Mark Helliker Email & Phone Number
Chief Operating Officer @ Praxis Solutions, Inc
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Mark Helliker Location
- San Diego, CA, US
Mark Helliker Work
- 2026 -now Chief Operating Officer @
- 2024 -2025 Chief Operating Officer @
- 2018 -2024 Executive Management Consultant @ Executive Consultant|Wealth Management Industry Expert
- 2017 -2018 Management Consultant and Interim Chief Operating Officer at HD Vest @ HD Vest Financial Services/Avantax Wealth Management
- 2008 -2015 Managing Director @
- 1998 -2008 Senior Vice President, Advisor Services @
- now Vice President @
- 1985 -1987 Television News Research @
Mark Helliker Education
- Harvard Business School
(Executive and Board Information Technology Leadership Program)
2012-2012 - Harvard Business School
The General Management Program
2011-2011 - San Diego State University
MBA (Organizational Leadership)
1988-1991 - University of Portsmouth
Political Science (Bachelor of Arts with Honors)
1981-1984 - Kingsfield
Mark Helliker Skills
- Risk Management
- Strategy
- Wealth Management
- Trading
- Investment Advisory
- Securities
- FINRA
- Series 65
- Uniform Combined State Law
- Change Management
- Series 7
- Asset Management
- Investments
- Strategic Planning
- Fixed Income
- Hedge Funds
- Financial Services
- Business Analysis
- Mutual Funds
- Portfolio Management
- Management
- Equities
- Training
Mark Helliker Summary
- Mark Helliker, based in San Diego, CA, US, is currently a Chief Operating Officer at Praxis Solutions, Inc. Mark Helliker brings experience from previous roles at Realta Wealth, Executive Consultant|Wealth Management Industry Expert, HD Vest Financial Services/Avantax Wealth Management and LPL Financial. Mark Helliker holds a 2012 - 2012 Harvard Business School. With a robust skill set that includes Risk Management, Strategy, Wealth Management, Trading, Investment Advisory and more. Mark Helliker has 2 emails and 1 mobile phone numbers on RocketReach.
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