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
- Head of Investment Portfolio and Product Risk @ (January 2014 - Present)
- Senior Vice President, Senior Municipal Credit Analyst @ (January 2009 - January 2013)
- Senior Vice President, Director of Risk Policy and Monitoring @ (January 2002 - January 2009)
- Vice President, Financial Consultant @ (January 2000 - January 2002)
- Vice President, Manager of Portfolio Strategies @ (January 1997 - January 2000)
- Vice-President, Manager of Portfolio Forecasting and Reserving @ (January 1993 - January 1997)
- Bank Acquisition Due Diligence Team @ (January 1991 - January 1997)
- Assistant Vice-President, Commercial Real Estate Lending Officer @ (January 1991 - January 1992)
- Assistant Vice-President, Portfolio Reporting @ (January 1990 - January 1991)
Mark Southern Education
- University of Florida
Bachelor of Arts - BA (Finance)
1986
Mark Southern Skills
- Access
- Administration
- Adobe Acrobat
- Asset Management
- Banking
- Bloomberg
- Bloomberg (including API)
- Bloomberg Terminal
- Bonds
- Budgeting
- Capital Markets
- Credit
- Credit Risk
- Derivatives
- Due Diligence
- Economics
- Equities
- Excel
- Factset
- Financial Analysis
- Financial Markets
- Financial Modeling
- Financial Services
- Fixed Income
- Global Teams
- Industry Analysis
- Investment Management
- Investment Strategies
- Investments
- Lotus Notes
- Market Risk
- Microsoft Office expert
- Morningstar
- Mutual Funds
- Options
- Outlook
- Performance Attribution
- Portfolio Management
- Portfolio Optimization
- Portia
- PowerPoint
- Presentation Skills
- Research
- Risk
- Risk Management
- Securities
- Structured Products
- Team Leadership
- VBA
- Word
- Sales
- Bloomberg Including Api
- Strategy
- Marketing
- Microsoft Excel
- Bloomberg Including
- Project 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 Access, Administration, Adobe Acrobat, Asset Management, Banking and more. Mark Southern has 4 emails and 2 mobile phone numbers on RocketReach.
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