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Frank Sudal, Mba, Cfp®, Cfa is listed as Trust Investment Officer at Civista Bank, a company with 298 employees, based in Dublin, Ohio, United States. AeroLeads shows a work email signal at msn.com, phone signal with area code 800, and a matched LinkedIn profile for Frank Sudal, Mba, Cfp®, Cfa.
Frank Sudal, Mba, Cfp®, Cfa previously worked as Trust Investment Officer at Fcbank and Senior Portfolio Manager at Us Bank. Frank Sudal, Mba, Cfp®, Cfa holds Mba, New Ventures & Entrepreneurial Studies from Penn State University.
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AeroLeads found 1 current-domain work email signal for Frank Sudal, Mba, Cfp®, Cfa. Compare company email patterns before reaching out.
Highly driven and performance focused professional with over 25 years of experience in the financial services industry. Expert ability to construct, monitor and rebalance investment portfolios based on client needs, objectives and risk tolerance. Honorably discharged and awarded the Good Conduct Medal from the United States Marine Corps. Known for honesty, integrity and a genuine passion for achieving goals.
Listed skills include Portfolio Management, Investments, Financial Services, Asset Management, and 17 others.
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A career timeline built from the work history available for this profile.
Dublin, Ohio
Manage discretionary investment portfolios totaling $750 million for high net worth individual, trust, endowment, and foundation accounts to maximize investment return commensurate with an acceptable level of risk. Develop, implement and monitor the Trust Department's investment policies and procedures. Maintain, review and refine asset allocation models..
Dublin, Ohio
Oversee the investment management process with an emphasis on asset allocation and investment selection. Develop and deliver personalized investment solutions to help clients work toward their long-term financial goals. Provide comprehensive financial planning to include: retirement, estate, investments, and risk management. Responsible for managing.
Columbus, Ohio
Manage discretionary investment portfolios totaling $258 million for high net worth individual, trust, endowment, and foundation accounts to maximize investment return commensurate with an acceptable level of risk. Develop and implement investment policies and strategies based on management investment philosophy and client investment objectives. Support.
King Of Prussia, Pennsylvania
Responsible for managing a team of Investment Consultants to both grow and service a $2.8 billion client base. Producing manager responsible for providing comprehensive guidance to clients with larger more complex portfolios. Developed customized financial strategies, provided personalized portfolio construction and reviewed portfolio performance against.
Pittsburgh, Pennsylvania
Responsible for managing one of the company's flagship Investment Centers to both grow and service a $3 billion client base. Ongoing responsibilities include client presentations with sales team, working with high net worth and top revenue clients, performance management of staff, sales coaching and sales process management, analysis of performance data.
Centerville, Ohio
Responsible for managing and building a relationship practice made up of both current and new clients. Accountable for client retention, asset growth, and providing client focused solutions. Typical daily activities included implementing a variety of new business/client acquisition activities, reviewing prospect/client portfolios relative to their stated.
Kaneohe Marine Corps Air Station, Oahu, Hawaii
MOS 5954 Air Traffic Control Communications Technician: survey, site, install and repair air traffic control communications systems.
Other employees you can reach at civistabank.com. View company contacts for 298 employees →
Colleen Heyman
Colleague at Civista BankBellevue, Ohio, United States, United States
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Mackenzie Meyer
Colleague at Civista BankWest Harrison, Indiana, United States, United States
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Barbara Wilcox
Colleague at Civista BankShelby, Ohio, United States, United States
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Suzon Kreinbrink
Colleague at Civista BankShelby, Ohio, United States, United States
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Brian Bailey
Colleague at Civista BankCincinnati, Ohio, United States, United States
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David Bell
Colleague at Civista BankCleveland, Ohio, United States, United States
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Andrew Jupina
Colleague at Civista BankAshland, Ohio, United States, United States
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Michelle Monastra
Colleague at Civista BankLewis Center, Ohio, United States, United States
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Kc Ernst
Colleague at Civista BankUnited States, United States
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Karla Ramos
Colleague at Civista BankSandusky, Ohio, United States, United States
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Quick answers generated from the profile data available on this page.
Frank Sudal, Mba, Cfp®, Cfa works for Civista Bank.
Frank Sudal, Mba, Cfp®, Cfa is listed as Trust Investment Officer at Civista Bank.
AeroLeads has found 1 work email signal at @msn.com for Frank Sudal, Mba, Cfp®, Cfa at Civista Bank.
AeroLeads has found 1 phone signal(s) with area code 800 for Frank Sudal, Mba, Cfp®, Cfa at Civista Bank.
Frank Sudal, Mba, Cfp®, Cfa is based in Dublin, Ohio, United States while working with Civista Bank.
Frank Sudal, Mba, Cfp®, Cfa has worked for Civista Bank, Fcbank, Us Bank, Td Ameritrade, and Charles Schwab.
Frank Sudal, Mba, Cfp®, Cfa's colleagues at Civista Bank include Colleen Heyman, Mackenzie Meyer, Barbara Wilcox, Suzon Kreinbrink, and Brian Bailey.
You can use AeroLeads to view verified contact signals for Frank Sudal, Mba, Cfp®, Cfa at Civista Bank, including work email, phone, and LinkedIn data when available.
Frank Sudal, Mba, Cfp®, Cfa holds Mba, New Ventures & Entrepreneurial Studies from Penn State University.
Frank Sudal, Mba, Cfp®, Cfa is listed with skills including Portfolio Management, Investments, Financial Services, Asset Management, Wealth Management, Strategic Financial Planning, Management, and Finance.
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