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@nb.com
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1 phone found area 631
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Mark Altomare, Cfa is listed as Investment Strategist Associate at Neuberger Berman at Neuberger Berman, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at nb.com, phone signal with area code 631, and a matched LinkedIn profile for Mark Altomare, Cfa.
Mark Altomare, Cfa previously worked as Investment Strategist Associate at Neuberger Berman and Client Associate at Neuberger Berman. Mark Altomare, Cfa holds Bachelor Of Arts - Ba, Economics from University At Albany.
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AeroLeads found 2 current-domain work email signals for Mark Altomare, Cfa. Compare company email patterns before reaching out.
CFA® Charterholder & Investment Strategist Associate for Neuberger Berman Private Wealth. Graduated with a Bachelor of Arts in Economics from the University at Albany.
Listed skills include Team Leadership, Financial Services, Public Speaking, Economics, and 21 others.
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A career timeline built from the work history available for this profile.
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.
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.
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.
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
Other employees you can reach at nb.com. View company contacts →
Patrick Krueger
Colleague at Neuberger Berman
Greater Chicago Area, United States, United States
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JG
Jack Gittleman
Colleague at Neuberger Berman
Freehold, New Jersey, United States, United States
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LD
Lisa Davenport, Cfa
Colleague at Neuberger Berman
Greater Chicago Area, United States, United States
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RH
Ryan Hassett
Colleague at Neuberger Berman
New York, New York, United States, United States
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AJ
Aditya Jalan
Colleague at Neuberger Berman
New York, New York, United States, United States
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JD
Jeremy Deutsch
Colleague at Neuberger Berman
New York, New York, United States, United States
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HS
Harrison Smith
Colleague at Neuberger Berman
New York, New York, United States, United States
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KC
Kristin Carlson Cejda
Colleague at Neuberger Berman
Greater Chicago Area, United States, United States
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KM
Kate Murphy
Colleague at Neuberger Berman
New York, New York, United States, United States
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JS
Jean-Paul Sursock
Colleague at Neuberger Berman
New York, New York, United States, United States
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Quick answers generated from the profile data available on this page.
Mark Altomare, Cfa works for Neuberger Berman.
Mark Altomare, Cfa is listed as Investment Strategist Associate at Neuberger Berman at Neuberger Berman.
AeroLeads has found 2 work email signals at @nb.com for Mark Altomare, Cfa at Neuberger Berman.
AeroLeads has found 1 phone signal(s) with area code 631 for Mark Altomare, Cfa at Neuberger Berman.
Mark Altomare, Cfa is based in Greater Chicago Area, United States, United States while working with Neuberger Berman.
Mark Altomare, Cfa has worked for Neuberger Berman, Goldman Sachs Ayco, Northwestern Mutual, New York State Assembly, and Youni, Inc..
Mark Altomare, Cfa's colleagues at Neuberger Berman include Patrick Krueger, Jack Gittleman, Lisa Davenport, Cfa, Ryan Hassett, and Aditya Jalan.
You can use AeroLeads to view verified contact signals for Mark Altomare, Cfa at Neuberger Berman, including work email, phone, and LinkedIn data when available.
Mark Altomare, Cfa holds Bachelor Of Arts - Ba, Economics from University At Albany.
Mark Altomare, Cfa is listed with skills including Team Leadership, Financial Services, Public Speaking, Economics, Event Planning, Microsoft Excel, Leadership, and Life Insurance.
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