Mark Poelma's Location
California, United States
Mark Poelma's Work
- Vice President @ EPIQ Capital Group
- Investment Associate @ EPIQ Capital Group
- Client Service Analyst at Fidelity Family Office @ Fidelity Investments
- Investment Consultant @ Fidelity Investments
- Premium Relationship Associate @ Fidelity Investments
- Teller @ Wells Fargo
Mark Poelma's Education
- University of Nevada-Reno
Bachelor of Science (B.S.) (Finance, General)
2006 - 2011
Mark Poelma's Skills
- Financial Analysis
- Finance
- Investments
- Portfolio Management
- Financial Services
- Risk Management
- Financial Planning
- Mutual Funds
- Retirement Planning
- Microsoft Excel
Mark Poelma's Summary
Mark Poelma, based in California, United States, is currently a Vice President at EPIQ Capital Group, bringing experience from previous roles at EPIQ Capital Group and Fidelity Investments. Mark Poelma holds a 2006 - 2011 Bachelor of Science (B.S.) in Finance, General @ University of Nevada-Reno. With a robust skill set that includes Financial Analysis, Finance, Investments, Portfolio Management, Financial Services and more, Mark Poelma contributes valuable insights to the industry. Mark Poelma has 4 emails and 1 mobile phone number on RocketReach.
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