Director | Deloitte Advisory
Susan is a director in Deloitte & Touche’s Banking and Securities Regulatory Consulting practice. She has 22 years of experience within securities industry and litigation support, and primarily focuses on helping broker dealers operate effectively and efficiently within the regulations that apply to their business models and adapting their business processes to new or changing regulations. Susan has helped clients respond to regulatory sweeps, and has led numerous litigation support engagements.
Department of Labor fiduciary rule
Survey results on industry preparedness
Proposal to apply fiduciary standards to retirement advice could have a far-reaching impact
On April 20, 2015, the Department of Labor (DOL) proposed regulatory changes that could have a widespread impact on the financial services industry.
DOL submits final fiduciary rule to the OMB for review
The Department of Labor (DOL) submitted its final “Conflicts of Interest” rule to the Office of Management and Budget’s (OMB) Office of Information and Regulatory Affairs (OIRA).
Life at Deloitte
People make Deloitte one of the best places to work. What’s great about the people? That’s an easy answer. They are exceptional. Each person is unique and valued for that, among the best and brightest in the business, and takes pride in his or her achievements and the success of others.