Vice President Treasury Management Consultant @ (October 2021 - June 2023)
Vice President - Business Development @ (September 2016 - November 2021)
Vice President - Treasury Consultant @ (January 2014 - September 2016)
First Vice President - Private Client Group, Financial Advisor @ (May 2013 - October 2013)
Vice President - Fixed Income and Treasury Consultant @ M&T Securities Inc. (February 2005 - May 2013)
Mark Phelps Education
UNC Charlotte Belk College of Business
Bachelor's degree (Finance and Financial Management Services)
1994-1999
Mark Phelps Skills
Banking
Business Relationship Management
Cash Management
Commercial Banking
Credit
Entrepreneurship
Finance
Financial Advisory
Financial Analysis
Financial Services
Fixed Income
Fixed Income Portfolio Management
Investments
Municipal Bonds
New Business Development
Not for Profit
Portfolio Management
Private Banking
Relationship Management
Risk Management
Sales
Series 63
Series 7
Small Business
Treasury Management
Wealth Management
Mark Phelps Summary
Mark Phelps, based in Charlotte, NC, US, is currently a Executive Director, Multinational Corporations, Relationship Executive at J.P. Morgan. Mark Phelps brings experience from previous roles at Truist and Wells Fargo. Mark Phelps holds a 1994 - 1999 Bachelor's degree in Finance and Financial Management Services @ UNC Charlotte Belk College of Business. With a robust skill set that includes Banking, Business Relationship Management, Cash Management, Commercial Banking, Credit and more. Mark Phelps has 3 emails and 2 mobile phone numbers on RocketReach.
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