Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Suzanne Black

Pearland,TX

Summary

Senior Registered Client Service Associate with over 35 years at Merrill Lynch/Bank of America, specializing in SEC reporting and client account management. Developed training programs and enhanced team performance, supporting financial advisors to optimize client relations. Recognized for creating office newsletter and receiving the Client Associate award for excellence.

Overview

25
25
years of professional experience

Work History

Senior Registered Client Service Associat

Merrill Lynch/Bank of America
Houston, TX
09.1996 - 09.2021
  • Over 35 years of experience in financial services and client relations.
  • Developed a team employee stock plan procedure manual and performed SEC reporting for Rule 144 executives
  • Chosen to serve as coach and trainer.
  • Supported financial advisors in managing client accounts and transactions.

Education

BBA - Accounting And Finance

Regis University
Denver, CO
05-1995

Associate of Applied Science - Accounting

Delaware Technical Community College
DE
05-1983

Skills

  • SEC reporting
  • Employee training
  • Client account management
  • Stock plan administration
  • Financial analysis
  • Customer relationship management

Accomplishments

  • Phi Theta Kappa honor fraternity
  • Chosen Outstanding first year business student; Who's Who Amer. Junior colleges
  • Graduated Magna Cum Laude
  • Selected by peers for Client Associate award for creating office newsletter

Timeline

Senior Registered Client Service Associat

Merrill Lynch/Bank of America
09.1996 - 09.2021

BBA - Accounting And Finance

Regis University

Associate of Applied Science - Accounting

Delaware Technical Community College
Suzanne Black