Summit Financial
Summit Financial

Summit Financial Information

Contact top employees from Summit Financial

Summary

Summit Financial is a private company that has been in the industry for 44 years. The company currently specializes in the Financial Services area. The position of the Chairman & CEO is occupied by Steven Weinman. Its headquarters is located at Parsippany, New Jersey, USA. The number of employees ranges from 100 to 250. The annual revenue of Summit Financial varies between 25M and 100M. Total funding of the company - $2M. To connect with Summit Financial employee register on SignalHire.

Organization Website

summitfinancial.com

Social Links

facebooklinkedIn

Phone Number

(973) 285-3600

Industries

Headquarters Location

4 Campus Drive, Parsippany, NJ, 07054 US

Employees Size

200-500 employees

SIC Code

6189, 6199

DMA Code

New York Metropolitan Area

Founded

1982

Estimated Annual Revenue

$25M - 100M

Operating Status

Independent Company

Employees Turnover 4 quarter 2025

Number of employees switched from or switched to
arrow
Total number all of employee turnover
Number of employees by department
arrow
Total number all of employee turnover
Length of Employment
arrow
Employee tenure at Summit Financial shows a diverse range of experience levels:
1% have been with the company for less than 1 year11% for 1–2 years4% for 3–4 years5% for 5–7 years11% for 8–10 years68% have over 11 years of service at Summit Financial
Ex-employees positions
In Company
In New Company
Contact top employees from Summit Financial
Tara Pizzutillo
Head of Advisor Transitions
View
Michelle Fuller
Office of the CEO, Executive Administrator
View
Sarah Rich
Chief Administrative Officer (CAO)
View
Valerie LiCalsi
Advisor Transition Manager
View
Lizbeth
Senior Accounting Specialist
View
Alec Kelly
Case Planner
View
Ali Allegri
Wealth Management Analyst/Assistant
View
Kyle Vanderyajt
Technical Support
View
Justin Garbowitz
Investment Management Team Intern
View
Sofia Chavez
Public Relations Intern
View
Brian Abbott
Financial Planner
View
Jonathan Salinas
Operational Specialist
View
Elowen Cramer
Human Resources Executive
View
Sean Reilly
Business Development Officer
View
Nadeem Abuali
Trade Desk Specialist
View
William Ryan Steidl
Investment Analyst
View
Rob Weiss
Senior Wealth Advisor
View
Jacqueline Schile
Financial Analyst
View
Steven Melnick
Deputy Chief Investment Officer
View
Christine DeSimone
Operations Specialist
View
Diane Taylor
Director Of Financial Planning
View
Matthew Pranaitis
Investment Analyst
View
Melissa Ficca
Director of Operations
View
Ed Friedman
Chief Revenue Officer
View
Aaron Stanton
Project Manager
View
Robert Boyle
Marketing Specialist
View
Brian Barthold
Private Wealth Planner
View

FAQ

Summit Financial operates in the Finance industries. More details can be found on the official website: summitfinancial.com.
The headquarters of Summit Financial are located in Parsippany, United States.
The current CEO of Summit Financial is Steven Weinman
You can contact Summit Financial by phone at (973) 285-3600.
Summit Financial currently employs 200-500 people.
Summit Financial's revenue is approximately 29M.

Data Privacy

GDPR Icon

GDPR COMPLIANT

SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.

CCPA Icon

CCPA COMPLIANT

SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.

BACK TO TOP