Suzanne Markus in

Suzanne Markus

Login to view DISC.
Senior Business Operations Specialist at Benjamin F. Edwards
📍 Greater St. Louis, United States

Suzanne Markus is a Senior Business Operations Specialist at Benjamin F. Edwards with extensive experience in financial services. Her career includes key operational and client service roles at Raymond James, UBS, and Wells Fargo Advisors. She is a graduate of the University of Missouri-Saint Louis.

Suzannes career reflects a strong connection to the A. G. Edwards legacy, having worked at the original firm and later joining Benjamin F. Edwards.

Read the full overview →
Experience
26 Years
Current Role
Senior Business Operations Specialist
Job Level
Junior
Location
Greater St. Louis, United States
Personality Overview

How Suzanne shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Suzanne cares about

Client Service Operations
Her career is centered on leading client services and business operations within major wealth management firms, including her current senior role.
Investor Psychology
She shares content on cognitive biases like loss aversion, highlighting its impact on investors reaching their financial goals.
+4 more topics Login to view topics
Career

Work history

3-2022
Senior Business Operations Specialist
Benjamin F. Edwards
6-2020 - 3-2022
Director of Client Services, Brown Family Wealth Advisors Branch Administrator, RJFS
Raymond James
8-2014
Client Service Associate
UBS Financial Services, Inc.
3-2008 - 8-2014
Associate Vice President PCG Client Associate
Wells Fargo Advisors
5-1999 - 3-2008
Stock Option Analyst
A.G. Edwards
In the press

Media appearances

Suzanne Markus - Financial Advisors. Featured in Benjamin F. Edwards
See now
Suzanne Markus - Benjamin F. Edwards & Co. - The Org. Featured in The Org
+1 more appearances Login to view media
Education

Suzanne has no verified education history

Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

Ted Thulin
Ted Thulin
Company Owner & Lead Recruiter
Prime Time Hire
 David Thompson, CFA
David Thompson, CFA
CFO
Bright Line Eating Solutions, LLC
KA
Katie Agnello
Social Media Manager
Bright Line Eating
 Tom Martin
Tom Martin
CFO - Senior Vice-President
Benjamin F. Edwards & Co.
Unlock the full playbookSee exactly how to sell to Suzanne. Free, 10 seconds.