Summit Financial Resources
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33 Summit Financial Resources employees in database. Find out everything there's to know about Summit Financial Resources employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Summit Financial Resources Employees
Meier & Dutch Wholesale Cigar November 2012 - Present
Cigars International August 2011 - November 2012
Supermedia March 2011 - May 2011
Nationwide Financial Network November 2005 - October 2010
Lehigh Valley Financial Group December 2003 - November 2005
Self - employed June 2003 - December 2003
Legg Mason Wood Walker December 2001 - June 2003
Summit Financial Resources September 1998 - December 2001
Moravian College May 1997 - July 1998
Circuit City Stores March 1996 - May 1997
Skills
Strategic Financial..., Investments, Time Management, Retirement Planning, Insurance, Wealth Management, Asset Managment, Portfolio Management, Fixed Annuities, Estate Planning, Mutual Funds, Risk Management, Series 7, Life Insurance, Financial Analysis, Investment Advisory, Retirement, Financial Planners, Marketing, Employee Benefits
Education
Moravian College 1996 — 1998
MBA
Lehigh University 1985 — 1989
BS; MBA, Finance
JPMorgan Chase Bank N.A. December 2011 - Present
Morgan Stanley Smith Barney September 2010 - December 2011
UBS Financial Services May 2009 - August 2010
Public Service Enterprise Group May 2008 - January 2009
Summit Financial Resources December 2007 - May 2008
Education
Seton Hall University 2006 — 2010
Bachelor of Science; Bachelor of Science; Certificate, Finance; Management; Entrepreneurial Studies
American University of Rome
Bachelor of Science, Finance
Providence Equity Partners June 2014 - Present
Deutsche Bank October 2012 - May 2014
Eurohypo AG June 2011 - August 2012
Eurohypo AG October 2007 - August 2012
Summit Financial Resources May 2005 - October 2007
Youth Initiatives June 2007 - August 2007
Skills
Portfolio Management, Asset Management, Loans, Finance, Credit, Financial Structuring, Loan Origination, Management, Credit Risk, Analysis, CMBS, Commercial Real Estate
Education
New York University - Leonard N. Stern School of Business
MBA, Global Business, Finance and Management
Seton Hall University
B.S., Finance
Omnibus Consulting October 2014 - Present
Brown Brothers Harriman September 2008 - July 2014
Summit Financial Resources July 2005 - September 2008
Sloan Securities April 2004 - July 2005
UBS May 2001 - April 2004
Wells Fargo Advisors June 1997 - May 2001
Skills
Bloomberg, Asset Allocation, Equities, Fixed Income, Insurance, Management, Mutual Funds, Trading, Training, Investments, Asset Management, Hedge Funds, Series 7
Education
Northeastern University 2013 — 2014
Certificate Program- management, Advanced certificate in Management
Rutgers, The State University of New Jersey-Newark 2004 — 2007
B.S, Finance
Novartis Pharmaceuticals Corporation 2010 - Present
Novartis Pharmaceuticals Corporation 2002 - 2010
Novartis Pharmaceuticals Corporation September 2001 - October 2002
Summit Financial Resources November 1997 - April 2001
Skills
Talent Management, Human Resources, Succession Planning, Organizational..., HRIS, Talent Acquisition, Onboarding, Management, Employee Relations, College Recruiting, Employee Engagement, Leadership Development, PeopleSoft, Pharmaceutical Industry, Cross-functional Team...
Education
Centenary College
Bachelor of Science, Business Management
JetBlue Airways January 2015 - Present
Joseph Cerrigone, Insurance Broker December 1997 - Present
JetBlue Airways April 2012 - January 2015
JetBlue Airways January 2010 - March 2012
JetBlue Airways October 2006 - December 2009
JetBlue Airways June 2005 - September 2006
JetBlue Airways September 2004 - June 2005
Summit Financial Resources February 1999 - April 2004
Oggi Ristorante November 1997 - January 1999
Dolcissimo Italian Bakery September 1996 - November 1997
Skills
Aviation, Airlines, Flights, Sabre, Airports, Aircraft, Succession Planning, Customer Service, Outlook, Team Leadership, Sales, Customer Experience, Microsoft Excel, PowerPoint, Operations Management, Strategic Planning, Event Planning, Microsoft Word, Leadership, Flight Planning, Flight Safety, Commercial Aviation, Management, Project Management, Airline Management, Budgets, Aviation Security, Team Building, Training
Education
Montclair State University 2014 — 2017
Business Administration and Management, General
The Chubb Institute 2000 — 2001
Computer Technical Support
The Culinary Institute of America 1995 — 1996
Culinary Arts
Marquette Commercial Finance September 2011 - Present
First Capital April 2008 - September 2011
Summit Financial Resources 2005 - 2008
Crestmark Bank January 2002 - January 2005
Skills
Factoring, Credit, Commercial Banking, Asset Based Lending, Commercial Finance, Loans, Middle Market, Small Business Lending, Commercial Lending, Business Development, Credit Analysis, Funding, Structured Finance, Loan Origination, Financial Services, Commercial Mortgages, Private Equity, Cash Flow Lending, Finance, Lines Of Credit, Banking, Underwriting, Due Diligence, Investment Banking, Cash Flow, Portfolio Management, Trade Finance, Financial Structuring, Mergers & Acquisitions, Restructuring, Mortgage Lending, Corporate Finance, Financial Analysis, Credit Risk, Working Capital...
Education
Missouri State University 1966 — 1970
BS, Business Administration, with majors in Accounting and Finance
Merrill Lynch 2005 - Present
Summit Financial Resources 2002 - 2005
Donaldson, Lufkin & Jenrette 1990 - 1994
Shearson Lehman Hutton 1989 - 1990
Donaldson, Lufkin & Jenrette 1986 - 1989
Skills
Banking, Mortgage Lending, Financial Modeling, Fixed Income, Portfolio Management, Equities, Capital Markets, Trading, Strategic Partnerships, Series 7, Wealth Management, Management, Retirement Planning, Series 63, Investments, Finance, Asset Allocation, Securities, Investment Advisory, Mutual Funds, Financial Advisory, Investment Strategies, Equity Research, Alternative Investments, Corporate Finance, Private Equity, High Net Worth..., Options, Series 24, Series 65, Financial Markets, Retirement, Financial Planners, Financial Services, Fixed Annuities, Valuation, IRAs, Hedge Funds, Strategic Financial..., Equity Trading, Financial Analysis, Loans, ETFs, Estate Planning, Derivatives, Bloomberg, Relationship Management, Asset Management, Risk Management, Investment Banking
Education
New York University 2003 — 2004
Certified Financial Planner Certification
Skidmore College 1982 — 1986
BS, Business
Richmond, The American International University in London 1985 — 1985
Finance, Marketing
Convent of the Sacred Heart 1969 — 1982
BB&T December 2014 - Present
BB&T July 2013 - November 2014
Summit Financial Resources June 2011 - June 2013
Chase Bank 2008 - 2011
J D Factors 2005 - 2007
Frost Capital Group 1999 - 2005
Skills
ABL, Factoring, Commercial Lending, Asset Based Lending, Loans, Commercial Banking, Credit Analysis, Finance, Banking, Credit
Education
The University of Texas at Austin 1991 — 1995
Finance
Willowridge High
America's Choice Home Loans August 2013 - Present
Amegy Mortgage November 2011 - September 2013
Envoy Mortgage January 2010 - November 2011
Hometrust Mortgage April 2006 - January 2010
RBC Mortgage February 2003 - May 2005
STERLING CAPITAL MORTGAGE 2003 - 2005
Summit Financial Resources May 2000 - March 2002
Summit Financial 2000 - 2002
Imperial Bank 1999 - 2000
Bay View Funding 1997 - 1998
Skills
Loans, Mortgage Lending, Residential Mortgages, Credit, Mortgage Banking, Finance, Banking, FHA, Financial Services, Loan Origination, USDA, Refinance, FHA financing, Underwriting, Credit Analysis, Mortgage Underwriting, Consumer Lending, Financial Risk, Commercial Mortgages, VA loans, Credit Risk, Mortgage Servicing, Loan Servicing, Reverse Mortgages, Commercial Lending, Funding, Construction Loans, Financial Structuring, Loss Mitigation, Government Loans
Education
San Jacinto College
UBS Financial Services October 2008 - Present
Morgan Stanley May 2007 - October 2008
Summit Financial Resources May 2004 - April 2007
Education
Kean University 2001 — 2005
J. M. Egan Wealth Advisors, LLC June 2015 - Present
Masterworks Fiscal Advisors August 2014 - May 2015
Summit Financial Resources May 2008 - August 2014
Corkscrew Cafe January 2007 - August 2007
American Funds January 2006 - December 2006
Trust Company of the West October 2005 - December 2005
Hotel State College Company April 2003 - June 2004
New Jersey Cardinals May 2001 - September 2001
Skills
Wealth Management, Alternative Investments, Investment Strategies, Estate Planning, Retirement, Financial Goals, Financial Advisory, Strategic Financial..., Portfolio Management, Insurance, Retirement Planning, Finance, Equities, Management, Investments, Financial Reporting, Leadership, Business Planning, Series 7, Fixed Income, CRM, Asset Allocation, Financial Planning
Education
Fairleigh Dickinson University-Metropolitan Campus 2007 — 2008
Certificate, Financial Planning
Penn State University 1999 — 2003
Bachelor of Science (B.S.), Finance, General
Private Advisor Group January 2011 - Present
Morristown Financial Group February 2004 - December 2014
Summit Financial Resources April 2000 - February 2004
Skills
Series 24, Series 7, Series 66, Investments, Securities, Retirement Planning, FINRA, Mutual Funds, Financial Services, Variable Annuities, Alternative Investments
Education
Rutgers, The State University of New Jersey-Newark 1997 — 2002
Bachelor of Science (B.S.), Business Management
Hudson County Community College 1995 — 1997
Associate of Arts, Liberal Arts
Bayonne High School 1989 — 1993
RE/MAX Properties Unlimited June 2013 - Present
Weichert Realtors Corporate Sales Headquarters September 2009 - June 2013
Summit Financial Resources June 2008 - June 2009
Newsweek November 2004 - May 2008
Re/Max Villa Realtors April 2002 - April 2004
Remax Gold Coast Realty March 1998 - March 2002
Skills
Territory Management, Customer Support, Negotiation, New Business Development, Lead Generation, Marketing, Social Media, Social Media Marketing, Business Development, Account Management, Real Estate, Investments, Strategic Planning, Online Advertising, Sales, Contract Negotiation, Salesforce.com, Marketing Strategy, Cold Calling, Strategic Partnerships, Open Houses, Databases, Internet, Facebook, Selling, Property Management, Customer Service, Real Estate Transactions, Sellers, Condos, Investment Properties, Relocation, Online Marketing, Residential Homes, Small Business, Short Sales, Employee Training
Education
New York Law School 1998 — 2001
Doctor of Law (JD), Law
Syracuse University 1994 — 1998
BA, Political Science, Minor in Marketing
Commack HS
Prudential Financial February 2011 - Present
Panasonic July 2010 - March 2011
Hayward Industries March 2010 - August 2010
Summit Financial Resources May 2008 - January 2010
Seton Hall University 2007 - 2010
Education
Seton Hall University 2007 — 2011
Marketing and Sport Management
J.P. Morgan April 2015 - Present
Argus Information and Advisory Services December 2012 - April 2015
Bureau of Economic Analysis May 2012 - August 2012
Hobcaw Cafe, LLC May 2009 - July 2012
Natural Chef, LLC May 2009 - February 2010
UBS Wealth Management May 2008 - July 2008
Summit Financial Resources 2006 - 2006
Skills
Financial Analysis, Financial Modeling, Programming, Analysis
Education
Rutgers Business School 2011 — 2012
Master, Quantitative Finance
Davidson College 2005 — 2009
Bachelors, Economics
J.P. Morgan September 2015 - Present
CohnReznick LLP August 2011 - September 2015
J.H. Cohn, LLC April 2008 - August 2011
BlackRock August 2007 - February 2008
J.H. Cohn, LLC November 2006 - June 2007
Summit Financial Resources June 2006 - October 2006
Skills
Access, Financial Analysis, Business Analysis, CRM, Equities, Management, Strategy, Business Development, Portfolio Management, Integration, Analysis, Mergers & Acquisitions, Finance, Business Process, Business Process..., Project Management
Education
New Jersey Institute of Technology - School of Management 2003 — 2007
Bachelor of Science in Business, Business Administration, Management and Operations
New Jersey Institute of Technology
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Church of Saint Elizabeth July 2009 - Present
FIAT Ventures March 2009 - Present
RealFaithTV June 2005 - June 2012
Summit Financial Resources March 2008 - June 2009
St. Vincent de Paul Church June 1999 - March 2008
Skills
Writing, Program Development, Volunteer Management, Public Speaking, Community Outreach, Leadership, Event Planning, Management, Facebook, Marketing, Teaching, Fundraising, Program Management, Church Events, Blogging, Recruiting, Youth Ministry, Social Media, Social Networking, Editing
Education
STEPS Program at Seton Hall University 2010 — 2014
Seton Hall University 1996 — 2002
BS, Philosophy
AlphaStaff - Northeast Region July 2014 - Present
AlphaStaff, Inc. April 2007 - Present
AlphaStaff 2007 - 2014
AlphaStaff 2007 - 2014
TriNet April 2010 - August 2011
ADP TotalSource November 2004 - April 2007
Summit Financial Resources January 2000 - November 2004
AT&T/Lucent Technologies September 1994 - December 2000
Skills
PEO, Sales Process, Employee Benefits, HRO, Account Management, Benefits Administration, Business Development, Sales, Sales Presentations, Brokers, Commercial Insurance, Human Resources, Enterprise Software, Sales Management, Networking, HR Software, HR Consulting, HRIS, Sales Operations, High Achiever, Selling, Outsourcing, National Account..., Enterprise Technology..., Mid-Market, Group Insurance, Channel, Large Groups, Presenter, Software Solution Sales, Global Business...
Education
Montclair State University
BA, Communications
SUMMIT Financial Resources: Working Capital Financing April 2009 - Present
Summit Financial Resources 2009 - Present
GMAC Commercial Finance 2002 - 2006
CIT 1996 - 2003
Skills
Asset Based Lending, Underwriting, Commercial Lending, Lines Of Credit, Factoring, Small Business Lending, Commercial Finance, Loans, Cash Flow Lending, Credit, Middle Market, Commercial Banking, Credit Analysis, Portfolio Management, Financial Structuring, Funding, Credit Risk, Banking, Financial Risk, Cash Flow, Working Capital...
Education
DePaul University
Master of Business Administration (MBA), Accounting and Finance
Crestmark Bank October 2014 - Present
Summit Financial Resources October 2010 - October 2014
The Commercial Finance Group March 2009 - October 2010
Jefferson Bank & Trust June 2008 - December 2008
Commercial Direct December 2005 - May 2008
US Bank 2003 - 2005
Education
University of Missouri-Saint Louis 1996 — 2000
AXA May 2013 - Present
AXA September 2005 - May 2013
Summit Financial Resources September 2003 - September 2005
Bellmare Financial Group, Inc. March 2001 - September 2003
New England Financial Group February 2000 - April 2001
Skills
Financial Services, Strategic Financial..., Retirement Planning, Investments, Risk Management, Financial Analysis, Wealth Management, Portfolio Management, Investment Advisory, Estate Planning, Asset Managment, Financial Reporting, Compliance, Financial Audits, FINRA, Alternative Investments, Asset Allocation
Education
William Paterson University of New Jersey 1996 — 1999
B.S Business Administration, Management
University of Scranton 1995 — 1996
Cranford High School 1992 — 1995
Verizon Wireless February 2015 - Present
Verizon Wireless December 2012 - February 2015
Infinite Computer Solutions January 2012 - December 2012
Activu February 2011 - January 2012
Maestro Technologies, Inc. January 2011 - February 2011
Qualitest August 2010 - December 2010
24/7 Real Media November 2009 - June 2010
Quest Diagnostics June 2009 - August 2009
Summit Financial Resources July 2006 - November 2008
The Grand Summit Hotel November 2001 - July 2006
Skills
Networking, TCP/IP, Routers, Cisco Technologies, Technical Support, Troubleshooting, BMC Remedy, C++, Solaris, Testing, Windows, Microsoft Office, Microsoft Excel, Visio, Cabling, Audio Visual Integration, Windows Server, Network Administration, Active Directory, Hardware, Security, Software Installation
Education
New Jersey Institute of Technology 2008 — 2010
M.S., Internetwork Engineering
New Jersey Institute of Technology 2003 — 2006
B.S., Mathematical Sciences
The Johns Hopkins University 1997 — 2000
Computer Engineering
Celtic Capital Corporation September 2012 - Present
First Financial Bank June 2010 - August 2012
PNC Business Credit February 2008 - June 2010
Summit Financial Resources 2006 - 2008
Skills
Middle Market, Commercial Banking, Loans, Credit Analysis, Credit, Underwriting, Portfolio Management, Commercial Lending, Financial Analysis, New Business Development, Building Relationships
Education
Central Michigan University
BSBA, Finance/Accounting
Bank of America Merrill Lynch November 2011 - Present
AJL Renewal Partners LLC January 2008 - August 2011
Summit Financial Resources May 2005 - January 2008
AgriCap February 2004 - August 2004
CIT Group/Commercial Services, Inc. December 1999 - May 2003
Heller Financial Inc. September 1989 - December 1999
Education
Humboldt State University
Political Science, emphasis on International Relations
University of Utah
Prudential, Other Brokers 2005 - 2010
New Jersey Symphony Orchestra December 2007 - November 2008
Summit Financial Resources 2001 - 2004
Professional Acting and Theatre Director 1976 - 2004
The Morris Museum 1995 - 2001
Duchin-Lyons Productions 1979 - 1985
Skills
Public Relations, Film, Public Speaking, Entertainment, Advertising, Musical Theatre, Plays, Directing, Performing Arts, Theatre, Comedy, Drama, Marketing, Storytelling, Voice Over, Voice Acting
Education
The College of Wooster 1972 — 1976
B.A., English
Fortren Funding LLC May 2012 - Present
Summit Financial Resources April 2007 - May 2012
Skills
Mortgage Banking
Education
Lehigh University 1994 — 1998
Bachelor of Science (BS), Finance, General
Summit Financial Resources May 2007 - Present
Sagemark Consulting/Lincoln Financial Advisors October 1992 - 2006
Skills
Strategic Financial..., Finance, Financial Advisory, Insurance, Financial Modeling, Wealth Management, Retirement Planning, Financial Services, Recruiting, Management, Financial Planners, Sales, Investments, Valuation, High Net Worth..., Succession Planning, Training, Coaching, Life Insurance, Retirement, Estate Planning, Series 63, Series 7, Investment Strategies, Investment Management, Loans, Project Planning
Education
Pace University - Lubin School of Business 1990 — 1993
MBA, Finance
Pace University-Pleasantville/Briarcliff Campus 1981 — 1985
BBA, Management & Law
Deutsche Bank September 2015 - Present
Goldman Sachs June 2014 - Present
Jennison Associates June 2010 - Present
State Street Bank 2008 - 2010
State Street June 2007 - September 2007
Summit Financial Resources December 2006 - March 2007
TopCon Inc September 2005 - September 2006
Skills
Hedge Funds, Bloomberg, Fixed Income, Mutual Funds, Alternative Investments, Bloomberg Terminal, Asset Management, Derivatives, Bonds, Equities, Securities, Portfolio Management, Series 7, Options, Trading, Financial Analysis, Microsoft Excel, Financial Services, Financial Modeling, Investments, Finance, Valuation, Microsoft Office, Capital Markets, Social Media, Business Analysis, PowerPoint, Investment Banking, Analysis, Financial Markets, Risk Management, Corporate Finance, Private Equity, Microsoft Word
Education
Monsignor Donovan
New York University
Seton Hall University
PNC Business Credit August 2010 - Present
Summit Financial Resources July 2009 - August 2010
M&I Business Credit, LLC April 2008 - June 2009
Wells Fargo Business Credit June 1985 - March 2008
Skills
Asset Based Lending, Banking, Middle Market, Working Capital..., Leveraged Finance, Commercial Lending, Commercial Banking, Credit, Financial Modeling, Finance, Credit Analysis, Small Business Lending, Restructuring, Mergers & Acquisitions, Business Development, Corporate Finance, Commercial Finance, Cash Flow, Turn Around Management, Loans, Financial Structuring, Cash Flow Lending, Credit Risk, Lines Of Credit, Loan Origination, Portfolio Management, Underwriting, Funding, Due Diligence, Cash Management, Capital Markets, Financial Risk, Investment Banking, Structured Finance, LBO, Debt Restructuring, Recapitalizations, Relationship Management, Financial Advisory, New Business Development, Banking Relationships, Managerial Finance, Capital
Education
Miami University
Bachelors of Science, Finance, Economics
HealthBridge May 2000 - Present
Phoenix Marketing Group May 2000 - Present
PHOENIX, AN EXPRESS SCRIPTS COMPANY January 2000 - Present
Phoenix, An Express Scripts Company January 2000 - Present
Phoenix 2000 - Present
PMG 2000 - Present
Phoenix-ESI 2005 - 2010
Phoenix Marketing Group 2000 - 2010
USL FIRST SOURCE January 1999 - January 2000
SUMMIT FINANCIAL RESOURCES January 1994 - January 1999
Education
WARREN COUNTY COMMUNITY COLLEGE
PALM BEACH JUNIOR COLLEGE
Interior Design
County College of Morris
Weichert Realtors 2002 - Present
Summit Financial Resources 2000 - 2001
Comphrensive Asset 2000 - 2001
Comphrensive 2000 - 2001
Skills
Real Estate, Referrals, Relocation, Listings, First Time Home Buyers, Buyer Representation, Foreclosures, Single Family Homes, Short Sales, Rentals, Townhomes, Negotiation
Education
Centenary College 2003 — 2006
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management
Berkeley College 1994 — 1996
Associate of Science (A.S.), Business Administration and Management
Sunquest Funding September 2013 - Present
Residential Finance January 2012 - September 2013
BNY Mellon/ Pershing January 2006 - April 2010
ADP January 2005 - December 2005
NEW YORK LIFE INVESTMENT MANAGEMENT January 2004 - December 2004
TD WATERHOUSE January 2003 - December 2003
SUMMIT FINANCIAL RESOURCES January 1991 - August 2001
Mount Landscape Contractors 1998 - 1999
Skills
Life, Health, Property,..., FINRA Series 7, 6, 63,55, Securities, Mutual Funds, Insurance, Sales, Fixed Income, Management, Trading, Financial Services, Series 7, Investments, Licensed Mortgage Loan..., Property & Casualty..., Real Estate, Loans, Finance, Bonds, Portfolio Management, Options, Retirement, Series 63, Financial Advisory, Retirement Planning, Mortgage Lending, Wealth Management, Strategic Financial..., FINRA, Fixed Annuities, Credit, Equities, Hedge Funds, Funding, Banking, Relationship Management, Financial Markets, Residential Mortgages, Life Insurance, Credit Analysis
Education
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1988
Bachelor of Arts, Political Science