Mark Burchell, Chfc® Email and Phone Number
Mark Burchell, Chfc® work email
- Valid
- Valid
- Valid
- Valid
- Valid
Mark Burchell, Chfc® personal email
In my role as Private Wealth Advisor of U.S Bank’s Private Wealth Management team, I develop and manage client relationships with U.S. Bank's most successful clients. I provide integrated, highly customized, financial advice to high-net-worth individuals, professional practices, insurance agencies, real estate investors and non-profit organizations in areas which include private banking, custom credit, portfolio management, trust services, financial and estate planning.Prior to joining U.S. Bank, I held the position of senior private banker for City National Bank's private bank in Century City. With over twenty years of financial services experience my clients' goals, objectives and overall financial well-being are the driving force of my work.I currently hold the Chartered Financial Consultant designation from The American College.I'm also active in the community, and serve on the Board of the Boys and Girls Club Metro LA, an organization that serves our inner-city youth.
U.S. Bank
View- Website:
- usbank.com/index.html
- Employees:
- 79904
-
U.S. BankLos Angeles, Ca, Us
-
Svp, Sr. Relationship ManagerU.S. Bank Dec 2023 - PresentMinneapolis, Mn, UsIn my role as Senior Relationship Manager, I am responsible for the retention and growth of U.S. Bank's High and Ultra-High net worth client relationships. Through a process of understanding, I build a team of Banking, Trust and Investment professionals around our clients that meets and exceeds the needs of our private wealth clientele. As our client's primary point of contact, I am also responsible for providing exceptional service and leading the financial planning work collaborating with a team of specialists. I'm highly seasoned financial professional with over three decades of industry experience, capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management.
-
Senior Vice President - Private Wealth AdvisorU.S. Bank May 2023 - Dec 2023Minneapolis, Mn, Us
-
Private Wealth Advisor | Vice PresidentU.S. Bank Nov 2019 - May 2023Minneapolis, Mn, Us
-
Board MemberPartners For Potential 2013 - May 2023Non-profit which provides individuals with developmental disabilities with a centered and culturally respectful training environment that promotes the development of skills, knowledge and attitudes that will prepare participants for the world of work and adult life, and assist them to reach their full potential.
-
Senior Private BankerCity National Bank Nov 2016 - Nov 2019Los Angeles, Ca, Us -
Vice President, Senior Private Client AdvisorCity National Bank Apr 2013 - Nov 2019Los Angeles, Ca, UsDevelops and manages client relationships with City National Bank's most successful clients. Provides integrated financial services advice to these clients including: banking, credit, investment management, trust services, financial and estate planning.
-
Wealth DirectorBny Mellon Wealth Management Apr 2011 - 2013New York, Ny, UsResponsible for business development of the firms wealth management services to high and ultra-high networth clientele and their advisors.BNY Mellon Wealth Management is among the nation's leading wealth managers, with more than two centuries of experience in providing investment management, wealth and estate planning, and private banking services to financially successful individuals and families, their family offices and business enterprises, charitable gift programs, and endowments and foundations. It is among the top 10 U.S. wealth managers with more than $161 billion in private client assets and an extensive network of offices in the U.S. and internationally. -
Financial AdvisorFraser Financial Group Aug 2006 - Apr 2011Provided fee-based financial planning, insurance, investment advisory and employee benefits programs for individuals and businesses.
-
Vice President Of InvestmentsSpencer Trask Jan 1995 - Dec 2000Greenwich, Ct, UsDeveloped and managed investement clientele and participated in private equity offerings of early stage and start-up businesses.
Mark Burchell, Chfc® Skills
Mark Burchell, Chfc® Education Details
-
Southern Connecticut State University -
Seymour High School
Frequently Asked Questions about Mark Burchell, Chfc®
What company does Mark Burchell, Chfc® work for?
Mark Burchell, Chfc® works for U.s. Bank
What is Mark Burchell, Chfc®'s role at the current company?
Mark Burchell, Chfc®'s current role is SVP / Sr. Relationship Manager, Chartered Financial Consultant, Avid Golfer, Dog Lover.
What is Mark Burchell, Chfc®'s email address?
Mark Burchell, Chfc®'s email address is ma****@****ank.com
What schools did Mark Burchell, Chfc® attend?
Mark Burchell, Chfc® attended Southern Connecticut State University, Seymour High School.
What are some of Mark Burchell, Chfc®'s interests?
Mark Burchell, Chfc® has interest in Social Services, Children, Football, Economic Empowerment, Weight Training, Education, Baseball, Biking, Tennis, Human Rights.
What skills is Mark Burchell, Chfc® known for?
Mark Burchell, Chfc® has skills like Investments, Strategic Financial Planning, Finance, Investment Advisory, Financial Services, Estate Planning, Asset Management, Investment Management, Financial Advisory, Financial Planning, Wealth, Wealth Management Services.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial