Exciting Changes at Medallion

After working as Laura’s assistant since 2002, Suzanne is becoming a Financial Advisor taking on her own clients full  time, and will primarily be working to assist federal employees with retirement planning and preparation. Suzanne is working towards earning her ChFC designation, with 6 classes down and only 2 more to go. 

With over 15  years of experience at the American and New York Stock Exchanges combined, and almost 13 years as a member of  the Medallion team, I know Suzanne will be a great advisor to her clients and continue to be an important part of our Medallion family.

Barry Cantor is coming on board as Laura’s new fully licensed securities assistant while Suzanne makes her way serving clients full time as an advisor.  Before coming to Medallion, Barry worked in taxes and accounting for many years as an attorney and CPA. He is married and has two children whose numerous after-school activities keep him and his minivan very busy after work hours.

 

I hope you will join us in congratulating Suzanne on her new position here, and welcoming Barry to the team as you get to know him through future meetings, calls, and correspondence!

CLICK HERE TO GET THE CONVERSATION STARTED

 
 by Medallion Group Team