Liz Miller, CFP®, CFA
President at Summit Place Financial Advisors- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Summit, New Jersey, United States, JE
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Credentials
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Certified Financial Planner (CFP®)
CFP Board -
Chartered Financial Analyst (CFA)
CFA Institute
Experience
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Summit Place Financial Advisors
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United States
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Financial Services
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1 - 100 Employee
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President
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2008 - Present
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Managing Director
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1994 - 2008
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OppenheimerFunds
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United States
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Investment Management
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500 - 600 Employee
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Associate Portfolio Manager
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1992 - 1994
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First Boston
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Financial Services
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1 - 100 Employee
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Security Analyst in Proprietary Trading
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1989 - 1990
Title: Associate
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M&A Analyst
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1987 - 1989
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Education
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1983 - 1987
The Wharton School
BS, Finance and Marketing -
1990 - 1993
Columbia University in the City of New York
MA
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