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Mark McFarland Location
Madison, WI, US
Mark McFarland Work
Wealth Advisor @ (March 2020 - Present)
Co-CEO @ (March 2020 - Present)
Financial Advisor @ (July 2009 - March 2020)
Private Wealth Management Analyst @ (January 2008 - December 2008)
Risk Consulting Intern @ (June 2008 - August 2008)
Mark McFarland Education
University of Wisconsin-Madison - School of Business
Bachelor of Business Administration (Finance, Investment & Banking)
2006-2010
Mark McFarland Skills
Finance
Wealth Management
Investment Strategies
Asset Allocation
Strategic Planning
Valuation
Mutual Funds
Project Management
Financial Analysis
Retirement
401k
Series 7
Investments
Retirement Planning
401k Rollovers
Risk Management
Portfolio Strategies
Microsoft Office
401K Options
Mark McFarland Summary
Mark McFarland, based in Madison, WI, US, is currently a Co-CEO at Madison Partners. Mark McFarland brings experience from previous roles at Madison Partners, Edward Jones, Merrill Lynch and Marsh. Mark McFarland holds a 2006 - 2010 Bachelor of Business Administration in Finance, Investment & Banking @ University of Wisconsin-Madison - School of Business. With a robust skill set that includes Finance, Wealth Management, Investment Strategies, Asset Allocation, Strategic Planning and more. Mark McFarland has 2 emails and 1 mobile phone numbers on RocketReach.
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