Suzanne Beczak, CFP®
Director, Financial Counseling at Connectus Wealth Advisers- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Albany, US
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Experience
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Connectus Wealth Advisers
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United States
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Financial Services
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1 - 100 Employee
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Director, Financial Counseling
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Oct 2023 - Present
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Atlas Private Wealth Management, LLC
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United States
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Financial Services
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1 - 100 Employee
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Associate Director of Financial Planning
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Aug 2023 - Oct 2023
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Associate Wealth Management Advisor
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Jan 2021 - Aug 2023
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Financial Planning Analyst
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Dec 2019 - Jun 2021
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Manager
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Jan 2016 - Dec 2019
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Associate
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Jun 2009 - Dec 2015
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Education
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Siena College
Bachelor of Science - BS, Finance -
University at Albany, SUNY
Master of Business Administration - MBA
Community
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