Michelle Volz
Investment Advisor Representative with Fusion Capital Management, Inc
Michelle Volz has been working as a Investment Advisor Representative at Fusion Capital Management, Inc since 2013. Furthermore, the professional has an employment history at more than five companies in the relevant field. Michelle has a total work experience of 16+ years. Michelle attended school at the Antioch University, Los Angeles from 1987 to 1989. Michelle Volz can be found in Santa Ana, California – where this professional currently lives. You can find this expert's actual email address and number with our search.
Name variants:
Michele Volz,
Mickey Volz,
Shelly Volz
Last updated Jun 08, 2024
Contact Information
Workplace
Investment Advisor Representative
Coppell, TX
Industry
Financial Services, Management Services
Colleagues
Work History
Investment Advisor Representative
Orange County, California Area
With acquisition of a Series 65 license, Michelle is involved in recruiting former broker-dealer reps and life/annuity agents to join with Independent Advisory Group, an advisory firm regist...
from Jan 2013
Annuities Marketer
Supporting the sales efforts of independent financial advisors and life insurance agents through wholesaling fixed and indexed annuities.
from Nov 2010
Senior Consultant
Provide strategic business solutions to business owners and executive-level managers including efficiency and performance optimization, cost containment, client acquisition and retention, st...
from Oct 1999
Director of Client Services
Leadership and management responsibility for client services delivery in four departments: creative services, coaching, client training seminars, and online subscription-based CRM product. A...
Apr 2005 — Mar 2011
Licensed Counselor (MFT)
Worked with individuals, partners and teams in the areas of relationship building, communication skills development, conflict resolution and personal/professional achievement, as a licensed ...
Jan 1989 — Jun 1999
Education
1987 — 1989
2002 — 2004
1997 — 1999
Occupations
Advisor
Representative
Marketer
Marketing Professional
Senior Advisor
Agents
Sales Specialist
Agent
Sales Agent
Accountant
Finance and Accounting Specialist
Advertising Sales Agent
Sales Representative
Accounting Bookkeeper
Bookkeeper
Skills
Personal Branding
Business Coaching
Marketing Strategy
Training & Development
Program Development
Counseling Psychology
Indexed Annuities
Employee Training
Training
Strategy
Leadership Development
Coaching
FAQs about Michelle Volz
What's the main profession of Michelle Volz?
This professional's job is Investment Advisor Representative with Fusion Capital Management, Inc
What are the main profession of Michelle?
These person's professions are Advisor
Where is Michelle Volz currently located?
Michelle Volz is currently located in Santa Ana, California.
Where did Michelle Volz work?
The professional worked at Fusion Capital Management, Inc, Annuity Advisors.
Where has Michelle Volz studied?
Michelle studied at the Antioch University, Los Angeles from 1987 to 1989.
What is professional industry that Michelle Volz is connected to?
Michelle Volz works in Financial Services industry.
Are there any special skills Michelle Volz has?
This professional has such skills as Personal Branding, Business Coaching, Marketing Strategy, Training & Development, Program Development, Counseling Psychology, and Indexed Annuities.