Suzanne provides guidance and leadership for the Client Services team, ensuring that clients always experience exceptional service. She is focused on identifying better and more efficient ways to deliver on our commitment to our clients and our colleagues and she is passionate about helping people. Suzanne has been with Private Ocean since 2015 and was previously the VP of Operations and Compliance at Brouwer and Janachowski and the Operations Manager at Charles Schwab & Co.
In her spare time, Suzanne enjoys hiking and listening to live music at one of the local venues in Marin.
BS in Social Science, Economics, San Diego State University