Ke (Suki) Su
About Ke (Suki) Su
Ke (Suki) Su is a Financial Associate Trainee with a decade of experience at Transamerica in the Greater New York City Area. She holds a Bachelor's degree in Finance and Accounting from the University of International Business and Economics and an MBA from Rensselaer Polytechnic Institute.
Work at Transamerica
Ke (Suki) Su has been employed at Transamerica as a Financial Associate Trainee since 2014. Over the course of ten years, Su has developed expertise in financial advisory services, focusing on middle-class clients. This role involves assessing clients' risk tolerance and financial capabilities, which Su accomplishes through professional methods and personal financial statement analysis. Su's responsibilities include constructing customized financial portfolios that address specific client needs, such as education, housing, and retirement.
Previous Experience in Financial Analysis
Before joining Transamerica, Ke (Suki) Su gained valuable experience in financial analysis through various internships. In 2013, Su worked as a Business Analyst Trainee at Plug Power for three months in Latham. Additionally, Su served as an Intern - Market Analyst and Corporate Financial Planner at Evident Technologies for three months in Troy, New York. In 2014, Su further enhanced analytical skills as a Research Intern at Shore Group Associates in New York City for four months.
Education and Expertise
Ke (Suki) Su holds a Bachelor's degree in Finance and Accounting from the University of International Business and Economics, where studies took place from 2008 to 2012. Su also earned a Master of Business Administration (M.B.A.) from Rensselaer Polytechnic Institute - The Lally School of Management and Technology, focusing on Business Analytics, Strategy Management, and Finance, from 2012 to 2014. This educational background has equipped Su with a strong foundation in financial principles and analytical skills.
Skills in Financial Advisory Services
Ke (Suki) Su has developed a range of skills in financial advisory services throughout the career. Su specializes in assessing clients' financial situations and tailoring financial portfolios to meet their specific needs. This includes monitoring financial advisory processes and making necessary adjustments based on client feedback. Su's approach emphasizes understanding the unique financial goals of clients, particularly in areas such as education funding, housing investments, and retirement planning.