Susan brings an exceptional combination of financial proficiency and customer service expertise to her position. Having majored in Mathematics at Villanova University, Susan has a strong affinity for numbers and a demonstrated competence for simplifying complex problems. Her career after college has heavily emphasized customer service, with five years as the office manager for a large regional landscape firm and another two as a client liaison for a global textiles firm.
Since joining the firm in 2002, Susan has become an invaluable member of our team. During her sixteen years’ experience with us, Susan has gained a broad and deep understanding of the workings of the financial industry. She combines that in-depth practical knowledge with a friendly demeanor and a genuine interest in each one of our clients as people. Our clients rely on her smarts, her sound approach to their business and her 100 percent commitment to superior service.
Susan currently holds the Series 7 (General Securities Representative) license and is also a Notary Public.