Mark Bourgeois Email & Phone Number
President and Founder
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Mark Bourgeois Location
- Geneva, GE, CH
Mark Bourgeois Work
- President and Founder @ Avacar Financial (April 1999 - Present)
- Vice President EMEA @ (March 2011 - March 2015)
- President and Founder @ (April 1999 - December 2008)
Mark Bourgeois Education
- The American College of Financial Services
CLF (Chartered Leadership Fellow)
2010-2011 - University of Georgia - Terry College of Business
Certified Financial Planner (CFP)
2010-2011 - The American College of Financial Services
RICP (Retirement Income Certified Professional, Retirement Planning)
2017 - Canterbury Christ Church University
MBA (International Business)
- UMass Boston
BA (Pre-Law)
- Canterbury University
MBA (International Business)
- Terry School of Business, University of Georgia
Chartered Leadership Fellow Program * The American College ((2/2012))
Mark Bourgeois Skills
- Account Management
- Analytical Skills
- Business Development
- Business Strategy
- Business-to-Business (B2B)
- Certified Financial Planner
- Consulting
- Customer Relationship Management (CRM)
- Direct Sales
- Employee Benefits Design
- Entrepreneurship
- Estate Planning
- Executive Management
- Finance
- Financial Advisory
- Financial Analysis
- Financial Planning
- Financial Services
- Insurance
- Investment Management
- Investment Strategies
- Investments
- Leadership
- Leadership Development
- Life Insurance
- Management
- Market Planning
- Marketing
- Marketing Strategy
- Mentoring
- Mergers & Acquisitions (M&A)
- Operations Management
- Organizational Leadership
- Portfolio Management
- Recruiting
- Relationship Building
- Retirement Planning
- Sales
- Sales & Marketing
- Sales Management
- Sales Processes
- Small Business
- Solution Selling
- Talent Management
- Team Building
- Team Leadership
- Training
- Wealth Management
- Working with Brokers
- Securities
- Protection
- Retirement
- AIC
- Annuity
- Asset
- Asset Management
- International Business
- Analysis
- Planning
- Long Term Care
- Wealth
- Entrepreneur
- Strategic Planning
- Management Consulting
- Equities
- Employee Benefits
- Start-ups
- Risk Management
- Strategic Financial Planning
- Fixed Annuities
- IRAs
- Long-term Care
- Personal Finance
- Financial Planners
- Global Finance
- International Financial Institutions
- International Tax
- International Finance
- FINRA
- Series 6
- 401k
- High Net Worth Individuals
- 401k Rollovers
- Term Life Insurance
- Wealth Accumulation
- Series 7
- Market
- Channel
- Expenses
- Net
- Trend Analysis
- Operating Expenses
- England
- Preserve
- Budget Development
- International Leadership
- Sales and Marketing
- Point of Sale
- Erosion
- Vibrant
- Revenue
- Design
- Insurance Planning
- Hsbc
- Casualty Insurance
- Financial Structuring
- Boston
- Attorneys
- Execution
- Georgia
- Seminars
- Business Services
- Barclays
- Asia
- Strategy
- Family Office
- Sold
- Sales Promotion
- Geneva
- Property
- Variable
- Affluent
- Progression
- American
- Results Driven
- Eastern Europe
- Advertising Agency
- Property Management
- P&l
- Product Marketing
- Producing
- Pre Law
- Start Up Organizations
- Business Expansion
- Private Bank
- Open Architecture
- Core Competencies Include
- Licensure
- Operations
- Suite
- Turn Around Management
- Sales Trainings
- Project Planning
- Switzerland
- Market Share
- Brokers
- Accident
- Increased Profitability
- Responsibility
- Cost Engineering
- Distribution
- International
- Banking
- Growth Strategies
- Art
- Renewal
- Google Groups
- Start Ups
- Tax
- Family Planning
- Marketplace
- Windows CE
- Image Capture
- Territory Management
- Network Communications
- Agents
- Platforms
- Budgets
- International Management
- Staff Development
- Planners
- Delivery
- EMEA
- Farms
- Due Diligence
- Strategic Partnerships
- Valuation
- Mergers
- Program Management
- Mergers and Acquisitions
- Presentation Skills
- Public Speaking
- Change Management
- Presentations
- Presentation Coaching
- Presentation Development
Mark Bourgeois Summary
- Mark Bourgeois, based in Geneva, GE, CH, is currently a President and Founder at Avacar Financial. Mark Bourgeois brings experience from previous roles at International Planning Group and Avacar Financial (formerly MB Advisory Group). Mark Bourgeois holds a 2010 - 2011 CLF in Chartered Leadership Fellow @ The American College of Financial Services. With a robust skill set that includes Account Management, Analytical Skills, Business Development, Business Strategy, Business-to-Business (B2B) and more. Mark Bourgeois has 2 emails and 3 mobile phone numbers on RocketReach.
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