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Susan Green Location
Riverton, NJ, US
Susan Green Work
Partner, Senior Financial Advisor and Director of Financial Planning Standards @ (January 2024 - Present)
Principal, Senior Financial Advisor and Director of Financial Planning Standards @ (January 2021 - Present)
Senior Financial Advisor and Director of Financial Planning Standards at Wescott Financial @ (June 2018 - Present)
Financial Advisor and Director of Financial Planning Standards @ (October 2017 - Present)
Financial Advisor @ (June 2016 - Present)
Associate Financial Advisor @ (June 2013 - June 2016)
Contract Attorney @ Contract Attorney (February 2013 - May 2013)
Attorney @ (February 2011 - August 2012)
Susan Green Education
Rutgers School of Law - Camden
J.D. (Law)
2007-2010
Villanova University
Bachelor of Arts (English, Business, Writing & Rhetoric)
2003-2007
Saint Hubert Catholic High School for Girls 1999-2003
Villanova University
Susan Green Skills
Estate Planning
Legal Research
Trusts
Microsoft Office
Management
Contract Management
Customer Service
Finance
Marketing
Legal Writing
Susan Green Summary
Susan Green, based in Riverton, NJ, US, is currently a Partner, Senior Financial Advisor and Director of Financial Planning Standards at Wescott Financial Advisory Group, LLC. Susan Green brings experience from previous roles at Wescott Financial Advisory Group, LLC. Susan Green holds a 2007 - 2010 J.D. in Law @ Rutgers School of Law - Camden. With a robust skill set that includes Estate Planning, Legal Research, Trusts, Microsoft Office, Management and more. Susan Green has 1 emails and 1 mobile phone numbers on RocketReach.
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