Nathan Bennett Location
San Ramon, CA, US
Nathan Bennett Work
- 2006 - now Managing Partner @ Summit Financial Group, LLC
- 2014 - now Board Member @ Rooms of Hope
- 2002 - 2023 Member @ Premier Resource Group
Nathan Bennett Education
- University of Minnesota - Carlson School of Management1998 - 2000
Nathan Bennett Skills
- Planning
- Summit
- Certified Financial Planner
- Movimiento Integral De Familias
- Asesoramiento Fiscal Para Expatriados
- Asesoramiento Laboral Para Expatriados
- Insurance
- Financial Services
Nathan Bennett Summary
Nathan Bennett, based in San Ramon, CA, US, is currently a Managing Partner at Summit Financial Group, LLC. Nathan Bennett brings experience from previous roles at Rooms of Hope and Premier Resource Group. Nathan Bennett holds a 1998 - 2000 University of Minnesota - Carlson School of Management. With a robust skill set that includes Planning, Summit, Certified Financial Planner, Movimiento Integral De Familias, Asesoramiento Fiscal Para Expatriados and more. Nathan Bennett has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Summit Financial Group, LLC Employees
-
Nathan Bennett
Managing Partner at Summit Financial Group, LLC
San Ramon, CA, US23 -
35+ -
Erin Haubner
Director of HR and Operations at Summit Financial Group, LLC
California, United States34 -
Jay Gilson
Senior Director at Summit Financial Group, LLC
California, United States25+ -
Aaron Peabody
Financial Advisor, CFP® at Summit Financial Group, LLC
San Ramon, CA, US23 -
Connor Merrigan
Financial Advisor at Summit Financial Group, LLC
San Ramon, CA, US11 -
Gina Morais
Financial Advisor, CFP® at Summit Financial Group, LLC
San Ramon, CA, US45+ -
Justin Ward
Associate Financial Advisor at Summit Financial Group, LLC
San Ramon, CA, US11 -
John O'Dea
Financial Advisor at Summit Financial Group, LLC
California, United States11 -
Kim Damiani
Financial Advisor at Summit Financial Group, LLC
San Ramon, CA, US11 -
Cody Smith
Financial Advisor, CFP®, CEBC® at Summit Financial Group, LLC
San Ramon, CA, US35+ -
Collin Sapp
Senior Client Service Coordinator at Summit Financial Group, LLC
Walnut Creek, CA, US24 -
Aimee David
Executive Assistant at Summit Financial Group, LLC
California, United States1
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