Summit Financial Resources Employee Directory

Summit Financial Resources corporate office is located in 4 Campus Dr Ste 8, Parsippany, New Jersey, 07054, United States and has 201-500 employees.

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Employees by Department

Departments

Number of employees

Finance

Operations

Marketing

Sales

Information Technology

Engineering & Technical

Legal

Key Employees of Summit Financial Resources

BS
Brandon Smith
Group Director, Integrated Planning
PhoneEmail
BH
Barbara Hawkes...
Chief Legal Officer
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
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Summit Financial Resources Global Presence

Location	People at location
North America	51-200

Index of contact profiles from Summit Financial Resources

Hundreds of professionals searching for Summit Financial Resources have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

BS
Brian Sawyer
Email Direct
Investment Analyst
United States , New Jersey , Parsippany

DO
Dani Oliveira
Email Direct
Business Development Analyst
United States , New Jersey , Parsippany

RS
Rita Shah
Email Direct
Senior Enterprise Platform Engineer
United States , New Jersey , Parsippany

TP
Tara Pizzutillo
Email Direct
Head of Advisor Transitions
United States , New Jersey , Parsippany

SM
Samantha Matin
Email Direct
Legal Department
United States , New Jersey , Parsippany

CB
Christian Bonnesen
Email Direct
Private Wealth Advisor
United States , New Jersey , Parsippany

BG
Brandon Garofalo
Email Direct
Marketing Coordinator
United States , New Jersey , Parsippany

RS
Rhonda Spence
Email Direct
Business Development Officer
United States , New Jersey , Parsippany

HM
Herbert Millman
Email Direct
Financial Advisor
United States , New Jersey , Parsippany

MG
Matthew Goldman
Email Direct
Investment Analyst
United States , New Jersey , Parsippany

FB
Frank Bardales
Email Direct
Senior Wealth Advisor
United States , New Jersey , Parsippany

MD
Michael Dempsey
Email Direct
Marketing Coordinator
United States , New Jersey , Parsippany

ND
Neha Dave
Email Direct
Life Insurance
United States , New Jersey , Parsippany

KA
Karen Acosta
Email Direct
Senior Field Underwriter
United States , New Jersey , Parsippany

JS
Jonathan Salinas
Email Direct
Operational Specialist
United States , New Jersey , Parsippany

KV
Kyle Vanderyajt
Email Direct
Technical Support
United States , New Jersey , Parsippany

TC
Ted Cheesman
Email Direct
Financial Planner
United States , New Jersey , Parsippany

KM
Kimberley Milligan
Email Direct
Assistant To Joseph W
United States , New Jersey , Parsippany

BV
Brian Villano
Email Direct
Trade Specialist
United States , New Jersey , Parsippany

MF
Melissa Ficca
Email Direct
Customer Service Administrator
United States , New Jersey , Parsippany

JL
John LeRoy
Email Direct
Private Wealth Advisor & Group Founder, Leroy Wealth Management
United States , New Jersey , Parsippany

JL
Jonathan Lazorchak
Email Direct
Transition Data Analyst
United States , New Jersey , Parsippany

MM
Michael MacDougal
Email Direct
Financial Advisor
United States , New Jersey , Parsippany

RW
Robert Weiss
Email Direct
Senior Wealth Advisor
United States , New Jersey , Parsippany

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Former Employees at Summit Financial Resources

Explore people who held key positions, contributed to Summit Financial Resources's success, and advanced their careers.

Diane Taylor

Manager, Wealth at Merit Financial Adviso...

Worked as Director, Financial Planning

at Summit Financial Resources (2016-2026)

Direct

Wesley Mah

Manager, Customer Succ... at Wall Street Strategies

Worked as Operations Associate

at Summit Financial Resources (2019-2019)

Direct

Nicholas Gargione

Design Consultant at West Shore Home

Worked as Investment Analyst & Intern

at Summit Financial Resources

Direct

Mask Content

Associate Director, St... at DTCC

Worked as Analyst

at Summit Financial Resources (2019-2022)

Direct

Mask Content

Vice President, Client... at Lido Advisors

Worked as Summer Intern

at Summit Financial Resources (2020-2021)

Direct

Mask Content

Wealth Management Clie... at Merrill

Worked as Investment Analyst

at Summit Financial Resources (2024-2024)

Direct

Explore More

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Frequently Asked Questions Regarding Summit Financial Resources Employees

How many employees does Summit Financial Resources have?

Summit Financial Resources has 201-500 employees

Who are Summit Financial Resources key employees?

Some of Summit Financial Resources key employees are Brandon Smith, Barbara Hawkesworth

Where is Summit Financial Resources located?

Summit Financial Resources’s headquarters are located at 4 Campus Dr Ste 8, Parsippany, New Jersey, 07054, United States

How do I contact Summit Financial Resources?

Summit Financial Resources Contact Info: Phone number: (973) 285-3600 Website: www.summitfinancial.com

What does Summit Financial Resources do?

Summit Financial is a leading investment advisory firm with nearly four decades of experience, dedicated to empowering independent advisors and their clients. The firm offers a comprehensive suite of resources, including innovative technology and holistic financial planning, to enhance client experiences and support business growth. Summit Growth P... Read More

Is Summit Financial Resources a public company?

Summit Financial Resources is private company therefore does not currently have an official ticker symbol

See more information about Summit Financial Resources Employees