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
- 2020 -now Senior Vice President and Managing Director Pinnacle Asset Management | Financial Advisor, RJFS @
- 2020 -2020 Senior Financial Advisor, Senior Vice President - Investments @
- 2019 -2019 Senior Financial Advisor, Firs Vice President - Investments @
- 2014 -2018 Assistant Vice President - Investments @
- 2011 -2014 Financial Advisor Portfolio Advisor @
- 2005 -2011 Independent Financial Advisor @
- 2001 -2005 Financial Planner @
Mark Whitley Education
- Rowan - Cabarrus Community College
(Economics)
1994-1996
Mark Whitley Skills
- Securities
- Investments
- Banking
- Finance
- Retirement Planning
- Insurance
- Financial Services
- Investment Planning
- 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 Securities, Investments, Banking, Finance, Retirement Planning and more. Mark Whitley has 2 emails and 1 mobile phone numbers on RocketReach.
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