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Susan Bowman
- Over 40 years operational experience in the industry.
- UBS Private Wealth Management (2008 to 2020)
- Merrill Lynch Private Banking and Investment Group (1975 – 2008)
- Leads the administrative support for account management and online services
- Team coordinator for contract management and operations with outside money managers
- Coordinates tax management operations (tax loss selling, wash sale rules, etc.)
- Series 7, Series 63 and Series 66 license