Susan Vitas serves as an Operations Associate for OneAscent. In this role, she enjoys utilizing her strengths to provide advisors and their staff with investment operations support to enhance overall process efficiency and client experience.
Susan has spent the vast majority of her professional career in the investment and insurance client service experience sector across several different companies through the years. Her passion for empowering and helping people took root at the University of Toledo where she earned her degree in Social Work and Health Information Management.
Outside of work, Susan loves spending time with her boys: her fiancé, Nicholas; her son, Dylan; and her furbaby, Guapo. Cheering on her favorite sports teams, experimenting in the kitchen, going to concerts, musical theater, or just spending time in nature are also among Susan’s favorite things to do.
Ready to work with our team and start your journey to freedom and control?