Mark Merritt Email & Phone Number
National Accounts, Financial Institutions @ Simplicity Group
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Mark Merritt Location
- West Hartford, CT, US
Mark Merritt Work
- 2024 -now National Accounts, Financial Institutions @
- 2019 -2024 Founder and President @ Merritt Consulting Group LLC
- 2022 -2024 Director, Enterprise Sales @
- 2019 -2020 National Sales Director @ Prosperity Life Group
- 2018 -2019 Former Chief Distribution Officer @
- 2004 -2018 Managing Director Relationship Strategies @
- 2000 -2004 National Accounts Financial Institutions @ American Skandia(Prudential)
Mark Merritt Education
- Assumption University 1987-1991
Mark Merritt Skills
- Series 7
- Series 63
- Mutual Funds
- Wealth Management
- Fixed Annuities
- Series 6
- Retirement Planning
- Certified Business Coach
- Series 26
- Life Insurance
- Relationship Management
- Institutional Sales
- Series 65
Mark Merritt Summary
- Mark Merritt, based in West Hartford, CT, US, is currently a National Accounts, Financial Institutions at Simplicity Group. Mark Merritt brings experience from previous roles at Merritt Consulting Group LLC, Zinnia, Prosperity Life Group and Covr Financial Technologies. Mark Merritt holds a 1987 - 1991 Assumption University. With a robust skill set that includes Series 7, Series 63, Mutual Funds, Wealth Management, Fixed Annuities and more. Mark Merritt has 3 emails and 2 mobile phone numbers on RocketReach.
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