Mark Cole

Financial Professional Advisor Recruitment @Pine Valley Investments, Llc

Philadelphia, PA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2015 — Present

Financial Professional Advisor Recruitment @Pine Valley Investments, Llc

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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

1994 — 1998

Saint Joseph's University

Bachelor's Degree, Mathematics

SKILLS

Microsoft OfficeSalesManagementAccount ManagementProject ManagementLeadershipStrategic PlanningPublic SpeakingCustomer ServiceMicrosoft ExcelRisk Management

ABOUT MARK COLE

New Age Development Group

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