Susan Mitcheltree Email & Phone Number
Partner and Director of Communications @ Berman McAleer, LLC
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Susan Mitcheltree Location
- Lutherville-Timonium, MD, US
Susan Mitcheltree Work
- Partner and Director of Communications @ (November 2010 - Present)
- Certified Financial Planner @ Integrated Benefits Corporation (November 2008 - November 2010)
- Financial Advisor @ (January 2005 - November 2008)
Susan Mitcheltree Education
- Kaplan University
Certificate in Financial Planning (Financial Planning and Services)
2004-2010 - Institut International d'Etudes Françaises 1998-1999
- Penn State University
Bachelor of Science (BS) (International Business/Marketing)
1993-1999
Susan Mitcheltree Skills
- Series 7
- Series 66
- Series 24
- Wealth Management
- Investment Advisory
- College Education Planning
- Insurance
- Wealth Accumulation
- Risk Management
- Cash Flow Management
- Financial Planning
- Retirement Planning
Susan Mitcheltree Summary
- Susan Mitcheltree, based in Lutherville-Timonium, MD, US, is currently a Partner and Director of Communications at Berman McAleer, LLC. Susan Mitcheltree brings experience from previous roles at Integrated Benefits Corporation and AXA Advisors, LLC. Susan Mitcheltree holds a 2004 - 2010 Certificate in Financial Planning in Financial Planning and Services @ Kaplan University. With a robust skill set that includes Series 7, Series 66, Series 24, Wealth Management, Investment Advisory and more. Susan Mitcheltree has 2 emails and 1 mobile phone numbers on RocketReach.
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Deanna Heid
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