Mark Kooiman Email & Phone Number
Private Wealth Manager and Partner @ Creative Planning
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Mark Kooiman Location
- Monterey, CA, US
Mark Kooiman Work
- 2025 -now Private Wealth Manager and Partner @
- 2017 -2025 Sr. Wealth Manager @
- 2012 -2017 Writer @ Michels Communications
- 2013 -2016 Financial Consultant @
- 2012 -2013 Associate Financial Consultant @
- 2006 -2012 High Net Worth Trader and Proactive Outreach Consultant @
- 2005 -2006 Personal Banker @
Mark Kooiman Education
- Minnesota State University, Mankato
Corporate and Institutional Finance
1998-2002 - University of Massachusetts, Amherst
(Finance and Financial Management Services)
2001-2002
Mark Kooiman Summary
- Mark Kooiman, based in Monterey, CA, US, is currently a Private Wealth Manager and Partner at Creative Planning. Mark Kooiman brings experience from previous roles at Monterey Private Wealth, Inc., Michels Communications and Charles Schwab. Mark Kooiman holds a 1998 - 2002 Corporate and Institutional Finance @ Minnesota State University, Mankato. Mark Kooiman has 2 emails and 1 mobile phone numbers on RocketReach.
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