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Mark Ziemba Location
Buffalo, NY, US
Mark Ziemba Work
Founder and Financial Planner @ (October 2017 - Present)
Retirement Plan Consultant @ (June 2010 - Present)
Principal and Insurance Advisor @ Thoughtful Insurance (July 2017 - Present)
Volunteer @ (January 2011 - Present)
President @ Markrich Properties, Inc. (June 2006 - Present)
Retail and Operations Manager @ (August 2001 - July 2011)
Sergeant @ (February 2002 - February 2010)
Mark Ziemba Education
SUNY at Buffalo
Bachelor's degree (Bachelor's degree, Business Administration, Management and Operations)
2000-2005
Sweet Home Senior High School 1996-2000
Mark Ziemba Skills
AIF
Asset Managment
Wealth Management
Financial Analysis
Financial Modeling
Portfolio Assessment
Portfolio Management
Investment Portfolio
FINRA
Strategic Planning
Strategic Consulting
401k
Retirement Planning
Investment Advisory
401k Rollovers
Investments
Estate Planning
Securities
Finance
Financial Advisory
Fundraising
Social Media Marketing
Editing
Blogging
Wealth Accumulation
Variable Annuities
Mark Ziemba Summary
Mark Ziemba, based in Buffalo, NY, US, is currently a Founder and Financial Planner at Thoughtful Plan Inc.. Mark Ziemba brings experience from previous roles at Monarch Wealth Management, LLC, Thoughtful Insurance, American Red Cross and Markrich Properties, Inc.. Mark Ziemba holds a 2000 - 2005 Bachelor's degree in Bachelor's degree, Business Administration, Management and Operations @ SUNY at Buffalo. With a robust skill set that includes AIF, Asset Managment, Wealth Management, Financial Analysis, Financial Modeling and more. Mark Ziemba has 3 emails and 3 mobile phone numbers on RocketReach.
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