Professional Summary

Professional Overview

Susan Koski is a Compliance and Fiduciary Specialist with extensive experience in the financial services industry. She specializes in ensuring organizational compliance with regulatory standards and upholding fiduciary responsibilities on behalf of clients.

Experience Summary

Current Role

As the Compliance and Fiduciary Specialist at ALEC, Susan is responsible for developing and implementing robust compliance programs to mitigate risk and maintain regulatory alignment. She proactively monitors industry changes, advises leadership on best practices, and collaborates with cross-functional teams to embed a culture of compliance across the organization.

Career Progression

Prior to her current role, Susan served as a Fiduciary Specialist at ALEC, where she provided strategic guidance to clients on complex investment and retirement planning matters. She earlier held Vice President roles at First Midwest Bank, overseeing retail business development and spearheading initiatives to enhance the customer experience. Susan began her career as a Branch Manager at Baxter Credit Union, honing her skills in customer service and operational efficiency.

Academic Background

Susan holds a Bachelor of Business Administration from the University of Illinois at Chicago, with a focus on Finance and Accounting. She is a dedicated lifelong learner, continuously expanding her knowledge and skills to stay ahead of industry trends and best practices.

Areas of Expertise

• Compliance program design and implementation

• Fiduciary responsibility analysis and risk mitigation

• Investment portfolio management and retirement planning

• Retail banking operations and customer service optimization

• Cross-functional collaboration and stakeholder management

Professional Impact

Throughout her career, Susan has made significant contributions to the financial services industry. As a Fiduciary Specialist, she helped clients achieve their long-term investment goals, consistently exceeding their expectations. In her previous retail banking roles, Susan implemented innovative customer service initiatives that resulted in a 20% increase in customer satisfaction scores.

Conclusion

With a proven track record of success, Susan Koski is a valuable asset to any organization seeking to enhance its compliance posture, strengthen its fiduciary practices, and deliver exceptional customer experiences. Her comprehensive industry knowledge, coupled with her commitment to continuous improvement, make her an ideal candidate for senior-level roles in the financial services sector.