Sue Zervos

Sue Zervos has a diverse work experience spanning various roles in different companies. Sue began their career as a Medical Collections Specialist at Northeast Creditors Collection Service in 1995, where they motivated debtors to resolve outstanding balances and maintained records of conversations. Sue then worked at Columbia Management Company as a DTC Administrator/Dealer File Liaison from October 1995 to November 1996, and later as a Senior Trading Operations Specialist from December 1996 to December 1999. At Adams Harkness, they served as an Investment Operations Analyst from December 1999 to July 2001.

In 2001, Sue joined Loomis, Sayles & Company, starting as a Fixed Income Operations Analyst from July 2001 to June 2004. Sue then transitioned to the role of a Business Analyst from July 2004 to August 2006. From September 2006 to September 2010, Sue worked as a Personal Trading Compliance Analyst, responsible for ensuring accuracy of security and account data and assisting new employees with initial reporting of personal account information. Finally, they became a VP, Senior Personal Trading Compliance Specialist at Loomis, Sayles & Company from September 2010 until the present.

Throughout their career, Sue has developed positive relationships with brokers, provided training on compliance applications, coordinated compliance training sessions, and demonstrated an attention to detail in maintaining accurate and current records.

Sue Zervos holds a Bachelor of Arts (B.A.) degree in Economics and Sociology from Boston University. The timeframe of their education is not specified.