SP

Steve Pfundstein

Chief Technology Officer

Summit Financial

Chatham, New Jersey


Contact Information

Email
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LinkedIn

Company Information

Company
Summit Financial
Industry
financial services
Employees
280.0
Seniority
C suite
Annual Revenue
39900000.0

Professional Summary

Steve Pfundstein serves as Chief Technology Officer at Summit Financial. Summit Financial operates in the financial services sector with approximately 280.0 employees. The company is headquartered in Chatham, New Jersey. Summit Financial generates annual revenue of 39900000.0.

Industry & Role Insights

  • MessageCEO tracks 11,960 executives in the financial services sector.
  • We have verified contacts for 2 executives at Summit Financial.
  • 1,484 executive contacts are available in New Jersey.
  • Our database includes 201,468 c suite-level executives.

Technologies

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Keywords

investment advisory financial planning independent advisors client experience holistic planning advisor solutions growth capital strategic partnerships summitvantage technology financial freedom risk management wealth management fiduciary services advisor-driven decisions custom financial plans support resources business consultation client relationships enterprise value compliance support integrated platform succession planning peer collaboration independent wealth management business optimization technology integration fundamental investment strategies insurance brokerage strategic capital access advisor development regulatory compliance investment management custom portfolios financial advisor retention team collaboration breakaway advisors client-focused services advanced technology tools financial insights market evaluations tax planning personalized services private wealth services professional strategy team consultative approach robust investment strategies long-term growth market volatility comprehensive solutions equity ownership financial services financial advising investing

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Stan Gregor Chairman, CEO & Executive Managing Partner at Summit Financial
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Outreach Guidance — financial services Sector

Financial services executives like Steve Pfundstein prioritize security, compliance (SOC 2, SOX), and integration with existing systems. Reference industry-specific regulatory requirements and provide case studies from peer institutions.

Steve Pfundstein's Position in the MessageCEO Database

  • Steve Pfundstein is 1 of 2 verified executive contacts we track at Summit Financial.
  • 11,735 verified executive contacts in financial services are in the MessageCEO database.
  • 1,385 verified executive contacts in New Jersey are in the database.
  • 122 verified contacts work at financial services companies in the 280.0 employee range (same size as Summit Financial).

Executive contact data compiled from public business filings, LinkedIn public profiles, company press materials, and verified outbound email testing. We do not publish personal addresses or sensitive identifiers. Methodology & sources · Removal requests handled at /remove-info · Updated August 2026.

Frequently Asked Questions

How do I reach Steve Pfundstein directly?

Steve Pfundstein's verified email address is available to MessageCEO Pro subscribers. They currently serve as Chief Technology Officer at Summit Financial. Access direct contact info to skip gatekeepers and reach the decision maker.

What company does Steve Pfundstein work for?

Steve Pfundstein is Chief Technology Officer at Summit Financial, a company in the financial services sector with 280.0 employees. The company is based in Chatham, New Jersey.

Can I pitch or sell to Steve Pfundstein?

As Chief Technology Officer at Summit Financial, Steve Pfundstein is a key decision-maker in the financial services sector. MessageCEO Pro gives you verified email to reach Steve Pfundstein directly — ideal for B2B sales, partnerships, and executive recruiting.

What industry is Steve Pfundstein in?

Steve Pfundstein works in the financial services industry as Chief Technology Officer at Summit Financial. MessageCEO provides verified contact information for executives across all major industries.

Is Steve Pfundstein's contact information verified?

Yes. MessageCEO verifies executive contact information through multiple data sources and regular validation checks. Steve Pfundstein's profile is kept up-to-date with the latest available information.

Verified Profile
Last updated: August 9, 2026

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