Susana Moreno has 17 years of experience in financial services, specializing in practice operations and administration. She holds Series 7, Series 66, and Life, Accident, and Health Insurance licenses, and has trained and supported advisors and staff nationwide through onboarding and development programs.
A 2006 cum laude graduate of Binghamton University with a degree in Latin American and Caribbean Studies and a minor in Spanish, Susana lives with her husband and toddler daughter and enjoys hiking and spending time outdoors.
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