Michael Kuritz, Fmva®️ Email and Phone Number
Michael Kuritz, Fmva®️ work email
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Michael Kuritz, Fmva®️ personal email
Michael Kuritz, Fmva®️ phone numbers
Michael is an innovator and process enhancer with operations and investments experience. He goes the extra mile to create stronger relationships with his team and master critical skills. Michael always finds a way to balance productivity and communication to achieve his goals. Driven by his ambition to be an industry renowned financial analyst, Michael consistently remains energized to tackle the toughest projects and most challenging jobs available to him. He is looking forward to proving his thoughtful leadership throughout his career.
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Senior Financial Business AnalystEntechBryn Athyn, Pa, Us
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Generative Ai & Large Language ModelsScale Ai Oct 2023 - Apr 2024San Francisco, California, UsPrompt Engineering & Generative AI Model DevelopmentKnowledge of Intelligent User InterfacesTrain Large Language Models on Financial Markets with DatasetsUse Critical Thinking to Solve Problems -
Portfolio Management Product Implementation LeadSei Mar 2022 - Nov 2023Oaks, Pa, UsPortfolio Manager Experience SME & business lead for SEI Wealth Platform implementation activities for Private Bank client onboardingCollaborate with regional bank CIOs on their strategy management and investment modelsSubject Matter Expert for PME Platform & support for MOXY Trading PlatformUpdate product client guides and procedures quarterly with each PME and SWP product iteration upgradeAlign client's portfolio management workflows with their business operational goals using Microsoft VisioTrain client teams on PME and provide documentation to ensure effective support from Portfolio Manager Service Team -
Regional DirectorCoventry Sep 2020 - Jan 2022Fort Washington, Pa, UsManaged a pipeline of leads with contracts exceeding $100 million in face value via Salesforce & CaseTrackerNegotiated the purchase of $6+ million in contracts directly from consumersConnected the California’s sales channel through LinkedIn’s Sales NavigatorOversaw third party authorization (TPA) process & requests for case managementAwarded PA State Insurance License & SIE from FINRA -
Regional SalesHellofresh Dec 2019 - Sep 2020Berlin, Berlin, De- Introduced hundreds of new users to our service- Developed relationships and sales channels with a focus on long-term quality- Trained in referral selling and up-selling existing clients on GreenChef subsidiary- Successfully represented the brands of HelloFresh, Green Chef, and EveryPlate- Helped establish a positive culture on our team of highly motivated and compassionate salespeople -
Financial PlannerThrive Capital Management, Llc Jan 2019 - Jul 2019Fort Washington, Pennsylvania, Us- Worked in a small team on portfolio construction (created DISP and ETF allocation models)- Supported a retirement planning operation while learning from experienced registered investment advisors and tax planners- Took team lead on our Riskalyze system for Portfolio Analysis, Risk Profiling and Risk Alignment of investment objectives- Assisted with the financial planning department's overall process- Working closely with a CFP in preparing for client presentations to reach new client objectives -
Operations AnalystTiedemann Advisors Sep 2018 - Dec 2018New York, Ny, Us- Performed pricing analyst function in Addepar- Using Salesforce supported a team of client service analysts- Took lead role maintaining the operational team's capital calls and distributions inbox- Using pivot tables and Vlookup, assisted associates working on BARS invoicing project -
Portfolio ManagerDll Jun 2018 - Aug 2018Eindhoven, Netherlands, NlThrough the use of Oracle OLM, managed the leases of crucial operating assets with Fortune 500 companies & fleet managersExtensively trained in regulatory areas like OFAC, AML, & exportation law -
Intern To Investment DirectorWells Fargo Advisors Jun 2017 - Aug 2017St. Louis, Missouri, Us- Conducted independent investment research and analyzed mutual funds from prominent asset managers (e.g. Franklin Templeton & Goldman Sachs)- Participated in weekly sales meetings- Cross referenced investment data with research engines like Morningstar, Moody's, Thomson Reuters, and Zack's Research to provide assurance to existing financial models- Delivered Morningstar reports to investment directors with forecast & backtest, to better stress-test financial models and DISPs- Published progress reports for clients striving for investment objective progress- Informed Investment Directors of necessary updates to clients goals and adjusted envision plans accordingly- Updated point of contact and client contact information in Contact Management system -
InternThe Investment Center, Inc. Mar 2016 - Apr 2016Bedminster, Nj, Us -
Assistant ManagerGolden-Glo Jun 2014 - Aug 2014- Solved logistical problems for crew managers- Expertise in quality service and attention to detail within the daily operations- Reduced ecological footprint of operations and provided competitive advantage through superior proprietary techniques- Created the 2020 company vision for management of robotics-assisted cleaning technologies
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Legal InternOxman Goodstadt Kuritz Pc Jan 2013 - Aug 2013Philadelphia, Pennsylvania, Us- Compiled case information into databases for the partners- Worked closely with experienced medical malpractice attorneys- Created a social media marketing campaign to spread awareness
Michael Kuritz, Fmva®️ Skills
Michael Kuritz, Fmva®️ Education Details
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University Of Pittsburgh School Of Computing And InformationData Science -
University Of Pittsburgh College Of Business AdministrationEconomics
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Lower Moreland High SchoolHigh School
Frequently Asked Questions about Michael Kuritz, Fmva®️
What company does Michael Kuritz, Fmva®️ work for?
Michael Kuritz, Fmva®️ works for Entech
What is Michael Kuritz, Fmva®️'s role at the current company?
Michael Kuritz, Fmva®️'s current role is Senior Financial Business Analyst.
What is Michael Kuritz, Fmva®️'s email address?
Michael Kuritz, Fmva®️'s email address is mi****@****resh.de
What is Michael Kuritz, Fmva®️'s direct phone number?
Michael Kuritz, Fmva®️'s direct phone number is +126728*****
What schools did Michael Kuritz, Fmva®️ attend?
Michael Kuritz, Fmva®️ attended University Of Pittsburgh School Of Computing And Information, University Of Pittsburgh College Of Business Administration, Lower Moreland High School.
What skills is Michael Kuritz, Fmva®️ known for?
Michael Kuritz, Fmva®️ has skills like Teamwork, Financial Analysis, Microsoft Excel, Economics, Public Speaking, Investments, Valuation, Finance, Portfolio Management, Bloomberg, Data Analysis, Equities.
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