Mark Speedy Email & Phone Number
Partner and CFP® Practitioner
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Mark Speedy Location
- Pittsburgh, PA, US
Mark Speedy Work
- 2013 -now Partner and CFP® Practitioner @ TD&S Advisors
- 2010 -2013 CFP® Practitioner @ T&D Advisors, Inc.
- 2008 -2010 Assistant Portfolio Officer @ BNY Mellon Private Wealth Management
- 2004 -2008 Portfolio Administrator @ BNY Mellon Private Wealth Management
- 2003 -2004 Assistant Manager @ Mellon/Citizens Financial Corporation
- 2000 -2003 Relationship Banker @ Mellon/Citizens Financial Corporation
Mark Speedy Education
- Certified Financial Planner Board of Standards, Inc.
CERTIFIED FINANCIAL PLANNER™ Certification
- Duquesne University
Executive Certificate in Financial Planning (Leadership and Professional Development)
- Allegheny College
Bachelor of Science (Psychology (Major) and Communication Arts (Minor))
Mark Speedy Skills
- Portfolio Management
- Banking
- Wellness
- Trust Services
- Mergers
Mark Speedy Summary
- Mark Speedy, based in Pittsburgh, PA, US, is currently a Partner and CFP® Practitioner at TD&S Advisors. Mark Speedy brings experience from previous roles at T&D Advisors, Inc., BNY Mellon Private Wealth Management and Mellon/Citizens Financial Corporation. Mark Speedy holds a CERTIFIED FINANCIAL PLANNER™ Certification @ Certified Financial Planner Board of Standards, Inc.. With a robust skill set that includes Portfolio Management, Banking, Wellness, Trust Services, Mergers and more. Mark Speedy has 2 emails and 2 mobile phone numbers on RocketReach.
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Mark Speedy
Partner and CFP® Practitioner
Pittsburgh, PA, US
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