Susan: Email & Phone Number

Opt-Out

Chief Operating Officer at Essex Financial|New York City Metropolitan Area, United States

Position:

Chief Operating Officer at Essex Financial

Location:

New York City Metropolitan Area, United States

View Susan's Email

Up to 10 free lookups. No credit card required.

Last updated: 2025-12-30

Updated: 2025-12-30

Found email addresses for Susan:

Business emails:

**@essex.financial

Personal emails:

s***@lifeplanwmg.com,

s***@ubs.com,

****@hotmail.com,

s***@gmail.com

Found phones for Susan:

+1-870-***-**71,

+1-205-***-**23

A different Susan?

Work Experience 33 years

Chief Operating Officer at Essex Financial

Oct 2025 - Current

Operations Manager at Essex Financial Services, Inc

Apr 2024 - Oct 2025

Owner at Self-Employed Compliance Consulting

Jul 2016 - May 2024

Director of Operations at LOBO & PASCALE WEALTH MANAGEMENT

Mar 2019 - Apr 2024

Wealth Management Service Director at LOBO & PASCALE WEALTH MANAGEMENT

Mar 2019 - Jan 2024

Chief Compliance Officer at Westport Resources Investment Services

Jan 2017 - Jul 2018

Co-Founder at Advanced K9 Detectives

Sep 2005 - May 2018

Managing Director at LifePlan Wealth Management Group

Aug 2015 - Jan 2017

Director of Sales Practice Compliance at Westport Resources

Jun 2002 - May 2015

Investment Associate at UBS

Apr 1998 - Jun 2002

Senior Registered Sales Assistant at Morgan Stanley (formally Smith Barney)

Apr 1993 - Apr 1998

Susan started working in 1993, then the employee has changed 9 companies and 10 jobs. On average, Susan works for one company for 5 years 3 months.

Their professional focus is Asset Management, Back Office Operations, and Customer Service across 3 core areas.

Education

Boston University

Frequently Asked Questions

What is Susan's email address?

SignalHire found verified email addresses for Susan, both business and personal. Their business email is **@essex.financial, and personal emails include s***@lifeplanwmg.com, s***@ubs.com, and ****@hotmail.com.

What is Susan's phone number?

SignalHire found multiple verified phone numbers for Susan: +1-870-***-**71, and +1-205-***-**23.

How do I contact Susan at Essex Financial?

You can reach Susan through SignalHire by unlocking their verified email and direct phone number (free signup, no credit card needed). SignalHire is the fastest route if you need their contact details immediately.

What is Susan's professional background?

Susan has 33 years of professional experience. They have held roles including Operations Manager, Owner, and Director of Operations at companies such as Essex Financial Services, Inc, Self-Employed Compliance Consulting, and LOBO & PASCALE WEALTH MANAGEMENT. Their education includes Boston University.

Is Susan's contact information up to date?

Yes. Susan's SignalHire profile was last updated on 30 December 2025, reflecting their current position as Chief Operating Officer at Essex Financial in Essex, CT, United States.

Susan Namesakes

Name

Company

Position

Susan

EarthSoft

Compliance Specialist

Get contacts

Susan

PARAGON REIT Management Pte Ltd

Finance Manager

Get contacts

susan

nixon's tree service

all for jesus

Get contacts

See more profiles

Similar profiles

Name

Company

Position

Cassandra Salas

Phase2 Energy Solutions

Chief Operating Officer

Get contacts

Fariborz Karimian Tehrani

LubrInfo

Chief Operating Officer

Get contacts

Lydia Lee

Phoenix IDA

Chief Operating Officer

Get contacts

Richard Hurley

Alpha Q, Inc.

Chief Operating Officer

Get contacts

Devin Scott

KIZZY INVESTMENT GROUP LLC

Chief Operating Officer

Get contacts

Arame Morhilda THIOYE

Gabon Service Negoce

Chief Operating Officer

Get contacts

See more profiles

Other employees at Essex Financial

Name

Company

Position

Isaac Moriarty

Essex Financial

Private Wealth Management Intern

Get contacts

Cintia Zakowski

Essex Financial

Farminton Office Manager

Get contacts

Susan Roth

Essex Financial

Operations Manager

Get contacts

Eva Lamb

Essex Financial

Relationship Manager

Get contacts

Gabriel Flugrad

Essex Financial

Associate Financial Advisor

Get contacts

Matthew Pierko

Essex Financial

Retirement Plan Services Associate

Get contacts

Courtney Day

Essex Financial

Compliance and Operations Specialist

Get contacts

John Costello

Essex Financial

Associate Financial Advisor

Get contacts

Courtney Walsh

Essex Financial

Client Relationship Manager

Get contacts

Michael LaRiviere

Essex Financial

CFP® Financial Advisor

Get contacts

See more profiles

Data Privacy

GDPR COMPLIANT

SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.

CCPA COMPLIANT

SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.