ABOUT SusanSusan is a wealth management consultant for Commerce Trust Company. She facilitates the introduction of our prospective clients to a comprehensive service team which includes private banking, investment management, trust administration, and financial planning. Susan provides an integrated and seamless client experience as we partner with clients to meet their long-term goals and objectives.
She joined Commerce in 1980 and became a trader of fixed income securities in the capital markets group in 1981. Susan then joined Commerce Trust Company in 1993 as a business development officer for personal trust, investment management, IRA rollover, and custodial accounts. Prior to joining Commerce Trust Company, Susan traded taxable fixed income securities and served as manager of the taxable fixed income trading desk for Commerce Bank’s Capital Markets Group.
Susan completed the certified financial planning course through the University of Missouri-Kansas City Block School of Business in 2002 and was awarded the Registered Financial Consultant designation in 2016. She earned her Bachelor of Science in business administration from Southern Methodist University in 1980. She was the 2006 recipient of Commerce Bank’s Chairman’s Sales Excellence award for expanding customer relationships.