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
- 2023 -now Senior Vice President and National Practice Leader @
- 2022 -2023 Vice President @
- 2015 -2022 Consultant @
- 2014 -2015 Director, Investor Relations @
- 2014 -2014 Advisor Network Relationship Manager @
- 2011 -2014 Advisor Network Business Transition Specialist @
- 2010 -2011 SIDCO Dealer and Investor Services Representative @
- 2009 -2010 Regional Service Analyst @
- 2007 -2009 Operations Analyst @
- 2006 -2007 Assistant Strength and Conditioning Coach @
- 2004 -2007 Intern @
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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