Susan Morse
Susan S. Morse currently serves as a Board member of Profit and Nonprofit Organizations. She retire...
San Francisco, California, United States
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Susan Morse’s Email susan@mosaicfp.com
Social Media
Susan Morse’s Location San Francisco, California, United States
Susan Morse’s Current Industry Retired Mosaic Financial Partners
Susan Morse’s Prior Industry The Bank Of San Francisco | City National Bank | Mrw And Associates | The World Bank | Trust Company Of The West | Prudential Financial
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Work Experience
Retired
Former Investment Professional and Entrepreneur, Current Board Member
2016-01-01 00:00:00 - Present
Mosaic Financial Partners
Senior Advisor
2005-01-01 00:00:00 - Present
The Bank Of San Francisco
Board of Directors
2005-01-01 00:00:00 - 2012-01-01 00:00:00
City National Bank
Private Client Advisor
2002-05-01 00:00:00 - 2005-01-01 00:00:00
Mrw And Associates
Co-founder and Executive Vice President
1986-01-01 00:00:00 - 1997-01-01 00:00:00
The World Bank
Consultant
1992-01-01 00:00:00 - 1996-01-01 00:00:00
Trust Company Of The West
Senior Vice President
1987-01-01 00:00:00 - 1991-01-01 00:00:00
Prudential Financial
Head of SF Office, Vice President
1974-01-01 00:00:00 - 1986-01-01 00:00:00Skills
Languages
FAQ About Susan Morse
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Susan Morse is located at
San Francisco, California, United States -
Susan Morse is a Susan S. Morse currently serves as a Board member of Profit and Nonprofit Organizations. She retired in 2016 after a long career in Wealth Management, Investment Analysis, Corporate Lending, Financial Consulting and Portfolio Fund Management. In addition, she co-founded and ran a successful energy consulting firm in the Bay Area. Susan received her MBA from Wharton Graduate School at the University of Pennsylvania and a BA from Tufts University. Until retirement, she held the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations. Susan is actively involved with the International Women's Forum of Northern California (Board Member (2016-2017) and the Northern California Golf Association. She has been an active member of the Board of Directors of the Northern California Golf Association (NCGA) since January 2014, the Poppy Holdings Board since January 2018, and currently serves on the Golf Championship of the Olympic Club in San Francisco. Susan was a founding member of the Board of Directors of the Bank of San Francisco for many years and served as President of the Board of the Olympic Club in 2007. In addition, Susan has served on the Advisory Committees of the LPGA and the Dugoni Dental School of the University of the Pacific.
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Susan Morse currently works in the Retired | Mosaic Financial Partners |
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No Languages Available
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Susan Morse has prior
experience in the following industries:
The Bank Of San Francisco | City National Bank | Mrw And Associates | The World Bank | Trust Company Of The West | Prudential Financial -
Susan Morse has the following professional experience:
Retired | Mosaic Financial Partners | The Bank Of San Francisco | City National Bank | Mrw And Associates | The World Bank | Trust Company Of The West | Prudential Financial -
You can view Susan Morse’s LinkedIn profile at LinkedIn URL
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Susan Morse’s work email
addresses are
susan@mosaicfp.com -
Retired | Mosaic Financial Partners |
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