Mark Koellner Email & Phone Number
Senior Vice President, Wealth Advisor @ SteelPeak Wealth
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Mark Koellner Location
- Dallas, TX, US
Mark Koellner Work
- Senior Vice President, Wealth Advisor @ (July 2024 - Present)
- Financial Planner and Investment Advisor @ (January 2022 - July 2024)
- Financial Advisor @ (November 2017 - January 2022)
- Wealth Advisor @ USAA (August 2013 - November 2017)
Mark Koellner Education
- Texas State University-San Marcos
Bachelor of Business Administration (BBA) (Marketing)
- Jack C. Hays Consolidated High School
Mark Koellner Skills
- Financial Analysis
- Estate Planning
- Banking
- Microsoft Excel
- Chartered Retirement
- Management
- Finance
- Financial Advisory
- Training
- Retirement Planning
- Investment Advisory
- Series 7
- Chartered Retirement Planning Counselor
- Wealth Management
- Investment Strategies
- Strategic Financial Planning
- Life Insurance
Mark Koellner Summary
- Mark Koellner, based in Dallas, TX, US, is currently a Senior Vice President, Wealth Advisor at SteelPeak Wealth. Mark Koellner brings experience from previous roles at Titleist Asset Management, Ltd., Edward Jones and USAA. Mark Koellner holds a Bachelor of Business Administration (BBA) in Marketing @ Texas State University-San Marcos. With a robust skill set that includes Financial Analysis, Estate Planning, Banking, Microsoft Excel, Chartered Retirement and more. Mark Koellner has 2 emails and 1 mobile phone numbers on RocketReach.
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