Susan P. Gulshan
Vice President, Personal Investment Advisory
Merrill Lynch
Susan joined Merrill Lynch in April 2004 as part of the Investor Strategies Group. Susan comes to Merrill Lynch from Morgan Stanley where she spent the last 8 years in various positions ranging from Equity Marketing, Fixed Income Trading and CEF and ETF Marketing. She most recently served as the ETF Product Manager, overseeing all CEF and ETF secondary marketing to the retail sales force.
She also spent time as a Closed-End Fund Analyst at Prudential Securities, covering nearly 80 Closed-End Bond Funds. Susan began her career at Dean Witter in 1993 in the Newport Beach office as a registered sales assistant working with three Financial Advisors covering primarily fixed income securities.
Susan holds a BA in Finance from California State Fullerton and is also a Chartered Mutual Fund Counselor (CMFC) and is a CFA Level II candidate.
