Contact Information
Company Information
Industry
financial services
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
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MessageCEO tracks 11,960 executives in the financial services sector.
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We have verified contacts for 2 executives at Summit Financial.
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1,484 executive contacts are available in New Jersey.
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Our database includes 201,468 c suite-level executives.
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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
Related Executives
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.
Last updated: August 9, 2026
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