Mark Lichtenfeld Location
New Jersey, United States
Mark Lichtenfeld Work
- 2019 - now Partner @ Transcend Wealth Collective
- 2009 - 2019 Private Wealth Advisor, Senior Portfolio Manager, Managing Director - Wealth Management @ UBS Group AG
- 2006 - 2009 Senior Portfolio Manager, Senior Vice President - Investments @ Morgan Stanley
- 2001 - 2006 Senior Vice President - Investments @ RBC Wealth Management
- 1997 - 2001 Vice President - Investments @ Tucker Anthony, Inc.
- 1996 - 1997 Financial Advisor in Training @ Wells Fargo
- 1994 - 1996 Management Training Program @ The Savoir Club - Executive Knowledge Sharing
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
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 2 emails and 1 mobile phone numbers on RocketReach.
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Others Named Mark Lichtenfeld
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Mark Lichtenfeld
Partner at Transcend Capital Advisors
New Jersey, United States25+
Top Transcend Wealth Collective Employees
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Bradford Vannelli
Partner at Transcend Wealth Collective
Birmingham, MI, US22 -
Mark Lichtenfeld
Partner at Transcend Wealth Collective
New Jersey, United States25+ -
Rick McRae
Vice President at Transcend Wealth Collective
New York, NY, US11 -
Jonathan Harris
Partner at Transcend Wealth Collective
United States13
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