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Michael E. Rich Email & Phone Number

Director, Investment Services - Defined Contribution at Strategic Retirement Partners
Location: United States, United States, United States 4 work roles 2 schools
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Role
Director, Investment Services - Defined Contribution
Location
United States, United States, United States
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Who is Michael E. Rich? Overview

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Quick answer

Michael E. Rich is listed as Director, Investment Services - Defined Contribution at Strategic Retirement Partners, a company with 77 employees, based in United States, United States, United States. AeroLeads shows a matched LinkedIn profile for Michael E. Rich.

Michael E. Rich previously worked as Senior Investment Analyst at White Oak Advisors and Senior Investment Analyst at Nfp Retirement. Michael E. Rich holds Master Of Business Administration (Mba), Finance, Gpa: 3.97 from Xavier University - Williams College Of Business.

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Strategic Retirement Partners

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Profile bio

About Michael E. Rich

• 15+ years of investment experience within the plan consulting industry• MBA, Xavier University - Williams College of Business (Member, Beta Gamma Sigma)• Work and partner with a nationwide network of expert advisors and consultants across both retirement plans and individual wealth • Lead SRP’s investment due diligence efforts for defined contribution business• Investment manager and product research• Management of 3(38) fiduciary services and products • Member of Asset Allocation, Defined Benefit, and Wealth committees• Pastoral Council member, Risen Savior Catholic Community• Risen Savior - St. Vincent de Paul Society & Knights of Columbus• Chairman of New Mexico Roten - Official FC Bayern Fan Club

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Michael E. Rich's current company

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Strategic Retirement Partners
Strategic Retirement Partners
Director, Investment Services - Defined Contribution
united states
Website
Employees
77
AeroLeads page
4 roles

Michael E. Rich work experience

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Director, Investment Services - Defined Contribution

Current
  • Work and partner with a nationwide network of expert advisors and consultants across both retirement plans and individual wealth
  • Lead Investment Due Diligence Efforts for Defined Contribution Business
  • Investment Manager and Product Research
  • Management of 3(38) Fiduciary Services and Products
  • Member of Asset Allocation, Defined Benefit, and Wealth Committees
Dec 2018 - Present

Senior Investment Analyst

White Oak Advisors

Indianapolis, Indiana Area

White Oak joined Strategic Retirement Partners in December 2018, which established SRP’s Indianapolis, IN & Columbus, OH offices.

Oct 2014 - Dec 2018

Senior Investment Analyst

Orange County, California Area

Jan 2009 - Sep 2014
Team & coworkers

Colleagues at Strategic Retirement Partners

Other employees you can reach at srpretire.com. View company contacts for 77 employees →

2 education records

Michael E. Rich education

FAQ

Frequently asked questions about Michael E. Rich

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What company does Michael E. Rich work for?

Michael E. Rich works for Strategic Retirement Partners.

What is Michael E. Rich's role at Strategic Retirement Partners?

Michael E. Rich is listed as Director, Investment Services - Defined Contribution at Strategic Retirement Partners.

Where is Michael E. Rich based?

Michael E. Rich is based in United States, United States, United States while working with Strategic Retirement Partners.

What companies has Michael E. Rich worked for?

Michael E. Rich has worked for Strategic Retirement Partners, White Oak Advisors, Nfp Retirement, and Retirement Plan Advisory Group.

Who are Michael E. Rich's colleagues at Strategic Retirement Partners?

Michael E. Rich's colleagues at Strategic Retirement Partners include Veronica Valdez, Christina Gelardi, Cpfa™, Clay Downey, Cpfa, Elizabeth Cullen, and Jennifer Mccoy Dumas, Cpfa™.

How can I contact Michael E. Rich?

You can use AeroLeads to view verified contact signals for Michael E. Rich at Strategic Retirement Partners, including work email, phone, and LinkedIn data when available.

What schools did Michael E. Rich attend?

Michael E. Rich holds Master Of Business Administration (Mba), Finance, Gpa: 3.97 from Xavier University - Williams College Of Business.

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