Mark Callen Email & Phone Number
Sales and Client Partnerships Manager @ Innominds
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Mark Callen Location
- New York, NY, US
Mark Callen Work
- 2019 -now Sales and Client Partnerships Manager @
- 2017 -2019 Senior Account Executive @
- 2014 -2017 Business Development Executive @
- 2011 -2014 Managing Director @ Only Insight
- 2011 -2014 Vice President - Customer Success @ Oventio (acquired by REDBOOKS)
- 2007 -2008 Vice President-JPM Investment Advisor @
- 2005 -2007 Financial Advisor @ Citi Smith Barney (acquired by Morgan Stanley)
- 1997 -2003 Account Manager @
Mark Callen Education
- College of the Holy Cross
BA (Economics)
- Fordham Gabelli School of Business
MBA (Finance)
Mark Callen Skills
- Equities
- Investments
- Mutual Funds
- Fixed Income
- Portfolio Management
- Financial Analysis
- Risk Management
- Relationship Management
- New Business Development
- Customer Acquisition
- Sales Growth
- Account Management
- Financial Advisory
- SEC
- Fixed Annuities
- Adobe Contribute
- Insurance
- Accruals
- Fee
- Market Research
- Adjustments
- Finance
- Serving
- Money Market
- Business Administration
- Road
- Liability
- Data Conversion
- Municipalities
- Management
- System Automation
- Financial Statements
- General Ledger
- Investment Portfolios
- Municipal Bonds
- Security
- Funding
- Resume
- Currency
- Delivering Results
- 529 Plans
- Bookings
- Resolve
- Clearing
- Auditing
- Boston
- Accounting
- Liaising
- NAV
- Bonds
- Valuation
- Settlement
- Entry
- Education
- Offering
- Institutional Investments
- Asset Allocation
- Futures
- Strategy
- Life Insurance
- Account Reconciliation
- Strategies
- FINRA
- Asset Management
- Deloitte
- Portfolio Managers
- Research
- Business Groups
- Reporting
- Loans
- Financial Markets
- Structured Products
- Jersey
- Economics
- Yahoo
- ADRs
- Education Funding
- Interfacing
- Private Bank
- Swaps
- New Clients
- Active
- Operations
- Major Accomplishments
- Credit
- Small Business
- Contractual Agreements
- Presentations
- Income
- Pricing
- Yield
- Responsibility
- Banking
- International
- Art
- Executive Management
- Portfolio
- Private Clients
- Trust
- New York
- Government
- Mortgage Lending
- Treasurers
- Government Bonds
- Wealth Management
- Outlook
- Addressing
- Alternative Assets
- Rate
- Proposal Writing
- Cash
- Business Process
- Asset
- Staff Development
- Risk
- Trading
- Retirement
- Series 7
- Securities
Mark Callen Summary
- Mark Callen, based in New York, NY, US, is currently a Sales and Client Partnerships Manager at Innominds. Mark Callen brings experience from previous roles at FYI Solutions, Ascendum Solutions, Only Insight and Oventio (acquired by REDBOOKS). Mark Callen holds a BA in Economics @ College of the Holy Cross. With a robust skill set that includes Equities, Investments, Mutual Funds, Fixed Income, Portfolio Management and more. Mark Callen has 1 emails and 1 mobile phone numbers on RocketReach.
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Mark Callen
Sales and Client Partnerships Manager
New York, NY, US
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