A team approach
Our people collaborate to deliver highly personalized service to you.
J.D.
Director of Operations
Director of Operations
MBA, MS
Managing Partner and Chief Operating Officer
Managing Partner and Chief Operating Officer
As Director of Administration, Susan is responsible for RegentAtlantic’s financial reporting, employee payroll and benefits, accounts payable and receivable, and facility management. Having been with RegentAtlantic since the “beginning” in 1982, Susan has a significant depth of operational expertise. Originally hired as a clerical assistant, she held a series of positions with increasing responsibilities, from Client Service Administrator to Senior Client Service Administrator. Susan holds the Registered Paraplanner® certification from the College of Financial Planning, and she has also served on the national TD Ameritrade Operations Panel.
