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 @
now Senior Vice President, Senior Municipal Credit Analyst @
now Senior Vice President, Director of Risk Policy and Monitoring @
now Vice President, Financial Consultant @
now Vice President, Manager of Portfolio Strategies @
now Vice-President, Manager of Portfolio Forecasting and Reserving @
now Bank Acquisition Due Diligence Team @
now Assistant Vice-President, Commercial Real Estate Lending Officer @
now 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 2 emails and 2 mobile phone numbers on RocketReach.
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