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<pre>Array ( [var] => cut_url ) </pre> Resume for Mark M. for Consultant / Professional & Consulting Services in Sun Prairie, Wisconsin. Search More Resumes for Consultant on #4KOTZ4X3T

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Resume for Mark M. for Consultant / Professional & Consulting Services in Sun Prairie, Wisconsin

Occupation: Consultant Industry: Professional & Consulting Services
Country: United States City: Sun Prairie
State: Wisconsin ZIP: 53590

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Mark A. M.
Tara Drive. Sun Prairie, Wisconsin
Highly accomplished, talented, and seasoned professional, offering years of extensive
experience in analyzing financial goals and in providing clients with valueadded
recommendations. Unparalleled knowledge of products and services for the implementation of
recommendations to achieve client’s goals and aspirations. Proven record of high production
and rapid growth in assets under management. Highly skilled in training and coaching of referral
sources and mentoring of staff and junior advisors. Accomplished and frequently requested
expert public speaker. Demonstrated ability to design, implement and manage customer relation
database for a large organization for maximum efficiency. Accomplished in evaluating all
aspects of a client’s financial situation including: retirement , investment, tax, estate and risk
management planning. Recognized for utilizing processes and technology to efficiently maintain
client relationship management.
Areas of Expertise
• Comprehensive financial planning
• Registered investment products
• Bank products and services
• Insurance products
• Training and mentoring
• Customer relation management software
• Financial Planning Software
• Public Speaking
• Defined benefit programs
• Defined contribution programs
• Microsoft Office programs
• Adobe programs
• Microsoft Windows
Career Excellence
Summit Financial Advisors Madison, Wisconsin October October
Financial Consultant
• Increased assets under management ninefold.
• Annually increased production during difficult market environment.
• Qualified for top producer conferences in every year eligible.
• Dramatically increased referral and cross selling activity institution wide.
• Designed, implemented and maintained customer relation database for entire
• Trained and mentored staff and junior advisors.
Metlife Resources Madison, Wisconsin September October
Financial Advisor
• Increased assets under management fivefold.
• Annually increased production.
• Qualified for top producer conferences in every year eligible.
Education and Credentials
University of Wisconsin
Madison, Wisconsin
Bachelor of Science in Economics and Psychology
College For Financial Planning
Completed studies for Certified Financial Planner DesignationCFP
College For Financial Planning
Denver, Colorado
Chartered Retirement Planning Counselor DesignationCRPC
Financial Industry Regulatory AuthorityFINRA
Series General Securities Representative
Series Uniform Securities Agent State Law
Series Investment Company Variable Contracts
Series Uniform Investment Advisor Law
Series Uniform Combined State Law
State of Wisconsin
Life Insurance License
Accident and Health License
Variable Life/Variable Annuity License

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