Susan Hansen

SVP, Implementation & Client Services at Ultimus LeverPoint

Susan Hansen is the Senior Vice President of Implementation and Client Services for the day-to-day operations for Client Services. She ensures that each client is provided with the highest level of service and serves as an additional contact between the client and all Ultimus departments. Additionally, Susan coordinates and manages the process for new fund launches and fund conversions.

Susan, who joined Ultimus in April 2000, has over 24 years of mutual fund service and sales experience. Susan came to Ultimus from Dreyfus Service Corporation, where she worked from 1991 to 2000. During her career at Dreyfus, Susan conducted mutual fund training programs, managed the Inbound and Outbound Service and Sales Call Center and worked closely with Dreyfus’s Marketing Division on service and sales campaigns.

Susan received a Bachelor of Science in Business Administration from C.W. Post, Long Island University. Susan is FINRA Series 24, Series 7 and Series 63 Licensed.

Timeline

  • SVP, Implementation & Client Services

    Current role