Summit Wealth Management Inc

Description

Address: 5401, 205 Billings Farm Rd # 2A, White River Junction, VT 05001 Hours: Closed ⋅ Opens 9AM Fri Thursday9AM–5PMFriday9AM–1PMSaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMWednesday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (802) 295-5300: Website: : : : Place name: Category: : : Website: https://summitwg.com/ Category: Financial Planner 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. 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 Wealth Group LLC Posting publicly on the Web Write a review Reviews Be the first to review From Summit Wealth Group LLC Unable to add this file. Please check that it is a valid photo. "Summit Wealth Group Creates Peace of Mind by Improving Our Clients Financial Well-Being and Lives through Sustainable Accumulation and Distribution Strategies that Inspire Them to Live Their Best Possible Life."

Summit Wealth Management Inc List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Summit Wealth Management Inc. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Summit Wealth Management Inc Salaries. You can even request information on how much does Summit Wealth Management Inc pay if you want to. Learn about salaries, pros and cons of working for Summit Wealth Management Inc directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

12 Summit Wealth Management Inc employees in database. Find out everything there's to know about Summit Wealth Management Inc employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Summit Wealth Management Inc Employees

Employee
Years
Job
Industry
Arturo Baravalle, MBA Arturo Baravalle, MBA Dallas, Texas Details
Arturo Baravalle, MBA's Summit Wealth Management Inc Experience August 2011 - December 2011
Job Senior Associate at ISN Software Corporation
Industry Information Technology and Services
Experience
ISN  June 2013 - August 2014
Florida State University MBA Association   May 2012 - May 2013
Summit Wealth Management Inc   August 2011 - December 2011
INTL Trading  January 2011 - May 2011
Golf Channel  May 2010 - July 2010

Skills
Supply Chain Management, Entrepreneurship, Business Strategy, Strategic Planning, Spanish, Emotional Intelligence, Time Management, Social Networking, Outstanding..., Event Management, Team Leadership, Public Speaking, Portuguese

Education
Florida State University   2012 — 2013
Master of Business Administration (MBA)

Rollins College   2009 — 2011
Bachelor of Arts (BA), International Business

Shanghai Jiao Tong University
Chinese Economics, Politics, and Language

Jeremy Dollar Jeremy Dollar Atlanta, Georgia Details
Jeremy Dollar's Summit Wealth Management Inc Experience February 2011 - May 2011
Job Financial Software Sales Consultant and Sales Cycle Accelerator
Industry Information Technology and Services
Experience
RelayHealth  September 2013 - Present
McKesson Provider Technologies  December 2011 - September 2013
Willamette Management Associates  August 2011 - December 2011
RelayHealth  May 2011 - August 2011
Summit Wealth Management Inc   February 2011 - May 2011

Skills
Business Analysis, Process Improvement, Financial Analysis, Return on Investment, Financial Modeling, Sales, Salesforce.com, Consulting, Change Management, Accounting, Analysis, Customer Service, Software Implementation, Healthcare Information..., Healthcare Consulting, Integration Testing, Corporate Finance, SAP, Excel, Word, Problem Solving, Healthcare Information..., Customer Relations, Forecasting, Budgeting, PowerPoint, Microsoft Office, Outlook, EHR, HIPAA, Project Management, Revenue Cycle, Training

Education
Georgia State University - J. Mack Robinson College of Business   2007 — 2011
Bachelor of Business Administration (BBA), Finance, General, 3.75

Georgia State University   2008 — 2011
Bachelor's degree, Philosophy, 3.8

Hillary Marcott Hillary Marcott Greater New York City Area Details
Hillary Marcott's Summit Wealth Management Inc Experience February 2011 - May 2011
Job Epic Revenue Cycle Manager at Brookdale University Hospital and Medical Center
Industry Hospital & Health Care
Experience
Brookdale University Hospital and Medical Center  January 2015 - Present
Brookdale University Hospital and Medical Center  June 2014 - Present
Epic  December 2011 - May 2013
Brynmar Enterprises, LLC.   June 2011 - November 2011
Summit Wealth Management Inc   February 2011 - May 2011
Key Investment Group  August 2010 - December 2010
Rollins College, Thomas P. Johnson Center   September 2009 - December 2010

Skills
Management, Project Management, Strategy, Epic Systems, Analysis, Data Analysis, Investments, PowerPoint, Financial Modeling, Leadership, Spanish, Microsoft Excel, Financial Analysis, Research, Social Media, Business Analysis, Market Research, Sales

Education
Don Quijote Language School
Spanish Language and Culture

Rollins College
Bachelor of Arts, International Business, Spanish

Luke Buehler Luke Buehler Jamestown, New York Area Details
Luke Buehler's Summit Wealth Management Inc Experience July 1997 - Present
Job Wealth Manager at Summit Wealth Management Inc Securities offered through First Allied Securities, Inc Member FINRA/SIPC
Industry Financial Services
Experience
Summit Wealth Management Inc   July 1997 - Present

Education
SUNY Fredonia   1978 — 1982
Bachelor of Science (B.S.), Economics

James Youn James Youn Orange County, California Area Details
James Youn's Summit Wealth Management Inc Experience June 2013 - September 2013
Job Samsung SDS
Industry Information Technology and Services
Experience
Samsung SDS  June 2015 - Present
Chapman University  September 2013 - May 2015
Summit Wealth Management Inc   June 2013 - September 2013

Skills
Microsoft Office, Social Media Marketing, Event Planning, Fundraising, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Teamwork, Customer Service, Logistics Management, Strategic Planning, Data Entry, Database Administration

Education
Chapman University   2012 — 2015
Bachelor of Science, Business Administration and Management, General

Chapman University   2012 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General

British School of Paris   2003 — 2006
Middle School Diploma

Clara (Murphy) Shephard Clara (Murphy) Shephard Fort Myers, Florida Details
Clara (Murphy) Shephard's Summit Wealth Management Inc Experience October 2009 - December 2010
Job CES/Operations Specialist at MD Solutions
Industry Financial Services
Experience
MD Solutions  February 2012 - Present
Summit Wealth Management Inc   October 2009 - December 2010
Valicenti Advisory Services   September 2007 - February 2009

Education
Mansfield University of Pennsylvania   2004 — 2007
Accounting

Brian Reichwein Brian Reichwein Dallas/Fort Worth Area Details
Brian Reichwein's Summit Wealth Management Inc Experience August 2010 - December 2010
Job Account Executive, Major Accounts at Gartner
Industry Information Technology and Services
Experience
Gartner  October 2012 - Present
Gartner  January 2014 - December 2014
Gartner  October 2012 - December 2013
Highwinds  October 2011 - October 2012
New York Life Insurance Company  December 2010 - September 2011
Summit Wealth Management Inc   August 2010 - December 2010
ChamberofCommerce.com  August 2009 - December 2009

Skills
New Business Development, Online Marketing, SEO, Marketing Strategy, Direct Sales, Content Delivery Network, Network Services, Colocation, IP Software, Cloud Based Storage, Online Advertising, Account Management, Business Development, Co-location, E-commerce, Sales, Marketing, Entrepreneurship, Digital Media, Management, Advertising, Social Media, Leadership, Web Analytics, SEM, Strategic Partnerships, Content Distribution..., Analytics, Salesforce.com, Lead Generation, CRM, Strategy, Strategic Planning

Education
Rollins College
Bachelors, Economics, Business Administration

Tara Antal Tara Antal Fort Lauderdale, Florida Details
Tara Antal's Summit Wealth Management Inc Experience August 2011 - December 2011
Job Senior Financial Analyst at TCA Global Fund Management Group
Industry Financial Services
Experience
TCA Global Fund Management Group  May 2012 - Present
University of Central Florida  August 2010 - May 2012
Summit Wealth Management Inc   August 2011 - December 2011
Parkland International Realty Inc.  August 2010 - May 2011
Sherb & Co., LLP   June 2009 - August 2009
Ivision International   May 2007 - July 2007

Skills
Word, Excel, Customer Service, Financial Analysis, Microsoft Office, Microsoft Word, Budgets, Finance, Financial Modeling, Accounting, PowerPoint, Microsoft Excel, Management, Training, Analysis, Accounts Payable

Education
University of Central Florida - College of Business Administration   2010 — 2012
Masters of Business Administration

University of Central Florida   2006 — 2010
Bachelor of Science, Finance

Winifred Davenport Winifred Davenport Orlando, Florida Area Details
Winifred Davenport's Summit Wealth Management Inc Experience December 2005 - October 2012
Job Financial Services Professional
Industry Investment Management
Experience
Summit Wealth Management Inc   December 2005 - October 2012

Skills
Investor Relations, Financial Analysis, Strategic Planning, Portfolio Management, Investments

Education
Peirce College   2003 — 2007

Disney Institute

Jon Courtney Jon Courtney Greater Los Angeles Area Details
Jon Courtney's Summit Wealth Management Inc Experience August 2008 - September 2012
Job Financial Planner at Alexandria Capital
Industry Investment Management
Experience
Alexandria Capital, LLC  October 2012 - Present
Summit Wealth Management Inc   August 2008 - September 2012
The Glowacki Group   April 2007 - August 2008
Banc of America Investments  May 2006 - February 2007
Bank of America  July 1999 - May 2006

Skills
Investment Advisory, Retirement Planning, Wealth Management, Wealth Management..., Asset Allocation, Investments, Strategic Financial..., Portfolio Management, Mutual Funds, Investment Strategies, Certified Financial..., Personal Financial..., Investment Management, Holistic Financial..., High Net Worth..., Retirement, Series 7, IRAs, Wealth Preservation..., Variable Annuities, Saving for Education

Education
California Lutheran University   2004 — 2006
MBA, Financial Planning

University of Southern California   2001 — 2004
BA, Economics

Moorpark Highschool   1996 — 1999

Christhian Herrera Christhian Herrera Orlando, Florida Area Details
Christhian Herrera's Summit Wealth Management Inc Experience September 2010 - Present
Job Marketing Intern at Summit Wealth Management Inc
Industry Management Consulting
Experience
Summit Wealth Management Inc   September 2010 - Present

Education
University of Central Florida   2006 — 2011

Lukasz Kupiec Lukasz Kupiec Addison, Illinois Details
Lukasz Kupiec's Summit Wealth Management Inc Experience April 2007 - January 2009
Job Student at DeVry UniversityIllinois
Industry Electrical/Electronic Manufacturing
Experience
JKC Trucking   March 2011 - December 2011
Summit Wealth Management Inc   April 2007 - January 2009

Skills
Electronics, Electrical Engineering

Education
DeVry University-Illinois   2012 — 2015
Electrical and Electronics Engineering