Mark Whitney Email
Senior Financial Advisor; Managing Director—Investments @ Wells Fargo Advisors
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Mark Whitney Location
- Manchester, NH, US
Mark Whitney Work
- 2022 -now Senior Financial Advisor; Managing Director—Investments @
- 2010 -2022 Wealth Management Advisor, Senior Vice President @
- 2007 -2010 Financial Advisor @
- 2001 -2007 Managing Member--Waterfront Real Estate Development @ Family Thyme LLC
- 1997 -2001 Advanced Planning Consultant @
- 1996 -1997 Business and Estate Consultant @
Mark Whitney Education
- University of Florida - Fredric G. Levin College of Law
Master of Laws (Tax)
1995-1996 - Regent University
Juris Doctor (J.D.)
1992-1994 - University of West Florida
Master of Business Administration (MBA) (Finance)
1990-1991 - Pensacola Christian College
Bachelor of Science (Business Administration)
1984-1988
Mark Whitney Skills
- Leadership
- Investments
- Client Relationships
- Non-Profit Wealth Advising
- Family Business Ownership
- Family Wealth Planning
- Business Retirement Plans
- Retirement Income
- Generational Planning
- Income Planning
- Corporate Executive Advising
- Widow Transition Planning
- Non Profit Wealth Advising
- Business Development
- Sales
- Wealth Management
- Banking
- Customer Service
- Business Administration
- Marketing
Mark Whitney Summary
- Mark Whitney, based in Manchester, NH, US, is currently a Senior Financial Advisor; Managing Director—Investments at Wells Fargo Advisors. Mark Whitney brings experience from previous roles at Merrill Lynch, UBS, Family Thyme LLC and New York Life Insurance Company. Mark Whitney holds a 1995 - 1996 Master of Laws in Tax @ University of Florida - Fredric G. Levin College of Law. With a robust skill set that includes Leadership, Investments, Client Relationships, Non-Profit Wealth Advising, Family Business Ownership and more. Mark Whitney has 2 emails on RocketReach.
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