Susi Bennet takes lead role following COO tenure at Priority Financial Group
Staff Reports | Digital Free Press
Priority Financial Group is naming Susi Bennett president, following her success as chief operating officer since 2017.
Ms. Bennett joined PFG in 2017 as COO, overseeing the firm’s operations teams, which include learning and development, accounting and finance, human resources and project management, according to a press release.
Under her leadership, Ms. Bennett has been responsible for several initiatives to scale PFG for strategic growth, including the firm’s merger with CUE Financial in 2018.
An advocate of positive transformational change, Ms. Bennett has brought her adeptness as an agile leader to the PFG culture, driving the firm’s core values, according to Chief Executive Officer Mike Prior.
“Susi is uniquely qualified and her appointment to PFG President was a natural progression,” he said in a prepared statement. “She is a proven leader and veteran in the credit union industry who understands the challenges that credit union executives and financial advisors face to successfully navigate and manage change.”
Ms Bennett has worked in the financial services industry for more than three decades with recognized companies such as The Walt Disney Company. Prior to joining PFG, she served as COO for Desert Financial’s wealth management, insurance and estate planning divisions. She holds the FINRA Series 7, NASAA Series 66 licenses, as well as Life/Health Insurance and Property/Casualty Insurance licenses.
