2016 -
2022 Tax Manager and Director of Wealth Management @
2015 -
2016 Staff Accountant and Financial Advisor @
2014 -
2015 Financial Advisor and Accountant @ Capital View Wealth Management
Michael Westwick Education
Shippensburg University of Pennsylvania
Bachelor's degree (Finance & Accounting)
2008
-
2013
Cumberland Valley high school 2005
-
2008
Michael Westwick Skills
Financial Advisory
Retirement Planning
Accounting
Finance
Auditing
Financial Analysis
Tax Preparation
Financial Planning
GAAP Standards
Tax Research
Management
Event Planning
Investments
Tax Planning
Michael Westwick Summary
Michael Westwick, based in Reston, VA, US, is currently a Owner at Potomac Wealth & Tax LLC. Michael Westwick brings experience from previous roles at Stitely & Karstetter, CPAs, SC&H Group and Capital View Wealth Management. Michael Westwick holds a 2008 - 2013 Bachelor's degree in Finance & Accounting @ Shippensburg University of Pennsylvania. With a robust skill set that includes Financial Advisory, Retirement Planning, Accounting, Finance, Auditing and more. Michael Westwick has 2 emails on RocketReach.
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