Soosan is a Client Service Associate on the High Net Worth team, a group specialized in working with clients with over $4 million in investment assets. She provides direct support for senior members, with a passion for developing meaningful trust-based client relationships and delivering tailored, high-impact service.
Soosan previously was a Client Services Manager and OSJ Executive Assistant at Scott Advisory Group, handling Compliance, Operations and Client Services for the Branch. She has several years of International Sales and Marketing experience in the Systems Integration industry in the Middle East.
She has an undergraduate degree in Electrical Engineering and an MBA in Finance. She is a member of Beta Gamma Sigma.
Soosan volunteers with her local Rotary Club chapter and actively assists with the annual RYLA youth leadership conferences. She is a mentor for the youth ministry at her church, where she trains teens in persuasive speech for competitions and organizes community and fundraising events. Soosan currently lives in Framingham MA, with her husband and two daughters. In her downtime, she enjoys cooking Indian fusion food, party planning and designing ethnic wear for family and friends.