Mark McPherson Email & Phone Number
President and CEO
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Mark McPherson Location
- Boston, MA, US
Mark McPherson Work
- President and CEO @ ARM Advisory Placement Services (January 2025 - Present)
- Regional Director at Avantax Wealth Management℠ @ Avantax® (February 2023 - February 2025)
- Grow and Development Director and Financial advisor @ (April 2021 - February 2023)
- National Brokerage Manager at First American Insurance Underwriters @ (January 2020 - March 2021)
- Northeast Regional Vice President @ (June 2017 - January 2020)
- Executive Recruiter Insurance and Financial Services @ MRI- The Boston Group (January 2014 - January 2017)
- Vice President of Sales @ (January 2009 - January 2014)
- CVP Recruiting, Retention and Development @ (May 2007 - May 2009)
- Partner @ (August 2004 - May 2007)
- MA @ (January 1998 - July 2004)
Mark McPherson Education
- Sacred Heart University
Psychology and Finance
1992-1997 - Whitman Hanson Regional
High School Diploma (General Studies)
1989-1992
Mark McPherson Skills
- Accident
- Asset Management
- Business Strategy
- Disability Insurance
- Estate Planning
- Executive Management
- Financial Planning
- Fixed Annuities
- Health
- Individual Pension Plans
- Insurance
- Life Insurance
- Mutual Funds
- Retirement Planning
- Variable Annuities
- Wealth Management
- Long-term Care
- Retirement
- 401k
- Investments
- Finance
- Financial Services
- IRAs
- Long Term Care Insurance
- Leadership
- Series 63
- Hold Series 7
- Business Development
- Long Term Care
- Series 24
- Program Management
- Series 6
- Sie
Mark McPherson Summary
- Mark McPherson, based in Boston, MA, US, is currently a President and CEO at ARM Advisory Placement Services. Mark McPherson brings experience from previous roles at Avantax®, Northwestern Mutual, First American Insurance Underwriters and AXA Advisors, LLC. Mark McPherson holds a 1992 - 1997 Psychology and Finance @ Sacred Heart University. With a robust skill set that includes Accident, Asset Management, Business Strategy, Disability Insurance, Estate Planning and more. Mark McPherson has 1 emails and 3 mobile phone numbers on RocketReach.
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