Michael Sussman is Vice President and Director of Strategic Accounts with OppenheimerFunds' Registered Investment Advisor (RIA) channel. He joined the firm in 1997, serves as director of custodial platform relationships, and is charged with expanding the firm's presence among home offices of the major custodial platforms that RIAs use.
His efforts include the launch and management of the Personal Investing Platform business, through which individuals can purchase OppenheimerFund’s mutual funds. Michael has more than 20 years of industry experience, and throughout his tenure at the firm, he has been involved in all aspects of distribution including management, wholesaling, marketing and key-account management. He has an M.B.A. in finance from Adelphi University and a B.S. in business administration from the State University of New York at Oswego. Michael is a Certified Financial Planner (CFP) and holds Series 3, 7, 24 and 63 licenses.
- M.B.A. Adelphi University
- B.S. State University of New York at Oswego