Summit Wealth Partners, Inc.
Industry: Company
DescriptionSubsidiary: Summit Wealth Partners, Inc., Asset Management Arm
Summit Wealth Partners, 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 Partners, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Summit Wealth Partners, Inc. Salaries. You can even request information on how much does Summit Wealth Partners, Inc. pay if you want to. Learn about salaries, pros and cons of working for Summit Wealth Partners, 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!
11 Summit Wealth Partners, Inc. employees in database. Find out everything there's to know about Summit Wealth Partners, 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 Partners, Inc. Employees
Employee
Years
Job
Industry
Donna Goyette Donna Goyette's Summit Wealth Partners, Inc. Experience March 2011 - July 2013
Job Project Coordinator at Automated Shading & Lighting Control
Industry Consumer Services
Experience
Automated Shading & Lighting Control September 2013 - Present
Summit Wealth Partners, Inc. March 2011 - July 2013
UBS Financia April 2007 - February 2011
Jefferies & Company October 1995 - June 2004
Skills
Portfolio Management, Investments, Customer Service
Education
Keene State College 1985 — 1990
Bachelor's degree
Pelham High School
Automated Shading & Lighting Control September 2013 - Present
Summit Wealth Partners, Inc. March 2011 - July 2013
UBS Financia April 2007 - February 2011
Jefferies & Company October 1995 - June 2004
Skills
Portfolio Management, Investments, Customer Service
Education
Keene State College 1985 — 1990
Bachelor's degree
Pelham High School
Juan Castano Juan Castano's Summit Wealth Partners, Inc. Experience May 2011 - August 2011
Job iShares Institutional Product Strategy & Consulting Analyst at BlackRock
Industry Financial Services
Experience
BlackRock April 2015 - Present
BlackRock August 2014 - April 2015
Auburn University Raymond J. Harbert College of Business August 2012 - July 2014
BlackRock June 2013 - August 2013
Raymond J. Harbert College of Business Executive Society 2010 - 2013
Auburn University Investment Club 2009 - 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Summit Wealth Partners, Inc. May 2011 - August 2011
Delta Tau Delta Fraternity 2010 - 2011
Skills
International..., Trilingual (English,..., Microsoft Office, Spanish, Financial Analysis, Portfolio Management, Fundraising, Investments, Team Leadership, Analysis, PowerPoint, Microsoft Word, Leadership, Strategy, Management, Training, Marketing, Capital Markets, Research, Sales
Education
Auburn University, Raymond J. Harbert College of Business
Bachelor of Science in Business Administration, Finance, Senior
International Baccalaureate
Winter Park High School
High School Diploma and International Baccalaureate Diploma
BlackRock April 2015 - Present
BlackRock August 2014 - April 2015
Auburn University Raymond J. Harbert College of Business August 2012 - July 2014
BlackRock June 2013 - August 2013
Raymond J. Harbert College of Business Executive Society 2010 - 2013
Auburn University Investment Club 2009 - 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Summit Wealth Partners, Inc. May 2011 - August 2011
Delta Tau Delta Fraternity 2010 - 2011
Skills
International..., Trilingual (English,..., Microsoft Office, Spanish, Financial Analysis, Portfolio Management, Fundraising, Investments, Team Leadership, Analysis, PowerPoint, Microsoft Word, Leadership, Strategy, Management, Training, Marketing, Capital Markets, Research, Sales
Education
Auburn University, Raymond J. Harbert College of Business
Bachelor of Science in Business Administration, Finance, Senior
International Baccalaureate
Winter Park High School
High School Diploma and International Baccalaureate Diploma
Andrew Hambleton's Summit Wealth Partners, Inc. Experience May 2014 - July 2014
Job Previously Summer Intern at J.P. Morgan Securities
Industry Investment Management
Experience
Summit Wealth Partners, Inc. May 2014 - July 2014
NewGate Capital Partners, LLC January 2014 - May 2014
J.P. Morgan May 2013 - August 2013
Phi Delta Theta August 2012 - May 2013
Rollins College August 2011 - May 2013
Phi Delta Theta August 2011 - August 2012
VennWell LLC May 2011 - August 2011
Skills
Financial Modeling, Microsoft Excel, Equities, Strategic Financial..., Microsoft Office, Microsoft Word, Financial Analysis, Finance, Business Strategy, Teamwork, Asset Managment, Fundraising, Event Planning, Investments, Social Media, Strategic Planning, Recruiting, Marketing, Data Analysis, Market Research
Education
Rollins College 2010 — 2014
Bachelor of Arts (B.A.), Economics, International Business
London School of Economics and Political Science 2012 — 2012
Financial Markets
Lake Forest Academy 2006 — 2010
Summit Wealth Partners, Inc. May 2014 - July 2014
NewGate Capital Partners, LLC January 2014 - May 2014
J.P. Morgan May 2013 - August 2013
Phi Delta Theta August 2012 - May 2013
Rollins College August 2011 - May 2013
Phi Delta Theta August 2011 - August 2012
VennWell LLC May 2011 - August 2011
Skills
Financial Modeling, Microsoft Excel, Equities, Strategic Financial..., Microsoft Office, Microsoft Word, Financial Analysis, Finance, Business Strategy, Teamwork, Asset Managment, Fundraising, Event Planning, Investments, Social Media, Strategic Planning, Recruiting, Marketing, Data Analysis, Market Research
Education
Rollins College 2010 — 2014
Bachelor of Arts (B.A.), Economics, International Business
London School of Economics and Political Science 2012 — 2012
Financial Markets
Lake Forest Academy 2006 — 2010
William Doherty William Doherty's Summit Wealth Partners, Inc. Experience January 2013 - June 2013
Job Internal Sales Consultant at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners July 2014 - Present
Franklin Square Capital Partners August 2013 - July 2014
Franklin Square Capital Partners June 2013 - August 2013
Summit Wealth Partners, Inc. January 2013 - June 2013
Professional Selling Program August 2012 - May 2013
UCF National Collegiate Sales Competition December 2012 - March 2013
Lingoink December 2011 - December 2012
Well Dressed Lawns/ Maitland West Chiropractic June 2011 - January 2012
Clear Channel Communications April 2011 - August 2011
Newman Landscaping Service, LLC 2010 - 2011
Skills
Financial Services, Alternative Investments, Investment Portfolio, Financial Markets, Leadership, Public Speaking, Sales, Selling, Salesforce.com, Cold Calling, Marketing, Marketing Strategy, Time Management, Customer Service, Market Research, PowerPoint, Social Networking, Management, Fundraising, Social Media, Social Media Marketing, Customer Satisfaction, Lead Generation, Microsoft Excel, Microsoft Word, Facebook, Small Business, Event Planning, Sales Presentations, Advertising, Account Management, Marketing Communications
Education
University of Central Florida - College of Business Administration 2011 — 2013
B.S., Marketing; Professional Selling Track
Valencia Community College 2009 — 2011
AA, General Studies
Downingtown East High School 2003 — 2008
Franklin Square Capital Partners July 2014 - Present
Franklin Square Capital Partners August 2013 - July 2014
Franklin Square Capital Partners June 2013 - August 2013
Summit Wealth Partners, Inc. January 2013 - June 2013
Professional Selling Program August 2012 - May 2013
UCF National Collegiate Sales Competition December 2012 - March 2013
Lingoink December 2011 - December 2012
Well Dressed Lawns/ Maitland West Chiropractic June 2011 - January 2012
Clear Channel Communications April 2011 - August 2011
Newman Landscaping Service, LLC 2010 - 2011
Skills
Financial Services, Alternative Investments, Investment Portfolio, Financial Markets, Leadership, Public Speaking, Sales, Selling, Salesforce.com, Cold Calling, Marketing, Marketing Strategy, Time Management, Customer Service, Market Research, PowerPoint, Social Networking, Management, Fundraising, Social Media, Social Media Marketing, Customer Satisfaction, Lead Generation, Microsoft Excel, Microsoft Word, Facebook, Small Business, Event Planning, Sales Presentations, Advertising, Account Management, Marketing Communications
Education
University of Central Florida - College of Business Administration 2011 — 2013
B.S., Marketing; Professional Selling Track
Valencia Community College 2009 — 2011
AA, General Studies
Downingtown East High School 2003 — 2008
Jessica Feliciano's Summit Wealth Partners, Inc. Experience April 2014 - Present
Job Relationship Manager at Summit Wealth Partners, Inc.
Industry Financial Services
Experience
Summit Wealth Partners, Inc. April 2014 - Present
SunTrust Bank August 2012 - March 2014
Chase March 2011 - August 2012
SunTrust Bank October 2006 - March 2011
Skills
Investments, Portfolio Management, Customer Service, Financial Analysis, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Marketing, Teamwork, Leadership, Event Planning, Insurance, Financial Planning, Financial Services, Sales, Finance, Coaching, Relationship Management, Asset Management, Retirement Planning
Education
University of Central Florida 2015 — 2017
Master of Business Administration (M.B.A.)
University of Central Florida 2007 — 2009
Bachelor of Science (B.S.), Psychology
Summit Wealth Partners, Inc. April 2014 - Present
SunTrust Bank August 2012 - March 2014
Chase March 2011 - August 2012
SunTrust Bank October 2006 - March 2011
Skills
Investments, Portfolio Management, Customer Service, Financial Analysis, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Marketing, Teamwork, Leadership, Event Planning, Insurance, Financial Planning, Financial Services, Sales, Finance, Coaching, Relationship Management, Asset Management, Retirement Planning
Education
University of Central Florida 2015 — 2017
Master of Business Administration (M.B.A.)
University of Central Florida 2007 — 2009
Bachelor of Science (B.S.), Psychology
Joseph M Jette Browne Joseph M Jette Browne's Summit Wealth Partners, Inc. Experience 2012 - Present
Job Senior Wealth Advisor at Summit Wealth Partners, Inc.
Industry Investment Management
Experience
Summit Wealth Partners, Inc. 2012 - Present
Summit Wealth Management, Inc. April 2011 - Present
Eagle Wealth Management, Inc. April 2005 - March 2011
UBS February 2000 - March 2005
Merrill Lynch November 1996 - February 2000
Skills
Wealth Management, Investment Advisory, Asset Allocation, Series 7, Asset Managment, Portfolio Management, Retirement Planning, Equities, Mutual Funds, Investments, Strategic Financial..., Private Equity, Risk Management, Financial Analysis, Due Diligence
Education
Harvard Business School 1989 — 1989
AMP, Business Administration and Management, General
University of Geneva 1970 — 1972
License, International Studies
United States Naval Academy 1961 — 1965
BS, Math
Georgia Institute of Technology - Georgia Tech College of Management 1960 — 1961
Chemical Engineering
Summit Wealth Partners, Inc. 2012 - Present
Summit Wealth Management, Inc. April 2011 - Present
Eagle Wealth Management, Inc. April 2005 - March 2011
UBS February 2000 - March 2005
Merrill Lynch November 1996 - February 2000
Skills
Wealth Management, Investment Advisory, Asset Allocation, Series 7, Asset Managment, Portfolio Management, Retirement Planning, Equities, Mutual Funds, Investments, Strategic Financial..., Private Equity, Risk Management, Financial Analysis, Due Diligence
Education
Harvard Business School 1989 — 1989
AMP, Business Administration and Management, General
University of Geneva 1970 — 1972
License, International Studies
United States Naval Academy 1961 — 1965
BS, Math
Georgia Institute of Technology - Georgia Tech College of Management 1960 — 1961
Chemical Engineering
Adam Ruen's Summit Wealth Partners, Inc. Experience January 2013 - May 2013
Job Repo Trader at AVM Solutions
Industry Financial Services
Experience
AVM Solutions June 2015 - Present
AVM Solutions June 2014 - June 2015
AVM Solutions June 2013 - June 2014
Summit Wealth Partners, Inc. January 2013 - May 2013
Waste Majors Incorporated July 2012 - May 2013
First Coast Honda, Suzuki, Can-Am, Sea-Doo May 2008 - August 2008
Marble Slab Creamery January 2007 - May 2008
Skills
Leadership, Marketing, Financial Analysis, Teamwork, Microsoft Excel, Time Management, Customer Satisfaction, Customer Service, Derivatives, PowerPoint, Mathematics, People Skills, Sales, Microsoft Word, Microsoft Office, Investment Banking, Interpersonal Skill, Team Leadership, Facebook, Internet, Social Networking, Strategic Planning, Data Entry, Repos, Reverse Repos, Social Media, Event Planning, Research, Public Speaking, Investment Strategies, Collateral Management, Margin Calls, Fixed Income, Margin, Financial Modeling, Critical Thinking, Presenter, Outlook, Bloomberg Terminal, Bloomberg
Education
University of Central Florida 2011 — 2013
Bachelor of Science (BS), Finance, General, 3.642
Valencia College 2008 — 2010
Associate of Arts (AA), Business/Commerce, General
AVM Solutions June 2015 - Present
AVM Solutions June 2014 - June 2015
AVM Solutions June 2013 - June 2014
Summit Wealth Partners, Inc. January 2013 - May 2013
Waste Majors Incorporated July 2012 - May 2013
First Coast Honda, Suzuki, Can-Am, Sea-Doo May 2008 - August 2008
Marble Slab Creamery January 2007 - May 2008
Skills
Leadership, Marketing, Financial Analysis, Teamwork, Microsoft Excel, Time Management, Customer Satisfaction, Customer Service, Derivatives, PowerPoint, Mathematics, People Skills, Sales, Microsoft Word, Microsoft Office, Investment Banking, Interpersonal Skill, Team Leadership, Facebook, Internet, Social Networking, Strategic Planning, Data Entry, Repos, Reverse Repos, Social Media, Event Planning, Research, Public Speaking, Investment Strategies, Collateral Management, Margin Calls, Fixed Income, Margin, Financial Modeling, Critical Thinking, Presenter, Outlook, Bloomberg Terminal, Bloomberg
Education
University of Central Florida 2011 — 2013
Bachelor of Science (BS), Finance, General, 3.642
Valencia College 2008 — 2010
Associate of Arts (AA), Business/Commerce, General
Mitch Levin MD, CWPP-CAPP Financial Physician Mitch Levin MD, CWPP-CAPP Financial Physician's Summit Wealth Partners, Inc. Experience January 2010 - Present
Job Managing Director and CEO Orlando at Summit Wealth Partners Inc
Industry Financial Services
Experience
Summit Wealth Partners, Inc. January 2010 - Present
Ivanhoe Foundation, Inc. June 2005 - October 2012
Private Real Estate Investor 1988 - 2009
Orlando Opera Company 2003 - 2008
Levin Eye Center 1986 - 2000
Skills
Leadership, Fundraising, Management, Investments, Wealth Management, Financial Advisory, Finance, Employee Benefits, Wealth, Time Management, Tax, Business Strategy, Entrepreneurship, Public Speaking, Portfolio Management
Education
The University of Texas Medical School at San Antonio 1983 — 1986
Eye Surgery
University of Pennsylvania School of Medicine 1982 — 1983
Internship
Stony Brook University Health Sciences Center School of Medicine 1978 — 1982
MD
Harvard University 1976 — 1978
Masters, NeuroPhysiology
Beloit College
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
POBHS
Summit Wealth Partners, Inc. January 2010 - Present
Ivanhoe Foundation, Inc. June 2005 - October 2012
Private Real Estate Investor 1988 - 2009
Orlando Opera Company 2003 - 2008
Levin Eye Center 1986 - 2000
Skills
Leadership, Fundraising, Management, Investments, Wealth Management, Financial Advisory, Finance, Employee Benefits, Wealth, Time Management, Tax, Business Strategy, Entrepreneurship, Public Speaking, Portfolio Management
Education
The University of Texas Medical School at San Antonio 1983 — 1986
Eye Surgery
University of Pennsylvania School of Medicine 1982 — 1983
Internship
Stony Brook University Health Sciences Center School of Medicine 1978 — 1982
MD
Harvard University 1976 — 1978
Masters, NeuroPhysiology
Beloit College
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
POBHS
Jeffrey Janson, CFP®, AIFA® Jeffrey Janson, CFP®, AIFA®'s Summit Wealth Partners, Inc. Experience July 2014 - Present
Job Senior Wealth Advisor at Summit Wealth Partners, Inc.
Industry Financial Services
Experience
Summit Wealth Partners, Inc. July 2014 - Present
Skills
Retirement Planning, Retirement, Mutual Funds, Estate Planning, Asset Allocation, Investments, Portfolio Management, Wealth, Investment Advisory, Investment Management, Equities, Financial Planners, IRAs, Investment Strategies, Asset Management, Strategic Financial..., Financial Services, Wealth Management, Securities, Pensions, Personal Finance, Certified Financial..., 401k Rollovers, Retirement Plan..., Qualified Retirement..., Financial Advisory, 401k, Asset Managment, Fixed Income, Insurance, Wealth Accumulation, Wealth Preservation, Tax Reduction Strategies, Retirement Income..., Charitable Giving, Wealth Transfer Planning, High Net Worth..., Endowments, Private Foundations, Comprehensive Wealth..., Financial Planning, Annuities, ETFs, Fixed Annuities
Education
College for Financial Planning 1989 — 1991
Certified Financial Planner designation achieved, Financial Planning and Services
Hyles-Anderson College 1982 — 1986
Bachelor of Science, Pastoral Studies/Counseling
Summit Wealth Partners, Inc. July 2014 - Present
Skills
Retirement Planning, Retirement, Mutual Funds, Estate Planning, Asset Allocation, Investments, Portfolio Management, Wealth, Investment Advisory, Investment Management, Equities, Financial Planners, IRAs, Investment Strategies, Asset Management, Strategic Financial..., Financial Services, Wealth Management, Securities, Pensions, Personal Finance, Certified Financial..., 401k Rollovers, Retirement Plan..., Qualified Retirement..., Financial Advisory, 401k, Asset Managment, Fixed Income, Insurance, Wealth Accumulation, Wealth Preservation, Tax Reduction Strategies, Retirement Income..., Charitable Giving, Wealth Transfer Planning, High Net Worth..., Endowments, Private Foundations, Comprehensive Wealth..., Financial Planning, Annuities, ETFs, Fixed Annuities
Education
College for Financial Planning 1989 — 1991
Certified Financial Planner designation achieved, Financial Planning and Services
Hyles-Anderson College 1982 — 1986
Bachelor of Science, Pastoral Studies/Counseling
Bill Kovacs's Summit Wealth Partners, Inc. Experience 2013 - Present
Job Director at Capital Development Insurance Company LLC A Management Solutions LLC company
Industry Investment Management
Experience
Capital Development Insurance Company LLC January 2014 - Present
Summit Wealth Partners, Inc. 2013 - Present
Stronghold Insurance Group, Ltd. January 2010 - August 2013
Conseco Capital Management, Inc. 1999 - 2007
Kemper Financial Services 1989 - 1997
Zurich Kemper Investments 1989 - 1997
Skills
Product Liability, Private Equity, Corporate Governance, Corporate Law, Mergers & Acquisitions, Securities, Civil Litigation, Securities Regulation, Capital Markets, Investments, Legal Research, Mergers, Due Diligence, Bankruptcy, Corporate Finance, Legal Writing, Insurance Law
Education
University of Iowa College of Law 1971 — 1974
Doctor of Law (JD)
Wabash College 1963 — 1971
BA, English
Capital Development Insurance Company LLC January 2014 - Present
Summit Wealth Partners, Inc. 2013 - Present
Stronghold Insurance Group, Ltd. January 2010 - August 2013
Conseco Capital Management, Inc. 1999 - 2007
Kemper Financial Services 1989 - 1997
Zurich Kemper Investments 1989 - 1997
Skills
Product Liability, Private Equity, Corporate Governance, Corporate Law, Mergers & Acquisitions, Securities, Civil Litigation, Securities Regulation, Capital Markets, Investments, Legal Research, Mergers, Due Diligence, Bankruptcy, Corporate Finance, Legal Writing, Insurance Law
Education
University of Iowa College of Law 1971 — 1974
Doctor of Law (JD)
Wabash College 1963 — 1971
BA, English
Nicole Sadez's Summit Wealth Partners, Inc. Experience August 2014 - Present
Job Client Relationship Manager at Summit Wealth Partners, Inc.
Industry Financial Services
Experience
Summit Wealth Partners, Inc. August 2014 - Present
Thomas Howell Ferguson P.A. January 2014 - May 2014
Alpha Chi Omega November 2012 - October 2013
Ciccarelli Advisory Services, Inc. May 2012 - August 2013
Licenses, Etc June 2011 - July 2011
Wilson Creative Group May 2011 - July 2011
Skills
Social Media, Training, Sales, Research, Facebook, Marketing, PowerPoint, Social Media Marketing, Microsoft Excel, Microsoft Office, Market Research, Event Planning, Leadership, Public Relations, Time Management, Social Networking
Education
Florida State University - College of Business 2010 — 2014
Bachelor of Science (B.S.), Marketing and Finance, 3.913
Barron Collier High School 2006 — 2010
Summit Wealth Partners, Inc. August 2014 - Present
Thomas Howell Ferguson P.A. January 2014 - May 2014
Alpha Chi Omega November 2012 - October 2013
Ciccarelli Advisory Services, Inc. May 2012 - August 2013
Licenses, Etc June 2011 - July 2011
Wilson Creative Group May 2011 - July 2011
Skills
Social Media, Training, Sales, Research, Facebook, Marketing, PowerPoint, Social Media Marketing, Microsoft Excel, Microsoft Office, Market Research, Event Planning, Leadership, Public Relations, Time Management, Social Networking
Education
Florida State University - College of Business 2010 — 2014
Bachelor of Science (B.S.), Marketing and Finance, 3.913
Barron Collier High School 2006 — 2010
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY