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Mark Meredith Location
St. Louis, MO, US
Mark Meredith Work
2019 -now Founder @
2011 -2019 CERTIFIED FINANCIAL PLANNERâ„¢ Professional @
2010 -2011 Financial Professional Associate @
Mark Meredith Education
Eastern Illinois University
Bachelor's of Science (Finance)
2007-2010
Mark Meredith Skills
Investments
Portfolio Management
Retirement Planning
Wealth Management
Mutual Funds
ETFs
Index Funds
Microsoft Excel
Microsoft Word
Healthcare
PowerPoint
Project Management
Management
Mark Meredith Summary
Mark Meredith, based in St. Louis, MO, US, is currently a Founder at Meredith Wealth Planning. Mark Meredith brings experience from previous roles at TheBANK of Edwardsville and Prudential Financial. Mark Meredith holds a 2007 - 2010 Bachelor's of Science in Finance @ Eastern Illinois University. With a robust skill set that includes Investments, Portfolio Management, Retirement Planning, Wealth Management, Mutual Funds and more. Mark Meredith has 2 emails and 2 mobile phone numbers on RocketReach.
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