Susan (Anderson) Puz

Inquirer
DISC Type : cd

Chief Compliance Officer at Milliman

Seattle, Washington, United States

Overview

Susan Puz is the Chief Compliance Officer at Milliman, bringing 20 years of experience in corporate compliance and risk management. With a foundation of a Juris Doctor from the University of Colorado, she specializes in the consulting and financial services industries, focusing on proactive solutions to reduce corporate risk.

Outside of her professional role, Susan is actively involved in community leadership, serving on the board of the YWCA. Colleagues describe her as energetic, positive, wise, and an excellent team player. Her interests include NASA and Cornell University, indicating a passion for science and higher education.

She is a Certified Regulatory and Compliance Professional through the FINRA Institute at Wharton.

Personality Overview

ROI Conscious

Hard To Convince

Judgemental

They respond well to confident salespeople.  They don’t always try to control the conversation but neither do they like yielding it fully. They can be nudged to make faster decisions by offering what they value.

Topics They Care About

Global Compliance
As CCO for a global firm, she is responsible for all regulatory matters, including GDPR and anti-bribery laws across more than 30 countries.
Risk Management
Her leadership style is grounded in fact-driven assessments and proactive solutions to mitigate corporate risk, a key specialty throughout her career.
Financial Regulation
Her background as a Staff Attorney for the Department of Financial Institutions and her work at Russell Investment Group highlight deep expertise in this area.

Media Appearances

Susan has no verified media appearances

Work History

5-2012
Chief Compliance Officer at Milliman
3-2010 - 5-2012
Senior Assistant General Counsel at Garden City Group
2004 - 2008
Senior Governance Analyst at Russell Investment Group
2002 - 2004
Staff Attorney at Department of Financial Institutions, Securities Division
Senior Governance Analyst at Russell Investment Group

Education

2005 - 2007
CRCP from FINRA Institute at Wharton
1999 - 2002
Juris Doctor from University of Colorado

More Information

Social Presence :

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Exp : 15 Location : Seattle, Washington, United States Job Level : Leadership Designation : Chief Compliance Officer at Milliman
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Insights For Selling To Susan

During A Call Or A Meeting

DO's

  • Make sure that you you respond to any queries from them quickly
  • Refer to testimonials from others in similar positions
  • Tell them that you are there to help them create visible impact within their organization

DONT's

  • Don’t expect them to change their mind quickly if they say no once
  • Don't try too hard to get friendly, let it happen with time
  • Avoid repeating yourself or making generalizations

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Susan is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Susan

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Susan move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Susan take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Susan

Personality Compatibility


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