Mark Altomare, Cfa Email & Phone Number

New York, Ny, Us

- Assist with the implementation and continuous maintenance of customized investment solutions for high-net worth clients, ensuring alignment with their financial objectives and risk tolerance- Stay current on market trends and investment strategies by regularly analyzing portfolio compositions using internal tools, discussing insights with Portfolio Management Teams, and synthesizing information into talking points for my Wealth Advisor Team- Participate in client prospecting and portfolio analysis by conducting in-depth evaluations of prospects’ financial picture and assisting in the development of a transition plan- Deliver customized reporting and analysis to clients and my Wealth Advisor Team, providing detailed insights into portfolio performance and market conditions on a regular and ad hoc basis- Utilize the eMoney platform to craft comprehensive financial plans tailored to a client’s unique set of circumstances

New York, Ny, Us

- Provide customized reporting and analysis to client or Wealth Advisor team on a regular or ad hoc basis- Participate in client prospecting and portfolio analysis- Assist with creation of Financial Plans- Monitor account activity including trades, cash flow, debits, margin, tech shorts, performance, transfers, allocations, fees etc. by utilizing various in house portfolio systems.- Regular and proactive contact with clients regarding; account updates, checks and wires, account performance, trade activity, transfers, statement inquiries, research, fees, objective changes, portfolio market values, stock quotes, etc.

Cohoes, New York, Us

- Led a team of associates, providing mentorship and support to foster their development and ensure the delivery of high-quality client services

Cohoes, New York, Us

- Provided comprehensive financial planning to a diverse client base in areas including budgeting, retirement, investing, insurance, income taxes, & estate planning- Developed financial reports and analyses regarding retirement planning, education funding, risk management, and income tax- Communicated & formed personable relationships with clients to guide them through achieving financial goals- Provided input and proactively issue-spotted to address any client concerns

Cohoes, New York, Us

- Provided comprehensive financial planning to a diverse client base in areas including budgeting, retirement, investing, insurance, income taxes and estate planning.

Milwaukee, Wi, Us

- Assisted prospective clients with achieving financial security through research, fact-finding, and personalized financial planning- Worked with Senior Representatives to analyze prospective clients financial situation and recommending specific financial products and services- Developed a network through direct marketing and community outreach

Albany, Ny, Us

- Drafted bill summaries and sponsor memos- Researched specific events and topics- Maintained organization and hosted meetings with lobbyists, constituents and others- Participated as one of the lead debaters during Mock Session

- Interned with a start-up team for a new “Youni” software application - Created social media “buzz” that built a following and connected with our users- Networked with student organizations to increase awareness of the brand- Coordinated promotional events - Attracted new organizations to our application and increased student engagement

Bachelor Of Arts - Ba, Economics

High School