Bob Sumrall's Location
Larkspur, CO, US
Bob Sumrall's Work
- Dealer Transition Manager @ A2Z Sync
- Software Dealership Training Manager @ A2Z Sync
- Client Advisor @ Schomp BMW
- Director Of Development @ Unbridled Wealth
- Wealth Advisor @ Unbridled Wealth
- Regional Vice President @ AXA Advisors, LLC
- National Vice President, Director of Agencies @ Ameritas
- Vice President, Regional Sales Manager @ ING
- Senior Field Director @ New York Life
- Regional Director @ MassMutual
Bob Sumrall's Education
- The American College
Masters of Science in Financial Services (MSFS)
2010 - 2015 - California State University-Long Beach
Bachelor's degree (Business Administration with option in Professional Accounting)
1977 - 1987 - The American College
Chartered Advisor in Philanthropy (CAP)
2010 - 2011
- The American College
Chartered Life Underwriter (CLU)
1987 - 2003 - The American College
Chartered Financial Consultant (ChFC)
1987 - 2003 - Western State College of Law
Candidate for JD (Law)
1989 - 1992 - Cypress College
Associate of Science (AS) (LIfe Science with option in Pre-Medical Science)
1975 - 1978
Bob Sumrall's Skills
- 401k
- Account Management
- Business Planning
- Coaching
- Customer Service
- Disability Insurance
- Employee Benefits
- Fixed Annuities
- Health Insurance
- Insurance
Bob Sumrall's Summary
Bob Sumrall, based in Larkspur, CO, US, is currently a Dealer Transition Manager at A2Z Sync, bringing experience from previous roles at A2Z Sync, Schomp BMW and Unbridled Wealth. Bob Sumrall holds a 2010 - 2015 Masters of Science in Financial Services (MSFS) @ The American College. With a robust skill set that includes 401k, Account Management, Business Planning, Coaching, Customer Service and more, Bob Sumrall contributes valuable insights to the industry. Bob Sumrall has 5 emails and 1 mobile phone number on RocketReach.
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Jerrod Kay
Help Desk Lead and Implementation Specialist at A2Z Sync
Denver, Colorado, United States31 -
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