Suzanne Williamson Email & Phone Number
SVP, Client Services @ Wealthspire Advisors
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Suzanne Williamson Location
- San Rafael, CA, US
Suzanne Williamson Work
- 2021 -now SVP, Client Services @
- 2015 -2021 Director of Client Services and Principal @
- 2004 -2015 Chief Compliance Officer @
- 1998 -2015 Vice President, Operations @
- 1989 -1998 Senior Manager @
- 1985 -1988 Operations Supervisor @ Jack White & Co., Inc
Suzanne Williamson Education
- San Diego State University
BS Social Science (Economics)
1980-1985
Suzanne Williamson Skills
- Mutual Funds
- Asset Management
- Wealth Management
- Asset Allocation
- Investments
- CRM
- Portfolio Management
- Microsoft Word
- Strategy
- Business Development
- Process Improvement
- Customer Service
- Integration
- SAN
- Operations
- Business Strategy
- Public Speaking
- Management
Suzanne Williamson Summary
- Suzanne Williamson, based in San Rafael, CA, US, is currently a SVP, Client Services at Wealthspire Advisors. Suzanne Williamson brings experience from previous roles at Private Ocean, Brouwer & Janachowski, LLC and Charles Schwab. Suzanne Williamson holds a 1980 - 1985 BS Social Science in Economics @ San Diego State University. With a robust skill set that includes Mutual Funds, Asset Management, Wealth Management, Asset Allocation, Investments and more. Suzanne Williamson has 2 emails on RocketReach.
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Gregory Reynholds
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Martha Staniford
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Nataly Sogoloff
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