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Susan Weingaertner is listed as Sr. Client Relationship Manager at Johndrow Wealth Management at Johndrow Wealth Management, a company with 3 employees, based in Middletown, Connecticut, United States. AeroLeads shows a work email signal at johndrowwealth.com and a matched LinkedIn profile for Susan Weingaertner.
Susan Weingaertner previously worked as Sr. Client Relationship Manager at Johndrow Wealth Management and Client Relationship Manager at Farmington River Financial Group. Susan Weingaertner holds Bachelor Of Science (B.S.), Accounting from St. John'S University, The Peter J. Tobin College Of Business.
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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.
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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.
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.
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.
Middletown, CT
Hartford, Connecticut Area
Hartford, Connecticut Area
Hauppauge, New York
Manhasset, New York
Other employees you can reach at johndrowwealth.com. View company contacts for 3 employees →
Colette Gregoire
Colleague at Johndrow Wealth ManagementGreater Hartford, United States
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Steve Shelby Lambert Garrigan
Colleague at Johndrow Wealth ManagementLa Salle, Illinois, United States, United States
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Matthew Rosenblum
Colleague at Johndrow Wealth ManagementWest Haven, Connecticut, United States, United States
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Susan Weingaertner works for Johndrow Wealth Management.
Susan Weingaertner is listed as Sr. Client Relationship Manager at Johndrow Wealth Management at Johndrow Wealth Management.
AeroLeads has found 1 work email signal at @johndrowwealth.com for Susan Weingaertner at Johndrow Wealth Management.
Susan Weingaertner is based in Middletown, Connecticut, United States while working with Johndrow Wealth Management.
Susan Weingaertner has worked for Johndrow Wealth Management, Farmington River Financial Group, Van Buren Moody School, Citigroup/Travelers Property Casualty Corp., and Whittlesey & Hadley, P.C..
Susan Weingaertner's colleagues at Johndrow Wealth Management include Colette Gregoire, Steve Shelby Lambert Garrigan, and Matthew Rosenblum.
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Susan Weingaertner holds Bachelor Of Science (B.S.), Accounting from St. John'S University, The Peter J. Tobin College Of Business.
Susan Weingaertner is listed with skills including Leadership, Auditing, Microsoft Office, Management, Microsoft Word, Financial Statements, Construction, and Research.
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