Sue Corle has extensive experience in business development and operations, currently serving as a Business Development Representative at Mason Investment Advisory Services, Inc. since July 2015. Prior roles include Operations Manager for Global Sales Operations at Infor, where support was provided to global service client partners, and HR Generalist/Professional Services Coordinator at Everest Software, Inc., focusing on recruitment and training. Additional experience includes client-facing roles at Chapel Valley Landscape Company and The Care of Trees, along with a technical proposal specialization at Tellabs, Inc. and recruitment management at SER Solutions, Inc. and International Telesystems Corporation. Sue Corle holds an Associate's degree in Accounting from Northern Virginia Community College.
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Mason Investment Advisory Services, Inc.
Mason was founded in 1982 to provide private individuals and families with highly customized financial planning, investment management and charitable giving advice. Mason also provides financial planning to senior corporate executives at companies that sponsor financial planning as a corporate benefit. Since 1982, we have grown our business to include investment consulting for institutions, including foundations, endowments, corporate funds, and retirement plans. Our services for institutions are offered on a traditional or non-discretionary basis and on an outsourced chief investment officer (OCIO) or discretionary basis. Our business was founded on the principle that our clients deserve straightforward, independent advice, offered by highly experienced, trusted advisors who are uninfluenced by the conflicts presented when a firm offers proprietary products. As a boutique investment advisory firm, we provide our clients with advice based on sound, time-tested principles and with the data they need to make sound financial decisions. Our private client and institutional practices are relationship based – backed by our highly experienced staff who are dedicated to providing each client with extraordinary service and attention.