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Richard B. Millus, MBA
Summit Financial Resources, Inc.
4 Campus Drive, 2nd Floor
Parsippany, NJ 07054
Tel: 973-285-3600 Direct Line: 973-285-3649
rmillus@sfr1.com
Education:
• Pace University, New York, NY, MBA Finance
• Pace University, Westchester, NY, BBA Mgmt & Law
Specialization:
• Comprehensive Financial Planning
• Estate & Asset Protection Planning
• Business Succession Planning
• Retirement Planning
• Investment Planning
Business Experience:
• Director of Sales and Marketing, Summit Financial
Resources, Inc.
• Assistant Vice President with Citicorp's North American
Investment Bank in New York City
• Director of Financial Planning, Sagemark Consulting
Personal:
Richard and his wife, Marge, live with their three children in
Oradell, NJ where he coaches his son's baseball and
basketball teams. As time permits, he enjoys playing golf and traveling.
