Broker Check
Susan Trass

Susan Trass

Operations Specialist

Qualifications

  • 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