Suzy Klapperich Email & Phone Number
@advisornetinsurance.com
3 phones found area 952 and 612
LinkedIn matched
Who is Suzy Klapperich? Overview
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Suzy Klapperich is listed as Chief Compliance Officer | Financial Planning Associate at Vector Wealth Management, LLC, a company with 21 employees, based in Greater Minneapolis-St. Paul Area, United States, United States. AeroLeads shows a work email signal at advisornetinsurance.com, phone signal with area code 952, 612, and a matched LinkedIn profile for Suzy Klapperich.
Suzy Klapperich previously worked as Chief Compliance Officer at Vector Wealth Management and Financial Planning Associate at Vector Wealth Management, Llc.
Email format at Vector Wealth Management, LLC
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AeroLeads found 1 current-domain work email signal for Suzy Klapperich. Compare company email patterns before reaching out.
About Suzy Klapperich
Relationship and Account ManagementSpecialize in providing a financial path to a comfortable retirement for clients while leaving a legacy to their beneficiaries. The personal touch I give allows me to take a proactive role in managing client relationships. I am able to manage client's expectation with my comprehensive knowledge on retirement planning, tax issues, risk management and estate planning. Self motivated, analytical, thoughtful and passionate about the relationships I have built. Strong sales, marketing and operations background.
Listed skills include Insurance, Financial Services, Fixed Annuities, Relationship Management, and 45 others.
Suzy Klapperich's current company
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Suzy Klapperich work experience
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Financial Planning Associate
CurrentSpecialize in providing a financial path to a comfortable retirement for clients while leaving a legacy to their beneficiaries. The personal touch I give allows me to take a proactive role in managing client relationships. I am able to manage client's expectation with my comprehensive knowledge on retirement planning, tax issues, risk management and estate.
Senior Account Executive
Relationship Management, External Wholesaling, Business Development and Account Management personalized to each of my accounts while driving revenue to AdvisorNet Insurance.ProspectingPresenterCross Functional Team LeadershipOn Boarding New PartnersNegotiationsSellingProject ManagementBusiness AnalysisEnterprise ProcessesStrategicRelationship BuilderSeries.
Relationship Manager | Business Development | Strategic Account Manager | Leadership | Negotiation
ONBOARDING Responsible for all aspects of Relationship Management including onboarding new partnersSuccessfully implemented launch of LPL PLUS partnership including financial advisor segmentation, marketing material selection and development and coordination with external and internal wholesaling team resulting in 2011 and 2012 sales over $300 million..
Internal Wholesaler
Responsible for learning features and selling points on over 100 fixed, variable and indexed annuity products in order to identify sales opportunities with financial advisors.
Accounting
Colleagues at Vector Wealth Management, LLC
Other employees you can reach at vectorwealth.com. View company contacts for 21 employees →
Jack Bina
Colleague at Vector Wealth Management, LlcMinneapolis, Minnesota, United States, United States
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JF
Jacob Fee
Colleague at Vector Wealth Management, LlcGreater Minneapolis-St. Paul Area, United States
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MN
Michael Nesheim, Cfp®
Colleague at Vector Wealth Management, LlcMinneapolis, Minnesota, United States, United States
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GL
Gabrielle Laliberte
Colleague at Vector Wealth Management, LlcMinneapolis, Minnesota, United States, United States
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KW
Kate Winton
Colleague at Vector Wealth Management, LlcGreater Minneapolis-St. Paul Area, United States
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CW
Christopher Wagner, Cfp®
Colleague at Vector Wealth Management, LlcMinneapolis, Minnesota, United States, United States
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TF
Thomas Fee
Colleague at Vector Wealth Management, LlcMinneapolis, Minnesota, United States, United States
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JR
Jacob Ranallo
Colleague at Vector Wealth Management, LlcMinneapolis, Minnesota, United States, United States
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AW
Anthony Welle
Colleague at Vector Wealth Management, LlcGreater Minneapolis-St. Paul Area, United States
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Frequently asked questions about Suzy Klapperich
Quick answers generated from the profile data available on this page.
What company does Suzy Klapperich work for?
Suzy Klapperich works for Vector Wealth Management, LLC.
What is Suzy Klapperich's role at Vector Wealth Management, LLC?
Suzy Klapperich is listed as Chief Compliance Officer | Financial Planning Associate at Vector Wealth Management, LLC.
What is Suzy Klapperich's email address?
AeroLeads has found 1 work email signal at @advisornetinsurance.com for Suzy Klapperich at Vector Wealth Management, LLC.
What is Suzy Klapperich's phone number?
AeroLeads has found 3 phone signal(s) with area code 952, 612 for Suzy Klapperich at Vector Wealth Management, LLC.
Where is Suzy Klapperich based?
Suzy Klapperich is based in Greater Minneapolis-St. Paul Area, United States, United States while working with Vector Wealth Management, LLC.
What companies has Suzy Klapperich worked for?
Suzy Klapperich has worked for Vector Wealth Management, Vector Wealth Management, Llc, Advisornet Insurance, Transamerica Capital Management, Inc., and Cigna.
Who are Suzy Klapperich's colleagues at Vector Wealth Management, LLC?
Suzy Klapperich's colleagues at Vector Wealth Management, LLC include Jack Bina, Jacob Fee, Michael Nesheim, Cfp®, Gabrielle Laliberte, and Kate Winton.
How can I contact Suzy Klapperich?
You can use AeroLeads to view verified contact signals for Suzy Klapperich at Vector Wealth Management, LLC, including work email, phone, and LinkedIn data when available.
What skills is Suzy Klapperich known for?
Suzy Klapperich is listed with skills including Insurance, Financial Services, Fixed Annuities, Relationship Management, Sales, Investments, Business Development, and Variable Annuities.
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