Michael Welz Email & Phone Number
President @ USI Consulting Group
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Michael Welz Location
- Glastonbury, CT, US
Michael Welz Work
- President @ (January 2026 - Present)
- President and CIO @ USI Advisors (June 2014 - Present)
- Chief Investment Officer and Vice President @ (January 2013 - May 2014)
- Senior Investment Strategist and Vice President @ (February 2010 - December 2012)
- FSA @ (October 2005 - February 2010)
- Financial Consultant @ (October 2000 - October 2005)
- Marketing Associate @ Results Organization (June 1999 - October 2000)
- Assistant Manager @ (June 1996 - May 1999)
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 2 emails and 2 mobile phone numbers on RocketReach.
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Top USI Consulting Group Employees
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Omaha, NE, US
Melinda Robidoux
Chief Compliance Officer
Hartford, CT, US
Ryan Boutwell
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Saint Paul, MN, US
Betsy Hammond
Chief Operating Officer
Nashville, TN, US
Michael Welz
President
Glastonbury, CT, US
Bruce Aif
Partner | Senior Vice President
Charlotte, NC, US
Patrick Edwards
Vice President - Retirement Services
Cincinnati, OH, US
Richard Sych
Partner, Senior Vice President, Retirement Services
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Dave Kappus
Chief Financial Officer - USI Consulting Group
Kimberly, WI, US
Bob Cross
President, Central and Southern Regions
Farragut, TN, US
Chris Rowlins
President
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Daniel Casella
Vice President, Retirement Plan Services
Glastonbury, CT, US
Vince Pigati
Vice President, Retirement Plan Services
Chicago, IL, US
Trey Wallace
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Texas, United States
Paul Denu
New York Regional President
New York, NY, US
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