Head of Client Growth and Development @ AdvisorHub
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Mark Ferro Location
New York, United States
Mark Ferro Work
2022 -
now Head of Client Growth and Development @
1983 -
2022 Divisional Sales Manager, NY, New England @ OppenheimerFunds, Inc.
2018 -
2021 Recruiter, Business Development @
1983 -
2017 Divisional Sales Manager @
1983 -
2017 SVP Division Manager @
1983 -
2017 Division Sales Manager @
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 3 emails and 1 mobile phone numbers on RocketReach.
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