Mark Weinstein Email & Phone Number
Vice President of Business Development @ Osaic
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Mark Weinstein Location
- Charleston, SC, US
Mark Weinstein Work
- Vice President of Business Development @ Osaic (June 2023 - Present)
- Vice President Business Development @ (August 2021 - June 2023)
- Regional Sales Executive @ (October 2020 - September 2021)
- Senior Vice President Business Development @ (June 2020 - October 2020)
- Regional Director @ (June 2012 - April 2020)
- Internal Regional Director @ (September 2011 - June 2013)
- Financial Consultant @ (March 2006 - September 2011)
Mark Weinstein Education
- University of California, Santa Cruz
Business Managements Economics (Business/Managerial Economics)
2000-2003
Mark Weinstein Skills
- Sales Funnel Optimization
- Salesforce.com
- Territory Management
- Sales Presentations
- Consultative Selling
- Series 7
- Recruiting
- Wealth Management
- Onboarding
- Series 63
- Retirement Planning
- Financial Services
- 401k
- Securities
- Mutual Funds
- Investments
- Investment Advisory
- RIA
- Practice Management
- Succession Planning
- Finance
- Portfolio Management
- Financial Planning
- Asset Management
- 401(k) Retirement Savings Plans
- Sales Process
- New Business Development
- Business Development
- RIAs
- Custodial Services
- Broker-Dealer
Mark Weinstein Summary
- Mark Weinstein, based in Charleston, SC, US, is currently a Vice President of Business Development at Osaic. Mark Weinstein brings experience from previous roles at Grove Point Financial, E*TRADE, Spire Investment Partners, LLC. and LPL Financial. Mark Weinstein holds a 2000 - 2003 Business Managements Economics in Business/Managerial Economics @ University of California, Santa Cruz. With a robust skill set that includes Sales Funnel Optimization, Salesforce.com, Territory Management, Sales Presentations, Consultative Selling and more. Mark Weinstein has 4 emails and 5 mobile phone numbers on RocketReach.
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