Financial Consultant @ (October 2018 - April 2022)
Associate Financial Consultant @ (July 2017 - October 2018)
Client Service Specialist @ (July 2016 - July 2017)
owner @ Studio Mark Emile (April 2008 - December 2016)
Principal Hardware Engineer @ Appian Communications (January 1999 - January 2002)
Mark Levesque Education
Bishop Guertin High School
Worcester Polytechnic Institute
Mark Levesque Skills
401K Rollovers
Asset Allocation
Charitable Giving
Executive Compensation Planning
Investment Planning
Investments
Planning for Retirement
Small Business Retirement Plans
Strategy
Titling and Beneficiary Designations
Wealth Management
Mark Levesque Summary
Mark Levesque, based in Nashua, NH, US, is currently a Branch Owner and Sr. Financial Consultant at Charles Schwab. Mark Levesque brings experience from previous roles at Charles Schwab and Studio Mark Emile. Mark Levesque holds a Bishop Guertin High School. With a robust skill set that includes 401K Rollovers, Asset Allocation, Charitable Giving, Executive Compensation Planning, Investment Planning and more. Mark Levesque has 2 emails and 2 mobile phone numbers on RocketReach.
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