2006 -
2008 Managing Director, Head of Diversity @
1998 -
2006 SVP, Director of Training @
1990 -
1998 SVP, Branch Manager @ Smith Barney
Mark Willis Education
Baruch College
BBA (Finance and Investments)
Baruch College
MBA (Computer Methodology)
Mark Willis Skills
Series 7
Investments
Wealth Management
Equities
Hedge Funds
Alternative Investments
Investment Advisory
Series 63
Equity Research
Mutual Funds
Securities
Asset Allocation
Financial Modeling
ETFs
Fixed Income
Financial Advisory
Derivatives
Bonds
Portfolio Management
Investment Strategies
Retirement Planning
Asset Management
Financial Services
Investment Banking
FINRA
Private Equity
Investment Management
Wealth
Trading
Securities Regulation
Business Development
Strategy
Marketing
Financial Analysis
Risk Management
Customer Service
Training
Public Speaking
Finance
Management
Banking
Research
Sales Management
Leadership
Mark Willis Summary
Mark Willis, based in New York, NY, US, is currently a Founder and CEO at ParQuest Consulting. Mark Willis brings experience from previous roles at South Bronx Overall Economic Development Corporation (SoBRO) and Morgan Stanley Smith Barney. Mark Willis holds a BBA in Finance and Investments @ Baruch College. With a robust skill set that includes Series 7, Investments, Wealth Management, Equities, Hedge Funds and more. Mark Willis has 3 emails and 1 mobile phone numbers on RocketReach.
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.