Mark Lobosco

Mark Lobosco Email and Phone Number

Wealth Management Associate Banker @ RBC Wealth Management
New York, NY, US
Mark Lobosco's Location
New York, New York, United States, United States
Mark Lobosco's Contact Details

Mark Lobosco personal email

n/a
About Mark Lobosco

Experienced financial services professional with proven experience as an Investment Associate and Customer Service Specialist. Strong analytical, relationship, business development, and communication skills. Licensed with the Series 7, 63, and 65. B.A. in Economics from the Eller College of Management at the University of Arizona.

Mark Lobosco's Current Company Details
RBC Wealth Management

Rbc Wealth Management

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Wealth Management Associate Banker
New York, NY, US
Website:
rbcwealthmanagement.com
Employees:
8199
Company email:
Johrenk7@gmail.com
Mark Lobosco Work Experience Details
  • Rbc Wealth Management
    Wealth Management Associate Banker
    Rbc Wealth Management
    New York, Ny, Us
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  • Fidelity Investments
    Investment Solutions Representative I
    Fidelity Investments Aug 2023 - Present
    Boston, Ma, Us
    View
  • Dimensional Fund Advisors
    Associate, Independent Advisor Group
    Dimensional Fund Advisors Mar 2022 - Dec 2022
    Austin, Tx, Us
    -Constructed, analyzed, and discussed portfolio analyses with current Advisor clients and internalcolleagues to highlight the benefits of Dimensional’s product suite.-Explored new business opportunities within existing clients and prospects by leveragingknowledge of Dimensional’s offerings, client base, competitor products, and industry trends.-Participated in internal and external client meetings, summarized key takeaways.
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  • E*Trade
    Branch Service Representative
    E*Trade Mar 2020 - Mar 2022
    Us
    -Utilize knowledge of investments and financial markets to resolve issues raised by mid- to high-net worth clients.-Leverage familiarity of E*TRADE product suite to identify potential business opportunities for Financial Consultants.-Analyze client portfolio reports to assist Financial Consultants in presenting new investment possibilities.
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  • Merrill Edge
    Financial Services Representative
    Merrill Edge Jan 2019 - Feb 2020
    -Created strategic business development model to boost my team’s overall referral numbers.-Engaged clients in discussion to help uncover and identify new opportunities for growing assets under management in other Merrill products and services.-Collaborated with respective client-facing teams and other internal enterprise groups as needed to ensure client issues were resolved efficiently and to the client’s satisfaction.
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  • Onemain Financial
    Personal Loan Specialist Intern
    Onemain Financial Jun 2018 - Dec 2018
    Baltimore , Md, Us
    Personal loan specialist responsible for managing new loan applications, analyzing and assessing applicant risk levels, educating customers on loan terms and conditions, facilitating loan closings, and generating new revenue from collection and solicitation calls.
    View

Mark Lobosco Education Details

  • University Of Arizona, Eller College Of Management
    University Of Arizona, Eller College Of Management
    Economics

Frequently Asked Questions about Mark Lobosco

What company does Mark Lobosco work for?

Mark Lobosco works for Rbc Wealth Management

What is Mark Lobosco's role at the current company?

Mark Lobosco's current role is Wealth Management Associate Banker.

What is Mark Lobosco's email address?

Mark Lobosco's email address is ma****@****ade.com

What schools did Mark Lobosco attend?

Mark Lobosco attended University Of Arizona, Eller College Of Management.

Who are Mark Lobosco's colleagues?

Mark Lobosco's colleagues are Denis Oreilly, Ann Yu, John Giese, Yasheeka Ishak, Yuzhe Liu, Ari Steriotis, Lucas Laing-Taylor.

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