Suzi Francis
Compliance Coordinator & Client Relationship Manager
Suzi Francis is the Compliance Coordinator for PRI, in addition to serving clients as a Relationship Manager. Suzi is responsible for ensuring PRI adheres to the SEC Rules and Regulations and that our company operates smoothly on all fronts.
She has been a part of the team since 2015 and came from the Credit Union sector after ten years as a Branch Manager. While working for a large Credit Union in the Philadelphia area and surrounding counties, she was awarded the “Bright Idea Award” for implementing a new and secure way for members to share their account number or social security number with Credit Union staff.
Suzi enjoys writing, yoga, and spending time with her husband and two sons.
