Mark Cole
New Age Development Group
- Role
- Financial Professional Advisor Recruitment at Pine Valley Investments, Llc
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
Experience
Financial Professional Advisor Recruitment
Jan 2015 — Present · Marlton, NJ, US
Pine Valley Investments, LLC is an SEC-registered investment advisory firm which serves as the Chief Investment Officer for wealthy families and businesses. Our firm was designed to disrupt the traditional advisory model by placing the focus back on what is best for the client. Investors can count on us to provide lower fees and the highest quality of service which includes: prudent investment planning techniques, effective portfolio construction and proactive risk management.Lower fees, quality service, capital preservation and consistent risk-adjusted growth are priorities of clients working with Pine Valley Investments. Success can be measured by our team\'s ability to meet each client\'s unique planning and investment goals.
Education
Saint Joseph's University
Bachelor's Degree, Mathematics
1994 — 1998
Skills
- Microsoft Office
- Sales
- Management
- Account Management
- Project Management
- Leadership
- Strategic Planning
- Public Speaking
- Customer Service
- Microsoft Excel
- Risk Management
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