Susan was born and raised in Miami, FL. and later moved to Wantagh, NY, on Long Island. After completing her studies, Susan began a career in the financial arena at The Dreyfus Corporation. She honed her financial know-how at Dreyfus, becoming adept at communicating complex ideas in comprehensible language, and was soon promoted to the position of Senior Internal Wholesaler. She began with a small territory, but that was eventually expanded to include the entire East Coast.
As Susan’s career progressed, so did her personal life. She got married and started a family, becoming a full-time mom after the birth of her second child. Susan rejoined the work force once her children were in college and soon began working for Morgan Wilshire as an Executive Assistant.
Susan is a true professional, known for getting the job done despite difficult circumstances. Her position has many time sensitive deadlines and involves handling private client data, which she does with the utmost care and precision. She is able to meet, and in most cases exceed, the demands of the firm’s clientele. In addition, Susan does a standout job of processing the work of senior representatives, allowing them to spend more time servicing the firm’s clientele. This is a godsend for ourRegistered Representatives, as the increased time spent focusing on client services makes us that much more valuable to our clients.
In short, Susan’s success can be attributed to an extensive industry knowledge and a genuine concern for her clients. “Susan is a dream to work with” is a familiar refrain heard from Morgan Wilshire clients. Within the firm, we feel the same way.
On a personal note, Susan enjoys playing beach volleyball with her husband, rollerblading, cooking, and most of all watching her daughter play soccer and her son play softball.