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
- 2021 -now Chief Operating Officer - Defined Contribution Plans @
- 2025 -2026 Partner, Chief Operating Officer - Defined Contribution Plans @
- 2020 -2026 Partner, CCO @
- 2017 -2022 Vice President, Relationship Management @
- 2012 -2022 Retirement Plan Consultant and Relationship Manager @
- 2005 -2012 Retirement Plan Consultant @
- 2002 -2004 Retirement Consultant @
- 1999 -2002 Project Manager @
Michael Stuebe Education
- The Johns Hopkins University - Carey Business School
Master of Business Administration (M.B.A.) (Finance)
2002-2004 - Concordia University-River Forest
Bachelor of Arts (BA) (Education)
1994-1997
Michael Stuebe Skills
- Strategic Planning
- Plan Design
- Wealth Management
- Department of Labor Audit Assistance
- Customer Service
- Strategic Financial Planning
- Process Improvement
- Retirement Planning
- Series 63
- Banking
- Mutual Funds
- ERISA
- Employee Education
- Erisa Compliance
- Investment Analysis
- Microsoft Office
- Valuation
- Series 7
- Business Planning
- Department of Labor
- Fiduciary Assistance
- Strategic Financial
- 401k
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 Strategic Planning, Plan Design, Wealth Management, Department of Labor Audit Assistance, Customer Service and more. Michael Stuebe has 2 emails on RocketReach.
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