Mark Steinman Email & Phone Number
Sigma Planning Corporation (RIA) - Operations Manager @ Axtella
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Mark Steinman Location
- Ann Arbor, MI, US
Mark Steinman Work
- Sigma Planning Corporation (RIA) - Operations Manager @ (June 2021 - Present)
- Sigma Planning Corporation (RIA) - Operations Supervisor @ (October 2018 - May 2021)
- Sigma Planning Corporation (RIA) - Compliance Officer @ (June 2015 - September 2018)
- Sigma Planning Corporation (RIA) - Operations Associate @ (June 2010 - May 2015)
- Independent Financial Services Professional @ (November 2012 - Present)
Mark Steinman Education
- Western Michigan University
Bachelor’s Degree (Accounting & Finance)
Mark Steinman Skills
- Communication
- Problem Solving
- Investment Products
- Business Relationship Management
- Operational Efficiency
- Financial Services
- Investment Advisory Services
- Business Advisory Services
- Operations Management
- Team Management
- Compliance Advisory
- Microsoft Office
- Series 24
- Training
- Series 7
- Marketing
- Project Management
- Life Insurance
- Finance
- AIF
- Series 66
- Customer Service
- General Securities Principal
Mark Steinman Summary
- Mark Steinman, based in Ann Arbor, MI, US, is currently a Sigma Planning Corporation (RIA) - Operations Manager at Axtella. Mark Steinman brings experience from previous roles at Axtella and Sigma Financial Corporation. Mark Steinman holds a Bachelor’s Degree in Accounting & Finance @ Western Michigan University. With a robust skill set that includes Communication, Problem Solving, Investment Products, Business Relationship Management, Operational Efficiency and more. Mark Steinman has 2 emails and 1 mobile phone numbers on RocketReach.
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