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Michael Shields

Michael Shields

President & CEO

location of Michael ShieldsLouisville, Kentucky, United States

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  • Timeline

  • About me

    Independent Trustee Services for Qualified Benefit Plans

  • Education

    • The Wharton School

      1992 - 1994
      Master of Business Administration (M.B.A.) Finance and Strategic Management

    • Bellarmine University

      1980 - 1983
      Bachelor’s Degree Accounting and Computer Science (dual, concurrent)

  • Experience

    • Mobus Financial Group

      Jan 2007 - now
      President & CEO

      Mobus Financial Group specializes in helping advanced stage start-up or small- to mid-size companies (up to $100 million in annual revenues) profitably grow and manage their businesses by providing executive management services and independent trustee/fiduciary services on a one-time, as-needed, or recurring basis.

    • The Underwriters Group

      Nov 2010 - May 2016
      VP of Captive Operations

    • 25 Again by Body Shapes Medical

      May 2016 - Dec 2018
      President

    • Brian Tooley Racing

      Mar 2020 - Apr 2021
      Chief Financial Officer

    • Apex Pension Strategies, Inc.

      Mar 2023 - now
      Trustee Support

  • Licenses & Certifications

    • Certified Public Accountant

      KY