Michael Welz Email & Phone Number
President @ USI Consulting Group
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Michael Welz Location
- Glastonbury, CT, US
Michael Welz Work
- 2026 -now President @
- 2014 -now President and CIO @ USI Advisors
- 2013 -2014 Chief Investment Officer and Vice President @
- 2010 -2012 Senior Investment Strategist and Vice President @
- 2005 -2010 FSA @
- 2000 -2005 Financial Consultant @
- 1999 -2000 Marketing Associate @ Results Organization
- 1996 -1999 Assistant Manager @
Michael Welz Education
- University of Cologne
Diplom Volkswirt (Economics)
1989-1995
Michael Welz Skills
- Mutual Funds
- Securities
- Series 7
- Portfolio Management
- Financial Services
- Capital Markets
- Financial Advisory
- Risk Management
- FINRA
- Trading
- Alternative Investments
- Investments
- Business Development
- Investment Advisory
- Asset Allocation
- Wealth Management
- Microsoft Office
- Investment Strategies
- Program Management
- Business Strategy
- Investment Management
- Strategy
- Microsoft Excel
- Team Building
- Business Analysis
- Process Improvement
- Research
- Marketing
Michael Welz Summary
- Michael Welz, based in Glastonbury, CT, US, is currently a President at USI Consulting Group. Michael Welz brings experience from previous roles at USI Advisors, USI Consulting Group and Merrill Lynch. Michael Welz holds a 1989 - 1995 Diplom Volkswirt in Economics @ University of Cologne. With a robust skill set that includes Mutual Funds, Securities, Series 7, Portfolio Management, Financial Services and more. Michael Welz has 1 emails and 2 mobile phone numbers on RocketReach.
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