David Meschel, CPA CFP®

Principal Owner at Meschel Wealth Management LLC
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • Financial Services
    • 1 - 100 Employee
    • Principal Owner
      • Oct 2020 - Present

      Meschel Wealth Management LLC is a financial services firm led by David G. Meschel CPA, CFP®. Dave is a fee-based investment advisor providing comprehensive financial planning for his clients, as well as structuring and maintaining their investment portfolios. As an independent financial advisor, Dave is employed by you, the client...he is not employed by a company trying to sell you their products. He works on your behalf as a fiduciary (i.e. legally committed to working in his client's best interests) to help you establish and pursue your financial goals. His clients include individuals, families, and business owners.

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Financial Adviser
      • Nov 2015 - Oct 2020
    • United States
    • Investment Banking
    • 1 - 100 Employee
    • Financial Adviser
      • Jan 2013 - Nov 2015
    • Canada
    • Business Consulting and Services
    • Financial Planning & Analysis Director
      • 2012 - 2012

      Management of financial reporting, including budget process and strategic planning for the Global IM, General Shared Services, and Global Real Estate divisions. Established capital reporting system for tracking capital budget projects, and created allocation methodology for distribution of costs to local markets. ConvaTec is a leading developer of innovative medical technologies, with its global headquarters in Skillman, NJ. Management of financial reporting, including budget process and strategic planning for the Global IM, General Shared Services, and Global Real Estate divisions. Established capital reporting system for tracking capital budget projects, and created allocation methodology for distribution of costs to local markets. ConvaTec is a leading developer of innovative medical technologies, with its global headquarters in Skillman, NJ.

    • United States
    • Real Estate
    • Regional Controller
      • 2001 - 2011

      Partnership with Regional Vice President to run a region with multiple locations in the transportation industry for business units including vehicle leasing, rental, and sales. Management of administrative departments, including accounting, risk management, vehicle repair, and facilities. Excellent track record of cost savings, employee development and promotions, financial reporting, and internal controls resulting in multiple exceptional achievement awards.

    • Regional Business Manager
      • 1996 - 2001

    • Accounting Supervisor
      • 1994 - 1996

    • Financial Accountant
      • 1993 - 1994

Education

  • Northwestern University
    CFP capstone
  • Miami University
    BS in Business, Accountancy
    1989 - 1993

Community

You need to have a working account to view this content. Click here to join now