Summit Wealth Management Management Team

Contact top employees from Summit Wealth Management

Summary

Summit Wealth Management is a private company. The business currently specializes in Financial Services area. Summit Wealth Management's headquarter is located at Camarillo, California, USA. The company has 1-10 employees. Register with SignalHire to connect with Summit Wealth Management employees and management.

Summit Wealth Management Websiteyoursummitwealth.com
Phone Number(805) 384-1186
Industries
Summit Wealth Management Headquarters addressCincinnati, Ohio, US
Company Size1-10 employees
DMA CodeLos Angeles Metropolitan Area
Operating StatusIndependent Company

Workforce Turnover

Number of employees switched from or switched to

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Total employee turnover

Departmental sample breakdown

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Turnover activity captured in SignalHire's departmental sample ( employees):

Length of Employment

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Summit Wealth Management's workforce includes employees across a wide range of tenure levels.

9% have been with the company for 3 to 4 years9% have been with the company for 5 to 7 years9% have been with the company for 8 to 10 years73% have been with the company for more than 11 years

Former Employees: Role Changes

Role at Former Company
Role at New Company
Contact top employees from Summit Wealth Management
Stacy Matter
Stacy MatterCompany Owner
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Molly Hill
Molly HillVice President of Operations
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Chris Furno
Chris FurnoPresident
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Ed Grogan
Ed GroganPresident
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Quincy Akins
Quincy AkinsFinancial Advisor
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Theresa Pflieger
Theresa PfliegerFinancial Advisor, Chief Operating Officer
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Krystan Resch
Krystan ReschFinancial Advisor, Partner
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Saranne Vanina
Saranne VaninaClient Service Specialist
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Barbara Hacke Resch
Barbara Hacke ReschSenior Financial Advisor, PIM Portfolio Manager
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Paul Woods
Paul WoodsManaging Director
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Erika Lee
Erika LeeFinancial Advisor
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Brandon Blair
Brandon BlairSenior Financial Advisor/Managing Partner
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Zem Wainhouse
Zem WainhouseExecutive Assistant
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Andrew Froehle
Andrew FroehleAssociate Financial Advisor
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Ethan Akins
Ethan AkinsFinancial Advisor Assistant
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Edward Grogan
Edward GroganWealth Management Associate
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Summit Wealth Management Corporate Information: FAQ

Summit Wealth Management operates in the Finance industries. More details can be found on the official website: yoursummitwealth.com.
Summit Wealth Management has offices located in Cincinnati, US.
The headquarters of Summit Wealth Management are located in Cincinnati, United States.
You can contact Summit Wealth Management by phone at (805) 384-1186.
Summit Wealth Management currently employs 1-10 people.
Summit Wealth Management's revenue is approximately 3.8M.

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