Michael J Wurth Email & Phone Number

Newport Beach, California, Us

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.

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.

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.

Barcelona, Barcelona, Es

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.

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

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.

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.

Cupertino, California, Us

Sought experience in a customer-facing role to better prepare for my full-time Analyst position following graduation.

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.

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.

Master Of Business Administration - Mba, Business Administration And Management, General

Ba, Chinese, International Business

Economics

Education record