2009 -
2015 Private Wealth Advisor, Assistant Vice President @
Michael Wagner Education
Wexner Heritage Program 2023
-
2025
Brandeis University
Bachelor's Degree (Economics)
2002
-
2006
St Thomas Aquinas High School
High School Diploma/GED
1998
-
2002
Michael Wagner Skills
Portfolio Management
Strategy
Microsoft Office
Finance
Startups
Entrepreneurship
Leadership
Investment Management
Digital Marketing
Hedge Funds
Business Development
E Commerce
Marketing Communications
Management
Capital Markets
Investments
Asset Allocation
Investment Advisory
Financial Services
Wealth Management
Intergenerational Wealth Transfer
Family Office
Michael Wagner Summary
Michael Wagner, based in Florida, United States, is currently a Co-Founder, Chief Operating Officer at Omnia Family Wealth. Michael Wagner brings experience from previous roles at Private Banking and Investment Group, Merrill Lynch Wealth Management, Bank of A. Michael Wagner holds a 2023 - 2025 Wexner Heritage Program. With a robust skill set that includes Portfolio Management, Strategy, Microsoft Office, Finance, Startups and more. Michael Wagner has 2 emails and 2 mobile phone numbers on RocketReach.
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