Ron Surz Email & Phone Number
Author of Fixing Target Date Funds @ Target Date Solutions
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Ron Surz Location
- San Clemente, CA, US
Ron Surz Work
- 2025 -now Author of Fixing Target Date Funds @
- 2009 -now President @
- 2023 -now Developer @ Soteria Personalized Target Date Accounts
- 2020 -now Co-Host @ Baby Boomer Investing Show
- 2017 -now Educator @ Age Sage Education
- 1992 -now President and CEO @
- 2022 -2025 Course Instructor @
- 2012 -2013 Senior Vice President, Product Strategy @
- 1997 -2006 Board Member @ IMCA®
- 1995 -2000 Managing Director @
- 1992 -1996 VP @ Glenwood
- 1986 -1992 Principal @ Becker Burke
- 1983 -1986 SVP @ SEI
- 1974 -1983 SVP, Investment Policy Consulting @ AG Becker & Co
- 1972 -1974 VP, Systems Development @ A G Becker
Ron Surz Education
- University of Chicago
MBA (Finance)
1971-1974 - University of Illinois at Chicago
MS (Applied Mathematics)
1963-1969
Ron Surz Skills
- Pensions
- 401k
- Funding
- Trading
- Investment Management
- Due Diligence
- Asset Management
- Hedge Funds
- Strategic Visionary
- Fixed Income
- Risk Management
- Asset Allocation
- Core
- Equities
- Defined Benefit
- Especially Core
- Series 7
- Retirement
- Wealth Management
- Investment Advisory
- Target Date Funds
- Strategic Financial Planning
- Financial Markets
- Securities
- Asset Managment
- Capital Markets
- Series 63
- Investments
- Equity Research
- ETFs
- Mutual Funds
- Mergers and Acquisitions
- Separately Managed Accounts
- Wealth Management Services
- Portfolio Management
- Mergers
- Retirement Planning
- Financial Advisory
- Investment Strategies
- Business Development
- Leadership
- Institutional Investments
- Relationship Management
- Financial Technology
- Financial Services
- High Net Worth Individuals
- Financial Risk
- Investment Manager Due Diligence
- Performance Attribution
- Bonds
- Alternative Investments
- Style Indexes
- Fashion
- Recruiting
- Finance
Ron Surz Summary
- Ron Surz, based in San Clemente, CA, US, is currently a Author of Fixing Target Date Funds at Target Date Solutions. Ron Surz brings experience from previous roles at Target Date Solutions, Soteria Personalized Target Date Accounts, Baby Boomer Investing Show and Age Sage Education. Ron Surz holds a 1971 - 1974 MBA in Finance @ University of Chicago. With a robust skill set that includes Pensions, 401k, Funding, Trading, Investment Management and more. Ron Surz has 4 emails on RocketReach.
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Ron Surz
Author of Fixing Target Date Funds
San Clemente, CA, US
Top Target Date Solutions Employees
Ron Surz
Author of Fixing Target Date Funds
San Clemente, CA, US
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