SS

Susan Smith

Wealth Management Advisor

Susan Smith is an experienced Regional Sales Consultant with a strong background in the financial services industry. They have held various positions, including Financial Advisor at Merrill Lynch, and have served as VP of Investments at Chase Investment Services Corp and Sales Manager at Victory Capital. Currently, Susan works as a Wealth Management Advisor at Citi. With a demonstrated expertise in sales, asset management, and personalized financial planning, they have built a reputation for delivering comprehensive solutions to clients.

Location

San Antonio, United States

Links


Org chart

This person is not in the org chart


Teams

This person is not in any teams


Offices

This person is not in any offices