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Susan Trass

Susan Trass

Operations Specialist


  • Series 7, 63 and 65
  • Insurance and Annuity Licensed
  • Over 20 Years of Financial Services Experience

Roles & Responsibilities

  • Responsible for the day-to-day operations of the practice. I develop and implement polices and procedures to ensure efficiency and compliance with regulations.      
  • Client Service   
  • Manages Relationships with our Business Partners