1978 -1985 Vice President, Branch Manager @ Goldome Savings Bank
Mark Schlehr Education
College for Financial Planning
Certified Financial Planner (Personal Finance)
1997-1998
Canisius College
Bachelors of Science (Finance, Economics, and Business Management)
1977-1981
Mark Schlehr Skills
Wealth Management
Investments
Banking
Financial Services
Finance
Management
Credit
Loans
Mortgage Lending
Cross-functional Team Leadership
Financial Planning
Insurance
Retirement Planning
Portfolio Management
Strategic Planning
Microsoft Excel
Cross Functional Team Leadership
Customer Service
Mark Schlehr Summary
Mark Schlehr, based in Naples, FL, US, is currently a Area Business Manager - West Florida at Regions Private Wealth Management. Mark Schlehr brings experience from previous roles at Morgan Stanley, Wells Fargo and Goldome Savings Bank. Mark Schlehr holds a 1997 - 1998 Certified Financial Planner in Personal Finance @ College for Financial Planning. With a robust skill set that includes Wealth Management, Investments, Banking, Financial Services, Finance and more. Mark Schlehr has 1 emails and 1 mobile phone numbers on RocketReach.
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