Susan is an Associate Director, Private Wealth Client Services for Cresset and brings more than 15 years of experience in the financial services industry to her role.
Prior to joining Cresset, Susan was a Transition Management Specialist, Team Lead and then a Client Service Associate at Rockefeller Capital Management.
Previously, Susan worked at Citigroup as an Operations Manager, AVP. She graduated from Drexel University with a degree in Business Administration.
Susan resides in Johns Creek with her husband and two daughters. Outside of the office, Susan enjoys going on walks, working out, and spending time with her family.