> Financial Advisors Promotes Susan Renaud and Jeff Trombly
Jun 9, 2023 -
Ledyard Financial Advisors is pleased to announce two recent promotions.
Susan Renaud has been named Strategy & Business Transition Planning Director, along with her Senior Financial Advisor position. In this expanded role, Susan will advise clients looking to sell or transition their business. Susan joined Ledyard Financial Advisors in June of 2015 as a Senior Financial Advisor. She has over 30 years of experience in finance, operations and financial services. She has also been appointed to the Ledyard Financial Advisors Senior Leadership Team.
Previously, Susan served as Director of Strategic Integration with Dartmouth-Hitchcock, CFO at King Arthur Flour, Mergers and Acquisitions consultant with PwC London, and held various roles at Ben & Jerry’s in Vermont, London and Paris. Susan holds a Bachelor of Arts degree in Accounting from The University of Texas and the Sloan Masters in Leadership and Strategy from London Business School. She is a Certified Public Accountant, a Certified Financial PlannerTM and a Certified Exit Planning Advisor.
Jeff Trombly has been named Medicare Insurance Specialist, along with his Senior Portfolio Manager position. Jeff has held his Health Insurance license in NH since 2001 and began offering Medicare plans to clients in 2013. He is well versed in all Medicare plan types, including Medicare Supplement (Medigap) plans, Medicare Advantage Plans and Medicare Prescription Drug Plans.
Jeff joined Ledyard Financial Advisors in 2016 and is based in the New London office. Jeff has over 30 years of experience in the financial services industry. His background includes positions as a Financial Advisor with Merrill Lynch in Portland, Maine and Morgan Stanley in Manchester, New Hampshire. He has also held positions with Charter Trust, Chase Manhattan Bank and MassMutual Financial Group, giving him a broad exposure to all segments of the financial services industry. He holds a Bachelor of Arts in Economics from Bates College.
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