Susie Goldberg is a seasoned financial professional with extensive experience in client service and advocacy within the financial services industry. Currently serving as a Senior Registered Client Associate at Center Street Capital Advisors since November 2023, Susie previously held the position of Senior Client Associate at Wells Fargo Advisors from October 2004 to November 2023. Additionally, Susie has been an Advocate for Crunchi since October 2020. Earlier career roles include Client Service Associate at Merrill Lynch from December 2000 to June 2002 and Sales Assistant at PaineWebber in 1999-2000. Susie is a graduate of Holmdel High School and attended Lynn University.
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