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Susan Bracken

susan@cornerstonemgt.net

Professional

Mrs. Susan Bracken is a Portfolio Associate for Cornerstone. She is responsible for the daily accounting and reconciliation of all accounts and meets the various reporting needs of our individual and institutional clients. Mrs. Bracken also provides assistance to our institutional clients with their annual audit processes. She also serves as point person for the firm’s Portfolio Reporting Software and for increasing efficiency in all related areas. She has been instrumental in working with our various custodians to implement cost basis requirement updates.

Experience

Mrs. Bracken has worked in various fields of finance over the last 20 years including banking, commercial, and other nonprofit environments. Through her varied exposure, she has gained extensive knowledge of several software programs and accounting practices that enhance her ability to serve Cornerstone in her current role.

Education

BS Business Administration, Magna Cum Laude, Bryan College, Dayton, TN - 1991

Personal

Susan lives in Lilburn with her husband Everett, daughter Lauren, and son Daniel. She is an avid tennis player, enjoys all types of music, and loves spending time with family and friends.

Appearances

Upcoming

Karen Sillay will attend

Missio Nexus Conference

in Louisville, KY

Learn More
Upcoming

Winters Richwine will attend

Missio Nexus Conference

in Louisville, KY

Learn More