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Michael Alessi

Vice President - Client Service and Retirement Plan Coordinator at Summit Financial - Maryland

  • LinkedIn

Email Email: m****@sumfi.com

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

As the Director of Client Service and Operations, Michael provides management support for the firm’s private wealth clients and 401k plans. Michael uses his investment product knowledge t...

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SUMMIT FINANCIAL - MARYLAND

SUMMIT FINANCIAL - MARYLAND

  • Employees count Employees 1-10
  • Revenue Revenue 5 Million to 10 Million
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Summit Financial - Maryland Org Chart and Mapping

Alvin Anton

Chief Executive Officer

VP-Level
VP-Level

Chris Pellegrino

SVP, Chief Investment Officer, Investment Committee Chair

Employees

Michael Alessi

Vice President - Client Service and Retirement Plan Coordinator

Jack Rogers

Customer Service Specialist

Larisa Roth

Director of Compliance and Operations

Kathryn Olson

Financial Planning Assistant

Frequently Asked Questions Regarding Michael Alessi

Answer: Michael Alessi works for Summit Financial - Maryland as Vice President - Client Service and Retirement Plan Coordinator

Answer: Michael Alessi’s role in Summit Financial - Maryland is Vice President - Client Service and Retirement Plan Coordinator

Answer: Michael Alessi's email address is m***@gmail.com

Answer: Michael Alessi's business email address is m****@sumfi.com

Answer: Michael Alessi’s direct phone number is (***)-***-****

Answer: Michael Alessi works in the industry of: Financial Services

Answer: Michael Alessi is the current Vice President - Client Service and Retirement Plan Coordinator at Summit Financial - Maryland.... Read More

Answer: Michael Alessi works Summit Financial - Maryland located at McCormick Rd, Hunt Valley, , 21031, Maryland, 11350, United States

Answer: Summit Financial - Maryland's Vice President - Client Service and Retirement Plan Coordinator is Michael Alessi

Answer: Michael Alessi contact details:

  • Phone number  :  (***)-***-****
  • Email  :  m****@sumfi.com

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