Mark Hoaglin Email & Phone Number
Interim VP of Wealth Management @ SAFE Credit Union
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Mark Hoaglin Location
- California, United States
Mark Hoaglin Work
- 2021 -2021 President @ Mark Hoaglin Growth Advisors - A Financial Services Consulting Company
- 2025 -now Interim VP of Wealth Management @
- 2025 -now Wealth Management Program Growth Advisor @
- 2025 -2025 Wealth Management Growth Advisor @
- 2021 -2024 Sr. Vice President Wealth Management and Insurance Services @
- 2021 -2021 Strategic Advisor @
- 2014 -2021 Executive Director Managed Programs @
- 2014 -2021 Sr. Vice President Managed Programs @
- 2014 -2014 Regional Program Manager @
- 2009 -2014 VP Investments and Insurance @
- 2009 -2009 President and Owner @ Native Son Ventures, Inc.
- 2008 -2009 Sr. VP, Credit Unions @
- 2004 -2007 President and CEO @
- 2003 -2005 Investment Sales Director @
- 1997 -2002 First VP Regional Investment Manager @
Mark Hoaglin Education
- Stanford University
Bachelor's degree
- Stanford University
Cliveden, England - Overseas Study
- University of San Diego
MBA, Finance, Strategic Management
- Kearny High School
Mark Hoaglin Skills
- Investment Program Growth Expert
- Insurance Sales Growth Expert
- Sales Coach/Trainer
- Banking
- Compliance
- Sales Management
- Start-ups
- Investments
- Insurance
- Sales
- Business Development
- Program Management
- Mutual Funds
- Financial Services
- Management
- Mergers & Acquisitions
- Strategy
- Credit
- Leadership
- Finance
- Business Planning
- Loans
- Executive Management
- Small Business
- Strategic Planning
- Budgets
- Team Building
- Budgeting
Mark Hoaglin Summary
- Mark Hoaglin, based in California, United States, is currently a Interim VP of Wealth Management at SAFE Credit Union. Mark Hoaglin brings experience from previous roles at Mark Hoaglin Growth Advisors - A Financial Services Consulting Company and Dupaco Community Credit Union. Mark Hoaglin holds a Bachelor's degree @ Stanford University. With a robust skill set that includes Investment Program Growth Expert, Insurance Sales Growth Expert, Sales Coach/Trainer, Banking, Compliance and more. Mark Hoaglin has 4 emails and 5 mobile phone numbers on RocketReach.
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