Sue Kuraja
Vice President at Women In Insurance & Financial Services- Claim this Profile
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Croatian Native or bilingual proficiency
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English Full professional proficiency
Topline Score
Bio
Troy McNemar
It's always been a pleasure to work with Sue, knowing that she will make sure the business needs of our mutual clients are carefully attended to. She's a great relationship builder and has introduced me to several colleagues and clients.
Michael Muttart, J.D.
Sue is a talented wealth manager who is knowledgeable about the many facets of wealth management and is valued by clients and colleagues alike.
Darren Case
From my experience in working with Sue Kuraja on mutual clients, whether complex or simple matters, I have great respect for her work ethic, knowledge of the private wealth planning area, and general abilities to make sure matters get completed to their fullest extent. Sue is very thorough in addressing clients needs and is very personable, where working with her is always a pleasure.
Troy McNemar
It's always been a pleasure to work with Sue, knowing that she will make sure the business needs of our mutual clients are carefully attended to. She's a great relationship builder and has introduced me to several colleagues and clients.
Michael Muttart, J.D.
Sue is a talented wealth manager who is knowledgeable about the many facets of wealth management and is valued by clients and colleagues alike.
Darren Case
From my experience in working with Sue Kuraja on mutual clients, whether complex or simple matters, I have great respect for her work ethic, knowledge of the private wealth planning area, and general abilities to make sure matters get completed to their fullest extent. Sue is very thorough in addressing clients needs and is very personable, where working with her is always a pleasure.
Troy McNemar
It's always been a pleasure to work with Sue, knowing that she will make sure the business needs of our mutual clients are carefully attended to. She's a great relationship builder and has introduced me to several colleagues and clients.
Michael Muttart, J.D.
Sue is a talented wealth manager who is knowledgeable about the many facets of wealth management and is valued by clients and colleagues alike.
Darren Case
From my experience in working with Sue Kuraja on mutual clients, whether complex or simple matters, I have great respect for her work ethic, knowledge of the private wealth planning area, and general abilities to make sure matters get completed to their fullest extent. Sue is very thorough in addressing clients needs and is very personable, where working with her is always a pleasure.
Troy McNemar
It's always been a pleasure to work with Sue, knowing that she will make sure the business needs of our mutual clients are carefully attended to. She's a great relationship builder and has introduced me to several colleagues and clients.
Michael Muttart, J.D.
Sue is a talented wealth manager who is knowledgeable about the many facets of wealth management and is valued by clients and colleagues alike.
Darren Case
From my experience in working with Sue Kuraja on mutual clients, whether complex or simple matters, I have great respect for her work ethic, knowledge of the private wealth planning area, and general abilities to make sure matters get completed to their fullest extent. Sue is very thorough in addressing clients needs and is very personable, where working with her is always a pleasure.
Credentials
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Financial Security Advocate
NAIFAAug, 2022- Sep, 2024
Experience
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Women In Insurance & Financial Services
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United States
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Financial Services
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1 - 100 Employee
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Vice President
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Oct 2023 - Present
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The Consulate Group
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United States
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Biotechnology Research
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1 - 100 Employee
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Founder
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Jul 2022 - Present
Transformation Through Technology Transformation Through Technology
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MassMutual
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United States
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Financial Services
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700 & Above Employee
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Member, MassMutual Blockchain Community of Practice
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Apr 2021 - Present
MassMutual Blockchain Contributor, helping advance and modernize insurance business through DLT applications.
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VP Director of Brokerage, MassMutual Agency Brokerage
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Jan 2014 - Present
• As Brokerage Director at MassMutual Agency Brokerage, an agency of Massachusetts Mutual Life Insurance Company (MassMutual), we distribute and educate producer groups on the portfolio of MassMutual Insurance products: Group Voluntary, Individual Whole Life, Universal and Term Insurance, Disability Income Insurance products, Long Term Care Insurance and Annuities. We advise the company's strong and growing network of financial professionals and third parties helping their clients make good… Show more • As Brokerage Director at MassMutual Agency Brokerage, an agency of Massachusetts Mutual Life Insurance Company (MassMutual), we distribute and educate producer groups on the portfolio of MassMutual Insurance products: Group Voluntary, Individual Whole Life, Universal and Term Insurance, Disability Income Insurance products, Long Term Care Insurance and Annuities. We advise the company's strong and growing network of financial professionals and third parties helping their clients make good financial decisions for the long term. • You can expect customized education and support for all your clients' needs. POS, case consultation, Estate and Business Planning expertise, marketing and illustration support, plan design plus product positioning strategies and presentations. • I am licensed to sell insurance and securities in Arizona.
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President
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Jan 2020 - Oct 2022
WIFS National Technology Task Force Lead - Current WIFS Phoenix Immediate Past President - Current WIFS Phoenix Chapter Est. Jan. 2020, Founding Member WIFS Phoenix Podcast "Counting on Her" Est. Aug. 2021, Founding Member WIFS National "Woman of the Year 2021" WIFS National "Chapter of the Year 2022" Our Website: https://wifsphx.com Our LinkedIn: https://www.linkedin.com/in/wifsphx/ Our Instagram: https://www.instagram.com/wifsphx/ Our Facebook:… Show more WIFS National Technology Task Force Lead - Current WIFS Phoenix Immediate Past President - Current WIFS Phoenix Chapter Est. Jan. 2020, Founding Member WIFS Phoenix Podcast "Counting on Her" Est. Aug. 2021, Founding Member WIFS National "Woman of the Year 2021" WIFS National "Chapter of the Year 2022" Our Website: https://wifsphx.com Our LinkedIn: https://www.linkedin.com/in/wifsphx/ Our Instagram: https://www.instagram.com/wifsphx/ Our Facebook: https://www.facebook.com/wifsphx Our Email: info@wifsphx.com Show less WIFS National Technology Task Force Lead - Current WIFS Phoenix Immediate Past President - Current WIFS Phoenix Chapter Est. Jan. 2020, Founding Member WIFS Phoenix Podcast "Counting on Her" Est. Aug. 2021, Founding Member WIFS National "Woman of the Year 2021" WIFS National "Chapter of the Year 2022" Our Website: https://wifsphx.com Our LinkedIn: https://www.linkedin.com/in/wifsphx/ Our Instagram: https://www.instagram.com/wifsphx/ Our Facebook:… Show more WIFS National Technology Task Force Lead - Current WIFS Phoenix Immediate Past President - Current WIFS Phoenix Chapter Est. Jan. 2020, Founding Member WIFS Phoenix Podcast "Counting on Her" Est. Aug. 2021, Founding Member WIFS National "Woman of the Year 2021" WIFS National "Chapter of the Year 2022" Our Website: https://wifsphx.com Our LinkedIn: https://www.linkedin.com/in/wifsphx/ Our Instagram: https://www.instagram.com/wifsphx/ Our Facebook: https://www.facebook.com/wifsphx Our Email: info@wifsphx.com Show less
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U.S. Bank
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United States
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Legal Services
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1 - 100 Employee
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Vice President, Wealth Management Consultant
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Mar 2010 - Dec 2013
• The Private Client Reserve at U.S. Bank offers access to a universe of solutions through a highly collaborative relationship with the experts of the Wealth Management team • The Wealth Management Consultant represents the Investment Management, Personal Trust, Private Banking, Insurance, and Financial Planning team to successful families, individuals, & business professionals in Arizona • The Private Client Reserve at U.S. Bank offers access to a universe of solutions through a highly collaborative relationship with the experts of the Wealth Management team • The Wealth Management Consultant represents the Investment Management, Personal Trust, Private Banking, Insurance, and Financial Planning team to successful families, individuals, & business professionals in Arizona
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Regional Sales Director
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Dec 2007 - Apr 2009
• Managed distribution activities within strategic relationships which included but were not limited to the following: Ameriprise Financial, Linsco Private Ledger, Raymond James, RBC, & Wells Fargo • Developed producer knowledge, increasing market share of Retirement Income product suite which most recently resulted in 260% YOY growth as of May 2009 • Managed distribution activities within strategic relationships which included but were not limited to the following: Ameriprise Financial, Linsco Private Ledger, Raymond James, RBC, & Wells Fargo • Developed producer knowledge, increasing market share of Retirement Income product suite which most recently resulted in 260% YOY growth as of May 2009
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Allstate Financial
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United States
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Financial Services
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700 & Above Employee
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Regional Sales Manager
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Jun 2006 - Dec 2007
• Managed wholesale efforts of Allstate Financial product line which included Variable, Indexed, Fixed Annuities and Life Insurance within Bank and Independent Financial Planner Channels, i.e. Bank of America, Bank of the West, Chase, Citigroup, Compass BBVA, LPL, Raymond James, US Bank, and Wells Fargo through out Arizona, Nevada, and New Mexico.
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Regional Sales Consultant
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Feb 2004 - May 2006
Distribution Management
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Bank One
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Banking
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200 - 300 Employee
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Investment Banker
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Jun 2002 - Jan 2004
Investment Consultant Investment Consultant
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Education
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1996 - 1997
Northern Illinois University
BS, Marketing -
1994 - 1997
Northern Illinois University
Bachelor of Science (B.S.), Marketing
Community
