Mark Lichtenfeld Email & Phone Number
Partner @ Transcend Wealth Collective
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Mark Lichtenfeld Location
- New Jersey, United States
Mark Lichtenfeld Work
- 2019 -now Partner @
- 2009 -2019 Private Wealth Advisor, Senior Portfolio Manager, Managing Director - Wealth Management @
- 2006 -2009 Senior Portfolio Manager, Senior Vice President - Investments @
- 2001 -2006 Senior Vice President - Investments @
- 1997 -2001 Vice President - Investments @ Tucker Anthony, Inc.
- 1996 -1997 Financial Advisor in Training @
- 1994 -1996 Management Training Program @
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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