Mark Rau Email & Phone Number
Wealth Management Advisor @ TIAA
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Mark Rau Location
- Baltimore, MD, US
Mark Rau Work
- Wealth Management Advisor @ (March 2013 - Present)
- Wealth Management, Private Banking, Financial Advisor @ (February 2005 - March 2013)
- Financial Advisor @ (September 2002 - January 2005)
Mark Rau Education
- Northeastern University
Master of Science (MS) (Finance)
2017-2020 - Loyola University Maryland
Bachelor of Arts (B.A.)
2000-2003 - New York University
Certified Financial Planner
- Calvert Hall College High School
Mark Rau Skills
- Nonprofits
- Estate Planning
- Strategic Financial Planning
- Retirement Planning
- Wealth Management
- Finance
- Investment Advisory
- Private Banking
- Series 7
- Investments
- Retirement
- Life Insurance
- Asset Allocation
- Securities
- Financial Advisory
- 401k
- Investment Management
- Insurance
- Mutual Funds
- Financial Services
- Investment Strategies
- Portfolio Management
- Risk Management
- Financial Analysis
- Strategic Planning
- Financial Goals
- Analytical Skills
- Banking
- Strategy
- Charities
- Trusts
- Funding
- Leadership
- Business Relationship Management
- Trust Services
- Charitable Trusts
- Uniform Combined State Law
- IRAs
- Certified Financial Planner
- Wealth Management Services
- 401k Rollovers
- Wealth Accumulation
- Trust Management
- Personal Financial Planning
- Qualified Retirement Plans
- Retirement Income Strategies
- HNW
- Multi-generational wealth transfer
- Wealth Transfer
- Wealth Preservation Planning
Mark Rau Summary
- Mark Rau, based in Baltimore, MD, US, is currently a Wealth Management Advisor at TIAA. Mark Rau brings experience from previous roles at Wells Fargo Advisors and American Express. Mark Rau holds a 2017 - 2020 Master of Science (MS) in Finance @ Northeastern University. With a robust skill set that includes Nonprofits, Estate Planning, Strategic Financial Planning, Retirement Planning, Wealth Management and more. Mark Rau has 3 emails and 1 mobile phone numbers on RocketReach.
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