Michael Stuebe Email & Phone Number
Chief Operating Officer - Defined Contribution Plans @ Trinity Pension Consultants
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Michael Stuebe Location
- Powell, OH, US
Michael Stuebe Work
- Chief Operating Officer - Defined Contribution Plans @ (January 2021 - Present)
- Partner, Chief Operating Officer - Defined Contribution Plans @ (January 2025 - January 2026)
- Partner, CCO @ (January 2020 - January 2026)
- Vice President, Relationship Management @ (July 2017 - March 2022)
- Retirement Plan Consultant and Relationship Manager @ (September 2012 - March 2022)
- Retirement Plan Consultant @ (May 2005 - August 2012)
- Retirement Consultant @ (December 2002 - December 2004)
- Project Manager @ (August 1999 - November 2002)
Michael Stuebe Education
- The Johns Hopkins University - Carey Business School
Master of Business Administration (M.B.A.) (Finance)
2002-2004 - Concordia University Chicago
Bachelor of Arts (BA) (Education)
1994-1997
Michael Stuebe Skills
- 401k
- Business Planning
- Department of Labor Audit Assistance
- ERISA
- ERISA Compliance
- Employee Education
- Fiduciary Assistance
- Investment Analysis
- Mutual Funds
- Plan Design
- Process Improvement
- Retirement Planning
- Series 63
- Series 7
- Strategic Financial Planning
- Valuation
- Wealth Management
- Strategic Planning
- Customer Service
- Banking
- Microsoft Office
- Department of Labor
- Strategic Financial
Michael Stuebe Summary
- Michael Stuebe, based in Powell, OH, US, is currently a Chief Operating Officer - Defined Contribution Plans at Trinity Pension Consultants. Michael Stuebe brings experience from previous roles at Trinity Pension Consultants. Michael Stuebe holds a 2002 - 2004 Master of Business Administration (M.B.A.) in Finance @ The Johns Hopkins University - Carey Business School. With a robust skill set that includes 401k, Business Planning, Department of Labor Audit Assistance, ERISA, ERISA Compliance and more. Michael Stuebe has 2 emails and 1 mobile phone numbers on RocketReach.
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