Liz Miller, CFP®, CFA in

Liz Miller, CFP®, CFA

Critic · DISC type C
Founder and President at Summit Place Financial Advisors
📍 Summit, New Jersey, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

Login to view overviewLogin to view overview
Experience
37 Years
Current Role
Founder and President
Job Level
Leadership
Location
Summit, New Jersey, United States
Personality Overview

How Liz shows up

Critic
Negotiator
Information Seeker

It is very likely that they will negotiate pricing or other important terms. Unless the value is proven by data, they are unlikely to value fancy features. They enjoy working alone and do not rely on others very often.

Priorities

Topics Liz cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topicsLogin to view topics
Career

Work history

2008
Founder and President
Summit Place Financial Advisors
1994 - 2008
Managing Director
Trevor Stewart Burton & Jacobsen Inc.
1992 - 1994
Associate Portfolio Manager
OppenheimerFunds
1989 - 1990
Security Analyst in Proprietary Trading
First Boston
1987 - 1989
M&A Analyst
First Boston
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
1983 - 1987
BS
The Wharton School
1990 - 1993
MA
Columbia University
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

Other Summit Place Financial Advisors Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Liz. Free, 10 seconds.