Mark Kallis Email & Phone Number
Senior Consultant @ FiduciaryVest, LLC
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Mark Kallis Location
- Atlanta, GA, US
Mark Kallis Work
- 2015 -now Senior Consultant @
- 2008 -2014 Director - Client Portfolio Manager @
- 1997 -2008 Vice President - Institutional Fixed Income Sales @
- 1996 -1997 Fixed Income Portfolio Strategist @
Mark Kallis Education
- Emory University - Goizueta Business School
Master of Business Administration - MBA (Finance,)
2014-2016 - Kenyon College
Bachelor of Arts - BA (Economics)
1990-1994 - Phillips Academy Andover 1986-1990
Mark Kallis Skills
- Asset Allocation
- Marketing
- Investments
- Investment Consulting
- Bloomberg
- Fixed Income
- Investment Advisory
- Institutional Investments
- Mutual Funds
- Hedge Funds
- Securities
- Series 63
- Wealth Management
- Business Development
- Derivatives
- Investment Policy Statements
- Alternative Investments
- Trading
- Bonds
- Series 7
- Financial Analysis
Mark Kallis Summary
- Mark Kallis, based in Atlanta, GA, US, is currently a Senior Consultant at FiduciaryVest, LLC. Mark Kallis brings experience from previous roles at StableRiver Capital Management LLC and SunTrust Robinson Humphrey. Mark Kallis holds a 2014 - 2016 Master of Business Administration - MBA in Finance, @ Emory University - Goizueta Business School. With a robust skill set that includes Asset Allocation, Marketing, Investments, Investment Consulting, Bloomberg and more. Mark Kallis has 2 emails and 2 mobile phone numbers on RocketReach.
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Top FiduciaryVest, LLC Employees
Harold Small
Senior Consultant
Atlanta, GA, US
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