Mark Patzer Email & Phone Number
VP and Senior Wealth Advisor @ Compound
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Mark Patzer Location
- Novato, CA, US
Mark Patzer Work
- VP and Senior Wealth Advisor @ (September 2024 - Present)
- Senior Wealth Advisor @ (November 2022 - September 2024)
- Associate Financial Advisor at Karp Capital Management @ Karp Capital Management (September 2020 - September 2024)
- Associate Advisor @ (April 2019 - September 2020)
- Relationship Manager @ (November 2016 - September 2018)
- Investment Advisor @ (September 2015 - October 2016)
- Insurance Agent @ (December 2014 - September 2015)
- Field Marketing Specialist @ Coco Libre (May 2014 - December 2014)
- Sales Representative @ (January 2013 - December 2014)
Mark Patzer Education
- San Diego State University
Bachelor's Degree (International Relations and National Security Studies)
2013 - Beijing Normal University
Chinese Language (Chinese Language)
2010-2011
Mark Patzer Skills
- Public Speaking
- Strategy
- Leadership
- Social Networking
- Critical Illness
- Research
- Financial Analysis
- Medicare Advantage
- Long Term Care
- Health Insurance
- Program Management
- Project Management
- Capital Management
- Medicare Supplements
- Customer Service
- Securities
- Sales
- Marketing
- Term Life Insurance
- Investments
- Chinese Foreign Policy
- Social Media
- Chinese culture
- Marketing Strategy
- Retirement Planning
- Indexed Annuities
- Event Planning
- Universal Life
- Chinese politics
- PowerPoint
- Life Insurance
- Indexed Universal Life
- Microsoft Office
- Social Media Marketing
- Event Management
- Fixed Annuities
Mark Patzer Summary
- Mark Patzer, based in Novato, CA, US, is currently a VP and Senior Wealth Advisor at Compound. Mark Patzer brings experience from previous roles at Miracle Mile Advisors, Karp Capital Management, Boyd Wealth Management, LLC and Presidio Capital Management. Mark Patzer holds a Bachelor's Degree in International Relations and National Security Studies @ San Diego State University. With a robust skill set that includes Public Speaking, Strategy, Leadership, Social Networking, Critical Illness and more. Mark Patzer has 2 emails and 5 mobile phone numbers on RocketReach.
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