Michael Welz Email & Phone Number
Senior Vice President and National Practice Leader @ McGriff, Seibels & Williams
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Michael Welz Location
- Philadelphia, PA, US
Michael Welz Work
- Senior Vice President and National Practice Leader @ (March 2023 - Present)
- Vice President @ (March 2022 - March 2023)
- Consultant @ (June 2015 - March 2022)
- Director, Investor Relations @ (July 2014 - February 2015)
- Advisor Network Relationship Manager @ (January 2014 - July 2014)
- Advisor Network Business Transition Specialist @ (March 2011 - January 2014)
- SIDCO Dealer and Investor Services Representative @ (July 2010 - March 2011)
- Regional Service Analyst @ (August 2009 - August 2010)
- Operations Analyst @ (September 2007 - August 2009)
- Assistant Strength and Conditioning Coach @ (January 2006 - May 2007)
- Intern @ (January 2004 - January 2007)
Michael Welz Education
- La Salle University 2003-2007
- Bishop Shanahan High School 1999-2003
Michael Welz Skills
- Investments
- Mutual Funds
- Asset Allocation
- Financial Planning
- New Business Development
- Strategic Financial Planning
- Project Management
- Financial Analysis
- Networking
- Financial Advisory
- Sales
- Leadership
- Finance
- Business Relationship Management
- Consultancy
- Financial Sales
- Business Analysis
- Private Equity
- Real Estate Private Equity
- Property & Casualty Insurance
- Risk Management
- Insurance
- Series 7
- Series 63
- Series 65
- Consulting
- Management
- Strategy
- Business Development
- Development
- Investors
- Property And Casualty Insurance
Michael Welz Summary
- Michael Welz, based in Philadelphia, PA, US, is currently a Senior Vice President and National Practice Leader at McGriff. Michael Welz brings experience from previous roles at McGriff, Lockton Companies, Verdis Investment Management and SEI. Michael Welz holds a 2003 - 2007 La Salle University. With a robust skill set that includes Investments, Mutual Funds, Asset Allocation, Financial Planning, New Business Development and more. Michael Welz has 1 emails and 5 mobile phone numbers on RocketReach.
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