Mike O’Neill
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Profilo
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.
Precedenti posizioni note di Mike O’Neill
| Società | Posizione | Fine |
|---|---|---|
Robert D. O'Byrne & Associates Inc.
 Robert D. O'Byrne & Associates Inc. Insurance Brokers/ServicesFinance Part of CBIZ, Inc., Robert D. O'Byrne & Associates Inc. provides employee benefits administration services. The company is based in Kansas City, MO. Robert D. O'Byrne & Associates was acquired by International Alliance Services, Inc. on December 09, 1997. | Corporate Officer/Principal | 30/11/1997 |
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 | - |
Formazione di Mike O’Neill
| Loyola Marymount University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
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 |
Robert D. O'Byrne & Associates Inc.
Robert D. O'Byrne & Associates Inc. Insurance Brokers/ServicesFinance Part of CBIZ, Inc., Robert D. O'Byrne & Associates Inc. provides employee benefits administration services. The company is based in Kansas City, MO. Robert D. O'Byrne & Associates was acquired by International Alliance Services, Inc. on December 09, 1997. | Finance |
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