Suzanne Bulat

Sr. Relationship Manager

Suzanne Bulat, Sr. Relationship Manager, has great enthusiasm for serving our clients and partner’s needs. Suzanne assists the branch manager and internal staff, as well as our clients. She has extensive experience. Having spent 20+ years in the financial industry. Suzanne has worked with ERISA plans in both the Third Party Administration and the Financial Advisor industries.   

A California native, Suzanne moved to Arizona in 1998 with her children.  She stays active around her community.  Suzanne enjoys hiking, softball, cooking, traveling, crafts, and taking trips with her family.