Marc Wallace Email & Phone Number
Head of Advisor Compensation Processing @ Osaic
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Marc Wallace Location
- Spring, TX, US
Marc Wallace Work
- Head of Advisor Compensation Processing @ Osaic (June 2026 - Present)
- Director @ Osaic (July 2023 - June 2026)
- Director @ (March 2011 - November 2023)
- Manager @ (March 2010 - March 2011)
- Compensation Consultant @ (October 2007 - March 2010)
- Chief @ Gong Club (FDJC Car 26) (January 2002 - December 2014)
- Chief @ FDJC Car 26 (January 2002 - December 2014)
- Mutual Fund Conversion Manager @ (December 2006 - October 2007)
- Manager Mutual Fund Operations @ (June 2003 - December 2005)
- Mutual Fund Trader @ J & W Seligman (January 1998 - September 2002)
- Dealer Services Representative @ J & W Seligman (October 1995 - January 1998)
- Staff Accountant @ (April 1994 - September 1995)
- Supervisor Mutual Fund Operations @ SunAmerica Asset Management (October 1988 - April 1994)
- QM3 USS South Carolina and Commander Crusier Destroyer Group 8 @ (March 1984 - March 1988)
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 and 2 mobile phone numbers on RocketReach.
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