Hannah Disisto

If there’s one thing that has shaped my career, it’s the belief that great relationships drive great results. My focus is always on the people - understanding what they need, anticipating challenges before they arise, and making sure every interaction is positive and productive.

Before joining SummitOne, my career took me through the entertainment industry, an obligatory step as a born and bred Los Angeleno. When I decided to hang up my Hollywood hat (and relieve myself of the burden of having to have an opinion on every movie ever made), I shifted into operations and project management for startups, where I honed my ability to turn big, complex goals into structured, actionable steps.

Eventually, I realized I wanted to apply those skills in a way that made a real impact on people’s lives. That’s what led me to SummitOne in a field and role where I combine my love of problem-solving with my desire to help individuals navigate their financial picture.

At SummitOne, I handle all securities-related workflows, ensuring that our clients' investments are serviced smoothly and efficiently. That includes everything from opening accounts and moving assets to maintaining investment records and preparing reports for client meetings. I also play a key role in process improvement and operations, making sure our internal workflows are as seamless as possible.

To me, “service” means more than just handling transactions - it’s about advocating for our clients, thinking several steps ahead, and making sure no detail slips through the cracks.

I'm currently studying for my securities license, which will allow me to deepen my role in client strategy, and I look forward to continuing my growth alongside yours!

Outside of work, I’m a dedicated weekly bread maker, a lifelong dog lover, (still) a frequent cinema-goer, and a nature enthusiast.