Susan Fisher's Location
Telford, PA, US
Susan Fisher's Work
- Tax Specialist @ Bee, Bergvall & Co.
- Central Relationship Manager @ Fidelity Investments
- Tax Specialist @ H&R Block
- Vice President and Sr. Relationship Strategist @ PNC
- Secretary and Treasurer @ Pennsylvania Bankers Association
- VP and Senior Trust Officer and Executive Director of Charitable Foundation @ Penn Community Bank
- Associate Director of Planned Giving @ Villanova University
- Charitable Trust Officer @ Univest
- Vice President and Senior Financial Advisor @ Univest
- Financial Credit Analyst @ Univest
Susan Fisher's Education
- The American College of Financial Services
CFP (Certified Financial Planner)
2007 - 2010 - Planned Giving Certification
CGPA (Certified Gift Planning Associate)
2006 - 2007 - Chestnut Hill College
Masters (Education)
- Houghton College
B. S. (Business Administration)
Susan Fisher's Skills
- Strategic Financial Planning
- Retirement Planning
- Estate Planning
- Budgets
- Investments
- Portfolio Management
- Asset Managment
- Wealth Management
- Loans
- Asset Management
Susan Fisher's Summary
Susan Fisher, based in Telford, PA, US, is currently a Tax Specialist at Bee, Bergvall & Co., bringing experience from previous roles at Fidelity Investments, H&R Block, PNC and Pennsylvania Bankers Association. Susan Fisher holds a 2007 - 2010 CFP in Certified Financial Planner @ The American College of Financial Services. With a robust skill set that includes Strategic Financial Planning, Retirement Planning, Estate Planning, Budgets, Investments and more, Susan Fisher contributes valuable insights to the industry. Susan Fisher has 1 email and 1 mobile phone number on RocketReach.
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