Susan Diaz

Susan Diaz is an experienced Direct Business & Insurance Specialist at Vanderbilt Financial Group, where responsibilities include processing advisor appointments with insurance carriers and managing Direct Variable Annuity and Mutual Fund business. A former Executive Assistant to the CEO, Susan provided high-level administrative support, scheduled meetings, and coordinated significant events. Prior roles include Team Coordinator at OppenheimerFunds, where coordination of logistics for client meetings and events was essential, and Sales/Marketing Coordinator at HSBC Securities, focused on supporting investment and insurance wholesalers. Susan began their career as a Regional Sales Coordinator at Essex Corporation, successfully increasing annuity sales for financial consultants. Susan holds a Diploma in Executive Secretarial from Briarcliffe School of Business.