Suzie Keenan is the Operations Manager for SAM Group. She is responsible for all aspects of office compliance, assisting clients, reporting, correspondence and distributions. Suzie also works on our client database for the reporting programs and runs our template management.
Suzie has a BA from Florida State University where she majored in Finance and minored in Economics.
Suzie interned at Merrill Lynch and worked for Morgan Stanley before joining our team. Suzie is currently studying for her Series 7 and 66 securities registrations.
Suzie spends her spare time advocating for animals and the environment. She is active in her local community and volunteers regularly.