Michael Sturm Email & Phone Number
Managing Director, Head of Personal Retirement Solutions @ Bank of America
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Michael Sturm Location
- Jacksonville, FL, US
Michael Sturm Work
- 2025 -now Managing Director, Head of Personal Retirement Solutions @
- 2019 -2025 Managing Director, Retirement Product Executive @
- 2016 -2019 Director, Retirement Desk Manager @
- 2013 -2016 Vice President, External Retirement Specialist @
- 2012 -2013 Assistant Vice President, Internal Retirement Specialist @
- 2009 -2012 Retirement Education Specialist @
- 2007 -2009 Retirement Customer Service Representative @
Michael Sturm Education
- University of North Florida
Master of Business Administration - MBA (Business Administration and Management, General)
2017-2018 - University of Central Florida
Bachelor of Science (BS) (Psychology)
2001-2005
Michael Sturm Skills
- Series 7
- Wealth Management
- Retirement Planning
- Financial Analysis
- CRPC
- Income Protection
- Estate Planning
- IRAs
- Roth IRA
- 401k Rollovers
- Defined Benefit
- Annuity Sales
- Variable Annuities
- Fixed Annuities
- Indexed Annuities
- 529 Plans
- Social Security
- Medicare
- Health Savings Accounts
- Tax-advantaged Investment Strategies
- Retirement
- 401k
- Financial Services
- Financial Advisory
- Series 63
- Tax Advantaged Investment Strategies
- Team Building
- Sales Manager
- Microsoft Excel
- Strategic Planning
- Training
- Teaching
- Sales
- Public Speaking
- PowerPoint
- Customer Service
Michael Sturm Summary
- Michael Sturm, based in Jacksonville, FL, US, is currently a Managing Director, Head of Personal Retirement Solutions at Bank of America. Michael Sturm brings experience from previous roles at Bank of America. Michael Sturm holds a 2017 - 2018 Master of Business Administration - MBA in Business Administration and Management, General @ University of North Florida. With a robust skill set that includes Series 7, Wealth Management, Retirement Planning, Financial Analysis, CRPC and more. Michael Sturm has 3 emails and 5 mobile phone numbers on RocketReach.
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