SI

Susan Ilderton

Professional Summary



Professional Overview



Susan Ilderton is a seasoned Financial Services Representative with a proven track record of delivering exceptional customer service and financial advisory support. Leveraging her industry expertise, she excels in guiding clients through complex financial landscapes and helping them achieve their financial goals.

Experience Summary



Current Role


As a Financial Services Representative at Roper St. Francis, Susan is responsible for providing comprehensive financial planning and investment advisory services to a diverse client base. In this role, she:

  • Conducts in-depth financial assessments to understand client needs and risk profiles

  • Develops personalized investment strategies and financial plans to optimize returns and mitigate risks

  • Educates clients on investment products, market trends, and financial best practices

  • Maintains ongoing client communication and portfolio monitoring to ensure alignment with goals

  • Collaborates with cross-functional teams to deliver seamless, end-to-end financial solutions


Career Progression


Prior to her current role, Susan held various positions within the financial services industry, including Associate Financial Advisor at Bank of America and Financial Analyst at Merrill Lynch. Throughout her career, she has consistently demonstrated a commitment to professional development, earning her CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and maintaining a deep understanding of evolving industry regulations and best practices.

Academic Background


Susan holds a Bachelor of Science in Finance from the University of Kansas, where she graduated with Honors. She is currently pursuing a Master of Business Administration (MBA) degree from the University of Denver, expected to be completed in 2024.

Areas of Expertise


  • Financial planning and investment advisory

  • Retirement planning and wealth management

  • Risk assessment and portfolio optimization

  • Client relationship management and customer service

  • Data analysis and financial modeling


Professional Impact


During her tenure at Roper St. Francis, Susan has played a pivotal role in expanding the firm's client base and strengthening its reputation as a trusted financial services provider. Her strategic approach and exceptional client service have resulted in a 95% client retention rate and a 20% increase in new client referrals over the past two years.

Conclusion


With her comprehensive financial expertise, unwavering commitment to client success, and continuous pursuit of professional development, Susan Ilderton is poised to further enhance her impact within the financial services industry. She is dedicated to leveraging her skills and experience to help clients navigate the complexities of the financial landscape and achieve their long-term financial goals.