Assunta McLane Email & Phone Number
Managing Director | Senior Wealth Advisor @ Summit Place Financial Advisors
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Assunta McLane Location
- Summit, NJ, US
Assunta McLane Work
- 2023 -now Managing Director | Senior Wealth Advisor @
- 2021 -2023 Vice President | Senior Wealth Advisor @
- 2020 -2021 Vice President, Wealth Advisor @
- 2018 -2020 Wealth Management Advisor @
- 2014 -2018 Relationship Management Officer @
- 2012 -2014 Wealth Advisory Associate @
- 2012 -2012 Senior Tax Accountant @
- 2009 -2012 Senior Tax Consultant- Business Tax Services @
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
- Bookkeeping
- Big 4
- Microsoft Excel
- CPA
- Payroll Taxes
- Financial Planning
- Financial Statements
- Internal Controls
- Management
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 and 1 mobile phone numbers on RocketReach.
Looking for a different Assunta McLane?
Find contact details for 700 million professionals.
Others Named Assunta McLane
Top Summit Place Financial Advisors Employees
Paul Vella
Portfolio Analyst
New York, United States
Elaina Fpqp
Director of Operations
Caldwell, NJ, US
Assunta McLane
Managing Director | Senior Wealth Advisor
Summit, NJ, US
Kate Feeney
Vice President, Wealth Advisor
Summit, NJ, US
Liz Miller
Founder and President
Summit, NJ, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co