Suzie Stewart's Location
Des Moines, IA, US
Suzie Stewart's Work
- Chief Compliance Officer @ Private Family Office
- Chief Finance Officer @ Heartland Millwrights
- Financial Accounting Analyst @ Principal Financial Group
- Compliance Advisor @ Principal Financial Group
- Compliance Advisor @ Principal Financial Group
- Senior Compliance Analyst, Team Leader, IRS and DOL Negotiator @ Principal Financial Group
Suzie Stewart's Education
- Grandview College
Bachelor of Arts (Accounting)
- Grandview College
Bachelor's degree (Accounting)
Suzie Stewart's Skills
- 401k Retirement Savings Plans
- Fixed Annuities
- ERISA
- Investment Advisory
- Management
- Investments
- Series 7
- 401k
- Pensions
- Series 63
Suzie Stewart's Summary
Suzie Stewart, based in Des Moines, IA, US, is currently a Chief Compliance Officer at LEGACY BRIDGE Private Family Offices, bringing experience from previous roles at Heartland Millwrights, The Principal Financial Group, Principal Financial Grup and Principal Financial Group. Suzie Stewart holds a Bachelor of Arts in Accounting @ Grandview College. With a robust skill set that includes 401k Retirement Savings Plans, Fixed Annuities, ERISA, Investment Advisory, Management and more, Suzie Stewart contributes valuable insights to the industry. Suzie Stewart has 2 emails on RocketReach.
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