Suzette (Suzie) Jones, CFP® is the managing member of Training Resources Consulting, L.L.C. located in Houston, Texas. With over 40 years of experience in the financial industry, Suzie has focused her technical expertise on new accounts risk management and investment management. Suzie served as an Executive Vice President at a $50B financial organization where she was an active member of the AML, BSA, Personal/Corporate Risk, and Non-Bank Product Risk committees. Suzie brings technical information to life with her engaging training style and in-depth knowledge. She holds the Certified Financial Planner (CFP®) professional designation.