Director of Product Marketplace @ (February 2025 - Present)
Director, Investor Relations @ (March 2023 - August 2024)
Managing Director @ (August 2022 - March 2023)
Regional Director and Manager @ (March 2018 - August 2022)
Regional Director @ (April 2012 - March 2018)
Regional Consultant @ (September 2007 - April 2012)
Licensed Financial Consultant @ (November 2006 - September 2007)
Mark Gallivan Education
Arizona State University
MBA (Finance)
University of Minnesota
Bachelor's of Science (Business Management)
Mark Gallivan Skills
Alternative Investments
Capital Raising
Business Development
Financial Planning
Private Credit
Estate Planning
Direct Lending
Bitcoin Mining
Trusts
Multi-generational Planning
Private Equity
Wealth Preservation
PPLI
Tax-advantaged Investment Strategies
Asset Allocation
Insurance Planning
Coaching
Wealth Management
Capital Markets
Investment Management
Investment Research
Practice Management
Asset Allocation Strategies
Personal Tax Planning
Mutual Funds
ETFs
Separately Managed Accounts
Financial Analysis
People Development
Investment Strategies
Team Management
Data Science
Machine Learning
Strategic Planning
Python (Programming Language)
Series 63
Consultative Selling
Banking
Consulting
Market
Public Speaking
Large Group
Fixed Annuities
Track Record of Success
Qualifying Prospects
Needs Analysis
Google Groups
Results Oriented
Face to Face
Georgia
Sales
Multi Tasking
History
Curriculum Design
High Quality
Client Meetings
Fee
Debate
Investments
Academic
Finance
Core Competencies Include
Series 6
Lead Generation
Active
Sales Material
Referrals
Climbing
Financial Services
Cultivate
Driving
Sales Management
Business Simulation
Data Profiling
Strategies
Work Ethic
Variable
Illustration
Training
Legal
Special Projects
Asset
Point of Sale
Sales Trainings
Wealth
Decision Making
Project
Product Offerings
Contractual Agreements
Management
Business Management
Managed Money
Revenue
Academic Background
Problem Solving
Science
Meetings
Train Employees
Summit
Delivery
Marks
Mock
Chicago
Series 65
Presentations
CRM
Columbus
Securities
Financial Markets
Internal Audit
Mark Gallivan Summary
Mark Gallivan, based in Scottsdale, AZ, US, is currently a Director, Product Marketplace at Amplify. Mark Gallivan brings experience from previous roles at College for Financial Planning, Amplify, Chicago Atlantic Group and Vise. Mark Gallivan holds a MBA in Finance @ Arizona State University. With a robust skill set that includes Alternative Investments, Capital Raising, Business Development, Financial Planning, Private Credit and more. Mark Gallivan has 1 emails and 2 mobile phone numbers on RocketReach.
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