Susan Johnson Email & Phone Number

Columbia, Md

Securities and advisory services offered through LPL Financial, A Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks please see the contact section of this profile. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they… Show more Securities and advisory services offered through LPL Financial, A Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks please see the contact section of this profile. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Show less

Columbia, Md

Provided administrative support to the partners and wealth management advisors. Maintained calendars, coordinated appointments, planned meetings, made travel arrangements, composed documents and organized office for efficiency. Experienced user of Microsoft Office, Redtail CRM, QuickBooks Pro and Adobe Acrobat

Brookeville, Md

Responsibilities included maintaining effective working relationships with employees, the Town Commission, the general public and state and local officials, supervision of all moneys, facilitation of the annual budget and audit, and attended the commissioner’s monthly meetings to provide financial updates.