Susan Small Location
Chicago, IL, US
Susan Small Work
- 2012 - now Co-Chair, Sponsorship Committee @ Women Investment Professionals
- 2020 - 2025 Global Head of Consultant Relations @ Dimensional Fund Advisors
- 2013 - 2023 Investment Sub-Committee Member @ AMA Foundation
- 2015 - 2018 Americas Head of Institutional Distribution @ UBS Group AG
- 2012 - 2014 SVP, Global Head of Consultant Relations @ Mackenzie Institutional
- 2010 - 2011 Partner, Managing Director, Head of Sales and Marketing @ Cadogan Management LLC
- 2006 - 2010 Managing Director, Global Head of Consultant Relations @ DWS Group
- 1998 - 2006 Partner, Global Head of Consultant Relations @ Nicholas Applegate
- 1994 - 1998 Director of Consultant Relations and Client Relationship Manager @ Phoenix Duff & Phelps
- 1991 - 1994 Senior Research Analyst @ SEI Corporation
Susan Small Education
- University of Chicago
MBA (Finance and International Business)
Susan Small Skills
- Consultant Relations
- Client Service
- Direct Sales
- Strategic Planning
- Product Positioning
- Sales Management
- Investor Relations
- Consultants
- Financial Services
- Positioning
Susan Small Summary
Susan Small, based in Chicago, IL, US, is currently a Co-Chair, Sponsorship Committee at Women Investment Professionals. Susan Small brings experience from previous roles at Dimensional Fund Advisors, AMA Foundation, UBS Global Asset Management and Mackenzie Institutional. Susan Small holds a MBA in Finance and International Business @ University of Chicago. With a robust skill set that includes Consultant Relations, Client Service, Direct Sales, Strategic Planning, Product Positioning and more. Susan Small has 1 emails and 2 mobile phone numbers on RocketReach.
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