Susan Martin
Managing Partner at Tandem Business Specialists, LLC | McKinney, Texas, United States
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As the Managing Partner at Tandem Business Specialists, LLC, Susan Martin leverages her extensive expertise in financial services portfolio management to drive innovative solutions for investment management firms. With a specialized focus on the Advent suite of products, Susan has been instrumental in enhancing operational efficiencies and streamlining back-office processes for her clients. Her leadership in project management and workflow consulting has enabled firms to optimize their operational frameworks, ensuring they can adapt to the ever-evolving demands of the financial landscape.
Under Susan's guidance, Tandem Business Specialists has successfully executed key projects that encompass operational management and automation, significantly reducing turnaround times and improving accuracy in portfolio reporting. Her deep understanding of financial analysis, particularly in equities and mutual funds, allows her to provide tailored consulting services that address the unique challenges faced by investment firms.
With over 25 years of combined industry experience, Susan’s commitment to excellence is evident in her ability to foster strong relationships with clients, ensuring they receive the highest level of service. Her strategic vision and hands-on approach to outsourcing have positioned Tandem Business Specialists as a trusted partner in the financial services sector. As she continues to lead her team, Susan remains dedicated to empowering investment firms through innovative solutions that drive growth and operational success.
Managing Partner at Tandem Business Specialists, LLC in September 2006 to Present
Manager of Operations at Lee Financial Corporation in June 2000 to September 2006
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Project Management
Business Development
Management
Leadership
Outsourcing
Operations Management
Portfolio Management
Financial Analysis
Equities
Mutual Funds
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Discover more about Tandem Business Specialists, LLCWhat is Susan Martin email address?
Email Susan Martin at [email protected] and [email protected]. This email is the most updated Susan Martin email found in 2026.
What is Susan Martin phone number?
Susan Martin phone number is +19726897972 and +12147246340.
How to contact Susan Martin?
To contact Susan Martin send an email to [email protected] or [email protected]. If you want to call Susan Martin try calling on +19726897972 and +12147246340. (updated on October 29, 2024)
What is Susan Martin net worth?
Susan Martin has an estimated net worth of $150,000 to $249,999
What company does Susan Martin work for?
Susan Martin works for Tandem Business Specialists, LLC
What is Susan Martin's role at Tandem Business Specialists, LLC?
Susan Martin is Managing Partner
What industry does Susan Martin work in?
Susan Martin works in the Financial Services industry.
Susan Martin Email Addresses
Susan Martin Phone Numbers
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