Martin Gorman, CPA

VP of Planning & Portfolio Management at Diversified Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
Minneapolis, Minnesota, United States, US

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Bio

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Credentials

  • Series 66 - Uniform Combined State Law Examination
    FINRA
    Aug, 2021
    - Nov, 2024
  • Securities Industry Essentials
    FINRA
    Jul, 2021
    - Nov, 2024
  • Series 7 - General Securities Representative Examination
    FINRA
    Jul, 2021
    - Nov, 2024
  • CPA
    Minnesota Board of Accountancy
    Dec, 2017
    - Nov, 2024

Experience

  • Diversified Wealth Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • VP of Planning & Portfolio Management
      • Jun 2021 - Present

  • Private Investment Company & Family Office
    • Investment Analyst - Public Securities, Funds
      • Jan 2021 - Mar 2021

    • Senior Accountant
      • Jun 2020 - Dec 2020

  • Allianz Life
    • Insurance
    • 700 & Above Employee
    • Senior Accountant - Financial Reporting
      • Jul 2018 - Jun 2020

  • PwC
    • Professional Services
    • 700 & Above Employee
    • Experienced Assurance Associate
      • Sep 2016 - Jun 2018

  • PwC
    • Professional Services
    • 700 & Above Employee
    • Assurance Intern
      • Jun 2015 - Aug 2015

  • Augsburg University
    • United States
    • Higher Education
    • 700 & Above Employee
    • Member of the Board, Residence Life Advisory Board
      • Oct 2013 - May 2014

    • Member of the Board, Restorative Justice Board
      • Aug 2013 - May 2014

    • Student Mentor
      • Aug 2013 - May 2014

Education

  • University of St. Thomas
    Bachelor of Arts (B.A.), Accounting
    2014 - 2016
  • Augsburg College
    2012 - 2014
  • Upper Arlington High School

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