Susan leads the Accounts and Transfers departments at TradePMR as an Operations Manager. These departments cover a range of responsibilities. The Accounts team handles the opening of customer accounts on the TradePMR platform and maintains accurate books and records, while the Transfers department manages transfers of assets to TradePMR.
Susan has been at TradePMR since 2014 and has more than 20 years of experience in financial services, including time as a bank operations manager. She holds several securities licenses, including series 7, 24, and 63.
Susan lives in Alachua, Florida, and spends time with her two sons.
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Sources and Disclosures
1 Baldwin Named one of “20 People Who Will Change Wealth Management in 2020” by the editors at Financial Planning magazine, December, 2019
² T3/Inside Information Survey, Joel Bruckenstein and Bob Veres, May 2022, sponsored by AssetBook, Holistiplan, Advyzon, Addepar, and Fidelity Investments, T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, March 2021, sponsored by Salesforce, and 2019 Software Survey, Joel Bruckenstein and Bob Veres, January 2019, sponsored by Orion Advisor Services and Morningstar, Inc.
³ Business Intelligence Group Announces the Winners of the 2019 Excellence in Customer Service Awards; Philadelphia, PA, May, 2019
4 50 Most Promising FinTech Solution Providers – 2019, CIOReview, May 2019
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