Mark Whitley Email & Phone Number
Senior Vice President and Managing Director Pinnacle Asset Management | Financial Advisor, RJFS @ Pinnacle Financial Partners
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Mark Whitley Location
- Charlotte, NC, US
Mark Whitley Work
- Senior Vice President and Managing Director Pinnacle Asset Management | Financial Advisor, RJFS @ (July 2020 - Present)
- Senior Financial Advisor, Senior Vice President - Investments @ (January 2020 - July 2020)
- Senior Financial Advisor, Firs Vice President - Investments @ (January 2019 - December 2019)
- Assistant Vice President - Investments @ (November 2014 - December 2018)
- Financial Advisor Portfolio Advisor @ (June 2011 - November 2014)
- Independent Financial Advisor @ (May 2005 - June 2011)
- Financial Planner @ (February 2001 - May 2005)
Mark Whitley Education
- Rowan - Cabarrus Community College
(Economics)
1994-1996
Mark Whitley Skills
- Finance
- Financial Services
- Insurance
- Investment Planning
- Investments
- Retirement Planning
- Securities
- Banking
- Wealth Management
- Financial Planning
Mark Whitley Summary
- Mark Whitley, based in Charlotte, NC, US, is currently a Senior Vice President and Managing Director Pinnacle Asset Management | Financial Advisor, RJFS at Pinnacle Financial Partners. Mark Whitley brings experience from previous roles at Wells Fargo Advisors and Merrill Lynch. Mark Whitley holds a 1994 - 1996 Rowan - Cabarrus Community College. With a robust skill set that includes Finance, Financial Services, Insurance, Investment Planning, Investments and more. Mark Whitley has 2 emails and 1 mobile phone numbers on RocketReach.
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