Employee Suzy Conley

Suzy Conley

Dallas
2121 N. Pearl St., Suite 1230
Dallas, TX 75201

PHONE NUMBER: 214-743-8440
TOLL-FREE: 866-517-3400
FAX NUMBER:

This professional also serves clients in Austin

Suzy V. Conley

Managing Director

Suzy Conley is a senior relationship manager representing CIBC Private Wealth in Dallas and Austin. With more than 25 years of experience, she works closely with high net worth families, foundations and endowments to design and implement thoughtful wealth management and investment solutions.

Prior to joining the firm in 2004, Suzy served as assistant director of principal gifts for Stanford University's Office of Development. From 1998 to 2003, she was an investment advisor with Morgan Stanley Private Wealth Management in San Francisco. Suzy began her career at Goldman Sachs & Co., where she worked as a financial analyst in the Investment Banking Division in New York and Los Angeles.

Suzy earned a Bachelor of Arts degree, cum laude, in political science and economics from Colgate University and a Master of Business Administration degree from Stanford University. She is a member of Texas Wall Street Women and team leader for Stanford GSB Dallas/Fort Worth Chapter.

Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.


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CIBC Private Wealth experts provide ongoing analysis and insights on what investors should consider
for their portfolios and wealth plans during these uncertain times.

 

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Employee RoseAnn Munoz

New York
1177 Avenue of the Americas
New York, NY 10036

PHONE NUMBER: 212-259-3800
TOLL-FREE: 800-773-3469
FAX NUMBER: 212-259-3888

RoseAnn Munoz

Senior Associate

RoseAnn Munoz is a senior client service associate for CIBC Private Wealth in New York office with more than 25 years of experience. In this role, she works closely with senior relationship managers to provide comprehensive client service and account administration for high net worth individuals and families. 

Prior to joining the firm, RoseAnn worked as a client onboarding specialist for Cantor Fitzgerald. Before that, she worked as a project manager for Goldman Sachs Asset Management, an onboarding manager for Citibank N.A., and a client service project manager for State Street Bank. RoseAnn earned her Bachelor of Arts in art from Queens College. 

Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.


Latest financial insights & resources

CIBC Private Wealth experts provide ongoing analysis and insights on what investors should consider
for their portfolios and wealth plans during these uncertain times.

 

View latest insights

Employee RoseAnn Munoz

New York
1177 Avenue of the Americas
New York, NY 10036

PHONE NUMBER: 212-259-3800
TOLL-FREE: 800-773-3469
FAX NUMBER: 212-259-3888

RoseAnn Munoz

Senior Associate

RoseAnn Munoz is a senior client service associate for CIBC Private Wealth in New York office with more than 25 years of experience. In this role, she works closely with senior relationship managers to provide comprehensive client service and account administration for high net worth individuals and families. 

Prior to joining the firm, RoseAnn worked as a client onboarding specialist for Cantor Fitzgerald. Before that, she worked as a project manager for Goldman Sachs Asset Management, an onboarding manager for Citibank N.A., and a client service project manager for State Street Bank. RoseAnn earned her Bachelor of Arts in art from Queens College. 

Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.


Latest financial insights & resources

CIBC Private Wealth experts provide ongoing analysis and insights on what investors should consider
for their portfolios and wealth plans during these uncertain times.

 

View latest insights

Employee RoseAnn Munoz

New York
1177 Avenue of the Americas
New York, NY 10036

PHONE NUMBER: 212-259-3800
TOLL-FREE: 800-773-3469
FAX NUMBER: 212-259-3888

RoseAnn Munoz

Senior Associate

RoseAnn Munoz is a senior client service associate for CIBC Private Wealth in New York office with more than 25 years of experience. In this role, she works closely with senior relationship managers to provide comprehensive client service and account administration for high net worth individuals and families. 

Prior to joining the firm, RoseAnn worked as a client onboarding specialist for Cantor Fitzgerald. Before that, she worked as a project manager for Goldman Sachs Asset Management, an onboarding manager for Citibank N.A., and a client service project manager for State Street Bank. RoseAnn earned her Bachelor of Arts in art from Queens College. 

Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.


Latest financial insights & resources

CIBC Private Wealth experts provide ongoing analysis and insights on what investors should consider
for their portfolios and wealth plans during these uncertain times.

 

View latest insights

Employee RoseAnn Munoz

New York
1177 Avenue of the Americas
New York, NY 10036

PHONE NUMBER: 212-259-3800
TOLL-FREE: 800-773-3469
FAX NUMBER: 212-259-3888

RoseAnn Munoz

Senior Associate

RoseAnn Munoz is a senior client service associate for CIBC Private Wealth in New York office with more than 25 years of experience. In this role, she works closely with senior relationship managers to provide comprehensive client service and account administration for high net worth individuals and families. 

Prior to joining the firm, RoseAnn worked as a client onboarding specialist for Cantor Fitzgerald. Before that, she worked as a project manager for Goldman Sachs Asset Management, an onboarding manager for Citibank N.A., and a client service project manager for State Street Bank. RoseAnn earned her Bachelor of Arts in art from Queens College. 

Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.


Latest financial insights & resources

CIBC Private Wealth experts provide ongoing analysis and insights on what investors should consider
for their portfolios and wealth plans during these uncertain times.

 

View latest insights

Employee RoseAnn Munoz

New York
1177 Avenue of the Americas
New York, NY 10036

PHONE NUMBER: 212-259-3800
TOLL-FREE: 800-773-3469
FAX NUMBER: 212-259-3888

RoseAnn Munoz

Senior Associate

RoseAnn Munoz is a senior client service associate for CIBC Private Wealth in New York office with more than 25 years of experience. In this role, she works closely with senior relationship managers to provide comprehensive client service and account administration for high net worth individuals and families. 

Prior to joining the firm, RoseAnn worked as a client onboarding specialist for Cantor Fitzgerald. Before that, she worked as a project manager for Goldman Sachs Asset Management, an onboarding manager for Citibank N.A., and a client service project manager for State Street Bank. RoseAnn earned her Bachelor of Arts in art from Queens College. 

Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.


Latest financial insights & resources

CIBC Private Wealth experts provide ongoing analysis and insights on what investors should consider
for their portfolios and wealth plans during these uncertain times.

 

View latest insights

Employee RoseAnn Munoz

New York
1177 Avenue of the Americas
New York, NY 10036

PHONE NUMBER: 212-259-3800
TOLL-FREE: 800-773-3469
FAX NUMBER: 212-259-3888

RoseAnn Munoz

Senior Associate

RoseAnn Munoz is a senior client service associate for CIBC Private Wealth in New York office with more than 25 years of experience. In this role, she works closely with senior relationship managers to provide comprehensive client service and account administration for high net worth individuals and families. 

Prior to joining the firm, RoseAnn worked as a client onboarding specialist for Cantor Fitzgerald. Before that, she worked as a project manager for Goldman Sachs Asset Management, an onboarding manager for Citibank N.A., and a client service project manager for State Street Bank. RoseAnn earned her Bachelor of Arts in art from Queens College. 

Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.


Latest financial insights & resources

CIBC Private Wealth experts provide ongoing analysis and insights on what investors should consider
for their portfolios and wealth plans during these uncertain times.

 

View latest insights

Employee RoseAnn Munoz

New York
1177 Avenue of the Americas
New York, NY 10036

PHONE NUMBER: 212-259-3800
TOLL-FREE: 800-773-3469
FAX NUMBER: 212-259-3888

RoseAnn Munoz

Senior Associate

RoseAnn Munoz is a senior client service associate for CIBC Private Wealth in New York office with more than 25 years of experience. In this role, she works closely with senior relationship managers to provide comprehensive client service and account administration for high net worth individuals and families. 

Prior to joining the firm, RoseAnn worked as a client onboarding specialist for Cantor Fitzgerald. Before that, she worked as a project manager for Goldman Sachs Asset Management, an onboarding manager for Citibank N.A., and a client service project manager for State Street Bank. RoseAnn earned her Bachelor of Arts in art from Queens College. 

Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.


Latest financial insights & resources

CIBC Private Wealth experts provide ongoing analysis and insights on what investors should consider
for their portfolios and wealth plans during these uncertain times.

 

View latest insights

Employee RoseAnn Munoz

New York
1177 Avenue of the Americas
New York, NY 10036

PHONE NUMBER: 212-259-3800
TOLL-FREE: 800-773-3469
FAX NUMBER: 212-259-3888

RoseAnn Munoz

Senior Associate

RoseAnn Munoz is a senior client service associate for CIBC Private Wealth in New York office with more than 25 years of experience. In this role, she works closely with senior relationship managers to provide comprehensive client service and account administration for high net worth individuals and families. 

Prior to joining the firm, RoseAnn worked as a client onboarding specialist for Cantor Fitzgerald. Before that, she worked as a project manager for Goldman Sachs Asset Management, an onboarding manager for Citibank N.A., and a client service project manager for State Street Bank. RoseAnn earned her Bachelor of Arts in art from Queens College. 

Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.


Latest financial insights & resources

CIBC Private Wealth experts provide ongoing analysis and insights on what investors should consider
for their portfolios and wealth plans during these uncertain times.

 

View latest insights

Employee RoseAnn Munoz

New York
1177 Avenue of the Americas
New York, NY 10036

PHONE NUMBER: 212-259-3800
TOLL-FREE: 800-773-3469
FAX NUMBER: 212-259-3888

RoseAnn Munoz

Senior Associate

RoseAnn Munoz is a senior client service associate for CIBC Private Wealth in New York office with more than 25 years of experience. In this role, she works closely with senior relationship managers to provide comprehensive client service and account administration for high net worth individuals and families. 

Prior to joining the firm, RoseAnn worked as a client onboarding specialist for Cantor Fitzgerald. Before that, she worked as a project manager for Goldman Sachs Asset Management, an onboarding manager for Citibank N.A., and a client service project manager for State Street Bank. RoseAnn earned her Bachelor of Arts in art from Queens College. 

Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.


Latest financial insights & resources

CIBC Private Wealth experts provide ongoing analysis and insights on what investors should consider
for their portfolios and wealth plans during these uncertain times.

 

View latest insights

Employee RoseAnn Munoz

New York
1177 Avenue of the Americas
New York, NY 10036

PHONE NUMBER: 212-259-3800
TOLL-FREE: 800-773-3469
FAX NUMBER: 212-259-3888

RoseAnn Munoz

Senior Associate

RoseAnn Munoz is a senior client service associate for CIBC Private Wealth in New York office with more than 25 years of experience. In this role, she works closely with senior relationship managers to provide comprehensive client service and account administration for high net worth individuals and families. 

Prior to joining the firm, RoseAnn worked as a client onboarding specialist for Cantor Fitzgerald. Before that, she worked as a project manager for Goldman Sachs Asset Management, an onboarding manager for Citibank N.A., and a client service project manager for State Street Bank. RoseAnn earned her Bachelor of Arts in art from Queens College. 

Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.


Latest financial insights & resources

CIBC Private Wealth experts provide ongoing analysis and insights on what investors should consider
for their portfolios and wealth plans during these uncertain times.

 

View latest insights

Employee RoseAnn Munoz

New York
1177 Avenue of the Americas
New York, NY 10036

PHONE NUMBER: 212-259-3800
TOLL-FREE: 800-773-3469
FAX NUMBER: 212-259-3888

RoseAnn Munoz

Senior Associate

RoseAnn Munoz is a senior client service associate for CIBC Private Wealth in New York office with more than 25 years of experience. In this role, she works closely with senior relationship managers to provide comprehensive client service and account administration for high net worth individuals and families. 

Prior to joining the firm, RoseAnn worked as a client onboarding specialist for Cantor Fitzgerald. Before that, she worked as a project manager for Goldman Sachs Asset Management, an onboarding manager for Citibank N.A., and a client service project manager for State Street Bank. RoseAnn earned her Bachelor of Arts in art from Queens College. 

Representing CIBC National Trust Company and CIBC Private Wealth Advisors, Inc.


Latest financial insights & resources

CIBC Private Wealth experts provide ongoing analysis and insights on what investors should consider
for their portfolios and wealth plans during these uncertain times.

 

View latest insights

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