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Michael D. Smith
Michael D. Smith
CFA, AVA
Securities Analyst
Succession Planning

info@cpawms.com

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Career Highlights
CPA Wealth Management Services

  • Analyzes securities, develops succession plans, and performs business valuations for clients. Specializes in systems design and process development.

Advanced Micro Devices, Austin, TX

  • Conducted cost benefit analysis of new technologies. Wrote procurement specifications, training manuals and project proposals.

Education
• University of Wisconsin, La Crosse, WI, BS – Finance

Professional
• CFA Institute
• NACVA

Civic
• Spokesman, Big Brother Big Sisters
• Treasurer, Toastmasters International

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