Michael J. Briglia, Cfp®, Mba, Cpa/Pfs Email & Phone Number
@pillarwealthadvisors.com
4 phones found area 610 and 800
LinkedIn matched
Who is Michael J. Briglia, Cfp®, Mba, Cpa/Pfs? Overview
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Michael J. Briglia, Cfp®, Mba, Cpa/Pfs is listed as Guiding Business & Affluent Households To & Through Retirement at Compass Ion Advisors, a with 16 employees, based in Greater Philadelphia, United States. AeroLeads shows a work email signal at pillarwealthadvisors.com, phone signal with area code 610, 800, and a matched LinkedIn profile for Michael J. Briglia, Cfp®, Mba, Cpa/Pfs.
Michael J. Briglia, Cfp®, Mba, Cpa/Pfs previously worked as Financial Consultant at Compass Ion Advisors and Financial Consultant at Pillar Wealth Advisors. Michael J. Briglia, Cfp®, Mba, Cpa/Pfs holds Mba, Economics / Finance from The University Of Chicago - Booth School Of Business.
Email format at Compass Ion Advisors
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AeroLeads found 2 current-domain work email signals for Michael J. Briglia, Cfp®, Mba, Cpa/Pfs. Compare company email patterns before reaching out.
About Michael J. Briglia, Cfp®, Mba, Cpa/Pfs
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.
Michael J. Briglia, Cfp®, Mba, Cpa/Pfs's current company
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Michael J. Briglia, Cfp®, Mba, Cpa/Pfs work experience
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Financial Consultant
Pillar 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 Executive
Served 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 Partner
Responsible 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
Vice President-Business Development
Assisted 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
Senior Accountant
Accounting, auditing and financial report preparation responsibilities performed in Fortune 500 company environments. Responsible for developing junior staff accountants.
Colleagues at Compass Ion Advisors
Other employees you can reach at compass-ionadvisors.com. View company contacts for 16 employees →
Carol Gangewer
Colleague at Compass Ion AdvisorsConshohocken, Pennsylvania, United States
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George Limbach
Colleague at Compass Ion AdvisorsConshohocken, Pennsylvania, United States
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Evan Hewitt, Cfp®
Colleague at Compass Ion AdvisorsWayne, Pennsylvania, United States
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Luke Porter, Cfp®
Colleague at Compass Ion AdvisorsGreater Philadelphia, United States
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Matthew D. Kane
Colleague at Compass Ion AdvisorsConshohocken, Pennsylvania, United States
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Glen Gangewer, Fpqp®
Colleague at Compass Ion AdvisorsGreater Philadelphia, United States
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Jody Voce
Colleague at Compass Ion AdvisorsPhiladelphia, Pennsylvania, United States
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Kaitlin Salwach
Colleague at Compass Ion AdvisorsGreater Philadelphia, United States
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Jake Armstrong
Colleague at Compass Ion AdvisorsPhiladelphia, Pennsylvania, United States
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Jinelle Stent
Colleague at Compass Ion AdvisorsFairfield, Connecticut, United States
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Michael J. Briglia, Cfp®, Mba, Cpa/Pfs education
Mba, Economics / Finance
Ba, Accounting
Frequently asked questions about Michael J. Briglia, Cfp®, Mba, Cpa/Pfs
Quick answers generated from the profile data available on this page.
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 Compass Ion Advisors?
Michael J. Briglia, Cfp®, Mba, Cpa/Pfs is listed as Guiding Business & Affluent Households To & Through Retirement at Compass Ion Advisors.
What is Michael J. Briglia, Cfp®, Mba, Cpa/Pfs's email address?
AeroLeads has found 2 work email signals at @pillarwealthadvisors.com for Michael J. Briglia, Cfp®, Mba, Cpa/Pfs at Compass Ion Advisors.
What is Michael J. Briglia, Cfp®, Mba, Cpa/Pfs's phone number?
AeroLeads has found 4 phone signal(s) with area code 610, 800 for Michael J. Briglia, Cfp®, Mba, Cpa/Pfs at Compass Ion Advisors.
Where is Michael J. Briglia, Cfp®, Mba, Cpa/Pfs based?
Michael J. Briglia, Cfp®, Mba, Cpa/Pfs is based in Greater Philadelphia, United States while working with Compass Ion Advisors.
What companies has Michael J. Briglia, Cfp®, Mba, Cpa/Pfs worked for?
Michael J. Briglia, Cfp®, Mba, Cpa/Pfs has worked for Compass Ion Advisors, Pillar Wealth Advisors, Ibm Corporation, Pwc Consulting, and Crabtree Capital Corporation.
Who are Michael J. Briglia, Cfp®, Mba, Cpa/Pfs's colleagues at Compass Ion Advisors?
Michael J. Briglia, Cfp®, Mba, Cpa/Pfs's colleagues at Compass Ion Advisors include Carol Gangewer, George Limbach, Evan Hewitt, Cfp®, Luke Porter, Cfp®, and Matthew D. Kane.
How can I contact Michael J. Briglia, Cfp®, Mba, Cpa/Pfs?
You can use AeroLeads to view verified contact signals for Michael J. Briglia, Cfp®, Mba, Cpa/Pfs at Compass Ion Advisors, including work email, phone, and LinkedIn data when available.
What schools did Michael J. Briglia, Cfp®, Mba, Cpa/Pfs attend?
Michael J. Briglia, Cfp®, Mba, Cpa/Pfs holds Mba, Economics / Finance from The University Of Chicago - Booth School Of Business.
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