Susan Haney

Susan Haney Email and Phone Number

Manager @ LPL Financial
san diego, california, united states
Susan Haney's Location
Charlotte, North Carolina, United States, United States
Susan Haney's Contact Details

Susan Haney work email

Susan Haney personal email

n/a
About Susan Haney

Susan Haney is a Manager at LPL Financial. She possess expertise in fixed income, customer service, microsoft office, risk management, bloomberg and 11 more skills.

Susan Haney's Current Company Details
LPL Financial

Lpl Financial

View
Manager
san diego, california, united states
Website:
lpl.com
Employees:
7900
Susan Haney Work Experience Details
  • Lpl Financial
    Manager
    Lpl Financial Jul 2023 - Present
    United States
  • Lpl Financial
    Manager Supervision
    Lpl Financial Jul 2023
    United States
  • Lpl Financial
    Sr . Supervisory Principal
    Lpl Financial Apr 2018
    Fort Mill, South Carolina
  • Lpl Financial
    Supervisory Principal
    Lpl Financial Mar 2016 - Mar 2018
    Charlotte, North Carolina Area
  • Bank Of America Merrill Lynch
    Sr Client Services Rep
    Bank Of America Merrill Lynch Oct 2015 - Mar 2016
  • Bny Mellon
    Vice President
    Bny Mellon Jun 2012 - Oct 2014
    Lake Mary, Florida
    Fixed Income SalespersonMSRB Municipal PrincipalManager of Execution Support Desk
  • Pershing, A Bny Mellon Company
    Vice President
    Pershing, A Bny Mellon Company May 1997 - Jun 2012
    Charlotte, North Carolina Area
    Fixed Income Salesperson
  • Cowen And Company
    Salesperson
    Cowen And Company Aug 1989 - Apr 1997
    Greater New York City Area
    Executive Assistant to highest producing broker. Administrative Assistant and salesperson in Fixed Income Department.
  • Morgan Stanley
    Sell Side Assistant
    Morgan Stanley Sep 1986 - Mar 1989
    Greater New York City Area
    Mergers and Acquisitions Project Coordinator

Susan Haney Skills

Fixed Income Customer Service Microsoft Office Risk Management Bloomberg Microsoft Excel Series 7 Microsoft Word Series 24 Series 63 Capital Markets Fixed Income Trading Regulatory Compliance Trading Finra Series 53 Finra Series 4

Susan Haney Education Details

Frequently Asked Questions about Susan Haney

What company does Susan Haney work for?

Susan Haney works for Lpl Financial

What is Susan Haney's role at the current company?

Susan Haney's current role is Manager.

What is Susan Haney's email address?

Susan Haney's email address is su****@****lpl.com

What schools did Susan Haney attend?

Susan Haney attended Stony Brook University.

What skills is Susan Haney known for?

Susan Haney has skills like Fixed Income, Customer Service, Microsoft Office, Risk Management, Bloomberg, Microsoft Excel, Series 7, Microsoft Word, Series 24, Series 63, Capital Markets, Fixed Income Trading.

Who are Susan Haney's colleagues?

Susan Haney's colleagues are Frank Givens, Cpa, Andrea Hill, Brian A. Martin, Brett Rowe, Cfp®, Jacob Isenberg, Shaimaa Hassanein, Sonya Smith.

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