Susan Spencer
 

 

Client Services Coordinator

[email protected]

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Office Locations: Cary, NC

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Susan Spencer

Professional

Susan was born in Buffalo and raised in Fairport, New York.  She earned her BS in computer science from North Carolina State University.

Susan began her career in information technology and spent 15+ years working as an application support specialist in maintaining pricing and engineering systems. She enjoyed working closely with the client community that relied on these systems. She started working in the financial services industry in 2015 for Ameriprise as part of Christopher G. Murphy and Associates.

Susan joined Crossbridge Financial Group in 2017 as a client services coordinator, supporting private wealth advisor Chris Murphy and financial advisor Brandon Hughes. In her current role, Susan helps the team with business processing, meeting preparation, mailings, and other various client-related services.

Personal

Susan resides in Raleigh, North Carolina. She is an avid music collector and reader. She is active in local elections, serving as a Wake County precinct official, and has spent many years as a library volunteer.