Summit Financial Strategies, Inc.

summitfin.com
7965 North High Street,
Columbus, OH 43235
Phone:614-885-1115
Fax:614-885-1495

Type:

Private

Employees:

20 - 49

Revenue:

5 - 10 Million

Industry:

Finance->Investment Bank/Brokerage

SIC Code:

6282 - Investment Advice
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Brian Sutliff
Title: Partner
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Liam Hurley
Title: Partner
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Samantha Macchia
Title: Partner
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Ted Saneholtz
Title: Partner
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Katherine Mccartan
Title: Operations Administrator
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Mary Wolf
Title: Portfolio Administrator
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Austen Harrison
Title: Paraplanner
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Nicole Dray
Title: Paraplanner
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Scott Schwartz
Title: Paraplanner
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Sally Francis
Title: Operations Manager
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Tom Davison
Title: Special Projects Coordinator
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Ben Skinner
Title: Staff Financial Advisor
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Brandon Wissinger
Title: Staff Financial Advisor
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Joe Reardon
Title: Senior Financial Advisor
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Kevin Spray
Title: Staff Financial Advisor
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Ryan Oravetz
Title: Staff Financial Advisor
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Mike Scherer
Title: Financial Advisor
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Mark Coffey
Title: Senior Financial Advisor
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Luke Salcone
Title: Staff Financial Advisor
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Tim Swain
Title: Financial Advisor
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Wendy Trout
Title: Senior Financial Advisor
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William Whitaker
Title: Senior Financial Advisor
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Chris Cea
Title: Office Manager
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Lesa Fitzpatrick
Title: Database Manager & Trader
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Ted Saneholtz
Title: CEO
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Liam Hurley
Title: VP/Principal
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Brian Sutliff
Title: VP/Principal
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Brian Babcock
Title: VP
Executive 781-863-1464 Sign Up Sign Up
Joseph Rowek
Title: VP
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Additional Info:

Summit Financial Strategies, Inc. is a Columbus, OH-based company working within the Investment bank/brokerage industry. You can find Summit Financial Strategies, Inc. email format addresses here with the domain @summitfin.com. If you sign up for our free trial you will see our email@summitfin.com addresses.

Company Background:

Full company description is available with the free trial.

Ceo Reference:

Ted Saneholtz
Ted Saneholtz is Summit Financial Strategies, Inc.'s CEO. Their CEO is Ted Saneholtz. Their Lead411 profile is categorized under the Investment bank/brokerage industry. If you're checking for Summit Financial Strategies, Inc. email addresses, these are also available on Lead411 with the @summitfin.com email format and possibly Ted Saneholtz's email. Summit Financial Strategies, Inc. is based in Columbus, OH. You can also get Ted Saneholtz's linkedin info, twitter, phone numbers, wiki, and biography on their Lead411 profile. Their contact information is filed under the Investment bank/brokerage category. Some possible email formats for Ted Saneholtz are TSaneholtz@summitfin.com, Ted.Saneholtz@summitfin.com, Ted@summitfin.com, and Ted_Saneholtz@summitfin.com. If you sign up for our free trial you will see our email@summitfin.com addresses.

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