Susan Black Email & Phone Number
Managing Director, Wealth Planner @ Glenmede
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Susan Black Location
- Philadelphia, PA, US
Susan Black Work
- Managing Director, Wealth Planner @ (October 2020 - Present)
- Vice President, Wealth Planner @ (October 2014 - October 2020)
- Director of Financial Planning @ (January 2002 - August 2014)
- Strategic Relationship Manager @ (January 2000 - January 2002)
- Regional Estate Planning Coordinator @ (January 1997 - January 2000)
- Registered Sales Associate @ (January 1992 - January 1997)
Susan Black Education
- Temple University
Master Of Business Administration (Finance)
1993-1996 - Temple University
Bachelor Of Business Administration (Marketing, Finance)
1988-1992 - American College
Susan Black Skills
- 401(k) Retirement Savings Plans
- 401k
- 529 Plans
- Ad Hoc Reporting
- Analytical Skills
- Asset Allocation
- Asset Management
- Attention to Detail
- Business Process Improvement
- Business Strategy
- Coaching
- Communication
- Customer Service
- Financial Advisory
- Financial Analysis
- Financial Planning
- Financial Services
- Fixed Annuities
- Investment Advisory
- Investment Strategies
- Investments
- Microsoft Excel
- Mutual Funds
- Oral Communication
- Portfolio Management
- Problem Solving
- Relationship Management
- Retirement
- Retirement Planning
- Sales
- Series 63
- Series 7
- Strategic Financial Planning
- Strategy
- Team Management
- Technology Enhancements
- Training
- Wealth Management
- Supply Chain Management
- Project Planning
- Marketing
- 401K Retirement Savings Plans
- 401 Retirement Savings Plans
Susan Black Summary
- Susan Black, based in Philadelphia, PA, US, is currently a Managing Director, Wealth Planner at The Glenmede Trust Company, n.A.. Susan Black brings experience from previous roles at The Glenmede Trust Company, n.A., Emoney Advisor, Verticalnet and Wells Fargo. Susan Black holds a 1993 - 1996 Master Of Business Administration in Finance @ Temple University. With a robust skill set that includes 401(k) Retirement Savings Plans, 401k, 529 Plans, Ad Hoc Reporting, Analytical Skills and more. Susan Black has 2 emails and 1 mobile phone numbers on RocketReach.
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