Mark Stephany, Clfp Email & Phone Number

Victor, Ny, Us

Victor, New York, United States

I support our vendor partners by constructing payment options, based on the needs of each specific end user. In getting to know the vendors we support and their clients, I can align the payment terms based on their specific goals for the asset purchased.

Fairport, New York

I supported the equipment finance needs of the businesses owned by RBC Wealth Management clients. I accomplish this by getting to know my clients' specific needs and then customizing the proper lease or financing option(s). Technology (HW and SW), Office Remodeling and Aircraft are a few of the more common types of items we finance at First American, part of City National Bank, an RBC Company.

Fairport, Ny

I specialized in providing business solutions for the AEC (Architecture, Engineering, and Construction) professional space. I worked in conjunction with CFO's, CIO's, and managing partners of Accounting firms to assist in liquidity and lending issues, with a sensitivity to taxation and balance sheets. I have over 12 years in providing financial solutions to various fields and work with a strict adherence to my personal policies on getting to know my client and their issues, in order to provide clear and concise solutions.

Pittsford, Ny

I was deeply involved with all aspects of both sides of my clients balance sheets (assets and liabilities). I specialized with investment of retirement assets, as well as cost-effective lending strategies. I also concentrated on handling their wealth in the most cost-effective and tax-sensitive manners.

Rochester, New York Area

I worked with a select group of highly compensated executives and their companies in management of their daily flow of cash, with an emphasis on Wealth Management and Lending Solutions. I helped provide tax-sensitive solutions for their retirement programs, as well as their lending platforms.

Rochester, New York Area

I worked with a select group of high net-worth individuals in management of their cash flow, investments, as well as lending needs.

Nys Thruway Corridor

I provided lending and insurance solutions for prospects and clientele. I also supervised a network of Finance Managers at 6 different locations across the Northeast, with a concentration on training and Learning Development.

Bachelor'S Degree, Elementary Education (K-6) And K-12 Spanish

Activities and Societies: Varsity Soccer team Captain, 2 time All-SUNY selection, member of 4th and 11th ranked teams in the NCAA.

Psychology, Education, And Spanish

Activities and Societies: Varsity Soccer team Captain, 2 time All-Region 3 selection. Memebr of SAPB (Student Association Programming.