Senior Financial Advisor, First Vice President - Investments @ (October 2000 - April 2022)
Financial Advisor, Vice President - Investments @ George K. Baum & Company (March 1996 - October 2000)
Financial Advisor, Associate Vice President @ (October 1988 - March 1996)
Financial Advisor @ (June 1983 - October 1988)
College Intern @ (June 1982 - May 1983)
Mark Sewalson Education
Augustana University (SD)
Bachelor of Arts (Business Administration and Economics)
1979-1983
Mark Sewalson Skills
401(k) Options
Asset Allocation
Board Administration
Board Governance
Board Operation
Insurance
Investment Planning
Investment Strategies
Investments
Multigenerational Wealth Planning
Non-profit Board Leadership
Retirement Planning
Sales
Tax–Efficient Strategies
Wealth-Preservation Planning
Mark Sewalson Summary
Mark Sewalson, based in Kansas City, MO, US, is currently a President of the Board of Directors at City Union Mission. Mark Sewalson brings experience from previous roles at Sewalson Milazzo Financial Consulting Group, LLC., Wells Fargo Advisors, George K. Baum & Company and SALOMON SMITH BARNEY. Mark Sewalson holds a 1979 - 1983 Bachelor of Arts in Business Administration and Economics @ Augustana University (SD). With a robust skill set that includes 401(k) Options, Asset Allocation, Board Administration, Board Governance, Board Operation and more. Mark Sewalson has 2 emails and 5 mobile phone numbers on RocketReach.
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