Experience

Alpen Wealth Advisory Group

• United States
• Financial Services
• 1 - 100 Employee

• Head Of Client Services

  • Apr 2019 - Present

  Identifying and implementing administrative and communications initiatives to enhance client service/loyalty. Susan has 15+ years of marketing/service-oriented leadership in professional services; developing messaging, administrative services, and events to create memorable experiences and lasting relationships with clients, corporate executives and board members. Alpen Wealth operates on an individualized basis incorporating client's long and short-term goals. Before we craft your financial strategy, we take steps to understand your unique situation. We can tailor our services to any situation, ensuring you the customized care you deserve. After all, your situation is unique...why settle for a financial plan that isn’t? Advisory services offered through Alpen Wealth Advisory Group, a Member of Advisory Services Network, LLC. Show less



Frank Advisory Services, Inc.

• St. Charles, Illinois

• Client Services Director

  • Jul 2009 - Jun 2018

  Susan Renard excels in creating lasting client relationships through on-boarding, account management, technical support, event development, and communications. Frank Advisory Services Inc. specializes in investment management, retirement planning and tax planning and has been providing clients with a one-stop solution for their financial needs for over 25 years. We help our clients accumulate and preserve their wealth with our in-depth understanding of how investment, tax and estate planning needs fit together. Our clients enjoy the benefit of being able to discuss all of their financial concerns with an experienced advisor who has in-depth knowledge of both investment and tax management. Frank Advisory financial advice is unbiased and independent. At Frank Advisory Services Inc., we believe in measuring our success through client satisfaction, not numbers. Their many referrals are our greatest compliment. Michael W. Frank, CPA/PFS, CFP® founded Frank Advisory Services, Inc. in 1994 to provide unbiased, comprehensive financial services to individuals and small businesses. With over twenty-five years of tax and financial planning experience, Mike creates in-depth, customized financial plans that address each client’s retirement needs and goals. Show less



The PrivateBank

• Banking
• 100 - 200 Employee

• Managing Director

  • Oct 2008 - Sep 2009

  *Companywide restructuring, can provide excellent references. The PrivateBank is a full-service financial institution with a concentration in B2B lending. The PrivateBank has approximately $12 billion in assets, 34 locations in 5 U.S. regions and approximately 1000 employees. From 1989-2008, The PrivateBank concentrated in providing financial services to entrepreneurs, business owners and executives and high-net worth individuals and families in affluent markets.Promoted to interface with key executives in 4 lines of business to provide a bridge between new employees and existing employees during transition to product-based banking model.Significant Accomplishments:Developed corporate-wide premium and print online ordering system to maximize total spend, create staffing efficiencies and strengthen brand consistency.Created corporate-wide entertainment communication system to achieve maximum use of ticket commitments. Increased use of venues for client relationship building by 20% in first quarter. Show less

• Associate Managing Director

  • 2005 - Oct 2008

  Created centralized, multi-channel internal communications. Orientation manager. Coordinated communications development, employee PR and corporate event planning. Liaised with Sales, HR, Finance, IT and Operations. Managed marketing budget and external vendors. Community liaison.Significant Accomplishments:* 8 awards, 6 first place, for communication materials including Annual Report, Website Rebranding, Collateral and Media Campaigns* Developed e-newsletters and intranet content to improve internal communications and cross-team cooperation, strengthen brand and encourage new business development.* Created and directed communications committee to share best practices in corporate departments and remote locations across 10 states in 5 U.S. regions. Show less

• Officer, Marketing

  • 2002 - 2005

  Coordinated daily marketing activities in advertising, new employee PR, collateral production, internet communications and event planning. Significant Accomplishments:* Developed first corporate, brand-focused orientation program resulting in decrease of new employee transition period from 12 months to 4 months with program acceptance rate of 90%9 design awards in production of Annual Reports* Production coordination of first advertising campaign in company history resulting in increase of 75% in consumer awareness in focus groups* Seamlessly migrated 3 separate websites into one corporate URL resulting in security risk reduction of 75% and cost efficiency increase of 30% Show less