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Suzanne Bulat has extensive experience in retirement account management and operational leadership across multiple financial organizations. Currently serving as Director at Ubiquity Retirement + Savings since July 2021, previous roles include Operations Manager at Redwood Investment Management, LLC, and Senior Relationship Manager at Casco Financial. Notable positions also include Conversion Specialist at Sunwest Pensions and Retirement Operation Manager at Charles Schwab, where Suzanne managed significant teams and streamlined processes to enhance client service. Suzanne's career began at Pension Professionals as Team Leader and Pension Consultant, where expertise was demonstrated in managing client accounts and employee training.