Mark Iannarelli Email & Phone Number
Fixed Income Director @ Yellow Cardinal Advisory Group
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Mark Iannarelli Location
- Cincinnati, OH, US
Mark Iannarelli Work
- Fixed Income Director @ (August 2021 - Present)
- Principal @ Sidecar Advisors, LLC (March 2018 - Present)
- Investor, Non Executive Director @ (October 2018 - August 2022)
- Co-founder and CEO @ (February 2015 - October 2018)
- Business Development and Product Specialist, Municipal Fixed Income @ (August 2020 - August 2021)
- Advisor @ (May 2020 - August 2020)
- Managing Director, Head of Fixed Income @ (January 2019 - January 2020)
- Managing Director, Fixed Income @ Rockefeller & Co., Inc. (April 2011 - December 2016)
- Senior Vice President, Fixed Income @ Rockefeller & Co., Inc. (January 2011 - April 2011)
- Senior Vice President, Fixed Income Portfolio Management @ (June 2004 - December 2010)
- Assistant Portfolio Manager @ (June 2000 - May 2004)
- Associate @ TD Waterhouse Discount Brokerage - National Investor Services (June 1999 - April 2000)
Mark Iannarelli Education
- University of Kentucky
Bachelor of Business Administration (Finance)
1999-1999 - Archbishop Wood Catholic High School
Mark Iannarelli Skills
- Securities
- Series 63
- Portfolio Management
- Bloomberg
- Asset Managment
- Bloomberg Terminal
- Fixed Income
- Fixed Income Portfolio Management
- Investments
- Wealth Management
- Financial Analysis
- Mutual Funds
- Asset Allocation
- Asset Management
- Alternative Investments
Mark Iannarelli Summary
- Mark Iannarelli, based in Cincinnati, OH, US, is currently a Fixed Income Director at Yellow Cardinal Advisory Group. Mark Iannarelli brings experience from previous roles at Sidecar Advisors, LLC, Endless Riff and True Market LLC. Mark Iannarelli holds a 1999 - 1999 Bachelor of Business Administration in Finance @ University of Kentucky. With a robust skill set that includes Securities, Series 63, Portfolio Management, Bloomberg, Asset Managment and more. Mark Iannarelli has 3 emails and 1 mobile phone numbers on RocketReach.
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