Marc Wolff Email & Phone Number
Partner, Managing Director @ Beacon Pointe
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Marc Wolff Location
- Sarasota, FL, US
Marc Wolff Work
- 2022 -now Partner, Managing Director @
- 1999 -2022 President @
- 1999 -2022 President STFP @
- 1995 -1999 Senior VP - Investments @ First Southeastern Securities Group, Inc.
- 1993 -1995 VP - Investments @ Meridian Associates, Inc.
- 1988 -1993 End User Support Representative @
Marc Wolff Education
- University of Florida
Bachelor of Science (BS) (Business Finance)
1987-1992 - Riverview High School 1983-1987
Marc Wolff Skills
- Strategic Planning
- Investments
- Retirement Planning
- Business Strategy
- New Business Development
- Strategic Financial Planning
- Financial Analysis
- Insurance
- Mergers
- Team Building
- Project Management
- Sales Management
- Marketing Strategy
- Mergers & Acquisitions
- PowerPoint
- Mergers and Acquisitions
- Microsoft Excel
- Management
- Marketing
- Microsoft Word
- Leadership
- Marketing Management
- Public Speaking
- Market Research
- Team Management
- Microsoft Office
- Transportation
- Customer Service
- Project Planning
- Teamwork
Marc Wolff Summary
- Marc Wolff, based in Sarasota, FL, US, is currently a Partner, Managing Director at Beacon Pointe. Marc Wolff brings experience from previous roles at Southern Trust Financial Planning, Inc., Securities America, Inc. Member FINRA/SIPC, First Southeastern Securities Group, Inc. and Meridian Associates, Inc.. Marc Wolff holds a 1987 - 1992 Bachelor of Science (BS) in Business Finance @ University of Florida. With a robust skill set that includes Strategic Planning, Investments, Retirement Planning, Business Strategy, New Business Development and more. Marc Wolff has 2 emails and 1 mobile phone numbers on RocketReach.
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