Resumes and CV
Resumes

Suzanne Latour

Suzanne Latour

Cfp, Cima Vice President Wealth Mgt Advisor Merrill Lynch
Position:
Regional Franchise Owner - San Diego at GolfTEC, CFP, CIMA, Wealth Mgt Advisor at Merrill Lynch
Location:
San Diego, California
Industry:
Financial Services
Work:
GolfTEC
- Greater San Diego Area since Jun 2010
Regional Franchise Owner - San Diego Merrill Lynch - 701 B Street 24th Floor San Diego CA 92101 since May 2009
CFP, CIMA, Wealth Mgt Advisor Morgan Stanley Smith Barney Apr 1993 - Aug 2004
1st Vice President
Regional Franchise Owner - San Diego Merrill Lynch - 701 B Street 24th Floor San Diego CA 92101 since May 2009
CFP, CIMA, Wealth Mgt Advisor Morgan Stanley Smith Barney Apr 1993 - Aug 2004
1st Vice President
Education:
LEAD SAN DIEGO
State University of New York - System
BS University of Pennsylvania - The Wharton School
CIMA, Professional Certificate: Certified Investment Management Analyst
State University of New York - System
BS University of Pennsylvania - The Wharton School
CIMA, Professional Certificate: Certified Investment Management Analyst
Skills:
Strategic Financial Planning, Estate Planning, Retirement Planning, Investments, Series 7, Wealth Management, Investment Strategies
Interests:
Golf, The San Diego Women's Foundation, Golf Snowboarding, Golf, hiking with my dog, Golf!
Honor & Awards:
Five Star Wealth Management