susan lowe
fiduciary officer
About
Susan Lowe has moved to Greensboro, NC from Boca Raton, FL Previously, Susan Lowe was a Manager with Personal Trust Administration at Morgan Stanley Specialties: Manager, Personal Trust Administration, Trust and Estate Settlement Prior to joining Morgan Stanley in 2004, Susan was a Program Director with the North Carolina Community College where she provided direction and leadership to students entering the cooperative education program. Susan received her BS in Accounting and Certification in Management from Guilford College, Greensboro, NC.
united states
greensboro
financial services
financial accounting, trust services, private banking, financial advisory, financial services, series 7, series 31, series 66, uniform combined state law, estate planning, high net worth individuals, wealth management, asset allocation, wealth management services, investment management, investment advisory, mutual funds, finra, asset management, banking, investments, trading
Experience
assistant vice president
first citizens bank
manager, trust, and estate administration
morgan stanley
trust sales associate
morgan stanley
financial advisor
morgan stanley
fiduciary officer
first citizens bank
trust administrator 2
wells fargo
Wells Fargo Securities delivers a comprehensive set of capital markets products and services to customers, including originating and distributing public debt and equity, hedging interest rates, commodity and equity risks, advising on mergers and acquisitions, and originating structured lending facilities and municipal bonds. The institutional broker dealer is comprised of more than 4000 team members in 40+ offices across the United States, Europe and Asia.Wells Fargo Securities is the trade name for the capital markets and investment banking services of Wells Fargo & Company and its subsidiaries, including Wells Fargo Securities, LLC, a member of FINRA, NYSE, NFA and SIPC, Wells Fargo Institutional Securities, LLC, a member of FINRA and SIPC, and Wells Fargo Bank, N.A.
trust administration
comerica bank
cooperative education director
guilford technical community college
Innovated and pioneered new initiative between community businesses and faculty to provide work-based learning opportunities for students of the college. Networked at college sponsored events and job fairs. Conducted classroom orientation to students beginning their first co-op experience. Supervised and counseled students to ensure completion of work-based learning requirements. Audited work-base assignments and provided feed-back and required action to faculty. Provided direction for development and optimization of program aligned with President’s goals and initiatives. Coordinated with other community college co-op partners in planning the state-wide Annual Cooperative Education Conferences. Planned and executed the annual dinners and luncheons for the business partners serving on the college advisory committees. Utilized trending analysis to recognize program challenges and strengths. Designed and implemented Cooperative Education Initiatives. Awarded the President’s Leadership Award 2003
Education
cannon financial institute
Attended Cannon I and Cannon II. Working toward my CTFA
guilford college
management
CPA Candidate. Accounting, Finance and Management.
susan lowe's Contact Information
Phone
Find the Right Leads
Find Verified Contact Data
What LeadContact does well
Find verified emails, phone numbers, and decision-makers with 98% accuracy.
Find Leads
Find the right people by company, role, industry, location, and more.
925M+ professional profiles
Find Emails
Access verified email addresses for your target contacts.
657M+ emails
Find Phone Numbers
Get cross-validated phone data from multiple top sources.
239M+ phone numbers
More Accurate. Lower Cost.
Find contact data in 1 tool with 98% accuracy
LeadContact integrates leading enrichment tools to deliver more accurate contact data—without paying for each one.
Great conversations start with the right contact.
It’s time to find yours.