About
Susan is an accomplished executive and distinguished leader having been a trailblazer for women in her profession in the Insurance and Financial Services Industry for 40 years.
During her notable career, Susan has held numerous positions, first as a Financial Advisor, then Managing Partner, Managing Director, Regional Vice President and Sr. Executive Vice President.
She is a Certified Professional Business Coach, sought after speaker, consultant, and Adjunct Faculty member at The American College of Financial Services.
Susan specializes in Leadership development and strategic coaching to drive revenue growth for Executives, Business owners, Teams, and Practitioners.
Susan’s wealth of business knowledge and extensive professional experience spans over four decades. As a life-long learner, she is recognized as a thought leader, motivational speaker, and inspiring visionary.
Susan’s signature strength is her effective communication and relationship skills giving her a unique ability to empower others and unleash their maximum potential.
Education, Certifications, and Boards:
- Certified Professional Business Coach (CPBC)
- Diversified Professional Coaching, (DPC)
- Masters in Management (MSM), The American College
- Certified Financial Planner (CFP) The American College
- Retirement Income Certified Professional (RICP) The American College
- Chartered Financial Consultant (ChFC) The American College
- Chartered Life Underwriter (CLU) The American College
- Bachelor of Science, Education, Keene State College
- American College of Financial Services Board of Trustees 2008-2024
Areas of Expertise
- Business Coaching
- Leadership and Career Development
- Strategic Planning, Goal Setting, Organizational Change
- Women in Business and Leadership
- Recruiting and Retention
- Diversity and Inclusion
- Financial Literacy and Importance of Financial Education
Recognition and Awards
- #1 Chairmans Award – Axa Equitible’s highest award for top field leadership and sales growth nationwide
- AXA Equitable’s President’s Trophy – Recognition for outstanding sales management
- AXA Equitable’s District Leadership Award – Awarded to the Leading District Manager in the country
- The American College President’s Award – Awarded for exceptional contributions to the Financial Services Industry
- MDRT – Lifetime Member of Million Dollar Round Table