Mark Petrick Location
West Chester, PA, US
Mark Petrick Work
- 2023 - now Client Manager @ Pathstone
- 2019 - 2023 Assistant Portfolio Manager @ Veritable, LP
- 2018 - 2019 Operations Analyst @ SEI
- 2017 - 2018 Financial Services Intern @ Wealth Management Solutions
- 2016 - 2016 Marketing Intern @ T.O. Epps & Associates, Inc.
- 2015 - 2015 Volunteer Income Tax Assistant @ Champlain Valley Office of Economic Opportunity
- 2014 - 2015 Grocery Associate @ GIANT Food Stores, LLC
Mark Petrick Education
- West Chester University of Pennsylvania
Bachelor’s Degree (Business Management, Minor in Finance)
2018
Mark Petrick Skills
- Leadership
- Teamwork
- Project Management
- PowerPoint
- Research
- Business Analysis
- Microsoft Excel
- Public Speaking
- Team Leadership
- Time Management
Mark Petrick Summary
Mark Petrick, based in West Chester, PA, US, is currently a Client Manager at Pathstone. Mark Petrick brings experience from previous roles at Veritable, LP, SEI, Wealth Management Solutions and T.O. Epps & Associates, Inc.. Mark Petrick holds a Bachelor’s Degree in Business Management, Minor in Finance @ West Chester University of Pennsylvania. With a robust skill set that includes Leadership, Teamwork, Project Management, PowerPoint, Research and more. Mark Petrick has 1 emails and 1 mobile phone numbers on RocketReach.
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