Role listed
Motta Wealth Management Llc
AeroLeads people directory · profile
Mark Dwyer, Cfp® Email & Phone Number
Director, Financial Planning at Motta Financial
at
Motta Wealth Management LLC
3 work emails found
@putnam.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Director, Financial Planning at Motta Financial
Location
Woburn, Massachusetts, United States
Who is Mark Dwyer, Cfp®? Overview
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Quick answer
Mark Dwyer, Cfp® is listed as Director, Financial Planning at Motta Financial at Motta Wealth Management LLC, based in Woburn, Massachusetts, United States. AeroLeads shows a work email signal at putnam.com and a matched LinkedIn profile for Mark Dwyer, Cfp®.
Mark Dwyer, Cfp® previously worked as President at Motta Wealth Management Llc and Director of Client Relations at Motta Financial. Mark Dwyer, Cfp® holds Government, Political Science And Government from Dartmouth College.
Company email context
Email format at Motta Wealth Management LLC
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*@putnam.com
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AeroLeads found 3 current-domain work email signals for Mark Dwyer, Cfp®. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Mutual Funds, Series 63, Series 6, Salesforce.Com, and 3 others.
Current workplace
Mark Dwyer, Cfp®'s current company
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10 roles
Mark Dwyer, Cfp® work experience
A career timeline built from the work history available for this profile.
President
Current
Motta Wealth Management Llc
Jul 2024 - Present
Director Of Client Relations
Current
Jan 2024 - Present
Regional Consultant(Hybrid Wholesaler)
Jul 2021 - Dec 2023
Senior Associate Consultant
■ Develop and present views through Webex Webinars on capital markets, industry trends, and practice management to promote Putnam and deepen relationships with Financial Advisors
Mar 2017 - Jul 2021
Regional Marketing Associate
■ 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
Dec 2012 - Feb 2017
Dms Representative
■ Responsible for proactive sales support to financial advisors and the 45 Putnam consulting teams nationwide
Jun 2012 - Nov 2012
Graduate
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.
Aug 2008 - Jun 2012
Sales And Marketing Intern
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.
Jun 2011 - Aug 2011
Accounting Bookkeeper & Office Assistant
Robert Mcelhinney, Jr. Cpa
- 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.
- Extend extra time to the office during tax season, continually developing my knowledge of accounting, and understanding of the diversity of client needs
Apr 2004 - Jan 2011
2 education records
Mark Dwyer, Cfp® education
Government, Political Science And Government
Dartmouth College
Education record
Woburn Memorial High School
FAQ
Frequently asked questions about Mark Dwyer, Cfp®
Quick answers generated from the profile data available on this page.
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 Motta Wealth Management LLC?
Mark Dwyer, Cfp® is listed as Director, Financial Planning at Motta Financial at Motta Wealth Management LLC.
What is Mark Dwyer, Cfp®'s email address?
AeroLeads has found 3 work email signals at @putnam.com for Mark Dwyer, Cfp® at Motta Wealth Management LLC.
Where is Mark Dwyer, Cfp® based?
Mark Dwyer, Cfp® is based in Woburn, Massachusetts, United States while working with Motta Wealth Management LLC.
What companies has Mark Dwyer, Cfp® worked for?
Mark Dwyer, Cfp® has worked for Motta Wealth Management Llc, Motta Financial, Putnam Investments, Dartmouth College, and Robert Mcelhinney, Jr. Cpa.
How can I contact Mark Dwyer, Cfp®?
You can use AeroLeads to view verified contact signals for Mark Dwyer, Cfp® at Motta Wealth Management LLC, including work email, phone, and LinkedIn data when available.
What schools did Mark Dwyer, Cfp® attend?
Mark Dwyer, Cfp® holds Government, Political Science And Government from Dartmouth College.
What skills is Mark Dwyer, Cfp® known for?
Mark Dwyer, Cfp® is listed with skills including Mutual Funds, Series 63, Series 6, Salesforce.Com, Microsoft Office, Series 7, and Series 65.
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