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Bruce L. Resnik, JD, MBA, CPA

Summit Financial Resources, Inc.
4 Campus Drive, 2nd Floor
Parsippany, NJ 07054
Tel: 973-285-3600   Direct Line: 973-285-4563
bresnik@sfr1.com

Education:
• Columbia University Graduate School of Business, MBA
• Columbia University School of Law, JD
• The Johns Hopkins University, BA (Phi Beta Kappa)

Credentials:
• Member of the Bar, State of New York
• Certified Public Accountant, New York

Specializations:
• Comprehensive Financial Planning
• Intergenerational Wealth Transfer
• Retirement Planning
• Investment Management
• Estate Planning
• Financial Planning for Civil Unions/Partnerships

Business Experience:
• Financial Consultant, Summit Financial Resources, Inc.
• Financial Advisor, UBS Financial Services, Inc.
• CFO of both public and private companies.
• Mergers and Acquisitions attorney at Skadden, Arps,
   Slate, Meagher and Flom.
• Auditor, PricewaterhouseCoopers LLC
• U.S. Navy Officer, 1969-1972.

Personal:
Serving clients nationwide, Bruce and his wife live in New York City with their two sons. He is a member of the New York State Bar Association, the Association of the Bar of the City of New York and the New York State Society of CPA’s.