Mark Stephany Location
Rochester, NY, US
Mark Stephany Work
- 2025 - now Wealth Management Consultant @ RBC Wealth Management
- 2024 - 2025 Equipment Finance Specialist-Vendor Program Management @ First American Equipment Finance
- 2017 - 2024 Equipment Finance Specialist for RBC Wealth Management @ First American Equipment Finance
- 2015 - 2017 Lending Solutions Specialist for Architecture, Engineering, Construction, and Accounting Firms (AEC) @ First American Equipment Finance
- 2012 - 2015 Financial Advisor, CSNA @ Merrill Lynch
- 2007 - 2012 Premier Relationship Manager @ HSBC
- 2006 - 2007 Senior Relationship Manager @ JPMorgan Chase & Co.
- 2002 - 2006 Regional Finance Director @ Camping World
Mark Stephany Education
- State University of New York College at Cortland
Bachelor's Degree (Elementary Education (K-6) and K-12 Spanish)
1991 - 1993 - Monroe Community College
(Psychology, Education, and Spanish)
1988 - 1991
Mark Stephany Skills
- Complex Sales
- Business Development
- Account Management
- Sales Management
- Finance
- Sales
- Leadership
- Management
- Networking
- Customer Experience
Mark Stephany Summary
Mark Stephany, based in Rochester, NY, US, is currently a Wealth Management Consultant at RBC Wealth Management. Mark Stephany brings experience from previous roles at First American Equipment Finance and Merrill Lynch. Mark Stephany holds a 1991 - 1993 Bachelor's Degree in Elementary Education (K-6) and K-12 Spanish @ State University of New York College at Cortland. With a robust skill set that includes Complex Sales, Business Development, Account Management, Sales Management, Finance and more. Mark Stephany has 2 emails and 1 mobile phone numbers on RocketReach.
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