Susan E. Gress

Senior Vice President | Plankowner

Susan Gress is a Senior Vice President. As a client relationship manger, she provides a range of high level customer services to clients as well as administrative and operational support to consultants. Susan Gress has been servicing institutional clients for over 32 years, and has a wide range of expertise in client service, marketing support, investment performance, and portfolio analysis. She holds FINRA Series 7, 24, 63, and 65 Licenses.

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