Susan T.
Private Client Associate @ Janney Montgomery Scott LLC | Notary Public (Virginia) | Financial Analysis Specialist
- Role
- Private Client Associate at Janney Montgomery Scott LLC
- Location
- Roanoke, VA, US
- LinkedIn followers
- 500 followers
About Susan T.
At First Citizens Bank, our team\'s commitment to deepening customer relationships was paramount. We achieved this through strategic conversations and financial guidance, leading to a notable expansion of our customer base and reinforced loyalty. My role was critical in this success, leveraging my proficiency in financial literacy and a vigilant attention to detail.Equipped with a recent Master of Science in Finance and a knack for financial data analysis, I am prepared to drive informed decision-making. My professional ethos is anchored in applying analytical insights to bolster clients\' financial health. With my expertise in data analysis tools, I enable our stakeholders to visualize and comprehend complex financial landscapes, facilitating strategic growth and value enhancement.
Experience
Private Client Associate
Mar 2025 — Present · Roanoke, VA, US
Education
James Madison University
Bachelor of Science - BS, Business Technology and Small Business Management
William & Mary
Master of Science - MS, Finance
2022 — 2024
Virginia Western Community College
Business Administration
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