Michael Courtney

Financial Analysis Manager - Expenses at UFG Insurance

Michael Courtney has a diverse work experience spanning over several years. Michael began their career as a Real Estate Loan Officer at First National Bank in Fairfield from July 2007 to July 2009. Michael then joined Transamerica in August 2009 as a Registered Representative and later transitioned to roles including Form 5500 Consultant, Investment Analyst at Aegon Asset Management, Senior Tax Accountant, Manager of Financial Analysis, and Lead Internal Auditor. Michael'stenure at Transamerica lasted until September 2022. Currently, they are working at UFG Insurance as a Lead Modernization Analyst starting in September 2022.

Michael Courtney completed their Master of Business Administration (MBA) degree in Leadership at The University of Iowa Tippie College of Business from 2015 to 2020. Prior to that, they obtained a Bachelor's Degree in Finance from the University of Iowa, which they pursued from 2003 to 2007.

In addition to their formal education, Michael Courtney has earned several certifications. Michael obtained the FSRI certification from LOMA in October 2017. In April 2016, they obtained the AIRC and ASRI certifications from LOMA. Michael also holds a certification in The Cultural Transition Process, which they obtained from Partners in Leadership in March 2014. Furthermore, they obtained the Series 6 certification from the Financial Industry Regulatory Authority (FINRA) in October 2009.

Michael Courtney has additional certifications listed, namely AAPA, ACS, ARA, and FLMI, from LOMA, but the specific dates of obtaining these certifications are not provided.

Links

Timeline

  • Financial Analysis Manager - Expenses

    August 1, 2023 - present

  • Lead Modernization Analyst

    September, 2022

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