Client Service & Operations Specialist
Susan joined the Arbor Capital team in March of 2022 and serves as the Client Service & Operations Specialist. Her prior experience includes serving as a team lead in Deutsche Bank’s corporate cash management division in New York, where she worked with Fortune 500 companies to implement cash management strategies.
Most recently, Susan spent three years at Venturi Private Wealth, an Austin-based registered investment advisory firm. During her time there, she partnered closely with advisors to service the complex needs of individuals, multi-generational families, and corporate entities, always delivering an exceptional client experience. She holds a Bachelor of Arts in Communication from Rutgers University.
Outside of work, Susan enjoys traveling to new places, along with spending time in New Jersey where her nieces, nephews, and many friends and family still live. When she’s not traveling, you will find Susan with her husband, Marc, and two rescue pups, Twitch and Mamba, on the tennis court, a hiking trail, or exploring Austin, TX where they currently reside.