Client Data Coordinator
Susan joined the Akers team in August, 2019. She has an eight year, financial industry background, in client administration. Susan most recently enjoyed being home with her children for eight years, while working part time at the Bel Air Athletic Club. She obtained an AA in Biology from Harford Community College and a Bachelor's Degree in Business Management from Goucher College.
Susan will be assisting with:
* Preparation of client reports
* Account summation
* Obtaining information from financial companies
* Maintaining data consolidation and reporting software
Susan enjoys spending time with her family and attending her children's sporting events. She, her husband and three children reside in Harford County.