Susan joined JTC as part of the RBC cees acquisition in 2021.
As well as the day-to-day relationship management with existing corporate contacts that includes trustee, fiduciary and administrative duties, Susan also liaises with intermediaries in order to facilitate new opportunities for future and current JTC clients.
Susan has over 15 years’ experience within financial services and specialises in employee benefit plan administration, fund trusteeship and has also worked on a wide range of international and local employee benefit plans, including pension plans and deferred compensation plans.