Suzanne has over 25 years of experience in the financial industry, primarily in customer service. She is currently a Senior Client Services Administrator at Seven Bridges Wealth Advisors. In this role, she works closely with financial advisors to prepare meeting agendas and handle post-meeting transactions. She also works closely with clients by answering their questions, troubleshooting and helping with their various financial needs.
Outside of work, Suzanne is a proud mom of two. She loves all kinds of music, enjoys taking walks, dancing, and decorating her home.