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Suzanne Beczak

Financial Planning Analyst

Suzanne is a Financial Planning Analyst with Atlas Private Wealth Management. In her role, she supports the team of Wealth Management Advisors by providing operational support for clients as well as preparing financial plans.

Prior to joining Atlas, Suzanne spent eleven years with Ayco, a Goldman Sachs Company. Most recently Suzanne focused on the training and development of entry-level associates for their Private Wealth Management Division. Other previously held roles at Ayco included trade operations support and client account maintenance.

Suzanne graduated from Siena College with a bachelor’s degree in finance and obtained her master’s in business administration from The University at Albany. She is currently working toward her Certified Financial Planner™ designation.

Suzanne is originally from Central New York and lives in downtown Albany. While not working, she loves to travel, spend time with friends and family, and relax with her pets.

 

sbeczak@atlaspwm.com

800-432-7447 ext. 150