Mark Cross-Powers

Mark Cross-Powers

Volunteer Tax Preparer @ AARP

About

I have over thirty years of experience in wealth and investment management. My primary areas of focus are centralized around servicing individual clients, families and non-profit organizations. I believe that central to helping my clients be successful is to work with them comprehensively by constructing a financial and an investment plan based on their unique situations, circumstances and goals. I walk clients through all areas of wealth management such as creating and growing wealth, asset protection and preservation, charitable giving and estate planning.

Country

United States

City

Greater Boston

Industry

Financial Services

Skill

Board Leadership, Board level experience, Estate Planning, Asset Managment, Series 7, Investments, Wealth Management Services, Strategic Financial Planning, Asset Allocation, Retirement Planning, Investment Strategies, Alternative Investments, Trusts, Banking, Investment Management, Wealth, High Net Worth Individuals, Asset Management, Financial Planning, Wealth Management

Experience

AARP

Volunteer Tax Preparer

AARP

LinkedIn
2023-12 - Present · 2 yrs 10 mos

Manchester, NH

Little House Capital, LLC

Senior Wealth Advisor

Little House Capital, LLC

LinkedIn
2022-6 - Present · 4 yrs 4 mos

Bedford, NH

Manchester Community Music School

Chairperson of the Board

Manchester Community Music School

LinkedIn
2016-9 - 2024-8 · 8 yrs

Manchester, New Hampshire, United States

NHTrust

Senior Vice President and Senior Trust Officer

NHTrust

LinkedIn
2019-4 - 2022-5 · 3 yrs 2 mos

Concord, NH

People's United Bank, N.A.

Senior Vice President

People's United Bank, N.A.

LinkedIn
2013-1 - 2019-4 · 6 yrs 4 mos

Manchester, NH

U.S. Trust

Private Client Manager

U.S. Trust

LinkedIn
2006-3 - 2012-10 · 6 yrs 8 mos

Manchester, NH

Client manager in US Trust for High Net Worth group. Worked comprehensively with clients in planning and implementing complex wealth management strategies.

TD

Vice President & Wealth Advisor

TD

LinkedIn
2005-1 - 2006-3 · 1 yr 3 mos

Managed high net worth client relationships and developed new and existing clients.

Charter Trust

Vice President & Wealth Advisor

Charter Trust

1998-3 - 2004-12 · 6 yrs 10 mos

Managed individual, non-profit and for-profit client relationships.

Education

Roger Williams University

Roger Williams University

LinkedIn

Political Science & Economics

1986 - 1989 · 3 yrs
University of Maine

University of Maine

LinkedIn
1985 - 1986 · 1 yr

Mark Cross-Powers's Contact Information

Email

******@***.com

Phone

(**) *** ****

Find the Right Leads
Find Verified Contact Data

Try with: Jensen Huang @ nvidia.com Click to autofill
LeadContact awards, five-star ratings, and GDPR compliance badges

What LeadContact does well

Find verified emails, phone numbers, and decision-makers with 98% accuracy.

Find Leads

Find Leads

Find the right people by company, role, industry, location, and more.

925M+ professional profiles

Find Leads
Find Emails

Find Emails

Access verified email addresses for your target contacts.

657M+ emails

Find Emails
Find Phone Numbers

Find Phone Numbers

Get cross-validated phone data from multiple top sources.

239M+ phone numbers

Find Phone Numbers

More Accurate. Lower Cost.

Find contact data in 1 tool with 98% accuracy

LeadContact integrates leading enrichment tools to deliver more accurate contact data—without paying for each one.

LeadContact Logo
Competitor Tools

All these = $289 per month

Great conversations start with the right contact.

It’s time to find yours.