Mark Cecchini Email & Phone Number
Part-Time Instructor, Income Taxation in Personal Financial Planning @ UCLA Extension
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Mark Cecchini Location
- Pennsylvania, United States
Mark Cecchini Work
- 2024 -now Director of Wealth Solutions | Wealth Advisor @
- 2019 -now Part-Time Instructor, Income Taxation in Personal Financial Planning @
- 2020 -now Part-Time Instructor, Ethics in Financial Planning @
- 2022 -2024 VP, Wealth Advisor @
- 2021 -2022 Private Client Advisor @
- 2018 -2020 Senior Associate | Family Office Services @
- 2018 -2018 Senior Manager | Client Advisor @
- 2016 -2017 Manager | Client Advisor @
- 2015 -2016 Senior Associate Financial Planner @
- 2013 -2015 Associate Financial Planner @
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
- Data Analysis
- Market Research
- Retirement Planning
- Microsoft Word
- Microsoft Excel
- PowerPoint
- Microsoft Office
- Customer Service
- Public Speaking
- Time Management
- Leadership
- Critical Thinking
- Teamwork
- Client Relations
- Spanish
- Junxure
- MindManager
- Certified Financial Planner
- Fiduciary Services
- Cash Flow Management
- Estate Tax Planning
- Symphony Profiler
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 3 mobile phone numbers on RocketReach.
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