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Mark Elder Location
Frisco, TX, US
Mark Elder Work
2020 -now Founding President @
2012 -now Financial Services Professional @
2012 -now Agent @
2014 -2021 Board President, Director, and Committee Chair @ NAIFA-Dallas
2004 -2012 Regional Relationship Manager @
2003 -2004 Account Executive @ Insight Media
2002 -2003 Wireless Sales Consultant @
1999 -2001 Sales Representative @
1995 -1999 Medical Services Journeyman @
Mark Elder Education
Illinois State University
Bachelor of Science (Business-Marketing)
2001-2003
Mark Elder Skills
401k Rollovers
Leadership
Financial Services
Sales
Retirement Planning
Marketing
Life Insurance
Sales Process
Investments
Sales Management
New Business Development
Small Business
Estate Planning
Business Development
Customer Retention
Business Planning
Mutual Funds
Lifetime Income Strategies
Asset Protection
Supplements to Employee Benefits
Business Succession Planning
Public Speaking
Management
Team Leadership
Customer Service
Team Building
Relationship Management
Retirement
Income Protection
IRA Rollovers
Wealth Transfer Strategies
Wealth Preservation Planning
Licensed in Long Term Care Insurance
Buy-sell Agreements
Key Person Protection
Business Exit Strategy
Employee Benefits
Licensed Life and Health Insurance Agent
Legacy Planning
Microsoft Excel
Healthcare
Securities
Networking
Buy Sell Agreements
Information Security
Network Security
Mark Elder Summary
Mark Elder, based in Frisco, TX, US, is currently a Founding President at ClearPath Wealth Strategies | Who Ya Know Show. Mark Elder brings experience from previous roles at NYLIFE Securities LLC, NAIFA-Dallas and Gaggle.Net, Inc.. Mark Elder holds a 2001 - 2003 Bachelor of Science in Business-Marketing @ Illinois State University. With a robust skill set that includes 401k Rollovers, Leadership, Financial Services, Sales, Retirement Planning and more. Mark Elder has 4 emails and 3 mobile phone numbers on RocketReach.
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