Joseph Summa Email and Phone Number
Managing Director
at
Ascent Wealth Partners, Llc
Joseph Summa's email is joes@ascentwp.com
and
Joseph Summa's phone number is +1315-624-7300
.
Joseph Summa Contact Details
Email
joes@ascentwp.com
Phone
+1315-624-7300
Joseph Summa Company Details
Location
New Hartford, New York, United States
Industry
Investment Management
Joseph Summa's Current Company
Ascent Wealth Partners, Llc
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Industry | Investment Management |
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Location | New Hartford, New York, United States |
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Industry | Investment Management |
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Location | New Hartford, New York, United States |
Joseph Summa's Experience and Education
Work Experience
Financial Planning Associate
2009-12 to 2011-09
Utica, New York, United States
Managing Director
2011-09 to Unknown
New Hartford, New York, United States
Education
Bachelor Of Science in Finance
1998 to 2002
Syracuse, New York, United States
Frequently Asked Questions about Joseph Summa
What company does Joseph Summa work for?
Joseph Summa works for Ascent Wealth Partners, Llc
What is Joseph Summa's role in his workplace?
Joseph Summa's role in his workplace is
Managing Director .
Which industry does Joseph Summa work in currently?
Joseph Summa works in the industry
Investment Management.
What is Joseph Summa's email address?
Joseph Summa's email address is joes@ascentwp.com
What is Joseph Summa's direct phone number?
Joseph Summa's direct phone number is +1315-624-7300
What schools did Joseph Summa attended?
Joseph Summa attended
Syracuse University Martin J. Whitman School Of Management.
What are some of Joseph Summa's skills?
Joseph Summa has skills like
Investments,
Financial Planning,
Asset Allocation,
Valuation,
Investment Management,
Estate Planning,
Alternative Investments,
Financial Analysis,
Asset Management,
Equity Trading,
Options Strategies,
Strategic Financial Planning,
Fixed Income Strategies,
and
Qualified Retirement Plans.
Who are Joseph Summa's colleagues?
Joseph Summa's colleagues are
Nancy Kowalczyk,
Neil Edmonds,
Mark Moshier,
Brian Grady,
Trevor Hagy,
Christopher Lai,
and
Lara Dalmata.
Who are Joseph Summa's peers at other companies?
Joseph Summa's peers at other companies are
John Cool,
Susan Francois,
Gabriel Schiopu,
Amit Agarwal,
Vinay Manjeshwar,
Hafiz Roslan,
and
Paul Catering.
