Susan Grzegorek joined our firm bringing over 15 years of experience in a boutique wealth management practice, serving an exclusive client base. She is self-motivated, focused an highly organized professional equipped with in-depth knowledge in providing administrative support. She possesses valuable knowledge of both traditional and alternative investments.
Susan performs needs assessments, gathering appropriate documents to assess efficiency, analyze processes and procedures. She utilizes strategic thinking, problem-solving skills to bring forth results. Susan exemplifies solid customer relations expertise with an inherent sense of empathy in understanding and dealing with the needs and desires of clients.
She has proven to deliver expertise in working with individuals at all levels.
AREAS OF EXPERTISE
Office and Executive Administration • Building Productive Relationships
Client Needs Assessment
Tenacious in Protection and Respect of Client Confidentiality and Privacy
Susan currently communicates with clients on a day-to-day basis ensuring all needs are met. Her primary focus is to develop and maintain relationships with clients. She recognizes and understands their needs and articulates the ability of Mr. Yasharel’s practice to meet the clients' needs in relation to both services and products.
On a personal note, Susan enjoys spending time with her family and loves to travel. She is an avid reader and takes pleasure in music and photography.
"Bloom Where You Are Planted"
• Susan Grzegorek is not a registered representative or investment advisor. She is not affiliated with Royal Alliance Associates