Susanna Joiner Schlangen is a high-level professional, working in Charles Schwab main office of which is in 1096. as a Relationship Manager from 2018. Susanna gained professional experience in more than ten positions at different companies. Susanna Joiner Schlangen went to the Texas A&M University - Corpus Christi and received education from 1994 to 1996. Katy, Texas is the area, where this expert was lastly known to be located. This professional's email address and phone are easily accessed through this website on demand.
Name variants:
Susan Schlangen
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Workplace
Relationship Manager
San Francisco, CA
Industry
Financial Services, Security Broker/Dealer
Colleagues
Work History
Vice President, Investment Consultant
14785 Preston Rd SUITE 1000, Dallas, TX 75254
Key relationship manager for 20 RIAs totaling $1 billion in combined Assets Under Management
Responsible for client retention by maintaining close, positive client relationships through pr...
Apr 2015 — Jan 2016
Independent Wine Consultant
Sit back and relax as I guide you and your guests through a private wine tasting! The world is our vineyard so you and your guests will taste wine that is exclusive to our company. I also of...
from Dec 1, 2014
President
Lead the strategic planning process, formulated the vision and strategic direction, initiated growth strategies, approved all new product development initiatives, and provided strategic gui...
May 1, 2007 — Oct 1, 2010
Vice President Advisory Services
Formulated all sales and marketing strategic planning initiatives for 200 Investment Advisor Representatives. Grew department from 1 to 3 within 12 months.
Delivered immediate and impressi...
Apr 2006 — Apr 2007
Vice President, Investment Advisory
7333 east Doubletree Ranch Rd SUITE 120, Scottsdale, AZ 85258
Apr 2006 — Apr 2007
Assistant Vice President, Investment Advisory
175 Water St, New York, NY 10038
Directed sales and marketing initiatives to achieve $1+ billion in Assets Under Management inside proprietary fee-based platform within 3 years. Collaborated with senior executives across t...
May 2002 — Apr 2006
Financial Consultant
New York, NY
Successfully built a book of business within the two-year training program. Exceeded $25 million in assets under management within 24 months.
Areas of expertise included: Financial Models,...
Aug 1, 1996 — May 1, 2002
Education
1994 — 1996
1992 — 1994
Occupations
Sales Specialist
Relationship Manager
Account Service Manager
Customer Service
Skills
Wine Tasting
Wine Education
Wine Pairing
Wine Sales
Wine and Spirits Industry
Customer Satisfaction
Customer Experience
Relationship Management
Marketing
Event Management
Marketing Communications
Marketing Strategy
Public Speaking
Wine
Event Planning
Leadership
Strategic Planning
Sales
Customer Service
Management
Team Building
Social Media Marketing
Social Media
FAQs about Susanna Joiner Schlangen
What is the main profession of Susanna Joiner Schlangen?
Susanna is a Relationship Manager.
What jobs is Susanna proficient at at?
The expert is a professional Sales Specialist and Relationship Manager jobs.
Where does Susanna Joiner Schlangen currently live?
The professional lives in Katy, Texas.
Does the expert have the email address?
su**@gmail.com is Susanna Joiner Schlangen's email address.
How many companies did Susanna Joiner Schlangen work at?
Susanna Joiner Schlangen worked at ten jobs.
What education does Susanna Joiner Schlangen have?
Susanna studied at the Texas A&M University - Corpus Christi from 1994 to 1996.
What languages does Susanna Joiner Schlangen speak?
Susanna Joiner Schlangen speaks English.
What is the industry that Susanna Joiner Schlangen worked in?
Susanna works in Wine And Spirits industry.