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
- Senior Vice President Business Development @ (October 2024 - Present)
- National Account Manager @ (May 2018 - September 2024)
- Director of National Accounts @ (January 2014 - May 2018)
- SVP, New Business Development @ Cetera Financial Institutions (January 2010 - January 2014)
- SVP, Managed Programs @ (January 2008 - July 2009)
- SVP, National Sales Manager @ Independent Financial Marketing Group (January 2002 - January 2008)
- EVP, National Sales Manager @ (January 1999 - January 2002)
- SVP, Eastern Division Manager @ (January 1996 - January 1999)
- SVP, National Director of New Business Development @ (January 1993 - January 1996)
- Financial Services Director @ Society for Savings (January 1985 - January 1990)
Bob Summa Education
- 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 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 5 emails and 1 mobile phone numbers on RocketReach.
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