development at Summit Brokerage Services, Inc.
Industry Financial Services
Experience
Summit Brokerage Services, Inc.   May 2015 - Present
Independent Financial Partners (IFP)   May 2014 - May 2015
Conduit Advisors LLC   March 2013 - September 2014
Corigin Holdings   April 2009 - March 2013
American Independence Funds   July 2006 - April 2009
Paradigm Funds   May 2005 - July 2006
ING Furman Selz Capital Management   2000 - 2004

Skills
Financial Advisor..., Financial Advisor..., Advisory Practice..., Succession Planning, Financial Intermediary..., Business Development, Asset Management, Investment Strategies, Breakaway Advisor..., OSJ Formation/BD..., Investment Management, Portfolio Management, Alternative Investments, Mutual Funds, Investment Advisory, Asset Managment, Wirehouse/Regional..., Valuation, ETFs, Financial Services, Investment Banking, Investments, Due Diligence, Wealth Management, Wine & Spirits Industry, Equity Research, Financial Advisory, Mergers & Acquisitions, Finance, Global Macro, Private Equity, Emerging Markets, Asset Allocation, Bonds, Hedge Funds, Equities, Community Banking, Financial Structuring, Venture Capital, Fund Of Funds, Capital Markets, Institutional..., Fixed Income, Financial Markets, Options, Wealth Management..., Real Estate Transactions, Bridge Loans, Apartment/Multifamily..., Bridge Lending

Education
Quinnipiac University School of Law   1996 — 1998
JD, Law

Drexel University - LeBow College of Business   1990 — 1991
Pre-MBA, Finance

Rutgers University – Camden   1988 — 1990
BA, Economics

Jeanette Ortega Jeanette Ortega West Palm Beach, Florida Area Details
Jeanette Ortega's Summit Brokerage Services, Inc. Experience 2009 - Present
Job System Support Analyst at Summit Brokerage Services, Inc.
Industry Information Technology and Services
Experience
Summit Brokerage Services, Inc.   2009 - Present
BE Aerospace Inc.  January 2004 - March 2009

Education
Florida State University   1979 — 1981
Bachelor, Marketing

Amy Lampert Amy Lampert Greater Boston Area Details
Amy Lampert's Summit Brokerage Services, Inc. Experience January 2012 - November 2013
Job Attorney at Law, Real Estate Broker at Prudential Town and Country and Financial Advisor at Summit Brokerage Services
Industry Law Practice
Experience
Lampert, Hausler & Rodman, P.C.   December 2013 - Present
Prudential Town and Country Real Estate  May 2013 - Present
Summit Brokerage Services, Inc.   January 2012 - November 2013
Law Office of Amy L. Burd   October 2005 - November 2013

Skills
Legal Research, Customer Service, Estate Planning, Real Estate Transactions, Legal Writing, Real Estate

Education
Massachusetts School of Law   1994 — 1997
Doctor of Law (JD)

Northeastern University   1989 — 1994
Bachelor of Science (B.S.), Marketing

Lenny Sorin Lenny Sorin West Palm Beach, Florida Area Details
Lenny Sorin's Summit Brokerage Services, Inc. Experience 2009 - February 2012
Job Controller at ForceField Energy
Industry Financial Services
Experience
ForceField Energy   February 2014 - Present
Vycor Medical Inc (VYCO)   February 2012 - 2014
Summit Brokerage Services, Inc.   2009 - February 2012
PharmaNet Development Group, Inc.   2004 - 2009

Skills
Financial Analysis, US GAAP, Payroll, Auditing, Financial Reporting, SEC filings, Corporate Finance, Budgets, GAAP, Financial Modeling, QuickBooks, Internal Controls, Finance, Accounting, Strategic Financial..., SEC Filings

Education
Florida Atlantic University   1996 — 2001

Jennifer Polito Jennifer Polito West Palm Beach, Florida Area Details
Jennifer Polito's Summit Brokerage Services, Inc. Experience December 2007 - January 2009
Job at
Industry Financial Services
Experience
Playwire Media  February 2009 - Present
Summit Brokerage Services, Inc.   December 2007 - January 2009
Liberty Home Lending, Inc.   January 2003 - November 2007

Skills
Mobile Advertising, Microsoft Office, Online Advertising

Education
University of Rhode Island - College of Business Administration   1995 — 1999

Magen Fong Magen Fong Medford, Oregon Area Details
Magen Fong's Summit Brokerage Services, Inc. Experience February 2009 - May 2011
Job Financial Adviser at Voya Financial Advisors, Inc.
Industry Financial Services
Experience
Voya Financial Advisors  October 2014 - Present
ING Financial Partners  May 2013 - October 2014
Walsh Tax Services   January 2007 - May 2013
Summit Brokerage Services, Inc.   February 2009 - May 2011

Education
Metropolitan State College of Denver   2007 — 2007
Certified Financial Planning Education

Seattle University   1998 — 2002
BA, Communications & Spanish

Steve Tyson, M.S. Steve Tyson, M.S. West Palm Beach, Florida Area Details
Steve Tyson, M.S.'s Summit Brokerage Services, Inc. Experience September 2012 - Present
Job Compliance Supervisor at Summit Brokerage Services, Inc.
Industry Financial Services
Experience
Summit Brokerage Services, Inc.   September 2012 - Present
Ameriprise Financial Services, Inc.   June 2011 - August 2012
NatCity Investments  November 2008 - November 2009
Wamu Investments  October 2005 - October 2008
Citicorp Investment Services  March 1999 - May 2004

Skills
Series 7, Portfolio Management, Wealth Management, Series 63, Strategic Financial..., Equities, Mutual Funds, Credit, Loans, Investments, Fixed Annuities, Securities, Series 24, Series 65, Licensed Life & Health..., Sales Management, Compliance, Retirement Planning, Banking, Finance

Education
Nova Southeastern University   2006 — 2009
M.S, Management/Leadership

Florida State University   1990 — 1992
B.S, Political Science

Virginia Commonwealth University   1988 — 1990
Political Science

Jason Geringer Jason Geringer Miami/Fort Lauderdale Area Details
Jason Geringer's Summit Brokerage Services, Inc. Experience March 2010 - February 2011
Job Controller of TradeStation Securities
Industry Financial Services
Experience
TradeStation Securities  2011 - Present
Summit Brokerage Services, Inc.   March 2010 - February 2011
Deloitte  1999 - 2009

Skills
Financial Analysis, Financial Reporting, Financial Modeling, Equities, Due Diligence, Financial Services, Finance, Accounting, Sarbanes-Oxley Act, Risk Management, Internal Controls, Securities, Auditing, Corporate Finance, SEC Filings, Capital Markets

Education
Emory University   1995 — 1999
BBA, Accounting

Emory University - Goizueta Business School   1995 — 1999
BBA, Accounting

Winston Chung Winston Chung New York, New York Details
Winston Chung's Summit Brokerage Services, Inc. Experience November 2009 - Present
Job Senior Financial Advisor at Summit Brokerage Services
Industry Financial Services
Experience
Summit Brokerage Services, Inc.   November 2009 - Present
WIN Wealth Management Group, LLC   November 2009 - Present
Citi Smith Barney  1998 - 2009

Education
California State University-Hayward   1987 — 1992

Eugene Ryaboy Eugene Ryaboy Miami/Fort Lauderdale Area Details
Eugene Ryaboy's Summit Brokerage Services, Inc. Experience February 2012 - Present
Job Controller at Summit Brokerage Services, Inc.
Industry Financial Services
Experience
Summit Brokerage Services, Inc.   February 2012 - Present

Skills
Auditing, Financial Analysis, Accounting, Microsoft Excel, Financial Modeling, Internal Controls

Education
105

Florida International University
Bachelor's degree, Accounting

Bailey Watkins Bailey Watkins Boca Raton, Florida Details
Bailey Watkins's Summit Brokerage Services, Inc. Experience April 2013 - Present
Job Operations Specialist at Summit Brokerage Services, Inc.
Industry Financial Services
Experience
Summit Brokerage Services, Inc.   April 2013 - Present

Skills
Sales, Moderate computer..., Learning Quickly, Familiar with First..., Time Management, Microsoft Excel, Microsoft Office, Teamwork, Microsoft Word, Leadership, Communication, Data Entry

Education
Florida Atlantic University   2011 — 2015

University Christian High School   2007 — 2011
High School Diploma

Nicholas Agostino Nicholas Agostino West Palm Beach, Florida Details
Nicholas Agostino's Summit Brokerage Services, Inc. Experience June 2015 - Present
Job Compliance Supervisor at Summit Brokerage Services, Inc.
Industry Investment Management
Experience
Summit Brokerage Services, Inc.   June 2015 - Present
Viniar & Company   September 2013 - June 2015
T. Rowe Price  February 2012 - June 2013
RiverSource Life Insurance Co. of New York   2011 - 2011
Halliday Financial  2008 - 2010

Skills
Finance, Investments, Accounting, Financial Analysis, Financial Planning, Portfolio Management, Mutual Funds, Asset Management, Equities, Wealth Management, Investment Strategies

Education
Palm Beach Atlantic University   2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General

Siena College   2004 — 2008
Bachelor of Science (BS), Finance

Patrick Schoof Patrick Schoof United States Details
Patrick Schoof's Summit Brokerage Services, Inc. Experience 2009 - Present
Job Financial Consultant at Summit Brokerage Services, Inc.
Industry Financial Services
Experience
Summit Brokerage Services, Inc.   2009 - Present
VSR Financial Services  2004 - 2008
First Union Securities  2000 - 2004
JW Genesis Securities   1998 - 2000
Smith Barney  1996 - 1997
Smith Barney Asset Management  1994 - 1995

Skills
Investment Management, Client Services, Market Analysis, Stock Trading, Client Presentation, Portfolio Management, Customer Retention, Revenue & Profit Growth, Key Account Management, Asset Allocation, Comprehensive Planning, Client Education

Education
Le Moyne College
Bachelor’s Degree