Susan Madigan
Chief Customer Officer, WealthStream
Susan Madigan is listed as Chief Customer Officer, WealthStream. Susan spoke at Protectors Vegas 2026 in November 2026 (speaker, “AI-Advisor Workflows”). Speaks mainly on Track 2.
Compiled from published conference agendas; not yet confirmed by Susan. Is this you? Claim this profile.
- Topics: Track 2
About
Susan Madigan, CFA, is Chief Customer Officer of WealthStream. She is a customer and go-to-market leader who pairs deep client relationships with strong technical and analytical depth across investment and wealth management platforms. Previously, Susan was Global Head of Solutions Engineering at Charles River Development, where she led the global solutions engineering organization and owned technical pre-sales and solution architecture for the firm’s most demanding enterprise deals. Prior to Charles River, she was a Portfolio and Risk Specialist at Bloomberg LP, an analyst in Standard & Poor’s Investment Advisory Services Group, and a Registered Financial Associate at A.G. Edwards, where she began her career in the financial advisor space.
Sessions at 1 conference
Protectors Vegas 2026 9 November 2026 – 11 November 2026
- AI-Advisor Workflows Speaker · 11 November 2026
Spoke alongside
People who have shared a session with Susan at events on B2DB.
- Amanda Yoho Chief Executive Officer · Proformex 1 shared session
- Ashley Longabaugh Director | Head of Wealth Management · Celent 1 shared session
- Ben Fujihara Business Development Director · Integrity Wealth 1 shared session
- Dan Jennings Investment Finance Analyst · Church Commissioners for England 1 shared session