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Financial Advisor | Client Experience
About
Professional Email
****@****.com
Personal Email
****@****.com
Work Phone
(***) ***-***
Mobile
(***) ***-***
Local Location
Greater Boston, United States
Website
www.vitafinancial.com
Industry
Financial Services
Designation
Financial Advisor | Client Experience
Birthday
-

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5
5
1y 7m
7y 11m
Number of Companies Worked For
Number of Job Titles
Average Duration at a Single Company
Years of Professional Experience
Kate Sussman is currently employed at Vita financial. Kate is an experienced professional working at undefined as the Financial Advisor | Client Experience. Kates phone number is (***) ***-*** and email is ****@****.com to get more information install Orion extension.
Kate Sussman is currently employed at Vita financial.
At present, Kate Sussman is serving as the Financial Advisor | Client Experience.
The professional email used by Kate Sussman is ****@****.com.
Kate Sussman's professional contact number is (***) ***-***.
Life Coaching, Coaching, Life Skills, Life Transitions, Customer Advocacy, Investment Management, Customer Relationship Management (CRM), Scrum, Organizational Leadership, Recruiting, Lead Generation, Investments, Collaborative Problem Solving, Teamwork, Insurance, Interpersonal Skills, insurancce, Analytical Skills, Adobe Photoshop, Account Management, Data Analysis, Accounting, Budgeting, Financial Analysis, Project Management, Team Leadership, Financial Advisory, Business Development, Problem Solving, Presentation Skills, Supervisory Skills, Client Relations, Organization Skills, Arithmetic, Team Productivity, Sprints, Jira, Agile Project Management, Communication, Financial Planning, Planning, Retirement Planning, 401(k) Retirement Savings Plans, Retirement Plan Consulting, Retirement Services, Leadership, Leadership Development, Mixed Media, Art, Sewing, Textiles, Microsoft Excel, Quilting, Public Speaking, Small Business, Event Planning, Event Management, Teaching, Textile Art, Crafts, Marketing, Human Resources, Social Networking, Microsoft Office, Customer Service, Training, Social Media, Sales, Sales Management, Sales & Marketing, Management, Operations Management are some of the skills that Kate Sussman has.
Kate Sussman has worked for vita financial, symmetry financial group, the gaines agency, fidelity investments, fabrik8 llc, vita financial, symmetry financial group, the gaines agency, fidelity investments, fabrik8 llcfalse so far.
The company is headquartered at .
Kate Sussman is Financial Advisor | Client Experience at Vita financial.
Kate Sussman is currently residing in Greater Boston, United States.
Kate Sussman holds a Master of Business Administration - MBA at Champlain College followed by a Master of Business Administration Certificate at Villanova University.
Kate Sussman is currently working with the Financial Services industry.
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