Susan Bennett
Private Wealth Advisor at U.S. Bank
- Role
- Private Wealth Advisor at U.S. Bank
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Susan Bennett
As a Private Wealth Advisor, Susan provides comprehensive wealth management strategies tailored to her clients’ specific needs. These strategies encompass Investment Management, Private Banking, Trust and Estate Services, and Wealth Planning. Susan takes the time to understand her clients’ unique needs, and she directs teams of specialists, often working closely with estate-planning attorneys, accountants and local centers of influence.Susan has worked in the financial services industry since 1986. Prior to joining U.S. Bank Private Wealth Management, she served as a Senior Fiduciary Advisory Specialist, Senior Vice President at Wells Fargo Private Bank in New York, before that role she was a Wealth Advisor for this bank for several years.
Experience
Private Wealth Advisor
Jan 2022 — Present · New York, NY, US
Skills
- Wealth Management
- Securities
- Investments
- Financial Services
- Management
- Portfolio Management
- Alternative Investments
- Financial Planning
- Wealth
- Asset Management
- Financial Advisory
- Microsoft Word
- Equities
- Microsoft Office
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