Susan Traver
Partner | Senior Client Advisor at Brown Advisory
- Role
- Partner and Senior Advisor at Brown Advisory
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About Susan Traver
Wealth Management Executive with years of comprehensive experience. Skilled in creating new business, developing and executing client plans, building teams and relationships across organizations to meet clients unique needs while delivering results. I became a passionate volunteer and Board Member of Juvenile Diabetes Research Foundation (JDRF) after my son was diagnosed with Type 1 Diabetes in 2006. I am incredibly proud of how well he handles the daily challenges he faces. Not to be overlooked, I am equally proud of his two older sisters who have become amazing young women.
Experience
Partner and Senior Advisor
Oct 2019 — Present · Washington, DC, US
Education
American University - Kogod School of Business
Master of Business Administration - MBA, Finance
Auburn University
BS, International Business
Skills
- Wealth Management
- Investment Management
- Trading
- Wealth Management Services
- Private Banking
- Management
- Program Management
- Financial Services
- Estate Planning
- Investments
- Asset Allocation
- Banking
- Leadership
- Alternative Investments
- Asset Managment
- Portfolio Management
- Finance
- Series 7
- Wealth
- Asset Management
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