Mark Wise Email & Phone Number
Relationship Manager @ National Advisors Trust
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Mark Wise Location
- Kansas City, MO, US
Mark Wise Work
- 2025 - now Relationship Manager @
- 2023 - 2026 General Manager Asset Services @
- 2018 - 2026 Director Of IT and Operations @
- 2006 - 2018 Managing Director Implementations and Platform Support @ Reliance Trust Company (an FIS Company)
- 2006 - 2008 Assistant Vice President Quality Control @
- now Manager @
- now Manager @ Alerus Financial
- now Contractor and Teacher @ North Dakota State College of Science
Mark Wise Education
- University of North Dakota
Accounting (Business)
1984 - 1992 - Cannon Financial Institute
CSOP (Certified Securities Operations Professional) (Trust Operations)
- Cannon Financial Institute
CRSP (Certified Retirement Services Professional) (Retirement Services)
- The Tuck School of Business at Dartmouth
Managment Program (Management)
Mark Wise Skills
- Wealth Management
- SQL
- Banking
- Portfolio Management
- Financial Services
- Investments
- Management
- Mutual Funds
- System Administration
- Securities
- Asset Management
- Fixed Income
- Relationship Management
- Equities
- Asset Allocation
- Financial Analysis
- Marketing
- Fis Addvantage
- Access
- Moxy
- Sungard
- Crystal Reports
- Fis Omni
- Advent Axys
- Microsoft Office Excel
- Microsoft Office
- PowerPoint
- Fis Relius
- Investment Banking
- Outlook
- Business Development
- Training
- Fis Trustdesk
- Research
- Fis Intellimatch
- Services
- Strategic Planning
- Visual Basic
- Series 7
- Word
- Delta Data Fundlinx
- Fis Investor's View
- Advent
Mark Wise Summary
- Mark Wise, based in Kansas City, MO, US, is currently a Relationship Manager at National Advisors Trust. Mark Wise brings experience from previous roles at National Advisors Trust, National Advisors Trust Company, Reliance Trust Company (an FIS Company) and Reliance Trust Company. Mark Wise holds a 1984 - 1992 Accounting in Business @ University of North Dakota. With a robust skill set that includes Wealth Management, SQL, Banking, Portfolio Management, Financial Services and more. Mark Wise has 5 emails and 5 mobile phone numbers on RocketReach.
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Top National Advisors Trust Employees
Guy Russo
Member Board Of Directors
Overland Park, KS, US
Jeffrey Hopwood
Senior Vice President - Chief of Staff
Bourne, MA, US
Mark Wise
Relationship Manager
Kansas City, MO, US
Laura Kamienski
Trust Officer
Raymore, MO, US
Tyler Manson
Trust Counsel
Overland Park, KS, US
Paul Howard
Senior Information Technology Specialist
Olathe, KS, US
Sue Kelly
Trust Solutions Coordinator
New York, NY, US
Shannon Gooden
Senior Accountant
Kansas City, MO, US
Lori Rogers
Project Manager
Lewis Center, OH, US
Emily Troupe
Vice President, BSA and AML Officer
Denver, CO, US
Lisa Strange
Human Resources Director
Kansas City, MO, US
Alison Stabenow
Corporate Controller
Overland Park, KS, US
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