Marc Wagner Email & Phone Number
Chief Financial Officer @ Octavia Wealth Advisors
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Marc Wagner Location
- Cincinnati, OH, US
Marc Wagner Work
- Partner and Wealth Advisor @ (June 2020 - Present)
- Chief Financial Officer @ (June 2020 - Present)
- Founding Partner and Financial Advisor @ Midwest Financial Partners, LLC (October 2001 - June 2020)
- Project Manager @ CH Mack, Inc. (January 1999 - December 2001)
Marc Wagner Education
- Vanderbilt University
BS (Human and Organizational Development)
1990-1994 - St. Xavier 1986-1990
- OLR
Marc Wagner Skills
- Financial Services
- Financial Planning
- Retirement Planning
- Wealth Management
- Insurance strategies
- Estate planning strategies
- Estate Planning
- Program Management
- Marketing
- Training
- Financial Analysis
Marc Wagner Summary
- Marc Wagner, based in Cincinnati, OH, US, is currently a Chief Financial Officer at Octavia Wealth Advisors. Marc Wagner brings experience from previous roles at Octavia Wealth Advisors, Midwest Financial Partners, LLC and CH Mack, Inc.. Marc Wagner holds a 1990 - 1994 BS in Human and Organizational Development @ Vanderbilt University. With a robust skill set that includes Financial Services, Financial Planning, Retirement Planning, Wealth Management, Insurance strategies and more. Marc Wagner has 2 emails and 1 mobile phone numbers on RocketReach.
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