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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 @
now Investment Sub-Committee Member @ AMA Foundation
now Americas Head of Institutional Distribution @
now SVP, Global Head of Consultant Relations @ Mackenzie Institutional
now Partner, Managing Director, Head of Sales and Marketing @ Cadogan Management LLC
now Managing Director, Global Head of Consultant Relations @
now Partner, Global Head of Consultant Relations @ Nicholas Applegate
now Director of Consultant Relations and Client Relationship Manager @ Phoenix Duff & Phelps
now Senior Research Analyst @ SEI Corporation
now Consultant @ Stratford Advisory Group
now Investment Analyst and Accountant @
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
Hedge Funds
Investment Management
Alternative Investments
Strategy
Asset Management
Investments
Investment Strategies
Fixed Income
Equities
Distribution
Sales
Sales Channel
Business Strategy
Institutional
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 3 emails and 3 mobile phone numbers on RocketReach.
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