Mark Monahan Email & Phone Number
Chief Executive Officer
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Mark Monahan Location
- Boston, MA, US
Mark Monahan Work
- Financial Advisor @ (November 2024 - Present)
- Financial Advisor @ (November 2024 - Present)
- Chief Executive Officer @ Minot Insurance Agency (November 2024 - Present)
- Senior Account Executive @ (November 2015 - November 2024)
- Financial Advisor @ (November 2015 - November 2024)
- Investment Advisor Representative @ Boston Partners Financial Group, LLC (June 2015 - November 2015)
- Personal Banker @ (March 2015 - June 2015)
- Personal Banker @ (March 2014 - March 2015)
- Sales and Service Specialist @ (November 2013 - March 2014)
- Parts Manager @ Monahan's Marine (May 2010 - November 2013)
- EasyTech @ (April 2005 - May 2010)
Mark Monahan Education
- Gardner High School 2001-2004
- Fitchburg State University
Bachelor of Science (Business Management, Economics)
2010
Mark Monahan Skills
- 401k Rollovers
- Asset Allocation
- Asset Pricing
- Banking
- Business Planning
- Cash Flow Analysis
- College Savings Plans
- Econometrics
- Economic Modeling
- Employee Benefits
- Employee Benefits Design
- Executive Compensation Planning
- Financial Statement Analysis
- Health Insurance
- IRAs
- Insurance
- International Economics
- Investment Strategies
- New Business Development
- Portfolio Management
- Python (Programming Language)
- Quantitative Models
- R (Programming Language)
- Retirement Planning
- Series 66
- Series 7
- Visual Basic
- Wealth Management
- Leadership
- Team Building
- Public Speaking
- Purchasing
- Fixed Annuities
- Economics
- Sales
- Purchase Orders
- Cold Calling
- Order Management
- Forecasting
- Customer Satisfaction
- Investments
- Communication Skills
- Variable Annuities
- Competitive Analysis
- Finance
- Team Leadership
- Lead Generation
- Equities
- Mutual Funds
- Microsoft Office
- Marketing
- Social Networking
- Training
- Time Management
- Economic Development
- Customer Service
- Social Media Marketing
- Email Marketing
- Newsletters
- Management
- Teamwork
- Financial Statements
- Coaching
- ETFs
- Research
- Inventory Management
- Inventory Control
- Analysis
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 2001 - 2004 Gardner High School. With a robust skill set that includes 401k Rollovers, Asset Allocation, Asset Pricing, Banking, Business Planning and more. Mark Monahan has 3 emails and 1 mobile phone numbers on RocketReach.
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