Mark Burchell, Chfc® Email & Phone Number
@usbank.com
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Who is Mark Burchell, Chfc®? Overview
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Mark Burchell, Chfc® is listed as SVP / Sr. Relationship Manager, Chartered Financial Consultant, Avid Golfer, Dog Lover at U.S. Bank, a with 79904 employees, based in Los Angeles, California, United States. AeroLeads shows a work email signal at usbank.com and a matched LinkedIn profile for Mark Burchell, Chfc®.
Mark Burchell, Chfc® previously worked as SVP, Sr. Relationship Manager at U.S. Bank and Senior Vice President - Private Wealth Advisor at U.S. Bank. Mark Burchell, Chfc® studied at Southern Connecticut State University.
Email format at U.S. Bank
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AeroLeads found 1 current-domain work email signal for Mark Burchell, Chfc®. Compare company email patterns before reaching out.
About Mark Burchell, Chfc®
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.
Listed skills include Investments, Strategic Financial Planning, Finance, Investment Advisory, and 40 others.
Mark Burchell, Chfc®'s current company
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Mark Burchell, Chfc® work experience
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Svp, Sr. Relationship Manager
CurrentIn 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 Advisor
Private Wealth Advisor | Vice President
Board Member
Non-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 Banker
Vice President, Senior Private Client Advisor
Develops 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 Director
Responsible 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 Advisor
Provided fee-based financial planning, insurance, investment advisory and employee benefits programs for individuals and businesses.
Vice President Of Investments
Developed and managed investement clientele and participated in private equity offerings of early stage and start-up businesses.
Mark Burchell, Chfc® education
Education record
Education record
Frequently asked questions about Mark Burchell, Chfc®
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What company does Mark Burchell, Chfc® work for?
Mark Burchell, Chfc® works for U.S. Bank.
What is Mark Burchell, Chfc®'s role at U.S. Bank?
Mark Burchell, Chfc® is listed as SVP / Sr. Relationship Manager, Chartered Financial Consultant, Avid Golfer, Dog Lover at U.S. Bank.
What is Mark Burchell, Chfc®'s email address?
AeroLeads has found 1 work email signal at @usbank.com for Mark Burchell, Chfc® at U.S. Bank.
Where is Mark Burchell, Chfc® based?
Mark Burchell, Chfc® is based in Los Angeles, California, United States while working with U.S. Bank.
What companies has Mark Burchell, Chfc® worked for?
Mark Burchell, Chfc® has worked for U.S. Bank, Partners For Potential, City National Bank, Bny Mellon Wealth Management, and Fraser Financial Group.
How can I contact Mark Burchell, Chfc®?
You can use AeroLeads to view verified contact signals for Mark Burchell, Chfc® at U.S. Bank, including work email, phone, and LinkedIn data when available.
What schools did Mark Burchell, Chfc® attend?
Mark Burchell, Chfc® studied at Southern Connecticut State University.
What skills is Mark Burchell, Chfc® known for?
Mark Burchell, Chfc® is listed with skills including Investments, Strategic Financial Planning, Finance, Investment Advisory, Financial Services, Estate Planning, Asset Management, and Investment Management.
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