2021 -
now Licensed Insurance Agent and Financial Representative @
2007 -
2020 Agency Owner and Financial Advisor @
2003 -
2017 Director of Business Development @ Walthall, CPAs
2003 -
2010 Owner and Partner @ Enterprise Business Advisors
1977 -
2003 Controller @ Seegott Inc.
1994 -
1997 Board Member @ Enterprise Bank, Solon, OH
Robert Sustar Education
John Carroll University
B.S.B.A. (Accounting)
1972
-
1976
Richmond Heights High School 1967
-
1971
Robert Sustar Skills
Estate Planning
Cash Management
Accounting
Executive Management
Insurance
Retirement Planning
Financial Planning
Start Ups
Tax
Portfolio Management
Investments
Finance
401k
Financial Services
Wealth Management
Life Insurance
Mutual Funds
Underwriting
Strategic Financial Planning
Business Valuation
Risk Management
Asset Management
Credit
Financial Analysis
GAAP
Small Business
Financial Reporting
Due Diligence
Retirement
Mergers and Acquisitions
Loans
Series 7
Employee Benefits
Robert Sustar Summary
Robert Sustar, based in Aurora, OH, US, is currently a Licensed Insurance Agent and Financial Representative at Rumsey Sustar Insurance. Robert Sustar brings experience from previous roles at Robert Sustar Insurance Agency, Walthall, CPAs, Enterprise Business Advisors and Seegott Inc.. Robert Sustar holds a 1972 - 1976 B.S.B.A. in Accounting @ John Carroll University. With a robust skill set that includes Estate Planning, Cash Management, Accounting, Executive Management, Insurance and more. Robert Sustar has 2 emails and 3 mobile phone numbers on RocketReach.
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