Mark Dwyer
Director, Financial Planning at Motta Financial
- Role
- Director of Client Relations at Motta Financial
- Location
- Woburn, MA, US
- LinkedIn followers
- 500 followers
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
Director of Client Relations
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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