Mark Carley Email & Phone Number
Managing Director @ Lexington Wealth Management
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Mark Carley Location
- Waltham, MA, US
Mark Carley Work
- Managing Director @ (January 2012 - Present)
- Adjunct Professor @ (January 1998 - May 2019)
- Director Client Management @ Wells Fargo Family Wealth (September 1997 - December 2011)
- Director Personal Financial Services @ (January 1996 - January 1997)
- Director Personal Financial Services @ (August 1982 - July 1996)
- Accountant @ Firestone Tire & Rubber Company Foam Products Division (January 1976 - January 1982)
- Junior Accountant @ Adams Drug, Inc (January 1975 - January 1976)
Mark Carley Education
- Bryant University
MBA
1977-1980 - Providence College
B.S. (Accounting)
1972-1975
Mark Carley Skills
- Estate Planning
- Asset Allocation
- Wealth Management
- Tax
- Financial Services
- Financial Advisory
- Strategic Financial Planning
- CRM
- Investments
- Portfolio Management
- Investment Strategies
- Asset Management
- Wealth
- Alternative Investments
- Financial Planning
- Management
- Financial Analysis
- Finance
- PowerPoint
- Strategic Financial
- Project Management
- Leadership
- Teaching
- Sales
- Marketing
- Science
Mark Carley Summary
- Mark Carley, based in Waltham, MA, US, is currently a Managing Director at Lexington Wealth Management. Mark Carley brings experience from previous roles at Bentley University, Wells Fargo Family Wealth and Coopers & Lybrand. Mark Carley holds a 1977 - 1980 MBA @ Bryant University. With a robust skill set that includes Estate Planning, Asset Allocation, Wealth Management, Tax, Financial Services and more. Mark Carley has 2 emails and 1 mobile phone numbers on RocketReach.
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