Susan Weeks
Asset Management and National Accounts Professional.
- Role
- Director Key Accounts, Poweredby Retirement at Financial Finesse
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Susan Weeks
A client-focused, experienced national accounts professional with expertise in new…
Experience
Director Key Accounts, Poweredby Retirement
Oct 2025 — Present
Education
State University of New York at Albany
Bachelor of Science (B.S.)
Skills
- Financial Services
- National Accounts
- Mutual Funds
- Intermediary
- Team Management
- Asset Management
- Cross-Functional Team Leadership
- Intermediary Distribution
- Investments
- Sales
- Management
- Relationship Management
- Strategic Planning
- New Business Development
- Retirement Planning
- Leadership
- Retirement Plan Consulting
- Sales Management
- Business Development
- Wealth Management
- Portfolio Management
- Contract Negotiation
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