Mark Rothwell

Mark Rothwell

Helping clients prepare and execute on the retirement they envision
Charlotte, North Carolina, United States

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Work Experience

Scott Jones Financial

Chief Operating Officer and Director of Financial Planning

2021-06-01 - Present

State Street

Vice President

2013-01-01 - 2021-06-01

PGA TOUR

Tournament Operations Associate

2013-01-01 - 2013-01-01

Lexicon Management, LLC

Equity Research

2009-06-01 - 2009-08-01

Somerville Chamber of Commerce

Consultant

2008-08-01 - 2008-12-01

Skills

estate charitable planning estate amp charitable planning long term care & disability protection business risk management executive retirement plans business continuation planning key person insurance business planning life settlements buysell agreements

Languages

No Languages Available