Mark Cecchini Email & Phone Number
Instructor, Income Taxation in Personal Financial Planning @ UCLA Extension
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Mark Cecchini Location
- Pennsylvania, United States
Mark Cecchini Work
- Director of Wealth Solutions | Wealth Advisor @ (May 2024 - Present)
- Instructor, Income Taxation in Personal Financial Planning @ (September 2019 - Present)
- Instructor, Ethics in Personal Financial Planning @ (February 2020 - Present)
- VP, Wealth Advisor @ (November 2022 - May 2024)
- Senior Associate | Multi-Family Office @ (June 2018 - June 2020)
- Senior Manager | Client Advisor @ (January 2018 - March 2018)
- Manager | Client Advisor @ (October 2016 - December 2017)
- Senior Associate Financial Planner @ (July 2015 - October 2016)
- Associate Financial Planner @ (July 2013 - June 2015)
Mark Cecchini Education
- Virginia Tech - 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 Instructor, Income Taxation in Personal Financial Planning at UCLA Extension. Mark Cecchini brings experience from previous roles at Quadrant Capital, UCLA Extension, Compound and Aspiriant. Mark Cecchini holds a 2009 - 2013 Finance in Financial Planning @ Virginia Tech - 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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