Mark Peloquin Email & Phone Number
Channel Development Advisor (CDA and Wholesaler) for Wealth Management @ PNC
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Mark Peloquin Location
- Westminster, MD, US
Mark Peloquin Work
- 2011 -now Channel Development Advisor (CDA and Wholesaler) for Wealth Management @
- 2009 -2011 Private Client Group Relationship Manager @
- 2008 -2009 Communications Consultant @
- 2007 -2008 Senior RFP Writer @
- 2002 -2007 RFP Writer @ Legg Mason Institutional Funds
- 1999 -2002 Associate Planner @ Main Street Advisors,LLC
Mark Peloquin Education
- University of Baltimore
Bachelor of Business Administration (BBA) (Business Administration, Management and Operations)
1990-1993 - The Community College of Baltimore County
Associate of Arts (A.A.) (Business Administration, Management and Operations)
1987-1990
Mark Peloquin Skills
- Banking
- Management
- Investment Management
- Equities
- Portfolio Management
- Series 63
- Fixed Income
- Strategic Financial Planning
- 401k
- Cash Management
- Retirement
- Securities
- Series 7
- Wealth Management
- Estate Planning
- Trust Services
- Finance
- Sales
- Customer Service
- Retirement Planning
- Investments
- Strategic Planning
- Budgets
- Asset Allocation
- Financial Analysis
- Financial Services
- Mutual Funds
- Asset Management
- Financial Advisory
- Uniform Combined State Law
- Insurance
- Series 66
Mark Peloquin Summary
- Mark Peloquin, based in Westminster, MD, US, is currently a Channel Development Advisor (CDA and Wholesaler) for Wealth Management at PNC Financial Services. Mark Peloquin brings experience from previous roles at PNC Financial Services Group, T Rowe Price, T. Rowe Price and Legg Mason Institutional Funds. Mark Peloquin holds a 1990 - 1993 Bachelor of Business Administration (BBA) in Business Administration, Management and Operations @ University of Baltimore. With a robust skill set that includes Banking, Management, Investment Management, Equities, Portfolio Management and more. Mark Peloquin has 1 emails and 2 mobile phone numbers on RocketReach.
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