Founder, Desk Next Door | Administrative And Client Service Support For Independent Rias
Desk Next Door
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Sue Maxwell Email & Phone Number
Founder, Desk next Door | Administrative and Client Service Support for Independent RIAs
at
Desk next Door
1 work email found
@vanguard.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder, Desk next Door | Administrative and Client Service Support for Independent RIAs
Location
Phoenix, Arizona, United States
Who is Sue Maxwell? Overview
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Quick answer
Sue Maxwell is listed as Founder, Desk next Door | Administrative and Client Service Support for Independent RIAs at Desk next Door, based in Phoenix, Arizona, United States. AeroLeads shows a work email signal at vanguard.com and a matched LinkedIn profile for Sue Maxwell.
Sue Maxwell previously worked as Relationship Manager II at Vanguard and Retirement Savings Consultant at Vanguard. Sue Maxwell holds As, Business Administration from Glendale Community College.
Company email context
Email format at Desk next Door
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{first}_{last}@vanguard.com
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AeroLeads found 1 current-domain work email signal for Sue Maxwell. Compare company email patterns before reaching out.
Profile bio
About Sue Maxwell
Sue Maxwell is a Founder, Desk next Door | Administrative and Client Service Support for Independent RIAs at Desk next Door. She possess expertise in property and casualty insurance, premium financing, commercial lending, insurance, account management and 7 more skills.
Listed skills include Property And Casualty Insurance, Premium Financing, Commercial Lending, Insurance, and 8 others.
Current workplace
Sue Maxwell's current company
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7 roles
Sue Maxwell work experience
A career timeline built from the work history available for this profile.
Relationship Manager Ii
Building and maintaining strong client relationships through wealth management guidance and support during moment of truth life events.
Retirement Savings Consultant
Turning prospects into clients by providing education on available investment products that might be instrumental in achieving their retirement accumulation and income goals.
Aug 2012 - Mar 2016
Account Executive
Universal Insurance
New business development for national commercial insurance program.
Dec 2011 - Aug 2012
Senior Account Manager
Afs/Ibex Financial Services, Inc.
Providing premium financing to the property and casualty industry since 1986. AFS/IBEX is committed to taking care of our agents/brokers and customers needs by investing in the latest computer technology. We're big enough to handle your premium finance needs but small enough to care.
Jun 2009 - Dec 2011
Vice President /Relationship Manager
Adb Bank
Offered premium finance, commercial lending products and deposit investment services to independent insurance agents.
Feb 2008 - Mar 2009
Regional Vp/Relationship Manager
First exposure to the premium finance industry and sales. Successfully developed and managed a premium finance book in the Southwest Region of the US; Arizona, New Mexico, Colorado and Northern California.
Jun 2001 - Jan 2008
1 education record
Sue Maxwell education
FAQ
Frequently asked questions about Sue Maxwell
Quick answers generated from the profile data available on this page.
What company does Sue Maxwell work for?
Sue Maxwell works for Desk next Door.
What is Sue Maxwell's role at Desk next Door?
Sue Maxwell is listed as Founder, Desk next Door | Administrative and Client Service Support for Independent RIAs at Desk next Door.
What is Sue Maxwell's email address?
AeroLeads has found 1 work email signal at @vanguard.com for Sue Maxwell at Desk next Door.
Where is Sue Maxwell based?
Sue Maxwell is based in Phoenix, Arizona, United States while working with Desk next Door.
What companies has Sue Maxwell worked for?
Sue Maxwell has worked for Desk Next Door, Vanguard, Universal Insurance, Afs/Ibex Financial Services, Inc., and Adb Bank.
How can I contact Sue Maxwell?
You can use AeroLeads to view verified contact signals for Sue Maxwell at Desk next Door, including work email, phone, and LinkedIn data when available.
What schools did Sue Maxwell attend?
Sue Maxwell holds As, Business Administration from Glendale Community College.
What skills is Sue Maxwell known for?
Sue Maxwell is listed with skills including Property And Casualty Insurance, Premium Financing, Commercial Lending, Insurance, Account Management, Commercial Insurance, New Business Development, and Customer Service.
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