Suzanne Turner Email & Phone Number
Retail KYC Manager, Customer Owner, Consumer Distribution @ E-Logic Info Tech Ltd
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Suzanne Turner Location
- United States
Suzanne Turner Work
- 2025 -now Retail KYC Manager, Customer Owner, Consumer Distribution @
- 2024 -2025 Senior Vice President, Global Economic Sanctions (BNY) @
- 2022 -2024 Vice President, Senior KYC Officer (BNY Pershing) @
- 2020 -2022 Senior Account Manager, Vice President and RIA Channel, Wealth Solutions (BNY Pershing) @
- 2014 -2020 Senior Strategic Account Manager, Vice President and BD Channel ( BNY Pershing) @
- 2010 -2014 Senior Trainer and Senior Global Customer Service ( BNY Pershing) @
Suzanne Turner Education
- The University of Memphis
(Marketing)
Suzanne Turner Skills
- Wealth Management
- Investments
- Sales
- Training
- Series 7
- Banking
- Portfolio Management
- Financial Services
- Insurance
- Mutual Funds
- Strategic Financial Planning
- Retirement Planning
- Securities
- Series 63
- Financial Advisory
- Coaching
- Investment Advisory
- Asset Allocation
- Equities
- Retirement
- Investment Strategies
- Fixed Annuities
- Account Management
- CRM
- Finance
- Financial Planning
- Presentation Skills
- Sales Strategy
- Client Contact
- Wealth Management Services
- Business Development
- Relationship Building
- Establishing Relationships
- Trading
- Trusting Relationships
- Sales Presentations
- Client Relationships Strengthening
- Client Focus
Suzanne Turner Summary
- Suzanne Turner, based in United States, is currently a Retail KYC Manager, Customer Owner, Consumer Distribution at TD. Suzanne Turner brings experience from previous roles at BNY. Suzanne Turner holds a The University of Memphis. With a robust skill set that includes Wealth Management, Investments, Sales, Training, Series 7 and more. Suzanne Turner has 2 emails and 2 mobile phone numbers on RocketReach.
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Suzanne Turner
Senior IT Project Manager
Atlanta, GA, US
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