Gail Markham Email & Phone Number
Sr. Service Administrator @ Allworth Financial
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Gail Markham Location
- Walnut Creek, CA, US
Gail Markham Work
- 2025 -now Sr. Service Administrator @
- 2021 -2025 Operations Manager @
- 2017 -2021 Vice President, Operations @ Shone Wealth Management
- 2010 -2016 Director of Client Service @ Shone Asset Management, LLC
- 2004 -2010 Client Services Manager @ Walnut Creek Wealth Management
- 2001 -2003 Compliance Manager @
Gail Markham Education
- University of the Pacific
Bachelor of Arts (B.A.) (Political Science)
Gail Markham Skills
- Operational Risk
- FINRA
- Mutual Funds
- Compliance
- Regulations
- Asset Management
- Financial Services
- Investments
- Wealth Management
- Securities
- Marketing
- Public Speaking
Gail Markham Summary
- Gail Markham, based in Walnut Creek, CA, US, is currently a Sr. Service Administrator at Allworth Financial. Gail Markham brings experience from previous roles at Allworth Financial, Shone Wealth Management, Shone Asset Management, LLC and Walnut Creek Wealth Management. Gail Markham holds a Bachelor of Arts (B.A.) in Political Science @ University of the Pacific. With a robust skill set that includes Operational Risk, FINRA, Mutual Funds, Compliance, Regulations and more. Gail Markham has 2 emails on RocketReach.
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