Susan E. Levi

Susan has more than 20 years of experience in financial accounting and operation of small businesses, not-for-profit organizations, and government agencies. She has significant expertise in grants management and the development of policies and procedures. Prior to joining Donnelly-Boland in 1999, Susan was a controller for an international importer for five years. She began her career at KPMG, the international accounting and consulting firm.

Susan served as Donnelly-Boland's Chief Financial Officer from 2004-2018, when she transitioned her role to the Chief Operating Officer. She acts as a trusted advisor for the firm by overseeing the insurance and banking relationships as well as facilitating communication among all departments. Susan also facilitates workflow processes from the Executive team and aids in the execution of corporate goals and initiatives.

Susan is a Certified Public Accountant and holds Series 6 and Series 63 licensing. She earned her Bachelor of Science in Accounting from Saint Vincent College.