Summit Financial Resources

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Summit Financial Resources Employees

Employee
Years
Job
Industry
Nicholas Pitsilos Nicholas Pitsilos Bethlehem, Pennsylvania Details
Nicholas Pitsilos's Summit Financial Resources Experience September 1998 - December 2001
Job Account Manager at Meier & Dutch Wholesale Cigar
Industry Tobacco
Experience
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

Alexander A. Aiello Alexander A. Aiello Greater New York City Area Details
Alexander A. Aiello's Summit Financial Resources Experience December 2007 - May 2008
Job VP – Private Client Advisor JPMorgan Chase Bank N.A.
Industry Financial Services
Experience
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

Peter Touhill Peter Touhill Greater New York City Area Details
Peter Touhill's Summit Financial Resources Experience May 2005 - October 2007
Job CRE Loan Origination, Benefit Street Partners
Industry Commercial Real Estate
Experience
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

Catherine Mendez Catherine Mendez Greater New York City Area Details
Catherine Mendez's Summit Financial Resources Experience July 2005 - September 2008
Job Director of Research, Omnibus Consulting
Industry Staffing and Recruiting
Experience
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

Christen Terantino Christen Terantino Greater New York City Area Details
Christen Terantino's Summit Financial Resources Experience November 1997 - April 2001
Job Human Resources, Talent Coordinator, Talent Mgnt. Org. Devel & Learning at Novartis Pharmaceuticals Corporation
Industry Pharmaceuticals
Experience
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

Joseph Cerrigone Joseph Cerrigone Greater New York City Area Details
Joseph Cerrigone's Summit Financial Resources Experience February 1999 - April 2004
Job Versitile leader experienced in Operations, Finance, Insurance, Hospitality and Tourism
Industry Airlines/Aviation
Experience
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

Carl Pigg Carl Pigg Lenexa, Kansas Details
Carl Pigg's Summit Financial Resources Experience 2005 - 2008
Job Vice President at Marquette Commercial Finance
Industry Financial Services
Experience
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

Paige P. Metzger, CFP® Paige P. Metzger, CFP® Greater New York City Area Details
Paige P. Metzger, CFP®'s Summit Financial Resources Experience 2002 - 2005
Job Senior Financial Professional at Merrill Lynch
Industry Financial Services
Experience
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

Kai Jones Kai Jones Houston, Texas Details
Kai Jones's Summit Financial Resources Experience June 2011 - June 2013
Job Market President West Houston at BB&T
Industry Financial Services
Experience
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

Kerrie Schaefer-Goldwater Kerrie Schaefer-Goldwater Houston, Texas Details
Kerrie Schaefer-Goldwater's Summit Financial Resources Experience May 2000 - March 2002
Job Secondary Marketing Manager at America's Choice Home Loans
Industry Financial Services
Experience
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

James Dill James Dill Greater New York City Area Details
James Dill's Summit Financial Resources Experience May 2004 - April 2007
Job First Vice President at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services  October 2008 - Present
Morgan Stanley  May 2007 - October 2008
Summit Financial Resources   May 2004 - April 2007

Education
Kean University   2001 — 2005

Daniel Field, CFP® Daniel Field, CFP® Morristown, New Jersey Details
Daniel Field, CFP®'s Summit Financial Resources Experience May 2008 - August 2014
Job Wealth Advisor at J. M. Egan Wealth Advisors, LLC
Industry Financial Services
Experience
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

Klaudia Maslo Klaudia Maslo Morristown, New Jersey Details
Klaudia Maslo's Summit Financial Resources Experience April 2000 - February 2004
Job Compliance Specialist I LPL Registered Principal I Private Advisor Group
Industry Financial Services
Experience
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

Anthony J. Fiore Anthony J. Fiore Westfield, New Jersey Details
Anthony J. Fiore's Summit Financial Resources Experience June 2008 - June 2009
Job Technology Manager and Company Trainer at RE/MAX Properties Unlimited Westfield, Morristown and Rockaway
Industry Real Estate
Experience
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

Neil Restaino Neil Restaino Greater New York City Area Details
Neil Restaino's Summit Financial Resources Experience May 2008 - January 2010
Job Project Manager at Prudential Financial
Industry Marketing and Advertising
Experience
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

Laurin (Chip) McArthur Laurin (Chip) McArthur Greater New York City Area Details
Laurin (Chip) McArthur's Summit Financial Resources Experience 2006 - 2006
Job Associate, Intelligent Solutions at J.P. Morgan
Industry Financial Services
Experience
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

Sach Bhujange Sach Bhujange New York, New York Details
Sach Bhujange's Summit Financial Resources Experience June 2006 - October 2006
Job Associate at J.P. Morgan
Industry Financial Services
Experience
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

Jonathan Camiolo Jonathan Camiolo Greater New York City Area Details
Jonathan Camiolo's Summit Financial Resources Experience March 2008 - June 2009
Job Pastoral Associate of Faith Formation at Church of Saint Elizabeth
Industry Religious Institutions
Experience
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

LuAnne M. Pirrello LuAnne M. Pirrello Greater New York City Area Details
LuAnne M. Pirrello's Summit Financial Resources Experience January 2000 - November 2004
Job
Industry Human Resources
Experience
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

Violet Hickox Violet Hickox Greater Chicago Area Details
Violet Hickox's Summit Financial Resources Experience 2009 - Present
Job Vice President
Industry Banking
Experience
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

Sean Kinsella Sean Kinsella Greater St. Louis Area Details
Sean Kinsella's Summit Financial Resources Experience October 2010 - October 2014
Job Vice President Business Development Officer at Crestmark Bank
Industry Banking
Experience
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

John Soltis, CFP® John Soltis, CFP® Greater New York City Area Details
John Soltis, CFP®'s Summit Financial Resources Experience September 2003 - September 2005
Job Lead Manager Examinations at AXA
Industry Financial Services
Experience
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

Matt Paccione Matt Paccione Greater New York City Area Details
Matt Paccione's Summit Financial Resources Experience July 2006 - November 2008
Job Network Repair Technician at Verizon Wireless
Industry Information Technology and Services
Experience
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

Cindy A. Mustard Cindy A. Mustard Cincinnati Area Details
Cindy A. Mustard's Summit Financial Resources Experience 2006 - 2008
Job Senior Vice President at Celtic Capital Corporation
Industry Financial Services
Experience
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

Anne Gardner Anne Gardner Greater Los Angeles Area Details
Anne Gardner's Summit Financial Resources Experience May 2005 - January 2008
Job Senior Vice President Senior Client Manager, Bank of America
Industry Banking
Experience
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

Walker Joyce Walker Joyce Greater New York City Area Details
Walker Joyce's Summit Financial Resources Experience 2001 - 2004
Job Performing Arts & Entertainment Professional
Industry Nonprofit Organization Management
Experience
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

Joe Biancotti Joe Biancotti Greater New York City Area Details
Joe Biancotti's Summit Financial Resources Experience April 2007 - May 2012
Job Funding and Post Closing Coordinator at Fortren Funding LLC
Industry Financial Services
Experience
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

Richard Millus Richard Millus Greater New York City Area Details
Richard Millus's Summit Financial Resources Experience May 2007 - Present
Job Director Senior Financial Consultant at Summit Financial Resources
Industry Financial Services
Experience
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

Christopher Topczewski Christopher Topczewski Greater New York City Area Details
Christopher Topczewski's Summit Financial Resources Experience December 2006 - March 2007
Job Business Analyst at Deutsche Bank
Industry Investment Banking
Experience
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

Timothy Carstens Timothy Carstens Phoenix, Arizona Area Details
Timothy Carstens's Summit Financial Resources Experience July 2009 - August 2010
Job Vice President at PNC Business Credit
Industry Financial Services
Experience
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

Lois Zachok Lois Zachok Greater New York City Area Details
Lois Zachok's Summit Financial Resources Experience January 1994 - January 1999
Job Senior Accounting Manager at HealthBridge
Industry Pharmaceuticals
Experience
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

Nadine Lahoe Nadine Lahoe Greater New York City Area Details
Nadine Lahoe's Summit Financial Resources Experience 2000 - 2001
Job Assistant & Referral Agent at Weichert
Industry Real Estate
Experience
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

Jack Mount Jack Mount Greater New York City Area Details
Jack Mount's Summit Financial Resources Experience January 1991 - August 2001
Job Professional in transition
Industry Financial Services
Experience
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