Susan is a Compliance Officer with Dinsmore Compliance Services. She has over 16 years of financial services industry experience with independent Broker/Dealers and Registered Investment Advisors. In Susan’s previous roles she served as a Para-planner, Financial Service Associate, Financial Consultant, Business & Compliance Associate, RIA Specialist, and Compliance Team member. Susan’s previously held professional licenses include the FINRA Series 7, 63 and 65, and she previously held the Certified Financial Planner™ designation.
- Robert Morris University (AA)
- College for Financial Planning (CFP Certificate)