SNYDER FINANCIAL GROUP - Key Persons
Daniel joined SFG in September, 2015 after gaining experience in the financial industry as a Trades Analyst with a retirement-based company. He comes to Snyder Financial Group with a strong academic background having earned his Bachelor's in Finance from University of South Florida (2011) followed by completing his MBA at Florida State University (2014).
Job Titles:
- Client Services Coordinator
- Client Service Coordinator
As the client service coordinator at Snyder Financial Group, Emily assists in handling clients' needs. This includes processing investment paperwork, insurance inquiries, or any kind of account maintenance...
My passion for family financial and retirement planning came from an unlikely source: seeing the impact of poor planning in the lives of my grandparents, resulting in my little Italian grandmother having to sell their retirement home in the country years earlier than desired.
Susan, Bruce's spouse of fifty plus years, has been actively involved in making this firm a success through her administrative support and training of office staff. She currently supports the team in providing bookkeeping and...