Suzanne M Novelli

Current Employers

Employment History

• 09/2011 → Present
  Guardian Life Insurance Co Of America
  Buffalo, NY
• 09/2011 → Present
  Park Avenue Securities Llc
  Buffalo, NY
• 06/2024 → Present
  Guardian Life Insurance Company
  West Falls, NY
• 06/2024 → Present
  Park Avenue Securities
  West Falls, NY

Other Businesses

1). Treasurer/Board of Director, Suburban Adult Services Foundation-Report on financial condition of foundation, incl. balance sheet, income statement on a quarterly and annual basis. Provide direction to Finance Committee, which I chair. Start: 12/01/2000, Address: 960 West Maple Court Elma, NY 14059, 4 total hours per month; 4 during securities trading hours, Not investment related, No annual compensation, 2. Accounting Services for David J. Novelli, MD-I keep the income and expenses for my husband's medical practice; preparation of tax return, record keeping of expenses, payroll reports, and benefits for the purpose of tax reporting., Start: 01/01/2015, Address: 2731 Transit Road # 107 Elma, NY 14059, Hrs per month - tot/bus: 15/5, Not investment related, 3. Executor/Trustee my husband's will/trust. -Customary Executor/Trustee duties of my husband's will and trust. He is living., Start: 01/01/1980, Address: 460 Tannery Road West Falls, NY 14170, 0 hrs per month, Investment related, 4. Executor, Will of Laila D. McVay- Executor for my sister, Dr. Laila D. McVay, under her will Start: 07/01/2013, Address: 106 Kline Street Syracuse, NY 13203, 0 hrs per month, Investment related, 5) Insurance other than Guardian-Independent contractor, Nature of Business: Insurance sales, Start date: 06/04/2026, Address: 600 Delaware Ave. Buffalo NY 14202, Duties: Insurance other than Guardian 5 total hours per month; 5 during securities trading hours, Investment related,

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-28
• S63 Uniform Securities Agent State Law Examination
  1996-02-16

Other Names

• Suzanne Mcvay Novelli