Susan Walzer Email & Phone Number
President and Principal Executive Officer - Carillon Mutual Funds at Raymond James @ Raymond James Investment Management
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Susan Walzer Location
- Florida, United States
Susan Walzer Work
- 2018 -now Board Member @
- 2010 -now President and Principal Executive Officer - Carillon Mutual Funds at Raymond James @
- 2005 -2010 Chief Compliance Officer @ Eagle Family of Funds
- 2002 -2005 Vice President, Associate Corporate Counsel @
- 1997 -2002 Vice President - Operations and Client Services @
- 1992 -1997 Associate Counsel @ BATTAGLIA, ROSS, DICUS & WEIN, P.A.
Susan Walzer Education
- Emory School of Law
Master of Laws - LLM (Tax Law/Taxation)
1991-1992 - Stetson University College of Law
Doctor of Law - JD
1989-1991 - Stetson University
Bachelor of Arts - BA (English Language and Literature, General)
1985-1989
Susan Walzer Skills
- Investments
- Mutual Funds
- Series 7
- Series 24
- Alternative Investments
- Asset Management
- Hedge Funds
- FINRA
- Securities
- Investment Advisory
- Microsoft Office
- Fund Administration
- Financial Services
- Investment Company Act
- Equities
- Finance
- Management
- Fixed Income
- Anti Money Laundering
- regulatory
Susan Walzer Summary
- Susan Walzer, based in Florida, United States, is currently a President and Principal Executive Officer - Carillon Mutual Funds at Raymond James at RJIM, Scout Investments, Chartwell Investment, ClariVest Management and Carillon. Susan Walzer brings experience from previous roles at RJIM, Scout Investments, Chartwell Investment, ClariVest Management and Carillon, Eagle Family of Funds and Raymond James. Susan Walzer holds a 1991 - 1992 Master of Laws - LLM in Tax Law/Taxation @ Emory School of Law. With a robust skill set that includes Investments, Mutual Funds, Series 7, Series 24, Alternative Investments and more. Susan Walzer has 2 emails and 2 mobile phone numbers on RocketReach.
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