电子邮件 | sdi***@***.com | 获取Email |
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电子邮件 | sdi***@***.com | 获取Email |
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Vanderbilt Financial Group is an investment firm disrupting traditional finance by focusing on socially and environmentally responsible, ethical, and impactful investments. We do this while keeping our advisors front and center, providing a world-class level of service with a "family office" feel. Headquartered in a LEED-certified (Leadership in Energy and Environmental Design) Platinum building, our commitment to changing the world begins at home in our office and within our culture. As an impact organization, Vanderbilt is dedicated to using our business as a force for good to enhance our community and make an impact as we grow. We are extremely passionate about Impact Investing as it aligns with the core values and mission of our firm. Vanderbilt has become known as "The Sustainable Wealth Management Firm" for our commitment to providing our Financial Advisors and their clients greater access to value-aligned investments. Our firm was formed 50 years ago by two brothers to help manage their families' money. In 2001, our Chairman and VFG Founder Steve Distante acquired the firm and rebranded it as Vanderbilt Financial Group. We're often asked why the name "Vanderbilt" was chosen; the answer is simple: Cornelius Vanderbilt had the foresight to invest in an innovative transportation system in America which connected a country spread over a large land mass, was the foundation of our modern-day infrastructure, and is still in use today. We celebrate the entrepreneurial spirit of Vanderbilt, a spirit that so many of our independent advisors also possess. Vanderbilt Financial Group is the marketing name for Vanderbilt Securities, LLC and its affiliates. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions Advisory Services offered through Vanderbilt Advisory Services & Consolidated Portfolio Review. Clearing agents: Fidelity Clearing & Custody Solutions, Charles
公司 | Vanderbilt Financial Group |
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职位 | Direct Business & Insurance Specialist |
地点 | United States |
http://www.linkedin.com/in/susan-diaz-867a0515 | |
部门 | |
头衔 | Direct Business & Insurance Specialist at Vanderbilt Financial Group |
Vanderbilt Financial Group Direct Business & Insurance Specialist
2017-04-01 -
Vanderbilt Financial Group Executive Assistant to the CEO
2013-03-01 - 2017-04-01
OppenheimerFunds Team Coordinator
2007-02-01 - 2012-10-01
Sales / Marketing Coordinator
2005-01-01 - 2007-01-01
Essex Corporation Regional Sales Coordinator
1997-10-01 - 2005-01-01
Susan Diaz 在 Vanderbilt Financial Group 担任 Direct Business & Insurance Specialist at Vanderbilt Financial Group
Susan Diaz 在 Vanderbilt Financial Group 的职位是 Direct Business & Insurance Specialist at Vanderbilt Financial Group
Susan Diaz 的电子邮件地址是 sdi***@***.com
Susan Diaz 的电话号码是 -
Susan Diaz 的公司电话号码是 +163****
Susan Diaz 在 financial services 工作。
Susan Diaz 的一些同事包括Jeremy Brown、William Sheridan、Megan Plapp、Lyle PerlmutterPatricia Aylward、。
Susan Diaz联系方式: 电子邮件地址:sdi***@***.com 电话号码:-
Susan Diaz 的个人领英是:http://www.linkedin.com/in/susan-diaz-867a0515
Susan Diaz 的办公地点:125 froehlich farm blvd, woodbury, new york, united states, 11797-2906
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