Susan Sharma
Client Service Administrator
Susan Sharma joined CFS Investment Advisory Services in January 2019. She earned her Bachelor of Commerce in Accounting from McGill University in 1991 and received her Certified General Accountant (CGA) designation in Quebec in 1998.
Susan began her career in Montreal, Canada, as an independent accountant before joining the tax group at PricewaterhouseCoopers LLP in Montreal. In 1999, she relocated to New York, where she worked at KPMG, specializing in the preparation of income tax returns for U.S. expatriates and foreign nationals. In 2003, Susan joined JPMorgan Chase’s Tax Mobility Group, where she assisted employees with tax matters related to international relocations to and from the United States.
Susan is married and has three children. She lived in Singapore from 2013 to 2015 and has traveled extensively throughout the Asia-Pacific region. Outside of work, she enjoys gardening and jewelry making.