Suzy Klapperich
Chief Compliance Officer | Financial Planning Associate
- Role
- Financial Planning Associate at Vector Wealth Management Now Bluespring Wealth
- Location
- Minneapolis, MN, US
- LinkedIn followers
- 500 followers
About Suzy Klapperich
Relationship and Account Management Specialize in providing a financial path to a…
Experience
Financial Planning Associate
Vector Wealth Management Now Bluespring Wealth
Jul 2015 — Present · Minneapolis, MN, US
Specialize in providing a financial path to a comfortable retirement for clients while leaving a legacy to their beneficiaries. The personal touch I give allows me to take a proactive role in managing client relationships. I am able to manage client\'s expectation with my comprehensive knowledge on retirement planning, tax issues, risk management and estate planning.
Skills
- Series 6
- Insurance
- Strategy
- Business Relationship Management
- Negotiation
- Cross Functional Relationship Building
- Compliance Management
- Qualified Retirement Plans
- Problem Solving
- Customer Experience Expert
- Key Account Management
- Interpersonal Relationship Skills
- Disability Insurance
- Variable Annuities
- Product Management
- Charismatic Leadership
- Indexed Annuities
- Banking
- Mutual Funds
- Business
- Risk Management
- Relationship Management
- Management
- Fixed Annuities
- Sales
- Process Improvement
- Financial Services
- Leadership
- Long Term Care Insurance
- Business Development
- Wealth Management
- Regulatory Compliance
- Cross Functional Team Leadership
- Life Insurance
- Finance
- Investments
- Marketing
- Series 63
- Project Management
- Point of Sale
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