Mark Zacek Cltc, Csscs Email and Phone Number
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Mark Zacek Cltc, Csscs personal email
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I am a financial advisor, certified long-term care specialist, certified Social Security claiming strategies specialist, certified retirement education specialist, licensed insurance, and registered financial services representative. I advise businesses and individuals in all areas of financial services. I became a financial advisor after a long career as a chemical engineer and international business manager. Among the services I provide are,for individuals:• Investment analysis and design• Retirement projections and Social Security Claiming strategies• College saving strategies• Trust services • Individual life insurance protection• Disability income insurance protection• Long-Term Care insurance protectionfor businesses and institutions:• Employee benefits services • Retirement plan services• Executive compensation, succession planning, key person strategiesI combine my experience in the financial services industry with quality investment alternatives and the latest information and technology available. I strive to present information in a straightforward, understandable manner so that together with my clients, we can determine the most appropriate ongoing options available for their portfolios and insurance needs. New England is my adopted home. As a newly graduated chemical engineer, I moved to Western Massachusetts from my home state of Montana. I was attracted to New England for its history and culture (the Boston Symphony!) and the beauty of the landscape. I have lived in Amherst for over thirty years and this is where my wife and I have raised our five children.Advisory Services offered through Lincoln Investment, or Capital Analysts, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker-Dealer, Member FINRA/SIPC. www.lincolninvestment.com. Livictus Financial Services and the above firms are independent and non-affiliated. Social Security claiming services are not offered through, or supervised by, The Lincoln Investment Companies.
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Financial AdvisorLivictus Financial Services Jul 2020 - PresentAmherst, Massachusetts, United States -
Officer, Infinex Investment ExecutiveGreenfield Savings Bank May 2019 - Jul 2020Amherst, Ma -
Primary Wealth ManagerGreenfield And Northampton Cooperative Bank Sep 2017 - May 2019Northampton, MaSecurities offered through Raymond James Financial Services, inc., Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal.For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.Greenfield Cooperative Bank is not a registered broker dealer and is… Show more Securities offered through Raymond James Financial Services, inc., Member FINRA/SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal.For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.Greenfield Cooperative Bank is not a registered broker dealer and is independent of Raymond James Financial Services.Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Show less
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Co-Founder And Financial AdvisorWealth New England And Gaudreau Wealth New England Feb 2013 - Sep 2017
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Financial AdviserMassmutual/Charter Oak Financial Services Sep 2011 - Feb 2013
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Senior ConsultantNotch Consulting Group May 2010 - Nov 2011providing market research and business intelligence to rubber and plastics industries -
Global Business ManagerCytec Inc. Feb 2008 - Apr 2009
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Global Product ManagerCytec Industries, Inc. Jan 2007 - Jan 2008 -
Pilot Plant ManagerCytec Industries, Inc. Jan 2006 - Dec 2006· Managed staff of 8 and budget of $2.3M to produce 380-450 commercial and developmental batches per year. Led staff to 100% injury-free performance for entire management period.· Increased efficiency and reduced operating expenses by achieving 100% right-first-time batches through training, equipment maintenance, and procedure improvements.· Improved resource scheduling to increase productivity 20%.· Managed numerous product development projects to successful completion and… Show more · Managed staff of 8 and budget of $2.3M to produce 380-450 commercial and developmental batches per year. Led staff to 100% injury-free performance for entire management period.· Increased efficiency and reduced operating expenses by achieving 100% right-first-time batches through training, equipment maintenance, and procedure improvements.· Improved resource scheduling to increase productivity 20%.· Managed numerous product development projects to successful completion and commercialization.· Designed Access database to consolidate process data input and provide production data access. Show less -
Pilot Plant ManagerUcb Jan 2005 - Dec 2005 -
Pilot Plant ManagerSolutia, Inc. Jan 1997 - Dec 2005
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Sr. Research SpecialistMonsanto Aug 1977 - Dec 1996Process Engineer recognized with multiple special achievement awards for leading process development teams that resulted in successfully commercialized products.
Mark Zacek Cltc, Csscs Skills
Mark Zacek Cltc, Csscs Education Details
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Chemical Engineering
Frequently Asked Questions about Mark Zacek Cltc, Csscs
What company does Mark Zacek Cltc, Csscs work for?
Mark Zacek Cltc, Csscs works for Livictus Financial Services
What is Mark Zacek Cltc, Csscs's role at the current company?
Mark Zacek Cltc, Csscs's current role is Financial Advisor, Livictus Financial Services, Lincoln Investment.
What is Mark Zacek Cltc, Csscs's email address?
Mark Zacek Cltc, Csscs's email address is mz****@****ial.com
What is Mark Zacek Cltc, Csscs's direct phone number?
Mark Zacek Cltc, Csscs's direct phone number is +141368*****
What schools did Mark Zacek Cltc, Csscs attend?
Mark Zacek Cltc, Csscs attended Montana State University-Bozeman.
What skills is Mark Zacek Cltc, Csscs known for?
Mark Zacek Cltc, Csscs has skills like Strategy, Leadership, Business Intelligence, Customer Satisfaction, Insurance, Training, Chemical Engineering, Management, Coaching, Investments, Estate Strategies, Retirement Planning.
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