Larisa joined Summit Financial in May of 2014. Over the years, she has held numerous roles at Summit, whereby she currently acts as VP, Compliance and Operations. In that capacity, her main responsibility is to ensure the efficiency and efficacy of Summit’s business procedures. This involves working directly with the firm’s Chief Compliance Officer regarding the ongoing documentation, monitoring, risk assessment, auditing, and evaluation of the firm’s compliance program.
Larisa excels at cultivating relationships and providing consistent client service to Summit’s private wealth clients. She oversees all internal firm activities and functions including staff hiring/training, processing financial requests, and facilitating new account openings/money movement transactions.
Larisa earned a B.S. in Business Administration with a concentration in Finance from Towson University.