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Summitry Employee Directory

Financial ServicesCalifornia, United States51-200 Employees

Summitry has about 59 employees, all of them in North America. By country, the largest groups are United States Of America (98%) and Canada (2%). Banking and Business make up over half of the profiles with a known department. Summitry's workforce spans 8 departments.

Find Summitry employees' phone numbers or email addresses

Summitry Global Highlights

Location
Employees

North America
62

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  • United States Of America
    61
  • Canada
    1

Summitry's Leadership

  • President at Summitry
    J. S.
    President
    Mobile Phone
  • Owner at Summitry
    J. L.
    Owner
    Mobile Phone
  • Marketing Manager at Summitry
    A. L.
    Marketing Manager
    Mobile Phone
  • Senior Financial Advisor & Advisor Manager at Summitry
    E. H.
    Senior Financial Advisor & Advisor Manager
    Mobile Phone
  • As Compliance Manager at Summitry
    R. C.
    As Compliance Manager
    Mobile Phone
  • Senior Financial Advisor at Summitry
    K. K.
    Senior Financial Advisor
    Mobile Phone
  • Investment Associate at Summitry
    C. T.
    Investment Associate
    Mobile Phone
  • Financial Planning at Summitry
    C. P.
    Financial Planning
    Mobile Phone

Summitry Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Entrepreneurship
  • Finance
  • Human Resources
  • Other
  • Accounting
  • Business Development

Banking is the largest department at 71% of profiles with a known department, followed by Business (11%) and Entrepreneurship (5%).

Contact profiles from Summitry

Name
Title
Contact
Location
Last Update
  • President at Summitry
    J. S.
    President
    Mobile Phone
    Oct 21, 2024
  • Owner at Summitry
    J. L.
    Owner
    Mobile Phone
    Oct 23, 2024
  • Marketing Manager at Summitry
    A. L.
    Marketing Manager
    Mobile Phone
    Bay
    Sep 16, 2026
  • Senior Financial Advisor & Advisor Manager at Summitry
    E. H.
    Senior Financial Advisor & Advisor Manager
    Mobile Phone
    Bay
    Jun 25, 2026
  • As Compliance Manager at Summitry
    R. C.
    As Compliance Manager
    Mobile Phone
    Oct 16, 2024
  • Senior Financial Advisor at Summitry
    K. K.
    Senior Financial Advisor
    Mobile Phone
    Dec 20, 2024
  • Investment Associate at Summitry
    C. T.
    Investment Associate
    Mobile Phone
    Oct 20, 2026
  • Financial Planning at Summitry
    C. P.
    Financial Planning
    Mobile Phone
    Canada, Ontario
    Aug 21, 2024
  • Associate Financial Advisor at Summitry
    D. S.
    Associate Financial Advisor
    Mobile Phone
    Oct 22, 2024
  • Client Service Specialist at Summitry
    M. C.
    Client Service Specialist
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What are the largest departments at Summitry?

Minus sign iconPlus sign iconBanking is the largest department at 71% of profiles with a known department, followed by Business (11%) and Entrepreneurship (5%). Summitry's workforce spans 8 departments.

How many employees does Summitry have currently?

Minus sign iconPlus sign iconSummitry has approximately 59 employees as of October 2026. These team members are located across 1 continents, including North America.

Who are Summitry's key employees and leadership?

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As of October 2026, Summitry's key employees include:

  • President: J. S.
  • Owner: J. L.
  • Marketing Manager: A. L.
  • Senior Financial Advisor & Advisor Manager: E. H.
  • As Compliance Manager: R. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is Summitry's most common email format?

Minus sign iconPlus sign iconSummitry employees' email format typically follows the pattern of First@summitry.com. Trying to find reliable and up-to-date employee contact data? Find more Summitry email formats with LeadIQ.

What is Summitry known for?

Minus sign iconPlus sign iconSummitry was founded in 2003 and operates in the Financial Services industry. Explore Summitry's company overview page for more information.

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