Suzanne Norman
About Suzanne Norman
Suzanne Norman is a Principal and Head of Strategic Relationships at Milliman, with over 20 years of experience in the financial services industry. She holds multiple licenses and specializes in building strong client relationships through effective communication and leadership.
Current Role at Milliman
Suzanne Norman serves as Principal and Head of Strategic Relationships at Milliman, a position she has held since 2012. In this role, she focuses on developing and maintaining strategic relationships within the financial services sector. Her expertise lies in client engagement and creating top-producing partnerships, which are essential for driving business growth. Based in Seattle, Washington, she has contributed significantly to Milliman's strategic initiatives over the past 12 years.
Professional Experience in Financial Services
Suzanne Norman has over 20 years of experience in the financial services industry, with a strong emphasis on sales. Her career includes notable positions at Merrill Lynch, where she served as Vice President in various roles, including District Annuity Specialist and Financial Advisor. She also worked at AllianceBernstein as Director of Subadvisory Sales for seven years. Her experience spans multiple channels, including planner, bank, and wirehouse, showcasing her ability to build effective relationships with advisors.
Education and Professional Designations
Suzanne Norman holds a Bachelor of Arts degree in Psychology from Hood College, where she studied from 1984 to 1988. She also attended Richmond, the American International University in London for one year in 1986. Additionally, she has completed studies at Cornell University. Suzanne holds several professional licenses, including Series 3, 7, 65, and 66, as well as a Massachusetts insurance license. She is also a Certified Investment Management Analyst (CIMA), reflecting her commitment to professional development in the financial services field.
Skills and Expertise
Suzanne Norman demonstrates strong presentation, communication, and leadership skills, which are critical in her role within the financial services industry. Her specialization in building relationships through exceptional client engagement is a key aspect of her professional approach. She focuses on a needs-based strategy to ensure that client requirements are met effectively, contributing to her success in various sales roles throughout her career.