Manager, Information Systems and Technology
Systematic, Logical, Forward-Thinking
With over a decade of experience, Sue serves as GM Advisory Group’s first internal systems administrator, where she ensures that our technology meets our commitment to innovation in wealth management and financial services. Her role focuses on streamlining processes to increase efficiencies so GMAG can better serve their clients.
Passionate about artificial intelligence and deep learning, Sue updates and manages our customer relationship management systems, ensures the efficacy of our portfolio management and other technology solutions, and works closely with Client Services and Compliance Teams.
In her spare time, she enjoys spending time with her daughter and staying up to date on the latest pieces in the Harvard Business Review, MIT Technology Review, and Wired.