Susan Black

Senior Vice President

Cambridge Trust

Wellesley, Massachusetts

Professional Profile

Call Me When

Call Me When... I help business owners and their advisor collaborate to achieve successful outcomes based upon each participants definition of success. Together we strive to help everyone's best next chapter.

Contact Method

Profession

  • Banker
  • Coach
  • Wealth Planner
  • Professional Certifications

    CFP(r) , CAP,

    Functional Expertise

  • Board of Directors (not for profit)
  • Business development
  • Business management
  • Charitable giving
  • Entrepreneurship
  • Estate planning
  • Family business
  • Investments
  • Philanthropy
  • Retirement
  • Life Coaching
  • Business Focus

    Transition Planning Certification

    Client Industries

  • Business Services
  • Education
  • Financial Services
  • Non-profit
  • Wholesale/Distribution
  • Client Results

    Membership

    Greater Boston Individual

    Member Since

    Member for 1 Year

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

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