Senior Vice President - Mutual Funds @ William Blair
Senior Vice President @ The Newton Funds
Susan Templeton's Education
The University of Chicago Booth School of Business
MBA
2003 - 2005
Diligent Academy
Cybersecurity Certification
2023 - 2023
Diligent Academy
ESG Leadership Certification
2022 - 2022
Northwestern University - Kellogg School of Management
Board Governance Certification
2017 - 2017
College of DuPage
1997 - 1998
University of Denver - Daniels College of Business
BSBA
Susan Templeton's Skills
Fee only Investment Advisor
Financial Planning
Investments
Retirement Plans for small to mediums sized businesses
Alternative Investments
Divorce financial planning
Business Strategy
Management
Project Management
Supervisor
Susan Templeton's Summary
Susan Templeton, based in Chicago, IL, US, is currently a Independent Director at Claridges Trust Company, bringing experience from previous roles at Morningstar, Seyen Capital, Sebold Capital Management, Inc. and Stafford Wells Advisors Inc. Susan Templeton holds a 2003 - 2005 MBA @ The University of Chicago Booth School of Business. With a robust skill set that includes Fee only Investment Advisor, Financial Planning, Investments, Retirement Plans for small to mediums sized businesses, Alternative Investments and more, Susan Templeton contributes valuable insights to the industry. Susan Templeton has 5 emails on RocketReach.