Susan graduated with a B.S. from Purdue University. Shortly after graduation she moved to Charlotte, NC. She began her career at Interstate Securities in Charlotte working as a trading assistant in the Fixed Income Trading Dept.
In 1987, Susan left Charlotte and moved back home to Indiana. She went to work at Unified Management Corp. in Indianapolis, employed as a Fixed Income Trading Assistant. It was while at Unified she met her future husband Jerry, a Brokerage Operations Consultant. It was through Jerry and contacts in his line of work that she offered an opportunity to move to New York and accept a position with Dean Witter Reynolds in New York City. There she was the Executive Assistant to the Senior Vice President of Futures Trading. Susan and her husband left New York and moved to Florida in 1990. She began working at PaineWebber, Inc. as a Sales Assistant and it was while at PaineWebber that Susan began working with Tom Cassedy. In 1996 she left PaineWebber and came to Cassedy Financial Group.
Susan’s primary roles with Cassedy Financial Group, Inc. are client assistance and branch operations. She is Series 7 registered with First Allied Securities and has 33 years of industry experience.