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Mark Distefano Location
Boston, MA, US
Mark Distefano Work
Associate Advisor @ (October 2026 - Present)
Associate Financial Planner @ (November 2025 - October 2026)
Financial Planner @ (October 2024 - November 2025)
Portfolio Manager: Archway Investment Fund @ (September 2023 - June 2024)
Financial Advisor Intern @ (June 2023 - August 2023)
Mark Distefano Education
Bryant University
Bachelor of Business Administration - BBA (Finance, General)
Lincoln-Sudbury Regional High School
High School Diploma
Mark Distefano Skills
Finance
Financial Accounting
Financial Analysis
Financial Modeling
Investments
Microsoft Excel
Microsoft PowerPoint
Mark Distefano Summary
Mark Distefano, based in Boston, MA, US, is currently a Associate Advisor at Baystate Financial. Mark Distefano brings experience from previous roles at Carr Financial Group, Baystate Financial, Bryant University and Strategic Retirement Partners. Mark Distefano holds a Bachelor of Business Administration - BBA in Finance, General @ Bryant University. With a robust skill set that includes Finance, Financial Accounting, Financial Analysis, Financial Modeling, Investments and more. Mark Distefano has 1 emails on RocketReach.
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