Summer Roberts Email & Phone Number
Managing Director
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Summer Roberts Location
- Atlanta, GA, US
Summer Roberts Work
- Managing Director @ Family Capital Advisors, LLC (April 2018 - Present)
- Managing Director @ Lakeview Capital Partners (February 2014 - March 2018)
- Financial Advisor @ (April 2012 - February 2014)
- Financial Advisor @ Morgan Keegan & Co. (January 2007 - April 2012)
- Client Analyst @ (September 2001 - January 2007)
Summer Roberts Education
- University of Florida
Bachelor of Science (B.S.) (Finance, General)
1998-2000 - Brevard College
Associate of Arts (AA) (Accounting and Finance)
1996-1998
Summer Roberts Skills
- Retirement
- Financial Analysis
- Tax
- Financial Reporting
- Retirement Planning
- Accounting
- Retirement Plan Consulting
- Profit Sharing
- 401k
- GAAP
- Income Tax
- Financial Accounting
- CPA
- Internal Controls
- Auditing
- Tax Preparation
- Business Valuation
- US GAAP
- Mutual Funds
Summer Roberts Summary
- Summer Roberts, based in Atlanta, GA, US, is currently a Managing Director at Family Capital Advisors, LLC. Summer Roberts brings experience from previous roles at Lakeview Capital Partners, Habif, Arogeti & Wynne,LLP, Morgan Keegan & Co. and The Coca-Cola Company. Summer Roberts holds a 1998 - 2000 Bachelor of Science (B.S.) in Finance, General @ University of Florida. With a robust skill set that includes Retirement, Financial Analysis, Tax, Financial Reporting, Retirement Planning and more. Summer Roberts has 1 mobile phone numbers on RocketReach.
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