Phil Susi's Location
Columbus, Ohio, United States
Phil Susi's Work
- Partner and Senior Director-Investments @ Trendency Capital Partners
- Senior Director-Investments @ Oppenheimer & Co. Inc.
- Financial Advisor @ opoc.us/invest Financial
Phil Susi's Education
- Otterbein University
Bachelor of Arts (B.A.)
2000 - 2005
Phil Susi's Skills
- Wealth Management
- Mutual Funds
- Portfolio Management
- Asset Allocation
- Investments
- Strategic Financial Planning
- Investment Advisory
- Equities
- Series 63
- Wealth Management Services
Phil Susi's Summary
Phil Susi, based in Columbus, Ohio, United States, is currently a Partner and Senior Director-Investments at Trendency Capital Partners, bringing experience from previous roles at Oppenheimer & Co. Inc. and opoc.us/invest Financial. Phil Susi holds a 2000 - 2005 Bachelor of Arts (B.A.) @ Otterbein University. With a robust skill set that includes Wealth Management, Mutual Funds, Portfolio Management, Asset Allocation, Investments and more, Phil Susi contributes valuable insights to the industry. Phil Susi has 1 email on RocketReach.
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