Billy Amberg
President and CEO - Bloomwood Capital Advisors - #tax #uhnw #capitalgains #incometax #familybusiness #entrepreneur #CPA #taxplanning #exitplanning #401k #familyoffice
- Role
- Member of the Board of Advisors at The Retirement Plan Company, Llc
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Billy Amberg
I started my own charity when I was only twelve years old. That charity raised $4,800…
Experience
Member of the Board of Advisors
The Retirement Plan Company, Llc
Feb 2025 — Present · Atlanta, GA, US
Act as a voice for retirement plan advisors in helping shape The Retirement Plan Company\'s offerings and services in the retirement plan industry.
Education
Presbyterian College
Bachelor of Science (BS), Economics and Management
2010 — 2014
UNC Kenan-Flagler Business School
Master of Business Administration - MBA, Finance, General
Guizhou University
International Business
2011 — 2011
UNC Kenan-Flagler Business School
Master of Business Administration (MBA), Financial Planning and Services
2018 — 2020
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