AS

Anthony Sperling

Co-Founder + COO at Summit Wealth Systems

Anthony Sperling has a diverse work experience spanning several industries. Starting in 1990, they worked as an Analyst at Lawrence Johnson & Assoc. In 1991, they moved on to become a Portfolio Analyst at Harris Bretall Sullivan and Smith. From 1993 to 2004, they held various roles at Advent Software, including Implementation Consultant, Director of Product Marketing, Director of Consulting Services, and Vice President of Sales and Services. During their time at Advent Software, they managed customer experience, oversaw important business units, and generated significant revenue. In 2005, Sperling became the Senior Vice President of Services at Advent Software, responsible for managing the customer experience of the company's core business. In 2009, they became the SVP and General Manager, leading various teams and overseeing the company's largest business unit. From 2013 to 2015, they served as the Executive Vice President of Global Customer Experience, managing relationships with thousands of clients worldwide. In 2016, they joined AES as a Technology Advisor and Investor. In 2017, Sperling became an Advisor for Copilot - Meetings into Action. Lastly, in 2019, they co-founded Summit Wealth Systems and took on the role of Co-Founder and COO.

Anthony Sperling's education history begins in 1986 when they enrolled at the University of Wisconsin-River Falls. Anthony pursued a Bachelor of Science (B.S.) degree in Business Administration and completed their studies in 1990.

In 2003, Anthony attended Harvard Business School for executive education. Although the specific degree obtained is not mentioned, they focused on High Potentials Leadership during this program.

In 2005, Anthony joined the Stanford University Graduate School of Business for executive education as well. Anthony participated in a program called Influence and Negotiations, further developing their skills in this area.

Overall, Anthony's education includes a Bachelor of Science degree in Business Administration from the University of Wisconsin-River Falls and executive education programs at both Harvard Business School and Stanford University Graduate School of Business.

Links


Org chart

Sign up to view 1 direct report

Get started