gerald o summers cfp® clu® chfc® casl™
lead wealth advisor artifex financial group cincinnati region@ Artifex Financial Group
Cincinnati, Ohio, United States
Gerald Summers
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Union Institute & University
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Tell me more about Gerald Summers?
FlashIntel GPTGerald Summers is a highly experienced professional with 28.7 years of work experience. He possesses a diverse skill set including customer service, sales, leadership, problem solving, and management. Based in Cincinnati, Ohio, Gerald is currently working at Artifex Financial Group as Gerald O. Summers Cfp(r), Clu(r), Chfc(r), Casl(tm). He has also held positions as an independent business owner and senior vice president, vice president, manager. With a focus on fiduciary standards, Gerald is dedicated to providing relevant solutions and addressing financial challenges.
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About
At Artifex Financial we strive to get to know you and understand where you have been and where you would like to go with your financial resources. Critical thinking, problem-solving, and decision-making capabilities in identifying opportunities and providing relevant resolutions for your financial situation can only develop if we truly know you. Focusing on the critical components of fiduciary standards relating to cost, performance, Investment Policy Statement, and Fiduciary Oversite in 401(k) plans.
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gerald o summers cfp® clu® chfc® casl™ lead wealth advisor artifex financial group cincinnati region
General Manager | CFP® | CFC® | CaslTM
Financial Services
Gerald Summers's Professional Milestones
- General Manager | CFP® | CFC® | CaslTM (2019-01-01~): Developed and implemented strategic financial plans, driving operational efficiency and regulatory compliance in the CAFPAC region.
- gerald o summers cfp® clu® chfc® casl™ lead wealth advisor artifex financial group cincinnati region: Driving financial strategies and implementation of initiatives to optimize business efficiency and maximize profitability.
Education
Finance,
Bachelors
Skill
Customer Service
Sales
Leadership
Problem Solving
Management
Certification
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Gerald Summers works for Artifex Financial Group
Gerald Summers's role in Artifex Financial Group is gerald o summers cfp® clu® chfc® casl™ lead wealth advisor artifex financial group cincinnati region
Gerald Summers works in the industry of Financial Services
Gerald Summers's colleagues are Alexander Browning,Jansen Davidson Jr.,Kevin O'Connor
Gerald Summers's latest job experience is gerald o summers cfp® clu® chfc® casl™ lead wealth advisor artifex financial group cincinnati region at Artifex Financial Group
Gerald Summers's latest education in Union Institute & University
