Mark Lichtenfeld Email & Phone Number
Partner @ Transcend Wealth Collective
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Mark Lichtenfeld Location
- New Jersey, United States
Mark Lichtenfeld Work
- Partner @ (January 2019 - Present)
- Private Wealth Advisor, Senior Portfolio Manager, Managing Director - Wealth Management @ (February 2009 - January 2019)
- Senior Portfolio Manager, Senior Vice President - Investments @ (January 2006 - February 2009)
- Senior Vice President - Investments @ (December 2001 - January 2006)
- Vice President - Investments @ Tucker Anthony, Inc. (December 1997 - December 2001)
- Financial Advisor in Training @ (June 1996 - December 1997)
- Management Training Program @ (June 1994 - June 1996)
Mark Lichtenfeld Education
- Rutgers University–New Brunswick
BA (Political Science, Economics)
1990-1994
Mark Lichtenfeld Skills
- Leadership
- Microsoft Office
- Business Development
- Investments
- Finance
- Client Relationships
- Credit
- Asset Management
- Financial Modeling
- Loans
- Bonds
- Mutual Funds
- Emploi
- Recrutement Cdd
- Wealth Management Services
- National Security
Mark Lichtenfeld Summary
- Mark Lichtenfeld, based in New Jersey, United States, is currently a Partner at Transcend Capital Advisors. Mark Lichtenfeld brings experience from previous roles at UBS, Morgan Stanley, RBC Wealth Management and Tucker Anthony, Inc.. Mark Lichtenfeld holds a 1990 - 1994 BA in Political Science, Economics @ Rutgers University–New Brunswick. With a robust skill set that includes Leadership, Microsoft Office, Business Development, Investments, Finance and more. Mark Lichtenfeld has 1 emails and 2 mobile phone numbers on RocketReach.
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Mark Lichtenfeld
Partner
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