Susan Cruz
Vice President, Private Wealth Senior Relationship Manager
- Role
- Private Wealth Senior Relationship Manager, Vice President at Merrill Lynch
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
About Susan Cruz
I never want to retire\". sound familiar business owners? Of course, it does…
Experience
Private Wealth Senior Relationship Manager, Vice President
Feb 2018 — Present
Skills
- Asset Management
- Finance
- Securities Licensed: 7, 63,65, 3, 8, 23
- Wealth Management
- Financial Services
- Series 7
- Series 63
- Portfolio Management
- Investments
- Leadership
- Securities
- Mutual Funds
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