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Geoff Suval
President & Managing Director at Xceleran
Financial expert with expertise in employee benefits and investments.
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Location
Baltimore, Maryland, United States, US
Languages
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English Native or bilingual proficiency
Skills
- Employee Benefits
- Series 7
- Investments
- Risk Management
- Strategic Planning
- Show all
Bio
Generated by
Topline AI
Geoff Suval is a seasoned financial professional with expertise in employee benefits, investments, and risk management, backed by certifications from top institutions like Cornell University and The American College.
Credentials
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Certified Health Savings Adviser (CHSA)
AccessPoint HSADec, 2017- May, 2026 -
AIF (Fiduciary Consulting)
fi360Jan, 2015- May, 2026 -
ChFC, LUTCF
The American CollegeJan, 1997- May, 2026 -
63 and 65
FINRAJan, 1996- May, 2026 -
Life, Health, Property and Casualty Insurance Licenses
State of MarylandJan, 1996- May, 2026 -
7, 24 and 53
FINRAJan, 1996- May, 2026
Experience
-
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President & Managing Director
-
Education
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1989 - 1993Cornell University
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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