Michael Souza Email & Phone Number

CEO | Chief Investment Officer | Financial Advisor @ Koa Wealth Management®

5 free lookup(s).

Michael Souza Location

California, United States

Michael Souza Work

2018 - now CEO | Chief Investment Officer | Financial Advisor @ Koa Wealth Management®
2008 - 2018 Senior Vice President | Senior Portfolio Management Director | Financial Advisor @ Morgan Stanley
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2002 - 2008 Vice President @ UBS Group AG

2001 - 2002 Professional Athlete @ Indianapolis Colts

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Michael Souza Education

Northwestern University
B.S. (Political Science, Business)
1997 - 2001
Punahou School
1990 - 1997

Michael Souza Skills

Portfolio Management
Strategic Planning
Financial Advisory

Retirement Planning
Business Strategy
Financial Planning
College Planning
Legacy Planning
SAN
Bentley

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Michael Souza Summary

Michael Souza, based in California, United States, is currently a CEO | Chief Investment Officer | Financial Advisor at Koa Wealth Management. Michael Souza brings experience from previous roles at Morgan Stanley, UBS and Indianapolis Colts. Michael Souza holds a 1997 - 2001 B.S. in Political Science, Business @ Northwestern University. With a robust skill set that includes Portfolio Management, Strategic Planning, Financial Advisory, Retirement Planning, Business Strategy and more. Michael Souza has 3 emails and 1 mobile phone numbers on RocketReach.

Michael Souza Emails

Found 3 emails

Michael Souza Phone Numbers

Found 6 phone numbers

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Others Named Michael Souza

Michael Souza

CEO | Chief Investment Officer | Financial Advisor at Koa Wealth Management

California, United States
3
- hotmail.com
- koawealth.com
- gmail.com
5+
- +1 847-332-XXXX
- +1 858-945-XXXX
- +1 619-235-XXXX
- +1 760-230-XXXX
- +1 760-602-XXXX
- +1 914-253-XXXX
Michael Souza

Enterprise Account Manager at CentralReach

Holmdel, NJ, US
1
- gmail.com
5+
- +1 951-488-XXXX
- +1 732-749-XXXX
- +1 732-291-XXXX
- +1 732-491-XXXX
- +1 732-471-XXXX
- +1 732-285-XXXX
Michael Souza

Director of Business Services at Township High School District 214

Park Ridge, IL, US
2
- msn.com
- d214.org
2
- +1 831-206-XXXX
- +1 773-631-XXXX
Michael Souza

President at Lakewood Glass and Screen, Inc

Bellflower, CA, US
5+
- +1 562-866-XXXX
- +1 562-424-XXXX
- +1 562-597-XXXX
- +1 310-498-XXXX
- +1 909-982-XXXX
- +1 562-254-XXXX
Michael Souza

Chief Executive Officer at LANDMARK MEDICAL CENTER

Boston, MA, US
1
- comcast.net
1
- +1 401-258-XXXX
Michael Souza

President at The Real Barbers College

Anaheim, CA, US
1
- +1 805-760-XXXX

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Top Koa Wealth Management® Employees

Michael Souza

CEO | Chief Investment Officer | Financial Advisor at Koa Wealth Management®

California, United States
3
- hotmail.com
- koawealth.com
- gmail.com
5+
- +1 847-332-XXXX
- +1 858-945-XXXX
- +1 619-235-XXXX
- +1 760-230-XXXX
- +1 760-602-XXXX
- +1 914-253-XXXX
Arley Gonzalez

Financial Advisor at Koa Wealth Management®

San Diego, CA, US
1
- koawealth.com
3
- +1 904-860-XXXX
- +1 909-438-XXXX
- +1 619-516-XXXX
Jaymye Souza

Client Service Associate and Director of Marketing at Koa Wealth Management®

Encinitas, CA, US
1
- koawealth.com
3
- +1 760-453-XXXX
- +1 760-525-XXXX
- +1 760-607-XXXX
Tonya Heath-Andrioni

Client Services Associate at Koa Wealth Management®

California, United States
4
- gmail.com
- yahoo.com
- comcast.net
- koawealth.com

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