Susan Vidalon-Suzuki work email
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Susan Vidalon-Suzuki personal email
I was born and raised in San Francisco, CA by two immigrant parents and have seen firsthand the importance of not only hard work but also financial literacy and education. Because of that, I am proud to work with the public sector, including educators and non-profits, and continuously aim to build relationships and provide accessibility to financial literacy for those of various backgrounds and identities.My goal is to make individuals and business owners feel valued and in control of their own finances, regardless of account value or complexity. I look forward every day to working with new individuals and will always strive to maintain a growth mindset to impact the most people in my community.
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Financial ConsultantEquitable Advisors Jan 2020 - PresentSan Francisco Bay AreaWe help individuals and businesses with overall financial planning, including asset management, retirement planning, estate planning, life insurance, long term care and disability insurance. Using Equitable's open architecture platform, we tailor each strategy to a specific client’s goals and objectives, then offer solutions from hundreds of investment and insurance companies. CA Insurance License: #0M71892
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Financial ConsultantAxa Advisors, Llc Oct 2018 - Jan 2020San Francisco Bay Area -
Michael Orradre Library Student AssistantSanta Clara University Oct 2014 - Dec 2017Santa Clara University, Santa Clara, Ca- Operate the Automated Retrieval System (ARS); organize, retrieve and store items- Assist students in finding necessary material and sources for projects and papers- Store books within the library, as well as maintain cleanliness and organization -
Financial Planning & Analysis InternPandora Jun 2017 - Aug 2017Oakland, Ca- Created a tool to evaluate return on investment- Analyzed variances between forecast and actuals for 2017 operational expenses- Created forecast for 2018 operational expenses -
Financial Planning InternSan Francisco Public Utilities Commission Jun 2016 - Aug 2016San Francisco Bay AreaUsing online database to track items, created Excel spreadsheets and memos- 29 Bay Area wholesale customers - water bill rate confirmation for FY15-16.Using analytical skills and calculations, created spreadsheets and final documents- Analyzed FY 11-12 through FY 15-16 water rates (to be used to determine future rates)- Completed FY 16-17 Low Income Water/Wastewater Rates ReportPrepared Wastewater data for the PUC's first Green Bonds Annual Report, stating the budgets and expenditures for projects issued with green bonds -
Policy & Government Affairs InternSan Francisco Public Utilities Commission Jun 2015 - Sep 2015San Francisco Bay Area- Reviewed local, state and federal legislation that relates to the SFPUC and its projects- Attended Board of Supervisors and Committee meetings to obtain information relevant to the PUC and its projects- Organized powerpoint slides and talking points for General Manager's conference presentations- Responded to constituent concerns- Completed projects involving advanced research, write-ups and oral presentations- Supervised high school interns, guiding them through complex tasks/projects- Created a panel with other college interns to inform/advise interns on educational/career aspirations
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Project Pull InternCity And County Of San Francisco Jun 2014 - Aug 2014Department Of Building Inspection, San Francisco, CaWork directly with contractors, building inspectors and electriciansVia phone, communicate directly with residents/contractors seeking inspections to schedule appointments and address concernsAssist in operating/maintaining new electronic data storage system -
Project Pull InternCity And County Of San Francisco Jun 2013 - Aug 2013Port 1, San Francisco, CaIncorporate basic web design to the Port of San Francisco websiteMap Port-managed structures (i.e. bike racks, signage, sculptures) on a GPS system along the Embarcadero and the piers in SFAssist in planning and attending new park/street openings in SF
Susan Vidalon-Suzuki Skills
Susan Vidalon-Suzuki Education Details
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Economics
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St. Ignatius College PreparatoryHigh School Diploma
Frequently Asked Questions about Susan Vidalon-Suzuki
What company does Susan Vidalon-Suzuki work for?
Susan Vidalon-Suzuki works for Equitable Advisors
What is Susan Vidalon-Suzuki's role at the current company?
Susan Vidalon-Suzuki's current role is Financial Consultant.
What is Susan Vidalon-Suzuki's email address?
Susan Vidalon-Suzuki's email address is su****@****ble.com
What schools did Susan Vidalon-Suzuki attend?
Susan Vidalon-Suzuki attended Santa Clara University, St. Ignatius College Preparatory.
What are some of Susan Vidalon-Suzuki's interests?
Susan Vidalon-Suzuki has interest in Economic Empowerment, Education, Environment, Poverty Alleviation, Human Rights, Arts And Culture, Health.
What skills is Susan Vidalon-Suzuki known for?
Susan Vidalon-Suzuki has skills like Research, Customer Service, Management, Microsoft Office, Leadership, Teamwork, Time Management, Community Outreach, Social Networking.
Who are Susan Vidalon-Suzuki's colleagues?
Susan Vidalon-Suzuki's colleagues are H. Micheal Thomas, Msfs, Chfc®, Clu®, Rebc®, Rhu®, Casl®, Cap, Brendan Hanley, Megan Mendez, Ana Orona, Parker Sherman, Nicholas Bowar, Caroline Beck.
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