Investment Operations Assistant
Susan joined the Skylight team in 2021 as the Investment Operations Assistant. In her role, Susan enjoys providing support and training to financial professionals and their team as they develop investment best practice solutions.
Susan graduated from the University of Toledo with a bachelor’s degree in Social Work and a Post-Baccalaureate in Health Information Management. She holds her Accident & Health, Life and Variable Annuities License and plans on pursuing additional licenses.
Susan currently lives in Perrysburg with her boyfriend, Nicholas, son, Dylan, and their loveable mutt, Baxter. In her free time, she enjoys reading, traveling, going to concerts, and rallying behind various Cleveland and Ohio sports teams.