First Vice President - Investment Officer and Director of Research @ (January 2020 - February 2025)
Vice President - Investment Officer @ (June 2017 - January 2020)
AVP and Investment Office @ (January 2013 - January 2017)
Investment Officer and Trader @ (June 2009 - January 2013)
Credit Analyst @ (January 2009 - June 2009)
Mark Gendreau Education
Bryant University
Financial Planning Certificate Program (Financial Planning)
2011-2013
University of Massachusetts Dartmouth
MBA (Business Management)
2005-2008
University of Massachusetts, Amherst 1997-2001
B.M.C. Durfee High School 1993-1997
Mark Gendreau Skills
Asset Allocation
Entrepreneurship
Financial Analysis
Strategic Planning
Investments
New Business Development
Mutual Funds
Equities
401k
Negotiation
Small Business
Underwriting
Insurance
Portfolio Management
Marketing
Trading
Fixed Income
Business Development
Business Analysis
Microsoft Office
Customer Service
Mark Gendreau Summary
Mark Gendreau, based in Swansea, MA, US, is currently a Senior Vice President - Chief Investment Officer at Plimoth Investment Advisors. Mark Gendreau brings experience from previous roles at Plimoth Investment Advisors. Mark Gendreau holds a 2011 - 2013 Financial Planning Certificate Program in Financial Planning @ Bryant University. With a robust skill set that includes Asset Allocation, Entrepreneurship, Financial Analysis, Strategic Planning, Investments and more. Mark Gendreau has 2 mobile phone numbers on RocketReach.
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