Susan Malone

CFP®, MBA, Associate Planner

Associate Planner

Susan joins Oak Harvest with 13 years of experience in the financial industry. Prior to working in personal finance, Susan worked in institutional fixed-income trading and portfolio management.

Susan grew up in New York. She graduated from Carnegie Mellon University with a Bachelor of Science degree in Managerial Economics with a minor in Industrial Management and has an MBA from Stern School of Business, New York University.

Susan has earned her designation as a Certified Financial Planner™ Professional (CFP®). She has a Life and Health insurance license & is a Texas Notary Public.

Susan and her husband, Jon, have been married for over 25 years. They have two sons, Hudson and Justin, and their beloved yorkie-poo, Futbol. Over the years, Susan’s passion for helping others has led her to volunteer for numerous 501(c)(3) organizations, where she has assisted with fundraising efforts, event planning, and working one-on-one with those in need. Besides spending time with her family, practicing yoga, meditation, and learning about natural alternatives to healthcare are things Susan enjoys.

Summary
Name
Susan Malone
Job Title
CFP®, MBA, Associate Planner