Susan Small Email & Phone Number
Co-Chair, Sponsorship Committee
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Susan Small Location
- Chicago, IL, US
Susan Small Work
- Co-Chair, Sponsorship Committee @ Women Investment Professionals (January 2012 - Present)
- Global Head of Consultant Relations @ (January 2020 - March 2025)
- Investment Sub-Committee Member @ AMA Foundation (January 2013 - June 2023)
- Americas Head of Institutional Distribution @ (January 2015 - January 2018)
- SVP, Global Head of Consultant Relations @ Mackenzie Institutional (January 2012 - January 2014)
- Partner, Managing Director, Head of Sales and Marketing @ Cadogan Management LLC (January 2010 - January 2011)
- Managing Director, Global Head of Consultant Relations @ (January 2006 - January 2010)
- Partner, Global Head of Consultant Relations @ Nicholas Applegate (January 1998 - January 2006)
- Director of Consultant Relations and Client Relationship Manager @ Phoenix Duff & Phelps (January 1994 - January 1998)
- Senior Research Analyst @ SEI Corporation (January 1991 - January 1994)
- Consultant @ Stratford Advisory Group (January 1989 - January 1991)
- Investment Analyst and Accountant @ (January 1986 - January 1989)
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 1 emails and 3 mobile phone numbers on RocketReach.
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