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Susan Bohanon
Susan Bohanon
Vice President of Learning and Development | United Capital Financial Advisors, LLC
Dallas, Texas, United States
Susan Bohanon
Summary
Susan Bohanon is a dynamic leader specializing in talent strategy and learning development, currently serving as Vice President of Learning and Development at United Capital Financial Advisors. With a robust background in adult education and project management, she excels in creating innovative training programs that enhance employee engagement and career advancement. Her experience spans various industries, including financial services and mortgage lending, where she has successfully improved processes and client relations. Susan is known for her exceptional communication skills and ability to interface effectively with executive management, which has led to her involvement in high-stakes investor relations. She has a proven track record of restoring relationships and driving strategic initiatives, as evidenced by her work with non-profit organizations and her contributions to employee solutions programs. As an advocate for diversity and inclusion, she actively mentors underrepresented groups in her field. Her technical proficiency includes a wide array of tools, from Microsoft 365 to Salesforce, demonstrating her adaptability in the ever-evolving corporate landscape.
Susan Bohanon
Work Experience
Vice President of Learning and Development at
United Capital Financial Advisors, LLC
November 2023 - Present
Vice President | Talent Strategy at
Goldman Sachs Personal Financial Management
December 2022 - November 2023
Associate | Training, Learning + Development at
Goldman Sachs Personal Financial Management
November 2019 - December 2022
Director, FinLife Service Management at
Goldman Sachs Personal Financial Management
January 2018 - November 2019
Customer Relations Manager at
Bayview Loan Servicing, LLC
March 2017 - January 2018
Administrative Supervisor at
Bayview Loan Servicing, LLC
November 2016 - March 2017
Sales Trainer at
OpenRoad Lending
October 2015 - November 2016
Director, Communications & Technology at
Association of Finance & Insurance Professionals
July 2014 - October 2015
Operations Research Analyst at
Sakson Mortgage
October 2012 - December 2013
Investor Services Business Support at
PHH Mortgage
April 2012 - October 2012
Litigation Review Unit, Supervisor at
Sakson Mortgage
October 2011 - March 2012
Consumer Advocacy Specialist at
Saxon
February 2008 - October 2011
Creative Arts Specialist at
Tamara Keilberg Luxury Real Estate
July 2007 - February 2008
Logistics Specialist at
Dell Technologies
February 2007 - July 2007
Administrative Assistant at
First Baptist Church Georgetown Texas
October 2006 - February 2007
Executive Assistant at
Deb Meyer - Keller Williams Realty
March 2006 - October 2006
Analyst at
Aim Investments Inc
March 1998 - November 2003
Administrative Assistant at
Access Video And Photo
September 1997 - March 1998
Susan Bohanon
Education
University of Louisiana at Monroe, B.A
January 1995 - January 1997
Ouachita Baptist University, Bachelor Of Arts (B.A.)
January 1992 - January 1994
Frequently Asked Questions about Susan Bohanon
What is Susan Bohanon email address?
Susan Bohanon's primary email address is *************@unitedcp.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Susan Bohanon work for?
Susan Bohanon is a Vice President of Learning and Development at United Capital Financial Advisors, LLC.
Where Susan Bohanon graduated from?
Susan Bohanon holds a degree in Communications from University of Louisiana at Monroe.
How can I directly contact Susan Bohanon?
To contact Susan Bohanon directly, you can use the email address *************@unitedcp.com. Complete contact information is available upon registration with Muraena.
Who is Susan Bohanon?
Susan Bohanon is a dynamic leader specializing in talent strategy and learning development, currently serving as Vice President of Learning and Development at United Capital Financial Advisors. With a robust background in adult education and project management, she excels in creating innovative training programs that enhance employee engagement and career advancement. Her experience spans various industries, including financial services and mortgage lending, where she has successfully improved processes and client relations. Susan is known for her exceptional communication skills and ability to interface effectively with executive management, which has led to her involvement in high-stakes investor relations. She has a proven track record of restoring relationships and driving strategic initiatives, as evidenced by her work with non-profit organizations and her contributions to employee solutions programs. As an advocate for diversity and inclusion, she actively mentors underrepresented groups in her field. Her technical proficiency includes a wide array of tools, from Microsoft 365 to Salesforce, demonstrating her adaptability in the ever-evolving corporate landscape.
Susan`s contact details
*************@unitedcp.com
*************@gs.com
*************@unitedcapitalwealth.com
********@saxonmsi.com
Colleagues
Wealth Advisor
Vice President - Senior Wealth Advisor
Senior Vice President, Advisory Services
Chief Technology Officer