Kevin Sumner Email & Phone Number
Management Associate, Wealth Advisory @ Glenmede
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Kevin Sumner Location
- New Castle, DE, US
Kevin Sumner Work
- Management Associate, Wealth Advisory @ (April 2026 - Present)
- Senior Wealth Associate @ (June 2024 - April 2026)
- Wealth Senior Client Service Associate @ (February 2023 - June 2024)
- Client Administrator - Wealth Advisory Services @ (September 2018 - June 2024)
- Corporate Trust Analyst I @ (September 2014 - September 2018)
- Project Accountant @ (January 2014 - June 2014)
- Tax Assistant @ (July 2013 - December 2013)
- Summer Intern @ (May 2012 - August 2012)
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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