Michael Stuebe
Partner, COO Defined Contribution Plans at Trinity Pension Consultants
- Role
- Partner, Chief Operating Officer - Defined Contribution Plans at Trinity Pension Consultants
- Location
- Powell, OH, US
- LinkedIn followers
- 500 followers
OperationsView LinkedIn profile
Experience
Partner, Chief Operating Officer - Defined Contribution Plans
Jan 2025 — Present
Education
The Johns Hopkins University - Carey Business School
Master of Business Administration (M.B.A.)
2002 — 2004
Concordia University-River Forest
Bachelor of Arts (BA)
1994 — 1997
Skills
- Series 63
- Mutual Funds
- Series 7
- Strategic Financial Planning
- Department of Labor Audit Assistance
- Retirement Planning
- Plan Design
- Erisa
- Employee Education
- 401k
- Wealth Management
- Process Improvement
- Erisa Compliance
- Valuation
- Investment Analysis
- Fiduciary Assistance
- Business Planning
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