Marc Verdi Email & Phone Number
Director of Tax and Financial Planning @ Godsey & Gibb Wealth Management
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Marc Verdi Location
- Richmond, VA, US
Marc Verdi Work
- Director of Tax and Financial Planning @ (August 2013 - Present)
- Senior Tax Accountant @ (January 2012 - January 2013)
- Independent Tax Advisor @ (March 2012 - May 2012)
- Financial Advisor @ (August 2009 - March 2012)
- Tax Manager @ (December 2007 - July 2009)
- Senior Tax Associate @ (September 2004 - December 2007)
Marc Verdi Education
- University of Virginia
Master of Science (M.S.) (Accounting)
- University of Virginia
Marc Verdi Skills
- Leadership
- Financial Planning
- Tax Compliance
- Estate Planning
- Estate Tax Planning
- Tax Preparation
- Tax Advisory
- Asset Managment
- Asset Allocation
- Financial Reporting
- Trusts
- Trusted Advisor
- Gift Tax
- Retirement Planning
- Qualified Retirement Plans
- Personal Income Tax Returns
- Partnership Tax Returns
- Tax Returns
- Reviews
- Trust Taxation
- Strategic Financial Planning
- CPA
- Financial Planners
- Small Business
- S Corporations
- High Net Worth Individuals
- Income Tax
- Tax Research
- Partnership Taxation
- Tax Accounting
- Financial Statements
- Personal Tax Planning
- Financial Accounting
- QuickBooks
- ProSystem fx Tax
- Tax
- Finance
- Wealth Management Services
- Fixed Assets
- Due Diligence
- Investments
- Accounting
- Financial Advisory
- Investment Advisory
- Wealth Management
- Mutual Funds
- Securities
- Financial Services
- Asset Management
- Compilation Of Financial Statements
- Returns
- SEC
- High Net Worth
- Fixed Annuities
- Developing People
- Fixed Asset Management
- Acting
- Brokerage
- Net
- Clinical Research
- Investment Research
- Mentoring
- SEC filings
- Serving
- Temporary Placement
- Liability
- Informing
- Third Party
- Travel
- Film
- Management
- Insurance Planning
- General Ledger
- Investment Portfolios
- Science
- Assurance
- Funding
- Audit Management
- CRM
- RIA
- Auditing
- Holland
- Delegation
- Guidance
- Business Services
- Personal Income Tax
- Engagements
- Reports
- Creative Solutions
- Supervision
- Oral Communication
- Microsoft Office
- Cash Flow Forecasting
- Withholding
- Testing
- Project Coordination
- Training
- Editing
- Certified Financial Planner
- Supervisory
- Property Tax
- Wealth
- Calculations
- Delegate
- Scheduling
- Documentation
- System Monitoring
- Reporting
- Accounts Payable
- Controller
- Payroll
- Partnerships
- Analysis
- Written
- Verdi
- C
- Qualified Retirement
- Virginia
- Education Funding
- Client Services
- Detail
- Advertising
- Music
- Depreciation
- Corporate Tax
- Caseware
- Investment Advisory Services
- Project Planning
- Project
- Contractual Agreements
- Engagement
- Strategic Financial
- Risk Tolerance
- Cultural Heritage
- Independence
- Income
- Horizon
- Suitability
- Internal Audit
- Regulations
- Practice Management
- Marketing Materials
- Tax Planning
- Portfolio
- Marc
- Trust
- Client Meetings
- Taxations
- Variable Annuities
- Prosystem Fx
- Exercising
- Performance Reviews
- Morningstar
- Sungard
- Consolidated Financial Statements
- Stocks
- Cash
- Special Projects
- Asset
- Deadline
- Commerce
- Budgets
- Trading
- Meetings
- Health Insurance
- Directing
- Delivery
- Retirement
- Gosystem
- Field Work
- Evaluation
- Disposal
- Series 7
Marc Verdi Summary
- Marc Verdi, based in Richmond, VA, US, is currently a Director of Tax and Financial Planning at Godsey & Gibb Wealth Management. Marc Verdi brings experience from previous roles at WellsColeman, Heritage Wealth Advisors, Morgan Stanley Smith Barney and Cherry Bekaert LLP. Marc Verdi holds a Master of Science (M.S.) in Accounting @ University of Virginia. With a robust skill set that includes Leadership, Financial Planning, Tax Compliance, Estate Planning, Estate Tax Planning and more. Marc Verdi has 2 emails and 1 mobile phone numbers on RocketReach.
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