Profiel
Mr. Michael Wagner, CPA, is Senior Advisor at The Welch Group LLC.
Mr. Wagner has wealth of business experience in the accounting and financial fields.
Prior to joining The Welch Group, LLC, he worked as a Senior Consultant for a forensic accounting and valuation firm and also worked in the Assurance and Advisory practice for the Birmingham office of Ernst & Young, LLP.
He holds the CFP designation, and is a CPA.
He is a member of the Alabama Society of Certified Public Accountants, the American Institute of Certified Public Accountants, the Estate Planning Council of Birmingham, the North Alabama Chapter of the Financial Planning Association and is an Ambassador for The Bell Center Early Intervention Program.
Mr. Wagner He graduated from The University of Alabama in 2000 with a Bachelors degree in Accounting and received his Masters of Accountancy in 2001.
Eerdere bekende functies van Michael Wagner
| Bedrijven | Functie | Einde |
|---|---|---|
Ernst & Young LLP
 Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
The Welch Group LLC
 The Welch Group LLC Investment ManagersFinance The Welch Group LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Birmingham, Alabama. It was founded by Stewart H. Welch III in 1984. The firm provides investment management services to individuals, business entities, pension and profit-sharing plans and trusts. | Corporate Officer/Principal | - |
Opleiding van Michael Wagner
| The University of Alabama at Birmingham | Graduate Degree |
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| Bedrijven in privébezit | 2 |
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Ernst & Young LLP
Ernst & Young LLP Miscellaneous Commercial ServicesCommercial Services Ernst & Young LLP engages in the provision of accounting, assurance, tax, transaction, and advisory services. It specializes in the actuarial, analytics and big data, cyber security, accounting compliance and reporting, center for board matters, international financial reporting standards, country tax advisory, global trade, tax accounting, and climate change and sustainability. The company was founded in 1989 and is headquartered in New York, NY. | Commercial Services |
The Welch Group LLC
The Welch Group LLC Investment ManagersFinance The Welch Group LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Birmingham, Alabama. It was founded by Stewart H. Welch III in 1984. The firm provides investment management services to individuals, business entities, pension and profit-sharing plans and trusts. | Finance |
