Mark Southern Email & Phone Number
Head of Investment Portfolio and Product Risk @ Wells Fargo
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Mark Southern Location
- Matthews, NC, US
Mark Southern Work
- 2014 -now Head of Investment Portfolio and Product Risk @
- 2009 -2013 Senior Vice President, Senior Municipal Credit Analyst @
- 2002 -2009 Senior Vice President, Director of Risk Policy and Monitoring @
- 2000 -2002 Vice President, Financial Consultant @
- 1997 -2000 Vice President, Manager of Portfolio Strategies @
- 1993 -1997 Vice-President, Manager of Portfolio Forecasting and Reserving @
- 1991 -1997 Bank Acquisition Due Diligence Team @
- 1991 -1992 Assistant Vice-President, Commercial Real Estate Lending Officer @
- 1990 -1991 Assistant Vice-President, Portfolio Reporting @
Mark Southern Education
- University of Florida
Bachelor of Arts - BA (Finance)
1986
Mark Southern Skills
- Bloomberg (including API)
- Microsoft Office expert
- Factset
- Morningstar
- Word
- Excel
- PowerPoint
- Access
- Outlook
- VBA
- Bloomberg
- Research
- Fixed Income
- Lotus Notes
- Budgeting
- Adobe Acrobat
- Bloomberg Terminal
- Administration
- Equities
- Derivatives
- Portia
- Performance Attribution
- Bonds
- Mutual Funds
- Investments
- Risk Management
- Credit
- Risk
- Asset Management
- Securities
- Capital Markets
- Financial Analysis
- Financial Modeling
- Investment Strategies
- Due Diligence
- Financial Markets
- Industry Analysis
- Structured Products
- Banking
- Options
- Economics
- Credit Risk
- Sales
- Bloomberg Including Api
- Strategy
- Marketing
- Microsoft Excel
- Bloomberg Including
- Market Risk
- Project Management
- Investment Management
- Keys
Mark Southern Summary
- Mark Southern, based in Matthews, NC, US, is currently a Head of Investment Portfolio and Product Risk at Wells Fargo. Mark Southern brings experience from previous roles at Wells Fargo, Evergreen Investments and First Union Corporation. Mark Southern holds a Bachelor of Arts - BA in Finance @ University of Florida. With a robust skill set that includes Bloomberg (including API), Microsoft Office expert, Factset, Morningstar, Word and more. Mark Southern has 4 emails and 2 mobile phone numbers on RocketReach.
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