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Summitry

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Facts about Summitry

Description
At Summitry, our wealth management and custom financial planning services are specially suited for life in California. Speak with an advi...
Website
summitry.com
HQ Location
Foster City, California, United States
Number of employees
11-50
Industry
Financial Services
Latest update
May 1, 2024

Social media accounts of Summitry

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Facebook
Linkedin
@summitryllc

Summitry employees

Colin Higgins avatar
Colin Higgins
CEO
Jennifer Rouse avatar
Jennifer Rouse
Director of Operations & CCO
Tiffany Lessler avatar
Tiffany Lessler
Director of Talent
Brearin Land avatar
Brearin Land
Principal
Jason Yu avatar
Jason Yu
Equity Research Associate
Matthew Gordon avatar
Matthew Gordon
Portfolio Manager & Senior Research Analyst
Winnie Butt avatar
Winnie Butt
Senior Financial Advisor
Kurt Hoefer avatar
Kurt Hoefer
Chief Strategy Officer
Daniel Spector-Franson avatar
Daniel Spector-Franson
Financial Advisor
Archana Turaga avatar
Archana Turaga
Associate Financial Advisor
Gina McGhee avatar
Gina McGhee
Financial Advisor Assistant
Sherry Williams avatar
Sherry Williams
Senior Relationship Manager, CFP
Alejandra Torres avatar
Alejandra Torres
Business Operations Specialist
Ann Luong avatar
Ann Luong
Marketing Manager
Jack Zhao avatar
Jack Zhao
Senior Equity Analyst
Joe Martin avatar
Joe Martin
Chief Client Experience Officer
Claire Shifren avatar
Claire Shifren
Senior Financial Advisor
Eric Jungling avatar
Eric Jungling
Senior Financial Advisor at Summitry
David Langhals avatar
David Langhals
Financial Advisor
Mandy Pham avatar
Mandy Pham
Senior Financial Advisor
Emily Hazelroth avatar
Emily Hazelroth
Senior Financial Advisor & Advisor Manager
Aaron Szager avatar
Aaron Szager
Advisor Group Manager
Adam Govani avatar
Adam Govani
Senior Financial Advisor
Charles Angle avatar
Charles Angle
Financial Advisor
Lana Xiao avatar
Lana Xiao
Financial Advisor
Alex Katz avatar
Alex Katz
Chief Growth Officer

Frequent questions about Summitry

How many employees does Summitry have?
Summitry has approximately 11-50 employees.
What is Summitry's industry?
Summitry is involved in the industry of Financial Services.
Where is Summitry's headquarters?
Summitry's headquarters is located in Foster City, California, United States.
What is the website of Summitry?
You may visit their official website at https://summitry.com
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