Suzie Steger is a Senior Project Specialist at Raymond James, where she has worked for over 22 years. Suzie has held operational and project positions all within the Account Transfers department. She is currently the co-chair of the SIFMA Non-ACATs Working Group. Suzie is involved in a variety of industry sub-committees, including Mutual Funds 529 ACATS, Bulk Account Transfers, DTCC Document Transfer, Mutual Fund Liquidation & Transfers, and Mutual Funds. Suzie has received the Franklin Covey “The 7 Habits of Highly Effective People” certification, as well as awards for customer service and involvement with the American Cancer Society’s Relay for Life. Suzie received an Associates of Arts degree from St. Petersburg College.