Mark Poulin Email & Phone Number
Financial Advisor | First Vice President
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Mark Poulin Location
- Columbus, OH, US
Mark Poulin Work
- Financial Advisor | First Vice President @ The Edwards Group at Morgan Stanley (May 2014 - Present)
- President and CEO @ Palm Enterprises (December 2009 - April 2014)
- National Sales Manager @ AEGON/Transamerica (June 2007 - December 2009)
- District Specialist @ Merrill Lynch (January 2005 - June 2007)
- Divisional Sales Manager and RVP @ ING (February 1998 - January 2005)
- Advisor @ Morgan Stanley Smith Barney (January 1994 - January 1998)
- Advisor @ Prudential Securities (January 1990 - January 1994)
Mark Poulin Education
- Franklin University
MBA (Finance)
1994-1995 - The Ohio State University
(Business Management)
1985-1988
Mark Poulin Skills
- Wealth
- Change Management
- Estate Planning
- Insurance
- 401k
- Retirement
- Analysis
- Leadership
- Asset Management
- Business Development
- Coaching
- Retirement Planning
- Wealth Management
- Investment Advisory
- Life Insurance
- Strategic Financial Planning
- Risk Management
- Financial Services
- Sales
- Alternative Investments
- Investments
- Small Business
- Sales Management
- IRAs
- Fixed Annuities
- Mutual Funds
- Securities
- Series 63
- Financial Advisory
- Asset Allocation
- Management
- Portfolio Management
Mark Poulin Summary
- Mark Poulin, based in Columbus, OH, US, is currently a Financial Advisor | First Vice President at The Edwards Group at Morgan Stanley. Mark Poulin brings experience from previous roles at Palm Enterprises, AEGON/Transamerica, Merrill Lynch and ING. Mark Poulin holds a 1994 - 1995 MBA in Finance @ Franklin University. With a robust skill set that includes Wealth, Change Management, Estate Planning, Insurance, 401k and more. Mark Poulin has 1 emails and 4 mobile phone numbers on RocketReach.
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