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Susan Conrad

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Susan Conrad

Chief Business Development Officer | Plancorp Wealth Management

Missouri, United States

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Susan Conrad

Summary

Susan Conrad is a seasoned financial executive with extensive experience in wealth management and retirement plan consulting. As the Chief Growth Officer at Plancorp Wealth Management, she is dedicated to enhancing client experiences and driving growth through innovative financial solutions. With a strong background in business development and client relations, Susan has held several leadership roles, including Director of Retirement Plan Advisors and Chief Client Experience Officer. Her commitment to financial wellness is evident in her efforts to engage employees through educational seminars. Susan's accolades, including being recognized among the Top 100 St. Louisians in Business, highlight her influence in the industry. She holds a Bachelor of Science in Accounting from The University of Memphis, which has equipped her with a solid foundation in financial principles. Passionate about helping clients achieve financial independence, Susan continues to make a significant impact in her field.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Sustainability

Organisational experience

Corporate Experience

Susan Conrad

Work Experience

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Chief Business Development Officer at

Plancorp Wealth Management

September 2024 - Present

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Chief Growth Officer at

Plancorp Wealth Management

December 2022 - September 2024

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Chief Client Experience Officer at

Plancorp

August 2017 - December 2022

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Director Plancorp Retirement Plan Advisors at

Plancorp

February 2011 - December 2022

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Vice-President of Business Development at

First Mercantile

December 1987 - March 2011

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National Sales Director at

First Mercantile

April 2007 - November 2008

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Southeast Regional Sales Director at

First Mercantile

April 2007 - August 2007

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Relationship Manager at

First Mercantile

April 2001 - April 2007

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Plan Administrator at

First Mercantile

November 1987 - April 2001

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Susan Conrad

Education

University of Memphis, Bachelor Of Science

January 1984 - January 1988

Frequently Asked Questions about Susan Conrad

What is Susan Conrad email address?

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

What company does Susan Conrad work for?

Susan Conrad is a Chief Business Development Officer at Plancorp Wealth Management, a company specializing in Functions related to depository banking.

Where Susan Conrad graduated from?

Susan Conrad holds a degree in Accounting from University of Memphis.

How can I directly contact Susan Conrad?

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

Who is Susan Conrad?

Susan Conrad is a seasoned financial executive with extensive experience in wealth management and retirement plan consulting. As the Chief Growth Officer at Plancorp Wealth Management, she is dedicated to enhancing client experiences and driving growth through innovative financial solutions. With a strong background in business development and client relations, Susan has held several leadership roles, including Director of Retirement Plan Advisors and Chief Client Experience Officer. Her commitment to financial wellness is evident in her efforts to engage employees through educational seminars. Susan's accolades, including being recognized among the Top 100 St. Louisians in Business, highlight her influence in the industry. She holds a Bachelor of Science in Accounting from The University of Memphis, which has equipped her with a solid foundation in financial principles. Passionate about helping clients achieve financial independence, Susan continues to make a significant impact in her field.

Susan`s contact details

mail

*******@plancorp.com

*******@retirementplanadvisors.com

Colleagues

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Mike Bruno

Senior Vice-President

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Michael Esson

Chief Information Security Officer

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Leo Haas

Vice President

Larry Legrand

Vice Chairman, Chief Financial Officer

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Wesley Garton

Chief Financial Officer

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Amy Jones

Chief Talent Officer | Shareholder

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