Mark Dwyer, Cfp®

Mark Dwyer, Cfp® Email and Phone Number

Director, Financial Planning at Motta Financial @ Motta Wealth Management LLC
Woburn, MA, US
Mark Dwyer, Cfp®'s Location
Woburn, Massachusetts, United States, United States
Mark Dwyer, Cfp®'s Contact Details

Mark Dwyer, Cfp® personal email

n/a
About Mark Dwyer, Cfp®

At Motta Financial I strive to build long meaningful relationships with clients, while providing full-service accounting services. Whether you need help with Tax Prep for your individual returns or are looking for Payroll, Bookkeeping and Tax Planning for your business, Motta is the solution to make your life easier. Our goal is to save the client time through the use of technology, while still providing caring and personalized human interaction making sure our clients our comfortable and informed.

Mark Dwyer, Cfp®'s Current Company Details
Motta Wealth Management LLC

Motta Wealth Management Llc

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Director, Financial Planning at Motta Financial
Woburn, MA, US
Mark Dwyer, Cfp® Work Experience Details
  • Motta Wealth Management Llc
    Motta Wealth Management Llc
    Woburn, Ma, Us
  • Motta Wealth Management Llc
    President
    Motta Wealth Management Llc Jul 2024 - Present
  • Motta Financial
    Director Of Client Relations
    Motta Financial Jan 2024 - Present
    Las Vegas, Nevada, Us
    View
  • Putnam Investments
    Regional Consultant(Hybrid Wholesaler)
    Putnam Investments Jul 2021 - Dec 2023
    Boston, Massachusetts, Us
    View
  • Putnam Investments
    Senior Associate Consultant
    Putnam Investments Mar 2017 - Jul 2021
    Boston, Massachusetts, Us
    ■ Develop and present views through Webex Webinars on capital markets, industry trends, and practice management to promote Putnam and deepen relationships with Financial Advisors
    View
  • Putnam Investments
    Regional Marketing Associate
    Putnam Investments Dec 2012 - Feb 2017
    Boston, Massachusetts, Us
    ■ Analyze needs of financial advisors and their clients through a consultative sales approach and provide in depth analysis and insight on Putnam mutual funds through Morningstar MPI, Putnam Fundvisualizer and correlation reports
    View
  • Putnam Investments
    Dms Representative
    Putnam Investments Jun 2012 - Nov 2012
    Boston, Massachusetts, Us
    ■ Responsible for proactive sales support to financial advisors and the 45 Putnam consulting teams nationwide
    View
  • Dartmouth College
    Graduate
    Dartmouth College Aug 2008 - Jun 2012
    Hanover, Nh, Us
    I am a graduate of Dartmouth College majoring in Government. I was a 4 year member and of The Varsity Big Green Dartmouth Football Team, and a 3 year fraternity brother of Gamma Delta Chi.
    View
  • Putnam Investments
    Sales And Marketing Intern
    Putnam Investments Jun 2011 - Aug 2011
    Boston, Massachusetts, Us
    Prepared presentation and marketing materials for 45 Regional Marketing Directors to increase the exposure, recognition, and understanding of Putnam’s retail mutual funds in their respective territories. Also, created mutual fund hypothetical reports for over 40 Internal Wholesalers and 10 Dealer Marketing Service Representatives to be sent to advisors and used as sales tools showing past performance to promote future business.
    View
  • Robert Mcelhinney, Jr. Cpa
    Accounting Bookkeeper & Office Assistant
    Robert Mcelhinney, Jr. Cpa Apr 2004 - Jan 2011
    •Maintain books during summer and winter vacations for the busy private accounting office with responsibilities including assisting with daily operational duties, participating in special projects and building a rapport with clients•Extend extra time to the office during tax season, continually developing my knowledge of accounting, and understanding of the diversity of client needs

Mark Dwyer, Cfp® Skills

Mutual Funds Series 63 Series 6 Salesforce.com Microsoft Office Series 7 Series 65

Mark Dwyer, Cfp® Education Details

  • Dartmouth College
    Dartmouth College
    Political Science And Government
  • Woburn Memorial High School
    Woburn Memorial High School

Frequently Asked Questions about Mark Dwyer, Cfp®

What company does Mark Dwyer, Cfp® work for?

Mark Dwyer, Cfp® works for Motta Wealth Management Llc

What is Mark Dwyer, Cfp®'s role at the current company?

Mark Dwyer, Cfp®'s current role is Director, Financial Planning at Motta Financial.

What is Mark Dwyer, Cfp®'s email address?

Mark Dwyer, Cfp®'s email address is ma****@****uth.edu

What schools did Mark Dwyer, Cfp® attend?

Mark Dwyer, Cfp® attended Dartmouth College, Woburn Memorial High School.

What skills is Mark Dwyer, Cfp® known for?

Mark Dwyer, Cfp® has skills like Mutual Funds, Series 63, Series 6, Salesforce.com, Microsoft Office, Series 7, Series 65.

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