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Susan Bohanon

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Susan Bohanon

Vice President of Learning and Development | United Capital Financial Advisors, LLC

Dallas, Texas, United States

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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.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Non-Profit Experience

Susan Bohanon

Work Experience

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Vice President of Learning and Development at

United Capital Financial Advisors, LLC

November 2023 - Present

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Vice President | Talent Strategy at

Goldman Sachs Personal Financial Management

December 2022 - November 2023

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Associate | Training, Learning + Development at

Goldman Sachs Personal Financial Management

November 2019 - December 2022

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Director, FinLife Service Management at

Goldman Sachs Personal Financial Management

January 2018 - November 2019

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Customer Relations Manager at

Bayview Loan Servicing, LLC

March 2017 - January 2018

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Administrative Supervisor at

Bayview Loan Servicing, LLC

November 2016 - March 2017

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Sales Trainer at

OpenRoad Lending

October 2015 - November 2016

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Director, Communications & Technology at

Association of Finance & Insurance Professionals

July 2014 - October 2015

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Operations Research Analyst at

Sakson Mortgage

October 2012 - December 2013

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Investor Services Business Support at

PHH Mortgage

April 2012 - October 2012

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Litigation Review Unit, Supervisor at

Sakson Mortgage

October 2011 - March 2012

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Consumer Advocacy Specialist at

Saxon

February 2008 - October 2011

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Creative Arts Specialist at

Tamara Keilberg Luxury Real Estate

July 2007 - February 2008

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Logistics Specialist at

Dell Technologies

February 2007 - July 2007

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Administrative Assistant at

First Baptist Church Georgetown Texas

October 2006 - February 2007

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Executive Assistant at

Deb Meyer - Keller Williams Realty

March 2006 - October 2006

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Analyst at

Aim Investments Inc

March 1998 - November 2003

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Administrative Assistant at

Access Video And Photo

September 1997 - March 1998

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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

mail

*************@unitedcp.com

*************@gs.com

*************@unitedcapitalwealth.com

********@saxonmsi.com

Colleagues

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Sara Prada

Wealth Advisor

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Charlie York Cfa

Vice President - Senior Wealth Advisor

Jason Del Col

Senior Vice President, Advisory Services

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Melroy Saldanha

Chief Technology Officer

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