Susan Best

Susan Best Email and Phone Number

Senior Vice President and Senior Relationship Advisor @ Northern Trust Corporation
Hollywood, FL, US
Susan Best's Location
Hollywood, Florida, United States, United States
Susan Best's Contact Details
About Susan Best

A banking executive with 30 years of experience in the High Net Worth sector. Diverse experience in private wealth management banking, fiduciary trust administration and team management. Specific expertise in advising families on their philanthropic strategies and board governance.Specialties: wealth counseling, investment consulting, family philanthropy, credit and banking services, not for profit board governance.

Susan Best's Current Company Details
Northern Trust Corporation

Northern Trust Corporation

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Senior Vice President and Senior Relationship Advisor
Hollywood, FL, US
Employees:
29804
Susan Best Work Experience Details
  • Northern Trust Corporation
    Senior Vice President And Senior Relationship Advisor
    Northern Trust Corporation
    Hollywood, Fl, Us
  • Northern Trust Corporation
    Senior Vice President/Senior Relationship Advisor
    Northern Trust Corporation Dec 2021 - Present
    Miami, Florida, United States
  • Bank Of America Private Bank
    Senior Vice President And Senior Trust Officer
    Bank Of America Private Bank Nov 2014 - Dec 2021
    Miami, Florida
  • Suntrust Investment Services
    Vice President/High Net Worth Client Advisor
    Suntrust Investment Services Sep 2011 - Jul 2013
    Ft. Lauderdale, Fl
    Assist HNW clients with credit needs, investments and wealth planning strategies.
  • Regions Financial Corporation
    Senior Vice President/Personal Trust City Manager
    Regions Financial Corporation Apr 2008 - Aug 2011
    Coral Gables, Fl
    Managed a team of five individuals and a book of ultra high net worth clients. Exceeded sales goal in two of three years in the role. Chair of the Investment Review Committee for the south Florida Fiduciary Group and member of the Discretionary Payments Committee for Florida Fiduciary Group.
  • Wachovia Bank
    Vice President/Senior Philanthropic Advisor
    Wachovia Bank May 1991 - Apr 2007
    Miami, Fl
    Diverse experience within the trust division. Initially responsible for the administration of 150 corporate trust accounts with an emphasis in default administration. Segued into personal trust administration and sales with responsibility for 80 relationships. Exceeded sales goals in four of the six years in the role. Ultimately transitioned onto specialty team responsible for charitable trust administration and sales. Managed 125 trust, private foundation and not for profit endowment/investment management relationships and exceeded sales goals in five of six years.

Susan Best Skills

Investments Wealth Management Financial Services Series 7 Portfolio Management Private Banking High Net Worth Individuals Wealth Management Services Loans Banking Credit Commercial Lending Wealth Trusts Investment Advisory Asset Allocation Commercial Banking Securities Financial Analysis Trust Services Retirement Cash Management Financial Planning Investment Management Philanthropy Relationship Management Small Business Lending Asset Management Risk Management Credit Analysis Retirement Planning Mutual Funds Estate Planning Equities Fixed Income Insurance Cross Selling Loan Origination Alternative Investments Asset Based Lending Underwriting Investment Strategies Series 63 Finance Strategic Planning Capital Markets Credit Risk Commercial Mortgages Strategic Financial Planning Mortgage Lending

Susan Best Education Details

  • Wheaton College (Ma)
    Wheaton College (Ma)
    Bachelor Of Arts (Ba)

Frequently Asked Questions about Susan Best

What company does Susan Best work for?

Susan Best works for Northern Trust Corporation

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

Susan Best's current role is Senior Vice President and Senior Relationship Advisor.

What is Susan Best's email address?

Susan Best's email address is su****@****net.net

What schools did Susan Best attend?

Susan Best attended Wheaton College (Ma).

What are some of Susan Best's interests?

Susan Best has interest in Football, Exercise, Home Improvement, Reading, Gourmet Cooking, Sports, Golf, Fishing, Home Decoration, Watching Sports.

What skills is Susan Best known for?

Susan Best has skills like Investments, Wealth Management, Financial Services, Series 7, Portfolio Management, Private Banking, High Net Worth Individuals, Wealth Management Services, Loans, Banking, Credit, Commercial Lending.

Who are Susan Best's colleagues?

Susan Best's colleagues are Nicole Lee Paglinawan, Shreya Gawande, Mitali Bhattacharjee, Soundarya Mary, Catherine Steigerwald, Aditya Bhatnagar, Vishal Patel.

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