Summit Wealth Management

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Summit Wealth Management Employees

Employee
Years
Job
Industry
Lesley Tomosada Lesley Tomosada Orange County, California Area Details
Lesley Tomosada's Summit Wealth Management Experience August 2014 - December 2014
Job Intern at Summit Wealth Management
Industry Financial Services
Experience
Summit Wealth Management   August 2014 - December 2014

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Social Media, English, Time Management, Windows

Education
University of California, Irvine   2011 — 2015
Bachelor's degree, Business/Managerial Economics

Homestead High School   2007 — 2011

Shelby Dittmar Shelby Dittmar Edwardsville, Illinois Details
Shelby Dittmar's Summit Wealth Management Experience July 2013 - July 2013
Job Portfolio Data Analyst at Matter Family Office
Industry Financial Services
Experience
Matter Family Office  June 2014 - Present
Matter Family Office  June 2014 - Present
Private Group Holdings, LLC.   December 2013 - April 2014
Mike Shannon's Grill   February 2013 - March 2014
Summit Wealth Management   July 2013 - July 2013
Buffalo Wild Wings  May 2012 - May 2013
YMCA  August 2009 - August 2012

Skills
Research, Time Management, Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, PowerPoint, Customer Service, Social Media, Public Speaking, English, Windows

Education
Southern Illinois University, Edwardsville   2011 — 2014
Bachelor of Science (B.S.), Business Economics & Finance

Saint Louis University   2010 — 2011

Benjamin Weinstock Benjamin Weinstock Miami/Fort Lauderdale Area Details
Benjamin Weinstock's Summit Wealth Management Experience May 2011 - July 2011
Job Equity Trader at Trillium Management
Industry Financial Services
Experience
Trillium Management   August 2014 - Present
Pershing, a BNY Mellon company  July 2012 - June 2014
FX Renew   August 2011 - May 2012
Capstone Forex   August 2011 - May 2012
Young Investors Club @ UCF   August 2010 - April 2012
LEAD Scholars Program   April 2010 - August 2011
Summit Wealth Management   May 2011 - July 2011
Marcus & Millichap  January 2011 - May 2011

Skills
Investments, Equities, Trading, FX, Economics, Equity Research

Education
University of Central Florida   2008 — 2012
Bachelors, Finance

Michael F. Beck Michael F. Beck Des Moines, Iowa Area Details
Michael F. Beck's Summit Wealth Management Experience May 2011 - March 2012
Job Experienced International Project Manager
Industry Information Technology and Services
Experience
Robert Half Management Resources  October 2015 - Present
The JMB Racing Team   September 2010 - Present
Mechdyne Corporation  September 2013 - October 2015
Northwestern Mutual Financial Network  February 2012 - September 2013
Summit Wealth Management   May 2011 - March 2012
Principal Global Investors  May 2010 - December 2010
Northwestern Mutual Financial Network  January 2009 - October 2009
Ground Zero Music   January 2005 - August 2009

Skills
Management, Team Leadership, Accounting, Entrepreneurship, Budgets, Account Management, IRAs, Facebook, Team Building, Long Term Care Insurance, Strategic Planning, Consulting, Market Research, Small Business, Training, Business Planning, Analysis, Recruiting, New Business Development, Social Media, Forecasting, Leadership Development, Business Development, Event Planning, Teamwork, Operations Management, Contract Negotiation, Fundraising, Marketing Strategy

Education
University of Iowa   2008 — 2011
BBA, Finance

Indianola High School   2005 — 2008

Shane Conway Shane Conway Greater Denver Area Details
Shane Conway's Summit Wealth Management Experience January 2015 - Present
Job Client Service Manager at Summit Wealth Management
Industry Financial Services
Experience
Summit Wealth Management   January 2015 - Present
Terminix  May 2013 - March 2014
Full Circle Financial   September 2008 - April 2013
Enterprise Rent-A-Car  June 2007 - September 2008

Skills
Sales, Sales Management, Sales Operations, Customer Service, Financial Reporting, Financial Analysis, Financial Modeling, Strategic Financial..., Financial Services, Business Analysis, New Business Development, Bartending, Management, Microsoft Office, Sales Presentations, Account Management, CRM, Customer Satisfaction, Time Management, Business Development, Financial Planning

Education
Florida State University   2002 — 2006
Bachelor of Science (BS), Finance, General

Pine Forest High School   1998 — 2002

David Goodless David Goodless Sarasota, Florida Details
David Goodless's Summit Wealth Management Experience January 2012 - March 2012
Job Global Financial Private Capital
Industry
Experience
Robotti and Company   May 2012 - August 2012
Summit Wealth Management   January 2012 - March 2012
Sigma Pi Fraternity  2011 - 2012
GrayGlass Company   June 2011 - July 2011

Skills
Microsoft Excel, Leadership, Teamwork, Sales, PowerPoint, Financial Analysis, Series 65

Education
University of Central Florida   2009 — 2013
Bachelor of Science (BS), Finance, General

Jordan Kahn Jordan Kahn Beverly Hills, California Details
Jordan Kahn's Summit Wealth Management Experience 2001 - 2007
Job President & CIO of KAM Advisors
Industry Investment Management
Experience
KAM Advisors   January 2010 - Present
Beverly Investment Advisors   2007 - 2010
Summit Wealth Management   2001 - 2007

Skills
Wealth Management, Investment Management, Retirement Planning, Strategic Financial..., Risk Management, Asset Allocation, Alternative Investments, Investment Strategies, Investment Advisory, Asset Managment, Hedge Funds, Portfolio Management, Investments, ETFs, Fixed Income, Asset Management

Education
University of Colorado at Boulder   1989 — 1993
BA, Econ & Finance

Illinois Institute of Technology
Masters, Financials Markets and Trading

Shaker

Tony Rose , CFP® Tony Rose , CFP® Greater Nashville Area Details
Tony Rose , CFP®'s Summit Wealth Management Experience August 2005 - April 2006
Job Financial Advisor at Wiley Bros. Aintree Capital
Industry Investment Management
Experience
Wiley Brothers Aintree Capital   January 2010 - Present
Regions Financial Corporation  April 2006 - June 2008
Summit Wealth Management   August 2005 - April 2006

Education
University of Alabama   2001 — 2004
BS, Financial Planning

Glenn Allton Glenn Allton Orange County, California Area Details
Glenn Allton's Summit Wealth Management Experience February 2014 - Present
Job Financial Broker at Summit Wealth Management
Industry Financial Services
Experience
Summit Wealth Management   February 2014 - Present
Newport Coast Securities, Inc   April 2010 - December 2012
First Command Financial Planning  July 2007 - April 2010

Skills
Retirement, Series 7, Series 63, Strategic Financial..., Retirement Planning, Series 65, Series 6, Unique Financial..., Fixed Annuities, Financial Planning, Asset Allocation, Investment Advisory

Education
United States Air Force Academy   1979 — 1983
B.S., Aerospace Sciences

Glenn R. Allton   1978 — 1983
Aerospace, Aeronautical and Astronautical Engineering

Cathy Nowalk Cathy Nowalk Greater Denver Area Details
Cathy Nowalk's Summit Wealth Management Experience March 2012 - September 2014
Job Experienced Office Manager, Registered Paraplanner
Industry Investment Management
Experience
Larimer Capital Corporation   December 2014 - Present
Summit Wealth Management   March 2012 - September 2014
Steinberg, Grimm & Associates, A private wealth advisory practice of Ameriprise Financial   August 2006 - March 2012
Wahl Dental Group  October 2002 - September 2006

Skills
• Series 7, Series 66, Colorado Life/Accident...

Education
Napa Valley College
Foods, Nutrition, and Wellness Studies, General

Saranne Vanina Saranne Vanina Greater Denver Area Details
Saranne Vanina's Summit Wealth Management Experience 2012 - Present
Job Client Service SpeciaIst at Summit Wealth Management
Industry Financial Services
Experience
Summit Wealth Management   2012 - Present
Bel Air Investment Advisors  1998 - 2005
Bel Air Investment Advisors  1998 - 2005
Financial Managemt Advisors   1989 - 1997
Financial Managemt Advisors   1989 - 1997
Financial Managemt Advisors   1989 - 1997

Education
California State University-Northridge
B.A., Liberal Studies

Giovanni Todesco Giovanni Todesco Orange County, California Area Details
Giovanni Todesco's Summit Wealth Management Experience July 2013 - September 2014
Job Wealth Advisor at TCFG Wealth Management
Industry Financial Services
Experience
TCFG Wealth Management   February 2015 - Present
Palomar Financial Services, LLC   October 2014 - February 2015
Summit Wealth Management   July 2013 - September 2014
Experience Unlimited  April 2013 - July 2013
J.D. Mellberg Financial   June 2012 - May 2013
Wells Fargo Advisors  September 2004 - October 2011

Skills
Retirement Planning, Series 7, Investments, Life Insurance, Mutual Funds, Estate Planning, Series 63, Financial Services, Wealth Management, Finance, Securities, Insurance, Strategic Financial..., Portfolio Management, Financial Advisory, Investment Advisory, Microsoft Excel, Banking, Investment Strategies, Retirement, Life & Health Insurance..., Asset Allocation, Financial Analysis, Relationship Management, Microsoft Word, Risk Management, Alternative Investments, PowerPoint, Financial Modeling, Uniform Combined State..., Employee Benefits, Word, Excel, Series 66, Series 65, Financial Planning, Cash Management, Small Business, Fixed Income, Asset Management

Education
Cal State Fullerton   2000 — 2004
Bachelor of Arts (B.A.), Business Administration, Finance

LHHS

Kristin Hofgren Kristin Hofgren Jamestown, New York Details
Kristin Hofgren's Summit Wealth Management Experience April 2012 - Present
Job Executive Assistant: Service Coordinator for Financial Plans, Life Insurance and Retirement Plans
Industry Financial Services
Experience
Summit Wealth Management   April 2012 - Present
WCA Hospital  January 2000 - April 2012

Education
Jamestown Business College   1998 — 2000
Associate of Arts and Sciences (AAS), Medical Office Management/Administration