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Susan Felton
Client Operations Specialist
Susan Felton is a Client Operations Specialist at Annex Wealth Management.
As a Client Operations Specialist, Susan assists with all service-related needs of Annex Wealth Management clients including new client onboarding, scheduling, and account paperwork.
Before Annex Wealth Management, Susan worked as a stay-at-home-mom and before that, performed administrative operations at SysLogic, Inc., and Cap Gemini.