Lance Packer
Sr Financial Adviser @Summit Global Investments
Phoenix, AZ, US
EMAILS
l••••••••@sgiam.com
MOBILE NUMBERS
+14•••••••35
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WORK HISTORY
Aug 2023 — Present
Sr Financial Adviser @Summit Global Investments
View department →
Gilbert, AZ, US
I\'m able to serve people that are just starting to invest, and those that have $1M or more, with unique solutions not available at most other firms. I am excited to help clients accelerate their investment portfolios.
SKILLS
SemiconductorsDebuggingEmbedded SystemsIntelDevice DriversElectronicsIntegrated Circuit DesignCross-Functional Team LeadershipEmbedded SoftwareHardware ArchitectureProduct MarketingProduct ManagementProduct DevelopmentStrategic PlanningLeadershipProgram ManagementManufacturingSocManagementGo-to-Market StrategyFinancial Services401k Rollovers401(K) Retirement Savings Plans
ABOUT LANCE PACKER
Sr. Financial Adviser at Summit Global Private Wealth
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