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As Founder and CEO of Fixed Income Academy, Susan leads a senior team of expert instructors to develop and deliver world-class curriculum for Fixed Income Academy’s Bond School. Susan began her financial career 25 years ago in broker operations and advanced to become a senior account executive and regional sales manager, the majority of the time with Merrill Lynch’s Institutional Advisory Division. She has worked with high profile institutional accounts, state and local governments, financial institutions and family offices while managing a senior team of advisors. In 2008, Susan left the sell side to work as a consultant and focus her efforts on investor education. Her broad experience in the fixed income markets, relationship management, and team building; along with her passion for investor education; allows her to bring unique perspective to a variety of projects.
Susan earned and maintains her Certified Financial Planner designation and when affiliated with FINRA regulated firms held her Principal/Supervisory and Investment Advisor Representative licenses. She is registered as an Investment Advisor Representative to provide advisory services to a select group of clients. Prior to her career in the financial industry, Susan attended community college to study business and marketing while owning and operating a small manufacturing company. Learn more here.