Sessions
Welcome & Discretionary Distribution Decisions (Panel)
1:00 PM - 2:00 PM Mon
Susan M. Bull has extensive professional financial industry experience, with over 30 years as a Senior Trust Officer/Estate Settlement Manager. During her career, she has managed client’s assets, including alternative assets, and has partnered with other professionals in the areas of financial planning, estate settlement, trust administration and other financial services.
Susan managed estates and guardianship cases at the Clark County Public Administrator/Guardian Office, for close to a decade. Before recently joining Bryn Mawar Trust, Susan's experience encompassed over 20 years as a Senior Trust Officer at Wells Fargo, First American Trust and Ameriprise Financial. Susan also acted as a Financial Advisor and earned her SEC licenses, while at Merrill Lynch.
Susan earned a Bachelor of Science Degree in Business Administration from Regis University, located in Denver, Colorado. She also earned a Financial Planning Certificate from Kaplan University. Susan has earned the CTFA and CFP® designations and is a member of the Southern Nevada Estate Planning Council and Financial Planning Association.
Susan has been very involved in the Las Vegas community, serving as a volunteer with Junior Achievement, the Las Vegas Boy Scout Council and other local community organizations. She also is very involved with her church, in Summerlin.