Mark Digangi
TIAA Wealth Management
- Role
- Wealth Management Advisor at TIAA
- Location
- Williston, VT, US
- LinkedIn followers
- 500 followers
About Mark Digangi
Experienced Wealth Management Advisor with a demonstrated history of being very…
Experience
Wealth Management Advisor
Apr 2023 — Present · US
Wealth Management Advisor (Series 7, 66 & L/H) with a demonstrated history of working in the financial services industry. Proficient in providing financial guidance and solutions tailored to meet clients needs and goals, including managing assets, income and retirement planning, estate, incapacity and insurance planning. Utilizing comprehensive resources in a team based approach, we strived to deliver best in class strategies and recommendations that best fit clients objectives while addressing even the most complex financial needs.
Education
Champlain College
Associates Degree
1980 — 1982
Castleton University
BS
1984 — 1986
Skills
- Banking
- Risk Management
- Portfolio Management
- Loans
- Financial Planning
- Mortgage Lending
- Series 7
- Credit Analysis
- Financial Analysis
- Strategy
- Credit
- Wealth
- Asset Management
- Wealth Management
- Consumer Lending
- Retirement Planning
- Retail Banking
- Investments
- Finance
- Small Business Lending
- High Net Worth Individuals
- Commercial Lending
- Leadership
- Investment Advisory
- Commercial Banking
- Private Banking
- Asset Managment
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.