At Capital Advisors, Susie's responsible for a host of critical administrative tasks, including account maintenance and reconciliation, investment reporting and assisting with trades. With so many items on her to-do list, she's known throughout the firm for her calm-under-pressure approach to business.
"We're in the 'attention-to-detail' business."
Have a request? Susie's on it. She knows that time is of the essence when it comes to everything she handles for Capital Advisors – from answering questions to handling trades to responding to an email. After nearly 20 years with the firm, she's built a reputation for exceeding expectations and tackling the most urgent requests, quickly and efficiently.
"There's peace on the water."
Whether she's boating in the summer or skiing in the winter, Susie finds that time outside puts everything into perspective and gives her the traveling adventure she craves. She's also a fan of culinary adventure – and spends one or two evenings a week exploring up-and-coming restaurants throughout Cleveland.