Marc A. Morrone
💰💰💰UHNW wealth strategist
- Role
- Vice President, Advanced Planning at Fidelity Investments
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Marc A. Morrone
Empowering ultra-high-net-worth individuals and families to pursue their financial goals…
Experience
Vice President, Advanced Planning
Oct 2015 — Present · Denver, CO, US
Education
University of Denver - Sturm College of Law
Master of , Taxation
2019 — 2021
Fordham University
Bachelor of Science (BS), Public Accounting
1997 — 2001
Boston University
Certificate in Financial Planning, Certificate in Financial Planning
2012
Skills
- Income Tax
- Insurance Planning
- Finance
- Portfolio Management
- Retirement Planning
- Asset Allocation
- Real Estate Finance
- Financial Advisory
- Cash Flow Management
- Wealth Management
- Financial Services
- Investments
- Investment Strategies
- Estate Planning
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