My Secure Advantage
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.
My Secure Advantage
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My Secure Advantage (MSA) is a national leader in financial well-being programs. MSA provides unbiased, personal finance coaching to thousands of employees each month through over 15,000 employer groups, companies and partners. MSA’s expertise meets its members’ unique needs and challenges by delivering multi-dimensional, scalable solutions. With over 1.3 coaching sessions completed, MSA equips and empowers its members to make sustainable behavior changes so they may achieve long-term financial well-being to improve their quality of life. _ _ _ Impressum This website is operated by My Secure Advantage, Inc. If you have any questions or would like to share your MSA experience with us, contact us via our contact form. Address: My Secure Advantage, Inc. 3001 Lava Ridge Court, Suite 250 Roseville, CA 95661 USA Phone: + 1 888 7242326 Email: info@mysecureadvantage.com Hours of Operation: Monday - Friday 8am - 5pm PST Registration number with the California Secretary of State: 1575877 US Federal Employer Identification Number: 68-0115281 Represented by: Gretchen Yip