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Erica Perez

Administrative Assistant at Summit Financial

  • LinkedIn

Email Email: e****@groovebook.com

phone noPhone Number: (***)-***-****

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SUMMIT FINANCIAL

SUMMIT FINANCIAL

  • description Description
    Summit Financial, LLC is a preeminent independent investment advisory firm proud to continue our 4-decade legacy helping advisors elevate their businesses and deliver robust client experience...

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  • Employees count Employees 201-500
  • Revenue Revenue 100 Million to 250 Million
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Summit Financial Org Chart and Mapping

Employees

Keith Soltis

Managing Partner / Director of Wealth Management President of Summit Risk Management

Alena Jakubikova

Trader/ Trading Desk Specialist

Linda Zittel

Compliance Administrator

Sayed Ali

Director of Risk Management

CFP John Leroy

Private Wealth Advisor and Founder of Leroy Wealth Management Group

Frequently Asked Questions Regarding Erica Perez

Answer: Erica Perez works for Summit Financial as Administrative Assistant

Answer: Erica Perez’s role in Summit Financial is Administrative Assistant

Answer: Erica Perez's email address is e***@gmail.com

Answer: Erica Perez's business email address is e****@groovebook.com

Answer: Erica Perez’s direct phone number is (***)-***-****

Answer: Erica Perez works in the industry of: Financial Services

Answer: Erica Perez works Summit Financial located at 4 Campus Dr, Parsippany, New Jersey, 07054, United States

Answer: Summit Financial's Administrative Assistant is Erica Perez

Answer: Erica Perez contact details:

  • Phone number  :  (***)-***-****
  • Email  :  e****@groovebook.com

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