Summit Wealth Systems
Bethany Lorden has a diverse work experience spanning over 17 years. Currently, they serve as the Chief of Staff and Culture at Summit Wealth Systems since August 2022. Prior to this, they worked at Mercer Advisors from July 2018 to July 2022 as a Senior Executive Assistant and Event Manager. Before that, they held the position of Executive Assistant at Advent Software- Black Diamond from March 2009 to July 2018. Bethany also worked as an Executive Assistant at Taleo from July 2008 to March 2009, at Vurv Technology from June 2007 to July 2008, and as a Deposit Control Analyst at Merrill Lynch from December 2005 to June 2007.
Bethany Lorden attended Daytona State College from 2003 to 2005, where they obtained an Associate of Arts (AA) degree in Communications.
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Summit Wealth Systems
Summit Wealth Systems is a cloud software company that enables wealth managers and their clients with abundance. It provides a cloud-based and mobile software platform for wealth managers to manage and improve their client relationships. By developing each firm's own private tech stack, the company uses cloud-native technologies to enableadvisors to design their own personalized, modern, mobile, and desktop applications. Summit combines personalized wealth modeling, financial planning, and advisor-client collaboration tools with portfolio management and performance reporting capabilities to provide advisors and their clients with a more humanized wealth experience.