![Susan M. Delory](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Ms. Susan M.
Delory is an Senior Associate at Atlantic Trust Private Wealth Management.
She joined Atlantic Trust in 2007.
Prior to joining the firm, she worked as a client service associate at State Street's Wealth Manager Services supporting the Atlantic Trust relationship.
Ms. Delory earned a Bachelor of Arts in business management from Salve Regina University in 2005, and she graduated from Cannon Financial Institute's Trust I in 2008.
Anciens postes connus de Susan M. Delory
| Sociétés | Poste | Fin |
|---|---|---|
| STATE STREET CORPORATION | Corporate Officer/Principal | - |
CIBC Private Wealth Advisors, Inc.
 CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CPWA offers a broad opportunity set across asset classes, global geographic regions and managers because in their experience, they found this to be the best way to preserve and grow a client’s assets. The firm has an investment policy committee that oversees their investment policies and strategies. They utilize both fundamental and technical analysis to determine their recommendations and fulfill their respective responsibilities. | Analyst-Equity | - |
Formation de Susan M. Delory
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
2
Relations au 1er degré
3
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
State Street Corp.
 State Street Corp. Finance/Rental/LeasingFinance Operates as bank holding company whose subsidiary provides financial and commercial loans and commercial real estate services | Finance |
CIBC Private Wealth Advisors, Inc.
CIBC Private Wealth Advisors, Inc. Investment ManagersFinance CPWA offers a broad opportunity set across asset classes, global geographic regions and managers because in their experience, they found this to be the best way to preserve and grow a client’s assets. The firm has an investment policy committee that oversees their investment policies and strategies. They utilize both fundamental and technical analysis to determine their recommendations and fulfill their respective responsibilities. | Finance |
Salve Regina University
 Salve Regina University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
