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.