Michael Imber Email & Phone Number
Multi-Family Office Wealth Strategist @ Balentine
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Michael Imber Location
- Atlanta, GA, US
Michael Imber Work
- 2022 -now Multi-Family Office Wealth Strategist @
- 2016 -2022 Senior Wealth Strategist @
- 2015 -2016 Financial Advisor @
- 2013 -2015 Trust and Fiduciary Specialist @
- 2010 -2013 Market Growth and Development Consultant @
- 2008 -2009 Tax Senior @
- 2005 -2007 Tax Senior @
- 2003 -2005 Owner @ M.D. Imber & Associates
- 2002 -2003 Revenue Agent @ Internal Revenue Service
- 1999 -2001 Tax Senior @
- 1994 -1998 Trust Officer @
Michael Imber Education
- Kansas State University
Certificate (Financial Therapy)
2019-2020 - Exit Planning Institute
Certified Exit Planning Advisor Program (Exit Planning Strategy)
2019-2019 - Georgia State University - J. Mack Robinson College of Business
Master of Science (Personal Financial Planning)
1996-2002 - Georgia State University - J. Mack Robinson College of Business
MTx (Master of Taxation)
1996-2002 - Georgia State University - J. Mack Robinson College of Business
Master of Business Administration (Finance & Management)
1996-2002 - Florida State University - College of Business
Bachelor (Finance & Multinational Business)
1990-1993 - University of Richmond 1988-1990
- Coral Gables Senior High School 1985-1988
Michael Imber Skills
- Investments
- Financial Analysis
- Wealth Management Services
- High Net Worth Individuals
- Retirement Planning
- Business Development
- Relationship Management
- Financial Services
- Mergers & Acquisitions
- Succession Planning
- Project Management
- Financial Planning
- Management Consulting
- Trusts
- Investment Management
- Tax
- Wealth Management
- Financial Advisory
- Estate Planning
- Finance
- Accounting
- Returns
- Fiduciary
- Operational Control
- Insurance
- Fixed Asset Management
- Vendors
- Community
- Redcine X
- Concentrations
- Consideration
- CMA
- Procedural
- Honor
- Return on Investment
- Executive Positions
- Client Accounts
- Operational Efficiency
- Business Administration
- Dec Alpha
- Road
- Entrepreneurship
- Red Cross
- Data Conversion
- Florida
- Tax Preparation
- Management
- Revenue
- Science
- Program Managers
- Tax Research
- Steering
- Auditing
- Information Systems
- Home Depot
- Cash Management
- Primary Research
- Human Resources
- Financial Forecasting
- Distribution Strategies
- Georgia
- Profit
- Executive Services
- Volunteering
- Business Services
- Cogs
- Atlanta
- Handyman
- Reports
- Guardianship
- Strategy
- Creative Solutions
- Supervision
- Inventory
- Capitalization
- Budgeting
- Corporations
- Microsoft Excel
- Transportation
- BMC Remedy
- Policy
- Certified Financial Planner
- Monthly Closings
- Professional Designations
- Calculations
- BREW
- State Tax
- American
- Research
- Equalization
- Start Up Ventures
- Reporting
- Estate Law
- Multinational
- Capital
- Information Management
- Controller
- Payroll
- Partnerships
- Analysis
- CPA
- Home Repairs
- Imagine
- 1120S
- Debt
- Exempt
- International Clients
- Communication
- Schedules
- Brain
- Depreciation
- Quality Assurance
- Marketing
- Credit
- Spinal
- Emergency Management
- Remodeling
- Project Planning
- Personal Financial Planning
- QuickBooks
- Project
- Small Business
- Contractual Agreements
- Bill Payment
- Engagement
- Presentations
- Income
- Utility
- Media
- Hedging
- Responsibility
- Internal Audit
- Policies and Procedures
- International
- Kpmg
- Private Clients
- Trust
- Start Ups
- Forms
- Administering
- Injury
- Tau
- Alternate
- Software
- Field Operations
- Asset
- Proprietary Software
- Invoicing
- Treasury
- Budgets
- Position Papers
- Filing
- Tax Returns
- Derby
- Mergers and Acquisitions
- Securities
Michael Imber Summary
- Michael Imber, based in Atlanta, GA, US, is currently a Multi-Family Office Wealth Strategist at Balentine. Michael Imber brings experience from previous roles at PNC, Wells Fargo Advisors, LLC and Wells Fargo. Michael Imber holds a 2019 - 2020 Certificate in Financial Therapy @ Kansas State University. With a robust skill set that includes Investments, Financial Analysis, Wealth Management Services, High Net Worth Individuals, Retirement Planning and more. Michael Imber has 2 emails on RocketReach.
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Top Balentine Employees
Mark Bell
Head of Private Capital and Family Office, Partner
Atlanta, GA, US
John Maddison
Partner and Head of Financial Planning
Raleigh, NC, US
Michael Imber
Multi-Family Office Wealth Strategist
Atlanta, GA, US
Michael Pearson
Chief Compliance Officer
Atlanta, GA, US
Kurt Lofters
Director of Institutional Relationships
Atlanta, GA, US
Martina Chisholm
Head of Marketing
Atlanta, GA, US
Jennifer Dangar
Chief Operating Officer
Atlanta, GA, US
Jenn Cunningham
Executive Assistant to the Chairman and CEO
Atlanta, GA, US
Susie Wang
Head of Public Market
Atlanta, GA, US
Adrian Cronje
Chief Executive Officer and Founding Partner
Atlanta, GA, US
Gabe Lembeck
Director of Research
Atlanta, GA, US
Kathryn G. Sandoval
Financial Planning Manager
Atlanta, GA, US
Emily Barbour
Principal
Atlanta, GA, US
Adrian Chastain
Head of Operations
Atlanta, GA, US
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