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Susan Conrad
Susan Conrad
Chief Business Development Officer | Plancorp Wealth Management
Missouri, United States
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.
Susan Conrad
Work Experience
Chief Business Development Officer at
Plancorp Wealth Management
September 2024 - Present
Chief Growth Officer at
Plancorp Wealth Management
December 2022 - September 2024
Chief Client Experience Officer at
Plancorp
August 2017 - December 2022
Director Plancorp Retirement Plan Advisors at
Plancorp
February 2011 - December 2022
Vice-President of Business Development at
First Mercantile
December 1987 - March 2011
National Sales Director at
First Mercantile
April 2007 - November 2008
Southeast Regional Sales Director at
First Mercantile
April 2007 - August 2007
Relationship Manager at
First Mercantile
April 2001 - April 2007
Plan Administrator at
First Mercantile
November 1987 - April 2001
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
*******@plancorp.com
*******@retirementplanadvisors.com
Colleagues
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