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Susan Daileader
Susan Daileader
Vice President and Financial Consultant, CFP® | Rockland Trust
Rockland, Massachusetts, United States
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.
Susan Daileader
Work Experience
Vice President and Financial Consultant, CFP® at
Rt Investment Services
January 2008 - Present
Vice President and Financial Consultant, CFP® at
Rockland Trust
June 2002 - Present
Vice President, Channel Manager at
Fleet Financial Group
June 1991 - June 2002
First Vice President , Marketing Strategy & Analysis at
Rockland Trust
December 2001 - June 2002
Senior Vice President Product Management at
Fleet Financial Group
June 1997 - November 1999
Vice President, Senior Product Manager at
Columbia Funds Management
January 1997 - January 1998
Vice President, Marketing at
Shawmut Investment Advisers Fleet Acquired Shawmut Bank
March 1994 - June 1997
Vice President at
Shawmut Bank
January 1990 - January 1992
Assistant Vice President and Product Manager, Consumer Products and Services at
Fleet Financial Group
November 1986 - April 1987
Sales Representative and Trust Administrative Assistant at
BankBoston
January 1983 - January 1986
Susan Daileader
Education
January 1990 - January 1991
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
***************@rocklandtrust.com
***************@lpl.com
Colleagues
Vice President
Vice President III Commercial Lending
Vice President, Financial Consultant
Vice President - Senior Commercial Banking Financial, Risk and Strategy Analyst
VP, Chief Compliance Officer at RT Investment Services
Vice President & Financial Consultant
VP, Director of Distributed Infrastructure
Vice President
Vice President, Financial Planning Officer
Vice President Business Banking