Susan V. Walker serves as the Executive Director of Business Development with Precision Financial Services, concentrating on corporate strategy, marketing, training and development. Additionally, she works closely the firm’s wealth advisors on their practice management.
Susan brings over 20 years of experience in financial services in both banking and investments. She spent 10 years in sales, leadership and coaching roles with UBS, including working directly with the head of national sales and leading integrations of advisors throughout two corporate acquisitions. Prior to joining Precision Financial, Susan spent five years as a Team Manager for PNC Investments. One of her core values is ensuring an exceptional client experience and that successful wealth management requires a very close working relationship with our clients.
Susan earned her Bachelor of Science from Rutgers University. When not working, Susan’s passions include traveling and raising her two children, Emma and Daniel, with her husband, Dervys.