Crsp Susie Mansker Cpfa

Susie Mansker is a professional with extensive experience in the field of retirement plan services and wealth management. Susie currently holds the position of Regional Sales Director - Midwest at BPAS, a role they assumed in May 2023. Prior to this, from July 2019 to May 2023, Susie worked as the Vice President and Senior Retirement Plan Services Advisor at 1834, a division of Old National Bank. Here, they built strong relationships with high-net-worth individuals and institutions, providing tailored wealth management solutions.

Before joining 1834, Susie held various positions at First Financial Bank, starting as an Assistant Vice President, Retirement Plan Services Specialist from September 2013 to March 2018. Susie then served as the Vice President and Retirement Plan Services Manager from March 2018 to July 2019, utilizing their expertise in overseeing retirement plan services.

Their career journey began at First Merchants Trust Company, where they worked as the Manager of Retirement Administration from March 2007 to December 2012. Finally, Susie gained initial experience in the industry as a Defined Contribution Retirement Plan Administrator at Blue & Co., LLC from December 2012 to September 2013. Overall, Susie Mansker's work experience emphasizes their strong background in retirement plan services, wealth management, and building lasting client relationships.

Susie Mansker, CRSP, CPFA, has received education from Cannon Financial Institute. However, specific details about the degree or field of study are not provided. Additionally, they have obtained the Certified Retirement Services Professional (CRSP) certification from the American Bankers Association and the Certified Plan Fiduciary Advisor (CPFA) certification from the National Association of Plan Advisors (NAPA). The months and years of when these certifications were obtained are not available.