Summit Wealth Management Inc
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 "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."
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Summit Wealth Management Inc Employees
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
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
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
Summit Wealth Management Inc July 1997 - Present
Education
SUNY Fredonia 1978 — 1982
Bachelor of Science (B.S.), Economics
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
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
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
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
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
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
Summit Wealth Management Inc September 2010 - Present
Education
University of Central Florida 2006 — 2011
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