Mark Held Email & Phone Number
Director - Centralized Supervision Unit @ Financial Services Company
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Mark Held Location
- Saint Paul, MN, US
Mark Held Work
- 2017 -now Director - Centralized Supervision Unit @
- 2016 -2017 Senior Manager @
- 2011 -2016 Supervisor -Annuity Supervision @
- 2001 -2011 Compliance Director @
- 2000 -2001 Assistant Director of Compliance @
Mark Held Education
- University of Minnesota Duluth
Bachelor of Arts (Economics)
1984-1989
Mark Held Skills
- Series 7
- Financial Services
- Mutual Funds
- Securities
- Risk Management
- FINRA
- Series 6
- Inheritance Tax Planning
- Fixed Annuities
- Policy
- Change Management
- Investments
- Financial Modeling
- Series 24
- Insurance
- Series 63
- Wealth Management
- Auditing
- Corporate Law
Mark Held Summary
- Mark Held, based in Saint Paul, MN, US, is currently a Director - Centralized Supervision Unit at Ameriprise Financial Services, Inc.. Mark Held brings experience from previous roles at Ameriprise Financial Services, Inc. and PrimeVest Financial Services. Mark Held holds a 1984 - 1989 Bachelor of Arts in Economics @ University of Minnesota Duluth. With a robust skill set that includes Series 7, Financial Services, Mutual Funds, Securities, Risk Management and more. Mark Held has 3 emails and 2 mobile phone numbers on RocketReach.
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