Michael J. Briglia, Cfp®, Mba, Cpa/Pfs Email and Phone Number
Michael J. Briglia, Cfp®, Mba, Cpa/Pfs work email
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Michael J. Briglia, Cfp®, Mba, Cpa/Pfs personal email
Michael J. Briglia, Cfp®, Mba, Cpa/Pfs phone numbers
A business owner client greeted me at a recent gathering and said, “if it weren’t for you, I wouldn’t be retired right now.” Good process drives good outcomes. Years earlier, my client had been too consumed by the day-to-day tasks of managing the business to allow focus on the critical strategic issue of how to transition to retirement while leaving the business in-tact and operating at high potential. Sound familiar?My passion is guiding business and affluent households through the transition-to-retirement process to realize lifelong career and entrepreneurial goals. Whether a business owner, corporate executive or other professional, we are often too busy working on our business and career to focus on the “how-tos” of our own personal transition to retirement. And with so many potential issues to consider, the task at hand may seem daunting. Enter the process I call "Success Begins with a Plan" (see related publication below). Entrepreneurs and professionals achieve their own success through planning, hard work and diligent execution. Successful transitions to retirement require no less dedication. My 25+ years of experience in business consulting, private equity and wealth management creates a mix of business and financial consulting skills that is unique in my profession. Operating as a fee-based advisor, I consult with clients on a number of issues including business growth and succession strategies, transition-to-retirement readiness, investment management, insurance and wealth distribution planning. Contact me today to start a conversation.
Compass Ion Advisors
View- Website:
- compass-ionadvisors.com
- Employees:
- 16
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Financial ConsultantCompass Ion Advisors Jun 2024 - Present
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Financial ConsultantPillar Wealth Advisors Apr 2012 - Nov 2024Wilmington, DelawarePillar Wealth Advisors, LLC is an independently-owned and operated, fee-only team of advisors operating in the Delaware Valley region of southeastern Pennsylvania, Delaware and South Jersey.Our Mission: We build long-term relationships with a select group of clients and other professional advisors.Through education, constant communication and service that exceeds their expectations, we aim to inspire our clients to understand their goals and dreams are only a plan away. Our greatest reward is to see our clients realize their dreams!http://pillarwealthadvisors.com/Please contact me for more information at mbriglia@pillarwealthadvisors.com. Please note that current regulatory policy does not allow me to receive endorsements of Skills & Expertise. -
Business Development ExecutiveIbm Corporation 2002 - Aug 2013Served in several business development and finance roles across key IBM divisions/business units at both the executive and non-executive levels including: 1) IBM Software Group (2010-2013) ... Worked directly with C-level executives and business unit leaders to help articulate the performance improvement potential of “smart” analytical/ predictive software as applied to sales & marketing, supply chain and other business areas2) IBM Global Services (2009-2010) ... Direct sales/business development experience with CFO’s of major companies across the retail, consumer goods and wholesale distribution industries selling IT/managed business process services programs3) Americas Consumer Products Industry Leader (2004-2008) ... Industry sales leader responsible for $1B+ revenue plan across all IBM brands4) IBM Corporate Finance/Strategy, (2002- 2004) ... Strategy/Finance/Operations liaison role responsible for shaping long-range business and financial plan and execution-level budgets for newly formed, $13B consulting services division of IBM -
Associate PartnerPwc Consulting 1992 - 2002Greater Philadelphia AreaResponsible for coaching top teams in Global 200 companies to shape business/operational strategies that will accelerate shareholder value creation. One of PwC’s recognized practitioners in the area of linking strategic and operational decision making to shareholder value creation with emphasis on strategy formulation, mergers & acquisitions planning and large-scale, technology-driven business transformation assignments
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Vice President-Business DevelopmentCrabtree Capital Corporation 1989 - 1992Greater Chicago AreaAssisted CEO and CFO in development of a private equity firm investing in start-ups and small businesses targeting niche segments of the financial services industry. Formulated/ implemented strategies to build shareholder values through new business development, strategic acquisitions, and corporate restructurings
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Senior AccountantPrice Waterhouse 1982 - 1987Accounting, auditing and financial report preparation responsibilities performed in Fortune 500 company environments. Responsible for developing junior staff accountants.
Michael J. Briglia, Cfp®, Mba, Cpa/Pfs Education Details
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Economics / Finance -
Accounting
Frequently Asked Questions about Michael J. Briglia, Cfp®, Mba, Cpa/Pfs
What company does Michael J. Briglia, Cfp®, Mba, Cpa/Pfs work for?
Michael J. Briglia, Cfp®, Mba, Cpa/Pfs works for Compass Ion Advisors
What is Michael J. Briglia, Cfp®, Mba, Cpa/Pfs's role at the current company?
Michael J. Briglia, Cfp®, Mba, Cpa/Pfs's current role is Guiding Business & Affluent Households To & Through Retirement.
What is Michael J. Briglia, Cfp®, Mba, Cpa/Pfs's email address?
Michael J. Briglia, Cfp®, Mba, Cpa/Pfs's email address is mi****@****ibm.com
What is Michael J. Briglia, Cfp®, Mba, Cpa/Pfs's direct phone number?
Michael J. Briglia, Cfp®, Mba, Cpa/Pfs's direct phone number is +161077*****
What schools did Michael J. Briglia, Cfp®, Mba, Cpa/Pfs attend?
Michael J. Briglia, Cfp®, Mba, Cpa/Pfs attended The University Of Chicago - Booth School Of Business, University Of Delaware.
What are some of Michael J. Briglia, Cfp®, Mba, Cpa/Pfs's interests?
Michael J. Briglia, Cfp®, Mba, Cpa/Pfs has interest in Social Services, Economic Empowerment, Education, Science And Technology, Arts And Culture.
Who are Michael J. Briglia, Cfp®, Mba, Cpa/Pfs's colleagues?
Michael J. Briglia, Cfp®, Mba, Cpa/Pfs's colleagues are Glen Gangewer, Fpqp®, Jake Armstrong, George Limbach, Carol Gangewer, Matthew D. Kane, Evan Hewitt, Cfp®, Jinelle Stent.
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