Mark Parsons Email & Phone Number
Director of Operations @ AKT Wealth Advisors LP
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Mark Parsons Location
- Portland, OR, US
Mark Parsons Work
- 2024 -now Director of Operations @
- 2016 -2024 VP Senior Operations Manager - Wealth Management @
- 2012 -2016 VP Senior Operations Manager - Equipment Finance @
- 2005 -2012 AVP Operations Manager - Commercial Loan Services @
- 2003 -2005 Credit Manager and Assistant Store Manager @ Wells Fargo Financial
- 2001 -2003 Property Manager @ Copper Beech Townhome Communities, LLC
- 1996 -1998 International Representative Volunteer @
Mark Parsons Education
- Brigham Young University
B.A. (History)
1995-2001
Mark Parsons Skills
- Loans
- Performance Management
- Training
- Coaching
- Talent Management
- Banking
- Mortgage Lending
- Process Improvement
- Commercial Banking
- Operations Management
- Team Building
- Team Leadership
- Onboarding
- Commercial Lending
- Loan Origination
- Cross-functional Team Leadership
- Credit
- Management
- Strategic Planning
- Microsoft Excel
- Underwriting
- Finance
- Sales
- Leadership
- Microsoft Office
- Forecasting
- Risk Management
- Customer Service
- Recruiting
- Business Analysis
- Business Process Improvement
- Project Management
- Leadership Development
- PowerPoint
- Cross Functional Team Leadership
- Operations
Mark Parsons Summary
- Mark Parsons, based in Portland, OR, US, is currently a Director of Operations at Aldrich Wealth. Mark Parsons brings experience from previous roles at U.S. Bank and Wells Fargo Financial. Mark Parsons holds a 1995 - 2001 B.A. in History @ Brigham Young University. With a robust skill set that includes Loans, Performance Management, Training, Coaching, Talent Management and more. Mark Parsons has 2 emails and 1 mobile phone numbers on RocketReach.
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Top AKT Wealth Advisors LP Employees
Mark Parsons
Director of Operations
Portland, OR, US
Darin Richards
Chief Investment Officer
Lake Oswego, OR, US
Karen Price
Director Of Operations
Lake Oswego, OR, US
Chris van Dyke
Managing Director Private Investments
Portland, OR, US
Abbey Rollins
Partner + Lead Advisor
Portland, OR, US
Neil Plein
Lead Retirement Plan Consultant
Portland, OR, US
Joe Hutchinson
Senior Investment Strategist
Portland, OR, US
Luan Dollens
Chief Compliance Officer
Damascus, OR, US
Kayla Cook
Partner + Lead Advisor
United States
Heather Wonderly
President + CEO
Portland, OR, US
Clarissa Tawel
Lead Client Services Specialist, Family Office
Redondo Beach, CA, US
Mandi Little
Client Services Manager
Portland, OR, US
Casey McKillip
Lead Retirement Plan Consultant
Aurora, OR, US
Chris McNabb
Wealth Manager
Lake Oswego, OR, US
Dann Horowitz
Retirement Plan Consultant
Portland, OR, US
Tawny Ramones
Director of Financial Planning
Portland, OR, US
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