Susan Bennett Email & Phone Number
Private Wealth Advisor @ U.S. Bank
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Susan Bennett Location
- New York, NY, US
Susan Bennett Work
- 2022 -now Private Wealth Advisor @
- 2014 -2022 Senior Fiduciary Advisory Specialist @
- 2010 -2014 Wealth Advisor @
- 2001 -2010 Vice President and Relationship Manager @
- 1991 -2001 Relationship Manager and Senior Trust Manager @ JP Morgan Chase Successor to MHTCo.
Susan Bennett Education
- North Dakota State University
Bachelor of Business Administration (Business Administration, Management)
1982-1986 - Fargo North High School
Susan Bennett Skills
- Alternative Investments
- Wealth Management
- Asset Management
- Microsoft Word
- Investments
- Microsoft Office
- Portfolio Management
- Securities
- Estate Settlement Accounting
- Credit
- Loans
- Banking
- Credit Analysis
- Financial Analysis
- Wealth
- Equities
- Management
- Financial Services
- Financial Advisory
- Financial Planning
Susan Bennett Summary
- Susan Bennett, based in New York, NY, US, is currently a Private Wealth Advisor at U.S. Bank. Susan Bennett brings experience from previous roles at Wells Fargo, BNY Mellon Wealth Management and JP Morgan Chase Successor to MHTCo.. Susan Bennett holds a 1982 - 1986 Bachelor of Business Administration in Business Administration, Management @ North Dakota State University. With a robust skill set that includes Alternative Investments, Wealth Management, Asset Management, Microsoft Word, Investments and more. Susan Bennett has 1 emails and 1 mobile phone numbers on RocketReach.
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