Mark J. O’Leary
Summit Financial Resources, Inc.
4 Campus Drive, 2nd Floor
Parsippany, NJ 07054
Direct Line: 973-285-3674Email: firstname.lastname@example.org
More than 19 years of experience at Summit Financial Resources, Inc. specializing in solving problems and maximizing opportunities for high net worth families. Extensive client list including Wall Street and corporate executives and business owners; providing specialized solutions for retirees; well-integrated support staff including plan design coordinators and marketing specialist; numerous clients both domestically and within the international community. Mark lives in New Jersey and is the father of three daughters.
- Investment Management
- Diversified Comprehensive Financial Planning
- Sophisticated High Net-Worth Planning
- Detailed Retirement Planning
- Estate Planning
- Insurance Planning
- Principal, Summit Financial Resources, Inc.
- Analyst, Prudential Specialized Finance Group, Newark, NJ
- Short Options Analyst, Shearson Lehman Brothers, New York, NY