Relationship Manager And Research Associate
Current
Jan 2023 - Present
AeroLeads people directory · profile
Susan Green Email & Phone Number
Relationship Manager and Research Associate
at
Sterling Wealth Partners
1 work email found
@sterlingwpartners.com
9 phones found area 949, 916, 714, and 909
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 86%
Current company
Role
Relationship Manager and Research Associate
Location
Tustin, California, United States
Company size
Who is Susan Green? Overview
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Quick answer
Susan Green is listed as Relationship Manager and Research Associate at Sterling Wealth Partners, a with 6 employees, based in Tustin, California, United States. AeroLeads shows a work email signal at sterlingwpartners.com, phone signal with area code 949, 916, 714, 909, and a matched LinkedIn profile for Susan Green.
Susan Green previously worked as Financial Strategist at Sterling Wealth Partners and Financial Strategist at C&C Wealth Advisory Group. Susan Green holds Bs from Indiana University Bloomington.
Company email context
Email format at Sterling Wealth Partners
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{first}@sterlingwpartners.com
89% confidence
AeroLeads found 1 current-domain work email signal for Susan Green. Compare company email patterns before reaching out.
Profile bio
About Susan Green
Susan Green is a registered non-solicitor of USA Financial Securies Corp., A registered investment advisor located at 6020 E. Fulton St., Ada,MI 49301, Sterling Wealth Partners is not affiliated with USA Financial Securities Corp. CA License 0H46068Please read our Commenting Guidelines found at: http://www.sterlingwpartners.com/commenting-guidelinesAt Sterling Wealth Partners, we take a holistic approach to evaluating your most important priorities. Whether you are looking for guidance about how to plan and protect your family’s financial situation, or whether you are transitioning into the golden years and need to create strategies for income replacement, and make medicare and insurance choices, we are here to help. We provide comprehensive planning that will help you evaluate your options in key areas: retirement planning, investment management, insurance strategies, and medicare options. I am committed to providing clients with the special attention, resources, education and information that helps them assess and evaluate your options in these areas.
Current workplace
Susan Green's current company
Company context helps verify the profile and gives searchers a useful next step.
Sterling Wealth Partners
7 roles · 43 years
Susan Green work experience
A career timeline built from the work history available for this profile.
Financial Strategist
Current
May 2016 - Present
Financial Strategist
Check Susan’s background on FINRA’s BrokerCheck at: http://brokercheck.finra.org/Individual/Summary/5890787
Jan 2013 - May 2016
Financial Advisor
Morgan Stanley Wealth Management
Feb 2011 - Nov 2012
Managing Director, West
Geeknet
Jun 2007 - Sep 2010
Associate Publisher West
Pc World Communications
1996 - 2007
~11 yrs
Regional Sales Manager
Reed Elsevier (Formerly Cahners Publishing)
1984 - 1996
~12 yrs
1 education record
Susan Green education
-
Indiana University Bloomington
FAQ
Frequently asked questions about Susan Green
Quick answers generated from the profile data available on this page.
What company does Susan Green work for?
Susan Green works for Sterling Wealth Partners.
What is Susan Green's role at Sterling Wealth Partners?
Susan Green is listed as Relationship Manager and Research Associate at Sterling Wealth Partners.
What is Susan Green's email address?
AeroLeads has found 1 work email signal at @sterlingwpartners.com for Susan Green at Sterling Wealth Partners.
What is Susan Green's phone number?
AeroLeads has found 9 phone signal(s) with area code 949, 916, 714, 909 for Susan Green at Sterling Wealth Partners.
Where is Susan Green based?
Susan Green is based in Tustin, California, United States while working with Sterling Wealth Partners.
What companies has Susan Green worked for?
Susan Green has worked for Sterling Wealth Partners, C&C Wealth Advisory Group, Morgan Stanley Wealth Management, Geeknet, and Pc World Communications.
Who are Susan Green's colleagues at Sterling Wealth Partners?
Susan Green's colleagues at Sterling Wealth Partners include Krista I. and Scot Landborg, Cfp®.
How can I contact Susan Green?
You can use AeroLeads to view verified contact signals for Susan Green at Sterling Wealth Partners, including work email, phone, and LinkedIn data when available.
What schools did Susan Green attend?
Susan Green holds Bs from Indiana University Bloomington.
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