Suzanne Durbin Email & Phone Number
Private Wealth Advisor and Level Four Business Solutions Practice Manager @ Level Four Group
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Suzanne Durbin Location
- Atlanta, GA, US
Suzanne Durbin Work
- Private Wealth Advisor and Level Four Business Solutions Practice Manager @ (January 2022 - Present)
- Investor and Co-Creator @ Guided Wealth, Inc (January 2015 - Present)
- Chair @ VirtualBoard, LLC (January 2019 - January 2022)
- Founding Member of Atlanta Chapter @ VirtualBoard, LLC (January 2013 - January 2022)
- Director of Client Experience and Strategy @ Altera Advisors (November 2020 - December 2021)
- Equity Partner @ (January 2007 - May 2020)
- Shareholder | Vice President | Senior Financial Advisor @ (January 2007 - February 2018)
- Senior Financial Advisor @ (January 1997 - January 2007)
- Associate Financial Advisor @ (January 1994 - January 1997)
- Financial Advisor Trainee @ (February 1993 - February 1994)
- Client Engagement and Experience Consultant @ CPC Consolidated Planning Corporation (October 2018 - April 2019)
- Co-Founder @ The Divorce Resource Group (January 2003 - January 2018)
- Market Research Analyst @ Drenne Acier (January 1992 - January 1992)
Suzanne Durbin Education
- International House Barcelona
Spanish Language Immersion Course
2016-2016 - Emory University
BA Political Science (BA French)
1988-1992 - Pathbuilders
Leadership Development Program
- IDEO
Designing for Change Certificate
- IDEO
Hello Design Thinking Course (Design Thinking)
Suzanne Durbin Skills
- Strategic Financial Planning
- Wealth Management
- Customer Relationship Management (CRM)
- Customer Experience
- Strategy
- Customer Satisfaction
- Solution Selling
- Consultative Selling
- Strategic Planning
- Business Development
- Product Development
- Alternative Investments
- Investments
- Small Business
- Financial Planning
- Financial Services
- Retirement Planning
- Entrepreneurship
- Asset Management
- Mutual Funds
- Ideation
- Strategic Thinking
- Coaching
- Critical Thinking
- Strategic Partnerships
- Creative Problem Solving
- Facilitation
- Emotional Intelligence
- Leadership
- Written Communication
- Presentation Skills
- Public Speaking
- Negotiation
- Conflict Management
- Active Listening
- Team Leadership
- Process Improvement
- Client Engagment
- Customer Driven Innovation
- Strategic Partner Relationship Management
- Alternatives
- Innovation
- Verbal Communication
- Collaboration
- Delegation
- Client feedback
- Presentation Development
- AltVia
- Retirement
- BlackDiamond
- Estate Planning
- Financial Advisory
- Customer Relationship Management Crm
- Financial Planners
- Advisory Services
- Estate Tax Planning
- Certified Divorce Financial Analyst
- Entrepreneurs
- Key Account Management
- Development
- Wealth Management Services
- Big Picture Thinking
- Portfolio Management
- Microfinance
- Simplifying the Complex
- Finance
- Exit Strategies
- Investment Advisory
- Asset Allocation
- Behavioral Wealth Management
- Asset Managment
- Analytical Thinking
- Charitable Gift Planning
- Life Insurance
- Business Planning
- High Net Worth Individuals
- Buy Sell Agreements
- Risk Management
- Guided Wealth Transformation
- Trusts
- Poverty Alleviation
- Relating To Clients
- Transition Planning
- Wealth
- Question Based Selling
- Millionaire Next Door
- Divorce Planning
- Empty Nesters
- Workshop Facilitation
- Investment Management
- Customer Relationship Management
Suzanne Durbin Summary
- Suzanne Durbin, based in Atlanta, GA, US, is currently a Private Wealth Advisor and Level Four Business Solutions Practice Manager at Level Four Financial. Suzanne Durbin brings experience from previous roles at Guided Wealth, Inc, VirtualBoard, LLC and Altera Advisors. Suzanne Durbin holds a 2016 - 2016 Spanish Language Immersion Course @ International House Barcelona. With a robust skill set that includes Strategic Financial Planning, Wealth Management, Customer Relationship Management (CRM), Customer Experience, Strategy and more. Suzanne Durbin has 2 emails and 3 mobile phone numbers on RocketReach.
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