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Seasoned and multi-talented financial services professional with in-depth experience in both front and back house operations including: branch operations and sales management, risk management, human resourcing and management/staff development, internal auditing and performance QA, retail, commercial and mortgage lending operations, wealth management and investment portfolio optimization, policy/procedure development and implementation, and organizational architecture.Proven leader and highly effective problem solver, with well-honed skills for identifying and optimizing opportunities while foreseeing consequences prior to decisions. Career history of successfully applying these capabilities to a variety of opportunities with emphasis in finance and investments, to the benefit of individuals, families, teams, organizations and the community.
On Point Wealth Strategies Llc
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Wealth Strategist And Investments AdvisorOn Point Wealth Strategies LlcWilliamsburg, Va, Us
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Wealth Strategist & Investments AdvisorOn Point Wealth Strategies Llc Apr 2021 - PresentWilliamsburg, Virginia, United States
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Client AdvisorMiddleburg Financial Nov 2015 - Jul 2020Union Bank & Trust, Hampton Roads, Virginia• Served as Team Leader of a group of five associates and wealth management advisors for Middleburg’s Williamsburg office … one of 18 offices in a Virginia-based firm and the greater Hampton Roads marketplace. Middleburg Financial offered trust, wealth management, and private banking services with deposit products provided by Atlantic Union Bank and investment transactionsfacilitated through Raymond James & Associates.• Serviced wealth branch’s total portfolio of $100+ million under management, providing private banking services for individuals, families, business owners and foundations.• Led a collaborative effort where all team members contributed to the success of each other’s portfolios. Working at the highest levels of planning, provided innovative and comprehensive strategies that delivered consistent results well above industry averages.• Provided value-added service spanning the full spectrum of life situations including current portfolio management, education and tuition planning, business acquisition or succession, charitable giving, real estate acquisition, etc.• Services utilized included investments, trusts, banking, concierge lending and insurance.• Delivered four consecutive years of well above quota performance prior to the Bank’s decision to eliminate the Client Advisor position.
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Vice President & Client AdvisorSuntrust Private Wealth Management Nov 2012 - Nov 2015Williamsburg, Virginia• In charge of a distinct division of SunTrust’s regional operation in the greater Williamsburg area. Coordinated the provision of wealth services for individuals / families of high net worth, business owners, financiers, professionals and other bank customers requiring private client support. Wealth offices remained effective until management’s decision to convert to call in servicing centers.• Recruited, screened, hired, mentored, developed and evaluated the efforts of six financial services specialists. Supported clients developed through personal solicitation efforts, referrals from current clients and referrals from any of ~62 branches in the region.• Championed the Division’s primary objective to facilitate the achievement of short term goals for clients, while preserving and increasing their assets for future generations. -
Investment ExecutiveDavenport & Company Llc Dec 2003 - Nov 2012Newport News, Hampton & Williamsburg, VaI serve individuals, families and businesses with financial planning based solutions. Professional money management solutions and professional money management services through Davenport Asset Management. Each new client relationship begins with listening to you in order to fully understand what you want to achieve with your money. -
Investment ExecutiveA G Edwards & Sons Aug 2002 - Dec 2003
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Retail Manager And Loan OfficerCitizens & Farmers Bank (C&F Bank) 1996 - 2002Assisted individuals, families, charitable organizations and businesses with matters relating to their finances including saving, investing, consumer and commercial loans. Received ParaPlanner designation.
Susan Gordon Skills
Susan Gordon Education Details
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Virginia Wesleyan CollegeBachelor Of Arts (B.A.) -
Univeristy Of California At San Francisco
Frequently Asked Questions about Susan Gordon
What company does Susan Gordon work for?
Susan Gordon works for On Point Wealth Strategies Llc
What is Susan Gordon's role at the current company?
Susan Gordon's current role is Wealth Strategist and Investments Advisor.
What is Susan Gordon's email address?
Susan Gordon's email address is su****@****mes.com
What is Susan Gordon's direct phone number?
Susan Gordon's direct phone number is +172736*****
What schools did Susan Gordon attend?
Susan Gordon attended Virginia Wesleyan College, Univeristy Of California At San Francisco.
What are some of Susan Gordon's interests?
Susan Gordon has interest in Social Services, Education, Arts And Culture, Triscuit.
What skills is Susan Gordon known for?
Susan Gordon has skills like Banking, Investments, Financial Planning, Finance, Strategic Financial Planning, Investment Strategies, Loans, Portfolio Management, Financial Services, Asset Management, Securities, Financial Advisory.
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Susan Gordon
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