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Susan joined JMFA in 2013 with more than 25 years of experience in the financial services industry. She began her career with Dain Bosworth, now RBC Wealth Management, selling institutional fixed income products to banks and insurance companies. Her expertise includes business development, relationship management, project management, sales strategies, operations and wealth management with Dunham & Associates, Inc.; Associated Bank Investment Services, Inc.; Piper Jaffray and TCF Bank.
Susan has been an active volunteer for Children’s Cancer Research Fund for several years and served as Co-Chair of the organization’s 2011 Gala. She currently is on the Nomination Board for the Leukemia Lymphoma Society in Minneapolis.
She studied finance and business at Normandale College and University of Phoenix.
Territories: MN, WI (credit unions only)