Susan Stein

Controller & HR Director

Susan joined Presidio in 2007. She is responsible for many of the firm’s operations. Her duties include overseeing all areas of finance and administration. Susan develops company policies by direction of management and ensures compliance with business regulations, tax laws, insurance requirements, and industry standards. She also oversees human resources management and liaises with insurance brokers, public accounting firms, payroll service, lenders, and 401(k) Plan financial advisors.

Prior to joining Presidio, Susan worked as the office manager for Dresdner Kleinwort Wasserstein in San Francisco.  She directed and coordinated Dresdner’s facilities management and supervised all corporate office support staff in the San Francisco office.

Susan earned her B.A. in business administration from California State University, Fresno.

When she’s not organizing the back office, Susan enjoys the outdoors, especially hiking. She lives in San Francisco with her two sons and their cat Mattie.

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The Presidio Group LLC’s Investment Banking services are offered through its subsidiary Presidio Merchant Partners LLC. Member FINRA, SIPC. Check the background of this firm on FINRA’s BrokerCheck.