Suzanne van Staveren
Chief Financial Officer, IMA Financial
Ms. van Staveren has more than 20 years of leadership experience and a track record of growing and building organizations, both organically and inorganically, within the financial services industry. She has worked extensively within the wealth planning and workplace sectors and is a proven leader who prioritizes growing and developing talent as part of organizational growth strategies.
She currently is the chief financial officer at IMA Financial group where she is directing their financial strategy and employee experience for a diverse and passionate team of professionals who represent their competitive advantage in the industry and the heart of the company. She works with internal and external stakeholders to help achieve IMA’s business goals and financial objectives and to champion IMA’s vision of Protecting Assets. Making a Difference.
Before joining IMA Financial Group Ms. Van Staveren was the Chief Financial Officer and Chief Operating Officer of Edelman Financial Engines, where she lead a team of cross-disciplinary professionals across accounting, finance, human resources, legal, risk compliance, data & analytics, and corporate strategy functions.
Prior to joining Edelman Financial Engines, Ms. van Staveren spent 12 years at Goldman Sachs where she filled several key leadership positions including chief financial officer of the Personal Financial Management Group, chief operating officer of the Americas institutional business within Goldman Sachs Asset Management and leading Ayco’s Sales Strategy and Execution and Corporate Benefits Specialists teams.
Previously, Ms. van Staveren worked at Fidelity Investments and AXA in a variety of functions, including developing and executing strategic plans, implementing new financial tools and processes, optimizing sales channels, improving product roadmaps, and working with clients.
Ms. van Staveren earned a Bachelor of Science from Johnson & Wales University and a Master of Business Administration from Northeastern University.
