Mark Ferro Email & Phone Number
Head of Client Growth and Development @ AdvisorHub
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Mark Ferro Location
- New York, United States
Mark Ferro Work
- Head of Client Growth and Development @ (May 2022 - Present)
- Divisional Sales Manager, NY, New England @ OppenheimerFunds, Inc. (December 1983 - June 2022)
- Recruiter, Business Development @ (January 2018 - December 2021)
- Divisional Sales Manager @ (December 1983 - July 2017)
- SVP Division Manager @ (December 1983 - June 2017)
- Division Sales Manager @ (November 1983 - June 2017)
Mark Ferro Education
- St. Francis College
Bachelor of Science (BSc) (Business Management)
1979-1983
Mark Ferro Skills
- Mutual Funds
- Investments
- Separately Managed Accounts
- Alternative Investments
- Asset Allocation
- Investment Management
- Wealth Management
- Retirement
- Asset Management
- 401k
- Equities
- Securities
- FINRA
- Retirement Planning
- Investment Advisory
- Investment Strategies
- Marketing
- Uniform Combined State Law
- Portfolio Management
- IRAs
- Financial Advisory
- Fixed Income
- ETFs
- Strategic Leadership
- Financial Planning
- Asset Managment
- Strategic Financial Planning
- 401(k) Retirement Savings Plans
- Selling
- Series 6
- Public Speaking
- Team Building
- Sales
- Series 7
- 401k Retirement Savings Plans
- Series 63
- Business Strategy
- Wholesaling
- Microsoft Office
- Consultative Selling
- Coaching
- Series 65
- 529 Plans
- Change Management
- Uniform Combined State
- Series 24
- Separately Managed
- IRA's
- 401 Retirement Savings Plans
Mark Ferro Summary
- Mark Ferro, based in New York, United States, is currently a Head of Client Growth and Development at AdvisorHub. Mark Ferro brings experience from previous roles at OppenheimerFunds, Inc., American Portfolios and OppenheimerFunds. Mark Ferro holds a 1979 - 1983 Bachelor of Science (BSc) in Business Management @ St. Francis College. With a robust skill set that includes Mutual Funds, Investments, Separately Managed Accounts, Alternative Investments, Asset Allocation and more. Mark Ferro has 2 emails and 1 mobile phone numbers on RocketReach.
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