Susan Farris Email & Phone Number
Managing Director @ CIBC Private Wealth Management US
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Susan Farris Location
- Boston, MA, US
Susan Farris Work
- 2014 -now Managing Director @
- 2007 -2014 Managing Director @
- 2004 -2007 Vice President, Private Wealth Management @
- 1998 -2004 Vice President, Private Wealth Management @
- 1995 -1998 Fixed Income Analyst, Sales and Trading @
- 1991 -1993 Economist @
- 1989 -1990 European Internal Auditor @
Susan Farris Education
- UCLA Anderson School of Management
MBA (Finance)
1993-1995 - Cornell University
BA (Economics)
1984-1988
Susan Farris Skills
- Series 63
- Fixed Income
- Global Macro
- Bonds
- Retirement Planning
- Structured Finance
- Wealth Management Services
- Networking
- Derivatives
- Investments
- Investor Relations
- Asset Allocation
- Investment Advisory
- Fund Of Funds
- Strategy
- Equities
- Wealth Management
- Mutual Funds
- Family Office
- High Net Worth Individuals
- Investment Strategies
- Microsoft Excel
- Financial Markets
- Trading Systems
- ETFs
- Trading
- Private Banking
- Equity Derivatives
- Venture Capital
- Analysis
- Hedge Funds
- Investment Management
- Equity Trading
- Structured Products
Susan Farris Summary
- Susan Farris, based in Boston, MA, US, is currently a Managing Director at CIBC Private Wealth Management US. Susan Farris brings experience from previous roles at Windhaven Investment Management, Goldman Sachs and UBS. Susan Farris holds a 1993 - 1995 MBA in Finance @ UCLA Anderson School of Management. With a robust skill set that includes Series 63, Fixed Income, Global Macro, Bonds, Retirement Planning and more. Susan Farris has 2 emails and 2 mobile phone numbers on RocketReach.
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