Jack Rogers began at Summit Financial in September of 2022. Currently, he serves as Client Service Specialist, whereby his main responsibility is to assist both the investment advisors and operations managers with all sales/service administrative procedures. This ranges from maintaining daily operations of the office to creating personalized custom reporting for clients.
Additionally, Jack works alongside the Investment Committee conducting research for client accounts and drafting financial reports. He supports the investment advisors by organizing internal meetings, tracking trading decisions, and maintaining committee records.
Jack earned a B.S. in Business Administration with a concentration in Investments from Towson University. He served as Secretary for Theta Chi and was a member of the Towson Club lacrosse team.
Jack Rogers began at Summit Financial in September of 2022. Currently, he serves as Client Service Specialist, whereby his main responsibility is to assist both the investment advisors and operations managers with all sales/service administrative procedures. This ranges from maintaining daily operations of the office to creating personalized custom reporting for clients.
Additionally, Jack works alongside the Investment Committee conducting research for client accounts and drafting financial reports. He supports the investment advisors by organizing internal meetings, tracking trading decisions, and maintaining committee records.
Jack earned a B.S. in Business Administration with a concentration in Investments from Towson University. He served as Secretary for Theta Chi and was a member of the Towson Club lacrosse team.
