Cynthia Rottini

Investment Coordinator at Summit Financial

Cynthia Rottini is an experienced professional in investment management and program development, currently serving as Investment Coordinator at Summit Financial, LLC since November 2010. In this role, Cynthia provides essential support to Private Wealth Advisor by coordinating all aspects of investment management and ensuring adherence to applicable regulations. Previously, Cynthia held the position of Executive Assistant, supporting a Financial Planner in managing investments and insurance for a large client base. Prior experience includes serving as Program Director at Meadowlands Area YMCA, where development and implementation of instructional programming were key responsibilities, and as a Systems Analyst at Crum & Forster, focusing on software solutions for internal clients. Cynthia earned a BA in Economics from William & Mary from 1978 to 1982.

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Wood-Ridge, United States

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Summit Financial

Summit Financial, LLC, delivers comprehensive fee-based financial planning services to high net worth individuals such as successful business owners, Wall Street executives, members of the entertainment industry, sports figures and high net worth individuals from all industries.


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201-500

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