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@summitfinancial.com
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2 phones found area 212
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Bruce Resnik is listed as Senior Wealth Advisor at Summit Financial, LLC, a with 148 employees, based in New York, United States. AeroLeads shows a work email signal at summitfinancial.com, phone signal with area code 212, and a matched LinkedIn profile for Bruce Resnik.
Bruce Resnik previously worked as Financial Advisor at Ubs Financial Services and Principal at Blr Moneymatters Llc. Bruce Resnik holds Mba from Columbia University - Columbia Business School.
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AeroLeads found 1 current-domain work email signal for Bruce Resnik. Compare company email patterns before reaching out.
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
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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.
Provided financial planning advice to high net worth individuals and corporate executives.
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.
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.
EVP of Equipment Leasing Group; President and CEO of two parent company subisidaries, Resources Industrial Bank and Resources Trailer Leasing.
Practicing Attorney doing major M&A transactions.
Greater New York City Area
Associate Attorney in the Corporate Department.
Other employees you can reach at summitfinancial.com. View company contacts for 148 employees →
Brian Barthold, Chfc
Colleague at Summit Financial, LlcParsippany, New Jersey, United States
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Charity Powell
Colleague at Summit Financial, LlcCrystal Springs, Mississippi, United States
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Michael Striffler
Colleague at Summit Financial, LlcLong Valley, New Jersey, United States
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Michael Macdougal
Colleague at Summit Financial, LlcMontville, New Jersey, United States
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Tom Michelin
Colleague at Summit Financial, LlcLedgewood, New Jersey, United States
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Jessica Falco
Colleague at Summit Financial, LlcNew York City Metropolitan Area, United States
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Erica Perez
Colleague at Summit Financial, LlcParsippany, New Jersey, United States
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Valerie Licalsi
Colleague at Summit Financial, LlcUnited States
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Maria Roman
Colleague at Summit Financial, LlcBloomfield, New Jersey, United States
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Ram M
Colleague at Summit Financial, LlcAtlanta, Georgia, United States
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Activities and Societies: Moot Court CommitteeWien Scholarship Scholar
Activities and Societies: German Literature Major; Chemistry Minor.Phi Beta Kappa; General Motors Scholarship.
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Bruce Resnik works for Summit Financial, LLC.
Bruce Resnik is listed as Senior Wealth Advisor at Summit Financial, LLC.
AeroLeads has found 1 work email signal at @summitfinancial.com for Bruce Resnik at Summit Financial, LLC.
AeroLeads has found 2 phone signal(s) with area code 212 for Bruce Resnik at Summit Financial, LLC.
Bruce Resnik is based in New York, United States while working with Summit Financial, LLC.
Bruce Resnik has worked for Summit Financial, Llc, Ubs Financial Services, Blr Moneymatters Llc, Youthstream Media Networks, Inc., and Grey Global Group.
Bruce Resnik's colleagues at Summit Financial, LLC include Brian Barthold, Chfc, Charity Powell, Michael Striffler, Michael Macdougal, and Tom Michelin.
You can use AeroLeads to view verified contact signals for Bruce Resnik at Summit Financial, LLC, including work email, phone, and LinkedIn data when available.
Bruce Resnik holds Mba from Columbia University - Columbia Business School.
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