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 and 1 mobile phone numbers on RocketReach.
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