Bruce Resnik

Bruce Resnik Email and Phone Number

Senior Wealth Advisor at Summit Financial, LLC @ Summit Financial, LLC
parsippany, new jersey, united states
Bruce Resnik's Location
New York, New York, United States, United States
Bruce Resnik's Contact Details

Bruce Resnik personal email

n/a

Bruce Resnik phone numbers

About Bruce Resnik

I am highly skilled (CPA/PFS, JD). I believe that careful and thoughtful financial planning is the key to developing proper investment, retirement, estate planning and insurance strategies for individuals. I am pleased to be associated with Summit Financial, LLC. Because Summit is not owned by a bank, investment bank, asset manager, broker dealer or insurance company, I can select the best financial products for my clients free from any corporate interference. In addition, Summit has specialized attorneys, accountants, insurance experts and financial planners on staff who regularly assist me in developing effective financial strategies and solutions for my clients.Specialties: Financial Planning including investment management, retirement planning, estate planning, college expense planning and insurance planning for professionals, business owners and executives.Investment advisory and financial planning services offered through Summit Financial, LLC, an SEC Registered Investment Advisor. Securities brokerage offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207 (“PKS”). PKS and Summit Financial, LLC are not affiliated companies. The views and opinions expressed on this page are solely those of the author and should not be attributed to Summit Financial LLC. Neither the Advisor nor Summit Financial LLC are affiliated with LinkedIn, Inc. or the LinkedIn, Inc. service. Any non-Summit URLs or external websites mentioned on LinkedIn are unaffiliated with Summit Financial LLC. We have not verified the information and opinions found on those third-party websites, nor do we make any representations as to its accuracy or completeness. Neither Summit Financial, LLC, or its affiliates endorse third-party products and services or privacy and security policies. You should review any third-party's policies, terms, and conditions. None of the statements on this page is intended to recommend any security, service, or product or to provide investment, tax, or any other advice. We cannot accept endorsements and recommendations.Certain Insurance products are offered through Summit Risk Management, LLC, an affiliate of Summit Financial LLC. The summit admitted attorneys and/or CPA's act exclusively in a non-representative capacity. Neither they nor Summit provide tax or legal advice to clients. Clients should make all decisions regarding the tax and legal implications of their investments and plans after consultation with their independent tax or legal advisors.Compliance # 12142020-1325

Bruce Resnik's Current Company Details
Summit Financial, LLC

Summit Financial, Llc

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Senior Wealth Advisor at Summit Financial, LLC
parsippany, new jersey, united states
Website:
summitfinancial.com
Employees:
148
Bruce Resnik Work Experience Details
  • Summit Financial, Llc
    Senior Wealth Advisor
    Summit Financial, Llc Feb 2008 - Present
    Greater New York City Area
    I am a Senior Wealth Advisor with Summit Financial, LLC, which is one of the Northeast's premier, independently owned financial planning and investment advisory organizations. Working at Summit allows me to develop sophisticated financial strategies and financial plan designs for my clients free of interference from any sales pressures.
    View
  • Ubs Financial Services
    Financial Advisor
    Ubs Financial Services Jan 2004 - Feb 2008
    Financial Advisor.
    View
  • Blr Moneymatters Llc
    Principal
    Blr Moneymatters Llc Jul 2001 - Dec 2003
    Provided financial planning advice to high net worth individuals and corporate executives.
  • Youthstream Media Networks, Inc.
    Cfo/Evp
    Youthstream Media Networks, Inc. Oct 1996 - Jun 2001
    CFO and EVP of this marketing and media services company listed on NASDAQ with over $25million in revenues. Led business development efforts which resulted in 10 acquisitions in a 30 month period, and integrated these acquisitions into a single cohesive company. Supervised preparation of all internal and external reports. Closed 3 private equity and debt transactions. Obtained bank an dlease financingwith multiple financing sources.
  • Grey Global Group
    International Cfo
    Grey Global Group Aug 1992 - Sep 1996
    Responsible for profit planning, budgeting and financial reporting for global operations of a major advertising and service company operating in 72 countries. Troubleshooter for foreign operations in distress. Initiated and implemented a European holding company and set up a European finance subsidiary to recapitalize certain operations.
  • Integrated Resources Inc.
    Evp, Equipment Leasing Group
    Integrated Resources Inc. Dec 1979 - Nov 1991
    EVP of Equipment Leasing Group; President and CEO of two parent company subisidaries, Resources Industrial Bank and Resources Trailer Leasing.
  • Skadden Arps
    Corporate Attorney
    Skadden Arps 1979 - 1980
    Practicing Attorney doing major M&A transactions.
  • Marshall Bratter Greene Allison & Tucker
    Associate Attorney
    Marshall Bratter Greene Allison & Tucker Jan 1976 - Dec 1978
    Greater New York City Area
    Associate Attorney in the Corporate Department.
  • Pwc
    Auditor
    Pwc Sep 1974 - Dec 1975
    Greater New York City Area
    Audit Staff in the Small Business Department.
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Bruce Resnik Education Details

Frequently Asked Questions about Bruce Resnik

What company does Bruce Resnik work for?

Bruce Resnik works for Summit Financial, Llc

What is Bruce Resnik's role at the current company?

Bruce Resnik's current role is Senior Wealth Advisor at Summit Financial, LLC.

What is Bruce Resnik's email address?

Bruce Resnik's email address is br****@****ubs.com

What is Bruce Resnik's direct phone number?

Bruce Resnik's direct phone number is +121267*****

What schools did Bruce Resnik attend?

Bruce Resnik attended Columbia University - Columbia Business School, Columbia University School Of Law, Columbia Law School, The Johns Hopkins University, Linden High School, Columbia Law School.

Who are Bruce Resnik's colleagues?

Bruce Resnik's colleagues are Joe Maliani, Jacqueline Schile-Morales, Frank Rinaldi, Kevin Mckenney, Tara Pizzutillo, Alena Jakubikova, Jack Sember.

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