Suzanne Knobel

Suzanne Knobel is an experienced operations and financial services professional currently serving as an Operations Associate at Potomac Fund Management, Inc. since April 2023. Previously, Suzanne held the position of Relationship Manager and Planning Coordinator at Freedom Day Solutions from July 2021 to August 2022 and served as a Senior Financial Planning Associate at Baker Tilly US from November 2019 to December 2020. Additional roles include Client Service Associate at PartnersInWealth, Inc. and Client Manager at Mosaic Advisors, where responsibilities included managing relationships with ultra-wealthy clients and providing tailored financial and estate planning services. Suzanne began their career as a Financial Planning Intern, focusing on data organization and process efficiency. Educationally, Suzanne holds a Bachelor of Business Administration in Finance and Management from the University of Houston, complemented by coursework at Rice University.