Summit Financial Solutions
Description
Address: 216 E 45th St, New York, NY 10017 Phone: (212) 913-0510Place name: Category: Website: : : : : : Hours: : Website: http://www.summitfinancialprinting.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Summit Financial Printing, LLC Posting publicly on the Web Write a review Reviews 2 Google reviews
Summit Financial Solutions List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Summit Financial Solutions. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Summit Financial Solutions Employees
Employee
Years
Job
Industry
David Stoker David Stoker's Summit Financial Solutions Experience May 1994 - August 2006
Job President at Stoker Accounting Services
Industry Accounting
Experience
Stoker Accounting Services January 2013 - Present
Currie & Stoker Accounting Services October 2006 - December 2012
Summit Financial Solutions May 1994 - August 2006
Skills
Accounting, Tax, Strategic Planning, Tax Preparation, QuickBooks, Budgets, Customer Service, New Business Development, Risk Management, Payroll, Marketing Strategy, Account Management, Project Management, Business Planning, Management, Marketing, Forecasting
Education
Kennesaw State University 1991 — 1993
Accounting
Lipscomb University 1980 — 1984
Management, Economics
Stoker Accounting Services January 2013 - Present
Currie & Stoker Accounting Services October 2006 - December 2012
Summit Financial Solutions May 1994 - August 2006
Skills
Accounting, Tax, Strategic Planning, Tax Preparation, QuickBooks, Budgets, Customer Service, New Business Development, Risk Management, Payroll, Marketing Strategy, Account Management, Project Management, Business Planning, Management, Marketing, Forecasting
Education
Kennesaw State University 1991 — 1993
Accounting
Lipscomb University 1980 — 1984
Management, Economics
Chad Kartchner Chad Kartchner's Summit Financial Solutions Experience April 2002 - December 2008
Job We help athletes get college scholarships. Our college coaches guide college prospects. Athletic Quest since 2006.
Industry Sports
Experience
Athletic Quest Recruiting July 2009 - Present
Onset Financial January 2009 - July 2009
Summit Financial Solutions April 2002 - December 2008
Liberty Mutual Mortgage Corp January 2000 - January 2002
Household Finance Corp January 1998 - January 2000
the Church of Jesus Christ of Latter Day Saints July 1990 - July 1992
Skills
Speak Italian, Sales, Sales Management, Coaching, Sports, Real Estate, Teaching, Hiring, Recruiting, Public Speaking, Training, Contract Negotiation, Management, Customer Service, Time Management
Education
Charleston Southern University 1994 — 1996
Bachelor of Technology, Sports Medicine
Salt Lake Community College 1989 — 1994
Associate of Science Degree
Athletic Quest Recruiting July 2009 - Present
Onset Financial January 2009 - July 2009
Summit Financial Solutions April 2002 - December 2008
Liberty Mutual Mortgage Corp January 2000 - January 2002
Household Finance Corp January 1998 - January 2000
the Church of Jesus Christ of Latter Day Saints July 1990 - July 1992
Skills
Speak Italian, Sales, Sales Management, Coaching, Sports, Real Estate, Teaching, Hiring, Recruiting, Public Speaking, Training, Contract Negotiation, Management, Customer Service, Time Management
Education
Charleston Southern University 1994 — 1996
Bachelor of Technology, Sports Medicine
Salt Lake Community College 1989 — 1994
Associate of Science Degree
Julie Kimball Julie Kimball's Summit Financial Solutions Experience January 2003 - Present
Job President at Summit Financial Solutions
Industry Accounting
Experience
Southern Polytechnic State University Foundation September 2003 - Present
Summit Financial Solutions January 2003 - Present
North Georgia Referral Network 2008 - 2012
Kimball and Pence Investments January 1998 - January 2003
Skills
Time Management, Estate Planning, Accounting, Financial Planners, Tax, Payroll, Strategic Financial..., Certified Financial..., Tax Accounting, Retirement Planning, Retirement, Credit, Life Insurance, Microsoft Word, Financial Analysis, CPA, Tax Preparation, Business Planning, 401k, Personal Financial..., Financial Advisory, Financial Planning, Investments
Education
University of Texas at Tyler 1986 — 1991
MBA, Finance
University of Louisiana at Monroe 1973 — 1976
BA, Sociology
Southern Polytechnic State University Foundation September 2003 - Present
Summit Financial Solutions January 2003 - Present
North Georgia Referral Network 2008 - 2012
Kimball and Pence Investments January 1998 - January 2003
Skills
Time Management, Estate Planning, Accounting, Financial Planners, Tax, Payroll, Strategic Financial..., Certified Financial..., Tax Accounting, Retirement Planning, Retirement, Credit, Life Insurance, Microsoft Word, Financial Analysis, CPA, Tax Preparation, Business Planning, 401k, Personal Financial..., Financial Advisory, Financial Planning, Investments
Education
University of Texas at Tyler 1986 — 1991
MBA, Finance
University of Louisiana at Monroe 1973 — 1976
BA, Sociology
Trent Andra Trent Andra's Summit Financial Solutions Experience February 2002 - July 2004
Job Real Estate Agent at Lyon Real Estate
Industry Real Estate
Experience
Lyon Real Estate June 2004 - Present
Summit Financial Solutions February 2002 - July 2004
Alert Cellular April 1999 - February 2002
Skills
Short Sales, First Time Home Buyers, REO, Sellers, Foreclosures, Investment Properties, Investors, Listings, Single Family Homes, Relocation, Buyer Representation, Real Estate, New Home Sales, Condos, Referrals, Move Up Buyers, Residential Homes, SFR, Luxury, 1031 Exchanges, Real Estate Transactions
Education
Brigham Young University 1994 — 1999
Bachelor of Science (B.S.), Business/ Marketing
Lyon Real Estate June 2004 - Present
Summit Financial Solutions February 2002 - July 2004
Alert Cellular April 1999 - February 2002
Skills
Short Sales, First Time Home Buyers, REO, Sellers, Foreclosures, Investment Properties, Investors, Listings, Single Family Homes, Relocation, Buyer Representation, Real Estate, New Home Sales, Condos, Referrals, Move Up Buyers, Residential Homes, SFR, Luxury, 1031 Exchanges, Real Estate Transactions
Education
Brigham Young University 1994 — 1999
Bachelor of Science (B.S.), Business/ Marketing
Dianne Farrior Dianne Farrior's Summit Financial Solutions Experience November 2011 - Present
Job Tax Director, Summit Financial Solutions
Industry Accounting
Experience
Summit Financial Solutions November 2011 - Present
LS TAX AND FINANCIAL SERVICES January 1989 - November 2011
Bureau of Labor Statistics May 1980 - September 2002
Skills
Economics, Economic Development, Strategic Financial..., Research, Microsoft Excel, Tax Preparation, Policy Analysis, Financial Analysis, Corporate Tax, Government, Public Policy, Accounting, Data Analysis, Tax, Analysis, Budgets, Income Tax, Sales Tax, QuickBooks, Payroll Taxes, General Ledger, Estate Planning, Tax Law, Tax Returns, Business Planning, Financial Reporting, Nonprofits, Finance
Education
Auburn University 1970 — 1972
BS, Mathematics
Troy University 1969 — 1970
Summit Financial Solutions November 2011 - Present
LS TAX AND FINANCIAL SERVICES January 1989 - November 2011
Bureau of Labor Statistics May 1980 - September 2002
Skills
Economics, Economic Development, Strategic Financial..., Research, Microsoft Excel, Tax Preparation, Policy Analysis, Financial Analysis, Corporate Tax, Government, Public Policy, Accounting, Data Analysis, Tax, Analysis, Budgets, Income Tax, Sales Tax, QuickBooks, Payroll Taxes, General Ledger, Estate Planning, Tax Law, Tax Returns, Business Planning, Financial Reporting, Nonprofits, Finance
Education
Auburn University 1970 — 1972
BS, Mathematics
Troy University 1969 — 1970
Kevin Huston, EA, USTCP, MBA, ChFC, CLU's Summit Financial Solutions Experience 1988 - 2003
Job Admitted to practice United States Tax Court
Industry Accounting
Experience
United States Tax Court Practitioner 2013 - Present
Independent Tax Instructor 2007 - Present
Blue Ridge Tax Advisors Inc 2003 - Present
HD Vest 1993 - Present
North Carolina Society of Enrolled Agents 2009 - 2013
NATP 1998 - 2007
Summit Financial Solutions 1988 - 2003
Marcoin Business Services 1987 - 1988
Skills
Tax Preparation, Income Tax, Tax, Small Business, Tax Returns, Corporate Tax, Engaging Public Speaker, Continuing Education, Tax Problem Resolution, Tax Court Representation, Financial Planners, Estate Planning, Finance, Financial Advisory, Retirement Planning, Trusts, Tax Accounting, Retirement
Education
The American College 2001 — 2002
CLU, Insurance
The American College 1999 — 2002
ChFC, Financial Planning and Services
National Tax Practice Institute 1993 — 1996
Graduate Fellow, Taxpayer Representation
Washington Institute for Graduate Studies 1992 — 1995
Graduate study in Taxation
Georgia State University - J. Mack Robinson College of Business 1985 — 1987
Master of Business Administration (MBA), International Business
Oakland University 1979 — 1983
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
University of Alabama 1981 — 1982
Business Administration and Management, General
United States Tax Court Practitioner 2013 - Present
Independent Tax Instructor 2007 - Present
Blue Ridge Tax Advisors Inc 2003 - Present
HD Vest 1993 - Present
North Carolina Society of Enrolled Agents 2009 - 2013
NATP 1998 - 2007
Summit Financial Solutions 1988 - 2003
Marcoin Business Services 1987 - 1988
Skills
Tax Preparation, Income Tax, Tax, Small Business, Tax Returns, Corporate Tax, Engaging Public Speaker, Continuing Education, Tax Problem Resolution, Tax Court Representation, Financial Planners, Estate Planning, Finance, Financial Advisory, Retirement Planning, Trusts, Tax Accounting, Retirement
Education
The American College 2001 — 2002
CLU, Insurance
The American College 1999 — 2002
ChFC, Financial Planning and Services
National Tax Practice Institute 1993 — 1996
Graduate Fellow, Taxpayer Representation
Washington Institute for Graduate Studies 1992 — 1995
Graduate study in Taxation
Georgia State University - J. Mack Robinson College of Business 1985 — 1987
Master of Business Administration (MBA), International Business
Oakland University 1979 — 1983
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
University of Alabama 1981 — 1982
Business Administration and Management, General
Lisa White's Summit Financial Solutions Experience December 2011 - February 2014
Job Interior Designer
Industry Design
Experience
Pulte Group, Inc. February 2014 - Present
Summit Financial Solutions December 2011 - February 2014
Property Masters July 2009 - December 2011
Design Environments June 2004 - July 2008
Skills
Interior Design, Residential, Customer Relations, Scheduling, Budgeting, Customer Service, Sales Tax, Process Scheduler, Residential Homes, Public Relations, Budgets, Office Management, QuickBooks, Interior Architecture, Strategic Planning, Management, Contract Negotiation, Real Estate
Education
The University of Georgia 2001 — 2004
Family and Consumer Sciences, Furnishings and Interiors
Pulte Group, Inc. February 2014 - Present
Summit Financial Solutions December 2011 - February 2014
Property Masters July 2009 - December 2011
Design Environments June 2004 - July 2008
Skills
Interior Design, Residential, Customer Relations, Scheduling, Budgeting, Customer Service, Sales Tax, Process Scheduler, Residential Homes, Public Relations, Budgets, Office Management, QuickBooks, Interior Architecture, Strategic Planning, Management, Contract Negotiation, Real Estate
Education
The University of Georgia 2001 — 2004
Family and Consumer Sciences, Furnishings and Interiors
Jennifer Moench Kartchner's Summit Financial Solutions Experience April 2002 - October 2005
Job Sales & Owner at Moench Printing and Mailing
Industry Printing
Experience
Moench Printing and Mailing April 1989 - Present
Summit Financial Solutions April 2002 - October 2005
Marriott Hotel North Charleston, SC August 1994 - October 1998
Skills
Brochures, Flyers, Postcards, Envelopes, Letterhead, Carbonless Forms, Business Cards, Rack Cards, Newsletters, Bulk Mailing, Coupons, Direct Mail, Notecards, Calendars, Posters, Christmas cards, Presentation Folders, Booklets, Labels, Company Newsletters, Vinyl Banners, Digital Printing, advertising, Training Manuals, Weddings, Die Cutting, A-frames, Small Business, Catalogs, Greeting Cards, Graphic Design, Sales, Notepads, Worksheets, New Business Development
Education
Southern Utah University 1992 — 1994
Moench Printing and Mailing April 1989 - Present
Summit Financial Solutions April 2002 - October 2005
Marriott Hotel North Charleston, SC August 1994 - October 1998
Skills
Brochures, Flyers, Postcards, Envelopes, Letterhead, Carbonless Forms, Business Cards, Rack Cards, Newsletters, Bulk Mailing, Coupons, Direct Mail, Notecards, Calendars, Posters, Christmas cards, Presentation Folders, Booklets, Labels, Company Newsletters, Vinyl Banners, Digital Printing, advertising, Training Manuals, Weddings, Die Cutting, A-frames, Small Business, Catalogs, Greeting Cards, Graphic Design, Sales, Notepads, Worksheets, New Business Development
Education
Southern Utah University 1992 — 1994
William Gilpin's Summit Financial Solutions Experience May 2006 - February 2010
Job Information Technology Specialist at New Horizons Community Support Services
Industry Computer Hardware
Experience
New Horizons Community Support Services August 2013 - Present
Burrell Behavioral Health November 2012 - August 2013
ComputerPlus Sales & Service Inc. January 2011 - August 2012
OMD May 2010 - August 2010
Summit Financial Solutions May 2006 - February 2010
State Farm Insurance August 2004 - May 2006
Skills
Servers, Troubleshooting, Computer Hardware, Technical Support, Windows 7, Active Directory, XP, Windows Server, Customer Service, Networking, Help Desk Support, Customer Support, Microsoft Exchange, Windows, Printers, VMware, Citrix, Software Documentation, Network Administration, Windows XP
Education
Linn State Technical College 2001 — 2003
Associate of Applied Science, Networking Systems Technology
Wright City High School Wright 1996 — 2000
High School Diploma
New Horizons Community Support Services August 2013 - Present
Burrell Behavioral Health November 2012 - August 2013
ComputerPlus Sales & Service Inc. January 2011 - August 2012
OMD May 2010 - August 2010
Summit Financial Solutions May 2006 - February 2010
State Farm Insurance August 2004 - May 2006
Skills
Servers, Troubleshooting, Computer Hardware, Technical Support, Windows 7, Active Directory, XP, Windows Server, Customer Service, Networking, Help Desk Support, Customer Support, Microsoft Exchange, Windows, Printers, VMware, Citrix, Software Documentation, Network Administration, Windows XP
Education
Linn State Technical College 2001 — 2003
Associate of Applied Science, Networking Systems Technology
Wright City High School Wright 1996 — 2000
High School Diploma
Jerwayne Ellis's Summit Financial Solutions Experience September 2004 - Present
Job Product Quality Manager at Summit Financial Solutions
Industry Computer Software
Experience
Summit Financial Solutions September 2004 - Present
Computer Services, Inc. 2004 - Present
Skills
Agile Methodologies, Product Launch, Mobile Devices, Project Management, Business Analysis, Product Development, Cloud Computing, Cross-functional Team..., Vendor Management, Product Management
Education
University of Missouri-Columbia 1999 — 2004
Bachelor of Science, Business Management
Summit Financial Solutions September 2004 - Present
Computer Services, Inc. 2004 - Present
Skills
Agile Methodologies, Product Launch, Mobile Devices, Project Management, Business Analysis, Product Development, Cloud Computing, Cross-functional Team..., Vendor Management, Product Management
Education
University of Missouri-Columbia 1999 — 2004
Bachelor of Science, Business Management