Mark Cecchini Email & Phone Number
Part-Time Instructor, Income Taxation in Personal Financial Planning @ UCLA Extension
Mark Cecchini Location
Pennsylvania, United States
Mark Cecchini Work
- 2024 - now Director of Wealth Solutions | Wealth Advisor @ Quadrant Capital
- 2019 - now Part-Time Instructor, Income Taxation in Personal Financial Planning @ UCLA Extension
- 2020 - now Part-Time Instructor, Ethics in Financial Planning @ UCLA Extension
- 2022 - 2024 VP, Wealth Advisor @ Compound
- 2021 - 2022 Private Client Advisor @ Rockwood Wealth Management
- 2018 - 2020 Senior Associate | Family Office Services @ Aspiriant
- 2018 - 2018 Senior Manager | Client Advisor @ SBSB Financial Advisors
- 2016 - 2017 Manager | Client Advisor @ SBSB Financial Advisors
- 2015 - 2016 Senior Associate Financial Planner @ SBSB Financial Advisors
- 2013 - 2015 Associate Financial Planner @ SBSB Financial Advisors
Mark Cecchini Education
- Virginia Polytechnic Institute and State University - Pamplin College of Business
Finance (Financial Planning)
2009 - 2013
Mark Cecchini Skills
- Key Client Relationships
- Tax Planning
- Investment Management
- Tax
- Financial Planning
- Strategic Financial Planning
- Social Media
- Financial Analysis
- Project Planning
- Finance
Mark Cecchini Summary
Mark Cecchini, based in Pennsylvania, United States, is currently a Part-Time Instructor, Income Taxation in Personal Financial Planning at UCLA Extension. Mark Cecchini brings experience from previous roles at Quadrant Capital, UCLA Extension, Compound and Rockwood Wealth Management. Mark Cecchini holds a 2009 - 2013 Finance in Financial Planning @ Virginia Polytechnic Institute and State University - Pamplin College of Business. With a robust skill set that includes Key Client Relationships, Tax Planning, Investment Management, Tax, Financial Planning and more. Mark Cecchini has 2 emails and 2 mobile phone numbers on RocketReach.
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