Nate Pugliese

National Sales Director Years of Experience: 20
Address: 4 Campus Drive, Suite 2, Parsippany, NJ 07054

Nate Pugliese joined Summit Financial LLC as the Executive Vice President of Summit Risk Management and National Sales Director. Nate is instrumental in firm recruiting efforts and down the road, will transition the General Agent role from Steve Weinman. Nate has been with Ameriprise Advisor Group/American Express Financial Advisors for over 20 years in several roles, including most recently, Complex Director. As Complex Director, Nate drove profitability for a large group of Financial Advisors in NJ, PA & DE by growing firm revenue and leading in recruiting results. He has experience recruiting Financial Advisors from wire houses, banks, and other financial firms. Nate received his B.A. in Business Management from Gettysburg College. He lives in Westfield with his wife and twin boys.