David Summers Location
- Atlanta, GA, US
David Summers Work
- 2002 - now Financial Planner @ Cornerstone Financial
- 1998 - 2002 Business Analyst @ Sprint
- 1993 - 1998 Financial Analyst @ Sprint
David Summers Education
- University of Florida
BSBA (Computer Science, minor in Finance)
1984 - 1989 - Great Valley High School, Malvern, PA 1980 - 1984
David Summers Skills
- Wealth Management
- Retirement Planning
- Estate Planning
- Strategic Financial Planning
- Investments
- Financial Analysis
- Microsoft Excel
- Financial Modeling
- Microsoft Office
- Customer Service
- Risk Management
- New Business Development
- Project Management
- Leadership
- Management
- Mutual Funds
- Budgets
- Strategic Planning
- Access
- Research
- Financial Advisory
- Series 63
- Banking
- Corporate Finance
- Insurance
- Valuation
- Sales
- Financial Planning
- Portfolio Management
- Forecasting
- Managerial Finance
- Business Analysis
- Business Development
- Negotiation
- Finance
- Process Improvement
- Asset Allocation
- Investment Strategies
- Asset Management
- Credit
- Credit Analysis
- Due Diligence
- Retirement
- Analysis
- Series 7
- Employee Benefits
- Program Management
David Summers Summary
- David Summers, based in Atlanta, GA, US, is currently a Financial Planner at Cornerstone Financial. David Summers brings experience from previous roles at Sprint. David Summers holds a 1984 - 1989 BSBA in Computer Science, minor in Finance @ University of Florida. With a robust skill set that includes Wealth Management, Retirement Planning, Estate Planning, Strategic Financial Planning, Investments and more. David Summers has 2 emails and 3 mobile phone numbers on RocketReach.
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