Susan Stinson

About Susan Stinson

As a Senior Director with Alvarez & Marsal’s Financial Industry Advisory Services practice in NY and Philadelphia, I am focused on transformation services in the Wealth Management sector in the Financial Services industry. With 30+ years of experience, I have led teams supporting ultra-high net worth, multigenerational family wealth with a strong focus on strategic client service models, trust operations and technology, and regulatory requirements. I led the due diligence efforts for the sale of multiple trust companies. As a Managing Director of Strategic and Regulatory Initiatives, I built the “too big to fail” resolution plan for the wealth management Americas division of a global financial institution including strategic, operational and implementation plans.As Senior Director, I am responsible for working with Financial Institutions in the wealth management, trust, banking and insurance areas on initiatives ranging from strategic vision to operational implementations to meet business or regulatory needs.Accountabilities include• Build a price realization strategy including analysis, strategic positioning, and implementation• Develop a strategy to address regulatory issues for a wealth management firm• Participate in leadership forums across financial institutions focusing on industry best practices in strategy, operations, and regulatory areasWhat we doUncover and implement the right solution, at the right time, in the right way.A&M provides global leadership, problem-solving and value creation for companies across industries and around the world. s•••••••@alvarezandmarsal.com Aside from work, I am an avid golfer and an active Board Member with the LPGA Foundation Board.FOCUS: COO, Chief Operating Officer, Trust Operations, Regulatory, Governance, Wealth Management, Trust Company, Strategic, Tactical Implementation, System Conversion, Leadership, SVP, Managing Director, P&L, Transformation, Change Management, Resolution Plans, SIFI, Global

Experience

1. Senior Director, Strategic, Operational and Regulatory Initiatives

   Alvarez & Marsal

   Jan 2019 — Present · New York, PA

   Responsible for working with Financial Institutions in the wealth management, trust, banking and insurance areas on initiatives ranging from strategic vision to operational implementations to meet business or regulatory needs. • Build a price realization strategy including analysis, strategic positioning, and implementation.• Develop a strategy to address regulatory issues for a wealth management firm.• Participate in leadership forums across financial institutions focusing on industry best practices in strategy, operations, and regulatory areas. FOCUS: COO, Chief Operating Officer, Trust Operations, Regulatory, Governance, Wealth Management, Trust Company, Strategic, Tactical Implementation, System Conversion, Leadership, SVP, Managing Director, P&L, Transformation, Change Management, Resolution Plans, SIFI, Global

Education

• La Salle University

  BA, Management and Computer Science

  1980 — 1984

• Wharton Executive Education

  Executive Negotiation Workshop: Bargaining for Advantage

• Kellogg Center for Executive Women

  Women's Impact Series: Strategic Thinking

• Drexel University

  MBA, Finance Concentration

  1984 — 1988

Skills

• Investments
• Complex Project Management
• Executive Management
• Wealth Management
• Operations Management
• Program Management
• Trust Operations Management
• Finance
• Financial Services
• Banking
• Risk Management
• Strategic Planning
• Executive Leadership and Management
• Business Analysis
• Vendor Management
• Microsoft Office
• Strategy
• Business Strategy
• Process Improvement
• Mergers & Acquisitions
• Leadership
• Management
• Information Technology for Wealth Management
• Communication and Presentation
• Change Management
• Portfolio Management
• Profit and Loss Management
• Financial Analysis
• Strategic Planning and Execution
• Training