Experience

Annex Wealth Management

• United States
• Investment Management
• 100 - 200 Employee

• Wealth Manger

  • Apr 2019 - 4 years 9 months

  Mequon, WI



Shorewood Swim Club

• Coach

  • Sep 2008 - 15 years 4 months



Northwestern Mutual

• United States
• Financial Services
• 700 & Above Employee

• Director of Internship Development

  • Jan 2016 - Mar 2019

  Milwaukee, WI

• Director of Operations and Client Relations

  • Jun 2013 - Jan 2016

  Milwaukee, WI

• Technology Coach

  • Jan 2013 - Jun 2013

  Milwaukee, WI Suzy joined Northwestern Mutual in 2012; her role as Technology Coach helps new Financial Representatives learn how to effectively leverage Northwestern Mutual’s technology resources to increase efficiency in the day-to-day operations of running a business, marketing efforts, and client management. In addition, Suzy works with existing Financial Representatives and Associates to help them master technology resources to ensure that they can be as effective and efficient as… Show more Suzy joined Northwestern Mutual in 2012; her role as Technology Coach helps new Financial Representatives learn how to effectively leverage Northwestern Mutual’s technology resources to increase efficiency in the day-to-day operations of running a business, marketing efforts, and client management. In addition, Suzy works with existing Financial Representatives and Associates to help them master technology resources to ensure that they can be as effective and efficient as possible. Specialties: Coaching financial representives on how technology can benefit their practice and working with support teams to make their operations more efficient

• Office Manager/SET Team/Technology

  • Jun 2012 - Jan 2013

  • Support to Managing Director by submitting monthly expenses and working closely with the Network Office • Assist New Financial Representatives by managing the entire TNC process, creating client folders, maintain monthly OCS reports, manage DSR, and help in the sales process • Update and manage accounts on all office computers • On-boarding new representatives • Building supportive and proactive relationships with Financial Representatives and Network Staff • Worked directly… Show more • Support to Managing Director by submitting monthly expenses and working closely with the Network Office • Assist New Financial Representatives by managing the entire TNC process, creating client folders, maintain monthly OCS reports, manage DSR, and help in the sales process • Update and manage accounts on all office computers • On-boarding new representatives • Building supportive and proactive relationships with Financial Representatives and Network Staff • Worked directly with Technology Coach to install software updates • Maintain processes, appearance, and updates in the office



Wisconsin Energy Research Consortium

• Support and Administration Coordinator

  • Jan 2012 - Jun 2012