Mark Burford's Location
Bend, OR, US
Mark Burford's Work
- Co-Owner Wealth Management Advisor @ Tallus Capital Management
- Wealth Management Advisor @ Bank of America Merrill Lynch
- Past Presidnet @ Rotary International
- Past Presinden @ Rotary International
- Wealth Management Advisor @ Edward Jones
- Area Vice President @ Spherion
Mark Burford's Education
- Lewis & Clark College
Bachelor of Science (B.S.) (Business and Finance)
1976 - 1979
Mark Burford's Skills
- Donor Advised Funds
- Permanent Life Insurance
- Portfolio Management
- Social Security
- ETFs
- Term Life Insurance
- Robo Advisory
- Socially Responsible Investing
- Variable Annuities
- Public Speaking
Mark Burford's Summary
Mark Burford, based in Bend, OR, US, is currently a Co-Owner Wealth Management Advisor at Tallus Capital Management, bringing experience from previous roles at Bank of America Merrill Lynch, Rotary International and Edward Jones. Mark Burford holds a 1976 - 1979 Bachelor of Science (B.S.) in Business and Finance @ Lewis & Clark College. With a robust skill set that includes Donor Advised Funds, Permanent Life Insurance, Portfolio Management, Social Security, ETFs and more, Mark Burford contributes valuable insights to the industry. Mark Burford has 1 email and 1 mobile phone number on RocketReach.
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