Susanna Pinto

Private Client Associate

Susanna Pinto is a skilled Financial Planning Associate with experience in various industries such as education, finance, and hospitality. Susanna has a strong background in financial analysis, client relations, and business development. Susanna has a Bachelor of Arts in International Relations and Asian Studies from Colgate University and holds a real estate license from Coldwell Banker Residential Brokerage. Susanna is dedicated, detail-oriented, and proficient in Salesforce CRM implementation and data analysis.

Location

Irvine, United States

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