Sue Mitchell Email & Phone Number
Compliance Consultant @ Avalon Wealth Advisory
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Sue Mitchell Location
- Fishers, IN, US
Sue Mitchell Work
- 2018 -now Compliance Consultant @
- 2025 -now Consultant @ Mitchell Financial Compliance, LLC
- 2017 -2025 Director Regulatory Compliance @ Mitchell Compliance Consulting
- 1998 -2016 Vice President, Chief Compliance Officer and Shareholder @
Sue Mitchell Education
- College for Financial Planning
Certified Financial Planner (CFP) (Investments, Insurance, Retirement, Taxes, Estate Planning, Regulatory Compliance)
1992-1994
Sue Mitchell Skills
- Alternative Investments
- Leadership
- Regulatory Analysis
- Financial Planning
- Portfolio Management
- Investments
- Regulatory Consultant
- Finance
- Investment Advisory
- Strategic Planning
- Asset Allocation
- Financial Services
- Wealth Management
- Equities
- Risk Management
- Asset Management
- Customer Service
- Financial Analysis
- Regulatory Compliance
- Regulatorey Compliance
- Private Equity
- Management
- Due Diligence
- Hedge Funds
- Investment Management
Sue Mitchell Summary
- Sue Mitchell, based in Fishers, IN, US, is currently a Compliance Consultant at Avalon Wealth Advisory. Sue Mitchell brings experience from previous roles at Mitchell Financial Compliance, LLC, Mitchell Compliance Consulting and Oxford Financial Group, Ltd.. Sue Mitchell holds a 1992 - 1994 Certified Financial Planner (CFP) in Investments, Insurance, Retirement, Taxes, Estate Planning, Regulatory Compliance @ College for Financial Planning. With a robust skill set that includes Alternative Investments, Leadership, Regulatory Analysis, Financial Planning, Portfolio Management and more. Sue Mitchell has 1 emails and 1 mobile phone numbers on RocketReach.
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