Susan Weingaertner

Susan Weingaertner Email and Phone Number

Sr. Client Relationship Manager at Johndrow Wealth Management @ Johndrow Wealth Management
farmington, connecticut, united states
Susan Weingaertner's Location
Middletown, Connecticut, United States, United States
Susan Weingaertner's Contact Details

Susan Weingaertner personal email

n/a
About Susan Weingaertner

An organizational maven who is always up for a new challenge, Susan Weingaertner has supported Johndrow Wealth Management since 2015. A warm, welcoming people-person, Susan’s responsibilities range from client customer service support to assisting with administrative support in the day-to-day operations of Johndrow Wealth Management.Susan launched her career in the financial industry as an accountant at Feldman, Gutterman & Meinberg, a small CPA firm located in New York. Upon relocating to Connecticut, Susan gained further experience at Whittlesey & Hadley, P.C., a mid-sized CPA firm, and then at Travelers Property Casualty Corp. before taking time off to raise her growing family.Throughout her career, Susan has overseen and maintained financial records for both corporate and not-for-profit organizations. Her experience in planning and overseeing audits, as well as directing audit staff, lends itself well to her current role, where she is responsible for creating efficiencies and managing workflows, maintaining calendars for the team, gathering client data and financial documents and assisting in various analysis. Susan proved monumental to the firm’s smooth operations and therefore was promoted after two years to Client Relationship Manager. In her spare time, Susan can be found outdoors with her husband Joseph and their dog Riley, curled up in a comfy chair with a new book or crocheting booties for our clients’ new additions. Their son, Jonathan, is pursuing his BA in political science and an MBA in Finance at Quinnipiac University. Their youngest son Matthew attends Middletown High School and is the lead drummer in both the high school's marching and jazz bands.Certifications:Susan holds FINRA Series 6 securities registration and earned her BS degree in Accounting at St. John’s University.

Susan Weingaertner's Current Company Details
Johndrow Wealth Management

Johndrow Wealth Management

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Sr. Client Relationship Manager at Johndrow Wealth Management
farmington, connecticut, united states
Employees:
3
Susan Weingaertner Work Experience Details
  • Johndrow Wealth Management
    Sr. Client Relationship Manager
    Johndrow Wealth Management Jan 2018 - Present
    Farmington, Connecticut, United States
    I provide support to our staff and clients, including gathering client data, organizing and maintaining data, to inputting data values into planning software.Securities offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org. Farmington River Financial Group, 2 Bridgewater Rd., Suite 101, Farmington, CT 06032, Phone: 860.470.7424, ext. 102 This communication is strictly intended for individuals residing in the states of CT. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html
  • Farmington River Financial Group
    Client Relationship Manager
    Farmington River Financial Group Sep 2017 - Jan 2018
    Farmington, Ct
    I now head all client communications and supervise both Farmington River Financial Group's administrative assistants and interns, as well as continuing to coordinate seminars and client events.Securities offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org. Farmington River Financial Group, 2 Bridgewater Rd., Suite 101, Farmington, CT 06032, Phone: 860.470.7424, ext. 102 This communication is strictly intended for individuals residing in the states of CT. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html
  • Farmington River Financial Group
    Administrative Assistant
    Farmington River Financial Group Oct 2015 - Jan 2018
    Farmington, Ct
    At Farmington River Financial Group, I am focusing on creating efficiencies and work flows in the office, enabling clients to have a faster and more accurate retrieval of their information and documents. Securities offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org. Farmington River Financial Group, 2 Bridgewater Rd., Suite 101, Farmington, CT 06032, Phone: 860.470.7424, ext. 102 This communication is strictly intended for individuals residing in the states of CT. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html
  • Van Buren Moody School
    Substitute Secretary/Duty Aide
    Van Buren Moody School Aug 2007 - Oct 2015
    Middletown, Ct
    • Greeted, screened, assisted and directed callers and visitors to school.• Responded to district, staff and parent inquiries regarding student registration and bussing.• Typed documents, such as correspondence, memos, drafts and emails.• Created and maintained excel spreadsheets and data bases.• Collected, complied and retained student cumulative documentation and records.• Managed financial records for student activity account.• Coordinated and scheduled lunch and special classes for all grades.• Opened, sorted and distributed incoming correspondence and messages.• Used discretion when dealing with sensitive student issues and documents.• Purchased and maintained recess equipment inventory.• Formed positive relationships with students, administrators and staff.• Established recess safety guidelines and documentation.
  • Citigroup/Travelers Property Casualty Corp.
    Corporate Finance Assistant Manager/Consultant
    Citigroup/Travelers Property Casualty Corp. Sep 1998 - Mar 2001
    Hartford, Connecticut Area
    • Prepared monthly, quarterly and annual financial reports.• Prepared reports for the Securities and Exchange Commission.• Assisted in budgeting and forecasting.• Supported both Statutory and GAAP reporting.
  • Whittlesey & Hadley, P.C.
    Senior Accountant
    Whittlesey & Hadley, P.C. Jul 1996 - Sep 1998
    Hartford, Connecticut Area
    • Planned and performed OMB-A133 and Single State audits.• Prepared and reviewed financial statements.• Supervised audit staff in the performance of fieldwork testing and analytical procedures.• Reviewed and prepared corporate and individual tax returns.
  • Robert Giambalvo, Cpa, P.C.
    In-Charge Accountant
    Robert Giambalvo, Cpa, P.C. Oct 1993 - Jun 1996
    Hauppauge, New York
    • Reviewed and prepared financial statements. • Performed annual audits, reviews and compilations.• Supported clients in the use and maintenance of installed accounting packages.• Prepared and reviewed various state payroll and sales tax returns.• Prepared corporate income tax returns.• Maintained in office computer system.
  • Feldman, Gutterman & Meinberg, Cpa
    Staff Accountant
    Feldman, Gutterman & Meinberg, Cpa Aug 1988 - Oct 1993
    Manhasset, New York
    • Assisted in the planning and performing of audits.• Trained and supervised clients in the use and maintenance of installed accounting software.• Prepared financial statements and various corporate tax forms.• Posted to general ledgers, both manual and computerized.

Susan Weingaertner Skills

Leadership Auditing Microsoft Office Management Microsoft Word Financial Statements Construction Research Microsoft Excel Professional Services Not For Profit Training Payroll

Susan Weingaertner Education Details

Frequently Asked Questions about Susan Weingaertner

What company does Susan Weingaertner work for?

Susan Weingaertner works for Johndrow Wealth Management

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

Susan Weingaertner's current role is Sr. Client Relationship Manager at Johndrow Wealth Management.

What is Susan Weingaertner's email address?

Susan Weingaertner's email address is su****@****rfg.com

What schools did Susan Weingaertner attend?

Susan Weingaertner attended St. John's University, The Peter J. Tobin College Of Business.

What are some of Susan Weingaertner's interests?

Susan Weingaertner has interest in Children, Environment, Education, Animal Welfare, Arts And Culture.

What skills is Susan Weingaertner known for?

Susan Weingaertner has skills like Leadership, Auditing, Microsoft Office, Management, Microsoft Word, Financial Statements, Construction, Research, Microsoft Excel, Professional Services, Not For Profit, Training.

Who are Susan Weingaertner's colleagues?

Susan Weingaertner's colleagues are Steve Shelby Lambert Garrigan, Colette Gregoire, Matthew Rosenblum.

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    Baltimore City County, Md
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