Michael Storz

Michael Storz Email and Phone Number

President - Storz Fiduciary Services @ Storz Fiduciary Services
lincoln, california, united states
Michael Storz's Location
Lincoln, California, United States, United States
Michael Storz's Contact Details
About Michael Storz

Bank Manager with strong networking skills relating to business and community development as well as leadership skills in staff service and sales. Am interested in using my skills in the non-profit arena.Specialties: Introductions of business to business and person to person. I enjoy coaching, teaching, managing people around me.

Michael Storz's Current Company Details
Storz Fiduciary Services

Storz Fiduciary Services

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President - Storz Fiduciary Services
lincoln, california, united states
Website:
storzfiduciaryservices.com
Employees:
1
Michael Storz Work Experience Details
  • Storz Fiduciary Services
    President
    Storz Fiduciary Services Jan 2009 - Present
    I manage trusts and conservatorships of persons and estates as well as acting as an Executor (with will) or Administrator (without will). These include Living, Special, Decedent, Irrevocable Life Insurance Trusts, and Mineral Trusts. Currently I am Trustee on 3 Revocable Trusts, 1 Special Needs Trust, 1 Mineral Rights Trust, 2 Irrevocable Life Insurance Trusts, 1 Decedent Trust, a Conservator and named on 10 Trusts as either Successor Trustee or Alternate Successor Trustee.http://storzfiduciaryservices.com/
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  • Kiwanis Club Of Lincoln
    Charter Club Member
    Kiwanis Club Of Lincoln 2001 - Present
    Buonarotti'S Restaurant
    Charter President, co-chaired Fish 'n' Kids fishing Derby, chaired Kiwanis booth at the Tour de Lincoln since its inception.
  • Seniors First
    Retired Past President Board Of Directors And Board Member
    Seniors First Sep 2009 - Jun 2015
    12183 Locksley Ln #205, Auburn Ca 95602
    Seniors First is a non-profit corporation, specializing in keeping Seniors Independent. We are dedicated to providing community education, through our free Speaker's Bureau and serve as a valuable resource for anyone seeking services for a senior loved one. Whether you are seeking professionals offering services on a fee-for service basis, or services which are provided free of charge, the Resource Specialists at Seniors First can assist.
  • South Placer Estate Planning Council
    President
    South Placer Estate Planning Council Jan 2011 - Dec 2014
    The primary mission of the South Placer Estate Planning Council is to provide a forum for estate planning professionals to meet and learn from one another in a generous and supportive enviroment.Our vision is to be a valuable community resource, where every person needing help in any phase of estate planning or administration can find a competent and compassionate professional who can give them the help they need.The Council strives to foster understanding of the proper relationship between the functions of the disciplines and to encourage cooperation of persons acting under those disciplines. This web site will provide our members with new services and opportunities to share resources and information with our own members and with estate planning councils throughout the country.
  • Lighthouse Counseling And Family Resource Center
    Treasurer
    Lighthouse Counseling And Family Resource Center 2005 - 2010
    Helped oversee financial statement and guided the organization by the numbers. Put in place policies and procedures recommended by the CPA and audit that related directly to the financed of the organization.
  • River City Bank
    Branch Manager
    River City Bank May 2004 - Dec 2008
    Managed the overall operations and profitability of the branch expanded and developed new business and maintained existing business with no less than 20 monthly outside calling effortsincreased loan and deposit accounts of existing clients through maintenance programs applied my "contact every client" program at the branch whereby we sent personal notes, made phone calls or personally visited each client 1-2 times a year outside of their branch visits. Coached a staff of five employeesSales - The staff achieved incentive level 80% of the timeCustomer Service - Voted Best of the Best bank staff three years in a rowStability - There was 1 staff turnover in 4 yearsFulfilled the bank's Community Reinvestment Act (CRA) requirements worked with schools to teach banking basics with emphasis on checking and saving accounts maintenanceThe branch deposits and small business loan portfolios increased over 25% and 150% respectively between 2005-2008. The branch also won Best of the Best in 3 or more categories 2006, 2007. 2008.
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  • Placer Sierra Bank
    Branch Manager
    Placer Sierra Bank Apr 1989 - May 2004
    Managed the overall operations and profitability of the branchexpanded and developed new business and maintained existing business with no less than 20 monthly outside calling efforts increased loan and deposit accounts of existing clients through maintenance programs applied my "contact every client" program at the branch whereby we sent personal notes, made phone calls or personally visited each client 1-2 times a year outside of their branch visits.
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  • Lincoln City Council
    Councilman/Mayor
    Lincoln City Council Jan 1994 - Jan 2002
    Mayor 1999Working with 4 other council members, we oversaw and guided the City of Lincoln's financial health, established ordinances, resolutions and policies regarding the health, safety and welfare of its citizens. In addition to the duties of the council I also served on the Western Placer Waste Management JPA, Placer County Air Resources Board JPA, as well as numerous city committees such as the airport, economic development and Chamber of Commerce liaison to name a few.

Michael Storz Skills

Small Business Trusts Leadership Strategic Planning Nonprofits Loans Public Speaking Investments Fundraising Management Training Finance Real Estate Customer Service Banking Coaching Community Outreach Mortgage Lending Small Business Lending Sales Portfolio Management New Business Development Leadership Development Trustee Fiduciary Management Insurance Non Profits Conservatorships Fiduciary Services Asset Protection Wealth Fiduciary High Net Worth Individuals Wealth Management Business Development Accounting Long Term Care

Michael Storz Education Details

Frequently Asked Questions about Michael Storz

What company does Michael Storz work for?

Michael Storz works for Storz Fiduciary Services

What is Michael Storz's role at the current company?

Michael Storz's current role is President - Storz Fiduciary Services.

What is Michael Storz's email address?

Michael Storz's email address is mn****@****est.net

What is Michael Storz's direct phone number?

Michael Storz's direct phone number is +191622*****

What schools did Michael Storz attend?

Michael Storz attended California State University-Fullerton, California State University-Sacramento, American River College.

What are some of Michael Storz's interests?

Michael Storz has interest in Poverty Alleviation, Social Services, Children, Education.

What skills is Michael Storz known for?

Michael Storz has skills like Small Business, Trusts, Leadership, Strategic Planning, Nonprofits, Loans, Public Speaking, Investments, Fundraising, Management, Training, Finance.

Who are Michael Storz's colleagues?

Michael Storz's colleagues are Joseph Rose.

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