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Susan Pepsin

Susan Pepsin

Financial Advisor Assistant

Followers of Susan Pepsin410 followers
location of Susan PepsinIstanbul, Türkiye

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  • Timeline

  • About me

    Educator

  • Education

    • UCLA Extension

      2001 - 2007
      Professional Financial Planning Certificate

    • Ignite Yoga Studios

      2017 - 2017
      200-Hour Yoga Teacher Certification

    • The American College

      2008 - 2010
      CLU - Chartered Life Underwriter

    • Minnesota State University, Moorhead

      1994 - 1998
      Bachelor of Arts (B.A.) English Language and Literature, General

  • Experience

    • Signator Investors, Inc.

      Nov 1998 - Jun 2000
      Financial Advisor Assistant

    • Wedbush Securities

      Jun 2000 - Jul 2007
      Vice President Retirement Services

      Wedbush is a privately held financial services and investment firm that provides private and institutional brokerage, investment banking, equity research, fixed income, public finance, correspondent clearing, and asset management to individual, institutional and issuing clients. • Managed a team of 7 responsible for all aspects of IRA and Retirement Plan operations, marketing and sales staff education • Negotiated outside consulting relationships and product purchases • Incorporated legislative and regulatory changes into department operating policies and product offerings Show less

    • SunAmerica

      Jul 2007 - May 2011
      Advanced Markets Senior Specialist

      SunAmerica is a leading financial services firm that focuses on the rapidly growing retirement savings market by offering long-term retirement savings products including variable annuities. • Provided tax, estate planning, retirement planning, annuity structuring and sales strategy consulting services to wholesalers and financial advisors at Wirehouse, Bank, and Independent broker-dealers

    • Teach For America

      Jan 2011 - Jan 2012
      Corps Member

      TFA a national teacher corps of college graduates and professionals who commit to teach for two years and raise student achievement in public schools.

    • Gestalt Community Schools

      Jul 2011 - Jul 2014
      Educator - Business & Technical Writing

      Gestalt Community Schools is a system of K-12 college-preparatory charter schools in targeted Tennessee communities.

    • Özel Üsküdar SEV İlköğretim Kurumları

      Aug 2014 - Jul 2016
      Educator - English

    • Pendergast Elementary School District

      Aug 2016 - May 2017
      Educator - English

    • Susan Lee Yoga

      May 2017 - now
      Owner

    • Ignite Yoga Studios

      Jun 2017 - Aug 2019
      General Manager

    • Scottsdale Unified School District

      Jul 2017 - Jun 2018
      Educator - English

    • Barefoot Karma

      Nov 2018 - now
      Owner

      Foot and body care products for yogis, dancers, and other barefoot adventurers. www.barefootkarma.com

    • Özel Üsküdar SEV İlköğretim Kurumları

      Aug 2019 - Aug 2021
      Educator - English

    • Üsküdar Amerikan Lisesi / Üsküdar American Academy

      Aug 2021 - now
      Educator - English

  • Licenses & Certifications

    • CFP - Certifed Financial Planner

      CFP Board