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Susan Daileader

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Susan Daileader

Vice President and Financial Consultant, CFP® | Rockland Trust

Rockland, Massachusetts, United States

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Susan Daileader

Summary

Susan Daileader is a seasoned financial consultant currently serving as Vice President at RT Investment Services, where she specializes in wealth management for business owners and non-profits. With a strong background in equities and fixed income, she excels in identifying financial challenges and crafting tailored solutions to protect assets and mitigate risks. Susan's commitment to community engagement is evident through her active participation on several local non-profit boards. Her career spans over three decades in the financial services industry, including significant roles at Fleet Financial and Rockland Trust. Susan holds a B.A. in Political Science and International Relations from the University of Vermont and has furthered her education in business at Boston University. She is also a certified financial planner (CFP®) and possesses licenses including Series 7 and 63. Known for her strategic planning skills, Susan has a proven track record of building long-term client relationships and driving business growth.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Sustainability

Innovation

Organisational experience

Corporate Experience

Non-Profit Experience

Susan Daileader

Work Experience

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Vice President and Financial Consultant, CFP® at

Rt Investment Services

January 2008 - Present

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Vice President and Financial Consultant, CFP® at

Rockland Trust

June 2002 - Present

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Vice President, Channel Manager at

Fleet Financial Group

June 1991 - June 2002

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First Vice President , Marketing Strategy & Analysis at

Rockland Trust

December 2001 - June 2002

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Senior Vice President Product Management at

Fleet Financial Group

June 1997 - November 1999

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Vice President, Senior Product Manager at

Columbia Funds Management

January 1997 - January 1998

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Vice President, Marketing at

Shawmut Investment Advisers Fleet Acquired Shawmut Bank

March 1994 - June 1997

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Vice President at

Shawmut Bank

January 1990 - January 1992

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Assistant Vice President and Product Manager, Consumer Products and Services at

Fleet Financial Group

November 1986 - April 1987

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Sales Representative and Trust Administrative Assistant at

BankBoston

January 1983 - January 1986

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Susan Daileader

Education

Boston University

January 1990 - January 1991

University of Vermont, B.A

January 1979 - January 1983

Frequently Asked Questions about Susan Daileader

What is Susan Daileader email address?

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

What company does Susan Daileader work for?

Susan Daileader is a Vice President and Financial Consultant, CFP® at Rockland Trust, a company specializing in National commercial banks.

Where Susan Daileader graduated from?

Susan Daileader holds a degree in Business from Boston University.

How can I directly contact Susan Daileader?

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

Who is Susan Daileader?

Susan Daileader is a seasoned financial consultant currently serving as Vice President at RT Investment Services, where she specializes in wealth management for business owners and non-profits. With a strong background in equities and fixed income, she excels in identifying financial challenges and crafting tailored solutions to protect assets and mitigate risks. Susan's commitment to community engagement is evident through her active participation on several local non-profit boards. Her career spans over three decades in the financial services industry, including significant roles at Fleet Financial and Rockland Trust. Susan holds a B.A. in Political Science and International Relations from the University of Vermont and has furthered her education in business at Boston University. She is also a certified financial planner (CFP®) and possesses licenses including Series 7 and 63. Known for her strategic planning skills, Susan has a proven track record of building long-term client relationships and driving business growth.

Susan`s contact details

mail

***************@rocklandtrust.com

***************@lpl.com

Colleagues

Sheryl Howe

Vice President

Peter Donovan

Vice President III Commercial Lending

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Alexander Olson

Vice President, Financial Consultant

Msf Anthony Caliri

Vice President - Senior Commercial Banking Financial, Risk and Strategy Analyst

Garth O'leary

VP, Chief Compliance Officer at RT Investment Services

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Becky Dowd

Vice President & Financial Consultant

Brian Dillon

VP, Director of Distributed Infrastructure

Richard Hayes

Vice President

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Terry Becker

Vice President, Financial Planning Officer

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Lisa Antoniotti

Vice President Business Banking

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