Susan Cromwell Email & Phone Number
Chief Executive Officer and President @ Independent Financial Services Firm
Susan Cromwell's Location
Simi Valley, California, United States
Susan Cromwell's Work
- Chief Executive Officer and President @ Independent Financial Services Firm
- Vice President, Administration @ Bartnick Financial Group
Susan Cromwell's Education
- University of La Verne
BA ( Business Administration)
2009 - 2011 - Royal High School
Susan Cromwell's Skills
- Strategic Financial Planning
- Wealth Management
- Retirement Planning
- Estate Planning
- Investments
- Investment Advisory
- Retirement
- Fixed Annuities
- Series 7
- Mutual Funds
Susan Cromwell's Summary
Susan Cromwell, based in Simi Valley, California, United States, is currently a Chief Executive Officer and President at Independent Financial Services Firm, bringing experience from previous roles at Bartnick Financial Group. Susan Cromwell holds a 2009 - 2011 BA in Business Administration @ University of La Verne. With a robust skill set that includes Strategic Financial Planning, Wealth Management, Retirement Planning, Estate Planning, Investments and more, Susan Cromwell contributes valuable insights to the industry. Susan Cromwell has 1 email on RocketReach.
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