Mark Monahan Email & Phone Number
Chief Executive Officer
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Mark Monahan Location
- Boston, MA, US
Mark Monahan Work
- 2024 - now Financial Advisor @
- 2024 - now Financial Advisor @
- 2024 - now Chief Executive Officer @ Minot Insurance Agency
- 2015 - 2024 Senior Account Executive @
- 2015 - 2024 Financial Advisor @
- 2015 - 2015 Investment Advisor Representative @ Boston Partners Financial Group, LLC
- 2015 - 2015 Personal Banker @
- 2014 - 2015 Personal Banker @
- 2013 - 2014 Sales and Service Specialist @
- 2010 - 2013 Parts Manager @ Monahan's Marine
- 2005 - 2010 EasyTech @
Mark Monahan Education
- Fitchburg State University
Bachelor of Science, Business Management, Economics (Business Management, Economics)
2010 - 2010 - Gardner High School 2001 - 2004
Mark Monahan Skills
- Leadership
- Team Building
- Banking
- Public Speaking
- Purchasing
- Fixed Annuities
- Economics
- Insurance
- Retirement Planning
- Sales
- Purchase Orders
- Cold Calling
- Order Management
- Portfolio Management
- IRAs
- Forecasting
- Customer Satisfaction
- Investments
- Communication Skills
- Variable Annuities
- Competitive Analysis
- Finance
- Team Leadership
- Lead Generation
- Series 66
- Asset Allocation
- Wealth Management
- Equities
- Mutual Funds
- Visual Basic
- Business Planning
- Microsoft Office
- Investment Strategies
- Marketing
- New Business Development
- College Savings Plans
- Social Networking
- Training
- Time Management
- Economic Development
- Customer Service
- Social Media Marketing
- Email Marketing
- Newsletters
- Management
- Teamwork
- 401k Rollovers
- Financial Statements
- Coaching
- ETFs
- Research
- Inventory Management
- Health Insurance
- International Economics
- Inventory Control
- Analysis
- Series 7
- Employee Benefits
Mark Monahan Summary
- Mark Monahan, based in Boston, MA, US, is currently a Chief Executive Officer at Minot Insurance Agency. Mark Monahan brings experience from previous roles at Crosspoint Financial Advisors, LLC, LPL Financial, Advent Benefit Consultants, Inc. and Advent Financial Planners. Mark Monahan holds a 2010 - 2010 Bachelor of Science, Business Management, Economics in Business Management, Economics @ Fitchburg State University. With a robust skill set that includes Leadership, Team Building, Banking, Public Speaking, Purchasing and more. Mark Monahan has 4 emails and 1 mobile phone numbers on RocketReach.
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