Summer Caudle Email & Phone Number
Director of Operations @ Scissortail Wealth Management
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Summer Caudle Location
- Tulsa, OK, US
Summer Caudle Work
- Director of Operations @ (November 2018 - Present)
- Senior Registered Client Service Associate @ (February 2009 - November 2018)
- Registered Client Service Associate @ (October 2006 - January 2009)
Summer Caudle Education
- The University of Tulsa
Bachelor of Science (B.S.) (Finance, General)
2001-2003
Summer Caudle Skills
- Business Operations
- Series 7
- Series 63
- Series 31
Summer Caudle Summary
- Summer Caudle, based in Tulsa, OK, US, is currently a Director of Operations at Scissortail Wealth Management. Summer Caudle brings experience from previous roles at UBS Wealth Management and Merrill Lynch. Summer Caudle holds a 2001 - 2003 Bachelor of Science (B.S.) in Finance, General @ The University of Tulsa. With a robust skill set that includes Business Operations, Series 7, Series 63, Series 31 and more. Summer Caudle has 2 emails and 2 mobile phone numbers on RocketReach.
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