Bob Summa Email & Phone Number
Senior Vice President Business Development @ Benefit Bank Distributors, Inc
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Bob Summa Location
- New Hartford, CT, US
Bob Summa Work
- 2024 - now Senior Vice President Business Development @
- 2018 - 2024 National Account Manager @
- 2014 - 2018 Director of National Accounts @
- 2010 - 2014 SVP, New Business Development @ Cetera Financial Institutions
- 2008 - 2009 SVP, Managed Programs @
- 2002 - 2008 SVP, National Sales Manager @ Independent Financial Marketing Group
- 1999 - 2002 EVP, National Sales Manager @
- 1996 - 1999 SVP, Eastern Division Manager @
- 1993 - 1996 SVP, National Director of New Business Development @
- 1985 - 1990 Financial Services Director @ Society for Savings
Bob Summa Education
- The University of Connecticut
(Finance)
Bob Summa Skills
- Financial Services
- Relationship Management
- New Business Development
- Life Insurance
- Executive Management
- Asset Allocation
- Financial Analysis
- Program Management
- Sales
- Management
- Investment Advisory
- Financial Advisory
- Due Diligence
- Business Development
- Alternative Investments
- 401k
- Leadership
- Retirement Planning
- Risk Management
- Sales Management
- Series 63
- Series 6
- Wealth Management
- Project Management
- Process Improvement
- Equities
- Public Speaking
- Customer Service
Bob Summa Summary
- Bob Summa, based in New Hartford, CT, US, is currently a Senior Vice President Business Development at Benefit Bank Distributors, Inc. Bob Summa brings experience from previous roles at Protective Life, Liberty Mutual Insurance, Cetera Financial Institutions and LPL Financial Institution Services. Bob Summa holds a The University of Connecticut. With a robust skill set that includes Financial Services, Relationship Management, New Business Development, Life Insurance, Executive Management and more. Bob Summa has 4 emails and 2 mobile phone numbers on RocketReach.
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