Suzanne S Katz

Certified Personal Financial Counselor, Educator and Outreach Coordinator at American Consumer Credit Counseling
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Contact Information
us****@****om
(386) 825-5501
Location
US

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LinkedIn User

Sue is a terrific presenter at my home buyer seminars, Her knowledge of budgeting and credit is second to none!

Jessica Leving Siegel, MBA

Suzanne is an honest and trustworthy person with extensive consulting experience. She is very professional and knowledgeable and I would recommend her to anyone!

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Certified Personal Financial Counselor, Educator and Outreach Coordinator
      • Nov 2009 - Present

      As an Outreach Coordinator and Educator, I teach groups of people throughout New England about Financial Literacy. The topics include: Budgeting, Understanding Credit, Credit Reports and Scores, First Time Home Buyer and Identity Theft. I work with active duty military and veterans counseling and educating on the topics of finance, credit, identity theft and resources. Participate in yellow ribbon, pre and post deployment, and corporate events. Published in the AICCCA journal, Awarded honors from the National Guard for work with their Yellow Ribbon Team, and tax program. Winner of ACCC's Employee of the Year Award 2013 and Community Service Award 2010.

  • Katz Consulting Services
    • Greater Boston Area
    • Owner
      • Jan 1990 - Present

      Tax preparation and filing, auditing, and book keeping for individuals and small business. Notary Public, Certified Life Coach, Certified Personal Financial Counselor(CPFC). Tax preparation and filing, auditing, and book keeping for individuals and small business. Notary Public, Certified Life Coach, Certified Personal Financial Counselor(CPFC).

    • Operations Manager
      • 1990 - 1992

      Accounts payable and receivables, international accounts, importing and exporting, managed front office staff and operations. Accounts payable and receivables, international accounts, importing and exporting, managed front office staff and operations.

  • Racal Interlan
    • Greater Boston Area
    • Domestic and International Credit and Collections Specialist
      • 1988 - 1990

      Responsible for domestic and international accounts receivables through 3 company name changes and owners. Responsible for domestic and international accounts receivables through 3 company name changes and owners.

Education

  • Boots Across America
    Certified military housing specialist
    2014 - 2014
  • ETS Sponcership Prgram
    certification, ETS sponsorship
    2021 - 2021
  • brookfield institute
    QPR Training certificate
    2021 - 2021
  • Nfcc
    Personal financial educator

Community

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