Summit Financial Services

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Summit Financial Services Employees

Employee
Years
Job
Industry
Bill McAndrew, Senior Vice President Bill McAndrew, Senior Vice President Scranton, Pennsylvania Area Details
Bill McAndrew, Senior Vice President's Summit Financial Services Experience January 1995 - January 1996
Job My highest priority is sustaining my clients’ trust and confidence in helping them obtain their financial objectives.
Industry Financial Services
Experience
Fidelity Asset Management Services   2000 - Present
Wachovia Securities, LLC  1998 - 2001
Bank of America  1996 - 1998
Summit Financial Services   January 1995 - January 1996
Liberty Financial  January 1990 - January 1995

Skills
Retirement Planning, Investments, Insurance, Investment Advisory, Asset Management, Asset Managment, Financial Services, Estate Planning, Finance, Financial Advisory, Portfolio Management, Securities

Education
PBA Advance School of Trust @ Bucknell University   1985 — 1987
Penna. Advance School Trust, Advanced studies in Retail Trust Services and investment management

College of Financial Planning (CFP)   1983 — 1987
CFP, Certified Financial Planner

PBA Advance School of Banking @ Bucknell University   1982 — 1984
Penna Advance School of Banking, Advance Studied in Commercial Bank management

Penn State University   1976 — 1980
BS- Finance, Finance & Economics

Chuck Hoch Chuck Hoch Allentown, Pennsylvania Area Details
Chuck Hoch's Summit Financial Services Experience June 1997 - December 2001
Job Subject Matter Expert, Epic ODBA
Industry Hospital & Health Care
Experience
Lehigh Valley Health Network  December 2001 - Present
Hoch Technologies   July 1999 - Present
summit financial services   June 1997 - December 2001

Skills
HIPAA, Healthcare Information..., Healthcare, Medicare, Healthcare Management, EMR, Software Documentation, Visio, Troubleshooting, Process Improvement, Disaster Recovery, Integration, EHR, Hospitals, Vendor Management, Leadership, Business Analysis

Education
Southern New Hampshire University   2014 — 2016
Master’s Degree, Information Systems Healthcare

Albright College   2011 — 2014
Bachelor's degree, Business Administration

Lehigh Carbon Community College   2004 — 2009
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies

John Holodinski John Holodinski Cleveland/Akron, Ohio Area Details
John Holodinski's Summit Financial Services Experience March 1999 - April 2001
Job Territory Sales Executive at PNC Investments
Industry Financial Services
Experience
PNC Investments  February 2012 - Present
PNC Investments  September 2010 - February 2012
PNC Investments  January 2004 - August 2010
Wachovia Securities Financial Network  June 2003 - January 2004
Fleet Boston Financial  April 2001 - December 2002
Summit Financial Services   March 1999 - April 2001
Summit Financial Services   January 1994 - March 1999

Education
Consumer Bankers Association - Executive Banking School   2013 — 2015

Kean University
BA

Roger Bigelow Roger Bigelow Albany, New York Area Details
Roger Bigelow's Summit Financial Services Experience December 1989 - August 1994
Job Proven Sales Leader
Industry Information Technology and Services
Experience
Focused Technologies  September 2012 - August 2013
Standard Register  January 2005 - March 2012
Standard Register  January 2004 - March 2012
Standard Register  August 1994 - March 2012
Summit Financial Services   December 1989 - August 1994
Lincoln Financial Group  December 1989 - December 1991
Berkshire Life  October 1987 - December 1989
Electrolux Floor Care & Small Appliances  May 1983 - September 1987

Skills
Patient Safety, Document Management, Labels, Document Automation, Healthcare, Consultative Selling, New Business Development, Contract Negotiations, Account Management, Prescriptions, Security, Government Contracts, Drug diversion..., Trade Show..., Fraud Prevention, Solution Selling, Value Selling, Customer Focus, Customer Acquisition, Customer Retention, Key Account Management, Channel Marketing, Workflow Solutions, Prescription, Data Collection, Elecronic Content..., Document Scanning, Records Management, Image Capture, Digital Image Processing, Information Management, Selling, Contract Negotiation, Managed Print Services, Cloud Computing, B2B Marketing, Healthcare Industry, Leadership, Sales Process, Scanners, Multi-channel Marketing, Direct Sales, Print On Demand, Government Procurement, CRM, Sales, Direct Marketing, Print Management, B2B, Direct Mail

Education
Boston College

Massachusetts College of Liberal Arts
Bachelor of Business Administration (BBA), Marketing/Computer Science

Johnnie Brown Johnnie Brown Lancaster, Ohio Details
Johnnie Brown's Summit Financial Services Experience January 2014 - June 2014
Job Analyst at Mondi Group
Industry Paper & Forest Products
Experience
Mondi Group  January 2015 - Present
Mondi Group  June 2014 - December 2014
Summit Financial Services   January 2014 - June 2014
UBS Wealth Management  May 2013 - October 2013
G.V. Electrical Services   June 2012 - August 2013

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Customer Service, Finance, Investment Management, Matlab, Teamwork, Strategic Planning, Statistics, Time Management, Analysis, Process Improvement, Public Speaking, Management, Economics

Education
The Ohio State University   2011 — 2014
Bachelor's Degree, Financial Mathematics, 3.20

Ohio Dominican University   2010 — 2011
Mathematics

Robert Pepperday Robert Pepperday Buffalo/Niagara, New York Area Details
Robert Pepperday's Summit Financial Services Experience March 2009 - October 2010
Job Channel Account Specialist II at Ingram Micro
Industry Financial Services
Experience
Ingram Micro  October 2014 - Present
Alliance Advisory Group, Inc.   August 2013 - September 2014
Massachusetts Mutual  December 2010 - August 2013
Summit Financial Services   March 2009 - October 2010
New England Financial  January 2008 - March 2009
National Securities Corporation  September 2007 - January 2008
New England Financial  July 2005 - August 2007

Skills
Retirement Planning, Investments, Series 7, Retirement, Fixed Annuities, Mutual Funds, Uniform Combined State..., Disability Insurance, 401k, Strategic Financial..., Long-term Care, Estate Planning, Life Insurance, Portfolio Management, Series 63, Insurance, Term Life Insurance, Series 6, Securities, IRAs, Health Insurance, Roth IRA, Life & Health Insurance..., ETFs, Variable Annuities, 401k Rollovers, Whole Life, Small Business, Wealth, Long Term Care Insurance, Financial Analysis, Pensions, Employee Benefits, Investment Advisory, Asset Allocation, Financial Planners, Financial Services, Finance, Personal Financial..., Investment Strategies, Sales, Wealth Accumulation, Wealth Management..., Banking, Wealth Management, Asset Management, Financial Advisory

Education
State University of New York College at Buffalo   2003 — 2007
Business Administration, Finance

St Josephs Collegiate High School   1999 — 2003

Grant Wasylik Grant Wasylik West Palm Beach, Florida Area Details
Grant Wasylik's Summit Financial Services Experience July 1998 - June 1999
Job Analyst at Agora Publishing
Industry Financial Services
Experience
Agora Publishing  October 2013 - Present
$1 Billion Private Wealth Manager   December 2010 - September 2013
$1 Billion Private Wealth Manager   October 2003 - November 2010
Dean Foods  October 2001 - September 2003
Charles Schwab  July 1999 - September 2001
Summit FInancial Services   July 1998 - June 1999

Skills
Investments, Mutual Funds, ETFs, Stocks, Financial Services, Financial Markets, Wealth Management, Equity Trading, Trading Strategies, Asset Allocation, Alternative Investments, Financial Analysis, Investment Advisory, Finance

Education
Juniata College   1992 — 1996
BA, Economics

William Allen   1988 — 1992
Diploma with Honors

Brittany Kenison Brittany Kenison Salem, Oregon Details
Brittany Kenison's Summit Financial Services Experience July 2005 - August 2006
Job Elections Data Analyst, Oregon Secretary of State
Industry Information Technology and Services
Experience
Oregon Secretary of State  December 2014 - Present
Oregon University System  September 2013 - Present
Oregon Secretary of State  April 2014 - November 2014
R & R Tree Service   December 2009 - December 2012
Nevada State Bank  June 2008 - December 2009
Bank of America  October 2006 - May 2008
Summit Financial Services   July 2005 - August 2006
Oregon State Legislature  January 2005 - June 2005

Skills
Microsoft Office, Outstanding..., Office Management, Business Process..., Microsoft Excel, PowerPoint, Microsoft SQL Server, Microsoft Publisher, Access Database, Visual C#, Networking, Team Leadership, Loan Origination, Internal Audit, Leadership, Access, Public Speaking, Research, Community Outreach

Education
Oregon Institute of Technology - Wilsonville   2012 — 2014
Bachelor of Applied Science (BASc), Business/Systems Analyst

Chemeketa Community College   2001 — 2003
Associate of Arts (A.A.), Business/Corporate Communications

Dawn Tobin Dawn Tobin Allentown, Pennsylvania Area Details
Dawn Tobin's Summit Financial Services Experience June 1998 - July 2001
Job Financial Planning Assistant
Industry Financial Services
Experience
Undisclosed  September 2010 - Present
Currently seeking situation   January 2009 - October 2010
Undisclosed  February 2006 - January 2009
National Penn Financial (Formerly KNBT Securities and Oakwood Financial)   January 2002 - February 2006
Summit Financial Services   June 1998 - July 2001
Nazareth National Bank (Currently National Penn Bank)   March 1994 - June 1998
Independence Resources   January 1990 - March 1994

Education
DeSales University   1991 — 1992
Accounting & Computer Science

Bucks County Community College   1990 — 1991
Accounting, Banking

Liberty High School

Ron Skopek Ron Skopek Greater Atlanta Area Details
Ron Skopek's Summit Financial Services Experience January 2008 - Present
Job Financial Advisor / Owner, Summit Financial Services
Industry Financial Services
Experience
Summit Financial Services   January 2008 - Present

Education
Southwest Texas State University
Bachelor of Business Administration (BBA)

Joan McFarlane-Carter,MBA Joan McFarlane-Carter,MBA Jacksonville, Florida Area Details
Joan McFarlane-Carter,MBA's Summit Financial Services Experience December 1995 - November 1996
Job Experienced Information Technology Professional
Industry Information Technology and Services
Experience
iMethods,LLC   July 2014 - December 2014
Black Knight Financial Services  March 2009 - January 2014
Bank of America  August 1997 - December 2004
Summit Financial Services   December 1995 - November 1996
ISP  September 1987 - March 1995
Eastside High School  1978 - 1981

Skills
Analysis, Business Analysis, Business Requirements, SDLC, COBOL, JCL, Software Development, Quality Assurance, Manual Testing, User Acceptance Testing, Software Implementation, Data Analysis, SQL, Agile Methodologies, Customer Service, Program Management, Project Management, Software Documentation, Business Continuity, Technical Presentations, Process Improvement, Leadership, Requirements Analysis

Education
University of North Florida   2008 — 2011
Master of Business Administration (M.B.A.), General Studies

New Jersey Institute of Technology
Bachelor's Degree, Computer Science