Sue Ann Votta

Be humble and kind

Role
Practice Manager at Balanced Wealth Management
Location
Cranston, RI, US
LinkedIn followers
500 followers

About Sue Ann Votta

I have over 30+ years of experience in the financial industry sector. In addition, I have…

Experience

  1. Practice Manager

    Balanced Wealth Management

    Jun 2024 — Present · East Greenwich, RI, US

Education

  • Providence College

    BS, Business Communications

    1996 — 2008

  • Bryant University

    Project Management Certification Program, Project Management

    2013 — 2013

  • Johnson & Wales University

    Associates of Business Admininstration, Business Administration and Management/Communications

    1985 — 1996

Skills

  • Underwriting
  • Credit
  • Loans
  • Sales
  • Banking
  • Loan Origination
  • Cross Selling
  • Credit Analysis
  • Commercial Banking
  • Refinance
  • Commercial Lending
  • Branch Banking
  • Mortgage Lending
  • Consumer Lending
  • Customer Service
  • Lines of Credit
  • Management
  • Strategic Planning
  • Small Business Lending

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Sue Ann Votta — Practice Manager at Balanced Wealth Management in Cranston, RI, US | Unifers