Assunta McLane Email & Phone Number
Managing Director | Senior Wealth Advisor @ Summit Place Financial Advisors
Assunta McLane Location
Summit, NJ, US
Assunta McLane Work
- 2023 - now Managing Director | Senior Wealth Advisor @ Summit Place Financial Advisors
- 2021 - 2023 Vice President | Senior Wealth Advisor @ Summit Place Financial Advisors
- 2020 - 2021 Vice President, Wealth Advisor @ Summit Place Financial Advisors
- 2018 - 2020 Wealth Management Advisor @ Summit Place Financial Advisors
- 2014 - 2018 Relationship Management Officer @ Glenmede
- 2012 - 2014 Wealth Advisory Associate @ Glenmede
- 2012 - 2012 Senior Tax Accountant @ Rothstein Kass
- 2009 - 2012 Senior Tax Consultant- Business Tax Services @ Deloitte
Assunta McLane Education
- Centenary University
MBA (Finance)
2008 - 2010 - Fairleigh Dickinson University-Florham Campus
Bachelor (Accounting)
2004 - 2008
Assunta McLane Skills
- Accounting
- Holistic Financial Planning
- Personal Financial Planning
- Auditing
- Wealth Advising
- Finance
- QuickBooks
- Tax
- Strategic Financial Planning
- Tax Preparation
Assunta McLane Summary
Assunta McLane, based in Summit, NJ, US, is currently a Managing Director | Senior Wealth Advisor at Summit Place Financial Advisors. Assunta McLane brings experience from previous roles at Summit Place Financial Advisors and Glenmede. Assunta McLane holds a 2008 - 2010 MBA in Finance @ Centenary University. With a robust skill set that includes Accounting, Holistic Financial Planning, Personal Financial Planning, Auditing, Wealth Advising and more. Assunta McLane has 1 emails on RocketReach.
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Top Summit Place Financial Advisors Employees
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Paul Vella
Portfolio Analyst at Summit Place Financial Advisors
New York, United States3
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