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
- 2024 -now Senior Vice President, Wealth Advisor @
- 2022 -2024 Financial Planner and Investment Advisor @
- 2017 -2022 Financial Advisor @
- 2013 -2017 Wealth Advisor @ USAA
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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