Mark Benedict

New London County, Connecticut, United States
Morgan Stanley

Providence College

1986-1990
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About

Areas of focus: Retirement Income Planning, Retirement Planning, Family Wealth Planning, Annuities, Long Term Care, Financial Planning, Life Insurance

Mark Benedict In Short

Mark Benedict is a highly experienced financial professional with 33.4 years of work experience. He specializes in retirement income planning, family wealth planning, and retirement planning. Mark has worked at reputable financial institutions such as Morgan Stanley and Merrill Lynch, where he held senior positions in portfolio management and financial advisory. He also has experience at Penn Mutual, where he worked in financial planning and estate and insurance planning. Mark's expertise and extensive background make him a valuable asset in the financial services industry.

Mark Benedict's Professional Milestones

  • Senior Vice President | Portfolio Manager | Financial Advisor (2008-11-01~): Successfully spearheaded cost-saving initiatives and increased profitability through strategic portfolio management and financial advisor practices.
  • Vice President | Certified Financial Manager | Financial Advisor (1991-05-01~2008-11-01): Driving financial excellence and achieving financial stability through strategic planning and effective decision-making.
  • Financial Planning | Estate And Insurance Planning (1990-06-01~1991-01-01): Identifying strategic investment opportunities, optimizing retirement opportunities, and maximizing future returns.
  • Senior Vice President | Portfolio Manager | Financial Advisor: Developed strategic financial plans that significantly increased client investment and profitability.

Mark Benedict's Emails and Phone Numbers

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Work Experience

Morgan Stanley

United States

Financial Services

86732
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Merrill Lynch

United States

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Penn Mutual

Horsham,Pennsylvania,United States

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Education

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Skill

Financial Services

Certification (2)

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Frequently asked questions

What is Mark Benedict's email address?

We found 1 Mark Benedict's email addresses

What is Mark Benedict's phone numbers?

We found 2 Mark Benedict's phone numbers

Which social media profiles does Mark Benedict have?

Mark Benedict's social media include: Linkedin, Twitter, 

What company does Mark Benedict work for?

Mark Benedict works for Morgan Stanley

What is Mark Benedict's role in Morgan Stanley?

Mark Benedict's role in Morgan Stanley is Senior Vice President | Portfolio Manager | Financial Advisor

Which industry does Mark Benedict work in?
Mark Benedict works in the industry of Financial Services
Who are Mark Benedict's colleagues?
Mark Benedict's colleagues are Patrick Harty,Thomas Tran,Anuka Moon
What is Mark Benedict's latest job experience?

Mark Benedict's latest job experience is Senior Vice President | Portfolio Manager | Financial Advisor at Morgan Stanley

What is Mark Benedict's latest education?

Mark Benedict's latest education in Providence College

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Mark Benedict is a highly experienced financial professional with 33.4 years of work experience. He specializes in retirement income planning, family wealth planning, and retirement planning. Mark has worked at reputable financial institutions such as Morgan Stanley and Merrill Lynch, where he held senior positions in portfolio management and financial advisory. He also has experience at Penn Mutual, where he worked in financial planning and estate and insurance planning. Mark's expertise and extensive background make him a valuable asset in the financial services industry.
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