With over 25 years of financial services industry experience, Sue DoCarmo is the Executive Assistant for our team. She is a vital part of the superior level of service that we promise our clients. In her role as Executive Assistant, Sue provides clients with quality service with her strong administrative skills while overseeing much of the group’s day-to-day operations. Sue also calls on her extensive knowledge of operations and accounting procedures to ensure that our client’s needs are promptly met. She is responsible for much of the client interaction that takes place each day, seeing that clients are satisfied with all of their service and cash management needs.
Sue currently lives with her husband in Bedminster, New Jersey.