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
- 2011 -now CFO - Chief Financial Officer @
- 2009 -now Executive Director @ Equitunity Funds Mgmt. Co., LLC
- 2009 -now Managing Director @ Aztore Capital
- 2007 -2010 Vice President - Senior Wealth Strategist @
- 2002 -2007 Vice President - Senior Trust Consultant @ Morgan Stanley Trust
- 2000 -2002 Vice President - Trust Consultant @ Prudential Bank and Trust Company
- 1999 -2000 Vice President - Trust Specialist @ Merrill Lynch Trust Company
- 1989 -1999 Vice President and Manager @ Firstar Trust Company
- 1988 -1989 Consultant - Owner @ Mark E. Zener Consulting
- 1985 -1988 Vice President and Manager @ Western Savings and Loan
- 1980 -1985 Personal Financial Planning Services Manager Assistant Vice President @ Valley National Bank of Arizona
- 1980 -1985 Personal Banking Services Manager Assistant Vice President @ Valley National Bank of Arizona
- 1978 -1980 IRA Sales and Marketing Manager Product manager @ Idaho First National Bank
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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