Sue is a member of our Operations Department where many internal functions of our office are handled. Among some of the tasks Sue performs are preparing all types of custodian paperwork for clients, including account opening applications, asset transfer forms, and money movement standing instructions. Sue also helps resolve clients’ issues with custodians and plays a large role in processing fees as part of our quarterly report process. Sue has been with Wingate since 2000 and is an invaluable member of our staff.
Sue’s husband, Al, is the photographer who provides client birthday cards for many of our clients. They have four children and eleven grandchildren in NH and England. Sue has done volunteer work with “NOCC” (National Ovarian Cancer Coalition), as she is a survivor of the disease.