Senior Account Manager, Vice President and RIA Channel, Wealth Solutions (BNY Pershing) @ (November 2020 - April 2022)
Senior Strategic Account Manager, Vice President and BD Channel ( BNY Pershing) @ (April 2014 - November 2020)
Senior Trainer and Senior Global Customer Service ( BNY Pershing) @ (September 2010 - April 2014)
Suzanne Turner Education
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 Marketing @ 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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