Mark Andersen Email & Phone Number
Partner @ Cerity Partners
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Mark Andersen Location
- Boston, MA, US
Mark Andersen Work
- Partner @ (August 2022 - Present)
- Senior Wealth Advisor @ (June 2020 - August 2022)
- Vice President - Sr. Wealth Strategist and Relationship Manager @ (January 2013 - June 2020)
- Trusts and Estates Associate @ (January 2010 - January 2013)
- Law Clerk @ Brennan Dain Le Ray Wiest Torpy & Garner PC (May 2007 - March 2009)
- Assistant Vice President @ (February 2005 - June 2006)
- Associate Auditor I @ (August 2004 - February 2005)
- Financial Management Program @ (July 2002 - July 2004)
Mark Andersen Education
- Boston College
Doctor of Jurisprudence
2006-2009 - Syracuse University
Bachelor of Arts (Economics, Finance)
1998-2002
Mark Andersen Skills
- Estate Administration
- Estate Planning
- PowerPoint
- Public Speaking
- Corporate Finance
- Estate Tax Planning
- Financial Planning
- Tax
- Portfolio Management
- Legal Writing
- Finance
- Strategy
- Wealth Management
- Trust Administration
- Strategic Financial Planning
- Real Estate
- Microsoft Excel
- Trusts
- Financial Analysis
- Management
- Financial Reporting
- Project Management
- Due Diligence
- Trust Services
Mark Andersen Summary
- Mark Andersen, based in Boston, MA, US, is currently a Partner at Cerity Partners. Mark Andersen brings experience from previous roles at Wilmington Trust, Nutter McClennen & Fish LLP and Brennan Dain Le Ray Wiest Torpy & Garner PC. Mark Andersen holds a 2006 - 2009 Doctor of Jurisprudence @ Boston College. With a robust skill set that includes Estate Administration, Estate Planning, PowerPoint, Public Speaking, Corporate Finance and more. Mark Andersen has 2 emails and 2 mobile phone numbers on RocketReach.
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