Susan brings decades of experience in business development, small business and project management, treasury/financial reporting, team leadership, analysis and design, system implementation, communications and more. She was Treasurer and COO of a small litigation firm for more than 30 years, and was the interface with creditors, financiers, accountants, other law firms, the judiciary and professional organizations. Susan was also staff mediator, manager and mentor (which is no minor role, as anyone who operates a successful small business is aware!). She is a real estate investor in the affordable housing sector, having managed multiple renovation projects. She was an analyst for a leading financial services firm redesigning their world-wide trading system, where she was responsible for branch operations. And she coordinated special projects for the international public relations department of a Fortune 50 multinational corporation.
A graduate of New York University, Susan holds her B.A in Economics with honors, as well as a Certificate in Financial Management from Cornell University.
Susan sits on the NY Advisory Committee for a long-established nonprofit, raising funds and awareness to meet its mission. She was the Treasurer and Board Member for a young nonprofit that shelters homeless youth, where she established their system of books and records and compliance procedures.
Susan also volunteered with various community organizations, schools and ad hoc committees in her local area. She is an Ambassador for the Brooklyn Chamber of Commerce, and an advocate for vulnerable populations. She speaks Spanish and is learning Italian.
Brooklyn, NY is where Susan calls home.
ROI welcomes Susan’s enthusiasm, energy and warmth, as she revels in building relationships and bringing people together for a common purpose. She’s a natural for finding business owners who wish to retire or sell, pairing them with investors who wish to purchase a healthy operation, and assisting them throughout the process as leader, analyst and problem solver.