Compliance Officer & Operations Manager
Suzanne was born in Taiwan and moved with her parents to several states in the US before settling in the Jacksonville area where she has spent most of her life. Suzanne graduated from Orange Park High School and went on to receive a degree in Finance from Florida State University. Suzanne also has a Paralegal Certificate from the University of North Florida. She now lives in Ponte Vedra with her three children.
As Compliance Officer and Operations Manager at Legacy Trust, Suzanne is tasked with the oversight of the Operations Department and fiduciary compliance. She works diligently, behind the scenes, to ensure that Legacy's Relationship Managers have the operational support necessary to meet and exceed client expectation. As the Compliance Trust Officer, her role is to make sure that we adhere to our role as a fiduciary agent to our clients.