Since 2019, Brian C Summe has been working in Multi-Funds, Inc. This expert is a proficient Director Midwest Oh, Ky, In with over 27 years of work experience. According to Brian's CV and work profile, Brian C Summe has worked at more than five companies with diverse backgrounds and got different skills. Brian attended school at the The Wharton School from 2018. Brian has professional certification in Licensed General Securities Nyse/Finra Registered Representative (Series 7) and Registered Representative Uniform Securities Agent (Series 63). Brian can be found in Cincinnati, Ohio – where this person is currently located. You can search for Brian's phone number and email. We can also provide you exhaustive contact information upon request.
Name variants:
Bryan Summe,
Bryant Summe
Last updated Jun 28, 2024
Contact Information
Last Update
Jul 12, 2022
Email
fu**@msn.com, bs**@oppenheimerfunds.com
Location
Cincinnati, OH
Company
Workplace
Colleagues
Work History
Director Midwest Oh, Ky, In
Multi-Funds LLc, partners with, and represents unique asset management firms, that manage high active share investment strategies - Mutual Funds, SMA, Private Equity, Alternatives, Interval ...
from Jun 2019
Senior Consultant, Regional Director of Distribution, Vice President
1555 Peachtree St, Atlanta, GA 30309
Senior Advisor Consultant, Vice President and Regional Director of Distribution for OppenheimerFunds, Inc. In this capacity, I manage a team that is responsible for all distribution of Oppen...
1998 — May 2019
Member
29 Orinda Way #415, Orinda, CA 94563
Keiretsu Forum Midwest is headquartered in Cincinnati, Ohio. The Chapter's footprint includes: Ohio, Illinois, Michigan, Indiana, Missouri, and Kentucky. Keiretsu Forum was founded in the Sa...
Jun 2016 — Jun 2016
Vice President
1585 Broadway, New York, NY 10003
Morgan Stanley Asset Management. I was responsible for all distribution of Morgan Stanley Asset Management's investment portfolios and raising investment capital from the Broker/Dealers, Reg...
May 1993 — Dec 1997
Education
Occupations
Executive
Director
Financial Broker
Financial Consultant
Sales Specialist
Agent
Senior Advisor
Region Manager
Vice President
Counselor
Operations Manager
Financial Services Professional
Financial Services Sales Agent
Sales Representative
Advisor
Area Manager
Managers
Chief Executive
Skills
Mutual Funds
Asset Management
Investments
Retirement Planning
Securities
Financial Advisory
Investment Strategies
Wealth Management
Asset Allocation
Bonds
Financial Services
Retirement
Finance
Portfolio Management
Alternative Investments
Investment Management
Asset Managment
Wealth
Insurance
Separately Managed Accounts
Hedge Funds
Private Equity
Wealth Management Services
Municipal Bonds
Capital Markets
Philanthropy
Team Leadership
Family Office
Financial Literacy Training
FAQs about Brian C Summe
What is the main profession of Brian C Summe?
Brian C Summe is a Director Midwest Oh, Ky, In.
What are the main profession of Brian C Summe?
These person's professions are Executive and Director
Where does Brian C Summe live?
Brian C Summe currently lives in Cincinnati, Ohio.
Does Brian have the email address?
fu**@msn.com and bs**@oppenheimerfunds.com is The professional's email address.
How many companies did Brian C Summe work at?
Brian C Summe worked at five jobs.
What education does Brian C Summe have?
Brian studied at the Wharton School from 2018.
What are the certifications of Brian C Summe?
This expert received the following certifications: Licensed General Securities Nyse/Finra Registered Representative (Series 7) and Registered Representative Uniform Securities Agent (Series 63).
Are there any professional industries Brian C Summe works in?
This professional works in Investment Management industry.