Leo Daniel Martinic
Corporate Officer/Principal chez The American Institute of Certified Public Accountants
Profil
Mr. Leo D.
Martinic, CPA, is a Financial Advisor & Partner at SPC Financial, Inc., a Member at Maryland Association of Certified Public Accountants and a Member at The American Institute of Certified Public Accountants.
He joined SPC Financial in 1999.
He has spent the last thirty years advising individuals and business owners on both financial and tax issues.
One of his abilities is simplifying complex and changing tax laws into easily understood tax strategies.
He is also Treasurer of SPC.
He spent the second part of his career in banking from 1983 through 1999 and has held various positions in several community and regional banks, including Chief Financial Officer and Executive Vice President.
In addition, he was a Branch President for First Chicago and its successors from 1990 through 1999.
He also maintained his own tax practice from 1983 through 1999 and obtained his first investment licenses in 1999.
Leo joined SPC in November 1999 and is a Registered Principal with Raymond James Financial Services, Inc. He joined Edward G.
Sella to form Sella & Martinic, LLC, Certified Public Accountants in November 1999.
He has spent over a decade as a partner in Sella & Martinic, LLC.
S&M provides tax preparation and tax consulting services focusing on individuals, small businesses, estates and trusts.
Mr. Martinic graduated from Marquette University in 1980 cum laude with a B.S.
in Accounting.
He worked for Price Waterhouse in Milwaukee from 1980 to 1983 and received his CPA designation in 1984.
Leo is a member of the AICPA and MACPA.
Postes actifs de Leo Daniel Martinic
| Sociétés | Poste | Début |
|---|---|---|
The American Institute of Certified Public Accountants
 The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Corporate Officer/Principal | - |
| Maryland Association of Certified Public Accountants | Corporate Officer/Principal | - |
SPC Financial, Inc.
 SPC Financial, Inc. Investment ManagersFinance SPC Financial, Inc. (SPC) is a registered independent investment advisor headquartered in Rockville, Maryland. The firm was founded by William Chatfield in 1970 as Suburban Planning Corp. SPC provides financial planning and portfolio management services for individual, corporate, institutional, ERISA funds, and charitable clients. | Gestionnaire de Portefeuille-Actions | 01/01/1999 |
Anciens postes connus de Leo Daniel Martinic
| Sociétés | Poste | Fin |
|---|---|---|
| First Chicago Corp. | Corporate Officer/Principal | 31/10/1999 |
| Pricewaterhouse LLP | Corporate Officer/Principal | 31/12/1983 |
Formation de Leo Daniel Martinic
| Marquette University | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
| Pricewaterhouse LLP | Commercial Services |
The American Institute of Certified Public Accountants
The American Institute of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY. | Commercial Services |
| Maryland Association of Certified Public Accountants | |
| First Chicago Corp. | Finance |
SPC Financial, Inc.
SPC Financial, Inc. Investment ManagersFinance SPC Financial, Inc. (SPC) is a registered independent investment advisor headquartered in Rockville, Maryland. The firm was founded by William Chatfield in 1970 as Suburban Planning Corp. SPC provides financial planning and portfolio management services for individual, corporate, institutional, ERISA funds, and charitable clients. | Finance |