Mark Stephany Email & Phone Number
Wealth Management Consultant @ RBC Wealth Management
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Mark Stephany Location
- Rochester, NY, US
Mark Stephany Work
- Wealth Management Consultant @ (April 2025 - Present)
- Equipment Finance Specialist-Vendor Program Management @ (January 2024 - April 2025)
- Equipment Finance Specialist for RBC Wealth Management @ (August 2017 - January 2024)
- Lending Solutions Specialist for Architecture, Engineering, Construction, and Accounting Firms (AEC) @ (January 2015 - August 2017)
- Financial Advisor, CSNA @ (September 2012 - January 2015)
- Premier Relationship Manager @ (July 2007 - September 2012)
- Senior Relationship Manager @ (June 2006 - June 2007)
- Regional Finance Director @ (October 2002 - June 2006)
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
- Team Building
- Cash Flow Lending
- Commercial Leasing
- Financial Services
- Strategic Planning
- Process Improvement
- Loans
- Microsoft Office
- Wealth Management
- Portfolio Management
- Microsoft Excel
- Accounting
- Engineering
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 3 emails and 2 mobile phone numbers on RocketReach.
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