Years of experience: 31

United States🔥 Startup FounderBusiness Owner👍 Sales & BizDev🐦 Design🧨 Consulting

Trusted by top professionals

Trust Score

Exceptionally trusted; proven professional excellence.

90%
Susan's Career Path
ConsultantSep. 2011 -
Sep. 2017
Midwest Investment Management LLCConsultant
Specialize in Wealth Preservation, Protection and Growth thru a conservative strategic approach of asset management, legal and accounting. Manage high net worth clients investments and qualified retirement assets.
Managing DirectorAug. 2010 -
Aug. 2011
Midwest Investment Management LLCManaging Director
Business Development, Asset Management and Client Relations. Specialize in developing customized Wealth Management plans as a Certified Wealth Strategist.
OwnerMay. 2002 -
Present
Jewels of the NyeOwner
Design unique, one of a kind, timeless pieces for individual and bridal parties.

Susan's Posts

  • How I can help you

    I am available for 4-hour consultations with individuals, small businesses, or corporations. Reach out to discuss how I may assist you and/or your employees with: - Transition - Mindset shift - Survive to thrive - Quiet the mind - Identify life's priority - Empowering change

  • People I am looking for

    Seeking clients: - Individuals - Entrepreneurs -Small Business and Corporations

  • Experience & Cases

    Dynamic entrepreneur with creative problem solving skills, strategic health and wealth insights that are intertwined to maximize lifetime fulfillment. With over two decades as an entrepreneur, business development in healthcare and wealth management and transition.

  • How to contact

No responses yet
0