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
- 2024 -now Director of Wealth Solutions | Wealth Advisor @
- 2019 -now Instructor, Income Taxation in Personal Financial Planning @
- 2020 -now Instructor, Ethics in Personal Financial Planning @
- 2022 -2024 VP, Wealth Advisor @
- 2018 -2020 Senior Associate | Multi-Family Office @
- 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 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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