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
- 2022 -now Private Wealth Advisor and Level Four Business Solutions Practice Manager @
- 2015 -now Investor and Co-Creator @ Guided Wealth, Inc
- 2019 -2022 Chair @ VirtualBoard, LLC
- 2013 -2022 Founding Member of Atlanta Chapter @ VirtualBoard, LLC
- 2020 -2021 Director of Client Experience and Strategy @ Altera Advisors
- 2007 -2020 Equity Partner @
- 2007 -2018 Shareholder | Vice President | Senior Financial Advisor @
- 1997 -2007 Senior Financial Advisor @
- 1994 -1997 Associate Financial Advisor @
- 1993 -1994 Financial Advisor Trainee @
- 2018 -2019 Client Engagement and Experience Consultant @
- 2003 -2018 Co-Founder @ The Divorce Resource Group
- 1992 -1992 Market Research Analyst @ Drenne Acier
Suzanne Durbin Education
- International House Barcelona
(Spanish Language Immersion Course)
2016-2016 - IDEO
Hello Design Thinking Course (Design Thinking)
2016-2016 - Emory University
BA Political Science (BA French)
1988-1992 - Pathbuilders
(Leadership Development Program)
- IDEO
(Designing for Change Certificate)
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 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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