Profile Overview
Name: Suze Orman
Company: SecureSave
Position: Co-Founder
Biographical Background
Suze Orman, born on June 5, 1951, in Chicago, Illinois, is a prominent financial advisor, author, and television personality. Orman graduated with a degree in social work from the University of Illinois, Champaign-Urbana in 1976. Initially working as a waitress, her career pivoted after a failed investment, sparking her interest in finance. Orman is renowned for her unconventional and highly relatable approach to personal finance, which combines financial advice with personal growth principles.
Professional Journey
- 1973-1980: Waitress at Buttercup Bakery, San Francisco
- 1980-1983: Account Executive at Merrill Lynch, becoming their first female stockbroker in northern California.
- 1983-1987: Vice President of Investments at Prudential Bache Securities.
- 1987-Present: Founded Suze Orman Financial Group in 1987, though it closed due to internal disputes, before becoming a pioneering media personality in finance.
Key Achievements
- 1994: Authored "You’ve Earned It, Don’t Lose It," achieving early success with significant sales.
- 1997: Published "The 9 Steps to Financial Freedom," a New York Times bestseller for over a year.
- 2007-2015: Hosted The Suze Orman Show on CNBC.
- 2020: Co-founded SecureSave, a venture-backed startup focusing on helping people build emergency funds through employer-sponsored savings accounts.
SecureSave Initiative
SecureSave is an innovative company that offers Employer-Sponsored Emergency Savings Accounts (ESAs). Established in 2020, SecureSave aims to improve financial security for employees, contributing to better recruitment and retention rates while reducing the reliance on 401(k) loans and withdrawals.
Key Contributions to SecureSave
- Product Development: Collaborated with SecureSave to introduce ESAs, designed to boost financial wellness for employees by providing an efficient way to save for emergencies through employer-matched payroll deductions.
- Public Outreach: Frequently appears in media to promote the value of ESAs and financial wellness, including notable platforms such as LinkedIn, Yahoo Finance, CNBC, and various financial blogs and podcasts.
- Recent Activities: Highlighted the partnership with Voya Financial, which was announced on June 11, 2024, demonstrating SecureSave's growing influence and integration into broader financial service offerings.
Publications and Media Presence
Orman is the author of several best-selling books, including "The Courage to Be Rich," "The Laws of Money, the Lessons of Life," and "The Money Class: Learn to Create Your New American Dream." As a regular contributor to financial literature and media, Suze Orman's advice resonates with a wide audience, further amplified by her long-standing association with The Oprah Winfrey Show and her own podcast, Suze Orman’s Women & Money (and the Men Smart Enough to Listen).
LinkedIn Activity: Orman maintains an active presence on LinkedIn, where she regularly shares insights on financial wellness and updates on SecureSave initiatives.
Contact Details
Company Address:
218 Main St, #440, Kirkland, WA 98033
Contact Number: 206.666.4900
Email: info@securesave.com
Press Inquiries: press@securesave.com
Conclusion
Suze Orman is a key influencer in the personal finance sector, leveraging her extensive experience and media presence to champion financial security initiatives such as SecureSave. Her efforts in creating and promoting ESAs underline her commitment to enhancing financial autonomy and resilience among employees. This makes her a pivotal figure in SecureSave’s strategy and execution, providing significant insights and publicity to the company's mission.
Highlighted Competencies: Professional finance acumen, media influence, employee financial wellness advocacy, strategic partnership development.