- Financial Planning & Wealth Management
- B.S. University of Nebraska
- Chartered Financial Analyst® designation
- Certificate in Investment Performance Measurement (CIPM) designation
- Member: CFA Society of Nebraska
Susan has been working in the investment industry since 2000. She currently focuses on mutual fund analysis and account management. Susan earned a B.S. with an emphasis in Finance from the University of Nebraska and is a member of the CFA Society of Nebraska. She also completed the Certificate in Investment Performance Measurement (CIPM) program offered through the CFA Institute, the only credential of its kind.
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