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Susan Cannon Ctfa

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Susan Cannon Ctfa

Relationship Manager, AVP | Cambridge Trust

Exeter, New Hampshire, United States

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Susan Cannon Ctfa

Summary

Susan Cannon is an accomplished Relationship Manager at Cambridge Trust with a strong background in finance and compliance. With over 20 years of experience in the banking and finance sector, she has held various roles that demonstrate her expertise in financial analysis, risk management, and internal auditing. Her career trajectory showcases a commitment to excellence, having worked at reputable institutions such as Bank of America and Citizens Bank. Susan is adept at navigating complex financial landscapes and ensuring compliance with federal regulations. Her educational background in Business Studies and Accounting, combined with her professional experiences, equips her with a unique perspective on wealth management and client relations. Outside of her professional life, she is passionate about continuous learning and professional development, seeking to stay at the forefront of industry trends. Susan's strategic financial planning skills and process improvement initiatives have contributed significantly to her teams' success.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Susan Cannon Ctfa

Work Experience

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Relationship Manager, AVP at

Cambridge Trust

April 2018 - Present

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Wealth Management Trust Administrator at

Cambridge Trust

October 2013 - Present

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Relationship Manager and Vice President at

Cambridge Trust

September 2013 - Present

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Financial Analyst at

Nisource

May 2011 - May 2013

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Compliance Officer at

Citizens Financial Group, Inc.

January 2006 - January 2008

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Internal Audit Supervisor at

Bank of America Corporation

January 1999 - January 2004

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Susan Cannon Ctfa

Education

Southern University, Ba Business Studies/Accounting

Cannon Financial Institute

Frequently Asked Questions about Susan Cannon Ctfa

What is Susan Cannon Ctfa email address?

Susan Cannon Ctfa's primary email address is ************@cambridgetrust.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Susan Cannon Ctfa work for?

Susan Cannon Ctfa is a Relationship Manager, AVP at Cambridge Trust, a company specializing in Functions related to depository banking.

Where Susan Cannon Ctfa graduated from?

Susan Cannon Ctfa holds a degree in Accounting And Finance from Southern University.

How can I directly contact Susan Cannon Ctfa?

To contact Susan Cannon Ctfa directly, you can use the email address ************@cambridgetrust.com. Complete contact information is available upon registration with Muraena.

Who is Susan Cannon Ctfa?

Susan Cannon is an accomplished Relationship Manager at Cambridge Trust with a strong background in finance and compliance. With over 20 years of experience in the banking and finance sector, she has held various roles that demonstrate her expertise in financial analysis, risk management, and internal auditing. Her career trajectory showcases a commitment to excellence, having worked at reputable institutions such as Bank of America and Citizens Bank. Susan is adept at navigating complex financial landscapes and ensuring compliance with federal regulations. Her educational background in Business Studies and Accounting, combined with her professional experiences, equips her with a unique perspective on wealth management and client relations. Outside of her professional life, she is passionate about continuous learning and professional development, seeking to stay at the forefront of industry trends. Susan's strategic financial planning skills and process improvement initiatives have contributed significantly to her teams' success.

Susan`s contact details

mail

************@cambridgetrust.com

Colleagues

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Ryan Hanna

Chief Investment Officer

Noreen Briand

SVP, Human Resources

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Scott Mcgill Cfp

Vice President - Wealth Advisor

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Patrick Kavey

Vice President - Relationship Manager

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Siobhan O'hara

Manager of Wealth Compliance, Vice President

Susan Barry

Vice President

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Aimee Forsythe Cfa

Senior Vice President & Senior Portfolio Manager

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Pilar Pueyo Sphr

SVP, Human Resources Director

Barry Susan

Vice President

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George Sidgwick

VP, Senior Equity Research Analyst & Portfolio Manager

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