Summit Financial Resources, Inc.
Industry: Company
DescriptionFounded: 1982 Subsidiary: Summit Financial Resources Inc, Asset Management Arm
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Summit Financial Resources, Inc. Employees
Employee
Years
Job
Industry
Jared Friedman Jared Friedman's Summit Financial Resources, Inc. Experience May 2011 - August 2013
Job Dealer Business Development Intern at Porsche Cars North America
Industry
Experience
Porsche Cars North America May 2014 - August 2014
Summit Financial Resources, Inc. May 2011 - August 2013
Boys & Girls Clubs of Newark July 2010 - August 2012
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Laserfiche, Gorilla, Social Media, Morningstar, Bloomberg, Data Analysis
Education
Emory University - Goizueta Business School 2011 — 2015
Porsche Cars North America May 2014 - August 2014
Summit Financial Resources, Inc. May 2011 - August 2013
Boys & Girls Clubs of Newark July 2010 - August 2012
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Laserfiche, Gorilla, Social Media, Morningstar, Bloomberg, Data Analysis
Education
Emory University - Goizueta Business School 2011 — 2015
Christine Frole CPA Financial Advisor Christine Frole CPA Financial Advisor's Summit Financial Resources, Inc. Experience 2004 - 2006
Job Christine Frole & Associates, a financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2011 - Present
JPMorgan Chase February 2009 - October 2011
Merrill Lynch September 2006 - February 2009
Summit Financial Resources, Inc. 2004 - 2006
Sony 2000 - 2004
Education
Fordham University 1977 — 1981
Bachelor of Applied Science (B.A.Sc.), Accounting
Ameriprise Financial Services, Inc. December 2011 - Present
JPMorgan Chase February 2009 - October 2011
Merrill Lynch September 2006 - February 2009
Summit Financial Resources, Inc. 2004 - 2006
Sony 2000 - 2004
Education
Fordham University 1977 — 1981
Bachelor of Applied Science (B.A.Sc.), Accounting
Frank J. DeVito Frank J. DeVito's Summit Financial Resources, Inc. Experience April 2013 - January 2014
Job CSA at UBS Financial Services
Industry Financial Services
Experience
UBS Wealth Management February 2015 - Present
National Securities June 2014 - December 2014
Beacon Hill Country Club April 2006 - August 2014
Seton Hall Univeristy September 2010 - June 2014
Summit Financial Resources, Inc. April 2013 - January 2014
Education
Seton Hall University 2010 — 2014
Bachelor's degree, Finance, General
Red Bank Catholic High School 2006 — 2010
UBS Wealth Management February 2015 - Present
National Securities June 2014 - December 2014
Beacon Hill Country Club April 2006 - August 2014
Seton Hall Univeristy September 2010 - June 2014
Summit Financial Resources, Inc. April 2013 - January 2014
Education
Seton Hall University 2010 — 2014
Bachelor's degree, Finance, General
Red Bank Catholic High School 2006 — 2010
Alex Chatfield Alex Chatfield's Summit Financial Resources, Inc. Experience December 2002 - February 2004
Job Senior Director of Client Advisory at AppNexus
Industry Online Media
Experience
AppNexus January 2015 - Present
AppNexus January 2014 - December 2014
AppNexus August 2013 - December 2013
AppNexus January 2013 - August 2013
AppNexus December 2011 - December 2012
AppNexus June 2010 - December 2011
IBM Global Business Services August 2006 - June 2010
Great American Insurance May 2005 - August 2005
CutCo Cutlery May 2004 - August 2004
Summit Financial Resources, Inc. December 2002 - February 2004
Skills
Client Services, Technology..., Sales Engineering, Troubleshooting, Team Leadership, Salesforce.com, Customer Relations, Analytics, Excel, Account Management, Word, Microsoft Office, Data Analysis, Strategic Planning, Project Management, Microsoft Excel, Management, Product Management, Customer Service, Microsoft Word, JavaScript, CSS, HTML, SQL
Education
Lafayette College 2003 — 2007
BS, Mechanical Engineering
Voorhees 1999 — 2003
AppNexus January 2015 - Present
AppNexus January 2014 - December 2014
AppNexus August 2013 - December 2013
AppNexus January 2013 - August 2013
AppNexus December 2011 - December 2012
AppNexus June 2010 - December 2011
IBM Global Business Services August 2006 - June 2010
Great American Insurance May 2005 - August 2005
CutCo Cutlery May 2004 - August 2004
Summit Financial Resources, Inc. December 2002 - February 2004
Skills
Client Services, Technology..., Sales Engineering, Troubleshooting, Team Leadership, Salesforce.com, Customer Relations, Analytics, Excel, Account Management, Word, Microsoft Office, Data Analysis, Strategic Planning, Project Management, Microsoft Excel, Management, Product Management, Customer Service, Microsoft Word, JavaScript, CSS, HTML, SQL
Education
Lafayette College 2003 — 2007
BS, Mechanical Engineering
Voorhees 1999 — 2003
Joe Lariviere, PMP Joe Lariviere, PMP's Summit Financial Resources, Inc. Experience 2006 - 2007
Job Management Consultant at Greencastle Associates Consulting
Industry Management Consulting
Experience
Greencastle Associates Consulting September 2013 - Present
3-385th, 4th Brigade, 98th Division (IT) May 2012 - Present
Litemovers.com, LLC November 2012 - September 2013
Mark Group, Inc. May 2012 - November 2012
Counterinsurgency Training Center-Afghanistan March 2011 - March 2012
Regional Training Center - East 2008 - 2011
Summit Financial Resources, Inc. 2006 - 2007
Skills
Strategic Planning, Business Strategy, Team Leadership, Project Management, Financial Analysis, Microsoft Excel, Relationship Management, Marketing Strategy, Team Building, Entrepreneurship, Leadership, Military, Operations Management, Management, Training, Policy, Project Planning, Operational Planning, Budgets, Army, Program Management, Security Clearance, Government, Military Experience
Education
Rutgers Business School 1999 — 2004
Bachelor of Science, Finance
Greencastle Associates Consulting September 2013 - Present
3-385th, 4th Brigade, 98th Division (IT) May 2012 - Present
Litemovers.com, LLC November 2012 - September 2013
Mark Group, Inc. May 2012 - November 2012
Counterinsurgency Training Center-Afghanistan March 2011 - March 2012
Regional Training Center - East 2008 - 2011
Summit Financial Resources, Inc. 2006 - 2007
Skills
Strategic Planning, Business Strategy, Team Leadership, Project Management, Financial Analysis, Microsoft Excel, Relationship Management, Marketing Strategy, Team Building, Entrepreneurship, Leadership, Military, Operations Management, Management, Training, Policy, Project Planning, Operational Planning, Budgets, Army, Program Management, Security Clearance, Government, Military Experience
Education
Rutgers Business School 1999 — 2004
Bachelor of Science, Finance
Patricia Wilkinson Patricia Wilkinson's Summit Financial Resources, Inc. Experience April 2011 - Present
Job Insurance Coordinator at Summit Financial Resources, Inc.
Industry Insurance
Experience
Summit Financial Resources, Inc. April 2011 - Present
DCW September 2008 - December 2008
Kemper National Ins. August 1998 - October 1999
AIG December 1997 - June 1998
Employee Solutions, Inc April 1996 - September 1997
Kemper National Insurance Company January 1990 - March 1996
Skills
Risk Management, Sales, Underwriting, Program Management, Workers Compensation, Brokers, Access, Software Documentation, Editing, Accounting, Auditing, Proposal Writing, Research, Leadership
Education
College of St. Elizabeth
Rosemont College
Bachelor of Arts (B.A.), Contemporary English (literature) Studies; History and Art History
Summit Financial Resources, Inc. April 2011 - Present
DCW September 2008 - December 2008
Kemper National Ins. August 1998 - October 1999
AIG December 1997 - June 1998
Employee Solutions, Inc April 1996 - September 1997
Kemper National Insurance Company January 1990 - March 1996
Skills
Risk Management, Sales, Underwriting, Program Management, Workers Compensation, Brokers, Access, Software Documentation, Editing, Accounting, Auditing, Proposal Writing, Research, Leadership
Education
College of St. Elizabeth
Rosemont College
Bachelor of Arts (B.A.), Contemporary English (literature) Studies; History and Art History
Brianne Paltjon Brianne Paltjon's Summit Financial Resources, Inc. Experience July 2012 - March 2013
Job Executive Assistant at Booz & Co.
Industry Financial Services
Experience
Booz & Company May 2013 - Present
Summit Financial Resources, Inc. July 2012 - March 2013
Appalachian Basin Land Resources, LLC August 2010 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook
Education
Lock Haven University of Pennsylvania 2005 — 2009
Communication Studies
Watchung Hills 2001 — 2005
Booz & Company May 2013 - Present
Summit Financial Resources, Inc. July 2012 - March 2013
Appalachian Basin Land Resources, LLC August 2010 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook
Education
Lock Haven University of Pennsylvania 2005 — 2009
Communication Studies
Watchung Hills 2001 — 2005
Robert Rosenbaum's Summit Financial Resources, Inc. Experience 1984 - 1999
Job Managing Director P&A Capital Advisors
Industry Investment Management
Experience
P&A Capital Advisors, Inc. February 2010 - Present
Altegris Investments January 2009 - November 2009
OppenheimerFunds - Tremont Group Holdings, Inc. December 1999 - February 2008
Summit Financial Resources, Inc. 1984 - 1999
Skills
Hedge Funds, Asset Allocation, Wealth Management, Managed Futures, Accounting, Taxation, Investment Advisory, Series 7, Investor Relations, Series 63, Wealth Management..., Estate Planning, Portfolio Management, Business Development, Broker-Dealer, Alternative Investments, Relation Management, Fund Of Funds, Mutual Funds, Finance, Tax, High Net Worth..., Asset Management, Investments
Education
Rutgers University
BA, Economics & Accounting
Seton Hall University
Master of Science (MS), Taxation
P&A Capital Advisors, Inc. February 2010 - Present
Altegris Investments January 2009 - November 2009
OppenheimerFunds - Tremont Group Holdings, Inc. December 1999 - February 2008
Summit Financial Resources, Inc. 1984 - 1999
Skills
Hedge Funds, Asset Allocation, Wealth Management, Managed Futures, Accounting, Taxation, Investment Advisory, Series 7, Investor Relations, Series 63, Wealth Management..., Estate Planning, Portfolio Management, Business Development, Broker-Dealer, Alternative Investments, Relation Management, Fund Of Funds, Mutual Funds, Finance, Tax, High Net Worth..., Asset Management, Investments
Education
Rutgers University
BA, Economics & Accounting
Seton Hall University
Master of Science (MS), Taxation
William Darling's Summit Financial Resources, Inc. Experience January 2013 - August 2013
Job Paralegal
Industry Legal Services
Experience
Weitz & Luxenberg May 2015 - Present
Sirius XM Radio Inc. January 2015 - May 2015
Seton Hall Sports Poll September 2013 - December 2014
New Jersey Jackals May 2013 - September 2013
Summit Financial Resources, Inc. January 2013 - August 2013
Young Men's Christian Association November 2010 - August 2012
Skills
People Skills, Market Research, Time Management, Patience, Cold Calling, Sales, Social Networking, Research, Microsoft Excel, High Organizational..., Clerical Skills, Computer Proficiency, PowerPoint, Sports Management, Teamwork, Microsoft Office, Microsoft Word, Public Speaking
Education
Rutgers University School of Law - Newark 2015 — 2018
Doctor of Law (J.D.)
Seton Hall University 2011 — 2015
B.S. in Business Administration, Sport Management
Weitz & Luxenberg May 2015 - Present
Sirius XM Radio Inc. January 2015 - May 2015
Seton Hall Sports Poll September 2013 - December 2014
New Jersey Jackals May 2013 - September 2013
Summit Financial Resources, Inc. January 2013 - August 2013
Young Men's Christian Association November 2010 - August 2012
Skills
People Skills, Market Research, Time Management, Patience, Cold Calling, Sales, Social Networking, Research, Microsoft Excel, High Organizational..., Clerical Skills, Computer Proficiency, PowerPoint, Sports Management, Teamwork, Microsoft Office, Microsoft Word, Public Speaking
Education
Rutgers University School of Law - Newark 2015 — 2018
Doctor of Law (J.D.)
Seton Hall University 2011 — 2015
B.S. in Business Administration, Sport Management
Michael Aloi Michael Aloi's Summit Financial Resources, Inc. Experience July 1999 - Present
Job Michael Aloi helps individuals and executives take control of their finances.
Industry Financial Services
Experience
Summit Financial Resources, Inc. July 1999 - Present
Skills
Strategic Financial..., Financial Advisory, Financial Services, Portfolio Management, Series 7, Wealth Management, Investments, Finance, Certified Financial..., Wealth Management..., Securities, Asset Management, Risk Management, Alternative Investments, Insurance, Hedge Funds, Equities, Estate Planning, Financial Markets, Credit, NJ and CT Long-Term...
Education
The College of New Jersey 1995 — 1999
Bachelor of Science, Finance
College for Financial Planning
Summit Financial Resources, Inc. July 1999 - Present
Skills
Strategic Financial..., Financial Advisory, Financial Services, Portfolio Management, Series 7, Wealth Management, Investments, Finance, Certified Financial..., Wealth Management..., Securities, Asset Management, Risk Management, Alternative Investments, Insurance, Hedge Funds, Equities, Estate Planning, Financial Markets, Credit, NJ and CT Long-Term...
Education
The College of New Jersey 1995 — 1999
Bachelor of Science, Finance
College for Financial Planning
Mohit Patel Mohit Patel's Summit Financial Resources, Inc. Experience May 2015 - July 2015
Job B.S. Candidate in Economics interested in Management Consulting and Public Policy
Industry Management Consulting
Experience
Seton Hall University August 2014 - Present
Summit Financial Resources, Inc. May 2015 - July 2015
Seton Hall University Model United Nations Conference November 2014 - April 2015
The Hall Street Fund September 2014 - December 2014
Skills
Public Speaking, Economics, Research, Microsoft Office, Leadership, Microsoft Excel, Financial Accounting, Writing, Fundamental Analysis, Finance, Politics, PowerPoint, Financial Modeling, Business Ethics, Microsoft Word, DCF Valuation, Microsoft Publisher, Presentation Skills, Public Policy, Public Relations, WordPress, Social Networking, Social Media, Facebook, Editing, Communication, Critical Thinking, Statistics, Investments, Financial Analysis, Teamwork, Business Mathematics, Policy Analysis, Data Analysis, International Relations, Qualitative Research, Management, Strategy, Blogging, Equity Research, Valuation, Python, Java, Basic HTML, CSS, Analysis
Education
Seton Hall University 2014 — 2018
Bachelor of Science in Business Administration (B.S.B.), Economics
Bethlehem Catholic High School 2010 — 2014
High School Diploma, N/A
Seton Hall University 2014 — 2018
Bachelor of Arts (B.A.), Philosophy
Seton Hall University August 2014 - Present
Summit Financial Resources, Inc. May 2015 - July 2015
Seton Hall University Model United Nations Conference November 2014 - April 2015
The Hall Street Fund September 2014 - December 2014
Skills
Public Speaking, Economics, Research, Microsoft Office, Leadership, Microsoft Excel, Financial Accounting, Writing, Fundamental Analysis, Finance, Politics, PowerPoint, Financial Modeling, Business Ethics, Microsoft Word, DCF Valuation, Microsoft Publisher, Presentation Skills, Public Policy, Public Relations, WordPress, Social Networking, Social Media, Facebook, Editing, Communication, Critical Thinking, Statistics, Investments, Financial Analysis, Teamwork, Business Mathematics, Policy Analysis, Data Analysis, International Relations, Qualitative Research, Management, Strategy, Blogging, Equity Research, Valuation, Python, Java, Basic HTML, CSS, Analysis
Education
Seton Hall University 2014 — 2018
Bachelor of Science in Business Administration (B.S.B.), Economics
Bethlehem Catholic High School 2010 — 2014
High School Diploma, N/A
Seton Hall University 2014 — 2018
Bachelor of Arts (B.A.), Philosophy
Elizabeth Baumel's Summit Financial Resources, Inc. Experience May 2012 - May 2015
Job Director of Admission at Gottesman RTW Academy
Industry Financial Services
Experience
Gottesman RTW Academy May 2015 - Present
Summit Financial Resources, Inc. May 2012 - May 2015
Huntington Learning Center 2011 - May 2012
Barnstable Academy 2009 - 2011
Huntington Learning Center 2005 - 2009
Huntington Learning Center 2007 - 2008
Skills
Sales, Marketing, Event Management, Social Media, Social Networking, Community Outreach, Admissions, Teaching, Marketing Event Planning, Trade Shows, Open Houses, Recruiting, Team Building, Management, Team Management, Team Leadership, Education, Training, Customer Service, Public Speaking, Staff Development, Time Management, Insurance, Coaching, Leadership, Leadership Development, Outlook, Strategic Planning, Event Planning, Employee Benefits, Investments, Cold Calling, Employee Training, Resume Writing, College Recruiting, Hiring, Interviews, Human Resources, Career Counseling, Organizational..., Educational Consulting, Succession Planning, Administration, Small Business
Education
Binghamton University
Bachelors of Arts, History
SUNY Albany
Masters Degree, History Teacher Education
Gottesman RTW Academy May 2015 - Present
Summit Financial Resources, Inc. May 2012 - May 2015
Huntington Learning Center 2011 - May 2012
Barnstable Academy 2009 - 2011
Huntington Learning Center 2005 - 2009
Huntington Learning Center 2007 - 2008
Skills
Sales, Marketing, Event Management, Social Media, Social Networking, Community Outreach, Admissions, Teaching, Marketing Event Planning, Trade Shows, Open Houses, Recruiting, Team Building, Management, Team Management, Team Leadership, Education, Training, Customer Service, Public Speaking, Staff Development, Time Management, Insurance, Coaching, Leadership, Leadership Development, Outlook, Strategic Planning, Event Planning, Employee Benefits, Investments, Cold Calling, Employee Training, Resume Writing, College Recruiting, Hiring, Interviews, Human Resources, Career Counseling, Organizational..., Educational Consulting, Succession Planning, Administration, Small Business
Education
Binghamton University
Bachelors of Arts, History
SUNY Albany
Masters Degree, History Teacher Education
Pedram Oveissi Pedram Oveissi's Summit Financial Resources, Inc. Experience June 2009 - August 2009
Job Investment Management Associate at BlackRock
Industry Financial Services
Experience
BlackRock October 2014 - Present
Allied Wealth Partners December 2011 - September 2014
USHAA, Inc. June 2010 - September 2010
Wakefern Food Corporation June 2010 - August 2010
Summit Financial Resources, Inc. June 2009 - August 2009
O2 Sports June 2005 - July 2009
Education
Saint Joseph's University 2007 — 2011
Saint Louis University, Madrid 2010 — 2010
Seton Hall Preparatory 2003 — 2007
BlackRock October 2014 - Present
Allied Wealth Partners December 2011 - September 2014
USHAA, Inc. June 2010 - September 2010
Wakefern Food Corporation June 2010 - August 2010
Summit Financial Resources, Inc. June 2009 - August 2009
O2 Sports June 2005 - July 2009
Education
Saint Joseph's University 2007 — 2011
Saint Louis University, Madrid 2010 — 2010
Seton Hall Preparatory 2003 — 2007
Brandon Lopez Brandon Lopez's Summit Financial Resources, Inc. Experience December 2011 - July 2012
Job Marketing at Lenox
Industry Marketing and Advertising
Experience
Lenox September 2014 - Present
Arista Performance April 2012 - Present
Penn Capital Management July 2012 - January 2013
Summit Financial Resources, Inc. December 2011 - July 2012
Skills
Social Media, Facebook, Advertising, Microsoft Word, Online Marketing, Social Media Marketing, Market Research, Social Networking, Marketing Strategy, Online Advertising, Marketing Communications, Digital Marketing, Email Marketing, Event Planning, Management, CRM, Sales, YouTube, Word, LinkedIn, InDesign, Email Campaigning, Website Updating, Copy Editing, Microsoft Excel, PowerPoint, Time Management, Marketing, Customer Service, Public Speaking, Teamwork, Leadership, Twitter, Photoshop, Research, Event Management
Education
Rider University 2009 — 2013
Bachelor of Science and Business Administration (B.S.B.A.), Marketing & Advertising, Double Major
Lenox September 2014 - Present
Arista Performance April 2012 - Present
Penn Capital Management July 2012 - January 2013
Summit Financial Resources, Inc. December 2011 - July 2012
Skills
Social Media, Facebook, Advertising, Microsoft Word, Online Marketing, Social Media Marketing, Market Research, Social Networking, Marketing Strategy, Online Advertising, Marketing Communications, Digital Marketing, Email Marketing, Event Planning, Management, CRM, Sales, YouTube, Word, LinkedIn, InDesign, Email Campaigning, Website Updating, Copy Editing, Microsoft Excel, PowerPoint, Time Management, Marketing, Customer Service, Public Speaking, Teamwork, Leadership, Twitter, Photoshop, Research, Event Management
Education
Rider University 2009 — 2013
Bachelor of Science and Business Administration (B.S.B.A.), Marketing & Advertising, Double Major
Greg Esposito, CFP® Greg Esposito, CFP®'s Summit Financial Resources, Inc. Experience 1993 - Present
Job Wealth Advisor at Summit Financial Resources, Inc.
Industry Financial Services
Experience
Summit Financial Resources, Inc. 1993 - Present
Financial Planning Association of New Jersey January 2008 - December 2011
Skills
Wealth Management, Estate Planning, Portfolio Management, Wealth Management..., Strategic Financial..., Wealth, High Net Worth..., Finance, Retirement Planning, Personal Finance, Series 7, Investment Advisory
Education
Seton Hall University 1989 — 1990
Business
Hofstra University 1983 — 1987
Bachelor of Business Administration (B.B.A.), Business
Summit Financial Resources, Inc. 1993 - Present
Financial Planning Association of New Jersey January 2008 - December 2011
Skills
Wealth Management, Estate Planning, Portfolio Management, Wealth Management..., Strategic Financial..., Wealth, High Net Worth..., Finance, Retirement Planning, Personal Finance, Series 7, Investment Advisory
Education
Seton Hall University 1989 — 1990
Business
Hofstra University 1983 — 1987
Bachelor of Business Administration (B.B.A.), Business
Deanna Breakey Deanna Breakey's Summit Financial Resources, Inc. Experience May 1993 - Present
Job Operations Manager at Summit Financial Resources, Inc.
Industry Financial Services
Experience
Summit Financial Resources, Inc. May 1993 - Present
Education
Montclair State University
Bachelor's Degree, Accounting and Finance
Summit Financial Resources, Inc. May 1993 - Present
Education
Montclair State University
Bachelor's Degree, Accounting and Finance
Ryan Yetman's Summit Financial Resources, Inc. Experience May 2015 - Present
Job Intern at Summit Financial Resources, Inc.
Industry Financial Services
Experience
Summit Financial Resources, Inc. May 2015 - Present
Beacon Hill Country Club April 2009 - Present
Off the Hook Restaurant May 2011 - Present
Skills
Financial Analysis, Event Management, Strategic Planning, Microsoft Office, Teamwork, Public Speaking, Leadership, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Social Media, Customer Service, Sales, Finance, Critical Thinking
Education
University of Scranton 2012 — 2016
Bachelor of Science (BS), Finance
Summit Financial Resources, Inc. May 2015 - Present
Beacon Hill Country Club April 2009 - Present
Off the Hook Restaurant May 2011 - Present
Skills
Financial Analysis, Event Management, Strategic Planning, Microsoft Office, Teamwork, Public Speaking, Leadership, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Social Media, Customer Service, Sales, Finance, Critical Thinking
Education
University of Scranton 2012 — 2016
Bachelor of Science (BS), Finance
Bart Partington Bart Partington's Summit Financial Resources, Inc. Experience October 2008 - June 2009
Job Senior Commercial Lender
Industry Banking
Experience
Martha's Vineyard Savings Bank March 2014 - Present
Partington Capital Advisory Services July 2009 - February 2013
Bank of America January 2011 - June 2012
Summit Financial Resources, Inc. October 2008 - June 2009
Vrye Advisors, LLC January 2008 - October 2008
HSBC Bank USA, NA June 2000 - October 2007
The Bank of New York March 1986 - June 2000
Skills
Investments, Wealth Management, Capital Markets, Financial Services, Alternative Investments, Strategic Financial..., Hedge Funds, Finance, Banking, Credit, Investment Management, Financial Advisory, Mortgage Lending, Loans, Equities, Securities, Series 7, Investment Strategies, Credit Analysis, Financial Planners, Commercial Banking, Mergers
Education
New York University - Leonard N. Stern School of Business 1983 — 1985
MBA, Finance
Middlebury College 1976 — 1980
Bachelor of Arts (B.A.), Biology
Phillips Academy 1972 — 1976
Martha's Vineyard Savings Bank March 2014 - Present
Partington Capital Advisory Services July 2009 - February 2013
Bank of America January 2011 - June 2012
Summit Financial Resources, Inc. October 2008 - June 2009
Vrye Advisors, LLC January 2008 - October 2008
HSBC Bank USA, NA June 2000 - October 2007
The Bank of New York March 1986 - June 2000
Skills
Investments, Wealth Management, Capital Markets, Financial Services, Alternative Investments, Strategic Financial..., Hedge Funds, Finance, Banking, Credit, Investment Management, Financial Advisory, Mortgage Lending, Loans, Equities, Securities, Series 7, Investment Strategies, Credit Analysis, Financial Planners, Commercial Banking, Mergers
Education
New York University - Leonard N. Stern School of Business 1983 — 1985
MBA, Finance
Middlebury College 1976 — 1980
Bachelor of Arts (B.A.), Biology
Phillips Academy 1972 — 1976
John Sternlicht John Sternlicht's Summit Financial Resources, Inc. Experience June 2013 - September 2013
Job Sr. Purchasing Manager at Crowne Architectural Systems, Inc.
Industry Architecture & Planning
Experience
Crowne Architectural Systems, Inc. September 2013 - Present
Summit Financial Resources, Inc. June 2013 - September 2013
Northwestern Mutual May 2012 - May 2013
Elpis International Education September 2011 - May 2012
Ken Chertow Gold Medal Wrestling Camp May 2011 - August 2011
Muhlenberg College January 2009 - May 2011
Enclave Senior Community June 2004 - August 2009
NJ Primary Elections - Assembly May 2009 - June 2009
Skills
Team Leadership, Training & Development
Education
Muhlenberg College 2008 — 2012
BA
Newark Academy 2004 — 2008
HS Diploma, General
Crowne Architectural Systems, Inc. September 2013 - Present
Summit Financial Resources, Inc. June 2013 - September 2013
Northwestern Mutual May 2012 - May 2013
Elpis International Education September 2011 - May 2012
Ken Chertow Gold Medal Wrestling Camp May 2011 - August 2011
Muhlenberg College January 2009 - May 2011
Enclave Senior Community June 2004 - August 2009
NJ Primary Elections - Assembly May 2009 - June 2009
Skills
Team Leadership, Training & Development
Education
Muhlenberg College 2008 — 2012
BA
Newark Academy 2004 — 2008
HS Diploma, General
Alex M. Panas Alex M. Panas's Summit Financial Resources, Inc. Experience July 2005 - Present
Job Senior Wealth Advisor
Industry Financial Services
Experience
Summit Financial Resources, Inc. July 2005 - Present
Cadaret Grant, Inc - Stonebridge Capital Management June 1998 - July 2005
Certified Financial Services June 1995 - July 1998
Financial Network Investment Corporation, Member SIPC July 1993 - March 1995
Compass Financial Planning June 1992 - July 1993
Education
University of Delaware 1988 — 1992
Bachelors, Business Admin
College for Financial Planning 1993 — 1994
CFP®, Tax, Retirement Planning, Investments, Insurance, Estate Planning and General Financial Planning
Fairleigh Dickinson University 1992 — 1993
Certified Financial Planner, Financial Planning and Services
University of Delaware - Lerner College of Business and Economics 1988 — 1992
Bachelors, Finance
Summit Financial Resources, Inc. July 2005 - Present
Cadaret Grant, Inc - Stonebridge Capital Management June 1998 - July 2005
Certified Financial Services June 1995 - July 1998
Financial Network Investment Corporation, Member SIPC July 1993 - March 1995
Compass Financial Planning June 1992 - July 1993
Education
University of Delaware 1988 — 1992
Bachelors, Business Admin
College for Financial Planning 1993 — 1994
CFP®, Tax, Retirement Planning, Investments, Insurance, Estate Planning and General Financial Planning
Fairleigh Dickinson University 1992 — 1993
Certified Financial Planner, Financial Planning and Services
University of Delaware - Lerner College of Business and Economics 1988 — 1992
Bachelors, Finance
Joseph W. Spada, CFP® Joseph W. Spada, CFP®'s Summit Financial Resources, Inc. Experience October 1983 - Present
Job Senior Principal at Summit Financial Resources, Inc.
Industry Financial Services
Experience
Summit Financial Resources, Inc. October 1983 - Present
Skills
Estate Planning, Financial Planning, Risk Management, Retirement Planning, Investments, Retirement, Wealth Management, Wealth, Asset Management, Investment Strategies, Alternative Investments, Insurance, Portfolio Management, Investment Advisory, Asset Allocation, Strategic Financial..., Estate Tax Planning, Certified Financial...
Education
Kean University 1972 — 1977
Bachelor of Science, Political Science
College for Financial Planning
Certified Financial Planner ™
Summit Financial Resources, Inc. October 1983 - Present
Skills
Estate Planning, Financial Planning, Risk Management, Retirement Planning, Investments, Retirement, Wealth Management, Wealth, Asset Management, Investment Strategies, Alternative Investments, Insurance, Portfolio Management, Investment Advisory, Asset Allocation, Strategic Financial..., Estate Tax Planning, Certified Financial...
Education
Kean University 1972 — 1977
Bachelor of Science, Political Science
College for Financial Planning
Certified Financial Planner ™
Matthew Rowek Matthew Rowek's Summit Financial Resources, Inc. Experience January 2010 - May 2010
Job Supply Chain, Logistics, Engineering, IT
Industry Logistics and Supply Chain
Experience
QuEST Global September 2013 - June 2014
Tiffany & Co. September 2012 - February 2013
Informa Investment Solutions May 2010 - March 2012
Summit Financial Resources, Inc. January 2010 - May 2010
Wyndham Hotel Group June 2008 - August 2008
Summit Financial Resources, Inc. May 2006 - August 2007
Skills
Forecasting, Access, Data Analysis, Training, Microsoft Excel, Project Management, Leadership, Sales, Competitive Analysis, Operations Management, Outlook, Project Planning, PowerPoint, Teamwork, Databases, Retail, Warehouse Management..., Technology, Client Support, SAP
Education
Penn State University 2005 — 2009
Supply Chain and Information Systems, Economics, Engineering
QuEST Global September 2013 - June 2014
Tiffany & Co. September 2012 - February 2013
Informa Investment Solutions May 2010 - March 2012
Summit Financial Resources, Inc. January 2010 - May 2010
Wyndham Hotel Group June 2008 - August 2008
Summit Financial Resources, Inc. May 2006 - August 2007
Skills
Forecasting, Access, Data Analysis, Training, Microsoft Excel, Project Management, Leadership, Sales, Competitive Analysis, Operations Management, Outlook, Project Planning, PowerPoint, Teamwork, Databases, Retail, Warehouse Management..., Technology, Client Support, SAP
Education
Penn State University 2005 — 2009
Supply Chain and Information Systems, Economics, Engineering
Lynn Hill Lynn Hill's Summit Financial Resources, Inc. Experience January 1997 - August 2000
Job Director of Service Support at ADP
Industry Information Services
Experience
ADP June 2010 - Present
ADP January 2004 - June 2010
ADP September 2000 - December 2003
Summit Financial Resources, Inc. January 1997 - August 2000
Summit Bank April 1995 - January 1997
Skills
Business Strategy, Relationship Management, Quality Assurance, Net Promoter Score, Call Center Management, Knowledge Management, Training, Communications Planning, Project Planning, Project Implementation, Customer Support, Team Building, Financial Services, Call Quality, NICE Call Recording, Leadership, Retail Banking, ADP Payroll, HRIS, Salesforce.com, Human Resources, Account Management
Education
Montclair State University 2001 — 2003
Bachelor's Degree, Business Administration and Finance, 3.8
ADP June 2010 - Present
ADP January 2004 - June 2010
ADP September 2000 - December 2003
Summit Financial Resources, Inc. January 1997 - August 2000
Summit Bank April 1995 - January 1997
Skills
Business Strategy, Relationship Management, Quality Assurance, Net Promoter Score, Call Center Management, Knowledge Management, Training, Communications Planning, Project Planning, Project Implementation, Customer Support, Team Building, Financial Services, Call Quality, NICE Call Recording, Leadership, Retail Banking, ADP Payroll, HRIS, Salesforce.com, Human Resources, Account Management
Education
Montclair State University 2001 — 2003
Bachelor's Degree, Business Administration and Finance, 3.8
Will McKenna Will McKenna's Summit Financial Resources, Inc. Experience November 2013 - May 2014
Job Financial Associate at CuTech, LLC
Industry Research
Experience
Cu-Tech, LLC June 2015 - Present
The Expert Institute July 2014 - December 2014
ZocDoc May 2014 - July 2014
Summit Financial Resources, Inc. November 2013 - May 2014
Auriga USA, LLC October 2012 - September 2013
JP Morgan Chase April 2011 - August 2011
Skills
PowerPoint, Holistic Financial..., Strategic Financial..., Personal Financial..., Strategic Planning, Financial Analysis, Financial Modeling, Microsoft Excel, Economics, Finance, Microsoft Word, Microsoft Office, Analysis, Research, Sales, Outlook
Education
Bucknell University 2008 — 2012
Bachelor of Arts (BA), Economics
Seton Hall Prep 2004 — 2008
Cu-Tech, LLC June 2015 - Present
The Expert Institute July 2014 - December 2014
ZocDoc May 2014 - July 2014
Summit Financial Resources, Inc. November 2013 - May 2014
Auriga USA, LLC October 2012 - September 2013
JP Morgan Chase April 2011 - August 2011
Skills
PowerPoint, Holistic Financial..., Strategic Financial..., Personal Financial..., Strategic Planning, Financial Analysis, Financial Modeling, Microsoft Excel, Economics, Finance, Microsoft Word, Microsoft Office, Analysis, Research, Sales, Outlook
Education
Bucknell University 2008 — 2012
Bachelor of Arts (BA), Economics
Seton Hall Prep 2004 — 2008
Avery O'Brien Avery O'Brien's Summit Financial Resources, Inc. Experience May 2014 - Present
Job Internship at Summit Financial Resources, Inc.
Industry Accounting
Experience
Summit Financial Resources, Inc. May 2014 - Present
The Stadium May 2013 - August 2013
NC State University Poole College of Management August 2011 - May 2012
Education
North Carolina State University 2011 — 2015
Accounting and Business/Management
Summit Financial Resources, Inc. May 2014 - Present
The Stadium May 2013 - August 2013
NC State University Poole College of Management August 2011 - May 2012
Education
North Carolina State University 2011 — 2015
Accounting and Business/Management
Benjamin Canning's Summit Financial Resources, Inc. Experience September 2011 - December 2012
Job Account Executive at Patron Technology
Industry Information Technology and Services
Experience
Patron Technology May 2015 - Present
ADP June 2013 - May 2015
Stryker Spine January 2013 - May 2013
Summit Financial Resources, Inc. September 2011 - December 2012
Enterprise Rent-A-Car June 2012 - October 2012
Seton Hall University October 2010 - May 2012
Skills
PowerPoint, Microsoft Office, Time Management, Teamwork, Cold Calling, Communication, Writing, Consulting, Organization, Highly detail oriented, Project Management, Problem Solving, Quick & Eager Learner, Adobe Design Programs, Social Media, Microsoft Excel, Digital Marketing, Microsoft Word, Social Networking, Customer Service, Event Planning, Marketing, Sales
Education
Seton Hall University 2009 — 2013
B.S of Business Administration with a Concentration in Marketing, Stillman School of Business, Cum Laude
Patron Technology May 2015 - Present
ADP June 2013 - May 2015
Stryker Spine January 2013 - May 2013
Summit Financial Resources, Inc. September 2011 - December 2012
Enterprise Rent-A-Car June 2012 - October 2012
Seton Hall University October 2010 - May 2012
Skills
PowerPoint, Microsoft Office, Time Management, Teamwork, Cold Calling, Communication, Writing, Consulting, Organization, Highly detail oriented, Project Management, Problem Solving, Quick & Eager Learner, Adobe Design Programs, Social Media, Microsoft Excel, Digital Marketing, Microsoft Word, Social Networking, Customer Service, Event Planning, Marketing, Sales
Education
Seton Hall University 2009 — 2013
B.S of Business Administration with a Concentration in Marketing, Stillman School of Business, Cum Laude
Farrah Thomson Farrah Thomson's Summit Financial Resources, Inc. Experience May 2005 - December 2008
Job Account Manager at TerraCycle
Industry Marketing and Advertising
Experience
TerraCycle May 2015 - Present
Jack Morton Worldwide April 2012 - May 2015
Jack Morton Worldwide August 2010 - March 2012
BT Bistro May 2009 - April 2010
Summit Financial Resources, Inc. May 2005 - December 2008
EFK Group May 2008 - August 2008
Recording for the Blind & Dyslexic May 2007 - August 2007
WXSU 96.3 LPFM September 2004 - August 2006
Skills
Project Management, Advertising, Event Management, Marketing, Marketing Communications, Broadcast, Strategy, Budgets, Account Management, Mobile Marketing, Marketing Strategy, Management, Financial Analysis, Sustainability, Team Building, Digital Media, Asset Management, Brand Management, Vendor Management, Leadership, Event Planning, Trade Shows, Social Media Marketing
Education
Rider University 2006 — 2008
BA, Communication: Radio and Television & Advertising
Salisbury University 2004 — 2006
Communication Arts & Art
West Windsor-Plainsboro HS North 2000 — 2004
TerraCycle May 2015 - Present
Jack Morton Worldwide April 2012 - May 2015
Jack Morton Worldwide August 2010 - March 2012
BT Bistro May 2009 - April 2010
Summit Financial Resources, Inc. May 2005 - December 2008
EFK Group May 2008 - August 2008
Recording for the Blind & Dyslexic May 2007 - August 2007
WXSU 96.3 LPFM September 2004 - August 2006
Skills
Project Management, Advertising, Event Management, Marketing, Marketing Communications, Broadcast, Strategy, Budgets, Account Management, Mobile Marketing, Marketing Strategy, Management, Financial Analysis, Sustainability, Team Building, Digital Media, Asset Management, Brand Management, Vendor Management, Leadership, Event Planning, Trade Shows, Social Media Marketing
Education
Rider University 2006 — 2008
BA, Communication: Radio and Television & Advertising
Salisbury University 2004 — 2006
Communication Arts & Art
West Windsor-Plainsboro HS North 2000 — 2004
Sean Pezza's Summit Financial Resources, Inc. Experience May 2012 - December 2012
Job Associate at Summit Financial Resources, Inc.
Industry Financial Services
Experience
Housing & Residence Life, Seton Hall University August 2011 - May 2013
Summit Financial Resources, Inc. May 2012 - December 2012
Zeta Psi Fraternity, Seton Hall University December 2011 - December 2012
The Home Depot May 2011 - August 2011
Seton Hall University Sports Polling Center August 2010 - May 2011
Skills
PowerPoint, Microsoft Excel, Financial Analysis, Microsoft Office, Mutual Funds, Microsoft Word, Sales, Social Media, Time Management, Market Research, Marketing, Event Planning, Customer Service
Education
Seton Hall University 2010 — 2014
BS, Finance
Housing & Residence Life, Seton Hall University August 2011 - May 2013
Summit Financial Resources, Inc. May 2012 - December 2012
Zeta Psi Fraternity, Seton Hall University December 2011 - December 2012
The Home Depot May 2011 - August 2011
Seton Hall University Sports Polling Center August 2010 - May 2011
Skills
PowerPoint, Microsoft Excel, Financial Analysis, Microsoft Office, Mutual Funds, Microsoft Word, Sales, Social Media, Time Management, Market Research, Marketing, Event Planning, Customer Service
Education
Seton Hall University 2010 — 2014
BS, Finance
Anthony Katic Anthony Katic's Summit Financial Resources, Inc. Experience April 2013 - June 2014
Job Internal Auditor and Tennis Coach
Industry Sports
Experience
Hasbrouck Heights High Schl August 2015 - Present
Kearny Federal Savings Bank May 2013 - Present
Adidas Tennis Camp, Monmouth University July 2011 - Present
Summit Financial Resources, Inc. April 2013 - June 2014
Oppenheimer & Co. June 2012 - August 2012
Seton Hall University January 2010 - January 2011
A.K. Electric January 2006 - January 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Research, Customer Service, Financial Analysis, Public Speaking, Teamwork, English, Investments, Time Management, Market Research, Leadership
Education
Seton Hall University 2010 — 2014
Finance, 3.8/4.0
Hasbrouck Heights High Schl August 2015 - Present
Kearny Federal Savings Bank May 2013 - Present
Adidas Tennis Camp, Monmouth University July 2011 - Present
Summit Financial Resources, Inc. April 2013 - June 2014
Oppenheimer & Co. June 2012 - August 2012
Seton Hall University January 2010 - January 2011
A.K. Electric January 2006 - January 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Research, Customer Service, Financial Analysis, Public Speaking, Teamwork, English, Investments, Time Management, Market Research, Leadership
Education
Seton Hall University 2010 — 2014
Finance, 3.8/4.0
Deirdre Kane's Summit Financial Resources, Inc. Experience May 2012 - August 2012
Job Student at Seton Hall University
Industry Accounting
Experience
Deloitte June 2014 - August 2014
Fidelity Investments June 2013 - December 2013
Summit Financial Resources, Inc. May 2012 - August 2012
Boiling Springs Savings Bank May 2011 - August 2011
Skills
Accounting, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Time Management, Public Speaking
Education
Seton Hall University 2014 — 2015
Master of Science, Professional Accounting
Seton Hall University 2010 — 2014
Bachelor of Science (B.S.), Accounting, Summa Cum Laude
Rutherford High School 2006 — 2010
High School Diploma
Deloitte June 2014 - August 2014
Fidelity Investments June 2013 - December 2013
Summit Financial Resources, Inc. May 2012 - August 2012
Boiling Springs Savings Bank May 2011 - August 2011
Skills
Accounting, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Time Management, Public Speaking
Education
Seton Hall University 2014 — 2015
Master of Science, Professional Accounting
Seton Hall University 2010 — 2014
Bachelor of Science (B.S.), Accounting, Summa Cum Laude
Rutherford High School 2006 — 2010
High School Diploma
Richard Rex's Summit Financial Resources, Inc. Experience November 2008 - March 2012
Job Senior Account Executive at Windstream Communications
Industry Telecommunications
Experience
Windstream Communications March 2012 - Present
Summit Financial Resources, Inc. November 2008 - March 2012
Verizon Business December 2000 - October 2008
Skills
T1, Solution Selling, Telephony, Unified Communications, Direct Sales, Managed Services, Telecommunications, MPLS, VoIP, Account Management, Wireless, Cold Calling
Education
Saint Leo University 1984 — 1988
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Indian Hills High School 1980 — 1984
Windstream Communications March 2012 - Present
Summit Financial Resources, Inc. November 2008 - March 2012
Verizon Business December 2000 - October 2008
Skills
T1, Solution Selling, Telephony, Unified Communications, Direct Sales, Managed Services, Telecommunications, MPLS, VoIP, Account Management, Wireless, Cold Calling
Education
Saint Leo University 1984 — 1988
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Indian Hills High School 1980 — 1984
Robert Lamberti, CFA Robert Lamberti, CFA's Summit Financial Resources, Inc. Experience July 2009 - Present
Job Principal & Vice President Investments at Summit Financial Resources, Inc.
Industry Financial Services
Experience
Summit Financial Resources, Inc. July 2009 - Present
HBK Sorce Financial LLC 2008 - 2009
McHugh Associates 2005 - 2007
GMT Capital 2005 - 2005
Fox Asset Management 2002 - 2005
Cutler & Company, LLC 1998 - 2002
Valuation Research Corporation 1997 - 1998
Air Products and Chemicals 1995 - 1997
Rohm & Haas 1993 - 1995
Rohm & Haas 1989 - 1993
Education
Temple University 1991 — 1995
MBA, Finance, Asset Management
Purdue University 1985 — 1989
BS, Chemical Engineering
Summit Financial Resources, Inc. July 2009 - Present
HBK Sorce Financial LLC 2008 - 2009
McHugh Associates 2005 - 2007
GMT Capital 2005 - 2005
Fox Asset Management 2002 - 2005
Cutler & Company, LLC 1998 - 2002
Valuation Research Corporation 1997 - 1998
Air Products and Chemicals 1995 - 1997
Rohm & Haas 1993 - 1995
Rohm & Haas 1989 - 1993
Education
Temple University 1991 — 1995
MBA, Finance, Asset Management
Purdue University 1985 — 1989
BS, Chemical Engineering
Brian Barthold, ChFC Brian Barthold, ChFC's Summit Financial Resources, Inc. Experience July 2002 - Present
Job Financial Planner at Summit Financial Resources, Inc.
Industry Financial Services
Experience
Summit Financial Resources, Inc. July 2002 - Present
Morgan Stanley April 2001 - July 2001
Hornblower & Weeks Inc. June 1998 - April 2001
Continental Broker-Dealer Corp. March 1998 - June 1998
Global Financial Group, Inc. August 1997 - January 1998
United States Marine Corps 1994 - 1998
Skills
Investments, Financial Services, Portfolio Management, Retirement Planning, Finance, Equities, Investment Strategies, Wealth, Estate Planning, Financial Planning, Income Tax Planning, Fringe Benefit Planning, Insurance Planning, Mergers & Acquisitions, Strategic Financial..., Wealth Management, Insurance
Education
The American College 2009 — 2012
Chartered Financial Consultant (ChFC), Advanced Financial Planning
North Pocono High School 1990 — 1994
High School Diploma
Summit Financial Resources, Inc. July 2002 - Present
Morgan Stanley April 2001 - July 2001
Hornblower & Weeks Inc. June 1998 - April 2001
Continental Broker-Dealer Corp. March 1998 - June 1998
Global Financial Group, Inc. August 1997 - January 1998
United States Marine Corps 1994 - 1998
Skills
Investments, Financial Services, Portfolio Management, Retirement Planning, Finance, Equities, Investment Strategies, Wealth, Estate Planning, Financial Planning, Income Tax Planning, Fringe Benefit Planning, Insurance Planning, Mergers & Acquisitions, Strategic Financial..., Wealth Management, Insurance
Education
The American College 2009 — 2012
Chartered Financial Consultant (ChFC), Advanced Financial Planning
North Pocono High School 1990 — 1994
High School Diploma
Alex Atamian Alex Atamian's Summit Financial Resources, Inc. Experience September 2009 - December 2010
Job Lead Mechanic at Integrate Comfort Systems
Industry Construction
Experience
Integrate Comfort Systems April 2014 - Present
Retcon Mechanical Corp September 2012 - Present
T3 Trading Group, LLC December 2011 - June 2012
Summit Financial Resources, Inc. September 2009 - December 2010
St. John’s University Department of Athletics June 2010 - August 2010
Skills
Trading, Bloomberg, Microsoft Office, Excel, Cold Calling, Databases, Stocks, Lightspeed, Mac, Cloud Computing, series 56, Microsoft Excel, Equities, Investments, Valuation, Banking, Asset Management, Market Research, Capital Markets, Corporate Finance, Bloomberg Terminal, Analysis
Education
Montclair State University 2008 — 2011
Bachelor of Science (BS), Finance
Integrate Comfort Systems April 2014 - Present
Retcon Mechanical Corp September 2012 - Present
T3 Trading Group, LLC December 2011 - June 2012
Summit Financial Resources, Inc. September 2009 - December 2010
St. John’s University Department of Athletics June 2010 - August 2010
Skills
Trading, Bloomberg, Microsoft Office, Excel, Cold Calling, Databases, Stocks, Lightspeed, Mac, Cloud Computing, series 56, Microsoft Excel, Equities, Investments, Valuation, Banking, Asset Management, Market Research, Capital Markets, Corporate Finance, Bloomberg Terminal, Analysis
Education
Montclair State University 2008 — 2011
Bachelor of Science (BS), Finance
Helen Demir Helen Demir's Summit Financial Resources, Inc. Experience October 1999 - August 2000
Job Enthusiastic Financial Analysis Manager
Industry Pharmaceuticals
Experience
Express Scripts March 2011 - August 2014
Avis Budget Group August 2006 - August 2008
Avis Budget Group July 2004 - July 2006
Avis Budget Group June 2003 - July 2004
Cendant Inc. October 2001 - June 2003
Avis Budget Group October 2002 - December 2002
Bayerische Landesbank February 2001 - August 2001
at Munich Technical University August 2000 - August 2001
Summit Financial Resources, Inc. October 1999 - August 2000
Skills
Brio Query, Excel, PowerPoint, Revenue Management, Pricing, Data analysis, Data Mining, Data Warehousing, Communication, Leadership, Training, Data Analysis, Competitive Analysis, Revenue Analysis, Financial Analysis, Microsoft Excel, Process Improvement, Forecasting, Cross-functional Team..., Analysis, Strategy, Financial Modeling, Access
Education
Sabancı Üniversitesi 2008 — 2010
MA
Harvard University Summer Classes 2009 — 2009
Summer Clases
Stevens Institute of Technology 2002 — 2008
MS
Wellesley College 1994 — 1999
B.A
Mount Saint Mary Academy 1991 — 1995
Express Scripts March 2011 - August 2014
Avis Budget Group August 2006 - August 2008
Avis Budget Group July 2004 - July 2006
Avis Budget Group June 2003 - July 2004
Cendant Inc. October 2001 - June 2003
Avis Budget Group October 2002 - December 2002
Bayerische Landesbank February 2001 - August 2001
at Munich Technical University August 2000 - August 2001
Summit Financial Resources, Inc. October 1999 - August 2000
Skills
Brio Query, Excel, PowerPoint, Revenue Management, Pricing, Data analysis, Data Mining, Data Warehousing, Communication, Leadership, Training, Data Analysis, Competitive Analysis, Revenue Analysis, Financial Analysis, Microsoft Excel, Process Improvement, Forecasting, Cross-functional Team..., Analysis, Strategy, Financial Modeling, Access
Education
Sabancı Üniversitesi 2008 — 2010
MA
Harvard University Summer Classes 2009 — 2009
Summer Clases
Stevens Institute of Technology 2002 — 2008
MS
Wellesley College 1994 — 1999
B.A
Mount Saint Mary Academy 1991 — 1995
Bruce Resnik Bruce Resnik's Summit Financial Resources, Inc. Experience February 2008 - Present
Job Senior Financial Adviser at Summit Financial Resources, Inc.
Industry Financial Services
Experience
Summit Financial Resources, Inc. February 2008 - Present
UBS Financial Services January 2004 - February 2008
BLR MoneyMatters LLC July 2001 - December 2003
YouthStream Media Networks, Inc. October 1996 - June 2001
Grey Global Group August 1992 - September 1996
Integrated Resources Inc. December 1979 - November 1991
Skadden Arps 1979 - 1980
Marshall Bratter Greene Allison & tucker January 1976 - December 1978
PwC September 1974 - December 1975
Education
Columbia University - Columbia Business School 1972 — 1974
MBA
Columbia University School of Law 1971 — 1974
JD
The Johns Hopkins University 1964 — 1968
BA
Linden High School 1961 — 1964
Summit Financial Resources, Inc. February 2008 - Present
UBS Financial Services January 2004 - February 2008
BLR MoneyMatters LLC July 2001 - December 2003
YouthStream Media Networks, Inc. October 1996 - June 2001
Grey Global Group August 1992 - September 1996
Integrated Resources Inc. December 1979 - November 1991
Skadden Arps 1979 - 1980
Marshall Bratter Greene Allison & tucker January 1976 - December 1978
PwC September 1974 - December 1975
Education
Columbia University - Columbia Business School 1972 — 1974
MBA
Columbia University School of Law 1971 — 1974
JD
The Johns Hopkins University 1964 — 1968
BA
Linden High School 1961 — 1964
Christian Bonnesen Christian Bonnesen's Summit Financial Resources, Inc. Experience September 2000 - Present
Job Sr. Financial Consultant at Summit Financial Resources, Inc.
Industry Financial Services
Experience
Summit Financial Resources, Inc. September 2000 - Present
ALPS Technologies, Inc. August 1990 - August 2000
Merrill Lynch July 1989 - July 1990
Skills
Strategic Financial..., Estate Tax Planning, Estate Planning, Financial Planning, Life Insurance, Investment Management, Tax Planning, Alternative Investments, Cash Flow Forecasting, Series 7
Education
Rutgers University-New Brunswick 1986 — 1989
BS, Business Managment
Summit Financial Resources, Inc. September 2000 - Present
ALPS Technologies, Inc. August 1990 - August 2000
Merrill Lynch July 1989 - July 1990
Skills
Strategic Financial..., Estate Tax Planning, Estate Planning, Financial Planning, Life Insurance, Investment Management, Tax Planning, Alternative Investments, Cash Flow Forecasting, Series 7
Education
Rutgers University-New Brunswick 1986 — 1989
BS, Business Managment
Victor D. Maccagnan, MBA, CFP®, ChFC®, CIMA® Victor D. Maccagnan, MBA, CFP®, ChFC®, CIMA®'s Summit Financial Resources, Inc. Experience September 2007 - Present
Job Affluent Wealth Advisor Vice President (Conway Wealth Group, LLC) at Summit Financial Resources, Inc.
Industry Financial Services
Experience
Summit Financial Resources, Inc. September 2007 - Present
AMG National Trust Bank September 2005 - August 2007
PNC Wealth Management June 2001 - August 2005
American Express Financial Advisors November 1999 - May 2001
Skills
Estate Planning, High Net Worth..., Retirement Planning, Investment Management, Wealth Management, Investments, Investment Strategies, Financial Advisory, Series 7, Finance, Wealth, Financial Services, Financial Planning, Mutual Funds
Education
University of Pennsylvania 2006 — 2006
Investment Management
Fairleigh Dickinson University 2001 — 2004
MBA, Finance
Roger Williams University 1995 — 1999
BS, Marketing
Summit Financial Resources, Inc. September 2007 - Present
AMG National Trust Bank September 2005 - August 2007
PNC Wealth Management June 2001 - August 2005
American Express Financial Advisors November 1999 - May 2001
Skills
Estate Planning, High Net Worth..., Retirement Planning, Investment Management, Wealth Management, Investments, Investment Strategies, Financial Advisory, Series 7, Finance, Wealth, Financial Services, Financial Planning, Mutual Funds
Education
University of Pennsylvania 2006 — 2006
Investment Management
Fairleigh Dickinson University 2001 — 2004
MBA, Finance
Roger Williams University 1995 — 1999
BS, Marketing
Kevin Rex Kevin Rex's Summit Financial Resources, Inc. Experience January 1989 - Present
Job Principal, Summit Financial Resources, Inc.
Industry Financial Services
Experience
Summit Financial Resources, Inc. January 1989 - Present
Rogers & Wells 1986 - 1988
Skills
Investments, Finance, Wealth Management, Financial Planning, Financial Advisory, Risk Management, Investment Strategies, Estate Planning, Wealth, Business Planning
Education
Fordham University
Manhattan College
MBA
Summit Financial Resources, Inc. January 1989 - Present
Rogers & Wells 1986 - 1988
Skills
Investments, Finance, Wealth Management, Financial Planning, Financial Advisory, Risk Management, Investment Strategies, Estate Planning, Wealth, Business Planning
Education
Fordham University
Manhattan College
MBA
Jason Fischbach Jason Fischbach's Summit Financial Resources, Inc. Experience 2008 - 2010
Job At Your Service
Industry Public Relations and Communications
Experience
Coyne PR June 2014 - Present
Rubenstein Communications August 2012 - June 2014
the 10 company January 2012 - May 2012
Peppercomm (Formerly Peppercom) August 2011 - December 2011
McNeil, Gray and Rice January 2011 - April 2011
Evergreen Partners, Inc. 2010 - 2011
Summit Financial Resources, Inc. 2008 - 2010
Skills
Public Relations, Press Releases, Social Media, Blogging, Microsoft Office, Editing, Events Coordination, Advertising, Marketing, Strategic Communications, Time Management, Research
Education
Babson College 2008 — 2011
Bachelors of Science, Marketing, Leadership
Clarkson University 2007 — 2008
The Clarkson School Certificate of Completion, Business
University of New South Wales 2010 — 2010
Study Abroad Student
Coyne PR June 2014 - Present
Rubenstein Communications August 2012 - June 2014
the 10 company January 2012 - May 2012
Peppercomm (Formerly Peppercom) August 2011 - December 2011
McNeil, Gray and Rice January 2011 - April 2011
Evergreen Partners, Inc. 2010 - 2011
Summit Financial Resources, Inc. 2008 - 2010
Skills
Public Relations, Press Releases, Social Media, Blogging, Microsoft Office, Editing, Events Coordination, Advertising, Marketing, Strategic Communications, Time Management, Research
Education
Babson College 2008 — 2011
Bachelors of Science, Marketing, Leadership
Clarkson University 2007 — 2008
The Clarkson School Certificate of Completion, Business
University of New South Wales 2010 — 2010
Study Abroad Student
Lauren Houmis's Summit Financial Resources, Inc. Experience May 2012 - September 2013
Job Clinical Recruiter at Aerotek
Industry Staffing and Recruiting
Experience
Aerotek October 2014 - Present
Corporate Brokers, LLC October 2013 - September 2014
Summit Financial Resources, Inc. May 2012 - September 2013
Interflex Group October 2011 - December 2012
LCN Consulting Inc. June 2011 - August 2012
Bushwell Organization / MetLife January 2011 - January 2012
Weichert Realtors April 2007 - January 2009
Skills
Computer Proficiency, Organization, Communication, Personality, Interpersonal Skill, Time Management, Office Administration, Recruiting, Spreadsheets, Data Entry, Leadership, Teamwork, Customer Service, Policy, PowerPoint, Social Networking, Microsoft Word, Filing, Microsoft Excel, Facebook, Microsoft Office, Social Media, Administrative..., Office Management, Insurance, Team-oriented, Administrative Work, Goal Oriented, Telephone Skills, QuickBooks, Email Marketing, People Skills, Highly detail oriented, Access, Finance, Networking, Organization, Customer Retention, Outlook, Organizational..., Contract Recruitment, Technical Recruiting, Interviews, Temporary Placement, Social Media Marketing, Performance Management, Hiring, Applicant Tracking..., Staffing Services, Temporary Staffing
Education
Kutztown University of Pennsylvania 2009 — 2013
Bachelor's degree, Business Administration and Management, General
Aerotek October 2014 - Present
Corporate Brokers, LLC October 2013 - September 2014
Summit Financial Resources, Inc. May 2012 - September 2013
Interflex Group October 2011 - December 2012
LCN Consulting Inc. June 2011 - August 2012
Bushwell Organization / MetLife January 2011 - January 2012
Weichert Realtors April 2007 - January 2009
Skills
Computer Proficiency, Organization, Communication, Personality, Interpersonal Skill, Time Management, Office Administration, Recruiting, Spreadsheets, Data Entry, Leadership, Teamwork, Customer Service, Policy, PowerPoint, Social Networking, Microsoft Word, Filing, Microsoft Excel, Facebook, Microsoft Office, Social Media, Administrative..., Office Management, Insurance, Team-oriented, Administrative Work, Goal Oriented, Telephone Skills, QuickBooks, Email Marketing, People Skills, Highly detail oriented, Access, Finance, Networking, Organization, Customer Retention, Outlook, Organizational..., Contract Recruitment, Technical Recruiting, Interviews, Temporary Placement, Social Media Marketing, Performance Management, Hiring, Applicant Tracking..., Staffing Services, Temporary Staffing
Education
Kutztown University of Pennsylvania 2009 — 2013
Bachelor's degree, Business Administration and Management, General
Daniel Cohen Daniel Cohen's Summit Financial Resources, Inc. Experience October 2014 - Present
Job Investment Analyst at Summit Financial Resources, Inc.
Industry Financial Services
Experience
Summit Financial Resources, Inc. October 2014 - Present
LIVIAN & CO. August 2013 - September 2014
ANDERSON TUTORING CENTER September 2012 - August 2013
INTEGRAL DERIVATIVES, LLC. September 2007 - July 2011
Self-Employed Professional Poker Player May 2003 - August 2007
Skills
Portfolio Management, Financial Statement..., Equity Valuation, Bloomberg Terminal, Bloomberg Excel API, Microsoft Excel, Options Strategies, PowerPoint, Macroeconomics, Compliance
Education
Montclair State University
Bachelor's degree, Summa Cum Laude, Mathematics of Finance, Major - 4.0; Overall - 3.9
University of North Carolina at Chapel Hill 2003 — 2005
N.A., Mathematics
M.I.T. 2001 — 2002
N.A., Mathematics
Summit Financial Resources, Inc. October 2014 - Present
LIVIAN & CO. August 2013 - September 2014
ANDERSON TUTORING CENTER September 2012 - August 2013
INTEGRAL DERIVATIVES, LLC. September 2007 - July 2011
Self-Employed Professional Poker Player May 2003 - August 2007
Skills
Portfolio Management, Financial Statement..., Equity Valuation, Bloomberg Terminal, Bloomberg Excel API, Microsoft Excel, Options Strategies, PowerPoint, Macroeconomics, Compliance
Education
Montclair State University
Bachelor's degree, Summa Cum Laude, Mathematics of Finance, Major - 4.0; Overall - 3.9
University of North Carolina at Chapel Hill 2003 — 2005
N.A., Mathematics
M.I.T. 2001 — 2002
N.A., Mathematics
Matthew Haimowitz Matthew Haimowitz's Summit Financial Resources, Inc. Experience May 2012 - August 2012
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
J.P. Morgan June 2013 - August 2013
Summit Financial Resources, Inc. May 2012 - August 2012
AnyClip June 2012 - July 2012
Office of Representative Alice Peisch (14th Norfolk) February 2011 - May 2011
Education
Tufts University 2010 — 2014
Bachelor of Arts (B.A.), Economics, International Finance, Middle Eastern Studies, Summa Cum Laude
Danish Institute for Study Abroad (DIS)
Copenhagen, Denmark, Global Economics Program
J.P. Morgan July 2014 - Present
J.P. Morgan June 2013 - August 2013
Summit Financial Resources, Inc. May 2012 - August 2012
AnyClip June 2012 - July 2012
Office of Representative Alice Peisch (14th Norfolk) February 2011 - May 2011
Education
Tufts University 2010 — 2014
Bachelor of Arts (B.A.), Economics, International Finance, Middle Eastern Studies, Summa Cum Laude
Danish Institute for Study Abroad (DIS)
Copenhagen, Denmark, Global Economics Program
Elizabeth Lusardi Elizabeth Lusardi's Summit Financial Resources, Inc. Experience January 2009 - December 2011
Job QA Lead
Industry E-Learning
Experience
Lusardi Consulting December 2010 - Present
Lusardi Consulting March 2009 - Present
Summit Financial Resources, Inc. January 2009 - December 2011
Skills
Proofreading, Editing, Writing, QuickBooks, Time Management, Quality Assurance, Event Planning, Bookkeeping, Office Management, Negotiation, Accounts Payable, Accounts Receivable, Payroll, Online Research, Interviewing Skills, Office Administration, Recruiting, Job Placements, Staffing Coordination, ADDIE, Instructional Design, Management, Learning Management..., Captivate, E-Learning, Publishing, Camtasia, Content Development, Blended Learning, Customer Service, SnagIt, Software Documentation, Copy Editing, Advertising
Education
Gettysburg College 1988 — 1992
Bachelor's Degree, Sociology
West Morris Mendham High School
Lusardi Consulting December 2010 - Present
Lusardi Consulting March 2009 - Present
Summit Financial Resources, Inc. January 2009 - December 2011
Skills
Proofreading, Editing, Writing, QuickBooks, Time Management, Quality Assurance, Event Planning, Bookkeeping, Office Management, Negotiation, Accounts Payable, Accounts Receivable, Payroll, Online Research, Interviewing Skills, Office Administration, Recruiting, Job Placements, Staffing Coordination, ADDIE, Instructional Design, Management, Learning Management..., Captivate, E-Learning, Publishing, Camtasia, Content Development, Blended Learning, Customer Service, SnagIt, Software Documentation, Copy Editing, Advertising
Education
Gettysburg College 1988 — 1992
Bachelor's Degree, Sociology
West Morris Mendham High School
John Kropa John Kropa's Summit Financial Resources, Inc. Experience July 2014 - Present
Job Investment Operations Auditor at Summit Financial Resources, Inc.
Industry Financial Services
Experience
Summit Financial Resources, Inc. July 2014 - Present
Summit Financial Resources, Inc. August 2013 - June 2014
Skills
Mathematics, Probability Theory, Art History, ePortfolio, Microsoft Word, PowerPoint, Microsoft Excel, Sketching, Lifeguarding, Statistics, Graphic Design, Research, Time Management
Education
Fairfield University 2009 — 2013
Bachelor of Science (BS), Mathematics
Summit Financial Resources, Inc. July 2014 - Present
Summit Financial Resources, Inc. August 2013 - June 2014
Skills
Mathematics, Probability Theory, Art History, ePortfolio, Microsoft Word, PowerPoint, Microsoft Excel, Sketching, Lifeguarding, Statistics, Graphic Design, Research, Time Management
Education
Fairfield University 2009 — 2013
Bachelor of Science (BS), Mathematics
David Reeve David Reeve's Summit Financial Resources, Inc. Experience June 2010 - August 2013
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2013 - Present
Summit Financial Resources, Inc. June 2010 - August 2013
Wachovia Securities, LLC 2008 - 2009
Merrill Lynch 2006 - 2008
Education
Rutgers University
MBA, Finance & Global Business
Penn State University
BS, Biology & Business
J.P. Morgan August 2013 - Present
Summit Financial Resources, Inc. June 2010 - August 2013
Wachovia Securities, LLC 2008 - 2009
Merrill Lynch 2006 - 2008
Education
Rutgers University
MBA, Finance & Global Business
Penn State University
BS, Biology & Business
Alex Barth Alex Barth's Summit Financial Resources, Inc. Experience September 2011 - April 2013
Job Investment Accounting Specialist at Prudential Financial
Industry Financial Services
Experience
Prudential Financial April 2015 - Present
Prudential Financial June 2014 - April 2015
Prudential Financial July 2013 - June 2014
Panasonic January 2013 - May 2013
Summit Financial Resources, Inc. September 2011 - April 2013
Panasonic August 2012 - December 2012
Looney Advertising & New Media April 2012 - August 2012
New Jersey Nets September 2011 - January 2012
Buffalo Bisons May 2011 - September 2011
Skills
Financial Accounting, Microsoft Excel, Fixed Income, BlackRock Aladdin, Performance Reporting, Bank Reconciliation, US GAAP reporting, Financial Statements
Education
Seton Hall University 2009 — 2013
Bachelor of Science: Business Administration, Finance and Marketing, 3.84
Williamsville North High School 2006 — 2009
Regents Degree with Honors
Prudential Financial April 2015 - Present
Prudential Financial June 2014 - April 2015
Prudential Financial July 2013 - June 2014
Panasonic January 2013 - May 2013
Summit Financial Resources, Inc. September 2011 - April 2013
Panasonic August 2012 - December 2012
Looney Advertising & New Media April 2012 - August 2012
New Jersey Nets September 2011 - January 2012
Buffalo Bisons May 2011 - September 2011
Skills
Financial Accounting, Microsoft Excel, Fixed Income, BlackRock Aladdin, Performance Reporting, Bank Reconciliation, US GAAP reporting, Financial Statements
Education
Seton Hall University 2009 — 2013
Bachelor of Science: Business Administration, Finance and Marketing, 3.84
Williamsville North High School 2006 — 2009
Regents Degree with Honors
Christopher Rawley Christopher Rawley's Summit Financial Resources, Inc. Experience March 2011 - Present
Job Financial Consultant at Summit Financial Resources, Inc.
Industry Financial Services
Experience
Summit Financial Resources, Inc. March 2011 - Present
Summit Financial Resources, Inc. March 2007 - March 2011
New Century Financial Services, Inc January 2006 - March 2007
Skills
Investments, Insurance, Portfolio Management, Retirement Planning, Estate Planning, Sales, Strategic Financial..., Management, Finance, Retirement, Public Speaking, Marketing, Series 7, Series 63, Financial Planning, Life Insurance, Financial Advisory, Wealth Management, Financial Planners, Insurance Planning, Investment Strategies, Mortgage Lending, Underwriting, Loans, Investment Advisory, Asset Allocation, Series 66
Education
Delaware Valley University 2000 — 2004
BA, Criminal Justice
Delaware Valley College
Summit Financial Resources, Inc. March 2011 - Present
Summit Financial Resources, Inc. March 2007 - March 2011
New Century Financial Services, Inc January 2006 - March 2007
Skills
Investments, Insurance, Portfolio Management, Retirement Planning, Estate Planning, Sales, Strategic Financial..., Management, Finance, Retirement, Public Speaking, Marketing, Series 7, Series 63, Financial Planning, Life Insurance, Financial Advisory, Wealth Management, Financial Planners, Insurance Planning, Investment Strategies, Mortgage Lending, Underwriting, Loans, Investment Advisory, Asset Allocation, Series 66
Education
Delaware Valley University 2000 — 2004
BA, Criminal Justice
Delaware Valley College
Loren Maree's Summit Financial Resources, Inc. Experience April 2011 - July 2011
Job Retirement & Distribution Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2011 - March 2014
Summit Financial Resources, Inc. April 2011 - July 2011
SOHO paper September 2010 - April 2011
Skills
Marketing, Customer Service, Time Management, Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Social Networking, Microsoft Word, Facebook, Market Research, Social Media Marketing, Data Analysis, Leadership, Outlook, Fashion, Merchandising, Retail
Education
Art Institute of Philadelphia 2005 — 2007
Fashion Design
Rowan University 2003 — 2005
Psychology
Merrill Lynch October 2011 - March 2014
Summit Financial Resources, Inc. April 2011 - July 2011
SOHO paper September 2010 - April 2011
Skills
Marketing, Customer Service, Time Management, Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Social Networking, Microsoft Word, Facebook, Market Research, Social Media Marketing, Data Analysis, Leadership, Outlook, Fashion, Merchandising, Retail
Education
Art Institute of Philadelphia 2005 — 2007
Fashion Design
Rowan University 2003 — 2005
Psychology
Lindsey Nagy Lindsey Nagy's Summit Financial Resources, Inc. Experience 2004 - 2007
Job Founder & Managing Partner NAGY VENTURES
Industry Venture Capital & Private Equity
Experience
NAGY VENTURES ~ "Start Up. Evolve. Give Back." October 2005 - Present
Bonavist, LLC October 2007 - 2012
VenTrue Partners 2009 - 2010
Summit Financial Resources, Inc. 2004 - 2007
Entology, Inc. 2003 - 2004
Skills
Venture Development, Strategic Partnership..., Entrepreneurship, Venture Capital, Start-ups, Strategic Partnerships, Mergers, Capital, Project Management, Fundraising, Private Equity, Marketing Strategy, Social Media Marketing, Social Entrepreneurship, Branding & Identity, Early-stage Startups, Startup Development, Startup Marketing, Lean Startup, Events, Strategic Planning, Strategy, Business Development, Business Strategy, Due Diligence, Management Consulting, Social Media, Angel Investing, New Business Development, Lead Generation, Strategic Consulting, Funding, Sales, Growth Capital, Networking, Advisory Boards, Non-profit Boards, Non-profit Consulting, Educational Technology, Healthcare Information..., Luxury Brand Marketing, Sponsorship Generation, Advertising Management, Mobile Applications, Website Development, Online Communications, Public Speaking, Blogging, Product Development, Mergers & Acquisitions
Education
Roanoke College 1999 — 2003
Bachelor of Liberal Arts, Fine Art; Entrepreneurial Studies.
American Intercontinental University - London, England 2001 — 2001
[International Study - http://www.aiulondon.ac.uk], Independent Studies in Business; Advertising/Marketing; Design (Graphic / Packaging)
The Hill School 1995 — 1999
High School Diploma, Private Boarding School for Boys; Founded 1851. http://www.thehill.org
Old Turnpike School 1985 — 1995
K-8th Grade, Elementary School
NAGY VENTURES ~ "Start Up. Evolve. Give Back." October 2005 - Present
Bonavist, LLC October 2007 - 2012
VenTrue Partners 2009 - 2010
Summit Financial Resources, Inc. 2004 - 2007
Entology, Inc. 2003 - 2004
Skills
Venture Development, Strategic Partnership..., Entrepreneurship, Venture Capital, Start-ups, Strategic Partnerships, Mergers, Capital, Project Management, Fundraising, Private Equity, Marketing Strategy, Social Media Marketing, Social Entrepreneurship, Branding & Identity, Early-stage Startups, Startup Development, Startup Marketing, Lean Startup, Events, Strategic Planning, Strategy, Business Development, Business Strategy, Due Diligence, Management Consulting, Social Media, Angel Investing, New Business Development, Lead Generation, Strategic Consulting, Funding, Sales, Growth Capital, Networking, Advisory Boards, Non-profit Boards, Non-profit Consulting, Educational Technology, Healthcare Information..., Luxury Brand Marketing, Sponsorship Generation, Advertising Management, Mobile Applications, Website Development, Online Communications, Public Speaking, Blogging, Product Development, Mergers & Acquisitions
Education
Roanoke College 1999 — 2003
Bachelor of Liberal Arts, Fine Art; Entrepreneurial Studies.
American Intercontinental University - London, England 2001 — 2001
[International Study - http://www.aiulondon.ac.uk], Independent Studies in Business; Advertising/Marketing; Design (Graphic / Packaging)
The Hill School 1995 — 1999
High School Diploma, Private Boarding School for Boys; Founded 1851. http://www.thehill.org
Old Turnpike School 1985 — 1995
K-8th Grade, Elementary School
William B. Gundrum, III William B. Gundrum, III's Summit Financial Resources, Inc. Experience March 2009 - June 2010
Job Managing Principal at Pinnacle Retirement Consultants, LLC
Industry Financial Services
Experience
Pinnacle Retirement Consultants, LLC July 2010 - Present
Summit Financial Resources, Inc. March 2009 - June 2010
Morgan Stanley March 2006 - March 2009
Retirement Strategies Group, LLC March 2003 - February 2006
International Planning Alliance, LLC January 2001 - March 2003
Concepts In Financial Planning, Inc. June 1983 - December 2000
CIGNA Corporation October 1978 - May 1983
Skills
Retirement Plan..., Wealth Preservation..., Relationship..., Financial Structuring, Asset Protection, Money Management, Strategic..., Training & Education, Corporate Benefit..., Risk Mitigation, Portfolio Management, Communication Skills, Series 7 - General..., Series 63 - Uniform..., Series 65 - State..., Life & Health Insurance..., Asset Allocation, Investments, Mutual Funds, Financial Advisory, Risk Management, Retirement Planning, Estate Planning, Strategic Financial..., Retirement, High Net Worth..., Wealth Management, Investment Advisory, Business Planning, Financial Planning, Insurance, Wealth, Finance
Education
The Citadel 1971 — 1975
BS, Business Administration
Westfield High School 1968 — 1971
College Prep
Pinnacle Retirement Consultants, LLC July 2010 - Present
Summit Financial Resources, Inc. March 2009 - June 2010
Morgan Stanley March 2006 - March 2009
Retirement Strategies Group, LLC March 2003 - February 2006
International Planning Alliance, LLC January 2001 - March 2003
Concepts In Financial Planning, Inc. June 1983 - December 2000
CIGNA Corporation October 1978 - May 1983
Skills
Retirement Plan..., Wealth Preservation..., Relationship..., Financial Structuring, Asset Protection, Money Management, Strategic..., Training & Education, Corporate Benefit..., Risk Mitigation, Portfolio Management, Communication Skills, Series 7 - General..., Series 63 - Uniform..., Series 65 - State..., Life & Health Insurance..., Asset Allocation, Investments, Mutual Funds, Financial Advisory, Risk Management, Retirement Planning, Estate Planning, Strategic Financial..., Retirement, High Net Worth..., Wealth Management, Investment Advisory, Business Planning, Financial Planning, Insurance, Wealth, Finance
Education
The Citadel 1971 — 1975
BS, Business Administration
Westfield High School 1968 — 1971
College Prep
Dan Murphy Dan Murphy's Summit Financial Resources, Inc. Experience February 2011 - August 2011
Job Senior Manager Search Marketing at Affinion Group
Industry Marketing and Advertising
Experience
Affinion Group October 2013 - Present
Affinion Group January 2013 - October 2013
Direct Agents April 2012 - January 2013
FYI Direct November 2011 - April 2012
Summit Financial Resources, Inc. February 2011 - August 2011
Skills
Online Marketing, Direct Marketing, Mobile Marketing, Microsoft Office, Search, Search Advertising, Search Engine..., SEA, Mobile Search, Google Adwords, Google Analytics, Google Webmaster Tools, MSN AdCenter, Bing, Yahoo Search Marketing, Facebook, Landing Page..., Social Media Marketing, Siebel, Citrix, Outlook, Excel, Marketing Research, Professional Networking, Social Networking, Organic Search, Web Analytics, Keyword Research, Keyword Analysis, Keyword Advertising, Article Marketing, Blog Marketing, PPC, SEM, Multivariate Testing, Multivariate Analysis, Business Networking, SEO, Social Media, Display Advertising, Marin Software, Contextual Advertising, Email Marketing, Product Marketing, Customer Retention, Copywriting, Facebook Marketing, Membership Growth, Conversion Optimization, Online Advertising
Education
Seton Hall University 2008 — 2011
BS in Business Administration, Marketing
Affinion Group October 2013 - Present
Affinion Group January 2013 - October 2013
Direct Agents April 2012 - January 2013
FYI Direct November 2011 - April 2012
Summit Financial Resources, Inc. February 2011 - August 2011
Skills
Online Marketing, Direct Marketing, Mobile Marketing, Microsoft Office, Search, Search Advertising, Search Engine..., SEA, Mobile Search, Google Adwords, Google Analytics, Google Webmaster Tools, MSN AdCenter, Bing, Yahoo Search Marketing, Facebook, Landing Page..., Social Media Marketing, Siebel, Citrix, Outlook, Excel, Marketing Research, Professional Networking, Social Networking, Organic Search, Web Analytics, Keyword Research, Keyword Analysis, Keyword Advertising, Article Marketing, Blog Marketing, PPC, SEM, Multivariate Testing, Multivariate Analysis, Business Networking, SEO, Social Media, Display Advertising, Marin Software, Contextual Advertising, Email Marketing, Product Marketing, Customer Retention, Copywriting, Facebook Marketing, Membership Growth, Conversion Optimization, Online Advertising
Education
Seton Hall University 2008 — 2011
BS in Business Administration, Marketing
Kyle Gibbons's Summit Financial Resources, Inc. Experience June 2014 - Present
Job Financial Analyst at Summit Financial Resources, Inc.
Industry Financial Services
Experience
Summit Financial Resources, Inc. June 2014 - Present
Edible Arrangements Rome, Italy January 2014 - May 2014
John Cabot University August 2013 - May 2014
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft Publisher, Access, PowerPoint, Minitab, Java, JGrasp, Lingo, TradeStation, OptionsHouse, Outlook, Stock Management, Stock Market, Investment Strategies, Equity Trading, Financial Analysis, Gorilla, Morningstar, Morningstar Office, Bloomberg Terminal, Bloomberg, Salesforce Training, Public Speaking, Social Media
Education
University of Illinois at Urbana-Champaign 2008 — 2010
Associate's Degree, Finance, General
New Jersey Institute of Technology
Bachelor's Degree, Finance
Summit Financial Resources, Inc. June 2014 - Present
Edible Arrangements Rome, Italy January 2014 - May 2014
John Cabot University August 2013 - May 2014
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft Publisher, Access, PowerPoint, Minitab, Java, JGrasp, Lingo, TradeStation, OptionsHouse, Outlook, Stock Management, Stock Market, Investment Strategies, Equity Trading, Financial Analysis, Gorilla, Morningstar, Morningstar Office, Bloomberg Terminal, Bloomberg, Salesforce Training, Public Speaking, Social Media
Education
University of Illinois at Urbana-Champaign 2008 — 2010
Associate's Degree, Finance, General
New Jersey Institute of Technology
Bachelor's Degree, Finance
David Harry David Harry's Summit Financial Resources, Inc. Experience October 2012 - January 2013
Job Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch August 2014 - Present
PNC Bank May 2014 - August 2014
Gucci Group February 2013 - May 2013
Summit Financial Resources, Inc. October 2012 - January 2013
Skills
Auditing, Marketing Communications, Microsoft Excel, Financial Planning, Finance, Investments, Sales, Journal Entries, Data Analysis, Banking, Credit, PowerPoint, Financial Reporting, Time Management, Teamwork, Microsoft Word, Customer Service, Retirement, Financial Analysis, Analysis
Education
Seton Hall University 2010 — 2014
Bachelor of Science (BS), Finance, General, Senior
Merrill Lynch August 2014 - Present
PNC Bank May 2014 - August 2014
Gucci Group February 2013 - May 2013
Summit Financial Resources, Inc. October 2012 - January 2013
Skills
Auditing, Marketing Communications, Microsoft Excel, Financial Planning, Finance, Investments, Sales, Journal Entries, Data Analysis, Banking, Credit, PowerPoint, Financial Reporting, Time Management, Teamwork, Microsoft Word, Customer Service, Retirement, Financial Analysis, Analysis
Education
Seton Hall University 2010 — 2014
Bachelor of Science (BS), Finance, General, Senior
Kenan Kashlan, CFA Kenan Kashlan, CFA's Summit Financial Resources, Inc. Experience November 2009 - Present
Job Sr. Financial Consultant at Summit Financial Resources, Inc | Comprehensive Financial & Estate Planning
Industry Financial Services
Experience
Summit Financial Resources, Inc. November 2009 - Present
Kepler Capital Markets September 2007 - October 2008
Avatar Associates September 1999 - September 2007
Skills
Retirement Planning, Investments, Asset Allocation, Investment Management, Portfolio Management, Asset Management, Equities, Financial Advisory, Finance, Hedge Funds, Insurance, Estate Planning, Alternative Investments, Financial Risk, Investment Strategies, Derivatives, Series 7, Risk Management, Capital Markets, Fixed Income
Education
Rutgers University-New Brunswick 1994 — 1998
B.S., Biochemistry
Ocean Township High School
Summit Financial Resources, Inc. November 2009 - Present
Kepler Capital Markets September 2007 - October 2008
Avatar Associates September 1999 - September 2007
Skills
Retirement Planning, Investments, Asset Allocation, Investment Management, Portfolio Management, Asset Management, Equities, Financial Advisory, Finance, Hedge Funds, Insurance, Estate Planning, Alternative Investments, Financial Risk, Investment Strategies, Derivatives, Series 7, Risk Management, Capital Markets, Fixed Income
Education
Rutgers University-New Brunswick 1994 — 1998
B.S., Biochemistry
Ocean Township High School
Danielle Zayas's Summit Financial Resources, Inc. Experience December 2012 - January 2013
Job Service Coordinator
Industry Information Technology and Services
Experience
ASAP/NetSource June 2014 - Present
Technology Sandbox June 2013 - September 2013
Summit Financial Resources, Inc. December 2012 - January 2013
Computer Overhauls August 2012 - November 2012
The Academic Advantage March 2009 - July 2009
Skills
Windows 7, Customer Service, Microsoft Office, Windows Server, Troubleshooting, Computer Hardware, Computer Repair, Windows, XP, Hardware, Software Installation, Networking, Laptops, Routers, A+ Certified, Wireless Networking, Windows Vista, Operating Systems, Printers, Antivirus, Computer Maintenance, Help Desk Support, Remote Desktop, Hardware Support, Technical Support, CompTIA A
Education
Per Scholas Institute for Technology 2012 — 2012
Information Technology
Hunter College 2010 — 2010
City University of New York-Herbert H. Lehman College 2008 — 2009
ASAP/NetSource June 2014 - Present
Technology Sandbox June 2013 - September 2013
Summit Financial Resources, Inc. December 2012 - January 2013
Computer Overhauls August 2012 - November 2012
The Academic Advantage March 2009 - July 2009
Skills
Windows 7, Customer Service, Microsoft Office, Windows Server, Troubleshooting, Computer Hardware, Computer Repair, Windows, XP, Hardware, Software Installation, Networking, Laptops, Routers, A+ Certified, Wireless Networking, Windows Vista, Operating Systems, Printers, Antivirus, Computer Maintenance, Help Desk Support, Remote Desktop, Hardware Support, Technical Support, CompTIA A
Education
Per Scholas Institute for Technology 2012 — 2012
Information Technology
Hunter College 2010 — 2010
City University of New York-Herbert H. Lehman College 2008 — 2009
Michael Temple's Summit Financial Resources, Inc. Experience 2004 - 2007
Job Director, Digital Strategic Initiatives at CENTURY 21®
Industry Real Estate
Experience
CENTURY 21® August 2015 - Present
Century 21 January 2013 - August 2015
Century 21 September 2010 - January 2013
ALPS Technologies, Inc. July 2007 - September 2010
Summit Financial Resources, Inc. 2004 - 2007
Skills
Facebook, SEO, Marketing Strategy, Google Adwords, Blogging, Public Speaking, Social Media Marketing, SEM, Social Media, PowerPoint, Photoshop, Online Marketing, Email Marketing, Advertising, Social Networking, Lead Generation, Event Management, Market Research, Microsoft Office, YouTube, Direct Marketing, Google Analytics, Video Production, Windows Movie Maker, Camtasia, Constant Contact, Outlook, Graphics, Public Relations, Fundraising, Prezi, Word, Excel, Wordpress, Customer Relations, Digital Marketing
Education
Seton Hall University 2001 — 2005
BS, Marketing
CENTURY 21® August 2015 - Present
Century 21 January 2013 - August 2015
Century 21 September 2010 - January 2013
ALPS Technologies, Inc. July 2007 - September 2010
Summit Financial Resources, Inc. 2004 - 2007
Skills
Facebook, SEO, Marketing Strategy, Google Adwords, Blogging, Public Speaking, Social Media Marketing, SEM, Social Media, PowerPoint, Photoshop, Online Marketing, Email Marketing, Advertising, Social Networking, Lead Generation, Event Management, Market Research, Microsoft Office, YouTube, Direct Marketing, Google Analytics, Video Production, Windows Movie Maker, Camtasia, Constant Contact, Outlook, Graphics, Public Relations, Fundraising, Prezi, Word, Excel, Wordpress, Customer Relations, Digital Marketing
Education
Seton Hall University 2001 — 2005
BS, Marketing
Patrick Mikrut's Summit Financial Resources, Inc. Experience August 2015 - Present
Job The Essex Group at Summit Financial Resources, Inc.
Industry Financial Services
Experience
Summit Financial Resources, Inc. August 2015 - Present
YMCA October 2013 - Present
Häagen-Dazs Shoppe Company, Inc August 2010 - August 2015
Seton Hall Sports Poll August 2013 - January 2014
Education
Seton Hall University 2011 — 2015
Bachelor of Science in Business Admin., Marketing and Finance, Senior
Seton Hall University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Livingston Senior High School
Summit Financial Resources, Inc. August 2015 - Present
YMCA October 2013 - Present
Häagen-Dazs Shoppe Company, Inc August 2010 - August 2015
Seton Hall Sports Poll August 2013 - January 2014
Education
Seton Hall University 2011 — 2015
Bachelor of Science in Business Admin., Marketing and Finance, Senior
Seton Hall University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Livingston Senior High School
Jacqueline O'Leary's Summit Financial Resources, Inc. Experience December 2013 - August 2014
Job Supervising Lifeguard at The College of New Jersey
Industry Management Consulting
Experience
The College of New Jersey May 2015 - Present
Johnson & Johnson January 2015 - July 2015
HealthQuest of Hunterdon October 2013 - January 2015
Summit Financial Resources, Inc. December 2013 - August 2014
Skills
Microsoft Office, Nielsen, Consumer Edge, SAP, SharePoint, Sales Cloud, Sales Force
Education
The College of New Jersey 2014 — 2016
Bachelor's degree, Business Management and Finance
Raritan Valley Community College 2012 — 2014
Associate’s Degree, Business Liberal Arts, 3.53- Honors
The College of New Jersey May 2015 - Present
Johnson & Johnson January 2015 - July 2015
HealthQuest of Hunterdon October 2013 - January 2015
Summit Financial Resources, Inc. December 2013 - August 2014
Skills
Microsoft Office, Nielsen, Consumer Edge, SAP, SharePoint, Sales Cloud, Sales Force
Education
The College of New Jersey 2014 — 2016
Bachelor's degree, Business Management and Finance
Raritan Valley Community College 2012 — 2014
Associate’s Degree, Business Liberal Arts, 3.53- Honors
James Del Greco's Summit Financial Resources, Inc. Experience December 2014 - Present
Job Investment Operations Auditor at Summit Financial Resources, Inc.
Industry Financial Services
Experience
Summit Financial Resources, Inc. December 2014 - Present
United States Air Force August 2013 - Present
Rockaway Township Board of Education September 2012 - December 2014
United States Postal Inspectors January 2012 - May 2012
Skills
MS Office, Microsoft Excel, Teamwork, Leadership, Auditing, Financial Analysis, Microsoft Word, Customer Service, English, Outlook, Research, Windows, Social Media
Education
Fairleigh Dickinson University-Florham Campus 2014 — 2017
Master's Degree, Public Administration, 3.557
Montclair State University 2011 — 2012
Bachelor of Science (BS), Justice Studies, 3.31
Summit Financial Resources, Inc. December 2014 - Present
United States Air Force August 2013 - Present
Rockaway Township Board of Education September 2012 - December 2014
United States Postal Inspectors January 2012 - May 2012
Skills
MS Office, Microsoft Excel, Teamwork, Leadership, Auditing, Financial Analysis, Microsoft Word, Customer Service, English, Outlook, Research, Windows, Social Media
Education
Fairleigh Dickinson University-Florham Campus 2014 — 2017
Master's Degree, Public Administration, 3.557
Montclair State University 2011 — 2012
Bachelor of Science (BS), Justice Studies, 3.31
Robert Casey's Summit Financial Resources, Inc. Experience May 2009 - September 2009
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2014 - Present
Bank of America January 2011 - April 2014
Independant Personal Trainer May 2010 - February 2012
Summit Financial Resources, Inc. May 2009 - September 2009
Skills
Banking, Credit, Commercial Banking, Loans, Cash Management, Financial Analysis, Credit Analysis, Mortgage Lending, Retail Banking, Financial Modeling, Portfolio Management, Strategic Financial..., Commercial Lending, Fixed Income, Capital Markets, Accounting, Credit Risk, Finance, Financial Services, Investment Banking, Treasury Management, Equities, Investments
Education
Ramapo College of New Jersey 2011 — 2013
Bachelor's degree, Accounting and Finance, Senior
County College of Morris 2007 — 2010
Exercise Science
Hopatcong High School 2003 — 2007
Merrill Lynch April 2014 - Present
Bank of America January 2011 - April 2014
Independant Personal Trainer May 2010 - February 2012
Summit Financial Resources, Inc. May 2009 - September 2009
Skills
Banking, Credit, Commercial Banking, Loans, Cash Management, Financial Analysis, Credit Analysis, Mortgage Lending, Retail Banking, Financial Modeling, Portfolio Management, Strategic Financial..., Commercial Lending, Fixed Income, Capital Markets, Accounting, Credit Risk, Finance, Financial Services, Investment Banking, Treasury Management, Equities, Investments
Education
Ramapo College of New Jersey 2011 — 2013
Bachelor's degree, Accounting and Finance, Senior
County College of Morris 2007 — 2010
Exercise Science
Hopatcong High School 2003 — 2007
Ramon Garcia Jr. Ramon Garcia Jr.'s Summit Financial Resources, Inc. Experience September 2008 - December 2008
Job Rutgers Business School Graduate
Industry Financial Services
Experience
Wegmans Food Markets July 2012 - Present
Fortunoff March 2004 - June 2009
Summit Financial Resources, Inc. September 2008 - December 2008
Skills
Management, Microsoft Excel, Leadership, Microsoft Office, Finance, Customer Service, Financial Analysis
Education
Rutgers, The State University of New Jersey-Newark
Bachelor of Science (BS), Finance, General
Wegmans Food Markets July 2012 - Present
Fortunoff March 2004 - June 2009
Summit Financial Resources, Inc. September 2008 - December 2008
Skills
Management, Microsoft Excel, Leadership, Microsoft Office, Finance, Customer Service, Financial Analysis
Education
Rutgers, The State University of New Jersey-Newark
Bachelor of Science (BS), Finance, General
Kyle Sarausky Kyle Sarausky's Summit Financial Resources, Inc. Experience September 2005 - April 2007
Job M&A Advisor
Industry Management Consulting
Experience
West Monroe Partners May 2014 - Present
JIGAWATTS - Social Experience, Content Marketing & Social Management 2014 - Present
Ernst & Young December 2010 - April 2014
Accenture August 2007 - November 2010
Summit Financial Resources, Inc. September 2005 - April 2007
Skills
M&A due diligence, Management Consulting, IT Transformation, Program Management, Change Management, IT Strategy, IT Governance, Acquisition Integration, Due Diligence, Governance, Leadership, Financial Analysis, Mergers & Acquisitions, Business Planning, Portfolio Management, Valuation, Financial Modeling, Private Equity, Management, Analysis, Capital Markets
Education
Seton Hall University 2003 — 2007
B.S., Business Management and Entrepreneurial Studies, Magna cum Laude
Villanova University
Certification, Lean Six Sigma
West Monroe Partners May 2014 - Present
JIGAWATTS - Social Experience, Content Marketing & Social Management 2014 - Present
Ernst & Young December 2010 - April 2014
Accenture August 2007 - November 2010
Summit Financial Resources, Inc. September 2005 - April 2007
Skills
M&A due diligence, Management Consulting, IT Transformation, Program Management, Change Management, IT Strategy, IT Governance, Acquisition Integration, Due Diligence, Governance, Leadership, Financial Analysis, Mergers & Acquisitions, Business Planning, Portfolio Management, Valuation, Financial Modeling, Private Equity, Management, Analysis, Capital Markets
Education
Seton Hall University 2003 — 2007
B.S., Business Management and Entrepreneurial Studies, Magna cum Laude
Villanova University
Certification, Lean Six Sigma
Peter J Janulis Peter J Janulis's Summit Financial Resources, Inc. Experience December 2004 - November 2008
Job Smarter Money Decisions™ | Helping you discover your range of options.
Industry Financial Services
Experience
Summit Financial Resources, Inc. December 2004 - November 2008
New Jersey Lawyer Newspaper December 2001 - November 2003
JPMorgan Chase & Co. December 1999 - November 2000
Unger Software Corporation December 1996 - November 1998
Property Management Associates May 1982 - April 1991
M&M/Mars June 1978 - May 1981
ADT Protection Systems May 1976 - April 1978
Arthur Andersen LLP May 1973 - April 1976
Bankers Trust, Regional Office May 1971 - April 1973
US Navy June 1966 - May 1970
Skills
Management, Start-ups, Accounting, Auditing, Sales, Leadership, Tax, Strategic Planning, Microsoft Office, Program Management
Education
U.S. Naval Academy at Annapolis, MD 1962 — 1966
Bachelor’s Degree, Engineering
New York University 1973 — 1977
Master of Business Administration (M.B.A.), Finance and Taxation
Brown University 1961 — 1962
Summit Financial Resources, Inc. December 2004 - November 2008
New Jersey Lawyer Newspaper December 2001 - November 2003
JPMorgan Chase & Co. December 1999 - November 2000
Unger Software Corporation December 1996 - November 1998
Property Management Associates May 1982 - April 1991
M&M/Mars June 1978 - May 1981
ADT Protection Systems May 1976 - April 1978
Arthur Andersen LLP May 1973 - April 1976
Bankers Trust, Regional Office May 1971 - April 1973
US Navy June 1966 - May 1970
Skills
Management, Start-ups, Accounting, Auditing, Sales, Leadership, Tax, Strategic Planning, Microsoft Office, Program Management
Education
U.S. Naval Academy at Annapolis, MD 1962 — 1966
Bachelor’s Degree, Engineering
New York University 1973 — 1977
Master of Business Administration (M.B.A.), Finance and Taxation
Brown University 1961 — 1962
Kenneth Latawiec Kenneth Latawiec's Summit Financial Resources, Inc. Experience January 2011 - August 2011
Job Investor Services at Preqin
Industry Venture Capital & Private Equity
Experience
Preqin June 2012 - Present
Dawson James Securities August 2011 - May 2012
Summit Financial Resources, Inc. January 2011 - August 2011
UBS Wealth Management May 2010 - September 2010
Skills
Private Equity, Hedge Funds, Investments, Infrastructure, Venture Capital, Alternative Investments, Alternative Assets, Real Estate, Investor Relations
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2006 — 2011
Bachelor of Science, Finance
Manalapan High School
Preqin June 2012 - Present
Dawson James Securities August 2011 - May 2012
Summit Financial Resources, Inc. January 2011 - August 2011
UBS Wealth Management May 2010 - September 2010
Skills
Private Equity, Hedge Funds, Investments, Infrastructure, Venture Capital, Alternative Investments, Alternative Assets, Real Estate, Investor Relations
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2006 — 2011
Bachelor of Science, Finance
Manalapan High School
Anthony Giardina Anthony Giardina's Summit Financial Resources, Inc. Experience November 2014 - February 2015
Job Men's Basketball Manager at Seton Hall Men's Basketball Team
Industry Libraries
Experience
Seton Hall Men's Basketball Team August 2012 - Present
Summit Financial Resources, Inc. November 2014 - February 2015
Skills
Research, Microsoft Office, Customer Service, Social Media, Public Speaking, Microsoft Excel, Microsoft Word
Education
Seton Hall University 2012 — 2016
The Berlin School of Economics and Law 2014 — 2014
Seton Hall Men's Basketball Team August 2012 - Present
Summit Financial Resources, Inc. November 2014 - February 2015
Skills
Research, Microsoft Office, Customer Service, Social Media, Public Speaking, Microsoft Excel, Microsoft Word
Education
Seton Hall University 2012 — 2016
The Berlin School of Economics and Law 2014 — 2014
David Touhill David Touhill's Summit Financial Resources, Inc. Experience 2007 - 2009
Job Creative Strategist at ADIOcreative
Industry Health, Wellness and Fitness
Experience
ADIOcreative August 2009 - Present
Summit Financial Resources, Inc. 2007 - 2009
Skills
PowerPoint, Email Marketing, Social Media, Microsoft Office, Microsoft Word, Wellness, Nutrition, Microsoft Excel, Public Speaking, Customer Service, Editing, Event Planning, Social Networking, Social Media Marketing, Marketing Strategy, Marketing Communications, Event Management, Facebook, Coaching
Education
Life University 2012 — 2016
Doctor of Chiropractic, Sports Chiropractic
Middle Tennessee State University 2009 — 2011
Bachelor’s Degree, Biochemistry
DeSales University 2008 — 2009
Associates Degree, Sports and Exercise Science
ADIOcreative August 2009 - Present
Summit Financial Resources, Inc. 2007 - 2009
Skills
PowerPoint, Email Marketing, Social Media, Microsoft Office, Microsoft Word, Wellness, Nutrition, Microsoft Excel, Public Speaking, Customer Service, Editing, Event Planning, Social Networking, Social Media Marketing, Marketing Strategy, Marketing Communications, Event Management, Facebook, Coaching
Education
Life University 2012 — 2016
Doctor of Chiropractic, Sports Chiropractic
Middle Tennessee State University 2009 — 2011
Bachelor’s Degree, Biochemistry
DeSales University 2008 — 2009
Associates Degree, Sports and Exercise Science
Yagnesh Vangala Yagnesh Vangala's Summit Financial Resources, Inc. Experience April 2011 - April 2013
Job Director of Investment Sales at Epic Commercial Realty
Industry Real Estate
Experience
Epic Commercial Realty May 2015 - Present
SHVO April 2014 - May 2015
Itzhaki Properties NY June 2013 - April 2014
Summit Financial Resources, Inc. April 2011 - April 2013
Prudential Financial June 2012 - September 2012
Magnum Real Estate Group December 2010 - April 2011
Highlights Media Management- May 2010 - August 2010
Providence Construction Corp July 2008 - March 2010
Education
Seton Hall University
Bachelor of Business Administration (B.B.A.), Finance
Epic Commercial Realty May 2015 - Present
SHVO April 2014 - May 2015
Itzhaki Properties NY June 2013 - April 2014
Summit Financial Resources, Inc. April 2011 - April 2013
Prudential Financial June 2012 - September 2012
Magnum Real Estate Group December 2010 - April 2011
Highlights Media Management- May 2010 - August 2010
Providence Construction Corp July 2008 - March 2010
Education
Seton Hall University
Bachelor of Business Administration (B.B.A.), Finance
Jessie Marmolejo's Summit Financial Resources, Inc. Experience March 2002 - Present
Job Senior Investment Coordinator at Summit Equities Inc.
Industry Financial Services
Experience
Summit Financial Resources, Inc. March 2002 - Present
Express Personnel Professional Staffing Services January 2000 - January 2002
Morgan Stanley January 1998 - January 2000
Skills
Finance, Investments, Series 7, Marketing, Psychology, Human Resources, Recruiting, Fixed Annuities, Retirement Planning, Asset Allocation, Strategic Financial..., Administrative..., Insurance, Sales Management, Direct Sales, Public Speaking, Elementary Education, Special Education, Cognitive Psychology, Cognitive Assessment, Child Development, Brokerage, Accounts Payable, Accounts Receivable, Industrial..., Variable Annuities, Active Listening, Problem Solving, Critical Thinking, Compliance, Financial Planning, Administrative...
Education
Ashford University 2011 — 2013
Master's Degree in Education, Child Development, Alumni
Ashford University 2008 — 2011
Bachelor's degree, Psychology
Summit Financial Resources, Inc. March 2002 - Present
Express Personnel Professional Staffing Services January 2000 - January 2002
Morgan Stanley January 1998 - January 2000
Skills
Finance, Investments, Series 7, Marketing, Psychology, Human Resources, Recruiting, Fixed Annuities, Retirement Planning, Asset Allocation, Strategic Financial..., Administrative..., Insurance, Sales Management, Direct Sales, Public Speaking, Elementary Education, Special Education, Cognitive Psychology, Cognitive Assessment, Child Development, Brokerage, Accounts Payable, Accounts Receivable, Industrial..., Variable Annuities, Active Listening, Problem Solving, Critical Thinking, Compliance, Financial Planning, Administrative...
Education
Ashford University 2011 — 2013
Master's Degree in Education, Child Development, Alumni
Ashford University 2008 — 2011
Bachelor's degree, Psychology
Michael Tu Michael Tu's Summit Financial Resources, Inc. Experience June 2012 - August 2012
Job Sr. Alternative Investments Associate at Prudential Financial
Industry Financial Services
Experience
Prudential Financial October 2013 - Present
Summit Financial Resources, Inc. June 2012 - August 2012
JOST Financial Management June 2012 - August 2012
Golden Taiwan Inc. June 2008 - July 2012
Skills
VBA/Macros, Relational Databases, BlackRock Aladdin, S&P Capital IQ, Moody's Analytics, Bloomberg Terminal, Technical Computer..., Basic Retirement...
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2013
B.S., Finance
Prudential Financial October 2013 - Present
Summit Financial Resources, Inc. June 2012 - August 2012
JOST Financial Management June 2012 - August 2012
Golden Taiwan Inc. June 2008 - July 2012
Skills
VBA/Macros, Relational Databases, BlackRock Aladdin, S&P Capital IQ, Moody's Analytics, Bloomberg Terminal, Technical Computer..., Basic Retirement...
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2009 — 2013
B.S., Finance
Dhara Patel Dhara Patel's Summit Financial Resources, Inc. Experience April 2011 - May 2012
Job TriParty Repo Analyst at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank August 2014 - Present
Napier Park Global Capital September 2013 - December 2013
Stolar Capital June 2013 - August 2013
Prudential Financial June 2012 - August 2012
Summit Financial Resources, Inc. April 2011 - May 2012
Skills
Accounting, Financial Analysis, Financial Reporting, Microsoft Office, VBA, Microsoft Excel, Financial Modeling, Financial Accounting, Research, Access, Investments, Finance, Credit Analysis, Teamwork, Microsoft Word, PowerPoint, Public Speaking
Education
Seton Hall University 2010 — 2014
Bachelor's degree, Accounting and Finance
Livingston High School 2006 — 2010
Barclays Investment Bank August 2014 - Present
Napier Park Global Capital September 2013 - December 2013
Stolar Capital June 2013 - August 2013
Prudential Financial June 2012 - August 2012
Summit Financial Resources, Inc. April 2011 - May 2012
Skills
Accounting, Financial Analysis, Financial Reporting, Microsoft Office, VBA, Microsoft Excel, Financial Modeling, Financial Accounting, Research, Access, Investments, Finance, Credit Analysis, Teamwork, Microsoft Word, PowerPoint, Public Speaking
Education
Seton Hall University 2010 — 2014
Bachelor's degree, Accounting and Finance
Livingston High School 2006 — 2010
Karen Victoria (Kenney) Smith Karen Victoria (Kenney) Smith's Summit Financial Resources, Inc. Experience January 2014 - June 2015
Job President, Three Worlds Productions LLC.
Industry Publishing
Experience
Three Worlds Press (Three Worlds Productions) January 2010 - Present
40 Foot Hole Studios October 2014 - Present
Santander Bank, N.A. June 2015 - Present
Writer April 2009 - Present
Summit Financial Resources, Inc. January 2014 - June 2015
Breathless Press August 2013 - June 2014
Monmouth Connections 2014 - 2014
Gitterman & Associates Wealth Management LLC January 2013 - June 2013
Two River Women in Business Consortium 2011 - 2012
State Farm 2011 - 2012
Skills
Editing, Writing, Fiction, Books, Blogging, Freelance Writing, Copy Editing, Proofreading, Published Author, Publishing, Ebooks, Ghostwriting, Web Content, Publications, Newsletters, Novels, Editorial, Literature, QuickBooks, Bookkeeping, Creative Writing, Facebook, Fiction Writing, Short Stories, History, Publicity, Magazines, Feature Articles, Poetry, Content Development, Journalism, Content Strategy, Copywriting, Press Releases, Content Writing, Content Management, AP Style, Magazine Articles, Newspapers, Online Publishing, Speech Writing, Social Networking, Storytelling
Education
New York University, Stern School of Business 1981 — 1983
MBA, Finance
University of Pennsylvania 1975 — 1979
BA-Biology and MS Education
Three Worlds Press (Three Worlds Productions) January 2010 - Present
40 Foot Hole Studios October 2014 - Present
Santander Bank, N.A. June 2015 - Present
Writer April 2009 - Present
Summit Financial Resources, Inc. January 2014 - June 2015
Breathless Press August 2013 - June 2014
Monmouth Connections 2014 - 2014
Gitterman & Associates Wealth Management LLC January 2013 - June 2013
Two River Women in Business Consortium 2011 - 2012
State Farm 2011 - 2012
Skills
Editing, Writing, Fiction, Books, Blogging, Freelance Writing, Copy Editing, Proofreading, Published Author, Publishing, Ebooks, Ghostwriting, Web Content, Publications, Newsletters, Novels, Editorial, Literature, QuickBooks, Bookkeeping, Creative Writing, Facebook, Fiction Writing, Short Stories, History, Publicity, Magazines, Feature Articles, Poetry, Content Development, Journalism, Content Strategy, Copywriting, Press Releases, Content Writing, Content Management, AP Style, Magazine Articles, Newspapers, Online Publishing, Speech Writing, Social Networking, Storytelling
Education
New York University, Stern School of Business 1981 — 1983
MBA, Finance
University of Pennsylvania 1975 — 1979
BA-Biology and MS Education
George L Rioseco III George L Rioseco III's Summit Financial Resources, Inc. Experience June 2008 - Present
Job Financial Advisor at Summit Financial Resources, Inc.
Industry Financial Services
Experience
Summit Financial Resources, Inc. June 2008 - Present
National Wealth Advisors, Inc. April 2008 - Present
Strategies For Wealth Creation and Protection June 1997 - March 2008
Skills
Series 7, Retirement Planning, Retirement, Investments, Series 63, Strategic Financial..., Financial Advisory, Estate Planning, Wealth Management, Investment Strategies, Asset Allocation, Alternative Investments
Education
Manhattanville College 1983 — 1988
BA, Economics/Business
Berkshire School 1980 — 1982
Summit Financial Resources, Inc. June 2008 - Present
National Wealth Advisors, Inc. April 2008 - Present
Strategies For Wealth Creation and Protection June 1997 - March 2008
Skills
Series 7, Retirement Planning, Retirement, Investments, Series 63, Strategic Financial..., Financial Advisory, Estate Planning, Wealth Management, Investment Strategies, Asset Allocation, Alternative Investments
Education
Manhattanville College 1983 — 1988
BA, Economics/Business
Berkshire School 1980 — 1982
Brett Ernish Brett Ernish's Summit Financial Resources, Inc. Experience December 2014 - Present
Job Financial Representative for Summit Financial Resources
Industry Insurance
Experience
Summit Financial Resources, Inc. December 2014 - Present
Northwestern Mutual April 2012 - December 2014
Butterfile Inc. February 2010 - November 2012
Hollister Construction Services September 2006 - March 2010
T.D. Medical, Inc January 2001 - September 2006
Ernish Computer Design December 1999 - January 2001
Getronics Wang Global May 1998 - December 1999
Robert Half International Consulting January 1998 - May 1998
Specialized Packaging, Inc January 1997 - February 1998
Daymon Associates February 1996 - January 1998
Skills
Sales, Team Building, Marketing, New Business Development, Business Analysis, Strategic Planning, Business Development, Management, Contract Negotiation, Finance, Leadership, Business Strategy, Business Planning, Sales Management, Start-ups, Entrepreneurship, Access, Online Advertising, Networking, Sales Presentations, Small Business, Account Management, Lead Generation, Financial Services, Negotiation, Strategy, Construction, Cold Calling, Social Networking, Training, Microsoft Excel, Salesforce.com, Retail, Advertising, CRM, Budgets, Competitive Analysis, Direct Sales, Forecasting, Selling, Sales Process, Team Leadership, Retirement Planning, Contract Management, Recruiting, Sales Operations, Construction Management, Global Business...
Education
Alphatrain
Certificate of Completion, Computer Hardware
Fairleigh Dickinson University 1989 — 1994
Bachelors Degree, Business Management
OTHS 1985 — 1989
Summit Financial Resources, Inc. December 2014 - Present
Northwestern Mutual April 2012 - December 2014
Butterfile Inc. February 2010 - November 2012
Hollister Construction Services September 2006 - March 2010
T.D. Medical, Inc January 2001 - September 2006
Ernish Computer Design December 1999 - January 2001
Getronics Wang Global May 1998 - December 1999
Robert Half International Consulting January 1998 - May 1998
Specialized Packaging, Inc January 1997 - February 1998
Daymon Associates February 1996 - January 1998
Skills
Sales, Team Building, Marketing, New Business Development, Business Analysis, Strategic Planning, Business Development, Management, Contract Negotiation, Finance, Leadership, Business Strategy, Business Planning, Sales Management, Start-ups, Entrepreneurship, Access, Online Advertising, Networking, Sales Presentations, Small Business, Account Management, Lead Generation, Financial Services, Negotiation, Strategy, Construction, Cold Calling, Social Networking, Training, Microsoft Excel, Salesforce.com, Retail, Advertising, CRM, Budgets, Competitive Analysis, Direct Sales, Forecasting, Selling, Sales Process, Team Leadership, Retirement Planning, Contract Management, Recruiting, Sales Operations, Construction Management, Global Business...
Education
Alphatrain
Certificate of Completion, Computer Hardware
Fairleigh Dickinson University 1989 — 1994
Bachelors Degree, Business Management
OTHS 1985 — 1989
Neil Cashes's Summit Financial Resources, Inc. Experience April 2014 - Present
Job Financial Consultant at Summit Financial Resources, Inc.
Industry Financial Services
Experience
Frozen Ropes Training Facility March 2015 - Present
Summit Financial Resources, Inc. April 2014 - Present
Northwestern Mutual September 2013 - April 2014
Sea Bright Beach Club May 2013 - September 2013
Giordano, Halleran & Ciesla December 2012 - January 2013
Sea Bright Beach Club May 2007 - 2012
Skills
Cold Calling, New Business Development, Long Term Care Insurance, Direct Sales, Salesforce.com, Process Scheduler, Leadership, Customer Satisfaction, Account Management
Education
Drew University 2009 — 2013
Bachelor of Arts (BA), History
Red Bank Regional High School 2005 — 2009
Frozen Ropes Training Facility March 2015 - Present
Summit Financial Resources, Inc. April 2014 - Present
Northwestern Mutual September 2013 - April 2014
Sea Bright Beach Club May 2013 - September 2013
Giordano, Halleran & Ciesla December 2012 - January 2013
Sea Bright Beach Club May 2007 - 2012
Skills
Cold Calling, New Business Development, Long Term Care Insurance, Direct Sales, Salesforce.com, Process Scheduler, Leadership, Customer Satisfaction, Account Management
Education
Drew University 2009 — 2013
Bachelor of Arts (BA), History
Red Bank Regional High School 2005 — 2009
Josh Salvo Josh Salvo's Summit Financial Resources, Inc. Experience 2009 - 2010
Job CoOwner and Founder at MySkiProfile LLC
Industry Sports
Experience
AmericanYeti.com September 2011 - Present
MySkiProfile LLC September 2010 - Present
Village Skis January 2010 - Present
Summit Ski & Sport August 2011 - October 2012
Summit Financial Resources, Inc. 2009 - 2010
Skills
Social Media Marketing, Social Media, Social Networking, Marketing Strategy, Public Speaking, Entrepreneurship, Marketing, Event Planning, Facebook, Blogging, Event Management, Online Advertising, Online Marketing, Marketing Communications, New Business Development, Ski, PPC, Sales
Education
Fordham University
Business Administration with a Concentration in Entrepreneurship
Oratory Prep High School 2005 — 2009
AmericanYeti.com September 2011 - Present
MySkiProfile LLC September 2010 - Present
Village Skis January 2010 - Present
Summit Ski & Sport August 2011 - October 2012
Summit Financial Resources, Inc. 2009 - 2010
Skills
Social Media Marketing, Social Media, Social Networking, Marketing Strategy, Public Speaking, Entrepreneurship, Marketing, Event Planning, Facebook, Blogging, Event Management, Online Advertising, Online Marketing, Marketing Communications, New Business Development, Ski, PPC, Sales
Education
Fordham University
Business Administration with a Concentration in Entrepreneurship
Oratory Prep High School 2005 — 2009
Glenn Wechsler Glenn Wechsler's Summit Financial Resources, Inc. Experience August 2003 - August 2005
Job Business Development at Seminars for Engineers
Industry Mechanical or Industrial Engineering
Experience
Seminars for Engineers March 2015 - Present
Trisys Inc. December 2013 - January 2015
Computers For Kids September 2012 - November 2013
Cablevision July 2008 - September 2012
Home Banc LLC/Global Mortgage Inc September 2005 - June 2008
Summit Financial Resources, Inc. August 2003 - August 2005
Skills
Sales, Marketing, Customer Service, Marketing Strategy, Cold Calling, Direct Sales, Account Management, New Business Development, Sales Management, Business Development, Team Leadership, Negotiation, Strategic Planning, Microsoft Office, Business Strategy, Telecommunications, Solution Selling, Management
Education
Penn State University 1999 — 2003
Bachelor of Arts (B.A.), Telecommunications
Montville High School 1995 — 1999
High School Diploma
Seminars for Engineers March 2015 - Present
Trisys Inc. December 2013 - January 2015
Computers For Kids September 2012 - November 2013
Cablevision July 2008 - September 2012
Home Banc LLC/Global Mortgage Inc September 2005 - June 2008
Summit Financial Resources, Inc. August 2003 - August 2005
Skills
Sales, Marketing, Customer Service, Marketing Strategy, Cold Calling, Direct Sales, Account Management, New Business Development, Sales Management, Business Development, Team Leadership, Negotiation, Strategic Planning, Microsoft Office, Business Strategy, Telecommunications, Solution Selling, Management
Education
Penn State University 1999 — 2003
Bachelor of Arts (B.A.), Telecommunications
Montville High School 1995 — 1999
High School Diploma
David Chepauskas, CFP David Chepauskas, CFP's Summit Financial Resources, Inc. Experience December 1989 - Present
Job Principal/Financial Planner at Summit Financial Resources
Industry Financial Services
Experience
Summit Financial Resources, Inc. December 1989 - Present
Summit Financial Resources, Inc. December 1989 - Present
Bergen Community College 2006 - Present
American Cancer Society 2000 - Present
United States Army June 1977 - December 1989
United States Military Academy 1986 - 1989
Education
Long Island University, C.W. Post Campus 1986 — 1988
MBA, Finance
The University of Georgia 1985 — 1986
Masters of Education
United States Military Academy at West Point 1973 — 1977
BS
Summit Financial Resources, Inc. December 1989 - Present
Summit Financial Resources, Inc. December 1989 - Present
Bergen Community College 2006 - Present
American Cancer Society 2000 - Present
United States Army June 1977 - December 1989
United States Military Academy 1986 - 1989
Education
Long Island University, C.W. Post Campus 1986 — 1988
MBA, Finance
The University of Georgia 1985 — 1986
Masters of Education
United States Military Academy at West Point 1973 — 1977
BS
Peter Brett Peter Brett's Summit Financial Resources, Inc. Experience October 2012 - January 2013
Job Sales Representative at Forever Collectibles
Industry Consumer Goods
Experience
Forever Collectibles August 2014 - Present
Enterprise Rent-A-Car August 2013 - June 2014
Southard Communications Inc. January 2013 - April 2013
Summit Financial Resources, Inc. October 2012 - January 2013
Seton Hall University 2009 - 2013
American Red Cross May 2012 - September 2012
Localery November 2011 - May 2012
Skills
Social Media Marketing, Facebook, PowerPoint, Microsoft Office, Time Management, Social Media, Public Relations, Advertising, Social Networking, Microsoft Excel, Feature Articles, Event Planning, Marketing Communications, Event Management, Marketing, Blogging, Public Speaking, Email Marketing, Marketing Strategy, Fundraising, Customer Service, Adobe Design Programs, InDesign, Photoshop, Sales Operations, Direct Sales, Press Releases, Dogs
Education
Seton Hall University 2009 — 2013
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Hightstown High School 2005 — 2009
Forever Collectibles August 2014 - Present
Enterprise Rent-A-Car August 2013 - June 2014
Southard Communications Inc. January 2013 - April 2013
Summit Financial Resources, Inc. October 2012 - January 2013
Seton Hall University 2009 - 2013
American Red Cross May 2012 - September 2012
Localery November 2011 - May 2012
Skills
Social Media Marketing, Facebook, PowerPoint, Microsoft Office, Time Management, Social Media, Public Relations, Advertising, Social Networking, Microsoft Excel, Feature Articles, Event Planning, Marketing Communications, Event Management, Marketing, Blogging, Public Speaking, Email Marketing, Marketing Strategy, Fundraising, Customer Service, Adobe Design Programs, InDesign, Photoshop, Sales Operations, Direct Sales, Press Releases, Dogs
Education
Seton Hall University 2009 — 2013
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Hightstown High School 2005 — 2009
Jonathan Gaudet Jonathan Gaudet's Summit Financial Resources, Inc. Experience February 2010 - October 2010
Job Inside Account Manager at SHI
Industry Information Technology and Services
Experience
SHI May 2011 - Present
Macy's November 2010 - February 2012
Metuchen Board of Education January 2010 - May 2011
Summit Financial Resources, Inc. February 2010 - October 2010
DuPont May 2007 - August 2008
Luccas Coffee Shop May 2004 - January 2006
Boro ACE Hardware November 2005 - December 2005
Skills
Microsoft CRM, Microsoft Outlook, Microsoft Volume..., Adobe Volume Licensing..., State and Local..., IT Sales, Sales
Education
Seton Hall University 2006 — 2010
B.S, Finance and Information Technology Management
SHI May 2011 - Present
Macy's November 2010 - February 2012
Metuchen Board of Education January 2010 - May 2011
Summit Financial Resources, Inc. February 2010 - October 2010
DuPont May 2007 - August 2008
Luccas Coffee Shop May 2004 - January 2006
Boro ACE Hardware November 2005 - December 2005
Skills
Microsoft CRM, Microsoft Outlook, Microsoft Volume..., Adobe Volume Licensing..., State and Local..., IT Sales, Sales
Education
Seton Hall University 2006 — 2010
B.S, Finance and Information Technology Management
Andrew Clyne Andrew Clyne's Summit Financial Resources, Inc. Experience September 2014 - Present
Job Associate Wealth Management Advisor at Summit Financial Resources, Inc.
Industry Financial Services
Experience
Summit Financial Resources, Inc. September 2014 - Present
Northwestern Mutual November 2012 - September 2014
UNC Greensboro May 2011 - August 2012
self employed January 2009 - June 2012
UNC Greensboro March 2010 - May 2011
UNC Greensboro May 2009 - May 2010
Education
The University of North Carolina at Greensboro (UNCG) 2007 — 2011
Bachelor of Science, Finance
University of North Carolina at Greensboro 2007 — 2011
Bachelor of Science, Finance
Washingtonville High School 2003 — 2007
Summit Financial Resources, Inc. September 2014 - Present
Northwestern Mutual November 2012 - September 2014
UNC Greensboro May 2011 - August 2012
self employed January 2009 - June 2012
UNC Greensboro March 2010 - May 2011
UNC Greensboro May 2009 - May 2010
Education
The University of North Carolina at Greensboro (UNCG) 2007 — 2011
Bachelor of Science, Finance
University of North Carolina at Greensboro 2007 — 2011
Bachelor of Science, Finance
Washingtonville High School 2003 — 2007
Samuel Strasser's Summit Financial Resources, Inc. Experience InternSummit Financial Resources, Inc.February 2014 - Present
Job Student, Rutgers Business School
Industry Financial Services
Experience
Summit Financial Resources, Inc. InternSummit Financial Resources, Inc.February 2014 - Present
Route 18 Auto Group August 2012 - Present
Skills
strong interpersonal..., Microsoft Office, Team Leadership, Financial Analysis, Finance, Mutual Funds, Customer Service, Leadership
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2015
Finance, General, Senior
Brookdale Community College 2010 — 2013
Associate's Degree, Business Administration and Management, General
Rumson-Fair Haven Regional High School 2006 — 2010
Summit Financial Resources, Inc. InternSummit Financial Resources, Inc.February 2014 - Present
Route 18 Auto Group August 2012 - Present
Skills
strong interpersonal..., Microsoft Office, Team Leadership, Financial Analysis, Finance, Mutual Funds, Customer Service, Leadership
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2013 — 2015
Finance, General, Senior
Brookdale Community College 2010 — 2013
Associate's Degree, Business Administration and Management, General
Rumson-Fair Haven Regional High School 2006 — 2010
david xi's Summit Financial Resources, Inc. Experience June 1999 - Present
Job Family Wealth Counselor at Summit Financial Resources, Inc.
Industry Financial Services
Experience
Summit Financial Resources, Inc. June 1999 - Present
Skills
Strategic Financial..., Retirement Planning, Finance, Wealth, Insurance, Securities, Small Business, Estate Planning, Asset Protection, Strategic Planning, Alternative Investments, New Business Development, Financial Planning, Series 7, Asset Management, Banking, Income Tax Reduction, Estate Tax Reduction, Education Funding, Hedge Funds, Financial Security, All Contingencies, Specialist for..., Private Pension Plan, Infinite Banking Concept, Becoming Your Own Banker, Benefit Focused Defined..., 7702 Account
Education
MIT 1991 — 1993
MBA, Finance, Accounting, and International Business Management
MIT 1989 — 1991
Master of Science, Political Science and Government
Summit Financial Resources, Inc. June 1999 - Present
Skills
Strategic Financial..., Retirement Planning, Finance, Wealth, Insurance, Securities, Small Business, Estate Planning, Asset Protection, Strategic Planning, Alternative Investments, New Business Development, Financial Planning, Series 7, Asset Management, Banking, Income Tax Reduction, Estate Tax Reduction, Education Funding, Hedge Funds, Financial Security, All Contingencies, Specialist for..., Private Pension Plan, Infinite Banking Concept, Becoming Your Own Banker, Benefit Focused Defined..., 7702 Account
Education
MIT 1991 — 1993
MBA, Finance, Accounting, and International Business Management
MIT 1989 — 1991
Master of Science, Political Science and Government
Carl Zuckerberg's Summit Financial Resources, Inc. Experience 1991 - 1993
Job Principal, Chief Investment Strategist at Relyea Zuckerberg Hanson, LLC
Industry Investment Management
Experience
Relyea Zuckerberg Hanson, LLC 2000 - Present
Fleming Relyea & Cox 1993 - 2000
Summit Financial Resources, Inc. 1991 - 1993
Education
Bucknell University 1987 — 1991
BA, Economics & Finance
Relyea Zuckerberg Hanson, LLC 2000 - Present
Fleming Relyea & Cox 1993 - 2000
Summit Financial Resources, Inc. 1991 - 1993
Education
Bucknell University 1987 — 1991
BA, Economics & Finance
Zachary L. Blackwood Zachary L. Blackwood's Summit Financial Resources, Inc. Experience August 2012 - January 2013
Job Graduate Assistant, MBA Candidate '17
Industry Marketing and Advertising
Experience
Seton Hall University August 2015 - Present
Leadership Development Honors Program, Stillman School of Business, Seton Hall University August 2011 - Present
Seton Hall University August 2013 - May 2015
Seton Hall University August 2011 - May 2015
Investors Bank May 2013 - August 2013
Summit Financial Resources, Inc. August 2012 - January 2013
Investors Savings Bank February 2012 - May 2012
Target Corporation May 2011 - September 2011
Hawk Pointe Golf Resort April 2011 - August 2011
C.R. Shotwell Landscape Management LLC June 2008 - September 2010
Skills
PowerPoint, Word, Excel, Access, Microsoft Office, Writing, Microsoft Word, Microsoft Excel, Social Media Marketing, Research
Education
Seton Hall University 2011 — 2015
Bachelor of Science (B.S.), Marketing, Finance
Warren Hills Regional High School 2007 — 2011
Graduate
Seton Hall University August 2015 - Present
Leadership Development Honors Program, Stillman School of Business, Seton Hall University August 2011 - Present
Seton Hall University August 2013 - May 2015
Seton Hall University August 2011 - May 2015
Investors Bank May 2013 - August 2013
Summit Financial Resources, Inc. August 2012 - January 2013
Investors Savings Bank February 2012 - May 2012
Target Corporation May 2011 - September 2011
Hawk Pointe Golf Resort April 2011 - August 2011
C.R. Shotwell Landscape Management LLC June 2008 - September 2010
Skills
PowerPoint, Word, Excel, Access, Microsoft Office, Writing, Microsoft Word, Microsoft Excel, Social Media Marketing, Research
Education
Seton Hall University 2011 — 2015
Bachelor of Science (B.S.), Marketing, Finance
Warren Hills Regional High School 2007 — 2011
Graduate
Mark Lettie Mark Lettie's Summit Financial Resources, Inc. Experience 2006 - 2010
Job Business Development Consultant at IBISWorld
Industry Information Services
Experience
IBISWorld 2011 - Present
Castleton Partners 2010 - 2011
Summit Financial Resources, Inc. 2006 - 2010
Pension Data Resources 2001 - 2006
Dun & Bradstreet 1995 - 2001
Marketing One Securities 1994 - 1995
Prudential Securities 1992 - 1994
Hibbard Brown & Company 1989 - 1992
Education
Lehigh University 1985 — 1989
BS in Business & Economics, Finance
IBISWorld 2011 - Present
Castleton Partners 2010 - 2011
Summit Financial Resources, Inc. 2006 - 2010
Pension Data Resources 2001 - 2006
Dun & Bradstreet 1995 - 2001
Marketing One Securities 1994 - 1995
Prudential Securities 1992 - 1994
Hibbard Brown & Company 1989 - 1992
Education
Lehigh University 1985 — 1989
BS in Business & Economics, Finance
Chris Feuer Chris Feuer's Summit Financial Resources, Inc. Experience December 2011 - January 2012
Job Project Manager at CDMiConnect
Industry Public Relations and Communications
Experience
CDMiConnect December 2014 - Present
Beacon Healthcare Communications August 2013 - December 2014
Blueprint May 2012 - July 2013
Summit Financial Resources, Inc. December 2011 - January 2012
Blueprint Media, LLC. June 2010 - August 2010
Skills
Online Advertising, Marketing, Issue Management, Digital Project..., Basecamp, Microsoft Office, Customer Service, Web Project Management, Project Plans, Stakeholder Analysis, Social Networking, Social Media Marketing, CMS, Digital Media, Blogging, Advertising, PowerPoint, Integrated Marketing, Social Media, Management, Microsoft Excel, Marketing Communications
Education
Susquehanna University 2008 — 2012
Bachelor of Science (B.S.), Business Administration with an Emphasis in Finance
CDMiConnect December 2014 - Present
Beacon Healthcare Communications August 2013 - December 2014
Blueprint May 2012 - July 2013
Summit Financial Resources, Inc. December 2011 - January 2012
Blueprint Media, LLC. June 2010 - August 2010
Skills
Online Advertising, Marketing, Issue Management, Digital Project..., Basecamp, Microsoft Office, Customer Service, Web Project Management, Project Plans, Stakeholder Analysis, Social Networking, Social Media Marketing, CMS, Digital Media, Blogging, Advertising, PowerPoint, Integrated Marketing, Social Media, Management, Microsoft Excel, Marketing Communications
Education
Susquehanna University 2008 — 2012
Bachelor of Science (B.S.), Business Administration with an Emphasis in Finance
Lori Falduto's Summit Financial Resources, Inc. Experience March 2011 - June 2015
Job Insurance Professional
Industry Financial Services
Experience
Summit Financial Resources, Inc. March 2011 - June 2015
Bleakley, Schwartz, Cooney & Finney, LLC March 2007 - July 2010
Skills
Insurance, Customer Service, Microsoft Excel, Life Insurance, Microsoft Office, Financial Planning, Long Term Care Insurance, Process Improvement
Education
Caldwell College
Bachelor's degree, Business Administration
Summit Financial Resources, Inc. March 2011 - June 2015
Bleakley, Schwartz, Cooney & Finney, LLC March 2007 - July 2010
Skills
Insurance, Customer Service, Microsoft Excel, Life Insurance, Microsoft Office, Financial Planning, Long Term Care Insurance, Process Improvement
Education
Caldwell College
Bachelor's degree, Business Administration
Steve Pfundstein's Summit Financial Resources, Inc. Experience July 2010 - Present
Job Information Technology Manager at Summit Financial Resources, Inc.
Industry Financial Services
Experience
Summit Financial Resources, Inc. July 2010 - Present
Skills
Troubleshooting, System Administration, Cloud Computing, Microsoft Exchange, Project Management, Data Center, Windows, Risk Management, Active Directory, Disaster Recovery, Networking, VMware, SharePoint, Strategic Planning, Customer Service, Windows Server, Wordpress, Technical Writing, Series 6, Joomla, Microsoft SQL Server, Veeam, Sonicwall
Education
Franciscan University of Steubenville 2000 — 2004
BS
Summit Financial Resources, Inc. July 2010 - Present
Skills
Troubleshooting, System Administration, Cloud Computing, Microsoft Exchange, Project Management, Data Center, Windows, Risk Management, Active Directory, Disaster Recovery, Networking, VMware, SharePoint, Strategic Planning, Customer Service, Windows Server, Wordpress, Technical Writing, Series 6, Joomla, Microsoft SQL Server, Veeam, Sonicwall
Education
Franciscan University of Steubenville 2000 — 2004
BS
Alyce M Hackett's Summit Financial Resources, Inc. Experience November 2012 - Present
Job Certified Financial Planner at Summit Financial Resources, Inc.
Industry Financial Services
Experience
Summit Financial Resources, Inc. November 2012 - Present
Lifestyle Resources LLC January 1998 - Present
NJAWBO June 2002 - June 2003
Skills
Investments, Estate Planning, Entrepreneurship, Sales, Disability Insurance, Public Speaking, Marketing, New Business Development, Life Insurance, Practice Focus: •..., Access, Social Media Marketing
Education
Montclair State University 1972 — 1974
M.S., in Speech Pathology and Audiology
Montclair State University 1967 — 1972
Bachelor of Arts (BA); B.S, English and Speech Pathology and Audiology
Summit Financial Resources, Inc. November 2012 - Present
Lifestyle Resources LLC January 1998 - Present
NJAWBO June 2002 - June 2003
Skills
Investments, Estate Planning, Entrepreneurship, Sales, Disability Insurance, Public Speaking, Marketing, New Business Development, Life Insurance, Practice Focus: •..., Access, Social Media Marketing
Education
Montclair State University 1972 — 1974
M.S., in Speech Pathology and Audiology
Montclair State University 1967 — 1972
Bachelor of Arts (BA); B.S, English and Speech Pathology and Audiology
Leon Gertsberg's Summit Financial Resources, Inc. Experience May 2009 - Present
Job Sr. Sales Support Analyst
Industry Financial Services
Experience
Summit Financial Resources, Inc. May 2009 - Present
Summit Financial Resources, Inc. September 2008 - May 2009
Summit Financial Resources, Inc. August 2007 - September 2008
Skills
Portfolio Management, Bloomberg Terminal, Wealth Management..., Alternative Investments, Wealth Management, Mutual Funds, Asset Allocation, Retirement Planning, Series 7, Sales Management, Financial Analysis, Financial Advisory, Private Wealth..., Hedge Funds, Relationship Management, Equities, Investments, Fixed Income, Asset Management, 401k, Retirement, Customer Service, Wealth, Exel Modeling, Wealth Transfer Planning, Securities, Sales, Product Specialists, Morningstar Office, Training, Separately Managed...
Education
Pace University - Lubin School of Business 2004 — 2008
BS, Business Economics
Summit Financial Resources, Inc. May 2009 - Present
Summit Financial Resources, Inc. September 2008 - May 2009
Summit Financial Resources, Inc. August 2007 - September 2008
Skills
Portfolio Management, Bloomberg Terminal, Wealth Management..., Alternative Investments, Wealth Management, Mutual Funds, Asset Allocation, Retirement Planning, Series 7, Sales Management, Financial Analysis, Financial Advisory, Private Wealth..., Hedge Funds, Relationship Management, Equities, Investments, Fixed Income, Asset Management, 401k, Retirement, Customer Service, Wealth, Exel Modeling, Wealth Transfer Planning, Securities, Sales, Product Specialists, Morningstar Office, Training, Separately Managed...
Education
Pace University - Lubin School of Business 2004 — 2008
BS, Business Economics
Paul K Hallman's Summit Financial Resources, Inc. Experience August 2014 - Present
Job Assistant Compliance Manager at Summit Financial Resources, Inc
Industry Financial Services
Experience
Summit Financial Resources, Inc. August 2014 - Present
Merrill Lynch August 2011 - August 2014
Adecco (Consulting for Merrill Lynch) March 2011 - July 2011
Assent LLC a division of SunGard Trading April 2008 - July 2010
The Griswold Company, Inc 1995 - 2007
Cantor Fitzgerald, Spear Leads & Kellogg, Wein January 1990 - December 1994
Skills
Equities, Series 7, Options, Trading, Securities, Risk Management, Equity Trading, FINRA, Series 63, Series 24, Trading Systems, Electronic Trading, Series 4, Series 55
Education
New Jersey City University 1986 — 1989
BS, Business Administration
French Culinary Institute
Grand Diplôme, Culinary Arts/Chef Training
Summit Financial Resources, Inc. August 2014 - Present
Merrill Lynch August 2011 - August 2014
Adecco (Consulting for Merrill Lynch) March 2011 - July 2011
Assent LLC a division of SunGard Trading April 2008 - July 2010
The Griswold Company, Inc 1995 - 2007
Cantor Fitzgerald, Spear Leads & Kellogg, Wein January 1990 - December 1994
Skills
Equities, Series 7, Options, Trading, Securities, Risk Management, Equity Trading, FINRA, Series 63, Series 24, Trading Systems, Electronic Trading, Series 4, Series 55
Education
New Jersey City University 1986 — 1989
BS, Business Administration
French Culinary Institute
Grand Diplôme, Culinary Arts/Chef Training
Andrea Orlando, CFP's Summit Financial Resources, Inc. Experience December 1988 - Present
Job Certified Financial Planner/Wealth Advisor at Summit Financial Resources, Inc.
Industry Financial Services
Experience
Summit Financial Resources, Inc. December 1988 - Present
Skills
Investments, Estate Planning, Insurance, Strategic Financial..., Employee Benefits, Finance, Strategic Planning, Wealth Management, Retirement, Retirement Planning, Financial Planning, Business Strategy, Team Building, Entrepreneurship, New Business Development, Certified Financial..., Direct Sales, Series 7, Financial Services, Risk Management, Financial Analysis, Investment Advisory
Education
College for Financial Planning 1985 — 1987
CFP, Comprehensive financial planning
Fairleigh Dickinson University-Metropolitan Campus 1976 — 1980
BS, Accounting
Summit Financial Resources, Inc. December 1988 - Present
Skills
Investments, Estate Planning, Insurance, Strategic Financial..., Employee Benefits, Finance, Strategic Planning, Wealth Management, Retirement, Retirement Planning, Financial Planning, Business Strategy, Team Building, Entrepreneurship, New Business Development, Certified Financial..., Direct Sales, Series 7, Financial Services, Risk Management, Financial Analysis, Investment Advisory
Education
College for Financial Planning 1985 — 1987
CFP, Comprehensive financial planning
Fairleigh Dickinson University-Metropolitan Campus 1976 — 1980
BS, Accounting
Scott R. North's Summit Financial Resources, Inc. Experience 2004 - 2007
Job FeeOnly Financial Planner at Retire Right Planning
Industry Financial Services
Experience
Retire Right Planning, LLC January 2012 - Present
Henry Schein 2009 - 2011
Northern Alpha Capital Management, LLC 2008 - 2009
Summit Financial Resources, Inc. 2004 - 2007
FactSet Research Systems 2003 - 2004
Hennion & Walsh 2003 - 2003
Skills
Investments, Marketing Strategy, Financial Planning, Business Strategy, Business Development, Access, Strategic Financial..., Automation, Database Design, VBA, Macro Writing, Regular Expressions
Education
Lafayette College 1999 — 2003
Bachelor's degree, Business and Economics
Lafayette College 1999 — 2003
Bachelor’s Degree, Engineering
Maastricht University School of Business and Economics 2002 — 2002
Economics
Retire Right Planning, LLC January 2012 - Present
Henry Schein 2009 - 2011
Northern Alpha Capital Management, LLC 2008 - 2009
Summit Financial Resources, Inc. 2004 - 2007
FactSet Research Systems 2003 - 2004
Hennion & Walsh 2003 - 2003
Skills
Investments, Marketing Strategy, Financial Planning, Business Strategy, Business Development, Access, Strategic Financial..., Automation, Database Design, VBA, Macro Writing, Regular Expressions
Education
Lafayette College 1999 — 2003
Bachelor's degree, Business and Economics
Lafayette College 1999 — 2003
Bachelor’s Degree, Engineering
Maastricht University School of Business and Economics 2002 — 2002
Economics
Kathy Pace's Summit Financial Resources, Inc. Experience November 1995 - August 1998
Job Consultant New Business Development Rodan + Fields Dermatologists
Industry Health, Wellness and Fitness
Experience
Rodan + Fields Dermatologists August 2013 - Present
West Caldwell Dental Group October 2003 - Present
First Presbyterian Church at Caldwell May 1999 - August 2004
Summit Financial Resources, Inc. November 1995 - August 1998
Macy's March 1993 - November 1995
Macy's June 1992 - March 1993
Firemark Inc April 1991 - June 1992
Skills
Dental Insurance, Office Administration, Human Resources, Client Relations Skills, Sales Management, Accounts Receivable, Volunteering, Recruiting, Financial Analysis, Employee Training, Community Service, Building Relationships, File Management, Payroll, Time Management, Benefits Administration, Office Management, Public Speaking, Team Building, Sales, Leadership, Social Media, Marketing, Marketing Strategy, Social Networking, Strategic Planning
Education
Radford University 1986 — 1990
Bachelor of Business Administration (BBA), Finance
Menchville High School 1982 — 1986
Rodan + Fields Dermatologists August 2013 - Present
West Caldwell Dental Group October 2003 - Present
First Presbyterian Church at Caldwell May 1999 - August 2004
Summit Financial Resources, Inc. November 1995 - August 1998
Macy's March 1993 - November 1995
Macy's June 1992 - March 1993
Firemark Inc April 1991 - June 1992
Skills
Dental Insurance, Office Administration, Human Resources, Client Relations Skills, Sales Management, Accounts Receivable, Volunteering, Recruiting, Financial Analysis, Employee Training, Community Service, Building Relationships, File Management, Payroll, Time Management, Benefits Administration, Office Management, Public Speaking, Team Building, Sales, Leadership, Social Media, Marketing, Marketing Strategy, Social Networking, Strategic Planning
Education
Radford University 1986 — 1990
Bachelor of Business Administration (BBA), Finance
Menchville High School 1982 — 1986
Michael MacDougal's Summit Financial Resources, Inc. Experience January 1995 - Present
Job Senior Financial Advisor at Summit Financial Resources, Inc.
Industry Financial Services
Experience
Institute for Family Wealth Counseling January 2005 - Present
Summit Financial Resources, Inc. January 1995 - Present
Skills
Estate Planning, Series 6, Securities, Series 7, Start-ups, Strategic Financial..., Investments, Series 63, Retirement Planning, Portfolio Management, Equities, Life Insurance, Financial Analysis, High Net Worth..., Investment Management, Wealth Management..., Wealth, Insurance, Asset Allocation, Wealth Management
Education
Roger Williams University 1983 — 1987
BS, Economics
Governor Livingston HS 1979 — 1983
Institute for Family Wealth Counseling January 2005 - Present
Summit Financial Resources, Inc. January 1995 - Present
Skills
Estate Planning, Series 6, Securities, Series 7, Start-ups, Strategic Financial..., Investments, Series 63, Retirement Planning, Portfolio Management, Equities, Life Insurance, Financial Analysis, High Net Worth..., Investment Management, Wealth Management..., Wealth, Insurance, Asset Allocation, Wealth Management
Education
Roger Williams University 1983 — 1987
BS, Economics
Governor Livingston HS 1979 — 1983
Zachary Conway's Summit Financial Resources, Inc. Experience May 2009 - August 2009
Job Associate at Conway Wealth Group
Industry Financial Services
Experience
Conway Wealth Group October 2014 - Present
Standard & Poor's March 2013 - October 2014
Standard & Poor's December 2010 - February 2013
Plum TV June 2009 - August 2010
Summit Financial Resources, Inc. May 2009 - August 2009
Education
Gettysburg College 2006 — 2010
Economics, Writing, Classics
James Cook University 2008 — 2008
Conway Wealth Group October 2014 - Present
Standard & Poor's March 2013 - October 2014
Standard & Poor's December 2010 - February 2013
Plum TV June 2009 - August 2010
Summit Financial Resources, Inc. May 2009 - August 2009
Education
Gettysburg College 2006 — 2010
Economics, Writing, Classics
James Cook University 2008 — 2008
Mara Stempler's Summit Financial Resources, Inc. Experience September 2015 - Present
Job Chief Financial Officer at Summit Financial Resources, Inc.
Industry Financial Services
Experience
Summit Financial Resources, Inc. September 2015 - Present
Auerbach Grayson and Company, LLC November 2013 - August 2015
Burnham Financial Group, Burnham Asset Management, Burnham Securities Inc. March 1995 - November 2013
Burnham Asset Management Corp. September 1989 - March 1995
Drexel Burnham Lambert February 1988 - September 1989
Skills
Financial Reporting, Asset Management, Financial Management, Financial Analysis, GAAP, Accounting, Financial Accounting, US GAAP, Compliance, Due Diligence, Investments, Tax, Forecasting, Audit, Cash Flow, Strategic Financial..., Portfolio Management, Start-ups, Investment Advisory, Wealth Management, Mutual Funds, Finance, Auditing
Education
Binghamton University - School of Management 1983 — 1986
BS, Accounting
Summit Financial Resources, Inc. September 2015 - Present
Auerbach Grayson and Company, LLC November 2013 - August 2015
Burnham Financial Group, Burnham Asset Management, Burnham Securities Inc. March 1995 - November 2013
Burnham Asset Management Corp. September 1989 - March 1995
Drexel Burnham Lambert February 1988 - September 1989
Skills
Financial Reporting, Asset Management, Financial Management, Financial Analysis, GAAP, Accounting, Financial Accounting, US GAAP, Compliance, Due Diligence, Investments, Tax, Forecasting, Audit, Cash Flow, Strategic Financial..., Portfolio Management, Start-ups, Investment Advisory, Wealth Management, Mutual Funds, Finance, Auditing
Education
Binghamton University - School of Management 1983 — 1986
BS, Accounting
Joseph De Angelis's Summit Financial Resources, Inc. Experience March 2009 - August 2009
Job Senior Account Executive at McCANN Managed Markets
Industry Marketing and Advertising
Experience
McCANN Managed Markets June 2014 - Present
The Kinetix Group June 2012 - June 2014
The Kinetix Group September 2010 - June 2012
Pfizer March 2010 - September 2010
Pfizer September 2009 - March 2010
Summit Financial Resources, Inc. March 2009 - August 2009
Madison Square Garden August 2007 - April 2008
World Wrestling Entertainment April 2006 - April 2007
Skills
Outlook, Social Media, Strategic Planning, PowerPoint, Managed Markets..., Health Care Reform, Account Management, Management
Education
Sacred Heart University 2003 — 2007
Bachelor of Science, Business Management
McCANN Managed Markets June 2014 - Present
The Kinetix Group June 2012 - June 2014
The Kinetix Group September 2010 - June 2012
Pfizer March 2010 - September 2010
Pfizer September 2009 - March 2010
Summit Financial Resources, Inc. March 2009 - August 2009
Madison Square Garden August 2007 - April 2008
World Wrestling Entertainment April 2006 - April 2007
Skills
Outlook, Social Media, Strategic Planning, PowerPoint, Managed Markets..., Health Care Reform, Account Management, Management
Education
Sacred Heart University 2003 — 2007
Bachelor of Science, Business Management
Denise Christine's Summit Financial Resources, Inc. Experience June 1997 - April 2005
Job Special Projects Coordinator at Symrise
Industry Cosmetics
Experience
Symrise 2014 - Present
Atlantic Health 2005 - 2014
Summit Financial Resources, Inc. June 1997 - April 2005
Skills
Healthcare, Outlook, PowerPoint, Hospitals, Leadership, Customer Service, Team Building, Microsoft Excel, Training, Management, Microsoft Word, Employee Relations, Process Improvement, Event Planning, Vendor Management, Team Leadership, Recruiting, Performance Management, Insurance, Mental Health, Case Management, Talent Acquisition, Performance Improvement
Education
Fairleigh Dickinson University 1995 — 1998
Bachelors, Business Management
County College of Morris
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Parsippany Hills High School
Parsippany Hills High School
Parsippany Hills High School
Symrise 2014 - Present
Atlantic Health 2005 - 2014
Summit Financial Resources, Inc. June 1997 - April 2005
Skills
Healthcare, Outlook, PowerPoint, Hospitals, Leadership, Customer Service, Team Building, Microsoft Excel, Training, Management, Microsoft Word, Employee Relations, Process Improvement, Event Planning, Vendor Management, Team Leadership, Recruiting, Performance Management, Insurance, Mental Health, Case Management, Talent Acquisition, Performance Improvement
Education
Fairleigh Dickinson University 1995 — 1998
Bachelors, Business Management
County College of Morris
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Parsippany Hills High School
Parsippany Hills High School
Parsippany Hills High School
Cliff Losen's Summit Financial Resources, Inc. Experience March 1999 - Present
Job Network Administrator at Summit Financial Resources, Inc.
Industry Financial Services
Experience
Summit Financial Resources, Inc. March 1999 - Present
The Leather Warehouse February 1987 - February 1997
Skills
Microsoft Office, Customer Service, Outlook, Microsoft Excel, Strategic Planning, Telecommunications, Troubleshooting
Education
Jacksonville University 1979 — 1983
BA, Business Management
THS
Summit Financial Resources, Inc. March 1999 - Present
The Leather Warehouse February 1987 - February 1997
Skills
Microsoft Office, Customer Service, Outlook, Microsoft Excel, Strategic Planning, Telecommunications, Troubleshooting
Education
Jacksonville University 1979 — 1983
BA, Business Management
THS
Giuliana Peluso Meany's Summit Financial Resources, Inc. Experience February 1998 - December 1999
Job Experienced District Manager/Trainer/Recruiter
Industry Staffing and Recruiting
Experience
Avon Corporate Headquarters June 2006 - July 2011
Summit Financial Resources, Inc. February 1998 - December 1999
Neuberger Berman November 1995 - January 1998
Skills
Trade Marketing, Consumer Products, FMCG, Cosmetics, Sales Management, Sales, Retail, Merchandising, Sales Operations, Microsoft Office, Managerial Finance, International Sales, Market Analysis, Networking, Promotions, Spanish, Italian, French, Management, Marketing, Direct Sales, Training, Recruiting, Marketing Strategy, Forecasting, Team Building, Account Management, Strategy, Coaching, Strategic Planning, Business Development, Time Management, Marketing Communications, Leadership
Education
Rutgers University-New Brunswick 1984 — 1988
Bachelor's degree, Economics
Rutgers University-New Brunswick 1984 — 1988
Bachelor of Science, Economics
Avon Corporate Headquarters June 2006 - July 2011
Summit Financial Resources, Inc. February 1998 - December 1999
Neuberger Berman November 1995 - January 1998
Skills
Trade Marketing, Consumer Products, FMCG, Cosmetics, Sales Management, Sales, Retail, Merchandising, Sales Operations, Microsoft Office, Managerial Finance, International Sales, Market Analysis, Networking, Promotions, Spanish, Italian, French, Management, Marketing, Direct Sales, Training, Recruiting, Marketing Strategy, Forecasting, Team Building, Account Management, Strategy, Coaching, Strategic Planning, Business Development, Time Management, Marketing Communications, Leadership
Education
Rutgers University-New Brunswick 1984 — 1988
Bachelor's degree, Economics
Rutgers University-New Brunswick 1984 — 1988
Bachelor of Science, Economics
Ronald Praught's Summit Financial Resources, Inc. Experience 1988 - Present
Job Operations Manager for Sal Salvo at Summit Financial Resources, Inc.
Industry Financial Services
Experience
Institute for Family Wealth Counseling January 1999 - Present
Summit Financial Resources, Inc. 1988 - Present
Bell Laboratories January 1969 - 1988
Skills
Retirement Planning, Retirement, Estate Planning, Wealth Management, Asset Management, Equities, Strategic Financial..., Investments, Series 7, Financial Analysis, Microsoft Excel, Portfolio Management, Investment Strategies, Bloomberg, Wealth Management..., Wealth, Strategy, Small Business, Asset Allocation, Securities, Hedge Funds, Investment Advisory
Education
Stanford University 1969 — 1970
Master of Science (MS), Mechanical Engineering
Northeastern University 1964 — 1969
Bachelor of Science (BS), Mechanical Engineering
Institute for Family Wealth Counseling January 1999 - Present
Summit Financial Resources, Inc. 1988 - Present
Bell Laboratories January 1969 - 1988
Skills
Retirement Planning, Retirement, Estate Planning, Wealth Management, Asset Management, Equities, Strategic Financial..., Investments, Series 7, Financial Analysis, Microsoft Excel, Portfolio Management, Investment Strategies, Bloomberg, Wealth Management..., Wealth, Strategy, Small Business, Asset Allocation, Securities, Hedge Funds, Investment Advisory
Education
Stanford University 1969 — 1970
Master of Science (MS), Mechanical Engineering
Northeastern University 1964 — 1969
Bachelor of Science (BS), Mechanical Engineering
Carla Cheesman's Summit Financial Resources, Inc. Experience January 2001 - July 2004
Job Contract Administrator
Industry Information Technology and Services
Experience
AIG September 2004 - Present
Summit Financial Resources, Inc. January 2001 - July 2004
Summit Financial Resources, Inc. September 1987 - January 2001
Skills
Process Improvement, Contract Management, Legal Contract Review, Process Management, Process Control, Database Administration, Administrative Work, Risk Management, Sales, Business Analysis, Vendor Management, Management
Education
William Paterson University of New Jersey 1986 — 1987
Finance/Accounting
Livingston High School 1982 — 1985
Dipoloma, High School
College for Financial Planning 1981 — 1982
Certificate of Financial Paraplanning Professional, Financial Planning
AIG September 2004 - Present
Summit Financial Resources, Inc. January 2001 - July 2004
Summit Financial Resources, Inc. September 1987 - January 2001
Skills
Process Improvement, Contract Management, Legal Contract Review, Process Management, Process Control, Database Administration, Administrative Work, Risk Management, Sales, Business Analysis, Vendor Management, Management
Education
William Paterson University of New Jersey 1986 — 1987
Finance/Accounting
Livingston High School 1982 — 1985
Dipoloma, High School
College for Financial Planning 1981 — 1982
Certificate of Financial Paraplanning Professional, Financial Planning
Donald DiDomenico's Summit Financial Resources, Inc. Experience 2012 - 2012
Job Equity Finance Middle Office at Barclays Capital
Industry Financial Services
Experience
Barclays Capital April 2015 - Present
Park Avenue Securities May 2014 - October 2014
Retail March 2013 - May 2014
Summit Financial Resources, Inc. 2012 - 2012
Northwestern Mutual 2011 - 2011
Morgan Stanley 2008 - 2009
UBS Investment Bank 2007 - 2008
Jefferies LLC March 2006 - October 2007
ABN AMRO Bank N.V. 2005 - 2006
TD Securities USA Inc 2004 - 2005
Skills
Trade Support, Equity Trading, Derivatives, Portfolio Administration, P&L Management, Collateral Management, Middle Office Operations, Client Liaison, Clearance, Capital Markets, Fixed Income Trading, Prime Brokerage, Operational Risk..., Account Reconciliation, Financial Accounting, Mutual Funds, Customer Service, Sales, Securities
Education
Arizona State University
Bachelor of Science, Finance
Barclays Capital April 2015 - Present
Park Avenue Securities May 2014 - October 2014
Retail March 2013 - May 2014
Summit Financial Resources, Inc. 2012 - 2012
Northwestern Mutual 2011 - 2011
Morgan Stanley 2008 - 2009
UBS Investment Bank 2007 - 2008
Jefferies LLC March 2006 - October 2007
ABN AMRO Bank N.V. 2005 - 2006
TD Securities USA Inc 2004 - 2005
Skills
Trade Support, Equity Trading, Derivatives, Portfolio Administration, P&L Management, Collateral Management, Middle Office Operations, Client Liaison, Clearance, Capital Markets, Fixed Income Trading, Prime Brokerage, Operational Risk..., Account Reconciliation, Financial Accounting, Mutual Funds, Customer Service, Sales, Securities
Education
Arizona State University
Bachelor of Science, Finance
Robert Cavigliano's Summit Financial Resources, Inc. Experience June 2009 - November 2010
Job Senior Associate at KPMG Advisory
Industry Financial Services
Experience
KPMG Advisory November 2010 - Present
Summit Financial Resources, Inc. June 2009 - November 2010
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Internal Controls, Financial Accounting, Financial Services, Risk Management, Accounting, Investments, Sarbanes-Oxley Act, Due Diligence, Tax, Finance, Banking, Management
Education
University of Delaware 2004 — 2009
Bachelor of Science (B.S.), Accounting and Finance
University of Delaware - Lerner College of Business and Economics
KPMG Advisory November 2010 - Present
Summit Financial Resources, Inc. June 2009 - November 2010
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Internal Controls, Financial Accounting, Financial Services, Risk Management, Accounting, Investments, Sarbanes-Oxley Act, Due Diligence, Tax, Finance, Banking, Management
Education
University of Delaware 2004 — 2009
Bachelor of Science (B.S.), Accounting and Finance
University of Delaware - Lerner College of Business and Economics
Jeff Berke's Summit Financial Resources, Inc. Experience 1982 - 1998
Job Financial Advisor/Pension Consultant/CFP
Industry Financial Services
Experience
Lincoln Financial Advisors 1999 - Present
Pro-Plans, Inc. 1999 - 2012
Summit Financial Resources, Inc. 1982 - 1998
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Investments, Employee Benefits, Financial Analysis, Risk Management
Education
Seton Hall University
BS, Finance
Lincoln Financial Advisors 1999 - Present
Pro-Plans, Inc. 1999 - 2012
Summit Financial Resources, Inc. 1982 - 1998
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Investments, Employee Benefits, Financial Analysis, Risk Management
Education
Seton Hall University
BS, Finance
Anthony Roselli's Summit Financial Resources, Inc. Experience December 2012 - March 2013
Job Financial Consultant at E*TRADE Financial Corporation
Industry Financial Services
Experience
UBS July 2013 - February 2014
Summit Financial Resources, Inc. December 2012 - March 2013
Merrill Edge May 2011 - June 2012
UBS 2010 - 2010
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
Arizona State University
UBS July 2013 - February 2014
Summit Financial Resources, Inc. December 2012 - March 2013
Merrill Edge May 2011 - June 2012
UBS 2010 - 2010
Education
Arizona State University, W. P. Carey School of Business 2007 — 2011
Arizona State University
Kim Kushel's Summit Financial Resources, Inc. Experience January 2013 - Present
Job Executive Assistant at Summit Financial Resources, Inc.
Industry Financial Services
Experience
Summit Financial Resources, Inc. January 2013 - Present
BLS Eldercare Financial Solutions December 2011 - August 2012
LPL Financial Services, Livingston, NJ September 2007 - December 2011
New York Life Insurance Company March 1998 - October 2000
T. Rowe Price January 1992 - September 1996
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Windows, Teaching, Microsoft Word, Research, English, Outlook
Education
University of Delaware 1987 — 1991
Bachelor of Science (BS), Human Resources Management and Services
Summit Financial Resources, Inc. January 2013 - Present
BLS Eldercare Financial Solutions December 2011 - August 2012
LPL Financial Services, Livingston, NJ September 2007 - December 2011
New York Life Insurance Company March 1998 - October 2000
T. Rowe Price January 1992 - September 1996
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Windows, Teaching, Microsoft Word, Research, English, Outlook
Education
University of Delaware 1987 — 1991
Bachelor of Science (BS), Human Resources Management and Services
Jeff Berke's Summit Financial Resources, Inc. Experience 1982 - 1997
Job Senior Pension Consultant at ProPlans, Inc.
Industry Financial Services
Experience
Pro-Plans, Inc. 1999 - Present
Summit Financial Resources, Inc. 1982 - 1997
Skills
Pensions, Plan Design, Defined Benefit, Plan Administration, ERISA, Financial Advice
Education
Seton Hall University
Finance
Pro-Plans, Inc. 1999 - Present
Summit Financial Resources, Inc. 1982 - 1997
Skills
Pensions, Plan Design, Defined Benefit, Plan Administration, ERISA, Financial Advice
Education
Seton Hall University
Finance
Tyler Bisset's Summit Financial Resources, Inc. Experience September 2011 - July 2013
Job Research Associate at DeMatteo Monness LLC
Industry Financial Services
Experience
DeMatteo Monness LLC July 2013 - Present
Summit Financial Resources, Inc. September 2011 - July 2013
ViaSource Funding Group, LLC June 2010 - August 2010
Skills
Bloomberg Terminal, Cold Calling, Microsoft Office, Sage CRM, Financial Advisory, Trading, Mutual Funds, Financial Analysis, Asset Allocation, Finance, Bloomberg, Hedge Funds, Series 63, Research, Series 7
Education
Franklin & Marshall College 2007 — 2011
BA, Business, Organizations and Society
IES Abroad Barcelona 2010 — 2010
Business, Spanish
DeMatteo Monness LLC July 2013 - Present
Summit Financial Resources, Inc. September 2011 - July 2013
ViaSource Funding Group, LLC June 2010 - August 2010
Skills
Bloomberg Terminal, Cold Calling, Microsoft Office, Sage CRM, Financial Advisory, Trading, Mutual Funds, Financial Analysis, Asset Allocation, Finance, Bloomberg, Hedge Funds, Series 63, Research, Series 7
Education
Franklin & Marshall College 2007 — 2011
BA, Business, Organizations and Society
IES Abroad Barcelona 2010 — 2010
Business, Spanish
Maureen Murphy Quinn's Summit Financial Resources, Inc. Experience October 2008 - Present
Job Administrative Assistant at Summit Financial Resources, Inc.
Industry Consumer Services
Experience
Summit Financial Resources, Inc. October 2008 - Present
Office Productivity Services January 2000 - Present
Champion Workflow Systems October 2007 - October 2009
Windor Workspaces April 1997 - August 2002
ADP April 1991 - August 1997
J.P. Morgan January 1978 - July 1987
Skills
Space Planning, Organization, Paperless Office, Small Business, File Structuring, Personnel Selection, Customer Service, Laser Scanning, Keyword Research, Sustainability, Public Speaking, Coaching, Marketing Strategy, Events, Newsletters, Office Management, Problem Solving, Theatre, Writing, Web Design, Space planning, Start-ups, Paperless, Fundraising, Public Relations
Education
City College of San Francisco
County College of Morris
Summit Financial Resources, Inc. October 2008 - Present
Office Productivity Services January 2000 - Present
Champion Workflow Systems October 2007 - October 2009
Windor Workspaces April 1997 - August 2002
ADP April 1991 - August 1997
J.P. Morgan January 1978 - July 1987
Skills
Space Planning, Organization, Paperless Office, Small Business, File Structuring, Personnel Selection, Customer Service, Laser Scanning, Keyword Research, Sustainability, Public Speaking, Coaching, Marketing Strategy, Events, Newsletters, Office Management, Problem Solving, Theatre, Writing, Web Design, Space planning, Start-ups, Paperless, Fundraising, Public Relations
Education
City College of San Francisco
County College of Morris
Anthony Tokar's Summit Financial Resources, Inc. Experience September 2008 - Present
Job Senior Database Coordinator at Summit Financial Resources, Inc.
Industry Financial Services
Experience
Summit Financial Resources, Inc. September 2008 - Present
Skills
Microsoft Excel, Account Reconciliation, Financial Reporting, Financial Analysis, Data Conversion, Report Design, Training, Business Technology..., Staff Management, Project Management, Financial Policies &..., Strategic Planning, Account Management, Business Development, Inventory Management, MCSA Security, Risk Management, Analysis, Software Documentation, Team Leadership, Time Management, Outlook, Databases, CRM, Cash Flow, Sales, Leadership, Microsoft Word, Management, Customer Service, Accounting
Education
East Stroudsburg University of Pennsylvania 1989 — 1993
Bachelor of Science, Management
Parsippany Hills High School
Summit Financial Resources, Inc. September 2008 - Present
Skills
Microsoft Excel, Account Reconciliation, Financial Reporting, Financial Analysis, Data Conversion, Report Design, Training, Business Technology..., Staff Management, Project Management, Financial Policies &..., Strategic Planning, Account Management, Business Development, Inventory Management, MCSA Security, Risk Management, Analysis, Software Documentation, Team Leadership, Time Management, Outlook, Databases, CRM, Cash Flow, Sales, Leadership, Microsoft Word, Management, Customer Service, Accounting
Education
East Stroudsburg University of Pennsylvania 1989 — 1993
Bachelor of Science, Management
Parsippany Hills High School
Aneesh Cheruthottil's Summit Financial Resources, Inc. Experience October 2011 - Present
Job Student at Rider University
Industry Marketing and Advertising
Experience
Summit Financial Resources, Inc. October 2011 - Present
Education
Rider University 2009 — 2012
Summit Financial Resources, Inc. October 2011 - Present
Education
Rider University 2009 — 2012
Ken Kovacs's Summit Financial Resources, Inc. Experience 2002 - 2012
Job Chief Marketing Officer | Bacsi Enterprises LLC | Seeking New Growth Opportunities
Industry Marketing and Advertising
Experience
Bacsi Enterprises, LLC 2010 - Present
MassMutual Eastern Pennsylvania December 2012 - April 2015
Summit Financial Resources, Inc. 2002 - 2012
Mid Atlantic Resource Group 2001 - 2002
PricewaterhouseCoopers 2000 - 2001
New York Life Insurance Company 1997 - 2000
Skills
Marketing Communications, Strategic Planning, New Business Development, Call Center Mgt, CRM, Advertising, Copywriting, Life & Health Insurance..., Corporate Sponsorships, Mutual Funds, Fixed Annuities, College Funding..., Family Business..., Series 6 & 63 Licenses..., Estate Planning, Insurance, Telemarketing, Microsfot Office
Education
Messiah College 1991 — 1995
Bachelor of Science
The American College
CFP (Certified Financial Planner Certificant)
The American College 2013 — 2014
CFBS (Certified Family Business Specialist) Certificant
Bacsi Enterprises, LLC 2010 - Present
MassMutual Eastern Pennsylvania December 2012 - April 2015
Summit Financial Resources, Inc. 2002 - 2012
Mid Atlantic Resource Group 2001 - 2002
PricewaterhouseCoopers 2000 - 2001
New York Life Insurance Company 1997 - 2000
Skills
Marketing Communications, Strategic Planning, New Business Development, Call Center Mgt, CRM, Advertising, Copywriting, Life & Health Insurance..., Corporate Sponsorships, Mutual Funds, Fixed Annuities, College Funding..., Family Business..., Series 6 & 63 Licenses..., Estate Planning, Insurance, Telemarketing, Microsfot Office
Education
Messiah College 1991 — 1995
Bachelor of Science
The American College
CFP (Certified Financial Planner Certificant)
The American College 2013 — 2014
CFBS (Certified Family Business Specialist) Certificant
Cody Cummings's Summit Financial Resources, Inc. Experience September 2013 - Present
Job Summit Financial Resources
Industry Financial Services
Experience
Summit Financial Resources, Inc. September 2013 - Present
Education
Drew University 2009 — 2013
Bachelor of Arts (B.A.), Political Science, Economics
Staten Island Academy
Summit Financial Resources, Inc. September 2013 - Present
Education
Drew University 2009 — 2013
Bachelor of Arts (B.A.), Political Science, Economics
Staten Island Academy
Kairon Mullins's Summit Financial Resources, Inc. Experience 1989 - 1992
Job Oral Surgery Practice Manager
Industry Hospital & Health Care
Experience
John E Mullins, Jr., DMD, PA Oral & Maxillofacial Surgery 1998 - Present
Armco 1992 - 1993
Summit Financial Resources, Inc. 1989 - 1992
Allstate 1985 - 1989
Skills
Office Administration, Human Resources, Customer Service..., Health Insurance, Sales, Recruiting, General Insurance, Public Speaking, Accounting, Employee Benefits, Benefits Administration, Phone Skills
Education
Boston College 1981 — 1985
BS, Marketing/Marketing Management, General
John E Mullins, Jr., DMD, PA Oral & Maxillofacial Surgery 1998 - Present
Armco 1992 - 1993
Summit Financial Resources, Inc. 1989 - 1992
Allstate 1985 - 1989
Skills
Office Administration, Human Resources, Customer Service..., Health Insurance, Sales, Recruiting, General Insurance, Public Speaking, Accounting, Employee Benefits, Benefits Administration, Phone Skills
Education
Boston College 1981 — 1985
BS, Marketing/Marketing Management, General
Daniel Salonis's Summit Financial Resources, Inc. Experience 2013 - Present
Job Summit Financial Resources, Inc.
Industry Financial Services
Experience
Summit Financial Resources, Inc. 2013 - Present
Education
Montclair State University
Business Administration, Finance Concentration (B.S.), Finance, General
Summit Financial Resources, Inc. 2013 - Present
Education
Montclair State University
Business Administration, Finance Concentration (B.S.), Finance, General
Elaine Lutke's Summit Financial Resources, Inc. Experience August 2011 - June 2015
Job Compliance Administrator at Summit Financial Resources, Inc.
Industry Financial Services
Experience
Summit Financial Resources, Inc. August 2011 - June 2015
CREDIT SUISSE April 2002 - August 2011
Global Aerospace 1998 - 2002
Kemmerer Resources 1993 - 1995
Gruntal Municipal Securities 1989 - 1993
Skills
Compliance, Accounting, aviation, Business Process, Financial Analysis, Asset Management, Investments, Management, Hedge Funds, Risk Management, Customer Service, Equities, Private Equity, Alternative Investments, Investment Compliance
Education
Bay Path College 1977 — 1979
Associate of Science (A.S.), Business Administration and Management, General
Summit Financial Resources, Inc. August 2011 - June 2015
CREDIT SUISSE April 2002 - August 2011
Global Aerospace 1998 - 2002
Kemmerer Resources 1993 - 1995
Gruntal Municipal Securities 1989 - 1993
Skills
Compliance, Accounting, aviation, Business Process, Financial Analysis, Asset Management, Investments, Management, Hedge Funds, Risk Management, Customer Service, Equities, Private Equity, Alternative Investments, Investment Compliance
Education
Bay Path College 1977 — 1979
Associate of Science (A.S.), Business Administration and Management, General
John G Vincelli's Summit Financial Resources, Inc. Experience September 2013 - Present
Job Recruiter at Summit Financial Resources, Inc.
Industry Financial Services
Experience
Summit Financial Resources, Inc. September 2013 - Present
Decade Management Group January 2009 - August 2012
Skills
Sales, Sales Management, Customer Retention, Customer Service, Finance, Insurance, Recruiting, Golf Instruction
Education
Montclair State University
Bachelor of Business Administration (BBA)
Summit Financial Resources, Inc. September 2013 - Present
Decade Management Group January 2009 - August 2012
Skills
Sales, Sales Management, Customer Retention, Customer Service, Finance, Insurance, Recruiting, Golf Instruction
Education
Montclair State University
Bachelor of Business Administration (BBA)
Thomas C. Nolan's Summit Financial Resources, Inc. Experience March 2015 - July 2015
Job Supervisor at Sollecito Custom Homes, LLC
Industry Financial Services
Experience
Sollecito Custom Homes July 2015 - Present
Summit Financial Resources, Inc. March 2015 - July 2015
63 Sylvia, Corp. May 2013 - April 2015
Holmdel Pop Warner Football Association 2006 - 2013
PepsiCo May 2011 - August 2011
Skills
Microsoft Office, Leadership, Customer Satisfaction, Teamwork, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Marketing
Education
University of South Carolina-Columbia 2010 — 2014
Bachelors of Science, Business Administration - Finance
Holmdel High School 2006 — 2010
Diploma
Sollecito Custom Homes July 2015 - Present
Summit Financial Resources, Inc. March 2015 - July 2015
63 Sylvia, Corp. May 2013 - April 2015
Holmdel Pop Warner Football Association 2006 - 2013
PepsiCo May 2011 - August 2011
Skills
Microsoft Office, Leadership, Customer Satisfaction, Teamwork, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Marketing
Education
University of South Carolina-Columbia 2010 — 2014
Bachelors of Science, Business Administration - Finance
Holmdel High School 2006 — 2010
Diploma
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY