Mark Willis Email & Phone Number
Founder and CEO @ ParQuest Consulting
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Mark Willis Location
- New York, NY, US
Mark Willis Work
- 2023 -now Chair of the Board of Directors @
- 2015 -now Member Board of Directors @
- 2015 -now Founder and CEO @
- 2009 -2015 Managing Director @
- 2009 -2011 Managing Director, Investment Products Distribution @
- 2008 -2009 Managing Director, National Sales Manager - Mutual Funds @
- 1995 -2012 Board Director @
- 2008 -2009 Chairman of the Board of Directors @
- 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 2 emails on RocketReach.
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Top ParQuest Consulting Employees
Mark Willis
Founder and CEO
New York, NY, US
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