Mark Corcoran Email & Phone Number
CIO and OCIO @ Innovative Asset Solutions
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Mark Corcoran Location
- United States
Mark Corcoran Work
- 2018 -now CIO and OCIO @
- 2019 -now President @
- 2016 -2018 Vice President, Senior Portfolio Manager, Private Wealth Management @
- 2012 -2016 Founder, Chief Market Strategist, Director of Research @
- 2008 -2012 Senior Vice President, Director of Research, Individual Investor Group @
- 2003 -2007 Brookridge Capital Management LLC @ Private Company
- 2004 -2005 Adjunct Instructor @
- 1999 -2003 Vice President, Senior Analyst, Fundamental Research Group Leader @
- 1997 -1999 Equity Analyst, Co-Portfolio Manager @
- 1995 -1997 Equity Analyst @
- 1994 -1995 Financial Advisor and Broker @
Mark Corcoran Education
- CFA Institute
Chartered Financial Analyst designation
1999 - University of Puget Sound
Bachelor of Arts - BA (International/Global Studies)
1988-1992 - Universität Passau
German Language and Literature (International Affairs)
1990-1991
Mark Corcoran Skills
- Wealth Management
- Engaging Public Speaker
- Written & Oral Presentation Skills
- Portfolio Management
- Asset Allocation
- Financial Modeling
- Equity Research
- Investments
- Mutual Funds
- Equities
- Asset Management
- Valuation
- Financial Analysis
- Investment Management
- Finance
- Securities
- CFA Designation
- Public Speaking
- Written and Oral Presentation Skills
- Management
- Series 87
- Research
- Training
- Series 24
- Project Management
- Social Media
- Series 66
- Series 7
Mark Corcoran Summary
- Mark Corcoran, based in United States, is currently a CIO and OCIO at Innovative Asset Solutions. Mark Corcoran brings experience from previous roles at Jefferson Research LLC, U.S. Bank, ECRG LLC and D.A. Davidson & Co.. Mark Corcoran holds a Chartered Financial Analyst designation @ CFA Institute. With a robust skill set that includes Wealth Management, Engaging Public Speaker, Written & Oral Presentation Skills, Portfolio Management, Asset Allocation and more. Mark Corcoran has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Innovative Asset Solutions Employees
Mark Corcoran
CIO and OCIO
United States
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