Matt Payne

Baker Tilly Wealth Management, LLC

Role: Senior Advisor, Wealth at Baker Tilly US
Location: Houston, TX, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Matt Payne

As a Senior Advisor at Baker Tilly Wealth Management - Retirement Plan Services, I…

Experience

Senior Advisor, Wealth
Baker Tilly US
Aug 2017 — Present · Houston, TX, US
Institutional Retirement Plan Services

Skills

Asset Management
Defined Benefit
401k
Retirement Planning
Financial Services
Finance
Retirement
Customer Service
Strategic Planning
Process Improvement
401(K) Retirement Savings Plans
Due Diligence
Microsoft Office

Contact information

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Work email
•••••@bakertilly.com
Personal email
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Current company

Baker Tilly US

Accounting · 11K employees · Chicago, Illinois, United States

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Seattle, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.  Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 143 territories, with more than 50,000 professionals and a combined worldwide revenue of $6.8 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

bakertilly.com

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About Matt Payne

Experience

Senior Advisor, Wealth

Skills

Find verified contacts for anyone on LinkedIn