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New Accounts Seminar - Personal Accounts
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 Export to Your Calendar 2/6/2018
When: 12:30 PM
Where: United States

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Program Content:

Program Content:
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Covered Topics:
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Who Should Attend:
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Presenter:
Suzette (Suzie) Jones, CFP® is an associate trainer for Sunwest Training Corp. With 40 years of experience in the financial industry, Suzie most recently served as an Executive Vice President with an $11B financial organization where she was an active member of the AML, BSA, Personal/Corporate Risk and Non-Bank Product Risk committees. Suzie has focused her career on technical expertise in the areas of new accounts risk management, IRAs, qualified retirement accounts and investments. Suzie brings technical information to life with her engaging training style and in-depth knowledge. She holds the Certified Financial Planner (CFP®) professional designation.


 

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