Marc Rifkin Email & Phone Number
@commonwealth.com
1 phone found area 781
LinkedIn matched
Who is Marc Rifkin? Overview
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Marc Rifkin is listed as Senior Trade Review Principal at Commonwealth Financial Network, a with 1205 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at commonwealth.com, phone signal with area code 781, and a matched LinkedIn profile for Marc Rifkin.
Marc Rifkin previously worked as Trade Review Principal at Commonwealth Financial Network and Senior New Business Principal at Investors Capital. Marc Rifkin holds Master Of Science In Accounting, Accounting And Finance from Bentley University - Mccallum Graduate School Of Business.
Email format at Commonwealth Financial Network
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AeroLeads found 2 current-domain work email signals for Marc Rifkin. Compare company email patterns before reaching out.
About Marc Rifkin
Marc Rifkin is a Senior Trade Review Principal at Commonwealth Financial Network. He possess expertise in mutual funds, securities, alternative investments, series 7, trading and 17 more skills.
Listed skills include Mutual Funds, Securities, Alternative Investments, Series 7, and 18 others.
Marc Rifkin's current company
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Marc Rifkin work experience
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Trade Review Principal
Senior New Business Principal
Supervise and review new brokerage accounts, alternative investments, mutual fund purchases, and annuities for approximately 500 financial advisors throughout the country.
Operations Associate
Fielded incoming calls from representatives and clients and also helped in processing many aspects of the day to day operations. Such as processing ACAT and Non-ACAT transfers, processing alternative investments, opening new brokerage accounts, processing direct business, as well as helped develop business workflows and streamlined certain aspects of the operational process to increase efficiency and decrease cost.
Client Services Representative
Processed various charitable contributions, including checks and the transferring of funds within Fidelity Participated in trading activities of securities and mutual funds Managed incoming donor calls and processed donor contributions
Colleagues at Commonwealth Financial Network
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Adam Barron
Colleague at Commonwealth Financial NetworkUnited States
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SL
Sophia Lanting, Cfp®
Colleague at Commonwealth Financial NetworkGreeley, Colorado, United States
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PD
Patrick Daniel, Mba
Colleague at Commonwealth Financial NetworkWaltham, Massachusetts, United States
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JQ
Joanna Quizon
Colleague at Commonwealth Financial NetworkWaltham, Massachusetts, United States
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TB
Tena Burrell
Colleague at Commonwealth Financial NetworkDallas-Fort Worth Metroplex, United States
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MB
Maria Belen Fabara Jaramillo
Colleague at Commonwealth Financial NetworkEcuador
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CW
Camara Watson
Colleague at Commonwealth Financial NetworkSan Diego, California, United States
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PM
Priscilla Mahabali
Colleague at Commonwealth Financial NetworkBoston, Massachusetts, United States
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CG
Candace G. Kaplan, Cfp®, Rhu, Chfc
Colleague at Commonwealth Financial NetworkBethesda, Maryland, United States
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DK
Derenig Kostikian, Cfp®, Cpfa
Colleague at Commonwealth Financial NetworkUnited States
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Marc Rifkin education
Master Of Science In Accounting, Accounting And Finance
Bachelor Of Science (Bs), Economic/Finance
Frequently asked questions about Marc Rifkin
Quick answers generated from the profile data available on this page.
What company does Marc Rifkin work for?
Marc Rifkin works for Commonwealth Financial Network.
What is Marc Rifkin's role at Commonwealth Financial Network?
Marc Rifkin is listed as Senior Trade Review Principal at Commonwealth Financial Network.
What is Marc Rifkin's email address?
AeroLeads has found 2 work email signals at @commonwealth.com for Marc Rifkin at Commonwealth Financial Network.
What is Marc Rifkin's phone number?
AeroLeads has found 1 phone signal(s) with area code 781 for Marc Rifkin at Commonwealth Financial Network.
Where is Marc Rifkin based?
Marc Rifkin is based in Boston, Massachusetts, United States while working with Commonwealth Financial Network.
What companies has Marc Rifkin worked for?
Marc Rifkin has worked for Commonwealth Financial Network, Investors Capital, and Fidelity Charitable Gift Fund.
Who are Marc Rifkin's colleagues at Commonwealth Financial Network?
Marc Rifkin's colleagues at Commonwealth Financial Network include Adam Barron, Sophia Lanting, Cfp®, Patrick Daniel, Mba, Joanna Quizon, and Tena Burrell.
How can I contact Marc Rifkin?
You can use AeroLeads to view verified contact signals for Marc Rifkin at Commonwealth Financial Network, including work email, phone, and LinkedIn data when available.
What schools did Marc Rifkin attend?
Marc Rifkin holds Master Of Science In Accounting, Accounting And Finance from Bentley University - Mccallum Graduate School Of Business.
What skills is Marc Rifkin known for?
Marc Rifkin is listed with skills including Mutual Funds, Securities, Alternative Investments, Series 7, Trading, Financial Advisory, Uniform Combined State Law, and Fixed Annuities.
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