Susan Malone, MBA, LIA

Susan Malone, MBA, LIA has a diverse work experience spanning over several industries. Susan is currently working as an Associate Financial Planner at Oak Harvest Financial Group, where they started in January 2023. Prior to this role, they worked as a Client Concierge Specialist at the same company from February 2021 to January 2023.

Before joining Oak Harvest Financial Group, Susan worked as an Independent Sales Representative for Anthology Brands. Susan represented Pure Hemp Botanicals & Hemptealicious Brands from September 2018 to January 2023. Prior to that, they served as an Independent Direct Sales Representative for doTERRA International LLC, specializing in essential oils from February 2017 to January 2023.

Susan also has experience in management and finance. Susan was the Household CEO & Life Coach for the Malone Family from November 2002 to February 2017. Prior to that, they worked as an Assistant Vice President - Portfolio Manager at WestLB from October 1996 to November 2002. Susan also held the position of Assistant Vice President - Portfolio Manager & Fixed Income Trader at Credit Suisse Asset Management Limited from September 1989 to May 1996. Early in their career, Susan served as an Assistant Director of Operations at The Moccatta Corporation from August 1988 to September 1989.

Susan Malone, MBA, LIA has a diverse educational background that spans several prestigious institutions. In 1984, they began their academic journey at Carnegie Mellon University, where they pursued a Bachelor of Science (BS) degree in Managerial Economics and Industrial Management. Susan successfully completed their undergraduate studies in 1988.

Continuing their pursuit of knowledge, Susan enrolled in the NYU Stern School of Business, the esteemed business school at New York University. Their focus of study was International Finance, and in 1994, they earned a Master of Business Administration (MBA) degree.

With a drive for professional development, Susan recently attended the Rice University Graduate and Postdoctoral Studies, specifically the Glascock School of Continuing Education. In 2022, they completed the Certified Financial Planner Program, enhancing their expertise in financial planning.

In addition to their academic achievements, Susan has obtained certain certifications. In 2021, they successfully earned the Texas Insurance General Lines Agent certification for Life, Accident, Health, and Health Maintenance Organization (HMO). This certification was granted by the Texas Department of Insurance. Furthermore, Susan holds the certification of Notary Public, issued by the National Notary Association. The specific months and years of obtaining the Notary Public certification are not provided.

Susan Malone's education history and certifications demonstrate their commitment to continuous learning and professional growth in the fields of finance and business.