Marc Austin Email & Phone Number
Senior Vice President Advisor @ Wealthspire Advisors
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Marc Austin Location
- West Hartford, CT, US
Marc Austin Work
- 2021 -now Senior Vice President Advisor @
- 2004 -2022 Financial Advisor and IAR @
- 1990 -2004 Financial Advisor @
- 1987 -1990 Tax Department @
- 1985 -1987 Senior Accountant @ Kostin and Rufkess Co CPA
Marc Austin Education
- Quinnipiac University - School of Business
BS (Accounting)
1979-1983 - newington High school 1976-1979
Marc Austin Skills
- Estate Planning
- Retirement Planning
- Retirement
- Finance
- Small Business
- Insurance
- Tax
- Financial Planners
- Strategic Financial Planning
- Investments
- Financial Analysis
- Securities
- Wealth Management
- Financial Services
- Mutual Funds
- Series 7
- Financial Advisory
- Life Insurance
- Risk Management
- Financial Modeling
- Portfolio Management
- Asset Allocation
- Investment Advisory
- Alternative Investments
- Long-term Care
- High Net Worth Individuals
- Employee Benefits
- Series 6
- Series 63
- Asset Management
- Investment Management
- Fixed Annuities
- Disability Insurance
- 401k
- Wealth
- Pensions
- Investment Strategies
- Banking
- Equities
- Coaching
- Financial Risk
- Business Planning
- Health Insurance
- Trusts
- Mergers & Acquisitions
- ETFs
- Series 24
- Credit
- IRAs
- Mortgage Lending
- Leadership
- Public Speaking
- Accounting
- Long Term Care
- Research
- Mergers and Acquisitions
Marc Austin Summary
- Marc Austin, based in West Hartford, CT, US, is currently a Senior Vice President Advisor at Wealthspire Advisors. Marc Austin brings experience from previous roles at Private Capital Group, LLC., Sagemark Consulting, CIGNA Healthcare and Kostin and Rufkess Co CPA. Marc Austin holds a 1979 - 1983 BS in Accounting @ Quinnipiac University - School of Business. With a robust skill set that includes Estate Planning, Retirement Planning, Retirement, Finance, Small Business and more. Marc Austin has 2 emails and 2 mobile phone numbers on RocketReach.
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