Suzanne Williamson

Suzanne Williamson: Email & Phone Number

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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

Their professional focus is Asset Allocation, Asset Management, and CRM across 3 core areas.

Education

BS Social Science at San Diego State University

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