Susan serves as the Client Assistant to The Sheridan Group. Through research, problem solving and effective communication, she does whatever it takes to assist clients, facilitating their daily needs and helping her advisors in whatever way she can. Susan is integral in the every-day operations of the team.
Susan has more than 30 years of experience in business management, human resources and customer service. She began her financial services career within operations, where she greeted clients personally, assisted with client requests, established new accounts, processed daily money movements, and completed deposits. All of which propelled her toward her supporting role for The Sheridan Group, which she thrives in.
Born and raised in Utica, it will always be Susan’s home. She is married to her husband, Roger and has two adult children and a grandchild, Matteo. She enjoys spending time with family and finds peace in cooking, gardening, decorating and crafting.