Paul J. Wrobleski
Fondateur chez Clarfeld Financial Advisors LLC
Profil
Mr. Paul J.
Wrobleski is a Vice Chairman at Clarfeld Financial Advisors LLC.
He is also Co-Founder, Executive Committee member and Senior Tax Partner of Clarfeld.
He has extensive experience advising corporate executives and high net worth individuals and families.
He also provides an independent point of view regarding aggressive tax shelters other advisors may be suggesting to clients.
He is the past chairman of the Tax Practice Management Committee, an associate member of the Practicing Law Institute, and a member of the New York University Tax Study Group.
A former IRS agent, he is highly regarded for his expertise representing clients and protecting their rights in the course of resolving complex matters before the IRS, state and municipal tax agencies.
He received his undergraduate degree from Hunter College and an MBA from Pace University.
He is a Certified Public Accountant and member of the American Institute of Certified Public Accountants, as well as the New York State Society of CPAs.
Postes actifs de Paul J. Wrobleski
| Sociétés | Poste | Début |
|---|---|---|
Clarfeld Financial Advisors LLC
 Clarfeld Financial Advisors LLC Investment ManagersFinance Clarfeld Financial Advisors LLC (Clarfeld) is a registered investment adviser and wealth management firm founded in 1981. The firm is a direct subsidiary of Citizens Bank NA and their ultimate parent is Citizens Financial Group, Inc. (NYSE: CFG). Headquartered in Tarrytown, New York, Clarfeld provides investment advisory services to high net worth individuals and families, senior corporate executives of publicly traded companies, owners of small closely held businesses, professionals, pension and profit sharing plans, business entities, trusts, estates and charitable organizations. | Fondateur | 01/01/1981 |
Formation de Paul J. Wrobleski
| Hunter College | Undergraduate Degree |
| Pace University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Clarfeld Financial Advisors LLC
Clarfeld Financial Advisors LLC Investment ManagersFinance Clarfeld Financial Advisors LLC (Clarfeld) is a registered investment adviser and wealth management firm founded in 1981. The firm is a direct subsidiary of Citizens Bank NA and their ultimate parent is Citizens Financial Group, Inc. (NYSE: CFG). Headquartered in Tarrytown, New York, Clarfeld provides investment advisory services to high net worth individuals and families, senior corporate executives of publicly traded companies, owners of small closely held businesses, professionals, pension and profit sharing plans, business entities, trusts, estates and charitable organizations. | Finance |
