Years of experience: 30

AdvisorConsultingC-level ExecutiveSales ManagerBusiness Development ManagerPartnerships Manager

Trust Score

Highly reliable; strong professional involvement.

70%
Susan's Career Path
Executive Director, DCIS National AccountsOct. 2015 -
Dec. 2024
J.P. Morgan Asset ManagementExecutive Director, DCIS National Accounts
Member of the Global Strategic Relationship team focused on National Accounts Retirement business. • Represented retirement products and asset management solutions to key distribution channels, driving business growth. • Collaborated with sales teams to align distribution efforts and enhance market presence. • Presented thought leadership and insights to partner firms to strengthen relationsh...
VP, Investment Relationship Manager, Northern Trust Securities, Inc.Sep. 2012 -
Oct. 2015
Northern TrustVP, Investment Relationship Manager, Northern Trust Securities, Inc.
Southeast US• Managed coverage across all channels, including RIA's TAMPS, Banks, BD's, and Recordkeepers. • Responsible for sales of focus products to all channels including mutual funds, separately managed accounts, and investment models.
Vice President, Retirement Solutions AdvisorSep. 2010 -
Sep. 2012
Gibraltar Private Bank & TrustVice President, Retirement Solutions Advisor
• Launched 401(k) business line for Gibraltar Private Bank and Trust, focusing on business development and sales strategy. • Managed vendor relationships, reporting, advisory contracts, and internal education for retirement business. • Highly visible within the organization to effectively market services to clients.