Mark Zener Email & Phone Number
CFO - Chief Financial Officer @ First Trace Inc
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Mark Zener Location
- Tempe, AZ, US
Mark Zener Work
- CFO - Chief Financial Officer @ (August 2011 - Present)
- Executive Director @ Equitunity Funds Mgmt. Co., LLC (December 2009 - Present)
- Managing Director @ Aztore Capital (December 2009 - Present)
- Vice President - Senior Wealth Strategist @ (May 2007 - July 2010)
- Vice President - Senior Trust Consultant @ Morgan Stanley Trust (January 2002 - January 2007)
- Vice President - Trust Consultant @ Prudential Bank and Trust Company (January 2000 - January 2002)
- Vice President - Trust Specialist @ Merrill Lynch Trust Company (January 1999 - January 2000)
- Vice President and Manager @ Firstar Trust Company (January 1989 - January 1999)
- Consultant - Owner @ Mark E. Zener Consulting (January 1988 - January 1989)
- Vice President and Manager @ Western Savings and Loan (January 1985 - January 1988)
- Personal Financial Planning Services Manager Assistant Vice President @ Valley National Bank of Arizona (January 1980 - January 1985)
- Personal Banking Services Manager Assistant Vice President @ Valley National Bank of Arizona (January 1980 - January 1985)
- IRA Sales and Marketing Manager Product manager @ Idaho First National Bank (January 1978 - January 1980)
Mark Zener Education
- Nova Southeastern University
Doctor (Business Administration)
1986-1997 - Boise State University
MBA (Masters, Business Administration; Finance emphasis)
1977-1979 - Idaho State University
BA (Bachelors of Arts, Political Science - Pre)
1967-1972
Mark Zener Skills
- Private Placements
- China Business Development
- Private Equity
- Intercultural Communication
- Complex Data Management
- Workflow Solutions
- Document Management
- Enterprise Software
- Wealth Management
- Marketing
- Certified Financial Planner
- CAP
- Philanthropy
- Sales
- Platform
Mark Zener Summary
- Mark Zener, based in Tempe, AZ, US, is currently a CFO - Chief Financial Officer at First Trace Inc. Mark Zener brings experience from previous roles at Equitunity Funds Mgmt. Co., LLC, Aztore Capital, Northern Trust and Morgan Stanley Trust. Mark Zener holds a 1986 - 1997 Doctor in Business Administration @ Nova Southeastern University. With a robust skill set that includes Private Placements, China Business Development, Private Equity, Intercultural Communication, Complex Data Management and more. Mark Zener has 1 emails and 2 mobile phone numbers on RocketReach.
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