Susan A. Shoemaker
Plus aucun poste en cours
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 Plante Moran Financial Advisors LLC (PMFA) is a SEC-registered investment advisor headquartered in Southfield, Michigan. The firm was founded by Elorion Plante and Frank Moran in 1997. They are a wholly owned subsidiary of P&M Holding Group LLP. PMFA provides investment advisory, financial planning, and estate planning services to individuals and other entities which includes institutions, and not-for-profit entities. | Corporate Officer/Principal | - |
Formation de Susan A. Shoemaker
| Wayne State University (Michigan) | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Plante Moran Financial Advisors LLC
Plante Moran Financial Advisors LLC Investment ManagersFinance Plante Moran Financial Advisors LLC (PMFA) is a SEC-registered investment advisor headquartered in Southfield, Michigan. The firm was founded by Elorion Plante and Frank Moran in 1997. They are a wholly owned subsidiary of P&M Holding Group LLP. PMFA provides investment advisory, financial planning, and estate planning services to individuals and other entities which includes institutions, and not-for-profit entities. | Finance |
