Profil
Mr. Michael G.
O’Neill, CPA, is Senior Wealth Advisor at Mariner Wealth Advisors LLC.
He has spent more than 25 years in the investment industry and works primarily with high-net-worth individuals, business owners, foundations and endowments.
Mike specializes in providing families with comprehensive wealth management.
Services include integrated planning and investment strategies for growing and protecting wealth.
Upon joining Mariner, he was instrumental in helping Mariner acquire the national CBIZ Wealth Management division in late 2010.
He had been with CBIZ Wealth Management for over 22 years as a Vice President and Managing Director.
In 1997, CBIZ acquired Robert D.
O’Byrne and Associates, where he was a Shareholder and Co-Director of Retirement and Wealth Management Services.
Prior to joining CBIZ / Robert D.
O’Byrne, he was the Owner and President of Pension Administration and Design, Inc. He started his career working as an Auditor and Tax Accountant in the Los Angeles and Denver offices of Ernst & Young.
Mr. O’Neill received a Bachelor of Science in Accounting from Loyola Marymount University.
Anciens postes connus de Mike O’Neill
Sociétés | Poste | Fin |
---|---|---|
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 | - |
Formation de Mike O’Neill
Loyola Marymount University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
Entreprise privées | 1 |
---|---|
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 |