Susie Brotz's Location
Milwaukee, Wisconsin, United States
Susie Brotz's Work
- Financial Advisor @ Edward Jones
- Division Sales Manager @ Principal Global Investors
- Relationship Manager @ Principal Global Investors
- Manager @ Baird
Susie Brotz's Education
- University of Wisconsin-Madison
Bachelor of Arts (B.A.)
1986 - 1990
Susie Brotz's Skills
- Series 7
- Series 63
- Series 24
- Leadership
- Portfolio Management
- Microsoft Office
- Microsoft Excel
- Relationship Management
- Marketing Strategy
- Strategic Planning
Susie Brotz's Summary
Susie Brotz, based in Milwaukee, Wisconsin, United States, is currently a Financial Advisor at Edward Jones, bringing experience from previous roles at Principal Global Investors and Robert W. Baird & Co.. Susie Brotz holds a 1986 - 1990 Bachelor of Arts (B.A.) @ University of Wisconsin-Madison. With a robust skill set that includes Series 7, Series 63, Series 24, Leadership, Portfolio Management and more, Susie Brotz contributes valuable insights to the industry. Susie Brotz has 3 emails and 1 mobile phone number on RocketReach.
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