Susan is a Financial Advisor affiliated with Csenge Advisory Group. She has over 25 years of experience in institutional proprietary fund management, global capital markets, and personal financial planning. Susan joined the group in 2010 from Morgan Stanley Smith Barney where she was a financial advisor in Tampa and St. Petersburg. She spent over 12 years as a Managing Director at GE Capital and Greenwich Capital, managing specialized fixed income portfolios globally and building asset management platforms in both the United States and Mexico with over $1.2 billion in assets under management. Previously, Susan was a Senior Credit Officer at Citibank in the U.S. and the Country Credit Officer in Milan, Italy.
Susan is a board member of the Financial Planning Association of Tampa Bay and leads the effort providing pro-bono financial planning services in Tampa. She is also a board member of Girls Inc of Pinellas County, a not-for-profit after school and summer program for elementary and middle school girls in Pinellas County.
Registrations and Licenses
- Series 7 (General Securities)
- Series 63 (Blue Sky)
- Series 65 (Investment Advisor)
- Life, Health, Variable Annuity licenses
Professional Degrees & Certifications
- Successfully completed educational requirements as a Certified Financial Planner and Certified Divorce Financial Analyst