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Suzanne Williamson's email & phone

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SVP, Client Services at Wealthspire|San Rafael, California, United States

Position:

SVP, Client Services at Wealthspire

Location:

San Rafael, California, United States

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Last updated: 2026-01-05
Updated: 2026-01-05

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Work Experience 41 years

SVP, Client Services at Wealthspire

Dec 2021 - Current

Director of Client Services & Principal at Private Ocean Wealth Management dba Wealthspire Advisors

Sep 2015 - Dec 2021

Chief Compliance Officer at Cerity Partners

Oct 2004 - Jan 2015

Vice President, Operations at Cerity Partners

May 1998 - Jan 2015

Senior Manager at Charles Schwab

Jan 1989 - Jan 1998

Operations Supervisor at Jack White & Co., Inc

Jan 1985 - Jan 1988

Education

BS Social Science at San Diego State University

Frequently Asked Questions

What is Suzanne Williamson's minimum period of employment in the companies?

Suzanne Williamson's minimum period of employment in various companies is 3 years.

What is Suzanne Williamson's average duration of employment for different companies?

On average, Suzanne Williamson works for one company for 9 years

What industries has Suzanne Williamson worked in?

Suzanne Williamson works in the Financial Services.

What positions has Suzanne Williamson held before?

Previously, Suzanne Williamson worked as a Director of Client Services & Principal, and Chief Compliance Officer, and Vice President, Operations, and Senior Manager, and Operations Supervisor.

How do I contact Suzanne Williamson?

Suzanne Williamson's phone number is +1-***-***-8929. Sign up to get contact details.

Who is the President/CEO/Director of the Wealthspire?

The President/CEO/Director of the Wealthspire is Angelo Labate

Who are Suzanne Williamson's peers at other companies?

Suzanne Williamson's peers at other companies are Jessica King and Tim Slough

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