Mark Dwyer

Director, Financial Planning at Motta Financial

Role
Director of Client Relations at Motta Financial
Location
Woburn, MA, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About Mark Dwyer

At Motta Financial I strive to build long meaningful relationships with clients, while providing full-service accounting services. Whether you need help with Tax Prep for your individual returns or are looking for Payroll, Bookkeeping and Tax Planning for your business, Motta is the solution to make your life easier. Our goal is to save the client time through the use of technology, while still providing caring and personalized human interaction making sure our clients our comfortable and informed.

Experience

  1. Director of Client Relations

    Motta Financial

    Jan 2024 — Present · Boston, MA, US

Education

  • Dartmouth College

    Government, Political Science and Government

    2008 — 2012

Skills

  • Salesforce.com
  • Microsoft Office
  • Mutual Funds
  • Series 6
  • Series 7
  • Series 65
  • Series 63

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Mark Dwyer — Director of Client Relations at Motta Financial in Woburn, MA, US | Unifers