Susan Tate

Susan Tate is an accomplished Account Manager with extensive experience in client management and financial wellness programs, currently serving at Venture Solutions since December 2021 and at My Secure Advantage since August 2016. In this dual role, Susan has successfully partnered with over 50 accounts nationwide, achieving a notable average NPS score of 83, while also acting as the principal contact for major clients such as Cigna and Optum. Previously, Susan held positions that involved executing nationwide webinars, administrative support, and recruitment, showcasing a diverse skill set in marketing, operations, and client engagement. Susan holds a Bachelor of Arts degree in Liberal Arts and Sciences from California State University, Sacramento.