Kris Sumner Email & Phone Number
Chief Compliance Officer @ Evermay Wealth Management, LLC
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Kris Sumner Location
- Ashburn, VA, US
Kris Sumner Work
- Chief Compliance Officer @ (May 2023 - Present)
- Vice President and Chief Compliance Officer E*TRADE Capital Management, LLC @ (April 2017 - May 2022)
- Deputy Chief Compliance Officer @ (February 2004 - April 2017)
- Chief Compliance Officer @ Kobren Insight Management, an E*TRADE Financial Wealth Management Company (February 2010 - February 2011)
- Enforcement Compliance Examiner @ (June 2000 - February 2004)
- Regulatory Compliance Analyst @ (January 2002 - January 2004)
Kris Sumner Education
- Georgetown University
Professional Development Certificate (Financial Planning)
2006-2006 - James Madison University
BBA (Management, Economics)
1992-1996
Kris Sumner Summary
- Kris Sumner, based in Ashburn, VA, US, is currently a Chief Compliance Officer at Evermay Wealth Management, LLC. Kris Sumner brings experience from previous roles at E*TRADE from Morgan Stanley, Kobren Insight Management, an E*TRADE Financial Wealth Management Company and Financial Industry Regulatory Authority (FINRA). Kris Sumner holds a 2006 - 2006 Professional Development Certificate in Financial Planning @ Georgetown University. Kris Sumner has 2 emails and 3 mobile phone numbers on RocketReach.
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