Michael J Wurth

Michael J Wurth Email and Phone Number

Life Insurance | Premium Financing | Sales | Advance Life Insurance Planning | Estate Planning | Finance | Startups | Search Fund | IESE MBA | Chinese | Spanish @ Succession Capital Alliance
Michael J Wurth's Location
Newport Beach, California, United States, United States
Michael J Wurth's Contact Details

Michael J Wurth personal email

Michael J Wurth phone numbers

About Michael J Wurth

Michael Wurth joined Succession Capital in January, 2021. Hired before the official RVP program was put in place, Michael spent his first 2 years at SCA supporting Michael Rothman and managing all cases in underwriting. His territory includes San Diego, Inland Empire, Arizona, Nevada, Utah, Wyoming, Colorado, New Mexico, Florida, Alaska, and Hawaii.Prior to joining SCA, Michael worked for Apple in their Beijing office where he was the only non-native Chinese speaker on Apple’s team of 250 employees. He was specifically responsible for analyzing the financials and setting targets for iPhone sales in the Greater China region. After his time in China he completed his MBA in Barcelona, Spain in 2019 before launching his own Search Fund after graduation.Aside from work, Michael is passionate about education and his faith. He and his wife are currently working on starting Classical Education schools in Southern California called The Camino Schools with other like-minded couples. He is also a board member for the USC Caruso Catholic Center.Michael received his undergraduate degrees in International Business and Chinese Language and Culture from the University of Southern California and his MBA and Spanish degree from IESE in Barcelona. Michael and his Spanish wife met in Rome and have been married since 2019. They live in Aliso Viejo, CA with their two sons, one daughter, and Chocolate Lab, Kona.

Michael J Wurth's Current Company Details
Succession Capital Alliance

Succession Capital Alliance

View
Life Insurance | Premium Financing | Sales | Advance Life Insurance Planning | Estate Planning | Finance | Startups | Search Fund | IESE MBA | Chinese | Spanish
Michael J Wurth Work Experience Details
  • Succession Capital Alliance
    Regional Vice President
    Succession Capital Alliance Jan 2023 - Present
    Newport Beach, California, Us
  • Succession Capital Alliance
    Vice President Of Client Management
    Succession Capital Alliance Jan 2021 - Feb 2023
    Newport Beach, California, Us
    The gold standard in advanced life insurance planning for advisors and their high-net-worth clients. As an advisor to advisors we offer you advanced life insurance planning for your businessowner and high-net-worth clients, with a singular focus on maximizing the performance of your client’s life insurance assets. Through our proprietary and nationally recognized Capital Maximization Strategy℠ we help your clients realize benefits far exceeding what they thought possible. The core of our Capital Maximization Strategy is financing policy premiums through a custom loan tailored to your client’s unique circumstances and objectives.
  • Serviam Capital
    Managing Director & Founder
    Serviam Capital Jun 2019 - Present
    San Clemente, California, Us
    Serviam Capital is a Search Fund formed to source, acquire, and operate a private company with an initial enterprise value between ~$5 and $25 million. We believe the SME sector holds unlocked potential for returns exceeding the traditional private equity space. We are seeking to acquire a company in the United States with consistent profitability, strong recurring revenue, and low ongoing CAPEX requirements with the goal of providing investors an IRR of 30%+ and 3.0x ROI. If you know of any companies that might be interested in speaking with us, don't hesitate to reach out.
  • Ysios Capital
    Impact Investment Consultant
    Ysios Capital Jan 2019 - Jun 2019
    San Sebastián, País Vasco / Euskadi, Es
    I was hired by Ysios Capital during my final year in the MBA as a consultant to help them develop a tool that would analyze their current and potential venture investments in the biotech and pharmaceutical space from an Impact perspective. I conducted research and built a tool to score the impact level of investments based on industry-specific criteria as an alternative to the ESG ratings given the unique nature of their investments.
  • Ific - Iese For Impact Community
    President & Board Member
    Ific - Iese For Impact Community May 2018 - May 2019
    Barcelona, Barcelona, Es
  • Trustwork
    Business Development Intern
    Trustwork Jun 2018 - Aug 2018
    Seattle, Wa, Us
    Worked in Trustwork's Accelerator program launching multiple startups over the course of the internship while mentoring founders in early stages of their startups.
  • Apple
    Financial Analyst
    Apple Jul 2015 - Jun 2017
    Cupertino, California, Us
    Financial Analyst for iPhone Channel Sales Finance. Supported iPhone Sales Teams in planning and executing demand generation programs and researching market and competitor trends. • Collaborated with China, Hong Kong, & Taiwan Carrier sales teams ; modeled demand generation scenarios to boost sales ahead of New Product Introductions• Compiled Quarterly Business Reviews (QBR) for WW iPhone Sales team, covering iPhone Sales with all major partners across carrier, online, distributor, and retail channels • Researched competition each quarter to understand pricing and execution, presented findings in QBR along with expected impact and projected sales of top competitors to develop more effective strategies• Researched and presented findings on consumer offers and how carriers are transitioning under new VAT tax system; created financing solutions to limit impact of +8 ppts tax increase on telecom services
  • Apple
    Financial Associate
    Apple Oct 2013 - Jul 2015
    Cupertino, California, Us
    Rotated through three different Finance roles, including Worldwide iPhone Sales Finance (5 months, Worldwide Operations Finance (3 months), and Corporate FP&A (4 months).For the iPhone Sales Finance rotation, I worked closely with the WW iPhone Sales team to understand the iPhone business at a global level. I analyzed data at a global level and country-level to find interesting trends and enhance the team's understanding of each market. I helped analyze and track demand generation programs that were country and vendor specific. Finally, I helped compile the Quarterly Business Review which was presented to Executives. It covered iPhone Sales in all Geos and explained results for the quarter. During my rotation in WW Financial Planning & Analysis, I compiled the backup data for the CFO and fact-checked all numbers published externally. My responsibility included reviewing the CFO's Earnings Call script and Q&A sheet to ensure accuracy of statements and figures. I worked with teams from across the entire business. In Operations Finance, I worked with the WW Tooling team. Our responsibility included cost-based analysis of all products around the world. I created a tool that provided exact cost on a per-input basis for every product in the Apple lineup, including raw materials and parts sourced elsewhere. This model was combined with a tooling depreciation schedule to get an accurate assessment of the exact cost each unit produced worldwide. My final project on this team was an audit of a manufacturing partner prior to a purchase of $35 Million worth of tools per an agreement.
  • United Students For Africa
    Founder
    United Students For Africa May 2008 - Aug 2013
    Founded United Students for Africa as a 501(c)(3) with the purpose of organizing volunteer opportunities for high-school and college students in Ghana and Tanzania. The purpose was to expose young adults to the realities of the world outside of the United States, particularly with regards to the difficulties many face in Africa. United Students for Africa worked closely with orphanages, hospitals, and schools in Ghana and Tanzania providing aid where needed and experiences for American youth that we hoped would leave life-long impressions and impact their worldview.
  • Apple Retail
    Specialist
    Apple Retail Feb 2013 - Jun 2013
    Cupertino, California, Us
    Sought experience in a customer-facing role to better prepare for my full-time Analyst position following graduation.
  • Apple
    Emerging Markets Financial Development Intern
    Apple Jun 2012 - Aug 2012
    Cupertino, California, Us
    Developed a tool now utilized to forecast all Apple Retail store construction capital expenditures globally, produced and presented executive-level Apple Retail store growth plans and financial summaries, analyzed the historical store construction costs and determined the key spend drivers, created and managed step plans to help track the weekly progress of new store openings globally, conducted trade level analysis which helped drive store preservation operating expenditure reductions, and assisted in the creation of a new store cost estimation tool to help the store development teams build more accurate and timely project forecasts.
  • Insul Drywall And Plastering
    Assistant Construction Manager
    Insul Drywall And Plastering Jun 2010 - Mar 2012
    Managed work teams to meet cost goals on California State school projects estimated at $3 million, increased projected profits by more than 5% on two jobs while limiting losses on those that were underbid, and currently a licensed General Contractor in the State of California.

Michael J Wurth Skills

Public Speaking Leadership Finance Microsoft Excel Spanish Microsoft Office Financial Analysis Powerpoint Teamwork Research Customer Service English Microsoft Word Market Research Retail Culture Chinese Greater China International Sales China Sales International Relations International Finance Corporate Fp&a Impact Investing Financial Planning Sales Finance Financial Modeling Presentation Presentation Skills Presentations Marketing

Michael J Wurth Education Details

  • Iese Business School
    Iese Business School
    General
  • University Of Southern California
    University Of Southern California
    International Business
  • Boston University
    Boston University
    Economics
  • Troy High School
    Troy High School

Frequently Asked Questions about Michael J Wurth

What company does Michael J Wurth work for?

Michael J Wurth works for Succession Capital Alliance

What is Michael J Wurth's role at the current company?

Michael J Wurth's current role is Life Insurance | Premium Financing | Sales | Advance Life Insurance Planning | Estate Planning | Finance | Startups | Search Fund | IESE MBA | Chinese | Spanish.

What is Michael J Wurth's email address?

Michael J Wurth's email address is mj****@****ail.com

What is Michael J Wurth's direct phone number?

Michael J Wurth's direct phone number is +171429*****

What schools did Michael J Wurth attend?

Michael J Wurth attended Iese Business School, University Of Southern California, Boston University, Troy High School.

What skills is Michael J Wurth known for?

Michael J Wurth has skills like Public Speaking, Leadership, Finance, Microsoft Excel, Spanish, Microsoft Office, Financial Analysis, Powerpoint, Teamwork, Research, Customer Service, English.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.