Profil
Ms. Shoemaker joined PMFA in 1999, after working with a national financial company.
She was named as a finalist for Retirement Plan Advisor of the Year–2004.
This annual award is given by Plan Sponsor Magazine, and focuses on the candidate’s client service and references, industry knowledge, and practice economics.
Ms. Shoemaker holds a bachelor of business administration degree from Wayne State University where she graduated summa cum laude, and holds an MBA in finance.
She is an affiliate member of the American Society of Pension Professionals and Actuaries.
She is a Certified Financial Planner.
Anciens postes connus de Susan A. Shoemaker
| Sociétés | Poste | Fin |
|---|---|---|
Plante Moran Financial Advisors LLC
Plante Moran Financial Advisors LLC Investment ManagersFinance PMFA’s security analysis methods include fundamental and technical analysis and cyclical analysis. Their investment research group uses an internally developed, proprietary equity market valuation model as a tool for evaluating current market conditions and determining equity model allocations. Equity allocation investment strategies include managers that employ both long- and short-term strategies. Fixed income allocations include managers that seek to invest in a range of fixed income assets and credit classes to generate attractive risk-adjusted returns through current income and, to a lesser extent, capital appreciation. | Corporate Officer/Principal | - |
Formation de Susan A. Shoemaker
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Plante Moran Financial Advisors LLC
Plante Moran Financial Advisors LLC Investment ManagersFinance PMFA’s security analysis methods include fundamental and technical analysis and cyclical analysis. Their investment research group uses an internally developed, proprietary equity market valuation model as a tool for evaluating current market conditions and determining equity model allocations. Equity allocation investment strategies include managers that employ both long- and short-term strategies. Fixed income allocations include managers that seek to invest in a range of fixed income assets and credit classes to generate attractive risk-adjusted returns through current income and, to a lesser extent, capital appreciation. | Finance |
Wayne State University (Michigan)
Wayne State University (Michigan) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















