1999 -2001 Manager Cross Retail Service Recovery @
1996 -1999 Brokerage Call Center Operations Manager @
1993 -1996 Premium Services Representative @
1991 -1993 Investment Consultant @
1985 -1991 Investment Officer @ BayBank
Mark Buchanan Education
Massachusetts College of Liberal Arts
Bachelor of Arts (B.A.) (History and Political Science)
Mark Buchanan Skills
Equities
Financial Services
Strategic Planning
Series 7
Mutual Funds
Process Improvement
Program Management
Portfolio Management
Relationship Management
Vendor Management
Business Analysis
Securities
Risk Management
Retirement
Project Management
Strategic Financial Planning
Investments
Wealth Management
Asset Managment
Equity Plans
Business Development
Management
Leadership
PowerPoint
Microsoft Excel
Microsoft Word
Customer Relationship Management Crm
Strategy
Customer Relationship Management
Mark Buchanan Summary
Mark Buchanan, based in Andover, MA, US, is currently a Branch Administrative Manager at Raymond James. Mark Buchanan brings experience from previous roles at Merrill Lynch, Fidelity Investments, Stock Plan Services and Fidelity Investments. Mark Buchanan holds a Bachelor of Arts (B.A.) in History and Political Science @ Massachusetts College of Liberal Arts. With a robust skill set that includes Equities, Financial Services, Strategic Planning, Series 7, Mutual Funds and more. Mark Buchanan has 3 emails and 2 mobile phone numbers on RocketReach.
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