Susan Gustafson
Senior Client Service Manager at Focus Financial with 20+ years of experience
- Role
- Senior Client Service Manager Registered Assistant at Focus Financial Network, Inc
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Susan Gustafson
As a Senior Client Service Manager, Susan supports Michael L. Gustafson, CFP®’s…
Experience
Senior Client Service Manager Registered Assistant
Jan 2004 — Present · Minneapolis, MN, US
Susan maintains the Series 7 and Series 63 licenses.Important Disclosure:Michael L. Gustafson, CFP® offers investment advisory, insurance and financial planning services through Focus Financial Network, Inc. Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Skills
- Project Management
- Series 7
- Team Leadership
- Vendor Management
- Financial Services
- Crm
- Securities
- Estate Planning
- Finance
- Financial Advisory
- Change Management
- Employee Benefits
- Marketing Communications
- Series 63
- Project Team Management
- Mutual Funds
- Management
- Asset Management
- Investments
- Insurance
- Project Coordination
- Marketing Strategy
- Retirement
- Strategic Financial Planning
- Wealth Management
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