Our Team

David Moe



New Business Coordinator

David Moe is one of our New Business Coordinators at Summit. He has 3 years of industry experience under his belt. David is passionate in his role working with our advisors, clients, and services team. He plays a key role in processing investment and insurance applications, transfers, and performing other account set-up procedures. He holds a bachelor’s degree in psychology from the University of California, Davis, and continued his education in finance and economics.

 

In his free time, David loves to spend time with his friends and family (He adores his nephew and three nieces!). He is interested in sports and is a big 49ers and Warriors fan. He also enjoys cooking and exploring new restaurants.

Check the background of this investment professional on FINRA BrokerCheck

 

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