SUSIE MATHEWS

MY FINANCIAL SERVICES CAREER BEGAN IN 2017

I’m fueled by a passion for finance and a drive to make a meaningful impact. I’m on a continuous journey of growth and professional development. Throughout my career, I have gained a reputation for being a result-driven business professional who fosters positive work environments and develops meaningful business relationships. With proficiency in strategic planning, project management, and relationship-building, I’m now transitioning into a financial advisory role to leverage my past experience to provide personalized support and guidance to clients to help achieve their individual financial goals.

MY PRIVATE VISTA

My Private Vista is being explorative. I aspire to travel more to experience different cultures, cuisines, and landscapes. I’m spending quality time with my family and friends as that hasn’t been prioritized in the past. My youngest sibling is 10 years old, so I’m creating unforgettable memories and experiences with her and our dog (Essence). I prioritize both my physical and mental well-being, so that I can always be the best version of myself.

COMMUNITY INVOLVEMENT

• Member, Women Investment Professionals

EDUCATION

• Bachelor’s degree in Finance, Middle Tennessee State University

• Master’s degree in Business, Middle Tennessee State University