Mark Colgan Email & Phone Number
Founder @ Plan Your Legacy, LLC
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Mark Colgan Location
- New York, United States
Mark Colgan Work
- President + Wealth Advisor @ (May 2014 - Present)
- Founder @ (January 2002 - Present)
- Company Owner @ Colgan Capital (January 2000 - May 2014)
- Investment Consultant @ (January 1995 - January 1999)
Mark Colgan Education
- Rochester Institute of Technology
BS (Finance)
1990-1992 - State University of New York College at Potsdam
Economics
1989-1990
Mark Colgan Skills
- Strategic Financial Planning
- Investments
- Finance
- Estate Planning
- Marketing
- Retirement
- Insurance
- Project Planning
- Financial Services
- Securities
- Strategic Financial
Mark Colgan Summary
- Mark Colgan, based in New York, United States, is currently a Founder at Plan Your Legacy, LLC. Mark Colgan brings experience from previous roles at Montage Wealth Mgmt, Colgan Capital and McDonald Investments. Mark Colgan holds a 1990 - 1992 BS in Finance @ Rochester Institute of Technology. With a robust skill set that includes Strategic Financial Planning, Investments, Finance, Estate Planning, Marketing and more. Mark Colgan has 2 emails and 2 mobile phone numbers on RocketReach.
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