Kevin Sumner Email & Phone Number
Management Associate, Wealth Advisory @ Glenmede
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Kevin Sumner Location
- New Castle, DE, US
Kevin Sumner Work
- 2026 -now Management Associate, Wealth Advisory @
- 2024 -2026 Senior Wealth Associate @
- 2023 -2024 Wealth Senior Client Service Associate @
- 2018 -2024 Client Administrator - Wealth Advisory Services @
- 2014 -2018 Corporate Trust Analyst I @
- 2014 -2014 Project Accountant @
- 2013 -2013 Tax Assistant @
- 2012 -2012 Summer Intern @
Kevin Sumner Education
- Kutztown University of Pennsylvania
Bachelor of Science (B.S.) (Business Administration/ Accounting)
2009-2013
Kevin Sumner Skills
- Microsoft Office
- Financial Reporting
- Foreign Wire
- Microsoft Excel
- Accounting
- Transtar Securities System
- Accounts Receivable
- Trustware Accounting Software
- Onesource Property Tax
- Data Entry
- Financial Accounting
Kevin Sumner Summary
- Kevin Sumner, based in New Castle, DE, US, is currently a Management Associate, Wealth Advisory at Glenmede. Kevin Sumner brings experience from previous roles at Wilmington Trust. Kevin Sumner holds a 2009 - 2013 Bachelor of Science (B.S.) in Business Administration/ Accounting @ Kutztown University of Pennsylvania. With a robust skill set that includes Microsoft Office, Financial Reporting, Foreign Wire, Microsoft Excel, Accounting and more. Kevin Sumner has 1 emails and 1 mobile phone numbers on RocketReach.
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