Susanna Pinto has a diverse background in financial planning and analysis, business development, and client relations. With experience in various industries, including wealth management, education, and hospitality, Susanna has honed their skills in providing support to clients, coordinating activities, and developing strategies to enhance organizational performance. Susanna's educational background includes a Bachelor of Arts in International Relations and Asian Studies, as well as certifications in real estate and employee relocation.
May, 2022 - present
Financial Planning Associate at Potomac Financial Private Client Group
Financial Planning Associate at Clearstead
Financial Planning Associate at Mason Investment Advisory Services, Inc.
Financial Planning Associate at FCA Corp
Financial Planning Associate at Betcher Financial Group