Senior Retirement Plan Consultant @ (November 2015 - February 2023)
Senior Vice President - Investments at The Rinehart Sussli Retirement Group of Wells Fargo Advisors @ (January 2007 - November 2015)
Financial Advisor @ (January 2000 - January 2007)
Assistant Men's Basketball Coach @ (January 1984 - January 1989)
Michael Sussli Education
Xavier University
Master of Science (M.S.)
1984-1985
Xavier University
Bachelor of Science (B.S.)
1976-1979
Moeller High School 1971-1975
Michael Sussli Skills
Asset Allocation
Coaching
Customer Service
Finance
Financial Advisory
Financial Analysis
Investments
Management
Microsoft Excel
Process Improvement
Retirement
Retirement Plan Consulting
Risk Management
Sales
Securities
Succession Planning
Team Building
Banking
Business Development
Microsoft Office
Project Management
Executive Pay
Pensions
Insurance
Retirement Planning
401k
Wealth Management
Life Insurance
Mutual Funds
Qualified Retirement Plans
Nonprofits
Deferred Compensation
Defined Benefit
Onboarding
Disability Insurance
College Recruiting
Recruiting
Employee Benefits
Michael Sussli Summary
Michael Sussli, based in Cincinnati, OH, US, is currently a Assistant Men's Basketball Coach at Archbishop Moeller High School. Michael Sussli brings experience from previous roles at UBS Wealth Management, Wells Fargo Advisors, LLC., UBS and Xavier University. Michael Sussli holds a 1984 - 1985 Master of Science (M.S.) @ Xavier University. With a robust skill set that includes Asset Allocation, Coaching, Customer Service, Finance, Financial Advisory and more. Michael Sussli has 2 emails and 3 mobile phone numbers on RocketReach.
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