“Mark is representative of the excellence the Advent marque is known for in the financial services industry. His energy and business acumen make working with him a real pleasure. I have learned a lot from Mark and continue to learn from him. He has a unique perspective that sets him apart from his peers. I look forward to a long and prosperous working relationship with Mark.”
About
Activity
-
We are proud to announce Christian Widen, CFA as the newest Director of Business Development of Gateway Financial Partners!🌟 Christian, a Certified…
We are proud to announce Christian Widen, CFA as the newest Director of Business Development of Gateway Financial Partners!🌟 Christian, a Certified…
Liked by Mark Rossi
-
Join us at Future Proof, in Huntington Beach, from September 15 – 18 and visit the BNY booth to get a glimpse into an ecosystem of connected tech and…
Join us at Future Proof, in Huntington Beach, from September 15 – 18 and visit the BNY booth to get a glimpse into an ecosystem of connected tech and…
Liked by Mark Rossi
-
This is a treat to be included in the same series with these rock stars. Thanks for including me, Stephanie.
This is a treat to be included in the same series with these rock stars. Thanks for including me, Stephanie.
Liked by Mark Rossi
Experience & Education
Recommendations received
3 people have recommended Mark
Join now to viewMore activity by Mark
-
Pro bono sessions available! Meet with a financial advisor to discuss your top financial questions and concerns. Our pro bono sessions are designed…
Pro bono sessions available! Meet with a financial advisor to discuss your top financial questions and concerns. Our pro bono sessions are designed…
Liked by Mark Rossi
-
For independent RIAs, working within a closed architecture is like clipping your wings. An open architecture means true freedom. According to one of…
For independent RIAs, working within a closed architecture is like clipping your wings. An open architecture means true freedom. According to one of…
Liked by Mark Rossi
-
Congrats to all we love seeing our practices grow by adding successful advisors. Lora and team , welcome to the family. Looking forward to meeting…
Congrats to all we love seeing our practices grow by adding successful advisors. Lora and team , welcome to the family. Looking forward to meeting…
Liked by Mark Rossi
-
🌿 Beyond the Hedge 🌿 Chasing the Greener Grass in M&A In the dynamic world of mergers and acquisitions, the quest for greener grass drives…
🌿 Beyond the Hedge 🌿 Chasing the Greener Grass in M&A In the dynamic world of mergers and acquisitions, the quest for greener grass drives…
Liked by Mark Rossi
-
I’m thrilled to announce that ARQA's Korscript can now extract key data from custodian statements, transforming hours of manual work into minutes!…
I’m thrilled to announce that ARQA's Korscript can now extract key data from custodian statements, transforming hours of manual work into minutes!…
Liked by Mark Rossi
-
🎉 Exciting News 🎉 I'm delighted to share that I've recently joined the talented team at Snappy Kraken as Head of Channel Partnerships. Snappy…
🎉 Exciting News 🎉 I'm delighted to share that I've recently joined the talented team at Snappy Kraken as Head of Channel Partnerships. Snappy…
Liked by Mark Rossi
-
Empower your independent financial practice with the collaborative spirit of the Concurrent network. Our firms, like Columbia Associates Wealth…
Empower your independent financial practice with the collaborative spirit of the Concurrent network. Our firms, like Columbia Associates Wealth…
Liked by Mark Rossi
Other similar profiles
Explore collaborative articles
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
Explore MoreOthers named Mark Rossi in United States
-
Mark Rossi
Director of Clinical Development | Biotechnology Research
-
Mark Rossi
Investment Strategy Analyst at RiversEdge Advisors
-
Mark Rossi
-
Mark Rossi
143 others named Mark Rossi in United States are on LinkedIn
See others named Mark Rossi