Mike Banks
- Role
- Chief Financial Officer at Venturi Private Wealth
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Mike Banks
Significant wealth is different – in both its opportunities and challenges. We are…
Experience
Chief Financial Officer
Jun 2016 — Present
We are a multi-generational platform RIA firm providing comprehensive financial services. Ensuring secure, scalable systems is critical to ensure prudent management of client assets. Additionally, fiduciary oversight and financial management of the firm, infrastructure development, and proper controls are key focuses as we plan for continued growth. We also assist our clients with business advisory needs related to pre-M&A consulting, valuation, and general operational finance and accounting.
Education
Texas A&M University
B.S., Mechanical Engineering
Texas McCombs School of Business
M.B.A., Finance & Management
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.