Mark D. Robeson
Director Partnership Firms @American Endowment Foundation
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WORK HISTORY
Director Partnership Firms @American Endowment Foundation
Charlotte, NC, US
Manage AEF’s national network of partner financial advisory firms, supporting advisors in providing effective philanthropic and charitable giving strategies for their clients.
EDUCATION
The Citadel
B.S., Business Administration
SKILLS
ABOUT MARK D. ROBESON
Seasoned financial services executive with over 30 years of success in asset management, institutional advisory, microfinance lending and Donor Advised Funds distribution. Recognized for leading strategic investment initiatives and cultivating high-value relationships with institutional clients, high-net-worth individuals, and financial advisory firms. High-level expertise in philanthropic strategy, retirement planning and advisory partnerships driving exceptional results.
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