Financial Planning Assistant
Current
Sep 2024 - Present
AeroLeads people directory · profile
Michael Feltz Email & Phone Number
Financial Planning Assistant
at
Oaktree Financial Advisors, Inc.
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Planning Assistant
Location
Carmel, Indiana, United States
Company size
Who is Michael Feltz? Overview
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Quick answer
Michael Feltz is listed as Financial Planning Assistant at Oaktree Financial Advisors, Inc., a with 2 employees, based in Carmel, Indiana, United States. AeroLeads shows a matched LinkedIn profile for Michael Feltz.
Michael Feltz previously worked as Financial Representative at Northwestern Mutual and Fincancial Advising Intern at Northwestern Mutual. Michael Feltz holds Bachelor Of Business Administration - Bba, Finance, Insurance And Risk Management, 3.6/4.0 - Dean'S List Recipient from University Of Cincinnati Carl H. Lindner College Of Business.
Company email context
Email format at Oaktree Financial Advisors, Inc.
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Oaktree Financial Advisors, Inc.
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Profile bio
About Michael Feltz
Oaktree Financial Advisors, Inc.12900 N. Meridian Street, Suite 130Carmel, IN 46032(317) 818-1631Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.
Current workplace
Michael Feltz's current company
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Oaktree Financial Advisors, Inc.
5 roles
Michael Feltz work experience
A career timeline built from the work history available for this profile.
Financial Representative
Jun 2024 - Aug 2024
Fincancial Advising Intern
May 2023 - Jun 2024
Accounting Intern
In this summer role, I helped manage receivables in arrears for over 40 customer accounts. I also created invoices for one of Spot's largest customers. I frequently reconciled shipper documentation errors to ensure timely payment for services. I cleared approximately $200,000 with one of Spot's high profile customer accounts, all while becoming familiar with their proprietary business system, Red Technologies.
May 2022 - Jul 2022
Material Handler
Jun 2021 - Aug 2021
1 education record
Michael Feltz education
FAQ
Frequently asked questions about Michael Feltz
Quick answers generated from the profile data available on this page.
What company does Michael Feltz work for?
Michael Feltz works for Oaktree Financial Advisors, Inc..
What is Michael Feltz's role at Oaktree Financial Advisors, Inc.?
Michael Feltz is listed as Financial Planning Assistant at Oaktree Financial Advisors, Inc..
Where is Michael Feltz based?
Michael Feltz is based in Carmel, Indiana, United States while working with Oaktree Financial Advisors, Inc..
What companies has Michael Feltz worked for?
Michael Feltz has worked for Oaktree Financial Advisors, Inc., Northwestern Mutual, Spot Freight, and Fedex.
Who are Michael Feltz's colleagues at Oaktree Financial Advisors, Inc.?
Michael Feltz's colleagues at Oaktree Financial Advisors, Inc. include Bobby Winston and Heidi Dunkin.
How can I contact Michael Feltz?
You can use AeroLeads to view verified contact signals for Michael Feltz at Oaktree Financial Advisors, Inc., including work email, phone, and LinkedIn data when available.
What schools did Michael Feltz attend?
Michael Feltz holds Bachelor Of Business Administration - Bba, Finance, Insurance And Risk Management, 3.6/4.0 - Dean'S List Recipient from University Of Cincinnati Carl H. Lindner College Of Business.
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