Client Service Associate
Betty Infantes joined Summit Financial in 2021 as a Client Service Associate. Betty assists clients with executing their investment, estate and retirement needs including onboarding, cashiering, trading services and account maintenance. Betty has over 25 years of experience in the financial services industry having worked at J.P. Morgan Securities Inc. and Jefferies LLC in Municipal Securities primarily in underwriting and trading tax-exempt and taxable money market instruments.
Betty assisted municipalities in managing their debt portfolios and marketed bonds to money market funds, bond funds and corporations. She received a Bachelor of Arts from Montclair State University and holds FINRA licenses Series 7, 53 and 63.