Marc Wallace Email & Phone Number
Head of Advisor Compensation Processing @ Osaic
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Marc Wallace Location
- Spring, TX, US
Marc Wallace Work
- 2026 -now Head of Advisor Compensation Processing @ Osaic
- 2023 -2026 Director @ Osaic
- 2011 -2023 Director @
- 2010 -2011 Manager @
- 2007 -2010 Compensation Consultant @
- 2002 -2014 Chief @ Gong Club (FDJC Car 26)
- 2002 -2014 Chief @ FDJC Car 26
- 2006 -2007 Mutual Fund Conversion Manager @
- 2003 -2005 Manager Mutual Fund Operations @
- 1998 -2002 Mutual Fund Trader @ J & W Seligman
- 1995 -1998 Dealer Services Representative @ J & W Seligman
- 1994 -1995 Staff Accountant @
- 1988 -1994 Supervisor Mutual Fund Operations @ SunAmerica Asset Management
- 1984 -1988 QM3 USS South Carolina and Commander Crusier Destroyer Group 8 @
Marc Wallace Education
- St. Peter's College
Bachelor of Fine Arts (B.F.A.) (Finance, General)
1982-1983
Marc Wallace Skills
- Mutual Funds
- Financial Services
- Equities
- Securities
- Investments
- Wealth Management
- FINRA
- Series 63
- Fixed Income
- Series 7
- Asset Management
- Investment Advisory
- Relationship Management
- Risk Management
- Trading
- Retirement Planning
- Hedge Funds
- Alternative Investments
- Series 24
- Retirement
- Investment Management
- Financial Planners
- Capital Markets
- Series 65
- Asset Allocation
- Investment Strategies
- Fixed Annuities
- Wealth
- Insurance
- 401k
- Portfolio Management
- Finance
- Financial Advisory
- Estate Planning
- Financial Risk
- Wealth Management Services
- Uniform Combined State Law
- Series 6
- Pensions
- Management
- Series 99
- Strategic Financial Planning
- AML
- Financial Planning
- Anti Money Laundering
- Commission Processing
- Mutual Fund Trading
- DTCC CommServ
- Financial Analysis
- Bonds
- Derivatives
- Microsoft Office
- Marketing
- Public Speaking
- Financial Markets
Marc Wallace Summary
- Marc Wallace, based in Spring, TX, US, is currently a Head of Advisor Compensation Processing at Osaic. Marc Wallace brings experience from previous roles at Osaic and Advisor Group. Marc Wallace holds a 1982 - 1983 Bachelor of Fine Arts (B.F.A.) in Finance, General @ St. Peter's College. With a robust skill set that includes Mutual Funds, Financial Services, Equities, Securities, Investments and more. Marc Wallace has 3 emails on RocketReach.
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