Mark Weinstein Email & Phone Number
Vice President of Business Development @ Osaic
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Mark Weinstein Location
- Charleston, SC, US
Mark Weinstein Work
- 2023 - now Vice President of Business Development @ Osaic
- 2021 - 2023 Vice President Business Development @
- 2020 - 2021 Regional Sales Executive @
- 2020 - 2020 Senior Vice President Business Development @
- 2012 - 2020 Regional Director @
- 2011 - 2013 Internal Regional Director @
- 2006 - 2011 Financial Consultant @
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 2 emails and 4 mobile phone numbers on RocketReach.
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