Mark Fellows Email & Phone Number
Para-Planner @ Outcome Private Wealth
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Mark Fellows Location
- Salt Lake City, UT, US
Mark Fellows Work
- 2025 -now Para-Planner @
- 2019 -2025 Premier Banker @
- 2015 -2019 Personal Banker 2 @
- 2010 -2015 Relationship Banker @
- 2009 -2010 Financial Advisor @
- 2002 -2007 Marketing Director @ ICON Securities
- 2000 -2002 Investor Services Representative @
- 1999 -2000 Shareholder Services Representative @
Mark Fellows Education
- University of San Francisco School of Management
MBA (International Business)
2000-2003 - University of San Francisco
MA (Asia Pacific Studies)
2000-2002 - Utah State University
BA (Liberal Arts & Sciences)
1993-1999
Mark Fellows Skills
- Alternative Investments
- Leadership
- Series 63
- Financial Advisory
- PowerPoint
- Social Media
- Banking
- Public Speaking
- Accounting
- Fixed Income
- Corporate Finance
- Insurance
- Retirement Planning
- Valuation
- Sales
- Financial Modeling
- Capital Markets
- Investments
- Business Development
- Finance
- Asset Allocation
- Investment Advisory
- Strategic Planning
- Financial Services
- Wealth Management
- Equities
- Mutual Funds
- Microsoft Office
- Strategic Financial Planning
- Microsoft Word
- Investment Strategies
- FINRA
- Microsoft Excel
- Asset Management
- Marketing
- Risk Management
- Credit
- Training
- Customer Service
- Financial Analysis
- Budgets
- Financial Reporting
- Investment Banking
- Due Diligence
- Venture Capital
- Mandarin
- CRM
- Series 7
- Securities
- Analysis
Mark Fellows Summary
- Mark Fellows, based in Salt Lake City, UT, US, is currently a Para-Planner at Outcome Private Wealth. Mark Fellows brings experience from previous roles at Wells Fargo, JPMorgan Chase Bank, N.A. and Waddell & Reed Financial Services. Mark Fellows holds a 2000 - 2003 MBA in International Business @ University of San Francisco School of Management. With a robust skill set that includes Alternative Investments, Leadership, Series 63, Financial Advisory, PowerPoint and more. Mark Fellows has 3 emails and 1 mobile phone numbers on RocketReach.
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