Susan Naes Cfp®

Susan Naes Cfp® Email and Phone Number

Wealth Advisor @ Charles Schwab
Denver, CO, US
Susan Naes Cfp®'s Location
Denver Metropolitan Area, United States, United States
Susan Naes Cfp®'s Contact Details

Susan Naes Cfp® work email

Susan Naes Cfp® personal email

n/a
About Susan Naes Cfp®

Susan Naes Cfp® is a Wealth Advisor at Charles Schwab.

Susan Naes Cfp®'s Current Company Details
Charles Schwab

Charles Schwab

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Wealth Advisor
Denver, CO, US
Website:
schwab.com
Employees:
33019
Company phone:
800-435-4000
Susan Naes Cfp® Work Experience Details
  • Charles Schwab
    Wealth Advisor
    Charles Schwab
    Denver, Co, Us
    View
  • Charles Schwab
    Private Client Advisor
    Charles Schwab Sep 2018 - Present
    Westlake, Texas, Us
    View
  • Charles Schwab
    Associate Portfolio Consultant
    Charles Schwab Aug 2017 - Sep 2018
    Westlake, Texas, Us
    View
  • Merrill Lynch
    Client Associate
    Merrill Lynch Oct 2015 - Jun 2017
    New York, Ny, Us
    View
  • A Move Handled With Care
    Senior Move Manager
    A Move Handled With Care Jan 2014 - Oct 2015
    Moving Seniors into Retirement communities.
  • Invesco Us
    Senior Internal Wholesaler
    Invesco Us 2000 - 2003
    Atlanta, Ga, Us
    * Extensive virtual wholesaling to advisors and brokers* Cultivated relationships with advisors and brokers at INVESCO sponsored due diligence meetings* Generated new relationships with prospective representatives. * Identify new advisors in producing offices * Requesting referrals * Cold calling new offices * Follow up with interested advisors* Built and maintained relationships with producing advisors
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  • Transamerica Capital
    Internal Sales Associate
    Transamerica Capital 1999 - 2000
    * Developed and organized a plan for building a territory* Identified new business opportunities* Maximized current relationships
  • Transamerica Capital
    Retirement Plan Specialist
    Transamerica Capital 1999 - 2000
    * Retirement plan expert for department of 27 Internal Sales Associates and 27 wholesalers* Developed and maintained a training program outlining the applicable laws for retirement plans and selling techniques
  • Oppenheimerfunds
    Client Administrator And Retirement Plans Specialist
    Oppenheimerfunds 1996 - 1999
    Atlanta, Ga, Us
    * Acting manager on escalated call for Retirement Plans Dept.* Advised clients and sales associates on retirement plan design processes* Built and maximized relationships with Retirement Plan Sponsors and Brokers* Managed all aspects of assigned plans between Plan Sponsors, Brokers, internal operations and TPA firms* Analysed and created preventative measures to problems to increase profitability and productivity that amounted to thousands of dollars annually* Retirement expert for 100 Retirement Plan phone reps and processors on retirement information* Managed retirement training of new hires
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Susan Naes Cfp® Education Details

  • Skidmore College
    Skidmore College
    Accounting And Business/Management

Frequently Asked Questions about Susan Naes Cfp®

What company does Susan Naes Cfp® work for?

Susan Naes Cfp® works for Charles Schwab

What is Susan Naes Cfp®'s role at the current company?

Susan Naes Cfp®'s current role is Wealth Advisor.

What is Susan Naes Cfp®'s email address?

Susan Naes Cfp®'s email address is su****@****wab.com

What schools did Susan Naes Cfp® attend?

Susan Naes Cfp® attended Skidmore College.

Who are Susan Naes Cfp®'s colleagues?

Susan Naes Cfp®'s colleagues are Denise Rajotte, Adriana Montes, Lori Huff, Dylan Caples, Michael Hahn, Carlos L Cortez Aams®, Cws®, Stacey Worrell.

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