Susan Dreier is the training and development manager for BAM Advisor Services, LLC, focusing on executing BAMs training programs and helping firms use its resources to establish and develop their practices. With more than ten years experience in the financial services industry, Susan has also served as BAMs director of marketing and practice development manager, where she coached advisors and support staff in executing the steps necessary to build their practices to their desired levels. She holds a bachelors degree in communications from Truman State University in Kirksville.
Like what you see? Make sure you're getting it all
Authoritative analysis and perspective for data management professionals.